HINDMAN SETTLEMENT SCHOOL INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HINDMAN SETTLEMENT SCHOOL INC (EIN 61-0447248)
- Tax period
- 2012-09-01 to 2013-08-31
- Filed
- 2014-01-15
- IRS object ID
- 201410159349301156
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-15T15:19:19-06:00 | Timestamp |
| Tax Period End Date | 2013-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201518594 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAY FOLEY HENSLEY & COMPANY PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 LEXINGTON GREEN CIRCLE SUITE | AddressLine1 |
| Address Line2 | 600 | AddressLine2 |
| City | LEXINGTON | City |
| State | KY | State |
| ZIP Code | 405033326 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 610447248 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HINDMAN SETTLEMENT SCHOOL INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HIND | NameControl |
| Phone | 6067855475 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 844 | AddressLine1 |
| City | HINDMAN | City |
| State | KY | State |
| ZIP Code | 41822 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRENT HUTCHINSON | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 6067855475 | Phone |
| Date Signed | 2014-01-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DENNIS H ENGLAND CPA | Name |
| PTIN | P00769025 | PTIN |
| Phone | 8592311800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BRENT HUTCHINSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 844 | AddressLine1 |
| City | HINDMAN | City |
| State | KY | State |
| ZIP Code | 41822 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3008386 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HINDMANSETTLEMENT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1902 | YearFormation |
| State Legal Domicile | KY | StateLegalDomicile |
| Activity Or Mission Description | THE SCHOOL PROVIDES VARIOUS EDUCATIONAL OPPORTUNITIES TO INDIVIDUALS IN THE SOUTH EASTERN PORTION OF KENTUCKY, WITH AN EMPHASIS ON CHILDREN WITH DYSLEXIA. THE SCHOOL ALSO PROVIDES CULTURAL PROGRAMS FOR THE AREA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 466461 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 431002 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 238432 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 245059 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 591977 | InvestmentIncomePriorYear |
| Investment Income Current Year | 467575 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 25167 | OtherRevenuePriorYear |
| Other Revenue Current Year | 13462 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1322037 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1157098 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 574875 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 632226 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 102182 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 506662 | OtherExpensePriorYear |
| Other Expenses Current Year | 631746 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1081537 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1263972 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 240500 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -106874 | RevenuesLessExpensesCY |
| Total Assets BOY | 10822236 | TotalAssetsBOY |
| Total Assets EOY | 11041696 | TotalAssetsEOY |
| Total Liabilities BOY | 5307 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 11435 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10816929 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 11030261 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDE EDUCATION AND SERVICE OPPORTUNITIES FOR PEOPLE OF THE MOUNTAINS, WHILE KEEPING THEM MINDFUL OF THEIR HERITAGE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 534673 | Expense |
| Revenue | 106445 | Revenue |
| Description | DYSLEXIA EDUCATION PROGRAM - HINDMAN SETTLEMENT SCHOOL PROVIDES EDUCATION PROGRAMS FOR CHILDREN WITH DYSLEXIA AND DYSLEXIC CHARACTERISTICS. PROGRAMS INCLUDE AN AFTER-SCHOOL PROGRAM, SUMMER TUTORING PROGRAM AND A READING LAB PARTNERSHIP. THE SCHOOL ALSO CONDUCTS STUDENT EVALUATIONS AND PROVIDES TRAINING FOR PARENTS, TEACHERS, AND TUTORS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 222570 | Expense |
| Revenue | 22713 | Revenue |
| Description | CULTURAL PROGRAMS - KEEPING PEOPLE MINDFUL OF THEIR HERITAGE HAS ALWAYS BEEN A STRONG COMPONENT OF HINDMAN SETTLEMENT SCHOOL'S PROGRESSIVE EDUCATIONAL PHILOSOPHY. THE SETTLEMENT'S CURRENT EFFORTS TO PRESERVE LOCAL HERITAGE RANGE FROM PROVIDING FOLK ARTS EDUCATION EXTENSION IN THE PUBLIC SCHOOLS AND COMMUNITY TO OPERATING A CRAFTS CONSIGNMENT SHOP. THE SETTLEMENT ALSO HOSTS ANNUAL WORKSHOPS FOCUSING ON APPALACHIAN WRITERS AND FOLK ARTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 183580 | Expense |
| Revenue | 119020 | Revenue |
| Description | COMMUNITY SERVICES - HINDMAN SETTLEMENT SCHOOL HAS A LONG HISTORY OF WORKING TOGETHER FOR THE IMPROVEMENT OF THE COMMUNITY. ITS EDUCATIONAL MISSION HAS ALWAYS BEEN DRIVEN BY A DETERMINATION TO OFFER PROGRAMS THAT RESPOND TO THE CURRENT NEEDS OF THE COMMUNITY. COMMUNITY SERVICE PROGRAMS INCLUDE SUPPORT FOR THE PUBLIC LIBRARY, PARTICIPATION IN COMMUNITY RENEWAL PROJECTS AND SUPPORT FOR YOUTH DEVELOPMENT PROGRAMS. THE SETTLEMENT ALSO OFFERS CONFERENCE AND MEETING FACILITIES FOR COMMUNITY GROUPS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 940823 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA JONES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6067855475 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 844 | AddressLine1 |
| City | HINDMAN | City |
| State | KY | State |
| ZIP Code | 41822 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| GLENN D LEVERIDGE | ||||||
| CHAIRMAN | 0.00 | X | X | 0 | 0 | 0 |
| VALERIE SMITH BARTLEY | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| LOIS C WEINBERG | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| MICHAEL L SLOANE II | ||||||
| TREASURER | 0.00 | X | X | 0 | 0 | 0 |
| ANDREW DORTON | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| RON JOHNSON | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| ELMER K WHITAKER | ||||||
| SECRETARY | 0.00 | X | X | 0 | 0 | 0 |
| SUSAN MERIDA | ||||||
| VICE CHAIR | 0.00 | X | X | 0 | 0 | 0 |
| CHAD BERRY | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| MARCIA S LAWRENCE | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| JAMES B OSBORNE | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| BRIAN K LEWIS | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| SHERRY W POWERS | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| DONNA RAYMOND | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| JESSIEANNE H WELLS | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| SHIRLEY ASHER | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| GEORGE FLETCHER | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| BRENT HUTCHINSON | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 15600 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 15600 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 431002 | AllOtherContributions |
| Total Contributions | 431002 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SETTLEMENT SCHOOL AND CONFERENCE | 611600 | 181421 | 181421 |
| OTHER MISC. PROGRAM INCOME | 900099 | 63638 | 63638 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 245059 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 167757 | TotalRevenueColumn |
| Exclusion | $167,757 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7581 | TotalRevenueColumn |
| Exclusion | $7,581 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2098769 | Securities |
| Other | 25064 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1798951 | Securities |
| Other | 25064 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 299818 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 299818 | TotalRevenueColumn |
| Exclusion | $299,818 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 16671 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 13909 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2762 | TotalRevenueColumn |
| Exclusion | $2,762 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 16483 | GrossSalesOfInventory |
| Cost Of Goods Sold | 13364 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3119 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3119 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1157098 | TotalRevenueColumn |
| Related Or Exempt Function Income | 248178 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $477,918 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96126 | Total |
| Program Services | 63443 | ProgramServices |
| Management And General | 20186 | ManagementAndGeneral |
| Fundraising | 12497 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 394755 | Total |
| Program Services | 260540 | ProgramServices |
| Management And General | 82897 | ManagementAndGeneral |
| Fundraising | 51318 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23188 | Total |
| Program Services | 15305 | ProgramServices |
| Management And General | 4869 | ManagementAndGeneral |
| Fundraising | 3014 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80828 | Total |
| Program Services | 53347 | ProgramServices |
| Management And General | 16973 | ManagementAndGeneral |
| Fundraising | 10508 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37329 | Total |
| Program Services | 24638 | ProgramServices |
| Management And General | 7838 | ManagementAndGeneral |
| Fundraising | 4853 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53564 | Total |
| Program Services | 52802 | ProgramServices |
| Management And General | 762 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3632 | Total |
| Program Services | 521 | ProgramServices |
| Management And General | 1868 | ManagementAndGeneral |
| Fundraising | 1243 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10262 | Total |
| Program Services | 8511 | ProgramServices |
| Management And General | 1621 | ManagementAndGeneral |
| Fundraising | 130 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1495 | Total |
| Program Services | 1207 | ProgramServices |
| Management And General | 288 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142658 | Total |
| Program Services | 123754 | ProgramServices |
| Management And General | 18784 | ManagementAndGeneral |
| Fundraising | 120 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29840 | Total |
| Program Services | 22872 | ProgramServices |
| Management And General | 4385 | ManagementAndGeneral |
| Fundraising | 2583 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85650 | Total |
| Program Services | 63382 | ProgramServices |
| Management And General | 18840 | ManagementAndGeneral |
| Fundraising | 3428 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47681 | Total |
| Program Services | 36406 | ProgramServices |
| Management And General | 11028 | ManagementAndGeneral |
| Fundraising | 247 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| INVESTMENT FEE | 46861 | 35615 | 11246 | |
| PROGRAM | 42765 | 41729 | 1036 | |
| PUBLIC RELATIONS | 37598 | 28574 | 12 | 9012 |
| MISCELLANEOUS | 26861 | 21087 | 5774 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102879 | Total |
| Program Services | 87090 | ProgramServices |
| Management And General | 12560 | ManagementAndGeneral |
| Fundraising | 3229 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1263972 | Total |
| Program Services | 940823 | ProgramServices |
| Management And General | 220967 | ManagementAndGeneral |
| Fundraising | 102182 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 366876 | BOY |
| EOY | 182906 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14570 | BOY |
| EOY | 12510 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3066 | BOY |
| EOY | 3224 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3209542 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2183074 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1036874 | BOY |
| EOY | 1026468 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9400850 | BOY |
| EOY | 9816588 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10822236 | BOY |
| EOY | 11041696 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5307 | BOY |
| EOY | 11435 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5307 | BOY |
| EOY | 11435 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7773269 | BOY |
| EOY | 7833084 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 391058 | BOY |
| EOY | 438754 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2652602 | BOY |
| EOY | 2758423 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10816929 | BOY |
| EOY | 11030261 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10822236 | BOY |
| EOY | 11041696 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -106874 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 336876 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -16670 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Both | X | FinancialStatementBoth |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9400850 | BeginningOfYearBalance |
| Contributions | 89252 | Contributions |
| Investment Earnings Or Losses | 804114 | InvestmentEarningsOrLosses |
| Other Expenditures | 430767 | OtherExpenditures |
| Administrative Expenses | 46861 | AdministrativeExpenses |
| End Of Year Balance | 9816588 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8986603 | BeginningOfYearBalance |
| Contributions | 19212 | Contributions |
| Investment Earnings Or Losses | 853204 | InvestmentEarningsOrLosses |
| Other Expenditures | 412716 | OtherExpenditures |
| Administrative Expenses | 45453 | AdministrativeExpenses |
| End Of Year Balance | 9400850 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8132435 | BeginningOfYearBalance |
| Contributions | 27502 | Contributions |
| Investment Earnings Or Losses | 1177399 | InvestmentEarningsOrLosses |
| Other Expenditures | 313705 | OtherExpenditures |
| Administrative Expenses | 37028 | AdministrativeExpenses |
| End Of Year Balance | 8986603 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8007431 | BeginningOfYearBalance |
| Contributions | 52914 | Contributions |
| Investment Earnings Or Losses | 441793 | InvestmentEarningsOrLosses |
| Other Expenditures | 329892 | OtherExpenditures |
| Administrative Expenses | 39811 | AdministrativeExpenses |
| End Of Year Balance | 8132435 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8684814 | BeginningOfYearBalance |
| Contributions | 527709 | Contributions |
| Investment Earnings Or Losses | -762683 | InvestmentEarningsOrLosses |
| Other Expenditures | 407864 | OtherExpenditures |
| Administrative Expenses | 34545 | AdministrativeExpenses |
| End Of Year Balance | 8007431 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 122671 | OtherCostOrOtherBasis |
| Book Value | 122671 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2080629 | OtherCostOrOtherBasis |
| Depreciation | 1431269 | Depreciation |
| Book Value | 649360 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 550516 | OtherCostOrOtherBasis |
| Depreciation | 385445 | Depreciation |
| Book Value | 165071 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 378814 | OtherCostOrOtherBasis |
| Depreciation | 311305 | Depreciation |
| Book Value | 67509 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 76912 | OtherCostOrOtherBasis |
| Depreciation | 55055 | Depreciation |
| Book Value | 21857 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1026468 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | VARIOUS SECURITIES | Description |
| Book Value | 9816588 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 9816588 | TotalOfBookValueSecurities |
| Tot Revenue Etc Audited Fincl Stmt | 1504576 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 336876 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 336876 | RevenueNotRptdF990 |
| Revenue Subtotal | 1167700 | RevenueSubtotal |
| Other Revenues Not Included | -10602 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -10602 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1157098 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1291244 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 27273 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 27273 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1263971 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1263971 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | SUPPORT THE OPERATIONS OF THE SCHOOL |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD CRAFT STORE KEENELAND EVENT REVENUE | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES COST OF GOODS SOLD CRAFT STORE | |
| PART XII 4B AND PART XIII 2D - FUNDRAISING EXPENSES AND COST OF GOODS SOLD |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | NEWSPAPER | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | KEENELAND EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 9680 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 9680 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 7545 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF SCRABMLE | NameOfEvent2 |
| Gross Receipts Event2 | 6991 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 6991 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 6364 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 16671 | GrossReceiptsTotal |
| Gross Revenue Total Events | 16671 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 13909 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 13909 | DirectExpenseSummaryEvents |
| Net Income Summary | 2762 | NetIncomeSummary |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BRIAN LEWIS | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | BOARD MEMBER | Relationship |
| Amount Of Transaction | 22087 | AmountOfTransaction |
| Description Of Transaction | LEWIS BROTHERS (IN WHICH BRIAN LEWIS IS 50% OWNER) PERFORMED MAINTENANCE AND REPAIRS FOR THE ORGANIZATION. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MARCIA S. LAWRENCE (A DIRECTOR ON THE BOARD) IS THE AUNT OF VALERIE SMITH BARTLEY (A DIRECTOR ON THE BOARD). | |
| FORM 990, PART VI, SECTION B, LINE 11 | BOARD REVIEWS 990 BEFORE THE RETURN IS FILED | |
| FORM 990, PART VI, SECTION B, LINE 12C | MANAGEMENT AND BOARD MONITORS POLICY | |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS AND POLICIES ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 9: | FUNDRAISING EVENT EXPENSE -13,908. KEENELAND EVENT REVENUE -9,680. GOLF SCRAMBLE REVENUE 6,918. | CHANGES IN NET ASSETS OR FUND BALANCES: |