Civic Intelligence

Ufcw 227 Foundation Inc.

990EZ • Fiscal year 2017 • EIN 30-0310375

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 12, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

94th percentile

62%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

89th percentile

81%

Faster asset growth than 89% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

29th percentile

-14%

Faster revenue growth than 29% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$39,368

Up $17,622 (+81%) from 2016

Net Assets

Up

$39,368

Up $17,622 (+81%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin94th percentile

Revenue

Down

$28,412

Down $4,639 (-14%) from 2016

Expenses

Down

$10,790

Down $26,885 (-71%) from 2016

Net Income

Up

$17,622

Up $22,246 (+481%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2017

Assets$39,368
Liabilities-
Net Assets$39,368
Open 2017 Filing

Operations Trend

Revenue Growth29th 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

2017

Revenue$28,412
Expenses$10,790
Net Income$17,622
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 12, 2018
Return Version
2017v2.3
Gross Receipts
$38,772
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 Pay76th 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$43,410$18,910-$18,910
Membership Hardship Drive$44,309$4,225-$4,225
Total Events$87,719$23,135$10,360$12,775
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
2018-07-12
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 16, Other Expenses

“Supplies and Expenses 790”

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/BOYAmt021746
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039368
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015637
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017622
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021746
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039368
IRS990EZ/FundraisingGrossIncomeAmt023135
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010000
IRS990EZ/GrossReceiptsAmt038772
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021746
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039368
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021746
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039368
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/OtherExpensesTotalAmt0790
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/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010360
IRS990EZ/SpecialEventsNetIncomeLossAmt012775
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt010790
IRS990EZ/TotalRevenueAmt028412
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/a
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt038772
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt034067
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011252
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt047049
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt019094
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0150234
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/PublicSupportTotal509Amt0150234
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt038772
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt034067
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt011252
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt047049
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt019094
IRS990ScheduleA/Total509Grp/TotalAmt0150234
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt038772
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt034067
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt011252
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt047049
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt019094
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0150234
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0881
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt0881
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt064584
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt024500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt040084
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010360
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Membership Hardship Drive
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt043410
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt044309
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt087719
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018910
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04225
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023135
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012775
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt09479
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt09479
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Supplies and Expenses 790
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Bob Blair
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-12
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/AtSubmissionCreationDeviceId07B1F2DC92F6ACD6E3B8E3238510B6C65A809A526
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07B1F2DC92F6ACD6E3B8E3238510B6C65A809A526
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06734182018119rw4obqj
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-07-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.54.192.12
ReturnHeader/FilingSecurityInformation/IPDt02018-07-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm018:58:01
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/PreparationDt02018-07-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dennis G Jenkins
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-07-12T06:56:00-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,368
Liabilities
-
Net assets
$39,368
Revenue
$28,412
Expenses
$10,790
Net income
$17,622
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
2017Detailed filing. Detailed filing data is available for this year.$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