2025-08-04T11:43:39-05:00 2024-09-30 610420207 JONES NALE & MATTINGLY PLC 401 WEST MAIN STREET SUITE 1100 LOUISVILLE KY 40202 990 2023-10-01 610650767 BOURBON HEIGHTS INC BOUR 8599875750 2000 SOUTH MAIN STREET PARIS KY 40361 TOM DAVIS ADMINISTRATOR 8599875750 2025-08-04 1 1 KORTNEY RYAN P01432484 5025830248 2023 2025-03-06 01:10:19Z TOM DAVIS 2000 SOUTH MAIN STREET PARIS KY 40361 10888176 0 X WWW.BOURBONHEIGHTS.COM X 1964 KY 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. 8 8 187 15 0 0 101060 85161 8581945 10179686 32781 261331 61078 58355 8776864 10584533 0 0 0 0 3450739 3687679 0 0 0 5813483 6271936 9264222 9959615 -487358 624918 3002802 10489470 1265308 767460 1737494 9722010 BOURBON HEIGHTS, INC. STRIVES TO ENHANCE THE QUALITY OF LIFE FOR ELDERLY INDIVIDUALS RESIDING IN BOURBON COUNTY AS WELL AS SURROUNDING COUNTIES. 0 0 8944412 10238425 THE CORPORATION'S PRINCIPAL ACTIVITY IS PROVIDING NURSING CARE AND RETIREMENT SERVICES THROUGH 109 LICENSED BEDS AND 29 APARTMENTS. 8944412 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 30 0 1 187 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X KAITLIN HOWARD 8599875750 2000 SOUTH MAIN STREET PARIS KY 40361 X DR MANDY MCCAULEY THORNBERRY CHAIRMAN 2.00 X X 0 0 0 SHEA ERNEST DIRECTOR 2.00 X 0 0 0 MICHELLE BALES VICE CHAIR 2.00 X X 0 0 0 HARRY B PARK SECRETARY 2.00 X X 0 0 0 JEFF BELL DIRECTOR 2.00 X 0 0 0 WAYNE LOGAN DIRECTOR 2.00 X 0 0 0 MARIE SMART DIRECTOR 2.00 X 0 0 0 ASA MCCRACKEN DIRECTOR 2.00 X 0 0 0 JEFFREY STIDAM ADMINISTRATOR 40.00 X 120080 0 0 120080 0 0 1 0 0 0 SHIFTKEY 3710 COMMERCE ST SUITE 100 DALLAS TX 75204 SCHEDULING SERVICES 1300767 AEGIS THERAPIES PO BOX 936653 ATLANTA GA 311936653 THERAPY PROVIDER 1021659 CONSOLIDATED MEDICAL STAFFING 4384 CLEARWATER WAY LEXINGTON KY 40515 STAFFING SERVICES 763409 US FOOD SERVICE 5445 SPELLMIRE DR CINCINNATI OH 45246 MEAL SERVICES 333561 NR INC 101 VENTURE COURT STE 1B LEXINGTON KY 40511 STAFFING SERVICES 185014 5 85161 85161 NET PATIENT REVENUE 623000 10179686 10179686 10179686 260947 260947 304027 303643 384 384 384 OTHER REVENUES 900099 58355 58355 58355 10584533 10238425 0 260947 X 3228739 2932720 296019 220754 200515 20239 238186 216349 21837 28849 28849 180750 180750 7430 7430 2373324 2257164 116160 70235 5873 64362 166722 159720 7002 25978 24887 1091 123805 118605 5200 333138 308311 24827 ANCILLARIES 1255368 1255368 FOOD AND SUPPLEMENTS 452920 452920 HEALTH CARE PROVIDER TA 364111 364111 REPAIRS AND MAINTENANCE 236574 226638 9936 652732 421231 231501 9959615 8944412 1015203 0 154252 519448 223631 225583 30000 972897 694606 43726 35401 94184 5797 5880304 5022544 747215 857760 627208 718714 139689 40702 0 7361459 3002802 10489470 801979 634923 463329 132537 1265308 767460 X 1737494 2143740 7578270 1737494 9722010 3002802 10489470 X 624918 116654 6266868 976076 X X 0 1 X 1 0 X 147256 774428 403834 101160 85161 1511839 8777704 8152536 8513997 8600139 10238041 44282417 8924960 8926964 8917831 8701299 10323202 45794256 0 0 0 45794256 24608 23001 16867 17948 260947 343371 24608 23001 16867 17948 260947 343371 8949568 8949965 8934698 8719247 10584149 46137627 0.99260 0.99620 0.00740 0.00380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7004043 1105251 37670 8071624 6529401 474642 7004043 0.08900 0.91100 0.00000 0 0 54043 54043 1465917 1042840 423077 2251909 2163666 88243 2108435 1816038 292397 857760 RIGHT OF USE 8548 BENEFICIAL INTEREST IN TRUST 7352911 7361459 STOCK YARDS LINE OF CREDIT 123989 LEASE LIABILITY 8548 132537 X 11677263 116654 976076 1092730 10584533 0 10584533 9959615 0 9959615 0 9959615 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. 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.