OHIO UNITED WAY: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- OHIO UNITED WAY (EIN 31-4379529)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-29
- IRS object ID
- 201842419349300449
- Schema version
- 2017v2.2
- 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 | 2018-08-29T15:39:02-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010548473 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Parms and Company LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 585 S Front St Ste 220 | AddressLine1Txt |
| City | Columbus | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 314379529 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ohio United Way | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OHIO | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 395 E Broad Street | AddressLine1Txt |
| City | Columbus | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Steven C Hollon ESQ | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Phone | 6142248146 | PhoneNum |
| Signature | 2018-08-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Theodore W Johnson CPA | PreparerPersonNm |
| PTIN | P00024730 | PTIN |
| Phone | 6142243078 | PhoneNum |
| Preparation | 2018-08-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Steven C Hollon ESQ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 395 E Broad St Suite 320 | AddressLine1Txt |
| City | Columbus | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $542,060 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.ouw.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1913 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | To strengthen the capacity of United Ways across Ohio and to advance the common good for Ohioans. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 2 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $468,730 | PYContributionsGrantsAmt |
| CY Contributions Grants | $525,299 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,410 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,359 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,006 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,427 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,038 | PYOtherRevenueAmt |
| CY Other Revenue | $2,975 | CYOtherRevenueAmt |
| PY Total Revenue | $493,184 | PYTotalRevenueAmt |
| CY Total Revenue | $542,060 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $418,110 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $442,502 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $15,478 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $127,621 | PYOtherExpensesAmt |
| CY Other Expenses | $242,021 | CYOtherExpensesAmt |
| PY Total Expenses | $545,731 | PYTotalExpensesAmt |
| CY Total Expenses | $684,523 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$52,547 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$142,463 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $404,746 | TotalAssetsBOYAmt |
| Total Assets EOY | $270,228 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,052 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,997 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $396,694 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $254,231 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To strengthen the capacity of United Ways across Ohio and to advance the common good for Ohioans. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $206,821 | ExpenseAmt |
| Desc | MEMBER SUPPORT.Ohio United Way provides ongoing training, education, and support for member organizations. Additionaly, OUW convenes resources to assist members in reaching their goals and proactively informing members of relevant issues and best practices. Training includes, but is not limited to the following: community impact, organizational and resource development: public policy advocacy in the areas of health and financial stability for families; and education. Special notices and press releases are provided to inform members about information regarding the organization, public policy, and Ohio 2-1-1. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $133,659 | ExpenseAmt |
| Desc | MEMBERSHIP/GRANT DEVELOPMENT: Work related to identifying any untapped sources of support, developing the Resource Database, and securing funding to expand and enhance statewide initiatives, programs and services for the benefit of member United Ways in Ohio. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $121,746 | ExpenseAmt |
| Desc | Program to establish a round the clock 2-1-1 call center in Ohio. Callers can turn to 2-1-1 for basic human services, physical and mental health resources, employment support services, support for seniors and persons with disabilities, programs for children, youth and families, volunteer opportunities and donations, and support for community crisis or disaster recovery. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $120,997 | ExpenseAmt |
| Desc | PUBLIC POLICY/GOVERNMENT RELATIONS.Ohio United Way (OUW), our members and Public Policy Committee continue to be a resource for Ohio Legislators regarding health and human services policy development and the state budget regarding issues impacting health, education, and income. Each year OUWs Public Policy committee develops and publishes white papers outlining OUWs position on the years identified priorities. OUW also works closely with our US Senators and members of Congress on issues affecting the work of non-profits and local United Ways as it relates to health and human services. In addition to regular visits to the Ohio statehouse and Washington DC, OUW hosts Lobby Day each April, bringing our members and Ohio legislators together for a legislative luncheon allowing our members to meet one-on-one with their local state legislators and providing an opportunity to discuss local needs and issues. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $120,997 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $583,223 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | 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 | false | 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 | Yes (true) | 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 | false | 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 | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| 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 |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | 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 | Yes (true) | 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 | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Steven C Hollon ESQ | PersonNm |
| Phone | 6142248146 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 395 E Broad St Suite 320 | AddressLine1Txt |
| City | Columbus | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Mag Baker | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Lisa Bateson | |||||||||
| Chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Trey Addison | |||||||||
| Vice Chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| William Harper | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Maria Heege | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Brenda Linnick | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert Reifsnyder | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Pamela Stone | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Martha Sweterlitsch | |||||||||
| Director Emeritus | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard Aft | |||||||||
| Director Emeritus | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Pierrette Talley | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| John Urbanski | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jim Mullen | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Thomas Winters | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| August Napoli Jr | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Timothy Lehman | |||||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Lisa Bateson | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Carol Braden-Clarke | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael Kiene | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Steven C Hollon | |||||||||
| President & CEO | 40.00 | 0.00 | $119,913 | $0 | $0 | Yes (X) | Yes (X) | ||
| Timothy O Jadlot-Roe | |||||||||
| Public Policy Manager | 40.00 | 0.00 | $83,050 | $0 | $0 | Yes (X) | |||
| Cheryl Liggins | |||||||||
| Key Employee | 40.00 | 0.00 | $98,287 | $0 | $0 | Yes (X) | |||
| Nicholas Roman | |||||||||
| Key Employee | 40.00 | 0.00 | $80,483 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $381,733 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $371,870 | MembershipDuesAmt |
| All Other Contributions | $153,429 | AllOtherContributionsAmt |
| Total Contributions | $525,299 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Conference | 900099 | $11,109 | $11,109 |
| Public Policy | 900099 | $250 | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,359 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,427 | TotalRevenueColumnAmt |
| Exclusion | $2,427 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $2,975 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,975 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,975 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $542,060 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,334 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,427 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,173 | TotalAmt |
| Program Services | $114,482 | ProgramServicesAmt |
| Management And General | $20,071 | ManagementAndGeneralAmt |
| Fundraising | $3,620 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,517 | TotalAmt |
| Program Services | $190,165 | ProgramServicesAmt |
| Management And General | $33,340 | ManagementAndGeneralAmt |
| Fundraising | $6,012 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,514 | TotalAmt |
| Program Services | $27,205 | ProgramServicesAmt |
| Management And General | $4,498 | ManagementAndGeneralAmt |
| Fundraising | $811 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,825 | TotalAmt |
| Program Services | $12,414 | ProgramServicesAmt |
| Management And General | $2,043 | ManagementAndGeneralAmt |
| Fundraising | $368 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,473 | TotalAmt |
| Program Services | $22,768 | ProgramServicesAmt |
| Management And General | $3,986 | ManagementAndGeneralAmt |
| Fundraising | $719 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,175 | TotalAmt |
| Program Services | $58,726 | ProgramServicesAmt |
| Management And General | $10,547 | ManagementAndGeneralAmt |
| Fundraising | $1,902 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,377 | TotalAmt |
| Program Services | $3,679 | ProgramServicesAmt |
| Management And General | $591 | ManagementAndGeneralAmt |
| Fundraising | $107 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,010 | TotalAmt |
| Program Services | $10,668 | ProgramServicesAmt |
| Management And General | $1,984 | ManagementAndGeneralAmt |
| Fundraising | $358 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,878 | TotalAmt |
| Program Services | $26,140 | ProgramServicesAmt |
| Management And General | $4,861 | ManagementAndGeneralAmt |
| Fundraising | $877 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,437 | TotalAmt |
| Program Services | $2,818 | ProgramServicesAmt |
| Management And General | $524 | ManagementAndGeneralAmt |
| Fundraising | $95 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,582 | TotalAmt |
| Program Services | $2,117 | ProgramServicesAmt |
| Management And General | $394 | ManagementAndGeneralAmt |
| Fundraising | $71 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,608 | TotalAmt |
| Program Services | $2,959 | ProgramServicesAmt |
| Management And General | $550 | ManagementAndGeneralAmt |
| Fundraising | $99 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Subscriptions | $1,500 | $1,230 | $229 | $41 |
| Memberships and Dues | $2,620 | $2,148 | $400 | $72 |
| Miscellaneous | $8,238 | $6,755 | $1,256 | $227 |
| Staff Development | $1,554 | $1,274 | $237 | $43 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,042 | TotalAmt |
| Program Services | $97,675 | ProgramServicesAmt |
| Management And General | $311 | ManagementAndGeneralAmt |
| Fundraising | $56 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $684,523 | TotalAmt |
| Program Services | $583,223 | ProgramServicesAmt |
| Management And General | $85,822 | ManagementAndGeneralAmt |
| Fundraising | $15,478 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,384 | BOYAmt |
| EOY | $15,248 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,820 | BOYAmt |
| EOY | $244,064 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,637 | BOYAmt |
| EOY | $2,945 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,905 | BOYAmt |
| EOY | $7,971 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $32,782 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $32,782 | LandBldgEquipAccumDeprecAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $404,746 | BOYAmt |
| EOY | $270,228 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,853 | BOYAmt |
| EOY | $10,975 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,199 | BOYAmt |
| EOY | $5,022 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,052 | BOYAmt |
| EOY | $15,997 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $396,694 | BOYAmt |
| EOY | $254,231 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $396,694 | BOYAmt |
| EOY | $254,231 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $404,746 | BOYAmt |
| EOY | $270,228 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$142,463 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $829,548 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $907,795 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $414,697 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $468,730 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $525,299 | CurrentTaxYearAmt |
| Total | $3,146,069 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $829,548 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $907,795 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $414,697 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $468,730 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $525,299 | CurrentTaxYearAmt |
| Total | $3,146,069 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $3,146,069 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,047 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,554 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,672 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,006 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,427 | CurrentTaxYearAmt |
| Total | $16,706 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,490 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,999 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,074 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,454 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,761 | CurrentTaxYearAmt |
| Total | $117,778 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,280,553 | TotalSupportAmt |
| Public Support CY170 | 0.95900 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95400 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,782 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,782 | DepreciationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $542,060 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $542,060 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $542,060 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $684,523 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $684,523 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $684,523 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Footnote for uncertain tax position under FIN 48 (Part X) | FormAndLineReferenceDesc |
| Explanation | Ohio United Way has adopted the provisions of FASB ASC 740-10-25, which requires that a tax position be recognized or derecognized based on a more likely than not threshold. This applies to positions taken or expected to be taken in a tax return. Ohio United Way does not believe its financial statements include any uncertain tax positions. Ohio United Ways open tax periods are 2014 through 2016 based on filed Forms 990. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Member election for additional members Part VI line 7a | United Way CEO members vote on a slate of nominees to serve on the Ohio United Way Board of Directors. |
| Governing body decisions Part VI line 7b | United Way CEO Members vote to approve amendments to the Ohio United Way Code of Regulations or adoption of new Code of Regulations. |
| Form 990 governing body review Part VI line 11 | Ohio United Way CEO and staff review the 990 line-by-line prior to review by Executive, Audit and Finance Committees, led by contracted CPA via e-mail and conference calls. The 990 is then mailed to remaining Directors for approval. All reviews are completed prior to signature by Ohio United Way CEO and then filed with the IRS. |
| Conflict of interest policy compliance Part VI line 12c | Directors are required to read Ohio United Ways Code of Ethics which includes a Conflict of Interest policy. A signed form is required of every director annually. Each director and staff member is responsible for adhering to the principles and standards of the Code as stated, to avoid conflict of interest or the appearance of a conflict of interest which would tarnish the reputation of Ohio United Way as well as undermine the publics trust in all United Way organizations. Ohio United Way respresentatives will avoid any activity or outside interest which conflicts or appears to conflict with the best interest of Ohio United Way; ensure that outside employment and other activities do not adversely affect the performance of their Ohio United Way duties or the achievement of Ohio United Ways mission; decline any gift, gratuity, or favor in the performance of Ohio United Way duties except for promotional items of nominal value, and any food, transportation, lodging or entertainment unless directly related to Ohio United Way business; refrain from influencing the selection of staff, consultants or vendors who are relatives or personal friends or affiliated with, or employed by a person with whom they have a relationship that adversely affects the appearance of impartiality. Directors are asked to disclose all known conflicts or potential conflicts of interest in any matter before the Board of Directors, if they are board members, or any committee upon which they serve, and withdraw from the meeting room during a discussion, review and voting in connection with such matter. |
| CEO executive director top management comp Part VI line 15a | The Board uses salary survey information from other local non-profits to determine compensation for the President and CEO. The Board follows the same evaluation form. The first part is a written self-evaluation completed by the President and CEO and presented to the Board Chair. The second part is written evaluation completed by the Board Chairs. The CEO and Board Chair meet and the evaluation form is used as a guide with which to summarize a conversation about performance. The CEO has the opportunity to comment and ask questions. Any and all agreed upon changes to the evaluation are documented on the form. The form is then signed by the CEO and Board Chair. Both are provided a copy of the form. Recent comparable salary data is used to determine compensation. |
| Other officer or key employee compensation Part VI line 15b | This data is presented as a recommendation to the Board. The Board approves or disapproves the compensation recommendation. This procedure is followed annually. |
| Governing documents etc available to public Part VI line 19 | The Ohio United Way website states that the 990, governing documents, conflict of interest policy and financial statements are available to the public upon request. Ohio United Way will provide one printed copy in PDF file via electronic mail upon such request. The 990 can also be inspected by using the non-profit website Guide Star. |
| Audited by an independent accountant Part XII line 2b | The Finance Committee reviews financial statements monthly. The Board reviews and approves financial statements quarterly. The Audit, Finance and Executive Committees review and approve the audit and 990 annually. Selection of the independent accountant is reviewed annually and approved by the Board Finance and Executive Committees as part of the annual budget process. |
| Explanation of other changes in net assets or fund balances Part XI line 9 | Due to rounding. |
| List of other fees for services expenses Part IX line 11g | Professional Fees: Program Expenses = $58,726 Management & General = $10,6547 Fundraising = $1,902 Grand Total = $71,175 |
| List of other expenses Part IX line 24e | Subrecipient Payments = $96,000Postage & Shipping = $157Printing & Publications = $1,885 |
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