United Way of the Bluegrass
Meets Standards
Standards For Charity Accountability
Governance
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Board Oversight
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Board Size
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Board Meetings
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Board Compensation
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Conflict of Interest
Measuring Effectiveness
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Effectiveness Policy
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Effectiveness Report
Finances
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Program Expenses
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Fundraising Expenses
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Accumulating Funds
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Audit Report
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Detailed Expense Breakdown
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Accurate Expense Reporting
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Budget Plan
Fundraising & Info
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Truthful Materials
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Annual Report
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Website Disclosures
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Donor Privacy
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Cause Marketing Disclosures
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Complaints
United Way of the Bluegrass meets the 20 Standards for Charity Accountability.
Stated Purpose:
United Way of the Bluegrass fights for the basic needs, education, and financial stability of every person in Central Kentucky. It is a convener, collaborator, and catalyst of community action.
Year, State Incorporated:
1959, KY
United Way of the Bluegrass has been a leader and motivator of change for real solutions in Central Kentucky for over 100 years. Each day, it fights for the basic needs, education, and financial stability of every person in the ten counties represented: Anderson, Bourbon, Clark, Fayette, Franklin, Jessamine, Madison, Montgomery, Scott, and Woodford. It has developed systems to evaluate the quality and success of the programs and partners that investors help fund, so donated dollars will have maximum impact. It supports nonprofit programs in its service area as well as the following programs within the organization. It operates several WayPoint Center locations where staff deliver targeted, individualized wrap-around services that connect people with healthcare, kynect medical insurance, employment solutions, and more. 211 is a directed health and human services call center which serves much of the Commonwealth and plays a critical role in connecting individuals and families in need with vital resources such as housing, food, healthcare, education, and employment. The Volunteer Income Tax Assistance (VITA) program provides free tax preparation and filing services to individuals in the low to moderate income bracket and those for whom English is not their primary language. Lastly, the Sweet Dreams Project has served nearly 14,000 students in 40+ schools across 13 school districts, giving them new pajamas, personal care items, books, and healthy snacks to take home for the holiday break.
For the year ended June 30, 2023, United Way of the Bluegrass's program expenses were:
| All other programs | $1,345,089 |
| Allocations to agencies (less amounts designated by contributors) | $1,344,400 |
| Community impact | $212,358 |
| Total Program Expenses | $2,901,847 |
Chief Executive
Tom Shelton, Interim President & CEO
Chair of the Board
Mr. Kyle Murray
Chair's Profession / Business Affiliation
Lexmark
Board Size
23
Paid Staff Size
35
Method(s) Used:
Direct mail appeals, Invitations to fund raising events, Print advertisements (newspapers, magazines, etc.), Grant proposals, Internet, Planned giving arrangements, Cause-related marketing (affinity credit cards, consumer product sales, etc.), Membership appeals, Appeals via Social Media (Facebook, etc.), Other
This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.
The following information is based on United Way of the Bluegrass's audited financial statements for the year ended June 30, 2023.
Source of Funds
| Campaign contributions | $2,603,780 |
| Contract services | $963,234 |
| Non-campaign contributions | $876,692 |
| Grants | $316,664 |
| Realized and unrealized gains on investments, net | $147,167 |
| Other income | $88,385 |
| Special events | $47,571 |
| Investment income | $38,466 |
| In-kind contributions | $25,242 |
| Total Income | $5,107,201 |
Programs: 65% Fundraising: 10% Administrative: 25%
| Total Income | $5,107,201 |
| Total expenses: | $4,445,361 |
| Program expenses | $2,901,847 |
| Fundraising expenses | $447,094 |
| Administrative expenses | $1,096,420 |
| Other expenses | $0 |
| Income in Excess of Expenses | $661,840 |
| Beginning Net Assets | $3,105,335 |
| Other Changes In Net Assets | $0 |
| Ending Net Assets | $3,767,175 |
| Total Liabilities | $1,262,900 |
| Total Assets | $5,030,075 |
Ending net assets as reported above include $1,882,088 without donor restrictions and $1,885,087 with donor restrictions.
Total assets as reported above include $301,805 in property and equipment, net.
An organization may change its practices at any time without notice. A copy of this report has been shared with the organization prior to publication. It is not intended to recommend or deprecate, and is furnished solely to assist you in exercising your own judgment. If the report is about a charity and states the charity meets or does not meet the Standards for Charity Accountability, it reflects the results of an evaluation of information and materials provided voluntarily by the charity. The name Better Business Bureau is a registered service mark of the International Association of Better Business Bureaus.
This report is not to be used for fundraising or promotional purposes.
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Report completed by:
BBB serving Greater Kentucky and South Central Indiana