Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 07-01-2010 and ending 06-30-2011
BCheck if applicable:
CName of organization
UNITED WAY OF GREATER TOLEDO
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
424 JACKSON ST
 
Room/suite
City or town, state or country, and ZIP + 4
TOLEDO, OH43604
D Employer identification number

34-4427947
E Telephone number

G Gross receipts $ 18,502,874
F Name and address of principal officer:
WILLIAM J KITSON III
424 JACKSON ST
TOLEDO,OH43604
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.UNITEDWAYTOLEDO.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1918
M State of legal domicile: OH
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TO CHANGE LIVES BY MOBILIZING THE CARING POWER OF COMMUNITY.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 23
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 23
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 181
6 Total number of volunteers (estimate if necessary) .... 6 8,323
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 0
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 14,312,847 12,710,659
9 Program service revenue (Part VIII, line 2g) ......... 436,089 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... -273,846 356,074
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -15,820 55,351
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 14,459,270 13,122,084
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 10,675,663 7,863,699
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 3,821,730 4,179,775
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,522,758    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 2,020,954 2,220,934
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 16,518,347 14,264,408
19 Revenue less expenses. Subtract line 18 from line 12...... -2,059,077 -1,142,324
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 34,044,221 35,202,324
21 Total liabilities (Part X, line 26)............ 16,407,509 12,841,888
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 17,636,712 22,360,436
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: TO CHANGE LIVES BY MOBILIZING THE CARING POWER OF COMMUNITY.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 7,137,072 including grants of $ 5,834,648 ) (Revenue $ 0 )
UNITED WAY OF GREATER TOLEDO (UWGT) IS MOBILIZING THE COMMUNITY AROUND EDUCATION, INCOME, AND HEALTH. THERE IS A SENSE OF URGENCY IN OUR COMMUNITY AROUND THE NEED TO IMPROVE EDUCATION, SO UNITED WAY'S CHALLENGE IS TO TRANSFORM THAT SENSE OF URGENCY AND CONCERN INTO ACTION WHILE ALSO WRAPPING INCOME AND HEALTH SUPPORTS AROUND THE ISSUE. WHILE UWGT DOES NEED FINANCIAL RESOURCES TO INVEST IN OUR TRADITIONAL PARTNER PROGRAMS, THERE IS NOT ENOUGH MONEY TO SOLVE ALL THE PROBLEMS. SO WE ALSO ASK THE COMMUNITY FOR VOLUNTEER TIME AND VOICE. GIVING, ADVOCATING, AND VOLUNTEERING IS WHAT IT MEANS TO LIVE UNITED. IN TERMS OF GUIDING COMMUNITY INVESTMENTS, UNITED WAY OF GREATER TOLEDO ENGAGED VOLUNTEERS, COMMUNITY PARTNERS, AND KEY STAKEHOLDERS IN CREATING A DYNAMIC AND INTERACTIVE PLAN, THE UNITED WAY AGENDA FOR CHANGE, TO ACHIEVE MEASURABLE COMMUNITY CHANGE IN PRIORITY AREAS OF EDUCATION, INCOME, HEALTH, ESSENTIAL SERVICES AND OUTREACH. THE PLAN INCLUDES FOUR TYPES OF STRATEGIES NECESSARY TO OUR SUCCESS: SYSTEMIC CHANGE, ADVOCACY, VOLUNTEERISM AND PROGRAM INVESTMENT. UWGT PROGRAM INVESTMENT DECISIONS ARE MADE ANNUALLY WITH A FOCUS ON SERVICES TARGETED TO INDIVIDUALS AND FAMILIES IN LUCAS, WOOD, AND OTTAWA COUNTIES WITH HOUSEHOLD INCOMES OF LESS THAN 300 PERCENT OF THE FEDERAL POVERTY LEVEL OR TO PEOPLE WITH SPECIAL NEEDS WHERE SERVICES ARE NOT TYPICALLY AVAILABLE.EDUCATION:THE RATE OF DEVELOPMENT FROM CONCEPTION TO KINDERGARTEN IS FASTER THAN DURING ANY OTHER PERIOD OF THE LIFESPAN. DURING THIS SHORT PERIOD, CHILDREN DEVELOP THE CAPACITY TO COMMUNICATE, THINK, EXPRESS AND UNDERSTAND EMOTIONS, MAKE FRIENDS, REGULATE THEIR BEHAVIOR, AND DISTINGUISH BETWEEN RIGHT AND WRONG. A CHILD'S EARLIEST EXPERIENCES MATTER BECAUSE THE FIRST YEARS OF LIFE FORM THE FOUNDATION FOR THE REST OF THE CHILD'S LIFE.ENSURING THAT CHILDREN HAVE THE SKILLS AND EXPERIENCES NEEDED TO BE PREPARED FOR SUCCESS IN KINDERGARTEN IS A MAJOR INDICATOR OF THEIR FUTURE EDUCATIONAL SUCCESS. THAT'S WHY UNITED WAY OF GREATER TOLEDO DIRECTS RESOURCES TOWARD EARLY LEARNING FOR CHILDREN AGES 0-5. AS A RESULT OF OUR PARTNERED EFFORTS WITH LOCAL ORGANIZATIONS TO MOBILIZE SYSTEMS AND RESOURCES TO SUPPORT THE SUCCESS OF YOUNG CHILDREN, SPECIFIC NEIGHBORHOODS IN OUR COMMUNITY HAVE SEEN AN INCREASE IN LITERACY LEVELS OF INCOMING KINDERGARTEN STUDENTS. ALSO, 80 PERCENT OF CHILDREN AGES 3-5 WHO HAD PARENTS PARTICIPATING IN PARENT EDUCATION GROUPS OR IN HOME-BASED INTERACTIVE SESSIONS MET DEVELOPMENTAL MILESTONES NECESSARY TO BE READY TO ENTER KINDERGARTEN.FURTHERMORE, IN TODAY'S COMPETITIVE GLOBAL ECONOMY, EFFECTIVE EDUCATION IS MORE IMPORTANT THAN EVER BEFORE. THE NUMBER ONE PREDICTOR OF YOUTH SUCCESS IN LIFE IS GRADUATING FROM HIGH SCHOOL. ACCORDING TO THE AMERICA'S PROMISE ALLIANCE, MORE THAN 25 PERCENT OF U.S. STUDENTS DO NOT FINISH HIGH SCHOOL. THE FIGURE IS NEARLY TWICE THAT FOR AFRICAN-AMERICAN AND LATINO STUDENTS. IN ADDITION, 60 PERCENT OF 10-TO-21 YEAR OLDS NATIONALLY SAY THEIR SCHOOLS SHOULD GIVE THEM MORE PREPARATION FOR THE REAL WORLD. TO BUILD THE CAPACITY NECESSARY TO ADVANCE OUR EDUCATION WORK, WE HAVE PARTNERED WITH NATIONAL ORGANIZATIONS SUCH AS THE AMERICA'S PROMISE ALLIANCE AND THE CHILDREN'S AID SOCIETY. THROUGH THESE PARTNERSHIPS WE UNDERSTAND THAT ALONG WITH A QUALITY EDUCATION, CHILDREN NEED OTHER SUPPORTS IN ORDER TO BE SUCCESSFUL IN SCHOOL, WORK, AND LIFE - CARING ADULTS, SAFE PLACES, AND OPPORTUNITIES TO SERVE OTHERS. FROM AFTERSCHOOL ENRICHMENT AND TUTORING PROGRAMS, TO ALTERNATE SCHOOL SUSPENSION AND MENTORING PROGRAMS, WE KNOW THAT MORE YOUNG PEOPLE HAVE OPPORTUNITIES AND ENVIRONMENTS NEEDED TO LIVE SUCCESSFUL AND HEALTHY LIVES. INCOME:THE COMMUNITY AND FAMILY ISSUES THAT STEM FROM ECONOMIC AND FINANCIAL PRESSURES ARE BECOMING INCREASINGLY COMPLEX AND MORE DIFFICULT TO ADDRESS. WAGES HAVE NOT KEPT PACE WITH THE RISING COST OF HOUSING, HEALTH CARE AND EDUCATION, AND SKILL LEVELS HAVE NOT STAYED IN ALIGNMENT WITH CHANGING INDUSTRY NEEDS. UNITED WAY OF GREATER TOLEDO WORKS TO STRENGTHEN COMMUNITIES BY IDENTIFYING AND TACKLING THE UNDERLYING CAUSES OF THE FINANCIAL HARDSHIPS FACING TODAY'S FAMILIES. BY ALIGNING CROSS-SECTOR PARTNERS TO GIVE LOWER-INCOME INDIVIDUALS AND FAMILIES THE TOOLS AND SKILLS NECESSARY TO MAXIMIZE THEIR INCOME, BUILD SAVINGS, AND GAIN ASSETS, WE ARE HELPING THESE FAMILIES ACHIEVE FINANCIAL INDEPENDENCE.ACCORDING TO THE U.S. DEPARTMENT OF LABOR BUREAU AND STATISTICS, THE UNEMPLOYMENT RATES IN THE TOLEDO METROPOLITAN AREA HAVE GENERALLY REMAINED HIGHER THAN THOSE FOR THE STATE OF OHIO OR THE UNITED STATES. IN RESPONSE, UWGT IS MAKING SIGNIFICANT CHANGES IN THE AREA OF INCOME BY FOCUSING RESOURCES ON MAKING FAMILIES AND INDIVIDUALS FINANCIALLY STABLE. THIS YEAR, A FINANCIAL STABILITY COLLABORATIVE WAS FORMED IN AN EFFORT TO BRING TOGETHER FRAGMENTED COMMUNITY RESOURCES, REDUCE THE DUPLICATION OF SERVICES, AND CREATE ONE SOLID PROCESS FOR FINANCIAL EDUCATION. THIS COLLABORATIVE HAS TWO FREE OF CHARGE OPPORTUNITIES: FINANCIAL EDUCATION THROUGH A LEARNING ACADEMY AND CLIENT ADVOCACY. THIS FINANCIAL EDUCATION PROGRAM INCORPORATES THREE PHASES: (1) BUILDING A FOUNDATION FOR BASIC BUDGETING; (2) OVERCOMING FINANCIAL SETBACKS BY MANAGING CURRENT RESOURCES; (3) PLANNING FOR THE FUTURE BY INVESTING FOR TOMORROW THROUGH HIGHER EDUCATION OR A NEW CAREER. PROFESSIONALS FROM BANKS, NONPROFITS, BUSINESSES, AND PUBLIC UTILITIES ARE JUST A FEW OF THE PEOPLE WHO LEAD THE DISCUSSIONS AND OPPORTUNITIES. THROUGH CLIENT ADVOCACY, PARTICIPANTS ARE ASSIGNED TO AN ADVOCATE WHO GUIDES THEM THROUGH IDENTIFYING THEIR NEEDS; ENCOURAGING THEM TO SET AND ACHIEVE GOALS; CONNECTING THEM TO APPROPRIATE EDUCATION, AND ESTABLISHING LINKAGES TO SOURCES OF SUPPORT RIGHT IN THEIR OWN COMMUNITIES.AN ESTIMATED 40,000 HOUSEHOLDS IN TOLEDO ARE "UNBANKED" OR "UNDERBANKED" AND SPEND AN AVERAGE OF $829 PER YEAR PER FAMILY IN FEES TO CASH PAYCHECKS. UWGT INVESTS IN A BANK ON PROGRAM TO INCREASE ACCESS FOR FOLKS WHO ARE "UNBANKED" OR "UNDERBANKED" TO MAINSTREAM FINANCIAL SERVICES AND EDUCATION FOR LOW TO MODERATE INCOME FAMILIES AND INDIVIDUALS. THE PROGRAM PAIRS FINANCIAL INSTITUTIONS, CITY/COUNTY OFFICIALS AND COMMUNITY GROUPS TO WORK WITH FAMILIES TO BUILD MONEY MANAGEMENT SKILLS AND WEALTH WHILE GROWING TOLEDO'S ECONOMY. RESULTS OF THIS WORK INCLUDE: 71 FAMILIES (91%) INCREASED THEIR RESOURCES THROUGH DEBT REDUCTION OR INCOME OR BENEFIT INCREASES. 39 FAMILIES (72%) STAYING AT A SHELTER UP TO 60 DAYS LEFT THE SHELTER FOR PERMANENT OR TRANSITIONAL HOUSING. 83 (74%) OF INDIVIDUALS ATTENDING FINANCIAL STABILITY CLASSES STATE THAT THEY HAVE USEFUL INFORMATION THAT THEY CAN USE IN THE NEXT 30 DAYS TO IMPROVE THEIR FINANCIAL SITUATION. HEALTH: WHILE UWGT BELIEVES EDUCATION IS ESSENTIAL TO FINDING A JOB WHICH PROVIDES INCOME TO SUPPORT A FAMILY, WE ALSO KNOW IF AN INDIVIDUAL DOES NOT HAVE HIS OR HER HEALTH, NOTHING ELSE MATTERS.THOUSANDS OF CHILDREN UNDER AGE SIX ARE VULNERABLE TO POOR SOCIAL AND EMOTIONAL OUTCOMES. MORE THAN 200,000 ARE VICTIMS OF CHILD ABUSE OR NEGLECT, AND THEIR EXPOSURE TO VIOLENCE HAS A DIRECT IMPACT ON BRAIN DEVELOPMENT, WITH SOCIAL AND EMOTIONAL CONSEQUENCES.UWGT USES BEST PRACTICES TO SUPPORT A CONTINUUM OF SERVICES, BEGINNING WITH PROMOTION OF SOCIAL AND EMOTIONAL WELLNESS AND PREVENTION OF SOCIAL AND EMOTIONAL HEALTH PROBLEMS, EXTENDING THROUGH EARLY INTERVENTION AND TREATMENT. UWGT INVESTS IN SCHOOL-WIDE, CLIMATE-CHANGE INITIATIVES TO BOOST ACADEMIC ACHIEVEMENT, REMOVE BARRIERS TO LEARNING, AND INCREASE RECRUITMENT AND RETENTION. SCHOOLS RECEIVE INTENSIVE PROFESSIONAL DEVELOPMENT, COACHING, AND CONSULTATION THROUGHOUT THE SCHOOL YEAR ON STRATEGIES AND STRUCTURES FOR CREATING CARING LEARNING CONNECTIONS BETWEEN STUDENTS, TEACHERS, PARENTS, AND THEIR ENTIRE SCHOOL COMMUNITY. IN ADDITION, TEACHERS PREVENT RISKY BEHAVIORS BY TEACHING AND PRACTICING SOCIAL AND EMOTIONAL SKILLS. THROUGH THESE TYPES OF INVESTMENTS THE COMMUNITY HAS SEEN RESULTS SUCH AS 74 PERCENT OF CENTRAL CITY KIDS IN GRADES 1-12 IMPROVING AT LEAST ONE GRADE LEVEL IN MATH AND/OR READING.ADDITIONALLY, UWGT HAS MADE SUBSTANTIAL INVESTMENTS TO ADDRESS THE SERIOUSLY INADEQUATE CAPACITY FOR ADDRESSING CHILDREN'S HEALTH NEEDS. UWGT HAS INVESTED IN IMPROVING ACCESS TO HEALTH AND FITNESS SERVICES AND IN EDUCATION TO PREVENT CHILD ABUSE. AS A RESULT, 374 (75%) OF CHILDREN ATTENDING FREE OR LOW-COST SWIM LESSONS IMPROVED THEIR SKILLS AND KNOWLEDGE. 6,421 CHILDREN AND TEENS RECEIVED FREE OR LOW-COST DENTAL CARE. 47 (100%) SERIOUSLY ILL CHILDREN KEPT AT LEAST 90% OF THEIR PHYSICIAN, SUB-SPECIALTY, AND OTHER SERVICE APPOINTMENTS AFTER DISCHARGE FROM THE HOSPITAL. 8,710 CHILDREN AGES 3 TO 9 RECEIVED PERSONAL SAFETY EDUCATION TO PREVENT OR REDUCE THE TRAUMA RELATED TO CHILD ABUSE. IN EDUCATION, INCOME, AND HEALTH, UWGT ALSO USES ADVOCACY EFFORTS AND VOLUNTEER MANPOWER TO HELP FURTHER ADVANCE THE COMMON GOOD IN OUR COMMUNITY.
4b (Code:   ) (Expenses $ 2,481,981 including grants of $ 2,029,051 ) (Revenue $ 0 )
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.
4c (Code:   ) (Expenses $ 609,437 including grants of $ 0 ) (Revenue $ 0 )
UNITED WAY 2-1-1 IS A FREE, CONFIDENTIAL AND ANONYMOUS, NON-EMERGENCY INFORMATION AND REFERRAL SERVICE THAT CONNECTS LUCAS, WOOD, OTTAWA, ERIE, AND HANCOCK COUNTY RESIDENTS TO THE HEALTH AND HUMAN SERVICES THEY NEED. THE SERVICE IS AVAILABLE 24 HOURS A DAY, SEVEN DAYS A WEEK AS WELL AS DURING DISASTERS.UNITED WAY 2-1-1 PROVIDES CALLERS AND WEB VISITORS WITH DETAILED INFORMATION ON COMMUNITY RESOURCES FOR HELP AND ASSISTANCE IN A RANGE OF AREAS INCLUDING: JOB TRAINING OPPORTUNITIES, FINANCIAL OR LEGAL COUNSELING, SECTION 8/HOUSING/SHELTER, FORECLOSURE INFORMATION, HEALTH SERVICES, FOOD ASSISTANCE, SUBSTANCE ABUSE, EDUCATION AND TRAINING, CHILD OR ELDERLY CARE, AND HOLIDAY ASSISTANCE.
(Code:   ) (Expenses $ 1,942,166 including grants of $ 0 ) (Revenue $ 0 )
UNITED WAY AMERICORPS, EITC, UNITED WAY VOLUNTEER CENTER, CENTER FOR NONPROFIT RESOURCES, UNITED WAY FAMILY INFORMATION NETWORK
4d Other program services. (Describe in Schedule O.)
(Expenses $ 1,942,166 including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 12,170,656
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part IClick to see attachment.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....
20b
 
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................
23
 
No
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II........................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III............... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I........................... Click to see attachment
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
 
No
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
17
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
181
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
23
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
23
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
Yes
 
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
Yes
 
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
Yes
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
OH
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
KATHLEEN A DOTY
424 JACKSON ST
TOLEDO,OH43604
(419) 248-2424
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) JIM WALROD
TRUSTEE
 1.00 X           0 0 0
(2) CAROL CAMPBELL
TRUSTEE
 1.00 X           0 0 0
(3) KATTIE BOND
TRUSTEE
 1.00 X           0 0 0
(4) LAWRENCE M FRIEDMAN
TRUSTEE
 1.00 X           0 0 0
(5) DR ROBERT C HELMER
TRUSTEE
 1.00 X           0 0 0
(6) LINDA EWING
TRUSTEE
 1.00 X           0 0 0
(7) CYNTHIA M DANA
TRUSTEE
 1.00 X           0 0 0
(8) SARA JANE DEHOFF
TRUSTEE
 1.00 X           0 0 0
(9) DUANE W HAAS
TRUSTEE
 1.00 X           0 0 0
(10) THOMAS J MANAHAN
TRUSTEE
 1.00 X           0 0 0
(11) MARY M FOOTE
TRUSTEE
 1.00 X           0 0 0
(12) ARTURO POLIZZI
TRUSTEE
 1.00 X           0 0 0
(13) STEPHEN P MALIA
TRUSTEE
 1.00 X           0 0 0
(14) BRIAN BROWN
TRUSTEE
 1.00 X           0 0 0
(15) JANI MILLER
CHAIR OF THE BOARD
 1.00 X           0 0 0
(16) JILL KEGLER
TRUSTEE
 1.00 X           0 0 0
(17) H TERRENCE SMITH
TRUSTEE
 1.00 X           0 0 0
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) JEREMY GUTIERREZ
TRUSTEE
 1.00 X           0 0 0
(19) BALDEMAR VELASQUEZ
TRUSTEE
 1.00 X           0 0 0
(20) THOMAS L WAGGONER
VICE CHAIR OF BOARD
 1.00 X           0 0 0
(21) RAYMOND WOOD
TRUSTEE
 1.00 X           0 0 0
(22) JOHN LEWIS
TRUSTEE
 1.00 X           0 0 0
(23) JON B MICK
AUDIT/FINANCE CHAIR
 1.00 X           0 0 0
(24) WILLIAM J KITSON III
PRESIDENT & SECRETARY
 40.00     X       140,226 0 6,646
(25) KATHLEEN DOTY
COO
 40.00     X       97,227 0 4,861
(26) JANE MOORE
EXECUTIVE VICE PRESIDENT
 40.00     X       99,425 0 4,971








1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 336,878 0 16,478
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet1
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
 
No
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet0
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a 205,147
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 11,481,240
e Government grants (contributions)1e 759,666
f All other contributions, gifts, grants, and
similar amounts not included above1f 		264,606
g Noncash contributions included in lines 1a-1f:$ 99,925
h Total. Add lines 1a-1f.......MediumBullet 12,710,659
Program Service Revenue Business Code
2a
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet  
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 397,821     397,821
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet        
(i) Real (ii) Personal
6a Gross Rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 5,307,659  
b Less: cost or other basis and sales expenses 5,349,406  
c Gain or (loss) -41,747  
d Net gain or (loss)..........MediumBullet -41,747     -41,747
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a 69,482
b Less: direct expenses ...b 31,384
c Net income or (loss) from fundraising events..MediumBullet 38,098   38,098
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a MISCELLANEOUS 900,099 17,253     17,253
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 17,253
12 Total revenue. See Instructions....MediumBullet 13,122,084 0 0 411,425
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 7,863,699 7,863,699
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 363,896 222,004 118,218 23,674
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 2,949,962 1,997,712 157,091 795,159
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 270,112 198,474 14,406 57,232
9 Other employee benefits ....... 286,785 190,594 25,374 70,817
10 Payroll taxes ........... 309,020 207,592 23,243 78,185
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ...........        
d Lobbying ...........        
e Professional fundraising. See Part IV, line 17..    
f Investment management fees ......        
g Other ..........        
12 Advertising and promotion .... 297,571 183,858 13,897 99,816
13 Office expenses .......        
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 25,697 19,273 2,056 4,368
17 Travel ............ 48,558 31,144 2,818 14,596
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 156,999 125,485 7,884 23,630
20 Interest ........... 109,475 68,129 14,007 27,339
21 Payments to affiliates ....... 142,726 95,755 13,145 33,826
22 Depreciation, depletion, and amortization ..... 310,176 232,632 24,814 52,730
23 Insurance ..............        
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a PROFESSIONAL SERVICES 568,971 363,520 83,731 121,720
b MISCELLANEOUS 140,520 108,839 9,556 22,125
c TELEPHONE 100,123 80,984 4,418 14,721
d SUPPLIES 97,295 63,961 2,948 30,386
e UTILITIES 60,310 45,233 4,824 10,253
f All other expenses 162,513 71,768 48,564 42,181
25 Total functional expenses. Add lines 1 through 24f 14,264,408 12,170,656 570,994 1,522,758
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation 		       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 1,020 1 1,020
2 Savings and temporary cash investments ....... 2,007,337 2 1,456,287
3 Pledges and grants receivable, net ......... 5,931,714 3 6,501,318
4 Accounts receivable, net .........   4  
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net ............. 15,140 7 3,747
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges ............ 90,131 9 94,537
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 8,275,716
b Less: accumulated depreciation. ..... 10b 860,687 7,185,648 10c 7,415,029
11 Investments—publicly traded securities .......... 17,483,536 11 18,095,548
12 Investments—other securities. See Part IV, line 11 ...... 93,502 12 131,028
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 1,236,193 15 1,503,810
16 Total assets. Add lines 1 through 15 (must equal line 34)... 34,044,221 16 35,202,324
Liabilities 17 Accounts payable and accrued expenses . 454,510 17 411,114
18 Grants payable ..........   18  
19 Deferred revenue .......... 22,163 19 35,298
20 Tax-exempt bond liabilities ..........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties .. 5,818,873 23 4,757,661
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 10,111,963 25 7,637,815
26 Total liabilities. Add lines 17 through 25..... 16,407,509 26 12,841,888
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 13,143,120 27 16,681,172
28 Temporarily restricted net assets ..... 2,371,816 28 3,289,871
29 Permanently restricted net assets ..... 2,121,776 29 2,389,393
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 17,636,712 33 22,360,436
34 Total liabilities and net assets/fund balances ..... 34,044,221 34 35,202,324
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
13,122,084
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
14,264,408
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
-1,142,324
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
17,636,712
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
5,866,048
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
22,360,436
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
Yes
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
UNITED WAY OF GREATER TOLEDO
 
Employer identification number

34-4427947
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 12,199,186 14,163,906 13,097,449 14,312,847 12,710,659 66,484,047
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3.. 12,199,186 14,163,906 13,097,449 14,312,847 12,710,659 66,484,047
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.           66,484,047
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4.. 12,199,186 14,163,906 13,097,449 14,312,847 12,710,659 66,484,047
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 1,179,022 1,463,038 693,281 411,964 397,821 4,145,126
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets.. 103,454 97,669 22,129 79,272 17,253 319,777
11 Total support (Add lines 7 through 10).           70,948,950
12
12
1,269,788
13
Section C. Computation of Public Support Percentage
14
14
93.710 %
15
15
92.620 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
UNITED WAY OF GREATER TOLEDO
 
Employer identification number

34-4427947
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
UNITED WAY OF GREATER TOLEDO
  		Employer identification number

34-4427947
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
UNITED WAY OF GREATER TOLEDO
  		Employer identification number

34-4427947
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
UNITED WAY OF GREATER TOLEDO
  		Employer identification number

34-4427947
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
UNITED WAY OF GREATER TOLEDO
 
Employer identification number

34-4427947
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 917,724 864,501 1,002,837
b Contributions ........      
c Investment earnings or losses ... 131,481 53,223 -138,336
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........ 		     
f Administrative expenses ....      
g End of year balance ...... 1,049,205 917,724 864,501
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet0 %
b
Permanent endowment: SchDMd Bullet100.000 %
c
Term endowment: SchDMd Bullet0 %
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
Yes
 
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   378,229 378,229
b Buildings ................   7,127,923 652,105 6,475,818
c Leasehold improvements ............        
d Equipment ................   769,564 208,582 560,982
e Other .................        
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 7,415,029
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes  
PROGRAM ALLOCATIONS PAYABLE 6,029,246
DESIGNATIONS PAYABLE 1,517,659
RETIREMENT CUSTODIAL FUND 90,910






Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 7,637,815
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 13,122,084
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 14,264,408
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 -1,142,324
4 Net unrealized gains (losses) on investments .......................... 4 4,173,304
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7 1,692,744
8 Other (Describe in Part XIV) ................................. 8  
9 Total adjustments (net). Add lines 4 - 8 ............................. 9 5,866,048
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 4,723,724
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 15,266,337
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 4,173,304
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d ..................... 2e 4,173,304
3 Subtract line 2e from line 1..................... 3 11,093,033
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV): ........... 4b 2,029,051
c Add lines 4a and 4b....................... 4c 2,029,051
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5 13,122,084
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 12,235,357
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d...................... 2e 0
3 Subtract line 2e from line 1..................... 3 12,235,357
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV): ............ 4b 2,029,051
c Add lines 4a and 4b....................... 4c 2,029,051
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5 14,264,408
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THESE ENDOWMENT ACCOUNTS WERE ESTABLISHED TO PROPERLY ACCOUNT FOR DONOR RESTRICTED GIFTS. THE CORPUS OF THE GIFT IS HELD IN PERPETUITY AND AUTHORIZED PROCEEDS ARE USED FOR DONOR SPECIFIED/DESIGNATED PURPOSES, SUCH AS DECREASED HOMELESSNESS, SERVICES BENEFITING CHILDREN, AND OTHER PROGRAMS IDENTIFIED BY OUR VOLUNTEERS THROUGH ANNUAL GRANT DECISIONS.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS ALSO EXEMPT FROM STATE AND LOCAL INCOME TAXES UNDER THE LAWS OF THE STATE OF OHIO FOR NONPROFIT ORGANIZATIONS. ACCORDINGLY, NO PROVISION FOR FEDERAL, STATE, OR LOCAL INCOME TAXES HAS BEEN RECORDED. THE ORGANIZATION HAS EVALUATED UNCERTAIN INCOME TAX POSITIONS AND BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS OF SIGNIFICANCE THAT ARE REQUIRED TO BE RECORDED OR DISCLOSED.
PART XII, LINE 4B - OTHER ADJUSTMENTS:   DONOR DESIGNATIONS 2,029,051.
PART XIII, LINE 4B - OTHER ADJUSTMENTS:   DONOR DESIGNATIONS 2,029,051.
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE G
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,
or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
UNITED WAY OF GREATER TOLEDO
 
Employer identification number

34-4427947
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

GEM BEACH
(event type) 		(b) Event #2

GOLF OUTING
(event type) 		(c) Other Events

  
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 47,932 21,550   69,482
2 Less: Charitable
contributions . . . 		       
3 Gross income (line 1
minus line 2) . . . 		47,932 21,550   69,482
VerticalDirectExpenses 4 Cash prizes . . .        
5 Non-cash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages . . 23,669 7,715   31,384
8 Entertainment . . .        
9 Other direct expenses .        
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 31,384
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow 38,098
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ...........................
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
Schedule G (Form 990 or 990-EZ) 2010
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
UNITED WAY OF GREATER TOLEDO
 
Employer identification number
34-4427947
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) THE ABILITY CENTER OF GREATER TOLEDO
 
  		34-4428597   46,982       EDUCATIONAL ADVOCACY SERVICES
(2) ADELANTE INC
 
  		34-1826214   54,341       GANAS ASP/LEAMOS JUNTOS
(3) AURORA PROJECT INC
 
  		34-1517827   89,363       FINANCIAL STABILITY COLLABORATIVE
(4) BIG BROTHERS & BIG SISTERS NWO
 
  		34-1396251   125,623       ONE-TO-ONE MENTORING, POSITIVE CONNECTIONS
(5) BOYS & GIRLS CLUBS OF TOLEDO
 
  		34-4427933   532,110       BUILDING COMPETENCIES, LEADERSHIP DEVELOPMENT, RESIDENT CAMPING
(6) COCOON SHELTER
 
  		20-1011222   33,849       EMERGENCY SAFE HOUSING
(7) CATHOLIC CHARITIES DIOCESE OF TOLEDO
 
  		34-4428254   121,232       FAMILY EMERGENCY GUIDANCE, LA POSADA
(8) CATHOLIC CLUB
 
  		34-4428936   190,086       CC-PARENTED EDUCATION AND SUPPORT, CLUB RECREATION, CLUB CARE 0 TO 5
(9) CHILDREN'S RESOURCE CENTER
 
  		34-1191237   61,580       PARENTING EDUCATION, PRE-SCHOOL SEXUAL ABUSE PREVENTION
(10) WOOD COUNTY EDUCATIONAL SERVICE CENTER
 
  		34-6401606   75,790       OUT-OF-SCHOOL STARS
(11) DENTAL CENTER OF NWO
 
  		34-4441883   151,929       DENTAL CLINIC, DENTAL RESOURCE CENTER
(12) EAST TOLEDO FAMILY CENTER
 
  		34-4429426   193,110       FINANCIAL STABILITY COLLABORATIVE
(13) FAMILY & CHILD ABUSE PREVENTION CENTER
 
  		34-1375936   288,538       CHILDREN'S ADVOCACY CENTER, ABUSE PREVENTION
(14) FAMILY HOUSE
 
  		34-1556086   46,864       EMERGENCY SHELTER
(15) FAMILY SERVICE OF NWO
 
  		34-4428488   87,709       HOME CARE OPTIONS
(16) FREDERICK DOUGLASS COMMUNITY ASSOCIATION
 
  		34-4429189   84,566       YOUTH DEVELOPMENT
(17) FRIENDLY CENTER
 
  		34-4428217   47,726       FINANCIAL STABILITY COLLABORATIVE
(18) GIRL SCOUTS OF WESTERN OHIO
 
  		31-0679091   115,032       EVERY GIRL, EVERYWHERE
(19) GREATER TOLEDO URBAN LEAGUE
 
  		34-1803841   27,011       FINANCIAL LITERACY
(20) HARBOR INC
 
  		34-4434924   212,749       SUPPORTING EARLY EMOTIONAL DEVELOPMENT, EARLY CHILDHOOD PARTNERSHIP
(21) KIDNEY FOUNDATION NWO
 
  		34-1133682   20,065       OPERATING SUPPORT
(22) LEARNING CLUB OF TOLEDO
 
  		34-1721196   65,253       LEARNING CLUB PROGRAM
(23) LEGAL AID OF WESTERN OHIO
 
  		34-1485732   114,141       LEGAL ASSISTANCE
(24) LUTHERAN SOCIAL SERVICES OF NWO
 
  		34-4428225   170,267       FINANCIAL STABILITY COLLABORATIVE
(25) MOBILE MEALS OF TOLEDO
 
  		34-1019610   62,803       HOME DELIVERED MEALS COLLABORATIVE
(26) NEIGHBORHOOD HEALTH ASSN
 
  		23-7272741   103,997       SOCIAL SERVICES
(27) OAK HOUSE INC
 
  		31-1501768   43,737       CLUBHOUSE
(28) OTTAWA COUNTY HEALTH CASA
 
  		26-1457631   20,694       CASA PROGRAM
(29) OTTAWA COUNTY TRANSITIONAL HOUSING
 
  		34-1744958   143,843       FAMILY DEVELOPMENT, OCTHI-SUTTON CENTER COLLABORATION
(30) SALVATION ARMY OF NWO
 
  		13-5562351   214,977       BASIC NEEDS - SA PROGRAM
(31) SIGHT CENTER OF NWO
 
  		34-4428258   44,671       VISION REHAB & ANCILLARY SERVICES
(32) ST PAUL'S COMMUNITY CENTER
 
  		34-1252554   170,313       THE SHELTER
(33) TOLEDO DAY NURSERY
 
  		34-4465880   285,959       CHILD DEVELOPMENT-LICENSED/KINDER/SUMMER CARE
(34) WOOD COUNTY HEALTH DEPT
 
  		34-6401607   78,111       ADULT PRIMARY CARE, HELP ME GROW/PARENTS AND TEACHERS, PERSONAL CARE
(35) YMCAJCC OF GREATER TOLEDO
 
  		34-4428262   218,455       LUCAS COUNTY FUN BUS, WOOD COUNTY FUN BUS, YM-KIDCENTRIC, YM-KIDS IN MOTION/FAMILIES IN MOTION
(36) YWCA OF NORTHWEST OHIO
 
  		34-4428265   299,424       HEALTHY CONNECTIONS-HEARTPLUS-ADULT, YW CHILDCARE CONNECTIONS-PARENT, BATTERED WOMEN'S SHELTER, H.O.P.E. CENTER
(37) WGTE-TV 30 PUBLIC MEDIA
 
  		34-6554586   9,795       FIRST BOOK
(38) MOM'S HOUSE
 
  		34-1710362   36,654       MOM'S HOUSE CHILDCARE
(39) POLLY FOX ACADEMY
 
  		90-0080784   50,901       BUILDING ROADS TO THE FUTURE
(40) TOLEDO BOTANICAL GARDENS
 
  		34-1350559   39,589       TOLEDO GROWS
(41) OTTAWA COUNTY FAMILY & CHILDREN FIRST COUNCIL
 
  		34-6401025   46,874       FAMILY PRESERVATION PROGRAM
(42) BENTON CARROLL SALEM LOCAL SCHOOL DISTRICT
 
  		34-1015664   9,295       ACORN ALLEY
(43) TOLEDOLUCAS COUNTY CARENET
 
  		43-1986672   76,300       CONNECTING TO HEALTHCARE
(44) DONOR DESIGNATIONS TO AGENCIES
 
  		  731,840       VARIOUS AGENCIES
(45) NORTHWEST OHIO DEVELOPMENT AGENCY
 
  		34-1909045   33,782       IDA
(46) ALZHEIMER'S ASSOCIATION NORTHWEST OHIO
 
  		34-1423768   15,251       OPERATING SUPPORT
(47) AMERICAN CANCER SOCIETY
 
  		34-0726080   31,498       OPERATING SUPPORT
(48) AMERICAN HEART ASSOCIATION
 
  		13-5613797   11,037       OPERATING SUPPORT
(49) AMERICAN RED CROSS
 
  		53-0196605   754,116       FAMILY EMERGENCY RESPONSE SERVICES
(50) AUTISM SOCIETY OF NORTHWEST OHIO
 
  		23-7148438   19,667       OPERATING SUPPORT
(51) BOY SCOUTS OF AMERICA ERIE SHORES
 
  		34-4427945   147,595       SCOUTREACH - GRADES 1-5
(52) CHERRY STREET MISSION
 
  		34-1133369   13,108       OPERATING SUPPORT
(53) COMPASS (A DIVISION OF CCRS)
 
  		34-1872838   5,722       OPERATING SUPPORT
(54) DIABETES YOUTH SERVICES
 
  		34-1967194   5,810       OPERATING SUPPORT
(55) HOSPICE OF NORTHWEST OHIO
 
  		34-1283188   132,102       OPERATING SUPPORT
(56) JEWISH FAMILY SERVICES
 
  		34-4428257   6,900       OPERATING SUPPORT
(57) JUNIOR ACHIEVEMENT NWO INC
 
  		34-4430363   21,099       OPERATING SUPPORT
(58) LENAWEE UNITED WAY
 
  		38-1598949   8,399       OPERATING SUPPORT
(59) MERCY COLLEGE OF NORTHWEST OHIO
 
  		14-1963204   7,182       OPERATING SUPPORT
(60) PATIENT ADVOCACY FUND
 
  		34-1908586   33,885       CCV-ACCESS TO PREVENTATIVE CARE
(61) PROVIDENCE CENTER
 
  		34-1829100   80,445       PROGRAM SUPPORT
(62) READ FOR LITERACY INC
 
  		34-1516490   55,825       OPERATING SUPPORT
(63) ST LUKE'S HOSPITAL FOUNDATION INC
 
  		34-1292849   5,988       OPERATING SUPPORT
(64) ST VINCENT MERCY MEDICAL CENTER
 
  		34-4428250   80,000       OPERATING SUPPORT
(65) SUNSHINE INC OF NORTHWEST OHIO
 
  		34-4441627   14,978       OPERATING SUPPORT
(66)  
 
  		          OPERATING SUPPORT
(67) THE EPILEPSY CENTER OF NW OHIO
 
  		34-1768270   7,568       OPERATING SUPPORT
(68) UNITED WAY OF COASTAL GEORGIA
 
  		58-0671327   5,000       OPERATING SUPPORT
(69) UNITED WAY OF FULTON COUNTY
 
  		31-1574103   29,647       OPERATING SUPPORT
(70) UNITED WAY OF HANCOCK COUNTY
 
  		34-6408694   32,223       OPERATING SUPPORT
(71) UNITED WAY OF HENRY COUNTY
 
  		34-1359317   13,012       OPERATING SUPPORT
(72) UNITED WAY OF MONROE COUNTY INC
 
  		38-1437937   40,966       OPERATING SUPPORT
(73) UNIVERSITY OF TOLEDO MEDICAL COLLEGE
 
  		34-6555110   25,000       REACH OUT AND READ
(74) THE VICTORY CENTER
 
  		34-1767997   8,535       OPERATING SUPPORT
(75) AIDS RESOURCE CENTER
 
  		31-1256541   40,582       PROTECTING OUR YOUTH, EARLY INTERVENTION
(76) ARC OF WOOD COUNTY
 
  		23-7122401   5,715       OPERATING SUPPORT
(77) CITY OF TOLEDO FIRE & RESCUE OPERATIONS
 
  		34-6401447   10,000       OPERATING SUPPORT
(78) HEARTBEAT OF TOLEDO
 
  		23-7404777   7,818       OPERATING SUPPORT
(79) HENDERSON COUNTY FAMILY YMCA
 
  		56-0671364   7,500       OPERATING SUPPORT
(80) JUVENILE DIABETES RESEARCH FOUNDATION
 
  		23-1907729   6,576       OPERATING SUPPORT
(81) MAKE-A-WISH FOUNDATION OF NORTHWESTERN
 
  		34-1471131   11,833       OPERATING SUPPORT
(82) NATIONAL MULTIPLE SCLEROSIS SOCIETY
 
  		34-0478839   6,938       OPERATING SUPPORT
(83) NORTHWEST OHIO FELLOWSHIP OF CHRISTIAN
 
  		44-0610626   7,800       OPERATING SUPPORT
(84) OTTAWA HILLS PREVENTION ADVISORY
 
  		20-1913103   6,470       OPERATING SUPPORT
(85) PROMEDICA HEALTH SYSTEM FOUNDATION
 
  		34-4427949   25,000       HEALTHY GREENS INITIATIVE
(86) SALVATION ARMY OF HENDERSON COUNTY
 
  		34-0714378   5,000       OPERATING SUPPORT
(87) ST CHARLES MERCY HOSPITAL FOUNDATION
 
  		34-1414900   6,711       OPERATING SUPPORT
(88) TOLEDO-LUCAS COUNTY HEALTH DEPARTMENT
 
  		34-6400806   103,000       MOBILE VISION SERVICES FOR CHILDREN
(89) TOLEDO-LUCAS COUNTY HOMELESSNESS BOARD
 
  		72-1604255   10,057       OPERATING SUPPORT
(90) UNITED NORTH
 
  		20-8567856   55,000       FINANCIAL OPPORTUNITY CENTER
(91) UNITED SERVICE ORGANIZATION OF METROPOLITAN WASHINGTON
 
  		53-0204665   6,000       OPERATING SUPPORT
(92) UNITED WAY OF ERIE COUNTY INC
 
  		34-4443835   5,041       OPERATING SUPPORT
(93) UNITED WAY OF SANDUSKY COUNTY INC
 
  		34-4479790   22,074       OPERATING SUPPORT
(94) ALBION-HOMER UNITED WAY
 
  		38-1841180   5,894       OPERATING SUPPORT
(95) ALSAC - ST JUDE CHILDREN'S HOSPITAL
 
  		35-1044585   7,564       OPERATING SUPPORT
(96) ASSISTANCE DOGS OF AMERICA INC
 
  		31-1186904   9,670       OPERATING SUPPORT
(97) BEACH HOUSE FAMILY SHELTER INC
 
  		34-4428659   6,117       OPERATING SUPPORT
(98) BOWLING GREEN TEEN CENTRAL
 
  		34-1713357   10,142       OPERATING SUPPORT
(99) HEART OF FLORIDA UNITED WAY
 
  		59-0808854   9,654       OPERATING SUPPORT
(100) JACKSON COUNTY UNITED WAY - INDIANA
 
  		35-1068832   5,242       OPERATING SUPPORT
(101) MARTIN LUTHER KING KITCHEN FOR THE POOR
 
  		34-1053690   6,574       OPERATING SUPPORT
(102) MAUMEE VALLEY SAVE-A-PET
 
  		34-1272147   5,811       OPERATING SUPPORT
(103) METRO UNITED WAY
 
  		61-0444680   7,926       OPERATING SUPPORT
(104) SUSAN G KOMEN FOR THE CURE NORTHWEST OHIO AFFILIATE
 
  		75-2845063   9,245       OPERATING SUPPORT
(105) TIFFIN-SENECA UNITED WAY
 
  		34-6401399   6,989       OPERATING SUPPORT
(106) TOLEDO SEAGATE FOOD BANK
 
  		51-0252948   7,831       OPERATING SUPPORT
(107) UNITED WAY FOR SOUTHEASTERN MICHIGAN
 
  		20-3099071   12,953       OPERATING SUPPORT
(108) UNITED WAY OF CASS COUNTY INC
 
  		35-0868950   51,455       OPERATING SUPPORT
(109) UNITED WAY OF CENTRAL OHIO
 
  		31-4393712   37,139       OPERATING SUPPORT
(110) UNITED WAY OF CHAMPAIGN COUNTY
 
  		37-0662519   9,632       OPERATING SUPPORT
(111) UNITED WAY OF HENDERSON COUNTY (KY)
 
  		61-0444700   5,379       OPERATING SUPPORT
(112) WOOD COUNTY HUMANE SOCIETY
 
  		34-1119409   8,879       OPERATING SUPPORT
2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
 
3
Enter total number of other organizations ................................ . Bullet Image
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: UNITED WAY OF GREATER TOLEDO'S PROGRAM MONITORING PROCESS INCLUDES WRITTEN REPORTS OF PROGRAM OUTPUTS, PROGRAM EFFICACY MEASUREMENT REPORTS, DEMOGRAPHIC CHARACTERISTICS OF CLIENTS SERVED, AND FINANCIAL REPORTING ON PROGRAM REVENUE AND EXPENSES. ALL REPORTS ARE ENTERED BY AGENCIES THROUGH A WEB-BASED REPORTING SYSTEM. GROUPS OF COMMUNITY VOLUNTEERS REVIEW THE WRITTEN REPORTS, REGULARLY VISIT PROGRAMS IN ACTION AND VIEW PROGRAM DOCUMENTATION. THE INFORMATION OBTAINED IS USED TO EVALUATE HOW EACH PROGRAM IS FUNCTIONING ACCORDING TO THE PROGRAM PLAN SUBMITTED BY THE AGENCY. THE VOLUNTEER GROUPS MAY ELECT TO ADJUST, HOLD, OR END FUNDING TO A PROJECT BASED ON UNSATISFACTORY REPORTS OR SITE VISITS.
Schedule I (Form 990) 2010


Additional Data


Software ID:  
Software Version:  


Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
UNITED WAY OF GREATER TOLEDO
 
Employer identification number

34-4427947
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2010
Schedule L (Form 990 or 990-EZ) 2010
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) WILLIAM KITSON PRESIDENT/CEO/SEC OF UWGT SERVES ON THE BOARD OF UWGT & UPIC SOLUTIONS INC.       No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
UNITED WAY OF GREATER TOLEDO
 
Employer identification number

34-4427947
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .        
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( ADVERTISING ) X 1 99,925 FAIR MARKET VALUE PER DONEE
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell non-cash
contributions? ............................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2010
Schedule M (Form 990) 2010
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33. Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule M (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
UNITED WAY OF GREATER TOLEDO
 
Employer identification number

34-4427947
Identifier Return Reference Explanation
PROGRAM SERVICE STATEMENT FORM 990, PART III, LINE 4A ESSENTIAL SERVICES AND OUTREACH: UWGT UNDERSTANDS THAT UNLESS A PERSON HAS A PLACE TO SLEEP AT NIGHT AND FOOD ON THE TABLE, HE OR SHE WILL NOT BE ABLE TO FOCUS ON OBTAINING EDUCATION, FINANCIAL STABILITY OR HEALTH. THAT IS WHY WE CONTINUE TO SUPPORT A FOUNDATION OF BASIC NEEDS. TO HELP ENSURE PEOPLE KNOW HOW AND WHERE TO ACCESS RESOURCES, UNITED WAY IS COMMITTED TO PROVIDE OUTREACH TO THE COMMUNITY. UWGT'S OUTREACH EFFORTS ARE CARRIED THROUGH OUR FOUR INTERNAL PROGRAMS: UNITED WAY 2-1-1, UNITED WAY VOLUNTEER CENTER, UNITED WAY FAMILY INFORMATION NETWORK, AND UNITED WAY LABOR/COMMUNITY SERVICES ADOPT-A-FAMILY, AS WELL AS MULTIPLE ADDITIONAL PROGRAMS AND INITIATIVES SUPPORTED BY GRANTS (I.E. AMERICORPS, HOMELESSNESS PREVENTION AND RAPID RE-HOUSING PROGRAM, AND THE CENTER FOR NONPROFIT RESOURCES).
FORM 990, PART VI, SECTION A, LINE 6   MEMBERS ARE DEFINED AS ANY INDIVIDUAL DONATING TO THE UNITED WAY OF GREATER TOLEDO.
FORM 990, PART VI, SECTION A, LINE 7A   MEMBERS VOTE ON THE SLATE OF TRUSTEES PRESENTED AT OUR ANNUAL MEETING.
FORM 990, PART VI, SECTION B, LINE 11   THE 990 IS COMPLETED BY THE INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY UNITED WAY OF GREATER TOLEDO MANAGEMENT. THE BOARD TREASURER AND MEMBERS OF THE FINANCE/AUDIT COMMITTEE REVIEW AND ACCEPT THE RETURN. UPON ACCEPTANCE, THE FINAL DRAFT IS SENT VIA E-MAIL TO THE ENTIRE BOARD OF TRUSTEES FOR THEIR REVIEW ONE WEEK PRIOR TO THE FILING DUE DATE.
  FORM 990, PART VI, SECTION B, LINE 12C DISCLOSURE REQUIREMENTS ARE INCLUDED WITHIN THE CONFLICT OF INTEREST POLICY WHICH IS DISTRIBUTED ANNUALLY TO THE BOARD AND STAFF. WE ACQUIRE SIGNED ACKNOWLEDGEMENT OF POLICY AND MONITOR TO 100% PARTICIPATION.
  FORM 990, PART VI, SECTION B, LINE 15 PROGRAM PHILOSOPHY AND OBJECTIVES UNITED WAY OF GREATER TOLEDO'S ("UWGT" OR "THE ORGANIZATION") PRIMARY OBJECTIVE IS TO PROVIDE A REASONABLE AND COMPETITIVE EXECUTIVE TOTAL COMPENSATION OPPORTUNITY CONSISTENT WITH MARKET-BASED COMPENSATION PRACTICES FOR INDIVIDUALS POSSESSING THE EXPERIENCE AND SKILLS NEEDED TO ADVANCE THE MISSION AND IMPROVE THE OVERALL PERFORMANCE OF THE ORGANIZATION. UWGT'S EXECUTIVE COMPENSATION PROGRAM IS DESIGNED TO: -ENCOURAGE THE ATTRACTION AND RETENTION OF HIGH CALIBER EXECUTIVES. -PROVIDE A COMPETITIVE TOTAL COMPENSATION PACKAGE, INCLUDING BENEFITS. -STRONGLY SUPPORT AND FURTHER TRANSITION TO A "PAY FOR PERFORMANCE" CULTURE THROUGH THE USE OF INCENTIVES FOR KEY EMPLOYEES. -REINFORCE THE GOALS FOR THE ORGANIZATION BY SUPPORTING TEAMWORK AND COLLABORATION. -ENSURE PAY IS PERCEIVED TO BE FAIR AND EQUITABLE. -BE FLEXIBLE TO REWARD INDIVIDUAL ACCOMPLISHMENTS AS WELL AS ORGANIZATIONAL SUCCESS. -ENSURE THE PROGRAM IS EASY TO EXPLAIN, UNDERSTAND AND ADMINISTER. -BALANCE THE NEED TO BE COMPETITIVE WITH THE LIMITS OF AVAILABLE FINANCIAL RESOURCES. -ENSURE THE PROGRAM COMPLIES WITH STATE AND FEDERAL LEGISLATION. EXECUTIVE COMPENSATION PROGRAM PROGRAM ELEMENTS ELEMENTS OF THE EXECUTIVE COMPENSATION PROGRAM INCLUDE: BASE SALARY, SHORT TERM INCENTIVES, LONG TERM INCENTIVES, PERQUISITES, BENEFITS, EXECUTIVE SUPPLEMENTAL BENEFITS, SUPPLEMENTAL RETIREMENT PLANS, BONUSES, DEFINED BENEFITS, DEFINED CONTRIBUTION, AND ANY AND ALL BENEFITS USED AS COMPENSATION OR INCENTIVES FOR THE EXECUTIVES. PROGRAM MARKET POSITION UNITED WAY OF GREATER TOLEDO COMPARES ITSELF TO OTHER UNITED WAYS AND NON-PROFIT ORGANIZATIONS OF COMPARABLE SIZE AND SCOPE OF IMPACT WHILE UNITED WAY OF GREATER TOLEDO FOCUSES ON OTHER UNITED WAYS AND NONPROFITS TO BENCHMARK PAY, WE ALSO UNDERSTAND THE MARKET FOR EXECUTIVE TALENT MAY BE BROADER THAN THE GROUP OF CHARITIES. MARKET INFORMATION FROM ADDITIONAL MARKET SEGMENTS AND PUBLISHED NOT-FOR-PROFIT COMPENSATION SURVEYS, MAY BE USED AS A SUPPLEMENT. IN ADDITION, UNITED WAY OF GREATER TOLEDO MAY ALSO COLLECT OTHER PUBLISHED SURVEY DATA, WHEN APPROPRIATE, FOR FOR-PROFIT ORGANIZATIONS FOR SPECIFIC FUNCTIONAL COMPETENCIES SUCH AS FINANCE AND HUMAN RESOURCES. TOGETHER THESE MARKET SEGMENTS ARE USED TO FORM A "MARKET COMPOSITE" TO ASSESS THE COMPETITIVENESS OF COMPENSATION. IN GENERAL, UNITED WAY OF GREATER TOLEDO POSITIONS TOTAL COMPENSATION, INCLUDING BENEFITS, AT THE MEDIAN OF THE MARKET. PROGRAMS ARE DESIGNED TO BE FLEXIBLE SO COMPENSATION CAN BE ABOVE OR BELOW THE MEDIAN BASED ON EXPERIENCE, PERFORMANCE AND BUSINESS NEEDS TO ATTRACT AND RETAIN SPECIFIC TALENT. INCENTIVE PLAN COMPENSATION TO REINFORCE A PAY-FOR-PERFORMANCE CULTURE, INCENTIVE COMPENSATION MAY BE OFFERED. AWARDS UNDER THE PLAN WILL BE BASED ON SUCCESSFUL ACHIEVEMENT OF PREDETERMINED GOALS AND OBJECTIVES WHICH ALIGN WITH THE MISSION AND VALUES OF UWGT. GOVERNANCE AND PROCEDURES UNITED WAY OF GREATER TOLEDO'S EXECUTIVE COMPENSATION PROGRAM IS ADMINISTERED BY THE EXECUTIVE COMPENSATION COMMITTEE. THE EXECUTIVE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ESTABLISHING AND MAINTAINING A COMPETITIVE COMPENSATION PROGRAM FOR THE KEY EXECUTIVES OF THE ORGANIZATION. THE COMMITTEE MEETS TO REVIEW THE COMPENSATION PROGRAM AND MAKE RECOMMENDATIONS FOR ANY CHANGES TO THE BOARD OF TRUSTEES, AS APPROPRIATE. THE EXECUTIVE COMPENSATION COMMITTEE COMPLETES AN ANNUAL COMPENSATION REVIEW TO EVALUATE THE ORGANIZATION'S EXECUTIVE COMPENSATION AGAINST THE COMPETITIVE MARKET. THE COMMITTEE MAY, AT ITS DISCRETION, COMMISSION AN ANNUAL REVIEW BY AN INDEPENDENT CONSULTING FIRM. THE COMPENSATION REVIEW IS CONDUCTED IN THE FALL/WINTER OF EACH YEAR AND IS INTENDED TO ENSURE THE COMPENSATION PROGRAM FALLS WITHIN A REASONABLE RANGE OF COMPETITIVE PRACTICES FOR COMPARABLE POSITIONS AMONG SIMILARLY SITUATED ORGANIZATIONS. FOLLOWING THIS COMPENSATION REVIEW, THE COMMITTEE REVIEWS AND APPROVES, FOR SELECTED KEY EXECUTIVES, BASE SALARIES AND ANNUAL INCENTIVE OPPORTUNITY ADJUSTMENTS, AND OBJECTIVES AND GOALS FOR THE UPCOMING YEAR'S ANNUAL INCENTIVE PLAN. THE COMMITTEE REVIEWS AND RECOMMENDS TO THE BOARD, FOR THEIR APPROVAL, SALARY AND INCENTIVE AWARDS FOR THE CEO.
  FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST AND THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE.
CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 4,173,304. PRIOR PERIOD ADJUSTMENTS: 1,692,744. TOTAL TO FORM 990, PART XI, LINE 5: 5,866,048.
  FORM 990, PART XII, LINE 2C THE PROCESS USED HAS NOT CHANGED.
  EXPLANATION FOR AMENDED RETURN EFFECTIVE JULY 1, 2011, THE ORGANIZATION CORRECTED ITS ACCOUNTING FOR DONOR PLEDGES DESIGNATED TO INTERNAL PROGRAMS AND THE ACCOUNTING FOR THE NET EXPENSE RECOGNITION RELATED TO THESE INTERNAL PROGRAM INITIATIVES. UNDER GAAP, THE EFFECT OF THIS CORRECTION FOR YEARS PRIOR TO 2012 IS RECORDED AS A PRIOR PERIOD ADJUSTMENT. ACCORDINGLY, THE NET ASSETS AT JUNE 30, 2011 AND THE CHANGE IN NET ASSETS FOR THE YEAR ENDED JUNE 30, 2011 HAVE BEEN RESTATED TO CORRECT THIS ERROR IN THE PRIOR ACCOUNTING FOR THESE PROGRAMS. THE EFFECT OF THE RESTATEMENT FOR THE YEAR ENDED JUNE 30, 2011 IS TO INCREASE THE CHANGE IN NET ASSETS BY $1,034,307 AND IS REFLECTED IN THIS AMENDED RETURN. THE EFFECT OF THE RESTATEMENT AT JUNE 30, 2010 WAS AN INCREASE TO NET ASSETS OF $1,692,744 AND IT IS SHOWN AS A PRIOR PERIOD ADJUSTMENT. THE ACCOUNTING CHANGES MENTIONED ABOVE HAVE AFFECTED THE FOLLOWING PARTS OF THE MAIN FORM 990: PART I SUMMARY, PART II BREAKOUT OF PROGRAM SERVICE DOLLAR AMOUNTS, PART VIII LINE 1 AND LINE 11, PART IX LINES 1 AND 24, PART X LINES 15, 27, AND 28, AND PART XI RECONCILIATION OF NET ASSETS. THE CHANGES HAVE ALSO AFFECTED SOME OF THE SCHEDULES, INCLUDING: SCHEDULE A (2010 COLUMN ONLY), SCHEDULE B, SCHEDULE D PARTS X, XI, XII, AND XIII, AND SCHEDULE I PART II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
UNITED WAY OF GREATER TOLEDO
 
Employer identification number

34-4427947
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity

















Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) UPIC SOLUTIONS INC

2146 CHAMBER CENTER DRIVE

FORT MITCHELL,KY41017
61-1386122 		PROVIDES ADMINISTRATIVE SHARED SERVICES TO LOCAL UNITED WAYS. KY 501(C)(3) 509(A)(3) N/A
 
No












For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership












Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) UPIC SOLUTIONS INC

 L 252,198 ACTUAL PAYMENTS MADE FOR SERVICES
(1)
(2)
(3)
(4)
(5)
(6)
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Are all
partners
section
501(c)(3)
organizations? 		(e)
Share of
end-of-year
assets 		(f)
Disproprtionate allocations? 		(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(h)
General or
managing
partner?
Yes No Yes No Yes No






























Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


Software ID:  
Software Version: