Civic Intelligence

United Way of Franklin Co Inc

EIN 61-0709640 • 501(c)3 • Frankfort, KY

Profile

Our mission is to focus on the power of giving by promoting volunteerism and mobilizing financial resources to eliminate Franklin County's most compelling human service needs.

Refreshing map…

76-c Michael Davenport BlvdFrankfort, KY 40601
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

14th percentile

-52%

Higher net margin than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

16th percentile

-57%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$0

Down $396,635 (-100%) from 2019

Liabilities

Down

$0

Down $5,962 (-100%) from 2019

Net Assets

Down

$0

Down $390,673 (-100%) from 2019

Revenue

Down

$136,374

Down $183,263 (-57%) from 2019

Expenses

Down

$207,217

Down $186,982 (-47%) from 2019

Net Income

Up

-$70,843

Up $3,719 (+5.0%) from 2019

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2010: $840,600Liabilities 2010: $2,705Net Assets 2010: $837,8952010Assets 2011: $874,532Liabilities 2011: $7,781Net Assets 2011: $866,7512011Assets 2012: $872,388Liabilities 2012: $4,438Net Assets 2012: $867,9502012Assets 2013: $832,605Liabilities 2013: $3,198Net Assets 2013: $829,4072013Assets 2014: $820,422Liabilities 2014: $38,798Net Assets 2014: $781,6242014Assets 2015: $720,067Liabilities 2015: $37,613Net Assets 2015: $682,4542015Assets 2016: $608,819Liabilities 2016: $13,618Net Assets 2016: $595,2012016Assets 2017: $599,750Liabilities 2017: $30,547Net Assets 2017: $569,2032017Assets 2018: $585,493Liabilities 2018: $3,573Net Assets 2018: $581,9202018Assets 2019: $396,635Liabilities 2019: $5,962Net Assets 2019: $390,6732019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2010: $636,678Expenses 2010: $734,727Net Income 2010: -$98,0492010Revenue 2011: $671,412Expenses 2011: $642,556Net Income 2011: $28,8562011Revenue 2012: $680,470Expenses 2012: $679,271Net Income 2012: $1,1992012Revenue 2013: $594,902Expenses 2013: $633,445Net Income 2013: -$38,5432013Revenue 2014: $576,187Expenses 2014: $597,820Net Income 2014: -$21,6332014Revenue 2015: $477,659Expenses 2015: $576,829Net Income 2015: -$99,1702015Revenue 2016: $437,915Expenses 2016: $525,168Net Income 2016: -$87,2532016Revenue 2017: $469,617Expenses 2017: $466,325Net Income 2017: $3,2922017Revenue 2018: $535,096Expenses 2018: $450,391Net Income 2018: $84,7052018Revenue 2019: $319,637Expenses 2019: $394,199Net Income 2019: -$74,5622019Revenue 2020: $136,374Expenses 2020: $207,217Net Income 2020: -$70,8432020

Highlighted filing

2020

Revenue$136,374
Expenses$207,217
Net Income-$70,843

Filings

Latest Detailed Filing

The latest 2020 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 13, 2015
Return Version
2014v5.0
Gross Receipts
$609,562
Mission and Program Overview

Mission

Our mission is to focus on the power of giving by promoting volunteerism and mobilizing financial resources to eliminate Franklin County's most compelling human service needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$487,949$516,980▲ $29,031
Savings and Temporary Cash Investments$153,583$153,914▲ $331
Cash and Non-Interest-Bearing Accounts$184,883$143,207▼ $41,676
Land, Buildings, and Equipment, Net$5,200$3,997▼ $1,203
Prepaid Expenses and Deferred Charges$990$2,323▲ $1,333
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$832,605$820,422▼ $12,183
Other Assets Total-$1-
Liabilities
Accounts Payable and Accrued Expenses$26,946$36,589▲ $9,643
Other Liabilities$2,402$2,209▼ $193
Total Liabilities$29,348$38,798▲ $9,450
Net Assets / Fund Balance
Unrestricted Net Assets$803,257$781,624▼ $21,633
Total Net Assets Fund Balance$803,257$781,624▼ $21,633
Total Liabilities and Net Assets / Fund Balance$832,605$820,422▼ $12,183

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,997$22,398$26,395
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Randy RobertsExecutive DirectorFT$62,810$62,810

Board Members and Trustees

NameTitle
Schedule AttachedBoard
Revenue and Support

Revenue Composition

Contributions and Grants
$553,856
Program Service Revenue
$0
Investment Income
$373
Other Revenue
$21,958
All Other Contributions
$553,856
Change in Net Assets
$-21,633

Audited Revenue Reconciliation

Revenue per Audited Statements
$576,187
Total Revenue per Audited Statements
$576,187
Total Revenue per Form 990
$576,187
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$464,728
Salaries, Compensation, and Employee Benefits$95,441
Other Expenses$37,651
Total Fundraising Expense$25,967
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$464,728--$464,728
Current Officers, Directors, Trustees, and Key Employees$30,168$20,388$12,254$62,810
Other Salaries and Wages$11,777$7,959$4,784$24,520
Occupancy$6,393$4,320$2,597$13,310
Fees for Services Accounting$4,476$3,026$1,818$9,320
Payroll Taxes$3,209$2,169$1,303$6,681
Insurance$1,362$921$553$2,836
All Other Expenses$695$471$283$1,449
Other Employee Benefits$687$464$279$1,430
Depreciation Depletion$577$390$235$1,202
Other Expenses$321$217$131$669
Payment Travel Entrtnmnt Publicly Ofcl$247$167$101$515
Office Expenses$244$164$99$507
Advertising$29$19$12$60
Total Functional Expenses$528,651$43,202$25,967$597,820

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$597,820
Total Expenses per Audited Statements$597,820
Total Expenses per Form 990$597,820
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American Red CrossFrankfort, KY--$65,000
Salvation ArmyFrankfort, KY--$65,000
YMCA of FrankfortFrankfort, KY--$50,000
Senior CitizensFrankfort, KS--$45,000
Simon HouseFrankfort, KY--$30,000
Various OrganizationsFrankfort, KY--$28,478
Thornhill Learning CenterFrankfort, KY--$28,000
The King CenterFrankfort, KY--$27,500
Soup Kitchen Mens ShelterFrankfort, KY--$25,000
Sunshine CenterFrankfort, KY--$22,500
Girl ScoutsLexington, KY--$20,000
BGCAA - Sr Companion ProgramFrankfort, KY--$15,000
Emergncy CommunityFood PantryFrankfort, KY--$15,000
Boy ScoutsLexington, KY--$13,250
Council on Family AbuseFrankfort, KY--$8,000
Nursing Home OmbudsmanLexington, KY--$7,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$55,333
Fundraising Direct Expenses$33,375
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$55,333$55,333$33,375$21,958
Total Events$55,333$55,333$33,375$21,958
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Withholdings$2,209
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Reviewed by executive director, Board President, and Audit Chair

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Available upon request

Filing and Contact Details

Filer

Filer Name
United Way of Franklin Co Inc
EIN
61-0709640
Phone
5028751675
Address
76-C MICHAEL DAVENPORT BLVD, FRANKFORT, KY 40601

Signing Officer

Name
Randy Roberts
Title
Executive Director
Signed
2015-11-13
Discuss with paid preparer
Yes

Organization Details

Formed
1944
Legal Domicile
Ky
Voting Board Members
21
Independent Board Members
21
Employees
3

Preparer

Firm
W Dudley Shryock CPA PSC
Address
145 College Street, Lawrenceburg, KY 40342-1101
Preparer
W Dudley Shryock
Phone
5028398112
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Boy Scouts
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Council on Family Abuse
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Emergncy CommunityFood Pantry
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5Girl Scouts
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6Nursing Home Ombudsman
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9Simon House
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10Soup Kitchen Mens Shelter
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11Sunshine Center
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12The King Center
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt13Thornhill Learning Center
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt14Various Organizations
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt15YMCA of Frankfort
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