Nonprofit · EIN 61-0444679
UNITED WAY OF THE BLUEGRASS INC
Tax-exempt · LEXINGTON, KY 40517
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,369,635 | $3,681,000 | -$311,365 | $4,546,178 | $1,161,807 | $3,384,371 |
| June 30, 2024 | 990 | $4,037,671 | $4,396,259 | -$358,588 | $5,106,474 | $1,519,512 | $3,586,962 |
| June 30, 2023 | 990 | $5,157,397 | $4,439,745 | $717,652 | $5,030,075 | $1,262,900 | $3,767,175 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,122,903
- Program service revenue
- $1,099,940
- Investment income
- $136,194
- Net rental income
- $4,950
- Net gain from sales of assets
- $76,294
- Net income from fundraising events
- $3,447
- Other revenue
- $10,598
Expenses
- Grants and similar amounts paid
- $768,070
- Compensation of officers, directors and key employees
- $309,055
- Other salaries and wages
- $1,342,974
- Salaries, compensation and benefits (total)
- $1,934,636
- Professional fundraising fees
- $0
- Accounting fees
- $21,100
- Occupancy
- $173,286
- Travel
- $25,767
- Depreciation
- $29,662
- Program services (functional)
- $2,169,313
- Management and general (functional)
- $1,062,128
- Fundraising (functional)
- $449,559
Balance sheet and other
- Total assets, start of year
- $5,106,474
- Total assets, end of year
- $4,546,178
- Total liabilities, end of year
- $1,161,807
- Net assets, end of year
- $3,384,371
- Land, buildings and equipment
- $957,928
- Publicly traded securities
- $1,958,539
- Net assets without donor restrictions
- $2,656,229
- Net assets with donor restrictions
- $728,142
- Gross receipts
- $3,368,325
- Employees
- 47
- Volunteers
- 792
- Year formed
- 1955
- State of legal domicile
- KY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TIMOTHY JOHNSON | PRESIDENT Officer | 50 | $180,288 | $30,105 |
| KATHY GOSNELL | VICE PRESIDENT, FIANANCE AND ADMINISTRATION Officer | 50 | $82,833 | $15,829 |
| DR KENNETH JONES | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DAVID KYLE MURRARY | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| VALERIE MARSHALL | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ANNA MINROVIC | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MARY KATHERINE KATHY JAEGER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANNE BROOKS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRANDON EASON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CARYL PFEIFFER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CATHY JENNINGS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHAS SERGENT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CRAIG DANIELS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID KIDD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR RICKEY W SMITH SR | DIRECTOR Trustee or director | 1 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JADE MILES | DIRECTOR Trustee or director | 1 | $0 |
| KURT KOGLER | DIRECTOR Trustee or director | 1 | $0 |
| MAURA SMITH | DIRECTOR Trustee or director | 1 | $0 |
| PASTOR RICHARD GAINES | DIRECTOR Trustee or director | 1 | $0 |
| PAUL ROOKE | DIRECTOR Trustee or director | 1 | $0 |
| BOB KAIN | DIRECTOR Trustee or director | 1 | $0 |
| DR WILLIAM BRIEN DAVID LEWIS | DIRECTOR Trustee or director | 1 | $0 |
| JOHN BEVINGTON | DIRECTOR Trustee or director | 1 | $0 |
| LAURA CARPENTER | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL SCHACHLEITER | DIRECTOR Trustee or director | 1 | $0 |
| JUAN CASTRO | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TIMOTHY JOHNSON | PRESIDENT AND CEO Trustee or director, Officer | 50 | $175,560 | $29,244 |
| KATHY GOSNELL | VICE PRESIDENT, FINANCE & Officer | 50 | $80,000 | $13,870 |
| DR KENNETH R JONES | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DAVID KYLE MURRAY | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARY E MEIXELSPERGER | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARY KATHERINE JAEGER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ANNE BROOKS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CRAIG DANIELS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT DUNCAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRANDON LEE EASON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PASTOR RICHARD GAINES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CATHY MARIE JENNINGS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT JOSEPH KAIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID KIDD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KURT KOGLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR BRIEN LEWIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VALERIE MARSHALL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JADE MILES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANNA MINROVIC | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CARYL PFEIFFER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAUL ROOKE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHAS SARGENT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MAURA SMITH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR RICKEY W SMITH SR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR STEVEN YATES | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TIMOTHY JOHNSON | PRESIDENT AND CEO Officer | 50 | $168,380 | $28,559 |
| KATHY GOSNELL | VICE PRESIDENT, FINANCE & OPERATIONS Officer | 50 | $46,583 | $10,403 |
| VICKI SEALE | VP OF FINANCE (PARTIAL YEAR) Officer | 50 | $11,461 | $653 |
| KENNETH JONES | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| KYLE MURRAY | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| KATHY JAEGER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MARY E MEIXELSPERGER | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| CRAIG DANIELS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRANDON EASON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRIEN LEWIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHAS SARGENT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BOB KAIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID KIDD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CARYL PFEIFFER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KURT KOGLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANNA MINROVIC | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANNE BROOKS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VALERIE MARSHALL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CATHY JENNINGS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICHARD GAINES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICK SMITH SR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MAURA SMITH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAUL ROOKE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROB DUNCAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVEN YATES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JADE MILES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARK SULSKI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CAM FREEMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 651 PERIMETER DR STE 510, LEXINGTON, KY 40517-4138
- Principal officer (990 for 2024)
- CALEB ROBINSON, 651 PERIMETER DRIVE SUITE 510, LEXINGTON, KY 40517
- Signed the 990
- CALEB ROBINSON, INTERIM CEO/VP RESOURCE DEVELOPMENT
- Phone
- (859) 233-4461
- Website
- WWW.UWBG.ORG
- Return prepared by
- LBMC PC
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 accomplishments
- 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.Expenses $720,733 · grants $700,000 · revenue $1,107,091
- 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.Expenses $754,624
- 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.Expenses $196,286 · grants $68,070
- Expenses $497,670
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 61-0444679
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1955
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P99)
- Assets (IRS master file)
- $4,546,178
- Income (IRS master file)
- $3,368,325
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,369,635 | $3,681,000 | $4,546,178 | IRS |
| 990 | June 2024 | $4,037,671 | $4,396,259 | $5,106,474 | XML |
| 990 | June 2023 | $5,157,397 | $4,439,745 | $5,030,075 | XML |
| 990 | June 2022 | $4,314,317 | $4,518,487 | $4,346,368 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 61-0444679).
Questions about UNITED WAY OF THE BLUEGRASS INC
- What is the EIN of UNITED WAY OF THE BLUEGRASS INC?
- The employer identification number (EIN) of UNITED WAY OF THE BLUEGRASS INC is 61-0444679.
- Is UNITED WAY OF THE BLUEGRASS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1955.
- Are donations to UNITED WAY OF THE BLUEGRASS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF THE BLUEGRASS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED WAY OF THE BLUEGRASS INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF THE BLUEGRASS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNITED WAY OF THE BLUEGRASS INC?
- The 990 for the year ended June 30, 2025 names CALEB ROBINSON.
- Who are the officers and directors of UNITED WAY OF THE BLUEGRASS INC?
- The 990 for the year ended June 30, 2025 lists 26 people; 2 received compensation from the organization, the highest $180,288 (TIMOTHY JOHNSON, PRESIDENT).
- How much revenue does UNITED WAY OF THE BLUEGRASS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,369,635, expenses of $3,681,000 and total assets of $4,546,178 at year end.
Other nonprofits in LEXINGTON
- HOSPICE OF THE BLUEGRASS INC EIN 61-0978097 · last filed 990 for 2024
- FEDERATED TRANSPORTATION SERVICES OF THE BLUEGRASS INC EIN 31-1057711 · last filed 990 for 2025
- ABFM FOUNDATION INC EIN 61-1368512 · last filed 990 for 2024
- GLOBAL PEACE ALLIANCE INC EIN 87-2283189 · last filed 990 for 2025
- LEXINGTON RESCUE MISSION INC EIN 61-1387338 · last filed 990 for 2025
- WALKER HOUSE EIN 87-1738976 · last filed 990 for 2025
- CHILD DEVELOPMENT CENTERS OF THE BLUEGRASS INC EIN 61-0543367 · last filed 990 for 2025
- GREENHOUSE17 INC EIN 20-1965942 · last filed 990 for 2025