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CALDWELL-LYON PARTNERSHIP, INC.

Company Details

Name: CALDWELL-LYON PARTNERSHIP, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 22 Jan 2003 (22 years ago)
Organization Date: 22 Jan 2003 (22 years ago)
Last Annual Report: 24 Jun 2024 (10 months ago)
Organization Number: 0552577
Industry: Miscellaneous Services
Number of Employees: Small (0-19)
ZIP code: 42064
City: Marion
Primary County: Crittenden County
Principal Office: 200 INDUSTRIAL ROAD, MARION, KY 42064
Place of Formation: KENTUCKY

Director

Name Role
Robert Hayes Director
Joe McEnaney Director
Chris Burton Director
Tim Capps Director
Perry Newcom Director
Chris Cook Director
Adam Ledford Director
Dan Odegaard Director
Jason Pepper Director
Billy Ray Coursey Director

Vice President

Name Role
Jeff McDaniels Vice President

President

Name Role
Tim Capps President

Secretary

Name Role
Robert Hayes Secretary

Treasurer

Name Role
Robert Hayes Treasurer

Incorporator

Name Role
RAY BELT Incorporator
ANN BENTLEY Incorporator
TOM BUCHANAN Incorporator
J BRENT BUGG Incorporator
JIM DANIELS Incorporator
FRED FOLTZ Incorporator
STEVE HILAND Incorporator
DANN HUGHES Incorporator
JOSEPH P MCENANEY Incorporator
ELIZABETH WATSON Incorporator

Registered Agent

Name Role
B TODD WETZEL Registered Agent

Filings

Name File Date
Annual Report 2024-06-24
Annual Report 2023-03-15
Annual Report 2022-05-16
Annual Report 2021-07-11
Annual Report 2020-06-04
Principal Office Address Change 2019-05-29
Annual Report 2019-05-29
Annual Report 2018-06-25
Annual Report 2017-05-11
Annual Report 2016-03-17

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
43-2001680 Corporation Unconditional Exemption PO BOX 147, PRINCETON, KY, 42445-0147 2004-07
In Care of Name % BOB HAYES
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 Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2023-12
Asset 100,000 to 499,999
Income 100,000 to 499,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 173274
Income Amount 149000
Form 990 Revenue Amount 149000
National Taxonomy of Exempt Entities Community Improvement, Capacity Building: Economic Development
Sort Name LAKE BARKLEY PARTNERSHIP

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 LAKE BARKLEY PARTNERSHIP INC
EIN 43-2001680
Tax Period 202212
Filing Type E
Return Type 990EZ
File View File
Organization Name LAKE BARKLEY PARTNERSHIP INC
EIN 43-2001680
Tax Period 202112
Filing Type E
Return Type 990EZ
File View File
Organization Name LAKE BARKLEY PARTNERSHIP INC
EIN 43-2001680
Tax Period 202012
Filing Type E
Return Type 990EZ
File View File
Organization Name LAKE BARKLEY PARTNERSHIP INC
EIN 43-2001680
Tax Period 201912
Filing Type E
Return Type 990EZ
File View File
Organization Name LAKE BARKLEY PARTNERSHIP INC
EIN 43-2001680
Tax Period 201812
Filing Type E
Return Type 990EZ
File View File
Organization Name LAKE BARKLEY PARTNERSHIP INC
EIN 43-2001680
Tax Period 201712
Filing Type P
Return Type 990EZ
File View File
Organization Name LAKE BARKLEY PARTNERSHIP INC
EIN 43-2001680
Tax Period 201612
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
4413698201 2020-08-06 0457 PPP 200 Industrial Road, MARION, KY, 42064-1917
Loan Status Date 2021-02-18
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 18200
Loan Approval Amount (current) 18200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27863
Servicing Lender Name Farmers Bank and Trust Company, Princeton, Kentucky
Servicing Lender Address 111 W Washington St, PRINCETON, KY, 42445-1907
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address MARION, CRITTENDEN, KY, 42064-1917
Project Congressional District KY-01
Number of Employees 1
NAICS code 926110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 27863
Originating Lender Name Farmers Bank and Trust Company, Princeton, Kentucky
Originating Lender Address PRINCETON, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 18270.78
Forgiveness Paid Date 2020-12-31

Sources: Kentucky Secretary of State