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Nonprofiteer
← UNITED WAY OF SUMMIT AND MEDINA

Form 990 for tax year 2024

Filed by UNITED WAY OF SUMMIT AND MEDINA.

Totals

Total revenue
$12,005,836
Total expenses
$14,838,566
Contributions and grants received
$11,169,587
Grants paid
$1,107,500
Program service revenue
$550,156
Investment income
$200,305
Other revenue
$85,788
Total assets, end of year
$14,818,173
Total liabilities, end of year
$4,679,112
Net assets or fund balances, end of year
$10,139,061
Program services expenses (Part IX)
$10,583,642
Management and general expenses
$3,310,968
Fundraising expenses
$943,956
Program service expenses (Part III)
$10,583,642

Program services were 71.3% 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.

  • 1a · Federated campaigns

    $5,712,764

  • 1c · Fundraising events

    $40,373

  • 1e · Government grants (contributions)

    $4,607,887

  • 1f · All other contributions, gifts and grants

    $808,563

  • 1g · Noncash contributions included above

    $190,933

  • 2a · Program service revenue: PROGRAM REVENUE

    total $550,156 · related or exempt $550,156

  • 3 · Investment income

    total $188,988 · excluded $188,988

  • 6a · Gross rents

    real property $103,750

  • 6b · Less rental expenses

    real property $62,361

  • 6c · Rental income or loss

    real property $41,389

  • 6d · Net rental income or loss

    total $41,389 · unrelated business $41,389

  • 7a · Gross sales of assets other than inventory

    securities $650,805

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

    securities $639,488

  • 7c · Gain or loss

    securities $11,317

  • 7d · Net gain or loss

    total $11,317 · excluded $11,317

  • 8a · Fundraising events: gross income

    $34,627

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

    $40,373

  • 8b · Fundraising events: direct expenses

    $51,350

  • 8c · Net income from fundraising events

    total -$16,723 · excluded -$16,723

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $61,122 · excluded $61,122

  • 11e · Other revenue, total

    $61,122

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,107,500 · program services $1,107,500

  • 5 · Compensation of officers, directors and key employees

    total $1,304,297 · program services $707,913 · management and general $503,735 · fundraising $92,649

  • 7 · Other salaries and wages

    total $5,401,412 · program services $3,442,767 · management and general $1,434,562 · fundraising $524,083

  • 8 · Pension plan contributions

    total $121,006 · program services $78,918 · management and general $31,020 · fundraising $11,068

  • 9 · Other employee benefits

    total $1,012,575 · program services $654,825 · management and general $257,351 · fundraising $100,399

  • 10 · Payroll taxes

    total $504,422 · program services $314,236 · management and general $143,338 · fundraising $46,848

  • 11b · Fees: legal

    total $17,303 · management and general $17,303

  • 11c · Fees: accounting

    total $10,701 · management and general $10,701

  • 11d · Fees: lobbying

    total $22,500 · management and general $22,500

  • 11f · Fees: investment management

    total $46,320 · management and general $46,320

  • 11g · Fees: other

    total $128,218 · program services $97,321 · management and general $16,388 · fundraising $14,509

  • 12 · Advertising and promotion

    total $59,028 · program services $36,773 · management and general $16,773 · fundraising $5,482

  • 13 · Office expenses

    total $129,551 · program services $80,706 · management and general $36,813 · fundraising $12,032

  • 14 · Information technology

    total $302,550 · program services $187,696 · management and general $93,136 · fundraising $21,718

  • 16 · Occupancy

    total $286,614 · program services $219,221 · management and general $34,710 · fundraising $32,683

  • 17 · Travel

    total $26,766 · program services $16,674 · management and general $7,606 · fundraising $2,486

  • 19 · Conferences, conventions and meetings

    total $121,791 · program services $75,871 · management and general $34,609 · fundraising $11,311

  • 20 · Interest

    total $101,178 · program services $63,030 · management and general $28,751 · fundraising $9,397

  • 21 · Payments to affiliates

    total $134,086 · program services $83,531 · management and general $38,102 · fundraising $12,453

  • 22 · Depreciation, depletion and amortization

    total $265,207 · program services $184,675 · management and general $53,000 · fundraising $27,532

  • 23 · Insurance

    total $76,043 · program services $52,171 · management and general $16,094 · fundraising $7,778

  • 24a · Other expenses: INTERNAL PROGRAM COSTS

    total $2,871,815 · program services $2,871,815

  • 24b · Other expenses: BAD DEBT EXPENSE

    total $441,028 · management and general $441,028

  • 24c · Other expenses: ENGAGEMENT AND EVENTS

    total $230,673 · program services $230,673

  • 24d · Other expenses: DUES AND SUBSCRIPTIONS

    total $65,798 · program services $40,990 · management and general $18,697 · fundraising $6,111

  • 24e · All other expenses

    total $50,184 · program services $36,336 · management and general $8,431 · fundraising $5,417

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $990,361 · end of year $668,628

  • 2 · Savings and temporary cash investments

    beginning of year $42,325 · end of year $4,212

  • 3 · Pledges and grants receivable

    beginning of year $4,603,209 · end of year $1,459,763

  • 4 · Accounts receivable

    beginning of year $507,118 · end of year $2,308,086

  • 7 · Other notes and loans receivable

    beginning of year $249,525 · end of year $166,669

  • 9 · Prepaid expenses and deferred charges

    beginning of year $174,018 · end of year $156,845

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

    $6,323,291

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

    $1,306,271

  • 10c · Land, buildings and equipment, net

    beginning of year $5,042,176 · end of year $5,017,020

  • 12 · Investments: other securities

    beginning of year $2,940,965 · end of year $2,753,025

  • 15 · Other assets

    beginning of year $2,400,162 · end of year $2,283,925

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,634,066 · end of year $1,325,901

  • 19 · Deferred revenue

    beginning of year $346,227 · end of year $917,430

  • 21 · Escrow or custodial account liability

    beginning of year $108,797 · end of year $10,208

  • 23 · Secured mortgages and notes payable

    beginning of year $1,801,556 · end of year $1,751,525

  • 25 · Other liabilities

    beginning of year $173,247 · end of year $674,048

  • 27 · Net assets without donor restrictions

    beginning of year $10,109,521 · end of year $7,666,515

  • 28 · Net assets with donor restrictions

    beginning of year $2,776,445 · end of year $2,472,546

Mission and programs · 2024

Mission

UNITED WAY OF SUMMIT & MEDINA WORKS TO TRANSFORM OUR COMMUNITY TO MAKE IT EASIER FOR PEOPLE TO GET HELP AND BUILD FULFILLING, HEALTHY LIVES.

Activities or mission (Part I)

WE IMPROVE LIVES BY MOBILIZING COMMUNITY RESOURCES TO ADVANCE THE COMMON GOOD.

  • HOUSING SERVICES - OUR HOUSING SERVICES DEPARTMENT SERVES AS THE FRONT DOOR FOR HOMELESS SERVICES IN SUMMIT COUNTY AND PERFORMED 1,418 ASSESSMENTS FOR SHELTER OR HOUSING DURING FY 25. UWSM DIRECTLY ASSISTED 697 HOUSEHOLDS WITH RENT AND/OR UTILITY ASSISTANCE DURING THE YEAR. UWSM ALSO ADMINISTERS THE COMMUNITY'S HOMELESS MANAGEMENT INFORMATION SYSTEM AND IS AN ACTIVE PARTICIPANT IN THE SUMMIT COUNTY CONTINUUM OF CARE WHICH WORKS TO END HOMELESSNESS IN OUR COMMUNITY.

    Expenses $3,570,431

  • 2-1-1 - UWSM'S 2-1-1 PROGRAM CONNECTS PEOPLE IN NEED WITH SERVICES 24 HOURS A DAY, 7 DAYS A WEEK, PROVIDING REFERRALS BY PHONE AND TEXT AND THROUGH THE 2-1-1 ONLINE RESOURCE DATABASE. 2-1-1 ALSO PLAYS A KEY ROLE AS THE ENTRY POINT TO UWSM'S OTHER SERVICES, INITIATIVES, AND PROGRAMS. IN FY25, 2-1-1 CONTINUES TO PROVIDE 2-1-1 SERVICE FOR A TOTAL OF EIGHT COUNTIES (SUMMIT, MEDINA, CARROLL, HARRISON, JEFFERSON, LORAIN, PORTAGE, AND TUSCARAWAS COUNTIES). 2-1-1 HANDLED 95,500 CALLS AND TEXTS, AND 247,521 ONLINE DATABASE SEARCHES IN SUMMIT & MEDINA COUNTIES. 2-1-1 HAS TRULY BECOME THE ENTRY POINT TO SERVICES THROUGHOUT OUR COMMUNITY.

    Expenses $1,103,593

  • COMMUNITY IMPACT - COMMUNITY IMPACT IS THE EFFORT TO ALIGN RESOURCES AROUND COMMON STRATEGIES TO ACCOMPLISH OUR FOUR BOLD GOALS BY 2028. UWSM BRINGS TOGETHER NON-PROFIT AGENCIES, GOVERNMENT AGENCIES, TOPICAL EXPERTS, VOLUNTEERS AND FUNDERS TO PLAN AND WORK COLLABORATIVELY TOWARD ACHIEVING COMMUNITY-WIDE OBJECTIVES. AS PART OF THAT EFFORT, WE INVEST RESOURCES IN INTERNAL PROGRAMMING, NONPROFIT AGENCIES AND VOLUNTEER ACTIVITIES THAT HAVE A TRACK RECORD OF IMPROVING EDUCATION, INCOME, AND HEALTH AND REDUCING SYSTEMIC BARRIERS IN SUMMIT AND MEDINA COUNTIES WITH DATA-DRIVEN RESULTS.

    Expenses $2,004,429 · Grants $1,107,500 · Revenue $550,156

  • CORPORATE & COMMUNITY ENGAGEMENT - UWSM WORKS TO INSPIRE INDIVIDUALS, BUSINESSES AND ORGANIZATIONS TO MAKE A POSITIVE IMPACT. BY PROVIDING MEANINGFUL OPPORTUNITIES FOR GROUPS AND INDIVIDUALS TO GIVE, VOLUNTEER, ADVOCATE AND LEAD THROUGHOUT THE YEAR, UWSM BUILDS CONNECTIONS BETWEEN PEOPLE AND THE COMMUNITY IT SERVES. WITH A FOCUS ON COLLABORATION, WE UNITE DIVERSE STAKEHOLDERS TO TACKLE OUR COMMUNITY'S MOST PRESSING CHALLENGES, FOSTER INCLUSIVE SOLUTIONS, AND CREATE A STRONGER, MORE VIBRANT SUMMIT AND MEDINA COUNTIES.

    Expenses $655,656

  • COLLEGE & CAREER ACADEMY OF AKRON - UWSM WORKS IN PARTNERSHIP WITH AKRON PUBLIC SCHOOLS' COLLEGE AND CAREER ACADEMIES, SECURING PARTNERSHIPS WITH LOCAL BUSINESSES, GOVERNMENT, AND OTHER COMMUNITY ORGANIZATIONS TO PROVIDE RELEVANT, EXPERIENTIAL LEARNING AND RESOURCES FOR STUDENTS. ALL AKRON HIGH SCHOOL STUDENTS ENTER A PATHWAY ALIGNED WITH STUDENT INTEREST AND WORK WITH THE BUSINESS COMMUNITY TO DEVELOP ESSENTIAL TECHNICAL, COMMUNICATION, COLLABORATION, CREATIVITY, AND CRITICAL THINKING SKILLS. TOGETHER, OUR GOAL IS TO GRADUATE ACADEMICALLY PREPARED, WELL-ROUNDED STUDENTS WITH A SKILL SET THAT MEETS THE TALENT NEEDS OF OUR COMMUNITY'S EMPLOYERS. SINCE THE LAUNCH OF THE CCA MODEL IN 2018, DIRECT TIES BETWEEN AKRON STUDENTS AND THE GREATER AKRON BUSINESS COMMUNITY HAVE RESULTED IN 328 PARTNERSHIPS, WITH 247 UNIQUE BUSINESS PARTNERS . THE 4-YEAR GRADUATION RATE FOR STUDENTS HAS ALSO RISEN TO 88.9%, THE HIGHEST GRADUATION RATE FOR AN URBAN SCHOOL DISTRICT IN THE STATE OF OHIO. 81.5% OF AKRON PUBLIC SCHOOLS GRADUATES WERE DESIGNATED COLLEGE, CAREER, WORKFORCE AND MILITARY READY, EXCEEDING STATE STANDARDS AND EARNING 4 STARS ON THE DISTRICT REPORT CARD.

    Expenses $109,236

  • YOUTH UNITED - YOUTH UNITED CONNECTS YOUNG PEOPLE TO ADULTS WHO CAN PROVIDE GUIDANCE, ADVICE AND INSPIRATION TO HELP THEM ACHIEVE THEIR POTENTIAL. YOUTH UNITED WAS CREATED IN PARTNERSHIP WITH THE HV3 FOUNDATION. THE BRAINCHILD OF AKRON NATIVE PROFESSIONAL GOLFER HAROLD VARNER ILL, HV3 WORKS TO PROVIDE ACCESS TO LIFE EXPERIENCES AND MENTORSHIP. YOUTH UNITED IS A POSITIVE YOUTH DEVELOPMENT AND LEADERSHIP PROGRAM WHICH HELPS STUDENTS BUILD CONNECTIONS THROUGHOUT THE COMMUNITY. IT PUTS YOUNG PEOPLE IN TOUCH WITH TRUSTED MENTORS WHO CAN PROVIDE GUIDANCE AND INSPIRATION, HELPING KIDS STAY ON TRACK FOR HIGH SCHOOL GRADUATION, PREPARE FOR COLLEGE AND/OR A CAREER AND TAKE ADVANTAGE OF EXPANDED ENRICHMENT AND PROFESSIONAL NETWORKING OPPORTUNITIES. YOUTH UNITED ADVANCES OUR BOLD GOAL 2 TO BOOST HIGH SCHOOL GRADUATION RATES, COLLEGE AND CAREER READINESS AND YOUTH PARTICIPATION IN EXTRACURRICULAR ACTIVITIES FOR AKRON PUBLIC SCHOOLS STUDENTS.

    Expenses $80,187

  • DIVERSITY, EQUITY & INCLUSION (DEI) - UWSM FIRMLY BELIEVES THAT WE CANNOT BUILD A BETTER FUTURE FOR OUR COMMUNITY UNLESS WE BUILD IT TOGETHER. OUR DE&I PROGRAMMING OFFERS ROUTINE TRAINING AND DEVELOPMENT WORKSHOPS FOR STAFF MEMBERS AND EXTERNAL STAKEHOLDERS ACROSS THE SUMMIT & MEDINA COMMUNITY. DIVERSITY TRAINING SESSIONS ARE OFFERED MONTHLY TO UWSM STAFF TO FURTHER ENGAGE IN VARIOUS TOPICS OF DIVERSITY, EQUITY, AND INCLUSION TO INCREASE AWARENESS AND OPPORTUNITIES FOR DIVERSITY IN AND OUTSIDE OF THE WORKPLACE, AND PROVIDE STRATEGIES AND TACTICS TO IMPROVE COMMUNICATION, COLLABORATION, AND EMPATHY TO CLIENTS, VISITORS, AND COLLEAGUES. WORKSHOP OFFERINGS TO EXTERNAL STAKEHOLDERS AND COMMUNITY PARTNERS INCLUDE BRIDGES SUMMIT COUNTY, IMPLICIT BIAS, FOUNDATIONS OF DE&I, AND A NEWLY DEVELOPED WORKSHOP AROUND GENERATIONAL DIVERSITY. THE ORGANIZATION ALSO SECURED CONTRACT AGREEMENTS WITH SEVERAL LOCAL AGENCIES TO RECEIVE ONGOING DE&I TRAINING AND SERVICES THROUGHOUT THE ANNUAL PERIOD. OUR DE&I PROGRAMMING CONTINUES TO BUILD SCOPE OF ENGAGING COMMUNITY VOICE AND FEEDBACK TO FURTHER INFORM THE ORGANIZATION IN ITS SHAPING OF COMMUNITY IMPACT AGENDAS, PROGRAMS, AND SERVICES. THROUGH THIS EFFORT, THE DEVELOPMENT OF A COMMUNITY OUTREACH STRATEGIC PLAN HAS BEEN FORMED TO EXPAND NONFUNDED PARTNERSHIP WITH GRASSROOT AND NEIGHBORHOOD-CENTRIC LEADERS AND ORGANIZATIONS OF THE FAITH COMMUNITY, YOUTH AND NEWCOMING POPULATIONS ACROSS SUMMIT & MEDINA COUNTIES. FURTHERMORE, UWSM HAS RECENTLY CREATED A COLLECTIVE IMPACT AND DE&I COMMITTEE COMPRISED OF BOARD, STAFF, AND COMMUNITY MEMBERS THAT PROVIDES ADVISORY SUPPORT FOR ORGANIZATIONAL COMMUNITY IMPACT AND DE&I INITIATIVES TO FURTHER INFUSE EQUITY INTO BOTH SMALL AND LARGE-SCALE ORGANIZATIONAL OPERATIONS AND STRATEGY TO SUPPORT THE EXECUTING OF UWSM'S MISSION AND VISION FOR OUR COMMUNITY.

    Expenses $575,835

  • FAMILY RESOURCE CENTERS (FRC) - THE FRCS PROVIDE AND SUPPORT COORDINATED PROGRAMS/SERVICES FOR STUDENTS AND FAMILIES THAT REDUCE BARRIERS TO LEARNING WHILE PROMOTING FAMILY ENGAGEMENT AND SUPPORT, STUDENT READING PROFICIENCY, ATTENDANCE AND GRADUATION RATES. IN FY20, UWSM, IN PARTNERSHIP WITH AKRON PUBLIC SCHOOLS (APS), LAUNCHED FAMILY RESOURCE CENTERS IN ROBINSON (MOVED TO DAVID HILL IN FY25) AND HELEN ARNOLD COMMUNITY LEARNING CENTERS. SINCE THEN, THREE MORE FRCS HAVE BEEN OPENED IN OTHER CLUSTERS WITHIN THE APS SCHOOL DISTRICT, INCLUDING THE FIRST HIGH SCHOOL AT NORTH COMMUNITY LEARNING CENTER, FOR A TOTAL OF FIVE FRC LOCATIONS. WITH A FOCUS ON FOOD AND SHELTER ASSISTANCE, HEALTH AND WELLNESS PROGRAMS, FINANCIAL COACHING AND TAX SUPPORT, PARENT LEADERSHIP OPPORTUNITIES AND OTHER WRAPAROUND SUPPORTS, EACH FRC STRIVES TO ADDRESS THE KEY NEEDS IN THE DIRECT COMMUNITY IT SERVES, RESULTING IN MORE APS STUDENTS IN SAFE, SUPPORTED AND THRIVING FAMILY ENVIRONMENTS.

    Expenses $511,267

  • IMAGINATION LIBRARY - EACH MONTH, A BRAND NEW, AGE-APPROPRIATE BOOK WILL BE MAILED TO EVERY CHILD ENROLLED, FREE OF CHARGE. WITH THE ARRIVAL OF THE FIRST BOOK, THE CLASSIC "THE LITTLE ENGINE THAT COULD," CHILDREN BEGIN TO EXPERIENCE THE JOY OF FINDING THEIR VERY OWN BOOK IN THEIR MAILBOXES. THESE MOMENTS CONTINUE EACH MONTH UNTIL THE CHILD TURNS FIVE, AND IN THEIR VERY LAST MONTH IN THE PROGRAM THE BOOK THEY RECEIVE IS "LOOK OUT KINDERGARTEN HERE I COME."

    Expenses $586,727

  • WORKPLACE PROGRAMS - IN FY25 WE PROVIDED 58 CUSTOMIZED WORKPLACE PROGRAMS, COACHING, OR CONSULTING TO A COMBINED TOTAL OF OVER 1.481 PEOPLE. FULFILLING OUR MISSION OF ENRICHING LIVES BY HELPING INDIVIDUALS AND ORGANIZATIONS STRENGTHEN AND LIVE THEIR INNER VALUES. APPROXIMATELY 345 HOURS OF PROGRAMING TIME WERE GIVEN TO WORK ENVIRONMENTS FROM EDUCATION, GOVERNMENT, HEALTHCARE, LAW, INDUSTRY AND NONPROFIT SERVICES TO NAME A FEW. $13,300 IN PRO-BONO SERVICES AND $4,865 IN TUITION ASSISTANCE WERE GIVEN TO INDIVIDUALS AND LOCAL ORGANIZATIONS SO THEY MIGHT PARTICIPATE IN OUR PROGRAMS.

    Expenses $270,740

  • LEADERSHIP CONNECTION SERIES - WE HELD 54 LEADERSHIP CONNECTION SESSIONS FOR 125 PEOPLE FOR A TOTAL OF 162 HOURS OF DEVELOPMENT OF PERSONAL AND LEADERSHIP GROWTH. THIS INCLUDED 2 EXPEDITIONS OF OUR PURPOSEFUL LEADERSHIP PROGRAM FOR THE CONTINUE DEVELOPMENT OF EXPERIENCED LEADERS. $9,200 IN PRO-BONO SERVICES AND $8,850 IN TUITION ASSISTANCE WAS GIVEN TO PARTICIPANTS IN LEADERSHIP CONNECTION SERIES.

    Expenses $217,079

  • FINANCIAL EMPOWERMENT CENTER - THE AKRON FINANCIAL EMPOWERMENT CENTER (FEC) IS A PROGRAM OF THE CITY OF AKRON IN PARTNERSHIP WITH UNITED WAY OF SUMMIT & MEDINA (UWSM). THE FEC PROVIDES PROFESSIONAL, ONE-ON-ONE FINANCIAL COUNSELING AS A FREE PUBLIC SERVICE TO ENABLE RESIDENTS TO ADDRESS THEIR FINANCIAL CHALLENGES AND NEEDS AS WELL AS PLAN FOR THEIR FUTURES. FEC CLIENTS RECEIVE FREE ASSISTANCE WITH MONEY MANAGEMENT, BUDGETING, REDUCING DEBT, ESTABLISHING AND IMPROVING CREDIT, CONNECTING TO SAFE AND AFFORDABLE BANKING SERVICES, BUILDING SAVINGS, AND REFERRALS TO OTHER SERVICES AND ORGANIZATIONS. PROFESSIONALLY TRAINED AND NACCC CERTIFIED COUNSELORS SUPPORT THEIR CLIENTS IN NAVIGATING COMPLEX FINANCIAL CHALLENGES AND CHOICES, HELPING THEM IDENTIFY AND MEET PRESENT CHALLENGES AND FUTURE AMBITIONS. BANK ON RUBBER CITY, ANOTHER FEC PROGRAM, PARTNERS WITH BANKS AND CREDIT UNIONS TO PROVIDE SAFE AND AFFORDABLE BANKING OPTIONS AND EDUCATIONAL RESOURCES THAT HELP EMPOWER PEOPLE AND FAMILIES TO IMPROVE THEIR FINANCIAL CAPABILITY, HEALTH AND INDEPENDENCE. SINCE THE LAUNCH OF THE FEC IN JUNE OF 2018 WE HAVE PROVIDED OVER 13,024 ONE ON ONE FINANCIAL COUNSELING SESSIONS, WHICH EQUATES TO APPROXIMATELY 5373 INDIVIDUALS ARE ON THE PATH TO FINANCIAL EMPOWERMENT. IN ADDITION, THROUGH OUR FEC WORK, UWSM OPERATES THE IRS TAX PROGRAM KNOWN AS VOLUNTEER INCOME TAX ASSISTANCE OR VITA. LAST TAX SEASON, UWSM VITA VOLUNTEERS SUBMITTED APPROXIMATELY 2,138 TAX RETURNS, RESULTING IN $2.6M COMING BACK DIRECTLY TO OUR COMMUNITY THROUGH FEDERAL & STATE REFUNDS, AND PROVIDED $534,500 OF TAX PREPARATION SAVINGS TO OUR CLIENTS.

    Expenses $898,462

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • BRADLEY A WRIGHT

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    6

  • JAMES BUTLER

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    4

  • KENDRA C PHILON

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • ALISON BREAUX

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • MICHELE CERMINARO

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    4

  • JAMES MULLEN

    PRESIDENT & CEO THRU 2/25

    Total calculated
    $359,685
    From this org
    $313,775
    From related orgs
    $0
    Other
    $45,910
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $313,775
    Bonus
    $0
    Other
    $0
    Deferred
    $6,502
    Nontaxable benefits
    $39,408
    Filer's total
    $359,685

  • PAUL N CATANIA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • IRIEL HOPKINS MSW LSW

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JESSE W HURST

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RONALD PAYDO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • AARON SWARTZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TRACY DOWE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JASON DODSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BRYNN ALLIO POPA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM LOWERY II

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JANI GROZA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ELIZABETH Z BARTZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEVE WILT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANGIE WELLS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PATRICK O'NEILL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARK C JUVE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARC DIVIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LAURA DUDA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GIA BELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • NICHOLAS BUZZELLI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MORIAH CHEATHAM WILLIAMS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEVE DIMENGO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR HANS R DORFI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TAMARA FYNAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHRIS GESSNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STUART GLAUBERMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DANIEL K GLESSNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • FRANK R GRAZIANO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAVE GRIFFING

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BISHOP SAMUEL HAMPTON II

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BRIGHID HILLMUTH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN HOOKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAVID W JAMES ED D

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SPENCER KOWAL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DOUGLAS KRAFT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KYLE KUTUCHIEF

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • W GLENN LEPPO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANDY LITTLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MAYOR SHAMMAS MALIK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • HOWARD MELNICK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMES E MERKLIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR GARY MILLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEVEN MUTERSBAUGH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BRANDYN NEAL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LUCIA PILEGGI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ALICIA ROBINSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JIM RUHLIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • EXECUTIVE ILENE SHAPIRO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KIRSTIN TOTH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BARB WHIDDON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LIZ BLYSTONE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MIKE PARNELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JIM HILL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • FEDEARIA NICHOLSON-SWEVAL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • NYREE WILKERSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANNIE MCFADDEN

    PRES & CEO BEG 2/25, CHIEF OF STAFF

    Total calculated
    $216,863
    From this org
    $177,422
    From related orgs
    $0
    Other
    $39,441
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $177,422
    Bonus
    $0
    Other
    $0
    Deferred
    $6,342
    Nontaxable benefits
    $33,099
    Filer's total
    $216,863

  • CATHRYN O'MALLEY

    CHIEF OPERATING OFFICER

    Total calculated
    $202,782
    From this org
    $166,484
    From related orgs
    $0
    Other
    $36,298
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $166,484
    Bonus
    $0
    Other
    $0
    Deferred
    $5,059
    Nontaxable benefits
    $31,239
    Filer's total
    $202,782

  • BRADLEY VIRGIN

    VP, CONTROLLER

    Total calculated
    $168,589
    From this org
    $132,449
    From related orgs
    $0
    Other
    $36,140
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,449
    Bonus
    $0
    Other
    $0
    Deferred
    $5,713
    Nontaxable benefits
    $30,427
    Filer's total
    $168,589

  • JENNIFER TOMPKINS

    CHIEF FINANCIAL OFFICER

    Total calculated
    $155,955
    From this org
    $153,539
    From related orgs
    $0
    Other
    $2,416
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $153,539
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $2,416
    Filer's total
    $155,955

  • ANDRE CAMPBELL

    CHIEF DIVERSITY OFFICER

    Total calculated
    $163,998
    From this org
    $146,625
    From related orgs
    $0
    Other
    $17,373
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $146,625
    Bonus
    $0
    Other
    $0
    Deferred
    $4,119
    Nontaxable benefits
    $13,254
    Filer's total
    $163,998

  • MALORIE PHILLIPS

    CHIEF DEVELOPMENT & MARKETING OFFICER

    Total calculated
    $183,763
    From this org
    $154,846
    From related orgs
    $0
    Other
    $28,917
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $154,846
    Bonus
    $0
    Other
    $0
    Deferred
    $6,238
    Nontaxable benefits
    $22,679
    Filer's total
    $183,763

  • JASON DAVIS

    VP, IT & BUILDING OPS.

    Total calculated
    $154,062
    From this org
    $110,559
    From related orgs
    $0
    Other
    $43,503
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $110,559
    Bonus
    $0
    Other
    $0
    Deferred
    $7,058
    Nontaxable benefits
    $36,445
    Filer's total
    $154,062

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 · Tax indemnification and gross-up payments
  • 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 · Written employment contract
  • 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 PAID GROSS UP TAXES FOR A RETENTION BONUS PAID TO OUR FORMER CEO. UNITED WAY PAID COUNTRY CLUB DUES ON BEHALF OF OUR CEO.
PART I, LINE 3
THE COMPENSATION OF THE CEO IS DETERMINED BY ORGANIZATIONAL DEVELOPMENT COMMITTEE, AND A WRITTEN EMPLOYMENT AGREEMENT IS CREATED AND SIGNED BY THE CEO AND THE BOARD CHAIR.

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
2024
Filed
9 February 2026
IRS schema version
2024v5.5
Source object
202620429349301827

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.