SHELBY COUNTY UNITED WAY INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SHELBY COUNTY UNITED WAY INC (EIN 34-4473288)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-05
- IRS object ID
- 201903099349300105
- Schema version
- 2018v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-05T07:20:36-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341205613 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCRATE DELAET & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 339 | AddressLine1Txt |
| City | SIDNEY | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 453650339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 344473288 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELBY COUNTY UNITED WAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEL | BusinessNameControlTxt |
| Phone | 9374922101 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 232 S OHIO AVE | AddressLine1Txt |
| City | SIDNEY | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 453650751 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADAM KOENIG | PersonNm |
| Person Title | BOARD PRESIDENT | PersonTitleTxt |
| Phone | 9374922101 | PhoneNum |
| Signature | 2019-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONALD C GOETTEMOELLER | PreparerPersonNm |
| PTIN | P00020557 | PTIN |
| Phone | 9374923161 | PhoneNum |
| Preparation | 2019-11-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-05 | IPDt |
| IP Tm | 07:20:36 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CD5B51CC0EDEE49CD7EDB8BF081A983F656289D0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E098D37C81DCC429B29810E1DEE66A9307E2CFAB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELBY COUNTY UNITED WAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ADAM KOENIG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15213 STATE ROUTE 274 | AddressLine1Txt |
| City | BOTKINS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,623,028 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | SHELBYCOUNITEDWAY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | SHELBY COUNTY UNITED WAY, INC. CONDUCTS AN ANNUAL FUND RAISING CAMPAIGN TO PROVIDE FUNDING TO HUMAN SERVICE ORGANIZATIONS IN SHELBY COUNTY. OUR MISSION IS TO CONTINUALLY IDENTIFY, EVALUATE AND MAKE POSSIBLE THE HUMAN SERVICES NEEDED IN OUR COMMUNITY. WE STRIVE TO PROMOTE THE VALUES OF COMPASSION, INTEGRITY, COMMUNITY, LEADERSHIP, SERVICE AND VOLUNTEERISM IN OUR ORGANIZATION AND IN THE AREAS THAT WE SERVE. THE VISION OF THE SHELBY COUNTY UNITED WAY IS TO LEAD COLLABORATIVE EFFORTS IN BUILDING A BETTER COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 491 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,533,166 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,473,886 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $36,814 | PYInvestmentIncomeAmt |
| CY Investment Income | $37,962 | CYInvestmentIncomeAmt |
| PY Other Revenue | $15,163 | PYOtherRevenueAmt |
| CY Other Revenue | $16,518 | CYOtherRevenueAmt |
| PY Total Revenue | $1,585,143 | PYTotalRevenueAmt |
| CY Total Revenue | $1,528,366 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,163,471 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,219,791 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $139,241 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $148,706 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $96,826 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $108,391 | PYOtherExpensesAmt |
| CY Other Expenses | $114,614 | CYOtherExpensesAmt |
| PY Total Expenses | $1,411,103 | PYTotalExpensesAmt |
| CY Total Expenses | $1,483,111 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $174,040 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $45,255 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,324,393 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,390,739 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,054,617 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,053,788 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,269,776 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,336,951 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SHELBY COUNTY UNITED WAY, INC. CONDUCTS AN ANNUAL FUND RAISING CAMPAIGN TO PROVIDE FUNDING TO HUMAN SERVICE ORGANIZATIONS IN SHELBY COUNTY. OUR MISSION IS TO CONTINUALLY IDENTIFY, EVALUATE AND MAKE POSSIBLE THE HUMAN SERVICES NEEDED IN OUR COMMUNITY. WE STRIVE TO PROMOTE THE VALUES OF COMPASSION, INTEGRITY, COMMUNITY, LEADERSHIP, SERVICE AND VOLUNTEERISM IN OUR ORGANIZATION AND IN THE AREAS THAT WE SERVE. THE VISION OF THE SHELBY COUNTY UNITED WAY IS TO LEAD COLLABORATIVE EFFORTS IN BUILDING A BETTER COMMUNITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,291,963 | ExpenseAmt |
| Grant | $1,219,791 | GrantAmt |
| Desc | ANNUAL FUND RAISING CAMPAIGN THAT SUPPORTS OVER 40 ORGANIZATIONS AND PROGRAMS THROUGH THE PARTNER AGENCY ALLOCATIONS PROCESS AND SPECIAL PROJECT GRANTS. ASSISTS WITH IDENTIFYING, ASSESSING, AND IMPLEMENTING HUMAN SERVICES IN SHELBY COUNTY. FACILITATES AN ALLOCATION PROCESS IN COLLABORATION WITH COMMUNITY VOLUNTEERS TO DETERMINE AND DISTRIBUTE FUNDS RAISED THROUGH THE ANNUAL CAMPAIGN TO LOCAL NON-PROFIT HEALTH AND HUMAN SERVICE PROGRAMS. PROVIDES TRAINING, COACHING, AND CONSULTATION FOR LOCAL AGENCIES, VOLUNTEERS, AND COMMUNITY DONORS. SERVICE: INFORMATION & REFERRAL AND COMMUNITY COLLABORATION ACTIVITIES. COMMUNITY IMPACT MEASURES THAT OUR ORGANIZATION PROVIDES INCLUDE THE PROMOTION, HEALTH AND WELL BEING OF ELIGIBLE INDIVIDUALS WITH MEDICAL NEEDS AND DEVELOPMENTAL DISABILITIES, THE STRENGTHENING OF FAMILIES AND INDIVIDUALS, THE INVESTING OF OUR SERVICES IN THE YOUTH AND CHILDREN OF THE COMMUNITY, THE ENRICHMENT OF THE LIVES OF SENIORS AND THE CARING FOR PEOPLE IN CRISIS. AGENCY: SHELBY COUNTY UNITED WAY ADDRESS: 232 S OHIO AVE., P.O. BOX 751, SIDNEY, OH 45365-0751 PHONE: 937-492-2101 FAX: 937-492-1552 E-MAIL: SBARR@SHELBYCOUNITEDWAY.ORG HOURS: 8:30 AM - 5:00 PM SERVICE AREA: SHELBY COUNTY FEE POLICY: N/A ELIGIBILITY: RESIDENTS AND EMPLOYEES OF SHELBY COUNTY CAN ACCESS UNITED WAY AGENCY SERVICES | Desc |
| Total Program Service Expenses | $1,291,963 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAYNE SMITH | PersonNm |
| Phone | 9374922101 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 232 S OHIO AVE | AddressLine1Txt |
| City | SIDNEY | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45365 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| SCOTT BARR | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $66,835 | $0 | $3,362 | |
| LISA BENANZER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CINDY BEY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ALLEN BERTKE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| HEATHER BOERGER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID CHIVINGTON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TONY FULLENKAMP | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CAM HALLER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOSHUA KOLTAK | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DIANE MAGOTEAUX | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA MEININGER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CINDY OHLSEN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS ROSSMAN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRENT SCHROEDER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DMITRI WILLIAMS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE LOCHARD | ||||||
| PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ADAM KOENIG | ||||||
| BOARD PRESID | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CINDY ENDSLEY | ||||||
| 2ND VICE PRE | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JACKIE DAVIS | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TIFFANY RANK | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LENORA RANDOLPH | ||||||
| IMMEDIATE PA | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $66,835 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $3,362 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $1,473,886 | AllOtherContributionsAmt |
| Total Contributions | $1,473,886 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,221 | TotalRevenueColumnAmt |
| Exclusion | $24,221 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $108,403 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $92,567 | SecuritiesAmt |
| Other | $2,095 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,836 | SecuritiesAmt |
| Other | -$2,095 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,741 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$2,095 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $15,836 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEE RETAINED | Desc |
| Total Revenue Column | $16,518 | TotalRevenueColumnAmt |
| Exclusion | $16,518 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $16,518 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,528,366 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$2,095 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $56,575 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,219,791 | TotalAmt |
| Program Services | $1,219,791 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,219 | TotalAmt |
| Program Services | $33,597 | ProgramServicesAmt |
| Management And General | $47,811 | ManagementAndGeneralAmt |
| Fundraising | $47,811 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,487 | TotalAmt |
| Program Services | $5,067 | ProgramServicesAmt |
| Management And General | $7,210 | ManagementAndGeneralAmt |
| Fundraising | $7,210 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,011 | TotalAmt |
| Program Services | $951 | ProgramServicesAmt |
| Management And General | $18,060 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,846 | TotalAmt |
| Program Services | $2,040 | ProgramServicesAmt |
| Management And General | $2,589 | ManagementAndGeneralAmt |
| Fundraising | $3,217 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,085 | TotalAmt |
| Program Services | $802 | ProgramServicesAmt |
| Management And General | $1,141 | ManagementAndGeneralAmt |
| Fundraising | $1,142 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,106 | TotalAmt |
| Program Services | $4,290 | ProgramServicesAmt |
| Management And General | $11,108 | ManagementAndGeneralAmt |
| Fundraising | $9,708 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,320 | TotalAmt |
| Program Services | $14,320 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $432 | TotalAmt |
| Program Services | $144 | ProgramServicesAmt |
| Management And General | $144 | ManagementAndGeneralAmt |
| Fundraising | $144 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,082 | TotalAmt |
| Program Services | $801 | ProgramServicesAmt |
| Management And General | $1,141 | ManagementAndGeneralAmt |
| Fundraising | $1,140 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| OTHER OPERATING EXPENSES: | $20,160 | $20,160 | ||
| ENHANCED GIVING | $6,284 | $6,284 | ||
| POWER GRANTS | $6,000 | $6,000 | ||
| OTHER OPERATING-G&A | $5,118 | $5,118 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,170 | TotalAmt |
| Program Services | $4,160 | ProgramServicesAmt |
| Fundraising | $10 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,483,111 | TotalAmt |
| Program Services | $1,291,963 | ProgramServicesAmt |
| Management And General | $94,322 | ManagementAndGeneralAmt |
| Fundraising | $96,826 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50 | BOYAmt |
| EOY | $50 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,070,352 | BOYAmt |
| EOY | $1,082,019 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $527,428 | BOYAmt |
| EOY | $542,240 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $18,365 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,293 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,602 | BOYAmt |
| EOY | $72 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $692,646 | BOYAmt |
| EOY | $733,961 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,315 | BOYAmt |
| EOY | $32,397 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,324,393 | BOYAmt |
| EOY | $2,390,739 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,939 | BOYAmt |
| EOY | $76,588 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,051,106 | BOYAmt |
| EOY | $977,200 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,572 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,054,617 | BOYAmt |
| EOY | $1,053,788 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,060,867 | BOYAmt |
| EOY | $1,023,786 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $208,909 | BOYAmt |
| EOY | $313,165 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,269,776 | BOYAmt |
| EOY | $1,336,951 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,324,393 | BOYAmt |
| EOY | $2,390,739 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $45,255 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $21,920 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,415,623 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,392,577 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,304,038 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,533,166 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,473,886 | CurrentTaxYearAmt |
| Total | $7,119,290 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,415,623 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,392,577 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,304,038 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,533,166 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,473,886 | CurrentTaxYearAmt |
| Total | $7,119,290 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $524,547 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,594,743 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,289 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,289 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,892 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,635 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,221 | CurrentTaxYearAmt |
| Total | $125,326 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,454 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,395 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,731 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,163 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,518 | CurrentTaxYearAmt |
| Total | $83,261 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,327,877 | TotalSupportAmt |
| Public Support CY170 | 0.90000 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97310 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | ADMINISTRATIVE FEE 83,261 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,489,496 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,489,496 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $223,950 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $55,988 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $224,163 | CurrentYearMinus3Amt |
| Current Year Minus2 | $219,061 | CurrentYearMinus2Amt |
| Current Year Minus1 | $216,110 | CurrentYearMinus1Amt |
| Current Year | $223,950 | CurrentYearAmt |
| Total | $883,284 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,324,926 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $56,041 | CurrentYearMinus3Amt |
| Current Year Minus2 | $54,765 | CurrentYearMinus2Amt |
| Current Year Minus1 | $54,028 | CurrentYearMinus1Amt |
| Current Year | $55,988 | CurrentYearAmt |
| Total | $220,822 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $331,233 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $447,437 | BeginningYearBalanceAmt |
| Other Expenditures | $849 | OtherExpendituresAmt |
| End Year Balance | $446,588 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $450,669 | BeginningYearBalanceAmt |
| Contributions | $1,700 | ContributionsAmt |
| Investment Earnings Or Losses | $2,307 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,239 | OtherExpendituresAmt |
| End Year Balance | $447,437 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $448,072 | BeginningYearBalanceAmt |
| Contributions | $2,597 | ContributionsAmt |
| End Year Balance | $450,669 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $456,251 | BeginningYearBalanceAmt |
| Other Expenditures | $8,179 | OtherExpendituresAmt |
| End Year Balance | $448,072 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $487,149 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $25,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,898 | OtherExpendituresAmt |
| End Year Balance | $456,251 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,365 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,293 | DepreciationAmt |
| Book Value | $72 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $72 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $1,257,277 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $21,920 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $21,920 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,235,357 | RevenueSubtotalAmt |
| Other Revenues Not Included | $293,009 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $293,009 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,528,366 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,190,102 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,190,102 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $293,009 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $293,009 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,483,111 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | DIRECT AGENCY DONOR DESIGNATIONS 142,424 OTHER UNITED WAY DONATION 150,585 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | DIRECT AGENCY DONOR DESIGNATIONS 142,424 OTHER UNITED WAY DONATION 150,585 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (30 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 1314 BARNHART ROAD | TROY | OH | 45373 | 310536678 | 3 | $8,100 | PEOPLE IN CRISIS |
| BIG BROTHERS BIG SISTERS | |||||||
| 121 E NORTH STREET | SIDNEY | OH | 45365 | 341262676 | 3 | $55,000 | INVESTING IN YOUTH |
| REHAB CENTER FOR NEUROLOGICAL DEV | |||||||
| 1306 GARBRY ROAD | PIQUA | OH | 45356 | 237202001 | 3 | $27,000 | HEALTH & WELL BEING |
| ALPHA COMMUNITY CENTER | |||||||
| 330 E COURT STREET | SIDNEY | OH | 45365 | 311131824 | 3 | $47,500 | FAMILY SERVICES |
| CATHOLIC SOCIAL SERVICES | |||||||
| 1201 FAIRINGTON DRIVE | SIDNEY | OH | 45365 | 310536645 | 3 | $30,000 | SENIOR SERVICES |
| MIAMI VALLEY BOY SCOUT COUNCIL | |||||||
| 4999 NORTHCUTT PLACE | DAYTON | OH | 45414 | 310537124 | 3 | $30,000 | INVESTING IN YOUTH |
| NEW CHOICES | |||||||
| PO BOX 4182 | SIDNEY | OH | 45365 | 311125935 | 3 | $55,000 | PEOPLE IN CRISIS |
| SHELBY CO ADULT DAY CARE | |||||||
| 2901 FAIR ROAD | SIDNEY | OH | 45365 | 346401342 | 3 | $25,000 | SENIOR SERVICES |
| SIDNEYSHELBY CO SENIOR CENTER | |||||||
| 201 RM DAVIS PARKWAY | PIQUA | OH | 45356 | 237299345 | 3 | $53,000 | SENIOR SERVICES |
| SIDNEYSHELBY CO YMCA | |||||||
| 300 PARKWOOD STREET | SIDNEY | OH | 45365 | 346596911 | 3 | $93,000 | FAMILY SERVICES |
| SHELBY COUNTY ARC | |||||||
| PO BOX 544 | SIDNEY | OH | 45365 | 346408693 | 3 | $31,000 | HEALTH & WELL BEING |
| VICTIM SERVICES | |||||||
| 202 EAST POPLAR STREET | SIDNEY | OH | 45365 | 346401342 | 3 | $20,000 | PEOPLE IN CRISIS |
| SAMARITAN WORKS | |||||||
| 230 W POPLAR STREET | SIDNEY | OH | 45365 | 200771376 | 3 | $65,000 | PEOPLE IN CRISIS |
| COMPASSIONATE CARE | |||||||
| 124 NORTH OHIO AVE | SIDNEY | OH | 45365 | 208479583 | 3 | $75,000 | HEALTH & WELL BEING |
| WILMA VALENTINE AGENCY | |||||||
| 1200 SOUTH CHILDRENS HOME RD | SIDNEY | OH | 45365 | 311596196 | 3 | $85,500 | FAMILY SERVICES |
| CLEAR CREEK FARMS | |||||||
| PO BOX 1433 | PIQUA | OH | 45356 | 310982443 | 3 | $40,000 | FAMILY SERVICES |
| SHELBY COUNTY-CASAGAL | |||||||
| PO BOX 4187 | SIDNEY | OH | 45365 | GOV | $15,000 | INVESTING IN YOUTH | |
| SENIOR HEALTH-CATHOLIC SOCIAL SERVI | |||||||
| 1201 FAIRINGTON DR | SIDNEY | OH | 45365 | 310536645 | 3 | $40,000 | SENIOR SERVICES |
| EMERGENCY HOUSING & UTILITIES | |||||||
| 330 E COURT ST | SIDNEY | OH | 45365 | 311131824 | 3 | $18,000 | PEOPLE IN CRISIS |
| SAFE HAVEN | |||||||
| 633 NORTH WAYNE ST | PIQUA | OH | 45356 | 311458088 | 3 | $18,000 | HEALTH & WELL BEING |
| SPECIAL PROJECTS | |||||||
| 232 S OHIO AVE | SIDNEY | OH | 45365 | 344473288 | 3 | $99,091 | INVESTING IN COMMUNI |
| OTHER UNITED WAY DONOR DESIGNATION | |||||||
| VARIOUS LOCATIONS | VARIOUS | OH | 45365 | 3 | $150,585 | DESIGNATION TO OTHER | |
| SHELBY COUNTY SALVATION ARMY | |||||||
| 419 N BUCKEYE AVE | SIDNEY | OH | 45365 | 135562351 | $7,500 | PEOPLE IN CRISIS | |
| COMMUNITY CHRISTMAS DINNER | |||||||
| 232 S OHIO AVE | SIDNEY | OH | 45373 | 344473288 | $5,386 | FAMILY SERVICES | |
| AGENCY ALLOCATIONSIMAGINATION LIBR | |||||||
| 230 E NORTH ST | SIDNEY | OH | 45365 | 346401347 | $21,000 | COMMUNITY INITIATIVE | |
| AGAPE | |||||||
| 209 BROOKLYN AVE PO BOX 808 | SIDNEY | OH | 45365 | 300224502 | 3 | $40,000 | HEALTH & WELL BEING |
| MIDWEST REGIONAL ESC ALT SCHOOL | |||||||
| 129 E COURT ST | SIDNEY | OH | 45365 | 465034225 | 3 | $18,000 | INVESTING IN YOUTH |
| SHERIFF STAR HOUSE | |||||||
| 555 GEARHART RD | SIDNEY | OH | 45365 | 346401342 | 3 | $30,000 | PEOPLE IN CRISIS |
| 211 PROGRAMING | |||||||
| 232 S OHIO AVE | SIDNEY | OH | 45365 | 344473288 | 3 | $6,000 | COMMUNITY INITIATIVE |
| STUDENT UNITED WAY | |||||||
| 232 S OHIO AVE | SIDNEY | OH | 45365 | 344473288 | 3 | $10,593 | COMMUNITY INITIATIVE |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, ITEM C | SHELBY COUNTY UNITED WAY |
| FORM 990 - ORGANIZATION'S MISSION | SHELBY COUNTY UNITED WAY, INC. CONDUCTS AN ANNUAL FUND RAISING CAMPAIGN TO PROVIDE FUNDING TO HUMAN SERVICE ORGANIZATIONS IN SHELBY COUNTY. OUR MISSION IS TO CONTINUALLY IDENTIFY, EVALUATE AND MAKE POSSIBLE THE HUMAN SERVICES NEEDED IN OUR COMMUNITY. WE STRIVE TO PROMOTE THE VALUES OF COMPASSION, INTEGRITY, COMMUNITY, LEADERSHIP, SERVICE AND VOLUNTEERISM IN OUR ORGANIZATION AND IN THE AREAS THAT WE SERVE. THE VISION OF THE SHELBY COUNTY UNITED WAY IS TO LEAD COLLABORATIVE EFFORTS IN BUILDING A BETTER COMMUNITY. |
| FORM 990, PAGE 2, PART III, LINE 4A | ANNUAL FUND RAISING CAMPAIGN THAT SUPPORTS OVER 40 ORGANIZATIONS AND PROGRAMS THROUGH THE PARTNER AGENCY ALLOCATIONS PROCESS AND SPECIAL PROJECT GRANTS. ASSISTS WITH IDENTIFYING, ASSESSING, AND IMPLEMENTING HUMAN SERVICES IN SHELBY COUNTY. FACILITATES AN ALLOCATION PROCESS IN COLLABORATION WITH COMMUNITY VOLUNTEERS TO DETERMINE AND DISTRIBUTE FUNDS RAISED THROUGH THE ANNUAL CAMPAIGN TO LOCAL NON-PROFIT HEALTH AND HUMAN SERVICE PROGRAMS. PROVIDES TRAINING, COACHING, AND CONSULTATION FOR LOCAL AGENCIES, VOLUNTEERS, AND COMMUNITY DONORS. SERVICE: INFORMATION & REFERRAL AND COMMUNITY COLLABORATION ACTIVITIES. COMMUNITY IMPACT MEASURES THAT OUR ORGANIZATION PROVIDES INCLUDE THE PROMOTION, HEALTH AND WELL BEING OF ELIGIBLE INDIVIDUALS WITH MEDICAL NEEDS AND DEVELOPMENTAL DISABILITIES, THE STRENGTHENING OF FAMILIES AND INDIVIDUALS, THE INVESTING OF OUR SERVICES IN THE YOUTH AND CHILDREN OF THE COMMUNITY, THE ENRICHMENT OF THE LIVES OF SENIORS AND THE CARING FOR PEOPLE IN CRISIS. AGENCY: SHELBY COUNTY UNITED WAY ADDRESS: 232 S OHIO AVE., P.O. BOX 751, SIDNEY, OH 45365-0751 PHONE: 937-492-2101 FAX: 937-492-1552 E-MAIL: SBARR@SHELBYCOUNITEDWAY.ORG HOURS: 8:30 AM - 5:00 PM SERVICE AREA: SHELBY COUNTY FEE POLICY: N/A ELIGIBILITY: RESIDENTS AND EMPLOYEES OF SHELBY COUNTY CAN ACCESS UNITED WAY AGENCY SERVICES |
| FORM 990, PAGE 6, PART VI, LINE 11B | A COPY OF FORM 990 IS PRESENTED TO THE GOVERNING BODY PRIOR TO THE FILING. THE GOVERNING BODY THEN REVIEWS AND APPROVES THE FORM 990 AT ITS REGULAR MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | VOLUNTEERS, TRUSTEES AND STAFF WHO BECOME AWARE OF A CONFLICT OF INTEREST MUST DISCLOSE IT TO THE BOARD OF TRUSTEES. THIS DISCLOSURE IS REQUIRED TO BE MADE PRIOR TO THE BOARD'S FORMAL DISCUSSION REGARDING AN ISSUE WHICH FORMS THE BASIS OF THE CONFLICT OF INTEREST. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE ORGANIZATION'S PROCESS FOR THE DETERMINATION OF COMPENSATION FOR THE EXECUTIVE DIRECTOR INCLUDES THE COMPARISON OF ORGANIZATIONS SIMILAR IN BOTH SIZE AND JOB RESPONSIBILITIES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | DIRECT AGENCY DONOR DESIGNATIONS -142,424 OTHER UNITED WAY DONATION -150,585 DIRECT AGENCY DONOR DESIGNATIONS 142,424 OTHER UNITED WAY DONATION 150,585 |
Comments