UNITED WAY OF MARQUETTE COUNTY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF MARQUETTE COUNTY (EIN 38-1358204)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-12-08
- IRS object ID
- 201423469349300027
- 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 | 2014-12-08T11:12:04-00:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMSON and PAQUETTE PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 W RIDGE ST SUITE 3 | AddressLine1 |
| City | MARQUETTE | City |
| State | MI | State |
| ZIP Code | 49855 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381358204 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF MARQUETTE COUNTY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 9062268171 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 EAST FAIR AVENUE PO BOX 73 | AddressLine1 |
| City | MARQUETTE | City |
| State | MI | State |
| ZIP Code | 49855 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dennis Smith | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2014-12-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK THOMSON | PreparerPersonNm |
| Phone | 9062261979 | PhoneNum |
| Preparation | 2014-12-08 | 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 | Barbara Meyer | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 East Fair Avenue PO Box 73 | AddressLine1 |
| City | Marquette | City |
| State | MI | State |
| ZIP Code | 49855 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $404,866 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UWMQT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | Focusing community resources to meet community needs the United Way of Marquette County works to advance the common good by connecting people with health and human care issues they are concerned about and to provide the oversight the community expects in creating lasting change in the lives in individuals and families. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 276 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $457,599 | PYContributionsGrantsAmt |
| CY Contributions Grants | $403,438 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,072 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,428 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $459,671 | PYTotalRevenueAmt |
| CY Total Revenue | $404,866 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $339,087 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $297,087 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $75,783 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $77,294 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $11,235 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $48,357 | PYOtherExpensesAmt |
| CY Other Expenses | $48,087 | CYOtherExpensesAmt |
| PY Total Expenses | $463,227 | PYTotalExpensesAmt |
| CY Total Expenses | $422,468 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,556 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$17,602 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $650,398 | TotalAssetsBOYAmt |
| Total Assets EOY | $594,108 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $328,482 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $287,665 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $321,916 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $306,443 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Focusing community resources to meet community needs the United Way of Marquette County works to advance the common good by connecting people with health and human care issues they are concerned about and to provide the oversight the community expects in creating lasting change in the lives in individuals and families. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $337,292 | ExpenseAmt |
| Desc | Fund Distribution - Through the community investment process, community volunteers, with the support of the United Way staff, perform an in-depth review of various local 501c3 non-profit agencies program proposals and meet with agency representatives to determine distribution of funds from the annual pledge drive. Agencies programs must address identified community needs, track program outcomes and achieve positive results in the following impact areas basic needs emergency food, clothing, shelter, youth programs, medical assisant/health care programs, and elderly citizens adults with disabilities. 25 programs were funded. United Way of Marquette County provides donors with a choice in its annual pledge drive. Contributions can be designated to a specific 501c3 health and human service organization serving Marquette County or contributions can be undesignated and allocated to agencies via the review process. United Way cannot guarantee how undesignated funds will be used. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $61,197 | ExpenseAmt |
| Desc | Community Building - Through staff participation in local business leader gatherings, nonprofit agency meetings and other collaborative partnerships, community issues and priorities are uncovered resulting in the identification of health and human service critical issues, resources that currently exist and resources that are missing in addressing the needs in our community to improve peoples lives. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $398,489 | 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 | false | 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 |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 2 | 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 |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | 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 | false | LocalChaptersInd |
| 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 | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Barbara Meyer | PersonNm |
| Phone | 9062268171 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 East Fair Avenue | AddressLine1 |
| City | Marquette | City |
| State | MI | State |
| ZIP Code | 49855 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Dennis Smith | ||||||
| President | 001.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Kathy Maki | ||||||
| Vice-President | 001.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Diane Giddens | ||||||
| Secretary | 001.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Ward Rantala | ||||||
| Treasurer | 001.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Kevin Manninen | ||||||
| Immediate Past President | 001.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Michele Moran | ||||||
| Community Investment Committee Chair | 001.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Rob Jamros | ||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Linda St Arnauld | ||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Tom Blake | ||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Gabriel Seelen | ||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Karen Wuokko | ||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |
| John Basse | ||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Richard Graybill | ||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Debbie Hatcher | ||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Kara Katona | ||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Hugh Miller | ||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Stu Bradley | ||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |
| EJ Kutchie | ||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Bruce Miller | ||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Suzanne Sharland-Hemmila | ||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Robert Toutant | ||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Mark Canale | ||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Scott Erbisch | ||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Christine Pesola | ||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Barbarba Meyer | ||||||
| Officer | 040.00 | Yes (X) | $37,506 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $37,506 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Federated Campaigns | $381,240 | FederatedCampaignsAmt |
| All Other Contributions | $22,198 | AllOtherContributionsAmt |
| Total Contributions | $403,438 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,428 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,428 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $404,866 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,428 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,087 | TotalAmt |
| Program Services | $297,087 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,654 | TotalAmt |
| Program Services | $60,668 | ProgramServicesAmt |
| Management And General | $3,188 | ManagementAndGeneralAmt |
| Fundraising | $5,798 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,170 | TotalAmt |
| Program Services | $1,820 | ProgramServicesAmt |
| Management And General | $176 | ManagementAndGeneralAmt |
| Fundraising | $174 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,470 | TotalAmt |
| Program Services | $4,761 | ProgramServicesAmt |
| Management And General | $250 | ManagementAndGeneralAmt |
| Fundraising | $459 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,100 | TotalAmt |
| Management And General | $3,100 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,545 | TotalAmt |
| Program Services | $1,344 | ProgramServicesAmt |
| Management And General | $77 | ManagementAndGeneralAmt |
| Fundraising | $124 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,940 | TotalAmt |
| Program Services | $6,098 | ProgramServicesAmt |
| Management And General | $104 | ManagementAndGeneralAmt |
| Fundraising | $2,738 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,300 | TotalAmt |
| Program Services | $3,710 | ProgramServicesAmt |
| Management And General | $313 | ManagementAndGeneralAmt |
| Fundraising | $277 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,060 | TotalAmt |
| Program Services | $9,622 | ProgramServicesAmt |
| Management And General | $553 | ManagementAndGeneralAmt |
| Fundraising | $885 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,713 | TotalAmt |
| Program Services | $1,401 | ProgramServicesAmt |
| Management And General | $143 | ManagementAndGeneralAmt |
| Fundraising | $169 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,385 | TotalAmt |
| Management And General | $4,385 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $677 | TotalAmt |
| Program Services | $516 | ProgramServicesAmt |
| Management And General | $39 | ManagementAndGeneralAmt |
| Fundraising | $122 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,383 | TotalAmt |
| Program Services | $2,077 | ProgramServicesAmt |
| Management And General | $118 | ManagementAndGeneralAmt |
| Fundraising | $188 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Postage | $631 | $477 | $28 | $126 |
| Dues and subscriptions | $991 | $926 | $27 | $38 |
| Contract labor | $7,102 | $6,870 | $171 | $61 |
| Internet/website | $1,260 | $1,112 | $72 | $76 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $422,468 | TotalAmt |
| Program Services | $398,489 | ProgramServicesAmt |
| Management And General | $12,744 | ManagementAndGeneralAmt |
| Fundraising | $11,235 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $15,120 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $507,881 | BOYAmt |
| EOY | $455,743 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,371 | BOYAmt |
| EOY | $118,497 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,277 | BOYAmt |
| EOY | $1,167 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $172,145 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $168,564 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $869 | BOYAmt |
| EOY | $3,581 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $650,398 | BOYAmt |
| EOY | $594,108 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133 | BOYAmt |
| EOY | $120 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $252,910 | BOYAmt |
| EOY | $223,343 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,439 | BOYAmt |
| EOY | $64,202 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $328,482 | BOYAmt |
| EOY | $287,665 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $321,493 | BOYAmt |
| EOY | $306,020 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $423 | BOYAmt |
| EOY | $423 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $321,916 | BOYAmt |
| EOY | $306,443 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $650,398 | BOYAmt |
| EOY | $594,108 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$17,602 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $2,129 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| 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 | $427,145 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $437,930 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $443,493 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $457,599 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $403,438 | CurrentTaxYearAmt |
| Total | $2,169,605 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $427,145 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $437,930 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $443,493 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $457,599 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $403,438 | CurrentTaxYearAmt |
| Total | $2,169,605 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $2,169,605 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,233 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,264 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,109 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,072 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,428 | CurrentTaxYearAmt |
| Total | $15,106 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,184,711 | TotalSupportAmt |
| Public Support CY170 | 0.99310 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99120 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support CY509 | 0.00000 | PublicSupportCY509Pct |
| Investment Income CY | 0.00000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,510 | BeginningYearBalanceAmt |
| Contributions | $123 | ContributionsAmt |
| Investment Earnings Or Losses | $4,740 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $326 | AdministrativeExpensesAmt |
| End Year Balance | $19,047 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,233 | BeginningYearBalanceAmt |
| Contributions | $478 | ContributionsAmt |
| Investment Earnings Or Losses | $916 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $117 | AdministrativeExpensesAmt |
| End Year Balance | $14,510 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,443 | BeginningYearBalanceAmt |
| Contributions | $572 | ContributionsAmt |
| Investment Earnings Or Losses | $328 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $110 | AdministrativeExpensesAmt |
| End Year Balance | $13,233 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,519 | BeginningYearBalanceAmt |
| Contributions | $1,924 | ContributionsAmt |
| End Year Balance | $12,443 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,749 | BeginningYearBalanceAmt |
| Contributions | $1,878 | ContributionsAmt |
| Investment Earnings Or Losses | $955 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $63 | AdministrativeExpensesAmt |
| End Year Balance | $10,519 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $89,051 | OtherCostOrOtherBasisAmt |
| Depreciation | $89,051 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $83,094 | OtherCostOrOtherBasisAmt |
| Depreciation | $79,513 | DepreciationAmt |
| Book Value | $3,581 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,581 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal income taxes | |
| Designations payable | $64,202 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $64,202 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $332,897 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $332,897 | RevenueSubtotalAmt |
| Other Revenues Not Included | $71,969 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $71,969 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $404,866 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $350,499 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $350,499 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $71,969 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $71,969 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $422,468 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| XI 4b | Donor designation income is netted against gross funds awarded to agencies expense in the audited financial statements. These items are not netted on the Form 990. |
| XII 4b | Donor designation income is netted against gross funds awarded to agencies expense in the audited financial statements. These items are not netted on the Form 990. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (19 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Alzheimer's Association | |||||||
| 710 Chippewa Square Ste 201 | Marquette | MI | 49855 | 382378032 | 501c3 | $8,406 | Care and research |
| AMCAB | |||||||
| 1125 Commerce Drive | Marquette | MI | 49855 | 381797320 | 501c3 | $12,291 | Meals on wheels |
| Bay Cliff Health Camp | |||||||
| PO Box 310 | Big Bay | MI | 49808 | 386000167 | 501c3 | $10,570 | Childrens therapy services |
| Big Brothers Big Sisters | |||||||
| 101 S Pioneer Avenue | Negaunee | MI | 49866 | 381966729 | 501c3 | $11,832 | Community school based programming |
| Cancer Care of Marquette County | |||||||
| 570 County Road PCC | Ishpeming | MI | 49849 | 382251717 | 501c3 | $13,000 | Cancer care |
| Child and Family Services | |||||||
| 706 Chippewa Square Ste 200 | Marquette | MI | 49855 | 382171575 | 501c3 | $11,042 | Counseling services |
| Dial Help | |||||||
| 609 Shelden Avenue | Houghton | MI | 49931 | 382026918 | 501c3 | $5,355 | Crisis/Suicide prevention |
| Great Lakes Recovery Centers | |||||||
| 201 Rublein Street | Marquette | MI | 49855 | 382453316 | 501c3 | $6,784 | Bridges |
| Greater Ishpeming Commission on Aging | |||||||
| 320 S Pine Street | Ishpeming | MI | 49849 | 382429118 | 501c3 | $9,404 | Western township outreach |
| Janzen House | |||||||
| 146 W Spring Street | Marquette | MI | 49855 | 382494635 | 501c3 | $17,125 | Homeless assistance |
| Lake Superior Hospice | |||||||
| 914 W Baraga Ave | Marquette | MI | 49855 | 382327011 | 501c3 | $8,079 | End of life assistance |
| Lake Superior Village Youth & Family Center | |||||||
| 1175 Erie Street | Marquette | MI | 49855 | 383629815 | 501c3 | $14,017 | After school programming |
| Lutheran Social Services | |||||||
| 1029 N Third Street | Marquette | MI | 49855 | 380816846 | 501c3 | $11,394 | Homeless assistance |
| Medical Care Access Coalition | |||||||
| 1414 W Fair Avenue Ste 26 | Marquette | MI | 49855 | 383566082 | 501c3 | $8,525 | Volunteer medical programming |
| Negaunee Senior Center | |||||||
| 410 Jackson Street | Negaunee | MI | 49866 | 386004540 | 501c3 | $6,690 | Elderly assistance |
| Retired and Senior Volunteer Program | |||||||
| 215 W Hematite Drive | Ishpeming | MI | 49849 | 386004869 | 501c3 | $10,265 | Volunteer support |
| Salvation Army - Ishpeming | |||||||
| 222 E Division Street | Ishpeming | MI | 49849 | 390806889 | 501c3 | $13,268 | Feeding program |
| Women's Center | |||||||
| 1310 S Front St | Marquette | MI | 49855 | 382340624 | 501c3 | $10,356 | Domestic violence assistance |
| YMCA of Marquette County | |||||||
| 1420 Pine Street | Marquette | MI | 49855 | 383211419 | 501c3 | $12,171 | Scholarships |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 19 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Line 2 | FormAndLineReferenceDesc |
| Explanation | The United Way of Marquette County requires agencies to submit a written funded program evaluation for the funds they received from 7/1/13 to 6/30/14. The evaluation has three parts1 Funded Program Evaluation Summary - a summary of the organization and the programs identifying information, including actual program costs. 2 Funded Program Evaluation - an overview of the programs activities i.e., community need, target population, community collaboration, matching funds, and program importance impact, plus, the actual outcomes, services provided, outcome measures, and the plan used to evaluate the program. 3 Funded Program Evaluation Budget Information - a summary of the information related to total expenses fo the program as described in original proposal. Program Evaluations are reviewed by the Community Investment Committee of the board as well as the community volunteers who make the funding decisions for the distribution of funds from the annual pledge drive. Agency on-sight visits also take place approx. 4-6 per year for evaluation of both the agency and the funded program as it is going on. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part XI, Line 9 | The United Way of Marquette County received a gift from a Trust during the year. The Board decided to designate 2,129 of this gift to use for future projects, expenditures, or investments. |
| Form 990, Part VI, Section B, Line 11a | The Finance Committee of the Board completes a thorough review of the Form 990 with recommendation to the Executive Committee for final review and approval by the full Board. The audited financial statements and the Form 990 are also presented by the auditor to the the full Board. |
| Form 990, Part VI, Section B, Line 12c | Board members and volunteers are required to annually review and complete the Code of Ethics/Conflict of Interest questionaire and acknowledgement. |
| Form 990, Part VI, Section B, Line 15 | The Personnel Committee annually reviews staff compensation levels and recommends compensation adjustments to the Finance Committee prior to the formulation and approval of the annual budget. The Executive Committee of the Board conducts an annual review of the Director of Operations. |
| Form 990, Part VI, Section C, Line 19 | The Form 990 of the United Way of Marquette County is available on the GuideStar website. Governing documents and policies are available upon request. |
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