2023-02-02T19:21:35-06:00 2022-06-30 341912961 COHEN & COMPANY LTD OFFICES LISTED AT WWWCOHENCPACOM OH 44115 990 2021-07-01 341011104 UNITED WAY OF GREATER LORAIN COUNTY INC UNIT 4402776530 642 BROADWAY AVENUE LORAIN OH 44052 RYAN ARONEY PRESIDENT & CEO 4402776530 2023-01-27 1 RYAN ARONEY 999009999 CATHLEEN S LORENZ P00063640 8002291099 2023-01-18 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z RYAN ARONEY 642 BROADWAY AVENUE LORAIN OH 44052 4009208 0 X WWW.UWLORAINCOUNTY.ORG X 1967 OH TO LEAD COMMUNITY TRANSFORMATION, CREATING A BETTER LIFE FOR ALL, BY CONNECTING COMMUNITY PARTNERS THROUGH COLLECTIVE IMPACT IN HEALTH, EDUCATION, AND FINANCIAL STABILITY. 16 16 14 329 0 0 2313461 2516074 0 0 198191 126328 49686 47453 2561338 2689855 1285097 1259257 0 0 723309 762298 0 0 264685 563162 674877 2571568 2696432 -10230 -6577 5220996 4711092 1249614 1106590 3971382 3604502 X TO LEAD COMMUNITY TRANSFORMATION, CREATING A BETTER LIFE FOR ALL, BY CONNECTING COMMUNITY PARTNERS THROUGH COLLECTIVE IMPACT IN HEALTH, EDUCATION, AND FINANCIAL STABILITY. 0 0 1668019 1259257 COMMUNITY IMPACT - INVOLVES THE PROCESS OF PLANNING, INVESTING AND EVALUATING RESOURCES TO ACHIEVE MEASURABLE AND SUSTAINABLE COMMUNITY CHANGE IN THREE PRIORITY AREAS: EMPOWERING CHILDREN AND YOUTH TO ACHIEVE THEIR FULL POTENTIAL, HELPING WORKING FAMILIES BECOME FINANCIALLY STABLE AND INDEPENDENT, AND CREATING A HEALTHIER COMMUNITY. MORE THAN 150 ORGANIZATIONS HAVE PLEDGED TO WORK COLLECTIVELY ON ACHIEVING THIS HIGH LEVEL OF COMMUNITY IMPACT.UNITED WAY OF GREATER LORAIN COUNTY (UWGLC) PLACES A HIGH PRIORITY ON WORKING WITH SYSTEMS AND PARTNERS TO ENSURE THAT CHILDREN ENTER KINDERGARTEN READY TO LEARN AND THAT EARLY ADOLESCENTS HAVE THE TOOLS AND RESOURCES TO SUCCEED IN HIGH SCHOOL AND BEYOND. UWGLC IS INVESTING IN A VARIETY OF INITIATIVES, INCLUDING AFTERSCHOOL AND SUMMER ACADEMIC AND CULTURAL ENRICHMENT, IN-SCHOOL ACADEMIC SUPPORT, MENTAL HEALTH AND BEHAVIORAL HEALTH SUPPORT, EXERCISE AND NUTRITION IMPROVEMENT, PARENTING EDUCATION AND RESOURCING, AND RISKY BEHAVIOR PREVENTION AND INTERVENTION. MULTI-YEAR FUNDING HAS MADE IT POSSIBLE FOR COLLABORATIVE PARTNERS TO MEASURE BASELINE DATA, PILOT TEST BEST-PRACTICE PROGRAMS WITH SMALL GROUPS, AND IMPLEMENT LARGER-SCALE PROGRAMS WITH PROMISING EARLY RESULTS. FOR EXAMPLE, LITERACY PROGRAMS ARE BRINGING AGE- AND LANGUAGE-APPROPRIATE BOOKS TO 53% OF ALL CHILDREN 0 5 LIVING IN ELYRIA, LORAIN AND OBERLIN EACH MONTH; AND AN ADDITIONAL 2,256 LITERACY KITS WERE DELIVERED TO PRESCHOOLERS. FURTHER, 78% OF PARTNER EARLY CHILDHOOD EDUCATION PROGRAMS IN ELYRIA HAVE ACHIEVED "HIGHLY-RATED" STATUS IN THE STEP UP TO QUALITY STATE RATING SYSTEM. 221 STUDENTS FROM MIDVIEW MIDDLE AND 150 5TH GRADERS FROM EASTERN HEIGHTS PARTICIPATED IN PROGRAMMNING TO BUILD RESILIENCE AND AVOID RISKY BEHAVIORS; AND 364 MIDDLE GRADE STUDENTS ATTENDED COLLABORATIVE SPONSORED SUMMER CAMPS IN ELYRIA AND LORAIN. ADDITIONALLY, 50 PARENTS IN LORAIN LEARNED TECH SKILLS TO SUPPORT THEIR CHILD'S EDUCATION. OVER 10,000 YOUTH ARE CURRENTLY PARTICIPATING IN COLLABORATIVE PROGRAMMING.UWGLC PLACES A HIGH PRIORITY ON WORKING WITH SYSTEMS AND PARTNERS TO ENSURE THAT WORKING FAMILIES LIVING IN POVERTY INCREASE THEIR INCOMES, BUILD SAVINGS, AND GAIN ASSETS TO IMPROVE THEIR FINANCIAL STABILITY. UWGLC IS INVESTING IN ACTIVITIES THAT ENSURE THAT FAMILIES SUFFERING A SHORT-TERM FINANCIAL CRISIS AVOID EVICTION, UTILITY TERMINATION, AND JOB LOSS AND ARE ABLE TO BUILD FUTURE RESOURCES. EIGHTH-YEAR COLLABORATIVE FUNDING HAS RESULTED IN THE UCAN PARTNERSHIP ASSISTING 350 HOUSEHOLDS (CLOSE TO 1200 PERSONS) AVOID EVICTION (207 HOUSING BILLS), UTILITY DISCONNECT (178 PAYMENTS), AND JOB LOSS (44 JOBS), WITH A LESS THAN 8% RECIDIVISM RATE. HEALTH CUTS ACROSS THE FINANCIAL STABILITY AND EDUCATION IMPACT AREAS OF THE AGENDA FOR COMMUNITY IMPACT. OUR AGENDA PROMOTES HEALTH AND PRODUCTIVITY THROUGH DIET AND EXERCISE WITH AN EMPHASIS ON REDUCING RISK FACTORS FOR METABOLIC SYNDROME, INCLUDING DIABETES, OBESITY, AND HEART DISEASE. UWGLC IS INVESTING IN ACTIVITIES THAT INCREASE ACCESS TO PHYSICAL ACTIVITY OF ALL TYPES, INCLUDING THE WINTER MONTHS, ENSURE ACCESS TO LOCALLY GROWN HEALTHY FOODS, MAINTAIN HEALTHY WORKPLACES, AND IMPROVE NUTRITION. MULTI-YEAR FUNDING HAS ALLOWED COLLABORATIVE PARTNERS TO MEASURE DATA, CONTINUE TO PILOT TEST BEST-PRACTICE PROGRAMS ON A SMALL SCALE, AND IMPLEMENT LARGER-SCALE INITIATIVES. THIS INCLUDES FRESH AFFORDABLE PRODUCE PICKUPS IN NORTH RIDGEVILLE AND LAGRANGE, WITH 1,061 PRODUCE BAGS THIS YEAR; AND 71 SENIORS AND FAMILIES WITH DISABILITES IN THE WELLINGTON AREA RAISING, CONSUMING AND SHARING HOME-GROWN RAISED-BED VEGETABLES. ADDITIONALLY, KEY- AND H&S-SPONSORED OUTDOOR WALKING PATHS WERE KEPT CLEAR OF SNOW ALL SEASON AGAIN, ENABLING RESIDENTS TO WALK OUTDOORS IN ADDITION TO INDOOR WALKING EVENTS WITH A TOTAL OF 3,897 WALKERS. NEW PICKLEBALL COURTS IN WELLINGTON HAVE ATTRACTED 91 REGULAR PLAYERS OF ALL AGES. PARTNERING WITH OTHER ORGANIZATIONS WITHIN LORAIN COUNTY, UNITED WE SWEAT WAS FORMED IN 2011 TO PROMOTE HEALTHY LIVING IN GREATER LORAIN COUNTY BY RAISING AWARENESS OF AND ACCESS TO FITNESS AND NUTRITION OPTIONS. 2,563 INDIVIDUALS ATTENDED IN-PERSON INITIATIVE-SPONSORED FREE FITNESS EVENTS THIS YEAR. 195005 TRANSPORTATION INITIATIVES ACCESS TO RELIABLE AND AFFORDABLE TRANSPORTATION AFFECTS THE HEALTH AND WELLBEING OF PEOPLE IN ALL PARTS OF GREATER LORAIN COUNTY. UNITED WAY INVESTS IN EFFORTS TO LINK RIDERS WITH CRITICLLY NEEDED RIDES, SUCH AS TO MEDICAL AND MENTAL HEALTH APPOINTMENTS, MAXIMIZING THE USE OF LOCALLY-AVAILABLE AND COORDINATED RESOURCES THROUGH MOBILITY MANAGEMENT. THIS PROJECT WILL CONTINUE TO BE EXPANDED TO INCLUDE TRANSPORTATION TO GROCERIES IN THE UPCOMING 12 MONTHS. 475 RIDES TO MEDICAL APPOINTMENTS AND 1,287 WOPRKPLACE RIDES WERE PROVIDED THROUGH JUNE 30. 124928 INFORMATION AND REFERRAL REFERS PEOPLE TO SERVICES AND VOLUNTEER OPPORTUNITIES AT LOCAL AGENCIES THROUGH UNITED WAY'S 2-1-1 FIRST CALL FOR HELP, A CONFIDENTIAL, FREE INFORMATION AND REFERRAL SERVICE. THERE WERE 11,556 CALLS AND 32,599 UNIQUE WEBSITE USERS. 76548 DIRECT SERVICES - DIRECT SERVICES ARE PROVIDED BY UWGLC THROUGH THE LORAIN COUNTY FREE TAX PREP COALITION. INCOME TAX PREPARATION PARTNERS COORDINATED BY UWGLC COMPLETED 1,556 FEDERAL (AND A SIMILAR NUMBER STATE) TAX RETURNS FOR A TOTAL REFUND OF $2,056,921, OF WHICH OVER $500,000 WAS FROM THE EARNED INCOME TAX CREDIT. THE FREE TAX PROGRAM SAVED TAXFILERS $424,788 IN PREP AND FILING FEES.UNITED WAY VOLUNTEER ENGAGEMENT INITIATIVES MATCH INDIVIDUALS AND GROUPS OF PEOPLE TO VOLUNTEER OPPORTUNIES WITHIN THE COMMUNITY AND STRIVES TO INCREASE THE EFFECTIVENESS AND PARTICIPATION OF ALL SEGMENTS OF VOLUNTEER RESOURCES THROUGH RECRUITMENT, TRAINING, EDUCATION AND RECOGNITION. 446 VOLUNTEERS PROVIDED 1,393 VOLUNTEER HOURS DURING THE FISCAL YEAR. 76548 2064500 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 14 1 0 0 0 0 0 1 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X X DIANNE BREHM 4402776530 642 BROADWAY AVENUE LORAIN OH 44052 BRAD CALABRESE INTERIM CHAIR 1.00 X X 0 0 0 STACY KILGORE INTERIM VICE-CHAIR 1.00 X X 0 0 0 DAWN DAILEY TREASURER 1.00 X X 0 0 0 JADE BLAIR SECRETARY 1.00 X 0 0 0 SAMANTHA ABRAHAM MEMBER 1.00 X 0 0 0 MARILYN ALEJANDRO-RODRIGUEZ MEMBER 1.00 X 0 0 0 KEITH BROWN MEMBER 1.00 X 0 0 0 MICHELLE BURGESS MEMBER 1.00 X 0 0 0 FRANCO GALLO MEMBER 1.00 X 0 0 0 JOSE GONZALEZ III MEMBER 1.00 X 0 0 0 JUDY HOPKINS MEMBER 1.00 X 0 0 0 MATT MILLER MEMBER 1.00 X 0 0 0 WILL NORDLOH MEMBER 1.00 X 0 0 0 LAURA SLOCUM MEMBER 1.00 X 0 0 0 BRAD YURONICH MEMBER 1.00 X 0 0 0 MARSALIS HAMMONS ETHICS 1.00 X 0 0 0 RYAN ARONEY PRESIDENT & CEO 1.00 X 85120 0 10506 DIANNE BREHM CHIEF FINANCIAL OFFICER 1.00 X 81434 0 10359 166554 0 20865 0 0 0 0 0 103418 2412656 2516074 65266 65266 1377514 1316452 61062 61062 61062 23788 2901 20887 20887 ADMINISTRATION FEE INCOME 900099 26465 26465 MISCELLANEOUS INCOME 900099 101 101 26566 2689855 26566 0 147215 1259257 1259257 603990 267242 191969 144779 21590 9715 6804 5071 91194 41037 28739 21418 45524 20636 14279 10609 15500 2888 9125 3487 23150 23150 28666 5341 16877 6448 28906 16825 173 11908 10597 4507 4048 2042 41876 14453 13590 13833 34004 9195 14297 10512 13930 9083 1902 2945 28188 7160 12064 8964 40642 10473 17309 12860 7906 2008 3385 2513 CONTRACT SERVICES 371089 371089 DEVELOPMENT EXPENSES 14962 10475 421 4066 REAL ESTATE TAXES/FEES 9115 9115 6346 3116 3230 2696432 2064500 367247 264685 92719 201899 125841 0 704615 787590 7905 9530 743946 247535 523383 496411 3735100 3187290 24485 21134 6948 7238 5220996 4711092 584573 645394 466541 425446 73000 35750 125500 0 1249614 1106590 X 2905972 2640909 1065410 963593 3971382 3604502 5220996 4711092 -6577 -360303 0 X X 0 1 X 1 0 X 2352687 2502167 2626564 2313461 2516074 12310953 2352687 2502167 2626564 2313461 2516074 12310953 196788 12114165 72842 89153 78824 70783 65266 376868 13918 13455 18130 20887 66390 32234 31050 35004 31555 26566 156409 12910620 0.93830 0.93920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24485 -3351 21134 19976 4509 24485 21655 -1679 19976 21945 -290 21655 21834 111 21945 1.00000 1 0 9100 9100 552166 108373 443793 92154 79351 12803 90526 59811 30715 496411 X 2074944 -360303 9236 -351067 2426011 23150 240694 263844 2689855 2441824 9236 9236 2432588 23150 240694 263844 2696432 PART V, LINE 4: THE ORGANIZATION INCLUDES THE EARNINGS FROM THE ENDOWMENT FUND IN THEIR GENERAL FUNDS TO BE ALLOCATED TO VARIOUS ORGANIZATIONS. PART X, LINE 2: THE ORGANIZATION RECOGNIZES AND DISCLOSES UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH GAAP. AS OF AND DURING THE YEAR ENDED JUNE 30, 2022, THE ORGANIZATION DID NOT HAVE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DESIGNATED CONTRIBUTIONS WHICH ARE NOT SHOWN AS REVENUE ON THE FINANCIAL 240,694. STATEMENTS PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATED CONTRIBUTIONS WHICH ARE NOT SHOWN AS EXPENSES ON THE FINANCIAL 240,694. STATEMENTS THE BEE 23788 23788 1000 1595 306 23788 23788 1000 1595 306 2901 20887 1 ALSACST JUDE CHILDRENS RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 351044585 501(C)(3) 6764 0 DONOR DESIGNATED CONTRIBUTON BLESSING HOUSE 5440 GROVE AVE LORAIN OH 44055 300130029 501(C)(3) 9942 0 DONOR DESIGNATED CONTRIBUTION CATHOLIC CHARITIES CORPORATION 7911 DETROIT AVENUE CLEVELAND OH 44102 341318541 501(C)(3) 63985 0 FINANCIAL STABILITY - EMERGENCY ASSISTANCE - BASIC NEEDS CLEVELAND FOODBANK INC 15500 SOUTH WATERLOO RD CLEVELAND OH 44110 341292848 501(C)(3) 5415 0 DONOR DESIGNATED CONTRIBUTON COMMUNITY RESOURCE SERVICES 33479 LAKE RD SUITE C AVON LAKE OH 44012 341595037 501(C)(3) 22285 0 FINANCIAL STABILITY - EMERGENCY ASSISTANCE - BASIC NEEDS EL CENTRO DE SERVICIOS 2800 PEARL AVE LORAIN OH 44055 341165756 501(C)(3) 86186 0 EDUCATION - MIDDLE SCHOOL SUCCESS FRIENDSHIP APL 8303 MURRARY RIDGE RD ELYRIA OH 44035 346529498 501(C)(3) 7584 0 DONOR DESIGNATED CONTRIBUTON HM HOUSING DEVELOPMENT 1561 EAST 30TH ST E LORAIN LORAIN OH 44055 341938397 501(C)(3) 10160 0 DONOR DESIGNATED CONTRIBUTON HORIZON EDUCATION CENTER 29511 LORAIN ROAD NORTH OLMSTED OH 44070 341267458 501(C)(3) 186665 0 EDUCATION - KINDERGARTEN READINESS/MIDDLE SCHOOL SUCCESS KENDAL AT OBERLIN 23 ERIC NORD WAY OBERLIN OH 44074 341567246 501(C)(3) 103217 0 EDUCATION - KINDERGARTEN READINESS LEGAL AID SOCIETY OF CLEVELAND 1530 WEST RIVER RD STE 301 ELYRIA OH 44035 340866026 501(C)(3) 17802 0 FINANCIAL STABILITY - EMERGENCY ASSISTANCE - BASIC NEEDS LORAIN COUNTY GENERAL HEALTH DISTRICT DISTRICT - 9880 SOUTH MURRAY RIDGE RD ELYRIA OH 44035 346001704 501(C)(3) 170000 0 HEALTH - REDUCING CHRONIC DISEASE LORAIN COUNTY OFFICE ON AGING 320 NORTH GATEWAY BLVD ELYRIA OH 44035 341136543 501(C)(3) 50359 0 FINANCIAL STABILITY - EMERGENCY ASSISTANCE - BASIC NEEDS NEIGHBORHOOD ALLIANCE 457 GRISWOLD ROAD ELYRIA OH 44035 340714471 501(C)(3) 167679 0 EDUCATION - KINDERGARTEN READINESS NORTH RIDGEVILLE COMMUNITY CARE 34015 CENTER RIDGE RD NORTH RIDGEVILLE OH 44039 341377378 501(C)(3) 20343 0 FINANCIAL STABILITY - EMERGENCY ASSISTANCE - BASIC NEEDS OBERLIN COMMUNITY SERVICE COUNCIL 285 SOUTH PROFESSOR DR OBERLIN OH 44074 340907948 501(C)(3) 65416 0 FINANCIAL STABILITY - EMERGENCY ASSISTANCE - BASIC NEEDS SALVATION ARMY ELYRIA 716 WEST BROAD ST ELYRIA OH 44035 135562351 501(C)(3) 25089 0 FINANCIAL STABILITY - EMERGENCY ASSISTANCE - BASIC NEEDS SALVATION ARMY LORAIN 2506 BROADWAY AVE LORAIN OH 44052 135562351 501(C)(3) 33991 0 FINANCIAL STABILITY - EMERGENCY ASSISTANCE - BASIC NEEDS SECOND HARVEST FOOD BANK OF NORTH CENTRAL OHIO 5510 BAUMHART RD LORAIN OH 44053 341446685 501(C)(3) 18025 0 DONOR DESIGNATED CONTRIBUTON PART I, LINE 2: UNITED WAY OF GREATER LORAIN COUNTY USES THE COLLECTIVE IMPACT MODEL TO IMPACT ONE OR MORE OF OUR FIVE TARGET OUTCOMES, INCLUDING KINDERGARTEN READINESS, MIDDLE SCHOOL SUCCESS, FINANCIAL STABILITY, CHRONIC DISEASE REDUCTION, AND MEETING CRISIS NEEDS. UNITED WAY HAS INVESTED IN A COUNTY-WIDE, ENTERPRISE-LEVEL DATABASE, THE RESULTS-BASED ACCOUNTABILITY FRAMEWORK, AND GUIDES ALL COLLABORATIVES, CONTINUALLY ASSESSING, IDENTIFYING, AND TRACKING BOTH PROGRAM- AND COMMUNITY-LEVEL OUTCOMES. ELIGIBLE COLLABORATIVE LEAD AGENCIES MUST SHOW COMPLIANCE WITH THE PROVISIONS OF THE PATRIOT ACT AND VERIFY THEIR ABILITY TO RECEIVE TAX-DEDUCTIBLE DONATIONS IN ACCORDANCE WITH IRS REGULATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS IN DETAIL THE FORM 990 AND RECOMMENDS TO THE BOARD OF DIRECTORS THAT THE FORM BE FILED WITH THE INTERNAL REVENUE SERVICE. THE COMPLETED FORM 990, IN ITS ENTIRETY, IS GIVEN TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS HAS AN OPPORTUNITY TO ASK ANY QUESTIONS. THE FORM 990 IS THEN APPROVED BY THE ENTIRE BOARD OF DIRECTORS AND IS THEN FILED. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL QUESTIONNAIRE IS SENT TO ALL OFFICERS, DIRECTORS AND EMPLOYEES, COLLECTED AND REVIEWED. AT THE BEGINNING OF EACH BOARD MEETING, BOARD MEMBERS ARE ASKED TO DISCLOSE ANY CONFLICTS OF INTEREST THAT MAY ARISE BASED ON THE MEETING AGENDA. IF A TRANSACTION ARISES IN WHICH AN INDIVIDUAL HAS A CONFLICT, THE PERSON IS EXCUSED FROM THE DISCUSSION AND A VOTE BY DISINTERESTED COMMITTEE MEMBERS TAKES PLACE. THE DIRECTORS AND/OR COMMITTEE MEMBERS BASE THEIR DECISION ON ALL THE FACTS AND CIRCUMSTANCES PRESENTED AND CONSIDER WHETHER THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. PROPER RECORDS OF THE BOARD, COMMITTEE, OR SUBCOMMITTEE ARE MAINTAINED TO VERIFY THE CONFLICT OF INTEREST POLICY HAS BEEN FOLLOWED. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION STUDY WAS PERFORMED USING AN OUTSIDE INDEPENDENT COMPANY. EACH POSITION WAS STUDIED WITH COMPARABLE DATA SHOWING A RANGE OF SALARIES FOR EACH POSITION. BUDGET WITH SALARY INFORMATION IS THEN APPROVED BY THE FINANCE COMMITTEE. EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S SALARY. THE BOARD OF DIRECTORS APPROVES THE ENTIRE BUDGET. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION HAS THE ANNUAL REPORT, AUDIT REPORT, AND FINANCIAL STATEMENTS POSTED ON ITS WEBSITE. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR