STRATEGY STUDIO / PUBLIC DATA EXPLORER

LOUISVILLE WINSTON EDUCATIONAL FOUNDATION INC: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
LOUISVILLE WINSTON EDUCATIONAL FOUNDATION INC (EIN 64-0477144)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-02-14
IRS object ID
201110459349301661
Schema version
2009v1.7
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

FieldValueIRS element (for citing)
Timestamp2011-02-14T14:38:49-06:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1JOE H HODGE CPABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 735AddressLine1
CityLOUISVILLECity
StateMSState
ZIP Code393390735ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN640477144EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1LOUISVILLE WINSTON ED FOUNDATIONIBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlLOUINameControl
Phone6627733569Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 545AddressLine1
CityLOUISVILLECity
StateMSState
ZIP Code39339ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameFARRELL RIGBYName
TitleHEADMASTERTitle
Phone6627733569Phone
Date Signed2011-02-14DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJOE H HODGEName
Phone6627734262Phone
Date Prepared2011-02-14DatePrepared
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonFARRELL RIGBYNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1P O BOX 545AddressLine1
CityLOUISVILLECity
StateMSState
ZIP Code39339ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1403163GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501cXOrganization501c
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1970YearFormation
State Legal DomicileMSStateLegalDomicile
Activity Or Mission DescriptionKINDERGARTEN THRU 12TH GRADE SCHOOLActivityOrMissionDescription
Nbr Voting Members Governing Body11NbrVotingMembersGoverningBody
Nbr Independent Voting Members11NbrIndependentVotingMembers
Total Nbr Employees30TotalNbrEmployees
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year146344ContributionsGrantsPriorYear
Contributions Grants Current Year14264ContributionsGrantsCurrentYear
Program Service Revenue Prior Year1072271ProgramServiceRevenuePriorYear
Program Service Revenue CY1063332ProgramServiceRevenueCY
Investment Income Current Year0InvestmentIncomeCurrentYear
Other Revenue Prior Year191062OtherRevenuePriorYear
Other Revenue Current Year325567OtherRevenueCurrentYear
Total Revenue Prior Year1409677TotalRevenuePriorYear
Total Revenue Current Year1403163TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year877365SalariesEtcPriorYear
Salaries Etc Current Year905087SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year27504TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY28334TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year28334TotalFundrsngExpCurrentYear
Other Expense Prior Year313871OtherExpensePriorYear
Other Expenses Current Year500870OtherExpensesCurrentYear
Total Expenses Prior Year1218740TotalExpensesPriorYear
Total Expenses Current Year1434291TotalExpensesCurrentYear
Revenues Less Expenses Prior Year190937RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-31128RevenuesLessExpensesCY
Total Assets BOY1116494TotalAssetsBOY
Total Assets EOY1102046TotalAssetsEOY
Total Liabilities BOY275464TotalLiabilitiesBOY
Total Liabilities EOY292142TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY841030NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY809904NetAssetsOrFundBalancesEOY
Mission DescriptionKINDERGARTEN THRU 12TH GRADE SCHOOLMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
DescriptionOPERATION OF PRIMARY AND SECONDARY SCHOOL FOR THE INSTRUCTION AND EDUCATION OF INDIVIDUALS. THERE WERE APPROXIMATELY 500 STUDENTS SERVED.Description

Activity2 Activity2

FieldValueIRS element (for citing)
DescriptionOPERATION OF A KINDERGARTEN FOR INSTRUCTION AND TRAINING OF CHILDREN.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense1405957Expense
DescriptionOPERATION OF PRIMARY AND SECONDARY SCHOOL FOR THE INSTRUCTION AND EDUCATION OF INDIVIDUALS.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp1405957TotalOfOtherProgramServiceExp
Total Program Service Expense1405957TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredfalseScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Balance Sheet Amounts ReportedtrueBalanceSheetAmountsReported
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingtrueProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredfalseScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingfalseComplianceWithBackupWitholding
Number Of Employees30NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Nbr Voting Governing Body Members11NbrVotingGoverningBodyMembers
Number Independent Voting Members11NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodyfalseForm990ProvidedToGoverningBody
Conflict Of Interest PolicyfalseConflictOfInterestPolicy
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicyfalseDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1JOE H HODGE CPABusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number6627734262TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1P O BOX 735AddressLine1
CityLOUISVILLECity
StateMSState
ZIP Code39339ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (11 entries)

TitleTitleIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
MIKE PETERSON
DIRECTORX000
DAN SULLIVAN
DIRECTORX000
MARY TABOR
DIRECTORX000
JERRY DONALD
DIRECTORX000
ROBERT TAYLOR
DIRECTORX000
HUGH HATHORN
DIRECTORX000
AL PORTER
DIRECTORX000
DON SMITH
DIRECTORX000
JOHN PASCHAL
PRESIDENT000X
JOHN YOUNG
VICE PRES.000X
LISA MCMILLIN
SECRETARY000X
FieldValueIRS element (for citing)
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
All Other Contributions14264AllOtherContributions
Total Contributions14264TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
TUTION INCOME982615982615
EXTENDED CARE INCOME5290852908
WORKBOOK INCOME1940219402
ROOM FEES77387738
TEXTBOOK INCOME669669
FieldValueIRS element (for citing)
Total Program Service Revenue1063332TotalProgramServiceRevenue

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
CAFETERIA INCOME101729101729
FUNDRAISING INCOME8810388103
FOOTBALL INCOME4476444764

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column90971TotalRevenueColumn
Related Or Exempt Function Income90971RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue325567TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1403163TotalRevenueColumn
Related Or Exempt Function Income1388899RelatedOrExemptFunctionIncome

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total846649Total
Program Services846649ProgramServices

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total58438Total
Program Services58438ProgramServices

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total28334Total
Fundraising28334Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total8535Total
Program Services8535ProgramServices

Interest Interest

FieldValueIRS element (for citing)
Total2627Total
Program Services2627ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total47206Total
Program Services47206ProgramServices

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServices
CAFETERIA EXPENSE7814878148
REPAIRS AND MAINTENANCE5495554955
UTILITIES5317053170
FOOTBALL EXPENSE4665546655
TESTING3286632866

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total176708Total
Program Services176708ProgramServices

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1434291Total
Program Services1405957ProgramServices
Management And General0ManagementAndGeneral
Fundraising28334Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY330518BOY
EOY314832EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY69464BOY
EOY74768EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY300BOY
EOY300EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis1230525LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec518394LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY716197BOY
EOY712131EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY15BOY
EOY15EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1116494BOY
EOY1102046EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY5400BOY
EOY5400EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY270064BOY
EOY286742EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY275464BOY
EOY292142EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY800218BOY
EOY800218EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY40812BOY
EOY9686EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY841030BOY
EOY809904EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1116494BOY
EOY1102046EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedfalseFSAudited

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Disclosed Orgs Legal ControlfalseDisclosedOrgsLegalControl
Disclosed For Charitable PurposesfalseDisclosedForCharitablePurposes
Written Policy MonitoringfalseWrittenPolicyMonitoring
Sect170h Requirements SatisfiedfalseSect170hRequirementsSatisfied
Solicited Assets For SalefalseSolicitedAssetsForSale
Agent Trustee EtcfalseAgentTrusteeEtc
Included On FSfalseIncludedOnFS
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule RfalseAreRelatedOrgsListedScheduleR

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis16018OtherCostOrOtherBasis
Book Value16018BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis1214507OtherCostOrOtherBasis
Depreciation518394Depreciation
Book Value696113BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings712131TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (9 entries)

DescriptionDescriptionAmountAmount
ACCRUED P/R$135,868
DEFERRED INCOME$88,449
N/P - BUSES$43,651
ACCRUED FICA$10,357
FED WH$3,877
FICA & MEDICARE$3,786
MEDICARE$885
N/P UNION PLANTERS-BUS
STATE TAX WITHHELD-$131
FieldValueIRS element (for citing)
Total Of Amounts286742TotalOfAmounts

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agreement Ref FundraisingfalseAgreementRefFundraising

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ALL OTHER ACHIEVEMENTS DESCRIPTIONFORM 990, PAGE 2, PART III, LINE 4DOPERATION OF PRIMARY AND SECONDARY SCHOOL FOR THE INSTRUCTION AND EDUCATION OF INDIVIDUALS.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990FORM 990, PAGE 6, PART VI, LINE 11NO REVIEW WAS OR WILL BE CONDUCTED.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATIONFORM 990, PAGE 6, PART VI, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC