2026-07-22T13:37:44-05:00 2025-09-30 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE ROAD SUITE 1100 LOUISVILLE KY 402225187 990 2024-10-01 610650767 BOURBON HEIGHTS INC BOUR 8599875750 2000 SOUTH MAIN STREET PARIS KY 40361 TOM DAVIS ADMINISTRATOR 8599875750 2026-07-20 1 0 SARAH K ANTLE P01391676 5024269660 2026-07-20 2024 2025-03-06 01:10:19Z TOM DAVIS 2000 SOUTH MAIN STREET PARIS KY 40361 13761361 0 X WWW.BOURBONHEIGHTS.COM X 1964 KY 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. 6 6 168 8 0 0 85161 1420965 10179686 11296629 261331 648011 58355 53420 10584533 13419025 0 0 0 0 3687679 5306577 0 0 0 6271936 6094020 9959615 11400597 624918 2018428 10489470 12539999 767460 560570 9722010 11979429 THE ORGANIZATION STRIVES TO ENHANCE THE QUALITY OF LIFE FOR ELDERLY INDIVIDUALS RESIDING IN BOURBON COUNTY AS WELL AS SURROUNDING COUNTIES. 0 0 9734694 11350049 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. 9734694 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 29 0 1 168 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 KY X ORGANIZATION 8599875750 200 SOUTH MAIN STREET PARIS KY 40361 DR MANDY THORNBERRY CHAIRMAN 2.00 X X 0 0 0 JEFF BELL DIRECTOR 2.00 X 0 0 0 HARRY PARK SECRETARY 2.00 X X 0 0 0 MICHELLE BALES VICE CHAIR 2.00 X X 0 0 0 WAYNE LOGAN DIRECTOR 2.00 X 0 0 0 DONNA DAVIS DIRECTOR 2.00 X 0 0 0 SHEA EARNEST DIRECTOR 2.00 X 0 0 0 ASA MCCRACKIN DIRECTOR 2.00 X 0 0 0 THOMAS DAVIS ADMINISTRATOR (CURRENT) 40.00 X 0 0 0 JEFFREY STIDAM ADMINISTRATOR (PRIOR) 40.00 X 114702 0 0 114702 0 0 1 0 0 0 SHIFTKEY 3710 COMMERCE ST SUITE 100 DALLAS TX 75204 SCHEDULING SERVICES 920790 AEGIS THERAPIES PO BOX 936653 ATLANTA GA 31193 THERAPY PROVIDER 901073 ALL TRADES SERVICES INC 837 FLOYD DR LEXINGTON KY 40505 HVAC 284958 CONSOLIDATED MEDICAL STAFFING 4384 CLEARWATER WAY LEXINGTON KY 40515 STAFFING SERVICES 260295 HIRING INCENTIVES INC 9210 CORPORATE BLVD SUITE 330 ROCKVILLE MD 20850 TAX CREDIT 239476 10 1383705 37260 1420965 RESIDENT SERVICE REVENUE 623000 10537319 10537319 ADULT DAY SERVICE REVENUE 623000 465568 465568 INDEPENDENT LIVING REVENUE 623000 277165 277165 PERSONAL CARE SERVICE REVENUE 623000 16577 16577 11296629 524664 524664 465683 342336 123347 123347 123347 OTHER 900099 53420 53420 53420 13419025 11350049 0 648011 X 137114 137114 4515701 4251390 264311 10412 9522 890 298049 276213 21836 345301 315780 29521 8001 8001 2286220 1499267 786953 110937 26727 84210 337089 322931 14158 4727 4528 199 139279 133429 5850 312721 285845 26876 ANCILLARIES 1121051 1121051 PROVIDER TAX 492118 492118 FOOD AND SUPPLEMENTS 382012 382012 REPAIRS AND MAINTENANCE 292689 280396 12293 607176 333485 273691 11400597 9734694 1665903 0 519448 877470 225583 1325527 30000 63946 694606 756226 35401 37817 5797 7231 6184801 5161823 857760 1022978 718714 791069 40702 7361459 7657735 10489470 12539999 634923 519553 132537 41017 767460 560570 X 2143740 4054015 7578270 7925414 9722010 11979429 10489470 12539999 X 2018428 -61479 300470 X 0 1 X 1 0 X 774428 403834 101160 85161 1420965 2785548 8152536 8513997 8600139 10238041 11350049 46854762 8926964 8917831 8701299 10323202 12771014 49640310 0 0 0 49640310 23001 16867 17948 260947 524664 843427 23001 16867 17948 260947 524664 843427 8949965 8934698 8719247 10584149 13295678 50483737 0.98330 0.99260 0.01670 0.00740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8071624 372826 8444450 7004043 1105251 37670 8071624 6529401 474642 7004043 0.09370 0.90630 1 0 54043 54043 3985024 3294718 690306 2145734 1867105 278629 1022978 RIGHT OF USE ASSET 4354 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 7653381 7657735 OPERATING LEASE LIABILITY 4354 DEPOSITS 36663 41017 X 13650015 -61479 300470 238991 13411024 8001 8001 13419025 11392596 0 11392596 8001 8001 11400597 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. 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.