UNITED WAY OF MISSOULA COUNTY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF MISSOULA COUNTY (EIN 81-0287854)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-15
- IRS object ID
- 201412279349301211
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-15T07:16:21-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Randall Hensel and Company | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4325 | AddressLine1 |
| City | MISSOULA | City |
| State | MT | State |
| ZIP Code | 59806 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810287854 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF MISSOULA COUNTY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 4065496104 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7395 | AddressLine1 |
| City | Missoula | City |
| State | MT | State |
| ZIP Code | 598077395 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN HAY PATRICK | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 4065496104 | PhoneNum |
| Signature | 2014-07-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOREN W RANDALL CPA | PreparerPersonNm |
| Phone | 4067285539 | PhoneNum |
| Preparation | 2014-08-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUSAN HAY CRAMER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7395 | AddressLine1 |
| City | MISSOULA | City |
| State | MT | State |
| ZIP Code | 598077395 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,126,088 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.missoulaunitedway.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1931 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | COMMUNITY SUPPORT AND ASSISTANCE UNITED WAY OF MISSOULA COUNTY CREATES LASTING CHANGES IN COMMUNITY CONDITIONS BY SUPPORTING CRITICAL WORK TO IMPROVE EDUCATION, INCOME, HEALTH AND ACCESS TO BASIC HUMAN SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Volunteers | 225 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $913,872 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,049,974 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $19,668 | PYInvestmentIncomeAmt |
| CY Investment Income | $51,466 | CYInvestmentIncomeAmt |
| PY Other Revenue | $16,828 | PYOtherRevenueAmt |
| CY Other Revenue | $12,734 | CYOtherRevenueAmt |
| PY Total Revenue | $950,368 | PYTotalRevenueAmt |
| CY Total Revenue | $1,114,174 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $656,188 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $572,534 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $286,109 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $333,214 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $193,477 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $191,598 | PYOtherExpensesAmt |
| CY Other Expenses | $202,414 | CYOtherExpensesAmt |
| PY Total Expenses | $1,133,895 | PYTotalExpensesAmt |
| CY Total Expenses | $1,108,162 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$183,527 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,012 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,709,598 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,786,481 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $489,813 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $492,932 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,219,785 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,293,549 | NetAssetsOrFundBalancesEOYAmt |
| Mission | COMMUNITY SUPPORT AND ASSISTANCE | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $636,264 | ExpenseAmt |
| Grant | $572,534 | GrantAmt |
| Revenue | $12,573 | RevenueAmt |
| Desc | GRANTS ARE MADE TO 501(C)3 ORGANIZATIONS IN MISSOULA COUNTY, MONTANA, TO FURTHER GOALS IN THE FOLLOWING FOUR AREAS: EDUCATION, INCOME, HEALTH, AND EMERGENCY/BASIC NEEDS. THIS FUNDING ALIGNS WITH THE AGENCY'S LONGTIME FOCUS ON BUILDING A STRONGER, HEALTHIER COMMUNITY AND WITH THE 10-YEAR GOALS OF AGENCY'S NATIONAL AFFILIATE, UNITED WAY WORLDWIDE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $179,322 | ExpenseAmt |
| Revenue | $161 | RevenueAmt |
| Desc | AGENCY SERVES AS A CONVENER, BRINGING TOGETHER AND CREATING LONG-TERM RELATIONSHIPS WITH DIVERSE COMMUNITY INVESTORS. THROUGH THESE RELATIONSHIPS, AGENCY HELPS IDENTIFY PRESSING COMMUNITY HEALTH AND HUMAN-SERVICE NEEDS AND MARSHAL THE PEOPLE AND RESOURCES TO ADDRESS THEM. AGENCY IS LOOKED TO BY BUSINESS, LOCAL GOVERNMENT, NONPROFIT SECTOR AND GENERAL PUBLIC AS A CRITICAL PARTNER IN EFFORTS TO IMPROVE THE QUALITY OF LIFE FOR VULNERABLE PEOPLE IN MISSOULA COUNTY. AGENCY ALSO PROVIDES ASSISTANCE TO | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $815,586 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 19 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNKERMIER CLARK CAMPANELLA STEVENS PC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4065494148 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2620 CONNERY WAY | AddressLine1 |
| City | MISSOULA | City |
| State | MT | State |
| ZIP Code | 59808 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| SUSAN HAY CRAMER | ||||||
| CEO | 45.00 | Yes (X) | $80,770 | $0 | $6,888 | |
| LYNNE FOLAND | ||||||
| VICE PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JASON ERICKSON | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BILL ST JOHN | ||||||
| MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| SUSAN BROWN | ||||||
| MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| JAN SCHWEITZER | ||||||
| PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| WHITNEY MAPHIS | ||||||
| MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| JANNA LUNDQUIST | ||||||
| MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| RICHARD REINGOLD | ||||||
| MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| DWIGHT SCHULTE | ||||||
| MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| THOMAS SEVERSON | ||||||
| MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| MARY WINDECKER | ||||||
| MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| SHANNON FLANAGAN | ||||||
| MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| VICKI JUDD | ||||||
| MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| MELISSA MATASSA-STONE | ||||||
| MEMBER | 2 | Yes (X) | ||||
| JIM MCGOWAN | ||||||
| MEMBER | 2 | Yes (X) | ||||
| MARK WAKAI | ||||||
| MEMBER | 2 | Yes (X) | ||||
| ALEX APOSTLE | ||||||
| MEMBER | 2 | Yes (X) | ||||
| DALE BICKELL | ||||||
| MEMBER | 2 | Yes (X) | ||||
| COREY RATHS | ||||||
| MEMBER | 2 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $80,770 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $6,888 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,049,974 | AllOtherContributionsAmt |
| Total Contributions | $1,049,974 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,466 | TotalRevenueColumnAmt |
| Exclusion | $51,466 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $12,075 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,914 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $161 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $161 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $161 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST RECOVERY FEES | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $12,573 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,573 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $12,573 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,114,174 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,734 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $51,466 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $572,534 | TotalAmt |
| Program Services | $572,534 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,658 | TotalAmt |
| Program Services | $33,310 | ProgramServicesAmt |
| Management And General | $18,408 | ManagementAndGeneralAmt |
| Fundraising | $35,940 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,531 | TotalAmt |
| Program Services | $78,636 | ProgramServicesAmt |
| Management And General | $43,320 | ManagementAndGeneralAmt |
| Fundraising | $84,575 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230 | TotalAmt |
| Program Services | $88 | ProgramServicesAmt |
| Management And General | $48 | ManagementAndGeneralAmt |
| Fundraising | $94 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,203 | TotalAmt |
| Program Services | $4,637 | ProgramServicesAmt |
| Management And General | $2,563 | ManagementAndGeneralAmt |
| Fundraising | $5,003 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,592 | TotalAmt |
| Program Services | $10,105 | ProgramServicesAmt |
| Management And General | $5,584 | ManagementAndGeneralAmt |
| Fundraising | $10,903 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,195 | TotalAmt |
| Program Services | $7,294 | ProgramServicesAmt |
| Management And General | $4,031 | ManagementAndGeneralAmt |
| Fundraising | $7,870 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,320 | TotalAmt |
| Program Services | $5,822 | ProgramServicesAmt |
| Management And General | $3,217 | ManagementAndGeneralAmt |
| Fundraising | $6,281 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,686 | TotalAmt |
| Program Services | $12,801 | ProgramServicesAmt |
| Management And General | $7,074 | ManagementAndGeneralAmt |
| Fundraising | $13,811 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,633 | TotalAmt |
| Program Services | $7,841 | ProgramServicesAmt |
| Management And General | $4,333 | ManagementAndGeneralAmt |
| Fundraising | $8,459 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,812 | TotalAmt |
| Program Services | $2,589 | ProgramServicesAmt |
| Management And General | $1,431 | ManagementAndGeneralAmt |
| Fundraising | $2,792 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,021 | TotalAmt |
| Program Services | $2,288 | ProgramServicesAmt |
| Management And General | $1,264 | ManagementAndGeneralAmt |
| Fundraising | $2,469 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,346 | TotalAmt |
| Program Services | $4,311 | ProgramServicesAmt |
| Management And General | $2,383 | ManagementAndGeneralAmt |
| Fundraising | $4,652 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,692 | TotalAmt |
| Program Services | $4,063 | ProgramServicesAmt |
| Management And General | $2,245 | ManagementAndGeneralAmt |
| Fundraising | $4,384 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,307 | TotalAmt |
| Program Services | $4,297 | ProgramServicesAmt |
| Management And General | $2,374 | ManagementAndGeneralAmt |
| Fundraising | $4,636 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,655 | TotalAmt |
| Program Services | $1,009 | ProgramServicesAmt |
| Management And General | $558 | ManagementAndGeneralAmt |
| Fundraising | $1,088 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ALLOWANCE FOR UNCOLLECTIBLE | $63,479 | $63,479 | $0 | $0 |
| EQUIPMENT RENTAL/MAINT | $1,268 | $482 | $266 | $520 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,108,162 | TotalAmt |
| Program Services | $815,586 | ProgramServicesAmt |
| Management And General | $99,099 | ManagementAndGeneralAmt |
| Fundraising | $193,477 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,750 | BOYAmt |
| EOY | $108,221 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,074 | BOYAmt |
| EOY | $1,173 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $430,757 | BOYAmt |
| EOY | $393,944 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,271 | BOYAmt |
| EOY | $37,170 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,344 | BOYAmt |
| EOY | $5,102 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $451,076 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $42,946 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $413,799 | BOYAmt |
| EOY | $408,130 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $715,603 | BOYAmt |
| EOY | $832,741 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,709,598 | BOYAmt |
| EOY | $1,786,481 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,702 | BOYAmt |
| EOY | $22,262 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,599 | BOYAmt |
| EOY | $70,163 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,144 | BOYAmt |
| EOY | $1,144 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $372,368 | BOYAmt |
| EOY | $364,358 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $35,005 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $489,813 | BOYAmt |
| EOY | $492,932 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,767 | BOYAmt |
| EOY | $378,967 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $430,757 | BOYAmt |
| EOY | $402,321 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $507,261 | BOYAmt |
| EOY | $512,261 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,219,785 | BOYAmt |
| EOY | $1,293,549 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,709,598 | BOYAmt |
| EOY | $1,786,481 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,012 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $72,946 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$5,194 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,048,262 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,186,044 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,073,351 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $913,872 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,049,974 | CurrentTaxYearAmt |
| Total | $5,271,503 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,048,262 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,186,044 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,073,351 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $913,872 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,049,974 | CurrentTaxYearAmt |
| Total | $5,271,503 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $5,271,503 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,230 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,779 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,566 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,668 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,466 | CurrentTaxYearAmt |
| Total | $124,709 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,396,212 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $63,023 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97690 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98150 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $716,485 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $124,527 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $7,797 | AdministrativeExpensesAmt |
| End Year Balance | $833,215 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $664,860 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $80,733 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $21,750 | OtherExpendituresAmt |
| Administrative Expenses | $7,358 | AdministrativeExpensesAmt |
| End Year Balance | $716,485 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $656,396 | BeginningYearBalanceAmt |
| Contributions | $11,180 | ContributionsAmt |
| Investment Earnings Or Losses | $4,202 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $6,918 | AdministrativeExpensesAmt |
| End Year Balance | $664,860 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $591,255 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $71,258 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $6,117 | AdministrativeExpensesAmt |
| End Year Balance | $656,396 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $494,732 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $101,206 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $4,683 | AdministrativeExpensesAmt |
| End Year Balance | $591,255 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.61000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.39000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,000 | OtherCostOrOtherBasisAmt |
| Book Value | $72,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $344,316 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,610 | DepreciationAmt |
| Book Value | $330,706 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,760 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,336 | DepreciationAmt |
| Book Value | $5,424 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $408,130 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LINE OF CREDIT | Desc |
| Amt | $35,005 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $35,005 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,116,354 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $72,946 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $72,946 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,043,408 | RevenueSubtotalAmt |
| Other Revenues Not Included | $70,766 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $70,766 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,114,174 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,037,145 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $11,914 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $11,914 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,025,231 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $82,680 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $82,680 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,107,911 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt XI Line 4b | DESIGNATED PLEDGES $82,680, RENTAL EXPENSE $11,914 |
| Pt XII Line 2d | RENTAL EXPENSE $11,914 |
| Pt XII Line 4b | DESIGNATED PLEDGES $82,680 |
| Pt V Line 4 | THE AGENCY'S ENDOWMENT WAS FORMED TO MAXIMIZE TOTAL RETURN CONSISTENT WITH A PRUDENT LEVEL OF RISK, TO ENSURE THE CONTINUED SUCCESS OF THE CHARITABLE PURPOSES OF UNITED WAY OF MISSOULA COUNTY. |
| Pt X Line 2 | Provisions for income taxes have not been recorded in these financial |
| Pt X Line 2 | statements because the Agency believes it had no income unrelated to its exempt purposes in 2013 or 2012. With few exceptions, the Agency is no longer subject to U.S. federal or state tax examinations by tax authorities for years before 2010 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (20 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS | |||||||
| 1520 S RUSSELL | MISSOULA | MT | 59801 | 816023638 | 501C3 | $10,119 | PROGRAM COST |
| COURT APPT SPECIAL ADVOCATES | |||||||
| PO BOX 7433 | MISSOULA | MT | 59807 | 810482945 | 501C3 | $8,006 | PROGRAM COST |
| FIRST STEP RESOURCE CENTER | |||||||
| 500 W BROADWAY | MISSOULA | MT | 59802 | 810231793 | 501C3 | $12,464 | PROGRAM COST |
| FLAGSHIP PROGRAM | |||||||
| 1325 WYOMING ST | MISSOULA | MT | 59801 | 810307814 | 501C3 | $33,434 | PROGRAM COST |
| GARDEN CITY HARVEST | |||||||
| PO BOX 205 | MISSOULA | MT | 59806 | 810210580 | 501C3 | $8,854 | PROGRAM COST |
| HOMEWORD | |||||||
| 1535 LIBERTY LANE 116A | MISSOULA | MT | 59808 | 810522626 | 501C3 | $9,312 | PROGRAM COSTS |
| HUMAN RESOURCE COUNCIL | |||||||
| 1801 S HIGGINS AVE | MISSOULA | MT | 59801 | 810332017 | 501C3 | $25,907 | PROGRAM COST |
| MISSOULA AGING SERVICES | |||||||
| 337 STEPHENS AVE | MISSOULA | MT | 59801 | 810379543 | 501C3 | $69,519 | PROGRAM COST |
| MISSOULA FOOD BANK | |||||||
| 219 S THIRD ST W | MISSOULA | MT | 59801 | 810414143 | 501C3 | $22,954 | PROGRAM COST |
| MOUNTAIN HOME MONTANA | |||||||
| 2606 SOUTH AVE W | MISSOULA | MT | 59801 | 810520628 | 501C3 | $21,105 | PROGRAM COST |
| NCBI | |||||||
| 1280 S 3RD ST W | MISSOULA | MT | 59801 | 810526099 | 501C3 | $7,439 | PROGRAM COST |
| OPEN AID ALLIANCE | |||||||
| 500 N HIGGINS 100 | MISSOULA | MT | 59802 | 363652244 | 501C3 | $8,839 | PROGRAM COST |
| PARTNERSHIP HEALTH CENTER | |||||||
| 323 W ALDER | MISSOULA | MT | 59802 | 363843543 | 501C3 | $36,218 | PROGRAM COST |
| POVERELLO CENTER | |||||||
| PO BOX 7644 | MISSOULA | MT | 59807 | 237439391 | 501C3 | $71,065 | PROGRAM COST |
| THE PARENTING PLACE | |||||||
| PO BOX 3805 | MISSOULA | MT | 59806 | 810408016 | 501C3 | $24,287 | PROGRAM COST |
| WATSON CHILDREN'S SHELTER | |||||||
| 4978 BUCKHOUSE LANE | MISSOULA | MT | 59804 | 810369020 | 501C3 | $12,086 | PROGRAM COST |
| WOMENS OPPORTUNITY AND RESOURCE DEV | |||||||
| 2525 PALMER STE 1 | MISSOULA | MT | 59808 | 810362732 | 32850 | $32,850 | PROGRAM COST |
| YOUTH HOMES INC | |||||||
| PO BOX 7616 | MISSOULA | MT | 59807 | 810331313 | 501C3 | $35,416 | PROGRAM COST |
| YWCA | |||||||
| 1130 W BROADWAY | MISSOULA | MT | 59802 | 810245851 | 501C3 | $52,212 | PROGRAM COST |
| BITTERROOT YOUTH HOME | |||||||
| PO BOX 7616 | MISSOULA | MT | 59807 | 810331313 | 501C3 | $10,000 | PROGRAM COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 20 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt I Line 2 | ORGANIZATIONS RECEIVING DISCRETIONARY GRANT FUNDING UNDERGO INTENSIVE PRE-SCREENING. |
| Pt I Line 2 | DURING THE APPLICATION PROCESS, APPLICANTS DESCRIBE THE PROPOSED USE OF FUNDS AND THE |
| Pt I Line 2 | PROJECTED RESULTS FROM THEIR USE. PRE-SCREENING ALSO INCLUDES FINANCIAL REVIEW OF THE |
| Pt I Line 2 | ORGANIZATION AND ITS FISCAL POLICIES, SITE VISITS THAT INCLUDE INTERVIEWS WITH KEY LEADERSHIP, |
| Pt I Line 2 | VERIFICATION OF COMPLIANCE WITH THE PATRIOT ACT, AND VERIFICATION OF IRS 501(C)3 STATUS. |
| PT I LINE 2 | ORGANIZATIONS ARE REQUIRED TO PROVIDE SEMI-ANNUAL PROGRESS REPORTS ADDRESSING |
| PT I LINE 2 | GOALS STATED IN THEIR ORIGINAL APPLICATIONS. ORGANIZATIONS ARE REQUIRED TO PROVIDE A |
| PT I LINE 2 | FINAL REPORT AT THE END OF THE GRANT CYCLE VERIFYING FUNDING HAS BEEN USED |
| PT I LINE 2 | FOR THE PURPOSES INTENDED. THE RESULTS ARE COMPARED TO THE PROPOSED RESULTS |
| PT I LINE 2 | DESCRIBED IN THE ORIGINAL APPLICATION. ORGANIZATIONS RECEIVING DONOR-DESIGNATED CONTRIBUTIONS |
| PT I LINE 2 | UNDERGO SCREENING PRIOR TO DISTRIBUTION OF FUNDING, INCLUDING VERIFICATION OF |
| PT I LINE 2 | COMPLIANCE WITH THE PATRIOT ACT AND VERIFICATION OF IRS 501(C)3 STATUS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (27 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | THE BOARD TREASURER REVIEWS THE IRS FORM 990. STAFF MEET |
| Pt VI, Line 11b | WITH THE TREASURER TO REVIEW, DISCUSS, AND EDIT, IF NECESSARY |
| Pt VI, Line 11b | THE DRAFT OF THE 990 PRIOR TO ITS APPROVAL BY THE BOARD OF |
| Pt VI, Line 11b | DIRECTORS AND FILING WITH THE IRS. |
| Pt VI, Line 12c | ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST MUST BE DISCLOSED |
| Pt VI, Line 12c | AS SOON AS THE MEMBER IS AWARE OF THE CONFLICT. THE MEMBER |
| Pt VI, Line 12c | WILL RETIRE FROM ALL DELIBERATIONS AND NOT PARTICIPATE IN VOTING |
| Pt VI, Line 12c | IN CONNECTION WITH THE MATTER. EACH BOARD MEMBER ANNUALLY |
| Pt VI, Line 12c | REVIEWS THE AGENCY'S CODE OF VALUES AND ETHICS AND DISCLOSES |
| Pt VI, Line 12c | IN WRITING ANY CONFLICTS OF INTEREST OF WHICH THEY ARE AWARE. |
| Pt VI, Line 15a | THE EXECUTIVE COMMITTEE DETERMINES THE CEO COMPENSATION USING |
| Pt VI, Line 15a | COMPARABLE SALARY DATA FROM UNITED WAY WORLDWIDE FOR CEO |
| Pt VI, Line 15a | SALARIES OF METRO IV UNITED WAYS (THOSE RAISING SIMILAR |
| Pt VI, Line 15a | AMOUNTS OF FUNDS), NATIONALLY AND REGIONALLY. THE FULL |
| Pt VI, Line 15a | BOARD PARTICIPATES IN THE CEO'S PERFOMANCE REVIEW BY |
| Pt VI, Line 15a | PROVIDING FEEDBACK TO THE PRESIDENT; THE PRESIDENT AND EXECUTIVE |
| Pt VI, Line 15a | COMMITTEE COMPLETE AN EVALUATION FORM AND THE CEO COMPLETES A |
| Pt VI, Line 15a | SELF-EVALUATION. THE PRESIDENT AND THE EXECUTIVE |
| Pt VI, Line 15a | COMMITTEE THEN MEET WITH THE CEO TO REVIEW THE RESULTS. |
| Pt VI, Line 15a | THE RESULTS ARE THEN REPORTED TO THE BOARD. |
| Pt VI, Line 15a | ALL SALARY INCREASES ARE PERFORMANCE-BASED. |
| Pt VI, Line 15a | THE CEO HAS ACCEPTED ONE SALARY INCREASE SINCE ASSUMING THIS |
| Pt VI, Line 15a | POSITION IN 2006. |
| Pt VI, Line 19 | GOVERNING DOCUMENTS, POLICIES, AND AUDITED FINANCIAL |
| Pt VI, Line 19 | STATEMENTS ARE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS |
| Pt VI, Line 19 | ARE PUBLISHED IN THE ANNUAL REPORT AND ON WEBSITE. |
| Part XI, Line 9 | CHANGE IN ACCOUNTING POLICY |
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