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CHARITY REVIEW
Issued: August 2024 Expires: August 2026

United Way of Lake County

Accredited Charity
Accredited Charity

Meets Standards

9285 Progress Parkway
Mentor, OH, 44060

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 Lake County meets the 20 Standards for Charity Accountability.

Stated Purpose:
"to measurably improve the quality of people's lives in Lake County."

Year, State Incorporated:
1972, OH

United Way of Lake County works to mobilize the community to close gaps and open opportunities so everyone in Lake County can thrive and no one in need stands alone. The organization reports raising funds in the Lake County community to grant funds to non-profits offering direct services in the areas of education, financial stability, and health. During 2022, United Way of Lake County reports providing 67,368 services, including literacy programs for children, mental health consulting services, shelter, and food and meals.

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

Donor designations: $125,924

Community Impact: $422,202

Allocations and agency relations: $72,899

Funds awarded/distributed: $1,016,999

Total Program Expenses: $1,512,100

Chief Executive
Dione DeMitro, President and Chief Executive Officer

Compensation*
$100,000

Chair of the Board
Patti Gavorski Conrad

Chair's Profession / Business Affiliation
Development Director, CardinalCommerce

Board Size
18

Paid Staff Size
8

*2023 compensation, as reported by the charity, 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, Radio, Special events

Fundraising costs were 17% of related contributions. (Related contributions, which totaled $1,870,180, 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 Lake County's audited financial statements for the year ended June 30, 2023.

Source of Funds
In-kind support $115,769
Employee retention tax credit $70,163
Grants $18,391
Rental income $15,000
Processing fees $4,693
Other income $661
Investment income $87,179
Campaign results, net $1,665,857
Total Income $1,977,713

Programs: 77% Fundraising: 17% Administrative: 6%

Total Income $1,977,713
Total expenses: $1,951,241
  Program expenses $1,512,100
  Fundraising expenses $324,989
  Administrative expenses $114,152
  Other expenses $0
Income in Excess of Expenses $26,472
Beginning Net Assets $2,837,148
Other Changes In Net Assets $77,126
Ending Net Assets $2,940,746
Total Liabilities $966,346
Total Assets $3,907,092

Note: In the financial summary above, “other changes in net assets” includes unrealized gain on investment ($150,076) and loss allowance of uncollectable pledges (-$72,950).

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