Form 990 for tax year 2023
Filed by UNITED WAY OF FAIRFIELD COUNTY.
Totals
- Total revenue
- $1,524,315
- Total expenses
- $1,736,689
- Contributions and grants received
- $1,487,255
- Grants paid
- $1,056,826
- Program service revenue
- $0
- Investment income
- $62,465
- Other revenue
- -$25,405
- Total assets, end of year
- $2,107,810
- Total liabilities, end of year
- $127,527
- Net assets or fund balances, end of year
- $1,980,283
- Program services expenses (Part IX)
- $1,378,517
- Management and general expenses
- $191,097
- Fundraising expenses
- $167,075
- Program service expenses (Part III)
- $1,378,517
Program services were 79.4% 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
$27,642
-
1e · Government grants (contributions)
$58,718
-
1f · All other contributions, gifts and grants
$1,400,895
-
3 · Investment income
total $62,465 · excluded $62,465
-
8a · Fundraising events: contributions included on line 1c
$27,642
-
8b · Fundraising events: direct expenses
$28,785
-
8c · Net income from fundraising events
total -$28,785
-
11a · Other revenue: OTHER REVENUE
total $3,380 · excluded $3,380
-
11e · Other revenue, total
$3,380
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,056,826 · program services $1,056,826
-
5 · Compensation of officers, directors and key employees
total $130,401 · program services $65,201 · management and general $35,844 · fundraising $29,356
-
7 · Other salaries and wages
total $123,738 · program services $46,954 · management and general $14,394 · fundraising $62,390
-
8 · Pension plan contributions
total $5,596 · program services $1,889 · management and general $1,189 · fundraising $2,518
-
9 · Other employee benefits
total $19,624 · program services $6,623 · management and general $4,171 · fundraising $8,830
-
10 · Payroll taxes
total $20,143 · program services $7,918 · management and general $3,921 · fundraising $8,304
-
11c · Fees: accounting
total $14,583 · program services $4,867 · management and general $4,582 · fundraising $5,134
-
11g · Fees: other
total $5,000 · fundraising $5,000
-
12 · Advertising and promotion
total $21,974 · management and general $790 · fundraising $21,184
-
13 · Office expenses
total $11,528 · program services $3,177 · management and general $2,192 · fundraising $6,159
-
14 · Information technology
total $13,161 · program services $3,035 · management and general $5,368 · fundraising $4,758
-
16 · Occupancy
total $12,568 · program services $4,882 · management and general $3,847 · fundraising $3,839
-
19 · Conferences, conventions and meetings
total $2,965 · program services $1,000 · management and general $630 · fundraising $1,335
-
22 · Depreciation, depletion and amortization
total $2,324 · management and general $2,324
-
23 · Insurance
total $2,159 · management and general $2,159
-
24a · Other expenses: PROGRAM EXPENSES
total $166,132 · program services $166,132
-
24b · Other expenses: BAD DEBT EXPENSE
total $109,791 · management and general $109,791
-
24c · Other expenses: DUES
total $17,259 · program services $8,471 · management and general $207 · fundraising $8,581
-
24d · Other expenses: EVENT EXPENSE
total $1,854 · program services $1,854
-
24e · All other expenses
total -$937 · program services -$312 · management and general -$312 · fundraising -$313
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $552 · end of year $1,283
-
2 · Savings and temporary cash investments
beginning of year $681,707 · end of year $489,510
-
3 · Pledges and grants receivable
beginning of year $420,163 · end of year $392,663
-
9 · Prepaid expenses and deferred charges
beginning of year $8,570 · end of year $12,800
-
10a · Land, buildings and equipment: cost or other basis
$36,725
-
10b · Land, buildings and equipment: accumulated depreciation
$33,831
-
10c · Land, buildings and equipment, net
beginning of year $1,745 · end of year $2,894
-
11 · Investments: publicly traded securities
beginning of year $1,072,494 · end of year $1,208,660
-
17 · Accounts payable and accrued expenses
beginning of year $12,333 · end of year $7,291
-
19 · Deferred revenue
end of year $5,969
-
25 · Other liabilities
beginning of year $100,942 · end of year $114,267
-
27 · Net assets without donor restrictions
beginning of year $654,225 · end of year $468,666
-
28 · Net assets with donor restrictions
beginning of year $1,417,731 · end of year $1,511,617
Mission and programs · 2023
Mission
"IMPROVING LIVES THROUGH THE CARING POWER OF OUR COMMUNITY" - WE WILL FOCUS OUR RESOURCES TO ACHIEVE THE GREATEST IMPACT ON COMMUNITY NEEDS. WE WILL CREATE LONG-TERM CHANGE BY MEASURING RESULTS.
-
THE MISSION OF THE UNITED WAY OF FAIRFIELD COUNTY IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. UNITED WAY'S STRENGTH IS ITS ABILITY TO BUILD PARTNERSHIPS AND TO LEVERAGE RESOURCES TO MAKE A MEASURABLE DIFFERENCE IN THE FAIRFIELD COUNTY COMMUNITY. USING THESE STRENGTHS, THE UNITED WAY HAS SET BOLD GOALS TO DELIVER SOLUTIONS TO COMMUNITY ISSUES IN THE AREAS OF EDUCATION, HEALTH, AND FINANCIAL STABILITY. PARTNERING WITH 24 FAIRFIELD COUNTY HEALTH AND HUMAN SERVICE AGENCIES, THE UNITED WAY HAS ALLOCATED FUNDS TO 26 PROGRAMS THAT PROVIDE SERVICES TO ASSIST INDIVIDUALS AND FAMILIES IN OUR COMMUNITY OVERCOME OBSTACLES TO ACCESS EDUCATION, TO IMPROVE THEIR HEALTH, AND THE WORK TOWARDS FINANCIAL STABILITY.
Expenses $1,196,015 · Grants $1,056,826
-
THE UNITED WAY OF FAIRFIELD COUNTY OFFERS FREE TAX PREPARATION FOR LOW TO MODERATE INCOME INDIVIDUALS AND FAMILIES THROUGH OUR VOLUNTEER INCOME TAX SITE (VITA) AND FOR ANYONE OVER THE AGE OF 60 THROUGH OUR TAX COUNSELING FOR ELDERLY SITE (TCE). OUR VITA SITE PROVIDED FREE TAX PREPARATION FOR MORE THAN 638 INDIVIDUALS OR FAMILIES DURING THE 2024 TAX SEASON. OUR TCE SITE PREPARED OVER 592 TAX RETURNS DURING 2024. BOTH SITES UTILIZE IRS CERTIFIED VOLUNTEERS TO PREPARE AND FILE THE RETURNS. CLIENTS RECEIVED A TOTAL OF 1.3 MILLION IN REFUNDS.
Expenses $36,500
-
THE UNITED WAY OF FAIRFIELD COUNTY, IN PARTNERSHIP WITH THE OHIO GOVERNOR'S IMAGINATION LIBRARY AND THE DOLLY PARTON'S IMAGINATION LIBRARY, IS WORKING TO IMPROVE THE KINDERGARTEN READINESS IN OUR COMMUNITY BY FURNISHING BOOKS TO OVER 5,000 PRESCHOOL AGED CHILDREN IN FAIRFIELD COUNTY EACH MONTH.
Expenses $138,863
-
UNITED WAY OF FAIRFIELD COUNTY ORGANIZES AND FACILITATES THE FEEDING OUR FUTURE PROGRAM ON A MONTHLY BASIS THROUGHOUT THE SCHOOL YEAR. THE PROGRAM IS PRIMARILY FOR LOCAL ELEMENTARY SCHOOL STUDENTS ON THE FREE AND REDUCED LUNCH PROGRAM. REGISTERED STUDENTS RECEIVE A PACKAGE OF FOOD TO TAKE HOME ONCE A MONTH. THE PACKAGE INCLUDES A VARIETY OF CHOICES WHICH CONSIST OF APPROXIMATELY SIX MEALS TO GET THE STUDENT THROUGH THE WEEKEND AND USUALLY WEIGHS ABOUT EIGHT POUNDS. CURRENTLY, THE PROGRAM EXISTS IN 8 FAIRFIELD COUNTY ELEMENTARY, PRIMARY OR PRESCHOOLS SERVING OVER 7,700 STUDENTS EACH MONTH FOR 9 MONTHS.
Expenses $7,139
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
CARRIE WOODY
CEO (FORMER)
- Total calculated
- $60,991
- From this org
- $60,991
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
CHRISTINE SIMMONS
CEO (CURRENT
- Total calculated
- $36,651
- From this org
- $36,651
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
SKY GETTYS
DIRECTOR OF
- Total calculated
- $32,759
- From this org
- $32,759
- From related orgs
- $0
- Other
- $0
- Hours/week
- 35
-
GARETH BOYD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.75
-
THERESA BYERS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.75
-
GAIL CHRISLEY
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 0.75
-
STEVE DAVIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.75
-
NATHAN HALE
TREASURER
- Total calculated
- $0
- Hours/week
- 0.75
-
KEITH KUMLER
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.75
-
AMY LARE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.75
-
RICK LEMONDS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.75
-
MARK MATTHEWS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.75
-
PAUL MOENTMANN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.75
-
JOHN PEKAR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.75
-
JD POSTAGE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.75
-
ROBIN RHODES
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.75
-
EVAN SAUNDERS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.75
-
BECKY SCHAADE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.75
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.
Grants on this return
-
TRSP/ADULT PROGRAMS
-
$86,000
2-1-1
-
$70,000
EMG SHELT/FOOD PANTR
-
$60,000
CHILDCARE
-
$60,000
YOUTH MENTORING
-
$60,000
ADULT DAY CARE
-
$60,000
EMERG PROT SHELTER
-
$55,000
FOOD PANTRY
-
$54,000
SCHOLARSHIPS/CHILDCA
-
$53,500
AFTER SCHOOL PROGRAM
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 11 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202500709349300145
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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