2025-02-06T12:54:59-06:00 2024-08-31 621199757 LBMC PC 325 WEST MAIN STREET STE 1600 LOUISVILLE KY 40202 990 2023-09-01 311009812 THE DREAM FACTORY INC - HEADQUARTERS DREA 5025613001 7400 NEW LAGRANGE ROAD 310 LOUISVILLE KY 40222 TOMMIE KENDALL NATIONAL DIRECTOR/CEO 5025613001 2025-01-14 1 1 JAMES STEVISON P00174524 5025851600 2023 2025-03-06 01:10:19Z TOMMIE KENDALL 7400 NEW LAGRANGE ROAD 310 LOUISVILLE KY 40222 380157 0 X WWW.DREAMFACTORYINC.ORG X 1981 KY GRANTING OF DREAMS TO CRITICALLY AND/OR CHRONICALLY ILL CHILDREN. 42 42 4 300 0 0 333974 301322 0 0 3190 10048 62052 50451 399216 361821 0 56505 0 0 257341 267438 0 0 64365 58815 61651 316156 385594 83060 -23773 452938 521656 58352 150083 394586 371573 GRANTING OF DREAMS TO CRITICALLY AND/OR CHRONICALLY ILL CHILDREN. 0 0 266099 56505 19584 GRANTING OF DREAMS TO CRITICALLY AND/OR CHRONICALLY ILL CHILDREN. 266099 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 42 42 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 CT DE FL GA IL KY ME MD MA NH NJ NC OH PA NM VA AL AK AZ AR CA CO DC HI ID IN IA KS LA MI MN MS MO MT NE NV NY ND OK OR RI SC SD TN TX UT WA WV WI WY X X THE DREAM FACTORY - HEADQUARTERS 5025613001 7400 NEW LAGRANGE ROAD SUITE 310 LOUISVILLE KY 40222 TIM BACH NATIONAL PRESIDENT 3.60 3.60 X X 0 0 0 GAYLA LANE NATIONAL VICE PRESIDENT 3.60 3.60 X X 0 0 0 LAURA WALITSKY NATIONAL SECRETARY 3.60 3.60 X X 0 0 0 WILLIAM O'BRYAN NATIONAL TREASURER 3.60 3.60 X X 0 0 0 JENNIFER HURST CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 JEREME MINER CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 BRIAN IFLAND CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 CAROLE OLIVARRI PRESIDENTIAL APPOINTEE 3.60 3.60 X 0 0 0 LISA MCINTIRE PRESIDENTIAL APPOINTEE 3.60 3.60 X 0 0 0 VICKI DAMRON PRESIDENTIAL APPOINTEE 3.60 3.60 X 0 0 0 KATIE MARSHALL CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 HELEN GOLDEN CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 STACI TALLEY CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 MARK CATUOGNO CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 MELISS KLABEL CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 NANCY HANSON CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 MARY KAY LALONDE CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 LORI ABERNATHY CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 ANGIE RILEY CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 ERIN BADDER CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 NATASHA MURDOCK CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 LUANNE WOOD CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 ANGELA UXA CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 KAREN BROOKS CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 SANDY POOLE CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 CHRIS CHAPIN CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 TRACY AVERY PARDOE CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 BRIAN JUENGLING CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 LYNDSIE MULLIN CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 RITA HOOK CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 KASI GRZEBIELSKI CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 BRANDON CLARK CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 AMY DEKRUIF CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 JOEY DANZIG CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 MELANIE VALE CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 JIM AUBREY CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 BOBBY HUYNH CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 CARMEN MAHLANDT CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 KIM NAPPER CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 ALYSSA INGLE CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 KATE HANGGE CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 BREE REED PRIM CHAPTER REPRESENTATIVE 3.60 3.60 X 0 0 0 MICHAEL MCKENZIE NATIONAL DIRECTOR/CEO( RET. 10/15/24) 5.00 35.00 X 104847 0 3145 TOMMIE KENDALL NATIONAL DIRECTOR/CEO ( CURRENT) 5.00 35.00 X 54105 0 1623 158952 0 4768 1 0 0 0 0 193933 107389 44124 301322 10048 10048 42240 12441 29799 29799 6963 5895 1068 1068 MISCELLANEOUS REVENUE 900099 19584 19584 19584 361821 19584 0 40915 56505 56505 158952 97562 34603 26787 83624 51327 6276 26021 5868 4520 800 548 18994 12909 2486 3599 5205 5165 20 20 664 226 219 219 1550 143 1085 322 25635 17431 4871 3333 12573 11812 761 2169 1475 412 282 2754 1873 523 358 EQUIPMENT RENTAL AND MA 4671 1909 2396 366 TELEPHONE 3837 2793 620 424 DUES AND SUBSCRIPTIONS 1325 1325 TAXES, LICENSE AND FEES 725 725 543 449 94 385594 266099 55130 64365 259189 89298 94287 255088 55603 46472 20146 18389 2738 3005 22131 14513 2423 7618 18552 101786 452938 521656 12940 8562 26860 36769 18552 104752 58352 150083 X 359320 370909 35266 664 394586 371573 452938 521656 -23773 760 0 X X 0 1 X 1 0 X 203372 312339 291381 333974 301322 1442388 203372 312339 291381 333974 301322 1442388 4347 1438041 3508 588 1411 3190 10048 18745 5803 24285 36676 42240 109004 61956 12698 24035 25256 19584 143529 1713666 12502 0.83920 0.85090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22131 14513 7618 7618 RIGHT OF USE LEASED ASSETS 101786 101786 LEASE LIABILITY - OPERATING 104752 104752 X PART X, LINE 2: THE ORGANIZATION IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE; THEREFORE, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES HAS BEEN MADE. ALTHOUGH THE ORGANIZATION IS EXEMPT FROM INCOME TAXES, ANY INCOME GENERATED FROM ACTIVITIES UNRELATED TO ITS EXEMPT PURPOSE IS SUBJECT TO TAX. THERE WAS NO UNRELATED BUSINESS INCOME FOR THE YEARS ENDED AUGUST 31, 2024 AND 2023. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PRESCRIBE A COMPREHENSIVE MODEL FOR HOW AN ORGANIZATION SHOULD MEASURE, RECOGNIZE, PRESENT AND DISCLOSE IN ITS CONSOLIDATED FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT AN ORGANIZATION HAS TAKEN OR EXPECTS TO TAKE ON A TAX RETURN. THERE IS NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS AS A RESULT OF THE IMPLEMENTATION OF THESE ACCOUNTING PRINCIPLES. THE ORGANIZATION'S TAX RETURNS FOR THE YEARS ENDED AUGUST 31, 2021 THROUGH 2023 ARE SUBJECT TO EXAMINATION BY VARIOUS TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES COGS PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISNG EXPENSES COGS GOLF SCRAMBLE 18839 18839 11540 SPECIAL EVENT 14220 14220 701 2 9181 9181 200 42240 42240 12441 12441 29799 1 DREAM REQUESTS TO INDIVIDUALS 2 6486 44124 FMV DREAM EXPENSES 0 0 0 0 0 0 0 0 0 MICHAEL MCKENZIE NATIONAL DIRECTOR/CEO( RET. 10/15/24 104847 0 0 0 0 0 0 0 3145 0 107992 0 0 0 X DREAM EXPENSES 0 44124 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER AND FINANCE COMMITTEE REVIEW THE 990 BEFORE FILING AND PROVIDE A COPY OF THE 990 TO THE BOARD OF DIRECTORS FOR THEIR REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C NO MEMBER OF THE BOARD OF DIRECTORS, EXECUTIVE COMMITTEE, STAFF OR VOLUNTEER OF THE DREAM FACTORY, INC. SHALL ENGAGE IN ANY ACTIVITY THAT MAY BE CONSIDERED TO BE A CONFLICT OF INTEREST TO THE ORGANIZATION. THAT IS ANY ACTIVITY FROM WHICH A MEMBER MAY REALIZE PERSONAL GAIN. MEMBERS SHALL REFRAIN FROM VOTING ON OR OTHERWISE INFLUENCING BOARD DECISIONS TO TRANSACT BUSINESS WITH INDIVIDUALS, COMPANIES OR OTHER ENTITIES IN WHICH THEY HAVE A SIGNIFICANT INTEREST OR CONTROL. FURTHER, THEY SHALL REMOVE THEMSELVES FROM ANY BOARD VOTE OR CORPORATION ACTIVITY IN WHICH THERE MAY BE A CONFLICT OF INTEREST. AS MANDATED BY THE BOARD OF DIRECTORS, ALL STAFF MEMBERS MUST SIGN THIS STATEMENT ANNUALLY. MEMBERS OF THE BOARD OF DIRECTORS ARE EXPECTED TO ABIDE BY THIS POLICY. ALL CHAPTER OFFICERS SIGN THE CONFLICT OF INTEREST STATEMENT WHEN THEY SIGN THE ANNUAL CHAPTER CONTRACT. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS USED TO DETERMINE THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER INCLUDES THE REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS IN ADVANCE, THE USE OF PERFORMANCE EVALUATIONS AND CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING OF DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. NO OTHER OFFICERS OR KEY EMPLOYEES RECEIVE COMPENSATION FROM THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.