2023-02-22T06:56:50-06:00 2022-06-30 271235638 MCM CPAS & ADVISORS LLP 201 EAST FIFTH STREET SUITE 2100 CINCINNATI OH 45202 990 2021-07-01 310734490 BUTLER COUNTY UNITED WAY BUTL 5138630800 323 NORTH THIRD STREET HAMILTON OH 45011 KRYSTAL TIPTON PRESIDENT AND CEO 5138630800 2023-02-16 1 KRYSTAL TIPTON 999009999 ANNAMARIE REILLY CPA P00431897 5135791717 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z KRYSTAL TIPTON 323 NORTH THIRD STREET HAMILTON OH 45011 2554146 0 X WWW.BC-UNITEDWAY.ORG X 1920 OH CONNECT RESOURCES TO IMPORTANT COMMUNITY NEEDS 15 15 6 2966 0 0 1644767 2520587 0 0 10652 18327 0 -8752 1655419 2530162 989744 1026753 0 0 391237 377206 0 0 222342 156908 203042 1537889 1607001 117530 923161 1723973 2626901 894663 1134124 829310 1492777 X CONNECT RESOURCES TO IMPORTANT COMMUNITY NEEDS. THE ORGANIZATION FOCUSES ON THE MOST IMPORTANT HUMAN SERVICE NEEDS FACING THE COMMUNITY AND USES A VARIETY OF METHODS TO COMMUNICATE WITH COMMUNITY MEMBERS IN ORDER TO PRIORITIZE THE ISSUES AND DETERMINE THE PROPER SOLUTIONS TO THESE PROBLEMS WHETHER THIS MEANS GRANT WRITING, FUNDRAISING, OR COLLABORATING WITH COMMUNITY PARTNERS. THE ORGANIZATION USES COMMUNITY INPUT TO SOLVE COMMUNITY ISSUES. 0 0 270532 BUTLER COUNTY UNITED WAY CONNECTS AND MOBILIZES RESOURCES TO IMPROVE LIVES. THE RESOURCES MAY INCLUDE FUNDRAISING, GRANT WRITING, OR DEVELOPING COLLABORATIONS THAT BEST ADDRESS THE IDENTIFIED ISSUES. THE BUTLER COUNTY UNITED WAY'S EFFORTS ARE ALIGNED WITH UNITED WAY WORLDWIDE AND SURROUNDING UNITED WAYS. THE FOCUS IS BASED ON THREE BUILDING BLOCKS FOR INDIVIDUALS AND FAMILIES TO ACHIEVE THEIR HUMAN POTENTIAL THROUGH EDUCATION, INCOME, AND HEALTH. 1026753 1026753 THERE ARE THREE SEPARATE ACTION COUNCILS TO FOCUS ON EACH BUILDING BLOCK, THOSE ARE EDUCATION, INCOME (SELF SUFFICIENCY) AND HEALTH. EACH COUNCIL IS COMPOSED OF COMMUNITY EXPERTS AND PROGRAM EXPERTS, WHO DEVELOPED THE PROPOSED STRATEGIES AND MEASURABLE INDICATORS FOR THE RFPS RELEASED TO ALL NON-PROFITS IN BUTLER COUNTY. THE THREE COUNCILS' MEMBERS MANAGED THE PROCESS, INCLUDED REVIEWING ALL PROPOSALS, AND THEN MAKING AWARDS TO THOSE MOST IN ALIGNMENT WITH THE OUTCOMES IDENTIFIED IN THE RFP. RECOMMENDATIONS OF THE THREE COUNCILS ARE SUBMITTED FOR APPROVAL TO THE BOARD OF TRUSTEES FOR A FINAL DETERMINATION. 1297285 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 14 0 1 6 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X KATHY SWINNEY 5138630800 323 NORTH THIRD STREET HAMILTON OH 45011 JAMIE JORDAN MEMBER 0.80 X 0 0 0 ANDREW SCHNELL MEMBER 0.80 X 0 0 0 WALTER ZANCAN JR MEMBER 0.80 X 0 0 0 SUSAN BREMER MEMBER 0.80 X 0 0 0 JEFF EBERLEIN MEMBER 0.80 X 0 0 0 JOHN WHELPTON MEMBER 0.80 X 0 0 0 CATHERINE EVANS MEMBER 0.80 X 0 0 0 KIM MCKINNEY MEMBER 0.80 X 0 0 0 RICK PATE MEMBER 0.80 X 0 0 0 RON ROLFING MEMBER 0.80 X 0 0 0 QUINTON MOSS MEMBER 0.80 X 0 0 0 LAUREN NELSON MEMBER (TERM END 2/22) 0.80 X 0 0 0 PETER ABNER CHAIRPERSON 0.80 X X 0 0 0 LARRY MULLIGAN VICE CHAIRPERSON 0.80 X X 0 0 0 KEVIN MCKINNEY TREASURER 0.80 X X 0 0 0 NABILA AHMAD SECRETARY 0.80 X X 0 0 0 KRYSTAL TIPTON PRESIDENT/CEO 40.00 X 83119 0 11792 83119 0 11792 0 0 0 0 0 880263 29072 1611252 37828 2520587 13721 13721 4669 63 4606 4606 4606 15169 29072 23921 -8752 -8752 2530162 0 0 9575 1026753 1026753 96871 43593 8719 44559 214947 96321 20186 98440 42665 23836 3215 15614 22723 10110 2223 10390 200 89 46 65 23150 10355 5267 7528 4435 4435 8760 3918 1993 2849 16730 8765 952 7013 19801 7634 7682 4485 36496 20802 2613 13081 2459 1726 639 94 2859 1553 83 1223 23667 23667 3527 1552 529 1446 EQUIP MAINTENANCE & REN 38184 20356 3140 14688 AWARDS AND INCENTIVES 20859 18892 1590 377 MEMBERSHIP DUES 1915 1030 395 490 1607001 1297285 87374 222342 222234 496711 224290 272596 593826 522012 516560 509937 10150 6623 516092 459365 157381 869594 1723973 2626901 15890 15187 91700 130111 787073 988826 894663 1134124 X 779310 722444 50000 770333 829310 1492777 1723973 2626901 X 923161 -209694 -50000 X X 0 1 X 1 0 X 2103031 1873870 2123314 1644767 2520587 10265569 2103031 1873870 2123314 1644767 2520587 10265569 2802679 7462890 18165 18744 11752 10787 13721 73169 7501 7501 10346239 145682 0.72130 0.68340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 213242 -4 213238 213610 -368 213242 209810 3800 213610 205986 3824 209810 204275 1711 205986 1.00000 0.00000 0.00000 1 0 389356 382733 6623 127204 127204 0 6623 BENEFICIAL INTEREST 820407 RESTRICTED CASH - FISCAL AGENT 49187 869594 ALLOCATIONS PAYABLE 988826 988826 X 2029167 -209694 42150 -167544 2196711 4435 329016 333451 2530162 1365700 42150 42150 1323550 4435 279016 283451 1607001 PART IV, LINE 2B: DESIGNATIONS PAYABLE TO OTHER UNITED WAY ORGANIZATIONS: FUNDS RECEIVED OR RECEIVABLE THAT MUST BE DISTRIBUTED TO OTHER UNITED WAY AGENCIES ARE CLASSIFIED AS AN ASSET AND A CORRESPONDING LIABILITY IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION. SINCE THE ORGANIZATION ACTS AS THE CUSTODIAL AGENT OF THESE FUNDS, NO AMOUNTS ARE RECOGNIZED IN NET CAMPAIGN REVENUE IN THE ACCOMPANYING STATEMENTS OF ACTIVITIES. AS OF JUNE 30, 2022 AND 2021, THE ORGANIZATION OWED $80,924 AND $61,686 TO OTHER UNITED WAY AGENCIES. THE ORGANIZATION ACTS AS A FISCAL AGENT FOR OTHER NONPROFIT AGENCIES. THE ORGANIZATION MAINTAINS SEPARATE LEDGER AND SELF-BALANCING ACCOUNTS FOR RESTRICTED CASH AND THE RELATED AMOUNTS DUE TO OTHER NONPROFIT AGENCIES. AS OF JUNE 30, 2022 AND 2021, THE ORGANIZATION OWED $49,187 AND $30,014 TO OTHER FISCAL AGENCIES. PART V, LINE 4: THE BOARD DESIGNATED CASH AND INVESTMENTS FOR THE PURPOSE OF MAINTAINING APPROXIMATELY TWO TO THREE MONTHS OF RESERVES FOR FUTURE ALLOCATIONS TO SUPPORTED AGENCIES AND PROGRAMS PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"). THE ORGANIZATION IS NOT CONSIDERED A PRIVATE FOUNDATION WITHIN THE MEANING OF THE IRC. THE ORGANIZATION RECOGNIZES UNCERTAIN INCOME TAX POSITIONS USING THE "MORE-LIKELY-THAN-NOT" APPROACH AS DEFINED IN THE ASC. NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE PLEDGES 50,000. AMOUNTS DESIGNATED BY DONORS 260,903. SPECIAL EVENT EXPENSES MOVED TO STATEMENT OF FUNCTIONAL EXPENSES 18,113. PART XII, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS DESIGNATED BY DONORS 260,903. SPECIAL EVENT EXPENSES MOVED TO STATEMENT OF FUNCTIONAL EXPENSES 18,113. GOLF UNITED CLASSIC 44241 29072 15169 683 760 2015 8600 1200 10663 44241 29072 15169 683 760 2015 8600 1200 10663 23921 -8752 1 4C FOR CHILDREN 2100 SHERMAN AVE 300 CINCINNATI OH 45212 310823634 501 C (3) 20000 0 ADVANCING TO HIGH QUALITY; DONOR DESIGNATIONS AMERICAN RED CROSS CINCINNATI DAYTON REGION AMERICAN RED CROSS 2111 DANA AVE CINCINNATI OH 45207 530196605 501 C (3) 15000 0 EMERGENCY DISASTER SERVICES, DONOR DESIGNATIONS AXIS TEEN CENTERS-EDGE TEEN CENTER 7568 WYANDOT LANE 2 LIBERTY TOWNSHIP OH 45044 261438129 501 C (3) 8000 0 ACADEMIC SUCCESS; DONOR DESIGNATIONS BIG BROTHERS BIG SISTERS 1755 S ERIE BLVD SUITE D HAMILTON OH 45011 310846147 501 C (3) 50000 0 ONE TO ONE MENTORING; DONOR DESIGNATIONS BOYS & GIRLS CLUB OF HAMILTON 958 EAST AVE HAMILTON OH 45011 310616383 501 C (3) 45000 4212 ESTIMATED VALUE FOOD AND TOYS AFTER SCHOOL/SUMMER YOUTH; DONOR DESIGNATIONS BOYS & GIRLS CLUB OF WCL 8749 CINCINNATI DAYTON ROAD WEST CHESTER TOWNSHIP OH 45069 463631593 501 C (3) 13000 0 POWER HOUR; DONOR DESIGNATIONS BUTLER COUNTY CASA 284 N FAIR AVE HAMILTON OH 45011 311230170 501 C (3) 40000 2991 ESTIMATED VALUE TOYS PARACHUTE: CASA; DONOR DESIGNATIONS BUTLER COUNTY EDUCATION SERVICE CENTER 400 N ERIE BLVD A HAMILTON OH 45011 311628467 501 C (3) 30000 9260 ESTIMATED VALUE SCHOOL SUPPLIES AND CLOTHING EVERY CHILD SUCCEEDS; DONOR DESIGNATIONS BUTLER COUNTY SPECIAL OLYMPICS 1809 GLOUCESTER DR FAIRFIELD OH 45014 311291263 501 C (3) 13000 0 SPECIAL OLYMPICS; DONOR DESIGNATIONS CANCER FAMILY CARE 4790 RED BANK EXPRESSWAY SUITE 128 CINCINNATI OH 45227 310805286 501 C (3) 10000 0 CENTER FOR INDIVIDUAL AND FAMILY COUNSELING; DONOR DESIGNATIONS CATHOLIC CHARITIES OF SW OHIO 1910 FAIRGROVE AVE SUITE B HAMILTON OH 45011 530196617 501 C (3) 41000 0 PARENT PROJECT; COMPREHENSIVE BEHAVIORAL HEALTH; DONOR DESIGNATIONS CINCINNATI ASSOCIATION FOR THE BLIND AND VISUALLY IMPAIRED 2045 GILBERT AVENUE CINCINNATI OH 45202 310538511 501 C (3) 10000 0 VISION REHABILITATION SERVICES ENVISION PARTNERSHIPS 2935 HAMILTON MASON RD HAMILTON OH 45011 310784671 501 C (3) 30000 0 PROJECT SUCCESS; DONOR DESIGNATIONS FAIRFIELD CITY SCHOOL DISTRICT 4641 BACH LANE FAIRFIELD OH 45011 316000798 501 C (3) 10000 0 YOUTH WELLBEING & RESILIENCY; DONOR DESIGNATIONS FAMILY PROMISE OF BUTLER COUNTY INC PO BOX 95 HAMILTON OH 45012 472155537 501 C (3) 10000 0 SERVICE COORDINATION FOR DIVERSION; DONOR DESIGNATIONS FAMILY RESOURCE CENTER 5445 COLLEGE CORNER PIKE OXFORD OH 45056 310958091 501 C (3) 15000 0 EMERGENCY ASSISTANCE FUNDS; DONOR DESIGNATIONS GREAT MIAMI VALLEY YMCA 105 N 2ND STREET HAMILTON OH 45011 310536719 501 C (3) 32000 0 BTW COLLABORATION; DONOR DESIGNATIONS HAMILTON LIVING WATER MINISTRY 510 SOUTH EIGHTH ST HAMILTON OH 45011 262606598 501 C (3) 20000 0 BUILDING SUCCESS; DONOR DESIGNATIONS HOPE HOUSE RESCUE MISSION 34 S MAIN ST MIDDLETOWN OH 45044 311254976 501 C (3) 10000 7344 ESTIMATED VALUE SCHOOL SUPPLIES AND CLOTHING EMERGENCY SHELTER; DONOR DESIGNATIONS LIFESPAN 1900 FAIRGROVE AVE HAMILTON OH 45011 310536660 501 C (3) 15000 0 SCHOOL BASED SOCIAL SERVICES; DONOR DESIGNATIONS OXFORD SENIOR CITIZENS INC 922 TOLLGATE DRIVE OXFORD OH 45056 310934786 501 C (3) 23188 0 ADULT DAY SERVICES, OUTREACH SERVICES, SENIOR AND MEDICAL TRANSPORTATION; DONOR DESIGNATIONS PRIMARY HEALTH SOLUTIONS 300 HIGH STREET HAMILTON OH 45011 311694200 501 C (3) 20000 0 ACCESS TO INTEGRATED DENTAL CARE; DONOR DESIGNATIONS SHARED HARVEST 5901 DIXIE HWY FAIRFIELD OH 45014 311096571 501 C (3) 60000 0 BACKPACK/COMPREHENSIVE HUNGER RELIEF; DONOR DESIGNATIONS SOJOURNER RECOVERY SERVICES 515 DAYTON ST HAMILTON OH 45011 311070029 501 C (3) 12000 0 PERINATAL SERVICES; DONOR DESIGNATIONS TALAWANDA OXFORD PANTRY AND SOCIAL SERVICES 400 W WITHROW STREET OXFORD OH 45056 510596248 501 C (3) 6000 0 FOOD ASSISTANCE; DONOR DESIGNATIONS WOMEN HELPING WOMEN 215 E 9TH ST CINCINNATI OH 45202 310864991 501 C (3) 20000 0 BUTLER COUNTY RAPE CRISES; DONOR DESIGNATIONS YWCA 244 DAYTON ST HAMILTON OH 45011 310537167 501 C (3) 30000 0 DOVE HOUSE; DONOR DESIGNATIONS MOTHER TERESA CATHOLIC ELEMENTARY SCHOOL 7197 MOTHER TERESA LANE LIBERTY TOWNSHIP OH 45044 311591737 501 C (3) 5689 0 DONOR DESIGNATIONS 30 0 PART I, LINE 2: FUNDING DECISIONS ARE DETERMINED USING THE FOLLOWING PROGRAM OUTCOMES REVIEW, UNITED WAY'S FUNDING AGREEMENT CRITERIA, AVAILABLE FUNDS PER IMPACT AREA OUTCOME AND PROGRAM DEVELOPMENT TECHNICAL SUPPORT WAS OFFERED TO ALL AGENCIES THROUGHOUT THE YEAR. X 10748 FMV X SCHOOL SUPPLIES 0 19878 X TEDDY BEARS AND TOYS 0 6586 X FOOD ITEMS 0 616 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE TRUSTEES SHALL BE CONSIDERED THE MEMBERS IN ACCORDANCE WITH OHIO REVISED CODE SECTION 1702.14, AS IT MAY BE AMENDED. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES SHALL HAVE THE CONTROL AND MANAGEMENT OF THE BUSINESS AND PROPERTY OF THE CORPORATION. IT MAY ADOPT BY-LAWS NOT INCONSISTENT WITH THESE REGULATIONS. IT MAY FILL VACANCIES, FOR UNEXPIRED TERMS, IN ITS OWN MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE COPY OF THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ASKS THE BOARD OF TRUSTEES TO DISCLOSE ANY CONFLICT OF INTEREST ISSUES ON AN ANNUAL BASIS. THE ORGANIZATION ALSO WILL ADDRESS ANY POTENTIAL CONFLICTS THAT ARISE THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION B, LINE 15A THE CEO RECEIVES AN ANNUAL PERFORMANCE REVIEW BY THE BOARD OF TRUSTEES. A FAVORABLE REVIEW LEADS TO A COMPENSATION INCREASE IF FUNDS ARE AVAILABLE. THE UNITED WAY OF AMERICA SALARY SURVEY IS USED IN AN EFFORT TO KEEP COMPENSATION AT THE INDUSTRY STANDARD. THERE ARE NO OTHER COMPENSATED OFFICERS OR KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENT AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: PROVISION FOR UNCOLLECTIBLE PLEDGES -50,000. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES (OTHER THAN MEMBERSHIP CHANGES) TO THE AUDIT COMMITTEE.