2023-10-31T13:19:24-04:00 2023-06-30 341205613 MCCRATE DELAET & CO PO BOX 339 SIDNEY OH 453650339 990 2022-07-01 310619209 UNITED WAY OF MIAMI COUNTY OHIO UNIT 9373358410 116 W FRANKLIN ST TROY OH 45373 SEAN FORD CEO 9373358410 2023-10-31 SEAN FORD 999009999 true SCOTT J STEINEMAN P01795451 9374923161 2023-10-31 2022 2023-04-26 12:10:37Z SEAN FORD PO BOX 36 TROY OH 45373 1368171 false X WWW.UNITEDWAYMCO.ORG X TO ASSESS, ON A CONTINUING BASIS, THE NEED FOR HUMAN SERVICES IN THE UNITED WAY OF MIAMI COUNTY, OHIO SERVICE AREA AND TO DEVELOP AS FULLY AS POSSIBLE THE FINANCIAL RESOURCES NEEDED TO MEET THE HUMAN RESOURCE NEEDS OF THE COMMUNITY. 21 21 3 0 1169607 1138243 1901 669 43129 141606 1980 1214637 1282498 891264 786820 0 178635 187139 0 101275 123122 140332 1193021 1114291 21616 168207 2232822 2376342 5343 10259 2227479 2366083 X TO ASSESS, ON A CONTINUING BASIS, THE NEED FOR HUMAN SERVICES IN THE UNITED WAY OF MIAMI COUNTY, OHIO SERVICE AREA AND TO DEVELOP AS FULLY AS POSSIBLE THE FINANCIAL RESOURCES NEEDED TO MEET THE HUMAN RESOURCE NEEDS OF THE COMMUNITY. false false 832567 771020 SEE SCHEDULE O 15800 15800 PROCESS AND FORWARD DONOR DESIGNATIONS TO OTHER UNITED WAY AGENCIES AND MISCELLANEOUS ORGANIZATIONS. 23717 PROCESS TO OTHER UNITED WAY AGENCIES AND MISCELLANEOUS ORGANIZATIONS. 23717 872084 true true false false false false false false false true true false false true false false true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 0 0 false 3 true false false false false false false false false X 21 21 false false false false false false false true true true false true true true true true true false false false X X RICHARD BENDER 9373358410 PO BOX 36 TROY OH 45373 RICHARD BENDER CFO 40.00 X 85363 0 0 SEAN FORD CEO 40.00 X 68505 0 0 NICOLE ALBERS DIRECTOR X 0 0 0 MIKE BEAMISH 1ST VICE CHA X X 0 0 0 JEFF CLARK DIRECTOR X 0 0 0 KEVIN COX DIRECTOR X 0 0 0 BLAKE HEIM DIRECTOR X 0 0 0 JEFF JOHNSON DIRECTOR X 0 0 0 MOLLY KARN DIRECTOR X 0 0 0 RYAN KING DIRECTOR X 0 0 0 DEREK KOESTER TREASURER X X 0 0 0 MARSHA KOON DIRECTOR X 0 0 0 RYAN LIDDY DIRECTOR X 0 0 0 KEN MAGOTEAUX DIRECTOR X 0 0 0 LISA MCGRAW DIRECTOR X 0 0 0 CATHY ODA DIRECTOR X 0 0 0 EARL RIEVES DIRECTOR X 0 0 0 JACQUI ROSE CHAIRMAN OF X X 0 0 0 MAURICE SADLER 2ND VICE CHA X X 0 0 0 VERONICA SHOWALTER DIRECTOR X 0 0 0 CHRIS SPRADLIN DIRECTOR X 0 0 0 TAMMY TAYLOR DIRECTOR X 0 0 0 TOM THOMPSEN DIRECTOR X 0 0 0 153868 false false false 15800 1122443 1138243 PROCESSING FEE INCOME 669 669 669 35533 35533 191746 85673 106073 106073 106073 MISCELLANEOUS 1980 1980 1980 1282498 108722 35533 786820 786820 153868 61547 38467 53854 3963 1585 991 1387 16027 6411 4007 5609 13281 5313 3320 4648 13400 13400 13553 13553 58852 30450 28402 19043 19043 10500 4200 2625 3675 GRANT EXPENSES 6500 2600 1625 2275 PROCESSING FEES 5388 5388 REPAIRS AND MAINTENANCE 4388 4388 TELEPHONE 3715 1486 929 1300 4993 2122 2746 125 1114291 872084 140932 101275 100601 111358 418001 439273 451295 503345 11803 11803 998450 1048869 264475 273497 2232822 2376342 5343 10259 5343 10259 X 1958050 2096421 269429 269662 2227479 2366083 2232822 2376342 X 168207 -58955 29352 X false true X true false X 1327398 1372167 1126306 1149952 1168043 6143866 1327398 1372167 1126306 1149952 1168043 6143866 571358 5572508 26108 27698 31010 23005 35533 143354 181 21333 48145 1980 71639 6358859 27634 0.87630 0.69080 X PART II, LINE 10 71,639 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 998450 150 63354 -13085 1048869 1116163 200 59488 -15210 998450 921525 110 25542 -13714 1116163 903916 100 29873 -12363 921526 794450 50581 70547 -11662 903916 1.00000 true false 11803 11803 OVENDEN TRUST 256679 CASH VALUE OF LIFE INSURANCE 16818 273497 1223543 -58955 -58955 1282498 1282498 1084939 1084939 29352 29352 1114291 SCHEDULE D, PAGE 4, PART XII, LINE 4B INVESTMENT FEES & DESIGNATIONS OWED OTHERS 29,352 false CASAGAL 405 PUBLIC SQUARE TROY OH 45373 311418130 18000 ABUSED CHILD ADVOCAT DREAM BUILDERS GROUPCLUBHOUSE 6759 S COUNTY ROAD 25A TIPP CITY OH 45371 311405053 26000 AFTER SCHOOL PROGRAM FAMILY ABUSE CENTER 16 E FRANKLIN ST TROY OH 45373 310966177 75000 CIVTIM ABUSE ASSIST. FIRST PLACE FOOD PANTRY 1100 WAYNE ST SUITE 1450 PO BOX 81 TROY OH 45373 470994740 10000 FOOD PANTRY GREENE ST CHILD CARE 4817 S STATE ROUTE 202 TIPP CITY OH 45371 311212898 7000 YOUTH DEVELOPMENT HEALTH PARTNERS FREE CLINIC 1300 NORTH COUNTY RD TROY OH 45373 311596731 50000 HEALTH CARE HOSPICE OF MIAMI COUNTY 1100 WAYNE ST TROY OH 45373 311031277 12000 TERMINALLY ILL PROG LINCOLN COMMUNITY CENTER 110 ASH ST TROY OH 45373 310584315 45000 COMMUNITY CENTER MEALS ON WHEELS OF PIQUA PO BOX 131 PIQUA OH 45356 310850373 11000 FEEDING THE HUNGARY MIAMI COUNTY CONTINUUM OF CARE 180 E RACE STREET TROY OH 45373 882179631 15000 GENERAL SUPPORT MIAMI COUNTY DENTAL CLINIC 70 TROY TOWN DR TROY OH 45373 204901192 55000 GENERAL SUPPORT MC PUBLIC HEALTH 510 W WATER ST TROY OH 45373 316000055 10000 PUBLIC HEALTH MIAMI COUNTY RECOVERY COUNCIL 1059 NORTH MARKET STREET TROY OH 45373 311305635 25000 GENERAL SUPPORT MC YMCA 223 W HIGH ST PIQUA OH 45356 310537179 52000 RECREATION PROGRAMS NEW CREATION COUNSELING CENTER 7695 S CO RD 25A TROY OH 45373 311305869 15000 COUNSELING SERVICES THE NEW PATH 7695 S CO RD 25A TIPP CITY OH 45371 311710997 24000 FOOD/FINANCIAL ASSIS PARTNERS IN HOPE 116 W FRANKLIN ST TROY OH 45373 311305869 30000 FINANCIAL ASSITANCE PIQUA COMPASSION NETWORK PO BOX 55 PIQUA OH 45356 371604422 15000 FINANCIAL ASSISTANCE PIQUA PARENTS AS TEACHERS 215 LOONEY RD PIQUA OH 45356 200922103 10000 PARENTING HELP REHAB CENTER 1306 GABRY RD PIQUA OH 45356 237202001 43000 NEUROLOGICAL REHAB SAFE HAVEN 633 N WAYNE ST PIQUA OH 45356 311458088 14000 HELP HOMELESS SALVATION ARMY 707 S CRAWFORD ST TROY OH 45373 135562351 40000 HELPING THE POOR ST PATRICK SOUP KITCHEN 419 E MAIN ST TROY OH 45373 510533984 20000 SOUP KITCHEN THE FUTURE BEGINS TODAY PO BOX 511 TROY OH 45373 311655688 8000 ACADEMIC SUPPORT TROY MIAMI COUNTY LIBRARY - DPIL 419 WEST MAIN STREET TROY OH 45373 316000630 17000 GENERAL SUPPORT TROY PLAYGROUND HOBART ARENA TROY OH 45373 511599992 14000 YOUTH PROGRAMS TROY REC 11 N MARKET ST TROY OH 45373 310579679 32000 RECREATION ACTIVITIE TROY SENIOR CENTER 134 N MARKET ST TROY OH 45373 316057839 22000 SENIOR PROGRAMS YWCA 141 W THIRD ST DAYTON OH 45402 310537168 25000 RECREATION PROGRAMS FORM 990 - ORGANIZATION'S MISSION TO ASSESS, ON A CONTINUING BASIS, THE NEED FOR HUMAN SERVICES IN THE UNITED WAY OF MIAMI COUNTY, OHIO SERVICE AREA AND TO DEVELOP AS FULLY AS POSSIBLE THE FINANCIAL RESOURCES NEEDED TO MEET THE HUMAN RESOURCE NEEDS OF THE COMMUNITY. FORM 990 OVERHEAD RATIO CALCULATION: UNITED WAY OF MIAMI COUNTY, OHIO OVERHEAD RATIO IS CALCULATED USING TOTALS FROM THEIR 990 IN THE FOLLOWING MANNER: NUMERATOR: PART IX, LINE 25, COLUMN C & D. DENOMINATOR: PART VIII, LINE 12, COLUMN A. OVERHEAD RATIO FOR FISCAL YEAR 2023 IS: 242,207 / 1,282,498 = 18.89% OVERHEAD RATIO FOR FISCAL YEAR 2022 IS: 223,271 / 1,214,637 = 18.38% OVERHEAD RATIO FOR FISCAL YEAR 2021 IS: 237,017 / 1,181,102 = 20.06% 3 YEAR AVERAGE OVERHEAD RATIO FOR FYE 2023 = 19.11% ALLOWANCE FOR PLEDGE LOSS IS THE AVERAGE OF THE CURRENT YEAR WRITE-OFFS PLUS THE PRIOR TWO YEARS WRITE-OFFS: WRITE-OFFS 2023 49,669 WRITE-OFFS 2022 58,217 WRITE-OFFS 2021 53,480 3 YEAR AVERAGE WRITE-OFFS 53,789 FORM 990, PAGE 2, PART III, LINE 4D PROCESS TO OTHER UNITED WAY AGENCIES AND MISCELLANEOUS ORGANIZATIONS. FORM 990, PAGE 6, PART VI, LINE 9 JACQUI ROSE 3130 N COUNTY RD 25A TROY, OH 45373 MIKE BEAMISH 913 DEVON CIRCLE TROY, OH 45373 MAURICE SADLER 969 DICKERSON DR. TROY, OH 45373 DEREK KOESTER 1490 FOX RUN TROY, OH 45373 NICOLE ALBERS ONE PROPELLER PLACE PIQUA, OH 45356 JEFF CLARK 1 TOMAHAWK TR PIQUA, OH 45356 KEVIN COX 29 W. MAIN ST TIPP CITY, OH 45371 BLAKE HEIM 101 TRADE SQUARE EAST TROY, OH 45373 JEFF JOHNSON 327 DRURY LANE TROY, OH 45373 MOLLY KARN 101 TRADE SQUARE EAST TROY , OH 45373 RYAN KING 321 N MAIN ST. PIQUA, OH 45356 MARSHA KOON 1535 STOCKHAM DR PIQUA, OH 45356 RYAN LIDDY 249 GARBER DRIVE TIPP CITY, OH 45371 KEN MAGOTEAUX P.O. BOX 913 PIQUA, OH 45356 LISA MCGRAW PO BOX 913 PIQUA, OH 45356 CATHY ODA 523 CALDWELL ST. PIQUA, OH 45356 EARL RIEVES 1830 GREENBRIAR DR. TROY , OH 45373 VERONICA SHOWALTER 100 S. MARKET ST TROY, OH 45373 CHRIS SPRADLIN 1973 EDISON DR. PIQUA, OH 45356 TAMMY TAYLOR 1835 FOX RUN TROY , OH 45373 TOM THOMPSEN 1035 WEST GREENE ST. PIQUA, OH 45356 FORM 990, PAGE 6, PART VI, LINE 10B GOVERNING DOCUMENTS ARE MADE AVAILABLE ON THE ORGANIZATION'S WEB SITE. FORM 990, PAGE 6, PART VI, LINE 11B THE BOARD REVIEWED THE FORM 990 AT A REGULARLY SCHEDULED BOARD MEETING PRIOR TO FILING THE RETURN FORM 990, PAGE 6, PART VI, LINE 12C ENFORCEMENT OF CONFLICTS POLICY EACH BOARD MEMBER IS REQUIRED TO SIGN AN ANNUAL ACKNOWLEDGEMENT THAT THEY HAVE REVIEWED AND AFFIRMED THE CONFLICT OF INTEREST POLICY. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE ON THE ORGANIZATION'S WEB SITE FORM 990, PART XI, LINE 9 INVESTMENT FEES & DESIGNATIONS OWED OTHERS 29,352