2025-05-13T12:49:16-05:00 2024-06-30 351515068 MONROE SHINE & CO INC CPA'S PO BOX 22039 LOUISVILLE KY 402529804 990 2023-07-01 311068020 THE MORTON CENTER INC MORT 5024511221 1028 BARRET AVE LOUISVILLE KY 40204 PRISCILLA MCINTOSH CHIEF EXECUTIVE OFFICER 5024511221 2025-04-02 1 1 S B SHAW CPA P00075273 5024230311 2023 2025-03-06 01:10:19Z PRISCILLA MCINTOSH 1028 BARRET AVE LOUISVILLE KY 40204 1588219 0 X WWW.THEMORTONCENTER.ORG X 1984 KY THE MORTON CENTER TRANSFORMS LIVES THROUGH INTEGRATED SUBSTANCE USE AND MENTAL HEALTH SERVICES, RESTORING SELF AND PRESERVING FAMILY WITH EDUCATION, SUPPORT, AND TREATMENT FOR INDIVIDUALS SEEKING RECOVERY AND EMOTIONAL WELL-BEING. 11 11 25 0 0 0 694900 742762 613806 842584 694 859 -721 -11391 1308679 1574814 0 0 0 0 1158073 1266982 0 0 52885 451630 459403 1609703 1726385 -301024 -151571 2742052 2806279 107186 113525 2634866 2692754 THE MORTON CENTER TRANSFORMS LIVES THROUGH INTEGRATED SUBSTANCE USE AND MENTAL HEALTH SERVICES, RESTORING SELF AND PRESERVING FAMILY WITH EDUCATION, SUPPORT, AND TREATMENT FOR INDIVIDUALS SEEKING RECOVERY AND EMOTIONAL WELL-BEING. 0 0 1323151 842584 THE ORGANIZATION IS AN OUTPATIENT COUNSELING FACILITY FOR THE TREATMENT OF THE DISEASE OF ALCHOLISM AND OTHER CHEMICAL DEPENDENCIES. ITS PURPOSE IS TO PROVIDE TREATMENT SERVICES, WITHIN THE LIMITS OF ITS RESOURCES, TO CHEMICALLY DEPENDENT PERSONS OF ALL AGES AND TO PERSONS OF ALL ECONOMIC ABILITIES, AS WELL AS TO THE MEMBERS OF THEIR FAMILIES TOUCHED BY THE DISEASE. THE ORGANIZATION RECEIVES ITS SUPPORT PRIMARILY FROM PATIENT BILLINGS, INVESTMENT INCOME, DONATIONS AND GRANTS. THE ORGANIZATION SERVES THE LOUISVILLE AREA AND THE SURROUNDING COUNTIES. 1323151 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 25 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 KY X PRISCILLA MCINTOSH 5024511221 1028 BARRET AVE LOUISVILLE KY 40204 JIM MURPHY DIRECTOR 1.00 X 0 0 0 KATRINA GREEN PRESIDENT 1.00 X 0 0 0 JACK MOSS JR DIRECTOR 1.00 X 0 0 0 HOPE MCLAUGHLIN DIRECTOR 1.00 X 0 0 0 KEM DELANEY-ELLIS DIRECTOR 1.00 X 0 0 0 STEPHEN C GAULT DIRECTOR 1.00 X 0 0 0 WALTER E BADENHAUSEN JR MD DIRECTOR 1.00 X 0 0 0 ANDY BLIEDEN DIRECTOR 1.00 X 0 0 0 LUCY HERRMANN DIRECTOR 1.00 X 0 0 0 JOHN J WERNERT MD MHA DIRECTOR 1.00 X 0 0 0 LIZ STEARMAN VICE PRESIDENT 1.00 X 0 0 0 PRISCILLA MCINTOSH CEO 40.00 X 207322 0 0 207322 0 0 1 0 1 0 0 76539 666223 742762 CLIENT SERVICE FEES 624100 842584 842584 842584 859 859 540 0 540 540 540 0 76539 13405 -13405 -13405 MISCELLANEOUS 900099 1474 1474 1474 1574814 842584 0 -10532 207322 152695 50651 3976 871413 653421 203306 14686 109834 76253 33581 78413 57752 19157 1504 25704 24386 1318 21847 6442 2137 13268 21897 21376 521 41267 39635 1489 143 64836 53152 5226 6458 55825 50020 5805 19692 16958 1401 1333 9867 9402 465 66189 59570 6619 30300 27270 3030 REPAIRS AND MAINTENANCE 29509 28135 1374 DUES AND SUBSCRIPTIONS 24251 15102 8087 1062 MISCELLANEOUS 23730 22946 734 50 PROFESSIONAL DEVELOPMEN 11007 1143 1439 8425 13482 7493 4530 1459 1726385 1323151 350349 52885 90333 12757 71000 56000 31531 38428 753 754 2114449 1263779 829083 850670 1719352 1847670 2742052 2806279 10308 19725 61200 58122 35678 35678 107186 113525 X 915514 845084 1719352 1847670 2634866 2692754 2742052 2806279 X -151571 3450 206009 X X 0 1 X 1 0 X 525297 459359 535040 614400 666223 2800319 702958 645848 767846 613806 842584 3573042 1228255 1105207 1302886 1228206 1508807 6373361 282705 345500 212510 280000 157500 1278215 0 282705 345500 212510 280000 157500 1278215 5095146 66164 63495 66141 72491 76253 344544 66164 63495 66141 72491 76253 344544 1294419 1168702 1369027 1300697 1585060 6717905 0.75840 0.73900 0.05130 0.05520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1664352 210317 81999 1792670 1614729 176419 126796 1664352 1997084 -317060 65295 1614729 1603952 456071 62939 1997084 1736368 -56361 76055 1603952 0.99000 0.01000 1 0 52000 52000 1354554 819102 535452 539023 320330 218693 50137 43863 6274 118735 80484 38251 850670 FUNDS HELD IN TRUST BY OTHERS 34237 BENEFICIAL INTEREST IN CHARITABLE TRUST 1813433 1847670 ACCRUED EXPENSES 35678 35678 1784273 3450 206009 209459 1574814 0 1574814 1726385 0 1726385 0 1726385 PART V, LINE 4: THE ORGANIZATION RECEIVES INTEREST INCOME FROM THE ENDOWMENT. THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO SUPPORT OPERATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN CHARITABLE TRUST 206,009. LUNCHEON 72176 72176 13405 GIVE A DAY 4363 4363 76539 76539 13405 13405 -13405 X X 0 0 0 0 0 0 0 0 0 PRISCILLA MCINTOSH CEO 204061 0 3261 0 0 0 0 0 0 0 207322 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE 990 AND THE BOARD REVIEWS A COPY OF THE 990 BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 15 ON AN ANNUAL BASIS, THE BOARD MEMBERS MEET TO DISCUSS AND DETERMINE THE COMPENSATION FOR THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER. THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER AND MANAGEMENT ALSO MEET ON AN ANNUAL BASIS TO DISCUSS AND DETERMINE THE COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. THESE MEETINGS ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE IRS FORM 990, ANNUAL AUDIT AND ORGANIZATION BY-LAWS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN CHARITABLE TRUST 206,009. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. THE ORGANIZATION MAINTAINS AN EXECUTIVE COMMITTEE COMPRISED EXCLUSIVELY OF DIRECTORS WHO SELECT THE INDEPENDENT AUDITOR. THE COMMITTEE MEETS WITH THE INDEPENDENT AUDITOR AT THE CONCLUSION OF THE ANNUAL AUDIT.