UNITED WAY OF CHARLES COUNTY INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY OF CHARLES COUNTY INC (EIN 52-1356960)
Tax period
2019-09-01 to 2020-08-31
Filed
2021-07-16
IRS object ID
202131979349300633
Schema version
2019v5.0
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

FieldValueIRS element (for citing)
Return2021-07-16T15:41:33-05:00ReturnTs
Tax Period End2020-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521999052PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ASKEY ASKEY & ASSOCIATES CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 662AddressLine1Txt
CityLEONARDTOWNCityNm
State AbbreviationMDStateAbbreviationCd
ZIP206500662ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521356960EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY OF CHARLES COUNTY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone3016094844PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2141AddressLine1Txt
CityLA PLATACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20646ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLINDA GILLPersonNm
Person TitleCHAIRPERSONPersonTitleTxt
Phone3016094844PhoneNum
Signature2021-07-15SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTA L HOOD CPAPreparerPersonNm
PTINP01381023PTIN
Phone3014755671PhoneNum
Preparation2021-07-15PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOSH COCKERHAMPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2141AddressLine1Txt
CityLA PLATACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20646ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$334,963GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UNITEDWAYCHARLES.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1983FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionTO 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 Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers175TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$338,430PYContributionsGrantsAmt
CY Contributions Grants$305,253CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,048PYInvestmentIncomeAmt
CY Investment Income$56CYInvestmentIncomeAmt
PY Other Revenue$68,846PYOtherRevenueAmt
CY Other Revenue$22,560CYOtherRevenueAmt
PY Total Revenue$409,324PYTotalRevenueAmt
CY Total Revenue$327,869CYTotalRevenueAmt
PY Grants And Similar Paid$64,127PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$46,773CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$138,875PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$101,649CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$44,246CYTotalFundraisingExpenseAmt
PY Other Expenses$277,553PYOtherExpensesAmt
CY Other Expenses$126,817CYOtherExpensesAmt
PY Total Expenses$480,555PYTotalExpensesAmt
CY Total Expenses$275,239CYTotalExpensesAmt
PY Revenues Less Expenses-$71,231PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$52,630CYRevenuesLessExpensesAmt
Total Assets BOY$341,045TotalAssetsBOYAmt
Total Assets EOY$356,381TotalAssetsEOYAmt
Total Liabilities BOY$223,135TotalLiabilitiesBOYAmt
Total Liabilities EOY$185,841TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$117,910NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$170,540NetAssetsOrFundBalancesEOYAmt
MissionTO 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$189,335ExpenseAmt
Grant$46,773GrantAmt
DescCONDUCTING FUNDRAISING CAMPAIGNS IN CHARLES COUNTY, MD AND DISTRIBUTING FUNDS COLLECTED TO MEMBER AND NUMEROUS NON-MEMBER AGENCIES.Desc
Total Program Service Expenses$189,335TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee2EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMIKE BELLISPersonNm
Phone3016094844PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110250 LA PLATA ROADAddressLine1Txt
CityLA PLATACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20646ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
MICHAEL BELLIS
EXECUTIVE DI40.00Yes (X)$69,592$0$0
RUSSELL YATES
TREASURER3.00Yes (X)$0$0$0Yes (X)
JOSH COCKERHAM
CHAIRPERSON3.00Yes (X)$0$0$0Yes (X)
STEVE DAVIS
DIRECTOR3.00$0$0$0Yes (X)
KATHY REAMY
DIRECTOR3.00$0$0$0Yes (X)
TISHA TYLER
DIRECTOR3.00$0$0$0Yes (X)
MONISE BROWN
SECRETARY3.00Yes (X)$0$0$0Yes (X)
BILL DOTSON
DIRECTOR3.00$0$0$0Yes (X)
JOHN MORGAN
DIRECTOR3.00$0$0$0Yes (X)
LINDA GILL
CHAIRPERSON3.00Yes (X)$0$0$0Yes (X)
STACEY COOK
IMMEDIATE PA3.00Yes (X)$0$0$0Yes (X)
DANIELLE BURRELL-JONES
DIRECTOR3.00$0$0$0Yes (X)
DINA BARCLAY
DIRECTOR3.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$69,592TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Federated Campaigns$117,343FederatedCampaignsAmt
Government Grants$24,444GovernmentGrantsAmt
All Other Contributions$163,466AllOtherContributionsAmt
Total Contributions$305,253TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$56TotalRevenueColumnAmt
Exclusion$56ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$17,805RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$17,805RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,805TotalRevenueColumnAmt
Exclusion$17,805ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$11,769FundraisingGrossIncomeAmt
Fundraising Direct Expenses$7,094FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,675TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Total Revenue Column$80TotalRevenueColumnAmt
Exclusion$80ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$80OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$327,869TotalRevenueColumnAmt
Exclusion$17,941ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$46,773TotalAmt
Program Services$46,773ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$65,882TotalAmt
Program Services$34,017ProgramServicesAmt
Management And General$9,517ManagementAndGeneralAmt
Fundraising$22,348FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$20,257TotalAmt
Program Services$10,982ProgramServicesAmt
Management And General$2,770ManagementAndGeneralAmt
Fundraising$6,505FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$3,710TotalAmt
Program Services$3,710ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$5,768TotalAmt
Program Services$3,127ProgramServicesAmt
Management And General$789ManagementAndGeneralAmt
Fundraising$1,852FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$6,032TotalAmt
Program Services$3,270ProgramServicesAmt
Management And General$825ManagementAndGeneralAmt
Fundraising$1,937FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$23,630TotalAmt
Program Services$10,745ProgramServicesAmt
Management And General$12,885ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$16,340TotalAmt
Program Services$14,235ProgramServicesAmt
Management And General$2,085ManagementAndGeneralAmt
Fundraising$20FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,717TotalAmt
Program Services$2,717ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,274TotalAmt
Program Services$564ProgramServicesAmt
Management And General$438ManagementAndGeneralAmt
Fundraising$272FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$23,850TotalAmt
Program Services$16,646ProgramServicesAmt
Management And General$3,984ManagementAndGeneralAmt
Fundraising$3,220FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$674TotalAmt
Program Services$520ProgramServicesAmt
Management And General$82ManagementAndGeneralAmt
Fundraising$72FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$713TotalAmt
Management And General$713ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$2,445TotalAmt
Program Services$1,086ProgramServicesAmt
Management And General$1,359ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,190TotalAmt
Program Services$2,190ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,666TotalAmt
Program Services$310ProgramServicesAmt
Management And General$1,232ManagementAndGeneralAmt
Fundraising$124FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DESIGNATIONS TO AGENCIES$22,024$22,024
EQUIPMENT RENTAL & MAINT.$11,862$5,763$2,462$3,637
MEMBERSHIP DUES$5,599$1,966$56$3,577
PROGRAM SERVICE EXPENSE$5,563$5,563

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$6,270TotalAmt
Program Services$3,127ProgramServicesAmt
Management And General$2,461ManagementAndGeneralAmt
Fundraising$682FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$275,239TotalAmt
Program Services$189,335ProgramServicesAmt
Management And General$41,658ManagementAndGeneralAmt
Fundraising$44,246FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$36,051BOYAmt
EOY$149,074EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$69,421BOYAmt
EOY$69,390EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$148,635BOYAmt
EOY$57,058EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,103BOYAmt
EOY$4,478EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$730BOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$98,388LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$55,195LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$45,383BOYAmt
EOY$43,193EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$33,722BOYAmt
EOY$33,188EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$341,045BOYAmt
EOY$356,381EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$161,868BOYAmt
EOY$127,614EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$58,227BOYAmt
EOY$58,227EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,040BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$223,135BOYAmt
EOY$185,841EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$80,354BOYAmt
EOY$134,045EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$37,556BOYAmt
EOY$36,495EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$117,910BOYAmt
EOY$170,540EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$341,045BOYAmt
EOY$356,381EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$52,630ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$506,290CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$514,611CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$388,117CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$388,117CurrentTaxYearMinus1YearAmt
Current Tax Year$305,253CurrentTaxYearAmt
Total$2,102,388TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$56,475CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$56,475CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$54,592CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$54,969CurrentTaxYearMinus1YearAmt
Total$222,511TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$562,765CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$571,086CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$442,709CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$443,086CurrentTaxYearMinus1YearAmt
Current Tax Year$305,253CurrentTaxYearAmt
Total$2,324,899TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$2,324,899PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,994CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,673CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,640CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,118CurrentTaxYearMinus1YearAmt
Current Tax Year$17,861CurrentTaxYearAmt
Total$94,286TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$61,496CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$40,728CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$37,364CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$60,691CurrentTaxYearMinus1YearAmt
Current Tax Year$80CurrentTaxYearAmt
Total$200,359TotalAmt
FieldValueIRS element (for citing)
Total Support$2,619,544TotalSupportAmt
Gross Receipts Rltd Activities$204,808GrossReceiptsRltdActivitiesAmt
Public Support CY1700.88750PublicSupportCY170Pct
Public Support PY1700.88130PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationSPECIAL EVENTS 134,432 OTHER REVENUE 65,847ExplanationTxt

Schedule D IRS990ScheduleD

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$33,188BeginningYearBalanceAmt
Investment Earnings Or Losses$534InvestmentEarningsOrLossesAmt
End Year Balance$33,722EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$31,145BeginningYearBalanceAmt
Investment Earnings Or Losses$2,043InvestmentEarningsOrLossesAmt
End Year Balance$33,188EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$28,634BeginningYearBalanceAmt
Investment Earnings Or Losses$2,511InvestmentEarningsOrLossesAmt
End Year Balance$31,145EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$23,233BeginningYearBalanceAmt
Contributions$4,000ContributionsAmt
Investment Earnings Or Losses$1,401InvestmentEarningsOrLossesAmt
End Year Balance$28,634EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$79,666OtherCostOrOtherBasisAmt
Depreciation$36,620DepreciationAmt
Book Value$43,046BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$18,722OtherCostOrOtherBasisAmt
Depreciation$18,575DepreciationAmt
Book Value$147BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$43,193TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescENDOWMENT HELD BY OTHERSDesc
Book Value$33,188BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$33,188TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt$327,869TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$327,869RevenueSubtotalAmt
Total Revenue Per Form990$327,869TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$275,239TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$275,239ExpensesSubtotalAmt
Total Expenses Per Form990$275,239TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 2, PART V, LINE 4TO CONTINUE AND FURTHER THE WORK OF UNITED WAY OF CHARLES COUNTY BY PROVIDING A FUND WHICH WILL INCREASE IN VALUE AND PROVIDE FUNDS FOR FUTURE USE BY THE ORGANIZATION.
SCHEDULE D, PAGE 4, PART XI, LINE 2DOTHER IN-KIND DONATIONS 0
SCHEDULE D, PAGE 4, PART XI, LINE 4BAMOUNTS DESIGNATED BY DONORS 0
SCHEDULE D, PAGE 4, PART XII, LINE 2DOTHER IN-KIND DONATIONS 0
SCHEDULE D, PAGE 4, PART XII, LINE 4BAMOUNTS DESIGNATED BY DONORS 0

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
CHARLES COUNTY CHILDREN'S AID SOCIE
3000 HUNTINGTON CIRCLEWALDORFMD206025206105363$7,923PROGRAM COSTS
HEALTH PARTNERS INC
PO BOX 1865WALDORFMD206045217670443$14,000MEDICAL & DENTAL
CHARLES COUNTY LITERACY COUNCIL
10250 LA PLATA ROADLA PLATAMD206465215259173$6,295LITERACY OUTREACH
CENTER FOR ABUSED PERSONS
2670 CRAIN HIGHWAYWALDORFMD206015212806833$6,905REDUCE ABUSE
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationUNITED 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 (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 1, PART I, LINE 6ONCE A YEAR WE HAVE OUR ANNUAL DAY OF CARING IN WHICH VOLUNTEERS FROM PRIVATE COMPANIES, AND ORGANIZATIONS WORK AT VARIOUS PARTNER AGENCIES FOR A HALF OR FULL DAY OF SERVICE. THEY DO VARIOUS "CHORES" SUCH AS: GARDENING, LANDSCAPING, PAINTING, CLEANING, REPAIRING OR BUILDING SMALL ITEMS OF FURNITURE, DELIVERING MEALS ON WHEELS TO SHUT-INS, PREPARING EDUCATIONAL MATERIALS, OR PREPARING BULK MAILINGS. WE USUALLY AVERAGE BETWEEN 125 AND 150 VOLUNTEERS EACH YEAR FOR THIS SPECIAL EVENT. SOME OF THESE VOLUNTEERS ARE OUR BOARD MEMBERS AND SOME ARE FROM THE COMMUNITY OR ARE PAST BOARD MEMBERS. WE ALSO USUALLY HAVE SOME WHO ARE VOLUNTEERS IN COMMUNITY SERVICE.
FORM 990, PAGE 6, PART VI, LINE 7APERSONS 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, PAGE 6, PART VI, LINE 7BAT 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, PAGE 6, PART VI, LINE 11BUNITED WAY OF CHARLES COUNTY HAS AN AUDIT COMMITTEE CONSISTING OF MEMBERS OF THE BOARD (OTHER THAN THE TREASURER AND CHAIRPERSONS). THE COMMITTEE 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 EXECUTIVE DIRECTOR AND SENT TO THE IRS.
FORM 990, PAGE 6, PART VI, LINE 12CIN 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, PAGE 6, PART VI, LINE 15AUNITED 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, PAGE 6, PART VI, LINE 15BSEE DESCRIPTION FOR COMPENSATION REVIEW PROCESS FOR EXECUTIVE DIRECTOR ABOVE.
FORM 990, PAGE 6, PART VI, LINE 19OUR 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.
FORM 990, PART XI, LINE 9OTHER IN-KIND DONATIONS 0 AMOUNTS DESIGNATED BY DONORS 0 OTHER IN-KIND DONATIONS 0 AMOUNTS DESIGNATED BY DONORS 0

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY WORLDWIDEBusinessNameLine1Txt
Business Name Line2(FORMERLY UNITED WAY OF AMERICA)BusinessNameLine2Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 N FAIRFAX STREETAddressLine1Txt
CityALEXANDRIACityNm
State AbbreviationVAStateAbbreviationCd
ZIP22314ZIPCd
FieldValueIRS element (for citing)
EIN131635294EIN
Primary ActivitiesCHARITABLEPrimaryActivitiesTxt
Legal Domicile StateVALegalDomicileStateCd
Exempt Code SectionC3ExemptCodeSectionTxt
Public Charity Status7PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.