UNITED WAY OF NORTHWEST VERMONT INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF NORTHWEST VERMONT INC (EIN 03-0217229)
- Tax period
- 2015-04-01 to 2016-03-31
- Filed
- 2016-09-15
- IRS object ID
- 201642599349300204
- Schema version
- 2015v2.1
- 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 | 2016-09-15T05:42:49-07:00 | ReturnTs |
| Tax Period End | 2016-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tapia & Huckabay PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 38 | AddressLine1Txt |
| City | Vergennes | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05491 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030217229 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Way of Chittenden County Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 8028647541 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 412 Farrell Street | AddressLine1Txt |
| City | South Burlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 054034466 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA E MAKSYM | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8028647541 | PhoneNum |
| Signature | 2016-07-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM S HUCKABAY CPA | PreparerPersonNm |
| Phone | 8028707086 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARTHA E MAKSYM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 412 Farrell Street 200 | AddressLine1Txt |
| City | South Burlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 054034466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,636,172 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.unitedwaynwvt.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Activity Or Mission | Founded in 1942 and incorporated in 1971, United Way of Chittenden County (UWCC) advances the common good by creating opportunities for a better way of life for all, focusing on Education, Income and Health - the building blocks of a better quality of life. See Page 2 for additional information on UWCC's mission and activities. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 34 | TotalEmployeeCnt |
| Total Volunteers | 557 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $4,253,742 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,958,443 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $136,870 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $176,247 | CYProgramServiceRevenueAmt |
| PY Investment Income | $123,299 | PYInvestmentIncomeAmt |
| CY Investment Income | $96,859 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,513,911 | PYTotalRevenueAmt |
| CY Total Revenue | $4,231,549 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,628,957 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,548,819 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,437,204 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,452,183 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $607,097 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $623,885 | PYOtherExpensesAmt |
| CY Other Expenses | $643,358 | CYOtherExpensesAmt |
| PY Total Expenses | $4,690,046 | PYTotalExpensesAmt |
| CY Total Expenses | $4,644,360 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$176,135 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$412,811 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,208,716 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,569,400 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $815,325 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $768,451 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,393,391 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,800,949 | NetAssetsOrFundBalancesEOYAmt |
| Mission | UWCC fulfills its mission of "building a stronger Chittenden County by mobilizing | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,975,729 | ExpenseAmt |
| Grant | $1,975,729 | GrantAmt |
| Desc | COMMUNITY INVESTMENT: FOR MANY YEARS, UNITED WAY OF CHITTENDEN COUNTY FUNDED AGENCY PROGRAMS WHICH PROVIDED DIRECT SERVICES TO COMMUNITY MEMBERS WHO NEEDED THEM. HOWEVER, A NEW MODEL FOR DETERMINING WHICH PROGRAMS TO FUND WAS IMPLEMENTED IN 2007. FUNDING DECISIONS ARE NOW BASED ON A SET OF TARGET OUTCOMES WHICH WERE IDENTIFIED THROUGH A COMPREHENSIVE COMMUNITY PARTICIPATION PROCESS. WORKING IN THREE "IMPACT AREAS," EDUCATION, INCOME, AND HEALTH, COMMUNITY VOLUNTEERS REVIEW APPLICATIONS FOR SUPPORT AND RECOMMEND SPECIFIC AMOUNTS OF PROGRAM FUNDING BASED ON CRITERIA THAT INCLUDE ALIGNMENT WITH DESIRED OUTCOMES, PROGRAM QUALITY, PROGRAM OUTCOMES AND THE IMPACT OF OUR FUNDING. WE ASK HOW MUCH EACH PROGRAM IS DOING, HOW WELL THE WORK IS BEING DONE, AND IS ANYONE BETTER OFF AS A RESULT OF PARTICIPATING IN THE PROGRAM. AS A MEANS TO ACHIEVE THE IMPACT WE WANT TO SEE IN OUR COMMUNITY, UNITED WAY CONDUCTS AN ANNUAL FUNDRAISING CAMPAIGN (OVER $3,250,000 RAISED IN 2015) WHICH INCLUDES WORKPLACE CAMPAIGNS AND INDIVIDUAL SOLICITATION. THE ABILITY TO MAKE INVESTMENTS FOR COMMUNITY IMPACT IS DEPENDENT UPON THE SUCCESS OF THAT COMMUNITY CAMPAIGN EACH YEAR. TO ADD VALUE TO THE FINANCIAL INVESTMENT, PROGRAM STAFF PROVIDES TECHNICAL ASSISTANCE ON HOW TO MEASURE AND REPORT PROGRAM SUCCESSES, HOW TO SHARE BEST PRACTICES AND RESOURCES, AND HOW TO AVOID REDUNDANCIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $573,090 | ExpenseAmt |
| Grant | $573,090 | GrantAmt |
| Desc | DONOR DESIGNATION PASS-THROUGHS: IN OUR ANNUAL COMMUNITY FUNDRAISING CAMPAIGN, AND TRUE TO OUR MISSION TO MOBILIZE THE COMMUNITY TO IMPROVE PEOPLE'S LIVES, WE PROVIDE THE OPPORTUNITY FOR DONORS TO DESIGNATE THEIR GIFTS TO OTHER NONPROFIT ORGANIZATIONS INCLUDING UNITED WAYS WITHIN THE STATE AND NATIONALLY. AS A COURTESY TO OUR DONORS, WE PROCESSED THOSE DONOR DESIGNATIONS WITHOUT ASSESSING A FEE OR KEEPING A PERCENTAGE. HOWEVER, ALL AGENCIES RECEIVING DONOR DESIGNATIONS MUST ANNUALLY VERIFY COMPL | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,190,035 | ExpenseAmt |
| Revenue | $176,247 | RevenueAmt |
| Desc | EFFECTIVE APRIL 1, 2016, UNITED WAY OF CHITTENDEN COUNTY (UWCC) MERGED FRANKLIN-GRAND ISLE UNITED WAY, INC. INTO UWCC THEN OFFICIALLY CHANGED ITS NAME TO UNITED WAY OF NORTHWEST VERMONT, INC. DUE TO THE EXPANDED GEOGRAPHIC AREA NOW SERVED. THE FOLLOWING NARRATIVE REFLECTS THE WORK DONE BY UNITED WAY OF CHITTENDEN COUNTY, INC. DURING ITS FY 2016 YEAR WHICH ENDED MARCH 31, 2016. FOR ANY REFERENCES TO INFORMATION THAT CAN BE FOUND ON OUR WEBSITE, OUR WEB ADDRESS, WHICH HAS BEEN UPDATED TO REFLECT O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,738,854 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 34 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Susan Pelkey Smith | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8028647541 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 412 Farrell Street Suite 200 | AddressLine1Txt |
| City | South Burlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05403 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| MARTHA E MAKSYM | ||||||
| Executive Director | 40.00 | Yes (X) | $96,325 | $0 | $16,141 | |
| SUSAN PELKEY SMITH | ||||||
| Director of Fin. & Operations | 40.00 | Yes (X) | $70,008 | $0 | $21,216 | |
| MICHAEL SEAVER | ||||||
| President | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TAMMY JOHNSON | ||||||
| Vice-President | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOSEPH A GAIDA | ||||||
| Treasurer | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JEFFREY J MCMAHAN | ||||||
| Secretary | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RONALD BOUCHER | ||||||
| Director | 2.00 | $0 | $0 | $0 | Yes (X) | |
| PATRICK BROWN | ||||||
| Director | 2.00 | $0 | $0 | $0 | Yes (X) | |
| EDWARD CASTLE | ||||||
| Director | 2.00 | $0 | $0 | $0 | Yes (X) | |
| JAMES COHEN | ||||||
| Director | 2.00 | $0 | $0 | $0 | Yes (X) | |
| ROBERT DIPALMA | ||||||
| Director | 2.00 | $0 | $0 | $0 | Yes (X) | |
| KEVIN GALLAGHER | ||||||
| Director | 2.00 | $0 | $0 | $0 | Yes (X) | |
| BROOKE GILLMAN | ||||||
| Director | 2.00 | $0 | $0 | $0 | Yes (X) | |
| TRACI GRIFFITH | ||||||
| Director | 2.00 | $0 | $0 | $0 | Yes (X) | |
| MICHELL LANGLAIS | ||||||
| Director | 2 | Yes (X) | ||||
| SUSAN LEONARD | ||||||
| Director | 2 | Yes (X) | ||||
| AMIT LODHA | ||||||
| Director | 2 | Yes (X) | ||||
| CHRIS LYON | ||||||
| Director | 2 | Yes (X) | ||||
| PAMELA MACKENZIE | ||||||
| Director | 2 | Yes (X) | ||||
| OWEN MILNE | ||||||
| Director | 2 | Yes (X) | ||||
| RUBI SIMON | ||||||
| Director | 2 | Yes (X) | ||||
| JOSEPH SPEIDEL | ||||||
| Director | 2 | Yes (X) | ||||
| LINDA TARR-WHELAN | ||||||
| Director | 2 | Yes (X) | ||||
| REBECCA TOWNE | ||||||
| Director | 2 | Yes (X) | ||||
| EILEEN WHALEN | ||||||
| Director | 2 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $166,333 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $37,357 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $9,000 | FederatedCampaignsAmt |
| Government Grants | $254,872 | GovernmentGrantsAmt |
| All Other Contributions | $3,694,571 | AllOtherContributionsAmt |
| Noncash Contributions | $153,074 | NoncashContributionsAmt |
| Total Contributions | $3,958,443 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Consulting & Other Prog. Svc. Rev. | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $176,247 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $176,247 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,144 | TotalRevenueColumnAmt |
| Exclusion | $67,144 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $434,338 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $404,623 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,715 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,715 | TotalRevenueColumnAmt |
| Exclusion | $29,715 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,231,549 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $176,247 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $96,859 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,548,819 | TotalAmt |
| Program Services | $2,548,819 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,909 | TotalAmt |
| Program Services | $75,550 | ProgramServicesAmt |
| Management And General | $84,203 | ManagementAndGeneralAmt |
| Fundraising | $48,156 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $965,802 | TotalAmt |
| Program Services | $598,749 | ProgramServicesAmt |
| Management And General | $65,237 | ManagementAndGeneralAmt |
| Fundraising | $301,816 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,282 | TotalAmt |
| Program Services | $30,894 | ProgramServicesAmt |
| Management And General | $2,882 | ManagementAndGeneralAmt |
| Fundraising | $15,506 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,168 | TotalAmt |
| Program Services | $89,581 | ProgramServicesAmt |
| Management And General | $10,878 | ManagementAndGeneralAmt |
| Fundraising | $45,709 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,022 | TotalAmt |
| Program Services | $48,193 | ProgramServicesAmt |
| Management And General | $9,896 | ManagementAndGeneralAmt |
| Fundraising | $24,933 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,930 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $7,930 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,200 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $11,200 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,245 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $14,245 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,302 | TotalAmt |
| Program Services | $111,969 | ProgramServicesAmt |
| Management And General | $35,765 | ManagementAndGeneralAmt |
| Fundraising | $51,568 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,220 | TotalAmt |
| Program Services | $40,146 | ProgramServicesAmt |
| Management And General | $10,533 | ManagementAndGeneralAmt |
| Fundraising | $31,541 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,832 | TotalAmt |
| Program Services | $10,047 | ProgramServicesAmt |
| Management And General | $4,875 | ManagementAndGeneralAmt |
| Fundraising | $4,910 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,052 | TotalAmt |
| Program Services | $10,477 | ProgramServicesAmt |
| Management And General | $3,340 | ManagementAndGeneralAmt |
| Fundraising | $2,235 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,707 | TotalAmt |
| Program Services | $22,652 | ProgramServicesAmt |
| Management And General | $7,222 | ManagementAndGeneralAmt |
| Fundraising | $4,833 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,471 | TotalAmt |
| Program Services | $21,733 | ProgramServicesAmt |
| Management And General | $4,459 | ManagementAndGeneralAmt |
| Fundraising | $11,279 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,878 | TotalAmt |
| Program Services | $16,327 | ProgramServicesAmt |
| Management And General | $10,785 | ManagementAndGeneralAmt |
| Fundraising | $12,766 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,464 | TotalAmt |
| Program Services | $7,130 | ProgramServicesAmt |
| Management And General | $5,016 | ManagementAndGeneralAmt |
| Fundraising | $5,318 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Volunteer expenses | $27,996 | $27,996 | $0 | $0 |
| Public relations & printing | $53,600 | $11,847 | $2,893 | $38,860 |
| Stipends | $62,395 | $62,395 | $0 | $0 |
| Miscellaneous | $19,066 | $4,349 | $7,050 | $7,667 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,644,360 | TotalAmt |
| Program Services | $3,738,854 | ProgramServicesAmt |
| Management And General | $298,409 | ManagementAndGeneralAmt |
| Fundraising | $607,097 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $316,671 | BOYAmt |
| EOY | $283,106 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $714,255 | BOYAmt |
| EOY | $544,906 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,775,806 | BOYAmt |
| EOY | $1,537,288 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,248 | BOYAmt |
| EOY | $82,377 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,001,004 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $378,830 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $656,313 | BOYAmt |
| EOY | $622,174 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,636,455 | BOYAmt |
| EOY | $2,461,318 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,968 | BOYAmt |
| EOY | $38,231 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,208,716 | BOYAmt |
| EOY | $5,569,400 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,455 | BOYAmt |
| EOY | $218,762 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,950 | BOYAmt |
| EOY | $23,980 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $637,920 | BOYAmt |
| EOY | $525,709 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $815,325 | BOYAmt |
| EOY | $768,451 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,198,098 | BOYAmt |
| EOY | $995,276 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,838,691 | BOYAmt |
| EOY | $3,412,751 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,602 | BOYAmt |
| EOY | $392,922 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,393,391 | BOYAmt |
| EOY | $4,800,949 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,208,716 | BOYAmt |
| EOY | $5,569,400 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$412,811 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$175,894 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$3,737 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $4,330,498 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,225,246 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,188,070 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,253,742 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,958,443 | CurrentTaxYearAmt |
| Total | $20,955,999 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,330,498 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,225,246 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,188,070 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,253,742 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,958,443 | CurrentTaxYearAmt |
| Total | $20,955,999 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $20,955,999 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,776 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,677 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $60,796 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $67,144 | CurrentTaxYearAmt |
| Total | $292,819 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,320 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,937 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,294 | CurrentTaxYearMinus2YearsAmt |
| Total | $97,551 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $21,346,369 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $680,032 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98170 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98040 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt II Ln 10 | FormAndLineReferenceDesc |
| Explanation | Other Income Part II, Line 10 Description: Miscellaneous Income 2011: 15805. 2012: 7558. 2013: 5789. 2014: 0. Description: Annual Dinner 2011: 28515. 2012: 21379. 2013: 18505. 2014: 0. | ExplanationTxt |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $454,454 | BeginningYearBalanceAmt |
| Contributions | $40,057 | ContributionsAmt |
| Investment Earnings Or Losses | -$15,307 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $23,000 | OtherExpendituresAmt |
| Administrative Expenses | $2,455 | AdministrativeExpensesAmt |
| End Year Balance | $453,749 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $462,393 | BeginningYearBalanceAmt |
| Contributions | $1,400 | ContributionsAmt |
| Investment Earnings Or Losses | $14,541 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $21,300 | OtherExpendituresAmt |
| Administrative Expenses | $2,580 | AdministrativeExpensesAmt |
| End Year Balance | $454,454 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $437,221 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $47,183 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $19,000 | OtherExpendituresAmt |
| Administrative Expenses | $3,011 | AdministrativeExpensesAmt |
| End Year Balance | $462,393 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $400,560 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $39,479 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $2,818 | AdministrativeExpensesAmt |
| End Year Balance | $437,221 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $375,890 | BeginningYearBalanceAmt |
| Contributions | $2,000 | ContributionsAmt |
| Investment Earnings Or Losses | $25,396 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $2,726 | AdministrativeExpensesAmt |
| End Year Balance | $400,560 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.78000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $867,095 | OtherCostOrOtherBasisAmt |
| Depreciation | $261,505 | DepreciationAmt |
| Book Value | $605,590 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $133,909 | OtherCostOrOtherBasisAmt |
| Depreciation | $117,325 | DepreciationAmt |
| Book Value | $16,584 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $622,174 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Allocations & designations payable | Desc |
| Amt | $525,709 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $525,709 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,511,431 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$175,894 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $46,848 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$3,737 | OtherRevenueAmt |
| Revenue Not Reported | -$132,783 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,644,214 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $14,245 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $573,090 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $587,335 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,231,549 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,103,873 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $46,848 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $46,848 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,057,025 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $14,245 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $573,090 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $587,335 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,644,360 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt V, Line 4 | Earnings from the Organization's endowment funds are available to operations at the discretion of the Board of Directors. |
| Pt X, Line 2 | "The Organization believes it has appropriate support for any tax positions taken and, as such, does not have any "uncertain tax positions" that are material to the financial statements." |
| Pt XI, Line 2d | Change in beneficial interest in assets held by others. |
| Pt XI, Line 4b | Donor designations netted on the audited financial statements. |
| Pt XII, Line 4b | See above. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (39 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| American Cancer Society | |||||||
| 55 Day Lane | Williston | VT | 05495 | 237040934 | 501(c)(3) | $9,494 | Program/DD |
| American Red Cross of Vermont | |||||||
| 29 Mansfield Avenue | Burlington | VT | 05401 | 530196605 | 501(c)(3) | $6,820 | Program/DD |
| Assoc of Africans Living in VT | |||||||
| 139 Elmwood Avenue | Burlington | VT | 05401 | 030371003 | 501(c)(3) | $20,000 | Prog/DD/Strat Initiative |
| Boys & Girls Club of Burlington | |||||||
| 62 Oak Street | Burlington | VT | 05401 | 030179307 | 501(c)(3) | $98,637 | Program/DD |
| Burlington Children's Sp Inc | |||||||
| 241 No Winooski Ave | Burlington | VT | 05401 | 222533646 | 501(c)(3) | $45,373 | Program/DD |
| Champlain Community Services Inc | |||||||
| 512 Troy Avenue 1 | Colchester | VT | 05446 | 036015899 | 501(c)(3) | $45,000 | Program/DD |
| Champlain Senior Center | |||||||
| 241 No Winooski Ave | Burlington | VT | 05401 | 237056383 | 501(c)(3) | $19,140 | Program/DD |
| Champlain Valley Agency on Aging | |||||||
| 76 Pearl Street 201 | Essex Jct | VT | 05452 | 022474636 | 501(c)(3) | $65,686 | Program/DD |
| Champlain Valley OEO | |||||||
| 225 South Champlain St Suite 9 | Burlington | VT | 05401 | 030216837 | 501(c)(3) | $137,785 | Program/DD |
| Child Care Resources | |||||||
| 181 Commerece Street | Williston | VT | 05495 | 030301330 | 501(c)(3) | $17,780 | Program/DD |
| Committee on Temporary Shelter | |||||||
| 179 So Winooski Ave | Burlington | VT | 05401 | 030285303 | 501(c)(3) | $131,263 | Program/DD |
| Community Health Centers of Vermont | |||||||
| 617 Riverside Ave | Burlington | VT | 05401 | 237182584 | 501(c)(3) | $60,000 | Program/DD/Strategic Initiative |
| Dismas of Vermont Inc | |||||||
| 194 Old Country Road | Weston | VT | 05161 | 237376100 | 501(c)(3) | $34,500 | Program/DD |
| The Dream Program | |||||||
| 87 Elm Street | Winooski | VT | 05404 | 260030908 | 501(c)(3) | $17,577 | Program/DD |
| Essex Meals on Wheels | |||||||
| PO Box 8442 | Essex | VT | 05451 | 237357298 | 501(c)(3) | $5,775 | Program/DD |
| FranklinGrand Isle United Way | |||||||
| 48 Lower Newton Street | St Albans | VT | 05478 | 030273929 | 501(c)(3) | $42,761 | Donor Designation |
| Greater Burlington YMCA | |||||||
| 266 College Street | Burlington | VT | 05401 | 030185810 | 501(c)(3) | $69,026 | Program/DD |
| Green Mountain United Way | |||||||
| 963 Paine Turnpike No 2 | Montpelier | VT | 05602 | 030261384 | 501(c)(3) | $33,135 | Donor Designation |
| The Heineberg Senior Center | |||||||
| 14 Heineberg Road | Burlington | VT | 05408 | 030224108 | 501(c)(3) | $18,140 | Program/DD |
| HomeShare Vermont | |||||||
| 412 Farrell Street 300 | So Burlington | VT | 05403 | 134287957 | 501(c)(3) | $35,465 | Program/DD |
| HowardCenter | |||||||
| 208 Flynn Avenue 3J | Burlington | VT | 05401 | 030179433 | 501(c)(3) | $329,108 | Program/DD/Strategic Initiative |
| KidSafe Collaborative | |||||||
| 308 Pine Street | Burlington | VT | 05401 | 030303867 | 501(c)(3) | $25,059 | Program/DD |
| King Street Center | |||||||
| 87 King Street | Burlington | VT | 05401 | 023726312 | 501(c)(3) | $89,566 | Program/DD |
| Lund Family Center | |||||||
| PO Box 4009 | Burlington | VT | 05406 | 030179434 | 501(c)(3) | $109,194 | Program/DD |
| Make-A-Wish Vermont | |||||||
| 431 Pine Street 214 | Burlington | VT | 05401 | 030323013 | 501(c)(3) | $9,910 | Program/DD |
| Milton Family Community Center | |||||||
| PO Box 619 | Milton | VT | 05468 | 030309155 | 501(c)(3) | $37,732 | Program/DD |
| Prevent Child Abuse - VT | |||||||
| 94 Main Street 3rd Floor | Montpelier | VT | 05601 | 030267183 | 501(c)(3) | $18,614 | Program/DD |
| Sara Holbrook Community Center | |||||||
| 66 North Avenue | Burlington | VT | 05401 | 030179595 | 501(c)(3) | $106,956 | Program/DD |
| Spectrum Youth & Family Services | |||||||
| 31 Elmwood Avenue | Burlington | VT | 05401 | 030253232 | 501(c)(3) | $118,126 | Program/DD |
| Spring Hill Horse Rescue | |||||||
| 175 Middle Road | North Clarendon | VT | 05759 | 020537086 | 501(c)(3) | $5,371 | Program/DD |
| United Way of Addison County | |||||||
| 2 Court Street | Middlebury | VT | 05753 | 030221018 | 501(c)(3) | $32,206 | Donor Designation |
| United Way of Lamoille County | |||||||
| 20 Morrisville Plaza B | Morrisville | VT | 05661 | 222774485 | 501(c)(3) | $12,884 | Donor Designation |
| United Way of Rutland County | |||||||
| 6 Church Street | Rutland | VT | 05701 | 036000224 | 501(c)(3) | $47,940 | Donor Designation |
| United Way of Windham County | |||||||
| PO Box 617 | Brattleboro | VT | 05302 | 036003074 | 501(c)(3) | $7,180 | Donor Designation |
| Vermont Works for Women | |||||||
| 32 Malletts Bay Avenue | Winooski | VT | 05404 | 222894557 | 501(c)(3) | $53,283 | Program/DD |
| Visiting Nurse Association | |||||||
| 1110 Prim Road | Colchester | VT | 05446 | 222586282 | 501(c)(3) | $225,173 | Program/DD |
| Women Helping Battered Women | |||||||
| 279 No Winooski Ave | Burlington | VT | 05401 | 030283657 | 501(c)(3) | $120,041 | Program/DD |
| United Ways of Vermont | |||||||
| PO Box 111 | Essex Junction | VT | 05453 | 300192082 | 501(c)(3) | $54,113 | Op. Support |
| Vermont CARES Inc | |||||||
| PO Box 5248 | Burlington | VT | 05402 | 030307864 | 501(c)(3) | $6,552 | Program/DD |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 39 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt I Line 2 | Program operating costs are restricted grants made to an agency in support of the costs associated with a specific program that it operates. At the start of a three-year cycle, agencies apply for funding for specific programs under the following impact areas: Education, Income (financial stability) and Health. In a thorough explanation of how they plan to use current year's program funding (and how they used the prior year's award), the applicant must provide specific performance measures in three areas: 1) outputs of the program (e.g. number of people served, number of hours provided, anything that is meaningful to describe the scope of their work), 2) any external measures of program quality (i.e. licensure, accreditation, oversight, etc.) and 3) data on program outcomes (i.e. how much was done, how well was it done, and is anyone better off). |
| Pt I Line 2 | In addition, applicants for funding provide a complete set of current financial statements which are reviewed. |
| Pt I Line 2 | Applications received at the start of the three-year funding cycle are reviewed by the volunteer Community Impact Team. In years two and three of the cycle, agencies with funded programs report annually on the programs. Annually the Community Impact Team reviews the application and/or reports and rates the applications on specific criteria, and then recommends the amount of funding that each program will receive. The scores are shared with funding applicants along with suggestions for improvement or changes. |
| Pt I Line 2 | Funding recommendations made by the Community Impact Teams are reviewed by a volunteer oversight Community Investment Committee that looks at the entire portfolio of program investment recommendations before furthering the recommmedations on to the United Way of Chittenden County Board of Directors for final approval. |
| Pt I Line 2 | Midway during the fiscal year, the Community Impact Team also makes monitoring site visits and/or reviews reports from the funded programs and asks a standard set of questions on how the money is being spent, how things are progressing, whether or not there are program changes, etc. In addition, throughout the year, program providers partner with United Way in community change initiatives, agency forums, affinity groups where programs work toward the same target outcome, as volunteers on committees and as providers of volunteer opportunities. The relationship between funded agencies and United Way of Chittenden County is much different from the typical grant fund recipient with grant funder. |
| Pt I Line 2 | An annual report of how the program funds are used and the effectiveness of the program in meeting target outcomes is part of the application for funding the next year. |
| Pt I Line 2 | Donor Designated Gifts for General Support are unrestricted contributions made to an agency at the direction of the donor(s) in support of its general operating costs. Agencies receiving donor designations must annually verify compliance with provisions of the USA Patriot Act and verify they are an agency in good standing as an IRC Section 501(c)(3) nonprofit organization. United Way of Chittenden County has no oversight of those funds. |
| Other | Part IV - United Way of Chittenden County states the following on our pledge form with regard to donor designated gifts: "This gift option bypasses review and follow-up measurement by the Community Volunteer Impact Teams and all fiscal and program oversight." |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 36 | ContributionCnt |
| Noncash Contributions Rpt F990 | $153,074 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Average Share Price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | A draft of From 990 is reviewed and approved first by the Organization's Audit Committee and then by the full Board prior to filing. |
| Pt VI, Line 12c | The Code of Ethics and Conflict of Interest Policy is reviewed each July by both the Board and the staff. Each Board member and staff person must complete a disclosure form 1) certifying that they understand and agree with the policies and 2) disclosing any known conflicts of interest. Board members and staff also agree to disclose any potential conflicts should they arise during the year. New staff or Board members who join the Organization during the year are required to complete the disclosure form as part of their orientation. |
| Pt VI, Line 15a | In its annual determination of compensation of the Organization's Executive Director and other key employees, United Way of Chittenden County compares compensation rates and benefit plans to local and regional compensation information. Individual salaries are compared to salary ranges for similar positions with data provided by United Way Worldwide ("UWW"). The data provides stratified information by geographic region with minimum, midpoint and maximum compensation levels for various positions. In order to maintain a compensation/benefit plan that is competitive in the local job market, UWCC strives to maintain a compensation/benefit plan near the midpoint of comparative survey information. UWCC's Finance and Operations Committee reviews and approves the annual budget - which includes compensation and benefits - with final approval by the full Board. |
| Pt VI, Line 15b | See above description for Part VI, Line 15a. |
| Pt VI, Line 19 | The Organization makes its governing documents, Conflict of Interest Policy, and financial statements available either on its website or upon request. |
| Pt XI | Line 9 - Change in beneficial interest in assets held by others. |
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