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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2020
Open to Public
Inspection
Name of the organization
United Way of Greater Cincinnati
 
Employer identification number

31-0537502
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 Description United Way of Greater Cincinnati believes all families in our region deserve economic well-being, so we build 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. In 2020, United Way focused on four fundamental strategies: * Stabilizing and supporting our nonprofit system of care * Supporting families through direct relief efforts * Empowering families to get help where they live, work and worship * Innovate programs and systems to respond to a rapidly changing world Stabilizing and supporting our nonprofit system of care Among the accomplishments in this strategy: COVID-19 Regional Response Fund: At the start of the pandemic, UWGC quickly helped raise and grant more than $7.2 million dollars in responsive grants. This work included: * Mobilizing 13 funding partners, five media partners and 46 community supporters * Providing grants that supported more than 250 community nonprofits, faith-based organizations, and neighborhood groups * Moving more than 330 individuals and families from emergency shelters or congregating living into hotels/motels before transitioning to permanent housing * Opening five pandemic childcare centers for essential workers * Helping hospital systems across the region purchase critical equipment and supplies * Supporting nonprofits to provide more than 600,000 meals Flexible Program Funding: UWGC invested $20.6 million in grants to 136 organizations in support of more than 200 social services and programs. * Provided greater flexibility, allowing nonprofit partners to shift funding to meet the immediate needs of our community and access resources ahead of traditional payment schedules * Programs funded by United Way fulfilled more than 715,000 needs, a 47% increase from 2019 Advocating and Investing in System Change: United Way invested $279,000 in six policy partners to continue to advance systems change. * Along with United Way Worldwide, advocated in support of the CARES Act and Centers for Disease Control and Prevention's eviction moratorium * Supported the renewal of Preschool Promise in Cincinnati, continuing to ensure a strong early-education system of care for Cincinnati families Administration of CARES Funding to Nonprofits: UWGC advocated for CARES to support nonprofit agencies as they responded to community needs, and administered nearly $2 million of CARES grants to 43 organizations. * United Way, funded by Hamilton County government, created and administered nearly $1 million in grants to support services to 9,000 county youth * Administered nearly $900,000 in CARES grants across Hamilton, Clermont, Grant, Kenton, and Boone counties to support emergency shelter, food and financial assistance for rent, mortgage, and utility payments. Supporting families through direct relief efforts UWGC's work in this strategy: * Investing more than $1.7 million in direct relief and leveraging an additional $390,000 in resources through donations and volunteer time. * Distributing $160,000 in gift cards for food and other items to nearly 4,000 Hamilton County families facing financial challenges. * Partnering with Family Independence Initiative to distribute $225,000 in rental assistance to 300 families. * Distributing Nonprofit Relief Funds through United Way's Project Lift, providing nearly $250,000 to 350 households, supporting 965 individuals. * Preparing tax returns for 8,447 households through the support of more than 400 volunteers. In addition, United Way helped many families navigate community resources and services. United Way's 211 helpline served as a one-stop shop for relief, fielding more than 132,400 requests for services. Our Hamilton County Care Coordination effort reached out to quarantined households, supporting more than 5,000 Hamilton County residents and distributing 207 health kits and 328 food kits. Empowering families to get help where they live, work and worship The work in this strategy included: * Supporting 220 faith-based partners with grants ($152,000) and personal protection equipment ($500,000 worth.) * Supplying 400 educational and community partners with nearly 1 million masks and other personal protection equipment. * Providing $41,500 in grants to 19 early education providers and similar organizations located across Greater Cincinnati. * Partnering with community organizations to host mobile pantries in Ohio's Clermont and Brown counties, providing 2,400 households shelf stable food, fresh fruits and vegetables and critical household items.
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 $ 289,335 including grants of $)(Revenue $ 563,931) 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 4 Significant changes to organizational documents UWGC made the following significant changes to the Code of Regulations: * Reduced maximum number of Directors to 40. * Changed the quorum for the Board of Directors to one half. * Eliminated the ex officio Director positions other than for the current UWGC President/CEO. * Changed the required 3 Board committees to Executive/Compensation Committee, Governance Committee, and Finance and Audit Committee. * Eliminated sections on agency partners and on the Leadership Council for Nonprofits. These changes were approved by the Board of Directors in August 2020.
Form 990, Part VI, Line 11b Review of form 990 by governing body GOVERNING BODY AND MANAGEMENT The 2020 Form 990 was prepared by the finance staff and then reviewed by the Controller and Chief Financial Officer (CFO), the Finance Audit and Compliance Committee, and BKD, LLP, UWGC's audit firm. 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 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 Financial Officer (CFO) 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 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. In March, 2020 Moira Weir was hired as CEO of UWGC and her compensation was determined by the UWGC Executive Committee. Weir then identified her leadership team including naming Charles Wright as Chief Operating Officer with responsibility for, among other things, financial operations. Weir reviewed compensation for all members of her Leadership team with the Chair and Vice Chair of the Board.
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 Moira Weir'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 2020 or who left the board for various reasons during 2020 are as follows: 1. Ross Meyer 2. Alfonso Cornejo 3. Anne Lynch 4. Brian Coley 5. Brian Cox 6. Brian Robinson 7. Carl Satterwhite 8. David Faulk 9. David Gooch 10. David Phillips 11. Garren Colvin 12. Heidi Shore 13. Inga McGlothin 14. Jeff O'Neil 15. Kenneth Stecher 16. Kimberly Halbauer 17. Marcia Voorhis Andrew 18. Mark Clement 19. Mark Jahnke 20. Melvin Gravely 21. Michael Filomena 22. Neville Pinto 23. Paige Stephens 24. Peter McLinden 25. Rebecca Rahschulte 26. Renita Joes-Street 27. Tracey Grabowski 28. Trey Grayson 29. William Butler 30. Matthew Van Sant
Form 990, Part VIII, Line 2f Other Program Service Revenue Other Program Service Revenue - Total Revenue: 47003, Related or Exempt Function Revenue: 47003, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Other Revenue - Total Revenue: 13263, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 13263;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances Market Value Change in Beneficial Interest - 76414; Loss on sale of Fixed Assets - 61168;
Form 990, Header, Line C CEO/CFO Financial Statement Certification Moira Weir, President/CEO and Randy Bush, 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 December 31, 2020.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2020


Additional Data


Software ID: 20011424
Software Version: 2020v4.0