2019-04-09T14:39:12-05:00 2018-08-31 521999052 ASKEY ASKEY & ASSOCIATES CPA LLC PO BOX 662 LEONARDTOWN MD 206500662 990 2017-09-01 521356960 UNITED WAY OF CHARLES COUNTY INC UNIT 3016094844 PO BOX 2141 LA PLATA MD 20646 MICHAEL BELLIS EXECUTIVE DIRECTOR 3016094844 2019-03-28 JANICE E ROHME CPA P00059614 3014755671 2019-03-28 167.68.16.49 2019-04-09 14:39:12 CD P 857A3D82B917E64ED5128A3ED64A28E74E74947D 857A3D82B917E64ED5128A3ED64A28E74E74947D 2017 2019-02-21 02:37:17Z MICHAEL BELLIS PO BOX 2141 LAPLATA MD 20646 442122 false X WWW.UNITEDWAYCHARLES.ORG X 1983 MD TO PROVIDE ALL CITIZENS OF CHARLES COUNTY THE MEANS TO INVEST IN THEIR COMMUNITY TO BRING ABOUT POSITIVE CHANGES IN PEOPLES' LIVES. 16 16 2 125150 0 514611 388117 0 1339 71 37409 33469 553359 421657 146561 122598 0 125498 137498 0 62340 290315 297053 562374 557149 -9015 -135492 450603 422428 128546 233820 322057 188608 TO PROVIDE ALL CITIZENS OF CHARLES COUNTY THE MEANS TO INVEST IN THEIR COMMUNITY TO BRING ABOUT POSITIVE CHANGES IN PEOPLES' LIVES. false false 449523 122598 CONDUCTING FUNDRAISING CAMPAIGNS IN CHARLES COUNTY, MD AND DISTRIBUTING FUNDS COLLECTED TO MEMBER AND NUMEROUS NON-MEMBER AGENCIES. 449523 true true false false false false false false false true true true false false true false true false false false false false false false true false false true false false false false false false false false false false false false false false false true false false false true 3 0 2 true false false false false false true true false false false false false false X 16 16 false false false false false true true true true false false false true true true true true true true false MD X X X MIKE BELLIS 3016094844 10250 LA PLATA ROAD LA PLATA MD 20646 GILBERT BOWLING PAST CHAIR 3.00 X X 0 0 0 CRYSTAL JACKSON CHAIR ELECT 3.00 X X 0 0 0 STEPHEN SALVAS CHAIRMAN 3.00 X X 0 0 0 RUSSELL YATES TREASURER 3.00 X X 0 0 0 JOSH COCKERHAM DIRECTOR 3.00 X 0 0 0 JOHN COLLER SECRETARY 3.00 X X 0 0 0 STACEY COOK DIRECTOR 3.00 X 0 0 0 LOLITA CURTIS DIRECTOR 3.00 X 0 0 0 STEVE DAVIS DIRECTOR 3.00 X 0 0 0 LINDA GILL DIRECTOR 3.00 X 0 0 0 KATHY REAMY DIRECTOR 3.00 X 0 0 0 TISHA TYLER DIRECTOR 3.00 X 0 0 0 MICHAEL BELLIS EXECUTIVE DI 40.00 X 64113 0 0 MONISE BROWN DIRECTOR 3.00 X 0 0 0 BILL DOTSON DIRECTOR 3.00 X 0 0 0 JOHN MORGAN DIRECTOR 3.00 X 0 0 0 HEATHER CEASE DIRECTOR 3.00 X 0 0 0 64113 false false false 169264 13432 205421 13432 388117 71 71 16569 16569 16569 16569 25003 13432 20465 4538 ANTICIPATED SHRINKAGE WITHHEL 7100 7100 ADMINISTRATIVE FEE DESIGNATED 4865 4865 MISCELLANEOUS INCOME 397 397 12362 421657 29002 122598 122598 70786 35384 10735 24667 40427 20208 6131 14088 3111 1555 472 1084 14462 7229 2193 5040 8712 4355 1321 3036 11673 3502 8171 8858 8708 90 60 1170 585 585 8355 7574 367 414 20417 10209 4219 5989 1126 703 423 4154 1662 2492 3853 3853 2604 2604 DESIGNATIONS TO AGENCIES 198969 198969 WATERSHED GRANT 10952 10952 EQUIPMENT RENTAL & MAINT. 6668 2667 1334 2667 UNCOLLECTIBLE PLEDGES 5520 2870 2650 12734 9793 1304 1637 557149 449523 45286 62340 51730 37019 144179 114393 159653 167728 6056 8567 5860 13406 98388 50261 51980 48127 31145 33188 450603 422428 126227 158994 11962 2319 9782 53082 128546 233820 X 259957 141211 48100 33397 14000 14000 322057 188608 450603 422428 -135492 2043 X false true X true false X 540008 525449 506290 514611 388117 2474475 48945 56475 56475 56475 54592 272962 588953 581924 562765 571086 442709 2747437 2747437 17250 18392 19994 19673 16640 91949 67873 55382 61496 40728 37364 262843 3102229 250878 0.88560 0.87690 X PART II, LINE 10 SPECIAL EVENTS 178,805 OTHER REVENUE 84,038 31145 2043 33188 28634 2511 31145 23233 4000 1401 28634 23986 -753 23233 21140 2846 23986 0.58000 0.42000 true false 79666 32535 47131 18722 17726 996 48127 ENDOWMENT HELD BY OTHERS 33188 F 33188 GRANTS DUE TO PARTNER AGENCIES 53082 53082 297028 2043 54592 22748 79383 217645 204012 204012 421657 430477 54592 22748 77340 353137 204012 204012 557149 SCHEDULE D, PAGE 2, PART V, LINE 4 TO CONTINUE AND FURTHER THE WORK OF UNITED WAY OF CHARLES COUNTY BY PROVIDING A FUND WHICH WILL INCREASE IN VALUE AND PROVIDE FUNDS FOR FUTURE USE BY THE ORGANIZATION. SCHEDULE D, PAGE 4, PART XI, LINE 2D SPECIAL EVENT DIRECT EXPENSES 13,432 OTHER IN-KIND DONATIONS 9,316 SCHEDULE D, PAGE 4, PART XI, LINE 4B AMOUNTS DESIGNATED BY DONORS 198,969 HOMELESS RESOURCE DAY PROGRAM EXP 5,043 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENT DIRECT EXPENSES 13,432 OTHER IN-KIND DONATIONS 9,316 SCHEDULE D, PAGE 4, PART XII, LINE 4B AMOUNTS DESIGNATED BY DONORS 198,969 HOMELESS RESOURCE DAY PROGRAM EXP 5,043 All States GOLF TOURNAMENT 38435 13432 25003 13432 5588 1445 38435 13432 25003 13432 5588 1445 20465 4538 true CHARLES COUNTY CHILDREN'S AID SOCIE 3000 HUNTINGTON CIRCLE WALDORF MD 20602 520610536 3 12923 PROGRAM COSTS TRI-COUNTY YOUTH SERVICES BUREAU PO BOX 1798 WALDORF MD 20604 521384775 3 16454 YOUTH COUNSELING HEALTH PARTNERS INC PO BOX 1865 WALDORF MD 20604 521767044 3 15560 MEDICAL & DENTAL CHARLES COUNTY LITERACY COUNCIL 10250 LA PLATA ROAD LA PLATA MD 20646 521525917 3 13120 LITERACY OUTREACH HUMANE SOCIETY OF CHARLES COUNTY PO BOX 1015 WALDORF MD 20604 521212430 3 6375 ANIMAL EDUCATION CENTER FOR CHILDREN INC 6100 RADIO STATION ROAD LAPLATA MD 20646 521631026 3 14354 YOUTH SUPPORT CHARLES COUNTY MEALS ON WHEELS PO BOX 1708 LA PLATA MD 20646 521623790 3 10000 MEAL PROVIDER NAT CAP AREABOY SCOUTS OF AMERIC 9190 ROCKVILLE PIKE BETHESDA MD 20814 530204610 3 6500 YOUTH COUNSELING THE JUDE HOUSE INC PO BOX 1057 LAPLATA MD 20646 520976886 3 10000 ABUSE RECOVERY CENTER FOR ABUSED PERSONS 2670 CRAIN HIGHWAY WALDORF MD 20601 521280683 3 8824 REDUCE ABUSE 10 SCHEDULE I, PAGE 1, PART I, LINE 2 UNITED WAY OF CHARLES COUNTY HAS FORMED COMMITTEES TO EVALUATE THE APPLICATIONS FOR EACH OF ITS GRANT PROGRAMS. THE COMMITTEES RECOMMEND THE LEVELS OF GRANT FUNDING TO THE BOARD OF DIRECTORS FOR APPROVAL. THE GRANT RECIPIENTS ARE REQUIRED TO SUBMIT REPORTS AND DOCUMENTATION TO UNITED WAY OF CHARLES COUNTY WHEN REQUESTING DISBURSEMENTS OF THEIR APPROVED GRANT FUNDS. FORM 990, PAGE 1, PART I, LINE 6 ONCE A YEAR WE HAVE OUR ANNUAL DAY OF CARING IN WHICH VOLUNTEERS FROM PRIVATE COMPANIES, AND ORGANIZATIONS WORK AT VARIOUS PARTNER AGENCIES FOR A HALF OR FULL DAY OF SERVICE. THEY DO VARIOUS "CHORES" SUCH AS: GARDENING, LANDSCAPING, PAINTING, CLEANING, REPAIRING OR BUILDING SMALL ITEMS OF FURNITURE, DELIVERING MEALS ON WHEELS TO SHUT-INS, PREPARING EDUCATIONAL MATERIALS, OR PREPARING BULK MAILINGS. WE USUALLY AVERAGE BETWEEN 125 AND 150 VOLUNTEERS EACH YEAR FOR THIS SPECIAL EVENT. WE ALSO HAVE VOLUNTEERS WHO WORK AT OUR ANNUAL GOLF TOURNAMENT. SOME OF THESE VOLUNTEERS ARE OUR BOARD MEMBERS AND SOME ARE FROM THE COMMUNITY OR ARE PAST BOARD MEMBERS. WE ALSO USUALLY HAVE SOME WHO ARE VOLUNTEERS IN COMMUNITY SERVICE. FORM 990, PAGE 6, PART VI, LINE 7A PERSONS WHO DESIRE TO SERVE ON THE BOARD OF DIRECTORS OF THE UNITED WAY OF CHARLES COUNTY COMPLETE AN APPLICATION FORM WITH INFORMATION ABOUT THEMSELVES, WHERE THEY LIVE AND WORK, SPECIAL INTERESTS OR SKILLS, ETC. AND SUBMIT IT TO THE UNITED WAY OFFICE. THE PERSON'S APPLICATION IS PRESENTED BY THE EXECUTIVE DIRECTOR TO THE EXECUTIVE COMMITTEE AND THEN TO THE FULL BOARD FOR ELECTION ONTO THE BOARD OF DIRECTORS. THAT PERSON COMMITS TO SERVING A THREE-YEAR TERM WITH AN OPTION TO SERVE A SECOND THREE-YEAR TERM IF RE-ELECTED. FORM 990, PAGE 6, PART VI, LINE 7B AT THE ANNUAL MEETING IN NOVEMBER ANY PARTNER AGENCIES WHO ATTEND MAY VOTE ON THE ACCEPTANCE OF NEW BOARD MEMBERS AND THE ANNUAL REPORT. THEY HAVE AN OPPORTUNITY AT THAT MEETING TO EXPRESS ANY CONCERNS OR ASK ANY QUESTIONS THEY MIGHT HAVE OF THE UNITED WAY BOARD AND STAFF. FORM 990, PAGE 6, PART VI, LINE 11B UNITED WAY OF CHARLES COUNTY HAS AN AUDIT COMMITTEE CONSISTING OF MEMBERS OF THE BOARD (OTHER THAN THE TREASURER AND CHAIRPERSONS.) THE COMMITTEE REVIEWS THE DRAFT AUDIT PRESENTED BY THE ACCOUNTING FIRM THAT AUDITED THE ORGANIZATION, AND THEN REVIEWS THE IRS FORM 990 PRIOR TO IT BEING SIGNED BY THE EXECUTIVE DIRECTOR AND SENT TO THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C IN JANUARY OF EACH YEAR UNITED WAY OF CHARLES COUNTY SENDS EACH MEMBER OF THE BOARD OF DIRECTORS THE CONFLICT OF INTEREST STATEMENT WHICH THEY ARE ASKED TO SIGN, DATE, AND RETURN TO THE UNITED WAY OFFICE TO BE KEPT ON FILE. FORM 990, PAGE 6, PART VI, LINE 15A UNITED WAY OF CHARLES COUNTY HAS A PERSONNEL COMMITTEE WHICH ANNUALLY RECOMMENDS TO THE BOARD OF DIRECTORS THE SALARY AND COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR AND OTHER EMPLOYEES. BEFORE RECOMMENDING THE SALARIES, THE PERSONNEL COMMITTEE LOOKS AT OTHER NON-PROFIT EXECUTIVE POSITION SALARIES IN THE REGION AND ALSO REVIEWS THE LATEST EDITION OF THE UNITED WAY HUMAN CAPITAL STUDY - SALARY REPORT PUBLISHED BY THE UNITED WAY WORLDWIDE. THEY COMPARE OUR STAFF SALARIES TO THOSE STAFF IN OTHER UNITED WAYS OF COMPARABLE SIZE AND INCOME. FORM 990, PAGE 6, PART VI, LINE 15B SEE DESCRIPTION FOR COMPENSATION REVIEW PROCESS FOR EXECUTIVE DIRECTOR ABOVE. FORM 990, PAGE 6, PART VI, LINE 19 OUR ANNUAL CAMPAIGN BROCHURE STATES, "A COPY OF THE CURRENT FINANCIAL STATEMENT OF THE UNITED WAY OF CHARLES COUNTY OR OF THE COMMUNITY HEALTH CHARITIES MAY BE OBTAINED BY WRITING TO THE RESPECTIVE OFFICES. DOCUMENTS PERTAINING TO EACH AGENCY ARE FILED WITH AND MAY BE OBTAINED FROM THE SECRETARY OF STATE. UNITED WAY OF CHARLES COUNTY IS A 501(C)(3) ORGANIZATION." THE ANNUAL INFORMATION RETURN FOR UNITED WAY OF CHARLES COUNTY IS ALSO AVAILABLE ON WWW.GUIDESTAR.ORG. INFORMATION ABOUT US IS ALSO ON THE UNITED WAY OF CHARLES COUNTY WEBSITE (WWW.UNITEDWAYCHARLES.ORG) AND PEOPLE MAY REQUEST COPIES OF ANY OF OUR POLICIES, ANNUAL REPORTS, FORM 990'S, ETC. SIMPLY BY EMAILING, CALLING, OR WRITING TO US. FORM 990, PART XI, LINE 9 SPECIAL EVENT DIRECT EXPENSES 13,432 OTHER IN-KIND DONATIONS 9,316 AMOUNTS DESIGNATED BY DONORS -198,969 HOMELESS RESOURCE DAY PROGRAM EXP -5,043 SPECIAL EVENT DIRECT EXPENSES -13,432 OTHER IN-KIND DONATIONS -9,316 AMOUNTS DESIGNATED BY DONORS 198,969 HOMELESS RESOURCE DAY PROGRAM EXP 5,043 UNITED WAY WORLDWIDE (FORMERLY UNITED WAY OF AMERICA) 701 N FAIRFAX STREET ALEXANDRIA VA 22314 131635294 CHARITABLE VA C3 7 N/A false false false false false false false false false false false false false false false false false false false false