UNITED WAY OF MARSHALL COUNTY INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF MARSHALL COUNTY INC (EIN 23-7220922)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-09
- IRS object ID
- 201931299349301108
- Schema version
- 2017v2.3
- 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 | 2019-05-09T09:06:11-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043587095 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTEP BURKEY SIMMONS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 42 | AddressLine1Txt |
| City | MUNCIE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 473080042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237220922 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF MARSHALL COUNTY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 5749363366 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 392 | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46563 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA YODER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5749363366 | PhoneNum |
| Signature | 2019-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS A ROBERTS | PreparerPersonNm |
| PTIN | P00997867 | PTIN |
| Phone | 7652847554 | PhoneNum |
| Preparation | 2019-05-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.89.193.68 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-09 | IPDt |
| IP Tm | 09:06:11 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F15C29664C85EFE791577C97B74553D445B5339A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 20C28116CC0EF090675891422DC54104E998D85A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LINDA YODER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 392 | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46563 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $477,138 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MARSHALLCOUNTYUW.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | UNITED WAY OF MARSHALL COUNTY, INC. SERVES AS A LINK BETWEEN DONORS AND THE COMMUNITY OF MARSHALL COUNTY, INDIANA THROUGH WHICH INDIVIDUALS AND ORGANIZATIONS MAY SHARE THEIR RESOURCES IN ORDER TO ENHANCE THE QUALITY OF LIFE. UNITED WAY IS LOCALLY OWNED AND LOCALLY GOVERNED AND IS SUPPORTED PRIMARILY THROUGH DONOR CONTRIBUTIONS AND FUNDRAISING ACTIVITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 633 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $380,602 | PYContributionsGrantsAmt |
| CY Contributions Grants | $462,350 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $786 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $884 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,287 | PYOtherRevenueAmt |
| CY Other Revenue | $5,742 | CYOtherRevenueAmt |
| PY Total Revenue | $382,675 | PYTotalRevenueAmt |
| CY Total Revenue | $468,976 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $322,003 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $217,806 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $78,712 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $80,198 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $41,622 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $91,383 | PYOtherExpensesAmt |
| CY Other Expenses | $83,881 | CYOtherExpensesAmt |
| PY Total Expenses | $492,098 | PYTotalExpensesAmt |
| CY Total Expenses | $381,885 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$109,423 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $87,091 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $528,312 | TotalAssetsBOYAmt |
| Total Assets EOY | $588,643 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $375,531 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $316,316 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $152,781 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $272,327 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO INSPIRE OUR COMMUNITY TO INVEST ITS TIME, TALENTS AND TREASURES TO HELP OUR NEIGHBORHOOD MEET THE MOST BASIC NEEDS OF EDUCATION, HEALTH, AND INCOME BY IGNITING THE CARING POWER OF THE HUMAN SPIRIT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $237,937 | ExpenseAmt |
| Grant | $208,338 | GrantAmt |
| Desc | THE UNITED WAY OF MARSHALL COUNTY, INC. CONDUCTS COUNTY-WIDE FUNDRAISING EFFORTS ANNUALLY TO SUPPORT OTHER LOCAL AGENCIES AND SERVICE PROVIDERS THAT ADDRESS HEALTH AND HUMAN SERVICES NEEDS IN MARSHALL COUNTY, INDIANA. THE ORGANIZATION IS DEDICATED TO PROVIDING FUNDS FOR CHARITABLE, EDUCATIONAL, AND PHILANTHROPIC PURPOSES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,837 | ExpenseAmt |
| Desc | THE UNITED WAY OF MARSHALL COUNTY ESTABLISHED LONG TERM RECOVERY OPERATIONS IN FEBRUARY 2018 IN QUICK RESPONSE TO HISTORIC FLOODING IN MARSHALL COUNTY THAT IMPACTED TWO HUNDRED FIFTY HOUSEHOLDS. ONE HUNDRED THIRTEEN HOUSEHOLDS ENTERED CASE MANAGEMENT WITH SEVERAL FAMILIES DISPLACED, SOME FOR MONTHS. A STRONG COMMITTEE OF LOCAL LEADERS, WITH SUPPORT FROM THE 70-MEMBER INVOAD (INDIANA VOLUNTARY ORGANIZATIONS ACTIVE IN DISASTER) MET WEEKLY OVER THE NEXT ELEVEN MONTHS TO COORDINATE MORE THAN 800 VOLUNTEERS WHO COLLECTIVELY CONTRIBUTED 21,704 VOLUNTEER HOURS. IN ADDITION, THIS WORK HELPED SECURE 805,000 IN INDIVIDUAL ASSISTANCE SUPPORT FROM FEMA GRANTS AND SMALL BUSINESS ADMINISTRATION LOANS. WITH LOCAL CONTRIBUTIONS AND HELP FROM DISASTER RELIEF ORGANIZATIONS, TOTAL ASSISTANCE FOR INDIVIDUAL HOUSEHOLDS IN MARSHALL COUNTY WAS NEAR 1 MILLION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,442 | ExpenseAmt |
| Grant | $9,468 | GrantAmt |
| Desc | THE WORK2GETHER GRANT FUNDS SUPPORT COMMUNITY ENGAGEMENT ON EDUCATION ISSUES. PILOT PROGRAMS FOR KINDERGARTEN COUNTDOWN WERE LAUNCHED IN 2015 AT FOUR ELEMENTARY SCHOOLS IN MARSHALL COUNTY. THESE PROGRAMS REACHED NEARLY 80 CHILDREN WHO HAD NOT HAD PREVIOUS EXPOSURE TO PRESCHOOL OR DAYCARE IN EFFORTS TO INCREASE THE NUMBER OF CHILDREN WHO ARE KINDERGARTEN-READY AND ON TRACK WITH THE PEERS ENTERING SCHOOL. THE GRANT ALSO SUPPORTS CONTINUING EDUCATION INITIATIVES INCLUDING PROJECT LEAD THE WAY AND THE MARSHALL COUNTY CAREER SUCCESS COALITION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $263,216 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA YODER | PersonNm |
| Phone | 5749363366 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 N MICHIGAN ST | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46563 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JEFFREY HOUIN | ||||||
| PRESIDENT | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JUSTIN KUHN | ||||||
| TREASURER | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICHARD FEATHERSTONE | ||||||
| SECRETARY | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHRISTOPHER BERDAHL | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| STEVEN BOYER | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| TAMMY BOYS | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| DON ECKER JR | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| TRACY FOX | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| RODNEY JACOBS | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| LORETTA SCHMIDT | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| SARAH SMITH | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| LINDA YODER | ||||||
| EXECUTIVE DI | 15.00 | Yes (X) | $32,001 | $0 | $960 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $32,001 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $960 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $462,350 | AllOtherContributionsAmt |
| Total Contributions | $462,350 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE FEES | Desc |
| Total Revenue Column | $884 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $884 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $884 | TotalProgramServiceRevenueAmt |
| Fundraising Gross Income | $11,027 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $8,162 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,865 | TotalRevenueColumnAmt |
| Exclusion | $2,865 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $2,877 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,877 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,877 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $468,976 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,761 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,865 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,806 | TotalAmt |
| Program Services | $217,806 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,001 | TotalAmt |
| Program Services | $11,974 | ProgramServicesAmt |
| Management And General | $12,434 | ManagementAndGeneralAmt |
| Fundraising | $7,593 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,747 | TotalAmt |
| Program Services | $17,117 | ProgramServicesAmt |
| Management And General | $17,776 | ManagementAndGeneralAmt |
| Fundraising | $10,854 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,450 | TotalAmt |
| Program Services | $642 | ProgramServicesAmt |
| Management And General | $1,132 | ManagementAndGeneralAmt |
| Fundraising | $676 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,331 | TotalAmt |
| Management And General | $5,331 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,465 | TotalAmt |
| Management And General | $7,465 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,729 | TotalAmt |
| Program Services | $1,152 | ProgramServicesAmt |
| Management And General | $17,425 | ManagementAndGeneralAmt |
| Fundraising | $1,152 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115 | TotalAmt |
| Program Services | $10 | ProgramServicesAmt |
| Fundraising | $105 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,900 | TotalAmt |
| Program Services | $2,026 | ProgramServicesAmt |
| Management And General | $4,036 | ManagementAndGeneralAmt |
| Fundraising | $2,838 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,959 | TotalAmt |
| Program Services | $1,363 | ProgramServicesAmt |
| Management And General | $1,397 | ManagementAndGeneralAmt |
| Fundraising | $1,199 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,303 | TotalAmt |
| Program Services | $1,025 | ProgramServicesAmt |
| Fundraising | $8,278 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,337 | TotalAmt |
| Program Services | $4,337 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,151 | TotalAmt |
| Program Services | $295 | ProgramServicesAmt |
| Management And General | $536 | ManagementAndGeneralAmt |
| Fundraising | $320 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,178 | TotalAmt |
| Program Services | $571 | ProgramServicesAmt |
| Management And General | $1,006 | ManagementAndGeneralAmt |
| Fundraising | $601 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $10,840 | $4,895 | $3,722 | $2,223 |
| CAMPAIGN EXPENSE | $7,034 | $1,627 | $5,407 | |
| MISCELLANEOUS | $2,530 | $2,530 | ||
| EQUIPMENT REPAIRS | $1,363 | $357 | $630 | $376 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$354 | TotalAmt |
| Program Services | -$354 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,885 | TotalAmt |
| Program Services | $263,216 | ProgramServicesAmt |
| Management And General | $77,047 | ManagementAndGeneralAmt |
| Fundraising | $41,622 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,666 | BOYAmt |
| EOY | $123,761 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,439 | BOYAmt |
| EOY | $147,452 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,204 | BOYAmt |
| EOY | $7,410 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,253 | BOYAmt |
| EOY | $4,427 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,574 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,237 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,489 | BOYAmt |
| EOY | $2,337 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,261 | BOYAmt |
| EOY | $303,256 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $528,312 | BOYAmt |
| EOY | $588,643 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,096 | BOYAmt |
| EOY | $8,285 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $345,435 | BOYAmt |
| EOY | $308,031 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375,531 | BOYAmt |
| EOY | $316,316 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,366 | BOYAmt |
| EOY | $151,794 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,415 | BOYAmt |
| EOY | $120,533 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,781 | BOYAmt |
| EOY | $272,327 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $528,312 | BOYAmt |
| EOY | $588,643 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $87,091 | ReconcilationRevenueExpnssAmt |
| Donated Services And Use Fclts | $8,210 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $24,245 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $483,393 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $550,579 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $584,228 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $380,602 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $462,350 | CurrentTaxYearAmt |
| Total | $2,461,152 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $483,393 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $550,579 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $584,228 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $380,602 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $462,350 | CurrentTaxYearAmt |
| Total | $2,461,152 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,980 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,453,172 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,720 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $182 | CurrentTaxYearMinus3YearsAmt |
| Total | $41,902 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,618 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,110 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,400 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,306 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,027 | CurrentTaxYearAmt |
| Total | $57,461 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,560,515 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,761 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95810 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95400 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | 46,434 | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $231,595 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $18,923 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,489 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,189 | OtherExpendituresAmt |
| Administrative Expenses | $1,911 | AdministrativeExpensesAmt |
| End Year Balance | $233,929 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $221,130 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $23,981 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,096 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,105 | OtherExpendituresAmt |
| Administrative Expenses | $2,315 | AdministrativeExpensesAmt |
| End Year Balance | $231,595 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $238,093 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,883 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,240 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,386 | OtherExpendituresAmt |
| Administrative Expenses | $2,220 | AdministrativeExpensesAmt |
| End Year Balance | $221,130 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $210,413 | BeginningYearBalanceAmt |
| Contributions | $25,000 | ContributionsAmt |
| Investment Earnings Or Losses | $9,660 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,703 | OtherExpendituresAmt |
| Administrative Expenses | $3,277 | AdministrativeExpensesAmt |
| End Year Balance | $238,093 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $133,528 | BeginningYearBalanceAmt |
| Contributions | $62,747 | ContributionsAmt |
| Investment Earnings Or Losses | $18,232 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,491 | OtherExpendituresAmt |
| Administrative Expenses | $603 | AdministrativeExpensesAmt |
| End Year Balance | $210,413 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,574 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,237 | DepreciationAmt |
| Book Value | $2,337 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,337 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| L-T DESIGNATIONS PAYABLE | $172,868 |
| DESIGNATIONS PAYABLE | $135,163 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $308,031 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $427,730 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $15,118 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $24,245 | OtherRevenueAmt |
| Revenue Not Reported | $39,363 | RevenueNotReportedAmt |
| Revenue Subtotal | $388,367 | RevenueSubtotalAmt |
| Other Revenues Not Included | $80,609 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $80,609 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $468,976 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $308,184 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $6,908 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $8,162 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $15,070 | ExpensesNotReportedAmt |
| Expenses Subtotal | $293,114 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $88,771 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $88,771 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $381,885 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE PURPOSE OF THE FUND IS TO PROVIDE SUPPORT TO THE UNITED WAY OF MARSHALL COUNTY AS DIRECTED BY THE BOARD OF DIRECTORS OF THE COMMUNITY FOUNDATION. SUCH SUPPORT SHALL BE USED TO FURTHER THE CHARITABLE OR OTHER EXEMPT PURPOSES OF THE DESIGNATED AGENCY AND SHALL BE CONSISTENT WITH THE MISSION AND PURPOSES OF THE COMMUNITY FOUNDATION. |
| SCHEDULE D, PAGE 3, PART X | THE ORGANIZATION RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY- THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. THE ORGANIZATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES. THE ORGANIZATION'S FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS FOR 2014, 2015, AND 2016 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE INDIANA DEPARTMENT OF REVENUE. RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THEY ARE FILED. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | AGENCY INVESTMENT INCOME 24,245 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | DONOR DESIGNATIONS 88,771 SPECIAL EVENT EXPENSES -8,162 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | SPECIAL EVENT EXPENSES 8,162 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | DONOR DESIGNATIONS 88,771 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BEAMAN HOME | ||||||||
| 603 PARKER ST | WARSAW | IN | 46581 | 351656375 | 501C3 | $6,800 | OPERATIONS | |
| BOYS AND GIRLS CLUB OF MARSHALL | ||||||||
| 314 E JEFFERSON ST | PLYMOUTH | IN | 46563 | 351955489 | 501C3 | $39,600 | YOUTH SERVICES | COUNTY |
| CULVER BOYS AND GIRLS CLUB | ||||||||
| BOX 44 401 SCHOOL ST | CULVER | IN | 46511 | 352130065 | 501C3 | $16,500 | AFTER SCHOOL PROGRAM | |
| MARSHALL COUNTY COUNCIL ON AGING | ||||||||
| 305 W HARRISON ST | PLYMOUTH | IN | 46563 | 351522711 | 501C3 | $16,000 | SENIOR SERVICES | |
| MC NEIGHBORHOOD CENTER GIFT OF | ||||||||
| BOX 353 402 W GARRO ST | PLYMOUTH | IN | 46563 | 351539175 | 501C3 | $36,000 | COMMUNITY SERVICES | WARMTH |
| WOMEN'S CARE CENTER | ||||||||
| BOX 703 | PLYMOUTH | IN | 46563 | 351609945 | 501C3 | $16,000 | WOMENS' SERVICES | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE UNITED WAY OF MARSHALL COUNTY, INC. MONITORS THE USE OF GRANT FUNDS THROUGH THE ALLOCATION PROCESS. AT THE END OF EACH YEAR, EACH FUNDED ORGANIZATION IS REQUIRED TO PROVIDE STATISTICAL INFORMATIONAL DATA REGARDING THE INDIVIDUALS SERVED AND THE PROGRAMS IMPLEMENTED PRIOR TO CONSIDERATION FOR CONTINUED FUNDING. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 | THE ORGANIZATION SHARES EMPLOYEES WITH THE MARSHALL COUNTY COMMUNITY FOUND. |
| FORM 990, PAGE 2, PART III, LINE 4B | IN MARSHALL COUNTY WAS NEAR 1 MILLION. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE ORGANIZATION OBTAINS THE 990 FROM THE PAID TAX PREPARER. THE EXECUTIVE DIRECTOR REVIEWS THE 990. IF THE EXECUTIVE DIRECTOR HAS COMMENTS, SHE GIVES THEM TO THE TAX PREPARER. AFTER CONSIDERATION AND REVISION (IF NECESSARY), THE 990 IS SENT TO THE TREASURER, WHO IS ALSO THE HEAD OF THE FINANCE COMMITTEE. IF THE TREASURER HAS COMMENTS, THEY ARE DISCUSSED WITH THE EXECUTIVE DIRECTOR AND WITH THE TAX PREPARER. AFTER THE EXECUTIVE DIRECTOR, TREASURER, AND TAX PREPARER FINALIZE A DRAFT OF THE 990, THE DRAFT IS SENT VIA E-MAIL OR VIA UNITED STATES POSTAL SERVICE FOR THOSE MEMBERS WHO DO NOT HAVE E-MAIL ACCOUNTS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE ORGANIZATION MAINTAINS A WRITTEN CONFLICT OF INTEREST POLICY, WHICH IS AVAILABLE TO THE PUBLIC UPON REQUEST. EMPLOYEES AND MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST ANNUALLY. A MASTER LIST OF ALL CONFLICTS OF INTEREST PERTAINING TO THE BOARD OF DIRECTORS IS PROVIDED TO THE BOARD PRESIDENT ANNUALLY. THE EXECUTIVE DIRECTOR AND PROGRAM OFFICER/ADMINISTRATIVE ASSISTANT ARE RESPONSIBLE FOR MONITORING THE PROCESS AND MAKING SURE ALL NECESSARY DOCUMENTS HAVE BEEN RETRIEVED AND PROVIDED TO THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | COMPENSATION IS DECIDED DURING INITIAL EMPLOYMENT OR AT THE TIME OF ANNUAL REVIEW. THE EXECUTIVE DIRECTOR IS EVALUATED ON GOALS THAT ARE SET AT THE BEGINNING OF THE YEAR, AND ON OVERALL PERFORMANCE. THE BOARD OF DIRECTORS RECEIVES EVALUATION FORMS SO THAT EVERYONE CAN GIVE INPUT. THE EVALUATION FORMS ARE GATHERED BY THE PERSONNEL COMMITTEE. THE PERSONNEL COMMITTEE ANALYZES THE EVALUATIONS AND MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS. THE BOARD THEN MEETS AND DISCUSSES THE RECOMMENDATION FOR THE COST OF LIVING INCREASE UNTIL COMPENSATION IS AGREED UPON. THE PRESIDENT THEN MEETS WITH THE EXECUTIVE DIRECTOR AND GOES OVER THE EVALUATION AND COMPENSATION SET BY THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 15B | COMPENSATION IS DECIDED DURING INITIAL EMPLOYMENT OR AT THE TIME OF ANNUAL REVIEW. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST VIA E-MAIL OR UNITED STATES POSTAL SERVICE. |
| FORM 990, PART XI, LINE 9 | AGENCY INVESTMENT INCOME 24,245 DONOR DESIGNATIONS -88,771 SPECIAL EVENT EXPENSES 8,162 SPECIAL EVENT EXPENSES -8,162 DONOR DESIGNATIONS 88,771 TOTAL 24,245 |
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