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Nonprofit · EIN 38-3921041

WORKSITE WELLNESS COUNCIL OF LOUISVILLE INC

Also known as MATT B SCHWARTZ

Tax-exempt · LOUISVILLE, KY 40220

Financials

$18K$19K2023$15K$17K2024$23K$28K2025
Revenue Expenses · by fiscal year end
Financials of WORKSITE WELLNESS COUNCIL OF LOUISVILLE INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$23,318$28,065-$4,747$2,532$0$2,532
December 31, 2024990-PF$14,885$17,402-$2,517$7,279$0$7,279
December 31, 2023990-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.

NameTitleHours / weekCompensation
MATT B SCHWARTZ
2950 BRECKENRIDGE LANE SUITE 8A, LOUISVILLE, KY 40220
PRESIDENT1$0
ALLISON LEDFORD
224 E BROADWAY/7TH FLOOR M-21, LOUISVILLE, KY 40202
SECRETARY1$0
PATRICIA KILLION
224 E BROADWAY SUITE 300, LOUISVILLE, KY 40202
TREASURER1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
MATT B SCHWARTZ
2950 BRECKENRIDGE LANE SUITE 8A, LOUISVILLE, KY 40220
PRESIDENT1$0
ALLISON LEDFORD
224 E BROADWAY/7TH FLOORD M-21, LOUISVILLE, KY 40202
SECRETARY1$0
PATRICIA KILLION
224 E BROADWAY SUITE 300, LOUISVILLE, KY 40202
TREASURER1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
MATT B SCHWARTZ
2950 BRECKENRIDGE LANE SUITE 8A, LOUISVILLE, KY 40220
PRESIDENT1$0
ALLISON LEDFORD
224 E BROADWAY/7TH FLOORD M-21, LOUISVILLE, KY 40202
SECRETARY1$0
PATRICIA KILLION
224 E BROADWAY SUITE 300, LOUISVILLE, KY 40202
TREASURER1$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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-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

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$23,318$28,065$2,532XML
990-PFDecember 2024$14,885$17,402$7,279XML
990-PFDecember 2023$18,427$19,074$9,796XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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.

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