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Nonprofiteer
← UNITED WAY OF SUMMIT AND MEDINA

Form 990 for tax year 2022

Filed by UNITED WAY OF SUMMIT AND MEDINA.

Totals

Total revenue
$32,871,571
Total expenses
$32,884,811
Contributions and grants received
$32,141,408
Grants paid
$2,971,781
Program service revenue
$354,517
Investment income
$143,620
Other revenue
$232,026
Total assets, end of year
$18,156,247
Total liabilities, end of year
$3,972,924
Net assets or fund balances, end of year
$14,183,323
Program services expenses (Part IX)
$29,099,387
Management and general expenses
$2,482,532
Fundraising expenses
$1,302,892
Program service expenses (Part III)
$29,099,387

Program services were 88.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MR BRAD WRIGHT

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    6
  • MR WHITT BUTLER

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    4
  • KENDRA C PHILON

    TREASURER

    Total calculated
    $0
    Hours/week
    2
  • HONORABLE ALISON BREAUX

    SECRETARY

    Total calculated
    $0
    Hours/week
    2
  • MS MICHELE CERMINARO

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    4
  • JAMES MULLEN

    PRESIDENT & CEO

    Total calculated
    $285,271
    From this org
    $251,525
    From related orgs
    $0
    Other
    $33,746
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $251,525
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $33,746
    Filer's total
    $285,271
  • REV DAVID PARKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MRS PAM WILLIAMS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MRS CARRIE LOWE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MR NICK BUZZELLI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MR PAUL CATANIA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MS BRIGHID HILLMUTH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MS GIA BELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MR RON PAYDO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MS BRYNN ALLIO POPA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MS ALICIA ROBINSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MR JIM RUHLIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MR JON TAYLOR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MS KIRSTIN TOTH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MS NYREE WILKERSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MR STEVE WILT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MR STEVE DIMENGO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MR JESSE HURST

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • HONORABLE ILENE SHAPIRO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MRS ANGIE WELLS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MR FRANK GRAZIANO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MR MARK JUVE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MR PATRICK O'NEILL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • DR GARY MILLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MR AARON SWARTZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MS ARIEL HOPKINS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MR JAMES HARDY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MR HANS DORFI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MR DAN GLESSNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MS TAMARA FYNAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MS LUCIA PILEGGI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MR STUART GLAUBERMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MR CHRIS GESSNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MS ELIZABETH BARTZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MR GLENN LEPPO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MRTRACY DOWE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MR HOWARD MELKIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MR KYLE KUTUCHIEF

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MR SPENCER KOWAL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MR JASON DODSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MS LAURA DUDA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MR DAVID GRIFFING

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MR BILL LOWERY JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MR BRANDYN NEAL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MS MORIAH CHEATHAM WILLIAMS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MS JANI GROZA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MR DAVID JAMES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • BISHOP SAM HAMPTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MR JOHN HOOKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MR ANDY LITTLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MR MARC DIVIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MR STEVE MUTERSBAUGH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • ANNIE MCFADDEN

    CHIEF OF STAFF, IMPACT & COMMUNICATIONS

    Total calculated
    $88,867
    From this org
    $64,615
    From related orgs
    $0
    Other
    $24,252
    Hours/week
    45
  • CATHRYN O'MALLEY

    CHIEF OPERATING OFFICER

    Total calculated
    $174,052
    From this org
    $151,539
    From related orgs
    $0
    Other
    $22,513
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $151,539
    Bonus
    $0
    Other
    $0
    Deferred
    $5,521
    Nontaxable benefits
    $16,992
    Filer's total
    $174,052
  • BRADLEY VIRGIN

    CHIEF FINANCIAL OFFICER (BEGAN 11/14/22)

    Total calculated
    $27,331
    From this org
    $19,423
    From related orgs
    $0
    Other
    $7,908
    Hours/week
    45
  • KERRI STEPHEN

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $170,060
    From this org
    $141,154
    From related orgs
    $0
    Other
    $28,906
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $141,154
    Bonus
    $0
    Other
    $0
    Deferred
    $3,929
    Nontaxable benefits
    $24,977
    Filer's total
    $170,060
  • ANDRE CAMPBELL

    CHIEF DIVERSITY OFFICER

    Total calculated
    $165,387
    From this org
    $136,154
    From related orgs
    $0
    Other
    $29,233
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $136,154
    Bonus
    $0
    Other
    $0
    Deferred
    $4,292
    Nontaxable benefits
    $24,941
    Filer's total
    $165,387
  • JASON DAVIS

    VP, IT & BUILDING OPERATIONS

    Total calculated
    $144,923
    From this org
    $108,461
    From related orgs
    $0
    Other
    $36,462
    Hours/week
    40
  • STEPHANIE BERRY

    VP, MARKETING & BRAND MANAGEMENT (DEPARTED 3/3/23)

    Total calculated
    $125,864
    From this org
    $100,346
    From related orgs
    $0
    Other
    $25,518
    Hours/week
    40

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 · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 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
UNITED WAY PAYS COUNTRY CLUB DUES ON BEHALF OF JIM MULLEN.

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
2022
Filed
25 January 2024
IRS schema version
2022v5.0
Source object
202400449349302350

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

The source document this was parsed from is served over the API, which is where bulk and document access live.