UNITED WAY OF THE BLUEGRASS INC
100 Midland Ave
Suite 300
Lexington KY 40508
Contact Information
Nonprofit UNITED WAY OF THE BLUEGRASS INC
Address 100 Midland Ave
Suite 300
Lexington, KY 40508
Phone (859) 233-4460
Fax 859 259-3397
Contact Name Bill Farmer
Web and Social Media
When you invest in United Way of the Bluegrass, we impact LOCAL education.
At A Glance
Other ways to donate, support, or volunteer

You may also invest in your community through United Way in other ways.

  • Mail a check to United Way, 100 Midland Ave Suite 300, Lexington, KY 40508
  • Call and make an investment over the phone at 859.233.4460
  • Donate your vehicle to United Way to help support work in education, income and health. Your donation is valuable support for United Way of the Bluegrass. We will arrange for your vehicle to be picked up, provide free title services and we will send you a receipt for the donation of your vehicle. To learn more, call us at 859.233.4460 or email info@uwbg.org.
  • Giving to United Way of the Bluegrass through the transfer of appreciated securities could allow the donor to enjoy tax benefits while investing in United Way's work in our community. In addition to the charitable deduction, donors who make their gifts through the direct transfer of stock may avoid capital gains taxes. Please consult your tax professional to discuss your personal situation. To learn more, call us at 859.233.4460 or email info@uwbg.org.
  • What if it didn't matter what neighborhood you lived in? We're trying to make this a reality for many of the families of Central Kentucky. We rely on your generosity to make this happen. Did you know you can make a significant impact without affecting your current finances by including us in your estate plans? There are potential tax-saving benefits with this type of giving as well. Call us today at 859-233-4460 to take advantage of these gifts and forever influence your community.
  • In-kind donations are accepted for specific projects such as Sweet Dreams Book and Pajama Project as well as in-kind gifts of office supplies, furniture, equipment etc. United Way appreciates any in-kind gift that enables us to offset costs and invest more in the families we support. 

 

Financial Summary
Revenue vs Expenses - All Years
Expense Breakdown - Recent Year
Statements
Mission Statement

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

Background Statement

On March 4, 1921, at a meeting in city hall, 22 Lexington organizations that were engaged in some form of social services work voted to organize the Lexington Welfare League. Many of the organizations were dependent to a large extent on the public for funds to carry on their activities; by combining efforts, they sought to achieve a unified and collaborative response to community needs.

 

Over the next fifty years, the name of the organization changed from the Lexington Welfare League to the Community Chest, to Community War Chest to United Community Services and finally to United Way.

 

Now focusing on making lasting changes in nine counties across Central Kentucky, United Way of the Bluegrass is improving lives and building stronger communities, a 90+ year old tradition that continues to be alive and well.

Impact Statement

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 that 10,000 more families in the Bluegrass will be self-sufficient by 2020. This is a community goal and one that we can accomplish together. United Way has committed to four key pillars of success:

  • Basic Needs
  • School Readiness
  • Student Success
  • Financial Stability

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.

Needs Statement
Support for United Way 2-1-1 - 211 is a contact center connecting people with available resources like food, housing, health care, senior services, child care, legal aid, volunteer opportunities, and much more. Instead of multiple calls leading to dead ends, with one text message or call to 211, people can reach a trained specialist who will assess the full scope of their needs and match them to the right services. 211 also assists during times of disaster, providing critical information about evacuation routes, food, and shelter.
 
Support for Annual Campaign - United Way of the Bluegrass works cooperatively with businesses, volunteers, individuals, and non-profit organizations to invest a diversity of resources for community-based solutions. Money raised is used to combat the needs of today and is invested in long-term solutions that get at the root cause of community problems.

The Big Bold Goal - 10,000 more families will be self-sufficient by 2020. There are 43,000 struggling families and our goal is to help at least 10,000 of them through a myriad of resources while working to improve the lives of all Central Kentuckians. We seek to move these families from instability to stability to sustainability. We will do this with our four key pillars of success:
1) Basic Needs: addressing basic needs, injustices, inequities, lack of resources and other barriers to move families forward.
2) School Readiness: leading initiatives to improve the quality of childcare, family support, early intervention and equipping parents to make positive choices for their families.
3) Student Success: helping children and youth achieve their potential by emphasizing education as the foundation for personal fulfillment, economic security and societal contribution.
4) Financial Stability: investing in economic empowerment so low-to-middle income families have the resources and support to meet their needs, weather emergencies, and invest in a brighter future.

CEO/Executive Director Statement
We want to ensure that Central Kentucky remains a safe and prosperous place for people to live, learn, work and raise a family. With your support, we know lasting change is possible.
 
You may not realize that there are 50,000 families struggling to make ends meet, right here in the Bluegrass. Poverty comes in many different shapes and sizes and affects many of our neighbors and friends. 50,000 hardworking families are barely getting by and are faced with tough choices each day like paying the rent or buying groceries.
 
We have a bold goal to help 10,000 more families become self-sufficient by 2020. We recognize that this is a goal that we cannot achieve on our own. This knowledge makes the work of United Way and its partners even more critical. The problems of poverty are bigger than any one organization. With this understanding, we felt driven to set an audacious goal, because working collectively and collaborating is the main focus of United Way.
 
Assessing the greatest needs of our community, developing solutions, engaging partners and achieving real results. It’s a proven cycle of success that has served the Central Kentucky community well for over 90 years, yet the issues surrounding poverty have never felt so close to home. We’re focusing our efforts around four main pillars: basic needs, school readiness, student success and financial stability. These are the areas that will help break the cycle and make a better Bluegrass for all of us.
 
It matters. This goal is critical as the issues of poverty ripple through our communities, our schools, and negatively impact our students and our economy. Helping more families become self-sufficient will make our community a safer place. It will set our students up for a successful educational journey and life after graduation, creating a new and promising cycle. Success will require shared vision, shared efforts and shared achievements.
 
Together, we can accomplish more than any of us could on our own. Because of community support, we’re already seeing results. Helping 10,000 families become self-sufficient won’t happen overnight, but with committed partners and supporters like you, we know we can achieve our goal by 2020. With your support, anything is possible.
Sincerely,
Bill Farmer
President & CEO
United Way of the Bluegrass
Board Chair Statement

"The big picture doesn't just come from distance; it also comes from time." This quote from Simon Sinek more than adequately describes the journey on which United Way of the Bluegrass is leading.

The Big Bold Goal of ensuring 10,000 more Central Kentucky families are self-sufficient by 2020 is our big picture. If we could wave a magic wand and help everyone today, we would - but we can't. Time is our magic wand - time along with innovative programs, passionate volunteers and resources.

United Way of the Bluegrass serves the nine-county area in Central Kentucky and your gift supports the community where you live and work. When your United Way gift is combined with the gifts of others, we turn the stories around for thousands of people in need each year- that's LIVING UNITED!

Whether you live in Anderson, Bourbon, Clark, Fayette, Jessamine, Madison, Montgomery, Scott or Woodford county, by supporting United Way of the Bluegrass, you're supporting the broadest package of community services available. 

 
I support and strongly believe in the mission that everyone should have the opportunity to live their best lives. Learn more about what we do and you will to! 
 

Bill Wilson

Chair, Board of Directors

United Way of the Bluegrass

Service Categories
Secondary Organization Category Human Services / Emergency Assistance (Food, Clothing, Cash)
Geographic Areas Served
Areas
In a specific U.S. city, cities, state(s) and/or region.
Anderson County
Bourbon County
Clark County
Fayette County
Jessamine County
Madison County
Montgomery County
Scott County
Woodford
United Way of the Bluegrass serves Anderson, Bourbon, Clark, Fayette, Jessamine, Madison, Montgomery, Scott and Woodford counties in Central Kentucky.
Impact Questions
GoalsHelpWhat is the organization aiming to accomplish? This is the organization's ultimate goal for intended impact.

We have a Big Bold Goal for the Bluegrass community:  10,000 more families will be self-sufficient by 2020.  

 
United Way advances the common good by creating opportunities for a better life for all. Our focus is on education, basic needs, and financial stability, because these are the building blocks for a good quality of life. We convene the people and organizations from all across the community who bring the passion, expertise and resources needed to get things done. We invite you to be a part of the change. You can give, you can advocate, and you can volunteer. Together, we can accomplish so much more.
StrategiesHelpWhat are the organization's strategies for its stated long-term goals?
4 Key Pillars of Success:
 
  1. Basic Needs: addressing basic needs, injustices, inequities, lack of resources and other barriers to move families forward.
  2. School Readiness: leading initiatives to improve the quality of childcare, family support, early intervention and equipping parents to make positive choices for their families.
  3. Student Success: helping children and youth achieve their potential by emphasizing education as the foundation for personal fulfillment, economic security and societal contribution.
  4. Financial Stability: investing in economic empowerment so low-to-middle income families have the resources and support to meet their needs, weather emergencies, and invest in a brighter future. 
CapabilitiesHelpWhat are the organization’s capabilities for doing this? What resources, capacities, and connections support its progress towards long-term goals? 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 lasting relationships with some of the regions most successful corporations, organizations and individuals - creating a powerful network that is committed to improving Central Kentucky and creating opportunities for everyone.  
IndicatorsHelpHow will the organization know if it is making progress? What are the key qualitative and quantitative indicators against which the organization assesses its progress toward its intended impact?

We have gathered the data we need so that we can monitor – and ultimately measure – progress against benchmarks. We mean to see that 80% of incoming kindergartners are ready to learn on the first day of school; 85% of students read at proficient or distinguished levels by 3rd grade; 90% of our 19-year-olds are college or career ready; 100% of our public schools are proficient or distinguished; that 10,000 more families are in a financial position that moves them above the poverty level so that basic needs are no longer a question – but a certainty. We will be convening community partners to determine the full continuum of data we will need from multiple sources and different levels to properly measure our success.

 

UWBG has established a Data & Metrics Committee, chaired by UK’s Martin School’s Dr. Eugenia Toma, to guide the community’s evaluation of the Big Bold Goal. The committee is comprised of individuals with expertise in data, analytics, and community issues.  There are representatives from local universities, local government, Lexmark, Toyota, the school systems and chamber of commerce.  The committee is currently working towards three outcomes:

 

·         The review and release of community-level data that defines the BBG

·         The development and monitoring of community-level metrics that will demonstrate the level of success on the BBG

·         The establishment of program-level metrics that internal and external programs will use to measure success

 

In addition, programs funded by UWBG submit reports every six months.  These reports are compiled and reviewed by masters-level students from the University of Kentucky’s Martin School and College of Social Work.

 

ProgressHelpWhat has and hasn’t been accomplished so far?
This community’s commitment to the Big Bold Goal - that 10,000 more families in the Bluegrass will be self-sufficient by 2020 - has shown excellent progress through 2017. Our data shows that 2/3 of the families whose lives we want to improve, have been helped through the end of 2016.  As a part of this goal for the community, we are working to address long-term barriers to success by ensuring that all schools in our region are rated “Proficient” or “Distinguished” and that 90% of our students graduate from high school ready for college or career by 2020. Accomplishing this bold goal as a community - with an emphasis on improving public school outcomes - will result in Central Kentucky becoming an even better place to live, work, and raise a family.
We often hear that "it takes a village" for a community to be successful. Indeed, Central Kentucky's "village" deserves our thanks. Educators, families, students of all ages, the faith-based community, businesses and corporate partners, community-based organizations, and countless volunteers all share in these successes.
Board Chair
Board Chair Mr. Bill Wilson
Company Affiliation retired
Term July 2016 to June 2018
Board Members
NameAffiliationStatus
Janet Beard Fifth Third Bank of KentuckyVoting
Jeff Birdsong CMWA, Inc.
Patrick Brewer Lexmark International, Inc.Voting
Owen Cropper IBMVoting
Craig Daniels Central BankVoting
Ms. Morgan Daulton ViamediaVoting
Blake Drury Anderson County Schools
Mr. Bill Farmer United Way of the BluegrassExofficio
Kathy Fields Jessamine County Schools
Rufus Friday The Lexington Hearald-Leader Company
Mr. Arnold Gaither Community VolunteerVoting
Mr. John Hutcherson LexmarkVoting
Augusta Julian Bluegrass Community & Technical CollegeVoting
Mr. Mark Klee Toyota Motor Manufacturing, Kentucky, Inc.Voting
Ms. Janette Lloyd Xerox CorporationVoting
Scott Lockard Clark County Health DepartmentVoting
Ms. Valerie Marshall PNCVoting
Kristi Middleton Kentucky Community and Technical College SystemVoting
Mr. Kevin Rogers Kentucky American WaterVoting
Brock Saladin Lexmark International
Ms. Melissa Stephan Community VolunteerVoting
Dr. Matt Thompson Montgomery County SchoolsVoting
Tyrone Tyra Commerce LexingtonVoting
Mr. Harvie Wilkinson University of KentuckyVoting
Lu Young Fayette County Public SchoolsVoting
Board Demographics - Ethnicity
African American/Black 7
Asian American/Pacific Islander 0
Caucasian 18
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 16
Female 9
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 2
Board Meeting Attendance % 80%
Written Board Selection Criteria? Under Development
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 100%
Constituency Includes Client Representation Yes
Number of Full Board Meetings Annually 6
CEO/Executive Director
Executive Director Mr. Bill Farmer
Term Start Oct 2009
Email bill.farmer@uwbg.org
Experience

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.

 

Staff
Full Time Staff 30
Part Time Staff 3
Volunteers 1786
Contractors 0
Retention Rate 72%
Management Reports to Board? Yes
Staff Demographics - Ethnicity
African American/Black 7
Asian American/Pacific Islander 0
Caucasian 26
Hispanic/Latino 0
Native American/American Indian 0
Other 0
Staff Demographics - Gender
Male 10
Female 23
Unspecified 0
Former CEOs
NameTerm
Mr. Winston Faircloth -
Ms. Kathy Plomin Aug 2000 - Apr 2009
Senior Staff
Title Vice President, Community Education Initiatives
Title Vice President, Finance & Administration
Title Vice President, Regional Services
Title Vice President, Marketing
Title Vice President, Community Impact
Title VP, Resource Development
Formal Evaluations
CEO Formal Evaluation Yes
CEO/Executive Formal Evaluation Frequency Annually
Senior Management Formal Evaluation Yes
Senior Management Formal Evaluation Frequency Annually
NonManagement Formal Evaluation Yes
Non Management Formal Evaluation Frequency Annually
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.
Category
Population Served General/Unspecified, ,
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 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 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.

Examples of Program Success

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.

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.

Category
Population Served , ,
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 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 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.

Examples of Program Success

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.

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.

 

Category
Population Served , ,
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 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 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.

Examples of Program Success

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.

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.

Category Community Development, General/Other Community Economic Development
Population Served Adults, ,
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 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 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.

Examples of Program Success

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.

Description Our Annual Campaign is invested in community solutions. Money is allocated to local non-profit service providers through a volunteer-led process for a three-year grant cycle; designated by individual donors to specific, qualified 501c3 agencies; and invested in community-based programs led by or overseen by United Way of the Bluegrass.
Category
Population Served , ,
Program Comments
CEO Comments

United Way of the Bluegrass is a 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 services
  • Education
  • Income
  • Health

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.

Plans & Policies
Organization has a Fundraising Plan? Yes
Organization has a Strategic Plan? Yes
Years Strategic Plan Considers 5
Date Strategic Plan Adopted Mar 2008
Management Succession Plan? Yes
Organization Policy and Procedures Yes
Nondiscrimination Policy Yes
Whistleblower Policy Yes
Document Destruction Policy Yes
Financials
Revenue vs Expenses - All Years
Expense Breakdown - Recent Year
Fiscal Year
Fiscal Year Start July 01, 2015
Fiscal Year End June 30, 2016
Projected Revenue $5,165,941.00
Projected Expenses $5,458,323.00
Endowment Value $592,500.00
Spending Policy Income Only
Detailed Financials
Revenue and ExpensesHelpFinancial data for prior years is entered by foundation staff based on the documents submitted by nonprofit organizations.Foundation staff members enter this information to assure consistency in the presentation of financial data across all organizations.
Fiscal Year201520142013
Total Revenue$5,379,093$5,108,738$5,343,563
Total Expenses$5,489,447$6,186,536$6,179,877
Revenue Less Expenses($110,354)($1,077,798)($836,314)
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 Year201520142013
Foundation and
Corporation Contributions
------
Government Contributions$0$74,996$0
Federal------
State------
Local------
Unspecified--$74,996--
Individual Contributions$4,888,150$4,637,214$4,893,717
--$0--
$342,207$260,343$243,589
Investment Income, Net of Losses$59,756$76,691$99,334
Membership Dues--$0--
Special Events$57,924$38,716$61,747
Revenue In-Kind--$263,386--
Other$31,056$20,778$45,176
Expense Allocation
Fiscal Year201520142013
Program Expense$3,898,796$4,585,669$4,796,534
Administration Expense$342,763$441,962$389,916
Fundraising Expense$1,247,888$1,158,905$993,427
Payments to Affiliates------
Total Revenue/Total Expenses0.980.830.86
Program Expense/Total Expenses71%74%78%
Fundraising Expense/Contributed Revenue25%24%20%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$4,030,089$4,471,007$5,584,974
Current Assets$1,961,627$1,810,128$2,585,962
Long-Term Liabilities--$0--
Current Liabilities$552,160$427,701$365,611
Total Net Assets$3,477,929$4,043,306$5,219,363
Form 990s
2015 Form 990
2014 Current 990
2013 990
2012 IRS 990
2011 990 2011
2010 990
2009 990
2008 990
2007 990
2006 990
Capital Campaign
Currently in a Capital Campaign? No
Dates July 2015 to June 2016
Amount Raised To Date 1087589 as of Sept 2015
Capital Campaign Anticipated in Next 5 Years? Yes
State Registration Yes
Address 100 Midland Ave
Suite 300
Lexington, KY 40508
Primary Phone 859 233-4460
Contact Email liveunited@uwbg.org
CEO/Executive Director Mr. Bill Farmer
Board Chair Mr. Bill Wilson
Board Chair Company Affiliation retired