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UNITED WAY OF THE BLUEGRASS INC Organization Name provided in the GuideStar Exchange* as of 04/21/2014: UNITED WAY OF THE BLUEGRASS INC

Organization Name as listed in the IRS Business Master File as of 09/08/2014: UNITED WAY OF THE BLUEGRASS INC

* The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.

 
Lexington, KY
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GuideStar Summary

&1002;                GuideStar Exchange Committed to transparency ?
This organization is a Silver-level GuideStar Exchange participant, demonstrating its commitment to transparency.

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&1002; Registered with IRS Legitimacy information is available
&1002; Financial Data Annual Revenue and Expense data reported
&1002; Forms 990 2013, 2012, and 2011 Forms 990 filed with the IRS
&1002; Mission Objectives Mission Statement is available
&1002; Impact Summary Impact Summary from the nonprofit is available
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Basic Organization Information

UNITED WAY OF THE BLUEGRASS INC Organization Name provided in the GuideStar Exchange* as of 04/21/2014: UNITED WAY OF THE BLUEGRASS INC

Organization Name as listed in the IRS Business Master File as of 09/08/2014: UNITED WAY OF THE BLUEGRASS INC

* The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.
Physical Address: Lexington, KY 40508 
EIN: 61-0444679
Web URL: www.uwbg.org 
NTEE Category: S Community Improvement, Capacity Building
S01 Alliance/Advocacy Organizations
Ruling Year: 1955 


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Mission Statement

United Way of the Bluegrass mobilizes the caring power of our regional community to improve lives.

Legitimacy Information

This organization is registered with the IRS.

This organization is required to file an IRS Form 990 or 990-EZ.

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Annual Revenue & Expenses (GuideStar Exchange,
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April 2014)

Fiscal Year Starting: July 01, 2013
Fiscal Year Ending: June 30, 2014

Total Revenue --
Total Expenses --

Revenue & Expenses

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Balance Sheet (IRS Form 990)

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Forms 990 Received from the IRS Additional Information
IRS Form 990 is an annual document used by approximately one-third of all public charities to report information about their finances and operations to the federal government. GuideStar uses data from Form 990 to populate its database with financial information about nonprofit organizations. Posting Form 990 images on the GuideStar website is an ongoing process.

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Forms 990 Provided by the Nonprofit

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Financial Statements

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Annual Reports

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Leadership (GuideStar Exchange,
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April 2014)

Bill Farmer

Term:

Since Oct 2009

Profile:

William ""Bill"" Farmer is President of United Way of the Bluegrass. Bill brings extensive experience in building lasting change through work in education, income and health to the Bluegrass.Bill serves as a member of Board of Visitors of the Martin School of Public Policy and Administration at the University of Kentucky. He has been appointed by the Governor to serve on the Kentucky Commission on Community Volunteerism and Services. Bill is a member of the Kentucky Nonprofit Leadership Initiative Advisory Council. He also serves as a member of the Lexington-Fayette Urban County Government Department of Social Services Advisory Board.Bill served as President and CEO of The Farmer Group, a consulting firm assisting business and nonprofit organizations in issues associated with public and social policy in Charlotte, North Carolina.Bill's United Way experience in multiple communities includes serving as Vice Chair of the United Way of the Capital Area Board of Directors in Jackson, Mississippi as well as several others. He has led United Way organizations in fundraising, marketing and other public policy work.While in North Carolina, Bill served on several boards, committees and commissions, including the state's Dropout Prevention Committee as Co-Chairman, Valuing Education Committee as Chairman, New Schools Project Board of Advisors, and Commissioner on Workforce Development and Banking Commissions.Bill previously served as Vice President of Corporate Development for Time Warner Cable. His responsibilities with Time Warner Cable included issues that effect education, economic development, workforce development, housing, healthcare, transportation and diversity. He works closely with the company's management team and policy makers, to help shape future plans and also to maximize their contributions as a corporate entity. He is a 28-year veteran of Time Warner Cable and has been an active member of every community in which he has resided.

Board Chair (GuideStar Exchange,
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April 2014)

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Board Co-Chair

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Board of Directors (GuideStar Exchange,
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April 2014)

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Board Leadership Practices (GuideStar Exchange,
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April 2014)
?

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section, which enables organizations and donors to transparently share information about essential board leadership practices.

Board Orientation & Education ?
Why does this matter? Without clarity around their responsibilities and expectations, board members are not positioned to succeed. They may find themselves challenged to fulfill their governance responsibilities or frustrated by the expectations that the organization has set for them. BoardSource recommends that every new board member participate in a formal orientation process, and that all board members sign a pledge or agreement committing to their board service and to all of the responsibilities and expectations that come with service. Ideally, board members also should participate in a formal governance training program prior to serving on a board.

Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations?
Response Not Provided
CEO Oversight ?
Why does this matter? Oversight and management of the chief executive is one of the board’s most important legal responsibilities. The CEO or executive director is the board's single employee, and - just like any other employer/employee relationship - regular and written assessment is critical to ensuring that the chief executive and board are communicating openly about goals and performance. BoardSource recommends that boards conduct formal, written reviews of their chief executives on an annual basis, which should include an in-person discussion with the chief executive and distribution of the written evaluation to the full board.

Has the board conducted a formal, written assessment of the chief executive within the past year?
Response Not Provided
Ethics & Transparency ?
Why does this matter? A commitment to handling conflicts of interests is essential to creating an organizational culture of transparency. Boards should create and follow a policy for identifying and handling conflicts of interest, whether real or perceived. BoardSource recommends that organizations review the conflict-of-interest statement and require signed disclosures from all board members and senior staff on an annual basis.

Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements within the past year?
Response Not Provided
Board Composition ?
Why does this matter? The best boards are composed of individuals who bring a variety of skills, perspectives, backgrounds, and resources to tackle the complex and strategic challenges confronting their organizations. BoardSource recommends that boards commit to diversity and inclusion by establishing written policies and practices, which include strategic and intentional recruitment of diverse board members, continual commitment to inclusivity, and equal access to board leadership opportunities.

Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership?
Response Not Provided
Board Performance ?
Why does this matter? Boards need to regularly assess their own performance. Doing so ensures that they are being intentional about how they govern their organization, which is a critical component of effective board leadership. BoardSource recommends that a board conduct a self-assessment of its performance a minimum of once every three years to ensure that it is staying on track with its roles and responsibilities.

Has the board conducted a formal, written self-assessment of its performance within the past three years?
Response Not Provided

Officers for Fiscal Year (IRS Form 990)

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Highest Paid Employees & Their Compensation (IRS Form 990)

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People information was last updated by the nonprofit in April 2014

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Programs

Program: 2-1-1 (GuideStar Exchange,
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April 2014)

Budget:
--
Category:
Population Served:
General Public/Unspecified

Program Description:

United Way 2-1-1 an easy to remember three-digit phone number that connects callers with important services like food, shelter and counseling. 2-1-1 receives more than 23,000 calls annually, connecting those in need with vital assistance.

Program Long-Term Success:

Each day, thousands of Central Kentuckians search for information about health and human services such as food, shelter, medical care, substance abuse treatment, protection from domestic violence or disaster relief - the list is endless. While nonprofit and government services are ready to help, the large number of providers - with more than 1,000 different telephone numbers - makes it hard to find the right place quickly. The result is often repeated calls and frustration.But, not anymore.2-1-1 is an easy-to-remember phone number that connects people with the help they need. It's accessible 24 hours a day, seven days a week, in more than 150 languages.

Program Short-Term Success:

United Way 2-1-1 is an easy to remember, three digit phone number that connects those in need with services that can help. 24 hours a day, seven days a week, United Way 2-1-1 provides a fast, efficient and easy to use service in times of need.Last year, 23,725 Central Kentuckians called 2-1-1 for help.2-1-1 will ultimately save Americans millions of dollars in taxpayer money by creating greater efficiencies. A cost-benefit analysis found that national usage of 2-1-1 would provide $1.1 billion in net value to society over the next 10 years. The study also found a very high satisfaction rate. Ninety-three percent of callers to 2-1-1 said that they received the information they were seeking and thought that 2-1-1 made it easier to find help. Ninety-seven percent of callers said that they would use the service again.

Program Success Monitored by:

The benefits of 2-1-1 are obvious: providing those in the Bluegrass with a simple and centralized way to access local social service information. There are also direct benefits to companies as well. United Way 2-1-1 extends employee assistance services at no cost to the company. It provides a time-saving information resource for human resource professionals. Because 2-1-1 connects employees with solutions to personal and family issues, it can reduce absenteeism. Uninsured workers can find free or sliding scale services to help them stay healthy - and on the job. And a quick call to 2-1-1 during tax season could help employees find out if they qualify for he Earned Income Tax Credit which would mean a thirteen percent increase in their average pay.

Program Success Examples:

2-1-1 touches the lives of every person in the community. Whether you are in a situation where you need help or find yourself in a situation to give help, 2-1-1 is always there. United Way 2-1-1 maintains the integrity of the 9-1-1 system, saving that vital community resource for life-and-death emergencies. And for United Way and other community organizations, 2-1-1 is a useful planning tool. Based on aggregate data about the types of calls that the 2-1-1 center receives, United Way is in a better position to anticipate demand for services and mobilize resources to meet changing needs.

Program: Back On Track (GuideStar Exchange,
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April 2014)

Budget:
--
Category:
Population Served:

Program Description:

Back On Track is designed to help hardworking individuals succeed by matching savings 2-to-1 through Individual Development Accounts (IDAs). Simply by saving $2,000 to use toward purchasing an asset such as buying a first home or going to school, an individual could receive an additional $4,000! It's not a loan - it's the participant's money to use.

Program Long-Term Success:

United Way works with participants to build assets through free tax preparation and filing, financial education classes, access to financial assistance programs and much more. With a little help, these hardworking individuals can achieve their dreams.

Program Short-Term Success:

To be eligible for Back On Track, the household income must be less than twice the federal poverty level for a given family size. For a family of four, this would be a household income of $44,700 or less.(Check www.uwbg.org/BackOnTrack for the most current income guidelines.)

Program Success Monitored by:

There is little doubt that the recent economic hardships have left many struggling to reach their dreams. Your friends and family may have had to put things on hold to focus on providing for their own families. Now hardworking individuals can get Back On Track through this United Way of the Bluegrass program.

Program Success Examples:

If you or someone you know is interested in applying to the program, please download an application packet at www.uwbg.org/backontrack or dial 211 to have an application mailed to you. The application packet includes an overview of the program, eligibility requirements for applicants, and the application itself.

Program: CKEEP (Central Kentucky Economic Empowerment Project) (GuideStar Exchange,
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April 2014)

Budget:
--
Category:
Population Served:

Program Description:

The Central Kentucky Economic Empowerment Project (CKEEP) is a coalition, led by United Way of the Bluegrass, that partners with the IRS to provide free tax preparation to low-income families, raise awareness about the Earned Income Tax Credit and help families build assets. Thanks to the work of hundreds of volunteer tax preparers, families are able to save their much needed money while strengthening our overall economy.

Program Long-Term Success:

The impact of CKEEP in Central Kentucky is significant. A recent study commissioned by CKEEP and United Way of the Bluegrass highlighted the huge impact of CKEEP refunds on central Kentucky. The "multiplier effect" explained what returning these federal funds can do for our community as a whole, not just the individuals who receive them. Individuals and families who receive refunds go on to spend this money by paying local utility companies and businesses such as groceries and clothing stores. The regional multiplier effect for CKEEP clients' tax refunds is estimated at 79 percent. This means that for every dollar CKEEP clients receive in tax refunds, they respend 79 cents in our local economy. The net local economic effect of the $5.32 million in tax refunds received by CKEEP clients in 2011 is over $10 million.

Program Short-Term Success:

In 2011, CKEEP experienced a promising year with a 60% increase in the number of volunteers assisting with tax preparation. These volunteers completed returns for more than 2,500 families in Central Kentucky, resulting in over $5.32 million in tax refunds coming back to residents of the Bluegrass. More CKEEP filers than ever before filed for the Earned Income Tax Credit (EITC), which accounted for $1.9 million of the refunds.

Program Success Monitored by:

A large part of CKEEPs' work deals with the EITC. Each year, millions of dollars are lost by hard-working Bluegrass families who do not file for their Earned Income Tax Credit (EITC) during tax time. That money is lost to them and the local economy. The EITC is a federal tax initiative for people who work but do not earn much money. The EITC has several important benefits, including reducing the tax burden on workers, supplementing wages, making work more attractive than welfare, reducing income inequality, and helping low-income families build assets. The EITC has become the leading federal program for boosting the income of the working poor. The IRS estimates that approximately 20-25% 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. CKEEP's goal is to make eligible households aware of the credit and help them claim it without having to pay for services.

Program Success Examples:

The free tax preparation provided by CKEEP and its volunteer tax preparers offers immediate savings to Central Kentuckians. This past tax season, CKEEP saved its clients at least $375,450 in tax preparation fees. By preparing and filing tax returns free of charge, each household saves an average of $150 - $300 in basic tax preparation fees or $500 if they opt for a refund-anticipation loan.

Program: Trailblazers (GuideStar Exchange,
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April 2014)

Budget:
--
Category:
Population Served:

Program Description:

United Way of the Bluegrass is recruiting people age 55 and over with passion to make a difference in this area by becoming aTrailblazer. United Way is galvanizing people to read with elementary students, tutor middle schoolers and mentor kids who need a caring adult in their lives.

Program Long-Term Success:

In Central Kentucky, two teenagers drop out of school every day. The two that will drop out today didn't suddenly wake up and decide to make this decision. They have been going down a path for a number of years. Maybe even since birth. Together, we can do something about it through Trailblazers.

Program Short-Term Success:

Kids spend 20% of their waking hours in school, so extra support has to extend beyond the classroom — into after school time, summers and weekends. Experts say that engaging our children — meeting them where they are, in their own learning style — is critical. Throughout their school careers, connecting them with as many well trained, supportive adults as possible, both in and out of school, can nurture their strengths and make sure help is directed where it is most needed.Anyone with passion and commitment can help a young person achieve greater academic success. Volunteers make the difference. Research shows that caring adults working with kids of all ages — from the early years through high school — can help boost academic achievement. With a wide range of local partners, Trailblazers offers many opportunities to be an education volunteer in the time and space that meets the volunteer's needs.

Program Success Monitored by:

Being a Trailblazer can take a number of forms. Some volunteer within the school, while others work with children in the community through local nonprofit programs. Objectives run the gamut, from focusing on academic achievement, school retention to job preparation, substance abuse prevention and youth development.

Program Success Examples:

The challenge is real, but United Way is well positioned to meet this need. The evidence is clear — volunteers can pave the way to academic success by reading with children, tutoring students who need extra help and mentoring young people who need a caring adult in their lives. Trailblazers can make a real impact on academic achievement.

Program: Bank On Bluegrass (GuideStar Exchange,
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April 2014)

Budget:
--
Category:
Community Development, General/Other
Population Served:
Adults

Program Description:

Bank On Bluegrass is a collaborative effort between area social service agencies, banks and credit unions, and city and county governments that seeks to address the barriers to banking faced by low- to moderate- income individuals in Central Kentucky. This initiative provides free financial literacy education to low-income (<$30K) and moderate-income ($30-$50K) individuals, certification of which qualifies them to establish free or low-cost checking accounts regardless of their previous banking history or credit rating (excluding fraud). Bank On Bluegrass will help individuals establish mainstream banking relationships that allow them to save money, avoid predatory fringe financial services, reduce their risk of theft or financial emergency due to natural disaster and create a culture of financial responsibility.

Program Long-Term Success:

Financial Education is a core component of the Bank On Bluegrass initiative. Bank On Bluegrass will provide free financial education to participants through local financial education partners. Financial education gives participants knowledge and confidence about the banking system while mitigating risk for financial institutions. The financial education provided under this program and the benefits of gaining access to a bank account will assist participants to make better financial decisions and promote a more sustainable economic position.

Program Short-Term Success:

More than 74,000 individuals in the nine counties served by the United Way of the Bluegrass are unbanked or underbanked. Consequently, those individuals utilize fringe financial services which deplete rather than preserve their already limited money supply. Bank On Bluegrass hopes to connect the unbanked and underbanked to mainstream banking services to help them keep more of their earned income.

Program Success Monitored by:

In order to effectively monitor and evaluate project performance and the effectiveness of financial education, United Way of the Bluegrass has developed a comprehensive Evaluation Plan. As a learning organization, UWBG places tremendous emphasis on performance measurement, outcomes tracking and reporting, assessing community impacts, and rigorously evaluating its projects in order to continuously improve. In that spirit, the project evaluation plan will encompass the following criteria: 1) Were the project goal, strategies, and outcomes fulfilled; 2) How well did it perform from an operational standpoint (e.g. was it carried out in time, within budget, were participants and the community generally satisfied, etc.); 3) The extent to which the project contributed to long term strategic directions and outcomes (increase in use of other financial services, financial management behavior change); 4) What follow-up steps used need to be taken in the community as a result of the project.

Program Success Examples:

The Bank On initiative has been very successful in other communities, particularly in this region. Bank On Louisville has reported over 11,000 Bank On accounts opened and Bank On Cincinnati has reported over 1,000 Bank On accounts opened. Bank On Bluegrass hopes to have the same level of success.
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Impact Summary from the Nonprofit

United Way of the Bluegrass is the leader and motivator of change for long-term solutions for our community. The community was brought together to determine the needs unique to Central Kentucky and consensus was reached on how to solve them, both short-term and long-term. We have committed to four focus areas to meet the needs of today and solve the problems of tomorrow: Basic and essential servicesEducationIncomeHealth This change in approach has fostered a great deal of cooperation and innovation in the community. We have developed systems to evaluate the quality and success of the programs we are funding, so you can be assured your dollars will have the maximum impact on your community.Join us and invest in your community through United Way of the Bluegrass.
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