2015-11-13T12:49:06-06:00 2015-06-30 381357951 PLANTE & MORAN PLLC 4444 W BRISTOL ROAD SUITE 360 FLINT MI 48507 990 2014-07-01 381359516 UNITED WAY OF GENESEE COUNTY UNIT 8102328121 111 E COURT ST SUITE 3A FLINT MI 48502 JAMES GASKIN CEO 8102328121 2015-11-13 1 PAUL BRYANT P00241185 8107675350 2014 2016-03-07 17:11:31Z JAMES GASKIN 111 E COURT ST SUITE 3A FLINT MI 48502 6663209 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. 18 18 20 245 0 0 4389412 4929988 236533 193173 140578 301795 6310 12759 4772833 5437715 1476220 1585996 0 0 1321201 1364893 0 0 515201 2556253 2523892 5353674 5474781 -580841 -37066 8825964 8340310 1681328 1411042 7144636 6929268 BUILD FINANCIAL RESOURCES THAT ENABLE INVESTMENTS IN EDUCATION, FINANCIAL STABILITY, HEALTH AND BASIC NEEDS ADDRESSING GENESEE COUNTY'S MOST PRESSING CHALLENGES WHILE BUILDING COMMUNITY-WIDE VITALITY. 0 0 2910117 47269 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. 1585996 1585996 145904 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. 4496113 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 83 1 1 20 0 0 0 0 0 0 1 1 0 0 0 0 X 18 18 1 0 0 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 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 KAREN TOLER DIRECTOR 1.00 X 0 0 0 AARON WHITSON DIRECTOR 1.00 X 0 0 0 TONY BURKS JOINED FY 2015 DIRECTOR 1.00 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 ROBERT GAYDOS JOINED FY 2015 CAMPAIGN CHAIRPERSON 1.00 X 0 0 0 GERALD KARIEM JOINED FY 2015 DIRECTOR 1.00 X 0 0 0 RONNY MEDAWAR DIRECTOR 1.00 X 0 0 0 PHIL SHALTZ JOINED FY 2015 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 RAUL GARCIA LEFT FY 2015 DIRECTOR 1.00 X 0 0 0 NORWOOD JEWELL LEFT FY 2015 DIRECTOR 1.00 X 0 0 0 JAMES GASKIN CEO 36.30 X 111693 0 27612 111693 0 27612 1 0 0 0 PENCHURA LLC 889 S OLD US23 BRIGHTON MI 48114 PLAYGROUND EQUIPMENT 104813 1 74423 4855565 46600 4929988 SERVICE FEES 561000 145904 145904 OTHER PROGRAM REVENUE 900099 47269 47269 193173 82804 82804 2550 0 2550 2550 2550 1432194 1213203 218991 218991 218991 22500 12291 10209 10209 5437715 193173 0 314554 X 1585996 1585996 150546 88551 29101 32894 766888 465507 142074 159307 79281 31240 28654 19387 293849 163191 73573 57085 74329 26711 30564 17054 12493 7372 2240 2881 28651 11983 6299 10369 1447451 1345323 34861 67267 103772 53311 10494 39967 128553 93139 15134 20280 35696 29264 2668 3764 107827 57515 14774 35538 20472 20472 27511 11893 9136 6482 14429 6542 4591 3296 COMMUNITY INITIATIVES 356310 356310 BANK CHARGES 125558 102049 23509 MISCELLANEOUS 52280 19673 2043 30564 EQUIPMENT RENTAL AND MA 48191 40398 7793 14698 145 13280 1273 5474781 4496113 463467 515201 1686160 1253312 2190157 3208683 807521 847756 108743 134023 42458 51136 149799 48143 102808 101656 3191027 1879389 200632 697090 663723 8825964 8340310 616539 314119 1064789 1096923 1681328 1411042 X 4854141 4498341 1593405 1767204 697090 663723 7144636 6929268 8825964 8340310 X -37066 -216211 37909 X X 0 1 X 1 0 X 5143813 4971182 4796963 4389412 4929988 24231358 5143813 4971182 4796963 4389412 4929988 24231358 8221599 16009759 80266 94847 99797 93973 85354 454237 24685595 948993 0.64850 0.69850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1077580 -50229 1027351 995930 81650 1077580 966032 29898 995930 1040211 -74179 966032 928272 111939 1040211 1.00000 1 0 73560 11916 61644 76239 36227 40012 101656 BENEFICIAL INTEREST HELD BY THIRD PARTY 663723 663723 POSTRETIREMENT BENEFIT OBLIGATIONS 1096923 1096923 X 5017561 -216211 32513 428 -183270 5200831 236884 236884 5437715 5304205 32513 428 32941 5271264 203517 203517 5474781 PART V, LINE 4: ANNUAL DISTRIBUTIONS FROM BENEFICIAL INTERESTS HELD BY 3RD PARTIES DO NOT HAVE RESTRICTIONS FOR USE. ANNUAL DISTRIBUTIONS FROM BENEFICIAL INTERESTS HELD BY 3RD PARTY 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 2015 AND 2014. ACCORDINGLY, NO TAX EXPENSE WAS INCURRED DURING THE YEARS ENDED JUNE 30, 2015 AND 2014. 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, 2015 AND 2014, 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 2012. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASSIFICATION OF GAMING ACTIVITIES DIRECT EXPENSES 428. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 203,517. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 33,367. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASSIFICATION OF GAMING ACTIVITIES DIRECT EXPENSES 428. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 203,517. 22500 11250 1041 0 22500 11250 1041 12291 10209 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 AMERICAN ARAB HERITAGE COUNCIL 416 N SAGINAW STE 220 FLINT MI 48502 382810236 501 (C) (3) 7054 IMMIGRATION AND LANGUAGE SERVICES AMERICAN RED CROSS 1401 S GRAND TRAVERSE FLINT MI 48503 530196605 501 (C) (3) 99275 DISASTER SERVICES BENDLE PUBLIC SCHOOLS 2294 E BRISTOL RD FLINT MI 48507 386001193 115 31498 BENDLE FAMILY HEALTH SERVICES, PROJECT HOPE BIG BROTHERS BIG SISTERS OF FLINT 410 SECOND FLINT MI 48502 382259541 501 (C) (3) 77316 COMMUNITY BASED MENTORING BOYS & GIRLS CLUB OF GREATER FLINT 3701 N AVERILL FLINT MI 48506 383381808 501 (C) (3) 44884 AFTER SCHOOL ARTS, CHARACTER DEVLEOPMENT AND MATH LAB CATHOLIC CHARITIES 910 CHIPPEWA FLINT MI 48503 381359243 501 (C) (3) 117576 FAMILY SERVICES COUNSELING; NORTH END SOUP KITCHEN & KINSHIP CAREGIVERS, WATER FUND COMMUNICATION ACCESS CENTER 1505 W COURT FLINT MI 48502 381991687 501 (C) (3) 15675 SENIOR CITIZENS PROGRAM FAMILY SERVICE AGENCY 1422 W COURT FLINT MI 48503 381360539 501 (C) (3) 165418 FAMILY COUNSELING; IN-HOME ELDER CARE; SR. VISION REHABILITATION, REPRESENTATIVE PAYEE FIRST PRESBYTERIAN CHURCH 746 S SAGINAW ST FLINT MI 48502 381359204 501 (C) (3) 11000 BRIDGE TO HEALTHY ACCESS MOTT COMMUNITY COLLEGE 1401 E COURT ST FLINT MI 48503 381914697 115 10000 LITERACY NETWORK GENESEE CO CHILD CARE FUND 932 BEACH FLINT MI 48502 386004849 115 20269 ATTENDANCE COURT GENESEE COUNTY EDUCATIONAL FOUNDATION 2413 W MAPLE AVE FLINT MI 48507 382722499 501 (C) (3) 90544 CIVILITY HELPS INDIVIDUALS & SKIP TO A GREAT START PROGRAM GENESEE COUNTY YOUTH CORP 914 CHURCH FLINT MI 48502 382299753 501 (C) (3) 42558 REACH / TRAVERSE PLACE GIRL SCOUTS OF SOUTHEAST MICHIGAN 2300 AUSTIN PKWY FLINT MI 48507 381359207 501 (C) (3) 25675 GIRL SCOUT LEADERSHIP EXPERIENCE, ANTI-BULLYING HOPE NETWORK NEW PASSAGES 1110 ELDON BAKER DR FLINT MI 48507 382242037 501 (C) (3) 9405 FAMILY PRIDE JEWISH COMMUNITY SERVICES 619 WALLENBERG FLINT MI 48502 382752384 501 (C) (3) 15675 IMMIGRANT FAMILY SERVICES LEGAL SERVICES OF EASTERN MICHIGAN 436 S SAGINAW FLINT MI 48502 381958131 501 (C) (3) 48106 FAMILY STABILIZATION PROGRAM METRO COMMUNITY DEVELOPMENT 503 S SAGINAW ST STE 810 FLINT MI 48503 383072010 501 (C) (3) 23750 HMIS HOMESLESS MGMT. INFO. SYSTEM MY BROTHER'S KEEPER 101 N GRAND TRAVERSE ST FLINT MI 48433 562511247 501 (C) (3) 10000 IN SAFE HANDS PRIORITY CHILDREN 924 CEDAR ST FLINT MI 48503 383086969 501 (C) (3) 8051 SCHOOL READNIESS ACTION PROGRAM & ASSESSMENT OF CHILDREN'S MENTAL HEALTH RESOURCE GENESEE 1401 S GRAND TRAVERSE FLINT MI 48503 237355855 501 (C) (3) 135350 ONE STOP HOUSING RESOURCE CTR.: VOLUNTEER & INFORMATION SERVICES; 2-1-1/NO WRONG DOOR SALVATION ARMY 211 W KEARSLEY FLINT MI 48502 381370971 501 (C) (3) 115851 COMPREHENSIVE EMERGENCY ASSISTANCE & WATER FUND SHELTER OF FLINT 902 E SIXTH ST FLINT MI 48503 382620824 501 (C) (3) 33513 EMERGENCY SHELTER FOR WOMEN & CHILDREN & TRANSITIONAL LIVING VOCATIONAL INDEPENDENCE PROGRAM G5069 VANSLYKE FLINT MI 48507 381558541 501 (C) (3) 23513 WORK ACTIVITY CENTER YWCA 310 E THIRD FLINT MI 48502 381360597 501 (C) (3) 83025 SAFEHOUSE EMERGENCY SHELTER & NINA'S PLACE FLINT DIAPER BANK INC 5190 EXCHANGE DR FLINT MI 48507 460614120 501 (C) (3) 5000 GENERAL WORK UPTOWN REINVESTMENT 503 S SAGINAW ST STE 1500 FLINT MI 48502 383493359 501 (C) (3) 10000 SEEDS FOR SUCCESS VALLEY AREA AGENCY ON AGING 225 E FIFTH ST 200 FLINT MI 48502 382121108 501 (C) (3) 13500 KISS WATER & WIND COUNCIL BOY SCOUTS 507 W ATHERTON FLINT MI 48507 381357988 501 (C) (3) 34126 URBAN INITIATIVE WEISS ADVOCACY CENTER 515 EAST FLINT MI 48503 432031361 501 (C) (3) 54256 CASA-COURT APPOINTED SPECIAL ADVOCATE 30 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 1 11250 FAIR MARKET VALUE X 2 24768 FAIR MARKET VALUE X 1 390 FAIR MARKET VALUE X TICKETS 1 9500 FAIR MARKET VALUE X SUPPLIES 2 692 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 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 969,114. MANAGEMENT AND GENERAL EXPENSES 34,861. FUNDRAISING EXPENSES 67,267. TOTAL EXPENSES 1,071,242. PROGRAM SERVICES: PROGRAM SERVICE EXPENSES 376,209. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 376,209. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF TRUSTS HELD BY THIRD PARTY -33,367. PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST 71,276. FORM 990, PART XI, LINE 2C: PROCESS HAS NOT CHANGED FROM PRIOR YEAR