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Nonprofiteer
← UNITED WAY OF GREATER CLEVELAND FUND

Form 990 for tax year 2023

Filed by UNITED WAY OF GREATER CLEVELAND FUND.

Totals

Total revenue
$20,037,305
Total expenses
$20,241,348
Contributions and grants received
$16,582,757
Grants paid
$4,568,532
Program service revenue
$2,805,911
Investment income
$542,267
Other revenue
$106,370
Total assets, end of year
$44,752,374
Total liabilities, end of year
$24,560,343
Net assets or fund balances, end of year
$20,192,031
Program services expenses (Part IX)
$11,230,605
Management and general expenses
$4,898,243
Fundraising expenses
$4,112,500
Program service expenses (Part III)
$11,230,605

Program services were 55.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $70,000

  • 1f · All other contributions, gifts and grants

    $16,512,757

  • 2a · Program service revenue: PROGRAM FEES

    total $2,805,911 · related or exempt $2,805,911

  • 3 · Investment income

    total $517,351 · unrelated business $0 · excluded $517,351

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $2,212,878

  • 7b · Less cost or other basis and sales expenses

    securities $2,187,962

  • 7c · Gain or loss

    securities $24,916

  • 7d · Net gain or loss

    total $24,916 · excluded $24,916

  • 8a · Fundraising events: gross income

    $78,916

  • 8a · Fundraising events: contributions included on line 1c

    $70,000

  • 8b · Fundraising events: direct expenses

    $152,742

  • 8c · Net income from fundraising events

    total -$73,826 · excluded -$73,826

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $180,196 · excluded $180,196

  • 11e · Other revenue, total

    $180,196

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,568,532 · program services $4,568,532

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $682,802 · program services $293,605 · management and general $225,324 · fundraising $163,873

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $6,058,673 · program services $2,649,561 · management and general $1,835,630 · fundraising $1,573,482

  • 8 · Pension plan contributions

    total $106,500 · program services $39,335 · management and general $45,482 · fundraising $21,683

  • 9 · Other employee benefits

    total $1,382,406 · program services $519,864 · management and general $572,684 · fundraising $289,858

  • 10 · Payroll taxes

    total $452,745 · program services $172,156 · management and general $130,544 · fundraising $150,045

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $26,692 · management and general $26,692

  • 11c · Fees: accounting

    total $262,994 · management and general $262,994

  • 11d · Fees: lobbying

    total $42,000 · program services $42,000

  • 11e · Fees: professional fundraising services

    total $154,457 · fundraising $154,457

  • 11f · Fees: investment management

    total $70,233 · management and general $70,233

  • 11g · Fees: other

    total $2,981,520 · program services $1,950,613 · management and general $208,422 · fundraising $822,485

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $431,585 · program services $139,677 · management and general $74,610 · fundraising $217,298

  • 14 · Information technology

    total $770,845 · program services $261,259 · management and general $217,429 · fundraising $292,157

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $654,504 · program services $284,844 · management and general $216,073 · fundraising $153,587

  • 17 · Travel

    total $86,122 · program services $31,869 · management and general $28,020 · fundraising $26,233

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $122,758 · program services $23,988 · management and general $53,032 · fundraising $45,738

  • 20 · Interest

    total $552,984 · management and general $552,984

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $618,205 · program services $166,901 · management and general $309,129 · fundraising $142,175

  • 23 · Insurance

    total $101,743 · program services $38,009 · management and general $35,275 · fundraising $28,459

  • 24a · Other expenses: DUES & SUBSCRIPTIONS

    total $56,991 · program services $19,089 · management and general $20,017 · fundraising $17,885

  • 24b · Other expenses: MISCELLANEOUS EXPENSES

    total $56,057 · program services $29,303 · management and general $13,669 · fundraising $13,085

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,693,656 · end of year $3,833,023

  • 2 · Savings and temporary cash investments

    beginning of year $5,110,730 · end of year $7,355,858

  • 3 · Pledges and grants receivable

    beginning of year $12,896,808 · end of year $7,663,036

  • 4 · Accounts receivable

    beginning of year $855,469 · end of year $1,240,385

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $134,737 · end of year $489,096

  • 10a · Land, buildings and equipment: cost or other basis

    $24,598,873

  • 10b · Land, buildings and equipment: accumulated depreciation

    $12,671,192

  • 10c · Land, buildings and equipment, net

    beginning of year $12,419,799 · end of year $11,927,681

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $8,748,651 · end of year $3,022,119

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $6,206,267 · end of year $9,221,176

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,593,403 · end of year $2,464,791

  • 18 · Grants payable

    beginning of year $16,575,775 · end of year $12,383,569

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $7,203,340 · end of year $7,007,443

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $3,231,292 · end of year $2,704,540

  • 27 · Net assets without donor restrictions

    beginning of year $9,730,327 · end of year $5,632,301

  • 28 · Net assets with donor restrictions

    beginning of year $8,731,980 · end of year $14,559,730

Mission and programs · 2023

Mission

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.

Activities or mission (Part I)

TO MAKE AN IMPACT IN THE COMMUNITY BY TAPPING INTO ITS COLLECTIVE ABILITY TO PROVIDE IMMEDIATE RELIEF FOR BASIC HUMAN NEEDS AND WORKING ACROSS (CONTINUED ON SCHEDULE O)

  • 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.

    Expenses $4,568,532 · Grants $4,568,532

  • INFORMATION AND 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. APPROXIMATELY 198,000 CLIENTS WERE CONNECTED WITH EXPERTS WHO HELP TO SECURE FOOD, HOUSING AND UTILITY ASSISTANCE, REDUCE PRESCRIPTION COSTS, SUPPORT VETERANS, AND MORE.

    Expenses $3,316,796 · Revenue $883,943

  • 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.

    Expenses $1,326,718 · Revenue $759,795

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Sharon Sobol Jordan

    President & CEO

    Total calculated
    $431,315
    From this org
    $355,929
    From related orgs
    $0
    Other
    $75,386
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $355,929
    Bonus
    $0
    Other
    $0
    Deferred
    $49,500
    Nontaxable benefits
    $25,886
    Filer's total
    $431,315
  • Deborah Enty

    Chief Finance, CFO

    Total calculated
    $241,962
    From this org
    $206,032
    From related orgs
    $0
    Other
    $35,930
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $206,032
    Bonus
    $0
    Other
    $0
    Deferred
    $19,200
    Nontaxable benefits
    $16,730
    Filer's total
    $241,962
  • Kenneth Surratt

    Chief Comm. Invest. & resource

    Total calculated
    $227,307
    From this org
    $169,592
    From related orgs
    $0
    Other
    $57,715
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $169,592
    Bonus
    $0
    Other
    $0
    Deferred
    $14,450
    Nontaxable benefits
    $43,265
    Filer's total
    $227,307
  • Kristin Popelmayer

    Chief Brand Mktg. & Commun.

    Total calculated
    $196,107
    From this org
    $132,498
    From related orgs
    $0
    Other
    $63,609
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $132,498
    Bonus
    $0
    Other
    $0
    Deferred
    $21,696
    Nontaxable benefits
    $41,913
    Filer's total
    $196,107
  • Michael Brown

    Senior Director of HR

    Total calculated
    $160,229
    From this org
    $121,241
    From related orgs
    $0
    Other
    $38,988
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $121,241
    Bonus
    $0
    Other
    $0
    Deferred
    $163
    Nontaxable benefits
    $38,825
    Filer's total
    $160,229
  • Ruth Dobranic

    Senior Director of Finance

    Total calculated
    $150,113
    From this org
    $123,800
    From related orgs
    $0
    Other
    $26,313
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $123,800
    Bonus
    $0
    Other
    $0
    Deferred
    $2,599
    Nontaxable benefits
    $23,714
    Filer's total
    $150,113
  • Charles Ellsworth

    Director of IT

    Total calculated
    $138,857
    From this org
    $117,681
    From related orgs
    $0
    Other
    $21,176
    Hours/week
    39 + 1 related
  • Chris Adams

    CHAIR, Mktg. & BRAND Strategy

    Total calculated
    $0
    Hours/week
    2 + 0.2 related
  • Andrew J Paine III

    Treasurer & Chair, Finance

    Total calculated
    $0
    Hours/week
    2 + 0.2 related
  • Kim Meisel Pesses

    VICE CHAIR, COMMUNITY INVEST.

    Total calculated
    $0
    Hours/week
    2 + 0.2 related
  • Monte Repasky

    VICE CHAIR, RESOURCE DEVELOP.

    Total calculated
    $0
    Hours/week
    2 + 0.2 related
  • Enid B Rosenberg

    CHAIR, GOVERN. & NOMINATING

    Total calculated
    $0
    Hours/week
    2 + 0.2 related
  • Vanessa L Whiting Esq

    Chair

    Total calculated
    $0
    Hours/week
    2 + 0.2 related
  • Sonali B Wilson Esq

    ASST SEC & CHAIR, POLICY & ADV

    Total calculated
    $0
    Hours/week
    2 + 0.2 related
  • Jeffrey D Zimon

    Chair, HR Committee

    Total calculated
    $0
    Hours/week
    2 + 0.2 related
  • Kevin Clayton

    Co-chair, Strategic Planning

    Total calculated
    $0
    Hours/week
    2 + 0.2 related
  • J David Heller

    Co-chair, Strategic Planning

    Total calculated
    $0
    Hours/week
    2 + 0.2 related
  • Ira C Kaplan

    Co-chair, Strategic Planning

    Total calculated
    $0
    Hours/week
    2 + 0.2 related
  • Michele L Connell

    VICE CHAIR, GOVERN. & NOMINAT.

    Total calculated
    $0
    Hours/week
    2 + 0.2 related
  • Jerome Grisko

    VICE CHAIR, COMMUNITY INVEST.

    Total calculated
    $0
    Hours/week
    2 + 0.2 related
  • James A Ratner

    Vice Chair

    Total calculated
    $0
    Hours/week
    2 + 0.2 related
  • Taras G Szmagala Jr

    VICE CHAIR, POLICY & ADVOCACY

    Total calculated
    $0
    Hours/week
    2 + 0.2 related
  • Paul J Dolan

    Immediate Past Chair

    Total calculated
    $0
    Hours/week
    2 + 0.2 related
  • Victor Ruiz

    Secretary

    Total calculated
    $0
    Hours/week
    2 + 0.2 related
  • Harriet Applegate

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Craig Arnold

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Michael Baston

    Director (as of 9/23)

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Edward J Bell

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Justin Bibb

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Kip Bollin

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Maynard A Buck

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Matt Carroll

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Nabil Chehade

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Jenice Contreras

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • John R Corlett

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Colleen Cotter

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Karen Cronin

    Director (thru 9/23)

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • David C Fulton Jr

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Patrick Gareau

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Eric S Gordon

    Director (thru 9/23)

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Andre Gremillet

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Howard W Hanna

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Dee Bagwell Haslam

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Elizabeth Hijar

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Stephen Hoffman

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Andrea M Hogben

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Joy Johnson

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Susan D Krantz

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Steffany Larkins

    Director (as of 9/23)

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Keith J Libman

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Cecil J Lipscomb

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Melissa Maki

    Director (as of 9/23)

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Kevin Martin

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Jessica Matia

    Director (as of 9/23)

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Bonnie C Hughes McNee

    Director (thru 9/23)

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Tomislav Mihaljevic

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • David Miller

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Warren Morgan

    Director (as of 9/23)

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Daniel O'Malley

    Director (thru 9/23)

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Shari Obrenski

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Patrick M Pastore

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Jeffery K Patterson

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Ryan Puente

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Allison Taller Reich

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Ronald B Richard

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Brian J Richardson

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Erika Rudin-Luria

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • George A Sample

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Jasmin Santana

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Beverly J Schneider

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • India Birdsong Terry

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Felton Thomas Jr

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Daniel P Walsh Jr

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Paul L Wellener IV

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related
  • Lorna Wisham

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.1 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Discretionary spending account
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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. DISCRETIONARY SPENDING ACCOUNT: The CFO 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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • UNITED WAY PROPERTIES LLC

    PROPERTY MGMT · OH · income $0 · assets $0

    Directly controlled by UWGC

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202501359349313390

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