2017-01-31T11:22:16-06:00 2016-06-30 341912961 COHEN & COMPANY LTD OFFICES LISTED AT WWWCOHENCPACOM OH 44115 990 2015-07-01 341011104 UNITED WAY OF GREATER LORAIN COUNTY INC UNIT 4402776530 1875 NORTH RIDGE ROAD EAST SUITE H LORAIN OH 44055 WILLIAM P HARPER EXECUTIVE DIRECTOR 4402776530 2017-01-27 1 KERRY R GUBICS P01881026 8002291099 2017-01-27 2015 2021-01-29 14:40:06Z WILLIAM P HARPER 1875 NORTH RIDGE ROAD EAST SUITE H LORAIN OH 44055 3126402 0 X WWW.UWLORAINCOUNTY.ORG X 1967 OH A CATALYST FOR MEASURABLE COMMUNITY TRANSFORMATION, LEADING TO A BETTER LIFE FOR ALL. 14 14 14 683 0 0 2861781 2609355 0 0 122278 152307 31400 41192 3015459 2802854 1443240 1885746 0 0 539469 615458 0 0 271746 469049 489914 2451758 2991118 563701 -188264 5345633 5516205 1253106 1650900 4092527 3865305 X A CATALYST FOR MEASURABLE COMMUNITY TRANSFORMATION, LEADING TO A BETTER LIFE FOR ALL THROUGH COLLECTIVE IMPACT IN EDUCATION, FINANCIAL STABILITY AND HEALTH. 0 0 2284958 1885746 COMMUNITY IMPACT - INVOLVES THE PROCESS OF PLANNING AND INVESTING RESOURCES TO ACHIEVE MEASURABLE AND SUSTAINABLE COMMUNITY CHANGE IN PRIORITY AREAS AROUND EMPOWERING CHILDREN AND YOUTH TO ACHIEVE THEIR FULL POTENTIAL, HELPING WORKING FAMILIES BECOME FINANCIALLY STABLE AND INDEPENDENT, AND CREATING A HEALTHIER COMMUNITY. MORE THAN 125 ORGANIZATIONS HAVE PLEDGED TO WORK COLLECTIVELY ON ACHIEVING THIS HIGH LEVEL OF COMMUNITY IMPACT.UNITED WAY OF GREATER LORAIN COUNTY, (UWGLC), PLACES A HIGH PRIORITY ON WORKING WITH SYSTEMS AND PARTNERS TO ENSURE THAT CHILDREN ENTER KINDERGARTEN READY TO LEARN AND THAT EARLY ADOLESCENTS HAVE THE TOOLS AND RESOURCES TO SUCCEED IN HIGH SCHOOL AND BEYOND. UWGLC IS INVESTING IN A VARIETY OF INITIATIVES, INCLUDING OUT-OF-SCHOOL-TIME ACADEMIC AND CULTURAL ENRICHMENT, IN-SCHOOL ACADEMIC SUPPORT, MENTAL HEALTH AND BEHAVIORAL HEALTH SUPPORT, EXERCISE AND NUTRITION IMPROVEMENT, PARENTING EDUCATION AND RESOURCING, AND RISKY BEHAVIOR PREVENTION. SECOND-YEAR FUNDING HAS ALLOWED COLLABORATIVE PARTNERS TO MEASURE BASELINE DATA AND BEGIN PILOT TESTING OF BEST-PRACTICE PROGRAMS WITH SMALL GROUPS, SUCH AS A LITERACY PROGRAM BRINGING AGE APPROPRIATE BOOKS TO 764 CHILDREN 0 - 5 EACH MONTH AND A BEHAVIORAL HEALTH INITIATIVE THAT HAS REDUCED DISCIPLINARY REFERRALS BY 50 PERCENT. 9,500 YOUTH ARE CURRENTLY PARTICIPATING IN COLLABORATIVE PROGRAMMING IN THE SECOND-YEAR PHASE.UWGLC PLACES A HIGH PRIORITY ON WORKING WITH SYSTEMS AND PARTNERS TO ENSURE THAT WORKING FAMILIES LIVING IN POVERTY INCREASE THEIR INCOMES, BUILD SAVINGS, AND GAIN ASSETS TO IMPROVE THEIR FINANCIAL STABILITY. UWGLC IS INVESTING IN ACTIVITIES THAT ENSURE THAT FAMILIES SUFFERING A SHORT-TERM FINANCIAL CRISIS AVOID EVICTION, UTILITY TERMINATION, AND JOB LOSS AND ARE ABLE TO BUILD FUTURE RESOURCES. WE ARE SEEING A DISCONNECT BETWEEN THE NEEDS OF LOCAL EMPLOYERS AND THE SKILLS OF UNDEREMPLOYED WORKERS, AND ARE INVESTING IN INITIATIVES THAT ENSURE THAT LOCAL WORKERS HAVE THE APPROPRIATE EDUCATION AND TRAINING TO MEET THE DEMANDS OF LOCAL EMPLOYERS AND OBTAIN AND MAINTAIN LIVING WAGE EMPLOYMENT. FIRST-YEAR COLLABORATIVE FUNDING HAS RESULTED IN THE UCAN PARTNERSHIP ASSISTING 440 HOUSEHOLDS (OVER 2000 PERSONS) AVOID EVICTION, UTILITY DISCONNECT, AND JOB LOSS, WITH A LESS THAN 4% RECIDIVISM RATE. HEALTH CUTS ACROSS THE FINANCIAL STABILITY AND EDUCATION IMPACT AREAS OF THE AGENDA FOR COMMUNITY IMPACT. OUR AGENDA PROMOTES HEALTH AND PRODUCTIVITY THROUGH DIET AND EXERCISE WITH AN EMPHASIS ON REDUCING RISK FACTORS FOR METABOLIC SYNDROME, INCLUDING DIABETES, OBESITY, AND HEART DISEASE. UWGLC IS INVESTING IN ACTIVITIES THAT INCREASE ACCESS TO PHYSICAL ACTIVITY OF ALL TYPES, INCLUDING THE WINTER MONTHS, ENSURE ACCESS TO LOCALLY GROWN HEALTHY FOODS, MAINTAIN HEALTHY WORKPLACES, AND IMPROVE NUTRITION. SECOND -YEAR FUNDING HAS ALLOWED COLLABORATIVE PARTNERS TO MEASURE BASELINE DATA AND BEGIN PILOT TESTING OF BEST-PRACTICE PROGRAMS WHICH RESULTED IN AN INCREASE OF 94% IN FRESH FRUIT AND VEGETABLE CONSUMPTION WITHIN THE SMALL GROUPS TESTED AND A 300% INCREASE IN SCHOOL CAFETERIA SALES OF FRUIT SMOOTHIES BEING CONSUMED. APPROXIMATELY 1200 HOUSEHOLDS ARE PARTICIPATING IN COLLABORATIVE PROGRAMMING IN THE SECOND-YEAR PHASE. PARTNERING WITH OTHER ORGANIZATIONS WITHIN LORAIN COUNTY, UNITED WE SWEAT WAS FORMED IN 2011 TO PROMOTE HEALTHY LIVING IN GREATER LORAIN COUNTY BY RAISING AWARENESS OF AND ACCESS TO FITNESS AND NUTRITION OPTIONS. 120811 INFORMATION AND REFERRAL - REFERS PEOPLE TO SERVICES AND VOLUNTEER OPPORTUNITIES AT LOCAL AGENCIES THROUGH UNITED WAY'S 2-1-1 FIRST CALL FOR HELP, A CONFIDENTIAL, FREE INFORMATION AND REFERRAL SERVICE. THERE WERE 14,121 CALLS TAKEN AND 18,989 WEBSITE USERS. 62599 15766 DIRECT SERVICES - DIRECT SERVICES ARE PROVIDED BY UWGLC WITHIN THE LORAIN COUNTY EARNED INCOME TAX COALITION AND THE LORAIN COUNTY VOLUNTEER CONNECTION. INCOME TAX PREPARATION PARTNERS COORDINATED BY UWGLC THROUGH THE LORAIN COUNTY EITC COALITION COMPLETED 1,829 FEDERAL TAX RETURNS, FOR A TOTAL REFUND OF $2,113,384 AND A PREPARATION FEE SAVINGS OF $499,317. THE LORAIN COUNTY VOLUNTEER CONNECTION MATCHES INDIVIDUALS AND GROUPS OF PEOPLE TO VOLUNTEER OPPORTUNIES WITHIN THE COMMUNITY AND STRIVES TO INCREASE THE EFFECTIVENESS AND PARTICIPATION OF ALL SEGMENTS OF VOLUNTEER RESOURCES THROUGH RECRUITMENT, TRAINING, EDUCATION AND RECOGNITION. 2468368 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 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 14 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X X DIANNE BREHM 4402776530 1875 NORTH RIDGE ROAD SUITE H LORAIN OH 44055 EDWARD BAKER BOARD MEMBER 1.00 X 0 0 0 KEITH BROWN BOARD MEMBER 1.00 X 0 0 0 MARIA HOKE BOARD MEMBER 1.00 X 0 0 0 WENDY HOLLIDAY BOARD MEMBER 1.00 X 0 0 0 THOMAS HOOVER TREASURER 1.00 X X 0 0 0 GREGORY W KULOW PRESIDENT 1.00 X X 0 0 0 GREGORY RING BOARD MEMBER 1.00 X 0 0 0 CAROLYN SECHEL VICE-PRESIDENT 1.00 X X 0 0 0 AMY SZMANIA BOARD MEMBER 1.00 X 0 0 0 LATOYA CAVER-JACKSON BOARD MEMBER 1.00 X 0 0 0 TITA REED BOARD MEMBER 1.00 X 0 0 0 HALLIE SMITH-PETEE BOARD MEMBER 1.00 X 0 0 0 DEENA WILLIAMS BOARD MEMBER 1.00 X 0 0 0 ORLANDO JONES SECRETARY 1.00 X X 0 0 0 DIANNE BREHM FINANCE DIRECTOR 40.00 X 82575 0 2907 WILLIAM HARPER EXECUTIVE DIRECTOR 40.00 X 106790 0 3875 189365 0 6782 1 0 0 0 0 165091 2444264 2609355 148100 148100 321733 317526 4207 4207 4207 15953 6022 9931 9931 ADMINISTRATION FEE INC 900099 31236 31236 MISCELLANEOUS INCOME 900099 25 25 31261 2802854 0 0 193499 1885746 1885746 169548 77674 43524 48350 309390 141740 79422 88228 17584 8122 4562 4900 81466 37630 21135 22701 37470 17662 9401 10407 13151 5134 4731 3286 24749 24749 14585 5694 5247 3644 42781 20370 4986 17425 37074 17111 10450 9513 29497 15750 6567 7180 110214 83702 13026 13486 7308 4811 1274 1223 21202 13957 3697 3548 28293 12025 7837 8431 5453 2569 1389 1495 5028 2268 1382 1378 CONTRACT SERVICES 101895 101895 DEVELOPMENT EXPENSES 48684 14508 7625 26551 2991118 2468368 251004 271746 144862 146372 101154 141789 1285046 1062442 10718 12341 128097 113226 16699 14871 3758258 4111351 22147 20253 6749 6786 5345633 5516205 878456 810794 281025 768606 93625 71500 1253106 1650900 X 2016077 1939301 2054303 1905751 22147 20253 4092527 3865305 5345633 5516205 -188264 -38958 0 X 0 1 X 1 0 X 2902318 2873479 3129464 2861781 2609355 14376397 2902318 2873479 3129464 2861781 2609355 14376397 256586 14119811 58692 51888 72534 94616 148100 425830 9931 9931 38737 15497 25055 31400 31261 141950 14954108 0.94420 0.96680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22147 -1894 20253 23615 -1468 22147 20561 3054 23615 19962 599 20561 20332 -370 19962 1.00000 1 0 27679 27679 0 63471 56973 6498 36947 28574 8373 14871 X 2315386 -38958 10644 -28314 2343700 24749 434405 459154 2802854 2542608 10644 10644 2531964 24749 434405 459154 2991118 PART V, LINE 4: THE ORGANIZATION INCLUDES THE EARNINGS FROM THE ENDOWMENT FUND IN THEIR GENERAL FUNDS TO BE ALLOCATED TO VARIOUS ORGANIZATIONS. PART X, LINE 2: THE ORGANIZATION RECOGNIZES AND DISCLOSES UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH GAAP. AS OF AND DURING THE YEAR ENDED JUNE 30, 2016, THE ORGANIZATION DID NOT HAVE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DESIGNATED CONTRIBUTIONS WHICH ARE NOT SHOWN AS REVENUE ON THE FINANCIAL STATEMENTS 434,405. PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATED CONTRIBUTIONS WHICH ARE NOT SHOWN AS EXPENSES ON THE FINANCIAL STATEMENTS 434,405. SPELLEBRATE 15953 15953 619 435 3207 1761 15953 15953 619 435 3207 1761 6022 9931 1 BOYS & GIRLS CLUBS OF LORAIN COUNTY PO BOX 516 OBERLIN OH 44074 341856214 501(C)(3) 78073 IMPROVING MIDDLE SCHOOL SKILLS CATHOLIC CHARITIES CORP 7911 DETROIT AVENUE CLEVELAND OH 44102 341318541 501(C)(3) 66554 EMERGENCY ASSISTANCE BASIC NEEDS HORIZON EDUCATION CENTER 29510 LORAIN ROAD NORTH OLMSTED OH 44070 341267458 501(C)(3) 100600 IMPROVING MIDDLE SCHOOL SKILLS LORAIN COUNTY OFFICE ON AGING 226 MIDDLE AVENUE ELYRIA OH 44035 341136543 501(C)(3) 19782 EMERGENCY ASSISTANCE BASIC NEEDS LORAIN COUNTY GENERAL HEALTH DISTRICT 9880 SOUTH MURRAY RIDGE RD ELYRIA OH 44035 346001704 501(C)(3) 190871 REDUCING CHRONIC DISEASE NEIGHBORHOOD ALLIANCE 457 GRISWOLD ROAD ELYRIA OH 44053 340714471 501(C)(3) 37454 EMERGENCY ASSISTANCE BASIC NEEDS NORTH RIDGEVILLE COMMUNITY CARE 34015 CENTER RIDGE RD NORTH RIDGEVILLE OH 44039 341377378 501(C)(3) 26265 EMERGENCY ASSISTANCE BASIC NEEDS OBERLIN COMMUNITY SERVICE COUNCIL 285 SOUTH PROFESSOR DR OBERLIN OH 44074 340907948 501(C)(3) 31449 EMERGENCY ASSISTANCE BASIC NEEDS OBERLIN EARLY CHILDHOOD CENTER 317 EAST COLLEGE STREET OBERLIN OH 44074 237313925 501(C)(3) 100406 KINDERGARTEN READINESS SALVATION ARMY ELYRIA 716 WEST BROAD ST ELYRIA OH 44035 135562351 501(C)(3) 33694 EMERGENCY ASSISTANCE BASIC NEEDS SALVATION ARMY LORAIN 2506 BROADWAY AVE LORAIN OH 44052 135562351 501(C)(3) 51656 EMERGENCY ASSISTANCE BASIC NEEDS SALVATION ARMY LORAIN COUNTY REGIONAL FIELD PO BOX 5847 CLEVELAND OH 44101 135562351 501(C)(3) 64418 EMERGENCY ASSISTANCE BASIC NEEDS SALVATION ARMY OBERLIN 305 ARTINO STREET SUITE C OBERLIN OH 44074 135562351 501(C)(3) 32398 EMERGENCY ASSISTANCE BASIC NEEDS WESTERN RESERVE LAND CONSERVANCY 3850 CHAGRIN RIVER ROAD MORELAND HILLS OH 44022 341571233 501(C)(3) 5000 COMMUNITY PROPERTY SURVEY FOR NEIGHBORHOOD IMPROVEMENT AND PLANNING EL CENTRO DE SERVICIOS SOCIALES 2800 PEARL AVENUE LORAIN OH 44055 341165756 501(C)(3) 7945 IMPROVING MIDDLE SCHOOL SKILLS HANDS ON NORTHEAST OHIO 3615 SUPERIOR AVE UNIT 3102A CLEVELAND OH 44114 141993984 501(C)(3) 45000 VOLUNTEER COORDINATION AND OPPORTUNITIES LORAIN COUNTY COMMUNITY COLLEGE 1005 NORTH ABBE ROAD ELYRIA OH 44035 341571233 501(C)(3) 64950 EMPOWERING SINGLE WORKING MOMS TO BECOME ECONOMICALLY SECURE AND SELF SUFFICIENT LORAIN COUNTY URBAN LEAGUE 200 MIDDLE AVENUE SUITE 200 ELYRIA OH 44035 341263379 501(C)(3) 10000 ENABLE YOUNG ADULTS TO BECOME EMPLOYED AND SELF SUFFICIENT 18 PART I, LINE 2: UNITED WAY OF GREATER LORAIN COUNTY IS TRANSITIONING TO THE COLLECTIVE IMPACT MODEL AND IS CURRENTLY ACCEPTING LETTERS OF INQUIRY, PLANNING GRANT PROPOSALS, AND FULL THREE-YEAR PROPOSALS FROM COMMUNITY COLLABORATIVES FORMED TO IMPACT ONE OR MORE OF OUR SIX TARGET OUTCOMES, INCLUDING KINDERGARTEN READINESS, MIDDLE SCHOOL SUCCESS, FINANCIAL STABILITY, CHRONIC DISEASE REDUCTION, MEETING CRISIS NEEDS, AND HEALTH CARE INTEGRATION. UNITED WAY HAS INVESTED IN A COUNTY-WIDE, ENTERPRISE-LEVEL DATABASE, EFFORTS TO OUTCOMES, AND WILL TAKE THE LEAD IN ASSISTING ALL COLLABORATIVES TO IDENTIFY, PURSUE AND TRACK BOTH PROGRAM- AND COMMUNITY-LEVEL OUTCOMES. ELIGIBLE COLLABORATIVE LEAD AGENCIES MUST SHOW COMPLIANCE WITH THE PROVISIONS OF THE PATRIOT ACT AND VERIFY THEIR ABILITY TO RECEIVE TAX-DEDUCTIBLE DONATIONS IN ACCORDANCE WITH IRS REGULATIONS. FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE REVIEWS IN DETAIL THE FORM 990 AND RECOMMENDS TO THE BOARD OF DIRECTORS THAT THE FORM BE FILED WITH THE INTERNAL REVENUE SERVICE. THE COMPLETED FORM 990, IN ITS ENTIRETY, IS GIVEN TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS HAS AN OPPORTUNITY TO ASK ANY QUESTIONS. THE FORM 990 IS THEN APPROVED BY THE ENTIRE BOARD OF DIRECTORS AND IS THEN FILED. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL QUESTIONNAIRE IS SENT TO ALL OFFICERS, DIRECTORS AND EMPLOYEES, COLLECTED AND REVIEWED. AT THE BEGINNING OF EACH BOARD MEETING, BOARD MEMBERS ARE ASKED TO DISCLOSE ANY CONFLICTS OF INTEREST THAT MAY ARISE BASED ON THE MEETING AGENDA. IF A TRANSACTION ARISES IN WHICH AN INDIVIDUAL HAS A CONFLICT, THE PERSON IS EXCUSED FROM THE DISCUSSION AND A VOTE BY DISINTERESTED COMMITTEE MEMBERS TAKES PLACE. THE DIRECTORS AND/OR COMMITTEE MEMBERS BASE THEIR DECISION ON ALL THE FACTS AND CIRCUMSTANCES PRESENTED AND CONSIDER WHETHER THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. PROPER RECORDS OF THE BOARD, COMMITTEE, OR SUBCOMMITTEE ARE MAINTAINED TO VERIFY THE CONFLICT OF INTEREST POLICY HAS BEEN FOLLOWED. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION STUDY WAS PERFORMED USING AN OUTSIDE INDEPENDENT COMPANY. EACH POSITION WAS STUDIED WITH COMPARABLE DATA SHOWING A RANGE OF SALARIES FOR EACH POSITION. BUDGET WITH SALARY INFORMATION IS THEN APPROVED BY THE FINANCE COMMITTEE. EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S SALARY. THE BOARD OF DIRECTORS APPROVES THE ENTIRE BUDGET. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION HAS THE ANNUAL REPORT, AUDIT REPORT, AND FINANCIAL STATEMENTS POSTED ON ITS WEBSITE.