Bluegrass Senior Assist
- Assets
- $4.4m
- Revenue
- $53.3k
- Investments
- $0.0
- Employees
- 1
- Location
- Lexington, KY
- Founding
- 02/2019
- Data as of
- 12/2021
- EIN
- 81-4933944
Organization Overview
Bluegrass Senior Assist is located in Lexington, KY. The organization was established in 2019. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bluegrass Senior Assist is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
EMPOWERING FAMILIES THROUGH EDUCATION SO THEY CAN RETAIN CONTROL BY MAKING INFORMED DECISIONS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
WE MEET WITH INDIVIDUALS AND FAMILIES TO REVIEW THEIR UNIQUE SITUATION AND PROVIDE OPTIONS FOR PLANNING THAT MATCH THEIR GOALS. WE PROVIDE THE EDUCATION TO HELP THEM NAVIGATE ESTATE, FINANCIAL, AND TAX PLANNING. ADDITIONALLY WE PROVIDE RESOURCES IN THE AREAS OF MEDICARE, MEDICAID, SOCIAL SECURITY, AND VETERAN BENEFITS. WE WANT TO EMPOWER INDIVIDUALS AND FAMILIES THROUGH EDUCATION SO THEY CAN RETAIN CONTROL BY MAKING INFORMED DECISIONS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Michael Pepper Executive Dir. | OfficerTrustee | 40 | $37,500 |
Blake V Edwards Director | Trustee | 1 | $0 |
Mike Conklin Director | Trustee | 1 | $0 |
Dr John W Richard Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $52,264 |
| Investment income | $1,044 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $53,308 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $37,500 |
| Compensation of current officers, directors, key employees. | $9,375 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $3,487 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $218 |
| Fees for services: Accounting | $13,265 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $7,137 |
| Fees for services: Other | $0 |
| Advertising and promotion | $187 |
| Office expenses | $5,842 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $90,453 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $5,792 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $4,396,260 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $4,402,052 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $3,876,107 |
| Total liabilities | $3,876,107 |
| Net assets without donor restrictions | $525,945 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $4,402,052 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Bluegrass Senior Assist has recieved totaling $5,600.
| Awarding Organization | Amount |
|---|---|
National Christian Charitable Foundation Inc Alpharetta, GA PURPOSE: GROWTH | $5,600 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
International Association Of Sheet Metal Air Rail & Transportation Parma, OH | $15,017,637 | $10,750,864 |
Parkway Village Inc Little Rock, AR | $46,357,587 | $10,218,970 |
Western Illinois Electrical Coop Carthage, IL | $25,735,291 | $9,998,239 |
Safe Families For Children Alliance Chicago, IL | $3,523,068 | $9,924,305 |
Affordable Housing Partners Inc Carmel, IN | $150,650,716 | $9,214,618 |
Wnc Bridge Foundation Asheville, NC | $146,559,840 | $12,380,465 |
Lac Courte Oreilles Ojibwe School Hayward, WI | $14,755,136 | $9,679,407 |
American Council For An Energy Efficient Economy Washington, DC | $16,572,613 | $13,111,647 |
Healing Place Inc Louisville, KY | $37,666,074 | $13,853,449 |
Douglass Community Services Inc Hannibal, MO | $3,361,431 | $10,312,306 |
Cox Health Systems Hmo Inc Springfield, MO | $37,618,692 | $12,571,299 |
Michigan Nonprofit Association Lansing, MI | $6,155,794 | $10,465,564 |