Civic Intelligence

Ufcw 227 Foundation Inc.

990EZ • Fiscal year 2024 • EIN 30-0310375

Jan 01, 2024 to Dec 31, 2024 • Filed on Sep 08, 2025

Organization ProfileN/a
9505 Williamsburg Plaza STE 500Louisville, KY 40222

(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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

12th percentile

-37%

Higher net margin than 12% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

32nd percentile

-10%

Faster asset growth than 32% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

-9.3%

Faster revenue growth than 35% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$318,728

Down $7,972 (-2.4%) from 2022

Net Assets

Down

$318,728

Down $7,972 (-2.4%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin12th percentile

Revenue

Down

$99,168

Down $36,703 (-27%) from 2022

Expenses

Up

$135,771

Up $68,663 (+102%) from 2022

Net Income

Down

-$36,603

Down $105,366 (-153%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2024

Assets$318,728
Liabilities-
Net Assets$318,728
Open 2024 Filing

Operations Trend

Revenue Growth35th 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

2024

Revenue$99,168
Expenses$135,771
Net Income-$36,603
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 8, 2025
Return Version
2024v5.2
Gross Receipts
$111,807
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 Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bob BlairPresident-$0--
Bobbi ManningVice President-$0--
Emily BrowningTreasurer-$0--
Kristah BarnetteSecretary-$0--
Paul WhiteleyChairperson-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Charity Golf Event$85,807$85,807-$85,807
Total Events$85,807$85,807$12,639$73,168
Political and Lobbying Activity

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$25,000
Filing and Contact Details

Filer

Filer Name
UFCW 227 Foundation Inc
EIN
30-0310375
Phone
5025823508
Address
9505 Williamsburg Plaza STE 500, Louisville, KY 40222

Signing Officer

Name
Bob Blair
Title
President
Phone
5025823508
Signed
2025-09-08
Discuss with paid preparer
Yes

Preparer

Firm
Jenkins Group CPA LLC
Address
2047 Tully Wren, Marietta, GA 30066
Preparer
Rebecca J Morrison
Phone
4049091879
Supplemental Narrative

Additional Explanations

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

“Activity Charitable Contributions, Grantee Various, Cash Grant 76,215, Relationship”

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

“Activity Grant, Grantee Protect Our Schools KY, Cash Grant 25,000, Relationship”

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

“Activity Hardship Grants, Grantee Various, Cash Grant 7,455, Relationship”

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

“Activity Scholarships, Grantee Various, Cash Grant 10,725, Relationship”

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

“Activity Child Care Grant, Grantee Various, Cash Grant 15,750, Relationship”

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

“Bank Fees 111”

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

“Rental Costs 80”

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

“Rental Fee Refunds 300”

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

“Taxes and Licenses 135”

Raw XML Appendix167 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/AddressLine1Txt09505 Williamsburg Plaza
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Louisville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040222
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0355331
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0318728
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt026000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-36603
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0355331
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0318728
IRS990EZ/FundraisingGrossIncomeAmt085807
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0135145
IRS990EZ/GrossReceiptsAmt0111807
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0355331
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0318728
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0355331
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0318728
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Bob Blair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Bobbi Manning
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Emily Browning
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kristah Barnette
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Paul Whiteley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Chairperson
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0626
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0true
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/SpecialEventsDirectExpensesAmt012639
IRS990EZ/SpecialEventsNetIncomeLossAmt073168
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0135771
IRS990EZ/TotalRevenueAmt099168
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/a
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt026000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt066000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt026196
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt036191
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0180387
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0180387
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt026000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt026000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt066000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt026196
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt036191
IRS990ScheduleA/Total509Grp/TotalAmt0180387
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt026000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt026000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt066000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt026196
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt036191
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0180387
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
IRS990ScheduleC/PoliticalExpendituresAmt025000
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012639
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Charity Golf Event
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt085807
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt085807
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt085807
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt085807
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt073168
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt012639
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt012639
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Charitable Contributions, Grantee Various, Cash Grant 76,215, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Grant, Grantee Protect Our Schools KY, Cash Grant 25,000, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Hardship Grants, Grantee Various, Cash Grant 7,455, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity Scholarships, Grantee Various, Cash Grant 10,725, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Activity Child Care Grant, Grantee Various, Cash Grant 15,750, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Fees 111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Rental Costs 80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Rental Fee Refunds 300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Taxes and Licenses 135
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bob Blair
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05025823508
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UFCW 227 Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0UFCW
ReturnHeader/Filer/EIN0300310375
ReturnHeader/Filer/PhoneNum05025823508
ReturnHeader/Filer/USAddress/AddressLine1Txt09505 Williamsburg Plaza STE 500
ReturnHeader/Filer/USAddress/CityNm0Louisville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040222
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0921147201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jenkins Group CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02047 Tully Wren
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Marietta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030066
ReturnHeader/PreparerPersonGrp/PhoneNum04049091879
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rebecca J Morrison
ReturnHeader/ReturnTs02025-09-08T02:58:44-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$318,728
Liabilities
-
Net assets
$318,728
Revenue
$99,168
Expenses
$135,771
Net income
-$36,603
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. 2024 filings • 501(c)3 • <$500k nonprofits