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Nonprofiteer
← UNITED WAY OF GREATER TOLEDO

Form 990 for tax year 2024

Filed by UNITED WAY OF GREATER TOLEDO.

Totals

Total revenue
$7,529,751
Total expenses
$6,626,769
Contributions and grants received
$5,725,744
Grants paid
$2,700,544
Program service revenue
$0
Investment income
$1,804,007
Other revenue
$0
Total assets, end of year
$29,423,583
Total liabilities, end of year
$3,613,264
Net assets or fund balances, end of year
$25,810,319
Program services expenses (Part IX)
$5,132,073
Management and general expenses
$600,416
Fundraising expenses
$894,280
Program service expenses (Part III)
$5,132,073

Program services were 77.4% 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

    $44,874

  • 1e · Government grants (contributions)

    $474,018

  • 1f · All other contributions, gifts and grants

    $5,206,852

  • 3 · Investment income

    total $568,448 · excluded $568,448

  • 7a · Gross sales of assets other than inventory

    securities $6,095,517

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

    securities $4,859,958

  • 7c · Gain or loss

    securities $1,235,559

  • 7d · Net gain or loss

    total $1,235,559 · excluded $1,235,559

  • 8a · Fundraising events: gross income

    $123,548

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

    $44,874

  • 8b · Fundraising events: direct expenses

    $123,548

  • 8c · Net income from fundraising events

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,700,544 · program services $2,700,544

  • 5 · Compensation of officers, directors and key employees

    total $196,138 · program services $111,798 · management and general $43,151 · fundraising $41,189

  • 7 · Other salaries and wages

    total $1,317,068 · program services $598,918 · management and general $193,098 · fundraising $525,052

  • 8 · Pension plan contributions

    total $165,008 · program services $110,301 · management and general $19,568 · fundraising $35,139

  • 9 · Other employee benefits

    total $138,084 · program services $73,551 · management and general $21,638 · fundraising $42,895

  • 10 · Payroll taxes

    total $147,717 · program services $68,089 · management and general $25,375 · fundraising $54,253

  • 11f · Fees: investment management

    total $99,294 · program services $99,294

  • 11g · Fees: other

    total $55,928 · program services $11,192 · management and general $44,725 · fundraising $11

  • 13 · Office expenses

    total $238,357 · program services $135,471 · management and general $27,564 · fundraising $75,322

  • 16 · Occupancy

    total $136,390 · program services $79,496 · management and general $18,070 · fundraising $38,824

  • 17 · Travel

    total $7,231 · program services $2,967 · management and general $445 · fundraising $3,819

  • 19 · Conferences, conventions and meetings

    total $13,736 · program services $6,067 · management and general $1,600 · fundraising $6,069

  • 20 · Interest

    total $33,835 · program services $26,087 · management and general $3,045 · fundraising $4,703

  • 21 · Payments to affiliates

    total $60,911 · program services $46,962 · management and general $5,482 · fundraising $8,467

  • 22 · Depreciation, depletion and amortization

    total $14,803 · program services $11,413 · management and general $1,332 · fundraising $2,058

  • 23 · Insurance

    total $21,417 · program services $10,533 · management and general $3,514 · fundraising $7,370

  • 24a · Other expenses: CONTRACTED SERVICES

    total $1,055,651 · program services $831,663 · management and general $186,089 · fundraising $37,899

  • 24b · Other expenses: SPECIAL ASSISTANCE

    total $157,660 · program services $157,660

  • 24c · Other expenses: DUES/SUBSCRIPTIONS

    total $44,163 · program services $39,046 · management and general $1,370 · fundraising $3,747

  • 24d · Other expenses: PROFESSIONAL DEVELOPMEN

    total $15,489 · program services $7,561 · management and general $2,297 · fundraising $5,631

  • 24e · All other expenses

    total $7,345 · program services $3,460 · management and general $2,053 · fundraising $1,832

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $291,871 · end of year $237,931

  • 2 · Savings and temporary cash investments

    beginning of year $415,217 · end of year $535,718

  • 3 · Pledges and grants receivable

    beginning of year $1,986,611 · end of year $1,611,245

  • 9 · Prepaid expenses and deferred charges

    beginning of year $67,322 · end of year $67,248

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

    $174,123

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

    $134,595

  • 10c · Land, buildings and equipment, net

    beginning of year $54,332 · end of year $39,528

  • 11 · Investments: publicly traded securities

    beginning of year $22,872,491 · end of year $24,412,123

  • 15 · Other assets

    beginning of year $2,503,160 · end of year $2,519,790

  • 17 · Accounts payable and accrued expenses

    beginning of year $375,453 · end of year $451,552

  • 23 · Secured mortgages and notes payable

    beginning of year $400,000 · end of year $750,000

  • 25 · Other liabilities

    beginning of year $3,194,328 · end of year $2,411,712

  • 27 · Net assets without donor restrictions

    beginning of year $18,930,088 · end of year $20,298,075

  • 28 · Net assets with donor restrictions

    beginning of year $5,291,135 · end of year $5,512,244

Mission and programs · 2024

Mission

UNITED WAY OF GREATER TOLEDO UNITES THE CARING POWER OF PEOPLE TO IMPROVE LIVES.

  • UNITED WAY OF GREATER TOLEDO UNCOVERS ROOT-CAUSE ISSUES THAT KEEP COMMUNITY MEMBERS FROM REACHING KEY PROGRAMS THAT HELP THEM LIVE THE ROBUST LIFE THEY DESERVE. UNITED WAY HAS TRANSITIONED TO A COLLABORATIVE IMPACT MODEL WITH FOUR FOCUSES: EDUCATION, FINANCIAL STABILITY, HEALTH, AND SHELTER / HOUSING STABILITY. THE PURPOSE OF THIS MODEL IS TO CREATE A SHARED-COMMUNITY-VISION, WHICH WILL LEVERAGE FUNDING, RESOURCES AND EXPERTISE FROM BUSINESS, PHILANTHROPIC AND ACADEMIC PARTNERS. THIS IS ACCOMPLISHED VIA STAFF, VOLUNTEERS AND PARTNERS WORKING TO DISCOVER COMMUNITY CONDITIONS THAT NEED IMPROVEMENT, ACCOMPANIED WITH THE DESIGNING AND BUILDING OF LONGTERM SOLUTIONS. FOR DETAILS, PLEASE VISIT US AT WWW.UNITEDWAYTOLEDO.ORG.

    Expenses $2,790,011 · Grants $1,684,510

  • DONOR DESIGNATIONS: THROUGH THE CAMPAIGN PLEDGING PROCESS, DONORS ARE GIVEN THE OPPORTUNITY TO DIRECT ALL OR PART OF THEIR CONTRIBUTION TO ANOTHER QUALIFIED AGENCY. AS PLEDGES ARE COLLECTED THESE DESIGNATIONS ARE PAID QUARTERLY.

    Expenses $1,016,034 · Grants $1,016,034

  • UNITED WAY 2-1-1 IS A FREE, 24/7, 365-DAY HEALTH AND HUMAN SERVICES RESOURCE AVAILABLE TO ANYONE IN LUCAS, OTTAWA AND WOOD COUNTY. TO SPEAK WITH A LIVE COMMUNITY RESOURCE ADVISOR, SIMPLY DIAL TWO, ONE, ONE; TEXT YOUR ZIP CODE TO 898-211; INSTANT MESSAGE US ONLINE BY VISITING WWW.211NWO.ORG AND CLICK "CHAT."

    Expenses $854,655

  • DATA ANALYTICS, UNITED WAY VOLUNTEER CENTER, UNITED WAY PUBLIC POLICY/ADVOCACY, COMMUNITY IMPACT

    Expenses $471,373

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

Listed in Part VII

  • Asha Barnes

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Beth Deakins

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bob Casaletta

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Vince Dipofi

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Stu Goldberg Esq

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Mary Louise Bowe

    CHAIR OF THE BOARD

    Total calculated
    $0
    Hours/week
    1

  • Eric Heintschel

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Andrew Newby

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Frank Bloomquist

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Brian Byrd

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kelly Parker

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Tony Totty

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • William Wolff

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Eric Croak

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michael Ellis

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michael Gudgeon

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Ann Hartmann

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jaime Saldana

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Wendy Pestrue

    CEO

    Total calculated
    $190,760
    From this org
    $181,062
    From related orgs
    $0
    Other
    $9,698
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,009
    Bonus
    $10,053
    Other
    $0
    Deferred
    $9,698
    Nontaxable benefits
    $0
    Filer's total
    $190,760

  • Devon Overton

    CHIEF DATA OFFICER

    Total calculated
    $111,063
    From this org
    $104,589
    From related orgs
    $0
    Other
    $6,474
    Hours/week
    40

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

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 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

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.

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.

  • UPIC SOLUTIONS INC

    501(C)(3) · PROVIDES ADMINISTRATIVE SHARED SERVICES TO LOCAL UNITED WAYS. · KY

Provenance

Return type
form_990
Tax year
2024
Filed
23 January 2026
IRS schema version
2024v5.5
Source object
202600239349300025

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