BOURBON HEIGHTS INCORPORATED: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: BOURBON HEIGHTS INCORPORATED (EIN 61-0650767)
Tax period: 2023-10-01 to 2024-09-30
Filed: 2025-08-04
IRS object ID: 202512169349301046
Schema version: 2023v6.0
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
Schedule A
Schedule B
Schedule D
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-08-04T11:43:39-05:00	ReturnTs
Tax Period End	2024-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	610420207	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	JONES NALE & MATTINGLY PLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	401 WEST MAIN STREET SUITE 1100	AddressLine1Txt
City	LOUISVILLE	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	40202	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-10-01	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	2025-08-04	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KORTNEY RYAN	PreparerPersonNm
PTIN	P01432484	PTIN
Phone	5025830248	PhoneNum

Field	Value	IRS element (for citing)
Tax	2023	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	$10,888,176	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	BOURBON HEIGHTS, INC. IS A NON-PROFIT LONG-TERM CARE PROVIDER OFFERING A FULL CONTINUUM 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	8	VotingMembersGoverningBodyCnt
Voting Members Independent	8	VotingMembersIndependentCnt
Total Employee	187	TotalEmployeeCnt
Total Volunteers	15	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$101,060	PYContributionsGrantsAmt
CY Contributions Grants	$85,161	CYContributionsGrantsAmt
PY Program Service Revenue	$8,581,945	PYProgramServiceRevenueAmt
CY Program Service Revenue	$10,179,686	CYProgramServiceRevenueAmt
PY Investment Income	$32,781	PYInvestmentIncomeAmt
CY Investment Income	$261,331	CYInvestmentIncomeAmt
PY Other Revenue	$61,078	PYOtherRevenueAmt
CY Other Revenue	$58,355	CYOtherRevenueAmt
PY Total Revenue	$8,776,864	PYTotalRevenueAmt
CY Total Revenue	$10,584,533	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	$3,450,739	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$3,687,679	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$5,813,483	PYOtherExpensesAmt
CY Other Expenses	$6,271,936	CYOtherExpensesAmt
PY Total Expenses	$9,264,222	PYTotalExpensesAmt
CY Total Expenses	$9,959,615	CYTotalExpensesAmt
PY Revenues Less Expenses	-$487,358	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$624,918	CYRevenuesLessExpensesAmt
Total Assets BOY	$3,002,802	TotalAssetsBOYAmt
Total Assets EOY	$10,489,470	TotalAssetsEOYAmt
Total Liabilities BOY	$1,265,308	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$767,460	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,737,494	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$9,722,010	NetAssetsOrFundBalancesEOYAmt
Mission	BOURBON HEIGHTS, INC. 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	$8,944,412	ExpenseAmt
Revenue	$10,238,425	RevenueAmt
Desc	THE CORPORATION'S PRINCIPAL ACTIVITY IS PROVIDING NURSING CARE AND RETIREMENT SERVICES THROUGH 109 LICENSED BEDS AND 29 APARTMENTS.	Desc
Total Program Service Expenses	$8,944,412	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	30	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	187	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	8	GoverningBodyVotingMembersCnt
Independent Voting Member	8	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	Yes (1)	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	KAITLIN HOWARD	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
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

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
DR MANDY MCCAULEY THORNBERRY
CHAIRMAN	2.00	Yes (X)	Yes (X)	$0	$0	$0
SHEA ERNEST
DIRECTOR	2.00	Yes (X)		$0	$0	$0
MICHELLE BALES
VICE CHAIR	2.00	Yes (X)	Yes (X)	$0	$0	$0
HARRY B PARK
SECRETARY	2.00	Yes (X)	Yes (X)	$0	$0	$0
JEFF BELL
DIRECTOR	2.00	Yes (X)		$0	$0	$0
WAYNE LOGAN
DIRECTOR	2.00	Yes (X)		$0	$0	$0
MARIE SMART
DIRECTOR	2.00	Yes (X)		$0	$0	$0
ASA MCCRACKEN
DIRECTOR	2.00	Yes (X)		$0	$0	$0
JEFFREY STIDAM
ADMINISTRATOR	40.00			$120,080	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$120,080	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	$1,300,767
AEGIS THERAPIES
PO BOX 936653	ATLANTA	GA	311936653	THERAPY PROVIDER	$1,021,659
CONSOLIDATED MEDICAL STAFFING
4384 CLEARWATER WAY	LEXINGTON	KY	40515	STAFFING SERVICES	$763,409
US FOOD SERVICE
5445 SPELLMIRE DR	CINCINNATI	OH	45246	MEAL SERVICES	$333,561
NR INC
101 VENTURE COURT STE 1B	LEXINGTON	KY	40511	STAFFING SERVICES	$185,014

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	5	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$85,161	AllOtherContributionsAmt
Total Contributions	$85,161	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	NET PATIENT REVENUE	Desc
Business	623000	BusinessCd
Total Revenue Column	$10,179,686	TotalRevenueColumnAmt
Related Or Exempt Func Income	$10,179,686	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$10,179,686	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$260,947	TotalRevenueColumnAmt
Exclusion	$260,947	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$304,027	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$303,643	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$384	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$384	TotalRevenueColumnAmt
Related Or Exempt Func Income	$384	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER REVENUES	Desc
Business	900099	BusinessCd
Total Revenue Column	$58,355	TotalRevenueColumnAmt
Related Or Exempt Func Income	$58,355	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$58,355	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,584,533	TotalRevenueColumnAmt
Related Or Exempt Func Income	$10,238,425	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$260,947	ExclusionAmt

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

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$3,228,739	TotalAmt
Program Services	$2,932,720	ProgramServicesAmt
Management And General	$296,019	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$220,754	TotalAmt
Program Services	$200,515	ProgramServicesAmt
Management And General	$20,239	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$238,186	TotalAmt
Program Services	$216,349	ProgramServicesAmt
Management And General	$21,837	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$28,849	TotalAmt
Management And General	$28,849	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$180,750	TotalAmt
Management And General	$180,750	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$7,430	TotalAmt
Management And General	$7,430	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$2,373,324	TotalAmt
Program Services	$2,257,164	ProgramServicesAmt
Management And General	$116,160	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$70,235	TotalAmt
Program Services	$5,873	ProgramServicesAmt
Management And General	$64,362	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$166,722	TotalAmt
Program Services	$159,720	ProgramServicesAmt
Management And General	$7,002	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$25,978	TotalAmt
Program Services	$24,887	ProgramServicesAmt
Management And General	$1,091	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$123,805	TotalAmt
Program Services	$118,605	ProgramServicesAmt
Management And General	$5,200	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$333,138	TotalAmt
Program Services	$308,311	ProgramServicesAmt
Management And General	$24,827	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
ANCILLARIES	$1,255,368	$1,255,368
FOOD AND SUPPLEMENTS	$452,920	$452,920
HEALTH CARE PROVIDER TA	$364,111	$364,111
REPAIRS AND MAINTENANCE	$236,574	$226,638	$9,936

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$652,732	TotalAmt
Program Services	$421,231	ProgramServicesAmt
Management And General	$231,501	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$9,959,615	TotalAmt
Program Services	$8,944,412	ProgramServicesAmt
Management And General	$1,015,203	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$154,252	BOYAmt
EOY	$519,448	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$223,631	BOYAmt
EOY	$225,583	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
EOY	$30,000	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$972,897	BOYAmt
EOY	$694,606	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$43,726	BOYAmt
EOY	$35,401	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$94,184	BOYAmt
EOY	$5,797	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$5,880,304	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$5,022,544	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$747,215	BOYAmt
EOY	$857,760	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$627,208	BOYAmt
EOY	$718,714	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$139,689	BOYAmt
EOY	$40,702	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$7,361,459	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,002,802	BOYAmt
EOY	$10,489,470	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$801,979	BOYAmt
EOY	$634,923	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$463,329	BOYAmt
EOY	$132,537	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,265,308	BOYAmt
EOY	$767,460	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	$1,737,494	BOYAmt
EOY	$2,143,740	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
EOY	$7,578,270	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,737,494	BOYAmt
EOY	$9,722,010	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,002,802	BOYAmt
EOY	$10,489,470	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$624,918	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$116,654	NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments	$6,266,868	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$976,076	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
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	$147,256	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$774,428	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$403,834	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$101,160	CurrentTaxYearMinus1YearAmt
Current Tax Year	$85,161	CurrentTaxYearAmt
Total	$1,511,839	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,777,704	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$8,152,536	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$8,513,997	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,600,139	CurrentTaxYearMinus1YearAmt
Current Tax Year	$10,238,041	CurrentTaxYearAmt
Total	$44,282,417	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,924,960	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$8,926,964	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$8,917,831	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,701,299	CurrentTaxYearMinus1YearAmt
Current Tax Year	$10,323,202	CurrentTaxYearAmt
Total	$45,794,256	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	$45,794,256	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$24,608	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$23,001	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$16,867	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$17,948	CurrentTaxYearMinus1YearAmt
Current Tax Year	$260,947	CurrentTaxYearAmt
Total	$343,371	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$24,608	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$23,001	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$16,867	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$17,948	CurrentTaxYearMinus1YearAmt
Current Tax Year	$260,947	CurrentTaxYearAmt
Total	$343,371	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,949,568	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$8,949,965	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$8,934,698	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,719,247	CurrentTaxYearMinus1YearAmt
Current Tax Year	$10,584,149	CurrentTaxYearAmt
Total	$46,137,627	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.99260	PublicSupportCY509Pct
Public Support PY509	0.99620	PublicSupportPY509Pct
Investment Income CY	0.00740	InvestmentIncomeCYPct
Investment Income PY	0.00380	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	$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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	0.08900	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.91100	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.00000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	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	$1,465,917	OtherCostOrOtherBasisAmt
Depreciation	$1,042,840	DepreciationAmt
Book Value	$423,077	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,251,909	OtherCostOrOtherBasisAmt
Depreciation	$2,163,666	DepreciationAmt
Book Value	$88,243	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,108,435	OtherCostOrOtherBasisAmt
Depreciation	$1,816,038	DepreciationAmt
Book Value	$292,397	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$857,760	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDesc	Book ValueBookValueAmt
RIGHT OF USE	$8,548
BENEFICIAL INTEREST IN TRUST	$7,352,911

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$7,361,459	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
STOCK YARDS LINE OF CREDIT	$123,989
LEASE LIABILITY	$8,548

Field	Value	IRS element (for citing)
Total Liability	$132,537	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$11,677,263	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$116,654	NetUnrealizedGainsInvstAmt
Other Revenue	$976,076	OtherRevenueAmt
Revenue Not Reported	$1,092,730	RevenueNotReportedAmt
Revenue Subtotal	$10,584,533	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$10,584,533	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$9,959,615	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$9,959,615	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$9,959,615	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

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 ORGANIZATIONS'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, 2024 AND 2023.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

CHANGE IN VALUE OF BENEFICIAL INTERESTS 976,076.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 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	BOURBON HEIGHTS, INC.'S 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 2,257,164. MANAGEMENT AND GENERAL EXPENSES 116,160. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,373,324.
FORM 990, PART XI, LINE 9:	CHANGE IN VALUE OF BENEFICIAL INTEREST 976,076.
FORM 990, PART XII, LINE 2C:	THIS REVIEW PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
FORM 990, PART XI, LINE 8	PRIOR TO 9/30/2023, THE ORGANIZATION'S FINANCIAL STATEMENTS WERE NOT AUDITED. THE $6,266,868 PRIOR PERIOD ADJUSTMENT SHOWN ON FORM 990, PART XI, LINE 8 IS A RESULT OF ADJUSTMENTS MADE DURING THE AUDIT OF FYE 9/30/2023, WHICH WAS COMPLETED AFTER THE 990 FOR THAT TAX YEAR WAS FILED. THE ADJUSTMENT WAS PRIMARILY RELATED TO AN ENDOWMENT.