2020-02-25T08:35:13-06:00 2019-06-30 271235638 MCM CPAS & ADVISORS LLP 201 EAST FIFTH STREET SUITE 2100 CINCINNATI OH 45202 990 2018-07-01 310734490 BUTLER COUNTY UNITED WAY BUTL 5138630800 323 NORTH THIRD STREET HAMILTON OH 45011 MARGARET S BAKER PRESIDENT AND CEO 5138630800 2020-02-22 1 KATHLEEN MITTS CPA P01085771 5135791717 69.135.99.226 2020-02-22 10:42:55 ES P 8595AAFA42002144A748AB79A49D60812CE8BF3B 66F6A68831E4F80997BE26EFDA130FCAE742F652 2018 2020-09-23 17:36:50Z MARGARET S BAKER 323 NORTH THIRD STREET HAMILTON OH 45011 2179067 0 X WWW.BC-UNITEDWAY.ORG X 1920 OH CONNECT RESOURCES TO IMPORTANT COMMUNITY NEEDS 16 16 7 4514 0 0 2103031 1873870 133086 9118 47695 57401 10979 0 2294791 1940389 1165392 1159628 0 0 442290 440773 0 0 251668 625584 234768 2233266 1835169 61525 105220 1875066 1641887 1123924 962593 751142 679294 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 338766 9118 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. 1159628 1159628 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. 1498394 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 12 0 1 7 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 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 JOHN CLEMMONS MEMBER 0.80 X 0 0 0 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 LARRY MULLIGAN 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 MIKE HOLBROOK MEMBER 0.80 X 0 0 0 CAROL HAUSER MEMBER 0.80 X 0 0 0 KEVIN MCKINNEY MEMBER 0.80 X 0 0 0 HEATHER WELLS MEMBER 0.80 X 0 0 0 PETER ABNER VICE CHAIR 0.80 X X 0 0 0 MICHAEL BAIN TREASURER 0.80 X X 0 0 0 CATHERINE EVANS CHAIRPERSON 0.80 X X 0 0 0 SHAWN HAMILTON SECRETARY 0.80 X X 0 0 0 MARGARET BAKER PRESIDENT/CEO 50.00 X 105671 0 17296 105671 0 17296 1 0 0 0 0 690940 1182930 103869 1873870 ANDAR CONFERENCE INCOM 900099 6023 6023 IMPACT BREAKFAST 900099 1725 1725 211 HELP LINK 900099 1370 1370 9118 18744 18744 277335 238678 38657 38657 38657 1940389 9118 0 57401 1159628 1159628 114509 59739 11394 43376 249223 130019 24798 94406 50236 27170 4775 18291 26805 14223 2254 10328 2737 1216 583 938 31010 13774 6612 10624 3368 3368 4183 1858 892 1433 39012 19404 4670 14938 31877 11698 12397 7782 28218 14349 2958 10911 4262 2526 1424 312 13330 8608 1156 3566 3211 1410 478 1323 EQUIP MAINTENANCE & REN 40270 20366 4545 15359 MEMBERSHIP DUES 18321 910 388 17023 PROGRAM EVENTS 10024 10024 MISCELLANEOUS 4945 1472 2415 1058 1835169 1498394 85107 251668 173310 235919 240176 256101 879217 741973 516560 499356 20415 17204 460153 282718 101795 107972 1875066 1641887 12386 12449 29386 47436 1082152 902708 1123924 962593 X 701142 616069 50000 63225 751142 679294 1875066 1641887 X 105220 -7068 -170000 X X 0 1 X 1 0 X 1693576 1402346 1696119 2103031 1873870 8768942 1693576 1402346 1696119 2103031 1873870 8768942 2222425 6546517 26450 14134 16826 18165 18744 94319 3392 7501 0 10893 8874154 433896 0.73770 0.73010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 205986 3824 209810 204275 1711 205986 204603 -328 204275 315874 111271 204603 315874 315874 1.00000 0.00000 0.00000 1 0 389356 372152 17204 127204 127204 0 17204 BENEFICIAL INTEREST 107972 107972 ALLOCATIONS PAYABLE 902708 902708 X 1318867 -7068 50000 -13899 29033 1289834 3368 647187 650555 1940389 1390715 50000 50000 1340715 3368 491086 494454 1835169 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, 2019 AND 2018, THE ORGANIZATION OWED $47,436 AND $29,386 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 -13,899. PART XI, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE PLEDGES 170,000. DONOR DESIGNATED FUNDS 477,187. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED FUNDS 477,187. SPECIAL EVENT EXPENSES MOVED TO STATEMENT OF FUNCTIONAL EXPENSES 13,899. 1 4C FOR CHILDREN 2100 SHERMAN AVE 300 CINCINNATI OH 45212 310823634 501 C (3) 20000 RAMP UP FOR QUALITY AXIS TEEN CENTERS-EDGE TEEN CENTER 7568 WYANDOT LANE 2 LIBERTY TOWNSHIP OH 45044 261438129 501 C (3) 5000 ACADEMIC SUCCESS AMERICAN RED CROSS CINCINNATI DAYTON REGION AMERICAN RED CROSS 2111 DANA AVE CINCINNATI OH 45207 530196605 501 C (3) 12109 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 BOYS & GIRLS CLUB OF HAMILTON 958 EAST AVE HAMILTON OH 45011 310616383 501 C (3) 50000 447 ESTIMATED VALUE ART SUPPLIES AFTER SCHOOL/SUMMER YOUTH BOYS & GIRLS CLUB OF WCL 8749 CINCINNATI DAYTON ROAD WEST CHESTER TOWNSHIP OH 45069 463631593 501 C (3) 25000 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 EVERY CHILD SUCCEEDS BUTLER COUNTY SPECIAL OLYMPICS 1809 GLOUCESTER DR FAIRFIELD OH 45014 311291263 501 C (3) 9807 SPECIAL OLYMPICS CATHOLIC CHARITIES OF SW OHIO 1910 FAIRGROVE AVE SUITE B HAMILTON OH 45011 530196617 501 C (3) 40472 PARENT PROJECT ENVISION PARTNERSHIPS 2935 HAMILTON MASON RD HAMILTON OH 45011 310784671 501 C (3) 30000 PROJECT SUCCESS FAMILY RESOURCE CENTER 5445 COLLEGE CORNER PIKE OXFORD OH 45056 310958091 501 C (3) 20000 EMERGENCY ASSISTANCE FUNDS GIRL SCOUTS WESTERN OHIO 4930 CORNELL RD CINCINNATI OH 45242 310679091 501 C (3) 8080 LEADERSHIP EXPERIENCE 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) 35000 BUILDING SUCCESS HOPE HOUSE RESCUE MISSION 34 S MAIN ST MIDDLETOWN OH 45044 311254976 501 C (3) 5046 EMERGENCY SHELTER LIFESPAN 1900 FAIRGROVE AVE HAMILTON OH 45011 310536660 501 C (3) 33000 SCHOOL BASED SOCIAL SERVICES MENTORING PARTNERS OF CINCINNATI CO GLOBAL SERVICE NETWORK PO BOX 1809 APEX NC 27502 208686806 501 C (3) 5000 RELATIONSHIPS FOR LIFE OXFORD COMMUNITY CHOICE PANTRY 400 W WITHROW STREET OXFORD OH 45056 510596248 501 C (3) 6000 FOOD ASSISTANCE OXFORD FREE CLINIC PO BOX 390 OXFORD OH 45056 204253386 501 C (3) 5000 MEDICATION AND TESTING PROGRAM OXFORD LITERACY TEAM PO BOX 601 OXFORD OH 45056 260201382 501 C (3) 3000 SUPER SUMMER READERS OXFORD SENIOR CITIZENS INC 922 TOLLGATE DRIVE OXFORD OH 45056 310934786 501 C (3) 34000 ADULT DAY SERVICES 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) 65500 BACKPACK/COMPREHENSIVE HUNGER RELIEF SOJOURNER RECOVERY SERVICES 515 DAYTON ST HAMILTON OH 45011 311070029 501 C (3) 19000 43197 ESTIMATED VALUE CLOTHING PERINATAL SERVICES SUPPORTS TO ENCOURAGE LOW-INCOME FAMILIES 1790 AB S ERIE BLVD HAMILTON OH 45011 311445223 501 C (3) 5000 BUILD UP ACADEMY WOMEN HELPING WOMEN 215 E 9TH ST CINCINNATI OH 45202 310864991 501 C (3) 27000 BUTLER COUNTY RAPE CRISES YWCA 244 DAYTON ST HAMILTON OH 45011 310537167 501 C (3) 30000 464 ESTIMATED VALUE LAUNDRY DETERGENT DOVE HOUSE THE SALVATION ARMY 235 LUDLOW ST HAMILTON OH 45011 135562351 501 C (3) 44122 ESTIMATED VALUE CLOTHING/CANNED GOODS HELP PEOPLE IN NEED 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 100159 FMV X TEDDY BEARS 0 3710 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 -170,000. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES (OTHER THAN MEMBERSHIP CHANGES) TO THE AUDIT COMMITTEE.