Civic Intelligence

Ronald Mcdonald House Trust Fund

990 • Fiscal year 2017 • EIN 61-6216083

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 26, 2018

Organization ProfileWWW.RMHCLEXINGTON.COM
PO Box 22414Lexington, KY 40522-2414

(859) 268-0757

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

99th percentile

95%

Higher net margin than 99% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

85th percentile

27%

Faster asset growth than 85% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

265%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$2,059,199

Up $442,668 (+27%) from 2016

Net Assets

Up

$2,059,199

Up $442,668 (+27%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin99th percentile

Revenue

Up

$297,203

Up $215,694 (+265%) from 2016

Expenses

Up

$14,710

Up $1,516 (+11%) from 2016

Net Income

Up

$282,493

Up $214,178 (+314%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $1,221,199Liabilities 2011: $0Net Assets 2011: $1,221,1992011Assets 2012: $1,310,271Liabilities 2012: $0Net Assets 2012: $1,310,2712012Assets 2013: $1,499,564Liabilities 2013: $0Net Assets 2013: $1,499,5642013Assets 2014: $1,565,713Liabilities 2014: $0Net Assets 2014: $1,565,7132014Assets 2015: $1,505,311Liabilities 2015: $0Net Assets 2015: $1,505,3112015Assets 2016: $1,616,531Liabilities 2016: $0Net Assets 2016: $1,616,5312016Assets 2017: $2,059,199Liabilities 2017: $0Net Assets 2017: $2,059,1992017Assets 2018: $2,189,473Liabilities 2018: $0Net Assets 2018: $2,189,4732018Assets 2019: $2,560,182Liabilities 2019: $0Net Assets 2019: $2,560,1822019Assets 2020: $3,104,884Liabilities 2020: $0Net Assets 2020: $3,104,8842020Assets 2021: $3,603,420Liabilities 2021: $0Net Assets 2021: $3,603,4202021Assets 2022: $3,027,011Liabilities 2022: $0Net Assets 2022: $3,027,0112022Assets 2023: $3,713,266Liabilities 2023: $0Net Assets 2023: $3,713,2662023Assets 2024: $4,346,534Liabilities 2024: $0Net Assets 2024: $4,346,5342024

Highlighted filing

2017

Assets$2,059,199
Liabilities$0
Net Assets$2,059,199
Open 2017 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $52,303Expenses 2011: $56,366Net Income 2011: -$4,0632011Revenue 2012: $111,758Expenses 2012: $36,400Net Income 2012: $75,3582012Revenue 2013: $101,432Expenses 2013: $15,142Net Income 2013: $86,2902013Revenue 2014: $140,192Expenses 2014: $13,133Net Income 2014: $127,0592014Revenue 2015: $48,231Expenses 2015: $37,968Net Income 2015: $10,2632015Revenue 2016: $81,509Expenses 2016: $13,194Net Income 2016: $68,3152016Revenue 2017: $297,203Expenses 2017: $14,710Net Income 2017: $282,4932017Revenue 2018: $408,822Expenses 2018: $16,794Net Income 2018: $392,0282018Revenue 2019: $119,746Expenses 2019: $18,954Net Income 2019: $100,7922019Revenue 2020: $298,407Expenses 2020: $21,441Net Income 2020: $276,9662020Revenue 2021: $334,112Expenses 2021: $24,738Net Income 2021: $309,3742021Revenue 2022: $2,791Expenses 2022: $23,593Net Income 2022: -$20,8022022Revenue 2023: $179,619Expenses 2023: $24,276Net Income 2023: $155,3432023Revenue 2024: $457,279Expenses 2024: $29,293Net Income 2024: $427,9862024

Highlighted filing

2017

Revenue$297,203
Expenses$14,710
Net Income$282,493
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 26, 2018
Return Version
2017v2.3
Gross Receipts
$827,191
Mission and Program Overview

Mission

The trust fund was created to receive, hold, preserve, and invest cash and other assets for the ultimate benefit of ronald mcdonald house charities of the bluegrass, inc.in operation of the house.

The fund invests cash and other assets for the benefit of the ronald mcdonald house charities of the bluegrass, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,589,712$2,046,436▲ $456,724
Savings and Temporary Cash Investments$24,722$10,375▼ $14,347
Accounts Receivable$2,097$2,388▲ $291
Total Assets$1,616,531$2,059,199▲ $442,668
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$766,873$1,086,472▲ $319,599
Permanently Rstr Net Assets$496,240$496,240→ $0
Temporarily Rstr Net Assets$353,418$476,487▲ $123,069
Total Net Assets Fund Balance$1,616,531$2,059,199▲ $442,668
Total Liabilities and Net Assets / Fund Balance$1,616,531$2,059,199▲ $442,668

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$849,658-▲ $110,637-$972,727
2016$815,428-▲ $41,202-$849,658
2015$863,643-▼ $16,115-$815,428
2014$826,943-▲ $43,940-$863,643
2013$721,908-▲ $111,668-$826,943
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
John HollonPresident
David WintersPresident El
Julie BurwellDirector
Richard JohnsonDirector
Alanson BodenPast Preside
Julie OwensSecretary
Kate BurtonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$180,031
Program Service Revenue
$0
Investment Income
$117,172
Other Revenue
$0
All Other Contributions
$20,031
Change in Net Assets
$282,493
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$14,710
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$14,710--$14,710
Total Functional Expenses$14,710$0$0$14,710
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The executive director along with the treasurer review the form 990 with the cpa firm preparing the return before it is filed. After filing, the form 990 is presented to the board of directors.”

Form 990, Page 6, Part VI, Line 12C

“Each director is required on an annual basis to complete a conflict of interest survey. The board governance chair compiles the results of the surveys and makes a presentation at a regular board meeting alerting board members of conflict of interests.”

Form 990, Page 6, Part VI, Line 19

“The trust fund makes its governing documents, financial statements and other related documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Ronald Mcdonald House Trust Fund
EIN
61-6216083
Phone
8592680757
Address
PO BOX 22414, LEXINGTON, KY 40522-2414

Signing Officer

Name
Kate Burton
Title
Treasurer
Phone
8592680757
Signed
2018-10-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kate Burton
Formed
1994
Legal Domicile
Ky
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Breeding Henderson & Hord Pllc
Address
1050 MONARCH ST STE 300, LEXINGTON, KY 40513-1877
Preparer
Charles W Hord Ii
Phone
8592780112
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The fasb asc prescribes a recognition threshold and measurement attribute for how an entity should recognize, measure, present, and disclose in its financial statements uncertain tax positions that the entity has taken or expects to take on a tax return. The fasb asc requires that the financial statements reflect expected future tax consequences of such positions presuming the taxing authorities' full knowledge of the position and all relevant facts, but without considering time values. The federal income tax returns of the organizations for the years ended december 31, 2014, 2015, 2016, and 2017 are subject to examination by the internal revenue service, generally for three years after they are filed. However, the organizations are not currently under audit nor have the organizations been contacted by any tax jurisdictions.”

Raw XML Appendix393 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ACTIVITIES OF THE ORGANIZATION ARE TO RECEIVE, HOLD, PRESERVE, AND INVEST CASH AND OTHER ASSETS FOR THE BENEFIT OF THE RONALD MCDONALD HOUSE CHARITIES OF THE BLUEGRASS INC TO ASSIST IN FURTHERANCE OF THEIR EXEMPT PURPOSE. SUPPORT IS PROVIDED TO THE RONALD MCDONALD HOUSE CHARITIES OF THE BLUEGRASS, INC AS REQUESTED. THE ORGANIZATION IS NOT INVOLVED IN ANY ADDITIONAL ACTIVITIES.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FASB ASC PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR HOW AN ENTITY SHOULD RECOGNIZE, MEASURE, PRESENT, AND DISCLOSE IN ITS FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT THE ENTITY HAS TAKEN OR EXPECTS TO TAKE ON A TAX RETURN. THE FASB ASC REQUIRES THAT THE FINANCIAL STATEMENTS REFLECT EXPECTED FUTURE TAX CONSEQUENCES OF SUCH POSITIONS PRESUMING THE TAXING AUTHORITIES' FULL KNOWLEDGE OF THE POSITION AND ALL RELEVANT FACTS, BUT WITHOUT CONSIDERING TIME VALUES. THE FEDERAL INCOME TAX RETURNS OF THE ORGANIZATIONS FOR THE YEARS ENDED DECEMBER 31, 2014, 2015, 2016, AND 2017 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. HOWEVER, THE ORGANIZATIONS ARE NOT CURRENTLY UNDER AUDIT NOR HAVE THE ORGANIZATIONS BEEN CONTACTED BY ANY TAX JURISDICTIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR ALONG WITH THE TREASURER REVIEW THE FORM 990 WITH THE CPA FIRM PREPARING THE RETURN BEFORE IT IS FILED. AFTER FILING, THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH DIRECTOR IS REQUIRED ON AN ANNUAL BASIS TO COMPLETE A CONFLICT OF INTEREST SURVEY. THE BOARD GOVERNANCE CHAIR COMPILES THE RESULTS OF THE SURVEYS AND MAKES A PRESENTATION AT A REGULAR BOARD MEETING ALERTING BOARD MEMBERS OF CONFLICT OF INTERESTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST FUND MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND OTHER RELATED DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01050 MONARCH ST STE 300
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ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-26
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ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,059,199
Liabilities
$0
Net assets
$2,059,199
Revenue
$297,203
Expenses
$14,710
Net income
$282,493
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.35$0.00$4.35$0.46$0.03$0.43
2023Summary only. Only limited summary data is available for this year.$3.71$0.00$3.71$0.18$0.02$0.16
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.03$0.00$3.03$0.00$0.02$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.60$0.00$3.60$0.33$0.02$0.31
2020Summary only. Only limited summary data is available for this year.$3.10$0.00$3.10$0.30$0.02$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$0.00$2.56$0.12$0.02$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.00$2.19$0.41$0.02$0.39
2017Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.30$0.01$0.28
2016Summary only. Only limited summary data is available for this year.$1.62$0.00$1.62$0.08$0.01$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.05$0.04$0.01
2014Summary only. Only limited summary data is available for this year.$1.57$0.00$1.57$0.14$0.01$0.13
2013Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.10$0.02$0.09
2012Summary only. Only limited summary data is available for this year.$1.31$0.00$1.31$0.11$0.04$0.08
2011Summary only. Only limited summary data is available for this year.$1.22$0.00$1.22$0.05$0.06$0.00