LOUISVILLE PROTESTANT ALTENHEIM: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LOUISVILLE PROTESTANT ALTENHEIM (EIN 61-0449634)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-08
- IRS object ID
- 202213129349101671
- Schema version
- 2021v4.2
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-08T13:26:03-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-07 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELINDA L HECK | PreparerPersonNm |
| PTIN | P01392306 | PTIN |
| Phone | 5024269660 | PhoneNum |
| Preparation | 2022-11-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,881,326 | 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 | $1,970 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $182,799 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $182,799 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $182,799 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $618,939 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,181,714 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $618,939 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $52,041 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,927,251 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,927,251 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,730,959 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $801,738 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,162,091 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,119,869 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $1,119,869 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $74,558 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $74,558 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $77,066 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,308 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $14,758 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $82,329 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $82,329 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $100,057 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $100,057 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $204,078 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $204,078 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,652 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $8,652 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,397,803 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,397,803 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,064,412 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,308 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,002,104 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,064,412 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,308 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,002,104 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $666,547 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $739,430 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $159,987 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $491,653 | CashBOYAmt |
| Cash EOY | $556,702 | CashEOYAmt |
| Cash EOYFMV | $556,702 | CashEOYFMVAmt |
| Acct Rcvbl | $60,610 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $20,000 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $53,054 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $40,610 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $40,610 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $9,203 | InventoriesBOYAmt |
| Inventories EOY | $9,203 | InventoriesEOYAmt |
| Inventories EOYFMV | $9,203 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $10,467 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $45,272 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $45,272 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $11,513,459 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,766,095 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,766,095 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,216,303 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,927,708 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,275,244 | LandBOYAmt |
| Land EOY | $1,288,595 | LandEOYAmt |
| Land EOYFMV | $1,288,595 | LandEOYFMVAmt |
| Other Assets BOY | $187,672 | OtherAssetsBOYAmt |
| Other Assets EOY | $174,849 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $174,849 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,540,752 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,881,326 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,881,326 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $121,188 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $216,050 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $1,172 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $20,340 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $2,592 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,092 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $124,952 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $238,482 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $12,186,251 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $13,337,717 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,229,549 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $1,305,127 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,415,800 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,642,844 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,540,752 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,881,326 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,415,800 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $666,547 | ExcessRevenueOverExpensesAmt |
| Other Increases | $560,497 | OtherIncreasesAmt |
| Subtotal | $14,642,844 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,642,844 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| SYB ACCOUNT #0729 - DETAIL MAINTAINED | 2020-12-31 | $29,440 | $24,225 | $5,215 | $5,215 | |
| SYB ACCOUNT #0729 - DETAIL MAINTAINED | 2021-12-31 | $94,665 | $55,477 | $39,188 | $39,188 | |
| SYB ACCOUNT #0523 - DETAIL MAINTAINED | 2021-12-31 | $85,975 | $48,634 | $37,341 | $37,341 | |
| SYB ACCOUNT #0523 - DETAIL MAINTAINED | 2021-12-31 | $1,570,847 | $1,296,056 | $274,791 | $274,791 | |
| SYB ACCOUNT #0569 - DETAIL MAINTAINED | 2021-12-31 | $21,000 | $11,515 | $9,485 | $9,485 | |
| SYB ACCOUNT #0569 - DETAIL MAINTAINED | 2021-12-31 | $184,799 | $126,868 | $57,931 | $57,931 | |
| CAPITAL GAINS DIVIDENDS | $194,988 | $194,988 | $194,988 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $618,939 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $52,041 | 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 (12 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 |
| JON BINGHAM | ||||||||
| 936 BARRET AVENUE | LOUISVILLE | KY | 40204 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOE WHITT | ||||||||
| 936 BARRET AVENUE | LOUISVILLE | KY | 40204 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARY JO COKER | ||||||||
| 936 BARRET AVENUE | LOUISVILLE | KY | 40204 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KIM STASIAK | ||||||||
| 936 BARRET AVENUE | LOUISVILLE | KY | 40204 | DIRECTOR | 1.00 | $0 | $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 |
|---|---|---|---|---|---|---|---|---|
| DANA GRAVITT | ||||||||
| 936 BARRET AVENUE | LOUISVILLE | KY | 40204 | ADMINISTRATOR | 40.00 | $115,000 | $3,500 | $0 |
| MARK KITCHEN | ||||||||
| 936 BARRET AVENUE | LOUISVILLE | KY | 40204 | MAINTENANCE SUPERVIS | 40.00 | $67,978 | $55 | $0 |
| LUIS DAISSON | ||||||||
| 936 BARRET AVENUE | LOUISVILLE | KY | 40204 | NURSING ASSISTANT | 40.00 | $55,400 | $1,014 | $0 |
| KENNEISHA PARHAM | ||||||||
| 936 BARRET AVENUE | LOUISVILLE | KY | 40204 | LPN | 40.00 | $53,620 | $2,412 | $0 |
| STACEY THOMPSON | ||||||||
| 936 BARRET AVENUE | LOUISVILLE | KY | 40204 | DIRECTOR OF NURSING | 40.00 | $53,354 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HEALTHCARE SERVICES GROUP | |||||
| 3220 TILLMAN DRIVE SUITE 300 | BENSALEM | PA | 19020 | DIETARY SERVICES | $400,469 |
| CAREER STAFF UNLIMITED | |||||
| PO BOX 301076 | DALLAS | TX | 75303 | CONTRACT NURSING | $164,510 |
| 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 | $2,616,243 | 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 | $12,153,507 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $174,849 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,328,356 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,328,356 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $184,925 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,143,431 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $607,172 | 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 | $0 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $113,407 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $113,407 | 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 | $113,407 | CurrentYearAmt |
| Year1 | $34,622 | Year1Amt |
| Year2 | $187,938 | Year2Amt |
| Year3 | $90,298 | Year3Amt |
| Total | $426,265 | 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 | $113,407 | CurrentYearAmt |
| Year1 | $34,622 | Year1Amt |
| Year2 | $187,938 | Year2Amt |
| Year3 | $90,298 | Year3Amt |
| Total | $426,265 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $404,781 | CurrentYearAmt |
| Year1 | $339,886 | Year1Amt |
| Year2 | $303,247 | Year2Amt |
| Year3 | $95,591 | Year3Amt |
| Total | $1,143,505 | 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 | $2,847,027 |
| RESIDENTIAL INCOME | 08 | $80,224 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $182,799 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $618,939 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,927,251 | ExclusionAmt |
| Related Or Exempt Function Incm | $801,738 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,728,989 | 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 | $8,993,197 | $8,993,197 |
| SYB STITZEL TRUST | FMV | $2,475,002 | $2,475,002 |
| SYB CPMF TRUST | FMV | $1,297,896 | $1,297,896 |
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 | $4,748,954 | $3,945,503 | $803,451 | $803,451 |
| MACHINERY AND EQUIPMENT | $1,117,349 | $982,205 | $135,144 | $135,144 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH SURRENDER OF LIFE INSURANCE | Desc |
| BOY Book Value | $187,672 | BOYBookValueAmt |
| EOY Book Value | $174,849 | EOYBookValueAmt |
| EOYFMV | $174,849 | EOYFMVAmt |
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 SUPPLIES | $402,238 | $0 | $402,238 | $0 |
| HOUSEKEEPING EXPENSE | $23,102 | $0 | $23,102 | $0 |
| PROPERTY INSURANCE | $61,379 | $0 | $61,379 | $0 |
| OTHER INSURANCE | $74,474 | $0 | $74,474 | $0 |
| HEALTH PROVIDER FEES | $13,700 | $0 | $13,700 | $0 |
| ADVERTISING | $27,182 | $0 | $27,182 | $0 |
| OFFICE EXPENSES | $45,884 | $0 | $45,884 | $0 |
| ACTIVITIES | $3,864 | $0 | $3,864 | $0 |
| NURSING SUPPLIES | $51,614 | $0 | $51,614 | $0 |
| CONSULTANTS/CONTRACT LABOR | $573,925 | $0 | $573,925 | $0 |
| NURSING HOME | $112,269 | $0 | $112,269 | $0 |
| CONTINUING EDUCATION | $4,460 | $0 | $4,460 | $0 |
| BUSINESS LICENSES | $2,815 | $0 | $2,815 | $0 |
| INTERNMENT EXPENSES | $897 | $0 | $897 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| NURSING HOME FEES | $2,847,027 | $2,847,027 |
| RESIDENTIAL INCOME | $80,224 | $80,224 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $560,497 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $2,592 | BOYBookValueAmt |
| EOY Book Value | $2,092 | 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 | $14,758 | $0 | $14,758 | $0 |
| INVESTMENT FEES | $62,308 | $62,308 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $82,329 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $82,329 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |