2021-01-07T15:44:18-06:00 2020-06-30 341602442 H & J CERTIFIED PUBLIC ACCOUNTANTS INC 7555 FREDLE DR STE 110 CONCORD OH 44077 990 2019-07-01 341105038 UNITED WAY OF LAKE COUNTY INC UNIT 4403523166 9285 PROGRESS PARKWAY MENTOR OH 44060 JENNIFER MCCARTY PRESIDENT/CEO 4403523166 2020-12-16 true ROLLAND B STANDISH P00169705 4409512997 2020-12-11 2019 2022-09-23 18:48:47Z JENNIFER MCCARTY 9285 PROGRESS PARKWAY MENTOR OH 44060 2136820 false X WWW.UWLC.ORG X 1972 OH UNITED WAY OF LAKE COUNTY, ALONG WITH ITS MISSION TO "MEASURABLY IMPROVE THE QUALITY OF PEOPLE'S LIVES IN LAKE COUNTY", PROVIDES THE MOST EFFECTIVE CHANNEL THROUGH WHICH THE COMMUNITY MAY PARTICIPATE IN A VOLUNTARY, COOPERATIVE EFFORT TO IDENTIFY, EVALUATE, SUPPORT AND FUND CURRENT HUMAN SERVICE NEEDS IN LAKE COUNTY. UNITED WAY OF LAKE COUNTY IS A LOCAL, INDEPENDENT NONPROFIT ORGANIZATION THAT FUNDS PROGRAMS IN THE THREE BUILDING BLOCKS TO A BETTER COMMUNITY; EDUCATION, FINANCIAL STABILITY, AND HEALTH, ALONG WITH BASIC NEEDS. UNITED WAY OF LAKE COUNTY AFFECTS TWO OUT OF EVERY THREE RESIDENTS WHILE STRIVING TO MAKE A MEASURABLE IMPACT ON ALL RESIDENTS IN THE COMMUNITY. UNITED WAY OF LAKE COUNTY'S VISION IS TO BECOME THE ENTRUSTED CHAMPION THAT DRIVES IMPROVED OUTCOMES IN OUR COMMUNITY BY FUNDING SERVICES THAT IMPACT EDUCATION, INCOME (FINANCIAL STABILITY) AND HEALTH. 24 24 6 500 0 1993109 2028953 0 113814 78614 7597 29253 2114520 2136820 1263749 1247171 0 477370 464832 0 209085 240055 226319 1981174 1938322 133346 198498 3371341 3746795 1076670 1244872 2294671 2501923 X UNITED WAY OF LAKE COUNTY, ALONG WITH ITS MISSION TO "MEASURABLY IMPROVE THE QUALITY OF PEOPLE'S LIVES IN LAKE COUNTY", PROVIDES THE MOST EFFECTIVE CHANNEL THROUGH WHICH THE COMMUNITY MAY PARTICIPATE IN A VOLUNTARY, COOPERATIVE EFFORT TO IDENTIFY, EVALUATE, SUPPORT AND FUND CURRENT HUMAN SERVICE NEEDS IN LAKE COUNTY. UNITED WAY OF LAKE COUNTY IS A LOCAL, INDEPENDENT NONPROFIT ORGANIZATION THAT FUNDS PROGRAMS IN THE THREE BUILDING BLOCKS TO A BETTER COMMUNITY; EDUCATION, FINANCIAL STABILITY, AND HEALTH, ALONG WITH BASIC NEEDS. UNITED WAY OF LAKE COUNTY AFFECTS TWO OUT OF EVERY THREE RESIDENTS WHILE STRIVING TO MAKE A MEASURABLE IMPACT ON ALL RESIDENTS IN THE COMMUNITY. UNITED WAY OF LAKE COUNTY'S VISION IS TO BECOME THE ENTRUSTED CHAMPION THAT DRIVES IMPROVED OUTCOMES IN OUR COMMUNITY BY FUNDING SERVICES THAT IMPACT EDUCATION, INCOME (FINANCIAL STABILITY) AND HEALTH. false false 1254355 1147294 ALLOCATIONS AND AGENCY RELATIONS INCLUDE THE EVALUATION OF COMMUNITY NEEDS AND THE DISTRIBUTION OF FUNDS TO BEST MEET THOSE NEEDS. UNITED WAY OF LAKE COUNTY'S (UWLC) MANY VOLUNTEERS ARE CRITICAL DECISION- MAKERS WHEN MAKING PROGRAM FUNDING DECISIONS. STAFF LEAD THE GROUP, BUT IT IS THE COLLECTION OF 50+ VOLUNTEERS THAT MEET WEEKLY FOR SEVERAL MONTHS TO EVALUATE PROGRAMS, LISTEN TO AGENCY REPRESENTATIVES, THEN DECIDES WHICH PROGRAMS WILL RECEIVE FUNDING. STARTING THIS YEAR, UWLC UPDATED THEIR FUNDING MODEL AND OPENED UP THE APPLICATION PROCESS TO ALL NON-PROFITS IN LAKE COUNTY. THIS ALLOWED NEW PROGRAMS TO BE BROUGHT TO THE TABLE, EVALUATED, AND ULTIMATELY RECEIVE FUNDING IF THE VOLUNTEER PANELS RATED IT ACCORDINGLY. EVEN BEFORE THE PANDEMIC HAPPENED, UWLC WAS ALREADY MOVING TO AN ONLINE PLATFORM FOR APPLICATIONS AND EVALUATIONS, SO OUR DEDICATED VOLUNTEERS WERE ABLE TO MEET VIRTUALLY AND GO THROUGH THE ONLINE PROCESS OF EVALUATING ALL THE PROGRAMS THAT MADE IT THROUGH THE INITIAL LETTER OF INTENT (LOI) PROCESS. TO RAISE THE DOLLARS THAT OUR VOLUNTEERS ARE ABLE TO ALLOCATE, HUNDREDS OF COMPANIES RUN WORKPLACE CAMPAIGNS, INVOLVING CORPORATE GIFTS AND SPECIAL EVENTS, ALONG WITH HUNDREDS OF LAKE COUNTY RESIDENTS THAT GIVE INDIVIDUALLY THAT HELP KEEP LAKE COUNTY ENGAGED IN MAKING IT A BETTER PLACE TO LIVE AND WORK. 358147 99877 COMMUNITY PLANNING INCLUDES COORDINATION OF AGENCY STAFF, VOLUNTEERS, AND OTHER RESOURCES TO CONDUCT ACTIVITIES FOR THE BETTERMENT OF THE COMMUNITY. IN A YEAR WHERE A PANDEMIC TOTALLY CHANGED THE LANDSCAPE OF THE WORLD, LET ALONE LAKE COUNTY, UWLC HAD TO CHANGE AND ADAPT TO ENSURE WE WERE STILL MEETING THE ARISING COMMUNITY NEEDS. OUR BIGGEST, AND MOST IMPORTANT, UNDERTAKING WAS THE CREATION OF THE LAKE COUNTY RELIEF FUND (LCRF). WE STARTED THIS IN MID-MARCH AND BY THE END OF JUNE GARNERED NEARLY 140,000 IN SUPPORT OF THIS FUND WHERE 100% OF THE FUNDS RAISED WENT RIGHT BACK INTO THE COMMUNITY TO FUND PANDEMIC-RELATED RELIEF EFFORTS. WE HAD NEW COMPANIES STEP UP TO SUPPORT THE FUND, ALONG WITH DOZENS OF RESIDENTS THAT HAD NEVER SUPPORTED UWLC BEFORE. OUR LARGEST VOLUNTEER EFFORT OF THE YEAR IS OUR DAY OF CARING IN JUNE, BUT WE KNEW WE COULDN'T GET 600+ VOLUNTEERS TOGETHER AT DOZENS OF SITES ACROSS THE COUNTY, SO WE DECIDED TO ROLL OUT A DRIVE-BY DAY OF CARING. WE HAD FOUR LOCATIONS ACROSS LAKE COUNTY WHERE PEOPLE COULD DROP OFF CARE KITS (BABY, EDUCATIONAL, HEALTH, PPE, ETC.) AND WE COLLECTED ALL OF THE DONATIONS AND DISTRIBUTED THEM TO OUR PARTNER AGENCIES. IN THE MIDST OF THE LCRF AND NEW ALLOCATION PROCESS IN THE SPRING, WE STILL RAN OUR ANNUAL FEED LAKE COUNTY DRIVE THROUGH A SOLICITATION MAILING AND SEVERAL COMPANIES STILL RAN FOOD DRIVES THAT WERE COMFORTABLE DOING SO. BECAUSE OF THE SUPPORT OF SO MANY COMPANIES AND INDIVIDUALS, EVEN DURING A PANDEMIC, WE WERE ABLE TO DO A 20,000 FOOD DISTRIBUTION IN MARCH THEN FOLLOWED THAT UP WITH A MONETARY CHECK DISTRIBUTION IN MAY. THIS PROCESS WILL CONTINUE INTO THE NEW YEAR WHERE WE WILL BE ABLE TO SAFELY DISTRIBUTE FOOD AND CHECKS USING THE FUNDS RAISED DURING THIS CURRENT FISCAL YEAR. WE ALSO HAVE A FEW AFFINITY GROUPS THAT WERE ABLE TO CONTINUE RUNNING ALL YEAR LONG. BELOW ARE SOME HIGHLIGHTS FROM THEM: YOUTH UNITED WAY - MADE UP OF A GROUP OF HIGH SCHOOL STUDENTS, THE YUW PROGRAM IS A REAL-LIFE EXAMPLE OF EVALUATING COMMUNITY PROGRAMS AND GRANTING FUNDS TO THE MOST CRITICALLY NEEDED AREAS. THIS YEAR, THE GROUP GRANTED THEIR 5,000 ALLOCATION TO BE USED TOWARD THE LCRF. EMERGING LEADERS - MADE UP OF A GROUP OF LAKE COUNTY YOUNG PROFESSIONALS THAT HOST AN ANNUAL GOLF OUTING AND OTHER FUNDRAISING/NETWORK EVENTS THROUGHOUT THE YEAR, THEY ALSO RECEIVE GRANT APPLICATIONS FOR DOZENS OF PROGRAMS EACH YEAR AND HAVE TO DECIDE WHICH PROGRAMS MEET THE MOST CRITICAL NEEDS. THIS YEAR, THROUGH OUR NEW ALLOCATION MODEL, THEY GRANTED 15,000 TO THE MENTOR PUBLIC LIBRARY AND ITS DOLLY PARTON IMAGINATION LIBRARY PROGRAM. WOMEN UNITED AFFINITY GROUP - MADE UP OF A GROUP OF LAKE COUNTY WOMEN WHOSE MISSION IS TO IMPROVE THE LIVES OF WOMEN AND GIRLS IN LAKE COUNTY. THEY HOST A VARIETY OF FUNDRAISING EVENTS THROUGHOUT THE YEAR, INCLUDING A SPEAKER SERIES, MEMBERSHIP DRIVES, AND THEIR SIGNATURE EVENT HELD IN DECEMBER, WOMEN'S WINTERFEST. DOLLARS RAISED FROM WLC FUNDRAISING EFFORTS ARE ALLOCATED TO PROGRAMS THAT SUPPORT AT-RISK WOMEN AND GIRLS IN LAKE COUNTY. WOMEN UNITED ALLOCATED 51,000 TO SEVERAL PROGRAMS THROUGH THE NEW ALLOCATION MODEL, INCLUDING 10,000 TO THE LCRF. 1612502 true true false false false false false false false false true false false false true true true false false false false false false false false false false true true false false false false false false false false false true false false false false false false false false true 0 0 true 6 true false false false false false true true false false false false false false false false X 24 24 false false false false false false false true true false false true true true true true true true true false OH X ZACH SIEBERT 4403523166 9285 PROGRESS PARKWAY MENTOR OH 44060 JENNIFER MCCARTY PRESIDENT/CE 40.00 X 108423 0 12144 MORRIS BEVERAGE III DIRECTOR 1.00 X 0 0 0 KAREN ALLEN DIRECTOR 1.00 X 0 0 0 KERRY BLISS DIRECTOR 1.00 X 0 0 0 TOM BREW DIRECTOR 1.00 X 0 0 0 KAREN BURTON TREASURER 4.00 X X 0 0 0 RICK BUSBY DIRECTOR 1.00 X 0 0 0 MARSITA FERGUSON DIRECTOR 1.00 X 0 0 0 PATTI GAVORSKI DIRECTOR 1.00 X 0 0 0 MICHELLE GRAF DIRECTOR 1.00 X 0 0 0 JEREMY IOSUE 2ND VICE CHA 5.00 X X 0 0 0 AL JONES DIRECTOR 1.00 X 0 0 0 ELLEN FOLEY KESSLER DIRECTOR 1.00 X 0 0 0 ROBERT LEE DIRECTOR 1.00 X 0 0 0 SCOTT MARN CHAIR 5.00 X X 0 0 0 PAUL OLZAK DIRECTOR 1.00 X 0 0 0 SCOT PARK 1ST VICE CHA 5.00 X X 0 0 0 KATHY PETERSON DIRECTOR 1.00 X 0 0 0 KATHLEEN BUSE PHD DIRECTOR 1.00 X 0 0 0 ANDREW PHELPS DIRECTOR 1.00 X 0 0 0 MARY ROSSOLL DIRECTOR 1.00 X 0 0 0 JIM TOBIN DIRECTOR 1.00 X 0 0 0 108423 12144 1 false false false 78308 23864 1926781 59491 2028953 78614 78614 12000 12000 12000 12000 MISCELLANEOUS 900099 13253 13253 ALLOCATION REFUND 900099 4000 4000 17253 2136820 17253 90614 1147294 1147294 99877 99877 110000 71500 16500 22000 270193 131351 42298 96544 56550 30172 8746 17632 28089 14987 4344 8758 4696 4696 10633 10633 28029 14901 4087 9041 22319 8285 14034 2961 592 59 2310 30167 17497 8447 4223 7169 3825 1109 2235 20855 9108 11747 23697 14010 6458 3229 7612 4062 1177 2373 MISCELLANEOUS 27648 20394 2673 4581 PAYMENTS TO AFFILIATES 20320 10841 3143 6336 TELEPHONE 11185 5967 1730 3488 IN-KIND MATERIAL EXPENSE 5786 5786 3242 2053 635 554 1938322 1612502 116735 209085 219460 601063 157671 88558 590105 548408 8760 6754 1158613 720891 450616 437722 1917720 2036451 27009 27839 3371341 3746795 76670 88271 1000000 1070001 86600 1076670 1244872 X 1721547 1863109 573124 638814 2294671 2501923 3371341 3746795 X 198498 8754 X false true X true false X 1948701 2116633 2086016 1993109 2028953 10173412 1948701 2116633 2086016 1993109 2028953 10173412 6350 10167062 114159 72138 118343 113814 90614 509068 10682480 26370 0.95180 0.94250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 200500 200500 880263 648497 231766 77850 72394 5456 437722 REFUNDABLE ADVANCE - PPP 86600 86600 X 2188376 8754 46802 55556 2132820 4000 4000 2136820 1981124 46802 46802 1934322 4000 4000 1938322 SCHEDULE D, PAGE 3, PART X UWLC IS ORGANIZED AS A NONPROFIT ORGANIZATION EXEMPT FROM INCOME TAX UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE. INCOME TAXES ON UNRELATED BUSINESS INCOME, IF ANY, ARE PROVIDED AT THE APPLICABLE RATES ON INCOME FOR FINANCIAL REPORTING PURPOSES. UWLC HAD NO UNRELATED BUSINESS INCOME DURING 2020 OR 2019. NO TAX ACCRUAL FOR UNCERTAIN TAX POSITIONS WAS RECORDED AS MANAGEMENT BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS. SCHEDULE D, PAGE 4, PART XI, LINE 4B GRANT RECOVERY 4,000 SCHEDULE D, PAGE 4, PART XII, LINE 4B GRANT RECOVERY 4,000 true CLEVELAND RAPE CRISIS CENTER 510164315 C3 31300 PROGRAMS AUBURN CAREER CENTER GOV 19341 PROGRAM SUPPORT BIRTHRIGHT LAKE COUNTY 237351568 C3 14171 PROGRAM SUPPORT CAMP SUE OSBORN 341222384 C3 19300 PROGRAM SUPPORT CATHOLIC CHARITIES CORP 341908579 C3 24731 PROGRAM SUPPORT CROSSROADS 341458441 C3 125200 PROGRAM SUPPORT ECUMENICAL SHELTER NETWORK OF LC 341769046 C3 74700 PROGRAM SUPPORT FINE ARTS ASSOCIATION 340834212 C3 7350 PROGRAM SUPPORT FORBES HOUSE 341291205 C3 84800 PROGRAM SUPPORT HOSPICE OF THE WESTERN RESERVE 341256377 C3 25500 PROGRAM SUPPORT KIDNEY FOUNDATION LAKE CO CHAPTER 340827748 C3 24650 PROGRAM SUPPORT LAKE COUNTY COUNCIL ON AGING 237266637 C3 68000 PROGRAM SUPPORT LAKE COUNTY FREE CLINIC 341081191 C3 156276 PROGRAM SUPPORT LAKE-GEAUGA RECOVERY CENTER 341119240 C3 37569 PROGRAM SUPPORT LAKE HEALTH DISTRICT FUND 341598598 C3 13140 ALLOCATION LIFELINE INC 237317490 C3 26618 PROGRAM SUPPORT MENTOR PUBLIC LIBRARY-LITERARY COOP 900453660 C3 24465 CHILDRENS BOOKS FOUNDATION AWARD SALVATION ARMY CITADEL 135562351 C3 93400 ALLOCATION, WU, EL SALVATION ARMY SERVICE UNITS 135562351 C3 19200 PROGRAM SUPPORT STARTING POINT 341650004 C3 21987 PROGRAM SUPPORT LAKE HOSPITAL FOUNDATION 341425872 C3 14834 ALLOCATION TORCHLIGHT YOUTH MENTORING ALLIANCE 341753916 C3 33394 PROGRAM SUPPORT WESTERN RESERVE COMMUNITY DEVELOP 341724876 C3 23040 PROGRAM SUPPORT YMCA 340714796 C3 86631 PROGRAM SUPPORT WICKLIFFE CITY SCHOOL DISTRICT GOV 17000 CHILDRENS BOOKS NAMI LAKE COUNTY 562412832 C3 34200 LAKETRAN GOV 10000 37 FOOD 99877 FMV EMERGENCY ASSIS SCHEDULE I, PAGE 1, PART I, LINE 2 RECIPIENT AGENCIES, NON AGENCIS AND OTHERS ARE REQUIRED TO SUBMIT AN ANNUAL OUTCOME MEASUREMENT REPORT WHICH IS REVIEWED BY MANAGEMENT AND ALSO EVALUATION AND INVESTMENT COMMITTEES. SCHEDULE I, PAGE 4, PART IV ALL GRANTEES ARE LOCATED IN LAKE COUNTY, OHIO. ADDRESSES ARE AVAILABLE UPON REQUEST FROM THE ORGANIZATION'S OFFICE. THE PURPOSE OF ALL ALLOCATION AWARDS ARE TO SUPPORT THE PROGRAMS OF MEMBER AGENCIES AND COMMUNITY PARTNERS. CERTAIN OTHER GRANTS PROVIDE EMERGENCY ASSISTANCE TO INDIVIDUALS IN NEED OF TRANSITIONAL HOUSING, UTIITIES, MEDICAL AND OTHER SUPPORT. IN 2020, THE LAKE COUNTY RELIEF FUND WAS CREATED TO ASIST THOSE AGENCIES PROVIDING ASSISTANCE TO COVID-IMPACTED LAKE COUNTY RESIDENTS AND THEIR FAMILIES. IN 2019, A TOTAL OF 48 LOCAL FOOD BANKS HAVE BENEFITED FROM UNITED WAY OF LAKE COUNTYS DISTRIBUTION OF 84,875 POUNDS OF FOOD. WOMEN UNITED (WU) WOMEN UNITED WAY OF LAKE COUNTY WORKS TO POSITIVELY IMPACT THE LIVES OF WOMEN AND GIRLS THROUGH THE PHILANTHROPIC EFFORTS OF GIVING, ADVOCATING, AND VOLUNTEERING. OUR PURPOSE BEGINS BY HELPING FEMALES OF ALL AGES AND BACKGROUNDS, FROM YOUNG GIRLS THROUGH ADULTHOOD AND INTO SENIOR STAGES OF LIFE. IT IS OUR DESIRE TO ENGAGE AND EMPOWER WOMEN IN THIS COMMUNITY TO WORK TOGETHER AND MAKE LAKE COUNTY STRONGER. IT IS OUR GOAL TO CREATE A NETWORK OF WOMEN WHO CAN OFFER THEIR TIME, EXPERIENCE, AND RESOURCES TO IMPROVE THE LIVES AND OPPORTUNITIES FOR WOMEN AND GIRLS IN THIS COMMUNITY. IT IS OUR OBLIGATION TO GIVE BACK TO OTHER WOMEN; HELPING RAISE THEM UP TO ACHIEVE THEIR GOALS. EMERGING LEADERS (EL) EMERGING LEADERS OF UNITED WAY OF LAKE COUNTY SEEK TO BE CATALYST FOR CHANGE IN THE LIVES OF LAKE COUNTY YOUTH THROUGH LEADERSHIP, ADVOCACY, KNOWLEDGE AND EDUCATION IN ORDER TO FACILITATE POSITIVE BEHAVIORS THAT WILL CREATE TOMORROWS LEADERS. X 1 47301 1.62 PER POUND X 1 12190 false true false SCHEDULE M, PAGE 2, PART II IN FYE 2019, A TOTAL OF 48 LOCAL FOOD BANKS HAVE BENEFITED FROM UNITED WAY OF LAKE COUNTYS DISTRIBUTION OF 84,785 POUNDS OF FOOD. FORM 990 - ORGANIZATION'S MISSION UNITED WAY OF LAKE COUNTY, ALONG WITH ITS MISSION TO "MEASURABLY IMPROVE THE QUALITY OF PEOPLE'S LIVES IN LAKE COUNTY", PROVIDES THE MOST EFFECTIVE CHANNEL THROUGH WHICH THE COMMUNITY MAY PARTICIPATE IN A VOLUNTARY, COOPERATIVE EFFORT TO IDENTIFY, EVALUATE, SUPPORT AND FUND CURRENT HUMAN SERVICE NEEDS IN LAKE COUNTY. UNITED WAY OF LAKE COUNTY IS A LOCAL, INDEPENDENT NONPROFIT ORGANIZATION THAT FUNDS PROGRAMS IN THE THREE BUILDING BLOCKS TO A BETTER COMMUNITY; EDUCATION, FINANCIAL STABILITY, AND HEALTH, ALONG WITH BASIC NEEDS. UNITED WAY OF LAKE COUNTY AFFECTS TWO OUT OF EVERY THREE RESIDENTS WHILE STRIVING TO MAKE A MEASURABLE IMPACT ON ALL RESIDENTS IN THE COMMUNITY. UNITED WAY OF LAKE COUNTY'S VISION IS TO BECOME THE ENTRUSTED CHAMPION THAT DRIVES IMPROVED OUTCOMES IN OUR COMMUNITY BY FUNDING SERVICES THAT IMPACT EDUCATION, INCOME (FINANCIAL STABILITY) AND HEALTH. FORM 990, PAGE 2, PART III, LINE 4A ALLOCATIONS AND AGENCY RELATIONS INCLUDE THE EVALUATION OF COMMUNITY NEEDS AND THE DISTRIBUTION OF FUNDS TO BEST MEET THOSE NEEDS. UNITED WAY OF LAKE COUNTY'S (UWLC) MANY VOLUNTEERS ARE CRITICAL DECISION- MAKERS WHEN MAKING PROGRAM FUNDING DECISIONS. STAFF LEAD THE GROUP, BUT IT IS THE COLLECTION OF 50+ VOLUNTEERS THAT MEET WEEKLY FOR SEVERAL MONTHS TO EVALUATE PROGRAMS, LISTEN TO AGENCY REPRESENTATIVES, THEN DECIDES WHICH PROGRAMS WILL RECEIVE FUNDING. STARTING THIS YEAR, UWLC UPDATED THEIR FUNDING MODEL AND OPENED UP THE APPLICATION PROCESS TO ALL NON-PROFITS IN LAKE COUNTY. THIS ALLOWED NEW PROGRAMS TO BE BROUGHT TO THE TABLE, EVALUATED, AND ULTIMATELY RECEIVE FUNDING IF THE VOLUNTEER PANELS RATED IT ACCORDINGLY. EVEN BEFORE THE PANDEMIC HAPPENED, UWLC WAS ALREADY MOVING TO AN ONLINE PLATFORM FOR APPLICATIONS AND EVALUATIONS, SO OUR DEDICATED VOLUNTEERS WERE ABLE TO MEET VIRTUALLY AND GO THROUGH THE ONLINE PROCESS OF EVALUATING ALL THE PROGRAMS THAT MADE IT THROUGH THE INITIAL LETTER OF INTENT (LOI) PROCESS. TO RAISE THE DOLLARS THAT OUR VOLUNTEERS ARE ABLE TO ALLOCATE, HUNDREDS OF COMPANIES RUN WORKPLACE CAMPAIGNS, INVOLVING CORPORATE GIFTS AND SPECIAL EVENTS, ALONG WITH HUNDREDS OF LAKE COUNTY RESIDENTS THAT GIVE INDIVIDUALLY THAT HELP KEEP LAKE COUNTY ENGAGED IN MAKING IT A BETTER PLACE TO LIVE AND WORK. FORM 990, PAGE 2, PART III, LINE 4B COMMUNITY PLANNING INCLUDES COORDINATION OF AGENCY STAFF, VOLUNTEERS, AND OTHER RESOURCES TO CONDUCT ACTIVITIES FOR THE BETTERMENT OF THE COMMUNITY. IN A YEAR WHERE A PANDEMIC TOTALLY CHANGED THE LANDSCAPE OF THE WORLD, LET ALONE LAKE COUNTY, UWLC HAD TO CHANGE AND ADAPT TO ENSURE WE WERE STILL MEETING THE ARISING COMMUNITY NEEDS. OUR BIGGEST, AND MOST IMPORTANT, UNDERTAKING WAS THE CREATION OF THE LAKE COUNTY RELIEF FUND (LCRF). WE STARTED THIS IN MID-MARCH AND BY THE END OF JUNE GARNERED NEARLY 140,000 IN SUPPORT OF THIS FUND WHERE 100% OF THE FUNDS RAISED WENT RIGHT BACK INTO THE COMMUNITY TO FUND PANDEMIC-RELATED RELIEF EFFORTS. WE HAD NEW COMPANIES STEP UP TO SUPPORT THE FUND, ALONG WITH DOZENS OF RESIDENTS THAT HAD NEVER SUPPORTED UWLC BEFORE. OUR LARGEST VOLUNTEER EFFORT OF THE YEAR IS OUR DAY OF CARING IN JUNE, BUT WE KNEW WE COULDN'T GET 600+ VOLUNTEERS TOGETHER AT DOZENS OF SITES ACROSS THE COUNTY, SO WE DECIDED TO ROLL OUT A DRIVE-BY DAY OF CARING. WE HAD FOUR LOCATIONS ACROSS LAKE COUNTY WHERE PEOPLE COULD DROP OFF CARE KITS (BABY, EDUCATIONAL, HEALTH, PPE, ETC.) AND WE COLLECTED ALL OF THE DONATIONS AND DISTRIBUTED THEM TO OUR PARTNER AGENCIES. IN THE MIDST OF THE LCRF AND NEW ALLOCATION PROCESS IN THE SPRING, WE STILL RAN OUR ANNUAL FEED LAKE COUNTY DRIVE THROUGH A SOLICITATION MAILING AND SEVERAL COMPANIES STILL RAN FOOD DRIVES THAT WERE COMFORTABLE DOING SO. BECAUSE OF THE SUPPORT OF SO MANY COMPANIES AND INDIVIDUALS, EVEN DURING A PANDEMIC, WE WERE ABLE TO DO A 20,000 FOOD DISTRIBUTION IN MARCH THEN FOLLOWED THAT UP WITH A MONETARY CHECK DISTRIBUTION IN MAY. THIS PROCESS WILL CONTINUE INTO THE NEW YEAR WHERE WE WILL BE ABLE TO SAFELY DISTRIBUTE FOOD AND CHECKS USING THE FUNDS RAISED DURING THIS CURRENT FISCAL YEAR. WE ALSO HAVE A FEW AFFINITY GROUPS THAT WERE ABLE TO CONTINUE RUNNING ALL YEAR LONG. BELOW ARE SOME HIGHLIGHTS FROM THEM: YOUTH UNITED WAY - MADE UP OF A GROUP OF HIGH SCHOOL STUDENTS, THE YUW PROGRAM IS A REAL-LIFE EXAMPLE OF EVALUATING COMMUNITY PROGRAMS AND GRANTING FUNDS TO THE MOST CRITICALLY NEEDED AREAS. THIS YEAR, THE GROUP GRANTED THEIR 5,000 ALLOCATION TO BE USED TOWARD THE LCRF. EMERGING LEADERS - MADE UP OF A GROUP OF LAKE COUNTY YOUNG PROFESSIONALS THAT HOST AN ANNUAL GOLF OUTING AND OTHER FUNDRAISING/NETWORK EVENTS THROUGHOUT THE YEAR, THEY ALSO RECEIVE GRANT APPLICATIONS FOR DOZENS OF PROGRAMS EACH YEAR AND HAVE TO DECIDE WHICH PROGRAMS MEET THE MOST CRITICAL NEEDS. THIS YEAR, THROUGH OUR NEW ALLOCATION MODEL, THEY GRANTED 15,000 TO THE MENTOR PUBLIC LIBRARY AND ITS DOLLY PARTON IMAGINATION LIBRARY PROGRAM. WOMEN UNITED AFFINITY GROUP - MADE UP OF A GROUP OF LAKE COUNTY WOMEN WHOSE MISSION IS TO IMPROVE THE LIVES OF WOMEN AND GIRLS IN LAKE COUNTY. THEY HOST A VARIETY OF FUNDRAISING EVENTS THROUGHOUT THE YEAR, INCLUDING A SPEAKER SERIES, MEMBERSHIP DRIVES, AND THEIR SIGNATURE EVENT HELD IN DECEMBER, WOMEN'S WINTERFEST. DOLLARS RAISED FROM WLC FUNDRAISING EFFORTS ARE ALLOCATED TO PROGRAMS THAT SUPPORT AT-RISK WOMEN AND GIRLS IN LAKE COUNTY. WOMEN UNITED ALLOCATED 51,000 TO SEVERAL PROGRAMS THROUGH THE NEW ALLOCATION MODEL, INCLUDING 10,000 TO THE LCRF. FORM 990, PAGE 6, PART VI, LINE 11B THE 990 WAS PREPARED BY AN INDEPENDENT CPA AND PROVIDED TO THE FINANCE STAFF AND MANAGEMENT FOR REVIEW. AFTER REVIEW AND MODIFICATIONS, 990 WAS PROVIDED TO THE FINANCE COMMITTEE, TO WHICH THE BOARD HAS DELEGATED AUTHORITY FOR 990 REVIEW ON BEHALF OF THE ORGANIZATION. AFTER THE FINANCE COMMITTEE REVIEWED THE 990 AND APPROVED IT FOR FILING, THE INFORMATION RETURN IS PROVIDED TO THE BOARD PRIOR TO BEING ELECTRONICALLY FILED. FORM 990, PAGE 6, PART VI, LINE 12C ALL OF THE GOVERNING BODY ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST FORM ON AN ANNUAL BASIS. WHEN VOTES ARE TAKEN ALL ARE REQUIRED TO DISCLOSE IF A CONFLICT EXISTS. ALL EMPLOYEES ARE ALSO REQUIRED TO FILL OUT A CONFLICT OF INTEREST FORM ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 15A IN DEPTH REVIEW OF THE EXECUTIVE DIRECTOR'S PERFORMANCE AS WELL AS REVIEW OF THE COMPARABILITY OF THE PRESIDENT'S SALARY WITH OTHER LIKE AGENCIES IS PERFORMED BY THE EXECUTIVE COMMITTEE, WHICH IS COMPRISED OF INDEPENDENT PERSONS. THE SALARY IS APPROVED BY THE BOARD AND IS DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. FORM 990, PAGE 6, PART VI, LINE 15B THERE WERE NO EMPLOYEES DEFINED AS KEY IN FISCAL YEAR JUNE 30, 2016, NOR WERE THERE ANY PAID OFFICERS OTHER THAN DISCLOSED ON LINE 15A. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 GRANT RECOVERY -4,000 GRANT RECOVERY 4,000