2025-11-24T15:19:03-06:00 2025-06-30 610420207 JONES NALE & MATTINGLY PLC 401 WEST MAIN STREET SUITE 1100 LOUISVILLE KY 40202 990 2024-07-01 611216323 HARBOR HOUSE OF LOUISVILLE INC HARB 5027190072 PO BOX 58219 LOUISVILLE KY 40268 MARIA SMITH CHIEF EXECUTIVE OFFICER 5027190072 2025-11-18 1 1 TRAVIS C FRICK P01728213 5025830248 2024 2025-03-06 01:10:19Z MARIA SMITH PO BOX 58219 LOUISVILLE KY 40268 7902905 0 X WWW.HHLOU.ORG X 1992 KY TO EMPOWER DISABLED INDIVIDUALS AND THEIR FAMILIES TO LEAD FULFILLED AND PRODUCTIVE LIVES. 17 17 136 430 0 0 8428643 2572219 3547379 4874958 38545 97191 73306 38590 12087873 7582958 0 0 0 0 3738193 4814686 0 0 257926 2195670 2832842 5933863 7647528 6154010 -64570 26662624 26055431 7258760 6716137 19403864 19339294 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 6658949 4919190 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. 6658949 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 1 1 136 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 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 X JARED BAUMAN DIRECTOR 1.00 X 0 0 0 CLAIRE BRANDENBURG DIRECTOR 1.00 X 0 0 0 ANNE CARRICO DIRECTOR 1.00 X 0 0 0 PAMELA COOPER FAMILY REPRESENTATIVE 1.00 X 0 0 0 TOM DREXLER DIRECTOR 1.00 X 0 0 0 KATIE EDWARDS SECRETARY 1.00 X X 0 0 0 RICK FARRAR EMERITUS 1.00 X 0 0 0 WOODE HANNAH DIRECTOR 1.00 X 0 0 0 VICTORIA JUDE HOPKINS DIRECTOR 1.00 X 0 0 0 JONI JENKINS DIRECTOR 1.00 X 0 0 0 JB KEOWN DIRECTOR 1.00 X 0 0 0 DAVID OWEN DIRECTOR 1.00 X 0 0 0 FATHER LEO PAYYAPPILLY DIRECTOR 1.00 X 0 0 0 PHIL PEERCY DIRECTOR 1.00 X 0 0 0 DEENA PLUHAR PRESIDENT 1.00 X X 0 0 0 RICHARD SWOPE VICE-PRESIDENT 1.00 X X 0 0 0 JACKIE WARNER EMERITUS 1.00 X 0 0 0 JOHN ZOELLER EMERITUS 1.00 X 0 0 0 SEAN SALISBURY DIRECTOR 1.00 X 0 0 0 DENNIS RIGGS TREASURER 1.00 X X 0 0 0 TOM EVANS CFO 40.00 X 119172 0 11308 MARIA SMITH CEO 40.00 X 243757 0 15315 362929 0 26623 2 0 1 0 SCHAEFER GENERAL CONTRACTING 4716 PINEWOOD ROAD LOUISVILLE KY 40218 CONSTRUCTION WORK 2367305 SUPERIOR VAN & MOBILITY 1506 LAKESHORE COURT LOUISVILLE KY 40223 VAN SUPPLIER 249855 JRA ARCHITECTS 301 EAST VINE STREET LEXINGTON KY 40507 ARCHITECTS 242712 GORDON FOOD SERVICE INC PO BOX 88029 CHICAGO IL 60680 FOOD SUPPLIER 122445 4 205958 359398 2006863 141663 2572219 MEDICAID REIMBURSEMENT 900099 2423084 2423084 TUITION AND FEES 900099 2321658 2321658 MAIL FULFILLMENT 900099 130216 130216 4874958 97191 97191 314305 205958 319947 -5642 -5642 MISCELLANEOUS 900099 44232 44232 44232 7582958 4919190 0 91549 338530 304677 20312 13541 3762263 3386036 225736 150491 411072 386408 16443 8221 302821 272539 18169 12113 179610 104501 39256 35853 34550 13769 102 20679 92256 76850 14207 1199 85219 66386 17045 1788 336259 336259 957473 813184 144289 185202 129516 55686 REPAIRS AND MAINTENANCE 319066 311600 7466 SUPPLIES 309196 181146 128050 HEALTHCARE PROVIDER TAX 107494 107494 POSTAGE AND DELIVERY 39151 36802 2349 187366 131782 41543 14041 7647528 6658949 730653 257926 1892090 333264 2478857 5641720 1836932 398044 414882 23720059 3039769 18474576 20680290 256194 311206 26662624 26055431 171057 57419 6799993 6400867 287710 257851 7258760 6716137 X 14195083 15937057 5208781 3402237 19403864 19339294 26662624 26055431 -64570 0 X X 0 1 X 1 0 X 1236108 2257845 7302214 8267369 2006863 21070399 1201102 1998367 2444454 3547379 4874958 14066260 543791 276711 609469 397652 358537 2186160 2981001 4532923 10356137 12212400 7240358 37322819 16900 214858 65516 94000 159500 550774 1970984 1038781 6085706 3835994 690586 13622051 1987884 1253639 6151222 3929994 850086 14172825 23149994 854 1226 1201 38545 97191 139017 854 1226 1201 38545 97191 139017 2981855 4534149 10357338 12250945 7337549 37461836 0.61800 0.55220 0.00370 0.00140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18153416 1668572 16484844 102003 55408 46595 2625571 1315789 1309782 2839069 2839069 20680290 ACCRUED PAYROLL 148735 DUE TO RELATED PARTY 109116 257851 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, 2023. 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 520263 205958 314305 69601 250346 520263 205958 314305 69601 250346 319947 -5642 X 0 0 0 0 0 0 0 0 0 MARIA SMITH CEO 243757 0 0 0 0 0 0 0 15315 0 259072 0 0 0 X MEDIA - PR AND MARKETING 75500 1 ESTIMATED FAIR MARKE X VEHICLE 25609 1 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 311206 INTERCOMPANY RECEIVABLE HARBOR HOUSE HOME SWEET HOME INC E 109116 INTERCOMPANY PAYABLE