2021-07-29T09:52:02-05:00 2020-12-31 453048812 BESTEN & DIERUF PLLC 190 MARKET STREET LEXINGTON KY 40507 990 2020-01-01 010665790 COUNCIL OF STATE ARCHIVISTS COUN 5022298222 PO BOX 1583 FRANKFORT KY 406021583 JAMI AWALT SECRETARY-TREASURER 5022298222 2021-07-14 1 JAMI AWALT 999009999 ANDREW H DIERUF CPA P01239897 8592544427 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JAMI AWALT PO BOX 1583 FRANKFORT KY 406021583 279715 0 X HTTPS://WWW.STATEARCHIVISTS.ORG/ X 2002 KY TO PROMOTE THE IDENTIFICATION, PRESERVATION, AND DISSEMINATION OF ESSENTIAL HISTORICAL RECORDS DOCUMENTATION OF THE UNITED STATES 10 10 1 81 0 0 302964 272205 23556 2848 7681 2462 0 2200 334201 279715 0 0 0 0 82439 81348 0 0 0 207215 221838 289654 303186 44547 -23471 303103 326401 6505 46478 296598 279923 TO PROMOTE THE IDENTIFICATION, PRESERVATION, AND DISSEMINATION OF ESSENTIAL HISTORICAL RECORDS DOCUMENTATION OF THE UNITED STATES 0 0 226444 2848 TO PROMOTE THE IDENTIFICATION, PRESERVATION, AND DISSEMINATION OF ESSENTIAL HISTORICAL RECORDS DOCUMENTATION OF THE UNITED STATES 226444 1 1 0 0 0 0 0 0 0 0 0 1 0 0 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 8 0 1 1 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 5022298222 PO BOX 1583 FRANKFORT KY 406021583 X JODIE FOLEY IMMEDIATE PAST-PRESIDENT 1.00 X X 0 0 0 THOMAS J RULLER PRESIDENT 2.00 X X 0 0 0 ERIC EMERSON VICE-PRESIDENT 1.00 X X 0 0 0 STEVE EXCELL DIRECTOR 1.00 X 0 0 0 DAVE JOENS DIRECTOR 1.00 X 0 0 0 SHAWN ROUNDS DIRECTOR 1.00 X 0 0 0 KEN WILLIAMS DIRECTOR 1.00 X 0 0 0 JAMI AWALT SECRETARY-TREASURER 1.00 X X 0 0 0 BETH GOLDING DIRECTOR 1.00 X 0 0 0 KAREN GRAY DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 120625 62136 89444 272205 ANNUAL MEETING AND SPE 519100 2848 2848 2848 2462 2462 OTHER INCOME 900099 2200 2200 2200 279715 5048 0 2462 X 75000 56250 18750 609 457 152 5739 4304 1435 10142 10142 107513 91381 16132 28252 15048 13204 15763 15763 38164 38164 1137 1137 OTHER PROGRAM EXPENSE 19840 19840 DUES 1000 1000 MISCELLANEOUS 27 27 303186 226444 76742 0 99048 93225 20517 15896 1000 1528 86256 96395 96282 119357 303103 326401 6505 12914 20600 0 12964 6505 46478 X 296598 279923 296598 279923 303103 326401 -23471 6796 0 X 0 0 0 X 228188 262441 287616 326636 274405 1379286 228188 262441 287616 326636 274405 1379286 1379286 2685 5891 6648 7572 2462 25258 1404544 49533 0.98200 0.98330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 FEDERATED STRATEGIC VALUE DIVIDEND INSTL CL 44732 F PGIM TOTAL RETURN BOND CL 2 31956 F FIRST TRUST CAP STRENGTH 42669 F 119357 OTHER ACCRUED LIABILITIES 12964 12964 X 286511 6796 6796 279715 0 279715 303186 0 303186 0 303186 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT IS, HOWEVER, SUBJECT TO INCOME TAXES ON "UNRELATED BUSINESS INCOME," OF WHICH MANAGEMENT HAS DETERMINED THERE WAS NONE FOR THE YEAR ENDED DECEMBER 31, 2018. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2018 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. THE ORGANIZATION'S FEDERAL EXEMPT INFORMATION RETURN (FORM 990) FOR THE YEARS ENDED 2018, 2017, AND 2016 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION REVIEWED FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO DISCLOSE THE CONFLICT OR POTENTIAL CONFLICT AS SOON AS HE OR SHE RECOGNZIES IT. A CONFLICT INTEREST DISCLSOURE STATEMENT IS DISTRIBUTED TO BOARD MEMBERS ANNUALY, THE MEMBER IS REQUIRED TO SIGN THAT THEY RECEIVED THE STATEMENT, UNDERSTAND THE POLICY, AND WILL COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS FOR THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES AVAILABLE THIS INFORMATION UPON REQUEST, EITHER BY MAIL OR E-MAIL FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES AVAILABLE THIS INFORMATION UPON REQUEST, EITHER BY MAIL OR E-MAIL FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 52,050. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 52,050. ADMINISTRATIVE SERVICES: PROGRAM SERVICE EXPENSES 39,331. MANAGEMENT AND GENERAL EXPENSES 16,132. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 55,463.