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HealthFirst Bluegrass Inc.

Company Details

Name: HealthFirst Bluegrass Inc.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 20 May 2011 (14 years ago)
Organization Date: 20 May 2011 (14 years ago)
Last Annual Report: 07 Mar 2024 (a year ago)
Organization Number: 0792022
Industry: Health Services
Number of Employees: Large (100+)
ZIP code: 40503
City: Lexington
Primary County: Fayette County
Principal Office: 453 SOUTHLAND DRIVE, LEXINGTON, KY 40503
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HEALTHFIRST BLUEGRASS INC 401(K) PROFIT SHARING PLAN & TRUST 2016 452710251 2017-10-12 HEALTHFIRST BLUEGRASS INC 165
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Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 621111
Sponsor’s telephone number 8595597398
Plan sponsor’s mailing address 450 SOUTHLAND DR STE E, LEXINGTON, KY, 405031831
Plan sponsor’s address 450 SOUTHLAND DR STE E, LEXINGTON, KY, 405031831

Number of participants as of the end of the plan year

Active participants 172
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 13
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 145
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 2017-10-12
Name of individual signing JAMES COYLE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-12
Name of individual signing JAMES COYLE
Valid signature Filed with authorized/valid electronic signature

Director

Name Role
MARY ALICE DANIELS Director
William Rasinen Director
Randy Breeding Director
Herman Hardesty Director
John P Loventhal Director
MIRANDA BROWN Director
RHONDA JACKSON Director
MARIE BRADSHAW Director
JOHN LOVENTHAL Director
JORDAN BIERY Director

Incorporator

Name Role
William North Incorporator

Registered Agent

Name Role
WAYNE LINSCOTT, CEO Registered Agent

Officer

Name Role
RHONDA JACKSON Officer
HARTLEY FELD Officer
MARIE BRADSHAW Officer

Treasurer

Name Role
HEATHER WILLIAMS Treasurer

Secretary

Name Role
MIRANDA BROWN Secretary

Filings

Name File Date
Annual Report 2024-03-07
Annual Report 2023-05-02
Registered Agent name/address change 2023-05-02
Principal Office Address Change 2023-05-02
Annual Report 2022-06-30
Annual Report 2021-05-11
Annual Report 2020-06-05
Annual Report 2019-06-04
Registered Agent name/address change 2019-04-29
Annual Report 2018-06-06

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
45-2710251 Corporation Unconditional Exemption 453 SOUTHLAND DR, LEXINGTON, KY, 40503-1826 2012-07
In Care of Name % WAYNE LINSCOTT
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 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 2023-12
Asset 10,000,000 to 49,999,999
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 Dec
Asset Amount 37718455
Income Amount 42073077
Form 990 Revenue Amount 34941775
National Taxonomy of Exempt Entities Health Care: Ambulatory Health Center, Community Clinic
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 HEALTHFIRST BLUEGRASS INC
EIN 45-2710251
Tax Period 202212
Filing Type E
Return Type 990T
File View File
Organization Name HEALTHFIRST BLUEGRASS INC
EIN 45-2710251
Tax Period 202212
Filing Type E
Return Type 990
File View File
Organization Name HEALTHFIRST BLUEGRASS INC
EIN 45-2710251
Tax Period 202112
Filing Type E
Return Type 990T
File View File
Organization Name HEALTHFIRST BLUEGRASS INC
EIN 45-2710251
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name HEALTHFIRST BLUEGRASS INC
EIN 45-2710251
Tax Period 202012
Filing Type E
Return Type 990
File View File
Organization Name HEALTHFIRST BLUEGRASS INC
EIN 45-2710251
Tax Period 202012
Filing Type E
Return Type 990T
File View File
Organization Name HEALTHFIRST BLUEGRASS INC
EIN 45-2710251
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name HEALTHFIRST BLUEGRASS INC
EIN 45-2710251
Tax Period 201912
Filing Type P
Return Type 990T
File View File
Organization Name HEALTHFIRST BLUEGRASS INC
EIN 45-2710251
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name HEALTHFIRST BLUEGRASS INC
EIN 45-2710251
Tax Period 201812
Filing Type P
Return Type 990T
File View File
Organization Name HEALTHFIRST BLUEGRASS INC
EIN 45-2710251
Tax Period 201712
Filing Type P
Return Type 990
File View File
Organization Name HEALTHFIRST BLUEGRASS INC
EIN 45-2710251
Tax Period 201712
Filing Type P
Return Type 990T
File View File
Organization Name HEALTHFIRST BLUEGRASS INC
EIN 45-2710251
Tax Period 201612
Filing Type E
Return Type 990
File View File
Organization Name HEALTHFIRST BLUEGRASS INC
EIN 45-2710251
Tax Period 201512
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
5707677003 2020-04-06 0457 PPP 450 SOUTHLAND DR STE E, LEXINGTON, KY, 40503-1807
Loan Status Date 2021-06-10
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 2572200
Loan Approval Amount (current) 2572200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27631
Servicing Lender Name Traditional Bank, Inc.
Servicing Lender Address 49 W Main St, MOUNT STERLING, KY, 40353-1316
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LEXINGTON, FAYETTE, KY, 40503-1807
Project Congressional District KY-06
Number of Employees 239
NAICS code 621111
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 27631
Originating Lender Name Traditional Bank, Inc.
Originating Lender Address MOUNT STERLING, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 2600670.38
Forgiveness Paid Date 2021-05-25

Sources: Kentucky Secretary of State