Civic Intelligence

Ufcw 227 Foundation Inc.

990EZ • Fiscal year 2016 • EIN 30-0310375

Jan 01, 2016 to Dec 31, 2016 • Filed on May 19, 2017

Organization ProfileN/a
3330 Pinecroft DriveLouisville, KY 40219

(502) 582-3508

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

20th percentile

-14%

Higher net margin than 20% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

16th percentile

-28%

Faster asset growth than 16% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Revenue Growth

27th percentile

-16%

Faster revenue growth than 27% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$21,746

Up $971 (+4.7%) from 2013

Net Assets

Up

$21,746

Up $971 (+4.7%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin20th percentile

Revenue

Up

$33,051

Up $13,957 (+73%) from 2013

Expenses

Up

$37,675

Up $26,654 (+242%) from 2013

Net Income

Down

-$4,624

Down $12,697 (-157%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2010: $15,018Net Assets 2010: $15,0182010Assets 2011: $18,904Net Assets 2011: $18,9042011Assets 2012: $12,901Net Assets 2012: $12,9012012Assets 2013: $20,775Net Assets 2013: $20,7752013Assets 2016: $21,746Net Assets 2016: $21,7462016Assets 2017: $39,368Net Assets 2017: $39,3682017Assets 2018: $69,260Net Assets 2018: $69,2602018Assets 2019: $105,330Net Assets 2019: $105,3302019Assets 2020: $119,163Net Assets 2020: $119,1632020Assets 2021: $257,937Net Assets 2021: $257,9372021Assets 2022: $326,700Net Assets 2022: $326,7002022Assets 2024: $318,728Net Assets 2024: $318,7282024

Highlighted filing

2016

Assets$21,746
Liabilities-
Net Assets$21,746
Open 2016 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2010: $22,779Expenses 2010: $18,734Net Income 2010: $4,0452010Revenue 2011: $27,490Expenses 2011: $23,601Net Income 2011: $3,8892011Revenue 2012: $17,762Expenses 2012: $23,765Net Income 2012: -$6,0032012Revenue 2013: $19,094Expenses 2013: $11,021Net Income 2013: $8,0732013Revenue 2016: $33,051Expenses 2016: $37,675Net Income 2016: -$4,6242016Revenue 2017: $28,412Expenses 2017: $10,790Net Income 2017: $17,6222017Revenue 2018: $29,8922018Revenue 2019: $36,0702019Revenue 2020: $37,636Expenses 2020: $23,803Net Income 2020: $13,8332020Revenue 2021: $185,384Expenses 2021: $46,610Net Income 2021: $138,7742021Revenue 2022: $135,871Expenses 2022: $67,108Net Income 2022: $68,7632022Revenue 2024: $99,168Expenses 2024: $135,771Net Income 2024: -$36,6032024

Highlighted filing

2016

Revenue$33,051
Expenses$37,675
Net Income-$4,624
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 19, 2017
Return Version
2016v3.0
Gross Receipts
$43,439
Mission and Program Overview

Mission

To raise funds to support research for various illnesses and provide scholarships.

Program Services

DescriptionGrantsExpenses
To raise funds to support medical research and prevent child abuse--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bob BlairPresident-$0--
Oliver BarberVice President-$0--
Amy BrewerTreasurer-$0--
Kristah LavalleSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$27,020$27,020$10,388$16,632
Total Events$27,020$27,020$10,388$16,632
Filing and Contact Details

Filer

Filer Name
UFCW 227 Foundation Inc
EIN
30-0310375
Phone
5025823508
Address
3330 Pinecroft Drive, Louisville, KY 40219

Signing Officer

Name
Bob Blair
Title
President
Signed
2017-05-19
Discuss with paid preparer
No

Preparer

Firm
Dennis G Jenkins CPA LLC
Address
1690 Stone Village Lane Suite 501, Kennesaw, GA 30152
Preparer
Dennis G Jenkins
Phone
7704245755
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity Donation, Grantee Leukemia adn Lymphoma Society 1775 K. Steet Washington DC 20036, Cash Grant 25,000, Relationship”

Form 990-EZ, Part I, Line 16, Other Expenses

“Fundraising 2,675”

Raw XML Appendix156 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Bob Blair
IRS990EZ/BooksInCareOfDetail/PhoneNum05025823508
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03330 PInecroft Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Louisville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040219
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026370
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021746
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016419
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4624
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026370
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021746
IRS990EZ/FundraisingGrossIncomeAmt027020
IRS990EZ/GrantsAndSimilarAmountsPaidAmt035000
IRS990EZ/GrossReceiptsAmt043439
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026370
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021746
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026370
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021746
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Bob Blair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Oliver Barber
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Amy Brewer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kristah Lavalle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02675
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To raise funds to support research for various illnesses and provide scholarships.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To raise funds to support medical research and prevent child abuse
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010388
IRS990EZ/SpecialEventsNetIncomeLossAmt016632
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt037675
IRS990EZ/TotalRevenueAmt033051
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/a
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt034067
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011252
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt047049
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt019094
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt017762
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0129224
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0129224
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt034067
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt011252
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt047049
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt019094
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt017762
IRS990ScheduleA/Total509Grp/TotalAmt0129224
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt034067
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt011252
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt047049
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt019094
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt017762
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0129224
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010388
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027020
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027020
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027020
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027020
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016632
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010388
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010388
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Donation, Grantee Leukemia adn Lymphoma Society 1775 K. Steet Washington DC 20036, Cash Grant 25,000, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Fundraising 2,675
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Bob Blair
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UFCW 227 Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0UFCW
ReturnHeader/Filer/EIN0300310375
ReturnHeader/Filer/PhoneNum05025823508
ReturnHeader/Filer/USAddress/AddressLine1Txt03330 Pinecroft Drive
ReturnHeader/Filer/USAddress/CityNm0Louisville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040219
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B197B47550B68FA1627057C4F5B7E9CAC90CF04A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B197B47550B68FA1627057C4F5B7E9CAC90CF04A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.207.63.49
ReturnHeader/FilingSecurityInformation/IPDt02017-05-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm019:14:19
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dennis G Jenkins CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01690 Stone Village Lane Suite 501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kennesaw
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030152
ReturnHeader/PreparerPersonGrp/PhoneNum07704245755
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dennis G Jenkins
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-19T03:14:44-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,746
Liabilities
-
Net assets
$21,746
Revenue
$33,051
Expenses
$37,675
Net income
-$4,624
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.19$3.19$0.99$1.36$0.37
2022Detailed filing. Detailed filing data is available for this year.$3.27$3.27$1.36$0.67$0.69
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$2.58$1.85$0.47$1.39
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$1.19$0.38$0.24$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$1.05$0.36
2018Detailed filing. Detailed filing data is available for this year.$0.69$0.69$0.30
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.39$0.28$0.11$0.18
2016Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.33$0.38$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.19$0.11$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.13$0.18$0.24$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.19$0.27$0.24$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.15$0.23$0.19$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits