2021-02-03T17:58:38-06:00 2020-06-30 341912961 COHEN & COMPANY LTD OFFICES LISTED AT WWWCOHENCPACOM OH 44115 990 2019-07-01 341011104 UNITED WAY OF GREATER LORAIN COUNTY INC UNIT 4402776530 642 BROADWAY AVENUE LORAIN OH 44052 RYAN ARONEY PRESIDENT & CEO 4402776530 2021-01-29 1 CATHLEEN S LORENZ P00063640 8002291099 2021-01-28 2019 2022-09-23 18:48:47Z RYAN ARONEY 642 BROADWAY AVENUE LORAIN OH 44052 4476425 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. 14 14 20 833 0 0 2502167 2626564 0 0 189544 125067 44505 35006 2736216 2786637 1320975 1396198 0 0 643829 712740 0 0 287068 651046 602736 2615850 2711674 120366 74963 5156520 5267454 1542434 1542301 3614086 3725153 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 1791860 1396198 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 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, SUCH AS A LITERACY PROGRAM BRINGING AGE APPROPRIATE BOOKS TO 43% OF CHILDREN 0 - 5 LIVING IN ELYRIA AND LORAIN, AND OBERLIN EACH MONTH, AND AN ENRICHMENT INITIATIVE THAT HAS INCLUDED 96 MIDDLE GRADE YOUTH IN SOCIALLY-DISTANCED, FACE-TO-FACE SUMMER CAMPS. 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. SIXTH-YEAR COLLABORATIVE FUNDING HAS RESULTED IN THE UCAN PARTNERSHIP ASSISTING 372 HOUSEHOLDS (CLOSE TO 1500 PERSONS) AVOID EVICTION (262 FAMILIES), UTILITY DISCONNECT (97 HOUSEHOLDS), AND JOB LOSS (56 JOBS), WITH A LESS THAN 4% 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 SUCH AS NEW STORYBOOK STROLLS AND OUTDOOR WALKING PATHS. SMALL-SCALE PROJECTS INCLUDE 43 SENIORS RAISING, CONSUMING AND SHARING HOME-GROWN RAISED-BED VEGETABLES 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. 10,007 INDIVIDUALS ATTENDED COLLABORATIVE AND INITIATIVE-SPONSORED FREE FITNESS EVENTS THIS YEAR. 115915 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 17,402 CALLS TAKEN, AND 18,213 UNIQUE WEBSITE USERS. 68142 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. A SMALL PILOT TEST, SOON TO BE EXPANDED, PROVIDED 199 RIDES TO MEDICAL APPOINTMENTS THROUGH JUNE 30. 66958 DIRECT SERVICES ARE PROVIDED BY UWGLC WITHIN THE LORAIN COUNTY FREE TAX PREP COALITION. INCOME TAX PREPARATION PARTNERS COORDINATED BY UWGLC COMPLETED 1,514 FEDERAL TAX RETURNS, FOR A TOTAL REFUND OF $1,863,673 AND A PREPARATION FEE SAVINGS OF $413,000. 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. 66958 2042875 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 38 0 1 20 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 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 KEITH BROWN CHAIR 1.00 X X 0 0 0 WILL NORDLOH TREASURER 1.00 X X 0 0 0 HALLIE SMITH-PETEE VICE CHAIR 1.00 X X 0 0 0 BENJAMIN COLON-NIEVES BOARD MEMBER 1.00 X 0 0 0 LORI PRONESTI BOARD MEMBER 1.00 X 0 0 0 JR WHITE BOARD MEMBER 1.00 X 0 0 0 GARIS DISTELHOSRST BOARD MEMBER 1.00 X 0 0 0 FRANCO GALLO BOARD MEMBER 1.00 X 0 0 0 JOSE GONZALEZ III BOARD MEMBER 1.00 X 0 0 0 JADE BLAIR BOARD MEMBER 1.00 X 0 0 0 BRAD CALABRESE BOARD MEMBER 1.00 X 0 0 0 JUDY HOPKINS BOARD MEMBER 1.00 X 0 0 0 STACY KILGORE BOARD MEMBER 1.00 X 0 0 0 KATHY PAPP BOARD MEMBER 1.00 X 0 0 0 EDWARD BAKER BOARD MEMBER 1.00 X 0 0 0 RYAN ARONEY PRESIDENT CEO 12/1/19 TO PRESENT 40.00 X X 67205 0 12468 WILLIAM HARPER EXECUTIVE DIRECTOR UNTIL 12/1/19 40.00 X X 112945 0 10670 DIANNE BREHM CHEIF FINANCIAL OFFICER 40.00 X 78919 0 12937 259069 0 36075 1 0 0 0 0 81997 2544567 2626564 78824 78824 1736031 1685690 4098 50341 -4098 46243 46243 ADMINISTRATION FEE INCOME 900099 33806 33806 MISCELLANEOUS INCOME 900099 1200 1200 35006 2786637 33806 0 126267 1396198 1396198 567305 213688 202919 150698 21297 8208 7511 5578 80767 31128 28485 21154 43371 16309 15296 11766 15250 3895 8230 3125 22158 22158 33777 7636 16131 10010 34114 16011 3908 14195 11377 5637 3016 2724 24039 9055 8598 6386 35934 13227 12787 9920 32189 7701 13497 10991 5543 5543 30140 7641 12911 9588 38903 9862 16665 12376 6566 1664 2813 2089 CONTRACT SERVICES 280710 279980 730 DEVELOPMENT EXPENSES 11814 3505 284 8025 20222 11530 249 8443 2711674 2042875 381731 287068 X 150112 107119 10267 190655 924802 862010 7272 8725 730465 171550 595635 558915 3439728 3512878 21655 19976 7049 7176 5156520 5267454 720099 740942 552199 603502 103750 1995 166386 67209 128653 1542434 1542301 X 2607361 2574539 1006725 1150614 3614086 3725153 5156520 5267454 74963 36104 0 X X 0 1 X 1 0 X 2609355 2625998 2352687 2502167 2626564 12716771 2609355 2625998 2352687 2502167 2626564 12716771 282233 12434538 148100 71069 72842 89153 78824 459988 9931 11638 13918 13455 0 48942 31261 33099 32234 31050 35004 162648 13388349 0.92880 0.92930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21655 -1679 19976 21945 -290 21655 21834 111 21945 20253 1581 21834 22147 -1894 20253 1.00000 1 0 9100 9100 552166 64200 487966 82173 71111 11062 87026 36239 50787 558915 X 2563476 36104 10651 46755 2516721 22158 247758 269916 2786637 2452409 10651 10651 2441758 22158 247758 269916 2711674 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, 2020, 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 STATEMENTS 247,758. PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATED CONTRIBUTIONS WHICH ARE NOT SHOWN AS EXPENSES ON THE FINANCIAL STATEMENTS 247,758. 1 CATHOLIC CHARITIES CORPORATION 7911 DETROIT AVENUE CLEVELAND OH 44102 341318541 501(C)(3) 60994 FINANCIAL STABILITY - EMERGENCY ASSITANCE - BASIC NEEDS HORIZON EDUCATION CENTER 29511 LORAIN ROAD NORTH OLMSTED OH 44070 341267458 501(C)(3) 180647 EDUCATION - KINDERGARTEN READINESS LORAIN COUNTY GENERAL HEALTH DISTRICT DISTRICT - 9880 SOUTH MURRAY RIDGE RD ELYRIA OH 44035 346001704 501(C)(3) 188498 HEALTH - REDUCING CHRONIC DISEASE NEIGHBORHOOD ALLIANCE 1536 EAST 30TH ST LORAIN OH 44055 340714471 501(C)(3) 142207 EDUCATION - KINDERGARTEN READINESS NORTH RIDGEVILLE COMMUNITY CARE 34015 CENTER RIDGE RD NORTH RIDGEVILLE OH 44039 341377378 501(C)(3) 13006 FINANCIAL STABILITY - EMERGENCY ASSITANCE - BASIC NEEDS OBERLIN COMMUNITY SERVICE COUNCIL 285 SOUTH PROFESSOR DR OBERLIN OH 44074 340907948 501(C)(3) 58228 FINANCIAL STABILITY - EMERGENCY ASSITANCE - BASIC NEEDS OBERLIN EARLY CHILDHOOD CENTER 317 EAST COLLEGE ST OBERLIN OH 44074 237313925 501(C)(3) 93010 EDUCATION - KINDERGARTEN READINESS COMMUNITY RESOURCE SERVICES 33479 LAKE RD SUITE C AVON LAKE OH 44012 341595037 501(C)(3) 33984 FINANCIAL STABILITY - EMERGENCY ASSITANCE - BASIC NEEDS SALVATION ARMY ELYRIA 716 WEST BROAD ST ELYRIA OH 44035 135562351 501(C)(3) 50686 FINANCIAL STABILITY - EMERGENCY ASSITANCE - BASIC NEEDS SALVATION ARMY LORAIN 2506 BROADWAY AVE LORAIN OH 44052 135562351 501(C)(3) 66989 FINANCIAL STABILITY - EMERGENCY ASSITANCE - BASIC NEEDS SECOND HARVEST FOOD BANK OF NORTH CENTRAL OHIO 5510 BAUMHART ROAD LORAIN OH 44053 341146685 501(C)(3) 32496 FINANCIAL STABILITY - EMERGENCY ASSITANCE - BASIC NEEDS BLESSING HOUSE 5440 GROVE AVE LORAIN OH 44055 300130029 501(C)(3) 9673 TO SUPPORT GENERAL MISSION OF AGENCY FRIENDSHIP APL 8303 MURRARY RIDGE RD ELYRIA OH 44035 346529498 501(C)(3) 12273 TO SUPPORT GENERAL MISSION OF AGENCY HM HOUSING DEVELOPMENT 1561 EAST 30TH ST E LORAIN LORAIN OH 44055 341938397 501(C)(3) 10130 TO SUPPORT GENERAL MISSION OF AGENCY ALSAC - ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 341044585 501(C)(3) 5034 TO SUPPORT GENERAL MISSION OF AGENCY LORAIN COUNTY ALCOHOL & DRUGE ABUSE SERVICES 2115 WEST PARK DRIVE LORAIN OH 44053 341341788 501(C)(3) 5626 TO SUPPORT GENERAL MISSION OF AGENCY UNITED WAY OF GREATER CLEVELAND 1331 EUCLID AVE CLEVELAND OH 44115 346516654 501(C)(3) 5742 TO SUPPORT GENERAL MISSION OF AGENCY EL CENTRO DE SERVICIOS SOCIALES 2800 PEARL AVE LORAIN OH 44055 341165756 501(C)(3) 89598 EDUCATION - MIDDLE SCHOOL SUCCESS LEGAL AID SOCIETY OF CLEVELAND 1530 WEST RIVER RD STE 301 ELYRIA OH 44035 340866026 501(C)(3) 12000 FINANCIAL STABILITY - EMERGENCY ASSITANCE - BASIC NEEDS COMMUNITY FOUNDATION OF LORAIN COUNTY 9080 LEAVITT RD ELYRIA OH 44035 341322781 501(C)(3) 13000 COVID-19 CARES FUND YWCA OF ELYRIA 318 WEST AVE ELYRIA OH 44035 340718418 501(C)(3) 6552 FINANCIAL STABILITY CLEVELAND CLINIC CHILDREN'S HOSPITAL FOR REHABILITATION 6801 BRECKSVILLE RD STE 20-RK15 INDEPENDENCE OH 44131 340714570 501(C)(3) 5000 TO SUPPORT GENERAL MISSION OF AGENCY 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 X, LINE 24 ON MAY 15, 2020, THE ORGANIZATION QUALIFIED FOR AND RECEIVED A LOAN PURSUANT TO THE PAYCHECK PROTECTION PROGRAM, A PROGRAM IMPLEMENTED BY THE SMALL BUSINESS ADMINISTRATION UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT. THE PRINCIPAL AMOUNT OF THE LOAN WAS $128,653. THE LOAN BEARS INTEREST AT A FIXED RATE OF 1.0% PER ANNUM, HAS A TWO YEAR TERM, IS UNSECURED AND GUARANTEED BY THE SMALL BUSINESS ADMINISTRATION. THE PRINCIPAL AND INTEREST ARE ELIGIBLE FOR FORGIVENESS UNDER THE PAYCHECK PROTECTION PROGRAM UPON MEETING THE PERFORMANCE REQUIREMENTS OF PROGRAM. THE ORGANIZATION INTENDS TO APPLY FOR THE MAXIMUM FORGIVENESS OF THE PPP LOAN. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR