2012-10-25T12:03:05-05:00 2011-12-31 H & J CERTIFIED PUBLIC ACCOUNTANTS INC 37131 EUCLID AVENUE WILLOUGHBY OH 44094 990 2011-01-01 341105038 UNITED WAY OF LAKE COUNTY INC UNIT 4403523166 9285 PROGRESS PARKWAY MENTOR OH 44060 DEBORAH FOLEY 4403523166 2012-10-31 true ROLLAND B STANDISH 4409512997 2012-10-25 2011 2016-02-24 21:20:13Z DEBORAH FOLEY 9285 PROGRESS PARKWAY MENTOR OH 44060 3238719 false X WWW.UWLC.ORG X 1972 OH THE UNITED WAY OF LAKE COUNTY PROVIDES THE MOST EFFECTIVE CHANNEL THROUGH WHICH THE COMMUNITY MAY PARTICIPATE IN A VOLUNTARY, COOPERATIVE EFFORT TO IDENTIFY, EVALUATE, SUPPORT AND FUND CURRENT HUMAN SERVICE NEEDS IN LAKE COUNTY. 43 43 34 1050 0 3028241 3177532 0 68456 35926 55220 25261 3151917 3238719 1950773 2023139 0 866196 741743 0 266027 377874 307096 3194843 3071978 -42926 166741 4909937 5134253 1212518 1317719 3697419 3816534 X THE UNITED WAY OF LAKE COUNTY PROVIDES THE MOST EFFECTIVE CHANNEL THROUGH WHICH THE COMMUNITY MAY PARTICIPATE IN A VOLUNTARY, COOPERATIVE EFFORT TO IDENTIFY, EVALUATE, SUPPORT AND FUND CURRENT HUMAN SERVICE NEEDS IN LAKE COUNTY. false false 2179180 2023139 ALLOCATIONS AND AGENCY RELATIONS INCLUDE THE EVALUATION OF COMMUNITY NEEDS AND THE DISTRIBUTION OF FUNDS TO BEST MEET THOSE NEEDS. 313425 COMMUNITY PLANNING INCLUDES COORDINATION OF AGENCY STAFF, VOLUNTEERS AND OTHER RESOURCES TO CONDUCT ACTIVITIES FOR THE BETTERMENT OF THE COMMUNITY. 111432 INFORMATION AND REFERRAL SERVICES ARE PROVIDED BY 211, WHICH IS THE 24 HOURS PER DAY PHONE NUMBER THAT CONNECTS CALLERS TO CURRENT INFORMATION ABOUT NEEDED HEALTH AND HUMAN SERVICES AVAILABLE IN THE COMMUNITY. COMMUNITY CENTER EXPENSES CONSIST OF THE COSTS TO MAINTAIN MEETING SPACE WITHIN THE AGENCY'S BUILDING WHICH IS USED BY VARIOUS COMMUNITY GROUPS FREE OF CHARGE. 2604037 true true false false false false false false false false true false false false true true true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false true 0 0 34 true false false false false false false false false false false X 43 43 true false false false false false false true true false false true true true true true true true true false OH X DEBORAH FOLEY 4403523166 9285 PROGRESS PARKWAY MENTOR OH 44060 STEPHEN A ROSZCZYK 5.00 X X 0 0 0 GREGORY LIEB 5.00 X X 0 0 0 RICHARD CICERO 5.00 X X 0 0 0 DAN DUNLAP 2.00 X 0 0 0 BRIAN BURKHARDT 2.00 X 0 0 0 TOM SELLENY 2.00 X 0 0 0 MELISSA CROCKETT-WILLIS 2.00 X 0 0 0 TODD CROCKETT 2.00 X 0 0 0 MELISSA FERGUSON 2.00 X 0 0 0 WILLIAM HORVATH 2.00 X 0 0 0 JACQUELINE HOYNES 2.00 X 0 0 0 RAY KIRCHNER JR 2.00 X 0 0 0 KAY MALEC 2.00 X 0 0 0 RITA MCMAHON 2.00 X 0 0 0 THOMAS ROSEUM 2.00 X 0 0 0 JUDY SUSTAR 2.00 X 0 0 0 THOMAS BENDA 2.00 X 0 0 0 WILLIAM TAYLOR 2.00 X 0 0 0 THOMAS FERGUSON 2.00 X 0 0 0 TODD ALISHUSKY 2.00 X 0 0 0 STEPHEN BAUM 2.00 X 0 0 0 WILLIAM BLAUSEY JR 2.00 X 0 0 0 JOSEPH COCOZZO 2.00 X 0 0 0 PHIL CASELLA 2.00 X 0 0 0 MATTHEW DONOVAN 2.00 X 0 0 0 MICHAEL HANLON JR 2.00 X 0 0 0 THOMAS HILL 2.00 X 0 0 0 JEFFREY JEMISON 2.00 X 0 0 0 KEVIN LYNCH 2.00 X 0 0 0 JOHN PETRIC 2.00 X 0 0 0 THOMAS RUFFNER 2.00 X 0 0 0 ROBERT SCHIEBLI 2.00 X 0 0 0 RAY SOMICH 2.00 X 0 0 0 ROGER SUSTAR 2.00 X 0 0 0 MICHAEL VICTOR 2.00 X 0 0 0 WILLIAM WEAVER 2.00 X 0 0 0 DAVE WILES 2.00 X 0 0 0 ROBERT LEE 2.00 X 0 0 0 JODI LITTMAN TOMASZEWSKI 2.00 X 0 0 0 ABRAHAM CANTOR 2.00 X 0 0 0 CAROL-ANN SCHINDEL 2.00 X 0 0 0 PAUL VANEK 2.00 X 0 0 0 ELIZABETH HARWOOD 2.00 X 0 0 0 JANIS THIEDEMANN 5.00 X X 0 0 0 DEBORAH FOLEY 40.00 X 104509 0 11838 104509 11838 1 false false false 280200 2897332 3177532 35926 35926 OTHER INCOME 25261 25261 25261 3238719 25261 35926 2023139 2023139 104509 65027 13542 25940 503530 313300 65248 124982 80716 51962 10821 17933 52988 32970 6865 13153 38480 20144 11026 7310 19785 10731 9054 10499 3877 2494 4128 46279 27671 12540 6068 16354 8093 5890 2371 36399 164 14845 21390 27765 16104 7774 3887 PMTS TO AFFILIATED AGCY 33723 33723 MEDIA 28394 5626 22768 TELEPHONE 18586 15091 1199 2296 MISCELLANEOUS 15808 6706 8275 827 15024 9058 2046 3920 3071978 2604037 201914 266027 1028610 1208280 2288159 2374731 21459 5972 1174926 610529 576362 564397 973755 956459 21592 24414 4909937 5134253 44086 83964 1168432 1233755 1212518 1317719 X 1716977 2355843 1980442 1460691 3697419 3816534 4909937 5134253 166741 -47626 X false true true X false X 3086081 3813159 3397531 3028241 3177532 16502544 3086081 3813159 3397531 3028241 3177532 16502544 16502544 156678 37486 20478 68456 35926 319024 16821568 25261 0.98100 0.97340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false false false 200500 200500 829413 473033 356380 145013 137496 7517 564397 DUE TO DESIGNATED AGENCIES 1233755 1233755 3238719 3071978 166741 -47626 -47626 119115 3275430 -47626 84337 36711 3238719 3238719 3156315 84337 84337 3071978 3071978 LIABILITY UNDER FIN 48 FOOTNOTE SCHEDULE D, PAGE 3, PART X THE AGENCY FOLLOWS THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES. THE AGENCY'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE AGENCY'S OPEN AUDIT PERIODS ARE 2008 THROUGH 2010. IN EVALUATING THE AGENCY'S ACTIVITIES, THE AGENCY BELIEVES ITS POSITION OF TAX-EXEMPT STATUS IS CURRENT BASED ON CURRENT FACTS AND CIRCUMSTANCES. THEY FURTHER HAVE ASSESSED THAT THERE ARE NO ACTIVITIES UNRELATED TO THE PURPOSE OF THE AGENCY AND THEREFORE NO TAX IS TO BE RECOGNIZED. IT IS THE POLICY OF THE AGENCY TO INCLUDE IN OPERATING EXPENSES PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES. THERE ARE NO PENALTIES OR INTEREST FROM TAXING AUTHORITIES INCLUDED IN OPERATING EXPENSES FOR THE YEARS ENDED DECEMBER 31, 2011 OR 2010. true AMERICAN RED CROSS 530196605 C3 85050 ALLOCATION ARTHRITIS FOUNDATION 346544884 C3 6400 ALLOCATION BIG BROTHERS BIG SISTERS 341753916 C3 87972 ALLOCATION BOY SCOUTS OF GWRC 341740075 C3 75020 ALLOCATION CAMP SUE OSBORN 341222384 C3 37700 ALLOCATION CATHOLIC SOCIAL SERVICES CATHOLIC 341908579 C3 71180 ALLOCATION CHILD CARE ON THE SQUARE 341367640 C3 64080 ALLOCATION CROSSROADS 341458441 C3 9000 ALLOCATION EASTLAKE SENIOR CENTER 5436 ALLOCATION FAIRPORT SENIOR CENTER 8000 ALLOCATION FINE ARTS ASSOCIATION 340834212 C3 29500 ALLOCATION FORBES HOUSE 341291205 C3 90000 ALLOCATION GIRL SCOUTS OF NEO 340726094 C3 10600 ALLOCATION HOSPICE OF THE WESTERN RESERVE 341256377 C3 52410 ALLOCATION KIDNEY FOUNDATION 340827748 C3 26000 ALLOCATION LAKE COUNTY CHURCH NETWORK 341887344 C3 24020 ALLOCATION LAKE COUNTY COUNCIL ON AGING 237266637 C3 52500 ALLOCATION LAKE COUNTY FREE CLINIC 341081191 C3 139922 ALLOCATION LAKE GEAUGA RECOVERY CENTER 341119240 C3 145300 ALLOCATION LIFELINE 237317490 C3 152100 ALLOCATION MADISON SENIOR CENTER 10000 ALLOCATION MENTOR SENIOR CENTER 11116 ALLOCATION NEIGHBORING 341109253 C3 77020 ALLOCATION NEW DIRECTIONS FOR LIVING 341485922 C3 60000 ALLOCATION PAINESVILLE SENIOR CENTER 5893 ALLOCATION PROJECT HOPE 341769046 C3 61600 ALLOCATION SALVATION ARMY 135562351 C3 215211 ALLOCATION SENIOR INDEPENDENCE AT BRECKNRIDGE 311166164 C3 9014 ALLOCATION STARTING POINT 341650004 C3 15000 ALLOCATION WESTERN RESERVE COMMUNITY DEVELOPME 341724876 C3 13000 ALLOCATION WESTERN RESERVE COUNSELING 341126565 C3 100000 ALLOCATION WICKLIFFE SENIOR CENTER 6532 ALLOCATION YWCA 340714796 C3 169678 ALLOCATION SOCIETY FOR REHABILITATION 340901140 C3 14040 SOLUTIONS GRANT COACHES' CORNER 651317863 C3 7500 SOLUTIONS GRANT NEIGHBORING 341109253 C3 15000 SOLUTIONS GRANT CAPTAINS CHARITIES 352197135 C3 6000 EMERGENCY ASSISTANCE LAKE ACADEMY 592764174 C3 5740 SOLUTIONS GRANT CHILDCARE ON THE SQUARE 341367640 C3 10000 EMERGENCY ASSISTANCE 33 6 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES SCHEDULE I, PAGE 1, PART I, LINE 2 RECIPIENT AGENCIES ARE REQUIRED TO SUBMIT AN ANNUAL OUTCOME MEASUREMENT REPORT WHICH IS REVIEWED BY MANAGEMENT AND EVALUATION AND INVESTMENT COMMITTEES. ADDITIONAL INFORMATION SCHEDULE I, PAGE 4, PART IV GRANTEE ADDRESSES ARE AVAILABLE UPON REQUEST FROM THE ORGANIZATION'S OFFICE. ALL AGENCIES HAVE PROGRAMS ACTIVE WITHIN LAKE COUNTY, OHIO. THE PURPOSE OF ALL ALLOCATION AWARDS IS TO SUPPORT THE PROGRAMS OF MEMBER AGENCIES AND COMMUNITY PARTNERS. CERTAIN OTHER GRANTS PROVIDE EMERGENCY ASSISTANCE TO INDIVIDUALS IN NEED OF TRANSITIONAL HOUSING, UTILITIES, MEDICAL AND OTHER SUPPORT. ORGANIZATION'S MISSION FORM 990 - ORGANIZATION'S MISSION THE UNITED WAY OF LAKE COUNTY PROVIDES THE MOST EFFECTIVE CHANNEL THROUGH WHICH THE COMMUNITY MAY PARTICIPATE IN A VOLUNTARY, COOPERATIVE EFFORT TO IDENTIFY, EVALUATE, SUPPORT AND FUND CURRENT HUMAN SERVICE NEEDS IN LAKE COUNTY. ALL OTHER ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4D COMMUNITY CENTER EXPENSES CONSIST OF THE COSTS TO MAINTAIN MEETING SPACE WITHIN THE AGENCY'S BUILDING WHICH IS USED BY VARIOUS COMMUNITY GROUPS FREE OF CHARGE. RELATED PARTY INFORMATION AMONG OFFICERS FORM 990, PAGE 6, PART VI, LINE 2 MELISSA WILLIS TODD CROCKETT DIRECTOR DIRECTOR FAMILY RELATIONSHIP MELISSA FERGUSON TOM FERGUSON DIRECTOR DIRECTOR FAMILY RELATIONSHIP JUDY SUSTAR ROGER SUSTAR DIRECTOR DIRECTOR FAMILY RELATIONSHIP ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B THE 990 WAS PREPARED BY AN INDEPEDENT CPA AND PROVIDED TO THE FINANCE STAFF AND MANAGEMENT FOR REVIEW. AFTER REVIEW AND MODIFICATIONS, THE 990 WAS PROVIDED TO THE FINANCE COMMITTEE, TO WHICH THE BOARD HAS DELEGATED AUTHORITY FOR 990 REVIEW ON BEHALF OF THE ORGANIZATION. AFTER THE FINANCE COMMITTEE REVIEWED THE 990 AND APPROVED IT FOR FILING, THE INFORMATION RETURN IS PROVIDED TO THE BOARD PRIOR TO BEING ELECTRONICALLY FILED. THE AUTHORIZATION FOR FILING IS SIGNED BY A BOARD OFFICER. ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C ALL OF THE GOVERNING BODY ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST FORM. WHEN VOTES ARE TAKEN ALL ARE REQUIRED TO DISCLOSE IF A CONFLICT EXISTS. ALL EMPLOYEES ARE ALSO REQUIRED TO FILL OUT THE FORM AS WELL. COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A IN DEPTH REVIEW OF THE EXECUTIVE DIRECTOR'S PERFORMANCE AS WELL AS REVIEW OF THE COMPARABILITY OF THE PRESIDENT'S SALARY WITH OTHER LIKE AGENCIES IS PERFORMED BY THE EXECUTIVE COMMITTEE. THE SALARY IS APPROVED BY THE BOARD AND IS DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B A REVIEW OF OTHER KEY EMPLOYEES' PERFORMANCE AND SALARY IS PERFORMED BY THE EXECUTIVE DIRECTOR. THE DIRECTOR'S RECOMMENDATIONS ARE INCLUDED IN THE BUDGET AND APPROVED BY THE BOARD AND DOCUMENTED IN THE BUDGET APPROVAL MINUTES. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION DOES MAKE ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.