2015-11-30T09:02:03-06:00 2015-06-30 341602442 H & J CERTIFIED PUBLIC ACCOUNTANTS INC 7555 FREDLE DR STE 110 CONCORD OH 44077 990 2014-07-01 341105038 UNITED WAY OF LAKE COUNTY INC UNIT 4403523166 9285 PROGRESS PARKWAY MENTOR OH 44060 GREG LIEB INTERIM EXEC DIR 4403523166 2015-11-28 true ROLLAND B STANDISH P00169705 4409512997 2015-11-23 2014 2016-03-07 17:11:31Z GREG LIEB 9285 PROGRESS PARKWAY MENTOR OH 44060 2987154 false X WWW.UWLC.ORG X 1972 OH UNITED WAY OF LAKE COUNTY, ALONG WITH ITS MISSION TO "MEASURABLY IMPROVE THE QUALITY OF PEOPLE'S LIVES IN LAKE COUNTY", PROVIDES THE MOST EFFECTIVE CHANNEL THROUGH WHICH THE COMMUNITY MAY PARTICIPATE IN A VOLUNTARY, COOPERATIVE EFFORT TO IDENTIFY, EVALUATE, SUPPORT AND FUND CURRENT HUMAN SERVICE NEEDS IN LAKE COUNTY. UNITED WAY OF LAKE COUNTY IS A LOCAL, INDEPENDENT NONPROFIT ORGANIZATION THAT FUNDS PROGRAMS IN FOUR AREAS OF CARE INCLUDING CHILDREN & FAMILIES, SENIOR CITIZENS, BASIC NEEDS AND HEALTH. UNITED WAY OF LAKE COUNTY AFFECTS TWO OUT OF EVERY THREE RESIDENTS WHILE STRIVING TO MAKE A MEASURABLE IMPACT ON ALL RESIDENTS IN THE COMMUNITY. 34 34 17 1100 0 2980385 2826272 0 83361 127353 33529 3063746 2987154 2317763 2226724 0 635770 646409 0 286347 293855 365145 3247388 3238278 -183642 -251124 4930604 4493722 2175814 2072137 2754790 2421585 X UNITED WAY OF LAKE COUNTY, ALONG WITH ITS MISSION TO "MEASURABLY IMPROVE THE QUALITY OF PEOPLE'S LIVES IN LAKE COUNTY", PROVIDES THE MOST EFFECTIVE CHANNEL THROUGH WHICH THE COMMUNITY MAY PARTICIPATE IN A VOLUNTARY, COOPERATIVE EFFORT TO IDENTIFY, EVALUATE, SUPPORT AND FUND CURRENT HUMAN SERVICE NEEDS IN LAKE COUNTY. UNITED WAY OF LAKE COUNTY IS A LOCAL, INDEPENDENT NONPROFIT ORGANIZATION THAT FUNDS PROGRAMS IN FOUR AREAS OF CARE INCLUDING CHILDREN & FAMILIES, SENIOR CITIZENS, BASIC NEEDS AND HEALTH. UNITED WAY OF LAKE COUNTY AFFECTS TWO OUT OF EVERY THREE RESIDENTS WHILE STRIVING TO MAKE A MEASURABLE IMPACT ON ALL RESIDENTS IN THE COMMUNITY. false false 2230404 2129398 ALLOCATIONS AND AGENCY RELATIONS INCLUDE THE EVALUATION OF COMMUNITY NEEDS AND THE DISTRIBUTION OF FUNDS TO BEST MEET THOSE NEEDS. UNITED WAY OF LAKE COUNTY'S MANY VOLUNTEERS ARE CRITICAL DECISION- MAKERS WHEN IT COMES TO PROGRAM FUNDING DECISIONS. DOZENS OF COMPANIES RUN WORKPLACE CAMPAIGNS, INVOLVING CORPORATE GIFTS AND SPECIAL EVENTS, THAT HELP KEEP THE COMMUNITY ENGAGED IN MAKING IT A BETTER PLACE TO LIVE AND WORK. 456544 97326 COMMUNITY PLANNING INCLUDES COORDINATION OF AGENCY STAFF, VOLUNTEERS, AND OTHER RESOURCES TO CONDUCT ACTIVITIES FOR THE BETTERMENT OF THE COMMUNITY. UWLC ALSO HOUSES A COMMUNITY ROOM THAT CAN BE USED BY AREA NON-PROFITS, FREE OF CHARGE, FOR CLASSES, MEETINGS, AND TRAINING SESSIONS. COMMUNITY PLANNING EFFORTS ARE INTENSIVE IN A FEW MAIN AREAS EACH YEAR. THESE INCLUDE: DAY OF CARING, FEED LAKE COUNTY, YOUTH UNITED WAY, AND WOMEN'S LEADERSHIP COUNCIL. THE ANNUAL DAY OF CARING PROGRAM CONSISTS OF 700 EMPLOYEES FROM AREA BUSINESSES VOLUNTEERING AT OVER 100 SERVICE PROJECTS THROUGHOUT THE COUNTY. FEED LAKE COUNTY IS THE ANNUAL FOOD COLLECTION CAMPAIGN WHERE COMPANIES AND INDIVIDUALS RUN FOOD DRIVES AND COLLECT MONEY FOR FEED LAKE COUNTY. UWLC USES THOSE FUNDS TO BUY TURKEYS, HAMS, AND OTHER ITEMS THROUGHOUT THE YEAR FOR OVER 50 PANTRIES IN LAKE COUNTY, ALONG WITH DISTRIBUTING AROUND 25,000 POUNDS OF FOOD RECEIVED THROUGHOUT THE CAMPAIGN TO THOSE PANTRIES. YOUTH UNITED WAY IS A PROGRAM SPEARHEADED BY THE YOUNG LEADERS OF LAKE COUNTY GROUP AND CONSISTS OF AREA HIGH SCHOOL STUDENTS VOLUNTEERING THEIR TIME TO EVALUATE AGENCY PROGRAMS AND CHOOSE WHERE TO ALLOCATE 10,000 IN FUNDS ALLOTTED TO THEM EACH YEAR. WOMEN'S LEADERSHIP COUNCIL HOSTS A WOMEN'S WINTERFEST EVENT EACH YEAR WHERE THOSE FUNDS ARE THEN GRANTED TO WOMEN'S PROGRAMS IN LAKE COUNTY AFTER BEING EVALUATED BY THE WOMEN'S LEADERSHIP GRANTS COMMITTEE. 2686948 true true false false false false false false false false true false false false false true true false false false false false false true false false false true true true false false false false false true false false true false false false false false false false false true 0 0 17 true false false false false false true true false false false false false false X 34 34 false false false false false false false true true false false true true true true true true true true false OH X X ZACH SIEBERT 4403523166 9285 PROGRESS PARKWAY MENTOR OH 44060 X DAVE WILES CHAIR 10.00 X X 0 0 0 GABE RHOADS 1ST VICE CHA 6.00 X X 0 0 0 ANGI BENSINGER 2ND VICE CHA 2.00 X X 0 0 0 TOM SELLENY 2ND VICE CHA 2.00 X X 0 0 0 DAN WILSON TREASURER 2.00 X X 0 0 0 MICHAEL VICTOR DIRECTOR 2.00 X 0 0 0 KAY MALEC DIRECTOR 2.00 X 0 0 0 THOMAS H ROSEUM DIRECTOR 2.00 X 0 0 0 WILLIAM J HORVATH DIRECTOR 2.00 X 0 0 0 TODD ALISHUSKY DIRECTOR 2.00 X 0 0 0 STEPHEN A BAUMMD DIRECTOR 2.00 X 0 0 0 THOMAS W BENDA DIRECTOR 2.00 X 0 0 0 BRENT BUCKLEY DIRECTOR 2.00 X 0 0 0 RICHARD D CICERO DIRECTOR 2.00 X 0 0 0 JOSEPH A COCOZZO DIRECTOR 2.00 X 0 0 0 MELISSA CROCKETT WILLIS DIRECTOR 2.00 X 0 0 0 MATTHEW DONOVAN DIRECTOR 2.00 X 0 0 0 DAN DUNLAP DIRECTOR 2.00 X 0 0 0 AL JONES DIRECTOR 2.00 X 0 0 0 ROBERT LEE DIRECTOR 2.00 X 0 0 0 STEVEN LATOURETTE DIRECTOR X 0 0 0 GREG LIEB DIRECTOR 2.00 X 0 0 0 FRANK MCGORTY DIRECTOR 2.00 X 0 0 0 MATT MILLER DIRECTOR 2.00 X 0 0 0 JOE PASSAFIUME DIRECTOR 2.00 X 0 0 0 JOHN L PETRIC DIRECTOR 2.00 X 0 0 0 MARY ROSSOLL DIRECTOR 2.00 X 0 0 0 THOMAS W RUFFNER DIRECTOR 2.00 X 0 0 0 TOM SALPIETRA DIRECTOR 2.00 X 0 0 0 RAY SOMICH DIRECTOR 2.00 X 0 0 0 RON TRAUB DIRECTOR 2.00 X 0 0 0 PAUL VANEK MD DIRECTOR 2.00 X 0 0 0 DEBORAH FOLEY PRESIDENT 40.00 X 110631 0 12496 110631 12496 1 true false false 146629 2679643 43280 2826272 127353 127353 UNPAID PRIOR YEAR ALLOCATION 900099 25842 25842 MISCELLANEOUS 900099 7687 7687 33529 2987154 33529 127353 2129398 2129398 97326 97326 110631 51443 31530 27658 413750 192078 117963 103709 79582 38245 22657 18680 42446 20395 11260 10791 10500 10500 3475 3475 106583 78353 23210 5020 41427 2210 39217 8767 1753 877 6137 33697 19544 9435 4718 12851 8996 1285 2570 50240 50240 22083 12808 6183 3092 7778 2606 3767 1405 MISCELLANEOUS 25254 10382 11818 3054 PAYMENTS TO AFFILIATES 23929 11498 6348 6083 TELEPHONE 10970 5271 2910 2789 SUPPLIES 4656 2237 1235 1184 2935 2405 530 3238278 2686948 264983 286347 1032067 708284 312202 335511 1660202 1567249 50660 10026 1137949 617520 542511 520429 1309562 1328090 23400 24133 4930604 4493722 89972 68137 2085842 2004000 2175814 2072137 X 2117912 1780635 636878 640950 2754790 2421585 4930604 4493722 -251124 -82081 X false true X true false X 3177532 1146412 3325224 2980385 2826272 13455825 3177532 1146412 3325224 2980385 2826272 13455825 60681 13395144 35926 8068 35417 83361 127353 290125 13745950 33529 0.97450 0.98340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 200500 200500 858213 542251 315962 79236 75269 3967 520429 X 2884275 -82081 5044 -77037 2961312 25842 25842 2987154 3217480 5044 5044 3212436 25842 25842 3238278 SCHEDULE D, PAGE 3, PART X UWLC FOLLOWS THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES. UWLC'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. UWLC IS GENERALLY NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR FISCAL YEARS ENDING BEFORE 2012. IN EVALUATING UWLC'S ACTIVITIES, UWLC BELIEVES ITS POSITION OF TAX-EXEMPT STATUS IS CURRENT BASED ON CURRENT FACTS AND CIRCUMSTANCES. THEY FURTHER HAVE ASSESSED THAT THERE ARE NO ACTIVITIES UNRELATED TO THE PURPOSE OF UWLC AND THEREFORE NO TAX IS TO BE RECOGNIZED. IT IS THE POLICY OF UWLC TO INCLUDE IN OPERATING EXPENSES PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES. THERE ARE NO PENALTIES OR INTEREST FROM TAXING AUTHORITIES INCLUDED IN OPERATING EXPENSES FOR THE YEAR ENDED JUNE 30, 2015. SCHEDULE D, PAGE 4, PART XI, LINE 4B UNPAID GRANT IS CONTRA-EXP ON FINANCIAL STMT 25,842 SCHEDULE D, PAGE 4, PART XII, LINE 4B UNPAID GRANT IS CONTRA-EXP ON FINANCIAL STMT 25,842 false true AMERICAN RED CROSS 530196605 C3 19798 ALLOCATION ARTHRITIS FOUNDATION GREAT LAKES 346544884 C3 6863 ALLOCATION BEACON HEALTH 341109253 C3 74924 ALLOCATION BIG BROTHERS BIG SISTERS OF NEO 341753916 C3 85400 ALLOCATION BIRTHRIGHT LAKE CO 237351568 C3 6500 ALLOCATION BOY SCOUTS OF GWRC 341740075 C3 70237 ALLOCATION CAMP SUE OSBORN 341222384 C3 36675 ALLOCATION CATHOLIC CHARITIES CORP 341908579 C3 71509 ALLOCATION CHILD CARE ON THE SQUARE INC 341367640 C3 60807 ALLOCATION CROSSROADS 341458441 C3 25385 ALLOCATION EASTLAKE SENIOR CENTER 5394 ALLOCATION ECUMENICAL SHELTER NETWORK OF LC 341769046 C3 65809 ALLOCATION FAIRPORT SENIOR CENTER 7739 ALLOCATION FINE ARTS ASSOCIATION 340834212 C3 30592 ALLOCATION FORBES HOUSE 341291205 C3 95000 ALLOCATION GIRL SCOUTS OF NEO 340726094 C3 9832 ALLOCATION HOSPICE OF THE WESTERN RESERVE 341256377 C3 58418 ALLOCATION KIDNEY FOUNDATION LAKE CO CHAPTER 340827748 C3 27238 ALLOCATION LAKE ACADEMY 341150069 GOV 6372 ALLOCATION LAKE COUNTY CAPTAINS CHARITIES 352197135 C3 7782 ALLOCATION LAKE COUNTY COMMUNITY NETWORK 341887344 C3 28400 ALLOCATION LAKE COUNTY COUNCIL ON AGING 237266637 C3 84619 ALLOCATION LAKE COUNTY FREE CLINIC 341081191 C3 186001 ALLOCATION LAKE COUNTY GENERAL HEALTH GOV 14592 ALLOCATION LAKE GEAUGA RECOVERY CENTER 341119240 C3 149704 ALLOCATION LAKE HEALTH 311562964 C3 9611 ALLOCATION LIFELINE INC 237317490 C3 148838 ALLOCATION MENTOR SENIOR CENTER 12254 ALLOCATION NEW DIRECTIONS FOR LIVING 341485922 C3 58400 ALLOCATION PAINESVILLE SENIOR CENTER 5303 ALLOCATION SALVATION ARMY CITADEL 135562351 C3 170412 ALLOCATION SALVATION ARMY SERVICE UNITS 135562351 C3 42700 ALLOCATION STARTING POINT 341650004 C3 28540 ALLOCATION WESTERN RESERVE COMMUNITY DEVELOP 341724876 C3 10000 ALLOCATION WESTERN RESERVE COUNSELING 341126565 C3 97881 ALLOCATION WICKLIFFE SENIOR CENTER 6097 ALLOCATION YMCA 340714796 C3 157775 ALLOCATION LAKE GEAUGA RECOVERY CENTERS 341119240 C3 7896 WOMENS LEADERSHIP LAKE COUNTY GENERAL HEALTH DISTRICT GOV 17500 SOLUTIONS PANEL SOCIETY FOR REHABILITATION 340901440 C3 10000 EMERGENCY ASSISTANCE GIRL SCOUTS OF NORTHEAST OHIO 340726094 C3 6750 AMAZE PROGRAM PAINESVILLE CITY BOARD OF ED GOV 6500 FAMILY RESOUCE CENTE STARTING POINT 341650004 C3 10000 EMERGENCY MCKINLEY COMMUNITY OUTREACH CENTER 462929505 C3 8000 SOLUTIONS PANEL ECUMENICAL SHELTER NETWORK OF LC 341769046 C3 6463 SOLUTIONS PANEL LEGAL AID SOCIETY 340866026 C3 6000 SOLUTIONS PANEL GIRL SCOUTS OF NORTHEAST OHIO 340726094 C3 6000 SOLUTIONS PANEL LAKE COMMUNICATORS 341499010 6000 SOLUTIONS PANEL 42 6 FOOD 97326 FMV EMERGENCY ASSIS SCHEDULE I, PAGE 1, PART I, LINE 2 RECIPIENT AGENCIES ARE REQUIRED TO SUBMIT AN ANNUAL OUTCOME MEASUREMENT REPORT WHICH IS REVIEWED BY MANAGEMENT AND ALSO EVALUATION AND INVESTMENT COMMITTEES. THE ORGANIZATION DISTRIBUTES DONATED AND PURCHASED FOOD TO NEEDY INDIVIDUALS AS PART OF ITS COMMUNITY OUTREACH SERVICES. SCHEDULE I, PAGE 4, PART IV GRANTEE ADDRESSES ARE AVAILABLE UPON REQUEST FROM THE ORGANIZATION'S OFFICE. ALL AGENCIES HAVE PROGRAMS ACTIVE WITHIN LAKE COUNTY, OHIO. THE PURPOSE OF ALL ALLOCATION AWARDS IS TO SUPPORT THE PROGRAMS OF MEMBER AGENCIES AND COMMUNITY PARTNERS. CERTAIN OTHER GRANTS PROVIDE EMERGENCY ASSISTANCE TO INDIVIDUALS IN NEED OF TRANSITIONAL HOUSING, UTIITIES, MEDICAL AND OTHER SUPPORT. true false false false false false false false false DEBORAH FOLEY PRESIDENT 105631 5000 5058 7438 123127 SCHEDULE J, PAGE 1, PART I, LINE 4 DEBORAH FOLEY 5,000 0 0 AISLINN CONSULTING LLC FRMR BOARD MEMB 19950 MANAGEMENT SERVICES false X 1 43280 LOCAL FMV false false false FORM 990 - ORGANIZATION'S MISSION UNITED WAY OF LAKE COUNTY, ALONG WITH ITS MISSION TO "MEASURABLY IMPROVE THE QUALITY OF PEOPLE'S LIVES IN LAKE COUNTY", PROVIDES THE MOST EFFECTIVE CHANNEL THROUGH WHICH THE COMMUNITY MAY PARTICIPATE IN A VOLUNTARY, COOPERATIVE EFFORT TO IDENTIFY, EVALUATE, SUPPORT AND FUND CURRENT HUMAN SERVICE NEEDS IN LAKE COUNTY. UNITED WAY OF LAKE COUNTY IS A LOCAL, INDEPENDENT NONPROFIT ORGANIZATION THAT FUNDS PROGRAMS IN FOUR AREAS OF CARE INCLUDING CHILDREN & FAMILIES, SENIOR CITIZENS, BASIC NEEDS AND HEALTH. UNITED WAY OF LAKE COUNTY AFFECTS TWO OUT OF EVERY THREE RESIDENTS WHILE STRIVING TO MAKE A MEASURABLE IMPACT ON ALL RESIDENTS IN THE COMMUNITY. FORM 990, PAGE 2, PART III, LINE 4B COLLECT MONEY FOR FEED LAKE COUNTY. UWLC USES THOSE FUNDS TO BUY TURKEYS, HAMS, AND OTHER ITEMS THROUGHOUT THE YEAR FOR OVER 50 PANTRIES IN LAKE COUNTY, ALONG WITH DISTRIBUTING AROUND 25,000 POUNDS OF FOOD RECEIVED THROUGHOUT THE CAMPAIGN TO THOSE PANTRIES. YOUTH UNITED WAY IS A PROGRAM SPEARHEADED BY THE YOUNG LEADERS OF LAKE COUNTY GROUP AND CONSISTS OF AREA HIGH SCHOOL STUDENTS VOLUNTEERING THEIR TIME TO EVALUATE AGENCY PROGRAMS AND CHOOSE WHERE TO ALLOCATE 10,000 IN FUNDS ALLOTTED TO THEM EACH YEAR. WOMEN'S LEADERSHIP COUNCIL HOSTS A WOMEN'S WINTERFEST EVENT EACH YEAR WHERE THOSE FUNDS ARE THEN GRANTED TO WOMEN'S PROGRAMS IN LAKE COUNTY AFTER BEING EVALUATED BY THE WOMEN'S LEADERSHIP GRANTS COMMITTEE. FORM 990, PAGE 6, PART VI, LINE 11B THE 990 WAS PREPARED BY AN INDEPENDENT CPA AND PROVIDED TO THE FINANCE STAFF AND MANAGEMENT FOR REVIEW. AFTER REVIEW AND MODIFICATIONS, 990 WAS PROVIDED TO THE FINANCE COMMITTEE, TO WHICH THE BOARD HAS DELEGATED AUTHORITY FOR 990 REVIEW ON BEHALF OF THE ORGANIZATION. AFTER THE FINANCE COMMITTEE REVIEWED THE 990 AND APPROVED IT FOR FILING, THE INFORMATION RETURN IS PROVIDED TO THE BOARD PRIOR TO BEING ELECTRONICALLY FILED. FORM 990, PAGE 6, PART VI, LINE 12C ALL OF THE GOVERNING BODY ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST FORM ON AN ANNUAL BASIS. WHEN VOTES ARE TAKEN ALL ARE REQUIRED TO DISCLOSE IF A CONFLICT EXISTS. ALL EMPLOYEES ARE ALSO REQUIRED TO FILL OUT A CONFLICT OF INTEREST FORM ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 15A IN DEPTH REVIEW OF THE EXECUTIVE DIRECTOR'S PERFORMANCE AS WELL AS REVIEW OF THE COMPARABILITY OF THE PRESIDENT'S SALARY WITH OTHER LIKE AGENCIES IS PERFORMED BY THE EXECUTIVE COMMITTEE, WHICH IS COMPRISED OF INDEPENDENT PERSONS. THE SALARY IS APPROVED BY THE BOARD AND IS DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. FORM 990, PAGE 6, PART VI, LINE 15B THERE WERE NO EMPLOYEES DEFINED AS KEY IN FISCAL YEAR JUNE 30, 2015, NOR WERE THERE ANY PAID OFFICERS OTHER THAN DISCLOSED ON LINE 15A. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 UNPAID GRANT IS CONTRA-EXP ON FINANCIAL STMT -25,842 UNPAID GRANT IS CONTRA-EXP ON FINANCIAL STMT 25,842