UNITED WAY OF GREATER TOLEDO: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF GREATER TOLEDO (EIN 34-4427947)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-01-24
- IRS object ID
- 202510249349300426
- Schema version
- 2023v6.0
- 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 C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-24T10:45:40-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383635706 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REHMANN ROBSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7124 W CENTRAL AVE | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43617 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 344427947 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF GREATER TOLEDO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 4192482424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 MADISON AVE STE 100 | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDY PESTRUE | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4192482424 | PhoneNum |
| Signature | 2025-01-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN G MORSE CPA | PreparerPersonNm |
| PTIN | P01034447 | PTIN |
| Phone | 4198658118 | PhoneNum |
| Preparation | 2025-01-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WENDY PESTRUE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 MADISON AVE STE 100 | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,635,483 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITEDWAYTOLEDO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1918 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | UNITED WAY OF GREATER TOLEDO UNITES THE CARING POWER OF PEOPLE TO IMPROVE LIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 41 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,764,643 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,379,973 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,047,200 | PYInvestmentIncomeAmt |
| CY Investment Income | $620,262 | CYInvestmentIncomeAmt |
| PY Other Revenue | $56,223 | PYOtherRevenueAmt |
| CY Other Revenue | $4,508 | CYOtherRevenueAmt |
| PY Total Revenue | $7,868,066 | PYTotalRevenueAmt |
| CY Total Revenue | $7,004,743 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,960,193 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,656,227 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,131,753 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,450,026 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $890,839 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,737,128 | PYOtherExpensesAmt |
| CY Other Expenses | $1,771,478 | CYOtherExpensesAmt |
| PY Total Expenses | $7,829,074 | PYTotalExpensesAmt |
| CY Total Expenses | $7,877,731 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $38,992 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$872,988 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $27,425,610 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,191,004 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,131,158 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,969,781 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,294,452 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,221,223 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNITED WAY OF GREATER TOLEDO UNITES THE CARING POWER OF PEOPLE TO IMPROVE LIVES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,040,640 | ExpenseAmt |
| Grant | $2,334,631 | GrantAmt |
| Desc | UNITED WAY OF GREATER TOLEDO UNCOVERS ROOT-CAUSE ISSUES THAT KEEP COMMUNITY MEMBERS FROM REACHING KEY PROGRAMS THAT HELP THEM LIVE THE ROBUST LIFE THEY DESERVE. UNITED WAY HAS TRANSITIONED TO A COLLABORATIVE IMPACT MODEL WITH FOUR FOCUSES: EDUCATION, FINANCIAL STABILITY, HEALTH, AND SHELTER / HOUSING STABILITY. THE PURPOSE OF THIS MODEL IS TO CREATE A SHARED-COMMUNITY-VISION, WHICH WILL LEVERAGE FUNDING, RESOURCES AND EXPERTISE FROM BUSINESS, PHILANTHROPIC AND ACADEMIC PARTNERS. THIS IS ACCOMPLISHED VIA STAFF, VOLUNTEERS AND PARTNERS WORKING TO DISCOVER COMMUNITY CONDITIONS THAT NEED IMPROVEMENT, ACCOMPANIED WITH THE DESIGNING AND BUILDING OF LONGTERM SOLUTIONS. FOR DETAILS, PLEASE VISIT US AT WWW.UNITEDWAYTOLEDO.ORG. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,321,596 | ExpenseAmt |
| Grant | $1,321,596 | GrantAmt |
| Desc | DONOR DESIGNATIONS: THROUGH THE CAMPAIGN PLEDGING PROCESS, DONORS ARE GIVEN THE OPPORTUNITY TO DIRECT ALL OR PART OF THEIR CONTRIBUTION TO ANOTHER QUALIFIED AGENCY. AS PLEDGES ARE COLLECTED THESE DESIGNATIONS ARE PAID QUARTERLY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $757,424 | ExpenseAmt |
| Desc | UNITED WAY 2-1-1 IS A FREE, 24/7, 365-DAY HEALTH AND HUMAN SERVICES RESOURCE AVAILABLE TO ANYONE IN LUCAS, OTTAWA AND WOOD COUNTY. TO SPEAK WITH A LIVE COMMUNITY RESOURCE ADVISOR, SIMPLY DIAL TWO, ONE, ONE; TEXT YOUR ZIP CODE TO 898-211; INSTANT MESSAGE US ONLINE BY VISITING WWW.211NWO.ORG AND CLICK "CHAT." | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $252,423 | ExpenseAmt |
| Desc | DATA ANALYTICS, UNITED WAY VOLUNTEER CENTER, UNITED WAY PUBLIC POLICY/ADVOCACY, COMMUNITY IMPACT | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $252,423 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $6,372,083 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 41 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATT MORRIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8594266126 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 MADISON AVE STE 100 | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43604 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| BOB BAXTER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JILL KEGLER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ASHA BARNES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOEL JERGER | ||||||
| CHAIR OF THE BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BETH DEAKINS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CRAIG TEAMER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BOB CASALETTA | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VINCE DIPOFI | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN VALENTINE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STU GOLDBERG ESQ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARYLOUISE BOWE | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC HEINTSCHEL | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANGELA LUCAS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW NEWBY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK BLOOMQUIST | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN BYRD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KELLY PARKER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TONY TOTTY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM WOLFF | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATT MORRIS | ||||||
| CHIEF FINANCE & OPERATIONS | 40.00 | $124,980 | $0 | $10,076 | Yes (X) | |
| WENDY PESTRUE | ||||||
| CEO | 40.00 | $175,141 | $0 | $8,726 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $300,121 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $18,802 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $27,732 | FundraisingAmt |
| Government Grants | $476,518 | GovernmentGrantsAmt |
| All Other Contributions | $5,875,723 | AllOtherContributionsAmt |
| Total Contributions | $6,379,973 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $501,810 | TotalRevenueColumnAmt |
| Exclusion | $501,810 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $633,250 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $514,798 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $118,452 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $118,452 | TotalRevenueColumnAmt |
| Exclusion | $118,452 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $115,942 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $27,732 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $115,942 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,508 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,508 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,508 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,004,743 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,508 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $620,262 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,656,227 | TotalAmt |
| Program Services | $3,656,227 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,306 | TotalAmt |
| Program Services | $130,691 | ProgramServicesAmt |
| Management And General | $150,605 | ManagementAndGeneralAmt |
| Fundraising | $43,010 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,592,810 | TotalAmt |
| Program Services | $864,528 | ProgramServicesAmt |
| Management And General | $216,933 | ManagementAndGeneralAmt |
| Fundraising | $511,349 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,636 | TotalAmt |
| Program Services | $121,085 | ProgramServicesAmt |
| Management And General | $19,240 | ManagementAndGeneralAmt |
| Fundraising | $35,311 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,965 | TotalAmt |
| Program Services | $96,202 | ProgramServicesAmt |
| Management And General | $38,652 | ManagementAndGeneralAmt |
| Fundraising | $48,111 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,309 | TotalAmt |
| Program Services | $88,785 | ProgramServicesAmt |
| Management And General | $31,701 | ManagementAndGeneralAmt |
| Fundraising | $53,823 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,260 | TotalAmt |
| Program Services | $97,260 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,130 | TotalAmt |
| Program Services | $12,481 | ProgramServicesAmt |
| Management And General | $41,649 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,621 | TotalAmt |
| Program Services | $207,545 | ProgramServicesAmt |
| Management And General | $33,662 | ManagementAndGeneralAmt |
| Fundraising | $78,414 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,307 | TotalAmt |
| Program Services | $72,334 | ProgramServicesAmt |
| Management And General | $20,717 | ManagementAndGeneralAmt |
| Fundraising | $39,256 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,345 | TotalAmt |
| Program Services | $2,507 | ProgramServicesAmt |
| Management And General | $490 | ManagementAndGeneralAmt |
| Fundraising | $4,348 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,199 | TotalAmt |
| Program Services | $8,816 | ProgramServicesAmt |
| Management And General | $2,494 | ManagementAndGeneralAmt |
| Fundraising | $7,889 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,630 | TotalAmt |
| Program Services | $4,341 | ProgramServicesAmt |
| Management And General | $507 | ManagementAndGeneralAmt |
| Fundraising | $782 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,260 | TotalAmt |
| Program Services | $61,110 | ProgramServicesAmt |
| Management And General | $7,133 | ManagementAndGeneralAmt |
| Fundraising | $11,017 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,488 | TotalAmt |
| Program Services | $13,483 | ProgramServicesAmt |
| Management And General | $1,574 | ManagementAndGeneralAmt |
| Fundraising | $2,431 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,223 | TotalAmt |
| Program Services | $13,165 | ProgramServicesAmt |
| Management And General | $4,464 | ManagementAndGeneralAmt |
| Fundraising | $7,594 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACTED SERVICES | $897,593 | $820,886 | $38,289 | $38,418 |
| SPECIAL ASSISTANCE | $81,560 | $80,679 | $881 | |
| PROFESSIONAL DEVELOPMEN | $22,112 | $13,741 | $4,474 | $3,897 |
| DUES/SUBSCRIPTIONS | $7,904 | $3,399 | $1,982 | $2,523 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,846 | TotalAmt |
| Program Services | $2,818 | ProgramServicesAmt |
| Management And General | $243 | ManagementAndGeneralAmt |
| Fundraising | $1,785 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,877,731 | TotalAmt |
| Program Services | $6,372,083 | ProgramServicesAmt |
| Management And General | $614,809 | ManagementAndGeneralAmt |
| Fundraising | $890,839 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $410,666 | BOYAmt |
| EOY | $291,871 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,194,472 | BOYAmt |
| EOY | $415,217 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,231,802 | BOYAmt |
| EOY | $1,986,611 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,170 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,051 | BOYAmt |
| EOY | $67,322 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $174,123 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $119,791 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,767 | BOYAmt |
| EOY | $54,332 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,759,348 | BOYAmt |
| EOY | $22,872,491 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,543,334 | BOYAmt |
| EOY | $2,503,160 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,425,610 | BOYAmt |
| EOY | $28,191,004 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,757 | BOYAmt |
| EOY | $375,453 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $400,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,828,401 | BOYAmt |
| EOY | $3,194,328 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,131,158 | BOYAmt |
| EOY | $3,969,781 | 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 | $18,041,416 | BOYAmt |
| EOY | $18,930,088 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,253,036 | BOYAmt |
| EOY | $5,291,135 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,294,452 | BOYAmt |
| EOY | $24,221,223 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,425,610 | BOYAmt |
| EOY | $28,191,004 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$872,988 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,842,151 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$42,392 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $8,977,322 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,481,441 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,783,978 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,596,509 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,290,734 | CurrentTaxYearAmt |
| Total | $42,129,984 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,977,322 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,481,441 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,783,978 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,596,509 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,290,734 | CurrentTaxYearAmt |
| Total | $42,129,984 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $42,129,984 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $354,365 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $309,067 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $462,685 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $474,376 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $501,810 | CurrentTaxYearAmt |
| Total | $2,102,303 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $44,232,287 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $86,495 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95250 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95910 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Total Lobbying Expenditures | $0 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | UNITED WAY OF GREATER TOLEDO PUBLICLY SUPPORTED LEGISLATIVE ITEMS WHICH ADVANCE THE COMMON GOOD AND HELP CREATE A BETTER LIFE FOR ALL, SUCH AS SCHOOL LEVIES AND SOCIAL SERVICE LEVIES. NO MONETARY SUPPORT WAS GIVEN, HOWEVER UNITED WAY OF GREATER TOLEDO SUPPORTED SUCH LEVIES THROUGH RADIO COMMENTARY, SOCIAL MEDIA SUPPORT, AND CALL CENTER TIME VIA VOLUNTEERS. UNITED WAY OF GREATER TOLEDO ALSO ALLOWED USE OF OUR NAME AS A SUPPORTER IN MATERIALS CREATED BY OTHERS. STAFF TIME SPENT SUPPORTING THESE ACTIVITIES WAS INSIGNIFICANT AND WAS PERFORMED FOR NO ADDITIONAL COMPENSATION. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,509,924 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $178,507 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,688,431 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,365,210 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $153,714 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,000 | OtherExpendituresAmt |
| End Year Balance | $2,509,924 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,407,738 | BeginningYearBalanceAmt |
| Contributions | $1,913,245 | ContributionsAmt |
| Investment Earnings Or Losses | -$825,400 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $130,373 | OtherExpendituresAmt |
| End Year Balance | $2,365,210 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,066,424 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $341,314 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,407,738 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,310,350 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$243,926 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,066,424 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.88460 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.11540 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,300 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,650 | DepreciationAmt |
| Book Value | $4,650 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $164,823 | OtherCostOrOtherBasisAmt |
| Depreciation | $115,141 | DepreciationAmt |
| Book Value | $49,682 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $54,332 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN TRUST | $2,041,778 |
| RIGHT-OF-USE ASSETS | $461,382 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,503,160 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| COMMUNITY INVESTMENTS PAYABLE | $2,054,708 |
| DESIGNATIONS PAYABLE | $678,238 |
| OPERATING LEASE OBLIGATIONS | $461,382 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,194,328 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,385,646 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,842,151 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$42,392 | OtherRevenueAmt |
| Revenue Not Reported | $1,799,759 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,585,887 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $97,260 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,321,596 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,418,856 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,004,743 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,458,875 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,458,875 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $97,260 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,321,596 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,418,856 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,877,731 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THESE ENDOWMENT ACCOUNTS WERE ESTABLISHED TO PROPERLY ACCOUNT FOR DONOR RESTRICTED GIFTS. THE CORPUS OF THE GIFT IS HELD IN PERPETUITY AND AUTHORIZED PROCEEDS ARE USED FOR DONOR SPECIFIED/DESIGNATED PURPOSES, SUCH AS DECREASED HOMELESSNESS, SERVICES BENEFITING CHILDREN, AND OTHER PROGRAMS IDENTIFIED BY OUR VOLUNTEERS THROUGH ANNUAL GRANT DECISIONS. |
| PART X, LINE 2: | THE ORGANIZATION HAS EVALUATED ITS INCOME TAX FILING POSITIONS FOR FISCAL YEARS 2021 THROUGH 2024, THE YEARS WHICH REMAIN SUBJECT TO EXAMINATION AS OF JUNE 30, 2024. THE ORGANIZATION CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS ("UTB") (E.G. TAX DEDUCTIONS, EXCLUSIONS, OR CREDITS CLAIMED OR EXPECTED TO BE CLAIMED) TO SIGNIFICANTLY CHANGE IN THE NEXT TWELVE MONTHS. THE ORGANIZATION DOES NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES RELATED TO UTBS AT JUNE 30, 2024 OR 2023, AND IS NOT AWARE OF ANY CLAIMS FOR SUCH AMOUNTS BY FEDERAL OR STATE INCOME TAX AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | UNCOLLECTIBLE PLEDGES -89,239. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 46,847. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATIONS 1,321,596. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATIONS 1,321,596. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MEAL PACKS | Event1Nm |
| Gross Receipts Event1 | $44,950 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $317 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $44,633 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $44,633 | OtherDirectExpensesEvent1Amt |
| Event2 | ADOPT-A-FAMILY GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $31,690 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $21,187 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $10,503 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $10,503 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $67,034 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $6,228 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $60,806 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $60,806 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $143,674 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $27,732 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $115,942 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $115,942 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $115,942 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (76 entries)
| Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|
| LOCAL INITIATIVES SUPPORT CORPORATION | |||
| 133030229 | $414,974 | $0 | GENERAL OPERATIONS,SIEMER STABLE FAMILIES,TOLEDO FINANCIAL OPPORTUNITY CENTER NETWORK |
| YWCA NORTHWEST OHIO | |||
| 344428265 | $147,515 | $0 | GENERAL OPERATIONS,EARLY CHILDHOOD PARTNERSHIP,RAPE CRISIS CENTER,DOMESTIC VIOLENCE SHELTER,CCR&R SERVICES,BABY TALK |
| YMCAJCC OF GREATER TOLEDO | |||
| 344428262 | $126,031 | $0 | GENERAL OPERATIONS,YMCA SUCCESS IN SCHOOL INITIATIVE,LIVE WELL GREATER TOLEDO,WAYMAN PALMER COMMUNITY YMCA HUB |
| BEACH HOUSE FAMILY SHELTER INC | |||
| 344428659 | $122,049 | $0 | GENERAL OPERATIONS,EMERGENCY RESPONSE FUND,,STEPS TO EMERGENCY FAMILY SHELTER,STEPS TO STABILITY |
| NEIGHBORWORKS TOLEDO REGION | |||
| 341230687 | $103,846 | $0 | SIEMER TANF |
| UNITED WAY FOR SOUTHEASTERN MICHIGAN | |||
| 203099071 | $99,600 | $0 | GENERAL OPERATIONS |
| FAMILY AND CHILD ABUSE PREVENTION CENTER | |||
| 341375936 | $96,118 | $0 | GENERAL OPERATIONS,CHILDREN'S ADVOCACY CENTER,DOMESTIC VIOLENCE COURT ADVOCACY |
| HOSPITAL COUNCIL OF NORTHWEST OHIO | |||
| 341116795 | $85,042 | $0 | GENERAL OPERATIONS,NORTHWEST OHIO PATHWAYS HUB: GETTING HEALTHY ZONE PROGRAM,HEALTHY LUCAS COUNTY |
| BOYS & GIRLS CLUBS OF TOLEDO | |||
| 344427933 | $76,720 | $0 | GENERAL OPERATIONS,BOYS & GIRLS CLUBS OF TOLEDO PROJECT LEARN |
| FAMILY HOUSE | |||
| 341556086 | $61,599 | $0 | GENERAL OPERATIONS,EMERGENCY RESPONSE FUND,EMERGENCY SHELTER |
| SOFIA QUINTERO ART & CULTURAL CENTER | |||
| 341925216 | $60,358 | $0 | GENERAL OPERATIONS,CENARE; CULINARY EDUCATION, NUTRITION AND RESPONSIBLE EATING |
| CHERRY STREET MISSION | |||
| 341133369 | $60,203 | $0 | GENERAL OPERATIONS,CSMM WORKFORCE DEVELOPMENT AND EMPOWERED AI COLLABORATIVE PROGRAM |
| ZEPF CENTER | |||
| 341168947 | $56,920 | $0 | GENERAL OPERATIONS,SAFETY NET |
| OTTAWA COUNTY TRANSITIONAL HOUSING INC | |||
| 341744958 | $55,430 | $0 | GENERAL OPERATIONS,COMMUNITY SUPPORT SERVICES OUTREACH,RUTH ANN'S HOUSE |
| THE COCOON | |||
| 201011222 | $52,397 | $0 | GENERAL OPERATIONS,ADVOCACY SERVICES FOR SURVIVORS OF DOMESTIC AND SEXUAL VIOLENCE |
| HARBOR BEHAVIORAL HEALTH | |||
| 344434924 | $51,808 | $0 | GENERAL OPERATIONS,SUPPORTING EARLY EMOTIONAL DEVELOPMENT (SEED) |
| ST PAUL'S COMMUNITY CENTER | |||
| 341252554 | $50,894 | $0 | GENERAL OPERATIONS,THE SHELTER |
| NEIGHBORHOOD HEALTH ASSOCIATION | |||
| 237272741 | $50,368 | $0 | GENERAL OPERATIONS,PATIENT NAVIGATOR |
| WOOD COUNTY EDUCATIONAL SERVICE CENTER | |||
| 346401606 | $48,950 | $0 | GENERAL OPERATIONS,COMMUNITY LEARNING CENTERS-STARS |
| UNITED WAY OF ALLEN COUNTY IN | |||
| 350867932 | $46,406 | $0 | GENERAL OPERATIONS |
| TOLEDO-LUCAS COUNTY CARENET | |||
| 431986672 | $45,853 | $0 | GENERAL OPERATIONS,ACCESS TO HEALTHCARE |
| ADVOCATES FOR BASIC LEGAL EQUALITY INC (ABLE) | |||
| 237376131 | $45,646 | $0 | GENERAL OPERATIONS,MEDICAL LEGAL PARTNERSHIP FOR CHILDREN |
| ART TATUM ZONE | |||
| 522288427 | $41,536 | $0 | GENERAL OPERATIONS,ART TATUM ZONE COMMUNITY HUB |
| TUTOR SMART GREATER TOLEDO | |||
| 823147832 | $40,502 | $0 | GENERAL OPERATIONS,MAKE EVERY HOUR COUNT |
| SOCIAL SERVICES FOR THE ARAB COMMUNITY SSFAC | |||
| 455580082 | $40,022 | $0 | GENERAL OPERATIONS,ADVANCE EMPLOYMENT & TRAINING PROGRAM,IMMIGRANT & REFUGEE EQUAL ADVANCEMENT PROGRAM |
| OTTAWA COUNTY FAMILY ADVOCACY CENTER | |||
| 261457631 | $35,565 | $0 | GENERAL OPERATIONS,EMERGENCY RESPONSE FUND,GRANDLOVE |
| TOLEDO DAY NURSERY | |||
| 344465880 | $35,224 | $0 | GENERAL OPERATIONS,TOLEDO DAY NURSERY |
| EQUITAS HEALTH | |||
| 311126780 | $35,169 | $0 | GENERAL OPERATIONS,MPOWERMENT FOR A HEALTHY TOLEDO |
| TOLEDO EARLY LEARNING COALITION INCORPORATED | |||
| 833522504 | $35,027 | $0 | GENERAL OPERATIONS,PROGRAM EXTENSION TOLEDO ELC SHARED SERVICE ALLIANCE FOR KINDERGARTEN READINESS |
| CATHOLIC CLUB | |||
| 344428936 | $34,678 | $0 | GENERAL OPERATIONS,CLUB CARE 0-5 |
| GLIDING STARS OF TOLEDO | |||
| 883153422 | $32,542 | $0 | GENERAL OPERATIONS |
| PARTNERS IN EDUCATION | |||
| 341772429 | $30,082 | $0 | GENERAL OPERATIONS,MENTORS IN TOLEDO SCHOOLS (MITS) |
| FAIR HOUSING CENTER OF NORTHWEST OHIO INC | |||
| 237441706 | $30,000 | $0 | FAIR HOUSING SERVICES |
| UNITED WAY OF WEST TENNESSEE | |||
| 620590257 | $28,255 | $0 | GENERAL OPERATIONS |
| AMERICAN RED CROSS OF WESTERN LAKE ERIE | |||
| 530196605 | $26,839 | $0 | GENERAL OPERATIONS,FAMILY EMERGENCY RESPONSE SERVICES |
| UNITED WAY OF WAYNE AND HOLMES COUNTIES INC | |||
| 340946973 | $26,570 | $0 | GENERAL OPERATIONS |
| MOM'S HOUSE | |||
| 341710362 | $26,476 | $0 | GENERAL OPERATIONS,EARLY CHILDHOOD EDUCATION |
| HABITAT FOR HUMANITY OF WOOD COUNTY OHIO | |||
| 912043423 | $25,457 | $0 | GENERAL OPERATIONS,PROJECT HOMELESS CONNECT,HOME REPAIR PROGRAM |
| CHILDREN'S RESOURCE CENTER | |||
| 341191237 | $22,404 | $0 | GENERAL OPERATIONS,INFANT AND EARLY CHILDHOOD FAMILY SUPPORT AND PARENT EDUCATION |
| CATHOLIC CHARITIES DIOCESE OF TOLEDO | |||
| 344428254 | $18,112 | $0 | GENERAL OPERATIONS |
| GRACE COMMUNITY CENTER INC | |||
| 341262055 | $18,066 | $0 | GENERAL OPERATIONS,GCC CLOSING THE FOOD INSECURITY & HEALTH DISPARITY GAPS |
| TOLEDO GROWS AGENCY | |||
| 341350559 | $15,965 | $0 | GENERAL OPERATIONS,NUTRITION AND GARDEN EDUCATION AND SUPPORT |
| HEART OF MISSOURI UNITED WAY | |||
| 430735827 | $15,053 | $0 | GENERAL OPERATIONS |
| GREAT LAKES COMMUNITY ACTION PARTNERSHIP | |||
| 340975934 | $15,000 | $0 | WOOD COUNTY FINANCIAL OPPORTUNITY CENTER |
| TASC OF NORTHWEST OHIO | |||
| 341844894 | $15,000 | $0 | WARREN COMMONS |
| UNITED WAY OF GREATER LAFAYETTE & TIPPECANOE COUNTY | |||
| 350891621 | $14,655 | $0 | GENERAL OPERATIONS |
| UNITED WAY OF THE COLUMBIA-WILLAMETTE | |||
| 930582124 | $13,473 | $0 | GENERAL OPERATIONS |
| WOOD COUNTY PUBLIC LIBRARY FOUNDATION | |||
| 311417745 | $12,775 | $0 | GENERAL OPERATIONS,IMAGINATION LIBRARY |
| UNITED WAY OF KERSHAW COUNTY | |||
| 570717334 | $12,068 | $0 | GENERAL OPERATIONS |
| UNITED WAY OF HENDERSON CO KY | |||
| 610444700 | $12,065 | $0 | GENERAL OPERATIONS |
| UNITED WAY OF WILSON COUNTY AND THE UPPER CUMBERLAND | |||
| 621660029 | $10,602 | $0 | GENERAL OPERATIONS |
| BOY SCOUTS OF AMERICA ERIE SHORES COUNCIL INC #460 | |||
| 344427945 | $10,467 | $0 | GENERAL OPERATIONS |
| PORT CLINTON CITY SCHOOLS DISTRICT | |||
| 346401093 | $10,250 | $0 | GENERAL OPERATIONS,CHAMPIONS FOR CHILDREN |
| CANCER SERVICES OF ERIE COUNTY | |||
| 340877577 | $10,000 | $0 | CANCER SERVICES PATIENT PROGRAM |
| OTTAWA COUNTY COMMISSIONERS | |||
| 346401025 | $10,000 | $0 | PERSONAL CARE ASSISTANCE PROGRAM |
| HEART OF KENTUCKY UNITED WAY | |||
| 237166092 | $9,189 | $0 | GENERAL OPERATIONS |
| UNIVERSITY OF TOLEDO FOUNDATION | |||
| 346555110 | $8,765 | $0 | GENERAL OPERATIONS |
| ALZHEIMER'S ASSOCIATION NORTHWEST OHIO CHAPTER | |||
| 133039601 | $8,701 | $0 | GENERAL OPERATIONS |
| UNITED WAY OF NORTHWEST MICHIGAN | |||
| 381679060 | $8,431 | $0 | GENERAL OPERATIONS |
| SPECIAL OLYMPICS MICHIGAN | |||
| 520889518 | $8,431 | $0 | GENERAL OPERATIONS |
| UNITED WAY OF GREATER ATLANTA | |||
| 580566194 | $8,369 | $0 | GENERAL OPERATIONS |
| UNITED WAY OF ST CLAIR COUNTY | |||
| 381357996 | $8,276 | $0 | GENERAL OPERATIONS |
| UNITED WAY OF GREATER LIMA | |||
| 344466356 | $8,201 | $0 | GENERAL OPERATIONS |
| UNITED WAY OF HENRY COUNTY OH | |||
| 341359317 | $6,864 | $0 | GENERAL OPERATIONS |
| JEWISH FEDERATION OF TOLEDO | |||
| 344428259 | $6,745 | $0 | GENERAL OPERATIONS |
| ST ROSE PARISH & SCHOOL | |||
| 344459028 | $6,450 | $0 | GENERAL OPERATIONS |
| JUNIOR ACHIEVEMENT NORTHWEST OHIO INC | |||
| 344430363 | $6,402 | $0 | GENERAL OPERATIONS |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL- MEMPHIS | |||
| 620646012 | $6,018 | $0 | GENERAL OPERATIONS |
| UNITED WAY OF KNOX IN & CRAWFORD COUNTY IL - VINCENNES IN | |||
| 351158520 | $5,860 | $0 | GENERAL OPERATIONS |
| LUCAS METROPOLITAN HOUSING AUTHORITY | |||
| 463415835 | $5,691 | $0 | GENERAL OPERATIONS |
| CONNECTING KIDS TO MEALS INC | |||
| 341969461 | $5,629 | $0 | GENERAL OPERATIONS |
| HOSPICE OF NORTHWEST OHIO | |||
| 341283188 | $5,579 | $0 | GENERAL OPERATIONS |
| UNITED WAY OF WHITESIDE COUNTY | |||
| 366009102 | $5,285 | $0 | GENERAL OPERATIONS |
| OREGON SCHOOLS FOUNDATION AMY HANSEN | |||
| 341691643 | $5,092 | $0 | GENERAL OPERATIONS |
| WITTENBERG UNIVERSITY | |||
| 310537177 | $5,059 | $0 | GENERAL OPERATIONS |
| DONOR DESIGNATIONS TO AGENCIES - UNDER 5000 | |||
| $798,564 | $0 | SUPPORT FOR VARIOUS AGENCIES | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | UNITED WAY OF GREATER TOLEDO'S PROGRAM MONITORING PROCESS INCLUDES WRITTEN REPORTS OF PROGRAM OUTPUTS, PROGRAM EFFICACY MEASUREMENT REPORTS, DEMOGRAPHIC CHARACTERISTICS OF CLIENTS SERVED, AND FINANCIAL REPORTING ON PROGRAM REVENUE AND EXPENSES. ALL REPORTS ARE ENTERED BY AGENCIES THROUGH A WEB-BASED REPORTING SYSTEM. GROUPS OF COMMUNITY VOLUNTEERS REVIEW THE WRITTEN REPORTS, REGULARLY VISIT PROGRAMS IN ACTION AND VIEW PROGRAM DOCUMENTATION. THE INFORMATION OBTAINED IS USED TO EVALUATE HOW EACH PROGRAM IS FUNCTIONING ACCORDING TO THE PROGRAM PLAN SUBMITTED BY THE AGENCY. THE VOLUNTEER GROUPS MAY ELECT TO ADJUST, HOLD, OR END FUNDING TO A PROJECT BASED ON UNSATISFACTORY REPORTS OR SITE VISITS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDY PESTRUE | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $163,607 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $11,534 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $8,726 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $183,867 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS COMPLETED BY THE INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY UNITED WAY OF GREATER TOLEDO MANAGEMENT. THE BOARD TREASURER AND MEMBERS OF THE FINANCE/AUDIT COMMITTEE REVIEW AND ACCEPT THE RETURN. UPON ACCEPTANCE, THE FINAL DRAFT IS SENT VIA E-MAIL TO THE ENTIRE BOARD OF TRUSTEES FOR THEIR REVIEW ONE WEEK PRIOR TO THE FILING DUE DATE. |
| FORM 990, PART VI, SECTION B, LINE 12C | DISCLOSURE REQUIREMENTS ARE INCLUDED WITHIN THE CONFLICT OF INTEREST POLICY WHICH IS DISTRIBUTED ANNUALLY TO THE BOARD AND STAFF. WE ACQUIRE SIGNED ACKNOWLEDGEMENT OF THE POLICY AND MONITOR TO 100% PARTICIPATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROGRAM PHILOSOPHY AND OBJECTIVES UNITED WAY OF GREATER TOLEDO'S ("UWGT OR "THE ORGANIZATION") PRIMARY OBJECTIVE IS TO PROVIDE A REASONABLE AND COMPETITIVE EXECUTIVE TOTAL COMPENSATION OPPORTUNITY CONSISTENT WITH MARKET-BASED COMPENSATION PRACTICES FOR INDIVIDUALS POSSESSING THE EXPERIENCE AND SKILLS NEEDED TO ADVANCE THE MISSION AND IMPROVE THE OVERALL PERFORMANCE OF THE ORGANIZATION. UWGT'S EXECUTIVE COMPENSATION PROGRAM IS DESIGNED TO: -ENCOURAGE THE ATTRACTION AND RETENTION OF HIGH CALIBER EXECUTIVES. -PROVIDE A COMPETITIVE TOTAL COMPENSATION PACKAGE, INCLUDING BENEFITS. -STRONGLY SUPPORT AND FURTHER TRANSITION TO A "PAY FOR PERFORMANCE" CULTURE THROUGH THE USE OF INCENTIVES FOR KEY EMPLOYEES. -REINFORCE THE GOALS FOR THE ORGANIZATION BY SUPPORTING TEAMWORK AND COLLABORATION. -ENSURE PAY IS PERCEIVED TO BE FAIR AND EQUITABLE. -BE FLEXIBLE TO REWARD INDIVIDUAL ACCOMPLISHMENTS AS WELL AS ORGANIZATIONAL SUCCESS. -ENSURE THE PROGRAM IS EASY TO EXPLAIN, UNDERSTAND AND ADMINISTER. -BALANCE THE NEED TO BE COMPETITIVE WITH THE LIMITS OF AVAILABLE FINANCIAL RESOURCES. -ENSURE THE PROGRAM COMPLIES WITH STATE AND FEDERAL LEGISLATION. EXECUTIVE COMPENSATION PROGRAM PROGRAM ELEMENTS ELEMENTS OF THE EXECUTIVE COMPENSATION PROGRAM INCLUDE: BASE SALARY, SHORT TERM INCENTIVES, LONG TERM INCENTIVES, PERQUISITES, BENEFITS, EXECUTIVE SUPPLEMENTAL BENEFITS, SUPPLEMENTAL RETIREMENT PLANS, BONUSES, DEFINED BENEFITS, DEFINED CONTRIBUTION, AND ANY AND ALL BENEFITS USED AS COMPENSATION OR INCENTIVES FOR THE EXECUTIVES. PROGRAM MARKET POSITION UNITED WAY OF GREATER TOLEDO CONSIDERS RELEVANT MARKET POSITIONS OF COMPARABLE NATIONAL, REGIONAL AND/OR LOCAL ORGANIZATIONS, AS REPORTED IN INDEPENDENT SURVEYS, IN ESTABLISHING THE MARKET ANALYSIS USED TO DETERMINE THE ORGANIZATION'S PAY GRADES AND PAY RANGES. TARGET COMPARATORS ARE COMPARABLE TO UWGT IN SIZE AND OPERATIONAL COMPLEXITY. COMPARATORS SHALL BE COMPRISED PRIMARILY OF NOT-FOR-PROFIT ORGANIZATIONS; HOWEVER, FOR-PROFIT ORGANIZATIONS MAY ALSO BE CONSIDERED FOR FUNCTIONALLY COMPARABLE POSITIONS. UWGT CONDUCTS A COMPLETE REVIEW OF ITS TOTAL COMPENSATION STRUCTURE EVERY THREE TO FIVE YEARS TO ASSESS ITS COMPETITIVENESS. UNDERSTANDING THE MARKET FOR EXECUTIVE TALENT MAY BE BROADER, THE EXECUTIVE COMPENSATION COMMITTEE MAY CHOOSE TO USE ADDITIONAL MARKET SEGMENTS AND PUBLISHED COMPENSATION SURVEYS AS A SUPPLEMENT TO THE STANDARD MARKET POSITION COMPARATORS. TOGETHER THESE MARKET SEGMENTS MAY BE USED TO FORM A "MARKET COMPOSITE' TO ASSESS THE COMPETITIVENESS OF EXECUTIVE COMPENSATION. UWGT MANAGES ITS BASE PAY AROUND THE 50TH PERCENTILE OF RELEVANT MARKET POSITIONS. PROGRAMS ARE DESIGNED TO BE FLEXIBLE; SO, COMPENSATION CAN BE ABOVE OR BELOW THE 50TH PERCENTILE BASED ON EXPERIENCE, PERFORMANCE AND BUSINESS NEEDS TO ATTRACT AND RETAIN SPECIFIC TALENT. INCENTIVE PLAN COMPENSATION FOR CEO TO REINFORCE A PAY-FOR-PERFORMANCE CULTURE, INCENTIVE COMPENSATION MAY BE OFFERED AT 5% ANNUAL TARGET. AWARDS UNDER THE PLAN WILL BE BASED ON SUCCESSFUL ACHIEVEMENT OF PREDETERMINED GOALS AND OBJECTIVES WHICH ALIGN WITH THE MISSION AND VALUES OF UWGT. GOVERNANCE AND PROCESS UNITED WAY OF GREATER TOLEDO'S EXECUTIVE COMPENSATION PROGRAM IS ADMINISTERED BY THE EXECUTIVE COMPENSATION COMMITTEE. THE EXECUTIVE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ESTABLISHING AND MAINTAINING A COMPETITIVE EXECUTIVE COMPENSATION PROGRAM FOR THE CEO, AS WELL AS ANY KEY EMPLOYEE WHOSE COMPENSATION FALLS WITHIN THE UPPER THIRD OF THE ESTABLISHED PAY GRADE. THE EXECUTIVE COMPENSATION COMMITTEE MEETS ANNUALLY TO REVIEW THE EXECUTIVE COMPENSATION PROGRAM. THE COMMITTEE UTILIZES THE ORGANIZATION'S COMPENSATION PROGRAM MARKET POSITION PROCESS AND ESTABLISHED PAY GRADES AND PAY RANGES TO EVALUATE THE EXECUTIVE COMPENSATION PROGRAM, AND ENSURE IT FALLS WITHIN A REASONABLE RANGE OF COMPETITIVE PRACTICES FOR COMPARABLE POSITIONS AMONG SIMILARLY SITUATED ORGANIZATIONS. THE COMMITTEE MAKES RECOMMENDATIONS FOR ANY EXECUTIVE COMPENSATION PROGRAM CHANGES TO THE BOARD OF TRUSTEES, AS APPROPRIATE. THE COMMITTEE DETERMINES BASE SALARY AND ANNUAL INCENTIVE ADJUSTMENTS, IN ACCORDANCE WITH THE COMPENSATION PROGRAM PARAMETERS AS STATED HEREIN, BASED ON THE RESULTS OF THE CEO'S ANNUAL PERFORMANCE EVALUATION CONDUCTED FOR THE FISCAL YEAR ENDING JUNE 30. THE COMMITTEE RECOMMENDS TO THE BOARD OF TRUSTEES FOR THEIR APPROVAL, SALARY AND INCENTIVE AWARDS FOR THE CEO WHICH WILL BE RETROACTIVE TO JULY 1. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST AND THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | UNCOLLECTIBLE PLEDGES -89,239. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 46,847. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS USED HAS NOT CHANGED. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPIC SOLUTIONS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2146 CHAMBER CENTER DRIVE | AddressLine1Txt |
| City | FORT MITCHELL | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611386122 | EIN |
| Primary Activities | PROVIDES ADMINISTRATIVE SHARED SERVICES TO LOCAL UNITED WAYS. | PrimaryActivitiesTxt |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 509(A)(3) | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | Yes (1) | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPIC SOLUTIONS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | M | TransactionTypeTxt |
| Involved | $199,532 | InvolvedAmt |
| Method Of Amount Determination | ACTUAL PAYMENTS MADE FOR SERVICES | MethodOfAmountDeterminationTxt |