2026-02-11T16:30:13-06:00 2025-03-31 410746749 CLIFTONLARSONALLEN LLP 388 SOUTH MAIN STREET SUITE 420 AKRON OH 44311 990 2024-04-01 341169257 UNITED WAY OF SUMMIT AND MEDINA UNIT 3307627601 37 NORTH HIGH STREET A AKRON OH 44308 ANNIE MCFADDEN PRESIDENT & CEO 3307627601 2026-02-09 1 1 JENNIFER COLEMAN P00743188 3303760100 2026-02-06 2024 2025-03-06 01:10:19Z ANNIE MCFADDEN 37 NORTH HIGH STREET A AKRON OH 44308 12759035 0 X WWW.UWSUMMIT.ORG X 1951 OH WE IMPROVE LIVES BY MOBILIZING COMMUNITY RESOURCES TO ADVANCE THE COMMON GOOD. 59 59 116 446 41389 2916 12745412 11169587 379595 550156 264720 200305 114227 85788 13503954 12005836 2950165 1107500 0 0 7873515 8343712 0 0 943956 4415607 5387354 15239287 14838566 -1735333 -2832730 16949859 14818173 4063893 4679112 12885966 10139061 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. 1 0 3570431 0 0 HOUSING SERVICES - OUR HOUSING SERVICES DEPARTMENT SERVES AS THE FRONT DOOR FOR HOMELESS SERVICES IN SUMMIT COUNTY AND PERFORMED 1,418 ASSESSMENTS FOR SHELTER OR HOUSING DURING FY 25. UWSM DIRECTLY ASSISTED 697 HOUSEHOLDS WITH RENT AND/OR UTILITY ASSISTANCE DURING THE YEAR. UWSM ALSO ADMINISTERS THE COMMUNITY'S HOMELESS MANAGEMENT INFORMATION SYSTEM AND IS AN ACTIVE PARTICIPANT IN THE SUMMIT COUNTY CONTINUUM OF CARE WHICH WORKS TO END HOMELESSNESS IN OUR COMMUNITY. 1103593 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 FY25, 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 95,500 CALLS AND TEXTS, AND 247,521 ONLINE DATABASE SEARCHES IN SUMMIT & MEDINA COUNTIES. 2-1-1 HAS TRULY BECOME THE ENTRY POINT TO SERVICES THROUGHOUT OUR COMMUNITY. 2004429 1107500 550156 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. 655656 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. 109236 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 AKRON HIGH SCHOOL STUDENTS ENTER A PATHWAY ALIGNED WITH STUDENT INTEREST AND WORK WITH THE BUSINESS COMMUNITY TO DEVELOP ESSENTIAL TECHNICAL, COMMUNICATION, COLLABORATION, CREATIVITY, AND CRITICAL THINKING 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, DIRECT TIES BETWEEN AKRON STUDENTS AND THE GREATER AKRON BUSINESS COMMUNITY HAVE RESULTED IN 328 PARTNERSHIPS, WITH 247 UNIQUE BUSINESS PARTNERS . THE 4-YEAR GRADUATION RATE FOR STUDENTS HAS ALSO RISEN TO 88.9%, THE HIGHEST GRADUATION RATE FOR AN URBAN SCHOOL DISTRICT IN THE STATE OF OHIO. 81.5% OF AKRON PUBLIC SCHOOLS GRADUATES WERE DESIGNATED COLLEGE, CAREER, WORKFORCE AND MILITARY READY, EXCEEDING STATE STANDARDS AND EARNING 4 STARS ON THE DISTRICT REPORT CARD. 80187 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 ILL, HV3 WORKS TO PROVIDE ACCESS TO LIFE EXPERIENCES 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 MENTORS 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. 575835 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. 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. 511267 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 (MOVED TO DAVID HILL IN FY25) 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. 586727 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." 270740 0 0 WORKPLACE PROGRAMS - IN FY25 WE PROVIDED 58 CUSTOMIZED WORKPLACE PROGRAMS, COACHING, OR CONSULTING TO A COMBINED TOTAL OF OVER 1.481 PEOPLE. FULFILLING OUR MISSION OF ENRICHING LIVES BY HELPING INDIVIDUALS AND ORGANIZATIONS STRENGTHEN AND LIVE THEIR INNER VALUES. APPROXIMATELY 345 HOURS OF PROGRAMING TIME WERE GIVEN TO WORK ENVIRONMENTS FROM EDUCATION, GOVERNMENT, HEALTHCARE, LAW, INDUSTRY AND NONPROFIT SERVICES TO NAME A FEW. $13,300 IN PRO-BONO SERVICES AND $4,865 IN TUITION ASSISTANCE WERE GIVEN TO INDIVIDUALS AND LOCAL ORGANIZATIONS SO THEY MIGHT PARTICIPATE IN OUR PROGRAMS. 217079 0 0 LEADERSHIP CONNECTION SERIES - WE HELD 54 LEADERSHIP CONNECTION SESSIONS FOR 125 PEOPLE FOR A TOTAL OF 162 HOURS OF DEVELOPMENT OF PERSONAL AND LEADERSHIP GROWTH. THIS INCLUDED 2 EXPEDITIONS OF OUR PURPOSEFUL LEADERSHIP PROGRAM FOR THE CONTINUE DEVELOPMENT OF EXPERIENCED LEADERS. $9,200 IN PRO-BONO SERVICES AND $8,850 IN TUITION ASSISTANCE WAS GIVEN TO PARTICIPANTS IN LEADERSHIP CONNECTION SERIES. 898462 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 13,024 ONE ON ONE FINANCIAL COUNSELING SESSIONS, WHICH EQUATES TO APPROXIMATELY 5373 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 TAX SEASON, UWSM VITA VOLUNTEERS SUBMITTED APPROXIMATELY 2,138 TAX RETURNS, RESULTING IN $2.6M COMING BACK DIRECTLY TO OUR COMMUNITY THROUGH FEDERAL & STATE REFUNDS, AND PROVIDED $534,500 OF TAX PREPARATION SAVINGS TO OUR CLIENTS. 3905189 0 0 10583642 1 1 0 1 0 0 0 0 1 1 1 1 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 297 0 1 116 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 59 59 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 THRU 2/25 45.00 X X 313775 0 45910 PAUL N CATANIA TRUSTEE 1.00 X 0 0 0 IRIEL HOPKINS MSW LSW TRUSTEE 1.00 X 0 0 0 JESSE W HURST TRUSTEE 1.00 X 0 0 0 RONALD PAYDO TRUSTEE 1.00 X 0 0 0 AARON SWARTZ TRUSTEE 1.00 X 0 0 0 TRACY DOWE TRUSTEE 1.00 X 0 0 0 JASON DODSON TRUSTEE 1.00 X 0 0 0 BRYNN ALLIO POPA TRUSTEE 1.00 X 0 0 0 WILLIAM LOWERY II TRUSTEE 1.00 X 0 0 0 JANI GROZA TRUSTEE 1.00 X 0 0 0 ELIZABETH Z BARTZ 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 PATRICK O'NEILL TRUSTEE 1.00 X 0 0 0 MARK C JUVE TRUSTEE 1.00 X 0 0 0 MARC DIVIS TRUSTEE 1.00 X 0 0 0 LAURA DUDA TRUSTEE 1.00 X 0 0 0 GIA BELL TRUSTEE 1.00 X 0 0 0 NICHOLAS BUZZELLI 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 DR HANS R DORFI TRUSTEE 1.00 X 0 0 0 TAMARA FYNAN 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 BISHOP SAMUEL HAMPTON II TRUSTEE 1.00 X 0 0 0 BRIGHID HILLMUTH TRUSTEE 1.00 X 0 0 0 JOHN HOOKER TRUSTEE 1.00 X 0 0 0 DAVID W JAMES ED D 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 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 LUCIA PILEGGI 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 EXECUTIVE ILENE SHAPIRO TRUSTEE 1.00 X 0 0 0 KIRSTIN TOTH TRUSTEE 1.00 X 0 0 0 BARB WHIDDON TRUSTEE 1.00 X 0 0 0 LIZ BLYSTONE TRUSTEE 1.00 X 0 0 0 MIKE PARNELL TRUSTEE 1.00 X 0 0 0 JIM HILL TRUSTEE 1.00 X 0 0 0 FEDEARIA NICHOLSON-SWEVAL TRUSTEE 1.00 X 0 0 0 NYREE WILKERSON TRUSTEE 1.00 X 0 0 0 ANNIE MCFADDEN PRES & CEO BEG 2/25, CHIEF OF STAFF 45.00 X 177422 0 39441 CATHRYN O'MALLEY CHIEF OPERATING OFFICER 45.00 X 166484 0 36298 BRADLEY VIRGIN VP, CONTROLLER 40.00 X 132449 0 36140 JENNIFER TOMPKINS CHIEF FINANCIAL OFFICER 45.00 X 153539 0 2416 ANDRE CAMPBELL CHIEF DIVERSITY OFFICER 45.00 X 146625 0 17373 MALORIE PHILLIPS CHIEF DEVELOPMENT & MARKETING OFFICER 45.00 X 154846 0 28917 JASON DAVIS VP, IT & BUILDING OPS. 40.00 X 110559 0 43503 1355699 0 249998 8 0 1 0 0 5712764 40373 4607887 808563 190933 11169587 PROGRAM REVENUE 900099 550156 550156 550156 188988 188988 103750 62361 41389 41389 41389 650805 639488 11317 11317 11317 34627 40373 51350 -16723 -16723 MISCELLANEOUS REVENUE 900099 61122 61122 61122 12005836 550156 41389 244704 1107500 1107500 1304297 707913 503735 92649 5401412 3442767 1434562 524083 121006 78918 31020 11068 1012575 654825 257351 100399 504422 314236 143338 46848 17303 17303 10701 10701 22500 22500 46320 46320 128218 97321 16388 14509 59028 36773 16773 5482 129551 80706 36813 12032 302550 187696 93136 21718 286614 219221 34710 32683 26766 16674 7606 2486 121791 75871 34609 11311 101178 63030 28751 9397 134086 83531 38102 12453 265207 184675 53000 27532 76043 52171 16094 7778 INTERNAL PROGRAM COSTS 2871815 2871815 BAD DEBT EXPENSE 441028 441028 ENGAGEMENT AND EVENTS 230673 230673 DUES AND SUBSCRIPTIONS 65798 40990 18697 6111 50184 36336 8431 5417 14838566 10583642 3310968 943956 990361 668628 42325 4212 4603209 1459763 507118 2308086 249525 166669 174018 156845 6323291 1306271 5042176 5017020 2940965 2753025 2400162 2283925 16949859 14818173 1634066 1325901 346227 917430 108797 10208 1801556 1751525 173247 674048 4063893 4679112 X 10109521 7666515 2776445 2472546 12885966 10139061 16949859 14818173 X -2832730 79598 6227 X X 0 1 X 1 1 1 X 22136489 39928067 32141408 12745412 11169587 118120963 22136489 39928067 32141408 12745412 11169587 118120963 1018838 117102125 123623 172823 144593 239025 188989 869053 16880 53126 53600 41389 164995 970180 178900 60627 61122 1270829 120425840 2901092 0.97240 0.97260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 27500 27500 0 PART II-B, LINE 1: UNITED WAY OF SUMMIT & MEDINA ENGAGES WITH CHW ADVISORS IN COLUMBUS TO LOBBY EXECUTIVE AND LEGISLATIVE LEADERSHIP AT THE STATE LEVEL TO SUPPORT KEY ADVOCACY PRIORITIES RELATED TO FAMILY HEALTH, FINANCIAL STABILITY, COMMUNITY SERVICES AND EDUCATION AND QUALITY EARLY LEARNING. UWSM ALSO KEEPS OPEN LINE OF COMMUNICATION WITH FEDERAL LEGISLATIVE OFFICES AND COORDINATES A LOCAL POLICY AND ADVOCACY COMMITTEE TO SHARE AND COORDINATE PRIORITIES TO OTHER LOCAL AGENCIES. 0 1 X 1504671 -254 1504417 1396564 157243 49136 1504671 1521872 -66653 58655 1396564 1538946 17630 34704 1521872 1245491 430354 136899 1538946 0.00000 0.27000 0.73000 1 0 588415 588415 4898943 792971 4105972 835933 513300 322633 5017020 BOARD HELD INVESTMENTS 1527217 F KEYBANK - MEDINA RESERVE FUND 1225808 C 2753025 SPLIT INTEREST AGREEMENT 644627 INVESTMENTS HELD AS ENDOWMENT FUNDS 1504417 RIGHT-OF-USE ASSETS 134881 2283925 OPERATING LEASE LIABILITY 134881 COMMUNITY IMPACT PAYABLE 539167 674048 11276131 79598 -384316 -304718 11580849 46320 378667 424987 12005836 14464929 -327317 -327317 14792246 46320 46320 14838566 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 6,227. NET ASSETS ACQUIRED IN H2H LEADERSHIP INC. -441,893. FUNDRAISING EXPENSE 51,350. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -62,361. BAD DEBT EXPENSE 441,028. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 62,361. BAD DEBT EXPENSE -441,028. FUNDRAISING EXPENSE 51,350. BOLD GLOW GOLF EVENT 75000 40373 34627 18500 2100 30750 75000 40373 34627 18500 2100 30750 51350 -16723 1 ACCESS INC 230 WEST MARKET STREET AKRON OH 44303 341395246 501(C)(3) 100000 0 BASIC NEEDS CATHOLIC CHARITIES CORPORATION 7911 DETROIT AVE CLEVELAND OH 44102 341318541 501(C)(3) 35000 0 BASIC NEEDS FAMILY PROMISE OF SUMMIT COUNTY INC 1040 E TALLMADGE AVE AKRON OH 44310 753101718 501(C)(3) 35000 0 BASIC NEEDS FEEDING MEDINA COUNTY 650 W SMITH RD C-8 MEDINA OH 44259 454049528 501(C)(3) 45000 0 MEDINA COUNTY GREATER AKRON CHAMBER 388SMAINST205 AKRON OH 44311 341156576 501(C)(6) 25000 0 COMMUNITY IMPACT HABITAT FOR HUMANITY OF MEDINA COUNTY 233 LAFAYETTE RD MEDINA OH 44256 341658090 501(C)(3) 180000 0 MEDINA COUNTY JOBS FOR OHIO GRADUATES 1333 HOME AVE AKRON OH 44310 311204720 501(C)(3) 100000 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) 50000 0 COMMUNITY IMPACT SUMMIT EDUCATION INITIATIVE 120 EAST MILL ST 303 AKRON OH 44308 341843220 501(C)(3) 200000 0 COMMUNITY IMPACT 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 YOUTH SUCCESS SUMMIT 277 E MILL ST AKRON OH 44308 992586739 501(C)(3) 75000 0 COMMUNITY IMPACT AKRON COMMUNITY SERVICE CENTER & URBAN LEAGUE 440 VERNON ODOM BLVD AKRON OH 44307 340714520 501(C)(3) 25000 0 COMMUNITY IMPACT CONXUSNEO 388 S MAIN ST STE 205 AKRON OH 44311 342019627 501(C)(3) 12500 0 COMMUNITY IMPACT STEWARTS CARING PLACE 3501 RIDGE PARK DR FAIRLAWN OH 44333 200181338 501(C)(3) 20000 0 COMMUNITY IMPACT AKRON COMMUNITY FOUNDATION 345 W CEDAR ST AKRON OH 44307 341087615 501(C)(3) 25000 0 COMMUNITY IMPACT 15 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 X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 JAMES MULLEN PRESIDENT & CEO THRU 2/25 313775 0 0 0 0 0 6502 0 39408 0 359685 0 0 0 ANNIE MCFADDEN PRES & CEO BEG 2/25, CHIEF OF STAFF 177422 0 0 0 0 0 6342 0 33099 0 216863 0 0 0 CATHRYN O'MALLEY CHIEF OPERATING OFFICER 166484 0 0 0 0 0 5059 0 31239 0 202782 0 0 0 MALORIE PHILLIPS CHIEF DEVELOPMENT & MARKETING OFFICE 154846 0 0 0 0 0 6238 0 22679 0 183763 0 0 0 BRADLEY VIRGIN VP, CONTROLLER 132449 0 0 0 0 0 5713 0 30427 0 168589 0 0 0 ANDRE CAMPBELL CHIEF DIVERSITY OFFICER 146625 0 0 0 0 0 4119 0 13254 0 163998 0 0 0 JENNIFER TOMPKINS CHIEF FINANCIAL OFFICER 153539 0 0 0 0 0 0 0 2416 0 155955 0 0 0 JASON DAVIS VP, IT & BUILDING OPS. 110559 0 0 0 0 0 7058 0 36445 0 154062 0 0 0 PART I, LINE 1A UNITED WAY PAID GROSS UP TAXES FOR A RETENTION BONUS PAID TO OUR FORMER CEO. UNITED WAY PAID COUNTRY CLUB DUES ON BEHALF OF OUR CEO. PART I, LINE 3 THE COMPENSATION OF THE CEO IS DETERMINED BY ORGANIZATIONAL DEVELOPMENT COMMITTEE, AND A WRITTEN EMPLOYMENT AGREEMENT IS CREATED AND SIGNED BY THE CEO AND THE BOARD CHAIR. X 19 178433 ACTUAL VALUE X SCHOOL SUPPLIES 2 12000 FMV X TICKETS 1 500 FMV 0 0 0 PART I, COLUMN (B): NUMBER OF STOCK DONATIONS RECEIVED MEDINA AND SUMMIT COMMUNITIES EACH DONATED SCHOOL SUPPLIES SEPARATELY NUMBER OF DONATIONS OF TICKETS FORM 990, PART III, LINE 2 UNITED WAY OF SUMMIT MEDINA ACQUIRED HEART TO HEART LEADERSHIP INC, EIN: 34-1630357, ON JULY 1ST 2024 AND UNDERTOOK THE ORGANIZATION'S PROGRAM SERVICE ACTIVITIES. THESE PROGRAMS WERE NEWLY OPERATED BY UNITED WAY DURING THE FISCAL YEAR AND ARE DESCRIBED IN SCHEDULE O UNDER PART III, LINE 4D, OTHER PROGRAM SERVICES. FORM 990, PART VI, SECTION A, LINE 1A THE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD CONSIST OF THE EXECUTIVE AND ALL STANDING COMMITTEES. EACH COMMITTEE IS REQUIRED TO PROVIDE THEIR CONTEMPORANEOUS MINUTES TO THE BOARD OF DIRECTORS AS PART OF THE BOARD'S CONSENT AGENDA. 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 2024. 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 6,227. FORM 990, PART XII, LINE 2C THE ORGANIZATION CHANGED NEITHER ITS SELECTION PROCESS NOR ITS OVERSIGHT PROCESS SINCE THE LAST FORM 990 WAS FILED.