PRESERVATION KENTUCKY INC
230 Saint Clair Street
PO Box 5192
Frankfort KY 40601
Contact Information
Nonprofit PRESERVATION KENTUCKY INC
Address 230 Saint Clair Street
PO Box 5192
Frankfort, KY 40601
Phone (502) 871-4570
Financial Summary
Revenue vs Expenses - All Years
Expense Breakdown - Recent Year
Statements
Mission Statement Preservation Kentucky is a membership-based nonprofit organization dedicated to preserving Kentucky's historic and prehistoric places through education and advocacy. 
Background Statement

 Preservation Kentucky is the Commonwealth's statewide nonprofit historic preservation organization. We are a membership-based organization devoted to preserving buildings, structures, and sites in every region and every town in the state. Preservation Kentucky is committed to preserving vestiges of all Kentuckians' past - from shotgun houses in Louisville to African American rural communities across the state to roadside architecture, such as the Parkette Drive-In in Lexington, to important prehistoric archeological sites. Everyone is welcome and encouraged to participate.

 
 
Preservation Kentucky was formed in 1998 by the board of Commonwealth Preservation Advocates (CPA). As CPA was a lobbying group, it became clear that education and advocacy were not being adequately addressed. Preservation Kentucky was created to serve as the nonprofit voice for historic preservation with education and advocacy as the primary mission.

Preservation Kentucky is a non-profit, 501(c)3 organization that relies on membership revenue, grants, and other donations for operating funds. Members include individuals, businesses, community organizations, and government agencies.


Impact Statement

 1) PK held the 2010 Historic Preservation Conference in Frankfort in partnership with the KY Heritage Council and the Preservation Trades Network.  Approximately, 450 people came to the state capitol to learn about topics such as preservation craft training and energy efficiency in historic buildings. 

 2) The Rural Heritage Development Initiative (RHDI) program has expanded past the original eight-county area to serve the entire state. For more info on this program, visit: http://www.kycrossroadsregion.com/ 

3) PK staff has conducted Strategic Plan Listening Sessions for our five year action plan.  Sessions were held in Sadieville, Northern Kentucky, Paducah, Whitesburg, Louisville, and Lexington.  The plan will be available online in January 2011. 

4) The 2011 Preservation Pedal: A Bike Tour of Historic Springfield and Washington Counties was held on July 2, 2011. 176 cyclists---many of whom were unaware of PK’s work--- traversed Washington County’s beautiful countryside, and viewed sites such as the Mt Zion Covered Bridge, the Mordechai Lincoln house, and the historic Grundy farms.  Next year’s location is currently being discussed!  

5) Kentucky’s first Historic Preservation Legislative Summit was held in Frankfort, KY on August 18-19, 2011. Historic preservationists and archaeologists from across the Commonwealth will convened to discuss the future of state and national historic preservation legislation. The Summit featured information regarding the importance of a strong federal, state, and local preservation program with a compliment of adequate laws and regulations, which meets PK’s core mission of education and advocacy. 

6) Preservation Kentucky’s 2011 Endangered List highlighted themes that impact historic preservation, such as the issues facing small town Kentucky, as well as property types, such as rock shelters, that require public education to understand their plight.  For more info, please visit:http://www.preservationkentucky.org/pages.php?id=8

 

 

 

 

Needs Statement
1) Memberships.  In an effort to strengthen our presence in Kentucky, we ask for your help. The more members we have, the greater force we will become on behalf of preservation efforts across the Commonwealth. In other words, we are stronger together than we are separately and can more effectively advocate for resources, gain political strength, and affect the climate as it relates to historic preservation.  Individuals, businesses, local governments and nonprofits, and statewide groups are encouraged to become members. 
 
2) Financial resources.  As with every small nonprofit, we are dependent on  donations and gifts from members to help our programs thrive.   we are in particular need of general operating funds, as there are very few grants that cover such costs--and yet it is our human personnel that makes this work.  This need costs approximately $100,000 for staffing.
 
3) We need full-time administrative staff to help with our clerical needs.  Again, this is not a cost that grants will cover.  Approximately, $35,000 should cover this need.
 
4) PK will need assistance building our restricted endowment fund as of March 2012.
 
CEO/Executive Director Statement

 As I complete my first full year as Executive Director, I am convinced of the importance of Preservation Kentucky’s mission of education and advocacy.  As many of you know, PK traversed the state over the past year in search of input for our five-year Strategic Action Plan.  During those meetings, it became clear that access to and sufficient knowledge of historic preservation tools is lacking in some parts of the state.  Further, Kentucky has experienced this recession acutely, especially with regard to preservation funding.  The loss of funding through federal programs means that fewer preservation projects can be accomplished---which translates into fewer buildings preserved and fewer jobs created. 

 

With all this in mind, PK has developed a work plan for the next year that includes education and advocacy efforts front and center.  Beginning with our Historic Preservation Lobby Days in January 2012, PK will doggedly pursue increased incentives for historic preservation on the federal, state, and local levels.  

 In terms of education, PK will again partner with the KY Heritage Council on the 2012 Historic Preservation Conference.  PK will also make a concerted effort to help educate Kentuckians in the far east and far western portions of our state---where preservation statistics, such as use of tax credits, are low.  The Rural Heritage program will continue to focus on education and outreach, with respect to cultivating preservation capacity across our Commonwealth, in areas where resources are not easily found. 

 

Several fun events have been planned for 2012 as well.  The Preservation Pedal will take cyclists on a great historic tour, and a family friendly hike at Red River Gorge will be offered in the spring to highlight important rockshelters.  Toward the end of 2012, PK will sponsor an awards ceremony and dinner. 

 

Preservation Kentucky has been blessed with strong support from people like you in the past. However, to continue our successful programs and advocacy efforts, we need your support.  As 2011 draws to a close, please consider either becoming a member and joining us in this effort or donating an additional gift to Preservation Kentucky. Your gifts are what make the work of Preservation Kentucky possible and we are so truly grateful for your support.

 

On a personal note, I am honored to be able to work with all of you to accomplish these goals and look forward to serving your preservation needs in the new year. Thanks and have a great Christmas season.

 

               

 

Board Chair Statement

I am honored to be voted in as the new Chair of Preservation Kentucky.  Having been on the Board since 2007, I have seen PK undergo a series of positive changes and I am proud to be on board for the next phase in PK’s development.  A large part of this development is, of course, our staff. RHDI staff Amy Potts has worked tirelessly for PK for the last six years and has helped Kentuckians gain much traction in understanding the vital importance of rural heritage to economic development.  Executive Director Rachel Kennedy, a more recent addition to staff, has helped guide PK into new territory with events and programs such as the Preservation Pedal, the 2011 Strategic Action Plan, and the upcoming Legislative Summit.   This essential personnel, along with our intern from UK’s Historic Preservation Graduate Program—Eric Whisman, carry out the core mission and duties of the organization.  We owe them a debt gratitude for their service to preservation in the Commonwealth.

As always, increasing membership and awareness of PK is an opportunity and a challenge.  We hope to raise the profile for both Preservation Kentucky and preservation in Kentucky over the next five years.

Service Categories
Secondary Organization Category Education / Educational Services
Tertiary Organization Category Environment / Land Resources Conservation
Geographic Areas Served
Areas
Kentucky
The scope of Preservation Kentucky's services is statewide and includes rural and urban areas.  We have members and programs reaching Paducah, Whitesburg, central Kentucky, northern Kentucky, and Louisville.
Board Chair
Board Chair Nancy A Turner
Company Affiliation Winchester Tourism Office
Term Apr 2011 to Apr 2012
Board Members
NameAffiliationStatus
Wayna Adams US Forest Service ArchaeologistVoting
Clay Barkley Attorney
Dr Janice Burdette Blythe Professor, Berea College
Miranda Clements City of Bowling Green
Helen Dedman Beaumont Inn, owner
Regina Estes Community Volunteer
Darlene Gooch Main Street Russellville
Mr Johan Graham AU AssociatesVoting
Zanne Jefferies Retired
Adam Johnson Danville CVB
Beth Johnson City of Covington
Patrick Kennedy KY Heritage Council
Ed Krebs Architect, K Norman Barry
Anna Maas Architectural Historian, Corn Island Archaeology
Gail Melvin Retired
John Moore Construction Technology West Kentucky Community & Technical College
Tim Peters Peters Construction
Kary Stackelbeck Archaeologist, KY Heritage Council
Don Stosberg Wood Stone Resources
Nancy Turner Winchester TourismVoting
Noel Turner CPA
Dr Daniel Vivian University of Louisville, Public History
Marnie Walters Brown-Forman Co
Board Demographics - Ethnicity
African American/Black 1
Asian American/Pacific Islander 0
Caucasian 21
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 9
Female 13
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 2
Board Meeting Attendance % 85%
Written Board Selection Criteria? Yes
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 100%
Percentage Making In-Kind Contributions 100%
Constituency Includes Client Representation Yes
Number of Full Board Meetings Annually 4
Board Co-Chair
Board CoChair Zanne Jefferies
Company Affiliation Retired, Education Director at Blue Grass Trust for Historic Preservation
Term Apr 2011 to Apr 2012
Standing Committees
Education
Executive
Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)
Board Development / Board Orientation
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Membership
Additional Board Members and Affiliations
NameAffiliation
Ms Anne Arensberg Volunteer
Ms Edith Bingham Community volunteer and Former PK Board
Mr David Buchta State Historic Properties
Mr Clyde Carpenter UK Historic Preservation Program
Ms Barbara Clarke Former Board member
Ms Becky Gorman Former Board member
Ms Jayne Henderson Former Board member
MS Barbara Hulette Community Volunteer & former PK Board member
Mr Richard Jett Former Board member
Ms Wendy Lewis Community volunteer
Mr Miles Miller Former Board member
Mr David Morgan Former State Historic Pres Officer
Mr Herb Shulhafer Former Board member
Ms Ann Early Sutherland Community Volunteer & former PK Board member
Comments
CEO Comments
We are addressing governance issues via our Strategic Planning process.  The Board is a highly capable and hard-working body, and when combined with the Advisory Committee and professional staff, creates a powerful team. 
 
Again, our major challenges are obtaining a steady source of general operating funds, which we are addressing through development of an endowment fund, and  increasing awareness of our organization and goals to help Kentuckians preserve their historic and prehistoric places.
CEO/Executive Director
Executive Director Ms Rachel M Kennedy
Term Start Sept 2010
Email director@preservationkentucky.org
Experience

Rachel Kennedy is the Executive Director for Preservation Kentucky.  Rachel is a native Kentuckian with a great passion for the Commonwealth's important historic buildings and places. Rachel graduated from the University of Kentucky's Historic Preservation Master's program in December 1999 and worked for the Kentucky Heritage Council, the State Historic Preservation Office for ten years, where she administrated the Site Identification and Registration Programs.  She has also worked for the National Trust for Historic Preservation as a heritage tourism consultant and the Maryland-National Capital Park and Planning Commission as a preservation planner.  She is a former board member for the Blue Grass Trust for Historic Preservation and served on the board of the Louisville Historical League. 

Her experiences in historic preservation practice reflect diverse interests including preservation craft training, vernacular architectural history, heritage tourism, heritage education, African American community preservation, advocacy and preservation planning.

Staff
Full Time Staff 2
Part Time Staff 1
Volunteers 25
Contractors 1
Retention Rate 100%
Management Reports to Board? Yes
Staff Demographics - Gender
Male
Female
Unspecified
Former CEOs
NameTerm
Joanna Hinton Apr 2003 - Dec 2009
Senior Staff
Title Rural Heritage Programs Manager
Formal Evaluations
CEO Formal Evaluation Yes
CEO/Executive Formal Evaluation Frequency Bi-Annually
Senior Management Formal Evaluation Yes
Senior Management Formal Evaluation Frequency Bi-Annually
NonManagement Formal Evaluation Yes
Non Management Formal Evaluation Frequency Bi-Annually
Comments
CEO Comments All policies noted above without an upload can be found in the 2012 PK Work Place Policies Document.  The strategic plan is still being authored and should be done by mid-February.
Description

is an annual program sponsored in partnership with the Kentucky Heritage Council. This effort engages primary and secondary school students in a theme related to historic preservation. Students work with a teacher to select, photograph, and write about historic places in their communities and explain why they believe them to be significant and worthy of preservation.


Budget 2,500
Category
Population Served , ,
Description

The Rural Heritage Development Initiative (RHDI) began in 2006 as a three-year demonstration program of the National Trust for Historic Preservation. The RHDI was intended to help develop and implement preservation-based economic development strategies in the eight-county Central Kentucky area of Boyle, Green, LaRue, Marion, Mercer, Nelson, Taylor and Washington. The RHDI was one of two pilot programs in the country, the other located in the Arkansas Delta.

Since this time, the RHDI has expanded field services and technical support to rural areas across the state. Staffing is now provided with the assistance of the National Trust for Historic Preservation's Robert Wilson Challenge Grant. Key programming includes barn preservation, revitalization help for small communities, heritage tourism support, and much more. For more information, please contact Amy Potts, Rural Heritage Programs Director, amy@preservationkentucky.org.

Budget 90000
Category
Population Served , ,
Description

The Kentucky State Historic Preservation Conference is a biennial educational event co-sponsored with the Kentucky Heritage Council. Preservation Kentucky has been a partner in this effort since 2000.  Since that time, the conference has taken place in various communities across Kentucky, including Louisville, Lexington, Bowling Green, Frankfort, Bardstown, Danville, and Covington. Historic places in each of these locations have served as the meeting backdrop to highlight successes and issues in preservation as well as provide a venue for Kentuckians to learn from guest speakers and presenters from other states and countries.

The 2012 State Preservation Conference is currently being planned. More information about this event will be shared by in January 2012. We hope you will be able to participate in the next biennial conference. Stay tuned for more details.

Budget 75000
Category
Population Served , ,
Description

Preservation Kentucky’s approach to Endangered Listing has changed since the last list appeared several years ago. This year, PK highlighted themes that impact historic preservation, such as the issues facing small town Kentucky, as well as property types, such as rock shelters, that require public education to understand their plight.

The following themes and property types will be announced on the Endangered List throughout the remainder of 2011:

 

The following themes and property types were announced as of November 2011:

1)Historic Wood Windows---Announced, Monday, July 25, 2011

2)Historic Preservation Funding---Announced, Friday August 19, 2011

3)Historic Barns and outbuildings---Announced, Tuesday September 13, 2011.

4) Courthouses and courthouse areas

5)Small Town Kentucky---Announced May 23, 2011

6)Rockshelters and Archaeology---Announced, Thursday, September 22, 2011

7)Hogan's Pavilion in Cherokee Park---To be announced: Friday, October 14, 2011 at 12 noon


 


Budget 5000
Category
Population Served , ,
Description

The Summit is a biennial gathering at the KY State Capitol, several months prior to the budget session of the KY Legislature.  Main Street managers, archaelogists, community preservationists, and planners come together to discuss development and enhancement of historic preservation policy in the Commonwealth.  One goal behind this summit is to have grassroots input and build consensus on PK's legislative platform.  Another goal is to identify key issues impacting historic preservation practice and develop strategies to resolve them.  For more information on the 2011 summit,click here.  Historic Preservation Lobby Day is planned for January 26 2012.

 
 
Budget 5000
Category
Population Served , ,
Program Comments
CEO Comments
As is always the case, programming is a limitless creative enterprise---but obtaining appropriate staffing to fulfill these programs is much more challenging.  There are numerous programs that PK can simply not undertake at this time, due to staffing limitations.  General operating funds are greatly needed in order to sustain growth.  As you know, grant sources typically fund programming, not general operating.  PK typically has three-to-four grants our at one time to assist with programming and event needs.  With more staff, the number of programs could increase to assist more Kentuckians with preserving their historic and prehistoric places.  
 
PK is currently in the process of developing a strategic plan which will include sustainability as a primary goal.  This exercise should sufficiently clarify staffing needs and programming priorities.
Plans & Policies
Organization has a Fundraising Plan? Under Development
Organization has a Strategic Plan? Under Development
Years Strategic Plan Considers 5
Date Strategic Plan Adopted Jan 2012
Management Succession Plan? Under Development
Organization Policy and Procedures Yes
Nondiscrimination Policy Yes
Whistleblower Policy Yes
Document Destruction Policy Yes
Collaborations
Preservation Kentucky is the state partner of the National Trust for Historic Preservation and local nonprofit preservation organizations. We are also the nonprofit partner for the Kentucky Heritage Council/The State Historic Preservation Office (SHPO). PK also serves as an umbrella organization for local preservation nonprofits, city/county governments, Main Street programs, and tourism commissions, in addition to individual members.
Affiliations
AffiliationYear
American Association for State and Local History1999
Awards
Awards
Award/RecognitionOrganizationYear
Community Oral History AwardKentucky Historical Society2010
Model Preserve America Project--Rural Design guidelinesPreserve America2011
Government Licenses
Is your organization licensed by the Government? No
Financials
Revenue vs Expenses - All Years
Expense Breakdown - Recent Year
Fiscal Year
Fiscal Year Start Jan 01, 2015
Fiscal Year End Dec 31, 2015
Projected Revenue $185,000.00
Projected Expenses $182,000.00
Endowment Value $5,000.00
Spending Policy N/A
Detailed Financials
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available). Revenue from foundations and corporations may be included in individual contributions when not itemized separately.
Fiscal Year201320122011
Foundation and
Corporation Contributions
------
Government Contributions$0$0$0
Federal----
State----
Local----
Unspecified----
Individual Contributions$104,956$111,642--
------
$46,625$45,534--
Investment Income, Net of Losses$2,251$844--
Membership Dues------
Special Events$12,019$10,376--
Revenue In-Kind------
Other--$5,077--
Expense Allocation
Fiscal Year201320122011
Program Expense------
Administration Expense------
Fundraising Expense------
Payments to Affiliates------
Total Revenue/Total Expenses0.960.78--
Program Expense/Total Expenses0%0%--
Fundraising Expense/Contributed Revenue0%0%--
Assets and Liabilities
Fiscal Year201320122011
Total Assets$47,866$48,715--
Current Assets$47,866$48,715--
Long-Term Liabilities$6,000$397--
Current Liabilities------
Total Net Assets$41,866$48,318--
Form 990s
2014 Form 990
2013 Form 990
2012 990
2011 990
2010 990
2009 990
2008 990
2007 990
Capital Campaign
Currently in a Capital Campaign? No
Goal $75,000.00
Dates Nov 2011 to Jan 2012
Capital Campaign Anticipated in Next 5 Years? Yes
State Registration Yes
Comments
CEO Comments We are working on a five-year fundraising plan with goals and strategies that will be operational by January 2011.  Also, in March, we will fulfill a long-time goal to begin building a restricted endowment
Address 230 Saint Clair Street
PO Box 5192
Frankfort, KY 40601
Primary Phone 502 871-4570
CEO/Executive Director Ms Rachel M Kennedy
Board Chair Nancy A Turner
Board Chair Company Affiliation Winchester Tourism Office