BOURBON HEIGHTS INCORPORATED: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: BOURBON HEIGHTS INCORPORATED (EIN 61-0650767)
Tax period: 2024-10-01 to 2025-09-30
Filed: 2026-07-22
IRS object ID: 202602039349300135
Schema version: 2024v5.5
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-07-22T13:37:44-05:00	ReturnTs
Tax Period End	2025-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	611064249	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DEMING MALONE LIVESAY & OSTROFF PSC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	9300 SHELBYVILLE ROAD SUITE 1100	AddressLine1Txt
City	LOUISVILLE	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	402225187	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	610650767	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BOURBON HEIGHTS INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BOUR	BusinessNameControlTxt
Phone	8599875750	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2000 SOUTH MAIN STREET	AddressLine1Txt
City	PARIS	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	40361	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	TOM DAVIS	PersonNm
Person Title	ADMINISTRATOR	PersonTitleTxt
Phone	8599875750	PhoneNum
Signature	2026-07-20	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	SARAH K ANTLE	PreparerPersonNm
PTIN	P01391676	PTIN
Phone	5024269660	PhoneNum
Preparation	2026-07-20	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	TOM DAVIS	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2000 SOUTH MAIN STREET	AddressLine1Txt
City	PARIS	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	40361	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$13,761,361	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.BOURBONHEIGHTS.COM	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1964	FormationYr
Legal Domicile State	KY	LegalDomicileStateCd
Activity Or Mission	NON-PROFIT LONG-TERM CARE PROVIDER OFFERING A FULL CONTINUIM OF QUALITY CARE THAT INCLUDES INDEPENDENT APARTMENT LIVING, PERSONAL CARE, NURSING FACILITY, ADULT DAY CARE, AND REHABILITATION SERVICES TO THE ELDERLY.	ActivityOrMissionDesc
Voting Members Governing Body	6	VotingMembersGoverningBodyCnt
Voting Members Independent	6	VotingMembersIndependentCnt
Total Employee	168	TotalEmployeeCnt
Total Volunteers	8	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$85,161	PYContributionsGrantsAmt
CY Contributions Grants	$1,420,965	CYContributionsGrantsAmt
PY Program Service Revenue	$10,179,686	PYProgramServiceRevenueAmt
CY Program Service Revenue	$11,296,629	CYProgramServiceRevenueAmt
PY Investment Income	$261,331	PYInvestmentIncomeAmt
CY Investment Income	$648,011	CYInvestmentIncomeAmt
PY Other Revenue	$58,355	PYOtherRevenueAmt
CY Other Revenue	$53,420	CYOtherRevenueAmt
PY Total Revenue	$10,584,533	PYTotalRevenueAmt
CY Total Revenue	$13,419,025	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$3,687,679	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$5,306,577	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$6,271,936	PYOtherExpensesAmt
CY Other Expenses	$6,094,020	CYOtherExpensesAmt
PY Total Expenses	$9,959,615	PYTotalExpensesAmt
CY Total Expenses	$11,400,597	CYTotalExpensesAmt
PY Revenues Less Expenses	$624,918	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$2,018,428	CYRevenuesLessExpensesAmt
Total Assets BOY	$10,489,470	TotalAssetsBOYAmt
Total Assets EOY	$12,539,999	TotalAssetsEOYAmt
Total Liabilities BOY	$767,460	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$560,570	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$9,722,010	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$11,979,429	NetAssetsOrFundBalancesEOYAmt
Mission	THE ORGANIZATION STRIVES TO ENHANCE THE QUALITY OF LIFE FOR ELDERLY INDIVIDUALS RESIDING IN BOURBON COUNTY AS WELL AS SURROUNDING COUNTIES.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$9,734,694	ExpenseAmt
Revenue	$11,350,049	RevenueAmt
Desc	THE ORGANIZATION PROVIDES RESIDENT AND PATIENT SERVICES THROUGH 67 NURSING FACILITY BEDS, 32 NURSING HOME AND REHABILITATION BEDS, 10 PERSONAL CARE BEDS AND 29 INDEPENDENT LIVING APARTMENTS. THE ORGANIZATION ALSO OPERATES AN ADULT DAY HEALTH CENTER.	Desc
Total Program Service Expenses	$9,734,694	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	29	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	168	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	6	GoverningBodyVotingMembersCnt
Independent Voting Member	6	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	0	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ORGANIZATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8599875750	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	200 SOUTH MAIN STREET	AddressLine1Txt
City	PARIS	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	40361	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
DR MANDY THORNBERRY
CHAIRMAN	2.00	Yes (X)	Yes (X)	$0	$0	$0
JEFF BELL
DIRECTOR	2.00	Yes (X)		$0	$0	$0
HARRY PARK
SECRETARY	2.00	Yes (X)	Yes (X)	$0	$0	$0
MICHELLE BALES
VICE CHAIR	2.00	Yes (X)	Yes (X)	$0	$0	$0
WAYNE LOGAN
DIRECTOR	2.00	Yes (X)		$0	$0	$0
DONNA DAVIS
DIRECTOR	2.00	Yes (X)		$0	$0	$0
SHEA EARNEST
DIRECTOR	2.00	Yes (X)		$0	$0	$0
ASA MCCRACKIN
DIRECTOR	2.00	Yes (X)		$0	$0	$0
THOMAS DAVIS
ADMINISTRATOR (CURRENT)	40.00		Yes (X)	$0	$0	$0
JEFFREY STIDAM
ADMINISTRATOR (PRIOR)	40.00		Yes (X)	$114,702	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$114,702	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
SHIFTKEY
3710 COMMERCE ST SUITE 100	DALLAS	TX	75204	SCHEDULING SERVICES	$920,790
AEGIS THERAPIES
PO BOX 936653	ATLANTA	GA	31193	THERAPY PROVIDER	$901,073
ALL TRADES SERVICES INC
837 FLOYD DR	LEXINGTON	KY	40505	HVAC	$284,958
CONSOLIDATED MEDICAL STAFFING
4384 CLEARWATER WAY	LEXINGTON	KY	40515	STAFFING SERVICES	$260,295
HIRING INCENTIVES INC
9210 CORPORATE BLVD SUITE 330	ROCKVILLE	MD	20850	TAX CREDIT	$239,476

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	10	CntrctRcvdGreaterThan100KCnt
Government Grants	$1,383,705	GovernmentGrantsAmt
All Other Contributions	$37,260	AllOtherContributionsAmt
Total Contributions	$1,420,965	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RESIDENT SERVICE REVENUE	623000	$10,537,319	$10,537,319
ADULT DAY SERVICE REVENUE	623000	$465,568	$465,568
INDEPENDENT LIVING REVENUE	623000	$277,165	$277,165
PERSONAL CARE SERVICE REVENUE	623000	$16,577	$16,577

Field	Value	IRS element (for citing)
Total Program Service Revenue	$11,296,629	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$524,664	TotalRevenueColumnAmt
Exclusion	$524,664	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$465,683	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$342,336	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$123,347	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$123,347	TotalRevenueColumnAmt
Exclusion	$123,347	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER	Desc
Business	900099	BusinessCd
Total Revenue Column	$53,420	TotalRevenueColumnAmt
Related Or Exempt Func Income	$53,420	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$53,420	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$13,419,025	TotalRevenueColumnAmt
Related Or Exempt Func Income	$11,350,049	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$648,011	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$137,114	TotalAmt
Management And General	$137,114	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$4,515,701	TotalAmt
Program Services	$4,251,390	ProgramServicesAmt
Management And General	$264,311	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$10,412	TotalAmt
Program Services	$9,522	ProgramServicesAmt
Management And General	$890	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$298,049	TotalAmt
Program Services	$276,213	ProgramServicesAmt
Management And General	$21,836	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$345,301	TotalAmt
Program Services	$315,780	ProgramServicesAmt
Management And General	$29,521	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$8,001	TotalAmt
Management And General	$8,001	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$2,286,220	TotalAmt
Program Services	$1,499,267	ProgramServicesAmt
Management And General	$786,953	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$110,937	TotalAmt
Program Services	$26,727	ProgramServicesAmt
Management And General	$84,210	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$337,089	TotalAmt
Program Services	$322,931	ProgramServicesAmt
Management And General	$14,158	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$4,727	TotalAmt
Program Services	$4,528	ProgramServicesAmt
Management And General	$199	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$139,279	TotalAmt
Program Services	$133,429	ProgramServicesAmt
Management And General	$5,850	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$312,721	TotalAmt
Program Services	$285,845	ProgramServicesAmt
Management And General	$26,876	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
ANCILLARIES	$1,121,051	$1,121,051
PROVIDER TAX	$492,118	$492,118
FOOD AND SUPPLEMENTS	$382,012	$382,012
REPAIRS AND MAINTENANCE	$292,689	$280,396	$12,293

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$607,176	TotalAmt
Program Services	$333,485	ProgramServicesAmt
Management And General	$273,691	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$11,400,597	TotalAmt
Program Services	$9,734,694	ProgramServicesAmt
Management And General	$1,665,903	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$519,448	BOYAmt
EOY	$877,470	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$225,583	BOYAmt
EOY	$1,325,527	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$30,000	BOYAmt
EOY	$63,946	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$694,606	BOYAmt
EOY	$756,226	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$35,401	BOYAmt
EOY	$37,817	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$5,797	BOYAmt
EOY	$7,231	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$6,184,801	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$5,161,823	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$857,760	BOYAmt
EOY	$1,022,978	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$718,714	BOYAmt
EOY	$791,069	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$40,702	BOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$7,361,459	BOYAmt
EOY	$7,657,735	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$10,489,470	BOYAmt
EOY	$12,539,999	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$634,923	BOYAmt
EOY	$519,553	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$132,537	BOYAmt
EOY	$41,017	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$767,460	BOYAmt
EOY	$560,570	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,143,740	BOYAmt
EOY	$4,054,015	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$7,578,270	BOYAmt
EOY	$7,925,414	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$9,722,010	BOYAmt
EOY	$11,979,429	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$10,489,470	BOYAmt
EOY	$12,539,999	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$2,018,428	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$61,479	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$300,470	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$774,428	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$403,834	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$101,160	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$85,161	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,420,965	CurrentTaxYearAmt
Total	$2,785,548	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,152,536	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$8,513,997	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$8,600,139	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$10,238,041	CurrentTaxYearMinus1YearAmt
Current Tax Year	$11,350,049	CurrentTaxYearAmt
Total	$46,854,762	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,926,964	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$8,917,831	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$8,701,299	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$10,323,202	CurrentTaxYearMinus1YearAmt
Current Tax Year	$12,771,014	CurrentTaxYearAmt
Total	$49,640,310	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$49,640,310	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$23,001	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$16,867	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$17,948	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$260,947	CurrentTaxYearMinus1YearAmt
Current Tax Year	$524,664	CurrentTaxYearAmt
Total	$843,427	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$23,001	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$16,867	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$17,948	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$260,947	CurrentTaxYearMinus1YearAmt
Current Tax Year	$524,664	CurrentTaxYearAmt
Total	$843,427	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,949,965	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$8,934,698	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$8,719,247	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$10,584,149	CurrentTaxYearMinus1YearAmt
Current Tax Year	$13,295,678	CurrentTaxYearAmt
Total	$50,483,737	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.98330	PublicSupportCY509Pct
Public Support PY509	0.99260	PublicSupportPY509Pct
Investment Income CY	0.01670	InvestmentIncomeCYPct
Investment Income PY	0.00740	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

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)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$8,071,624	BeginningYearBalanceAmt
Investment Earnings Or Losses	$372,826	InvestmentEarningsOrLossesAmt
End Year Balance	$8,444,450	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$7,004,043	BeginningYearBalanceAmt
Investment Earnings Or Losses	$1,105,251	InvestmentEarningsOrLossesAmt
Other Expenditures	$37,670	OtherExpendituresAmt
End Year Balance	$8,071,624	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$6,529,401	BeginningYearBalanceAmt
Investment Earnings Or Losses	$474,642	InvestmentEarningsOrLossesAmt
End Year Balance	$7,004,043	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.09370	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.90630	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (1)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$54,043	OtherCostOrOtherBasisAmt
Book Value	$54,043	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,985,024	OtherCostOrOtherBasisAmt
Depreciation	$3,294,718	DepreciationAmt
Book Value	$690,306	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,145,734	OtherCostOrOtherBasisAmt
Depreciation	$1,867,105	DepreciationAmt
Book Value	$278,629	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$1,022,978	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDesc	Book ValueBookValueAmt
RIGHT OF USE ASSET	$4,354
BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS	$7,653,381

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$7,657,735	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
OPERATING LEASE LIABILITY	$4,354
DEPOSITS	$36,663

Field	Value	IRS element (for citing)
Total Liability	$41,017	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$13,650,015	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$61,479	NetUnrealizedGainsInvstAmt
Other Revenue	$300,470	OtherRevenueAmt
Revenue Not Reported	$238,991	RevenueNotReportedAmt
Revenue Subtotal	$13,411,024	RevenueSubtotalAmt
Investment Expenses Not Incld	$8,001	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$8,001	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$13,419,025	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$11,392,596	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$11,392,596	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$8,001	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$8,001	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$11,400,597	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, LINE 4:	TO GENERATE INVESTMENT INCOME TO HELP SUPPORT FUTURE OPERATIONS OF THE ORGANIZATION.
PART X, LINE 2:	BOURBON HEIGHTS, INC. IS EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES AS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE ORGANIZATION FILES AN INFORMATIONAL TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE KENTUCKY OFFICE OF THE ATTORNEY GENERAL. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. MANAGEMENT DOES NOT BELIEVE THAT THE ORGANIZATION HAS UNRELATED BUSINESS INCOME FOR THE YEARS ENDED SEPTEMBER 30, 2025. AS OF SEPTEMBER 30, 2025, THE ORGANIZATION DID NOT HAVE ANY ACCRUED INTEREST OR PENALTIES RELATED TO INCOME TAX LIABILITIES, AND NO INTEREST OR PENALTIES RELATED TO INCOME TAXES HAVE BEEN CHARGED TO OPERATIONS FOR THE YEARS THEN ENDED.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	CHANGE IN VALUE OF BENEFICIAL INTEREST 300,470.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	THE FULL BOARD REVIEWS THE FORM 990 BEFORE IT IS ISSUED AND FINALIZED.
FORM 990, PART VI, SECTION B, LINE 12C	ANY DIRECTOR, PRINCIPAL OFFICER OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST TO THE GOVERNING BOARD FOR RESOLUTION. ANNUALLY, EACH OF THE PARTIES NOTED ABOVE SIGN A STATEMENT AFFIRMING THAT HE/SHE RECEIVED THE CONFLICT OF INTEREST POLICY, READ AND UNDERSTOOD THE POLICY AND AGREED TO COMPLY WITH THE POLICY. FURTHER, PERIODIC REVIEWS ARE CONDUCTED OF COMPENSATION AND BENEFIT ARRANGEMENTS TO ENSURE REASONABLENESS AND ARM'S LENGTH BARGAINING. THE MONTHLY BOARD MEETINGS OFFER A VENUE FOR ANY POTENTIAL CONFLICTS OF INTEREST TO BE DISCUSSED.
FORM 990, PART VI, SECTION B, LINE 15	THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED BY THE FULL BOARD. COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS IS REVIEWED WHEN AVAILABLE. CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DISCUSSIONS AND DECISIONS OF COMPENSATION ARRANGEMENTS ARE MAINTAINED.
FORM 990, PART VI, SECTION C, LINE 19	THE FORM 990, POLICIES, GOVERNING AND FINANCIAL DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC FOR REVIEW DURING BUSINESS HOURS UPON REQUEST BUT UNDER THE ORGANIZATION'S CONTROL AND SUPERVISION.
FORM 990, PART IX, LINE 11G	PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 1,499,267. MANAGEMENT AND GENERAL EXPENSES 786,953. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,286,220.
FORM 990, PART XI, LINE 9:	CHANGE IN VALUE OF BENEFICIAL INTEREST 300,470.