2024-05-08T08:57:20-05:00 2023-06-30 341310124 REA & ASSOCIATES INC 2579 SHAWNEE ROAD LIMA OH 45806 990 2022-07-01 344466356 UNITED WAY OF GREATER LIMA INC UNIT 4192276341 616 SOUTH COLLETT STREET LIMA OH 45805 ERIN HARDESTY PRESIDENT & CEO 4192276341 2024-05-08 1 ERIN HARDESTY 999009999 1 PEGGY L MINNIG CPA P01076506 4193311040 2024-05-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ERIN HARDESTY 616 SOUTH COLLETT STREET LIMA OH 45805 1862944 0 X WWW.UNITEDWAYLIMA.ORG X 1953 OH TO IMPROVE LIVES BY UNITING THE CARING POWER OF OUR COMMUNITY. 20 20 5 600 0 0 2018302 1278346 0 0 66449 221479 -133487 23847 1951264 1523672 815208 785855 0 0 290951 337059 0 0 254378 460735 385953 1566894 1508867 384370 14805 5686842 5703319 197162 234064 5489680 5469255 X TO IMPROVE LIVES BY UNITING THE CARING POWER OF OUR COMMUNITY. 0 0 757962 527362 OTHER PROGRAM SERVICES: INCLUDES OTHER PROGRAM EXPENSES OF THE UNITED WAY, INCLUDING 2-1-1 SERVICES AND DESIGNATIONS TO OTHER AREAS.IN-KIND REVENUE RECEIVED IN ADVERTISING SERVICES OF $1,000 DURING THE FISCAL YEAR 146713 146713 EDUCATION: FUNDS ARE INVESTED IN PROGRAMS THROUGH THE VOLUNTEER COMMUNITY INVESTMENT PROCESS AND DOLLARS DESIGNATED BY DONORS THAT PROMOTE THE EDUCATION AND HEALTHY DEVELOPMENT OF CHILDREN FROM PRE-SCHOOL THROUGH HIGH SCHOOL AND ADULT LITERACY. 62878 62878 INCOME: FUNDS ARE INVESTED IN PROGRAMS THROUGH THE VOLUNTEER COMMUNITY INVESTMENT PROCESS AND DOLLARS DESIGNATED BY DONORS THAT PROVIDE BASIC NEEDS AND SAFETY FOR OUR CITIZENS. 48903 48903 HEALTH: FUNDS ARE INVESTED IN PROGRAMS THROUGH THE VOLUNTEER COMMUNITY INVESTMENT PROCESS AND DOLLARS DESIGNATED BY DONORS THAT PROMOTE THE HEALTH AND WELL-BEING OF OUR SENIOR CITIZENS AND OUR MOST VULNERABLE POPULATIONS. 48903 48903 1016456 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X ERIN HARDESTY 4192276341 616 SOUTH COLLETT STREET LIMA OH 45805 ANDREW GREEN BOARD MEMBER 1.00 X 0 0 0 ANGIE CLARK CHAIR RESOURCE DEVELOPMENT 1.00 X X 0 0 0 C ANN MILES IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 CAROL RUSSELL CHAIR 1.00 X X 0 0 0 GEORGE DAVIS III BOARD MEMBER 1.00 X 0 0 0 JACK MILLER BOARD MEMBER 1.00 X 0 0 0 JAMESHA WILLIAMSON CHAIR COMMUNITY IMPACT 1.00 X X 0 0 0 JED METZGGER BOARD MEMBER 1.00 X 0 0 0 JEFF ADAMS BOARD MEMBER 1.00 X 0 0 0 JENNIFER VAN TILBURGH BOARD MEMBER 1.00 X 0 0 0 JIM BRONDER TREASURER 1.00 X X 0 0 0 JULIE QUATMAN BOARD MEMBER 1.00 X 0 0 0 KEITH HORNER BOARD MEMBER 1.00 X 0 0 0 MICHELLE WEBB BOARD MEMBER 1.00 X 0 0 0 RICK SANCHEZ PRESIDENT ELECT 1.00 X 0 0 0 STEVE WALTER BOARD MEMBER 1.00 X 0 0 0 SYDNI WINKLER BOARD MEMBER 1.00 X 0 0 0 TIM LUCE WIREMAN BOARD MEMBER 1.00 X 0 0 0 TYSON GOINGS BOARD MEMBER 1.00 X 0 0 0 WENDY DONLEY BOARD MEMBER 1.00 X 0 0 0 ERIN HARDESTY PRESIDENT & CEO 40.00 X 55558 0 0 55558 0 0 0 0 0 0 0 1278346 1000 1278346 108281 108281 433127 319929 113198 113198 113198 18357 19343 -986 -986 MISCELLANEOUS INCOME 900099 16306 16306 SERVICE FEES 900099 8527 8527 24833 1523672 24833 0 220493 785855 785855 55558 6667 21112 27779 226501 25939 88589 111973 4911 568 1910 2433 27835 3218 10826 13791 22254 2573 8655 11026 20650 20650 99946 18353 71495 10098 530 530 3407 1278 1703 426 29037 11585 6670 10782 132 132 6356 6356 4401 1756 1011 1634 7288 2908 1674 2706 211 FIRST CALL FOR HELP 126239 126239 CAMPAIGN EXPENSES 58789 58789 NATIONAL DUES 11084 11084 GRANT EXPENDITURES 8443 8443 9651 3502 3738 2411 1508867 1016456 238033 254378 1132470 851839 1549511 709454 355429 416782 72233 58983 8173 12132 43362 36658 11105 6704 2557921 3572298 0 75127 5686842 5703319 56252 56956 30385 0 110525 101981 0 75127 197162 234064 X 2394447 2606159 3095233 2863096 5489680 5469255 5686842 5703319 14805 -19055 -16175 0 X X 0 1 X 0 0 X 1746912 1211103 1277629 2018302 1278346 7532292 1746912 1211103 1277629 2018302 1278346 7532292 7532292 114082 94731 69435 66449 108282 452979 32508 77676 33653 46526 24833 215196 8200467 0.91850 0.88780 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 32,508. 2019 AMOUNT: $ 77,676. 2020 AMOUNT: $ 33,653. 2021 AMOUNT: $ 46,526. 2022 AMOUNT: $ 24,833. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3475103 7279 145891 5642 3622631 3035647 591264 -101870 49938 3475103 2680862 265 421060 66540 3035647 2765809 1215 62664 78000 70826 2680862 2506960 500 182791 2690251 0.58000 0.42000 0 0 43362 36658 6704 6704 LEASE LIABILITY 55136 CURRENT PORTION OF LEASE LIABILITY 19991 75127 1507785 -19055 19343 288 1507497 16175 16175 1523672 1528210 19343 19343 1508867 0 1508867 PART V, LINE 4: ENDOWMENT PRINCIPAL REMAINS INTACT. TWO ENDOWMENT FUNDS EXIST. FROM ONE, THE CHALLENGE MATCH ENDOWMENT, 80% OF THE INCOME EARNED IS AVAILABLE FOR DISTRIBUTION TO SERVICE PROVIDERS AND 20% OF THE INCOME REMAINS IN THE FUND TO BUILD IT. FROM THE OTHER, THE LEGACY FUND, 80% OF THE INCOME EARNED IS AVAILABLE TO USE FOR OPERATING COSTS OF UNITED WAY, AND 20% OF THE INCOME REMAINS IN THE FUND TO BUILD IT. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 19,343. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 19,343. JEFFERSON AWARDS 18357 18357 4000 797 14546 18357 18357 4000 797 14546 19343 -986 1 ALLEN COUNTY COUNCIL ON AGING 700 N MAIN ST LIMA OH 45801 341204966 501C3 23000 0 ELDERLY DAYCARE AMERICAN RED CROSS 616 S COLLETT ST LIMA OH 45805 530196605 501C3 22400 0 DISASTER SERVICES AREA AGENCY ON AGING 3 2433 ALLENTOWN RD LIMA OH 45805 341160526 501C3 20000 0 FIND A RIDE & VICTIM OUTREACH BIG BROTHERS BIG SISTERS 207 W ELM ST LIMA OH 45801 341369023 501C3 36000 0 COMMUNITY/SCHOOL BASED MENTORING BLUFFTON CHILD DEVELOPMENT 325 COUNTY LINE ROAD BLUFFTON OH 45817 341359549 501C3 5275 0 CHILDREN'S DEVELOPMENTAL EDUCATION BLUFFTON FAMILY RECREATION 548 SNIDER ROAD BLUFFTON OH 45817 341359549 501C3 5250 0 HEALTH & FITNESS BOY SCOUTSBLACK SWAMP COUNCIL 2100 BOARD AVE FINDLAY OH 45840 341694797 501C3 20500 0 SCOUTING BRADFIELD COMMUNITY CENTER 550 S COLLETTE ST LIMA OH 45805 344436839 501C3 37800 0 HEALTHY YOU & EDUCATION ENRICHMENT CHILDREN'S DEVELOPMENT CENTER 1001 BELLEFONTAINE AVE LIMA OH 45804 344468955 501C3 63000 0 DEVELOPMENTAL PRESCHOOL CORNERSTONE OF HOPE 2963 BLUEJACKET COURT LIMA OH 45806 341945499 501C3 11000 0 RESILIENT KIDS, TEENS AND FAMILIES CRIME VICTIM SERVICES 330 N ELIZABETH ST LIMA OH 45801 341437473 501C3 78000 0 VIOLENCE PREVENTION & COURT ADVOCACY CROSSROADS CRISIS CENTER PO BOX 643 LIMA OH 45802 341336327 501C3 45000 0 RESIDENTIAL PROGRAM GIRL SCOUTS 1870 W ROBB AVE LIMA OH 45805 310679091 501C3 26500 0 GIRL SCOUT LEADERSHIP EXPERIENCE GOODWILLEASTERSEALS MV 2350 ALLENTOWN RD LIMA OH 45805 310537112 501C3 23100 0 COMMUNITY OUTREACH PROGRAM GUARDIANSHIP BOARD 616 S COLLETTE ST LIMA OH 45805 346400019 501C3 12000 0 COURT ADVOCACY LIMA UMADAOP 311 E MARKET ST LIMA OH 45801 341741132 501C3 17600 0 AIMING HIGH MARY ALICE HOUSE 543 W ELM ST LIMA OH 45801 833729457 501C3 20000 0 CDF FREEDOM SCHOOLS SUMMER PROGRAM OUR DAILY BREAD 125 S CENTRAL AVE LIMA OH 45801 341134252 501C3 25000 0 SOUP KITCHEN OPERATING PASS 309 W HIGH ST LIMA OH 45801 271545570 501C3 10000 0 PREVENTION AWARENESS SALVATION ARMY 614 E MARKET ST LIMA OH 45801 135562351 501C3 10000 0 AFTER SCHOOL PROGRAM AND EMERGENCY ASSISTANCE SENIOR CITIZENS CENTER 3400 W ELM ST LIMA OH 45807 341052804 501C3 10000 0 ARTHRITIS AQUATICS SOLDIERS OF HONOR 117 S UNION ST LIMA OH 45801 463599586 501C3 10000 0 SOLDIERS OF HONOR BOXING THE ARC OF ALLEN COUNTY 546 S COLLETTE ST LIMA OH 45805 346550743 501C3 79000 0 CAMP ROBIN ROGERS & ROBIN ROGERS DAY SERVICES WEST OHIO COMMUNITY ACTION PARTNERSHIP 540 S CENTRAL LIMA OH 45804 341717109 501C3 40000 0 KINDERGARTEN KAMP WEST OHIO FOOD BANK 1380 E KIBBY ST LIMA OH 45804 341587528 501C3 35000 0 FEEDING MORE CHILDREN AND FAMILIES YMCA 345 S ELIZABETH ST LIMA OH 45801 344431173 501C3 35000 0 STEM YOUTH FOR CHRIST 1698 N MAIN ST LIMA OH 45801 362193619 501C3 13500 0 RALLY POINT YOUTH CENTER YW CHILD CARE RESOURCE & REFERRAL 608 W HIGH ST LIMA OH 45801 344428264 501C3 23000 0 FAMILY FUN LEARNING GROUP 28 0 PART 1, LINE 2 VOLUNTEERS FROM THE COMMUNITY MANAGE THE COMMUNITY INVESTMENT PROCESS FOR THE UNITED WAY OF GREATER LIMA. DOLLARS RAISED IN THE ANNUAL CAMPAIGN ARE INVESTED IN PROGRAMS THAT ARE MEETING THE UNITED WAY'S PRIORITY AREAS OF EDUCATION, FINANCIAL STABILITY AND HEALTH. VOLUNTEERS REVIEW FUNDING REQUESTS AND PROGRAM OUTCOMES AND MAKE RECOMMENDATIONS FOR FUNDING THAT REQUIRE FINAL APPROVAL FROM THE BOARD OF DIRECTORS. FORM 990 - PART I, LINE 21 NUMBER OF VOLUNTEERS DERIVED FROM THE NUMBER OF BOARD MEMBERS WHO RECEIVED NO COMPENSATION FOR THEIR DUTIES AND TIME SERVING THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A FOUR OF THE DIRECTORS SHALL BE RECOMMENDED BY THE ALLIED LABOR COUNCIL. ELECTED DIRECTORS SHALL BE ELECTED BY THE BOARD AT ITS ANNUAL BOARD MEETING. THE NAMES OF INDIVIDUALS PROPOSED FOR ELECTION TO THE BOARD SHALL BE PRESENTED TO THE BOARD FOR CONSIDERATION BY THE GOVERNANCE COMMITTEE OR ITS SUCCESSOR. FORM 990, PART VI, SECTION B, LINE 11B THE 990 FORM IS PRESENTED TO THE FINANCE COMMITTEE FOR REVIEW AND THEN PRESENTED TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL PRIOR TO THE FORM BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT. BOARD MEMBERS ARE NOT ASSIGNED TO COMMITTEES, WHERE A CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD CONDUCTS AN ANNUAL EVALUATION OF THE CEO. THE CEO COMPENSATION IS DETERMINED BY USING UNITED WAY SALARY SURVEYS FOR ORGANIZATIONS OF SIMILAR SIZE AND LOOKING AT LOCAL SALARY INFORMATION OF SIMILAR POSITIONS AND IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE UNITED WAY OF GREATER LIMA'S POLICIES, 990 AND AUDIT ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT OUR SITE. FORM 990 - PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS PROCESS FROM PRIOR YEARS.