NAZARETH LITERARY & BENEVOLENT: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- NAZARETH LITERARY & BENEVOLENT (EIN 51-0155793)
- Tax period
- 2010-09-01 to 2011-08-31
- Filed
- 2012-03-26
- IRS object ID
- 201220869349300722
- Schema version
- 2010v3.4
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-26T12:57:32-05:00 | Timestamp |
| Tax Period End Date | 2011-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES NALE & MATTINGLY PLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 642 SOUTH FOURTH AVENUE SUITE 300 | AddressLine1 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 40202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510155793 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAZARETH LITERARY & BENEVOLENT | BusinessNameLine1 |
| Business Name Line2 | INSTITUTION NAZARETH HOME | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NAZA | NameControl |
| Phone | 5024599681 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 NEWBURG ROAD | AddressLine1 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 40205 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEVIN WHEATLEY | Name |
| Title | CFO | Title |
| Phone | 5024599681 | Phone |
| Date Signed | 2012-03-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DENNIS G MARTIN | Name |
| Phone | 5025830248 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KEVIN WHEATLEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 NEWBURG ROAD | AddressLine1 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 40205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 15140348 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Other | X | TypeOfOrganizationOther |
| Type Of Org Other Description | BRANCH | TypeOfOrgOtherDescription |
| Year Formation | 1976 | YearFormation |
| State Legal Domicile | KY | StateLegalDomicile |
| Activity Or Mission Description | TO SERVE ALL THOSE WHO NEED LONG TERM NURSING CARE AND REHABILITATION SERVICES IN THE SPIRIT OF JESUS AND THE TRADITION OF ITS SPONSOR, THE SISTERS OF CHARITY OF NAZARETH. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 358 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 29506 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 90705 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 13409500 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 13774912 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 859 | InvestmentIncomePriorYear |
| Investment Income Current Year | 267 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 133180 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1274464 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 13573045 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15140348 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8889592 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9389410 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5136979 | OtherExpensePriorYear |
| Other Expenses Current Year | 5497200 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14026571 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14886610 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -453526 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 253738 | RevenuesLessExpensesCY |
| Total Assets BOY | 25805074 | TotalAssetsBOY |
| Total Assets EOY | 26312076 | TotalAssetsEOY |
| Total Liabilities BOY | 758326 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1011590 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 25046748 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 25300486 | NetAssetsOrFundBalancesEOY |
| Mission Description | SEE PREVIOUS STATEMENT, PART I. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 13266756 | Expense |
| Revenue | 15049376 | Revenue |
| Description | NURSING HOME PROVIDING SKILLED, INTERMEDIATE, AND PERSONAL CARE SERVICES AS WELL AS ANCILLARY SERVICES TO THE RESIDENTS. | Description |
| Total Program Service Expense | 13266756 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 19 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 358 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 1 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN WHEATLEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5024599681 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 NEWBURG ROAD | AddressLine1 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 40205 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per WeekAverageHoursPerWeek | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| ELIZABETH RAPP | |||||||
| CHAIR | X | 0 | 0 | 0 | |||
| REV JERRY EIFLER | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| NICK ISING | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| JUDY RALEY | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| JACQUELINE ACETO | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| MARY ZEHNDER | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| ZACH STERNS MD | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| MICHAEL D LUSH | |||||||
| SECRETARY | X | 0 | 0 | 0 | |||
| THERESA BATLINER | |||||||
| VICE CHAIR/FINANCE | X | 0 | 0 | 0 | |||
| MARY HAYNES | |||||||
| CEO/ADMINISTRATOR | 117827 | 0 | 11443 | 40.00 | X | X | |
| KEVIN WHEATLEY | |||||||
| CFO | 93383 | 0 | 2521 | 40.00 | X | ||
| SANDRA KING | |||||||
| ASSISTANT ADMINISTRATOR | 86338 | 0 | 6103 | 40.00 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 297548 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 20067 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ANTHEM BLUE CROSS BLUE SHIELD | |||||
| 9901 LINN STATION RD | LOUISVILLE | KY | 40223 | GROUP HEALTH INSURANCE | 700937 |
| HEALTHCARE THERAPY SERVICES | |||||
| 1411 W COUNTRY LINE RD SUITE A | GREENWOOD | IN | 46142 | REHAB/THERAPY | 605931 |
| MEDCARE PHARMACY | |||||
| 350 ARISTOCRAT DR | FLORENCE | KY | 41042 | PHARMACY SERVICES | 403023 |
| WAKER MECHANICAL CONTRACTORS | |||||
| 1400 WEST JEFFERSON STREET | LOUISVILLE | KY | 40203 | HVAC SYSTEMS | 342208 |
| SYSCO CORPORATION - LOUISVILLE | |||||
| 7705 NATIONAL TPKE | LOUISVILLE | KY | 40214 | FOOD SUPPLIES | 281660 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| All Other Contributions | 90705 | AllOtherContributions |
| Total Contributions | 90705 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NET PATIENT SERVICE RE | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 13774912 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13774912 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 13774912 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 267 | TotalRevenueColumn |
| Exclusion | $267 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SCN SUBSIDY | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 1274464 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1274464 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1274464 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15140348 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15049376 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $267 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7729163 | Total |
| Program Services | 7049287 | ProgramServices |
| Management And General | 679876 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88277 | Total |
| Program Services | 68144 | ProgramServices |
| Management And General | 20133 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1018320 | Total |
| Program Services | 968696 | ProgramServices |
| Management And General | 49624 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 553650 | Total |
| Program Services | 504787 | ProgramServices |
| Management And General | 48863 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5891 | Total |
| Management And General | 5891 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32090 | Total |
| Management And General | 32090 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20148 | Total |
| Management And General | 20148 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17798 | Total |
| Program Services | 17752 | ProgramServices |
| Management And General | 46 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 994754 | Total |
| Program Services | 945017 | ProgramServices |
| Management And General | 49737 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85835 | Total |
| Management And General | 85835 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SUPPLIES | 1795869 | 1729439 | 66430 |
| PURCHASED SERVICES | 1460410 | 1441049 | 19361 |
| PLANT & EQUIPMENT REPAI | 466962 | 466962 | |
| PROVIDER TAX | 367354 | 367354 | |
| EDUCATION | 33033 | 23007 | 10026 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 217056 | Total |
| Program Services | 52616 | ProgramServices |
| Management And General | 164440 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14886610 | Total |
| Program Services | 13266756 | ProgramServices |
| Management And General | 1619854 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1097700 | BOY |
| EOY | 1229414 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1023249 | BOY |
| EOY | 1361054 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24787 | BOY |
| EOY | 20248 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 37196952 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 13495592 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23659338 | BOY |
| EOY | 23701360 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25805074 | BOY |
| EOY | 26312076 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 758326 | BOY |
| EOY | 1011590 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 758326 | BOY |
| EOY | 1011590 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25046748 | BOY |
| EOY | 25300486 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25046748 | BOY |
| EOY | 25300486 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25805074 | BOY |
| EOY | 26312076 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 253738 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 29643 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23896 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 29506 | CurrentTaxYearMinus1Year |
| Current Tax Year | 90705 | CurrentTaxYear |
| Total | 173750 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12256608 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12265791 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13183121 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13409500 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13774912 | CurrentTaxYear |
| Total | 64889932 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12256608 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12295434 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13207017 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13439006 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13865617 | CurrentTaxYear |
| Total | 65063682 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 65063682 | PublicSupportTotal509 |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15242 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31595 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24390 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 30365 | CurrentTaxYearMinus1Year |
| Current Tax Year | 90972 | CurrentTaxYear |
| Total | 192564 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12271850 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12327029 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13231407 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13469371 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13956589 | CurrentTaxYear |
| Total | 65256246 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99700 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99810 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 33340891 | OtherCostOrOtherBasis |
| Depreciation | 10659691 | Depreciation |
| Book Value | 22681200 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3706825 | OtherCostOrOtherBasis |
| Depreciation | 2709684 | Depreciation |
| Book Value | 997141 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 149236 | OtherCostOrOtherBasis |
| Depreciation | 126217 | Depreciation |
| Book Value | 23019 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 23701360 | TotalOfBookValueLandBuildings |
| Total Revenue | 15140348 | TotalRevenue |
| Total Expenses | 14886610 | TotalExpenses |
| Excess Or Deficit For Year | 253738 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | 253738 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 15140348 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 15140348 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 15140348 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 14886610 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 14886610 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 14886610 | TotalExpensesPerForm990 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SUBSEQUENT EVENT | FORM 990, PART I, LINE 22 | EFFECTIVE SEPTEMBER 1, 2011, NAZARETH LITERARY AND BENEVOLENT INSTITUTION (NLBI) CONVEYED TO NAZARETH HOME, INC, THE ASSETS AND OPERATIONS OF THE FACILITY OPERATED AS NAZARETH HOME. THE BUILDING AND IMPROVEMENTS CURRENTLY CARRIED BY NAZARETH HOME WILL BE TRANSFERRED TO NLBI AND LEASED ALONG WITH THE LAND ON WHICH THE BUILDING STANDS TO NAZARETH HOME, INC. NAZARETH HOME,INC. WILL FILE FORM 990 FOR THE YEAR BEGINNING SEPTEMBER 1, 2011 AND ENDING AUGUST 31, 2012 TO REPORT THE OPERATIONS OF NAZARETH HOME. AS A RESULT, THIS RETURN WILL CONSTITUTE A FINAL RETURN BEING FILED UNDER THE NAME OF NAZARETH LITERARY & BENEVOLENT INSTITUTION NAZARETH HOME. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WILL BE REVIEWED BY THE FINANCE COMMITTEE BEFORE FILING | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY AND DISCLOSURE STATEMENT ARE FURNISHED TO BOARD MEMBERS ANNUALLY TO BE COMPLETED AND SIGNED BY THE BOARD MEMBER. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES IS DETERMINED BY AN ANNUAL REVIEW OF JOB GRADES AND CURRENT COMPARABLE INDUSTRY STANDARDS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS CAN BE MADE AVAILABLE TO THE PUBLIC UPON REQUEST | |
| CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC | FORM 990, PART VII | ELIZABETH RAPP - 101 SOUTH FIFTH STREET, LOUISVILLE, KY 40202. REV. JERRY EIFLER - 572 UPLAND ROAD, LOUISVILLE, KY 40206. NICK ISING - 1324 E. WASHINGTON STREET, LOUISVILLE, KY 40206. JUDY RALEY - PO BOX 187, NAZARETH, KY 40048. JACQUELINE ACETO - 2002 NEWBURG ROAD, LOUISVILLE, KY 40205. MARY ZEHNDER - 3309 WILLOW WAY, LOUISVILLE, KY 40218. ZACH STERNS, M.D. - 3 AUDOBON PLAZA DRIVE SUITE 420, LOUISVILLE, KY 40217. MICHAEL D. LUSH - 4801 ELMCROFT LANE, LOUISVILLE, KY 40241. THERESA BATLINER - 462 SOUTH FOURTH STREET, LOUISVILLE, KY 40202. |
| FORM 990, PART XI, LINE 2C: | THE NAZARETH HOME ADVISORY BOARD HAS A FINANCE COMMITTEE WHICH ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. NLBI APPOINTS/SELECTS THE AUDITOR FOR NAZARETH HOME AFTER CONSULATION WITH THE NAZARETH HOME ADVISORY BOARD FINANCE COMMITTEE. |
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