Bluegrass Senior Assist

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 814933944 ✦ Lexington, KY ✦ Designated as a 501(c)(3)

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Overview

What is Bluegrass Senior Assist?

Bluegrass Senior Assist, located in Lexington, Kentucky, operates as a nonprofit organization with a focus on assisting individuals and families. They offer personalized planning services, catering to the unique needs and goals of each client. Their expertise spans various aspects, including estate, financial, and tax planning. Furthermore, they provide valuable resources in areas such as Medicare, Medicaid, Social Security, and Veteran Benefits. The primary mission of Bluegrass Senior Assist is to empower its clients through education, enabling them to make informed decisions, thereby retaining control over their situation. With a small team of dedicated professionals, they strive to help families navigate complex planning matters with confidence.


Official website here: www.bgseniorassist.org

Is Bluegrass Senior Assist legitimate?

Bluegrass Senior Assist is a legitimate nonprofit organization registered as a 501(c)(3) entity. Bluegrass Senior Assist submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $75,000
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here


Official website here: www.bgseniorassist.org

What is the mission statement of Bluegrass Senior Assist?

Bluegrass Senior Assist's mission is centered around empowering families by providing them with essential education. This education equips them with the knowledge necessary to make informed decisions regarding their estate, financial, and tax planning. The organization goes beyond just planning, offering resources in areas such as Medicare, Medicaid, Social Security, and Veteran Benefits. By doing so, Bluegrass Senior Assist aims to give families control over their situations, fostering a sense of independence and confidence in their choices.


Official website here: www.bgseniorassist.org

Who is the CEO of Bluegrass Senior Assist?

Michael Pepper is the Executive Dir. of Bluegrass Senior Assist.


Official website here: www.bgseniorassist.org

What is the revenue of Bluegrass Senior Assist?

Bluegrass Senior Assist's revenue in 2022 was $129,291.


Official website here: www.bgseniorassist.org

Who are the executives of Bluegrass Senior Assist and what are their salaries?

The average compensation at Bluegrass Senior Assist during 2022 was $75,000. There is 1 employee at Bluegrass Senior Assist.


Here are 4 key members and their salaries:


Michael Pepper (Executive Dir.)
  • Compensation: $75,000
  • Related: $0
  • Other: $0
Blake V Edwards (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Dr John W Richard (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mike Conklin (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.bgseniorassist.org

Where can I find the form 990 for Bluegrass Senior Assist?

Bluegrass Senior Assist's most recent form 990 was submitted in 2022 and can be accessed here.


Official website here: www.bgseniorassist.org

Learn more at the official website: www.bgseniorassist.org

Mission Statement of Bluegrass Senior Assist

Bluegrass Senior Assist, as an organization, is dedicated to empowering families by providing them with the necessary education. This empowerment allows families to make informed decisions, thus retaining control over their unique situations, particularly in regards to estate, financial, and tax planning. By offering educational resources in areas such as Medicare, Medicaid, Social Security, and Veteran Benefits, Bluegrass Senior Assist enables individuals and families to navigate complex planning processes with confidence. The ultimate goal of Bluegrass Senior Assist is to empower its clients, enabling them to maintain control over their lives and make decisions that best align with their goals.

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Impact




October, 2024

Bluegrass Senior Assist significantly impacts individuals and families by providing essential education and resources necessary for informed decision-making in areas like estate, financial, and tax planning. By meeting with clients to assess their unique situations, they offer tailored planning options that align with personal goals.

Their commitment extends to guiding families through the complexities of Medicare, Medicaid, Social Security, and Veteran Benefits, ensuring that individuals understand their rights and available resources. This empowerment fosters greater control over personal and financial well-being, ultimately enhancing the quality of life for seniors and their families in Lexington, KY.

Through their holistic approach, they not only inform but also support families in navigating critical decisions, enabling them to effectively manage their futures.




This information is meant to be a general summary of Bluegrass Senior Assist. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$129,291 (2022)
Expenses
$150,249 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $64,629
  • Program Service Revenue: $64,662
  • Gross Receipts: $129,291

Assets and Liabilities:

  • Total Assets: $3,794,678
  • Total Liabilities: $3,950,035
  • Net Assets: -$155,357

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

Admin & Asset Mgt Fee

Revenue

$56,662

Joinder Fee

Revenue

$8,000

Organization Details

Founding Year

2019

Principal Officer

Michael Pepper

Main Address

300 E Main St 210, Lexington, KY, 40507

NTEE Category

Code: P80 - Human services

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