Civic Intelligence

Kentucky Financial Services Association

EIN 83-3629499 • 501(c)6 • Frankfort, KY

Profile

Association formed to promote the financial services industry throughout the state of kentucky.

113 West Main StFrankfort, KY 40601

n/A

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

69th percentile

10%

Higher net margin than 69% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

78th percentile

17%

Faster asset growth than 78% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

-6.8%

Faster revenue growth than 40% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$105,873

Up $15,685 (+17%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$105,873

Up $15,685 (+17%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin69th percentile

Revenue

Down

$150,000

Down $11,000 (-6.8%) from 2023

Expenses

Down

$134,315

Down $7,013 (-5.0%) from 2023

Net Income

Down

$15,685

Down $3,987 (-20%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

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

$150K$100K$50K$0Assets 2021: $45,097Liabilities 2021: $0Net Assets 2021: $45,0972021Assets 2022: $70,516Liabilities 2022: $0Net Assets 2022: $70,5162022Assets 2023: $90,188Liabilities 2023: $0Net Assets 2023: $90,1882023Assets 2024: $105,873Liabilities 2024: $0Net Assets 2024: $105,8732024

Highlighted filing

2024

Assets$105,873
Liabilities$0
Net Assets$105,873
Open 2024 Filing

Operations Trend

Revenue Growth40th percentile

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

$200K$150K$100K$50K$0Revenue 2021: $144,802Expenses 2021: $123,969Net Income 2021: $20,8332021Revenue 2022: $156,000Expenses 2022: $130,581Net Income 2022: $25,4192022Revenue 2023: $161,000Expenses 2023: $141,328Net Income 2023: $19,6722023Revenue 2024: $150,000Expenses 2024: $134,315Net Income 2024: $15,6852024

Highlighted filing

2024

Revenue$150,000
Expenses$134,315
Net Income$15,685
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$105,873
Liabilities
$0
Net assets
$105,873
Revenue
$150,000
Expenses
$134,315
Net income
$15,685
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$1.50$1.34$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$1.61$1.41$0.20
2022Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$1.56$1.31$0.25
2021Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$1.45$1.24$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 4, 2025
Return Version
2024v5.2
Gross Receipts
$150,000
Mission and Program Overview

Mission

Association formed to promote the financial services industry throughout the state of kentucky.

Program Services

DescriptionGrantsExpenses
PROMOTE FINANCIAL SERVICE PROVIDERS THROUGHOUT KENTUCKY$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AUSTIN CLANCYChairman-$0--
CHRIS MCKINLEYSecretary-$0--
JOHN MORTONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Kentucky Financial Services Association
EIN
83-3629499
Phone
5028750081
Address
113 WEST MAIN ST, FRANKFORT, KY 40601

Signing Officer

Name
Austin Clancy
Title
President
Phone
5028750081
Signed
2025-09-04
Discuss with paid preparer
Yes

Preparer

Firm
Mather & Co Cpas LLC
Address
9100 SHELBYVILLE ROAD STE 200, LOUISVILLE, KY 40222
Preparer
Michael B Jones CPA
Phone
5024290800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: other expenses. Amount: 2,009.”

Raw XML Appendix101 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KENTUCKY FINANCIAL SERVICES ASSOCIATION
IRS990EZ/BooksInCareOfDetail/PhoneNum05028750081
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0113 W MAIN ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FRANKFORT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt090188
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0105873
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt015685
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0132306
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt090188
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0105873
IRS990EZ/GrossReceiptsAmt0150000
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt090188
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0105873
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt090188
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0105873
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AUSTIN CLANCY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRIS MCKINLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN MORTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02009
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ASSOCIATION FORMED TO PROMOTE THE FINANCIAL SERVICES INDUSTRY THROUGHOUT THE STATE OF KENTUCKY.
IRS990EZ/ProgramServiceRevenueAmt0150000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTE FINANCIAL SERVICE PROVIDERS THROUGHOUT KENTUCKY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0134315
IRS990EZ/TotalRevenueAmt0150000
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: OTHER EXPENSES. AMOUNT: 2,009.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AUSTIN CLANCY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05028750081
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KENTUCKY FINANCIAL SERVICES ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0KENT
ReturnHeader/Filer/EIN0833629499
ReturnHeader/Filer/PhoneNum05028750081
ReturnHeader/Filer/USAddress/AddressLine1Txt0113 WEST MAIN ST
ReturnHeader/Filer/USAddress/CityNm0FRANKFORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040601
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611210177
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MATHER & CO CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09100 SHELBYVILLE ROAD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040222
ReturnHeader/PreparerPersonGrp/PhoneNum05024290800
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL B JONES CPA
ReturnHeader/ReturnTs02025-09-08T07:19:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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