UNITED WAY OF GREATER GREENSBORO INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF GREATER GREENSBORO INC (EIN 56-0668555)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-04-26
- IRS object ID
- 201711169349300411
- Schema version
- 2015v3.0
- 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 | 2017-04-26T10:25:36-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205907591 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH LEONARD PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4035 PREMIER DRIVE SUITE 300 | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27265 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560668555 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF GREATER GREENSBORO INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 3363786600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 YANCEYVILLE STREET | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27405 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE GETHERS-CLARK | PersonNm |
| Person Title | PRESIDENT/CEO/DIRECTOR | PersonTitleTxt |
| Phone | 3363786600 | PhoneNum |
| Signature | 2017-04-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADRIENNE MCKINNEY | PreparerPersonNm |
| PTIN | P00819656 | PTIN |
| Phone | 3368830181 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | MICHELLE GETHERS-CLARK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 YANCEYVILLE STREET | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,339,770 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITEDWAYGSO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | UNITED WAY OF GREATER GREENSBORO IS A NONPROFIT ORGANIZATION THAT MAKES INVESTMENTS IN THE COMMUNITY SO THAT EVERY INDIVIDUAL AND FAMILY CAN SUCCEED. THROUGH COMMUNITY PARTNERSHIPS, UNITED WAY HELPS CHILDREN AND YOUNG PEOPLE SUCCEED IN SCHOOL AND IN LIFE, OFFERS FINANCIAL STABILITY FOR INDIVIDUALS AND FAMILIES, AND EMPOWERS ALL TO LEAD A HEALTHY LIFE. UNITED WAY MOBILIZES AND UNITES THE PASSION, EXPERTISE AND RESOURCES OF CARING CITIZENS AND INVESTS IN EFFECTIVE PROGRAMS TO ACHIEVE SOLUTIONS TO THE COMMUNITY'S MOST CRITICAL ISSUES. TOGETHER, WITH COMMUNITY AND CORPORATE PARTNERS, DONORS, VOLUNTEERS AND ADVOCATES, UNITED WAY OF GREATER GREENSBORO IS FOCUSING ITS WORK ON BREAKING THE CYCLE OF POVERTY IN GREATER GREENSBORO AND CREATING OPPORTUNITIES FOR A HIGH QUALITY OF LIFE FOR ALL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 38 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 38 | VotingMembersIndependentCnt |
| Total Employee | 40 | TotalEmployeeCnt |
| Total Volunteers | 916 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,806,900 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,255,852 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,525 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $36,883 | CYProgramServiceRevenueAmt |
| PY Investment Income | $672,310 | PYInvestmentIncomeAmt |
| CY Investment Income | $166,970 | CYInvestmentIncomeAmt |
| PY Other Revenue | $25,622 | PYOtherRevenueAmt |
| CY Other Revenue | $25,460 | CYOtherRevenueAmt |
| PY Total Revenue | $12,524,357 | PYTotalRevenueAmt |
| CY Total Revenue | $10,485,165 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,040,507 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,589,241 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,116,458 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,270,761 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $729,652 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $682,634 | PYOtherExpensesAmt |
| CY Other Expenses | $608,747 | CYOtherExpensesAmt |
| PY Total Expenses | $11,839,599 | PYTotalExpensesAmt |
| CY Total Expenses | $10,468,749 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $684,758 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $16,416 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,748,632 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,630,589 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,779,317 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,870,098 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,969,315 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,760,491 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,097,651 | ExpenseAmt |
| Grant | $5,670,339 | GrantAmt |
| Revenue | $7,589,441 | RevenueAmt |
| Desc | SUPPORT AGENCY PROGRAMS OF GREATER GREENSBORO:UNITED WAY OF GREATER GREENSBORO UTILIZES A VOLUNTEER-DRIVEN PROCESS TO INVEST RESOURCES IN INITIATIVES AND PROGRAMS THAT ARE FOCUSED ON CREATING SOLID FOUNDATIONS IN THE AREAS OF EDUCATION, FINANCIAL STABILITY, AND HEALTH, BECAUSE THESE ARE THE BUILDING BLOCKS FOR A QUALITY LIFE. WE ALL WIN WHEN CHILDREN SUCCEED IN SCHOOL, FAMILIES ARE FINANCIALLY STABLE, AND PEOPLE ARE STRONGER AND HEALTHIER. SEE STATEMENT 1 FOR THE LISTING OF THE INVESTMENT OF RESOURCES BY UNITED WAY OF GREATER GREENSBORO. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,188,939 | ExpenseAmt |
| Grant | $1,918,902 | GrantAmt |
| Revenue | $2,593,141 | RevenueAmt |
| Desc | FACILITATE DONOR DESIGNATIONS:UNITED WAY OF GREATER GREENSBORO ALLOWS DONORS THE CHOICE TO LET UNITED WAY INVEST THEIR DONATIONS BY WAY OF UNDESIGNATED DOLLARS, LETTING COMMUNITY EXPERTS DIRECT DOLLARS TO THE GREATEST PRESSING COMMUNITY NEEDS IN THE AREAS OF EDUCATION, INCOME AND HEALTH. LIKEWISE, UNITED WAY OF GREATER GREENSBORO FACILITATES DONOR DESIGNATIONS. THIS MEANS THAT UNITED WAY ALSO ALLOWS THE DONORS TO DIRECT THEIR CONTRIBUTIONS TOWARDS SPECIFIC AREAS OF INTEREST OR PARTNER AGENCIES THAT RELATE TO THE PASSION AND INTEREST OF THE INVESTING DONORS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $370,646 | ExpenseAmt |
| Revenue | $73,270 | RevenueAmt |
| Desc | UNITED WAY OF GREATER GREENSBORO PARTNERS WITH LEADING COMMUNITY HUMAN SERVICE ORGANIZATIONS TO ADDRESS THE ROOT CAUSES OF POVERTY SO THAT FAMILIES ARE EQUIPPED TO ACHIEVE FINANCIAL INDEPENDENCE AND STABILITY. PLACE-BASED INTEGRATED SERVICE DELIVERY IS PROVIDED AT THE FAMILY SUCCESS CENTER TO PRESENT SOLUTIONS THAT ADDRESS THE NEEDS OF ALL MEMBERS OF THE FAMILY UNIT. WE ARE FOCUSED ON ENSURING THAT CHILDREN ARE READY FOR SCHOOL, PARENTS ARE EQUIPPED TO SUPPORT EARLY LEARNING AND LITERACY, ALL MEMBERS OF THE FAMILY HAVE ACCESS TO HEALTHCARE TO HELP IMPROVE THEIR PHYSICAL AND MENTAL HEALTH, AND ADULTS ARE ABLE TO GET AND KEEP JOBS THAT PROVIDE A LIVING WAGE AND A RELIABLE SOURCE OF INCOME. UNITED WAY OF GREATER GREENSBORO IS LEADING THE WAY TO CREATE POSITIVE, IMPACTFUL CHANGE IN THE LIVES OF FAMILIES IN OUR COMMUNITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,657,236 | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 40 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 38 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 38 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCI PEACE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3363786600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 YANCEYVILLE STREET | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27405 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| DAN BURDETT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TINA AIKERS BROWN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETE CALLAHAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JASON BOHRER | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF JOHNSON | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| SUE W COLE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JIM WESTMORELAND | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR PAUL LESLIE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KENT PRICE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KIMBERLY B GATLING | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REGINA HOWARD GLASPIE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MAE DOUGLAS | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| KATHI LESTER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR SAMANTHA MAGILL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS LOFLIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR HAROLD L MARTIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| M DANIEL MCGINN | ||||||
| SECRETARY & LEGAL COUNSEL | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RICHARD NEWMAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PASTER LEE STOKES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREGG STRADER | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE DIAMOND | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR EDWARD A ROBINSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JUDITH SCHANEL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARTIN SCHNEIDER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN SHUMAKER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JASON STRANGE | ||||||
| TREASURER OF THE BOARD | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| AARON STRASSER | ||||||
| CHAIR OF THE BOARD | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SUE D WHITE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BENJAMIN ZURAW | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANGIE BULLARD FOX | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF GAUGER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBIN HAGER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN HOUGHTBY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK KIEL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RON MILSTEIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN PIERCE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANE TREVEY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR TERRENCE YOUNG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARCI PEACE | ||||||
| VICE PRESIDENT OF FINANCE | 40.00 | $91,936 | $0 | $12,218 | Yes (X) | |
| MICHELLE GETHERS-CLARK | ||||||
| PRESIDENT | 50.00 | $182,704 | $0 | $20,879 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $274,640 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $33,097 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $54,205 | FederatedCampaignsAmt |
| All Other Contributions | $10,201,647 | AllOtherContributionsAmt |
| Total Contributions | $10,255,852 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEE INCOME | Desc |
| Business | 518210 | BusinessCd |
| Total Revenue Column | $36,883 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,883 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $36,883 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $357,081 | TotalRevenueColumnAmt |
| Exclusion | $357,081 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $17,314 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $17,314 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,314 | TotalRevenueColumnAmt |
| Exclusion | $17,314 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,612,452 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,802,563 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$190,111 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$190,111 | TotalRevenueColumnAmt |
| Exclusion | -$190,111 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $54,115 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $52,042 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,073 | TotalRevenueColumnAmt |
| Exclusion | $2,073 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $6,073 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,073 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,073 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,485,165 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $42,956 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $186,357 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,589,241 | TotalAmt |
| Program Services | $7,589,241 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,704 | TotalAmt |
| Program Services | $69,178 | ProgramServicesAmt |
| Management And General | $67,026 | ManagementAndGeneralAmt |
| Fundraising | $46,500 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,744,501 | TotalAmt |
| Program Services | $649,218 | ProgramServicesAmt |
| Management And General | $646,654 | ManagementAndGeneralAmt |
| Fundraising | $448,629 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,442 | TotalAmt |
| Program Services | $20,166 | ProgramServicesAmt |
| Management And General | $24,204 | ManagementAndGeneralAmt |
| Fundraising | $17,072 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,300 | TotalAmt |
| Program Services | $47,134 | ProgramServicesAmt |
| Management And General | $61,044 | ManagementAndGeneralAmt |
| Fundraising | $52,122 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,814 | TotalAmt |
| Program Services | $34,763 | ProgramServicesAmt |
| Management And General | $47,263 | ManagementAndGeneralAmt |
| Fundraising | $39,788 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,396 | TotalAmt |
| Program Services | $41,845 | ProgramServicesAmt |
| Management And General | $43,915 | ManagementAndGeneralAmt |
| Fundraising | $21,636 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,371 | TotalAmt |
| Program Services | $7,909 | ProgramServicesAmt |
| Management And General | $11,132 | ManagementAndGeneralAmt |
| Fundraising | $6,330 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,238 | TotalAmt |
| Program Services | $24,172 | ProgramServicesAmt |
| Management And General | $22,692 | ManagementAndGeneralAmt |
| Fundraising | $15,374 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,890 | TotalAmt |
| Program Services | $25,047 | ProgramServicesAmt |
| Management And General | $27,366 | ManagementAndGeneralAmt |
| Fundraising | $13,477 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,010 | TotalAmt |
| Program Services | $995 | ProgramServicesAmt |
| Management And General | $2,230 | ManagementAndGeneralAmt |
| Fundraising | $4,785 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443 | TotalAmt |
| Program Services | $31 | ProgramServicesAmt |
| Management And General | $44 | ManagementAndGeneralAmt |
| Fundraising | $368 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,547 | TotalAmt |
| Program Services | $28,338 | ProgramServicesAmt |
| Management And General | $30,961 | ManagementAndGeneralAmt |
| Fundraising | $15,248 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STATE UNITED WAY | $150,502 | $57,211 | $62,507 | $30,784 |
| FUNDRAISING MATERIALS & | $70,475 | $44,445 | $16,688 | $9,342 |
| MISCELLANEOUS EXPENSES | $18,659 | $8,455 | $6,986 | $3,218 |
| STAFF DEVELOPMENT | $18,123 | $7,270 | $7,289 | $3,564 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,093 | TotalAmt |
| Program Services | $1,818 | ProgramServicesAmt |
| Management And General | $3,860 | ManagementAndGeneralAmt |
| Fundraising | $1,415 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,468,749 | TotalAmt |
| Program Services | $8,657,236 | ProgramServicesAmt |
| Management And General | $1,081,861 | ManagementAndGeneralAmt |
| Fundraising | $729,652 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $480,832 | BOYAmt |
| EOY | $805,116 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,507,621 | BOYAmt |
| EOY | $3,622,224 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,114 | BOYAmt |
| EOY | $245,536 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,554 | BOYAmt |
| EOY | $53,841 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,173,460 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,297,714 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $807,768 | BOYAmt |
| EOY | $875,746 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,114,265 | BOYAmt |
| EOY | $7,466,543 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,576,478 | BOYAmt |
| EOY | $2,561,583 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,748,632 | BOYAmt |
| EOY | $15,630,589 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,916 | BOYAmt |
| EOY | $330,708 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,194,296 | BOYAmt |
| EOY | $5,814,860 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,346,105 | BOYAmt |
| EOY | $724,530 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,779,317 | BOYAmt |
| EOY | $6,870,098 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,133,378 | BOYAmt |
| EOY | $5,484,463 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,829,906 | BOYAmt |
| EOY | $2,269,997 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,006,031 | BOYAmt |
| EOY | $1,006,031 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,969,315 | BOYAmt |
| EOY | $8,760,491 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,748,632 | BOYAmt |
| EOY | $15,630,589 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $16,416 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$225,240 | 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 | $10,809,459 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,158,067 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,934,679 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,806,900 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,255,853 | CurrentTaxYearAmt |
| Total | $53,964,958 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,809,459 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,158,067 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,934,679 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,806,900 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,255,853 | CurrentTaxYearAmt |
| Total | $53,964,958 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $11,190,025 | SubstantialContributorsTotAmt |
| Public Support Total170 | $42,774,933 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $342,068 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $324,267 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $329,583 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $370,972 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $374,395 | CurrentTaxYearAmt |
| Total | $1,741,285 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $53,908 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,044 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,094 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,859 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,955 | CurrentTaxYearAmt |
| Total | $207,860 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $55,914,103 | TotalSupportAmt |
| Public Support CY170 | 0.76500 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77460 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $100,000 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $64,875 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $153,760 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | 0 | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,554,244 | BeginningYearBalanceAmt |
| Contributions | $206,268 | ContributionsAmt |
| Investment Earnings Or Losses | -$126,246 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$101,542 | OtherExpendituresAmt |
| End Year Balance | $2,532,724 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,636,900 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,698 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$85,354 | OtherExpendituresAmt |
| End Year Balance | $2,554,244 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,241,915 | BeginningYearBalanceAmt |
| Contributions | $75,000 | ContributionsAmt |
| Investment Earnings Or Losses | $407,019 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$87,034 | OtherExpendituresAmt |
| End Year Balance | $2,636,900 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,061,289 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $261,628 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$81,002 | OtherExpendituresAmt |
| End Year Balance | $2,241,915 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,208,370 | BeginningYearBalanceAmt |
| Contributions | $85 | ContributionsAmt |
| Investment Earnings Or Losses | -$69,402 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$77,764 | OtherExpendituresAmt |
| End Year Balance | $2,061,289 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.23000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.40000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.37000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $220,812 | InvestmentCostOrOtherBasisAmt |
| Book Value | $220,812 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,263,155 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $772,488 | DepreciationAmt |
| Book Value | $490,667 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $689,493 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $525,226 | DepreciationAmt |
| Book Value | $164,267 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $875,746 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN FOUNDATION ASSETS | $2,446,570 |
| CASH SURRENDER VALUE - INSURANCE | $115,013 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,561,583 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DESIGNATIONS PAYABLE | Desc |
| Amt | $724,530 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $724,530 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,393,065 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$225,240 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$225,240 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,618,305 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,866,860 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,866,860 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,485,165 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,601,889 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $52,042 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $52,042 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,549,847 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,918,902 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,918,902 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,468,749 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | INVESTMENT AND SPENDING POLICIES ATTEMPT TO ACHIEVE A TOTAL RETURN, THROUGH APPRECIATION AND INCOME, GREATER THAN THE RATE OF INFLATION. THE SPENDING POLICY CONSIDERS BOTH THE NEEDS OF THE ORGANIZATION IN CARRYING OUT ITS CHARITABLE PURPOSES AND THE OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY. |
| PART X, LINE 2: | IT IS THE ORGANIZATION'S POLICY TO EVALUATE ALL TAX POSITIONS AND TO IDENTIFY ANY THAT MAY BE CONSIDERED UNCERTAIN. ALL IDENTIFIED MATERIAL TAX POSITIONS ARE ASSESSED AND MEASURED BY A "MORE-LIKELY-THAN-NOT" THRESHOLD TO DETERMINE IF THE TAX POSITION IS UNCERTAIN AND WHAT, IF ANY, THE EFFECT OF THE UNCERTAIN TAX POSITION MAY HAVE ON THE FINANCIAL STATEMENTS. NO MATERIAL UNCERTAIN TAX POSITIONS WERE IDENTIFIED FOR 2015 AND 2014. CURRENTLY, THE STATUTE OF LIMITATIONS REMAINS OPEN SUBSEQUENT TO AND INCLUDING FISCAL 2012; HOWEVER, NO EXAMINATIONS ARE IN PROCESS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATIONS 1,918,902. FUNDRAISING EXPENSES -52,042. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 52,042. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATIONS 1,918,902. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (50 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||||
| C/O FEDERATED PAYMENTS PROCESSING | PO BOX 73857 | CHICAGO | IL | 60673 | 560532307 | 501 (C) (3) | $168,132 | CHARITABLE |
| ADULT CENTER FOR ENRICHMENT INC | ||||||||
| PO BOX 13048 | GREENSBORO | NC | 27415 | 561599072 | 501 (C) (3) | $121,092 | CHARITABLE | |
| ALCOHOL & DRUG SERVICES OF GUILFORD INC | ||||||||
| 301 E WASHINGTON STREET SUITE 101 | HIGH POINT | NC | 27401 | 560962164 | 501 (C) (3) | $52,212 | CHARITABLE | |
| BACKPACK BEGINNINGS | ||||||||
| 1852 BANKING STREET | GREENSBORO | NC | 27408 | 461251223 | 501 (C) (3) | $5,835 | CHARITABLE | |
| BLACK CHILD DEVELOPMENT INSTITUTE OF GREENSBORO INC | ||||||||
| 1200 EAST MARKET STREET | GREENSBORO | NC | 27401 | 561524964 | 501 (C) (3) | $122,371 | CHARITABLE | |
| CHILDREN'S HOME SOCIETY OF NC INC | ||||||||
| P O BOX 14608 | GREENSBORO | NC | 27415 | 560529946 | 501 (C) (3) | $407,344 | CHARITABLE | |
| COMMUNITIES IN SCHOOLS OF GREATER GREENSBORO INC | ||||||||
| P O BOX 1347 | GREENSBORO | NC | 27402 | 561605330 | 501 (C) (3) | $444,897 | CHARITABLE | |
| FAMILY SERVICE OF THE PIEDMONT | ||||||||
| 902 BONNER DRIVE | JAMESTOWN | NC | 27282 | 562061741 | 501 (C) (3) | $1,138,179 | CHARITABLE | |
| GIRL SCOUTS CAROLINAS PEAKS TO PIEDMONT | ||||||||
| 8818 W MARKET STREET | COLFAX | NC | 27235 | 560577629 | 501 (C) (3) | $67,783 | CHARITABLE | |
| GREENSBORO CEREBRAL PALSY ASSOC INC | ||||||||
| 3205 EAST WENDOVER AVENUE | GREENSBORO | NC | 27405 | 560591312 | 501 (C) (3) | $400,626 | CHARITABLE | |
| GREENSBORO URBAN MINISTRY | ||||||||
| 305 W LEE STREET | GREENSBORO | NC | 27406 | 560890545 | 501 (C) (3) | $15,704 | CHARITABLE | |
| GUILFORD CHILD DEVELOPMENT | ||||||||
| 1200 ARLINGTON STREET | GREENSBORO | NC | 27406 | 560863474 | 501 (C) (3) | $342,630 | CHARITABLE | |
| GUILFORD COUNTY DEPARTMENT OF PUBLIC HEALTH | ||||||||
| 1100 E WENDOVER AVE | GREENSBORO | NC | 27401 | 566000305 | 501 (C) (3) | $43,158 | CHARITABLE | |
| HOSPICE & PALLIATIVE CARE CENTER OF ALAMANCE-CASWELL LLC | ||||||||
| 914 CHAPEL HILL ROAD | BURLINGTON | NC | 27215 | 561344754 | 501 (C) (3) | $7,335 | CHARITABLE | |
| HOSPICE & PALLIATIVE CARE OF GREENSBORO | ||||||||
| 2500 SUMMIT AVENUE | GREENSBORO | NC | 27405 | 561249146 | 501 (C) (3) | $266,193 | CHARITABLE | |
| HOSPICE OF ROCKINGHAM COUNTY | ||||||||
| 2150 HWY 65 WEST | WENTWORTH | NC | 27375 | 581737646 | 501 (C) (3) | $23,284 | CHARITABLE | |
| JUVENILE DIABETES RESEARCH FOUNDATION - PIEDMONT TRIAD CHAP | ||||||||
| 312 NORTH EUGENE STREET | GREENSBORO | NC | 27401 | 231907729 | 501 (C) (3) | $70,949 | CHARITABLE | |
| LEGAL AID OF NORTH CAROLINA INC | ||||||||
| PO BOX 26087 | GREENSBORO | NC | 27611 | 561148372 | 501 (C) (3) | $110,157 | CHARITABLE | |
| MENTAL HEALTH ASSOCIATION IN GREENSBORO | ||||||||
| 330 S GREENE STREET | GREENSBORO | NC | 27401 | 566076634 | 501 (C) (3) | $95,796 | CHARITABLE | |
| OLD NORTH STATE COUNCIL BSA | ||||||||
| P O BOX 29046 | GREENSBORO | NC | 27429 | 561762001 | 501 (C) (3) | $112,917 | CHARITABLE | |
| PARTNERS ENDING HOMELESSNESS | ||||||||
| 201 CHURCH AVENUE | HIGH POINT | NC | 27262 | 201798198 | 501 (C) (3) | $739,043 | CHARITABLE | |
| PIEDMONT HEALTH SERVICES & SICKLE CELL AGENCY | ||||||||
| P O BOX 20964 | GREENSBORO | NC | 27420 | 237362747 | 501 (C) (3) | $92,287 | CHARITABLE | |
| PLANNED PARENTHOOD SOUTH ATLANTIC GREENSBORO | ||||||||
| 1704 BATTLEGROUND AVENUE | GREENSBORO | NC | 27408 | 561282557 | 501 (C) (3) | $10,374 | CHARITABLE | |
| READING CONNECTIONS INC | ||||||||
| 122 N ELM STREET | GREENSBORO | NC | 27401 | 561726754 | 501 (C) (3) | $98,615 | CHARITABLE | |
| SALVATION ARMY OF GREENSBORO | ||||||||
| P O BOX 5310 | GREENSBORO | NC | 27406 | 560660607 | 501 (C) (3) | $563,201 | CHARITABLE | |
| SENIOR RESOURCES OF GUILFORD | ||||||||
| 301 E WASHINGTON STREET | GREENSBORO | NC | 27401 | 561181577 | 501 (C) (3) | $362,389 | CHARITABLE | |
| THE ARC OF GREENSBORO INC | ||||||||
| 1050 REVOLUTION MILL DR | GREENSBORO | NC | 27405 | 560745766 | 501 (C) (3) | $137,149 | CHARITABLE | |
| THE VOLUNTEER CENTER OF GREENSBORO | ||||||||
| 1500 YANCEYVILLE STREET | GREENSBORO | NC | 27405 | 561134052 | 501 (C) (3) | $85,023 | CHARITABLE | |
| TRIAD HEALTH PROJECT | ||||||||
| PO BOX 5716 | GREENSBORO | NC | 27435 | 581705502 | 501 (C) (3) | $154,372 | CHARITABLE | |
| TRIAD STAGE | ||||||||
| 232 SOUTH ELM STREET | GREENSBORO | NC | 27401 | 621743981 | 501 (C) (3) | $10,000 | CHARITABLE | |
| UNCG CENTER FOR NEW NC OFFICE OF CONTRACTS & GRANTS | ||||||||
| PO BOX 26170 | GREENSBORO | NC | 27402 | 566086393 | 501 (C) (3) | $20,400 | CHARITABLE | |
| UNCG | ||||||||
| PO BOX 26170 | GREENSBORO | NC | 27402 | 566086393 | 501 (C) (3) | $104,297 | CHARITABLE | |
| UNITED WAY OF ALAMANCE COUNTY INC | ||||||||
| P O BOX 1268 | BURLINGTON | NC | 27216 | 560599239 | 501 (C) (3) | $17,852 | CHARITABLE | |
| UNITED WAY OF DAVIDSON COUNTY | ||||||||
| P O BOX 492 | LEXINGTON | NC | 27292 | 561847133 | 501 (C) (3) | $8,891 | CHARITABLE | |
| UNITED WAY OF FORSYTH COUNTY | ||||||||
| 301 N MAIN STREET STE 1700 | WINSTONSALEM | NC | 27101 | 237357234 | 501 (C) (3) | $37,016 | CHARITABLE | |
| UNITED WAY OF GREATER HIGH POINT | ||||||||
| 201 CHURCH AVENUE | HIGH POINT | NC | 27262 | 560547486 | 501 (C) (3) | $125,764 | CHARITABLE | |
| UNITED WAY OF NORTH CAROLINA | ||||||||
| 875 WALNUT STREET SUITE 150B | CARY | NC | 27511 | 560564547 | 501 (C) (3) | $37,125 | CHARITABLE | |
| UNITED WAY OF RANDOLPH COUNTY | ||||||||
| P O BOX 597 | ASHEBORO | NC | 27204 | 566017883 | 501 (C) (3) | $14,590 | CHARITABLE | |
| UNITED WAY OF ROCKINGHAM COUNTY | ||||||||
| P O BOX 317 | WENTWORTH | NC | 27375 | 560649247 | 501 (C) (3) | $28,389 | CHARITABLE | |
| WOMEN'S RESOURCE CENTER OF GREENSBORO | ||||||||
| 628 SUMMIT AVENUE | GREENSBORO | NC | 27405 | 561891618 | 501 (C) (3) | $87,427 | CHARITABLE | |
| YMCA OF GREENSBORO INC | ||||||||
| 602 GREEN VALLEY RD SUITE 210 | GREENSBORO | NC | 27408 | 560543243 | 501 (C) (3) | $206,582 | CHARITABLE | |
| YOUTH FOCUS INC | ||||||||
| 715 N EUGENE STREET | GREENSBORO | NC | 27401 | 237378057 | 501 (C) (3) | $116,636 | CHARITABLE | |
| YWCA OF GREENSBORO INC | ||||||||
| 4002 SPRING GARDEN STREET SUITE E | GREENSBORO | NC | 27407 | 560529936 | 501 (C) (3) | $208,956 | CHARITABLE | |
| BIG BROTHERS BIG SISTERS OF THE CENTRAL PIEDMONT | ||||||||
| 200 N MAIN STREET | HIGH POINT | NC | 27262 | 204648395 | 501 (C) (3) | $235,471 | CHARITABLE | |
| ONE STEP FURTHER INC | ||||||||
| 623 EUGENE CT | GREENSBORO | NC | 27401 | 581484818 | 501 (C) (3) | $38,957 | CHARITABLE | |
| FAMILY SUPPORT NETWORK OF CENTRAL CAROLINA GREENSBORO | ||||||||
| 801 GREEN VALLEY RD | GREENSBORO | NC | 27408 | 561641963 | 501 (C) (3) | $5,680 | CHARITABLE | |
| JL PATT & FRIENDS INC | ||||||||
| PO BOX 4066 | GLEN RAVEN | NC | 27215 | 273084846 | 501 (C) (3) | $5,000 | CHARITABLE | |
| GREENSBORO COLLEGE | ||||||||
| 815 W MARKET STREET | GREENSBORO | NC | 27401 | 560532144 | 501 (C) (3) | $10,000 | CHARITABLE | |
| GUILFORD GREEN FOUNDATION | ||||||||
| 301 S ELM ST STE 312 | GREENSBORO | NC | 27401 | 562091293 | 501 (C) (3) | $6,144 | CHARITABLE | |
| NC A&T UNIVERSITY FOUNDATION | ||||||||
| 1601 E MARKET ST | GLEN RAVEN | NC | 27411 | 566075899 | 501 (C) (3) | $5,017 | CHARITABLE | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FUNDING DECISIONS ARE BASED UPON AN APPLICATION PROCESS WHICH INCLUDES PROGRAM BUDGET AND AGENCY AUDIT REVIEWS. THE PROGRAM SERVICE PLANS ARE EVALUATED AND PROGRESS IS REVIEWED MID-YEAR AND AT THE END OF THE FISCAL YEAR. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE GETHERS-CLARK | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $182,704 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $9,605 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $11,274 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $203,583 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 17 | ContributionCnt |
| Noncash Contributions Rpt F990 | $202,473 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV AT TIME OF RECEIPT | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | IN-KIND CONTRIBUTION | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,015 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | UTILIZED LOCAL STOCK BROKER FIRMS TO ACCEPT AND LIQUIDATE GIFTED SHARES OF PUBLICLY TRADED STOCK | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, AMENDED RETURN | THIS RETURN IS BEING AMENDED TO CORRECT THE POSITION OF AARON STRASSER IN PART VII, SECTION C OF THE 2015 990. MR. STRASSER IS BOTH AN OFFICER, AS WAS ORIGINALLY REPORTED, AND ALSO AN INDIVIDUAL DIRECTOR. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS TWO CLASSES OF MEMBERS: CONTRIBUTING MEMBERS AND FINANCIALLY PARTICIPATING MEMBERS. CONTRIBUTING MEMBERS CONSIST OF EVERY INDIVIDUAL OR ORGANIZATION WHICH CONTRIBUTES TO THE ORGANIZATION DURING THE PERIOD FROM THE DATE OF CONTRIBUTION OR PLEDGE TO THE LAST DAY OF THE PERIOD FOR WHICH IT IS MADE. ONLY CONTRIBUTING MEMBERS HAVE THE RIGHT TO VOTE AT MEETINGS OF MEMBERS. FINANCIALLY PARTICIPATING MEMBERS ARE NONPROFIT ORGANIZATIONS WHICH, AGREEING WITH THE PURPOSES OF THE UNITED WAY, WISH TO FINANCIALLY PARITCIPATE AND THROUGH THE APPLICATION PROCESS HAVE BEEN GRANTED MEMBERSHIP STATUS. FIANCIALLY PARTICIPATING MEMBERS MAY BE SUBJECT TO AND CONDITIONED UPON SUCH TERMS AND CONDITIONS AS MAY BE ESTABLISHED BY THE BOARD OF DIRECTORS. PROVISIONAL FINANCIALLY PARTICPATING MEMBERSHIP STATUS MAY BE GRANTED BY THE BOARD FOR A LIMITED PERIOD OF TIME. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS, LIMITED TO A TOTAL OF 38, CONSISTS OF ELECTED AS WELL AS APPOINTED DIRECTORS (THE NUMBER OF APPOINTED DIRECTORS MAY NOT EXCEED ELEVEN). THE ELECTED DIRECTORS ARE FIRST NOMINATED BY THE BOARD DEVELOPMENT COMMITTEE TO BE VOTED ON BY CONTRIBUTING MEMBERS AT THE ANNUAL MEETING. AT THE ANNUAL MEETING, OTHER CANDIDATES MAY BE NOMINATED BY THE CONTRIBUTING MEMBERS FROM THE FLOOR. DIRECTORS ARE THEN ELECTED BY A MAJORITY OF THE CONTRIBUTING MEMBERS PRESENT. IN ADDITION, THE CHAIRMAN OF THE BOARD MAY APPOINT UP TO 11 DIRECTORS. THE FOLLOWING OFFICERS ARE ALSO ELECTED BY THE CONTRIBUTING MEMBERS: CHAIRMAN OF THE BOARD, VICE CHAIRMAN OF THE BOARD, DIVISION CHAIRMEN (EXCEPT CHAIRMAN, CAMPAIGN DIVISION), THE TREASURER AND SECRETARY. THE PRESIDENT IS ELECTED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S FINANCE COMMITTEE AND THEN PRESENTED TO THE BOARD OF DIRECTORS BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL DIRECTORS, PRINCIPAL OFFICERS, AND COMMITTEE MEMBERS ARE REQUIRED ANNUALLY TO SIGN A STATEMENT CERTIFYING THAT HE OR SHE HAS RECEIVED AND READ THE ORGANIZATION'S CONFLICTS OF INTEREST POLICY AND AGREES TO COMPLY. THEY ARE ALSO REQUIRED TO DISCLOSE ANY INTERESTS (AS DEFINED IN THE CONFLICTS OF INTEREST POLICY) ON THIS STATEMENT. UNDISCLOSED INTERESTS THAT ARE REPORTED TO THE CHAIRMAN OF THE BOARD OR THE CHAIR OF SUCH COMMITTEE ARE INVESTIGATED, AND IF THE BOARD OR COMMITTEE DETERMINES THAT THE MEMBER IN FACT HAS FAILED TO DISCLOSE AN INTEREST, IT WILL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. THE BOARD ALSO CONDUCTS PERIODIC REVIEWS OF THE ORGANIZATION'S ACTIVITIES TO ENSURE THAT THE ORGANIZATION IS OPERATING IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND IS NOT ENGAGING IN ANY ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR OTHERWISE VIOLATE THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS OF DETERMINING COMPENSATION FOR THE ORGANIZATION'S PRESIDENT INCLUDES FULL EVALUATION AND APPROVAL BY THE ENTIRE BOARD OF DIRECTORS. COMPENSATION FOR THE OTHER KEY EMPLOYEES IS RECOMMENDED BY THE COMPANY'S PRESIDENT AND REVIEWED AND APPROVED BY THE HUMAN RESOURCES COMMITTEE, COMPOSED OF INDEPENDENT VOLUNTEERS IN THE HUMAN RESOURCES FIELD, AND THE TREASURER OF THE BOARD. MARKET DATA AND TRENDS ARE UTILIZED IN THE DETERMINATION OF THE COMPENSATION LEVELS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE ON ITS WEBSITE. |
| CALCULATION OF OVERHEAD RATE - UTILIZATION COMPLIANT WITH UWW STANDARD | CALCULATION OF OVERHEAD RATE ACTUAL 2015-2016 MANAGEMENT AND GENERAL EXPENSES $ 1,081,859 FUND DEVELOPMENT EXPENSES 729,652 -------------- TOTAL SUPPORT SERVICES COST $ 1,811,511 DIVIDED BY TOTAL REVENUE 10,485,165 OVERHEAD RATE 17.3% |
Comments