2024-05-02T15:32:11-05:00 2023-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 201 EAST FIFTH ST STE 2100 CINCINNATI OH 45202 990 2022-07-01 310734490 BUTLER COUNTY UNITED WAY BUTL 5138630800 323 NORTH THIRD STREET HAMILTON OH 45011 PAMELA R COTTLE PRESIDENT AND CEO 5138630800 2024-05-01 1 PAMELA COTTLE 999009999 0 X ANNAMARIE REILLY CPA P00431897 5135791717 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z PAMELA R COTTLE 323 NORTH THIRD STREET HAMILTON OH 45011 1705400 0 X WWW.BC-UNITEDWAY.ORG X 1920 OH CONNECT RESOURCES TO IMPORTANT COMMUNITY NEEDS 15 15 8 618 0 0 2520587 1657885 0 0 18327 17485 -8752 -6155 2530162 1669215 1026753 1037019 0 0 377206 380856 0 0 222320 203042 209581 1607001 1627456 923161 41759 2626901 2702374 1134124 1110069 1492777 1592305 X CONNECT RESOURCES TO IMPORTANT COMMUNITY NEEDS. THE ORGANIZATION FOCUSES ON THE MOST IMPORTANT HUMAN SERVICE NEEDS FACING THE COMMUNITY AND USES A VARIETY OF METHODS TO COMMUNICATE WITH COMMUNITY MEMBERS IN ORDER TO PRIORITIZE THE ISSUES AND DETERMINE THE PROPER SOLUTIONS TO THESE PROBLEMS WHETHER THIS MEANS GRANT WRITING, FUNDRAISING, OR COLLABORATING WITH COMMUNITY PARTNERS. THE ORGANIZATION USES COMMUNITY INPUT TO SOLVE COMMUNITY ISSUES. 0 0 259526 BUTLER COUNTY UNITED WAY CONNECTS AND MOBILIZES RESOURCES TO IMPROVE LIVES. THE RESOURCES MAY INCLUDE FUNDRAISING, GRANT WRITING, OR DEVELOPING COLLABORATIONS THAT BEST ADDRESS THE IDENTIFIED ISSUES. THE BUTLER COUNTY UNITED WAY'S EFFORTS ARE ALIGNED WITH UNITED WAY WORLDWIDE AND SURROUNDING UNITED WAYS. THE FOCUS IS BASED ON THREE BUILDING BLOCKS FOR INDIVIDUALS AND FAMILIES TO ACHIEVE THEIR HUMAN POTENTIAL THROUGH EDUCATION, INCOME, AND HEALTH. 1037019 1037019 THERE ARE THREE SEPARATE ACTION COUNCILS TO FOCUS ON EACH BUILDING BLOCK, THOSE ARE EDUCATION, INCOME (SELF SUFFICIENCY) AND HEALTH. EACH COUNCIL IS COMPOSED OF COMMUNITY EXPERTS AND PROGRAM EXPERTS, WHO DEVELOPED THE PROPOSED STRATEGIES AND MEASURABLE INDICATORS FOR THE RFPS RELEASED TO ALL NON-PROFITS IN BUTLER COUNTY. THE THREE COUNCILS' MEMBERS MANAGED THE PROCESS, INCLUDED REVIEWING ALL PROPOSALS, AND THEN MAKING AWARDS TO THOSE MOST IN ALIGNMENT WITH THE OUTCOMES IDENTIFIED IN THE RFP. RECOMMENDATIONS OF THE THREE COUNCILS ARE SUBMITTED FOR APPROVAL TO THE BOARD OF TRUSTEES FOR A FINAL DETERMINATION. 1296545 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 10 0 1 8 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X KATHY SWINNEY 5138630800 323 NORTH THIRD STREET HAMILTON OH 45011 PETER ABNER MEMBER 0.80 X 0 0 0 JAMIE AGULAR MEMBER 0.80 X 0 0 0 MARCIA ANDREW MEMBER 0.80 X 0 0 0 SUSAN BREMER MEMBER 0.80 X 0 0 0 JEFF EBERLEIN MEMBER 0.80 X 0 0 0 MICHAEL HOLBROOK MEMBER 0.80 X 0 0 0 SHARON KLEIN MEMBER 0.80 X 0 0 0 KIM MCKINNEY MEMBER 0.80 X 0 0 0 QUINTON MOSS MEMBER 0.80 X 0 0 0 RON ROHLFING MEMBER 0.80 X 0 0 0 WALLY ZANCAN MEMBER 0.80 X 0 0 0 LARRY MULLIGAN CHAIRPERSON 0.80 X X 0 0 0 ANDREW SCHNELL VICE CHAIRPERSON 0.80 X X 0 0 0 NABILA AHMAD SECRETARY 0.80 X X 0 0 0 KEVIN MCKINNEY TREASURER 0.80 X X 0 0 0 KRYSTAL TIPTON PRESIDENT/CEO UNTIL 4/28/23 40.00 X 90438 0 13311 PAMELA COTTLE INTERIM PRESIDENT/CEO 40.00 X 0 0 0 90438 0 13311 0 0 0 0 0 737236 38175 86022 796452 34896 1657885 16962 16962 18656 18133 523 523 523 11897 38175 18052 -6155 -6155 1669215 0 0 11330 1037019 1037019 87940 38695 8794 40451 226084 100471 21556 104057 41283 24667 1016 15600 25549 10285 4608 10656 200 103 21 76 23151 11871 2476 8804 6300 6300 7020 3599 751 2670 16234 8611 1208 6415 21026 8012 8982 4032 50310 14471 25068 10771 3013 1551 1388 74 600 306 41 253 20610 20610 3527 1552 529 1446 EQUIP MAINTENANCE & REN 41674 22156 3508 16010 AWARDS AND INCENTIVES 13556 11904 1525 127 MEMBERSHIP DUES 2360 1272 210 878 1627456 1296545 108591 222320 496711 453427 272596 264922 522012 578590 516560 513464 6623 3096 459365 555592 869594 846747 2626901 2702374 15187 15482 130111 89729 988826 1004858 1134124 1110069 X 722444 802872 770333 789433 1492777 1592305 2626901 2702374 X 41759 86082 21687 -50000 X X 0 1 X 1 0 X 1873870 2123314 1644767 2520587 1657885 9820423 1873870 2123314 1644767 2520587 1657885 9820423 2859605 6960818 18744 11752 10787 13721 16962 71966 9892389 9118 0.70370 0.72130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 213238 2864 216102 213242 -4 213238 213610 -368 213242 209810 3800 213610 205986 3824 209810 1.00000 0.00000 0.00000 1 0 389356 386260 3096 127204 127204 0 3096 BENEFICIAL INTEREST 846747 846747 ALLOCATIONS PAYABLE 1004858 1004858 X 1529191 86082 40000 126082 1403109 6300 259806 266106 1669215 1451350 40000 40000 1411350 6300 209806 216106 1627456 PART IV, LINE 2B: DESIGNATIONS PAYABLE TO OTHER UNITED WAY ORGANIZATIONS: FUNDS RECEIVED OR RECEIVABLE THAT MUST BE DISTRIBUTED TO OTHER UNITED WAY AGENCIES ARE CLASSIFIED AS AN ASSET AND A CORRESPONDING LIABILITY IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION. SINCE THE ORGANIZATION ACTS AS THE CUSTODIAL AGENT OF THESE FUNDS, NO AMOUNTS ARE RECOGNIZED IN NET CAMPAIGN REVENUE IN THE ACCOMPANYING STATEMENTS OF ACTIVITIES. AS OF JUNE 30, 2023 AND 2022, THE ORGANIZATION OWED $89,729 AND $80,924 TO OTHER UNITED WAY AGENCIES. THE ORGANIZATION ACTS AS A FISCAL AGENT FOR OTHER NONPROFIT AGENCIES. THE ORGANIZATION MAINTAINS SEPARATE LEDGER AND SELF-BALANCING ACCOUNTS FOR RESTRICTED CASH AND THE RELATED AMOUNTS DUE TO OTHER NONPROFIT AGENCIES. AS OF JUNE 30, 2023 AND 2022, THE ORGANIZATION OWED $0 AND $27,500 TO OTHER FISCAL AGENCIES. PART V, LINE 4: THE BOARD DESIGNATED CASH AND INVESTMENTS FOR THE PURPOSE OF MAINTAINING APPROXIMATELY TWO TO THREE MONTHS OF RESERVES FOR FUTURE ALLOCATIONS TO SUPPORTED AGENCIES AND PROGRAMS PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"). THE ORGANIZATION IS NOT CONSIDERED A PRIVATE FOUNDATION WITHIN THE MEANING OF THE IRC. THE ORGANIZATION RECOGNIZES UNCERTAIN INCOME TAX POSITIONS USING THE "MORE-LIKELY-THAN-NOT" APPROACH AS DEFINED IN THE ASC. NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE PLEDGES 50,000. AMOUNTS DESIGNATED BY DONORS 198,141. SPECIAL EVENT EXPENSES MOVED TO STATEMENT OF FUNCTIONAL EXPENSES 11,665. PART XII, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS DESIGNATED BY DONORS 198,141. SPECIAL EVENT EXPENSES MOVED TO STATEMENT OF FUNCTIONAL EXPENSES 11,665. GOLF UNITED CLASSIC 50072 38175 11897 850 482 7160 6462 1274 1824 50072 38175 11897 850 482 7160 6462 1274 1824 18052 -6155 1 4C FOR CHILDREN 2100 SHERMAN AVE 300 CINCINNATI OH 45212 310823634 501 C (3) 10000 0 CHILD CARE TEACHING ADVANCEMENT AMERICAN RED CROSS CINCINNATI DAYTON REGION AMERICAN RED CROSS 2111 DANA AVE CINCINNATI OH 45207 530196605 501 C (3) 15000 0 EMERGENCY DISASTER SERVICES, DONOR DESIGNATIONS BIG BROTHERS BIG SISTERS 1755 S ERIE BLVD SUITE D HAMILTON OH 45011 310846147 501 C (3) 35000 0 ONE TO ONE MENTORING; DONOR DESIGNATIONS BOYS & GIRLS CLUB OF HAMILTON 958 EAST AVE HAMILTON OH 45011 310616383 501 C (3) 25000 0 AFTER SCHOOL/SUMMER YOUTH; DONOR DESIGNATIONS BUTLER COUNTY EDUCATION SERVICE CENTER 400 N ERIE BLVD A HAMILTON OH 45011 311628467 501 C (3) 30000 0 EVERY CHILD SUCCEEDS HOME VISITATION BUTLER COUNTY EDUCATION SERVICE CENTER 400 N ERIE BLVD A HAMILTON OH 45011 311628467 501 C (3) 37500 0 COMPASSION PROJECT BUTLER COUNTY SPECIAL OLYMPICS 1809 GLOUCESTER DR FAIRFIELD OH 45014 311291263 501 C (3) 17000 0 SPECIAL OLYMPICS; DONOR DESIGNATIONS CANCER FAMILY CARE 4790 RED BANK EXPRESSWAY SUITE 128 CINCINNATI OH 45227 310805286 501 C (3) 10000 0 CENTER FOR INDIVIDUAL AND FAMILY COUNSELING; DONOR DESIGNATIONS CATHOLIC CHARITIES OF SW OHIO 1910 FAIRGROVE AVE SUITE B HAMILTON OH 45011 530196617 501 C (3) 20000 0 PARENT PROJECT COLLABORATION CINCINNATI ASSOCIATION FOR THE BLIND AND VISUALLY IMPAIRED 2045 GILBERT AVENUE CINCINNATI OH 45202 310538511 501 C (3) 18000 0 VISION REHABILITATION SERVICES ENVISION PARTNERSHIPS 2935 HAMILTON MASON RD HAMILTON OH 45011 310784671 501 C (3) 30000 0 PROJECT SUCCESS; DONOR DESIGNATIONS FAIRFIELD CITY SCHOOL DISTRICT 4641 BACH LANE FAIRFIELD OH 45011 316000798 501 C (3) 9000 0 YOUTH WELLBEING & RESILIENCY; DONOR DESIGNATIONS FAMILY PROMISE OF BUTLER COUNTY INC PO BOX 95 HAMILTON OH 45012 472155537 501 C (3) 7000 0 MAINTAINING HOUSING STABILITY FOCUS ON YOUTH INC 8904 BROOKSIDE AVE WEST CHESTER TOWNSHIP OH 45069 311346995 501 C (3) 15000 0 THE CONNECT PROJECT GREAT MIAMI VALLEY YMCA 105 N 2ND STREET HAMILTON OH 45011 310536719 501 C (3) 30000 0 BTW COLLABORATION; DONOR DESIGNATIONS HAMILTON LIVING WATER MINISTRY 510 SOUTH EIGHTH ST HAMILTON OH 45011 262606598 501 C (3) 15000 0 CHILDREN AND YOUTH AFTER SCHOOL AND SUMMER DEVELOPMENT PROGRAM HOPE HOUSE RESCUE MISSION 34 S MAIN ST MIDDLETOWN OH 45044 311254976 501 C (3) 15000 0 EMERGENCY SHELTER; DONOR DESIGNATIONS OXFORD FAMILY RESOURCE CENTER 5445 COLLEGE CORNER PIKE OXFORD OH 45056 310958091 501 C (3) 12500 0 EMERGENCY FINANCIAL ASSISTANCE OXFORD SENIOR CITIZENS INC 922 TOLLGATE DRIVE OXFORD OH 45056 310934786 501 C (3) 6000 0 SENIOR AND MEDICAL TRANSPORTATION SHARED HARVEST 5901 DIXIE HWY FAIRFIELD OH 45014 311096571 501 C (3) 43600 0 COMPREHENSIVE HUNGER RELIEF PROGRAM SERVE CITY 622 EAST AVE HAMILTON OH 45011 311746150 501 C (3) 30799 0 MOVE FORWARD HOUSING STABILITY PROGRAM SOJOURNER RECOVERY SERVICES 515 DAYTON ST HAMILTON OH 45011 311070029 501 C (3) 20000 0 PERINATAL SERVICES; DONOR DESIGNATIONS TALAWANDA OXFORD PANTRY AND SOCIAL SERVICES 400 W WITHROW STREET OXFORD OH 45056 510596248 501 C (3) 12500 0 FOOD ASSISTANCE; DONOR DESIGNATIONS WOMEN HELPING WOMEN 215 E 9TH ST CINCINNATI OH 45202 310864991 501 C (3) 25000 0 BUTLER COUNTY RAPE CRISES; DONOR DESIGNATIONS YWCA 244 DAYTON ST HAMILTON OH 45011 310537167 501 C (3) 37000 0 DOVE HOUSE; DONOR DESIGNATIONS ABILITIES FIRST 4710 TIMBER TRAIL DRIVE MIDDLETOWN OH 45044 310620685 501 C (3) 20000 0 ABILITIES FIRST CHILDREN'S SERVICES CATHOLIC CHARITIES OF SW OHIO 1910 FAIRGROVE AVE SUITE B HAMILTON OH 45011 530196617 501 C (3) 25000 0 MENTAL HEALTH COMMUNITY BUILDING INSTITUTE MIDDLETOWN INC 800 LAFAYETTE AVE MIDDLETOWN OH 45044 465205808 501 C (3) 35000 0 CRADLE TO CAREER CONTINUUM HOPE'S CLOSET 9850 PRINCETON GLENDALE SUITE C WEST CHESTER TOWNSHIP OH 45246 473922125 501 C (3) 10000 0 HOPE'S CLOSET FOSTER PARENT COMMUNITY OF SUPPORT PARACHUTE BUTLER COUNTY CASA 284 N FAIR AVE HAMILTON OH 45011 311230170 501 C (3) 30000 0 A VOICE FOR ABUSED CHILDREN THE SALVATION ARMY MIDDLETOWN CORPS 1914 FIRST AVE MIDDLETOWN OH 45044 135562351 501 C (3) 17000 0 EMERGENCY ASSISTANCE 31 0 PART I, LINE 2: FUNDING DECISIONS ARE DETERMINED USING THE FOLLOWING PROGRAM OUTCOMES REVIEW, UNITED WAY'S FUNDING AGREEMENT CRITERIA, AVAILABLE FUNDS PER IMPACT AREA OUTCOME AND PROGRAM DEVELOPMENT TECHNICAL SUPPORT WAS OFFERED TO ALL AGENCIES THROUGHOUT THE YEAR. X 6722 FMV X SCHOOL SUPPLIES 2 26001 X TEDDY BEARS AND TOYS 6 2173 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE TRUSTEES SHALL BE CONSIDERED THE MEMBERS IN ACCORDANCE WITH OHIO REVISED CODE SECTION 1702.14, AS IT MAY BE AMENDED. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES SHALL HAVE THE CONTROL AND MANAGEMENT OF THE BUSINESS AND PROPERTY OF THE CORPORATION. IT MAY ADOPT BY-LAWS NOT INCONSISTENT WITH THESE REGULATIONS. IT MAY FILL VACANCIES, FOR UNEXPIRED TERMS, IN ITS OWN MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE COPY OF THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ASKS THE BOARD OF TRUSTEES TO DISCLOSE ANY CONFLICT OF INTEREST ISSUES ON AN ANNUAL BASIS. THE ORGANIZATION ALSO WILL ADDRESS ANY POTENTIAL CONFLICTS THAT ARISE THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION B, LINE 15A THE CEO RECEIVES AN ANNUAL PERFORMANCE REVIEW BY THE BOARD OF TRUSTEES. A FAVORABLE REVIEW LEADS TO A COMPENSATION INCREASE IF FUNDS ARE AVAILABLE. THE UNITED WAY WORLDWIDE SALARY SURVEY IS USED IN AN EFFORT TO KEEP COMPENSATION AT THE INDUSTRY STANDARD. THERE ARE NO OTHER COMPENSATED OFFICERS OR KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENT AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: PROVISION FOR UNCOLLECTIBLE PLEDGES -50,000. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES (OTHER THAN MEMBERSHIP CHANGES) TO THE AUDIT COMMITTEE.