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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 20-2314620

FORTUNATE FAMILIES INC

Tax-exempt · LEXINGTON, KY 40522

Financials

$83K$87K2023$64K$77K2024
Revenue Expenses · by fiscal year end
Financials of FORTUNATE FAMILIES INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-EZ$63,701$76,527-$12,826$73,763$555$73,208
December 31, 2023990-EZ$83,010$87,080-$4,070$87,850$1,816$86,034
Financial details: 990-EZ for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$63,701

Expenses

Compensation of officers, directors and key employees
$51,000
Salaries, compensation and benefits (total)
$49,200
Professional fees and payments to contractors
$8,727
Printing, publications and postage
$1,481
Other expenses
$17,119

Balance sheet and other

Total assets, start of year
$87,850
Total assets, end of year
$73,763
Total liabilities, end of year
$555
Net assets, end of year
$73,208
Cash, savings and investments
$73,763
Gross receipts
$63,701

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-EZ for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
STANLEY ZERKOSWKIEXECUTIVE DIRECTOR40$44,000
BRADFORD YELVINGTONFINANCE DIRECTOR20$7,000
FR FRANCIS GARGANIDIRECTOR10$0
CHRISTIAN MATSONVICE PRESIDENT10$0
FR MARIO SERRANODIRECTOR10$0
CHRISTINE ZUBADIRECTOR10$0
EDWARD BEUCHELPRESIDENT10$0
DAVID PALMIERIDIRECTOR10$0
JENNY NAUGHTONDIRECTOR10$0
EMILY GARVEYSECRETARY10$0
FR FRANCIS GARGANIDIRECTOR10$0
BRIAN HALDERMANTREASURER10$0
990-EZ for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensation
STANLEY ZERKOSWKIEXECUTIVE DIRECTOR40$44,000
BRADFORD YELVINGTONFINANCE DIRECTOR0$7,000
FR FRANCIS GARGANIDIRECTOR10$0
DEACON STEVE HESTERVICE PRESIDENT10$0
JANICE SCHWEGMANNDIRECTOR10$0
FR MARIO SERRANODIRECTOR10$0
CHRISTINE ZUBADIRECTOR10$0
EDWARD BEUCHELPRESIDENT10$0
MELINDA MOOREDIRECTOR10$0
BETTY DIRRSECRETARY10$0
FR FRANCIS GARGANIDIRECTOR10$0

Address and contacts

Address (IRS master file)
PO BOX 22317, LEXINGTON, KY 40522-2317
In care of
% BRADFORD YELVINGTON
Signed the 990-EZ
BRADFORD YELVINGTON, FINANCE DIRECTOR
Phone
(859) 327-1047
Return prepared by
John Eipert CPA PSC

Mission

RELIGIOUS

990-EZ for the year ended December 31, 2024

Program accomplishments

  • SEE SCHEDULE O

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2025 990-EZ for FORTUNATE FAMILIES INC

Due May 15, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
20-2314620
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2006
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$73,763
Income (IRS master file)
$63,701

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2024$63,701$76,527$73,763XML
990-EZDecember 2023$83,010$87,080$87,850XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2018–––IRS
990-EZDecember 2017–––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 20-2314620).

Questions about FORTUNATE FAMILIES INC

What is the EIN of FORTUNATE FAMILIES INC?
The employer identification number (EIN) of FORTUNATE FAMILIES INC is 20-2314620.
Is FORTUNATE FAMILIES INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to FORTUNATE FAMILIES INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does FORTUNATE FAMILIES INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of FORTUNATE FAMILIES INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FORTUNATE FAMILIES INC last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
Who are the officers and directors of FORTUNATE FAMILIES INC?
The 990-EZ for the year ended December 31, 2024 lists 12 people; 2 received compensation from the organization, the highest $44,000 (STANLEY ZERKOSWKI, EXECUTIVE DIRECTOR).
How much revenue does FORTUNATE FAMILIES INC have?
On its 990-EZ for the year ended December 31, 2024 it reported revenue of $63,701, expenses of $76,527 and total assets of $73,763 at year end.

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