UNITED WAY OF CHARLES COUNTY INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF CHARLES COUNTY INC (EIN 52-1356960)
- Tax period
- 2020-09-01 to 2021-08-31
- Filed
- 2023-12-11
- IRS object ID
- 202333459349301103
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-12-11T15:17:19-06:00 | ReturnTs |
| Tax Period End | 2021-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521197902 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MULLEN SONDBERG WIMBISH & STONE PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 BESTGATE ROAD SUITE 310 | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521356960 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF CHARLES COUNTY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 3016094844 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2141 | AddressLine1Txt |
| City | LA PLATA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20646 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUSSELL YATES | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3016094844 | PhoneNum |
| Signature | 2023-11-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RUSSELL | PersonFirstNm |
| Person Last | YATES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC P SIEGFRIED CPA | PreparerPersonNm |
| PTIN | P01278242 | PTIN |
| Phone | 4102244920 | PhoneNum |
| Preparation | 2023-11-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RUSSELL YATES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2141 | AddressLine1Txt |
| City | LA PLATA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20646 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,608,460 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITEDWAYCHARLES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE ALL CITIZENS OF CHARLES COUNTY THE MEANS TO INVEST IN THEIR COMMUNITY TO BRING ABOUT POSITIVE CHANGES IN PEOPLES' LIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $305,253 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,499,990 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $56 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,577 | CYInvestmentIncomeAmt |
| PY Other Revenue | $22,560 | PYOtherRevenueAmt |
| CY Other Revenue | $103,113 | CYOtherRevenueAmt |
| PY Total Revenue | $327,869 | PYTotalRevenueAmt |
| CY Total Revenue | $1,604,680 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $46,773 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,403,684 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $101,649 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $127,552 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,705 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $126,817 | PYOtherExpensesAmt |
| CY Other Expenses | $49,948 | CYOtherExpensesAmt |
| PY Total Expenses | $275,239 | PYTotalExpensesAmt |
| CY Total Expenses | $1,581,184 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $52,630 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $23,496 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $323,572 | TotalAssetsBOYAmt |
| Total Assets EOY | $214,332 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $285,304 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $152,568 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $38,268 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $61,764 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE ALL CITIZENS OF CHARLES COUNTY THE MEANS TO INVEST IN THEIR COMMUNITY TO BRING ABOUT POSITIVE CHANGES IN PEOPLES' LIVES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $199,863 | ExpenseAmt |
| Grant | $48,521 | GrantAmt |
| Desc | CONDUCTING FUNDRAISING CAMPAIGNS IN CHARLES COUNTY, MD AND DISTRIBUTING FUNDS COLLECTED TO MEMBER AND NUMEROUS NON-MEMBER AGENCIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,355,163 | ExpenseAmt |
| Grant | $1,355,163 | GrantAmt |
| Desc | EMERGENCY RENTAL ASSISTANCE PROGRAM TO SUPPORT HOUSING STABILITY THROUGH-OUT THE COVID-19 PANDEMIC. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,555,026 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSSELL YATES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3016094844 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2141 | AddressLine1Txt |
| City | LA PLATA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20646 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| RUSSELL YATES | ||||||
| TREASURER | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOSH COCKERHAM | ||||||
| CHAIRPERSON ELECT | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEVE DAVIS | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KATHY REAMY | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TISHA TYLER | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MONISE BROWN | ||||||
| SECRETARY | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BILL DOTSON | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN MORGAN | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA GILL | ||||||
| CHAIRPERSON | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STACEY COOK | ||||||
| IMMEDIATE PAST CHAIRPERSON | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DANIELLE BURRELL-JONES | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DINA BARCLAY | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL BELLIS | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $65,920 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $65,920 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $15,899 | FederatedCampaignsAmt |
| Government Grants | $1,443,900 | GovernmentGrantsAmt |
| All Other Contributions | $40,191 | AllOtherContributionsAmt |
| Total Contributions | $1,499,990 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,577 | TotalRevenueColumnAmt |
| Exclusion | $1,577 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,095 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,095 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,095 | TotalRevenueColumnAmt |
| Exclusion | $8,095 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $2,606 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $3,780 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,174 | TotalRevenueColumnAmt |
| Exclusion | -$1,174 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $96,192 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $96,192 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $96,192 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,604,680 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $96,192 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,498 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,403,684 | TotalAmt |
| Program Services | $1,403,684 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,920 | TotalAmt |
| Program Services | $56,032 | ProgramServicesAmt |
| Management And General | $6,592 | ManagementAndGeneralAmt |
| Fundraising | $3,296 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,569 | TotalAmt |
| Program Services | $38,733 | ProgramServicesAmt |
| Management And General | $4,557 | ManagementAndGeneralAmt |
| Fundraising | $2,279 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,789 | TotalAmt |
| Program Services | $2,371 | ProgramServicesAmt |
| Management And General | $279 | ManagementAndGeneralAmt |
| Fundraising | $139 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,495 | TotalAmt |
| Program Services | $3,820 | ProgramServicesAmt |
| Management And General | $450 | ManagementAndGeneralAmt |
| Fundraising | $225 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,779 | TotalAmt |
| Program Services | $7,462 | ProgramServicesAmt |
| Management And General | $878 | ManagementAndGeneralAmt |
| Fundraising | $439 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,625 | TotalAmt |
| Program Services | $9,881 | ProgramServicesAmt |
| Management And General | $1,163 | ManagementAndGeneralAmt |
| Fundraising | $581 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,795 | TotalAmt |
| Program Services | $2,376 | ProgramServicesAmt |
| Management And General | $279 | ManagementAndGeneralAmt |
| Fundraising | $140 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,502 | TotalAmt |
| Program Services | $1,277 | ProgramServicesAmt |
| Management And General | $150 | ManagementAndGeneralAmt |
| Fundraising | $75 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,683 | TotalAmt |
| Program Services | $1,431 | ProgramServicesAmt |
| Management And General | $168 | ManagementAndGeneralAmt |
| Fundraising | $84 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,866 | TotalAmt |
| Program Services | $8,386 | ProgramServicesAmt |
| Management And General | $987 | ManagementAndGeneralAmt |
| Fundraising | $493 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,294 | TotalAmt |
| Program Services | $13,000 | ProgramServicesAmt |
| Management And General | $1,529 | ManagementAndGeneralAmt |
| Fundraising | $765 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,043 | TotalAmt |
| Program Services | $1,737 | ProgramServicesAmt |
| Management And General | $204 | ManagementAndGeneralAmt |
| Fundraising | $102 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,748 | TotalAmt |
| Program Services | $1,486 | ProgramServicesAmt |
| Management And General | $175 | ManagementAndGeneralAmt |
| Fundraising | $87 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEMBERSHIP FEES | $3,350 | $3,350 | |
| MISCELLANEOUS | $42 | $42 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,581,184 | TotalAmt |
| Program Services | $1,555,026 | ProgramServicesAmt |
| Management And General | $17,453 | ManagementAndGeneralAmt |
| Fundraising | $8,705 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,417 | BOYAmt |
| EOY | $162,193 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,426 | BOYAmt |
| EOY | $10,989 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,058 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,478 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $85,296 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $44,146 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,193 | BOYAmt |
| EOY | $41,150 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $323,572 | BOYAmt |
| EOY | $214,332 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,852 | BOYAmt |
| EOY | $140,297 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,227 | BOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $12,046 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225 | BOYAmt |
| EOY | $225 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,304 | BOYAmt |
| EOY | $152,568 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,712 | BOYAmt |
| EOY | $38,208 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,556 | BOYAmt |
| EOY | $23,556 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,268 | BOYAmt |
| EOY | $61,764 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $323,572 | BOYAmt |
| EOY | $214,332 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $23,496 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $514,611 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $388,117 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $388,117 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $305,253 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,499,990 | CurrentTaxYearAmt |
| Total | $3,096,088 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,475 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,592 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,969 | CurrentTaxYearMinus2YearsAmt |
| Total | $166,036 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $571,086 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $442,709 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $443,086 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $305,253 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,499,990 | CurrentTaxYearAmt |
| Total | $3,262,124 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $3,262,124 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,673 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,640 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,118 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,861 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,672 | CurrentTaxYearAmt |
| Total | $83,964 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,728 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,364 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $60,691 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $80 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $96,192 | CurrentTaxYearAmt |
| Total | $235,055 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,581,143 | TotalSupportAmt |
| Public Support CY170 | 0.91090 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88750 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $79,666 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,516 | DepreciationAmt |
| Book Value | $41,150 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,630 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,630 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $41,150 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| Amt | $225 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $225 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,681,680 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $77,000 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $77,000 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,604,680 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,604,680 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,658,184 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $77,000 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $77,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,581,184 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,581,184 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION FOLLOWS THE GUIDANCE OF ASC 740-10, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" WHICH CLARIFIES THE ACCOUNTING FOR THE RECOGNITION AND MEASUREMENT OF THE BENEFITS OF INDIVIDUAL TAX POSITIONS IN THE FINANCIAL STATEMENTS, INCLUDING THOSE OF NON-PROFIT ORGANIZATIONS. TAX POSITIONS MUST MEET A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT IN ORDER FOR THE BENEFIT OF THOSE TAX POSITIONS TO BE RECOGNIZED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION ANALYZES TAX POSITIONS TAKEN, INCLUDING THOSE RELATED TO THE REQUIREMENTS SET FORTH IN IRS SEC. 501(C) TO QUALIFY AS A TAX EXEMPT ORGANIZATION, ACTIVITIES PERFORMED BY VOLUNTEERS AND BOARD MEMBERS, THE REPORTING OF UNRELATED BUSINESS INCOME, AND ITS STATUS AS A TAX-EXEMPT ORGANIZATION UNDER MARYLAND STATE STATUTE. THE ORGANIZATION DOES NOT KNOW OF ANY TAX BENEFITS ARISING FROM UNCERTAIN TAX POSITIONS AND THERE WAS NO EFFECT ON THE ORGANIZATION'S FINANCIAL POSITION OR CHANGES IN NET ASSETS AS A RESULT OF ANALYZING ITS TAX POSITIONS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | RENTAL ASSISTANCE | GrantTypeTxt |
| Recipient | 145 | RecipientCnt |
| Cash Grant | $1,403,684 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | UNITED WAY OF CHARLES COUNTY HAS FORMED COMMITTEES TO EVALUATE THE APPLICATIONS FOR EACH OF ITS GRANT PROGRAMS. THE COMMITTEES RECOMMEND THE LEVELS OF GRANT FUNDING TO THE BOARD OF DIRECTORS FOR APPROVAL. THE GRANT RECIPIENTS ARE REQUIRED TO SUBMIT REPORTS AND DOCUMENTATION TO UNITED WAY OF CHARLES COUNTY WHEN REQUESTING DISBURSEMENTS OF THEIR APPROVED GRANT FUNDS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | ELECTION OF MEMBERS AND THEIR RIGHTS PERSONS WHO DESIRE TO SERVE ON THE BOARD OF DIRECTORS OF THE UNITED WAY OF CHARLES COUNTY COMPLETE AN APPLICATION FORM WITH INFORMATION ABOUT THEMSELVES, WHERE THEY LIVE AND WORK, SPECIAL INTERESTS OR SKILLS, ETC. AND SUBMIT IT TO THE UNITED WAY OFFICE. THE PERSON'S APPLICATION IS PRESENTED BY THE EXECUTIVE DIRECTOR TO THE EXECUTIVE COMMITTEE AND THEN TO THE FULL BOARD FOR ELECTION ONTO THE BOARD OF DIRECTORS. THAT PERSON COMMITS TO SERVING A THREE-YEAR TERM WITH AN OPTION TO SERVE A SECOND THREE-YEAR TERM IF RE-ELECTED. |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS SUBJECT TO APPROVAL OF MEMBERS AT THE ANNUAL MEETING IN NOVEMBER ANY PARTNER AGENCIES WHO ATTEND MAY VOTE ON THE ACCEPTANCE OF NEW BOARD MEMBERS AND THE ANNUAL REPORT. THEY HAVE AN OPPORTUNITY AT THAT MEETING TO EXPRESS ANY CONCERNS OR ASK ANY QUESTIONS THEY MIGHT HAVE OF THE UNITED WAY BOARD AND STAFF. |
| FORM 990, PART VI, SECTION B, LINE 11B | ORGANIZATION'S PROCESS TO REVIEW FORM 990 UNITED WAY OF CHARLES COUNTY. THE BOARD REVIEWS THE DRAFT AUDIT PRESENTED BY THE ACCOUNTING FIRM THAT AUDITED THE ORGANIZATION, AND THEN REVIEWS THE IRS FORM 990 PRIOR TO IT BEING SIGNED BY THE TREASURER AND SENT TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ENFORCEMENT OF CONFLICTS POLICY IN JANUARY OF EACH YEAR UNITED WAY OF CHARLES COUNTY SENDS EACH MEMBER OF THE BOARD OF DIRECTORS THE CONFLICT OF INTEREST STATEMENT WHICH THEY ARE ASKED TO SIGN, DATE, AND RETURN TO THE UNITED WAY OFFICE TO BE KEPT ON FILE. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION PROCESS FOR TOP OFFICIAL UNITED WAY OF CHARLES COUNTY HAS A PERSONNEL COMMITTEE WHICH ANNUALLY RECOMMENDS TO THE BOARD OF DIRECTORS THE SALARY AND COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR AND OTHER EMPLOYEES. BEFORE RECOMMENDING THE SALARIES, THE PERSONNEL COMMITTEE LOOKS AT OTHER NON-PROFIT EXECUTIVE POSITION SALARIES IN THE REGION AND ALSO REVIEWS THE LATEST EDITION OF THE UNITED WAY HUMAN CAPITAL STUDY - SALARY REPORT PUBLISHED BY THE UNITED WAY WORLDWIDE. THEY COMPARE OUR STAFF SALARIES TO THOSE STAFF IN OTHER UNITED WAYS OF COMPARABLE SIZE AND INCOME. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS DISCLOSURE EXPLANATION OUR ANNUAL CAMPAIGN BROCHURE STATES, "A COPY OF THE CURRENT FINANCIAL STATEMENT OF THE UNITED WAY OF CHARLES COUNTY OR OF THE COMMUNITY HEALTH CHARITIES MAY BE OBTAINED BY WRITING TO THE RESPECTIVE OFFICES. DOCUMENTS PERTAINING TO EACH AGENCY ARE FILED WITH AND MAY BE OBTAINED FROM THE SECRETARY OF STATE. UNITED WAY OF CHARLES COUNTY IS A 501(C)(3) ORGANIZATION." THE ANNUAL INFORMATION RETURN FOR UNITED WAY OF CHARLES COUNTY IS ALSO AVAILABLE ON WWW.GUIDESTAR.ORG. INFORMATION ABOUT US IS ALSO ON THE UNITED WAY OF CHARLES COUNTY WEBSITE (WWW.UNITEDWAYCHARLES.ORG) AND PEOPLE MAY REQUEST COPIES OF ANY OF OUR POLICIES, ANNUAL REPORTS, FORM 990'S, ETC. SIMPLY BY EMAILING, CALLING, OR WRITING TO US. |
| PART XII, LINE 2C | THE BOARD OF DIRECTORS ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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