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UNITED WAY OF GREATER CLEVELAND FUND: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY OF GREATER CLEVELAND FUND (EIN 34-6516654)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-03-16
IRS object ID
202620759349300437
Schema version
2024v5.1
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

FieldValueIRS element (for citing)
Return2026-03-16T13:06:59+00:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135381590PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 PARK AVE 38TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10166ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN346516654EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY OF GREATER CLEVELANDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone2164362100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11331 EUCLID AVENUEAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441151854ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL BEEDLESPersonNm
Person TitleCFOPersonTitleTxt
Signature2026-03-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL HAMMERSCHMIDTPreparerPersonNm
PTINP01384178PTIN
Phone2128858000PhoneNum
Preparation2026-03-12PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1SHARON SOBOL JORDANBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11331 EUCLID AVENUEAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441151854ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$22,427,518GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Group Exemption5378GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UNITEDWAYCLEVELAND.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1960FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTO MAKE AN IMPACT IN THE COMMUNITY BY TAPPING INTO ITS COLLECTIVE ABILITY TO PROVIDE IMMEDIATE RELIEF FOR BASIC HUMAN NEEDS AND WORKING ACROSS SECTORS, SYSTEMS, AND NEIGHBORHOODS TO PREVENT AND ELIMINATE THE ROOT CAUSES OF THESE NEEDS AND DISPARITIES IN THE FIRST PLACE.ActivityOrMissionDesc
Voting Members Governing Body61VotingMembersGoverningBodyCnt
Voting Members Independent60VotingMembersIndependentCnt
Total Employee131TotalEmployeeCnt
Total Volunteers3000TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$16,582,757PYContributionsGrantsAmt
CY Contributions Grants$14,021,494CYContributionsGrantsAmt
PY Program Service Revenue$2,805,911PYProgramServiceRevenueAmt
CY Program Service Revenue$2,734,171CYProgramServiceRevenueAmt
PY Investment Income$542,267PYInvestmentIncomeAmt
CY Investment Income$811,672CYInvestmentIncomeAmt
PY Other Revenue$106,370PYOtherRevenueAmt
CY Other Revenue$115,208CYOtherRevenueAmt
PY Total Revenue$20,037,305PYTotalRevenueAmt
CY Total Revenue$17,682,545CYTotalRevenueAmt
PY Grants And Similar Paid$4,568,532PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,479,916CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$8,683,126PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$8,557,616CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$154,457PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$101,200CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,492,120CYTotalFundraisingExpenseAmt
PY Other Expenses$6,835,233PYOtherExpensesAmt
CY Other Expenses$5,176,655CYOtherExpensesAmt
PY Total Expenses$20,241,348PYTotalExpensesAmt
CY Total Expenses$16,315,387CYTotalExpensesAmt
PY Revenues Less Expenses-$204,043PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,367,158CYRevenuesLessExpensesAmt
Total Assets BOY$44,752,374TotalAssetsBOYAmt
Total Assets EOY$41,256,826TotalAssetsEOYAmt
Total Liabilities BOY$24,560,343TotalLiabilitiesBOYAmt
Total Liabilities EOY$18,259,794TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$20,192,031NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$22,997,032NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionUNITED WAY OF GREATER CLEVELAND ("UWGC OR THE ORGANIZATION") IS A NOT-FOR-PROFIT CORPORATION LOCATED IN CLEVELAND, OHIO. UWGC SERVES AS AN ESSENTIAL COMMUNITY CONNECTOR, GENERATING AND COORDINATING RESOURCES ACROSS INDIVIDUAL DONORS, CORPORATIONS, SERVICE PROVIDERS AND GOVERNMENT AND CIVIC LEADERS TO IMPROVE LIVES AND CREATE COMMUNITY IMPACT AT SCALE.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$3,354,496ExpenseAmt
Grant$0GrantAmt
Revenue$998,318RevenueAmt
DescINFORMATION & REFERRAL - UNITED WAY SERVES AS THE GATEWAY TO SOCIAL SERVICES IN THE COMMUNITY THROUGH THEIR 2-1-1 SERVICE. UNITED WAY 2-1-1 CONNECTS INDIVIDUALS AND FAMILIES TO SOCIAL SERVICES 24 HOURS A DAY, EVERY DAY OF THE YEAR PROVIDING INFORMATION AND SERVICE NAVIGATION TO HELP PEOPLE FIND AND UNDERSTAND THEIR OPTIONS TO ACCESS COMMUNITY RESOURCES. 226,000 CLIENTS WERE CONNECTED WITH EXPERTS WHO HELP TO SECURE FOOD, HOUSING AND UTILITY ASSISTANCE, REDUCE PRESCRIPTION COSTS, SUPPORT VETERANS, AND MORE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$2,650,175ExpenseAmt
Grant$0GrantAmt
Revenue$624,168RevenueAmt
DescECONOMIC MOBILITY PROGRAMS AIM TO CLOSE WAGE GAPS AND BREAK THE CYCLE OF GENERATIONAL POVERTY BY INCREASING ACCESS TO EDUCATION FOR CHILDREN AND PAVING CAREER PATHWAYS FOR ADULTS. 3,000 WORKERS HAVE BEEN CONNECTED WITH IN-DEMAND CAREERS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$2,479,916ExpenseAmt
Grant$2,479,916GrantAmt
Revenue$0RevenueAmt
DescAGENCY CAPACITY - UNITED WAY CONNECTS DONORS AND CAUSES AND IS DEDICATED TO PUTTING DONOR DOLLARS TO WORK MAKING THE GREATEST IMPACT FOR PEOPLE IN NEED. UNITED WAY PROVIDES AGENCY PARTNER RESOURCES FOR CAPACITY BUILDING. UNITED WAY ALSO FUNDS CATHOLIC CHARITIES, UNITED BLACK FUND, AND THE JEWISH COMMUNITY FEDERATION.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$432,281$0$950,597HOUSING STABILITY SERVICES HELP TO DECREASE THE LIKELIHOOD OF SYSTEMATIC AND GENERATIONAL POVERTY BY CREATING A FOUNDATION TO DECREASE HOMELESSNESS AND ENSURE HOUSING IS SAFE, SECURE AND STABLE. APPROXIMATELY 30,000 LEADERSHIP IN ENERGY AND ENVIRONMENTAL DESIGN (LEED) SAFE CERTIFICATES HAVE BEEN ISSUED AS PART OF THE COALITION.
$330,903$0$161,088HEALTH PATHWAY SERVICES, OUTREACH ACTIVITIES AND PROGRAM TARGET THE MEDICAL AND SOCIAL DETERMINANTS OF HEALTH, ADDRESSING IMMEDIATE NEEDS AS WELL AS THE LONG TERM WELL BEING OF RESIDENTS. APPROXIMATELY 700 CHRONICALLY ILL ADULTS RECEIVED MEDICALLY TAILORED HOME DELIVERED MEALS AND ASSISTANCE TO ADDRESS HEALTH RELATED SOCIAL NEEDS. APPROXIMATELY 40 FOOD PANTRIES RECEIVED FUNDING, SUPPLIES AND MAINTENANCE TO SUSTAIN THE PANTRIES EFFECTIVELY.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$763,184TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$1,111,685TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$9,247,771TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document30IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee131EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members61GoverningBodyVotingMembersCnt
Independent Voting Member60IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL BEEDLES CFOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2164362100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11331 EUCLID AVENUEAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44115ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (81 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
ANDREW J PAINE III
TREASURER & CHAIR, FINANCE COMMITTEE2.00.4Yes (X)Yes (X)$0$0$0
CHRIS ADAMS
CHAIR, MARKETING & BRAND STRATEGY COMMITTEE2.00.4Yes (X)Yes (X)$0$0$0
ENID B ROSENBERG
CHAIR, GOVERNANCE & NOMINATING COMMITTEE2.00.4Yes (X)Yes (X)$0$0$0
IRA C KAPLAN
CO-CHAIR, STRATEGIC PLANNING2.00.4Yes (X)Yes (X)$0$0$0
J DAVID HELLER
CO-CHAIR, STRATEGIC PLANNING2.00.4Yes (X)Yes (X)$0$0$0
JAMES A RATNER
VICE CHAIR2.00.4Yes (X)Yes (X)$0$0$0
JEFFREY D ZIMON
CHAIR, HUMAN RESOURCES COMMITTEE2.00.4Yes (X)Yes (X)$0$0$0
JEROME GRISKO
VICE CHAIR, COMMUNITY INVESTMENT COMMITTEE2.00.2Yes (X)Yes (X)$0$0$0
KEVIN CLAYTON
CO-CHAIR, STRATEGIC PLANNING2.00.4Yes (X)Yes (X)$0$0$0
KIM MEISEL PESSES
CHAIR, COMMUNITY INVESTMENT COMMITTEE2.00.4Yes (X)Yes (X)$0$0$0
MONTE REPASKY
CHAIR, RESOURCE DEVELOPMENT COMMITTEE2.00.4Yes (X)Yes (X)$0$0$0
PAUL J DOLAN
IMMEDIATE PAST CHAIR2.00.7Yes (X)Yes (X)$0$0$0
SHARON SOBOL JORDAN
PRESIDENT & CEO37.03.0Yes (X)Yes (X)$402,933$0$84,599
SONALI B WILSON ESQ
ASST SECRETARY & CHAIR, PUBLIC POLICY & ADVOCACY COMMITTEE2.00.7Yes (X)Yes (X)$0$0$0
TARAS G SZMAGALA JR
VICE CHAIR, PUBLIC POLICY & ADVOCACY COMMITTEE2.00.4Yes (X)Yes (X)$0$0$0
VANESSA L WHITING ESQ
CHAIR2.00.4Yes (X)Yes (X)$0$0$0
VICTOR RUIZ
SECRETARY2.00.4Yes (X)Yes (X)$0$0$0
ALLISON TALLER REICH
DIRECTOR (THRU 9/24)1.00.1Yes (X)$0$0$0
ANDRE GREMILLET
DIRECTOR (THRU 9/24)1.00.1Yes (X)$0$0$0
ANDREA M HOGBEN
DIRECTOR (THRU 9/24)1.00.1Yes (X)$0$0$0
BEVERLY J SCHNEIDER
DIRECTOR (THRU 9/24)1.00.2Yes (X)$0$0$0
BRIAN J RICHARDSON
DIRECTOR1.00.1Yes (X)$0$0$0
CALDER MELLINO
DIRECTOR (AS OF 9/24)1.00.1Yes (X)$0$0$0
CECIL J LIPSCOMB
DIRECTOR1.00.1Yes (X)$0$0$0
CIPRIANO BEREDO
DIRECTOR (AS OF 9/24)1.00.1Yes (X)$0$0$0
COLLEEN COTTER
DIRECTOR1.00.1Yes (X)$0$0$0
CRAIG ARNOLD
DIRECTOR1.00.2Yes (X)$0$0$0
DANIEL P WALSH JR
DIRECTOR1.00.1Yes (X)$0$0$0
DAVID C FULTON JR
DIRECTOR1.00.4Yes (X)$0$0$0
DAVID MILLER
DIRECTOR (THRU 9/24)1.00.1Yes (X)$0$0$0
DEE BAGWELL HASLAM
DIRECTOR1.00.3Yes (X)$0$0$0
EDWARD J BELL
DIRECTOR1.00.2Yes (X)$0$0$0
ELIZABETH HIJAR
DIRECTOR1.00.1Yes (X)$0$0$0
EMILY CAMPBELL
DIRECTOR (AS OF 9/24)1.00.1Yes (X)$0$0$0
ERIK JANAS
DIRECTOR (AS OF 9/24)1.00.1Yes (X)$0$0$0
ERIKA RUDIN-LURIA
DIRECTOR1.00.1Yes (X)$0$0$0
FELTON THOMAS JR
DIRECTOR1.00.1Yes (X)$0$0$0
FIONA CHAMBER
DIRECTOR (AS OF 12/24)1.00.1Yes (X)$0$0$0
GEORGE A SAMPLE
DIRECTOR1.00.1Yes (X)$0$0$0
HARRIET APPLEGATE
DIRECTOR1.00.2Yes (X)$0$0$0
HOWARD W HANNA
DIRECTOR (THRU 9/24)1.00.1Yes (X)$0$0$0
INDIA BIRDSONG TERRY
DIRECTOR1.00.1Yes (X)$0$0$0
JASMIN SANTANA
DIRECTOR1.00.1Yes (X)$0$0$0
JEFFERY K PATTERSON
DIRECTOR1.00.1Yes (X)$0$0$0
JENICE CONTRERAS
DIRECTOR1.00.1Yes (X)$0$0$0
JESSICA MATIA
DIRECTOR (THRU 9/24)1.00.1Yes (X)$0$0$0
JOHN R CORLETT
DIRECTOR (THRU 9/24)1.00.1Yes (X)$0$0$0
JOY JOHNSON
DIRECTOR1.00.1Yes (X)$0$0$0
JUSTIN BIBB
DIRECTOR1.00.1Yes (X)$0$0$0
KEITH J LIBMAN
DIRECTOR1.00.4Yes (X)$0$0$0
KEVIN MARTIN
DIRECTOR1.00.1Yes (X)$0$0$0
KIP BOLLIN
DIRECTOR1.00.1Yes (X)$0$0$0
LEONARDO DICOSIMO
DIRECTOR (9/24-11/24)1.00.1Yes (X)$0$0$0
LORNA WISHAM
DIRECTOR1.00.2Yes (X)$0$0$0
MARK MEDER
DIRECTOR (AS OF 9/24)1.00.1Yes (X)$0$0$0
MATT CAROLL
DIRECTOR (THRU 9/24)1.00.1Yes (X)$0$0$0
MAYNARD A BUCK
DIRECTOR1.00.1Yes (X)$0$0$0
MELISSA MAKI
DIRECTOR1.00.1Yes (X)$0$0$0
MICHAEL BASTON
DIRECTOR1.00.1Yes (X)$0$0$0
MICHELLE L CONNELL
DIRECTOR (THRU 9/24)1.00.1Yes (X)$0$0$0
MIRANDA CREEL
DIRECTOR (AS OF 12/24)1.00.1Yes (X)$0$0$0
NABIL CHEHADE
DIRECTOR1.00.1Yes (X)$0$0$0
NICK KOMPARE
DIRECTOR (AS OF 9/24)2.00.2Yes (X)$0$0$0
PATRICK GAREAU
DIRECTOR1.00.1Yes (X)$0$0$0
PATRICK M PASTORE
DIRECTOR (THRU 9/24)1.00.4Yes (X)$0$0$0
PAUL L WELLENER IV
DIRECTOR1.00.2Yes (X)$0$0$0
RONN RICHARD
DIRECTOR (THRU 9/24)1.00.2Yes (X)$0$0$0
RYAN PUENTE
DIRECTOR1.00.2Yes (X)$0$0$0
SHARI OBRENSKI
DIRECTOR1.00.1Yes (X)$0$0$0
STEFFANY LARKINS
DIRECTOR1.00.1Yes (X)$0$0$0
STEPHEN HOFFMAN
DIRECTOR1.00.1Yes (X)$0$0$0
SUSAN D KRANTZ
DIRECTOR1.00.2Yes (X)$0$0$0
TOMISLAV MIHALJEVIC
DIRECTOR1.00.1Yes (X)$0$0$0
WARREN MORGAN
DIRECTOR1.00.1Yes (X)$0$0$0
DEBORAH ENTY
CHIEF FINANCE, CFO (THRU 8/24)37.03.0Yes (X)$149,577$0$22,571
MICHAEL BEEDLES
CHIEF FINANCIAL OFFICER (AS OF 1/25)38.02.0Yes (X)$0$0$0
KENNETH SURRATT
CHIEF COMMUNITY INVESTMENT & RESOURCE DEVELOPMENT38.02.0$187,727$0$30,132Yes (X)
KRISTIN POPELMAYER
CHIEF BRAND MARKETING & COMMUNICATIONS38.02.0$143,777$0$38,084Yes (X)
MICHAEL BROWN
SENIOR DIRECTOR, HR38.02.0$130,878$0$45,340Yes (X)
RUTH DOBRANIC
SENIOR DIRECTOR, FINANCE38.02.0$134,901$0$29,115Yes (X)
TOI COMER
VP RESOURCE DEVELOPMENT38.02.0$147,907$0$9,697Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,297,700TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$259,538TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K13IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
HEATH ANALYTICS LLC
20 DERBY DRIVEWASHINGTONPA15301IT CONSULTING SERVICES$418,721
BDO USA
PO BOX 642743PITTSBURGHPA152642743TAX & AUDIT SERVICES$161,172
MERIDIAN MANAGEMENT PARTNERS
39 NEWGATE ROADPITTSBURGHPA15202FINANCIAL CONSULTING SERVICES$129,472
COMMUNITY COUSELING SERVICES
527 MADISON AVENUENEW YORKNY10022DEVELOPMENT CONSULTING SERVICES$101,200
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
Fundraising$68,950FundraisingAmt
All Other Contributions$13,952,544AllOtherContributionsAmt
Total Contributions$14,021,494TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM FEESDesc
Business900099BusinessCd
Total Revenue Column$2,734,171TotalRevenueColumnAmt
Related Or Exempt Func Income$2,734,171RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,734,171TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$621,271TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$621,271ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,845,263SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,654,862SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$190,401SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$190,401TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$190,401ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$92,507FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$68,950ContriRptFundraisingEventAmt
Fundraising Direct Expenses$90,111FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,396TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,396ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS REVENUEDesc
Business900099BusinessCd
Total Revenue Column$112,812TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$112,812ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$112,812OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,682,545TotalRevenueColumnAmt
Related Or Exempt Func Income$2,734,171RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$926,880ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,479,916TotalAmt
Program Services$2,479,916ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$535,461TotalAmt
Program Services$273,085ProgramServicesAmt
Management And General$64,255ManagementAndGeneralAmt
Fundraising$198,121FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$5,915,853TotalAmt
Program Services$3,095,717ProgramServicesAmt
Management And General$596,603ManagementAndGeneralAmt
Fundraising$2,223,533FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$75,511TotalAmt
Program Services$34,377ProgramServicesAmt
Management And General$14,228ManagementAndGeneralAmt
Fundraising$26,906FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,556,176TotalAmt
Program Services$732,363ProgramServicesAmt
Management And General$258,432ManagementAndGeneralAmt
Fundraising$565,381FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$474,615TotalAmt
Program Services$246,070ProgramServicesAmt
Management And General$48,915ManagementAndGeneralAmt
Fundraising$179,630FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$42,190TotalAmt
Program Services$0ProgramServicesAmt
Management And General$42,190ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$219,820TotalAmt
Program Services$0ProgramServicesAmt
Management And General$219,820ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$78,000TotalAmt
Program Services$78,000ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$101,200TotalAmt
Fundraising$101,200FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$49,495TotalAmt
Program Services$0ProgramServicesAmt
Management And General$49,495ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,544,977TotalAmt
Program Services$1,314,445ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$230,532FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$418,537TotalAmt
Program Services$174,055ProgramServicesAmt
Management And General$85,825ManagementAndGeneralAmt
Fundraising$158,657FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$980,513TotalAmt
Program Services$363,307ProgramServicesAmt
Management And General$207,107ManagementAndGeneralAmt
Fundraising$410,099FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$496,134TotalAmt
Program Services$134,395ProgramServicesAmt
Management And General$224,224ManagementAndGeneralAmt
Fundraising$137,515FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$10,208TotalAmt
Program Services$9,050ProgramServicesAmt
Management And General$223ManagementAndGeneralAmt
Fundraising$935FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$154,340TotalAmt
Program Services$63,498ProgramServicesAmt
Management And General$24,342ManagementAndGeneralAmt
Fundraising$66,500FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$366,238TotalAmt
Program Services$0ProgramServicesAmt
Management And General$366,238ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$554,019TotalAmt
Program Services$149,572ProgramServicesAmt
Management And General$277,033ManagementAndGeneralAmt
Fundraising$127,414FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$164,920TotalAmt
Program Services$51,123ProgramServicesAmt
Management And General$63,587ManagementAndGeneralAmt
Fundraising$50,210FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DUES & SUBSCRIPTIONS$50,827$15,666$20,944$14,217
MISCELLANEOUS EXPENSES$46,437$33,132$12,035$1,270

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$16,315,387TotalAmt
Program Services$9,247,771ProgramServicesAmt
Management And General$2,575,496ManagementAndGeneralAmt
Fundraising$4,492,120FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,833,023BOYAmt
EOY$1,819,496EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$7,355,858BOYAmt
EOY$2,904,648EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,663,036BOYAmt
EOY$7,554,690EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,240,385BOYAmt
EOY$1,203,553EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$489,096BOYAmt
EOY$703,064EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$24,620,287LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$13,225,211LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$11,927,681BOYAmt
EOY$11,395,076EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$3,022,119BOYAmt
EOY$2,378,408EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$9,221,176BOYAmt
EOY$13,297,891EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$44,752,374BOYAmt
EOY$41,256,826EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,464,791BOYAmt
EOY$2,646,901EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$12,383,569BOYAmt
EOY$6,656,534EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$7,007,443BOYAmt
EOY$6,802,416EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,704,540BOYAmt
EOY$2,153,943EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$24,560,343BOYAmt
EOY$18,259,794EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,632,301BOYAmt
EOY$6,734,025EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,559,730BOYAmt
EOY$16,263,007EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,192,031BOYAmt
EOY$22,997,032EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$44,752,374BOYAmt
EOY$41,256,826EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,367,158ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$667,568NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$770,275OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,888,003CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,271,033CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,199,755CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,582,757CurrentTaxYearMinus1YearAmt
Current Tax Year$14,021,494CurrentTaxYearAmt
Total$81,963,042TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,888,003CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,271,033CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,199,755CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,582,757CurrentTaxYearMinus1YearAmt
Current Tax Year$14,021,494CurrentTaxYearAmt
Total$81,963,042TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$23,260,467SubstantialContributorsTotAmt
Public Support Total170$58,702,575PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$99,827CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$303,806CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$605,982CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$517,351CurrentTaxYearMinus1YearAmt
Current Tax Year$621,271CurrentTaxYearAmt
Total$2,148,237TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$104,660CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$104,660TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,981CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$220,553CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$448,899CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$180,196CurrentTaxYearMinus1YearAmt
Current Tax Year$112,812CurrentTaxYearAmt
Total$971,441TotalAmt
FieldValueIRS element (for citing)
Total Support$85,187,380TotalSupportAmt
Gross Receipts Rltd Activities$17,439,550GrossReceiptsRltdActivitiesAmt
Public Support CY1700.68910PublicSupportCY170Pct
Public Support PY1700.6417PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - MISCELLANEOUS INCOME, COLUMN A - 8981.0, COLUMN B - 220553.0, COLUMN C - 448899.0, COLUMN D - 180196.0, COLUMN E - 112812.0, COLUMN F - 971441.0;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$78,000FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$78,000FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$11,745,267FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$11,823,267FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$741,163FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$185,291FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$741,163CurrentYearAmt
Total$3,741,163TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$5,611,745LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$35,000CurrentYearMinus3Amt
Current Year Minus2$42,000CurrentYearMinus2Amt
Current Year Minus1$42,000CurrentYearMinus1Amt
Current Year$78,000CurrentYearAmt
Total$197,000TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$185,291CurrentYearAmt
Total$935,291TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,402,936GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$35,000CurrentYearMinus3Amt
Current Year Minus2$42,000CurrentYearMinus2Amt
Current Year Minus1$42,000CurrentYearMinus1Amt
Current Year$78,000CurrentYearAmt
Total$197,000TotalAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,812,083BeginningYearBalanceAmt
Investment Earnings Or Losses$471,872InvestmentEarningsOrLossesAmt
Other Expenditures$1,465,545OtherExpendituresAmt
Administrative Expenses$22,436AdministrativeExpensesAmt
End Year Balance$3,795,974EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,546,724BeginningYearBalanceAmt
Investment Earnings Or Losses$545,628InvestmentEarningsOrLossesAmt
Other Expenditures$1,257,446OtherExpendituresAmt
Administrative Expenses$22,823AdministrativeExpensesAmt
End Year Balance$4,812,083EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,013,445BeginningYearBalanceAmt
Investment Earnings Or Losses$570,453InvestmentEarningsOrLossesAmt
Administrative Expenses$37,174AdministrativeExpensesAmt
End Year Balance$5,546,724EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,479,730BeginningYearBalanceAmt
Investment Earnings Or Losses-$2,079,790InvestmentEarningsOrLossesAmt
Other Expenditures$350,000OtherExpendituresAmt
Administrative Expenses$36,495AdministrativeExpensesAmt
End Year Balance$5,013,445EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,212,422BeginningYearBalanceAmt
Investment Earnings Or Losses$1,377,692InvestmentEarningsOrLossesAmt
Other Expenditures$1,050,460OtherExpendituresAmt
Administrative Expenses$59,924AdministrativeExpensesAmt
End Year Balance$7,479,730EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.42BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.58PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$512,500OtherCostOrOtherBasisAmt
Book Value$512,500BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$17,713,552OtherCostOrOtherBasisAmt
Depreciation$7,024,421DepreciationAmt
Book Value$10,689,131BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,394,235OtherCostOrOtherBasisAmt
Depreciation$6,200,790DepreciationAmt
Book Value$193,445BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$11,395,076TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Closely-held equity interests
Financial derivatives
HELD AT COMMUNITY FOUNDATION$1,869,984F
FIXED INCOME ALTERNATIVE INVESTMENT$508,424F
FieldValueIRS element (for citing)
Total Book Value Securities$2,378,408TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION$12,995,553
INTEREST RATE SWAP$302,338
FieldValueIRS element (for citing)
Total Book Value Other Assets$13,297,891TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Federal Income Taxes
OTHER LIABILITIES$1,111,325
PENSION LIABILITY$1,042,618
FieldValueIRS element (for citing)
Total Liability$2,153,943TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$0RevenueSubtotalAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$0TotalRevenuePerForm990Amt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$0ExpensesSubtotalAmt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$0TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part IV, Line 2b ESCROW OR CUSTODIAL ACCOUNT LIABILITYCUSTODIAL FUNDS ARE AMOUNTS HELD BY UNITED WAY OF GREATER CLEVELAND THAT LEGALLY BELONG TO UNRELATED AND RELATED ENTITIES. ACCORDINGLY, THESE AMOUNTS ARE RECORDED AS BOTH AN ASSET AND LIABILITY OF THE ORGANIZATION. THE ORGANIZATION DID NOT HOLD ANY CUSTODIAL FUNDS FOR FISCAL YEAR END JUNE 30, 2025.
Schedule D, Part V, Line 4 Intended uses of endowment fundsUNITED WAY'S SPENDING POLICY IS TO USE 4% OF A THREE YEAR ROLLING AVERAGE OF THE QUASI ENDOWMENT FUND AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS FOR SPECIFIC PURPOSES. THE ORGANIZATION USES THESE FUNDS FOR THE CAPITAL NEEDS OF THE ORGANIZATION AND CERTAIN OPERATING COSTS.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteUNCERTAIN INCOME TAX POSITIONS ARE EVALUATED AT LEAST ANNUALLY BY MANAGEMENT. UNITED WAY OF GREATER CLEVELAND CLASSIFIES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS AS INCOME TAX EXPENSE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. AS OF JUNE 30, 2025, THE ORGANIZATION HAS IDENTIFIED NO UNCERTAIN INCOME TAX POSITIONS AND HAS INCURRED NO AMOUNTS FOR INCOME TAX PENALTIES AND INTEREST FOR THE YEAR THEN ENDED.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY COUNSELING SERVICES CO LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 82AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19182ZIPCd
FieldValueIRS element (for citing)
ActivityDEVELOPMENT CONSULTING SVCS.ActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$101,200RetainedByContractorAmt
Net To Organization-$101,200NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$0TotalGrossReceiptsAmt
Total Retained By Contractors$101,200TotalRetainedByContractorsAmt
Total Net To Organization-$101,200TotalNetToOrganizationAmt
Licensed StatesOHLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1SIGNATURE EVENTEvent1Nm
Gross Receipts Event1$131,930GrossReceiptsEvent1Amt
Charitable Contri Event1$63,450CharitableContriEvent1Amt
Gross Revenue Event1$68,480GrossRevenueEvent1Amt
Rent Facility Costs Event1$5,331RentFacilityCostsEvent1Amt
Food And Beverage Event1$19,143FoodAndBeverageEvent1Amt
Entertainment Event1$22,500EntertainmentEvent1Amt
Other Direct Expenses Event1$19,528OtherDirectExpensesEvent1Amt
Event2EMERGING LEADERSEvent2Nm
Gross Receipts Event2$29,527GrossReceiptsEvent2Amt
Charitable Contri Event2$5,500CharitableContriEvent2Amt
Gross Revenue Event2$24,027GrossRevenueEvent2Amt
Rent Facility Costs Event2$17,990RentFacilityCostsEvent2Amt
Food And Beverage Event2$4,175FoodAndBeverageEvent2Amt
Entertainment Event2$0EntertainmentEvent2Amt
Other Direct Expenses Event2$1,444OtherDirectExpensesEvent2Amt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Gross Receipts Total$161,457GrossReceiptsTotalAmt
Charitable Contributions Tot$68,950CharitableContributionsTotAmt
Gross Revenue Total Events$92,507GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$23,321RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$23,318FoodAndBeverageTotalEventsAmt
Entertainment Total Events$22,500EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$20,972OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$90,111DirectExpenseSummaryEventsAmt
Net Income Summary$2,396NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (18 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ENTERPRISE COMMUNITY
812 HURON ROADCLEVELANDOH44115521231931501(C) (3)$175,000HOUSING STABILITY
LUTHERAN METROPOLITIAN MINISTRY
4515 SUPERIOR AVECLEVELANDOH44113341043756501(C) (3)$175,000HOUSING STABILITY
ASIA SERVICES IN ACTION INC
3631 PERKINS AVECLEVELANDOH44114341798850501(C) (3)$150,000ECONOMIC MOBILITY
LEGAL AID SOCIETY OF CLEVELAND
4115 BRIDGE AVECLEVELANDOH44113340866026501(C) (3)$150,000ECONOMIC MOBILITY
LEXINGTON BELL COMMUNITY CENTER
7724 LEXINGTON AVECLEVELANDOH44103341117206501(C) (3)$150,000ECONOMIC MOBILITY
HUNGER NETWORK
4415 EUCLID AVENUECLEVELANDOH44103341810545501(C) (3)$140,000HEALTH PATHWAYS
PASSAGES INC
4600 CARNEGIE AVENUECLEVELANDOH44103510455278501(C) (3)$125,000ECONOMIC MOBILITY
RAVENWOOD HEALTH
12557 RAVENWOOD DRCHARDONOH44024346573631501(C) (3)$125,000ECONOMIC MOBILITY
CLEVELAND RAPE CRISIS CENTER
2937 WEST 25TH STREETCLEVELANDOH44113510164315501(C) (3)$125,000HEALTH PATHWAYS
BLACK CHILD DEVEOPMENT INSTITUTE OHIO
PO BOX 22875CLEVELANDOH44122823985002501(C) (3)$100,000ECONOMIC MOBILITY
CLEVELAND CENTERS FOR ARTS & TECH
3634 EUCLID AVECLEVELANDOH44115271193704501(C) (3)$100,000ECONOMIC MOBILITY
MILESTONE AUTISM RESOURCES
4853 GALAXY PARKWAYCLEVELANDOH44128200721205501(C) (3)$100,000ECONOMIC MOBILITY
TOWARDS EMPLOYMENT INC
1255 EUCLID AVENUE SUITE 300CLEVELANDOH44115341578831501(C) (3)$100,000ECONOMIC MOBILITY
YWCA OF GREATER CLEVELAND
4019 PROSPECT AVENUECLEVELANDOH44103340714800501(C) (3)$100,000ECONOMIC MOBILITY
FOOD STRONG
1901 TRAIN AVENUE DOWNCLEVELANDOH44113831580187501(C) (3)$100,000HEALTH PATHWAYS
SPANISH AMERICAN COMMITTEE FOR A BETTER COMMUNITY
4407 LORAIN AVENUECLEVELANDOH44113341028559501(C) (3)$100,000HEALTH PATHWAYS
CATHOLIC CHARITIES CORPORATION
602 SOUTH ST STE D1CHARDONOH44024341318541501(C) (3)$100,000HEALTH PATHWAYS
AXESSPOINTE COMMUNITY HEALTH CENTER
13211 AQUILLA RDCHARDONOH44024341735884501(C) (3)$100,000HOUSING STABILITY
FieldValueIRS element (for citing)
Total501c3 Org18Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant fundsFormAndLineReferenceDesc
ExplanationUNITED WAY OF GREATER CLEVELAND CLOSELY MONITORS THE USE OF GRANT FUNDS VIA A PROCESS WHICH INCLUDES A PROGRAM REVIEW AND OUTCOME MEASUREMENT OF PROGRAM RESULTS. EACH PROGRAM GRANTEE SUBMITTED A PROPOSAL FOR THE PROGRAM TO BE FUNDED AND WILL BE EVALUATED BASED ON THE OUTCOMES RESULTING FROM THE PROGRAM ACTIVITIES.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Discretionary Spending AcctYes (X)DiscretionarySpendingAcctInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
SHARON SOBOL JORDAN
PRESIDENT & CEO$402,933$0$0$0$0$0$53,000$0$31,599$0$487,532$0$0$0
DEBORAH ENTY
CHIEF FINANCE, CFO (THRU 8/24)$149,577$0$0$0$0$0$7,200$0$15,371$0$172,148$0$0$0
TOI COMER
VP RESOURCE DEVELOPMENT$147,907$0$0$0$0$0$5,528$0$4,169$0$157,604$0$0$0
KRISTIN POPELMAYER
CHIEF BRAND MARKETING & COMMUNICATIONS$143,777$0$0$0$0$0$23,000$0$15,084$0$181,861$0$0$0
KENNETH SURRATT
CHIEF COMMUNITY INVESTMENT & RESOURCE DEVELOPMENT$187,727$0$0$0$0$0$15,000$0$15,132$0$217,859$0$0$0
MICHAEL BROWN
SENIOR DIRECTOR, HR$130,878$0$0$0$0$0$2,400$0$42,940$0$176,218$0$0$0
RUTH DOBRANIC
SENIOR DIRECTOR, FINANCE$134,901$0$0$0$0$0$3,330$0$25,785$0$164,016$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a Discretionary spending accountTHE CEO HAS A DISCRETIONARY FUND DESIGNATED FOR APPROPRIATE BUSINESS PURPOSES, PRIMARILY USED FOR OUT-OF-BUDGET ITEMS. ALL EXPENDITURES ALIGN WITH ORGANIZATIONAL GOALS AND ARE SUBJECT TO INTERNAL REVIEW.
Schedule J, Part I, Line 1a Health or social club dues or initiation feesA SOCIAL CLUB MEMBERSHIP IS PROVIDED TO THE PRESIDENT AND CEO OF UNITED WAY OF GREATER CLEVELAND TO BE USED TO CONDUCT UNITED WAY BUSINESS. DOCUMENTATION IS PROVIDED FOR THE REIMBURSEMENT OF ALL DUES AND OTHER REIMBURSABLE EXPENSES FOR THE MEMBERSHIP.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planSHARON SOBOL JORDAN, PRESIDENT & CEO PARTICIPATES IN A 457(F) PLAN. NO EMPLOYER CONTRIBUTIONS WERE MADE DURING THE YEAR.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services(Expenses $ 432,281 including grants of $ 0)(Revenue $ 950,597) HOUSING STABILITY SERVICES HELP TO DECREASE THE LIKELIHOOD OF SYSTEMATIC AND GENERATIONAL POVERTY BY CREATING A FOUNDATION TO DECREASE HOMELESSNESS AND ENSURE HOUSING IS SAFE, SECURE AND STABLE. APPROXIMATELY 30,000 LEADERSHIP IN ENERGY AND ENVIRONMENTAL DESIGN (LEED) SAFE CERTIFICATES HAVE BEEN ISSUED AS PART OF THE COALITION.
Form 990, Part III, Line 4d Description of other program services(Expenses $ 330,903 including grants of $ 0)(Revenue $ 161,088) HEALTH PATHWAY SERVICES, OUTREACH ACTIVITIES AND PROGRAM TARGET THE MEDICAL AND SOCIAL DETERMINANTS OF HEALTH, ADDRESSING IMMEDIATE NEEDS AS WELL AS THE LONG TERM WELL BEING OF RESIDENTS. APPROXIMATELY 700 CHRONICALLY ILL ADULTS RECEIVED MEDICALLY TAILORED HOME DELIVERED MEALS AND ASSISTANCE TO ADDRESS HEALTH RELATED SOCIAL NEEDS. APPROXIMATELY 40 FOOD PANTRIES RECEIVED FUNDING, SUPPLIES AND MAINTENANCE TO SUSTAIN THE PANTRIES EFFECTIVELY.
Form 990, Part VI, Line 15b PROCESS OF DETERMINING COMPENSATIONTHE PRESIDENT & CEO SETS THE COMPENSATION FOR THE OTHER OFFICERS AND KEY EMPLOYEES BASED ON SALARY DATA THAT IS UPDATED PERIODICALLY OR SOONER AS NEEDED.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyFORM 990 WAS PREPARED BY A NATIONAL ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCE DEPARTMENT. A DRAFT FORM 990 WAS PRESENTED TO THE FINANCE COMMITTEE FOR REVIEW AND THEN PROVIDED TO THE BOARD OF DIRECTORS BEFORE IT WAS FILED WITH THE INTERNAL REVENUE SERVICE.
Form 990, Part VI, Line 12c Conflict of interest policyALL BOARD MEMBERS AND EMPLOYEES COMPLETE CONFLICT OF INTEREST STATEMENTS ANNUALLY, AS WELL AS DURING THE NEW HIRE PROCESS. THESE STATEMENTS ARE REVIEWED BY THE BOARD AND STAFF TO ENSURE THERE ARE NO CONFLICTS OF INTEREST.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialA COMMITTEE CONSISTING OF SEVERAL BOARD OF DIRECTORS REVIEW THE PRESIDENT & CEO COMPENSATION AND BENEFITS THAT ARE OUTLINED ON THE TERMS OF EMPLOYMENT CONTRACT. THE COMMITTEE UTILIZES DATA AS SET FORTH IN EMPLOYMENT CONTRACT TO SUBSTANTIATE ANY RECOMMENDED ADJUSTMENTS.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesTHE PRESIDENT & CEO SETS THE COMPENSATION FOR THE OTHER OFFICERS AND KEY EMPLOYEES BASED ON SALARY DATA THAT IS UPDATED PERIODICALLY OR SOONER AS NEEDED.
Form 990, Part VI, Line 19 Required documents available to the publicTHE ORGANIZATION'S FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON ITS WEBSITE AND ARE AVAILABLE UPON REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesOTHER COMPONENTS OF NET PERIODIC PENSION COST - 4113; CHANGE IN INTEREST RATE SWAP - -276692; PENSION-RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST - 388101; ASSETS FROM DISSOLUTION OF UNITED WAY OF GEAUGA COUNTY - 654753; Total - 770275;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY PROPERTIES LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11331 EUCLID AVENUEAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44115ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesPROPERTY MANAGEMENTPrimaryActivitiesTxt
Legal Domicile StateOHLegalDomicileStateCd
Total Income$0TotalIncomeAmt
End Of Year Assets$0EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1UWGCBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
UNITED WAY OF GEAUGA COUNTY
209 CENTER STREETCHARDONOH44024205575556COMM ADVANCEOH501(c)(3)7UWGCYes (true)
CLEVELAND COMMUNITY FUND
1331 EUCLID AVENUECLEVELANDOH44115340714586SUPPORT ORGANIZATIONOH501(c)(3)Type INAfalse
UW GREATER CLEVELAND PHILANTHROPIC FUND
1331 EUCLID AVENUECLEVELANDOH44115842305005SUPPORT ORGANIZATIONOH501(c)(3)Type IUWGCYes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd