2024-11-15T10:53:24-06:00 2023-12-31 202122306 GBQ PARTNERS LLC 230 WEST STREET SUITE 700 COLUMBUS OH 43215 990 2023-01-01 310682004 UNITED WAY OF UNION COUNTY INC UNIT 9376448381 648 CLYMER RD SUITE 313 MARYSVILLE OH 43040 JULIANA HARDYMON VP OF FINANCE AND CFO 6142272752 2024-11-12 1 1 KATHY M MOSELEY P00116760 6142211120 2024-11-12 2023 2024-10-15 13:58:12Z LISA COURTICE 215 N FRONT ST STE 600 COLUMBUS OH 43215 669989 0 X WWW.UNITEDWAYOFUNIONCOUNTY.ORG X 1958 OH THE MISSION OF THE UWUC IS TO BRING NEIGHBORS AND RESOURCES TOGETHER TO IMPROVE LIVES. 29 29 0 50 0 0 420788 650008 0 0 11489 19800 702 181 432979 669989 244250 425201 0 0 79250 67608 0 0 56393 78037 73593 401537 566402 31442 103587 1049724 1324183 68982 220985 980742 1103198 THE MISSION OF THE UNITED WAY OF UNION COUNTY IS TO BRING NEIGHBORS AND RESOURCES TOGETHER TO IMPROVE LIVES. 0 0 396836 367910 0 UNITED WAY OF UNION COUNTY UTILIZES A VOLUNTEER DRIVEN PROCESS TO INVEST RESOURCES IN PROGRAMS AND SERVICES WHICH MAKE A DIFERENCE IN MANY WAYS AND IMPACT THOUSAND OF PEOPLE'S LIVES IN UNION COUNTY. BY USING THE COMMUNITY'S EXPERTISE AND RESOURCES, THE UNITED WAY COMPLETELY AND EFFICIENTLY REACH PEOPLE IN IMMEDIATE NEED AND PROVIDE PROGRAMS FOR A WIDE VARIETY OF SERVICES. 57291 57291 0 UNITED WAY OF UNION COUNTY ALLOWS DONORS TO DESGNATE GIFTS TO OTHER UNITED WAYS OR SPECIFIC AGENCIES. ORGANIZATIONS RECEIVING DONOR DESIGNATED CONTRIBUTIONS THROUGH UNITED WAY UNDERGO SCREENING PRIOR TO DISTRIBUTION OF FUNDING. SUCH SCREENING INCLUDES VERIFICATION OF COMPLIANCE WITH THE PROVISIONS OF THE PATRIOT ACT AND VERIFICATION OF CURRENT STATUS AS AN IRS CODE SECTION 501(C) (3) NONPROFIT ORGANIZATION. 0 0 0 THE UNITED WAY OF UNION COUNTY MAINTAINS TWO SEPARATE GRANT FUNDS THAT ENABLE IT TO PROVIDE ADDITIONAL COMMUNITY SUPPORT. THERE IS A VENTURE GRANT FUND THAT CAN BE USED FOR A WIDE VARIETY OF PROGRAMS AS LONG AS THEY COINCIDE WITH THE UNITED WAY'S MISSION, MEET ACCOUNTABLITY STANDARDS AND ARE A TAX-EMAMPT ORGANIZATION. THE OTHER GRANT FUND IS EARMARKED TOWARD YOUTH EDUCATION, ARTS AND RECREATION PROGRAMS THAT MEET THE SAME STANDARDS. THIS ALSO INCLUDES INTERNAL PROGRAMS SUCH AS COMMUNITY CARE DAY. NO FUNDS WERE USED IN 2023. 454127 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X X JULIANA HARDYMON VP OF FINANCE AND CFO 6142272752 215 N FRONT ST SUITE 600 COLUMBUS OH 43215 MARK BIDSTRUP TRUSTEE 1.00 X 0 0 0 MICHAEL IRVING TRUSTEE 1.00 X 0 0 0 PETER LORE TRUSTEE 1.00 X 0 0 0 DERRICK ANTWI TRUSTEE 1.00 X 0 0 0 MELODY BIRMINGHAM TRUSTEE 1.00 X 0 0 0 BARBARA BENHAM PAST CHAIR & SECRETARY 3.00 X X 0 0 0 DAVID LEE TRUSTEE 4.00 X 0 0 0 JEFF CARPER TRUSTEE 1.00 X 0 0 0 DUANE CASARES TRUSTEE 1.00 X 0 0 0 HOPE COTTER TRUSTEE 1.00 X 0 0 0 DAN CRANE CHAIR 2.00 X X 0 0 0 KENNY MCDONALD TRUSTEE 1.00 X 0 0 0 MARK FLUHARTY TRUSTEE 1.00 X 0 0 0 JEREMY GUTIERREZ CO-CHAIR 1.00 X 0 0 0 BILL MCGEE TRUSTEE 1.00 X 0 0 0 ADAM LEWIN TRUSTEE 1.00 X 0 0 0 STEVE MASON TRUSTEE 1.00 X 0 0 0 AZURE'D METOYER TRUSTEE 1.00 X 0 0 0 MARLON MOORE TRUSTEE 1.00 X 0 0 0 ROCKY PARKER TRUSTEE 1.00 X 0 0 0 MARTYN R REDGRAVE TRUSTEE 1.00 X 0 0 0 KATHRYN RAINIERI TRUSTEE 1.00 X 0 0 0 RYAN SCHMIESING TRUSTEE 1.00 X 0 0 0 SHAREE WELLS TRUSTEE 1.00 X 0 0 0 BOB TANNOUS TRUSTEE 1.00 X 0 0 0 ELIZABETH MARTINEZ TRUSTEE 1.00 X 0 0 0 TAL BENDOR TRUSTEE 1.00 X 0 0 0 RACHEL CAVINESS TREASURER 1.00 X X 0 0 0 MORGAN GLASSER TRUSTEE 0.00 X 0 0 0 CORINNE BIX DIRECTOR 40.00 X 21719 0 0 BRANDI LYN HIBBS DIRECTOR 40.00 X 24287 0 0 46006 0 0 0 0 0 0 0 650008 650008 19289 19289 511 0 511 511 511 DESIGNATION PROCESSING 900099 176 176 MISC REVENUE 900099 5 5 181 669989 0 0 19981 425201 425201 46006 9201 9201 27604 13800 6900 5520 1380 755 151 151 453 7047 1897 1735 3415 32500 32500 10020 10020 4111 1341 843 1927 8049 2817 1771 3461 9000 3150 1980 3870 472 165 104 203 4505 1577 991 1937 618 216 136 266 821 287 181 353 MISCELLANEOUS 3497 1224 769 1504 566402 454127 55882 56393 643293 695991 150123 158010 84453 273898 20549 19670 1497 879 170358 195405 1049724 1324183 20870 17628 48112 203357 68982 220985 X 980742 1103198 980742 1103198 1049724 1324183 X 103587 18869 X 0 1 X 0 0 X 721102 721996 582277 420788 650008 3096171 721102 721996 582277 420788 650008 3096171 715265 2380906 3696 5739 580 8465 19289 37769 25469 702 181 26352 3160292 0.75340 0.52490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 170358 3225 23679 1857 195405 189565 3550 -21034 1723 170358 154578 3336 33494 1843 189565 151328 3250 154578 127093 2500 23189 1454 151328 1.00000 0 0 20549 19670 879 879 BENEFICIAL INTERESTS 195405 195405 ALLOCATIONS AND DESIGNATIONS 141178 MISC LIABILITY PAYABLE 13338 UNEARNED REVENUE 48841 203357 X PART V, LINE 4: UNITED WAY MAINTAINS 2 BOARD DESIGNATED ENDOWMENT FUNDS MANAGED BY THE UNION COUNTY FOUNDATION WITH EARNINGS CURRENTLY BEING REINVESTED. USE OF THESE FUNDS IS AT BOARD APPROVED DISCRETION. PART X, LINE 2: UNITED WAY PERFORMS AN ANNUAL ASSESSMENT FOR ANY UNCERTAINTY IN INCOME TAX POSITIONS WHICH INCLUDE AN ANALYSIS OF WHETHER THERE ARE ANY TAX POSITIONS TAKEN WITH REGARD TO UNRELATED BUSINESS INCOME, RELATED DEDUCTIONS APPLIED, OR OTHER ACTIVITIES THAT MAY JEOPARDIZE THEIR TAX EXEMPT STATUS AND THUS WOULD MEET THE DEFINITION OF AN UNCERTAIN TAX POSITION. AS OF DECEMBER 31, 2023, TAX FILING PERIODS FOR THE YEARS ENDED 2017 AND PRIOR ARE CLOSED. NO TAX LIABILITY ACCRUAL WAS RECORDED AS OF THE YEARS ENDED DECEMBER 31, 2023 OR 2022 RELATING TO MATERIAL UNCERTAIN POSITIONS TAKEN AS MANAGEMENT BELIEVES THERE ARE NONE. 1 AMERICAN RED CROSS 995 EAST BROAD ST COLUMBUS OH 43205 310642918 501(C)(3) 8750 0 BLOOD SERVICES/DISASTER SERVICES BIG BROTHERS AND BIG SISTERS 1855 E DUBLIN GRANVILLE RD COLUMBUS OH 43229 341544215 501(C)(3) 8500 0 YOUTH MENTORING BRIDGES COMMUNITY ACTION PARTNERSHIP 232 N MAIN STREET SUITE G MARYSVILLE OH 43040 310718183 501(C)(3) 6250 0 GETTING AHEAD IN UC DOLLY PARTON IMAGINATION LIBRARY OF OHIO 111 E MAIN ST 2ND FLOOR SEVIERVILLE TN 37862 621348105 501(C)(3) 23006 0 PROGRAM SERVICES FAMILY PROMISE OF DELAWARE COUNTY 39 N WASHINGTON ST DELAWARE OH 43015 521591461 501(C)(3) 32500 0 HOUSING HOPE FOR UC HELPLINE OF DELAWARE & MORROW COUNTIES 11 N FRANKLIN ST DELAWARE OH 43015 310858350 501(C)(3) 6250 0 UNION COUNTY 211 LEGAL AID OF SOUTHEAST AND CENTRAL OHIO 1108 CITY PARK AVE COLUMBUS OH 43206 314416407 501(C)(3) 8750 0 LEGAL SERVICES - LOW INCOME MEMORIAL HOSPITAL OF UNION COUNTY MOBILE MEALS 779 LONDON AVE MARYSVILLE OH 43040 311370625 501(C)(3) 24500 0 NON-REIMBURSED CARE MARION SHELTER PROGRAM 500 LONDON AVE MARYSVILLE OH 43140 311442661 501(C)(3) 14000 0 MEALS RICHWOOD CIVIC CENTER 21 N FRANKLIN ST RICHWOOD OH 43344 310728401 501(C)(3) 13050 0 HEALTH & WELLNESS THE SALVATION ARMY 966 E MAIN ST COLUMBUS OH 43205 135562351 501(C)(3) 30000 0 PROGRAM SERVICES TURNING POINT PO BOX 875 MARION OH 43301 310935117 501(C)(3) 19000 0 DOMESTIC VIOLENCE SHELTER UNION COUNTY FAMILY YMCA 1150 CHARLES LANE MARYSVILLE OH 43040 311355370 501(C)(3) 7250 0 SCHOLARSHIPS UNION COUNTY HEALTH DEPT 940 LONDON AVE MARYSVILLE OH 43040 316400087 501(C)(3) 12000 0 PRESCRIPTION VOUCHER UNION COUNTY NEIGHBOR TO NEIGHBOR PO BOX 278 MARYSVILLE OH 43040 352551579 501(C)(3) 7810 0 PROGRAM EXPENSES UNION COUNTY PERSONAL NEEDS PANTRY 212 CHESTNUT ST MARYSVILLE OH 43040 030517754 501(C)(3) 7500 0 HYGIENE ITEMS 16 PART I, LINE 2: THE UNITED WAY OF UNION COUNTY MAINTAINS TWO SEPARATE GRANT FUNDS THAT ENABLE IT TO PROVIDE ADDITIONAL COMMUNITY SUPPORT. THERE IS A VENTURE GRANT FUND THAT CAN BE USED FOR A WIDE VARIETY OF PROGRAMS AS LONG AS THEY COINCIDE WITH THE UNITED WAY'S MISSION, MEET ACCOUNTABLITY STANDARDS AND ARE A TAX-EMAMPT ORGANIZATION. THE OTHER GRANT FUND IS EARMARKED TOWARD YOUTH EDUCATION, ARTS AND RECREATION PROGRAMS THAT MEET THE SAME STANDARDS. THIS ALSO INCLUDES INTERNAL PROGRAMS SUCH AS COMMUNITY CARE DAY. A COMMITTEE REVIEWS GRANT APPLICATIONS AND APPROVES. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 - EACH MEMBER OF THE BOARD RECIEVED A COPY OF THE FORM 990 PRIOR TO FILING. QUESTIONS WITH REGARD TO THE PREPARED FORM 990 WERE SUBMITTED TO THE ORGANIZATION'S DIRECTOR AND CPA PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO REVIEW CONFLICT OF INTEREST POLICY EACH YEAR AND TO SIGN OFF THAT THEY DO NOT HAVE OR ARE NOT AWARE OF ANY CONFLICTS OF INTERESTS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S SALARY AND BENEFITS ARE SUBJECT TO REVIEW AND DELIBERATION BY THE BOARD EACH YEAR. THE BOARD DOCUMENTS ANY DELIBERATIONS IN THEIR MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE FOR REVIEW AT ORGANIZATION ADDRESS UPON REQUEST. FORM 990, PART XI, LINE 9: RESCINDED GRANTS 18,869. UNITED WAY OF CENTRAL OHIO INC 360 SOUTH THIRD STREET COLUMBUS OH 43215 314393712 RESOURCE TO COMMUNITY TO IMPROVE LIVES OH 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 UNITED WAY OF CENTRAL OHIO I 109013 ACTUAL AMOUNT