2012-08-06T16:21:05-00:00 2011-12-31 Parms and Company LLC 585 S Front St Ste 220 Columbus OH 43215 990 2011-01-01 314379529 Ohio United Way OHIO 6142248146 395 East Broad Street Room No 320 Columbus OH 43215 Barbara Sykes 2012-08-06 true Theodore W Johnson CPA 6142243078 2012-08-06 2011 2016-02-24 21:20:13Z Barbara Sykes 395 East Broad St Columbus OH 43215 578461 false X www.ouw.org X 1913 OH To strengthen the capacity of United Ways across Ohio and to advance the common good for Ohioans. 29 29 7 31 0 797146 565350 3260 6020 4338 2554 12326 4537 817070 578461 313280 0 0 488677 573805 0 12773 110392 130408 912349 704213 -95279 -125752 727914 572887 43732 14457 684182 558430 X 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. false false 95839 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. 319473 5385 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. 65276 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 63896 65276 51363 544484 true false false true false false false false false false true true false false false true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 8 0 true 7 true false false false false false false false false false false false false false false false false X 29 29 false false true false true true true true true false false true true true true true true true true false OH X Barbara A Sykes 6142248146 395 E Broad ST Ste 320 Columbus OH 43215 Michael J Adelman 001.00 X 0 0 0 Eric W Behnke 001.00 X 0 0 0 K Michael Benz 001.00 X 0 0 0 Steve Bryan 001.00 X 0 0 0 Erskine Cade 003.00 X 0 0 0 Frank Comunale 001.00 X 0 0 0 Ev DeVaul 001.00 X 0 0 0 Clair Dickinson 002.00 X 0 0 0 Allen Elijah 001.00 X 0 0 0 Greg Finnerty 002.00 X 0 0 0 William Harper 001.00 X 0 0 0 Steven Hollon 002.00 X 0 0 0 Montrella Jackson 001.00 X 0 0 0 Bill Kitson 001.00 X 0 0 0 Steve Kleiber 002.00 X 0 0 0 Bob Kulinski 002.00 X 0 0 0 Tim Lehman 001.00 X 0 0 0 Brenda Linnick 001.00 X 0 0 0 James Mason 001.00 X 0 0 0 Fred Mills 001.00 X 0 0 0 Theresa Willis Moorman 002.00 X 0 0 0 Jim Petsock 001.00 X 0 0 0 Robert Reifsnyder 001.00 X 0 0 0 Scott Robinson 001.00 X 0 0 0 Linda Stacy 001.00 X 0 0 0 Pamela Stone 001.00 X 0 0 0 Martha Sweterlitsch 001.00 X 0 0 0 Bob Varley 002.00 X 0 0 0 Brian Wagner 001.00 X 0 0 0 Barbara Sykes 040.00 X X 123098 0 21423 123098 21423 1 false false false 477810 51363 36177 565350 Publication 900099 635 635 Conferences 900099 5385 5385 6020 2554 2554 Miscellaneous 4537 4537 4537 578461 10557 2554 0 0 0 0 123098 83977 35994 3127 0 332214 261520 65036 5658 36694 27678 8294 722 48622 37878 9885 859 33177 25187 7352 638 0 0 0 0 0 26159 19692 5950 517 0 4720 3849 803 68 5555 4276 1177 102 0 29160 22299 6313 548 10968 8551 2224 193 0 8396 6297 1931 168 0 0 1184 888 272 24 1803 1352 415 36 Sub Recipient Payments 35674 35674 Equipment Rental 66 50 15 1 Small Items of Equipment 1094 1094 Subscriptions/memberships 4606 3454 1060 92 1023 768 235 20 704213 544484 146956 12773 77173 34592 642523 348335 837 3900 1709 13740 30224 27904 2231 2320 170000 3441 727914 572887 43732 14457 43732 14457 X 679373 547595 4809 10835 684182 558430 727914 572887 -125752 X X false true true X false X 625619 694431 937155 797146 565350 3619701 625619 694431 937155 797146 565350 3619701 3619701 28828 21365 9790 4338 2554 66875 5764 5674 6425 15586 10557 44006 3730582 0.97030 0.96600 X 0.00000 0.00000 true true false false false false true 2875 false false 2875 false false false 30224 27904 2320 2320 Investments 170000 170000 578461 704213 -125752 -125752 578461 578461 578461 704213 704213 704213 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. 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.