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Nonprofiteer
← UNITED WAY OF GREATER CINCINNATI FOUNDATION

Form 990 for tax year 2023

Filed by UNITED WAY OF GREATER CINCINNATI FOUNDATION.

Totals

Total revenue
$3,497,661
Total expenses
$1,968,189
Contributions and grants received
$1,473,602
Grants paid
$1,862,600
Program service revenue
$0
Investment income
$2,024,059
Other revenue
$0
Total assets, end of year
$45,315,851
Total liabilities, end of year
$1,457,400
Net assets or fund balances, end of year
$43,858,451
Program services expenses (Part IX)
$1,862,600
Management and general expenses
$105,589
Fundraising expenses
$0
Program service expenses (Part III)
$1,862,600

Program services were 94.6% 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.

  • 1d · Related organizations

    $342,676

  • 1f · All other contributions, gifts and grants

    $1,130,926

  • 3 · Investment income

    total $683,784 · unrelated business -$6,413 · excluded $690,197

  • 7a · Gross sales of assets other than inventory

    securities $18,897,603

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

    securities $17,557,328

  • 7c · Gain or loss

    securities $1,340,275

  • 7d · Net gain or loss

    total $1,340,275 · excluded $1,340,275

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,862,600 · program services $1,862,600

  • 11f · Fees: investment management

    total $64,528 · management and general $64,528

  • 11g · Fees: other

    total $31,854 · management and general $31,854

  • 24a · Other expenses: Miscellaneous Expenses

    total $8,072 · management and general $8,072

  • 24b · Other expenses: Bank Charges

    total $1,135 · management and general $1,135

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $885,224 · end of year $1,105,632

  • 4 · Accounts receivable

    beginning of year $60,179 · end of year $243,935

  • 11 · Investments: publicly traded securities

    beginning of year $21,739,539 · end of year $24,726,505

  • 12 · Investments: other securities

    beginning of year $3,669,823 · end of year $2,769,505

  • 15 · Other assets

    beginning of year $14,525,176 · end of year $16,470,274

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,578,300 · end of year $1,457,400

  • 27 · Net assets without donor restrictions

    beginning of year $20,757,208 · end of year $22,917,333

  • 28 · Net assets with donor restrictions

    beginning of year $18,544,433 · end of year $20,941,118

Mission and programs · 2023

Mission

The UWGC Foundation provides a flexible vehicle to perpetuate financial support of UWGC, its initiatives, its agencies, and the human services they provide.

  • United Way of Greater Cincinnati Foundation has the authority to raise funds to carry out its exempt purpose. These funds may be distributed to other charitable or educational organizations (in compliance with donor restrictions) or used to support the human service work of United Way of Greater Cincinnati.

    Expenses $1,862,600 · Grants $1,862,600

As filed on the 2023 return.

Listed in Part VII

  • Jodi Geiser

    Board Chair

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • John M Williams

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Whitney Maxson

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Adia Molloy

    Member

    Total calculated
    $0
    Hours/week
    1

  • Josh Diedrichs

    Member

    Total calculated
    $0
    Hours/week
    1

  • Kip Heekin

    Member

    Total calculated
    $0
    Hours/week
    1

  • Kristin Fishbaugh

    Member

    Total calculated
    $0
    Hours/week
    1

  • Lisa O'Brien

    Member

    Total calculated
    $0
    Hours/week
    1

  • Moira Lyon

    Member

    Total calculated
    $0
    Hours/week
    1

  • Robie Suggs

    Member

    Total calculated
    $0
    Hours/week
    1

  • William Montague

    Member

    Total calculated
    $0
    Hours/week
    1

  • Willie Hill

    Member

    Total calculated
    $0
    Hours/week
    1

  • Moira Weir

    President & CEO

    Total calculated
    $516,352
    From this org
    $0
    From related orgs
    $468,232
    Other
    $48,120
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $407,025 related
    Bonus
    $0 + $37,500 related
    Other
    $0 + $23,707 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $34,920 related
    Filer's total
    $0 + $516,352 related

  • Jeanetta Darno

    Member

    Total calculated
    $0
    Hours/week
    1

  • Randy Bush

    CFO

    Total calculated
    $193,306
    From this org
    $0
    From related orgs
    $160,439
    Other
    $32,867
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $159,476 related
    Bonus
    $0
    Other
    $0 + $963 related
    Deferred
    $0 + $6,872 related
    Nontaxable benefits
    $0 + $25,995 related
    Filer's total
    $0 + $193,306 related

  • Mike Baker

    Chief Impact Strategy Officer

    Total calculated
    $190,830
    From this org
    $0
    From related orgs
    $182,937
    Other
    $7,893
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $174,715 related
    Bonus
    $0 + $8,000 related
    Other
    $0 + $222 related
    Deferred
    $0 + $7,017 related
    Nontaxable benefits
    $0 + $876 related
    Filer's total
    $0 + $190,830 related

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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
10 October 2024
IRS schema version
2023v5.1
Source object
202432899349301818

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