2023-05-15T11:50:30-05:00 2022-06-30 BDO USA LLP 100 PARK AVENUE NEW YORK NY 100175001 990 2021-07-01 346516654 United Way of Greater Cleveland % DEBORAH ENTY CFO UNIT 2164362100 1331 EUCLID AVENUE CLEVELAND OH 441151854 DEBORAH ENTY CFO 2164362100 2023-05-15 true DEBORAH ENTY 999009999 Paul Hammerschmidt P01384178 2128858000 2 2021 2023-04-26 12:10:37Z Sharon Sobol Jordan 1331 EUCLID AVENUE CLEVELAND OH 441151854 18648897 false 5378 X WWW.UNITEDWAYCLEVELAND.ORG X 1960 OH TO EMPOWER PEOPLE AND PROVIDE RESOURCES TO CREATE SOLUTIONS TO BREAK THE CYCLE OF POVERTY AND IMPROVE LIVES IN THE GREATER CLEVELAND COMMUNITY. 68 67 146 3000 0 0 16888003 15271033 6904432 2572197 774778 520454 113641 220553 24680854 18584237 8995973 5084399 0 0 8363315 8092829 0 0 3238952 5685513 5083895 23044801 18261123 1636053 323114 38985633 37317556 32047790 29850576 6937843 7466980 X UNITED WAY OF GREATER CLEVELAND SERVES AS A CRITICAL COMMUNITY CONVENER, GENERATING AND COORDINATING RESOURCES ACROSS INDIVIDUAL DONORS, CORPORATION, SERVICE PROVIDERS AND GOVERNMENT AND CIVIC LEADERS TO IMPROVE LIVES AND STRENGTHEN THE COMMUNITY ON A MEANINGFUL SCALE. false false 6649611 5084399 0 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, UNITED BLACK FUND, AND THE JEWISH COMMUNITY FEDERATION. 2769231 0 1543318 INFORMATION & REFERRAL - UNITED WAY SERVES AS THE GATEWAY TO 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. 127,178 CLIENTS WERE CONNECTED WITH MORE THAN 1,854 ORGANIZATIONS. 1061539 0 437274 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. 90,000 CLIENTS WERE PROVIDED HEALTH SCREENINGS AND 4,000 RECEIVED ASSISTANCE TO ADDRESS HEALTH RELATED SOCIAL NEEDS. 784615 0 591605 11264996 true true false true false false false false true true true true false false true true false true false false false false false false true false false true false true false false false false false false false false false false false false true true true true false false true 30 0 true 146 true false false false false false true true false false false false false false X 68 67 false false false false false false false true true false true true true true true true true true true false false OH X X DEBORAH ENTY CFO 2164362100 1331 EUCLID AVENUE CLEVELAND OH 44115 X AUGUST A NAPOLI JR PRESIDENT & CEO, SECRETARY 39.0 1.0 X X 338113 0 27362 HELEN FORBES FIELDS EXECUTIVE VP & GENERAL COUNSEL 39.0 1.0 X 165021 0 33806 DEBORAH ENTY CFO & VP FINANCE 39.0 1.0 X 173527 0 22524 AARON PETERSAL VP, RD OPERATION 39.0 1.0 X 148153 0 38542 WILLIAM WINANS VP, BRAND STRATEGY & MARKETING 39.0 1.0 X 148153 0 38182 JULIANNE GOZAR thru 1221 VP HR & OPERATIONS 39.0 1.0 X 165834 0 10081 Stephen Stetz Director of IT 39.0 1.0 X 118500 0 29658 Paul J Dolan CHAIRMAN OF THE BOARD 4.0 0.3 X X 0 0 0 Enid B Rosenberg CHAIR, FIRST VICE 2.0 0.2 X X 0 0 0 Ira C Kaplan CHAIR, SECOND VICE 2.0 0.2 X X 0 0 0 Andrew J Paine III CHAIR, FINANCE & TREASURER 2.0 0.2 X X 0 0 0 Patrick M Pastore CHAIR, RD COMMITTEE 2.0 0.2 X X 0 0 0 Dee Bagwell Haslam CHAIR, MRKT & BRAND STRATEGY 2.0 0.2 X X 0 0 0 Keith J Libman CHAIR, AUDIT COMMITTEE 2.0 0.2 X X 0 0 0 James A Ratner CHAIR, GOVERNANCE & NOMINATING 2.0 0.2 X X 0 0 0 George A Sample CHAIR, HR COMMITTEE 2.0 0.2 X X 0 0 0 Felton Thomas Jr CHAIR, COMMUNITY INVESTMENT 2.0 0.2 X X 0 0 0 SONALI B WILSON ESQ CHAIR, PUBLIC POLICY COMMITTEE 2.0 0.2 X X 0 0 0 Chris Adams DIRECTOR 1.0 0.1 X 0 0 0 Thomas Adler DIRECTOR 1.0 0.1 X 0 0 0 Harriet Applegate DIRECTOR 1.0 0.1 X 0 0 0 Craig Arnold DIRECTOR 1.0 0.1 X 0 0 0 Edward J Bell DIRECTOR 1.0 0.1 X 0 0 0 India L Birdsong DIRECTOR 1.0 0.1 X 0 0 0 Kip T Bolin from 921 DIRECTOR 1.0 0.1 X 0 0 0 Maynard Buck DIRECTOR 1.0 0.1 X 0 0 0 Marc S Byrnes DIRECTOR 1.0 0.1 X 0 0 0 Matt Carroll DIRECTOR 1.0 0.1 X 0 0 0 Nabil Chehade MD DIRECTOR 1.0 0.1 X 0 0 0 Jenice Contreras DIRECTOR 1.0 0.1 X 0 0 0 Michelle L Connell DIRECTOR 1.0 0.1 X 0 0 0 John R Corlett DIRECTOR 1.0 0.1 X 0 0 0 Delos M Cosgrove DIRECTOR 1.0 0.1 X 0 0 0 Colleen Cotter DIRECTOR 1.0 0.1 X 0 0 0 Karen R Cronin DIRECTOR 1.0 0.1 X 0 0 0 Joe Dirocco DIRECTOR 1.0 0.1 X 0 0 0 David C Fulton Jr DIRECTOR 1.0 0.1 X 0 0 0 Patrick Gareau DIRECTOR 1.0 0.1 X 0 0 0 Eric S Gordon DIRECTOR 1.0 0.1 X 0 0 0 Andre Gremillet DIRECTOR 1.0 0.1 X 0 0 0 Jerome Grisko from 921 DIRECTOR 1.0 0.1 X 0 0 0 Howard Hanna DIRECTOR 1.0 0.1 X 0 0 0 J David Heller DIRECTOR 1.0 0.1 X 0 0 0 Stephen Hoffman DIRECTOR 1.0 0.1 X 0 0 0 Andrea M Hogben DIRECTOR 1.0 0.1 X 0 0 0 Elizabeth Hijar DIRECTOR 1.0 0.1 X 0 0 0 Bonnie C Hughes McNee DIRECTOR (from 7/21) 1.0 0.1 X 0 0 0 Hon Frank G Jackson DIRECTOR 1.0 0.1 X 0 0 0 Len Komoroski DIRECTOR 1.0 0.1 X 0 0 0 Susan D Krantz DIRECTOR 1.0 0.1 X 0 0 0 Alex Johnson PhD DIRECTOR (thru 11/21) 1.0 0.1 X 0 0 0 Joy D Johnson from 522 DIRECTOR 1.0 0.1 X 0 0 0 William F Lacey thru 322 DIRECTOR 1.0 0.1 X 0 0 0 Cecil J Lipscomb DIRECTOR 1.0 0.1 X 0 0 0 Kevin Martin DIRECTOR 1.0 0.1 X 0 0 0 Tomislav Mihaljevic DIRECTOR 1.0 0.1 X 0 0 0 Dr David B Miller DIRECTOR 1.0 0.1 X 0 0 0 Shari Obrenski DIRECTOR 1.0 0.1 X 0 0 0 Daniel O'Malley DIRECTOR 1.0 0.1 X 0 0 0 Jeffrey K Patterson DIRECTOR 1.0 0.1 X 0 0 0 Kim Meisel Pesses DIRECTOR 1.0 0.1 X 0 0 0 Allison Taller Reich DIRECTOR 1.0 0.1 X 0 0 0 Monte Repasky from 1121 DIRECTOR 1.0 0.1 X 0 0 0 Ronald B Richard DIRECTOR 1.0 0.1 X 0 0 0 Brian J Richardson DIRECTOR 1.0 0.1 X 0 0 0 Erika Rudin-Luria DIRECTOR 1.0 0.1 X 0 0 0 Victor Ruiz DIRECTOR 1.0 0.1 X 0 0 0 Jasmin Santana DIRECTOR 1.0 0.1 X 0 0 0 Beverly J Schneider DIRECTOR 1.0 0.1 X 0 0 0 Gregory L Stefani DIRECTOR 1.0 0.1 X 0 0 0 Taras G Szmagala Jr director 1.0 0.1 X 0 0 0 Paul L Wellener IV director 1.0 0.1 X 0 0 0 Vanessa L Whiting Esq director 1.0 0.1 X 0 0 0 Daniel P Walsh Jr director 1.0 0.1 X 0 0 0 Lorna Wisham Director 1.0 0.1 X 0 0 0 Jeffrey D Zimon DIRECTOR 0.1 1.0 X 0 0 0 1257301 0 200155 7 false true false Marcus Thomas LLC PO BOX 74694 CLEVELAND OH 44194 Advertising & Media 205510 COMMUNITY COUNSELING SERVICE CO L PO BOX 824885 PHILADELPHIA PA 19182 CONSULTING SERVICES 200500 STAFFING SOLUTIONS 51915 LANDERBROOK DRIVE Suite 100 MARYFIELD HEIGHTS OH 44124 TEMPORARY STAFFING 196780 Stout Risius Ross LLC PO Box 71770 CHICAGO IL 60694 CONSULTING SERVICES 171523 LAKETEC COMMUNICATIONS INC 27881 LORAIN ROAD NORTH OLMSTED OH 44070 INFORMATION TECH. 145897 6 36756 15234277 15271033 PROGRAM FEES 900099 2572197 2572197 2572197 303806 303806 0 0 0 0 0 216648 216648 216648 216648 64660 36756 64660 0 0 0 0 0 0 MISCELLANEOUS INCOME 900099 220553 220553 220553 18584237 2572197 741007 5084399 5084399 0 0 0 789509 397613 232446 159450 0 5515772 2732443 1618884 1164445 402090 216430 119936 65724 984277 527183 293298 163796 401181 188954 116231 95996 0 62115 62115 127458 127458 35000 35000 0 0 1091763 422937 67392 601434 0 619539 203276 182601 233662 737236 462735 93706 180795 0 888481 462163 187702 238616 55084 1352 53291 441 0 121929 10829 20356 90744 343474 343474 0 731630 426576 126614 178440 140546 89950 25298 25298 DUES & SUBSCRIPTIONS 63883 2456 23494 37933 MISCELLANEOUS EXPENSES 65757 700 62879 2178 18261123 11264996 3757175 3238952 3048070 2666881 723081 993876 13346290 13611609 471593 412134 0 0 0 0 0 0 0 0 14323 191189 24095713 11330051 13414524 12765662 4155527 3487073 3369994 2934219 0 0 0 0 442231 254913 38985633 37317556 1344230 1430479 11815040 11653033 173620 179439 0 0 437062 0 0 0 7570016 7390887 0 0 10707822 9196738 32047790 29850576 X 3642181 4883044 3295662 2583936 6937843 7466980 38985633 37317556 X 323114 -1388486 1594509 X false true X true true true X 31663977 27307161 19187080 16888003 15271033 110317254 0 0 31663977 27307161 19187080 16888003 15271033 110317254 18756141 91561113 259061 134525 92084 99827 303806 889303 104660 104660 0 0 68852 8981 220553 298386 111609603 21932146 0.82037 0.87020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35000 35000 14987171 15022171 901109 225277 1000000 1000000 1000000 1000000 4000000 6000000 50000 42000 35000 127000 250000 250000 250000 250000 1000000 1500000 50000 42000 35000 127000 false true X 7479730 -2079790 350000 36495 5013445 7212422 1377692 1050460 59924 7479730 8480993 79968 1306243 42296 7212422 11326214 335688 3088289 53282 8520331 11996428 910338 1535034 45518 11326214 0.95000 0.05000 false false 512500 512500 21773916 9582417 12191499 1809297 1747634 61663 12765662 HELD AT COMMUNITY FOUNDATION 2215478 F FIXED INCOME ALTERN. INVEST. 718741 F 2934219 0 INTERCOMPANY PAYABLES 5504724 PENSION LIABILITY 3049244 OTHER LIABILITIES 642770 9196738 X 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, 2022. PART V, LINE 1A, COLUMN (C) 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 COMBINED FINANCIAL STATEMENTS. AS OF JUNE 30, 2022, THE ORGANIZATION HAS IDENTIFIED NO UNCERTAIN INCOME TAX POSITIONS AND HAS INCURRED NO AMOUNTS FOR INCOME TAX PENALTIES AND INTEREST FOR THE YEARS THEN ENDED. ANNUAL MEETING 98426 35880 62546 60848 1698 YOUNG LEADERS 2990 876 2114 2035 79 0 101416 36756 64660 62883 1777 64660 true ASIA Inc 3631 Perkins Avenue Cleveland OH 44114 341798850 501(C)(3) 140000 HEALTH PATHWAYS Catholic Charities 7911 Detroit Avenue Cleveland OH 44102 341318541 501(C)(3) 788000 PROGRAM GRANT Frontline Services 1744 Payne Avenue Cleveland OH 44114 341607734 501(C)(3) 220000 HOUSING STABILITY Jewish Federation 1750 Euclid Avenue Cleveland OH 44115 340714445 501(C)(3) 1266000 PROGRAM GRANT Joseph's Home 2412 Comm College Ave Cleveland OH 44115 341901676 501(C)(3) 140000 HOUSING STABILITY Journey Center for Safety & Healing PO Box 602696 Cleveland OH 44102 341278377 501(C)(3) 150000 HOUSING STABILITY Lexington-Bell 7724 Lexington Avenue Cleveland OH 44103 341117206 501(C)(3) 160000 ECONOMIC MOBILITY May Dugan Center 4115 Bridge Avenue Cleveland OH 44113 237061949 501(C)(3) 210000 HEALTH PATHWAYS Spanish American Committee 4407 Lorain Avenue Cleveland OH 44113 341028559 501(C)(3) 240000 ECONOMIC MOBILITY Starting Point 4600 Euclid Avenue Cleveland OH 44103 341650004 501(C)(3) 210000 ECONOMIC MOBILITY Thea Bowman Center 11901 Oakfield Avenue Cleveland OH 44105 522157682 501(C)(3) 200000 HEALTH PATHWAYS Towards Employment 1255 Euclid Avenue Cleveland OH 44115 341578831 501(C)(3) 210000 ECONOMIC MOBILITY United Black Fund 1621 Euclid Avenue Cleveland OH 44115 341366892 501(C)(3) 460000 PROGRAM GRANT Youth Opportunities Unlimited 1361 Euclid Avenue Cleveland OH 44115 341381135 501(C)(3) 170000 ECONOMIC MOBILITY YWCA of Cleveland Ohio 1801 Superior Avenue Cleveland OH 44114 340714800 501(C)(3) 190000 ECONOMIC MOBILITY 15 PART I, LINE 2: 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. X true true X X false false false false false false false false false AUGUST A NAPOLI JR PRESIDENT & CEO, SECRETARY 338113 0 0 0 0 0 27049 0 313 0 365475 0 0 0 HELEN FORBES FIELDS EXECUTIVE VP & GENERAL COUNSEL 165021 0 0 0 0 0 13202 0 20604 0 198827 0 0 0 DEBORAH ENTY CFO & VP FINANCE 173527 0 0 0 0 0 11713 0 10811 0 196051 0 0 0 AARON PETERSAL VP, RD OPERATION 148153 0 0 0 0 0 8148 0 30394 0 186695 0 0 0 WILLIAM WINANS VP, BRAND STRATEGY & MARKETING 148153 0 0 0 0 0 8148 0 30034 0 186335 0 0 0 JULIANNE GOZAR thru 1221 VP HR & OPERATIONS 165834 0 0 0 0 0 9121 0 960 0 175915 0 0 0 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. FORM 990, PART III, LINE 4D: ECONOMIC MOBILITY PROGRAMS AIM TO CLOSE WAGE GAPS AND BREAK THE CYCLE OF GENERATIONAL POVERTY BY INCREASING ACCESS TO EDUCATION FOR CHILDREN AND PAVING CAREER PATHWAYS FOR ADULTS. EXPENSES: $784,615. GRANTS: $0. REVENUE: $591,905. 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: OTHER COMPONENTS OF NET PERIODIC COST..................... $ (105,244) CHANGE IN INTEREST RATE SWAP...............................$ 898,782 PENSION-RELATED CHANGES OTHER THAN NET PERIODIC COST...... $ 800,971 TOTAL..................................................... $1,594,509 UNITED WAY PROPERTIES LLC 1331 EUCLID AVENUE CLEVELAND OH 44115 PROPERTY MGMT OH 0 0 UWGC UNITED WAY OF GEAUGA COUNTY 209 CENTER STREET CHARDON OH 44024 205575556 COMM ADVANCE OH 501(C)(3) 7 UWGC true CLEVELAND COMMUNITY FUND 1331 EUCLID AVENUE CLEVELAND OH 44115 340714586 SUPPORT ORG. OH 501(C)(3) 12A NA false UW GREATER CLEVELAND PHILANTHROPIC FUND 1331 Euclid Avenue Cleveland OH 44115 842305005 SUPPORT ORG. OH 501(C)(3) 12A UWGC true false false false false true false false false false false false false true true true false false false false