2015-05-12T13:59:12-05:00 2014-12-31 410746749 CLIFTONLARSONALLEN LLP 2301 VILLAGE DRIVE ST JOSEPH MO 64506 990 2014-01-01 440547802 UNITED WAY OF GREATER ST JOSEPH UNIT 8163642381 PO BOX 188 ST JOSEPH MO 64502 DENNIS ROSONKE TREASURER 8163642381 2015-05-12 1 TIM REYNOLDS CPA P00742849 8162328441 2014 2016-03-07 17:11:31Z KYLEE STROUGH PO BOX 188 ST JOSEPH MO 64502 3518030 0 X WWW.STJOSEPHUNITEDWAY.ORG X 1916 MO TO IMPROVE LIVES THROUGH THE CARING POWER OF COMMUNITY. 32 32 10 660 0 0 2747280 3057625 51488 60738 794788 311542 67975 71928 3661531 3501833 2421855 2348139 0 0 411950 419601 0 0 144095 266047 303505 3099852 3071245 561679 430588 10069870 10347824 2709020 2590359 7360850 7757465 X THE MISSION OF THE UNITED WAY OF GREATER ST. JOSEPH IS TO IMPROVE LIVES THROUGH THE CARING POWER OF COMMUNITY. 0 0 2416656 2344801 19915 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 19 PARTNER AGENCIES. AMONG THE ACHIEVEMENTS IN 2014 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.-36 TEEN MOTHERS REMAINED IN SCHOOL OR AN ALTERNATIVE EDUCATIONAL PROGRAM THROUGHOUT PREGNANCY AND AFTER DELIVERY.-170 CHILDREN WITH A DISABILITY OR SPECIAL NEED AND THEIR FAMILIES RECEIVED 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.-101 ADULTS WITH DISABILITIES HELD JOBS THROUGH SHELTERED AND SUPPORTED EMPLOYMENT.-11,373 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. -$26,279,324 IN UNCOMPENSATED MEDICAL CARE WAS PROVIDED TO BUCHANAN COUNTY CHILDREN.-622 WOMEN RECEIVED MAMMOGRAMS OR WERE EDUCATED ABOUT GOOD BREAST HEALTH PRACTICES.UNITED WAY HEALTH EFFORTS FOR LOCAL PEOPLE (HELP) FUND RECIPIENTS ARE AWARDED GRANTS FOR UP TO $10,000 FOR LOCAL, HEALTH-RELATED PROGRAMS OR PROJECTS. 2014 RECIPIENTS WERE: SECOND HARVEST'S BACKPACK BUDDIES PROGRAM AND SOCIAL WELFARE BOARD'S DIABETES MANAGEMENT INITIATIVE. IN 2014, 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. COMMON NEEDS WERE DENTAL CARE AND RENTAL ASSISTANCE. THROUGH THE WORK OF UNITED WAY UNMET NEEDS, AREA PEOPLE WERE CONNECTED TO RESOURCES TO HELP THEM GAIN AND MAINTAIN STABILITY. 239297 3338 40823 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 2014 TAX SEASON, MORE THAN 1,100 INDIVIDUALS RECEIVED TAX ASSISTANCE THROUGH UNITED WAY PARTNER AGENCIES. PREPARERS FILED 212 EARNED INCOME TAX CREDIT RETURNS FOR A TOTAL OF $184,000, PLUS OVER $1.1 MILLION WERE RECEIVED LOCALLY THROUGH TAX REFUNDS. FREE TAX PREPARATION SERVICES HELP PEOPLE KEEP AND SAVE THEIR OWN MONEY. IN ADDITION, UNITED WAY SHARED A FINANCIAL EDUCATION CURRICULUM GEARED TOWARDS ELEMENTARY-AGE CHILDREN FOR AGENCIES TO IMPLEMENT IN THEIR PROGRAMS.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 2014, 28 COMMUNITY MEMBERS COMPLETED THE PROGRAM, BRINGING THE TOTAL NUMBER OF PROGRAM GRADUATES TO 775 SINCE 1982. DURING THE YEAR, PARTICIPANTS LEARNED AND PRACTICED PROJECT DEVELOPMENT RELATED TO ESSENTIAL LEADERSHIP SKILLS. THE CLASS WAS DIVIDED INTO FIVE 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 ENCOURAGE ALL ST. JOSEPH CITY OFFICES AND SCHOOLS TO MANDATE RECYCLING OF ALL ELIGIBLE MATERIALS; A PROJECT TO ADD DIRECTIONAL OR DISTANCE SIGNAGE ON THE URBAN TRAIL; PROPOSED GUIDELINES AND PROCESSES FOR A 5K EVENT TO BENEFIT THE YWCA VICTIM SERVICES PROGRAM; A PROPOSED SUMMER INTERN PROGRAM TO LEARN ABOUT ST. JOSEPH AND GET INVOLVED IN THE COMMUNITY; AND PLANS FOR ST. JOSEPH HABITAT FOR HUMANITY TO PLACE ALUMINUM CAN RECYCLING COTTAGES AT VARIOUS BUSINESS TO ENCOURAGE THE COMMUNITY TO LIVE MORE ECO-FRIENDLY AND ENVIRONMENTALLY AWARE. THE 2014 DISTINGUISHED LEADER AWARD WAS PRESENTED TO CLASS OF 2000 ALUMNA, LINDA BURNS.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 2014, 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 AND REQUIRED TRAINING AND EDUCATION. ALSO, UNITED WAY READING ADVENTURE, A SUMMER READING PROGRAM, WAS HELD AT FIVE SITES DURING 2014. ON AVERAGE, 90 VOLUNTEERS READ WITH 250 CHILDREN EACH WEEK. THE GOAL OF UNITED WAY READING ADVENTURE IS TO HELP ELEMENTARY AGE STUDENTS MAINTAIN THEIR READING SKILLS OVER THE SUMMER AND HELP BUILD THEIR HOME LIBRARIES THROUGH DONATED BOOKS. UNITED WAY PROFIT IN EDUCATION COMMITTEES ARE WORKING TO FURTHER THE IMPACT AND REACH OF THE STRATEGIC PLAN. A NEWLY FORMED COMMITTEE IS FOCUSING ON CONNECTING BUSINESS AND HUMAN RESOURCE EXPECTATIONS INTO THE CLASSROOM.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 SYSTEM THAT NURTURES OUR COMMUNITY'S YOUNGEST MEMBERS BY WORKING WITH PARENTS, CHILDCARE PROVIDERS, EARLY EDUCATION TEACHERS AND LOCAL BUSINESSES. DURING THE LAST SCHOOL YEAR, 293 INCOMING KINDERGARTENERS AND THEIR FAMILIES COMPLETED UNITED WAY KINDERCLUB. NINETY-FOUR PERCENT OF THEIR PARENTS SAID THEY FELT THEIR CHILD GAINED IMPORTANT SKILLS FROM THE PROGRAM. THIS PAST SUMMER, UNITED WAY SUCCESS BY 6 INSTALLED A PLAY PATH AT HYDE PARK. THIS ENHANCEMENT WILL HELP FAMILIES HAVE FUN WHILE LEARNING AT THE PARK. THE EDUCATION LEVEL OF EARLY EDUCATION 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 1,300 CLOCK HOURS OF TRAINING TO AREA CHILDCARE PROVIDERS AND EARLY EDUCATORS. IN ADDITION, UNITED WAY SUCCESS BY 6 AWAREDED 16 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 2014, MONTHLY CVRN (COMMUNITY VOLUNTEER RESOURCE NETWORK) MEETINGS WERE ATTENDED BY 21 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 SIXTH YEAR OF THE UNITED WAY STUFF THE BUS! SCHOOL SUPPLIES DRIVE BROUGHT TOGETHER HUNDREDS OF VOLUNTEERS WHO COLLECTED OVER 23,908 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. 89916 GENERAL ACTIVITIES OF THE UNITED WAY, WHICH CONTRIBUTE TO BUILDING COMMUNITY COALITIONS AND SUPPORTING COMMUNITY PLANNING, ARE ACCOUNTED FOR IN THE COMMUNITY BUILDING PROGRAM. 72690 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. 72690 2818559 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 10 1 0 0 0 0 0 0 0 0 0 0 X 32 32 1 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 BRAX DAVID BOARD MEMBER 1.00 X 0 0 0 BURKE THOMAS BOARD MEMBER 1.00 X 0 0 0 CAROLUS BRETT BOARD MEMBER - LEFT JANUARY 2014 1.00 X 0 0 0 CLINTON GEORGE BOARD MEMBER 1.00 X 0 0 0 CONNALLY CHRIS BOARD MEMBER - LEFT JANUARY 2014 1.00 X 0 0 0 CRIPE DAVID BOARD MEMBER 1.00 X 0 0 0 DALSING MICHAEL BOARD MEMBER 1.00 X 0 0 0 DIAL JAIME BOARD MEMBER - LEFT JANUARY 2014 1.00 X 0 0 0 EIMAN PATTI BOARD MEMBER 1.00 X 0 0 0 ELLIS BILL BOARD MEMBER - LEFT JANUARY 2014 1.00 X 0 0 0 GADDIE JENNI BOARD MEMBER 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 JOHNSTON STEVE 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 1.00 X 0 0 0 ROSONKE DENNIS BOARD MEMBER 1.00 X 0 0 0 RUCKER LAVELL BOARD MEMBER 1.00 X 0 0 0 STEELE DARREN BOARD MEMBER 1.00 X 0 0 0 TEWELL TOM BOARD MEMBER - LEFT JANUARY 2014 1.00 X 0 0 0 TITCOMB BILL BOARD MEMBER - LEFT JANUARY 2014 1.00 X 0 0 0 VARTABEDIAN DR ROBERT BOARD MEMBER 1.00 X 0 0 0 VEALE MIKE BOARD MEMBER - LEFT JANUARY 2014 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 WRIGHT SETH CHAIR 3.00 X X 0 0 0 MARTIN ROGER VICE CHAIR 2.00 X X 0 0 0 RYAN AMY SECRETARY 2.00 X X 0 0 0 HORN JASON TREASURER 2.00 X X 0 0 0 CAROLUS KATIE COMMUNITY INVESTMENT CO-CHAIR 2.00 X X 0 0 0 PRITCHETT ROBERT COMMUNITY INVESTMENT CO-CHAIR 2.00 X X 0 0 0 STEIN ADAM CAMAPAIGN CHAIR 3.00 X X 0 0 0 MEIERHOFFER TODD COMMUNITY INITIATIVES CHAIR 2.00 X X 0 0 0 BRADLEY ERIC MARKETING/COMMUNICATIONS CHAIR 2.00 X X 0 0 0 SEVERN BILL PAST CHAIR - LEFT JANUARY 2014 2.00 X X 0 0 0 STROUGH KYLEE PRESIDENT 50.00 X 84166 0 19363 84166 0 19363 0 0 0 0 0 33545 12250 3011830 23038 3057625 LEADERSHIP PROGRAMS 611430 31300 31300 FUNDRAISING SERVICES 813219 19915 19915 PROFIT IN EDUCATION 611710 5950 5950 SUCCESS BY 6 SEMINARS 611710 3573 3573 60738 113051 113051 72358 0 72358 72358 72358 198491 0 198491 198491 198491 13911 12250 16197 -2286 -2286 MISCELLANEOUS 900099 1856 1856 1856 3501833 60738 0 383470 2344801 2344801 3338 3338 103530 75577 12424 15529 258445 157244 44857 56344 8657 4069 2911 1677 23318 12614 4743 5961 25651 16384 4108 5159 19500 11980 3336 4184 36469 22963 6202 7304 2836 2127 315 394 13565 8459 404 4702 19034 13192 2110 3732 47173 28886 8197 10090 6290 3836 1032 1422 10571 8830 125 1616 33622 20657 5750 7215 47671 29292 8151 10228 11623 7235 1946 2442 PARENT AWARENESS MATERI 26870 26870 EQUIPMENT RENT AND MAIN 10013 6336 1630 2047 TRAINING 6242 6242 AWARDS (NON ASSISTANCE) 5445 5445 6581 2182 350 4049 3071245 2818559 108591 144095 1388657 799074 1542114 784659 2503158 2648526 7082 6885 878489 449149 474826 429340 4151039 5677319 2994 2021 10069870 10347824 2709020 2587959 2400 2709020 2590359 X 4301823 4553455 1146287 1289868 1912740 1914142 7360850 7757465 10069870 10347824 430588 -33973 0 X X 0 1 X 1 0 X 3352873 3467743 3263876 2747280 3057625 15889397 3352873 3467743 3263876 2747280 3057625 15889397 64311 15825086 179080 163661 184974 185540 185409 898664 11081 21225 13147 11782 15767 73002 16861063 280513 0.93860 0.94490 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS FUNDRAISING REVENUE - 2010 AMOUNT: $ 11,043. 2011 AMOUNT: $ 18,003. 2012 AMOUNT: $ 8,413. 2013 AMOUNT: $ 9,765. 2014 AMOUNT: $ 13,911. MISCELLANEOUS - 2010 AMOUNT: $ 38. 2011 AMOUNT: $ 3,222. 2012 AMOUNT: $ 4,734. 2013 AMOUNT: $ 2,017. 2014 AMOUNT: $ 1,856. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3356414 3633 147898 274541 3233404 2962119 15223 379072 3356414 2686304 4000 287039 15224 2962119 2677743 14000 -5439 2686304 2168256 265370 244117 2677743 0.08500 0.59200 0.32300 0 0 33400 33400 795038 413031 382007 50051 36118 13933 429340 3542392 -33973 74532 40559 3501833 0 3501833 3145777 74532 74532 3071245 0 3071245 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. CAMPAIGN DINNERS 26161 12250 13911 6593 9604 26161 12250 13911 6593 9604 16197 -2286 1 AMERICAN RED CROSS 401 NORTH 12TH STREET ST JOSEPH MO 64501 440545909 501C3 213863 GENERAL OPERATING COSTS BARTLETT CENTER 409 SOUTH 18TH ST JOSEPH MO 64501 237116216 501C3 32745 GENERAL OPERATING COSTS BIG BROTHERS AND BIG SISTERS 1202 SOUTH 28TH STREET ST JOSEPH MO 64507 436068464 501C3 33421 GENERAL OPERATING COSTS BOY SCOUTS-PONY EXPRESS COUNCIL 1704 BUCKINGHAM ST JOSEPH MO 64506 440546279 501C3 110149 GENERAL OPERATING COSTS CATHOLIC CHARITIES 902 EDMOND SUITE 204 ST JOSEPH MO 64501 430887779 501C3 112914 $92,914 FOR GENERAL OPERATING COSTS, $20,000 FOR TURNAROUND PROGRAM CHILDREN'S MERCY HOSPITAL 2401 GILLHAM ROAD KANSAS CITY MO 64108 440605373 501C3 27329 GENERAL OPERATING COSTS COMMUNITY MISSIONS CORPORATION 700 OLIVE STREET ST JOSEPH MO 64501 900180479 501C3 28104 GENERAL OPERATING COSTS FAMILY GUIDANCE CENTER 724 NORTH 22ND STREET ST JOSEPH MO 64501 440666362 501C3 281108 GENERAL OPERATING COSTS GIRL SCOUTS OF NE KS AND NW MO 3300 DALE AVENUE SUITE 105 ST JOSEPH MO 64506 430892926 501C3 11466 GENERAL OPERATING COSTS INTERFAITH COMMUNITY SERVICES 200 CHEROKEE ST JOSEPH MO 64504 440545910 501C3 426540 $424,631 FOR GENERAL OPERATING COSTS, $1,909 FOR UTILITY ASSISTANCE PROGRAM LEGAL AID OF WESTERN MISSOURI 106 SOUTH 7TH STREET 4TH FLOOR ST JOSEPH MO 64501 430824638 501C3 66979 GENERAL OPERATING COSTS NW MISSOURI COMMUNITY SERVICES 1203 NORTH 6TH STREET ST JOSEPH MO 64501 431496809 501C3 135240 GENERAL OPERATING COSTS SALVATION ARMY 622 MESSANIE ST JOSEPH MO 64501 440545998 501C3 119763 $104,263 FOR GENERAL OPERATING COSTS, AND $15,500 FOR PEST EXTERMINATION SECOND HARVEST (HELP FUND) 915 DOUGLAS ST JOSEPH MO 64505 431268319 501C3 7000 BACKPACK BUDDIES PROGRAM SOCIAL WELFARE BOARD (HELP FUND) 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 4324 GENERAL OPERATING COSTS ST JOSEPH HEALTH AND SAFETY COUNCIL 118 SOUTH 5TH LOWER LEVEL ST JOSEPH MO 64501 440548468 501C3 75457 $74,057 FOR GENERAL OPERATING COSTS, $1,400 FOR SAFETY ACRES PROGRAM THE CENTER 902 EDMOND SUITE 203 ST JOSEPH MO 64501 431615018 501C3 65623 GENERAL OPERATING COSTS UNITED CEREBRAL PALSY OF NORTHWEST MISSOURI 3303 FREDERICK AVENUE ST JOSEPH MO 64506 430909607 501C3 177104 GENERAL OPERATING COSTS YMCA 315 SOUTH 6TH ST JOSEPH MO 64501 440552491 501C3 155449 GENERAL OPERATING COSTS YWCA 304 NORTH 8TH ST JOSEPH MO 64501 440552219 501C3 251717 GENERAL OPERATING COSTS COMMUNITY ACTION PARTNERSHIP PO BOX 3068 ST JOSEPH MO 64503 430828262 501C3 704 UTILITY ASSISTANCE MARYVILLE COMMUNITY SERVICES PO BOX 328 MARYVILLE MO 64468 436063875 501C3 785 UTILITY ASSISTANCE UNITED SERVICES - KANSAS CITY 6323 MANCHESTER AVENUE KANSAS CITY MO 64133 431197168 501C3 17 UTILITY ASSISTANCE 24 0 COLLEGE SCHOLARSHIPS FOR EARLY CHILDHOOD PROFESSIONAL 6 1857 MEDICAL 1 120 HOUSING ASSISTANCE 4 1361 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. 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, 2014. THEREFORE, THERE IS NO FOOTNOTE REGARDING SUCH LIABILITY IN THE ORGANIZATION'S FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION A, LINE 2 KYLEE STROUGH SERVED ON THE MISSOURI WESTERN STATE UNIVERSITY BOARD OF GOVERNORS THROUGH MAY OF 2014 AND ROBERT VARTABEDIAN IS PRESIDENT OF MISSOURI WESTERN STATE UNIVERSITY. ALL BOARD MEMBERS AND THE KEY EMPLOYEES DISCLOSE THEIR BUSINESS RELATIONSHIPS EACH YEAR ON THE CONFLICT OF INTEREST POLICY. THESE ARE KEPT ON RECORD AT THE UNITED WAY OF GREATER ST. JOSEPH OFFICE. 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 WAY ORGANIZATIONS IN SIZE AND 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.