2015-10-01T08:00:25-05:00 2014-12-31 440160260 BKD LLP 312 Walnut St Suite 3000 Cincinnati OH 45202 990 2014-01-01 310537502 United Way of Greater Cincinnati UNIT 5137627100 2400 Reading Road Cincinnati OH 45202 Yvonne Washington Executive Vice President / COO 2015-09-30 true Aaron Hershberger 5136218300 2014 2016-02-25 16:41:14Z Robert C Reifsnyder 2400 Reading Road Cincinnati OH 45202 319024658 false X www.uwgc.org X 1920 OH UNITED WAY LEADS AND MOBILIZES THE CARING POWER OF INDIVIDUALS AND ORGANIZATIONS TO HELP PEOPLE MEASURABLY IMPROVE THEIR LIVES. 62 58 174 20967 0 0 62773714 62750144 1376300 1368929 985217 852504 144595 129483 65279826 65101060 47984609 47705412 0 10720692 10459164 0 5234721 6489306 6703426 65194607 64868002 85219 233058 88634341 86642768 53608411 50468134 35025930 36174634 UNITED WAY LEADS AND MOBILIZES THE CARING POWER OF INDIVIDUALS AND ORGANIZATIONS TO HELP PEOPLE MEASURABLY IMPROVE THEIR LIVES. false false 41256367 35531725 0 Community Impact Community Impact includes activities that relate to fund program investment and strategic community initiatives, including public policy and community services/labor. Community Impact involves developing community solutions and investing resources to effectively address community goals and health and human service needs and includes outcome measurement, planning and problem-solving. Strategic community initiatives promote collaborative problem-solving and community development with governmental and non-profit agencies, and education/income/health organizations. UWGC's leadership is evident through the Agenda for Community Impact, a dynamic and interactive action plan designed to achieve measurable community change in priority areas around helping children achieve academic and life success and ensuring families and individuals achieve financial stability. The Agenda guides all of UWGC's work and is closely linked to the Community's Bold Goals for our Region, which were first developed in 2011. Building on the framework of the Bold Goals, UWGC continues work in the community to ensure broad-cross sector coordination with the intent to create large scale social change. Progress has been noted in the Bold Goals. At the end of 2014, more than 250 businesses, educational institutions, hospitals and nonprofit entities had pledged to work collectively toward achievement of the goals. Education: UWGC places our highest priority on working with systems and partners to ensure that children arrive at kindergarten ready to learn and to make sure youth succeed. For children to grow into successful adults, they need a supportive and healthy early foundation. UWGC is investing heavily in two core research-based strategies proven to be effective in ensuring a strong start in life: quality home visitation/parent support and quality early care and education. Throughout the region, United Way Success By 6 is the driving force behind ensuring that families are receiving the services and support needed to help young children succeed. As a result of this work and that of many committed social service providers, kindergarten readiness assessments over the last few years reflect progress in the number of children in our communities who are ready for the challenges of school. Because youth spend 80 percent of their time in settings other than school, we cannot rely primarily on schools to provide educational and cultural experiences. Children living in impoverished communities must have the same enrichment and learning opportunities as their counterparts in affluent neighborhoods. UWGC and its partners are working to ensure youth success through a variety of programs and initiatives, including quality out of school time and cultural enrichment, in-school support, mentoring, mental health counseling, and risky behavior and child abuse prevention. Results of this work in 2014 include: 95 percent of children ages birth to 3 years participating in home visiting programs were developmentally on target; 90 percent of children participating in early care and education programs were assessed age-appropriate in their development; 84 percent of youth in academic-focused youth programs achieved grade promotion; 12,464 students participated two or more times per week in structured after-school activities; and, 3,698 youth in the DESSA project were determined social emotionally on target. Income: UWGC places our second highest priority on working with systems and partners to ensure that families and individuals are financially stable. Financial stability is one of the key factors to building strong and stable families and, in turn, strong and stable communities. Those who have fewer financial stresses are healthier, perform better at work and have better education outcomes. When parents are financially stable, they are more able to address the physical, emotional and educational needs of their children. To address the obstacles that prevent hard-working families from getting ahead financially, UWGC is investing in vital services and partnering with others to ensure that families meet their basic needs, while gaining the financial capability to plan for, and accomplish, their long-term financial goals. In our region, we are seeing an increasing oversupply of entry-level workers and an undersupply of skilled workers with post-secondary education. UWGC is taking a key leadership role in the community's efforts to ensure that workers in our region have the appropriate education and training to meet the demands of local employers. Results of this work in 2014 include: 1,687 individuals obtained jobs through UWGC-funded workforce programs; since 2009, 6,400 individuals have participated in Career Pathway Initiatives - 82% obtained jobs while 75% retained jobs for at least one year; 80,290 individuals received food that met their basic needs; 5,724 families and individuals received emergency shelter for at least three days; and $21.3 million in tax credits were returned to more than 18,000 families who filed at United Way's 30+ sites region-wide. Health: Health cuts across the Education and Income goal areas of the Agenda for Community Impact - essentially extending across the entire lifespan. Good health helps to ensure children are prepared for kindergarten and that they succeed during their school years. Poor health can keep families from being financially stable. The World Health Organization defines health as a state of complete physical, mental and social well-being and not merely the absence of disease or infirmity. Achieving and maintaining good health is important during all stages of life, from prenatal health through childhood to adulthood to later years in life. The health of our citizens is a strong indicator of the health of our communities. Whether it is a neighbor without health insurance, a senior in need of home health care, a victim of abuse, or someone struggling with mental illness or addiction, UWGC is working to ensure everyone has access to affordable and quality care so they can lead safe, healthy and rewarding lives. Community Health Agenda - The Health Collaborative is leading an effort of key stakeholders in our region to develop a long-term, systematic plan to drive better health, better health care and lower costs for our community. United Way is playing a supporting role in the development of this Agenda. Cradle Cincinnati - A newly-formed partnership focusing on comprehensive, evidence-based strategies to reduce the infant mortality rate in Cincinnati and Hamilton County. United Way is both an investor and on the leadership committee. Results of this work in 2014 include: 3,945 seniors received transportation services to and from medical appointments; 2,150 seniors received a nutritious meal, enabling them to continue living independently; 2,168 seniors at risk for abuse, neglect and exploitation participated in case management services; 6,607 individuals established a medical home and, 95 percent of children birth through age 5 were on track for receiving immunizations. 11274708 11274708 0 DONOR DESIGNATIONS AS PART OF THE UWGC CAMPAIGN, DONORS MAY DESIGNATE ALL OR A PORTION OF THEIR PLEDGE TO A UWGC INITIATIVE OR IMPACT AREA, A UWGC AGENCY PARTNER, OR ANOTHER UNITED WAY. DESIGNATIONS RECEIVED IN THE FALL CAMPAIGN ARE DISTRIBUTED THE FOLLOWING YEAR BASED UPON AMOUNTS COLLECTED. 2138220 898979 1347529 CENTRAL SERVICES CENTRAL SERVICES INCLUDE SELF-SUPPORTING PROGRAMS WHICH SERVE UWGC'S OPERATING DIVISIONS AND OTHER NONPROFIT ORGANIZATIONS. THESE FEE-PRODUCING PROGRAMS INCLUDE GROUP EMPLOYEE BENEFITS ADMINISTRATION, BUILDING AND GROUNDS MANAGEMENT, PRINTING, OFFICE SUPPLIES, MAIL, ACCOUNTING, AND MANAGEMENT INFORMATION SERVICES. 1699782 0 21500 DIRECT SERVICES DIRECT SERVICES ARE SERVICES PROVIDED BY UWGC, SUCH AS UNITED WAY 211, AND THE VOLUNTEER CONNECTION. UNITED WAY 211 LINKS PEOPLE TO SERVICES AND VOLUNTEER OPPORTUNITIES. UNITED WAY 211 IS AVAILABLE 24 HOURS A DAY, SEVEN DAYS A WEEK TO PEOPLE IN HAMILTON, CLERMONT, BROWN AND BUTLER COUNTIES IN OHIO; BOONE, KENTON, CAMPBELL AND GRANT COUNTIES IN KENTUCKY; AND RIPLEY AND SWITZERLAND COUNTIES IN INDIANA. THE VOLUNTEER CONNECTION STRIVES TO INCREASE THE EFFECTIVENESS AND PARTICIPATION OF ALL SEGMENTS OF VOLUNTEER RESOURCES THROUGH RECRUITMENT, TRAINING, EDUCATION AND RECOGNITION. 1699782 21500 56369077 true true false true false false false false true true false false false true true false true false false false false false false true false false true false true false false false false false false false true true false false false false true true true false false true 80 0 true 174 true false false false false false true true false false false false X 62 58 true false false false false false false true true false false true true true true true true true true false IN KY X X Jill Johnson 5137627100 2400 Reading Road Cincinnati OH 452021478 Mr James C Ellerhorst Chair 3.00 X X 0 0 0 Mr Michael J Laatsch Vice Chair, Marketing 2.00 X X 0 0 0 Ms Tillie Hidalgo Lima Secretary 1.00 X X 0 0 0 Ms Penny Pensak Vice Chair, Community Impact 3.00 X X 0 0 0 Ms Julia W Poston Treasurer & Vice Chair 2.00 1.00 X X 0 0 0 Mr Robert C Reifsnyder President / CEO 70.00 2.00 X X 387664 0 45669 Mr Clifford A Bailey Board Member 1.00 X 0 0 0 Dr Karen Bankston Board Member 1.00 X 0 0 0 Mr James Brown Board Member 1.00 X 0 0 0 Mr William P Butler Board Member 1.00 X 0 0 0 Mr Alfonso Cornejo Board Member 1.00 X 0 0 0 Ms S Kay Geiger Public Policy Co-Chair 2.00 X 0 0 0 Mr Merwyn Grayson Jr Board Member 1.00 1.00 X 0 0 0 Ms Delores Hargrove-Young Board Member - See Schedule O 1.00 X 0 0 0 Dr Lavaughn Henry Board Member 1.00 X 0 0 0 Dr G Edward Hughes Board Member 1.00 X 0 0 0 Mr Mark J Jahnke Board Member 1.00 X 0 0 0 Mr David L Joyce Board Member 1.00 X 0 0 0 Mr Jerome C Kathman Volunteer Connection Chair 2.00 X 0 0 0 Mr Philip R McHugh Board Member 1.00 X 0 0 0 Mr David C Phillips Board Member 1.00 X 0 0 0 Ms Jacquelyn D Phillips Board Member 1.00 X 0 0 0 Mr R Michael Prescott Board Member 1.00 X 0 0 0 Mr John S Prout Board Member 1.00 X 0 0 0 Dr Janet B Reid Public Policy Co-Chair - See Schedule O 2.00 X 0 0 0 Mr J Michael Robinson Board Member 1.00 X 0 0 0 Mr Sean Rugless Board Member 1.00 X 0 0 0 Mr Carl P Satterwhite Board Member 1.00 X 0 0 0 Mr William L Scheyer Board Member 1.00 X 0 0 0 Mr Brent R Seelmeyer Leadership Council Chair 1.00 X 0 0 0 Ms Valarie L Sheppard Immediate Past Chair - See Schedule O 2.00 X 0 0 0 Mr Douglas E Sizemore Community Services Chair 1.00 X 0 0 0 Mr J Shane Starkey Board Member 1.00 X 0 0 0 Mr Theodore H Torbeck Board Member 1.00 X 0 0 0 Mr George E Yund UWGC Foundation Board Chair 2.00 1.00 X 0 0 0 Ms Shakila T Ahmad Board Member 1.00 X 0 0 0 Mr William B Cosby Dearborn & OH Counties Chair - See Schedule O 1.00 X 0 0 0 Mr Steve Cruse Board Member 1.00 X 0 0 0 Mr Christopher C Froman Board Member 1.00 X 0 0 0 Ms Julie B Highley Eastern Area Chair 2.00 X 0 0 0 Mr Gary T Huffman Board Member 1.00 X 0 0 0 Mr James May Board Member 1.00 X 0 0 0 Mr Victor A Needham III Board Member 1.00 X 0 0 0 Ms Johnna N Reeder Board Member 1.00 X 0 0 0 Mr Steve J Shifman Board Member 1.00 X 0 0 0 Ms Mary Stagaman Board Member 1.00 X 0 0 0 Mr Bret A Caller Board Member 1.00 X 0 0 0 Ms Julie Dietz Board Member 1.00 X 0 0 0 Mr John S Dubis Board Member 1.00 X 0 0 0 Ms Jane M Keller Board Member 1.00 X 0 0 0 Mr Patrick E McCausland Middletown Area Chair 2.00 X 0 0 0 Mr Geoffrey Mearns Board Member 1.00 X 0 0 0 Dr Santa J Ono Board Member 1.00 X 0 0 0 Mr Scott D Phillips Board Member 1.00 X 0 0 0 Mr Manuel Z Rios Board Member 1.00 X 0 0 0 Ms Julie A Sellers Board Member 1.00 X 0 0 0 Mr Kenneth W Stecher Board Member 1.00 X 0 0 0 Mr James L Wainscott 2014 UW Campaign Chair 3.00 X 0 0 0 Ms Kathleen Barclay Board Member 1.00 X 0 0 0 Mr Mark Biegger Board Member 1.00 X 0 0 0 Mr Kevin Carroll Volunteer Connection Chair 2.00 X 0 0 0 Mr David Faulk Board Member 1.00 X 0 0 0 Mr David Gooch Board Member 1.00 X 0 0 0 Ms Lee Ann Liska Board Member 1.00 X 0 0 0 Mr Philip Thoms Emerging Leaders Intern 1.00 X 0 0 0 Ms Karen Zengel Northern Kentucky Area Chair 2.00 X 0 0 0 Ms Yvonne G Washington Executive Vice President / COO 52.00 2.00 X 244674 0 37913 Ms Carol Aquino Vice President Marketing 50.00 X 155781 0 21004 Mr Christopher Martin Vice President Development 55.00 X 153378 0 30949 Ms Margaret Hulbert VP Strategic Res & Pub Policy 66.00 X 126697 0 34165 Ms Jill Johnson Vice President Finance & Operations 45.00 1.00 X 139965 0 19344 Ms Margaret Clark Director Every Child Succeeds 50.00 X 119436 0 10432 Mr Ross Meyer Vice President Community Impact 52.00 X 119414 0 28721 Mr Douglas Brueckner Senior Director, Information Technology 47.00 X 100189 0 7858 1547198 0 236055 9 false true false UPIC SOLUTIONS 2400 Reading Road FORT MITCHELL KY 45202 TECHNOLOGY SERVICES 563655 CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER 3333 Burnet Avenue CINCINNATI OH 45229 RESEARCH SERVICES 282064 PARTNERSHIP CENTER LTD 2134 Alpine Place CINCINNATI OH 45206 RESEARCH SERVICES 179208 UNIVERSITY OF CINCINNATI-IPR Two Edwards Center Suite 3300 CINCINNATI OH 45221 RESEARCH SERVICES 150000 KELLEY SEAN 262 Greendale Avenue CINCINNATI OH 45220 PROFESSIONAL SERVICES 114000 7 X 150554 42750 980686 788133 60788021 2215264 62750144 RENTAL INCOME FROM AGENCIES 531120 407120 407120 CENTRAL SERVICES-ACCOUNTING FEES 561499 160125 160125 CENTRAL SERVICES-ADMINISTRATIVE SERVICES 561000 168962 168962 CENTRAL SERVICES-CITY HUMAN SERVICES 561000 87077 87077 211 SERVICE FEES 561499 440087 440087 105558 105558 0 0 1368929 1067239 1067239 0 0 253680742 253895477 -214735 0 -214735 -214735 35908 42750 28121 7787 7787 OUTSIDE DESIGNATION FEES 900099 119240 119240 MISCELLANEOUS REVENUE 900099 2456 2456 0 0 0 0 121696 65101060 1368929 0 981987 47705412 47705412 1077036 294758 378949 403329 6863953 3485975 1280050 2097928 1415020 722611 273363 419046 538450 289560 90904 157986 564705 280289 108365 176051 15459 15459 77650 77650 15770 15770 2686638 2119388 215130 352120 282106 198548 9584 73974 450424 11427 160497 278500 293418 243339 29227 20852 605641 149714 175339 280588 175359 100844 17580 56935 392749 159090 55928 177731 234798 116850 46681 71267 529250 218104 198945 112201 272806 135766 54237 82803 162957 20686 13227 129044 ALLOCATION TO RED CROSS 281400 281400 OTHER DUES 184148 88579 42923 52646 MISCELLANEOUS EXPENSE 42853 28137 4396 10320 0 0 0 0 64868002 56369077 3264204 5234721 750 860 3773554 2464947 48137992 47834020 1904502 1496635 12117200 12117200 294572 317660 1479933 714219 578149 765714 20343745 20161945 0 0 1483877 1483787 88634341 86642768 3694017 2624516 44085823 42690030 5460119 4999533 368452 154055 53608411 50468134 X 26139292 26684391 7802927 8433192 1083711 1057051 35025930 36174634 88634341 86642768 X 233058 10483 905163 X false true X true true true X 67464880 65764795 64187705 62773714 62750144 322941238 67464880 65764795 64187705 62773714 62750144 322941238 9753655 313187583 885340 1071805 1099632 1167842 1067239 5291858 103823 91276 140597 131744 121696 589136 328822232 0.9525 0.9545 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - MISCELLANEOUS, COLUMN A - 103823.0, COLUMN B - 91276.0, COLUMN C - 140597.0, COLUMN D - 131744.0, COLUMN E - 121696.0, COLUMN F - 589136.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 47898 190162 238060 0 64629942 64868002 1000000 0 250000 0 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 257538 167640 180920 238060 844158 250000 250000 250000 250000 1000000 1500000 26612 33646 46046 47898 154202 Schedule C, Part II-A Lobbying Activities United Way of Greater Cincinnati is a leader in public policy research, education and advocacy activities. We recognize that public funding of health and human services will always substantially exceed private support. We strive to create effective partnerships between government and nonprofit organizations, and we share our experience and expertise with the public sector as part of that partnership. We serve on multiple committees and panels designed to coordinate public and private services and work with elected and appointed officials in Kentucky and Ohio and on the federal level on health, human service and community development and nonprofit effectiveness and accountability. We encourage our agency partners and other nonprofit organizations to advocate on behalf of their programs and the people they serve because we know they have direct service experience and knowledge on critical community issues. We encourage nonprofits to develop relationships with elected and appointed government officials, and to consistently educate them about their services, clients and communities. We urge nonprofits to take a positive approach toward lobbying, stressing education, information and issue-focused advocacy. In 2014, United Way of Greater Cincinnati recorded expenditures of $244,600 for the Public Policy and Government Relations function. This amount provided salaries for approximately 1.7 full-time equivalent staff positions. This total amount included salaries, benefits, occupancy and office expenses, travel and meetings. Of the total amount spent on public policy, no more than 30% or $73,380 was spent on lobbying and no more than 30% of that amount, or $22,014 was spent on grassroots lobbying. In 2014, United Way staff worked closely with federal, state and local government to create partnerships for the effective and efficient delivery of health and human services in a two state, eight county region. Staff lobbied elected and appointed officials on the following issues: * At the federal level, we supported education, workforce, health and human services funding, tax and appropriate accountability standards for nonprofit organizations. * In Ohio and Kentucky, we worked with the state administration and key legislators to provide them with information and guidance on social welfare policy, health and human services, public education, child health and early care and education, and nonprofit accountability. * On a local level, we worked with local area development districts and County and City Governments to create public-private partnerships for the efficient, effective delivery of health and human services. Through service contracts, we spent: * $30,000 to Top Shelf Lobby LLC to advocate for early childhood education in Kentucky. Of that amount, no more than $20,000 was spent on lobbying. * $ 45,455 to Vorys Advisors LLC to advocate for early childhood education in Ohio. Of that amount, no more than $35,000 was spent on lobbying. We made the following allocations to other nonprofit organizations for education, advocacy or lobbying about public sector policies or funding: * $40,000 to Council for a Strong America for ReadyNation to advocate on behalf of early care and education in Ohio and on the federal level. Of that amount, no more that 20% or $8,000 was spent on lobbying, and no more than 50% of the lobbying amount, or $4,000, was spent on grassroots lobbying. * $20,000 to Children Inc. to advocate on behalf of early care and education in Kentucky. Of that amount, no more than 30% or $6,000 was spent on lobbying, and no more than 20% of the lobbying amount, or $1,200, was spent on grassroots lobbying. * $60,000 to Community Initiatives to support groundWork to advocate on behalf of early care and education in Ohio. Of that amount, no more than 50% or $30,000 was spent on lobbying, and no more than 20% of the lobbying amount, or $6,000, was spent on grassroots lobbying. * $5,000 to Indiana Association of United Ways to advocate on behalf of health and human services. Of that amount, no more than 30% or $1,500 was spent on lobbying, and no more than 20% of the lobbying amount, or $300, was spent on grassroots lobbying. * $30,000 to Kentucky Youth Advocates to advocate on behalf of work supports benefits in Kentucky. Of that amount, no more than 30% or $9,000 was spent on lobbying, and no more than 20% of lobbying amount, or $1,800, was spent on grassroots lobbying. * $30,000 to Ohio Justice & Policy Center to advocate for removing employment barriers for people with criminal records in Ohio. Of that amount, no more than 30% or $9,000 was spent on lobbying, and no more than 25% of the lobbying amount, or $2,250, was spent on grassroots lobbying. * $20,000 to Policy Matters Ohio to provide research, education and advocacy on behalf of the Earned Income Tax Credit in Ohio. Of that amount, no more than 30% or $6,000 was spent on lobbying, and no more than 50% of the lobbying amount, or $3,000, was spent on grassroots lobbying. * $40,000 to Prichard Committee to advocate on behalf of early care and education in Kentucky. Of that amount, no more than 30% or $12,000 was spent on lobbying, and no more than 20% of the lobbying amount, or $2,400, was spent on grassroots lobbying. * $40,000 to Public Children Services Association of Ohio to support Advocates for Ohio's Future to advocate on behalf of health and human services funding in Ohio. Of that amount, no more than 11% or $4,400 was spent on lobbying, and no more than 95% of the lobbying amount, or $4,180, was spent on grassroots lobbying. The total spent by these organizations is no more than $85,900 on lobbying, and of that amount, no more than $25,130 was spent on grassroots lobbying. As the fiscal agent for the Ohio Partnership to Build Stronger Families we spent: * $25,000 to Channing & Associates to advocate for home visiting in Ohio. Of that amount, no more than $15,000 was spent on lobbying. * $25,000 to Council for a Strong America to advocate for home visiting in Ohio. Of that amount, no more than $1,500 was spent on lobbying. * $60,000 to Tom Scheid Consulting to advocate for home visiting in Ohio. Of that amount, no more than 10% or $6,000 was spent on lobbying, and no more than 10% of the lobbying amount, or $600, was spent on grassroots lobbying. * $25,600 to Voices for Ohio's Children to advocate for home visiting in Ohio. Of that amount, no more than 5%, or $1,280, was spent on lobbying. And no more than 12% of the lobbying amount, or $154, was spent on grassroots lobbying. The total spent on behalf of the Ohio Partnership to Build Stronger Families is no more than $23,780 on lobbying and of that amount, no more than $754 was spent on grassroots lobbying. 695683 179 32979 662883 638008 0 88569 30894 0 0 695683 612768 0 57530 32290 0 0 638008 684660 0 -41154 30738 0 0 612768 635552 0 71192 22084 0 0 684660 1.0 0.0 0.0 true true true 153742 153742 30103 19638 10465 1126003 621121 504882 170085 73460 96625 765714 AGENCY CUSTODIAL FUND PAYABLE 0 INTEREST RATE SWAP AGREEMENT 154055 154055 X 55608646 10483 1148051 905160 2063694 53544952 11556108 11556108 65101060 54459945 1148051 0 1148051 53311894 11556108 11556108 64868002 Schedule D, Part V, Line 4 Intended uses of endowment funds INTENDED USES OF UWGC'S ENDOWMENT FUNDS The endowment funds of UWGC are used to fund programs that support the greater Cincinnati human service community. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote FIN 48 UWGC IS EXEMPT FROM INCOME TAXES UNDER SECTION 501 OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF STATE LAW. HOWEVER, UWGC IS SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. UWGC FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Market value change in beneficial interest - -26660 Market value change in interest rate swap - 86193 Change in provision of uncollectible pledges - 845627 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Amounts designated by contributors - 11556108 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Amounts designated by contributors - 11556108 GOLF OUTING 78658 42750 35908 0 6130 9900 7305 0 4786 0 0 78658 42750 35908 0 6130 9900 7305 0 4786 28121 7787 true 4C for Children 1924 Dana Avenue Cincinnati OH 45207 310823634 501 (c) (3) 826012 Program Operating Cost 4C for Children 1924 Dana Avenue Cincinnati OH 45207 310823634 501 (c) (3) 2000 Donor Designated General Abilities First 4710 Timber Trail Drive Middletown OH 45044 310620685 501 (c) (3) 127926 Program Operating Cost Adams Brown Counties Economic Opportunities Inc 406 West Plum Street Georgetown OH 45121 310710683 501 (c) (3) 34300 Program Operating Cost Adams Brown Counties Economic Opportunities Inc 406 West Plum Street Georgetown OH 45121 310710683 501 (c) (3) 917 Donor Designated General Addiction Services Council 2828 Vernon Place Cincinnati OH 45219 310784671 501 (c) (3) 69000 Program Operating Cost Alcohol & Chemical Abuse Council of Southwestern Ohio 2935 Hamilton Mason Road Hamilton OH 45011 316059934 501 (c) (3) 44100 Program Operating Cost American Cancer Society 2808 Reading Road Cincinnati OH 45206 131788491 501 (c) (3) 632100 Program Operating Cost American Cancer Society 2808 Reading Road Cincinnati OH 45206 131788491 501 (c) (3) 22001 Donor Designated General American Heart Association Greater Cincinnati & Northern Kentucky Divisions 5211 Madison Road Cincinnati OH 45227 135616797 501 (c) (3) 283444 Program Operating Cost American Lung Association of Ohio Southwest Region 4050 Executive Park Drive Cincinnati OH 45241 314379531 501 (c) (3) 126288 Program Operating Cost American Red Cross Gtr Cincinnati-Dayton Region 2111 Dana Avenue Cincinnati OH 45207 530196605 501 (c) (3) 1723 Donor Designated General American Red Cross Gtr Cincinnati-Dayton Region 2111 Dana Avenue Cincinnati OH 45207 530196605 501 (c) (3) 4772900 Community Collaboration Arthritis Foundation Great Lakes Region Inc 7124 Miami Avenue Cincinnati OH 45243 274014550 501 (c) (3) 65660 Program Operating Cost BAWAC Inc 7970 Kentucky Drive Florence KY 41042 610844925 501 (c) (3) 70560 Program Operating Cost Beech Acres Parenting Center 6881 Beechmont Avenue Cincinnati OH 45230 310536663 501 (c) (3) 132286 Program Operating Cost Beech Acres Parenting Center 6881 Beechmont Avenue Cincinnati OH 45230 310536663 501 (c) (3) 52352 Donor Designated General Bethany House Services 1841 Fairmount Avenue Cincinnati OH 45214 311101401 501 (c) (3) 30000 Program Operating Cost Big Brothers Big Sisters of Butler County 5539 Eureka Drive Hamilton OH 45011 310846147 501 (c) (3) 60760 Program Operating Cost Big Brothers Big Sisters of Greater Cincinnati 2400 Reading Road Cincinnati OH 45202 310577668 501 (c) (3) 440000 Program Operating Cost Big Brothers Big Sisters of Greater Cincinnati 2400 Reading Road Cincinnati OH 45202 310577668 501 (c) (3) 2000 Donor Designated General Boy Scouts of America Dan Beard Council 10078 Reading Road Cincinnati OH 45241 310536651 501 (c) (3) 670320 Program Operating Cost Boy Scouts of America Dan Beard Council 10078 Reading Road Cincinnati OH 45241 310536651 501 (c) (3) 5000 Donor Designated General Boys & Girls Clubs of Clermont County 213 Union Street New Richmond OH 45157 311463574 501 (c) (3) 44100 Program Operating Cost Boys & Girls Clubs of Greater Cincinnati 600 Dalton Avenue Cincinnati OH 45203 310536965 501 (c) (3) 907980 Program Operating Cost Boys & Girls Clubs of Greater Cincinnati 600 Dalton Avenue Cincinnati OH 45203 310536965 501 (c) (3) 2000 Donor Designated General Brighton Center Inc 741 Central Avenue Newport KY 41071 610673886 501 (c) (3) 1413519 Program Operating Cost Brighton Center Inc 741 Central Avenue Newport KY 41071 610673886 501 (c) (3) 3917 Donor Designated General Brown County Educational Service Center 9231 Hamer Road Georgetown OH 45121 311081006 School District 10780 Program Operating Cost Brown County Helping Hands 668 Camp Run Road Georgetown OH 45121 316084499 501 (c) (3) 29400 Program Operating Cost Brown County Senior Citizens Council 505 North Main Street Georgetown OH 45121 510166580 501 (c) (3) 83300 Program Operating Cost Building Blocks for Kids 7577 Central Parke Blvd Mason OH 45040 680535595 501 (c) (3) 7421 Program Operating Cost Butler County Educational Service Center 400 North Erie Blvd Hamilton OH 45011 310852952 School District 63700 Program Operating Cost Butler County United Way 323 N Third Street Hamilton OH 45011 310734490 501 (c) (3) 108811 Donor Designated General Camp Joy Foundation 10117 Old 3C Highway Clarksville OH 45113 310672822 501 (c) (3) 10000 Program Operating Cost Camp Joy Foundation 10117 Old 3C Highway Clarksville OH 45113 310672822 501 (c) (3) 2000 Donor Designated General Cancer Family Care Inc 2421 Auburn Avenue Cincinnati OH 45219 310805286 501 (c) (3) 258656 Program Operating Cost Caracole Inc 4138 Hamilton Avenue Cincinnati OH 45223 311210524 501 (c) (3) 90000 Program Operating Cost Catholic Charities Diocese of Covington 3629 Church Street Covington KY 41015 610461728 501 (c) (3) 390000 Program Operating Cost Catholic Charities SouthWestern Ohio 7162 Reading Road Cincinnati OH 45237 310536968 501 (c) (3) 837539 Program Operating Cost Center for Chemical Addictions Treatment 830 Ezzard Charles Drive Cincinnati OH 45214 310792742 501 (c) (3) 105000 Program Operating Cost Center for Great Neighborhoods of Covington 1650 Russell Street Covington KY 41011 610733046 501 (c) (3) 172480 Program Operating Cost Central Clinic 311 Albert Sabin Way Cincinnati OH 45229 311411744 501 (c) (3) 813200 Program Operating Cost Child Focus Inc 555 Cincinnati-Batavia Pike Cincinnati OH 45244 310952668 501 (c) (3) 305000 Program Operating Cost Children Inc 333 Madison Avenue Covington KY 41011 310910787 501 (c) (3) 1117000 Program Operating Cost Children Inc 333 Madison Avenue Covington KY 41011 310910787 501 (c) (3) 10000 Community Collaboration Children's Law Center 1002 Russell Street Covington KY 41011 611167352 501 (c) (3) 21070 Program Operating Cost Cincinnati Area Senior Services Inc 2368 Victory Parkway Cincinnati OH 45206 310825754 501 (c) (3) 350926 Program Operating Cost Cincinnati Arts & Technology Center 700 W Pete Rose Way Cincinnati OH 45203 200105431 501 (c) (3) 59400 Program Operating Cost Cincinnati Arts & Technology Center 700 W Pete Rose Way Cincinnati OH 45203 200105431 501 (c) (3) 67500 Donor Designated General Cincinnati Association for the Blind and Visually Impaired 2045 Gilbert Avenue Cincinnati OH 45202 310538511 501 (c) (3) 261011 Program Operating Cost Cincinnati Children's Hospital Medical Center 3333 Burnet Avenue Cincinnati OH 45229 310833936 501 (c) (3) 188781 Program Operating Cost Cincinnati Children's Hospital Medical Center 3333 Burnet Avenue Cincinnati OH 45229 310833936 501 (c) (3) 10000 Donor Designated General Cincinnati Early Learning Centers Inc 1301 East McMillan Street Cincinnati OH 45206 311110503 501 (c) (3) 458800 Program Operating Cost Cincinnati Public Schools 2651 Burnet Avenue Cincinnati OH 45219 316000758 School District 503578 Program Operating Cost Cincinnati Union Bethel 2401 Reading Road Cincinnati OH 45202 310536655 501 (c) (3) 147000 Program Operating Cost Cincinnati Works 708 Walnut Street Cincinnati OH 45202 311656186 501 (c) (3) 225000 Program Operating Cost Cincinnati Works 708 Walnut Street Cincinnati OH 45202 311656186 501 (c) (3) 27000 Donor Designated General Cincinnati Youth Collaborative 301 Oak Street Cincinnati OH 45219 311204406 501 (c) (3) 82200 Program Operating Cost Cincinnati Youth Collaborative 301 Oak Street Cincinnati OH 45219 311204406 501 (c) (3) 152000 Donor Designated General Cincinnati-Hamilton County Community Action Agency 1740 Langdon Farm Road Cincinnati OH 45237 316053035 501 (c) (3) 66306 Program Operating Cost CincySmiles Foundation 635 West Seventh Street Cincinnati OH 45203 310537044 501 (c) (3) 134286 Program Operating Cost Clearinghouse 215 Fourth Street Aurora IN 47001 311158133 501 (c) (3) 9800 Program Operating Cost Clermont County Community Services Inc 3003 Hospital Drive Batavia OH 45103 311111703 501 (c) (3) 2417 Donor Designated General Clermont County Community Services Inc 3003 Hospital Drive Batavia OH 45103 311111703 501 (c) (3) 175620 Program Operating Cost Clermont Senior Services Inc 2085 James E Sauls Sr Drive Batavia OH 45103 310832354 501 (c) (3) 172926 Program Operating Cost Community Building Institiute Middletown 800 Lafayette Ave Middletown OH 45044 465205808 501 (c) (3) 50000 Community Collaboration Community Initiatives 1501 Euclid Ave Cleveland OH 44115 943255070 501 (c) (3) 60000 Community Collaboration Corporation for Ohio Appalachian Development 1 Pinchot Lane Athens OH 45701 310811788 501 (c) (3) 29400 Program Operating Cost Council for A Strong America 1212 New York Ave NW Washington DC 20005 133840271 501 (c) (3) 40000 Community Collaboration Council on Child Abuse 4440 Lake Forest Drive Cincinnati OH 45242 310942232 501 (c) (3) 40180 Program Operating Cost Covington Partners 257 Pike Street Covington KY 41011 201515753 501 (c) (3) 110000 Program Operating Cost Covington Public Schools 25 E 7th Street Covington KY 41011 616001265 School District 13000 Program Operating Cost Crossroad Health Center 5 East Liberty Street Cincinnati OH 45202 311321054 501 (c) (3) 150000 Program Operating Cost Dayton Independent Schools 200 Clay Street Dayton KY 41074 616001401 School District 13000 Program Operating Cost DCCH Center for Children and Families 75 Orphanage Road Fort Mitchell KY 41017 610463943 501 (c) (3) 105337 Program Operating Cost Dearborn County Hospital Home Health and Hospice 370 Bielby Road Lawrenceburg IN 47025 356006595 501 (c) (3) 7195 Program Operating Cost Dearborn County Retired Senior Volunteer Program 98 E High Street Lawrenceburg IN 47025 351185161 501 (c) (3) 5880 Program Operating Cost Design Impact 205 West 4th Street Cincinnati OH 45202 264662578 501 (c) (3) 125000 Community Collaboration Easter Seals TriState 2901 Gilbert Avenue Cincinnati OH 45206 310873433 501 (c) (3) 166000 Program Operating Cost Erlanger-Elsmere Independent Schools 500 Graves Avenue Erlanger KY 41018 616001276 School District 13000 Program Operating Cost Every Child Succeeds 3333 Burnet Avenue Cincinnati OH 45229 311628467 501 (c) (3) 2903689 Program Operating Cost Every Child Succeeds 3333 Burnet Avenue Cincinnati OH 45229 311628467 501 (c) (3) 32000 Donor Designated General FamiliesFORWARD 2400 Reading Road Cincinnati OH 45202 310536684 501 (c) (3) 536606 Program Operating Cost FamiliesFORWARD 2400 Reading Road Cincinnati OH 45202 310536684 501 (c) (3) 6000 Donor Designated General Family Connections 202 North Gaslight Drive Versailles IN 47042 351595737 501 (c) (3) 10000 Program Operating Cost Family Nurturing Center 8275 Ewing Blvd Florence KY 41042 311011326 501 (c) (3) 142000 Program Operating Cost Family Service of Middletown 1311 Columbia Avenue Middletown OH 45042 311023843 501 (c) (3) 120395 Program Operating Cost Family Service of Middletown 1311 Columbia Avenue Middletown OH 45042 311023843 501 (c) (3) 917 Donor Designated General Felicity Initiative for Neighborhood Excellence PO Box 513 Felicity OH 45120 311348866 501 (c) (3) 50000 Community Collaboration Flywheel Social Enterprise Hub 1650 Russell Street Covington KY 41011 460889572 501 (c) (3) 20000 Program Operating Cost Freestore Foodbank 1141 Central Parkway Cincinnati OH 45202 237122205 501 (c) (3) 405660 Program Operating Cost Freestore Foodbank 1141 Central Parkway Cincinnati OH 45202 237122205 501 (c) (3) 66266 Donor Designated General Girl Scouts of Kentucky's Wilderness Road Council 607 Watson Road Erlanger KY 41018 610608104 501 (c) (3) 39200 Program Operating Cost Girl Scouts of Western Ohio 4930 Cornell Road Cincinnati OH 45242 310679091 501 (c) (3) 530000 Program Operating Cost GRAD Cincinnati Inc 301 Oak Street Cincinnati OH 45219 311816376 501 (c) (3) 40000 Program Operating Cost Great Miami Valley YMCA 105 North Second Street Hamilton OH 45011 310536719 501 (c) (3) 37044 Program Operating Cost Great Oaks Institute Health Professions Academy 1916 Central Parkway Cincinnati OH 45214 310793117 School District 90000 Program Operating Cost Greater Cincinnati Behavioral Health Services 1501 Madison Road Cincinnati OH 45206 310802647 501 (c) (3) 85000 Program Operating Cost The Greater Cincinnati Foundation 200 West Fourth Street Cincinnati OH 45201 310669700 501 (c) (3) 175000 Community Collaboration The Greater Cincinnati Foundation 200 West Fourth Street Cincinnati OH 45201 310669700 501 (c) (3) 36840 Donor Designated General Greater Cincinnati Microenterprise Initiative 1740 Langdon Farm Road Cincinnati OH 45237 311595820 501 (c) (3) 53900 Program Operating Cost Health Care Access Now 7162 Reading Road Cincinnati OH 45237 264042151 501 (c) (3) 75000 Program Operating Cost Health Policy Institute of Ohio 37 W Broad Street Columbus OH 43215 300186863 501 (c) (3) 30000 Community Collaboration HealthPoint Family Care 1401 Madison Avenue Covington KY 41011 610729915 501 (c) (3) 68600 Program Operating Cost Hearing Speech & Deaf Center of Greater Cincinnati 2825 Burnet Avenue Cincinnati OH 45219 310536654 501 (c) (3) 259312 Program Operating Cost Heart House Inc 6815 US 50 Aurora IN 47001 352036398 501 (c) (3) 13720 Program Operating Cost Holly Hill Children's Services 9599 Summer Hill Road California KY 41007 610461729 501 (c) (3) 55860 Program Operating Cost Hoosier Trails Council Boy Scouts of America 5625 East State Road 46 Bloomington IN 47401 351290776 501 (c) (3) 11760 Program Operating Cost Hope House Rescue Mission 34 South Main Street Middletown OH 45044 311254976 501 (c) (3) 38220 Program Operating Cost Housing Opportunities Made Equal 2400 Reading Road Cincinnati OH 45202 316062015 501 (c) (3) 83300 Program Operating Cost Hyde Park Center for Older Adults 2800 Erie Avenue Cincinnati OH 45208 310857401 501 (c) (3) 60760 Program Operating Cost Hyde Park Center for Older Adults 2800 Erie Avenue Cincinnati OH 45208 310857401 501 (c) (3) 2000 Donor Designated General Interfaith Hospitality Network of Greater Cincinnati Inc 990 Nassau Street Cincinnati OH 45206 311335474 501 (c) (3) 58000 Program Operating Cost Jewish Family Service of the Cincinnati Area 8487 Ridge Road Cincinnati OH 45236 310744786 501 (c) (3) 396000 Program Operating Cost Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 310537174 501 (c) (3) 100000 Community Collaboration Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 310537174 501 (c) (3) 50000 Donor Designated General Kennedy Heights Montessori Center 6120 Ridge Avenue Cincinnati OH 45213 310724420 501 (c) (3) 22540 Program Operating Cost Kenton County School District 1055 Eaton Drive Ft Wright KY 41017 616001301 School District 13000 Program Operating Cost Kentucky Youth Advocates 11001 Bluegrass Pkwy Jeffersontown KY 40299 610929390 501 (c) (3) 12500 Community Collaboration KnowledgeWorks Foundation One West 4th Street Cincinnati OH 45202 311321973 501 (c) (3) 280000 Program Operating Cost Learning Through Art 1420 Sycamore Street Cincinnati OH 45202 311367751 501 (c) (3) 30000 Program Operating Cost Legal Aid of the Bluegrass 104 East Seventh Street Covington KY 41011 610668572 501 (c) (3) 244020 Program Operating Cost Legal Aid Society of Greater Cincinnati 215 East Ninth Street Cincinnati OH 45202 310536673 501 (c) (3) 468440 Program Operating Cost Life Learning Center 20 W 18th Street Covington KY 41011 203454261 501 (c) (3) 89926 Program Operating Cost Life Learning Center 20 W 18th Street Covington KY 41011 203454261 501 (c) (3) 152500 Donor Designated General LifePoint Solutions 3730 Glenway Avenue Cincinnati OH 45205 310536973 501 (c) (3) 1206360 Program Operating Cost LifeSpan Inc 1900 Fairgrove Avenue Hamilton OH 45011 310536660 501 (c) (3) 17640 Program Operating Cost LifeTime Resources Inc 13091 Benedict Drive Dillsboro IN 47018 352076514 501 (c) (3) 25235 Program Operating Cost Lighthouse Youth Services 401 East McMillan Street Cincinnati OH 45206 237046229 501 (c) (3) 270000 Program Operating Cost Lighthouse Youth Services 401 East McMillan Street Cincinnati OH 45206 237046229 501 (c) (3) 2000 Donor Designated General Local Initiatives Support Corporation of Greater Cincinnati & Northern Kent ucky 2400 Reading Road Cincinnati OH 45202 138030229 501 (c) (3) 250000 Donor Designated General Local Initiatives Support Corporation of Greater Cincinnati & Northern Kent ucky 2400 Reading Road Cincinnati OH 45202 138030229 501 (c) (3) 1200000 Community Collaboration Madisonville Education and Assistance Center 4600 Erie Avenue Cincinnati OH 45227 311218223 501 (c) (3) 45125 Program Operating Cost Mayerson JCC 8485 Ridge Road Cincinnati OH 45236 310536986 501 (c) (3) 117000 Program Operating Cost Mental Health America of Northern Kentucky and Southwest Ohio 912 Scott Street Covington KY 41012 610712473 501 (c) (3) 113700 Program Operating Cost Mercy Health - St John 1800 Logan Street Cincinnati OH 45202 311222942 501 (c) (3) 87500 Program Operating Cost Mercy Health - St John 1800 Logan Street Cincinnati OH 45202 311222942 501 (c) (3) 3417 Donor Designated General Mercy Neighborhood Ministries 1602 Madison Road Cincinnati OH 45206 311430847 501 (c) (3) 66626 Program Operating Cost Middletown Area Senior Citizens Inc 3907 Central Avenue Middletown OH 45044 311026085 501 (c) (3) 121520 Program Operating Cost National Kidney Foundation Greater Cincinnati Region 615 Elsinore Place Cincinnati OH 45202 131673104 501 (c) (3) 50936 Program Operating Cost New Horizons Rehabilitation Inc 237 Six Pine Ranch Road Batesville IN 47006 351169221 501 (c) (3) 9800 Program Operating Cost New Perceptions Inc One Sperti Drive Edgewood KY 41017 610705047 501 (c) (3) 248589 Program Operating Cost Newport Independent Schools 301 E 8th Street Newport KY 41071 616001336 School District 13000 Program Operating Cost Northern Kentucky Education Council 7310 Turfway Road Florence KY 41042 213105862 501 (c) (3) 39200 Program Operating Cost NorthKey Community Care 503 Farrell Drive Covington KY 41011 610661458 501 (c) (3) 180061 Program Operating Cost Nutrition Council 5050 Madison Road Cincinnati OH 45227 237429745 501 (c) (3) 107900 Program Operating Cost Ohio Justice & Policy Center 215 E Ninth Street Cincinnati OH 45202 311319172 501 (c) (3) 25000 Community Collaboration Ohio Valley Goodwill Industries Rehabilitation Center Inc 10600 Springfield Pike Cincinnati OH 45215 310554062 501 (c) (3) 72700 Program Operating Cost People Working Cooperatively Inc 4612 Paddock Road Cincinnati OH 45229 310859104 501 (c) (3) 127400 Program Operating Cost People Working Cooperatively Inc 4612 Paddock Road Cincinnati OH 45229 310859104 501 (c) (3) 2000 Donor Designated General Policy Matters Ohio 3631 Perkins Avenue Cleveland OH 44114 341921881 501 (c) (3) 20000 Community Collaboration Power Inspires Progress 727 Ezzard Charles Drive Cincinnati OH 45203 311367071 501 (c) (3) 44100 Program Operating Cost Prichard Committee for Academic Excellence 271 W Short Street Lexington KY 40592 611026214 501 (c) (3) 30000 Community Collaboration Primary Health Solutions 210 South Second Street Hamilton OH 45011 311694200 501 (c) (3) 22540 Program Operating Cost Pro Seniors Inc 7162 Reading Road Cincinnati OH 45237 310887471 501 (c) (3) 125000 Program Operating Cost ProKids 2605 Burnet Avenue Cincinnati OH 45219 311020021 501 (c) (3) 105000 Program Operating Cost ProKids 2605 Burnet Avenue Cincinnati OH 45219 311020021 501 (c) (3) 1793 Donor Designated General Public Allies Inc 735 North Water Street Milwaukee WI 53202 521759564 501 (c) (3) 11959 Program Operating Cost Redwood School and Rehabilitation Center 71 Orphanage Road Ft Mitchell KY 41017 616013702 501 (c) (3) 570000 Program Operating Cost Redwood School and Rehabilitation Center 71 Orphanage Road Ft Mitchell KY 41017 616013702 501 (c) (3) 2239 Donor Designated General Santa Maria Community Services 617 Steiner Avenue Cincinnati OH 45204 310537141 501 (c) (3) 943087 Program Operating Cost Santa Maria Community Services 617 Steiner Avenue Cincinnati OH 45204 310537141 501 (c) (3) 2000 Donor Designated General Senior Services of Northern Kentucky 1032 Madison Avenue Covington KY 41011 610725458 501 (c) (3) 202062 Program Operating Cost Senior Services of Northern Kentucky 1032 Madison Avenue Covington KY 41011 610725458 501 (c) (3) 10000 Donor Designated General Shared Harvest Foodbank 5901 Dixie Highway Fairfield OH 45014 311096571 501 (c) (3) 43290 Program Operating Cost Society of St Vincent De Paul 1125 Bank Street Cincinnati OH 45214 310537510 501 (c) (3) 33417 Donor Designated General Sojourner Recovery Services 515 Dayton Street Hamilton OH 45011 311070029 501 (c) (3) 36900 Program Operating Cost Southeastern Indiana Economic Opportunity Corporation 110 Importing Street Aurora IN 47001 351118476 501 (c) (3) 7350 Program Operating Cost Southern Hills Career & Technical Center 9193 Hamer Road Georgetown OH 45121 310793753 501 (c) (3) 13892 Program Operating Cost St Aloysius Orphanage 4721 Reading Road Cincinnati OH 45237 310537048 501 (c) (3) 7890 Program Operating Cost St Joseph Orphanage 5400 Edalbert Drive Cincinnati OH 45239 310537147 501 (c) (3) 151701 Program Operating Cost St Joseph Orphanage 5400 Edalbert Drive Cincinnati OH 45239 310537147 501 (c) (3) 2000 Donor Designated General St Rita School for the Deaf 1720 Glendale Milford Road Cincinnati OH 45215 310537509 501 (c) (3) 155000 Program Operating Cost St Rita School for the Deaf 1720 Glendale Milford Road Cincinnati OH 45215 310537509 501 (c) (3) 2000 Donor Designated General Starfire Council of Greater Cincinnati Inc 5030 Oaklawn Drive Cincinnati OH 45227 311372833 501 (c) (3) 83300 Program Operating Cost Stepping Stones Inc 5650 Given Road Cincinnati OH 45243 310671799 501 (c) (3) 200970 Program Operating Cost Stepping Stones Inc 5650 Given Road Cincinnati OH 45243 310671799 501 (c) (3) 19000 Donor Designated General Strategies to End Homelessness 2368 Victory Parkway Cincinnati OH 45206 208286347 501 (c) (3) 318000 Program Operating Cost Supports to Encourage Low Income Families 1790 South Erie Blvd Hamilton OH 45012 311445223 501 (c) (3) 32340 Program Operating Cost Talbert House 2600 Victory Parkway Cincinnati OH 45206 310713350 501 (c) (3) 438201 Program Operating Cost Talbert House 2600 Victory Parkway Cincinnati OH 45206 310713350 501 (c) (3) 2000 Donor Designated General Teen Challenge Cincinnati 1466 US Highway 50 Milford OH 45150 237303165 501 (c) (3) 86270 Program Operating Cost Teen Challenge Cincinnati 1466 US Highway 50 Milford OH 45150 237303165 501 (c) (3) 7261 Donor Designated General Tender Mercies Inc 27 West 12th Street Cincinnati OH 45202 311137270 501 (c) (3) 108780 Program Operating Cost Tender Mercies Inc 27 West 12th Street Cincinnati OH 45202 311137270 501 (c) (3) 2000 Donor Designated General The Arc of Dearborn County 13146 N State Road 101 Sunman IN 47041 351097482 501 (c) (3) 6483 Program Operating Cost The Children's Home of Cincinnati 5050 Madison Road Cincinnati OH 45227 310536969 501 (c) (3) 935576 Program Operating Cost The Children's Home of Cincinnati 5050 Madison Road Cincinnati OH 45227 310536969 501 (c) (3) 2000 Donor Designated General The Health Collaborative 2100 Sherman Avenue Cincinnati OH 45212 311449807 501 (c) (3) 100000 Community Collaboration The Literacy Council of Clermont & Brown Counties 745 Center Street Milford OH 45150 311111791 501 (c) (3) 16660 Program Operating Cost The Salvation Army of Greater Cincinnati 114 East Central Parkway Cincinnati OH 45202 135562351 501 (c) (3) 469372 Program Operating Cost The Salvation Army of Middletown 1914 First Avenue Middletown OH 45042 135562351 501 (c) (3) 917 Donor Designated General The Salvation Army of Middletown 1914 First Avenue Middletown OH 45042 135562351 501 (c) (3) 101553 Program Operating Cost Tristate Veterans Community Alliance 3805 Edwards Road Cincinnati OH 45209 472444997 501 (c) (3) 25000 Donor Designated General United Ministries 525 Graves Avenue Erlanger KY 41018 611017027 501 (c) (3) 13720 Program Operating Cost United Way of Warren County 645 Oak Street Lebanon OH 45036 237132362 501 (c) (3) 6917 Donor Designated General University of Cincinnati Foundation PO Box 19970 Cincinnati OH 45219 310896555 501 (c) (3) 35000 Program Operating Cost Urban League of Greater Cincinnati 3458 Reading Road Cincinnati OH 45229 310565428 501 (c) (3) 526236 Program Operating Cost UWGC Services Inc 2400 Reading Road Cincinnati OH 45202 263471616 501 (c) (3) 973979 Program Operating Cost Vision 2015 50 E River Center Blvd Covington KY 41011 311489316 501 (c) (3) 25000 Program Operating Cost Visiting Nurse Association of Greater Cincinnati & Northern Kentucky 2400 Reading Road Cincinnati OH 45202 310536716 501 (c) (3) 2000 Donor Designated General Visiting Nurse Association of Greater Cincinnati & Northern Kentucky 2400 Reading Road Cincinnati OH 45202 310536716 501 (c) (3) 817926 Program Operating Cost Voices For Ohio's Children 3311 Perkins Ave Cleveland OH 44114 341941907 501 (c) (3) 20000 Community Collaboration Volunteers of America of Kentucky 570 South Fourth Street Louisville KY 40202 610480950 501 (c) (3) 95000 Program Operating Cost Welcome House of Northern Kentucky Inc 205 Pike Street Covington KY 41011 611020382 501 (c) (3) 19000 Donor Designated General Welcome House of Northern Kentucky Inc 205 Pike Street Covington KY 41011 611020382 501 (c) (3) 165000 Program Operating Cost Wesley Community Services 2091 Radcliff Drive Cincinnati OH 45204 311709022 501 (c) (3) 52553 Program Operating Cost Women Helping Women 215 East Ninth Street Cincinnati OH 45202 310864991 501 (c) (3) 105000 Program Operating Cost Women's Crisis Center 3580 Hargrave Drive Hebron KY 41048 610908752 501 (c) (3) 265000 Program Operating Cost Working in Neighborhoods 1814 Dreman Avenue Cincinnati OH 45223 310962007 501 (c) (3) 57820 Program Operating Cost Working in Neighborhoods 1814 Dreman Avenue Cincinnati OH 45223 310962007 501 (c) (3) 2000 Donor Designated General WSOS Community Action 219 S Front Street Fremont OH 43420 340975934 501 (c) (3) 10000 Community Collaboration XavierCommunity Building Institute 3800 Victory Pkwy Cincinnati OH 45207 310537516 501 (c) (3) 25000 Donor Designated General XavierCommunity Building Institute 3800 Victory Pkwy Cincinnati OH 45207 310537516 501 (c) (3) 200000 Community Collaboration YMCA of Greater Cincinnati 1105 Elm Street Cincinnati OH 45202 310537178 501 (c) (3) 808500 Program Operating Cost Youth Encouragement Services Inc 11636 County Farm Road Aurora IN 47001 310991515 501 (c) (3) 11760 Program Operating Cost YWCA of Greater Cincinnati 898 Walnut Street Cincinnati OH 45202 310537518 501 (c) (3) 843660 Program Operating Cost YWCA of Greater Cincinnati 898 Walnut Street Cincinnati OH 45202 310537518 501 (c) (3) 50000 Donor Designated General YWCA of Hamilton Ohio 244 Dayton Street Hamilton OH 45011 310537167 501 (c) (3) 27440 Program Operating Cost 220 0 Schedule I, Part I, Line 2 Description Of Procedure For Monitoring Use Of Grant Funds GRANT MONITORING PROCEDURES COMMUNITY IMPACT: United Way of Greater Cincinnati (UWGC) uses the Call for Investment system, which includes the Letter of Intent (LOI), Letter of Continuation (LOC) and the Program Proposal (PP), for determining program investment. The key principles for reviewing and selecting programs for investment and in monitoring program performance are: 1) impact - demonstrating the measurable change and improvement in lives and community 2) alignment - contributing to the goals of the Agenda for Community Impact 3) accountability - delivering efficient, effective and quality services. Starting in 2015, the CFI 4.0 includes in the review - how programs respond to the following overarching strategies: Integrated service delivery, place based services and multi-generational service delivery. The Call for Investment operates on three-year Investment Cycles, the first cycle covered the period January 2007 - December 2009. In 2009, decisions were made for the second funding cycle to cover the period January 2010 - December 2012. In 2012, decisions were made for the third funding cycle to cover the period January 2013 - December 2015. In January of 2015, UWGC began the CFI 4.0 for the funding cycle of 2016-2018. The LOI is the initial mechanism through which UWGC seeks to identify new programs, initiatives, activities, and partnerships that offer the most promise for helping to achieve the goals and outcomes of the Agenda for Community Impact. Following a review of the LOIs by volunteer and staff teams, organizations with programs deemed to have potential for maximum impact on achieving the goals of the Agenda for Community Impact are invited to submit a proposal. Letters of Continuation (LOC) is the tool used to evaluate currently funded programs for continued investment. Volunteer and staff review teams evaluate the proposals using a defined set of criteria. Final approval of programs accepted for investment is contingent upon a successful UWGC campaign. To fulfill our accountability to donors and as a condition of UWGC funding, organizations are required to adhere to UWGC policies, partnership marketing standards and submit reports within the identified timelines. Using the three criteria of impact, alignment and accountability, evaluation is made against the following: 1) outcomes measurement and reporting 2) monitoring expectations 3) partnership marketing 4) audit review. Organizations are responsible for implementing and managing a useful, feasible and accurate outcomes measurement system for measuring and reporting client results. Results are reported by all programs on an annual basis; in addition, some programs report mid-year progress on outcomes. Organizations are evaluated on their ability to report on progress in achieving outcomes and developing program improvements based on results. UWGC volunteers and staff conduct annual site visits to monitor program activities in operation, tour facilities, discuss program progress, and meet program and management staff and volunteer leadership. Organizations must submit a completed IRS Form 990 and a certified audit of financial statements each year, which is reviewed by staff and volunteers with accounting experience. Ongoing program funding (2nd and 3rd year of the three-year funding cycle) is contingent upon the organization's operation and delivery of the funded services in an acceptable manner and continued compliance with UWGC's policies and standards. Designations: Pledge processing consists of capturing pledge and designation data. Data is captured from the local and national web-based United Way electronic pledging system, scan and company-produced pledge/designation cards and spreadsheets. The data collected is used for recording contributions income, billing donors for their pledges, special donor recognition, determination of the amount of designated dollars to agency/community partners and other local United Ways (LUW) and their agency partners and payout of those designated dollars. Pledge processing is also responsible for setting up or updating agency infrastructures for designation capture in the pledges receivable system and Truist/e-way environments. General Monitoring (USA PATRIOT and Counterterrorism Laws): In compliance with the spirit and intent of the USA PATRIOT Act and other counterterrorism laws, UWGC has procedures in place to verify that organizations receiving UWGC funds are in compliance with applicable anti-terrorism financing and asset control laws, statutes and executive orders. Amount of Cash Grant Column (d): The remaining distributions not listed in Part II, include designations and other allocations from 2014 that will be paid in 2015 based on amounts collected and grant amounts less than or equal to $5,000. Purpose of Grant Part II, column (h) Purpose of grant or assistance definitions per United Way Worldwide: * Program Operating Cost - A restricted grant made to an agency in support of the costs associated with a specific program that it operates. * Community Collaboration - A restricted grant made to a fund the costs associated with bringing organizations within the community together for the purpose of creating collaborative efforts that will address specific community issues. * Donor Designated for General Support - An unrestricted grant made to an agency at the direction of the donor(s) in support of its general operating costs, community collaboration, and donor designated general support. Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. GRANT MONITORING PROCEDURES COMMUNITY IMPACT: United Way of Greater Cincinnati (UWGC) uses the Call for Investment system, which includes the Letter of Intent (LOI), Letter of Continuation (LOC) and the Program Proposal (PP), for determining program investment. The key principles for reviewing and selecting programs for investment and in monitoring program performance are: 1) impact - demonstrating the measurable change and improvement in lives and community 2) alignment - contributing to the goals of the Agenda for Community Impact 3) accountability - delivering efficient, effective and quality services. Starting in 2015, the CFI 4.0 includes in the review - how programs respond to the following overarching strategies: Integrated service delivery, place based services and multi-generational service delivery. The Call for Investment operates on three-year Investment Cycles, the first cycle covered the period January 2007 - December 2009. In 2009, decisions were made for the second funding cycle to cover the period January 2010 - December 2012. In 2012, decisions were made for the third funding cycle to cover the period January 2013 - December 2015. In January of 2015, UWGC began the CFI 4.0 for the funding cycle of 2016-2018. The LOI is the initial mechanism through which UWGC seeks to identify new programs, initiatives, activities, and partnerships that offer the most promise for helping to achieve the goals and outcomes of the Agenda for Community Impact. Following a review of the LOIs by volunteer and staff teams, organizations with programs deemed to have potential for maximum impact on achieving the goals of the Agenda for Community Impact are invited to submit a proposal. Letters of Continuation (LOC) is the tool used to evaluate currently funded programs for continued investment. Volunteer and staff review teams evaluate the proposals using a defined set of criteria. Final approval of programs accepted for investment is contingent upon a successful UWGC campaign. To fulfill our accountability to donors and as a condition of UWGC funding, organizations are required to adhere to UWGC policies, partnership marketing standards and submit reports within the identified timelines. Using the three criteria of impact, alignment and accountability, evaluation is made against the following: 1) outcomes measurement and reporting 2) monitoring expectations 3) partnership marketing 4) audit review. Organizations are responsible for implementing and managing a useful, feasible and accurate outcomes measurement system for measuring and reporting client results. Results are reported by all programs on an annual basis; in addition, some programs report mid-year progress on outcomes. Organizations are evaluated on their ability to report on progress in achieving outcomes and developing program improvements based on results. UWGC volunteers and staff conduct annual site visits to monitor program activities in operation, tour facilities, discuss program progress, and meet program and management staff and volunteer leadership. Organizations must submit a completed IRS Form 990 and a certified audit of financial statements each year, which is reviewed by staff and volunteers with accounting experience. Ongoing program funding (2nd and 3rd year of the three-year funding cycle) is contingent upon the organization's operation and delivery of the funded services in an acceptable manner and continued compliance with UWGC's policies and standards. Designations: Pledge processing consists of capturing pledge and designation data. Data is captured from the local and national web-based United Way electronic pledging system, scan and company-produced pledge/designation cards and spreadsheets. The data collected is used for recording contributions income, billing donors for their pledges, special donor recognition, determination of the amount of designated dollars to agency/community partners and other local United Ways (LUW) and their agency partners and payout of those designated dollars. Pledge processing is also responsible for setting up or updating agency infrastructures for designation capture in the pledges receivable system and Truist/e-way environments. General Monitoring (USA PATRIOT and Counterterrorism Laws): In compliance with the spirit and intent of the USA PATRIOT Act and other counterterrorism laws, UWGC has procedures in place to verify that organizations receiving UWGC funds are in compliance with applicable anti-terrorism financing and asset control laws, statutes and executive orders. Amount of Cash Grant Column (d): The remaining distributions not listed in Part II, include designations and other allocations from 2014 that will be paid in 2015 based on amounts collected and grant amounts less than or equal to $5,000. Purpose of Grant Part II, column (h) Purpose of grant or assistance definitions per United Way Worldwide: * Program Operating Cost - A restricted grant made to an agency in support of the costs associated with a specific program that it operates. * Community Collaboration - A restricted grant made to a fund the costs associated with bringing organizations within the community together for the purpose of creating collaborative efforts that will address specific community issues. * Donor Designated for General Support - An unrestricted grant made to an agency at the direction of the donor(s) in support of its general operating costs, community collaboration, and donor designated general support. X X X false false false false false false false false false Mr Robert C Reifsnyder President / CEO 336609 0 17500 0 33555 0 20670 0 24999 0 433333 0 0 0 Ms Yvonne G Washington Executive Vice President / COO 240310 0 0 0 4364 0 19766 0 18147 0 282587 0 0 0 Ms Carol Aquino Vice President Marketing 153062 0 0 0 2719 0 12392 0 8612 0 176785 0 0 0 Mr Christopher Martin Vice President Development 152760 0 0 0 618 0 9843 0 21106 0 184327 0 0 0 Ms Margaret Hulbert VP Strategic Res & Pub Policy 124479 0 0 0 2218 0 10876 0 23289 0 160862 0 0 0 Ms Jill Johnson Vice President Finance & Operations 139162 0 0 0 803 0 11200 0 8144 0 159309 0 0 0 Schedule J, Part I, Line 3 REVIEW OF COMPENSATION United Way of Greater Cincinnati (UWGC) uses the following process for determining the compensation of officers and the highest compensated employees: Merit Pool, Salary Ranges, Compensation Policy - The Human Resources (HR) Committee utilized data gathered in the fall of 2013 from reliable compensation sources to prepare a recommendation for a merit pool based on projected base pay movement in the competitive market; to confirm current executive salary ranges for the President/CEO (President), Executive Vice President/COO (EVP/COO) and the Vice Presidents; and to review the appropriateness of current non-executive salary ranges relative to market trending. The committee used data from: * Employers Resource Association's (ERA) Wage and Salary Adjustment Survey; * projected base pay increases from United Ways similar in size and operating structure to UWGC; * a United Way Worldwide (UWW) compensation survey of the top six executives from seventeen comparable United Ways; and * national studies from World at Work, Towers Watson, Mercer, The Conference Board, Hay Group and Aon Hewitt. The HR Committee also reviewed UWGC's Compensation Policy recommending no changes. The merit pool and Compensation Policy were presented and approved by the Accountability & Services (A&S) Cabinet as a first-level review, and then by the Executive Compensation Committee (ECC) of the Board of Directors. Executive Compensation Recommendations - The President presented to the ECC recommendations and performance ratings for the EVP/COO and each of the Vice Presidents. These were approved by the ECC. This occurs annually, typically in February. Each year, the President works with the Board chair and the Executive Committee of the Board to establish annual performance goals and objectives. Once established, the President's performance is monitored by the Executive Committee. At the conclusion of the rating period, the Executive Committee is surveyed, and an overall performance rating is prepared for the President. This information is presented to the Executive Committee, who conducts an executive session during a regular meeting where they discuss and evaluate the annual performance of the President. The determination of the President's annual compensation (and bonus, if applicable) is managed by the ECC. Specifically, comparative data was obtained for the President's compensation. The ECC utilized data gathered in the first quarter of 2014 from reliable compensation sources as a benchmark in determining the President's salary relative to the competitive market. The committee used data from: * Employers Resource Association's (ERA) Executive Compensation Report, * UWW Human Capital Study on executive compensation, and * A UWW compensation survey of the top six executives from seventeen comparable United Ways. By assessing established performance measures and results achieved, and using competitive executive compensation data, the ECC prepares a recommendation for the President's total compensation package, which is then submitted to the Executive Committee for final approval. Meeting notes are taken by the chair of the HR Committee to document all discussion and recommendations made. These meeting notes are prepared and signed by the chair of the Board of Directors who also serves as the chair of the ECC. The recommendations of the ECC are presented and discussed at the next regularly scheduled meeting of the ECC in an executive session from which staff is excused. The Executive Committee meeting occurs annually, typically in March. MR THEODORE H TORBECK BOARD MEMBER 124864 TELEPHONE SERVICE false DR KAREN BANKSTON BOARD MEMBER 150000 COMM RESEARCH COLLABORATION false DR SANTA J ONO BOARD MEMBER 150000 COMM RESEARCH COLLABORATION false Schedule L, Part IV BUSINESS TRANSACTIONS WITH INTERESTED PERSONS MR THEODORE H TORBECK IS THE PRESIDENT AND GENERAL MANAGER OF CINCINNATI BELL, INC. DR KAREN BANKSTON IS THE ASSOCIATE DEAN OF UNIVERSITY OF CINCINNATI. DR SANTA J ONO IS THE PRESIDENT OF UNIVERSITY OF CINCINNATI. X 369 2215264 Market value false true false Schedule M, Part I, Line 9 The number of contributions in Part I, Column (B) includes the number of noncash contributions made to UWGC. Schedule M, Part I Explanations of reporting method for number on contributions Securities - Publicly traded: Number of Contributions Schedule M, Part I, Line 9 Number of contributions or items contributed Number of Contributions Form 990, Part I, Line 6 Total Number of Volunteers UWGC VOLUNTEERS FOR 2014 WERE TRACKED ON THE UWGC VOLUNTEER CONNECTION DATABASE AND INCLUDE BOARD MEMBERS, LOANED EXECUTIVES, INTERNAL CAMPAIGN COORDINATORS, OTHER CAMPAIGN VOLUNTEERS, COMMUNITY IMPACT VOLUNTEERS, PUBLIC POLICY VOLUNTEERS, DIRECT SERVICE VOLUNTEERS, DAYS OF SERVICE VOLUNTEERS, AND PLANNED GIVING VOLUNTEERS. CoreFormPartIII_PartIIILine4d Description of other program services (Expenses $ 2,138,220 including grants of $ 898,979)(Revenue $ 1,347,529) CENTRAL SERVICES CENTRAL SERVICES INCLUDE SELF-SUPPORTING PROGRAMS WHICH SERVE UWGC'S OPERATING DIVISIONS AND OTHER NONPROFIT ORGANIZATIONS. THESE FEE-PRODUCING PROGRAMS INCLUDE GROUP EMPLOYEE BENEFITS ADMINISTRATION, BUILDING AND GROUNDS MANAGEMENT, PRINTING, OFFICE SUPPLIES, MAIL, ACCOUNTING, AND MANAGEMENT INFORMATION SERVICES. Form 990, Part IV, Line 28c CHECKLIST OF REQUIRED SCHEDULES UWGC BOARD MEMBERS ARE REPRESENTATIVE OF THE COMMUNITY THAT UWGC SERVES. THEREFORE, SEVERAL BOARD MEMBERS HAVE RELATIONSHIPS WITH OTHER ORGANIZATIONS WITH WHICH UWGC DOES BUSINESS. HOWEVER, THESE RELATIONSHIPS ARE APPROPRIATE AS THESE TYPES OF TRANSACTIONS ARE DONE IN THE NORMAL COURSE OF BUSINESS. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons David Phillips and Scott Phillips - Family relationship Form 990, Part VI, Line 11b Review of form 990 by governing body GOVERNING BODY AND MANAGEMENT THE 2014 FORM 990 WAS PREPARED BY THE FINANCE STAFF AND THEN REVIEWED BY THE VICE PRESIDENT, FINANCE & OPERATIONS (VP, F&O), THE EXECUTIVE VICE PRESIDENT/CHIEF OPERATING OFFICER (EVP/COO), THE ACCOUNTABILITY AND SERVICE CABINET, AND BKD, LLP, UWGC'S AUDIT FIRM. A HIDDEN LINK TO UWGC'S WEBSITE PROVIDED ACCESS TO AN ELECTRONIC DRAFT OF THE FORM 990 TO THE BOARD FOR THEIR REVIEW PRIOR TO THE FORM 990 FILING. QUESTIONS OR COMMENTS FROM BOARD MEMBERS REGARDING THE FORM 990 WERE DIRECTED TO THE VP, F&O, OR TO THE EVP/COO. Form 990, Part VI, Line 12c Conflict of interest policy POLICIES UWGC STAFF AND VOLUNTEERS ARE REQUIRED TO ACKNOWLEDGE THAT THEY HAVE RECEIVED AND READ THE UWGC CODE OF ETHICS (CODE) AND ITS REQUIREMENTS AND THAT THEY ARE RESPONSIBLE FOR ADHERING TO THE PRINCIPLES AND STANDARDS OF THE CODE. THEY CONFIRM THAT THEY HAVE CONDUCTED THEMSELVES IN ACCORD WITH THE PRINCIPLES AND STANDARDS OF THE CODE. THE CERTIFICATION PROCESS IS MANDATORY FOR ALL UWGC STAFF, REPRESENTATIVES AND MEMBERS OF THE BOARD OF DIRECTORS. MEMBERS OF THE BOARD AND UWGC STAFF ARE REQUESTED TO ANNUALLY FILE WITH THE ETHICS OFFICER (EVP/COO) A DISCLOSURE OF ALL KNOWN POTENTIAL CONFLICTS OF INTEREST. THE ETHICS OFFICER REVIEWS THESE DISCLOSURES, NOTES ANY POTENTIAL CONFLICTS, REQUESTS ADDITIONAL INFORMATION AND/OR DISCUSSES THE POTENTIAL CONFLICT WITH THE INDIVIDUAL, IF NECESSARY. IF A CONFLICT (OR A POTENTIAL CONFLICT) ARISES IN ANY MATTER BEFORE THE BOARD, IF THEY ARE BOARD MEMBERS, OR ANY COMMITTEE UPON WHICH THEY SERVE, STAFF/VOLUNTEERS SHOULD DISCLOSE THIS AND REFRAIN FROM VOTING IN CONNECTION WITH SUCH MATTER. SUCH KNOWN CONFLICTS WOULD INCLUDE BOARD MEMBERSHIP/OFFICER POSITION ON UWGC FUNDED AGENCIES OR OTHER FUNDED PROGRAMS / COLLABORATIONS. Form 990, Part VI, Line 15a Process to establish compensation of top management official POLICIES United Way of Greater Cincinnati (UWGC) uses the following process for determining the compensation of officers and the highest compensated employees: Merit Pool, Salary Ranges, Compensation Policy - The Human Resources (HR) Committee utilized data gathered in the fall of 2013 from reliable compensation sources to prepare a recommendation for a merit pool based on projected base pay movement in the competitive market; to confirm current executive salary ranges for the President/CEO (President), Executive Vice President/COO (EVP/COO) and the Vice Presidents; and to review the appropriateness of current non-executive salary ranges relative to market trending. The committee used data from: * Employers Resource Association's (ERA) Wage and Salary Adjustment Survey; * projected base pay increases from United Ways similar in size and operating structure to UWGC; * a United Way Worldwide (UWW) compensation survey of the top six executives from seventeen comparable United Ways; and * national studies from World at Work, Towers Watson, Mercer, The Conference Board, Hay Group and Aon Hewitt. The HR Committee also reviewed UWGC's Compensation Policy recommending no changes. The merit pool and Compensation Policy were presented and approved by the Accountability & Services (A&S) Cabinet as a first-level review, and then by the Executive Compensation Committee (ECC) of the Board of Directors. Executive Compensation Recommendations - The President presented to the ECC recommendations and performance ratings for the EVP/COO and each of the Vice Presidents. These were approved by the ECC. This occurs annually, typically in February. Each year, the President works with the Board chair and the Executive Committee of the Board to establish annual performance goals and objectives. Once established, the President's performance is monitored by the Executive Committee. At the conclusion of the rating period, the Executive Committee is surveyed, and an overall performance rating is prepared for the President. This information is presented to the Executive Committee, who conducts an executive session during a regular meeting where they discuss and evaluate the annual performance of the President. The determination of the President's annual compensation (and bonus, if applicable) is managed by the ECC. Specifically, comparative data was obtained for the President's compensation. The ECC utilized data gathered in the first quarter of 2014 from reliable compensation sources as a benchmark in determining the President's salary relative to the competitive market. The committee used data from: * Employers Resource Association's (ERA) Executive Compensation Report, * UWW Human Capital Study on executive compensation, and * A UWW compensation survey of the top six executives from seventeen comparable United Ways. By assessing established performance measures and results achieved, and using competitive executive compensation data, the ECC prepares a recommendation for the President's total compensation package, which is then submitted to the Executive Committee for final approval. Meeting notes are taken by the chair of the HR Committee to document all discussion and recommendations made. These meeting notes are prepared and signed by the chair of the Board of Directors who also serves as the chair of the ECC. The recommendations of the ECC are presented and discussed at the next regularly scheduled meeting of the ECC in an executive session from which staff is excused. The Executive Committee meeting occurs annually, typically in March. Form 990, Part VI, Line 15b Process to establish compensation of other employees SEE ABOVE Form 990, Part VI, Line 19 Required documents available to the public DISCLOSURE UWGC'S MOST RECENTLY AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON ITS WEBSITE AT WWW.UWGC.ORG. UWGC MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part VII, Section A, Line 1a STATEMENT OF COMPENSATION JULIA W. POSTON'S AVERAGE HOURS WORKED PER WEEK FOR UWGC SERVICES, INC. WAS 1 HOUR. ROBERT C. REIFSNYDER'S AVERAGE HOURS WORKED PER WEEK FOR UWGC SERVICES, INC. AND UNITED WAY OF GREATER CINCINNATI FOUNDATION WAS 1 HOUR FOR EACH. YVONNE G. WASHINGTON'S AVERAGE HOURS WORKED PER WEEK FOR UWGC SERVICES, INC. AND UNITED WAY OF GREATER CINCINNATI FOUNDATION WAS 1 HOUR FOR EACH. JILL JOHNSON'S AVERAGE HOURS WORKED PER WEEK FOR UWGC SERVICES, INC. WAS 1 HOUR. Form 990, Part VII, Section A OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES UWGC BOARD MEMBERS WHOSE TERM EXPIRED IN APRIL 2014 OR WHO LEFT THE BOARD FOR VARIOUS REASONS DURING 2014 ARE AS FOLLOWS: 1.) MR WILLIAM COSBY 2.) MS DELORES HARGROVE-YOUNG 3.) DR JANET REID 4.) MS VALARIE SHEPPARD Form 990, Part VIII, Line 2f Other Program Service Revenue Other program service revenue - Total Revenue: 105558, Related or Exempt Function Revenue: 105558, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Market value change in beneficial interest - -26660; Market value change in interest rate swap agreement - 86193; Other - 3; Change in provision for uncollectible for prior year pledges - 845627; CEO / CFO Financial Statement Certification ROBERT C. REIFSNYDER, PRESIDENT AND CEO AND JILL JOHNSON, CFO, CERTIFY THAT THEY HAVE REVIEWED THE AUDITED FINANCIAL STATEMENTS AND RELATED IRS FORM 990 OF UNITED WAY OF GREATER CINCINNATI (UWGC). BASED ON THEIR KNOWLEDGE, THESE FINANCIAL STATEMENTS DO NOT CONTAIN ANY UNTRUE STATEMENT OF MATERIAL FACT OR OMIT ANY MATERIAL FACTS NECESSARY WHICH WOULD MAKE THE STATEMENTS MISLEADING AND, BASED ON THEIR KNOWLEDGE, THESE FINANCIAL STATEMENTS AND OTHER FINANCIAL INFORMATION INCLUDED IN THESE REPORTS, FAIRLY PRESENT, IN ALL MATERIAL RESPECTS, THE FINANCIAL CONDITION, RESULTS OF OPERATION AND CASH FLOWS OF UWGC AS OF, AND FOR THE YEAR ENDED DECEMBER 31, 2014. UNITED WAY OF GREATER CINCINNATI FOUNDATION 2400 READING ROAD CINCINNATI OH 45202 311064812 HUMAN SERVICE OH 501(c)(3 Type I UWGC true UWGC SERVICES INC 2400 READING ROAD CINCINNATI OH 45202 263471616 BUILDING OPS OH 501(c)(3 Type I UWGC true CHARITABLE REMAINDER TRUST (1) GRANT MAKING IL NA Trust true true true true true false false false false false false true true false true true true true true true UWGC Services Inc B 973979 Book Value United Way of Greater Cincinnati Foundation C 980686 Book Value UWGC Services Inc D 9014273 Book Value UWGC Services Inc K 427917 Book Value United Way of Greater Cincinnati Foundation L 266190 Book Value United Way of Greater Cincinnati Foundation O 223944 Book Value UWGC Services Inc R 89200 Book Value