2011-12-09T07:10:18-06:00 2011-06-30 CLARK SCHAEFER HACKETT CO 160 NORTH BREIEL BLVD MIDDLETOWN OH 45042 990 2010-07-01 310734490 BUTLER COUNTY UNITED WAY BUTL 5138630800 323 NORTH THIRD STREET HAMILTON OH 45011 BRUCE JEWETT 5138630800 2011-11-16 1 ROBIN M DENNIS 5134245000 2011-11-16 2010 2016-02-24 21:20:13Z BRUCE JEWETT 323 NORTH THIRD STREET HAMILTON OH 45011 2351715 0 X WWW.BC-UNITEDWAY.ORG X 1920 OH CONNECT RESOURCES TO IMPORTANT COMMUNITY NEEDS. 9 9 14 625 0 0 2125255 2071359 0 0 23682 28183 54495 54632 2203432 2154174 1436852 1381391 0 0 495541 510091 0 0 274098 209898 240806 2142291 2132288 61141 21886 2664408 2343277 1795136 1393476 869272 949801 X 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.A YOUTH ACTION COUNCIL AND A SELF-SUFFICIENCY ACTION COUNCIL, EACH COMPOSED OF COMMUNITY EXPERTS AND PROGRAM EXPERTS, DEVELOPED THE PROPOSED STRATEGIES AND MEASURABLE INDICATORS FOR THE RFPS RELEASED TO ALL NON-PROFITS IN BUTLER COUNTY. THE TWO COUNCIL'S MEMBERS MANAGED THE PROCESS, INCLUDING REVIEWING ALL PROPOSALS, AND THEN MAKING AWARDS TO THOSE MOST IN ALIGNMENT WITH THE OUTCOMES IDENTIFIED IN THE RFP. 0 0 1684786 1381391 BUTLER COUNTY UNITED WAY CONNECTS RESOURCES TO COMMUNITY NEEDS THAT ARE IDENTIFIED BY THE COMMUNITY AS MOST CRITICAL. THE RESOURCES MAY INCLUDE FUNDRAISING, GRANT WRITING, OR DEVELOPING COLLABORATIONS THAT BEST ADDRESS THE IDENTIFIED ISSUES. FIFTEEN COMMUNITY LEADERS AND CITIZENS DEVOTED TIME TO CREATE A COMMUNITY AGENDA APPROACH TO ALLOCATING RESOURCES ENTRUSTED TO BUTLER COUNTY UNITED WAY. COMMUNITY SUMMITS WERE HELD IN THE FALL OF 2009 TO DETERMINE THAT EMPLOYMENT EARNING A LIVING WAGE WAS THE MOST CRITICAL NEED FOR ADULTS AND IN THE FALL OF 2010 TO DETERMINE THAT SUPPORTIVE RELATIONSHIPS THAT REDUCE RISKY BEHAVIORS WAS VIEWED TO BE THE MOST CRITICAL ISSUE FOR YOUTH. THESE FINDINGS, IN KEEPING WITH BOARD ESTABLISHED ENDS, WERE USED TO DEVELOP OUTCOMES USED IN THE REQUEST FOR PROPOSAL (RFP) PROCESS. RESOURCE DEVELOPMENT FOCUSES ON REVENUE THAT IS SECURED FROM DIRECT DONOR SOLICITATION, CORPORATE INVESTMENTS,SPONSORSHIP OPPORTUNITIES, AND FUNDRAISING EVENTS. VOLUNTEERS FROM THE COMMUNITY LEAD THE ANNUAL CAMPAIGN AS WELL AS 100 PLUS ADDITIONAL VOLUNTEERS THAT SUPPORT THE DAY TO DAY DETAILS SO OVERHEAD COSTS ARE KEPT LOW AND SYSTEMS EFFICIENT. FUNDRAISING EVENTS LEVERAGED THE VOLUNTEER EFFORTS SO THAT PROFITS DIRECTLY BENEFITED THE AWARD PROCESS. 1684786 1 1 0 0 0 0 0 1 1 1 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 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 14 1 0 0 0 0 0 1 1 0 0 X 9 9 0 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 KAREN MUELLER 2.00 X X 0 0 0 JIM SELL 0.80 X 0 0 0 SHELLY WALLPE 0.80 X 0 0 0 ANDY NASTOFF 0.40 X 0 0 0 AMY WALDBILLIG 0.80 X 0 0 0 LISA BARNES 0.80 X 0 0 0 SHAWN HAMILTON 0.80 X 0 0 0 DAVE YEAGER 0.80 X 0 0 0 STEPHANIE RAKER 4.00 X 0 0 0 BRUCE JEWETT 65.00 X 0 0 0 MAUREEN NOE 65.00 X X 118595 0 29591 JAN TROUTMAN 45.00 X 71975 0 7790 190570 0 37381 1 0 0 0 0 969880 16922 115437 969120 6050 2071359 22142 22142 166566 160525 6041 6041 6041 40483 16922 37016 3467 3467 ADMIN FEES AND RECOVER 561000 41789 41789 RENTAL INCOME 532000 4100 4100 ACCOUNTING SERVICES 541200 1665 1665 3611 3611 51165 2154174 51165 0 31650 1381391 1381391 227951 99394 53677 74880 220882 81095 51805 87982 7191 2829 1720 2642 16889 2978 6007 7904 37178 14626 8893 13659 175 69 42 64 13523 5320 3235 4968 3979 2172 713 1094 46846 18429 11206 17211 42901 27947 5897 9057 29281 11519 7004 10758 25543 12964 472 12107 3731 1929 1802 9388 3693 2246 3449 14976 14026 950 22460 5372 17088 ADMINISTRATIVE FEE 11100 11100 BANK FEES 8265 4274 3991 TELEPHONE 4086 2113 0 1973 AWARDS AND INCENTIVES 2400 944 574 882 MISCELLANEOUS 2152 515 1637 2132288 1684786 173404 274098 6019 47871 368136 441982 1061647 968074 97514 2730 14485 465665 442320 51591 23345 378791 423311 697980 424209 2664408 2343277 37282 33194 13230 8803 326672 39764 1417952 1311715 1795136 1393476 X 807003 886654 62269 63147 869272 949801 2664408 2343277 X 21886 58643 X X 0 1 1 X 0 X 2074588 2002361 2602999 2125255 2071359 10876562 162618 262067 424685 7302 14963 18528 18217 40483 99493 2244508 2279391 2621527 2143472 2111842 11400740 425249 418280 351207 158689 193519 1546944 0 425249 418280 351207 158689 193519 1546944 9853796 39996 55370 26690 23682 22142 167880 39996 55370 26690 23682 22142 167880 21982 23087 8592 56976 51165 161802 2306486 2357848 2656809 2224130 2185149 11730422 0.84000 0.82690 0.01430 0.01460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 325548 501350 787134 39764 1 315415 2024 317439 325528 -10113 315415 441168 -115640 325528 1.00000 0 0 121705 115461 6244 343960 326859 17101 23345 US BANCORP - CUSTODIAL - UNEMP 39762 BOARD DESIGNATED INVESTMENTS 317439 BENEFICIAL INTEREST 67008 424209 PAYROLL WITHHOLDINGS 3647 ALLOCATIONS PAYABLE 1308068 1311715 2154174 2132288 21886 58643 58643 80529 2015088 58643 40000 37016 135659 1879429 274745 274745 2154174 1934559 40000 37016 77016 1857543 274745 274745 2132288 PART IV, LINE 2B: THE OHIO CASUALTY CORPORATION, A MEMBER OF LIBERTY MUTUAL GROUP INSURANCE COMPANY AGREED IN MAY, 2008 TO DONATE $1,000,000 FOR COSTS RELATED TO THE PLANNING FOR AN THE CONSTRUCTION OF THE CHILD ADVOCACY CENTER. BECAUSE UNITED WAY HAS PROVEN TO BE A GOOD STEWARD OF FUNDS TO BE USED IN THE COMMUNITY AND HAS THE STAFF AND EXPERTISE TO PROVIDE FOR THE MANAGEMENT AND OVERSIGHT OF $1,000,000, OHIO CASUALTY MADE THE GIFT TO UNITED WAY FOR THE BENEFIT OF THE CENTER FOR FAMILY SOLUTIONS (CFS), A 501(C)(3) ORGANIZATION. CFS PREPARED AND PROVIDED TO UNITED WAY A FIRM PLAN OF ACTION. AFTER APPROVAL, THROUGHOUT 2010 AND 2011, UNITED WAY TRANSFERRED TO CFS FROM THE OHIO CASUALTY GIFT SUCH AMOUNTS AS UNITED WAY DETERMINED TO BE REASONABLY NECESSARY. AMOUNTS HELD BY THE UNITED WAY AS OF JUNE 30,2011 AND 2010 WERE $0 AND $286,045, RESPECTIVELY. THE BUTLER COUNTY UNITED WAY ALSO ADMINISTERS AND ACTS AS CUSTODIAN FOR AN UNEMPLOYMENT FUND FOR OTHER NOT-FOR-PROFIT ORGANIZATION. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE YEARS OF FILINGS OPEN TO THESE AUTHORITIES AND AVAILABLE FOR AUDIT ARE 2008 - 2010. THE ORGANIZATION'S POLICY WITH REGARDS TO INTEREST AND PENALTIES IS TO RECOGNIZE INTEREST THROUGH INTEREST EXPENSE AND PENALTIES THROUGH OTHER EXPENSE. IN EVALUATING THE ORGANIZATION'S TAX PROVISION AND TAX EXEMPT STATUS, INTERPRETATIONS AND TAX PLANNING STRATEGIES WERE CONSIDERED. THE ORGANIZATION BELIEVES THEIR ESTIMATES ARE APPROPRIATE BASED ON THE CURRENT FACTS AND CIRCUMSTANCES. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES ASSOCIATED WITH SPECIAL EVENTS ON 990 PART VIII, LINE 8B 37,016. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS TO SPECIFIC ORGANIZATIONS 274,745. PART XIII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES ASSOCIATED WITH SPECIAL EVENTS ON 990 PART VIII, LINE 8B 37,016. PART XIII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS TO SPECIFIC ORGANIZATIONS 274,745. GOLF OUTING 41780 13115 28665 910 4766 2722 4718 CHICAGO BUS TRIP 14374 3807 10567 290 8575 124 1578 56154 16922 39232 1200 13341 2846 6296 23683 15549 1 ALCOHOL & CHEMICAL ABUSE COUNCIL 2935 HAMILTON-MASON RD HAMILTON OH 45011 310784671 501 (C)(3) 50895 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) 132501 MENTORING PROGRAMS BOYS & GIRLS CLUB OF HAMILTON INC 958 EAST AVE HAMILTON OH 45011 310616383 501 (C)(3) 81898 AFTER SCHOOL YOUTH DEVELOPMENT CATHOLIC CHARITIES SOUTHWESTERN OHIO 140 N 5TH ST HAMILTON OH 45011 310536968 501 (C)(3) 117416 COUNSELING AND SEXUAL ABUSE TREATMENT DAN BEARD COUNCIL BOY SCOUTS OF AMERICA 2331 VICTORY PKWY CINCINNATI OH 45206 310536651 501 (C)(3) 42020 GENERAL SUPPORT EVERY CHILD SUCCEEDS 333 BURNET AVE CINCINNATI OH 45229 311628467 501 (C)(3) 40523 HOME VISITATIONS FAIRFIELD FOOD PANTRY 1085 MAGIE AVE FAIRFIELD OH 45014 311468906 501 (C)(3) 10636 GENERAL SUPPORT GIRL SCOUTS - GREAT RIVERS COUNCIL INC 4930 CORNELL RD CINCINNATI OH 45242 310679091 501 (C)(3) 15034 LEADERSHIP PROGRAM GREAT MIAMI VALLEY YMCA - HAMILTON CENTRAL BRANCH 105 N 2ND ST HAMILTON OH 45011 310536719 501 (C)(3) 39794 AFTER SCHOOL AND SUMMER INTERVENTION PROGRAM HAMILTON LIVING WATER MINISTRY INC 734 SYCAMORE ST HAMILTON OH 45011 262606598 501 (C)(3) 67240 NEIGHBORHOOD SERVICE CENTER AND CHILDREN'S AND TEEN CENTER LIFESPAN INC 1900 FAIRGROVE AVE HAMILTON OH 45011 310536660 501 (C)(3) 48308 COUNSELING SERVICES LIGHTHOUSE MINISTRIES 626 RIDGELAWN AVE HAMILTON OH 45011 311577220 501 (C)(3) 9190 FOOD PANTRY AND GENERAL SUPPORT MERCY FRANCISCAN AT ST RAPHAEL INC 610 HIGH ST HAMILTON OH 45011 202934871 501 (C)(3) 94337 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) 44277 GENERAL SUPPORT PARTNERS IN PRIME 140 ROSS AVE HAMILTON OH 45013 310569735 501 (C)(3) 16590 GENERAL SUPPORT, TRANSPORTATION SERVICES AND SENIOR CENTERS HELPING HANDS KITCHEN AND EMERGENCY SERVICES SHARED HARVEST FOODBANK INC 5901 DIXIE HWY FAIRFIELD OH 45014 311096571 501 (C)(3) 69373 BACK PACK PROGRAM AND FOODBANK SUPPORTS TO ENCOURAGE LOW-INCOME FAMILIES 1790 AB S ERIE BLVD HAMILTON OH 45012 311445223 501 (C)(3) 79288 HOMELESS SUPPORT AND LITERACY PROGRAM YWCA OF HAMILTON OHIO 244 DAYTON ST HAMILTON OH 45011 310537167 501 (C)(3) 226459 SHELTER SUPPORT AND LITERACY PROGRAM AMERICAN RED CROSS 112 N 2ND ST HAMILTON OH 45011 530196605 501 (C)(3) 20967 GENERAL SUPPORT LEGAL AID SOCIETY OF CINCINNATI 215 E 9TH ST CINCINNATI OH 45202 310536673 501 (C)(3) 14264 LEGAL SERVICES TO PUBLIC COMMUNITY COUNSELING & CRISIS CENTER 110 S COLLEGE AVE OXFORD OH 45056 310804872 501 (C)(3) 38039 GENERAL SUPPORT OHIO STATE UNIVERSITY FOUNDATION 364 W LANE AVE COLUMBUS OH 43201 311145986 501 (C)(3) 12275 GENERAL SUPPORT NEW LIFE BAPTIST MISSION 415 HENRY ST HAMILTON OH 45011 113645996 501 (C)(3) 5855 GENERAL SUPPORT FAMILY SERVICE OF MIDDLETOWN 1131 CENTRAL AVE MIDDLETOWN OH 45044 311023843 501 (C)(3) 7648 GENERAL SUPPORT 24 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 FUNDING AGREEMENT CRITERIA, AVAILABLE FUNDS PER IMPACT AREA. OUTCOME AND PROGRAM DEVELOPMENT TECHNICAL SUPPORT WAS OFFERED TO ALL AGENCIES THROUGHOUT THE YEAR. 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 COMPENSATION 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 58,643. FORM 990, PART XI, LINE 2C THE PROCESS HASN'T CHANGED FROM PRIOR YEAR.