2015-12-18T07:45:52-06:00 2015-08-31 521999052 ASKEY ASKEY & ASSOCIATES CPA LLC PO BOX 662 LEONARDTOWN MD 206500662 990 2014-09-01 521356960 UNITED WAY OF CHARLES COUNTY INC UNIT 3016094844 PO BOX 2141 LA PLATA MD 20646 MIKE BELLIS EXECUTIVE DIRECTOR 3016094844 2015-12-17 CATHERINE A ASKEY P00059612 3014755671 2015-12-17 2014 2016-04-25 22:37:26Z MIKE BELLIS PO BOX 2141 LAPLATA MD 20646 599223 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. 13 13 3 125150 0 540008 525449 0 925 1004 52156 48763 593089 575216 22048 109502 0 117341 116129 0 64616 381253 358025 520642 583656 72447 -8440 521343 515744 155175 158769 366168 356975 CONDUCTING FUNDRAISING CAMPAIGNS IN CHARLES COUNTY, MD AND DISTRIBUTING FUNDS COLLECTED TO PARTNER AGENCIES AND OTHER NON-PROFITS THROUGH DESIGNATIONS OR GRANTS. false false 480967 109502 CONDUCTING FUNDRAISING CAMPAIGNS IN CHARLES COUNTY, MD AND DISTRIBUTING FUNDS COLLECTED TO MEMBER AND NUMEROUS NON-MEMBER AGENCIES. 480967 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 1 0 3 true false false false false false true true false false false false false false X 13 13 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 EARLE KNAPP TREASURER/IN 17.50 X X 7444 0 0 CRYSTAL JACKSON DIRECTOR 3.00 X 0 0 0 STACEY COOK SECRETARY 3.00 X X 0 0 0 EILEEN MINNICK PAST CHAIRPE 3.00 X X 0 0 0 TERRIE HORSTKAMP CHAIRPERSON 3.00 X X 0 0 0 JUDY SCHROEDER DIRECTOR 3.00 X 0 0 0 GILBERT BOWLING CHAIRPERSON 3.00 X 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 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 CHRISTOPHER RIPLEY DIRECTOR 3.00 X 0 0 0 YVETTE TITUS DIRECTOR 3.00 X 0 0 0 LINDA SCHLEIP DIRECTOR 3.00 X 0 0 0 MICHAEL BELLIS EXECUTIVE DI 40.00 X 4154 0 0 11598 false false false 209038 15380 301031 15380 525449 1004 1004 17388 17388 17388 17388 35131 15380 24007 11124 MISCELLANEOUS INCOME 10671 10671 ADMINISTRATIVE FEE DESIGNATED 9580 9580 20251 575216 38643 109502 109502 54508 26402 6303 21803 43134 21566 4314 17254 2900 1450 290 1160 8596 4275 902 3419 6991 3495 700 2796 13400 320 13080 520 260 104 156 2210 1197 1013 10088 7204 905 1979 21307 10654 4261 6392 872 298 19 555 2691 2691 3707 850 2008 849 1519 1519 DESIGNATIONS TO AGENCIES 279781 279781 EQUIPMENT RENTAL & MAINT. 13183 5273 2637 5273 PROGRAM EXPENSE 3619 3619 TELEPHONE 2833 1196 567 1070 2295 934 464 897 583656 480967 38073 64616 1110 21505 297304 287441 138557 126404 2537 3019 93398 39256 57849 54142 23986 23233 521343 515744 152957 147230 3765 2218 7774 155175 158769 X 294713 323322 61455 23653 10000 10000 366168 356975 521343 515744 -8440 -753 X false true X true false X 634914 704239 552747 540008 525449 2957357 45184 45184 47062 48945 56475 242850 680098 749423 599809 588953 581924 3200207 3200207 20248 20498 17676 17250 18392 94064 80518 88037 89293 67873 55382 381103 3675374 381103 0.87070 0.87270 X PART II, LINE 10 SPECIAL EVENTS 306,982 OTHER REVENUE 74,121 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23986 -753 23233 21140 2846 23986 19580 1560 21140 9171 10000 409 19580 10000 -829 9171 0.57000 0.43000 true false 79666 26406 53260 13732 12850 882 54142 362918 -753 56475 55722 307196 268020 268020 575216 372111 56475 11761 68236 303875 279781 279781 583656 SCHEDULE D, PAGE 4, PART XI, LINE 4B AMOUNTS DESIGNATED BY DONORS 279,781 SPECIAL EVENT DIRECT EXPENSES -11,761 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENT EXPENSES 11,761 SCHEDULE D, PAGE 4, PART XII, LINE 4B AMOUNTS DESIGNATED BY DONORS 279,781 All States GOLF TOURNAMENT 50511 15380 35131 15380 7800 269 558 50511 15380 35131 15380 7800 269 558 24007 11124 true CATHOLIC CHARITIES OF THE ARCHDIO 924 G ST NW WASHINGTON DC 20001 530196524 3 5045 FOOD & HOUSING CENTER FOR CHILDREN INC PO BOX 2924 LAPLATA MD 20646 521631026 3 14129 YOUTH PROGRAM CHARLES COUNTY CHILDREN'S AID SOCIE 3000 HUNTINGTON CIRCLE WALDORF MD 20602 520610536 3 10045 PROGRAM COSTS CHARLES COUNTY LITERACY COUNCIL 10250 LA PLATA ROAD LA PLATA MD 20646 521525917 3 7100 LITERACY OUTREACH GREATER BADEN MEDICAL SERVICES 7450 ALBERT RD 3RD FLOOR BRANDYWINE MD 206133035 520961414 3 5825 EDUCATION PROGRAM HEALTH PARTNERS INC PO BOX 1865 WALDORF MD 20604 521767044 3 19505 MEDICAL & DENTAL SPRING DELL CENTER 6040 RADIO STATION ROAD LA PLATA MD 20646 520853629 3 7045 PROGRAM COSTS TRI-COUNTY YOUTH SERVICES BUREAU PO BOX 1798 WALDORF MD 20604 521384775 3 6025 YOUTH COUNSELING COMMUNITY CRISIS AND REFERRAL CENTE 2670 CRAIN HIGHWAY WALDORF MD 20601 521280683 3 12303 CRISIS & PREVENTION MELWOOD 5606 DOWER HOUSE ROAD UPPER MARLBORO MD 20722 520857690 3 5625 REHAB FOR VETERANS 10 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 EXECUTIVE DIRECTOR 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 EXECUTIVE DIRECTOR 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 EXECUTIVE DIRECTOR 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 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 -279,781 SPECIAL EVENT DIRECT EXPENSES 11,761 SPECIAL EVENT EXPENSES -11,761 AMOUNTS DESIGNATED BY DONORS 279,781 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