HEART OF KENTUCKY UNITED WAY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HEART OF KENTUCKY UNITED WAY (EIN 23-7166092)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-08
- IRS object ID
- 201741289349300814
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-08T15:08:42-04:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814719724 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERBAUGH RODES & BUTLER PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 132 N SECOND ST | AddressLine1Txt |
| City | DANVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40422 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237166092 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEART OF KENTUCKY UNITED WAY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAR | BusinessNameControlTxt |
| Phone | 8592386986 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 N THIRD STREET | AddressLine1Txt |
| City | DANVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 404221632 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN RODES | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8592386986 | PhoneNum |
| Signature | 2017-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG A BUTLER | PreparerPersonNm |
| PTIN | P01271286 | PTIN |
| Phone | 8592363924 | PhoneNum |
| Preparation | 2017-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN RODES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 729 | AddressLine1Txt |
| City | DANVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $839,891 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HKUW.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Activity Or Mission | HEART OF KENTUCKY UNITED WAY ADVANCES THE COMMON GOOD BY CREATING OPPORTUNITIES FOR A BETTER LIFE FOR ALL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 275 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $854,738 | PYContributionsGrantsAmt |
| CY Contributions Grants | $795,281 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $20,446 | PYInvestmentIncomeAmt |
| CY Investment Income | $43,108 | CYInvestmentIncomeAmt |
| PY Other Revenue | $17,333 | PYOtherRevenueAmt |
| CY Other Revenue | $1,502 | CYOtherRevenueAmt |
| PY Total Revenue | $892,517 | PYTotalRevenueAmt |
| CY Total Revenue | $839,891 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $573,529 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $449,087 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $188,556 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $226,596 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $81,881 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $115,345 | PYOtherExpensesAmt |
| CY Other Expenses | $145,641 | CYOtherExpensesAmt |
| PY Total Expenses | $877,430 | PYTotalExpensesAmt |
| CY Total Expenses | $821,324 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $15,087 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $18,567 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,119,240 | TotalAssetsBOYAmt |
| Total Assets EOY | $993,078 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $318,631 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $228,618 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $800,609 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $764,460 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HEART OF KENTUCKY UNITED WAY ADVANCES THE COMMON GOOD BY CREATING OPPORTUNITIES FOR A BETTER LIFE FOR ALL. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $69,000 | ExpenseAmt |
| Grant | $69,000 | GrantAmt |
| Desc | INCOME/FINANCIAL STABILITY: 1. EIN 20-1965942 GREEN HOUSE 17 2. EIN 61-0458751 FAMILY SERVICES ASSOCIATION 3. EIN 61-0668572 NORTHERN KY LEGAL AID SOCIETY 4. EIN 61-1189896 MERCER CO. HABITAT FOR HUMANITY | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $207,087 | ExpenseAmt |
| Grant | $207,087 | GrantAmt |
| Desc | EDUCATION: 1. EIN 61-0523288 BIG BROTHERS/BIG SISTERS 2. EIN 26-3668416 CENTRO LATINO 3. EIN 61-1039116 KING'S MOUNTAIN COMMUNITY CENTER 4. EIN 30-0098055 KYADAPT 5. EIN 61-1318412 MERCER COUNTY 4H COUNCIL 6. EIN 61-1371167 MERCER TRANSFORMATION 7. EIN 61-1230722 WILDERNESS TRACE CHILD DEVELOPMENT CTR 8. EIN 61-1024933 WILDERNESS TRACE FAMILY YMCA 9. EIN 61-0659010 MERCER COUNTY ADULT EDUCATION 10. EIN 61-0675287 LINCOLN COUNTY PUBLIC LIBRARY | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $173,000 | ExpenseAmt |
| Grant | $173,000 | GrantAmt |
| Desc | HEALTH: 1. EIN 61-0659583 BLUEGRASS COMMUNITY ACTION PARTNERSHIP 2. EIN 26-1841458 CASA OF THE BLUEGRASS 3. EIN 31-0988104 HERITAGE HOSPICE 4. EIN 23-7153964 KIDNEY HEALTH ALLIANCE OF KENTUCKY 5. EIN 61-0913274 LINCOLN COUNTY SENIOR CITIZENS 6. EIN 61-0996520 NURSING HOME OMBUDSMAN 7. EIN 61-0723605 RECOVERY CENTER | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $156,503 | ExpenseAmt |
| Desc | PROGRAM DEVELOPMENT/RECIPIENT MONITORING | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $156,503 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $605,590 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAIG A BUTLER CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8592363924 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 132 N 2ND STREET | AddressLine1Txt |
| City | DANVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40422 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| STEPHANIE BLEVINS | ||||||
| SECRETARY | 40.00 | Yes (X) | Yes (X) | $74,571 | $0 | $0 |
| JEFF HOGUE | ||||||
| CAMPAIGN CHA | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALLEN WHITE | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN RODES | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| VICKY REED | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CLAY ALBRIGHT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMY ISOLA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICK NOLTEMEYER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMY PORTER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN NELSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID YOUNG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN FUNKHOUSER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEITH LOOK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MEGO HARALU | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHY MILES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATT URMANSKI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLIE BOYD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BURT PIPER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICK WALDON | ||||||
| VICE PRESIDE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MIKE ANGOLIA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $74,571 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $795,281 | AllOtherContributionsAmt |
| Total Contributions | $795,281 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,108 | TotalRevenueColumnAmt |
| Exclusion | $43,108 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Total Revenue Column | $1,502 | TotalRevenueColumnAmt |
| Exclusion | $1,502 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,502 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $839,891 | TotalRevenueColumnAmt |
| Exclusion | $44,610 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $449,087 | TotalAmt |
| Program Services | $449,087 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,953 | TotalAmt |
| Program Services | $68,091 | ProgramServicesAmt |
| Management And General | $64,182 | ManagementAndGeneralAmt |
| Fundraising | $36,680 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,467 | TotalAmt |
| Program Services | $2,350 | ProgramServicesAmt |
| Management And General | $3,117 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,570 | TotalAmt |
| Program Services | $15,048 | ProgramServicesAmt |
| Management And General | $12,312 | ManagementAndGeneralAmt |
| Fundraising | $9,210 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,606 | TotalAmt |
| Program Services | $6,372 | ProgramServicesAmt |
| Management And General | $5,815 | ManagementAndGeneralAmt |
| Fundraising | $3,419 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,669 | TotalAmt |
| Management And General | $8,669 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,292 | TotalAmt |
| Management And General | $3,292 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,176 | TotalAmt |
| Program Services | $71 | ProgramServicesAmt |
| Management And General | $234 | ManagementAndGeneralAmt |
| Fundraising | $1,871 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,858 | TotalAmt |
| Program Services | $202 | ProgramServicesAmt |
| Management And General | $331 | ManagementAndGeneralAmt |
| Fundraising | $4,325 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,667 | TotalAmt |
| Program Services | $4,138 | ProgramServicesAmt |
| Management And General | $2,088 | ManagementAndGeneralAmt |
| Fundraising | $5,441 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,366 | TotalAmt |
| Program Services | $2,826 | ProgramServicesAmt |
| Management And General | $1,864 | ManagementAndGeneralAmt |
| Fundraising | $1,676 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,024 | TotalAmt |
| Program Services | $4,913 | ProgramServicesAmt |
| Management And General | $335 | ManagementAndGeneralAmt |
| Fundraising | $1,776 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,583 | TotalAmt |
| Program Services | $596 | ProgramServicesAmt |
| Management And General | $148 | ManagementAndGeneralAmt |
| Fundraising | $2,839 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,110 | TotalAmt |
| Program Services | $3,888 | ProgramServicesAmt |
| Management And General | $3,889 | ManagementAndGeneralAmt |
| Fundraising | $3,333 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,335 | TotalAmt |
| Program Services | $1,482 | ProgramServicesAmt |
| Management And General | $1,568 | ManagementAndGeneralAmt |
| Fundraising | $1,285 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| GLADYS PROJECT | $24,749 | $24,749 | ||
| DUES & SUBSCRIPTIONS | $15,834 | $520 | $14,194 | $1,120 |
| DAY OF ACTION EXPENSE | $13,261 | $12,846 | $415 | |
| CONTRACT LABOR | $9,042 | $914 | $7,254 | $874 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,675 | TotalAmt |
| Program Services | $7,497 | ProgramServicesAmt |
| Management And General | $4,561 | ManagementAndGeneralAmt |
| Fundraising | $7,617 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $821,324 | TotalAmt |
| Program Services | $605,590 | ProgramServicesAmt |
| Management And General | $133,853 | ManagementAndGeneralAmt |
| Fundraising | $81,881 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,141 | BOYAmt |
| EOY | $40,904 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,646 | BOYAmt |
| EOY | $232,178 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,910 | BOYAmt |
| EOY | $5,981 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $384,071 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $228,750 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,431 | BOYAmt |
| EOY | $155,321 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $562,112 | BOYAmt |
| EOY | $558,694 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,119,240 | BOYAmt |
| EOY | $993,078 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,113 | BOYAmt |
| EOY | $21,454 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $298,518 | BOYAmt |
| EOY | $207,164 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,631 | BOYAmt |
| EOY | $228,618 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $653,517 | BOYAmt |
| EOY | $563,916 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $824 | BOYAmt |
| EOY | $62,590 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,268 | BOYAmt |
| EOY | $137,954 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $800,609 | BOYAmt |
| EOY | $764,460 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,119,240 | BOYAmt |
| EOY | $993,078 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $18,567 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$54,716 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,145,653 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,115,790 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $875,085 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $854,738 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $795,281 | CurrentTaxYearAmt |
| Total | $4,786,547 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,145,653 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,115,790 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $875,085 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $854,738 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $795,281 | CurrentTaxYearAmt |
| Total | $4,786,547 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $4,786,547 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,915 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,082 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $78,478 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,446 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,108 | CurrentTaxYearAmt |
| Total | $177,029 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $16,333 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $502 | CurrentTaxYearAmt |
| Total | $16,835 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,980,411 | TotalSupportAmt |
| Public Support CY170 | 0.96110 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96730 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $193,221 | OtherCostOrOtherBasisAmt |
| Depreciation | $76,032 | DepreciationAmt |
| Book Value | $117,189 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $119,048 | OtherCostOrOtherBasisAmt |
| Depreciation | $80,916 | DepreciationAmt |
| Book Value | $38,132 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,642 | OtherCostOrOtherBasisAmt |
| Depreciation | $44,642 | DepreciationAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,160 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,160 | DepreciationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $155,321 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS | Desc |
| Book Value | $558,694 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $558,694 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AGENCIES | $206,969 |
| CGP FUNDS PAYABLE | $195 |
| WFD HUDSON ELLIS GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $207,164 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $839,891 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $839,891 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $839,891 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $821,324 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $821,324 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $821,324 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| BIG BROTHERSBIG SISTERS | ||||||
| 1016 RUSHWOOD CT | LEXINGTON | KY | 40511 | 610523288 | $14,000 | YOUTH MENTORING |
| BLUEGRASS COMMUNITY ACTION PSHIP | ||||||
| 111 PROFESSIONAL COURT | FRANKFORT | KY | 40602 | 610659583 | $76,000 | SENIOR CITIZEN ASST |
| CASA OF THE BLUEGRASS | ||||||
| 1153 PERRYVILLE RD | DANVILLE | KY | 40422 | 261841458 | $26,000 | CHILD ADVOCACY |
| CENTRO LATINO | ||||||
| 401 W MAIN ST | DANVILLE | KY | 40422 | 263668416 | $10,200 | INTERPRETING SVC |
| FAMILY SERVICES ASSOCIATION | ||||||
| PO BOX 458 | DANVILLE | KY | 40423 | 610458751 | $21,000 | LOW INCOME ASSIST |
| GREEN HOUSE 17 | ||||||
| PO BOX 1685 | LEXINGTON | KY | 40588 | 201965942 | $20,000 | SENIOR CARE/HOMECARE |
| KING'S MOUNTAIN COMMUNITY CENTER | ||||||
| 4160 US HWY 27 SOUTH | STANFORD | KY | 40484 | 611039116 | $20,947 | COMMUNITY BASED |
| KYADAPT | ||||||
| PO BOX 1814 | DANVILLE | KY | 40423 | 300098055 | $8,000 | HEARING IMPAIRED |
| LINCOLN COUNTY PUBLIC LIBRARY | ||||||
| 201 LANCASTER STREET | STANFORD | KY | 40484 | 610675287 | $10,000 | EDUCATIONAL |
| LINCOLN COUNTY SENIOR CITIZENS INC | ||||||
| 100 SENIOR WAY | STANFORD | KY | 40484 | 610913274 | $37,000 | HOMECARE/ETC SENIORS |
| MERCER CO ADULT EDUCATION | ||||||
| 600 DON ROBINSON DRIVE | HARRODSBURG | KY | 40484 | 610659010 | $20,000 | ADULT ED/LITERACY |
| MERCER CO HABITAT FOR HUMANITY | ||||||
| PO BOX 66 | HARRODSBURG | KY | 40484 | 611189896 | $10,000 | AFFORDABLE HOUSING |
| MERCER TRANSFORMATION | ||||||
| 131 N CHILES STREET | HARRODSBURG | KY | 40330 | 611371167 | $8,940 | REVITALIZATION |
| NORTHERN KY LEGAL AID SOCIETY INC | ||||||
| PO BOX 12947 | LEXINGTON | KY | 40583 | 610668572 | $18,000 | LEGAL REPRESENTATION |
| NURSING HOME OMBUDSMAN AGENCY | ||||||
| 1530 NICHOLASVILLE RD | LEXINGTON | KY | 40503 | 610996520 | $16,000 | L/T CARE ADVOCACY |
| RECOVERY CENTER | ||||||
| PO BOX 1138 | DANVILLE | KY | 40423 | 610723605 | $14,000 | SUBSTANCE ABUSE SVC |
| WILDERNESS TRACE CHILD DVLP CTR | ||||||
| 409 N STEWARTS LANE | DANVILLE | KY | 40422 | 611230722 | $40,000 | CHILD DEVELOPMENT SV |
| WILDERNESS TRACE YMCA | ||||||
| 130 N COLLEGE STREET | HARRODSBURG | KY | 40330 | 611024933 | $73,000 | YOUTH/ADULT PROGRAMS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION UTILIZES A FORMAL ALLOCATION COMMITTEE. THIS COMMITTEE DETERMINES THE AMOUNT OF FUNDING TO BE RECEIVED BY EACH AGENCY BASED ON SPECIFIC INFORMATION SUPPLIED BY EACH AGENCY WHICH APPLIES FOR FUNDING. EACH AGENCY IS REQUIRED TO PROVIDE A BUDGET TO SUPPORT THE AMOUNT OF FUNDING IT IS APPLYING FOR. THE ORGANIZATION REQUIRES EACH AGENCY WHICH RECEIVES FUNDING TO PROVIDE COMPILED, REVIEWED, OR AUDITED FINANCIAL STATEMENTS BASED ON THE LEVEL OF FUNDING PROVIDED BY THE ORGANIZATION. ANNUALLY, EACH AGENCY PROVIDES DATA TO THE ORGANIZATION WHICH IS UTILIZED BY THE ORGANIZATION TO MEASURE OUTCOMES ACHIEVED BY EACH GRANTEE AGENCY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, PART I, LINE 6 | VARIOUS VOLUNTEERS PARTICIPATE IN THE HEART OF KENTUCKY UNITED WAY "DAY OF CARING". |
| FORM 990, PAGE 2, PART III, LINE 4D | PROGRAM DEVELOPMENT/RECIPIENT MONITORING |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FINANCE COMMITTEE REVIEWS THE RETURN BEFORE IT IS PASSED TO THE BOARD FOR OVERALL APPROVAL. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ANNUALLY THE ORGANIZATION COLLECTS SIGNED "CONFLICT OF INTEREST" STATEMENTS FROM ALL BOARD MEMBERS, STAFF AND ANY NEW MEMBER WHEN SERVICE BEGINS DURING THE YEAR. BOARD MEMBERS DO NOT DISCUSS OR VOTE ON ANY BUSINESS THAT IS OR COULD POTENTIALLY BE VIEWED AS A CONFLICT OF INTEREST. |
| FORM 990, PAGE 6, PART VI, LINE 15A | EXECUTIVE DIRECTOR HAS A WRITTEN EVALUATION WHICH IS CONDUCTED BY THE PERSONNEL COMMITTEE CHAIR, PRESIDENT & CAMPAIGN CHAIR. THESE THREE MAKE RECOMMENDATIONS TO THE FINANCE COMMITTEE, WHICH IS RESPONSIBLE FOR THE ANNUAL BUDGET & FINANCE, AND EITHER APPROVES OR REJECTS THE RECOMMENDATION. FINANCE RECOMMENDS SALARIES TO EXECUTIVE COMMITTEE, AND IF APPROVED, THE ENTIRE BOARD OF DIRECTORS MUST VOTE ON SALARIES OF ALL EMPLOYEES FOR THE ANNUAL BUDGET PROCESS. STUDIES PERFORMED BY THE UNITED WAY OF AMERICA ARE ALSO USED IN THE COMPENSATION DETERMINATION PROCESS. |
| FORM 990, PAGE 6, PART VI, LINE 15B | SAME PROCESS AS USED IN ITEM 15A. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | AUDIT ADJUSTMENT FOR 6/30/15. AUDIT 0 PERFORMED AFTER SUBMISSION OF 990 -54,716 TOTAL -54,716 |
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