UNITED WAY OF GREATER CLEVELAND FUND: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF GREATER CLEVELAND FUND (EIN 34-6516654)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202401369349315795
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T16:27:15-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 PARK AVENUE 38TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346516654 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Way of Greater Cleveland | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DEBORAH ENTY CFO | InCareOfNm |
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 2164362100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1331 EUCLID AVENUE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441151854 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON JORDAN | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 2164362100 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHARON | PersonFirstNm |
| Person Last | JORDAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paul Hammerschmidt | PreparerPersonNm |
| PTIN | P01384178 | PTIN |
| Phone | 2128858000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHARON SOBOL JORDAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1331 EUCLID AVENUE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441151854 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,076,971 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 5378 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.unitedwaycleveland.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | TO MAKE AN IMPACT IN THE COMMUNITY BY TAPPING INTO ITS COLLECTIVE ABILITY TO PROVIDE IMMEDIATE RELIEF FOR BASIC HUMAN NEEDS AND WORKING ACROSS (CONTINUED ON SCHEDULE O) | ActivityOrMissionDesc |
| Voting Members Governing Body | 64 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 63 | VotingMembersIndependentCnt |
| Total Employee | 143 | TotalEmployeeCnt |
| Total Volunteers | 3000 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,271,033 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,199,755 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,572,197 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,422,839 | CYProgramServiceRevenueAmt |
| PY Investment Income | $520,454 | PYInvestmentIncomeAmt |
| CY Investment Income | $600,002 | CYInvestmentIncomeAmt |
| PY Other Revenue | $220,553 | PYOtherRevenueAmt |
| CY Other Revenue | $443,681 | CYOtherRevenueAmt |
| PY Total Revenue | $18,584,237 | PYTotalRevenueAmt |
| CY Total Revenue | $22,666,277 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,084,399 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,767,905 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,092,829 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,764,253 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $80,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,143,553 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,083,895 | PYOtherExpensesAmt |
| CY Other Expenses | $5,268,825 | CYOtherExpensesAmt |
| PY Total Expenses | $18,261,123 | PYTotalExpensesAmt |
| CY Total Expenses | $18,880,983 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $323,114 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,785,294 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $37,317,556 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,066,117 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $29,850,576 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,603,810 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,466,980 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,462,307 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNITED WAY OF GREATER CLEVELAND ("UWGC OR THE ORGANIZATION") IS A NOT-FOR-PROFIT CORPORATION LOCATED IN CLEVELAND, OHIO. UWGC SERVES AS AN ESSENTIAL COMMUNITY CONNECTOR, GENERATING AND COORDINATING RESOURCES ACROSS INDIVIDUAL DONORS, CORPORATIONS, SERVICE PROVIDERS AND GOVERNMENT AND CIVIC LEADERS TO IMPROVE LIVES AND CREATE COMMUNITY IMPACT AT SCALE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,767,905 | ExpenseAmt |
| Grant | $4,767,905 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | AGENCY CAPACITY - UNITED WAY CONNECTS DONORS AND CAUSES AND IS DEDICATED TO PUTTING DONOR DOLLARS TO WORK MAKING THE GREATEST IMPACT FOR PEOPLE IN NEED. UNITED WAY PROVIDES AGENCY PARTNER RESOURCES FOR CAPACITY BUILDING. UNITED WAY ALSO FUNDS CATHOLIC CHARITIES ADN UNITED BLACK FUND AND THE JEWISH COMMUNITY FEDERATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,109,586 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $265,233 | RevenueAmt |
| Desc | INFORMATION & REFERRAL - UNITED WAY SERVES AS THE GATEWAY OF SOCIAL SERVICES IN THE COMMUNITY THROUGH THEIR 2-1-1 SERVICE. UNITED WAY 2-1-1 CONNECTS INDIVIDUALS AND FAMILIES TO SOCIAL SERVICES 24 HOURS A DAY, EVERY DAY OF THE YEAR PROVIDING INFORMATION AND SERVICE NAVIGATION TO HELP PEOPLE FIND AND UNDERSTAND THEIR OPTIONS TO ACCESS COMMUNITY RESOURCES. 135,075 CLIENTS WERE CONNECTED WITH EXPERTS WHO HELP TO SECURE FOOD, HOUSING AND UTILITY ASSISTANCE; REDUCE PRESCRIPTION COSTS; SUPPORT VETRANS AND MORE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,243,834 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,859,511 | RevenueAmt |
| Desc | HOUSING STABILITY SERVICES HELP TO DECREASE THE LIKELIHOOD OF SYSTEMATIC AND GENERATIONAL POVERTY BY CREATING A FOUNDATION TO DECREASE HOMELESSNESS AND ENSURE HOUSING IS SAFE, SECURE AND STABLE. 22,244 LEAD SAFE CERTIFICATES HAVE BEEN ISSUED AS PART OF THE COALITION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,990,134 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $298,095 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $11,111,459 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 40 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 143 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 64 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 63 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH ENTY CFO | PersonNm |
| Phone | 2164362100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1331 EUCLID AVENUE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (74 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| AUGUST A NAPOLI JR | ||||||||
| PRESIDENT & CEO (THRU 9/22) | 39.0 | 1.0 | Yes (X) | Yes (X) | $464,220 | $0 | $34,728 | |
| DEBORAH ENTY | ||||||||
| VP FINANCE, CFO | 39.0 | 1.0 | Yes (X) | $195,412 | $0 | $37,544 | ||
| KENNETH SURRATT | ||||||||
| VP COMMUNITY INVESTMENT | 39.0 | 1.0 | $166,164 | $0 | $53,701 | Yes (X) | ||
| AARON PETERSAL | ||||||||
| VP RD & OPERATIONS | 39.0 | 1.0 | $164,285 | $0 | $54,590 | Yes (X) | ||
| NICHOLA KRAUSE | ||||||||
| ASSOC. VP INFO. TECHNOLOGY | 39.0 | 1.0 | $138,842 | $0 | $63,269 | Yes (X) | ||
| CHARLES ELLSWORTH | ||||||||
| DIRECTOR, INFORMATION TECH. | 39.0 | 1.0 | $109,346 | $0 | $24,972 | Yes (X) | ||
| HELEN FORBES FIELDS | ||||||||
| EVP & GEN COUNSEL (THRU 8/22) | 39.0 | 1.0 | $102,534 | $0 | $22,765 | Yes (X) | ||
| SHARON SOBOL JORDAN | ||||||||
| PRESIDENT & CEO (as of 9/22) | 39.0 | 1.0 | Yes (X) | Yes (X) | $88,243 | $0 | $743 | |
| CHRIS ADAMS | ||||||||
| CHAIR, MARKETING & BRAND STR. | 2.0 | 0.2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Delos M Cosgrove MD | ||||||||
| Chair, Campaign. (THRU 9/22) | 2.0 | 0.2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PAUL DOLAN | ||||||||
| CHAIR | 2.0 | 0.2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DEE HASLAM | ||||||||
| Chair, Mktg and Brand Strategy | 2.0 | 0.2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Andrew J Paine III | ||||||||
| TREASURER & CHAIR, FINANCE | 2.0 | 0.2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PATRICK PASTORE | ||||||||
| CHAIR, RESOURCE DEVELOPMENT | 2.0 | 0.2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Enid B Rosenberg | ||||||||
| Chair, Govern. & Nominating | 2.0 | 0.2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| VANESSA L WHITING ESQ | ||||||||
| CHAIR ELECT & CHAIR COMM INVES | 2.0 | 0.2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Sonali B Wilson | ||||||||
| ASST SEC & CHAIR, POLICY & ADV | 2.0 | 0.2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Jeffrey D Zimon Esq | ||||||||
| CHAIR, HR COMMITTEE | 2.0 | 0.2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KEVIN CLAYTON | ||||||||
| Co-chair, Strategic Planning | 2.0 | 0.2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| J David Heller | ||||||||
| CO-CHAIR, STRATEGIC PLANNING | 2.0 | 0.2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Ira C Kaplan | ||||||||
| CO-CHAIR, STRATEGIC PLANNING | 2.0 | 0.2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Michele Connell | ||||||||
| VICE CHAIR, GOVERN. & NOMINAT. | 2.0 | 0.2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Kim Meisel Pesses | ||||||||
| Vice Chair, Community Invest. | 2.0 | 0.2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| James A Ratner | ||||||||
| VICE CHAIR | 2.0 | 0.2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Monte Repasky | ||||||||
| Vice Chair, Resource Develop. | 2.0 | 0.2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Taras Szmagala | ||||||||
| Vice Chair, Policy & ADVOCACY | 2.0 | 0.2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Victor Ruiz | ||||||||
| Secretary | 2.0 | 0.2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Harriet Applegate | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Craig Arnold | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Edward Bell | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Justin Bib | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Kip T Bollin | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Maynard Buck | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| MATT CARROLL | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| NABIL CHEHADE | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| JENICE CONTRERAS | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| JOHN R CORLETT | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| COLLEEN COTTER | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| KAREN CRONIN | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| DAVID C FULTON JR | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK GAREAU | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| ERIC S GORDON | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| ANDRE GREMILLET | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| JEROME GRISKO | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH HIJAR | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD W HOBY | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN HOFFMAN | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| ANDREA M HOGBEN | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| JOY D JOHNSON | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| LEN A KOMOROSKI | ||||||||
| DIRECTOR (THRU 9/22) | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN KRANTZ | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| KEITH J LIBMAN | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| CECIL LIPSCOMB | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN MARTIN | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| BONNIE C HUGHES MCNEE | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| TOMISLAV MIHALJEVIC | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| DAVID B MILLER | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL O'MALLEY | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| SHARI OBRENSKI | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Jeffery Patterson | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| RYAN PUENTE | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| RONALD RICHARD | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN RICHARDSON | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| ALLISON TALLER REICH | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| ERIKA RUDIN-LURIA | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| George A Sample | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Jasmin Santana | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Beverly J Schneider | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Gregory L Stefani | ||||||||
| DIRECTOR (THRU 9/22) | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| India Birdsong Terry | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Felton Thomas Jr | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Dan P Walsh Jr | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Paul Wellener IV | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Lorna Wisham | ||||||||
| DIRECTOR | 1.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,429,046 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $292,312 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BDO USA | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 PARK AVENUE 38TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | AUDIT & TAX | ServicesDesc |
| Compensation | $162,878 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $36,971 | FundraisingAmt |
| All Other Contributions | $19,162,784 | AllOtherContributionsAmt |
| Total Contributions | $19,199,755 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,422,839 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,422,839 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,422,839 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $605,982 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $605,982 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,295,278 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,301,258 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$5,980 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,980 | TotalRevenueColumnAmt |
| Exclusion | -$5,980 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $104,218 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $36,971 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $109,436 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,218 | TotalRevenueColumnAmt |
| Exclusion | -$5,218 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $448,899 | TotalRevenueColumnAmt |
| Exclusion | $448,899 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $448,899 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,666,277 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,422,839 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,043,683 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,767,905 | TotalAmt |
| Program Services | $4,767,905 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $757,976 | TotalAmt |
| Program Services | $356,248 | ProgramServicesAmt |
| Management And General | $128,856 | ManagementAndGeneralAmt |
| Fundraising | $272,872 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,997,514 | TotalAmt |
| Program Services | $2,873,056 | ProgramServicesAmt |
| Management And General | $899,432 | ManagementAndGeneralAmt |
| Fundraising | $2,225,026 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,683 | TotalAmt |
| Program Services | $25,521 | ProgramServicesAmt |
| Management And General | $18,796 | ManagementAndGeneralAmt |
| Fundraising | $12,366 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,451,997 | TotalAmt |
| Program Services | $669,701 | ProgramServicesAmt |
| Management And General | $350,990 | ManagementAndGeneralAmt |
| Fundraising | $431,306 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500,083 | TotalAmt |
| Program Services | $221,161 | ProgramServicesAmt |
| Management And General | $103,745 | ManagementAndGeneralAmt |
| Fundraising | $175,177 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,740 | TotalAmt |
| Management And General | $35,740 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,591 | TotalAmt |
| Management And General | $102,591 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,000 | TotalAmt |
| Program Services | $42,000 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,000 | TotalAmt |
| Fundraising | $80,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,331 | TotalAmt |
| Management And General | $80,331 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,443,936 | TotalAmt |
| Program Services | $1,074,767 | ProgramServicesAmt |
| Management And General | $281,300 | ManagementAndGeneralAmt |
| Fundraising | $87,869 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $676,535 | TotalAmt |
| Program Services | $176,098 | ProgramServicesAmt |
| Management And General | $306,464 | ManagementAndGeneralAmt |
| Fundraising | $193,973 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $668,601 | TotalAmt |
| Program Services | $62,374 | ProgramServicesAmt |
| Management And General | $597,898 | ManagementAndGeneralAmt |
| Fundraising | $8,329 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $729,185 | TotalAmt |
| Program Services | $349,678 | ProgramServicesAmt |
| Management And General | $136,921 | ManagementAndGeneralAmt |
| Fundraising | $242,586 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,864 | TotalAmt |
| Program Services | $11,937 | ProgramServicesAmt |
| Management And General | $8,848 | ManagementAndGeneralAmt |
| Fundraising | $3,079 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,814 | TotalAmt |
| Program Services | $52,533 | ProgramServicesAmt |
| Management And General | $23,727 | ManagementAndGeneralAmt |
| Fundraising | $71,554 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,330 | TotalAmt |
| Management And General | $336,330 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $722,937 | TotalAmt |
| Program Services | $312,327 | ProgramServicesAmt |
| Management And General | $157,522 | ManagementAndGeneralAmt |
| Fundraising | $253,088 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,653 | TotalAmt |
| Program Services | $80,100 | ProgramServicesAmt |
| Management And General | $20,253 | ManagementAndGeneralAmt |
| Fundraising | $56,300 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $39,287 | $5,558 | $21,014 | $12,715 |
| MISCELLANEOUS EXPENSES | $63,021 | $30,495 | $15,213 | $17,313 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,880,983 | TotalAmt |
| Program Services | $11,111,459 | ProgramServicesAmt |
| Management And General | $3,625,971 | ManagementAndGeneralAmt |
| Fundraising | $4,143,553 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,666,881 | BOYAmt |
| EOY | $1,693,656 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $993,876 | BOYAmt |
| EOY | $5,110,730 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,611,609 | BOYAmt |
| EOY | $12,896,808 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $412,134 | BOYAmt |
| EOY | $855,469 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,189 | BOYAmt |
| EOY | $134,737 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $24,472,785 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,052,986 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,765,662 | BOYAmt |
| EOY | $12,419,799 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,487,073 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,934,219 | BOYAmt |
| EOY | $8,748,651 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,913 | BOYAmt |
| EOY | $6,206,267 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,317,556 | BOYAmt |
| EOY | $48,066,117 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,430,479 | BOYAmt |
| EOY | $2,593,403 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,653,033 | BOYAmt |
| EOY | $16,575,775 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,439 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,390,887 | BOYAmt |
| EOY | $7,203,340 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,196,738 | BOYAmt |
| EOY | $3,231,292 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,850,576 | BOYAmt |
| EOY | $29,603,810 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,883,044 | BOYAmt |
| EOY | $9,730,327 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,583,936 | BOYAmt |
| EOY | $8,731,980 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,466,980 | BOYAmt |
| EOY | $18,462,307 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,317,556 | BOYAmt |
| EOY | $48,066,117 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,785,294 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $688,941 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$224,954 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $6,746,046 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,307,161 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,187,080 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,888,003 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,271,033 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,199,755 | CurrentTaxYearAmt |
| Total | $97,853,032 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,307,161 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,187,080 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,888,003 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,271,033 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,199,755 | CurrentTaxYearAmt |
| Total | $97,853,032 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $23,438,807 | SubstantialContributorsTotAmt |
| Public Support Total170 | $74,414,225 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $134,525 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $92,084 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $99,827 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $303,806 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $605,982 | CurrentTaxYearAmt |
| Total | $1,236,224 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $104,660 | CurrentTaxYearMinus2YearsAmt |
| Total | $104,660 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,852 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,981 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $220,553 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $448,899 | CurrentTaxYearAmt |
| Total | $747,285 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $99,941,201 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $24,354,985 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74458 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82040 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $42,000 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Direct Lobbying | TotalDirectLobbyingGrp |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $42,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $14,695,430 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $14,737,430 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $886,872 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $221,718 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $50,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $42,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $35,000 | CurrentYearMinus1Amt |
| Current Year | $42,000 | CurrentYearAmt |
| Total | $169,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $50,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $42,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $35,000 | CurrentYearMinus1Amt |
| Current Year | $42,000 | CurrentYearAmt |
| Total | $169,000 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,013,445 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $570,453 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $37,174 | AdministrativeExpensesAmt |
| End Year Balance | $5,546,724 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,479,730 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$2,079,790 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $350,000 | OtherExpendituresAmt |
| Administrative Expenses | $36,495 | AdministrativeExpensesAmt |
| End Year Balance | $5,013,445 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,212,422 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,377,692 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,050,460 | OtherExpendituresAmt |
| Administrative Expenses | $59,924 | AdministrativeExpensesAmt |
| End Year Balance | $7,479,730 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,480,993 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $79,968 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,306,243 | OtherExpendituresAmt |
| Administrative Expenses | $42,296 | AdministrativeExpensesAmt |
| End Year Balance | $7,212,422 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,326,214 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $335,688 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,088,289 | OtherExpendituresAmt |
| Administrative Expenses | $53,282 | AdministrativeExpensesAmt |
| End Year Balance | $8,520,331 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.95000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.05000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $512,500 | OtherCostOrOtherBasisAmt |
| Book Value | $512,500 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,621,462 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,115,172 | DepreciationAmt |
| Book Value | $11,506,290 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,338,823 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,937,814 | DepreciationAmt |
| Book Value | $401,009 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,419,799 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HELD AT COMMUNITY FOUNDATION | $2,318,743 | F |
| FIXED INCOME ALTERN. INVEST. | $703,608 | F |
| QUASI-ENDOWED INVESTMENTS | $5,726,300 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $8,748,651 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| HELD BY COMMUNITY FOUNDATION | $5,606,470 |
| INTEREST RATE SWAP | $599,797 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $6,206,267 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PENSION LIABILITY | $2,009,047 |
| OTHER LIABILITIES | $1,222,245 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,231,292 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | CUSTODIAL FUNDS ARE AMOUNTS HELD BY UNITED WAY OF GREATER CLEVELAND THAT LEGALLY BELONG TO UNRELATED AND RELATED ENTITIES. ACCORDINGLY, THESE AMOUNTS ARE RECORDED AS BOTH AN ASSET AND LIABILITY OF THE ORGANIZATION. THE ORGANIZATION DID NOT HOLD ANY CUSTODIAL FUNDS FOR FISCAL YEAR END JUNE 30, 2023. |
| PART V, LINE 1A, COLUMN (D) CURRENT YEAR: | THE CURRENT YEAR BEGINNING BALANCE WAS RESTATED TO REFLECT THE CORRECT ENDOWMENT FUNDS. |
| PART V, LINE 4: | UNITED WAY'S SPENDING POLICY IS TO USE 4% OF A THREE YEAR ROLLING AVERAGE OF THE QUASI ENDOWMENT FUND AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS FOR SPECIFIC PURPOSES. THE ORGANIZATION USES THESE FUNDS FOR THE CAPITAL NEEDS OF THE ORGANIZATION AND CERTAIN OPERATING COSTS. |
| PART X, LINE 2: | UNCERTAIN INCOME TAX POSITIONS ARE EVALUATED AT LEAST ANNUALLY BY MANAGEMENT. UNITED WAY OF GREATER CLEVELAND CLASSIFIES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS AS INCOME TAX EXPENSE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. AS OF JUNE 30, 2023, THE ORGANIZATION HAS IDENTIFIED NO UNCERTAIN INCOME TAX POSITIONS AND HAS INCURRED NO AMOUNTS FOR INCOME TAX PENALTIES AND INTEREST FOR THE YEAR THEN ENDED. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COMMUNITY COUNSELING SERVICES CO L | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 82 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19182 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DEVELOPMENT & PROFESS. | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $80,000 | RetainedByContractorAmt |
| Net To Organization | -$80,000 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $80,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$80,000 | TotalNetToOrganizationAmt |
| Licensed States | OH | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL MEETING | Event1Nm |
| Gross Receipts Event1 | $116,170 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $28,660 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $87,510 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $83,402 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $11,759 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $1,360 | OtherDirectExpensesEvent1Amt |
| Event2 | YOUNG LEADERS | Event2Nm |
| Gross Receipts Event2 | $19,419 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $8,311 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $11,108 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $8,264 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $125 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $5,600 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $5,600 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $848 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $3,678 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $141,189 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $36,971 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $104,218 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $91,666 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $12,607 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,163 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $109,436 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$5,218 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Asia Services in Action Inc | |||||||
| 3631 PERKINS AVENUE | CLEVELAND | OH | 44114 | 341798850 | 501(C)(3) | $140,000 | HEALTH PATHWAYS |
| CATHOLIC CHARITIES CORPORATION | |||||||
| 7911 DETROIT AVENUE | CLEVELAND | OH | 44102 | 341318541 | 501(C)(3) | $788,000 | PROGRAM GRANT |
| FRONTLINE SERVICE | |||||||
| 1744 PAYNE AVENUE | CLEVELAND | OH | 44114 | 341901676 | 501(C)(3) | $220,000 | HOUSING STABILITY |
| JEWISH FEDERATION OF CLEVELAND | |||||||
| 1750 EUCLID AVENUE | CLEVELAND | OH | 44115 | 340714445 | 501(C)(3) | $1,266,000 | PROGRAM GRANT |
| JOSEPH'S HOME | |||||||
| 2412 COMM COLLEGE AVE | CLEVELAND | OH | 44115 | 341901676 | 501(C)(3) | $140,000 | HOUSING STABILITY |
| JOURNEY CENTER FOR SAFETY AND HEALING | |||||||
| PO BOX 602696 | CLEVELAND | OH | 44102 | 341278377 | 501(C)(3) | $150,000 | HOUSING STABILITY |
| LEXINGTON-BELL COMMUNITY CENTER | |||||||
| 7724 LEXINGTON AVENUE | CLEVELAND | OH | 44103 | 341117206 | 501(C)(3) | $160,000 | ECONOMIC MOBILITY |
| MAY DUGAN CENTER | |||||||
| 4115 BRIDGE AVENUE | CLEVELAND | OH | 44113 | 237061949 | 501(C)(3) | $210,000 | HEALTH PATHWAYS |
| SPANISH AMERICAN COMMITTEE FOR A BETTER COMM | |||||||
| 4407 LORAIN AVENUE | CLEVELAND | OH | 44113 | 341028559 | 501(C)(3) | $240,000 | ECONOMIC MOBILITY |
| STARTING POINT | |||||||
| 4600 EUCLID AVENUE | CLEVELAND | OH | 44103 | 341650004 | 501(C)(3) | $210,000 | ECONOMIC MOBILITY |
| THEA BOWMAN CENTER | |||||||
| 11901 OAKFIELD AVENUE | CLEVELAND | OH | 44105 | 522157682 | 501(C)(3) | $200,000 | HEALTH PATHWAYS |
| TOWARDS EMPLOYMENT | |||||||
| 1255 EUCLID AVENUE | CLEVELAND | OH | 44115 | 341578831 | 501(C)(3) | $210,000 | ECONOMIC MOBILITY |
| UNITED BLACK FUND | |||||||
| 1621 EUCLID AVENUE | CLEVELAND | OH | 44115 | 341366892 | 501(C)(3) | $460,000 | PROGRAM GRANT |
| YOUTH OPPORTUNITIES UNLIMITED | |||||||
| 1361 EUCLID AVENUE | CLEVELAND | OH | 44115 | 341381135 | 501(C)(3) | $170,000 | ECONOMIC MOBILITY |
| YWCA OF GREATER CLEVELAND | |||||||
| 4019 Prospect Avenue | CLEVELAND | OH | 44103 | 340714800 | 501(C)(3) | $190,000 | ECONOMIC MOBILITY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 15 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | UNITED WAY OF GREATER CLEVELAND CLOSELY MONITORS THE USE OF GRANT FUNDS VIA A PROCESS WHICH INCLUDES A PROGRAM REVIEW AND OUTCOME MEASUREMENT OF PROGRAM RESULTS. EACH PROGRAM GRANTEE SUBMITTED A PROPOSAL FOR THE PROGRAM TO BE FUNDED AND WILL BE EVALUATED BASED ON THE OUTCOMES RESULTING FROM THE PROGRAM ACTIVITIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AUGUST A NAPOLI JR | ||||||||||||||
| PRESIDENT & CEO (THRU 9/22) | $400,922 | $0 | $0 | $0 | $63,298 | $0 | $19,167 | $0 | $15,561 | $0 | $498,948 | $0 | $0 | $0 |
| DEBORAH ENTY | ||||||||||||||
| VP FINANCE, CFO | $195,412 | $0 | $0 | $0 | $0 | $0 | $19,200 | $0 | $18,344 | $0 | $232,956 | $0 | $0 | $0 |
| AARON PETERSAL | ||||||||||||||
| VP RD & OPERATIONS | $164,285 | $0 | $0 | $0 | $0 | $0 | $12,875 | $0 | $41,715 | $0 | $218,875 | $0 | $0 | $0 |
| KENNETH SURRATT | ||||||||||||||
| VP COMMUNITY INVESTMENT | $166,164 | $0 | $0 | $0 | $0 | $0 | $13,350 | $0 | $40,351 | $0 | $219,865 | $0 | $0 | $0 |
| NICHOLA KRAUSE | ||||||||||||||
| ASSOC. VP INFO. TECHNOLOGY | $138,842 | $0 | $0 | $0 | $0 | $0 | $27,000 | $0 | $36,269 | $0 | $202,111 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A: | A SOCIAL CLUB MEMBERSHIP IS PROVIDED TO THE PRESIDENT AND CEO OF UNITED WAY OF GREATER CLEVELAND TO BE USED TO CONDUCT UNITED WAY BUSINESS. DOCUMENTATION IS PROVIDED FOR THE REIMBURSEMENT OF ALL DUES AND OTHER REIMBURSABLE EXPENSES FOR THE MEMBERSHIP. |
| PART II, LINE 1, COLUMN (B)(III): | AUGUST A. NAPOLI, JR., president & CEO of United Way of Greater Cleveland retired from his position on September 30, 2022 (extended from June 30, 2022, as originally scheduled) and received payments for unused sick time, unused vacation time and unused paid time off totaling $63,298 that is reported on Schedule J, Part II, COLUMN (B)(III). |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 CONTINUATION: | SECTORS, SYSTEMS, AND NEIGHBORHOODS TO PREVENT AND ELIMINATE THE ROOT CAUSES OF THESE NEEDS AND DISPARITIES IN THE FIRST PLACE. |
| FORM 990, PART III, LINE 4D: | HEALTH PATHWAY SERVICES, OUTREACH ACTIVITIES AND PROGRAM TARGET THE MEDICAL AND SOCIAL DETERMINANTS OF HEALTH, ADDRESSING IMMEDIATE NEEDS AS WELL AS THE LONG TERM WELL BEING OF RESIDENTS. 500 CHRONICALLY ILL ADULTS RECEIVED MEDICALLY TAILORED HOME DELIVERED MEALS. ASSISTANCE TO ADDRESS HEALTH RELATED SOCIAL NEEDS AND 40 FOOD PANTRIES RECEIVED FUNDING, SUPPLIES AND MAINTENANCE TO SUSTAIN THE PANTIRES EFFECTIVELY. EXPENSES: $1,119,451. GRANTS: $0. REVENUE: $114,170. ECONOMIC MOBILITY PROGRAMS AIM TO CLOSE WAGE GAPS AND BREAK THE CYCLE OF GENERATIONAL POVERTY BY INCREASING ACCESS TO EDUCATIONS FOR CHILDREN AND PAVING CAREER PATHWAYS FOR ADULTS. 1,700 WORKERS HAVE BEEN CONNECTED WITH IN-DEMAND CAREERS. EXPENSES: $870,683. GRANTS: $0. REVENUE: $183,925. |
| FORM 990, PART VI, SECTION B, LINE 11B: | FORM 990 WAS PREPARED BY A NATIONAL ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCE DEPARTMENT. A DRAFT FORM 990 WAS PRESENTED TO THE FINANCE COMMITTEE FOR REVIEW AND THEN PROVIDED TO THE BOARD OF DIRECTORS BEFORE IT WAS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C: | ALL BOARD MEMBERS AND EMPLOYEES COMPLETE CONFLICT OF INTEREST STATEMENTS ANNUALLY, ALSO AS PART OF THE NEW HIRE PROCESS, ALL OF WHICH ARE REVIEWED BY THE BOARD AND STAFF TO ENSURE THERE ARE NO SELF-INTERESTS. |
| FORM 990, PART VI, SECTION B, LINES 15A AND 15B: | A COMMITTEE CONSISTING OF SEVERAL BOARD OF DIRECTORS REVIEW THE PRESIDENT & CEO COMPENSATION AND BENEFITS THAT ARE OUTLINED ON THE TERMS OF EMPLOYMENT CONTRACT. THE COMMITTEE UTILIZES DATA AS SET FORTH IN EMPLOYMENT CONTRACT TO SUBSTANTIATE ANY RECOMMENDED ADJUSTMENTS. THE PRESIDENT & CEO SETS THE COMPENSATION FOR THE OTHER OFFICERS AND KEY EMPLOYEES BASED ON SALARY DATA THAT IS UPDATED PERIODICALLY OR SOONER AS NEEDED. |
| FORM 990, PART VI, SECTION C, LINE 19: | THE ORGANIZATION'S FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON ITS WEBSITE AND ARE AVAILABLE UPON REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | GAIN FROM FORGIVENESS OF DEBT FROM CLEVELAND COMMUNITY FUND, A RELATED 501(C)(3) ORGANIZATION..................................$5,504,724 OTHER COMPONENTS OF NET PERIODIC PENSION COST.............$ (229,722) CHANGE IN INTEREST RATE SWAP..............................$ 344,884 PENSION-RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST............................................$1,126,160 TOTAL.....................................................$6,746,046 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY PROPERTIES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1331 EUCLID AVENUE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | PROPERTY MGMT | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UWGC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UNITED WAY OF GEAUGA COUNTY | |||||||||||
| 209 CENTER STREET | CHARDON | OH | 44024 | 205575556 | comm advance | OH | 501(C)(3) | 7 | UWGC | Yes (true) | |
| CLEVELAND COMMUNITY FUND | |||||||||||
| 1331 EUCLID AVENUE | CLEVELAND | OH | 44115 | 340714586 | SUPPORT ORG. | OH | 501(C)(3) | 12A | false | N/A | |
| UW GREATER CLEVELAND PHILANTHROPIC FUND | |||||||||||
| 1331 Euclid Avenue | Cleveland | OH | 44115 | 842305005 | SUPPORT ORG. | OH | 501(C)(3) | 12A | UWGC | Yes (true) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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