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Nonprofiteer
← THE UNITED WAY OF THE GREATER DAYTON AREA

Form 990 for tax year 2023

Filed by THE UNITED WAY OF THE GREATER DAYTON AREA.

Totals

Total revenue
$3,268,966
Total expenses
$4,101,940
Contributions and grants received
$2,670,827
Grants paid
$1,806,696
Program service revenue
$411,795
Investment income
$60,229
Other revenue
$126,115
Total assets, end of year
$10,968,826
Total liabilities, end of year
$2,481,470
Net assets or fund balances, end of year
$8,487,356
Program services expenses (Part IX)
$3,000,846
Management and general expenses
$219,096
Fundraising expenses
$881,998
Program service expenses (Part III)
$3,000,846

Program services were 73.2% 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.

  • 1f · All other contributions, gifts and grants

    $2,670,827

  • 1g · Noncash contributions included above

    $140,427

  • 2a · Program service revenue: INFORMATION & REFERRAL

    total $347,376 · related or exempt $347,376

  • 2b · Program service revenue: CAMPAIGN ADMINISTRATIO

    total $62,464 · related or exempt $62,464

  • 2c · Program service revenue: ALLIANCE ADMINISTRATIO

    total $1,955 · related or exempt $1,955

  • 3 · Investment income

    total $59,229 · excluded $59,229

  • 7a · Gross sales of assets other than inventory

    other assets $1,000

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

    other assets $0

  • 7c · Gain or loss

    other assets $1,000

  • 7d · Net gain or loss

    total $1,000 · excluded $1,000

  • 8a · Fundraising events: gross income

    $535,536

  • 8b · Fundraising events: direct expenses

    $409,421

  • 8c · Net income from fundraising events

    total $126,115 · excluded $126,115

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,806,696 · program services $1,806,696

  • 5 · Compensation of officers, directors and key employees

    total $171,201 · program services $79,241 · management and general $14,629 · fundraising $77,331

  • 7 · Other salaries and wages

    total $1,044,030 · program services $483,232 · management and general $89,213 · fundraising $471,585

  • 8 · Pension plan contributions

    total $63,442 · program services $28,697 · management and general $6,410 · fundraising $28,335

  • 9 · Other employee benefits

    total $119,817 · program services $54,197 · management and general $12,106 · fundraising $53,514

  • 10 · Payroll taxes

    total $97,853 · program services $45,586 · management and general $8,349 · fundraising $43,918

  • 11c · Fees: accounting

    total $16,800 · program services $5,040 · management and general $3,360 · fundraising $8,400

  • 11g · Fees: other

    total $344,607 · program services $248,802 · management and general $17,241 · fundraising $78,564

  • 12 · Advertising and promotion

    total $98,254 · program services $69,184 · management and general $6,665 · fundraising $22,405

  • 13 · Office expenses

    total $31,485 · program services $28,799 · management and general $804 · fundraising $1,882

  • 16 · Occupancy

    total $128,074 · program services $67,479 · management and general $8,730 · fundraising $51,865

  • 17 · Travel

    total $23,550 · program services $17,278 · management and general $1,067 · fundraising $5,205

  • 19 · Conferences, conventions and meetings

    total $39,833 · program services $33,379 · management and general $857 · fundraising $5,597

  • 21 · Payments to affiliates

    total $40,866 · management and general $40,866

  • 22 · Depreciation, depletion and amortization

    total $27,431 · program services $8,229 · management and general $5,486 · fundraising $13,716

  • 24a · Other expenses: TELEPHONE

    total $24,232 · program services $15,622 · management and general $710 · fundraising $7,900

  • 24b · Other expenses: DUES

    total $9,939 · program services $6,368 · management and general $370 · fundraising $3,201

  • 24c · Other expenses: MISCELLANEOUS

    total $8,346 · program services $2,472 · management and general $1,832 · fundraising $4,042

  • 24d · Other expenses: OTHER EXPENSES

    total $3,730 · program services $241 · management and general $131 · fundraising $3,358

  • 24e · All other expenses

    total $1,754 · program services $304 · management and general $270 · fundraising $1,180

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $836,785 · end of year $652,923

  • 3 · Pledges and grants receivable

    beginning of year $853,114 · end of year $651,329

  • 4 · Accounts receivable

    beginning of year $37,659 · end of year $41,930

  • 9 · Prepaid expenses and deferred charges

    beginning of year $633 · end of year $477

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

    $210,109

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

    $103,687

  • 10c · Land, buildings and equipment, net

    beginning of year $104,020 · end of year $106,422

  • 12 · Investments: other securities

    beginning of year $6,717,897 · end of year $7,251,953

  • 15 · Other assets

    beginning of year $2,822,629 · end of year $2,263,792

  • 17 · Accounts payable and accrued expenses

    beginning of year $111,557 · end of year $83,950

  • 18 · Grants payable

    beginning of year $1,281,861 · end of year $1,303,306

  • 25 · Other liabilities

    beginning of year $1,490,076 · end of year $1,094,214

  • 27 · Net assets without donor restrictions

    beginning of year $2,540,502 · end of year $2,336,247

  • 28 · Net assets with donor restrictions

    beginning of year $5,948,741 · end of year $6,151,109

Mission and programs · 2023

Mission

OUR MISSION IS TO LEAD A UNITED COMMUNITY TO UPLIFT OUR NEIGHBORS. UNITED WAY GENERATES FINANCIAL AND VOLUNTARY CONTRIBUTIONS TO MEET LOCAL NEEDS AND MAKE LASTING IMPROVEMENT TO THE REGION'S QUALITY OF LIFE.

Activities or mission (Part I)

UNITED WAY OF THE GREATER DAYTON LEADS A UNITED COMMUNITY TO UPLIFT OUR NEIGHBORS. A VOLUNTEER-LED ORGANIZATION, UNITED WAY IS THE AREA'S LARGEST PRIVATE FUNDER OF HEALTH AND HUMAN SERVICES, PRIMARILY PROVIDED BY LOCAL AGENCIES IN MONTGOMERY, GREENE AND PREBLE COUNTIES. UNITED WAY FOCUSES ON UNDERLYING CAUSES TO GET TO THE HEART OF LOCAL PROBLEMS AND TO PREVENT THEM FROM HAPPENING IN THE FIRST PLACE - SUCH AS PREPARING YOUTH TO SUCCEED IN SCHOOL AND THE JOBS OF TOMORROW, OR PREVENTING HOME FORECLOSURE AND HOMELESSNESS. OUR LOCAL UNITED WAY ALSO CONNECTS PEOPLE IN NEED WITH SERVICES THROUGH HELPLINK 2-1-1 AND CONNECTS PEOPLE WITH VOLUNTEER OPPORTUNITIES THROUGH VOLUNTEER CONNECTION.

  • FUND GRANTS, DONOR DESIGNATIONS, AND VOLUNTEER CONNECTION: UNITED WAY FUNDS LOCAL HEALTH AND HUMAN SERVICE AGENCIES THROUGH A COMPETITIVE GRANT PROCESS TO ACHIEVE MEASURABLE OUTCOMES IN THE AREAS OF HEALTH, EDUCATION, AND FINANCIAL STABILITY. KNOWLEDGEABLE VOLUNTEERS STUDY THE COMMUNITY NEEDS AND MAKE TOUGH DECISIONS ON HOW BEST TO MEET THE NEEDS AND FILL GAPS WITH GRANTS FROM UNITED WAY FUNDS. IN FISCAL YEAR 2024, THESE PROGRAMS SERVED THOUSANDS OF CHILDREN AND ADULTS IN THE DAYTON REGION.

    Expenses $2,087,358 · Grants $1,806,696 · Revenue $62,464

  • UNITED WAY'S HELPLINK 2-1-1 IS A FREE AND CONFIDENTIAL INFORMATION AND REFERRAL SERVICE PROVIDED 24-HOURS-A-DAY, 365-DAYS-A-YEAR. HELPLINK 2-1-1 MAINTAINS THE REGION'S MOST COMPREHENSIVE DATABASE OF HEALTH AND HUMAN SERVICES AND IS CONNECTED WITH SERVICES THROUGHOUT THE STATE AND COUNTY. HELPLINK OFFERS INFORMATION, REFERRALS, ADVOCACY AND SCHEDULES APPOINTMENTS FOR THE EARNED INCOME TAX CREDIT PROGRAM AND CONDUCTS OUTREACH TO DISLOCATED WORKERS AND THEIR FAMILIES. HELPLINK 2-1-1 PROVIDES AN AFTER-HOUR ANSWERING SERVICE FOR NONPROFIT AND GOVERNMENT AGENCIES AND CASE CONSULTATION SERVICE FOR FAITH BASED ORGANIZATIONS. IN FISCAL YEAR 2024, HELPLINK 2-1-1 RECEIVED 67,112 CALLS AND PROVIDED 49,913 REFERRALS FOR VARIOUS NEEDS. ALSO THROUGH OUR SEARCHABLE DATABASE ONLINE WE RECEIVED 9,897 ONLINE SITE VISITS WITH 4,113 SEARCHES FOR RESOURCES. OUR TOP 3 REQUESTS FOR ASSISTANCE FELL INTO THESE THREE CATEGORIES; RENT PAYMENT ASSISTANCE 14,658, UTILITY PAYMENT ASSISTANCE 8,247, AND FOOD PANTRIES 6,706. ALSO ESTABLISHED A DATA DASHBOARD THROUGH 211 COUNTS TO SHOW THE MINIMUM NEEDS IN OUR 12 COUNTY AREA: MONTGOMERY, GREENE, PREBLE, BUTLER, WARREN, CLINTON, CLARK, CHAMPAIGN, MADISON, MUSKINGUM, MORGAN, AND PERRY COUNTIES TO THEIR RESPECTIVE COMMUNITIES BY ZIP CODE, COUNTY.

    Expenses $545,800 · Revenue $347,376

  • DURING FISCAL YEAR 2024, THE UNITED WAY OF THE GREATER DAYTON AREA, THROUGH THE CHILDREN'S DEFENSE FUND FREEDOM SCHOOLS PROGRAM, SERVED STUDENTS AT THREE SITES THROUGHOUT MONTGOMERY COUNTY, OHIO. DURING THE SUMMER BREAK FROM SCHOOL, THE FREEDOM SCHOOLS PROGRAM PROVIDES READING AND LEARNING ENRICHMENT AND PLAYS A MUCH NEEDED ROLE IN HELPING TO CURB SUMMER LEARNING LOSS AND CLOSE ACHIEVEMENT GAPS.

    Expenses $246,137

  • PREBLE AND GREEN COUNTY PROGRAM SERVICES.

    Expenses $121,551

  • QUARTERLY INVOICING FOR THE ADMINISTRATION OF HEALTH INSURANCE, LIFE INSURANCE, AND LONG-TERM DISABILITY INSURANCE FOR THE NONPROFIT GROUP ALLIANCE.

    Revenue $1,955

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

Listed in Part VII

  • Thomas Kelley

    PRESIDENT/CEO/BOARD SEC

    Total calculated
    $171,202
    From this org
    $163,419
    From related orgs
    $0
    Other
    $7,783
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,419
    Bonus
    $0
    Other
    $0
    Deferred
    $6,537
    Nontaxable benefits
    $1,245
    Filer's total
    $171,201

  • Mary Garman

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Jose Rodriguez

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Jane Marshall

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Brian Martin

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Geraldine Pegues

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Paul Dorsten

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Michael Gross

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Brent Lewis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Tom Ritchie

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Mark Smith

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Kenya Taylor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Diane Walsh

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Kelly Wolski

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Deirdra Yocum

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Ali Carr-Chellman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Amber Washington

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

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

None.

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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
15 January 2025
IRS schema version
2023v6.0
Source object
202500299349300615

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