2014-01-27T16:31:18-06:00 2013-06-30 341912961 COHEN & COMPANY LTD OFFICES LISTED AT WWWCOHENCPACOM OH 44115 990 2012-07-01 341011104 UNITED WAY OF GREATER LORAIN COUNTY INC UNIT 4402776530 1875 NORTH RIDGE ROAD NO H LORAIN OH 44055 WILLIAM P HARPER 4402776530 2014-01-24 1 LAURA J WHITE P00186264 8002291099 2014-01-24 2012 2015-11-30 17:44:51Z WILLIAM P HARPER 1875 NORTH RIDGE ROAD NO H LORAIN OH 44055 2951261 0 X WWW.UWLORAINCOUNTY.ORG X 1967 OH TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY THROUGH LEADERSHIP, COLLABORATION, AND RESOURCE DEVELOPMENT. 16 16 8 542 0 0 2902318 2873479 0 0 57792 62285 38737 15497 2998847 2951261 1926838 1628676 0 0 447761 470021 0 0 217340 322785 346100 2697384 2444797 301463 506464 3711061 3961267 1959478 1623559 1751583 2337708 X TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY THROUGH LEADERSHIP, COLLABORATION, AND RESOURCE DEVELOPMENT. 0 1 1874692 1628676 COMMUNITY IMPACT FUNDS PROGRAMS IN THE FOLLOWING AREAS: STRENGTHENING FAMILIES, NURTURING CHILDREN AND YOUTH, AND CARING FOR BASIC NEEDS. GOAL IS TO ENHANCE THE QUALITY OF LIFE FOR INDIVIDUAL FAMILIES. THIS IMPACT AREA OFFERS A RANGE OF PROGRAMS WHICH SUPPORT FAMILIES AS WELL AS NURTURERS, CARETAKERS, AND INSTRUCTORS. THESE PROGRAMS ASSIST FAMILIES AND FAMILY MEMBERS IN FUNCTIONING AT THE HIGHEST DEGREE POSSIBLE. THE GOAL FOR NURTURING CHILDREN AND YOUTH IS TO ENSURE THAT EVERY CHILD IS PROVIDED A HEALTHY, NURTURING, AND SAFE LEARNING ENVIRONMENT TO LIVE, LEARN AND GROW. FUNDED PROGRAMS PROVIDE ASSISTANCE IN DEVELOPING ASSETS AND PROTECTIVE FACTORS WHICH ARE PROVEN TO REDUCE RISK FACTORS IN A CHILD'S OR YOUTH'S LIFE. THE GOAL FOR CARING FOR BASIC NEEDS IS TO PROVIDE PEOPLE LIVING IN LORAIN COUNTY WITH TOOLS TO MEET THEIR BASIC NEEDS FOR SAFETY, NUTRITION, SAFE AND AFFORDABLE SHELTER, CRISIS INTERVENTION AND OTHER SITUATIONS REQUIRING EMERGENCY ASSISTANCE. - 102,735 PEOPLE SERVED 90903 INFORMATION AND REFERRAL - REFER PEOPLE TO SERVICES AND VOLUNTEER OPPORTUNITIES AT LOCAL AGENCIES THROUGH UNITED WAY'S FIRST CALL FOR HELP, A CONFIDENTIAL, FREE INFORMATION AND REFERRAL SERVICE. - 17,971 PEOPLE SERVED FINANCIAL STABILITY - UNITED WAY OF GREATER LORAIN COUNTY COLLABORATED WITH THE EARNED INCOME TAX CREDIT (EITC) COALITION IN PROMOTING FINANCIAL STABILITY. THE COALITION OFFERED FREE TAX PREPARATION TO QUALIFIED FILERS DURING THE TAX SEASON. INDIVIDUALS WHO CAME TO HAVE THEIR TAXES PREPARED (1,387) RESULTED IN TOTAL ESTIMATED SAVINGS OF $278,200 IN TAX RETURN PREPARATION FEES, AND RECEIVED TOTAL NET REFUND OF $1,885,602. THOSE WHO QUALIFIED RECEIVED $688,417 FROM THE EARNED INCOME TAX CREDIT. 1965595 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 8 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X X DIANNE BREHM 4402776530 1875 NORTH RIDGE ROAD SUITE H LORAIN OH 44055 WENDY HOLLIDAY 1.00 X X 0 0 0 REBECCA GRUNICK 1.00 X 0 0 0 EDWARD BAKER 1.00 X 0 0 0 DOUG BLOOMFIELD 1.00 X 0 0 0 KAREN COOK 1.00 X 0 0 0 JAMES DOWDELL 1.00 X 0 0 0 EDWIN GARCIA 1.00 X 0 0 0 GREGORY KULOW 1.00 X 0 0 0 THOMAS HOOVER 1.00 X 0 0 0 AMY SZMANIA 1.00 X X 0 0 0 KEITH BROWN 1.00 X 0 0 0 JOSE MATOS 1.00 X 0 0 0 CARRIE SECHEL 1.00 X 0 0 0 CYNTHIA TOMASCH 1.00 X X 0 0 0 SANDRA HODGE 1.00 X X 0 0 0 CHERYL MCKENNA 1.00 X X 0 0 0 DIANNE BREHM 40.00 X 68047 0 9892 WILLIAM HARPER 40.00 X 95356 0 12334 163403 0 22226 0 0 0 0 0 239549 2633930 2873479 51888 51888 10397 0 10397 10397 10397 ADMINISTRATION FEE INC 900099 14457 14457 MISCELLANEOUS INCOME 900099 1040 1040 15497 2951261 15497 0 62285 1628676 1628676 163403 54740 62093 46570 210380 70477 79945 59958 13134 4400 4991 3743 53649 17972 20387 15290 29455 9867 11193 8395 13058 5333 4451 3274 16341 16341 5799 2368 1977 1454 27605 14182 129 13294 29119 10227 10749 8143 12731 3783 4979 3969 52288 19663 18528 14097 607 273 177 157 23473 10567 6825 6081 33824 11331 12853 9640 11760 3939 4469 3352 4672 1566 1775 1331 CONTRACT SERVICES 73912 73912 CAMPAIGN EXPENSES 40911 22319 18592 2444797 1965595 261862 217340 121593 44883 10710 135828 1047769 1077293 7979 0 4296 4548 166902 149328 16132 17574 2478088 2657527 19962 20561 4532 3053 3711061 3961267 465750 491183 1471978 1126876 21750 5500 1959478 1623559 X 1137229 1429605 594392 887542 19962 20561 1751583 2337708 3711061 3961267 506464 66486 13175 0 X 0 1 X 1 0 X 2734557 2544250 2670067 2902318 2873479 13724671 2734557 2544250 2670067 2902318 2873479 13724671 13724671 70028 63955 58639 58692 51888 303202 37139 49485 38737 15497 140858 14168731 0.96870 0.96570 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2009 AMOUNT: $ 4,561. 2010 AMOUNT: $ 96. 2011 AMOUNT: $ 1,081. 2012 AMOUNT: $ 1,040. ADMINISTRATIVE FEES - 2009 AMOUNT: $ 26,893. 2010 AMOUNT: $ 49,389. 2011 AMOUNT: $ 37,656. 2012 AMOUNT: $ 14,457. SPECIAL EVENT - 2009 AMOUNT: $ 5,685. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19962 599 20561 20332 -370 19962 17721 2611 20332 15622 2099 17721 15622 15622 1.00000 1 0 27679 27475 204 102706 95512 7194 36517 26341 10176 17574 X 2522862 66486 23256 89742 2433120 16341 501800 518141 2951261 1949912 23256 23256 1926656 16341 501800 518141 2444797 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION INCLUDES THE EARNINGS FROM THE ENDOWMENT FUND IN THEIR GENERAL FUNDS TO BE ALLOCATED TO VARIOUS ORGANIZATIONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION RECOGNIZES AND DISCLOSES UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH GAAP. AS OF AND DURING THE YEARS ENDED JUNE 30, 2013 AND 2012, THE ORGANIZATION DOES NOT HAVE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES PRIOR TO 2010. PART XI, LINE 4B - OTHER ADJUSTMENTS: DESIGNATED CONTRIBUTIONS WHICH ARE NOT SHOWN AS REVENUE ON THE FINANCIAL STATEMENTS PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS OF DESIGNATED CONTRIBUTIONS WHICH ARE NOT SHOWN AS EXPENSES ON THE FINANCIAL STATEMENTS 1 AMERICAN CANCER SOCIETY 10501 EUCLID AVENUE CLEVELAND OH 44106 131788491 501(C)(3) 9484 COMMUNITY SERVICE AMERICAN RED CROSS LORAIN COUNTY CHAPTER 2929 WEST RIVER ROAD ELYRIA OH 44035 340900019 501(C)(3) 113488 DISASTER RELIEF, EMERGENCY ASSISTANCE; EDUCATION & TRAINING BIG BROTHERS BIG SISTERS OF LORAIN COUNTY 1917 NORTH RIDGE ROAD EAST SUITE A LORAIN OH 44055 341809153 501(C)(3) 31539 COMMUNITY BASED & SCHOOL BASED MENTORING BLESSING HOUSE ASSOCIATION 5440 GROVE AVENUE LORAIN OH 44055 300130029 501(C)(3) 48201 CHILDREN CRISIS CARE BOYS & GIRLS CLUBS OF LORAIN COUNTY PO BOX 516 OBERLIN OH 44074 341856214 501(C)(3) 92206 CORE YOUTH PROGRAMS CATHOLIC CHARITIES CORP 7911 DETROIT AVENUE CLEVELAND OH 44102 341318541 501(C)(3) 59246 COMMUNITY SERVICES CHILDREN'S DEVELOPMENTAL CENTER 150 ERIE COURT AMHERST OH 44001 340789758 501(C)(3) 94309 OUTPATIENT REHABILITATION CLEVELAND HEARING & SPEECH CENTER 11635 EUCLID AVENUE CLEVELAND OH 44106 340714648 501(C)(3) 21600 COMMUNITY SERVICES COMMON GROUND CENTER 14240 BAIRD ROAD OBERLIN OH 44074 341838503 501(C)(3) 12616 YOUTH DEVELOPMENT EL CENTRO DE SERVICIOS SOCIALES INC 1888 EAST 31ST STREET LORAIN OH 44055 341165756 501(C)(3) 77049 SENIOR CENTER, VIOLENCE PREVENTION, YOUTH LEADERSHIP FAITH HOUSE 3250 WEST MARKET STREET 204 FAIRLAWN OH 44333 341938397 501(C)(3) 28000 TRANSITIONAL HOUSING FAMILY PLANNING SERVICES 602 LEONA STREET ELYRIA OH 44035 341042711 501(C)(3) 29970 CLINICAL SERVICES & HEALTH EDUCATION PROGRAM GIRL SCOUTS OF NE OHIO - WEST REGION ONE GIRL SCOUT WAY MACEDONIA OH 44056 340726094 501(C)(3) 32078 SCOUTING - LORAIN COUNTY LEGAL AID SOCIETY OF CLEVELAND 538 WEST BROAD STREET SUITE 300 ELYRIA OH 44035 340866026 501(C)(3) 18856 OUTREACH & VOLUNTEER LAWYERS PROGRAM LINDEN SCHOOL 424 EARL COURT ELYRIA OH 44035 341597874 501(C)(3) 19026 EARLY CHILDHOOD EDUCATION AND CARE LINKING EMPLOYMENT ABILITIES POTENTIAL 1468 WEST 25TH STREET CLEVELAND OH 44113 341369608 501(C)(3) 28714 INDEPENDENT LIVING PROGRAM AND COMMUNITY EMPLOYMENT LORAIN COUNTY ALCOHOL & DRUG ABUSE SERVICE 2115 WEST PARK DRIVE LORAIN OH 44053 341341788 501(C)(3) 46251 WOMEN WITH CHILDREN TREATMENT PROGRAM LORAIN COUNTY LABOR AGENCY 1936 COOPER FOSTER PARK ROAD LORAIN OH 44053 237387509 501(C)(3) 6180 BENEFITS & TAX ASSISTANCE PROGRAM LORAIN COUNTY OFFICE ON AGING 226 MIDDLE AVENUE ELYRIA OH 44035 341136543 501(C)(3) 45702 PROGRAM FOR SENIORS LORAIN COUNTY SAFE HARBORGENESIS HOUSE PO BOX 718 LORAIN OH 44052 341774211 501(C)(3) 50106 BATTERED WOMEN'S SHELTER LORAIN COUNTY URBAN LEAGUE 401 BROAD STREET SUITE B ELYRIA OH 44035 341263379 501(C)(3) 80926 FAIR HOUSING AND EMPLOYMENT PROGRAMS LUCY IDOL CENTER FOR THE HANDICAPPED PO BOX 162 VERMILION OH 44089 340893458 501(C)(3) 48625 REHABILITATION & MOBILITY MERCY FOUNDATION 3600 KOLBE ROAD LORAIN OH 44053 340936851 501(C)(3) 10674 COMMUNITY SERVICES NEIGHBORHOOD HOUSE ALLIANCE PO BOX 1039 LORAIN OH 44052 340714471 501(C)(3) 141778 HOMEMAKER ASSISTANCE, CHILD CARE, SENIOR SOCIALIZATION NORD CENTER 6140 SOUTH BROADWAY LORAIN OH 44053 340949459 501(C)(3) 71316 HOUSING SERVICES & KIDZ FIRST OBERLIN EARLY CHILDHOOD 317 EAST COLLEGE STREET OBERLIN OH 44074 237313925 501(C)(3) 24600 CHILDCARE ASSISTANCE SAINT JOSEPH ACADEMY 3430 ROCKY RIVER DR NW CLEVELAND OH 44111 341618516 501(C)(3) 5000 YOUTH EDUCATION SECOND HARVEST FOOD BANK OF NORTH CENTRAL OHIO 7445 DEER TRAIL LANE LORAIN OH 44053 341446685 501(C)(3) 108123 FOOD BANK VOCATIONAL GUIDANCE SERVICES 359 LOWELL STREET ELYRIA OH 44035 340714650 501(C)(3) 17680 EMPLOYMENT SERVICES VOLUNTEER GUARDIANSHIP PROGRAM 5201 ABBE ROAD ELYRIA OH 44035 341899498 501(C)(3) 13798 GUARDIANSHIP PROGRAM YOUTH CHALLENGE INC 800 SHARON DRIVE WESTLAKE OH 44145 341396825 501(C)(3) 7213 YOUTH SERVICES YWCA OF ELYRIA 318 WEST AVENUE ELYRIA OH 44035 340718418 501(C)(3) 23089 TRANSITIONAL HOUSING 32 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE UNITED WAY OF GREATER LORAIN COUNTY GRANTS FUNDS TO LOCAL PARTNER AGENCIES THAT PROVIDE HIGH QUALITY HUMAN SERVICES TO RESIDENTS. WE STRIVE FOR MEANINGFUL AND MEASURABLE IMPACT IN THE THREE AREAS OF COMMUNITY IDENTIFIED NEEDS NURTURING CHILDREN AND YOUTH, STRENGTHENING FAMILIES AND MEETING BASIC NEEDS. THE UNITED WAY BELIEVES THAT A NON-PROFIT HAS TO BE WELL-MANAGED AND EFFECTIVELY GOVERNED TO MEET COMMUNITY NEEDS AND CHANGE COMMUNITY CONDITIONS. ANY ORGANIZATION THAT RECEIVED DONOR FUNDS PARTICIPATES IN A MULTI-PHASE EVALUATION PROCESS THAT INCLUDES A REVIEW OF THE AGENCYS GOVERNANCE, OPERATIONAL AND FINANCIAL PRACTICES; A COMPREHENSIVE PROGRAM REVIEW; AND AN ON-SITE PRESENTATION AND FACILITIES ANALYSIS. AFTER ASSURING AN AGENCYS HEALTH, THE VOLUNTEERS FOCUS THEIR EVALUATION ON THE PROGRAMS PROPOSED USE OF FUNDS AND THE OUTCOMES AND RESULTS OF ALL PROVIDED SERVICES. AGENCIES THAT RECEIVE FUNDING MUST ALSO SHOW COMPLIANCE WITH THE PROVISIONS OF THE PATRIOT ACT AND PROVIDE DOCUMENTATION FROM THE INTERNAL REVENUE SERVICE OF TAX DEDUCTION ELIGIBILITY. CHANGES IN PROGRAM SERVICES FORM 990, PART III, LINE 3 ONE OF THE MANY STRENGTHS OF THE UNITED WAY SYSTEM IS THE PLANNING PROCESS BY WHICH VOLUNTEERS SERVING ON IMPACT ADVISORY COUNCILS IDENTIFY TARGET OUTCOMES AND STRATEGIES AIMED AT MAKING A DIFFERENCE IN COMMUNITY CONDITIONS. UWGLC HAS CHANGED THEIR ALLOCATION PROCESS BEGINNING NEXT FISCAL YEAR, FROM FUNDING PROGRAMS OF 501(C)(3) AGENCIES TO FUNDING COLLABORATIVES WHICH WILL CONSIST OF THREE OR MORE ENTITIES. THE ORGANIZATION IS TAKING A COLLABORATIVE APPROACH TO SOLVING SPECIFIC SOCIAL PROBLEMS, USING A SINGLE SET OF GOALS, MEASURED IN THE SAME WAY TO DEMONSTRATE IMPACT. COMMUNITY COLLABORATIVES PROPOSALS ARE REVIEWED BY AN EXPERT PANEL AND RECOMMENDATIONS FORWARDED TO THE UWGLC BOARD OF DIRECTORS. THE BOARD, IN TURN, MAKES INVESTMENTS IN PROGRAMS AND INITIATIVES THAT HOLD THE MOST PROMISE FOR CREATING LONG-LASTING, SUSTAINABLE IMPROVEMENT IN COMMUNITY CONDITIONS. UNITED WAY OF GREATER LORAIN COUNTY (UWGLC) OFFERS INVESTORS THE OPPORTUNITY TO DESIGNATE THEIR GIFT TO SUPPORT SPECIFIED COMMUNITY IMPACT PRIORITIES AND COMMUNITY ORGANIZATIONS WITH MISSIONS THAT ARE CONSISTENT WITH THEIR OWN VALUES AND PERSPECTIVES. IN THE PAST UWGLC ALLOWED DESIGNATIONS ONLY TO 501(C)(3) HEALTH AND HUMAN SERVICE AGENCIES. UWGLC NOW PROVIDES THE OPPORTUNITY TO DESIGNATE INDIVIDUAL GIFTS IN ACCORDANCE WITH THE DESIRES OF THE INVESTOR WHO CAN DESIGNATE TO ANY ORGANIZATION IN AND OUTSIDE OF LORAIN COUNTY, OHIO, THAT QUALIFIES FOR TAX DEDUCTION PER THE INTERNAL REVENUE SERVICE. IN ORDER TO RECEIVE DESIGNATIONS, THE DESIGNATED ORGANIZATION MUST PROVIDE TO UWGLC: - DOCUMENTATION FROM THE INTERNAL REVENUE SERVICE OF TAX DEDUCTION ELIGIBILITY - ANTI-TERRORISM COMPLIANCE CERTIFICATION - ELECTRONIC FUNDS TRANSFER AUTHORIZATION FORM FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE REVIEWS IN DETAIL THE FORM 990 AND APPROVES THE FORM TO BE FILED WITH THE IRS. THE COMPLETED FORM 990, IN ITS ENTIRETY, IS GIVEN TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS HAS AN OPPORTUNITY TO ASK ANY QUESTIONS. THE FORM 990 IS THEN APPROVED BY THE ENTIRE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL QUESTIONNAIRE IS SENT TO ALL OFFICERS, DIRECTORS AND EMPLOYEES. IF A TRANSACTION ARISES, IN WHICH AN INDIVIDUAL HAS A CONFLICT, THE PERSON IS EXCUSED FROM THE DISCUSSION AND VOTE BY DISINTERESTED COMMITTEE MEMBERS TAKES PLACE. THE DIRECTORS AND/OR COMMITTEE MEMBERS BASE THEIR DECISION ON ALL THE FACTS AND CIRCUMSTANCES PRESENTED AND CONSIDER WHETHER THE TRANSACTION IS IN THE BEST INTEREST OF THE CORPORATION. PROPER RECORDS OF THE BOARD, COMMITTEE, OR SUBCOMMITTEE ARE MAINTAINED TO VERIFY THAT THE CONFLICT OF INTEREST POLICY HAS BEEN FOLLOWED. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION STUDY WAS PERFORMED USING AN OUTSIDE INDEPENDENT COMPANY. EACH POSITION WAS STUDIED WITH COMPARABLE DATA SHOWING A RANGE OF SALARIES FOR EACH POSITION. BUDGET WITH SALARY INFORMATION IS THEN APPROVED BY THE FINANCE COMMITTEE. EXECUTIVE COMMITTEE REVIEWS AND APPROVES EXECUTIVE DIRECTOR SALARY. BOARD OF DIRECTORS APPROVES THE ENTIRE BUDGET. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE ORGANIZATION'S MOST RECENTLY COMPLETED FINANCIAL STATEMENT AND IRS FORM 990 ARE POSTED ON THE PUBLIC WEBSITE, WWW.UWLORAINCOUNTY.ORG. IN ADDITION, THE ORGANIZATION PRINTS AND DISTRIBUTES TO THE COMMUNITY AN ANNUAL REPORT WHICH CONTAINS ACCOMPLISHMENTS AND SUMMARIZED FINANCIAL STATEMENTS.