2017-05-15T07:42:18-05:00 2016-06-30 271235638 MOUNTJOY CHILTON MEDLEY LLP 201 EAST FIFTH STREET SUITE 2100 CINCINNATI OH 45202 990 2015-07-01 310734490 BUTLER COUNTY UNITED WAY BUTL 5138630800 323 NORTH THIRD STREET HAMILTON OH 45011 MARGARET S BAKER PRESIDENT AND CEO 5138630800 2017-05-12 1 KATHLEEN MITTS CPA P01085771 5135791717 2015 2021-01-29 14:40:06Z MARGARET S BAKER 323 NORTH THIRD STREET HAMILTON OH 45011 1836540 0 X WWW.BC-UNITEDWAY.ORG X 1920 OH CONNECT RESOURCES TO IMPORTANT COMMUNITY NEEDS 16 16 11 330 0 0 1693576 1656146 15110 11433 31115 22659 29790 39803 1769591 1730041 940174 956720 0 0 338388 392736 0 0 259688 222611 260873 1501173 1610329 268418 119712 2037586 1705212 1200065 940328 837521 764884 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 230616 4417 45077 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. 952303 952303 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. 1182919 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 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 6 0 1 11 1 0 0 0 0 0 1 1 0 0 0 0 X 16 16 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 0 1 0 0 X JANICE C TROUTMAN 5138630800 323 NORTH THIRD STREET HAMILTON OH 45011 PETER ABNER MEMBER 0.80 X 0 0 0 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 (BEGAN TERM 8/2015) 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 (BEGAN TERM 12/2015) 0.80 X 0 0 0 DAVID YEAGER MEMBER 0.80 X 0 0 0 KAREN MUELLER CHAIRPERSON 5.00 X X 0 0 0 DOUG MANWARING VICE CHAIR 5.00 X X 0 0 0 CATHERINE EVANS SECRETARY 5.00 X X 0 0 0 MICHAEL BAIN TREASURER 5.00 X X 0 0 0 AMY WALDBILLING MEMBER (ENDED TERM 8/2015) 0.80 X 0 0 0 JIM SELL MEMBER (ENDED TERM 12/2015) 0.80 X 0 0 0 MARGARET BAKER PRESIDENT/CEO 50.00 X 89283 0 19631 89283 0 19631 0 0 0 0 0 569878 2272 1083996 1656146 ADMIN FEES AND RECOVER 561000 9933 9933 RENTAL INCOME 623990 1500 1500 11433 14134 14134 66183 57658 8525 8525 8525 46135 2272 48841 -2706 -2706 MISCELLANEOUS INCOME 900099 42509 33644 8865 42509 1730041 45077 0 28818 952303 952303 4417 4417 108914 49011 16337 43566 218973 83125 26681 109167 7651 2834 904 3913 33845 15641 6811 11393 23353 9341 3036 10976 3834 3834 44891 6236 29196 9459 38554 7228 6036 25290 38656 13630 13364 11662 41105 9256 23792 8057 5065 1340 893 2832 9787 5633 2824 1330 6738 2965 1192 2581 EQUIP MAINTENANCE & REN 44820 17757 8985 18078 MEMBERSHIP DUES 14053 1466 11620 967 MISCELLANEOUS 11196 11127 69 AWARDS AND INCENTIVES 2174 736 1090 348 1610329 1182919 167722 259688 52174 20305 98471 249816 916348 909694 1495 0 516560 482669 40629 33891 503412 408741 425057 82765 2037586 1705212 13646 15992 300 0 23179 0 1162940 924336 1200065 940328 X 783421 714884 54100 50000 837521 764884 2037586 1705212 X 119712 -14374 1560 -75035 -104500 X X 0 1 X 1 0 X 1830109 1856121 1646452 1693576 1402346 8428604 1830109 1856121 1646452 1693576 1402346 8428604 1888006 6540598 12193 16878 16988 26450 14134 86643 8515247 312755 0.76810 0.72320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 315874 111271 204603 315874 315874 316106 -232 315874 316254 -148 316106 317439 -1185 316254 1.00000 0.00000 0.00000 1 0 389356 358582 30774 127204 124087 3117 33891 ALLOCATIONS PAYABLE 924336 924336 X 1395093 -14374 41560 27186 1367907 3834 358300 362134 1730041 1392695 40000 40000 1352695 3834 253800 257634 1610329 PART IV, LINE 2B: THE BUTLER COUNTY UNITED WAY ADMINISTERS AND ACTS AS CUSTODIAN FOR AN UNEMPLOYMENT FUND FOR OTHER NOT-FOR-PROFIT ORGANIZATIONS 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 4B - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE PLEDGES 104,500. DONOR DESIGNATED FUNDS 253,800. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED FUNDS 253,800. CHICAGO TRIP 12439 2272 10167 10166 KICK-OFF 28602 28602 25588 7366 7366 13087 48407 2272 46135 48841 48841 -2706 1 BIG BROTHERS BIG SISTERS OF BUTLER COUNTY INC 5539 EUREKA DR HAMILTON OH 45011 310846147 501 C (3) 71518 ONE TO ONE MENTORING BOYS & GIRLS CLUB OF HAMILTON INC 958 EAST AVE HAMILTON OH 45011 310616383 501 C (3) 60388 AFTERSCHOOL AND SUMMER PROGRAMMING BOYS & GIRLS CLUB OF WEST CHESTERLIBERTY 4845 SMITH RD WEST CHESTER OH 45069 463631593 501 C (3) 27837 PROJECT LEARN BUTLER COUNTY 2-1-1 501 C (3) 56000 GENERAL SUPPORT CINCINNATI ASSOCIATION FOR THE BLIND AND VISUALLY IMPAIRED 2045 GILBERT AVE CINCINNATI OH 45202 310538511 501 C (3) 14946 INDEPENDENT LIVING AND REHABILITATION ENVISION PARTNERSHIPS 2935 HAMILTON -MASON RD HAMILTON OH 45011 310784671 501 C (3) 26341 PROJECT SUCCESS ENVISION PARTNERSHIPS 2935 HAMILTON -MASON RD HAMILTON OH 45011 310784671 501 C (3) 14000 FAMILY & YOUTH MEDIATION EVERY CHILD SUCCEEDS 333 BURNET AVE CINCINNATI OH 45229 311628467 501 C (3) 18325 BUTLER COUNTY EVERY CHILD SUCCEEDS GIRL SCOUTS OF WESTERN OHIO 4930 CORNELL RD CINCINNATI OH 45242 310679091 501 C (3) 8548 LEADERSHIP EXPERIENCE GREAT MIAMI VALLEY YMCA 105 N 2ND ST HAMILTON OH 45011 310536719 501 C (3) 28745 BOOKER T. WASHINGTON COLLABORATION HAMILTON LIVING WATER MINISTRY INC 734 SYCAMORE ST HAMILTON OH 45011 262606598 501 C (3) 30000 SUPPORTING SUCCESS HAMILTON LIVING WATER MINISTRY INC 734 SYCAMORE ST HAMILTON OH 45011 262606598 501 C (3) 30151 BUILDING SUCCESS HOPE HOUSE 34 S MAIN ST MIDDLETOWN OH 45044 311254976 501 C (3) 13716 EMERGENCY SHELTER LIFESPAN INC 1900 FAIRGROVE AVE HAMILTON OH 45011 310536660 501 C (3) 11149 SCHOOL-BASED SUPPORT SERVICES LIFESPAN INC 1900 FAIRGROVE AVE HAMILTON OH 45011 310536660 501 C (3) 40000 FINANCIAL STABILITY NEW MIAMI ELEMENTARY SCHOOL 606 SEVEN MILE AVENUE HAMILTON OH 45011 316000900 GOVERNMENT ENTITY 5000 GENERAL SUPPORT OPEN DOOR FOOD PANTRY 800 S FRONT ST HAMILTON OH 45011 311030456 501 C (3) 10000 GENERAL SUPPORT PARACHUTE SPECIAL ADVOCATES FOR CHILDREN OF BUTLER COUNTY 282 N FAIR AVE HAMILTON OH 45011 311230170 501 C (3) 36793 PARACHUTE:CASA PEOPLE WORKING COOPERATIVELY 4612 PADDOCK RD CINCINNATI OH 45229 310859104 501 C (3) 8983 HOME REPAIRS & MODIFICATIONS SHARED HARVEST FOODBANK 5901 DIXIE HWY FAIRFIELD OH 45014 311096571 501 C (3) 45000 FOODBANK SOJOURNER RECOVERY SERVICES 515 DAYTON STREET HAMILTON OH 45011 311070029 501 C (3) 13515 PERINATAL SERVICES SUPPORTS TO ENCOURAGE LOW-INCOME FAMILIES 1790 AB S ERIE BLVD HAMILTON OH 45012 311445223 501 C (3) 6000 IDA SUPPORTS TO ENCOURAGE LOW-INCOME FAMILIES 1790 AB S ERIE BLVD HAMILTON OH 45011 311445223 501 C (3) 8000 BUILD UP ACADEMY SUPPORTS TO ENCOURAGE LOW-INCOME FAMILIES 1790 AB S ERIE BLVD HAMILTON OH 45011 311445223 501 C (3) 5000 JOBS NOWA SUPPORTS TO ENCOURAGE LOW-INCOME FAMILIES 1790 AB S ERIE BLVD HAMILTON OH 45011 311445223 501 C (3) 1637 GENERAL SUPPORT WESLEY COMMUNITY SERVICES 2091 RADCLIFF DR CINCINNATI OH 45204 310537097 501 C (3) 6740 PROJECT INDEPENDENCE WOMEN HELPING WOMEN 215 E 9TH ST CINCINNATI OH 45202 310864991 501 C (3) 21836 RAPE CRISIS WYANDOT EARLY CHILDHOOD SCHOOLS 7667 SUMMERLIN BLVD LIBERTY OH 46110 396000897 GOVERNMENT ENTITY 5000 GENERAL SUPPORT YMCA OF HAMILTON OHIO 244 DAYTON ST HAMILTON OH 45011 310537167 501 C (3) 20758 GIRLS INC. YWCA OF HAMILTON 244 DAYTON ST HAMILTON OH 45011 310537167 501 C (3) 30000 DOVE HOUSE YWCA OF HAMILTON 244 DAYTON ST HAMILTON OH 45011 310537167 501 C (3) 10000 GOODMAN PLACE 23 23 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 11 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 15A 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. THE CFO RECEIVES AN ANNUAL PERFORMANCE REVIEW FROM THE CEO. 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 -104,500. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES (OTHER THAN MEMBERSHIP CHANGES) TO THE AUDIT COMMITTEE.