2017-02-15T11:23:42-06:00 2016-06-30 410746749 CLIFTONLARSONALLEN LLP 370 INTERLOCKEN BLVD SUITE 500 BROOMFIELD CO 80021 990 2015-07-01 846042598 FOOTHILLS UNITED WAY INC FOOT 3034444013 1285 CIMARRON DRIVE SUITE 101 LAFAYETTE CO 80026 CARLOS PACHECO BOARD CHAIR 3034444013 2017-02-15 1 ADAM PYZDROWSKI P01603682 3034668822 2015 2021-01-29 14:40:06Z DOUG YEISER 1285 CIMARRON DRIVE SUITE 101 LAFAYETTE CO 80026 3003797 0 X WWW.UNITEDWAYFOOTHILLS.ORG X 1925 CO A COMMUNITY WORKING TOGETHER IN WHICH ALL PEOPLE CAN ACHIEVE THEIR FULL POTENTIAL. 9 9 64 2000 0 0 2228454 1693072 39056 16210 379192 5155 16485 48156 2663187 1762593 1747688 1452238 0 0 1262116 1060825 0 0 403756 1016893 472020 4026697 2985083 -1363510 -1222490 4125212 2303823 808192 209585 3317020 2094238 X COLLABORATIVELY IDENTIFY COMMUNITY PRIORITY NEEDS AND DESIRED OUTCOMES, UNITE COMMUNITY RESOURCES IN PURSUIT OF AGREED UPON GOALS, AND TAKE ACTION. 0 0 1794968 1448845 FLOOD RECOVERY: AFTER THE FLOOD IN SEPTEMBER 2013, FOOTHILLS UNITED WAY HELPED ORGANIZE THE LONG-TERM FLOOD RECOVERY GROUP (LTFRG), WITH STRONG SUPPORT FROM VOLUNTEERS, COMPANIES, GOVERNMENT PARTNERS, FAITH LEADERS AND ORGANIZATIONS FROM ACROSS THE COMMUNITY. TO DATE, OVER 1,100 HOUSEHOLDS AFFECTED BY THE SEPTEMBER 2013 FLOODING HAVE RECEIVED ASSISTANCE FROM THE LTFRG. THE LTFRG HAS RAISED OVER $5.2 MILLION AND COORDINATED VOLUNTEERS SERVICES VALUED AT OVER $3.4 MILLION TO ASSIST IN THE RECOVERY OF FAMILIES. THE ATTENTION AND STAFF TIME FOOTHILLS UNITED WAY DEDICATED TO THOSE IMPACTED BY THE FLOOD CONSUMED MUCH OF ITS PERSONNEL RESOURCES OVER THE PAST 18 MONTHS. (CONTINUED ON SCHEDULE O) 137919 16210 FOOTHILLS UNITED WAY GENERAL PROGRAMS: FOOTHILLS UNITED WAY'S COMMUNITY IMPACT FUNCTION CONVENES COMMUNITY SERVICE PROVIDERS TO CREATE PRODUCTIVE, COLLABORATIVE SOLUTIONS TO ADDRESS BOULDER'S AND BROOMFIELD'S PRIORITY ISSUES. BY SHARING INFORMATION, CONNECTING COMPLEMENTARY PLAYERS, AND DRIVING ACTION THAT BRINGS MEASURABLE RESULTS, WE HELP NONPROFITS, SCHOOLS, GOVERNMENT, FAITH COMMUNITIES AND BUSINESSES TO WORK TOGETHER AND BE MORE EFFECTIVE THAN THEY COULD BE ALONE. 197432 PIE PROGRAM: THE PIE PROGRAM ADDRESSES THE ROOT CAUSES OF POVERTY THROUGH SYSTEMIC ECONOMIC CHANGES. PROGRAM PARTICIPANTS OPEN INDIVIDUAL DEVELOPMENT ACCOUNTS, WHICH ARE MATCHED SAVINGS ACCOUNTS DESIGNED TO HELP WORKING LOW-INCOME AND LOW-WEALTH FAMILIES SAVE MONEY FOR CONTINUING EDUCATION, CAPITALIZING A BUSINESS, OR BUYING A HOME. THE PIE MISSION IS TO PROVIDE TOOLS THAT EMPOWER LOW-INCOME RESIDENTS TO SAVE AND BUILD ASSETS TO STRENGTHEN THEIR ECONOMIC STABILITY. THE PROGRAM PROVIDES A MAXIMUM MATCH OF $4,000 TOWARDS THE COST OF PURCHASING A HOME, SMALL BUSINESS NEEDS, OR POST-SECONDARY EDUCATION. PARTICIPANTS IN THE PROGRAM MUST BE IN THE PIE PROGRAM FOR AT LEAST 6 MONTHS AND MUST COMPLETE THEIR PURCHASE WITHIN 30 MONTHS. (CONTINUED ON SCHEDULE O) 153468 VOLUNTEER CONNECTION: ACQUIRED BY FOOTHILLS UNITED WAY IN AUGUST 2011, FOOTHILLS UNITED WAY'S VOLUNTEER CONNECTION STRENGTHENS THE COMMUNITIES OF BOULDER AND BROOMFIELD COUNTIES THROUGH VOLUNTEER ADVOCACY AND ENGAGEMENT. ORIGINALLY ESTABLISHED AS A PROGRAM OF BOULDER COUNTY UNITED WAY IN 1969, VOLUNTEER CONNECTION WAS ONE OF THE FIRST COMMUNITY-BASED INFORMATION AND REFERRAL CENTERS IN THE COUNTRY. TODAY, THE PROGRAM SUPPORTS OVER 250 LOCAL NONPROFIT ORGANIZATIONS BY CONNECTING THEM WITH THOUSANDS OF VOLUNTEERS ANNUALLY. 119702 RESILIENCE PROGRAM: BEGINNING AS AN EXTENSION OF THE RELIEF AND RECOVERY EFFORTS COMING OUT OF THE DEVASTATING FOURMILE CANYON FIRE IN THE FALL OF 2010, THE RESILIENCE PROGRAM FOCUSES ON BUILDING THE RELATIONSHIPS AND RESOURCES THAT ALLOW COMMUNITY MEMBERS TO RESPOND TO AND THRIVE IN THE FACE OF FAMILY EMERGENCIES OR COMMUNITY-WIDE DISASTERS. THE PROGRAM ALSO SUPPORTS THE COMMUNITY DURING TIMES OF DISASTER RESPONSE AND RECOVERY. 12356 3393 IMAGINATION LIBRARY: THROUGH ENROLLMENT IN DOLLY PARTON'S IMAGINATION LIBRARY, CHILDREN AGES 0-5 RECEIVE A BOOK MAILED TO THEIR HOME EACH MONTH. FOOTHILLS UNITED WAY (FHUW) SERVES AS THE FISCAL AGENT FOR THE PROGRAM AND MAINTAINS THE LOCAL DATABASE. THROUGH 2016, OVER 2,200 CHILDREN HAVE GRADUATED FROM THE PROGRAM AND OVER 105,000 BOOKS HAVE BEEN DISTRIBUTED THROUGH FHUW'S IMAGINATION LIBRARY, INCREASING THE LIKELIHOOD OF SCHOOL READINESS. 3533 2-1-1: LAUNCHED IN OCTOBER 2003, 2-1-1 COLORADO IS A STATEWIDE INITIATIVE TO PROVIDE INFORMATION AND REFERRAL SERVICE TO RESIDENTS IN NEED OF NON-EMERGENCY (I.E. NON-LIFE-THREATENING) ASSISTANCE BY PHONE, TEXT, CHAT OR ONLINE. 2-1-1 IS THE EASY-TO-REMEMBER AND UNIVERSALLY RECOGNIZABLE TELEPHONE NUMBER THAT PROVIDES CRITICAL CONNECTION BETWEEN INDIVIDUALS IN NEED AND AVAILABLE SERVICES. THE DATABASE HAS INFORMATION ON THOUSANDS OF PROGRAMS IN BOULDER AND BROOMFIELD COUNTIES AND ACROSS COLORADO. IN 2016, 2-1-1 COLORADO RECEIVED NEARLY 200,000 CONTACTS. FOOTHILLS UNITED WAY CHAIRS THE STATEWIDE 2-1-1 COLLABORATIVE. BOCO STRONG: BOCO STRONG WAS CREATED WITH THE PURPOSE OF BUILDING A CULTURE OF RESILIENCE THROUGHOUT BOULDER COUNTY. IT WAS FORMED IN THE WAKE OF THE 2013 FLOOD AND BEGAN AS A SUB-COMMITTEE OF THE LONG-TERM FLOOD RECOVERY GROUP (LTFRG). BOCO STRONG FOCUSES ON BUILDING SOCIAL CAPITAL, INCREASING CONNECTIONS AND FOSTERING COOPERATION AROUND ALREADY EXISTING SOCIAL NETWORKS. BOCO STRONG IS COMPRISED OF REPRESENTATIVES FROM LYONS, JAMESTOWN, BOULDER, LONGMONT, AND BOULDER COUNTY, AS WELL AS THE RED CROSS, BOULDER FLOOD RELIEF, FOOTHILLS UNITED WAY, INTERMOUNTAIN ALLIANCE, AND THE OFFICE OF EMERGENCY MANAGEMENT. BOULDER COUNTY VOAD: THE BOULDER COUNTY VOAD IS A LOCAL NETWORK OF VOLUNTARY ORGANIZATIONS ACTIVE IN DISASTER (VOAD), CHAIRED BY FOOTHILLS UNITED WAY. FOLLOWING THE POINTS OF CONSENSUS ESTABLISHED BY THE NATIONAL VOAD, THE BOCO VOAD PROMOTES COOPERATION, COLLABORATION, COMMUNICATION, AND COORDINATION BETWEEN A NETWORK OF DISASTER RESPONSE ORGANIZATIONS IN ORDER TO HELP OUR COMMUNITIES FIND STRENGTH, COMPASSION, AND THE RESOURCES THEY NEED TO SURVIVE, RECOVER, AND THRIVE AFTER A DISASTER. FAMILYWIZE PRESCRIPTION DISCOUNT PROGRAM: IN THE LAST TWO YEARS, 40% OF PEOPLE IN THE UNITED STATES HAVE EITHER SKIPPED FILLING A PRESCRIPTION OR REDUCED THEIR DOSES BECAUSE THE MEDICINE WAS TOO EXPENSIVE. TO ADDRESS THIS, FOOTHILLS UNITED WAY, BOULDER COUNTY, AND THE CITY OF BOULDER HAVE PARTNERED TO BRING THE FAMILYWIZE PRESCRIPTION DISCOUNT PROGRAM TO OUR LOCAL COMMUNITY. CARDS ARE DISTRIBUTED THROUGH LOCAL NONPROFIT AGENCIES, CITY OF BOULDER SERVICES, AND FOOTHILLS UNITED WAY. PEAK TO PEAK HOUSING AND HUMAN SERVICES TASK FORCE: THE PEAK TO PEAK HOUSING AND HUMAN SERVICES TASK FORCE IS A COLLABORATION OF HUMAN SERVICE AGENCIES AND FOOTHILLS UNITED WAY WHO SEEK TO IMPROVE THE BASIC NEEDS OF MOUNTAIN RESIDENTS. THE PEAK TO PEAK HOUSING AND HUMAN SERVICES TASKFORCE IS A DATA-DRIVEN ORGANIZATION WITH A STRATEGIC FOCUS ON HOUSING, ACCESS TO HEALTHCARE, AND TRANSPORTATION IN THE PEAK TO PEAK REGION. 289059 3393 2419378 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 151 0 64 1 0 0 0 0 0 1 1 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X DOUG YEISER 3034444013 1285 CIMARRON DRIVE STE 101 LAFAYETTE CO 80026 BOB BOND BOARD MEMBER 1.00 X 0 0 0 JANE S BRAUTIGAM BOARD MEMBER 1.00 X 0 0 0 SUZANNE CRAWFORD BOARD MEMBER 1.00 X 0 0 0 FRANCES DRAPER ETHICS OFFICER 1.00 X X 0 0 0 KIM FELTON BOARD MEMBER 1.00 X 0 0 0 MALCOLM FLEMING BOARD MEMBER 1.00 X 0 0 0 JAMIE JENSEN BOARD MEMBER 1.00 X 0 0 0 GEOFFREY KEYS BOARD MEMBER 1.00 X 0 0 0 JON F KOTTKE BOARD MEMBER 1.00 X 0 0 0 ROGER LANGE SECRETARY/TREASURER 1.00 X X 0 0 0 SHAUN O'CONNOR BOARD MEMBER 1.00 X 0 0 0 JOHN G OLSON VICE CHAIR 1.00 X X 0 0 0 EDIE ORTEGA PAST BOARD CHAIR 1.00 X X 0 0 0 CARLOS PACHECO BOARD CHAIR 1.00 X X 0 0 0 J MARCUS PAINTER VICE CHAIR 1.00 X X 0 0 0 JAMES PAYNE BOARD MEMBER 1.00 X 0 0 0 MEGAN WELCH BOARD MEMBER 1.00 X 0 0 0 DOUG YEISER CEO 60.00 X 98264 0 16810 MIKE STABLER FINANCIAL MANAGER 40.00 X 67000 0 8429 165264 0 25239 0 0 0 0 0 131000 1562072 46213 1693072 ADMINISTRATIVE FEE 561000 16210 16210 16210 4889 4889 18509 0 18509 18509 18509 1241470 1241204 266 266 266 MISCELLANEOUS REVENUE 900099 29647 29647 29647 1762593 45857 0 23664 1452238 1452238 190503 46669 98317 45517 725281 476405 248876 13027 8218 4809 63218 41469 21749 68796 43394 3384 22018 13091 7942 2313 2836 101698 61569 17930 22199 51735 38698 10847 2190 55666 32971 8459 14236 24659 14960 4356 5343 10969 7948 300 2721 1813 1100 320 393 36873 22370 6514 7989 5840 3543 1032 1265 PIE PROGRAM EXPENSES 91143 91143 DAY OF CARING EXPENSES 59995 59935 27 33 18538 8806 8150 1582 2985083 2419378 161949 403756 365195 203383 1701905 670608 369786 396853 11493 13343 1390356 390242 1036986 1000114 365300 0 258394 0 16153 19522 4125212 2303823 145703 124646 623525 83939 1000 1000 37964 0 808192 209585 X 1072880 1354875 2244140 739363 3317020 2094238 4125212 2303823 -1222490 -292 0 X 0 1 X 1 0 X 2595759 2698414 6415195 2228454 1693072 15630894 2595759 2698414 6415195 2228454 1693072 15630894 1160967 14469927 53477 36671 40802 41318 23398 195666 4145 29647 33792 15860352 382439 0.91230 0.90560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 628443 0 5014 620366 13091 1507443 51306 919000 11306 628443 1392457 289262 160000 14276 1507443 1490366 195639 280750 12798 1392457 1454078 49103 12815 1490366 1.00000 0 0 100000 100000 1185895 296018 889877 104461 94224 10237 1000114 1800821 -292 38520 38228 1762593 0 1762593 3023603 38520 38520 2985083 0 2985083 PART V, LINE 4: THE INTENDED USE OF THE INCOME GENERATED BY THE ENDOWMENT FUNDS IS TO FUND PROJECTS IN THE COMMUNITY THAT ARE ABOVE AND BEYOND THE SCOPE OF THE NORMAL ALLOCATION PROCESS. 1 FLOOD RECOVERY ASSISTANCE TO INDIVIDUALS/FAMILIES 1130 1448845 0 PAYMENT OF INVOICES FOR PROPERTY REPAIRS DUE TO FLOOD DAMAGE. IMAGINATION LIBRARY 50 3393 PURCHASE OF BOOKS FOR DISTRIBUTION TO FAMILIES PART I, LINE 2: A COMMITTEE COMPOSED OF COMMUNITY REPRESENTATIVES EVALUATED EACH APPLICANT FOR ASSISTANCE. ASSISTANCE WAS PROVIDED IN THE FORM OF PAYMENT FOR GOODS AND SERVICES FOR REPAIR AND RESTORATION OF HOMES DAMAGED BY FLOODING. NO CASH GRANTS WERE GIVEN DIRECTLY TO BENEFICIARIES. X 45713 FMV X ICE CREAM DONATED FOR PUBLIC EVENT 1 500 FMV 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION USES NUMBER OF CONTRIBUTIONS FOR SCHEDULE M. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS THE RELIEF EFFORTS TOOK AWAY STAFF AND VOLUNTEER HOURS FOOTHILLS UNITED WAY NORMALLY EMPLOYS TOWARD RAISING MONEY FOR COMMUNITY BASICS, HEALTH, EARLY EDUCATION, AND FINANCIAL STABILITY PROGRAMS FOR THOSE IN NEED IN THE BOULDER AND BROOMFIELD COMMUNITY. MANAGING $8.6 MILLION IN DONATIONS AND VOLUNTEER TIME DURING THE COLLABORATIVE COMMUNITY EFFORT MEANT THAT FUNDING WAS SHORT FOR GRANTS AND COMMUNITY SERVICES. FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS THROUGH 2016, THE PIE PROGRAM HAS GRADUATED 255 PARTICIPANTS IN THESE CATEGORIES: 99 FIRST-TIME HOMEBUYERS, 57 SMALL BUSINESS START-UPS, AND 99 POST-SECONDARY STUDENTS. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE SHALL, IN THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, HAVE GENERAL CONTROL OF THE AFFAIRS OF THIS CORPORATION, EXERCISING ALL POWERS OF THE BOARD OF DIRECTORS, AND SHALL HAVE SUCH OTHER DUTIES AS MAY BE PRESCRIBED BY THE BYLAWS, BUT THE EXECUTIVE COMMITTEE SHALL NOT ACT TO THE EXCLUSION OF THE BOARD OR CONTRARY TO THE EXPRESS DIRECTION OF THE BOARD, OR AMEND THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11 PRIOR TO FILING, THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS AND QUESTIONS AND COMMENTS ARE SOLICITED VIA ELECTRONIC DISTRIBUTION OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C BOARD OF DIRECTORS AND STAFF COMPLETE A CONFLICT OF INTEREST POLICY STATEMENT ANNUALLY. ANNUAL CONFLICT OF INTEREST DECLARATIONS ARE REVIEWED BY THE AUDIT COMMITTEE FOR COMPLIANCE WITH INTERNAL STANDARDS AS WELL AS POTENTIAL DISCLOSURES. SHOULD CONFLICTS OF INTEREST OCCUR, THE CONFLICTED DIRECTOR MUST ABSTAIN FROM VOTING ON SUCH MATTERS. ABSTENTIONS DUE TO CONFLICTS OF INTEREST, IF ANY, ARE DOCUMENTED IN THE RECORD OF THE VOTE. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE CEO IS REVIEWED AND DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, THEN APPROVED BY THE FULL BOARD. DATA FROM THE COLORADO NONPROFIT ASSOCIATION AND UNITED WAY WORLDWIDE SALARY SURVEYS ARE USED TO ARRIVE AT A MARKET RATE COMPENSATION. THE BOARD SECRETARY RECORDS THIS CONVERSATION. COMPENSATION WAS LAST REVIEWED IN 2016. FORM 990, PART VI, SECTION C, LINE 18 FOOTHILLS UNITED WAY APPLIED FOR ITS TAX-EXEMPT STATUS PRIOR TO JULY 15, 1987. THEREFORE, FORM 1023 IS NOT AVAILABLE FOR PUBLIC INSPECTION. A COPY OF THE MOST RECENT IRS DETERMINATION LETTER AS OF JULY 2015 IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE.