2016-02-09T13:48:44-06:00 2015-06-30 570381582 ELLIOTT DAVIS DECOSIMO LLC PLLC 201 EAST 5TH ST SUITE 2100 CINCINNATI OH 45202 990 2014-07-01 310734490 BUTLER COUNTY UNITED WAY BUTL 5138630800 323 NORTH THIRD STREET HAMILTON OH 45011 MARGARET S BAKER PRESIDENT AND CEO 5138630800 2016-02-04 1 KATHLEEN MITTS CPA P01085771 5135791717 2014 2016-04-25 22:37:26Z MARGARET S BAKER 323 NORTH THIRD STREET HAMILTON OH 45011 1915863 0 X WWW.BC-UNITEDWAY.ORG X 1920 OH CONNECT RESOURCES TO IMPORTANT COMMUNITY NEEDS 16 16 6 570 0 0 1646452 1693576 750 15110 26683 31115 24950 29790 1698835 1769591 1176942 940174 0 0 395708 338388 0 0 253648 162754 222611 1735404 1501173 -36569 268418 2151619 2037586 1144684 1200065 1006935 837521 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 1 195602 50330 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. 953439 940174 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. 1149041 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 0 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 6 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 JIM SELL MEMBER 0.80 X 0 0 0 LARRY MULLIGAN MEMBER 0.80 X 0 0 0 AMY WALDBILLING MEMBER 0.80 X 0 0 0 SHAWN HAMILTON MEMBER 0.80 X 0 0 0 DAVID YEAGER MEMBER 0.80 X 0 0 0 TOM DASKALAKIS MEMBER 0.80 X 0 0 0 JOHN CLEMMONS MEMBER 0.80 X 0 0 0 VADEN FITTON MEMBER 0.80 X 0 0 0 PETER ABNER MEMBER 0.80 X 0 0 0 CONNIE FRAZIER MEMBER 0.80 X 0 0 0 SAMINA SOHAIL MEMBER 0.80 X 0 0 0 LONNIE TUCKER 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 MARGARET BAKER PRESIDENT/CEO 50.00 X 90169 0 14763 JAN TROUTMAN FINANCE DIRECTOR 24.00 X 68109 0 3512 158278 0 18275 0 0 0 0 0 852213 13550 827813 1693576 ADMIN FEES AND RECOVER 561000 10462 10462 RENTAL INCOME 623990 3000 3000 ACCOUNTING SERVICES 541200 1648 1648 15110 26450 26450 132717 128052 4665 4665 4665 12790 13550 18220 -5430 -5430 MISCELLANEOUS INCOME 900099 22394 22394 REFUNDS & CREDITS 900099 12826 12826 35220 1769591 50330 0 25685 935757 935757 4417 4417 179809 78756 19779 81274 106626 37702 15846 53078 26087 11999 2889 11199 25866 8882 4934 12050 3261 1428 359 1474 24896 6700 11282 6914 4446 4446 15032 7614 1529 5889 5367 106 454 4807 50303 13225 8247 28831 7412 1200 1032 5180 26452 8812 8536 9104 10160 3604 2135 4421 12222 4446 1878 5898 6738 2951 741 3046 11641 4816 1563 5262 MEMBERSHIP DUES 14624 1128 709 12787 EQUIPMENT MAINTENANCE A 9043 1883 5067 2093 BANK FEES 8361 2600 5742 19 AWARDS AND INCENTIVES 1386 350 714 322 11267 10665 602 1501173 1149041 98484 253648 72728 52174 229649 98471 890290 916348 2482 1495 516560 475931 23546 40629 524427 503412 408497 425057 2151619 2037586 16067 13646 2475 300 8560 23179 1117582 1162940 1144684 1200065 X 953935 783421 53000 54100 1006935 837521 2151619 2037586 X 268418 -21252 -416580 X X 0 1 X 1 0 X 2071359 1830109 1856121 1646452 1693576 9097617 2071359 1830109 1856121 1646452 1693576 9097617 2355859 6741758 22142 12193 16878 16988 26450 94651 30000 47233 15503 23612 13550 129898 9322166 163945 0.72320 0.95530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 315874 0 315874 316106 -232 315874 316254 -148 316106 317439 -1185 316254 315415 2024 317439 1.00000 0.00000 0.00000 1 0 389356 358238 31118 127204 117693 9511 40629 US BANCORP 23179 BOARD DESIGNATED INVESTMENTS 315874 BENEFICIAL INTEREST 86004 425057 ALLOCATIONS PAYABLE 1162940 1162940 1367313 -21252 40000 18748 1348565 4446 416580 421026 1769591 1536727 40000 40000 1496727 4446 4446 1501173 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 XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS TO SPECIFIC ORGANIZATIONS 317,920. PROVISION FOR UNCOLLECTIBLE PLEDGES 98,660. CHICAGO TRIP 8100 8100 7855 KICK-OFF 5980 4500 1480 5318 14080 4500 9580 13173 13173 -3593 1 ALCOHOL & CHEMICAL ABUSE COUNCIL 2935 HAMILTON -MASON RD HAMILTON OH 45011 310784671 501 C (3) 48321 SUBSTANCE ABUSE PREVENTION AND FAMILY MEDIATION PROJECT BIG BROTHERS BIG SISTERS OF BUTLER COUNTY INC 5539 EUREKA DR HAMILTON OH 45011 310846147 501 C (3) 92990 MENTORING PROGRAMS BOYS & GIRLS CLUB OF HAMILTON INC 958 EAST AVE HAMILTON OH 45011 310616383 501 C (3) 72369 AFTER SCHOOL YOUTH DEVELOPMENT CINCINNATI ASSOCIATION FOR THE BLIND AND VISUALLY IMPAIRED 2045 GILBERT AVE CINCINNATI OH 45202 310538511 501 C (3) 13705 GENERAL SUPPORT EVERY CHILD SUCCEEDS 333 BURNET AVE CINCINNATI OH 45229 311628467 501 C (3) 24556 HOME VISITATIONS GIRL SCOUTS-GREAT RIVERS COUNCIL INC 4930 CORNELL RD CINCINNATI OH 45242 310679091 501 C (3) 12494 LEADERSHIP PROGRAM HAMILTON LIVING WATER MINISTRY INC 734 SYCAMORE ST HAMILTON OH 45011 262606598 501 C (3) 85854 NEIGHBORHOOD SERVICE CENTER AND CHILDREN'S AND TEEN CENTER LIFESPAN INC 1900 FAIRGROVE AVE HAMILTON OH 45011 310536660 501 C (3) 68625 COUNSELING SERVICES LIGHTHOUSE MINISTRIES 626 RIDGELAWN AVE HAMILTON OH 45011 311577220 501 C (3) 13354 FOOD PANTRY AND GENERAL SUPPORT MERCY FRANCISCAN AT ST RAPHAEL INC 610 HIGH ST HAMILTON OH 45011 202934871 501 C (3) 28811 NURSING, EMERGENCY HOUSING SERVICES AND CHOICE PANTRY PARACHUTE SPECIAL ADVOCATES FOR CHILDREN OF BUTLER COUNTY 282 N FAIR AVE HAMILTON OH 45011 311230170 501 C (3) 46583 GENERAL SUPPORT SHARED HARVEST FOODBANK INC 5901 DIXIE HWY FAIRFEILD OH 45014 311096571 501 C (3) 53295 BACKPACK PROGRAM AND FOODBANK SUPPORTS TO ENCOURAGE LOW-INCOME FAMILIES 1790 AB S ERIE BLVD HAMILTON OH 45012 311445223 501 C (3) 25764 HOMELESS SUPPORT AND LITERACY PROGRAM YMCA OF HAMILTON OHIO 244 DAYTON ST HAMILTON OH 45011 310537167 501 C (3) 92433 SHELTER SUPPORT AND LITERACY PROGRAM WOMEN HELPING WOMEN 215 E 9TH ST CINCINNATI OH 45202 310864991 501 C (3) 22762 GENERAL SUPPORT WESLEY COMMUNITY CENTER 2091 RADCLIFF DR CINCINNATI OH 45204 311709022 501 C (3) 10244 GENERAL SUPPORT HOPE HOUSE 34 S MAIN ST MIDDLETOWN OH 45044 311254976 501 C (3) 20026 GENERAL SUPPORT PEOPLE WORKING COOPERATIVELY 4612 PADDOCK RD CINCINNATI OH 45229 310859104 501 C (3) 6114 GENERAL SUPPORT BOOKER T WASHINGTON COMMUNITY CENTER 1140 S FRONT ST HAMILTON OH 45011 310540169 501 C (3) 48562 GENERAL SUPPORT SOJOURNER RECOVERY 515 DAYTON STREET HAMILTON OH 45011 311070029 501 C (3) 21811 GENERAL SUPPORT UNITED WAY OF GREATER CINCINNATI 211 2400 READING RD CINCINNATI OH 45202 310537502 501 C (3) 66000 GENERAL SUPPORT BOYS & GIRLS CLUB OF WEST CHESTERLIBERTY 4845 SMITH RD WEST CHESTER OH 45069 463631593 501 C (3) 50000 GENERAL SUPPORT YOUTH DEVELOPMENT CORP OF SW OHIO 4747 PLAYFIELD LANE CINCINNATI OH 45226 810669666 501 C (3) 6084 GENERAL SUPPORT 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 III, LINE 3 RESOURCE DEVELOPMENT FOCUSES ON REVENUE THAT IS SECURED FROM DIRECT DONOR SOLICITATION, CORPORATE INVESTMENTS, SPONSORSHIP OPPPORTUNITIES, AND FUNDRAISING EVENTS. VOLUNTEERS FROM THE COMMUNITY LEAD THE ANNUAL CAMPAIGN AS WELL AS 100 PLUS ADDITIONAL VOLUNTEERS THAT SUPPORT THE DAY TO DAY DETAILS SO OVERHEAD COSTS ARE KEPT LOW AND SYSTEMS EFFICIENT. FUNDRAISING EVENTS LEVERAGED THE VOLUNTEER EFFORTS SO THAT PROFITS DIRECTLY BENEFITED THE AWARD PROCESS. RESOURCE DEVELOPEMENT IS CONSIDERED FUNDRAISING EXPENSES AND NOT PROGRAM SERVICE EXPENSES. THE EXPENSES FOR THIS ARE LISTED IN THE FUNDRAISING EXPENSES COLUMN ON PART IX COLUMN D. 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 -98,660. DONOR DESIGNATED FUNDS -317,920. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES (OTHER THAN MEMBERSHIP CHANGES) TO THE AUDIT COMMITTEE.