HEART OF KENTUCKY UNITED WAY: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
HEART OF KENTUCKY UNITED WAY (EIN 23-7166092)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-12
IRS object ID
201601339349303360
Schema version
2014v6.0
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

FieldValueIRS element (for citing)
Return2016-05-12T12:42:16-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010795994PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CRAIG A BUTLER CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1131 N 4TH STAddressLine1Txt
CityDANVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40422ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237166092EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HEART OF KENTUCKY UNITED WAY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHEARBusinessNameControlTxt
Phone8592386986PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1118 N THIRD STREETAddressLine1Txt
CityDANVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP404221632ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHANIE BLEVINSPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone8592386986PhoneNum
Signature2016-04-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG A BUTLERPreparerPersonNm
PTINP01271286PTIN
Phone8599360201PhoneNum
Preparation2016-04-27PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTEPHANIE BLEVINSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1118 N THIRD STREETAddressLine1Txt
CityDANVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40422ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$892,517GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HKUW.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1972FormationYr
Legal Domicile StateKYLegalDomicileStateCd
Activity Or MissionHEART OF KENTUCKY UNITED WAY ADVANCES THE COMMON GOOD BY CREATING OPPORTUNITIES FOR A BETTER LIFE FOR ALL.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers275TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$875,085PYContributionsGrantsAmt
CY Contributions Grants$854,738CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$78,478PYInvestmentIncomeAmt
CY Investment Income$20,446CYInvestmentIncomeAmt
PY Other Revenue$599PYOtherRevenueAmt
CY Other Revenue$17,333CYOtherRevenueAmt
PY Total Revenue$954,162PYTotalRevenueAmt
CY Total Revenue$892,517CYTotalRevenueAmt
PY Grants And Similar Paid$801,669PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$573,529CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$202,581PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$188,556CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$63,832CYTotalFundraisingExpenseAmt
PY Other Expenses$131,860PYOtherExpensesAmt
CY Other Expenses$115,345CYOtherExpensesAmt
PY Total Expenses$1,136,110PYTotalExpensesAmt
CY Total Expenses$877,430CYTotalExpensesAmt
PY Revenues Less Expenses-$181,948PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$15,087CYRevenuesLessExpensesAmt
Total Assets BOY$1,199,806TotalAssetsBOYAmt
Total Assets EOY$1,119,240TotalAssetsEOYAmt
Total Liabilities BOY$431,425TotalLiabilitiesBOYAmt
Total Liabilities EOY$318,631TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$768,381NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$800,609NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionHEART OF KENTUCKY UNITED WAY ADVANCES THE COMMON GOOD BY CREATING OPPORTUNITIES FOR A BETTER LIFE FOR ALL.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$133,000ExpenseAmt
Grant$133,000GrantAmt
DescINCOME/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 5. EIN 61-0452065 SALVATION ARMYDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$207,318ExpenseAmt
Grant$207,318GrantAmt
DescEDUCATION: 1. EIN 61-0523288 BIG BROTHERS/BIG SISTERS 2. EIN 31-1151536 BOYLE COUNTY 4H COUNCIL 3. EIN 26-3668416 CENTRO LATINO 4. EIN 61-1101391 GARRARD COUNTY 4H COUNCIL 5. EIN 61-1039116 KING'S MOUNTAIN COMMUNITY CENTER 6. EIN 30-0098055 KYADAPT 7. EIN 61-1318412 MERCER COUNTY 4H COUNCIL 8. EIN 61-1371167 MERCER TRANSFORMATION 9. EIN 61-1230722 WILDERNESS TRACE CHILD DEVELOPMENT CTR 10. EIN 26-1414479 LINCOLN COUNTY 4H COUNCIL 11. EIN 61-1024933 WILDERNESS TRACE FAMILY YMCA 12. EIN 61-0659010 MERCER COUNTY ADULT EDUCATIONDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$233,211ExpenseAmt
Grant$233,211GrantAmt
DescHEALTH: 1. EIN 61-0659583 BLUEGRASS COMMUNITY ACTION PARTNERSHIP 2. EIN 61-0916756 BLUEGRASS RAPE CRISIS CENTER 3. EIN 26-1841458 CASA OF THE BLUEGRASS 4. EIN 31-0988104 HERITAGE HOSPICE 5. EIN 23-7153964 KIDNEY HEALTH ALLIANCE OF KENTUCKY 6. EIN 61-0913274 LINCOLN COUNTY SENIOR CITIZENS 7. EIN 61-0996520 NURSING HOME OMBUDSMAN 8. EIN 61-0723605 RECOVERY CENTERDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$130,098ExpenseAmt
DescPROGRAM DEVELOPMENT/RECIPIENT MONITORINGDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$130,098TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$703,627TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee5EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CRAIG A BUTLER CPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8599360201PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1131 N 4TH STREETAddressLine1Txt
CityDANVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40422ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
STEPHANIE BLEVINS
SECRETARY45.000.00Yes (X)Yes (X)$70,895$0$2,788
JEFF HOGUE
CAMPAIGN CHA1.000.00Yes (X)Yes (X)$0$0$0
ALLEN WHITE
PRESIDENT1.000.00Yes (X)Yes (X)$0$0$0
JOHN RODES
TREASURER1.000.00Yes (X)Yes (X)$0$0$0
VICKY REED
DIRECTOR1.000.00Yes (X)$0$0$0
CLAY ALBRIGHT
DIRECTOR1.000.00Yes (X)$0$0$0
AMY ISOLA
DIRECTOR1.000.00Yes (X)$0$0$0
PATRICK NOLTEMEYER
DIRECTOR1.000.00Yes (X)$0$0$0
AMY PORTER
DIRECTOR1.000.00Yes (X)$0$0$0
JOHN NELSON
DIRECTOR1.000.00Yes (X)$0$0$0
DAVID YOUNG
DIRECTOR1.000.00Yes (X)$0$0$0
JOHN FUNKHOUSER
DIRECTOR1.000.00Yes (X)$0$0$0
KEITH LOOK
DIRECTOR1.000.00Yes (X)$0$0$0
MEGO HARALU
DIRECTOR1.000.00Yes (X)$0$0$0
KATHY MILES
DIRECTOR1.000.00Yes (X)$0$0$0
MATT URMANSKI
DIRECTOR1.000.00Yes (X)$0$0$0
CHARLIE BOYD
DIRECTOR1.000.00Yes (X)$0$0$0
BURT PIPER
DIRECTOR1.000.00Yes (X)$0$0$0
RICK WALDON
VICE PRESIDE1.000.00Yes (X)Yes (X)$0$0$0
MIKE ANGOLIA
DIRECTOR1.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$70,895TotalReportableCompFromOrgAmt
Total Other Compensation$2,788TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$854,738AllOtherContributionsAmt
Total Contributions$854,738TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,446TotalRevenueColumnAmt
Exclusion$20,446ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
CAREER COACH REFUND$10,398$10,398
UNITED WAY WORLDWIDE TRAVEL$2,633$2,633
INSURANCE REFUND$2,184$2,184

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,118TotalRevenueColumnAmt
Exclusion$2,118ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$17,333OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$892,517TotalRevenueColumnAmt
Exclusion$37,779ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$573,529TotalAmt
Program Services$573,529ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$150,726TotalAmt
Program Services$75,616ProgramServicesAmt
Management And General$47,618ManagementAndGeneralAmt
Fundraising$27,492FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,990TotalAmt
Program Services$692ProgramServicesAmt
Management And General$1,298ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$19,093TotalAmt
Program Services$8,237ProgramServicesAmt
Management And General$7,706ManagementAndGeneralAmt
Fundraising$3,150FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$16,747TotalAmt
Program Services$5,991ProgramServicesAmt
Management And General$8,587ManagementAndGeneralAmt
Fundraising$2,169FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$10,512TotalAmt
Program Services$631ProgramServicesAmt
Management And General$9,483ManagementAndGeneralAmt
Fundraising$398FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,218TotalAmt
Management And General$3,218ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$823TotalAmt
Program Services$462ProgramServicesAmt
Management And General$194ManagementAndGeneralAmt
Fundraising$167FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,233TotalAmt
Program Services$358ProgramServicesAmt
Management And General$393ManagementAndGeneralAmt
Fundraising$3,482FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$8,126TotalAmt
Program Services$3,019ProgramServicesAmt
Management And General$955ManagementAndGeneralAmt
Fundraising$4,152FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$10,940TotalAmt
Program Services$2,858ProgramServicesAmt
Management And General$6,315ManagementAndGeneralAmt
Fundraising$1,767FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$7,612TotalAmt
Program Services$4,592ProgramServicesAmt
Management And General$1,642ManagementAndGeneralAmt
Fundraising$1,378FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,244TotalAmt
Program Services$818ProgramServicesAmt
Management And General$213ManagementAndGeneralAmt
Fundraising$213FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$18,352TotalAmt
Program Services$6,419ProgramServicesAmt
Management And General$6,426ManagementAndGeneralAmt
Fundraising$5,507FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,991TotalAmt
Program Services$1,375ProgramServicesAmt
Management And General$1,364ManagementAndGeneralAmt
Fundraising$1,252FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DUES & SUBSCRIPTIONS$14,386$2,619$8,816$2,951
SUPPLIES$10,176$2,276$3,538$4,362
DAY OF ACTION EXPENSE$9,800$6,124$3,676
TELEPHONE$6,642$3,322$1,655$1,665

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,290TotalAmt
Program Services$4,689ProgramServicesAmt
Management And General$550ManagementAndGeneralAmt
Fundraising$51FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$877,430TotalAmt
Program Services$703,627ProgramServicesAmt
Management And General$109,971ManagementAndGeneralAmt
Fundraising$63,832FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$77,530BOYAmt
EOY$120,141EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$318,458BOYAmt
EOY$264,646EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,887BOYAmt
EOY$5,910EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$384,071LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$217,640LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$184,783BOYAmt
EOY$166,431EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$614,148BOYAmt
EOY$562,112EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,199,806BOYAmt
EOY$1,119,240EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$23,997BOYAmt
EOY$20,113EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$6,383BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$401,045BOYAmt
EOY$298,518EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$431,425BOYAmt
EOY$318,631EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$618,618BOYAmt
EOY$653,517EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,231BOYAmt
EOY$824EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$147,532BOYAmt
EOY$146,268EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$768,381BOYAmt
EOY$800,609EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,199,806BOYAmt
EOY$1,119,240EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$15,087ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$17,141OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (true)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,024,923CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,145,653CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,115,790CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$875,085CurrentTaxYearMinus1YearAmt
Current Tax Year$854,738CurrentTaxYearAmt
Total$5,016,189TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,024,923CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,145,653CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,115,790CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$875,085CurrentTaxYearMinus1YearAmt
Current Tax Year$854,738CurrentTaxYearAmt
Total$5,016,189TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$5,016,189PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,261CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,915CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,082CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$78,478CurrentTaxYearMinus1YearAmt
Current Tax Year$20,446CurrentTaxYearAmt
Total$153,182TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year$16,333CurrentTaxYearAmt
Total$16,333TotalAmt
FieldValueIRS element (for citing)
Total Support$5,185,704TotalSupportAmt
Public Support CY1700.96730PublicSupportCY170Pct
Public Support PY1700.97260PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$193,221OtherCostOrOtherBasisAmt
Depreciation$71,201DepreciationAmt
Book Value$122,020BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$119,048OtherCostOrOtherBasisAmt
Depreciation$74,964DepreciationAmt
Book Value$44,084BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$44,642OtherCostOrOtherBasisAmt
Depreciation$44,479DepreciationAmt
Book Value$163BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$27,160OtherCostOrOtherBasisAmt
Depreciation$26,996DepreciationAmt
Book Value$164BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$166,431TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescINVESTMENTSDesc
Book Value$562,112BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$562,112TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DUE TO AGENCIES$298,308
CGP FUNDS PAYABLE$195
WFD HUDSON ELLIS GRANT$15
FieldValueIRS element (for citing)
Total Liability$298,518TotalLiabilityAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (20 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
BLUEGRASS COMMUNITY ACTION PSHIP
111 PROFESSIONAL COURTFRANKFORTKY40602610659583$79,900SENIOR CITIZEN ASST
BIG BROTHERSBIG SISTERS
1016 RUSHWOOD CTLEXINGTONKY40511610523288$20,000YOUTH MENTORING
GREEN HOUSE 17
PO BOX 1685LEXINGTONKY40588201965942$25,000SENIOR CARE/HOMECARE
BOYLE COUNTY 4-H COUNCIL
446 N DANVILLE BYPASSDANVILLEKY40422311151536$8,000DEVELOP LIFE SKILLS
CASA OF THE BLUEGRASS
1153 PERRYVILLE RDDANVILLEKY40422261841458$24,000CHILD ADVOCACY
CENTRO LATINO
401 W MAIN STDANVILLEKY40422263668416$8,600INTERPRETING SVC
FAMILY SERVICES ASSOCIATION
PO BOX 458DANVILLEKY40423610458751$30,000LOW INCOME ASSIST
HERITAGE HOSPICE INC
120 ENTERPRISE DRIVEDANVILLEKY40422310988104$27,000HEALTHCARE SERVICES
KIDNEY HEALTH ALLIANCE OF KENTUCKY
2417 REGENCY ROADLEXINGTONKY40503237153964$5,125KIDNEY/DIALYSIS SVCS
KING'S MOUNTAIN COMMUNITY CENTER
4160 US HWY 27 SOUTHSTANFORDKY40484611039116$8,000COMMUNITY BASED
KYADAPT
PO BOX 1814DANVILLEKY40423300098055$10,000HEARING IMPAIRED
NORTHERN KY LEGAL AID SOCIETY INC
PO BOX 12947LEXINGTONKY40583610668572$18,000LEGAL REPRESENTATION
LINCOLN COUNTY SENIOR CITIZENS INC
100 SENIOR WAYSTANFORDKY40484610913274$50,000HOMECARE/ETC SENIORS
MERCER CO ADULT EDUCATION
600 DON ROBINSON DRIVEHARRODSBURGKY40484610659010$14,918ADULT ED/LITERACY
MERCER CO HABITAT FOR HUMANITY
PO BOX 66HARRODSBURGKY40484611189896$7,500AFFORDABLE HOUSING
NURSING HOME OMBUDSMAN AGENCY
1530 NICHOLASVILLE RDLEXINGTONKY40503610996520$22,186L/T CARE ADVOCACY
RECOVERY CENTER
PO BOX 1138DANVILLEKY40423610723605$20,000SUBSTANCE ABUSE SVC
SALVATION ARMY
517 S 4TH STREETDANVILLEKY40422610452065$52,500EMERGENCY ASSISTANCE
WILDERNESS TRACE CHILD DVLP CTR
409 N STEWARTS LANEDANVILLEKY40422611230722$50,500CHILD DEVELOPMENT SV
WILDERNESS TRACE YMCA
130 N COLLEGE STREETHARRODSBURGKY40330611024933$73,985YOUTH/ADULT PROGRAMS

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationTHE 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 ACHEIVED EACH GRANTEE AGENCY.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 1, PART I, LINE 6VARIOUS VOLUNTEERS PARTICIPATE IN THE HEART OF KENTUCKY UNITED WAY "DAY OF CARING".
FORM 990, PAGE 2, PART III, LINE 4B11. EIN 61-1024933 WILDERNESS TRACE FAMILY YMCA 12. EIN 61-0659010 MERCER COUNTY ADULT EDUCATION
FORM 990, PAGE 2, PART III, LINE 4DPROGRAM DEVELOPMENT/RECIPIENT MONITORING
FORM 990, PAGE 6, PART VI, LINE 11BTHE FINANCE COMMITTEE REVIEWS THE RETURN BEFORE IT IS PASSED TO THE BOARD FOR OVERALL APPROVAL.
FORM 990, PAGE 6, PART VI, LINE 12CANNUALLY 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 15AEXECUTIVE 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 15BSAME PROCESS AS USED IN ITEM 15A.
FORM 990, PAGE 6, PART VI, LINE 19GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9AUDIT ADJUSTMENTS FOR YEAR ENDED 6/30/14. AUDIT 0 PERFORMED AFTER SUBMISSION OF 990 17,141

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