2025-03-11T16:12:52-04:00 2024-06-30 831639096 SEO CPA GROUP LTD 3596 MAPLE AVE STE B ZANESVILLE OH 43701 990 2023-07-01 310644804 UNITED WAY OF FAIRFIELD COUNTY UNIT 7406530643 115 S BROAD ST LANCASTER OH 43130 SKY GETTYS DIRECTOR OF FINANCE 7406530643 2025-03-11 true false HEATHER DOLEN CPA P01261466 7408681100 2025-03-11 2023 2025-03-06 01:10:19Z CHRISTINE SIMMONS 115 S BROAD ST LANCASTER OH 43130 1553100 false X WWW.UWAYFAIRFIELDCO.ORG X 1940 OH "IMPROVING LIVES THROUGH THE CARING POWER OF OUR COMMUNITY" - WE WILL FOCUS OUR RESOURCES TO ACHIEVE THE GREATEST IMPACT ON COMMUNITY NEEDS. WE WILL CREATE LONG-TERM CHANGE BY MEASURING RESULTS. 16 16 10 597 0 1598897 1487255 0 27440 62465 -25700 -25405 1600637 1524315 1022636 1056826 0 299928 299502 0 167075 379166 380361 1701730 1736689 -101093 -212374 2185231 2107810 113275 127527 2071956 1980283 X "IMPROVING LIVES THROUGH THE CARING POWER OF OUR COMMUNITY" - WE WILL FOCUS OUR RESOURCES TO ACHIEVE THE GREATEST IMPACT ON COMMUNITY NEEDS. WE WILL CREATE LONG-TERM CHANGE BY MEASURING RESULTS. false false 1196015 1056826 THE MISSION OF THE UNITED WAY OF FAIRFIELD COUNTY IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. UNITED WAY'S STRENGTH IS ITS ABILITY TO BUILD PARTNERSHIPS AND TO LEVERAGE RESOURCES TO MAKE A MEASURABLE DIFFERENCE IN THE FAIRFIELD COUNTY COMMUNITY. USING THESE STRENGTHS, THE UNITED WAY HAS SET BOLD GOALS TO DELIVER SOLUTIONS TO COMMUNITY ISSUES IN THE AREAS OF EDUCATION, HEALTH, AND FINANCIAL STABILITY. PARTNERING WITH 24 FAIRFIELD COUNTY HEALTH AND HUMAN SERVICE AGENCIES, THE UNITED WAY HAS ALLOCATED FUNDS TO 26 PROGRAMS THAT PROVIDE SERVICES TO ASSIST INDIVIDUALS AND FAMILIES IN OUR COMMUNITY OVERCOME OBSTACLES TO ACCESS EDUCATION, TO IMPROVE THEIR HEALTH, AND THE WORK TOWARDS FINANCIAL STABILITY. 36500 THE UNITED WAY OF FAIRFIELD COUNTY OFFERS FREE TAX PREPARATION FOR LOW TO MODERATE INCOME INDIVIDUALS AND FAMILIES THROUGH OUR VOLUNTEER INCOME TAX SITE (VITA) AND FOR ANYONE OVER THE AGE OF 60 THROUGH OUR TAX COUNSELING FOR ELDERLY SITE (TCE). OUR VITA SITE PROVIDED FREE TAX PREPARATION FOR MORE THAN 638 INDIVIDUALS OR FAMILIES DURING THE 2024 TAX SEASON. OUR TCE SITE PREPARED OVER 592 TAX RETURNS DURING 2024. BOTH SITES UTILIZE IRS CERTIFIED VOLUNTEERS TO PREPARE AND FILE THE RETURNS. CLIENTS RECEIVED A TOTAL OF 1.3 MILLION IN REFUNDS. 138863 THE UNITED WAY OF FAIRFIELD COUNTY, IN PARTNERSHIP WITH THE OHIO GOVERNOR'S IMAGINATION LIBRARY AND THE DOLLY PARTON'S IMAGINATION LIBRARY, IS WORKING TO IMPROVE THE KINDERGARTEN READINESS IN OUR COMMUNITY BY FURNISHING BOOKS TO OVER 5,000 PRESCHOOL AGED CHILDREN IN FAIRFIELD COUNTY EACH MONTH. 7139 UNITED WAY OF FAIRFIELD COUNTY ORGANIZES AND FACILITATES THE FEEDING OUR FUTURE PROGRAM ON A MONTHLY BASIS THROUGHOUT THE SCHOOL YEAR. THE PROGRAM IS PRIMARILY FOR LOCAL ELEMENTARY SCHOOL STUDENTS ON THE FREE AND REDUCED LUNCH PROGRAM. REGISTERED STUDENTS RECEIVE A PACKAGE OF FOOD TO TAKE HOME ONCE A MONTH. THE PACKAGE INCLUDES A VARIETY OF CHOICES WHICH CONSIST OF APPROXIMATELY SIX MEALS TO GET THE STUDENT THROUGH THE WEEKEND AND USUALLY WEIGHS ABOUT EIGHT POUNDS. CURRENTLY, THE PROGRAM EXISTS IN 8 FAIRFIELD COUNTY ELEMENTARY, PRIMARY OR PRESCHOOLS SERVING OVER 7,700 STUDENTS EACH MONTH FOR 9 MONTHS. 7139 1378517 true true false false false false false false false true true false false false true true true false false false false false false false true false false true false false false false false false false false false false false false false false false false false false false true 1 0 10 true false false false false false false false false X 16 16 false false false false false false false true true false false true true true true true true true true false X X SKY GETTYS 7406530643 115 S BROAD ST LANCASTER OH 43130 CARRIE WOODY CEO (FORMER) 40.00 X 60991 0 0 CHRISTINE SIMMONS CEO (CURRENT 40.00 X X 36651 0 0 SKY GETTYS DIRECTOR OF 35.00 X 32759 0 0 GARETH BOYD TRUSTEE 0.75 X 0 0 0 THERESA BYERS TRUSTEE 0.75 X 0 0 0 GAIL CHRISLEY VICE PRESIDE 0.75 X X 0 0 0 STEVE DAVIS TRUSTEE 0.75 X 0 0 0 NATHAN HALE TREASURER 0.75 X X 0 0 0 KEITH KUMLER PRESIDENT 0.75 X X 0 0 0 AMY LARE TRUSTEE 0.75 X 0 0 0 RICK LEMONDS TRUSTEE 0.75 X 0 0 0 MARK MATTHEWS TRUSTEE 0.75 X 0 0 0 PAUL MOENTMANN TRUSTEE 0.75 X 0 0 0 JOHN PEKAR TRUSTEE 0.75 X 0 0 0 JD POSTAGE TRUSTEE 0.75 X 0 0 0 ROBIN RHODES SECRETARY 0.75 X X 0 0 0 EVAN SAUNDERS TRUSTEE 0.75 X 0 0 0 BECKY SCHAADE TRUSTEE 0.75 X 0 0 0 130401 false false false 27642 58718 1400895 1487255 62465 62465 27642 28785 -28785 OTHER REVENUE 3380 3380 3380 1524315 65845 1056826 1056826 130401 65201 35844 29356 123738 46954 14394 62390 5596 1889 1189 2518 19624 6623 4171 8830 20143 7918 3921 8304 14583 4867 4582 5134 5000 5000 21974 790 21184 11528 3177 2192 6159 13161 3035 5368 4758 12568 4882 3847 3839 2965 1000 630 1335 2324 2324 2159 2159 PROGRAM EXPENSES 166132 166132 BAD DEBT EXPENSE 109791 109791 DUES 17259 8471 207 8581 EVENT EXPENSE 1854 1854 -937 -312 -312 -313 1736689 1378517 191097 167075 552 1283 681707 489510 420163 392663 8570 12800 36725 33831 1745 2894 1072494 1208660 2185231 2107810 12333 7291 5969 100942 114267 113275 127527 X 654225 468666 1417731 1511617 2071956 1980283 2185231 2107810 X -212374 115676 5025 X false true X true false X 1608761 1108892 1942927 1598897 1487255 7746732 1608761 1108892 1942927 1598897 1487255 7746732 325259 7421473 81160 13970 51340 27440 62465 236375 2380 2380 444 444 7985931 27884 0.92930 0.95560 X PART II, LINE 10 OTHER REVENUE 444 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1072494 5897 154963 15651 9043 1208660 885298 85909 108786 7499 1072494 13550 1024297 -144396 3000 5766 885298 552409 1267 60025 596945 3206 13550 705233 11796 119206 279437 4389 552409 0.40000 0.60000 true false 3842 3842 32883 29989 2894 2894 COMMUNITY IMPACT COMMITMENTS 76233 DUE TO OTHER UNITED WAY COUNTIES 21260 ACCRUED SPECIAL GRANT COMMITMENTS 9274 ACCRUED SPONSORSHIP COMMITMENTS 7500 114267 X 1564010 115676 5025 -81006 39695 1524315 1524315 1655683 -81006 -81006 1736689 1736689 SCHEDULE D, PAGE 2, PART V, LINE 4 FOR THE BENEFIT OF VARIOUS ORGANIZATIONS. SCHEDULE D, PAGE 3, PART X THE AGENCY IS A NON-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES IS REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE AGENCY AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE AGENCY HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE AGENCY HAS ANALYZED THE TAX POSITIONS TAKEN BY THE AGENCY, AND HAS CONCLUDED THAT AS OF JUNE 30, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE AGENCY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE AGENCY BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2021. SCHEDULE D, PAGE 4, PART XI, LINE 2D BAD DEBT EXPENSE -109,791 FUNDRAISING EVENT EXPENSE 28,785 SCHEDULE D, PAGE 4, PART XII, LINE 2D BAD DEBT EXPENSE -109,791 FUNDRAISING EVENT EXPENSE 28,785 COMMUNITY CARE 7550 7550 8001 5K & FUN WALK 7415 7415 7487 1 6201 6201 6201 21166 21166 21689 21689 -21689 true BIG BROTHERSBIG SISTERS 604 W FIFTH AVE LANCASTER OH 43130 310803659 3 60000 YOUTH MENTORING BOY SCOUTS OF AMERICA PO BOX 29207 COLUMBUS OH 43229 314388520 3 7500 TRADITIONAL SCOUTING GIRL SCOUTS OF OHIO HEARTLAND 3230 BOWERS LANE ZANESVILLE OH 43702 314379475 3 25000 LEADERSHIP DEVELOPME MID-OHIO PSYCHOLOGICAL SERVICES 624 E MAIN ST LANCASTER OH 43130 432113958 3 10000 THERAPEUTIC MENTORIN MAYWOOD MISSION 1029 S BROAD ST LANCASTER OH 43130 314388523 3 60000 CHILDCARE ROBERT K FOX FAMILY Y 465 W SIXTH AVE LANCASTER OH 43130 311132606 3 54000 SCHOLARSHIPS/CHILDCA PICKERINGTON SCHOOLSWISE 90 E STATE ST PICKERINGTON OH 43147 310657032 3 53500 AFTER SCHOOL PROGRAM FAIRFIELD CENTER FOR DISABILITIES 681 E 6TH AVE LANCASTER OH 43130 314416191 3 95000 TRSP/ADULT PROGRAMS HARCUM HOUSE 1147 E MAIN ST LANCASTER OH 43130 432113958 3 40000 CHILDREN/TRAUMA INFO NEW HORIZONS 1592 GRANVILLE PIKE LANCASTER OH 43130 310846860 3 52000 SUICIDE PREVENTION SALVATION ARMY 228 W HUBERT AVE LANCASTER OH 43130 135562351 3 60000 ADULT DAY CARE AMERICAN RED CROSS 828 N MEMORIAL DR LANCASTER OH 43130 530196605 3 12000 DISASTER RESPONSE CANAL WINCHESTER HUMAN SERVICES 80 COVENANT WAY CANAL WINCHESTER OH 43110 237454004 3 15000 FOOD PANTRY INFORMATION AND REFERRAL 108 W MAIN ST STE C LANCASTER OH 43130 510152391 3 86000 2-1-1 LIGHTHOUSE PO BOX 215 LANCASTER OH 43130 310986306 3 60000 EMERG PROT SHELTER LANCASTER FAIRFIELD COMM ACTION PO BOX 768 LANCASTER OH 43130 316060695 3 50000 FOOD PANTRY LUTHERAN SOCIAL SERVICES 1681 E MAIN ST LANCASTER OH 43130 314412586 3 70000 EMG SHELT/FOOD PANTR PICKERINGTON FOOD PANTRY 70 CROSS ST PICKERINGTON OH 43147 800312152 3 55000 FOOD PANTRY VICTORY CENTER FOOD PANTRY 4000 COONPATH RD CARROL OH 43112 521357491 3 30000 FEEDING OUR FUTURE FOUNDATION SHELTERS 800 WEST SIXTH AVE LANCASTER OH 43130 311419624 3 20000 SHELTER 26 SCHEDULE I, PAGE 1, PART I, LINE 2 EACH GRANT IS APPROVED BY THE UNITED WAY BOARD OF TRUSTEES. ONCE APPROVED, EACH GRANT RECIPIENT IS REQUIRED TO SUBMIT ANNUAL REPORTS THAT ARE REVIEWED AND APPROVED BY THE DIRECTOR OF COMMUNITY IMPACT. THE DIRECTOR OF FINANCE PAYS THE GRANTS MONTHLY OR ON A PRE-APPROVED SCHEDULE IF OTHER THAN MONTHLY. FORM 990, PAGE 1, PART I, LINE 6 17 TAX PROGRAM VOLUNTEERS 580 VOLUNTEERS HELPED AT EVENTS (CK, COMMUNITY CARE DAY, DAY OF ACTION) FORM 990, PAGE 2, PART III, LINE 4A THE MISSION OF THE UNITED WAY OF FAIRFIELD COUNTY IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. UNITED WAY'S STRENGTH IS ITS ABILITY TO BUILD PARTNERSHIPS AND TO LEVERAGE RESOURCES TO MAKE A MEASURABLE DIFFERENCE IN THE FAIRFIELD COUNTY COMMUNITY. USING THESE STRENGTHS, THE UNITED WAY HAS SET BOLD GOALS TO DELIVER SOLUTIONS TO COMMUNITY ISSUES IN THE AREAS OF EDUCATION, HEALTH, AND FINANCIAL STABILITY. PARTNERING WITH 24 FAIRFIELD COUNTY HEALTH AND HUMAN SERVICE AGENCIES, THE UNITED WAY HAS ALLOCATED FUNDS TO 26 PROGRAMS THAT PROVIDE SERVICES TO ASSIST INDIVIDUALS AND FAMILIES IN OUR COMMUNITY OVERCOME OBSTACLES TO ACCESS EDUCATION, TO IMPROVE THEIR HEALTH, AND THE WORK TOWARDS FINANCIAL STABILITY. FORM 990, PAGE 2, PART III, LINE 4D UNITED WAY OF FAIRFIELD COUNTY ORGANIZES AND FACILITATES THE FEEDING OUR FUTURE PROGRAM ON A MONTHLY BASIS THROUGHOUT THE SCHOOL YEAR. THE PROGRAM IS PRIMARILY FOR LOCAL ELEMENTARY SCHOOL STUDENTS ON THE FREE AND REDUCED LUNCH PROGRAM. REGISTERED STUDENTS RECEIVE A PACKAGE OF FOOD TO TAKE HOME ONCE A MONTH. THE PACKAGE INCLUDES A VARIETY OF CHOICES WHICH CONSIST OF APPROXIMATELY SIX MEALS TO GET THE STUDENT THROUGH THE WEEKEND AND USUALLY WEIGHS ABOUT EIGHT POUNDS. CURRENTLY, THE PROGRAM EXISTS IN 8 FAIRFIELD COUNTY ELEMENTARY, PRIMARY OR PRESCHOOLS SERVING OVER 7,700 STUDENTS EACH MONTH FOR 9 MONTHS. FORM 990, PAGE 6, PART VI, LINE 11B THE 990 IS REVIEWED AN APPROVED BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES. IT IS ALSO DISTRIBUTED TO THE FULL BOARD OF TRUSTEES FOR REVIEW. FORM 990, PAGE 6, PART VI, LINE 12C EACH BOARD MEMBER IS REQUESTED TO SIGN A CODE OF ETHICS POLICY WHICH INCLUDES CONFLICT OF INTEREST. THIS POLICY IS REVIEWED ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION IS REVIEWED ANNUALLY BY THE PERSONNEL COMMITTEE OF THE BOARD OF TRUSTEES. THEY GATHER REVIEWS FROM EACH TRUSTEE AND MAKE RECOMMENDATIONS TO THE FULL BOARD. DISCUSSION AND APPROVAL IS VOTED ON AT THE DECEMBER MEETING DURING EXECUTIVE SESSION. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION IS REVIEWED ANNUALLY BY THE PERSONNEL COMMITTEE OF THE BOARD OF TRUSTEES. THEY GATHER REVIEWS FROM EACH TRUSTEE AND MAKE RECOMMENDATIONS TO THE FULL BOARD. DISCUSSION AND APPROVAL IS VOTED ON AT THE DECEMBER MEETING DURING EXECUTIVE SESSION. FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE MISSION AND MISSION STATEMENT ARE POSTED TO THE WEBSITE. FORM 990, PART XI, LINE 9 BAD DEBT EXPENSE -109,791 FUNDRAISING EVENT EXPENSE 28,785 BAD DEBT EXPENSE 109,791 FUNDRAISING EVENT EXPENSE -28,785