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UNITED WAY OF KENTUCKY, INCORPORATED

Company Details

Name: UNITED WAY OF KENTUCKY, INCORPORATED
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 20 Jun 1984 (41 years ago)
Organization Date: 20 Jun 1984 (41 years ago)
Last Annual Report: 13 Aug 2024 (8 months ago)
Organization Number: 0190829
Industry: Social Services
Number of Employees: Small (0-19)
ZIP code: 40204
City: Louisville
Primary County: Jefferson County
Principal Office: P O BOX 4653, LOUISVILLE, KY 40204
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF KENTUCKY 2012 311106795 2016-04-12 UNITED WAY OF KENTUCKY 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-06-01
Business code 813000
Sponsor’s telephone number 5025896897
Plan sponsor’s address P. O. BOX 4653, LOUISVILLE, KY, 40204

Signature of

Role Plan administrator
Date 2016-04-12
Name of individual signing KEVIN MIDDLETON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-04-12
Name of individual signing KEVIN MIDDLETON
Valid signature Filed with authorized/valid electronic signature
TAX DEFERRED ANNUITY PLAN FOR UNITED WAY OF KENTUCKY 2011 311106795 2012-07-31 UNITED WAY OF KENTUCKY 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-06-01
Business code 813000
Sponsor’s telephone number 5022925343
Plan sponsor’s address P. O. BOX 4653, LOUISVILLE, KY, 40204

Plan administrator’s name and address

Administrator’s EIN 311106795
Plan administrator’s name UNITED WAY OF KENTUCKY
Plan administrator’s address P. O. BOX 4653, LOUISVILLE, KY, 40204
Administrator’s telephone number 5022925343

Signature of

Role Plan administrator
Date 2012-07-31
Name of individual signing DEBORAH DAVIS
Valid signature Filed with authorized/valid electronic signature
TAX DEFERRED ANNUNITY PLAN OF UNITED WAY OF KENTUCKY 2010 311106795 2011-10-17 UNITED WAY OF KENTUCKY 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-06-01
Business code 813000
Sponsor’s telephone number 5022925343
Plan sponsor’s address P. O. BOX 4653, LOUISVILLE, KY, 40204

Plan administrator’s name and address

Administrator’s EIN 311106795
Plan administrator’s name UNITED WAY OF KENTUCKY
Plan administrator’s address P. O. BOX 4653, LOUISVILLE, KY, 40204
Administrator’s telephone number 5022925343

Signature of

Role Plan administrator
Date 2011-10-17
Name of individual signing DEBORAH DAVIS
Valid signature Filed with authorized/valid electronic signature
TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF KENTUCKY 2009 311106795 2010-10-12 UNITED WAY OF KENTUCKY 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-06-01
Business code 813000
Sponsor’s telephone number 5025896897
Plan sponsor’s address PO BOX 4653, LOUISVILLE, KY, 40204

Plan administrator’s name and address

Administrator’s EIN 311106795
Plan administrator’s name UNITED WAY OF KENTUCKY
Plan administrator’s address PO BOX 4653, LOUISVILLE, KY, 40204
Administrator’s telephone number 5025896897

Signature of

Role Plan administrator
Date 2010-10-12
Name of individual signing TERRY TOLAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-10-12
Name of individual signing TERRY TOLAN
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role
Ron Bridges Officer
Margaret Elder Officer
Timothy Johnson Officer
Jacqueline Pitts Officer

Treasurer

Name Role
Kevin Kyde Treasurer

President

Name Role
Kevin Middleton President

Director

Name Role
Betsy Burkeen Director
Chelsea Granville-Reed Director
Kevin Etter Director
Pat Hargadon Director
Casie Kichler Director
Maegan Mansfield Director
Mandy Marler Director
Ben Mohler Director
Jennifer NeSmith Director
Kim Phelps Director

Registered Agent

Name Role
KEVIN T MIDDLETON Registered Agent

Incorporator

Name Role
DONALD MOSSMAN, II Incorporator
JOHNNY WILLIAMS Incorporator

Filings

Name File Date
Annual Report 2024-08-13
Annual Report 2023-06-27
Annual Report 2022-06-30
Registered Agent name/address change 2021-06-28
Annual Report 2021-06-28
Annual Report 2020-07-01
Annual Report 2019-06-24
Annual Report 2018-06-28
Annual Report 2017-05-01
Registered Agent name/address change 2016-09-12

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
31-1106795 Corporation Unconditional Exemption 334 E BROADWAY SUITE 308, LOUISVILLE, KY, 40202-1739 1984-09
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2023-06
Asset 1,000,000 to 4,999,999
Income 500,000 to 999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 3024179
Income Amount 944316
Form 990 Revenue Amount 944316
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name UNITED WAY OF KENTUCKY INC
EIN 31-1106795
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF KENTUCKY INC
EIN 31-1106795
Tax Period 202006
Filing Type P
Return Type 990
File View File
Organization Name UNITED WAY OF KENTUCKY INC
EIN 31-1106795
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF KENTUCKY INCORPORATED
EIN 31-1106795
Tax Period 201812
Filing Type P
Return Type 990
File View File
Organization Name UNITED WAY OF KENTUCKY INCORPORATED
EIN 31-1106795
Tax Period 201712
Filing Type P
Return Type 990
File View File
Organization Name UNITED WAY OF KENTUCKY INCORPORATED
EIN 31-1106795
Tax Period 201612
Filing Type P
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3413047106 2020-04-11 0457 PPP 334 E BROADWAY, LOUISVILLE, KY, 40202-1704
Loan Status Date 2021-07-10
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 31100
Loan Approval Amount (current) 31100
Undisbursed Amount 0
Franchise Name -
Lender Location ID 44449
Servicing Lender Name PNC Bank, National Association
Servicing Lender Address 222 Delaware Ave, WILMINGTON, DE, 19801-1621
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address LOUISVILLE, JEFFERSON, KY, 40202-1704
Project Congressional District KY-03
Number of Employees 3
NAICS code 813219
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 44449
Originating Lender Name PNC Bank, National Association
Originating Lender Address WILMINGTON, DE
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 31468.88
Forgiveness Paid Date 2021-06-22

Sources: Kentucky Secretary of State