2024-01-17T12:21:36-06:00 2023-06-30 610420207 JONES NALE & MATTINGLY PLC 401 WEST MAIN STREET SUITE 1100 LOUISVILLE KY 40202 990 2022-07-01 611216323 HARBOR HOUSE OF LOUISVILLE INC HARB 5027190072 PO BOX 58219 LOUISVILLE KY 40268 MARIA SMITH CHIEF EXECUTIVE OFFICER 5027190072 2024-01-16 1 MARIA SMITH 999009999 1 TRAVIS C FRICK P01728213 5025830248 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARIA SMITH PO BOX 58219 LOUISVILLE KY 40268 10533482 0 X WWW.HHLOU.ORG X 1992 KY TO EMPOWER DISABLED INDIVIDUALS AND THEIR FAMILIES TO LEAD FULFILLED AND PRODUCTIVE LIVES. 16 16 118 274 0 0 2464545 7478357 1998367 2444454 1226 -6323 -62961 295904 4401177 10212392 0 0 0 0 1764143 2371759 0 0 125221 757000 759430 2521143 3131189 1880034 7081203 7379611 17608219 1210960 4358365 6168651 13249854 TO EMPOWER INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES TO LEAD FULFILLED AND PRODUCTIVE LIVES. HARBOR HOUSE EMPOWERS INDIVIDUALS THROUGH EMPLOYMENT, EDUCATION, AND COMMUNITY BUILDING OPPORTUNITIES. 0 0 2758740 2436929 PROVIDED SUPPORT TO INDIVIDUALS WITH DISABILITIES BY ALLOWING THEM TO ENJOY INTEGRATION INTO THE COMMUNITY THROUGH ON-SITE AND COMMUNITY EMPLOYMENT, WORKSHOPS, VOCATIONAL TRAINING AND ACTIVITIES. 2758740 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 1 0 1 118 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 KY X X THE ORGANIZATION 5027190072 PO BOX 58219 LOUISVILLE KY 40268 PHIL PEERCY BOARD MEMBER 1.00 X 0 0 0 JACQUELINE WARNER BOARD MEMBER 1.00 X 0 0 0 KATIE EDWARDS BOARD MEMBER 1.00 X 0 0 0 FATHER LEO PAYYAPPILLY BOARD MEMBER 1.00 X 0 0 0 RICK FARRAR BOARD MEMBER 1.00 X 0 0 0 ANNE CARRICO BOARD MEMBER 1.00 X 0 0 0 PHIL BALL BOARD MEMBER 1.00 X 0 0 0 DAVID OWEN BOARD MEMBER 1.00 X 0 0 0 JONI JENKINS BOARD MEMBER 1.00 X 0 0 0 SEAN SALISBURY BOARD MEMBER 1.00 X 0 0 0 PAMELA COOPER BOARD MEMBER 1.00 X 0 0 0 RICHARD SWOPE BOARD MEMBER 1.00 X 0 0 0 JAMIE TRAUGHBER PRESIDENT 1.00 X X 0 0 0 JOHN ZOELLER SECRETARY 1.00 X X 0 0 0 DENNIS RIGGS TREASURER 1.00 X X 0 0 0 DEENA PLUHAR VICE PRESIDENT 1.00 X X 0 0 0 MARIA SMITH CEO 40.00 X 187924 0 13119 TOM EVANS CFO 40.00 X 107435 0 9540 295359 0 22659 2 0 1 0 0 176143 25516 7276698 160827 7478357 MEDICAID REIMBURSEMENT 900099 1302447 1302447 TUITION AND FEES 900099 1006119 1006119 MAIL FULFILLMENT 900099 135888 135888 2444454 1202 1202 7525 -7525 -7525 -7525 609469 176143 313565 295904 295904 10212392 2436929 0 297106 337567 303810 20929 12828 1725753 1553179 102870 69704 161155 151486 6446 3223 147284 132555 8838 5891 75982 43025 16928 16029 23578 9487 69 14022 34033 28575 5033 425 74888 58338 14979 1571 8562 8562 115568 115568 55755 38991 16764 REPAIRS AND MAINTENANCE 146516 143067 3449 SUPPLIES 60875 35818 25057 HEALTHCARE PROVIDER TAX 42061 42061 POSTAGE AND DELIVERY 34136 32088 2048 87476 62130 23818 1528 3131189 2758740 247228 125221 1998989 585147 1591988 2184849 135317 175151 15914994 1467116 3508248 14447878 145069 215194 7379611 17608219 872643 13168 700 975 126698 4103492 210919 240730 1210960 4358365 X 3619393 10700597 2549258 2549257 6168651 13249854 7379611 17608219 7081203 0 X X 0 1 X 1 1 1 X 1990283 1597395 1236108 2257845 7302214 14383845 1708423 1407725 1201102 1998367 2444454 8760071 289264 81247 543791 276711 609469 1800482 3987970 3086367 2981001 4532923 10356137 24944398 25760 7125 16900 214858 65516 330159 825488 1497564 1970984 1038781 5982133 11314950 851248 1504689 1987884 1253639 6047649 11645109 13299289 1344 3101 854 1226 1201 7726 1344 3101 854 1226 1201 7726 3989314 3089468 2981855 4534149 10357338 24952124 0.53300 0.60130 0.00030 0.00040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14896897 634048 14262849 129201 70322 58879 888896 762746 126150 14447878 ACCRUED PAYROLL 133408 DUE TO RELATED PARTY 107322 240730 X PART X, LINE 2: THE ORGANIZATON QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). ALTHOUGH THE ORGANIZATION IS EXEMPT FROM INCOME TAXES, ANY INCOME GENERATED FROM ACTIVITIES UNRELATED TO THEIR EXEMPT PURPOSE IS SUBJECT TO TAX UNDER IRC SECTION 511. THERE WAS NO UNRELATED BUSINESS INCOME TAX FOR THE YEAR ENDED JUNE 30, 2022. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES HAS BEEN MADE IN THESE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION'S ACCOUNTING POLICY PROVIDES THAT A TAX EXPENSE/BENEFIT FROM AN UNCERTAIN TAX POSITION MAY BE RECOGNIZED WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTIONS OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS. THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS RESULTING IN AN ACCRUAL OF A TAX EXPENSE OR BENEFIT. THE ORGANIZATION'S RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX ARE SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES UNTIL THE EXPIRATION OF THE RELATED STATUTE OF LIMITATIONS ON THE RETURNS, WHICH IS GENERALLY THREE YEARS. KEN-DUCKY DERBY 785612 176143 609469 42576 270989 785612 176143 609469 42576 270989 313565 295904 X 0 0 0 0 0 0 0 0 0 MARIA SMITH CEO 187924 0 0 0 0 0 0 0 13119 0 201043 0 0 0 X MEDIA - PR AND MARKETING 2 116185 ESTIMATED FAIR MARKE X VEHICLE 1 22934 ESTIMATED FAIR MARKE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B BOARD MEMBERS RECEIVE A COPY OF FORM 990 FOR THEIR REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE ASKED ANNUALLY TO DISCLOSE KNOWN OR POTENTIAL CONFLICTS OF INTEREST. ANY TRANSACTIONS INVOLVING KNOWN OR POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED FOR APPROPRIATENESS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS PERFORMS AN ANNUAL WRITTEN EVALUATION OF THE CHIEF EXECUTIVE OFFICER. THE EXECUTIVE COMMITTEE SOLICITS INPUT FROM OTHER BOARD MEMBERS. THE CHIEF EXECUTIVE OFFICER'S PERFORMANCE IS EVALUATED BASED ON THE GOALS AND OBJECTIVES THAT HAVE BEEN ESTABLISHED AT THE BEGINNING OF EACH YEAR. THE COMPENSATION AMOUNT IS APPROVED BY THE EXECUTIVE COMMITTEE AND IS DETERMINED PRIMARILY THROUGH COMPARABILITY DATA. THE OTHER OFFICERS OF THE ORGANIZATION ARE EVALUATED INTERNALLY ON AN ANNUAL BASIS AND COMPENSATION IS DETERMINED PRIMARILY BY COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 19 HARBOR HOUSE MAKES ITS' GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE PUBLISHED IN AN ANNUAL REPORT. FORM 990 PART XII, LINE 2C NO CHANGES FROM PRIOR YEAR. HARBOR HOUSE HOME SWEET HOME INC 2231 LOWER HUNTERS TRACE LOUISVILLE KY 40216 465368876 PROVIDED EMPLOYMENT TO INDIVIDUALS WITH DISABILITIES KY 501(C)(3) LINE 10 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 HARBOR HOUSE HOME SWEET HOME INC D 215194 INTERCOMPANY RECEIVABLE HARBOR HOUSE HOME SWEET HOME INC E 107322 INTERCOMPANY PAYABLE