Waverly Hills Historical Society Inc

Louisville, KY
Tax-exempt since Jan. 2017
EIN: 33-1070721

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Type of Nonprofit

Designated as a 501(c)(3) 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.

Category: Arts, Culture and Humanities / History Museums (NTEE)

Donations to this organization are tax deductible.

Details

According to its Dec. 2022 tax filing, this nonprofit:

Reported conflict of interest transactions

Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Revenue

$1.57M (2022)

Expenses

$1.44M (2022)

Total Assets

$4.82M (2022)

Total Liabilities

$174k (2022)

Years with missing data

Source: Form 990 tax filings from 2008 to 2022

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.
2022

Revenue

$1,574,125

Expenses

$1,438,930

Net Income

$135,195

Net Assets

$4,647,943

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,701,817	> 100%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	-$129,461
Other Revenue	$1,769	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$520,588	36.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$4,821,518
Total Liabilities	$173,575
Net Assets	$4,647,943

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Jennifer Domato (Director)	$10,227	$0	$0
Christina Mattingly (Director)	$0	$0	$0
David Price (Treasurer)	$0	$0	$0
Jessica Bulliet (Secretary)	$0	$0	$0
Les Houchin (Director)	$0	$0	$0

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990

Filed on Nov. 15, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$1,292,436

Expenses

$1,274,592

Net Income

$17,844

Net Assets

$4,482,053

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$51,532	4.0%
Program Services	$931,642	72.1%
Investment Income	$81	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$309,181	23.9%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$337,982	26.5%

Assets/Debt
Total Assets	$4,559,473
Total Liabilities	$77,420
Net Assets	$4,482,053

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Allison Haynes (Secretary)	$3,060	$0	$0
Renae Kepfer Clark (President)	$1,172	$0	$0
Anne Marie Hogan (Treasurer)	$0	$0	$0
J David Price (Board Director)	$0	$0	$0
Kenneth Lochner (Board Director)	$0	$0	$0
Frankie Story (Board Director)	$0	$0	$0
Richard Teachout (Board Director)	$0	$0	$0

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990

Filed on Nov. 15, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$757,976

Expenses

$495,696

Net Income

$262,280

Net Assets

$4,487,096

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$53,142	7.0%
Program Services	$605,812	79.9%
Investment Income	$156	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$98,866	13.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$196,186	39.6%

Assets/Debt
Total Assets	$4,504,013
Total Liabilities	$16,917
Net Assets	$4,487,096

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Anne Marie Hogan (Treasurer)	$4,715	$0	$0
Melanie Sinnock (Secretary)	$1,405	$0	$0
Renae Kepfer Clark (President)	$1,233	$0	$0
J David Price (Board Director)	$0	$0	$0

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990

Filed on Nov. 10, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$1,081,112

Expenses

$637,699

Net Income

$443,413

Net Assets

$4,181,922

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$899,527	83.2%
Investment Income	$243	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$181,342	16.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$113,878	17.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$147,114	23.1%

Assets/Debt
Total Assets	$4,533,630
Total Liabilities	$351,708
Net Assets	$4,181,922

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Anne Marie Hogan (Treasurer)	$3,798	$0	$0
J David Price (President)	$0	$0	$0
Renae Kepfer Clark (Vice President)	$0	$0	$0

990

Filed on Nov. 16, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$1,182,810

Expenses

$663,251

Net Income

$519,559

Net Assets

$3,766,841

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$989,509	83.7%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$18,315	1.5%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$174,986	14.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$63,024	9.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$149,389	22.5%

Assets/Debt
Total Assets	$3,789,812
Total Liabilities	$22,971
Net Assets	$3,766,841

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Tina Mattingly (Executive Dir)	$63,024	$0	$63,024
J David Price (President)	$0	$0	$0
R Jurgenson (Secretary)	$0	$0	$0
A Hogan (Treasurer)	$0	$0	$0
R Kepfer Clark (Vice President)	$0	$0	$0

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990

Filed on Sept. 19, 2019

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

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2017

Revenue

$1,057,963

Expenses

$601,351

Net Income

$456,612

Net Assets

$2,759,858

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,020,363	96.4%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$37,600	3.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$181,142	30.1%

Assets/Debt
Total Assets	$2,760,352
Total Liabilities	$494
Net Assets	$2,759,858

990

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

PDF

Fiscal Year Ending Dec.
2016

Revenue

$1,057,963

Expenses

$601,351

Net Income

$456,612

Net Assets

$2,759,858

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,020,363	96.4%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$37,600	3.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$181,142	30.1%

Assets/Debt
Total Assets	$2,760,352
Total Liabilities	$494
Net Assets	$2,759,858

990

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

PDF

Fiscal Year Ending Dec.
2015

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

990

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

PDF

Fiscal Year Ending Dec.
2014

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

990

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2013

Revenue

$619,665

Expenses

$264,803

Net Income

$354,862

Net Assets

$1,672,809

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$618,891	99.9%
Investment Income	$774	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$17,336	6.5%

Assets/Debt
Total Assets	$1,672,809
Total Liabilities	$0
Net Assets	$1,672,809

990

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

PDF

PDF (2 of 3) PDF (3 of 3)

Fiscal Year Ending Dec.
2012

Revenue

$519,673

Expenses

$110,589

Net Income

$409,084

Net Assets

$1,317,947

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$518,385	99.8%
Investment Income	$1,288	0.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,517,947
Total Liabilities	$200,000
Net Assets	$1,317,947

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2011

Revenue

$517,117

Expenses

$259,030

Net Income

$258,087

Net Assets

$908,863

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$514,149	99.4%
Investment Income	$2,968	0.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,308,863
Total Liabilities	$400,000
Net Assets	$908,863

990

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

PDF

Fiscal Year Ending Dec.
2010

Revenue

$484,875

Expenses

$218,433

Net Income

$266,442

Net Assets

$650,777

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$480,721	99.1%
Investment Income	$4,154	0.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,250,777
Total Liabilities	$600,000
Net Assets	$650,777

990

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

PDF

Fiscal Year Ending Dec.
2009

Revenue

$405,781

Expenses

$326,706

Net Income

$79,075

Net Assets

$384,336

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$402,915	99.3%
Investment Income	$2,866	0.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$384,336
Total Liabilities	$0
Net Assets	$384,336

990

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

PDF

Fiscal Year Ending Dec.
2008

Revenue

$337,928

Expenses

$502,414

Net Income

-$164,486

Net Assets

$305,261

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$337,550	99.9%
Investment Income	$378	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$305,261
Total Liabilities	$0
Net Assets	$305,261

990

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

PDF

Fiscal Year Ending Dec.
2007

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

990

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

PDF

Fiscal Year Ending Dec.
2006

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

990

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

PDF

About 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.

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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

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By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
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E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated December 2, 2024

Waverly Hills Historical Society Inc

Organization summary

Type of Nonprofit

Details

Summary charts: organization finances over time

Revenue $1.57M (2022)

Expenses $1.44M (2022)

Total Assets $4.82M (2022)

Total Liabilities $174k (2022)

Tax Filings by Year

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2015

No Extracted Financial Data

Document Links

990

Fiscal Year Ending Dec. 2014

No Extracted Financial Data

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

No Document Links

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2010

Extracted Financial Data

Extracted Financial Data from Form 990

Revenue

$1.57M (2022)

Expenses

$1.44M (2022)

Total Assets

$4.82M (2022)

Total Liabilities

$174k (2022)

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006