2016-02-12T11:37:30-06:00 2015-06-30 341912961 COHEN & COMPANY LTD OFFICES LISTED AT WWWCOHENCPACOM OH 44115 990 2014-07-01 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 2016-02-04 1 MELLISSA REED P00542298 8002291099 2016-02-02 2014 2016-08-17 19:52:53Z WILLIAM P HARPER 1875 NORTH RIDGE ROAD EAST SUITE H LORAIN OH 44055 3409692 0 X WWW.UWLORAINCOUNTY.ORG X 1967 OH A CATALYST FOR MEASURABLE COMMUNITY TRANSFORMATION, LEADING TO A BETTER LIFE FOR ALL THROUGH COLLECTIVE IMPACT IN EDUCATION, FINANCIAL STABILITY AND HEALTH. 16 16 13 736 0 0 3129464 2861781 0 0 120066 122278 25055 31400 3274585 3015459 1232997 1443240 0 0 485756 539469 0 0 222666 424641 469049 2143394 2451758 1131191 563701 4715393 5345633 1134294 1253106 3581099 4092527 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 1780482 1443240 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 115 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. FIRST-YEAR FUNDING HAS ALLOWED COLLABORATIVE PARTNERS TO MEASURE BASELINE DATA AND BEGIN PILOT TESTING OF BEST-PRACTICE PROGRAMS WITH SMALL GROUPS, SUCH AS A SUMMER LEARNING LOSS PREVENTION INITIATIVE THAT RESULTED IN A 4% IMPROVEMENT IN READING LEVELS FOR YOUTH MORE THAN ONE YEAR BEHIND THEIR PEERS, AND A BEHAVIORAL HEALTH INITIATIVE THAT HAS REDUCED THE INCIDENCE OF SCHOOL REFERRALS FOR PROBLEM BEHAVIORS TO NEAR ZERO. 4,500 YOUTH ARE CURRENTLY PARTICIPATING IN COLLABORATIVE PROGRAMMING IN THE FIRST-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 WILL BE 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 428 HOUSEHOLDS (JUST UNDER 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. FIRST-YEAR FUNDING HAS ALLOWED COLLABORATIVE PARTNERS TO MEASURE BASELINE DATA AND BEGIN PILOT TESTING OF BEST-PRACTICE PROGRAMS WITH SMALL GROUPS, SUCH AS A WALKING INITIATIVE THAT INCREASED OUTDOOR PATH WALKING BY 400% IN ONE COMMUNITY, AND A HEALTHY EATING PILOT THAT HAS DOUBLED FRESH PRODUCE CONSUMPTION. APPROXIMATELY 1200 HOUSEHOLDS ARE PARTICIPATING IN COLLABORATIVE PROGRAMMING IN THE FIRST-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. 107233 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. 30,153 PEOPLE SERVED. 104953 45000 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 1,579 FEDERAL TAX RETURNS, FOR A TOTAL REFUND OF $1,949,272 AND A PREPARATION FEE SAVINGS OF $315,800. 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. 1992668 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 13 1 0 0 0 0 0 0 0 0 0 0 X 16 16 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 EDWIN GARCIA 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 VICE PRESIDENT & SECRETARY 1.00 X X 0 0 0 GREGORY RING BOARD MEMBER 1.00 X 0 0 0 CAROLYN SECHEL BOARD MEMBER 1.00 X 0 0 0 AMY SZMANIA PRESIDENT 1.00 X 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 YOLANDA TORRES BOARD MEMBER 1.00 X 0 0 0 DEENA WILLIAMS BOARD MEMBER 1.00 X 0 0 0 DIANNE BREHM FINANCE DIRECTOR 40.00 X 79527 0 2830 WILLIAM HARPER EXECUTIVE DIRECTOR 40.00 X 104201 0 4046 183728 0 6876 1 0 0 0 0 212791 2648990 2861781 94616 94616 421895 394233 27662 27662 27662 ADMINISTRATION FEE INC 900099 30887 30887 MISCELLANEOUS INCOME 900099 513 513 31400 3015459 0 0 153678 1443240 1443240 163938 79918 43151 40869 267459 130383 70400 66676 15713 7100 4578 4035 57761 26099 16829 14833 34598 16331 9381 8886 14500 6193 5060 3247 22420 22420 16177 6909 5645 3623 41505 22501 2735 16269 29942 14409 8495 7038 26448 14370 6079 5999 114282 87811 14030 12441 6782 2491 2112 2179 17012 6248 5298 5466 36206 15822 10536 9848 4590 2186 1234 1170 5049 2290 1461 1298 CONTRACT SERVICES 97659 97659 CAMPAIGN EXPENSES 36477 10708 6980 18789 2451758 1992668 236424 222666 51911 144862 140984 101154 1107569 1285046 11976 10718 179134 162435 10019 16699 3363235 3758258 23615 22147 6084 6749 4715393 5345633 511606 878456 587888 281025 34800 93625 1134294 1253106 X 1888793 2016077 1668691 2054303 23615 22147 3581099 4092527 4715393 5345633 563701 -52273 0 X 0 1 X 1 0 X 2670067 2902318 2873479 3129464 2861781 14437109 2670067 2902318 2873479 3129464 2861781 14437109 14437109 58639 58692 51888 72534 94616 336369 49485 38737 15497 25055 31400 160174 14933652 0.96680 0.96770 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2010 AMOUNT: $ 96. 2011 AMOUNT: $ 1,081. 2012 AMOUNT: $ 1,040. 2013 AMOUNT: $ 1,155. 2014 AMOUNT: $ 513. ADMINISTRATIVE FEES - 2010 AMOUNT: $ 49,389. 2011 AMOUNT: $ 37,656. 2012 AMOUNT: $ 14,457. 2013 AMOUNT: $ 23,900. 2014 AMOUNT: $ 30,887. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23615 -1468 22147 20561 3054 23615 19962 599 20561 20332 -370 19962 17721 2611 20332 1.00000 1 0 27679 27679 0 111098 104927 6171 40357 29829 10528 16699 X 2431116 -52273 8924 -43349 2474465 22420 518574 540994 3015459 1919688 8924 8924 1910764 22420 518574 540994 2451758 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 YEARS ENDED JUNE 30, 2015 AND 2014, THE ORGANIZATION DOES NOT HAVE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES PRIOR TO 2012. PART XI, LINE 4B - OTHER ADJUSTMENTS: DESIGNATED CONTRIBUTIONS WHICH ARE NOT SHOWN AS REVENUE ON THE FINANCIAL STATEMENTS 518,574. PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATED CONTRIBUTIONS WHICH ARE NOT SHOWN AS EXPENSES ON THE FINANCIAL STATEMENTS 518,574. 1 AMERICAN RED CROSS LORAIN COUNTY CHAPTER 2929 WEST RIVER ROAD NORTH ELYRIA OH 44035 340900019 501(C)(3) 8638 DISASTER RELIEF, EMERGENCY ASSISTANCE; EDUCATION & TRAINING BIG BROTHERS BIG SISTERS OF LORAIN COUNTY 1917 NORTH RIDGE ROAD EAST SUITE A LORAIN OH 44055 341809153 501(C)(3) 9499 COMMUNITY BASED & SCHOOL BASED MENTORING BLESSING HOUSE ASSOCIATION 5440 GROVE AVENUE LORAIN OH 44055 300130029 501(C)(3) 16407 CHILDREN CRISIS CARE BOYS & GIRLS CLUBS OF LORAIN COUNTY PO BOX 516 OBERLIN OH 44074 341856214 501(C)(3) 99562 CORE YOUTH PROGRAMS CATHOLIC CHARITIES CORP 7911 DETROIT AVENUE CLEVELAND OH 44102 341318541 501(C)(3) 60702 COMMUNITY SERVICES CHILDREN'S DEVELOPMENTAL CENTER 150 ERIE COURT AMHERST OH 44001 340789758 501(C)(3) 9276 OUTPATIENT REHABILITATION FRENCH CREEK FAMILY YMCA 2010 RECREATION DRIVE AVON OH 44011 340714728 501(C)(3) 10000 HEALTHY LIVING HM HOUSING DEVELOPMENT 1561 EAST 30TH ST E LORAIN OH 44055 341938397 501(C)(3) 11626 COMMUNITY SERVICE HORIZON EDUCATION CENTERS 29510 LORAIN ROAD NORTH OLMSTED OH 44070 341267458 501(C)(3) 10000 EDUCATION - MIDDLE SCHOOL LORAIN COUNTY ALCOHOL & DRUG ABUSE SERV 2115 WEST PARK DRIVE LORAIN OH 44053 341341788 501(C)(3) 5186 WOMEN WITH CHILDREN TREATMENT PROGRAM LORAIN COUNTY OFFICE ON AGING 226 MIDDLE AVENUE ELYRIA OH 44035 341136543 501(C)(3) 22874 PROGRAMS FOR SENIORS LORAIN COUNTY SAFE HARBOR GENESIS HOUSE PO BOX 718 LORAIN OH 44052 341774211 501(C)(3) 9970 BATTERED WOMEN'S SHELTERS LORAIN COUNTY GENERAL HEALTH DISTRICT 9880 SOUTH MURRAY RIDGE RD ELYRIA OH 44035 346001704 501(C)(3) 272584 IMPROVING MIDDLE SCHOOL SKILLS MERCY FOUNDATION 3600 KOLBE ROAD LORAIN OH 44053 340936851 501(C)(3) 11498 COMMUNITY SERVICES NEIGHBORHOOD ALLIANCE PO BOX 1039 LORAIN OH 44052 340714471 501(C)(3) 50293 HOMEMAKER ASSISTANCE, CHILD CARE, SENIOR SOCIALIZATION, AND HOMELESS PROGRAMS NORTH RIDGEVILLE COMMUNITY CARE 34015 CENTER RIDGE RD NORTH RIDGEVILLE OH 44039 341377378 501(C)(3) 16145 EMERGENCY ASSISTANCE BASIC NEEDS OBERLIN COMMUNITY SERVICE COUNCIL 285 SOUTH PROFESSOR DR OBERLIN OH 44074 340907948 501(C)(3) 28039 EMERGENCY ASSISTANCE BASIC NEEDS OBERLIN EARLY CHILDHOOD 317 EAST COLLEGE STREET OBERLIN OH 44074 237313925 501(C)(3) 118805 CHILDCARE ASSISTANCE AND KINDERGARTEN READINESS SALVATION ARMY ELYRIA 716 WEST BROAD ST ELYRIA OH 44035 135562351 501(C)(3) 28179 EMERGENCY ASSISTANCE BASIC NEEDS SALVATION ARMY LORAIN 2506 BROADWAY AVE LORAIN OH 44052 135562351 501(C)(3) 59701 EMERGENCY ASSISTANCE BASIC NEEDS SALVATION ARMY LORAIN COUNTY REGIONAL FIELD 2507 EAST 22ND ST CLEVELAND OH 44101 135562351 501(C)(3) 92489 EMERGENCY ASSISTANCE BASIC NEEDS SECOND HARVEST FOOD BANK OF NORTH CENTRAL OHIO 7445 DEER TRAIL LANE LORAIN OH 44053 341446685 501(C)(3) 42484 FOOD BANK 22 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 MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE ORGANIZATION'S MOST RECENTLY COMPLETED FINANCIAL STATEMENT AND IRS FORM 990 ARE POSTED ON THE PUBLIC WEBSITE, WWW.UWLORAINCOUNTY.ORG. IN ADDITION, THE ORGANIZATION PRINTS AND DISTRIBUTES TO THE COMMUNITY AN ANNUAL REPORT WHICH CONTAINS ACCOMPLISHMENTS AND SUMMARIZED FINANCIAL STATEMENTS.