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MEREDITH-DUNN SCHOOL, INC.

Company Details

Name: MEREDITH-DUNN SCHOOL, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
Organization Date: 15 Jan 1973 (52 years ago)
Last Annual Report: 04 Feb 2025 (3 months ago)
Organization Number: 0180416
Industry: Educational Services
Number of Employees: Medium (20-99)
ZIP code: 40220
City: Louisville, Cambridge, Houston Acres, Hurstbourne Ac...
Primary County: Jefferson County
Principal Office: 3023 MELBOURNE AVE., LOUISVILLE, KY 40220
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MEREDITH-DUNN SCHOOL 401(K) PROFIT SHARING PLAN 2023 237339248 2024-07-29 MEREDITH-DUNN SCHOOL INC. 53
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 611000
Sponsor’s telephone number 5024565819
Plan sponsor’s address 3023 MELBOURNE AVENUE, LOUISVILLE, KY, 40220

Signature of

Role Plan administrator
Date 2024-07-29
Name of individual signing REBECCA ROBERTS
Valid signature Filed with authorized/valid electronic signature
MEREDITH-DUNN SCHOOL 401(K) PROFIT SHARING PLAN 2022 237339248 2023-07-07 MEREDITH-DUNN SCHOOL INC. 50
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 611000
Sponsor’s telephone number 5024565819
Plan sponsor’s address 3023 MELBOURNE AVENUE, LOUISVILLE, KY, 40220

Signature of

Role Plan administrator
Date 2023-07-07
Name of individual signing SCOTT SULLIVAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-07-07
Name of individual signing DR. ROBIN JOHNSTONE
Valid signature Filed with authorized/valid electronic signature
MEREDITH-DUNN SCHOOL 401 (K) PROFIT SHARING PLAN 2021 237339248 2022-08-08 MEREDITH-DUNN SCHOOL INC 50
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 611000
Sponsor’s telephone number 5024565819
Plan sponsor’s address 3023 MELBOURNE AVE, LOUISVILLE, KY, 402202067

Signature of

Role Plan administrator
Date 2022-08-08
Name of individual signing KYLE PIERCE
Valid signature Filed with authorized/valid electronic signature
MEREDITH-DUNN SCHOOL 401 (K) PROFIT SHARING PLAN 2020 237339248 2021-08-03 MEREDITH-DUNN SCHOOL INC 53
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 611000
Sponsor’s telephone number 5024565819
Plan sponsor’s address 3023 MELBOURNE AVE, LOUISVILLE, KY, 402202067

Signature of

Role Plan administrator
Date 2021-08-03
Name of individual signing KYLE PIERCE
Valid signature Filed with authorized/valid electronic signature
MEREDITH-DUNN SCHOOL 401 (K) PROFIT SHARING PLAN 2019 237339248 2020-08-28 MEREDITH-DUNN SCHOOL INC 55
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 611000
Sponsor’s telephone number 5024565819
Plan sponsor’s address 3023 MELBOURNE AVE, LOUISVILLE, KY, 402202067

Plan administrator’s name and address

Administrator’s EIN 273320773
Plan administrator’s name BILL BENNETT
Plan administrator’s address 3023 MELBOURNE AVE, LOUISVILLE, KY, 40220
Administrator’s telephone number 5024565819

Signature of

Role Plan administrator
Date 2020-08-28
Name of individual signing BILL BENNETT
Valid signature Filed with authorized/valid electronic signature
MEREDITH-DUNN SCHOOL 401 (K) PROFIT SHARING PLAN 2018 237339248 2019-10-11 MEREDITH-DUNN SCHOOL INC 51
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 611000
Sponsor’s telephone number 5024565819
Plan sponsor’s address 3023 MELBOURNE AVE, LOUISVILLE, KY, 402202067

Plan administrator’s name and address

Administrator’s EIN 273320773
Plan administrator’s name BILL BENNETT
Plan administrator’s address 3023 MELBOURNE AVE, LOUISVILLE, KY, 40220
Administrator’s telephone number 5024565819

Signature of

Role Plan administrator
Date 2019-10-11
Name of individual signing BILL BENNETT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-11
Name of individual signing KATHY BEAM
Valid signature Filed with authorized/valid electronic signature
MEREDITH-DUNN SCHOOL 401 (K) PROFIT SHARING PLAN 2017 237339248 2018-07-05 MEREDITH-DUNN SCHOOL INC 48
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 611000
Sponsor’s telephone number 5024565819
Plan sponsor’s address 3023 MELBOURNE AVE, LOUISVILLE, KY, 402202067

Plan administrator’s name and address

Administrator’s EIN 273320773
Plan administrator’s name BILL BENNETT
Plan administrator’s address 3023 MELBOURNE AVE, LOUISVILLE, KY, 40220
Administrator’s telephone number 5024565819

Signature of

Role Plan administrator
Date 2018-06-19
Name of individual signing BILL BENNETT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-06-19
Name of individual signing KATHY BEAM
Valid signature Filed with authorized/valid electronic signature
MEREDITH-DUNN SCHOOL 401 (K) PROFIT SHARING PLAN 2016 237339248 2017-09-18 MEREDITH-DUNN SCHOOL INC 53
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 611000
Sponsor’s telephone number 5024565819
Plan sponsor’s address 3023 MELBOURNE AVE, LOUISVILLE, KY, 402202067

Plan administrator’s name and address

Administrator’s EIN 273320773
Plan administrator’s name BILL BENNETT
Plan administrator’s address 3023 MELBOURNE AVE, LOUISVILLE, KY, 40220
Administrator’s telephone number 5024565819

Signature of

Role Plan administrator
Date 2017-09-18
Name of individual signing BILL BENNETT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-09-18
Name of individual signing KATHY BEAM
Valid signature Filed with authorized/valid electronic signature

Director

Name Role
ROGER D. MEREDITH Director
Steve DeWeese Director
Ray Dickison Director
DAVID D. DUNN Director
SHIRLEY K. MEREDITH Director
Bill Simpson Director

Registered Agent

Name Role
REBECCA ROBERTS Registered Agent

Incorporator

Name Role
DAVID D. DUNN Incorporator
ROGER D. MEREDITH Incorporator
SHIRLEY K. MEREDITH Incorporator

President

Name Role
Rebecca Roberts President

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Charitable Gaming EXE0000253 Exempt Organization Active - - - - Louisville, JEFFERSON, KY

Former Company Names

Name Action
MEREDITH-DUNN LEARNING CENTER, INC. Old Name
MEREDITH-DUNN LEARNING DISABILITIES CENTER, INC. Old Name

Assumed Names

Name Status Expiration Date
THE FOUNDATION FOR EDUCATIONAL THERAPY Inactive -
MEREDITH-DUNN RESOURCE ROOM Inactive -
MERIDAY Inactive -
MEREDITH-DUNN LEARNING CENTER Inactive -
MEREDITH-DUNN SCHOOL Inactive 2006-09-21

Filings

Name File Date
Annual Report 2025-02-04
Annual Report 2024-05-17
Registered Agent name/address change 2024-05-17
Annual Report 2023-03-17
Annual Report 2022-03-10
Annual Report 2021-02-24
Registered Agent name/address change 2021-02-24
Annual Report 2020-06-01
Annual Report 2019-04-26
Annual Report 2018-04-11

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
23-7339248 Corporation Unconditional Exemption 3023 MELBOURNE AVE, LOUISVILLE, KY, 40220-2067 1974-09
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 Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes 509(a)(2)
Tax Period 2023-05
Asset 1,000,000 to 4,999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period May
Asset Amount 3893231
Income Amount 3722790
Form 990 Revenue Amount 3722790
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 MEREDITH-DUNN SCHOOL INC
EIN 23-7339248
Tax Period 201907
Filing Type P
Return Type 990
File View File
Organization Name MEREDITH-DUNN SCHOOL INC
EIN 23-7339248
Tax Period 201807
Filing Type P
Return Type 990
File View File
Organization Name MEREDITH-DUNN SCHOOL INC
EIN 23-7339248
Tax Period 201707
Filing Type P
Return Type 990
File View File
Organization Name MEREDITH-DUNN SCHOOL INC
EIN 23-7339248
Tax Period 201607
Filing Type P
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4252967103 2020-04-13 0457 PPP 3023 MELBOURNE AVE, LOUISVILLE, KY, 40220-2067
Loan Status Date 2020-12-17
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 528200
Loan Approval Amount (current) 528200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27542
Servicing Lender Name Republic Bank & Trust Company
Servicing Lender Address 601 W Market St Republic Corporate Center, LOUISVILLE, KY, 40202
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LOUISVILLE, JEFFERSON, KY, 40220-2067
Project Congressional District KY-03
Number of Employees 57
NAICS code 611110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 27542
Originating Lender Name Republic Bank & Trust Company
Originating Lender Address LOUISVILLE, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 531061.08
Forgiveness Paid Date 2020-11-03

Sources: Kentucky Secretary of State