UNITED WAY OF UNION COUNTY INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF UNION COUNTY INC (EIN 31-0682004)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-15
- IRS object ID
- 201501969349300025
- Schema version
- 2014v5.0
- 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 | 2015-07-15T10:32:09-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311337892 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONRAD LEIBOLD WOERNER & CO CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 W SIXTH STREET | AddressLine1Txt |
| City | MARYSVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310682004 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Way of Union County Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 9376448381 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 145 | AddressLine1Txt |
| City | Marysville | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43040 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Shari Marsh | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 9376448381 | PhoneNum |
| Signature | 2015-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN R WOERNER | PreparerPersonNm |
| PTIN | P00077124 | PTIN |
| Phone | 9376421972 | PhoneNum |
| Preparation | 2015-07-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Shari Marsh | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 145 | AddressLine1Txt |
| City | Marysville | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $920,377 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | unitedwayofunioncounty.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | Funding charitable groups in Union County | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 450 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $916,174 | PYContributionsGrantsAmt |
| CY Contributions Grants | $918,664 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,298 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,713 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $917,472 | PYTotalRevenueAmt |
| CY Total Revenue | $920,377 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $615,849 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $606,743 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $171,542 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $203,279 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $138,624 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $92,376 | PYOtherExpensesAmt |
| CY Other Expenses | $107,465 | CYOtherExpensesAmt |
| PY Total Expenses | $879,767 | PYTotalExpensesAmt |
| CY Total Expenses | $917,487 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $37,705 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,890 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,047,309 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,090,856 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $160,660 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $199,699 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $886,649 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $891,157 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of the United Way of Union County is to bring neighbors and resources together to improve lives. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $696,432 | ExpenseAmt |
| Grant | $581,668 | GrantAmt |
| Desc | United Way of Union County utilizes a volunteer-driven process to invest resources in programs and services which make a difference in several different ways and impact thousands of lives in Union County, Ohio. By using the Community's expertise and resouces, we competently and efficiently reach people in immediate need and provide programs for a wide variety of services. Our efforts are focused on four broad areas of impact: Emergency and Basic Needs, Health and Human Services, Youth Services and Senior Services. All programs must meet eligibility requirements to obtain United Way Support. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $18,607 | ExpenseAmt |
| Grant | $15,625 | GrantAmt |
| Desc | United Way of Union County collaborates with a number of different community partners to look at the needs of the community,particularly the unmet needs. We are active participants with the Housing Coalition of Union County, Early Childhood Care and Education Committee, Council for Union County Families, Prevention Advisory Community, Union County Senior Services Advisory Committee and the Union County Chamber of Commerce. These collaborations help the United Way stay in touch with multiple entities and up-to-date with issues facing Union County. We are also able to provide grants to some new initiatives and conduct an annual Community Care Day to further impact programs and lives in Union County. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,263 | ExpenseAmt |
| Grant | $9,450 | GrantAmt |
| Desc | United Way of Union County allows donors to designate gifts to other United Ways, our member agencies and their partner programs. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $726,302 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | 0 | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 0 | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4 | 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 | 0 | QuidProQuoContributionsInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | 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 | 0 | LocalChaptersInd |
| 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 |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shari Marsh | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9373030256 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 145 | AddressLine1Txt |
| City | Marysville | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Sylvia Minshall-Dyer | ||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Donnie Parrott | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mary Ann Conley | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Don Piche | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Chuck Sattler | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Kara Brown | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dave Gleason | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jim McFarlane | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Tony Eufinger | ||||||
| trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ken Yunker | ||||||
| President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Luanne Beckstedt | ||||||
| trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Sherri Coleman | ||||||
| Assistant Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Jamie Patton | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mike Rose | ||||||
| Vice President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| David Drummond | ||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Bruce Bullerman | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Scott Failor | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ben Vollrath | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Marty Shroyer | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Joel Wolf | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Luke Braun | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Doug Hoy | ||||||
| trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $918,664 | AllOtherContributionsAmt |
| Noncash Contributions | $3,103 | NoncashContributionsAmt |
| Total Contributions | $918,664 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,713 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,713 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $920,377 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,713 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $606,743 | TotalAmt |
| Program Services | $606,743 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,741 | TotalAmt |
| Program Services | $26,549 | ProgramServicesAmt |
| Management And General | $11,730 | ManagementAndGeneralAmt |
| Fundraising | $23,462 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,040 | TotalAmt |
| Program Services | $38,717 | ProgramServicesAmt |
| Management And General | $17,108 | ManagementAndGeneralAmt |
| Fundraising | $34,215 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,330 | TotalAmt |
| Program Services | $3,152 | ProgramServicesAmt |
| Management And General | $1,393 | ManagementAndGeneralAmt |
| Fundraising | $2,785 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,349 | TotalAmt |
| Program Services | $13,910 | ProgramServicesAmt |
| Management And General | $6,146 | ManagementAndGeneralAmt |
| Fundraising | $12,293 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,819 | TotalAmt |
| Program Services | $5,082 | ProgramServicesAmt |
| Management And General | $2,246 | ManagementAndGeneralAmt |
| Fundraising | $4,491 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,498 | TotalAmt |
| Program Services | $5,074 | ProgramServicesAmt |
| Management And General | $3,190 | ManagementAndGeneralAmt |
| Fundraising | $6,234 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,808 | TotalAmt |
| Program Services | $5,668 | ProgramServicesAmt |
| Fundraising | $6,140 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,471 | TotalAmt |
| Program Services | $4,015 | ProgramServicesAmt |
| Management And General | $2,524 | ManagementAndGeneralAmt |
| Fundraising | $4,932 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $544 | TotalAmt |
| Program Services | $190 | ProgramServicesAmt |
| Management And General | $120 | ManagementAndGeneralAmt |
| Fundraising | $234 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,513 | TotalAmt |
| Management And General | $1,513 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,557 | TotalAmt |
| Program Services | $895 | ProgramServicesAmt |
| Management And General | $562 | ManagementAndGeneralAmt |
| Fundraising | $1,100 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| Campaign | $30,951 | $30,951 | ||
| Equipment | $11,753 | $5,054 | $4,114 | $2,585 |
| United Way of America D | $6,712 | $6,712 | ||
| Postage and shipping | $5,034 | $2,165 | $1,762 | $1,107 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,624 | TotalAmt |
| Program Services | $3,719 | ProgramServicesAmt |
| Management And General | $2,337 | ManagementAndGeneralAmt |
| Fundraising | $4,568 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $917,487 | TotalAmt |
| Program Services | $726,302 | ProgramServicesAmt |
| Management And General | $52,561 | ManagementAndGeneralAmt |
| Fundraising | $138,624 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,396 | BOYAmt |
| EOY | $179,387 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,043 | BOYAmt |
| EOY | $173,188 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $677,044 | BOYAmt |
| EOY | $660,422 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,975 | BOYAmt |
| EOY | $2,052 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,197 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,759 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,951 | BOYAmt |
| EOY | $438 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,900 | BOYAmt |
| EOY | $75,369 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,047,309 | BOYAmt |
| EOY | $1,090,856 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,272 | BOYAmt |
| EOY | $11,945 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,388 | BOYAmt |
| EOY | $187,754 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,660 | BOYAmt |
| EOY | $199,699 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,754 | BOYAmt |
| EOY | $128,589 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $775,895 | BOYAmt |
| EOY | $762,568 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $886,649 | BOYAmt |
| EOY | $891,157 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,047,309 | BOYAmt |
| EOY | $1,090,856 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,890 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,618 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $772,710 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $957,146 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $818,476 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $916,174 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $918,664 | CurrentTaxYearAmt |
| Total | $4,383,170 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $772,710 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $957,146 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $818,476 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $916,174 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $918,664 | CurrentTaxYearAmt |
| Total | $4,383,170 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $59,729 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,323,441 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,150 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $708 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,259 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,298 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,713 | CurrentTaxYearAmt |
| Total | $6,128 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $459 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $128 | CurrentTaxYearMinus2YearsAmt |
| Total | $587 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,389,885 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,000 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98490 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95870 | 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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,197 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,759 | DepreciationAmt |
| Book Value | $438 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $438 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Cash- Union County Foundation | $48,839 |
| Fiscal Agent Deposit | $26,530 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $75,369 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Out of County United Way Designations Payable | $9,650 |
| Agency Designated Gifts Payable | $151,574 |
| Fiscal Agent Deposit | $26,530 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $187,754 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $770,421 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,618 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,618 | RevenueNotReportedAmt |
| Revenue Subtotal | $768,803 | RevenueSubtotalAmt |
| Other Revenues Not Included | $151,574 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $151,574 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $920,377 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $765,913 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $765,913 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $151,574 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $151,574 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $917,487 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part XI, Line 4b - Other Adjustments: | Donor Designations 151,574. |
| Part XII, Line 4b - Other Adjustments: | Donor Designations 151,574. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (24 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| American Red Cross | |||||||
| 112 E Fifth Street | Marysville | OH | 43040 | 530196605 | 501(c)(3) | $44,500 | program |
| Big Brothers Big Sisters | |||||||
| 1855 E Dublin Granville Rd | Columbus | OH | 43229 | 314379429 | 501(c)(3) | $21,814 | program |
| Boy Scouts of America | |||||||
| PO Box 29207 | columbus | OH | 43229 | 314388520 | 501(c)(3) | $5,890 | program |
| Child Care Network | |||||||
| PO Box 389 | Marysville | OH | 43040 | 316400087 | 501(c)(3) | $959 | program |
| Legal Aid Society | |||||||
| 142 West Center Street | Marion | OH | 43301 | 314416407 | 501(c)(3) | $9,000 | program |
| Loving Care Hospice | |||||||
| 113 S Main Street | Marysville | OH | 43040 | 311370625 | 501(c)(3) | $29,241 | program |
| Memorial Meals | |||||||
| 500 London Avenue | Marysville | OH | 43040 | 316402480 | 501(c)(3) | $38,500 | program |
| Pleasant Valley Senior Citizens | |||||||
| 390 Allgyer Drive | Plain City | OH | 43064 | 311978514 | 501(c)(3) | $8,500 | program |
| Richwood Civic Center | |||||||
| 235 Grove Street | Richwood | OH | 43344 | 310728401 | 501(c)(3) | $20,000 | program |
| Salvation Army | |||||||
| 966 E Main Street | Columbus | OH | 43205 | 135562351 | 501(c)(3) | $132,000 | program |
| Turning Point | |||||||
| 330 Barks Road | Marion | OH | 43302 | 310935117 | 501(c)(3) | $25,000 | program |
| Union County Cancer Society | |||||||
| Po Box 557 | Marysville | OH | 43040 | 310669560 | 501(c)(3) | $23,000 | program |
| Union County Family YMCA | |||||||
| 1150 Charles Lane | Marysville | OH | 43040 | 311355370 | 501(c)(3) | $21,086 | program |
| Union County Personal Needs Pantry | |||||||
| 209 S Oak STreet | Marysville | OH | 43040 | 030517754 | 501(c)(3) | $20,500 | program |
| Dolly Parton Imagination Library | |||||||
| 2700 Dollywood Parks Blvd | Pigeon Forge | TN | 37863 | 621348105 | 501(c)(3) | $22,157 | Program |
| Wings Enrichment Center | |||||||
| 729 S Walnut Street | marysville | OH | 43040 | 311699105 | 501(c)(3) | $11,500 | program |
| Speech Language & Hearing | |||||||
| 500 London Avenue | Marysville | OH | 43040 | 316402480 | 501(c)(3) | $5,200 | Program |
| Windsor and Community Seniors | |||||||
| 376 Rosehill Drive | Marysville | OH | 43040 | 311055017 | 501(c)(3) | $5,500 | Progamming |
| Community and Seasoned Citizens | |||||||
| 127 W Fifth Street | Marysville | OH | 43040 | 352190389 | 501(c)(3) | $7,500 | Program |
| Union County Health Department | |||||||
| 940 London Avenue | marysville | OH | 43040 | 316400087 | 501(c)(3) | $16,000 | programming |
| Heart of Ohio Homeless Shelter | |||||||
| 326 W Fairground Street | Marion | OH | 43302 | 341585873 | 501(c)(3) | $19,000 | Program |
| Maryhaven | |||||||
| 715 S Plum Street | Marysville | OH | 43040 | 310732345 | 501(c)(3) | $47,500 | program |
| Mental Health Association | |||||||
| 137 N Main Street | Marysville | OH | 43040 | 316067873 | 501(c)(3) | $704 | program |
| Union County Guardianship Services | |||||||
| 18000 State Route 4 | Marysville | OH | 43040 | 274316132 | 501(c)(3) | $9,357 | Programming |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The organization requires those receiving grants to report on their use of funds to the United Way. They also look at the organizations 990 filings to verify compliance with their requirements and have an extensive application that they require their funded organizations to complete. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | The organization's executive committee reviews the Form 990 with the executive director of the organization. The organization's CPA meets with the Board to review the 990 with them prior to filing. |
| Form 990, Part VI, Section B, line 12c | Board members are required to review conflict of interest policy each year and to sign off that they do not have or are not aware of any conflict of interests. |
| Form 990, Part VI, Section B, line 15 | The executive director's salary and the salaries of key employess and their benefits are subject to review and deliberation by the board each year. The board documents any deliberations in their meeting minutes. |
| Form 990, Part VI, Section C, line 19 | The organization makes it governing documents and financial statements available to the public upon request. Additionally the organizations year end financial statement and Form 990 can be accessed on the oranization's website. |