UNITED WAY OF THE BLUEGRASS INC Charity Report

Public IRS 990 nonprofit record

UNITED WAY OF THE BLUEGRASS INC

EIN 61-0444679 · Human Services N.E.C. (P99)

What they do

UNITED WAY of THE BLUEGRASS (UWBG) FIGHTS for THE EDUCATION, FINANCIAL STABILITY, HEALTH, and BASIC NEEDS of EVERY PERSON IN CENTRAL KENTUCKY for OVER 100 YEARS. UWBG FOCUSES ON IMPROVING LIVES BY CREATING OPPORTUNITIES for ALL INDIVIDUALS to SUCCEED THROUGH COLLABORATION WITH COMMUNITY PARTNERS, LOCAL BUSINESSES, and VOLUNTEERS, STRIVING to BUILD STRONGER COMMUNITIES and EMPOWER INDIVIDUALS to ACHIEVE SELF-SUFFICIENCY. LAST YEAR UWBG and OUR PARTNERS SERVED OVER 116,000 INDIVIDUALS ACROSS CENTRAL KENTUCKY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $58.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders26 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

64.38%of revenue went to mission work58.9% of expenses · Program services

13.34%of revenue went to fundraising12.2% of expenses

$109.24spent for every $100 of revenueSpending was higher than revenue this year.

31.52%of revenue went to management and office costs28.9% of expenses

$1.24in assets for every $1 spent this yearSome assets cannot be spent right away.

63.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $311,365 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $210,393 for TIMOTHY JOHNSON (PRESIDENT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$3,369,635

Mission workProgram services$2,169,31364.38% of revenue58.9% of expenses

ManagementOffice and general costs$1,062,12831.52% of revenue28.9% of expenses

FundraisingAsking for donations$449,55913.34% of revenue12.2% of expenses

Total expenses$3,681,000109.24% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 58.9% mission · 28.9% management · 12.2% fundraisingTotal expenses: 109.24% of revenue

2023Expense mix: 62.6% mission · 25.3% management · 12.1% fundraisingTotal expenses: 108.88% of revenue

2022Expense mix: 65.0% mission · 24.9% management · 10.1% fundraisingTotal expenses: 86.08% of revenue

2021Expense mix: 64.3% mission · 23.8% management · 11.9% fundraisingTotal expenses: 104.73% of revenue

2020Expense mix: 75.9% mission · 7.5% management · 16.5% fundraisingTotal expenses: 79.60% of revenue

2019Expense mix: 81.9% mission · 6.1% management · 12.1% fundraisingTotal expenses: 98.43% of revenue

2018Expense mix: 78.7% mission · 5.9% management · 15.4% fundraisingTotal expenses: 109.35% of revenue

2017Expense mix: 76.8% mission · 5.8% management · 17.5% fundraisingTotal expenses: 95.23% of revenue

Money in and money out

Revenue$3,369,635

Expenses$3,681,000

Annual shortfall $311,365 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$2,169,313 · 58.9% of expenses

Management and office costs$1,062,128 · 28.9% of expenses

Fundraising$449,559 · 12.2% of expenses

See all reported dollar amounts

Revenue$3,369,635

Expenses$3,681,000

Assets$4,546,178

Income$3,368,325

Contributions$2,122,903

Mission work (program services)$2,169,313

Fundraising$449,559

Grants given$14,327,392

Average grant$26,631

Management and general$1,062,128

Stocks and bonds$1,958,539

Accounting fees$21,100

Investing fees$10,118

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

TIMOTHY JOHNSONPRESIDENT · 50 hrs/week $210,393Base $180,288 · Other $30,105

KATHY GOSNELLVICE PRESIDENT, FIANANCE AND ADMINISTRATION · 50 hrs/week $98,662Base $82,833 · Other $15,829

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (26)

TIMOTHY JOHNSONPRESIDENT

KATHY GOSNELLVICE PRESIDENT, FIANANCE AND ADMINISTRATION

JADE MILESDIRECTOR

VALERIE MARSHALLIMMEDIATE PAST CHAIR

PAUL ROOKEDIRECTOR

PASTOR RICHARD GAINESDIRECTOR

MICHAEL SCHACHLEITERDIRECTOR

MAURA SMITHDIRECTOR

MARY KATHERINE KATHY JAEGERDIRECTOR

LAURA CARPENTERDIRECTOR

KURT KOGLERDIRECTOR

JUAN CASTRODIRECTOR

JOHN BEVINGTONDIRECTOR

ANNA MINROVICTREASURER

DR WILLIAM BRIEN DAVID LEWISDIRECTOR

DR RICKEY W SMITH SRDIRECTOR

DR KENNETH JONESCHAIR

DAVID KYLE MURRARYVICE CHAIR

DAVID KIDDDIRECTOR

CRAIG DANIELSDIRECTOR

CHAS SERGENTDIRECTOR

CATHY JENNINGSDIRECTOR

CARYL PFEIFFERDIRECTOR

BRANDON EASONDIRECTOR

BOB KAINDIRECTOR

ANNE BROOKSDIRECTOR

About this charity

Recognized since: January 1955
Location: 651 PERIMETER DR STE 510, LEXINGTON, KY 40517-4138
County: Fayette
In care of: CALEB ROBINSON
Primary officer: CALEB ROBINSON, INTERIM CEO/VP RESOURCE DEVELOPMENT

How to reach them

WebsiteVisit the charity’s website Phone(859) 233-4461

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: LBMC PC
NTEE classification: Human Services N.E.C. (P99)
IRS tax category: Human Services N.E.C.
Grant-giving organization: Yes