2025-02-13T10:10:44-06:00 2024-03-31 410746749 CLIFTONLARSONALLEN LLP 388 SOUTH MAIN STREET SUITE 420 AKRON OH 44311 990 2023-04-01 341169257 UNITED WAY OF SUMMIT AND MEDINA UNIT 3307627601 37 NORTH HIGH STREET A AKRON OH 44308 ANNIE MCFADDEN PRESIDENT & CEO 3307627601 2025-02-08 1 1 JENNIFER COLEMAN P00743188 3303760100 2025-02-08 2023 2025-03-06 01:10:19Z ANNIE MCFADDEN 37 NORTH HIGH STREET A AKRON OH 44308 17453404 0 1 X WWW.UWSUMMIT.ORG X 1951 OH WE IMPROVE LIVES BY MOBILIZING COMMUNITY RESOURCES TO ADVANCE THE COMMON GOOD. 58 58 126 700 53600 5549 32141408 12745412 354517 379595 143620 264720 232026 114227 32871571 13503954 2971781 2950165 0 0 7507492 7873515 0 0 1208065 22405538 4415607 32884811 15239287 -13240 -1735333 18156247 16949859 3972924 4063893 14183323 12885966 X UNITED WAY OF SUMMIT & MEDINA WORKS TO TRANSFORM OUR COMMUNITY TO MAKE IT EASIER FOR PEOPLE TO GET HELP AND BUILD FULFILLING, HEALTHY LIVES. 0 0 3793883 2950165 379595 COMMUNITY IMPACT - COMMUNITY IMPACT IS THE EFFORT TO ALIGN RESOURCES AROUND COMMON STRATEGIES TO ACCOMPLISH OUR FOUR BOLD GOALS BY 2028. UWSM BRINGS TOGETHER NON-PROFIT AGENCIES, GOVERNMENT AGENCIES, TOPICAL EXPERTS, VOLUNTEERS AND FUNDERS TO PLAN AND WORK COLLABORATIVELY TOWARD ACHIEVING COMMUNITY-WIDE OBJECTIVES. AS PART OF THAT EFFORT, WE INVEST RESOURCES IN INTERNAL PROGRAMMING, NONPROFIT AGENCIES AND VOLUNTEER ACTIVITIES THAT HAVE A TRACK RECORD OF IMPROVING EDUCATION, INCOME, AND HEALTH AND REDUCING SYSTEMIC BARRIERS IN SUMMIT AND MEDINA COUNTIES WITH DATA-DRIVEN RESULTS. 2964834 0 0 HOUSING SERVICES - OUR HOUSING SERVICES DEPARTMENT SERVES AS THE FRONT DOOR FOR HOMELESS SERVICES IN SUMMIT COUNTY AND PERFORMED 1,741 HOUSING ASSESSMENTS DURING THE YEAR. UWSM DIRECTLY ASSISTED 489 HOUSEHOLDS WITH RENT OR UTILITY ASSISTANCE FOR A TOTAL OF 1,255 PAYMENTS DURING THE YEAR. UWSM ALSO ADMINISTERS THE COMMUNITY'S HOMELESS MANAGEMENT INFORMATION SYSTEM AND OVERSEES DATA COLLECTION FOR HOMELESSNESS IN THE COMMUNITY AND IS AN ACTIVE PARTICIPANT IN THE SUMMIT COUNTY CONTINUUM OF CARE WHICH WORKS TO END HOMELESSNESS IN OUR COMMUNITY. 1199828 0 0 2-1-1 - UWSM'S 2-1-1 PROGRAM CONNECTS PEOPLE IN NEED WITH SERVICES 24 HOURS A DAY, 7 DAYS A WEEK, PROVIDING REFERRALS BY PHONE AND TEXT AND THROUGH THE 2-1-1 ONLINE RESOURCE DATABASE. 2-1-1 ALSO PLAYS A KEY ROLE AS THE ENTRY POINT TO UWSM'S OTHER SERVICES, INITIATIVES, AND PROGRAMS. IN FY23, 2-1-1 CONTINUES TO PROVIDE 2-1-1 SERVICE FOR A TOTAL OF EIGHT COUNTIES (SUMMIT, MEDINA, CARROLL, HARRISON, JEFFERSON, LORAIN, PORTAGE, AND TUSCARAWAS COUNTIES). 2-1-1 HANDLED 81,820 CALLS, 1,965 TEXT AND EMAIL-BASED CONTACTS, AND 171,734 ONLINE DATABASE SEARCHES IN SUMMIT & MEDINA COUNTIES. 2-1-1 HAS TRULY BECOME THE ENTRY POINT TO SERVICES THROUGHOUT OUR COMMUNITY. 757768 0 0 CORPORATE & COMMUNITY ENGAGEMENT UWSM WORKS TO INSPIRE INDIVIDUALS, BUSINESSES AND ORGANIZATIONS TO MAKE A POSITIVE IMPACT. BY PROVIDING MEANINGFUL OPPORTUNITIES FOR GROUPS AND INDIVIDUALS TO GIVE, VOLUNTEER, ADVOCATE AND LEAD THROUGHOUT THE YEAR, UWSM BUILDS CONNECTIONS BETWEEN PEOPLE AND THE COMMUNITY IT SERVES. WITH A FOCUS ON COLLABORATION, WE UNITE DIVERSE STAKEHOLDERS TO TACKLE OUR COMMUNITY'S MOST PRESSING CHALLENGES, FOSTER INCLUSIVE SOLUTIONS, AND CREATE A STRONGER, MORE VIBRANT SUMMIT AND MEDINA COUNTIES. 85281 0 0 YOUTH UNITED - YOUTH UNITED CONNECTS YOUNG PEOPLE TO ADULTS WHO CAN PROVIDE GUIDANCE, ADVICE AND INSPIRATION TO HELP THEM ACHIEVE THEIR POTENTIAL. YOUTH UNITED WAS CREATED IN PARTNERSHIP WITH THE HV3 FOUNDATION. THE BRAINCHILD OF AKRON NATIVE PROFESSIONAL GOLFER HAROLD VARNER III, HV3 WORKS TO PROVIDE AFFORDABLE ACCESS TO YOUTH SPORTS AND MENTORSHIP. YOUTH UNITED IS A POSITIVE YOUTH DEVELOPMENT AND LEADERSHIP PROGRAM WHICH HELPS STUDENTS BUILD CONNECTIONS THROUGHOUT THE COMMUNITY. IT PUTS YOUNG PEOPLE IN TOUCH WITH TRUSTED ADULTS TRAINED SUCCESS COACHES WHO CAN PROVIDE GUIDANCE AND INSPIRATION, HELPING KIDS STAY ON TRACK FOR HIGH SCHOOL GRADUATION, PREPARE FOR COLLEGE AND/OR A CAREER AND TAKE ADVANTAGE OF EXPANDED ENRICHMENT AND PROFESSIONAL NETWORKING OPPORTUNITIES. YOUTH UNITED ADVANCES OUR BOLD GOAL 2 TO BOOST HIGH SCHOOL GRADUATION RATES, COLLEGE AND CAREER READINESS AND YOUTH PARTICIPATION IN EXTRACURRICULAR ACTIVITIES FOR AKRON PUBLIC SCHOOLS STUDENTS. 550629 0 0 IMAGINATION LIBRARY - EACH MONTH, A BRAND NEW, AGE-APPROPRIATE BOOK WILL BE MAILED TO EVERY CHILD ENROLLED, FREE OF CHARGE. WITH THE ARRIVAL OF THE FIRST BOOK, THE CLASSIC "THE LITTLE ENGINE THAT COULD," CHILDREN BEGIN TO EXPERIENCE THE JOY OF FINDING THEIR VERY OWN BOOK IN THEIR MAILBOXES. THESE MOMENTS CONTINUE EACH MONTH UNTIL THE CHILD TURNS FIVE, AND IN THEIR VERY LAST MONTH IN THE PROGRAM THE BOOK THEY RECEIVE IS "LOOK OUT KINDERGARTEN HERE I COME." 120730 0 0 COLLEGE & CAREER ACADEMY OF AKRON - UWSM WORKS IN PARTNERSHIP WITH AKRON PUBLIC SCHOOLS' COLLEGE AND CAREER ACADEMIES, SECURING PARTNERSHIPS WITH LOCAL BUSINESSES, GOVERNMENT, AND OTHER COMMUNITY ORGANIZATIONS TO PROVIDE RELEVANT, EXPERIENTIAL LEARNING AND RESOURCES FOR STUDENTS. ALL CORE ACADEMIC COURSES ARE TAUGHT THROUGH THE LENS OF STUDENTS' INTEREST AREAS, THEREBY DEVELOPING ESSENTIAL COMMUNICATION, COLLABORATION, CREATIVITY, CRITICAL THINKING, AND TECHNICAL SKILLS. TOGETHER, OUR GOAL IS TO GRADUATE ACADEMICALLY PREPARED, WELL-ROUNDED STUDENTS WITH A SKILL SET THAT MEETS THE TALENT NEEDS OF OUR COMMUNITY'S EMPLOYERS. SINCE THE LAUNCH OF THE CCA MODEL IN 2018, 268 UNIQUE COMMUNITY PARTNERSHIPS HAVE BEEN FORMED AS DIRECT TIES BETWEEN AKRON STUDENTS AND THE GREATER AKRON BUSINESS COMMUNITY. THE 4-YEAR GRADUATION RATE FOR STUDENTS HAS ALSO RISEN 7.9% TO 87.7%, THE HIGHEST GRADUATION RATE FOR AN URBAN SCHOOL DISTRICT IN THE STATE OF OHIO. 681239 0 0 FINANCIAL EMPOWERMENT CENTER - THE AKRON FINANCIAL EMPOWERMENT CENTER (FEC) IS A PROGRAM OF THE CITY OF AKRON IN PARTNERSHIP WITH UNITED WAY OF SUMMIT & MEDINA (UWSM). THE FEC PROVIDES PROFESSIONAL, ONE-ON-ONE FINANCIAL COUNSELING AS A FREE PUBLIC SERVICE TO ENABLE RESIDENTS TO ADDRESS THEIR FINANCIAL CHALLENGES AND NEEDS AS WELL AS PLAN FOR THEIR FUTURES. FEC CLIENTS RECEIVE FREE ASSISTANCE WITH MONEY MANAGEMENT, BUDGETING, REDUCING DEBT, ESTABLISHING AND IMPROVING CREDIT, CONNECTING TO SAFE AND AFFORDABLE BANKING SERVICES, BUILDING SAVINGS, AND REFERRALS TO OTHER SERVICES AND ORGANIZATIONS. PROFESSIONALLY TRAINED AND NACCC CERTIFIED COUNSELORS SUPPORT THEIR CLIENTS IN NAVIGATING COMPLEX FINANCIAL CHALLENGES AND CHOICES, HELPING THEM IDENTIFY AND MEET PRESENT CHALLENGES AND FUTURE AMBITIONS. BANK ON RUBBER CITY, ANOTHER FEC PROGRAM, PARTNERS WITH BANKS AND CREDIT UNIONS TO PROVIDE SAFE AND AFFORDABLE BANKING OPTIONS AND EDUCATIONAL RESOURCES THAT HELP EMPOWER PEOPLE AND FAMILIES TO IMPROVE THEIR FINANCIAL CAPABILITY, HEALTH AND INDEPENDENCE. SINCE THE LAUNCH OF THE FEC IN JUNE OF 2018 WE HAVE PROVIDED OVER 11,776 ONE ON ONE FINANCIAL COUNSELING SESSIONS, WHICH EQUATES TO APPROXIMATELY 4,828 INDIVIDUALS ARE ON THE PATH TO FINANCIAL EMPOWERMENT. IN ADDITION, THROUGH OUR FEC WORK, UWSM OPERATES THE IRS TAX PROGRAM KNOWN AS VOLUNTEER INCOME TAX ASSISTANCE OR VITA. LAST YEAR, UWSM VITA VOLUNTEERS SUBMITTED APPROXIMATELY 2,453 TAX RETURNS, RESULTING IN $3.3M COMING BACK DIRECTLY TO OUR COMMUNITY THROUGH FEDERAL & STATE REFUNDS, AND PROVIDED $613,250 OF TAX PREPARATION SAVINGS TO OUR CLIENTS. 529325 0 0 DIVERSITY, EQUITY & INCLUSION (DEI) - UWSM FIRMLY BELIEVES THAT WE CANNOT BUILD A BETTER FUTURE FOR OUR COMMUNITY UNLESS WE BUILD IT TOGETHER. OUR DE&I PROGRAMMING OFFERS ROUTINE TRAINING AND DEVELOPMENT WORKSHOPS FOR STAFF MEMBERS AND EXTERNAL STAKEHOLDERS ACROSS THE SUMMIT & MEDINA COMMUNITY. DIVERSITY TRAINING SESSIONS ARE OFFERED MONTHLY TO UWSM STAFF TO FURTHER ENGAGE IN VARIOUS TOPICS OF DIVERSITY, EQUITY, AND INCLUSION TO INCREASE AWARENESS AND OPPORTUNITIES FOR DIVERSITY IN AND OUTSIDE OF THE WORKPLACE, AND PROVIDE STRATEGIES AND TACTICS TO IMPROVE COMMUNICATION, COLLABORATION, AND EMPATHY TO CLIENTS, VISITORS, AND COLLEAGUES. WORKSHOP OFFERINGS TO EXTERNAL STAKEHOLDERS AND COMMUNITY PARTNERS INCLUDE BRIDGES SUMMIT COUNTY, IMPLICIT BIAS, FOUNDATIONS OF DE&I, AND A NEWLY DEVELOPED WORKSHOP AROUND GENERATIONAL DIVERSITY. THIS YEAR, 1110 COMMUNITY MEMBERS HAVE ENGAGED IN OUR 30 EXTERNAL OFFERINGS. THE ORGANIZATION ALSO SECURED CONTRACT AGREEMENTS WITH SEVERAL LOCAL AGENCIES TO RECEIVE ONGOING DE&I TRAINING AND SERVICES THROUGHOUT THE ANNUAL PERIOD. OUR DE&I PROGRAMMING CONTINUES TO BUILD SCOPE OF ENGAGING COMMUNITY VOICE AND FEEDBACK TO FURTHER INFORM THE ORGANIZATION IN ITS SHAPING OF COMMUNITY IMPACT AGENDAS, PROGRAMS, AND SERVICES. THROUGH THIS EFFORT, THE DEVELOPMENT OF A COMMUNITY OUTREACH STRATEGIC PLAN HAS BEEN FORMED TO EXPAND NONFUNDED PARTNERSHIP WITH GRASSROOT AND NEIGHBORHOOD-CENTRIC LEADERS AND ORGANIZATIONS OF THE FAITH COMMUNITY, YOUTH AND NEWCOMING POPULATIONS ACROSS SUMMIT & MEDINA COUNTIES. FURTHERMORE, UWSM HAS RECENTLY CREATED A COLLECTIVE IMPACT AND DE&I COMMITTEE COMPRISED OF BOARD, STAFF, AND COMMUNITY MEMBERS THAT PROVIDES ADVISORY SUPPORT FOR ORGANIZATIONAL COMMUNITY IMPACT AND DE&I INITIATIVES TO FURTHER INFUSE EQUITY INTO BOTH SMALL AND LARGE-SCALE ORGANIZATIONAL OPERATIONS AND STRATEGY TO SUPPORT THE EXECUTING OF UWSM'S MISSION AND VISION FOR OUR COMMUNITY. 535173 0 0 FAMILY RESOURCE CENTERS (FRC) - THE FRCS PROVIDE AND SUPPORT COORDINATED PROGRAMS/SERVICES FOR STUDENTS AND FAMILIES THAT REDUCE BARRIERS TO LEARNING WHILE PROMOTING FAMILY ENGAGEMENT AND SUPPORT, STUDENT READING PROFICIENCY, ATTENDANCE AND GRADUATION RATES. IN FY20, UWSM, IN PARTNERSHIP WITH AKRON PUBLIC SCHOOLS (APS), LAUNCHED FAMILY RESOURCE CENTERS IN ROBINSON AND HELEN ARNOLD COMMUNITY LEARNING CENTERS. SINCE THEN, THREE MORE FRCS HAVE BEEN OPENED IN OTHER CLUSTERS WITHIN THE APS SCHOOL DISTRICT, INCLUDING THE FIRST HIGH SCHOOL AT NORTH COMMUNITY LEARNING CENTER, FOR A TOTAL OF FIVE FRC LOCATIONS. WITH A FOCUS ON FOOD AND SHELTER ASSISTANCE, HEALTH AND WELLNESS PROGRAMS, FINANCIAL COACHING AND TAX SUPPORT, PARENT LEADERSHIP OPPORTUNITIES AND OTHER WRAPAROUND SUPPORTS, EACH FRC STRIVES TO ADDRESS THE KEY NEEDS IN THE DIRECT COMMUNITY IT SERVES, RESULTING IN MORE APS STUDENTS IN SAFE, SUPPORTED AND THRIVING FAMILY ENVIRONMENTS. 3260145 0 0 11218690 1 1 0 0 0 0 0 0 1 1 1 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 536 0 126 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 58 58 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X X THE ORGANIZATION 3307627601 37 NORTH HIGH STREET SUITE A AKRON OH 44308 BRADLEY A WRIGHT BOARD CHAIR 6.00 X X 0 0 0 JAMES BUTLER BOARD VICE CHAIR 4.00 X X 0 0 0 KENDRA C PHILON TREASURER 2.00 X X 0 0 0 ALISON BREAUX SECRETARY 2.00 X X 0 0 0 MICHELE CERMINARO IMMEDIATE PAST CHAIR 4.00 X X 0 0 0 JAMES MULLEN PRESIDENT & CEO 45.00 X X 266750 0 37221 ELIZABETH Z BARTZ TRUSTEE 1.00 X 0 0 0 GIA BELL TRUSTEE 1.00 X 0 0 0 ELIZABETH BLYSTONE TRUSTEE 1.00 X 0 0 0 NICHOLAS BUZZELLI TRUSTEE 1.00 X 0 0 0 PAUL N CATANIA TRUSTEE 1.00 X 0 0 0 MORIAH CHEATHAM WILLIAMS TRUSTEE 1.00 X 0 0 0 STEVE DIMENGO TRUSTEE 1.00 X 0 0 0 MARC DIVIS TRUSTEE 1.00 X 0 0 0 JASON DODSON TRUSTEE 1.00 X 0 0 0 DR HANS R DORFI TRUSTEE 1.00 X 0 0 0 TRACY DOWE TRUSTEE 1.00 X 0 0 0 LAURA DUDA TRUSTEE 1.00 X 0 0 0 CHRIS GESSNER TRUSTEE 1.00 X 0 0 0 STUART GLAUBERMAN TRUSTEE 1.00 X 0 0 0 DANIEL K GLESSNER TRUSTEE 1.00 X 0 0 0 FRANK R GRAZIANO TRUSTEE 1.00 X 0 0 0 DAVE GRIFFING TRUSTEE 1.00 X 0 0 0 JANI GROZA TRUSTEE 1.00 X 0 0 0 BISHOP SAMUEL HAMPTON II TRUSTEE 1.00 X 0 0 0 JAMES HILL TRUSTEE 1.00 X 0 0 0 IRIEL HOPKINS MSW LSW TRUSTEE 1.00 X 0 0 0 JOHN HOOKER TRUSTEE 1.00 X 0 0 0 JESSE W HURST TRUSTEE 1.00 X 0 0 0 DAVID W JAMES ED D TRUSTEE 1.00 X 0 0 0 MARK C JUVE TRUSTEE 1.00 X 0 0 0 SPENCER KOWAL TRUSTEE 1.00 X 0 0 0 DOUGLAS KRAFT TRUSTEE 1.00 X 0 0 0 KYLE KUTUCHIEF TRUSTEE 1.00 X 0 0 0 W GLENN LEPPO TRUSTEE 1.00 X 0 0 0 ANDY LITTLE TRUSTEE 1.00 X 0 0 0 WILLIAM LOWERY II TRUSTEE 1.00 X 0 0 0 MAYOR SHAMMAS MALIK TRUSTEE 1.00 X 0 0 0 HOWARD MELNICK TRUSTEE 1.00 X 0 0 0 JAMES E MERKLIN TRUSTEE 1.00 X 0 0 0 DR GARY MILLER TRUSTEE 1.00 X 0 0 0 STEVEN MUTERSBAUGH TRUSTEE 1.00 X 0 0 0 BRANDYN NEAL TRUSTEE 1.00 X 0 0 0 FEDEARIA NICHOLSON-SWEVAL TRUSTEE 1.00 X 0 0 0 PATRICK O'NEILL TRUSTEE 1.00 X 0 0 0 MIKE PARNELL TRUSTEE 1.00 X 0 0 0 RONALD PAYDO TRUSTEE 1.00 X 0 0 0 LUCIA PILEGGI TRUSTEE 1.00 X 0 0 0 BRYNN ALLIO POPA TRUSTEE 1.00 X 0 0 0 ALICIA ROBINSON TRUSTEE 1.00 X 0 0 0 JIM RUHLIN TRUSTEE 1.00 X 0 0 0 ILENE SHAPIRO TRUSTEE 1.00 X 0 0 0 AARON SWARTZ TRUSTEE 1.00 X 0 0 0 KIRSTIN TOTH TRUSTEE 1.00 X 0 0 0 NYREE WILKERSON TRUSTEE 1.00 X 0 0 0 STEVE WILT TRUSTEE 1.00 X 0 0 0 ANGIE WELLS TRUSTEE 1.00 X 0 0 0 BARB WHIDDON TRUSTEE 1.00 X 0 0 0 ANNIE MCFADDEN CHIEF OF STAFF, IMPACT & COMM. 45.00 X 157928 0 37972 CATHRYN O'MALLEY CHIEF OPERATING OFFICER 45.00 X 152433 0 36246 BRADLEY VIRGIN CHIEF FINANCIAL OFFICER 45.00 X 152966 0 23947 KERRI STEPHEN CHIEF DEVELOPMENT OFFICER 45.00 X 128689 0 23265 ANDRE CAMPBELL CHIEF DIVERSITY OFFICER 45.00 X 137366 0 19228 JASON DAVIS VP, IT & BUILDING OPS. 40.00 X 106469 0 39250 MALORIE KORMOS AVP, MAJOR GIFTS & STRAT. ENG. 40.00 X 120810 0 17023 1223411 0 234152 8 0 1 0 0 8282310 3882409 580693 221152 12745412 PROGRAM REVENUE 900099 379595 379595 379595 239025 239025 116455 62855 53600 53600 53600 3912290 3886595 25695 25695 25695 MISCELLANEOUS REVENUE 900099 60627 60627 60627 13503954 379595 53600 325347 2950165 2950165 1235857 555337 472961 207559 5117147 3220006 1336568 560573 112549 73272 27509 11768 957429 601206 248586 107637 450533 270020 126656 53857 13717 13717 65082 65082 46754 46754 282223 216373 22693 43157 86070 51585 24196 10289 189213 113402 53192 22619 314747 198933 72692 43122 308652 199898 68883 39871 24436 14645 6870 2921 187062 112113 52588 22361 95769 57398 26923 11448 138411 82954 38911 16546 190987 131541 33210 26236 58843 39985 10883 7975 INTERNAL PROGRAM COSTS 1944262 1944262 ENGAGEMENT AND EVENTS 284691 284691 DUES AND SUBSCRIPTIONS 75866 45469 21328 9069 ALL OTHER EXPENSES 55336 23379 27294 4663 53486 32056 15036 6394 15239287 11218690 2812532 1208065 3187731 990361 60287 42325 5044286 4603209 63749 507118 211712 249525 170683 174018 6052001 1009825 3809898 5042176 3472762 2940965 2135139 2400162 18156247 16949859 1558452 1634066 299548 346227 101954 108797 1965768 1801556 47202 173247 3972924 4063893 X 11475893 10109521 2707430 2776445 14183323 12885966 18156247 16949859 X -1735333 416264 21712 X X 0 1 X 1 1 1 X 13635796 22136489 39928067 32141408 12745412 120587172 13635796 22136489 39928067 32141408 12745412 120587172 1194068 119393104 116670 123623 172823 144593 239025 796734 5833 16880 53126 53600 129439 29597 970180 178900 60627 1239304 122752649 3018276 0.97260 0.97730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1396564 157243 49136 1504671 1521872 -66653 58655 1396564 1538946 17630 34704 1521872 1245491 430354 136899 1538946 1408173 -114922 47760 1245491 0.00000 0.28000 0.72000 1 0 588415 588415 2964539 614657 2349882 2499047 395168 2103879 5042176 BOARD HELD INVESTMENTS 1894026 F KEYBANK - MEDINA RESERVE FUND 1046939 C 2940965 SPLIT INTEREST AGREEMENT 638400 OTHER ASSETS 90010 INVESTMENTS HELD AS ENDOWMENT FUNDS 1504670 RIGHT-OF-USE ASSETS 167082 2400162 POSTRETIREMENT BENEFITS (NOT PENSION) 6165 OPERATING LEASE LIABILITY 167082 173247 13941705 416264 21712 437976 13503729 46754 -46529 225 13503954 15239062 46529 46529 15192533 46754 46754 15239287 PART IV, LINE 2B: THE ORGANIZATION IS THE CUSTODIAN OF FUNDS AND FINANCIAL MANAGER FOR SEVERAL ORGANIZATIONS. SINCE THESE FUNDS DO NOT BELONG TO THE ORGANIZATION, THE INCOME AND EXPENSE TRANSACTIONS THAT RELATE TO THESE ACCOUNTS ARE NOT INCLUDED IN THE STATEMENT OF ACTIVITIES. ADDITIONALLY, AN EQUAL AND OFFSETTING LIABILITY IS MAINTAINED TO REMOVE THE VALUE OF THESE ASSETS FROM THE NET ASSETS OF THE ORGANIZATION. PART V, LINE 4: THE ENDOWMENT FUNDS PRINCIPAL MUST BE LEFT IN THE ENDOWMENT. HOWEVER, 4% OF THE EARNINGS CAN BE USED FOR UNITED WAY OF SUMMIT AND MEDINA OPERATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 21,712. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -62,855. BAD DEBT EXPENSE 16,326. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 62,855. BAD DEBT EXPENSE -16,326. 1 ACCESS INC 230 WEST MARKET STREET AKRON OH 44303 341395246 501(C)(3) 70000 0 BASIC NEEDS ACE MENTOR PROGRAM OF AMERICA INC 175 MONTROSE WEST AVENUE SUITE 400 AKRON OH 44321 320545893 501(C)(3) 20000 0 YOUTH SUCCESS AKRON AREA YMCA 50 S MAIN ST LL 100 AKRON OH 44308 340714727 501(C)(3) 90000 0 READY FOR SUCCESS AKRON INNER CITY SOCCER CLUB 3117 DOWLING DRIVE FAIRLAWN OH 44333 341875816 501(C)(3) 40000 0 YOUTH SUCCESS AKRON INTERFAITH IMMIGRATION ADVOCATES PO BOX 13036 FAIRLAWN OH 44334 822426379 501(C)(3) 7500 0 READY FOR SUCCESS, YOUTH SUCCESS, FINANCIAL EMPOWERMENT, BASIC NEEDS, MENTAL HEALTH AKRON URBAN LEAGUE 440 VERNON ODOM BLVD AKRON OH 44307 340714520 501(C)(3) 145000 0 COMMUNITY IMPACT ALCHEMY INC PO BOX 4041 COPLEY OH 44321 061653765 501(C)(3) 40000 0 YOUTH SUCCESS ASIAN SERVICES IN ACTION (ASIA INC) 370 EAST MARKET STREET AKRON OH 44304 341798850 501(C)(3) 50000 0 READY FOR SUCCESS, YOUTH SUCCESS, FINANCIAL EMPOWERMENT, BASIC NEEDS, MENTAL HEALTH BATTERED WOMEN'S SHELTER 974 E MARKET ST AKRON OH 44305 341249342 501(C)(3) 100000 0 BASIC NEEDS, MENTAL HEALTH BUILDING FOR TOMORROW 100 WEST CEDAR STREET AKRON OH 44307 274254089 501(C)(3) 125000 0 READY FOR SUCCESS, HEALTH EQUITY, BASIC NEEDS CATHOLIC CHARITIES CORPORATION 7911 DETROIT AVENUE CLEVELAND OH 44102 341318541 501(C)(3) 75000 0 BASIC NEEDS CHILD GUIDANCE AND FAMILY SOLUTIONS 18 NORTH FORGE STREET AKRON OH 44304 340726083 501(C)(3) 150000 0 READY FOR SUCCESS COMMUNITY LEGAL AID SERVICES INC 50 S MAIN ST 800 AKRON OH 44308 340753560 501(C)(3) 50000 0 READY FOR SUCCESS, YOUTH SUCCESS CONXUSNEO 388 S MAIN ST 205 AKRON OH 44311 342019627 501(C)(3) 75000 0 COMMUNITY IMPACT EARLY CHILDHOOD RESOURCE CENTER 2475 E 22ND ST CLEVELAND OH 44115 340714462 501(C)(3) 50000 0 READY FOR SUCCESS FAMILY PROMISE OF SUMMIT COUNTY INC 1040 E TALLMADGE AVE AKRON OH 44310 753101718 501(C)(3) 30000 0 BASIC NEEDS FEEDING MEDINA COUNTY 650 W SMITH RD C-8 MEDINA OH 44259 454049528 501(C)(3) 55000 0 MEDINA COUNTY FIRST TEE - GREATER AKRON 2000 S HAWKINS AVE AKRON OH 44314 341886744 501(C)(3) 20000 0 YOUTH SUCCESS GREATER AKRON CHAMBER 388 S MAIN ST 205 AKRON OH 44311 341156576 501(C)(6) 25000 0 COMMUNITY IMPACT GREENLEAF FAMILY CENTER 580 GRANT ST AKRON OH 44311 340714398 501(C)(3) 100000 0 HEALTH EQUITY, MENTAL HEALTH HABITAT FOR HUMANITY OF MEDINA COUNTY 233 LAFAYETTE RD MEDINA OH 44256 341658090 501(C)(3) 20000 0 MEDINA COUNTY HEART TO HEART LEADERSHIP INC 37 N HIGH ST APT B AKRON OH 44308 341630357 501(C)(3) 75000 0 COMMUNITY IMPACT LEADERSHIP AKRON 37 N HIGH STREET C AKRON OH 44308 311655877 501(C)(3) 40000 0 COMMUNITY IMPACT LOVE AKRON INC PO BOX 2971 AKRON OH 44309 208035010 501(C)(3) 35000 0 COMMUNITY IMPACT MINORITY BEHAVIORAL HEALTH GROUP 1293 COPLEY RD AKRON OH 44320 341965936 501(C)(3) 50000 0 HEALTH EQUITY, MENTAL HEALTH NATIONAL INVENTORS HALL OF FAME INC 3701 HIGHLAND PARK NW NORTH CANTON OH 44720 341580038 501(C)(3) 145000 0 READY FOR SUCCESS OHIOGUIDESTONE 343 WEST BAGLEY ROAD 4TH FLOOR BEREA OH 44017 340720558 501(C)(3) 60000 0 MEDINA COUNTY OPEN M FOUNDATION 941 PRINCETON STREET AKRON OH 44311 030605432 501(C)(3) 20000 0 BASIC NEEDS OUT OF SCHOOL TIME ALLIANCE 277 E MILL ST AKRON OH 44308 501(C)(3) 100000 0 COMMUNITY IMPACT PROGRESSIVE ALLIANCE CDC 608 CECIL ST DURHAM NC 27707 462081688 501(C)(3) 50000 0 FINANCIAL EMPOWERMENT PROJECT GRAD AKRON 10 NORTH MAIN STREET SUITE 503 AKRON OH 44308 161639511 501(C)(3) 100000 0 YOUTH SUCCESS, FINANCIAL EMPOWERMENT, MENTAL HEALTH PROJECT UJIMA INC 1015 S HAWKINS AVE AKRON OH 44320 813065852 501(C)(3) 86000 0 HEALTH EQUITY, MENTAL HEALTH RED OAK BEHAVIORAL HEALTH 611 W MARKET ST AKRON OH 44303 341282145 501(C)(3) 75000 0 MENTAL HEALTH STEWART'S CARING PLACE INC 3501 RIDGE PARK DR FAIRLAWN OH 44333 200181338 501(C)(3) 20000 0 BASIC NEEDS/ MENTAL HEALTH SUMMIT EDUCATION INITIATIVE 120 EAST MILL ST 303 AKRON OH 44308 341843220 501(C)(3) 225000 0 COMMUNITY IMPACT THE SALVATION ARMY SUMMIT COUNTY 190 SOUTH MAPLE STREET AKRON OH 44302 135562351 501(C)(3) 40000 0 BASIC NEEDS THE UNIVERSITY OF AKRON OLIN HALL 180 S COLLEGE AKRON OH 44304 346565993 501(C)(3) 25000 0 HEALTH EQUITY THE WELL COMMUNITY DEVELOPMENT CORPORATION 647 E MARKET STREET AKRON OH 44304 812680851 501(C)(3) 140000 0 READY FOR SUCCESS, YOUTH SUCCESS, FINANCIAL EMPOWERMENT, BASIC NEEDS TRI-COUNTY JOBS FOR OHIO'S GRADUATES 1333 HOME AVE AKRON OH 44310 311204720 501(C)(3) 100000 0 YOUTH SUCCESS, MEDINA COUNTY URBAN VISION 749 BLAINE AVE AKRON OH 44310 341720630 501(C)(3) 75000 0 READY FOR SUCCESS, YOUTH SUCCESS 39 1 PART I, LINE 2: FOR ANNUAL ALLOCATIONS TO FUNDED AGENCIES, EACH FUNDING REQUEST INCLUDES A DETAILED BUDGET OF HOW THE AWARDED DOLLARS WILL BE SPENT IN TERMS OF LINE ITEMS (SALARIES, RENT, ETC), WHAT OUTCOMES WILL BE GENERATED AND HOW MANY INDIVIDUALS OR FAMILIES WILL BE SERVED. AT THE END OF EACH YEAR, WHEN REQUESTING FUNDING FOR THE COMING YEAR, THE REQUESTING AGENCY MUST REPORT ACTUAL RESULTS OF OUTCOMES AND NUMBER OF BENEFICIARIES SERVED AGAINST THE ORIGINAL EXPECTATIONS. IF OUTCOMES/NUMBERS SERVED ARE IN LINE OR IF SIGNIFICANT VARIANCES REASONABLY EXPLAINED, THE ASSUMPTION IS THAT THEY USED THE FUNDS APPROPRIATELY. IN ADDITION, DETAILED INTERVIEWS WERE HELD WITH ALL FUNDED AGENCY EXECUTIVES TO DISCUSS DETAILS OF FUNDED PROGRAMS AS WELL AS OVERALL FINANCIAL STABILITY OF THE AGENCY. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 JAMES MULLEN PRESIDENT & CEO 266750 0 0 0 0 0 1243 0 35978 0 303971 0 0 0 ANNIE MCFADDEN CHIEF OF STAFF, IMPACT & COMM. 157928 0 0 0 0 0 576 0 37396 0 195900 0 0 0 CATHRYN O'MALLEY CHIEF OPERATING OFFICER 152433 0 0 0 0 0 7604 0 28642 0 188679 0 0 0 BRADLEY VIRGIN CHIEF FINANCIAL OFFICER 152966 0 0 0 0 0 1094 0 22853 0 176913 0 0 0 ANDRE CAMPBELL CHIEF DIVERSITY OFFICER 137366 0 0 0 0 0 4890 0 14338 0 156594 0 0 0 KERRI STEPHEN CHIEF DEVELOPMENT OFFICER 128689 0 0 0 0 0 3985 0 19280 0 151954 0 0 0 PART I, LINE 1A UNITED WAY PAYS COUNTRY CLUB DUES ON BEHALF OF JIM MULLEN. X 12 141788 ACTUAL VALUE X 9 22850 FMV X SCHOOL SUPPLIES 2 55000 FMV X CLOTHING AND HOUSEHOLD ITEMS 1 1000 FMV X PARKING 1 513 FMV 0 0 0 PART I, COLUMN (B): UNITED WAY RECEIVED 12 SEPARATE DONATIONS OF STOCK THROUGH OUT THE FISCAL YEAR FOOD INVENTORY CATERING DONATIONS. MEDINA AND SUMMIT COMMUNITIES EACH DONATED SCHOOL SUPPLIES SEPARATELY PARKING DONATED FOR KNIGHT AT THE CIVIC HOUSEHOLD ITEMS CUPS DONATED FOR BEERFEST FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF UNITED WAY SHALL BE THOSE PERSONS WHO ARE CURRENTLY A CAMPAIGN OR SPECIAL GIFT DONOR OR WHO HAVE ADVISED UNITED WAY THAT SUCH PERSON IS A PLANNED GIVING DONOR. MEMBERS ARE RESPONSIBLE FOR THE ELECTION OF THE BOARD OF TRUSTEES AT THE ANNUAL MEETING AS PER THE BYLAWS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF UNITED WAY SHALL BE THE ELECTED DIRECTORS OF OUR BOARD. THESE DIRECTORS ARE NOMINATED AND ELECTED BY THE CURRENT BOARD OF DIRECTORS EACH YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY THE CFO AND INDEPENDENT ACCOUNTING FIRM. ONCE PREPARED, THE DRAFT IS REVIEWED BY THE FINANCE COMMITTEE, UPDATED FOR ANY CHANGES, AND THEN DISTRIBUTED ELECTRONICALLY TO ALL BOARD MEMBERS FOR COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THROUGH OUR NOMINATION CHAIR, BOARD MEMBERS ARE CHECKED TO ENSURE THAT CONFLICT OF INTERESTS ARE NOT ENTERED INTO. WHEN VOTING REQUIREMENTS ARISE, THOSE MEMBERS WHO HAVE A RELATIONSHIP WITH BOTH UWSM AND THE PARTIES BEING DISCUSSED, THAT BOARD MEMBER ABSTAINS FROM BOTH DISCUSSION AND VOTING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED BY OUR ORGANIZATIONAL DEVELOPMENT COMMITTEE AND IS BASED ON WHAT OTHER SIMILAR SIZE COMMUNITIES HAVE ESTABLISHED AS RANGES FOR THESE POSITIONS, LOCAL ECONOMIC FACTORS, COMPARABLE LOCAL NON-PROFIT CEO SALARIES, YEARS OF EXPERIENCE, AND OF COURSE PERFORMANCE. THE CEO SALARY IS ALSO APPROVED BY THE UNITED WAY BOARD OF DIRECTORS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. HARD COPIES ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST A 21,712. FORM 990, PART XII, LINE 2C THE ORGANIZATION CHANGED NEITHER ITS SELECTION PROCESS NOR ITS OVERSIGHT PROCESS SINCE THE LAST FORM 990 WAS FILED.