2025-12-09T08:50:03-05:00 2025-06-30 MCCRATE DELAET & CO PO BOX 339 SIDNEY OH 453650339 990 2024-07-01 310619209 UNITED WAY OF MIAMI COUNTY OHIO UNIT 9373358410 116 W FRANKLIN ST TROY OH 45373 SEAN FORD CEO 9373358410 2025-12-05 true SCOTT J STEINEMAN P01795451 9374923161 2025-12-05 2024 2025-03-06 01:10:19Z SEAN FORD PO BOX 36 TROY OH 45373 899802 false X WWW.UNITEDWAYMCO.ORG X TO ASSESS, ON A CONTINUING BASIS, THE NEED FOR HUMAN SERVICES IN THE UNITED WAY OF MIAMI COUNTY, OHIO SERVICE AREA AND TO DEVELOP AS FULLY AS POSSIBLE THE FINANCIAL RESOURCES NEEDED TO MEET THE HUMAN RESOURCE NEEDS OF THE COMMUNITY. 14 14 3 0 1053249 688465 461 222 123184 146332 28836 1176894 863855 801204 882349 0 140024 104008 0 65203 119250 117666 1060478 1104023 116416 -240168 2485649 2245250 2722 2491 2482927 2242759 X TO ASSESS, ON A CONTINUING BASIS, THE NEED FOR HUMAN SERVICES IN THE UNITED WAY OF MIAMI COUNTY, OHIO SERVICE AREA AND TO DEVELOP AS FULLY AS POSSIBLE THE FINANCIAL RESOURCES NEEDED TO MEET THE HUMAN RESOURCE NEEDS OF THE COMMUNITY. false false 860598 811306 SEE SCHEDULE O 71043 71043 PROCESS AND FORWARD DONOR DESIGNATIONS TO OTHER UNITED WAY AGENCIES AND MISCELLANEOUS ORGANIZATIONS. PROCESS TO OTHER UNITED WAY AGENCIES AND MISCELLANEOUS ORGANIZATIONS. 931641 true true false false false false false false false true true false false true false false true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 0 0 false 3 true false false false false false false false false X 14 14 false false false false false false false true true true false true true true true true true false false false X X SEAN FORD 9373358410 PO BOX 36 TROY OH 45373 SEAN FORD CEO 40.00 X 88078 0 0 NICOLE ALBERS DIRECTOR X 0 0 0 MIKE BEAMISH IMMEDIATE PA X X 0 0 0 KEVIN COX VICE-CHAIRMA X X 0 0 0 ROBBIE DICKERSON DIRECTOR X 0 0 0 JUSTIN FLETCHER DIRECTOR X 0 0 0 BLAKE HEIM 2ND VICE CHA X X 0 0 0 SALOME HEKATE DIRECTOR X 0 0 0 JEFF JOHNSON TREASURER X X 0 0 0 MOLLY KARN DIRECTOR X 0 0 0 RYAN LIDDY DIRECTOR X 0 0 0 CATHY ODA DIRECTOR X 0 0 0 EARL RIEVES DIRECTOR X 0 0 0 MAURICE SADLER CHAIRMAN X X 0 0 0 CHRIS SPRADLIN DIRECTOR X 0 0 0 88078 false false false 688465 688465 PROCESSING FEE INCOME 222 222 222 45898 45898 136381 35947 100434 100434 100434 DESIGNATIONS FROM OTHER UW 28836 28836 28836 863855 100656 74734 882349 882349 88077 35231 22019 30827 7287 2915 1822 2550 1249 500 312 437 7395 2958 1849 2588 14200 14200 11190 11190 45420 22710 22710 19771 19771 1297 519 324 454 11522 4608 2881 4033 729 729 REPAIRS AND MAINTENANCE 6735 6735 TELEPHONE 3640 1456 910 1274 DUES AND SUBS 1307 1307 OTHER EXPENSES 942 376 236 330 913 913 1104023 931641 107179 65203 146769 75815 486208 418090 566128 339141 5673 3121 2552 1135913 1251171 150631 158481 2485649 2245250 2722 2491 2722 2491 X 2332180 2095333 150747 147426 2482927 2242759 2485649 2245250 X -240168 -11190 11190 X false true X true false X 1126306 1149952 1168043 1170490 934186 5548977 1126306 1149952 1168043 1170490 934186 5548977 1163790 4385187 31010 23005 35533 46141 40066 175755 48145 1980 28836 78961 5803693 5491 0.75560 0.78560 X PART II, LINE 10 50,125 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1135913 104068 -11190 1251171 1048869 101836 -14792 1135913 998450 150 63354 -13085 1048869 1116163 200 59488 -15210 998450 921525 110 25542 -13714 1116163 1.00000 true false 5673 3121 2552 2552 OVENDEN TRUST 141814 CASH VALUE OF LIFE INSURANCE 16667 158481 781622 -11190 -11190 792812 71043 71043 863855 1021790 1021790 82233 82233 1104023 SCHEDULE D, PAGE 4, PART XI, LINE 4B DONOR DESIGNATIONS 71,043 SCHEDULE D, PAGE 4, PART XII, LINE 4B INVESTMENT FEES & DESIGNATIONS TO OTHERS 82,233 false CASAGAL 405 PUBLIC SQUARE TROY OH 45373 311418130 25000 ABUSED CHILD ADVOCAT FAMILY ABUSE CENTER 16 E FRANKLIN ST TROY OH 45373 310966177 75000 CIVTIM ABUSE ASSIST. FIRST PLACE FOOD PANTRY 1100 WAYNE ST SUITE 1450 PO BOX 81 TROY OH 45373 470994740 15000 FOOD PANTRY GREENE ST CHILD CARE 4817 S STATE ROUTE 202 TIPP CITY OH 45371 311212898 7500 YOUTH DEVELOPMENT HEALTH PARTNERS FREE CLINIC 1300 NORTH COUNTY RD TROY OH 45373 311596731 50000 HEALTH CARE LINCOLN COMMUNITY CENTER 110 ASH ST TROY OH 45373 310584315 50000 COMMUNITY CENTER MEALS ON WHEELS OF PIQUA PO BOX 131 PIQUA OH 45356 310850373 15000 FEEDING THE HUNGARY MIAMI COUNTY DENTAL CLINIC 70 TROY TOWN DR TROY OH 45373 204901192 60000 GENERAL SUPPORT MC PUBLIC HEALTH 510 W WATER ST TROY OH 45373 316000055 12500 PUBLIC HEALTH MC YMCA 223 W HIGH ST PIQUA OH 45356 310537179 52000 RECREATION PROGRAMS NEW CREATION COUNSELING CENTER 7695 S CO RD 25A TROY OH 45373 311305869 16000 COUNSELING SERVICES THE NEW PATH 7695 S CO RD 25A TIPP CITY OH 45371 311710997 57000 FOOD/FINANCIAL ASSIS PARTNERS IN HOPE 116 W FRANKLIN ST TROY OH 45373 311305869 35000 FINANCIAL ASSITANCE PIQUA COMPASSION NETWORK PO BOX 55 PIQUA OH 45356 371604422 25000 FINANCIAL ASSISTANCE PIQUA PARENTS AS TEACHERS 215 LOONEY RD PIQUA OH 45356 200922103 14000 PARENTING HELP REHAB CENTER 1306 GABRY RD PIQUA OH 45356 237202001 43000 NEUROLOGICAL REHAB SAFE HAVEN 633 N WAYNE ST PIQUA OH 45356 311458088 17000 HELP HOMELESS SALVATION ARMY 707 S CRAWFORD ST TROY OH 45373 135562351 35000 HELPING THE POOR ST PATRICK SOUP KITCHEN 419 E MAIN ST TROY OH 45373 510533984 20000 SOUP KITCHEN THE FUTURE BEGINS TODAY PO BOX 511 TROY OH 45373 311655688 10000 ACADEMIC SUPPORT TIPP-MONROE COMMUNITY SERVICES 3 E MAIN ST PO BOX 242 TIPP CITY OH 45371 310794220 10000 COMMUNITY SERVICES TROY PLAYGROUND HOBART ARENA TROY OH 45373 511599992 13000 YOUTH PROGRAMS TROY REC 11 N MARKET ST TROY OH 45373 310579679 32000 RECREATION ACTIVITIE TROY SENIOR CENTER 134 N MARKET ST TROY OH 45373 316057839 23000 SENIOR PROGRAMS YWCA 141 W THIRD ST DAYTON OH 45402 310537168 25500 RECREATION PROGRAMS DOLLY PARTON IMAGINATION LIBRARY 93 N BROAD ST BREVARD NC 28712 841826095 17000 COMMUNITY RIDES 180 E RACE ST TROY OH 45373 23100 GENERAL SUPPORT FORM 990 - ORGANIZATION'S MISSION TO ASSESS, ON A CONTINUING BASIS, THE NEED FOR HUMAN SERVICES IN THE UNITED WAY OF MIAMI COUNTY, OHIO SERVICE AREA AND TO DEVELOP AS FULLY AS POSSIBLE THE FINANCIAL RESOURCES NEEDED TO MEET THE HUMAN RESOURCE NEEDS OF THE COMMUNITY. FORM 990 OVERHEAD RATIO CALCULATION: UNITED WAY OF MIAMI COUNTY, OHIO OVERHEAD RATIO IS CALCULATED USING TOTALS FROM THEIR 990 IN THE FOLLOWING MANNER: NUMERATOR: PART IX, LINE 25, COLUMN C & D. DENOMINATOR: PART VIII, LINE 12, COLUMN A. OVERHEAD RATIO FOR FISCAL YEAR 2025 IS: 172,382 / 863,855 = 19.95% OVERHEAD RATIO FOR FISCAL YEAR 2024 IS: 198,109 / 1,176,894 = 16.83% OVERHEAD RATIO FOR FISCAL YEAR 2023 IS: 242,207 / 1,282,498 = 18.89% 3 YEAR AVERAGE OVERHEAD RATIO FOR FYE 2024 = 18.03% ALLOWANCE FOR PLEDGE LOSS IS THE AVERAGE OF THE CURRENT YEAR WRITE-OFFS PLUS THE PRIOR TWO YEARS WRITE-OFFS: WRITE-OFFS 2025 245,722 WRITE-OFFS 2024 130,117 WRITE-OFFS 2023 44,634 3 YEAR AVERAGE WRITE-OFFS 140,158 PER DISCUSSION WITH EXECUTIVE DIRECTOR THE ALLOWANCE FOR PLEDGE LOSS DID NOT GET ADJUSTED FOR PERIOD ENDING 6.30.2025. FORM 990, PAGE 2, PART III, LINE 4D PROCESS TO OTHER UNITED WAY AGENCIES AND MISCELLANEOUS ORGANIZATIONS. FORM 990, PAGE 6, PART VI, LINE 9 MIKE BEAMISH 913 DEVON CIRCLE TROY, OH 45373 MAURICE SADLER 969 DICKERSON DR. TROY, OH 45373 KEVIN COX 29 W. MAIN ST TIPP CITY, OH 45371 JEFF JOHNSON 327 DRURY LANE TROY, OH 45373 RYAN LIDDY 249 GARBER DRIVE TIPP CITY, OH 45371 MOLLY KARN 101 TRADE SQUARE EAST TROY , OH 45373 BLAKE HEIM 101 TRADE SQUARE EAST TROY, OH 45373 CHRIS SPRADLIN 1973 EDISON DR. PIQUA, OH 45356 NICOLE ALBERS ONE PROPELLER PLACE PIQUA, OH 45356 CATHY ODA 523 CALDWELL ST. PIQUA, OH 45356 ROBBIE DICKERSON PO BOX 36 TROY, OH 45373 JUSTIN FLETCHER PO BOX 36 TROY, OH 45373 SALOME HEKATE PO BOX 36 TROY, OH 45373 EARL RIEVES PO BOX 36 TROY , OH 45373 FORM 990, PAGE 6, PART VI, LINE 10B GOVERNING DOCUMENTS ARE MADE AVAILABLE ON THE ORGANIZATION'S WEB SITE. FORM 990, PAGE 6, PART VI, LINE 11B THE BOARD REVIEWED THE FORM 990 AT A REGULARLY SCHEDULED BOARD MEETING PRIOR TO FILING THE RETURN FORM 990, PAGE 6, PART VI, LINE 12C ENFORCEMENT OF CONFLICTS POLICY EACH BOARD MEMBER IS REQUIRED TO SIGN AN ANNUAL ACKNOWLEDGEMENT THAT THEY HAVE REVIEWED AND AFFIRMED THE CONFLICT OF INTEREST POLICY. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE ON THE ORGANIZATION'S WEB SITE FORM 990, PART XI, LINE 9 DONOR DESIGNATIONS -71,043 INVESTMENT FEES & DESIGNATIONS TO OTHERS 82,233 TOTAL 11,190