Form 990 Department of lhe Treasury lnlernol Raven us Service EXTENDED TO NOVEMBER 15, and ending 2 5 Return of Organization Exempt From Income Tax Under section 501(0). 527. or 4947(all1) of the Internal Revenue Code (except private foundations) Do not enter social securityr numbers on this form as it may be made public. Information about Form 990 and its instructions is at rm A For the 2014 calendar year. or tax year beginning OMB No. 1545-00-17 Open to Public Inspection 1&9: 0 Name of organization Employer identi?cation number $5333? KENTUCKY OPPORTUNITY COALI TI ON INC . Doing business as 25?3 722621 lil?ii-?I. Number and street (or P.O. box if mail is not delivered to street address) Room/suite Telephone number PO BOX 6067 502?632?4525 3153:? City ortown. state or province. coontry, and ZIP orforeign postal code Gross Meme rnluE?r-Er LOUISVILLE KY 4 0 2 0 5 Hie) Is this a group return Name and address of principal WEBB for subordinates? l: Yes No panama SAME AS ABOVE Hl?b) Are all subordinates included? El Yes No I Tax-exempt status: 501(c)(3) 4 website; KENTUCKYOP PORTUNI TYCOALIT ION . COM it Form of organization: LKJ CninoraIion Trust Association [Jitterb- [Part II Summary )4 (insertnoJU renrlallnoru 52? If attach a list. (see instructions) Hie) Group exemption number I Year of formation: 2 0 0 8) State of legal domicile: KY Briefly describe the organization?s mission or most signi?cant activities: ENGAGING IN FUEL I Q. 1 COMMUNICATIONS AND DIRECT CONTACT WITH INTERESTED CONSTITUENCIES TO 2 Check this box I itthe organization discontinued its operations or disposed of more than 25% of its net assets. 8 3 Number of voting members of the governing body (Part VI. line 1a) 3 3 4 Number of independent voting members ofthe governing body (Part VI, line 1b) 4 3 5 Total number of individuals employed In calendar year 2014 (Part V. line 2a) 5 0 i=3 6 Total number oi volunteers (estimate if necessary) .. 6 0 7 a Total unrelated business revenue from Part column (0), line 12 Ta 0 - Net unrelated business taxable income from Form 9904'. linead Th 0 . Prior Year Current Year 3 8 Contributions and grants (PariVIil. line 232 500- 5 .9 Program sewice revenue (Part line 29) .. - 0 - 10 Investment Income (Part column (A). lines Other revenue (Part column (A), lines 5, so, 80. 9c. 10c, and 11s) 0 . 0 - 12 Total revenue - add lines 8 through 11 {must equal Perl column (A). line 12Grants and similar amounts paid (Part IX. column (A). lines 1-Benefits paid to or for members (Part IX, column (A). line 4) 0 0 3 15 Salaries. other compensation, employee bene?ts (Part IX, column (A). lines 5-10) - ?2 163 Protessionalfundraising fees (PartIXcoiumn (ATotal fundraising expenses (Part IX, column (D), line 25Otherexpenses (Part IX. column (A), lines 11a?11d, 11f?24eTotal expenses. Add lines 13-1? (must equal Part IX, column (A). line 25Revenueiess .. 4: 691 999 - r441: 974 - ?g Beginning of CurrentYear End of Year Eli?.3 20 4,716,597. 1,252,223. :3 21 Total liabilities (Part x, line 26Net assets or fund balances. Subtract line 21 from line [TI?art II I Signature Block Under penalties of periury, I declare that I have examined this return. including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. oy??renarer [other than of?cer) is based on all information ofwhich preparer has any knowledgeSign Signature oiliner Dale I Here KRISTEN WEBB CHAIRMAN Type or print name and title Print/Type preparers name Pr 9 er's signal 2 Data WIN Paid RENAE DUNCAN {Bum cog 1 1/Preparer Firm's name ATCHLEY Sc ASSOCIATES LLP Firmuse only Firm's address 58 5 AUSTIN CENTER BLVD . STE 1 30 AUSTIN, TX 78731?3129 ?ay the IRS discuss this return with the preparer above?see inefmctionsi DU Yes No 432001 11aor?14 LHA For Paperwork Reduction Act Notice. see the separate instructions. Form 990 (2014) SEE SCHEDULE 0 FOR ORGANIZATION MISSION STATEMENT CONTINUATION Form 990 {2014} KENTUCKY OPPORTUNITY COALITION INC . Page 2 Part Statement of Program Service Accomplishments Check if Schedule 0 contains a regganse or note to any line in this Part .. 1 Briefly describe the organization's mission: KENTUCKY OPPORTUNITY COALITION IS A NON-PROFIT PUBLIC POLICY ADVOCACY ORGANIZATION THAT IS DEDICATED TO EDUCATING, EQUIPPING, AND ENGAGING THE CITIZENS OF KENTUCKY TO TAKE ACTION ON IMPORTANT ECONOMIC AND LEGISLATIVE ISSUES THAT WILL SHAPE OUR NATION AND FUTURE. THE 2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or990-EZ? . lives No If "Yes," describe these new services on Schedule 0. 3 Did the organization cease conducting, or make significant changes in how it conducts, any program services? I l_JYes No If "Yes," describe these changes on Schedule 0. 4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501 and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue. if any, for each program service reported. 4a (Code: (Expenses including grants of$ (Revenue$ THE ORGANIZATION CONDUCTS PUBLIC COMMUNICATIONS AND BUILDS GRASSROOTS TO INFLUENCE POLICYMAKING OUTCOMES THROUGH GRASSROOTS MOBILIZATION AND ADVOCACY. THE FOCUS OF THESE ADVOCACY EFFORTS MAY INCLUDE LEGISLATION, BUDGET PRIORITIES, REGULATIONS, PUBLIC HEARINGS AND INVESTIGATIONS, AND OTHER POLICYMAKING ACTIVITIES. THE ORGANIZATION ALSO ENGAGES CITIZENS TO PARTICIPATE IN GRASSROOTS ADVOCACY ON PENDING LEGISLATIVE ISSUES THROUGH PAID ADVERTISING, MAILINGS, E-MAILS, AND ADVOCACY TOOLS. 4b (Code: (Expensesincluding grants of(Revenue$ THE ORGANIZATION PROMOTES SOCIAL WELFARE PURPOSES OF NONPROFIT 501C GROUPS THAT SHARE SIMILAR MISSIONS. 4c (Code: (Expenses 4 8 9 6 4 0 including grants of$ (Flevenue KENTUCKY OPPORTUNITY COALITION CONDUCTS RESEARCH TO DETERMINE HOW VARIOUS DEMOGRAPHIC GROUPS RESPOND TO CURRENT NATIONAL POLICY ISSUES, WHAT PRIORITIES AND CONCERNS THEY HAVE, AND WHICH PUBLIC POLICY ISSUES THEY MIGHT BE MOST INCLINED TO TAKE ACTION ON THROUGH GRASSROOTS PARTICIPATION. KENTUCKY OPPORTUNITY COALITION ALSO SPONSORS IN-DEPTH POLICY RESEARCH ON SIGNIFICANT ISSUES, ESPECIALLY THOSE THAT ARE CURRENTLY BUT ARE LIKELY TO HAVE A SUBSTANTIAL IMPACT ON GOVERNMENT POLICYMAKING IN THE FUTURE. 4d Other program services (Describe in Schedule 0.) (Eamon 365 Including grants of 1 [Revenue 5 I) 4e Total program service expenses Form 990 (2014) 432002 11-07-14 2 13561112 796448 09260 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260_#1 Form 99:) {2am} KENTUCKY OPPORTUNITY COALITION INC . Fame 3 [Part IV Checklist of Required Schedules Yes No 1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? ll "Yes, complele Schedule A .. 1 2 Is the organization required to complete Schedule 8, Schedule of Contributors? 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public of?ce? ll "Yes, complete Schedule C. Perl .. 4 Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? if "Yes," complete Schedule C, Part ll I 4 A 5 Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? lf ?Yes, complete Schedule C, Part 5 6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? if "Yes," complete Schedule D, Part 6 7 Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes, complete Schedule Perl . .. 8 9 Did the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a custodian for amounts not listed in Part or provide credit counseling, debt management, credit repair, or debt negotiation services? lt "Yes. complete Schedule D. Part IV 9 10 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? if Yes, complete Schedule D, Part 10 11 If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, IX, or as applicable. a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes, complete Schedule D, Patti/t . 11a Did the organization report an amount for investments - other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? ll "Yes, complete Schedule D, Part VII 11b Did the organization report an amount for investments - program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If Yes, complete Schedule D, Part 11c Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part x. line 16? ll "Yes. complete Schedule D, Part IX .. 11d Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part 11e Did the organization?s separate or consolidated financial statements for the tax year include a footnote that addresses the organization?s liability for uncertain tax positions under FIN 48 (A80 740)? if "Yes," complete Schedule D, Part 11f 12a Did the organization obtain separate, independent audited financial statements for the tax year? it "Yes," complete Schedule D. Parts Xl and .. 12a Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts Xi and is optional 12b 13 Is the organization a school described in section lf "Yes," complete Schedule 13 14a Did the organization maintain an office, employees, or agents outside of the United States? 14a Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? ll complete Schedule F. Pan?s and .. 14b 15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If "Yes," complete Schedule F, Parts ll and 15 16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to orforforeign individuals? If "Yes," complete Schedule F, Parts and iv 16 17 Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? if "Yes, complete Schedule G, Peril 17 18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part lines to and 8a? lt "Yes. complete Schedule G. Perl ll .. 18 19 Did the organization report more than $15,000 of gross income from gaming activities on Part line 9a? if "Yes," complete Schedule 6. Port . . . 19 20a Did the organization operate one or more hospital facilities? If "Yes," complete Schedule 203 If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? . . . . 20b Form 990 (2014) 432003 11-07-14 3 13561112 796448 09260 2014 . 05000 KENTUCKY OPPORTUNITY COALIT 09260_1 Form 990 [2014) KENTUCKY OPPORTUNITY COALITION INC . Page 4 [Part IV Checklist of Required Schedules (continues) Yes No 21 Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts I and ll 21 22 Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts I and Ill 22 23 Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Scheduled .. .. . 23 24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If Yes, answer lines 24b through 24d and complete Schedule K. ll We go to line 25a .. . .. .. 24a Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? 24b Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? .. 246 Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? 24d 25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If Yes, complete Schedule L, Part 25a Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization?s prior Forms 990 or If ?Yes, complete Schedule L, Parll 25b 26 Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Perl ll 26 27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes, complete Schedule L, Pelt ill 27 28 Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions): a A current or former officer, director. trustee, or key employee? If "Yes," complete Schedule L, Part I 28a A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule Part IV 28b An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes, comp/Ste SChedUl'e L, Pal? .. 280 29 Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule 29 30 Did the organization receive contributions of art. historical treasures, or other similar assets, or qualified conservation contributions? lf "Yes." Complete Schedule .. .. .. 30 31 Did the organization liquidate, terminate, or dissolve and cease operations? ll "Yes. complete Schedule N. Pall .. 31 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?lf "Yes," complete Schedule N. Perl ll .. 32 33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301 .7701-2 and 301 .77013? If "Yes," complete Schedule Ft, Part! 33 34 Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule Fl, Part ll, Ill, or IV, and Particllnel .. 34 35a Did the organization have a controlled entity within the meaning of section 512(b)(13)? 35a If "Yes" to line 353, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule B, Part V, line 2 35b 36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? ll "Yes, complete Schedule a Part V. llne 2 .. 36 A 37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes, complete Schedule Fl, Part VI 37 38 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11b and 19? Form required . 38 Form 990 (2014) 432004 11-07-14 4 13561112 796448 09260 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260_1 Form 990 (2014) KENTUCKY OPPORTUNITY COALITION INC . Page 5 Part Statements Regarding Other IRS Filings and Tax Compliance Check if ScheduleO contains a response or note to any line in this PartV I I I Yes No 13 Enterthe number reported in BoxSof Form1096. Enter-O- ifnot applicable 1a 15 Enter the number of Forms included in line 1a. Enter -0- if not applicable 1b 0 Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? . . .. 10 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return 2a 0 If at least one is reported on line 2a, did the organization file all required federal employment tax I 2b Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e?file (see instructions) I 3a Did the organization have unrelated business gross income of $1,000 or more during the year? 3a If "Yes," has it filed a Form 990-T for this year? if "No, to line 3b, provide an explanation in Schedule 0 3b 4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? 4a If "Yes," enter the name of the foreign country: See instructions for filing requirements for Form 114, Report of Foreign Bank and Financial Accounts (FBAH). 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? 5a Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?__ 5b If "Yes," to line 5a or 5b, did the organization file Form II 5c 6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? 6a If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? 6b 7 Organizations that may receive deductible contributions under section 170(c). a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? 7a If "Yes," did the organization notify the donor of the value of the goods or services provided? I 7b Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required tofileForm8282"Yes," indicate the number of Forms 8282 filed during the year II I 1 7d I Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? I II I 7e Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? II 7f If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? II _7g If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-0? 7h 8 Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the Sponsoring organization have excess business holdings at any time during the year? 8 9 Sponsoring organizations maintaining donor advised funds. a Did the sponsoring organization make any taxable distributions under section 4966? II I II II 9a Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? 9b 10 Section 501(c)(7) organizations. Enter: a Initiation fees and capital contributions included on Part line 12 II I II 103 Gross receipts, included on Form 990, Part line 12, for public use of club facilities 10b 11 Section 501(c)(12) organizations. Enter: a Gross incomefrom members or shareholders 113 Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) 11b 12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? 12a If "Yes," enter the amount of tax-exempt interest received or accrued during the year .. .. I 12b I 13 Section 501(c)(29) qualified nonprofit health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state? 13a Note. See the instructions for additional information the organization must report on Schedule 0. Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans 13b Enter the amount of reserves on hand II 130 14a Did the organization receive any payments for indoor tanning services during the tax year? 14a If "Yes," has it filed a Form 720 to report these payments? If provide an explanation in Schedule . . 14!: Form 990 (2014) 432005 11-07-14 5 13561112 796448 09260 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260__1 Form 990 (2014) KENTUCKY OPPORTUNITY COALITION INC . 26?3722621 Page6 Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and fora "No" response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule 0. See instructions. Check if Schedule 0 contains a response or note to any line in this Part VI .. Section A. Governing Body and Management Yes No 1a Enter the number of voting members of the governing body at the end of the tax year 1a If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule 0. Enter the number of voting members included in line 1a, above, who are independent 1b 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer. director. trustee. or key employee? 2 3 Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors, or trustees, or key employees to a management company or other person? I, 3 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? 4 5 Did the organization become aware during the year of a significant diversion of the organization's assets? I 5 6 Did the organization have members or stockholders? .. 6 7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members or the governing body? .. to Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? 7b 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: a The governing body? .. . .. . Ba Each committee with authority to act on behalf of the governing body? 8b 9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? if "?i?esfprovrbfe the names andaddresses in Schedule . . 9 Section B. Policies (T his Section requests information about policies not required by the internal Revenue Code.) Yes No 10a Did the organization have local chapters, branches, or affiliates? 10a If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? 10b 11a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? 113 Describe in Schedule 0 the process, if any, used by the organization to review this Form 990. 12a Did the organization have a written conflict of interest policy? if ?No, go to line 13 1221 Were officers, directors, ortrustees, and key employees required to disclose annually interests that could give rise to conflicts? . . 121:, 0 Did the organization regularly and consistently monitor and enforce compliance with the policy? if "Yes," describe in Schedule 0 how this was done . 12c 13 Did the organization have a written whistleblower policy? 13 14 Did the organization have a written document retention and destruction policy? 14 15 Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? a The organization?s CEO, Executive Director, or top management official 15a Other officers or key employees of the organization 15b it "Yes" to line 15a or 15b, describe the process in Schedule 0 (see instructions). 16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxableentity during the year? 16a If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's exempt status with respect to such arrangements? 16b Section C. Disclosure 17 List the states with which a copy of this Form 990 is required to be filed 18 Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501 only) available for public inspection. Indicate how you made these available. Check all that apply. Own website Another?s website Upon request i:i Other (explain in Schedule 0) 19 Describe in Schedule 0 whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year. 20 State the name, address, and telephone number of the person who possesses the organization?s books and records: CALEB CROSBY 502?632?4525 PO BOX 6067 LOUISVILLE KY 40206 432005 11-07-14 Form 990 (2014) 6 13561112 796448 09260 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260?1 Form 990 (2014) KENTUCKY OPPORTUNITY COALITION INC . Page 7 Part,VIl Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check if Schedule 0 contains a response or note to any line in this Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 13 Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year. 0 List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D). (E), and (F) if no compensation was paid. 0 List all of the organization's current key employees, if any. See instructions for definition of "key employee." 0 List the organization's five current highest compensated employees (other than an Officer, director, trustee, or key employee) who received report- able compensation {Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations. 0 List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. 0 List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. List persons In the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees; and former such persons. Check this box if neither the organization nor any related Organization compensated any current officar. director, or trustee. (A) (B) (D) (E) (F) Name and Title Average (do not C?gf?ggman one Reportable Reportable Estimated hours per box. unless person Is both an compensation compensation amount of week officer and a director/trustee) from from related other (list any the organizations compensation hours for 5 organization from the related 099-MISC) organization organizations gm and related below .5 organizations line) (1) KRISTEN WEBB . 00 CHAIRMAN 0 . 0 . 0 . (2) BRIDGET M. BUSH . 00 DIRECTOR 0 . 0 . 0 . (3) KAREN SELLERS 1 . 0 0 DIRECTOR 0 . 0 . 0 . (4) CALEB CROSBY 10 . 00 TREASURER 23,000 . 0. 0. 432007 11-07-14 Form 990 (2014) .7 13561112 796448 09260 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260?1 KENTUCKY OPPORTUNITY COALITION, INC. 26?3722621 EmeB l?art Section A. Officers. Directors. Trustees. Key Em aloyees, and Highest Compensated Employees {centinuedl (A) (B) (Q (B) (E) (F) Name and title AVeraQe (do no, c?gf?ggthan one Reportable Reportable Estimated hours Per box, unless person is both an compensation compensation amount of week officer and a director/trustee) from from related other (?St any the organizations compensation hours for 3 organization from the related a a organization organizations ?L?j and related below s, organizations 1b Sub-total 23.000- 0. U- Total from continuation sheets to Part VII, Section Totalladdlines1band1c} 23.000- 0? U- 2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 0 Yes No 3 Did the organization list any former officer, director, or trustee, key employee, or highest compensated employee on line 1a? lf Yes, complete Schedule for such individual 3 4 For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule for such individual 4 5 Did any person listed on line ?la receive or accrue compensation from any unrelated organization or individual for services rendered to the oroanizationwlr "Yes."compiete Schedulleorsuch person 5 Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization?s tax year. (A) Name and business address Description of services (B) (C) Compensation MAIN STREET MEDIA GROUP P.O. BOX 25093, ALEXANDRIA VA 2 2 3 3 MEDIA SERVICES 12,392,603. ARENA COMIUNICATIONS LLC, 1780 W. SEQUOIA VISTA CIRCLE, SALT LAKE CITY, UT 84104 MEDIA SERVICES 2,310,512. TARGETED VICTORY 1033 FAIRFAX STREET, STE 400, ALEXANDRIA, VA 22314 MEDIA SERVICES 1,206,289. DMM MEDIA 191 . FORT MYER DRIVE, STE 400, ARLINGTON, VA 22209 MEDIA SERVICES 385,076. GOP DATA TRUST LLC P.O. BOX 12365, ARLINGTON, VA 22219 LIST RENTAL 250,000. 2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization h- 8 Form 990 (2014) 432008 11-07-14 8 13561112 796448 09260 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260?1 Form 990 Part Statement of Revenue Check if Schedule 0 contains a response or note to any line in this Part KENTUCKY OPPORTUNITY COALITION, INC . 26?3722621 Page 9 (Al Total revenue Related or exempt function revenue Unrelated business revenue {Pi Ravenu excluded lrorn lax under SECTIONS 51? - 514 Federated campaigns Membership dues Related organizations All other contributions, gifts, grants, and Contributions, Gifts, Grants and Other Similar Amounts :ru: Total. Add lines 13-11 . .. Fundraising events Government grants (contributions) similar amounts not included above Noncash contributions included in lines 1a-1f15,232,500. . 15,232,500. Business Code Program Service Revenue In o. u- a: Total. Add lines 2a-2t All other program service revenue I other similar amounts) Royalties 3 Investment income (including dividendsI interest, and 4 Income from investment of tax-exempt bond proceeds I I ?(ii Real Personal Gross rents Less: rental expenses I. Rental income or (loss) Net rental income or (loss) Gross amount from sales of Securities will Other assets other than inventory Less: cost or other basis and sales expenses Gain or (loss) Net gain or(loss) . including Part IV, line 18 Other Revenue Part IV, line 19 Less: direct expenses 10a 0 0 Net income or (loss) from gaming activities Gross sales of inventory, less returns and allowances Less: cost of goods sold Net income or ?oss} from sales of inventors:r Gross income from fundraising events (not of contributions reported on line 1c). See 0 Net income or (loss) from fundraising events Gross income from gaming activities. See hr Miscellaneous Revenue Business Coder 11 All other revenue 12 Total revenue. See instructions. 15,232,500. 0. 13561112 796448 09260 9 Form 990 (2014) 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260?1 Form 9909014] KENTUCKY OPPORTUNITY COALITION, INC . 26- 37 22621 P319910 Part Statement of Functional Expenses Section 501(c)(3) and 501(c)(4) must complete all columns. All other organizations must compIeIe column Check if Schedule 0 contains a response or note to any line in this Part "or mom? amounts reported 0" ""93 6b! Total expenses Program service Management and Fundraising 7b, 8b, 9b, and 10b of Part expenses general expenses expenses 1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line Grants and other assistance to domestic individuals. See Part IV, line 22 3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 4 Benefits paid to orformembers 5 Compensation of current officers, directors, trustees, and key employees 6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) 7 Other salaries and wages I 8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) 9 Other employee benefits 10 Payroll taxes .. 11 Fees for services (non-employees): Management .. 184,506. 94,280. 90,226. Accounting 30.298- 30.298- Lobbying Professional fundraising services. See Part IV, line Investment management fees Other. (If line 119 amount exceeds 10% of line 25, column (A) amount, list line 119 expenses Advertising and promotion 13 Office expenses Information technology 15 Royalties 16 Occupancy 17 Travel 19,477. 1,413. 4,073. 13,991. 18 Payments of travel or entertainment expenses for any federal, state, or local public officials 19 Conferences, conventions, and meetings Interest 21 Payments to affiliates 22 Depreciation, depletion, and amortization 23 Insurance 10,257. 10,257. 24 Other expenses. Itemize expenses not covered above. (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24a expenses on Schedule 0.) GRASSROOTS ISSUE ADVOCA 8,836,537. 8,836,537. a POLITICAL DIRECT 7,495,234. 7,495,234. SURVEY Sc FILE MAINTENAN 304,375. 304,375. DONOR MAINTENANCE 38,897. 2,312. 36,585. Allotherexpenses 4,509. 3,676. 25 18,674,474. 10,818,131. 7,686,139. 170,204. 26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if lollowrng SOP 982031136 958-?20) 432010 11-07-14 Form 990 (2014) 1 0 13561112 796448 09260 2014 . 05000 KENTUCKY OPPORTUNITY COALIT KENTUCKY OPPORTUNITY COALITION, INC. 26?3722621 me11 Part I BaIance Sheet Check ifScheduleOcontainsaresponseor noteto any line in this PartX .. M) (m Beginning of year End of year 1 Cash-non-interest-bearing 4 716 . 597- 1 1352.223- 2 Savings and temporary cash investments 2 3 Pledges and grants receivable, net 3 4- Accountsrecdvabb,net 4 5 Loans and other receivables from current and former officers. directors, trustees, key employees, and highest compensated employees. Complete .. 5 6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instr). Complete Part II of 6 a 7 Notes and loans receivable, net 7 d: 8 Inventories for sale or use 8 9 Prepaid expenses and deferred charges 9 10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule 10a Less: accumulated depreciation 10b 10c 11 Investments - publicly traded securities 11 12 Investments - other securities. See Part IV, line 11 12 13 Investments - program-related. See Part IV, line 11 13 14 Intangible assets 14 15 Other assets. See Part IV, line 11 15 15 Total assets. Add Iines1 through?15 [must equal line 341 . Accounts payableand accrued expenses 23 I 694 17 11:294- 18 Granhspayabb 18 19 Deferred revenue 19 20 Tax-exempt bond liabilities 20 21 Escrow or custodial account liability. Complete Part IV of Schedule 21 2 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons. Complete Part II of Schedule 22 'l 23 Secured mortgages and notes payable to unrelated third parties 23 24 Unsecured notes and loans payable to unrelated third parties 24 25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part of Schedule 25 25 23,694- 26 11.294. Organizations that follow SFAS 117 (A30 958), check here Di] and 3 complete lines 27 through 29, and lines 33 and 34. 27 Unrestricted netassets 4. 592,903 - 27 1. 250,929- 28 Temporarily restricted net assets 28 'g 29 Permanently restricted net assets 29 LE Organizations that do not follow SFAS 117 (A80 958), check here and complete lines 30 through 34. 30 Capital stock or trust principal, or current funds 30 31 Paid?in or capital surplus, or land, building, or equipment fund 31 32 Retained earnings, endowment, accumulated income, or other funds 32 33 Total netassets orfund balances 4 ,692, 903. 33 250 929 . 34 4,715,597. 34 112521223- Form 990 (2014) 432011 11-07-14 13561112 796448 09260 11 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260__l Form ago {2014] KENTUCKY OPPORTUNITY COALITION, INC. 26? 372262 1 Page 12 I Part XI Reconciliation of Net Assets Check if ScheduleO contains aresponse or note to any line in this Part XI . .. 1 Total revenue (must equal Part column (A), line 12Total expenses (must equal Part IX, column (A), line 254711 - 3 Revenue less expenses. Subtract line 2 from line Net assets or fund balances at beginning of year (must equal Part X, line 33, column Net unrealized gains (losses) on investments 5 6 Donated services and use of facilities 6 7 Investment expenses 7 8 Prior period adjustments .. 8 9 Other changes in net assets or fund balances (explain in Schedule 0) 9 - 10 Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column 10 250 929 - Part Financial Statements and Reporting Check ifScheduleOcontainsare5ponse or note to any line in this Part XII .. .. .. . .. .. Yes No 1 Accounting method used to prepare the Form 990: El Cash Accrual Cl Other If the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule 0. 2a Were the organization?s financial statements compiled or reviewed by an independent accountant? 2a If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both: Separate basis Consolidated basis I: Both consolidated and separate basis Were the organization?s financial statements audited by an independent accountant? 2b If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both: Separate basis Consolidated basis Both consolidated and separate basis If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? I, 2c If the organization changed either its oversight process or selection process during the tax year, explain in Schedule 0. 3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB CircularA-ISS? .. .. 3a If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit oraudits. explain why in Schedule 0 and describ?w steps taken to undergo such audits 3b Form 990 (2014) 432012 11-07-14 12 13561112 796448 09260 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260__1 Schedule (Form 990, 990-EZ, or 990-PF) Department of the Treasury Internal Revenue Service PUBLIC DISCLOSURE COPY Schedule of Contributors OMB No. 1545-0047 Attach to Form 990, Form 990-EZ, or Form 990-PF. Information about Schedule (Form 990, 990-EZ, or 990-PF) and its instructions is at . 2014 Name of the organization Employer identification number KENTUCKY OPPORTUNITY COALITION, INC. 26-3722621 Organization type (check one): Filers of: Section: Form 990 or 990-EZ 501(c)( 4 (enter number) organization 4947(a)(1) nonexempt charitable trust not treated as a private foundation 527 political organization Form 990-PF 501(c)(3) exempt private foundation 4947(a)(1) nonexempt charitable trust treated as a private foundation DEEDS 501(c)(3) taxable private foundation Check if your organization is covered by the General Rule or a Special Rule. Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions. General Rule For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or property) from any one contributor. Complete Parts and II. See instructions for determining a contributor's total contributions. Special Rules For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33 1/3% support test of the regulations under sections 509(a)(1) and that checked Schedule A (Form 990 or QQO-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on Form 990, Part line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II. For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year. total COHtribUtionS 01? more than $1.000 for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and For an organization described in section 501(c)(7), (8), or (1 O) filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusiver religious, charitable, etc., contributions totaling $5,000 or more during the year Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule (Form 990, or 990-PF), but it must answer "No" on Part IV, line 2, of its Form 990; or check the box on line of its Form 990-EZ or on its Form QQO-PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule (Form 990, 990-EZ, or 990-PF). LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990-EZ, or 990-PF. Schadule (Form 990, 990-EZ, or 990-PF) (2014) 423451 11-05-14 DO NOT DISCLOSE THIS DOCUMENT Public disclosure of the names and addresses of contributors presented on the attached IRS Form 990 Schedule is prohibited by federal law under 26 U.S.C. 6103-6104. Any person responsible for such illegal disclosure is subject to prosecution under 26 U.S.C. 7213. Schedule (Form 990. QED-E2. or QED-PF) (2014} Name oi organization KENTUCKY OPPORTUNITY COALITION, INC. Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. Page 2 Employer identification number 26?3722621 (a No. (M Name, address, and ZIP 4 (m Total contributions to Type of contribution 1 50,000. Person Payroll Noncash (Complete Part II for noncash contributions.) No. lb) Name, address, and ZIP 4 Total contributions Type of contribution 1,000,000. Person Payroll Noncash (Complete Part II for noncash contributions.) (a No. (M Name, address, and ZIP 4 Total contributions (dl Type of contribution 25,000. Person Payroll Noncash (Complete Part II for noncash contributions.) No. (bl Name, address, and ZIP 4 (C) Total contributions Type of contribution 25,000. Person Payroll I: Noncash (Complete Part II for noncash contributions.) (a No. (bl Name, address, and ZIP 4 Total contributions Type of contribution 20,000. Person Payroll Noncash (Complete Part II for noncash contributions.) (a No. Name, address. and ZIP 4 (Q Total contributions Type of contribution 25,000. Person Payroll Noncash (Complete Part II for noncash contributions.) 423452 11-05-14 13561112 796448 09260 Schedule 3 (Form 990. BEE-E2, or WEI-PF) (2014) 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260?1 DO NOT DISCLOSE THIS DOCUMENT Public disclosure of the names and addresses of contributors presented on the attached IRS Form 990 Schedule is prohibited by federal law under 26 U.S.C. 6103-6104. Any person responsible for such illegal disclosure is subject to prosecution under 26 U.S.C. 7213. Schedule [Form 990'. 0r 990-PF) (2014) Name of organization KENTUCKY OPPORTUNITY COALITION, INC. Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. Page 2 Employer identification number 26?3722621 (al No. (bl Name, address, and ZIP 4 (Cl Total contributions Type of contribution 7 500,000. Person Payroll Noncash (Complete Part II for noncash contributions.) No. (bl Name, address, and ZIP 4 (C) Total contributions Type of contribution 12,500. Person IE Payroll l:l Noncash l:l (Complete Part II for noncash contributions.) No. (bl Name, address, and ZIP 4 (Q Total contributions Type of contribution 25,000. Person '31 Payroll Cl Noncash [3 (Complete Part II for noncash contributions.) No. lb) Name, address, and ZIP 4 Total contributions (dl Type of contribution 10 25,000. Person IE Payroll CI Noncash (Complete Part II for noncash contributions.) (3) No. (bl Name, address, and ZIP 4 Total contributions Type of contribution 11 24,500. Person Payroll Noncash (Complete Part II for noncash contributions.) No. (bl Name, address, and ZIP 4 (cl Total contributions Type of contribution 12 25.000. Person Payroll l_l Noncash El (Complete Part II for noncash contributions.) 423452 11-05-14 13561112 796448 09260 Schedule a [Form lleo, QED-E2, or gall-PF) [2014) 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260__1 DO NOT DISCLOSE THIS DOCUMENT Public disclosure of the names and addresses of contributors presented on the attached IRS Form 990 Schedule is prohibited by federal law under 26 U.S.C. 6103-6104. Any person responsible for such illegal disclosure is subject to prosecution under 26 U.S.C. 7213. Schedule (Farm 990. QQD-EZ, or QQOPF) (2014) Name of organization KENTUCKY OPPORTUNITY COALITION, INC . Part ,3 Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. Page 2 Employer identification number 26?3722621 No. Name, address' and ZIP 4 Total contributions Type of contribution 13 25,000. Person Payroll 1:1 Noncash (Complete Part II for noncash contributions.) (a No. (ID) Name, address. and ZIP 4 Total contributions Type of contribution 14 100,000. Person Payroll Noncash (Complete Part II for noncash contributions.) (a No. Name, address, and ZIP 4 Total contributions Type of contribution 15 50,000. Person El Payroll :1 Noncash (3 (Complete Part II for noncash contributions.) to No. Name, address, and ZIP 4 (C) Total contributions Type of contribution 16 50,000. Person Payroll Noncash I: (Complete Part II for noncash contributions.) (a No. ID) Name, address, and ZIP 4 (C) Total contributions Type of contribution 17 50,000. Person Payroll Noncash (Complete Part II for noncash contributions.) No. Name, address, and ZIP 4 Total contributions Type of contribution 18 500,000. Person Payroll Noncash (Complete Part II for noncash contributions.) 423452 11-05-14 13561112 796448 09260 Schedule (Form 990. 990-52, or (20115) 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260_?1 DO NOT DISCLOSE THIS DOCUMENT Public disclosure of the names and addresses of contributors presented on the attached IRS Form 990 Schedule is prohibited by federal law under 26 6103-6104. Any person responsible for such illegal disclosure is subject to prosecution under 26 U.S.C. 7213. Schedule [Form 990, or QED-PF) {2014) Name at organization KENTUCKY OPPORTUNITY COALITION, INC . Page 2 Employer identification number 26?3722621 If; Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (bl Name, address, and ZIP 4 (C) Total contributions Type of contribution Person Payroll 200,000. Noncash (Complete Part II for noncash contributions.) No. Name, address, and ZIP 4 (0) Total contributions Type of contribution 20 Person IE Payroll 10 000. Noncash (Complete Part II for noncash contributions.) No. Name, address, and ZIP 4 (0) Total contributions Type of contribution 21 Person Payroll :1 500,000. Noncash (Complete Part II for noncash contributions.) No. Name, address, and ZIP 4 Total contributions Type of contribution 22 Person Payroll 25, 000 . Noncash (Complete Part II for noncash contributions.) No. (bl Name, address, and ZIP 4 (cl Total contributions Type of contribution 23 Person Payroll 250,000. Noncash (Complete Part II for noncash contributions.) No. Name, address, and ZIP 4 (cl Total contributions Type of contribution 24 Person E4 Payroll 25, 000 . Noncash (Complete Part II for noncash contributions.) 423452 11-05-14 13561112 796448 09260 Schedule a {Form 190, or [2014) 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260__1 DO NOT DISCLOSE THIS DOCUMENT Public disclosure of the names and addresses of contributors presented on the attached IRS Form 990 Schedule is prohibited by federal law under 26 6103?6104. Any person responsible for such illegal disclosure is subject to prosecution under 26 U.S.C. 7213. Schedule (Form 990. QED-E2. or GEOFF) (2014) Name of organization KENTUCKY OPPORTUNITY COALITION, INC. I 1 Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. Page 2 Employer identification number 26?3722621 (a No. Name, address, and ZIP 4 Total contributions Type of contribution 25 3,375,000. Person Payroll Noncash (Complete Part II for noncash contributions.) (a No. Name, address, and ZIP 4 (Q Total contributions Type of contribution 26 25,000. Person Payroll Noncash El (Complete Part II for noncash contributions.) (a ID) Name, address, and ZIP 4 (Q Total contributions Type of contribution 2'7 390,000. Person IE Payroll l: Noncash [3 (Complete Part II for noncash contributions.) No. ID) Name, address, and ZIP 4 (Q Total contributions Type of contribution 28 50,000. Person Payroll Noncash :l (Complete Part II for noncash contributions.) (a No. lb) Name, address, and ZIP 4 (Q Total contributions Type of contribution 29 5,000. Person IE Payroll Noncash 1: (Complete Part II for noncash contributions.) (a No. (bl Name, address, and ZIP 4 Total contributions Type of contribution 30 50,000. Person Payroll Noncash (Complete Part II for noncash contributions.) 423452 11-05-14 13561112 796448 09260 Schedule {Form 990, gun-E2. or (201-1) 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260__1 DO NOT DISCLOSE THIS DOCUMENT Public disclosure of the names and addresses of contributors presented on the attached IRS Form 990 Schedule is prohibited by federal law under 26 U.S.C. 6103-6104. Any person responsible for such illegal disclosure is subject to prosecution under 26 U.S.C. 7213. Schedule {Form 990. 990-EZ, or BSD-PF) (2014) Name oforganization KENTUCKY OPPORTUNITY COALITION, INC. Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. Page 2 Employer identification number 26?3722621 (a No. (M Name, address, and ZIP 4 (Q Total contributions to Type of contribution 31 5,000. Person Payroll Noncash El (Complete Part II for noncash contributions.) (a No. w) Name, address, and ZIP 4 Id Total contributions (m Type of contribution 32 100,000. Person Payroll I: Noncash I__l (Complete Part II for noncash contributions.) E) No. (M Name, address, and ZIP 4 (o Total contributions Type of contribution 33 50,000. Person Payroll Noncash I: (Complete Part II for noncash contributions.) No. (M NameI address, and ZIP 4 (Q Total contributions (m Type of contribution 34 5,000. Person Payroll Noncash (Complete Part II for noncash contributions.) (a No. (M Name, address, and ZIP 4 Id Total contributions N) Type of contribution 35 10,000. Person Payroll Noncash I: (Complete Part II for noncash contributions.) (a No. m) Name, address, and ZIP 4 (Q Total contributions Type of contribution 36 50,000. Person Payroll l_J Noncash (Complete Part II for noncash contributions.) 423452 1 1-05?14 13561112 796448 09260 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260__l DO NOT DISCLOSE THIS DOCUMENT Public disclosure of the names and addresses of contributors presented on the attached IRS Form 990 Schedule is prohibited by federal law under 26 U.S.C. 6103-6104. Any person responsible for such illegal disclosure is subject to prosecution under 26 U.S.C. 7213. Schedule (Form 990, 990-EZ, or 990-PF) (2014) Name of organization KENTUCKY OPPORTUNITY COALITION.- INC. Part I 0 Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. Page 2 Employer identification number 26?3722621 la) No. lb) Name, address, and ZIP 4 (C) Total contributions Type of contribution 37 5,000. Person Payroll Noncash I:l (Complete Part II for noncash contributions.) No. Name, address, and ZIP 4 Total contributions Type of contribution 38 100,000. Person Payroll L: Noncash [1 (Complete Part II for noncash contributions.) No. (bl Name, address, and ZIP 4 Total contributions Type of contribution 39 500,000. Person Payroll Noncash (Complete Part II for noncash contributions.) No. (bl Name, address, and ZIP 4 (C) Total contributions Type of contribution 40 50,000. Person Payroll Noncash (Complete Part II for noncash contributions.) (3) No. lb) Name, address, and ZIP 4 (C) Total contributions Type of contribution 41 125,000. Person Payroll Cl Noncash (Complete Part II for noncash contributions.) la) No. Name, address, and ZIP 4 (C) Total contributions Type of contribution 42 20,000. Person Payroll Noncash (Complete Part II for noncash contributions.) 423452 11?05?14 13561112 796448 09260 Schedule a (Form 990, BED-E2, 0r ago-er} [2014} 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260?1 DO NOT DISCLOSE THIS DOCUMENT Public disclosure of the names and addresses of contributors presented on the attached IRS Form 990 Schedule is prohibited by federal law under 26 U.S.C. 6103-6104. Any person responsible for such illegal disclosure is subject to prosecution under 26 U.S.C. 7213. Schedule (Form 990, QQO-EZ, or ego-PF] {2014} Name Of organization KENTUCKY OPPORTUNITY COALITION, INC. Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. Page 2 Employer identification number 26?3722621 No. Name, address, and ZIP 4 (Q Total contributions id) Type of contribution 43 20,000. Person Payroll Noncash [3 (Complete Part II for noncash contributions.) No. Name, address, and ZIP 4 (C) Total contributions Id) Type of contribution 44 25,000. Person Payroll Noncash I: (Complete Part II for noncash contributions.) No. 03) Name, address, and ZIP 4 (C) Total contributions Type of contribution 45 100,000. Person Payroll Noncash [3 (Complete Part II for noncash contributions.) No. it!) Name, address, and ZIP 4 Total contributions Type of contribution 46 125,000. Person Payroll [j Noncash [3 (Complete Part II for noncash contributions.) No. Name, address, and ZIP 4 Total contributions Type of contribution 4'7 50,000. Person Payroll Noncash (Complete Part II for noncash contributions.) (al No. Name, address, and ZIP 4 (C) Total contributions Type of contribution 48 50,000. 423452 11-05?14 13561112 796448 09260 Schedule 3 (Form 990, QED-E2, or (2014) Person Payroll Noncash (Complete Part II for noncash contributions.) 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260_1 DO NOT DISCLOSE THIS DOCUMENT Public disclosure of the names and addresses of contributors presented on the attached IRS Form 990 Schedule is prohibited by federal law under 26 U.S.C. 6103-6104. Any person responsible for such illegal disclosure is subject to prosecution under 26 U.S.C. 7213. Schedule (Farm 990. 999122. or (2cm) Name at organization KENTUCKY OPPORTUNITY COALITION, INC. Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. Page 2 Employer identification number 26?3722621 No. (bl Name, address, and ZIP 4 (C) Total contributions Type of contribution 49 5.000. Person Pawn" Noncash (Complete Part II for noncash contributions.) No. (bl Name, address, and ZIP 4 (C) Total contributions Type of contribution 50 50,000. Person 55:! Payroll Noncash (Complete Part II for noncash contributions.) No. Name, address, and ZIP 4 (C) Total contributions Type of centribution 51 10,000. Person Di] Payroll Noncash (Complete Part II for noncash contributions.) (al No. Name. address, and ZIP 4 (C) Total contributions Type of contribution 52 50,000. Person Payroll Noncash (Complete Part II for noncash contributions.) No. Name, address, and ZIP 4 (C) Total contributions Type of contribution 53 500,000. Person Payroll Noncash (Complete Part II for noncash contributions.) No. (bl Name, address, and ZIP 4 (C) Total contributions (dl Type of contribution 54 100,000. Person Payroll Noncash (Complete Part II for noncash contributions.) 423452 11-05-14 13561112 796448 09260 Schedule 8 [Form JBIJ. BSD-E2, or 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260?1 DO NOT DISCLOSE THIS DOCUMENT Public disclosure of the names and addresses of contributors presented on the attached IRS Form 990 Schedule is prohibited by federal law under 26 U.S.C. 6103-6104. Any person responsible for such illegal disclosure is subject to prosecution under 26 U.S.C. 7213. Schedule (Form 990, QED-E2. or (2014) Name of organization KENTUCKY OPPORTUNITY COALITION, INC . Part I 1 Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. Page 2 Employer identification number 26?3722621 la) No. Name, address, and ZIP 4 (C) Total contributions Type of contribution 55 25,000. Person Payroll Noncash (Complete Part II for noncash contributions.) (a No. Name, address, and ZIP 4 (C) Total contributions Type of contribution 56 5,000. Person Payroll I: No ncash (Complete Part II for noncash contributions.) (a No. (bl Name, address, and ZIP 4 (C) Total contributions Type of contribution 57 10,000. Person LE Payroll Noncash [3 (Complete Part II for noncash contributions.) (a No. Name, addressI and ZIP 4 Total contributions Type of contribution 58 15,000. Person Payroll I: Noncash (Complete Part II for noncash contributions.) la) No. lb) Name, address, and ZIP 4 (C) Total contributions Type of contribution 59 5,000. Person Payroll Noncash (Complete Part II for noncash contributions.) (a No. Name, address, and ZIP 4 (Q Total contributions Type of contribution 60 5,000,000. Person Lil Payroll Noncash (Complete Part II for noncash contributions.) 423452 11-05-14 13561112 796448 09260 23 Schedule 8 (Form 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260?1 DO NOT DISCLOSE THIS DOCUMENT Public disclosure of the names and addresses of contributors presented on the attached IRS Form 990 Schedule is prohibited by federal law under 26 U.S.C. 6103-6104. Any person responsible for such illegal disclosure is subject to prosecution under 26 U.S.C. 7213. Schedule (Form 9'30. QQO-EZ. or (2014) Name of organization KENTUCKY OPPORTUNITY COALITION INC . Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. Page 2 Employer identification number 26?3722621 (a No. (bl Name, address, and ZIP 4 (C) Total contributions idl Type of contribution 61 50,000. Person Payroll Noncash (Complete Part II for noncash contributions.) (a No. (bl Name, address, and ZIP 4 Total contributions Type of contribution 62 25,000. Person Payroll i:i Noncash (Complete Part II for noncash contributions.) (a No. (bi NameI address, and ZIP 4 (C) Total contributions Type of contribution 63 200,000. Person Payroll i:i Noncash (Complete Part II for noncash contributions.) (a No. lb) Name, address, and ZIP 4 Id Total contributions Id) Type of contribution 64 350,000. Person Payroll Ci Noncash (Complete Part II for noncash contributions.) (a No. (ID) Name, address, and ZIP 4 (C) Total contributions Type of contribution Person Ci Payroll Noncash [3 (Complete Part II for noncash contributions.) (a No. lb) Name, address. and ZIP 4 (G Total contributions Type of contribution Person i:i Payroll Noncash (Complete Part II for noncash contributions.) 423452 11-05?14 13561112 796448 09260 24 Schedule [Form n90, 990-52, or 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260?1 Schedule [Form 990. 990.52. or (2014) Name of organization KENTUCKY OPPORTUNITY COALITION, INC. Part II 2 Noncash Property (see instructions). Use duplicate copies of Part if additional space is needed. Page 3 Employer identi?cation number 26?3722621 (at No. FMV (or estimate) from Description of noncash property given (see instructions) Date recarved Part No. FMV (or estimate) from Description of noncash property given (see instructions) Date received Part I No. I I FMV (or estimate) from Description of noncash property glven (see instructions) Date recelved Part . FMV (or estimate) . from Description of noncash property given . . Date received (see Instructlons) Part No' . . FMV (or estimate) from Description of noncash property given . . Date recelved (see Instructions) Part . 0 - FMV (or estimate) from Description of noncash property given (see instructions) Date received Part 423453 1 ?1?05?14 13561112 796448 09260 2014.05000 25 Schedule {Form or (201:1) KENTUCKY OPPORTUNITY COALIT 09260?1 Schedule [Form 990. 990-EZ. or (2014] Name of organization Page 4 Employer identification number KENTUCKY OPPORTUNITY COALITION, INC. 25-3722621 a camera an or Part Exclusive! year any one contributor. Complete columns (a)through and the following line entry. For organizations completing Part enter the total of exclusively religious. charitable. etc . contributions of $1.000 or less for the year (any [his mg once) Use duplicate copies of Part if additional space is needed. No. Purpose of gift Use of gift Description of how gift is held Transfer of gift Transferee?s name, address. and ZIP 4 Relationship of transferor to transferee is} No. Purpose of gift (0) Use of gift Description of how gift is held Transfer of gift Transferee?s name. address, and ZIP 4 Relationship of transferor to transferee {al No. 3331 Purpose of gift Use of gift Description of how gift is held Transfer of gift Transferee?s name. address. and ZIP 4 Relationship of transferor to transferee No. 623].? Purpose of gift Use of gift Description of how gift is held Transfer of gift Transferee's name. address. and ZIP 4 Relationship of transferor to transferee 423454 11-05-14 Schedule (Form 990. 990-EZ. or 990-PF) (2014) 26 13561112 796448 09260 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260?1 SCHEDULE 0 Political Campaign and Lobbying Activities "4510?" 990 990-EZ arm or For Organizations Exempt From Income Tax Under section 501(c) and section 527 Complete if the organization is described below. Attach to Form 990 or Form 990-EZ. Department of the Treasury Open to Public (mama, Revenue Service Information about Schedule 0 (Form 990 or 990-EZ) and its instructions is at Inspection If the organization answered "Yes," to Form 990, Part IV, line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then 0 Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part 0 Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and below. Do not complete Part l-B. 0 Section 527 organizations: Complete Part l-A only. If the organization answered "Yes," to Form 990, Part IV, line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then 0 Section 501(c)(3) organizations that have filed Form 5768 (election under section 501 Complete Part ll-A. Do not complete Part 0 Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A. If the organization answered "Yes," to Form 990, Part IV, line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then Section 501(c)(4). (5). or (?torqanizations; Complete Part Name of organization Employer identification number KENTUCKY OPPORTUNITY COALITION, INC . 26?3722621 ]Part Complete if the organization is exempt under section 501(c) or is a section 527 organization. 1 Provide a description of the organization's direct and indirect political campaign activities in Part IV. 2 Political expenditures Volunteer hours 0 (Part l?B] Complete if the organization is exempt under section 501(c)(3). 1 Enter the amount of any excise tax incurred by the organization under section 4955 2 Enter the amount of any excise tax incurred by organization managers under section 4955 3 If the organization incurred a section 4955 tax, did it file Form 4720 for this yearcorrection made? .. Yes No If 'Yes," describe in Part IV. Part l?C] Complete if the organization is exempt under section 501(c), except section 501(c)(3). 1 Enter the amount directly expended by the filing organization for section 527 exempt function activities Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt funCtion aCtiVities . .. 3 Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form Iineirb 7?532,510- 4 Did the filing organization file Form 1120-POL for this year? i_i Yes No 5 Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing organization made payments. For each organization listed, enter the amount paid from the filing organization?s funds. Also enter the amount of political contributions received that were and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV. Name Address EIN Amount paid from Amount of political filing organization?s contributions received and funds. If none, enter -0-. and directly delivered to a separate political organization. If none, enter -O-. For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule (Form 990 or 990-EZ) 2014 LHA 432041 10-21-14 2 7 13561112 796448 09260 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260?1 ScheduleC Form 990 or QQO-EZ 2014 KENTUCKY OPPORTUNITY COALITION, omp ete i organization is exempt un er section 5 Bill.? section 501(h)). A Check Ll if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member?s name, address, EIN, expenses, and share of excess lobbying expenditures). Check if the filing organization checked box A and "limited control" provisions apply. INC. 26?3722621 Pae2 ection un er . . . . Filing Affiliated group Limits on Lobbying Expenditures organiza?on.5 totals (The term "expenditures" means amounts paid or incurred.) toms Total lobbying expenditures to influence public opinion (grass roots lobbying) Total lobbying expenditures to influence a legislative body (direct lobbying) Total lobbying expenditures (add lines 1a and 1b) Other exempt purpose expenditures . . . Total exempt purpose expenditures (add lines 10 and 1d) Lobbying nomaxable amount. Enter the amount from the following table in both columns. If the amount on line 1e, column or is: The lobbying nontaxable amount is: Not over $500,000 20% of the amount on line 1e. Over $500,000 but not over $1,000,000 $100,000 plus 15% of the excess over $500,000. Over $1,000,000 but not over $1,500,000 $175,000 plus 10% of the excess over $1,000,000 Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000. Over $17,000,000 $1 ?00,000. Grassroots nontaxable amount (enter 25% of line 1f) Subtract line 19 from line 1a. If zero or less, enter -0- Subtract line 1ffrom line 10. If zero or less, enter -0- If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 . :lYes 4-Year Averaging Period Under section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.) Lobbying Expenditures During 4-Year Averaging Period (or in) 2011 2012 2013 2014 Total 2a Lobbying nontaxable amount Lobbying ceiling amount (150% of line 2a, columnten Total lobbying expenditures Grassroots nontaxable amount Grassroots ceiling amount (150% of line 2d, column lei) Grassroots lobbying expenditures Schedule (Form 990 or 990-EZ) 2014 432042 10-21-14 28 13561112 796448 09260 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260__1 Schedule 0 (Form 990 or 990.Ez) 2014 KENTUCKY OPPORTUNITY COALITION INC . Page 3 lPart Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)). For each "Yes," response to lines 1a through 1i below, provide in Part il/a detailed description (bi of the lobbying activity. Yes No Amount 1 During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of: Paid staff or management (include compensation in expenses reported on lines 10 through 1i)? Media advertisements? Mailings to members, legislators, orthe public? Publications, or published or broadcast statements? Grants to Other organizations for IObbying ., Direct contact with legislators, their staffs, government officials, or a legislative body? Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? i Other activities? TotalAdd lines 10 through 1i 2a Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? If "Yes," enter the amount of any tax incurred under section 4912 If "Yes," enter the amount of any tax incurred by organization managers under section 4912 If the filing organization incurred a section 4912 tax. did it file Form 61720 for this year? .. . . . Part Ill-A Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6). Yes No 1 Were substantially all (90% ormore)duesreceived nondeductible by 1 2 Did the organization make only in-house lobbying expenditures of $2,000 orless? I, 2 3 Did the organization agree to carry over lobbying and political expenditures from the prior year? 3 Part Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either BOTH Part Ill-A, lines 1 and 2, are answered OR Part Ill-A, line 3, is answered "Yes." 1 Dues, assessments and similar members 1 2 Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid). Carryoverfrom last year .. .. .. 2b 3 Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(8) clues 3 4 If notices were sent and the amount on line 20 exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? 4 5 Taxable amount of lobbying and political expenditures (see instructions) 5 [Part IV I Supplemental Information Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-O, line 5; Part ll-A (affiliated group list); Part lines 1 and 2 (see instructions); and Part ll-B, line 1. Also, complete this part for any additional information. PART LINE 1: POLITICAL MEDIA PLACEMENT AND PRODUCTION, ONLINE ADVERTISING, MAIL, LEGAL MANAGEMENT SUPPORT. Schedule (Form 990 or 990-EZ) 2014 sea 29 13561112 796448 09260 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260?1 OMB No 1545?0047 SCHEDULE Supplemental Financial Statements (Form 990) Complete if the organization answered "Yes" to Form 990, 2 0 Part IV, line 6, 7, b" Department of the Treasury Attach to Form 990. pen to Internal Revenue Service Information about Schedule {Form 990] and Its instructions is at mug-"mean Inspection Name of the organization Employer identification number 26?3722621 KENTUCKY OPPORTUNITY COALITION, INC. Part I Organizations Maintaining Donor Advised Funds or Other Similar Funds or AccountsCompiele if the Organization answered "Yes" to Form 990, Part IV. line 6. Donor advised funds Funds and other accounts 1 Total numberat end ofyear 2 Aggregate value of contributions to (during year) 3 Aggregate value of grants from (during year) 4 Aggregate Value at mid 0f Year .. 5 Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization's property, subject to the organization's exclusive legal control? I: Yes No 6 Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefitPart I Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV. line 7. 1 Purpose(s) of conservation easements held by the organization (check all that apply). Preservation of land for public use (9.9., recreation or education) Preservation of a historically important land area :1 Protection of natural habitat Preservation of a certified historic structure Preservation of open space 2 Complete lines 23 through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year. Held at the End of the TaxYear a TOtal number 0f easements . .. 2a Total acreage restricted by conservation easements . . 2b Number of conservation easements on a certified historic structure included in I I 2c Number of conservation easements included in acquired after 8/17/06, and not on a historic structure listed in the National Register .. 2d 3 Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year 4 Number of states where property subject to conservation easement is located 5 Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement ofthe conservation easements it holds? Yes CI No 6 Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year 7 Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year 8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section and section . .. . Yes No 9 In Part describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, if applicable, the text of the footnote to the organization?s financial statements that describes the organization's accounting for conservation easements. [Part Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the organization answered "Yes" to Form 990, Part IV, line 8. 1a If the organization elected, as permitted under SFAS 116 (A80 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part the text of the footnote to its financial statements that describes these items. If the organization elected, as permitted under SFAS 116 (A80 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items: (ii Revenue included in Form 990. Part llnet .. Iiil Assets included in Form 990, PartX 2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under SFAS 116 (A80 958) relating to these items: a Revenue included in Form 990. Part line 1 .. Assets included in Form 990, Part For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule (Form 990) 2014 10?01-14 13561112 796448 09260 30 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260__l Schedme [Form 990} 2014 KENTUCKY OPPORTUNITY COALITI Page 2 IPaft I Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assetsrcontinuedi 3 Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply): a Public exhibition Loan or exchange programs CI Scholarly research a Other Preservation for future generations 4 Provide a description of the organization's collections and explain how they further the organization?s exempt purpose in Part 5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets to be sold to raise funds rather than to be maintained as Earl of the organization's collection? . Yes No I Part IV I Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21. 1a Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Formosa. PanX? No If "Yes," explain the arrangement In Part and complete the following table: Amount Beginning balance .. Additions during the year .. Distributions during the year .. Ending balance .1 2a Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? No if "Ye explain the arrangement in Part Check here if the explanation has been provided in Part . .. . .. . I Part Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10. Current year Prior year (0) Two years back Three years back Is) Four years back 1a Beginning of year balance Contributions Net investment earnings, gains, and losses Grants or scholarships Other expenditures for facilities and programs .. Administrative expenses 9 End of year balance .. 2 Provide the estimated percentage of the current year and balance (line ig, column held as: a Board designated or quasi-endowment Permanent endowment Temporarily restricted endowment The percentages in lines 2a, 2b, and 20 should equal 100%. 33 Are there endowment funds not in the possession of the organization that are held and administered for the organization by: unrelated organizations . . . (ii) "3'3th Organizations . . .. . . If "Yes" to 3a(ii), are the related organizations listed as required on Schedule I 4 Degcribe in Part the intended g_s_es of the orotLization's endowment funds. I Part VI Land, Buildings, and Equipment. Complete if the organization answered "Yes" to Form 990, Part IV, line 11a. See Form 990. Part X, line 10. Description of property Cost or other Cost or other Accumulated (cl) Book value basis (investment) basis (other) depreciation -n 18 Land .. Buildings . Leasehold improvements Equipment .. Other . Total. Add lines 1athrough 19100an [09 must equal Farm 9.90, PartX, column line 105?}. .. .. . . .. 0 Schedule (Form 990) 2014 432052 10?01?14 31 13561112 796448 09260 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260#1 Schedule (Form 990) 2014 KENTUCKY OPPORTUNITY COALITION INC . Page 3 Part Investments - Other Securities. if the answered "Yes" to Form 990. Part IV. line 11b. See Form 990 Part line 12. 0F CRIBBDW (including name of security) BOOK value Method Of valuation: or end-of-year market value lal (1) Financial derivatives (2) Closely-held equity interests (3) Other must ual Form Part col. line 12. Investments - Program Related. Com if the ization answered "Yes" to Form 990 Part IV line 110. See Form 990. Part line 13. Description of investment Book value Method of valuation: Cost or end-of-year market value Total. Col- Part VII Total. I. must al Form Part col. El line 13. ts. if the answered "Yes" to Form 990 Part IV, line 11d. See Form 990. Part X. line 15. Description lb) Book value must Form 990 Part col. line 1 es. Complete if the organization answered "Yes" to Form 990. Part IV line 11e or 111. See Form 990, Part X. line 25. Description of liability Book value Federal income taxes Total. ofumn must Form 990, Part X, col. (8) line 25. 2. Liability for uncertain tax positions. In Part provide the text of the footnote to the organization?s financial statements that reports the organization's liabilitv for uncertain tax positions under FIN 48 IASC 740). Check here if the text of the footnote has been provided in Part EL Schedule (Form 990) 2014 432053 10?01-14 32 13561112 796448 09260 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260_1 Schedule (Form 990) 2014 KENTUCKY OPPORTUNITY COALITION INC . Page 4 [Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered "Yes" to Form 990. Part IV, line 12a. 1 Total revenue, gains, and other support peraudited financial statements 1 15 232 50 . 2 Amounts included on line 1 but not on Form 990, Part line 12: a Net unrealized gains (losses) on investments I II I 2a Donated services and use offacilities II I 2b Ofprioryeargrants . . ., . 20 Other (Describe Add lines 2athrough Subtract line 2efrom line 500- 4 Amounts included on Form 990, Part line 12, but not on line 1: a Investment expenses not included on Form 990, Part line 7b II 4a Other (Describe in Part . . 4h 5 Total revenue. Add lines must eduaf Form 990, Part I, line 12Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered "Yes" to Form 990, Part IV, line 12a. 1 Total expenses and losses peraudited financial statements Amounts included on line 1 but not on Form 990, Part IX, line 25: a Donated services and use offacilities I 2a Prioryearadlustments . 2b 0 Other losses .. 26 Other(Describe in PartXIll-I . 2d Add lines 2a through 2d . 2e 0- 3 Subtractlinezefromline1 . Amounts included on Form 990, Part IX. line 25, but not on line a Investment expenses not included on Form 990, Part line Tb II I 4a OtherlDeSGribein Part . . .. . 4b Add lines 4a and 4b 4c 0- Total expenses. Add ines3and (This mustequalForm 990, Parti, line 18Part Supplemental Information. Provide the descriptions required for Part II, lines 3, 5, and 9: Part lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4: Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information. PART X, LINE 2: THE ORGANIZATION HAS ADOPTED FASB ASC 740?10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THAT STANDARD PRESCRIBES A COMPREHENSIVE MODEL FOR HOW AN ORGANIZATION SHOULD MEASURE, RECOGNIZE, PRESENT, AND DISCLOSE IN ITS FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT AN ORGANIZATION HAS TAKEN OR EXPECTS TO TAKE ON A TAX RETURN. 1337:8153 4 Schedule (Form 990) 2014 33 13561112 796448 09260 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260?1 OMB No 1545?0047 SCHEDULE Supplemental Information Regarding Fundraising or Gaming Activities (Form 990 or 990-EZ) Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZI line 6a. Department of the Treasury Attach to Form 990 or Form 990_Ez_ t0 Publlc ternal Revenue Service pact 5 Information about Schedule [Fgrm 990 or QED-E2) and Its instructions is at mum in any-Hr 990 Ins Ion Name of the organization Employer identification number KENTUCKY OPPORTUNITY COALITION, INC. 26?3722621 Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV. line 17. Form 990-EZ filers are not required to complete this part. 1 Indicate whether the organization raised funds through any of the following activities. Check all that apply. a i;i Mail solicitations Solicitation of non-government grants i:i Internet and email solicitations i:i Solicitation of government grants i_i Phone solicitations i:i Special fundraising events (I In-person solicitations 2 a Did the organization have a written or oral agreement with any individual (including officers, directors, trustees or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services? Yes i:i No If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5.000 by the organization. D'd Amount aid - - Name and address of individual .. . . rim raisier (iv) Gross receipts t5) Em retaineg by) (VI) Amount pald or entit (fundraiser) (II) have from activit fundraiser to (or retained by) CO ro listed in col. organizatlon GROSS CONTRIBUTIONS .0. Yes No 30}! 6067, LOUISVILLE, KY 15,232,500. 0. 15_232,500. INTEGRATED CAMPAIGN SOLUTIONS 526 DAROCO AVE, CORAL 0. 100,000. ?100.000, MOSS 8: COMPANY LLC 425 5TH STREET NE, WASHINGTON) DC 0, 15,000. ?15. 000. Total . Ir 15,232,500. 115,000. 15,117,500. 3 List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing. LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule (Form 990 or 2014 SEE PART IV FOR CONT INUATIONS 432051 08-28?14 3 4 13561112 796448 09260 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260H1 Schedule (Form 990 or QQO-EZ) 2014 OPPORTUNITY Page 2 I Part II I Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000. t#1 ent #2 th ven (c)O erevens (d)TotaleventS (add col. through col. 0 (event type) (event type) (total number) 3 ?3 1 Grossreceipts . .. n: 2 Less: Contributions 3 Gross income (line1 minus line 2) 4 Cash prizes 5 Noncash prizes I 8 ac.) 6 Flent/facilitycosts LU 7 Food and beverages 8 Entertainment 9 Other direct expenses 10 Direct expense summary. Add ines4through9 in column 11 Net income summary. Subtract line?lUfrem lineS? column I I Gaming. Complete if the organization answered "Yes" to Form 990, Part IV. line 19. or reported more than $15,000 on Form 990-EZ, line 6a. . Pull tabs/instant . Total gaming (add CD . . . (aIB'ngo bingo/progresswe bingo (CIOthergam'ng col. through col. 9 (1) n: 1 Grass revenue 2 Cash prizes 8 3 NoncaSh Prizes .. LIJ ti 2 4 Rent/facility costs a 5 Otherdirectexpenses Yes Yes Yes 6 Volunteerlabor BNO No I: No 7 8 Net gaming income summary. Subtract line 7 from line 11 column .. 9 Enter the state(s) in which the organization conducts gaming activities: a Is the organization licensed to conduct gaming activities in each of these states? I Yes No If explain: 10a Were any of the organization?s gaming licenses revoked, suspended or terminated during the tax year? Yes No if "Yes," explain: 432082 08?28?14 Schedule (Form 990 or 990-EZ) 2014 35 13561112 796448 09260 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260?l Schedule (Form 990 or ng-Ez) 2014 KENTUCKY OPPORTUNITY COALITION INC . Page 3 11 Does the organization conduct gaming activities with nonmembers? Yes No 12 Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity formed to administer charitable gamingIndicate the percentage of gaming activity conducted in: a The organization's facility .. 13a An outside facility .. 13b 14 Enter the name and address of the person who prepares the organization's gaming/special events books and records: Name Address 15a Does the organization have a contract with a third party from whom the organization receives gaming revenue? I Yes No If "Yes," enter the amount of gaming revenue received by the organization and the amount of gaming revenue retained by the third party If "Yes," enter name and address of the third party: Name Address 16 Gaming manager information: Name Gaming manager compensation Description of services provided Director/officer :1 Employee :1 Independent contractor 17 Mandatory distributions: a Is the organization required under state law to make charitable distributions from the gaming proceeds to retain the state gaming license? .. . Yes N0 Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the organization's own exempt activities during the tax year lPart Supplemental Information. Provide the explanations required by Part I, line 2b, columns and and Part lines 9. 9b, 10b, 15b, 15c, 16. and 17b. as applicable. Also provide any additional information (see instructions). SCHEDULE G, PART I, LINE 2B, LIST OF TEN HIGHEST PAID FUNDRAISERS: (I) NAME OF FUNDRAISER: GROSS CONTRIBUTIONS (I) ADDRESS OF FUNDRAISER: P.O. BOX 6067, LOUISVILLE, KY 40206 (I) NAME OF FUNDRAISER: INTEGRATED CAMPAIGN SOLUTIONS (I) ADDRESS OF FUNDRAISER: 526 DAROCO AVE, CORAL GABLES, FL 33146 (I) NAME OF FUNDRAISER: MOSS COMPANY LLC 432033 08-28-14 Schedule (Form 990 or 990-EZ) 2014 36 13561112 796448 09260 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260?1 KENTUCKY OPPORTUNITY COALITION, INC. 26-3722621 nme4 art Supplemental Information (continued) (I) ADDRESS OF FUNDRAISER: 425 5TH STREET NE, WASHINGTON, DC 20002 SCHEDULE G, PART I, LINE 2B, COLUMN (IV): GROSS CONTRIBUTIONS RECEIVED FROM AND NON-GOVERNMENT GRANT SOLICITATIONS ARE NOT DIRECTLY TIED TO A SPECIFIC PROFESSIONAL FUNDRAISER AND HAVE BEEN REPORTED ON SCHEDULE IN THE TOTAL AMOUNTS RECEIVED BY THE ORGANIZATION. Schedule (Form 990 or 990-EZ) 432084 05?01-14 3'7 13561112 796448 09260 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260__1 OMB No. 1545-0047 2014 Open to Public Information about Schedule I (Form 990) and its instructions is at inspedion Name of the organization Employer identification number KENTUCKY OPPORTUNITY COALITION, INC. 26?3722621 Partl I General Information on Grants and Assistance scneouusr Grants and Other Assistance to Organizations, iF?rm 99?) Governments, and Individuals in the United States Complete if the organization answered "Yes" to Form 990, Part IV, line 21 or 22. Department of the Treasury Attach to Form 990. Internal Revenue Service 1 Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and the selection criteriausedto awardthegrants orassistance? .. . ?Yes 1:1 No 2 Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States. I Part I Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" to Form 990, Part IV, line 21, for any recipient that received more than 535.000. Part II can be duplicated if additional space is needed. 1 Name and address of organization EIN IRC section Amount of Amount of or government if applicable cash grant non-cash assistance Method of valuation (book, FMV, appraisal, other) (9) Description of Purpose of grant non-cash assistance or assistance US CHAMBER OF COMMERCE 1615 STREET NW DC 20062 53?0045720 501(c)(6) 1,000,000. 0. SOCIAL WELFARE CROSSROADS GPS 45 NORTH HILL STE 100 VA 20186 2742753378 350,000. 0. SOCIAL WELFARE 2 Entertotal number of section 501(c)(3) and government organizatiOns listed in the line1 table ., . 3 Entertotal number of other organizations listed in the line 1 table .. . . . .. 2 LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule I (Form 990) (2014) 432101 10-15-14 3 8 ScheduleliForm990H20?l4) KENTUCKY OPPORTUNITY COALITION, INC. 26?3722621 Part Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" to Form 990, Part IV, line 22. Part can be duplicated if additional space is needed. Page 2 Type of grant or assistance Number of Amount of Amount of non- Method of valuation Description of non-cash assistance recipients cash grant cash assistance (book, FMV, appralsal, other) I Part I Supplemental Information. Provide the information required in Part I, line 2. Part column and any other additional information. PART I, LINE 2: KENTUCKY OPPORTUNITY COALITION HAS TWO BASIC MECHANISMS FOR REVIEWING THE USE OF GRANTED FUNDS. FIRST, THE ORGANIZATION CAN REQUIRE, IN THE GRANT AGREEMENT, THE GRANTEE TO SUBMIT A REPORT DETAILING HOW THE GRANT WAS SPENT. REPORTS WOULD BE REQUIRED AT REGULAR INTERVALS, UPON THE COMPLETION OF THE FUNDED BY THE GRANT. SECOND, IN EACH GRANT AGREEMENT, KENTUCKY OPPORTUNITY COALITION CAN ALSO RESERVE THE RIGHT TO PERFORM A LIMITED AUDIT OF THE GRANTEE IN ORDER TO ENSURE THAT GRANTS ARE PROPERLY SPENT. IF IT IS DETERMINED THAT A GRANTEE HAS MISUSED GRANTED 432102 10-15-14 3 9 Schedule I (Form 990) (2014) Schedule I {Form 990Page 2 I Part Supplemental Information FUNDS, KENTUCKY OPPORTUNITY COALITION CAN REQUEST THAT ALL GRANTED FUNDS BE RETURNED. Schedme (F0nn99m 432291 05-01-14 40 13561112 796448 09260 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260?1 OMB No 1545-0047 SCHEDULE 0 Supplemental Information to Form 990 or 990-EZ (Form 990 or 990-52) Complete to provide information for responses to specific questions on Form 990 or or to provide any additional information. Department of the Treasury Attach to Form 990 or 990-EZ. Open to Public lntemal Revenue Service IF Information aggu; {Fgrm get) or and its in?ructionsjs at in: nnuh? moan Name of the organization Employer identification number KENTUCKY OPPORTUNITY COALITION, INC. 26?3722621 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: ADVOCATE POLICY OUTCOMES ON PENDING LEGISLATIVE AND REGULATORY ISSUES INCLUDING BUT NOT LIMITED TO: HEALTH CARE REFORM, TAXES, SPENDING AND DEFICITS, CONGRESSIONAL REFORM AND ENERGY AND ENVIRONMENT. THE PURPOSE OF THESE ISSUE ADVOCACY AND GRASSROOTS LOBBYING ACTIVITIES IS TO PROMOTE POLICIES THAT STRENGTHEN THE NATION AND THE COMMONWEALTH OF ECONOMY, REDUCE REGULATION OF PRIVATE SECTOR ACTIVITY, AND RESTORE GOVERNMENT TO A SOUND FINANCIAL FOOTING. FORM 990, PART LINE 1, DESCRIPTION OF ORGANIZATION MISSION: VISION OF KENTUCKY OPPORTUNITY COALITION IS TO EMPOWER PRIVATE CITIZENS TO DETERMINE THE DIRECTION OF GOVERNMENT POLICYMAKING RATHER THAN BEING THE DISENFRANCHISED VICTIMS OF IT. THROUGH ISSUE RESEARCH, PUBLIC COMMUNICATIONS, EVENTS WITH POLICYMAKERS, AND OUTREACH TO INTERESTED CITIZENS, KENTUCKY OPPORTUNITY COALTION SEEKS TO ELEVATE UNDERSTANDING OF CONSEQUENTIAL NATIONAL POLICY ISSUES, AND TO BUILD GRASSROOTS SUPPORT FOR LEGISLATIVE AND POLICY CHANGES THAT PROMOTE PRIVATE SECTOR ECONOMIC GROWTH, REDUCE NEEDLESS GOVERNMENT REGULATIONS, IMPOSE STRONGER FINANCIAL DISCIPLINE AND ACCOUNTABILITY ON GOVERNMENT, AND STRENGTHEN NATIONAL SECURITY. FORM 990, PART VI, SECTION B, LINE 11: ALL BOARD MEMBERS RECEIVE A COPY OF THE FORM 990 BEFORE IT IS FILED WITH THE IRS. DURING THE REVIEW PROCESS THE BOARD DISCUSSES THE FORM 990 WITH ACCOUNTANTS, COUNSEL AND THE CFO. LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule 0 (Form 990 or 990-EZ) (2014) 432211 08-27-14 41 13561112 796448 09260 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260__1 Schedule 0 (Form 990 or QED-E2) {2014] Page 2 Name of the organization Employer identification number KENTUCKY OPPORTUNITY COALITION, INC. 26-3722621 FORM 990, PART VI, SECTION B, LINE 12C: THE CONFLICT OF INTEREST POLICY REQUIRES ALL INTERESTED PERSONS TO DISCLOSE ANY POSSIBLE OR ACTUAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19: UPON REQUEST FORM 990, PART VII, SECTION A: CALEB CROSBY WAS COMPENSATED FOR HIS ROLE IN THE OPERATIONS OF THE ORGANIZATION AND NOT AS AN OFFICER. CALEB CROSBY WAS PAID THROUGH CFC CONSULTING AND THE AMOUNT OF HIS COMPENSATION WAS $23,000.00. FORM 990, PART XII, LINE 2C: THE OVERSIGHT POLICIES AND SELECTION OF AN INDEPENDENT ACCOUNTANT BY THE AUDIT COMMITTEE HAS NOT CHANGED SINCE THE PRIOR YEAR. 323271.214 Schedule 0 (Form 990 or 990-EZ) (2014) 42 13561112 796448 09260 2014.05000 KENTUCKY OPPORTUNITY COALIT 09260__1