UNITED WAY OF THE BLUEGRASS INC (EIN 610444679) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1955

Legal Domicile

Principal Officer

CALEB ROBINSON

Phone

8592334461

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF THE BLUEGRASS INC, founded in 1955, is a community nonprofit in the Human Services sector that reported $3.4M in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year.

Mission

A LEADER AND MOTIVATOR OF CHANGE FOR REAL SOLUTIONS IN CENTRAL KENTUCKY FOR 100 YEARS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,122,903

Program Service Revenue $1,099,940

Investment Income $136,194

Other Revenue $10,598

TOTAL REVENUE $3,369,635

Expense Breakdown

Grants Paid $768,070

Salaries & Benefits $1,934,636

Fundraising Expenses $449,559

Program Expenses $2,169,313

Other Expenses $978,294

TOTAL EXPENSES $3,681,000

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,369,635	$4,037,671	-0.2%
Expenses	$3,681,000	$4,396,259	-0.2%
Net Income	$-311,365	$-358,588	-0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

792

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$309,055

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR KENNETH JONES	CHAIR	1.00	Officer Director	$0	$0	$0
DAVID KYLE MURRARY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
VALERIE MARSHALL	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
ANNA MINROVIC	TREASURER	1.00	Officer Director	$0	$0	$0
MARY KATHERINE KATHY JAEGER	DIRECTOR	1.00	Director	$0	$0	$0
ANNE BROOKS	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON EASON	DIRECTOR	1.00	Director	$0	$0	$0
CARYL PFEIFFER	DIRECTOR	1.00	Director	$0	$0	$0
CATHY JENNINGS	DIRECTOR	1.00	Director	$0	$0	$0
CHAS SERGENT	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG DANIELS	DIRECTOR	1.00	Director	$0	$0	$0
DAVID KIDD	DIRECTOR	1.00	Director	$0	$0	$0
DR RICKEY W SMITH SR	DIRECTOR	1.00	Director	$0	$0	$0
JADE MILES	DIRECTOR	1.00	Director	$0	$0	$0
KURT KOGLER	DIRECTOR	1.00	Director	$0	$0	$0
MAURA SMITH	DIRECTOR	1.00	Director	$0	$0	$0
PASTOR RICHARD GAINES	DIRECTOR	1.00	Director	$0	$0	$0
PAUL ROOKE	DIRECTOR	1.00	Director	$0	$0	$0
BOB KAIN	DIRECTOR	1.00	Director	$0	$0	$0
DR WILLIAM BRIEN DAVID LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BEVINGTON	DIRECTOR	1.00	Director	$0	$0	$0
LAURA CARPENTER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL SCHACHLEITER	DIRECTOR	1.00	Director	$0	$0	$0
JUAN CASTRO	DIRECTOR	1.00	Director	$0	$0	$0
TIMOTHY JOHNSON	PRESIDENT	50.00	Officer	$180,288	$30,105	$210,393
KATHY GOSNELL	VICE PRESIDENT, FIANANCE AND ADMINISTRATION	50.00	Officer	$82,833	$15,829	$98,662

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$3,369,635	$3,681,000	$4,546,178	$-311,365
2024	$4,037,671	$4,396,259	$5,106,474	$-358,588
2023	$5,157,397	$4,439,745	$5,030,075	$717,652
2022	$4,314,317	$4,518,487	$4,346,368	$-204,170
2021	$5,408,822	$4,305,380	$3,949,512	$1,103,442
2020	$4,268,160	$4,201,064	$2,784,570	$67,096
2019	$4,013,809	$4,389,109	$2,757,675	$-375,300
2018	$5,065,342	$4,823,643	$3,135,781	$241,699

UNITED WAY OF THE BLUEGRASS INC