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CHARITY REVIEW
Issued: May 2024 Expires: May 2026

United Way of Greater Toledo

Accredited Charity
Accredited Charity

Meets Standards

1001 Madison Avenue, Suite 100
Toledo, OH, 43604

Standards For Charity Accountability

Governance

  1. Board Oversight
  2. Board Size
  3. Board Meetings
  4. Board Compensation
  5. Conflict of Interest

Measuring Effectiveness

  1. Effectiveness Policy
  2. Effectiveness Report

Finances

  1. Program Expenses
  2. Fundraising Expenses
  3. Accumulating Funds
  4. Audit Report
  5. Detailed Expense Breakdown
  6. Accurate Expense Reporting
  7. Budget Plan

Fundraising & Info

  1. Truthful Materials
  2. Annual Report
  3. Website Disclosures
  4. Donor Privacy
  5. Cause Marketing Disclosures
  6. Complaints

United Way of Greater Toledo meets the 20 Standards for Charity Accountability.

Stated Purpose:
"to unite the caring power of people to improve lives."

Year, State Incorporated:
1918, OH

United Way of Greater Toledo (UW Toledo) reports it raises funds in Lucas, Ottawa, and Wood counties to support programs focused on education, financial stability, health, and housing resources. The organization partners with community organizations and corporations to help adults, children, and families live happy and healthy lives.

For the year ended June 30, 2023, United Way of Greater Toledo's program expenses were:

Community impact, leadership, and support $3,963,868
United Way 2-1-1 $674,819
Other program services $531,217
Total Program Expenses $5,169,904

Chief Executive
Wendy Pestrue, J.D., Chief Executive Officer

Compensation*
$177,050

Chair of the Board
Joel Jerger

Chair's Profession / Business Affiliation
Market President, Premier Bank

Board Size
19

Paid Staff Size
29

*2022 compensation includes annual salary and, if applicable, benefit plans, expense accounts, and other allowances.

Method(s) Used:
Direct mail appeals, Grant proposals, Internet, Direct mail appeals, Membership appeals, Planned giving arrangements, Telephone appeals

Fundraising costs were 14% of related contributions. (Related contributions, which totaled $6,839,169, are donations received as a result of fundraising activities.)

This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.

The following information is based on United Way of Greater Toledo's audited financial statements for the year ended June 30, 2023.

Source of Funds
Campaign revenue $5,828,354
Investment income, net $1,969,404
Grants $822,645
Employee retention tax credit $188,170
Total Income $8,808,573

Programs: 77% Fundraising: 14% Administrative: 9%

Total Income $8,808,573
Total expenses: $6,699,679
  Program expenses $5,169,904
  Fundraising expenses $926,734
  Administrative expenses $603,041
  Other expenses $0
Income in Excess of Expenses $2,108,894
Beginning Net Assets $22,345,413
Other Changes In Net Assets $66,058
Ending Net Assets $23,294,452
Total Liabilities $4,131,158
Total Assets $27,425,610

Note: In the above financial statements, “other changes in net assets” refers to pledges received for future campaigns ($169,867), provisions for uncollectible pledges (-$168,134), a change in the value of the beneficial interest in perpetual trust ($62,255) and loss on disposal of property and equipment ($2,250).

An organization may change its practices at any time without notice. A copy of this report has been shared with the organization prior to publication. It is not intended to recommend or deprecate, and is furnished solely to assist you in exercising your own judgment. If the report is about a charity and states the charity meets or does not meet the Standards for Charity Accountability, it reflects the results of an evaluation of information and materials provided voluntarily by the charity. The name Better Business Bureau is a registered service mark of the International Association of Better Business Bureaus.

This report is not to be used for fundraising or promotional purposes.

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Report completed by:
BBB Wise Giving Alliance