2024-02-13T15:29:54-06:00 2023-03-31 410746749 CLIFTONLARSONALLEN LLP 388 SOUTH MAIN STREET SUITE 420 AKRON OH 44311 990 2022-04-01 341169257 UNITED WAY OF SUMMIT AND MEDINA UNIT 3307627601 37 NORTH HIGH STREET SUITE A AKRON OH 44308 JIM MULLEN PRESIDENT & CEO 3307627601 2024-01-25 1 JIM MULLEN 999009999 1 JENNIFER COLEMAN P00743188 3303760100 2024-01-25 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JIM MULLEN 37 NORTH HIGH STREET SUITE A AKRON OH 44308 35571160 0 X WWW.UWSUMMIT.ORG X 1951 OH WE IMPROVE LIVES BY MOBILIZING COMMUNITY RESOURCES TO ADVANCE THE COMMON GOOD. 57 57 139 550 53126 1213 39928067 32141408 440778 354517 125218 143620 40755 232026 40534818 32871571 4675137 2971781 0 0 6247058 7507492 0 0 1302892 30135125 22405538 41057320 32884811 -522502 -13240 18561272 18156247 4184654 3972924 14376618 14183323 X WE IMPROVE LIVES BY MOBILIZING COMMUNITY RESOURCES TO ADVANCE THE COMMON GOOD. 0 0 18088845 0 0 SUMMIT COUNTY CARES - BY MARCH OF 2020, IT WAS CLEAR THAT THE COMMUNITY NEEDED TO DEVELOP A SYSTEM FOR CHANNELING STATE AND FEDERAL AID TO THE SUMMIT COUNTY RESIDENTS MOST AFFECTED BY THE HISTORIC ECONOMIC RECESSION TRIGGERED BY THE COVID-19 PANDEMIC. THE COUNTY OF SUMMIT DESIGNED SUMMIT COUNTY CARES, A CONSORTIUM OF UWSM AND SEVERAL OTHER COMMUNITY PARTNERS, AS THE FRONT DOOR FOR RESIDENTS TO ACCESS RENT, MORTGAGE, AND UTILITY ASSISTANCE. UWSM TOOK A LEAD ROLE IN ADMINISTERING THE CARES PROGRAM, WITH AGENCY STAFF COORDINATING WORKFLOW AND CASELOADS AMONG COMMUNITY PARTNERS, PROCESSING APPLICATIONS WHILE PROVIDING CASE MANAGEMENT TO AFFECTED TENANTS AND LANDLORDS, AND DISBURSING ALL ASSISTANCE CHECKS. THIS TREMENDOUS EFFORT INVOLVED THE MAJORITY OF THE AGENCY'S STAFF AND RESULTED IN THE REDIRECTION AND TRAINING OF SEVERAL STAFF MEMBERS AND TEAMS TO ASSIST WITH CASES, THE HIRING OF SEVERAL TEMPORARY STAFF MEMBERS TO ASSIST WITH VARIOUS PROGRAM COMPONENTS AND, OVER THE PROGRAM'S FIRST TWO PHASES, THE DISTRIBUTION OF 24 TIMES THE AMOUNT OF HOUSING ASSISTANCE THAT UWSM TYPICALLY HANDLES IN A YEAR. SINCE THE LAUNCH OF SUMMIT COUNTY CARES, CARES WAS RESPONSIBLE FOR PROVIDING OVER 23,982 RENT, UTILITY AND MORTGAGE PAYMENTS AND OVER $68M. 58% OF APPLICANTS WERE AFRICAN AMERICAN, 74% WERE WOMEN, AND 43% OF THE HOUSEHOLDS SERVED HAD SCHOOL AGED CHILDREN. THIS IS PARTICULARLY IMPORTANT, AS IT HAS LONG BEEN DOCUMENTED THAT SINGLE BLACK MOTHERS DISPROPORTIONATELY FACE EVICTION. 4290884 2971781 354517 COMMUNITY IMPACT - COMMUNITY IMPACT IS THE EFFORT TO ALIGN RESOURCES AROUND COMMON STRATEGIES TO ACCOMPLISH BOLD GOALS. UWSM BRINGS TOGETHER NON-PROFIT AGENCIES, GOVERNMENT AGENCIES, TOPICAL EXPERTS, VOLUNTEERS AND FUNDERS TO PLAN AND WORK COLLABORATIVELY TOWARD ACHIEVING COMMUNITY-WIDE OBJECTIVES. AS PART OF THAT EFFORT, WE INVEST RESOURCES IN NONPROFIT AGENCIES, INTERNAL PROGRAMMING, AND VOLUNTEER ACTIVITIES THAT HAVE A TRACK RECORD OF IMPROVING EDUCATION, INCOME, AND HEALTH IN SUMMIT AND MEDINA COUNTIES. 3138887 0 0 HOUSING SERVICES - OUR HOUSING SERVICES DEPARTMENT SERVES AS THE COMMUNITY'S FRONT DOOR AND CENTRAL INTAKE FOR HUD-FUNDED SHELTERS AND PERMANENT SUPPORTIVE HOUSING PROGRAMS IN SUMMIT COUNTY AS WELL AS THE LOCAL CONTINUUM OF CARE FOR ADDRESSING HOMELESSNESS IN THE COMMUNITY. OUR HOUSING SERVICES PROGRAM ADMINISTERS THE COMMUNITY'S HOMELESS MANAGEMENT INFORMATION SYSTEM AND OVERSEES DATA COLLECTION FOR HOMELESSNESS IN THE COMMUNITY WHILE ALSO OFFERING OUR OWN SUITE OF SERVICES TO RAPIDLY REHOUSE HOMELESS RESIDENTS OF THE COMMUNITY AND TO PREVENT HOMELESSNESS FOR THOSE THREATENED BY IT. OVER THE COURSE OF THIS YEAR, THE PROGRAM PROVIDED 385 INSTANCES OF RENTAL/SECURITY DEPOSIT ASSISTANCE. OUR CENTRAL INTAKE, WHICH SERVES AS THE FRONT DOOR POINT OF CONTACT FOR HOUSING SERVICES THROUGHOUT THE COMMUNITY, SERVED 2,420 TOTAL HOUSEHOLDS, INCLUDING 2,698 ADULTS AND 1,658 CHILDREN. OUR OWN RAPID REHOUSING PROGRAM REHOUSED 260 HOUSEHOLDS AND OUR HOMELESS PREVENTION PROGRAM SERVED 345 HOUSEHOLDS. ADDITIONALLY, HOUSING SERVICES SECURED FUNDING TO EXPAND ITS SERVICES TO UWSM'S FAMILY RESOURCE CENTERS, THEREBY BROADENING WRAP-AROUND SERVICES FOR FAMILIES WITH SCHOOL AGED CHILDREN. WE ALSO INCORPORATED DIVERSION, A MORE INTENSIVE, ROBUST, AND CLIENT-DRIVEN SERVICE INTERVENTION, AS A PRACTICE IN CENTRALIZED INTAKE. THIS REQUIRED A COMPLETE PROCEDURAL REDESIGN AND EXPANDED HOUSING SERVICES' COLLABORATION WITH 2-1-1. 1259954 0 0 FAMILY RESOURCE CENTERS (FRC) - THE FRCS PROVIDE AND SUPPORT COORDINATED PROGRAMS/SERVICES FOR STUDENTS AND FAMILIES THAT REDUCE BARRIERS TO LEARNING WHILE PROMOTING FAMILY ENGAGEMENT, READING PROFICIENCY, AND EARLY GRADES ATTENDANCE. IN FY20, UWSM, IN PARTNERSHIP WITH AKRON PUBLIC SCHOOLS, LAUNCHED FAMILY RESOURCE CENTERS IN ROBINSON AND HELEN ARNOLD COMMUNITY LEARNING CENTERS. THEN, AT THE END OF FY21, UWSM LAUNCHED A THIRD FRC AT MCEBRIGHT COMMUNITY LEARNING CENTER. IN FYE22, UWSM LAUNCHED ITS FOURTH FRC AT NORTH COMMUNITY LEARNING CENTER. THIS FRC IS OUR FIRST WITHIN GRADES 9-12. A PARTNERSHIP WITH UNITED WAY WORLDWIDE AND DOORDASH EXPANDED TO DELIVER FOOD AND SCHOOL SUPPLIES TO FAMILIES WITHIN OUR FRCS. AS PART OF A STRATEGY TO OFFER UWSM'S FULL ECOSYSTEMS OF SERVICES AT THE FRCS, HOUSING SERVICES CASE MANAGERS AND FINANCIAL COACHES ARE SCHEDULED ONSITE AT THE CENTERS TO PROVIDE HOUSING ASSISTANCE, FINANCIAL COACHING, AND TAX PREPARATION SERVICES. 1152477 0 0 2-1-1 - UWSM'S 2-1-1 PROGRAM CONNECTS PEOPLE IN NEED WITH SERVICES 24 HOURS A DAY, 7 DAYS A WEEK, PROVIDING REFERRALS BY PHONE AND TEXT AND THROUGH THE 2-1-1 ONLINE RESOURCE DATABASE. 2-1-1 ALSO PLAYS A KEY ROLE IN PROVIDING SERVICE COORDINATION AMONG UWSM'S OTHER SERVICES, INITIATIVES, AND PROGRAMS. IN FY22, 2-1-1 CONTINUES TO TAKE ON SERVICES FOR A TOTAL OF NINE COUNTIES (SUMMIT, MEDINA, CARROLL, HARRISON, JEFFERSON, LORAIN, PORTAGE, STARK, AND TUSCARAWAS COUNTIES). IN ALL, THE 2-1-1 LINE HANDLED 76,822 CALLS, 1,354 TEXTS, AND 115,221 DATABASE SEARCHES IN SUMMIT & MEDINA COUNTIES. 2-1-1 TRULY HAS BECOME THE ENTRY POINT TO SERVICES THROUGHOUT OUR COMMUNITY. 548643 0 0 DIVERSITY, EQUITY & INCLUSION (DEI) - UWSM FIRMLY BELIEVES THAT WE CANNOT BUILD A BETTER FUTURE FOR OUR COMMUNITY UNLESS WE BUILD IT TOGETHER. OUR DEI PROGRAMMING INCLUDES BRIDGES SUMMIT COUNTY, POVERTY SIMULATIONS, AND VARIOUS DEI WORKSHOPS INCLUDING IMPLICIT BIAS. BRIDGES PROVIDES A FRAMEWORK TO HELP EMPLOYERS, COMMUNITY ORGANIZATIONS, SOCIAL SERVICE AGENCIES, AND INDIVIDUALS LEARN HOW TO EFFECTIVELY REACH AND SUPPORT ADULTS AND FAMILIES WHO ARE STRIVING TO GO FROM FINANCIAL DEPENDENCE TO INDEPENDENCE. OUR IMPLICIT BIAS WORKSHOP DISCUSSES THE UNDERSTANDING AND IMPLICATIONS OF HOW OUR UNCONSCIOUS THOUGHTS DRIVE OUR ATTITUDES, STEREOTYPES, DECISIONS, AND ULTIMATELY DISCRIMINATORY ACTIONS TOWARDS INDIVIDUALS AND GROUPS, AND HOW WE MIGHT BECOME MORE AWARE AND MITIGATE OUR BIASES. WITH COVID-19 TAKING PLACE DURING THIS FISCAL YEAR, WE WERE ABLE TO SHIFT TO COMPLETELY VIRTUAL WORKSHOPS. AS A RESULT, 951 PEOPLE ATTENDED OUR 29 COMMUNITY DEI WORKSHOPS TO ENSURE HEIGHTENED AWARENESS OF THE MISSION FOR DEI IN OUR COMMUNITY. ALSO DURING THE FISCAL YEAR, WE CONTINUED BUILDING INFRASTRUCTURE AROUND WRAPPING OUR DEI SERVICES WITH OUR AGENCY PARTNERS - PARTICULARLY BY OFFERING ADDITIONAL WORKSHOPS AND TRAININGS AND CONNECTING ORGANIZATIONS TO EXTERNAL DEI RESOURCES AND SUPPORT SYSTEMS. UWSM ALSO FORMED AN INTERNAL DEI COMMITTEE, COMPRISED OF BOARD, STAFF, AND COMMUNITY MEMBERS THAT PROVIDES ADVISORY SUPPORT FOR INTERNAL AND EXTERNAL DEI INITIATIVES. DUE TO THE PANDEMIC, OUR POVERTY SIMULATIONS WERE SUSPENDED AS WE COULD NOT ADEQUATELY RECREATE THE EXPERIENCE VIRTUALLY. HOWEVER, WE ANTICIPATE THAT PROGRAMMING TO RESUME DURING FY22. 498203 0 0 FINANCIAL EMPOWERMENT CENTERS - THE AKRON FINANCIAL EMPOWERMENT CENTER (FEC) IS A PROGRAM OF THE CITY OF AKRON IN PARTNERSHIP WITH UNITED WAY. THE FEC PROVIDES PROFESSIONAL, ONE-ON-ONE FINANCIAL COUNSELING AS A FREE PUBLIC SERVICE TO ENABLE RESIDENTS TO ADDRESS THEIR FINANCIAL CHALLENGES AND NEEDS AS WELL AS PLAN FOR THEIR FUTURES. FEC CLIENTS RECEIVE FREE ASSISTANCE WITH MONEY MANAGEMENT, BUDGETING, REDUCING DEBT, ESTABLISHING AND IMPROVING CREDIT, CONNECTING TO SAFE AND AFFORDABLE BANKING SERVICES, BUILDING SAVINGS, AND REFERRALS TO OTHER SERVICES AND ORGANIZATIONS. PROFESSIONALLY TRAINED COUNSELORS SUPPORT THEIR CLIENTS IN NAVIGATING COMPLEX FINANCIAL CHALLENGES AND CHOICES, HELPING THEM IDENTIFY AND MEET PRESENT CHALLENGES AND FUTURE AMBITIONS. BANK ON RUBBER CITY LEVERAGES MUNICIPAL ENGAGEMENT TO IMPROVE THE FINANCIAL STABILITY OF HOUSEHOLDS WITH LOW AND MODERATE INCOMES BY EMBEDDING FINANCIAL EMPOWERMENT STRATEGIES INTO LOCAL GOVERNMENT INFRASTRUCTURE. SINCE THE LAUNCH OF THE FECS IN JUNE OF 2018 WE HAVE PROVIDED OVER 10,213 ONE ON ONE FINANCIAL COACHING SESSIONS, 4,057 INDIVIDUALS ARE ON THE PATH TO FINANCIAL EMPOWERMENT. IN ADDITION, THROUGH OUR FEC WORK, UWSM OPERATES UNDER THE UMBRELLA A PROGRAM KNOWN AS VOLUNTEER TAX ASSISTANCE (VITA). LAST YEAR, VOLUNTEERS THROUGH UWSM PERFORMED OVER 2000 TAXES, RETURNED NEARLY $2.5M BACK DIRECTLY TO OUR CLIENTS THROUGH FEDERAL & STATE REFUNDS, AND PROVIDED $496,000 OF TAX PREPARATION SAVINGS TO OUR CLIENTS. 121494 0 0 COLLEGE & CAREER ACADEMY OF AKRON - UWSM WORKS IN PARTNERSHIP WITH AKRON PUBLIC SCHOOLS' COLLEGE AND CAREER ACADEMIES, SECURING PARTNERSHIPS WITH LOCAL BUSINESSES, GOVERNMENT, AND OTHER COMMUNITY ORGANIZATIONS TO PROVIDE RELEVANT, EXPERIENTIAL LEARNING AND RESOURCES FOR STUDENTS. ALL CORE ACADEMIC COURSES ARE TAUGHT THROUGH THE LENS OF STUDENTS' INTEREST AREAS, THEREBY DEVELOPING ESSENTIAL COMMUNICATION, COLLABORATION, CREATIVITY, CRITICAL THINKING, AND TECHNICAL SKILLS. TOGETHER, OUR GOAL IS TO GRADUATE ACADEMICALLY PREPARED, WELL-ROUNDED STUDENTS WITH A SKILL SET THAT MEETS THE TALENT NEEDS OF OUR COMMUNITY'S EMPLOYERS. 3580771 0 0 29099387 1 1 0 0 0 0 0 0 1 1 1 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1739 0 139 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 57 57 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X X THE ORGANIZATION 3307627601 37 NORTH HIGH STREET SUITE A AKRON OH 44308 MR BRAD WRIGHT BOARD CHAIR 6.00 X X 0 0 0 MR WHITT BUTLER VICE CHAIR 4.00 X X 0 0 0 KENDRA C PHILON TREASURER 2.00 X X 0 0 0 HONORABLE ALISON BREAUX SECRETARY 2.00 X X 0 0 0 MS MICHELE CERMINARO EX-OFFICIO 4.00 X X 0 0 0 JAMES MULLEN PRESIDENT & CEO 45.00 X X 251525 0 33746 REV DAVID PARKER TRUSTEE 1.00 X 0 0 0 MRS PAM WILLIAMS TRUSTEE 1.00 X 0 0 0 MRS CARRIE LOWE TRUSTEE 1.00 X 0 0 0 MR NICK BUZZELLI TRUSTEE 1.00 X 0 0 0 MR PAUL CATANIA TRUSTEE 1.00 X 0 0 0 MS BRIGHID HILLMUTH TRUSTEE 1.00 X 0 0 0 MS GIA BELL TRUSTEE 1.00 X 0 0 0 MR RON PAYDO TRUSTEE 1.00 X 0 0 0 MS BRYNN ALLIO POPA TRUSTEE 1.00 X 0 0 0 MS ALICIA ROBINSON TRUSTEE 1.00 X 0 0 0 MR JIM RUHLIN TRUSTEE 1.00 X 0 0 0 MR JON TAYLOR TRUSTEE 1.00 X 0 0 0 MS KIRSTIN TOTH TRUSTEE 1.00 X 0 0 0 MS NYREE WILKERSON TRUSTEE 1.00 X 0 0 0 MR STEVE WILT TRUSTEE 1.00 X 0 0 0 MR STEVE DIMENGO TRUSTEE 1.00 X 0 0 0 MR JESSE HURST TRUSTEE 1.00 X 0 0 0 HONORABLE ILENE SHAPIRO TRUSTEE 1.00 X 0 0 0 MRS ANGIE WELLS TRUSTEE 1.00 X 0 0 0 MR FRANK GRAZIANO TRUSTEE 1.00 X 0 0 0 MR MARK JUVE TRUSTEE 1.00 X 0 0 0 MR PATRICK O'NEILL TRUSTEE 1.00 X 0 0 0 DR GARY MILLER TRUSTEE 1.00 X 0 0 0 MR AARON SWARTZ TRUSTEE 1.00 X 0 0 0 MS ARIEL HOPKINS TRUSTEE 1.00 X 0 0 0 MR JAMES HARDY TRUSTEE 1.00 X 0 0 0 MR HANS DORFI TRUSTEE 1.00 X 0 0 0 MR DAN GLESSNER TRUSTEE 1.00 X 0 0 0 MS TAMARA FYNAN TRUSTEE 1.00 X 0 0 0 MS LUCIA PILEGGI TRUSTEE 1.00 X 0 0 0 MR STUART GLAUBERMAN TRUSTEE 1.00 X 0 0 0 MR CHRIS GESSNER TRUSTEE 1.00 X 0 0 0 MS ELIZABETH BARTZ TRUSTEE 1.00 X 0 0 0 MR GLENN LEPPO TRUSTEE 1.00 X 0 0 0 MRTRACY DOWE TRUSTEE 1.00 X 0 0 0 MR HOWARD MELKIN TRUSTEE 1.00 X 0 0 0 MR KYLE KUTUCHIEF TRUSTEE 1.00 X 0 0 0 MR SPENCER KOWAL TRUSTEE 1.00 X 0 0 0 MR JASON DODSON TRUSTEE 1.00 X 0 0 0 MS LAURA DUDA TRUSTEE 1.00 X 0 0 0 MR DAVID GRIFFING TRUSTEE 1.00 X 0 0 0 MR BILL LOWERY JR TRUSTEE 1.00 X 0 0 0 MR BRANDYN NEAL TRUSTEE 1.00 X 0 0 0 MS MORIAH CHEATHAM WILLIAMS TRUSTEE 1.00 X 0 0 0 MS JANI GROZA TRUSTEE 1.00 X 0 0 0 MR DAVID JAMES TRUSTEE 1.00 X 0 0 0 BISHOP SAM HAMPTON TRUSTEE 1.00 X 0 0 0 MR JOHN HOOKER TRUSTEE 1.00 X 0 0 0 MR ANDY LITTLE TRUSTEE 1.00 X 0 0 0 MR MARC DIVIS TRUSTEE 1.00 X 0 0 0 MR STEVE MUTERSBAUGH TRUSTEE 1.00 X 0 0 0 ANNIE MCFADDEN CHIEF OF STAFF, IMPACT & COMMUNICATIONS 45.00 X 64615 0 24252 CATHRYN O'MALLEY CHIEF OPERATING OFFICER 45.00 X 151539 0 22513 BRADLEY VIRGIN CHIEF FINANCIAL OFFICER (BEGAN 11/14/22) 45.00 X 19423 0 7908 KERRI STEPHEN CHIEF DEVELOPMENT OFFICER 45.00 X 141154 0 28906 ANDRE CAMPBELL CHIEF DIVERSITY OFFICER 45.00 X 136154 0 29233 JASON DAVIS VP, IT & BUILDING OPERATIONS 40.00 X 108461 0 36462 STEPHANIE BERRY VP, MARKETING & BRAND MANAGEMENT (DEPARTED 3/3/23) 40.00 X 100346 0 25518 973217 0 208538 6 0 1 0 0 9983874 21707792 449742 2174307 32141408 PROGRAM REVENUE 900099 354517 354517 354517 144593 144593 127503 74377 53126 53126 53126 2624239 2617866 7346 6373 -7346 -973 -973 RECOVERY OF BAD DEBT 900099 158052 158052 MISCELLANEOUS REVENUE 900099 20848 20848 178900 32871571 354517 53126 322520 2971781 2971781 996888 446564 330647 219677 5036871 3165707 1272775 598389 100056 65632 22894 11530 952350 591624 236596 124130 421327 253798 110836 56693 15387 15387 52228 52228 41266 41266 372655 265209 48204 59242 51221 30855 13474 6892 206902 124633 54429 27840 326005 217039 61419 47547 341589 226876 64034 50679 24066 14497 6331 3238 152730 92001 40178 20551 89419 53864 23523 12032 98495 59331 25911 13253 157684 113143 19267 25274 51844 35777 8075 7992 INTERNAL PROGRAM COSTS 20167519 20167519 ENGAGEMENT AND EVENTS 123255 123255 DUES AND SUBSCRIPTIONS 59298 35720 15599 7979 STAFF DEVELOPMENT 55116 33201 14499 7416 18859 11361 4960 2538 32884811 29099387 2482532 1302892 3960622 3187731 49537 60287 4889728 5044286 75877 63749 241816 211712 134961 170683 4600244 790346 3473627 3809898 3448803 3472762 2286301 2135139 18561272 18156247 1578104 1558452 303156 299548 60208 101954 2235656 1965768 7530 47202 4184654 3972924 X 11391923 11475893 2984695 2707430 14376618 14183323 18561272 18156247 X -13240 -106110 -73945 X X 0 1 X 1 1 1 X 13740792 13635796 22136489 39928067 32141408 121582552 13740792 13635796 22136489 39928067 32141408 121582552 808608 120773944 172614 116670 123623 172823 144593 730323 700 5833 16880 53126 76539 5985 29597 970180 178900 1184662 123574076 2876793 0.97730 0.97810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1521872 -66653 58655 1396564 1538946 17630 34704 1521872 1245491 430354 136899 1538946 1408173 -114922 47760 1245491 1544274 8597 144698 1408173 0.00000 0.30090 0.69910 1 0 588415 588415 2949123 491344 2457779 1062706 299002 763704 3809898 BOARD HELD INVESTMENTS 2908136 F KEYBANK - MEDINA RESERVE FUND 564626 C 3472762 SPLIT INTEREST AGREEMENT 616688 OTHER ASSETS 90010 INVESTMENTS HELD AS ENDOWMENT FUNDS 1396563 RIGHT-OF-USE ASSETS 31878 2135139 POSTRETIREMENT BENEFITS (NOT PENSION) 6750 OPERATING LEASE LIABILITY 31878 FINANCE LEASE LIABILITY 8574 47202 32724626 -106110 -73945 -180055 32904681 41270 -74380 -33110 32871571 32917921 74380 74380 32843541 41270 41270 32884811 PART IV, LINE 2B: THE ORGANIZATION IS THE CUSTODIAN OF FUNDS AND FINANCIAL MANAGER FOR SEVERAL ORGANIZATIONS. SINCE THESE FUNDS DO NOT BELONG TO THE ORGANIZATION, THE INCOME AND EXPENSE TRANSACTIONS THAT RELATE TO THESE ACCOUNTS ARE NOT INCLUDED IN THE STATEMENT OF ACTIVITIES. ADDITIONALLY, AN EQUAL AND OFFSETTING LIABILITY IS MAINTAINED TO REMOVE THE VALUE OF THESE ASSETS FROM THE NET ASSETS OF THE ORGANIZATION. PART V, LINE 4: THE ENDOWMENT FUNDS PRINCIPAL MUST BE LEFT IN THE ENDOWMENT. HOWEVER, 4% OF THE EARNINGS CAN BE USED FOR UNITED WAY OF SUMMIT AND MEDINA OPERATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -73,945. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -74,380. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 74,380. 1 ACCESS INC 230 WEST MARKET STREET AKRON OH 44303 341395246 501(C)(3) 70000 0 EMERGENCY SHELTER FOR WOMEN AND CHILDREN IN CRISIS ACE MENTOR PROGRAM OF AMERICA INC 175 MONTROSE WEST AVENUE SUITE 400 AKRON OH 44321 320545893 501(C)(3) 15000 0 ACE MENTOR PROGRAM OF AKRON-CANTON AKRON COMMUNITY SERVICE CENTER & URBAN LEAGUE INC 440 VERNON ODOM BLVD AKRON OH 44307 340714520 501(C)(3) 145000 0 GRANT ALLOCATION AKRON INNER CITY SOCCER CLUB 3117 DOWLING DRIVE FAIRLAWN OH 44333 341875816 501(C)(3) 35000 0 YEAR ROUND YOUTH DEVELOPMENT/AFTER SCHOOL SOCCER PROGRAM AKRON-CANTON REGIONAL FOODBANK 350 OPPORTUNITY PARKWAY AKRON OH 44307 341369388 501(C)(3) 13500 0 LOCAL PRODUCE DELIVERY PROGRAM ASIAN SERVICES IN ACTION (ASIA INC) 370 EAST MARKET STREET AKRON OH 44304 341798850 501(C)(3) 77000 0 SELF SUFFICIENCY SERVICES: FOOD ASSISTANCE & SELF SUFFICIENCY SERVICES: TRANSPORTATION, INTERNATIONAL COMMUNITY EMPOWERMENT PROJECT (K-3), & INTERNATIONAL COMMUNITY EMPOWERMENT PROJECT (4-12) BATTERED WOMEN'S SHELTER 974 E MARKET ST AKRON OH 44305 341249342 501(C)(3) 105000 0 BASIC NEEDS PROGRAM BUILDING FOR TOMORROW 100 WEST CEDAR STREET AKRON OH 44307 274254089 501(C)(3) 125000 0 AMHA - EARLY CHILDHOOD INITIATIVE CATHOLIC CHARITIES CORPORATION 7911 DETROIT AVENUE CLEVELAND OH 44102 341318541 501(C)(3) 225000 0 BN/EMERGENCY SERVICES, MEDINA COUNTY FOOD ASSISTANCE, RENT/HOUSING ASSISTANCE, & RECOVERY SUPPORT CHILD GUIDANCE AND FAMILY SOLUTIONS 18 NORTH FORGE STREET AKRON OH 44304 340726083 501(C)(3) 150000 0 TODDLERS & PRESCHOOLERS SUCCEEDING (TAPS) COMMUNITY DRUG BOARD INC 725 EAST MARKET ST AKRON OH 44305 341171699 501(C)(3) 110000 0 RECOVERY SUPPORT COMMUNITY OUTREACH RESOURCES EXCHANGE PO BOX 1192 CUYAHOGA FALLS OH 44223 263336894 501(C)(3) 10000 0 TO SUPPORT THE TRANSPORTATION AND HANDLING OF DONATED FURNITURE. CONXUSNEO 388 S MAIN ST 205 AKRON OH 44311 342019627 501(C)(3) 75000 0 GRANT ALLOCATION COUNTY OF SUMMIT ALCOHOL DRUG AND MENTAL HEALTH SERVICES BOARD 340 SOUTH BROADWAY STREET AKRON OH 44308 100000 0 DUAL DIAGNOSIS PEER SUPPORT EARLY CHILDHOOD RESOURCE CENTER 2475 E 22ND ST CLEVELAND OH 44115 340714462 501(C)(3) 25000 0 SPARK KINDERGARTEN READINESS PROGRAM FAMILY PROMISE OF SUMMIT COUNTY INC 1040 E TALLMADGE AVE AKRON OH 44310 753101718 501(C)(3) 25000 0 FAMILY PROMISE OF SUMMIT COUNTY FEEDING MEDINA COUNTY 650 W SMITH RD C-8 MEDINA OH 44259 454049528 501(C)(3) 42500 0 WEEKENDERS FOR CHILDREN OF MEDINA COUNTY GREATER AKRON CHAMBER 388 S MAIN ST SUITE 205 AKRON OH 44311 341156576 501(C)(6) 25000 0 GRANT ALLOCATION HEART TO HEART LEADERSHIP INC 37 N HIGH ST APT B AKRON OH 44308 341630357 501(C)(3) 65000 0 GRANT ALLOCATION KENT STATE UNIVERSITY FOUNDATION PO BOX 5190 KENT OH 44242 346576307 501(C)(3) 22000 0 AKRON PUBLIC SCHOOLS-KENT STATE UNIVERSITY RISING PUBLIC HEALTH LEADERS PATHWAYS PROGRAM LAW AND LEADERSHIP INSTITUTE LLC 303 E BROAD ST COLUMBUS OH 43215 264709314 501(C)(3) 10000 0 AKRON LAW AND LEADERSHIP INSTITUTE LEADERSHIP AKRON 37 N HIGH STREET SUITE C AKRON OH 44308 311655877 501(C)(3) 60000 0 GRANT ALLOCATION LEGACY III INC 87 SOUTH ARLINGTON STREET AKRON OH 44306 341824527 501(C)(3) 44500 0 RECOVERY HOUSING FOR WOMEN LOVE AKRON INC PO BOX 2971 AKRON OH 44309 208035010 501(C)(3) 25000 0 GRANT ALLOCATION NATIONAL INVENTORS HALL OF FAME INC 3701 HIGHLAND PARK NW NORTH CANTON OH 44720 341580038 501(C)(3) 145000 0 APS INNOVATION 365: WRAPAROUND OHIOGUIDESTONE 343 WEST BAGLEY ROAD 4TH FLOOR BEREA OH 44017 340720558 501(C)(3) 86000 0 MEDINA COUNTY PRESCHOOL EARLY CHILDHOOD MENTAL HEALTH CONSULTATION PROGRAM OPEN M FOUNDATION 941 PRINCETON STREET AKRON OH 44311 030605432 501(C)(3) 20000 0 OPEN M FOOD PROGRAMS: ADDRESSING HUNGER IN SOUTH AKRON PASTORAL COUNSELING SERVICE OF SUMMIT COUNTY 611 WEST MARKET ST AKRON OH 44303 341282145 501(C)(3) 64125 0 FAMILY EMPOWERMENT AT THE FAMILY RESOURCE CENTERS OF AKRON PUBLIC SCHOOLS PROJECT GRAD AKRON 10 NORTH MAIN STREET SUITE 503 AKRON OH 44308 161639511 501(C)(3) 145000 0 BRIDGE TO KINDERGARTEN & COLLEGE AND CAREER CENTRAL SOUTH STREET MINISTRIES INC 130 W SOUTH STREET AKRON OH 44311 262660679 501(C)(3) 50000 0 RICH KIDS ENRICHMENT PROGRAM STEWART'S CARING PLACE INC 3501 RIDGE PARK DR FAIRLAWN OH 44333 200181338 501(C)(3) 15000 0 EDUCATION & SUPPORT STUDENTS WITH A GOAL 380 WEST CROSIER STREET AKRON OH 44311 812016003 501(C)(3) 50000 0 STUDENTS WITH A GOAL (SWAG) SUMMA HEALTH 1077 GORGE BLVD AKRON OH 44310 341887844 501(C)(3) 125000 0 SUBSTANCE ABUSE CARE COORDINATOR FOR BARBERTON AND SUPPORT FOR MAT IN ED SUMMER REINFORCEMENT PROGRAM 5175 RUSTIC HILLS DR MEDINA OH 44256 341615156 501(C)(3) 10000 0 SUMMER REINFORCEMENT PROGRAM SUMMIT EDUCATION INITIATIVE 120 EAST MILL ST SUITE 303 AKRON OH 44308 341843220 501(C)(3) 250000 0 GRANT ALLOCATION THE SALVATION ARMY SUMMIT COUNTY 190 SOUTH MAPLE STREET AKRON OH 44302 135562351 501(C)(3) 40000 0 BASIC NEEDS, THE SALVATION ARMY'S COMMUNITY TABLE AND FEEDING PROGRAMS, HIGH QUALITY EARLY EXPERIENCES AND KINDERGARTEN READINESS THE WELL COMMUNITY DEVELOPMENT CORPORATION 647 E MARKET STREET AKRON OH 44304 812680851 501(C)(3) 24000 0 SUPPORTING STUDENTS, TEACHERS, AND FAMILIES THROUGH RESOURCES AND RELATIONSHIPS AT HELEN ARNOLD CLC TRI-COUNTY JOBS FOR OHIO'S GRADUATES 1333 HOME AVE AKRON OH 44310 311204720 501(C)(3) 82500 0 SCHOOL TO CAREER TRANSITIONS PROGRAM & JOBS FOR OHIO GRADUATES (JOG) MEDINA TRULY REACHING YOU INC PO BOX 814 AKRON OH 44309 753223368 501(C)(3) 25000 0 SAFE HOUSING & SUPPORT SERVICES FOR INDIVIDUALS REENTERING COMMUNITY URBAN VISION 749 BLAINE AVE AKRON OH 44310 341720630 501(C)(3) 75000 0 SET ON SUCCESS (S.O.S.) AFTERSCHOOL ENRICHMENT VICTIM ASSISTANCE PROGRAM INC 137 SOUTH MAIN STREET SUITE 300 AKRON OH 44308 383142753 501(C)(3) 40000 0 24 HOUR CRISIS RESPONSE PROGRAM YOUNG MEN'S CHRISTIAN ASSOCIATION OF AKRON INC 50 SOUTH MAIN STREETSUITE 100 AKRON OH 44308 340714727 501(C)(3) 100000 0 AKRON AREA YMCA EARLY CARE & EDUCATION 40 2 PART I, LINE 2: FOR ANNUAL ALLOCATIONS TO FUNDED AGENCIES, EACH FUNDING REQUEST INCLUDES A DETAILED BUDGET OF HOW THE AWARDED DOLLARS WILL BE SPENT IN TERMS OF LINE ITEMS (SALARIES, RENT, ETC), WHAT OUTCOMES WILL BE GENERATED AND HOW MANY INDIVIDUALS OR FAMILIES WILL BE SERVED. AT THE END OF EACH YEAR, WHEN REQUESTING FUNDING FOR THE COMING YEAR, THE REQUESTING AGENCY MUST REPORT ACTUAL RESULTS OF OUTCOMES AND NUMBER OF BENEFICIARIES SERVED AGAINST THE ORIGINAL EXPECTATIONS. IF OUTCOMES/NUMBERS SERVED ARE IN LINE OR IF SIGNIFICANT VARIANCES REASONABLY EXPLAINED, THE ASSUMPTION IS THAT THEY USED THE FUNDS APPROPRIATELY. IN ADDITION DETAILED INTERVIEWS WERE HELD WITH ALL FUNDED AGENCY EXECUTIVES TO DISCUSS DETAILS OF FUNDED PROGRAMS AS WELL AS OVERALL FINANCIAL STABILITY OF THE AGENCY. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 JAMES MULLEN PRESIDENT & CEO 251525 0 0 0 0 0 0 0 33746 0 285271 0 0 0 CATHRYN O'MALLEY CHIEF OPERATING OFFICER 151539 0 0 0 0 0 5521 0 16992 0 174052 0 0 0 KERRI STEPHEN CHIEF DEVELOPMENT OFFICER 141154 0 0 0 0 0 3929 0 24977 0 170060 0 0 0 ANDRE CAMPBELL CHIEF DIVERSITY OFFICER 136154 0 0 0 0 0 4292 0 24941 0 165387 0 0 0 PART I, LINE 1A UNITED WAY PAYS COUNTRY CLUB DUES ON BEHALF OF JIM MULLEN. X 15 2147432 ACTUAL VALUE X SCHOOL SUPPLIES 0 20225 APPROXIMATE PURCHASE X PUSH CARTS 0 5750 X TASTE OF MEDINA 1 900 0 0 0 PART I, COLUMN (B): UNITED WAY RECIEVED 15 SEPERATE DONATIONS OF STOCK THROUGH OUT THE FISCAL YEAR. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF UNITED WAY SHALL BE THOSE PERSONS WHO ARE CURRENTLY A CAMPAIGN OR SPECIAL GIFT DONOR OR WHO HAVE ADVISED UNITED WAY THAT SUCH PERSON IS A PLANNED GIVING DONOR. MEMBERS ARE RESPONSIBLE FOR THE ELECTION OF THE BOARD OF TRUSTEES AT THE ANNUAL MEETING AS PER THE BYLAWS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF UNITED WAY SHALL BE THE ELECTED DIRECTORS OF OUR BOARD. THESE DIRECTORS ARE NOMINATED AND ELECTED BY THE CURRENT BOARD OF DIRECTORS EACH YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY THE CFO AND INDEPENDENT ACCOUNTING FIRM. ONCE PREPARED, THE DRAFT IS REVIEWED BY THE FINANCE COMMITTEE, UPDATED FOR ANY CHANGES, AND THEN DISTRIBUTED ELECTRONICALLY TO ALL BOARD MEMBERS FOR COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THROUGH OUR NOMINATION CHAIR, BOARD MEMBERS ARE CHECKED TO ENSURE THAT CONFLICT OF INTERESTS ARE NOT ENTERED INTO. WHEN VOTING REQUIREMENTS ARISE, THOSE MEMBERS WHO HAVE A RELATIONSHIP WITH BOTH UWSM AND THE PARTIES BEING DISCUSSED, THAT BOARD MEMBER ABSTAINS FROM BOTH DISCUSSION AND VOTING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED BY OUR ORGANIZATIONAL DEVELOPMENT COMMITTEE AND IS BASED ON WHAT OTHER SIMILAR SIZE COMMUNITIES HAVE ESTABLISHED AS RANGES FOR THESE POSITIONS, LOCAL ECONOMIC FACTORS, COMPARABLE LOCAL NON-PROFIT CEO SALARIES, YEARS OF EXPERIENCE, AND OF COURSE PERFORMANCE. THE CEO SALARY IS ALSO APPROVED BY THE UNITED WAY BOARD OF DIRECTORS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. HARD COPIES ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -73,945. FORM 990, PART XII, LINE 2C THE ORGANIZATION CHANGED NEITHER ITS SELECTION PROCESS NOR ITS OVERSIGHT PROCESS SINCE THE LAST FORM 990 WAS FILED.