2024-05-15T16:02:59-05:00 2023-06-30 621199757 LBMC PC 325 WEST MAIN STREET STE 1600 LOUISVILLE KY 40202 990 2022-07-01 311106795 UNITED WAY OF KENTUCKY INC UNIT 5025896897 PO BOX 4653 LOUISVILLE KY 402040653 KEVIN MIDDLETON PRESIDENT 5025896897 2024-05-15 1 KEVIN MIDDLETON 999009999 0 JAMES STEVISON P00174524 5025851600 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z KEVIN MIDDLETON PO BOX 4653 LOUISVILLE KY 402040653 944316 0 X WWW.UWKY.ORG X 1984 KY AS A FOCUSED TEAM OF LEADERS, UNITED WAY OF KENTUCKY WILL ALIGN RESOURCES AND WORK TO ADVANCE EDUCATION, INCOME AND HEALTH. 20 20 4 110 0 0 5292782 556737 261769 387517 62 62 0 0 5554613 944316 0 0 0 0 189734 296968 0 0 0 2283040 2734614 2472774 3031582 3081839 -2087266 4571786 3024179 1142984 1682643 3428802 1341536 X AS A FOCUSED TEAM OF LEADERS, UNITED WAY OF KENTUCKY WILL ALIGN RESOURCES AND WORK TO ADVANCE EDUCATION, INCOME AND HEALTH. 0 0 2821136 306317 STATEWIDE INITIATIVES: UNITED WAY OF KENTUCKY (UWKY) IS AN INTEGRAL PART OF UNITED WAY SERVICE DELIVERY TO 100% OF KENTUCKY'S POPULATION, WHETHER THROUGH DIRECT INVESTMENT IN PROGRAM SERVICES, DISASTER RECOVERY, OR THROUGH OUR 211 INFORMATION AND REFERRAL HOTLINE, OUR CONTRACTUAL RELATIONSHIP WITH THE STATE OPERATED REFERRAL PLATFORM, KYNECT RESOURCES, OR THROUGH OUR STATEWIDE FUNDRAISING CAMPAIGNS. UWKY INCREASES AND ENHANCES LOCAL UNITED WAY CAPACITY TO IMPROVE OUTCOMES IN EDUCATION, FINANCIAL STABILITY AND HEALTH IN THEIR COMMUNITIES BY FACILITATING OPPORTUNITIES FOR THE NETWORK TO ENGAGE INDIVIDUALS, ELECTED OFFICIALS AND STATEWIDE ORGANIZATIONS IN THE WORK OF UNITED WAY. UWKY INCREASES THE VALUE OF THE BRAND BY CREATING NEW PARTNERSHIPS, STRENGTHENING EXISTING RELATIONSHIPS, ADVOCATING FOR EFFECTIVE PUBLIC POLICY,AND DEVELOPING NEW SERVICES THAT IMPROVE LIVES AND STRENGTHEN COMMUNITIES. 107468 81200 FUNDING: UWKY ADMINISTERS THE KENTUCKY EMPLOYEES CHARITABLE CAMPAIGN (KECC), WHICH WORKS WITH DESIGANTED CHARTIES THAT PROVIDE DIRECT SERVICES TO EVERY KENTUCKY COMMUNITY, PARTNERING WITH NEARLY 1000 AGENCIES ACROSS THE COMMONWEALTH. THE KECC RAISED AN ANNUAL AVERAGE OF APPROXIMATELY $620,000 OVER THE LAST FIVE YEARS, INCLUDING OVER $590,000 PLEDGED IN 2022, WHICH IMPACTS THOUSANDS OF INDIVIDUALS. THESE DOLLARS FUND SERVICES SUCH AS FEEDING AND SHELTERING THE HOMLESS, INCREASING EDUCATIONAL OPPORTUNITY, WORKING WITH VICTIMS OF DOMESTIC ABUSE, PREVENTING CHILD ABUSE, HELPING FAMILIES WITH PREMATURE BIRTHS, SUPPORTING CHILDREN WITH SPECIAL NEEDS, WORKING TO FIND A CURE FOR CANCER AND OTHER DEVASTATING DISEASES, AND DISASTER RECOVERY EFFORTS, TO NAME A FEW. 69835 CAPACITY BUILDING, TRAINING AND NETWORKING: UWKY STRENGTHENS THE STATE NETWORK OF 20 UNITED WAY ORGANIZATIONS AND SUPPORTS THEIR CAPACITY TO MEET THE NEEDS OF THEIR COMMUNITIES. UWKY SUPPORTS LOCAL EFFORTS BY PROVIDING BEST PRACTICES, TRAININGS, PROGRAMS AND RESOURCES RELATED TO NONPROFIT GOVERNANCE, MARKETING AND COMMUNICATIONS, COMMUNITY INVESTMENT, RESOURCE DEVELOPMENT, PUBLIC POLICY, VOLUNTEERISM AND MORE FOR STAFF, BOARD VOLUNTEERS AND COMMUNITY MEMBERS. 2998439 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 4 0 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X X X KEVIN MIDDLETON 5025896897 PO BOX 4653 LOUISVILLE KY 40204 ANNE BROOKS BOARD MEMBER 1.00 X 0 0 0 BEN MOHLER BOARD MEMBER 1.00 X 0 0 0 BETSY BURKEEN BOARD MEMBER 1.00 X 0 0 0 CASIE KICHLER BOARD MEMBER 1.00 X 0 0 0 DAVID LOPEZ BOARD MEMBER 1.00 X 0 0 0 DEBBIE HILLS TREASURER 1.00 X X 0 0 0 JENNIFER NESMITH BOARD MEMBER 1.00 X 0 0 0 KATE MCKUNE CHAIR 1.00 X X 0 0 0 KEVIN ETTER BOARD MEMBER 1.00 X 0 0 0 KEVIN KYDE BOARD MEMBER 1.00 X 0 0 0 LINDY CASEBIER BOARD MEMBER 1.00 X 0 0 0 MAGGIE ELDER BOARD MEMBER 1.00 X 0 0 0 MEGAN STITH BOARD MEMBER 1.00 X 0 0 0 RON BRIDGES FIRST VICE CHAIR 1.00 X X 0 0 0 SCOTT SEDMAK BOARD MEMBER 1.00 X 0 0 0 TIMOTHY JOHNSON PROFESSIONAL COUNCIL CHAIR 1.00 X X 0 0 0 MANDY SIMPSON BOARD MEMBER 1.00 X 0 0 0 KEISHA DEONARINE BOARD MEMBER 1.00 X 0 0 0 ELLIE HARBAUGH BOARD MEMBER 1.00 X 0 0 0 KIMBERLY PHELPS BOARD MEMBER 1.00 X 0 0 0 KEVIN MIDDLETON PRESIDENT 40.00 X 106985 0 6934 106985 0 6934 1 0 0 0 0 50000 506737 556737 MEMBERSHIP DUES AND AS 900099 387517 387517 387517 62 62 944316 387517 0 62 113919 106278 7641 139431 130079 9352 10189 9506 683 15662 14580 1082 17767 16575 1192 8500 7795 705 30887 28326 2561 8480 7777 703 11571 10481 1090 10615 9734 881 22682 20801 1881 3859 3600 259 GRANT FUNDED INITIATIVE 2595323 2595323 0 CAMPAIGN EXPENSES 35505 35505 MISCELLANEOUS 4925 0 4925 PAYROLL SERVICES 1195 1096 99 1072 983 89 3031582 2998439 33143 0 3736394 1845550 204122 204183 598687 928910 32583 45536 44915 44915 0 0 4571786 3024179 415347 829134 293073 341110 6525 21319 428039 491080 1142984 1682643 X 283077 444550 3145725 896986 3428802 1341536 4571786 3024179 -2087266 0 X X 0 1 X 1 0 X 271128 139808 75981 5292782 556737 6336436 271128 139808 75981 5292782 556737 6336436 6336436 594 182 108 62 62 1008 6337444 934887 0.99980 0.99980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 44915 44915 0 0 AGENCY PAYABLES 491080 491080 X 944316 0 944316 0 944316 3031582 0 3031582 0 3031582 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES AS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED UNDER IRC SECTION 501(C)(3). THE ORGANIZATION FILES AN INFORMATIONAL TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE KENTUCKY OFFICE OF THE ATTORNEY GENERAL. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE ORGANIZATION HAD NO UNRELATED BUSINESS INCOME FOR THE YEAR ENDED JUNE 30, 2023, JUNE 30, 2022 OR JUNE 30, 2021. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. AS OF JUNE 30, 2023, 2022 AND 2021, THE ORGANIZATION DID NOT HAVE ANY ACCRUED INTEREST OR PENALTIES RELATED TO INCOME TAX LIABILITIES, AND NO INTEREST OR PENALTIES HAVE BEEN CHARGED TO OPERATIONS FOR THE YEARS THEN ENDED. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE PRESIDENT AND THE UWKY BOARD OF DIRECTORS PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C EACH INDIVIDUAL SHALL PROVIDE ADDITIONAL WRITTEN DISCLOSURES TO THE BOARD IF AND WHEN ADDITIONAL MATERIAL FINANCIAL OR OTHER BENEFICIAL INTERESTS DEVELOP AND IF ANY POTENIAL CONFLICT OF INTEREST DEVELOPS. EACH DIRECTOR, OFFICER OR EMPLOYEE SHALL BE RESPONSIBLE FOR VOLUNTARILY ABSTAINING FROM ANY BOARD ACTION OR ACTIVITY WHERE HE OR SHE IS OBLIGED TO DO SO UNDER THIS STATEMENT OF POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE FULFILLS THE EXECUTIVE COMPENSATION RESPONSBILITIES. MEMBERS ARE PROVIDED WITH A SALARY HISTORY AND COMPARATIVE DATA FOR THE CEO'S IN SIMILAR ORGANIZATIONS, INCLUDING A SEMI-ANNUAL SURVEY OF UNITED WAY STATE ORGANIZATIONS, THE UNITED WAY OF AMERICA HUMAN CAPITAL STUDY AND STEVEN LANGER'S "COMPENSATION IN NONPROFIT ORGANIZATIONS". USING ALL OF THIS INFORMATION, THEY DETERMINE ANNUAL INCREASES WHICH MAY INCLUDE A COLA ADJUSTMENT, MERIT INCREASES, OR ADDITIONAL PAID TIME OFF. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE (WWW.UWKY.ORG). PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.