2016-05-12T14:19:15-05:00 2015-12-31 410746749 CLIFTONLARSONALLEN LLP 2301 VILLAGE DRIVE ST JOSEPH MO 64506 990 2015-01-01 440547802 UNITED WAY OF GREATER ST JOSEPH UNIT 8163642381 PO BOX 188 ST JOSEPH MO 64502 ROBERT PRITCHETT TREASURER 8163642381 2016-05-12 1 CARLA R LACKEY CPA P00138993 8162328441 2015 2016-09-27 15:27:22Z KYLEE STROUGH PO BOX 188 ST JOSEPH MO 64502 3318367 0 X WWW.STJOSEPHUNITEDWAY.ORG X 1916 MO TO IMPROVE LIVES THROUGH THE CARING POWER OF COMMUNITY. 32 32 12 640 0 0 3057625 2974163 60738 62557 311542 206241 71928 60858 3501833 3303819 2348139 2337308 0 0 419601 412744 0 0 144261 303505 312634 3071245 3062686 430588 241133 10347824 10379223 2590359 2615839 7757465 7763384 X THE MISSION OF THE UNITED WAY OF GREATER ST. JOSEPH IS TO IMPROVE LIVES THROUGH THE CARING POWER OF COMMUNITY. 0 0 2376692 2333419 18389 ALLOCATED SERVICESUNITED WAY FUNDING PRIMARILY SUPPORTS THE DIRECT CLIENT SERVICES RELATED TO EDUCATION, FINANCIAL STABILITY, AND HEALTH THAT ARE DELIVERED THROUGH UNITED WAY'S LOCAL 18 PARTNER AGENCIES. AMONG THE ACHIEVEMENTS IN 2015 WERE:EDUCATION: UNITED WAY OF GREATER ST. JOSEPH WORKS TO HELP PEOPLE OF ALL AGES REACH THEIR POTENTIAL THROUGH A VARIETY OF EDUCATIONAL PURSUITS THAT WILL, IN TURN, STRENGTHEN OUR COMMUNITY. QUALITY EARLY LEARNING, YOUTH EDUCATION IN AND OUT OF THE CLASSROOM, AND OTHER INSTRUCTION FOR LIFE-LONG LEARNING ARE JUST A FEW WAYS UNITED WAY SUPPORTS EDUCATION.-75 TEEN MOTHERS REMAINED IN SCHOOL OR AN ALTERNATIVE EDUCATIONAL PROGRAM THROUGHOUT PREGNANCY AND AFTER DELIVERY.-165 CHILDREN WITH A DISABILITY OR SPECIAL NEED AND THEIR FAMILIES RECEIVED EARLY INTERVENTION SERVICES THAT HELPED THE CHILDREN WORK TOWARD IMPORTANT DEVELOPMENTAL MILESTONES.FINANCIAL STABILITY: STABLE HOUSEHOLD FINANCES ARE IMPORTANT FOR DAILY LIVING, WHICH IS WHY UNITED WAY OF GREATER ST. JOSEPH ALSO FOCUSES ON FINANCIAL STABILITY. UNITED WAY SUPPORTS EFFORTS FOR FAMILIES AND INDIVIDUALS IN CRISIS. SUCH EFFORTS INCLUDE FOOD, DISASTER RELIEF, INFORMATION AND REFERRAL, AND SHELTER SERVICES RELATED TO HOMELESSNESS OR DOMESTIC VIOLENCE. UNITED WAY IS ALSO WORKING TO PREVENT FINANCIAL SITUATIONS FOR BECOMING PROBLEMS IN THE FIRST PLACE.-105 ADULTS WITH DISABILITIES HELD JOBS THROUGH SHELTERED AND SUPPORTED EMPLOYMENT.-11,310 REFERRALS WERE MADE TO FAMILIES SEEKING ASSISTANCE THROUGH THE LOCAL INFORMATION RESOURCE AND REFERRAL HOTLINE. HEALTH: IN THE GREATER ST. JOSEPH AREA, YOUR CONTRIBUTIONS HELP PEOPLE OF ALL AGES IMPROVE THEIR PHYSICAL AND MENTAL WELL-BEING. HEALTH IS PROMOTED THROUGH FITNESS AND WELLNESS ACTIVITIES, NUTRITION AND IN-HOME SERVICES, COUNSELING, AND OTHER IMPORTANT PROGRAMS. GOOD HEALTH IS CRUCIAL FOR EVERYONE. -$21,100,511 IN UNCOMPENSATED MEDICAL CARE WAS PROVIDED TO BUCHANAN COUNTY CHILDREN.-624 WOMEN RECEIVED MAMMOGRAMS OR WERE EDUCATED ABOUT GOOD BREAST HEALTH PRACTICES.UNITED WAY IMPACT GRANT RECIPIENTS ARE AWARDED GRANTS FOR UP TO $10,000 FOR LOCAL, EDUCATION, HEALTH-RELATED, OR FINANCIAL STABILITY PROGRAMS OR PROJECTS. 2015 RECIPIENTS WERE: SECOND HARVEST'S BACKPACK BUDDIES PROGRAM AND SOCIAL WELFARE BOARD'S DIABETES MANAGEMENT INITIATIVE. IN 2015, REPRESENTATIVES FROM NON-PROFITS, CHURCHES, UTILITY COMPANIES, AND GOVERNMENT AGENCIES AS WELL AS COMMUNITY MEMBERS COLLABORATED TO HELP CLIENTS WITH NEEDS FOR WHICH THERE ARE FEW OR NO RESOURCES. THROUGH THE WORK OF UNITED WAY UNMET NEEDS, AREA PEOPLE WERE CONNECTED TO RESOURCES TO HELP THEM GAIN AND MAINTAIN STABILITY. 287307 3889 44168 I. UNITED WAY FINANCIAL STABILITY- PROVIDING OPPORTUNITIES FOR INDIVIDUALS AND FAMILIES TO BECOME FINANCIALLY SELF-SUFFICIENT.THROUGH THE UNITED WAY FINANCIAL STABILITY INITIATIVE, COMMUNITY LEADERS FROM ALL SECTORS COLLABORATE TO FOCUS ON: 1) PROVIDING FINANCIAL EDUCATION OPPORTUNITIES; 2) INCREASING THE USE OF FREE TAX PREPARATION SERVICES AND PROMOTING THE EARNED INCOME TAX CREDIT; AND 3) ADVOCATING FOR LOCAL, STATE AND FEDERAL POLICY CHANGE TO HELP PREVENT POVERTY AND TO HELP PEOPLE MOVE OUT OF POVERTY. THE UNITED WAY FINANCIAL STABILITY INITIATIVE PROMOTED FREE TAX PREPARATION SERVICES OFFERED BY UNITED WAY PARTNER AGENCY INTERSERV. DURING THE 2015 TAX SEASON, MORE THAN 1,500 INDIVIDUALS RECEIVED TAX ASSISTANCE THROUGH UNITED WAY PARTNER AGENCIES. PREPARERS FILED 206 EARNED INCOME TAX CREDIT RETURNS FOR A TOTAL OF $134,381, PLUS OVER $1.2 MILLION WERE RECEIVED LOCALLY THROUGH TAX REFUNDS. FREE TAX PREPARATION SERVICES HELP PEOPLE KEEP AND SAVE THEIR OWN MONEY. II. UNITED WAY LEADERSHIP ST. JOSEPH BUILDING THE SKILLS OF INDIVIDUALS TO BE EFFECTIVE LEADERS IN THE COMMUNITY. UNITED WAY LEADERSHIP ST. JOSEPH IS AN ANNUAL, YEAR-LONG LEADERSHIP DEVELOPMENT PROGRAM FOR ADULTS LIVING OR WORKING IN THE ST. JOSEPH AREA. THE PROGRAM HELPS CREATE A NETWORK OF TRAINED INDIVIDUALS WILLING TO ENGAGE IN LEADERSHIP AND COMMUNITY SERVICE WITH ENHANCED KNOWLEDGE OF OUR COMMUNITY'S OPPORTUNITIES, REALITIES, AND CHALLENGES. IN 2015, 25 COMMUNITY MEMBERS COMPLETED THE PROGRAM, BRINGING THE TOTAL NUMBER OF PROGRAM GRADUATES TO 800 SINCE 1982. DURING THE YEAR, PARTICIPANTS LEARNED AND PRACTICED PROJECT DEVELOPMENT RELATED TO ESSENTIAL LEADERSHIP SKILLS. THE CLASS WAS DIVIDED INTO FOUR GROUPS AND CHALLENGED TO LEARN THE PROCESS OF DEVELOPING A PROJECT THAT WOULD MEET A COMMUNITY NEED. THE CHALLENGE RESULTED IN THE FOLLOWING PROJECTS: A PROPOSAL TO GIVE CHILDREN WHO LIVE NEAR OR VISIT THE FELIX STREET SQUARE A PLAYGROUND; A PROJECT TO IDENTIFY POTENTIAL, FUTURE DOWNTOWN ST. JOSEPH REVITALIZATION PROJECTS THAT COULD INCLUDE THE ASSISTANCE OF STUDENTS IN THE MISSOURI WESTERN STATE UNIVERSITY'S GRIFFON EDGE FALL PROGRAM; A DRIVE TO COLLECT GENTLY USED OR NEW SPORTING EQUIPMENT FOR THE BENEFIT OF UNDERPRIVILEGED YOUTH; AND A MARKETING PLAN TO INCREASE AWARENESS OF BIG BROTHERS BIG SISTERS IN OUR COMMUNITY. THE 2015 DISTINGUISHED LEADER AWARD WAS PRESENTED TO CLASS OF 1994 ALUMNUS, TOM RICHMOND.III. UNITED WAY PROFIT IN EDUCATION- TO IMPROVE THE EDUCATION LEVEL OF THE POTENTIAL AND CURRENT WORKFORCE.UNITED WAY PROFIT IN EDUCATION WORKS TO CONTINUE INCREASING THE HIGH SCHOOL GRADUATION RATE BY COLLABORATING WITH AND SUPPORTING EDUCATION EFFORTS ACROSS THE COMMUNITY. IN 2015, THE UNITED WAY BEST (BUSINESS AND EDUCATION SUCCEED TOGETHER) PROGRAM SERVED OVER 60 STUDENTS, GRADES 7-12. BUSINESS PARTNERS WORKED WITH STUDENTS, HELPING THEM LEARN ABOUT LOCAL BUSINESSES, DIFFERENT JOBS AVAILABLE, REQUIRED TRAINING, AND EDUCATION. ALSO, UNITED WAY READING ADVENTURE WAS HELD DURING THE SCHOOL YEAR WITH SECOND GRADE CLASES AT TWO LOCAL ELEMENTARY SCHOOLS AND WAS HELD AT THREE SCHOOL-AGE CHILDCARE SITES DURING THE SUMMER. THE GOAL OF UNITED WAY READING ADVENTURE IS TO HELP ELEMENTARY AGE STUDENTS MAINTAIN AND IMPROVE THEIR READING SKILLS AND TO HELP BUILD THEIR HOME LIBRARIES THROUGH BOOKS. UNITED WAY PROFIT IN EDUCATION COMMITTEES ARE WORKING TO FURTHER THE IMPACT AND REACH OF THE STRATEGIC PLAN WITH A COMMITTEE FOCUSED ON CONNECTIN BUSINESS AND HUMAN RESOURCE EXPECTATIONS INTO THE CLASSROOM THROUGH A SPEAKERS' BUREAU OF BUSINESS VOLUNTEERS WILLING TO SPEAK WITH STUDENTS ABOUT CAREER FIELDS AND BUSINESS AND EMPLOYER EXPECTATIONS.IV. UNITED WAY SUCCESS BY 6- PREPARING CHILDREN TO BE SUCCESSFUL LEARNERS WHEN THEY BEGIN KINDERGARTEN.UNITED WAY SUCCESS BY 6 FOSTERS AND PARTICIPATES IN COMMUNITY-WIDE PARTNERSHIPS TO PREPARE YOUNG CHILDREN FOR SUCCESS IN SCHOOL AND LIFE. THE INITIATIVE AIMS TO STRENGTHEN THE SYSTEMS THAT NURTURE OUR COMMUNITY'S YOUNGEST MEMBERS BY WORKING WITH PARENTS, CHILDCARE PROVIDERS, EARLY EDUCATION TEACHERS, AND LOCAL BUSINESSES. UNITED WAY SUCCESS BY 6 HOSTED A VARIETY OF PARENT-CENTERED ACTIVITIES IN 2015, INCLUDING THE OVERWHELMINGLY SUCCESSFUL EARLY LITERACY CELEBRATION HONORING DR. SEUSS; CLOSE TO 1,000 PEOPLE ENJOYED EARLY LEARNING ACTIVITIES, A SEUSSICAL BRUNCH, AND A FREE BOOK. RESOUCE KITS AIMED TO HELP PARENTS FACILITATE THEIR CHILD'S EARLY DEVELOPMENT WERE DISTRIBUTED TO 1,950 FAMILIES WITH NEWBORNS AND TO 850 FAMILIES WITH INCOMING KINDERGARTENERS. BECAUSE THE EDUCATION LEVEL OF EARLY EDUCATORS AND CHILDCARE PROVIDERS IS A KEY FACTOR IN THE QUALITY OF CARE PROVIDED TO YOUNG CHILDREN IN THEIR CHARGE, UNITED WAY SUCCESS BY 6 DELIVERED OVER 2,329 CLOCK HOURS OF TRAINING TO AREA CHILDCARE PROVIDERS AND EARLY EDUCATORS. IN ADDITION, UNITED WAY SUCCESS BY 6 AWARDED 14 SCHOLARSHIPS FOR AREA CHILDCARE PROVIDERS TO CONTINUE THEIR FORMAL EDUCATION.V. UNITED WAY VOLUNTEER CENTER- CONNECTING THE COMMUNITY THROUGH VOLUNTEERISM.THE UNITED WAY VOLUNTEER CENTER IS A CENTRAL RESOURCE FOR VOLUNTEER NEEDS ACROSS THE GREATER ST. JOSEPH AREA. INDIVIDUALS, GROUPS AND CORPORATIONS SEEKING VOLUNTEER OPPORTUNITIES CAN FIND A VARIETY OF OPTIONS CALLING FOR VARYING COMMITMENTS AVAILABLE AT MANY DIFFERENT NON-PROFIT ORGANIZATIONS. IN 2015, MONTHLY CVRN (COMMUNITY VOLUNTEER RESOURCE NETWORK) MEETINGS WERE ATTENDED BY 15 INDIVIDUALS WHO MANAGE VOLUNTEERS FOR THEIR NON-PROFIT ORGANIZATIONS. UNITED WAY IS BUILDING THE CAPACITY OF COMMUNITY VOLUNTEER COORDINATORS THROUGH THE GROUP. CVRN PROMOTES AND DEVELOPS EFFECTIVE VOLUNTEER MANAGEMENT PROGRAMS IN THE COMMUNITY AND ENHANCES THE KNOWLEDGE, SKILLS, AND CONNECTIONS AMONG MEMBERS. THE SEVENTH YEAR OF THE UNITED WAY STUFF THE BUS! SCHOOL SUPPLIES DRIVE BROUGHT TOGETHER HUNDREDS OF VOLUNTEERS WHO COLLECTED OVER 23,234 PACKAGES OF SCHOOL SUPPLY ITEMS FOR STUDENTS WHO NEEDED THEM. THE SECOND ANNUAL HOLIDAY VOLUNTEER GUIDE WAS CREATED TO CONNECT THOSE WANTING TO VOLUNTEER DURING THE HOLIDAY SEASON, AND THE AGENCIES WERE GRATEFUL FOR THE ADDITIONAL HELP. 73904 COMMUNICATIONSIT TAKES STRONG COMMUNITY SUPPORT TO PRODUCE THE LEVEL OF PROGRAM ACHIEVEMENTS (LISTED UNDER 4A), AND SUSTAINING THAT SUPPORT REQUIRES AN ACTIVE COMMUNICATIONS EFFORT. UNITED WAY LETS DONORS AND THE GENERAL PUBLIC KNOW ABOUT THE ORGANIZATION'S ACCOMPLISHMENTS THROUGH PRINTED MATERIALS INCLUDING; AN ANNUAL REPORT, E-NEWSLETTERS, WEB SITE, VIDEO PRODUCTIONS, MEDIA OUTREACH, AND SPECIAL EVENTS. 69293 GENERAL ACTIVITIES OF THE UNITED WAY, WHICH CONTRIBUTE TO BUILDING COMMUNITY COALITIONS AND SUPPORTING COMMUNITY PLANNING, ARE ACCOUNTED FOR IN THE COMMUNITY BUILDING PROGRAM. 69293 2807196 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 12 1 0 0 0 0 0 0 0 0 0 0 X 32 32 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MO X X KYLEE STROUGH 8163642381 118 S 5TH ST JOSEPH MO 64501 AUXIER RON BOARD MEMBER 1.00 X 0 0 0 BRADLEY DEBRA BOARD MEMBER 1.00 X 0 0 0 BRADLEY ERIC BOARD MEMBER 1.00 X 0 0 0 BRAX DAVID BOARD MEMBER 1.00 X 0 0 0 BYRD BEN BOARD MEMBER 1.00 X 0 0 0 CLINTON GEORGE BOARD MEMBER 1.00 X 0 0 0 CODER ELAINE BOARD MEMBER 1.00 X 0 0 0 DALSING MICHAEL BOARD MEMBER 1.00 X 0 0 0 EIMAN PATTI BOARD MEMBER 1.00 X 0 0 0 GADDIE JENNI BOARD MEMBER - LEFT JUNE 2015 1.00 X 0 0 0 GRAYSON JASON BOARD MEMBER 1.00 X 0 0 0 HOOK RON BOARD MEMBER 1.00 X 0 0 0 HOY ANN BOARD MEMBER 1.00 X 0 0 0 MARGULIES MICHELLE BOARD MEMBER 1.00 X 0 0 0 MCANALLY BRAD BOARD MEMBER 1.00 X 0 0 0 MURPHY MICHAEL BOARD MEMBER 1.00 X 0 0 0 MURPHY SCOTT BOARD MEMBER 1.00 X 0 0 0 PULIDO MICHAEL BOARD MEMBER 1.00 X 0 0 0 RICHMOND TOM BOARD MEMBER - LEFT JANUARY 2015 1.00 X 0 0 0 RUCKER LAVELL BOARD MEMBER 1.00 X 0 0 0 RYAN AMY BOARD MEMBER - LEFT JANUARY 2015 1.00 X 0 0 0 STEELE DARREN BOARD MEMBER - LEFT JANUARY 2015 1.00 X 0 0 0 STEIN ADAM BOARD MEMBER 1.00 X 0 0 0 THOMASON MICHELE BOARD MEMBER 1.00 X 0 0 0 VARTABEDIAN DR ROBERT BOARD MEMBER 1.00 X 0 0 0 WEIL LISA BOARD MEMBER 1.00 X 0 0 0 WOODS JULIE BOARD MEMBER 1.00 X 0 0 0 MARTIN ROGER CHAIR 3.00 X X 0 0 0 CRIPE DAVID VICE CHAIR 2.00 X X 0 0 0 BURKE THOMAS SECRETARY 2.00 X X 0 0 0 ROSONKE DENNIS TREASURER 2.00 X X 0 0 0 PRITCHETT ROBERT COMMUNITY INVESTMENT CO-CHAIR 2.00 X X 0 0 0 WYBLE MARK COMMUNITY INVESTMENT CO-CHAIR 2.00 X X 0 0 0 HORN JASON CAMPAIGN CHAIR 3.00 X X 0 0 0 WRIGHT SETH COMMUNITY INITIATIVES CHAIR 2.00 X X 0 0 0 JOHNSTON STEVE MARKETING/COMMUNICATIONS CHAIR 2.00 X X 0 0 0 STROUGH KYLEE PRESIDENT 50.00 X 86845 0 12695 86845 0 12695 0 0 0 0 0 21301 6120 2946742 48173 2974163 LEADERSHIP PROGRAMS 611430 32400 32400 FUNDRAISING SERVICES 813219 18389 18389 SUCCESS BY 6 SEMINARS 611710 7413 7413 PROFIT IN EDUCATION 611710 4355 4355 62557 152346 152346 69668 0 69668 69668 69668 53895 0 53895 53895 53895 5586 6120 14548 -8962 -8962 MISCELLANEOUS 900099 152 152 152 3303819 62557 0 267099 2332714 2332714 4594 4594 99540 60720 17917 20903 256821 164248 42726 49847 8903 5472 1584 1847 21950 13389 3951 4610 25530 16154 4327 5049 20253 12355 3645 4253 40563 24758 7172 8633 9573 6522 1406 1645 15818 7680 188 7950 14596 8417 2387 3792 41276 25152 7465 8659 17770 12433 1681 3656 33373 20358 6007 7008 41330 24710 7440 9180 12950 7995 2287 2668 PARENT AWARENESS MATERI 27411 27411 0 0 AWARDS (NON ASSISTANCE) 21208 21208 0 0 TRAINING 6772 6772 0 0 CFC CAMPAIGN EXPENSES 3632 0 0 3632 6109 4134 1046 929 3062686 2807196 111229 144261 799074 957827 784659 334684 2648526 2628970 6885 9763 878489 490478 429340 388011 5677319 6059968 2021 0 10347824 10379223 2587959 2615839 2400 2590359 2615839 X 4553455 4607651 1289868 1226591 1914142 1929142 7757465 7763384 10347824 10379223 241133 -235214 0 X X 0 1 X 1 0 X 3467743 3263876 2747280 3057625 2974163 15510687 3467743 3263876 2747280 3057625 2974163 15510687 155434 15355253 163661 184974 185540 185409 222014 941598 21225 13147 11782 15767 5738 67659 16519944 285547 0.92950 0.93860 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS FUNDRAISING REVENUE - 2011 AMOUNT: $ 18,003. 2012 AMOUNT: $ 8,413. 2013 AMOUNT: $ 9,765. 2014 AMOUNT: $ 13,911. 2015 AMOUNT: $ 5,586. MISCELLANEOUS - 2011 AMOUNT: $ 3,222. 2012 AMOUNT: $ 4,734. 2013 AMOUNT: $ 2,017. 2014 AMOUNT: $ 1,856. 2015 AMOUNT: $ 152. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3029339 46162 -7206 9519 3058776 3356414 3633 147898 478606 3029339 2962119 15223 379072 3356414 2686304 4000 287039 15224 2962119 2677743 14000 -5439 2686304 0.02850 0.63070 0.34080 0 0 33400 33400 795038 448772 346266 50051 41706 8345 388011 3160244 -235214 91639 -143575 3303819 0 3303819 3154325 91639 91639 3062686 0 3062686 PART V, LINE 4: SUCESS BY 6 ENDOWMENT - THE FUNDS IN THIS ACCOUNT WILL BE USED TO SUPPORT THE SUCCESS BY 6 INITIATIVE. FUNDS IN THIS ACCOUNT INCLUDE DONOR RESTRICTED FUNDS WITH INCOME BEING ABLE TO BE USED AT THE UNITED WAY BOARD OF DIRECTOR'S DISCRETION. OPERATING ENDOWMENT - THE OPERATING ENDOWMENT IS A BOARD DESIGNATED ENDOWMENT. THE FUNDS IN THIS ACCOUNT WILL BE USED TO REPLENISH ANY SMALL LOSSES SUSTAINED DURING NORMAL OPERATIONS. CRYSTAL CIRCLE ENDOWMENT - THE CRYSTAL CIRCLE ENDOWMENT INCLUDES PERMANENTLY RESTRICTED DONOR FUNDS. INCOME EARNED IN THIS ACCOUNT WILL FLOW INTO THE ANNUAL CAMPAIGN. UNITED WAY ENDOWMENT - THE UNITED WAY ENDOWMENT INCLUDES PERMANENTLY RESTRICTED DONOR FUNDS. UP TO 90% OF THE INCOME EARNED IN THIS ACCOUNT WILL FLOW INTO THE OPERATING ENDOWMENT, AND BE USED IN ACCORDANCE WITH THE OPERATING ENDOWMENT POLICY. ANY ADDITIONAL DISTRIBUTION WILL NEED TO BE APPROVED BY THE UNITED WAY BOARD OF DIRECTORS. 1 AMERICAN RED CROSS 401 NORTH 12TH STREET ST JOSEPH MO 64501 440545909 501C3 226062 $216,062 FOR GENERAL OPERATING COSTS; $10,000 FOR DISASTER RELIEF BARTLETT CENTER 409 SOUTH 18TH ST JOSEPH MO 64501 237116216 501C3 32910 GENERAL OPERATING COSTS BIG BROTHERS AND BIG SISTERS 1202 SOUTH 28TH STREET ST JOSEPH MO 64507 436068464 501C3 37417 $36,867 FOR GENERAL OPERATING COSTS; $550 CLOTHING DONATION BIN PURCHASE BOY SCOUTS-PONY EXPRESS COUNCIL 1704 BUCKINGHAM ST JOSEPH MO 64506 440546279 501C3 111563 GENERAL OPERATING COSTS CATHOLIC CHARITIES 902 EDMOND SUITE 204 ST JOSEPH MO 64501 430887779 501C3 77180 GENERAL OPERATING COSTS CHILDREN'S MERCY HOSPITAL 2401 GILLHAM ROAD KANSAS CITY MO 64108 440605373 501C3 24927 GENERAL OPERATING COSTS COMMUNITY MISSIONS CORPORATION 700 OLIVE STREET ST JOSEPH MO 64501 900180479 501C3 28671 GENERAL OPERATING COSTS FAMILY GUIDANCE CENTER 724 NORTH 22ND STREET ST JOSEPH MO 64501 440666362 501C3 295352 $285,192 FOR GENERAL OPERATING COSTS; $10,160 FOR MEDICAL AIDE INTERFAITH COMMUNITY SERVICES 200 CHEROKEE ST JOSEPH MO 64504 440545910 501C3 427239 $425,797 FOR GENERAL OPERATING COSTS, $1,442 FOR UTILITY ASSISTANCE PROGRAM LEGAL AID OF WESTERN MISSOURI 106 SOUTH 7TH STREET 4TH FLOOR ST JOSEPH MO 64501 430824638 501C3 68100 GENERAL OPERATING COSTS NW MISSOURI COMMUNITY SERVICES 1203 NORTH 6TH STREET ST JOSEPH MO 64501 431496809 501C3 146083 $136,083 FOR GENERAL OPERATING COSTS; $10,000 FOR ADOPT-A-FAMILY PROGRAM SALVATION ARMY 622 MESSANIE ST JOSEPH MO 64501 440545998 501C3 103037 GENERAL OPERATING COSTS SECOND HARVEST 915 DOUGLAS ST JOSEPH MO 64505 431268319 501C3 7000 BACKPACK BUDDIES PROGRAM SOCIAL WELFARE BOARD 904 SOUTH 10TH STREET ST JOSEPH MO 64503 446000455 GOVERNMENT AGENCY 7000 DIABETES MANAGEMENT INITIATIVE SPECIALTY INDUSTRIES OF ST JOSEPH INC 3801 SOUTH LEONARD ROAD ST JOSEPH MO 64503 430896903 501C3 7228 GENERAL OPERATING COSTS ST JOSEPH HEALTH AND SAFETY COUNCIL 118 SOUTH 5TH LOWER LEVEL ST JOSEPH MO 64501 440548468 501C3 80040 $74,040 FOR GENERAL OPERATING COSTS, $6,000 FOR SAFETY TOWN PROGRAM THE CENTER 902 EDMOND SUITE 203 ST JOSEPH MO 64501 431615018 501C3 68360 GENERAL OPERATING COSTS UNITED CEREBRAL PALSY OF NORTHWEST MISSOURI 3303 FREDERICK AVENUE ST JOSEPH MO 64506 430909607 501C3 175935 GENERAL OPERATING COSTS YMCA 315 SOUTH 6TH ST JOSEPH MO 64501 440552491 501C3 155655 GENERAL OPERATING COSTS YWCA 304 NORTH 8TH ST JOSEPH MO 64501 440552219 501C3 251818 GENERAL OPERATING COSTS 20 0 PART I, LINE 2: THE UNITED WAY MONITORS GRANT FUNDS BY REQUIRING GRANT RECIPIENTS TO SUBMIT TO THE UNITED WAY BUDGET FORMS ON AN ANNUAL BASIS. GRANT RECIPIENTS MUST ALSO SUBMIT ANNUAL OUTCOME REPORTS DETAILING THEIR ACCOMPLISHMENTS. MONTHLY FINANCIAL STATEMENTS ARE ALSO REQUIRED PRIOR TO A RELEASE OF AN AGENCY'S MONTHLY ALLOCATION. GRANTEES MUST ALSO PROVIDE TO THE UNITED WAY A YEAR-END REPORT AND AN UP-TO-DATE AUDIT CONDUCTED BY A PROFESSIONAL INDEPENDENT AUDITOR. OTHER SPECIFIC FINANCIAL MATERIALS MAY BE REQUESTED, AS NECESSARY. THIS INFORMATION IS NOT ONLY REVIEWED BY THE UNITED WAY STAFF, BUT BY COMMUNITY VOLUNTEERS ON A YEARLY BASIS. X 23776 RETAIL VALUE X 5 16842 FAIR MARKET VALUE X 20 7555 RETAIL VALUE 0 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS FORM 990, PART IV, LINE 11F: THE ORGANIZATION CONSIDERED UNCERTAIN TAX POSITIONS UNDER FIN48 (ASC740) AND DETERMINED THAT NO LIABILITY FOR UNCERTAIN TAX POSITIONS SHOULD BE RECORDED AS OF DECEMBER 31, 2015. THEREFORE, THERE IS NO FOOTNOTE REGARDING SUCH LIABILITY IN THE ORGANIZATION'S FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION A, LINE 6 EACH CONTRIBUTOR TO THE UNITED WAY CAMPAIGN IS A MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE GENERAL MEMBERSHIP ELECTS THE BOARD OF DIRECTORS AT THE ANNUAL MEETING. TERMS OF BOARD MEMBERS ARE STAGGERED, WITH ONE-THIRD OF MEMBERS BEING ELECTED EACH YEAR. THE BOARD MEMBERS MAY ELECT REPLACEMENT BOARD MEMBERS DURING THE YEAR IF A VACANCY SHOULD OCCUR. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. A COMPLETED 990 IS REVIEWED BY THE BOARD OF DIRECTORS AT A REGULAR MEETING PRIOR TO THE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE UNITED WAY OF GREATER ST JOSEPH REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY BY: 1)MAINTAINING RECORDS OF THE CONFLICT OF INTEREST FORMS COMPLETED AND SIGNED EACH YEAR BY BOARD MEMBERS AND KEY STAFF; 2)REQUIRING MEMBERS TO DISCLOSE ANY DUALITY OR CONFLICT OF INTEREST ON ANY MATTER COMING TO A VOTE BY THE BOARD, PRIOR TO THAT VOTE BEING TAKEN. A MEMBER DISCLOSING A CONFLICT OF INTEREST MAY NOT VOTE ON THE MATTER AND THE MINUTES OF THE MEETING MUST REFLECT THAT A DISCLOSURE WAS MADE AND THAT THERE WAS AN ABSTENTION BY THAT MEMBER. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING THE COMPENSATION OF THE PRESIDENT AND CEO OF THE UNITED WAY OF GREATER ST JOSEPH INCLUDES THE FOLLOWING STEPS- 1)THE PRESIDENT COMPLETES A SELF EVALUATION FORM THAT ENUMERATES THE GOALS AND ACCOMPLISHMENTS OF THE YEAR. THIS FORM IS SUBMITTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. 2)THE EXECUTIVE COMMITTEE AND ANY BOARD MEMBER WHO WOULD LIKE TO PARTICIPATE MEETS WITH THE PRESIDENT AND REVIEWS THE PRESIDENT'S ACCOMPLISHMENTS FOR THE YEAR, MONITORING PROGRESS TOWARD GOALS. 3)THE EXECUTIVE COMMITTEE CONSIDERS THE UNITED WAY WORLDWIDE SALARY SURVEY OF COMPARABLE UNITED WAYS AND OTHER NONPROFIT ORGANIZATIONS IN THE REGION. ALL MOTIONS ARE RECORDED IN EXECUTIVE COMMITTEE MINUTES. 4)THE EXECUTIVE COMMITTEE PRESENTS INFORMATION ON THE ENTIRE EVALUATION TO THE BOARD OF DIRECTORS, ALONG WITH A SALARY RECOMMENDATION FOR THE PRESIDENT. THE BOARD THEN REVIEWS THE INFORMATION PROVIDED AND ASKS ADDITIONAL QUESTIONS IF DESIRED. THE BOARD OF DIRECTORS MUST APPROVE THE RECOMMENDATION OR MAKE THEIR OWN RECOMMENDATION ON THE COMPENSATION OF THE PRESIDENT AND CEO. THE RECOMMENDATION IS VOTED ON BY THE BOARD AND RECORDED IN THE MINUTES OF THE DECEMBER BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15B: NO OTHER EMPLOYEES ARE COMPENSATED AT A LEVEL THAT WOULD REQUIRE THIS PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT THE UNITED WAY OF GREATER ST JOSEPH OFFICE AT 118 S. 5TH STREET, ST JOSEPH, MO 64501. ANY INDIVIDUAL OR ORGANIZATION WHO WOULD LIKE TO SEE THESE DOCUMENTS MAY DO SO DURING NORMAL OFFICE HOURS OF 8 AM TO 5 PM CENTRAL TIME, MONDAY THROUGH FRIDAY. THE PHONE NUMBER FOR THE UNITED WAY OF GREATER ST JOSEPH IS (816) 364-2381. FORM 990, PART XII, LINE 2C: OVERSIGHT PROCESS PROCESS IS CONSISTENT WITH PRIOR YEARS.