2026-05-15T09:08:45-04:00 2025-06-30 831639096 SEO CPA GROUP LTD 3596 MAPLE AVE STE B ZANESVILLE OH 43701 990 2024-07-01 310644804 UNITED WAY OF FAIRFIELD COUNTY UNIT 7406530643 115 S BROAD ST LANCASTER OH 43130 GARRETT DAVIS FINANCE & HR OFFICER 7406530643 2026-05-15 true false HEATHER DOLEN CPA P01261466 7408681100 2026-05-15 2024 2025-03-06 01:10:19Z MELISSA DEVER 115 S BROAD ST LANCASTER OH 43130 1548165 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. 15 15 8 545 0 1487255 1494841 0 62465 52917 -25405 -23295 1524315 1524463 1056826 989760 0 299502 276998 0 143933 380361 299536 1736689 1566294 -212374 -41831 2107810 2132127 127527 107351 1980283 2024776 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 1111091 989760 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. 36060 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 1,032 INDIVIDUALS OR FAMILIES DURING THE 2025 TAX SEASON. OUR TCE SITE PREPARED OVER 250 TAX RETURNS DURING 2025. BOTH SITES UTILIZE IRS CERTIFIED VOLUNTEERS TO PREPARE AND FILE THE RETURNS. CLIENTS RECEIVED A TOTAL OF 1.3 MILLION IN REFUNDS. 141360 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 5,600 PRESCHOOL AGED CHILDREN IN FAIRFIELD COUNTY EACH MONTH. 1288511 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 8 true false false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true true false X X GARRETT DAVIS 7406530643 115 SOUTH BROAD STREET LANCASTER OH 43130 SKY GETTYS DIRECTOR OF 35.00 X 66199 0 0 CHRISTINE SIMMONS CEO (FORMER) 40.00 X 55225 0 0 MELISSA DEVER CEO (CURRENT 40.00 X 25870 0 0 GARETH BOYD TRUSTEE 0.75 X 0 0 0 KELLY BROWN TRUSTEE 0.75 X 0 0 0 THERESA BYERS VICE PRESIDE 0.75 X X 0 0 0 STEVE DAVIS TRUSTEE 0.75 X 0 0 0 NATHAN HALE PRESIDENT 0.75 X X 0 0 0 KEITH KUMLER PAST PRESIDE 0.75 X 0 0 0 MARK MATTHEWS TRUSTEE 0.75 X 0 0 0 PAUL MOENTMANN SECRETARY 0.75 X X 0 0 0 AMY PALMER 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 DR JEAN ROBERTSON TRUSTEE 0.75 X 0 0 0 EVAN SAUNDERS TRUSTEE 0.75 X 0 0 0 BECKY SCHAADE TREASURER 0.75 X X 0 0 0 COURTNEY WRIGHT TRUSTEE 0.75 X 0 0 0 GARRETT DAVIS FINANCE & HR 40.00 X 0 0 0 147294 false false false 21412 44164 1429265 1494841 52917 52917 21412 23702 -23702 OTHER REVENUE 407 407 407 1524463 53324 989760 989760 147296 73648 38666 34982 90771 30764 9184 50823 4488 1515 953 2020 14700 4961 3123 6616 19743 7773 3840 8130 14140 4719 4457 4964 17374 377 16997 6709 2021 1670 3018 13876 3032 5363 5481 12458 4723 3872 3863 1593 538 337 718 1158 1158 2472 2472 PROGRAM EXPENSES 158872 158872 BAD DEBT EXPENSE 58123 58123 DUES 12761 6185 255 6321 1566294 1288511 133850 143933 1283 964 489510 447960 392663 375891 12800 14721 36725 34989 2894 1736 1208660 1290855 2107810 2132127 7291 3356 5969 7091 114267 96904 127527 107351 X 468666 466929 1511617 1557847 1980283 2024776 2107810 2132127 X -41831 81544 4780 X false true X true false X 1108892 1942927 1598897 1487255 1494841 7632812 1108892 1942927 1598897 1487255 1494841 7632812 625652 7007160 13970 51340 27440 62465 52917 208132 2380 2380 444 444 7843768 27884 0.89330 0.92930 X PART II, LINE 10 OTHER REVENUE 444 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1208660 11767 128082 45554 12100 1290855 1072494 5897 154963 15651 9043 1208660 885298 85909 108786 7499 1072494 13550 1024297 -144396 3000 5766 885298 552409 1267 60025 596945 3206 13550 0.40000 0.60000 true false 3842 3842 32883 31147 1736 1736 COMMUNITY IMPACT COMMITMENTS 62988 DUE TO OTHER UNITED WAY COUNTIES 22698 ACCRUED SPECIAL GRANT COMMITMENTS 6590 ACCRUED SPONSORSHIP COMMITMENTS 4628 96904 X 1576366 81544 4780 -34421 51903 1524463 1524463 1531873 -34421 -34421 1566294 1566294 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, 2025, 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 2022. SCHEDULE D, PAGE 4, PART XI, LINE 2D BAD DEBT EXPENSE -58,123 FUNDRAISING EVENT EXPENSE 23,702 SCHEDULE D, PAGE 4, PART XII, LINE 2D BAD DEBT EXPENSE -58,123 FUNDRAISING EVENT EXPENSE 23,702 COMMUNITY CARE 6500 6500 8644 6500 6500 8644 8644 -8644 true BIG BROTHERSBIG SISTERS 604 W FIFTH AVE LANCASTER OH 43130 310803659 3 57430 YOUTH MENTORING BOY SCOUTS OF AMERICA PO BOX 29207 COLUMBUS OH 43229 314388520 3 7179 TRADITIONAL SCOUTING GIRL SCOUTS OF OHIO HEARTLAND 3230 BOWERS LANE ZANESVILLE OH 43702 314379475 3 23929 LEADERSHIP DEVELOPME MID-OHIO PSYCHOLOGICAL SERVICES 624 E MAIN ST LANCASTER OH 43130 432113958 3 9572 THERAPEUTIC MENTORIN MAYWOOD MISSION 1029 S BROAD ST LANCASTER OH 43130 314388523 3 57430 CHILDCARE ROBERT K FOX FAMILY Y 465 W SIXTH AVE LANCASTER OH 43130 311132606 3 51688 SCHOLARSHIPS/CHILDCA PICKERINGTON SCHOOLSWISE 90 E STATE ST PICKERINGTON OH 43147 310657032 3 51209 AFTER SCHOOL PROGRAM FAIRFIELD CENTER FOR DISABILITIES 681 E 6TH AVE LANCASTER OH 43130 314416191 3 90931 TRSP/ADULT PROGRAMS HARCUM HOUSE 1147 E MAIN ST LANCASTER OH 43130 432113958 3 38287 CHILDREN/TRAUMA INFO NEW HORIZONS 1592 GRANVILLE PIKE LANCASTER OH 43130 310846860 3 49773 SUICIDE PREVENTION SALVATION ARMY 228 W HUBERT AVE LANCASTER OH 43130 135562351 3 57430 ADULT DAY CARE AMERICAN RED CROSS 828 N MEMORIAL DR LANCASTER OH 43130 530196605 3 11486 DISASTER RESPONSE CANAL WINCHESTER HUMAN SERVICES 80 COVENANT WAY CANAL WINCHESTER OH 43110 237454004 3 14358 FOOD PANTRY INFORMATION AND REFERRAL 108 W MAIN ST STE C LANCASTER OH 43130 510152391 3 82316 2-1-1 LIGHTHOUSE PO BOX 215 LANCASTER OH 43130 310986306 3 57430 EMERG PROT SHELTER LANCASTER FAIRFIELD COMM ACTION PO BOX 768 LANCASTER OH 43130 316060695 3 47858 FOOD PANTRY LUTHERAN SOCIAL SERVICES 1681 E MAIN ST LANCASTER OH 43130 314412586 3 67001 EMERG SHELTER/PANTRY PICKERINGTON FOOD PANTRY 70 CROSS ST PICKERINGTON OH 43147 800312152 3 52644 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 19143 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 20 TAX PROGRAM VOLUNTEERS 525 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 6, PART VI, LINE 11B THE 990 IS REVIEWED AND 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 -58,123 FUNDRAISING EVENT EXPENSE 23,702 BAD DEBT EXPENSE 58,123 FUNDRAISING EVENT EXPENSE -23,702