Nonprofit · EIN 38-3921041
WORKSITE WELLNESS COUNCIL OF LOUISVILLE INC
Also known as MATT B SCHWARTZ
Tax-exempt · LOUISVILLE, KY 40220
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $23,318 | $28,065 | -$4,747 | $2,532 | $0 | $2,532 |
| December 31, 2024 | 990-PF | $14,885 | $17,402 | -$2,517 | $7,279 | $0 | $7,279 |
| December 31, 2023 | 990-PF | $18,427 | $19,074 | -$647 | $9,796 | $0 | $9,796 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $18,750
- Other income
- $4,568
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $23,497
Balance sheet and other
- Total assets, start of year
- $7,279
- Total assets, end of year
- $2,532
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,532
- Fair market value of assets
- $2,532
- Qualifying distributions
- $23,497
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATT B SCHWARTZ 2950 BRECKENRIDGE LANE SUITE 8A, LOUISVILLE, KY 40220 | PRESIDENT | 1 | $0 |
| ALLISON LEDFORD 224 E BROADWAY/7TH FLOOR M-21, LOUISVILLE, KY 40202 | SECRETARY | 1 | $0 |
| PATRICIA KILLION 224 E BROADWAY SUITE 300, LOUISVILLE, KY 40202 | TREASURER | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATT B SCHWARTZ 2950 BRECKENRIDGE LANE SUITE 8A, LOUISVILLE, KY 40220 | PRESIDENT | 1 | $0 |
| ALLISON LEDFORD 224 E BROADWAY/7TH FLOORD M-21, LOUISVILLE, KY 40202 | SECRETARY | 1 | $0 |
| PATRICIA KILLION 224 E BROADWAY SUITE 300, LOUISVILLE, KY 40202 | TREASURER | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATT B SCHWARTZ 2950 BRECKENRIDGE LANE SUITE 8A, LOUISVILLE, KY 40220 | PRESIDENT | 1 | $0 |
| ALLISON LEDFORD 224 E BROADWAY/7TH FLOORD M-21, LOUISVILLE, KY 40202 | SECRETARY | 1 | $0 |
| PATRICIA KILLION 224 E BROADWAY SUITE 300, LOUISVILLE, KY 40202 | TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2950 BRECKENRIDGE LN STE 8, LOUISVILLE, KY 40220-1462
- In care of
- % MATT B SCHWARTZ
- Signed the 990-PF
- MATT SCHWARTZ, PRESIDENT
- Phone
- (502) 451-1111
- Return prepared by
- LOUIS T ROTH & CO PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 38-3921041
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Health care (E60)
- Assets (IRS master file)
- $2,532
- Income (IRS master file)
- $23,318
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $23,318 | $28,065 | $2,532 | XML |
| 990-PF | December 2024 | $14,885 | $17,402 | $7,279 | XML |
| 990-PF | December 2023 | $18,427 | $19,074 | $9,796 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-3921041).
Questions about WORKSITE WELLNESS COUNCIL OF LOUISVILLE INC
- What is the EIN of WORKSITE WELLNESS COUNCIL OF LOUISVILLE INC?
- The employer identification number (EIN) of WORKSITE WELLNESS COUNCIL OF LOUISVILLE INC is 38-3921041.
- Is WORKSITE WELLNESS COUNCIL OF LOUISVILLE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to WORKSITE WELLNESS COUNCIL OF LOUISVILLE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does WORKSITE WELLNESS COUNCIL OF LOUISVILLE INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WORKSITE WELLNESS COUNCIL OF LOUISVILLE INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WORKSITE WELLNESS COUNCIL OF LOUISVILLE INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of WORKSITE WELLNESS COUNCIL OF LOUISVILLE INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does WORKSITE WELLNESS COUNCIL OF LOUISVILLE INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $23,318, expenses of $28,065 and total assets of $2,532 at year end.
Other nonprofits in LOUISVILLE
- BAPTIST HEALTHCARE SYSTEM INC EIN 61-0444707 · last filed 990 for 2025
- NORTON HOSPITALS INC EIN 61-0703799 · last filed 990 for 2024
- UOFL HEALTH-LOUISVILLE INC EIN 84-3178470 · last filed 990 for 2025
- UNIVERSITY MEDICAL CENTER INC EIN 61-1293786 · last filed 990 for 2025
- COMMUNITY MEDICAL ASSOCIATES INC EIN 61-1276316 · last filed 990 for 2024
- BAPTIST HEALTH MEDICAL GROUP INC EIN 20-5497203 · last filed 990 for 2025
- NORTON HEALTHCARE INC EIN 61-1028725 · last filed 990 for 2024
- UNIVERSITY OF LOUISVILLE PHYSICIANS INC EIN 27-3645560 · last filed 990 for 2025