BUTLER COUNTY UNITED WAY: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
BUTLER COUNTY UNITED WAY (EIN 31-0734490)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-02-11
IRS object ID
201400429349300340
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-02-11T10:49:38-06:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN310800053EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CLARK SCHAEFER HACKETT & COBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line110100 INNOVATION DR SUITE 400AddressLine1
CityDAYTONCity
StateOHState
ZIP Code45342ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN310734490EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1BUTLER COUNTY UNITED WAYBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBUTLNameControl
Phone5138630800Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1323 NORTH THIRD STREETAddressLine1
CityHAMILTONCity
StateOHState
ZIP Code45011ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJANICE C TROUTMANName
TitleTREASURERTitle
Phone5138630800Phone
Date Signed2014-01-29DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameROBIN M DENNISName
PTINP00999809PTIN
Phone9372260070Phone
Date Prepared2014-01-29DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJANICE C TROUTMANNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1323 NORTH THIRD STREETAddressLine1
CityHAMILTONCity
StateOHState
ZIP Code45011ZIPCode
FieldValueIRS element (for citing)
Gross Receipts3326109GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.BC-UNITEDWAY.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1920YearFormation
State Legal DomicileOHStateLegalDomicile
Activity Or Mission DescriptionCONNECT RESOURCES TO IMPORTANT COMMUNITY NEEDS.ActivityOrMissionDescription
Nbr Voting Members Governing Body11NbrVotingMembersGoverningBody
Nbr Independent Voting Members11NbrIndependentVotingMembers
Total Nbr Employees7TotalNbrEmployees
Total Nbr Volunteers541TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year1830109ContributionsGrantsPriorYear
Contributions Grants Current Year1856121ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year12193InvestmentIncomePriorYear
Investment Income Current Year77625InvestmentIncomeCurrentYear
Other Revenue Prior Year45944OtherRevenuePriorYear
Other Revenue Current Year-217OtherRevenueCurrentYear
Total Revenue Prior Year1888246TotalRevenuePriorYear
Total Revenue Current Year1933529TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year1258300GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY1253200GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year514422SalariesEtcPriorYear
Salaries Etc Current Year439089SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year288228TotalFundrsngExpCurrentYear
Other Expense Prior Year169210OtherExpensePriorYear
Other Expenses Current Year138131OtherExpensesCurrentYear
Total Expenses Prior Year1941932TotalExpensesPriorYear
Total Expenses Current Year1830420TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-53686RevenuesLessExpensesPriorYear
Revenues Less Expenses CY103109RevenuesLessExpensesCY
Total Assets BOY2115973TotalAssetsBOY
Total Assets EOY2150765TotalAssetsEOY
Total Liabilities BOY1229087TotalLiabilitiesBOY
Total Liabilities EOY1172836TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY886886NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY977929NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionCONNECT RESOURCES TO IMPORTANT COMMUNITY NEEDS. THE ORGANIZATION FOCUSES ON THE MOST IMPORTANT HUMAN SERVICE NEEDS FACING THE COMMUNITY AND USES A VARIETY OF METHODS TO COMMUNICATE WITH COMMUNITY MEMBERS IN ORDER TO PRIORITIZE THE ISSUES AND DETERMINE THE PROPER SOLUTIONS TO THESE PROBLEMS. WHETHER THIS MEANS GRANT WRITING, FUNDRAISING, OR COLLABORATING WITH COMMUNITY PARTNERS, THE ORGANIZATION USES COMMUNITY INPUT TO SOLVE COMMUNITY ISSUES.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense1461475Expense
Grants1253200Grants
Revenue7848Revenue
DescriptionBUTLER COUNTY UNITED WAY CONNECTS RESOURCES TO COMMUNITY NEEDS THAT ARE IDENTIFIED BY THE COMMUNITY AS MOST CRITICAL. THE RESOURCES MAY INCLUDE FUNDRAISING, GRANT WRITING, OR DEVELOPING COLLABORATIONS THAT BEST ADDRESS THE IDENTIFIED ISSUES. FIFTEEN COMMUNITY LEADERS AND CITIZENS DEVOTED TIME TO CREATE A COMMUNITY AGENDA APPROACH TO ALLOCATING RESOURCES ENTRUSTED TO BUTLER COUNTY UNITED WAY. COMMUNITY SUMMITS WERE HELD IN THE FALL OF 2009 TO DETERMINE THAT EMPLOYMENT EARNING A LIVING WAGE WAS THE MOST CRITICAL NEED FOR ADULTS AND IN THE FALL OF 2010 TO DETERMINE THAT SUPPORTIVE RELATIONSHIPS THAT REDUCE RISKY BEHAVIORS WAS VIEWED TO BE THE MOST CRITICAL ISSUE FOR YOUTH. THESE FINDINGS, IN KEEPING WITH BOARD ESTABLISHED ENDS, ARE IN USE CURRENTLY TO DEVELOP OUTCOMES USED IN THE REQUEST FOR PROPOSAL (RFP) PROCESS.Description

Activity2 Activity2

FieldValueIRS element (for citing)
DescriptionRESOURCE DEVELOPMENT FOCUSES ON REVENUE THAT IS SECURED FROM DIRECT DONOR SOLICITATION, CORPORATE INVESTMENTS,SPONSORSHIP OPPORTUNITIES, AND FUNDRAISING EVENTS. VOLUNTEERS FROM THE COMMUNITY LEAD THE ANNUAL CAMPAIGN AS WELL AS 100 PLUS ADDITIONAL VOLUNTEERS THAT SUPPORT THE DAY TO DAY DETAILS SO OVERHEAD COSTS ARE KEPT LOW AND SYSTEMS EFFICIENT. FUNDRAISING EVENTS LEVERAGED THE VOLUNTEER EFFORTS SO THAT PROFITS DIRECTLY BENEFITED THE AWARD PROCESS.Description

Activity3 Activity3

FieldValueIRS element (for citing)
DescriptionA YOUTH ACTION COUNCIL AND A SELF-SUFFICIENCY ACTION COUNCIL, EACH COMPOSED OF COMMUNITY EXPERTS AND PROGRAM EXPERTS, DEVELOPED THE PROPOSED STRATEGIES AND MEASURABLE INDICATORS FOR THE RFPS RELEASED TO ALL NON-PROFITS IN BUTLER COUNTY. THE TWO COUNCILS' MEMBERS MANAGED THE PROCESS, INCLUDING REVIEWING ALL PROPOSALS, AND THEN MAKING AWARDS TO THOSE MOST IN ALIGNMENT WITH THE OUTCOMES IDENTIFIED IN THE RFP. RECOMMENDATIONS OF THE TWO ACTION COUNCILS WERE SUBMITTED FOR APPROVAL TO THE IMPACT COUNCIL, AN OVERSIGHT BODY OF 12 VOLUNTEER COMMUNITY LEADERS, FOR A FINAL DETERMINATION.Description
FieldValueIRS element (for citing)
Total Program Service Expense1461475TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling1CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10963NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees7NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members11NbrVotingGoverningBodyMembers
Number Independent Voting Members11NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledOHStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1JANICE C TROUTMANBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number5138630800TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1323 NORTH THIRD STREETAddressLine1
CityHAMILTONCity
StateOHState
ZIP Code45011ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (13 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
KAREN MUELLER
CHAIRPERSON5.00XX000
JIM SELL
MEMBER0.80X000
SHELLY WALLPE
MEMBER0.80X000
AMY WALDBILLIG
MEMBER0.80X000
SHAWN HAMILTON
MEMBER0.80X000
DAVE YEAGER
MEMBER0.80X000
TOM DASKALAKIS
MEMBER0.80X000
DOUG MANWARING
MEMBER0.80X000
WOODY FITTON
MEMBER0.80X000
PETER ABNER
MEMBER0.80X000
CONNIE FRAZIER
MEMBER0.80X000
BRUCE JEWETT
PRESIDENT/CEO (JULY-MAY)40.00X9041100
JAN TROUTMAN
INTERIM PRES/CEO (JUNE)/TREASURER40.00X7365906278
FieldValueIRS element (for citing)
Total Reportable Comp From Org164070TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation6278TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Federated Campaigns888500FederatedCampaigns
Fundraising Events27103FundraisingEvents
All Other Contributions940518AllOtherContributions
Noncash Contributions10760NoncashContributions
Total Contributions1856121TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column16878TotalRevenueColumn
Exclusion$16,878ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities1429759Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities1369012Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities60747Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column60747TotalRevenueColumn
Exclusion$60,747ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events15503GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events27103CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses23568FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-8065TotalRevenueColumn
Exclusion-$8,065ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
ADMIN FEES AND RECOVERY COSTS56100052475247
ACCOUNTING SERVICES54120016011601
OTHER90009910001000
FieldValueIRS element (for citing)
Total Other Revenue7848TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1933529TotalRevenueColumn
Related Or Exempt Function Income7848RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$69,560ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total1253200Total
Program Services1253200ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total174954Total
Program Services65221ProgramServices
Management And General30230ManagementAndGeneral
Fundraising79503Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total185506Total
Program Services78450ProgramServices
Management And General7736ManagementAndGeneral
Fundraising99320Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total10244Total
Program Services3992ProgramServices
Management And General816ManagementAndGeneral
Fundraising5436Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total32534Total
Program Services12750ProgramServices
Management And General3414ManagementAndGeneral
Fundraising16370Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total35851Total
Program Services13395ProgramServices
Management And General5913ManagementAndGeneral
Fundraising16543Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total14765Total
Program Services5664ProgramServices
Management And General2106ManagementAndGeneral
Fundraising6995Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total969Total
Program Services372ProgramServices
Management And General138ManagementAndGeneral
Fundraising459Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total20180Total
Program Services4767ProgramServices
Management And General1708ManagementAndGeneral
Fundraising13705Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total10478Total
Program Services2680ProgramServices
Management And General2724ManagementAndGeneral
Fundraising5074Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total10760Total
Program Services4304ProgramServices
Management And General1141ManagementAndGeneral
Fundraising5315Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total22347Total
Program Services9270ProgramServices
Management And General1710ManagementAndGeneral
Fundraising11367Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total3837Total
Program Services69ProgramServices
Management And General1006ManagementAndGeneral
Fundraising2762Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total5207Total
Management And General1637ManagementAndGeneral
Fundraising3570Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total7628Total
Program Services3051ProgramServices
Management And General809ManagementAndGeneral
Fundraising3768Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
EQUIPMENT MAINTENANCE A173063186101863934
MEMBERSHIP DUES1415237557813199
BANK FEES85288528
AWARDS AND INCENTIVES1974729337908

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1830420Total
Program Services1461475ProgramServices
Management And General80717ManagementAndGeneral
Fundraising288228Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY97529BOY
EOY56983EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY225478BOY
EOY186946EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY933718BOY
EOY993655EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY1811BOY
EOY1148EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis465665LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec462187LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY11106BOY
EOY3478EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY423831BOY
EOY476638EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY422500BOY
EOY431917EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY2115973BOY
EOY2150765EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY20480BOY
EOY19829EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY13642BOY
EOY7160EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY40241BOY
EOY42421EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY1154724BOY
EOY1103426EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1229087BOY
EOY1172836EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY833508BOY
EOY927744EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY53378BOY
EOY50185EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY886886BOY
EOY977929EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2115973BOY
EOY2150765EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses103109ReconcilationRevenueExpenses
Reconciliation Unrealized Invest-12066ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2602999CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2125255CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2071359CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1830109CurrentTaxYearMinus1Year
Current Tax Year1856121CurrentTaxYear
Total10485843Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2602999CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2125255CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2071359CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1830109CurrentTaxYearMinus1Year
Current Tax Year1856121CurrentTaxYear
Total10485843Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total271430AmountsSubstContributorsTotal
Public Support Total17010214413PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years26690CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years23682CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years22142CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year12193CurrentTaxYearMinus1Year
Current Tax Year16878CurrentTaxYear
Total101585Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years8592CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years56976CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years51165CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year35445CurrentTaxYearMinus1Year
Current Tax Year7848CurrentTaxYear
Total160026Total
FieldValueIRS element (for citing)
Total Support10747454TotalSupport
Gross Receipts From Admissions Etc139964GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.95040PublicSupportPertcentage170
Public Support Pertcent Prior Year0.93500PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtc
Included On FS1IncludedOnFS
Explanation In Part XIIIXExplanationInPartXIII

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance316254BeginningOfYearBalance
Investment Earnings Or Losses-148InvestmentEarningsOrLosses
End Of Year Balance316106EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance317439BeginningOfYearBalance
Investment Earnings Or Losses-1185InvestmentEarningsOrLosses
End Of Year Balance316254EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance315415BeginningOfYearBalance
Investment Earnings Or Losses2024InvestmentEarningsOrLosses
End Of Year Balance317439EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance325528BeginningOfYearBalance
Investment Earnings Or Losses-10113InvestmentEarningsOrLosses
End Of Year Balance315415EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance441168BeginningOfYearBalance
Investment Earnings Or Losses-115640InvestmentEarningsOrLosses
End Of Year Balance325528EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance1.00000BoardDesignatedEOYBalance
Endowments Held By Unrelated Orgs1EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis343960OtherCostOrOtherBasis
Depreciation340482Depreciation
Book Value3478BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis121705OtherCostOrOtherBasis
Depreciation121705Depreciation
Book Value0BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings3478TotalOfBookValueLandBuildings

Other Assets OtherAssets (3 entries)

DescriptionDescriptionBook ValueBookValue
US BANCORP - CUSTODIAL - UNEMP42420
BOARD DESIGNATED INVESTMENTS316106
BENEFICIAL INTEREST73391
FieldValueIRS element (for citing)
Total Book Value Other Assets431917TotalBookValueOtherAssets

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionALLOCATIONS PAYABLEDescription
Amount$1,103,426Amount
FieldValueIRS element (for citing)
Total Of Amounts1103426TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt1595430TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-12066NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities40000DonatedSrvcAndUseOfFacilities
Other Revenues23568OtherRevenues
Revenue Not Rptd F99051502RevenueNotRptdF990
Revenue Subtotal1543928RevenueSubtotal
Other Revenues Not Included389601OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt389601RevenueNotRptdOnFinStmt
Total Revenue Per Form9901933529TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt1504387TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities40000DonatedServicesUseOfFacilities
Other Expenses Included23568OtherExpensesIncluded
Expenses Not Rptd F99063568ExpensesNotRptdF990
Expenses Subtotal1440819ExpensesSubtotal
Other Expenses Not Included389601OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt389601ExpensesNotRptdOnFinStmt
Total Expenses Per Form9901830420TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (7 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART IV, LINE 2B:THE BUTLER COUNTY UNITED WAY ADMINISTERS AND ACTS AS CUSTODIAN FOR AN UNEMPLOYMENT FUND FOR OTHER NOT-FOR-PROFIT ORGANIZATIONS.
PART V, LINE 4:THE BOARD DESIGNATED CASH AND INVESTMENTS FOR THE PURPOSE OF MAINTAINING APPROXIMATELY TWO TO THREE MONTHS OF RESERVES FOR FUTURE ALLOCATIONS TO SUPPORTED AGENCIES AND PROGRAMS.DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
PART X, LINE 2:THE ORGANIZATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE YEARS OF FILINGS OPEN TO THESE AUTHORITIES AND AVAILABLE FOR AUDIT ARE 2010 - 2012. THE ORGANIZATION'S POLICY WITH REGARDS TO INTEREST AND PENALTIES IS TO RECOGNIZE INTEREST THROUGH INTEREST EXPENSE AND PENALTIES THROUGH OTHER EXPENSE. IN EVALUATING THE ORGANIZATION'S TAX PROVISION AND TAX EXEMPT STATUS, INTERPRETATIONS AND TAX PLANNING STRATEGIES WERE CONSIDERED. THE ORGANIZATION BELIEVES THEIR ESTIMATES ARE APPROPRIATE BASED ON THE CURRENT FACTS AND CIRCUMSTANCES.DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
EXPENSES ASSOCIATED WITH SPECIAL EVENTS ON 990 PART VIII, LINE 8B 23,568.PART XI, LINE 2D - OTHER ADJUSTMENTS:
DONOR DESIGNATIONS TO SPECIFIC ORGANIZATIONS 389,601.PART XI, LINE 4B - OTHER ADJUSTMENTS:
EXPENSES ASSOCIATED WITH SPECIAL EVENTS ON 990 PART VIII, LINE 8B 23,568.PART XII, LINE 2D - OTHER ADJUSTMENTS:
DONOR DESIGNATIONS TO SPECIFIC ORGANIZATIONS 389,601.PART XII, LINE 4B - OTHER ADJUSTMENTS:

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1GOLF OUTINGNameOfEvent1
Gross Receipts Event122200GrossReceiptsEvent1
Charitable Contributions Event115149CharitableContributionsEvent1
Gross Revenue Event17051GrossRevenueEvent1
Other Direct Expenses Event17051OtherDirectExpensesEvent1
Name Of Event2CHICAGO BUS TRIPSNameOfEvent2
Gross Receipts Event29250GrossReceiptsEvent2
Charitable Contributions Event22256CharitableContributionsEvent2
Gross Revenue Event26994GrossRevenueEvent2
Other Direct Expenses Event26819OtherDirectExpensesEvent2
Total Number Of Other Events8TotalNumberOfOtherEvents
Gross Receipts Other Events11156GrossReceiptsOtherEvents
Charitable Contrib Other Events9698CharitableContribOtherEvents
Gross Revenue Other Events1458GrossRevenueOtherEvents
Other Direct Expenses Other Events9698OtherDirectExpensesOtherEvents
Gross Receipts Total42606GrossReceiptsTotal
Charitable Contributions Total27103CharitableContributionsTotal
Gross Revenue Total Events15503GrossRevenueTotalEvents
Other Direct Expenses Total Events23568OtherDirectExpensesTotalEvents
Direct Expense Summary Events23568DirectExpenseSummaryEvents
Net Income Summary-8065NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (28 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
ALCOHOL & CHEMICAL ABUSE COUNCIL
2935 HAMILTON-MASON RDHAMILTONOH45011310784671501 (C)(3)47345SUBSTANCE ABUSE PREVENTION AND FAMILY MEDIATION PROJECT
AMERICAN RED CROSS
112 N 2ND STHAMILTONOH45011530196605501 (C)(3)18832GENERAL SUPPORT
BIG BROTHERS BIG SISTERS OF BUTLER COUNTY INC
5539 EUREKA DRHAMILTONOH45011310846147501 (C)(3)120448MENTORING PROGRAMS
BOYS & GIRLS CLUB OF HAMILTON INC
958 EAST AVEHAMILTONOH45011310616383501 (C)(3)86956AFTER SCHOOL YOUTH DEVELOPMENT
CATHOLIC CHARITIES SOUTHWESTERN OHIO
140 N 5TH STHAMILTONOH45011310536968501 (C)(3)100320COUNSELING AND SEXUAL ABUSE TREATMENT
CINCINNATI ASSOCIATION FOR THE BLIND AND VISUALLY IMPAIRED
2045 GILBERT AVECINCINNATIOH45202310538511501 (C)(3)18685GENERAL SUPPORT
DAN BEARD COUNCIL BOY SCOUTS OF AMERICA
2331 VICTORY PKWYCINCINNATIOH45206310536651501 (C)(3)42709GENERAL SUPPORT
EVERY CHILD SUCCEEDS
333 BURNET AVECINCINNATIOH45229311628467501 (C)(3)42444HOME VISITATIONS
FAIRFIELD FOOD PANTRY
1085 MAGIE AVEFAIRFIELDOH45014311468906501 (C)(3)12829GENERAL SUPPORT
FAMILY SERVICE OF MIDDLETOWN
1311 COLUMBIA AVEMIDDLETOWNOH45042311023843501 (C)(3)5057GENERAL SUPPORT
GIRL SCOUTS - GREAT RIVERS COUNCIL INC
4930 CORNELL RDCINCINNATIOH45242310679091501 (C)(3)28808LEADERSHIP PROGRAM
GREAT MIAMI VALLEY YMCA
105 N SECOND STHAMILTONOH45011310536719501 (C)(3)132283GENERAL SUPPORT
HAMILTON LIVING WATER MINISTRY INC
734 SYCAMORE STHAMILTONOH45011262606598501 (C)(3)90683NEIGHBORHOOD SERVICE CENTER AND CHILDREN'S AND TEEN CENTER
REACH OUT LAKOTA
PO BOX 362WEST CHESTEROH45071311356940501 (C)(3)7529GENERAL SUPPORT
LIFESPAN INC
1900 FAIRGROVE AVEHAMILTONOH45011310536660501 (C)(3)75230COUNSELING SERVICES
LIGHTHOUSE MINISTRIES
626 RIDGELAWN AVEHAMILTONOH45011311577220501 (C)(3)16834FOOD PANTRY AND GENERAL SUPPORT
MERCY FRANCISCAN AT ST RAPHAEL INC
610 HIGH STHAMILTONOH45011202934871501 (C)(3)118377NURSING, EMERGENCY HOUSING SERVICES AND CHOICE PANTRY
PARACHUTE SPECIAL ADVOCATES FOR CHILDREN OF BUTLER COUNTY
282 N FAIR AVEHAMILTONOH45011311230170501 (C)(3)43991GENERAL SUPPORT
PARTNERS IN PRIME
140 ROSS AVEHAMILTONOH45013310569735501 (C)(3)34506GENERAL SUPPORT, TRANSPORTATION SERVICES AND SENIOR CENTERS
SHARED HARVEST FOODBANK INC
5901 DIXIE HWYFAIRFIELDOH45014311096571501 (C)(3)79325BACK PACK PROGRAM AND FOODBANK
SUPPORTS TO ENCOURAGE LOW-INCOME FAMILIES
1790 AB S ERIE BLVDHAMILTONOH45012311445223501 (C)(3)5600HOMELESS SUPPORT AND LITERACY PROGRAM
YWCA OF HAMILTON OHIO
244 DAYTON STHAMILTONOH45011310537167501 (C)(3)8548SHELTER SUPPORT AND LITERACY PROGRAM
THE CENTER FOR FAMILY SOLUTIONS
400 N ERIE HWY STE CHAMILTONOH45011510650689501 (C)(3)13882GENERAL SUPPORT
WOMEN HELPING WOMEN
215 E 9TH STCINCINNATIOH45202310864991501 (C)(3)25052GENERAL SUPPORT
ANIMAL FRIENDS HUMANE SOCIETY
820 PRINCETON RDHAMILTONOH45011310588218501 (C)(3)5397GENERAL SUPPORT
SALVATION ARMY HAMILTON
235 LUDLOW STHAMILTONOH45011501 (C)(3)5122GENERAL SUPPORT
UNITED WAY OF GREATER CINCINNATI
2400 READING RDCINCINNATIOH45202310537502501 (C)(3)9694GENERAL SUPPORT
WARREN COUNTY UNITED WAY
645 OAK STLEBANONOH45036237132362501 (C)(3)6301GENERAL SUPPORT
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants28TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: FUNDING DECISIONS ARE DETERMINED USING THE FOLLOWING: PROGRAM OUTCOMES REVIEW, UNITED WAY'S FUNDING AGREEMENT CRITERIA, AVAILABLE FUNDS PER IMPACT AREA. OUTCOME AND PROGRAM DEVELOPMENT TECHNICAL SUPPORT WAS OFFERED TO ALL AGENCIES THROUGHOUT THE YEAR.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION A, LINE 7ATHE ORGANIZATION HAS AN ANNUAL MEETING. COMMUNITY MEMBERS ARE INVITED TO ATTEND AND ANY COMMUNITY MEMBER OVER AGE 18 MAY ELECT ELIGIBLE BOARD MEMBERS.
FORM 990, PART VI, SECTION B, LINE 11A COPY OF THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION ASKS THE BOARD OF TRUSTEES TO DISCLOSE ANY CONFLICT OF INTEREST ISSUES ON AN ANNUAL BASIS. THE ORGANIZATION ALSO WILL ADDRESS ANY POTENTIAL CONFLICTS THAT ARISE THROUGHOUT THE YEAR.
FORM 990, PART VI, SECTION B, LINE 15ATHE CEO RECEIVES AN ANNUAL PERFORMANCE REVIEW BY THE BOARD OF TRUSTEES. A FAVORABLE REVIEW LEADS TO A COMPENSATION INCREASE IF FUNDS ARE AVAILABLE. THE UNITED WAY OF AMERICA SALARY SURVEY IS USED IN AN EFFORT TO KEEP COMPENSATION AT THE INDUSTRY STANDARD. THE CFO RECEIVES AN ANNUAL PERFORMANCE REVIEW FROM THE CEO. THE UNITED WAY OF AMERICA SALARY SURVEY IS USED IN AN EFFORT TO KEEP COMPENSATION AT THE INDUSTRY STANDARD.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENT AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 2CTHE PROCESS HASN'T CHANGED FROM PRIOR YEAR.

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