2026-03-16T13:06:59+00:00 2025-06-30 135381590 BDO USA 200 PARK AVE 38TH FLOOR NEW YORK NY 10166 990 2024-07-01 346516654 UNITED WAY OF GREATER CLEVELAND UNIT 2164362100 1331 EUCLID AVENUE CLEVELAND OH 441151854 MICHAEL BEEDLES CFO 2026-03-16 true PAUL HAMMERSCHMIDT P01384178 2128858000 2026-03-12 2024 2025-03-06 01:10:19Z SHARON SOBOL JORDAN 1331 EUCLID AVENUE CLEVELAND OH 441151854 22427518 false 5378 X WWW.UNITEDWAYCLEVELAND.ORG X 1960 OH TO MAKE AN IMPACT IN THE COMMUNITY BY TAPPING INTO ITS COLLECTIVE ABILITY TO PROVIDE IMMEDIATE RELIEF FOR BASIC HUMAN NEEDS AND WORKING ACROSS SECTORS, SYSTEMS, AND NEIGHBORHOODS TO PREVENT AND ELIMINATE THE ROOT CAUSES OF THESE NEEDS AND DISPARITIES IN THE FIRST PLACE. 61 60 131 3000 0 16582757 14021494 2805911 2734171 542267 811672 106370 115208 20037305 17682545 4568532 2479916 0 0 8683126 8557616 154457 101200 4492120 6835233 5176655 20241348 16315387 -204043 1367158 44752374 41256826 24560343 18259794 20192031 22997032 X UNITED WAY OF GREATER CLEVELAND ("UWGC OR THE ORGANIZATION") IS A NOT-FOR-PROFIT CORPORATION LOCATED IN CLEVELAND, OHIO. UWGC SERVES AS AN ESSENTIAL COMMUNITY CONNECTOR, GENERATING AND COORDINATING RESOURCES ACROSS INDIVIDUAL DONORS, CORPORATIONS, SERVICE PROVIDERS AND GOVERNMENT AND CIVIC LEADERS TO IMPROVE LIVES AND CREATE COMMUNITY IMPACT AT SCALE. false false 3354496 0 998318 INFORMATION & REFERRAL - UNITED WAY SERVES AS THE GATEWAY TO SOCIAL SERVICES IN THE COMMUNITY THROUGH THEIR 2-1-1 SERVICE. UNITED WAY 2-1-1 CONNECTS INDIVIDUALS AND FAMILIES TO SOCIAL SERVICES 24 HOURS A DAY, EVERY DAY OF THE YEAR PROVIDING INFORMATION AND SERVICE NAVIGATION TO HELP PEOPLE FIND AND UNDERSTAND THEIR OPTIONS TO ACCESS COMMUNITY RESOURCES. 226,000 CLIENTS WERE CONNECTED WITH EXPERTS WHO HELP TO SECURE FOOD, HOUSING AND UTILITY ASSISTANCE, REDUCE PRESCRIPTION COSTS, SUPPORT VETERANS, AND MORE. 2650175 0 624168 ECONOMIC MOBILITY PROGRAMS AIM TO CLOSE WAGE GAPS AND BREAK THE CYCLE OF GENERATIONAL POVERTY BY INCREASING ACCESS TO EDUCATION FOR CHILDREN AND PAVING CAREER PATHWAYS FOR ADULTS. 3,000 WORKERS HAVE BEEN CONNECTED WITH IN-DEMAND CAREERS. 2479916 2479916 0 AGENCY CAPACITY - UNITED WAY CONNECTS DONORS AND CAUSES AND IS DEDICATED TO PUTTING DONOR DOLLARS TO WORK MAKING THE GREATEST IMPACT FOR PEOPLE IN NEED. UNITED WAY PROVIDES AGENCY PARTNER RESOURCES FOR CAPACITY BUILDING. UNITED WAY ALSO FUNDS CATHOLIC CHARITIES, UNITED BLACK FUND, AND THE JEWISH COMMUNITY FEDERATION. 432281 0 950597 HOUSING STABILITY SERVICES HELP TO DECREASE THE LIKELIHOOD OF SYSTEMATIC AND GENERATIONAL POVERTY BY CREATING A FOUNDATION TO DECREASE HOMELESSNESS AND ENSURE HOUSING IS SAFE, SECURE AND STABLE. APPROXIMATELY 30,000 LEADERSHIP IN ENERGY AND ENVIRONMENTAL DESIGN (LEED) SAFE CERTIFICATES HAVE BEEN ISSUED AS PART OF THE COALITION. 330903 0 161088 HEALTH PATHWAY SERVICES, OUTREACH ACTIVITIES AND PROGRAM TARGET THE MEDICAL AND SOCIAL DETERMINANTS OF HEALTH, ADDRESSING IMMEDIATE NEEDS AS WELL AS THE LONG TERM WELL BEING OF RESIDENTS. APPROXIMATELY 700 CHRONICALLY ILL ADULTS RECEIVED MEDICALLY TAILORED HOME DELIVERED MEALS AND ASSISTANCE TO ADDRESS HEALTH RELATED SOCIAL NEEDS. APPROXIMATELY 40 FOOD PANTRIES RECEIVED FUNDING, SUPPLIES AND MAINTENANCE TO SUSTAIN THE PANTRIES EFFECTIVELY. 763184 1111685 9247771 true true false true false false false false true true true true false true true true false true false false false false false true true false false true false true false false false false false false false false false false false false false false true true true false false false true 30 0 true 131 true false false false false false true true false false false false false false X 61 60 false false false false false false false true true false true true true true true true true true true true false false OH X X MICHAEL BEEDLES CFO 2164362100 1331 EUCLID AVENUE CLEVELAND OH 44115 ANDREW J PAINE III TREASURER & CHAIR, FINANCE COMMITTEE 2.0 0.4 X X 0 0 0 CHRIS ADAMS CHAIR, MARKETING & BRAND STRATEGY COMMITTEE 2.0 0.4 X X 0 0 0 ENID B ROSENBERG CHAIR, GOVERNANCE & NOMINATING COMMITTEE 2.0 0.4 X X 0 0 0 IRA C KAPLAN CO-CHAIR, STRATEGIC PLANNING 2.0 0.4 X X 0 0 0 J DAVID HELLER CO-CHAIR, STRATEGIC PLANNING 2.0 0.4 X X 0 0 0 JAMES A RATNER VICE CHAIR 2.0 0.4 X X 0 0 0 JEFFREY D ZIMON CHAIR, HUMAN RESOURCES COMMITTEE 2.0 0.4 X X 0 0 0 JEROME GRISKO VICE CHAIR, COMMUNITY INVESTMENT COMMITTEE 2.0 0.2 X X 0 0 0 KEVIN CLAYTON CO-CHAIR, STRATEGIC PLANNING 2.0 0.4 X X 0 0 0 KIM MEISEL PESSES CHAIR, COMMUNITY INVESTMENT COMMITTEE 2.0 0.4 X X 0 0 0 MONTE REPASKY CHAIR, RESOURCE DEVELOPMENT COMMITTEE 2.0 0.4 X X 0 0 0 PAUL J DOLAN IMMEDIATE PAST CHAIR 2.0 0.7 X X 0 0 0 SHARON SOBOL JORDAN PRESIDENT & CEO 37.0 3.0 X X 402933 0 84599 SONALI B WILSON ESQ ASST SECRETARY & CHAIR, PUBLIC POLICY & ADVOCACY COMMITTEE 2.0 0.7 X X 0 0 0 TARAS G SZMAGALA JR VICE CHAIR, PUBLIC POLICY & ADVOCACY COMMITTEE 2.0 0.4 X X 0 0 0 VANESSA L WHITING ESQ CHAIR 2.0 0.4 X X 0 0 0 VICTOR RUIZ SECRETARY 2.0 0.4 X X 0 0 0 ALLISON TALLER REICH DIRECTOR (THRU 9/24) 1.0 0.1 X 0 0 0 ANDRE GREMILLET DIRECTOR (THRU 9/24) 1.0 0.1 X 0 0 0 ANDREA M HOGBEN DIRECTOR (THRU 9/24) 1.0 0.1 X 0 0 0 BEVERLY J SCHNEIDER DIRECTOR (THRU 9/24) 1.0 0.2 X 0 0 0 BRIAN J RICHARDSON DIRECTOR 1.0 0.1 X 0 0 0 CALDER MELLINO DIRECTOR (AS OF 9/24) 1.0 0.1 X 0 0 0 CECIL J LIPSCOMB DIRECTOR 1.0 0.1 X 0 0 0 CIPRIANO BEREDO DIRECTOR (AS OF 9/24) 1.0 0.1 X 0 0 0 COLLEEN COTTER DIRECTOR 1.0 0.1 X 0 0 0 CRAIG ARNOLD DIRECTOR 1.0 0.2 X 0 0 0 DANIEL P WALSH JR DIRECTOR 1.0 0.1 X 0 0 0 DAVID C FULTON JR DIRECTOR 1.0 0.4 X 0 0 0 DAVID MILLER DIRECTOR (THRU 9/24) 1.0 0.1 X 0 0 0 DEE BAGWELL HASLAM DIRECTOR 1.0 0.3 X 0 0 0 EDWARD J BELL DIRECTOR 1.0 0.2 X 0 0 0 ELIZABETH HIJAR DIRECTOR 1.0 0.1 X 0 0 0 EMILY CAMPBELL DIRECTOR (AS OF 9/24) 1.0 0.1 X 0 0 0 ERIK JANAS DIRECTOR (AS OF 9/24) 1.0 0.1 X 0 0 0 ERIKA RUDIN-LURIA DIRECTOR 1.0 0.1 X 0 0 0 FELTON THOMAS JR DIRECTOR 1.0 0.1 X 0 0 0 FIONA CHAMBER DIRECTOR (AS OF 12/24) 1.0 0.1 X 0 0 0 GEORGE A SAMPLE DIRECTOR 1.0 0.1 X 0 0 0 HARRIET APPLEGATE DIRECTOR 1.0 0.2 X 0 0 0 HOWARD W HANNA DIRECTOR (THRU 9/24) 1.0 0.1 X 0 0 0 INDIA BIRDSONG TERRY DIRECTOR 1.0 0.1 X 0 0 0 JASMIN SANTANA DIRECTOR 1.0 0.1 X 0 0 0 JEFFERY K PATTERSON DIRECTOR 1.0 0.1 X 0 0 0 JENICE CONTRERAS DIRECTOR 1.0 0.1 X 0 0 0 JESSICA MATIA DIRECTOR (THRU 9/24) 1.0 0.1 X 0 0 0 JOHN R CORLETT DIRECTOR (THRU 9/24) 1.0 0.1 X 0 0 0 JOY JOHNSON DIRECTOR 1.0 0.1 X 0 0 0 JUSTIN BIBB DIRECTOR 1.0 0.1 X 0 0 0 KEITH J LIBMAN DIRECTOR 1.0 0.4 X 0 0 0 KEVIN MARTIN DIRECTOR 1.0 0.1 X 0 0 0 KIP BOLLIN DIRECTOR 1.0 0.1 X 0 0 0 LEONARDO DICOSIMO DIRECTOR (9/24-11/24) 1.0 0.1 X 0 0 0 LORNA WISHAM DIRECTOR 1.0 0.2 X 0 0 0 MARK MEDER DIRECTOR (AS OF 9/24) 1.0 0.1 X 0 0 0 MATT CAROLL DIRECTOR (THRU 9/24) 1.0 0.1 X 0 0 0 MAYNARD A BUCK DIRECTOR 1.0 0.1 X 0 0 0 MELISSA MAKI DIRECTOR 1.0 0.1 X 0 0 0 MICHAEL BASTON DIRECTOR 1.0 0.1 X 0 0 0 MICHELLE L CONNELL DIRECTOR (THRU 9/24) 1.0 0.1 X 0 0 0 MIRANDA CREEL DIRECTOR (AS OF 12/24) 1.0 0.1 X 0 0 0 NABIL CHEHADE DIRECTOR 1.0 0.1 X 0 0 0 NICK KOMPARE DIRECTOR (AS OF 9/24) 2.0 0.2 X 0 0 0 PATRICK GAREAU DIRECTOR 1.0 0.1 X 0 0 0 PATRICK M PASTORE DIRECTOR (THRU 9/24) 1.0 0.4 X 0 0 0 PAUL L WELLENER IV DIRECTOR 1.0 0.2 X 0 0 0 RONN RICHARD DIRECTOR (THRU 9/24) 1.0 0.2 X 0 0 0 RYAN PUENTE DIRECTOR 1.0 0.2 X 0 0 0 SHARI OBRENSKI DIRECTOR 1.0 0.1 X 0 0 0 STEFFANY LARKINS DIRECTOR 1.0 0.1 X 0 0 0 STEPHEN HOFFMAN DIRECTOR 1.0 0.1 X 0 0 0 SUSAN D KRANTZ DIRECTOR 1.0 0.2 X 0 0 0 TOMISLAV MIHALJEVIC DIRECTOR 1.0 0.1 X 0 0 0 WARREN MORGAN DIRECTOR 1.0 0.1 X 0 0 0 DEBORAH ENTY CHIEF FINANCE, CFO (THRU 8/24) 37.0 3.0 X 149577 0 22571 MICHAEL BEEDLES CHIEF FINANCIAL OFFICER (AS OF 1/25) 38.0 2.0 X 0 0 0 KENNETH SURRATT CHIEF COMMUNITY INVESTMENT & RESOURCE DEVELOPMENT 38.0 2.0 X 187727 0 30132 KRISTIN POPELMAYER CHIEF BRAND MARKETING & COMMUNICATIONS 38.0 2.0 X 143777 0 38084 MICHAEL BROWN SENIOR DIRECTOR, HR 38.0 2.0 X 130878 0 45340 RUTH DOBRANIC SENIOR DIRECTOR, FINANCE 38.0 2.0 X 134901 0 29115 TOI COMER VP RESOURCE DEVELOPMENT 38.0 2.0 X 147907 0 9697 1297700 0 259538 13 false true false HEATH ANALYTICS LLC 20 DERBY DRIVE WASHINGTON PA 15301 IT CONSULTING SERVICES 418721 BDO USA PO BOX 642743 PITTSBURGH PA 152642743 TAX & AUDIT SERVICES 161172 MERIDIAN MANAGEMENT PARTNERS 39 NEWGATE ROAD PITTSBURGH PA 15202 FINANCIAL CONSULTING SERVICES 129472 COMMUNITY COUSELING SERVICES 527 MADISON AVENUE NEW YORK NY 10022 DEVELOPMENT CONSULTING SERVICES 101200 4 68950 13952544 14021494 PROGRAM FEES 900099 2734171 2734171 0 0 0 0 0 0 2734171 621271 0 0 621271 0 0 4845263 4654862 190401 0 190401 0 0 190401 92507 68950 90111 2396 0 2396 MISCELLANEOUS REVENUE 900099 112812 0 0 112812 0 0 0 0 112812 17682545 2734171 0 926880 2479916 2479916 0 0 535461 273085 64255 198121 5915853 3095717 596603 2223533 75511 34377 14228 26906 1556176 732363 258432 565381 474615 246070 48915 179630 42190 0 42190 0 219820 0 219820 0 78000 78000 0 0 101200 101200 49495 0 49495 0 1544977 1314445 0 230532 418537 174055 85825 158657 980513 363307 207107 410099 496134 134395 224224 137515 10208 9050 223 935 154340 63498 24342 66500 366238 0 366238 0 554019 149572 277033 127414 164920 51123 63587 50210 DUES & SUBSCRIPTIONS 50827 15666 20944 14217 MISCELLANEOUS EXPENSES 46437 33132 12035 1270 0 0 0 0 16315387 9247771 2575496 4492120 3833023 1819496 7355858 2904648 7663036 7554690 1240385 1203553 0 0 0 0 489096 703064 24620287 13225211 11927681 11395076 3022119 2378408 0 9221176 13297891 44752374 41256826 2464791 2646901 12383569 6656534 0 0 7007443 6802416 2704540 2153943 24560343 18259794 X 5632301 6734025 14559730 16263007 20192031 22997032 44752374 41256826 X 1367158 667568 770275 X false true true true true X 16888003 15271033 19199755 16582757 14021494 81963042 0 0 16888003 15271033 19199755 16582757 14021494 81963042 23260467 58702575 99827 303806 605982 517351 621271 2148237 104660 0 0 0 0 104660 8981 220553 448899 180196 112812 971441 85187380 17439550 0.68910 0.6417 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - MISCELLANEOUS INCOME, COLUMN A - 8981.0, COLUMN B - 220553.0, COLUMN C - 448899.0, COLUMN D - 180196.0, COLUMN E - 112812.0, COLUMN F - 971441.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 78000 0 78000 11745267 11823267 741163 0 185291 0 0 1000000 1000000 1000000 741163 3741163 5611745 35000 42000 42000 78000 197000 250000 250000 250000 185291 935291 1402936 35000 42000 42000 78000 197000 4812083 471872 1465545 22436 3795974 5546724 545628 1257446 22823 4812083 5013445 570453 37174 5546724 7479730 -2079790 350000 36495 5013445 7212422 1377692 1050460 59924 7479730 0.42 0.58 0.0 false false 512500 512500 17713552 7024421 10689131 6394235 6200790 193445 11395076 Closely-held equity interests Financial derivatives HELD AT COMMUNITY FOUNDATION 1869984 F FIXED INCOME ALTERNATIVE INVESTMENT 508424 F 2378408 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION 12995553 INTEREST RATE SWAP 302338 13297891 Federal Income Taxes OTHER LIABILITIES 1111325 PENSION LIABILITY 1042618 2153943 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part IV, Line 2b ESCROW OR CUSTODIAL ACCOUNT LIABILITY CUSTODIAL FUNDS ARE AMOUNTS HELD BY UNITED WAY OF GREATER CLEVELAND THAT LEGALLY BELONG TO UNRELATED AND RELATED ENTITIES. ACCORDINGLY, THESE AMOUNTS ARE RECORDED AS BOTH AN ASSET AND LIABILITY OF THE ORGANIZATION. THE ORGANIZATION DID NOT HOLD ANY CUSTODIAL FUNDS FOR FISCAL YEAR END JUNE 30, 2025. Schedule D, Part V, Line 4 Intended uses of endowment funds UNITED WAY'S SPENDING POLICY IS TO USE 4% OF A THREE YEAR ROLLING AVERAGE OF THE QUASI ENDOWMENT FUND AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS FOR SPECIFIC PURPOSES. THE ORGANIZATION USES THESE FUNDS FOR THE CAPITAL NEEDS OF THE ORGANIZATION AND CERTAIN OPERATING COSTS. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote UNCERTAIN INCOME TAX POSITIONS ARE EVALUATED AT LEAST ANNUALLY BY MANAGEMENT. UNITED WAY OF GREATER CLEVELAND CLASSIFIES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS AS INCOME TAX EXPENSE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. AS OF JUNE 30, 2025, THE ORGANIZATION HAS IDENTIFIED NO UNCERTAIN INCOME TAX POSITIONS AND HAS INCURRED NO AMOUNTS FOR INCOME TAX PENALTIES AND INTEREST FOR THE YEAR THEN ENDED. X X X X X X X true COMMUNITY COUNSELING SERVICES CO LLC PO BOX 82 PHILADELPHIA PA 19182 DEVELOPMENT CONSULTING SVCS. false 0 101200 -101200 0 101200 -101200 OH SIGNATURE EVENT 131930 63450 68480 5331 19143 22500 19528 EMERGING LEADERS 29527 5500 24027 17990 4175 0 1444 0 161457 68950 92507 23321 23318 22500 20972 90111 2396 true ENTERPRISE COMMUNITY 812 HURON ROAD CLEVELAND OH 44115 521231931 501(C) (3) 175000 HOUSING STABILITY LUTHERAN METROPOLITIAN MINISTRY 4515 SUPERIOR AVE CLEVELAND OH 44113 341043756 501(C) (3) 175000 HOUSING STABILITY ASIA SERVICES IN ACTION INC 3631 PERKINS AVE CLEVELAND OH 44114 341798850 501(C) (3) 150000 ECONOMIC MOBILITY LEGAL AID SOCIETY OF CLEVELAND 4115 BRIDGE AVE CLEVELAND OH 44113 340866026 501(C) (3) 150000 ECONOMIC MOBILITY LEXINGTON BELL COMMUNITY CENTER 7724 LEXINGTON AVE CLEVELAND OH 44103 341117206 501(C) (3) 150000 ECONOMIC MOBILITY HUNGER NETWORK 4415 EUCLID AVENUE CLEVELAND OH 44103 341810545 501(C) (3) 140000 HEALTH PATHWAYS PASSAGES INC 4600 CARNEGIE AVENUE CLEVELAND OH 44103 510455278 501(C) (3) 125000 ECONOMIC MOBILITY RAVENWOOD HEALTH 12557 RAVENWOOD DR CHARDON OH 44024 346573631 501(C) (3) 125000 ECONOMIC MOBILITY CLEVELAND RAPE CRISIS CENTER 2937 WEST 25TH STREET CLEVELAND OH 44113 510164315 501(C) (3) 125000 HEALTH PATHWAYS BLACK CHILD DEVEOPMENT INSTITUTE OHIO PO BOX 22875 CLEVELAND OH 44122 823985002 501(C) (3) 100000 ECONOMIC MOBILITY CLEVELAND CENTERS FOR ARTS & TECH 3634 EUCLID AVE CLEVELAND OH 44115 271193704 501(C) (3) 100000 ECONOMIC MOBILITY MILESTONE AUTISM RESOURCES 4853 GALAXY PARKWAY CLEVELAND OH 44128 200721205 501(C) (3) 100000 ECONOMIC MOBILITY TOWARDS EMPLOYMENT INC 1255 EUCLID AVENUE SUITE 300 CLEVELAND OH 44115 341578831 501(C) (3) 100000 ECONOMIC MOBILITY YWCA OF GREATER CLEVELAND 4019 PROSPECT AVENUE CLEVELAND OH 44103 340714800 501(C) (3) 100000 ECONOMIC MOBILITY FOOD STRONG 1901 TRAIN AVENUE DOWN CLEVELAND OH 44113 831580187 501(C) (3) 100000 HEALTH PATHWAYS SPANISH AMERICAN COMMITTEE FOR A BETTER COMMUNITY 4407 LORAIN AVENUE CLEVELAND OH 44113 341028559 501(C) (3) 100000 HEALTH PATHWAYS CATHOLIC CHARITIES CORPORATION 602 SOUTH ST STE D1 CHARDON OH 44024 341318541 501(C) (3) 100000 HEALTH PATHWAYS AXESSPOINTE COMMUNITY HEALTH CENTER 13211 AQUILLA RD CHARDON OH 44024 341735884 501(C) (3) 100000 HOUSING STABILITY 18 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds UNITED WAY OF GREATER CLEVELAND CLOSELY MONITORS THE USE OF GRANT FUNDS VIA A PROCESS WHICH INCLUDES A PROGRAM REVIEW AND OUTCOME MEASUREMENT OF PROGRAM RESULTS. EACH PROGRAM GRANTEE SUBMITTED A PROPOSAL FOR THE PROGRAM TO BE FUNDED AND WILL BE EVALUATED BASED ON THE OUTCOMES RESULTING FROM THE PROGRAM ACTIVITIES. X X true true X X false true false false false false false false false SHARON SOBOL JORDAN PRESIDENT & CEO 402933 0 0 0 0 0 53000 0 31599 0 487532 0 0 0 DEBORAH ENTY CHIEF FINANCE, CFO (THRU 8/24) 149577 0 0 0 0 0 7200 0 15371 0 172148 0 0 0 TOI COMER VP RESOURCE DEVELOPMENT 147907 0 0 0 0 0 5528 0 4169 0 157604 0 0 0 KRISTIN POPELMAYER CHIEF BRAND MARKETING & COMMUNICATIONS 143777 0 0 0 0 0 23000 0 15084 0 181861 0 0 0 KENNETH SURRATT CHIEF COMMUNITY INVESTMENT & RESOURCE DEVELOPMENT 187727 0 0 0 0 0 15000 0 15132 0 217859 0 0 0 MICHAEL BROWN SENIOR DIRECTOR, HR 130878 0 0 0 0 0 2400 0 42940 0 176218 0 0 0 RUTH DOBRANIC SENIOR DIRECTOR, FINANCE 134901 0 0 0 0 0 3330 0 25785 0 164016 0 0 0 Schedule J, Part I, Line 1a Discretionary spending account THE CEO HAS A DISCRETIONARY FUND DESIGNATED FOR APPROPRIATE BUSINESS PURPOSES, PRIMARILY USED FOR OUT-OF-BUDGET ITEMS. ALL EXPENDITURES ALIGN WITH ORGANIZATIONAL GOALS AND ARE SUBJECT TO INTERNAL REVIEW. Schedule J, Part I, Line 1a Health or social club dues or initiation fees A SOCIAL CLUB MEMBERSHIP IS PROVIDED TO THE PRESIDENT AND CEO OF UNITED WAY OF GREATER CLEVELAND TO BE USED TO CONDUCT UNITED WAY BUSINESS. DOCUMENTATION IS PROVIDED FOR THE REIMBURSEMENT OF ALL DUES AND OTHER REIMBURSABLE EXPENSES FOR THE MEMBERSHIP. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan SHARON SOBOL JORDAN, PRESIDENT & CEO PARTICIPATES IN A 457(F) PLAN. NO EMPLOYER CONTRIBUTIONS WERE MADE DURING THE YEAR. Form 990, Part III, Line 4d Description of other program services (Expenses $ 432,281 including grants of $ 0)(Revenue $ 950,597) HOUSING STABILITY SERVICES HELP TO DECREASE THE LIKELIHOOD OF SYSTEMATIC AND GENERATIONAL POVERTY BY CREATING A FOUNDATION TO DECREASE HOMELESSNESS AND ENSURE HOUSING IS SAFE, SECURE AND STABLE. APPROXIMATELY 30,000 LEADERSHIP IN ENERGY AND ENVIRONMENTAL DESIGN (LEED) SAFE CERTIFICATES HAVE BEEN ISSUED AS PART OF THE COALITION. Form 990, Part III, Line 4d Description of other program services (Expenses $ 330,903 including grants of $ 0)(Revenue $ 161,088) HEALTH PATHWAY SERVICES, OUTREACH ACTIVITIES AND PROGRAM TARGET THE MEDICAL AND SOCIAL DETERMINANTS OF HEALTH, ADDRESSING IMMEDIATE NEEDS AS WELL AS THE LONG TERM WELL BEING OF RESIDENTS. APPROXIMATELY 700 CHRONICALLY ILL ADULTS RECEIVED MEDICALLY TAILORED HOME DELIVERED MEALS AND ASSISTANCE TO ADDRESS HEALTH RELATED SOCIAL NEEDS. APPROXIMATELY 40 FOOD PANTRIES RECEIVED FUNDING, SUPPLIES AND MAINTENANCE TO SUSTAIN THE PANTRIES EFFECTIVELY. Form 990, Part VI, Line 15b PROCESS OF DETERMINING COMPENSATION THE PRESIDENT & CEO SETS THE COMPENSATION FOR THE OTHER OFFICERS AND KEY EMPLOYEES BASED ON SALARY DATA THAT IS UPDATED PERIODICALLY OR SOONER AS NEEDED. Form 990, Part VI, Line 11b Review of form 990 by governing body FORM 990 WAS PREPARED BY A NATIONAL ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCE DEPARTMENT. A DRAFT FORM 990 WAS PRESENTED TO THE FINANCE COMMITTEE FOR REVIEW AND THEN PROVIDED TO THE BOARD OF DIRECTORS BEFORE IT WAS FILED WITH THE INTERNAL REVENUE SERVICE. Form 990, Part VI, Line 12c Conflict of interest policy ALL BOARD MEMBERS AND EMPLOYEES COMPLETE CONFLICT OF INTEREST STATEMENTS ANNUALLY, AS WELL AS DURING THE NEW HIRE PROCESS. THESE STATEMENTS ARE REVIEWED BY THE BOARD AND STAFF TO ENSURE THERE ARE NO CONFLICTS OF INTEREST. Form 990, Part VI, Line 15a Process to establish compensation of top management official A COMMITTEE CONSISTING OF SEVERAL BOARD OF DIRECTORS REVIEW THE PRESIDENT & CEO COMPENSATION AND BENEFITS THAT ARE OUTLINED ON THE TERMS OF EMPLOYMENT CONTRACT. THE COMMITTEE UTILIZES DATA AS SET FORTH IN EMPLOYMENT CONTRACT TO SUBSTANTIATE ANY RECOMMENDED ADJUSTMENTS. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE PRESIDENT & CEO SETS THE COMPENSATION FOR THE OTHER OFFICERS AND KEY EMPLOYEES BASED ON SALARY DATA THAT IS UPDATED PERIODICALLY OR SOONER AS NEEDED. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON ITS WEBSITE AND ARE AVAILABLE UPON REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances OTHER COMPONENTS OF NET PERIODIC PENSION COST - 4113; CHANGE IN INTEREST RATE SWAP - -276692; PENSION-RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST - 388101; ASSETS FROM DISSOLUTION OF UNITED WAY OF GEAUGA COUNTY - 654753; Total - 770275; UNITED WAY PROPERTIES LLC 1331 EUCLID AVENUE CLEVELAND OH 44115 PROPERTY MANAGEMENT OH 0 0 UWGC UNITED WAY OF GEAUGA COUNTY 209 CENTER STREET CHARDON OH 44024 205575556 COMM ADVANCE OH 501(c)(3) 7 UWGC true CLEVELAND COMMUNITY FUND 1331 EUCLID AVENUE CLEVELAND OH 44115 340714586 SUPPORT ORGANIZATION OH 501(c)(3) Type I NA false UW GREATER CLEVELAND PHILANTHROPIC FUND 1331 EUCLID AVENUE CLEVELAND OH 44115 842305005 SUPPORT ORGANIZATION OH 501(c)(3) Type I UWGC true false false false false false false false false false false false false true true true false false false false