2015-01-14T14:43:44-06:00 2014-08-31 521999052 ASKEY ASKEY & ASSOCIATES CPA LLC PO BOX 662 LEONARDTOWN MD 206500662 990 2013-09-01 521356960 UNITED WAY OF CHARLES COUNTY INC UNIT 3016094844 PO BOX 2141 LA PLATA MD 20646 MIKE BELLIS EXECUTIVE DIRECTOR 3016094844 2015-01-14 CATHERINE A ASKEY P00059612 3014755671 2015-01-14 2013 2016-02-25 16:41:14Z MIKE BELLIS PO BOX 2141 LAPLATA MD 20646 625131 false X WWW.UNITEDWAYCHARLES.ORG X 1983 MD CONDUCTING FUNDRAISING CAMPAIGNS IN CHARLES COUNTY, MD AND DISTRIBUTING FUNDS COLLECTED TO PARTNER AGENCIES AND OTHER NON-PROFITS THROUGH DESIGNATIONS OR GRANTS. 21 21 3 125150 0 552747 540008 0 1435 925 62120 52156 616302 593089 167729 22048 0 131064 117341 0 65832 443724 381253 742517 520642 -126215 72447 482575 521343 191700 155175 290875 366168 CONDUCTING FUNDRAISING CAMPAIGNS IN CHARLES COUNTY, MD AND DISTRIBUTING FUNDS COLLECTED TO PARTNER AGENCIES AND OTHER NON-PROFITS THROUGH DESIGNATIONS OR GRANTS. false false 405944 22048 CONDUCTING FUNDRAISING CAMPAIGNS IN CHARLES COUNTY, MD AND DISTRIBUTING FUNDS COLLECTED TO MEMBER AND NUMEROUS NON-MEMBER AGENCIES. 405944 true true false false false false false false false true true false false false false false true false false false false false false false true false false true false false false false false false false false false false false false false false false true false false false true 2 0 3 true false false false false false true true false false false false false false X 21 21 false false false false false true true true true false false false true true true true true true true false MD X X X MIKE BELLIS 3016094844 10250 LA PLATA ROAD LA PLATA MD 20646 CRYSTAL JACKSON DIRECTOR 3.00 X 0 0 0 STACEY COOK SECRETARY 3.00 X X 0 0 0 EILEEN MINNICK CHAIRPERSON 3.00 X X 0 0 0 TERRIE HORSTKAMP CHAIRMAN-ELE 3.00 X X 0 0 0 MARK MACFARLAND PAST CHAIRMA 3.00 X X 0 0 0 JUDY SCHROEDER DIRECTOR 3.00 X 0 0 0 GILBERT BOWLING DIRECTOR 3.00 X 0 0 0 STEPHEN SALVAS DIRECTOR 3.00 X 0 0 0 SONJA SCHARLES DIRECTOR 3.00 X 0 0 0 MICHELLE FOWLER DIRECTOR 3.00 X 0 0 0 JANE HIGDON DIRECTOR 3.00 X 0 0 0 CHARLES ADAMS DIRECTOR 3.00 X 0 0 0 GEORGIA BENNETT DIRECTOR 3.00 X 0 0 0 LOLITA CURTIS DIRECTOR 3.00 X 0 0 0 LINDA GILL DIRECTOR 3.00 X 0 0 0 RYAN MEREDITH DIRECTOR 3.00 X 0 0 0 YVONNE MEDLEY DIRECTOR 3.00 X 0 0 0 CHRISIE MULCAHEY DIRECTOR 3.00 X 0 0 0 CHRISTOPHER RIPLEY DIRECTOR 3.00 X 0 0 0 DENISE STEVENSON DIRECTOR 3.00 X 0 0 0 LINDA SCHLEIP DIRECTOR 3.00 X 0 0 0 DOROTHY L HARPER PRESIDENT & 40.00 X 47305 0 6298 LISA BRYANT PRESIDENT & 40.00 X 19618 0 2867 EARLE KNAPP INTERIM EXEC 40.00 X 0 0 0 66923 9165 false false false 217791 15518 306699 15518 540008 925 925 16325 16325 16325 16325 52703 15518 32042 20661 ADMINISTRATIVE FEE DESIGNATED 10881 10881 MISCELLANEOUS INCOME 4289 4289 15170 593089 32420 22048 22048 61118 25303 12651 23164 41293 15598 7853 17842 2730 1092 546 1092 4866 1914 1038 1914 7334 2891 1544 2899 14245 660 13025 560 1200 600 240 360 4769 2208 154 2407 9420 6768 1048 1604 23618 11784 4724 7110 2122 1491 107 524 2247 2247 3509 877 1755 877 1405 1405 DESIGNATIONS TO AGENCIES 302802 302802 EQUIPMENT RENTAL & MAINT. 9623 5529 1400 2694 TELEPHONE 2639 1116 522 1001 CAMPAIGN SUPPLIES 1560 16 1544 2094 1000 854 240 520642 405944 48866 65832 4786 1110 230558 297304 163515 138557 1218 2537 93398 35549 61358 57849 21140 23986 482575 521343 191177 152957 523 2218 191700 155175 X 259699 294713 21176 61455 10000 10000 290875 366168 482575 521343 72447 2846 X false true X true false X 643600 634914 704239 552747 540008 3075508 45184 45184 45184 47062 48945 231559 688784 680098 749423 599809 588953 3307067 3307067 20933 20248 20498 17676 17250 96605 59912 80518 88037 89293 67873 385633 3789305 385633 0.87270 0.87170 X PART II, LINE 10 SPECIAL EVENTS 320,366 OTHER REVENUE 65,267 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21140 2846 23986 19580 1560 21140 9171 10000 409 19580 10000 -829 9171 0.58310 0.41690 true false 79666 24364 55302 13732 11185 2547 57849 357596 2846 48945 51791 305805 287284 287284 593089 282303 48945 15518 64463 217840 302802 302802 520642 SCHEDULE D, PAGE 4, PART XI, LINE 4B AMOUNTS DESIGNATED BY DONORS 302,802 SPECIAL EVENT DIRECT EXPENSES -15,518 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENT EXPENSES 15,518 SCHEDULE D, PAGE 4, PART XII, LINE 4B AMOUNTS DESIGNATED BY DONORS 302,802 All States GOLF TOURNAMENT 52713 15018 37695 15018 6300 1571 1296 CASINO NIGHT 9797 500 9297 500 4833 62510 15518 46992 15518 6300 1571 6129 29518 17474 true HEALTH PARTNERS INC PO BOX 1865 WALDORF MD 20604 521767044 3 6212 MEDICAL & DENTAL 2 SCHEDULE I, PAGE 1, PART I, LINE 2 UNITED WAY OF CHARLES COUNTY HAS FORMED COMMITTEES TO EVALUATE THE APPLICATIONS FOR EACH OF ITS GRANT PROGRAMS. THE COMMITTEES RECOMMEND THE LEVELS OF GRANT FUNDING TO THE BOARD OF DIRECTORS FOR APPROVAL. THE GRANT RECIPIENTS ARE REQUIRED TO SUBMIT REPORTS AND DOCUMENTATION TO UNITED WAY OF CHARLES COUNTY WHEN REQUESTING DISBURSEMENTS OF THEIR APPROVED GRANT FUNDS. FORM 990, PAGE 1, PART I, LINE 6 ONCE A YEAR WE HAVE OUR ANNUAL DAY OF CARING IN WHICH VOLUNTEERS FROM PRIVATE COMPANIES, AND ORGANIZATIONS WORK AT VARIOUS PARTNER AGENCIES FOR A HALF OR FULL DAY OF SERVICE. THEY DO VARIOUS "CHORES" SUCH AS: GARDENING, LANDSCAPING, PAINTING, CLEANING, REPAIRING OR BUILDING SMALL ITEMS OF FURNITURE, DELIVERING MEALS ON WHEELS TO SHUT-INS, PREPARING EDUCATIONAL MATERIALS, OR PREPARING BULK MAILINGS. WE USUALLY AVERAGE BETWEEN 125 AND 150 VOLUNTEERS EACH YEAR FOR THIS SPECIAL EVENT. WE ALSO HAVE VOLUNTEERS WHO WORK AT OUR ANNUAL GOLF TOURNAMENT. SOME OF THESE VOLUNTEERS ARE OUR BOARD MEMBERS AND SOME ARE FROM THE COMMUNITY OR ARE PAST BOARD MEMBERS. WE ALSO USUALLY HAVE SOME WHO ARE VOLUNTEERS IN COMMUNITY SERVICE. FORM 990, PAGE 6, PART VI, LINE 7A PERSONS WHO DESIRE TO SERVE ON THE BOARD OF DIRECTORS OF THE UNITED WAY OF CHARLES COUNTY COMPLETE AN APPLICATION FORM WITH INFORMATION ABOUT THEMSELVES, WHERE THEY LIVE AND WORK, SPECIAL INTERESTS OR SKILLS, ETC. AND SUBMIT IT TO THE UNITED WAY OFFICE. THE PERSON'S APPLICATION IS PRESENTED BY THE PRESIDENT & CEO TO THE EXECUTIVE COMMITTEE AND THEN TO THE FULL BOARD FOR ELECTION ONTO THE BOARD OF DIRECTORS. THAT PERSON COMMITS TO SERVING A THREE-YEAR TERM WITH AN OPTION TO SERVE A SECOND THREE-YEAR TERM IF RE-ELECTED. FORM 990, PAGE 6, PART VI, LINE 7B AT THE ANNUAL MEETING IN NOVEMBER ANY PARTNER AGENCIES WHO ATTENDS MAY VOTE ON THE ACCEPTANCE OF NEW BOARD MEMBERS AND THE ANNUAL REPORT. THEY HAVE AN OPPORTUNITY AT THAT MEETING TO EXPRESS ANY CONCERNS OR ASK ANY QUESTIONS THEY MIGHT HAVE OF THE UNITED WAY BOARD AND STAFF. FORM 990, PAGE 6, PART VI, LINE 11B UNITED WAY OF CHARLES COUNTY HAS AN AUDIT COMMITTEE CONSISTING OF MEMBERS OF THE BOARD (OTHER THAN THE TREASURER AND CHAIRPERSONS.) THE COMMITTEE REVIEWS THE DRAFT AUDIT PRESENTED BY THE ACCOUNTING FIRM THAT AUDITED THE ORGANIZATION, AND THEN REVIEWS THE IRS FORM 990 PRIOR TO IT BEING SIGNED BY THE PRESIDENT/CEO AND SENT TO THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C IN JANUARY OF EACH YEAR UNITED WAY OF CHARLES COUNTY SENDS EACH MEMBER OF THE BOARD OF DIRECTORS THE CONFLICT OF INTEREST STATEMENT WHICH THEY ARE ASKED TO SIGN, DATE, AND RETURN TO THE UNITED WAY OFFICE TO BE KEPT ON FILE. FORM 990, PAGE 6, PART VI, LINE 15A UNITED WAY OF CHARLES COUNTY HAS A PERSONNEL COMMITTEE WHICH ANNUALLY RECOMMENDS TO THE BOARD OF DIRECTORS THE SALARY AND COMPENSATION PACKAGE FOR THE PRESIDENT & CEO AND OTHER EMPLOYEES. BEFORE RECOMMENDING THE SALARIES, THE PERSONNEL COMMITTEE LOOKS AT OTHER NON-PROFIT EXECUTIVE POSITION SALARIES IN THE REGION AND ALSO REVIEWS THE LATEST EDITION OF THE UNITED WAY HUMAN CAPITAL STUDY - SALARY REPORT PUBLISHED BY THE UNITED WAY WORLDWIDE. THEY COMPARE OUR STAFF SALARIES TO THOSE STAFF IN OTHER UNITED WAYS OF COMPARABLE SIZE AND INCOME. FORM 990, PAGE 6, PART VI, LINE 15B SEE DESCRIPTION FOR COMPENSATION REVIEW PROCESS FOR CEO AND EXECUTIVE DIRECTOR ABOVE. FORM 990, PAGE 6, PART VI, LINE 19 OUR ANNUAL CAMPAIGN BROCHURE STATES, "A COPY OF THE CURRENT FINANCIAL STATEMENT OF THE UNITED WAY OF CHARLES COUNTY OR OF THE COMMUNITY HEALTH CHARITIES MAY BE OBTAINED BY WRITING TO THE RESPECTIVE OFFICES. DOCUMENTS PERTAINING TO EACH AGENCY ARE FILED WITH AND MAY BE OBTAINED FROM THE SECRETARY OF STATE. UNITED WAY OF CHARLES COUNTY IS A 501 (C) (3) ORGANIZATION." THE ANNUAL INFORMATION RETURN FOR UNITED WAY OF CHARLES COUNTY IS ALSO AVAILABLE ON WWW.GUIDESTAR.ORG. INFORMATION ABOUT US IS ALSO ON THE UNITED WAY OF CHARLES COUNTY WEBSITE (WWW.UNITEDWAYCHARLES.ORG) AND PEOPLE MAY REQUEST COPIES OF ANY OF OUR POLICIES, ANNUAL REPORTS, FORM 990'S, ETC. SIMPLY BY EMAILING, CALLING, OR WRITING TO US. FORM 990, PART XI, LINE 9 AMOUNTS DESIGNATED BY DONORS -302,802 SPECIAL EVENT DIRECT EXPENSES 15,518 SPECIAL EVENT EXPENSES -15,518 AMOUNTS DESIGNATED BY DONORS 302,802 UNITED WAY WORLDWIDE (FORMERLY UNITED WAY OF AMERICA) 701 N FAIRFAX STREET ALEXANDRIA VA 22314 131635294 CHARITABLE VA C3 7 N/A false false false false false false false false false false false false false false false false false false false false