UNITED WAY OF THE CAPITAL AREA INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF THE CAPITAL AREA INC (EIN 64-0303075)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-08-28
- IRS object ID
- 202032419349300423
- Schema version
- 2018v3.2
- 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 | 2020-08-28T10:26:56-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 640414329 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HADDOX REID EUBANK BETTS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 188 EAST CAPITOL STREET STE 500 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 640303075 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF THE CAPITAL AREA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 6019484725 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 23169 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 392253169 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL COLLINS | PersonNm |
| Person Title | CONTROLLER | PersonTitleTxt |
| Phone | 6019484725 | PhoneNum |
| Signature | 2020-08-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL H GLADNEY CPA | PreparerPersonNm |
| PTIN | P00995367 | PTIN |
| Phone | 6019482924 | PhoneNum |
| Preparation | 2020-08-18 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.235.174.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-18 | IPDt |
| IP Tm | 12:57:02 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9F2BC9693B33A9BF0FA8ADD02CF3992AE854D721 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FF1553F6BE485E92972BC5F011EE1CFA11020BFB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | MICHAEL COLLINS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 23169 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 392253169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,016,020 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MYUNITEDWAY.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1939 | FormationYr |
| Legal Domicile State | MS | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE OPPORTUNITIES THAT EMPOWER PEOPLE TO BUILD SUCCESSFUL LIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 17 | TotalEmployeeCnt |
| Total Volunteers | 285 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,626,986 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,959,389 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $37,821 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $50,312 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,422 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,996 | CYInvestmentIncomeAmt |
| PY Other Revenue | $627 | PYOtherRevenueAmt |
| CY Other Revenue | $323 | CYOtherRevenueAmt |
| PY Total Revenue | $1,667,856 | PYTotalRevenueAmt |
| CY Total Revenue | $2,016,020 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $260,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $765,175 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $790,607 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $343,180 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,034,998 | PYOtherExpensesAmt |
| CY Other Expenses | $655,931 | CYOtherExpensesAmt |
| PY Total Expenses | $2,060,173 | PYTotalExpensesAmt |
| CY Total Expenses | $1,446,538 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$392,317 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $569,482 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,740,707 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,226,356 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $326,543 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $244,226 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,414,164 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,982,130 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO IMPROVE LIVES AND BUILD STRONG COMMUNITIES BY UNITING INDIVIDUALS WITH THE WILL, PASSION, EXPERTISE AND RESOURCES NEEDED TO SOLVE PROBLEMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $187,260 | ExpenseAmt |
| Desc | EDUCATION - TO ENSURE THAT CHILDREN ARE PREPARED TO ENTER SCHOOL READY TO LEARN AND THAT MORE STUDENTS ARE PREPARED TO GRADUATE COLLEGE. THIS ENCOMPASSES EARLY CHILDHOOD PROGRAMS, SCHOOL BASED AND AFTER SCHOOL PROGRAMS. 24,577 STUDENTS IN JACKSON PUBLIC SCHOOLS WERE IMPACTED BY OUR WORK WITH THE SCHOOL SYSTEM IN TRANSFORMATIONAL LEARNING WHICH RESULTED IN A GRADUATION RATE OF 71%. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $132,000 | ExpenseAmt |
| Revenue | $50,312 | RevenueAmt |
| Desc | FINANCIAL STABILITY - TO PROMOTE SELF-SUFFICIENCY AND INDEPENDENCE FOR WORKING FAMILIES AND THOSE SEEKING TO IMPROVE SKILLS FOR EMPLOYMENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $78,754 | ExpenseAmt |
| Desc | HEALTH AND COMMUNITY BUILDING - TO PROVIDE HEALTH AND SAFETY NET SERVICES FOR VULNERABLE FAMILIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $158,904 | ExpenseAmt |
| Desc | ALLOCATION TO OTHER NONPROFIT ORGANIZATIONS - THERE WERE NO DONATIONS MADE FOR THE YEAR ENDED JUNE 30, 2019 | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $158,904 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $556,918 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | 0 | 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 | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 17 | 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 | 0 | QuidProQuoContributionsInd |
| 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | 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 | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | Yes (1) | 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 | MS | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL COLLINS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6019484725 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 843 NORTH PRESIDENT ST | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JOSEPH MOSS | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARK PEACH | ||||||
| FINANCE ADMINISTRATION | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT L GIBBS | ||||||
| LEGAL COUNSEL | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SENATOR DAVID BLOUNT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRYAN HORN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GUS MCCOY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LOROSE HUNTER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CLARENCE IRBY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK LENOIR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR DEBRA MAYS-JACKSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN BROUSSARD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR IVYE ALLEN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MELISSA SHERMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RONNIE COLVIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TINA LAKEY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHANNON MCMILLAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JORDAN HARRIS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HANK HOLLOWAY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL J BURGER | ||||||
| SECRETARY/CEO END 12-31-18 | 40.00 | Yes (X) | $146,528 | $0 | $11,919 | |
| TERESA WALKER | ||||||
| COO/CONTROLLER END 3-1-19 | 40.00 | Yes (X) | $88,669 | $0 | $13,473 | |
| IRA E MURRAY PHD | ||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $60,219 | $0 | $15,377 | |
| TONYA ADAMS | ||||||
| CONTROLLER BEGIN 6-10-19 END 3-3-20 | 40.00 | Yes (X) | $0 | $0 | $417 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $295,416 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $41,186 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $1,367,605 | FederatedCampaignsAmt |
| All Other Contributions | $591,784 | AllOtherContributionsAmt |
| Total Contributions | $1,959,389 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FUNDRAISING FEE | 900099 | $30,286 | $30,286 |
| ADMIN & PROCESSING FEE | 900099 | $20,026 | $20,026 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $50,312 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,996 | TotalRevenueColumnAmt |
| Exclusion | $5,996 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $323 | TotalRevenueColumnAmt |
| Exclusion | $323 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $323 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,016,020 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $50,312 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,319 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,175 | TotalAmt |
| Program Services | $82,480 | ProgramServicesAmt |
| Management And General | $147,215 | ManagementAndGeneralAmt |
| Fundraising | $82,480 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,438 | TotalAmt |
| Program Services | $73,452 | ProgramServicesAmt |
| Management And General | $169,052 | ManagementAndGeneralAmt |
| Fundraising | $132,934 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,166 | TotalAmt |
| Program Services | $5,670 | ProgramServicesAmt |
| Management And General | $26,874 | ManagementAndGeneralAmt |
| Fundraising | $16,622 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,828 | TotalAmt |
| Program Services | $11,829 | ProgramServicesAmt |
| Management And General | $24,861 | ManagementAndGeneralAmt |
| Fundraising | $17,138 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,000 | TotalAmt |
| Management And General | $19,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,543 | TotalAmt |
| Program Services | $7,216 | ProgramServicesAmt |
| Management And General | $4,155 | ManagementAndGeneralAmt |
| Fundraising | $3,172 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,228 | TotalAmt |
| Fundraising | $9,228 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,178 | TotalAmt |
| Program Services | $8,771 | ProgramServicesAmt |
| Management And General | $20,276 | ManagementAndGeneralAmt |
| Fundraising | $131 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,423 | TotalAmt |
| Program Services | $13,951 | ProgramServicesAmt |
| Management And General | $34,932 | ManagementAndGeneralAmt |
| Fundraising | $18,540 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,131 | TotalAmt |
| Program Services | $2,025 | ProgramServicesAmt |
| Management And General | $55 | ManagementAndGeneralAmt |
| Fundraising | $3,051 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,778 | TotalAmt |
| Program Services | $8,736 | ProgramServicesAmt |
| Management And General | $11,086 | ManagementAndGeneralAmt |
| Fundraising | $10,956 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,892 | TotalAmt |
| Management And General | $18,892 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,432 | TotalAmt |
| Program Services | $8,408 | ProgramServicesAmt |
| Management And General | $18,296 | ManagementAndGeneralAmt |
| Fundraising | $9,728 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DESIGNATED FUNDS | $158,904 | $158,904 | ||
| PROGRAM SERVICE EXPENSE | $110,909 | $110,909 | ||
| COMMUNITY SERVICE PROJE | $57,506 | $57,506 | ||
| MISCELLANEOUS | $40,895 | $441 | $38,273 | $2,181 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,112 | TotalAmt |
| Program Services | $6,620 | ProgramServicesAmt |
| Management And General | $13,473 | ManagementAndGeneralAmt |
| Fundraising | $37,019 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,446,538 | TotalAmt |
| Program Services | $556,918 | ProgramServicesAmt |
| Management And General | $546,440 | ManagementAndGeneralAmt |
| Fundraising | $343,180 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,592 | BOYAmt |
| EOY | $461,385 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,212 | BOYAmt |
| EOY | $319,289 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $613,985 | BOYAmt |
| EOY | $588,556 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,442 | BOYAmt |
| EOY | $550,271 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,071 | BOYAmt |
| EOY | $10,989 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $995,171 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $702,461 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $325,022 | BOYAmt |
| EOY | $292,710 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,922 | BOYAmt |
| EOY | $2,163 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,461 | BOYAmt |
| EOY | $993 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,740,707 | BOYAmt |
| EOY | $2,226,356 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $298,285 | BOYAmt |
| EOY | $216,341 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,026 | BOYAmt |
| EOY | $27,885 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,232 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $326,543 | BOYAmt |
| EOY | $244,226 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $493,243 | BOYAmt |
| EOY | $1,138,641 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $920,921 | BOYAmt |
| EOY | $843,489 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,414,164 | BOYAmt |
| EOY | $1,982,130 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,740,707 | BOYAmt |
| EOY | $2,226,356 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $569,482 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,516 | NetUnrlzdGainsLossesInvstAmt |
| 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 | 0 | FederalGrantAuditRequiredInd |
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 | $2,805,498 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,870,882 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,100,142 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,626,986 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,959,389 | CurrentTaxYearAmt |
| Total | $11,362,897 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,805,498 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,870,882 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,100,142 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,626,986 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,959,389 | CurrentTaxYearAmt |
| Total | $11,362,897 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $939,322 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,423,575 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $419 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $454 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $880 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,422 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,996 | CurrentTaxYearAmt |
| Total | $10,171 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $157,480 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $627 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $323 | CurrentTaxYearAmt |
| Total | $158,430 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,531,498 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $280,245 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90390 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94660 | 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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $222,129 | OtherCostOrOtherBasisAmt |
| Book Value | $222,129 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $654,172 | OtherCostOrOtherBasisAmt |
| Depreciation | $607,773 | DepreciationAmt |
| Book Value | $46,399 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $118,870 | OtherCostOrOtherBasisAmt |
| Depreciation | $94,688 | DepreciationAmt |
| Book Value | $24,182 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $292,710 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,855,600 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,516 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$1,516 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,857,116 | RevenueSubtotalAmt |
| Other Revenues Not Included | $158,904 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $158,904 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,016,020 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,287,634 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,287,634 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $158,904 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $158,904 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,446,538 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE UNITED WAY IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE AS OTHER THAN A PRIVATE FOUNDATION. ACCOUNTING STANDARDS REQUIRE THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN BY THE UNITED WAY IN INCOME TAX ISSUES. THE UNITED WAY HAS EVALUATED ITS TAX POSITIONS AND DETERMINED THAT IT DOES NOT HAVE ANY LIABILITY THAT SHOULD BE ACCRUED UNDER THE STANDARDS RELATED TO UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DESIGNATED CONTRIBUTIONS 158,904. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DESIGNATED CONTRIBUTIONS 158,904. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL J BURGER | PersonNm |
| Title | SECRETARY/CEO END 12-31-18 | TitleTxt |
| Base Compensation Filing Org | $146,528 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $5,450 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $6,469 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $158,447 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, AMENDED RETURN EXPLANATION: | THIS FORM 990 IS BEING AMENDED TO INCLUDE CAROL J. BURGER IN PART VII AS A CURRENT OFFICER WHO RECEIVED MORE THAN $100,000 OF REPORTABLE COMPENSATION FROM THE ORGANIZATION. AS A RESULT, THIS AMENDED RETURN WILL ALSO INCLUDE SCHEDULE J, WHICH WAS NOT REQUIRED FOR THE ORIGINAL RETURN PREVIOUSLY FILED. OTHER CHANGES INCLUDE PART IV, LINE 23 BEING MARKED 'YES AND PART VII, SECTION A, LINE 4 BEING MARKED 'YES', AS WELL AS EXPENSE ALLOCATIONS FOR CURRENT OFFICER COMPENSATION IN PART IX, LINES 5, 7, AND 9. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION IS PROVIDED A DRAFT OF FORM 990 FROM THE ACCOUNTANT. THE AUDIT COMMITTEE REVIEWS AND DISCUSSES THE DRAFT AND A COPY IS GIVEN TO EACH MEMBER OF THE BOARD. ANY QUESTIONS BROUGHT UP BY THE AUDIT COMMITTEE OR BOARD MEMBERS ARE ANSWERED/CLEARED BY THE ACCOUNTANT PRIOR TO THE FILING OF FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS GIVEN TO ALL BOARD MEMBERS AT THE FIRST MEETING OF HIS OR HER TERM (3 YEARS). THE POLICY IS SIGNED BY EACH MEMBER ONLY ONCE DURING THEIR TERM. IF ANY CONFLICTS ARISE DURING THE YEAR IT IS DISCUSSED AND NOTED IN THE BOARD MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF TRUSTEES REVIEW THE OFFICERS COMPENSATION ANNUALLY. BEFORE ANY INCREASES ARE APPROVED, THE BOARD COMPARES THE OFFICERS COMPENSATION TO OTHER UNITED WAYS IN THE SOUTHEAST REGION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE FINANCIAL STATEMENTS ARE PREPARED MONTHLY, REVIEWED BY AN INDEPENDENT ACCOUNTANT AND PRESENTED TO THE BOARD OF TRUSTEES. AT THE END OF THE FISCAL YEAR AN AUDIT IS PERFORMED BY AN INDEPENDENT ACCOUNTING FIRM. THE AUDITOR MEETS WITH THE BOARD OF TRUSTEES MAKING A FULL PRESENTATION AT THE COMPLETION OF THE AUDIT FOR THE YEAR AND ANSWERING ANY OF THE BOARD'S QUESTIONS. THE AUDITOR WORKS CLOSELY WITH THE BOARD OF TRUSTEES DURING THE YEAR SHOULD ANY CONCERNS ARISE. |
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