United Way Of The Bluegrass Inc is located in Lexington, KY. The organization was established in 1955. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2021, United Way Of The Bluegrass Inc employed 38 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Way Of The Bluegrass Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, United Way Of The Bluegrass Inc generated $5.4m in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (1.3%) each year. All expenses for the organization totaled $4.3m during the year ending 06/2021. As we would expect to see with falling revenues, expenses have declined by (4.4%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, United Way Of The Bluegrass Inc has awarded 489 individual grants totaling $14,188,694. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
UNITED WAY OF THE BLUEGRASS (UWBG) FIGHTS FOR THE BASIC NEEDS, EDUCATION AND FINANCIAL STABILITY OF EVERY PERSON IN CENTRAL KENTUCKY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
SUPPORTING COMMUNITY PROGRAMS: UWBG HELPS CREATE OPPORTUNITIES FOR A BETTER LIFE FOR ALL. WE MAKE STRATEGIC INVESTMENTS IN PROGRAMS SERVING LOW TO MODERATE-INCOME AND UNDERSERVED CENTRAL KENTUCKIANS IN THE AREAS OF EDUCATION, INCOME, AND BASIC NEEDS. WE ALSO SERVE AS AN INCUBATOR FOR NEW PROGRAMS, AND A CONVENER OF PARTNERSHIPS OF NONPROFITS SEEKING TO IMPROVE LIVES BY WORKING TOGETHER. UWBG SERVES TEN CENTRAL KENTUCKY COMMUNITIES INCLUDING: ANDERSON, BOURBON, CLARK, FAYETTE, FRANKLIN, JESSAMINE, MADISON, MONTGOMERY, SCOTT AND WOODFORD COUNTIES. UWBG IS A CONVENER, COLLABORATOR AND CATALYST FOR CHANGE FOR LONG-TERM SOLUTIONS FOR CENTRAL KENTUCKY COMMUNITIES. WE INVEST DONOR DOLLARS INTO PROGRAMMATIC SOLUTIONS THAT ARE MAKING A DIFFERENCE AND SUPPORTING LOW TO MODERATE-INCOME AND UNDERSERVED FAMILIES AND CHILDREN. WE HAVE DEVELOPED SYSTEMS TO EVALUATE THE QUALITY AND SUCCESS OF THE PROGRAMS AND PARTNERS THAT OUR INVESTORS HELP FUND, SO THAT THEY CAN BE ASSURED THAT THEIR DOLLARS WILL HAVE MAXIMUM IMPACT ON THEIR COMMUNITY. WE BELIEVE THAT OUR COMMUNITIES CAN ONLY AFFECT LONG-TERM POSITIVE CHANGE BY WORKING TOGETHER AND LIVING UNITED. WE ARE PROUD TO SERVE AS A VEHICLE THROUGH WHICH MEMBERS OF OUR COMMUNITY CAN JOIN TOGETHER AND MAKE A POWERFUL IMPACT ON THE EDUCATION, INCOME, AND BASIC NEEDS OF OUR COMMUNITY.
UNITED WAY-AIRS 211: UNITED WAY OF THE BLUEGRASS 211 CONNECTS PEOPLE WITH RESOURCES THAT ARE AVAILABLE IN THEIR COMMUNITY VIA PHONE, CHAT, TEXT MESSAGING, MOBILE APPS AND THE 211 WEBSITES. 211 HELPS THOUSANDS OF PEOPLE IN 92 KENTUCKY COUNTIES EACH YEAR. IN ADDITION TO THE WORK 211 HAS HISTORICALLY DONE IN CENTRAL KENTUCKY, THE 211 CONTACT CENTER HAS CONTRACTS THAT HAVE EXPANDED THE REACH OF THE UWBG 211-PROGRAM. IN PARTNERSHIP WITH THE STATE'S CABINET FOR HEALTH AND FAMILY SERVICES, UWBG 2-1-1 HAS GONE LIVE WITH THE REMAINDER OF COUNTIES IN KY (92 OUT OF 120) THAT DIDN'T PREVIOUSLY HAVE 2-1-1 SERVICE. 2-1-1 IS NOW AVAILABLE TO ALL KENTUCKIANS AND EFFORTS ARE ONGOING IN PARTNERSHIP WITH OTHER LOCAL 2-1-1 PROVIDERS AND UWKY TO PROMOTE THE SERVICE ACROSS THE ENTIRE COMMONWEALTH.
CENTRAL KENTUCKY ECONOMIC EMPOWERMENT PROGRAM (CKEEP): THE CENTRAL KENTUCKY ECONOMIC EMPOWERMENT PROGRAM (CKEEP) IS A COALITION, LED BY UNITED WAY OF THE BLUEGRASS THAT PARTNERS WITH THE IRS TO PROVIDE FREE TAX PREPARATION TO LOW AND MODERATE-INCOME FAMILIES, RAISE AWARENESS ABOUT THE EARNED INCOME TAX CREDIT (EITC) AND HELP FAMILIES BUILD ASSETS IN THE GREATER LEXINGTON REGION. CKEEP IS A COALITION MEMBER OF THE KENTUCKY ASSET SUCCESS INITIATIVE (KASI) WHICH IS THE OVERARCHING VOLUNTEER INCOME TAX ASSISTANCE (VITA) INITIATIVE FOR 80 COUNTIES IN THE STATE OF KENTUCKY. UNITED WAY OF THE BLUEGRASS SERVES AS THE VITA GRANT RECIPIENT AND FISCAL AGENT FOR KASI AND ITS FIVE REGIONAL COALITIONS. THANKS TO THE WORK OF HUNDREDS OF VOLUNTEER TAX PREPARERS WITH OUR VITA PROGRAM, FAMILIES ARE ABLE TO SAVE THEIR MUCH-NEEDED MONEY WHILE STRENGTHENING OUR OVERALL ECONOMY. EACH YEAR, MILLIONS OF DOLLARS ARE LOST BY HARD-WORKING FAMILIES IN THE BLUEGRASS WHO DO NOT FILE FOR THEIR EARNED INCOME TAX CREDIT (EITC) DURING TAX TIME. THE IRS ESTIMATES THAT APPROXIMATELY 20 TO 25 PERCENT OF THOSE ELIGIBLE FOR THE CREDIT DO NOT CLAIM IT BECAUSE THEY DON'T KNOW THEY ARE ELIGIBLE FOR IT, THEY DON'T KNOW HOW TO CLAIM IT, OR THEY DON'T KNOW WHERE TO GO FOR ASSISTANCE. OUR GOAL IS TO MAKE ELIGIBLE HOUSEHOLDS AWARE OF THE CREDIT AND HELP THEM CLAIM IT WITHOUT HAVING TO PAY FOR TAX PREPARATION AND FILING SERVICES. THE FREE TAX PREPARATION PROVIDED BY CKEEP AND ITS VOLUNTEER TAX PREPARERS OFFERS IMMEDIATE SAVINGS TO CENTRAL KENTUCKIANS. THIS PAST TAX SEASON, OUR CKEEP VOLUNTEERS ALONE DEDICATED OVER 5,500 HOURS OF RETURN PREPARATION THAT RESULTED IN $4.5 MILLION IN TAX REFUNDS WITH $1.6 MILLION OF THAT BEING THE REFUNDABLE EARNED INCOME TAX CREDIT. ACROSS ALL OF OUR VITA SITES, ALMOST 3,200 RETURNS WERE PREPARED.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Name Not Listed Director | Trustee | 1 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $18,606 |
Related organizations | $0 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $4,661,405 |
Noncash contributions included in lines 1a–1f | $166,711 |
Total Revenue from Contributions, Gifts, Grants & Similar | $4,680,011 |
Total Program Service Revenue | $658,632 |
Investment income | $37,237 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $53 |
Net Income from Fundraising Events | $1,082 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $5,408,822 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $1,528,453 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $257,347 |
Compensation of current officers, directors, key employees. | $27,469 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $1,330,402 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $239,299 |
Payroll taxes | $124,059 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $28,348 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $8,316 |
Fees for services: Other | $184,915 |
Advertising and promotion | $95,541 |
Office expenses | $63,314 |
Information technology | $118,020 |
Royalties | $0 |
Occupancy | $52,473 |
Travel | $2,036 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $11,653 |
Interest | $1,829 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $4,467 |
Insurance | $5,580 |
All other expenses | $11,539 |
Total functional expenses | $4,305,380 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $575,350 |
Savings and temporary cash investments | $18,409 |
Pledges and grants receivable | $692,282 |
Accounts receivable, net | $792,327 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $50,901 |
Net Land, buildings, and equipment | $7,085 |
Investments—publicly traded securities | $1,813,158 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $0 |
Total assets | $3,949,512 |
Accounts payable and accrued expenses | $159,884 |
Grants payable | $155,307 |
Deferred revenue | $35,633 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $0 |
Total liabilities | $350,824 |
Net assets without donor restrictions | $2,467,808 |
Net assets with donor restrictions | $1,130,880 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $3,949,512 |
Over the last fiscal year, United Way Of The Bluegrass Inc has awarded $1,272,571 in support to 55 organizations.
Grant Recipient | Amount |
---|---|
West Nyack, NY PURPOSE: Emergency Services-Basic Services | $89,100 |
Lexington, KY PURPOSE: Early Learning Readiness/Healthy Eating & Physical Activity/Summer Learning Camp/Afterschool Learning/Black Achievers | $85,300 |
Lexington, KY PURPOSE: Affordable Housing / Youth & Educational Services | $80,190 |
Frankfort, KY PURPOSE: Adult Day Prgm/Head Start/ Elder Nutrition/Financial Stability/Senior companions/Senior Centers | $60,402 |
Lexington, KY PURPOSE: Kinder Prep | $52,650 |
Atlanta, GA PURPOSE: Emergency Services-Basic Services | $45,379 |
Over the last fiscal year, we have identified 15 grants that United Way Of The Bluegrass Inc has recieved totaling $479,591.
Awarding Organization | Amount |
---|---|
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $171,490 |
Morgan Stanley Global Impact Funding Trust Inc Indianapolis, IN PURPOSE: UNRESTRICTED GENERAL SUPPORT | $100,000 |
Walton Family Foundation Inc Bentonville, AR PURPOSE: TO SUPPORT COMMUNITY ENTRY PLANNING AND DILIGENCE, IN PARTNERSHIP WITH CATALYTIC COMMUNITY PARTNER THE HARWOOD INSTITUTE FOR PUBLIC INNOVATION. | $58,871 |
Walton Family Foundation Inc Bentonville, AR PURPOSE: TO INCREASE CAPACITY TO SUBMIT A SUCCESSFUL AMERICAN RESCUE PLAN'S GOOD JOBS CHALLENGE GRANT APPLICATION IN LEXINGTON, KENTUCKY. | $35,000 |
Charities Aid Foundation America Alexandria, VA PURPOSE: CHARITABLE DONATION | $26,430 |
United Way Of Central Indiana Inc Indianapolis, IN PURPOSE: Donor Choice | $23,549 |
Beg. Balance | $560,163 |
Earnings | $157,673 |
Ending Balance | $717,836 |
Organization Name | Assets | Revenue |
---|---|---|
Crown Family Foundation Chicago, IL | $468,729,562 | $19,005,366 |
Chc Creating Healthier Communities Alexandria, VA | $23,119,840 | $20,885,598 |
Christian Community Health Center Chicago, IL | $24,875,996 | $21,223,346 |
Jewish Federation Of St Louis St Louis, MO | $156,968,183 | $19,475,995 |
Pritzker Family Philanthropic Fund Chicago, IL | $175,241,348 | $15,696,254 |
Safa Trust Inc Herndon, VA | $343,266,740 | $16,390,451 |
Memorial Foundation Inc Belleville, IL | $139,919,506 | $17,553,919 |
Youngstown Area Jewish Federation Youngstown, OH | $17,153,890 | $18,773,447 |
United Way Of Greater Knoxville Inc Knoxville, TN | $44,188,764 | $10,173,426 |
Ramtell Inc Tell City, IN | $25,696,087 | $2,760,088 |
United Way Of The Mid-South Memphis, TN | $15,939,575 | $10,736,980 |
Columbus Jewish Foundation Columbus, OH | $166,718,528 | $14,799,301 |