Civic Intelligence

Bourbon Lane Stable Retirement Fund Inc

EIN 84-2215966 • 501(c)3 • Midway, KY

Profile

To provide aftercare for retired bourbon lane stable thoroughbreds by supporting rescue, retirement, and research and by assisting the persons who work with them.

PO Box 4543Midway, KY 40347

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

93rd percentile

65%

Higher net margin than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Assets

$44,557

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$44,557

No earlier filing loaded for comparison.

Revenue

$68,943

No earlier filing loaded for comparison.

Expenses

$24,386

No earlier filing loaded for comparison.

Net Income

$44,557

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2019: $44,557Liabilities 2019: $0Net Assets 2019: $44,5572019

Highlighted filing

2019

Assets$44,557
Liabilities$0
Net Assets$44,557

Operations Trend

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

$80K$60K$40K$20K$0Revenue 2019: $68,943Expenses 2019: $24,386Net Income 2019: $44,5572019

Highlighted filing

2019

Revenue$68,943
Expenses$24,386
Net Income$44,557

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$44.6$0.00$44.6$68.9$24.4$44.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 25, 2019 to Dec 31, 2019
Signed
Jul 9, 2020
Return Version
2019v5.1
Gross Receipts
$68,943
Mission and Program Overview

Mission

To provide aftercare for retired bourbon lane stable thoroughbreds by supporting rescue, retirement, and research and by assisting the persons who work with them.

Program Services

DescriptionGrantsExpenses
TO PROVIDE AFTERCARE FOR RETIRED BOURBON LANE STABLE THOROUGHBREDS BY SUPPORTING RESCUE, RETIREMENT, AND RESEARCH. FOUR HORSES WERE RESCUED IN 2019.$3,500$19,016
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES M HILL VPresident-$0--
NICHOLAS A LOIACONOVice President-$0--
VALERIE CALLCOTT-STEVENSSecretary-$0--
MICHAEL J MCMAHONTreasurer-$0--
MAGGIE O'BRYAN SEIDMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bourbon Lane Stable Retirement Fund Inc
EIN
84-2215966
Phone
8598464020
Address
PO BOX 4543, MIDWAY, KY 40347

Signing Officer

Name
James M Hill V
Title
President
Phone
8598464020
Signed
2020-07-09
Discuss with paid preparer
Yes

Preparer

Firm
Dean Dorton Allen Ford Pllc
Address
250 W MAIN STR STE 1400, LEXINGTON, KY 40507
Preparer
Harvey D Thompson
Phone
8592552341
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 5.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: thoroughbred aftercare. Grantee name: new vocations. Grantee address: 3293 wright rd laura, oh 45337. Grantee relationship: none - 501(c)(3). Property description: cash. Method used to determine book value: cash. Method used to determine fmv: cash. Book value of property: 2,500. Date of gift: 10/21/19. Amount given: 2,500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: thoroughbred aftercare. Grantee name: after the homestretch. Grantee address: 1328 e. Maddock road phoenix, az 85086. Grantee relationship: none - 501(c)(3). Property description: cash. Method used to determine book value: cash. Method used to determine fmv: cash. Book value of property: 1,000. Date of gift: 12/20/19. Amount given: 1,000. Total included on form 990-ez, line 10: 3,500.

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

Description: horse rescue . Amount: 11,317. Description: fund raising expense. Amount: 419. Description: blacksmith. Amount: 100. Description: board. Amount: 2,268. Description: vanning. Amount: 875. Description: insurance. Amount: 1,627. Description: bank fees. Amount: 119. Description: office supplies. Amount: 549. Description: veterinary. Amount: 69. Total to form 990-ez, line 16: 17,343.

Raw XML Appendix159 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES M HILL V
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NICHOLAS A LOIACONO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VALERIE CALLCOTT-STEVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL J MCMAHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MAGGIE O'BRYAN SEIDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE AFTERCARE FOR RETIRED BOURBON LANE STABLE THOROUGHBREDS BY SUPPORTING RESCUE, RETIREMENT, AND RESEARCH AND BY ASSISTING THE PERSONS WHO WORK WITH THEM.
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0BOURBON LANE STABLE RETIREMENT FUND, INC. WAS INCORPORATED ON JUNE 25, 2019. AS SUCH, THIS RETURN IS AN INITIAL AND SHORT YEAR RETURN.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 5.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: THOROUGHBRED AFTERCARE. GRANTEE NAME: NEW VOCATIONS. GRANTEE ADDRESS: 3293 WRIGHT RD LAURA, OH 45337. GRANTEE RELATIONSHIP: NONE - 501(C)(3). PROPERTY DESCRIPTION: CASH. METHOD USED TO DETERMINE BOOK VALUE: CASH. METHOD USED TO DETERMINE FMV: CASH. BOOK VALUE OF PROPERTY: 2,500. DATE OF GIFT: 10/21/19. AMOUNT GIVEN: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: THOROUGHBRED AFTERCARE. GRANTEE NAME: AFTER THE HOMESTRETCH. GRANTEE ADDRESS: 1328 E. MADDOCK ROAD PHOENIX, AZ 85086. GRANTEE RELATIONSHIP: NONE - 501(C)(3). PROPERTY DESCRIPTION: CASH. METHOD USED TO DETERMINE BOOK VALUE: CASH. METHOD USED TO DETERMINE FMV: CASH. BOOK VALUE OF PROPERTY: 1,000. DATE OF GIFT: 12/20/19. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 3,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: HORSE RESCUE . AMOUNT: 11,317. DESCRIPTION: FUND RAISING EXPENSE. AMOUNT: 419. DESCRIPTION: BLACKSMITH. AMOUNT: 100. DESCRIPTION: BOARD. AMOUNT: 2,268. DESCRIPTION: VANNING. AMOUNT: 875. DESCRIPTION: INSURANCE. AMOUNT: 1,627. DESCRIPTION: BANK FEES. AMOUNT: 119. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 549. DESCRIPTION: VETERINARY. AMOUNT: 69. TOTAL TO FORM 990-EZ, LINE 16: 17,343.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES M HILL V
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08598464020
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOURBON LANE STABLE RETIREMENT FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0BOUR
ReturnHeader/Filer/EIN0842215966
ReturnHeader/Filer/PhoneNum08598464020
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4543
ReturnHeader/Filer/USAddress/CityNm0MIDWAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040347
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ReturnHeader/FilingSecurityInformation/IPTm007:40:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273858252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEAN DORTON ALLEN FORD PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0250 W MAIN STR STE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040507
ReturnHeader/PreparerPersonGrp/PhoneNum08592552341
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARVEY D THOMPSON
ReturnHeader/ReturnTs02020-07-09T15:31:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-06-25
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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