United Way of the Bluegrass Inc logo

United Way of the Bluegrass Inc

LEXINGTON, KY EIN: 61-0444679 Website

United Way of the Bluegrass is a public charity based in Lexington, Kentucky, serving as a leader and motivator of change in Central Kentucky for over 100 years. The organization operates as a federated fund and nonprofit organization management entity, employing 38-47 staff members. It functions as a catalyst for community change by convening people and organizations with the passion, expertise, and resources to create lasting impact.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.1M

+1.5% YoY

Annual Giving

$936K

-15.1% YoY

Grant Count

41

-6.8% YoY

Avg Grant Size

$23K

-8.9% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

Mission: United Way of the Bluegrass fights for the education, basic needs, and financial stability of every person in the Bluegrass. The organization's mission is to connect community members with resources that support a thriving life.

Primary Focus Areas:

  • Basic Needs: Addressing basic needs, injustices, inequities, lack of resources, and other barriers to move families forward
  • Education: Leading initiatives to improve the quality of childcare, early intervention, and equipping parents to make positive choices for their families; helping children and youth achieve their full potential both inside and outside of the classroom; ensuring youth are prepared for college and career
  • Financial Stability: Investing in economic empowerment so low-to-middle income families have the resources and support to meet their needs, weather emergencies, and build long-term stability

Grantmaking

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Geographic Focus

Where this funder awards grants

United Way of the Bluegrass serves a 10-county area in central Kentucky, including:

  • Anderson County
  • Bourbon County
  • Clark County
  • Fayette County
  • Franklin County
  • Jessamine County
  • Madison County
  • Montgomery County
  • Scott County
  • Woodford County

The organization extends services beyond this primary service area through its 211 program and other initiatives.

Grant Distribution by State

1states

States

Cities

Bowling GreenCovingtonDanvilleDry RidgeFrankfortGeorgetownGrayLa GrangeLexingtonLouisvilleMoreheadMt SterlingNicholasvilleOwensboroParisRichmondVersaillesWinchester

Financial History

Multi-year comparison from IRS filings

Financial Overview (2024):

  • Total assets: $5,106,474
  • Total revenues: $4,037,671
  • Total expenses: $4,396,259
  • Total giving: $1,151,312
  • Annual revenue: $4,391,733
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$3M$4M$6M20202021202220232024
Metric202420232022
Total Assets$5,106,474$5,030,075$4,346,368
Revenue$4,037,671$5,157,397$4,314,317
Expenses$4,396,259$4,439,745$4,518,487
Qualifying Distributions
Net Investment Income$108,834$249,981$51,495
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$349K$697K$1M$1M50 grants202055 grants202146 grants202244 grants202341 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

PARIS-BOURBON COUNTY YMCA$150KCENTRO DE SAN JUAN DIEGO$77KURBAN LEAGUE OF LEXINGTO…$70KYMCA OF CENTRAL KENTUCKY$55KARBOR YOUTH SERVICES FOR…$38KGREENHOUSE17 (FORMERLY B…$30KTHE HEARING & SPEECH CEN…$30KSIMON HOUSE$25KTHORN HILL EDUCATION CEN…$25KAMERICAN RED CROSS BLUEG…$24K

Grant Size Distribution

231 grants across all recorded years

207<$50K19$50–100K4$100–250K1$250–500K$500K–1M$1–5M$5M+

Open Grants

3 open opportunities from United Way of the Bluegrass Inc

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

Key Staff Members:

  • Patrice K Muhammad, Vice President Community Impact
  • Carol Bates, Vice-President Regional Development
  • Michelle Jimenez, Director, Community Impact
  • Tiffany Smith, Workplace Engagement Director

Compensation Overview

From 2024 IRS filing

TIMOTHY JOHNSONPRESIDENT AND CEO$176KKATHY GOSNELLVICE PRESIDENT, FINANCE &$80K

From 2024 filing

NameTitleHoursCompensation
TIMOTHY JOHNSONPRESIDENT AND CEO50$175,560
KATHY GOSNELLVICE PRESIDENT, FINANCE &50$80,000
DR KENNETH R JONESCHAIR1
DAVID KYLE MURRAYVICE CHAIR1
MARY E MEIXELSPERGERIMMEDIATE PAST CHAIR1
MARY KATHERINE JAEGERTREASURER1
ANNE BROOKSDIRECTOR1
CRAIG DANIELSDIRECTOR1
ROBERT DUNCANDIRECTOR1
BRANDON LEE EASONDIRECTOR1
PASTOR RICHARD GAINESDIRECTOR1
CATHY MARIE JENNINGSDIRECTOR1
ROBERT JOSEPH KAINDIRECTOR1
DAVID KIDDDIRECTOR1
KURT KOGLERDIRECTOR1
DR BRIEN LEWISDIRECTOR1
VALERIE MARSHALLDIRECTOR1
JADE MILESDIRECTOR1
ANNA MINROVICDIRECTOR1
CARYL PFEIFFERDIRECTOR1
PAUL ROOKEDIRECTOR1
CHAS SARGENTDIRECTOR1
MAURA SMITHDIRECTOR1
DR RICKEY W SMITH SRDIRECTOR1
DR STEVEN YATESDIRECTOR1

Recent News & Activity

Recent developments and announcements

2021

**Waypoint Center Initiative:** Launched in 2021, this initiative addresses the basic needs of disadvantaged and resource-poor communities historically affected by systemic racism. Waypoint center coordinators are certified financial stability counselors through the Association for Financial Counseling & Planning Education (AFCPE) and provide individualized financial counseling services.

2021

**Community Impact:** In 2021, United Way of the Bluegrass served 61,932 adults and 25,431 children through various programs. The Waypoint Center Initiative served over 1,100 community members directly and funded 81 programs implemented by 78 agency partners.

United Way of Southern Kentucky announces over $1M in funding to area programs

**Strategic Goal:** The organization has established a "Big Bold Goal" to help 20,000 families become more self-sufficient, working to move families from instability to stability to sustainability.

Contact Information

  • Address: 651 Perimeter Drive, Suite 510, Lexington, KY 40517
  • Phone: 859-233-4460
  • Website: www.uwbg.org
  • EIN: 61-0444679

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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