Form 990 for tax year 2023
Filed by UNITED WAY OF CENTRAL OHIO INC.
Totals
- Total revenue
- $26,157,145
- Total expenses
- $23,619,732
- Contributions and grants received
- $23,121,611
- Grants paid
- $12,558,353
- Program services expenses (Part IX)
- $19,929,847
- Management and general expenses
- $1,970,198
- Fundraising expenses
- $1,719,687
- Program service expenses (Part III)
- $19,929,847
Program services were 84.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
DERRICK ANTWI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
TAL BENDOR
BOARD FELLOW
- Total calculated
- $0
- Hours/week
- 1
-
BARBARA BENHAM
PAST CHAIR AND SECRETARY
- Total calculated
- $0
- Hours/week
- 4
-
MARK BIDSTRUP
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MELODY BIRMINGHAM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JEFF CARPER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DUANE CASARES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
RACHEL CAVINESS
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
HOPE COTTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DAN CRANE
CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
MARK FLUHARTY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MORGAN GLASSER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JEREMY GUTIERREZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL IRVING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DAVID LEE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ADAM LEWIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
PETER LORE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ELIZABETH MARTINEZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
STEVE MASON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
KENNY MCDONALD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BILL MCGEE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
AZURE'D METOYER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MARLON MOORE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ROCKY PARKER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
KATHRYN RAINIERI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MARTYN REDGRAVE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
RYAN SCHMIESING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT TANNOUS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
BROOKE WAGNER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SHAREE WELLS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LISA COURTICE
PRESIDENT & CEO
- Total calculated
- $475,400
- From this org
- $375,447
- From related orgs
- $0
- Other
- $99,953
- Hours/week
- 61
Schedule J breakdown matched by us
- Base
- $314,947
- Bonus
- $60,500
- Other
- $0
- Deferred
- $64,013
- Nontaxable benefits
- $35,940
- Filer's total
- $475,400
-
CHERYL NELSON
SVP FINANCE, CFO (THUR 12/31/23)
- Total calculated
- $278,620
- From this org
- $194,689
- From related orgs
- $0
- Other
- $83,931
- Hours/week
- 41
Schedule J breakdown matched by us
- Base
- $169,689
- Bonus
- $25,000
- Other
- $0
- Deferred
- $58,387
- Nontaxable benefits
- $25,544
- Filer's total
- $278,620
-
MICHAEL WILKOS
SVP COMMUNITY IMPACT
- Total calculated
- $237,367
- From this org
- $180,799
- From related orgs
- $0
- Other
- $56,568
- Hours/week
- 42
Schedule J breakdown matched by us
- Base
- $180,799
- Bonus
- $0
- Other
- $0
- Deferred
- $44,465
- Nontaxable benefits
- $12,103
- Filer's total
- $237,367
-
MARY BIRCHARD
VP OF RESOURCE DEVELOPMENT
- Total calculated
- $178,658
- From this org
- $142,141
- From related orgs
- $0
- Other
- $36,517
- Hours/week
- 39
Schedule J breakdown matched by us
- Base
- $142,141
- Bonus
- $0
- Other
- $0
- Deferred
- $15,024
- Nontaxable benefits
- $21,493
- Filer's total
- $178,658
-
JULIANA HARDYMON
VP OF FINANCE
- Total calculated
- $196,579
- From this org
- $137,177
- From related orgs
- $0
- Other
- $59,402
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $137,177
- Bonus
- $0
- Other
- $0
- Deferred
- $26,291
- Nontaxable benefits
- $33,111
- Filer's total
- $196,579
-
VALERIE RIDGEWAY
VP COMMUNITY IMPACT - (THRU 4/26/23)
- Total calculated
- $192,872
- From this org
- $151,934
- From related orgs
- $0
- Other
- $40,938
- Hours/week
- 47
Schedule J breakdown matched by us
- Base
- $151,934
- Bonus
- $0
- Other
- $0
- Deferred
- $34,423
- Nontaxable benefits
- $6,515
- Filer's total
- $192,872
-
KOURTNI HATTON
VP COMMUNITY ENG / CDEIO
- Total calculated
- $126,219
- From this org
- $111,141
- From related orgs
- $0
- Other
- $15,078
- Hours/week
- 40
-
MELANIE GRESSON
VP RESOURCE DEVELPOMENT & CDO
- Total calculated
- $119,348
- From this org
- $114,465
- From related orgs
- $0
- Other
- $4,883
- Hours/week
- 42
-
CHERYL WYATT
VP SUCCESS BY THIRD GRADE
- Total calculated
- $155,660
- From this org
- $141,473
- From related orgs
- $0
- Other
- $14,187
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $141,473
- Bonus
- $0
- Other
- $0
- Deferred
- $2,280
- Nontaxable benefits
- $11,907
- Filer's total
- $155,660
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 — 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 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 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 PROVIDES PAYMENT OF MEMBERSHIP DUES FOR CEO, LISA COURTICE, AT COLUMBUS CLUB, A DOWNTOWN COLUMBUS BUSINESS CLUB WHICH OFFERS BUSINESS NETWORKING OPPORTUNITIES. ANNUAL MEMBERSHIP DUES PAID FOR THE CALENDAR YEAR ENDING DECEMBER 31, 2023 ARE $8,200.
- PART I, LINE 3
- THE UNITED WAY OF CENTRAL OHIO COMPENSATION COMMITTEE OF THE BOARD REVIEWS THE TOTAL COMPENSATION (INCLUDING ALL BENEFITS) OF THE CEO AT LEAST ANNUALLY. THE MOST RECENT REVIEW OCCURRED IN APRIL 2023. THE CEO'S SALARY IS BASED ON CEO PERFORMANCE, BUDGET PARAMETERS, INDEPENDENT MARKET DATA AND MARKET ISSUES. MINUTES OF THE COMPENSATION DISCUSSION MEETING ARE RECORDED AND MAINTAINED. THE ANNUAL REVIEW OF THE CEO INCLUDES A REVIEW OF MARKET COMPARABILITY DATA FROM INDEPENDENT SOURCES AND THE SOURCES OF COMPARABLE DATA ARE REFLECTED IN A MEMO TO THE FILE. COMPARISONS INCLUDE OTHER SIMILAR SIZED UNITED WAYS WITHIN THE UNITED WAY NETWORK AS WELL AS OTHER SIMILAR-SIZED NONPROFIT AGENCIES AND FOUNDATIONS WITHIN OHIO. ANY MEMBER OF THE COMPENSATION COMMITTEE WHO HAS A CONFLICT OF INTEREST IN THE SETTING OF COMPENSATION MUST DECLARE THE CONFLICT BEFORE ANY DISCUSSIONS TAKE PLACE AND THE COMMITTEE WILL DETERMINE WHETHER THE MEMBER DECLARING THE CONFLICT CAN PARTICIPATE IN THE DISCUSSION AND FINAL DECISION. THE COMPENSATION COMMITTEE ALSO REVIEWS THE CEO'S RECOMMENDATIONS FOR OTHER SENIOR MANAGEMENT COMPENSATION, INCLUDING COMPARABLE MARKET DATA USED IN MARKETING THOSE RECOMMENDATIONS. THE COMPENSATION COMMITTEE RECORDS ITS CONSIDERATION OF THE CEO'S RECOMMENDATIONS, THE MARKET DATA CONSIDERED AND WHETHER THE CEO'S RECOMMENDATIONS WERE ACCEPTED, ALTERED (INCLUDING THE ALTERATIONS) OR REJECTED.
- PART I, LINE 4B
- UNITED WAY MADE CONTRIBUTIONS TO A 457B PLAN OF $22,500 EACH FOR THE CEO, CFO AND SVP OF COMMUNITY IMPACT IN 2023.
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
-
FUNDING FOR INTERNAL INITIATIVES
$766,523
DONOR/VOLUNTEER DESIGNATED FOR PROGRAM SUPPORT
-
$735,000
PROGRAM OPERATING COSTS
-
$627,909
DONOR DESIGNATED FOR GENERAL SUPPORT
-
$573,329
DONOR DESIGNATED FOR GENERAL SUPPORT
-
$525,000
PROGRAM OPERATING COSTS
-
COLUMBUS EARLY LEARNING CENTERS
$420,000
PROGRAM OPERATING COSTS
-
DONOR DESIGNATED FOR GENERAL SUPPORT
-
DIRECTIONS FOR YOUTH AND FAMILIES
$375,000
PROGRAM OPERATING COSTS
-
$311,064
DONOR DESIGNATED FOR GENERAL SUPPORT
-
$240,000
PROGRAM OPERATING COSTS
The 10 largest by cash amount. The API serves every itemized grant.
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.
-
UNITED WAY OF UNION COUNTY INC
501(C)(3) · RESOURCE TO COMMUNITY TO IMPROVE LIVES. · OH · controlled entity
Directly controlled by UNITED WAY OF CENTRAL OHIO INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 6 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202500389349300225
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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