2017-05-10T10:58:23-05:00 2016-12-31 410746749 CLIFTONLARSONALLEN LLP 2301 VILLAGE DRIVE ST JOSEPH MO 64506 990 2016-01-01 440547802 UNITED WAY OF GREATER ST JOSEPH UNIT 8163642381 PO BOX 188 ST JOSEPH MO 64502 ANN HOY TREASURER 8163642381 2017-05-09 1 CARLA R LACKEY CPA P00138993 8162328441 67.137.57.251 2017-05-09 09:34:24 CD P 567CD5D6373DE894C9AFC6CE0D822047BC9EC381 1BAC06048B1AC44E7C7DE62F9C14DAF727EFD790 2016 2021-01-29 14:40:06Z KYLEE STROUGH PO BOX 188 ST JOSEPH MO 64502 3615999 0 X WWW.STJOSEPHUNITEDWAY.ORG X 1916 MO TO IMPROVE LIVES THROUGH THE CARING POWER OF COMMUNITY. 31 31 13 968 0 0 2974163 3257185 62557 68442 206241 77563 60858 69405 3303819 3472595 2337308 2383505 0 0 412744 418190 0 0 76899 312634 323100 3062686 3124795 241133 347800 10379223 11097110 2615839 2639346 7763384 8457764 X THE MISSION OF THE UNITED WAY OF GREATER ST. JOSEPH IS TO IMPROVE LIVES THROUGH THE CARING POWER OF COMMUNITY. 0 0 2386564 2373000 16743 ALLOCATED SERVICESUNITED WAY FUNDING PRIMARILY SUPPORTS THE DIRECT CLIENT SERVICES RELATED TO EDUCATION, FINANCIAL STABILITY, AND HEALTH THAT ARE DELIVERED THROUGH UNITED WAY'S LOCAL 18 PARTNER AGENCIES. AMONG THE ACHIEVEMENTS IN 2016 WERE:EDUCATION: UNITED WAY OF GREATER ST. JOSEPH WORKS TO HELP PEOPLE OF ALL AGES REACH THEIR POTENTIAL THROUGH A VARIETY OF EDUCATIONAL PURSUITS THAT WILL, IN TURN, STRENGTHEN OUR COMMUNITY. QUALITY EARLY LEARNING, YOUTH EDUCATION IN AND OUT OF THE CLASSROOM, AND OTHER INSTRUCTION FOR LIFE-LONG LEARNING ARE JUST A FEW WAYS UNITED WAY SUPPORTS EDUCATION.-190 CHILDREN WITH A DISABILITY OR SPECIAL NEED AND THEIR FAMILIES RECEIVED EARLY INTERVENTION SERVICES THAT HELPED THE CHILDREN WORK TOWARD IMPORTANT DEVELOPMENTAL MILESTONES.-MORE THAN 500 STUDENTS LEARNED ABOUT CAREER OPPORTUNITIES, EDUCATION AND TRAINING, AND EMPLOYER EXPECTATIONS TO PREPARE THEM FOR ENTRY INTO THE WORKFORCE AFTER HIGH SCHOOL.FINANCIAL STABILITY: STABLE HOUSEHOLD FINANCES ARE IMPORTANT FOR DAILY LIVING, WHICH IS WHY UNITED WAY OF GREATER ST. JOSEPH ALSO FOCUSES ON FINANCIAL STABILITY. UNITED WAY SUPPORTS EFFORTS FOR FAMILIES AND INDIVIDUALS IN CRISIS. SUCH EFFORTS INCLUDE FOOD, DISASTER RELIEF, INFORMATION AND REFERRAL, AND SHELTER SERVICES RELATED TO HOMELESSNESS OR DOMESTIC VIOLENCE. UNITED WAY IS ALSO WORKING TO PREVENT FINANCIAL SITUATIONS FOR BECOMING PROBLEMS IN THE FIRST PLACE.-10,209 REFERRALS WERE MADE TO FAMILIES SEEKING ASSISTANCE THROUGH THE LOCAL INFORMATION RESOURCE AND REFERRAL HOTLINE.-MORE THAN 50,000 NIGHTS OF SAFE AND STABLE SHELTER WERE PROVIDED.-52 INDIVIDUALS WITH DISABILITIES WERE ASSISTED IN ACHIEVING COMPETITIVE EMPLOYMENT.HEALTH: IN THE GREATER ST. JOSEPH AREA, YOUR CONTRIBUTIONS HELP PEOPLE OF ALL AGES IMPROVE THEIR PHYSICAL AND MENTAL WELL-BEING. HEALTH IS PROMOTED THROUGH FITNESS AND WELLNESS ACTIVITIES, NUTRITION AND IN-HOME SERVICES, COUNSELING, AND OTHER IMPORTANT PROGRAMS. GOOD HEALTH IS CRUCIAL FOR EVERYONE. -MORE THAN $22 MILLION IN UNCOMPENSATED MEDICAL CARE WAS PROVIDED TO BUCHANAN COUNTY CHILDREN.-918 CHILDREN ENROLLED IN WATER SAFETY CLASSES.-MORE THAN 66,000 MEALS WERE DELIVERED TO HOMEBOUND SENIORS.UNITED WAY IMPACT GRANT RECIPIENTS ARE AWARDED GRANTS FOR UP TO $10,000 FOR LOCAL, EDUCATION, HEALTH-RELATED, OR FINANCIAL STABILITY PROGRAMS OR PROJECTS. 2016 RECIPIENTS WERE: SECOND HARVEST'S BACKPACK BUDDIES PROGRAM AND SOCIAL WELFARE BOARD'S DIABETES MANAGEMENT INITIATIVE.IN 2016, REPRESENTATIVES FROM NON-PROFITS, CHURCHES, UTILITY COMPANIES, AND GOVERNMENT AGENCIES AS WELL AS COMMUNITY MEMBERS COLLABORATED TO HELP CLIENTS WITH NEEDS FOR WHICH THERE ARE FEW OR NO RESOURCES. THROUGH THE WORK OF UNITED WAY UNMET NEEDS, AREA PEOPLE WERE CONNECTED TO RESOURCES TO HELP THEM GAIN AND MAINTAIN STABILITY. 337514 10505 51699 UNITED WAY INITIATIVES AND PROGRAMSI. UNITED WAY FINANCIAL STABILITY- PROVIDING OPPORTUNITIES FOR INDIVIDUALS AND FAMILIES TO BECOME FINANCIALLY SELF-SUFFICIENT. IN 2016,-876 MEN, WOMEN, AND CHILDREN RECEIVED 32,975 NIGHTS OF EMERGENCY SHELTER.-102 ADULTS WITH DISABILITIES HELD JOBS THROUGH SHELTERED AND SUPPORTED EMPLOYMENT.-361 LOW-INCOME OR ELDERLY PEOPLE WERE REPRESENTED IN COURT AT NO COST FOR NON-CRIMINAL CASES.-169 PREVIOUSLY HOMELESS HOUSEHOLDS LIVED IN TRANSITIONAL, PERMANENT, OR SUPPORTIVE HOUSING.THE UNITED WAY FINANCIAL STABILITY INITIATIVE ALSO PROMOTED FREE TAX PREPARATION SERVICES OFFERED BY UNITED WAY PARTNER AGENCY INTERSERV. DURING THE 2016 TAX SEASON, MORE THAN 1,800 INDIVIDUALS RECEIVED TAX ASSISTANCE THROUGH UNITED WAY PARTNER AGENCIES. PREPARERS FILED 163 EARNED INCOME TAX CREDIT RETURNS FOR A TOTAL OF $55,136, PLUS MORE THAN $1MILLION WERE RECEIVED LOCALLY THROUGH TAX REFUNDS. FREE TAX PREPARATION SERVICES HELP PEOPLE KEEP AND SAVE THEIR OWN MONEY.II. UNITED WAY LEADERSHIP ST. JOSEPH BUILDING THE SKILLS OF INDIVIDUALS TO BE EFFECTIVE LEADERS IN THE COMMUNITY.UNITED WAY LEADERSHIP ST. JOSEPH IS AN ANNUAL, YEAR-LONG LEADERSHIP DEVELOPMENT PROGRAM FOR ADULTS LIVING OR WORKING IN THE ST. JOSEPH AREA. THE PROGRAM HELPS CREATE A NETWORK OF TRAINED INDIVIDUALS WILLING TO ENGAGE IN LEADERSHIP AND COMMUNITY SERVICE WITH ENHANCED KNOWLEDGE OF OUR COMMUNITY'S OPPORTUNITIES, REALITIES, AND CHALLENGES. IN 2016, TWENTY-SEVEN COMMUNITY MEMBERS COMPLETED THE PROGRAM, BRINGING THE TOTAL NUMBER OF PROGRAM GRADUATES TO 827 SINCE 1982. DURING THE YEAR, PARTICIPANTS LEARNED AND PRACTICED PROJECT DEVELOPMENT RELATED TO ESSENTIAL LEADERSHIP SKILLS. THE CLASS WAS DIVIDED INTO FOUR GROUPS AND WAS CHALLENGED TO LEARN THE PROCESS OF DEVELOPING A PROJECT THAT WOULD MEET A COMMUNITY NEED. THE CHALLENGE RESULTED IN THE FOLLOWING PROJECTS: A PROPOSAL FOR AN INCREASED NUMBER OF PLANNED EVENTS FOR BIG BROTHERS BIG SISTERS TO ENCOURAGE MORE VOLUNTEERS TO BECOME BIGS; A PROPOSAL TO RAISE AWARENESS AND PROMOTE COMMUNITY COLLABORATION RELATED TO TEEN SUICIDE; A SUSTAINABLE PLAN FOR LOCAL BUSINESSES TO HOUSE LITTLE FREE LIBRARIES; AND A PLAN TO PROVIDE AN ALTERNATIVE, SAFE MODE OF FREE TRANSPORTATION FOR MISSOURI WESTERN STATE UNIVERSITY STUDENTS DURING LATE NIGHT AND WEEKEND HOURS. THE 2016 DISTINGUISHED LEADER AWARD WAS PRESENTED TO CLASS OF 2007 ALUMNA, LISA LITTLE.III. UNITED WAY PROFIT IN EDUCATION- TO IMPROVE THE EDUCATION LEVEL OF THE POTENTIAL AND CURRENT WORKFORCE.UNITED WAY PROFIT IN EDUCATION WORKS TO CONTINUE INCREASING THE HIGH SCHOOL GRADUATION RATE AND COLLABORATING WITH AND SUPPORTING EDUCATION EFFORTS ACROSS THE COMMUNITY. IN 2016, UNITED WAY BEST (BUSINESS AND EDUCATION SUCCEED TOGETHER) SERVED MORE THAN 50 STUDENTS, GRADES 7-12. BUSINESS PARTNERS WORKED WITH STUDENTS, HELPING THEM LEARN ABOUT LOCAL BUSINESSES, DIFFERENT JOBS AVAILABLE, AND REQUIRED TRAINING AND EDUCATION. ALSO, UNITED WAY READING ADVENTURE WAS HELD DURING THE SCHOOL YEAR WITH SECOND GRADE CLASSES AT FIVE LOCAL ELEMENTARY SCHOOLS AND HELD AT SIX SCHOOL AGE CHILDCARE SITES DURING THE SUMMER. THE GOAL OF UNITED WAY READING ADVENTURE IS TO HELP ELEMENTARY AGE STUDENTS MAINTAIN AND IMPROVE THEIR READING SKILLS AND TO HELP BUILD THEIR HOME LIBRARIES THROUGH DONATED BOOKS. IN ADDITION, UNITED WAY SPEAKERS' BUREAU LINKED BUSINESS VOLUNTEERS WITH CLASSROOMS TO HELP STUDENTS LEARN ABOUT DIFFERENT CAREERS AND EMPLOYER EXPECTATIONS. A SERIES OF VIDEOS TITLED "YES, YOU REALLY WILL USE THIS" WAS CREATED FOR HIGH SCHOOL STUDENTS, HIGHLIGHTING PEOPLE FROM DIFFERENT CAREER FIELDS USING ALGEBRA IN WORK-RELATED PROBLEMS.IV. UNITED WAY SUCCESS BY 6- PREPARING CHILDREN TO BE SUCCESSFUL LEARNERS WHEN THEY BEGIN KINDERGARTEN.UNITED WAY SUCCESS BY 6 FOSTERS AND PARTICIPATES IN COMMUNITY-WIDE PARTNERSHIPS TO PREPARE YOUNG CHILDREN FOR SUCCESS IN SCHOOL AND LIFE. THE INITIATIVE AIMS TO STRENGTHEN THE SYSTEMS THAT NURTURE OUR COMMUNITY'S YOUNGEST MEMBERS BY WORKING WITH PARENTS, CHILDCARE PROVIDERS, EARLY EDUCATION TEACHERS, AND LOCAL BUSINESSES. UNITED WAY SUCCESS BY 6 HOSTED A VARIETY OF PARENT-CENTERED ACTIVITIES IN 2016, INCLUDING FAMILY FUN TIME AT WHICH MORE THAN 550 PEOPLE ENJOYED EARLY LEARNING ACTIVITIES, SNACKS, AND FREE BOOKS. UNITED WAY KINDERCLUB PROVIDED CHILDREN STARTING KINDERGARTEN AND THEIR PARENTS THE OPPORTUNITY TO MEET AND WORK WITH TEACHERS AND TO LEARN WITH OTHER FAMILIES MULTIPLE TIMES IN A KINDERGARTEN CLASSROOM, USUALLY IN THE SCHOOL THE CHILD WAS TO ATTEND IN THE FALL WITH FUTURE CLASSMATES. NEARLY 200 FUTURE KINDERGARTENERS AND THEIR PARENTS COMPLETED THE PROGRAM. UNITED WAY SUCCESS BY 6 RECEIVED A $183,000 COMMUNITY CONNECT GRANT FROM MOSAIC LIFE CARE TO IMPLEMENT A PROJECT DESIGNED TO HELP PARENTS, CHILDCARE PROVIDERS, AND OTHER CAREGIVERS FOSTER THE SOCIAL-EMOTIONAL AND BEHAVIORAL DEVELOPMENT OF YOUNG CHILDREN. THE PROJECT HELPS CHILDREN REMAIN IN QUALITY CHILDCARE OR PRESCHOOL SETTING WITH PEERS. BECAUSE EDUCATION LEVEL OF ADULTS IS A KEY FACTOR FOR QUALITY OF CARE PROVIDED TO YOUNG CHILDREN IN THEIR CHARGE, UNITED WAY SUCCESS BY 6 DELIVERED MORE THAN 2,836 CLOCK HOURS OF TRAINING TO AREA CHILDCARE PROVIDERS AND EARLY EDUCATORS. ALSO, UNITED WAY SUCCESS BY 6 AWARDED 26 SCHOLARSHIPS FOR AREA CHILDCARE PROVIDERS TO CONTINUE THEIR FORMAL EDUCATION. A THIRD UNITED WAY SUCCESS BY 6 PLAY PATH WAS INSTALLED AT THE NEW CITY PARK, NORTH OF THE CAMPUS FAMILY YMCA THANKS TO ABOVE & BEYOND CONCRETE RESURFACING AND A GRANT FROM ROTARY CLUB ST. JOSEPH EAST. CHILDREN LEARN CONSTANTLY FROM BIRTH, AND PLAY PATHS GIVE PARENTS IDEAS ABOUT HOW TO FACILITATE THAT LEARNING WHILE ENJOYING OUR CITY PARKS. RESOURCE KITS AIMED TO HELP PARENTS FACILITATE THEIR CHILD'S EARLY DEVELOPMENT WERE DISTRIBUTED TO MORE THAN 1,800 FAMILIES WITH NEWBORNS AND TO 950 FAMILIES WITH INCOMING KINDERGARTENERS.V. UNITED WAY VOLUNTEER CENTER- CONNECTING THE COMMUNITY THROUGH VOLUNTEERISM.UNITED WAY VOLUNTEER CENTER IS A CENTRAL RESOURCE FOR VOLUNTEER NEEDS ACROSS THE GREATER ST. JOSEPH AREA. INDIVIDUALS, GROUPS, AND CORPORATIONS SEEKING VOLUNTEER OPPORTUNITIES CAN FIND A VARIETY OF OPTIONS CALLING FOR VARYING COMMITMENTS AVAILABLE AT MANY DIFFERENT NON-PROFIT ORGANIZATIONS. IN 2016, MONTHLY CVRN (COMMUNITY VOLUNTEER RESOURCE NETWORK) MEETINGS WERE ATTENDED BY 20 INDIVIDUALS WHO MANAGE VOLUNTEERS FOR THEIR NON-PROFIT ORGANIZATIONS. UNITED WAY IS BUILDING THE CAPACITY OF COMMUNITY VOLUNTEER COORDINATORS THROUGH THE NETWORK. CVRN PROMOTES AND DEVELOPS EFFECTIVE VOLUNTEER MANAGEMENT PROGRAMS IN THE COMMUNITY AND ENHANCES THE KNOWLEDGE, SKILLS, AND CONNECTIONS AMONG MEMBERS. THE EIGHTH YEAR OF UNITED WAY STUFF THE BUS! SCHOOL SUPPLIES DRIVE BROUGHT TOGETHER HUNDREDS OF VOLUNTEERS WHO COLLECTED MORE THAN 29,360 PACKAGES OF SCHOOL SUPPLY ITEMS FOR STUDENTS WHO NEEDED THEM. THE ANNUAL HOLIDAY VOLUNTEER GUIDE WAS CREATED TO CONNECT THOSE WANTING TO VOLUNTEER DURING THE HOLIDAY SEASON, AND THE AGENCIES WERE GRATEFUL FOR THE ADDITIONAL HELP. 76293 0 0 COMMUNICATIONSIT TAKES STRONG COMMUNITY SUPPORT TO PRODUCE THE LEVEL OF PROGRAM ACHIEVEMENTS (LISTED UNDER 4A), AND SUSTAINING THAT SUPPORT REQUIRES AN ACTIVE COMMUNICATIONS EFFORT. UNITED WAY LETS DONORS AND THE GENERAL PUBLIC KNOW ABOUT THE ORGANIZATION'S ACCOMPLISHMENTS THROUGH PRINTED MATERIALS INCLUDING; AN ANNUAL REPORT, E-NEWSLETTERS, WEB SITE, VIDEO PRODUCTIONS, MEDIA OUTREACH, AND SPECIAL EVENTS. 35975 0 0 GENERAL ACTIVITIES OF THE UNITED WAY, WHICH CONTRIBUTE TO BUILDING COMMUNITY COALITIONS AND SUPPORTING COMMUNITY PLANNING, ARE ACCOUNTED FOR IN THE COMMUNITY BUILDING PROGRAM. 35975 0 0 2836346 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 13 1 0 0 0 0 0 0 0 0 0 0 X 31 31 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X KYLEE STROUGH 8163642381 118 S 5TH ST ST JOSEPH MO 64501 AUXIER RON BOARD MEMBER 1.00 X 0 0 0 BRADLEY ERIC BOARD MEMBER 1.00 X 0 0 0 BRAX DAVID BOARD MEMBER 1.00 X 0 0 0 BYRD BEN BOARD MEMBER 1.00 X 0 0 0 CLINTON GEORGE BOARD MEMBER 1.00 X 0 0 0 CODER ELAINE BOARD MEMBER 1.00 X 0 0 0 DALSING MICHAEL BOARD MEMBER 1.00 X 0 0 0 EIMAN PATTI BOARD MEMBER 1.00 X 0 0 0 GRAYSON JASON BOARD MEMBER 1.00 X 0 0 0 HOOK RON BOARD MEMBER 1.00 X 0 0 0 HORN JASON BOARD MEMBER 1.00 X 0 0 0 HOY ANN BOARD MEMBER 1.00 X 0 0 0 MCANALLY BRAD BOARD MEMBER 1.00 X 0 0 0 MURPHY SCOTT BOARD MEMBER 1.00 X 0 0 0 PULIDO MICHAEL BOARD MEMBER 1.00 X 0 0 0 RUCKER LAVELL BOARD MEMBER 1.00 X 0 0 0 SHIELDS BRANDT BOARD MEMBER 1.00 X 0 0 0 STEIN ADAM BOARD MEMBER 1.00 X 0 0 0 THOMASON MICHELE BOARD MEMBER 1.00 X 0 0 0 WEIL LISA BOARD MEMBER 1.00 X 0 0 0 WOODS JULIE BOARD MEMBER 1.00 X 0 0 0 WRIGHT SETH BOARD MEMBER 1.00 X 0 0 0 MARGULIES MICHELLE COMMUNITY INVESTMENT CO-CHAIR 2.00 X X 0 0 0 WYBLE MARK COMMUNITY INVESTMENT CO-CHAIR 2.00 X X 0 0 0 ROSONKE DENNIS CAMPAIGN CHAIR 3.00 X X 0 0 0 MARTIN ROGER COMMUNITY INITIATIVES CHAIR 2.00 X X 0 0 0 JOHNSTON STEVE MARKETING/COMMUNICATIONS CHAIR 2.00 X X 0 0 0 CRIPE DAVID CHAIR 3.00 X X 0 0 0 BRADLEY DEBRA VICE CHAIR 2.00 X X 0 0 0 BURKE THOMAS SECRETARY 2.00 X X 0 0 0 PRITCHETT ROBERT TREASURER 2.00 X X 0 0 0 MURPHY MICHAEL BOARD MEMBER - LEFT FEB 2016 1.00 X 0 0 0 VARTABEDIAN DR ROBERT BOARD MEMBER - LEFT FEB 2016 1.00 X 0 0 0 STROUGH KYLEE PRESIDENT/CEO 50.00 X 91693 0 15883 91693 0 15883 0 0 0 0 0 13064 3244121 36810 3257185 LEADERSHIP PROGRAMS 611430 34758 34758 FUNDRAISING SERVICES 813219 16743 16743 PROFIT IN EDUCATION 611710 7230 7230 SUCCESS BY 6 SEMINARS 611710 3959 3959 5752 5752 68442 168227 168227 68168 0 68168 68168 68168 39744 12996 138741 4663 -98997 8333 -90664 -90664 OTHER INCOME 900099 1237 1237 1237 3472595 68442 0 146968 2373890 2373890 9615 9615 107576 63405 31628 12543 258634 162740 68568 27326 9305 4746 3742 817 16397 9653 4821 1923 26278 16277 7154 2847 20750 12222 6101 2427 39885 83 39786 16 1725 1016 506 203 8722 5082 65 3575 15222 8673 4024 2525 43642 25706 12829 5107 9029 5387 2430 1212 29750 29518 104 128 34376 20247 10107 4022 39485 23260 11609 4616 13919 8299 4020 1600 PARENT AWARENESS ITEMS 21537 21537 EQUIP RENT/MAINTENANCE 17820 12968 3471 1381 TRAINING 12216 12216 AWARDS (NON ASSISTANCE) 5625 5625 9397 4181 585 4631 3124795 2836346 211550 76899 957827 611460 334684 810426 2628970 2831223 9763 9635 909584 510919 388011 398665 6059968 6435701 10379223 11097110 2615839 2638146 0 1200 2615839 2639346 X 4607651 4978696 1226591 1441401 1929142 2037667 7763384 8457764 10379223 11097110 347800 346580 0 X X 0 1 X 1 0 X 3263876 2747280 3057625 2974163 3257185 15300129 3263876 2747280 3057625 2974163 3257185 15300129 161200 15138929 184974 185540 185409 222014 236395 1014332 13147 11782 15767 5738 1237 47671 16362132 296120 0.92520 0.92950 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS FUNDRAISING REVENUE - 2012 AMOUNT: $ 8,413. 2013 AMOUNT: $ 9,765. 2014 AMOUNT: $ 13,911. 2015 AMOUNT: $ 5,586. OTHER INCOME - 2012 AMOUNT: $ 4,734. 2013 AMOUNT: $ 2,017. 2014 AMOUNT: $ 1,856. 2015 AMOUNT: $ 152. 2016 AMOUNT: $ 1,237. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3058776 422700 156404 3637880 3029339 46162 -7206 9519 3058776 3356414 3633 147898 478606 3029339 2962119 15223 379072 3356414 2686304 4000 287039 15224 2962119 0.11810 0.56010 0.32180 0 0 33400 33400 824524 464260 360264 51660 46659 5001 398665 X 3896429 346580 96133 442713 3453716 18879 18879 3472595 3202049 96133 96133 3105916 18879 18879 3124795 PART V, LINE 4: SUCCESS BY 6 ENDOWMENT - THE FUNDS IN THIS ACCOUNT WILL BE USED TO SUPPORT THE SUCCESS BY 6 INITIATIVE. FUNDS IN THIS ACCOUNT INCLUDE DONOR RESTRICTED FUNDS WITH INCOME BEING ABLE TO BE USED AT THE UNITED WAY BOARD OF DIRECTOR'S DISCRETION. OPERATING ENDOWMENT - THE OPERATING ENDOWMENT IS A BOARD DESIGNATED ENDOWMENT. THE FUNDS IN THIS ACCOUNT WILL BE USED TO REPLENISH ANY SMALL LOSSES SUSTAINED DURING NORMAL OPERATIONS. CRYSTAL CIRCLE ENDOWMENT - THE CRYSTAL CIRCLE ENDOWMENT INCLUDES PERMANENTLY RESTRICTED DONOR FUNDS. INCOME EARNED IN THIS ACCOUNT WILL FLOW INTO THE ANNUAL CAMPAIGN. UNITED WAY ENDOWMENT - THE UNITED WAY ENDOWMENT INCLUDES PERMANENTLY RESTRICTED DONOR FUNDS. UP TO 90% OF THE INCOME EARNED IN THIS ACCOUNT WILL FLOW INTO THE OPERATING ENDOWMENT, AND BE USED IN ACCORDANCE WITH THE OPERATING ENDOWMENT POLICY. ANY ADDITIONAL DISTRIBUTION WILL NEED TO BE APPROVED BY THE UNITED WAY BOARD OF DIRECTORS. PART X, LINE 2: THE ORGANIZATION IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION. THEREFORE, NO INCOME OR EXCISE TAXES HAVE BEEN PROVIDED FOR IN THE FINANCIAL STATEMENTS. THE ORGANIZATION FOLLOWS THE STANDARD FOR EVALUATING UNCERTAIN TAX POSITIONS AND HAS DETERMINED NO LIABILITY SHOULD BE RECORDED FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: EVENT EXPENSES NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 18,879. PART XII, LINE 4B - OTHER ADJUSTMENTS: EVENT EXPENSES NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 18,879. 1 AMERICAN RED CROSS 401 NORTH 12TH ST ST JOSEPH MO 64501 440545909 501C3 217006 $212,006 FOR GENERAL OPERATING COSTS; $5,000 FOR DISASTER RELIEF BARTLETT CENTER 409 SOUTH 18TH ST JOSEPH MO 64501 237116216 501C3 33303 GENERAL OPERATING COSTS BIG BROTHERS AND BIG SISTERS 1202 SOUTH 28TH ST ST JOSEPH MO 64507 436068464 501C3 34810 GENERAL OPERATING COSTS BOY SCOUTS-PONY EXPRESS COUNCIL 1704 BUCKINGHAM ST JOSEPH MO 64506 440546279 501C3 112169 GENERAL OPERATING COSTS CATHOLIC CHARITIES 902 EDMOND STE 204 ST JOSEPH MO 64501 430887779 501C3 92912 GENERAL OPERATING COSTS CHILDREN'S MERCY HOSPITAL 2401 GILLHAM RD KANSAS CITY MO 64108 440605373 501C3 29417 GENERAL OPERATING COSTS COMMUNITY MISSIONS CORPORATION 700 OLIVE ST ST JOSEPH MO 64501 900180479 501C3 42263 $28,460 FOR GENERAL OPERATING COSTS; $13,803 FOR SPECIAL ASSISTANCE FAMILY GUIDANCE CENTER 724 NORTH 22ND ST ST JOSEPH MO 64501 440666362 501C3 300637 $285,797 FOR GENERAL OPERATING COSTS; $14,840 FOR MEDICAL AIDE INTERFAITH COMMUNITY SERVICES 200 CHEROKEE ST JOSEPH MO 64504 440545910 501C3 428368 $427,343 FOR GENERAL OPERATING COSTS, $1,025 FOR UTILITY ASSISTANCE PROGRAM LEGAL AID OF WESTERN MISSOURI 106 SOUTH 7TH ST 4TH FLR ST JOSEPH MO 64501 430824638 501C3 70000 GENERAL OPERATING COSTS NORTHWEST MISSOURI COMMUNITY SERVICES 1203 NORTH 6TH ST ST JOSEPH MO 64501 431496809 501C3 155468 $140,420 FOR GENERAL OPERATING COSTS; $15,048 FOR ADOPT-A-FAMILY PROGRAM SALVATION ARMY 622 MESSANIE ST JOSEPH MO 64501 440545998 501C3 106114 GENERAL OPERATING COSTS SECOND HARVEST 915 DOUGLAS ST JOSEPH MO 64505 431268319 501C3 7000 BACKPACK BUDDIES PROGRAM SOCIAL WELFARE BOARD 904 SOUTH 10TH ST ST JOSEPH MO 64503 446000455 GOVERNMENT AGENCY 7000 DIABETES MANAGEMENT INITIATIVE SPECIALTY INDUSTRIES OF ST JOSEPH INC 3801 SOUTH LEONARD RD ST JOSEPH MO 64503 430896903 501C3 8248 GENERAL OPERATING COSTS ST JOSEPH SAFETY AND HEALTH COUNCIL 118 SOUTH 5TH LOWER LEVEL ST JOSEPH MO 64501 440548468 501C3 74970 GENERAL OPERATING COSTS THE CENTER 902 EDMOND STE 203 ST JOSEPH MO 64501 431615018 501C3 78402 GENERAL OPERATING COSTS UNITED CEREBRAL PALSY OF NORTHWEST MISSOURI 3303 FREDERICK AVE ST JOSEPH MO 64506 430909607 501C3 181160 GENERAL OPERATING COSTS YMCA 315 SOUTH 6TH ST JOSEPH MO 64501 440552491 501C3 140718 GENERAL OPERATING COSTS YWCA 304 NORTH 8TH ST JOSEPH MO 64501 440552219 501C3 253116 GENERAL OPERATING COSTS 20 0 COLLEGE SCHOLARSHIP FOR EARLY CHILDHOOD PROFESSIONAL 24 8622 TRANSPORTATION 1 497 HOUSING ASSISTANCE 1 496 PART I, LINE 2: THE UNITED WAY MONITORS GRANT FUNDS BY REQUIRING GRANT RECIPIENTS TO SUBMIT TO THE UNITED WAY BUDGET FORMS ON AN ANNUAL BASIS. GRANT RECIPIENTS MUST ALSO SUBMIT ANNUAL OUTCOME REPORTS DETAILING THEIR ACCOMPLISHMENTS. MONTHLY FINANCIAL STATEMENTS ARE ALSO REQUIRED PRIOR TO A RELEASE OF AN AGENCY'S MONTHLY ALLOCATION. GRANTEES MUST ALSO PROVIDE TO THE UNITED WAY A YEAR-END REPORT AND AN UP-TO-DATE AUDIT CONDUCTED BY A PROFESSIONAL INDEPENDENT AUDITOR. OTHER SPECIFIC FINANCIAL MATERIALS MAY BE REQUESTED, AS NECESSARY. THIS INFORMATION IS NOT ONLY REVIEWED BY THE UNITED WAY STAFF, BUT BY COMMUNITY VOLUNTEERS ON A YEARLY BASIS. X 100 RETAIL VALUE X 6 26545 FAIR MARKET VALUE X 17 7665 RETAIL VALUE X CONCRETE 1 2500 RETAIL VALUE 0 0 1 0 PART I, COLUMN (B): THE FIGURE REPRESENTS THE NUMBER OF DONORS IN EACH CATEGORY. FORM 990, PART VI, SECTION A, LINE 6 EACH CONTRIBUTOR TO THE MOST RECENTLY COMPLETED UNITED WAY ANNUAL FUNDRAISING CAMPAIGN IS A MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE GENERAL MEMBERSHIP ELECTS THE BOARD OF DIRECTORS AT THE ANNUAL MEETING. TERMS OF BOARD MEMBERS ARE STAGGERED, WITH ONE-THIRD OF MEMBERS BEING ELECTED EACH YEAR. THE BOARD MEMBERS MAY ELECT REPLACEMENT BOARD MEMBERS DURING THE YEAR IF A VACANCY SHOULD OCCUR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. A COMPLETED FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS AT A REGULAR MEETING PRIOR TO THE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE UNITED WAY OF GREATER ST JOSEPH REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY BY: 1) MAINTAINING RECORDS OF THE CONFLICT OF INTEREST FORMS COMPLETED AND SIGNED EACH YEAR BY BOARD MEMBERS AND KEY STAFF; 2) REQUIRING MEMBERS TO DISCLOSE ANY DUALITY OR CONFLICT OF INTEREST ON ANY MATTER COMING TO A VOTE BY THE BOARD, PRIOR TO THAT VOTE BEING TAKEN. A MEMBER DISCLOSING A CONFLICT OF INTEREST MAY NOT VOTE ON THE MATTER AND THE MINUTES OF THE MEETING MUST REFLECT THAT A DISCLOSURE WAS MADE AND THAT THERE WAS AN ABSTENTION BY THAT MEMBER. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING THE COMPENSATION OF THE PRESIDENT AND CEO OF THE UNITED WAY OF GREATER ST JOSEPH INCLUDES THE FOLLOWING STEPS: 1) THE PRESIDENT COMPLETES A SELF EVALUATION FORM THAT ENUMERATES THE GOALS AND ACCOMPLISHMENTS OF THE YEAR. THIS FORM IS SUBMITTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. 2) THE EXECUTIVE COMMITTEE AND ANY BOARD MEMBER WHO WOULD LIKE TO PARTICIPATE MEETS WITH THE PRESIDENT AND REVIEWS THE PRESIDENT'S ACCOMPLISHMENTS FOR THE YEAR, MONITORING PROGRESS TOWARDS GOALS. 3) THE EXECUTIVE COMMITTEE CONSIDERS THE UNITED WAY WORLDWIDE SALARY SURVEY OF COMPARABLE UNITED WAYS AND OTHER NONPROFIT ORGANIZATIONS IN THE REGION. ALL MOTIONS ARE RECORDED IN EXECUTIVE COMMITTEE MINUTES. 4) THE EXECUTIVE COMMITTEE PRESENTS INFORMATION ON THE ENTIRE EVALUATION TO THE BOARD OF DIRECTORS, ALONG WITH A SALARY RECOMMENDATION FOR THE PRESIDENT. THE BOARD THEN REVIEWS THE INFORMATION PROVIDED AND ASKS ADDITIONAL QUESTIONS IF DESIRED. THE BOARD OF DIRECTORS MUST APPROVE THE RECOMMENDATION OR MAKE THEIR OWN RECOMMENDATION ON THE COMPENSATION OF THE PRESIDENT AND CEO. THE RECOMMENDATION IS VOTED ON BY THE BOARD AND RECORDED IN THE MINUTES OF THE DECEMBER BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15B: NO OTHER COMPENSATED INDIVIDUALS MEET THE IRS DEFINITION OF OFFICER OR KEY EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT THE UNITED WAY OF GREATER ST. JOSEPH OFFICE AT 118 S 5TH ST., ST. JOSEPH, MO 64501. ANY INDIVIDUAL OR ORGANIZATION WHO WOULD LIKE TO SEE THESE DOCUMENTS MAY DO SO DURING NORMAL OFFICE HOURS OF 8 AM TO 5 PM CENTRAL TIME, MONDAY THROUGH FRIDAY. THE PHONE NUMBER FOR THE UNITED WAY OF GREATER ST. JOSEPH IS (816)364-2381. FORM 990, PART XII, LINE 2C: PROCESS IS CONSISTENT WITH PRIOR YEARS.