2014-02-11T10:49:38-06:00 2013-06-30 310800053 CLARK SCHAEFER HACKETT & CO 10100 INNOVATION DR SUITE 400 DAYTON OH 45342 990 2012-07-01 310734490 BUTLER COUNTY UNITED WAY BUTL 5138630800 323 NORTH THIRD STREET HAMILTON OH 45011 JANICE C TROUTMAN 5138630800 2014-01-29 1 ROBIN M DENNIS P00999809 9372260070 2014-01-29 2012 2015-11-30 17:44:51Z JANICE C TROUTMAN 323 NORTH THIRD STREET HAMILTON OH 45011 3326109 0 X WWW.BC-UNITEDWAY.ORG X 1920 OH CONNECT RESOURCES TO IMPORTANT COMMUNITY NEEDS. 11 11 7 541 0 0 1830109 1856121 0 0 12193 77625 45944 -217 1888246 1933529 1258300 1253200 0 0 514422 439089 0 0 288228 169210 138131 1941932 1830420 -53686 103109 2115973 2150765 1229087 1172836 886886 977929 X CONNECT 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. 0 0 1461475 1253200 7848 BUTLER 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. RESOURCE 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. A 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. 1461475 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 7 1 0 0 0 0 0 1 1 0 0 0 0 X 11 11 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 0 1 0 0 OH X JANICE C TROUTMAN 5138630800 323 NORTH THIRD STREET HAMILTON OH 45011 KAREN MUELLER 5.00 X X 0 0 0 JIM SELL 0.80 X 0 0 0 SHELLY WALLPE 0.80 X 0 0 0 AMY WALDBILLIG 0.80 X 0 0 0 SHAWN HAMILTON 0.80 X 0 0 0 DAVE YEAGER 0.80 X 0 0 0 TOM DASKALAKIS 0.80 X 0 0 0 DOUG MANWARING 0.80 X 0 0 0 WOODY FITTON 0.80 X 0 0 0 PETER ABNER 0.80 X 0 0 0 CONNIE FRAZIER 0.80 X 0 0 0 BRUCE JEWETT 40.00 X 90411 0 0 JAN TROUTMAN 40.00 X 73659 0 6278 164070 0 6278 0 0 0 0 0 888500 27103 940518 10760 1856121 16878 16878 1429759 1369012 60747 60747 60747 15503 27103 23568 -8065 -8065 ADMIN FEES AND RECOVERY COSTS 561000 5247 5247 ACCOUNTING SERVICES 541200 1601 1601 OTHER 900099 1000 1000 7848 1933529 7848 0 69560 1253200 1253200 174954 65221 30230 79503 185506 78450 7736 99320 10244 3992 816 5436 32534 12750 3414 16370 35851 13395 5913 16543 14765 5664 2106 6995 969 372 138 459 20180 4767 1708 13705 10478 2680 2724 5074 10760 4304 1141 5315 22347 9270 1710 11367 3837 69 1006 2762 5207 1637 3570 7628 3051 809 3768 EQUIPMENT MAINTENANCE A 17306 3186 10186 3934 MEMBERSHIP DUES 14152 375 578 13199 BANK FEES 8528 8528 AWARDS AND INCENTIVES 1974 729 337 908 1830420 1461475 80717 288228 97529 56983 225478 186946 933718 993655 1811 1148 465665 462187 11106 3478 423831 476638 422500 431917 2115973 2150765 20480 19829 13642 7160 40241 42421 1154724 1103426 1229087 1172836 X 833508 927744 53378 50185 886886 977929 2115973 2150765 103109 -12066 0 X X 0 1 X 1 0 X 2602999 2125255 2071359 1830109 1856121 10485843 2602999 2125255 2071359 1830109 1856121 10485843 271430 10214413 26690 23682 22142 12193 16878 101585 8592 56976 51165 35445 7848 160026 10747454 139964 0.95040 0.93500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 316254 -148 316106 317439 -1185 316254 315415 2024 317439 325528 -10113 315415 441168 -115640 325528 1.00000 1 0 343960 340482 3478 121705 121705 0 3478 US BANCORP - CUSTODIAL - UNEMP 42420 BOARD DESIGNATED INVESTMENTS 316106 BENEFICIAL INTEREST 73391 431917 ALLOCATIONS PAYABLE 1103426 1103426 X 1595430 -12066 40000 23568 51502 1543928 389601 389601 1933529 1504387 40000 23568 63568 1440819 389601 389601 1830420 PART IV, LINE 2B: THE BUTLER COUNTY UNITED WAY ADMINISTERS AND ACTS AS CUSTODIAN FOR AN UNEMPLOYMENT FUND FOR OTHER NOT-FOR-PROFIT ORGANIZATIONS. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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 UNCERTAIN TAX POSITIONS UNDER FIN 48: 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: EXPENSES ASSOCIATED WITH SPECIAL EVENTS ON 990 PART VIII, LINE 8B 23,568. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS TO SPECIFIC ORGANIZATIONS 389,601. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES ASSOCIATED WITH SPECIAL EVENTS ON 990 PART VIII, LINE 8B 23,568. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS TO SPECIFIC ORGANIZATIONS 389,601. GOLF OUTING 22200 15149 7051 7051 CHICAGO BUS TRIPS 9250 2256 6994 6819 8 11156 9698 1458 9698 42606 27103 15503 23568 23568 -8065 1 ALCOHOL & CHEMICAL ABUSE COUNCIL 2935 HAMILTON-MASON RD HAMILTON OH 45011 310784671 501 (C)(3) 47345 SUBSTANCE ABUSE PREVENTION AND FAMILY MEDIATION PROJECT AMERICAN RED CROSS 112 N 2ND ST HAMILTON OH 45011 530196605 501 (C)(3) 18832 GENERAL SUPPORT BIG BROTHERS BIG SISTERS OF BUTLER COUNTY INC 5539 EUREKA DR HAMILTON OH 45011 310846147 501 (C)(3) 120448 MENTORING PROGRAMS BOYS & GIRLS CLUB OF HAMILTON INC 958 EAST AVE HAMILTON OH 45011 310616383 501 (C)(3) 86956 AFTER SCHOOL YOUTH DEVELOPMENT CATHOLIC CHARITIES SOUTHWESTERN OHIO 140 N 5TH ST HAMILTON OH 45011 310536968 501 (C)(3) 100320 COUNSELING AND SEXUAL ABUSE TREATMENT CINCINNATI ASSOCIATION FOR THE BLIND AND VISUALLY IMPAIRED 2045 GILBERT AVE CINCINNATI OH 45202 310538511 501 (C)(3) 18685 GENERAL SUPPORT DAN BEARD COUNCIL BOY SCOUTS OF AMERICA 2331 VICTORY PKWY CINCINNATI OH 45206 310536651 501 (C)(3) 42709 GENERAL SUPPORT EVERY CHILD SUCCEEDS 333 BURNET AVE CINCINNATI OH 45229 311628467 501 (C)(3) 42444 HOME VISITATIONS FAIRFIELD FOOD PANTRY 1085 MAGIE AVE FAIRFIELD OH 45014 311468906 501 (C)(3) 12829 GENERAL SUPPORT FAMILY SERVICE OF MIDDLETOWN 1311 COLUMBIA AVE MIDDLETOWN OH 45042 311023843 501 (C)(3) 5057 GENERAL SUPPORT GIRL SCOUTS - GREAT RIVERS COUNCIL INC 4930 CORNELL RD CINCINNATI OH 45242 310679091 501 (C)(3) 28808 LEADERSHIP PROGRAM GREAT MIAMI VALLEY YMCA 105 N SECOND ST HAMILTON OH 45011 310536719 501 (C)(3) 132283 GENERAL SUPPORT HAMILTON LIVING WATER MINISTRY INC 734 SYCAMORE ST HAMILTON OH 45011 262606598 501 (C)(3) 90683 NEIGHBORHOOD SERVICE CENTER AND CHILDREN'S AND TEEN CENTER REACH OUT LAKOTA PO BOX 362 WEST CHESTER OH 45071 311356940 501 (C)(3) 7529 GENERAL SUPPORT LIFESPAN INC 1900 FAIRGROVE AVE HAMILTON OH 45011 310536660 501 (C)(3) 75230 COUNSELING SERVICES LIGHTHOUSE MINISTRIES 626 RIDGELAWN AVE HAMILTON OH 45011 311577220 501 (C)(3) 16834 FOOD PANTRY AND GENERAL SUPPORT MERCY FRANCISCAN AT ST RAPHAEL INC 610 HIGH ST HAMILTON OH 45011 202934871 501 (C)(3) 118377 NURSING, EMERGENCY HOUSING SERVICES AND CHOICE PANTRY PARACHUTE SPECIAL ADVOCATES FOR CHILDREN OF BUTLER COUNTY 282 N FAIR AVE HAMILTON OH 45011 311230170 501 (C)(3) 43991 GENERAL SUPPORT PARTNERS IN PRIME 140 ROSS AVE HAMILTON OH 45013 310569735 501 (C)(3) 34506 GENERAL SUPPORT, TRANSPORTATION SERVICES AND SENIOR CENTERS SHARED HARVEST FOODBANK INC 5901 DIXIE HWY FAIRFIELD OH 45014 311096571 501 (C)(3) 79325 BACK PACK PROGRAM AND FOODBANK SUPPORTS TO ENCOURAGE LOW-INCOME FAMILIES 1790 AB S ERIE BLVD HAMILTON OH 45012 311445223 501 (C)(3) 5600 HOMELESS SUPPORT AND LITERACY PROGRAM YWCA OF HAMILTON OHIO 244 DAYTON ST HAMILTON OH 45011 310537167 501 (C)(3) 8548 SHELTER SUPPORT AND LITERACY PROGRAM THE CENTER FOR FAMILY SOLUTIONS 400 N ERIE HWY STE C HAMILTON OH 45011 510650689 501 (C)(3) 13882 GENERAL SUPPORT WOMEN HELPING WOMEN 215 E 9TH ST CINCINNATI OH 45202 310864991 501 (C)(3) 25052 GENERAL SUPPORT ANIMAL FRIENDS HUMANE SOCIETY 820 PRINCETON RD HAMILTON OH 45011 310588218 501 (C)(3) 5397 GENERAL SUPPORT SALVATION ARMY HAMILTON 235 LUDLOW ST HAMILTON OH 45011 501 (C)(3) 5122 GENERAL SUPPORT UNITED WAY OF GREATER CINCINNATI 2400 READING RD CINCINNATI OH 45202 310537502 501 (C)(3) 9694 GENERAL SUPPORT WARREN COUNTY UNITED WAY 645 OAK ST LEBANON OH 45036 237132362 501 (C)(3) 6301 GENERAL SUPPORT 28 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE 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. FORM 990, PART VI, SECTION A, LINE 7A THE 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 11 A 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 12C THE 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 15A THE 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 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENT AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 2C THE PROCESS HASN'T CHANGED FROM PRIOR YEAR.