OHIO UNITED WAY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- OHIO UNITED WAY (EIN 31-4379529)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-06
- IRS object ID
- 201202199349301260
- Schema version
- 2011v1.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-06T16:21:05-00:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Parms and Company LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 585 S Front St Ste 220 | AddressLine1 |
| City | Columbus | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 314379529 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ohio United Way | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OHIO | NameControl |
| Phone | 6142248146 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 395 East Broad Street Room No 320 | AddressLine1 |
| City | Columbus | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Barbara Sykes | Name |
| Title | President | Title |
| Date Signed | 2012-08-06 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Theodore W Johnson CPA | Name |
| Phone | 6142243078 | Phone |
| Date Prepared | 2012-08-06 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Barbara Sykes | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 395 East Broad St | AddressLine1 |
| City | Columbus | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 578461 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.ouw.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1913 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | To strengthen the capacity of United Ways across Ohio and to advance the common good for Ohioans. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 29 | NbrIndependentVotingMembers |
| Total Nbr Employees | 7 | TotalNbrEmployees |
| Total Nbr Volunteers | 31 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 797146 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 565350 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3260 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6020 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4338 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2554 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 12326 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4537 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 817070 | TotalRevenuePriorYear |
| Total Revenue Current Year | 578461 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 313280 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 488677 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 573805 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 12773 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 110392 | OtherExpensePriorYear |
| Other Expenses Current Year | 130408 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 912349 | TotalExpensesPriorYear |
| Total Expenses Current Year | 704213 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -95279 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -125752 | RevenuesLessExpensesCY |
| Total Assets BOY | 727914 | TotalAssetsBOY |
| Total Assets EOY | 572887 | TotalAssetsEOY |
| Total Liabilities BOY | 43732 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 14457 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 684182 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 558430 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Ohio United Ways mission is to strengthen the capacity of United Ways in Ohio to advance the common good for Ohioans by 1 achieving the highest standard of integrity, 2 Making a positive difference in peoples lives, 3 promoting excellance innovation, 4 collaborate partner to solve community problems and 5 lead and advocate to improve peoples lives. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 95839 | Expense |
| Description | PUBLIC POLICY/ GOVERNMENT RELATIONS.Ohio United Way OUW, our members and Public Policy Committee continue to be a resource for Ohio Legislators regarding health and human services policy development and the state budget regarding issues impacting health, education, and income. Each year OUWs Public Policy committee develops and publishes white papers outlining OUWs position on the years identified legislative priorities. OUW also works closely with our US Senators and members of Congress on issues affecting the work of non-profits and local United Ways as it relates to health and human services. In addition to regular visits to the Ohio statehouse and Washington DC, OUW hosts Lobby Day each April, bringing out members and Ohio legislators together for a legislative luncheon allowing our members to meet one-on-one with their local state legislators, and providing an opportunity to discuss local needs and issues. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 319473 | Expense |
| Revenue | 5385 | Revenue |
| Description | MEMBER SUPPORT. Ohio United Way provides ongoing training, education, and support for memeber organizations. Additionally, OUW convenes resources to assist members in reaching their goals and proactively informing members of relevant issues and best practices. Training includes, but is not limited to the following community impact, organizational and resource development public policy advocacy in the areas of health and financial stabilty for families and education. OUW distributes the following 3 quarterly electronic newsletters to members and many diverse nonprofit subscribers Health and Human Service Trends, Legislative Bulletin and Ohio 2-1-1 Times. A weekly electronic newsletter, Newsbreak, is also distributed to promote and share events, information and news summaries relevant to local United Ways. Special notices and press releases are provided to inform members and other non profits about important issues as they occur. OUW maintains a website www.ouw.org that provides information regarding the organization, public policy, Ohio 2-1-1 legislative priorities and more. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 65276 | Expense |
| Description | 2-1-1 GRANTS. 2-1-1 is an easy to remeber 3-digit dialing code, available 24 hours a day, 7 days per week, 365 days each year, which connects callers to a trained specialist who is available to assist Ohioans reach the services they need. The need to connect individuals and families throughout Ohio with health and human resource information has never been greater. Using a robust database, callers are provided with information regarding local programs and community-based organizations, Ohio Benefit Bank services, local faith-based initiatives and government agency services available to help those in need. The call is free to the caller. Currently, Ohios 2-1-1 system has 20 call centers, which received over 1.3 million calls in 2011. 2-1-1 has proven itself to be a vital link in the event of a natural or man-made disaster. Call center staff are able to provide callers with up-to-date information on how to find food, shelter and other items in the event of an emergency, working with state and local disaster planning teams to reduce calls to 9-1-1 for general information, and to free | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 63896 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 65276 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 51363 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 544484 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 8 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 7 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 29 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Barbara A Sykes | NamePerson |
| Telephone Number | 6142248146 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 395 E Broad ST Ste 320 | AddressLine1 |
| City | Columbus | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| Michael J Adelman | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Eric W Behnke | |||||||
| Vice Chair, Compensation Chair, Director | 001.00 | X | 0 | 0 | 0 | ||
| K Michael Benz | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Steve Bryan | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Erskine Cade | |||||||
| Chair, Executive Committee Chair, Director | 003.00 | X | 0 | 0 | 0 | ||
| Frank Comunale | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Ev DeVaul | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Clair Dickinson | |||||||
| 211 Committee Chair, Director | 002.00 | X | 0 | 0 | 0 | ||
| Allen Elijah | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Greg Finnerty | |||||||
| Public Policy Committe Chair, Director | 002.00 | X | 0 | 0 | 0 | ||
| William Harper | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Steven Hollon | |||||||
| Immediate Past Chair, Audit Committee Chair, Director | 002.00 | X | 0 | 0 | 0 | ||
| Montrella Jackson | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Bill Kitson | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Steve Kleiber | |||||||
| Membership Committee Chair, Director | 002.00 | X | 0 | 0 | 0 | ||
| Bob Kulinski | |||||||
| Vice Chair, Director | 002.00 | X | 0 | 0 | 0 | ||
| Tim Lehman | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Brenda Linnick | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| James Mason | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Fred Mills | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Theresa Willis Moorman | |||||||
| Treasurer, Financie Committee Chair, Director | 002.00 | X | 0 | 0 | 0 | ||
| Jim Petsock | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Robert Reifsnyder | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Scott Robinson | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Linda Stacy | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Pamela Stone | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Martha Sweterlitsch | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Bob Varley | |||||||
| Chair Nominating Committee, Director | 002.00 | X | 0 | 0 | 0 | ||
| Brian Wagner | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Barbara Sykes | |||||||
| President CEO | 040.00 | 123098 | 0 | 21423 | X | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 123098 | TotalReportableCompFromOrg |
| Total Other Compensation | 21423 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Membership Dues | 477810 | MembershipDues |
| Government Grants | 51363 | GovernmentGrants |
| All Other Contributions | 36177 | AllOtherContributions |
| Total Contributions | 565350 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Publication | 900099 | 635 | 635 |
| Conferences | 900099 | 5385 | 5385 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6020 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2554 | TotalRevenueColumn |
| Exclusion | $2,554 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous | Description |
| Total Revenue Column | 4537 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4537 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4537 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 578461 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10557 | RelatedOrExemptFunctionIncome |
| Exclusion | $2,554 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123098 | Total |
| Program Services | 83977 | ProgramServices |
| Management And General | 35994 | ManagementAndGeneral |
| Fundraising | 3127 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 332214 | Total |
| Program Services | 261520 | ProgramServices |
| Management And General | 65036 | ManagementAndGeneral |
| Fundraising | 5658 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36694 | Total |
| Program Services | 27678 | ProgramServices |
| Management And General | 8294 | ManagementAndGeneral |
| Fundraising | 722 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48622 | Total |
| Program Services | 37878 | ProgramServices |
| Management And General | 9885 | ManagementAndGeneral |
| Fundraising | 859 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33177 | Total |
| Program Services | 25187 | ProgramServices |
| Management And General | 7352 | ManagementAndGeneral |
| Fundraising | 638 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26159 | Total |
| Program Services | 19692 | ProgramServices |
| Management And General | 5950 | ManagementAndGeneral |
| Fundraising | 517 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4720 | Total |
| Program Services | 3849 | ProgramServices |
| Management And General | 803 | ManagementAndGeneral |
| Fundraising | 68 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5555 | Total |
| Program Services | 4276 | ProgramServices |
| Management And General | 1177 | ManagementAndGeneral |
| Fundraising | 102 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29160 | Total |
| Program Services | 22299 | ProgramServices |
| Management And General | 6313 | ManagementAndGeneral |
| Fundraising | 548 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10968 | Total |
| Program Services | 8551 | ProgramServices |
| Management And General | 2224 | ManagementAndGeneral |
| Fundraising | 193 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8396 | Total |
| Program Services | 6297 | ProgramServices |
| Management And General | 1931 | ManagementAndGeneral |
| Fundraising | 168 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1184 | Total |
| Program Services | 888 | ProgramServices |
| Management And General | 272 | ManagementAndGeneral |
| Fundraising | 24 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1803 | Total |
| Program Services | 1352 | ProgramServices |
| Management And General | 415 | ManagementAndGeneral |
| Fundraising | 36 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Sub Recipient Payments | 35674 | 35674 | ||
| Equipment Rental | 66 | 50 | 15 | 1 |
| Small Items of Equipment | 1094 | 1094 | ||
| Subscriptions/memberships | 4606 | 3454 | 1060 | 92 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1023 | Total |
| Program Services | 768 | ProgramServices |
| Management And General | 235 | ManagementAndGeneral |
| Fundraising | 20 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 704213 | Total |
| Program Services | 544484 | ProgramServices |
| Management And General | 146956 | ManagementAndGeneral |
| Fundraising | 12773 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77173 | BOY |
| EOY | 34592 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 642523 | BOY |
| EOY | 348335 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 837 | BOY |
| EOY | 3900 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1709 | BOY |
| EOY | 13740 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 30224 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 27904 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2231 | BOY |
| EOY | 2320 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 170000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3441 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 727914 | BOY |
| EOY | 572887 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43732 | BOY |
| EOY | 14457 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43732 | BOY |
| EOY | 14457 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 679373 | BOY |
| EOY | 547595 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4809 | BOY |
| EOY | 10835 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 684182 | BOY |
| EOY | 558430 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 727914 | BOY |
| EOY | 572887 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -125752 | ReconcilationRevenueExpenses |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 625619 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 694431 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 937155 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 797146 | CurrentTaxYearMinus1Year |
| Current Tax Year | 565350 | CurrentTaxYear |
| Total | 3619701 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 625619 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 694431 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 937155 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 797146 | CurrentTaxYearMinus1Year |
| Current Tax Year | 565350 | CurrentTaxYear |
| Total | 3619701 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 3619701 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 28828 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21365 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9790 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4338 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2554 | CurrentTaxYear |
| Total | 66875 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5764 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5674 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6425 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15586 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10557 | CurrentTaxYear |
| Total | 44006 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 3730582 | TotalSupport |
| Public Support Pertcentage170 | 0.97030 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.96600 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| Public Support Percentage509 | 0.00000 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | true | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $2,875 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 2875 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
| Form4720 Filed4912 Tax | false | Form4720Filed4912Tax |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Included On FS | false | IncludedOnFS |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 30224 | OtherCostOrOtherBasis |
| Depreciation | 27904 | Depreciation |
| Book Value | 2320 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2320 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Investments | Description |
| Book Value | 170000 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 170000 | TotalOfBookValueSecurities |
| Total Revenue | 578461 | TotalRevenue |
| Total Expenses | 704213 | TotalExpenses |
| Excess Or Deficit For Year | -125752 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -125752 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 578461 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 578461 | RevenueSubtotal |
| Total Revenue Per Form990 | 578461 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 704213 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 704213 | ExpensesSubtotal |
| Total Expenses Per Form990 | 704213 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| X | 2 | OUW, an Ohio nonprofit corporation, is exempt from income taxes under section 501c3 of the Internal Revenue Code and applicable state law, except for taxes pertaining to unrelated business income, if any. On January 1, 2010, OUW adopted the accounting standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, OUW may |
| X | 2 | recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of the tax positions include the tax exempt status of OUW, and various positions related to the potential sources of unrelated business taxable income UBIT. The tax benefits recognized in the financial statements from such a position are measured based on the largest |
| X | 2 | benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes, and accounting in interim periods. At December 31, 2011 and 2010, there were no material unrecognized tax benefits identified or recorded as liabilities. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990 Part VI | 7a | Members United Way CEOs vote on a slate of nominees to serve on the Ohio United Way Board of Directors. |
| Form 990 Part VI | 7b | Member United Way CEOs vote to approve amendments to the Ohio United Way Code of Regulations or adoption of new Code of Regulations |
| Form 990 Part VI | 11a | Ohio United Way CEo and staff review the 990 line-by-line prior to review by Executive, Audit and Finance Committees, lead by contracted CPA via e-mail and conference call. The 990 is then mailed to remaining Directors for approval. All reviews are completed prior to signature by Ohio United Way CEO and then filed with IRS. |
| Form 990 Part VI | 12c | Directors are required to read Ohio United Ways Code of Ethics which includes a Conflict of Interest policy. A signed form is required of every director annually. Each director and staff member is responsible for adhering to the principles and standards of the Code as stated to avoid any conflict of interest or the appearance of a conflict of interest which would tarnish the reputation of Ohio United Way as well as undermine the publics trust in all United Way organizations. Ohio United Way representatives will avoid any activity or outside interest which conflicts or appears to conflict with the best interest of Ohio United Way ensure that outside employment and other activities do not |
| Form 990 Part VI | 12c | adversely affect the performance of their Ohio United Way duties or the achievement of Ohio United Ways mission decline any gift, gratuity, or favor in the performance of Ohio United Way duties except for promotional items of nominal value and any food transportation, lodging or entertainment unless directly related to Ohio United Way business refrain from influencing the selection of staff, consultants or vendors who are relatives or personal friends or affiliated with, employed by a person with whom they have a relationship that adversely affects the appearance of impartiality. Directors are asked to disclose all known conflicts or potential conflicts of interest in any matter before the Board of Directors, if they are board members, or any committee upon which they serve, and withdraw from the meeting room during any discussion, review and voting in connection with such matter. |
| Form 990 Part VI | 15a | The Board uses salary survey information from other local non-profits to determine compensation for the President CEO. The Board follows the same evaluation procedure for the President CEO as described Ohio United Way provides a two-part evaluation form. The first part is a written self-evaluation completed by the President CEO and presented to the Board Chair. The second part is a written evaluation completed by the Baord Chairs. The CEO and Board Chair meet and the evaluation form is used as a guide with which to summarize a conversation about performance. The CEO has the opportunity to comment and ask questions. Any and all agreed upon changes to the evaluation are documented on the form. The form is then signed by the CEO and Board Chair. Both are provided a copy of the completed, signed form. Recent comparable salary data is used to determine compensation. This data is |
| Form 990 Part VI | 15a | presented as a recommendation to the Board. The Board approves or disapproves the compensation recommendation. This procedure is followed annually. |
| Form 990 Part VI | 19 | The Ohio United Way website states that the 990, governing documents, conflict of interest policy and financial statements are available to the public upon request. Ohio United Way will provide one printed copy or PDF file via electronic mail upon such request. The 990 can also be inspected by using the non-profit website Guide Star. |
| Form 990 Part XII | 2c | The Finance Committee reviews financial statements monthly. The Board reviews and approves financial statements quarterly. The Audit, Finance and Executive Committees review and approve the audit and 990 annually. Selection of the independent accountant is reviewed annually and approved by the Board Finance and Executive Committees as part of the annual budgeting process. |
| Form 990 Part III | 4c | continuation 9-1-1 emergency resources. |
| Form 990 Part III Program Service Accomplishments | Line 4d Other Activities | Program Service Expenses 63,896, Grants and allocations 65,276, Revenue 51,363 MEMBERSHIP GRANT DEVELOPMENT. Work related to identifying new and untapped sources of support, developing the Resource Database, and securing funding to expand and enhance statewide initiatives, programs and services for the benefit of member United Ways in Ohio. |
| Form 990, Part III, Line 4d Program Service Expenses 63,896, Grants and allocations 65,276, Revenue 51,363 MEMBERSHIP GRANT DEVELOPMENT. Work related to identifying new and untapped sources of support, developing the Resource Database, and securing funding to expand and enhance statewide initiatives, programs and services for the benefit of member United Ways in Ohio. Form 990 Part VI Section a Line 7a Members United Way CEOs vote on a slate of nominees to serve on the Ohio United Way Board of Directors. Form 990 Part VI Section a Line 7b Member United Way CEOs vote to approve amendments to the Ohio United Way Code of Regulations or adoption of new Code of Regulations Form 990 Part VI Section b Line 11a Ohio United Way CEo and staff review the 990 line-by-line prior to review by Executive, Audit and Finance Committees, lead by contracted CPA via e-mail and conference call. The 990 is then mailed to remaining Directors for approval. All reviews are completed prior to signature by Ohio United Way CEO and then filed with IRS. Form 990 Part VI Section b Line 12c Directors are required to read Ohio United Ways Code of Ethics which includes a Conflict of Interest policy. A signed form is required of every director annually. Each director and staff member is responsible for adhering to the principles and standards of the Code as stated to avoid any conflict of interest or the appearance of a conflict of interest which would tarnish the reputation of Ohio United Way as well as undermine the publics trust in all United Way organizations. Ohio United Way representatives will avoid any activity or outside interest which conflicts or appears to conflict with the best interest of Ohio United Way ensure that outside employment and other activities do not Form 990 Part VI Section b Line 12c adversely affect the performance of their Ohio United Way duties or the achievement of Ohio United Ways mission decline any gift, gratuity, or favor in the performance of Ohio United Way duties except for promotional items of nominal value and any food transportation, lodging or entertainment unless directly related to Ohio United Way business refrain from influencing the selection of staff, consultants or vendors who are relatives or personal friends or affiliated with, employed by a person with whom they have a relationship that adversely affects the appearance of impartiality. Directors are asked to disclose all known conflicts or potential conflicts of interest in any matter before the Board of Directors, if they are board members, or any committee upon which they serve, and withdraw from the meeting room during any discussion, review and voting in connection with such matter. Form 990 Part VI Section b Line 15a The Board uses salary survey information from other local non-profits to determine compensation for the President CEO. The Board follows the same evaluation procedure for the President CEO as described Ohio United Way provides a two-part evaluation form. The first part is a written self-evaluation completed by the President CEO and presented to the Board Chair. The second part is a written evaluation completed by the Baord Chairs. The CEO and Board Chair meet and the evaluation form is used as a guide with which to summarize a conversation about performance. The CEO has the opportunity to comment and ask questions. Any and all agreed upon changes to the evaluation are documented on the form. The form is then signed by the CEO and Board Chair. Both are provided a copy of the completed, signed form. Recent comparable salary data is used to determine compensation. This data is Form 990 Part VI Section b Line 15a presented as a recommendation to the Board. The Board approves or disapproves the compensation recommendation. This procedure is followed annually. Form 990 Part VI Section c Line 19 The Ohio United Way website states that the 990, governing documents, conflict of interest policy and financial statements are available to the public upon request. Ohio United Way will provide one printed copy or PDF file via electronic mail upon such request. The 990 can also be inspected by using the non-profit website Guide Star. Form 990 Part XII Line 2c The Finance Committee reviews financial statements monthly. The Board reviews and approves financial statements quarterly. The Audit, Finance and Executive Committees review and approve the audit and 990 annually. Selection of the independent accountant is reviewed annually and approved by the Board Finance and Executive Committees as part of the annual budgeting process. Form 990 Part III Line 4c continuation 9-1-1 emergency resources. |
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