Form 990 for tax year 2023

What the amendment changed

Compared with the latest return for 2023 , filed 10 October 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total expenses

$38,487,177 →changed to $35,987,204

Management and general expenses

$5,467,107 →changed to $2,967,134

Totals

Total revenue

$39,117,336

Total expenses

$38,487,177

Contributions and grants received

$36,823,660

Grants paid

$23,331,172

Program service revenue

$378,785

Investment income

$1,677,984

Other revenue

$236,907

Total assets, end of year

$90,150,470

Total liabilities, end of year

$18,052,933

Net assets or fund balances, end of year

$72,097,537

Program services expenses (Part IX)

$29,460,482

Management and general expenses

$5,467,107

Fundraising expenses

$3,559,588

Program service expenses (Part III)

$29,460,482

Program services were 76.5% 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.

Mission and programs · 2023

• Community Impact SolutionsSee Schedule OUnited Way of Greater Cincinnati believes all families in our region deserve economic well-being, so we build long-term solutions and align systems to help people thrive. We work closely with communities to identify patterns, uncover the greatest need and change systems so more people have economic stability. We unite individuals, companies and organizations to invest their time, financial resources and talents as part of our movement to bring economic well-being to all families throughout the region. In 2023, United Way focused on creating impact through three key strategies:* We take action We develop and deploy high-impact solutions to address community-identified needs. We collaborate to achieve shared objectives and create community-owned solutions.* We advocate We amplify community voice and experience. We develop and advance research, data, tools and recommendations to educate stakeholders, and to drive action.* We invest We support individuals and families in crisis. And, we fund partners to advance innovative solutions and address systemic challenges to prevent future needs. WE TAKE ACTIONAmong the accomplishments produced by this strategy in 2023 include: * Assisted more than 1,200 families in building a stronger financial foundation through United Way's Project LIFT, a public/private partnership that helps families remove barriers to securing sustainable income and achieving financial stability. The program expanded to serve Northern Kentucky and Clermont County.* Helped many families navigate community resources and services. United Way's 211 Helpline responded to more than 55,000 requests, connecting people to resources related to basic needs, housing, utility bills and more.* Completed nearly 7,100 tax returns for low-to-moderate-income families through United Way's Free Tax Prep Initiative. Powered by almost 400 volunteers, Free Tax Prep saved taxpayers more than $2.1 million in tax prep fees and helped them obtain nearly $8.7 million in refunds. * Worked with 359 Cincinnati and Northern Kentucky families enrolled in United Way's Stable Families program; 62% were able to maintain stable housing for 12 months; 35% increased their income.* Supported 125 families, many of them kinship care families, through the Adopt-A-Family effort during the 2023 holidays. WE ADVOCATE* United Way accomplishments produced by this strategy in 2023 include: Partnered with Groundwork Ohio and The Prichard Committee to advance early childhood education in Ohio and Kentucky, including securing $154 million in public investment in child care and preschool in Ohio.* Supported efforts to secure an 82% increase for the Ohio College Opportunity Grant, Ohio's primary need-based college financial aid program, and the Governor's Merit Scholarship for high school seniors who graduate in the top 5% of their class and attend a four-year college in Ohio.* Supported efforts to pass a Kentucky joint resolution and two Kentucky bills: House Joint Resolution 39 aimed to help families in the state avoid the benefits cliff; House Bill 21 allows people experiencing homelessness to get a driver's license or state ID at a reduced cost; and House Bill 165 supports Kentucky's Employee Child Care Assistance Partnership. * Announced a new partnership with Broadband Ohio to serve as the backbone agency for the Southwest Ohio Regional Digital Inclusion Alliance and conducted a regional planning process to identify community assets and barriers to close the digital divide. * Engaged the community through United Way's Volunteer Connection. Before the 2023-2024 school year began, collected 2,700 backpacks filled with supplies and distributed them to local students. WE INVESTThe accomplishments produced by this strategy in 2023 include: * United Way invested $36 million in 2023 to build a thriving community.* The above total included $30.9 million in new solutions and prevention support that encourage economic well-being, and $5.1 million in critical services that address immediate needs.* 322,000 people were served in our region.* More than 490 community partners helped families daily.* United Way also administered $7 million in public funds to support strategic community initiatives.

  Expenses $23,703,247 · Grants $19,713,225

• Donor DesignationsSee Schedule ODonor DesignationsAs part of the UWGC campaign, donors may designate all or a portion of their pledge to a UWGC initiative or impact area, a UWGC agency partner, or another United Way. Some donors are able to designate to any 501(c)(3) organization, based on their company's giving platform. Organizations receiving donor designated contributions through UWGC undergo screening prior to distribution of funding. Screening includes verification of compliance with the provisions of the Patriot Act and verification of current status as an IRS code section 501(c)(3) nonprofit organization. Designations received in the fall campaign are distributed the following year based upon amounts collected.

  Expenses $3,617,947 · Grants $3,617,947 · Revenue $30,969

• Direct ServicesSee Schedule ODirect Services are services provided by UWGC, such as United Way 211 and United Way Volunteer Connection. United Way 211 and Care Coordination links people to services and volunteer opportunities. United Way 211 is available 24 hours a day, seven days a week to people in: Hamilton, Clermont, and Brown in Ohio Boone, Kenton, Campbell, and Grant counties in Kentucky and Dearborn, Jefferson, Ohio, Ripley, and Switzerland counties in Indiana. United Way Volunteer Connection strives to increase the effectiveness and participation of all segments of volunteer resources through recruitment, training, education, and recognition. United Way VITA program provides free income tax preparation and filing services.

  Expenses $2,139,288 · Revenue $584,723

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

Listed in Part VII

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

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

• Brighton Center Inc

  $1,173,164

  Program Operating Cost

• Best Point Behavioral (Children's Home)

  $798,798

  Program Operating Cost

• Urban League of Greater Southwestern Ohio

  $792,621

  Program Operating Cost

• LISC

  $775,000

  Program Operating Cost

• Santa Maria Community Services

  $746,114

  Program Operating Cost

• Every Child Succeeds

  $667,939

  Program Operating Cost

• Learning Grove

  $575,269

  Program Operating Cost

• Catholic Charities SouthWestern Ohio

  $480,226

  Program Operating Cost

• Cincinnati-Hamilton County Community Action Agency

  $465,609

  Program Operating Cost

• Boys & Girls Clubs of Greater Cincinnati

  $440,593

  Program Operating Cost

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.

• United Way of Greater Cincinnati Foundation

  501(C)(3) · Human Service · OH · controlled entity

  Directly controlled by UWGC

Provenance

Return type

form_990

Tax year

2023

Filed

13 September 2024

IRS schema version

2023v5.1

Source object

202422619349300812

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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