BUTLER COUNTY UNITED WAY: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BUTLER COUNTY UNITED WAY (EIN 31-0734490)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-01-09
IRS object ID
202620139349302372
Schema version
2024v5.0
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)
Return2026-01-09T08:48:52-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN310998651PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOLBROOK & MANTER INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1103 PROFESSIONAL PARKWAYAddressLine1Txt
CityMARYSVILLECityNm
State AbbreviationOHStateAbbreviationCd
ZIP43040ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN310734490EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BUTLER COUNTY UNITED WAYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBUTLBusinessNameControlTxt
Phone5138630800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1323 NORTH THIRD STREETAddressLine1Txt
CityHAMILTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45011ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAMELA COTTLEPersonNm
Person TitlePRESIDENT/CEOPersonTitleTxt
Phone5138630800PhoneNum
Signature2025-01-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK A WELP CPAPreparerPersonNm
PTINP01856047PTIN
Phone9376448175PhoneNum
Preparation2026-01-06PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPAMELA COTTLEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1323 NORTH THIRD STREETAddressLine1Txt
CityHAMILTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45011ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,466,178GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BC-UNITEDWAY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1920FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionCONNECT 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 COLLABRATING WITH COMMUNITY PARTNERS. THE ORGANIZATIONS USES COMMUNITY INPUT TO SOLVE COMMUNITY ISSUES.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers834TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$1,602,471PYContributionsGrantsAmt
CY Contributions Grants$1,398,527CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$61,012PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$4,559PYOtherRevenueAmt
CY Other Revenue$67,651CYOtherRevenueAmt
PY Total Revenue$1,668,042PYTotalRevenueAmt
CY Total Revenue$1,466,178CYTotalRevenueAmt
PY Grants And Similar Paid$836,208PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$787,629CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$433,602PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$463,131CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$286,370CYTotalFundraisingExpenseAmt
PY Other Expenses$237,764PYOtherExpensesAmt
CY Other Expenses$276,175CYOtherExpensesAmt
PY Total Expenses$1,507,574PYTotalExpensesAmt
CY Total Expenses$1,526,935CYTotalExpensesAmt
PY Revenues Less Expenses$160,468PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$60,757CYRevenuesLessExpensesAmt
Total Assets BOY$3,407,463TotalAssetsBOYAmt
Total Assets EOY$3,607,374TotalAssetsEOYAmt
Total Liabilities BOY$1,212,685TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,243,352TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,194,778NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,364,022NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionCONNECT 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 PRIORTIZE 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.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$361,897ExpenseAmt
DescBUTLER COUNTY UNITED WAY CONNECTS AND MOBILIZES RESOURCES TO IMPROVE LIVES. THE RESOURCES MAY INCLUDE FUNDRAISING, GRANT WRITING, OR DEVELOPING COLLABORATIONS THAT BEST ADDRESS THE IDENTIFIED ISSUES. THE BUTLER COUNTY UNITED WAY'S EFFORTS ARE ALIGNED WITH UNITED WAY WORLDWIDE AND SURROUNDING UNITED WAYS. THE FOCUS IS BASED ON THREE BUILDING BLOCKS FOR INDIVIDUALS AND FAMILIES TO ACHIEVE THEIR HUMAN POTENTIAL THROUGH EDUCATION, INCOME, AND HEALTH.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$787,629ExpenseAmt
Grant$787,629GrantAmt
DescTHERE ARE THREE SEPARATE ACTION COUNCILS TO FOCUS ON EACH BUILDING BLOCK, THOSE ARE EDUCATION, INCOME (SELF SUFFICIENCY) AND HEALTH. EACH COUNCIL IS COMPOSED OF COMMUNITY EXPERTS AND PROGRAM EXPERTS, WHO DEVELOPED THE PORPOSED STRATEGIES AND MEASURABLE INDICATORS FOR THE RFPS RELEASED TO ALL NON-PROFITS IN BUTLER COUNTY. THE THREE COUNCILS' MEMBERS MANAGED THE PROCESS, INCLUDED REVIEWING ALL PROPOSALS, AND THEN MAKING AWARDS TO THOSE MOST IN ALIGNMENT WITH THE OUTCOMES IDENTIFIED IN THE RFP. RECOMMENDATIONS OF THE THREE COUNCILS ARE SUBMITTED FOR APPROVAL TO THE BOARD OF TRUSTEES FOR A FINAL DETERMINATION.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,149,526TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee6EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKATHY SWINNEYPersonNm
Phone5138630800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1323 NORTH THIRD STREETAddressLine1Txt
CityHAMILTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45011ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
PAMELA COTTLE
PRESIDENT/CE40.00Yes (X)$93,125$0$12,670
KEVIN MCKINNEY
TREASURER0.80Yes (X)$0$0$0Yes (X)
MARIANN PENSKA
SECRETARY0.80$0$0$0Yes (X)
ANDREW SCHNELL
CHAIRPERSON0.80Yes (X)$0$0$0Yes (X)
MARCIA ANDREW
VICE CHAIRPE0.80Yes (X)$0$0$0Yes (X)
LARRY MULLIGAN
PAST CHAIR0.80Yes (X)$0$0$0Yes (X)
MICHAEL JORDAN
MEMBER0.80$0$0$0Yes (X)
SUSAN BREMER
MEMBER0.80$0$0$0Yes (X)
BRIAN CHAMBERLAIN
MEMBER0.80$0$0$0Yes (X)
MICHAEL HOLBROOK
MEMBER0.80$0$0$0Yes (X)
SHARON KLEIN
MEMBER0.80$0$0$0Yes (X)
KIM MCKINNEY
MEMBER0.80$0$0$0Yes (X)
QUINTON MOSS
MEMBER0.80$0$0$0Yes (X)
JENNIFER JACKSON
MEMBER0.80$0$0$0Yes (X)
WALLY ZANCAN
MEMBER0.80$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$93,125TotalReportableCompFromOrgAmt
Total Other Compensation$12,670TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Federated Campaigns$1,309,020FederatedCampaignsAmt
All Other Contributions$89,507AllOtherContributionsAmt
Noncash Contributions$87,007NoncashContributionsAmt
Total Contributions$1,398,527TotalContributionsAmt
Fundraising Gross Income$35,433FundraisingGrossIncomeAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,433TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Total Revenue Column$32,218TotalRevenueColumnAmt
Exclusion$32,218ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$32,218OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,466,178TotalRevenueColumnAmt
Exclusion$32,218ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$787,629TotalAmt
Program Services$787,629ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$356,622TotalAmt
Program Services$160,993ProgramServicesAmt
Management And General$33,188ManagementAndGeneralAmt
Fundraising$162,441FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$78,892TotalAmt
Program Services$40,272ProgramServicesAmt
Management And General$9,356ManagementAndGeneralAmt
Fundraising$29,264FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$27,617TotalAmt
Program Services$12,439ProgramServicesAmt
Management And General$2,685ManagementAndGeneralAmt
Fundraising$12,493FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$33,114TotalAmt
Program Services$17,242ProgramServicesAmt
Management And General$3,430ManagementAndGeneralAmt
Fundraising$12,442FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$10,220TotalAmt
Program Services$7,265ProgramServicesAmt
Management And General-$2,423ManagementAndGeneralAmt
Fundraising$5,378FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$9,800TotalAmt
Program Services$5,109ProgramServicesAmt
Management And General$1,111ManagementAndGeneralAmt
Fundraising$3,580FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$46,305TotalAmt
Program Services$24,727ProgramServicesAmt
Management And General$3,738ManagementAndGeneralAmt
Fundraising$17,840FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$14,350TotalAmt
Program Services$7,673ProgramServicesAmt
Management And General$1,141ManagementAndGeneralAmt
Fundraising$5,536FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,632TotalAmt
Program Services$1,067ProgramServicesAmt
Management And General$2,268ManagementAndGeneralAmt
Fundraising$1,297FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$10,086TotalAmt
Program Services$5,396ProgramServicesAmt
Management And General$797ManagementAndGeneralAmt
Fundraising$3,893FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$12,516TotalAmt
Program Services$6,696ProgramServicesAmt
Management And General$989ManagementAndGeneralAmt
Fundraising$4,831FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
NONFINANCIAL ASSETS$74,407$55,807$3,160$15,440
BANK FEES$24,650$24,650
MEMBERSHIP DUES$17,740$9,545$1,637$6,558
TELEPHONE$9,332$3,044$4,589$1,699

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$9,023TotalAmt
Program Services$4,622ProgramServicesAmt
Management And General$723ManagementAndGeneralAmt
Fundraising$3,678FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,526,935TotalAmt
Program Services$1,149,526ProgramServicesAmt
Management And General$91,039ManagementAndGeneralAmt
Fundraising$286,370FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$401,416BOYAmt
EOY$498,994EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$878,619BOYAmt
EOY$697,715EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$390,655LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$390,655LandBldgEquipAccumDeprecAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,219,669BOYAmt
EOY$1,299,682EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$907,759BOYAmt
EOY$1,110,983EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,407,463BOYAmt
EOY$3,607,374EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$13,719BOYAmt
EOY$78,776EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,136,122BOYAmt
EOY$1,074,231EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$62,844BOYAmt
EOY$90,345EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,212,685BOYAmt
EOY$1,243,352EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,075,160BOYAmt
EOY$1,064,560EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,119,618BOYAmt
EOY$1,299,462EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,194,778BOYAmt
EOY$2,364,022EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,407,463BOYAmt
EOY$3,607,374EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$60,757ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$230,001NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,644,767CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,520,587CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,657,885CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,602,471CurrentTaxYearMinus1YearAmt
Current Tax Year$1,398,527CurrentTaxYearAmt
Total$8,824,237TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,644,767CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,520,587CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,657,885CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,602,471CurrentTaxYearMinus1YearAmt
Current Tax Year$1,398,527CurrentTaxYearAmt
Total$8,824,237TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$8,824,237PublicSupportTotal170Amt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year$31,218CurrentTaxYearAmt
Total$31,218TotalAmt
FieldValueIRS element (for citing)
Total Support$8,855,455TotalSupportAmt
Gross Receipts Rltd Activities$128,577GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99650PublicSupportCY170Pct
Public Support PY1701.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabfalseInclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$225,837BeginningYearBalanceAmt
Investment Earnings Or Losses$2,519InvestmentEarningsOrLossesAmt
End Year Balance$228,356EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$216,102BeginningYearBalanceAmt
Investment Earnings Or Losses$9,735InvestmentEarningsOrLossesAmt
End Year Balance$225,837EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$213,238BeginningYearBalanceAmt
Investment Earnings Or Losses$2,864InvestmentEarningsOrLossesAmt
End Year Balance$216,102EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$213,242BeginningYearBalanceAmt
Investment Earnings Or Losses-$4InvestmentEarningsOrLossesAmt
End Year Balance$213,238EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$213,610BeginningYearBalanceAmt
Investment Earnings Or Losses-$368InvestmentEarningsOrLossesAmt
End Year Balance$213,242EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$382,876OtherCostOrOtherBasisAmt
Depreciation$382,876DepreciationAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,779OtherCostOrOtherBasisAmt
Depreciation$7,779DepreciationAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescBENEFICIAL INTERESTDesc
Book Value$1,110,983BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,110,983TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDESIGNATIONS PAYABLE - UNITED WAYDesc
Amt$90,345Amt
FieldValueIRS element (for citing)
Total Liability$90,345TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,696,179TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$230,001NetUnrealizedGainsInvstAmt
Revenue Not Reported$230,001RevenueNotReportedAmt
Revenue Subtotal$1,466,178RevenueSubtotalAmt
Total Revenue Per Form990$1,466,178TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,526,935TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$1,526,935ExpensesSubtotalAmt
Total Expenses Per Form990$1,526,935TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 3, PART XFormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS NOT CONSIDERED A PRIVATE FOUNDATION WITHIN THE MEANING OF THE INTERNAL REVENUE CODE. THE ORGANIZATION RECOGNIZES UNCERTAIN INCOME TAX POSITIONS USING THE "MORE-LIKELY-THAN-NOT" APPROACH AS DEFINED IN THE ASC. NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF UNITED CLAEvent1Nm
Gross Receipts Event1$35,433GrossReceiptsEvent1Amt
Gross Revenue Event1$35,433GrossRevenueEvent1Amt
Gross Receipts Total$35,433GrossReceiptsTotalAmt
Gross Revenue Total Events$35,433GrossRevenueTotalEventsAmt
Net Income Summary$35,433NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (32 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
4C FOR CHILDREN
2100 SHERMAN AVE 300CINCINNATIOH45212310823634501C3$13,576CHILD CARE
ABILITIES FIRST
4710 TIMBER TRAIL DRIVEMIDDLETOWNOH45044310620685501C3$23,139CHILDREN'S SERVICES
AMERICAN RED CROSS CINCINNATI
2111 DANA AVECINCINNATIOH45207530196605501C3$19,401DISASTER EMERGENCYDAYTON REGION AMERICAN RED CROSS
BIG BROTHERS BIG SISTERS
1755 S ERIE BLVD SUITE DHAMILTONOH45011310846147501C3$31,669ONE-TO-ONE MENTORING
BOYS & GIRLS CLUB OF HAMILTON
958 EAST AVEHAMILTONOH45011310616383501C3$20,970PROJECT LEARN
BUTLER COUNTY CASA
284 N FAIR AVEHAMILTONOH45011311230170501C3$36,638VOICE FOR ABUSED
BUTLER COUNTY EDUCATION SERVICE
400 N ERIE BLVD AHAMILTONOH45011311628467501C3$46,403EVERY CHILD SUCCEEDSCENTER
BUTLER COUNTY SPECIAL OLYMPICS
1809 GLOUCESTER DRFAIRFIELDOH45014311291263501C3$14,297SPECIAL OLYMPICS
CANCER FAMILY CARE
4790 RED BANK EXPRESSWAY SUITE 128CINCINNATIOH45227310805286501C3$12,915COUNSELING CENTER
CATHOLIC CHARITIES OF SW OHIO
1910 FAIRGROVE AVE SUITE BHAMILTONOH45011530196617501C3$52,555MENTAL HEALTH
CINCINNATI ASSOCIATION FOR THE
2045 GILBERT AVENUECINCINNATIOH45202310538511501C3$8,378VISION REHAB SERVICEBLIND AND VISUALLY IMPAIRED
COMMUNITY BUILDING INSTITUTE
800 LAFAYETTE AVEMIDDLETOWNOH45044465205808501C3$39,200CRADLE TO CAREERMIDDLETOWN INC
DAN BEARD COUNCIL
10078 READING ROADCINCINNATIOH45241221576300501C3$7,728BUTLER COUNTY SCOUTBOY SCOUTS OF AMERICA
EASTERSEALS
2901 GILBERT AVENUECINCINNATIOH45206310873433501C3$7,050ADULT DAY SERVICES
ENVISION PARTNERSHIPS
2935 HAMILTON MASON RDHAMILTONOH45011310784671501C3$35,336PROJECT SUCCESS
FAIRFIELD PREVENTION COALITION
4461 BACH LANEFAIRFIELDOH45011316000798501C3$9,241YOUTH WELLBEINGFAIRFIELD CITY SCHOOL DISTRICT
FAMILY PROMISE OF BUTLER
PO BOX 95HAMILTONOH45012472155537501C3$10,915HOUSING STABILITIYCOUNTY INC
FEED THE HUNGRY PROJECT
PO BOX 1657MIDDLETOWNOH45042311236547501C3$6,200DREAM CENTER PROGRAM
FOCUS ON YOUTH INC
8904 BROOKSIDE AVEWEST CHESTEROH45069311346995501C3$10,000THE CONNECT PROJECT
GREAT MIAMI VALLEY YMCA
105 N 2ND STREETHAMILTONOH45011310536719501C3$26,554BTW THRIVE YOUTH
HAMILTON LIVING WATER MINISTRY
510 SOUTH EIGHTH STHAMILTONOH45011262606598501C3$12,667AFTER SCHOOL PROGRAM
HOPE HOUSE RESCUE MISSION
34 S MAIN STMIDDLETOWNOH45044311254976501C3$22,781EMERGENCY SHELTER
LIFESPAN
1900 FAIRGROVE AVEHAMILTONOH45011310536660501C3$15,732REPRESENTATIVE PAYEE
SELF
415 S MONUMENT AVEHAMILTONOH45011311746150501C3$18,120HOME REPAIR
SERVE CITY
622 EAST AVEHAMILTONOH45011311746150501C3$36,072MOVE FORWARD HOUSING
SHARED HARVEST
5901 DIXIE HWYFAIRFIELDOH45014311096571501C3$55,488HUNGER RELIEF PROGRA
SOJOURNER RECOVERY SERVICES
515 DAYTON STHAMILTONOH45011311070029501C3$11,071PERINATAL SERVICES
TALAWANDA OXFORD PANTRY AND
400 W WITHROW STREETOXFORDOH45056510596248501C3$13,278EMERGENCY ASSISTANCESOCIAL SERVICES
THE SALVATION ARMY MIDDLETOWN CORPS
1914 FIRST AVEMIDDLETOWNOH45044135562351501C3$10,090CRISIS INTERVENTION
WARREN COUNTY COMMUNITY
645 OAK STLEBANONOH45036310872922501C3$8,000CONGREGATE MEALSSERVICES INC
WOMEN HELPING WOMEN
215 E 9TH STCINCINNATIOH45202310864991501C3$30,600CRISIS SERVICES
YWCA
244 DAYTON STHAMILTONOH45011310537167501C3$34,196DOVE HOUSE SHELTER
FieldValueIRS element (for citing)
Total501c3 Org32Total501c3OrgCnt

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$87,007NoncashContributionsRptF990Amt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONCONNECT 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 PRIORTIZE 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.
FORM 990, PAGE 6, PART VI, LINE 6THE TRUSTEES SHALL BE CONSIDERED THE MEMBERS IN ACCORDANCE WITH OHIO REVISED CODE 1702.14, AS IT MAY BE AMENDED.
FORM 990, PAGE 6, PART VI, LINE 7ATHE BOARD OF TRUSTEES SHALL HAVE THE CONTROL AND MANAGEMENT OF THE BUSINESS AND PROPERTY OF THE CORPORATION. IT MAY NOT ADOPT BY-LAWS INCONSISTENT WITH THESE REGULATIONS. IT MAY FILL VACANCIES, FOR UNEXPIRED TERMS, IN ITS OWN MEMBERSHIP.
FORM 990, PAGE 6, PART VI, LINE 11BTHE COPY OF THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS.
FORM 990, PAGE 6, PART VI, 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, PAGE 6, PART VI, 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 WORLDWIDE SALARY SURVEY IS USED IN AN EFFORT TO KEEP COMPENSATION AT THE INDUSTRY STANDARD. THERE ARE NO OTHER COMPENSATED OFFICERS OR KEY EMPLOYEES.
FORM 990, PAGE 6, PART VI, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENT AVAILABLE TO THE PUBLIC UPON REQUEST.

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