2018-01-26T10:23:48-05:00 2017-06-30 341602442 H & J CERTIFIED PUBLIC ACCOUNTANTS INC 7555 FREDLE DR STE 110 CONCORD OH 44077 990 2016-07-01 341105038 UNITED WAY OF LAKE COUNTY INC UNIT 4403523166 9285 PROGRESS PARKWAY MENTOR OH 44060 JENNIFER MCCARTY PRESIDENT/CEO 4403523166 2018-01-25 true ROLLAND B STANDISH P00169705 4409512997 2018-01-25 FD35D3361013BECD5074789C6704DD616CC57F25 BB858BA31F04699E906BF4765556342F31FF276D 2016 2021-01-29 14:40:06Z JENNIFER MCCARTY 9285 PROGRESS PARKWAY MENTOR OH 44060 2231816 false X WWW.UWLC.ORG X 1972 OH UNITED WAY OF LAKE COUNTY, ALONG WITH ITS MISSION TO "MEASURABLY IMPROVE THE QUALITY OF PEOPLE'S LIVES IN LAKE COUNTY", PROVIDES THE MOST EFFECTIVE CHANNEL THROUGH WHICH THE COMMUNITY MAY PARTICIPATE IN A VOLUNTARY, COOPERATIVE EFFORT TO IDENTIFY, EVALUATE, SUPPORT AND FUND CURRENT HUMAN SERVICE NEEDS IN LAKE COUNTY. UNITED WAY OF LAKE COUNTY IS A LOCAL, INDEPENDENT NONPROFIT ORGANIZATION THAT FUNDS PROGRAMS IN THE THREE BUILDING BLOCKS TO A BETTER COMMUNITY; EDUCATION, FINANCIAL STABILITY, AND HEALTH, ALONG WITH BASIC NEEDS. UNITED WAY OF LAKE COUNTY AFFECTS TWO OUT OF EVERY THREE RESIDENTS WHILE STRIVING TO MAKE A MEASURABLE IMPACT ON ALL RESIDENTS IN THE COMMUNITY. UNITED WAY OF LAKE COUNTY'S VISION IS TO BECOME THE ENTRUSTED CHAMPION THAT DRIVES IMPROVED OUTCOMES IN OUR COMMUNITY BY FUNDING SERVICES THAT IMPACT EDUCATION, INCOME (FINANCIAL STABILITY) AND HEALTH. 22 22 11 1100 0 1948701 2116633 0 114159 72138 1708 43045 2064568 2231816 1557648 1399956 0 544358 575823 0 297404 328911 258238 2430917 2234017 -366349 -2201 3409114 3370204 1468936 1278888 1940178 2091316 X UNITED WAY OF LAKE COUNTY, ALONG WITH ITS MISSION TO "MEASURABLY IMPROVE THE QUALITY OF PEOPLE'S LIVES IN LAKE COUNTY", PROVIDES THE MOST EFFECTIVE CHANNEL THROUGH WHICH THE COMMUNITY MAY PARTICIPATE IN A VOLUNTARY, COOPERATIVE EFFORT TO IDENTIFY, EVALUATE, SUPPORT AND FUND CURRENT HUMAN SERVICE NEEDS IN LAKE COUNTY. UNITED WAY OF LAKE COUNTY IS A LOCAL, INDEPENDENT NONPROFIT ORGANIZATION THAT FUNDS PROGRAMS IN THE THREE BUILDING BLOCKS TO A BETTER COMMUNITY; EDUCATION, FINANCIAL STABILITY, AND HEALTH, ALONG WITH BASIC NEEDS. UNITED WAY OF LAKE COUNTY AFFECTS TWO OUT OF EVERY THREE RESIDENTS WHILE STRIVING TO MAKE A MEASURABLE IMPACT ON ALL RESIDENTS IN THE COMMUNITY. UNITED WAY OF LAKE COUNTY'S VISION IS TO BECOME THE ENTRUSTED CHAMPION THAT DRIVES IMPROVED OUTCOMES IN OUR COMMUNITY BY FUNDING SERVICES THAT IMPACT EDUCATION, INCOME (FINANCIAL STABILITY) AND HEALTH. false false 1474533 1245574 ALLOCATIONS AND AGENCY RELATIONS INCLUDE THE EVALUATION OF COMMUNITY NEEDS AND THE DISTRIBUTION OF FUNDS TO BEST MEET THOSE NEEDS. UNITED WAY OF LAKE COUNTY'S MANY VOLUNTEERS ARE CRITICAL DECISION- MAKERS WHEN IT COMES TO PROGRAM FUNDING DECISIONS. DOZENS OF COMPANIES RUN WORKPLACE CAMPAIGNS, INVOLVING CORPORATE GIFTS AND SPECIAL EVENTS, THAT HELP KEEP THE COMMUNITY ENGAGED IN MAKING IT A BETTER PLACE TO LIVE AND WORK. 306502 154382 3495 COMMUNITY PLANNING INCLUDES COORDINATION OF AGENCY STAFF, VOLUNTEERS, AND OTHER RESOURCES TO CONDUCT ACTIVITIES FOR THE BETTERMENT OF THE COMMUNITY. UWLC ALSO HOUSES A COMMUNITY ROOM THAT CAN BE USED BY AREA NON-PROFITS, FREE OF CHARGE, FOR CLASSES, MEETINGS, AND TRAINING SESSIONS. COMMUNITY PLANNING EFFORTS ARE INTENSIVE IN A FEW MAIN AREAS EACH YEAR. THESE INCLUDE: DAY OF CARING, FEED LAKE COUNTY, YOUTH UNITED WAY, AND WOMEN'S LEADERSHIP COUNCIL. THE ANNUAL DAY OF CARING PROGRAM CONSISTS OF 700 EMPLOYEES FROM AREA BUSINESSES VOLUNTEERING AT OVER 100 SERVICE PROJECTS THROUGHOUT THE COUNTY. FEED LAKE COUNTY IS THE ANNUAL FOOD COLLECTION CAMPAIGN WHERE COMPANIES AND INDIVIDUALS RUN FOOD DRIVES AND COLLECT MONEY FOR FEED LAKE COUNTY. UWLC USES THOSE FUNDS TO PURCHASE OVER 36,000 OF FOOD TO DISTRIBUTE TO 50+ FOOD PANTRIES THROUGHOUT THE YEAR, ESPECIALLY DURING THE HOLIDAYS AND THE SUMMERTIME WHEN KIDS ARE OUT OF SCHOOL. UWLC ALSO DISTRIBUTED OVER 68,000 POUNDS OF FOOD THAT WAS COLLECTED FROM AREA BUSINESSES AND INDIVIDUALS TO HELP SUPPLEMENT THE MONETARY FOOD PURCHASES. YOUTH UNITED WAY - GRANTS 5,000 TO AGENCY PROGRAMS. YOUNG LEADERS OF UNITED WAY OF LAKE COUNTY - GRANTS 10,000 TO YOUTH PROGRAMS. WOMEN'S LEADERSHIP COUNCIL - HOSTS A VARIETY OF FUNDRAISING EVENTS THROUGHOUT THE YEAR, INCLUDING A SPEAKERS SERIES, MEMBERSHIP DRIVES, A SUMMER EVENT, AND THEIR SIGNATURE EVENT HELD IN DECEMBER, WINTERFEST. DOLLARS RAISED FROM WLC FUNDRAISING EFFORTS ARE ALLOCATED TO PROGRAMS THAT SUPPORT AT-RISK WOMEN AND GIRLS IN LAKE COUNTY. WOMEN'S LEADERSHIP COUNCIL ALLOCATES APPROXIMATELY 20,000 TO SUCH PROGRAMS. 1781035 true true false false false false false false false false true false false false false true true false false false false false false false false false false true true false false false false false false false false false true false false false false false false false false true 0 0 false 11 true false false false false false true true false false false false false false X 22 22 false false false false false false false true true false false true true true true true true true true false OH X X ZACH SIEBERT 4403523166 9285 PROGRESS PARKWAY MENTOR OH 44060 ROBERT LEE CHAIR 5.00 X X 0 0 0 KATHLEEN BUSE PHD 1ST VICE CHA 2.00 X X 0 0 0 SCOTT MARN 2ND VICE CHA 2.00 X X 0 0 0 SCOT PARK TREASURER 4.00 X X 0 0 0 TODD ALISHUSKY DIRECTOR 1.00 X 0 0 0 CATHY BUSH DIRECTOR 1.00 X 0 0 0 SEAN CAMPBELL DIRECTOR 1.00 X 0 0 0 RICHARD D CICERO DIRECTOR 1.00 X 0 0 0 DAPHNE HUNTER DIRECTOR 1.00 X 0 0 0 JEREMY IOSUE DIRECTOR 1.00 X 0 0 0 AL JONES DIRECTOR 1.00 X 0 0 0 ELLEN FOLEY KESSLER DIRECTOR 1.00 X 0 0 0 GREG LIEB DIRECTOR 1.00 X 0 0 0 KAY MALEC DIRECTOR 1.00 X 0 0 0 FRANK MCGORTY DIRECTOR 1.00 X 0 0 0 AMY OLBRYSH DIRECTOR 1.00 X 0 0 0 KATHY PETERSON DIRECTOR 1.00 X 0 0 0 GABE RHOADS DIRECTOR 1.00 X 0 0 0 MARY ROSSOLL DIRECTOR 1.00 X 0 0 0 TOM SALPIETRA DIRECTOR 1.00 X 0 0 0 JOHN SHEPARD DIRECTOR 1.00 X 0 0 0 RON TRAUB DIRECTOR 1.00 X 0 0 0 JENNIFER MCCARTY PRESIDENT/CE 40.00 X 110000 0 15525 110000 15525 1 false false false 137615 6978 1972040 118282 2116633 72138 72138 GRANT RECOVERY 900099 39550 39550 MISCELLANEOUS 900099 3495 3495 43045 2231816 43045 72138 1245574 1245574 154382 154382 110000 66000 22000 22000 354529 162818 59166 132545 75275 37079 13153 25043 36019 17742 6294 11983 11700 11700 4364 4364 19530 9714 3092 6724 38827 6627 32200 7330 2199 147 4984 28082 16288 7863 3931 5789 2026 289 3474 44450 13146 343 30961 22599 13107 6328 3164 7164 3529 1252 2383 MISCELLANEOUS 26838 8749 12649 5440 PAYMENTS TO AFFILIATES 24113 11878 4213 8022 TELEPHONE 11338 5585 1981 3772 DUES & SUBSCRIPTIONS 3775 3440 335 2339 1152 409 778 2234017 1781035 155578 297404 469194 264976 118320 94269 750908 723412 7302 7487 1149199 662201 498346 486998 1540156 1767422 24888 25640 3409114 3370204 68936 78888 1400000 1200000 1468936 1278888 X 1468569 1551200 471609 540116 1940178 2091316 3409114 3370204 -2201 153339 X false true X true false X 3325224 2980385 2826272 1948701 2116633 13197215 3325224 2980385 2826272 1948701 2116633 13197215 203116 12994099 35417 83361 127353 114159 72138 432428 13629643 43045 0.95340 0.95130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 200500 200500 869463 582965 286498 79236 79236 486998 X 2365932 153339 24691 178030 2187902 4364 39550 43914 2231816 2214794 24691 24691 2190103 4364 39550 43914 2234017 SCHEDULE D, PAGE 3, PART X UWLC IS ORGANIZED AS A NONPROFIT ORGANIZATION EXEMPT FROM INCOME TAX UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE. INCOME TAXES ON UNRELATED BUSINESS INCOME, IF ANY, ARE PROVIDED AT THE APPLICABLE RATES ON INCOME FOR FINANCIAL REPORTING PURPOSES. UWLC HAD NO UNRELATED BUSINESS INCOME DURING 2017 OR 2016. NO TAX ACCRUAL FOR UNCERTAIN TAX POSITIONS WAS RECORDED AS MANAGEMENT BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS. SCHEDULE D, PAGE 4, PART XI, LINE 4B GRANT RECOV CONTRA EXP ON AUDIT 39,550 SCHEDULE D, PAGE 4, PART XII, LINE 4B GRANT RECOV CONTRA EXP ON AUDIT 39,550 true AMERICAN RED CROSS 530196605 C3 6661 ALLOCATION BEACON HEALTH 341109253 C3 46972 ALLOCATION BIG BROTHERS BIG SISTERS OF NEO 341753916 C3 60241 ALLOCATION BIRTHRIGHT LAKE COUNTY 237351568 C3 6500 ALLOCATION GRTR WEST RES COUNCIL BOY SCOUTS 341740075 C3 26866 ALLOCATION CAMP SUE OSBORN 341222384 C3 29777 ALLOCATION CATHOLIC CHARITIES CORP 341908579 C3 35210 ALLOCATION CROSSROADS 341458441 C3 27859 ALLOCATION ECUMENICAL SHELTER NETWORK OF LC 341769046 C3 57220 ALLOCATION FINE ARTS ASSOCIATION 340834212 C3 20995 ALLOCATION FORBES HOUSE 341291205 C3 68680 ALLOCATION HOSPICE OF THE WESTERN RESERVE 341256377 C3 32200 ALLOCATION JUST RUN LAKE COUNTYDAWN GOV 12300 ALLOCATION KIDNEY FOUNDATION LAKE CO CHAPTER 340827748 C3 24600 ALLOCATION THE LAKE ACADEMY GOV 5183 ALLOCATION LAKE COUNTY COMMUNITY NETWORK 341887344 C3 18830 ALLOCATION LAKE COUNTY COUNCIL ON AGING 237266637 C3 68377 ALLOCATION LAKE COUNTY FREE CLINIC 341081191 C3 126017 ALLOCATION LAKE GEAUGA RECOVERY CENTER 341119240 C3 104588 ALLOCATION LAKE HEALTH DISTRICT FUND 341598598 C3 13000 ALLOCATION LIFELINE INC 237317490 C3 117670 ALLOCATION MENTOR SENIOR CENTER GOV 6584 ALLOCATION NEW DIRECTIONS FOR LIVING 341485922 C3 35470 ALLOCATION SALVATION ARMY CITADEL 135562351 C3 104456 ALLOCATION SALVATION ARMY SERVICE UNITS 135562351 C3 23000 ALLOCATION STARTING POINT 341650004 C3 22243 ALLOCATION WESTERN RESERVE COUNSELING 341126565 C3 10000 ALLOCATION YMCA 340714796 C3 63570 ALLOCATION LEGAL AID SOCIETY OF CLEVELAND 340866026 C3 6000 OTHER 5000 AND UNDER C3 34754 ALLOC/SOLUTIONS 26 3 FOOD 154382 FMV EMERGENCY ASSIS SCHEDULE I, PAGE 1, PART I, LINE 2 RECIPIENT AGENCIES ARE REQUIRED TO SUBMIT AN ANNUAL OUTCOME MEASUREMENT REPORT WHICH IS REVIEWED BY MANAGEMENT AND ALSO EVALUATION AND INVESTMENT COMMITTEES. THE ORGANIZATION DISTRIBUTES DONATED FOOD TO MORE THAN 50 LAKE COUNTY FOOD BANKS. SCHEDULE I, PAGE 4, PART IV GRANTEE ADDRESSES ARE AVAILABLE UPON REQUEST FROM THE ORGANIZATION'S OFFICE. ALL AGENCIES HAVE PROGRAMS ACTIVE WITHIN LAKE COUNTY, OHIO. THE PURPOSE OF ALL ALLOCATION AWARDS IS TO SUPPORT THE PROGRAMS OF MEMBER AGENCIES AND COMMUNITY PARTNERS. CERTAIN OTHER GRANTS PROVIDE EMERGENCY ASSISTANCE TO INDIVIDUALS IN NEED OF TRANSITIONAL HOUSING, UTIITIES, MEDICAL AND OTHER SUPPORT. X 1 118282 LOCAL FMV false false false FORM 990 - ORGANIZATION'S MISSION UNITED WAY OF LAKE COUNTY, ALONG WITH ITS MISSION TO "MEASURABLY IMPROVE THE QUALITY OF PEOPLE'S LIVES IN LAKE COUNTY", PROVIDES THE MOST EFFECTIVE CHANNEL THROUGH WHICH THE COMMUNITY MAY PARTICIPATE IN A VOLUNTARY, COOPERATIVE EFFORT TO IDENTIFY, EVALUATE, SUPPORT AND FUND CURRENT HUMAN SERVICE NEEDS IN LAKE COUNTY. UNITED WAY OF LAKE COUNTY IS A LOCAL, INDEPENDENT NONPROFIT ORGANIZATION THAT FUNDS PROGRAMS IN THE THREE BUILDING BLOCKS TO A BETTER COMMUNITY; EDUCATION, FINANCIAL STABILITY, AND HEALTH, ALONG WITH BASIC NEEDS. UNITED WAY OF LAKE COUNTY AFFECTS TWO OUT OF EVERY THREE RESIDENTS WHILE STRIVING TO MAKE A MEASURABLE IMPACT ON ALL RESIDENTS IN THE COMMUNITY. UNITED WAY OF LAKE COUNTY'S VISION IS TO BECOME THE ENTRUSTED CHAMPION THAT DRIVES IMPROVED OUTCOMES IN OUR COMMUNITY BY FUNDING SERVICES THAT IMPACT EDUCATION, INCOME (FINANCIAL STABILITY) AND HEALTH. FORM 990, PAGE 2, PART III, LINE 4B 36,000 OF FOOD TO DISTRIBUTE TO 50+ FOOD PANTRIES THROUGHOUT THE YEAR, ESPECIALLY DURING THE HOLIDAYS AND THE SUMMERTIME WHEN KIDS ARE OUT OF SCHOOL. UWLC ALSO DISTRIBUTED OVER 68,000 POUNDS OF FOOD THAT WAS COLLECTED FROM AREA BUSINESSES AND INDIVIDUALS TO HELP SUPPLEMENT THE MONETARY FOOD PURCHASES. YOUTH UNITED WAY - GRANTS 5,000 TO AGENCY PROGRAMS. YOUNG LEADERS OF UNITED WAY OF LAKE COUNTY - GRANTS 10,000 TO YOUTH PROGRAMS. WOMEN'S LEADERSHIP COUNCIL - HOSTS A VARIETY OF FUNDRAISING EVENTS THROUGHOUT THE YEAR, INCLUDING A SPEAKERS SERIES, MEMBERSHIP DRIVES, A SUMMER EVENT, AND THEIR SIGNATURE EVENT HELD IN DECEMBER, WINTERFEST. DOLLARS RAISED FROM WLC FUNDRAISING EFFORTS ARE ALLOCATED TO PROGRAMS THAT SUPPORT AT-RISK WOMEN AND GIRLS IN LAKE COUNTY. WOMEN'S LEADERSHIP COUNCIL ALLOCATES APPROXIMATELY 20,000 TO SUCH PROGRAMS. FORM 990, PAGE 6, PART VI, LINE 11B THE 990 WAS PREPARED BY AN INDEPENDENT CPA AND PROVIDED TO THE FINANCE STAFF AND MANAGEMENT FOR REVIEW. AFTER REVIEW AND MODIFICATIONS, 990 WAS PROVIDED TO THE FINANCE COMMITTEE, TO WHICH THE BOARD HAS DELEGATED AUTHORITY FOR 990 REVIEW ON BEHALF OF THE ORGANIZATION. AFTER THE FINANCE COMMITTEE REVIEWED THE 990 AND APPROVED IT FOR FILING, THE INFORMATION RETURN IS PROVIDED TO THE BOARD PRIOR TO BEING ELECTRONICALLY FILED. FORM 990, PAGE 6, PART VI, LINE 12C ALL OF THE GOVERNING BODY ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST FORM ON AN ANNUAL BASIS. WHEN VOTES ARE TAKEN ALL ARE REQUIRED TO DISCLOSE IF A CONFLICT EXISTS. ALL EMPLOYEES ARE ALSO REQUIRED TO FILL OUT A CONFLICT OF INTEREST FORM ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 15A IN DEPTH REVIEW OF THE EXECUTIVE DIRECTOR'S PERFORMANCE AS WELL AS REVIEW OF THE COMPARABILITY OF THE PRESIDENT'S SALARY WITH OTHER LIKE AGENCIES IS PERFORMED BY THE EXECUTIVE COMMITTEE, WHICH IS COMPRISED OF INDEPENDENT PERSONS. THE SALARY IS APPROVED BY THE BOARD AND IS DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. FORM 990, PAGE 6, PART VI, LINE 15B THERE WERE NO EMPLOYEES DEFINED AS KEY IN FISCAL YEAR JUNE 30, 2016, NOR WERE THERE ANY PAID OFFICERS OTHER THAN DISCLOSED ON LINE 15A. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 GRANT RECOV CONTRA EXP ON AUDIT -39,550 GRANT RECOV CONTRA EXP ON AUDIT 39,550