LOUISVILLE PROTESTANT ALTENHEIM: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LOUISVILLE PROTESTANT ALTENHEIM (EIN 61-0449634)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-24
- IRS object ID
- 202322369349100217
- Schema version
- 2022v5.0
- 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-PF
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-24T13:17:18-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 610449634 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUISVILLE PROTESTANT ALTENHEIM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 5025847417 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 936 BARRET AVENUE | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAWN SMITH | PersonNm |
| Person Title | ADMINISTRATOR | PersonTitleTxt |
| Phone | 5025847417 | PhoneNum |
| Signature | 2023-08-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAWN | PersonFirstNm |
| Person Last | SMITH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELINDA L HECK | PreparerPersonNm |
| PTIN | P01392306 | PTIN |
| Phone | 5024269660 | PhoneNum |
| Preparation | 2023-08-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,318,020 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,399 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $216,021 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $216,021 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $216,021 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,110 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $856,647 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,110 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,962,218 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,962,218 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,189,748 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $225,131 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,178,239 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $65,491 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $63,096 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,395 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,544,007 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $1,487,553 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $56,454 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $58,586 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $56,444 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,142 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $74,345 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $57,166 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $16,551 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $628 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $54 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $52 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $2 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $121,658 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $117,210 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $4,448 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $116,726 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $112,458 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $243,042 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $234,156 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $8,886 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,743 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $2,643 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $100 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,129,371 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,088,076 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $41,295 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,356,023 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,166 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,178,239 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $116,350 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,356,023 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,166 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,178,239 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $116,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$166,275 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $167,965 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $556,702 | CashBOYAmt |
| Cash EOY | $228,416 | CashEOYAmt |
| Cash EOYFMV | $228,416 | CashEOYFMVAmt |
| Acct Rcvbl | $45,765 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $20,000 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $40,610 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $25,765 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $25,765 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $9,203 | InventoriesBOYAmt |
| Inventories EOY | $6,222 | InventoriesEOYAmt |
| Inventories EOYFMV | $6,222 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $45,272 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $41,703 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $41,703 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $12,766,095 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,374,243 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,374,243 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,526,836 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,044,435 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,288,595 | LandBOYAmt |
| Land EOY | $1,482,401 | LandEOYAmt |
| Land EOYFMV | $1,482,401 | LandEOYFMVAmt |
| Other Assets BOY | $174,849 | OtherAssetsBOYAmt |
| Other Assets EOY | $159,270 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $159,270 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,881,326 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,318,020 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,318,020 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $216,050 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $158,326 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $20,340 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $2,239 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $2,092 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,093 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $238,482 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $162,658 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $13,337,717 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $11,125,725 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,305,127 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $1,029,637 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,642,844 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,155,362 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,881,326 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,318,020 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,642,844 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$166,275 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,476,569 | SubtotalAmt |
| Other Decreases | $2,321,207 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,155,362 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SYB ACCOUNT #0523 - DETAIL MAINTAINED | P | 2022-12-31 | $321,143 | $306,689 | $14,454 | $14,454 |
| SYB ACCOUNT #0569 - DETAIL MAINTAINED | P | 2022-12-31 | $179,300 | $197,698 | -$18,398 | -$18,398 |
| SYB ACCOUNT #0729 - DETAIL MAINTAINED | P | 2022-12-31 | $254,594 | $269,179 | -$14,585 | -$14,585 |
| SYB ACCOUNT #0729 - DETAIL MAINTAINED | P | 2022-12-31 | $62,411 | $73,971 | -$11,560 | -$11,560 |
| CAPITAL GAINS DIVIDENDS | P | $39,199 | $39,199 | $39,199 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,110 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$11,560 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1986-04-16 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THEALTENHEIM.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5025847417 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 936 BARRET AVENUE | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES BROWN | ||||||||
| 936 BARRET AVENUE | LOUISVILLE | KY | 40204 | TREASURER | 5.00 | $0 | $0 | $0 |
| JIM BURD | ||||||||
| 936 BARRET AVENUE | LOUISVILLE | KY | 40204 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL BUSICK | ||||||||
| 936 BARRET AVENUE | LOUISVILLE | KY | 40204 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| RACHEL CARRIGAN | ||||||||
| 936 BARRET AVENUE | LOUISVILLE | KY | 40204 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BOB WYNKOOP | ||||||||
| 936 BARRET AVENUE | LOUISVILLE | KY | 40204 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EILEEN VAN HOOSE | ||||||||
| 936 BARRET AVENUE | LOUISVILLE | KY | 40204 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CARA WRENN | ||||||||
| 936 BARRET AVENUE | LOUISVILLE | KY | 40204 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARYILYN HELVEY | ||||||||
| 936 BARRET AVENUE | LOUISVILLE | KY | 40204 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARY JO COKER | ||||||||
| 936 BARRET AVENUE | LOUISVILLE | KY | 40204 | DIRECTOR | 1.00 | $65,491 | $0 | $0 |
| BETH CLARK | ||||||||
| 936 BARRET AVENUE | LOUISVILLE | KY | 40204 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BOB WHITE | ||||||||
| 936 BARRET AVENUE | LOUISVILLE | KY | 40204 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KENNEISHA PARHAM | ||||||||
| 936 BARRET AVENUE | LOUISVILLE | KY | 40204 | LPN | 40.00 | $93,623 | $4,378 | $0 |
| MARK KITCHEN | ||||||||
| 936 BARRET AVENUE | LOUISVILLE | KY | 40204 | MAINTENANCE SUPERVIS | 40.00 | $75,790 | $0 | $0 |
| KELLY YURT | ||||||||
| 936 BARRET AVENUE | LOUISVILLE | KY | 40204 | SOCIAL SERVICES/MARK | 40.00 | $72,171 | $0 | $0 |
| DANA GRAVITT | ||||||||
| 936 BARRET AVENUE | LOUISVILLE | KY | 40204 | ADMINISTRATOR | 40.00 | $62,931 | $3,147 | $0 |
| DAWN SMITH | ||||||||
| 936 BARRET AVENUE | LOUISVILLE | KY | 40204 | ADMINISTRATOR | 40.00 | $59,619 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 4 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CULINARY SERVICES GROUPS LLC | ||||||
| 1135 BUSINESS PARKWAY SOUTH SUITE | 10 | WESTMINSTER | MD | 21157 | DIETARY SERVICES | $486,497 |
| LIBS PAVING CO INC | ||||||
| 6931 ATKINS ROAD | FLOYDS KNOBS | IN | 47119 | PAVING | $375,950 | |
| AMS HEALTHCARE STAFFING | ||||||
| 1400 BROWNS LANE UNIT A | LOUISVILLE | KY | 40207 | CONTRACT NURSING | $180,269 | |
| HIGHLAND ROOFING | ||||||
| 4007 PRODUCE ROAD | LOUISVILLE | KY | 40218 | ROOFING | $177,552 | |
| HEALTHCARE SERVICES GROUP | ||||||
| 1253 HADDONFIELD BERLIN RD | VOORHEES | NJ | 08043 | DIETARY SERVICES | $115,535 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE LOUISVILLE PROTESTANT ALTENHEIM (THE "ALTENHEIM") WAS FOUNDED IN 1906 AS A LONG-TERM CARE FACILITY IN LOUISVILLE, KENTUCKY. IT IS A CONTINUING CARE RETIREMENT COMMUNITY WITH FOUR LEVELS OF CARE: INDEPENDENT LIVING; PERSONAL CARE; INTERMEDIATE CARE; AND NURSING HOME BEDS. | Description1Txt |
| Expenses1 | $2,840,580 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,038,571 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $392,559 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $159,270 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,590,400 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,590,400 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $173,856 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,416,544 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $570,827 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $116,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $310,534 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $426,884 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1986-04-16 | PrivateOperatingFndtnRulingDt |
| Section4942j5 | Yes (X) | Section4942j5Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $426,884 | CurrentYearAmt |
| Year1 | $113,407 | Year1Amt |
| Year2 | $34,622 | Year2Amt |
| Year3 | $187,938 | Year3Amt |
| Total | $762,851 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $426,884 | CurrentYearAmt |
| Year1 | $113,407 | Year1Amt |
| Year2 | $34,622 | Year2Amt |
| Year3 | $187,938 | Year3Amt |
| Total | $762,851 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $380,551 | CurrentYearAmt |
| Year1 | $404,781 | Year1Amt |
| Year2 | $339,886 | Year2Amt |
| Year3 | $303,247 | Year3Amt |
| Total | $1,428,465 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| NURSING HOME FEES | 08 | $2,886,549 |
| RESIDENTIAL INCOME | 08 | $75,669 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $216,021 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,110 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,962,218 | ExclusionAmt |
| Related Or Exempt Function Incm | $225,131 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,187,349 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | DIRECT CHARGES TO INDIVIDUALS FOR CARE AT NURSING HOME |
| 1A | DIRECT CHARGES TO INDIVIDUALS FOR CARE AT NURSING HOME |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SYB TRUST | FMV | $7,358,562 | $7,358,562 |
| SYB STITZEL TRUST | FMV | $1,937,831 | $1,937,831 |
| SYB CPMF TRUST | FMV | $1,077,850 | $1,077,850 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $350,000 | $0 | $350,000 | $350,000 |
| BUILDNGS AND IMPROVEMENTS | $5,046,311 | $4,020,173 | $1,026,138 | $1,026,138 |
| MACHINERY AND EQUIPMENT | $1,130,525 | $1,024,262 | $106,263 | $106,263 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH SURRENDER OF LIFE INSURANCE | Desc |
| BOY Book Value | $174,849 | BOYBookValueAmt |
| EOY Book Value | $159,270 | EOYBookValueAmt |
| EOYFMV | $159,270 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $2,321,207 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DIETARY SERVICES | $487,196 | $0 | $469,382 | $17,814 |
| HOUSEKEEPING EXPENSE | $21,403 | $0 | $20,620 | $783 |
| PROPERTY INSURANCE | $102,012 | $0 | $98,282 | $3,730 |
| OTHER INSURANCE | $26,114 | $0 | $25,159 | $955 |
| HEALTH PROVIDER FEES | $12,317 | $0 | $11,867 | $450 |
| ADVERTISING | $46,002 | $0 | $44,320 | $1,682 |
| OFFICE EXPENSES | $46,527 | $0 | $44,826 | $1,701 |
| ACTIVITIES | $6,617 | $0 | $6,375 | $242 |
| NURSING SUPPLIES | $53,766 | $0 | $51,800 | $1,966 |
| CONSULTANTS/CONTRACT LABOR | $202,938 | $0 | $195,518 | $7,420 |
| NURSING HOME | $117,736 | $0 | $113,431 | $4,305 |
| CONTINUING EDUCATION | $1,876 | $0 | $1,807 | $69 |
| BUSINESS LICENSES | $3,774 | $0 | $3,636 | $138 |
| INTERNMENT EXPENSES | $1,093 | $0 | $1,053 | $40 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| NURSING HOME FEES | $2,886,549 | $2,886,549 |
| RESIDENTIAL INCOME | $75,669 | $75,669 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $2,092 | BOYBookValueAmt |
| EOY Book Value | $2,093 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER PROFESSIONAL FEES | $17,179 | $0 | $16,551 | $628 |
| INVESTMENT FEES | $57,166 | $57,166 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $121,658 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $117,210 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,448 | DisbursementsCharitablePrpsAmt |