UNITED WAY OF YELLOWSTONE COUNTY INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF YELLOWSTONE COUNTY INC (EIN 81-0287507)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-10-25
- IRS object ID
- 201822989349301337
- 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 | 2018-10-25T17:06:43-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810212932 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 N 28TH STREET SUITE 503 | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59101 | 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 | 810287507 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF YELLOWSTONE COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 4062728502 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2173 OVERLAND | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL BURTON | PersonNm |
| Person Title | PRESIDENT, CEO | PersonTitleTxt |
| Phone | 4062728502 | PhoneNum |
| Signature | 2018-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY E DARE | PreparerPersonNm |
| PTIN | P00537995 | PTIN |
| Phone | 4062481681 | PhoneNum |
| Preparation | 2018-10-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.175.81.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-22 | IPDt |
| IP Tm | 13:13:48 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D079D6C75A0E8C4D6FE4F972F6BACAC98FD772F4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CAROL BURTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2173 OVERLAND | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,225,123 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITEDWAYYELLOWSTONE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 76 | TotalEmployeeCnt |
| Total Volunteers | 1435 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,315,770 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,076,560 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $675,375 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $661,021 | CYProgramServiceRevenueAmt |
| PY Investment Income | $47,330 | PYInvestmentIncomeAmt |
| CY Investment Income | $146,385 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,213 | PYOtherRevenueAmt |
| CY Other Revenue | $1,689 | CYOtherRevenueAmt |
| PY Total Revenue | $2,042,688 | PYTotalRevenueAmt |
| CY Total Revenue | $1,885,655 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $391,881 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $365,691 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,113,960 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,037,956 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $159,882 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $610,162 | PYOtherExpensesAmt |
| CY Other Expenses | $485,563 | CYOtherExpensesAmt |
| PY Total Expenses | $2,116,003 | PYTotalExpensesAmt |
| CY Total Expenses | $1,889,210 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$73,315 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,555 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,077,770 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,999,006 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,111,673 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,022,683 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,966,097 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,976,323 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE UNITED WAY OF YELLOWSTONE COUNTY IS THE PRIMARY COMMUNITY-BUILDING ORGANIZATION. WE PROVIDE LEADERSHIP TO EFFECTIVELY MOBILIZE PEOPLE, AND FINANCIAL AND STRATEGIC RESOURCES TO IMPROVE PEOPLE'S LIVES. WE IDENTIFY AND ADDRESS PRIORITY NEEDS AND PROVIDE SOLUTIONS THAT ACHIEVE MEASURABLE RESULTS AND SUSTAINED COMMUNITY CHANGE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $365,691 | ExpenseAmt |
| Grant | $365,691 | GrantAmt |
| Desc | WITH FUNDING PROVIDED THROUGH GRANTS AND PRIVATE CONTRIBUTIONS TO THE COMMUNITY CARE FUND, UNITED WAY OF YELLOWSTONE COUNTY INVESTS AND PARTNERS WITH PROGRAMS THAT DIRECTLY BENEFIT INDIVIDUALS AND FAMILIES THAT LIVE IN OUR COMMUNITY. SEE SCHEDULE I OF ALLOCATIONS FOR A LIST OF AGENCIES RECEIVING SUPPORT DURING THE FISCAL YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $48,490 | ExpenseAmt |
| Revenue | $48,490 | RevenueAmt |
| Desc | DONOR DESIGNATIONS - UNITED WAY OF YELLOWSTONE COUNTY PROVIDES AN ADMINISTRATIVE CONDUIT FOR DONORS TO DESIGNATE CONTRIBUTIONS TO SPECIFIC AGENCIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,237,523 | ExpenseAmt |
| Revenue | $662,710 | RevenueAmt |
| Desc | WITH FUNDING PROVIDED THROUGH GRANTS AND PRIVATE CONTRIBUTIONS TO THE COMMUNITY CARE FUND, UNITED WAY OF YELLOWSTONE COUNTY HAS ADMINISTERED PROGRAMS THAT DIRECTLY BENEFIT INDIVIDUALS AND FAMILIES THAT LIVE IN OUR COMMUNITY. THESE PROGRAMS INCLUDE DISCOVER ZONE, READING MATTERS LITERACY PROGRAM, EMERGENCY FOOD AND SHELTER PROGRAM, COMMUNITY INCENTIVE PROGRAM AND VOLUNTEER ENGAGEMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,651,704 | 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 | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 76 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| 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 |
| 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 | UNITED WAY OF YELLOWSTONE COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4062523839 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2173 OVERLAND | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| BARBARA SCHNEEMAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRENDA KOCH | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES WETHERINGTON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRED BUTTON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOANNE PEABODY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KANE CLAUNCH | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KARLA STAUFFER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICE ELLIOTT | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KATIE EDWARDS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRET RUTHERFORD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATT SCHAFER | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MICHAEL ORLOWSKI | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBYN DRISCOLL | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT HARRINGTON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BILL HUPPERT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTIE JESSUP | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THERESA TRUCHOT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL BURTON | ||||||
| CEO | 40.00 | $89,124 | $0 | $16,817 | Yes (X) | |
| JANE CROWDER | ||||||
| FINANCE MANAGER | 40.00 | $53,151 | $0 | $14,659 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $142,275 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $31,476 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $42,467 | GovernmentGrantsAmt |
| All Other Contributions | $1,034,093 | AllOtherContributionsAmt |
| Total Contributions | $1,076,560 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CARE ACADEMY APPLICATI | 900099 | $654,103 | $654,103 |
| ADMINISTRATIVE FEE | 900099 | $6,778 | $6,778 |
| YVC SUMMER PROGRAM FEE | 900099 | $140 | $140 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $661,021 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,582 | TotalRevenueColumnAmt |
| Exclusion | $50,582 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $435,271 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $339,468 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $95,803 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,803 | TotalRevenueColumnAmt |
| Exclusion | $95,803 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER | 900099 | $1,623 | $1,623 |
| BAD DEBT RECOVERIES | 900099 | $66 | $66 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,689 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,885,655 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $662,710 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $146,385 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365,691 | TotalAmt |
| Program Services | $365,691 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,625 | TotalAmt |
| Program Services | $128,510 | ProgramServicesAmt |
| Management And General | $6,128 | ManagementAndGeneralAmt |
| Fundraising | $10,987 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $637,864 | TotalAmt |
| Program Services | $562,900 | ProgramServicesAmt |
| Management And General | $26,841 | ManagementAndGeneralAmt |
| Fundraising | $48,123 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,550 | TotalAmt |
| Program Services | $48,918 | ProgramServicesAmt |
| Management And General | $4,384 | ManagementAndGeneralAmt |
| Fundraising | $6,248 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,196 | TotalAmt |
| Program Services | $110,235 | ProgramServicesAmt |
| Management And General | $9,880 | ManagementAndGeneralAmt |
| Fundraising | $14,081 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,721 | TotalAmt |
| Program Services | $53,585 | ProgramServicesAmt |
| Management And General | $2,555 | ManagementAndGeneralAmt |
| Fundraising | $4,581 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,975 | TotalAmt |
| Management And General | $15,975 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,073 | TotalAmt |
| Fundraising | $18,073 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,178 | TotalAmt |
| Program Services | $17,338 | ProgramServicesAmt |
| Management And General | $255 | ManagementAndGeneralAmt |
| Fundraising | $7,585 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443 | TotalAmt |
| Program Services | $418 | ProgramServicesAmt |
| Management And General | $6 | ManagementAndGeneralAmt |
| Fundraising | $19 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,285 | TotalAmt |
| Program Services | $1,158 | ProgramServicesAmt |
| Management And General | $289 | ManagementAndGeneralAmt |
| Fundraising | $838 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,829 | TotalAmt |
| Program Services | $13,946 | ProgramServicesAmt |
| Management And General | $687 | ManagementAndGeneralAmt |
| Fundraising | $15,196 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,771 | TotalAmt |
| Program Services | $11,996 | ProgramServicesAmt |
| Management And General | $661 | ManagementAndGeneralAmt |
| Fundraising | $1,114 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,764 | TotalAmt |
| Program Services | $1,602 | ProgramServicesAmt |
| Fundraising | $162 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,053 | TotalAmt |
| Management And General | $1,053 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,251 | TotalAmt |
| Program Services | $25,154 | ProgramServicesAmt |
| Management And General | $1,761 | ManagementAndGeneralAmt |
| Fundraising | $2,336 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,930 | TotalAmt |
| Program Services | $13,877 | ProgramServicesAmt |
| Management And General | $764 | ManagementAndGeneralAmt |
| Fundraising | $1,289 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,150 | TotalAmt |
| Program Services | $32,607 | ProgramServicesAmt |
| Management And General | $2,513 | ManagementAndGeneralAmt |
| Fundraising | $3,030 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,119 | TotalAmt |
| Program Services | $5,314 | ProgramServicesAmt |
| Management And General | $1,312 | ManagementAndGeneralAmt |
| Fundraising | $493 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| CARE EXPENSES | $100,890 | $100,890 |
| EFSP EXPENSE | $33,631 | $33,631 |
| COMMUNITY RESOURCE CENT | $25,970 | $25,970 |
| EARLY CHILDHOOD | $21,957 | $21,957 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,294 | TotalAmt |
| Program Services | $76,007 | ProgramServicesAmt |
| Management And General | $2,560 | ManagementAndGeneralAmt |
| Fundraising | $25,727 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,889,210 | TotalAmt |
| Program Services | $1,651,704 | ProgramServicesAmt |
| Management And General | $77,624 | ManagementAndGeneralAmt |
| Fundraising | $159,882 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,483 | BOYAmt |
| EOY | $36,080 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $532,791 | BOYAmt |
| EOY | $822,439 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $346,930 | BOYAmt |
| EOY | $301,563 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,327 | BOYAmt |
| EOY | $33,763 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,415 | BOYAmt |
| EOY | $12,291 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,581,395 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $213,830 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,396,714 | BOYAmt |
| EOY | $1,367,565 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $980,475 | BOYAmt |
| EOY | $856,798 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $665,661 | BOYAmt |
| EOY | $549,814 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,974 | BOYAmt |
| EOY | $18,693 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,077,770 | BOYAmt |
| EOY | $3,999,006 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,267 | BOYAmt |
| EOY | $92,470 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,968 | BOYAmt |
| EOY | $36,472 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,315 | BOYAmt |
| EOY | $63,056 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $823,348 | BOYAmt |
| EOY | $782,699 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,775 | BOYAmt |
| EOY | $47,986 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,111,673 | BOYAmt |
| EOY | $1,022,683 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,525,528 | BOYAmt |
| EOY | $2,515,754 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $440,569 | BOYAmt |
| EOY | $460,569 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,966,097 | BOYAmt |
| EOY | $2,976,323 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,077,770 | BOYAmt |
| EOY | $3,999,006 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,555 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $13,781 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | $1,313,120 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,400,241 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,373,541 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,315,770 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,076,560 | CurrentTaxYearAmt |
| Total | $6,479,232 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,313,120 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,400,241 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,373,541 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,315,770 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,076,560 | CurrentTaxYearAmt |
| Total | $6,479,232 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $6,479,232 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,973 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,517 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$12,662 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,330 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $146,385 | CurrentTaxYearAmt |
| Total | $247,543 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,554 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,611 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,456 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,213 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,689 | CurrentTaxYearAmt |
| Total | $31,523 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,758,298 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,859,601 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95870 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97300 | 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 | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER REVENUE - 2013 AMOUNT: $ 1,554. 2014 AMOUNT: $ 10,611. 2015 AMOUNT: $ 13,456. 2016 AMOUNT: $ 4,213. 2017 AMOUNT: $ 1,689. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,646,136 | BeginningYearBalanceAmt |
| Contributions | $24,070 | ContributionsAmt |
| Investment Earnings Or Losses | -$245,091 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $18,503 | AdministrativeExpensesAmt |
| End Year Balance | $1,406,612 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,462,067 | BeginningYearBalanceAmt |
| Contributions | $25,489 | ContributionsAmt |
| Investment Earnings Or Losses | $174,710 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $16,130 | AdministrativeExpensesAmt |
| End Year Balance | $1,646,136 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,423,529 | BeginningYearBalanceAmt |
| Contributions | $69,157 | ContributionsAmt |
| Investment Earnings Or Losses | -$16,062 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $14,557 | AdministrativeExpensesAmt |
| End Year Balance | $1,462,067 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,427,231 | BeginningYearBalanceAmt |
| Contributions | $8,500 | ContributionsAmt |
| Investment Earnings Or Losses | $52,791 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $50,000 | OtherExpendituresAmt |
| Administrative Expenses | $14,993 | AdministrativeExpensesAmt |
| End Year Balance | $1,423,529 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,454,540 | BeginningYearBalanceAmt |
| Contributions | $29,943 | ContributionsAmt |
| Investment Earnings Or Losses | $108,333 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $150,000 | OtherExpendituresAmt |
| Administrative Expenses | $15,585 | AdministrativeExpensesAmt |
| End Year Balance | $1,427,231 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.09000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.33000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.58000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $443,873 | OtherCostOrOtherBasisAmt |
| Book Value | $443,873 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,056,083 | OtherCostOrOtherBasisAmt |
| Depreciation | $161,496 | DepreciationAmt |
| Book Value | $894,587 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $81,439 | OtherCostOrOtherBasisAmt |
| Depreciation | $52,334 | DepreciationAmt |
| Book Value | $29,105 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,367,565 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| FIXED INCOME SECURITIES | $401,265 | F |
| COMPLEMENTARY STRATEGIES | $76,340 | F |
| REAL ASSET SECURITIES | $72,209 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $549,814 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY FUNDS | $46,711 |
| CAPITAL LEASE OBLIGATIONS | $12,150 |
| UNAMORTIZED DEBT ISSUANCE COSTS | -$10,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $47,986 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,899,436 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $13,781 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $13,781 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,885,655 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,885,655 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,889,210 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,889,210 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,889,210 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE INCOME FROM THE ENDOWMENT FUND THAT IS MADE AVAILABLE TO THE UNITED WAY BOARD OF DIRECTORS MAY BE USED AS FOLLOWS: 1)TO MEET UNANTICIPATED NEEDS AND EMERGING PROBLEMS THAT DEMAND AN EARLY RESPONSE THROUGH NEW OR EXISTING PROGRAMS REQUIRING A LEVEL OF FUNDING NOT AVAILABLE FROM THE ANNUAL CAMPAIGN; 2)TO MAINTAIN OR EXPAND SERVICE LEVELS DURING ECONOMIC DOWN CYCLES OR PERIODS OF INCREASED UNEMPLOYMENT OR PHYSICAL DISASTER WHICH REQUIRE ADDITIONAL HEALTH AND HUMAN SERVICES WHEN FINANCIAL RESOURCES ARE LIMITED; 3)TO SUPPORT UNITED WAY'S ROLE IN THE COMMUNITY AS A FACILITATOR TO FOCUS THE ATTENTION AND RESOURCES OF OTHER SECTORS ON HIGH PRIORITY PROBLEMS; 4)TO HELP ASSURE THE FINANCIAL STABILITY OF AGENCIES FACING UNUSUAL OR CATASTROPHIC FINANCIAL PROBLEMS THAT EXCEED THEIR OWN RESOURCES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ADULT RESOURCE ALLIANCE | |||||||
| 1505 AVE D | BILLINGS | MT | 59102 | 810364744 | 501(C)(3) | $20,000 | KEEPING ADULTS 60+ INDEPENDENT AND INVOLVED |
| BIG SKY SENIOR SERVICES INC | |||||||
| 937 GRAND AVE | BILLINGS | MT | 59102 | 810364919 | 501(C)(3) | $40,000 | FRIENDS VOLUNTEER PROGRAM |
| BOYS & GIRLS CLUBS OF YELLOWSTONE COUNTY | |||||||
| 505 ORCHARD LANE | BILLINGS | MT | 59101 | 810308003 | 501(C)(3) | $40,000 | PROJECT LEARN - YOUTH DEVELOPMENT |
| DISTRICT 7 HRDC | |||||||
| PO BOX 2016 | BILLINGS | MT | 59103 | 810300207 | 501(C)(3) | $25,000 | COMMUNITY RESOURCES |
| FAMILY SERVICE INC | |||||||
| 1824 1ST AVE N PO BOX 1020 | BILLINGS | MT | 59103 | 810232120 | 501(C)(3) | $30,000 | HELPING NEIGHBORS IN NEED/FINANCIAL STABILITY & INDEPENDENCE |
| FRIENDSHIP HOUSE | |||||||
| 3123 8TH AVE S | BILLINGS | MT | 59101 | 810300497 | 501(C)(3) | $65,000 | FRIENDSHIP YOUTH DEVELOPMENT PROGRAM |
| YELLOWSTONE CASA INC | |||||||
| PO BOX 688 | BILLINGS | MT | 59103 | 481301287 | 501(C)(3) | $40,000 | ADVOCATES FOR ABUSED/NEGLECTED CHILDREN IN 13TH JUDICIAL DISTRICT |
| YOUNG FAMILIES EARLY HEAD START | |||||||
| 1020 COOK PO BOX 51269 | BILLINGS | MT | 59104 | 810422429 | 501(C)(3) | $15,000 | YOUTH DEVELOPMENT FOR LOW-INCOME PREGNANT WOMEN & FAMILIES. |
| YWCA OF BILLINGS | |||||||
| 909 WYOMING AVE | BILLINGS | MT | 59101 | 810235415 | 501(C)(3) | $55,000 | QUALITY, AFFORDABLE FULL-DAY CHILD CARE ON A SLIDING SCALE. |
| TUMBLEWEED RUNAWAY PROGRAM INC | |||||||
| 505 NORTH 24TH STREET | BILLINGS | MT | 59101 | 363343886 | 501(C)(3) | $20,000 | TO FURTHER THE MISSION PROGRESS OF THE GRANTEE ORGANIZATION |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | INCOME FROM FEDERALLY FUNDED PROJECTS MUST BE ALLOWABLE BY THE FUNDING AND USED IN ACCORDANCE WITH THE PROGRAM AGREEMENT AND FEDERAL GUIDELINES. SPECIFICALLY THIS INCOME MUST BE LIMITED TO ONE OR MORE OF THE FOLLOWING: FURTHERING THE ELIGIBLE PROJECT OR PROGRAM OBJECTIVES FINANCING THE NON-FEDERAL SHARE OF THE PROJECT OR PROGRAM DEDUCTING IT FROM THE TOTAL FEDERAL SHARE OF PROJECT OR PROGRAM ALLOWABLE COSTS. DISBURSEMENTS MUST BE SUPPORTED BY THE CHECK STUB, WHEN PAID BY CHECK, AND A COPY OF THE INVOICE OR APPROPRIATE DOCUMENTATION SUPPORTING THE DISBURSEMENT. ALL DISBURSEMENTS FOR GRANT PROGRAMS MUST BE ALLOWABLE UNDER THE GRANT AGREEMENT. ALL OF THESE DOCUMENTATIONS ARE MAINTAINED FOR 7 YEARS IN THE FILES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 WILL BE REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. IT IS THEN PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | UNITED WAY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY HAVING STAFF AND BOARD SIGN THE POLICY AND DISCLOSE ANY CONFLICT OF INTEREST IN WRITING ONCE A YEAR. WE ALSO REMIND BOARD MEMBERS ABOUT CONFLICT OF INTEREST BEFORE ANY ACTION DECISIONS AT BOARD MEETINGS. TO AVOID ANY CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT OF INTEREST WHICH COULD TARNISH THE REPUTATION OF UWYC OR UNDERMINE THE PUBLIC'S TRUST, UWYC BOARD MEMBERS, STAFF, VOLUNTEERS, AND REPRESENTATIVES SHOULD: (1) AVOID ANY ACTIVITY OR OUTSIDE INTEREST WHICH CONFLICTS OR APPEARS TO CONFLICT WITH THE BEST INTEREST OF UWYC, INCLUDING INVOLVEMENT WITH A CURRENT OR POTENTIAL UWYC VENDOR, GRANTEE OR COMPETING ORGANIZATION UNLESS DISCLOSED TO AND DEEMED TO BE APPROPRIATE BY THE DECISION-MAKING BODY WHO WILL TAKE THE MATTER TO THE BOARD. (2) ENSURE THAT OUTSIDE EMPLOYMENT AND OTHER ACTIVITIES DO NOT ADVERSELY AFFECT THE PERFORMANCE OF THEIR UWYC DUTIES OR THE ACHIEVEMENT OF UWYC'S MISSION. (3) ENSURE THAT TRAVEL, ENTERTAINMENT AND RELATED EXPENSES ARE INCURRED ON A BASIS CONSISTENT WITH THE MISSION OF UWYC AND NOT FOR PERSONAL GAIN OR INTEREST. (4) DECLINE ANY GIFT, GRATUITY OR FAVOR IN THE PERFORMANCE OF UWYC DUTIES EXCEPT FOR PROMOTIONAL ITEMS OF NOMINAL VALUE (UNDER $25). DECLINES THE OFFER OF ANY FOOD, TRANSPORTATION, LODGING OR ENTERTAINMENT UNLESS DIRECTLY RELATED TO UWYC BUSINESS. (5) REFRAIN FROM INFLUENCING THE SELECTION OF STAFF, CONSULTANTS OR VENDORS WHO ARE RELATIVES OR PERSONAL FRIENDS OR AFFILIATED WITH OR EMPLOYED BY A PERSON WITH WHOM THEY HAVE A RELATIONSHIP THAT MIGHT GIVE THE APPEARANCE OF PARTIALITY. UWYC VOLUNTEERS: (1) SHOULD NOT KNOWINGLY TAKE ANY ACTION OR MAKE ANY STATEMENT INTENDED TO INFLUENCE THE CONDUCT OF UWYC IN SUCH A WAY AS TO CONFER ANY FINANCIAL BENEFIT ON THEMSELVES, THEIR IMMEDIATE FAMILY MEMBERS OR ANY ORGANIZATION IN WHICH THEY OR THEIR IMMEDIATE FAMILY MEMBERS HAVE A SIGNIFICANT INTEREST AS STAKEHOLDERS, DIRECTORS OR OFFICERS. (2) SHOULD DISCLOSE ALL KNOWN CONFLICTS OR POTENTIAL CONFLICTS OF INTEREST IN ANY MATTER TO THE PRESIDENT, CEO OR BOARD PRESIDENT WHO WILL TAKE THE MATTER TO THE EXECUTIVE COMMITTEE OR BOARD. BOARD MEMBERS WILL MAKE THEIR DISCLOSURE TO THE BOARD, OR TO THE CHAIR OF ANY COMMITTEE UPON WHICH THEY SERVE. THEY WILL WITHDRAW FROM THE MEETING ROOM DURING ANY DISCUSSION, REVIEW AND VOTING IN CONNECTION WITH SUCH MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE REVIEWS THE PRESIDENT/CEO EACH YEAR AND THEN COMPENSATION CHANGES ARE APPROVED BY THE BOARD OF DIRECTORS. THE POLICY OF THE UNITED WAY OF YELLOWSTONE COUNTY IS TO COMPENSATE EMPLOYEES FAIRLY FOR THE RESPONSIBILITIES THEY PERFORM. AS PART OF THIS POLICY, THE UNITED WAY... 1.MAINTAINS A COMPENSATION SYSTEM THAT COMPARES FAVORABLY TO THE NON-PROFIT INDUSTRY AND OTHER UNITED WAYS OF COMPARABLE SIZE. 2.ASSIGNS EACH POSITION A SALARY RANGE BASED UPON JOB RESPONSIBILITIES, CONTENT AND REQUIREMENTS. 3.PAYS INDIVIDUAL SALARIES THAT ARE CONSISTENT WITH AN EMPLOYEE'S PERFORMANCE AND EXPERIENCE. 4.ENSURES COMPLIANCE WITH FEDERAL AND STATE REGULATIONS. 5.COMMUNICATES ITS PROGRAM OBJECTIVES AND PRACTICES TO EMPLOYEES. THE EXECUTIVE COMMITTEE WILL ALSO... 6.ANNUALLY REVIEW THE SALARY RANGES OF ALL POSITIONS AND WILL RECOMMEND PERIODIC ADJUSTMENTS BASED ON SUCH FACTORS AS THE COST OF LIVING, THE LOCAL ECONOMY, THE EXPERIENCE OF OTHER SIMILAR ORGANIZATIONS, THE COMMUNITY NORM, COMPETITION, ETC. 7.ANNUALLY RECOMMEND TO THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS A GUIDELINE FOR COMPENSATION BASED ON SALARY RANGE, PROGRESSION AND PERFORMANCE. 8.ANNUALLY REVIEW THE PERFORMANCE OF THE PRESIDENT/CEO AND SET COMPENSATION IN LIGHT OF THE ABOVE CRITERIA AND GUIDELINES. THE PRESIDENT/CEO OF THE UNITED WAY WILL... 9.ENSURE TIMELY ANNUAL EVALUATIONS OF THE STAFF. 10.ADJUST SALARIES OF ALL STAFF WITHIN THE GUIDELINES ADOPTED BY THE BOARD OF DIRECTORS. 11.RECOMMEND TO THE EXECUTIVE COMMITTEE OTHER COMPENSATION SUCH AS BONUSES, TIME OFF, ETC. TO REWARD PERFORMANCE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AND THROUGH THE WEBSITE: WWW.UNITEDWAYYELLOWSTONE.ORG. |
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