ITNBLUEGRASS
1206 N Limestone Street
Lexington KY 40505
Contact Information
Nonprofit ITNBLUEGRASS
Address 1206 N Limestone Street
Lexington, KY 40505
Phone (859) 252-8665
Fax 859 252-4393
Contact Name Laura Dake
At A Glance
IRS Ruling Year 2008
Former Names
Friends of ITN in the Bluegrass
Financial Summary
 
 
Statements
Mission Statement
The mission of ITNBluegrass, a local affiliate of the national nonprofit ITNAmerica, is to provide safe, dignified, affordable, community-based and community-supported 24/7 automobile transportation to people age 60 and over and adults with visual impairments who have given up or limited their driving.  
 
The ITN (Independent Transportation Network) is designed to replicate the feelings of independence as well as the comfort and convenience of private automobile ownership.  At the same time, it uses a combination of sophisticated software technology and consumer incentives to achieve the characteristics of mass transit--efficiency through matching drivers and riders in the same geographical areas, shared rides and advanced planning. 
 
ITNBluegrass is open to anyone 60 years or older and adults with visual impairments.  Riders join the service as members and can schedule rides 24 hours a day, seven days a week, for any reason within the service area (all of Fayette County and northern Jessamine County).  Other key features of the program include "arm-through-arm, door-through-door" service where members may be assisted with steps and packages, and the option of traveling alone or with others.  Low-income riders  may apply for a "Road Scholarship" to help with the cost of rides.
 
Volunteers are the backbone of the ITN model and the way affiliates remain economically sustainable.  Volunteer drivers give rides in their own vehicles. Rides are mostly scheduled in advance, and drivers choose their own schedules. 
 
ITNBluegrass imagines a day when all seniors and adults with visual impairment will have transportation when they want it. 
Background Statement
In mid-2006, Executive Director Gale Reece, having retired from her position as founder and head of the most respected information management company in the Bluegrass, turned her attention to elder issues, a longime interest. She submiitted an application to be accepted into an ITNAmerica Learning Cluster after learning that transporation was a significant obstance to elders maintaining their independence. Upon having the application acceped, she put her extensive business skills to work trying to build support for and spread awareness about this innovative transportation alternative.
Laura Dake joined her as part of a small fundraising team in late 2006, then in July 2007 became ITNBluegrass' Deputy Director, which had been accepted as an ITN affiliate around the same time. Just two weeks later, the Kentucky Transportation Cabinet contacted them to say that ITNBluegrass would be unable to operate! (Previously, they were told that no state laws prevented the service from operating.)
 
Because ITNBluegrass would be charging a fare for rides, it would be under the same regulations as a vehicle-for-hire (taxis and limos). These regulations suppose that the vehicles being used are owned by the organization and therefore are covered by commercial insurance. The ITN model is sustainable because it uses many volunteers with their own automobiles and private insurance; to buy vehicles and commerical insurance for everybody is not feasible.
 
Lexington Rep. Susan Westrom sponsored a bill to exempt ITNBluegrass from KRS 605.281; the bill passed the House and Senate unanimously, and the bill was signed into law by Kentucky Governor Steve Beshear on April 24, 2008. It reads: (16) Motor vehicles used in the transportation of persons who are sixty (60) years of age or older or who are visually impaired, if the motor vehicles are owned by a nonprofit organization or being used on behalf of a nonprofit organization that is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. Motor vehicles owned and operated by a nonprofit organization that are exempt under this subsection shall be subject to liability insurance coverage as established by KRS 281.655. Motor vehicles owned privately but operated on behalf of a nonprofit organization that are exempt under this subsection shall be subject to liability insurance coverage as established by KRS 304.39-110.
Impact Statement
Accomplishments from the past year:
 
1.  Since giving its first official ride in September 2008, ITNBluegrass delivered its 25,000 rides in April 2013!  Despite starting service the month the stock market crashed, ITNBluegrass has managed to grow and -- with local community support -- is on track to be sustainable in its 5th year of operations, which is what the ITN model encourages for affiliates.  (ITNAmerica defines sustainability as having sufficient resources to meet community need/demand through a combination of fares from those who use the service and voluntary local community support, without the use of taxpayer dollars.)
 
2.  ITNBluegrass received among the highest overall rankings of any affiliate in both 2012 ITNAmerica-administered Customer Satisfaction survey. 
 
3.  ITNBluegrass is presenting sponsor of the i know expo, which debuted on April 14, 2013, at the Lexington Center.  The expo is a resource fair for caregivers and those who want to age independently.  About 900 people attended what we plan to offer as an annual event. 
 
Goals for the FY 2013-14:
 
1.  We work very hard to please our customers and drivers and hope to see continued excellent results on the 2012 satisfaction surveys.
 
2.  We want to continue to see upward growth of rides and riders, which we can track on ITNAmerica's "Affiliate Comparisons" feature on our ITN portal.  By the end of our fiscal year (June 2013), our goal is to have delivered 27,000 rides since beginning ride service. In addition, we want equal growth in the number of volunteer drivers.
 
3.  We are working on securing more local support, especially from the business community. 
Board Chair Statement
My name is Stan Wonn and I am a volunteer driver and chair of the Board of Directors for ITNBluegrass.  Our mission is to provide efficient, cost-effective, dignified transportation for seniors 60+ and the visually-impaired.  Arm through arm, door through door pick-up and delivery is what makes this organization different from a cab service or a bus service.  Members of ITNBluegrass are like a family and our drivers -- driving the member in their own personal car -- treat every rider just like their mother or father.  Safety and security, comfort and relaxation are the product of every ride given by ITNBluegrass and our record for on time pick-up is second to none.  We are always there when needed. 
 
Upon retirement I wanted to volunteer some of my time to a worthy organization trying to make a difference in my local community.  ITNBluegrass is certainly doing that and much more.  I am passionate about the mission of this organization and understand first-hand, with my mother, the impact of losing the capability to drive.  She was an 85-year-old bundle of energy and often just got in her car to go to the store or visit friends day or night.  Her independence was completely shattered when she found out she could no longer drive.  This meant that she would have to rely on family and friends to go to all those many places she used to go.  She didn't want to be a burden on anyone, including family or friends.  Thus, rather than ask, on many occasions she just wouldn't go.  As a result her ability to live life to the fullest was very limited.  ITNBluegrass makes it possible for those seniors who no longer driver to live a full life without feeling like a burden or an imposition while also maintaining their dignity.
 
I have had riders on several occasions break down crying and telling me, "You just don't realize how much this service means to me because I don't have to rely on my children and friends to take me to my appointments.  I can maintain my independence with ITNBluegrass."
 
As the number of seniors grows in Fayette and surrounding counties, the need for transportation alternatives will grow as well.  We hope that you choose to support our mission and we welcome all people who wish to get involved as a driver, member-rider or donor. 
Geographic Areas Served
Areas
Fayette County
ITNBluegrass will transport its member-riders to any address in Fayette County, Kentucky (Lexington) and northern Jessamine County. 
Board Chair
Board Chair Mr. Joseph Jarboe Acting
Company Affiliation USAF (Retired)
Board Members
NameAffiliationStatus
Ms. Cyndi Allen Community VolunteerVoting
Ms. Gail Bennett WUKY-FM (public radio)Voting
Ms. Lois Carter Retired from IBMVoting
Mr. Bennett Clark Clark Law Offices, PLLCVoting
Mr. Joseph Jarboe US Air Force (retired)Voting
Ms. Amber Lakin Morning Pointe of LexingtonVoting
Mr. William McKinney USAF (Retired)Voting
Ms. Gale Reece Retired from ITNBluegrassExofficio
Ms. Kathleen Richardson Bluegrass Community & Technical CollegeVoting
Ms. Rhonda Turley Retired from Ashland OilVoting
Board Demographics - Ethnicity
African American/Black 2
Asian American/Pacific Islander 0
Caucasian 7
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 3
Female 6
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 3
Board Meeting Attendance % 78%
Written Board Selection Criteria? No
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 91%
Percentage Making In-Kind Contributions 80%
Constituency Includes Client Representation No
Number of Full Board Meetings Annually 6
Board Co-Chair
Board CoChair Mr. Joseph Jarboe
Company Affiliation USAF (Retired)
Term June 2009 to Apr 2014
Standing Committees
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Executive
Audit
Finance
Membership
Nominating
CEO/Executive Director
Executive Director Ms. Laura S Dake
Term Start Oct 2011
Email laura.dake@itnbluegrass.org
Staff
Full Time Staff 1
Part Time Staff 14
Volunteers 33
Contractors 0
Retention Rate 100%
Management Reports to Board? Yes
Staff Demographics - Ethnicity
African American/Black 3
Asian American/Pacific Islander 0
Caucasian 11
Hispanic/Latino 1
Native American/American Indian 0
Other 0
Staff Demographics - Gender
Male 6
Female 9
Unspecified 0
Former CEOs
NameTerm
Ms. Gale Griffin Reece July 2007 - Sept 2011
Formal Evaluations
CEO Formal Evaluation Yes
CEO/Executive Formal Evaluation Frequency Annually
Senior Management Formal Evaluation N/A
Senior Management Formal Evaluation Frequency N/A
NonManagement Formal Evaluation Yes
Non Management Formal Evaluation Frequency Annually
Description
Our ride service is our program.  While we do have features that we call programs -- CarTrade/Donation, Healthy Miles and Ride & Shop (for businesses) and Birthday Credits, to name a few -- they are secondary to the goal of providing safe, on-time rides 24/7 by friendly, trained volunteer (and some paid) drivers.  Our drivers go to any address in Fayette and northern Jessamine Counties for any reason. 
 
Our proprietary software called ITNRides allows us to match riders and volunteers who live close to one another in order to make each ride as efficient as possible.  We are also able to match rider needs with a particular vehicle (for example, one that can hold a wheelchair).  The system holds names of emergency contacts as well, which are helpful should a situation arise with a rider, many of whom are in their 80s and 90s. 
 
Budget 187000
Category Human Services, General/Other Transportation Assistance
Population Served Elderly and/or Disabled, ,
Description

Volunteer drivers are the backbone of an ITN affiliate and help us remain economically sustainable.  Volunteers can earn cash for mileage accrued when a passenger is in the vehicle and transportation credits for both occupied and unoccupied mileage.  All mileage is accrued at $0.40/mile.  There are several options for their mileage credits that drivers may choose:  banking it for themselves for the future; donating it to a family member or friend; donating it to the Road Scholarship Fund for low-income riders; or donating it back to ITNBluegrass as a charitable contribution. 

 

Volunteers may drive as little or as often as they like, on their own schedule.  Volunteers receive training and undergo background checks. In addition to the cash/credits, volunteers also receive a free membership (value: $50) every year they drive that they may keep for themselves  or give to someone else. 
 

Category
Population Served , ,
Plans & Policies
Organization has a Fundraising Plan? Under Development
Organization has a Strategic Plan? No
Management Succession Plan? No
Organization Policy and Procedures Under Development
Nondiscrimination Policy Yes
Whistleblower Policy No
Document Destruction Policy No
Government Licenses
Is your organization licensed by the Government? No
Fiscal Year
Fiscal Year Start July 01, 2015
Fiscal Year End June 30, 2016
Projected Revenue $248,400.00
Projected Expenses $225,646.00
Detailed Financials
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available). Revenue from foundations and corporations may be included in individual contributions when not itemized separately.
Fiscal Year201420132012
Foundation and
Corporation Contributions
------
Government Contributions$0$0$0
Federal----
State----
Local----
Unspecified$0--
Individual Contributions$81,758$197,564--
$0----
$83,034$77,610--
Investment Income, Net of Losses$0----
Membership Dues$25,510----
Special Events$0$17,700--
Revenue In-Kind$17,100----
Other$0----
Expense Allocation
Fiscal Year201420132012
Program Expense$203,424$167,518--
Administration Expense$0$61,425--
Fundraising Expense$0$50,257--
Payments to Affiliates------
Total Revenue/Total Expenses0.941.05--
Program Expense/Total Expenses100%60%--
Fundraising Expense/Contributed Revenue0%23%--
Assets and Liabilities
Fiscal Year201420132012
Total Assets$14,115$19,165--
Current Assets$11,819$17,282--
Long-Term Liabilities$31,671$41,466--
Current Liabilities$69,483$51,616--
Total Net Assets($87,039)($73,917)--
Form 990s
2014 Form 990
2013 990
2012 990EZ 2012
2011 990EZ
2010 990EZ
2009 2009 990
2008 Form 990
Audit Documents
2010 audit
2010 audit 2
2010 Audit 3
Capital Campaign
Currently in a Capital Campaign? No
Capital Campaign Anticipated in Next 5 Years? No
State Registration Yes
Address 1206 N Limestone Street
Lexington, KY 40505
Primary Phone 859 252-8665
CEO/Executive Director Ms. Laura S Dake
Board Chair Mr. Joseph Jarboe Acting
Board Chair Company Affiliation USAF (Retired)