2025-12-09T11:07:37-05:00 2025-06-30 MCCRATE DELAET & CO PO BOX 339 SIDNEY OH 453650339 990 2024-07-01 344473288 SHELBY COUNTY UNITED WAY SHEL 9374922101 232 S OHIO AVE SIDNEY OH 453650751 ALEX LOCHARD BOARD CHAIR 9374922101 2025-12-09 true true SCOTT J STEINEMAN P01795451 9374923161 2025-12-09 2024 2025-03-06 01:10:19Z SHELBY COUNTY UNITED WAY ALEX LOCHARD 903 WAPAKONETA AVENUE SIDNEY OH 45365 1802760 false X SHELBYCOUNITEDWAY.ORG X 1957 OH SHELBY COUNTY UNITED WAY, INC. CONDUCTS AN ANNUAL FUND RAISING CAMPAIGN TO PROVIDE FUNDING TO HUMAN SERVICE ORGANIZATIONS IN SHELBY COUNTY. OUR MISSION IS TO CONTINUALLY IDENTIFY, EVALUATE AND MAKE POSSIBLE THE HUMAN SERVICES NEEDED IN OUR COMMUNITY. WE STRIVE TO PROMOTE THE VALUES OF COMPASSION, INTEGRITY, COMMUNITY, LEADERSHIP, SERVICE AND VOLUNTEERISM IN OUR ORGANIZATION AND IN THE AREAS THAT WE SERVE. THE VISION OF THE SHELBY COUNTY UNITED WAY IS TO LEAD COLLABORATIVE EFFORTS IN BUILDING A BETTER COMMUNITY. 20 20 5 379 0 1495397 1446992 0 36928 80488 51030 50208 1583355 1577688 1118779 1121584 0 232780 223363 0 163582 128608 172267 1480167 1517214 103188 60474 2290516 2321215 1150837 1140718 1139679 1180497 X SHELBY COUNTY UNITED WAY, INC. CONDUCTS AN ANNUAL FUND RAISING CAMPAIGN TO PROVIDE FUNDING TO HUMAN SERVICE ORGANIZATIONS IN SHELBY COUNTY. OUR MISSION IS TO CONTINUALLY IDENTIFY, EVALUATE AND MAKE POSSIBLE THE HUMAN SERVICES NEEDED IN OUR COMMUNITY. WE STRIVE TO PROMOTE THE VALUES OF COMPASSION, INTEGRITY, COMMUNITY, LEADERSHIP, SERVICE AND VOLUNTEERISM IN OUR ORGANIZATION AND IN THE AREAS THAT WE SERVE. THE VISION OF THE SHELBY COUNTY UNITED WAY IS TO LEAD COLLABORATIVE EFFORTS IN BUILDING A BETTER COMMUNITY. false false 1212608 1121584 ANNUAL FUND RAISING CAMPAIGN THAT SUPPORTS OVER 40 ORGANIZATIONS AND PROGRAMS THROUGH THE PARTNER AGENCY ALLOCATIONS PROCESS AND SPECIAL PROJECT GRANTS. ASSISTS WITH IDENTIFYING, ASSESSING, AND IMPLEMENTING HUMAN SERVICES IN SHELBY COUNTY. FACILITATES AN ALLOCATION PROCESS IN COLLABORATION WITH COMMUNITY VOLUNTEERS TO DETERMINE AND DISTRIBUTE FUNDS RAISED THROUGH THE ANNUAL CAMPAIGN TO LOCAL NON-PROFIT HEALTH AND HUMAN SERVICE PROGRAMS. PROVIDES TRAINING, COACHING, AND CONSULTATION FOR LOCAL AGENCIES, VOLUNTEERS, AND COMMUNITY DONORS. SERVICE: INFORMATION & REFERRAL AND COMMUNITY COLLABORATION ACTIVITIES. COMMUNITY IMPACT MEASURES THAT OUR ORGANIZATION PROVIDES INCLUDE THE PROMOTION, HEALTH AND WELL BEING OF ELIGIBLE INDIVIDUALS WITH MEDICAL NEEDS AND DEVELOPMENTAL DISABILITIES, THE STRENGTHENING OF FAMILIES AND INDIVIDUALS, THE INVESTING OF OUR SERVICES IN THE YOUTH AND CHILDREN OF THE COMMUNITY, THE ENRICHMENT OF THE LIVES OF SENIORS AND THE CARING FOR PEOPLE IN CRISIS. AGENCY: SHELBY COUNTY UNITED WAY ADDRESS: 232 S OHIO AVE., P.O. BOX 751, SIDNEY, OH 45365-0751 PHONE: 937-492-2101 FAX: 937-492-1552 E-MAIL: SBARR@SHELBYCOUNITEDWAY.ORG HOURS: 8:30 AM - 5:00 PM SERVICE AREA: SHELBY COUNTY FEE POLICY: N/A ELIGIBILITY: RESIDENTS AND EMPLOYEES OF SHELBY COUNTY CAN ACCESS UNITED WAY AGENCY SERVICES 1212608 true true false true false false false false false true true false false false true false true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 0 0 5 true false false false false false false false false X 20 20 false false false false false false false true true false false true true true true true true true false false OH X X JAYNE SMITH 9374922101 232 S OHIO AVE SIDNEY OH 45365 KARLA YOUNG EXECUTIVE DI 40.00 X 117192 0 0 NATE BARHORST SECRETARY X 0 0 0 SARAH BURMEISTER BOARD MEMBER X 0 0 0 HANNAH DAPORE 2ND VICE CHA X X 0 0 0 KIM DOAK BOARD MEMBER X 0 0 0 DAWN EILERT BOARD MEMBER X 0 0 0 ROXANNE HEPFER 1ST VICE CHA X 0 0 0 JIM HILL BOARD MEMBER X 0 0 0 ASHLEY HIMES BOARD MEMBER X 0 0 0 BRAD HOGE BOARD MEMBER X 0 0 0 MARK KAUFMAN BOARD MEMBER X 0 0 0 ALEX LOCHARD BOARD CHAIR X X 0 0 0 RYAN MAIER BOARD MEMBER X 0 0 0 ERIC NOBLE TREASURER X 0 0 0 AARON RODE BOARD MEMBER X 0 0 0 ADITYA SAKHALKAR BOARD MEMBER X 0 0 0 MICHAEL SCARPELLI BOARD MEMBER X 0 0 0 MARK SEERY BOARD MEMBER X 0 0 0 RYAN SHURTS BOARD MEMBER X 0 0 0 GREG SNYDER BOARD MEMBER X 0 0 0 ADAM VANDERHORST BOARD MEMBER X 0 0 0 JENNY VANMATRE BOARD MEMBER X 0 0 0 KATY ZIMPFER PAST BOARD C X X 0 0 0 117192 1 false false false 1446992 1446992 69015 69015 236545 225072 11473 11473 11473 GIFTS IN KIND 14497 14497 ADMIN FEE RETAINED (INCOME ST 13962 13962 MISC INCOME 5055 5055 16694 16694 50208 1577688 11473 119223 1121584 1121584 117192 30470 43361 43361 83999 21839 31080 31080 22172 5765 8203 8204 20931 1047 19884 5942 1545 1961 2436 3291 856 1217 1218 30283 4791 13709 11783 15353 15353 12174 4058 4058 4058 4384 1140 1622 1622 ENHANCED GIVING 42188 42188 OTHER OPERATING EXPENSES: 17632 17632 OTHER OPERATING-G&A 15929 15929 OTHER OPERATING-PROGRAM 4160 4160 1517214 1212608 141024 163582 X 50 50 1075344 972555 385364 419188 11132 23483 15003 14131 8480 762956 848428 52671 61382 2290516 2321215 128446 75037 1018000 1048641 4391 17040 1150837 1140718 X 752153 759360 387526 421137 1139679 1180497 2290516 2321215 X 60474 59879 -79535 X false true X true false X 1313293 1341912 1500719 1495397 1446992 7098313 1313293 1341912 1500719 1495397 1446992 7098313 690097 6408216 17354 16017 30579 41184 69015 174149 41591 34906 100683 51030 50208 278418 7550880 0.84870 0.85400 X PART II, LINE 10 ADMINISTRATIVE FEE 228,210 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1585629 1585629 229281 57320 221591 225173 229281 229281 905326 1357989 55398 56293 57320 57320 226331 339497 42875 4119 486994 483906 1031 482875 452166 31740 483906 449937 2229 452166 391857 58080 449937 1.00000 false false DEFERRED REVENUE 17040 17040 1445146 59879 59879 1385267 192421 192421 1577688 1404328 1404328 112886 112886 1517214 SCHEDULE D, PAGE 4, PART XI, LINE 4B DIRECT AGENCY DONOR DESIGNATIONS 112,886 OTHER UNITED WAY DONATION 79,535 SCHEDULE D, PAGE 4, PART XII, LINE 4B DIRECT AGENCY DONOR DESIGNATIONS 112,886 -6,523 BOOK / TAX DEPRECIATION DIFFERENCE 6,523 false 211 PROGRAMMING 232 S OHIO AVE SIDNEY OH 45365 344473288 C 6635 AGENCY SUPPORT AGAPE 209 BROOKLYN AVE PO BOX 808 SIDNEY OH 45365 300224502 3 15000 HEALTH & WELL BEING AGENCY ALLOCATIONS POWER 419 N BUCKEYE AVE SIDNEY OH 45365 135562351 65924 COMMUNITY IMPACT AGENCY ALLOCATIONSIMPACT PRO SHELBY COUNTY COURT HOUSE SIDNEY OH 45365 GOV 15000 FAMILY SERVICES AGENCY ALLOCATIONSIMAGINATION LIBR 230 E NORTH ST SIDNEY OH 45365 346401347 C 15000 COMMUNITY INITIATIVE AGENCY ALLOCATIONSWFP CAREER COUNS 101 S OHIO AVE FLOOR 2 SIDNEY OH 45365 463086586 3 15000 COMMUNITY INITIATIVE ALPHA COMMUNITY CENTER 330 E COURT STREET SIDNEY OH 45365 311131824 3 55000 FAMILY SERVICES ALTERNATIVE SCHOOL 129 EAST COURT STREET SIDNEY OH 45365 346401343 3 10000 INVESTING IN YOUTH CATHOLIC SOCIAL SERVICES - COUNSELI 1201 FAIRINGTON DRIVE SIDNEY OH 45365 310536645 3 40000 SENIOR SERVICES CHRISTMAS DINNER 3 8621 CLEAR CREEK FARMS PO BOX 1433 PIQUA OH 45356 310982443 3 10000 FAMILY SERVICES COMPASSIONATE CARE 124 NORTH OHIO AVE SIDNEY OH 45365 208479583 3 70000 HEALTH & WELL BEING EMERGENCY HOUSING & UTILITIES 330 E COURT ST SIDNEY OH 45365 311131824 3 18000 PEOPLE IN CRISIS MERCY MISSION HOUSE 950 CHILDRENS HOME ROAD SIDNEY OH 45365 862848457 3 85000 PEOPLE IN CRISIS MIAMI VALLEY BOY SCOUT COUNCIL 4999 NORTHCUTT PLACE DAYTON OH 45414 310537124 3 22000 INVESTING IN YOUTH MIDWEST REGIONAL ESC ALT SCHOOL 129 E COURT ST SIDNEY OH 45365 465034225 3 18000 INVESTING IN YOUTH NEW CHOICES PO BOX 4182 SIDNEY OH 45365 311125935 3 60000 PEOPLE IN CRISIS REHAB CENTER FOR NEUROLOGICAL DEV 1306 GARBRY ROAD PIQUA OH 45356 237202001 3 20000 HEALTH & WELL BEING SAFE HAVEN 633 NORTH WAYNE ST PIQUA OH 45356 311458088 3 20000 HEALTH & WELL BEING SAMARITAN WORKS 230 W POPLAR STREET SIDNEY OH 45365 200771376 3 55000 PEOPLE IN CRISIS SENIOR CENTER OF SIDNEY SHELBY COUN 304 S WEST AVE SIDNEY OH 45365 341845676 3 30000 HEALTH & WELL BEING SENIOR HEALTH-CATHOLIC SOCIAL SERVI 1201 FAIRINGTON DR SIDNEY OH 45365 310536645 3 45000 SENIOR SERVICES SHELBY CO FAMILY & CHILDREN FIRST 1200 CHILDRENS HOME ROAD SIDNEY OH 45365 3 10000 FAMILY SERVICES SHELBY COUNTY ARC PO BOX 544 SIDNEY OH 45365 346408693 3 15000 HEALTH & WELL BEING SHELBY COUNTY-CASAGAL PO BOX 4187 SIDNEY OH 45365 GOV 30000 INVESTING IN YOUTH SHERIFF STAR HOUSE 555 GEARHART RD SIDNEY OH 45365 346401342 3 35000 PEOPLE IN CRISIS SPECIAL PROJECTS 232 S OHIO AVE SIDNEY OH 45365 344473288 3 71633 INVESTING IN COMMUNI STUDENT UNITED WAY 232 S OHIO AVE SIDNEY OH 45365 344473288 C 15451 AGENCY SUPPORT VICTIM SERVICES 202 EAST POPLAR STREET SIDNEY OH 45365 346401342 3 45000 PEOPLE IN CRISIS WILMA VALENTINE AGENCY 1200 SOUTH CHILDRENS HOME RD SIDNEY OH 45365 311596196 3 80000 FAMILY SERVICES YMCA CHILDCARE DEV CENTER 300 PARKWOOD STREET SIDNEY OH 45365 346596911 3 120000 FAMILY SERVICES FORM 990, PAGE 1, ITEM C SHELBY COUNTY UNITED WAY FORM 990 - ORGANIZATION'S MISSION SHELBY COUNTY UNITED WAY, INC. CONDUCTS AN ANNUAL FUND RAISING CAMPAIGN TO PROVIDE FUNDING TO HUMAN SERVICE ORGANIZATIONS IN SHELBY COUNTY. OUR MISSION IS TO CONTINUALLY IDENTIFY, EVALUATE AND MAKE POSSIBLE THE HUMAN SERVICES NEEDED IN OUR COMMUNITY. WE STRIVE TO PROMOTE THE VALUES OF COMPASSION, INTEGRITY, COMMUNITY, LEADERSHIP, SERVICE AND VOLUNTEERISM IN OUR ORGANIZATION AND IN THE AREAS THAT WE SERVE. THE VISION OF THE SHELBY COUNTY UNITED WAY IS TO LEAD COLLABORATIVE EFFORTS IN BUILDING A BETTER COMMUNITY. FORM 990, PAGE 2, PART III, LINE 4A ANNUAL FUND RAISING CAMPAIGN THAT SUPPORTS OVER 40 ORGANIZATIONS AND PROGRAMS THROUGH THE PARTNER AGENCY ALLOCATIONS PROCESS AND SPECIAL PROJECT GRANTS. ASSISTS WITH IDENTIFYING, ASSESSING, AND IMPLEMENTING HUMAN SERVICES IN SHELBY COUNTY. FACILITATES AN ALLOCATION PROCESS IN COLLABORATION WITH COMMUNITY VOLUNTEERS TO DETERMINE AND DISTRIBUTE FUNDS RAISED THROUGH THE ANNUAL CAMPAIGN TO LOCAL NON-PROFIT HEALTH AND HUMAN SERVICE PROGRAMS. PROVIDES TRAINING, COACHING, AND CONSULTATION FOR LOCAL AGENCIES, VOLUNTEERS, AND COMMUNITY DONORS. SERVICE: INFORMATION & REFERRAL AND COMMUNITY COLLABORATION ACTIVITIES. COMMUNITY IMPACT MEASURES THAT OUR ORGANIZATION PROVIDES INCLUDE THE PROMOTION, HEALTH AND WELL BEING OF ELIGIBLE INDIVIDUALS WITH MEDICAL NEEDS AND DEVELOPMENTAL DISABILITIES, THE STRENGTHENING OF FAMILIES AND INDIVIDUALS, THE INVESTING OF OUR SERVICES IN THE YOUTH AND CHILDREN OF THE COMMUNITY, THE ENRICHMENT OF THE LIVES OF SENIORS AND THE CARING FOR PEOPLE IN CRISIS. AGENCY: SHELBY COUNTY UNITED WAY ADDRESS: 232 S OHIO AVE., P.O. BOX 751, SIDNEY, OH 45365-0751 PHONE: 937-492-2101 FAX: 937-492-1552 E-MAIL: SBARR@SHELBYCOUNITEDWAY.ORG HOURS: 8:30 AM - 5:00 PM SERVICE AREA: SHELBY COUNTY FEE POLICY: N/A ELIGIBILITY: RESIDENTS AND EMPLOYEES OF SHELBY COUNTY CAN ACCESS UNITED WAY AGENCY SERVICES FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF FORM 990 IS PRESENTED TO THE GOVERNING BODY PRIOR TO THE FILING. THE GOVERNING BODY THEN REVIEWS AND APPROVES THE FORM 990 AT ITS REGULAR MEETING. FORM 990, PAGE 6, PART VI, LINE 12C VOLUNTEERS, TRUSTEES AND STAFF WHO BECOME AWARE OF A CONFLICT OF INTEREST MUST DISCLOSE IT TO THE BOARD OF TRUSTEES. THIS DISCLOSURE IS REQUIRED TO BE MADE PRIOR TO THE BOARD'S FORMAL DISCUSSION REGARDING AN ISSUE WHICH FORMS THE BASIS OF THE CONFLICT OF INTEREST. FORM 990, PAGE 6, PART VI, LINE 15A THE ORGANIZATION'S PROCESS FOR THE DETERMINATION OF COMPENSATION FOR THE EXECUTIVE DIRECTOR INCLUDES THE COMPARISON OF ORGANIZATIONS SIMILAR IN BOTH SIZE AND JOB RESPONSIBILITIES. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 DIRECT AGENCY DONOR DESIGNATIONS -112,886 OTHER UNITED WAY DONATION -79,535 DIRECT AGENCY DONOR DESIGNATIONS 112,886 -6,523 BOOK / TAX DEPRECIATION DIFFERENCE 6,523 TOTAL -79,535