2024-02-21T07:24:52-06:00 2023-06-30 351515068 MONROE SHINE & CO INC CPA'S PO BOX 22039 LOUISVILLE KY 402529804 990 2022-07-01 311068020 THE MORTON CENTER INC MORT 5024511221 1028 BARRET AVE LOUISVILLE KY 40204 PRISCILLA MCINTOSH CHIEF EXECUTIVE OFFICER 5024511221 2024-02-12 1 PRISCILLA MCINTOSH 999009999 0 S B SHAW CPA P00075273 5024230311 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PRISCILLA MCINTOSH 1028 BARRET AVE LOUISVILLE KY 40204 1320795 0 X WWW.THEMORTONCENTER.ORG X 1984 KY THE MORTON CENTER PROVIDES HELP AND SUPPORT TO INDIVIDUALS AND LOVED ONES IN BREAKING THE CYCLE OF ADDICTION. 11 11 21 0 0 0 624194 694900 767846 613806 846 694 -4430 -721 1388456 1308679 0 0 0 0 926509 1158073 0 0 73363 404594 451630 1331103 1609703 57353 -301024 2898581 2742052 138416 107186 2760165 2634866 THE MORTON CENTER PROVIDES HELP AND SUPPORT TO INDIVIDUALS AND LOVED ONES IN BREAKING THE CYCLE OF ADDICTION. 0 0 1194368 613806 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. 1194368 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 6 0 1 21 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 239463 0 0 239463 0 0 1 0 1 0 0 80500 100000 514400 694900 CLIENT SERVICE FEES 624100 613806 613806 613806 694 694 610 0 610 610 610 0 80500 12116 -12116 -12116 MISCELLANEOUS 900099 10785 10785 10785 1308679 613806 0 -27 260620 189567 65632 5421 724920 531559 179933 13428 102567 60939 40860 768 69966 50891 17620 1455 11500 10280 1220 79120 47590 1506 30024 7696 5589 2107 43357 40854 2193 310 54603 48329 4984 1290 41568 36715 4853 23946 22249 1095 602 2216 1980 236 69356 62421 6935 26486 23837 2649 MISCELLANEOUS 30061 26518 2562 981 REPAIRS AND MAINTENANCE 23327 20586 2741 0 DUES AND SUBSCRIPTIONS 18217 10881 6005 1331 PROFESSIONAL DEVELOPMEN 14802 735 289 13778 5375 2848 659 1868 1609703 1194368 341972 73363 188869 90333 106000 71000 39353 31531 753 753 2033496 1204413 876156 829083 1687450 1719352 2898581 2742052 14594 10308 88144 61200 35678 35678 138416 107186 X 1090436 915514 1669729 1719352 2760165 2634866 2898581 2742052 X -301024 2766 172959 X X 0 1 X 1 0 X 361126 525297 459359 535040 614400 2495222 768073 702958 645848 767846 613806 3498531 1129199 1228255 1105207 1302886 1228206 5993753 185000 282705 345500 212510 280000 1305715 0 185000 282705 345500 212510 280000 1305715 4688038 81593 66164 63495 66141 72491 349884 81593 66164 63495 66141 72491 349884 1210792 1294419 1168702 1369027 1300697 6343637 0.73900 0.75060 0.05520 0.05610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1614729 176419 126796 1664352 1997084 -317060 65295 1614729 1603952 456071 62939 1997084 1736368 -56361 76055 1603952 1633148 184740 81520 1736368 0.99000 0.01000 1 0 52000 52000 1354554 784370 570184 466247 296224 170023 56959 47226 9733 103736 76593 27143 829083 FUNDS HELD IN TRUST BY OTHERS 36534 BENEFICIAL INTEREST IN CHARITABLE TRUST 1682818 1719352 ACCRUED EXPENSES 35678 35678 1484404 2766 172959 175725 1308679 0 1308679 1609703 0 1609703 0 1609703 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 172,959. LUNCHEON 73744 73744 12117 GIVE A DAY 4000 4000 2756 2756 80500 80500 12117 12117 -12117 X X 0 0 0 0 0 0 0 0 0 PRISCILLA MCINTOSH CEO 187509 0 51954 0 0 0 0 0 0 0 239463 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 172,959. 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.