2020-11-13T15:19:39-06:00 2020-06-30 381357951 PLANTE & MORAN PLLC 4444 W BRISTOL ROAD SUITE 360 FLINT MI 48507 990 2019-07-01 381359516 UNITED WAY OF GENESEE COUNTY UNIT 8102328121 111 E COURT ST SUITE 3A FLINT MI 485021649 JAMES GASKIN CEO 8102328121 2020-11-12 1 PAUL BRYANT P00241185 8107675350 2020-11-12 24.127.213.245 2020-11-12 13:10:21 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 D1A42FCEE5CBCA1835161BC59C75369F1B7E9248 2019 2021-01-29 14:40:06Z X JAMES GASKIN 111 E COURT ST SUITE 3A FLINT MI 485021649 8170860 0 X WWW.UNITEDWAYGENESEE.ORG X 1922 MI WE MOBILIZE THE COMMUNITY AND ITS RESOURCES, FORGE PARTNERSHIPS AND COLLABORATIONS WITH INDIVIDUALS, NON-PROFIT AGENCIES, GOVERNMENT, CORPORATIONS, ORGANIZED LABOR AND FOUNDATIONS, TO HELP CREATE SOLUTIONS. WE HAVE BROADENED OUR ROLE IN THE COMMUNITY BEYOND BEING JUST A FUNDRAISER AND GRANTOR. WE HAVE EITHER STARTED OR ARE A MEMBER OF 18 COLLABORATING ORGANIZATIONS OR PARTNERSHIPS THAT ARE WORKING TO FIND EFFICIENT SOLUTIONS FOR THE GAPS IN THE "SAFETY NET" OF SERVICES FOR CHILDREN, FAMILIES AND OLDER ADULTS IN OUR COMMUNITY. 22 22 62 3144 0 0 7967215 7027202 81525 106705 130563 381091 -19993 -3480 8159310 7511518 1423361 1721509 0 0 1665749 1752599 0 0 462187 5105218 3750563 8194328 7224671 -35018 286847 7194854 7466627 1366881 1854508 5827973 5612119 BUILD FINANCIAL RESOURCES THAT ENABLE INVESTMENTS IN EDUCATION, FINANCIAL STABILITY, HEALTH AND BASIC NEEDS ADDRESSING GENESEE AND SHIAWASSEE COUNTIES' MOST PRESSING CHALLENGES WHILE BUILDING COMMUNITY-WIDE VITALITY. 0 0 3429426 0 106705 UNITED WAY OF GENESEE COUNTY'S SPECIAL INITIATIVES, IN COLLABORATION WITH COMMUNITY PARTNERS, FOCUS ON THE BUILDING BLOCKS FOR A QUALITY LIFE - BASIC NEEDS/ STRENGTHENING FAMILIES, OLDER ADULTS AND CHILD/YOUTH DEVELOPMENT. 1721509 1721509 0 UNITED WAY OF GENESEE COUNTY PROVIDES GRANTS AND PAYS DESIGNATIONS TO NUMEROUS NONPROFIT AGENCIES THAT PROVIDE DIRECT SERVICES TO THE COMMUNITIES OF GENESEE COUNTY, MICHIGAN. 1259811 0 0 UNITED WAY OF GENESEE COUNTY RESPONDS TO THE FLINT WATER CRISIS BY PROVIDING FUNDING AND CARE TO THOSE AFFECTED BY THE FLINT WATER CRISIS. UNITED WAY DOES NOT TAKE ADMINISTRATIVE FEES FROM THE FUNDS RECEIVED FOR THE FLINT WATER CRISIS. 6410746 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 39 0 1 62 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MI X X JAMES GASKIN 8107620856 111 E COURT ST SUITE 3A FLINT MI 48502 JAMES GASKIN CHIEF EXECUTIVE OFFICER 50.00 0.00 X 174070 0 37595 GREG VIENER VICE-CHAIR 2.00 0.00 X X 0 0 0 GREG WALLER TREASURER 2.00 0.00 X X 0 0 0 MARCY GARCIA SECRETARY 2.00 0.00 X X 0 0 0 RANDY WISE DIRECTOR 1.00 0.00 X X 0 0 0 STEVE DAWES DIRECTOR 1.00 0.00 X X 0 0 0 TONY BURKS CHAIR 2.00 0.00 X X 0 0 0 CHRISTOPHER WISE DIRECTOR 1.00 0.00 X 0 0 0 GEORGE WILKINSON DIRECTOR 1.00 0.00 X 0 0 0 JANE WORTHING DIRECTOR 1.00 0.00 X 0 0 0 JEFF APSEY DIRECTOR 1.00 0.00 X 0 0 0 JIM CARNEY DIRECTOR 1.00 0.00 X 0 0 0 JOHN DALY DIRECTOR 1.00 0.00 X 0 0 0 KAREN TOLER DIRECTOR 1.00 0.00 X 0 0 0 LAKAY AVANT DIRECTOR 1.00 0.00 X 0 0 0 LARRY ROEHRIG DIRECTOR 1.00 0.00 X 0 0 0 LAURIE PROCHAZKA DIRECTOR 1.00 0.00 X 0 0 0 MARK LANDAAL DIRECTOR 1.00 0.00 X 0 0 0 PHIL SHALTZ DIRECTOR 1.00 0.00 X 0 0 0 RONNY MEDAWAR DIRECTOR 1.00 0.00 X 0 0 0 SABITA TUMMALA DIRECTOR 1.00 0.00 X 0 0 0 SAM MUMA DIRECTOR 1.00 0.00 X 0 0 0 VIC PEREIRA DIRECTOR 1.00 0.00 X 0 0 0 174070 0 37595 1 0 1 0 0 3858 639821 6383523 987080 7027202 SERVICE FEES 561000 90647 90647 OTHER PROGRAM REVENUE 900099 16058 16058 106705 144121 144121 887422 650452 236970 236970 236970 5410 3858 8890 -3480 -3480 7511518 106705 0 377611 1721509 1721509 213009 142716 38342 31951 1105223 799266 125238 180719 105111 63289 15630 26192 238252 150301 39363 48588 91004 65065 11311 14628 27600 27600 34082 34082 151199 137717 13195 287 60355 7134 247 52974 50067 21835 9518 18714 32909 17370 4193 11346 85610 48080 10520 27010 21003 14572 1760 4671 22590 14993 3366 4231 41534 24962 5462 11110 18983 11409 2496 5078 16936 10179 2227 4530 COMMUNITY INITIATIVES 1206907 1206907 SUPPLIES 1116143 1111554 2335 2254 FISCAL SPONSORSHIPS 833158 833158 TRANSACTION AND BANK FE 18080 7979 2262 7839 13407 751 2591 10065 7224671 6410746 351738 462187 409539 1283449 391147 101209 1548172 1678315 28271 20226 49387 65528 225352 205809 38526 19543 3432814 3148083 638475 492258 658523 658016 7194854 7466627 274255 382630 0 308420 1092626 1163458 1366881 1854508 X 2879079 2986002 2948894 2626117 5827973 5612119 7194854 7466627 X 286847 -159677 -343024 X X 0 1 X 1 0 X 8875940 6784286 7144625 7967215 7027202 37799268 8875940 6784286 7144625 7967215 7027202 37799268 4932977 32866291 84305 86825 131770 111153 144121 558174 17952 160841 106799 18195 5410 309197 38666639 561988 0.85000 0.81280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1355293 1250 16251 25923 6975 1339896 1394194 1250 11310 44261 7200 1355293 1361234 68157 26844 8353 1394194 1277753 83481 1361234 1027351 355068 -104666 1277753 0.00000 1.00000 0.00000 1 0 73560 73560 0 151792 132249 19543 19543 CERTIFICATES OF DEPOSIT 492258 C 492258 BENEFICIAL INTEREST HELD BY THIRD PARTY 658016 658016 POSTRETIREMENT BENEFIT OBLIGATIONS 1163458 1163458 6856608 -159677 176285 16608 6840000 34082 637436 671518 7511518 7056941 176285 176285 6880656 34082 309933 344015 7224671 PART V, LINE 4: ANNUAL DISTRIBUTIONS FROM BENEFICIAL INTERESTS HELD BY 3RD PARTIES DO NOT HAVE RESTRICTIONS FOR USE. ANNUAL DISTRIBUTIONS FROM BENEFICIAL INTERESTS HELD BY 3RD PARTY WITH VARIANCE POWER CAN BE USED ONLY FOR: 1) RESPONSES TO SHORT-TERM CRISIS CONDITIONS IMPACTING HUMAN SURVIVAL AMONG GROUPS OF PEOPLE; 2) INITIAL PROGRAM START-UP TO MEET EMERGING NEW HUMAN NEEDS; OR 3) CAPITAL NEEDS. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 507. BAD DEBT EXPENSE NET WITH CONTRIBUTIONS 326,996. DONOR DESIGNATIONS 309,933. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 309,933. 1 AMERICAN NATIONAL RED CROSS OF MID-MICHIGAN 1800 E GRAND RIVER AVE LANSING MI 48912 530196605 501(C)(3) 7000 DISASTER SERVICES AMERICAN RED CROSS - EAST CENTRAL BAY CHAPTER 1401 S GRAND TRAVERSE STREET FLINT MI 48503 530196605 501(C)(3) 73000 DISASTER SERVICES BIG BROTHERS BIG SISTERS OF FLINT AND GENESEE COUNTY 410 E 2ND STREET FLINT MI 48503 382259541 501(C)(3) 64000 COMMUNITY-BASED MENTORING BOY SCOUTS OF AMERICA 4205 E COURT STREET BURTON MI 48509 454003240 501(C)(3) 45926 URBAN SCOUTING & SCOUTING PROGRAM BOYS & GIRLS CLUB OF GREATER FLINT 3701 NORTH AVERILL AVENUE FLINT MI 48506 383381808 501(C)(3) 80000 AFTERSCHOOL/MENTORING PROGRAM CATHOLIC CHARITIES OF SHIAWASSEE AND GENESEE COUNTIES 901 CHIPPEWA STREET FLINT MI 48503 381359243 501(C)(3) 70000 CENTER FOR HOPE, COMMUNITY CLOSET COMMUNICATION ACCESS CENTER DHH 1277 W COURT FLINT MI 48503 381991687 501(C)(3) 8500 UNDERSTAND CLEARER FAMILY SERVICE AGENCY 1422 W COURT ST FLINT MI 48503 381360539 501(C)(3) 88000 REPRESENTATIVE PAYEE, IN-HOME ELDER CARE FENTON AREA PUBLIC SCHOOLS 404 W ELLEN STREET FENTON MI 48430 386021099 GOVERNMENT 29000 JUMP-START PARENT-CHILD PROGRAMS FOOD BANK OF EASTERN MICHIGAN 2300 LAPEER RD FLINT MI 48503 382379678 501(C)(3) 20000 SMALL PANTRY GRANTS GENESEE STEM ACADEMY 5240 CALKINS RD FLINT MI 48532 463202083 GOVERNMENT 10000 AFTERSCHOOL STEM CLUBS GIRL SCOUTS OF SOUTHEASTERN MICHIGAN 1333 BREWERY PARK BLVD SUITE 500 DETROIT MI 48207 381598947 501(C)(3) 25000 GIRL ENGAGEMENT INITIATIVE (IN-SCHOOL SCOUTING), UNIQUELY ME! AT SHELTER OF FLINT GRAND BLANC PUBLIC SCHOOLS 11920 S SAGINAW GRAND BLANC MI 48439 386001238 GOVERNMENT 28775 FAMILY CONNECTION PARENT EDUCATOR JEWISH COMMUNITY SERVICES 619 WALLENBERG ST FLINT MI 48502 382752384 501(C)(3) 15000 SENIOR CARING COMMITTEE OUTREACH JUNIOR ACHIEVEMENT OF SOUTHEASTERN MICHIGAN 577 E LARNED STREET DETROIT MI 48226 381348535 501(C)(3) 17875 IMPROVING FINANCIAL LITERACY LAKE FENTON SCHOOLS 11425 TORREY FENTON MI 48430 386019032 GOVERNMENT 14021 PROJECT READ! LINDEN COMMUNITY SCHOOLS 8483 W SILVER LAKE RD LINDEN MI 48451 386021100 GOVERNMENT 25500 PLAY TOGETHER/LEARN TOGETHER LISC 111 E COURT STREET LOWER LEVEL FLINT MI 48502 133030229 501(C)(3) 40000 FINANCIAL OPPORTUNITY CENTER AT HABITAT FOR HUMANITY METRO COMMUNITY DEVELOPMENT 503 S SAGINAW ST STE810 FLINT MI 48502 383072010 501(C)(3) 20000 HMIS MOTHERLY INTERCESSION 3010 S DYE RD FLINT MI 48507 383571422 501(C)(3) 18000 READING AND COUNTING TO SUCCESS PLUS MOUNT MORRIS CONSOLIDATED SCHOOLS 12356 WALTER ST MT MORRIS MI 48734 386001233 GOVERNMENT 14000 ENHANCING STUDENT LEARNING PROGRAM RELIEF AFTER VIOLENT ENCOUNTER PO BOX 472 ST JOHNS MI 48879 382552460 501(C)(3) 6000 EMERGENCY & COMPREHENSIVE INTERVENTION STRATEGIES SHELTER OF FLINT INC 924 CEDAR STREET FLINT MI 48503 382620824 501(C)(3) 100000 CATERPILLAR CLUBHOUSE, EMERGENCY SERVICES SHIAWASSEE REGIONAL EDUCATION SERVICE DISTRICT 1025 N SHIAWASSEE ST CORUNNA MI 48817 381711620 GOVERNMENT 16000 GREAT START PRESCHOOL INVESTMENT FOUNDATION SWARTZ CREEK COMMUNITY SCHOOLS 8197 MILLER RD SWARTZ CREEK MI 48473 386001232 GOVERNMENT 14383 WEEKEND BACKPACK PROGRAM THE MADE INSTITUTE PO BOX 310246 FLINT MI 48531 473281597 501(C)(3) 18000 LIFE SKILLS PROGRAM THE SALVATION ARMY 211 W KEARSLEY STREET FLINT MI 48502 381370971 501(C)(3) 40000 EMERGENCY SUPPORT SERVICES VALLEY AREA AGENCY ON AGING 225 E FIFTH STREET SUITE 200 FLINT MI 48502 382121108 501(C)(3) 21360 KEEPING INDEPENDENT SENIORS SAFE (KISS) VOICES FOR CHILDREN 515 EAST STREET FLINT MI 48503 432031361 501(C)(3) 69500 COURT APPOINTED SPECIAL ADVOCATES WESTWOOD HEIGHTS SCHOOL 3223 CARPENTER RD FLINT MI 48504 237358098 GOVERNMENT 14383 AFTER-SCHOOL PROGRAM YMCA OF GREATER FLINT 411 E THIRD ST FLINT MI 48503 381358056 501(C)(3) 25000 Y SAFE PLACES YWCA OF GREATER FLINT 801 S SAGINAW STREET FLINT MI 48502 381360597 501(C)(3) 63500 SAFE HOUSE & SAFE CENTER 32 0 PART I, LINE 2: THE UNITED WAY COMMUNITY INVESTMENT CABINET PERFORMS ANNUAL FINANCE REVIEW OF ALL PARTNER AGENCIES FINANCIAL AUDITS. THESE REVIEWS ARE COMPLETED BY CPA'S AND FINANCIAL EXPERTS. PARTNER AGENCIES ALSO HAVE A YEARLY ONSITE VISIT BY UNITED WAY STAFF AND VOLUNTEERS AND MUST SUBMIT MIDYEAR AND FINAL REPORTS. X 0 0 0 0 0 0 0 0 0 JAMES GASKIN CHIEF EXECUTIVE OFFICER 158390 0 15500 0 180 0 11255 0 26340 0 211665 0 0 0 X 27594 MARKET VALUE X 1 14000 MARKET VALUE X BOTTLED WATER 52 945486 MARKET VALUE 0 0 0 PART I, COLUMN (B): AMOUNTS REPORTED IN PART I, COLUMN (B) REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING BOARD MEMBERS HAVE A FAMILY OR BUSINESS RELATIONSHIP: RANDY WISE (CHAIRMAN) AND CHRISTOPHER WISE (TRUSTEE) - BOTH FAMILY AND BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 7A TWO SEATS ON THE BOARD OF DIRECTORS WILL BE DESIGNATED BY THE UAW REGION 1D OFFICE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE CEO, CFO, FINANCE COMMITTEE AND BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND EMPLOYEES SIGN CONFLICT OF INTEREST POLICY ON A YEARLY BASIS AND ABSTAIN IN ANY VOTE WHERE CONFLICTS OCCUR. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION REVIEWS BEGIN AT THE EXECUTIVE COMMITTEE LEVEL. THEY ARE PROVIDED SALARY AND WAGE SURVEY DATA FOR SIMILAR SIZE UNITED WAYS AND OTHER NOT FOR PROFITS IN THE AREA TO ENSURE SALARIES ARE CONSISTENT WITH PEER ORGANIZATIONS. THE EXECUTIVE COMMITTEE REVIEWS DATA RELATING TO THE CEO AND WILL PROPOSE SALARY ADJUSTMENTS TO THE BOARD. THE BOARD DETERMINES COMPENSATION FOR THE CEO. OTHER SALARIES ARE DETERMINED BY THE CEO. THIS PROCESS WAS LAST UNDERTAKEN IN 2019. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF TRUSTS HELD BY THIRD PARTY -507. PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST -15,521. BAD DEBT EXPENSE -326,996. FORM 990, PART XI, LINE 2C: PROCESS HAS NOT CHANGED FROM PRIOR YEAR