2014-04-15T12:47:52-05:00 2013-06-30 381357951 PLANTE & MORAN PLLC 111 E COURT ST SUITE 1A FLINT MI 485021649 990 2012-07-01 381359516 UNITED WAY OF GENESEE COUNTY UNIT 8102328121 PO BOX 949 FLINT MI 48501 JAMES GASKIN 8102328121 2014-04-16 1 TADD HARBURN P00099166 8107675350 2012 2015-11-30 17:44:51Z JAMES GASKIN PO BOX 949 FLINT MI 48501 5185149 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 MANY 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. 14 14 18 245 0 0 4971182 4796963 116396 167897 122821 140576 8210 21377 5218609 5126813 1135767 1323480 0 0 1269388 1171562 0 0 419042 2605142 2107702 5010297 4602744 208312 524069 8605378 8775352 1986345 1472470 6619033 7302882 UNITE PEOPLE, DEVELOP RESOURCES AND CREATE SOLUTIONS. OUR VISION IS TO BUILD A STRONGER FLINT AND GENESEE COUNTY BY MOBILIZING OUR COMMUNITY TO IMPROVE PEOPLE'S LIVES. 0 0 2225396 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 1323480 1323480 167897 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. 3548876 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 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 91 1 1 18 0 0 0 0 0 0 1 1 0 0 0 0 X 14 14 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 MI X X SHARON S CECI 8107625828 328 S SAGINAW ST FLINT MI 48502 RUDY ARMSTRONG 1.00 X 0 0 0 RAUL GARCIA 1.00 X 0 0 0 RANDY WISE 1.50 X X 0 0 0 LAURIE PROCHAZKA 1.50 X X 0 0 0 MARCY GARCIA 1.50 X 0 0 0 LARRY ROEHRIG 1.00 X 0 0 0 DAVID SOLIS 1.00 X 0 0 0 KAREN TOLER 1.00 X 0 0 0 AARON WHITSON 2.00 X 0 0 0 GREG WALLER 2.00 X X 0 0 0 CHRISTOPHER WISE 1.00 X 0 0 0 STEVE DAWES 1.00 X 0 0 0 AMY FARMER 2.00 X 0 0 0 GREG VIENER 2.50 X X 0 0 0 RAVI YALAMANCHI 1.00 X 0 0 0 MARCIA FRANKS 1.00 X 0 0 0 KEELY MOUNGER 1.00 X 0 0 0 NORWOOD JEWELL 1.00 X 0 0 0 JERRY W LEMAN 36.30 X 79999 0 0 SHARON S CECI 25.00 X 34888 0 0 JAMIE GASKIN 37.50 X 0 0 0 114887 0 0 0 0 0 0 0 114521 7230 4675212 30372 4796963 OTHER PROGRAM REVENUE 900099 90784 90784 SERVICE FEES 561000 77113 77113 167897 99797 99797 89271 48492 40779 40779 40779 31221 7230 9844 21377 21377 5126813 167897 0 161953 X 1323480 1323480 156623 76390 37051 43182 649024 357058 139925 152041 13234 7529 2861 2844 282454 153522 79765 49167 70227 34272 17276 18679 4487 4487 29900 15743 6594 7563 771541 604996 111039 55506 146599 74459 20852 51288 101275 66324 20476 14475 20557 12158 5252 3147 57636 34103 11290 12243 12185 12185 8454 4573 1916 1965 13619 7368 3086 3165 FOUNDATION GRANT EXPENS 718973 718973 FORGIVENESS OF DEBT 113886 113886 BANK CHARGES 71693 31905 39788 DUES AND PUBLICATIONS 16248 380 15404 464 20649 13458 3878 3313 4602744 3548876 634826 419042 4705 3750 5101113 4565391 832985 735668 285252 184320 37243 40739 8472 19234 32267 1650822 2548509 711267 668204 8605378 8775352 671835 390401 300000 0 1014510 1082069 1986345 1472470 X 4652594 5056777 1333193 1601386 633246 644719 6619033 7302882 8605378 8775352 X 524069 118725 41055 X X 0 1 X 1 1 1 X 9379704 4125833 5143813 4971182 4796963 28417495 9379704 4125833 5143813 4971182 4796963 28417495 4556397 23861098 142986 82651 80266 94847 99797 500547 22000 22000 28940042 700775 0.82450 0.81600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 966032 29898 995930 1040211 -74179 966032 928272 111939 1040211 868372 59900 928272 1072464 -204092 868372 1.00000 1 0 40739 8472 32267 32267 BENEFICIAL INTEREST HELD BY THIRD PARTY 644719 PROMISES TO GIVE 23485 668204 POSTRETIREMENT BENEFIT OBLIGATIONS 1082069 1082069 X 5109243 118725 118725 4990518 136295 136295 5126813 4454976 0 4454976 147768 147768 4602744 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 2013 AND 2012. ACCORDINGLY, NO TAX EXPENSE WAS INCURRED DURING THE YEARS ENDED JUNE 30, 2013 AND 2012. 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, 2013 AND 2012, 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 2010. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 147,768. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -11,473. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 147,768. GM DINNER DANCE 15287 3125 12162 300 1144 BLACK FRIDAY EVENT 5220 550 4670 4 17944 3555 14389 3210 5190 38451 7230 31221 300 1144 3210 5190 9844 21377 1 AMERICAN RED CROSS 1401 S GRAND TRAVERSE FLINT MI 48503 530196605 501 (C) (3) 91865 PUBLIC SUPPORT BIG BROTHERS BIG SISTERS OF FLINT 410 SECOND FLINT MI 48502 382259541 501 (C) (3) 72057 PUBLIC SUPPORT TALL PINE COUNCIL BOY SCOUTS 507 W ATHERTON FLINT MI 48507 381357988 501 (C) (3) 22241 PUBLIC SUPPORT CATHOLIC CHARITIES 910 CHIPPEWA FLINT MI 48503 381359243 501 (C) (3) 148999 PUBLIC SUPPORT SHELTER OF FLINT 902 E SIXTH ST FLINT MI 48503 382620824 501 (C) (3) 29010 PUBLIC SUPPORT FAMILY SERVICE AGENCY 1422 W COURT FLINT MI 48503 381360539 501 (C) (3) 117974 PUBLIC SUPPORT JEWISH COMMUNITY SERVICES 619 WALLENBERG FLINT MI 48502 382752384 501 (C) (3) 19340 PUBLIC SUPPORT VOCATIONAL INDEPENDENCE PROGRAM G5069 VANSLYKE FLINT MI 48507 381558541 501 (C) (3) 29010 PUBLIC SUPPORT LEGAL SERVICES OF EASTERN MICHIGAN 436 S SAGINAW FLINT MI 48503 381958131 501 (C) (3) 65685 PUBLIC SUPPORT GIRL SCOUTS OF SOUTHEAST MICHIGAN 2300 AUSTIN PKWY FLINT MI 48507 381359207 501 (C) (3) 19340 PUBLIC SUPPORT RESOURCE GENESEE 1401 S GRAND TRAVERSE FLINT MI 48503 237355855 501 (C) (3) 132680 PUBLIC SUPPORT GENESEE COUNTY YOUTH CORP 914 CHURCH FLINT MI 48502 382299753 501 (C) (3) 40170 PUBLIC SUPPORT SALVATION ARMY 211 W KEARSLEY FLINT MI 48502 381370971 501 (C) (3) 98806 PUBLIC SUPPORT COMMUNICATION ACCESS CENTER 1505 W COURT FLINT MI 48502 381991687 501 (C) (3) 19340 PUBLIC SUPPORT YWCA 310 E THIRD FLINT MI 48502 381360597 501 (C) (3) 58020 PUBLIC SUPPORT GENESEE INTERMEDIATE SCHOOL DISTRICT 2284 BALLENGER STE A FLINT MI 48503 382722499 501 (C) (3) 48180 PUBLIC SUPPORT PRIORITY CHILDREN 924 CEDAR ST FLINT MI 48503 383086969 501 (C) (3) 9930 PUBLIC SUPPORT BOYS & GIRLS CLUB OF GREATER FLINT 3701 N AVERILL FLINT MI 48506 383381808 501 (C) (3) 38915 PUBLIC SUPPORT GENESEE CO CHILD CARE FUND 932 BEACH FLINT MI 48502 386004849 115 25000 PUBLIC SUPPORT FACT 2415 BAGLEY FLINT MI 48504 562593271 501 (C) (3) 7500 PUBLIC SUPPORT WEISS ADVOCACY CENTER 515 EAST FLINT MI 48503 432031361 501 (C) (3) 14505 PUBLIC SUPPORT COMMUNITY HEALTH CHARITIES OF MICHIGAN PO BOX 4900 TROY MI 48099 132379678 501 (C) (3) 9880 DONOR DESIGNATION FOOD BANK OF EASTERN MICHIGAN 2310 LAPEER ROAD FLINT MI 48503 382379678 501 (C) (3) 28210 DONOR DESIGNATION AAHC 416 N SAGINAW ST STE 220 FLINT MI 48502 382810236 501 (C) (3) 8703 DONOR DESIGNATION CENTER FOR GERONTOLOGY 7280 S STATE RD GOODRICH MI 48438 382514708 501 (C) (3) 14505 DONOR DESIGNATION HOPE NETWORK NEW PASSAGES 1110 ELDON BAKER DR FLINT MI 48507 382242037 501 (C) (3) 11604 DONOR DESIGNATION METRO COMMUNITY DEVELOPMENT 503 S SAGINAW ST STE 810 FLINT MI 48503 383072010 501 (C) (3) 20000 DONOR DESIGNATION ANIMAL CHARITIES OF AMERICA PO BOX 45754 SAN FRANCISCO CA 94145 943193389 501 (C) (3) 6190 DONOR DESIGNATION FLUSHING COMMUNITY SCHOOLS 522 N MCKINLEY FLUSHING MI 48433 386001220 501 (C) (3) 9999 DONOR DESIGNATION 29 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 17730 FAIR MARKET VALUE X SUPPLIES 5 12642 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 B, LINE 11 FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE & HUMAN RESOURCES AND CEO PRIOR TO FILING. IT IS THEN REVIEWED WITH THE FINANCE COMMITTEE AND BOARD OF DIRECTORS AFTER 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. OTHER FEES FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 604,996. MANAGEMENT AND GENERAL EXPENSES 111,039. FUNDRAISING EXPENSES 55,506. TOTAL EXPENSES 771,541. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST 29,582. CHANGE IN VALUE OF TRUSTS HELD BY THIRD PARTY 11,473. FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED FROM PRIOR YEAR