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Fortunate Families Inc

  • Lexington, KY
  • Tax-exempt since Jan. 2006
  • EIN: 20-2314620

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$83k (2023)

Expenses
$87.1k (2023)

Total Assets
$87.9k (2023)

Total Liabilities
$1.82k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$83,010
Expenses
$87,080
Net Income
-$4,070
Net Assets
$86,034
Notable Sources of Revenue Percent of Total Revenue
Contributions $83,010
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $87,850
Total Liabilities $1,816
Net Assets $86,034
Compensation
Key Employees and Officers Compensation Other
Stanley Zerkoswki (Executive Director) $44,000 $0
Bradford Yelvington (Finance Director) $7,000 $0
Fr Francis Gargani (Director) $0 $0
Deacon Steve Hester (Vice President) $0 $0
Janice Schwegmann (Director) $0 $0
Fr Mario Serrano (Director) $0 $0
Christine Zuba (Director) $0 $0
Edward Beuchel (President) $0 $0
Melinda Moore (Director) $0 $0
Betty Dirr (Secretary) $0 $0
Fr Francis Gargani (Director) $0 $0
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Document Links

990-EZ
Filed on Oct. 14, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$47,633
Expenses
$89,938
Net Income
-$42,305
Net Assets
$90,104
Notable Sources of Revenue Percent of Total Revenue
Contributions $47,633
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $91,384
Total Liabilities $1,280
Net Assets $90,104
Compensation
Key Employees and Officers Compensation Other
Fr Francis Gargani (Director) $0 $0
Deacon Steve Hester (Director) $0 $0
Janice Schwegmann (Director) $0 $0
Fr Mario Serrano (Director) $0 $0
Christine Zuba (Director) $0 $0
Edward Beuchel (President) $0 $0
Elizabeth Dirr (Vice President) $0 $0
Stanley Zerkoswki (Executive Director) $0 $0
Melinda Moore (Director) $0 $0
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Document Links

990-EZ
Filed on Oct. 17, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$110,556
Expenses
$78,539
Net Income
$32,017
Net Assets
$132,409
Notable Sources of Revenue Percent of Total Revenue
Contributions $110,556
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $137,551
Total Liabilities $5,142
Net Assets $132,409
Compensation
Key Employees and Officers Compensation Other
Fr Francis Gargani (Director) $0 $0
Deacon Steve Hester (Director) $0 $0
Janice Schwegmann (Director) $0 $0
Fr Mario Serrano (Director) $0 $0
Jason Steidl (Director) $0 $0
Christine Zuba (Director) $0 $0
Edward Beuchel (President) $0 $0
Cathy Hoffman (Treasurer) $0 $0
Penny Smith Bogert (Secretary) $0 $0
Elizabeth Dirr (Vice President) $0 $0
Stanley Zerkoswki (Executive Director) $0 $0
Anita Capillo (Director) $0 $0
Melinda Moore (Director) $0 $0
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Document Links

990-EZ
Filed on Nov. 15, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$45,897
Expenses
$49,794
Net Income
-$3,897
Net Assets
$100,392
Notable Sources of Revenue Percent of Total Revenue
Contributions $45,897
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $100,828
Total Liabilities $436
Net Assets $100,392
Compensation
Key Employees and Officers Compensation Other
Anita Capillo (Director) $0 $0
Deacon Steve Hester (Director) $0 $0
Janice Schwegmann (Director) $0 $0
Fr Mario Serrano (Director) $0 $0
Jason Steidl (Director) $0 $0
Christine Zuba (Director) $0 $0
Edward Beuchel (President) $0 $0
Cathy Hoffmann (Treasurer) $0 $0
Penny Smith Bogert (Secretary) $0 $0
Elizabeth Dirr (Vice President) $0 $0
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Document Links

990-EZ
Filed on Nov. 15, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$83,108
Expenses
$69,309
Net Income
$13,799
Net Assets
$104,289
Notable Sources of Revenue Percent of Total Revenue
Contributions $83,108
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $105,942
Total Liabilities $1,653
Net Assets $104,289
Compensation
Key Employees and Officers Compensation Other
Edward Beuchel (President) $0 $0
Cathy Hoffmann (Treasurer) $0 $0
Penny Smith Bogert (Secretary) $0 $0
Michael Duffy (Vice Preside) $0 $0
Anita Capillo (Director) $0 $0
Deacon Steve Hester (Director) $0 $0
Elizabeth Dirr (Director) $0 $0
Janice Schwegmann (Director) $0 $0
Fr Mario Serrano (Director) $0 $0
Jason Steidl (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 17, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$57,011
Expenses
$57,091
Net Income
-$80
Net Assets
$90,492
Notable Sources of Revenue Percent of Total Revenue
Contributions $56,832
99.7%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $179
0.3%
Other Revenue $0
Assets/Debt
Total Assets $90,750
Total Liabilities $258
Net Assets $90,492
Compensation
Key Employees and Officers Compensation Other
Anthony Garascia (Director) $0 $0
Edward Beuchel (President) $0 $0
Cathy Hoffmann (Treasurer) $0 $0
Penny Smith Bogert (Secretary) $0 $0
Michael Duffy (Vice Preside) $0 $0
Beth Garascia (Director) $0 $0
Jenny Naughton (Director) $0 $0
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Document Links

990-EZ
Filed on Nov. 14, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$43,495
Expenses
$52,246
Net Income
-$8,751
Net Assets
$90,571
Notable Sources of Revenue Percent of Total Revenue
Contributions $43,490
100.0%
Program Services $0
Investment Income $5
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $90,571
Total Liabilities $0
Net Assets $90,571
Compensation
Key Employees and Officers Compensation Other
Anthony Garascia (Director) $0 $0
Edward Beuchel (President) $0 $0
Cathy Hoffmann (Treasurer) $0 $0
Penny Smith Bogert (Secretary) $0 $0
Michael Duffy (Vice Preside) $0 $0
Beth Garascia (Director) $0 $0
Jenny Naughton (Director) $0 $0
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Document Links

990-EZ
Filed on Nov. 15, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$62,534
Expenses
$57,366
Net Income
$5,168
Net Assets
$99,322
Notable Sources of Revenue Percent of Total Revenue
Contributions $62,529
100.0%
Program Services $0
Investment Income $5
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $104,655
Total Liabilities $5,333
Net Assets $99,322
Compensation
Key Employees and Officers Compensation Other
Anthony Garascia (President/Director) $0 $0
Edward Buechel (Vp/Director) $0 $0
Cathy Hoffmann (Treasurer/Director) $0 $0
Penny Smith Bogert (Sec/Director) $0 $0
Michael Duffy (Director) $0 $0
Beth Garascia (Director) $0 $0
Jenny Naughton (Director) $0 $0
Lisa Covington (Director) $0 $0
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Document Links

990-EZ
Filed on Oct. 27, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$73,474
Expenses
$71,936
Net Income
$1,538
Net Assets
$94,154
Notable Sources of Revenue Percent of Total Revenue
Contributions $73,409
99.9%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $65
0.1%
Other Revenue $0
Assets/Debt
Total Assets $95,680
Total Liabilities $1,526
Net Assets $94,154

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$46,771
Expenses
$71,551
Net Income
-$24,780
Net Assets
$92,616
Notable Sources of Revenue Percent of Total Revenue
Contributions $41,087
87.8%
Program Services $5,240
11.2%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $444
0.9%
Other Revenue $0
Assets/Debt
Total Assets $95,417
Total Liabilities $2,801
Net Assets $92,616
Compensation
Key Employees and Officers Compensation Other
Deb Word (President/Director) $0 $0
Anthony Garascia (Vice President/Director) $0 $0
Edward Buechel (Treasurer/Sec/Director) $0 $0
Jennifer Naughton (Director/Sec/Director) $0 $0
Lisa Covington (Director) $0 $0
Beth Garascia (Director) $0 $0
Michael Harmuth (Director) $0 $0
Myrna Ohmann (Director) $0 $0
Mary Ellen Lopata (Director) $0 $0
Casey Lopata (Vp/Eb Liaison/Director) $0 $0
Tom Ferrarese (Treasurer/Director) $0 $0
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990-EZ
Filed on Nov. 9, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$105,492
Expenses
$75,312
Net Income
$30,180
Net Assets
$117,396
Notable Sources of Revenue Percent of Total Revenue
Contributions $104,960
99.5%
Program Services $0
Investment Income $13
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $484
0.5%
Other Revenue $35
0.0%
Assets/Debt
Total Assets $118,557
Total Liabilities $1,161
Net Assets $117,396
Compensation
Key Employees and Officers Compensation Other
Ed Buechel (Secretary) $0 $0
Tom Ferrarese (Treasurer) $0 $0
Jerry Furlong (Director (01/2013 06/2013)) $0 $0
Beth Garascia (Director) $0 $0
Tony Garascia (Vice President) $0 $0
Michael Harmuth (Director) $0 $0
Casey Lopata (Vice President/Eb Liaison) $0 $0
Mary Ellen Lopata (Director) $0 $0
Jenny Naughton (Director) $0 $0
Linda Karle Nelson (President (01/2013 06/2013)) $0 $0
Myrna Ohmann (Director) $0 $0
Deb Word (President (07/2013 12/2013)) $0 $0
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Document Links

990-EZ
Filed on Aug. 15, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$86,948
Expenses
$50,074
Net Income
$36,874
Net Assets
$87,216
Notable Sources of Revenue Percent of Total Revenue
Contributions $86,825
99.9%
Program Services $0
Investment Income $19
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales -$39
Other Revenue $143
0.2%
Assets/Debt
Total Assets $87,747
Total Liabilities $531
Net Assets $87,216

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$57,257
Expenses
$54,671
Net Income
$2,586
Net Assets
$50,342
Notable Sources of Revenue Percent of Total Revenue
Contributions $56,504
98.7%
Program Services $0
Investment Income $25
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $670
1.2%
Other Revenue $58
0.1%
Assets/Debt
Total Assets $50,646
Total Liabilities $304
Net Assets $50,342

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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