2013-05-14T09:05:43-05:00 2012-06-30 390758449 WIPFLI LLP PO BOX 8700 MADISON WI 537088700 990 2011-07-01 610650121 COMMUNITY ACT COUNCIL FOR LEX-FAY BOUR HARR AND NICH COUNTIES COMM 8592334600 710 WEST HIGH STREET LEXINGTON KY 40508 JACK BURCH 8592334600 2013-05-14 1 JEAN CHRISTENSEN P00368719 6082741980 2011 2016-02-24 21:20:13Z JACK BURCH 710 WEST HIGH STREET LEXINGTON KY 40508 23016260 0 X WWW.COMMACTION.ORG X 1965 KY THE MISSION OF COMMUNITY ACTION COUNCIL IS TO COMBAT POVERTY. 42 42 372 174 0 0 24043430 19973971 2563133 2964438 65144 31672 -2 3316 26671705 22973397 4957376 4361033 0 0 13464228 13534851 0 0 74216 6662851 5415740 25084455 23311624 1587250 -338227 11101826 9996643 5883321 5096070 5218505 4900573 X THE MISSION OF COMMUNITY ACTION COUNCIL FOR LEXINGTON-FAYETTE, BOURBON, HARRISON AND NICOLAS COUNTIES, INC. IS TO COMBAT POVERTY.THE PURPOSE AND FUNCTION OF THE ORGANIZATION IS THE FOLLOWING:TO WORK WITH THREE SIGNIFICANT GROUPS IN THE COMMUNITY, CONSUMERS, THE PUBLIC SECTOR, AND THE PRIVATE SECTOR, TO SEEK OUT, IDENTIFY, AND ELIMINATE THE CAUSES OF POVERTY WITHIN THESE COMMUNITIES.TO MAKE MEMBER COMMUNITIES MORE RESPONSIVE TO THE NEEDS AND INTERESTS OF THE POOR BY MOBILIZING RESOURCES TO COMBAT POVERTY THROUGH DEVELOPING PROGRAMS TO PROVIDE SERVICES, ASSISTANCE AND OTHER ACTIVITIES TO EXPAND EMPLOYMENT OPPORTUNITIES, IMPROVE HUMAN PERFORMANCE, MOTIVATION AND PRODUCTIVITY AND MAKE BETTER CONDITIONS UNDER WHICH PEOPLE LIVE, LEARN AND WORK THROUGH ENCOURAGING THE MAXIMUM FEASIBLE PARTICIPATION OF ALL RESIDENTS OF THE AREA AND MEMBERS OF THE GROUPS SERVED. 0 0 14626235 908176 1804722 CHILD SERVICES - THE ORGANIZATION IS THE SPONSOR OF THE FEDERAL HEAD START PROGAM IN FAYETTE, HARRISON, NICHOLAS AND SCOTT COUNTIES, KENTUCKY. IT SERVED 1,194 CHILDREN AND THEIR FAMILIES IN HEAD START. IT IS THE SPONSOR OF THE FEDERAL EARLY HEAD START PROGRAM IN FAYETTE, BOURBON, HARRISON, NICHOLAS AND SCOTT COUNTIES, KENTUCKY. IT SERVED 535 EARLY HEAD START CHILDREN AND THEIR FAMILIES. IT IS THE SPONSOR OF THE FEDERAL MIGRANT HEAD START PROGRAM FOR THE COMMONWEALTH OF KENTUCKY. IT SERVED 229 CHILDREN AND THEIR FAMILIES THROUGH MIGRANT HEAD START. ADDITIONALLY, THE ORGANIZATION PROVIDES WRAP-AROUND CHILD CARE SERVICES TO THE CHILDREN IN THE PRECEDING PROGRAMS WITH WORKING PARENTS. THESE SUPPLEMENTAL SERVICES ARE ENSURED THROUGH SUBSIDIES PROVIDED BY THE COMMONWEALTH OF KENTUCKY AND/OR PARENT CO-PAYMENTS. 3650125 2808393 882657 WEATHERIZATION/ENERGY ASSISTANCE - THE ORGANIZATION IS THE SPONSOR OF THE FEDERAL WEATHERIZATION ASSISTANCE PROGRAM IN FAYETTE, BOURBON, HARRISON AND NICHOLAS COUNTIES. IN ADDITION TO FEDERAL FUNDS, IT HAS RECEIVED SUPPLEMENTAL FUNDING FROM LOCAL AND STATE GOVERNMENTS. SERVICES WERE PROVIDED TO 118 HOUSEHOLDS IN THE FISCAL YEAR ENDING JUNE 30, 2012. THE ORGANIZATION IS THE SPONSOR OF THE FEDERAL LOW-INCOME HOME ENERGY ASSISTANCE PROGRAM (LIHEAP) IN FAYETTE, BOURBON, HARRISON AND NICHOLAS COUNTIES. IN ADDITION TO THE FEDERAL SUPPORT, IT RECEIVED FUNDS FROM THE WINTERCARE ENERGY FUND, INC., FAITH-BASED ORGANIZATIONS, BUSINESSES, INDIVIDUALS AND FOUNDATIONS TO ASSIST LOW-INCOME HOUSEHOLDS WITH ENERGY COSTS. DURING THE 2011 - 2012 HEATING SEASON, THE ORGANIZATION ASSISTED 14,300 PLUS HOUSEHOLDS WITH THEIR HOME ENERGY COSTS. 2127960 630768 243708 COMMUNITY SERVICES - THROUGH VARIOUS PROGRAMS THE COUNCIL SERVED 36,442 INDIVIDUALS DURING FISCAL YEAR 2012. THESE SERVICES INCLUDE TRANSITIONAL HOUSING AND SUPPORTIVE SERVICES THROUGH THE PROJECT INDEPENDENT, TENANT BASED RENTAL ASSISTANCE, CONTINUUM OF CARE, SAMARITAN, AND COMPREHENSIVE TREATMENT INITIATIVE PROGRAMS. THE COUNCIL ALSO ASSISTS INDIVIDUALS AND FAMILIES WITH FINANCIAL EDUCATION AND TAX PREPARATION FOR THE FINANCIAL FITNESS AND VOLUNTEER INCOME TAX ASSISTANCE PROGRAMS. 565558 0 4561 TRANSPORTATION - PROVIDES TRANSPORTATION FOR PARTICIPANTS IN THE COMMUNITIES OF LEXINGTON-FAYETTE, BOURBON, HARRISON, AND NICHOLAS COUNTIES. 276070 13696 28790 SENIOR PROGRAMS - HELPS SENIOR CITIZENS. 841628 13696 33351 21245948 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 182 0 1 372 1 0 0 0 0 0 0 0 0 0 0 X 42 42 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 KY X BEN J REYNOLDS 8592334600 710 WEST HIGH STREET LEXINGTON KY 40508 IKE ADAMS 1.00 X 0 0 0 GENEVA BACK 1.00 X 0 0 0 ALEX BARNETT 1.00 X 0 0 0 DENISE BEATTY 1.00 X 0 0 0 MICHELLE BEVERLY 1.00 X 0 0 0 JACKIE BROWN 1.00 X 0 0 0 JUDY BUSSELL 1.00 X 0 0 0 VANESSA CAISE 1.00 X 0 0 0 ART CROSBY 1.00 X 0 0 0 ELSA DAVIS 1.00 X 0 0 0 ROBERTA DAVIS 1.00 X 0 0 0 MARJUANA EDWARDS 1.00 X 0 0 0 DONNIE FOLEY 1.00 X 0 0 0 JANET FORD 1.00 X 0 0 0 LILLIAN GENTRY 1.00 X 0 0 0 JIM GRAY 1.00 X 0 0 0 RICHARD HEINE 1.00 X 0 0 0 THOMAS HOOD 1.00 X 0 0 0 LINDA HOPGOOD 1.00 X 0 0 0 CYNTHIA ISENHOUR 1.00 X 0 0 0 DEBRA JONES-RELFORD 1.00 X 0 0 0 CYNTHIA KAY 1.00 X 0 0 0 PAT LEFLER 1.00 X 0 0 0 KENNY LYONS 1.00 X 0 0 0 ROWENA MAHLOCH 1.00 X 0 0 0 TYRONA NELSON 1.00 X 0 0 0 EDUARDO NINO-MORENO 1.00 X 0 0 0 DAVID O'NEILL 1.00 X 0 0 0 EDWARD PRENTICE 1.00 X 0 0 0 JOHN RILEY 1.00 X 0 0 0 JOANNA RHODES 1.00 X 0 0 0 CARMEN SERRANO 1.00 X 0 0 0 BETTYE SIMPSON 1.00 X 0 0 0 KATHY STEIN 1.00 X 0 0 0 ANN VAIL 1.00 X 0 0 0 ELIZABETH VILLAFUERTE 1.00 X 0 0 0 JAMES ZILIAK 1.00 X 0 0 0 GENTRY LARUE 1.00 X X 0 0 0 MICHELE LEE 1.00 X X 0 0 0 MARJORIE KELLER 1.00 X X 0 0 0 JOSHUA LEWIS 1.00 X X 0 0 0 SUSIE MCEUEN 1.00 X X 0 0 0 JACK BURCH 40.00 X 136873 0 18122 BEN REYNOLDS 40.00 X 77258 0 18465 214131 0 36587 1 0 1 0 AUDUBON AREA COMMUNITY SERVICES PO BOX 20004 OWENSBORO KY 42304 CHILD SERVICE PROVIDER 793662 R&R SERVICES 121 RAINBOW DRIVE NICHOLASVILLE KY 40356 WEATHERIZATION CONTRACTOR 397336 LAKE CUMBERLAND COMMUNITY ACTION PO BOX 830 JAMESTOWN KY 42629 CHILD SERVICE PROVIDER 382425 COMMUNITY ACTION OF SOUTHERN KENTUCKY PO BOX 90014 BOWLING GREEN KY 42102 CHILD SERVICE PROVIDER 376553 BEX CONSTRUCTION INC 153 PROSPEROUS PLACE LEXINGTON KY 40509 CONSTRUCTION 194018 8 4546 126065 19775577 67783 19973971 CHILD SERVICES 624100 1804722 1804722 WEATHERIZATION/ENERGY 624200 882657 882657 COMMUNITY SERVICES 624200 243708 243708 SENIOR PROGRAMS 624210 28790 28790 TRANSPORTATION 624200 4561 4561 2964438 31672 31672 46179 4546 42863 3316 3316 22973397 2964438 0 34988 1552640 1552640 2808393 2808393 249132 249132 9087433 8136224 909554 41655 625873 602485 21700 1688 2695969 2477442 208223 10304 876444 787417 85840 3187 28700 28700 1587121 1475426 94845 16850 558870 553341 5529 390852 293823 97029 742067 544224 197843 244864 212311 32021 532 207956 207956 474888 474888 EMPLOYMENT & EDUCATION 630768 630768 OTHER BENEFICIARY ASST 144798 144798 404856 343812 61044 23311624 21245948 1991460 74216 263943 75515 23204 23974 1433642 1078628 12607 23625 64432 63479 128995 129166 11282965 4432605 7124010 6850360 1946249 1646929 87964 88860 16780 16107 11101826 9996643 1938000 1449653 54278 148690 2676502 2438085 563273 380130 295407 244312 355861 435200 5883321 5096070 X 3279500 3188670 1939005 1711903 5218505 4900573 11101826 9996643 X -338227 20295 X 0 1 1 X 1 1 X 16059965 16538867 20049385 24043430 19973971 96665618 16059965 16538867 20049385 24043430 19973971 96665618 96665618 75413 74879 77936 65144 31672 325044 18020 46179 64199 97054861 10609092 0.99600 0.90970 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING GROSS RECEIPTS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 87964 896 88860 72459 15505 87964 63687 8772 72459 79236 -15549 63687 0.79790 0.00000 0.20210 1 0 546250 546250 7592358 2188801 5403557 500570 385261 115309 2643787 1858543 785244 6850360 CAPITAL LEASES PAYABLE 164569 INTEREST RATE SWAP 270631 435200 22973397 23311624 -338227 20295 20295 -317932 25629946 20295 2593391 2613686 23016260 -42863 -42863 22973397 25947878 2593391 42863 2636254 23311624 0 23311624 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE RETIRED AND SENIOR VOLUNTEER PROGRAM ENDOWMENT FUND WAS ESTABLISHED BY A PREVIOUS RETIRED AND SENIOR VOLUNTEER PROGRAM VOLUNTEER. THIS ENDOWMENT IS FOR THE BENEFIT OF THE GRANTEE OF THE RETIRED AND SENIOR VOLUNTEER PROGRAM GRANT. COMMUNITY ACTION COUNCIL TRANSFERRED $55,000 TO BLUE GRASS COMMUNITY FOUNDATION (BGCF) TO ESTABLISH THE SECOND FUND, WITH THE ANTICIPATION THAT OTHER DONATIONS RECEIVED BY BGCF WOULD BE ADDED TO THIS FUND. COMMUNITY ACTION COUNCIL'S AGREEMENT WITH BGCF STATES THAT BGCF IS RESPONSIBLE FOR THE INVESTMENT AND ADMINISTRATION OF THE FUNDS. EACH JANUARY, 5% OF THE ROLLING 12 MONTH AVERAGE IS PLACED IN LIQUID FUNDS WHICH MAY BE WITHDRAWN AND USED FOR THE ORGANIZATION'S PROGRAMS OR REINVESTED. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. FEDERAL RETURNS FOR THE FISCAL YEARS ENDING 2009, AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE -42,863. PART XIII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE 42,863. POVERTY FORUM 46176 46176 13362 24952 46176 46176 13362 24952 38314 7862 1 AUDUBON AREA COMMUNITY SERVICE INC PO BOX 20004 OWENSBORO KY 42304 237364935 501(C)(3) 793662 CHILD CARE SERVICES COMMUNITY ACTION OF SOUTHERN KENTUCKY PO BOX 90014 BOWLING GREEN KY 42102 610660969 501(C)(3) 376553 CHILD CARE SERVICES LAKE CUMBERLAND COMMUNITY ACTION AGENCY INC PO BOX 830 JAMESTOWN KY 42629 610855431 501(C)(3) 382425 CHILD CARE SERVICES 3 0 WEATHERIZATION AND ENERGY ASSISTANCE 9850 2808393 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS THROUGH COMPLIANCE WITH MONITORING REGULATIONS BY FUNDING SOURCES AND ONGOING ONSITE MONITORING BY MIGRANT HEAD START MANAGER. X X 0 0 0 0 0 0 0 0 0 JACK BURCH 132646 0 0 0 4227 0 11101 0 7021 0 154995 0 0 0 LEXINGTON-FAYETTE URBAN COUNTY GOVERNMENT 610858140 528908AV8 2003-05-22 3250000 PURCHASE AND RENOVATION OF ADMINISTRATIVE OFFICE AND ONE COMMUNITY CENTER 0 0 0 1430000 3250000 59200 3190800 2003 0 0 1 1 0 0 0 0 0 0 1 1 NATIONAL CITY BANK 20.500000000000 1 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED IN DETAIL BY THE FINANCE COMMITTEE WHICH SUBMITTED FOR APPROVAL BY THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO DISCLOSE ALL CONFLICTS PRIOR TO A VOTE ON A FINANCIALLY RELATED MATTER. MEMBERS ARE REQUIRED TO DISCLOSE ANNUALLY ANY ENERGY RELATED INVESTMENTS IN ACCORDANCE WITH THE APPLICABLE KENTUCKY ADMINISTRATIVE REGULATION. ANY INDIVIDUAL WITH AN ACTUAL OR PERCEIVED CONFLICT OF INTEREST IS RECUSED FROM DISCUSSION AND VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 QUADRENNIAL WAGE COMPARABILITY STUDY IS USED TO DETERMINE COMPENSATION OF OFFICERS AND EMPLOYEES. THE ORGANIZATION ALSO PERFORMS ANNUAL PERFORMANCE REVIEWS AND HAS AN ANNUAL COMPENSATION PLAN. THE BOARD APPROVES THE ANNUAL COMPENSATION PLAN. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 20,295. SHEPHERD PLACE INC 710 WEST HIGH STREET LEXINGTON KY 40508 611201320 LOW-INCOME HOUSING KY 501(C)(3) LINE 9 CAC FOR LEXINGTON-FAYETTE BOURBON HARRISON AND NICHOLAS COUNTIES INC 1 WINTERCARE ENERGY FUND INC 710 WEST HIGH STREET LEXINGTON KY 40508 311095072 ENERGY ASSISTANCE KY 501(C)(3) LINE 7 CAC FOR LEXINGTON-FAYETTE BOURBON HARRISON AND NICHOLAS COUNTIES INC 1 COMMUNITY ACTION COUNCIL DEVELOPMENT CORPORATION 710 WEST HIGH STREET LEXINGTON KY 40508 800747561 LOW-INCOME HOUSING KY CAC FOR LEXINGTON-FAYETTE BOURBON HARRISON AND NICHOLAS COUNTIES INC 1 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 WINTERCARE ENERGY FUND INC C 126065 FMV