2022-05-13T10:46:47-05:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 801 FELIX STREET ST JOSEPH MO 64501 990 2021-01-01 440547802 UNITED WAY OF GREATER ST JOSEPH UNIT 8163642381 PO BOX 188 ST JOSEPH MO 64502 PHIL GOULD TREASURER 8163642381 2022-05-12 1 PHIL GOULD 999009999 HAROLD RAY P01248589 8162328441 2022-05-11 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z KYLEE STROUGH PO BOX 188 ST JOSEPH MO 64502 3824703 0 X WWW.STJOSEPHUNITEDWAY.ORG X 1916 MO TO IMPROVE LIVES THROUGH THE CARING POWER OF COMMUNITY. 35 35 8 615 0 0 2430855 2669612 67797 45517 435686 812708 36630 10045 2970968 3537882 1720664 1953176 0 0 411120 409422 0 0 45657 273756 318839 2405540 2681437 565428 856445 13993835 15457783 1656903 1790565 12336932 13667218 X THE MISSION OF THE UNITED WAY OF GREATER ST. JOSEPH IS TO IMPROVE LIVES THROUGH THE CARING POWER OF COMMUNITY. 0 0 1981367 1949639 23268 ALLOCATED SERVICESTRADITIONALLY, UNITED WAY HAS BEEN KNOWN FOR HARNESSING THE CARING POWER OF COMMUNITY THROUGH GIVING, ADVOCATING AND VOLUNTEERING AND IS MOST WELL-KNOWN FOR THE ANNUAL UNITED WAY CAMPAIGN THAT TAKES PLACE EACH FALL. THROUGH THE CAMPAIGN, HUNDREDS OF BUSINESSES AND THOUSANDS OF INDIVIDUALS MAKE PLEDGES TO IMPROVE LIVES THROUGH THE CARING POWER OF COMMUNITY. THE MAJORITY OF DOLLARS RAISED THROUGH THE ANNUAL CAMPAIGN ARE ALLOCATED TO THE NETWORK OF UNITED WAY PARTNER AGENCIES TO HELP SUSTAIN THEIR CURRENT PROGRAMS AND SERVICES. MORE THAN 100 VOLUNTEERS ARE INVOLVED IN DECIDING HOW THOSE DONOR DOLLARS ARE ALLOCATED. IN 2021 THE NETWORK OF UNITED WAY PARTNER AGENCIES AND INITIATIVES IMPROVED LIVES THROUGH THE CARING POWER OF COMMUNITY IN THE FOLLOWING WAYS, PLUS MANY MORE: EDUCATION: UNITED WAY OF GREATER ST. JOSEPH WORKS TO HELP PEOPLE OF ALL AGES REACH THEIR POTENTIAL THROUGH A VARIETY OF EDUCATIONAL PURSUITS THAT WILL, IN TURN, STRENGTHEN OUR COMMUNITY. QUALITY EARLY LEARNING, YOUTH EDUCATION IN AND OUT OF THE CLASSROOM, AND OTHER INSTRUCTION FOR LIFE-LONG LEARNING ARE JUST A FEW WAYS UNITED WAY SUPPORTS EDUCATION. MORE THAN 330 CHILDREN RECEIVED EARLY CARE AND EDUCATION TO HELP THEM BEGIN THEIR SCHOOL YEARS READY TO LEARN. 571 STUDENTS PARTICIPATED IN AFTER-SCHOOL YOUTH ACTIVITIES AND PROGRAMS. AREA BUSINESSES PARTNERED WITH MORE THAN 500 STUDENTS TO HELP THEM LEARN ABOUT LOCAL EMPLOYERS AND EDUCATION REQUIRED TO WORK IN PARTICULAR JOBS. 156 TEENS FOUND A SAFE PLACE TO HANG OUT, WORK ON HOMEWORK & LIFE SKILLS, AND CONNECT WITH PEERS AND MENTORS AT A TEEN DROP-IN CENTER. THOUSANDS OF NEW AND GENTLY LOVED BOOKS WERE DISTRIBUTED TO LOCAL CHILDREN TO ENCOURAGE THEIR LOVE OF READING AND BUILD THEIR HOME LIBRARIES.HEALTH: IN THE GREATER ST. JOSEPH AREA, YOUR CONTRIBUTIONS HELP PEOPLE OF ALL AGES IMPROVE THEIR PHYSICAL AND MENTAL WELL-BEING. HEALTH IS PROMOTED THROUGH FITNESS AND WELLNESS ACTIVITIES, NUTRITION AND IN-HOME SERVICES, COUNSELING, AND OTHER IMPORTANT PROGRAMS. GOOD HEALTH IS CRUCIAL FOR EVERYONE. MORE THAN 4,000 ADULTS AND CHILDREN RECEIVED NEEDED MENTAL HEALTH SERVICES. 494 SENIOR ADULTS RECEIVED 83,185 NUTRITIOUS MEALS TO HELP MAINTAIN HEALTH. MORE THAN 1,100 PEOPLE WORKED THROUGH ALCOHOL AND DRUG ADDICTION RECOVERY. 217 PEOPLE RECEIVED COUNSELING RELATED TO DOMESTIC AND SEXUAL VIOLENCE. 113 CHILDREN WITH A DISABILITY OR SPECIAL NEED AND THEIR FAMILIES RECEIVED SERVICES THAT HELPED THE CHILDREN WORK TOWARD IMPORTANT DEVELOPMENTAL MILESTONES.FINANCIAL STABILITY: STABLE HOUSEHOLD FINANCES ARE IMPORTANT FOR DAILY LIVING, WHICH IS WHY UNITED WAY OF GREATER ST. JOSEPH ALSO FOCUSES ON FINANCIAL STABILITY. UNITED WAY SUPPORTS EFFORTS FOR FAMILIES AND INDIVIDUALS IN CRISIS. SUCH EFFORTS INCLUDE FOOD, DISASTER RELIEF, INFORMATION AND REFERRAL, AND SHELTER SERVICES RELATED TO HOMELESSNESS OR DOMESTIC VIOLENCE. UNITED WAY IS ALSO WORKING TO PREVENT FINANCIAL SITUATIONS FOR BECOMING PROBLEMS IN THE FIRST PLACE. 381 MEN, WOMEN, AND CHILDREN RECEIVED 17,305 NIGHTS OF EMERGENCY SHELTER. 153 LOW-INCOME OR ELDERLY PEOPLE WERE REPRESENTED AT NO COST FOR NON-CRIMINAL COURT CASES. 112 PREVIOUSLY HOMELESS HOUSEHOLDS (176 PEOPLE) LIVED IN TRANSITIONAL, PERMANENT, OR SUPPORTIVE HOUSING. 1,374 HOUSEHOLDS RECEIVED MORE THAN $1,000,000 IN TAX REFUNDS THROUGH FREE TAX PREPARATION. 153 ADULTS WITH DISABILITIES HELD JOBS THROUGH SHELTERED AND SUPPORTED EMPLOYMENT. AREA RESIDENTS SAVED $257,985 ON PRESCRIPTION MEDICATIONS WITH A PRESCRIPTION DISCOUNT CARD. A PORTION OF EACH YEAR'S CAMPAIGN IS HELD IN A GRANT MAKING FUND CALLED THE UNITED WAY COMMUNITY INVESTMENT FUND. THROUGH THIS GRANT OPPORTUNITY, AREA NON-PROFITS THAT MEET UNITED WAY'S CRITERIA IN FINANCIAL ACCOUNTABILITY, PROGRAM DELIVERY AND OUTCOMES ARE ELIGIBLE TO APPLY FOR GRANTS TO FURTHER MEET COMMUNITY OR AGENCY NEEDS. COMMUNITY INVESTMENT FUND GRANTS CAN HELP INNOVATIVE PROGRAMS BEGIN, BUILD CAPACITY, MEET ORGANIZATIONAL NEEDS WITHIN AGENCIES SO THEY CAN CONTINUE THEIR MISSION TO THE FULLEST OR MINIMIZE THE IMPACT TO CLIENTS WHEN SIGNIFICANT PROGRAM CHANGES OCCUR. 239983 3537 22249 UNITED WAY INITIATIVES AND PROGRAMSSINGLECARE PRESCRIPTION ASSISTANCE SAVING RESIDENTS MONEY ON PRESCRIPTION MEDICATION WITH A FREE PRESCRIPTION DISCOUNT CARD SINCE 2007. THE UNITED WAY SINGLECARE PRESCRIPTION DISCOUNT CARD CAN BE USED AS OFTEN AS NEEDED BY ANYONE FOR ANY QUALIFYING PRESCRIPTION; IT IS LIKE A REUSABLE COUPON FOR MANY DIFFERENT PRESCRIPTIONS. DURING 2021, PEOPLE IN THE AREA SAVED MORE THAN $250,000. THE GREATER ST. JOSEPH COMMUNITY HAS EXCEEDED $2.6 MILLION IN SAVINGS ON PRESCRIPTIONS SINCE THE PROGRAM'S BEGINNING. TO OBTAIN A CARD, PLEASE CALL THE UNITED WAY OFFICE OR VISIT THE UNITED WAY WEBSITE.FINANCIAL STABILITY PROVIDING OPPORTUNITIES FOR INDIVIDUALS AND FAMILIES TO BECOME FINANCIALLY SELF-SUFFICIENT SINCE 2009.IN 2021, UNITED WAY PROMOTED FREE TAX PREPARATION SERVICES OFFERED THROUGH PARTNER AGENCY INTERSERV. INTERSERV HELPED 1,354 COMMUNITY MEMBERS FILE TAX RETURNS AND RECEIVE REFUNDS TOTALING NEARLY $1,000,000. TWENTY HOUSEHOLDS USED MYFREETAXES.COM, AN ONLINE SERVICE MADE AVAILABLE THROUGH UNITED WAY, TO FILE THEIR RETURNS.LEADERSHIP ST. JOSEPH BUILDING THE SKILLS OF INDIVIDUALS TO BE EFFECTIVE LEADERS IN THE COMMUNITY SINCE 1982.UNITED WAY LEADERSHIP ST. JOSEPH IS AN ANNUAL, YEAR-LONG LEADERSHIP DEVELOPMENT PROGRAM FOR ADULTS LIVING OR WORKING IN THE ST. JOSEPH AREA. THE PROGRAM HELPS CREATE A NETWORK OF TRAINED INDIVIDUALS WILLING TO ENGAGE IN LEADERSHIP AND COMMUNITY SERVICE WITH ENHANCED KNOWLEDGE OF OUR COMMUNITY'S OPPORTUNITIES, REALITIES AND CHALLENGES. IN 2021, THE PROGRAM WAS CONDUCTED VIRTUALLY, AND THIRTEEN COMMUNITY MEMBERS COMPLETED THE PROGRAM. SINCE 1982, THE TOTAL NUMBER OF PROGRAM GRADUATES IS 948. DURING THE YEAR, PARTICIPANTS LEARNED AND PRACTICED PROJECT DEVELOPMENT AND ESSENTIAL LEADERSHIP SKILLS. THE CLASS WAS DIVIDED INTO TWO GROUPS AND WAS CHALLENGED TO LEARN THE PROCESS OF DEVELOPING A PROJECT THAT WOULD MEET A COMMUNITY NEED. ONE GROUP CREATED THE OUTLINE FOR A FINANCIAL LITERACY PROGRAM WHILE THE OTHER CREATED A GUIDE FOR HOSTING A COMMUNITY SOCK DRIVE. THE 2021 DISTINGUISHED LEADER AWARD WAS PRESENTED TO MARY BETH REVELS, 2005 UNITED WAY LEADERSHIP ST. JOSEPH GRADUATE. THE DISTINGUISHED LEADER AWARD IS PRESENTED EVERY YEAR TO AN INDIVIDUAL WHO EXEMPLIFIES LEADERSHIP WHILE SERVING THE GREATER ST. JOSEPH COMMUNITY. IN 2022, UNITED WAY LEADERSHIP ST. JOSEPH LOOKS FORWARD TO CELEBRATING 40 YEARS OF THE PROGRAM. PROFIT IN EDUCATION IMPROVING THE EDUCATION LEVEL OF THE POTENTIAL AND CURRENT WORKFORCE SINCE 1989.UNITED WAY PROFIT IN EDUCATION WORKS TO INCREASE THE HIGH SCHOOL GRADUATION RATE AND COLLABORATE WITH AND SUPPORT EDUCATION EFFORTS ACROSS THE COMMUNITY. THOUSANDS OF BOOKS WERE DISTRIBUTED DURING THE SUMMER THROUGH A PROGRAM CALLED UNITED WAY TAKE A BOOK TUESDAY. BOOKS WERE GIVEN TO AREA CHILDREN ON TUESDAYS IN JUNE, JULY AND AUGUST THROUGH SCHOOL-AGE CHILD CARE PROVIDERS AND SECOND HARVEST'S NO HUNGER SUMMER. MANY LOCAL BUSINESSES, ORGANIZATIONS AND INDIVIDUALS DONATED THOUSANDS OF BOOKS, BOOKMARKS AND ENCOURAGING NOTES. TEACHERS AND SCHOOLS WERE ALSO ABLE TO PICK UP BOOKS FOR STUDENTS AND THEIR CLASSROOM LIBRARIES. UNITED WAY SPEAKERS' BUREAU LINKED VOLUNTEERS FROM DIFFERENT INDUSTRIES WITH CLASSROOMS, CAREER DAYS AND EVENTS TO HELP STUDENTS LEARN ABOUT VARIOUS CAREERS AND EMPLOYER EXPECTATIONS. MORE THAN 500 STUDENTS LEARNED ABOUT CAREERS FROM PEOPLE IN A SPECIFIC FIELD, INCLUDING BUSINESS, SKILLED TRADES, INFORMATION TECHNOLOGY, PUBLIC SAFETY AND HEALTHCARE. MORE THAN 35 LOCAL PROFESSIONALS VOLUNTEERED AND SHARED ABOUT THEIR CAREERS IN 2021. UNITED WAY ALSO ASSISTED WITH VIRTUAL CAREER DAYS AND FIELD TRIPS. SUCCESS BY 6 PREPARING CHILDREN TO BE SUCCESSFUL LEARNERS WHEN THEY BEGIN KINDERGARTEN SINCE 1999. UNITED WAY SUCCESS BY 6 WORKS TO PREPARE ALL CHILDREN TO BE SUCCESSFUL LEARNERS WHEN THEY BEGIN KINDERGARTEN. THE INITIATIVE WORKS THROUGH COMMUNITY-WIDE COLLABORATIONS TO SUPPORT PARENTS, CHILD CARE PROVIDERS AND OTHERS TO FACILITATE THE DEVELOPMENT OF CHILDREN AGED BIRTH TO SIX. AS THE PANDEMIC CONTINUED, ACTIVITIES WERE ADAPTED AND FOCUS WAS DIRECTED TO THE AREAS THAT NEEDED THE MOST SUPPORT. UNITED WAY SUCCESS BY 6 CONNECTED CHILD CARE PROVIDERS WITH RESOURCES AT THE LOCAL, STATE AND NATIONAL LEVELS. ADDITIONALLY, UNITED WAY PARTICIPATED IN STATEWIDE DISCUSSIONS, PROVIDING A VOICE FOR CHILD CARE PROVIDERS AND FAMILIES IN OUR REGION. OPPORTUNITIES FOR PARENTS AND PRIMARY CAREGIVERS WERE OFFERED THROUGHOUT THE YEAR. UNITED WAY KINDERCLUB AT HOME, A RESOURCE THAT EMPOWERS PARENTS TO PREPARE THEIR CHILDREN TO BE SUCCESSFUL LEARNERS, WAS MADE AVAILABLE THROUGH STJOSEPHUNITEDWAY.ORG. THROUGH PARTNERSHIP WITH COMMUNITY ACTION PARTNERSHIP HEAD START, CONSCIOUS DISCIPLINE CLASSES FOR PARENTS AND PRIMARY CAREGIVERS WERE MADE AVAILABLE IN AN ONLINE ENVIRONMENT. UNITED WAY SUCCESS BY 6 SUPPORTED EARLY CARE AND EDUCATION PROVIDERS WITH VIRTUAL TRAININGS, LEADERSHIP DEVELOPMENT AND SCHOLARSHIPS IN 2021. EARLY CARE AND EDUCATION PROVIDERS TOOK PART IN 14 TRAINING OPPORTUNITIES ON VARIOUS TOPICS AND SEVEN FINANCIAL SCHOLARSHIPS WERE AWARDED TO EARLY EDUCATORS TO PURSUE ASSOCIATE'S AND BACHELOR'S DEGREES IN EARLY EDUCATION. UNITED WAY ALSO HOSTED NETWORKING GROUPS FOR PARENT EDUCATION PROFESSIONALS IN THE REGION AND CHILD CARE DIRECTORS. UNITED WAY CONTINUES TO SERVE AS A CAPACITY BUILDING PARTNER FOR CHILD CARE AWARE OF MISSOURI IN THE NORTHWEST REGION OF THE STATE. THIS ROLE HAS ALLOWED UNITED WAY TO EXPAND ITS IMPACT AND SUPPORT OF EARLY CARE AND EDUCATION IN THE REGION. IN 2021, UNITED WAY AND CAMERON SCHOOL DISTRICT WERE NAMED CO-LEADERS OF THE MISSOURI DEPARTMENT OF ELEMENTARY AND SECONDARY EDUCATION REGIONAL HUB READINESS PROJECT FOR A MULTI-COUNTY REGION. ALONG WITH CAMERON SCHOOL DISTRICT, UNITED WAY CONVENED REGIONAL STAKEHOLDERS TO DISCUSS STRATEGIES TO SUPPORT YOUNG CHILDREN.UNMET NEEDS COMMITTEE COLLABORATING TO CONNECT PEOPLE TO RESOURCES TO SOLVE IMMEDIATE NEEDS WITH LASTING IMPACT SINCE 1993. UNITED WAY UNMET NEEDS COMMITTEE IS A GROUP COMPRISED OF REPRESENTATIVES FROM NON-PROFITS, CHURCHES, UTILITY COMPANIES, GOVERNMENT AGENCIES AND COMMUNITY MEMBERS WHO MEET REGULARLY TO IDENTIFY RESOURCES AND SOLUTIONS FOR CASES BROUGHT BEFORE THEM BY AGENCIES. IN 2021, POTENTIAL CASES WERE ABLE TO BE HANDLED THROUGH OTHER RESOURCES OR CONNECTIONS TO OTHER AGENCIES. VOLUNTEER CENTER CONNECTING THE COMMUNITY THROUGH VOLUNTEERISM SINCE 2009. UNITED WAY VOLUNTEER CENTER IS A CENTRAL RESOURCE FOR VOLUNTEER NEEDS ACROSS THE GREATER ST. JOSEPH AREA. INDIVIDUALS, GROUPS AND CORPORATIONS SEEKING VOLUNTEER OPPORTUNITIES CAN FIND A VARIETY OF OPTIONS CALLING FOR VARYING LEVELS OF COMMITMENT AVAILABLE AT MANY DIFFERENT NON-PROFIT ORGANIZATIONS. IN 2021, VIRTUAL UNITED WAY COMMUNITY VOLUNTEER RESOURCE NETWORK (CVRN) MEETINGS WERE ATTENDED BY INDIVIDUALS WHO MANAGE VOLUNTEERS FOR LOCAL ORGANIZATIONS. CVRN PROMOTES AND DEVELOPS EFFECTIVE VOLUNTEER MANAGEMENT PROGRAMS IN THE COMMUNITY AND ENHANCES THE KNOWLEDGE, SKILLS AND CONNECTIONS AMONG MEMBERS. UNITED WAY IS BUILDING THE CAPACITY OF COMMUNITY VOLUNTEER COORDINATORS THROUGH THE NETWORK. THE TRADITIONAL UNITED WAY STUFF THE BUS! SCHOOL SUPPLIES DRIVE RETURNED. MORE THAN 100 VOLUNTEERS HELPED COLLECT SCHOOL SUPPLIES AT SOUTH BELT WALMART. SUPPLIES COLLECTED WERE DISTRIBUTED THROUGH THE SALVATION ARMY BACK-TO-SCHOOL FAIR AND TO AREA SCHOOLS. NEARLY 100 VOLUNTEER OPPORTUNITIES FROM MORE THAN 27 LOCAL AGENCIES WERE SHARED THROUGH UNITED WAY VOLUNTEER CENTER. 105974 COMMUNICATIONSIT TAKES STRONG COMMUNITY SUPPORT TO PRODUCE THE LEVEL OF PROGRAM ACHIEVEMENTS AND SUSTAINING THAT SUPPORT REQUIRES AN ACTIVE COMMUNICATIONS EFFORT. UNITED WAY LETS DONORS AND THE GENERAL PUBLIC KNOW ABOUT THE ORGANIZATION'S ACCOMPLISHMENTS THROUGH PRINTED MATERIALS INCLUDING; AN ANNUAL REPORT, E-NEWSLETTERS, WEB SITE, VIDEO PRODUCTIONS, MEDIA OUTREACH, AND SPECIAL EVENTS. 74145 OTHER PROGRAMSGENERAL ACTIVITIES OF THE UNITED WAY, WHICH CONTRIBUTE TO BUILDING COMMUNITY COALITIONS, PARTICIPATING IN COMMUNITY GROUPS AND SUPPORTING COMMUNITY PLANNING, ARE ACCOUNTED FOR IN THE COMMUNITY BUILDING PROGRAM. UNITED WAY'S ROLE GOES FAR BEYOND THE RAISING AND ALLOCATING OF DOLLARS AND IMPLEMENTATION OF INITIATIVES AND PROGRAMMING. UNITED WAY PARTICIPATES IN A NUMBER OF COMMUNITY COALITIONS, COMMITTEES, TASK FORCES AND EFFORTS THAT IMPROVE THE COMMUNITY. IN MANY CASES UNITED WAY IS AN ACTIVE PARTICIPANT, PROVIDING STAFF RESOURCES, LEADERSHIP, FACILITATION, ADVOCACY AND ACTION. CONTINUUM OF CARE FOR HOMELESS SERVICES - MERIL NETWORKING LUNCHES - COAD (COMMUNITY ORGANIZATIONS ACTIVE IN DISASTER) - LEPC (LOCAL EMERGENCY PLANNING COMMITTEE) - EARLY CHILDHOOD COMPREHENSIVE SYSTEMS STATE STEERING COMMITTEE - MOSAIC LIFE CARE FOUNDATION PATHWAYS TO PROSPERITY COMMITTEE - MOSAIC LIFE CARE FOUNDATION EARLY LEARNING PATHWAYS COMMITTEE - MOSAIC LIFE CARE FOUNDATION CHILDREN'S DISCOVERY CENTER COMMITTEE - COMMERCE BANK CRA BOARD (COMMUNITY REINVESTMENT ACT) - ST. JOSEPH CHAMBER OF COMMERCE WORKFORCE DEVELOPMENT COMMITTEE - ST. JOSEPH CHAMBER OF COMMERCE DIPLOMATS - ST. JOSEPH CHAMBER OF COMMERCE MEMBER COUNCIL - ST. JOSEPH CHAMBER OF COMMERCE GOVERNMENT RELATIONS COMMITTEE - ST. JOSEPH CHAMBER OF COMMERCE FINANCE COMMITTEE - ST. JOSEPH COMMUNITY ALLIANCE - IMAGINE ST. JOSEPH 2040 IMPLEMENTATION TEAM - DOWNTOWN ROTARY CLUB #32 - DOWNTOWN ROTARY CLUB #32 BOARD OF DIRECTORS - KIWANIS CLUB OF ST. JOSEPH - KIWANIS CLUB OF ST. JOSEPH BOARD OF DIRECTORS - ST. JOSEPH SCHOOL DISTRICT PARENTS AS TEACHERS ADVISORY COMMITTEE - ST. JOSEPH SCHOOL DISTRICT SCHOOL COUNSELING ADVISORY COUNCIL - MISSOURI WESTERN STATE UNIVERSITY CRAIG SCHOOL OF BUSINESS ADVISORY COMMITTEE - MISSOURI CHILD CARE ADVISORY GROUP - KIDS WIN MISSOURI EARLY CHILDHOOD WORKGROUP - MAXIMIZE NORTHWEST MISSOURI COMMUNICATIONS TEAM - MISSOURI EARLY CONNECTIONS REGIONAL HUB COLLABORATIVE NETWORK - CHILD CARE AWARE OF MISSOURI CAPACITY BUILDING PARTNER GROUP - OPIOID TASK FORCE - COMMUNITY BEHAVIORAL HEALTH ALLIANCE - PREGNANT WOMEN AND SUBSTANCE USE WORKGROUP - MISSOURI PRESCHOOL DEVELOPMENT GRANT STAKEHOLDER GROUP 74145 2401469 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 9 0 8 1 0 0 0 0 0 0 0 0 0 0 X 35 35 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X KYLEE STROUGH 8163642381 118 S 5TH ST ST JOSEPH MO 64501 STROUGH KYLEE PRESIDENT/CEO 50.00 X 107152 0 13599 SHIELDS BRANDT CHAIR THRU 6/30/21 3.00 X X 0 0 0 GRAYSON JASON VICE CHAIR / CHAIR 3.00 X X 0 0 0 CAROLUS KATIE SECRETARY 2.00 X X 0 0 0 HURD RENEE TREASURER THRU 2/3/21 1.00 X X 0 0 0 GOULD PHIL TREASURER 2.00 X X 0 0 0 RICHMOND TOM CAMPAIGN CHAIR 3.00 X X 0 0 0 MODLIN TERRI CAMPAIGN VICE CHAIR 3.00 X X 0 0 0 KRAMER ERIC COMMUNITY INVESTMENT CO-CH 2.00 X 0 0 0 MICHAUD PHIL COMMUNITY INVESTMENT CO-CH 2.00 X 0 0 0 CLARK CHRISTOPHER MARKETING/COMMUNICATIONS C 1.00 X 0 0 0 ALBERS SCOTT BOARD MEMBER 1.00 X 0 0 0 BUNDY KENDRA BOARD MEMBER 1.00 X 0 0 0 BUSH STEPHANIE BOARD MEMBER 1.00 X 0 0 0 CLARK MICHELLE BOARD MEMBER 1.00 X 0 0 0 DOOLAN MICHAEL BOARD MEMBER 1.00 X 0 0 0 GLENN JAN BOARD MEMBER 1.00 X 0 0 0 HEGEMAN JOE BOARD MEMBER 1.00 X 0 0 0 HOLLARS JEREMIAH BOARD MEMBER 1.00 X 0 0 0 HURST MIKE BOARD MEMBER 1.00 X 0 0 0 INSCHO DARRICK BOARD MEMBER 1.00 X 0 0 0 LEE JANELLE BOARD MEMBER 1.00 X 0 0 0 LOVE ANDREW BOARD MEMBER 1.00 X 0 0 0 MCGINNIS ASHLY BOARD MEMBER 1.00 X 0 0 0 MOORE MIKE BOARD MEMBER 1.00 X 0 0 0 ROSONKE DENNIS BOARD MEMBER 1.00 X 0 0 0 SCHMITTER CHRIS BOARD MEMBER 1.00 X 0 0 0 SCHMITZ DOUG BOARD MEMBER 1.00 X 0 0 0 SIGRIST ROBERT BOARD MEMBER 1.00 X 0 0 0 SOPER JEN BOARD MEMBER 1.00 X 0 0 0 SOWELL NICOLE BOARD MEMBER 1.00 X 0 0 0 STEIN ADAM BOARD MEMBER 1.00 X 0 0 0 STEWART JESSICA BOARD MEMBER 1.00 X 0 0 0 VEALE CYNDE BOARD MEMBER 1.00 X 0 0 0 WAGNER TAMA BOARD MEMBER 1.00 X 0 0 0 WOLLENMAN NICK BOARD MEMBER 1.00 X 0 0 0 WYBLE MARK BOARD MEMBER 1.00 X 0 0 0 107152 0 13599 1 0 0 0 0 141552 2528060 52835 2669612 FUNDRAISING SERVICES 624100 23268 23268 LEADERSHIP PROGRAMS 611430 20853 20853 EFSP 624100 1211 1211 SUCCESS BY 6 SEMINARS 611710 185 185 45517 166883 166883 9900 0 9900 9900 9900 932646 286821 645825 645825 645825 OTHER INCOME 900099 145 145 145 3537882 45517 0 822753 1922211 1922211 30965 30965 120751 76073 43470 1208 217374 132722 81459 3193 11190 5951 5083 156 34716 20428 13769 519 25391 15630 9426 335 22242 13167 8764 311 54291 50012 4279 2684 1536 1112 36 13581 8145 5436 13922 7727 5005 1190 44171 25003 18577 591 4830 2860 1902 68 34993 4229 30764 39668 23484 15629 555 41708 25004 16089 615 9032 5346 3559 127 EQUIP RENT/MAINTENANCE 15224 8977 6035 212 PARENT AWARENESS ITEMS 7016 7016 AWARDS (NON ASSISTANCE 525 525 TRAINING 76 76 14876 14382 153 341 2681437 2401469 234311 45657 1269532 1508778 803944 952474 1840672 1730121 7853 12138 943223 710652 267988 232571 9803846 11021701 13993835 15457783 1585552 1781565 8351 9000 63000 0 1656903 1790565 X 7689572 8556229 4647360 5110989 12336932 13667218 13993835 15457783 856445 473841 0 X 0 1 X 1 0 X 2930507 2879263 3263059 2430855 2669612 14173296 2930507 2879263 3263059 2430855 2669612 14173296 115669 14057627 222286 239649 253651 219868 176783 1112237 10842 454 1820 330 145 13591 15299124 286380 0.91890 0.91550 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2017 AMOUNT: $ 10,842. 2018 AMOUNT: $ 454. 2019 AMOUNT: $ 1,820. 2020 AMOUNT: $ 330. 2021 AMOUNT: $ 145. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6066490 213969 739786 107387 6912858 5416046 101899 642328 93783 6066490 4135988 491424 788634 5416046 4133625 194133 -141770 50000 4135988 3637880 105518 440227 50000 4133625 0.25150 0.71670 0.03180 0 0 33400 33400 844739 652460 192279 65084 58192 6892 232571 X 4006926 473841 49494 523335 3483591 54291 54291 3537882 2676640 49494 49494 2627146 54291 54291 2681437 PART V, LINE 4: SUCCESS BY 6 ENDOWMENT - THE FUNDS IN THIS ACCOUNT WILL BE USED TO SUPPORT THE SUCCESS BY 6 INITIATIVE. FUNDS IN THIS ACCOUNT INCLUDE DONOR RESTRICTED FUNDS. A TOTAL RETURN INVESTMENT PHILOSOPHY WILL BE USED. UP TO 4% ANNUALLY OF THE 3-YEAR ROLLING AVERAGE OF THE TOTAL MARKET VALUE (MARKET VALUE TO BE DETERMINED AS OF THE LAST BUSINESS DAY OF THE PRECEDING YEAR) OF THE ACCOUNT, CAN BE USED THE FOLLOWING YEAR AT THE UNITED WAY BOARD OF DIRECTORS' DISCRETION. DISTRIBUTIONS WILL NEED TO BE APPROVED BY THE UNITED WAY BOARD OF DIRECTORS. OPERATING ENDOWMENT - THE FUNDS IN THIS ACCOUNT WILL BE USED TO REPLENISH ANY SMALL LOSSES SUSTAINED DURING NORMAL OPERATIONS. A TOTAL RETURN INVESTMENT PHILOSOPHY WILL BE USED. UP TO 4% OF THE 3-YEAR ROLLING AVERAGE OF THE TOTAL MARKET VALUE (MARKET VALUE TO BE DETERMINED AS OF THE LAST BUSINESS DAY OF THE PRECEDING YEAR), CAN FLOW INTO THE UNITED WAY OPERATIONS FOR THE FOLLOWING YEAR OR BE USED AS THE BOARD DEEMS REASONABLE. DISTRIBUTIONS WILL NEED TO BE APPROVED BY THE UNITED WAY BOARD OF DIRECTORS. CRYSTAL CIRCLE ENDOWMENT - FUNDS IN THIS ACCOUNT INCLUDE PERMANENTLY RESTRICTED DONOR FUNDS. A TOTAL RETURN INVESTMENT PHILOSOPHY WILL BE USED. UP TO 4% OF THE 3-YEAR ROLLING AVERAGE OF THE TOTAL MARKET VALUE (MARKET VALUE TO BE DETERMINED AS OF THE LAST BUSINESS DAY OF THE PRECEDING YEAR) CAN FLOW INTO THE ANNUAL CAMPAIGN THE FOLLOWING YEAR TO FULFILL PERPETUAL CRYSTAL CIRCLE GIFTS FROM THE DONOR(S). DISTRIBUTIONS WILL NEED TO BE APPROVED BY THE UNITED WAY BOARD OF DIRECTORS. UNITED WAY ENDOWMENT - INVESTED AS A PART OF GENERAL RESERVES, THE UNITED WAY ENDOWMENT INCLUDES PERMANENTLY RESTRICTED DONOR FUNDS. UP TO 4% OF THE 3-YEAR ROLLING AVERAGE OF THE TOTAL MARKET VALUE (MARKET VALUE TO BE DETERMINED AS OF THE LAST BUSINESS DAY OF THE PRECEDING YEAR), CAN FLOW INTO THE OPERATING ENDOWMENT ACCOUNT FOR THE FOLLOWING YEAR. PART X, LINE 2: THE ORGANIZATION IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION. THEREFORE, NO INCOME OR EXCISE TAXES HAVE BEEN PROVIDED FOR IN THE FINANCIAL STATEMENTS. THE ORGANIZATION FOLLOWS THE STANDARD FOR EVALUATING UNCERTAIN TAX POSITIONS AND HAS DETERMINED NO LIABILITY SHOULD BE RECORDED FOR UNCERTAIN TAX POSITIONS. 1 BIG BROTHERS AND BIG SISTERS 1202 SOUTH 28TH ST ST JOSEPH MO 64507 436068464 501C3 38230 0 GENERAL OPERATING COSTS BOY SCOUTS-PONY EXPRESS COUNCIL 1704 BUCKINGHAM ST JOSEPH MO 64506 440546279 501C3 103419 0 GENERAL OPERATING COSTS CATHOLIC CHARITIES 902 EDMOND STE 204 ST JOSEPH MO 64501 430887779 501C3 91439 0 GENERAL OPERATING COSTS CHILDREN'S MERCY HOSPITAL 2401 GILLHAM RD KANSAS CITY MO 64108 440605373 501C3 42508 0 GENERAL OPERATING COSTS COMMUNITY MISSIONS CORPORATION 700 OLIVE ST ST JOSEPH MO 64501 900180479 501C3 28354 0 GENERAL OPERATING COSTS FAMILY GUIDANCE CENTER 724 NORTH 22ND ST ST JOSEPH MO 64501 440666362 501C3 268746 0 GENERAL OPERATING COSTS AND MED AID PROGRAM INTERFAITH COMMUNITY SERVICES 200 CHEROKEE ST JOSEPH MO 64504 440545910 501C3 387920 0 GENERAL OPERATING COSTS AND COVID-19 RELIEF LEGAL AID OF WESTERN MISSOURI 106 SOUTH 7TH ST 4TH FLR ST JOSEPH MO 64501 430824638 501C3 66452 0 GENERAL OPERATING COSTS NORTHWEST MISSOURI COMMUNITY SERVICES 1203 NORTH 6TH ST ST JOSEPH MO 64501 431496809 501C3 142966 0 GENERAL OPERATING COSTS, FLOOD RELIEF, AND COVID-19 RELIEF. SALVATION ARMY 622 MESSANIE ST JOSEPH MO 64501 440545998 501C3 37680 0 GENERAL OPERATING COSTS SPECIALTY INDUSTRIES OF ST JOSEPH INC 3801 SOUTH LEONARD RD ST JOSEPH MO 64503 430896903 501C3 9049 0 GENERAL OPERATING COSTS ST JOSEPH SAFETY AND HEALTH COUNCIL 118 SOUTH 5TH LOWER LEVEL ST JOSEPH MO 64501 440548468 501C3 71102 0 GENERAL OPERATING COSTS THE CENTER 902 EDMOND STE 203 ST JOSEPH MO 64501 431615018 501C3 79002 0 GENERAL OPERATING COSTS UNITED CEREBRAL PALSY OF NORTHWEST MISSOURI 3303 FREDERICK AVE ST JOSEPH MO 64506 430909607 501C3 175112 0 GENERAL OPERATING COSTS YMCA 315 SOUTH 6TH ST JOSEPH MO 64501 440552491 501C3 96087 0 GENERAL OPERATING COSTS YWCA 304 NORTH 8TH ST JOSEPH MO 64501 440552219 501C3 230859 0 GENERAL OPERATING COSTS BARTLETT CENTER 409 SOUTH 18TH ST JOSEPH MO 64501 237116216 501C3 39852 0 GENERAL OPERATING COSTS COMMUNITY ALLIANCE - ST JOSEPH CHAMBER OF COMMERCE 3003 FREDERICK AVE ST JOSEPH MO 64506 440419460 501C3 10000 0 GENERAL OPERATING COSTS 18 18 FLOOD RELIEF 18 25545 FAIR MARKET VALUE SUPPLIES COVID-19 6 1584 FAIR MARKET VALUE SUPPLIES SCHOLARSHIPS 5 3537 DENTAL ASSISTANCE 1 250 TRANSPORTATION 1 49 PART I, LINE 2: THE UNITED WAY MONITORS GRANT FUNDS BY REQUIRING GRANT RECIPIENTS TO SUBMIT TO THE UNITED WAY BUDGET FORMS ON AN ANNUAL BASIS. GRANT RECIPIENTS MUST ALSO SUBMIT ANNUAL OUTCOME REPORTS DETAILING THEIR ACCOMPLISHMENTS. MONTHLY FINANCIAL STATEMENTS ARE ALSO REQUIRED PRIOR TO A RELEASE OF AN AGENCY'S MONTHLY ALLOCATION. GRANTEES MUST ALSO PROVIDE TO THE UNITED WAY A YEAR-END REPORT AND AN UP-TO-DATE AUDIT CONDUCTED BY A PROFESSIONAL INDEPENDENT AUDITOR. OTHER SPECIFIC FINANCIAL MATERIALS MAY BE REQUESTED, AS NECESSARY. THIS INFORMATION IS NOT ONLY REVIEWED BY THE UNITED WAY STAFF, BUT BY COMMUNITY VOLUNTEERS ON A YEARLY BASIS. X 12908 RETAIL VALUE X 7 17763 FAIR MARKET VALUE X 3 2099 RETAIL VALUE X SCHOOL SUPPLIES 1 14231 RETAIL VALUE X OTHER SUPPLIES 3 5184 RETAIL VALUE X PROTECTIVE EQUIPMENT 1 650 RETAIL VALUE 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A IN LIMITED INSTANCES WHEN THE FULL BOARD IS NOT ABLE TO MEET, AND A TIME SENSITIVE DECISION NEEDS TO BE MADE, AUTHORITY MAY BE GIVEN TO THE EXECUTIVE COMMITTEE TO MAKE DECISIONS. THE EXECUTIVE COMMITTEE IS COMPRISED OF THE OFFICERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 EACH CONTRIBUTOR TO THE MOST RECENTLY COMPLETED UNITED WAY ANNUAL FUNDRAISING CAMPAIGN IS A MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE GENERAL MEMBERSHIP ELECTS THE BOARD OF DIRECTORS AT THE ANNUAL MEETING. TERMS OF BOARD MEMBERS ARE STAGGERED, WITH ONE-THIRD OF MEMBERS BEING ELECTED EACH YEAR. THE BOARD MEMBERS MAY ELECT REPLACEMENT BOARD MEMBERS DURING THE YEAR IF A VACANCY SHOULD OCCUR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. A COMPLETED FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS AT A REGULAR MEETING PRIOR TO THE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE UNITED WAY OF GREATER ST JOSEPH REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY BY: 1) MAINTAINING RECORDS OF THE CONFLICT OF INTEREST FORMS COMPLETED AND SIGNED EACH YEAR BY BOARD MEMBERS AND KEY STAFF; 2) REQUIRING MEMBERS TO DISCLOSE ANY DUALITY OR CONFLICT OF INTEREST ON ANY MATTER COMING TO A VOTE BY THE BOARD, PRIOR TO THAT VOTE BEING TAKEN. A MEMBER DISCLOSING A CONFLICT OF INTEREST MAY NOT VOTE ON THE MATTER AND THE MINUTES OF THE MEETING MUST REFLECT THAT A DISCLOSURE WAS MADE AND THAT THERE WAS AN ABSTENTION BY THAT MEMBER. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING THE COMPENSATION OF THE PRESIDENT AND CEO OF THE UNITED WAY OF GREATER ST JOSEPH INCLUDES THE FOLLOWING STEPS: 1) THE PRESIDENT COMPLETES A SELF EVALUATION FORM THAT ENUMERATES THE GOALS AND ACCOMPLISHMENTS OF THE YEAR. THIS FORM IS SUBMITTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. 2) THE EXECUTIVE COMMITTEE AND ANY BOARD MEMBER WHO WOULD LIKE TO PARTICIPATE MEETS WITH THE PRESIDENT AND REVIEWS THE PRESIDENT'S ACCOMPLISHMENTS FOR THE YEAR, MONITORING PROGRESS TOWARDS GOALS. 3) THE EXECUTIVE COMMITTEE CONSIDERS THE UNITED WAY WORLDWIDE SALARY SURVEY OF COMPARABLE UNITED WAYS AND OTHER NONPROFIT ORGANIZATIONS IN THE REGION. ALL MOTIONS ARE RECORDED IN EXECUTIVE COMMITTEE MINUTES. 4) THE EXECUTIVE COMMITTEE PRESENTS INFORMATION ON THE ENTIRE EVALUATION TO THE BOARD OF DIRECTORS, ALONG WITH A SALARY RECOMMENDATION FOR THE PRESIDENT. THE BOARD THEN REVIEWS THE INFORMATION PROVIDED AND ASKS ADDITIONAL QUESTIONS IF DESIRED. THE BOARD OF DIRECTORS MUST APPROVE THE RECOMMENDATION OR MAKE THEIR OWN RECOMMENDATION ON THE COMPENSATION OF THE PRESIDENT AND CEO. THE RECOMMENDATION IS VOTED ON BY THE BOARD AND RECORDED IN THE MINUTES OF THE DECEMBER BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15B: NO OTHER COMPENSATED INDIVIDUALS MEET THE IRS DEFINITION OF OFFICER OR KEY EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT THE UNITED WAY OF GREATER ST. JOSEPH OFFICE AT 118 S 5TH ST., ST. JOSEPH, MO 64501. ANY INDIVIDUAL OR ORGANIZATION WHO WOULD LIKE TO SEE THESE DOCUMENTS MAY DO SO THROUGH AN APPOINTMENT. THE PHONE NUMBER FOR THE UNITED WAY OF GREATER ST. JOSEPH IS (816)364-2381.