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Patient Centered Education and Research Institute, Inc.

Company Details

Name: Patient Centered Education and Research Institute, Inc.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 12 May 2014 (11 years ago)
Organization Date: 12 May 2014 (11 years ago)
Last Annual Report: 09 Jul 2024 (8 months ago)
Organization Number: 0887007
Industry: Health Services
Number of Employees: Small (0-19)
ZIP code: 40299
City: Louisville, Jeffersontown
Primary County: Jefferson County
Principal Office: 9714 SOUTHERN BREEZE LANE, LOUISVILLE, KY 40299
Place of Formation: KENTUCKY

Officer

Name Role
Doris Rosenbaum Officer
Tracy Diers Officer
Brian Elliott Daly Officer

Director

Name Role
Doris Rosenbaum Director
Timothy McKinney Director
Linda Alexander Director
Jo Singleton Director
Angela Roesler Director
Deanna Hansen Director
Tracy Book Diers Director
Cheryl Candy Pettry Director
Linda H Linville Director
Doris F Rosenbaum Director

Registered Agent

Name Role
BRIAN DALY Registered Agent

Incorporator

Name Role
Brian E Daly Incorporator

Filings

Name File Date
Annual Report 2024-07-09
Annual Report 2023-05-02
Registered Agent name/address change 2022-05-31
Annual Report 2022-05-31
Principal Office Address Change 2021-06-30
Annual Report 2021-06-30
Annual Report 2020-02-15
Annual Report 2019-06-13
Annual Report 2018-06-10
Annual Report 2017-05-11

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
46-5600475 Corporation Unconditional Exemption 9714 SOUTHERN BREEZE LN, LOUISVILLE, KY, 40299-1072 2015-07
In Care of Name % BRIAN DALY
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, Educational Organization, Scientific Organization, Local Association of Employees, Agricultural Organization, Horticultural Organization, Board of Trade, Business League, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Voluntary Employees' Beneficiary Association (Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Mutual Ditch or Irrigation Co., Burial Association, Cemetery Company, Credit Union, Other Mutual Corp. or Assoc., 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 2024-12
Asset 0
Income 0
Filing Requirement 990 - Required to file Form 990-N - Income less than $50,000 per year
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 0
Income Amount 0
Form 990 Revenue Amount 0
National Taxonomy of Exempt Entities Health Care: Research Institutes and/or Public Policy Analysis
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)

Determination Letter

Final Letter(s) FinalLetter_46-5600475_PATIENTCENTEREDEDUCATIONANDRESEARCHINSTITUTEINCORPORATED_06272015.tif

Form 990-N (e-Postcard)

Organization Name PATIENT CENTERED EDUCATION AND RESEARCH INSTITUTE
EIN 46-5600475
Tax Year 2024
Beginning of tax period 2024-01-01
End of tax period 2024-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 9714 Southern Breeze Lane, Louisville, KY, 40299, US
Principal Officer's Name Brian E Daly
Principal Officer's Address 9714 Southern Breeze Lane, Louisville, KY, 40299, US
Website URL https://www.patient-institute.org
Organization Name PATIENT CENTERED EDUCATION AND RESEARCH INSTITUTE
EIN 46-5600475
Tax Year 2023
Beginning of tax period 2023-01-01
End of tax period 2023-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 9714 Southern Breeze Lane, Louisville, KY, 40299, US
Principal Officer's Name Brian Daly
Principal Officer's Address 9714 Southern Breeze Lane, Louisville, KY, 40299, US
Website URL www.patient-institute.org
Organization Name PATIENT CENTERED EDUCATION AND RESEARCH INSTITUTE
EIN 46-5600475
Tax Year 2022
Beginning of tax period 2022-01-01
End of tax period 2022-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 9714 Southern Breeze Lane, Louisville, KY, 40299, US
Principal Officer's Name Brian Daly
Principal Officer's Address 9714 Southern Breeze Lane, Louisville, KY, 40299, US
Website URL https://patient-institue.org
Organization Name PATIENT CENTERED EDUCATION AND RESEARCH INSTITUTE
EIN 46-5600475
Tax Year 2021
Beginning of tax period 2021-01-01
End of tax period 2021-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 9714 Southern Breeze Lane, Louisville, KY, 40299, US
Principal Officer's Name Brian Daly
Principal Officer's Address 9714 Southern Breeze Lane, Louisville, KY, 40299, US
Website URL http://patient-institute.org
Organization Name PATIENT CENTERED EDUCATION AND RESEARCH INSTITUTE
EIN 46-5600475
Tax Year 2020
Beginning of tax period 2020-01-01
End of tax period 2020-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 9506 Gerardia Lane, Prospect, KY, 40059, US
Principal Officer's Name Brian Daly
Principal Officer's Address 9506 Gerardia Lane, Prospect, KY, 40059, US
Website URL Patient Centered Education and Research Institute
Organization Name PATIENT CENTERED EDUCATION AND RESEARCH INSTITUTE
EIN 46-5600475
Tax Year 2019
Beginning of tax period 2019-01-01
End of tax period 2019-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 9312 Old Six Mile Lane, Louisville, KY, 40299, US
Principal Officer's Name Brian Daly
Principal Officer's Address 9312 Old Six Mile Lane, Louisville, KY, 40299, US
Website URL http://patient-institute.org
Organization Name PATIENT CENTERED EDUCATION AND RESEARCH INSTITUTE
EIN 46-5600475
Tax Year 2018
Beginning of tax period 2018-01-01
End of tax period 2018-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 9312 Old Six Mile Lane, Louisville, KY, 40299, US
Principal Officer's Name Brian E Daly
Principal Officer's Address 9312 Old Six Mile Lane, Louisville, KY, 40299, US
Website URL http://patient-institute.org
Organization Name PATIENT CENTERED EDUCATION AND RESEARCH INSTITUTE
EIN 46-5600475
Tax Year 2017
Beginning of tax period 2017-01-01
End of tax period 2017-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 9312 OLD SIX MILE LN, LOUISVILLE, KY, 402991629, US
Principal Officer's Name Brian E Daly
Principal Officer's Address 9312 Old Six Mile Lane, Suite 101, Louisville, KY, 40299, US
Organization Name PATIENT CENTERED EDUCATION AND RESEARCH INSTITUTE
EIN 46-5600475
Tax Year 2016
Beginning of tax period 2016-01-01
End of tax period 2016-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 9312 Old Six Mile Lane, Louisville, KY, 40299, US
Principal Officer's Name Brian Daly
Principal Officer's Address 9312 Old Six Mile Lane, Louisville, KY, 40299, US
Website URL http://patient-institute.org
Organization Name PATIENT CENTERED EDUCATION AND RESEARCH INSTITUTE
EIN 46-5600475
Tax Year 2014
Beginning of tax period 2014-01-01
End of tax period 2014-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 9312 Old Six Mile Lane - Suite 101, Louisville, KY, 40299, US
Principal Officer's Name Brian Daly
Principal Officer's Address 9312 Old Six Mile Lane, Louisville, KY, 40299, US
Website URL http://patient-institute.org

Sources: Kentucky Secretary of State