Nonprofit · EIN 81-4933944
BLUEGRASS SENIOR ASSIST
Also known as KATHERINE M BENNETT GEN PTR
Tax-exempt · LEXINGTON, KY 40507
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 (amended) | $245,254 | $107,810 | $137,444 | $4,653,027 | $3,856,734 | $796,293 |
| December 31, 2023 | 990 (amended) | $217,581 | $161,511 | $56,070 | $3,694,764 | $3,425,974 | $268,790 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $151,560
- Program service revenue
- $52,840
- Investment income
- $40,354
- Other revenue
- $500
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $7,500
- Accounting fees
- $41,621
- Occupancy
- $9,000
- Program services (functional)
- $80,859
- Management and general (functional)
- $26,951
Balance sheet and other
- Total assets, start of year
- $3,694,764
- Total assets, end of year
- $4,653,027
- Total liabilities, end of year
- $3,856,734
- Net assets, end of year
- $796,293
- Net assets without donor restrictions
- $796,293
- Gross receipts
- $245,254
- Employees
- 1
- Year formed
- 2019
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mike Conklin | Director Trustee or director | 1 | $0 |
| Dustin Beard | Chairman Trustee or director, Officer | 0 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michael Pepper | Executive Dir. Trustee or director, Officer | 40 | $73,854 |
| Mike Conklin | Director Trustee or director | 1 | $0 |
| Dustin Beard | Chairman Trustee or director, Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 300 E MAIN ST STE 210, LEXINGTON, KY 40507-1537
- Mailing address (990-N for 2020)
- 300 East Main St Ste 150, Lexington KY 40507
- Principal officer (990 for 2024)
- Dustin Beard, 300 E Main St 210, Lexington, KY 40507
- Principal officer (990-N for 2020)
- Dustin Beard, 300 East Main St Ste 150, Lexington KY 40507
- Signed the 990
- Dustin Beard, Chairman
- Phone
- (859) 353-3100
- Return prepared by
- R & R CPAS
Mission
Empowering families through education so they can retain control by making informed decisions.
Program accomplishments
- We meet with individuals and families to review their unique situation and provide options for planning that match their goals. We provide the education to help them navigate estate, financial, and tax planning. Additionally we provide resources in the areas of Medicare, Medicaid, Social Security, and Veteran Benefits. We want to empower individuals and families through education so they can retain control by making informed decisions.Expenses $80,859
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 81-4933944
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,653,027
- Income (IRS master file)
- $245,254
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $245,254 | $107,810 | $4,653,027 | XML |
| 990 | December 2023 | $217,581 | $161,511 | $3,694,764 | XML |
| 990 | December 2022 | $129,291 | $150,249 | $3,794,678 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-N for 2020 Officer: Dustin Beard | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Katherine Bennett | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
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 81-4933944).
Questions about BLUEGRASS SENIOR ASSIST
- What is the EIN of BLUEGRASS SENIOR ASSIST?
- The employer identification number (EIN) of BLUEGRASS SENIOR ASSIST is 81-4933944.
- Is BLUEGRASS SENIOR ASSIST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to BLUEGRASS SENIOR ASSIST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BLUEGRASS SENIOR ASSIST 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 BLUEGRASS SENIOR ASSIST 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 BLUEGRASS SENIOR ASSIST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of BLUEGRASS SENIOR ASSIST?
- The 990 for the year ended December 31, 2024 names Dustin Beard.
- Who are the officers and directors of BLUEGRASS SENIOR ASSIST?
- The 990 for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does BLUEGRASS SENIOR ASSIST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $245,254, expenses of $107,810 and total assets of $4,653,027 at year end.
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