HEART OF KENTUCKY UNITED WAY INC (EIN 237166092) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1972

Legal Domicile

Principal Officer

STEPHANIE BLEVINS

Phone

8592386986

Tax Period

2023-07-01 to 2024-06-30

HEART OF KENTUCKY UNITED WAY INC, founded in 1972, is a small nonprofit that reported $396K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Expenses of $524K exceeded revenue, resulting in a 32% operating deficit.

Mission

HEART OF KENTUCKY UNITED WAY ADVANCES THE COMMON GOOD BY CREATING OPPORTUNITIES FOR A BETTER LIFE FOR ALL.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $343,380

Program Service Revenue $0

Investment Income $37,128

Other Revenue $15,639

TOTAL REVENUE $396,147

Expense Breakdown

Grants Paid $216,000

Salaries & Benefits $165,054

Fundraising Expenses $58,753

Program Expenses $321,631

Other Expenses $143,198

TOTAL EXPENSES $524,252

Year-over-Year Comparison

	2023	2022	Change
Revenue	$396,147	$463,691	-0.1%
Expenses	$524,252	$475,404	+0.1%
Net Income	$-128,105	$-11,713	+9.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

250

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$95,409

Total Directors

$95,409

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHANIE BLEVINS	SECRETARY	40.00	Officer Director	$95,409	$0	$95,409
ALLEN GOLDIE	DIRECTOR	1.00	Director	$0	$0	$0
JOHN FUNKHOUSER	DIRECTOR	1.00	Director	$0	$0	$0
JERRY CARTER	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER COCHRAN	TREASURER	1.00	Officer Director	$0	$0	$0
BOONE LOGAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KATIE FARTHING	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN DUNCAN	PRESIDENT	1.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$396,147	$524,252	$1,339,304	$-128,105
2023	$463,691	$475,404	$1,404,623	$-11,713
2022	$594,318	$630,128	$1,373,717	$-35,810
2021	$589,425	$541,350	$1,473,963	$48,075
2020	$683,542	$594,961	$1,275,669	$88,581
2019	$634,098	$723,416	$1,201,732	$-89,318
2018	$639,886	$724,809	$1,309,404	$-84,923

HEART OF KENTUCKY UNITED WAY INC