Civic Intelligence

Bluegrass Senior Assist

EIN 81-4933944 • 501(c)3 • Lexington, KY

Profile

Empowering families through education so they can retain control by making informed decisions.

300 E Main St 210Lexington, KY 40507

www.bgseniorassist.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

91st percentile

0.83x

Higher debt load relative to assets than 91% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

99th percentile

15.73x

Higher debt load relative to revenue than 99% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

91st percentile

56%

Higher net margin than 91% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

66th percentile

11%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

80th percentile

38%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$4,653,027

Up $858,349 (+23%) from 2022

Liabilities

Down

$3,856,734

Down $93,301 (-2.4%) from 2022

Net Assets

Up

$796,293

Up $951,650 (+613%) from 2022

Operations
Liabilities / Revenue99th percentileNet Margin91st percentile

Revenue

Up

$245,254

Up $115,963 (+90%) from 2022

Expenses

Down

$107,810

Down $42,439 (-28%) from 2022

Net Income

Up

$137,444

Up $158,402 (+756%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0-$2.0MAssets 2021: $4,402,052Liabilities 2021: $3,876,107Net Assets 2021: $525,9452021Assets 2022: $3,794,678Liabilities 2022: $3,950,035Net Assets 2022: -$155,3572022Assets 2024: $4,653,027Liabilities 2024: $3,856,734Net Assets 2024: $796,2932024

Highlighted filing

2024

Assets$4,653,027
Liabilities$3,856,734
Net Assets$796,293
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2021: $53,308Expenses 2021: $90,453Net Income 2021: -$37,1452021Revenue 2022: $129,291Expenses 2022: $150,249Net Income 2022: -$20,9582022Revenue 2024: $245,254Expenses 2024: $107,810Net Income 2024: $137,4442024

Highlighted filing

2024

Revenue$245,254
Expenses$107,810
Net Income$137,444
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,653,027
Liabilities
$3,856,734
Net assets
$796,293
Revenue
$245,254
Expenses
$107,810
Net income
$137,444
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.65$3.86$0.80$0.25$0.11$0.14
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.79$3.95$0.16$0.13$0.15$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.40$3.88$0.53$0.05$0.09$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$245,254
Mission and Program Overview

Mission

Empowering families through education so they can retain control by making informed decisions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$3,691,913$4,637,205▲ $945,292
Cash and Non-Interest-Bearing Accounts$2,851$9,531▲ $6,680
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,694,764$4,653,027▲ $958,263
Other Assets Total-$6,291-
Liabilities
Other Liabilities$3,424,162$3,856,734▲ $432,572
Accounts Payable and Accrued Expenses$1,812--
Total Liabilities$3,425,974$3,856,734▲ $430,760
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$268,790$796,293▲ $527,503
Total Net Assets Fund Balance$268,790$796,293▲ $527,503
Total Liabilities and Net Assets / Fund Balance$3,694,764$4,653,027▲ $958,263
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Dustin BeardChairman
Mike ConklinDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$151,560
Program Service Revenue
$52,840
Investment Income
$40,354
Other Revenue
$500
All Other Contributions
$151,560
Change in Net Assets
$137,444
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$107,810
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 Services Accounting$31,216$10,405-$41,621
Fees for Service Investment Mgmnt Fees$26,536$8,845-$35,381
Fees for Services Other$8,509$2,836-$11,345
Occupancy$6,750$2,250-$9,000
Fees for Services Legal$5,625$1,875-$7,500
Other Expenses$1,385$461-$1,846
Office Expenses$838$279-$1,117
Total Functional Expenses$80,859$26,951$0$107,810
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Trust Account Liabilities$3,856,733
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The Executive Director reviews the 990 before it is filed.”

Form 990, Part VI, Section B, Line 15A

“Compensation of Executive Director is reviewed and discussed among the Board of Directors.”

Form 990, Part VI, Section C, Line 19

“Governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Bluegrass Senior Assist
EIN
81-4933944
Phone
8593533100
Address
300 E Main St 210, Lexington, KY 40507

Signing Officer

Name
Dustin Beard
Title
Chairman
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dustin Beard
Formed
2019
Legal Domicile
Ky
Voting Board Members
2
Independent Board Members
4
Employees
1

Preparer

Firm
R & R Cpas
Address
1025 Dove Run Rd Ste 203, Lexington, KY 40502
Preparer
Thomas Cory Reitz
Phone
8593533100
Raw XML Appendix372 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Executive Director reviews the 990 before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Compensation of Executive Director is reviewed and discussed among the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governing documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
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IRS990/TotalEmployeeCnt01
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt026951
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt080859
IRS990/TotalFunctionalExpensesGrp/TotalAmt0107810
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03425974
IRS990/TotalLiabilitiesEOYAmt03856734
IRS990/TotalLiabilitiesGrp/BOYAmt03425974
IRS990/TotalLiabilitiesGrp/EOYAmt03856734
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0268790
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0796293
IRS990/TotalProgramServiceExpensesAmt080859
IRS990/TotalProgramServiceRevenueAmt052840
IRS990/TotalRevenueGrp/ExclusionAmt040354
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt053340
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0245254
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03694764
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04653027
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0300 E Main St 210
IRS990/USAddress/CityNm0Lexington
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040507
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0www.bgseniorassist.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dustin Beard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bluegrass Senior Assist
ReturnHeader/Filer/BusinessNameControlTxt0BLUE
ReturnHeader/Filer/EIN0814933944
ReturnHeader/Filer/PhoneNum08593533100
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 E Main St 210
ReturnHeader/Filer/USAddress/CityNm0Lexington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040507
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832956170
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0R & R CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01025 Dove Run Rd Ste 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lexington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040502
ReturnHeader/PreparerPersonGrp/PhoneNum08593533100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas Cory Reitz
ReturnHeader/ReturnTs02025-11-17T14:18:36-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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