2017-11-13T07:57:20-05:00 2017-06-30 341205613 MCCRATE DELAET & CO PO BOX 339 SIDNEY OH 453650339 990 2016-07-01 344473288 SHELBY COUNTY UNITED WAY SHEL 9374922101 232 S OHIO AVE SIDNEY OH 453650751 LENORA RANDOLPH PRESIDENT 9374922101 2017-11-02 true DONALD C GOETTEMOELLER P00020557 9374923161 2017-11-02 35D3879163D6E86CE39169CEF1932A0DEFAB2344 73FEBA7905AB37EF9EE18DDCE3A87F8B099E9EBF 2016 2017-02-10 21:41:12Z SHELBY COUNTY UNITED WAY LENORA RANDOLPH 232 S OHIO AVE SIDNEY OH 45365 1682929 false X SHELBYCOUNITEDWAY.ORG X 1957 OH 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. 20 20 5 299 0 1392577 1304038 0 27755 71225 16395 16731 1436727 1391994 1215868 1176092 0 178491 167330 0 95231 97272 97187 1491631 1440609 -54904 -48615 2241240 2166133 1145625 1099463 1095615 1066670 X 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. false false 1244073 1176092 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 1244073 true true false true false false false false false true true false false false false true true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 0 0 5 true false false false false false false X 20 20 false false false false false false false true true false false true true true true true true true false false OH X X JAYNE SMITH 9374922101 232 S OHIO AVE SIDNEY OH 45365 SCOTT BARR EXECUTIVE DI 40.00 X 65920 0 6658 LENORA RANDOLPH PRESIDENT 2.00 X X 0 0 0 MIKE LOCHARD 1ST VICE PRE 2.00 X X 0 0 0 ADAM KOENIG 2ND VICE PRE 2.00 X X 0 0 0 JACKIE DAVIS TREASURER 2.00 X X 0 0 0 TIFFANY RANK SECRETARY 2.00 X X 0 0 0 JOSHUA KOLTAK IMMEDIATE PA 2.00 X X 0 0 0 ALLEN BERTKE BOARD MEMBER 2.00 X 0 0 0 HEATHER BOERGER BOARD MEMBER 2.00 X 0 0 0 DAVID CHIVINGTON BOARD MEMBER 2.00 X 0 0 0 CINDY ENDSLEY BOARD MEMBER 2.00 X 0 0 0 TONY FULLENKAMP BOARD MEMBER 2.00 X 0 0 0 DUANE GAIER BOARD MEMBER 2.00 X 0 0 0 GEORGE HOFF BOARD MEMBER 2.00 X 0 0 0 DIANE MAGOTEAUX BOARD MEMBER 2.00 X 0 0 0 LINDA MEININGER BOARD MEMBER 2.00 X 0 0 0 CINDY OHLSEN BOARD MEMBER 2.00 X 0 0 0 THOMAS ROSSMAN BOARD MEMBER 2.00 X 0 0 0 BRENT SCHROEDER BOARD MEMBER 2.00 X 0 0 0 NANCY STIEFEL BOARD MEMBER 2.00 X 0 0 0 DMITRI WILLIAMS BOARD MEMBER 2.00 X 0 0 0 65920 6658 false false false 1304038 2570 1304038 17892 17892 344268 290935 53333 53333 53333 ADMINISTRATIVE FEE RETAINED 16731 16731 16731 1391994 87956 1176092 1176092 66663 17332 24666 24665 69583 18092 25745 25746 10294 2676 3809 3809 9119 2371 3374 3374 11671 3035 4318 4318 12818 641 12177 9074 454 8620 7768 2020 2563 3185 3150 819 1165 1166 22577 3810 10027 8740 13964 13964 2328 776 776 776 2677 696 991 990 MILEAGE FOR CAMPAIGN 14102 14102 ENHANCED GIVING 4203 4203 OTHER OPERATING-G&A 3074 3074 OTHER OPERATING-PROGRAM 1295 1295 157 157 1440609 1244073 101305 95231 X 50 50 1021736 1053619 521321 438080 63036 58970 6394 4066 667081 642525 24658 27793 2241240 2166133 8718 4759 1131903 1074307 16978 5004 3419 1145625 1099463 X 953353 832369 142262 234301 1095615 1066670 2241240 2166133 -48615 19670 X false true X true false X 1313794 1331501 1415623 1392577 1304038 6757533 1313794 1331501 1415623 1392577 1304038 6757533 6757533 14496 22984 33289 33289 17892 121950 27031 18454 16395 16731 78611 6958094 0.97120 0.97380 X PART II, LINE 10 OTHER INCOME 78,611 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1440609 1440609 219061 54765 222373 226281 224163 219061 891878 1337817 55593 56570 56041 54765 222969 334454 448072 2597 450669 456251 8179 448072 487149 25000 5898 456251 467796 19353 487149 468795 999 467796 1.00000 false false 63036 58970 4066 4066 X 1140069 19670 19670 1120399 271595 271595 1391994 1169014 1169014 271595 271595 1440609 SCHEDULE D, PAGE 3, PART X SHELBY COUNTY UNITED WAY, INC. IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, SHELBY COUNTY UNITED WAY, INC. QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS BEFORE JUNE 30, 2014. SCHEDULE D, PAGE 4, PART XI, LINE 4B DIRECT AGENCY DONOR DESIGNATIONS 146,568 OTHER UNITED WAY DONATION 125,027 SCHEDULE D, PAGE 4, PART XII, LINE 4B DIRECT AGENCY DONOR DESIGNATIONS 146,568 OTHER UNITED WAY DONATION 125,027 false AMERICAN RED CROSS 1314 BARNHART ROAD TROY OH 45373 310536678 3 18736 PEOPLE IN CRISIS BIG BROTHERS BIG SISTERS 121 E NORTH STREET SIDNEY OH 45365 341262676 3 65000 INVESTING IN YOUTH REHAB CENTER FOR NEUROLOGICAL DEV 1306 GARBRY ROAD PIQUA OH 45356 237202001 3 27000 HEALTH & WELL BEING ALPHA COMMUNITY CENTER 330 E COURT STREET SIDNEY OH 45365 311131824 3 47500 FAMILY SERVICES CATHOLIC SOCIAL SERVICES 1201 FAIRINGTON DRIVE SIDNEY OH 45365 310536645 3 28000 FAMILY SERVICES MIAMI VALLEY BOY SCOUT COUNCIL 4999 NORTHCUTT PLACE DAYTON OH 45414 310537124 3 30000 INVESTING IN YOUTH NEW CHOICES PO BOX 4182 SIDNEY OH 45365 311125935 3 50000 PEOPLE IN CRISIS SHELBY CO ADULT DAY CARE 2901 FAIR ROAD SIDNEY OH 45365 346401342 3 24000 SENIOR SERVICES SIDNEYSHELBY CO SENIOR CENTER 201 RM DAVIS PARKWAY PIQUA OH 45356 237299345 3 53000 SENIOR SERVICES SIDNEYSHELBY CO YMCA 300 PARKWOOD STREET SIDNEY OH 45365 346596911 3 93000 FAMILY SERVICES ALTERNATIVE SCHOOL 129 EAST COURT STREET SIDNEY OH 45365 346401343 3 60756 INVESTING IN YOUTH SHELBY COUNTY ARC PO BOX 544 SIDNEY OH 45365 346408693 3 31000 HEALTH & WELL BEING VICTIM SERVICES 202 EAST POPLAR STREET SIDNEY OH 45365 346401342 3 20000 PEOPLE IN CRISIS SAMARITAN WORKS 230 W POPLAR STREET SIDNEY OH 45365 200771376 3 45000 PEOPLE IN CRISIS COMPASSIONATE CARE 124 NORTH OHIO AVE SIDNEY OH 45365 208479583 3 75000 HEALTH & WELL BEING WILMA VALENTINE AGENCY 1200 SOUTH CHILDRENS HOME RD SIDNEY OH 45365 311596196 3 85500 FAMILY SERVICES CLEAR CREEK FARMS PO BOX 1433 PIQUA OH 45356 310982443 3 60000 FAMILY SERVICES SHELBY COUNTY-CASAGAL PO BOX 4187 SIDNEY OH 45365 GOV 10000 INVESTING IN YOUTH SENIOR HEALTH-CATHOLIC SOCIAL SERVI 1201 FAIRINGTON DR SIDNEY OH 45365 310536645 3 33000 SENIOR SERVICES EMERGENCY HOUSING & UTILITIES 330 E COURT ST SIDNEY OH 45365 311131824 3 18000 PEOPLE IN CRISIS SAFE HAVEN 633 NORTH WAYNE ST PIQUA OH 45356 311458088 3 18000 HEALTH & WELL BEING SPECIAL PROJECTS 232 S OHIO AVE SIDNEY OH 45365 344473288 3 74001 INVESTING IN COMMUNI OTHER UNITED WAY DONOR DESIGNATION VARIOUS LOCATIONS VARIOUS OH 45365 3 125318 DESIGNATION TO OTHER IMPACT PROGRAM JUVCT SHELBY COUNTY COURT HOUSE SIDNEY OH 45365 GOV 26000 FAMILY SERVICES SHELBY COUNTY SALVATION ARMY 419 N BUCKEYE AVE SIDNEY OH 45365 135562351 7500 PEOPLE IN CRISIS COMMUNITY CHRISTMAS DINNER 232 S OHIO AVE SIDNEY OH 45373 344473288 5330 FAMILY SERVICES IMAGINATION LIBRARY 230 E NORTH ST SIDNEY OH 45365 346401347 21000 COMMUNITY IMPACT AFTERSCHOOL PROGRAM AT SA 419 N BUCKEYE AVE SIDNEY OH 45365 135562351 24020 COMMUNITY IMPACT 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 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 -146,568 OTHER UNITED WAY DONATION -125,027 DIRECT AGENCY DONOR DESIGNATIONS 146,568 OTHER UNITED WAY DONATION 125,027