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Nonprofiteer
← APPALACHIAN RESEARCH & DEFENSE FUND OF KY INC

Form 990 for tax year 2023

Filed by APPALACHIAN RESEARCH & DEFENSE FUND OF KY INC.

Totals

Total revenue
$6,302,843
Total expenses
$5,413,334
Contributions and grants received
$6,111,813
Grants paid
$0
Program service revenue
$87,763
Investment income
$103,267
Other revenue
$0
Total assets, end of year
$7,443,075
Total liabilities, end of year
$1,217,918
Net assets or fund balances, end of year
$6,225,157
Program services expenses (Part IX)
$4,525,673
Management and general expenses
$811,678
Fundraising expenses
$75,983
Program service expenses (Part III)
$4,525,673

Program services were 83.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $6,044,557

  • 1f · All other contributions, gifts and grants

    $67,256

  • 2a · Program service revenue: Attorney Fees

    total $87,763 · related or exempt $87,763

  • 3 · Investment income

    total $137,681 · excluded $137,681

  • 7a · Gross sales of assets other than inventory

    securities $367,197

  • 7b · Less cost or other basis and sales expenses

    securities $401,611

  • 7c · Gain or loss

    securities -$34,414

  • 7d · Net gain or loss

    total -$34,414 · excluded -$34,414

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $387,236 · program services $144,991 · management and general $239,121 · fundraising $3,124

  • 7 · Other salaries and wages

    total $2,720,255 · program services $2,400,754 · management and general $269,974 · fundraising $49,527

  • 8 · Pension plan contributions

    total $683,350 · program services $638,099 · management and general $35,832 · fundraising $9,419

  • 9 · Other employee benefits

    total $444,552 · program services $408,431 · management and general $29,664 · fundraising $6,457

  • 10 · Payroll taxes

    total $218,217 · program services $192,009 · management and general $23,288 · fundraising $2,920

  • 11b · Fees: legal

    total $12,306 · program services $12,306

  • 11c · Fees: accounting

    total $27,350 · program services $10,940 · management and general $16,410

  • 11f · Fees: investment management

    total $14,507 · management and general $14,507

  • 11g · Fees: other

    total $260,798 · program services $207,670 · management and general $53,128

  • 13 · Office expenses

    total $156,588 · program services $139,522 · management and general $17,066

  • 14 · Information technology

    total $53,840 · program services $49,829 · management and general $4,011

  • 16 · Occupancy

    total $130,993 · program services $100,647 · management and general $30,346

  • 17 · Travel

    total $97,098 · program services $67,659 · management and general $29,439

  • 22 · Depreciation, depletion and amortization

    total $40,566 · program services $32,850 · management and general $7,716

  • 23 · Insurance

    total $29,377 · program services $27,670 · management and general $1,707

  • 24a · Other expenses: Miscellaneous expenses

    total $77,203 · program services $38,185 · management and general $39,018

  • 24b · Other expenses: Library expenses

    total $35,665 · program services $35,665

  • 24c · Other expenses: Dues and fees

    total $18,897 · program services $18,446 · management and general $451

  • 24d · Other expenses: Fundraising

    total $4,536 · fundraising $4,536

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $10,089 · end of year $13,379

  • 2 · Savings and temporary cash investments

    beginning of year $2,732,246 · end of year $3,778,244

  • 3 · Pledges and grants receivable

    beginning of year $471,723 · end of year $780,939

  • 7 · Other notes and loans receivable

    beginning of year $3,384 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $61,918 · end of year $85,725

  • 10a · Land, buildings and equipment: cost or other basis

    $1,121,940

  • 10b · Land, buildings and equipment: accumulated depreciation

    $611,444

  • 10c · Land, buildings and equipment, net

    beginning of year $526,951 · end of year $510,496

  • 11 · Investments: publicly traded securities

    beginning of year $1,950,268 · end of year $2,236,713

  • 15 · Other assets

    beginning of year $55,122 · end of year $37,579

  • 17 · Accounts payable and accrued expenses

    beginning of year $456,652 · end of year $431,710

  • 19 · Deferred revenue

    beginning of year $251,142 · end of year $743,497

  • 21 · Escrow or custodial account liability

    beginning of year $5,773 · end of year $7,415

  • 25 · Other liabilities

    beginning of year $49,470 · end of year $35,296

  • 27 · Net assets without donor restrictions

    beginning of year $4,821,696 · end of year $5,606,599

  • 28 · Net assets with donor restrictions

    beginning of year $226,968 · end of year $618,558

Mission and programs · 2023

Mission

To promote equal access to justice, to encourage self-sufficiency, to empower and to improve the lives of low income and other vulnerable people and families in eastern and south central Kentucky by providing them high quality legal assistance.

Activities or mission (Part I)

To provide high quality civil legal services to low income and other vulnerable populations.

  • During 2023, Appalachian Research and Defense Fund of KY, Inc. handled 4,843 cases for the poor and elderly.

    Expenses $4,525,673 · Revenue $87,763

As filed on the 2023 return.

Listed in Part VII

  • Amber Sisco

    Board Member - Exit 09/23

    Total calculated
    $0
    Hours/week
    1

  • Carolyn Layne

    Board Chair

    Total calculated
    $0
    Hours/week
    1

  • Damon Preston

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Daniel Venters

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Donald Jones

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Edna Bland

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jacqueline Burkhead

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jessica Carlington

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Joseph Lane

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Marilyn Morgan

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Meena Mohanty

    Treasurer - Exit 04/23

    Total calculated
    $0
    Hours/week
    1

  • Melissa Henke

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Patricia Thomas

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Thomas Hollon

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Travis Rossman

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Emily Campbell

    Board Member - Start 07/23

    Total calculated
    $0
    Hours/week
    1

  • LaDonna Lemaster

    CFO

    Total calculated
    $117,294
    From this org
    $78,575
    From related orgs
    $0
    Other
    $38,719
    Hours/week
    37.5

  • Robert Johns

    Executive Director - Exit 05/23

    Total calculated
    $66,432
    From this org
    $51,303
    From related orgs
    $0
    Other
    $15,129
    Hours/week
    40

  • Angeleigh Dorsey

    Executive Director - Start 09/23

    Total calculated
    $58,519
    From this org
    $44,782
    From related orgs
    $0
    Other
    $13,737
    Hours/week
    40

  • Evan Smith

    Advocacy Director/Interim Exec. Dir.

    Total calculated
    $144,991
    From this org
    $100,228
    From related orgs
    $0
    Other
    $44,763
    Hours/week
    37.5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
25 September 2024
IRS schema version
2023v5.1
Source object
202422769349301332

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