UNITED WAY OF LAKE COUNTY INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF LAKE COUNTY INC (EIN 34-1105038)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-01-07
- IRS object ID
- 202130089349300953
- Schema version
- 2019v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-07T15:44:18-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | 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 | 2020-12-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROLLAND B STANDISH | PreparerPersonNm |
| PTIN | P00169705 | PTIN |
| Phone | 4409512997 | PhoneNum |
| Preparation | 2020-12-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $2,136,820 | 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 | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,993,109 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,028,953 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $113,814 | PYInvestmentIncomeAmt |
| CY Investment Income | $78,614 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,597 | PYOtherRevenueAmt |
| CY Other Revenue | $29,253 | CYOtherRevenueAmt |
| PY Total Revenue | $2,114,520 | PYTotalRevenueAmt |
| CY Total Revenue | $2,136,820 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,263,749 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,247,171 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $477,370 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $464,832 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $209,085 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $240,055 | PYOtherExpensesAmt |
| CY Other Expenses | $226,319 | CYOtherExpensesAmt |
| PY Total Expenses | $1,981,174 | PYTotalExpensesAmt |
| CY Total Expenses | $1,938,322 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $133,346 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $198,498 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,371,341 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,746,795 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,076,670 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,244,872 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,294,671 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,501,923 | 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 | $1,254,355 | ExpenseAmt |
| Grant | $1,147,294 | 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 50+ VOLUNTEERS THAT MEET WEEKLY FOR SEVERAL MONTHS TO EVALUATE PROGRAMS, LISTEN TO AGENCY REPRESENTATIVES, THEN DECIDES WHICH PROGRAMS WILL RECEIVE FUNDING. STARTING THIS YEAR, UWLC UPDATED THEIR FUNDING MODEL AND OPENED UP THE APPLICATION PROCESS TO ALL NON-PROFITS IN LAKE COUNTY. THIS ALLOWED NEW PROGRAMS TO BE BROUGHT TO THE TABLE, EVALUATED, AND ULTIMATELY RECEIVE FUNDING IF THE VOLUNTEER PANELS RATED IT ACCORDINGLY. EVEN BEFORE THE PANDEMIC HAPPENED, UWLC WAS ALREADY MOVING TO AN ONLINE PLATFORM FOR APPLICATIONS AND EVALUATIONS, SO OUR DEDICATED VOLUNTEERS WERE ABLE TO MEET VIRTUALLY AND GO THROUGH THE ONLINE PROCESS OF EVALUATING ALL THE PROGRAMS THAT MADE IT THROUGH THE INITIAL LETTER OF INTENT (LOI) PROCESS. 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $358,147 | ExpenseAmt |
| Grant | $99,877 | GrantAmt |
| Desc | COMMUNITY PLANNING INCLUDES COORDINATION OF AGENCY STAFF, VOLUNTEERS, AND OTHER RESOURCES TO CONDUCT ACTIVITIES FOR THE BETTERMENT OF THE COMMUNITY. IN A YEAR WHERE A PANDEMIC TOTALLY CHANGED THE LANDSCAPE OF THE WORLD, LET ALONE LAKE COUNTY, UWLC HAD TO CHANGE AND ADAPT TO ENSURE WE WERE STILL MEETING THE ARISING COMMUNITY NEEDS. OUR BIGGEST, AND MOST IMPORTANT, UNDERTAKING WAS THE CREATION OF THE LAKE COUNTY RELIEF FUND (LCRF). WE STARTED THIS IN MID-MARCH AND BY THE END OF JUNE GARNERED NEARLY 140,000 IN SUPPORT OF THIS FUND WHERE 100% OF THE FUNDS RAISED WENT RIGHT BACK INTO THE COMMUNITY TO FUND PANDEMIC-RELATED RELIEF EFFORTS. WE HAD NEW COMPANIES STEP UP TO SUPPORT THE FUND, ALONG WITH DOZENS OF RESIDENTS THAT HAD NEVER SUPPORTED UWLC BEFORE. OUR LARGEST VOLUNTEER EFFORT OF THE YEAR IS OUR DAY OF CARING IN JUNE, BUT WE KNEW WE COULDN'T GET 600+ VOLUNTEERS TOGETHER AT DOZENS OF SITES ACROSS THE COUNTY, SO WE DECIDED TO ROLL OUT A DRIVE-BY DAY OF CARING. WE HAD FOUR LOCATIONS ACROSS LAKE COUNTY WHERE PEOPLE COULD DROP OFF CARE KITS (BABY, EDUCATIONAL, HEALTH, PPE, ETC.) AND WE COLLECTED ALL OF THE DONATIONS AND DISTRIBUTED THEM TO OUR PARTNER AGENCIES. IN THE MIDST OF THE LCRF AND NEW 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 DO A 20,000 FOOD DISTRIBUTION IN MARCH THEN FOLLOWED THAT UP WITH A MONETARY CHECK DISTRIBUTION IN MAY. THIS PROCESS WILL CONTINUE INTO THE NEW YEAR WHERE WE WILL BE ABLE TO SAFELY DISTRIBUTE FOOD AND CHECKS USING THE FUNDS RAISED DURING THIS CURRENT FISCAL YEAR. WE ALSO HAVE A FEW AFFINITY GROUPS THAT WERE ABLE TO CONTINUE RUNNING ALL YEAR LONG. BELOW ARE SOME HIGHLIGHTS FROM THEM: YOUTH UNITED WAY - MADE UP OF A GROUP OF HIGH SCHOOL STUDENTS, THE YUW PROGRAM IS A REAL-LIFE EXAMPLE OF EVALUATING COMMUNITY PROGRAMS AND GRANTING FUNDS TO THE MOST CRITICALLY NEEDED AREAS. THIS YEAR, THE GROUP GRANTED THEIR 5,000 ALLOCATION TO BE USED TOWARD THE LCRF. EMERGING LEADERS - 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 RECEIVE GRANT APPLICATIONS FOR DOZENS OF PROGRAMS EACH YEAR AND HAVE TO DECIDE WHICH PROGRAMS MEET THE MOST CRITICAL NEEDS. THIS YEAR, THROUGH OUR NEW ALLOCATION MODEL, THEY GRANTED 15,000 TO THE MENTOR PUBLIC LIBRARY AND ITS DOLLY PARTON IMAGINATION LIBRARY PROGRAM. WOMEN UNITED AFFINITY GROUP - MADE UP OF A GROUP OF LAKE COUNTY WOMEN WHOSE MISSION IS TO IMPROVE THE LIVES OF WOMEN AND GIRLS IN LAKE COUNTY. THEY HOST A VARIETY OF FUNDRAISING EVENTS THROUGHOUT THE YEAR, INCLUDING A SPEAKER SERIES, MEMBERSHIP DRIVES, AND THEIR SIGNATURE EVENT HELD IN DECEMBER, WOMEN'S WINTERFEST. DOLLARS RAISED FROM WLC FUNDRAISING EFFORTS ARE ALLOCATED TO PROGRAMS THAT SUPPORT AT-RISK WOMEN AND GIRLS IN LAKE COUNTY. WOMEN UNITED ALLOCATED 51,000 TO SEVERAL PROGRAMS THROUGH THE NEW ALLOCATION MODEL, INCLUDING 10,000 TO THE LCRF. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,612,502 | 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 | 6 | 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 | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | 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 (22 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) | $108,423 | $0 | $12,144 | |
| 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) | |
| TOM BREW | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| KAREN BURTON | ||||||
| TREASURER | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RICK BUSBY | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MARSITA FERGUSON | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| PATTI GAVORSKI | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MICHELLE GRAF | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JEREMY IOSUE | ||||||
| 2ND VICE CHA | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| AL JONES | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ELLEN FOLEY KESSLER | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ROBERT LEE | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| SCOTT MARN | ||||||
| CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PAUL OLZAK | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| SCOT PARK | ||||||
| 1ST VICE CHA | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KATHY PETERSON | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| KATHLEEN BUSE PHD | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ANDREW PHELPS | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MARY ROSSOLL | ||||||
| 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 | $108,423 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $12,144 | TotalOtherCompensationAmt |
| 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 |
| Federated Campaigns | $78,308 | FederatedCampaignsAmt |
| Government Grants | $23,864 | GovernmentGrantsAmt |
| All Other Contributions | $1,926,781 | AllOtherContributionsAmt |
| Noncash Contributions | $59,491 | NoncashContributionsAmt |
| Total Contributions | $2,028,953 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $78,614 | TotalRevenueColumnAmt |
| Exclusion | $78,614 | 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 (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS | 900099 | $13,253 | $13,253 |
| ALLOCATION REFUND | 900099 | $4,000 | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $17,253 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,136,820 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,253 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $90,614 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,147,294 | TotalAmt |
| Program Services | $1,147,294 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,877 | TotalAmt |
| Program Services | $99,877 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,000 | TotalAmt |
| Program Services | $71,500 | ProgramServicesAmt |
| Management And General | $16,500 | ManagementAndGeneralAmt |
| Fundraising | $22,000 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,193 | TotalAmt |
| Program Services | $131,351 | ProgramServicesAmt |
| Management And General | $42,298 | ManagementAndGeneralAmt |
| Fundraising | $96,544 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,550 | TotalAmt |
| Program Services | $30,172 | ProgramServicesAmt |
| Management And General | $8,746 | ManagementAndGeneralAmt |
| Fundraising | $17,632 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,089 | TotalAmt |
| Program Services | $14,987 | ProgramServicesAmt |
| Management And General | $4,344 | ManagementAndGeneralAmt |
| Fundraising | $8,758 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,696 | TotalAmt |
| Management And General | $4,696 | 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 | $28,029 | TotalAmt |
| Program Services | $14,901 | ProgramServicesAmt |
| Management And General | $4,087 | ManagementAndGeneralAmt |
| Fundraising | $9,041 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,319 | TotalAmt |
| Program Services | $8,285 | ProgramServicesAmt |
| Fundraising | $14,034 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,961 | TotalAmt |
| Program Services | $592 | ProgramServicesAmt |
| Management And General | $59 | ManagementAndGeneralAmt |
| Fundraising | $2,310 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,167 | TotalAmt |
| Program Services | $17,497 | ProgramServicesAmt |
| Management And General | $8,447 | ManagementAndGeneralAmt |
| Fundraising | $4,223 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,169 | TotalAmt |
| Program Services | $3,825 | ProgramServicesAmt |
| Management And General | $1,109 | ManagementAndGeneralAmt |
| Fundraising | $2,235 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,855 | TotalAmt |
| Program Services | $9,108 | ProgramServicesAmt |
| Fundraising | $11,747 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,697 | TotalAmt |
| Program Services | $14,010 | ProgramServicesAmt |
| Management And General | $6,458 | ManagementAndGeneralAmt |
| Fundraising | $3,229 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,612 | TotalAmt |
| Program Services | $4,062 | ProgramServicesAmt |
| Management And General | $1,177 | ManagementAndGeneralAmt |
| Fundraising | $2,373 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $27,648 | $20,394 | $2,673 | $4,581 |
| PAYMENTS TO AFFILIATES | $20,320 | $10,841 | $3,143 | $6,336 |
| TELEPHONE | $11,185 | $5,967 | $1,730 | $3,488 |
| IN-KIND MATERIAL EXPENSE | $5,786 | $5,786 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,242 | TotalAmt |
| Program Services | $2,053 | ProgramServicesAmt |
| Management And General | $635 | ManagementAndGeneralAmt |
| Fundraising | $554 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,938,322 | TotalAmt |
| Program Services | $1,612,502 | ProgramServicesAmt |
| Management And General | $116,735 | ManagementAndGeneralAmt |
| Fundraising | $209,085 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,460 | BOYAmt |
| EOY | $601,063 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,671 | BOYAmt |
| EOY | $88,558 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $590,105 | BOYAmt |
| EOY | $548,408 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,760 | BOYAmt |
| EOY | $6,754 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,158,613 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $720,891 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $450,616 | BOYAmt |
| EOY | $437,722 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,917,720 | BOYAmt |
| EOY | $2,036,451 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,009 | BOYAmt |
| EOY | $27,839 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,371,341 | BOYAmt |
| EOY | $3,746,795 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,670 | BOYAmt |
| EOY | $88,271 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,000 | BOYAmt |
| EOY | $1,070,001 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $86,600 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,076,670 | BOYAmt |
| EOY | $1,244,872 | 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 | $1,721,547 | BOYAmt |
| EOY | $1,863,109 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $573,124 | BOYAmt |
| EOY | $638,814 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,294,671 | BOYAmt |
| EOY | $2,501,923 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,371,341 | BOYAmt |
| EOY | $3,746,795 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $198,498 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $8,754 | 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 | $1,948,701 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,116,633 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,086,016 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,993,109 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,028,953 | CurrentTaxYearAmt |
| Total | $10,173,412 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,948,701 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,116,633 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,086,016 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,993,109 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,028,953 | CurrentTaxYearAmt |
| Total | $10,173,412 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,350 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,167,062 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $114,159 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72,138 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $118,343 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $113,814 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $90,614 | CurrentTaxYearAmt |
| Total | $509,068 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,682,480 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $26,370 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95180 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94250 | 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 | $648,497 | DepreciationAmt |
| Book Value | $231,766 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $77,850 | OtherCostOrOtherBasisAmt |
| Depreciation | $72,394 | DepreciationAmt |
| Book Value | $5,456 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $437,722 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDABLE ADVANCE - PPP | Desc |
| Amt | $86,600 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $86,600 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,188,376 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $8,754 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $46,802 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $55,556 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,132,820 | RevenueSubtotalAmt |
| Other Revenues Not Included | $4,000 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $4,000 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,136,820 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,981,124 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $46,802 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $46,802 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,934,322 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $4,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $4,000 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,938,322 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 3, PART X | 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 2020 OR 2019. NO TAX ACCRUAL FOR UNCERTAIN TAX POSITIONS WAS RECORDED AS MANAGEMENT BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS. |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | GRANT RECOVERY 4,000 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | GRANT RECOVERY 4,000 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (27 entries)
| Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| CLEVELAND RAPE CRISIS CENTER | ||||
| 510164315 | C3 | $31,300 | PROGRAMS | |
| AUBURN CAREER CENTER | ||||
| GOV | $19,341 | PROGRAM SUPPORT | ||
| BIRTHRIGHT LAKE COUNTY | ||||
| 237351568 | C3 | $14,171 | PROGRAM SUPPORT | |
| CAMP SUE OSBORN | ||||
| 341222384 | C3 | $19,300 | PROGRAM SUPPORT | |
| CATHOLIC CHARITIES CORP | ||||
| 341908579 | C3 | $24,731 | PROGRAM SUPPORT | |
| CROSSROADS | ||||
| 341458441 | C3 | $125,200 | PROGRAM SUPPORT | |
| ECUMENICAL SHELTER NETWORK OF LC | ||||
| 341769046 | C3 | $74,700 | PROGRAM SUPPORT | |
| FINE ARTS ASSOCIATION | ||||
| 340834212 | C3 | $7,350 | PROGRAM SUPPORT | |
| FORBES HOUSE | ||||
| 341291205 | C3 | $84,800 | PROGRAM SUPPORT | |
| HOSPICE OF THE WESTERN RESERVE | ||||
| 341256377 | C3 | $25,500 | PROGRAM SUPPORT | |
| KIDNEY FOUNDATION LAKE CO CHAPTER | ||||
| 340827748 | C3 | $24,650 | PROGRAM SUPPORT | |
| LAKE COUNTY COUNCIL ON AGING | ||||
| 237266637 | C3 | $68,000 | PROGRAM SUPPORT | |
| LAKE COUNTY FREE CLINIC | ||||
| 341081191 | C3 | $156,276 | PROGRAM SUPPORT | |
| LAKE-GEAUGA RECOVERY CENTER | ||||
| 341119240 | C3 | $37,569 | PROGRAM SUPPORT | |
| LAKE HEALTH DISTRICT FUND | ||||
| 341598598 | C3 | $13,140 | ALLOCATION | |
| LIFELINE INC | ||||
| 237317490 | C3 | $26,618 | PROGRAM SUPPORT | |
| MENTOR PUBLIC LIBRARY-LITERARY COOP | ||||
| 900453660 | C3 | $24,465 | FOUNDATION AWARD | CHILDRENS BOOKS |
| SALVATION ARMY CITADEL | ||||
| 135562351 | C3 | $93,400 | ALLOCATION, WU, EL | |
| SALVATION ARMY SERVICE UNITS | ||||
| 135562351 | C3 | $19,200 | PROGRAM SUPPORT | |
| STARTING POINT | ||||
| 341650004 | C3 | $21,987 | PROGRAM SUPPORT | |
| LAKE HOSPITAL FOUNDATION | ||||
| 341425872 | C3 | $14,834 | ALLOCATION | |
| TORCHLIGHT YOUTH MENTORING ALLIANCE | ||||
| 341753916 | C3 | $33,394 | PROGRAM SUPPORT | |
| WESTERN RESERVE COMMUNITY DEVELOP | ||||
| 341724876 | C3 | $23,040 | PROGRAM SUPPORT | |
| YMCA | ||||
| 340714796 | C3 | $86,631 | PROGRAM SUPPORT | |
| WICKLIFFE CITY SCHOOL DISTRICT | ||||
| GOV | $17,000 | CHILDRENS BOOKS | ||
| NAMI LAKE COUNTY | ||||
| 562412832 | C3 | $34,200 | ||
| LAKETRAN | ||||
| GOV | $10,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 37 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FOOD | GrantTypeTxt |
| Non Cash Assistance | $99,877 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | EMERGENCY ASSIS | NonCashAssistanceDesc |
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 (WU) 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 | $47,301 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | 1.62 PER POUND | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $12,190 | NoncashContributionsRptF990Amt |
| 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 2019, A TOTAL OF 48 LOCAL FOOD BANKS HAVE BENEFITED FROM UNITED WAY OF LAKE COUNTYS DISTRIBUTION OF 84,785 POUNDS OF FOOD. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 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 50+ VOLUNTEERS THAT MEET WEEKLY FOR SEVERAL MONTHS TO EVALUATE PROGRAMS, LISTEN TO AGENCY REPRESENTATIVES, THEN DECIDES WHICH PROGRAMS WILL RECEIVE FUNDING. STARTING THIS YEAR, UWLC UPDATED THEIR FUNDING MODEL AND OPENED UP THE APPLICATION PROCESS TO ALL NON-PROFITS IN LAKE COUNTY. THIS ALLOWED NEW PROGRAMS TO BE BROUGHT TO THE TABLE, EVALUATED, AND ULTIMATELY RECEIVE FUNDING IF THE VOLUNTEER PANELS RATED IT ACCORDINGLY. EVEN BEFORE THE PANDEMIC HAPPENED, UWLC WAS ALREADY MOVING TO AN ONLINE PLATFORM FOR APPLICATIONS AND EVALUATIONS, SO OUR DEDICATED VOLUNTEERS WERE ABLE TO MEET VIRTUALLY AND GO THROUGH THE ONLINE PROCESS OF EVALUATING ALL THE PROGRAMS THAT MADE IT THROUGH THE INITIAL LETTER OF INTENT (LOI) PROCESS. 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. |
| 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. IN A YEAR WHERE A PANDEMIC TOTALLY CHANGED THE LANDSCAPE OF THE WORLD, LET ALONE LAKE COUNTY, UWLC HAD TO CHANGE AND ADAPT TO ENSURE WE WERE STILL MEETING THE ARISING COMMUNITY NEEDS. OUR BIGGEST, AND MOST IMPORTANT, UNDERTAKING WAS THE CREATION OF THE LAKE COUNTY RELIEF FUND (LCRF). WE STARTED THIS IN MID-MARCH AND BY THE END OF JUNE GARNERED NEARLY 140,000 IN SUPPORT OF THIS FUND WHERE 100% OF THE FUNDS RAISED WENT RIGHT BACK INTO THE COMMUNITY TO FUND PANDEMIC-RELATED RELIEF EFFORTS. WE HAD NEW COMPANIES STEP UP TO SUPPORT THE FUND, ALONG WITH DOZENS OF RESIDENTS THAT HAD NEVER SUPPORTED UWLC BEFORE. OUR LARGEST VOLUNTEER EFFORT OF THE YEAR IS OUR DAY OF CARING IN JUNE, BUT WE KNEW WE COULDN'T GET 600+ VOLUNTEERS TOGETHER AT DOZENS OF SITES ACROSS THE COUNTY, SO WE DECIDED TO ROLL OUT A DRIVE-BY DAY OF CARING. WE HAD FOUR LOCATIONS ACROSS LAKE COUNTY WHERE PEOPLE COULD DROP OFF CARE KITS (BABY, EDUCATIONAL, HEALTH, PPE, ETC.) AND WE COLLECTED ALL OF THE DONATIONS AND DISTRIBUTED THEM TO OUR PARTNER AGENCIES. IN THE MIDST OF THE LCRF AND NEW 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 DO A 20,000 FOOD DISTRIBUTION IN MARCH THEN FOLLOWED THAT UP WITH A MONETARY CHECK DISTRIBUTION IN MAY. THIS PROCESS WILL CONTINUE INTO THE NEW YEAR WHERE WE WILL BE ABLE TO SAFELY DISTRIBUTE FOOD AND CHECKS USING THE FUNDS RAISED DURING THIS CURRENT FISCAL YEAR. WE ALSO HAVE A FEW AFFINITY GROUPS THAT WERE ABLE TO CONTINUE RUNNING ALL YEAR LONG. BELOW ARE SOME HIGHLIGHTS FROM THEM: YOUTH UNITED WAY - MADE UP OF A GROUP OF HIGH SCHOOL STUDENTS, THE YUW PROGRAM IS A REAL-LIFE EXAMPLE OF EVALUATING COMMUNITY PROGRAMS AND GRANTING FUNDS TO THE MOST CRITICALLY NEEDED AREAS. THIS YEAR, THE GROUP GRANTED THEIR 5,000 ALLOCATION TO BE USED TOWARD THE LCRF. EMERGING LEADERS - 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 RECEIVE GRANT APPLICATIONS FOR DOZENS OF PROGRAMS EACH YEAR AND HAVE TO DECIDE WHICH PROGRAMS MEET THE MOST CRITICAL NEEDS. THIS YEAR, THROUGH OUR NEW ALLOCATION MODEL, THEY GRANTED 15,000 TO THE MENTOR PUBLIC LIBRARY AND ITS DOLLY PARTON IMAGINATION LIBRARY PROGRAM. WOMEN UNITED AFFINITY GROUP - MADE UP OF A GROUP OF LAKE COUNTY WOMEN WHOSE MISSION IS TO IMPROVE THE LIVES OF WOMEN AND GIRLS IN LAKE COUNTY. THEY HOST A VARIETY OF FUNDRAISING EVENTS THROUGHOUT THE YEAR, INCLUDING A SPEAKER SERIES, MEMBERSHIP DRIVES, AND THEIR SIGNATURE EVENT HELD IN DECEMBER, WOMEN'S WINTERFEST. DOLLARS RAISED FROM WLC FUNDRAISING EFFORTS ARE ALLOCATED TO PROGRAMS THAT SUPPORT AT-RISK WOMEN AND GIRLS IN LAKE COUNTY. WOMEN UNITED ALLOCATED 51,000 TO SEVERAL PROGRAMS THROUGH THE NEW ALLOCATION MODEL, INCLUDING 10,000 TO THE LCRF. |
| 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. |
| FORM 990, PART XI, LINE 9 | GRANT RECOVERY -4,000 GRANT RECOVERY 4,000 |