Community Improvement, Capacity Building

United Way of the Bluegrass Inc

  • Lexington, KY
  • www.uwbg.org

Mission Statement

Our Mission is simple, but powerful. United Way of the Bluegrass wants everyone in Central Kentucky to have the opportunity to live their best lives.

Main Programs

  1. 2-1-1
  2. Back On Track
  3. CKEEP (Central Kentucky Economic Empowerment Project)
  4. Trailblazers
  5. Bank On Bluegrass
Service Areas

Self-reported

Kentucky

United Way of the Bluegrass serves Anderson, Bourbon, Clark, Fayette, Jessamine, Madison, Montgomery, Scott and Woodford counties in Central Kentucky.

ruling year

1955

Principal Officer since 2009

Self-reported

Bill Farmer

Keywords

Self-reported

United Way, Lexington, Bluegrass, Education, Basic Needs, Human Services, Financial Stability, LIVE UNITED, It Matters

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EIN

61-0444679

 Number

4310971185

Contact

Cause Area (NTEE Code)

Alliance/Advocacy Organizations (S01)

IRS Filing Requirement

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

Programs + Results

How does this organization make a difference?

Overview

Self-reported by organization

United Way of the Bluegrass is a leader and motivator of change for long-term solutions for Central Kentucky communities. We have a Big Bold Goal of moving 10,000 more families in the Bluegrass to self-sufficiency by 2020. This is a community goal and one that will be accomplished together. United Way is committed to four key drivers for community and economic success: Basic Needs, School Readiness, Student Success and Financial Stability. This change in approach has fostered a great deal of cooperation and innovation in the community. We have established systems to evaluate and measure the quality and impact of the programs we invest in. This functional shift in our operation has made it possible for us to be more mindful to all of our constituents. Donors can be assured their dollars have the maximum impact on the community and are being used in accordance with their wishes. Those seeking services can be confident that programs affiliated with United way of the Bluegrass are monitored for maximum effectiveness. Join us and invest in your community through United Way of the Bluegrass.

Programs

Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Program 1

2-1-1

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.

Category

Population(s) Served

General Public/Unspecified

Budget

Program 2

Back On Track

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.

Category

Population(s) Served

Budget

Program 3

CKEEP (Central Kentucky Economic Empowerment Project)

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.

Category

Population(s) Served

Budget

Program 4

Trailblazers

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.

Category

Population(s) Served

Budget

Program 5

Bank On Bluegrass

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.

Category

Community Development, General/Other

Population(s) Served

Adults

Budget

Charting Impact

Self-reported by organization

Five powerful questions that require reflection about what really matters - results.

  1. What is the organization aiming to accomplish?
    There are approximately 50,000 families in our nine county service region struggling everyday. Our Big Bold Goal (BBG) for the Bluegrass community of helping 10,000 more families to be self-sufficient by 2020 will bring a much needed boost to the region in a number of areas: economic development, education, employment, etc. United Way of the Bluegrass believes everyone has the right to live the best life possible. Our focus is on the building blocks for a quality life: education, basic needs, and financial stability. We leverage our relationships within the region to engage all interested parties in the mission.


  2. What are the organization's key strategies for making this happen?
    4 Key Drivers of Community and Economic Success: Basic Needs, School Readiness, Student Success and Financial Stability.

    The BBG utilizes a multi-faceted approach. We look to effect the long-term outlook for children through educational activities addressing the achievement gap. We create opportunities for working adults to become financially literate through partnered programs with financial institutions. Lastly, we serve hundreds of citizens using our 2-1-1 contact center looking for assistance in navigating the different social services in the area. Through 2-1-1, we can screen and match our neighbors to services they seek.
  3. What are the organization's capabilities for doing this?
    United Way of the Bluegrass is led by a group of experienced and passionate professionals. Serving the Bluegrass region for over 90 years, United Way has built strong and enduring relationships with some of the regions most successful corporations, organizations and individuals - creating a powerful network committed to improving the lives of Central Kentuckians.

    United Way of the Bluegrass utilizes the skills and expertise of volunteers in a very intentional way. The Big Bold Goal is ambitious, so we engage volunteers and boards to advise, measure, fundraise, network, advocate, serve and support our activities.

    We conduct our traditional workplace giving campaigns each year. These funds stay in the community and may be designated to certain programs or agencies.

    We also use conventional philanthropic strategies (personal solicitations and grant writing) to support our mission.
  4. How will they know if they are making progress?
    United Way of the Bluegrass is a community organization. As such, it is led by volunteer members of the Central Kentucky community who are committed to making a difference in the lives of their fellow citizens. UWBG is lucky enough to have several highly skilled practitioners on its Data and Metrics Committee. Lead by professors, researchers, and industry leaders, this Committee is charged with assessing the progress of the Bluegrass Community toward its Big Bold Goal, that 10,000 more families will be self-sufficient by 2020. Committee members have developed a three-pronged approach to assessing progress toward this goal. UWBG monitors wide-ranging data on our community, it monitors the effects of its partner's programs on the lives of specific individuals, and finally it monitors the effects of its own programs on the lives of specific individuals. Taken together, this gives us a snapshot of the community's progress toward its Big Bold Goal.
  5. What have and haven't they accomplished so far?
    UWBG believes that there are four major pillars that form the foundation of the Big Bold Goal. In order to move toward a more self-sufficient community, we must address family financial stability, ability to meet basic needs, children entering school kindergarten ready, and all kids graduating college or career ready. So far, UWBG and its partners have worked together to realign priorities to directly address these four pillars. UWBG's education and financial stability initiatives have had major impacts of the lives of thousands of children and families across the UWBG service area. Further, UWBG's partners have touched the lives of tens of thousands of individuals and families in the areas of income, health, and education since 2011. Many of these individuals, families, and children are now more self-sufficient than they were before. This community's goal is big, it's bold, and it's aggressive, but we know that by bringing out the best in the Bluegrass Community, UWBG and its partners will empower those in need to live their best lives.
Service Areas

Self-reported

Kentucky

United Way of the Bluegrass serves Anderson, Bourbon, Clark, Fayette, Jessamine, Madison, Montgomery, Scott and Woodford counties in Central Kentucky.

Accreditations

photos


External Reviews

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Financials

Financial information is an important part of gauging the short- and long-term health of the organization.

UNITED WAY OF THE BLUEGRASS INC
Fiscal year: Jul 01-Jun 30
Yes, financials were audited by an independent accountant.

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Operations

The people, governance practices, and partners that make the organization tick.

United Way of the Bluegrass Inc

Leadership

NEED MORE INFO ON THIS NONPROFIT?

Free: Gain immediate access to the following:
  • Address, phone, website and contact information
  • Forms 990 for 2015, 2014 and 2013
  • Board Chair and Board Members
  • Access to the GuideStar Community
Need the ability to download nonprofit data and more advanced search options? Consider a Premium or Pro Search subscription.

Principal Officer

Bill Farmer

BIO

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.

Governance

BOARD CHAIR

Lu S. Young

Fayette County Public Schools, Central Office

Term: July 2014 - June 2015

BOARD LEADERSHIP PRACTICES

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. Self-reported by organization

Yes

BOARD ORIENTATION & EDUCATION

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?

Yes

CEO OVERSIGHT

Has the board conducted a formal, written assessment of the chief executive within the past year?

Yes

ETHICS & TRANSPARENCY

Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year?

Yes

BOARD COMPOSITION

Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership?

Yes

BOARD PERFORMANCE

Has the board conducted a formal, written self-assessment of its performance within the past three years?