UNITED WAY OF THE CAPITAL AREA INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF THE CAPITAL AREA INC (EIN 64-0303075)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-15
- IRS object ID
- 201731359349311868
- 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 | 2017-05-15T16:28:08-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 640897081 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Matthews Cutrer & Lindsay PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 599 C Steed Road | AddressLine1Txt |
| City | Ridgeland | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39157 | 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 | 640303075 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The United Way of The Capital Area Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 6019484725 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 23169 | AddressLine1Txt |
| City | Jackson | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 392253169 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Teresa Walker | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Phone | 6019484725 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Charles R Lindsay CPA | PreparerPersonNm |
| PTIN | P00294610 | PTIN |
| Phone | 6018988875 | PhoneNum |
| Preparation | 2017-05-15 | PreparationDt |
| 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) |
|---|---|---|
| Principal Officer | Teresa Walker | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 23169 | AddressLine1Txt |
| City | Jackson | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 392253169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,938,970 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.myunitedway.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1939 | FormationYr |
| Legal Domicile State | MS | LegalDomicileStateCd |
| Activity Or Mission | To provide opportunities that empower people to build successful lives. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 22 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,805,498 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,870,882 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $78,579 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $58,234 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$900 | PYInvestmentIncomeAmt |
| CY Investment Income | $211 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,883,177 | PYTotalRevenueAmt |
| CY Total Revenue | $2,929,327 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $246,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $392,250 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $711,199 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $669,879 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $433,500 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,823,470 | PYOtherExpensesAmt |
| CY Other Expenses | $1,897,909 | CYOtherExpensesAmt |
| PY Total Expenses | $2,780,669 | PYTotalExpensesAmt |
| CY Total Expenses | $2,960,038 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $102,508 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$30,711 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,285,216 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,380,628 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $563,604 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $823,321 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,721,612 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,557,307 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To provide opportunities that empower people to build successful lives. The organization provides educational and asset building opportunities that create pathways out of poverty for families in Hinds, Madison and Rankin counties. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $474,337 | ExpenseAmt |
| Grant | $43,200 | GrantAmt |
| Revenue | $58,234 | RevenueAmt |
| Desc | Financial Stability - To promote self-sufficiency and independence for working families and those seeking to improve skills for employment. This goal was achieved by providing free tax preparation for approximately 3,200 individuals and families generating $4.6 million in returns for those individuals in addition to information on banking and credit counseling. 137 individuals received assistance in skill and job training. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $854,395 | ExpenseAmt |
| Grant | $250,550 | GrantAmt |
| Desc | Education - To insure that children are prepared to enter school ready to learn and that more students are prepared to graduate college/career ready. This encompasses early childhood programs, school based and after school programs. 5,911 children and their families benefitted from early literacy and intervention prior to entering school. 30,000 students in Jackson Public Schools were impacted by our work with the school system in transformational learning which resulted in an increase in graduation rate from 67% to 68%. 337 young people also benefitted from after school and school related programs. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $107,149 | ExpenseAmt |
| Grant | $98,500 | GrantAmt |
| Desc | Health and Community Building - To provide health and safety net services for vulnerable families. 906 families were provided services as a result of domestic violence and child abuse; 13,020 meals were provided to senior citizens in addition to 4,591 activities and 6,270 trips for services and field trips. $298,007 was saved in discount on prescriptions; 2,011 medical visits/clients served; 1,004 clients provided dental care; and 381 additional people received basic need services such as food and clothing. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $738,149 | ExpenseAmt |
| Desc | Allocation to other Nonprofit Organizations - See Schedule I for a detail of donations made for the year ended June 30, 2016. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $738,149 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $2,174,030 | 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 | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 22 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | Yes (1) | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MS | 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 | Teresa Walker COO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6019484725 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 843 North President St | AddressLine1Txt |
| City | Jackson | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Barney Daly | ||||||
| Chairman | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Mark Peach | ||||||
| Finance Administrator | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Robert Gibbs | ||||||
| Legal Council | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Lester Diamond | ||||||
| Past Chairman | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Carol J Burger | ||||||
| Secretary/CEO | 40.00 | Yes (X) | Yes (X) | $150,777 | $0 | $34,480 |
| Gus McCoy | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Shannon McMillan | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Drew McGlinchey | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Tina Lakey | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Senator David Blount | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ivye Allen | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Lee Royce | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Michael Gater | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Bryan Horn | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LoRose Hunter | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Joseph Moss | ||||||
| Vice Chairman | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Clarence Irby | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Nathan Edwards | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Frank Lenior | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ronnie Colvin | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Teresa Walker | ||||||
| COO | 40.00 | Yes (X) | $79,053 | $0 | $16,446 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $229,830 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $50,926 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | 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 | $2,032,160 | FederatedCampaignsAmt |
| Related Organizations | $67,012 | RelatedOrganizationsAmt |
| Government Grants | $768,655 | GovernmentGrantsAmt |
| All Other Contributions | $3,055 | AllOtherContributionsAmt |
| Total Contributions | $2,870,882 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Admin & Processing Fee | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $58,234 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $58,234 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $58,234 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $454 | TotalRevenueColumnAmt |
| Exclusion | $454 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,400 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,643 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$243 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$243 | TotalRevenueColumnAmt |
| Exclusion | -$243 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,929,327 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $58,234 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $211 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,250 | TotalAmt |
| Program Services | $392,250 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,682 | TotalAmt |
| Program Services | $40,473 | ProgramServicesAmt |
| Management And General | $66,337 | ManagementAndGeneralAmt |
| Fundraising | $90,872 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $338,175 | TotalAmt |
| Program Services | $69,237 | ProgramServicesAmt |
| Management And General | $113,483 | ManagementAndGeneralAmt |
| Fundraising | $155,455 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,628 | TotalAmt |
| Program Services | $23,171 | ProgramServicesAmt |
| Management And General | $29,771 | ManagementAndGeneralAmt |
| Fundraising | $38,686 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,394 | TotalAmt |
| Program Services | $9,122 | ProgramServicesAmt |
| Management And General | $13,763 | ManagementAndGeneralAmt |
| Fundraising | $19,509 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,425 | TotalAmt |
| Management And General | $45,925 | ManagementAndGeneralAmt |
| Fundraising | $3,500 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,710 | TotalAmt |
| Program Services | $6,937 | ProgramServicesAmt |
| Management And General | $3,394 | ManagementAndGeneralAmt |
| Fundraising | $1,379 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,959 | TotalAmt |
| Fundraising | $2,959 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,765 | TotalAmt |
| Program Services | $16,046 | ProgramServicesAmt |
| Management And General | $26,437 | ManagementAndGeneralAmt |
| Fundraising | $62,282 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,881 | TotalAmt |
| Program Services | $7,655 | ProgramServicesAmt |
| Management And General | $7,909 | ManagementAndGeneralAmt |
| Fundraising | $4,317 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,073 | TotalAmt |
| Program Services | $20,504 | ProgramServicesAmt |
| Management And General | $13,955 | ManagementAndGeneralAmt |
| Fundraising | $20,614 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,836 | TotalAmt |
| Program Services | $3,626 | ProgramServicesAmt |
| Fundraising | $4,210 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,463 | TotalAmt |
| Program Services | $16,081 | ProgramServicesAmt |
| Management And General | $1,321 | ManagementAndGeneralAmt |
| Fundraising | $13,061 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,599 | TotalAmt |
| Management And General | $18,599 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,904 | TotalAmt |
| Program Services | $10,634 | ProgramServicesAmt |
| Management And General | $11,614 | ManagementAndGeneralAmt |
| Fundraising | $16,656 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Designated Funds | $637,969 | $637,969 |
| Community Service Proje | $461,360 | $461,360 |
| Program Service Expense | $358,785 | $358,785 |
| Extraordinary item - Di | $100,180 | $100,180 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,960,038 | TotalAmt |
| Program Services | $2,174,030 | ProgramServicesAmt |
| Management And General | $352,508 | ManagementAndGeneralAmt |
| Fundraising | $433,500 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,159 | BOYAmt |
| EOY | $110,676 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,571 | BOYAmt |
| EOY | $245,988 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $865,167 | BOYAmt |
| EOY | $850,420 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,891 | BOYAmt |
| EOY | $484,217 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,410 | BOYAmt |
| EOY | $23,662 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,876,931 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,528,389 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $383,588 | BOYAmt |
| EOY | $348,542 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,018 | BOYAmt |
| EOY | $314,183 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,412 | BOYAmt |
| EOY | $2,940 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,285,216 | BOYAmt |
| EOY | $2,380,628 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $342,127 | BOYAmt |
| EOY | $566,406 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,768 | BOYAmt |
| EOY | $98,302 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,709 | BOYAmt |
| EOY | $158,613 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $563,604 | BOYAmt |
| EOY | $823,321 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $690,705 | BOYAmt |
| EOY | $47,932 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,030,907 | BOYAmt |
| EOY | $1,509,375 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,721,612 | BOYAmt |
| EOY | $1,557,307 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,285,216 | BOYAmt |
| EOY | $2,380,628 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$30,711 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$93 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$133,501 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $3,163,665 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,143,223 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,577,279 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,805,498 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,870,882 | CurrentTaxYearAmt |
| Total | $14,560,547 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,163,665 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,143,223 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,577,279 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,805,498 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,870,882 | CurrentTaxYearAmt |
| Total | $14,560,547 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $14,560,547 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,774 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,209 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $635 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $419 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $454 | CurrentTaxYearAmt |
| Total | $8,491 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $100 | CurrentTaxYearMinus3YearsAmt |
| Total | $100 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,569,138 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $365,095 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99940 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99870 | 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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $222,129 | OtherCostOrOtherBasisAmt |
| Book Value | $222,129 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $641,695 | OtherCostOrOtherBasisAmt |
| Depreciation | $499,511 | DepreciationAmt |
| Book Value | $142,184 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,013,107 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,028,878 | DepreciationAmt |
| Book Value | -$15,771 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $348,542 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investments | Desc |
| Book Value | $314,183 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $314,183 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due to other | Desc |
| Amt | $158,613 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $158,613 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,291,265 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$93 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$93 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,291,358 | RevenueSubtotalAmt |
| Other Revenues Not Included | $637,969 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $637,969 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,929,327 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,322,069 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,322,069 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $637,969 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $637,969 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,960,038 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part XI, Line 4b - Other Adjustments: | Designated Contributions 637,969. |
| Part XII, Line 4b - Other Adjustments: | Designated Contributions 637,969. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (24 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Boys and Girls Club | |||||||
| 1450 West Capitol Street | Jackson | MS | 39203 | 640331635 | $25,000 | Provides a safe and positive place where children will have access to five core areas of youth development: Education & Career Development, Character & Leadership, Health & Life Skills, Arts, and Sports, Fitness & Recreation. Promotes active & ongoing student learning, often with special emphasis on reading intervention. | |
| Christians in Action | |||||||
| Post Office Box 9943 | Jackson | MS | 39286 | 237412406 | $9,000 | Provides a temporary shelter for 45 days for abused and neglected children, ages birth through twelve, who are in the custody of the MS Department of Human Services, to prevent further abuse, neglect and abandonment until the children can be placed in a permanent, safe environment. | |
| Clinton Community Christian Corporation | |||||||
| PO Box 21 | Clinton | MS | 39060 | 640587959 | $6,500 | A multipurpose agency in the Clinton Public School District that provides a senior citizens program to adults, 60 years and older, with services that include: home delivered meals, congregate meals, and access to transportation and recreational activities. | |
| Jackson State University | |||||||
| 1325 Hattiesburg Street | Jackson | MS | 39204 | 646000507 | $15,000 | Provides basic literacy, pre-GED, GED, workforce/employability skills and parenting skills for adults to allow for productive employment. | |
| Madison Countians Allied Against Poverty | |||||||
| 3141 S Liberty Street | Canton | MS | 39046 | 640179803 | $12,500 | Building or repairing homes for poor or handicapped individuals and families in Madison county. | |
| Magnolia Speech School | |||||||
| 733 Flag Chapel Road | Jackson | MS | 39209 | 640435317 | $25,000 | An oral school to prepare hearing-impaired and speech/language-impaired children for integration into regular schools. | |
| Metro Jackson YMCA | |||||||
| 840 East River Place | Jackson | MS | 39202 | 640303099 | $20,000 | Provides infant, toddler & preschool childcare from 7:00AM - 6:00PM, Monday-Friday. | |
| Mission First Inc | |||||||
| 275 Roseneath Street | Jackson | MS | 39203 | 640797107 | $15,000 | Meeting basic and emergency needs by providing quality health and dental care to those who need the services. | |
| Operation Shoestring StampOut DropOut | |||||||
| 1711 Bailey Avenue | Jackson | MS | 39203 | 640471554 | $50,000 | A dropout prevention program targeting 250 children and their families at Galloway, Brown, and Rowan schools. The program provides enhanced academic and socialization support for children, and holistic support for their families. | |
| The Center for Violence Prevention | |||||||
| PO Box 6279 | Pearl | MS | 39288 | 581959108 | $20,000 | A program in partnership with the Rankin County community that provides innovative, quality solutions for individuals and families experiencing intergenerational cycles of abuse. | |
| Big Brothers Big Sisters | |||||||
| Post Office Box 16414 | Jackson | MS | 39236 | 640930671 | $17,000 | Provides support for community-based and site-based mentoring model. | |
| DREAM Inc | |||||||
| 310 Airport Road | Jackson | MS | 39208 | 640655629 | $17,000 | Middle school peer leadership program working to prevent the use of drugs and alcohol. | |
| Girls Scouts Middle Mississippi Council | |||||||
| 1471 West County Line Road | Jackson | MS | 39213 | 640384222 | $16,600 | After school and community-based leadership and anti-bullying programs. | |
| International Museum of Muslim Cultures | |||||||
| 201 East Pascagoula Street | Jackson | MS | 39201 | 364495799 | $20,000 | African-American Male Youth Scholars of Peace and Scholar/Leadership Mentor-in-Training Program. | |
| Karitas Child Center | |||||||
| 200 North Congress Street Suite 100 | Jackson | MS | 39201 | 640466850 | $14,700 | A therapeutic day care for children who are homeless or from domestic violence situations. | 100 |
| MADCAAP | |||||||
| PO Box 217 | Canton | MS | 39046 | 640179803 | $7,500 | Building or repairing homes for poor or handicapped individuals and families in Madison county. | |
| NCADD | |||||||
| 873 Northpark Suite 600 | Ridgeland | MS | 39157 | 640350397 | $10,000 | To increase awareness about the devastating effects of alcoholism and drug dependency on the individual, the family and the community. Focus area are High School students 10th-12th grades. | |
| Tougaloo Family Life Center | |||||||
| 500 West Countyline Road | Tougaloo | MS | 39157 | 640303093 | $9,000 | To provide after school programs, mentoring initiatives, community service activities, wellness programs that will increase academic performance and reduce high risk unhealthy behaviors, dropping out, increase knowledge and awareness regarding violence, and behaviors that lead to heathier lifestyles choices. | |
| Young People's Project | |||||||
| 4612 Medgar Evers Boulevard | Jackson | MS | 39213 | 640939004 | $5,000 | Provides educational support for young people living in low-income housing. | |
| Mississippi Center for Justice | |||||||
| 5 Old River Place Suite 203 | Jackson | MS | 39202 | 134203234 | $10,000 | Provides financial literacy, fair credit options and quality loan products t | |
| Springboard to Opportunities | |||||||
| 3000 Old Canton Road Suite 470 | Jackson | MS | 39216 | 461917760 | $18,200 | Provides support to families living in low-income housing. | |
| Green and Healthy Homes Initiative | |||||||
| 32714 Hudson Street | Baltimore | MD | 21224 | 521786577 | $20,000 | Healthy Homes for Kids Project will help identify children who have been chronically absent from school due to asthma so that the environmental conditions within the home can be assessed and corrected, if needed, by installing smoke alarms, carbon monoxide detectors, HEPA vacuums and allergen-reducing mattresses. | |
| Rape Crisis Center - Catholic Charities | |||||||
| 200 North Congress Street Suite 100 | Jackson | MS | 39201 | 640466850 | $14,000 | The shelter provides a safe and well-protected environment for women and children escaping domestic violence. The facility houses 25-30 victims of abuse and is available for a 30-45 day period. Includes on site supportive counseling, parenting classes, case management, therapeutic day care, employment and permanent housing assistance. | 100 |
| Shelter for Battered Families - Catholic Charities | |||||||
| 200 North Congress Street Suite 100 | Jackson | MS | 39201 | 640466850 | $13,000 | The shelter provides a safe and well-protected environment for women and children escaping domestic violence. The facility houses 25-30 victims of abuse and is available for a 30-45 day period. Includes on site supportive counseling, parenting classes, case management, therapeutic day care, employment and permanent housing assistance. | 100 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | United Way of the Capital Area funds eligible community programs and initiatives through single and multi-year allocations. Programs that meet eligibility criteria may submit proposals to United Way during its annual request for proposals period, normally in the spring of each year. Programs must submit complete proposals on time in order to be considered. United Way volunteer committees review the proposals and make funding decisions based on criteria, including program costs, evidence of success, stability of the organization, and the program's fit with the United Way's framework. In special circumstances, United Way may make grant awards outside of the annual RFP process based on its own discretion. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | Carol J Burger | PersonNm |
| Title | Secretary/CEO | TitleTxt |
| Base Compensation Filing Org | $150,777 | 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 | $9,705 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $24,775 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $185,257 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 5 | During the year ended June 30, 2016, United Way of the Capital Area, Inc. (UWCA) discovered that two former employees had colluded to fraudulently divert certain assets of the United Way. As a result of this collusion, United Way determined that net assets and certain expenses had been misstated in prior years. The effect of this correction is noted as a prior period adjustment on the Statement of Activities for June 30, 2015. In addition, certain amounts in the 2015 financial statements have been reclassified as a result of this adjustment. The following steps have been taken to protect UWCA against future diversion of assets: 1) The finance staff no longer handle "live" checks. Copies of checks are used to record campaign receipts as well as miscellaneous cash receipts. 2) A staff member outside of finance now makes up deposits slips with the "live" checks, copies each check for processing, and takes the deposits to the bank. 3) Staff picking up mail are now rotated on a regular basis. 4) UWCA has implemented Positive Pay with Regions Bank which provides access to bank statements online along with balance information, etc. and also allows for submission to Regions the checks that are written each day. If any check is not found on the "outstanding checks" list, it WILL NOT be cashed by the bank. 5) With the addition of a clerical position in finance, UWCA is adequately staffed and has proper division of duties. For example the staff person that processes accounts payable will not have access to UWCA checks nor will they be able to print checks. One staff member will process account payable and another will print the checks, a third staff member will handle the printed checks (stuff envelopes and mail them) and a fourth staff member will reconcile the bank statements. 6) A Board of Trustee member must now sign all checks, along with our President and CEO. A member of the finance staff no longer has authorization to sign checks. 7) The two final control steps that will be implemented is a (1) periodic review of the approved vendor list by taking a sample of vendors on a rotating basis to review payment activity for the prior period; and (2) a monthly review of the budget to actual variance analysis, for all internal programs. Insurance proceeds received as a result of the diversion of assets will be used to replace the funds that were diverted from the IRS VITA program, and the Imagination Library program. |
| Form 990, Part VI, Section B, line 11 | The Organization is provided a draft of Form 990 from the accountant. The Audit Committee reviews and discusses the draft and a copy is given to each member of the board. Any questions brought up by the Audit Committee or board members are answered/cleared by the accountant prior to the filing of Form 990. |
| Form 990, Part VI, Section B, line 12c | The conflict of interest policy is given to all board members at the first meeting of his or her term (3 years). The policy is signed by each member only once during their term. If any conflicts arise during the year it is discussed and noted in the board minutes. |
| Form 990, Part VI, Section B, line 15 | The Board of Trustees review the officers compensation annually. Before any increases are approved, the board compares the officers compensation to other United Ways in the Southeast region. |
| Form 990, Part VI, Section C, line 19 | The Organization makes its governing documents, conflict of interst policy, and financial statements available to the public upon request. |
| Part XI, Line 2C - Committee Oversight of the Audited Financial Statements | The financial statements are prepared monthly, reviewed by an independent accountant and presented to the Board of Trustees. At the end of the fiscal year an audit is performed by an independent accounting firm. The auditor meets with the Board of Trustees making a full presentation at the completion of the audit for the year answering any of the Board's questions. The auditor works closely with the Board of Trustees during the year should any concerns arise. |
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