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Nonprofiteer
← HEART OF KENTUCKY UNITED WAY

Form 990 for tax year 2023

Filed by HEART OF KENTUCKY UNITED WAY.

Totals

Total revenue
$396,147
Total expenses
$524,252
Contributions and grants received
$343,380
Grants paid
$216,000
Program service revenue
$0
Investment income
$37,128
Other revenue
$15,639
Total assets, end of year
$1,339,304
Total liabilities, end of year
$76,524
Net assets or fund balances, end of year
$1,262,780
Program services expenses (Part IX)
$321,631
Management and general expenses
$143,868
Fundraising expenses
$58,753
Program service expenses (Part III)
$321,631

Program services were 61.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $343,380

  • 3 · Investment income

    total $34,793 · excluded $34,793

  • 7a · Gross sales of assets other than inventory

    securities $2,335

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $2,335

  • 7d · Net gain or loss

    total $2,335 · related or exempt $2,335

  • 8a · Fundraising events: gross income

    $46,193

  • 8b · Fundraising events: direct expenses

    $31,798

  • 8c · Net income from fundraising events

    total $14,395 · excluded $14,395

  • 11a · Other revenue: OTHER REVENUE

    total $1,244 · excluded $1,244

  • 11e · Other revenue, total

    $1,244

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $216,000 · program services $216,000

  • 7 · Other salaries and wages

    total $127,785 · program services $26,835 · management and general $67,726 · fundraising $33,224

  • 8 · Pension plan contributions

    total $4,523 · program services $950 · management and general $2,397 · fundraising $1,176

  • 9 · Other employee benefits

    total $21,919 · program services $4,603 · management and general $11,617 · fundraising $5,699

  • 10 · Payroll taxes

    total $10,827 · program services $2,274 · management and general $5,738 · fundraising $2,815

  • 11c · Fees: accounting

    total $9,815 · management and general $9,815

  • 11f · Fees: investment management

    total $6,298 · management and general $6,298

  • 12 · Advertising and promotion

    total $1,829 · management and general $1,829

  • 13 · Office expenses

    total $3,400 · program services $390 · management and general $933 · fundraising $2,077

  • 14 · Information technology

    total $7,662 · program services $3,448 · management and general $2,528 · fundraising $1,686

  • 16 · Occupancy

    total $7,117 · program services $3,130 · management and general $2,065 · fundraising $1,922

  • 17 · Travel

    total $5,447 · program services $3,867 · management and general $327 · fundraising $1,253

  • 22 · Depreciation, depletion and amortization

    total $6,973 · program services $3,278 · management and general $3,277 · fundraising $418

  • 23 · Insurance

    total $7,134 · program services $2,568 · management and general $2,069 · fundraising $2,497

  • 24a · Other expenses: COMMUNITY PROJECTS & AS

    total $67,104 · program services $47,875 · management and general $15,490 · fundraising $3,739

  • 24b · Other expenses: DUES & SUBSCRIPTIONS

    total $8,980 · program services $449 · management and general $6,825 · fundraising $1,706

  • 24c · Other expenses: SUPPLIES

    total $4,665 · program services $793 · management and general $3,779 · fundraising $93

  • 24d · Other expenses: PROGRAM SERVICES

    total $4,139 · program services $4,139

  • 24e · All other expenses

    total $2,635 · program services $1,032 · management and general $1,155 · fundraising $448

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $105,438 · end of year $34,319

  • 3 · Pledges and grants receivable

    beginning of year $64,110 · end of year $15,056

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,608 · end of year $5,707

  • 10a · Land, buildings and equipment: cost or other basis

    $436,155

  • 10b · Land, buildings and equipment: accumulated depreciation

    $324,933

  • 10c · Land, buildings and equipment, net

    beginning of year $118,188 · end of year $111,222

  • 11 · Investments: publicly traded securities

    beginning of year $1,109,249 · end of year $1,172,696

  • 15 · Other assets

    beginning of year $2,030 · end of year $304

  • 17 · Accounts payable and accrued expenses

    beginning of year $30,835 · end of year $67,217

  • 25 · Other liabilities

    beginning of year $7,947 · end of year $9,307

  • 27 · Net assets without donor restrictions

    beginning of year $1,066,090 · end of year $983,632

  • 28 · Net assets with donor restrictions

    beginning of year $299,751 · end of year $279,148

Mission and programs · 2023

Mission

HEART OF KENTUCKY UNITED WAY ADVANCES THE COMMON GOOD BY CREATING OPPORTUNITIES FOR A BETTER LIFE FOR ALL.

  • INCOME/FINANCIAL STABILITY:1. EIN 20-1965942 GREEN HOUSE 17 2. EIN 61-0458751 FAMILY SERVICES ASSOCIATION 3. EIN 61-0668572 LEGAL AID OF THE BLUEGRASS

    Expenses $43,000 · Grants $43,000

  • EDUCATION: 1. EIN 26-3668416 CENTRO LATINO 2. EIN 30-0891123 GLADY'S PROJECT3. EIN 61-0659010 KY EDUCATIONAL DEVELOPMENT CORPORATION4. EIN 61-1061973 VISUALLY IMPAIRED PRESCHOOL SERVICES5 EIN 61-1024933 MERCER AREA FAMILY EDUCATION AND WELLNESS

    Expenses $42,000 · Grants $42,000

  • HEALTH: 1. EIN 61-0659583 BLUEGRASS COMMUNITY ACTION PARTNERSHIP 2. EIN 26-1841458 CASA OF THE BLUEGRASS 3. EIN 61-0913274 LINCOLN COUNTY SENIOR CITIZENS 4. EIN 61-0996520 NURSING HOME OMBUDSMAN 5. EIN 61-1210413 HAVEN CARE CENTER6. EIN 61-1339185 CASA OF LEXINGTON

    Expenses $111,000 · Grants $111,000

  • PROGRAM DEVELOPMENT/RECIPIENT MONITORINGDISCRETIONARY FUNDING

    Expenses $125,631 · Grants $20,000

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • STEPHANIE BLEVINS

    SECRETARY

    Total calculated
    $95,409
    From this org
    $95,409
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • ALLEN GOLDIE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN FUNKHOUSER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JERRY CARTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER COCHRAN

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • BOONE LOGAN

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • KATIE FARTHING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRIAN DUNCAN

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202511359349317291

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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