2019-05-14T15:05:49-05:00 2018-12-31 410746749 CLIFTONLARSONALLEN LLP 801 FELIX STREET ST JOSEPH MO 64501 990 2018-01-01 440547802 UNITED WAY OF GREATER ST JOSEPH UNIT 8163642381 PO BOX 188 ST JOSEPH MO 64502 RENEE HURD TREASURER 8163642381 2019-05-14 1 HAROLD RAY CPA P01248589 8162328441 67.137.57.251 2019-05-14 09:38:10 CD P 2FBEFE20CA9FBCE9975C8DD0893E71CECAC97200 B8C5A91B0C86B46BABEED68ABDFA4702EBC342E6 2018 2019-02-21 02:37:17Z KYLEE STROUGH PO BOX 188 ST JOSEPH MO 64502 3820679 0 X WWW.STJOSEPHUNITEDWAY.ORG X 1916 MO TO IMPROVE LIVES THROUGH THE CARING POWER OF COMMUNITY. 33 33 11 1008 0 0 2930507 2879263 66011 52670 308122 421395 50442 40054 3355082 3393382 2245055 2122875 0 0 421273 419903 0 0 15873 389270 357261 3055598 2900039 299484 493343 11866632 11550364 2391368 2158863 9475264 9391501 X THE MISSION OF THE UNITED WAY OF GREATER ST. JOSEPH IS TO IMPROVE LIVES THROUGH THE CARING POWER OF COMMUNITY. 0 0 2147920 2110642 6633 UNITED WAY 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. OVER 150 VOLUNTEERS ARE INVOLVED IN DECIDING HOW THOSE DONOR DOLLARS ARE ALLOCATED. ACHIEVEMENTS FROM 2018 ARE BELOW: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.-179 CHILDREN WITH A DISABILITY OR SPECIAL NEED AND THEIR FAMILIES RECEIVED EARLY INTERVENTION SERVICES THAT HELPED THE CHILDREN WORK TOWARD IMPORTANT DEVELOPMENTAL MILESTONES.-MORE THAN 1,000 STUDENTS LEARNED ABOUT CAREER OPPORTUNITIES, EDUCATION AND TRAINING, AND EMPLOYER EXPECTATIONS TO PREPARE THEM FOR ENTRY INTO THE WORKFORCE AFTER HIGH SCHOOL.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 $47 MILLION IN UNCOMPENSATED MEDICAL CARE WAS PROVIDED TO BUCHANAN COUNTY CHILDREN.-MORE THAN 3,000 ADULTS AND CHILDREN RECEIVED NEEDED MENTAL HEALTH SERVICES.-MORE THAN 95,035 MEALS WERE DELIVERED TO HOMEBOUND SENIORS.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.-MORE THAN 27,110 NIGHTS OF SAFE AND STABLE SHELTER WERE PROVIDED.-321 INDIVIDUALS WITH DISABILITIES WERE ASSISTED IN ACHIEVING COMPETITIVE EMPLOYMENT.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. RECENTLY, UNITED WAY HAS INCREASED THE DOLLARS AVAILABLE THROUGH THE COMMUNITY INVESTMENT FUND AND SEEN AN UPTICK IN FUNDED REQUESTS. THE COMMUNITY INVESTMENT FUND GRANTS IN THE LAST TWO YEARS HAVE HELPED INNOVATIVE PROGRAMS BEGIN, BUILD CAPACITY, MEET ORGANIZATIONAL NEEDS WITHIN AGENCIES SO THEY CAN CONTINUE THEIR MISSION TO THE FULLEST AND HAVE MINIMIZED THE IMPACT TO CLIENTS WHEN SIGNIFICANT PROGRAM CHANGES OCCUR. A FEW OF THE GRANTS ARE LISTED BELOW:THE CENTER, A SAMARITAN CENTER- FUNDING WAS PROVIDED TO LAUNCH THE CENTER'S PSYCHOLOGICAL TESTING FOR CHILDREN PROGRAM WHICH PROVIDES A LOCAL OPTION FOR FAMILIES SEEKING TESTING INCLUDING INTELLIGENCE, ACHIEVEMENT, READING, ADHD AND AUTISM. VOICES OF COURAGE- FUNDING WAS PROVIDED TO HELP WITH AN OFFICE EXPANSION TO BETTER MEET THE INCREASING NEEDS OF CHILDREN EXPERIENCING TRAUMA. BIG BROTHERS BIG SISTERS- FUNDING WAS PROVIDED TO HELP THE AGENCY TRANSITION INTO A NEW LOCATION. YWCA- FUNDING FOR INCREASED CASE MANAGEMENT & BARRIER REMOVAL TO HELP SHELTER RESIDENTS TRANSITION TO STABLE OR PERMANENT HOUSING QUICKLY UNITED CEREBRAL PALSY OF NORTHWEST MISSOURI- FUNDING FOR AUTISM SERVICESFAMILY GUIDANCE CENTER- LAW ENFORCEMENT LIAISON TO WORK WITH INDIVIDUALS TO ACCESS TREATMENT, MEDICATION AND BARRIER REMOVAL WHILE IN JAILST. JOSEPH SAFETY & HEALTH COUNCIL- FUNDING FOR DRIVERS' EDUCATION PROGRAM FOR TEENSUNITED WAY- FUNDING TO HIRE ADDITIONAL STAFF TO INCREASE CAPACITY OF THE CROSSING EMERGENCY SHELTER FROM 45-60 GUESTSUNITED WAY- FUNDING TO HELP RESIDENTS OF THE SALVATION ARMY BOOTH CENTER REMOVE BARRIERS AND TRANSITION TO STABLE HOUSING UPON THE CLOSURE OF THE BOOTH CENTER EMERGENCY SHELTER. UNITED WAY- FUNDING TO ASSIST INDIVIDUALS AND FAMILIES WITH HOMELESS PREVENTION AND BARRIER REMOVAL SO THEY CAN MAINTAIN OR ATTAIN STABLE HOUSING. MINIMIZE IMPACT OF SIGNIFICANT PROGRAM CHANGES IN 2018, NOT ONLY DID UNITED WAY CONTINUE TO CARRY ON INITIATIVE WORK AND SUSTAIN PARTNER AGENCY RELATIONSHIPS, BUT UNITED WAY ALSO TOOK AN ACTIVE ROLE IN EMERGING ISSUES WITHIN THE COMMUNITY. UNITED WAY'S ROLE WENT BEYOND PROVIDING FUNDING AND INCLUDED PROVIDING STAFF RESOURCES, LEADERSHIP, FACILITATION, ADVOCACY AND ACTION. EARLY IN 2018, UNITED WAY COORDINATED WITH COMMUNITY PARTNERS TO CREATE AND OPERATE A CODE BLUE SHELTER FOR WOMEN DURING THE COLDEST NIGHTS OF THE YEAR. THE CODE BLUE SHELTER FOR WOMEN WAS CREATED IN RESPONSE TO FEWER SHELTER OPTIONS BEING AVAILABLE FOR WOMEN. IN THE SPRING MONTHS, UNITED WAY HOSTED COMMUNITY CONVERSATIONS ABOUT HOMELESSNESS AND ORGANIZED A TASK FORCE TO ADDRESS NEWLY CREATED GAPS IN SHELTER FOR HOMELESS MEN AND WOMEN. FOR SEVERAL MONTHS, A GROUP OF COMMUNITY ORGANIZATIONS, INCLUDING UNITED WAY, MET ALMOST WEEKLY TO CONSIDER SHORT AND LONG TERM STRATEGIES TO HELP STABILIZE INDIVIDUALS LACKING HOUSING. SEVERAL STRATEGIES WERE IMPLEMENTED INCLUDING: -DEVELOPMENT OF DIVERSION PROTOCOLS TO REDUCE THE NUMBER OF INDIVIDUALS SEEKING EMERGENCY SHELTER; -PARTNERSHIP WITH REGIONAL EMERGENCY SHELTER TO PROVIDE EMERGENCY SHELTER TO LOCAL HOMELESS INDIVIDUALS; -FUNDING FOR INCREASED CASE MANAGEMENT AND BARRIER REMOVAL TO HELP WOMEN AND CHILDREN AT THE YWCA MOVE OUT OF SHELTER INTO TRANSITIONAL AND PERMANENT HOUSING;-INCREASED COORDINATION AND COMMUNICATION AMONG AGENCIES SERVING HOMELESS INDIVIDUALS AND COOPERATIVE CASE MANAGEMENT.THE TASK FORCE CONTINUES TO MEET ALMOST WEEKLY AND CONSIDER SHORT AND LONG TERM STRATEGIES TO ADDRESS HOMELESSNESS. 361945 12233 46037 UNITED WAY INITIATIVES AND PROGRAMSFAMILYWIZE PRESCRIPTION ASSISTANCE SAVING RESIDENTS MONEY ON PRESCRIPTION MEDICATION WITH A FREE PRESCRIPTION DISCOUNT CARD SINCE 2007. THE UNITED WAY FAMILYWIZE 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 2018, PEOPLE IN THE AREA SAVED MORE THAN $223,400. THE GREATER ST. JOSEPH COMMUNITY HAS EXCEEDED $2 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 2018, UNITED WAY MILLIONAIRES' CLUB, A PROGRAM OF UNITED WAY FINANCIAL STABILITY, WAS OFFERED AT ONE LOCAL ELEMENTARY SCHOOL. THROUGH THE PROGRAM, STUDENTS LEARNED ABOUT A VARIETY OF TOPICS INCLUDING OPPORTUNITY COSTS, TRACKING SPENDING, SAVING AND DIFFERENT FORMS OF PAYMENT.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 2018, A CLASS OF 25 COMMUNITY MEMBERS COMPLETED THE PROGRAM, BRINGING THE TOTAL NUMBER OF PROGRAM GRADUATES TO 883 SINCE 1982. DURING THE YEAR, PARTICIPANTS LEARNED AND PRACTICED PROJECT DEVELOPMENT RELATED TO ESSENTIAL LEADERSHIP SKILLS.THE CLASS WAS DIVIDED INTO GROUPS AND WAS CHALLENGED TO LEARN THE PROCESS OF DEVELOPING A PROJECT THAT WOULD MEET A COMMUNITY NEED. THE 2018 DISTINGUISHED LEADER AWARD WAS PRESENTED TO CLASS OF 1991-92 ALUMNA, DIANNE DEWEY. THE DISTINGUISHED LEADER AWARD IS PRESENTED EVERY YEAR TO AN INDIVIDUAL WHO EXEMPLIFIES LEADERSHIP WHILE SERVING THE GREATER ST. JOSEPH COMMUNITY.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. IN 2018, UNITED WAY READING ADVENTURE WAS HELD DURING THE SCHOOL YEAR WITH SECOND GRADE CLASSES AT SIX LOCAL ELEMENTARY SCHOOLS AND HELD AT ELEVEN SCHOOL-AGE CHILDCARE SITES DURING THE SUMMER. THE GOAL OF UNITED WAY READING ADVENTURE IS TO HELP ELEMENTARY-AGE STUDENTS MAINTAIN AND IMPROVE THEIR READING SKILLS AND HELP BUILD THEIR HOME LIBRARIES THROUGH NEW AND DONATED BOOKS. UNITED WAY SPEAKERS' BUREAU LINKED BUSINESS VOLUNTEERS WITH CLASSROOMS TO HELP STUDENTS LEARN ABOUT DIFFERENT CAREERS AND EMPLOYER EXPECTATIONS. THROUGH A SERIES TITLED BREAKFAST WITH THE EXPERTS, MORE THAN 1,000 MIDDLE AND HIGH SCHOOL STUDENTS LEARNED ABOUT CAREERS FROM A PANEL OF PEOPLE FROM A SPECIFIC FIELD, INCLUDING ANIMAL HEALTH SCIENCES, ARTS AND COMMUNICATION, SKILLED TRADES, HEALTHCARE, INFORMATION TECHNOLOGY, EDUCATION AND BUSINESS.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, CHILDCARE PROVIDERS AND OTHERS TO FACILITATE THE DEVELOPMENT OF CHILDREN AGED BIRTH TO SIX. UNITED WAY SUCCESS BY 6 HOSTED VARIOUS ACTIVITIES TO SUPPORT PARENTS AND PRIMARY CAREGIVERS. AN AVERAGE OF 70 PARTICIPANTS ENJOYED MONTHLY UNITED WAY SUCCESS BY 6 FAMILY FUN TIME EVENTS WHERE THEY ENCOURAGED LEARNING THROUGH PLAY, ENJOYED A SNACK AND RECEIVED A FREE BOOK. RESOURCE KITS TO HELP PARENTS FACILITATE THEIR CHILD'S EARLY DEVELOPMENT WERE DISTRIBUTED TO MORE THAN 2,000 FAMILIES WITH NEWBORNS AND INCOMING KINDERGARTENERS. IN 2018, UNITED WAY KINDERCLUB PREPARED MORE THAN 100 CHILDREN STARTING KINDERGARTEN AND THEIR PARENTS FOR SCHOOL SUCCESS WITH LEARNING ACTIVITIES IN A KINDERGARTEN CLASSROOM. THEY MET TEACHERS, OTHER PARENTS AND FUTURE CLASSMATES WHILE THEY BECAME FAMILIAR WITH KINDERGARTEN EXPECTATIONS AND ROUTINES. IN ADDITION, UNITED WAY SUCCESS BY 6 SUPPORTED CHILDCARE PROVIDERS AND EARLY EDUCATORS WITH TRAININGS, LEADERSHIP DEVELOPMENT AND SCHOLARSHIPS. IN COLLABORATION WITH COMMUNITY ACTION PARTNERSHIP HEAD START AND WITH FUNDING FROM MOSAIC LIFE CARE, UNITED WAY SUCCESS BY 6 OFFERED CONSCIOUS DISCIPLINE TRAINING TO HELP PARTICIPANTS UNDERSTAND HOW TO SUPPORT THE SOCIAL-EMOTIONAL DEVELOPMENT OF CHILDREN IN THEIR CARE. THIS PHILOSOPHY HELPS CHILDREN BUILD DISCIPLINE FROM WITHIN AND GIVES THEM TOOLS TO REGULATE THEIR EMOTIONS THROUGHOUT THEIR LIVES. THE UNITED WAY SUCCESS BY 6 DIRECTORS' NETWORK HOSTED THE ANNUAL DIRECTORS' SYMPOSIUM, HELD AT MISSOURI WESTERN STATE UNIVERSITY. THE SYMPOSIUM ALLOWED CHILDCARE DIRECTORS TO CONNECT AND PROVIDED A DAY-LONG CONFERENCE ON LEADERSHIP AND MANAGEMENT. IN 2018, UNITED WAY SUCCESS BY 6 DELIVERED 2,386 HOURS OF TRAINING TO CHILDCARE PROVIDERS AND EARLY EDUCATORS. SCHOLARSHIPS WERE ALSO AWARDED TO 21 EARLY EDUCATORS TO CONTINUE THEIR FORMAL EDUCATION.UNMET NEEDS COMMITTEE COLLABORATING TO CONNECT PEOPLE TO RESOURCES TO SOLVE IMMEDIATE NEEDS WITH LASTING IMPACT SINCE 1993. UNITED WAY UNMET NEEDS COMMITTEE MEETS THROUGHOUT THE YEAR TO IDENTIFY ALTERNATIVE RESOURCES AND SOLUTIONS FOR CASES BROUGHT BEFORE THEM. IN 2018, REPRESENTATIVES FROM NON-PROFITS, CHURCHES, UTILITY COMPANIES AND GOVERNMENT AGENCIES AS WELL AS COMMUNITY MEMBERS COLLABORATED, HELPING CLIENTS WITH NEEDS FOR WHICH THERE ARE FEW OR NO RESOURCES. COMMON NEEDS WERE MEDICAL AND RENT ASSISTANCE. THROUGH THE WORK OF UNITED WAY UNMET NEEDS, AREA PEOPLE WERE CONNECTED TO RESOURCES TO HELP THEM GAIN AND MAINTAIN STABILITY.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 NONPROFIT ORGANIZATIONS. IN 2018, MONTHLY UNITED WAY COMMUNITY VOLUNTEER RESOURCE NETWORK (CVRN) MEETINGS WERE ATTENDED BY INDIVIDUALS WHO MANAGE VOLUNTEERS FOR NONPROFIT 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 10TH YEAR OF UNITED WAY STUFF THE BUS! SCHOOL SUPPLIES DRIVE, SPONSORED BY MOSAIC LIFE CARE, BROUGHT TOGETHER HUNDREDS OF VOLUNTEERS WHO COLLECTED MORE THAN 22,000 SCHOOL SUPPLY ITEMS FOR STUDENTS WHO NEEDED THEM. ANOTHER VOLUNTEER CENTER PROJECT, THE ANNUAL HOLIDAY VOLUNTEER AND GIVING GUIDE, WAS CREATED TO CONNECT THOSE WANTING TO VOLUNTEER DURING THE HOLIDAY SEASON. TO LEARN ABOUT THE WIDE VARIETY OF OPPORTUNITIES AVAILABLE THROUGHOUT THE COMMUNITY, PLEASE VISIT STJOSEPHUNITEDWAY.ORG AND CLICK ON VOLUNTEER OR CALL UNITED WAY AT 816.364.2381. 81811 GENERAL ACTIVITIES OF THE UNITED WAY, WHICH CONTRIBUTE TO BUILDING COMMUNITY COALITIONS AND SUPPORTING COMMUNITY PLANNING, ARE ACCOUNTED FOR IN THE COMMUNITY BUILDING PROGRAM. 64943 COMMUNICATIONSIT TAKES STRONG COMMUNITY SUPPORT TO PRODUCE THE LEVEL OF PROGRAM ACHIEVEMENTS (LISTED UNDER 4A), 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. 64943 2656619 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 6 0 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 33 33 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 ROSONKE DENNIS CHAIR 3.00 X X 0 0 0 HOY ANN VICE CHAIR 2.00 X X 0 0 0 WYBLE MARK SECRETARY 2.00 X X 0 0 0 HURD RENEE TREASURER 1.00 X X 0 0 0 HOOVER BRANDI COMMUNITY INVESTMENT CO-CH 2.00 X X 0 0 0 GOULD PHIL COMMUNITY INVESTMENT CO-CH 2.00 X X 0 0 0 GRAYSON JASON CAMPAIGN CHAIR 3.00 X X 0 0 0 BRADLEY DEBRA COMMUNITY INITIATIVES CHAI 2.00 X X 0 0 0 SHIELDS BRANDT MARKETING/COMMUNICATIONS C 2.00 X X 0 0 0 ALBERS SCOTT BOARD MEMBER 1.00 X 0 0 0 AUXIER RON BOARD MEMBER 1.00 X 0 0 0 BASCHMIKE BOARD MEMBER 1.00 X 0 0 0 BRADLEY RALL BOARD MEMBER 1.00 X 0 0 0 BUNDY KENDRA BOARD MEMBER 1.00 X 0 0 0 BYRD BEN BOARD MEMBER 1.00 X 0 0 0 CAROLUS KATIE BOARD MEMBER 1.00 X 0 0 0 CLINTON GEORGE BOARD MEMBER 1.00 X 0 0 0 CODER ELAINE BOARD MEMBER 1.00 X 0 0 0 DOOLAN MIKE BOARD MEMBER 1.00 X 0 0 0 EIMAN PATTI BOARD MEMBER 1.00 X 0 0 0 GLENN JAN BOARD MEMBER 1.00 X 0 0 0 HOOK RON BOARD MEMBER 1.00 X 0 0 0 JOHNSTON STEVE BOARD MEMBER 1.00 X 0 0 0 LEHMAN BRENNAN BOARD MEMBER 1.00 X 0 0 0 MARGUILES MICHELLE BOARD MEMBER 1.00 X 0 0 0 MODLIN TERRI BOARD MEMBER 1.00 X 0 0 0 MOORE MIKE BOARD MEMBER 1.00 X 0 0 0 RUCKER LAVELL BOARD MEMBER 1.00 X 0 0 0 SILVEY GARY BOARD MEMBER 1.00 X 0 0 0 STEIN ADAM BOARD MEMBER 1.00 X 0 0 0 WEIL LISA BOARD MEMBER 1.00 X 0 0 0 WILLIAMS MARLIE BOARD MEMBER 1.00 X 0 0 0 WOODS JULIE BOARD MEMBER 1.00 X 0 0 0 STROUGH KYLEE PRESIDENT/CEO 50.00 X 99441 0 16770 99441 0 16770 0 0 0 0 0 2879263 42984 2879263 LEADERSHIP PROGRAMS 611430 35500 35500 FUNDRAISING SERVICES 813219 6633 6633 SUCCESS BY 6 SEMINARS 611710 5564 5564 PROFIT IN EDUCATION 611710 3169 3169 CASE MANAGEMENT TRAINI 611430 1100 1100 704 704 52670 200049 200049 39600 0 39600 39600 39600 648643 427297 221346 221346 221346 OTHER INCOME 900099 454 454 454 3393382 52670 0 461449 2110642 2110642 12233 12233 116210 71870 42872 1468 246130 159494 82744 3892 9520 4436 4976 108 21142 12977 7793 372 26901 17204 9296 401 20749 12768 7651 330 42933 40641 2292 1955 1322 606 27 10148 4726 5422 13739 8008 4780 951 34984 16915 17322 747 7346 5037 2212 97 37185 30516 6282 387 35277 21710 13007 560 41845 25743 15437 665 13517 8412 4894 211 PARENT AWARENESS ITEMS 76424 76424 EQUIP RENT/MAINTENANCE 12331 7669 4469 193 AWARDS (NON ASSISTANCE) 3802 3802 TRAINING 1579 1579 3447 2491 914 42 2900039 2656619 227547 15873 1014595 1183656 567453 555169 2589439 2388453 9446 8208 937734 589603 361676 348131 7324023 7066747 11866632 11550364 2387543 2158863 3825 2391368 2158863 X 5801942 5879787 1635568 1473960 2037754 2037754 9475264 9391501 11866632 11550364 X 493343 -629311 52205 X X 0 1 X 1 0 X 3057625 2974163 3257185 2930507 2879263 15098743 3057625 2974163 3257185 2930507 2879263 15098743 248148 14850595 185409 222014 236395 222286 239649 1105753 15767 5738 1237 10842 454 34038 16238534 310418 0.91450 0.91780 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS FUNDRAISING REVENUE - 2014 AMOUNT: $ 13,911. 2015 AMOUNT: $ 5,586. OTHER INCOME - 2014 AMOUNT: $ 1,856. 2015 AMOUNT: $ 152. 2016 AMOUNT: $ 1,237. 2017 AMOUNT: $ 10,842. 2018 AMOUNT: $ 454. 4133625 194133 -141770 50000 4135988 3637880 105518 440227 50000 4133625 3058776 422700 156404 3637880 3029339 46162 -7206 9519 3058776 3356414 3633 147898 478606 3029339 0.21600 0.49270 0.29130 0 0 33400 33400 843239 536366 306873 61095 53237 7858 348131 X 2776398 -629311 55260 -574051 3350449 42933 42933 3393382 2860161 55260 55260 2804901 42933 52205 95138 2900039 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 WITH INCOME BEING ABLE TO BE USED AT THE UNITED WAY BOARD OF DIRECTOR'S DISCRETION. OPERATING ENDOWMENT - THE OPERATING ENDOWMENT IS A BOARD DESIGNATED ENDOWMENT. THE FUNDS IN THIS ACCOUNT WILL BE USED TO REPLENISH ANY SMALL LOSSES SUSTAINED DURING NORMAL OPERATIONS. CRYSTAL CIRCLE ENDOWMENT - THE CRYSTAL CIRCLE ENDOWMENT INCLUDES PERMANENTLY RESTRICTED DONOR FUNDS. INCOME EARNED IN THIS ACCOUNT WILL FLOW INTO THE ANNUAL CAMPAIGN. UNITED WAY ENDOWMENT - THE UNITED WAY ENDOWMENT INCLUDES PERMANENTLY RESTRICTED DONOR FUNDS. UP TO 90% OF THE INCOME EARNED IN THIS ACCOUNT WILL FLOW INTO THE OPERATING ENDOWMENT, AND BE USED IN ACCORDANCE WITH THE OPERATING ENDOWMENT POLICY. ANY ADDITIONAL DISTRIBUTION WILL NEED TO BE APPROVED BY THE UNITED WAY BOARD OF DIRECTORS. 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. PART XII, LINE 4B - OTHER ADJUSTMENTS: REDUCTION OF PRIOR YEAR GRANTS AND ALLOCATIONS 52,205. 1 BIG BROTHERS AND BIG SISTERS 1202 SOUTH 28TH ST ST JOSEPH MO 64507 436068464 501C3 38545 $36,919 FOR GENERAL OPERATING COSTS; $1,625.91 FOR RENT AND OCCUPANCY. BOY SCOUTS-PONY EXPRESS COUNCIL 1704 BUCKINGHAM ST JOSEPH MO 64506 440546279 501C3 105163 GENERAL OPERATING COSTS CATHOLIC CHARITIES 902 EDMOND STE 204 ST JOSEPH MO 64501 430887779 501C3 88355 GENERAL OPERATING COSTS CHILDREN'S MERCY HOSPITAL 2401 GILLHAM RD KANSAS CITY MO 64108 440605373 501C3 12420 GENERAL OPERATING COSTS COMMUNITY MISSIONS CORPORATION 700 OLIVE ST ST JOSEPH MO 64501 900180479 501C3 29162 GENERAL OPERATING COSTS FAMILY GUIDANCE CENTER 724 NORTH 22ND ST ST JOSEPH MO 64501 440666362 501C3 290700 $278,354 FOR GENERAL OPERATING COSTS; $12,346 FOR MEDAID INTERFAITH COMMUNITY SERVICES 200 CHEROKEE ST JOSEPH MO 64504 440545910 501C3 420194 $15,000 FOR BARRIER REMOVAL, $405,194 FOR GENERAL OPERATING COSTS LEGAL AID OF WESTERN MISSOURI 106 SOUTH 7TH ST 4TH FLR ST JOSEPH MO 64501 430824638 501C3 70481 GENERAL OPERATING COSTS NORTHWEST MISSOURI COMMUNITY SERVICES 1203 NORTH 6TH ST ST JOSEPH MO 64501 431496809 501C3 144070 $137,768 FOR GENERAL OPERATING COSTS, $6,302 FOR HOUSING STABILITY SALVATION ARMY 622 MESSANIE ST JOSEPH MO 64501 440545998 501C3 37148 GENERAL OPERATING COSTS SPECIALTY INDUSTRIES OF ST JOSEPH INC 3801 SOUTH LEONARD RD ST JOSEPH MO 64503 430896903 501C3 9149 GENERAL OPERATING COSTS ST JOSEPH SAFETY AND HEALTH COUNCIL 118 SOUTH 5TH LOWER LEVEL ST JOSEPH MO 64501 440548468 501C3 74764 GENERAL OPERATING COSTS THE CENTER 902 EDMOND STE 203 ST JOSEPH MO 64501 431615018 501C3 80907 GENERAL OPERATING COSTS UNITED CEREBRAL PALSY OF NORTHWEST MISSOURI 3303 FREDERICK AVE ST JOSEPH MO 64506 430909607 501C3 173987 GENERAL OPERATING COSTS YMCA 315 SOUTH 6TH ST JOSEPH MO 64501 440552491 501C3 150115 $131,582 FOR GENERAL OPERATING COSTS, $18,533 FOR RENOVATIONS TO ENRIGHT BUILDING YWCA 304 NORTH 8TH ST JOSEPH MO 64501 440552219 501C3 259299 $240,651 GENERAL OPERATING COSTS: $18,648 TO RAPIDLY REHOUSE WOMEN AND CHILDREN NWMO CHILDREN'S ADVOCACY CENTER 1807 N WOODBINE RD STE E ST JOSEPH MO 64506 431910148 501C3 27000 $27,000 FOR VOICES OF COURAGE NORHTWEST HEALTH SERVICES 2303 VILLAGE DRIVE ST JOSEPH MO 64506 431323669 501C3 50000 $50,000 MEDICAID ENROLLMENT SPECIALIST BARTLETT CENTER 409 SOUTH 18TH ST JOSEPH MO 64501 237116216 501C3 39849 $39,849 FOR GENERAL OPERATING COSTS 19 0 SCHOLARSHIPS 17 12233 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 23511 RETAIL VALUE X 4 12384 FAIR MARKET VALUE X 11 7089 RETAIL VALUE 0 1 0 PART I, COLUMN (B): THE FIGURE REPRESENTS THE NUMBER OF DONORS IN EACH CATEGORY. FORM 990, PART VI, SECTION A, LINE 1 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 DURING NORMAL OFFICE HOURS OF 8 AM TO 5 PM CENTRAL TIME, MONDAY THROUGH FRIDAY. THE PHONE NUMBER FOR THE UNITED WAY OF GREATER ST. JOSEPH IS (816)364-2381. FORM 990, PART XI, LINE 9: REDUCTION OF PRIOR YEAR GRANTS AND ALLOCATIONS 52,205. FORM 990, PART XII, LINE 2C: PROCESS IS CONSISTENT WITH PRIOR YEARS.