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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2017
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 $ 819,686 including grants of $ 117,117) 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, 93 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 VOLUNTEERS WITH APPROPRIATE VOLUNTEER OPPORTUNITIES WITH LOCAL AGENCIES. 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 SITES EVOLVES YEARLY, THE GENERAL REGION SERVED INCLUDES LEXINGTON METRO AND SURROUNDING COUNTIES. SINCE 2003, CKEEP HAS COMPLETED OVER 38,000 TAX RETURNS, HELPING FAMILIES CLAIM OVER $40 MILLION IN TAX REFUNDS. THE UNITED WAY OF THE BLUEGRASS IS THE CURRENT COALITION LEADER RESPONSIBLE FOR COORDINATING ALL ASPECTS OF THE PROGRAM. UWBG WORKS WITH PARTNERS IN ITS NINE-COUNTY SERVICE AREA TO BRING FREE TAX PREPARATION TO THE COMMUNITY. 2017 TAX YEAR: 10 SITES COVERING 7 COUNTIES 3,100 TAX RETURNS FILED $4,154,943 IN TOTAL TAX REFUNDS $1,577,923 IN TOTAL EITC $806,000 POTENTIALLY 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-PRONG APPROACH TO ECONOMIC SELF-SUFFICIENCY WHICH INCLUDES 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 COALITION, GREEN RIVER ASSET BUILDING COALITION, AND NORTHEASTERN KENTUCKY ASSET BUILDING COALITION. EACH YEAR REGIONAL COALITION LEADERS MEET IN LEXINGTON BEFORE AND AFTER EACH TAX SEASON TO DISCUSS PLANS AND HOW TO STRATEGICALLY IMPLEMENT THEM. 2017 TAX YEAR: 40 SITES COVERING 80 COUNTRIES 11,100 TOTAL TAX RETURNS FILED $15,597,727 IN TOTAL TAX REFUNDS $5,539,998 IN TOTAL EITC $2,800,000 POTENTIALLY SAVED IN TAX PREPARATION FEES
Form 990, Part VI, Line 15a PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL THE PRESIDENT/CEO WENT THROUGH A PERFORMANCE REVIEW CONDUCTED BY THE EXECUTIVE COMMITTEE OF THE BOARD IN AUGUST OF 2018. THE PRESIDENT DID RECEIVE AN INCREASE IN COMPENSATION RETROACTIVE TO JULY 1, 2017.
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 August 31, 2018. 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. The staff received small incremental increases July 1, 2017.
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 NONVOTING 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. AUDITED FINANCIAL STATEMENTS AND THE 990'S ARE ALSO AVAILABLE ON THE UWBG WEBSITE.
Form 990, Part IX, Line 11g Other Fees Other Professional Fees - Total Expense: 487952, Program Service Expense: 391214, Management and General Expenses: 29167, Fundraising Expenses: 67571;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances WRITE OFF OF UNCOLLECTIBLE PLEDGES - -183199; RECOVERIES OF PRIOR YEAR GRANTS - 48219;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2017


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