2024-11-05T12:57:34-05:00 2024-06-30 341205613 MCCRATE DELAET & CO PO BOX 339 SIDNEY OH 453650339 990 2023-07-01 344473288 SHELBY COUNTY UNITED WAY SHEL 9374922101 232 S OHIO AVE SIDNEY OH 453650751 KATY ZIMPFER BOARD CHAIR 9374922101 2024-10-30 true true SCOTT J STEINEMAN P01795451 9374923161 2024-10-31 2023 2024-10-15 13:58:12Z SHELBY COUNTY UNITED WAY KATY ZIMPFER 1675 CAMPBELL ROAD SIDNEY OH 45365 1667655 false X SHELBYCOUNITEDWAY.ORG X 1957 OH SHELBY COUNTY UNITED WAY, INC. CONDUCTS AN ANNUAL FUND RAISING CAMPAIGN TO PROVIDE FUNDING TO HUMAN SERVICE ORGANIZATIONS IN SHELBY COUNTY. OUR MISSION IS TO CONTINUALLY IDENTIFY, EVALUATE AND MAKE POSSIBLE THE HUMAN SERVICES NEEDED IN OUR COMMUNITY. WE STRIVE TO PROMOTE THE VALUES OF COMPASSION, INTEGRITY, COMMUNITY, LEADERSHIP, SERVICE AND VOLUNTEERISM IN OUR ORGANIZATION AND IN THE AREAS THAT WE SERVE. THE VISION OF THE SHELBY COUNTY UNITED WAY IS TO LEAD COLLABORATIVE EFFORTS IN BUILDING A BETTER COMMUNITY. 20 20 6 332 0 1500719 1495397 0 69713 36928 100683 51030 1671115 1583355 1160897 1118779 0 221497 232780 0 127814 121058 128608 1503452 1480167 167663 103188 2230739 2290516 1146851 1150837 1083888 1139679 X SHELBY COUNTY UNITED WAY, INC. CONDUCTS AN ANNUAL FUND RAISING CAMPAIGN TO PROVIDE FUNDING TO HUMAN SERVICE ORGANIZATIONS IN SHELBY COUNTY. OUR MISSION IS TO CONTINUALLY IDENTIFY, EVALUATE AND MAKE POSSIBLE THE HUMAN SERVICES NEEDED IN OUR COMMUNITY. WE STRIVE TO PROMOTE THE VALUES OF COMPASSION, INTEGRITY, COMMUNITY, LEADERSHIP, SERVICE AND VOLUNTEERISM IN OUR ORGANIZATION AND IN THE AREAS THAT WE SERVE. THE VISION OF THE SHELBY COUNTY UNITED WAY IS TO LEAD COLLABORATIVE EFFORTS IN BUILDING A BETTER COMMUNITY. false false 1208544 1118779 ANNUAL FUND RAISING CAMPAIGN THAT SUPPORTS OVER 40 ORGANIZATIONS AND PROGRAMS THROUGH THE PARTNER AGENCY ALLOCATIONS PROCESS AND SPECIAL PROJECT GRANTS. ASSISTS WITH IDENTIFYING, ASSESSING, AND IMPLEMENTING HUMAN SERVICES IN SHELBY COUNTY. FACILITATES AN ALLOCATION PROCESS IN COLLABORATION WITH COMMUNITY VOLUNTEERS TO DETERMINE AND DISTRIBUTE FUNDS RAISED THROUGH THE ANNUAL CAMPAIGN TO LOCAL NON-PROFIT HEALTH AND HUMAN SERVICE PROGRAMS. PROVIDES TRAINING, COACHING, AND CONSULTATION FOR LOCAL AGENCIES, VOLUNTEERS, AND COMMUNITY DONORS. SERVICE: INFORMATION & REFERRAL AND COMMUNITY COLLABORATION ACTIVITIES. COMMUNITY IMPACT MEASURES THAT OUR ORGANIZATION PROVIDES INCLUDE THE PROMOTION, HEALTH AND WELL BEING OF ELIGIBLE INDIVIDUALS WITH MEDICAL NEEDS AND DEVELOPMENTAL DISABILITIES, THE STRENGTHENING OF FAMILIES AND INDIVIDUALS, THE INVESTING OF OUR SERVICES IN THE YOUTH AND CHILDREN OF THE COMMUNITY, THE ENRICHMENT OF THE LIVES OF SENIORS AND THE CARING FOR PEOPLE IN CRISIS. AGENCY: SHELBY COUNTY UNITED WAY ADDRESS: 232 S OHIO AVE., P.O. BOX 751, SIDNEY, OH 45365-0751 PHONE: 937-492-2101 FAX: 937-492-1552 E-MAIL: SBARR@SHELBYCOUNITEDWAY.ORG HOURS: 8:30 AM - 5:00 PM SERVICE AREA: SHELBY COUNTY FEE POLICY: N/A ELIGIBILITY: RESIDENTS AND EMPLOYEES OF SHELBY COUNTY CAN ACCESS UNITED WAY AGENCY SERVICES 1208544 true true false true false false false false false true true false false false true 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 6 true false false false false false false false false X 20 20 false false false false false false false true true false false true true true true true true true false false OH X X JAYNE SMITH 9374922101 232 S OHIO AVE SIDNEY OH 45365 KARLA YOUNG EXECUTIVE DI 40.00 X 33462 0 0 NATE BARHORST SECRETARY X 0 0 0 PHIL BORGER BOARD MEMBER X 0 0 0 HANNAH DAPORE BOARD MEMBER X 0 0 0 KIM DOAK BOARD MEMBER X 0 0 0 DAWN EILERT BOARD MEMBER X 0 0 0 ROXANNE HEPFER 2ND BOARD CH X 0 0 0 JIM HILL BOARD MEMBER X 0 0 0 ASHLEY HIMES PAST BOARD C X X 0 0 0 BRAD HOGE BOARD MEMBER X 0 0 0 CHAD HOLLINGER BOARD MEMBER X X 0 0 0 ALEX LOCHARD 1ST VICE CHA X X 0 0 0 RYAN MAIER BOARD MEMBER X 0 0 0 ERIC NOBLE TREASURER X 0 0 0 ADITYA SAKHALKAR BOARD MEMBER X 0 0 0 MARK SEERY BOARD MEMBER X 0 0 0 RYAN SHURTS BOARD MEMBER X 0 0 0 GREG SNYDER BOARD MEMBER X 0 0 0 JENNY VANMATRE BOARD MEMBER X 0 0 0 CHAD WILSON BOARD MEMBER X 0 0 0 KATY ZIMPFER BOARD CHAIR X X 0 0 0 33462 false false false 1495397 1495397 41184 41184 80044 84300 -4256 -4256 -4256 ADMIN FEE RETAINED (INCOME ST 17040 17040 GIFTS IN KIND 14183 14183 CHRISTMAS DINNER DONATION 5170 5170 14637 14637 51030 1583355 -4256 92214 1118779 1118779 33462 8700 12381 12381 166589 43313 61638 61638 32729 8509 12110 12110 22649 1132 21517 7003 1821 2311 2871 2565 667 949 949 35328 5349 16189 13790 13648 13648 4711 1570 1571 1570 3448 896 1276 1276 OTHER OPERATING EXPENSES 18027 4160 13867 OTHER OPERATING EXPENSES: 14281 14281 ENHANCED GIVING 6506 6506 OTHER P.O.W.E.R. EXPENSES 442 442 1480167 1208544 143809 127814 X 50 50 1179968 1075344 337068 385364 23483 9352 14131 668406 762956 45247 52671 2230739 2290516 82302 128446 1060500 1018000 4049 4391 1146851 1150837 X 770035 752153 313853 387526 1083888 1139679 2230739 2290516 X 103188 66308 -113705 X false true X true false X 1221379 1313293 1341912 1500719 1495397 6872700 1221379 1313293 1341912 1500719 1495397 6872700 646473 6226227 26537 17354 16017 30579 41184 131671 58209 41591 34906 100683 51030 286419 7290790 0.85400 0.84310 X PART II, LINE 10 ADMINISTRATIVE FEE 286,419 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1585629 1585629 229281 57320 232879 221591 225173 229281 908924 1363386 58220 55398 56293 57320 227231 340847 483906 1031 482875 452166 31740 483906 449937 2229 452166 391857 58080 449937 446588 54731 391857 1.00000 false false 23483 9352 14131 14131 EMPLOYEE INSURANCE W/H AND ACCRUED 4391 4391 1419309 66308 66308 1353001 230354 230354 1583355 1363518 1363518 116649 116649 1480167 SCHEDULE D, PAGE 4, PART XI, LINE 4B DIRECT AGENCY DONOR DESIGNATIONS 116,649 OTHER UNITED WAY DONATION 113,705 SCHEDULE D, PAGE 4, PART XII, LINE 4B DIRECT AGENCY DONOR DESIGNATIONS 116,649 false 211 PROGRAMMING 232 S OHIO AVE SIDNEY OH 45365 344473288 C 5683 AGENCY SUPPORT AGAPE 209 BROOKLYN AVE PO BOX 808 SIDNEY OH 45365 300224502 3 20000 HEALTH & WELL BEING POWER 419 N BUCKEYE AVE SIDNEY OH 45365 135562351 49595 COMMUNITY IMPACT IMPACT PROGRAM SHELBY COUNTY COURT HOUSE SIDNEY OH 45365 GOV 22500 FAMILY SERVICES ALPHA COMMUNITY CENTER 330 E COURT STREET SIDNEY OH 45365 311131824 3 55000 FAMILY SERVICES ALTERNATIVE SCHOOL 129 EAST COURT STREET SIDNEY OH 45365 346401343 3 10000 INVESTING IN YOUTH BIG BROTHERS BIG SISTERS 121 E NORTH STREET SIDNEY OH 45365 341262676 3 40000 INVESTING IN YOUTH CATHOLIC SOCIAL SERVICES - COUNSELI 1201 FAIRINGTON DRIVE SIDNEY OH 45365 310536645 3 40000 SENIOR SERVICES CHRISTMAS DINNER 3 8724 CLEAR CREEK FARMS PO BOX 1433 PIQUA OH 45356 310982443 3 25000 FAMILY SERVICES COMPASSIONATE CARE 124 NORTH OHIO AVE SIDNEY OH 45365 208479583 3 75000 HEALTH & WELL BEING EMERGENCY HOUSING & UTILITIES 330 E COURT ST SIDNEY OH 45365 311131824 3 23000 PEOPLE IN CRISIS IMAGINATION LIBRARY 230 E NORTH ST SIDNEY OH 45365 346401347 C 10000 COMMUNITY INITIATIVE MERCY MISSION HOUSE 950 CHILDRENS HOME ROAD SIDNEY OH 45365 862848457 3 75000 PEOPLE IN CRISIS MIAMI VALLEY BOY SCOUT COUNCIL 4999 NORTHCUTT PLACE DAYTON OH 45414 310537124 3 20000 INVESTING IN YOUTH MIDWEST REGIONAL ESC ALT SCHOOL 129 E COURT ST SIDNEY OH 45365 465034225 3 19500 INVESTING IN YOUTH NEW CHOICES PO BOX 4182 SIDNEY OH 45365 311125935 3 60000 PEOPLE IN CRISIS REHAB CENTER FOR NEUROLOGICAL DEV 1306 GARBRY ROAD PIQUA OH 45356 237202001 3 20000 HEALTH & WELL BEING SAFE HAVEN 633 NORTH WAYNE ST PIQUA OH 45356 311458088 3 18000 HEALTH & WELL BEING SAMARITAN WORKS 230 W POPLAR STREET SIDNEY OH 45365 200771376 3 55000 PEOPLE IN CRISIS SENIOR HEALTH-CATHOLIC SOCIAL SERVI 1201 FAIRINGTON DR SIDNEY OH 45365 310536645 3 45000 SENIOR SERVICES SENIOR CENTER OF SIDNEY SHELBY COUN 304 S WEST AVE SIDNEY OH 45365 341845676 3 35000 HEALTH & WELL BEING SHELBY CO FAMILY & CHILDREN FIRST 1200 CHILDRENS HOME ROAD SIDNEY OH 45365 3 10000 FAMILY SERVICES SHELBY COUNTY ARC PO BOX 544 SIDNEY OH 45365 346408693 3 20000 HEALTH & WELL BEING SHELBY COUNTY-CASAGAL PO BOX 4187 SIDNEY OH 45365 GOV 30000 INVESTING IN YOUTH SHERIFF STAR HOUSE 555 GEARHART RD SIDNEY OH 45365 346401342 3 35000 PEOPLE IN CRISIS SPECIAL PROJECTS 232 S OHIO AVE SIDNEY OH 45365 344473288 3 40800 INVESTING IN COMMUNI STUDENT UNITED WAY 232 S OHIO AVE SIDNEY OH 45365 344473288 C 5590 AGENCY SUPPORT VICTIM SERVICES 202 EAST POPLAR STREET SIDNEY OH 45365 346401342 3 45000 PEOPLE IN CRISIS WFP CAREER COUNSELOR 101 S OHIO AVE FLOOR 2 SIDNEY OH 45365 463086586 3 15000 COMMUNITY INITIATIVE WILMA VALENTINE AGENCY 1200 SOUTH CHILDRENS HOME RD SIDNEY OH 45365 311596196 3 75000 FAMILY SERVICES YMCA CHILDCARE DEV CENTER 300 PARKWOOD STREET SIDNEY OH 45365 346596911 3 110000 FAMILY SERVICES FORM 990, PAGE 1, ITEM C SHELBY COUNTY UNITED WAY FORM 990 - ORGANIZATION'S MISSION SHELBY COUNTY UNITED WAY, INC. CONDUCTS AN ANNUAL FUND RAISING CAMPAIGN TO PROVIDE FUNDING TO HUMAN SERVICE ORGANIZATIONS IN SHELBY COUNTY. OUR MISSION IS TO CONTINUALLY IDENTIFY, EVALUATE AND MAKE POSSIBLE THE HUMAN SERVICES NEEDED IN OUR COMMUNITY. WE STRIVE TO PROMOTE THE VALUES OF COMPASSION, INTEGRITY, COMMUNITY, LEADERSHIP, SERVICE AND VOLUNTEERISM IN OUR ORGANIZATION AND IN THE AREAS THAT WE SERVE. THE VISION OF THE SHELBY COUNTY UNITED WAY IS TO LEAD COLLABORATIVE EFFORTS IN BUILDING A BETTER COMMUNITY. FORM 990, PAGE 2, PART III, LINE 4A ANNUAL FUND RAISING CAMPAIGN THAT SUPPORTS OVER 40 ORGANIZATIONS AND PROGRAMS THROUGH THE PARTNER AGENCY ALLOCATIONS PROCESS AND SPECIAL PROJECT GRANTS. ASSISTS WITH IDENTIFYING, ASSESSING, AND IMPLEMENTING HUMAN SERVICES IN SHELBY COUNTY. FACILITATES AN ALLOCATION PROCESS IN COLLABORATION WITH COMMUNITY VOLUNTEERS TO DETERMINE AND DISTRIBUTE FUNDS RAISED THROUGH THE ANNUAL CAMPAIGN TO LOCAL NON-PROFIT HEALTH AND HUMAN SERVICE PROGRAMS. PROVIDES TRAINING, COACHING, AND CONSULTATION FOR LOCAL AGENCIES, VOLUNTEERS, AND COMMUNITY DONORS. SERVICE: INFORMATION & REFERRAL AND COMMUNITY COLLABORATION ACTIVITIES. COMMUNITY IMPACT MEASURES THAT OUR ORGANIZATION PROVIDES INCLUDE THE PROMOTION, HEALTH AND WELL BEING OF ELIGIBLE INDIVIDUALS WITH MEDICAL NEEDS AND DEVELOPMENTAL DISABILITIES, THE STRENGTHENING OF FAMILIES AND INDIVIDUALS, THE INVESTING OF OUR SERVICES IN THE YOUTH AND CHILDREN OF THE COMMUNITY, THE ENRICHMENT OF THE LIVES OF SENIORS AND THE CARING FOR PEOPLE IN CRISIS. AGENCY: SHELBY COUNTY UNITED WAY ADDRESS: 232 S OHIO AVE., P.O. BOX 751, SIDNEY, OH 45365-0751 PHONE: 937-492-2101 FAX: 937-492-1552 E-MAIL: SBARR@SHELBYCOUNITEDWAY.ORG HOURS: 8:30 AM - 5:00 PM SERVICE AREA: SHELBY COUNTY FEE POLICY: N/A ELIGIBILITY: RESIDENTS AND EMPLOYEES OF SHELBY COUNTY CAN ACCESS UNITED WAY AGENCY SERVICES FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF FORM 990 IS PRESENTED TO THE GOVERNING BODY PRIOR TO THE FILING. THE GOVERNING BODY THEN REVIEWS AND APPROVES THE FORM 990 AT ITS REGULAR MEETING. FORM 990, PAGE 6, PART VI, LINE 12C VOLUNTEERS, TRUSTEES AND STAFF WHO BECOME AWARE OF A CONFLICT OF INTEREST MUST DISCLOSE IT TO THE BOARD OF TRUSTEES. THIS DISCLOSURE IS REQUIRED TO BE MADE PRIOR TO THE BOARD'S FORMAL DISCUSSION REGARDING AN ISSUE WHICH FORMS THE BASIS OF THE CONFLICT OF INTEREST. FORM 990, PAGE 6, PART VI, LINE 15A THE ORGANIZATION'S PROCESS FOR THE DETERMINATION OF COMPENSATION FOR THE EXECUTIVE DIRECTOR INCLUDES THE COMPARISON OF ORGANIZATIONS SIMILAR IN BOTH SIZE AND JOB RESPONSIBILITIES. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 DIRECT AGENCY DONOR DESIGNATIONS -116,649 OTHER UNITED WAY DONATION -113,705 DIRECT AGENCY DONOR DESIGNATIONS 116,649 TOTAL -113,705