2011-04-25T09:25:45-05:00 2010-06-30 CLARK SCHAEFER HACKETT CO 160 NORTH BREIEL BLVD MIDDLETOWN OH 45042 990 2009-07-01 310734490 BUTLER COUNTY UNITED WAY BUTL 5138630800 323 NORTH THIRD STREET HAMILTON OH 45011 JAN TROUTMAN 5138630800 2011-02-11 1 Robin M Dennis 5134245000 2011-02-10 2009 2016-02-24 21:20:13Z JAN TROUTMAN 323 NORTH THIRD STREET HAMILTON OH 45011 2224130 0 X WWW.BC-UNITEDWAY.ORG X 1920 OH CONNECT RESOURCES TO IMPORTANT COMMUNITY NEEDS. 12 12 11 656 0 0 2602999 2125255 0 26690 23682 -10716 54495 2618973 2203432 1557168 1436852 0 632578 495541 0 222739 311927 209898 2501673 2142291 117300 61141 3372744 2664408 2655736 1795136 717008 869272 CONNECT RESOURCES TO IMPORTANT COMMUNITY NEEDS. THE ORGANIZATION FOCUSES ON THE MOST IMPORTANT HUMAN SERVICE NEEDS FACING THE COMMUNITY AND USES A VARIETY OF METHODS TO COMMUNICATE WITH COMMUNITY MEMBERS IN ORDER TO PRIORITIZE THE ISSUES AND DETERMINE THE PROPER SOLUTIONS TO THESE PROBLEMS. WHETHER THIS MEANS GRANT WRITING, FUNDRAISING, OR COLLABORATING WITH COMMUNITY PARTNERS, THE ORGANIZATION USES COMMUNITY INPUT TO SOLVE COMMUNITY ISSUES. 0 0 1531713 1436852 EVALUATION AND INVESTMENT:ACTION COUNCIL - TWO SPECIFIC ACTION COUNCILS, COMPRISED OF COMMUNITY CITIZENS(INCLUDING ISSUE AND PROGRAM EXPERTS) DEVOTED EFFORTS AND DEVELOPED A STREAMLINED ALLOCATION PROCESS THAT RESPONDED TO THE BOARD'S ENDS, THE COMMUNITY'S NEED PERSPECTIVE AND ULTIMATELY PRESCRIBING OUTCOMES TO ACHIEVE THE ENDS. THE 35 VOLUNTEERS CREATED, MANAGED AND IMPLEMENTED THE PROCESS ALLOCATING FUNDS TO ABOUT 30 AREA ORGANIZATIONS.IMPACT COUNCIL - EIGHTEEN COMMUNITY LEADERS AND CITIZENS DEVOTED TIME TO CREATE A COMMUNITY AGENDA APPROACH TO ALLOCATING UNITED WAY DOLLARS. COMMUNITY SUMMITS WERE HELD THROUGHOUT THE COUNTY TO ENSURE A COMMUNITY ENGAGEMENT PROCESS WAS FOLLOWED. DATA FACTS GROUNDED THE PROCESS INFORMING SUMMIT ATTENDEES ON THE DEMOGRAPHIC AND NEED PROFILE STATUS IN BUTLER COUNTY. RESULTS FROM THE PROCESS REVEALED TOP LEVEL GOALS AND OUTCOMES. 200029 0 COLLABORATIVES:THE ORGANIZATION WORKS WITH A VARIETY OF LOCAL NON-PROFITS, GOVERNMENT ENTITIES AND FAITH-BASED INITIATIVES TO MAXIMIZE LOCAL RESOURCES. KEY COLLABORATIONS THAT GENERATED REVENUE OUTSIDE THE ANNUAL CAMPAIGN WERE: CENTER FOR FAMILY SOLUTIONS, BUTLER COUNTY EARNED INCOME TAX CREDIT INITIATIVE, HOLIDAY COMMUNITY PROJECT, UTILITY COALITION AND THE BRIDGES COALITION. BROKERING SOLUTION IS THE FOCAL POINT IN EACH INITIATIVE DISCUSSION AND PROJECT CONCLUSIONS CREATE NEW COLLABORATIONS, REDUCED COSTS AND INCREASED EFFICIENCIES.THE COMMUNITY GRANT CONSORTIUM CONNECTS LOCAL ORGANIZATIONS, FOR FREE, WITH FUNDS OUTSIDE OF THE COUNTY THROUGH GRANT WRITING EFFORTS. THESE FUNDS HELP SUPPORT CREATIVE NEW PROJECTS AS WELL AS ESTABLISHED PROGRAMS THAT HAVE DEMONSTRATED RESULTS. FOR THE YEARS ENDED JUNE 30, 2010 AND 2009, THE GRANT CONSORTIUM SECURED $2,227,688 AND $186,448, RESPECTIVELY. THE MONETARY GRANT WRITING RESULTS ARE NOT INCLUDED IN THE ORGANIZATION'S FINANCIAL STATEMENTS.THE CENTER FOR FAMILY SOLUTIONS (THE CENTER) IS A COUNTY-WIDE COLLABORATIVE WITH A MISSION TO BE THE EXPERT RESOURCE IN THE COUNTY THAT PROVIDES COMPREHENSIVE, COORDINATED AND ACCESSIBLE SERVICES TO BUTLER COUNTY FAMILIES TO RESPOND TO, TREAT AND PREVENT CHILD ABUSE. THIS PROJECT IS A NEWLY FORMED 501(C)(3) THAT IN THE PAST WAS FACILITATED BY THE ORGANIZATION AND FUNDED THROUGH THE BUTLER COUNTY COMMISSIONERS, GREATER CINCINNATI FOUNDATION, BUTLER COUNTY UNITED WAY AND THE NATIONAL CHILDREN'S ALLIANCE. A VOLUNTEER BOARD OF ELEVEN MEMBERS IS WORKING TO SUPPORT CHILDREN AND FAMILIES IN CRISIS AND END CHILD ABUSE. THE ORGANIZATION SECURED A MILLION DOLLAR GIFT THAT UNITED WAY MANAGES IN A RESTRICTED FUND FOR THE SOLE PURPOSE OF SECURING AND/OR REMODELING A FACILITY TO HOUSE THE CENTER. RECENT NEGOTIATIONS CREATED AN OPPORTUNITY FOR THE CENTER TO CO-LOCATE IN A VACANT KROGER STORE WITH THE BUTLER COUNTY EDUCATIONAL SERVICE CENTER AS THE OWNER. THE ORGANIZATION HAS A SEAT ON THE CENTER'S BOARD AND PARTICIPATES IN ALL OVERSIGHT FUNCTIONS AS ONE BOARD MEMBER. 89261 VOLUNTEER CONNECTION:MORE THAN 150 VOLUNTEER OPPORTUNITIES ARE LISTED IN A COMPUTERIZED DATA BASE TO WHICH THE PUBLIC HAS FULL ACCESS ON UNITED WAY'S WEBSITE. CONNECTING VOLUNTEERS TO VOLUNTEER OPPORTUNITIES IS A PRIORITY FOR UNITED WAY AS FINANCIAL RESOURCES ARE LIMITED AND NEEDS ARE INCREASING. MOBILIZING A COMMUNITY TO RESPOND TO LOCAL NEEDS IS HIGHLIGHTED DURING THE SEMI-ANNUAL DAY OF CARING EVENT. MORE THAN 160 COMMUNITY VOLUNTEERS, PRIMARILY REPRESENTING CORPORATIONS, ARE CONNECTED TO LOCAL SERVICE PROJECTS. A NEW PARTNERSHIP WITH MIAMI UNIVERSITY'S CORPORATE AND COMMUNITY INSTITUTE CREATED AN INAUGURAL NONPROFIT BOARD LEADERSHIP CERTIFCATE PROGRAM BOASTING 15 GRADUATES WHO WERE PLACED, IF INTERESTED, ON A LOCAL NONPROFIT BOARD. 1821003 1 1 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 12 0 1 11 1 0 0 0 0 0 1 0 0 0 0 12 12 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 0 1 0 0 OH X JAN TROUTMAN 5138630800 323 NORTH THIRD STREET HAMILTON OH 45011 CHRIS WORRELL 5.00 X X 0 0 0 ROBERT SOMMERS 1.00 X 0 0 0 KAREN MUELLER 2.00 X X 0 0 0 JIM SELL 1.00 X 0 0 0 BRUCE JEWETT 2.00 X 0 0 0 JOSE ALVAREZ 1.00 X 0 0 0 SHELLY WALLPE 1.00 X 0 0 0 TERI WHITMORE 1.00 X 0 0 0 MELISSA HOWARD 1.00 X 0 0 0 ANDY NASTOFF 1.00 X 0 0 0 RICK REINEL 1.00 X 0 0 0 AMY WALDBILLIG 1.00 X 0 0 0 LISA BARNES 1.00 X 0 0 0 SHAWN HAMILTON 1.00 X 0 0 0 STEPHANIE RAKER 4.00 X 0 0 0 MAUREEN NOE 65.00 X X 118295 0 29591 JAN TROUTMAN 45.00 X 68560 0 7947 186855 0 37538 1 0 0 0 0 909751 13012 111629 1090863 5000 2125255 23682 23682 18217 13012 20698 -2481 -2481 ADMIN FEES AND RECOVER 561000 53820 53820 ACCOUNTING SERVICES 541200 1687 1687 RENTAL INCOME 532000 1118 1118 351 351 56976 2203432 56976 0 21201 1436852 1436852 224392 93018 30141 101233 210174 178238 9248 22688 7102 6826 131 145 21313 18504 1268 1541 32560 20857 2869 8834 13291 13291 21310 11698 2992 6620 34121 34121 20780 8711 6432 5637 16622 6968 5144 4510 18907 11398 132 7377 3413 2072 1341 15313 6419 4739 4155 15461 14026 1435 21301 4686 16615 ADMINISTRATIVE FEE 12213 12213 0 0 BANK FEES 8954 3753 2772 2429 TELEPHONE 5355 3251 0 2104 MISCELLANEOUS 2319 511 1808 AWARDS AND INCENTIVES 538 225 167 146 2142291 1821003 98549 222739 227427 6019 439420 368136 980368 1061647 10035 97514 995 2730 489093 437502 71650 51591 295128 378791 1347721 697980 3372744 2664408 27459 37282 33809 13230 981072 326672 1613396 1417952 2655736 1795136 X 655586 807003 61422 62269 717008 869272 3372744 2664408 X 0 1 1 X 0 X 2108589 2074588 2002361 2602999 2125255 10913792 156771 162618 262067 581456 3367 7302 14963 18528 18217 62377 2268727 2244508 2279391 2621527 2143472 11557625 390775 423039 415890 348677 156261 1734642 0 390775 423039 415890 348677 156261 1734642 9822983 28001 39996 55370 26690 23682 173739 28001 39996 55370 26690 23682 173739 37831 21982 23087 8592 56976 148468 2334559 2306486 2357848 2656809 2224130 11879832 0.82690 0.81250 0.01460 0.01320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 981072 77845 733369 325548 1 325528 -10113 315415 441168 -115640 325528 1.00000 0.00000 0.00000 0 0 145132 118456 26676 343961 319046 24915 51591 US BANCORP - CUSTODIAL - UNEMP 40627 CUSTODIAL CASH AND INVESTMENTS 284921 BOARD DESIGNATED INVESTMENTS 315415 BENEFICIAL INTEREST 57017 697980 PAYROLL WITHHOLDINGS 991 ALLOCATIONS PAYABLE 1416961 1417952 2203432 2142291 61141 91123 91123 152264 2037541 91122 41200 132322 1905219 298213 298213 2203432 1885278 41200 20698 61898 1823380 318911 318911 2142291 Part IV, Line 2b: BUTLER COUNTY UNITED WAY RECEIVED A DONATION OF 1,000,000 IN MAY 2008 TO FUND THE CENTER FOR FAMILY SOLUTIONS(THE CENTER). THE CENTER HAS RECEIVED THEIR 501(C)(3) DESIGNATION FROM THE IRS AND HAS OBTAINED THEIR OWN BOARD BUT WASN'T FULLY OPERATIONAL AS OF 6/30/10. BUTLER COUNTY UNITED WAY HAS A SEAT ON THE CENTER'S BOARD. THE VALUE OF THE ORIGINAL DONATION HAS DECREASED DUE TO MARKET FLUCTUATIONS AND APPROXIMATLEY $700,000 HAS BEEN DISTRIBUTED TO THE CENTER. THE BUTLER COUNTY UNITED WAY ALSO ADMINISTERS AND ACTS AS CUSTODIAN FOR AN UNEMPLOYMENT FUND FOR OTHER NOT-FOR-PROFIT ORGANIZATION. Part V, Line 4: Description of Intended Use of Endowment Funds: THE BOARD DESIGNATED CASH AND INVESTMENTS FOR THE PURPOSE OF MAINTAINING APPROXIMATELY TWO TO THREE MONTHS OF RESERVES FOR FUTURE ALLOCATIONS TO SUPPORTED AGENCIES AND PROGRAMS. Part X: Description of Uncertain Tax Positions Under FIN 48: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). IT ADOPTED FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) GUIDANCE RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ON JULY 1, 2009. THOSE PROVISIONS CLARIFY THE ACCOUNTING AND RECOGNITION FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE ORGANIZATION'S INCOME TAX RETURNS. THE ORGANIZATION DOES NOT CURRENTLY CONDUCT ANY ACTIVITES, WHICH WOULD RESULT IN THE IMPOSITION OF THE UNRELATED BUSINESS INCOME TAX AND BELIEVES IT HAS NOT EARNED ANY UNRELATED BUSINESS INCOME AND HAS ESTIMATED NO TAX IS DUE BASED ON CURRENT FACTS AND CIRCUMSTANCES. THUS, THE ORGANIZATION HAS DETERMINED THAT AN ACCRUAL FOR TAXES IS NOT NEEDED FOR THE YEAR ENDED JUNE 20, 2010. Part XII, Line 4b - Other Adjustments: EXPENSES ASSOCIATED WITH SPECIAL EVENTS ON 990 PART VII, LINE 8B: -20698. DONOR DESIGNATIONS TO SPECIFIC ORGANIZATIONS: 318911. Part XIII, Line 2d - Other Adjustments: EXPENSES ASSOCIATED WITH SPECIAL EVENTS ON 990 PART VII, LINE 8B: 20698. Part XIII, Line 4b - Other Adjustments: DONOR DESIGNATIONS TO SPECIFIC ORGANIZATIONS: 318911. GOLF OUTING 20404 13012 7392 182 3296 1400 2514 CHICAGO BUS TRIP 8400 8400 6738 62 28804 13012 15792 182 10034 1400 2576 14192 1600 1 ALCOHOL & CHEMICAL ABUSE COUNCIL 2935 HAMILTON-MASON RD HAMILTON OH 45011 310784671 501 (C)(3) 52948 SUBSTANCE ABUSE PREVENTION AND FAMILY MEDIATION PROJECT BIG BROTHERS BIG SISTERS OF BUTLER COUNTY INC 5539 EUREKA DR HAMILTON OH 45011 310846147 501 (C)(3) 122705 MENTORING PROGRAMS BOYS & GIRLS CLUB OF HAMILTON INC 958 EAST AVE HAMILTON OH 45011 310616383 501 (C)(3) 86728 AFTER SCHOOL YOUTH DEVELOPMENT CATHOLIC CHARITIES SOUTHWESTERN OHIO 140 N 5TH ST HAMILTON OH 45011 310536968 501 (C)(3) 170709 COUNSELING AND SEXUAL ABUSE TREATMENT CINCINNATI ASSOCIATION FOR THE BLIND AND VISUALLY IMPAIRED 2045 GILBERT AVE CINCINNATI OH 45202 310538511 501 (C)(3) 7559 INDEPENDENT LIVING AND REHABILITATION/EARLY CHILDHOOD AND YOUTH SERVICES BTW COMMUNITY CENTER 1140 SOUTH FRONT ST HAMILTON OH 45011 310540169 501 (C)(3) 17374 GENERAL SUPPORT DAN BEARD COUNCIL BOY SCOUTS OF AMERICA 2331 VICTORY PKWY CINCINNATI OH 45206 310536651 501 (C)(3) 50193 GENERAL SUPPORT EVERY CHILD SUCCEEDS 333 BURNET AVE CINCINNATI OH 45229 311628467 501 (C)(3) 26042 HOME VISITATIONS FAIRFIELD FOOD PANTRY 1085 MAGIE AVE FAIRFIELD OH 45014 311468906 501 (C)(3) 16761 GENERAL SUPPORT GIRL SCOUTS - GREAT RIVERS COUNCIL INC 4930 CORNELL RD CINCINNATI OH 45242 310679091 501 (C)(3) 16710 LEADERSHIP PROGRAM GREAT MIAMI VALLEY YMCA - HAMILTON CENTRAL BRANCH 105 N 2ND ST HAMILTON OH 45011 310536719 501 (C)(3) 49404 AFTER SCHOOL AND SUMMER INTERVENTION PROGRAM HAMILTON LIVING WATER MINISTRY INC 734 SYCAMORE ST HAMILTON OH 45011 262606598 501 (C)(3) 82144 NEIGHBORHOOD SERVICE CENTER AND CHILDREN'S AND TEEN CENTER LIFESPAN INC 1900 FAIRGROVE AVE HAMILTON OH 45011 310536660 501 (C)(3) 41954 COUNSELING SERVICES LIGHTHOUSE MINISTRIES 626 RIDGELAWN AVE HAMILTON OH 45011 311577220 501 (C)(3) 18225 FOOD PANTRY AND GENERAL SUPPORT MERCY FRANCISCAN AT ST RAPHAEL INC 610 HIGH ST HAMILTON OH 45011 202934871 501 (C)(3) 101396 NURSING, EMERGENCY HOUSING SERVICES AND CHOICE PANTRY PARACHUTE SPECIAL ADVOCATES FOR CHILDREN OF BUTLER COUNTY 282 N FAIR AVE HAMILTON OH 45011 311230170 501 (C)(3) 43077 GENERAL SUPPORT PARTNERS IN PRIME 140 ROSS AVE HAMILTON OH 45013 310569735 501 (C)(3) 19992 GENERAL SUPPORT, TRANSPORTATION SERVICES AND SENIOR CENTERS PEOPLE WORKING COOPERATIVELY INC 4612 PADDOCK RD CINCINNATI OH 45229 310859104 501 (C)(3) 11799 EMERGENCY HOME REPAIR SALVATION ARMY 235 LUDLOW ST HAMILTON OH 45011 135562351 501 (C)(3) 14956 HELPING HANDS KITCHEN AND EMERGENCY SERVICES SHARED HARVEST FOODBANK INC 5901 DIXIE HWY FAIRFIELD OH 45014 311096571 501 (C)(3) 57485 BACK PACK PROGRAM AND FOODBANK SOJOURNER RECOVERY INC 314 NORTH ERIE HWY HAMILTON OH 45011 311070029 501 (C)(3) 5935 ADDICTION RECOVERY SUPPORTS TO ENCOURAGE LOW-INCOME FAMILIES 1790 AB S ERIE BLVD HAMILTON OH 45012 311445223 501 (C)(3) 116471 HOMELESS SUPPORT AND LITERACY PROGRAM YWCA OF HAMILTON OHIO 244 DAYTON ST HAMILTON OH 45011 310537167 501 (C)(3) 162911 SHELTER SUPPORT AND LITERACY PROGRAM AMERICAN RED CROSS 112 N 2ND ST HAMILTON OH 45011 530196605 501 (C)(3) 18134 GENERAL SUPPORT LEGAL AID SOCIETY OF CINCINNATI 215 E 9TH ST CINCINNATI OH 45202 310536673 501 (C)(3) 14418 LEGAL SERVICES TO PUBLIC COMMUNITY COUNSELING & CRISIS CENTER 110 S COLLEGE AVE OXFORD OH 45056 310804872 501 (C)(3) 40980 GENERAL SUPPORT OHIO STATE UNIVERSITY FOUNDATION 364 W LANE AVE COLUMBUS OH 43201 311145986 501 (C)(3) 7350 GENERAL SUPPORT NEW LIFE BAPTIST MISSION 415 HENRY ST HAMILTON OH 45011 113645996 501 (C)(3) 12898 GENERAL SUPPORT 28 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: FUNDING DECISIONS ARE DETERMINED USING THE FOLLOWING: PROGRAM OUTCOMES REVIEW, UNITED WAY'S SIX PARTNERSHIP AGREEMENT CRITERIA, AVAILABLE FUNDS PER IMPACT AREA. OUTCOME AND PROGRAM DEVELOPMENT TECHNICAL SUPPORT WAS OFFERED TO ALL PARTNER AGENCIES THROUGHOUT THE YEAR. S DENISE SOMMERS FAMILY MEMBER OF TWO BOARD MEMBERS, ROBERT SOMMERS AND MELISSA HOWARD 48395 EMPLOYMENT 0 Form 990, Part VI, Section A, line 2 TRUSTEES ROBERT SOMMERS AND MELISSA HOWARD HAVE A FAMILY RELATIONSHIP. Form 990, Part VI, Section A, line 7a THE ORGANIZATION HAS AN ANNUAL MEETING. COMMUNITY MEMBERS ARE INVITED TO ATTEND AND ANY COMMUNITY MEMBER OVER AGE 18 MAY ELECT ELIGIBLE BOARD MEMBERS. Form 990, Part VI, Section B, line 11 A COPY OF THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. Form 990, Part VI, Section B, line 12c THE ORGANIZATION ASKS THE BOARD OF TRUSTEES TO DISCLOSE ANY CONFLICT OF INTEREST ISSUES ON AN ANNUAL BASIS. THE ORGANIZATION ALSO WILL ADDRESS ANY POTENTIAL CONFLICTS THAT ARISE THROUGHOUT THE YEAR. Form 990, Part VI, Section B, line 15a THE CEO RECEIVES AN ANNUAL PERFORMANCE REVIEW BY THE BOARD OF TRUSTEES. A FAVORABLE REVIEW LEADS TO A COMPENSATON INCREASE IF FUNDS ARE AVAILABLE. THE UNITED WAY OF AMERICA SALARY SURVEY IS USED IN AN EFFORT TO KEEP COMPENSATION AT THE INDUSTRY STANDARD. THE CFO RECEIVES AN ANNUAL PERFORMANCE REVIEW FROM THE CEO. THE UNITED WAY OF AMERICA SALARY SURVEY IS USED IN AN EFFORT TO KEEP COMPENSATION AT THE INDUSTRY STANDARD. Form 990, Part VI, Section C, line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENT AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 2C THE PROCESS HASN'T CHANGED FROM PRIOR YEAR.