EIN 61-0444679

United Way of the Bluegrass

IRS 501(c) type
501(c)(3)
Num. employees
41
Year formed
1955
Most recent tax filings
2022-06-01
Description
United Way of the Bluegrass fights for basic needs, education, and financial stability. It leads programs to help children and families succeed.
Total revenues
$4,314,317
2022
Total expenses
$4,518,487
2022
Total assets
$4,346,368
2022
Num. employees
41
2022

Program areas at United Way of the Bluegrass

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, health 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 regional communities which includes: 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 in our programs and partners: 25,431 children served by uwbg led or funded programs. 61,932 adults served by uwbg led or funded programs focusing on basic needs, critical assistance, individual and family financial stability initiatives, financial education programs, and general family assistance. 1100+ community members were provided direct service via uwbg's waypoint center initiative.
Volunteer income tax assistance (vita) program is a partnership of three regional coalitions across central and eastern Kentucky that is led by United Way of the Bluegrass (uwbg). Vita leverges a partnership 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 across the commonwealth. the central Kentucky economic empowerment program (ckeep) is the largest of the three coalitions which primarily operates in the greater lexington area of central Kentucky and is under direct management of the uwbg. the eastern Kentucky asset building coalition(ekabc) is the second largest coalition and operates throughout the rural areas of eastern Kentucky. the peoples self help housing (pshh) coaltion is located in northern Kentucky and primarily serves the lewis county community. the United Way of the Bluegrass serves as the vita grant recipient and fiscal agent for vita and its three 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 households eligible 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 vita and its volunteer tax preparers offers immediate savings to thousands of kentuckians each year. Our 24 vita sites across the commonwealth of Kentucky were able to file 4,600 returns in 2022. Our vita volunteers dedicated over 7,000 hours of return preparation across 73 counties that resulted in 4500 returns being completed. the value of those returns were more than $7 million in tax refunds with $2.2 million of that being in the form of the earned income tax credit.
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. Our United Way 2-1-1 clients were linked to 22,315 community resources. 38.6 percent of our clients were referred to housing resources, 24.3 percent of our clients were referred for help with utilities, 8.8 percent of our clients were linked to their local food resources, 5 percent for clothing, and 4 percent each for transportation and healthcare (including covid 19 resources). Thanks to the expansion of uwbg's 211 efforts across the commonwealth, nearly 21,000 people received help through our contact center.
the mission of uwbg's waypoint center initiative is to strengthen low to moderate income neighborhoods by financially empowering families, ensuring students have what they need to succeed in school, ensuring basic needs are met and that families have what they need to grow and thrive. This is especially critical during times of crisis. Recent research has confirmed that the communities hit the hardest as a result of covid-19 are underserved, predominantly minority and low to moderate-income neighborhoods. the waypoint centers helps to promote a greater level of community resiliency, thereby preventing future crises and disasters from generating disproportately negative, inequitable outcomes for these vulnerable residents. This is made possible due to the ecosystem of partners and programs within each center, specifically tailored to meet each neighborhood's most pressing needs. Uwbg currently operates three waypoint centers, two in lexington (west end black & williams center and east end -charles young center) and one in paris (paris-bourbon county ymca.) These are the most vunlerable neighborhoods in each city. Since opening the doors in july of 2021 the centers have provided direct services to more than 1100 clients with more than 6,000 instances of service. A suite of programs and services are provided covering but limited to: housing assistance, utilites assistance, job/workforce training, free tax prepaeration (including eitc and child tax credit), financial education, access to free or low-cost banking products, assistance with substance abuse, hiv/hepatitus testing, pre-k/early learner programming, and providing for basic need e.g., food, furniture, clothing. Additional programming has focused on healthy living/improved health outcomes for seniors as well as smoking/vaping cessation for elementary, middle, and high scool students.

Grants made by United Way of the Bluegrass

GranteeGrant descriptionAmount
United Way of Kentucky IncorporatedProgram Support$188,959
Paris-Bourbon County YMCAYouth Recreational Activities$118,750
Urban League of Lexington-Fayette CountyAffordable Housing / Youth and Educational Services$97,000
...and 38 more grants made totalling $1,221,046

Who funds United Way of the Bluegrass

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
American Online Giving FoundationGeneral Support$171,490
Morgan Stanley Global Impact Funding TrustUnrestricted General Support$100,000
Fidelity Investments Charitable Gift FundFor Grant Recipient's Exempt Purposes$56,050
...and 17 more grants received

Personnel at United Way of the Bluegrass

NameTitleCompensation
Timothy JohnsonPresident and Chief Executive Officer$157,595
Stephen ClarkFormer Vice President Finance$68,127
Katie WilliamsVice President , Marketing and Communications
Ashley HaysDirector, Human Resources and Senior Accountant
Tommy GreenSystems and Operations Manager
...and 6 more key personnel

Financials for United Way of the Bluegrass

RevenuesFYE 06/2022
Total grants, contributions, etc.$3,549,258
Program services$666,237
Investment income and dividends$51,740
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-245
Net income from fundraising events$19,093
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$28,234
Total revenues$4,314,317

Form 990s for United Way of the Bluegrass

Fiscal year endingDate received by IRSFormPDF link
2022-062023-05-15990View PDF
2021-062022-05-10990View PDF
2020-062021-04-21990View PDF
2019-062020-09-25990View PDF
2018-062019-07-23990View PDF
...and 9 more Form 990s

Organizations like United Way of the Bluegrass

OrganizationLocationRevenue
United Way of the LowcountryBeaufort, SC$2,614,915
United Way of Kitsap CountyBremerton, WA$1,179,576
United Way of Erie CountyErie, PA$7,495,049
United Way of Cass-ClayFargo, ND$5,532,076
United Way of Lackawanna and Wayne CountiesScranton, PA$3,514,133
Butler County United WayHamilton, OH$2,530,162
United Way of Mercer CountyHermitage, PA$1,190,243
United Way of Greater ChattanoogaChattanooga, TN$9,851,005
Mesa United Way (MUW)Mesa, AZ$4,455,147
United Way of the Mohawk ValleyUtica, NY$3,599,339
Data update history
June 25, 2023
Used new vendors
Identified 1 new vendor, including
May 12, 2023
Updated personnel
Identified 1 new personnel
May 6, 2023
Received grants
Identified 1 new grant, including a grant for $8,510 from Battelle Memorial Institute
November 16, 2022
Used new vendors
Identified 2 new vendors, including , and
August 4, 2022
Received grants
Identified 3 new grant, including a grant for $7,367 from The United Way of Southwestern Pennsylvania (UWSWPA)
Nonprofit Types
Grantmaking organizationsFamily service centersCharities
Issues
Community improvement
Characteristics
Fundraising eventsEndowed supportCommunity engagement / volunteeringFundraising races, competitions, and tournamentsTax deductible donations
General information
Address
651 Perimeter Dr Suite 510
Lexington, KY 40517
Metro area
Lexington-Fayette, KY
County
Fayette County, KY
Website URL
uwbg.org/ 
Phone
(859) 233-4461
IRS details
EIN
61-0444679
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1955
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T00: Philanthropy, Voluntarism, and Grantmaking Foundations: General
NAICS code, primary
624190: Individual and Family Services
Parent/child status
Independent
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