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) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 67,087,030 | 42,460,343 | 45,403,003 | 47,339,453 | 42,233,621 | 244,523,450 |
| 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 | 67,087,030 | 42,460,343 | 45,403,003 | 47,339,453 | 42,233,621 | 244,523,450 |
| 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) .. | 26,827,026 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 217,696,424 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 67,087,030 | 42,460,343 | 45,403,003 | 47,339,453 | 42,233,621 | 244,523,450 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 328,589 | 478,990 | 1,167,055 | 3,207,185 | 2,340,306 | 7,522,125 |
| 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.).. | 158,830 | 102,728 | 165,860 | 0 | 0 | 427,418 |
| 11 | Total support. Add lines 7 through 10 | 252,472,993 | |||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (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) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (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 on 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 0.015 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 0.035 | 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 | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2024 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2024 |
(iii) Distributable Amount for 2024 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2024 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2024: | ||||
| a From 2019....... | ||||
| b From 2020....... | ||||
| c From 2021....... | ||||
| d From 2022....... | ||||
| e From 2023....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2024 distributable amount | ||||
|
i
Carryover from 2019 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2024 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2024 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2024, 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 2024. 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 2025. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2020..... | ||||
| b Excess from 2021..... | ||||
| c Excess from 2022..... | ||||
| d Excess from 2023..... | ||||
| e Excess from 2024..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| Schedule A, Part II Public Support Short Year | The 2023 column includes the calendar year ending 12/31/2023 and the short-year period from 1/1/2024 to 6/30/2024 |
| Schedule A, Part II, Line 10 Other Income | DESCRIPTION - MISCELLANEOUS, COLUMN A - 158830.0, COLUMN B - 102728.0, COLUMN C - 165860.0, COLUMN D - , COLUMN E - 0.0, COLUMN F - 427418.0; |
| Software ID: | 24020961 |
| Software Version: | 2024v5.1 |
| Return Reference | Explanation |
|---|---|
| Form 990, Part III, Line 4a | Community Impact Solutions United Way of Greater Cincinnati believes all families in our region deserve economic well-being, so we build long-term solutions and align systems to help people thrive. We work closely with communities to identify patterns, uncover the greatest need and change systems so more people have economic stability. We unite individuals, companies and organizations to invest their time, financial resources and talents as part of our movement to bring economic well-being to all families throughout the region. In 2025, United Way focused on creating impact through three key strategies: * We take action. We develop and deploy high-impact solutions to address community-identified needs. We collaborate to achieve shared objectives and create community-owned solutions. * We advocate. We amplify community voice and experience. We develop and advance research, data, tools and recommendations to educate stakeholders, and to drive action. * We invest. We support individuals and families in crisis. And, we fund partners to advance innovative solutions and address systemic challenges to prevent future needs. WE TAKE ACTION Among the accomplishments produced by this strategy in 2024 include: * Assisted more than 700 families in building a stronger financial foundation through United Way's Project LIFT, a public/private partnership that helps families remove barriers to securing sustainable income and achieving financial stability. The program expanded to serve Northern Kentucky and Clermont County. * Helped many families navigate community resources and services. United Way's 211 Helpline responded to more than 51,000 requests, connecting people to resources related to basic needs, housing, utility bills and more. * Completed more than 8,400 tax returns for low-to-moderate-income families through United Way's Free Tax Prep Initiative. Powered by more than 400 volunteers, Free Tax Prep saved taxpayers more than $2.3 million in tax prep fees and helped them obtain nearly $9.7 million in refunds. * Worked with more than 980 Cincinnati and Northern Kentucky families enrolled in United Way's Stable Families program; 24% were able to maintain stable housing for 12 months; 15% increased their income. * Supported more than 700 people, many of them kinship care families, through the Adopt-A-Family effort during the 2025 holidays. WE ADVOCATE * United Way accomplishments produced by this strategy in 2024 include: Partnered with Groundwork Ohio and The Prichard Committee to advance early childhood education in Ohio and Kentucky, including securing $154 million in public investment in child care and preschool in Ohio. * Supported the efforts of the Youth Advisory Board, a United Way partner, to support HB 164 Foster-to-College scholarship bill by submitting written and video testimony. * Announced a new partnership with Broadband Ohio to serve as the backbone agency for the Southwest Ohio Regional Digital Inclusion Alliance and conducted a regional planning process to identify community assets and barriers to close the digital divide. * Engaged the community through United Way's Volunteer Connection. Before the 2024-2025 school year began, collected 3,500 backpacks filled with supplies and distributed them to local students. WE INVEST The accomplishments produced by this strategy in 2024 include: * United Way invested $37.2 million in 2024 to build a thriving community. * The above total included $32.6 million in new solutions and prevention support that encourage economic well-being, and $4.6 million in critical services that address immediate needs. * More than 330,000 people were served in our region. * More than 600 community partners helped families daily. * United Way also administered $5.1 million in public funds to support strategic community initiatives. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | Form 990 was prepared and reviewed by Barnes Dennig, UWGC's audit firm. The Director of Finance and Accounting and the Chief Financial Officer (CFO), the Finance Audit and Compliance Committee also reviewed prior to filing. The Form 990 was provided to the Board for their review prior to filling the Form 990 through a secure portal. Questions or comments from board members regarding the Form 990 were directed to the CFO. |
| Form 990, Part VI, Line 12c Conflict of interest policy | Board, Cabinets and some committees and UWGC staff are requested to annually file with the Chief Executive Officer (CEO) who functions as the Ethics Officer, a disclosure of all known potential conflicts of interest. The CEO 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 15b Process to establish compensation of other employees | UWGC uses the following process for determining the compensation of officers, key employees and the highest compensated employees: 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 Committee formed from the Board which serves as Executive Compensation Committee. |
| Form 990, Part VI, Line 19 Required documents available to the public | UWGC's most recently audited financial statements and Form 990 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 XI, Line 9 Other changes in net assets or fund balances | Market Adjustment Beneficial Interest - 54351; Uncollectible Pledges - -1641040; Total - -1586689; |
| Form 990, Part XII, Line 2c | The finance committee is responsible for the oversight of the audit. This process has not changed in the current year. |
| Form 990, Header, Line C | Moira Weir, President/CEO and Teresa Huxel, Chief Financial 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 June 30, 2025. |
| Form 990, Part I, Line 6 | UWGC volunteers include board members, committee members, employee campaign coordinators, direct service and event volunteers. |
| Part IV, Line 28C | 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. |
| Software ID: | 24020961 |
| Software Version: | 2024v5.1 |