2023-12-11T15:17:19-06:00 2021-08-31 521197902 MULLEN SONDBERG WIMBISH & STONE PA 888 BESTGATE ROAD SUITE 310 ANNAPOLIS MD 21401 990 2020-09-01 521356960 UNITED WAY OF CHARLES COUNTY INC UNIT 3016094844 PO BOX 2141 LA PLATA MD 20646 RUSSELL YATES TREASURER 3016094844 2023-11-22 1 RUSSELL YATES 999009999 ERIC P SIEGFRIED CPA P01278242 4102244920 2023-11-22 0 AAL1 IAL1 2020 2023-04-26 12:10:37Z RUSSELL YATES PO BOX 2141 LA PLATA MD 20646 1608460 0 X WWW.UNITEDWAYCHARLES.ORG X 1983 MD TO PROVIDE ALL CITIZENS OF CHARLES COUNTY THE MEANS TO INVEST IN THEIR COMMUNITY TO BRING ABOUT POSITIVE CHANGES IN PEOPLES' LIVES. 12 12 2 0 0 0 305253 1499990 0 0 56 1577 22560 103113 327869 1604680 46773 1403684 0 0 101649 127552 0 0 8705 126817 49948 275239 1581184 52630 23496 323572 214332 285304 152568 38268 61764 TO PROVIDE ALL CITIZENS OF CHARLES COUNTY THE MEANS TO INVEST IN THEIR COMMUNITY TO BRING ABOUT POSITIVE CHANGES IN PEOPLES' LIVES. 0 0 199863 48521 CONDUCTING FUNDRAISING CAMPAIGNS IN CHARLES COUNTY, MD AND DISTRIBUTING FUNDS COLLECTED TO MEMBER AND NUMEROUS NON-MEMBER AGENCIES. 1355163 1355163 EMERGENCY RENTAL ASSISTANCE PROGRAM TO SUPPORT HOUSING STABILITY THROUGH-OUT THE COVID-19 PANDEMIC. 1555026 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 2 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 MD X RUSSELL YATES 3016094844 PO BOX 2141 LA PLATA MD 20646 RUSSELL YATES TREASURER 0.00 X X 0 0 0 JOSH COCKERHAM CHAIRPERSON ELECT 0.00 X X 0 0 0 STEVE DAVIS DIRECTOR 0.00 X 0 0 0 KATHY REAMY DIRECTOR 0.00 X 0 0 0 TISHA TYLER DIRECTOR 0.00 X 0 0 0 MONISE BROWN SECRETARY 0.00 X X 0 0 0 BILL DOTSON DIRECTOR 0.00 X 0 0 0 JOHN MORGAN DIRECTOR 0.00 X 0 0 0 LINDA GILL CHAIRPERSON 0.00 X X 0 0 0 STACEY COOK IMMEDIATE PAST CHAIRPERSON 0.00 X X 0 0 0 DANIELLE BURRELL-JONES DIRECTOR 0.00 X 0 0 0 DINA BARCLAY DIRECTOR 0.00 X 0 0 0 MICHAEL BELLIS EXECUTIVE DIRECTOR 40.00 X 65920 0 0 65920 0 0 0 0 0 0 0 15899 1443900 40191 1499990 1577 1577 8095 0 8095 8095 8095 2606 3780 -1174 -1174 MISCELLANEOUS REVENUE 900099 96192 96192 96192 1604680 96192 0 8498 1403684 1403684 65920 56032 6592 3296 45569 38733 4557 2279 2789 2371 279 139 4495 3820 450 225 8779 7462 878 439 11625 9881 1163 581 2795 2376 279 140 1502 1277 150 75 1683 1431 168 84 9866 8386 987 493 15294 13000 1529 765 2043 1737 204 102 1748 1486 175 87 MEMBERSHIP FEES 3350 3350 MISCELLANEOUS 42 42 1581184 1555026 17453 8705 149417 162193 69426 10989 57058 4478 85296 44146 43193 41150 323572 214332 126852 140297 58227 100000 12046 225 225 285304 152568 X 14712 38208 23556 23556 38268 61764 323572 214332 23496 0 X X 0 1 X 1 1 1 X 514611 388117 388117 305253 1499990 3096088 56475 54592 54969 166036 571086 442709 443086 305253 1499990 3262124 3262124 19673 16640 20118 17861 9672 83964 40728 37364 60691 80 96192 235055 3581143 0.91090 0.88750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 79666 38516 41150 5630 5630 0 41150 SECURITY DEPOSITS 225 225 X 1681680 77000 77000 1604680 0 1604680 1658184 77000 77000 1581184 0 1581184 PART X, LINE 2: 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. 1 RENTAL ASSISTANCE 145 1403684 PART I, LINE 2: 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. 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.