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Community Development : United Ways (Grantmaking/Grants Payable)

United Way of the Bluegrass

Live united

three stars

86.15

100 Midland Avenue Suite 300
Lexington, KY 40508
tel: (859) 233-4460   Web Site
EIN: 61-0444679

Board Leadership
Paul Rooke
Board Chair

CEO
Timothy Johnson
President, CEO

  Score
(out of 100)
Rating
Overall Score & Rating 86.15 three stars
  Financial 80.84 three stars
  Accountability & Transparency 96.00 four stars
This rating was published 03/01/2020 and includes data from FY2018, the most recent 990 received at that time.

At United Way of the Bluegrass (UWBG), we know big things can happen when our community works together toward a common goal. We LIVE UNITED against poverty, and other social issues facing our schools, neighborhoods and communities. Our mission is simple: UWBG fights for the basic needs, education and financial stability of every person in Central Kentucky.

United Way of the Bluegrass has been a leader and motivator of change for real solutions in Central Kentucky for 98 years. We have developed systems to evaluate the quality and success of the programs and partners that our investors help fund, so you can be assured that your dollars will have maximum impact. To live better, we must LIVE UNITED.

At United Way of the Bluegrass (UWBG), we know big things can happen when our community works together toward a common goal. We LIVE UNITED against poverty, and other social issues facing our schools, neighborhoods and communities. Our mission is simple: UWBG fights for the basic needs, education and financial stability of every person in Central Kentucky.

United Way of the Bluegrass has been a leader and motivator of change for real solutions in Central Kentucky for 98 years. We have developed systems to evaluate the quality and success of the programs and partners that our investors help fund, so you can be assured that your dollars will have maximum impact. To live better, we must LIVE UNITED.

Impact Information

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Reported Results
Showing 3 of 5
Total in 2018
Total number of grants awarded
140
Hours of volunteer service
275,650
Number of clients served
131,256
Number of referrals to resources offered
16,382
Number of children served
38,484
This impact information is current as of January 2020, when it was provided to us by GuideStar. At this time, Impact information published on this organization's page has no effect on its rating per our methodology.

Financial

three stars

80.84

Accountability & Transparency

four stars

96.00

This rating was published 03/01/2020 and includes data from FY2018, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
74.7%
  Administrative Expenses 5.3%
  Fundraising Expenses 19.8%
  Fundraising Efficiency $0.22
  Working Capital Ratio (years) 0.50
  Program Expenses Growth -1.7%
  Liabilities to Assets 12.4%
All data for Financial Performance Metrics calculations was provided by United Way of the Bluegrass on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of the Bluegrass on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of the Bluegrass (KY) 86.15 three stars
United Way of Central Oklahoma (OK) 90.43 four stars
United Way of Delaware County (OH) 89.06 three stars
United Way of Sheboygan County (WI) 90.50 four stars
Valley of the Sun United Way (AZ) 95.12 four stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $4,001,561
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $12,392
   Related Organizations $0
   Government Grants $0
Total Contributions $4,013,953
   Program Service Revenue $835,669
Total Primary Revenue $4,849,622
   Other Revenue $215,720
TOTAL REVENUE $5,065,342
   
EXPENSES  
   Program Expenses $3,703,194
   Administrative Expenses $277,586
   Fundraising Expenses $842,863
TOTAL FUNCTIONAL EXPENSES $4,823,643
   
Payments to Affiliates $0
Excess (or Deficit) for the year $241,699
   
Net Assets $2,743,856

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Grant Distribution $2,097,915 56.7%
Trailblazers: Retired and Senior Volunteer Program $819,686 22.1%
United Way 211 $411,575 11.1%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-06 03/01/2020 86.15 three stars
2018-06 09/03/2019 85.31 three stars
2017-06 12/01/2018 79.59 two stars
2016-06 02/01/2018 77.42 two stars
2015-06 12/01/2016 81.70 three stars
2014-06 06/01/2016 83.41 three stars
 
CN 2.0
2014-06 11/01/2015 75.80 two stars
2013-06 12/01/2014 78.88 two stars
2012-06 11/01/2013 79.52 two stars
2010-12 04/01/2012 81.17 three stars
2009-12 09/20/2011 83.23 three stars
 
CN 1.0
2009-12 04/01/2011 73.28 two stars
2007-12 02/01/2009 82.11 three stars
2006-12 02/01/2008 76.95 two stars
2005-12 02/01/2007 82.62 three stars
2004-12 02/01/2006 80.32 three stars
2003-12 04/01/2005 74.89 two stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 61-0444679
Name in IRS Master File UNITED WAY OF THE BLUEGRASS INC
NTEE Code T70
NTEE Classification Fund Raising Organizations That Cross Categories
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (602) Gifts, grants, or loans to other organizations
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date August, 1955
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2018
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
Compensation % of Expenses Paid to Title
$121,669 2.52% William Farmer President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of the Bluegrass (KY) 86.15 three stars
United Way of Greater Lafayette (IN) 95.93 four stars
United Way of the Cape Fear Area (NC) 88.84 three stars
United Way of Forsyth County - GA (GA) 90.52 four stars
Tulsa Area United Way (OK) 90.84 four stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

United Way of the Bluegrass
100 Midland Avenue
Suite 300
Lexington, KY 40508
tel: (859) 233-4460
fax: (859) 259-3397
EIN: 61-0444679

Visit Web Site

Board Leadership

Paul Rooke
Board Chair

CEO

Timothy Johnson
President, CEO

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