2013-11-13T11:03:24-06:00 2013-06-30 MCCRATE DELAET & CO PO BOX 339 SIDNEY OH 453650339 990 2012-07-01 344473288 SHELBY COUNTY UNITED WAY SHEL 9374922101 232 S OHIO AVE SIDNEY OH 453650751 RANDY ROSE 9374922101 2013-09-13 true DONALD C GOETTEMOELLER 9374923161 2013-09-16 2012 2016-02-24 21:20:13Z SHELBY COUNTY UNITED WAY RANDY ROSE 232 S OHIO AVE SIDNEY OH 45365 1559085 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. 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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 1277221 true true false true false false false false false true true false false false false 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 X 19 19 false false false false false false false true true false false true true true true true true true false false OH X X SCOTT BARR 9374922101 232 S OHIO AVE SIDNEY OH 45365 ROBERT PARKER 40.00 X 40369 0 0 SCOTT BARR 40.00 X 29884 0 0 DOUG STEWART 2.00 X X 0 0 0 DEVON BEER 2.00 X 0 0 0 TONY BROWN 2.00 X 0 0 0 DUANE GAIER 2.00 X X 0 0 0 BARRY MCCLELLAND 2.00 X 0 0 0 MARY MOYER 2.00 X X 0 0 0 JOSHUA ROSS 2.00 X 0 0 0 RANDY ROSE 2.00 X X 0 0 0 NANCY STIEFEL 2.00 X 0 0 0 SUZANNE CLINE 2.00 X X 0 0 0 PAMELA COX 2.00 X 0 0 0 MARCIA DAVIS 2.00 X 0 0 0 DAN FREYTAG 2.00 X 0 0 0 ERIC LUNSFORD 2.00 X X 0 0 0 JOHN SCHEU 2.00 X 0 0 0 DAVID CHIVINGTON 2.00 X 0 0 0 JOSHUA KOLTAK 2.00 X 0 0 0 GARY REED 2.00 X 0 0 0 CINDY OHLSEN 2.00 X 0 0 0 70253 false false false 1313794 1313794 14496 14496 201069 2695 175446 25623 2695 28318 28318 ADMINISTRATIVE FEES RETAINED 17059 17059 MISCELLANEOUS INCOME 9972 9972 27031 1383639 69845 1209331 1209331 70253 18267 25993 25993 61859 16083 22888 22888 11029 2867 4081 4081 13342 3469 4937 4936 11403 2965 4219 4219 9175 460 8715 3930 195 3735 11189 2909 3693 4587 3757 977 1390 1390 19375 3389 8508 7478 10082 10082 6566 2188 2190 2188 2964 771 1096 1097 CAMPAIGN EXPENSE 28352 28352 OTHER OPERATING EXPENSES 3915 3268 647 1476522 1277221 92092 107209 X 2750 1031 1719 50 50 2068655 2039640 497479 456183 21 60824 47494 17647 13330 2583852 2509203 15995 17165 1044470 1066881 1060465 1084046 X 1417067 1220002 106320 205155 1523387 1425157 2583852 2509203 -92883 -5347 X false true X true false X 1417408 1349542 1378072 1357023 1313794 6815839 1417408 1349542 1378072 1357023 1313794 6815839 6815839 27824 22286 16232 17463 14496 98301 27031 27031 6941171 0.98190 0.97900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1476522 1476522 222652 55663 194057 199939 203745 222652 820393 1230590 48514 49985 50936 55663 205098 307647 468795 999 467796 449816 18979 468795 439505 10311 449816 438979 526 439505 445770 6791 438979 1.00000 false false 5251 2119 3132 55573 45375 10198 13330 1092371 -5347 -5347 1097718 285921 285921 1383639 1190601 1190601 285921 285921 1476522 REVENUE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 4B DIRECT AGENCY DONOR DESIGNATIONS 175,661 OTHER UNITED WAY DONATION 110,260 EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 4B DIRECT AGENCY DONOR DESIGNATIONS 175,661 OTHER UNITED WAY DONATION 110,260 false AMERICAN RED CROSS 1314 BARNHART ROAD TROY OH 45373 310536678 3 60000 PEOPLE IN CRISIS APPLESEED RIDGE GIRL SCOUT COUNCIL 4930 CORNELL ROAD SIDNEY OH 45365 310679091 3 30000 INVESTING IN YOUTH BIG BROTHERS BIG SISTERS 121 E NORTH STREET SIDNEY OH 45365 341262676 3 73000 INVESTING IN YOUTH REHAB CENTER FOR NEUROLOGICAL DEV 1306 GARBRY ROAD PIQUA OH 45356 237202001 3 27000 HEALTH & WELL BEING ALPHA COMMUNITY CENTER 330 E COURT STREET SIDNEY OH 45365 311131824 3 47500 FAMILY SERVICES CATHOLIC SOCIAL SERVICES 1201 FAIRINGTON DRIVE SIDNEY OH 45365 310536645 3 25000 FAMILY SERVICES CONSUMER CREDIT COUNSELING 113 N OHIO AVENUE SIDNEY OH 45365 310540159 3 10000 FAMILY SERVICES MIAMI VALLEY BOY SCOUT COUNCIL 4999 NORTHCUTT PLACE DAYTON OH 45414 310537124 3 30000 INVESTING IN YOUTH NEW CHOICES PO BOX 4182 SIDNEY OH 45365 311125935 3 49000 PEOPLE IN CRISIS SHELBY CO ADULT DAY CARE 2901 FAIR ROAD SIDNEY OH 45365 346401342 3 21000 SENIOR SERVICES SIDNEYSHELBY CO SENIOR CENTER 201 RM DAVIS PARKWAY PIQUA OH 45356 237299345 3 56875 SENIOR SERVICES SIDNEYSHELBY CO YMCA 300 PARKWOOD STREET SIDNEY OH 45365 346596911 3 87500 FAMILY SERVICES ALTERNATIVE SCHOOL 129 EAST COURT STREET SIDNEY OH 45365 346401343 3 20000 INVESTING IN YOUTH SHELBY COUNTY ARC PO BOX 544 SIDNEY OH 45365 346408693 3 27500 HEALTH & WELL BEING VICTIM SERVICES 202 EAST POPLAR STREET SIDNEY OH 45365 346401342 3 18000 PEOPLE IN CRISIS SAMARITAN WORKS 230 W POPLAR STREET SIDNEY OH 45365 200771376 3 35000 PEOPLE IN CRISIS COMPASSIONATE CARE 124 NORTH OHIO AVE SIDNEY OH 45365 208479583 3 104000 HEALTH & WELL BEING WILMA VALENTINE AGENCY 1200 SOUTH CHILDRENS HOME RD SIDNEY OH 45365 311596196 3 81955 FAMILY SERVICES RETIRED SENIOR CITIZENS 201 R M DAVIS PARKWAY PIQUA OH 45356 237299345 3 5208 SENIOR SERVICES CLEAR CREEK FARMS PO BOX 1433 PIQUA OH 45356 310982443 3 92500 FAMILY SERVICES SHELBY COUNTY-CASAGAL PO BOX 4187 SIDNEY OH 45365 10000 INVESTING IN YOUTH SENIOR HEALTH-CATHOLIC SOCIAL SERVI 1201 FAIRINGTON DR SIDNEY OH 45365 310536645 3 22625 SENIOR SERVICES EMERGENCY HOUSING & UTILITIES 330 E COURT ST SIDNEY OH 45365 311131824 3 18000 PEOPLE IN CRISIS SAFE HAVEN 633 NORTH WAYNE ST PIQUA OH 45356 311458088 3 10500 HEALTH & WELL BEING SPECIAL PROJECTS 232 S OHIO AVE SIDNEY OH 45365 344473288 3 71967 INVESTING IN COMMUNI COMMUNITY IMPACT 1-CHILD PARENT SHELBY COUNTY COURT HOUSE SIDNEY OH 45365 GOV 8750 FAMILY SERVICES OTHER UNITED WAY DONOR DESIGNATION VARIOUS LOCATIONS VARIOUS OH 45365 3 110260 DESIGNATION TO OTHER COMMUNITY IMPACT 2-CCFJUVCT SHELBY COUNTY COURT HOUSE SIDNEY OH 45365 GOV 37500 FAMILY SERVICES SHELBY COUNTY SALVATION ARMY 419 N BUCKEYE AVE SIDNEY OH 45365 135562351 12500 PEOPLE IN CRISIS COMMUNITY CHRISTMAS DINNER 232 S OHIO AVE SIDNEY OH 45373 344473288 6256 FAMILY SERVICES ORGANIZATION'S MISSION 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. FIRST ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4A 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 ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 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. ENFORCEMENT OF CONFLICTS POLICY 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. COMPENSATION PROCESS FOR TOP OFFICIAL 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. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. RECONCILIATION OF CHANGES - OTHER FORM 990, PART XI, LINE 9 DIRECT AGENCY DONOR DESIGNATIONS -175,661 OTHER UNITED WAY DONATION -110,260 DIRECT AGENCY DONOR DESIGNATIONS 175,661 OTHER UNITED WAY DONATION 110,260