Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 61,677,581 | 60,045,401 | 59,500,934 | 47,629,605 | 44,996,223 | 273,849,744 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | 0 | |||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 0 | |||||
| 4 | Total. Add lines 1 through 3 | 61,677,581 | 60,045,401 | 59,500,934 | 47,629,605 | 44,996,223 | 273,849,744 |
| 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).. | 14,412,305 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 259,437,439 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 61,677,581 | 60,045,401 | 59,500,934 | 47,629,605 | 44,996,223 | 273,849,744 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 1,029,078 | 772,319 | 358,448 | 358,390 | 347,557 | 2,865,792 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 148,345 | 15,672,549 | 172,847 | 190,023 | 100,101 | 16,283,865 |
| 11 | Total support. Add lines 7 through 10 | 292,999,401 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (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.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (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 VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2019 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| Schedule A, Part II, Line 10 Other Income | DESCRIPTION - MISCELLANEOUS, COLUMN A - 148345.0, COLUMN B - 156501.0, COLUMN C - 172847.0, COLUMN D - 190023.0, COLUMN E - 100101.0, COLUMN F - 767817.0; DESCRIPTION - GAIN ON FORGIVENESS OF DEBT, COLUMN A - , COLUMN B - 12117200.0, COLUMN C - 0.0, COLUMN D - , COLUMN E - , COLUMN F - 12117200.0; DESCRIPTION - GAIN ON NEW MARKET TAX CREDITS, COLUMN A - , COLUMN B - 3398848.0, COLUMN C - 0.0, COLUMN D - , COLUMN E - , COLUMN F - 3398848.0; |
| Software ID: | 19010655 |
| Software Version: | 2019v5.0 |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| Form 990, Part I, Line 6 Total Number of Volunteers | UWGC volunteers include board members, committee members, campaign ambassadors, employee campaign coordinators, direct service and event volunteers. |
| Form 990, Part III, Line 4a PROGRAM SERVICE DESCRIPTION | Community Solutions United Way of Greater Cincinnati is uniquely positioned to convene and harness the collective power of diverse social service agencies, governments, businesses, donors and more to tackle ingrained, persistent, community-wide problems in a coordinated, comprehensive way that maximizes donor dollars. United Way of Greater Cincinnati focuses on four impact areas to build community success: Quality Educational Experiences: Establishing a Pathway to Success for Greater Cincinnati Families From readying children for kindergarten, to ensuring high school graduation, to post-secondary job training for adults, United Way of Greater Cincinnati is dedicated to quality education experiences that set children and adults on the path to success. In some parts of the region, nearly 40% of children entering kindergarten do not have the basic skills they need. This can directly impact their ability to catch up and read at grade level by third grade. Some national studies show children not reading at grade level by third grade are up to 74% more likely to drop out of high school, which makes them more likely to be unemployed or live in poverty. They're also likely to earn less in their lifetimes than peers with a high school degree. The failure to prepare children for kindergarten can have life-long consequences. United Way of Greater Cincinnati supports quality educational experiences with long-term impact. In 2019, with the support of partners like you, United Way of Greater Cincinnati: * Supported 361 children in Me and My School, a Success by 6 program, and helped them prepare for kindergarten * Engaged 440 school and community partners through Success by 6 across 10 priority communities * Led and supported four state policy modifications or enactments in support of quality child care services and expanded access for families * Helped 1,958 children enrolled in quality early education programs with kindergarten preparation * Supported 18,858 school-aged children and youth achieve grade promotion * Ensured that 5,814 youth graduated high school Basic Needs: Supporting Greater Cincinnati Families in Times of Financial Crisis Across Greater Cincinnati, more than 175,000 children grow up in poverty. Too many families struggle obtaining basic essentials, such as safe and affordable housing, healthy food and transportation. To these families, every day is a financial crisis. When families struggle with the basics, they're unable to set goals for the future. Children struggle in school, parents struggle with jobs, families struggle with improving their status - everyone is preoccupied with just getting through the day. United Way of Greater Cincinnati connects our region's families with resources necessary to weather their financial storm and provide basics for their families. These efforts focus on stabilizing families to help build the foundation to allow them to then pursue long-term school, work and health goals. In 2019, with the support of partners like you, United Way of Greater Cincinnati: * Fielded more than 136,000 requests for services, such as housing, food, and rent assistance, from individuals across our communitythrough United Way 2-1-1 24/7 resource & referral hotline * Ensured 285 families avoided homelessness and disruptive school moves through United Way's Stable Families program in Cincinnati & Northern Kentucky * Funded programs that addressed the basic needs of our community by providing: > more than 120,000 resources to families and individuals, including emergency financial assistance, household goods, and a 3-day supply of food > a continuum of housing supports that helped 9,412 individuals and families obtain and maintain stable housing for 12 months Financial Stability: Helping Greater Cincinnati Families Build for Better Financial Futures More than 60% of children growing up in poverty in the Greater Cincinnati region have at least one working parent. For working families living in poverty, sporadic jobs and work hours lead to income volatility. At the same time, families in poverty often have limited access to financial programs to help build work skills and increase wages. This creates a cycle of barely getting by, as opposed to building toward a better financial future. United Way of Greater Cincinnati supports solutions that help our region's families access well-paying jobs, critical work supports (such as child care and health insurance) and financial services to successfully manage financial needs and build economic security. In 2019, with the support of partners like you, United Way of Greater Cincinnati: * Provided free tax preparation and helped file nearly 10,400 federal and tax income tax returns for low to moderate income individuals, saving taxpayers more than $2,800,000 in tax preparation fees and helping individuals and families access more than $15 million dollars in refunds * Advocated for the enactment of the VITA Permanence Act to make sure that the IRS volunteer income taxassistance program continues to be funded in the federal budget and support free tax preparation services for low- to moderate-income householdsand supported improved access to the Ohio Earned Income Tax Credit for families across Ohio. * Helped 785 individuals earn a job-relevant license/ certificate or obtain a post-secondary degree * Aided 1,144 individuals in obtaining full-time employment with benefits * Supported 2,989 households that increased their household income Physical and Mental Health: Ensuring Greater Cincinnati Families are Healthy and Strong In a recent study, only 48% of adults in Greater Cincinnati reported feeling in excellent or very good health. When a family member has health issues, it causes stress and financial strain, making it difficult for families to focus on long-term goals. Financial strain, in turn, leads to more mental and physical health problems. The problems perpetuate each other. United Way of Greater Cincinnati supports solutions that help our region's families access physical and mental health services. In 2019, with the support of partners like you, United Way of Greater Cincinnati: * Ensured 10,166 people had access to mental health care, 13,21 people had a usual place to go for health care, and 4,324 accessed dental care * Helped 27,894 improve their health behaviors through the support of a range of health and wellness services and programs * Supported 3,772 in managing a chronic health condition or disability * Worked with 44,201 who reported their health as good or excellent In addition to its four impact areas, United Way supports a non-profit system of care for families, innovation and capacity building. In 2019, with your help, United Way of Greater Cincinnati: * hosted four networking events for nonprofit staff, seven learning events to share best practices and expertise and a mini learning series on system thinking. More than156 individuals participated in in-person events and a total of 385 people engaged with United Way's Family-Centered Innovation Network through our online platform. * facilitated three design sprints to apply human-centered design practices to helpnon-profit organizations explore challenges together, co-create and protype new solutions. * engaged 13 community members, referred to as Champions of Change, to co-design a process for United Way to invest in Black-Led and grassroots ideas in 2020 |
| Form 990, Part III, Line 4b Program Service Description | Donor Designations As part of the UWGC campaign, donors may designate all or a portion of their pledge to a UWGC initiative or impact area, a UWGC agency partner, or another United Way. Some donors are able to designate to any 501(c)(3) organization, based on their company's giving platform. Organizations receiving donor designated contributions through UWGC undergo screening prior to distribution of funding. Screening includes verification of compliance with the provisions of the Patriot Act and verification of current status as an IRS code section 501(c)(3) nonprofit organization. Designations received in the fall campaign are distributed the following year based upon amounts collected. |
| Form 990, Part III, Line 4c Direct Services | Direct Services are services provided by UWGC, such as United Way 211 and United Way Volunteer Connection. United Way 211 links people to services and volunteer opportunities. United Way 211 is available 24 hours a day, seven days a week to people in: Hamilton, Clermont, Brown, and Butler Counties and Middletown in Ohio; Boone, Kenton, Campbell, and Grant counties in Kentucky; and Dearborn, Jefferson, Ohio, Ripley, and Switzerland counties in Indiana. United Way Volunteer Connection strives to increase the effectiveness and participation of all segments of volunteer resources through recruitment, training, education, and recognition. |
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 315,839 including grants of $ 0)(Revenue $ 613,633) CENTRAL SERVICES Central Services include self-supporting programs which serve UWGC's operating divisions and other non-profit organizations. These fee-producing programs include group employee benefits administration, building and grounds management and accounting. |
| Form 990, Part IV, Line 28c CHECKLIST OF REQUIRED SCHEDULES | UWGC board members are representative of the community that UWGC serves. Therefore, several board members have relationships with other organizations with which UWGC does business. However, these relationships are appropriate as these types of transactions are done in the normal course of business. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | Scott Phillips and David Phillips - Family relationship |
| Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body | There was one committee meeting in which the committee acted on behalf of the governing body where only an agenda was available for support of what was discussed at the meeting. The only UWGC staff member present is no longer with the organizations and minutes couldn't be produced. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | GOVERNING BODY AND MANAGEMENT The 2019 Form 990 was prepared by the finance staff and then reviewed by the Controller, the accountability and service cabinet, and BKD, LLP, UWGC's audit firm. A hidden link to UWGC's website provided access to a draft of the Form 990 to the Board for their review prior to the Form 990 filing. Questions or comments from board members regarding the Form 990 were directed to the Controller. |
| Form 990, Part VI, Line 12c Conflict of interest policy | POLICIES UWGC staff and volunteers are required to acknowledge that they have received and read the UWGC Code of Ethics (Code) and its requirements and that they are responsible for adhering to the principles and standards of the Code. They confirm that they have conducted themselves in accord with the principles and standards of the Code. Members of the Board, Cabinets and some committees and UWGC staff are requested to annually file with the Chief Strategy Officer (CSO) a disclosure of all known potential conflicts of interest. The Ethics Officer reviews these disclosures, notes any potential conflicts, requests additional information and/or discusses the potential conflict with the individual, if necessary. If a conflict (or a potential conflict) arises in any matter before the Board, if they are Board members, or any Committee upon which they serve, staff/volunteers should disclose this and refrain from voting in connection with such matter. Such known conflicts would include board membership/officer position on UWGC funded agencies or other funded programs/collaborations. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | POLICIES UWGC used the following process for determining the compensation of officers, key employees and the highest compensated employees: In the fall of 2018, the President/CEO left the organization and the Executive Vice President/COO announced her resignation effective early 2019. UWGC staff were named by the board to serve these interim roles while a permanent search for the President/CEO took place. The UWGC code of regulations states the board is responsible for supervising all aspects of running the business, but can delegate certain decisions to the officers of the organization. The review of compensation changes at the President/CEO level are approved by the Executive Compensation Committee formed from the Board. The UWGC Board Chair asked the COO, CFO, and HR VP to propose a balanced budget which included current senior leadership team members to fill this interim role while a search process took place. The Board Chair reviewed the Code of Regulations with UWGC legal counsel to verify compliance. The Board Chair then received approval in December 2018 from the Executive Compensation Committee to approve the proposed salary adjustments of senior leadership team members to fill this role on an interim basis. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | SEE the Schedule O disclosure for Form 990, Part VI, Line 15A. |
| Form 990, Part VI, Line 19 Required documents available to the public | DISCLOSURE UWGC's most recently audited financial statements are available on its website at www.uwgc.org. UWGC makes its governing documents and conflict of interest policy available to the public upon request. |
| Form 990, Part VII, Section A, Line 1a STATEMENT OF COMPENSATION | Ross Meyer's average hours worked per week for UWGC Foundation was 1 hour. |
| Form 990, Part VII, Section A OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES | UWGC board members whose term expired in April 2019 or who left the board for various reasons during 2019 are as follows: 1. Gary Heiman 2. Gary Huffman 3. Tillie Hidalgo Lima 4. Candace McGraw 5. Jill Meyer 6. Carolyn Pione Micheli 7. Scott Phillips 8. R. Michael Prescott |
| Form 990, Part VIII, Line 2f Other Program Service Revenue | Other Program Service Revenue - Total Revenue: 82166, Related or Exempt Function Revenue: 82166, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Market Value Change in Beneficial Interest - 143880; |
| Form 990, Header, Line C CEO/CFO Financial Statement Certification | Moira Weir, President/CEO and Charles Wright, Chief Operating Officer, certify that they have reviewed the audited financial statements and financial information reported on the IRS Form 990 of United Way of Greater Cincinnati (UWGC). Based on their knowledge, the financial information contained in these documents do not contain any untrue statement of material fact or omit any material facts necessary which would make the statements misleading and, based on their knowledge, fairly present, in all material respects, the financial condition, results of operation and cash flows of UWGC as of, and for the year ended December 31, 2019. |
| Software ID: | 19010655 |
| Software Version: | 2019v5.0 |