2024-12-11T14:42:34-06:00 2024-06-30 994625061 CRI ADVISORS LLC 922 STATE STREET SUITE 100 BOWLING GREEN KY 42101 990 2023-07-01 610590564 UNITED WAY OF SOUTHERN KENTUCKY INC UNIT 2708433205 1110 COLLEGE STREET BOWLING GREEN KY 42102 DEBBIE HILLS PRESIDENT 2708433205 2024-12-10 1 1 SHELLY G COMPTON P00365983 2707820700 2024-12-10 2023 2024-10-15 13:58:12Z DEBBIE HILLS 1110 COLLEGE STREET BOWLING GREEN KY 42102 3374543 0 X WWW.UWSK.ORG X 1956 KY TO BE THE LEADER IN BRINGING TOGETHER THE RESOURCES TO BUILD A STRONGER, MORE CARING COMMUNITY. 28 27 19 1174 0 0 2835210 2099342 293380 327502 113298 151958 130854 242052 3372742 2820854 4474174 1471372 0 0 507447 689304 0 0 109170 549621 547033 5531242 2707709 -2158500 113145 6810534 4963190 3393426 1400209 3417108 3562981 X TO BE THE LEADER IN BRINGING TOGETHER THE RESOURCES TO BUILD A STRONGER, MORE CARING COMMUNITY. 0 0 1216886 1106611 FUND DISTRIBUTION:UNITED WAY OF SOUTHERN KENTUCKY'S FUND DISTRIBUTION PROCESS ALLOCATED $1,106,611 TO PROGRAMS SERVING THE 10-COUNTY SERVICE AREA. FUNDING WAS AWARDED TO MORE THAN 51 PROGRAMS IMPACTING UNITED WAY OF SOUTHERN KENTUCKY'S SEVEN PRIORITY FOCUS AREAS OF EDUCATION: KINDERGARTEN READINESS, COLLEGE & CAREER READINESS; INCOME: WORKFORCE DEVELOPMENT; HEALTH: ACCESS TO AFFORDABLE HEALTH CARE, SAFE HOME & COMMUNITY; SAFETY NET: ACCESS TO BASIC NEEDS AND TRANSPORTATION. THIS VOLUNTEER-DRIVEN PROCESS CONCENTRATES ON A PROGRAM'S ABILITY TO ADDRESS THE ROOT CAUSE OF ISSUES RATHER THAN TREATING THE SYMPTOMS. IN ADDITION TO THE FUND DISTRIBUTION PROGRAM, A HALLMARK OF UNITED WAY, AN ADDITIONAL $35,814 IN DONOR DIRECTED CONTRIBUTIONS WERE PROCESSED AND DISTRIBUTED. 314139 131287 KINDERGARTEN READINESS:IN ORDER TO ENSURE CHILDREN HAVE THE SKILLS NEEDED TO ENTER KINDERGARTEN READY TO LEARN, UNITED WAY CONTINUED THE KINDERGARTEN READINESS CAMPAIGN THAT STARTED IN 2016/17 TO HELP EDUCATE PARENTS ABOUT HOW TO BETTER PREPARE THEIR CHILDREN FOR DAY ONE OF KINDERGARTEN. AS PART OF THIS EFFORT, UNITED WAY ENCOURAGES PARENTS TO READ, PLAY, COUNT, AND LOG OFF WITH THEIR CHILDREN. PARENTS CAN LOG ONTO THE UNITED WAY MICROSITE MYCHILDISREADY.COM TO FIND INFORMATION TO DETERMINE IF THEIR CHILD IS KINDERGARTEN READY AND IF NOT, HOW THEY CAN ADAPT EVERYDAY ACTIVITIES TO INCREASE THE LEVEL OF THEIR CHILD'S READINESS. ANOTHER CRITICAL COMPONENT IN UNITED WAY'S WORK IN EARLY CHILDHOOD EDUCATION IS THE EXPANSION OF AN ADDITIONAL BORN LEARNING TRAIL, AND UNITED WAY CONTINUES TO EXPAND ITS EFFORTS TO ENROLL ELIGIBLE CHILDREN IN THE DOLLY PARTON IMAGINATION LIBRARY PROGRAM. SINCE UNITED WAY BEGAN THE MANAGEMENT AND FACILITATION OF THE PROGRAM IN 2011, MORE THAN 689,533 BOOKS HAVE BEEN DISTRIBUTED; BETWEEN JULY 2023 AND JUNE 2024 A TOTAL OF 103,652 BOOKS WERE DISTRIBUTED. 293940 290569 SOUTHERN KENTUCKY 2-1-1:IN JULY 2023 SOUTHERN KENTUCKY 2-1-1 COMPLETED ITS EIGHTH YEAR OF INFORMATION AND REFERRAL SERVICES TO THE RESIDENTS OF THE ALLEN, BARREN, BUTLER, EDMONSON, HART, LOGAN, METCALFE, MONROE, SIMPSON AND WARREN COUNTIES. IN JANUARY 2021 TEXT SERVICES BECAME AVAILABLE, ADDING ANOTHER WAY THOSE IN NEED COULD REACH OUT TO 2-1-1. IN FY2024, SOUTHERN KENTUCKY 2-1-1 PROVIDED MORE THAN 7,362 CONTACTS WITH INFORMATION ABOUT UTILITY ASSISTANCE, FOOD PANTRIES, RENT ASSISTANCE, EMERGENCY SHELTER, CHILDCARE, EMPLOYMENT, TRANSPORTATION, AND CLOTHING, AND MORE. CONTACTS VIA TELEPHONE OR TEXT ARE ANSWERED 24/7/365, AND OUR ONLINE PUBLIC SEARCH ABOUT AVAILABLE SERVICES CAN BE ACCESSED THROUGH WWW.NAVIGATERESOURCES.NET/UWSK/. THE OPENING OF SOUTHERN KENTUCKY 2-1-1 IN JULY 2016 MADE INFORMATION ABOUT COMMUNITY SERVICES AVAILABLE TO MORE THAN 60% OF KENTUCKIANS, AND IN 2021, 2-1-1 SERVICES BECAME AVAILABLE STATE-WIDE. SINCE OPENING, A TOTAL OF 59,272 CONTACTS HAVE COME INTO THE CENTER. 359072 364761 114565 UWSK COORDINATES MANY DIRECT IMPACT SERVICES TO OUR COMMUNITIES. IN THE 2023/24 FISCAL YEAR $287,094 WAS DISTRIBUTED TO ADDRESS THE IMPACT OF DEVASTATING TORNADOS IN OUR COMMUNITIES IN 2021/22. ADDITIONALLY UNITED WAY HELD ANNUAL FEED THE NEED FOOD DRIVE AND DAY OF CARING EVENTS, AND WORKED TO CONTINUE PUBLIC AWARENESS OF THE IMPORTANCE OF EARLY CHILDHOOD EDUCATION. 359072 364761 114565 2184037 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 19 1 0 0 0 0 0 0 0 0 0 0 X 28 27 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KY TN X X X THE ORGANIZATION 2708433205 1110 COLLEGE STREET BOWLING GREEN KY 42102 DONNA HARMON DIRECTOR 1.00 X 0 0 0 TOMMY ADAMS DIRECTOR 1.00 X 0 0 0 STEVE THURMOND DIRECTOR 1.00 X 0 0 0 ROB CLAYTON DIRECTOR 1.00 X 0 0 0 TODD KANIPE TREASURER 1.00 X X 0 0 0 MILLI MCINTOSH CHAIR-ELECT 1.00 X X 0 0 0 DARREN WOODRUFF CHAIRMAN 1.00 X X 0 0 0 TAD PARDUE DIRECTOR 1.00 X 0 0 0 ANN PUCKETT DIRECTOR 1.00 X 0 0 0 STEVE SINCLAIR DIRECTOR 1.00 X 0 0 0 TODD STEWART DIRECTOR 1.00 X 0 0 0 TOM FLYNN DIRECTOR 1.00 X 0 0 0 ZACH MASSEY DIRECTOR 1.00 X 0 0 0 MELISSA CONLEY DIRECTOR 1.00 X 0 0 0 DAVE FORNEY DIRECTOR 1.00 X 0 0 0 LINDSEY SANSON IMMEDIATE PAST CHAIRMAN 1.00 X X 0 0 0 JON THOMASON DIRECTOR 1.00 X 0 0 0 LEYDA BECKER DIRECTOR 1.00 X 0 0 0 SUZANNE OGAWA DIRECTOR 1.00 X 0 0 0 CANDY PEAY DIRECTOR 1.00 X 0 0 0 MARK GARDNER DIRECTOR 1.00 X 0 0 0 JAMES MCCASLIN DIRECTOR 1.00 X 0 0 0 LINDSAY PORTER DIRECTOR 1.00 X 0 0 0 SHARON BLEVINS DIRECTOR 1.00 X 0 0 0 TERESA HAYES DIRECTOR 1.00 X 0 0 0 JULIE MILAM DIRECTOR 1.00 X 0 0 0 ABBY MILLIKEN DIRECTOR 1.00 X 0 0 0 DEBBIE HILLS PRESIDENT/CEO 40.00 X 124478 0 21991 124478 0 21991 1 0 0 0 0 47549 17894 2033899 2099342 SOUTHERN KENTUCKY 2-1- 624100 271001 271001 EARLY CHILDHOOD EDUCAT 624100 56501 56501 327502 126765 126765 557081 531888 25193 25193 25193 263485 17894 21801 241684 241684 REIMBURSEMENT OF EXPEN 624100 368 368 368 2820854 353063 0 368449 1471372 1471372 536809 301579 172423 62807 152495 85671 48982 17842 21264 21264 102824 30593 72231 128234 85525 31796 10913 7705 4571 1361 1773 4202 2339 1760 103 26881 3017 23236 628 16413 9220 5272 1921 12595 7599 3662 1334 SUPPLIES 119912 116631 2405 876 REPAIRS & MAINTENANCE 67415 38951 20864 7600 UTILITIES 22532 14425 5662 2445 MISCELLANEOUS 14154 10691 2799 664 2902 1853 785 264 2707709 2184037 414502 109170 100 100 3013115 874152 824217 844456 21169 22889 504225 340428 177210 163797 2565416 2841533 209307 216263 6810534 4963190 2290038 254784 1103388 1145425 3393426 1400209 X 2222262 2461679 1194846 1101302 3417108 3562981 6810534 4963190 X 113145 161367 -128639 X 0 1 X 1 0 X 2430226 1903429 5228599 2826771 2081448 14470473 2430226 1903429 5228599 2826771 2081448 14470473 14470473 88738 95725 314835 113298 151958 764554 15235027 0.94980 0.95340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 209695 32766 242461 189027 20668 209695 121258 100000 -32231 189027 89872 31386 121258 37465 50000 2407 89872 1.00000 0 0 26000 26000 351199 226814 124385 127026 113614 13412 163797 X 2917079 161367 63497 224864 2692215 128639 128639 2820854 2771206 63497 63497 2707709 0 2707709 PART X, LINE 2: UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THE ORGANIZATION IS EXEMPT FROM TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. THERE WAS NO UNRELATED BUSINESS TAXABLE INCOME FOR THE YEARS ENDED JUNE 30, 2024 AND 2023. THE ORGANIZATION UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORELIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF JUNE 30, 2024 AND 2023, THE ORGANIZATION HAS NO UNCERTAIN TAX PROVISIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: ALLOWANCE FOR UNCOLLECTIBLE PLEDGES 128,639 HANDBAGS FOR HOPE 263485 263485 21801 1 17894 17894 281379 17894 263485 21801 21801 241684 0 ALLEN COUNTY SCHOOLS FRC 570 OLIVER STREET SCOTTSVILLE KY 42164 616001355 170(C)(1) 24500 0 PROGRAM OPERATING COSTS BARREN COUNTY SCHOOLS 202 W WASHINGTON STREET GLASGOW KY 42141 616001283 170(C)(1) 10000 0 PROGRAM OPERATING COSTS BARREN RIVER AREA SAFE SPACE INC P O BOX 1941 BOWLING GREEN KY 421021941 610977016 501(C)(3) 63333 0 PROGRAM OPERATING COSTS BARREN RIVER LONG TERM CARE OMBUDSMAN 1700 DESTINY LANE BOWLING GREEN KY 42104 610916523 501(C)(3) 67626 0 PROGRAM OPERATING COSTS BOYS & GIRLS CLUB OF BOWLING GREEN P O BOX 872 BOWLING GREEN KY 421020872 610482974 501(C)(3) 30000 0 PROGRAM OPERATING COSTS CAVERNA INDEPENDENT SCHOOLS 1102 N DIXIE HIGHWAY CAVE CITY KY 42127 616002422 501(C)(3) 12500 0 PROGRAM OPERATING COSTS FAMILY ENRICHMENT CENTER 1133 ADAMS STREET BOWLING GREEN KY 42101 610956466 501(C)(3) 170524 0 PROGRAM OPERATING COSTS FOUNDRY CHRISTIAN COMMUNITY CENTER - FOUNDRY PROGRAM 531 WEST 11TH AVENUE BOWLING GREEN KY 42101 273822705 501(C)(3) 67237 0 PROGRAM OPERATING COSTS GLEAN KY SOUTH CENTRAL 628 NORTH BROADWAY LEXINGTON KY 40508 274087963 501(C)(3) 15000 0 PROGRAM OPERATING COSTS HOUSING AUTHORITY - WROTE PROGRAM P O BOX 116 BOWLING GREEN KY 421020116 611303266 501(C)(3) 42153 0 PROGRAM OPERATING COSTS KENTUCKY LEGAL AID INC 1700 DESTINY LANE BOWLING GREEN KY 42104 610916523 501(C)(3) 163386 0 PROGRAM OPERATING COSTS LOGAN COUNTY GOOD SAMARITAN P O BOX 1602 RUSSELLVILLE KY 42276 611307117 501(C)(3) 20091 0 PROGRAM OPERATING COSTS REFUGE BG 601 GRAHAM DRIVE BOWLING GREEN KY 42101 832610788 501(C)(3) 30182 0 PROGRAM OPERATING COSTS SIMPSON CTY SCHOOLS 430 S COLLEGE STREET FRANKLIN KY 42134 616001281 170(C)(1) 7500 0 PROGRAM OPERATING COSTS SOUTHCENTRAL KENTUCKY COMMUNITY & TECHNICAL COLLEGE FOUNDATION 1845 LOOP DRIVE BOWLING GREEN KY 42101 020738080 501(C)(3) 12500 0 PROGRAM OPERATING COSTS UNITED WAY OF THE COALFIELD 1 SOUTH MAIN STREET MADISONVILLE KY 42431 610732633 501(C)(3) 9546 0 PROGRAM OPERATING COSTS WARREN COUNTY SCHOOLS 303 LOVERS LANE BOWLING GREEN KY 42103 616001247 170(C)(1) 113910 0 PROGRAM OPERATING COSTS FRANKLIN-SIMPSON GOOD SAMARITAN 111 SOUTH MAIN STREET FRANKLIN KY 42134 611220675 501(C)(3) 6500 0 PROGRAM OPERATING COSTS LOGAN COUNTY SKILLS (FNA ADULT EDUCATION) PO BOX 880 RUSSELLVILLE KY 42276 610600439 170(C)(1) 7500 0 DONOR DESIGNATED FOR GENERAL SUPPORT RUSSELLVILLE SCHOOLS 355 SOUTH SUMMER STREET RUSSELLVILLE KY 42276 616001174 501(C)(3) 25000 0 PROGRAM OPERATING COSTS BOWLING GREEN INDEPENDENT SCHOOLS 1211 CENTER STREET BOWLING GREEN KY 42101 616001390 501(C)(3) 22500 0 PROGRAM OPERATING COSTS BUTLER COUNTY SCHOOLS 203 N TYLER STREET MORGANTOWN KY 42261 616001326 170(C)(1) 18500 0 PROGRAM OPERATING COSTS CARE USTZ PO BOX 114 BOWLING GREEN KY 42102 872173508 501(C)(3) 10000 0 PROGRAM OPERATING COSTS DOWN SYNDROME OF SOUTHERN KENTUCKY PO BOX 1611 BOWLING GREEN KY 421021611 611357521 501(C)(3) 8067 0 PROGRAM OPERATING COSTS FIRST CHRISTIAN CHURCH - COMMUNITY GROCERY 1106 STATE STREET BOWLING GREEN KY 42101 610525166 501(C)(3) 28000 0 PROGRAM OPERATING COSTS JUNIOR ACHIEVEMENT OF SOUTH CENTRAL KENTUCKY 2501 CROSSINGS BLVD SUITE 101-103 BOWLING GREEN KY 42104 841267604 501(C)(3) 17000 0 PROGRAM OPERATING COSTS MORGANTOWN MISSION PO BOX 580 MORGANTOWN KY 42261 611320445 501(C)(3) 10000 0 PROGRAM OPERATING COSTS NEW PATH RECOVERY HOME 418 IROQUOIS DRIVE BOWLING GREEN KY 42103 854313147 501(C)(3) 12000 0 PROGRAM OPERATING COSTS PART I, LINE 2: AGENCIES ARE AWARDED GRANT FUNDS FOR PROGRAM OPERATING COSTS TO ACCOMPLISH SPECIFIC OBJECTIVES. THESE AGENCIES ARE SUBJECTED TO A PROGRAM REVIEW OF THEIR FINANCES AND THEIR WORK TO ACHIEVE FUNDED PROGRAM OBJECTIVES. FORM 990, PART VI, SECTION A, LINE 2 THERE IS A BUSINESS RELATIONSHIP BETWEEN DIRECTORS JON THOMASON AND ANN PUCKETT. THE TWO DIRECTORS ARE BOTH EMPLOYED BY FORVIS MAZARS. THERE IS A BUSINESS RELATIONSHIP BETWEEN DIRECTORS MELISSA CONLEY AND SUZANNE OGAWA. THE TWO DIRECTORS HAVE BEEN EMPLOYED BY FRUIT OF THE LOOM. THERE IS A BUSINESS RELATIONSHIP BETWEEN STEVE SINCLAIR AND TOMMY ADAMS. TOMMY ADAMS IS STEVE SINCLAIRS INSURANCE AGENT. FORM 990, PART VI, SECTION B, LINE 11B DRAFT COPY OF TAX RETURN IS REVIEWED BY EXECUTIVE COMMITTEE BEFORE FILING. ONCE APPROVED, TAX RETURN IS FINALIZED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES NEW INCOMING DIRECTORS TO SIGN CONFLICT OF INTEREST STATEMENTS. IN ADDITION, THE ORGANIZATION REQUIRES THE DIRECTORS TO UPDATE THEIR DISCLOSURE FORMS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 DIRECTORS REVIEW ANNUALLY THE "HUMAN CAPITAL SURVEY" PUBLISHED BY UNITED WAY WORLDWIDE TO COMPARE COMPENSATION OF OTHER LIKE-SIZED CHAPTERS. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATIONAL DOCUMENTS PROVIDED UPON REQUEST. FORM 990, PART XI, LINE 9: ALLOWANCE FOR UNCOLLECTIBLE PLEDGES -128,639.