Reports & Policies

United Way of Summit & Medina annually certifies its adherence to standards that include comprehensive requirements for financial reporting, governance, ethics, diversity and operations.

United Way of Summit & Medina Reports

2023 Audit - March 31, 2023

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2022 Audit - March 31, 2022

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2021 Audit - March 31, 2021

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2020 Audit - March 31, 2020

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2019 Audit - March 31, 2019

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Form 990 - March 31, 2023

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Form 990 - March 31, 2022

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Form 990 - March 31, 2020

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Form 990 - March 31, 2019

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Form 990 - March 31, 2018

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United Way of Summit & Medina Policies

Donor Choice Policies

In June of 2016, after much consideration and many candid discussions with community stakeholders and local leaders, the United Way Board of Directors approved a number of changes to United Way of Summit & Medina’s donation policies. As United Way transitions from an organization that focuses on traditional, transactional fundraising to one focused on achieving measurable, meaningful change, we must find more effective ways to utilize the resources available to us. For that reason, these new policies are designed to increase the share of United Way’s funds that are invested in our mission to advance the common good in our community through Education, Income and Health.

Note: Designated donations are gifts to United Way of Summit & Medina that have been earmarked by the donor for distribution to a third-party nonprofit organization.

Donor Choice Policy for All

2016 Campaign

  • Corporate contributions may not be designated to specific agencies.
  • Designations by individual donors must be made at the time of a pledge.

These policies took effect on July 31, 2016.

2017 Campaign

  • A cost assessment of 13.4 percent – up to a maximum of $5,000 per donor, per year – will be deducted from all designated donations. Donations allocated directly to United Way of Summit & Medina will not be subject to this cost assessment.
  • In regional campaigns run by United Way of Summit & Medina as the United Way serving a company’s corporate headquarters, the cost assessment is broken down as follows: 9 percent fundraising and 4.4 percent processing.
  • Designations may only be made to:
    1. Summit or Medina County direct service 501(c)3 organizations focused on Education, Income and Health, or
    2. Direct service 501(c)3 organizations that have been approved by another United Way.

These policies took effect on April 1, 2017.

Donor Choice Policy for Tocqueville Society Members

2016 Campaign

  • Though it is preferred that designations be made at the time of a pledge, all 2016 campaign designations must be made by January 31, 2017.
  • Beginning on February 1, 2017, all designations must be made at the time of a pledge.

These policies took effect on July 31, 2016.

2017 Campaign

  • Designations must be made at the time of a pledge.
  • All new Tocqueville gifts may only be designated to:
    1. Summit or Medina County direct service 501(c)3 organizations focused on Education, Income and Health, or
    2. Direct service 501(c)3 organizations focused on Education, Income and Health that have been approved by another United Way.

These policies took effect on April 1, 2017.

2018 Campaign

  • A cost assessment of 13.4 percent – up to a maximum of $5,000 per year – will be deducted from all designated donations. Donations allocated directly to United Way of Summit & Medina will not be subject to this cost assessment.
  • Designations may only be made to:
    1. Summit or Medina County direct service 501(c)3 organizations focused on Education, Income and Health, or
    2. Direct service 501(c)3 organizations focused on Education, Income and Health that have been approved by another United Way.

These policies took effect on April 1, 2018.

Additional Donor Policies

Donors can request to exclude a United Way affiliated agency from receiving their contribution. These exclusions are implemented by distributing the contribution to every other affiliated agency other than the one excluded, over and above any other funding they receive; this allows a donor to support community services at all other United Way partner agencies except for the one he/she does not want to support.

The amount of designations paid by payroll deduction is based on company/business collection experience. Employee designations from employers that do not release individual payroll deduction payment information to us are paid net of the collection experience at each employer.

Donor Privacy Policy

Information you provide as a donor to United Way of Summit & Medina is used only to properly credit contributions, provide recognition and communicate about our work. We respect the privacy of our supporters and do not rent, trade or sell our information.

In our community. With our community. For our community.

Invest where it matters

Your donation directly benefits the people of Summit and Medina counties.