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NATIONAL SAM INNOVATION PROJECT, INC.

Company Details

Name: NATIONAL SAM INNOVATION PROJECT, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 21 Nov 2011 (13 years ago)
Organization Date: 21 Nov 2011 (13 years ago)
Last Annual Report: 18 Feb 2025 (2 months ago)
Organization Number: 0806009
Industry: Educational Services
Number of Employees: Medium (20-99)
ZIP code: 40222
City: Louisville, Bancroft, Bellemeade, Crossgate, Glenvie...
Primary County: Jefferson County
Principal Office: 9100 SHELBYVILLE ROAD, SUITE 28D, LOUISVILLE, KY 40222
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
NATIONAL SAM INNOVATION PROJECT 401(K) PROFIT SHARING PLAN 2023 454454376 2024-10-03 NATIONAL SAM INNOVATION PROJECT 36
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-07-01
Business code 611000
Sponsor’s telephone number 5027777760
Plan sponsor’s address 9100 SHELBYVILLE ROAD, SUITE 280, LOUISVILLE, KY, 40222

Signature of

Role Plan administrator
Date 2024-10-03
Name of individual signing MARK SHELLINGER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-03
Name of individual signing MARK SHELLINGER
Valid signature Filed with authorized/valid electronic signature
NATIONAL SAM INNOVATION PROJECT 401(K) PROFIT SHARING PLAN 2022 454454376 2024-05-22 NATIONAL SAM INNOVATION PROJECT 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-07-01
Business code 611000
Sponsor’s telephone number 5027777760
Plan sponsor’s address 9100 SHELBYVILLE ROAD, SUITE 280, LOUISVILLE, KY, 40222

Signature of

Role Plan administrator
Date 2024-05-22
Name of individual signing MARK SHELLINGER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-05-22
Name of individual signing MARK SHELLINGER
Valid signature Filed with authorized/valid electronic signature
NATIONAL SAM INNOVATION PROJECT 401(K) PROFIT SHARING PLAN 2021 454454376 2023-04-18 NATIONAL SAM INNOVATION PROJECT 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-07-01
Business code 611000
Sponsor’s telephone number 5027777760
Plan sponsor’s address 9100 SHELBYVILLE ROAD, SUITE 280, LOUISVILLE, KY, 40222

Signature of

Role Plan administrator
Date 2023-04-18
Name of individual signing MARK SHELLINGER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-04-18
Name of individual signing MARK SHELLINGER
Valid signature Filed with authorized/valid electronic signature
NATIONAL SAM INNOVATION PROJECT 401(K) PROFIT SHARING PLAN 2020 454454376 2021-10-05 NATIONAL SAM INNOVATION PROJECT 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-07-01
Business code 611000
Sponsor’s telephone number 5027777760
Plan sponsor’s address 9100 SHELBYVILLE ROAD, SUITE 280, LOUISVILLE, KY, 40222

Signature of

Role Plan administrator
Date 2021-10-05
Name of individual signing MARK SHELLINGER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-05
Name of individual signing MARK SHELLINGER
Valid signature Filed with authorized/valid electronic signature
NATIONAL SAM INNOVATION PROJECT 401(K) PROFIT SHARING PLAN 2019 454454376 2020-09-16 NATIONAL SAM INNOVATION PROJECT 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-07-01
Business code 611000
Sponsor’s telephone number 5027777760
Plan sponsor’s address 9100 SHELBYVILLE ROAD, SUITE 280, LOUISVILLE, KY, 40222

Signature of

Role Plan administrator
Date 2020-09-16
Name of individual signing MARK SHELLINGER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-16
Name of individual signing MARK SHELLINGER
Valid signature Filed with authorized/valid electronic signature
NATIONAL SAM INNOVATION PROJECT 401(K) PROFIT SHARING PLAN 2018 454454376 2019-10-15 NATIONAL SAM INNOVATION PROJECT 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-07-01
Business code 611000
Sponsor’s telephone number 5027777760
Plan sponsor’s address 9100 SHELBYVILLE ROAD, SUITE 280, LOUISVILLE, KY, 40222

Signature of

Role Plan administrator
Date 2019-10-15
Name of individual signing MARK SHELLINGER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-15
Name of individual signing MARK SHELLINGER
Valid signature Filed with authorized/valid electronic signature
NATIONAL SAM INNOVATION PROJECT 401(K) PROFIT SHARING PLAN 2017 454454376 2019-03-11 NATIONAL SAM INNOVATION PROJECT 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-07-01
Business code 611000
Sponsor’s telephone number 5027777760
Plan sponsor’s address 9100 SHELBYVILLE ROAD, SUITE 280, LOUISVILLE, KY, 40222

Signature of

Role Plan administrator
Date 2019-03-11
Name of individual signing MARK SHELLINGER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-03-11
Name of individual signing MARK SHELLINGER
Valid signature Filed with authorized/valid electronic signature
NATIONAL SAM INNOVATION PROJECT 401(K) PROFIT SHARING PLAN 2016 454454376 2017-12-15 NATIONAL SAM INNOVATION PROJECT 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-07-01
Business code 611000
Sponsor’s telephone number 5027777760
Plan sponsor’s address 9100 SHELBYVILLE ROAD, SUITE 280, LOUISVILLE, KY, 40222

Signature of

Role Plan administrator
Date 2017-12-15
Name of individual signing MARK SHELLINGER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-12-15
Name of individual signing MARK SHELLINGER
Valid signature Filed with authorized/valid electronic signature
NATIONAL SAM INNOVATION PROJECT 401(K) PROFIT SHARING PLAN 2015 454454376 2017-04-17 NATIONAL SAM INNOVATION PROJECT 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-07-01
Business code 611000
Sponsor’s telephone number 5027777760
Plan sponsor’s address 9100 SHELBYVILLE ROAD, SUITE 280, LOUISVILLE, KY, 40222

Signature of

Role Plan administrator
Date 2017-04-17
Name of individual signing MARK SHELLINGER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-04-17
Name of individual signing MARK SHELLINGER
Valid signature Filed with authorized/valid electronic signature
NATIONAL SAM INNOVATION PROJECT 401(K) PROFIT SHARING PLAN 2014 454454376 2016-02-12 NATIONAL SAM INNOVATION PROJECT 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-07-01
Business code 611000
Sponsor’s telephone number 5027777760
Plan sponsor’s address 9100 SHELBYVILLE ROAD, SUITE 2, LOUISVILLE, KY, 40222

Signature of

Role Plan administrator
Date 2016-02-12
Name of individual signing MARK SHELLINGER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-02-12
Name of individual signing MARK SHELLINGER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/10/14/20141014122223P030017317359001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2012-07-01
Business code 611000
Sponsor’s telephone number 5027777760
Plan sponsor’s address 9100 SHELBYVILLE ROAD, SUITE 280, LOUISVILLE, KY, 40222

Signature of

Role Plan administrator
Date 2014-10-14
Name of individual signing MARK SHELLINGER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-10-14
Name of individual signing MARK SHELLINGER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/09/22/20130922173538P040002933601001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2012-07-01
Business code 611000
Sponsor’s telephone number 5027777760
Plan sponsor’s address 9100 SHELBYVILLE ROAD, SUITE 280, LOUISVILLE, KY, 40222

Signature of

Role Plan administrator
Date 2013-09-22
Name of individual signing MARK SHELLINGER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-09-22
Name of individual signing MARK SHELLINGER
Valid signature Filed with authorized/valid electronic signature

Director

Name Role
DAVE SECHLER Director
KENDRA WASHINGTON BASS Director
Mark Shellinger Director
Roberta Hendee Director
Carol Lensing Director
Jennifer Stapleton Director
Jennifer Shellinger McCrystal Director
Debbie Daniels Director
ROBERTA HENDEE Director
CAROL LENSING Director

Registered Agent

Name Role
PAUL J. DYAR Registered Agent

President

Name Role
ROBERTA HENDEE President

Secretary

Name Role
David Sechler Secretary

Treasurer

Name Role
NATHAN ROBERTS Treasurer

Vice President

Name Role
Paul Katnik Vice President

Incorporator

Name Role
PAUL J. DYAR Incorporator

Filings

Name File Date
Annual Report 2025-02-18
Annual Report 2024-03-25
Annual Report 2023-09-27
Annual Report 2022-05-10
Annual Report 2021-03-19
Annual Report 2020-04-13
Annual Report 2019-05-31
Annual Report 2018-05-23
Annual Report 2017-05-08
Annual Report 2016-03-24

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
45-4454376 Corporation Unconditional Exemption 9100 SHELBYVILLE RD STE 280, LOUISVILLE, KY, 40222-5160 2013-03
In Care of Name % MARK SHELLINGER
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 2023-06
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 Jun
Asset Amount 1146678
Income Amount 4323815
Form 990 Revenue Amount 4323815
National Taxonomy of Exempt Entities Education: Educational Services and Schools - Other
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 NATIONAL SAM INNOVATION PROJECT INC
EIN 45-4454376
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name NATIONAL SAM INNOVATION PROJECT INC
EIN 45-4454376
Tax Period 202006
Filing Type E
Return Type 990
File View File
Organization Name NATIONAL SAM INNOVATION PROJECT INC
EIN 45-4454376
Tax Period 201906
Filing Type E
Return Type 990
File View File
Organization Name NATIONAL SAM INNOVATION PROJECT INC
EIN 45-4454376
Tax Period 201806
Filing Type E
Return Type 990
File View File
Organization Name NATIONAL SAM INNOVATION PROJECT INC
EIN 45-4454376
Tax Period 201706
Filing Type E
Return Type 990
File View File
Organization Name NATIONAL SAM INNOVATION PROJECT INC
EIN 45-4454376
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
4550458304 2021-01-23 0457 PPS 9100 Shelbyville Rd Ste 280, Louisville, KY, 40222-5160
Loan Status Date 2021-10-06
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 171825
Loan Approval Amount (current) 171825
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27196
Servicing Lender Name Central Bank & Trust Co.
Servicing Lender Address 300 W Vine St, LEXINGTON, KY, 40507-1621
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Louisville, JEFFERSON, KY, 40222-5160
Project Congressional District KY-03
Number of Employees 11
NAICS code 611710
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Professional Association
Originating Lender ID 27196
Originating Lender Name Central Bank & Trust Co.
Originating Lender Address LEXINGTON, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 172956.18
Forgiveness Paid Date 2021-09-22
2121477110 2020-04-10 0457 PPP 9100 SHELBYVILLE RD, suite 280, LOUISVILLE, KY, 40222-5110
Loan Status Date 2020-12-11
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 135250
Loan Approval Amount (current) 135250
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27196
Servicing Lender Name Central Bank & Trust Co.
Servicing Lender Address 300 W Vine St, LEXINGTON, KY, 40507-1621
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address LOUISVILLE, JEFFERSON, KY, 40222-5110
Project Congressional District KY-03
Number of Employees 12
NAICS code 611710
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Professional Association
Originating Lender ID 27196
Originating Lender Name Central Bank & Trust Co.
Originating Lender Address LEXINGTON, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 135993.88
Forgiveness Paid Date 2020-11-05

Sources: Kentucky Secretary of State