2015-03-30T12:52:30-05:00 2014-06-30 381357951 PLANTE & MORAN PLLC 4444 W BRISTOL ROAD SUITE 360 FLINT MI 48507 990 2013-07-01 381359516 UNITED WAY OF GENESEE COUNTY UNIT 8102328121 111 E COURT ST SUITE 3A FLINT MI 48502 JAMES GASKIN CEO 8102328121 2015-03-27 1 TADD HARBURN P00099166 8107675350 2013 2016-02-25 16:41:14Z X JAMES GASKIN 111 E COURT ST SUITE 3A FLINT MI 48502 4969950 0 X WWW.UNITEDWAYGENESEE.ORG X 1922 MI WE MOBILIZE THE COMMUNITY AND ITS RESOURCES, FORGE PARTNERSHIPS AND COLLABORATIONS WITH INDIVIDUALS, NON-PROFIT AGENCIES, GOVERNMENT, CORPORATIONS, ORGANIZED LABOR AND FOUNDATIONS, TO HELP CREATE SOLUTIONS. WE HAVE BROADENED OUR ROLE IN THE COMMUNITY BEYOND BEING JUST A FUNDRAISER AND GRANTOR. WE HAVE EITHER STARTED OR ARE A MEMBER OF 18 COLLABORATING OR PARTNERSHIPS THAT ARE WORKING TO FIND EFFICIENT SOLUTIONS FOR THE GAPS IN THE "SAFETY NET" OF SERVICES, FOR CHILDREN, FAMILIES AND OLDER ADULTS IN OUR COMMUNITY. 17 17 21 245 0 0 4796963 4389412 167897 236533 140576 140578 21377 6310 5126813 4772833 1323480 1476220 0 0 1171562 1321201 0 0 395419 2107702 2556253 4602744 5353674 524069 -580841 8775352 8825964 1472470 1681328 7302882 7144636 TO BUILD FINANCIAL RESOURCES THAT ENABLE INVESTMENTS IN EDUCATION, FINANCIAL STABILITY, HEALTH AND BASIC NEEDS ADDRESSING GENESEE COUNTYS MOST PRESSING CHALLENGES WHILE BUILDING COMMUNITY-WIDE VITALITY 0 0 3013637 79973 UNITED WAY OF GENESEE COUNTY'S SPECIAL INITIATIVES, IN COLLABORATION WITH COMMUNITY PARTNERS, FOCUS ON THE BUILDING BLOCKS FOR A QUALITY LIFE - BASIC NEEDS/ STRENGTHENING FAMILIES, OLDER ADULTS AND CHILD/YOUTH DEVELOPMENT. 1476220 1476220 156560 UNITED WAY OF GENESEE COUNTY PROVIDES GRANTS AND PAYS DESIGNATIONS TO NUMEROUS NONPROFIT AGENCIES THAT PROVIDE DIRECT SERVICES TO THE COMMUNITIES OF GENESEE COUNTY, MICHIGAN. 4489857 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 76 1 1 21 0 0 0 0 0 0 1 1 0 0 0 0 X 17 17 1 0 1 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MI X X MITCHELL L MILLER 8107625828 111 E COURT ST SUITE 3A FLINT MI 48502 RUDY ARMSTRONG DIRECTOR 1.00 X 0 0 0 RAUL GARCIA DIRECTOR 1.00 X 0 0 0 RANDY WISE CHAIRMAN 1.50 X X 0 0 0 LAURIE PROCHAZKA VICE CHAIR 1.50 X X 0 0 0 MARCY GARCIA SECRETARY 1.50 X X 0 0 0 LARRY ROEHRIG DIRECTOR 1.00 X 0 0 0 DAVID SOLIS DIRECTOR 1.00 X 0 0 0 KAREN TOLER DIRECTOR 1.00 X 0 0 0 AARON WHITSON DIRECTOR 2.00 X 0 0 0 SAMUEL COX DIRECTOR 1.00 X 0 0 0 STEVE DAWES DIRECTOR 1.00 X 0 0 0 AMY FARMER DIRECTOR 2.00 X 0 0 0 NORWOOD JEWELL DIRECTOR 1.00 X 0 0 0 RONNY MEDAWAR DIRECTOR 1.00 X 0 0 0 GREG VIENER CAMPAIGN CHAIRPERSON 2.50 X 0 0 0 GREG WALLER TREASURER 2.00 X X 0 0 0 CHRISTOPHER WISE DIRECTOR 1.00 X 0 0 0 JAMES GASKIN CEO 36.30 X 99247 0 2977 99247 0 2977 0 0 0 0 0 78621 4360 4306431 32142 4389412 SERVICE FEES 561000 156560 156560 OTHER PROGRAM REVENUE 900099 79973 79973 236533 93973 93973 203890 157285 46605 46605 46605 26822 4360 27185 -363 -363 19320 12647 6673 6673 4772833 236533 0 146888 X 1476220 1476220 112779 66337 21800 24642 707297 454872 137488 114937 64253 35842 15848 12563 356727 216126 76819 63782 80145 47699 16306 16140 690 690 27975 14265 6307 7403 1548432 1398372 55780 94280 151465 110525 19857 21083 98354 74882 12752 10720 27651 25480 692 1479 102250 73147 9355 19748 28284 28284 12161 6801 3019 2341 15091 8564 3660 2867 COMMUNITY INITIATIVES 224290 224290 BANK CHARGES 146845 119186 27659 EQUIPMENT RENTAL AND MA 85688 85688 FORGIVENESS OF DEBT 44076 44076 43001 23277 16290 3434 5353674 4489857 468398 395419 1974516 1686160 2594625 2190157 735668 807521 184320 108743 37243 42458 123440 20632 32267 102808 2548509 3191027 668204 697090 8775352 8825964 390401 616539 1082069 1064789 1472470 1681328 X 5056777 4854141 1601386 1593405 644719 697090 7302882 7144636 8775352 8825964 X -580841 249603 172992 X X 0 1 X 1 0 X 4125833 5143813 4971182 4796963 4389412 23427203 4125833 5143813 4971182 4796963 4389412 23427203 6748795 16678408 82651 80266 94847 99797 93973 451534 23878737 853430 0.69850 0.82450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 995930 81650 1077580 966032 29898 995930 1040211 -74179 966032 928272 111939 1040211 868372 59900 928272 1.00000 1 0 59089 59089 64351 20632 43719 102808 BENEFICIAL INTEREST HELD BY THIRD PARTY 697090 697090 POSTRETIREMENT BENEFIT OBLIGATIONS 1064789 1064789 X 4892727 249603 25107 274710 4618017 154816 154816 4772833 5171594 25107 25107 5146487 207187 207187 5353674 PART V, LINE 4: ANNUAL DISTRIBUTIONS FROM BENEFICIAL INTERESTS HELD BY THIRD PARTIES DO NOT HAVE RESTRICTIONS FOR USE. ANNUAL DISTRIBUTIONS FROM BENEFICIAL INTERESTS HELD BY THIRD PARTIES WITH VARIANCE POWER CAN BE USED ONLY FOR: 1) RESPONSES TO SHORT-TERM CRISIS CONDITIONS IMPACTING HUMAN SURVIVAL AMONG GROUPS OF PEOPLE; 2) INITIAL PROGRAM START-UP TO MEET EMERGING NEW HUMAN NEEDS; OR 3) CAPITAL NEEDS. PART X, LINE 2: UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE APPLICABLE INCOME TAX REGULATIONS OF THE STATE OF MICHIGAN, THE ORGANIZATION IS EXEMPT FROM INCOME TAXES. THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). THERE WERE NO UNRELATED BUSINESS ACTIVITIES IN 2014 AND 2013. ACCORDINGLY, NO TAX EXPENSE WAS INCURRED DURING THE YEARS ENDED JUNE 30, 2014 AND 2013. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2014 AND 2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASSIFICATION OF SPECIAL EVENT DIRECT EXPENSES 25,107. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 207,187. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -52,371. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASSIFICATION OF SPECIAL EVENT DIRECT EXPENSES 25,107. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 207,187. GM DINNER AUCTION 9573 1600 7973 1117 1175 200 664 4385 CAMPAIGN CELEBRATION 8275 0 8275 613 5415 6500 5415 13334 2760 10574 500 1085 116 0 31182 4360 26822 1117 2288 6700 7280 9800 27185 -363 19320 12500 147 0 19320 12500 147 12647 6673 MI 1 0 1 0 1.00000 MITCHELL L MILLER 111 E COURT ST SUITE 3A FLINT MI 48502 0 THERESA SWANSON 0 RECORD KEEPING AND MAKING BANK DEPOSITS X 0 1 RESOURCE GENESEE 1401 S GRAND TRAVERSE FLINT MI 48503 237355855 501 (C) (3) 135800 ONE STOP HOUSING RESOURCE CTR.;VOLUNTEER & INFORMATION SERVICES; 2-1-1/N TALL PINE COUNCIL BOY SCOUTS 507 W ATHERTON FLINT MI 48507 381357988 501 (C) (3) 24035 URBAN INITIATIVE GIRL SCOUTS OF SOUTHEAST MICHIGAN 2300 AUSTIN PKWY FLINT MI 48507 381359207 501 (C) (3) 20900 GIRL SCOUT LEADERSHIP EXPERIENCE CATHOLIC CHARITIES 901 CHIPPEWA FLINT MI 48503 381359243 501 (C) (3) 149435 FAMILY SERVICES COUNSELING; NORTH END SOUP KITCHEN & KINSHIP CAREGIVERS FAMILY SERVICE AGENCY 1422 W COURT ST FLINT MI 48503 381360539 501 (C) (3) 127490 FAMILY COUNSELING; IN-HOME ELDER CARE; SR. VISION REHABILITATION Y W C A 310 E THIRD ST FLINT MI 48502 381360597 501 (C) (3) 62700 SAFEHOUSE EMERGENCY SHELTER SALVATION ARMY 211 W KEARSLEY FLINT MI 48502 381370971 501 (C) (3) 109275 COMPREHENSIVE EMERGENCY ASSISTANCE VOCATIONAL INDEPENDENCE PROGRAM G5069 VANSLYKE FLINT MI 48507 381558541 501 (C) (3) 31350 WORK ACTIVITY CENTER LEGAL SERVICES OF EASTERN MICHIGAN 436 S SAGINAW ST FLINT MI 48502 381958131 501 (C) (3) 62475 FAMILY STABILIZATION PROGRAM COMMUNICATION ACCESS CENTER 1505 W COURT ST FLINT MI 48502 381991687 501 (C) (3) 20900 SENIOR CITIZENS PROGRAM HOPE NETWORK NEW PASSAGES 1110 ELDON BAKER DR FLINT MI 48507 382242037 501 (C) (3) 12540 FAMILY PRIDE BIG BROTHERSSISTERS OF FLINT 410 SECOND ST FLINT MI 48502 382259541 501 (C) (3) 69754 COMMUNITY BASED MENTORING GENESEE COUNTY YOUTH CORP 914 CHURCH FLINT MI 48502 382299753 501 (C) (3) 43410 REACH/TRAVERSE PLACE SHELTER OF FLINT 902 E SIXTH ST FLINT MI 48503 382620824 501 (C) (3) 31350 EMERG.SHELTER FOR WOMEN & CHILDREN & TRANSITIONAL LIVING GENESEE COUNTY EDUCATIONAL FOUNDATION 2413 W MAPLE AVENUE FLINT MI 48507 382722499 501 (C) (3) 48593 SKIP TO A GREAT START PROGRAM JEWISH COMMUNITY SERVICES 619 WALLENBERG FLINT MI 48502 382752384 501 (C) (3) 20900 IMMIGRANT FAMILY SERVICES AMERICAN ARAB HERITAGE COUNCIL 416 N SAGINAW ST STE 220 FLINT MI 48502 382810236 501 (C) (3) 9405 IMMIGRATION AND LANGUAGE SERVICES METRO COMMUNITY DEVELOPMENT 503 S SAGINAW ST STE 810 FLINT MI 48503 383072010 501 (C) (3) 25000 HMIS HOMELESS MGMT. INFO. SYSTEM PRIORITY CHILDREN 924 CEDAR ST FLINT MI 48503 383086969 501 (C) (3) 10734 SCHOOL READINESS ACTION PROGRAM & ASSESSMENT OF CHILDREN'S MENTAL HEALTH BOYS & GIRLS CLUB OF GREATER FLINT 3701 N AVERILL FLINT MI 48506 383381808 501 (C) (3) 33178 AFTER SCHOOL ARTS & CHARACTER DEVELOP. STATE OF MICHIGAN DHS 235 S GRAND AVE STE 1406 LANSING MI 48909 386000134 115 9000 PATHWAYS TO POTENTIAL FLINT COMMUNITY SCHOOLS INITIATIVE GENESEE CO CHILD CARE FUND 932 BEACH FLINT MI 48502 386004849 115 27025 ATTENDANCE COURT WEISS ADVOCACY CENTER 515 EAST FLINT MI 48503 432031361 501 (C) (3) 15675 CASA-COURT APPOINTED SPECIAL ADVOCATE AMERICAN RED CROSS 1401 S GRAND TRAVERSE FLINT MI 48503 530196605 501 (C) (3) 99275 DISASTER SERVICES 24 0 PART I, LINE 2: THE UNITED WAY COMMUNITY INVESTMENT CABINET PERFORMS ANNUAL FINANCE REVIEW OF ALL PARTNER AGENCIES FINANCIAL AUDITS. THESE REVIEWS ARE COMPLETED BY CPA'S AND FINANCIAL EXPERTS. PARTNER AGENCIES ALSO HAVE A YEARLY ONSITE VISIT BY UNITED WAY STAFF AND VOLUNTEERS AND MUST SUBMIT MIDYEAR AND FINAL REPORTS. X 32000 FAIR MARKET VALUE X SUPPLIES 1 142 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING BOARD MEMBERS HAVE A FAMILY OR BUSINESS RELATIONSHIP: RANDY WISE (CHAIRMAN) AND CHRISTOPHER WISE (TRUSTEE) - BOTH FAMILY AND BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 4 THE UNITED WAY OF GENESEE COUNTY UPDATED ITS BY-LAWS IN SEPTEMBER 2014, PRIOR TO FILING THE CURRENT YEAR FORM 990. SIGNIFICANT CHANGES INCLUDED UPDATING THE MISSION STATEMENT; CHANGING THE NUMBER OF BOARD MEMBERS FROM 19 PERSONS TO A MINIMUM OF 17 AND A MAXIMUM OF 23 MEMBERS; REMOVING THE OPTION FOR INDIVIDUAL MEMBERS, ALLOWING ONLY INSTITUTIONAL MEMBERS GOING FORWARD; AND LASTLY, THE NEW BY-LAWS DESIGNATE THAT TWO OF THE BOARD MEMBER SEATS WILL BE ELECTED BY THE UAW REGION 1D OFFICE. FORM 990, PART VI, SECTION A, LINE 7A TWO SEATS ON THE BOARD OF DIRECTORS WILL BE DESIGNATED BY THE UAW REGION 1D OFFICE. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE & HUMAN RESOURCES, CEO, FINANCE COMMITTEE AND BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND EMPLOYEES SIGN CONFLICT OF INTEREST POLICY ON A YEARLY BASIS AND ABSTAIN IN ANY VOTE WHERE CONFLICTS OCCUR. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 983,246. MANAGEMENT AND GENERAL EXPENSES 55,780. FUNDRAISING EXPENSES 94,280. TOTAL EXPENSES 1,133,306. PROGRAM SERVICES: PROGRAM SERVICE EXPENSES 415,126. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 415,126. FORM 990, PART XI, LINE 9: PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST 120,621. CHANGE IN VALUE OF TRUSTS HELD BY THIRD PARTY 52,371. FORM 990, PART XI, LINE 2C: PROCESS HAS NOT CHANGED FROM PRIOR YEAR