SHELBY COUNTY UNITED WAY INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SHELBY COUNTY UNITED WAY INC (EIN 34-4473288)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-10-24
- IRS object ID
- 201232989349300008
- 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 | 2012-10-24T08:33:44-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCRATE DELAET & CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 339 | AddressLine1 |
| City | SIDNEY | City |
| State | OH | State |
| ZIP Code | 453650339 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 344473288 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELBY COUNTY UNITED WAY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SHEL | NameControl |
| Phone | 9374922101 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 E NORTH STREET | AddressLine1 |
| City | SIDNEY | City |
| State | OH | State |
| ZIP Code | 453650751 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICK LUNSFORD | Name |
| Title | PRESIDENT | Title |
| Phone | 9374922101 | Phone |
| Date Signed | 2012-09-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONALD C GOETTEMOELLER | Name |
| Phone | 9374923161 | Phone |
| Date Prepared | 2012-09-27 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELBY COUNTY UNITED WAY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ERIC LUNSFORD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 E NORTH ST | AddressLine1 |
| City | SIDNEY | City |
| State | OH | State |
| ZIP Code | 45365 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1380294 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | SHELBYCOUNITEDWAY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1957 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Nbr Volunteers | 200 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 1378072 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1357023 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 527 | InvestmentIncomePriorYear |
| Investment Income Current Year | 17393 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1378599 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1374416 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1002016 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1138840 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 157626 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 154481 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 94979 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 89752 | OtherExpensePriorYear |
| Other Expenses Current Year | 91457 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1249394 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1384778 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 129205 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -10362 | RevenuesLessExpensesCY |
| Total Assets BOY | 2573561 | TotalAssetsBOY |
| Total Assets EOY | 2583852 | TotalAssetsEOY |
| Total Liabilities BOY | 1038663 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1060465 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1534898 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1523387 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1205236 | Expense |
| Grants | 1138840 | Grants |
| Revenue | 1380428 | Revenue |
| Description | ANNUAL FUND RAISING CAMPAIGN FOR TWENTY ONE MEMBER AGENCIES AND SPECIAL PROJECTS TO NONMEMBER ORGANIZATIONS; ASSISTS WITH IDENTIFYING AND ASSESSING HUMAN SERVICE NEEDS IN SHELBY COUNTY; MEMBER OF A VARIETY OF COMMUNITY SOCIAL SERVICE ORGANIZATIONS. MAINTENANCE OF A VOLUNTEER ALLOCATION PROCESS TO DETERMINE AND DISTRIBUTE FUNDS RAISED THROUGH THE CAMPAIGN TO LOCAL NON-PROFIT HEALTH AND HUMAN SERVICE PROGRAMS. TECHNICAL SUPPORT/CONSULTATION/TRAINING FOR AGENCIES, VOLUNTEERS AND COMMUNITY DONORS. SERVICE: INFORMATION & REFERRAL AND COMMUNITY COLLABORATION ACTIVITIES. COMMUNITY IMPACT MEASURES THAT OUR ORGANIZATION PROVIDES INCLUDE THE PROMOTION, HEALTH AND WELL BEING OF ELIGIBLE INDIVIDUALS WITH MEDICAL NEEDS AND DEVELOPMENTAL DISABILITIES, THE STRENGTHENING OF FAMILIES AND INDIVIDUALS, THE INVESTING OF OUR SERVICES IN THE YOUTH AND CHILDREN OF THE COMMUNITY, THE ENRICHMENT OF THE LIVES OF SENIORS AND THE CARING FOR PEOPLE IN CRISIS. AGENCY: SHELBY COUNTY UNITED WAY ADDRESS: 121 E NORTH ST. P.O. BOX 751, SIDNEY, OH 45365-0751 PHONE: 937-492-2101 FAX: 937-492-1552 E-MAIL: BPARKER@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 | Description |
| Total Program Service Expense | 1205236 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | 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 | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | 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 | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| 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 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 5 | 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 |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | 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 | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ROBERT PARKER | NamePerson |
| Telephone Number | 9374922101 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 E NORTH STREET | AddressLine1 |
| City | SIDNEY | City |
| State | OH | State |
| ZIP Code | 45365 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| SCOTT BARR | ||||||
| 1ST VICE PRE | 2.00 | X | X | 0 | 0 | 0 |
| JOHN DEEDS | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| DEB HOVESTREYDT | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| SAM SCHLAGETTER | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| DOUG STEWART | ||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 |
| DEVON BEER | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| TONY BROWN | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| DUANE GAIER | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| BARRY MCCLELLAND | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| MARY MOYER | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| JOSHUA ROSS | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| RANDY ROSE | ||||||
| 2ND VICE PRE | 2.00 | X | X | 0 | 0 | 0 |
| NANCY STIEFEL | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| SUZANNE CLINE | ||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 |
| PAMELA COX | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| MARCIA DAVIS | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| DAN FREYTAG | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| TRIP BRUBACHER | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| ERIC LUNSFORD | ||||||
| PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| JOHN SCHEU | ||||||
| PAST PRESIDE | 2.00 | X | X | 0 | 0 | 0 |
| PHIL CHILCOTE | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| PAMELA JENKINS | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| MARK VONDEHUEVEL | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 1357023 | AllOtherContributions |
| Total Contributions | 1357023 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17463 | TotalRevenueColumn |
| Exclusion | $17,463 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5808 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5878 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -70 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -70 | TotalRevenueColumn |
| Exclusion | -$70 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1374416 | TotalRevenueColumn |
| Exclusion | $17,393 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1138840 | Total |
| Program Services | 1138840 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120818 | Total |
| Program Services | 31413 | ProgramServices |
| Management And General | 44702 | ManagementAndGeneral |
| Fundraising | 44703 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10423 | Total |
| Program Services | 2710 | ProgramServices |
| Management And General | 3857 | ManagementAndGeneral |
| Fundraising | 3856 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12565 | Total |
| Program Services | 3267 | ProgramServices |
| Management And General | 4649 | ManagementAndGeneral |
| Fundraising | 4649 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10675 | Total |
| Program Services | 2775 | ProgramServices |
| Management And General | 3950 | ManagementAndGeneral |
| Fundraising | 3950 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9159 | Total |
| Program Services | 458 | ProgramServices |
| Management And General | 8701 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2622 | Total |
| Program Services | 131 | ProgramServices |
| Management And General | 2491 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7532 | Total |
| Program Services | 1958 | ProgramServices |
| Management And General | 2486 | ManagementAndGeneral |
| Fundraising | 3088 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20660 | Total |
| Program Services | 3731 | ProgramServices |
| Management And General | 8977 | ManagementAndGeneral |
| Fundraising | 7952 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13578 | Total |
| Program Services | 13578 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6071 | Total |
| Program Services | 2023 | ProgramServices |
| Management And General | 2025 | ManagementAndGeneral |
| Fundraising | 2023 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2540 | Total |
| Program Services | 660 | ProgramServices |
| Management And General | 940 | ManagementAndGeneral |
| Fundraising | 940 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| CAMPAIGN EXPENSE | 22722 | 22722 | ||
| OTHER OPERATING EXPENSES | 3611 | 2922 | 689 | |
| TELEPHONE | 2962 | 1096 | 770 | 1096 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1384778 | Total |
| Program Services | 1205236 | ProgramServices |
| Management And General | 84563 | ManagementAndGeneral |
| Fundraising | 94979 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2900 | Total |
| Program Services | 1087 | ProgramServices |
| Fundraising | 1813 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50 | BOY |
| EOY | 50 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2055988 | BOY |
| EOY | 2068655 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 507120 | BOY |
| EOY | 497479 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21 | BOY |
| EOY | 21 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 58575 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 40928 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10382 | BOY |
| EOY | 17647 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2573561 | BOY |
| EOY | 2583852 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17610 | BOY |
| EOY | 15995 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1021053 | BOY |
| EOY | 1044470 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1038663 | BOY |
| EOY | 1060465 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1329203 | BOY |
| EOY | 1417067 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 205695 | BOY |
| EOY | 106320 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1534898 | BOY |
| EOY | 1523387 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2573561 | BOY |
| EOY | 2583852 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -10362 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1149 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 1459407 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1417408 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1349542 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1378072 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1357023 | CurrentTaxYear |
| Total | 6961452 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1459407 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1417408 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1349542 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1378072 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1357023 | CurrentTaxYear |
| Total | 6961452 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 6961452 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 65706 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27824 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22286 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16232 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17463 | CurrentTaxYear |
| Total | 149511 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 7110963 | TotalSupport |
| Public Support Pertcentage170 | 0.97900 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.97410 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed4955 Tax | false | Form4720Filed4955Tax |
| Correction Made | false | CorrectionMade |
| Form1120 Pol Filed | false | Form1120PolFiled |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1287445 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1287445 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 203745 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 50936 | FilingOrganizationsTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720Filed |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 204380 | CurrentYearMinus3 |
| Current Year Minus2 | 194057 | CurrentYearMinus2 |
| Current Year Minus1 | 199939 | CurrentYearMinus1 |
| Current Year | 203745 | CurrentYear |
| Total | 802121 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,203,182 | LobbyingCeilingAmount |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 51095 | CurrentYearMinus3 |
| Current Year Minus2 | 48514 | CurrentYearMinus2 |
| Current Year Minus1 | 49985 | CurrentYearMinus1 |
| Current Year | 50936 | CurrentYear |
| Total | 200530 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $300,795 | GrassrootsCeilingAmount |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Not Described In501c3 | false | NotDescribedIn501c3 |
| Form4720 Filed4912 Tax | false | Form4720Filed4912Tax |
| Substantially All Dues Nondeduct | false | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | false | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | false | AgreeToCarryoverPriorYear |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 449816 | BeginningOfYearBalance |
| Contributions | 18979 | Contributions |
| End Of Year Balance | 468795 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 439505 | BeginningOfYearBalance |
| Contributions | 10311 | Contributions |
| End Of Year Balance | 449816 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 438979 | BeginningOfYearBalance |
| Contributions | 526 | Contributions |
| End Of Year Balance | 439505 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 445770 | BeginningOfYearBalance |
| Other Expenditures | 6791 | OtherExpenditures |
| End Of Year Balance | 438979 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5251 | OtherCostOrOtherBasis |
| Depreciation | 1246 | Depreciation |
| Book Value | 4005 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 53324 | OtherCostOrOtherBasis |
| Depreciation | 39682 | Depreciation |
| Book Value | 13642 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 17647 | TotalOfBookValueLandBuildings |
| Total Revenue | 1374416 | TotalRevenue |
| Total Expenses | 1384778 | TotalExpenses |
| Excess Or Deficit For Year | -10362 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1149 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -1149 | TotalAdjustments |
| Excess Or Deficit Per FS | -11511 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1227654 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1149 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -1149 | RevenueNotRptdF990 |
| Revenue Subtotal | 1228803 | RevenueSubtotal |
| Other Revenues Not Included | 145613 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 145613 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1374416 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1239165 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 1239165 | ExpensesSubtotal |
| Other Expenses Not Included | 145613 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 145613 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1384778 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | DONOR DESIGNATIONS -145,613 DIRECT AGENCY DONOR DESIGNATIONS 145,613 |
| REVENUE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 4B | DONOR DESIGNATIONS 145,613 |
| EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 4B | DIRECT AGENCY DONOR DESIGNATIONS 145,613 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | false | RecordsMaintained |
Recipient Table RecipientTable (28 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 1314 BARNHART ROAD | TROY | OH | 45373 | 310536678 | 3 | 66500 | PEOPLE IN CRISIS |
| APPLESEED RIDGE GIRL SCOUT COUNCIL | |||||||
| 4930 CORNELL ROAD | SIDNEY | OH | 45365 | 310679091 | 3 | 30000 | INVESTING IN YOUTH |
| GATEWAY YOUTH PROGRAM | |||||||
| 201 RM DAVIS PARKWAY | PIQUA | OH | 45356 | 237299345 | 3 | 25000 | 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 | 46000 | PEOPLE IN CRISIS |
| SHELBY CO ADULT DAY CARE | |||||||
| 2901 FAIR ROAD | SIDNEY | OH | 45365 | 346401342 | 3 | 23000 | SENIOR SERVICES |
| SIDNEYSHELBY CO SENIOR CENTER | |||||||
| 201 RM DAVIS PARKWAY | PIQUA | OH | 45356 | 237299345 | 3 | 49500 | 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 | 40000 | 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 | 30130 | PEOPLE IN CRISIS |
| COMPASSIONATE CARE | |||||||
| 124 NORTH OHIO AVE | SIDNEY | OH | 45365 | 208479583 | 3 | 105000 | HEALTH & WELL BEING |
| WILMA VALENTINE AGENCY | |||||||
| 1200 SOUTH CHILDRENS HOME RD | SIDNEY | OH | 45365 | 311596196 | 3 | 81955 | FAMILY SERVICES |
| CLEAR CREEK FARMS | |||||||
| PO BOX 1433 | PIQUA | OH | 45356 | 310982443 | 3 | 30000 | FAMILY SERVICES |
| SHELBY COUNTY-CASAGAL | |||||||
| PO BOX 4187 | SIDNEY | OH | 45365 | GOV | 6000 | INVESTING IN YOUTH | |
| SENIOR HEALTH-CATHOLIC SOCIAL SERVI | |||||||
| 1201 FAIRINGTON DR | SIDNEY | OH | 45365 | 310536645 | 3 | 27500 | SENIOR SERVICES |
| EMERGENCY HOUSING & UTILITIES | |||||||
| 330 E COURT ST | SIDNEY | OH | 45365 | 311131824 | 3 | 12000 | PEOPLE IN CRISIS |
| SAFE HAVEN | |||||||
| 633 NORTH WAYNE ST | PIQUA | OH | 45356 | 311458088 | 3 | 9500 | HEALTH & WELL BEING |
| SPECIAL PROJECTS | |||||||
| 121 E NORTH ST | SIDNEY | OH | 45365 | 344473288 | 3 | 50902 | INVESTING IN COMMUNI |
| COMMUNITY CHRISTMAS DINNER | |||||||
| 121 E NORTH ST | SIDNEY | OH | 45365 | 344473288 | 3 | 7097 | INVEST IN COMMUNITY |
| COMMUNITY IMPACT 1-CHILD PARENT | |||||||
| SHELBY COUNTY COURT HOUSE | SIDNEY | OH | 45365 | GOV | 35000 | FAMILY SERVICES | |
| OTHER UNITED WAY DONOR DESIGNATION | |||||||
| VARIOUS LOCATIONS | VARIOUS | OH | 45365 | 3 | 117816 | DESIGNATION TO OTHER | |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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: 121 E NORTH ST. P.O. BOX 751, SIDNEY, OH 45365-0751 PHONE: 937-492-2101 FAX: 937-492-1552 E-MAIL: BPARKER@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. |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 5 | NET UNREALIZED LOSSES. |
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