2022-03-10T10:00:46-06:00 2021-06-30 271235638 MCM CPAS & ADVISORS LLP 201 EAST FIFTH STREET SUITE 2100 CINCINNATI OH 45202 990 2020-07-01 310734490 BUTLER COUNTY UNITED WAY BUTL 5138630800 323 NORTH THIRD STREET HAMILTON OH 45011 KRYSTAL TIPTON PRESIDENT AND CEO 5138630800 2022-02-14 1 KRYSTAL TIPTON 999009999 ANNAMARIE REILLY CPA P00431897 5135791717 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z KRYSTAL TIPTON 323 NORTH THIRD STREET HAMILTON OH 45011 1672004 0 X WWW.BC-UNITEDWAY.ORG X 1920 OH CONNECT RESOURCES TO IMPORTANT COMMUNITY NEEDS 17 17 8 3536 0 0 2123314 1644767 0 0 11988 10652 0 0 2135302 1655419 1396836 989744 0 0 426050 391237 0 0 193916 178273 156908 2001159 1537889 134143 117530 1713325 1723973 1039911 894663 673414 829310 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 265546 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. 989744 989744 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. 1255290 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 1 8 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X KATHY SWINNEY 5138630800 323 NORTH THIRD STREET HAMILTON OH 45011 MARGARET BAKER PRESIDENT/CEO (TERM END 2/28/21) 40.00 X 100003 0 17154 SHAWN HAMILTON MEMBER 0.80 X 0 0 0 AMY MACECHKO MEMBER 0.80 X 0 0 0 WALTER ZANCAN JR MEMBER 0.80 X 0 0 0 LEE GEIGER 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 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 (START 3/1/21) 42.00 X 0 0 0 100003 0 17154 1 0 0 0 0 552506 70795 1021466 149530 1644767 10787 10787 16450 16585 -135 -135 -135 1655419 0 0 10652 989744 989744 109441 56910 9850 42681 221837 114709 18970 88158 35643 20125 2228 13290 24316 12760 1832 9724 200 65 88 47 23350 7568 10283 5499 4784 4784 12411 4022 5466 2923 11472 6325 1571 3576 10246 5272 2641 2333 21922 11786 1632 8504 474 389 52 33 1231 301 234 696 23656 23656 3527 1552 529 1446 EQUIP MAINTENANCE & REN 36669 19603 2922 14144 MISCELLANEOUS 4776 3145 1500 131 MEMBERSHIP DUES 2190 1014 445 731 1537889 1255290 88683 193916 252624 222234 294003 224290 691157 593826 516560 506410 13677 10150 298875 516092 162989 157381 1713325 1723973 19507 15890 111708 91700 70795 0 837901 787073 1039911 894663 X 612664 779310 60750 50000 673414 829310 1713325 1723973 X 117530 118366 -80000 X X 0 1 X 1 0 X 1696119 2103031 1873870 2123314 1644767 9441101 1696119 2103031 1873870 2123314 1644767 9441101 2929152 6511949 16826 18165 18744 11752 10787 76274 3392 7501 10893 9528268 269939 0.68340 0.70580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 213610 -368 213242 209810 3800 213610 205986 3824 209810 204275 1711 205986 204603 -328 204275 1.00000 0.00000 0.00000 1 0 389356 379206 10150 127204 127204 0 10150 BENEFICIAL INTEREST 127367 RESTRICTED CASH - FISCAL AGENT 30014 157381 ALLOCATIONS PAYABLE 787073 787073 X 1416022 118366 42800 161166 1254856 4784 395779 400563 1655419 1260126 42800 42800 1217326 4784 315779 320563 1537889 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, 2021 AND 2020, THE ORGANIZATION OWED $61,686 AND $49,353 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, 2021 AND 2020, THE ORGANIZATION OWED $30,014 AND $62,355 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 80,000. DONOR DESIGNATED FUNDS 312,894. SPECIAL EVENT EXPENSES MOVED TO STATEMENT OF FUNCTIONAL EXPENSES 2,885. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED FUNDS 312,894. SPECIAL EVENT EXPENSES MOVED TO STATEMENT OF FUNCTIONAL EXPENSES 2,885. 1 4C FOR CHILDREN 2100 SHERMAN AVE 300 CINCINNATI OH 45212 310823634 501 C (3) 20000 ADVANCING TO HIGH QUALITY AMERICAN RED CROSS CINCINNATI DAYTON REGION AMERICAN RED CROSS 2111 DANA AVE CINCINNATI OH 45207 530196605 501 C (3) 15000 EMERGENCY DISASTER SERVICES AXIS TEEN CENTERS-EDGE TEEN CENTER 7568 WYANDOT LANE 2 LIBERTY TOWNSHIP OH 45044 261438129 501 C (3) 8000 ACADEMIC SUCCESS BIG BROTHERS BIG SISTERS 1755 S ERIE BLVD SUITE D HAMILTON OH 45011 310846147 501 C (3) 50000 ONE TO ONE MENTORING BOYS & GIRLS CLUB OF HAMILTON 958 EAST AVE HAMILTON OH 45011 310616383 501 C (3) 45000 199 ESTIMATED VALUE FOOD AFTER SCHOOL/SUMMER YOUTH BOYS & GIRLS CLUB OF WCL 8749 CINCINNATI DAYTON ROAD WEST CHESTER TOWNSHIP OH 45069 463631593 501 C (3) 13000 POWER HOUR BUTLER COUNTY CASA 284 N FAIR AVE HAMILTON OH 45011 311230170 501 C (3) 40000 480 ESTIMATED VALUE TEDDY BEARS PARACHUTE: CASA BUTLER COUNTY EDUCATION SERVICE CENTER 400 N ERIE BLVD A HAMILTON OH 45011 311628467 501 C (3) 30000 8237 ESTIMATED VALUE FOOD, CLOTHING AND TOYS EVERY CHILD SUCCEEDS BUTLER COUNTY SPECIAL OLYMPICS 1809 GLOUCESTER DR FAIRFIELD OH 45014 311291263 501 C (3) 13000 SPECIAL OLYMPICS CANCER FAMILY CARE 4790 RED BANK EXPRESSWAY SUITE 128 CINCINNATI OH 45227 310805286 501 C (3) 10000 CENTER FOR INDIVIDUAL AND FAMILY COUNSELING. CATHOLIC CHARITIES OF SW OHIO 1910 FAIRGROVE AVE SUITE B HAMILTON OH 45011 530196617 501 C (3) 41000 PARENT PROJECT; COMPREHENSIVE BEHAVIORAL HEALTH CINCINNATI ASSOCIATION FOR THE BLIND AND VISUALLY IMPAIRED 2045 GILBERT AVENUE CINCINNATI OH 45202 310538511 501 C (3) 10000 VISION REHABILITATION SERVICES ENVISION PARTNERSHIPS 2935 HAMILTON MASON RD HAMILTON OH 45011 310784671 501 C (3) 30000 PROJECT SUCCESS FAIRFIELD CITY SCHOOL DISTRICT 4641 BACH LANE FAIRFIELD OH 45011 316000798 501 C (3) 10000 YOUTH WELLBEING & RESILIENCY FAIRFIELD FOOD PANTRY 78 DONALD DRIVE FAIRFIELD OH 45014 311468906 501 C (3) 6000 DONOR DESIGNATIONS FAMILY PROMISE OF BUTLER COUNTY INC PO BOX 95 HAMILTON OH 45012 472155537 501 C (3) 10000 SERVICE COORDINATION FOR DIVERSION FAMILY RESOURCE CENTER 5445 COLLEGE CORNER PIKE OXFORD OH 45056 310958091 501 C (3) 15000 EMERGENCY ASSISTANCE FUNDS FITTON CENTER FOR CREATIVE ARTS 101 S MONUMENT AVENUE HAMILTON OH 45011 310736673 501 C (3) 5000 COMMUNITY OUTREACH GREAT MIAMI VALLEY YMCA 105 N 2ND STREET HAMILTON OH 45011 310536719 501 C (3) 32000 82 ESTIMATED VALUE SPORTING GOODS BTW COLLABORATION HAMILTON LIVING WATER MINISTRY 510 SOUTH EIGHTH ST HAMILTON OH 45011 262606598 501 C (3) 20000 BUILDING SUCCESS HOPE HOUSE RESCUE MISSION 34 S MAIN ST MIDDLETOWN OH 45044 311254976 501 C (3) 10000 2063 ESTIMATED VALUE SOCKS EMERGENCY SHELTER LIFESPAN 1900 FAIRGROVE AVE HAMILTON OH 45011 310536660 501 C (3) 15000 SCHOOL BASED SOCIAL SERVICES MOTHER TERESA CATHOLIC ELEMENTARY 7197 MOTHER TERESA LANE LIBERTY TOWNSHIP OH 45044 311591737 501 C (3) 8007 DONOR DESIGNATIONS OXFORD COLLEGE CORNER FREE CLINIC 5151 MORNING SUN ROAD OXFORD OH 45056 204253386 501 C (3) 5000 MEDICATION AND TESTING PROGRAM OXFORD SENIOR CITIZENS INC 922 TOLLGATE DRIVE OXFORD OH 45056 310934786 501 C (3) 22000 ADULT DAY SERVICES, OUTREACH SERVICES, SENIOR AND MEDICAL TRANSPORTATION PRIMARY HEALTH SOLUTIONS 300 HIGH STREET HAMILTON OH 45011 311694200 501 C (3) 20000 ACCESS TO INTEGRATED DENTAL CARE SHARED HARVEST 5901 DIXIE HWY FAIRFIELD OH 45014 311096571 501 C (3) 60000 BACKPACK/COMPREHENSIVE HUNGER RELIEF SOJOURNER RECOVERY SERVICES 515 DAYTON ST HAMILTON OH 45011 311070029 501 C (3) 12000 132536 ESTIMATED VALUE CLOTHING & CLEANING SUPPLIES PERINATAL SERVICES TALAWANDA OXFORD PANTRY AND SOCIAL SERVICES 400 W WITHROW STREET OXFORD OH 45056 510596248 501 C (3) 6000 FOOD ASSISTANCE TALAWANDA SCHOOL DISTRICT 131 WEST CHESTNUT STREET OXFORD OH 45056 316005340 501 C (3) 1000 BUILDING A HEALTHIER COMMUNITY WOMEN HELPING WOMEN 215 E 9TH ST CINCINNATI OH 45202 310864991 501 C (3) 20000 BUTLER COUNTY RAPE CRISES YWCA 244 DAYTON ST HAMILTON OH 45011 310537167 501 C (3) 30000 DOVE HOUSE NEWPATH CHILD & FAMILY SOLUTIONS 5400 EDALBERT DRIVE CINCINNATI OH 45239 310537147 501 C (3) 8445 DONOR DESIGNATIONS 34 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 143930 FMV X SCHOOL SUPPLIES 0 2657 X TEDDY BEARS AND TOYS 0 1491 X FOOD ITEMS 0 1452 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 15 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. 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 -80,000. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES (OTHER THAN MEMBERSHIP CHANGES) TO THE AUDIT COMMITTEE.