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KENTUCKY COUNTRY DAY SCHOOL, INC.

Company Details

Name: KENTUCKY COUNTRY DAY SCHOOL, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 27 Jun 1972 (53 years ago)
Organization Date: 27 Jun 1972 (53 years ago)
Last Annual Report: 22 Jul 2024 (8 months ago)
Organization Number: 0027602
Industry: Miscellaneous Services
Number of Employees: Large (100+)
ZIP code: 40241
City: Louisville, Barbourmeade, Broeck Pointe, Brownsboro ...
Primary County: Jefferson County
Principal Office: 4100 SPRINGDALE RD., LOUISVILLE, KY 40241
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KENTUCKY COUNTRY DAY SCHOOL 403(B) DC PLAN 2023 610731998 2024-07-15 KENTUCKY COUNTRY DAY SCHOOL, INC. 347
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1951-09-01
Business code 611000
Sponsor’s telephone number 5024230440
Plan sponsor’s mailing address 4100 SPRINGDALE RD, LOUISVILLE, KY, 402411166
Plan sponsor’s address 4100 SPRINGDALE ROAD, LOUISVILLE, KY, 402411166

Number of participants as of the end of the plan year

Active participants 177
Other retired or separated participants entitled to future benefits 170
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 340
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0
KENTUCKY COUNTRY DAY SCHOOL 403(B) DC PLAN 2022 610731998 2023-09-01 KENTUCKY COUNTRY DAY SCHOOL, INC. 350
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1951-09-01
Business code 611000
Sponsor’s telephone number 5024230440
Plan sponsor’s mailing address 4100 SPRINGDALE ROAD, LOUISVILLE, KY, 402411165
Plan sponsor’s address 4100 SPRINGDALE ROAD, LOUISVILLE, KY, 40241

Number of participants as of the end of the plan year

Active participants 173
Other retired or separated participants entitled to future benefits 175
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 341
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0
KENTUCKY COUNTRY DAY SCHOOL 403(B) DC PLAN 2022 610731998 2023-07-25 KENTUCKY COUNTRY DAY SCHOOL, INC. 350
Three-digit plan number (PN) 001
Effective date of plan 1951-09-01
Business code 611000
Sponsor’s telephone number 5024230440
Plan sponsor’s mailing address 4100 SPRINGDALE ROAD, LOUISVILLE, KY, 402411165
Plan sponsor’s address 4100 SPRINGDALE ROAD, LOUISVILLE, KY, 40241

Number of participants as of the end of the plan year

Active participants 173
Other retired or separated participants entitled to future benefits 175
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 341
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0
KENTUCKY COUNTRY DAY SCHOOL 403(B) DC PLAN 2021 610731998 2022-08-29 KENTUCKY COUNTRY DAY SCHOOL, INC. 333
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1951-09-01
Business code 611000
Sponsor’s telephone number 5024230440
Plan sponsor’s mailing address 4100 SPRINGDALE ROAD, LOUISVILLE, KY, 402411165
Plan sponsor’s address 4100 SPRINGDALE ROAD, LOUISVILLE, KY, 40241

Number of participants as of the end of the plan year

Active participants 175
Other retired or separated participants entitled to future benefits 175
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 4
Number of participants with account balances as of the end of the plan year 336
KENTUCKY COUNTRY DAY SCHOOL 403(B) DC PLAN 2020 610731998 2021-08-13 KENTUCKY COUNTRY DAY SCHOOL, INC. 335
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1951-09-01
Business code 611000
Sponsor’s telephone number 5024230440
Plan sponsor’s mailing address 4100 SPRINGDALE ROAD, LOUISVILLE, KY, 402411165
Plan sponsor’s address 4100 SPRINGDALE ROAD, LOUISVILLE, KY, 40241

Number of participants as of the end of the plan year

Active participants 167
Other retired or separated participants entitled to future benefits 176
Number of participants with account balances as of the end of the plan year 333
KENTUCKY COUNTRY DAY SCHOOL 403(B) DC PLAN 2019 610731998 2020-09-30 KENTUCKY COUNTRY DAY SCHOOL, INC. 347
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1951-09-01
Business code 611000
Sponsor’s telephone number 5024230440
Plan sponsor’s mailing address 4100 SPRINGDALE ROAD, LOUISVILLE, KY, 402411165
Plan sponsor’s address 4100 SPRINGDALE ROAD, LOUISVILLE, KY, 40241

Number of participants as of the end of the plan year

Active participants 165
Other retired or separated participants entitled to future benefits 170
Number of participants with account balances as of the end of the plan year 311
KENTUCKY COUNTRY DAY SCHOOL 403(B) DC PLAN 2018 610731998 2019-10-14 KENTUCKY COUNTRY DAY SCHOOL, INC. 340
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1951-09-01
Business code 611000
Sponsor’s telephone number 5024230440
Plan sponsor’s mailing address 4100 SPRINGDALE ROAD, LOUISVILLE, KY, 40241
Plan sponsor’s address 4100 SPRINGDALE ROAD, LOUISVILLE, KY, 40241

Number of participants as of the end of the plan year

Active participants 195
Other retired or separated participants entitled to future benefits 152
Number of participants with account balances as of the end of the plan year 320
KENTUCKY COUNTRY DAY SCHOOL 403(B) DC PLAN 2010 610731998 2011-10-17 KENTUCKY COUNTRY DAY SCHOOL, INC 332
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1951-09-01
Business code 611000
Sponsor’s telephone number 5024230440
Plan sponsor’s mailing address 4100 SPRINGDALE ROAD, LOUISVILLE, KY, 40241
Plan sponsor’s address 4100 SPRINGDALE ROAD, LOUISVILLE, KY, 40241

Plan administrator’s name and address

Administrator’s EIN 610731998
Plan administrator’s name KENTUCKY COUNTRY DAY SCHOOL, INC
Plan administrator’s address 4100 SPRINGDALE ROAD, LOUISVILLE, KY, 40241
Administrator’s telephone number 5024230440

Number of participants as of the end of the plan year

Active participants 304
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 30
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 307
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2011-10-17
Name of individual signing ANNIE KARABA
Valid signature Filed with authorized/valid electronic signature
KENTUCKY COUNTRY DAY SCHOOL 403B DC PLAN 2009 610731998 2010-10-12 KENTUCKY COUNTRY DAY SCHOOL, INC 326
Three-digit plan number (PN) 001
Effective date of plan 1951-09-01
Business code 611000
Sponsor’s telephone number 5024230440
Plan sponsor’s mailing address 4100 SPRINGDALE ROAD, LOUISVILLE, KY, 40241
Plan sponsor’s address 4100 SPRINGDALE ROAD, LOUISVILLE, KY, 40241

Plan administrator’s name and address

Administrator’s EIN 610731998
Plan administrator’s name KENTUCKY COUNTRY DAY SCHOOL, INC
Plan administrator’s address 4100 SPRINGDALE ROAD, LOUISVILLE, KY, 40241
Administrator’s telephone number 5024230440

Number of participants as of the end of the plan year

Active participants 298
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 31
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 305
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2010-10-12
Name of individual signing ANNIE KARABA
Valid signature Filed with incorrect/unrecognized electronic signature
KENTUCKY COUNTRY DAY SCHOOL 403B DC PLAN 2009 610731998 2010-10-12 KENTUCKY COUNTRY DAY SCHOOL, INC 326
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1951-09-01
Business code 611000
Sponsor’s telephone number 5024230440
Plan sponsor’s mailing address 4100 SPRINGDALE ROAD, LOUISVILLE, KY, 40241
Plan sponsor’s address 4100 SPRINGDALE ROAD, LOUISVILLE, KY, 40241

Plan administrator’s name and address

Administrator’s EIN 610731998
Plan administrator’s name KENTUCKY COUNTRY DAY SCHOOL, INC
Plan administrator’s address 4100 SPRINGDALE ROAD, LOUISVILLE, KY, 40241
Administrator’s telephone number 5024230440

Number of participants as of the end of the plan year

Active participants 298
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 31
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 305
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2010-10-12
Name of individual signing ANNIE KARABA
Valid signature Filed with authorized/valid electronic signature

President

Name Role
Jon Kellam President

Treasurer

Name Role
Adam Beckum Treasurer

Director

Name Role
Adam Arrington Director
Chris Brice Director
Hank Alford Director
Nicole Coffey Director
MRS. LAURA BULLITT Director
FREDERIC COURTENAY Director
JOHN J. DAVIS, JR. Director
MRS. JOSEPH H. DURHAM, J Director
OWSLEY B. FRAZIER Director

Incorporator

Name Role
LAURA S. BULLITT Incorporator
FLORENCE WHITELEY DICKER Incorporator

Registered Agent

Name Role
Jon Kellam Registered Agent

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Charitable Gaming ORG0002179 Organization Active - - - 2025-12-02 Louisville, JEFFERSON, KY
Department of Alcoholic Beverage Control 056-TA-205733 Special Temporary Alcoholic Beverage Auction License Active 2024-10-07 2025-02-08 - 2025-03-09 4100 Springdale Rd, Louisville, Jefferson, KY 40241

Former Company Names

Name Action
KENTUCKY ACADEMY, INC. Merger

Filings

Name File Date
Registered Agent name/address change 2024-07-22
Annual Report Amendment 2024-07-22
Annual Report 2024-02-28
Annual Report 2023-03-15
Annual Report 2022-07-01
Annual Report 2021-02-09
Registered Agent name/address change 2020-10-01
Annual Report 2020-05-01
Annual Report 2019-08-27
Registered Agent name/address change 2018-04-12

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
61-0731998 Corporation Unconditional Exemption 4100 SPRINGDALE RD, LOUISVILLE, KY, 40241-1165 1973-01
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
Deductibility Contributions are deductible.
Foundation School 170(b)(1)(A)(ii)
Tax Period 2023-06
Asset 50,000,000 to greater
Income 10,000,000 to 49,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 59727741
Income Amount 23352606
Form 990 Revenue Amount 19997824
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name KENTUCKY COUNTRY DAY SCHOOL INC
EIN 61-0731998
Tax Period 202306
Filing Type E
Return Type 990
File View File
Organization Name KENTUCKY COUNTRY DAY SCHOOL INC
EIN 61-0731998
Tax Period 202306
Filing Type E
Return Type 990T
File View File
Organization Name KENTUCKY COUNTRY DAY SCHOOL INC
EIN 61-0731998
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name KENTUCKY COUNTRY DAY SCHOOL INC
EIN 61-0731998
Tax Period 202206
Filing Type E
Return Type 990T
File View File
Organization Name KENTUCKY COUNTRY DAY SCHOOL INC
EIN 61-0731998
Tax Period 202106
Filing Type E
Return Type 990T
File View File
Organization Name KENTUCKY COUNTRY DAY SCHOOL INC
EIN 61-0731998
Tax Period 202106
Filing Type E
Return Type 990
File View File
Organization Name KENTUCKY COUNTRY DAY SCHOOL INC
EIN 61-0731998
Tax Period 202006
Filing Type P
Return Type 990T
File View File
Organization Name KENTUCKY COUNTRY DAY SCHOOL INC
EIN 61-0731998
Tax Period 202006
Filing Type E
Return Type 990
File View File
Organization Name KENTUCKY COUNTRY DAY SCHOOL INC
EIN 61-0731998
Tax Period 201906
Filing Type P
Return Type 990T
File View File
Organization Name KENTUCKY COUNTRY DAY SCHOOL INC
EIN 61-0731998
Tax Period 201906
Filing Type E
Return Type 990
File View File
Organization Name KENTUCKY COUNTRY DAY SCHOOL INC
EIN 61-0731998
Tax Period 201806
Filing Type E
Return Type 990
File View File
Organization Name KENTUCKY COUNTRY DAY SCHOOL INC
EIN 61-0731998
Tax Period 201806
Filing Type P
Return Type 990T
File View File
Organization Name KENTUCKY COUNTRY DAY SCHOOL INC
EIN 61-0731998
Tax Period 201706
Filing Type E
Return Type 990
File View File
Organization Name KENTUCKY COUNTRY DAY SCHOOL INC
EIN 61-0731998
Tax Period 201706
Filing Type P
Return Type 990T
File View File
Organization Name KENTUCKY COUNTRY DAY SCHOOL INC
EIN 61-0731998
Tax Period 201606
Filing Type P
Return Type 990T
File View File
Organization Name KENTUCKY COUNTRY DAY SCHOOL INC
EIN 61-0731998
Tax Period 201606
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1256017104 2020-04-10 0457 PPP 4100 SPRINGDALE RD, LOUISVILLE, KY, 40241-1165
Loan Status Date 2021-07-13
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 2000000
Loan Approval Amount (current) 2000000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27569
Servicing Lender Name Stock Yards Bank & Trust Company
Servicing Lender Address 1040 E Main St, LOUISVILLE, KY, 40206-1856
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LOUISVILLE, JEFFERSON, KY, 40241-1165
Project Congressional District KY-03
Number of Employees 260
NAICS code 611110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 27569
Originating Lender Name Stock Yards Bank & Trust Company
Originating Lender Address LOUISVILLE, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 2023068.49
Forgiveness Paid Date 2021-06-09

Sources: Kentucky Secretary of State