Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2011 and ending 06-30-2011
BCheck if applicable:
CName of organization
UNITED WAY OF THE BLUEGRASS INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
2480 Fortune Drive
 
Room/suite
City or town, state or country, and ZIP + 4
Lexington, KY40509
D Employer identification number

61-0444679
E Telephone number

G Gross receipts $ 1,093,991
F Name and address of principal officer:
WILLIAM W FARMER PRESIDENT
2480 Fortune Drive
Lexington,KY40509
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.UWBG.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1955
M State of legal domicile: KY
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: UNITED WAY OF THE BLUEGRASS IMPROVES LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 56
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 55
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 34
6 Total number of volunteers (estimate if necessary) .... 6 687
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 0
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 5,477,499 440,886
9 Program service revenue (Part VIII, line 2g) ......... 3,275 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 182,301 168,281
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 55,747 48,970
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 5,718,822 658,137
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 3,873,591 18,840
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,313,663 701,300
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet370,134    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 808,578 466,975
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 5,995,832 1,187,115
19 Revenue less expenses. Subtract line 18 from line 12...... -277,010 -528,978
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 9,084,354 6,383,431
21 Total liabilities (Part X, line 26)............ 2,408,957 237,391
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 6,675,397 6,146,040
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: UNITED WAY IS IMPROVING THE LIVES OF ALL CENTRAL KENTUCKIANS BY CREATING OPPORTUNITIES FOR A BETTER LIFE FOR ALL. OUR FOCUS IS ON EDUCATION, INCOME AND HEALTH, BECAUSE THESE ARE THE BUILDING BLOCKS FOR A GOOD QUALITY OF LIFE. SEE SCHEDULE O
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 239,444 including grants of $   ) (Revenue $   )
THE COMMUNITY IMPACT IS THE MOST EFFECTIVE WAY TO INVEST IN INNOVATIVE PROGRAMS AND PROVEN STRATEGIES WITH A SINGLE UNDESIGNATED CONTRIBUTION AND PROVIDES INVESTMENT IN UNITED WAY'S PRIORITY AREAS: EDUCATION, INCOME AND HEALTH. THESE ARE THE BUILDING BLOCKS FOR A GOOD LIFE - A QUALITY EDUCATION THAT LEADS TO A STABLE JOB, ENOUGH INCOME TO SUPPORT A FAMILY THROUGH RETIREMENT AND GOOD HEALTH. UNITED WAY OF THE BLUEGRASS COMBINES DONOR CONTRIBUTIONS WITH OTHERS TO INVEST IN DYNAMIC APPROACHES AND PROVEN PROGRAMS AND INITIATIVES TO CREATE LASTING CHANGE IN CENTRAL KENTUCKY. UNITED WAY'S DIRECT KNOWLEDGE OF COMMUNITY NEEDS, ITS ABILITY TO IDENTIFY THE MOST EFFECTIVE AGENCY AND COMMUNITY PARTNERS ALONG WITH ITS REGIONAL, VOLUNTEER DECISION-MAKERS ENSURE THAT DONOR INVESTMENTS WILL MAKE A REAL AND LASTING DIFFERENCE. UNITED WAY EXISTS FOR ONE REASON: TO HELP US COME TOGETHER AS A COMMUNITY TO IDENTIFY AND ADDRESS THE ISSUES THAT TAKE ALL OF US WORKING TOGETHER TO SOLVE. (CONTINUED IN SCHEDULE O)
4b (Code:   ) (Expenses $ 125,730 including grants of $   ) (Revenue $ 720 )
UNITED WAY 2-1-1 EVERY DAY, SOMEONE SOMEWHERE IN CENTRAL KENTUCKY NEEDS TO FIND ESSENTIAL COMMUNITY SERVICES - AN AFTER SCHOOL PROGRAM, A FOOD BANK, OR WHERE TO SECURE CARE FOR AN AGING PARENT. MANY FACE THESE CHALLENGES, BUT DON'T ALWAYS KNOW WHERE TO TURN FOR HELP. WITH THE SUPPORT OF ORGANIZATIONS THAT PROVIDE HEALTH AND HUMAN SERVICES THROUGHOUT THE BLUEGRASS, UNITED WAY 2-1-1 IS THERE TO HELP. 2-1-1 IS AN EASY-TO-REMEMBER PHONE NUMBER THAT MAKES A CRITICAL CONNECTION BETWEEN INDIVIDUALS AND FAMILIES SEEKING SERVICES OR VOLUNTEER OPPORTUNITIES AND THE APPROPRIATE COMMUNITY-BASED ORGANIZATIONS AND GOVERNMENT AGENCIES. 2-1-1 MAKES IT POSSIBLE FOR PEOPLE TO NAVIGATE THE COMPLEX AND EVER-GROWING MAZE OF HUMAN SERVICE AGENCIES AND PROGRAMS. BY MAKING SERVICES EASIER TO ACCESS, 2-1-1 ENCOURAGES PREVENTION AND FOSTERS SELF-SUFFICIENCY. DURING 1/1/2011- 6/30/2011, THE UNITED WAY 2-1-1 PROGRAM ASSISTED APPROXIMATELY 13,636 CALLERS.
4c (Code:   ) (Expenses $ 47,189 including grants of $   ) (Revenue $ 170 )
UNITED WAY SUCCESS BY 6 IS AN EARLY CHILDHOOD INITIATIVE THAT WORKS TO ENSURE THAT ALL CHILDREN FROM BIRTH TO AGE 6 HAVE THE POSITIVE AND ENRICHING EXPERIENCES NECESSARY TO BEGIN SCHOOL PREPARED TO SUCCEED. THROUGH DATA TRACKING, ADVOCACY, PUBLIC AWARENESS, AND NEIGHBORHOOD BASED PROGRAMS, SUCCESS BY 6 COLLABORATES WITH IT'S PARTNERS TO POSITIVELY IMPACT COMMUNITY INDICATORS THAT LEAD TO SCHOOL READINESS.HIGHLIGHTS OF THE INITIATIVE INCLUDE: EDUCATING AND INVOLVING PARENTS AS THE MOST IMPORTANT DETERMINANTS OF A CHILDS SUCCESS; IMPROVING THE QUALITY OF AND ACCESS TO DAYCARE; IMPROVING THE OVERALL SYSTEM THROUGH EDUCATION, CROSS SECTOR LEADERSHIP AND PARTNERSHIS; EQUIPPING PARENTS AND CAREGIVERS WITH BORN LEARNING TOOLS TO PROMOTE EVERYDAY MOMENTS AS LEARNING MOMENTS; AND PROVIDING AGE-APPROPRIATE BOOKS EACH MONTH AT NO CHARGE TO THE CHILD OR CAREGIVER FROM BIRTH THROUGH 5 IN PARTNERSHIP WITH DOLLYWOOD IMAGINATION LIBRARY. (CONTINUED IN SCHEDULE O)
(Code:   ) (Expenses $ 177,031 including grants of $ 18,840 ) (Revenue $ 48,080 )
STEM ACADEMY - BMW: THE STEM ACADEMY EDUCATES, MOTIVATES AND ACTIVATES THE POTENTIAL FOR EXCELLENCE IN AFRICAN AMERICAN MALES. THE PROGRAM IS BUILT ON THE BELIEF THAT BY INVESTING IN THE LIVES OF OUR YOUNG AFRICAN AMERICAN MALES, WE CAN MAKE A DIFFERENCE IN OUR COMMUNITIES AND PREPARE A GENERATION FOR A BETTER AND BRIGHTER FUTURE. ACADEMY PARTICIPANTS MEET EVERY SATURDAY, RECEIVING SESSIONS FOCUSED ON SCIENCE, TECHNOLOGY, ENGINEERING AND MATH (STEM). SPECIAL ATTENTION IS GIVEN TO DEVELOPING THE WHOLE CHILD- THEIR ACADEMIC, BEHAVIORAL, SOCIAL AND EMOTIONAL DEVELOPMENT IS TOP PRIORITY. EXPECTATIONS FOR ACADEMY STUDENTS ARE HIGH. THEY MUST ATTEND SATURDAY STEM ACADEMY EACH WEEK, MAINTAIN A 2.5 GRADE POINT AVERAGE AND MUST SHOW CONSTANT IMPROVEMENTS IN GRADES AND BEHAVIOR, LIMIT TV AND VIDEO GAME USAGE TO ONE HOUR PER NIGHT, READ 60 MINUTES EACH DAY OR ONE BOOK A WEEK, TURN IN ALL HOMEWORK AND CLASSROOM ASSIGNMENTS PROMPTLY, PARTICIPATE IN COMMUNITY SERVICE, ATTEND SCHOOL REGULARLY AND ON TIME, BE GROOMED DAILY AND MAINTAIN GOOD CONDUCT AT HOME, SCHOOL AND IN THE COMMUNITY. IN THE PAST YEAR, 53% OF PARTICIPANTS HAVE RECORDED A 3.0 GRADE POINT AVERAGE OR BETTER, AND 85% HAVE BEEN FREE OF DISCIPLINE ACTION. STUDENTS HAVE SUCCESSFULLY ENGAGED IN AN EDUCATION TRACK THAT LENDS ITSELF TO ACCOMPLISHMENT IN POST SECONDARY EDUCATION.
(Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
AFI 5 YEAR FEDERAL GRANT - ASSETS FOR INDEPENDENCE / BACK ON TRACK: UNITED WAY OF THE BLUEGRASS WAS ONE OF THIRTY-THREE NON-PROFITS NATIONWIDE TO RECEIVE AN ASSETS FOR INDEPENDENCE (AFI) GRANT FROM THE OFFICE OF COMMUNITY SERVICE AT THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES. THROUGH THIS GRANT, UNITED WAY OF THE BLUEGRASS ALONG WITH PARTNERING ORGANIZATIONS OPERATES BACK ON TRACK. BACK ON TRACK ENABLES UP TO 425 LOW-INCOME INDIVIDUALS AND FAMILIES IN CENTRAL KENTUCKY TO ACCUMULATE RESOURCES FOR LONG-TERM STABILITY THROUGH THE USE OF MATCHED SAVINGS ACCOUNTS CALLED INDIVIDUAL DEVELOPMENT ACCOUNTS (IDAS). INDIVIDUALS WHO QUALIFY WILL BE REQUIRED TO ATTEND MULTIPLE TRAININGS AND PROGRAMS, SUCH AS FINANCIAL LITERACY COURSES, IN ORDER TO RECEIVE THE FUNDING DOLLARS. AFTER REACHING THEIR SAVINGS GOAL, PARTICIPANTS WILL BE ABLE TO USE THEIR IDA SAVINGS FOR ONE OF THREE ASSET ACQUISITIONS: PURCHASING A FIRST HOME, STARTING A SMALL BUSINESS, OR CONTINUING THEIR EDUCATION. PARTICIPATION IN THE PROGRAM IS RESTRICTED TO LOW-INCOME WORKING ADULTS. A CLIENT IS ELIGIBLE TO PARTICIPATE IN THE BACK ON TRACK PROGRAM, IF THE HOUSEHOLD INCOME IS LESS THAN TWICE THE FEDERAL POVERTY LEVEL FOR A GIVEN FAMILY SIZE. OVER 150 PEOPLE HAVE ENROLLED IN THE PROGRAM.
(Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
RSVP - 3 YEAR FEDERAL GRANT TRAILBLAZERS: UNITED WAY OF THE BLUEGRASS RECEIVED A 3 YEAR $275,000 FEDERAL GRANT FROM THE CORPORATION FOR NATIONAL & COMMUNITY SERVICE THROUGH THEIR RETIRED AND SENIOR VOLUNTEER PROGRAM TO IMPLEMENT THE TRAILBLAZERS PROGRAM IN ANDERSON, CLARK, SCOTT, AND WOODFORD COUNTIES. THE GRANT WILL BE USED TO STRENGTHEN COMMUNITIES IN THE AREA OF CHILDHOOD EDUCATION AND PROVIDE CHILDREN WITH ACADEMIC AND PERSONAL YOUTH DEVELOPMENT BY ENGAGING VOLUNTEERS AS MENTORS AND TUTORS FOR ACADEMICALLY AT RISK SCHOOL AGE CHILDREN. THE THREE YEAR RETIRED SENIOR VOLUNTEER PROGRAMS (RSVP) GRANT WILL PROVIDE FOR THE RECRUITMENT, TRAINING, AND PLACEMENT OF 300 SENIOR VOLUNTEERS IN CENTRAL KENTUCKY. TRAILBLAZER VOLUNTEERS WILL BE MATCHED THROUGH PARTNERSHIPS CREATED WITH SCHOOL DISTRICTS, AFTER-SCHOOL PROGRAMS, AND ENRICHMENT PROGRAMS. UNITED WAY WILL SERVE AS CONNECTION POINTS TO YOUTH IN NEED. THE PROGRAM WILL TARGET INDIVIDUALS 55+ WHO SUPPORT THE SUCCESS OF EDUCATION IN YOUTH TODAY.
(Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
VOLUNTEER CENTER - THE VOLUNTEER CENTER AT UNITED WAY IS COMMITTED TO LINKING VOLUNTEER GROUPS AND INDIVIDUALS WITH OPPORTUNITIES TO SERVE THE COMMUNITY, EMPOWERING AGENCIES TO USE VOLUNTEERS EFFECTIVELY, ADVOCATING FOR VOLUNTEERISM AND INCREASING THE NUMBER OF VOLUNTEERS INVOLVED IN THE COMMUNITY. OUR VOLUNTEER MATCHING TOOL LINKS THOSE WHO NEED HELP WITH THOSE WHO CAN HELP. WE ENCOURAGE COMMUNITY VOLUNTEERS TO SHARE THEIR TIME, ENERGY AND TALENTS WITHIN OUR COMMUNITY. CENTRAL KENTUCKY VOLUNTEER AWARDS - WE SAY THANK YOU TO A VOLUNTEERS EACH YEAR BY ASKING THE COMMUNITY TO NOMINATE EXCEPTIONAL VOLUNTEERS FOR A CENTRAL KENTUCKY VOLUNTEER AWARD. THE CENTRAL KENTUCKY VOLUNTEER AWARDS WERE PRESENTED BY UNITED WAY OF THE BLUEGRASS FOR THE 26TH YEAR IN APRIL DURING NATIONAL VOLUNTEER WEEK AND RECOGNIZED OUR OUTSTANDING COMMUNITY VOLUNTEERS. THE AWARDS WERE CREATED TO HONOR VOLUNTEERS IN CENTRAL KENTUCKY (ANDERSON, BOURBON, CLARK, FAYETTE, JESSAMINE, MADISON, MONTGOMERY, SCOTT AND WOODFORD COUNTIES) FOR SIGNIFICANT HANDS-ON, DIRECT HUMAN SERVICE, RATHER THAN VOLUNTEERS SERVING IN OFFICIAL OR POLICY-MAKING POSITIONS. TO BE ELIGIBLE, NOMINEES HAD TO HAVE PERFORMED VOLUNTEER ACTIVITIES FOR NONPROFIT ORGANIZATIONS AIMED AT IMPROVING OR PROMOTING THE GENERAL WELFARE OF THE COMMUNITY DURING 2011.
(Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
BORN LEARNING - CHILDREN ARE CONSTANTLY LEARNING, RIGHT FROM BIRTH. BORN LEARNING IS A PUBLIC ENGAGEMENT CAMPAIGN THAT HELPS PARENTS, GRANDPARENTS AND CAREGIVERS EXPLORE WAYS TO TURN EVERYDAY MOMENTS INTO FUN LEARNING OPPORTUNITIES. AND IT'S EASY - AND FUN! A BORN LEARNING TRAIL WAS ADDED AT WILLIAM WELLS BROWN ELEMENTARY SCHOOL IN LEXINGTON. THE TRAIL FEATURES SEVERAL ACTIVITY AREAS SUITED FOR EARLY LEARNING AND INTERACTION.
(Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
GET ON BOARD - GET ON BOARD IS AN INITIATIVE TO TRAIN, RECRUIT, PLACE AND RETAIN UNDERREPRESENTED PEOPLE ON NONPROFIT BOARDS OF DIRECTORS IN CENTRAL KENTUCKY. GET ON BOARD IS STRENGTHENING THE COMMUNITY BY INCREASING DIVERSITY ON NONPROFIT GOVERNING BOARDS FOR GREATER BOARD EFFECTIVENESS WHICH WILL ULTIMATELY BUILD A STRONGER COMMUNITY. PARTICIPANTS COMPLETE A TRAINING PROGRAM THAT TEACHES BOARD GOVERNANCE AND OTHER NECESSARY SKILLS FOR EFFECTIVE LEADERSHIP. CLASSES MEET WEEKLY FOR TEN WEEKS. THERE IS NO COST FOR PARTICIPANTS. GET ON BOARD SEEKS APPLICANTS WHO FEEL UNDERREPRESENTED ON NONPROFIT BOARDS OF DIRECTORS. THOSE SEEKING COMMUNITY INVOLVEMENT ON A LEADERSHIP LEVEL ARE URGED TO APPLY. GET ON BOARD IS A COLLABORATION OF UNITED WAY OF THE BLUEGRASS, NATIONAL CONFERENCE FOR COMMUNITY AND JUSTICE AND URBAN LEAGUE OF LEXINGTON-FAYETTE COUNTY.
(Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
UNITED WAY EXISTS FOR ONE REASON: TO HELP US COME TOGETHER AS A COMMUNITY TO IDENTIFY AND ADDRESS THE ISSUES THAT TAKE ALL OF US WORKING TOGETHER TO SOLVE. ISSUES LIKE MAKING SURE CHILDREN ENTER SCHOOL READY TO LEARN AND THAT ALL PEOPLE HAVE ACCESS TO PRIMARY HEALTHCARE, CROSS LINES OF RACE, GENDER, GEOGRAPHY, FAITH AND ECONOMIC STATUS AND CAN ONLY BE ADDRESSED WITH A COLLECTIVE COMMUNITY FOCUS AND ACTION. UNITED WAY IS THE ONLY ORGANIZATION IN OUR COMMUNITY THAT, WITH THE HELP OF COUNTLESS VOLUNTEERS AND COMMUNITY LEADERS, IDENTIFIES THE MOST PRESSING ISSUES IN OUR COMMUNITY, IDENTIFIES SOLUTIONS TO THE ROOT-CAUSES OF THESE ISSUES, AND BRINGS TOGETHER THE RESOURCES TO MAKE THIS CHANGE.
4d Other program services. (Describe in Schedule O.)
(Expenses $ 177,031 including grants of $ 18,840 ) (Revenue $ 48,080 )
4e Total program service expensesMediumBullet$ 589,394
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part I.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part II...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III ....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IV...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....
20b
 
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III.....
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................
23
 
No
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II...........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III...............
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV..
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1.....................
34
 
No
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
 
No
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2...
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2...........
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
11
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
34
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
56
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
55
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
 
No
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
 
No
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
 
No
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
KY
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
JILL JOHNSON
2400 READING ROAD
CINCINNATI,OH45202
(513) 762-7100
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) MARASKESHIA SMITH
DIRECTOR
 1 X           0 0 0
(2) KATHY JAEGER
TREASURER
 4 X   X       0 0 0
(3) STU SILBERMAN
DIRECTOR
 1 X           0 0 0
(4) JOHN COLE II
DIRECTOR
 1 X           0 0 0
(5) JOHN TAYLOR
DIRECTOR
 1 X           0 0 0
(6) KATHERINE LOVE
DIRECTOR
 1 X           0 0 0
(7) OWEN CROPPER
DIRECTOR
 1 X           0 0 0
(8) BETTY SPRINGATE
DIRECTOR
 1 X           0 0 0
(9) HAROLD KING
DIRECTOR
 1 X           0 0 0
(10) DEANDRE MITCHELL
DIRECTOR
 1 X           0 0 0
(11) LU YOUNG
DIRECTOR
 1 X           0 0 0
(12) WILLIAM ALVERSON
DIRECTOR
 1 X           0 0 0
(13) KIMBERLY WILSON
DIRECTOR
 1 X           0 0 0
(14) CLIFF FELTHAM
DIRECTOR
 1 X           0 0 0
(15) GREGORY DIXON
DIRECTOR
 1 X           0 0 0
(16) HERBERT MILLER JR
DIRECTOR
 1 X           0 0 0
(17) REED POLK
DIRECTOR
 1 X           0 0 0
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) NINA EISNER
DIRECTOR
 1 X           0 0 0
(19) GINNY RAMSEY
DIRECTOR
 1 X           0 0 0
(20) CONNIE JOINER
DIRECTOR
 1 X           0 0 0
(21) ROBERT LINDSEY
DIRECTOR
 1 X           0 0 0
(22) HARVEY COGGIN
DIRECTOR
 1 X           0 0 0
(23) PATRICK BREWER
DIRECTOR
 1 X           0 0 0
(24) LINDA BALL
DIRECTOR
 1 X           0 0 0
(25) TYRONE TYRA
DIRECTOR
 1 X           0 0 0
(26) DEBRA MILLER
DIRECTOR
 1 X           0 0 0
(27) DANIEL CASTLE
DIRECTOR
 1 X           0 0 0
(28) WILLIAM WILSON
DIRECTOR
 1 X           0 0 0
(29) TOM BRANNOCK
DIRECTOR
 1 X           0 0 0
(30) D SCOTT NEAL
DIRECTOR
 1 X           0 0 0
(31) MITCH BARNHART
DIRECTOR
 1 X           0 0 0
(32) CARYL PFEIFFER
DIRECTOR
 1 X           0 0 0
(33) TODD GAMBILL
DIRECTOR
 1 X           0 0 0
(34) MICHELE RIPLEY
DIRECTOR
 1 X           0 0 0
(35) MECHEALLE HANKS
DIRECTOR
 1 X           0 0 0
(36) MICHAEL SUTTON
DIRECTOR
 1 X           0 0 0
(37) STEPHEN GRAY
DIRECTOR
 1 X           0 0 0
(38) BARRY STUMBO
DIRECTOR
 1 X           0 0 0
(39) BILL FARMER
PRESIDENT EOY/SECRETARY
 55     X       0 0 0
(40) RON MOSSOTTI
DIRECTOR
 1 X           0 0 0
(41) THOMAS PRATHER
DIRECTOR
 1 X           0 0 0
(42) RODNEY JACKSON
DIRECTOR
 1 X           0 0 0
(43) SARAH MILLS
DIRECTOR
 1 X           0 0 0
(44) RUSSELL MEYER
DIRECTOR
 1 X           0 0 0
(45) JAMES CONNEELY
DIRECTOR
 1 X           0 0 0
(46) ROBERT WILLIAMS
DIRECTOR
 1 X           0 0 0
(47) LYLE HANNA
DIRECTOR
 1 X           0 0 0
(48) TIM BACH
DIRECTOR
 1 X           0 0 0
(49) MICHAEL HOCKENSMITH
DIRECTOR
 1 X           0 0 0
(50) ANNE NASH
DIRECTOR
 1 X           0 0 0
(51) HARVIE WILKINSON
DIRECTOR
 1 X           0 0 0
(52) ALAN STEIN
DIRECTOR
 1 X           0 0 0
(53) SUSAN LANCHO
DIRECTOR
 1 X           0 0 0
(54) VICKI SEALE
DIRECTOR OF FINANCE
 70     X       0 0 0
(55) DENISE MCCLELLAND
DIRECTOR
 1 X           0 0 0
(56) RICK MUSIC
DIRECTOR
 1 X           0 0 0
(57) SARAH GLENN
DIRECTOR
 1 X           0 0 0
(58) HARRY RICHART III
CHAIRMAN OF THE BOARD
 4 X   X       0 0 0
(59) KELLY KNIGHT
DIRECTOR
 1 X           0 0 0
(60) MELINDA KARNS
DIRECTOR
 1 X           0 0 0
(61) LINDA RUMPKE
DIRECTOR
 1 X           0 0 0
(62) ROBERT CLAYTON
DIRECTOR
 1 X           0 0 0
(63) DAVID BURKE
DIRECTOR
 1 X           0 0 0
(64) LAURA VOSS
DIRECTOR
 1 X           0 0 0
(65) PAULA HANSON
DIRECTOR
 1 X           0 0 0
(66) MARLENE HELM
DIRECTOR
 1 X           0 0 0
(67) ERNIE RICHARDSON
DIRECTOR
 1 X           0 0 0
(68) GUY HUGELET
DIRECTOR
 1 X           0 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 0 0 0
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
 
No
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet0
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 1,230
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		439,656
g Noncash contributions included in lines 1a-1f:$  
h Total. Add lines 1a-1f.......MediumBullet 440,886
Program Service Revenue Business Code
2a
b
c
d
e
f All other program service revenue . 0 0 0 0
g Total. Add lines 2a–2f........MediumBullet 0
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 33,076     33,076
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties............MediumBullet 0      
(i) Real (ii) Personal
6a Gross Rents    
b Less: rental expenses    
c Rental income or (loss) 0 0
d Net rental income or (loss).......MediumBullet 0      
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 569,939  
b Less: cost or other basis and sales expenses 434,734  
c Gain or (loss) 135,205 0
d Net gain or (loss)..........MediumBullet 135,205     135,205
8a Gross income from fundraising events (not including
$ 1,230
of contributions reported on line 1c). See Part IV, line 18 ...
a 1,120
b Less: direct expenses ...b 1,120
c Net income or (loss) from fundraising events..MediumBullet 0   0
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a MISCELLANEOUS 900,099 48,970 48,970    
b            
c            
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ......MediumBullet 48,970
12 Total revenue. See Instructions....MediumBullet 658,137 48,970 0 168,281
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 18,840 18,840
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 103,066 31,177 31,636 40,253
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 13,053 13,053    
7 Other salaries and wages 435,115 215,758 54,380 164,977
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 34,634 14,475 9,564 10,595
9 Other employee benefits ....... 69,428 31,687 17,852 19,889
10 Payroll taxes ........... 46,004 22,192 6,134 17,678
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 0      
c Accounting ........... 30,000 829 29,171  
d Lobbying ........... 0      
e Professional fundraising. See Part IV, line 17.. 0  
f Investment management fees ...... 18,891   18,891  
g Other .......... 134,162 92,435   41,727
12 Advertising and promotion .... 45,473 16,104 13,225 16,144
13 Office expenses ....... 92,154 68,281 8,152 15,721
14 Information technology ...... 0      
15 Royalties .. 0      
16 Occupancy ........... 40,442 23,928 261 16,253
17 Travel ............ 11,097 4,630 719 5,748
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 12,392 5,703 175 6,514
20 Interest ........... 0      
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 16,656 8,828 1,832 5,996
23 Insurance .............. 6,319 954 4,705 660
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a DUES AND SUBSCRIPTION 51,294 16,504 29,901 4,889
b EQUIPMENT REPAIRS 4,450 2,221 989 1,240
c BOARD/STAFF DEVELOPMENT 3,635 1,785   1,850
d
e
f All other expenses 10 10 0 0
25 Total functional expenses. Add lines 1 through 24f 1,187,115 589,394 227,587 370,134
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation 		0      
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 861,167 1 398,092
2 Savings and temporary cash investments ....... 472,256 2 647,620
3 Pledges and grants receivable, net ......... 3,954,504 3 1,913,947
4 Accounts receivable, net ......... 50,528 4 38,304
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use .............. 0 8  
9 Prepaid expenses and deferred charges ............ 6,375 9 8,740
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 305,090
b Less: accumulated depreciation. ..... 10b 258,907 62,839 10c 46,183
11 Investments—publicly traded securities .......... 3,297,490 11 3,293,533
12 Investments—other securities. See Part IV, line 11 ...... 0 12 0
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 379,195 15 37,012
16 Total assets. Add lines 1 through 15 (must equal line 34)... 9,084,354 16 6,383,431
Liabilities 17 Accounts payable and accrued expenses . 88,726 17 94,534
18 Grants payable .......... 1,978,693 18 142,857
19 Deferred revenue ..........   19  
20 Tax-exempt bond liabilities ..........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 341,538 25 0
26 Total liabilities. Add lines 17 through 25..... 2,408,957 26 237,391
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 6,493,457 27 5,873,826
28 Temporarily restricted net assets ..... 91,940 28 182,214
29 Permanently restricted net assets ..... 90,000 29 90,000
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 6,675,397 33 6,146,040
34 Total liabilities and net assets/fund balances ..... 9,084,354 34 6,383,431
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
658,137
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
1,187,115
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
-528,978
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
6,675,397
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
-379
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
6,146,040
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2010)
Additional Data


Software ID: 10000128
Software Version: v2010.1.0
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
UNITED WAY OF THE BLUEGRASS INC
 
Employer identification number

61-0444679
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 6,859,836 7,097,404 6,166,090 5,870,817 5,918,385 31,912,532
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3.. 6,859,836 7,097,404 6,166,090 5,870,817 5,918,385 31,912,532
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.           31,912,532
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4.. 6,859,836 7,097,404 6,166,090 5,870,817 5,918,385 31,912,532
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 94,076 105,233 119,125 86,872 131,154 536,460
9 Net income from unrelated business activities, whether or not the business is regularly carried on..           0
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets.. 16,695 151,990 29,386 27,727 119,047 344,845
11 Total support (Add lines 7 through 10).           32,793,837
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
97.310 %
15
15
93.291 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
OTHER INCOME, SCHEDULE A, PART II, SPECIAL EVENTS 2006 - 16,695 2007 - 151,990 2008 - 29,386 2009 - 27,727 2010 - 48,970 TOTAL - 274,768,
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID: 10000128
Software Version: v2010.1.0
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
UNITED WAY OF THE BLUEGRASS INC
 
Employer identification number

61-0444679
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
UNITED WAY OF THE BLUEGRASS INC
  		Employer identification number

61-0444679
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
UNITED WAY OF THE BLUEGRASS INC
  		Employer identification number

61-0444679
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
UNITED WAY OF THE BLUEGRASS INC
  		Employer identification number

61-0444679
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID: 10000128
Software Version: v2010.1.0
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
UNITED WAY OF THE BLUEGRASS INC
 
Employer identification number

61-0444679
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 749,616 682,201 533,795
b Contributions ........   0 35,134
c Investment earnings or losses ... 35,319 95,415 137,272
d Grants or scholarships .....   0  
e Other expenditures for facilities
and programs ........ 		  28,000 24,000
f Administrative expenses ....      
g End of year balance ...... 784,935 749,616 682,201
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet88.530 %
b
Permanent endowment: SchDMd Bullet11.470 %
c
Term endowment: SchDMd Bullet0 %
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................     0
b Buildings ................       0
c Leasehold improvements ............   78,155 69,639 8,516
d Equipment ................   226,935 189,268 37,667
e Other .................       0
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 46,183
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes 0








Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 0
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 658,137
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 1,187,115
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 -528,978
4 Net unrealized gains (losses) on investments .......................... 4 -379
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8 0
9 Total adjustments (net). Add lines 4 - 8 ............................. 9 -379
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 -529,357
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 638,867
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a -379
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d 0
e Add lines 2a through 2d ..................... 2e -379
3 Subtract line 2e from line 1..................... 3 639,246
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 18,891
b Other (Describe in Part XIV): ........... 4b 0
c Add lines 4a and 4b....................... 4c 18,891
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5 658,137
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 1,168,224
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d 0
e Add lines 2a through 2d...................... 2e 0
3 Subtract line 2e from line 1..................... 3 1,168,224
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 18,891
b Other (Describe in Part XIV): ............ 4b 0
c Add lines 4a and 4b....................... 4c 18,891
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5 1,187,115
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
Intended uses of endowment funds Schedule D, Part V, Line 4 PURPOSE OF INVESTMENT POLICY THE INVESTMENT POLICY OF THE UNITED WAY OF THE BLUEGRASS IS TO PROVIDE OBJECTIVES, OVER-SIGHT AND GUIDELINES FOR RESPONSIBLE ASSET GROWTH OF ENDOWMENT FUNDS OF UWBG. INVESTMENT FUND(S) OBJECTIVES THROUGH THE USE OF OUTSIDE PROFESSIONAL MANAGEMENT, THE PRIMARY OBJECTIVES ARE THREE-FOLD AND LISTED IN THE ORDER OF PRIORITY: 1) LONG TERM GROWTH. THE ENDOWMENT FUND IS SET-UP TO RECEIVE GIFTS FROM WILLS, INSURANCE POLICIES, MEMORIALS, BEQUESTS, ETC. THE LONG-TERM GOAL OF THE ENDOWMENT ACCOUNT IS FOR IT TO GROW TO A POINT IN WHICH THE INTEREST EARNINGS COULD SUPPORT 100% OF UWBG'S OPERATIONS. 2) LIQUIDITY. THE ORGANIZATION'S ENDOWMENT ACCOUNT INVESTMENT PORTFOLIO REQUIRES MINIMAL LIQUIDATION TO MEET OPERATING REQUIREMENTS AT THIS TIME. 3) RETURN ON INVESTMENT. THE INVESTMENT PORTFOLIO SHALL BE DESIGNED WITH THE OBJECTIVE OF ATTAINING A MAXIMUM RATE OF RETURN WHILE REMAINING WITHIN THE RISK PARAMETERS DESCRIBED IN THIS POLICY. SPENDING POLICY: THE SPENDING POLICY DETERMINED EACH YEAR BY THE BOARD OF DIRECTORS WILL BE BASED ON THE TOTAL RETURN OF THE ASSETS INVESTED IN THE ENDOWMENT FUND (INCOME PLUS CAPITAL APPRECIATION) AND WILL BE DETERMINED AS FOLLOWS: "A PERCENTAGE OF THE TOTAL MARKET VALUE OF THE ENDOWMENT FUND BASED ON A THREE YEAR ROLLING AVERAGE OF TOTAL ENDOWMENT FUND MARKET VALUE. THE MARKET VALUE WILL BE BASED ON THE 12/31 BALANCE EACH YEAR. THE PERCENTAGE DETERMINED EACH YEAR WILL RANGE BETWEEN 0% AND 5% OF THAT THREE YEAR ROLLING AVERAGE." THE FUNDS WILL USED TO SUPPLEMENT ON-GOING BUDGETARY NEEDS AS DETERMINED BY THE BOARD OF DIRECTORS.
FIN 48 (ASC 740) footnote Schedule D, Part X, Line 2 CURRENT ACCOUNTING STANDARDS REQUIRE UWBG TO DISCLOSE THE AMOUNT OF POTENTIAL BENEFIT OR OBLIGATION TO BE REALIZED AS A RESULT OF AN EXAMINATION PERFORMED BY A TAXING AUTHORITY. UWBG RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. FOR THE SIX MONTHS ENDED JUNE 30, 2011, MANAGEMENT HAS DETERMINED THAT UWBG DOES NOT HAVE ANY TAX POSITIONS THAT RESULT IN ANY UNCERTAINTIES REGARDING THE POSSIBLE IMPACT ON UWBG'S FINANCIAL STATEMENTS. UWBG DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. UWBG IS NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR YEARS BEFORE 2008.
Schedule D (Form 990) 2010

Additional Data


Software ID: 10000128
Software Version: v2010.1.0




Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
UNITED WAY OF THE BLUEGRASS INC
 
Employer identification number
61-0444679
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) TCSC-TEAM COLORADO CAMP-MIDWAY COLLEGE486 STOCKHAVEN DRIVE
LEXINGTON,KY40505 		80-0739889   13,500       WORK WITH A TEEN RUNAWAY SHELTER






















2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
0
3
Enter total number of other organizations ................................ . Bullet Image
1
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
Procedures for monitoring use of grant funds Schedule I, Part I, Line 2 GRANTEES UTILIZE AN ONLINE TOOL FOR REPORTING TO PROVIDE DATA ON OUTCOME RESULTS AND CLIENT DEMOGRAPHICS. THEY FURTHER PROVIDE NARRATIVE EXPLAINATIONS ABOUT PROGRAM ACTIVITIES, OUTCOME RESULTS, AND CONTINUOUS LEARNING AND IMPROVEMENT. ORGANIZATIONS THAT RECEIVE FUNDS MUST PASS A COMPLIANCE REVEIW BY PROVIDING THE FOLLOWING INFORMATION: CURRENT IRS DOCUMENTATION OF EXEMPT STATUS, A COPY OF THEIR CURRENT FORM 990, A CURRENT COPY OF AN AUDIT OR FINANCIAL REVEIW DONE BY AN INDEPENDENT AND QUALIFIED CPA AND AN OPERATING BUDGET. ALL INFORMATION IS REVEIWED BY VOLUTEER COMMITTEES ON AN ANNUAL BASIS.
Schedule I (Form 990) 2010


Additional Data


Software ID: 10000128
Software Version: v2010.1.0


Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
UNITED WAY OF THE BLUEGRASS INC
 
Employer identification number

61-0444679
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2010
Schedule L (Form 990 or 990-EZ) 2010
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) TOWNSEND A MILLER
  		SON OF HERBERT MILLER, JR. DIRECTOR 13,053 COMPENSATION   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2010

Additional Data


Software ID: 10000128
Software Version: v2010.1.0




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
UNITED WAY OF THE BLUEGRASS INC
 
Employer identification number

61-0444679
Identifier Return Reference Explanation
New program services Form 990, Part III, Line 2 THE STEM INFUSION PROGRAM IN MADISON COUNTY IS SUPPORTED THROUGH A PARTNERSHIP WITH UNITED WAY OF THE BLUEGRASS AND MADISON COUNTY SCHOOLS WITH FUNDING FROM THE AMERICAN HONDA FOUNDATION. THE PROGRAM BUILDS AWARENESS, INTEREST AND SUPPORT FOR STUDENTS' PURSUIT OF STEM RELATED CAREERS THROUGH OUT-OF-CLASSROOM OPPORTUNITIES FOR FUN, RELEVANT, HANDS-ON LEARNING. STEM INFUSION PROVIDES A NUMBER OF OPPORTUNITIES FOR MADISON COUNTY MIDDLE SCHOOL STUDENTS DURING THE SUMMER AND SCHOOL YEAR. THIS INCLUDES SUMMER CAMPS, OVERNIGHT 'LOCK-IN CHALLENGES' AND FRIDAY FAMILY NIGHTS. STUDENTS ALSO EXPERIENCE REAL-WORLD APPLICATIONS OF STEM THROUGH VISITING LOCAL CORPORATIONS SPECIALIZING IN RELATED WORK, JOB SHADOWING OPPORTUNITIES AND A STEM FOCUSED CAREER FAIR. THE CENTRAL KENTUCKY ECONOMIC EMPOWERMENT PROJECT (CKEEP) IS A COALITION OF COMMUNITY AGENCIES AND VOLUNTEERS, LED BY UNITED WAY OF THE BLUEGRASS, THAT PROVIDES FREE TAX PREPARATION TO LOW-INCOME FAMILIES, RAISES AWARENESS ABOUT THE EARNED INCOME TAX CREDIT AND HELPS FAMILIES BUILD ASSETS. CKEEP IS A VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM AND WORKS IN PARTNERSHIP WITH THE IRS TO ENSURE HIGH QUALITY WORK. UNITED WAY OF THE BLUEGRASS PROVIDES TRAINING TO OVER ONE HUNDRED COMMUNITY VOLUNTEERS TO PROVIDE FREE TAX PREPARATION TO FAMILIES WITH AN ANNUAL HOUSEHOLD INCOME OF $50,000 OR LESS. FROM JANUARY THROUGH APRIL OF 2012, CKEEP PREPARED OVER 3,800 TAX RETURNS AND HELPED FAMILIES CLAIM OVER $5.7 MILLION IN FEDERAL TAX RETURNS.
Description of other program services Form 990, Part III, Line 4d STEM ACADEMY - BMW: THE STEM ACADEMY EDUCATES, MOTIVATES AND ACTIVATES THE POTENTIAL FOR EXCELLENCE IN AFRICAN AMERICAN MALES. THE PROGRAM IS BUILT ON THE BELIEF THAT BY INVESTING IN THE LIVES OF OUR YOUNG AFRICAN AMERICAN MALES, WE CAN MAKE A DIFFERENCE IN OUR COMMUNITIES AND PREPARE A GENERATION FOR A BETTER AND BRIGHTER FUTURE. ACADEMY PARTICIPANTS MEET EVERY SATURDAY, RECEIVING SESSIONS FOCUSED ON SCIENCE, TECHNOLOGY, ENGINEERING AND MATH (STEM). SPECIAL ATTENTION IS GIVEN TO DEVELOPING THE WHOLE CHILD- THEIR ACADEMIC, BEHAVIORAL, SOCIAL AND EMOTIONAL DEVELOPMENT IS TOP PRIORITY. EXPECTATIONS FOR ACADEMY STUDENTS ARE HIGH. THEY MUST ATTEND SATURDAY STEM ACADEMY EACH WEEK, MAINTAIN A 2.5 GRADE POINT AVERAGE AND MUST SHOW CONSTANT IMPROVEMENTS IN GRADES AND BEHAVIOR, LIMIT TV AND VIDEO GAME USAGE TO ONE HOUR PER NIGHT, READ 60 MINUTES EACH DAY OR ONE BOOK A WEEK, TURN IN ALL HOMEWORK AND CLASSROOM ASSIGNMENTS PROMPTLY, PARTICIPATE IN COMMUNITY SERVICE, ATTEND SCHOOL REGULARLY AND ON TIME, BE GROOMED DAILY AND MAINTAIN GOOD CONDUCT AT HOME, SCHOOL AND IN THE COMMUNITY. IN THE PAST YEAR, 53% OF PARTICIPANTS HAVE RECORDED A 3.0 GRADE POINT AVERAGE OR BETTER, AND 85% HAVE BEEN FREE OF DISCIPLINE ACTION. STUDENTS HAVE SUCCESSFULLY ENGAGED IN AN EDUCATION TRACK THAT LENDS ITSELF TO ACCOMPLISHMENT IN POST SECONDARY EDUCATION. AFI 5 YEAR FEDERAL GRANT - ASSETS FOR INDEPENDENCE / BACK ON TRACK: UNITED WAY OF THE BLUEGRASS WAS ONE OF THIRTY-THREE NON-PROFITS NATIONWIDE TO RECEIVE AN ASSETS FOR INDEPENDENCE (AFI) GRANT FROM THE OFFICE OF COMMUNITY SERVICE AT THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES. THROUGH THIS GRANT, UNITED WAY OF THE BLUEGRASS ALONG WITH PARTNERING ORGANIZATIONS OPERATES BACK ON TRACK. BACK ON TRACK ENABLES UP TO 425 LOW-INCOME INDIVIDUALS AND FAMILIES IN CENTRAL KENTUCKY TO ACCUMULATE RESOURCES FOR LONG-TERM STABILITY THROUGH THE USE OF MATCHED SAVINGS ACCOUNTS CALLED INDIVIDUAL DEVELOPMENT ACCOUNTS (IDAS). INDIVIDUALS WHO QUALIFY WILL BE REQUIRED TO ATTEND MULTIPLE TRAININGS AND PROGRAMS, SUCH AS FINANCIAL LITERACY COURSES, IN ORDER TO RECEIVE THE FUNDING DOLLARS. AFTER REACHING THEIR SAVINGS GOAL, PARTICIPANTS WILL BE ABLE TO USE THEIR IDA SAVINGS FOR ONE OF THREE ASSET ACQUISITIONS: PURCHASING A FIRST HOME, STARTING A SMALL BUSINESS, OR CONTINUING THEIR EDUCATION. PARTICIPATION IN THE PROGRAM IS RESTRICTED TO LOW-INCOME WORKING ADULTS. A CLIENT IS ELIGIBLE TO PARTICIPATE IN THE BACK ON TRACK PROGRAM, IF THE HOUSEHOLD INCOME IS LESS THAN TWICE THE FEDERAL POVERTY LEVEL FOR A GIVEN FAMILY SIZE. OVER 150 PEOPLE HAVE ENROLLED IN THE PROGRAM. RSVP - 3 YEAR FEDERAL GRANT TRAILBLAZERS: UNITED WAY OF THE BLUEGRASS RECEIVED A 3 YEAR $275,000 FEDERAL GRANT FROM THE CORPORATION FOR NATIONAL & COMMUNITY SERVICE THROUGH THEIR RETIRED AND SENIOR VOLUNTEER PROGRAM TO IMPLEMENT THE TRAILBLAZERS PROGRAM IN ANDERSON, CLARK, SCOTT, AND WOODFORD COUNTIES. THE GRANT WILL BE USED TO STRENGTHEN COMMUNITIES IN THE AREA OF CHILDHOOD EDUCATION AND PROVIDE CHILDREN WITH ACADEMIC AND PERSONAL YOUTH DEVELOPMENT BY ENGAGING VOLUNTEERS AS MENTORS AND TUTORS FOR ACADEMICALLY AT RISK SCHOOL AGE CHILDREN. THE THREE YEAR RETIRED SENIOR VOLUNTEER PROGRAMS (RSVP) GRANT WILL PROVIDE FOR THE RECRUITMENT, TRAINING, AND PLACEMENT OF 300 SENIOR VOLUNTEERS IN CENTRAL KENTUCKY. TRAILBLAZER VOLUNTEERS WILL BE MATCHED THROUGH PARTNERSHIPS CREATED WITH SCHOOL DISTRICTS, AFTER-SCHOOL PROGRAMS, AND ENRICHMENT PROGRAMS. UNITED WAY WILL SERVE AS CONNECTION POINTS TO YOUTH IN NEED. THE PROGRAM WILL TARGET INDIVIDUALS 55+ WHO SUPPORT THE SUCCESS OF EDUCATION IN YOUTH TODAY. VOLUNTEER CENTER - THE VOLUNTEER CENTER AT UNITED WAY IS COMMITTED TO LINKING VOLUNTEER GROUPS AND INDIVIDUALS WITH OPPORTUNITIES TO SERVE THE COMMUNITY, EMPOWERING AGENCIES TO USE VOLUNTEERS EFFECTIVELY, ADVOCATING FOR VOLUNTEERISM AND INCREASING THE NUMBER OF VOLUNTEERS INVOLVED IN THE COMMUNITY. OUR VOLUNTEER MATCHING TOOL LINKS THOSE WHO NEED HELP WITH THOSE WHO CAN HELP. WE ENCOURAGE COMMUNITY VOLUNTEERS TO SHARE THEIR TIME, ENERGY AND TALENTS WITHIN OUR COMMUNITY. CENTRAL KENTUCKY VOLUNTEER AWARDS - WE SAY THANK YOU TO A VOLUNTEERS EACH YEAR BY ASKING THE COMMUNITY TO NOMINATE EXCEPTIONAL VOLUNTEERS FOR A CENTRAL KENTUCKY VOLUNTEER AWARD. THE CENTRAL KENTUCKY VOLUNTEER AWARDS WERE PRESENTED BY UNITED WAY OF THE BLUEGRASS FOR THE 26TH YEAR IN APRIL DURING NATIONAL VOLUNTEER WEEK AND RECOGNIZED OUR OUTSTANDING COMMUNITY VOLUNTEERS. THE AWARDS WERE CREATED TO HONOR VOLUNTEERS IN CENTRAL KENTUCKY (ANDERSON, BOURBON, CLARK, FAYETTE, JESSAMINE, MADISON, MONTGOMERY, SCOTT AND WOODFORD COUNTIES) FOR SIGNIFICANT HANDS-ON, DIRECT HUMAN SERVICE, RATHER THAN VOLUNTEERS SERVING IN OFFICIAL OR POLICY-MAKING POSITIONS. TO BE ELIGIBLE, NOMINEES HAD TO HAVE PERFORMED VOLUNTEER ACTIVITIES FOR NONPROFIT ORGANIZATIONS AIMED AT IMPROVING OR PROMOTING THE GENERAL WELFARE OF THE COMMUNITY DURING 2011. BORN LEARNING - CHILDREN ARE CONSTANTLY LEARNING, RIGHT FROM BIRTH. BORN LEARNING IS A PUBLIC ENGAGEMENT CAMPAIGN THAT HELPS PARENTS, GRANDPARENTS AND CAREGIVERS EXPLORE WAYS TO TURN EVERYDAY MOMENTS INTO FUN LEARNING OPPORTUNITIES. AND IT'S EASY - AND FUN! A BORN LEARNING TRAIL WAS ADDED AT WILLIAM WELLS BROWN ELEMENTARY SCHOOL IN LEXINGTON. THE TRAIL FEATURES SEVERAL ACTIVITY AREAS SUITED FOR EARLY LEARNING AND INTERACTION. GET ON BOARD - GET ON BOARD IS AN INITIATIVE TO TRAIN, RECRUIT, PLACE AND RETAIN UNDERREPRESENTED PEOPLE ON NONPROFIT BOARDS OF DIRECTORS IN CENTRAL KENTUCKY. GET ON BOARD IS STRENGTHENING THE COMMUNITY BY INCREASING DIVERSITY ON NONPROFIT GOVERNING BOARDS FOR GREATER BOARD EFFECTIVENESS WHICH WILL ULTIMATELY BUILD A STRONGER COMMUNITY. PARTICIPANTS COMPLETE A TRAINING PROGRAM THAT TEACHES BOARD GOVERNANCE AND OTHER NECESSARY SKILLS FOR EFFECTIVE LEADERSHIP. CLASSES MEET WEEKLY FOR TEN WEEKS. THERE IS NO COST FOR PARTICIPANTS. GET ON BOARD SEEKS APPLICANTS WHO FEEL UNDERREPRESENTED ON NONPROFIT BOARDS OF DIRECTORS. THOSE SEEKING COMMUNITY INVOLVEMENT ON A LEADERSHIP LEVEL ARE URGED TO APPLY. GET ON BOARD IS A COLLABORATION OF UNITED WAY OF THE BLUEGRASS, NATIONAL CONFERENCE FOR COMMUNITY AND JUSTICE AND URBAN LEAGUE OF LEXINGTON-FAYETTE COUNTY. UNITED WAY EXISTS FOR ONE REASON: TO HELP US COME TOGETHER AS A COMMUNITY TO IDENTIFY AND ADDRESS THE ISSUES THAT TAKE ALL OF US WORKING TOGETHER TO SOLVE. ISSUES LIKE MAKING SURE CHILDREN ENTER SCHOOL READY TO LEARN AND THAT ALL PEOPLE HAVE ACCESS TO PRIMARY HEALTHCARE, CROSS LINES OF RACE, GENDER, GEOGRAPHY, FAITH AND ECONOMIC STATUS AND CAN ONLY BE ADDRESSED WITH A COLLECTIVE COMMUNITY FOCUS AND ACTION. UNITED WAY IS THE ONLY ORGANIZATION IN OUR COMMUNITY THAT, WITH THE HELP OF COUNTLESS VOLUNTEERS AND COMMUNITY LEADERS, IDENTIFIES THE MOST PRESSING ISSUES IN OUR COMMUNITY, IDENTIFIES SOLUTIONS TO THE ROOT-CAUSES OF THESE ISSUES, AND BRINGS TOGETHER THE RESOURCES TO MAKE THIS CHANGE.
PROGRAM SERVICE DESCRIPTION FORM 990, PART III, LINE 4A (CONTINUED FROM PART III) ISSUES LIKE MAKING SURE CHILDREN ENTER SCHOOL READY TO LEARN AND THAT ALL PEOPLE HAVE ACCESS TO PRIMARY HEALTHCARE, CROSS LINES OF RACE, GENDER, GEOGRAPHY, FAITH AND ECONOMIC STATUS AND CAN ONLY BE ADDRESSED WITH A COLLECTIVE COMMUNITY FOCUS AND ACTION. UNITED WAY IS THE ONLY ORGANIZATION IN OUR COMMUNITY THAT, WITH THE HELP OF COUNTLESS VOLUNTEERS AND COMMUNITY LEADERS, IDENTIFIES THE MOST PRESSING ISSUES IN OUR COMMUNITY, IDENTIFIES SOLUTIONS TO THE ROOT-CAUSES OF THESE ISSUES, AND BRINGS TOGETHER THE RESOURCES TO MAKE THIS CHANGE.
PROGRAM SERVICE DESCRIPTION FORM 990, PART III, LINE 4C CONTINUED FROM PART III: UNITED WAY EXISTS FOR ONE REASON: TO HELP US COME TOGETHER AS A COMMUNITY TO IDENTIFY AND ADDRESS THE ISSUES THAT TAKE ALL OF US WORKING TOGETHER TO SOLVE. ISSUES LIKE MAKING SURE CHILDREN ENTER SCHOOL READY TO LEARN AND THAT ALL PEOPLE HAVE ACCESS TO PRIMARY HEALTHCARE, CROSS LINES OF RACE, GENDER, GEOGRAPHY, FAITH AND ECONOMIC STATUS AND CAN ONLY BE ADDRESSED WITH A COLLECTIVE COMMUNITY FOCUS AND ACTION. UNITED WAY IS THE ONLY ORGANIZATION IN OUR COMMUNITY THAT, WITH THE HELP OF COUNTLESS VOLUNTEERS AND COMMUNITY LEADERS, IDENTIFIES THE MOST PRESSING ISSUES IN OUR COMMUNITY, IDENTIFIES SOLUTIONS TO THE ROOT-CAUSES OF THESE ISSUES, AND BRINGS TOGETHER THE RESOURCES TO MAKE THIS CHANGE. EDUCATION - EDUCATION IS THE CORNERSTONE OF INDIVIDUAL AND COMMUNITY SUCCESS. IT NOT ONLY BRINGS PEOPLE OUT OF POVERTY BUT ALSO ENSURES A COMMUNITY'S ECONOMIC PROSPERITY: A WELL-EDUCATED WORKFORCE ATTRACTS WORLD-CLASS JOBS. BUT ONLY WHEN WE WORK TOGETHER. NEARLY 700 CENTRAL KENTUCKY TEENAGERS DROP OUT OF SCHOOL EACH YEAR - THAT'S TWO KIDS DROPPING OUT EVERY SINGLE DAY. 1-IN-4 ELEMENTARY SCHOOL STUDENTS ARE NOT READING AT PROFICIENT LEVELS IN THE BLUEGRASS. ONLY 22% OF LOCAL AREA CHILD CARE CENTERS ARE PARTICIPATING IN THE STARS PROGRAM. THIS CREATES MAJOR PROBLEMS FOR OUR COMMUNITY. 20% OF TODAY'S WORKFORCE IS FUNCTIONALLY ILLITERATE. CHILD-CARE RELATED ABSENCES COST EMPLOYERS $3 BILLION A YEAR. CENTRAL KENTUCKY DROPOUTS MORE THAN $182 MILLION IN LOST WAGES, TAXES AND PRODUCTIVITY OVER THEIR LIFETIMES THAT WE LOSE IN OUR COMMUNITY. HOWEVER, UNITED WAY IS FIXING THIS BY BUILDING A SOLID FOUNDATION THROUGH EARLY LEARNING AND DEVELOPMENT, IMPROVING STUDENT ACHIEVEMENT, ENGAGING FAMILIES AND PROVIDING PATHWAYS TO SUCCESSFUL CAREERS. FROM PRESCHOOLERS TO HIGH SCHOOL STUDENTS, UNITED WAY IS WORKING TO ENSURE THAT THE NEXT GENERATION IS EQUIPPED WITH THE SKILLS TO SUCCEED IN SCHOOL AND IN LIFE. OUR WORK IS DESIGNED TO INTERVENE EARLY TO PREVENT THE KINDS OF PROBLEMS THAT CAUSE CHILDREN TO FAIL AND TO PROVIDE THE RESOURCES NECESSARY TO ENCOURAGE OUR YOUTH TO REMAIN PRODUCTIVE AND ENGAGED. WE ARE WORKING TO MAXIMIZE EARLY LEARNING SO OUR CHILDREN ENTER KINDERGARTEN PREPARED FOR SCHOOL AND WE ARE WORKING TO MAKE SURE MORE OF OUR YOUTH GRADUATE FROM HIGH SCHOOL WELL-PREPARED FOR THEIR FUTURE. BUT WE CANNOT DO IT ALONE. OUR GOAL IS TO BRING RESOURCES TOGETHER TO SUPPORT EFFORTS THAT ENHANCE CHILDREN'S SUCCESS. WE GET PEOPLE EXCITED ABOUT PARTICIPATING IN THE EDUCATIONAL PROCESS. AND, WE MOBILIZE A COMMUNITY TO HAVE HIGH EXPECTATIONS FOR OUR EDUCATIONAL SYSTEMS, AND ACCEPT NOTHING LESS. INCOME - AS MANY AS ONE-THIRD OF WORKING AMERICANS DO NOT EARN ENOUGH MONEY TO MEET THEIR BASIC NEEDS. WAGES HAVE NOT KEPT PACE WITH THE RISING COST OF HOUSING, HEALTHCARE, AND EDUCATION AND CURRENTLY, 40 MILLION AMERICANS ARE WORKING IN LOW-PAYING JOBS WITHOUT BASIC HEALTH AND RETIREMENT BENEFITS. RIGHT HERE IN THE BLUEGRASS, 21,485 CHILDREN LIVE IN POVERTY - ENOUGH TO FILL WHITAKER BANK BALLPARK THREE TIMES! 81,534 LOCAL ADULTS LIVE IN POVERTY - ENOUGH TO FILL RUPP ARENA THREE AND A HALF TIMES! 1-IN-5 FAMILIES IN CENTRAL KENTUCKY DOESN'T MAKE ENOUGH MONEY TO BE SELF-SUFFICIENT. ALMOST 74,000 PEOPLE IN CENTRAL KENTUCKY, OR 12 PERCENT OF THE POPULATION, ARE ON FOOD STAMPS. NEARLY 4,000 HOUSEHOLDS RECEIVE SUBSIDIZED HOUSING IN FAYETTE COUNTY ALONE. KENTUCKY RANKS 48TH IN THE NATION IN POVERTY RATE, 43RD IN BANKRUPTCY RATE, AND 39TH IN NET WORTH. 45% OF RENTERS IN CENTRAL KENTUCKY ARE UNABLE TO AFFORD FAIR MARKET RENT. WITH SUPPORT FROM THE COMMUNITY, UNITED WAY IS HELPING FAMILIES INCREASE THE MONEY THEY HAVE, MANAGE AND SAVE IT WELL, AND OBTAIN SIGNIFICANT ASSETS THAT WILL HELP WITH LONG-TERM FINANCIAL SECURITY. FOR FAMILIES WALKING A FINANCIAL TIGHTROPE, UNABLE TO SAVE FOR COLLEGE, A HOME, OR RETIREMENT, UNITED WAY IS HERE TO HELP. TO ADDRESS THE OBSTACLES THAT PREVENT HARD WORKING FAMILIES FROM GETTING AHEAD FINANCIALLY, WE MAKE CERTAIN COMMUNITY-CHANGE STRATEGIES ARE IN PLACE TO HELP FAMILIES MEET THEIR BASIC NEEDS WHILE GAINING THE FINANCIAL CAPABILITY TO PLAN FOR, AND ACCOMPLISH, THEIR LONG-TERM FINANCIAL GOALS. WE ARE COMMITTED TO HELPING INDIVIDUALS AND FAMILIES IN OUR COMMUNITY ACHIEVE FINANCIAL STABILITY. BY BRINGING TOGETHER COMMUNITY PARTNERS, WE HELP LOWER-INCOME INDIVIDUALS AND FAMILIES ACHIEVE FINANCIAL INDEPENDENCE BY PROVIDING THE SKILLS NECESSARY TO MAXIMIZE THEIR INCOME, BUILD SAVINGS AND GAIN ASSETS. UNITED WAY PROVIDES BOTH AN IMMEDIATE RESPONSE BY EXPANDING THE AVAILABILITY OF EMERGENCY BASIC NEEDS (FOOD, HEAT, SHELTER) IN OUR COMMUNITY AND PROVIDING SEAMLESS ACCESS TO ADDITIONAL SERVICES THROUGH 2-1-1. UNITED WAY ALSO SUPPORTS LONG-TERM RECOVERY OF FAMILIES THROUGH INCREASING HOUSEHOLD INCOME; OBTAINING JOB SKILLS; PROVIDING FINANCIAL EDUCATION; GAINING, SUSTAINING AND PROTECTING ASSETS; AND ATTAINING FINANCIAL INDEPENDENCE. HEALTH - UNFORTUNATELY, TOO MANY OF OUR NEIGHBORS LACK ACCESS TO BASIC HEALTH CARE - IN PARTICULAR PREVENTIVE CARE WHICH CAN REDUCE THE INCIDENCE OF CHRONIC DISEASES LIKE DIABETES OR DIAGNOSE PROBLEMS EARLY AND INTERVENE TO PREVENT COSTLY COMPLICATIONS FROM CONDITIONS SUCH AS HIGH BLOOD PRESSURE. WITH HEALTH CARE COSTS OUTPACING INFLATION AND GROWTH IN WAGES AND WITH MANY CENTRAL KENTUCKIANS LIVING WITHOUT HEALTH INSURANCE, EVEN A MINOR HEALTH CRISIS CAN LEAD FAMILIES TO FINANCIAL RUIN. 11,659 CHILDREN AND 121,183 ADULTS ARE WITHOUT HEALTH INSURANCE. 96,350 CENTRAL KENTUCKIANS ARE OBESE. 1-IN-4 PREGNANT WOMEN SMOKE DURING PREGNANCY. 37% OF KENTUCKY'S CHILDREN ARE OVERWEIGHT. 68% OF CENTRAL KENTUCKY'S POPULATION IS EITHER OBESE OR OVERWEIGHT. UNITED WAY IS MAKING A DIFFERENCE THROUGH PREVENTIVE HEALTH FOR CHILDREN, HEALTHY LIVING FOR ADULTS AND SENIORS, AND ACCESS TO RESOURCES FOR A HEALTHY LIFE. FROM ACCESS TO HEALTH CARE TO NUTRITION AND FITNESS, UNITED WAY OF THE BLUEGRASS AND ITS PARTNERS ARE TARGETING HEALTH ISSUES THAT NOT ONLY AFFECT INDIVIDUALS, BUT OUR ENTIRE COMMUNITY.
Review of form 990 by governing body Form 990, Part VI, Section B, Line 11a AN ELECTRONIC COPY OF THE ORGANIZATION'S FINAL FORM 990 (INCLUDING REQUIRED SCHEDULES) WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE IRS.
Conflict of interest policy Form 990, Part VI, Section B, Line 12c THE CODE OF ETHICS AND CONFLICTS OF INTEREST AGREEMENT IS ISSUED, REVIEWED AND SIGNED ANNUALLY BY UNITED WAY OF THE BLUEGRASS STAFF, VOLUNTEERS AND ITS REPRESENTATIVES. THESE INDIVIDUALS ARE REQUIRED TO SIGN, ACKNOWLEDGE, AND DISCLOSE ANY KNOWN OR POTENIAL CONFLICTS OF INTEREST. THESE STATEMENTS ARE REVIEWED BY THE BOARD OF DIRECTORS AND ANY PROPOSED CONFLICT IS CONTINUALLY MONITORED. IF THERE IS A CONFLICT IDENTIFIED, THAT PERSON IS REMOVED FROM DELIBERATIONS AND DECISIONS REGARDING ANY TRANSACTION WHERE A CONFLICT MAY EXIST.
Public Disclosure Form 990, Part VI, Section C, Line 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
PROCESS USED TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL FORM 990, PART VI, SECTION B, LINE 15A A REVIEW OF THE PRESIDENT WAS NOT CONDUCTED IN THE SHORT PERIOD OF JANUARY 1-JUNE 30, 2011 AND THE COMPENSATION HAS NOT CHANGED SINCE OCTOBER OF 2009. A PERFORMANCE REVIEW IS SCHEDULED FOR JUNE 2012 AT WHICH TIME THE PAST, PRESENT AND INCOMING BOARD CHAIRS WILL CONDUCT A PERFORMANCE EVALUATION AND INTERVIEW AND THEN, IF DEEMED APPROPRIATE, WILL MAKE COMPENSATION CHANGE RECOMMENDATIONS TO THE BOARD OF DIRECTORS FOR APPROVAL.
Other changes in net assets or fund balances Form 990, Part XI, Line 5 NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - -379;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

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Software Version: v2010.1.0