UNITED WAY OF LAKE COUNTY INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: UNITED WAY OF LAKE COUNTY INC (EIN 34-1105038)
Tax period: 2020-07-01 to 2021-06-30
Filed: 2022-01-04
IRS object ID: 202230079349302043
Schema version: 2020v4.0
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-01-04T11:08:53-06:00	ReturnTs
Tax Period End	2021-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	341602442	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	H & J CERTIFIED PUBLIC ACCOUNTANTS INC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	7555 FREDLE DR STE 110	AddressLine1Txt
City	CONCORD	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44077	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	341105038	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UNITED WAY OF LAKE COUNTY INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	UNIT	BusinessNameControlTxt
Phone	4403523166	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	9285 PROGRESS PARKWAY	AddressLine1Txt
City	MENTOR	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44060	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JENNIFER MCCARTY	PersonNm
Person Title	PRESIDENT/CEO	PersonTitleTxt
Phone	4403523166	PhoneNum
Signature	2021-12-10	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JENNIFER	PersonFirstNm
Person Last	MCCARTY	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ROLLAND B STANDISH	PreparerPersonNm
PTIN	P00169705	PTIN
Phone	4409512997	PhoneNum
Preparation	2021-11-18	PreparationDt

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JENNIFER MCCARTY	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	9285 PROGRESS PARKWAY	AddressLine1Txt
City	MENTOR	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44060	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,800,252	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.UWLC.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1972	FormationYr
Legal Domicile State	OH	LegalDomicileStateCd
Activity Or Mission	UNITED WAY OF LAKE COUNTY, ALONG WITH ITS MISSION TO "MEASURABLY IMPROVE THE QUALITY OF PEOPLE'S LIVES IN 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. UNITED WAY OF LAKE COUNTY IS A LOCAL, INDEPENDENT NONPROFIT ORGANIZATION THAT FUNDS PROGRAMS IN THE THREE BUILDING BLOCKS TO A BETTER COMMUNITY; EDUCATION, FINANCIAL STABILITY, AND HEALTH, ALONG WITH BASIC NEEDS. UNITED WAY OF LAKE COUNTY AFFECTS TWO OUT OF EVERY THREE RESIDENTS WHILE STRIVING TO MAKE A MEASURABLE IMPACT ON ALL RESIDENTS IN THE COMMUNITY. UNITED WAY OF LAKE COUNTY'S VISION IS TO BECOME THE ENTRUSTED CHAMPION THAT DRIVES IMPROVED OUTCOMES IN OUR COMMUNITY BY FUNDING SERVICES THAT IMPACT EDUCATION, INCOME (FINANCIAL STABILITY) AND HEALTH.	ActivityOrMissionDesc
Voting Members Governing Body	20	VotingMembersGoverningBodyCnt
Voting Members Independent	20	VotingMembersIndependentCnt
Total Employee	7	TotalEmployeeCnt
Total Volunteers	500	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$2,028,953	PYContributionsGrantsAmt
CY Contributions Grants	$1,692,729	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$78,614	PYInvestmentIncomeAmt
CY Investment Income	$84,639	CYInvestmentIncomeAmt
PY Other Revenue	$29,253	PYOtherRevenueAmt
CY Other Revenue	$22,884	CYOtherRevenueAmt
PY Total Revenue	$2,136,820	PYTotalRevenueAmt
CY Total Revenue	$1,800,252	CYTotalRevenueAmt
PY Grants And Similar Paid	$1,247,171	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$931,945	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$464,832	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$493,772	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$235,320	CYTotalFundraisingExpenseAmt
PY Other Expenses	$226,319	PYOtherExpensesAmt
CY Other Expenses	$324,814	CYOtherExpensesAmt
PY Total Expenses	$1,938,322	PYTotalExpensesAmt
CY Total Expenses	$1,750,531	CYTotalExpensesAmt
PY Revenues Less Expenses	$198,498	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$49,721	CYRevenuesLessExpensesAmt
Total Assets BOY	$3,746,795	TotalAssetsBOYAmt
Total Assets EOY	$3,929,567	TotalAssetsEOYAmt
Total Liabilities BOY	$1,244,872	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$899,859	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$2,501,923	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$3,029,708	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	UNITED WAY OF LAKE COUNTY, ALONG WITH ITS MISSION TO "MEASURABLY IMPROVE THE QUALITY OF PEOPLE'S LIVES IN 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. UNITED WAY OF LAKE COUNTY IS A LOCAL, INDEPENDENT NONPROFIT ORGANIZATION THAT FUNDS PROGRAMS IN THE THREE BUILDING BLOCKS TO A BETTER COMMUNITY; EDUCATION, FINANCIAL STABILITY, AND HEALTH, ALONG WITH BASIC NEEDS. UNITED WAY OF LAKE COUNTY AFFECTS TWO OUT OF EVERY THREE RESIDENTS WHILE STRIVING TO MAKE A MEASURABLE IMPACT ON ALL RESIDENTS IN THE COMMUNITY. UNITED WAY OF LAKE COUNTY'S VISION IS TO BECOME THE ENTRUSTED CHAMPION THAT DRIVES IMPROVED OUTCOMES IN OUR COMMUNITY BY FUNDING SERVICES THAT IMPACT EDUCATION, INCOME (FINANCIAL STABILITY) AND HEALTH.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$891,633	ExpenseAmt
Grant	$814,563	GrantAmt
Desc	ALLOCATIONS AND AGENCY RELATIONS INCLUDE THE EVALUATION OF COMMUNITY NEEDS AND THE DISTRIBUTION OF FUNDS TO BEST MEET THOSE NEEDS. UNITED WAY OF LAKE COUNTY'S (UWLC) MANY VOLUNTEERS ARE CRITICAL DECISION- MAKERS WHEN MAKING PROGRAM FUNDING DECISIONS. STAFF LEAD THE GROUP, BUT IT IS THE COLLECTION OF 15-20 VOLUNTEERS THAT MEET WEEKLY FOR SEVERAL MONTHS TO EVALUATE PROGRAMS, LISTEN TO AGENCY REPRESENTATIVES, THEN DECIDES WHICH PROGRAMS WILL RECEIVE FUNDING. UWLC UPDATED THEIR FUNDING MODEL LAST YEAR, SO THIS WAS THE SECOND YEAR OF FOLLOWING THAT MODEL. THIS ALLOWED NEW PROGRAMS TO BE BROUGHT TO THE TABLE, EVALUATED, AND ULTIMATELY RECEIVE FUNDING IF THE VOLUNTEER PANELS RATED IT ACCORDINGLY. UWLC UTILIZED THE SAME ONLINE PLATFORM FOR APPLICATIONS AND EVALUATIONS, SO OUR DEDICATED VOLUNTEERS WERE ABLE TO MEET EFFICIENTLY USING ZOOM AND GO THROUGH THE ONLINE PROCESS OF EVALUATING ALL THE PROGRAMS. TO RAISE THE DOLLARS THAT OUR VOLUNTEERS ARE ABLE TO ALLOCATE, HUNDREDS OF COMPANIES RUN WORKPLACE CAMPAIGNS, INVOLVING CORPORATE GIFTS AND SPECIAL EVENTS, ALONG WITH HUNDREDS OF LAKE COUNTY RESIDENTS THAT GIVE INDIVIDUALLY THAT HELP KEEP LAKE COUNTY ENGAGED IN MAKING IT A BETTER PLACE TO LIVE AND WORK, AND ULTIMATELY IMPROVE THE BUILDING BLOCKS TO A STRONGER COMMUNITY, WHICH ARE: EDUCATION, FINANCIAL STABILITY, AND HEALTH.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$490,623	ExpenseAmt
Grant	$117,382	GrantAmt
Desc	COMMUNITY PLANNING INCLUDES COORDINATION OF AGENCY STAFF, VOLUNTEERS, AND OTHER RESOURCES TO CONDUCT ACTIVITIES FOR THE BETTERMENT OF THE COMMUNITY. LAST YEAR, UWLC STARTED THE LAKE COUNTY RELIEF FUND (LCRF) AND ACTIVELY GRANTED OUT DOLLARS ON AS AS-NEEDED BASIS AFTER BEING EVALUATED BY STAFF LEADERSHIP. CONTINUING INTO THIS YEAR, FUNDS WERE STILL AVAILABLE TO GRANT WHICH AMOUNTED TO ANOTHER 75,000 BACK INTO THE LAKE COUNTY COMMUNITY FOR PROGRAMS DIRECTED EFFECTED BY THE PANDEMIC. AS WAS THE CASE LAST YEAR, WE HAD TO MAKE CHANGES TO OUR LARGEST VOLUNTEER EFFORT OF THE YEAR, DAY OF CARING. PLANNING TOOK PLACE IN JUNE AND THE ACTUAL COLLECTION HAPPENED IN JULY, BUT WE PARTNERED WITH SALVATION ARMY OF LAKE COUNTY TO HELP SUPPORT THEIR BACK-TO-SCHOOL BASH. WE ASKED COMPANIES AND INDIVIDUALS TO DONATE NEEDED SCHOOL SUPPLIES DURING A GIVEN WEEK AND THAT AMOUNTED TO BEING ABLE TO STUFF HUNDREDS OF BACKPACKS WITH SUPPLIES FOR CHILDREN ALL ACROSS LAKE COUNTY. IN THE MIDST OF THE LCRF AND GRANT ALLOCATION PROCESS IN THE SPRING, WE STILL RAN OUR ANNUAL FEED LAKE COUNTY DRIVE THROUGH A SOLICITATION MAILING AND SEVERAL COMPANIES STILL RAN FOOD DRIVES THAT WERE COMFORTABLE DOING SO. BECAUSE OF THE SUPPORT OF SO MANY COMPANIES AND INDIVIDUALS, EVEN DURING A PANDEMIC, WE WERE ABLE TO HOST FOUR SEPARATE FOOD DISTRIBUTIONS THROUGHOUT THE YEAR, TOTALING OVER 100,000 IN DIRECT FOOD PURCHASES FROM GIANT EAGLE, ON TOP OF DISTRIBUTING TENS OF THOUSANDS OF POUNDS DONATED BY AREA COMPANIES AND INDIVIDUALS. WE ALSO HAVE TWO AFFINITY GROUP S THAT WERE ABLE TO CONTINUE RUNNING THROUGHOUT THE YEAR. BELOW ARE SOME HIGHLIGHTS FROM THEM: EMERGING LEADERS (EL) - MADE UP OF A GROUP OF LAKE COUNTY YOUNG PROFESSIONALS THAT HOST AN ANNUAL GOLF OUTING AND OTHER FUNDRAISING/NETWORK EVENTS THROUGHOUT THE YEAR, THEY ALSO EVALUATE THE GRANT APPLICATIONS RECEIVED DURING THE REGULAR GRANT CYCLE, AND DECIDE WHICH ONES ALIGN WITH THE MISSION OF THE GROUP. THIS YEAR, THEY DECIDED TO FUND TWO PROGRAMS WITH THE 20,000 ALLOTTED TO THEM; DOLLY PARTON IMAGINARY LIBRARY (16,000) AND THE CAPTAINS CHARITIES READING PROGRAM (4,000). WOMEN UNITED (WU) - MADE UP OF A GROUP OF LAKE COUNTY WOMEN WHOSE MISSION IS TO IMPROVE THE LIVES OF WOMEN AND GIRLS IN LAKE COUNTY. THEY WERE ABLE TO HOST SOME VIRTUAL EVENTS THROUGHOUT THE YEAR, INCLUDING A SPEAKER SERIES, AND THEIR SIGNATURE EVENT HELD IN DECEMBER, WOMEN'S WINTERFEST, WAS DONE AS A VIRTUAL RAFFLE THAT RAISED MORE MONEY THAN THE PAST IN-PERSON EVENTS WERE ABLE TO. DOLLARS RAISED FROM WU FUNDRAISING EFFORTS ARE ALLOCATED TO PROGRAMS THAT SUPPORT AT-RISK WOMEN AND GIRLS IN LAKE COUNTY, AND GO THROUGH THE SAME PROCESS AS THE EL GROUP. WOMEN UNITED ALLOCATED 50,000 TO SEVERAL PROGRAMS INCLUDING FORBES HOUSE, CLEVELAND RAPE CRISIS CENTER, AND WAS ABLE TO ALLOT FUNDS TO OAK HOUSE FOR THE GROUP TO BE ABLE TO PURCHASE CHRISTMAS GIFTS FOR THE RESIDENTS.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$1,382,256	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	7	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind	false	Form8899Filedind
Form1098 C Filed	false	Form1098CFiledInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	20	GoverningBodyVotingMembersCnt
Independent Voting Member	20	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	OH	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	ZACH SIEBERT	PersonNm
Phone	4403523166	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	9285 PROGRESS PARKWAY	AddressLine1Txt
City	MENTOR	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44060	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
JENNIFER MCCARTY
PRESIDENT/CE	40.00	Yes (X)	$119,517	$0	$0
MORRIS BEVERAGE III
DIRECTOR	1.00		$0	$0	$0	Yes (X)
KAREN ALLEN
DIRECTOR	1.00		$0	$0	$0	Yes (X)
KERRY BLISS
DIRECTOR	1.00		$0	$0	$0	Yes (X)
KAREN BURTON
TREASURER	5.00	Yes (X)	$0	$0	$0	Yes (X)
RICK BUSBY
DIRECTOR	1.00		$0	$0	$0	Yes (X)
ELLIOT CHRISTENSEN
DIRECTOR	1.00		$0	$0	$0	Yes (X)
MARSITA FERGUSON
DIRECTOR	1.00		$0	$0	$0	Yes (X)
PATTI GAVORSKI
2ND VICE CHA	5.00	Yes (X)	$0	$0	$0	Yes (X)
MICHELLE GRAF
1ST VICE CHA	5.00	Yes (X)	$0	$0	$0	Yes (X)
JEREMY IOSUE
CHAIR	5.00	Yes (X)	$0	$0	$0	Yes (X)
ELLEN FOLEY KESSLER
DIRECTOR	1.00		$0	$0	$0	Yes (X)
MARIA KULA
DIRECTOR	1.00		$0	$0	$0	Yes (X)
MARIA MANOCCHIO
DIRECTOR	1.00		$0	$0	$0	Yes (X)
SCOTT MARN
DIRECTOR	1.00		$0	$0	$0	Yes (X)
PAUL OLZAK
DIRECTOR	1.00		$0	$0	$0	Yes (X)
SCOT PARK
DIRECTOR	1.00		$0	$0	$0	Yes (X)
KATHY PETERSON
DIRECTOR	1.00		$0	$0	$0	Yes (X)
ANDREW PHELPS
DIRECTOR	1.00		$0	$0	$0	Yes (X)
JIM TOBIN
DIRECTOR	1.00		$0	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$119,517	TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K	1	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
Government Grants	$179,952	GovernmentGrantsAmt
All Other Contributions	$1,512,777	AllOtherContributionsAmt
Noncash Contributions	$120,757	NoncashContributionsAmt
Total Contributions	$1,692,729	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$84,639	TotalRevenueColumnAmt
Exclusion	$84,639	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$12,000	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$12,000	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$12,000	TotalRevenueColumnAmt
Exclusion	$12,000	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS	Desc
Business	900099	BusinessCd
Total Revenue Column	$10,884	TotalRevenueColumnAmt
Related Or Exempt Func Income	$10,884	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$10,884	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,800,252	TotalRevenueColumnAmt
Related Or Exempt Func Income	$10,884	RelatedOrExemptFuncIncomeAmt
Exclusion	$96,639	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$814,563	TotalAmt
Program Services	$814,563	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$117,382	TotalAmt
Program Services	$117,382	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$110,000	TotalAmt
Program Services	$55,000	ProgramServicesAmt
Management And General	$33,000	ManagementAndGeneralAmt
Fundraising	$22,000	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$291,036	TotalAmt
Program Services	$146,984	ProgramServicesAmt
Management And General	$39,894	ManagementAndGeneralAmt
Fundraising	$104,158	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$62,557	TotalAmt
Program Services	$31,507	ProgramServicesAmt
Management And General	$11,371	ManagementAndGeneralAmt
Fundraising	$19,679	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$30,179	TotalAmt
Program Services	$15,200	ProgramServicesAmt
Management And General	$5,485	ManagementAndGeneralAmt
Fundraising	$9,494	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$3,642	TotalAmt
Management And General	$3,642	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$10,633	TotalAmt
Management And General	$10,633	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$25,545	TotalAmt
Program Services	$12,688	ProgramServicesAmt
Management And General	$4,430	ManagementAndGeneralAmt
Fundraising	$8,427	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$23,883	TotalAmt
Program Services	$10,119	ProgramServicesAmt
Fundraising	$13,764	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,916	TotalAmt
Program Services	$983	ProgramServicesAmt
Management And General	$98	ManagementAndGeneralAmt
Fundraising	$3,835	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$19,177	TotalAmt
Program Services	$11,122	ProgramServicesAmt
Management And General	$5,370	ManagementAndGeneralAmt
Fundraising	$2,685	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$853	TotalAmt
Program Services	$430	ProgramServicesAmt
Management And General	$155	ManagementAndGeneralAmt
Fundraising	$268	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$28,731	TotalAmt
Program Services	$4,533	ProgramServicesAmt
Fundraising	$24,198	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$24,143	TotalAmt
Program Services	$14,003	ProgramServicesAmt
Management And General	$6,760	ManagementAndGeneralAmt
Fundraising	$3,380	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$7,861	TotalAmt
Program Services	$3,959	ProgramServicesAmt
Management And General	$1,429	ManagementAndGeneralAmt
Fundraising	$2,473	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
FOOD	$103,313	$103,313
PAYMENTS TO AFFILIATES	$29,902	$15,060	$5,435	$9,407
MISCELLANEOUS	$26,400	$18,969	$2,878	$4,553
TELEPHONE	$10,157	$5,116	$1,846	$3,195

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$5,658	TotalAmt
Program Services	$1,325	ProgramServicesAmt
Management And General	$529	ManagementAndGeneralAmt
Fundraising	$3,804	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,750,531	TotalAmt
Program Services	$1,382,256	ProgramServicesAmt
Management And General	$132,955	ManagementAndGeneralAmt
Fundraising	$235,320	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$601,063	BOYAmt
EOY	$400,503	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$88,558	BOYAmt
EOY	$74,747	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$548,408	BOYAmt
EOY	$412,471	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$6,754	BOYAmt
EOY	$8,458	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,158,613	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$745,035	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$437,722	BOYAmt
EOY	$413,578	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$2,036,451	BOYAmt
EOY	$2,591,213	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$27,839	BOYAmt
EOY	$28,597	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,746,795	BOYAmt
EOY	$3,929,567	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$88,271	BOYAmt
EOY	$61,594	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$1,070,001	BOYAmt
EOY	$748,800	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$86,600	BOYAmt
EOY	$89,465	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,244,872	BOYAmt
EOY	$899,859	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,863,109	BOYAmt
EOY	$2,878,784	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$638,814	BOYAmt
EOY	$150,924	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,501,923	BOYAmt
EOY	$3,029,708	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,746,795	BOYAmt
EOY	$3,929,567	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$49,721	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$478,064	NetUnrlzdGainsLossesInvstAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,116,633	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,086,016	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,993,109	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,028,953	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,692,729	CurrentTaxYearAmt
Total	$9,917,440	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,116,633	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,086,016	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,993,109	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,028,953	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,692,729	CurrentTaxYearAmt
Total	$9,917,440	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$121,820	SubstantialContributorsTotAmt
Public Support Total170	$9,795,620	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$72,138	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$118,343	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$113,814	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$90,614	CurrentTaxYearMinus1YearAmt
Current Tax Year	$96,639	CurrentTaxYearAmt
Total	$491,548	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$10,408,988	TotalSupportAmt
Gross Receipts Rltd Activities	$37,254	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.94110	PublicSupportCY170Pct
Public Support PY170	0.95180	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

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)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$200,500	OtherCostOrOtherBasisAmt
Book Value	$200,500	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$880,263	OtherCostOrOtherBasisAmt
Depreciation	$670,822	DepreciationAmt
Book Value	$209,441	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$77,850	OtherCostOrOtherBasisAmt
Depreciation	$74,213	DepreciationAmt
Book Value	$3,637	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$413,578	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	REFUNDABLE ADVANCE - PPP	Desc
Amt	$89,465	Amt

Field	Value	IRS element (for citing)
Total Liability	$89,465	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$2,308,173	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$478,064	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$29,857	DonatedServicesAndUseFcltsAmt
Revenue Not Reported	$507,921	RevenueNotReportedAmt
Revenue Subtotal	$1,800,252	RevenueSubtotalAmt
Total Revenue Per Form990	$1,800,252	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$1,780,388	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$29,857	DonatedServicesUseFcltsAmt
Expenses Not Reported	$29,857	ExpensesNotReportedAmt
Expenses Subtotal	$1,750,531	ExpensesSubtotalAmt
Total Expenses Per Form990	$1,750,531	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE D, PAGE 3, PART X	FormAndLineReferenceDesc
Explanation	UWLC IS ORGANIZED AS A NONPROFIT ORGANIZATION EXEMPT FROM INCOME TAX UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE. INCOME TAXES ON UNRELATED BUSINESS INCOME, IF ANY, ARE PROVIDED AT THE APPLICABLE RATES ON INCOME FOR FINANCIAL REPORTING PURPOSES. UWLC HAD NO UNRELATED BUSINESS INCOME DURING 2021 OR 2020. NO TAX ACCRUAL FOR UNCERTAIN TAX POSITIONS WAS RECORDED AS MANAGEMENT BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (23 entries)

Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
CLEVELAND RAPE CRISIS CENTER
510164315	C3	$21,000	PROGRAMS
BIRTHRIGHT LAKE COUNTY
237351568	C3	$10,000	PROGRAM SUPPORT
CATHOLIC CHARITIES CORP
341908579	C3	$25,000	PROGRAM SUPPORT
CROSSROADS
341458441	C3	$64,020	PROGRAM SUPPORT
ECUMENICAL SHELTER NETWORK OF LC
341769046	C3	$68,000	PROGRAM SUPPORT
FINE ARTS ASSOCIATION
340834212	C3	$18,400	PROGRAM SUPPORT
FORBES HOUSE
341291205	C3	$84,500	PROGRAM SUPPORT
HOSPICE OF THE WESTERN RESERVE
341256377	C3	$20,263	PROGRAM SUPPORT
KIDNEY FOUNDATION LAKE CO CHAPTER
340827748	C3	$25,000	PROGRAM SUPPORT
LAKE COUNTY COUNCIL ON AGING
237266637	C3	$40,000	PROGRAM SUPPORT
LAKE COUNTY FREE CLINIC
341081191	C3	$105,000	PROGRAM SUPPORT
LAKE-GEAUGA RECOVERY CENTER
341119240	C3	$28,400	PROGRAM SUPPORT
LAKE HEALTH DISTRICT FUND
341598598	C3	$10,000	ALLOCATION
LIFELINE INC
237317490	C3	$53,000	PROGRAM SUPPORT
SALVATION ARMY CITADEL
135562351	C3	$64,480	ALLOCATION, WU, EL
SALVATION ARMY SERVICE UNITS
135562351	C3	$15,000	PROGRAM SUPPORT
STARTING POINT
341650004	C3	$15,000	PROGRAM SUPPORT
TORCHLIGHT YOUTH MENTORING ALLIANCE
341753916	C3	$12,000	PROGRAM SUPPORT
YMCA
340714796	C3	$67,500	PROGRAM SUPPORT
WICKLIFFE CITY SCHOOL DISTRICT
	GOV	$10,000	CHILDRENS BOOKS
FAIR HOUSING RESOURCE CENTER
341602062	C3	$15,000
LAKE COUNTY BLACK LIVES MATTER
852708936	C3	$10,000
NAMI LAKE COUNTY
010917297	C3	$26,000

Field	Value	IRS element (for citing)
Total501c3 Org	25	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc
FOOD	$114,382	FMV	EMERGENCY ASSIS
HOUSEHOLD ITEMS	$3,000

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE I, PAGE 1, PART I, LINE 2

RECIPIENT AGENCIES, NON AGENCIS AND OTHERS ARE REQUIRED TO SUBMIT AN ANNUAL OUTCOME MEASUREMENT REPORT WHICH IS REVIEWED BY MANAGEMENT AND ALSO EVALUATION AND INVESTMENT COMMITTEES.

SCHEDULE I, PAGE 4, PART IV

ALL GRANTEES ARE LOCATED IN LAKE COUNTY, OHIO. ADDRESSES ARE AVAILABLE UPON REQUEST FROM THE ORGANIZATION'S OFFICE. THE PURPOSE OF ALL ALLOCATION AWARDS ARE TO SUPPORT THE PROGRAMS OF MEMBER AGENCIES AND COMMUNITY PARTNERS. CERTAIN OTHER GRANTS PROVIDE EMERGENCY ASSISTANCE TO INDIVIDUALS IN NEED OF TRANSITIONAL HOUSING, UTIITIES, MEDICAL AND OTHER SUPPORT. IN 2020, THE LAKE COUNTY RELIEF FUND WAS CREATED TO ASIST THOSE AGENCIES PROVIDING ASSISTANCE TO COVID-IMPACTED LAKE COUNTY RESIDENTS AND THEIR FAMILIES. IN 2019, A TOTAL OF 48 LOCAL FOOD BANKS HAVE BENEFITED FROM UNITED WAY OF LAKE COUNTYS DISTRIBUTION OF 84,875 POUNDS OF FOOD. WOMEN UNITED WAY OF LAKE COUNTY WORKS TO POSITIVELY IMPACT THE LIVES OF WOMEN AND GIRLS THROUGH THE PHILANTHROPIC EFFORTS OF GIVING, ADVOCATING, AND VOLUNTEERING. OUR PURPOSE BEGINS BY HELPING FEMALES OF ALL AGES AND BACKGROUNDS, FROM YOUNG GIRLS THROUGH ADULTHOOD AND INTO SENIOR STAGES OF LIFE. IT IS OUR DESIRE TO ENGAGE AND EMPOWER WOMEN IN THIS COMMUNITY TO WORK TOGETHER AND MAKE LAKE COUNTY STRONGER. IT IS OUR GOAL TO CREATE A NETWORK OF WOMEN WHO CAN OFFER THEIR TIME, EXPERIENCE, AND RESOURCES TO IMPROVE THE LIVES AND OPPORTUNITIES FOR WOMEN AND GIRLS IN THIS COMMUNITY. IT IS OUR OBLIGATION TO GIVE BACK TO OTHER WOMEN; HELPING RAISE THEM UP TO ACHIEVE THEIR GOALS. EMERGING LEADERS (EL) EMERGING LEADERS OF UNITED WAY OF LAKE COUNTY SEEK TO BE CATALYST FOR CHANGE IN THE LIVES OF LAKE COUNTY YOUTH THROUGH LEADERSHIP, ADVOCACY, KNOWLEDGE AND EDUCATION IN ORDER TO FACILITATE POSITIVE BEHAVIORS THAT WILL CREATE TOMORROWS LEADERS.

Schedule M IRS990ScheduleM

Food Inventory FoodInventoryGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$114,382	NoncashContributionsRptF990Amt
Method Of Determining Revenues	1.74 PER PUND	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	HOUSEHOLD ITEMS	Desc
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$6,375	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE M, PAGE 2, PART II	FormAndLineReferenceDesc
Explanation	IN FYE 2021, A TOTAL OF 40 LOCAL FOOD BANKS HAVE BENEFITED FROM UNITED WAY OF LAKE COUNTYS DISTRIBUTION OF 65,000 POUNDS OF IN-KIND FOOD.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSION	UNITED WAY OF LAKE COUNTY, ALONG WITH ITS MISSION TO "MEASURABLY IMPROVE THE QUALITY OF PEOPLE'S LIVES IN 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. UNITED WAY OF LAKE COUNTY IS A LOCAL, INDEPENDENT NONPROFIT ORGANIZATION THAT FUNDS PROGRAMS IN THE THREE BUILDING BLOCKS TO A BETTER COMMUNITY; EDUCATION, FINANCIAL STABILITY, AND HEALTH, ALONG WITH BASIC NEEDS. UNITED WAY OF LAKE COUNTY AFFECTS TWO OUT OF EVERY THREE RESIDENTS WHILE STRIVING TO MAKE A MEASURABLE IMPACT ON ALL RESIDENTS IN THE COMMUNITY. UNITED WAY OF LAKE COUNTY'S VISION IS TO BECOME THE ENTRUSTED CHAMPION THAT DRIVES IMPROVED OUTCOMES IN OUR COMMUNITY BY FUNDING SERVICES THAT IMPACT EDUCATION, INCOME (FINANCIAL STABILITY) AND HEALTH.
FORM 990, PAGE 2, PART III, LINE 4A	ALLOCATIONS AND AGENCY RELATIONS INCLUDE THE EVALUATION OF COMMUNITY NEEDS AND THE DISTRIBUTION OF FUNDS TO BEST MEET THOSE NEEDS. UNITED WAY OF LAKE COUNTY'S (UWLC) MANY VOLUNTEERS ARE CRITICAL DECISION- MAKERS WHEN MAKING PROGRAM FUNDING DECISIONS. STAFF LEAD THE GROUP, BUT IT IS THE COLLECTION OF 15-20 VOLUNTEERS THAT MEET WEEKLY FOR SEVERAL MONTHS TO EVALUATE PROGRAMS, LISTEN TO AGENCY REPRESENTATIVES, THEN DECIDES WHICH PROGRAMS WILL RECEIVE FUNDING. UWLC UPDATED THEIR FUNDING MODEL LAST YEAR, SO THIS WAS THE SECOND YEAR OF FOLLOWING THAT MODEL. THIS ALLOWED NEW PROGRAMS TO BE BROUGHT TO THE TABLE, EVALUATED, AND ULTIMATELY RECEIVE FUNDING IF THE VOLUNTEER PANELS RATED IT ACCORDINGLY. UWLC UTILIZED THE SAME ONLINE PLATFORM FOR APPLICATIONS AND EVALUATIONS, SO OUR DEDICATED VOLUNTEERS WERE ABLE TO MEET EFFICIENTLY USING ZOOM AND GO THROUGH THE ONLINE PROCESS OF EVALUATING ALL THE PROGRAMS. TO RAISE THE DOLLARS THAT OUR VOLUNTEERS ARE ABLE TO ALLOCATE, HUNDREDS OF COMPANIES RUN WORKPLACE CAMPAIGNS, INVOLVING CORPORATE GIFTS AND SPECIAL EVENTS, ALONG WITH HUNDREDS OF LAKE COUNTY RESIDENTS THAT GIVE INDIVIDUALLY THAT HELP KEEP LAKE COUNTY ENGAGED IN MAKING IT A BETTER PLACE TO LIVE AND WORK, AND ULTIMATELY IMPROVE THE BUILDING BLOCKS TO A STRONGER COMMUNITY, WHICH ARE: EDUCATION, FINANCIAL STABILITY, AND HEALTH.
FORM 990, PAGE 2, PART III, LINE 4B	COMMUNITY PLANNING INCLUDES COORDINATION OF AGENCY STAFF, VOLUNTEERS, AND OTHER RESOURCES TO CONDUCT ACTIVITIES FOR THE BETTERMENT OF THE COMMUNITY. LAST YEAR, UWLC STARTED THE LAKE COUNTY RELIEF FUND (LCRF) AND ACTIVELY GRANTED OUT DOLLARS ON AS AS-NEEDED BASIS AFTER BEING EVALUATED BY STAFF LEADERSHIP. CONTINUING INTO THIS YEAR, FUNDS WERE STILL AVAILABLE TO GRANT WHICH AMOUNTED TO ANOTHER 75,000 BACK INTO THE LAKE COUNTY COMMUNITY FOR PROGRAMS DIRECTED EFFECTED BY THE PANDEMIC. AS WAS THE CASE LAST YEAR, WE HAD TO MAKE CHANGES TO OUR LARGEST VOLUNTEER EFFORT OF THE YEAR, DAY OF CARING. PLANNING TOOK PLACE IN JUNE AND THE ACTUAL COLLECTION HAPPENED IN JULY, BUT WE PARTNERED WITH SALVATION ARMY OF LAKE COUNTY TO HELP SUPPORT THEIR BACK-TO-SCHOOL BASH. WE ASKED COMPANIES AND INDIVIDUALS TO DONATE NEEDED SCHOOL SUPPLIES DURING A GIVEN WEEK AND THAT AMOUNTED TO BEING ABLE TO STUFF HUNDREDS OF BACKPACKS WITH SUPPLIES FOR CHILDREN ALL ACROSS LAKE COUNTY. IN THE MIDST OF THE LCRF AND GRANT ALLOCATION PROCESS IN THE SPRING, WE STILL RAN OUR ANNUAL FEED LAKE COUNTY DRIVE THROUGH A SOLICITATION MAILING AND SEVERAL COMPANIES STILL RAN FOOD DRIVES THAT WERE COMFORTABLE DOING SO. BECAUSE OF THE SUPPORT OF SO MANY COMPANIES AND INDIVIDUALS, EVEN DURING A PANDEMIC, WE WERE ABLE TO HOST FOUR SEPARATE FOOD DISTRIBUTIONS THROUGHOUT THE YEAR, TOTALING OVER 100,000 IN DIRECT FOOD PURCHASES FROM GIANT EAGLE, ON TOP OF DISTRIBUTING TENS OF THOUSANDS OF POUNDS DONATED BY AREA COMPANIES AND INDIVIDUALS. WE ALSO HAVE TWO AFFINITY GROUP S THAT WERE ABLE TO CONTINUE RUNNING THROUGHOUT THE YEAR. BELOW ARE SOME HIGHLIGHTS FROM THEM: EMERGING LEADERS (EL) - MADE UP OF A GROUP OF LAKE COUNTY YOUNG PROFESSIONALS THAT HOST AN ANNUAL GOLF OUTING AND OTHER FUNDRAISING/NETWORK EVENTS THROUGHOUT THE YEAR, THEY ALSO EVALUATE THE GRANT APPLICATIONS RECEIVED DURING THE REGULAR GRANT CYCLE, AND DECIDE WHICH ONES ALIGN WITH THE MISSION OF THE GROUP. THIS YEAR, THEY DECIDED TO FUND TWO PROGRAMS WITH THE 20,000 ALLOTTED TO THEM; DOLLY PARTON IMAGINARY LIBRARY (16,000) AND THE CAPTAINS CHARITIES READING PROGRAM (4,000). WOMEN UNITED (WU) - MADE UP OF A GROUP OF LAKE COUNTY WOMEN WHOSE MISSION IS TO IMPROVE THE LIVES OF WOMEN AND GIRLS IN LAKE COUNTY. THEY WERE ABLE TO HOST SOME VIRTUAL EVENTS THROUGHOUT THE YEAR, INCLUDING A SPEAKER SERIES, AND THEIR SIGNATURE EVENT HELD IN DECEMBER, WOMEN'S WINTERFEST, WAS DONE AS A VIRTUAL RAFFLE THAT RAISED MORE MONEY THAN THE PAST IN-PERSON EVENTS WERE ABLE TO. DOLLARS RAISED FROM WU FUNDRAISING EFFORTS ARE ALLOCATED TO PROGRAMS THAT SUPPORT AT-RISK WOMEN AND GIRLS IN LAKE COUNTY, AND GO THROUGH THE SAME PROCESS AS THE EL GROUP. WOMEN UNITED ALLOCATED 50,000 TO SEVERAL PROGRAMS INCLUDING FORBES HOUSE, CLEVELAND RAPE CRISIS CENTER, AND WAS ABLE TO ALLOT FUNDS TO OAK HOUSE FOR THE GROUP TO BE ABLE TO PURCHASE CHRISTMAS GIFTS FOR THE RESIDENTS.
FORM 990, PAGE 6, PART VI, LINE 11B	THE 990 WAS PREPARED BY AN INDEPENDENT CPA AND PROVIDED TO THE FINANCE STAFF AND MANAGEMENT FOR REVIEW. AFTER REVIEW AND MODIFICATIONS, 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.
FORM 990, PAGE 6, PART VI, LINE 12C	ALL OF THE GOVERNING BODY ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST FORM ON AN ANNUAL BASIS. WHEN VOTES ARE TAKEN ALL ARE REQUIRED TO DISCLOSE IF A CONFLICT EXISTS. ALL EMPLOYEES ARE ALSO REQUIRED TO FILL OUT A CONFLICT OF INTEREST FORM ANNUALLY.
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, WHICH IS COMPRISED OF INDEPENDENT PERSONS. THE SALARY IS APPROVED BY THE BOARD AND IS DOCUMENTED IN THE MINUTES OF THE BOARD MEETING.
FORM 990, PAGE 6, PART VI, LINE 15B	THERE WERE NO EMPLOYEES DEFINED AS KEY IN FISCAL YEAR JUNE 30, 2016, NOR WERE THERE ANY PAID OFFICERS OTHER THAN DISCLOSED ON LINE 15A.
FORM 990, PAGE 6, PART VI, LINE 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.