Form990
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
A For the 2015 calendar year, or tax year beginning 07-01-2015 , and ending 06-30-2016
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)
100 Midland Drive Suite 300
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Lexington, KY405081943
D Employer identification number

61-0444679
E Telephone number

G Gross receipts $ 7,740,199
F Name and address of principal officer:
William W Farmer President
100 Midland Drive
Lexington,KY405081943
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.uwbg.org
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
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: OUR MISSION IS SIMPLE, BUT POWERFUL: UNITED WAY OF THE BLUEGRASS WANTS TO HELP EMPOWER EVERYONE IN CENTRAL KENTUCKY TO LIVE THEIR BEST LIVES. WE HAVE A BIG BOLD GOAL FOR THE COMMUNITY THAT 10,000 MORE FAMILIES WILL BE SELF-SUFFICIENT BY 2020.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 26
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 26
5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) ...... 5 48
6 Total number of volunteers (estimate if necessary) ............. 6 440
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) ......... 4,946,881 5,422,480
9 Program service revenue (Part VIII, line 2g) ......... 69,389 182,857
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 332,574 227,290
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 30,249 26,087
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 5,379,093 5,858,714
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 2,628,855 2,574,762
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,628,011 1,905,139
16a Professional fundraising fees (Part IX, column (A), line 11e) .....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,137,108    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,232,581 1,163,645
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 5,489,447 5,643,546
19 Revenue less expenses. Subtract line 18 from line 12....... -110,354 215,168
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 4,030,089 3,944,371
21 Total liabilities (Part X, line 26)............. 552,160 781,218
22 Net assets or fund balances. Subtract line 21 from line 20..... 3,477,929 3,163,153
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 Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2015)
Form 990 (2015)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: UNITED WAY OF THE BLUEGRASS WANTS TO HELP EMPOWER EVERYONE IN CENTRAL KENTUCKY TO LIVE THEIR BEST LIVES. WE HAVE A BIG BOLD GOAL THAT 10,000 MORE FAMILIES WILL BE SELF-SUFFICIENT BY 2020. THIS IS A COMMUNITY GOAL AND ONE THAT WE CAN ACCOMPLISH TOGETHER. UNITED WAY HAS COMMITTED TO FOUR KEY DRIVERS FOR COMMUNITY AND ECONOMIC SUCCESS: *BASIC NEEDS *SCHOOL READINESS *STUDENT SUCCESS *FINANCIAL STABILITY WE HAVE DEVELOPED SYSTEMS TO EVALUATE THE QUALITY AND SUCCESS OF THE PROGRAMS AND PARTNERS THAT OUR INVESTORS HELP FUND, SO YOU CAN BE ASSURED THAT YOUR DOLLARS WILL HAVE MAXIMUM IMPACT ON YOUR COMMUNITY. UNITED WAY ISN'T ABOUT SHORT-TERM CHARITY, IT'S ABOUT LASTING, SYSTEMIC CHANGE.UWBG LOOKS AT THE BIG PICTURE - WHAT RESOURCES ARE LACKING, AND HOW WE CAN ADDRESS THESE ISSUES TO KEEP KIDS ON TRACK TO GRADUATE READY FOR COLLEGE OR CAREER. KIDS CAN'T LEARN WHEN THEY GO TO SCHOOL HUNGRY, WHEN THEY ARE SICK, OR WHEN THEY MOVE FROM SCHOOL TO SCHOOL.
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 organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations 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 $ 3,524,844 including grants of $ 2,353,464 ) (Revenue $ 161,153 )
SUPPORTING COMMUNITY PROGRAMS: UNITED WAY OF THE BLUEGRASS (UWBG) RECOGNIZES FOUR PILLARS FOR COMMUNITY AND ECONOMIC SUCCESS: BASIC NEEDS, STUDENT READINESS, STUDENT SUCCESS AND FINANCIAL STABILITY. UWBG OPERATES BY A COMPREHENSIVE PLAN OF PARTNERSHIP, COLLABORATION, AND INVESTMENT TO CREATE A POSITIVE IMPACT ON THE COMMUNITY. REGIONAL COMMUNITY VOLUNTEERS, WITH INPUT FROM FIELD EXPERTS, DETERMINE PROGRAM ALLOCATIONS ON A THREE-YEAR FUNDING CYCLE. UWBG IS ADDRESSING THE UNDERLYING CAUSE OF COMMUNITY ISSUES THROUGH INVESTMENTS AND OVERSIGHT OF COMMUNITY PROGRAMS. RESULTS ARE THOROUGHLY EXAMINED EVERY SIX MONTHS IN PARTNERSHIP WITH THE UNIVERSITY OF KENTUCKY TO ENSURE PROGRAMS ARE ON TRACK TO REACH INTENDED RESULTS.
4b (Code:   ) (Expenses $ 179,927 including grants of $   ) (Revenue $   )
UNITED WAY 211 CONTACT CENTER CONNECTS PEOPLE WHO NEED HEALTH AND HUMAN SERVICES WITH THOSE WHO AGENCIES AND PROGRAMS THAT PROVIDE THEM. LAST YEAR, UNITED WAY 211 CONNECTED MORE THAN 28,000 PEOPLE WITH THE HELP THEY NEEDED - FROM FOOD, TO SHELTER,TO DEPENDENCE ASSISTANCE.
4c (Code:   ) (Expenses $ 159,240 including grants of $ 139,438 ) (Revenue $   )
BACK ON TRACK IS A PROGRAM DESIGNED TO HELP HARDWORKING INDIVIDUALS SUCCEED BY MATCHING SAVINGS 2-TO-1 THROUGH INDIVIDUAL DEVELOPMENT ACCOUNTS (IDAS). SIMPLY BY SAVING $2,000 TO USE TOWARD PURCHASING AN ASSET SUCH AS BUYING A FIRST HOME OR GOING TO SCHOOL, AN INDIVIDUAL COULD RECEIVE AN ADDITIONAL $4,000! PARTICIPANTS WILL BE TRAINED AND EQUIPPED WITH THE TOOLS AND RESOURCES TO SUCCEED IN MANAGING THEIR FINANCES, AND GAIN THEIR ASSET SPECIFIC KNOWLEDGE AS THEY SAVE TOWARDS COMPLETION OF THE PROGRAM. THIS IS A 6 YEAR FEDERAL GRANT FUNDED PROGRAM THAT WILL EXPIRE 11/30/2016. BACK ON TRACK UPDATES: * 301 GRADUATES * 125 ACTIVELY ENROLLED * $751,000 IN PARTICIPANT SAVINGS DEPOSITS HAVE BEEN MADE * $1,015,000 APPLIED TOWARD APPROVED PURCHASES (HOMES, EDUCATION/TUITION, BUSINESS/ENTREPENEURSHIP)
(Code:   ) (Expenses $ 318,214 including grants of $ 81,860 ) (Revenue $ 30,248 )
TRAILBLAZERS (RETIRED AND SENIOR VOLUNTEER PROGRAM): IN ANDERSON, CLARK, SCOTT AND WOODFORD COUNTIES, ADULTS AGED 55+ ARE MAKING AN IMPACT IN EDUCATION THROUGH ACADEMIC AND YOUTH DEVELOPMENT PROGRAMS WITH UNITED WAY'S TRAILBLAZERS PROGRAM. TRAILBLAZERS ACT AS READERS, TUTORS AND MENTORS TO INCREASE THE SUCCESS OF KIDS IN THE BLUEGRASS. SOMETIMES KIDS JUST NEED SOMEONE WHO BELIEVES IN THEM. VOLUNTEERS GIVE THE EXTRA INDIVIDUAL ATTENTION KIDS SOMETIMES NEED. WE ALL WIN WHEN A CHILD SUCCEEDS IN SCHOOL AND GROWS UP TO BE A PRODUCTIVE ADULT WHO GIVES BACK TO THE COMMUNITY. LAST YEAR, 81 TRAILBLAZERS WORKED WITH YOUTH IN CENTRAL KENTUCKY TO MAKE A DIFFERENCE THAT WILL LAST A LIFETIME. TRAILBLAZERS OPERATES THROUGH A 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 VOLUNTEER ENGAGEMENT CENTER AT UNITED WAY: UWBG HELPS REFER AND MATCH VOLUNTEER INTERESTS TO APPROPRIATE VOLUNTEER OPPORTUNITIES. THE VOLUNTEER CENTER PROMOTES VOLUNTEERISM IN CENTRAL KENTUCKY. THE VOLUNTEER IMPACT PARTNERSHIP (VIP) IS A PARTNERSHIP BETWEEN UNITED WAY, LOCAL SCHOOL DISTRICTS AND THE CENTRAL KENTUCKY COMMUNITY. VIP WORKS TO PAIR VOLUNTEERS WITH LOCAL STUDENTS WHO ARE STRUGGLING ACADEMICALLY WITH A FOCUS ON SCHOOLS IN OUR REGION THAT ARE CLASSIFIED AS "NEEDS IMPROVEMENT" BASED ON KPREP TEST SCORES. THE GOAL OF VIP IS TO PROVIDE A CONSISTENT, STABLE RELATIONSHIP WITH A CHILD OR GROUP OF CHILDREN IN ORDER TO HELP THEM ADVANCE ACADEMICALLY. OUR GOAL IS TO MATCH A STUDENT WITH A TUTOR/MENTOR WHO WILL AGREE TO MEET WITH THE STUDENT FOR ONE HOUR OR MORE EACH WEEK THROUGHOUT THE SCHOOL YEAR. WE ARE LOOKING TO PAIR A STUDENT WITH A TUTOR TO ENSURE CONSISTENCY - ALLOWING FOR A STRONG BOND TO BE DEVELOPED WHICH CAN HELP A CHILD SUCCEED BOTH INSIDE AND OUTSIDE OF THE CLASSROOM. WE WILL ATTEMPT TO MATCH PARTICIPATING STUDENTS WITH A TUTOR/MENTOR WHO HAS ACADEMIC STRENGTHS OR EXPERIENCES WHERE THE STUDENT IS STRUGGLING MOST. The Central Kentucky Economic Empowerment Project (CKEEP) is a regional VITA coalition that partners with the IRS to provide free tax preparation to low-income families, raise awareness about the Earned Income Tax Credit, and help families build assets. While the composition of partners and tax site may vary from year-to-year, the general region served includes Lexington and surrounding counties. Since 2003, CKEEP has completed over 30,000 tax returns, helping families claim over $30 million in tax refunds. The United Way of the Bluegrass (UWBG) is the current coalition leader responsible for coordinating all aspects of the program. UWBG works with partners in its nine county service area and beyond to bring free tax preparation to the community. * 17 Tax Sites covering 10 counties * 3,431 Return Filed * $2.1M of the Earned Income Tax Credit was allocated to eligible families * $5M in total refunds * $636K on average families saved in tax preparation fees Kentucky Asset Success Initiative (KASI) is a broad-based collaborative effort dedicated to promoting economic self-sufficiency for low-income families in Kentucky. KASI uses a three prone approach to economic self-sufficiency - free tax preparation, asset building, and financial education. Since 2014 United Way of the Bluegrass has been the KASI coalition leader of five regional coalitions around Kentucky. Coalition partners include the Barren River Asset-Building Coalition, Central Kentucky Economic Empowerment Project, Eastern Kentucky Asset-Building Collaboration, Green River Asset-Building Coalition, and Northeastern Kentucky Asset-Building Coalition. Each year regional coalition leaders meet in Lexington to discuss plans for the upcoming filing season. * 48 Tax Sites covering 80 counties * 11,426 Returns Filed * $6.7M of the Earned Income Tax Credit was allocated to eligible families * $17.1M in total refunds * $2.28M on average families saved in tax preparation fees * Economic Impact - $20M+
4d Other program services (Describe in Schedule O.)
(Expenses $ 318,214 including grants of $ 81,860 ) (Revenue $ 30,248 )
4e Total program service expensesMediumBullet4,182,225
Form 990 (2015)
Form 990 (2015)
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 (see instructions)? 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, or have a section 501(h) election in effect during the tax year? 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
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which 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 for escrow or custodial account liability; 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 IVClick to see attachment..............
9
Yes
 
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, 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, line 10?
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 XClick 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 and XII 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 and XII 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, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
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 (see instructions) ....
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............ Click to see attachment
18
Yes
 
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
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2015)
Form 990 (2015)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government 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 or other assistance to or for domestic individuals 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, line 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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
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), 501(c)(4), and 501(c)(29) 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
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? 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 employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? 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.....................
28b
 
No
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 direct or indirect 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..Click to see attachment
29
Yes
 
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, Part II, III, or IV, and Part V, line 1.........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, 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 ...
35b
 
 
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 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2015)
Form 990 (2015)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
46
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
48
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” to line 3b, 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, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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 as charitable contributions? ...
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring 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. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2015)
Form 990 (2015)
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 or note to any line 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
26
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
26
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
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
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
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete 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 this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did 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 15a or 15b, 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," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take 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 made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletJILL JOHNSON2400 READING ROAD   CINCINNATI,OH45202 (513) 762-7100
Form 990 (2015)
Form 990 (2015)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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. 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 organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) BILL WILSON
 
BOARD CHAIR
 4.0
.................
  		X   X       0 0 0
(2) MORGAN DAULTON
 
TREASURER
 1.0
.................
  		X   X       0 0 0
(3) JANET BEARD
 
DIRECTOR
 1.0
.................
  		X           0 0 0
(4) JEFF BIRDSONG
 
DIRECTOR
 1.0
.................
  		X           0 0 0
(5) PATRICK BREWER
 
DIRECTOR
 1.0
.................
  		X           0 0 0
(6) OWEN CROPPER
 
DIRECTOR
 1.0
.................
  		X           0 0 0
(7) CRAIG DANIELS
 
DIRECTOR
 1.0
.................
  		X           0 0 0
(8) BLAKE DRURY
 
DIRECTOR
 1.0
.................
  		X           0 0 0
(9) KATHY FIELDS
 
DIRECTOR
 1.0
.................
  		X           0 0 0
(10) RUFUS FRIDAY
 
DIRECTOR
 1.0
.................
  		X           0 0 0
(11) JOHN HUTCHERSON
 
DIRECTOR
 1.0
.................
  		X           0 0 0
(12) DR AUGUSTA JULIAN
 
DIRECTOR
 1.0
.................
  		X           0 0 0
(13) MARK KLEE
 
DIRECTOR
 1.0
.................
  		X           0 0 0
(14) SCOTT LOCKARD
 
DIRECTOR
 1.0
.................
  		X           0 0 0
(15) VALERIE MITCHELL
 
DIRECTOR
 1.0
.................
  		X           0 0 0
(16) FRANK MASON
 
DIRECTOR
 1.0
.................
  		X           0 0 0
(17) KRISTI MIDDLETON
 
DIRECTOR
 1.0
.................
  		X           0 0 0
Form 990 (2015)
Form 990 (2015)
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 (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) KEVIN ROGERS
 
DIRECTOR
 1.0
.......................   		X           0 0 0
(19) BROCK SALADIN
 
DIRECTOR
 1.0
.......................   		X           0 0 0
(20) MELISSA STEPHAN
 
DIRECTOR
 1.0
.......................   		X           0 0 0
(21) TYRONE TYRA
 
DIRECTOR
 1.0
.......................   		X           0 0 0
(22) HARVIE WILKINSON
 
DIRECTOR
 1.0
.......................   		X           0 0 0
(23) DR LU YOUNG
 
DIRECTOR
 1.0
.......................   		X           0 0 0
(24) Justin Hubbard
 
Director
 1.0
.......................   		X           0 0 0
(25) Tom Coons
 
Director
 1.0
.......................   		X           0 0 0
(26) John Gohmann
 
Director - Partial Year until 10/20/15
 1.0
.......................   		X           0 0 0
(27) Nancy Fightmaster
 
Director - Partial Year until 7/17/15
 1.0
.......................   		X           0 0 0
(28) Coos Ockers
 
Director - Partial Year until 7/17/15
 1.0
.......................   		X           0 0 0
(29) Pam Brough
 
Director - Partial Year 7/17/15
 1.0
.......................   		X           0 0 0
(30) Chad Rudzik
 
Director
 1.0
.......................   		X           0 0 0
(31) Bob Kain
 
Director - Partial Year until 7/17/15
 1.0
.......................   		X           0 0 0
(32) Kimberly Wilson
 
Director - Partial Year until 8/12/15
 1.0
.......................   		X           0 0 0
(33) WILLIAM W FARMER
 
PRESIDENT/CEO - BRD SECRETARY
 50.0
.......................   		    X       119,338 0 26,752
(34) VICKI SEALE
 
VP FINANCE
 50.0
.......................   		    X       65,581 0 11,695
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 184,919 0 38,447
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet1
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. Report compensation for the calendar year ending with or within the organization’s tax year.
(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 $100,000 of compensation from the organization MediumBullet0
Form 990 (2015)
Form 990 (2015)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 35,461
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 5,387,019
g Noncash contributions included in lines 1a-1f:$ 367,921
h Total.Add lines 1a-1f.......MediumBullet 5,422,480
Program Service RevenueAmt Business Code
2a Outside Design and Administration 561000 182,857 182,857    
b
c
d
e
f All other program service revenue. 0 0 0 0
g Total.Add lines 2a–2f.....MediumBullet 182,857
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ..........MediumBullet 58,175     58,175
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss) 0 0
d Net rental income or (loss)......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   2,014,446
b Less: cost or other basis and sales expenses   1,845,331
c Gain or (loss) 0 169,115
d Net gain or (loss).....MediumBullet 169,115     169,115
8a Gross income from fundraising events (not including $ 35,461of contributions reported on line 1c). See Part IV, line 18 ....
a 53,697
b Less: direct expenses ...b 36,154
c Net income or (loss) from fundraising events..MediumBullet 17,543   17,543
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        
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        
Business Code Miscellaneous Revenue
11a MISCELLANEOUS 900099 8,544 8,544    
b            
c            
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 8,544
12 Total revenue. See Instructions......MediumBullet 5,858,714 191,401 0 244,833
Form 990 (2015)
Form 990 (2015)
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).Check if Schedule O contains a response or note to any line in this Part IX ..............
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 domestic organizations and domestic governments. See Part IV, line 21 2,574,762 2,574,762
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 196,250 111,375 42,438 42,437
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 1,350,273 821,932 55,234 473,107
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....        
9 Other employee benefits ....... 231,091 133,388 16,410 81,293
10 Payroll taxes ........... 127,525 74,483 8,987 44,055
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ........... 24,900   24,900  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 25,431   25,431  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 200,050 129,276 22,962 47,812
12 Advertising and promotion .... 177,477 84,204 2,543 90,730
13 Office expenses ....... 151,846 112,871 9,878 29,097
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 103,906 57,857 9,722 36,327
17 Travel ............ 27,485 12,049 1,535 13,901
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 18,037 10,189 2,110 5,738
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 2,279 934 1,003 342
23 Insurance ... 10,890 6,559 1,135 3,196
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Developmental and Administrative 346,604 23,977 78,172 244,455
b DUES AND SUBSCRIPTIONS 55,939 19,109 19,755 17,075
c BOARD/STAFF DEVELOPMENT 5,786 3,180 890 1,716
d Equipment rental and repairs 10,846 4,083 1,018 5,745
e All other expenses 2,169 1,997 90 82
25 Total functional expenses. Add lines 1 through 24e 5,643,546 4,182,225 324,213 1,137,108
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2015)
Form 990 (2015)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 347,439 1 701,999
2 Savings and temporary cash investments ......... 161,861 2 95,578
3 Pledges and grants receivable, net ...... 1,400,217 3 1,333,407
4 Accounts receivable, net ............. 34,101 4 134,467
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
  5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6 0
7 Notes and loans receivable, net ....   7  
8 Inventories for sale or use ........   8  
9 Prepaid expenses and deferred charges ...... 18,009 9 21,433
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 112,144
b Less: accumulated depreciation 10b 109,605 4,818 10c 2,539
11 Investments—publicly traded securities . 2,063,644 11 1,654,948
12 Investments—other securities. See Part IV, line 11 ..... 0 12  
13 Investments—program-related. See Part IV, line 11 .. 0 13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 0 15 0
16 Total assets. Add lines 1 through 15 (must equal line 34)... 4,030,089 16 3,944,371
Liabilities 17 Accounts payable and accrued expenses ..... 309,240 17 492,401
18 Grants payable ... 242,920 18 288,817
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other 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 (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D 0 25 0
26 Total liabilities. Add lines 17 through 25.. 552,160 26 781,218
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 3,131,597 27 2,329,398
28 Temporarily restricted net assets ........... 256,332 28 743,755
29 Permanently restricted net assets 90,000 29 90,000
Organizations that do not follow SFAS 117 (ASC 958), 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 ........... 3,477,929 33 3,163,153
34 Total liabilities and net assets/fund balances ........ 4,030,089 34 3,944,371
Form 990 (2015)
Form 990 (2015)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
5,858,714
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
5,643,546
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
215,168
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
3,477,929
5
Net unrealized gains (losses) on investments ...............
5
-310,794
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-219,150
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
3,163,153
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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 (2015)
Form 990 (2015)
Additional Data


Software ID: 15000238
Software Version: 2015v3.0
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 Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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
6
7
8
9
10
11
a
b
c
d
e
f
Enter the number of supported organizations ..............  

g
Provide the following information about the supported organization(s).
(i)Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total      

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... 5,465,764 4,955,464 4,750,926 4,946,881 5,422,480 25,541,515
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 5,465,764 4,955,464 4,750,926 4,946,881 5,422,480 25,541,515
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).. 2,416,863
6 Public support. Subtract line 5 from line 4. 23,124,652
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
7 Amounts from line 4.. 5,465,764 4,955,464 4,750,926 4,946,881 5,422,480 25,541,515
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 94,521 99,334 76,691 59,756 58,175 388,477
9 Net income from unrelated business activities, whether or not the business is regularly carried on..           0
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 103,682 75,806 20,778 31,056 8,544 239,866
11 Total support. Add lines 7 through 10. 26,169,858
12
12
338,107
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
88.36 %
15
15
87.80 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 3
Part III
Support Schedule for Organizations Described in Section 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) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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 VI.) ..            
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) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2015 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2015 		(iii)
Distributable
Amount for 2015
1 Distributable amount for 2015 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2015
(reasonable cause required--see instructions)		  
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......  
e From 2014.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2015 distributable amount  
i Carryover from 2010 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2015 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2015 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2015, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)		  
6 Remaining underdistributions for 2015. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)		  
7 Excess distributions carryover to 2016. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a
b
c Excess from 2013.......  
d From 2014.......  
e From 2015.......  
Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 103682.0, COLUMN B - 75806.0, COLUMN C - 20778.0, COLUMN D - 31056.0, COLUMN E - 8544.0, COLUMN F - 239866.0;
Schedule A (Form 990 or 990-EZ) 2015


Additional Data


Software ID: 15000238
Software Version: 2015v3.0
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.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Name of the 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 on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, 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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
Name of organization
United Way of the Bluegrass Inc
  		Employer identification number
61-0444679
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 

   
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 3
Name of organization
United Way of the Bluegrass Inc
  		Employer identification number

61-0444679
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 4
Name of organization
United Way of the Bluegrass Inc
  		Employer identification number

61-0444679
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(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) (2015)

Additional Data


Software ID: 15000238
Software Version: 2015v3.0
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ....    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of 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 can 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" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 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, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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 section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, 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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), 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 XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), 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)
Revenue included on 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 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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" on 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 XIII 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, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" on 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 .... 645,572 898,546 817,772 765,630 784,935
b Contributions ...     0 0 0
c Net investment earnings, gains, and losses -29,952 -2,974 118,774 88,142 11,695
d Grants or scholarships ...     0 0 0
e Other expenditures for facilities
and programs ... 		38,000 250,000 38,000 36,000 31,000
f Administrative expenses ....     0 0 0
g End of year balance ...... 577,620 645,572 898,546 817,772 765,630
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet84.42 %
b
Permanent endowment SchDMd Bullet15.58 %
c
Temporarily restricted endowment SchDMd Bullet0 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
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" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ...      
b Buildings        
c Leasehold improvements        
d Equipment ...   112,144 109,605 2,539
e Other ...        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 2,539
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11b. 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    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
AMOUNTS DUE TO CENTRAL KENTUCKY COMBINED FEDERAL CAMPAIGN  
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 0
2. Liability for uncertain tax positions. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 5,314,417
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -310,794
b Donated services and use of facilities ......... 2b 13,200
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 0
e Add lines 2a through 2d ..................... 2e -297,594
3 Subtract line 2e from line 1.................. 3 5,612,011
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 25,431
b Other (Describe in Part XIII.) ........... 4b 221,272
c Add lines 4a and 4b.................... 4c 246,703
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 5,858,714
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 5,629,193
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a 13,200
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 0
e Add lines 2a through 2d.................... 2e 13,200
3 Subtract line 2e from line 1................... 3 5,615,993
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 25,431
b Other (Describe in Part XIII.) ............ 4b 2,122
c Add lines 4a and 4b..................... 4c 27,553
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 5,643,546

Part XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D, Part IV SERVICES PROVIDED BY THE ORGANIZATION THE ORGANIZATION'S BACK ON TRACK PROGRAM IS DESIGNED TO HELP HARDWORKING INDIVIDUALS SUCCEED BY MATCHING THEIR SAVINGS THROUGH INDIVIDUAL DEVELOPMENT ACCOUNTS (IDAS). AS SOMEONE SAVES, UWBG WORKS WITH THEM TO BUILD ASSETS THROUGH FREE TAX PREPARATION AND FILING, FINANCIAL LITERACY CLASSES, ACCESS TO FINANCIAL ASSISTANCE PROGRAMS, AND MORE. BACK ON TRACK PROVIDES FOR PEOPLE TO HAVE THEIR SAVINGS MATCHED TO BUILD FOR THEIR FUTURE. SAVINGS AND MATCHED DOLLARS ARE USED TO FURTHER EDUCATION, BUY A FIRST HOME OR START A SMALL BUSINESS. THOSE WHO QUALIFY ATTEND MULTIPLE TRAININGS AND PROGRAMS, SUCH AS FINANCIAL LITERACY COURSES, IN ORDER TO RECEIVE THE MATCH DOLLARS.
Schedule D, Part V, Line 4 Intended uses of endowment funds The purpose of the endowment is to facilitate donors' desires to make substantial long-term gifts to the community and to develop a new and significant source of revenue for UWBG. In doing so, the endowment will provide a secure, long-term source of funds to: (i) stabilize agency funding during periods of below normal annual campaigns; (ii) fund special grants; (iii) ensure long-term growth; (iv) enhance UWBG's ability to meet changing community needs in both the short and long-term; and, (v) support the administrative expenses of UWBG as deemed appropriate.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote UWBG IS EXEMPT FROM INCOME TAXES ON INCOME FROM RELATED ACTIVITIES UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING STATE TAX LAW. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL OR STATE INCOME TAXES. ADDITIONALLY, UWBG HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE.
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements WRITE OFF OF UNCOLLECTIBLE PLEDGES - 221272
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements RECOVERIES OF PY GRANTS - 2122
Schedule D (Form 990) 2015


Additional Data


Software ID: 15000238
Software Version: 2015v3.0




SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
United Way of the Bluegrass Inc
 
Employer identification number

61-0444679
Part I
Fundraising Activities. Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2015
Schedule G (Form 990 or 990-EZ) 2015
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.




VerticalRevenue
(a) Event #1

Lexmark Golf Outing
(event type) 		(b) Event #2

5K on the Runway
(event type) 		(c) Other events

2
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
48,234
20,322
20,602
89,158

2
Less: Contributions . . . .
20,356
10,000
5,105
35,461
3 Gross income (line 1 minus
line 2) . . . . . .
27,878
10,322
15,497
53,697



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .     192 192
6 Rent/facility costs . . . . 8,340   1,395 9,735
7 Food and beverages . . . 2,112   592 2,704
8 Entertainment . . . .        
9 Other direct expenses . . . 781 14,681 8,061 23,523
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 36,154
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow 17,543
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1
Gross revenue . . . . .
 
 
 
 
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
 
 

3
Noncash prizes . . . .
 
 
 
 

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
781
14,681
8,061
23,523


6

Volunteer labor . . . .
%
%
%


7
Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow
 

8
Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2015
Schedule G (Form 990 or 990-EZ) 2015
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2015
Additional Data


Software ID: 15000238
Software Version: 2015v3.0
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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC 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) 4Kids a Faith Community Partnership
2016 DesCognets Lane
Lexington,KY40502 		46-4601639 501(c)(3) 11,605       Leadership Academy for Middle School Students
(2) AccuTran Industries
PO Box 352
Paris,KY40362 		61-1048788 501(c)(3) 15,702       Sheltered Employment
(3) Aids Volunteers Inc
263 N Limestone
Lexington,KY40507 		61-1149457 501(c)(3) 25,820       HIV Aids Client Services
(4) American Red Cross Bluegrass Chapter
1450 Newtown Pike
Lexington,KY40511 		61-0444644 501(c)(3) 50,010       Disaster / Emergency Services
(5) American Red Cross Daniel Boone Chapter
1405 East Main Street
Richmond,KY40475 		53-0196605 501(c)(3) 7,340       Disaster Relief Services
(6) Anderson County Literacy Council
PO box 2067
Anderson,SC29622 		57-0510602 501(c)(3) 5,000       Adult Education and Literacy Training
(7) AppalReD Legal Aid
114 North Third Street
Richmond,KY40475 		61-0848948 501(c)(3) 8,300       Financial Stability Clinic
(8) Apprisen formerly Consume Credit Counseling Service of the Midwest Inc
2265 Harrodsburg Road
303
Lexington,KY40504 		31-0731111 501(c)(3) 14,100       Comprehensive Financial Education & Counseling
(9) Arbor Youth Services formerly MASH
536 West third Street
Lexington,KY40508 		61-0926861 501(c)(3) 36,441       Drop In Emergency Shelter & Afterschool Outreach
(10) Assets for Independence
100 Midland Avenue
Suite 300
Lexington,KY40508 		61-0444679 501(c)(3) 312,170       Financial Stability
(11) Big Brothers Big Sisters of the Bluegrass
1122 Oak Hill Drive
Lexington,KY40505 		61-0523288 501(c)(3) 37,325       Mentoring
(12) Blue Grass Council of the Blind
1093 South Broadway Suite 1220
Lexington,KY40504 		61-0971827 501(c)(3) 7,864       Visually Impaired Peer Support (VIPS)
(13) Bluegrass Community Action Agency
PO Box 738
Frankfort,KY40602 		61-0659583 501(c)(3) 97,373       Adult Day Prgm/Head Start/ Elder Nutrition/Financial Stability/Senior companions/Senior Centers
(14) Bluegrass Rape Crisis Center
PO Box 1603
Lexington,KY40588 		61-0916756 501(c)(3) 14,786       K-12 Anti-Violence Education Program
(15) Bluegrass Technology Center
961 Beasley Street
Suite 103A
Lexington,KY40509 		61-1149378 501(c)(3) 22,546       Coordinating & Assisting the Reuse of Assistive Technology: CARAT
(16) Bluegrassorg
1351 Newtown Pike
Lexington,KY40511 		61-0723605 501(c)(3) 5,267       Comprehensive Care Center and Outpatient Services
(17) Bourbon County 4-H Council
603 Millersburg Road
Paris,KY40361 		61-1214093 501(c)(3) 6,443       Youth Development
(18) Camargo Jeffersonville Senior Citizens
225 Highway 213
Jeffersonville,KY40337 		31-0996182 501(c)(3) 0       Senior Citizens Program
(19) CASA of Madison County
1219-B Lexington road
Richmond,KY40475 		61-1314979 501(c)(3) 6,266       Volunteer Coordination
(20) CASA of the Bluegrass
1153 Perryville Road
Danville,KY404221306 		26-1841458 501(c)(3) 13,080       Anderson County Volunteer Coordination
(21) Catholic Social Service Bureau
1310 West Main Street
Lexington,KY40508 		61-1138597 501(c)(3) 35,497       Rent & Utility Assistance/Clinical Counseling/Financial Literacy
(22) Center for Women Children and Families
530 North Limestone St
Lexington,KY40508 		31-0904247 501(c)(3) 81,041       The Nest-Parenting Program/Domestic Violence/Crisis Care/Child Care
(23) Child Care Council Of Kentucky Inc
1390 Olivia Lane
Lexington,KY40511 		31-1102545 501(c)(3) 64,939       KinderPrep
(24) Child Development Centers of the Bluegrass
465 Springhill Drive
Lexington,KY40503 		61-0543367 501(c)(3) 51,712       Child Development Center of the Bluegrass
(25) Children's Advocacy Centers of the Bluegrass
183 Walton Ave
Lexington,KY40508 		61-1221470 501(c)(3) 12,354       Child Sexual Abuse Medical Clinic
(26) Chrysalis House
1589 Hill Rise Drive
Lexington,KY40504 		61-1012290 501(c)(3) 23,300       Chrysalis Childcare Program/Building Self Sufficiency
(27) Clark County Association for Handicapped Citizens
PO Box 643
Winchester,KY40392 		61-0670763 501(c)(3) 11,595       Early Child Care & Education
(28) Clark County Children's Council
PO Box 4192
Winchester,KY40392 		61-1028432 501(c)(3) 13,424       Afterschool Child Care
(29) Clark County Community Services
PO Box 574
Winchester,KY40392 		31-1005844 501(c)(3) 18,664       Emergency Services
(30) Clark County Homeless Coalition
19 Wainscott Avenue
Winchester,KY40391 		27-1281819 501(c)(3) 22,457       Wainscott Hall Transitional Homeless Shelter
(31) Clark County Rx Assistance
273 Shoppers Drive
Winchester,KY40391 		61-1021133 501(c)(3) 3,000       Clark County Rx Assistance Program
(32) Cleveland Home dba Life Adventure Center of the Bluegrass
570 Milner Road
Versailles,KY40383 		61-0461733 501(c)(3) 4,393       LAC Adventure Camp Scholarship Program
(33) Community Action Council
PO Box 11610
Lexington,KY40576 		61-0650121 501(c)(3) 71,209       Foster Grandparents, Retired & Senior Volunteer Program
(34) Community Center of Wilmore-High Bridge
PO Box 52
Wilmore,KY40390 		31-1020218 501(c)(3) 2,600       Emergency Services-Basic Services
(35) Domestic Violence Prevention Board
LFUCG - 200 East Main Street
Rm 328
Lexington,KY40507 		61-0858140 501(c)(3) 7,164       Domestic Violence Prevention Education
(36) Employment Solutions Inc
1165 Centre Parkway Suite 120
Lexington,KY40517 		61-1031382 501(c)(3) 12,813       Post Secondary Education in High Demand Professions
(37) Faith Feeds of Kentucky Inc
PO Box 4448
Lexington,KY40544 		27-4087963 501(c)(3) 18,467       GleanKY
(38) Family Counseling Service (FCS)
1393 Trent Blvd Bldg2
Lexington,KY40517 		61-0461737 501(c)(3) 12,768       Counseling & Clinical Outpatient Services
(39) First Bracktown Inc
3016 Bracktown Road
Lexington,KY40511 		13-4281977 501(c)(3) 20,042       Black Males Working (BMW) Academy
(40) Foster Care Council of LexKY
4159 Starrush Place
Lexington,KY40509 		45-4403520 501(c)(3) 8,820       Education Advancement
(41) Gateway Juvenile Diversion Project Inc
37 North Maysville Street
Mt Sterling,KY40353 		61-1033836 501(c)(3) 15,359       Living It Up
(42) Girl Scouts Wilderness Road Council
2277 Executive Drive
Lexington,KY40505 		61-0608104 501(c)(3) 48,965       Youth Development/
(43) Green House 17 formerly Bluegrass Domestic Violence Program
PO Box 55190
Lexington,KY40555 		20-1965942 501(c)(3) 72,476       Critical Crisis Stabilization Services & the Farm Program
(44) Growing Together Preschool Inc
599 Lima Drive
Lexington,KY40511 		61-1037940 501(c)(3) 73,370       Early Child Care & Education
(45) GSC Immigrant Initiative
105 Broadbill Crt
Georgetown,KY40324 		20-5383655 501(c)(3) 3,000       Program Support
(46) Hope Center
PO Box 6
Lexington,KY40588 		61-1107296 501(c)(3) 52,638       Transitional Living -Alcohol & Drug Abuse Recovery Program for men and women
(47) Hope Ministries Food Pantry
3963 Old Frankfort Pike
Versailles,KY40383 		61-1264370 501(c)(3) 8,153       Food Bank - Woodford County
(48) Human Needs Fund
800 Rose Street
Room H149
Lexington,KY40536 		61-6001218 501(c)(3) 8,567       UK Hospital patient and family emergency fund
(49) Jessamine County Board of Education
871 Wilmore Road
Nicholasville,KY40356 		61-6001337 501(c)(3) 5,587       Adult Education - Beyond the GED
(50) Job's for Kentucky's Graduates
1208 Cherokee Rd
Louisville,KY40204 		46-4660829 501(c)(3) 4,000       Program Support
(51) Jubilee Jobs
1450 North Broadway
Lexington,KY405053162 		27-1058855 501(c)(3) 21,191       Career Readiness and Job Placement
(52) KDVA Grant
100 Midland Avenue
Suite 300
Lexington,KY40508 		61-0444679 501(c)(3) 59,714       Domestic Violence Programming
(53) Kentucky Equal Justice Center
201 West Short Street
Suite 310
Lexington,KY405071220 		61-0909545 501(c)(3) 16,314       Poverty Law Advocacy
(54) Kentucky River Foothills Development Council Inc
309 Spangler Drive
Richmond,KY40475 		61-0650246 501(c)(3) 21,400       Adult Day Care & Early Child Care & Education
(55) Kidney Health Alliance of Kentucky
1517 Nicholasville Road Suite 203
Lexington,KY40503 		23-7153964 501(c)(3) 10,389       Education & Support
(56) Legal Aid of the Bluegrass
104 East 7th Street
Covington,KY41011 		61-0913068 501(c)(3) 16,470       Domestic Violence Prevention
(57) Lexington Hearing and Speech Center
162 North Ashland Avenue
Lexington,KY40502 		61-0593951 501(c)(3) 48,772       Audiology & Early learning
(58) M&M Food Pantry
PO Box 1158
Mt Sterling,KY40353 		61-1002569 501(c)(3) 3,750       Emergency Shelter
(59) Mentors & Meals
160 Lexington Road
Versailles,KY40383 		61-1264370 501(c)(3) 33,318       Summer Program Pilot, STEM, Mentoring Program
(60) Montgomery Council 4-H Council
106 East Locust Street
Mt Sterling,KY40353 		04-3727893 501(c)(3) 4,088       Youth Development
(61) Nursing Home Ombudsman Agency of the Bluegrass
1530 Nicholasville Road
Lexington,KY40503 		61-0996520 501(c)(3) 53,980       Ombudsman/ Nursing Home Advocacy
(62) One Parent Family Facility Corporation
1155 Horsemans Lane
Lexington,KY40504 		61-1080310 501(c)(3) 14,975       Child Development Center
(63) Operation Happiness
219 Young Lane
Mt Sterling,KY40353 		61-0964416 501(c)(3) 3,886       Operation Happiness
(64) Paris-Bourbon County YMCA
917 Main Street
Paris,KY40361 		61-0676727 501(c)(3) 15,976       Youth Recreational Activities
(65) Partners in Education
24 West Lexington Avenue
Suite 218
Winchester,KY40391 		27-5436682 501(c)(3) 7,748       School/Business Partnerships
(66) Post Clinic
PO Box 336
Mt Sterling,KY40353 		31-1515325 501(c)(3) 9,600       Emergency Medication Fund
(67) Project Read Madison County Literacy Council
PO Box 61
Richmond,KY40476 		61-1172599 501(c)(3) 3,000       Adult Literacy
(68) Reading Camp of the Episcopal
203 East Fourth Street
Lexington,KY40508 		61-0536772 501(c)(3) 27,177       Reading Camp
(69) Repairers Lexington
180 East Maxwell Street
Lexington,KY40508 		61-1281620 501(c)(3) 19,963       Youth Center Programs
(70) Salvation Army Bluegrass Area Chapter
736 West Main Street
Lexington,KY40508 		13-5562351 501(c)(3) 217,333       Emergency Services-Basic Services
(71) Scott County Hospitality House
207 S Hamilton St
Goergetowm,KY40324 		45-5610177 501(c)(3) 3,100       Program Support
(72) Scott United Ministries - Amen House
PO Box 211
Georgetown,KY40324 		61-1236411 501(c)(3) 12,601       A.M.E.N. House - Emergency Services
(73) Shepherd's House
154 Bonnie Brae Drive
Lexington,KY40508 		61-1105573 501(c)(3) 24,343       Transitional Living
(74) Surgery on Sunday
650 Newtown Pike 2nd Floor
Lexington,KY40508 		20-3187452 501(c)(3) 13,748       Surgery Services
(75) Telford YMCA
1100 East Main Street
Richmond,KY40475 		61-6000619 501(c)(3) 4,000       After School Program
(76) United Way of Kentucky
PO Box 4653
LOUISVILLE,KY40204 		31-1106795 501(c)(3) 38,000       Born Learning Academies
(77) Tweens Nutrition & Fitness
220 Delmar Avenue
Lexington,KY40508 		46-3018740 501(c)(3) 21,600       Nutrition and Fitness Coalition
(78) Urban League of Lexington-Fayette County
148 DeWeese Street
Lexington,KY40507 		61-6054655 501(c)(3) 136,913       Affordable Housing / Youth & Educational Services
(79) Visually Impaired Preschool Services
161 Burt Road Suite 4
Lexington,KY40503 		61-1061973 501(c)(3) 29,348       Early Child Care & Education
(80) White House
401 Highland Park Drive
Richmond,KY40475 		61-0843731 501(c)(3) 2,430       Improving Preventative Health Outcomes/Click Smart from the Start!
(81) WinburnFCPS Athletic Grants
1060 Winburn Drive
Lexington,KY40511 		501(c)(3) 1,645       Athletic Grants
(82) Woman's Club Coats and Shoes
301 South Main Street
Versailles,KY40383 		61-1035902 501(c)(3) 5,160       Coats & Shoes for Underprivileged Children
(83) Woodford County 4-H Council
184 Beasley Drive
Versailles,KY40383 		61-1040849 501(c)(3) 4,357       Youth Development
(84) Woodford County Parks and Recreation
275 Beasley Drive
Versailles,KY40383 		61-0664051 501(c)(3) 1,167       Youth Scholarship Programs
(85) Woodford County Theatrical Arts
275 Beasley Drive
Versailles,KY40383 		61-1143572 501(c)(3) 18,146       The Girl Project and Summer Theatre Academy
(86) YMCA of Central Kentucky
239 East High Street
Lexington,KY40507 		61-0444842 501(c)(3) 115,968       Early Learning Readiness/Healthy Eating & Physical Activity/Summer Learning Camp/Afterschool Learning/Black Achievers
(87) YMCA of Winchester
645 Westmeade Drive
Winchester,KY40391 		61-1206677 501(c)(3) 4,123       Youth Leadership and Sports Program Scholarships
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
87
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2015

Schedule I (Form 990) 2015
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. GRANTEES UTILIZE AN ONLINE TOOL FOR REPORTING TO PROVIDE DATA ON OUTCOME RESULTS AND CLIENT DEMOGRAPHICS. THEY FURTHER PROVIDE NARRATIVE EXPLANATIONS ABOUT PROGRAM ACTIVITIES, OUTCOME RESULTS, AND CONTINUOUS LEARNING AND IMPROVEMENT. ORGANIZATIONS THAT RECEIVE FUNDS MUST PASS A COMPLIANCE REVIEW 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 REVIEW DONE BY AN INDEPENDENT AND QUALIFIED CPA AND AN OPERATING BUDGET. ALL INFORMATION IS REVIEWED BY VOLUNTEER COMMITTEES ON AN ANNUAL BASIS.
Schedule I (Form 990) 2015



Additional Data


Software ID: 15000238
Software Version: 2015v3.0


SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
United Way of the Bluegrass Inc
 
Employer identification number

61-0444679
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 528 11,869 Market value
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( DONATIONS FOR CAMPAIGN ) X 19 356,052 Cost
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2015)
Schedule M (Form 990) (2015)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - : NUMBER OF ITEMS Other - DONATIONS FOR CAMPAIGN: NUMBER OF CONTRIBUTIONS
Schedule M (Form 990) (2015)

Additional Data


Software ID: 15000238
Software Version: 2015v3.0
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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
United Way of the Bluegrass Inc
 
Employer identification number

61-0444679
Return Reference Explanation
Form 990, Part III, Line 4d Description of other program services (Expenses $ 318,214 including grants of $ 81,860)(Revenue $ 30,248) TRAILBLAZERS (RETIRED AND SENIOR VOLUNTEER PROGRAM): IN ANDERSON, CLARK, SCOTT AND WOODFORD COUNTIES, ADULTS AGED 55+ ARE MAKING AN IMPACT IN EDUCATION THROUGH ACADEMIC AND YOUTH DEVELOPMENT PROGRAMS WITH UNITED WAY'S TRAILBLAZERS PROGRAM. TRAILBLAZERS ACT AS READERS, TUTORS AND MENTORS TO INCREASE THE SUCCESS OF KIDS IN THE BLUEGRASS. SOMETIMES KIDS JUST NEED SOMEONE WHO BELIEVES IN THEM. VOLUNTEERS GIVE THE EXTRA INDIVIDUAL ATTENTION KIDS SOMETIMES NEED. WE ALL WIN WHEN A CHILD SUCCEEDS IN SCHOOL AND GROWS UP TO BE A PRODUCTIVE ADULT WHO GIVES BACK TO THE COMMUNITY. LAST YEAR, 81 TRAILBLAZERS WORKED WITH YOUTH IN CENTRAL KENTUCKY TO MAKE A DIFFERENCE THAT WILL LAST A LIFETIME. TRAILBLAZERS OPERATES THROUGH A 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 VOLUNTEER ENGAGEMENT CENTER AT UNITED WAY: UWBG HELPS REFER AND MATCH VOLUNTEER INTERESTS TO APPROPRIATE VOLUNTEER OPPORTUNITIES. THE VOLUNTEER CENTER PROMOTES VOLUNTEERISM IN CENTRAL KENTUCKY. THE VOLUNTEER IMPACT PARTNERSHIP (VIP) IS A PARTNERSHIP BETWEEN UNITED WAY, LOCAL SCHOOL DISTRICTS AND THE CENTRAL KENTUCKY COMMUNITY. VIP WORKS TO PAIR VOLUNTEERS WITH LOCAL STUDENTS WHO ARE STRUGGLING ACADEMICALLY WITH A FOCUS ON SCHOOLS IN OUR REGION THAT ARE CLASSIFIED AS "NEEDS IMPROVEMENT" BASED ON KPREP TEST SCORES. THE GOAL OF VIP IS TO PROVIDE A CONSISTENT, STABLE RELATIONSHIP WITH A CHILD OR GROUP OF CHILDREN IN ORDER TO HELP THEM ADVANCE ACADEMICALLY. OUR GOAL IS TO MATCH A STUDENT WITH A TUTOR/MENTOR WHO WILL AGREE TO MEET WITH THE STUDENT FOR ONE HOUR OR MORE EACH WEEK THROUGHOUT THE SCHOOL YEAR. WE ARE LOOKING TO PAIR A STUDENT WITH A TUTOR TO ENSURE CONSISTENCY - ALLOWING FOR A STRONG BOND TO BE DEVELOPED WHICH CAN HELP A CHILD SUCCEED BOTH INSIDE AND OUTSIDE OF THE CLASSROOM. WE WILL ATTEMPT TO MATCH PARTICIPATING STUDENTS WITH A TUTOR/MENTOR WHO HAS ACADEMIC STRENGTHS OR EXPERIENCES WHERE THE STUDENT IS STRUGGLING MOST. The Central Kentucky Economic Empowerment Project (CKEEP) is a regional VITA coalition that partners with the IRS to provide free tax preparation to low-income families, raise awareness about the Earned Income Tax Credit, and help families build assets. While the composition of partners and tax site may vary from year-to-year, the general region served includes Lexington and surrounding counties. Since 2003, CKEEP has completed over 30,000 tax returns, helping families claim over $30 million in tax refunds. The United Way of the Bluegrass (UWBG) is the current coalition leader responsible for coordinating all aspects of the program. UWBG works with partners in its nine county service area and beyond to bring free tax preparation to the community. * 17 Tax Sites covering 10 counties * 3,431 Return Filed * $2.1M of the Earned Income Tax Credit was allocated to eligible families * $5M in total refunds * $636K on average families saved in tax preparation fees Kentucky Asset Success Initiative (KASI) is a broad-based collaborative effort dedicated to promoting economic self-sufficiency for low-income families in Kentucky. KASI uses a three prone approach to economic self-sufficiency - free tax preparation, asset building, and financial education. Since 2014 United Way of the Bluegrass has been the KASI coalition leader of five regional coalitions around Kentucky. Coalition partners include the Barren River Asset-Building Coalition, Central Kentucky Economic Empowerment Project, Eastern Kentucky Asset-Building Collaboration, Green River Asset-Building Coalition, and Northeastern Kentucky Asset-Building Coalition. Each year regional coalition leaders meet in Lexington to discuss plans for the upcoming filing season. * 48 Tax Sites covering 80 counties * 11,426 Returns Filed * $6.7M of the Earned Income Tax Credit was allocated to eligible families * $17.1M in total refunds * $2.28M on average families saved in tax preparation fees * Economic Impact - $20M+
Form 990, Part VI, Line 15a PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL THE PRESIDENT/CEO DID NOT GO THROUGH A PERFORMANCE REVIEW AND DID NOT RECEIVE ANY INCREASE IN COMPENSATION DURING FISCAL YEAR June 30, 2016.
Form 990, Part VI, Line 15b Process to establish compensation of other employees THE PRESIDENT/CEO DETERMINES THE COMPENSATION OF THE OTHER EMPLOYEE(S). THE PROCEDURE WAS LAST CONDUCTED IN APRIL 2016. THE PROCESS FOLLOWS UNITED WAY WORLDWIDE APPROVED GUIDELINES. THE UNITED WAY WORLDWIDE HUMAN CAPITAL SURVEY WAS USED AS COMPARABILITY DATA TO ENSURE COMPENSATION WAS IN LINE WITH ORGANIZATIONS OF COMPARABLE SIZE AND COMMUNITY IMPACT RESULTS.
Form 990, Part VI, Line 1a Delegate broad authority to a committee The Corporation shall have an Executive Committee consisting of the Chairman of the Board, Chairman Elect of the Board, the most immediate past Chairman of the Board, Treasurer of the Corporation, Legal Council to the Corporation, Chairs of the Operations Cabinet, Resource Development Cabinet and Community Investments Cabinet, five individuals appointed by the Chairman of the Board which includes, the current year Campaign Chair, Campaign Chair Elect, Marketing Committee Chair, and two at-large members selected by the Board Development Committee. The Secretary of the Corporation shall serve as Secretary to the Executive Committee in a non-voting capacity. When the Board is not in session, the Executive Committee shall have and may exercise all of the authority of the Board, unless otherwise specified in the resolution appointing the Executive Committee. Neither the Executive Committee, nor any other committee created by the Board, shall have the authority to: (a) amend, alter, or repeal these Bylaws, (b) appoint or remove any director or officer of the Corporation, (c) amend or restate the Articles, (d) adopt a plan of merger or consolidation with another corporation, (e) authorize the sale, lease, exchange, or mortgage of all, or substantially all, of the property and assets of the Corporation, (f) authorize the voluntary dissolution of the Corporation or adopt a plan for the distribution of the assets of the Corporation, or (g) amend, alter, or repeal any resolution of the Board.
Form 990, Part VI, Line 11b Review of form 990 by governing body 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.
Form 990, Part VI, Line 12c Conflict of interest policy The Code of Ethics and Conflicts of Interest agreement is issued, reviewed and signed annually by United Way of the Bluegrass staff, volunteers, board members and its representatives. These individuals are required to sign, acknowledge, and disclose any known or potential 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.
Form 990, Part VI, Line 19 Required documents available to the public The governing documents, conflict of interest policy, and financial statements are available to the public upon request.
Form 990, Part XI, Line 9 Other changes in net assets or fund balances WRITEOFF OF UNCOLLECTIBLE PLEDGES - -221272; RECOVERIES OF PY GRANTS - 2122;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2015


Additional Data


Software ID: 15000238
Software Version: 2015v3.0