Form 990 for tax year 2024
Filed by THE UNITED WAY OF THE GREATER DAYTON AREA.
Totals
- Total revenue
- $3,020,879
- Total expenses
- $3,502,735
- Contributions and grants received
- $2,369,872
- Grants paid
- $1,108,051
- Program service revenue
- $504,490
- Investment income
- $34,086
- Other revenue
- $112,431
- Total assets, end of year
- $10,547,716
- Total liabilities, end of year
- $1,628,995
- Net assets or fund balances, end of year
- $8,918,721
- Program services expenses (Part IX)
- $2,272,441
- Management and general expenses
- $231,754
- Fundraising expenses
- $998,540
- Program service expenses (Part III)
- $2,272,441
Program services were 64.9% 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.
-
1f · All other contributions, gifts and grants
$2,369,872
-
1g · Noncash contributions included above
$8,945
-
2a · Program service revenue: INFORMATION & REFERRAL
total $279,984 · related or exempt $279,984
-
2b · Program service revenue: FREEDOM SCHOOLS
total $190,904 · related or exempt $190,904
-
2c · Program service revenue: CAMPAIGN ADMINISTRATIO
total $33,602 · related or exempt $33,602
-
3 · Investment income
total $34,086 · excluded $34,086
-
8a · Fundraising events: gross income
$150,909
-
8b · Fundraising events: direct expenses
$38,478
-
8c · Net income from fundraising events
total $112,431 · excluded $112,431
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,108,051 · program services $1,108,051
-
5 · Compensation of officers, directors and key employees
total $170,425 · program services $74,354 · management and general $13,545 · fundraising $82,526
-
7 · Other salaries and wages
total $1,152,793 · program services $502,945 · management and general $91,620 · fundraising $558,228
-
8 · Pension plan contributions
total $66,618 · program services $27,231 · management and general $6,145 · fundraising $33,242
-
9 · Other employee benefits
total $124,462 · program services $50,875 · management and general $11,482 · fundraising $62,105
-
10 · Payroll taxes
total $104,774 · program services $45,852 · management and general $8,462 · fundraising $50,460
-
11b · Fees: legal
total $50 · program services $15 · management and general $10 · fundraising $25
-
11c · Fees: accounting
total $30,906 · program services $9,272 · management and general $6,181 · fundraising $15,453
-
11g · Fees: other
total $310,421 · program services $219,485 · management and general $17,292 · fundraising $73,644
-
12 · Advertising and promotion
total $116,860 · program services $83,886 · management and general $12,327 · fundraising $20,647
-
13 · Office expenses
total $13,553 · program services $10,948 · management and general $822 · fundraising $1,783
-
16 · Occupancy
total $131,655 · program services $59,659 · management and general $14,045 · fundraising $57,951
-
17 · Travel
total $35,199 · program services $32,119 · management and general $662 · fundraising $2,418
-
19 · Conferences, conventions and meetings
total $26,123 · program services $18,965 · management and general $2,241 · fundraising $4,917
-
21 · Payments to affiliates
total $37,686 · management and general $37,686
-
22 · Depreciation, depletion and amortization
total $31,192 · program services $9,358 · management and general $6,238 · fundraising $15,596
-
24a · Other expenses: TELEPHONE
total $23,963 · program services $14,189 · management and general $914 · fundraising $8,860
-
24b · Other expenses: DUES
total $8,753 · program services $3,722 · management and general $1,126 · fundraising $3,905
-
24c · Other expenses: OTHER EXPENSES
total $6,041 · program services $792 · management and general $354 · fundraising $4,895
-
24d · Other expenses: REPAIRS & MAINTENANCE
total $1,752 · program services $303 · management and general $270 · fundraising $1,179
-
24e · All other expenses
total $1,458 · program services $420 · management and general $332 · fundraising $706
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $652,923 · end of year $500,296
-
3 · Pledges and grants receivable
beginning of year $651,329 · end of year $406,688
-
4 · Accounts receivable
beginning of year $41,930 · end of year $112,200
-
9 · Prepaid expenses and deferred charges
beginning of year $477 · end of year $146
-
10a · Land, buildings and equipment: cost or other basis
$210,109
-
10b · Land, buildings and equipment: accumulated depreciation
$134,879
-
10c · Land, buildings and equipment, net
beginning of year $106,422 · end of year $75,230
-
12 · Investments: other securities
beginning of year $7,251,953 · end of year $7,310,462
-
15 · Other assets
beginning of year $2,263,792 · end of year $2,142,694
-
17 · Accounts payable and accrued expenses
beginning of year $83,950 · end of year $150,192
-
18 · Grants payable
beginning of year $1,303,306 · end of year $806,034
-
25 · Other liabilities
beginning of year $1,094,214 · end of year $672,769
-
27 · Net assets without donor restrictions
beginning of year $2,336,247 · end of year $2,500,943
-
28 · Net assets with donor restrictions
beginning of year $6,151,109 · end of year $6,417,778
Mission and programs · 2024
Mission
OUR MISSION IS TO LEAD A UNITED COMMUNITY TO UPLIFT OUR NEIGHBORS. UNITED WAY GENERATES FINANCIAL AND VOLUNTARY CONTRIBUTIONS TO MEET LOCAL NEEDS AND MAKE LASTING IMPROVEMENT TO THE REGION'S QUALITY OF LIFE.
Activities or mission (Part I)
UNITED WAY OF THE GREATER DAYTON LEADS A UNITED COMMUNITY TO UPLIFT OUR NEIGHBORS. A VOLUNTEER-LED ORGANIZATION, UNITED WAY IS THE AREA'S LARGEST PRIVATE FUNDER OF HEALTH AND HUMAN SERVICES, PRIMARILY PROVIDED BY LOCAL AGENCIES IN MONTGOMERY, GREENE AND PREBLE COUNTIES. UNITED WAY FOCUSES ON UNDERLYING CAUSES TO GET TO THE HEART OF LOCAL PROBLEMS AND TO PREVENT THEM FROM HAPPENING IN THE FIRST PLACE - SUCH AS PREPARING YOUTH TO SUCCEED IN SCHOOL AND THE JOBS OF TOMORROW, OR PREVENTING HOME FORECLOSURE AND HOMELESSNESS. OUR LOCAL UNITED WAY ALSO CONNECTS PEOPLE IN NEED WITH SERVICES THROUGH HELPLINK 2-1-1 AND CONNECTS PEOPLE WITH VOLUNTEER OPPORTUNITIES THROUGH VOLUNTEER CONNECTION.
-
FUND GRANTS, DONOR DESIGNATIONS, AND VOLUNTEER CONNECTION: UNITED WAY FUNDS LOCAL HEALTH AND HUMAN SERVICE AGENCIES THROUGH A COMPETITIVE GRANT PROCESS TO ACHIEVE MEASURABLE OUTCOMES IN THE AREAS OF HEALTH, EDUCATION, AND FINANCIAL STABILITY. KNOWLEDGEABLE VOLUNTEERS STUDY THE COMMUNITY NEEDS AND MAKE TOUGH DECISIONS ON HOW BEST TO MEET THE NEEDS AND FILL GAPS WITH GRANTS FROM UNITED WAY FUNDS. IN FISCAL YEAR 2025, THESE PROGRAMS SERVED THOUSANDS OF CHILDREN AND ADULTS IN THE DAYTON REGION.
Expenses $1,386,816 · Grants $1,108,051 · Revenue $33,602
-
UNITED WAY'S HELPLINK 2-1-1 IS A FREE AND CONFIDENTIAL INFORMATION AND REFERRAL SERVICE PROVIDED 24-HOURS-A-DAY, 365-DAYS-A-YEAR. HELPLINK 2-1-1 MAINTAINS THE REGION'S MOST COMPREHENSIVE DATABASE OF HEALTH AND HUMAN SERVICES AND IS CONNECTED WITH SERVICES THROUGHOUT THE STATE AND COUNTY. HELPLINK OFFERS INFORMATION, REFERRALS, ADVOCACY AND SCHEDULES APPOINTMENTS FOR THE EARNED INCOME TAX CREDIT PROGRAM AND CONDUCTS OUTREACH TO DISLOCATED WORKERS AND THEIR FAMILIES. HELPLINK 2-1-1 PROVIDES AN AFTER-HOUR ANSWERING SERVICE FOR NONPROFIT AND GOVERNMENT AGENCIES AND CASE CONSULTATION SERVICE FOR FAITH BASED ORGANIZATIONS. IN FISCAL YEAR 2025, HELPLINK 2-1-1 RECEIVED 56,896 CALLS AND PROVIDED 45,444 REFERRALS FOR VARIOUS NEEDS. ALSO THROUGH OUR SEARCHABLE DATABASE ONLINE WE RECEIVED 9,897 ONLINE SITE VISITS WITH 4,113 SEARCHES FOR RESOURCES. OUR TOP 3 REQUESTS FOR ASSISTANCE FELL INTO THESE THREE CATEGORIES; RENT PAYMENT ASSISTANCE 14,149, UTILITY PAYMENT ASSISTANCE 8,626, AND FOOD PANTRIES 7,047. ALSO ESTABLISHED A DATA DASHBOARD THROUGH 211 COUNTS TO SHOW THE MINIMUM NEEDS IN OUR 9 COUNTY AREA: MONTGOMERY, GREENE, PREBLE, CLARK, CHAMPAIGN, MADISON, MUSKINGUM, MORGAN, AND PERRY COUNTIES TO THEIR RESPECTIVE COMMUNITIES BY ZIP CODE, COUNTY.
Expenses $511,245 · Revenue $279,984
-
DURING FISCAL YEAR 2025, THE UNITED WAY OF THE GREATER DAYTON AREA, THROUGH THE CHILDREN'S DEFENSE FUND FREEDOM SCHOOLS PROGRAM, SERVED STUDENTS AT THREE SITES THROUGHOUT MONTGOMERY COUNTY, OHIO. DURING THE SUMMER BREAK FROM SCHOOL, THE FREEDOM SCHOOLS PROGRAM PROVIDES READING AND LEARNING ENRICHMENT AND PLAYS A MUCH NEEDED ROLE IN HELPING TO CURB SUMMER LEARNING LOSS AND CLOSE ACHIEVEMENT GAPS.
Expenses $213,025 · Revenue $190,904
-
PREBLE AND GREENE COUNTY PROGRAM SERVICES.
Expenses $161,355
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Thomas KelleyTHOMAS KELLEY
PRESIDENT/CEO/BOARD SEC
- Total calculated
- $170,425
- From this org
- $162,672
- From related orgs
- $0
- Other
- $7,753
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $162,672
- Bonus
- $0
- Other
- $0
- Deferred
- $6,507
- Nontaxable benefits
- $1,246
- Filer's total
- $170,425
-
Mary GarmanMARY GARMAN
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Jose RodriguezJOSE RODRIGUEZ
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Jane MarshallJANE MARSHALL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Brian MartinBRIAN MARTIN
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Geraldine PeguesGERALDINE PEGUES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Paul DorstenPAUL DORSTEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Michael GrossMICHAEL GROSS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Brent LewisBRENT LEWIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Tom RitchieTOM RITCHIE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Mark SmithMARK SMITH
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Kenya TaylorKENYA TAYLOR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Diane WalshDIANE WALSH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Kelly WolskiKELLY WOLSKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Deirdra YocumDEIRDRA YOCUM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Ali Carr-ChellmanALI CARR-CHELLMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Amber WashingtonAMBER WASHINGTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
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
-
GREENE COUNTY FAMILY & CHILDREN FIRST
$131,795
PROGRAM OPERATING COSTS
-
$113,500
PROGRAM OPERATING COSTS
-
$98,169
PROGRAM OPERATING COSTS
-
$80,000
PROGRAM OPERATING COSTS
-
PROGRAM OPERATING COSTS
-
BOYS & GIRLS CLUB OF DAYTON INC
$73,000
PROGRAM OPERATING COSTS
-
$65,000
PROGRAM OPERATING COSTS
-
$57,900
PROGRAM OPERATING COSTS
-
GRACE UNITED METHODIST
$47,838
PROGRAM OPERATING COSTS
-
$45,000
PROGRAM OPERATING COSTS
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 27 March 2026
- IRS schema version
- 2024v5.5
- Source object
- 202630979349300013
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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