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Nonprofit · EIN 61-1390403

HISTORIC LOCUST GROVE INC

Tax-exempt · LOUISVILLE, KY 40207

Financials

$872K$905K2022$851K$984K2023
Revenue Expenses · by fiscal year end
Financials of HISTORIC LOCUST GROVE INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2024990$851,436$983,819-$132,383$8,885,461$74,362$8,811,099
June 30, 2023990$871,748$905,200-$33,452$10,369,533$1,788,961$8,580,572
Financial details: 990 for the year ended June 30, 2024

Revenue

Contributions, gifts and grants
$371,023
Membership dues
$14,030
Program service revenue
$69,114
Investment income
$210,313
Net rental income
$60,212
Net gain from sales of assets
$92,011
Net income from fundraising events
$123,429
Net income from sales of inventory
$17,345
Other revenue
$200,986

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$445,119
Salaries, compensation and benefits (total)
$544,085
Professional fundraising fees
$0
Accounting fees
$25,217
Occupancy
$28,002
Travel
$595
Depreciation
$128,275
Program services (functional)
$667,085
Management and general (functional)
$188,916
Fundraising (functional)
$127,818

Balance sheet and other

Total assets, start of year
$10,369,533
Total assets, end of year
$8,885,461
Total liabilities, end of year
$74,362
Net assets, end of year
$8,811,099
Land, buildings and equipment
$4,087,741
Net assets without donor restrictions
$3,825,227
Net assets with donor restrictions
$4,985,872
Gross receipts
$1,490,412
Employees
0
Volunteers
0
Year formed
2001
State of legal domicile
KY

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 for the year ended June 30, 2024, highest compensation first.

NameTitleHours / weekCompensation
CAROL ELYEXECUTIVE DIRECTOR
Trustee or director, Officer
40$78,000
ELIZABETH DIERUF1ST VICE PRESIDENT
Trustee or director, Officer
0$0
TYLER THOMPSONMEMBER AT LARGE
Trustee or director
0$0
MARGY THOMASMEMBER AT LARGE
Trustee or director
0$0
CHRIS CHAPPELLPRESIDENT
Trustee or director, Officer
0$0
TYLER FLEMINGMEMBER AT LARGE
Trustee or director
0$0
BRENDA TUCKSON2ND VICE PRESIDENT
Trustee or director, Officer
0$0
KEN HARRINGTONMEMBER AT LARGE
Trustee or director
0$0
ANDREA MERIWETHERMEMBER AT LARGE
Trustee or director
0$0
JANET MULLERMEMBER AT LARGE
Trustee or director
0$0
JOE PIERSONMEMBER AT LARGE
Trustee or director
0$0
GEORGE PLAGERMEMBER AT LARGE
Trustee or director
0$0
CHRISTOPHER GREENTREASURER
Trustee or director, Officer
0$0
ALEX KEPNESMEMBER AT LARGE
Trustee or director
0$0
DEL MARIE VACCAROSECRETARY
Trustee or director, Officer
0$0
4 more people on this return
NameTitleHours / weekCompensation
ALAN LODGEMEMBER AT LARGE
Trustee or director
0$0
ROSIE MASTINMEMBER AT LARGE
Trustee or director
0$0
ANN GEORGEHEADMEMBER AT LARGE
Trustee or director
0$0
ED JAMESMEMBER AT LARGE
Trustee or director
0$0
990 for the year ended June 30, 2023: 20 people
NameTitleHours / weekCompensation
CAROL ELYEXECUTIVE DIRECTOR
Officer
40$78,207
ELIZABETH DIERUF1ST VICE PRESIDENT
Trustee or director, Officer
0$0
JILL COOPERSECRETARY
Trustee or director, Officer
0$0
MARK GASTONMEMBER AT LARGE
Trustee or director
0$0
CHRIS CHAPPELLPRESIDENT
Trustee or director, Officer
0$0
KEN HARRINGTONMEMBER AT LARGE
Trustee or director
0$0
BRENDA TUCKSON2nd Vice President
Trustee or director, Officer
0$0
TYLER THOMPSONMEMBER AT LARGE
Trustee or director
0$0
CHRIS GREENTREASURER
Trustee or director, Officer
0$0
ALEX KEPNESMEMBER AT LARGE
Trustee or director
0$0
ALAN LODGEMEMBER AT LARGE
Trustee or director
0$0
MONICA WOLFMEMBER AT LARGE
Trustee or director
0$0
TYLER FLEMINGMEMBER AT LARGE
Trustee or director
0$0
ANN GEORGEHEADMEMBER AT LARGE
Trustee or director
0$0
ED JAMESMEMBER AT LARGE
Trustee or director
0$0
ANDREA MERIWETHERMEMBER AT LARGE
Trustee or director
0$0
JANET MULLERMEMBER AT LARGE
Trustee or director
0$0
MARGY THOMASMEMBER AT LARGE
Trustee or director
0$0
DEL MARIE VACCAROMEMBER AT LARGE
Trustee or director
0$0
PAULA WOLFMEMBER EX-OFFICIO
Trustee or director
0$0

Address and contacts

Address (IRS master file)
561 BLANKENBAKER LN, LOUISVILLE, KY 40207-1168
In care of
% JULIA C PARKE
Principal officer (990 for 2023)
JESSICA DAWKINS, 561 BLANKENBAKER LANE, LOUISVILLE, KY 40207
Signed the 990
JESSICA DAWKINS, PRESIDENT
Phone
(502) 897-9845
Return prepared by
Brockman Arbuckle Stapp PLLC

Mission

PRESERVE, RESTORE AND OPERATE LOCUST GROVE, A NATIONAL HISTORIC LANDMARK

990 for the year ended June 30, 2024

Program accomplishments

  • MUSEUM HOME OPERATIONS
    Expenses $667,085 · revenue $86,459

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025Not on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
61-1390403
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
2001
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$8,885,461
Income (IRS master file)
$1,490,412

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2024$851,436$983,819$8,885,461IRS
990June 2023$871,748$905,200$10,369,533XML
990June 2022$973,903$707,231$9,808,619IRS
990June 2021–––IRS
990June 2020–––IRS
990June 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 61-1390403).

Questions about HISTORIC LOCUST GROVE INC

What is the EIN of HISTORIC LOCUST GROVE INC?
The employer identification number (EIN) of HISTORIC LOCUST GROVE INC is 61-1390403.
Is HISTORIC LOCUST GROVE INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to HISTORIC LOCUST GROVE INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does HISTORIC LOCUST GROVE 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 HISTORIC LOCUST GROVE INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HISTORIC LOCUST GROVE INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2024.
Who is the principal officer of HISTORIC LOCUST GROVE INC?
The 990 for the year ended June 30, 2024 names JESSICA DAWKINS.
Who are the officers and directors of HISTORIC LOCUST GROVE INC?
The 990 for the year ended June 30, 2024 lists 19 people; 1 received compensation from the organization, the highest $78,000 (CAROL ELY, EXECUTIVE DIRECTOR).
How much revenue does HISTORIC LOCUST GROVE INC have?
On its 990 for the year ended June 30, 2024 it reported revenue of $851,436, expenses of $983,819 and total assets of $8,885,461 at year end.

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