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HEART OF KENTUCKY UNITED WAY, INC.

Company Details

Name: HEART OF KENTUCKY UNITED WAY, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 11 Mar 1994 (31 years ago)
Organization Date: 11 Mar 1994 (31 years ago)
Last Annual Report: 05 Sep 2024 (7 months ago)
Organization Number: 0327686
Industry: Social Services
Number of Employees: Small (0-19)
ZIP code: 40422
City: Danville
Primary County: Boyle County
Principal Office: 118 NORTH THIRD STREET, DANVILLE, KY 40422-1632
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HEART OF KENTUCKY UNITED WAY 401(K) PROFIT SHARING PLAN 2023 237166092 2024-07-23 HEART OF KENTUCKY UNITED WAY, INC. 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-07-01
Business code 813000
Sponsor’s telephone number 8592386986
Plan sponsor’s address 118 N THIRD STREET, DANVILLE, KY, 40422

Signature of

Role Plan administrator
Date 2024-07-23
Name of individual signing STEPHANIE S. BLEVINS
Valid signature Filed with authorized/valid electronic signature
HEART OF KENTUCKY UNITED WAY 401(K) PROFIT SHARING PLAN 2022 237166092 2023-06-16 HEART OF KENTUCKY UNITED WAY, INC. 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-07-01
Business code 813000
Sponsor’s telephone number 8592386986
Plan sponsor’s address 118 N THIRD STREET, DANVILLE, KY, 40422

Signature of

Role Plan administrator
Date 2023-06-16
Name of individual signing STEPHANIE S. BLEVINS
Valid signature Filed with authorized/valid electronic signature
HEART OF KENTUCKY UNITED WAY 401(K) PROFIT SHARING PLAN 2021 237166092 2022-06-30 HEART OF KENTUCKY UNITED WAY, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-07-01
Business code 813000
Sponsor’s telephone number 8592386986
Plan sponsor’s address 118 N THIRD STREET, DANVILLE, KY, 40422

Signature of

Role Plan administrator
Date 2022-06-30
Name of individual signing STEPHANIE S. BLEVINS
Valid signature Filed with authorized/valid electronic signature
HEART OF KENTUCKY UNITED WAY 401(K) PROFIT SHARING PLAN 2020 237166092 2021-05-10 HEART OF KENTUCKY UNITED WAY, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-07-01
Business code 813000
Sponsor’s telephone number 8592386986
Plan sponsor’s address 118 NORTH THIRD STREET, DANVILLE, KY, 40422
HEART OF KENTUCKY UNITED WAY 401(K) PROFIT SHARING PLAN 2019 237166092 2020-07-20 HEART OF KENTUCKY UNITED WAY, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-07-01
Business code 813000
Sponsor’s telephone number 8592386986
Plan sponsor’s address 118 NORTH THIRD STREET, DANVILLE, KY, 40422
HEART OF KENTUCKY UNITED WAY 401(K) PROFIT SHARING PLAN 2018 237166092 2019-06-27 HEART OF KENTUCKY UNITED WAY, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-07-01
Business code 813000
Sponsor’s telephone number 8592386986
Plan sponsor’s address 118 NORTH THIRD STREET, DANVILLE, KY, 40422
HEART OF KENTUCKY UNITED WAY 401(K) PROFIT SHARING PLAN 2017 237166092 2018-05-08 HEART OF KENTUCKY UNITED WAY, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-07-01
Business code 813000
Sponsor’s telephone number 8592386986
Plan sponsor’s address 118 NORTH THIRD STREET, DANVILLE, KY, 40422
HEART OF KENTUCKY UNITED WAY 401(K) PROFIT SHARING PLAN 2016 237166092 2017-05-08 HEART OF KENTUCKY UNITED WAY, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-07-01
Business code 813000
Sponsor’s telephone number 8592386986
Plan sponsor’s address 118 NORTH THIRD STREET, DANVILLE, KY, 40422

Signature of

Role Plan administrator
Date 2017-05-08
Name of individual signing STEPHANIE S. BLEVINS
Valid signature Filed with authorized/valid electronic signature
HEART OF KENTUCKY UNITED WAY 401(K) PROFIT SHARING PLAN 2015 237166092 2016-07-14 HEART OF KENTUCKY UNITED WAY, INC. 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-07-01
Business code 813000
Sponsor’s telephone number 8592386986
Plan sponsor’s address 118 NORTH THIRD STREET, DANVILLE, KY, 40422

Signature of

Role Plan administrator
Date 2016-07-14
Name of individual signing STEPHANIE S. BLEVINS
Valid signature Filed with authorized/valid electronic signature
HEART OF KENTUCKY UNITED WAY 401(K) PROFIT SHARING PLAN 2014 237166092 2015-05-21 HEART OF KENTUCKY UNITED WAY 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-07-01
Business code 813000
Sponsor’s telephone number 8592386986
Plan sponsor’s address 118 NORTH THIRD STREET, DANVILLE, KY, 40422

Signature of

Role Plan administrator
Date 2015-05-21
Name of individual signing STEPHANIE S. BLEVINS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/06/03/20140603153923P040376059395001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2011-07-01
Business code 813000
Sponsor’s telephone number 8592386986
Plan sponsor’s address 118 NORTH THIRD STREET, DANVILLE, KY, 40422

Signature of

Role Plan administrator
Date 2014-06-03
Name of individual signing STEPHANIE S. BLEVINS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/08/19/20130819083752P040357219827001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2011-07-01
Business code 813000
Sponsor’s telephone number 8592386986
Plan sponsor’s address 118 NORTH THIRD STREET, DANVILLE, KY, 40422

Signature of

Role Plan administrator
Date 2013-08-19
Name of individual signing JANIE B. PASS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/03/30/20150330100539P030211663041001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2000-06-01
Business code 813000
Sponsor’s telephone number 8592386986
Plan sponsor’s address 118 N. THIRD STREET, PO BOX 748, DANVILLE, KY, 404230748

Signature of

Role Plan administrator
Date 2015-03-30
Name of individual signing STEPHANIE BLEVINS
Valid signature Filed with authorized/valid electronic signature
Three-digit plan number (PN) 001
Effective date of plan 2000-06-01
Business code 813000
Sponsor’s telephone number 8592386986
Plan sponsor’s address 118 N. THIRD STREET, DANVILLE, KY, 40422

Signature of

Role Plan administrator
Date 2013-07-18
Name of individual signing JANIE B. PASS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/10/11/20121011063953P030001246660001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2000-06-01
Business code 813000
Sponsor’s telephone number 8592386986
Plan sponsor’s address 118 N. THIRD STREET, PO BOX 748, DANVILLE, KY, 404230748

Plan administrator’s name and address

Administrator’s EIN 237166092
Plan administrator’s name HEART OF KENTUCKY UNITED WAY
Plan administrator’s address 118 N. THIRD STREET, PO BOX 748, DANVILLE, KY, 404230748
Administrator’s telephone number 8592386986

Signature of

Role Plan administrator
Date 2012-10-11
Name of individual signing JANIE B. PASS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/07/18/20120718134710P030000486404001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2011-07-01
Business code 813000
Sponsor’s telephone number 8592386986
Plan sponsor’s address 118 NORTH THIRD STREET, DANVILLE, KY, 40422

Plan administrator’s name and address

Administrator’s EIN 237166092
Plan administrator’s name HEART OF KENTUCKY UNITED WAY
Plan administrator’s address 118 NORTH THIRD STREET, DANVILLE, KY, 40422
Administrator’s telephone number 8592386986

Signature of

Role Plan administrator
Date 2012-07-18
Name of individual signing JANIE B. PASS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/07/26/20110726103115P040103591825001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2000-06-01
Business code 813000
Sponsor’s telephone number 8592386986
Plan sponsor’s address 118 N. THIRD STREET, PO BOX 748, DANVILLE, KY, 404230748

Plan administrator’s name and address

Administrator’s EIN 237166092
Plan administrator’s name HEART OF KENTUCKY UNITED WAY
Plan administrator’s address 118 N. THIRD STREET, PO BOX 748, DANVILLE, KY, 404230748
Administrator’s telephone number 8592386986

Signature of

Role Plan administrator
Date 2011-07-26
Name of individual signing JANIE B. PASS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/10/06/20101006130836P070003186856001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2000-06-01
Business code 813000
Sponsor’s telephone number 8592386986
Plan sponsor’s address PO BOX 748, DANVILLE, KY, 40423

Plan administrator’s name and address

Administrator’s EIN 237166092
Plan administrator’s name HEART OF KENTUCKY UNITED WAY
Plan administrator’s address PO BOX 748, DANVILLE, KY, 40423
Administrator’s telephone number 8592386986

Signature of

Role Plan administrator
Date 2010-10-06
Name of individual signing JANIE B. PASS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-10-06
Name of individual signing JANIE B. PASS
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
STEPHANIE S. BLEVINS Registered Agent

President

Name Role
JAMIE DUNN President

Director

Name Role
MARY ANNA WELCH Director
LEON MAYO Director
LORRIE COLLIER Director
BETH GIBSON Director
RICHARD C. BAKER Director
RICHARD BOTTOMS Director
BILL BRINKLEY Director
RUBY DUNN Director
LEE GENTRY Director

Treasurer

Name Role
STEVE GASH Treasurer

Vice President

Name Role
PAMELA DEAKFORD Vice President

Signature

Name Role
NORMA SCHOTT Signature

Incorporator

Name Role
RICHARD C. BAKER Incorporator
RICHARD BOTTOMS Incorporator
BILL BRINKLEY Incorporator
RUBY DUNN Incorporator
LEE GENTRY Incorporator

Former Company Names

Name Action
THE UNITED WAY OF MERCER COUNTY, INC. Merger

Filings

Name File Date
Annual Report Amendment 2024-09-05
Annual Report 2024-02-29
Annual Report 2023-06-12
Annual Report 2022-08-08
Annual Report Amendment 2021-09-21
Annual Report 2021-02-23
Annual Report Amendment 2020-09-04
Reinstatement Certificate of Existence 2020-01-07
Reinstatement 2020-01-07
Reinstatement Approval Letter Revenue 2020-01-06

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
23-7166092 Association Unconditional Exemption 118 N 3RD ST, DANVILLE, KY, 40422-1632 1972-02
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 100,000 to 499,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 1404623
Income Amount 493368
Form 990 Revenue Amount 463691
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 HEART OF KENTUCKY UNITED WAY INC
EIN 23-7166092
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name HEART OF KENTUCKY UNITED WAY INC
EIN 23-7166092
Tax Period 201906
Filing Type E
Return Type 990
File View File
Organization Name HEART OF KENTUCKY UNITED WAY INC
EIN 23-7166092
Tax Period 201806
Filing Type E
Return Type 990
File View File
Organization Name HEART OF KENTUCKY UNITED WAY INC
EIN 23-7166092
Tax Period 201706
Filing Type E
Return Type 990
File View File
Organization Name HEART OF KENTUCKY UNITED WAY INC
EIN 23-7166092
Tax Period 201606
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5635177006 2020-04-06 0457 PPP 118 N 3RD ST, DANVILLE, KY, 40422-1632
Loan Status Date 2020-11-25
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 34400
Loan Approval Amount (current) 34400
Undisbursed Amount 0
Franchise Name -
Lender Location ID 26960
Servicing Lender Name The Farmers National Bank of Danville
Servicing Lender Address 304 W Main St, DANVILLE, KY, 40422-1814
Rural or Urban Indicator R
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address DANVILLE, BOYLE, KY, 40422-1632
Project Congressional District KY-01
Number of Employees 3
NAICS code 813319
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 26960
Originating Lender Name The Farmers National Bank of Danville
Originating Lender Address DANVILLE, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 34571.04
Forgiveness Paid Date 2020-10-13
2839748310 2021-01-21 0457 PPS 118 N 3rd St, Danville, KY, 40422-1632
Loan Status Date 2021-07-15
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 20200
Loan Approval Amount (current) 20200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 26960
Servicing Lender Name The Farmers National Bank of Danville
Servicing Lender Address 304 W Main St, DANVILLE, KY, 40422-1814
Rural or Urban Indicator R
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address Danville, BOYLE, KY, 40422-1632
Project Congressional District KY-01
Number of Employees 2
NAICS code 813219
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 26960
Originating Lender Name The Farmers National Bank of Danville
Originating Lender Address DANVILLE, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 20280.8
Forgiveness Paid Date 2021-06-15

Sources: Kentucky Secretary of State