UNITED WAY OF UNION COUNTY INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF UNION COUNTY INC (EIN 31-0682004)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-22
- IRS object ID
- 201242359349300204
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-08-22T07:16:46-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311337892 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONRAD LEIBOLD WOERNER & CO CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 W SIXTH STREET | AddressLine1 |
| City | MARYSVILLE | City |
| State | OH | State |
| ZIP Code | 43040 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310682004 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Way of Union County Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 9376448381 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 145 | AddressLine1 |
| City | Marysville | City |
| State | OH | State |
| ZIP Code | 43040 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Shari Marsh | Name |
| Title | Executive Director | Title |
| Phone | 9376448381 | Phone |
| Date Signed | 2012-08-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN R WOERNER | Name |
| PTIN | P00077124 | PTIN |
| Phone | 9376421972 | Phone |
| Date Prepared | 2012-08-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Shari Marsh | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 145 | AddressLine1 |
| City | Marysville | City |
| State | OH | State |
| ZIP Code | 43040 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 958313 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | unitedwayofunioncounty.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1958 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | Funding charitable groups in Union County | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2 | TotalNbrEmployees |
| Total Nbr Volunteers | 425 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 772710 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 957146 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5000 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1150 | InvestmentIncomePriorYear |
| Investment Income Current Year | 708 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 459 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 778860 | TotalRevenuePriorYear |
| Total Revenue Current Year | 958313 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 561873 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 566745 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 134222 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 138148 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 76710 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 77250 | OtherExpensePriorYear |
| Other Expenses Current Year | 95350 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 773345 | TotalExpensesPriorYear |
| Total Expenses Current Year | 800243 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5515 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 158070 | RevenuesLessExpensesCY |
| Total Assets BOY | 849906 | TotalAssetsBOY |
| Total Assets EOY | 1010030 | TotalAssetsEOY |
| Total Liabilities BOY | 157538 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 160358 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 692368 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 849672 | NetAssetsOrFundBalancesEOY |
| Mission Description | The mission of the United Way of Union County is to bring neighbors and resources together to improve lives. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 571888 | Expense |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 69077 | Expense |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 640965 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 2 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shari Marsh | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9376448381 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 145 | AddressLine1 |
| City | Marysville | City |
| State | OH | State |
| ZIP Code | 43040 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Derric Brown | ||||||
| Assistant Treasurer | 1.00 | X | X | 0 | 0 | 0 |
| Lucas Braun | ||||||
| Vice President | 1.00 | X | X | 0 | 0 | 0 |
| Joyce Garrard | ||||||
| Secretary | 1.00 | X | X | 0 | 0 | 0 |
| Mary Ann Conley | ||||||
| treasurer | 1.00 | X | 0 | 0 | 0 | |
| Doug Hoy | ||||||
| President | 1.00 | X | X | 0 | 0 | 0 |
| Paul Jaeb | ||||||
| Treasurer | 1.00 | X | X | 0 | 0 | 0 |
| Betty Hoile | ||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |
| Donnie Parrott | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Sylvia Minshall-Dyer | ||||||
| Assistant Secretary | 1.00 | X | X | 0 | 0 | 0 |
| Laurie Whittington | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Don Piche | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Mike Streng | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Chuck Sattler | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Kara Brown | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Mona Mapes | ||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |
| Dave Gleason | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Jim McFarlane | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Tony Eufinger | ||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |
| Michelle Proia | ||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |
| Ken Yunker | ||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 957146 | AllOtherContributions |
| Noncash Contributions | 3825 | NoncashContributions |
| Total Contributions | 957146 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 708 | TotalRevenueColumn |
| Related Or Exempt Function Income | 708 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 459 | TotalRevenueColumn |
| Related Or Exempt Function Income | 459 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 459 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 958313 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1167 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 566745 | Total |
| Program Services | 566745 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57791 | Total |
| Program Services | 18493 | ProgramServices |
| Management And General | 20805 | ManagementAndGeneral |
| Fundraising | 18493 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44642 | Total |
| Program Services | 14286 | ProgramServices |
| Management And General | 16070 | ManagementAndGeneral |
| Fundraising | 14286 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4899 | Total |
| Program Services | 1544 | ProgramServices |
| Management And General | 1812 | ManagementAndGeneral |
| Fundraising | 1543 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22403 | Total |
| Program Services | 7193 | ProgramServices |
| Management And General | 8016 | ManagementAndGeneral |
| Fundraising | 7194 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8413 | Total |
| Program Services | 2692 | ProgramServices |
| Management And General | 3029 | ManagementAndGeneral |
| Fundraising | 2692 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11795 | Total |
| Management And General | 11795 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1361 | Total |
| Management And General | 1361 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1404 | Total |
| Fundraising | 1404 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1397 | Total |
| Program Services | 140 | ProgramServices |
| Management And General | 586 | ManagementAndGeneral |
| Fundraising | 671 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15196 | Total |
| Program Services | 3442 | ProgramServices |
| Management And General | 8312 | ManagementAndGeneral |
| Fundraising | 3442 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1698 | Total |
| Program Services | 696 | ProgramServices |
| Management And General | 306 | ManagementAndGeneral |
| Fundraising | 696 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 638 | Total |
| Management And General | 638 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2019 | Total |
| Management And General | 2019 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising | Program ServicesProgramServices |
|---|---|---|---|---|
| Campaign | 26550 | 1858 | 24692 | |
| Needs Assessment | 18750 | 18750 | ||
| United Way of America D | 6228 | 6228 | ||
| Equipment | 4075 | 4075 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4239 | Total |
| Program Services | 756 | ProgramServices |
| Management And General | 1886 | ManagementAndGeneral |
| Fundraising | 1597 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 800243 | Total |
| Program Services | 640965 | ProgramServices |
| Management And General | 82568 | ManagementAndGeneral |
| Fundraising | 76710 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 159146 | BOY |
| EOY | 127899 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75970 | BOY |
| EOY | 93161 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 573007 | BOY |
| EOY | 738233 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3056 | BOY |
| EOY | 3056 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 14549 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 11362 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 3187 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38727 | BOY |
| EOY | 44494 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 849906 | BOY |
| EOY | 1010030 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2726 | BOY |
| EOY | 4618 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 154812 | BOY |
| EOY | 155740 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 157538 | BOY |
| EOY | 160358 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 133028 | BOY |
| EOY | 164973 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 559340 | BOY |
| EOY | 684699 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 692368 | BOY |
| EOY | 849672 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 849906 | BOY |
| EOY | 1010030 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 158070 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -766 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 787506 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 762649 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 830031 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 772710 | CurrentTaxYearMinus1Year |
| Current Tax Year | 957146 | CurrentTaxYear |
| Total | 4110042 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 787506 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 762649 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 830031 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 772710 | CurrentTaxYearMinus1Year |
| Current Tax Year | 957146 | CurrentTaxYear |
| Total | 4110042 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 451130 | AmountsSubstContributorsTotal |
| Public Support Total170 | 3658912 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3671 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2274 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1702 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1150 | CurrentTaxYearMinus1Year |
| Current Tax Year | 708 | CurrentTaxYear |
| Total | 9505 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1631 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 235 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 976 | CurrentTaxYearMinus2Years |
| Current Tax Year | 459 | CurrentTaxYear |
| Total | 3301 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 4122848 | TotalSupport |
| Gross Receipts From Admissions Etc | 8399 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.88750 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.87060 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14549 | OtherCostOrOtherBasis |
| Depreciation | 11362 | Depreciation |
| Book Value | 3187 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3187 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Out of County United Way Designations Payable | $10,910 |
| Agency Designated Gifts Payable | $129,055 |
| Fiscal Agent Deposit | $15,775 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 155740 | TotalOfAmounts |
| Total Revenue | 958313 | TotalRevenue |
| Total Expenses | 800243 | TotalExpenses |
| Excess Or Deficit For Year | 158070 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -766 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -766 | TotalAdjustments |
| Excess Or Deficit Per FS | 157304 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 828492 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -766 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -766 | RevenueNotRptdF990 |
| Revenue Subtotal | 829258 | RevenueSubtotal |
| Other Revenues Not Included | 129055 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 129055 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 958313 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 671188 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 671188 | ExpensesSubtotal |
| Other Expenses Not Included | 129055 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 129055 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 800243 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part XII, Line 4b - Other Adjustments: | Donor Designations 129,055. |
| Part XIII, Line 4b - Other Adjustments: | Donor Designations 129,055. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (21 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| American Red Cross | |||||||
| 112 E Fifth Street | Marysville | OH | 43040 | 530196605 | 501(c)(3) | 37000 | program |
| Big Brothers Big Sisters | |||||||
| 1855 E Dublin Granville Rd | Columbus | OH | 43229 | 314379429 | 501(c)(3) | 22000 | program |
| Boy Scouts of America | |||||||
| PO Box 29207 | columbus | OH | 43229 | 314388520 | 501(c)(3) | 15437 | program |
| Child Care Network | |||||||
| PO Box 389 | Marysville | OH | 43040 | 316400087 | 501(c)(3) | 25000 | program |
| Consolidated Care Inc | |||||||
| 715 S Plum Street | Marysville | OH | 43040 | 341089594 | 501(c)(3) | 48000 | program |
| Legal Aid Society | |||||||
| 142 West Center Street | Marion | OH | 43301 | 314416407 | 501(c)(3) | 10000 | program |
| Loving Care Hospice | |||||||
| 113 S Main Street | Marysville | OH | 43040 | 311370625 | 501(c)(3) | 31000 | program |
| Marion Shelter Program | |||||||
| 498 N Main Street | Marion | OH | 43302 | 341585873 | 501(c)(3) | 13000 | program |
| Mental Health Association of Union County | |||||||
| 131 N Main St Suite K | Marysville | OH | 43040 | 316067873 | 501(c)(3) | 17000 | program |
| Memorial Meals | |||||||
| 500 London Avenue | Marysville | OH | 43040 | 316402480 | 501(c)(3) | 35000 | program |
| Pleasant Valley Senior Citizens | |||||||
| 390 Allgyer Drive | Plain City | OH | 43064 | 311978514 | 501(c)(3) | 7500 | program |
| Richwood Civic Center | |||||||
| 235 Grove Street | Richwood | OH | 43344 | 310728401 | 501(c)(3) | 27000 | program |
| Salvation Army | |||||||
| 966 E Main Street | Columbus | OH | 43205 | 135562351 | 501(c)(3) | 82792 | program |
| Turning Point | |||||||
| 330 Barks Road | Marion | OH | 43302 | 310935117 | 501(c)(3) | 25000 | program |
| Union County Cancer Society | |||||||
| Po Box 557 | Marysville | OH | 43040 | 310669560 | 501(c)(3) | 25000 | program |
| Union County Family YMCA | |||||||
| 1150 Charles Lane | Marysville | OH | 43040 | 311355370 | 501(c)(3) | 20000 | program |
| Union County Personal Needs Pantry | |||||||
| 209 S Oak STreet | Marysville | OH | 43040 | 030517754 | 501(c)(3) | 22000 | program |
| Dolly Parton Imagination Library | |||||||
| 2700 Dollywood Parks Blvd | Pigeon Forge | TN | 37863 | 621348105 | 501(c)(3) | 21084 | Programprogram |
| Wings Enrichment Center | |||||||
| 729 S Walnut Street | marysville | OH | 43040 | 311699105 | 501(c)(3) | 12000 | program |
| Marysville Area Ministerial Association | |||||||
| 212 Chestnut Street | Marysville | OH | 43040 | 311370949 | 15000 | Program | |
| Speech Language & Hearing | |||||||
| 500 London Avenue | Marysville | OH | 43040 | 316402480 | 5200 | Program | |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| Form 990, Part XI, line 5: | Net Unrealized Loss -766. Total to Form 990, Part XI, Line 5: -766. | Changes in Net Assets or Fund Balances: |