UNITED WAY OF LAKE COUNTY INC

EIN: 341105038 501(c)(3) Philanthropy & Grantmaking

MENTOR, OH

Total Revenue
$1,736,711
Total Expenses
$1,882,295
Total Assets
$4,574,870
Net Assets
$3,629,195
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Financial Trends

Organization Details

Formation Year
1972
Legal Domicile
OH
Principal Officer
DIONE DEMITRO
Phone
4403523166
Tax Period
2024-07-01 to 2025-06-30

UNITED WAY OF LAKE COUNTY INC, founded in 1972, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.7M in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Net assets of $3.6M represent 25 months of operating reserves.

Mission

UNITED WAY OF LAKE COUNTY, ALONG WITH ITS MISSION TO "MEASURABLY IMPROVE THE QUALITY OF PEOPLE'S LIVES IN LAKE COUNTY", PROVIDES THE MOST EFFECTIVE CHANNEL THROUGH WHICH THE COMMUNITY MAY PARTICIPATE IN A VOLUNTARY, COOPERATIVE EFFORT TO IDENTIFY, EVALUATE, SUPPORT AND FUND CURRENT HUMAN SERVICE NEEDS IN LAKE COUNTY. UNITED WAY OF LAKE COUNTY IS A LOCAL, INDEPENDENT NONPROFIT ORGANIZATION THAT FUNDS PROGRAMS IN THE THREE BUILDING BLOCKS TO A BETTER COMMUNITY; EDUCATION, FINANCIAL STABILITY, AND HEALTH, ALONG WITH BASIC NEEDS. UNITED WAY OF LAKE COUNTY AFFECTS TWO OUT OF EVERY THREE RESIDENTS WHILE STRIVING TO MAKE A MEASURABLE IMPACT ON ALL RESIDENTS IN THE COMMUNITY. UNITED WAY OF LAKE COUNTY'S VISION IS TO BECOME THE ENTRUSTED CHAMPION THAT DRIVES IMPROVED OUTCOMES IN OUR COMMUNITY BY FUNDING SERVICES THAT IMPACT EDUCATION, INCOME (FINANCIAL STABILITY) AND HEALTH.

Program Service Accomplishments

Program 1
Expenses: $1,068,361

UNITED WAY OF LAKE COUNTY'S (UWLC) MANY VOLUNTEERS ARE CRITICAL DECISION- MAKERS WHEN MAKING PROGRAM FUNDING DECISIONS. THERE IS A STAFF LEAD FOR THE GROUP, BUT IT IS THE COLLECTION OF 20-25...

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UNITED WAY OF LAKE COUNTY'S (UWLC) MANY VOLUNTEERS ARE CRITICAL DECISION- MAKERS WHEN MAKING PROGRAM FUNDING DECISIONS. THERE IS A STAFF LEAD FOR THE GROUP, BUT IT IS THE COLLECTION OF 20-25 VOLUNTEERS THAT MEET WEEKLY FOR SEVERAL MONTHS TO EVALUATE PROGRAMS, LISTEN TO AGENCY REPRESENTATIVES, THEN DECIDE WHICH PROGRAMS WILL RECEIVE FUNDING. UWLC UTILIZED THE SAME ONLINE PLATFORM FOR APPLICATIONS AND EVALUATIONS, SO OUR VOLUNTEERS WERE ABLE TO SUBMIT THEIR EVALUATIONS IN ADVANCE THEN MEET IN-PERSON TO DISCUSS AND HAVE GOOD CONVERSATIONS AND QUESTIONS AMONGST THE GROUP. TO RAISE THE DOLLARS THAT OUR VOLUNTEERS HELP ALLOCATE, DOZENS OF COMPANIES RUN WORKPLACE CAMPAIGNS, INVOLVING CORPORATE GIFTS AND EMPLOYEE GIVING, UWLC HOSTS SEVERAL LARGE SPECIAL EVENTS, AND HUNDREDS OF LAKE COUNTY RESIDENTS GIVE INDIVIDUALLY THROUGH DIRECT MAILINGS. THE GOAL THROUGH ALL THESE EFFORTS IS TO HELP KEEP LAKE COUNTY RESIDENTS AND EMPLOYEES ENGAGED IN MAKING IT A BETTER PLACE TO LIVE AND WORK, AND ULTIMATELY IMPROVE THE QUALITY OF PEOPLE'S LIVES IN LAKE COUNTY.

Program 2
Expenses: $498,674

COMMUNITY IMPACT INCLUDES COORDINATION OF AGENCY STAFF, VOLUNTEERS, AND OTHER RESOURCES TO CONDUCT ACTIVITIES FOR THE BETTERMENT OF THE COMMUNITY. OUR ANNUAL DAY OF CARING WAS HELD IN JUNE WHERE LAKE...

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COMMUNITY IMPACT INCLUDES COORDINATION OF AGENCY STAFF, VOLUNTEERS, AND OTHER RESOURCES TO CONDUCT ACTIVITIES FOR THE BETTERMENT OF THE COMMUNITY. OUR ANNUAL DAY OF CARING WAS HELD IN JUNE WHERE LAKE COUNTY COMPANIES, ORGANIZATIONS, AND INDIVIDUALS ADOPTED PROJECTS SUBMITTED BY LAKE COUNTY AGENCIES, AND WE HELPED TO PAIR HUNDREDS OF VOLUNTEERS WITH THE PROJECTS. THESE EFFORTS HELP TO SAVE OUR NON-PROFIT PARTNERS TENS OF THOUSANDS OF DOLLARS IN LABOR AND SUPPLIES. DURING THE GRANT ALLOCATION PROCESS IN THE SPRING, WE RAN OUR ANNUAL FEED LAKE COUNTY DRIVE THROUGH A SOLICITATION MAILING AND 100+ COMPANIES AND ORGANIZATIONS RAN FOOD AND MONETARY DRIVES. BECAUSE OF THE SUPPORT OF SO MANY COMPANIES AND INDIVIDUALS, WE WERE ABLE TO HOST SEVERAL FOOD DISTRIBUTIONS ALL THROUGHOUT THE YEAR, TOTALING NEARLY 43,000 IN DIRECT FOOD PURCHASES, ON TOP OF DISTRIBUTING TENS OF THOUSANDS OF POUNDS DONATED BY AREA COMPANIES AND INDIVIDUALS. WE ALSO MOVED TO BEING AN ON-SITE YEAR-ROUND PANTRY WHERE OUR PARTNER PANTRIES CAN OBTAIN THE FOOD THEIR SPECIFIC PANTRY NEEDS. THE HUNGER COALITION WAS ALSO FORMED TO KEEP PARTNER PANTRIES AND OTHER AGENCIES DEALING WITH FOOD INSECURITY INFORMED OF NEEDS, BEST PRACTICES, COLLABORATION EFFORTS, ETC. WE ALSO HAVE TWO AFFINITY GROUPS THAT WERE ABLE TO THRIVE THROUGHOUT THE YEAR. THE EMERGING LEADERS (EL) ARE MADE UP OF A GROUP OF LAKE COUNTY YOUNG PROFESSIONALS THAT HOST AN ANNUAL GOLF OUTING, 4 UNDER 40 AWARDS CEREMONY, AND OTHER FUNDRAISING/NETWORK EVENTS THROUGHOUT THE YEAR. BECAUSE OF THEIR EFFORTS, THEY WERE ABLE TO ALLOCATE TENS OF THOUSANDS OF DOLLARS TO PROGRAMS RELATED TO THEIR YOUTH-DRIVEN MISSION, INCLUDING 10,000 DIRECTLY TO THE YOUTH UNITED WAY PROGRAM FOR HIGH SCHOOL STUDENTS. WOMEN UNITED COMPRISES LAKE COUNTY WOMEN WHOSE MISSION IS TO IMPROVE THE LIVES OF WOMEN AND CHILDREN IN LAKE COUNTY. THEY WERE ABLE TO HOST SOME OF THEIR REGULAR EVENTS THROUGHOUT THE YEAR, INCLUDING A SPEAKER SERIES, AND THEIR SIGNATURE WINTERFEST EVENT WAS HELD IN NOVEMBER, WHERE THE IN-PERSON DONATIONS AND ONLINE RAFFLE PROCEEDS HELPED TO MAKE THIS A RECORD-BREAKING WINTERFEST. DOLLARS RAISED FROM WU FUNDRAISING EFFORTS ARE ALLOCATED TO PROGRAMS THAT SUPPORT AT-RISK WOMEN AND CHILDREN IN LAKE COUNTY, AND SHARE THE SAME PROCESS AS THE EL GROUP. BECAUSE OF THEIR EFFORTS, WOMEN UNITED WAS ABLE TO ALLOCATE OVER 111,000 TO MISSION-DRIVEN PROGRAMS. UNDER THE LEADERSHIP OF DIONE DEMITRO, UWLC CONTINUED TO BE MORE VISIBLE IN THE LAKE COUNTY COMMUNITY AND INVOLVED IN SEVERAL COMMUNITY PROJECTS, INITIATIVES, AND PARTNERSHIPS. WE HAVE PARTNERED ON HEROFEST, AN EVENT TO RAISE FUNDS FOR FIRST RESPONDERS, HAVE GROWN OUR ROLE IN THE ANNUAL BACK TO SCHOOL BASH WHERE OVER 1,500 CHILDREN GET SUPPLIES AND CLOTHING TO BE SCHOOL- READY, COORDINATED THE SEVERE WINTER WEATHER OVERNIGHT PROGRAM (CODE BLUE), AND COLLABORATED TO HELP FILL EMERGENCY NEEDS WITH THE CONTINUATION OF OUR RESPONSIVE FUND GRANTS PROCESS WITH OVER 28,000 OF DIRECT FUNDING.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,583,115
Program Service Revenue $0
Investment Income $81,507
Other Revenue $72,089
TOTAL REVENUE $1,736,711

Expense Breakdown

Grants Paid $1,057,080
Salaries & Benefits $501,507
Fundraising Expenses $215,878
Program Expenses $1,567,035
Other Expenses $323,708
TOTAL EXPENSES $1,882,295

Year-over-Year Comparison

2024 2023 Change
Revenue $1,736,711 $2,311,169 -0.2%
Expenses $1,882,295 $1,993,959 -0.1%
Net Income $-145,584 $317,210 -1.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
21
Independent Members
21
Employees
8
Volunteers
650

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$115,897
Total Directors
21
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DIONE DEMITRO CEO AND PRES 40.00
Officer
$104,372 $11,525 $115,897
BRANDI HAUGHT CHAIR 5.00
Officer Director
$0 $0 $0
ANDREW PHELPS VICE CHAIR 5.00
Officer Director
$0 $0 $0
MARIA KULA 2ND VICE CHA 5.00
Officer Director
$0 $0 $0
RICK BUMGARDNER TREASURER 5.00
Officer Director
$0 $0 $0
PATTI CONRAD DIRECTOR 1.00
Director
$0 $0 $0
ROBIN BAUM DIRECTOR 1.00
Director
$0 $0 $0
KERRY BLISS DIRECTOR 1.00
Director
$0 $0 $0
JOSH BOGNER DIRECTOR 1.00
Director
$0 $0 $0
MICHELLE GRAF DIRECTOR 1.00
Director
$0 $0 $0
CRAIG HEATH DIRECTOR 1.00
Director
$0 $0 $0
TERRY KILBOURNE DIRECTOR 1.00
Director
$0 $0 $0
IAN LEWIS DIRECTOR 1.00
Director
$0 $0 $0
PATRICK MOHORCIC DIRECTOR 1.00
Director
$0 $0 $0
GEORGE SARI DIRECTOR 1.00
Director
$0 $0 $0
GARY SCHMITT DIRECTOR 1.00
Director
$0 $0 $0
DANIELLE SINDELAR DIRECTOR 1.00
Director
$0 $0 $0
JOSHUA STRICKLAND DIRECTOR 1.00
Director
$0 $0 $0
BRYAN THOMAS DIRECTOR 1.00
Director
$0 $0 $0
MARWIN WALLING DIRECTOR 1.00
Director
$0 $0 $0
KRISTINA WILLEY DIRECTOR 1.00
Director
$0 $0 $0
THERESE ZDESAR DIRECTOR 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $1,736,711 $1,882,295 $4,574,870 $-145,584
2024 $2,311,169 $1,993,959 $4,576,234 $317,210
2023 $1,801,175 $1,847,652 $3,907,092 $-46,477
2022 $2,007,632 $1,693,179 $3,754,781 $314,453
2021 $1,800,252 $1,750,531 $3,929,567 $49,721
2020 $2,136,820 $1,938,322 $3,746,795 $198,498
2019 $2,114,520 $1,981,174 $3,371,341 $133,346
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