2021-02-10T11:17:05-06:00 2020-06-30 271235638 MCM CPAS & ADVISORS LLP 201 EAST FIFTH STREET SUITE 2100 CINCINNATI OH 45202 990 2019-07-01 310734490 BUTLER COUNTY UNITED WAY BUTL 5138630800 323 NORTH THIRD STREET HAMILTON OH 45011 MARGARET S BAKER PRESIDENT AND CEO 5138630800 2021-02-08 1 KATHLEEN MITTS CPA P01085771 5135791717 2019 2022-09-23 18:48:47Z MARGARET S BAKER 323 NORTH THIRD STREET HAMILTON OH 45011 2156634 0 X WWW.BC-UNITEDWAY.ORG X 1920 OH CONNECT RESOURCES TO IMPORTANT COMMUNITY NEEDS 15 15 9 4869 0 0 1873870 2123314 9118 0 57401 11988 0 0 1940389 2135302 1159628 1396836 0 0 440773 426050 0 0 216981 234768 178273 1835169 2001159 105220 134143 1641887 1713325 962593 1039911 679294 673414 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 304069 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 ALLIGNED 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. 1396836 1396836 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. 1700905 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 10 0 1 9 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 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 50.00 X 100671 0 16181 NABILA AHMAD MEMBER 0.80 X 0 0 0 AMY MECECHKO 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 KEVIN MCKINNEY 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 PETER ABNER VICE CHAIR 0.80 X X 0 0 0 CATHERINE EVANS CHAIRPERSON 0.80 X X 0 0 0 LARRY MULLIGAN TREASURER 0.80 X X 0 0 0 SHAWN HAMILTON SECRETARY 0.80 X X 0 0 0 100671 0 16181 1 0 0 0 0 657615 1465699 469649 2123314 11752 11752 21568 21332 236 236 236 2135302 0 0 11988 1396836 1396836 116852 62112 10069 44671 236484 125702 20377 90405 46086 25759 3553 16774 26628 13849 2831 9948 373 180 62 131 25500 12330 4219 8951 3719 3719 6757 3267 1118 2372 16474 8380 1904 6190 26763 10560 9687 6516 26126 13624 2063 10439 2694 1845 769 80 3558 938 417 2203 14046 14046 3527 1552 529 1446 EQUIP MAINTENANCE & REN 42801 20963 6713 15125 MEMBERSHIP DUES 3181 1504 593 1084 MISCELLANEOUS 2754 1504 604 646 2001159 1700905 83273 216981 235919 252624 256101 294003 741973 691157 516560 502883 17204 13677 282718 298875 107972 162989 1641887 1713325 12449 19507 47436 111708 0 70795 902708 837901 962593 1039911 X 616069 612664 63225 60750 679294 673414 1641887 1713325 X 134143 -23 -140000 X X 0 1 X 1 0 X 1402346 1696119 2103031 1873870 2123314 9198680 1402346 1696119 2103031 1873870 2123314 9198680 2641913 6556767 14134 16826 18165 18744 11752 79621 3392 7501 10893 9289194 370016 0.70580 0.73770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 209810 3800 213610 205986 3824 209810 204275 1711 205986 204603 -328 204275 315874 111271 204603 1.00000 0.00000 0.00000 1 0 389356 375679 13677 127204 127204 0 13677 BENEFICIAL INTEREST 100634 RESTRICTED CASH - FISCAL AGENT 62355 162989 ALLOCATIONS PAYABLE 837901 837901 X 1679732 -23 42000 -235 41742 1637990 3719 493593 497312 2135302 1685612 42000 42000 1643612 3719 353828 357547 2001159 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 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, 2020 AND 2019, THE ORGANIZATION OWED $49,353 AND $47,436 TO OTHER UNITED WAYS. 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 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 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES MOVED TO STATEMENT OF FUNCTIONAL EXPENSES -235. PART XI, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE PLEDGES 140,000. DONOR DESIGNATED FUNDS 353,593. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED FUNDS 353,593. SPECIAL EVENT EXPENSES MOVED TO STATEMENT OF FUNCTIONAL EXPENSES 235. 1 4C FOR CHILDREN 2100 SHERMAN AVE 300 CINCINNATI OH 45212 310823634 501 C (3) 20000 ADVANCING TO HIGH QUALITY AXIS TEEN CENTERS-EDGE TEEN CENTER 7568 WYANDOT LANE 2 LIBERTY TOWNSHIP OH 45044 261438129 501 C (3) 7000 ACADEMIC SUCCESS AMERICAN CANCER SOCIETY 2808 READING ROAD CINCINNATI OH 45206 131788491 501 C (3) 7523 DONOR DESIGNATIONS AMERICAN RED CROSS CINCINNATI DAYTON REGION AMERICAN RED CROSS 2111 DANA AVE CINCINNATI OH 45207 530196605 501 C (3) 15000 EMERGENCY DISASTER SERVICES BIG BROTHERS BIG SISTERS 1755 S ERIE BLVD SUITE D HAMILTON OH 45011 310846147 501 C (3) 55000 ONE TO ONE MENTORING BOOKER T WASHINGTON COMMUNITY CENTER 1140 S FRONT STREET HAMILTON OH 45011 316061426 501 C (3) 0 15349 ESTIMATED VALUE SCHOOL SUPPLIES; TEDDY BEARS PROVIDE FOR STUDENT NEEDS BOYS & GIRLS CLUB OF HAMILTON 958 EAST AVE HAMILTON OH 45011 310616383 501 C (3) 50000 660 ESTIMATED VALUE CHAIRS 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 PARACHUTE: CASA BUTLER COUNTY EDUCATION SERVICE CENTER 400 N ERIE BLVD A HAMILTON OH 45011 311628467 501 C (3) 30000 7909 ESTIMATED VALUE COMMUNITY BABY SHOWER ITEMS; TEDDY BEARS; MEALS 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 BACK LANE FAIRFIELD OH 45011 316000798 501 C (3) 10000 FAIRFIELD PREVENTION COALITION FAIRFIELD FOOD PANTRY 78 DONALD DRIVE FAIRFIELD OH 45014 311468906 501 C (3) 5667 DONOR DESIGNATIONS FAMILY RESOURCE CENTER 5445 COLLEGE CORNER PIKE OXFORD OH 45056 310958091 501 C (3) 20000 EMERGENCY ASSISTANCE FUNDS FAMILY PROMISE OF BUTLER COUNTY INC PO BOX 95 HAMILTON OH 45012 472155537 501 C (3) 10000 SERVICE COORDINATION FOR DIVERSION 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 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 121294 ESTIMATED VALUE CLOTHING, COATS, BASIC NEEDS. 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) 12982 DONOR DESIGNATIONS OXFORD SENIOR CITIZENS INC 922 TOLLGATE DRIVE OXFORD OH 45056 310934786 501 C (3) 33000 220 ESTIMATED VALUE WALKERS, SHOWER SEAT, & BATHROOM SEAT ADULT DAY SERVICES, OUTREACH SERVICES, RECREATION/WELLNESS, SENIOR AND MEDICAL TRANSPORTATION PRIMARY HEALTH SOLUTIONS 300 HIGH STREET HAMILTON OH 45011 311694200 501 C (3) 20000 ACCESS TO INTEGRATED DENTAL CARE PRO CIRC 1450 BROADWAY FLOOR 23 NEW YORK NY 10018 980522510 0 15112 ESTIMATED VALUE BLANKETS PROVIDE BASIC NEEDS 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 2433 ESTIMATED VALUE COATS PERINATAL SERVICES ST JOSEPH ORPHANAGE 5400 EDALBERT DRIVE CINCINNATI OH 45239 310537147 501 C (3) 5664 DONOR DESIGNATIONS 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 THE SALVATION ARMY 235 LUDLOW ST HAMILTON OH 45011 135562351 501 C (3) 0 303210 ESTIMATED VALUE WINTER CLOTHES; THANKSGIVING FOOD PROVIDE BASIC NEEDS UNITED WAY OF CENTRAL & NE CONN 30 LAUREL STREET HARTFORD CT 06106 060646653 501 C (3) 6911 DONOR DESIGNATIONS 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 29 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 449252 FMV X SCHOOL SUPPLIES 0 10997 X TEDDY BEARS AND TOYS 0 6958 X FOOD ITEMS 0 2442 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 -140,000. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES (OTHER THAN MEMBERSHIP CHANGES) TO THE AUDIT COMMITTEE.