2018-02-13T15:25:10-06:00 2017-06-30 271235638 MCM CPAS & ADVISORS LLP 201 EAST FIFTH STREET SUITE 2100 CINCINNATI OH 45202 990 2016-07-01 310734490 BUTLER COUNTY UNITED WAY BUTL 5138630800 323 NORTH THIRD STREET HAMILTON OH 45011 MARGARET S BAKER PRESIDENT AND CEO 5138630800 2018-02-12 1 KATHLEEN MITTS CPA P01085771 5135791717 2016 2022-09-23 18:48:47Z MARGARET S BAKER 323 NORTH THIRD STREET HAMILTON OH 45011 1921075 0 X WWW.BC-UNITEDWAY.ORG X 1920 OH CONNECT RESOURCES TO IMPORTANT COMMUNITY NEEDS 16 16 9 682 0 0 1656146 1696119 11433 123346 22659 12106 39803 4303 1730041 1835874 956720 1051031 0 0 392736 443512 0 0 268820 260873 303484 1610329 1798027 119712 37847 1705212 1743537 940328 988272 764884 755265 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 334094 0 124257 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. IN 2014 BUTLER COUNTY UNITED WAY CHANGED THEIR EFFORTS TO ALLIGN WITH UNITED WAY WORLDWIDE AND SURROUNDING UNITED WAYS. THAT FOCUS IS BASED ON THREE BUILDING BLOCKS FOR INDIVIDUALS AND FAMILIES TO ACHIEVE THEIR HUMAN POTENTIAL THROUGH EDUCATION, INCOME, AND HEALTH. 1051031 1051031 0 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 IMPACT COUNCIL, A COMMITTEE OF THE BOARD OF TRUSTEES THAT CONSISTS OF A CHAIRMAN AND UP TO 15 VOLUNTEER COMMUNITY LEADERS, FOR A FINAL DETERMINATION. 1385125 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 0 0 0 0 0 0 0 0 0 1 9 0 1 9 1 0 0 0 0 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 KATHY SWINNEY 5138630800 323 NORTH THIRD STREET HAMILTON OH 45011 JOHN CLEMMONS MEMBER 0.80 X 0 0 0 TOM DASKALAKIS MEMBER 0.80 X 0 0 0 VADEN FITTON MEMBER 0.80 X 0 0 0 CONNIE FRAZIER MEMBER 0.80 X 0 0 0 SHAWN HAMILTON 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 SAMINA SOHAIL MEMBER 0.80 X 0 0 0 LONNIE TUCKER MEMBER 0.80 X 0 0 0 ELAINE HEMMELGARN MEMBER 0.80 X 0 0 0 DAVID YEAGER MEMBER 0.80 X 0 0 0 KAREN MUELLER MEMBER 0.80 X 0 0 0 PETER ABNER SECRETARY 0.80 X X 0 0 0 DOUG MANWARING CHAIRPERSON 0.80 X X 0 0 0 MICHAEL BAIN TREASURER 0.80 X X 0 0 0 CATHERINE EVANS VICE CHAIR 0.80 X X 0 0 0 MARGARET BAKER PRESIDENT/CEO 50.00 X 89283 0 14716 89283 0 14716 0 0 0 0 0 413438 1282681 1696119 ANDAR CONFERENCE INCOM 900099 123346 123346 123346 16826 16826 73103 77823 -4720 -4720 -4720 10770 7378 3392 3392 MISCELLANEOUS INCOME 900099 911 911 911 1835874 124257 0 15498 1051031 1051031 105966 42506 13428 50032 260255 104395 32980 122880 50633 23255 10088 17290 26658 10378 4083 12197 1890 1890 34636 4811 22527 7298 32538 6100 5094 21344 38914 13247 14431 11236 16043 3612 9286 3145 4931 1305 869 2757 14329 8247 4135 1947 6738 2965 1192 2581 ANDAR CONFERENCE EXPENS 103561 103561 0 0 MISCELLANEOUS 22138 1300 20069 769 EQUIP MAINTENANCE & REN 18899 7487 3789 7623 MEMBERSHIP DUES 8867 925 221 7721 1798027 1385125 144082 268820 20305 88451 249816 248715 909694 839187 516560 489407 33891 27153 408741 446485 82765 93546 1705212 1743537 15992 35739 45836 30157 878500 922376 940328 988272 X 714884 693665 50000 61600 764884 755265 1705212 1743537 X 37847 51157 -98623 X X 0 1 X 1 0 X 1856121 1646452 1693576 1402346 1696119 8294614 1856121 1646452 1693576 1402346 1696119 8294614 2174543 6120071 16878 16988 26450 14134 16826 91276 10770 10770 8396660 354334 0.72890 0.76810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 204603 -328 204275 315874 111271 204603 315874 315874 316106 -232 315874 316254 -148 316106 1.00000 0.00000 0.00000 1 0 389356 364220 25136 127204 125187 2017 27153 BENEFICIAL INTEREST 93546 93546 ALLOCATIONS PAYABLE 922376 922376 X 1403763 51157 40000 -103561 -12404 1416167 1890 417817 419707 1835874 1413382 40000 6660 46660 1366722 1890 429415 431305 1798027 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. AS OF JUNE 30, 2017 AND 2016 THE ORGANIZATION OWED $30,157 AND $45,836 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 -103,561. PART XI, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE PLEDGES 98,623. DONOR DESIGNATED FUNDS 325,854. FUNDRAISING EXPENSES INCLUDED ON STATEMENT OF REVENUE -6,660. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES MOVED TO STATEMENT OF REVENUE 6,660. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED FUNDS 325,854. SPECIAL EVENT EXPENSES MOVED TO STATEMENT OF FUNCTIONAL EXPENSES 103,561. 1 BIG BROTHERS BIG SISTERS 5539 EUREKA DR HAMILTON OH 45011 310846147 501(C)(3) 109880 ONE TO ONE MENTORING BOYS & GIRLS CLUB OF HAMILTON 958 EAST AVE HAMILTON OH 45011 310616383 501(C)(3) 81245 AFTER SCHOOL/SUMMER YOUTH BOYS & GIRLS CLUB OF WCL 4845 SMITH RD WEST CHESTER OH 45069 463631593 501(C)(3) 50000 PROJECT LEARN/FAMILY PLUS BUTLER COUNTY CASA 284 N FAIR AVE HAMILTON OH 45011 311230170 501(C)(3) 52000 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) 10000 SPECIAL OLYMPICS CINTI ASSOCIATION FOR THE BLIND 2045 GILBERT AVE CINCINNATI OH 45202 310538511 501(C)(3) 18000 VISION REHABILITATION SERVICES ENVISION PARTNERSHIPS 2935 HAMILTON MASON RD HAMILTON OH 45011 310784671 501(C)(3) 34000 PROJECT SUCCESS ENVISION PARTNERSHIPS 2935 HAMILTON MASON RD HAMILTON OH 45011 310784671 501(C)(3) 20000 YOUTH AND FAMILY MEDIATION GIRL SCOUTS WESTERN OHIO 4930 CORNELL RD CINCINNATI OH 45242 310679091 501(C)(3) 19000 LEADERSHIP DEVELOPMENT HAMILTON LIVING WATER MINISTRY 734 SYCAMORE ST HAMILTON OH 45011 262606598 501(C)(3) 40000 BUILDING SUCCESS HAMILTON LIVING WATER MINISTRY 734 SYCAMORE ST HAMILTON OH 45011 262606598 501(C)(3) 35700 SUPPORTING SUCCESS HOPE HOUSE RESCUE MISSION 34 S MAIN ST MIDDLETOWN OH 45044 311254976 501(C)(3) 24000 EMERGENCY SHELTER LIFESPAN 1900 FAIRGROVE AVE HAMILTON OH 45011 310536660 501(C)(3) 20000 SCHOOL BASED SOCIAL SERVICE LIFESPAN 1900 FAIRGROVE AVE HAMILTON OH 45011 310536660 501(C)(3) 52000 FINANCIAL STABILITY LIGHTHOUSE FOOD PANTRY 626 RIDGELAWN AVE HAMILTON OH 45013 311577220 501(C)(3) 13850 FOOD PANTRY PEOPLE WORKING COOPERATIVELY 4612 PADDOCK RD CINCINNATI OH 45229 310859104 501(C)(3) 12250 HOME REPAIRS & MODIFICATION SUPPORTS TO ENCOURAGE LOW-INCOME FAMILIES 1790 AB S ERIE BLVD HAMILTON OH 45011 311445223 501(C)(3) 8000 IDA SUPPORTS TO ENCOURAGE LOW-INCOME FAMILIES 1790 AB S ERIE BLVD HAMILTON OH 45011 311445223 501(C)(3) 7000 JOBS NOW! SUPPORTS TO ENCOURAGE LOW-INCOME FAMILIES 1790 AB S ERIE BLVD HAMILTON OH 45011 311445223 501(C)(3) 10000 BUILD UP ACADEMY SHARED HARVEST 5901 DIXIE HWY FAIRFIELD OH 45014 311096571 501(C)(3) 25000 BACK PACK SHARED HARVEST 5901 DIXIE HWY FAIRFIELD OH 45014 311096571 501(C)(3) 52000 FOODBANKING SOJOURNER RECOVERY SERVICES 515 DAYTON ST HAMILTON OH 45011 311070029 501(C)(3) 25000 PERINATAL SERVICES WESLEY COMMUNITY SERVICES 2091 RADCLIFF DR CINCINNATI OH 45204 310537097 501(C)(3) 10500 PROJECT INDEPENDENCE WOMEN HELPING WOMEN 215 E 9TH ST HAMILTON OH 45202 310864991 501(C)(3) 25000 BUTLER COUNTY RAPE CRISIS YWCA 244 DAYTON ST HAMILTON OH 45011 310536719 501(C)(3) 50000 BTW COLLABORATION YWCA 244 DAYTON ST HAMILTON OH 45011 310537167 501(C)(3) 17000 GOODMAN PLACE YWCA 244 DAYTON ST HAMILTON OH 45011 310537167 501(C)(3) 11000 HAMILTON ADULT EDUCATION YWCA 244 DAYTON ST HAMILTON OH 45011 310537167 501(C)(3) 40000 DOVE HOUSE YWCA 244 DAYTON ST HAMILTON OH 45011 310537167 501(C)(3) 24500 GIRLS INC 30 30 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. 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 -98,623. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES (OTHER THAN MEMBERSHIP CHANGES) TO THE AUDIT COMMITTEE.