UNITED WAY OF THE BLUEGRASS INC

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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

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.

Program Service Accomplishments

Program 1

Expenses: $720,733 Revenue: $1,107,091

SUPPORTING COMMUNITY PROGRAMS: UWBG HELPS CREATE OPPORTUNITIES FOR A BETTER LIFE FOR ALL. WE MAKE STRATEGIC INVESTMENTS IN PROGRAMS SERVING LOW-INCOME AND UNDERSERVED CENTRAL KENTUCKIANS IN THE AREAS OF BASIC NEEDS, EDUCATION, AND FINANCIAL STABILITY. WE ALSO SERVE AS AN INCUBATOR FOR NEW PROGRAMS, AND A CONVENER OF PARTNERSHIPS OF AGENCIES SEEKING TO IMPROVE LIVES BY WORKING TOGETHER. UWBG SERVES TEN CENTRAL KENTUCKY COMMUNITIES INCLUDING: ANDERSON, BOURBON, CLARK, FAYETTE FRANKLIN, JESSAMINE, MADISON, MONTGOMERY, SCOTT AND WOODFORD COUNTIES. UWBG IS A LEADER AND MOTIVATOR OF CHANGE FOR LONG-TERM SOLUTIONS FOR CENTRAL KENTUCKY COMMUNITIES. WE INVEST DONOR DOLLARS INTO PROGRAMS THAT ARE MAKING A DIFFERENCE AND SUPPORTING LOW-INCOME AND UNDERSERVED FAMILIES AND CHILDREN. WE HAVE DEVELOPED SYSTEMS TO EVALUATE THE QUALITY AND SUCCESS OF THE PROGRAMS AND PARTNERS THAT OUR INVESTORS HELP FUND, SO THAT THEY CAN BE ASSURED THAT THEIR DOLLARS WILL HAVE MAXIMUM IMPACT ON THEIR COMMUNITY. WE BELIEVE THAT OUR COMMUNITIES CAN ONLY AFFECT LONG-TERM POSITIVE CHANGE BY WORKING TOGETHER AND LIVING UNITED. WE ARE PROUD TO SERVE AS A VEHICLE THROUGH WHICH MEMBERS OF OUR COMMUNITY CAN JOIN TOGETHER AND MAKE A POWERFUL IMPACT ON THE EDUCATION, INCOME, AND BASIC NEEDS OF OUR COMMUNITY.

Program 2

Expenses: $754,624

UNITED WAY-AIRS 2-1-1: UWBG 2-1-1 CONNECTS PEOPLE WITH RESOURCES THAT ARE AVAILABLE IN THEIR COMMUNITY VIA PHONE, CHAT, TEXT MESSAGING, MOBILE APPS AND THE 211 WEBSITE. 211 HELPS THOUSANDS OF PEOPLE IN CENTRAL KENTUCKY EACH YEAR. IN ADDITION TO THE WORK 211 IS DOING IN CENTRAL KENTUCKY, THE CONTACT CENTER HAS CONTRACTS THAT HAVE EXPANDED THE REACH OF THE UWBG 2-1-1 PROGRAM. IN PARTNERSHIP WITH THE CABINET FOR HEALTH AND FAMILY SERVICES FOR THEIR KYNECT RESOURCES PLATFORM, UWBG 2-1-1 HAS GONE LIVE WITH THE REMAINDER OF COUNTIES IN KENTUCKY THAT DIDN'T PREVIOUSLY HAVE 2-1-1 SERVICE. 2-1-1 IS NOW AVAILABLE TO ALL KENTUCKIANS! EFFORTS ARE ONGOING IN PARTNERSHIP WITH OTHER LOCAL 2-1-1 PROVIDERS AND UNITED WAY OF KENTUCKY TO PROMOTE THE SERVICE ACROSS THE COMMONWEALTH.

Program 3

Expenses: $196,286

WAYPOINT: WAYPOINT CENTERS ARE THE NEXT STEP IN THE EVOLUTION OF DELIVERY OF NON-PROFIT-BASED HEALTH AND HUMAN SERVICES IN LEXINGTON. UWBG'S WAYPOINT STRATEGY WAS BORN OUT OF AN IN-DEPTH ANALYSIS OF OUR REGIONAL COMMUNITY AND CURRENT DEMOGRAPHICS, AND A MEANINGFUL UNDERSTANDING OF WHAT OUR COMMUNITY NEEDS TO EVOLVE INTO A BETTER, MORE RESILIENT BLUEGRASS. WAYPOINT'S MISSION IS TO CREATE A ONE-STOP ACCESS POINT FOR FAMILIES AND INDIVIDUALS, AND TO PROVIDE VITAL PROGRAMMING TO PEOPLE LIVING IN UNDERSERVED NEIGHBORHOODS AND COMMUNITIES OF COLOR. WAYPOINT CENTERS COORDINATE AN ECOSYSTEM OF PARTNERS AND PROGRAMS TO HAVE THE GREATEST IMPACT ON LOCAL FAMILIES FROM A PHYSICAL AND PLACE-BASED ANCHOR IN THEIR COMMUNITIES. UWBG HAS LAUNCHED ITS INAUGURAL THREE (3) WAYPOINT CENTERS IN NEIGHBORHOODS ACROSS OUR REGION WHERE OUR HELP IS NEEDED MOST. THE THREE CENTERS ARE LOCATED IN 1) LEXINGTON'S WEST END (BLACK AND WILLIAMS RECREATIONAL CENTER), 2) LEXINGTON'S EAST END (MARKSBURY FAMILY WAYPOINT CENTER AT HISTORIC PALMER PHARMACY) AND 3) IN PARIS, KENTUCKY AT THE BOURBON PARIS YMCA. IN THE YEAR ENDED JUNE 30, 2024, CENTRO DE SAN JUAN DIEGO WAYPOINT CENTER OPENED AND THE WAYPOINT CENTER IN PARIS, KENTUCKY WAS CLOSED. OUR TEAM OF COMMUNITY IMPACT SPECIALISTS MEET PARTICIPANTS WHERE THEY ARE ON THEIR JOURNEY FORWARD AND PROVIDE PERSONALIZED SUPPORT TO HELP STABILIZE INDIVIDUALS IN CRISIS, MOVE FAMILIES TOWARD SELF-SUFFICIENCY, AND CREATE INNOVATIVE SOLUTIONS TO BREAK THE CYCLE OF GENERATIONAL POVERTY. WAYPOINT CENTERS ARE A PLACE WHERE THE COMMUNITY CAN GO TO LEAN ON A TRUSTED NEIGHBOR AND ACCESS EXCEPTIONAL SERVICES. WAYPOINT CENTERS WILL HELP STABILIZE, GROW, AND EMPOWER EVERY PERSON AND FAMILY, NO MATTER THEIR CURRENT FINANCIAL SITUATION OR ZIP CODE.

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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