UNITED WAY OF PORTAGE COUNTY INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY OF PORTAGE COUNTY INC (EIN 34-1024769)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-06
IRS object ID
202221269349300237
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-06T10:19:03-04:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341024769EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY OF PORTAGE COUNTY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 845AddressLine1Txt
CityRavennaCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44266ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJESSICA H VARGOPersonNm
Person TitleCPAPersonTitleTxt
Phone3306720432PhoneNum
Signature2022-04-14SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJESSICAPersonFirstNm
Person LastVARGOPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWILLIAM CHILDERSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1999 E MAIN STREETAddressLine1Txt
CityRavennaCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44266ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$782,032GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UWPORTAGE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1967FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionCARING THAT STRENGTHENS OUR COMMUNITY, IMPROVES LIVES, AND MAKES YOUR CONTRIBUTION COUNT IS THE MISSION OF UNITED WAY OF PORTAGE COUNTY.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers655TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$782,601PYContributionsGrantsAmt
CY Contributions Grants$697,360CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$19,613PYInvestmentIncomeAmt
CY Investment Income$11,596CYInvestmentIncomeAmt
PY Other Revenue$26,287PYOtherRevenueAmt
CY Other Revenue$58,340CYOtherRevenueAmt
PY Total Revenue$828,501PYTotalRevenueAmt
CY Total Revenue$767,296CYTotalRevenueAmt
PY Grants And Similar Paid$439,399PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$467,136CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$198,851PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$206,468CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$97,070CYTotalFundraisingExpenseAmt
PY Other Expenses$119,642PYOtherExpensesAmt
CY Other Expenses$129,257CYOtherExpensesAmt
PY Total Expenses$757,892PYTotalExpensesAmt
CY Total Expenses$802,861CYTotalExpensesAmt
PY Revenues Less Expenses$70,609PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$35,565CYRevenuesLessExpensesAmt
Total Assets BOY$1,139,365TotalAssetsBOYAmt
Total Assets EOY$1,199,955TotalAssetsEOYAmt
Total Liabilities BOY$526,033TotalLiabilitiesBOYAmt
Total Liabilities EOY$481,472TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$613,332NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$718,483NetAssetsOrFundBalancesEOYAmt
MissionCARING THAT STRENGTHENS OUR COMMUNITY, IMPROVES LIVES, AND MAKES YOUR CONTRIBUTION COUNT IS THE MISSION OF UNITED WAY OF PORTAGE COUNTY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$291,380ExpenseAmt
Grant$206,721GrantAmt
DescCOMMUNITY IMPACT - INCOME. IN FISCAL YEAR 2021, UNITED WAY OF PORTAGE COUNTY , OHIO ALLOCATED $115,500 TO TO SUPPORT INCOME IN PORTAGE COUNTY. THERE WERE 13 PROGRAMS SELECTED TO PROVIDE THE SERVICES. THE 13 PROGRAMS ALL SERVE CHILDREN AND FAMILIES AND INCLUDE: EMERGENCY HOUSING AND FINANCIAL ASSISTANCE, MEAL AND HOME HELP SERVICES FOR THE ELDERLY, CLOTHING ASSISTANCE, CREDIT COUNSELING, EARLY CHILDHOOD LEARNING ASSISTANCE, AND EMPLOYMENT ASSISTANCE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$223,265ExpenseAmt
Grant$158,397GrantAmt
DescCOMMUNITY IMPACT - HEALTH. IN FISCAL YEAR 2021, UNITED WAY OF PORTAGE COUNTY , OHIO ALLOCATED $88,500 TO SUPPORT HEALTH IN PORTAGE COUNTY. THERE WERE 15 PROGRAMS SELECTED TO PROVIDE THESE SERVICES. THE 16 PROGRAMS ALL SERVE FAMILIES, SENIOR CITIZENS, CHILDREN AND VETERANS. THESE PROGRAMS INCLUDE: MEDICATION AND PSYCHIATRY ASSISTANCE, ADDICTION TREATMENT, ADULT DAY SERVICES, CHILD SEXUAL ABUSE INTERVENTION, COUNSELING SERVICES, CLINIC SERVICES AND MEAL DELIVERY TO ELDERLY COMMUNITY CENTERS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$143,797ExpenseAmt
Grant$102,018GrantAmt
DescCOMMUNITY IMPACT - EDUCATION. IN FISCAL YEAR 2021, UNITED WAY OF PORTAGE COUNTY , OHIO ALLOCATED $57,000 TO SUPPORT EDUCATION IN PORTAGE COUNTY. THERE WERE 4 PROGRAMS SELECTED TO PROVIDE THE SERVICES. THE 6 PROGRAMS ALL SERVE CHILDREN AND FAMILIES AND INCLUDE: AFTER SCHOOL TUTORING, BIG BROTHERS AND BIG SISTERS, JUNIOR ACHEIVEMENT PROGRAMS, YOUTH PROGRAMS, AN EARLY LEARNING CENTER AND VOCATIONAL SERVICES FOR THE DISABLED.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$658,442TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee5EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonWILLIAM CHILDERSPersonNm
Phone3302971424PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1999 E MAIN STREETAddressLine1Txt
CityRavennaCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44266ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
WILLIAM CHILDERS
PRESIDENT & CEO40.000.00Yes (X)Yes (X)$70,005$0$27,910
LAMAR HYLTON
TRUSTEE1.000.00Yes (X)$0$0$0
CRAIG HOLCOMB
TRUSTEE1.000.00Yes (X)$0$0$0
DAVID DIX
TRUSTEE1.000.00Yes (X)$0$0$0
BRIDGET MAHONEY
TRUSTEE1.000.00Yes (X)$0$0$0
KARLO PETRAK
TRUSTEE1.000.00Yes (X)$0$0$0
TODD PEETZ
TRUSTEE1.000.00Yes (X)$0$0$0
ANDY MALITZ
TRUSTEE1.000.00Yes (X)$0$0$0
MICHELE DELGROSS
TRUSTEE1.000.00Yes (X)$0$0$0
KAREN CIPRIANO
TRUSTEE1.000.00Yes (X)$0$0$0
COLIN BOYLE
TRUSTEE1.000.00Yes (X)$0$0$0
BRAD CROMES
TRUSTEE1.000.00Yes (X)$0$0$0
TOM CARGO
TRUSTEE1.000.00Yes (X)$0$0$0
JEAN BOOTH
BOARD CHAIR1.000.00Yes (X)Yes (X)$0$0$0
RODERICK INGRAM Sr
VICE CHAIR1.000.00Yes (X)Yes (X)$0$0$0
JESSICA VARGO
TREASURERSECRETARY1.000.00Yes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$70,005TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$27,910TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$697,360AllOtherContributionsAmt
Total Contributions$697,360TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,742TotalRevenueColumnAmt
Exclusion$5,742ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,854SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$5,854SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,854TotalRevenueColumnAmt
Exclusion$5,854ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$28,296FundraisingGrossIncomeAmt
Fundraising Direct Expenses$14,736FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,560TotalRevenueColumnAmt
Exclusion$13,560ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescPPP LOAN FORGIVENESSDesc
Business900099BusinessCd
Total Revenue Column$44,780TotalRevenueColumnAmt
Exclusion$44,780ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$44,780OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$767,296TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$69,936ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$467,136TotalAmt
Program Services$467,136ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$158,774TotalAmt
Program Services$100,028ProgramServicesAmt
Management And General$12,702ManagementAndGeneralAmt
Fundraising$46,044FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$32,805TotalAmt
Program Services$19,355ProgramServicesAmt
Management And General$2,624ManagementAndGeneralAmt
Fundraising$10,826FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$14,889TotalAmt
Program Services$9,380ProgramServicesAmt
Management And General$1,191ManagementAndGeneralAmt
Fundraising$4,318FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$13,170TotalAmt
Program Services$3,819ProgramServicesAmt
Management And General$5,532ManagementAndGeneralAmt
Fundraising$3,819FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$35,003TotalAmt
Program Services$10,151ProgramServicesAmt
Management And General$14,701ManagementAndGeneralAmt
Fundraising$10,151FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,320TotalAmt
Program Services$1,111ProgramServicesAmt
Management And General$206ManagementAndGeneralAmt
Fundraising$1,003FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,554TotalAmt
Program Services$4,381ProgramServicesAmt
Management And General$1,058ManagementAndGeneralAmt
Fundraising$2,115FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$21,720TotalAmt
Program Services$12,598ProgramServicesAmt
Management And General$3,041ManagementAndGeneralAmt
Fundraising$6,081FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$32,673TotalAmt
Program Services$19,080ProgramServicesAmt
Management And General$4,531ManagementAndGeneralAmt
Fundraising$9,062FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$214TotalAmt
Program Services$124ProgramServicesAmt
Management And General$30ManagementAndGeneralAmt
Fundraising$60FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$200TotalAmt
Program Services$116ProgramServicesAmt
Management And General$28ManagementAndGeneralAmt
Fundraising$56FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DUES AND SUBSCRIPTIONS$9,526$5,328$1,258$2,940
OTHER$6,877$5,835$447$595

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$802,861TotalAmt
Program Services$658,442ProgramServicesAmt
Management And General$47,349ManagementAndGeneralAmt
Fundraising$97,070FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$151,790BOYAmt
EOY$457,418EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$268,954BOYAmt
EOY$254,707EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,730BOYAmt
EOY$4,844EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,844BOYAmt
EOY$19,075EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$19,736LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$15,962LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,899BOYAmt
EOY$3,774EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$298,248BOYAmt
EOY$367,261EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$406,900BOYAmt
EOY$92,876EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,139,365BOYAmt
EOY$1,199,955EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$78,201BOYAmt
EOY$88,443EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$447,832BOYAmt
EOY$393,029EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$526,033BOYAmt
EOY$481,472EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,791BOYAmt
EOY$430,084EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$597,541BOYAmt
EOY$288,399EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$613,332BOYAmt
EOY$718,483EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,139,365BOYAmt
EOY$1,199,955EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$35,565ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$140,716NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$864,878CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$914,438CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$822,410CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$782,601CurrentTaxYearMinus1YearAmt
Current Tax Year$697,360CurrentTaxYearAmt
Total$4,081,687TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$864,878CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$914,438CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$822,410CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$782,601CurrentTaxYearMinus1YearAmt
Current Tax Year$697,360CurrentTaxYearAmt
Total$4,081,687TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$4,268SubstantialContributorsTotAmt
Public Support Total170$4,077,419PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,200CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$774CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,380CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,801CurrentTaxYearMinus1YearAmt
Current Tax Year$5,742CurrentTaxYearAmt
Total$16,897TotalAmt
FieldValueIRS element (for citing)
Total Support$4,098,584TotalSupportAmt
Public Support CY1700.99480PublicSupportCY170Pct
Public Support PY1700.99780PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$139,537BeginningYearBalanceAmt
Contributions$103,112ContributionsAmt
Investment Earnings Or Losses$54,872InvestmentEarningsOrLossesAmt
End Year Balance$297,521EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$129,732BeginningYearBalanceAmt
Investment Earnings Or Losses$10,075InvestmentEarningsOrLossesAmt
Other Expenditures$270OtherExpendituresAmt
End Year Balance$139,537EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$139,602BeginningYearBalanceAmt
Investment Earnings Or Losses$3,283InvestmentEarningsOrLossesAmt
Other Expenditures$12,978OtherExpendituresAmt
Administrative Expenses$175AdministrativeExpensesAmt
End Year Balance$129,732EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$126,129BeginningYearBalanceAmt
Investment Earnings Or Losses$13,623InvestmentEarningsOrLossesAmt
Administrative Expenses$150AdministrativeExpensesAmt
End Year Balance$139,602EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$119,509BeginningYearBalanceAmt
Investment Earnings Or Losses$13,228InvestmentEarningsOrLossesAmt
Other Expenditures$6,458OtherExpendituresAmt
Administrative Expenses$150AdministrativeExpensesAmt
End Year Balance$126,129EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.60320BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.39680PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$19,736InvestmentCostOrOtherBasisAmt
Depreciation$15,962DepreciationAmt
Book Value$3,774BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,774TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescBENEFICIAL INT IN OUTSIDE TRUSTSDesc
Book Value$92,876BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$92,876TotalBookValueOtherAssetsAmt
Total Rev Etc Audited Fincl Stmt$814,192TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$140,716NetUnrealizedGainsInvstAmt
Revenue Not Reported$140,716RevenueNotReportedAmt
Revenue Subtotal$673,476RevenueSubtotalAmt
Other Revenues Not Included$93,820OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$93,820RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$767,296TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$709,041TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$709,041ExpensesSubtotalAmt
Other Expenses Not Included$93,820OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$93,820ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$802,861TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other revenues included on Form 990 (Part XI, line 4b)DESIGNATION INCOME
Other expenses included on Form 990 (Part XII, line 4b)DONOR DESIGNATIONS
General Explanation AttachmentPART XI & XII 4B - AMOUNTS RAISED DURING THE UNITED WAY CAMPAIGN THAT ARE DESIGNATED TO A SPECIFIC 501(c)3 ORGANIZATION ARE SHOWN AS AN ADJUSTMENT TO REVENUE. THE TOTAL AMOUNTS PAID TO THE ORGANIZATIONS ARE REPORTED AS EXPENSES.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1KICKOFFEvent1Nm
Gross Receipts Event1$14,596GrossReceiptsEvent1Amt
Gross Revenue Event1$14,596GrossRevenueEvent1Amt
Other Direct Expenses Event1$8,300OtherDirectExpensesEvent1Amt
Event2MAR MADNESSEvent2Nm
Gross Receipts Event2$8,425GrossReceiptsEvent2Amt
Gross Revenue Event2$8,425GrossRevenueEvent2Amt
Other Direct Expenses Event2$3,108OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$5,275GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$5,275GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$3,328OthDirectExpnssOtherEventsAmt
Gross Receipts Total$28,296GrossReceiptsTotalAmt
Gross Revenue Total Events$28,296GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$14,736OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$14,736DirectExpenseSummaryEventsAmt
Net Income Summary$13,560NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
CHILDRENS ADVANTAGE
520 N CHESTNUT STRavennaOH44266341350156501c3$7,125PROGRAM OPERATIONS
CHILDRENS ADVOCACY CENTER
6847 N CHESTNUT STRavennaOH44266341894398501c3$15,000PROGRAM OPERATIONS
CLINICAL INITIATIVES INC NEOMED
4209 ST RT 44RootstownOH44272464173762501c3$6,188PROGRAM OPERATIONS
COLEMAN PROFESSIONAL SERVICES
3922 LOVERS LNKentOH44240341240178501c3$9,750PROGRAM OPERATIONS
FAMILY & COMMUNITY SERVICES
705 OAKWOOD STRavennaOH44266341902451501c3$170,162PROGRAM OPERATIONS
KIDNEY FOUNDATION
2831 PROSPECT AVE EASTClevelandOH44115340853560501c3$7,775PROGRAM OPERATIONS
PASSAGES
122 N PROSPECT STRavennaOH44266510455278501c3$10,000PROGRAM OPERATIONS
THE SALVATION ARMY
26 WEST MAIN STRavennaOH44266340714378501c3$14,000PROGRAM OPERATIONS
TOWNHALL II
115 N WATER STKentOH44240341090439501c3$7,500PROGRAM OPERATIONS
FieldValueIRS element (for citing)
Total501c3 Org9Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceMonitoring procedures (Part I, line 2)FormAndLineReferenceDesc
ExplanationFUNDED ORGANIZATIONS ARE REQUIRED TO SUBMIT SEMI-ANNUAL REPORTS FOR EACH PROGRAM FUNDED. THESE REPORTS REQUIRE INFORMATION ON SPECIFIC GOALS, AS OUTLINED IN THEIR APPLICATION. INFORMATION SHOULD INCLUDE THE NUMBER OF SERVICES ACTUALLY PROVIDED COMPARED TO THE NUMBER PROJECTED AND THE ACTUAL PROGRAM RESULTS COMPARED TO THE PROJECTED OUTCOMES. FACE-TO-FACE INTERVIEWS WITH PROGRAM DIRECTORS AND OTHER STAFF MEMBERS ARE HELD ALONG WITH ANNUAL SITE VISITS. FINANCIAL INFORMATION IS RECEIVED DURING THE APPLICATION PROCESS. ALL FUNDED AGENCIES ARE REQUIRED TO SUBMIT ANNUAL FINANCIAL STATEMENT AUDITS PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAP)ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990 governing body review Part VI line 11THE FORM 990 IS PREPARED BY THE BOARD TREASURER (CPA) FROM INFORMATION PROVIDED BY MANAGEMENT AND INCLUDED IN THE AUDITED FINACIAL STATEMENTS. A DRAFT FORM IS PROVIDED TO MANAGEMENT FOR REVIEW. MEMBERS OF THE EXECUTIVE & GOVERNANCE COMMITTEE AND MANAGEMENT APPROVE THE RETURN TO BE FILED. A COPY IS PROVIDED TO ALL BOARD MEMBERS.
Conflict of interest policy compliance Part VI line 12cANNUALLY BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY STATEMENT. IF AN ISSUE ARISES WHERE AN INDIVIDUAL IS DEEMED TO HAVE A CONFLICT OF INTEREST, THE INDIVIDUAL DOES NOT PARTICIPATE IN THE DISCUSSION OR VOTE ON THE MATTER.
Governing documents etc available to public Part VI line 19THE ORGANIZATION MAKES CURRENT GOVERNING DOCUMENTS AVIALABLE UPON REQUEST.
General explanation attachmentPART I - SUMMARY: CARING THAT STRENGHTENS OUR COMMUNITY, IMPROVE LIVES, AND MAKES OUR CONTRIBUTIONS COUNT IS THE MISSION OF THE UNITED WAY OF PORTAGE COUNTY.WE STRIVE TO SERVE THE PORTAGE COUNTY COMMUNITY BY BEING AN EXEMPLARY AND INNOVATIVE LEADER, MOBILIZING REGIONAL ASSETS TO BUILD THE COMMUNITYS CAPACITY TO IMPACT CURRENT AND EMERGING NEEDS. FUNDING TO LOCAL PARTNER AGENCIES FOCUSED ON ACHIEVING OUTCOMES IN THREE SPECIFIC AREAS DETERMINED TO BE ESSENTIAL IN IMPROVING LIVES AND STRENGTHENING OUR COMMUNITY. THESE AREAS INCLUDE CHILDREN & YOUTH, FAMILIES, ADULTS, CRISIS AND HEALTH AND WELL-BEING. UNITED WAY OF PORTAGE COUNTYS OWN 211 PORTAGE PROVIDES 24/7 INFORMATION AND REFERRALS TO COUNTY RESIDENTS SEEKING ASSISTANCE IN THE HEALTH AND HUMAN SERVICES ARENA.

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