Civic Intelligence

Ufcw 227 Foundation Inc.

990EZ • Fiscal year 2014 • EIN 30-0310375

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 13, 2015

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

90th percentile

44%

Higher net margin than 90% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

91st percentile

100%

Faster asset growth than 91% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

95th percentile

146%

Faster revenue growth than 95% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$41,473

Up $20,698 (+100%) from 2013

Net Assets

Up

$41,473

Up $20,698 (+100%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Up

$47,049

Up $27,955 (+146%) from 2013

Expenses

Up

$26,351

Up $15,330 (+139%) from 2013

Net Income

Up

$20,698

Up $12,625 (+156%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth91st 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 2014: $41,473Net Assets 2014: $41,4732014Assets 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

2014

Assets$41,473
Liabilities-
Net Assets$41,473
Open 2014 Filing

Operations Trend

Revenue Growth95th 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 2014: $47,049Expenses 2014: $26,351Net Income 2014: $20,6982014Revenue 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

2014

Revenue$47,049
Expenses$26,351
Net Income$20,698
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 13, 2015
Return Version
2014v5.0
Gross Receipts
$47,049
Mission and Program Overview

Mission

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

To raise funds to support research for various illnesses

Program Services

DescriptionGrantsExpenses
To raise funds to support medical research and prevent child abuse-$17,000
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marv RussowPresident-$0--
Bridget DunnSecretary-$0--
Oliver BarberVice President-$0--
Amy BrewerTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Pat Gorman Charitable Foundation
EIN
30-0310375
Phone
5025823508
Address
3330 Pinecroft Drive, Louisville, KY 40219

Signing Officer

Name
Marv Russow
Title
President
Signed
2015-08-13
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

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

“Activity Scholarships, Grantee Individuals, Cash Grant 10,000, Relationship”

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

“Activity UFCW Leukemia Research Fund, Grantee UFCW Leukemia Research Fund, Cash Grant 7,000, Relationship”

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

“Fundraising 7,478”

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

“Supplies and Expenses 1,873”

Raw XML Appendix145 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/PersonNm0Marv Russow
IRS990EZ/BooksInCareOfDetail/PhoneNum05025823508
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03330 PInecroft Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Louisville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040219
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020775
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041473
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt047049
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt020698
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020775
IRS990EZ/Form990TotalAssetsGrp/EOYAmt041473
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017000
IRS990EZ/GrossReceiptsAmt047049
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020775
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041473
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020775
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041473
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/PersonNm0Marv Russow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Bridget Dunn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Oliver Barber
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Amy Brewer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09351
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To raise funds to support research for various illnesses
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To raise funds to support medical research and prevent child abuse
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt026351
IRS990EZ/TotalProgramServiceExpensesAmt017000
IRS990EZ/TotalRevenueAmt047049
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/a
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt047049
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt019094
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt017762
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt027490
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt022779
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0134174
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/PublicSupportTotal509Amt0134174
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt047049
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt019094
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt017762
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt027490
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt022779
IRS990ScheduleA/Total509Grp/TotalAmt0134174
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt047049
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt019094
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt017762
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt027490
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt022779
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0134174
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Scholarships, Grantee Individuals, Cash Grant 10,000, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity UFCW Leukemia Research Fund, Grantee UFCW Leukemia Research Fund, Cash Grant 7,000, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Fundraising 7,478
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supplies and Expenses 1,873
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 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Marv Russow
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pat Gorman Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PATG
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/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/PreparationDt02015-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dennis Jenkins
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-08-13T03:45:54-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,473
Liabilities
-
Net assets
$41,473
Revenue
$47,049
Expenses
$26,351
Net income
$20,698
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
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.47$0.26$0.21
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