UNITED WAY OF CHARLES COUNTY INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: UNITED WAY OF CHARLES COUNTY INC (EIN 52-1356960)
Tax period: 2012-09-01 to 2013-08-31
Filed: 2014-01-13
IRS object ID: 201430139349301528
Schema version: 2012v2.3
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule I
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-01-13T07:24:49-06:00	Timestamp
Tax Period End Date	2013-08-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ASKEY ASKEY & ASSOCIATES CPA LLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 662	AddressLine1
City	LEONARDTOWN	City
State	MD	State
ZIP Code	206500662	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-09-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	521356960	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	UNITED WAY OF CHARLES COUNTY INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	UNIT	NameControl
Phone	3016094844	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 2141	AddressLine1
City	LA PLATA	City
State	MD	State
ZIP Code	20646	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	LISA BRYANT	Name
Title	PRESIDENT & CEO	Title
Phone	3016094844	Phone
Date Signed	2014-01-10	DateSigned
Authorize Third Party	false	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	CATHERINE A ASKEY	Name
Phone	3014755671	Phone
Date Prepared	2014-01-09	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	LISA BRYANT	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	PO BOX 2141	AddressLine1
City	LAPLATA	City
State	MD	State
ZIP Code	20646	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	659716	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.UNITEDWAYCHARLES.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1983	YearFormation
State Legal Domicile	MD	StateLegalDomicile
Activity Or Mission Description	CONDUCTING FUNDRAISING CAMPAIGNS IN CHARLES COUNTY, MD AND DISTRIBUTING FUNDS COLLECTED TO PARTNER AGENCIES AND OTHER NON-PROFITS THROUGH DESIGNATIONS OR GRANTS.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	19	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	19	NbrIndependentVotingMembers
Total Nbr Employees	2	TotalNbrEmployees
Total Nbr Volunteers	125150	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	704239	ContributionsGrantsPriorYear
Contributions Grants Current Year	552747	ContributionsGrantsCurrentYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	3667	InvestmentIncomePriorYear
Investment Income Current Year	1435	InvestmentIncomeCurrentYear
Other Revenue Prior Year	55676	OtherRevenuePriorYear
Other Revenue Current Year	62120	OtherRevenueCurrentYear
Total Revenue Prior Year	763582	TotalRevenuePriorYear
Total Revenue Current Year	616302	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	122066	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	167729	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	128906	SalariesEtcPriorYear
Salaries Etc Current Year	131064	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	69773	TotalFundrsngExpCurrentYear
Other Expense Prior Year	522830	OtherExpensePriorYear
Other Expenses Current Year	443724	OtherExpensesCurrentYear
Total Expenses Prior Year	773802	TotalExpensesPriorYear
Total Expenses Current Year	742517	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-10220	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-126215	RevenuesLessExpensesCY
Total Assets BOY	637033	TotalAssetsBOY
Total Assets EOY	482575	TotalAssetsEOY
Total Liabilities BOY	221503	TotalLiabilitiesBOY
Total Liabilities EOY	191700	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	415530	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	290875	NetAssetsOrFundBalancesEOY
Mission Description	CONDUCTING FUNDRAISING CAMPAIGNS IN CHARLES COUNTY, MD AND DISTRIBUTING FUNDS COLLECTED TO PARTNER AGENCIES AND OTHER NON-PROFITS THROUGH DESIGNATIONS OR GRANTS.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	620903	Expense
Grants	167729	Grants
Description	CONDUCTING FUNDRAISING CAMPAIGNS IN CHARLES COUNTY, MD AND DISTRIBUTING FUNDS COLLECTED TO MEMBER AND NUMEROUS NON-MEMBER AGENCIES.	Description
Total Program Service Expense	620903	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	true	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	true	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	7	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	2	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	true	QuidProQuoContributions
Quid Pro Quo Disclosure	true	QuidProQuoDisclosure
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Form8899 Filed	false	Form8899Filed
Form1098 C Filed	false	Form1098CFiled
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	19	NbrVotingGoverningBodyMembers
Number Independent Voting Members	19	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	true	ElectionOfBoardMembers
Decisions Subject To Approval	true	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	false	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	MD	StatesWhereCopyOfReturnIsFiled
Own Website	X	OwnWebsite
Other Website	X	OtherWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	LISA BRYANT	NamePerson
Telephone Number	3016094844	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	10250 LA PLATA ROAD	AddressLine1
City	LA PLATA	City
State	MD	State
ZIP Code	20646	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (22 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer
CRYSTAL JACKSON
DIRECTOR	1.00	X	0	0	0
MARIE BOTTOMS
DIRECTOR	1.00	X	0	0	0
STACEY COOK
SECRETARY	1.00	X	0	0	0	X
KAY KENNEDY-ROBERTS
DIRECTOR	1.00	X	0	0	0
EILEEN MINNICK
CHAIRMAN-ELE	1.00	X	0	0	0	X
JERRY PEULER
DIRECTOR	1.00	X	0	0	0
TERRIE HORSTKAMP
TREASURER	1.00	X	0	0	0	X
PEGGY DANIELSON
DIRECTOR	1.00	X	0	0	0
EARLE KNAPP
IMMEDIATE PA	1.00	X	0	0	0	X
MARK MACFARLAND
CHAIRMAN	1.00	X	0	0	0	X
JUDT SCHROEDER
DIRECTOR	1.00	X	0	0	0
DOUG MEEKER
DIRECTOR	1.00	X	0	0	0
GILBERT BOWLING
DIRECTOR	1.00	X	0	0	0
KEITH HETTEL
DIRECTOR	1.00	X	0	0	0
DAWN KERNS
DIRECTOR	1.00	X	0	0	0
ERIC JOHNSON
DIRECTOR	1.00	X	0	0	0
STEPHEN SALVAS
DIRECTOR	1.00	X	0	0	0
SONJA SCHARLES
DIRECTOR	1.00	X	0	0	0
MICHELLE FOWLER
AGENCY REPRE	1.00	X	0	0	0
JANE HIGDON
DIRECTOR	1.00	X	0	0	0
DOROTHY L HARPER
PRESIDENT &	40.00		63168	0	9880	X
LISA BRYANT
PRESIDENT &	40.00		0	0	0	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	63168	TotalReportableCompFromOrg
Total Other Compensation	9880	TotalOtherCompensation
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Fundraising Events	19951	FundraisingEvents
Government Grants	5000	GovernmentGrants
All Other Contributions	527796	AllOtherContributions
Noncash Contributions	19951	NoncashContributions
Total Contributions	552747	TotalContributions

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	1435	TotalRevenueColumn
Exclusion	$1,435	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	16241	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	16241	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	16241	TotalRevenueColumn
Exclusion	$16,241	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	75867	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	19951	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	43414	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	32453	TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescription	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	ExclusionExclusionAmount
ADMINISTRATIVE FEE DESIGNATED	11663	11663
MISCELLANEOUS INCOME	1763		$1,763

Field	Value	IRS element (for citing)
Total Other Revenue	13426	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	616302	TotalRevenueColumn
Related Or Exempt Function Income	11663	RelatedOrExemptFunctionIncome
Exclusion	$19,439	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	167729	Total
Program Services	167729	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	74274	Total
Program Services	30136	ProgramServices
Management And General	15747	ManagementAndGeneral
Fundraising	28391	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	39071	Total
Program Services	15628	ProgramServices
Management And General	7815	ManagementAndGeneral
Fundraising	15628	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	2665	Total
Program Services	1066	ProgramServices
Management And General	533	ManagementAndGeneral
Fundraising	1066	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	6434	Total
Program Services	2420	ProgramServices
Management And General	1338	ManagementAndGeneral
Fundraising	2676	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	8620	Total
Program Services	3779	ProgramServices
Management And General	1706	ManagementAndGeneral
Fundraising	3135	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	10035	Total
Management And General	10035	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	640	Total
Program Services	320	ProgramServices
Management And General	128	ManagementAndGeneral
Fundraising	192	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	4435	Total
Program Services	2152	ProgramServices
Management And General	130	ManagementAndGeneral
Fundraising	2153	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	11990	Total
Program Services	8135	ProgramServices
Management And General	1194	ManagementAndGeneral
Fundraising	2661	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	20137	Total
Program Services	10035	ProgramServices
Management And General	4027	ManagementAndGeneral
Fundraising	6075	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	4611	Total
Program Services	737	ProgramServices
Management And General	2741	ManagementAndGeneral
Fundraising	1133	Fundraising

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	2290	Total
Program Services	2290	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	4301	Total
Program Services	1071	ProgramServices
Management And General	2159	ManagementAndGeneral
Fundraising	1071	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	1402	Total
Management And General	1402	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
DESIGNATIONS TO AGENCIES	361442	361442
EQUIPMENT RENTAL & MAINT.	8871	4085	1626	3160
MISSION OF MERCY EXP	6709	6709
CAMPAIGN SUPPLIES	2400	1104		1296

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	4461	Total
Program Services	2065	ProgramServices
Management And General	1260	ManagementAndGeneral
Fundraising	1136	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	742517	Total
Program Services	620903	ProgramServices
Management And General	51841	ManagementAndGeneral
Fundraising	69773	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	4322	BOY
EOY	4786	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	335574	BOY
EOY	230558	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	215638	BOY
EOY	163515	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	812	BOY
EOY	1218	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	93398	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	32040	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	61107	BOY
EOY	61358	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	19580	BOY
EOY	21140	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	637033	BOY
EOY	482575	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	201757	BOY
EOY	191177	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
BOY	15000	BOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	4746	BOY
EOY	523	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	221503	BOY
EOY	191700	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	353885	BOY
EOY	259699	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	51645	BOY
EOY	21176	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	10000	BOY
EOY	10000	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	415530	BOY
EOY	290875	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	637033	BOY
EOY	482575	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	-126215	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	1560	ReconciliationUnrealizedInvest
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
Audit Committee	true	AuditCommittee
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	650897	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	643600	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	634914	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	704239	CurrentTaxYearMinus1Year
Current Tax Year	552747	CurrentTaxYear
Total	3186397	Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	75300	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	45184	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	45184	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	45184	CurrentTaxYearMinus1Year
Current Tax Year	47062	CurrentTaxYear
Total	257914	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	726197	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	688784	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	680098	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	749423	CurrentTaxYearMinus1Year
Current Tax Year	599809	CurrentTaxYear
Total	3444311	Total

Field	Value	IRS element (for citing)
Public Support Total170	3444311	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	23097	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	20933	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	20248	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	20498	CurrentTaxYearMinus1Year
Current Tax Year	17676	CurrentTaxYear
Total	102452	Total

Other Income170 OtherIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	86687	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	59912	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	80518	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	88037	CurrentTaxYearMinus1Year
Current Tax Year	89293	CurrentTaxYear
Total	404447	Total

Field	Value	IRS element (for citing)
Total Support	3951210	TotalSupport
Gross Receipts From Admissions Etc	404447	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	0.87170	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.87510	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	19580	BeginningOfYearBalance
Investment Earnings Or Losses	1560	InvestmentEarningsOrLosses
End Of Year Balance	21140	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	9171	BeginningOfYearBalance
Contributions	10000	Contributions
Investment Earnings Or Losses	409	InvestmentEarningsOrLosses
End Of Year Balance	19580	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Contributions	10000	Contributions
Investment Earnings Or Losses	-829	InvestmentEarningsOrLosses
End Of Year Balance	9171	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.50000	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.50000	PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs	true	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	79666	OtherCostOrOtherBasis
Depreciation	22321	Depreciation
Book Value	57345	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	13732	OtherCostOrOtherBasis
Depreciation	9719	Depreciation
Book Value	4013	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	61358	TotalOfBookValueLandBuildings
Tot Revenue Etc Audited Fincl Stmt	329484	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	1560	NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities	47062	DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F990	48622	RevenueNotRptdF990
Revenue Subtotal	280862	RevenueSubtotal
Other Revenues Not Included	335440	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	335440	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	616302	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	454139	TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities	47062	DonatedServicesUseOfFacilities
Other Expenses Included	26002	OtherExpensesIncluded
Expenses Not Rptd F990	73064	ExpensesNotRptdF990
Expenses Subtotal	381075	ExpensesSubtotal
Other Expenses Not Included	361442	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	361442	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	742517	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
INTENDED USES FOR ENDOWMENT FUNDS	SCHEDULE D, PAGE 2, PART V, LINE 4	TO CONTINUE AND FURTHER THE WORK OF UNITED WAY OF CHARLES COUNTY BY PROVIDING A FUND WHICH WILL INCREASE IN VALUE AND PROVIDE FUNDS FOR FUTURE USE BY THE ORGANIZATION.
REVENUE AMOUNTS INCLUDED ON RETURN - OTHER	SCHEDULE D, PAGE 4, PART XI, LINE 4B	AMOUNTS DESIGNATED BY DONORS 361,442 SPECIAL EVENT DIRECT EXPENSES -26,002
EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER	SCHEDULE D, PAGE 4, PART XII, LINE 2D	SPECIAL EVENT EXPENSES 26,002
EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER	SCHEDULE D, PAGE 4, PART XII, LINE 4B	AMOUNTS DESIGNATED BY DONORS 361,442

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
All States	All States	AllStates

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	GOLF TOURNAMENT	NameOfEvent1
Gross Receipts Event1	76519	GrossReceiptsEvent1
Charitable Contributions Event1	19951	CharitableContributionsEvent1
Gross Revenue Event1	56568	GrossRevenueEvent1
Non Cash Prizes Event1	19951	NonCashPrizesEvent1
Rent Facility Costs Event1	9620	RentFacilityCostsEvent1
Food And Beverage Event1	2143	FoodAndBeverageEvent1
Other Direct Expenses Event1	2875	OtherDirectExpensesEvent1
Name Of Event2	MISSION OF MERC	NameOfEvent2
Gross Receipts Event2	13873	GrossReceiptsEvent2
Gross Revenue Event2	13873	GrossRevenueEvent2
Rent Facility Costs Event2	1327	RentFacilityCostsEvent2
Entertainment Event2	2500	EntertainmentEvent2
Other Direct Expenses Event2	2224	OtherDirectExpensesEvent2
Gross Receipts Total	90392	GrossReceiptsTotal
Charitable Contributions Total	19951	CharitableContributionsTotal
Gross Revenue Total Events	70441	GrossRevenueTotalEvents
Non Cash Prizes Total Events	19951	NonCashPrizesTotalEvents
Rent Facility Costs Total Events	10947	RentFacilityCostsTotalEvents
Food And Beverage Total Events	2143	FoodAndBeverageTotalEvents
Entertainment Total Events	2500	EntertainmentTotalEvents
Other Direct Expenses Total Events	5099	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	40640	DirectExpenseSummaryEvents
Net Income Summary	29801	NetIncomeSummary

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Recipient Table RecipientTable (10 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant
CATHOLIC CHARITIES OF THE ARCHDIO
924 G ST NW	WASHINGTON	DC	20001	530196524	3	10000	FOOD ASSISTANCE
CHARLES COUNTY CHILDREN'S AID SOCIE
3000 HUNTINGTON CIRCLE	WALDORF	MD	20602	520610536	3	10000	SCHOOL SUPPLIES
HEALTH PARTNERS INC
PO BOX 1865	WALDORF	MD	20604	521767044	3	17218	MEDICAL & DENTAL
SOMD TRI-CNTY COMMUNITY ACTION COMM
PO BOX 280	HUGHESVILLE	MD	206370280	526066477	3	18000	TRAINING & SHELTER
TRI-COUNTY YOUTH SERVICES BUREAU
PO BOX 1798	WALDORF	MD	20604	521384775	3	6565	COUNSELING
TRI-COUNTY COUNCIL OF SOUTHERN MD
PO BOX 745	HUGHESVILLE	MD	20637	520902802	3	10907	TRANSPORTATION
CHARLES CNTY DEPT OF HEALTH
4545 CRAIN HIGHWAY	WHITE PLAINS	MD	206951050		GOV	6437	MEDICAL & DENTAL
WALDEN SIERRA
30007 BUSINESS CENTER	CHARLOTTE HALL	MD	20622	521267498	3	17255	MEDICAL
CHRISTMAS IN APRIL CHARLES COUNTY
PO BOX 86	WALDORF	MD	20604	521663810	3	6660	HOME REPAIRS
UNITED WAY OF ST MARY'S COUNTY
23127 THREE NOTCH RD	CALIFORNIA	MD	20619	521219937	3	25223	DENTAL CLINIC

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	9	TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES	Identifier
Return Reference	SCHEDULE I, PAGE 1, PART I, LINE 2	ReturnReference
Explanation	UNITED WAY OF CHARLES COUNTY HAS FORMED COMMITTEES TO EVALUATE THE APPLICATIONS FOR EACH OF ITS GRANT PROGRAMS. THE COMMITTEES RECOMMEND THE LEVELS OF GRANT FUNDING TO THE BOARD OF DIRECTORS FOR APPROVAL. THE GRANT RECIPIENTS ARE REQUIRED TO SUBMIT REPORTS AND DOCUMENTATION TO UNITED WAY OF CHARLES COUNTY WHEN REQUESTING DISBURSEMENTS OF THEIR APPROVED GRANT FUNDS.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS	FORM 990, PAGE 1, PART I, LINE 6	ONCE A YEAR WE HAVE OUR ANNUAL DAY OF CARING IN WHICH VOLUNTEERS FROM PRIVATE COMPANIES, AND ORGANIZATIONS WORK AT VARIOUS PARTNER AGENCIES FOR A HALF OR FULL DAY OF SERVICE. THEY DO VARIOUS "CHORES" SUCH AS: GARDENING, LANDSCAPING, PAINTING, CLEANING, REPAIRING OR BUILDING SMALL ITEMS OF FURNITURE, DELIVERING MEALS ON WHEELS TO SHUT-INS, PREPARING EDUCATIONAL MATERIALS, OR PREPARING BULK MAILINGS. WE USUALLY AVERAGE BETWEEN 125 AND 150 VOLUNTEERS EACH YEAR FOR THIS SPECIAL EVENT. WE ALSO HAVE VOLUNTEERS WHO WORK AT OUR ANNUAL GOLF TOURNAMENT. SOME OF THESE VOLUNTEERS ARE OUR BOARD MEMBERS AND SOME ARE FROM THE COMMUNITY OR ARE PAST BOARD MEMBERS. WE ALSO USUALLY HAVE SOME WHO ARE VOLUNTEERS IN COMMUNITY SERVICE.
ELECTION OF MEMBERS AND THEIR RIGHTS	FORM 990, PAGE 6, PART VI, LINE 7A	PERSONS WHO DESIRE TO SERVE ON THE BOARD OF DIRECTORS OF THE UNITED WAY OF CHARLES COUNTY COMPLETE AN APPLICATION FORM WITH INFORMATION ABOUT THEMSELVES, WHERE THEY LIVE AND WORK, SPECIAL INTERESTS OR SKILLS, ETC. AND SUBMIT IT TO THE UNITED WAY OFFICE. THE PERSON'S APPLICATION IS PRESENTED BY THE PRESIDENT & CEO TO THE EXECUTIVE COMMITTEE AND THEN TO THE FULL BOARD FOR ELECTION ONTO THE BOARD OF DIRECTORS. THAT PERSON COMMITS TO SERVING A THREE-YEAR TERM WITH AN OPTION TO SERVE A SECOND THREE-YEAR TERM IF RE-ELECTED.
DECISIONS SUBJECT TO APPROVAL OF MEMBERS	FORM 990, PAGE 6, PART VI, LINE 7B	AT THE ANNUAL MEETING IN NOVEMBER ANY PARTNER AGENCIES WHO ATTENDS MAY VOTE ON THE ACCEPTANCE OF NEW BOARD MEMBERS AND THE ANNUAL REPORT. THEY HAVE AN OPPORTUNITY AT THAT MEETING TO EXPRESS ANY CONCERNS OR ASK ANY QUESTIONS THEY MIGHT HAVE OF THE UNITED WAY BOARD AND STAFF.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	UNITED WAY OF CHARLES COUNTY HAS AN AUDIT COMMITTEE CONSISTING OF MEMBERS OF THE BOARD (OTHER THAN THE TREASURER AND CHAIRPERSONS.) THE COMMITTEE REVIEWS THE DRAFT AUDIT PRESENTED BY THE ACCOUNTING FIRM THAT AUDITED THE ORGANIZATION, AND THEN REVIEWS THE IRS FORM 990 PRIOR TO IT BEING SIGNED BY THE PRESIDENT/CEO AND SENT TO THE IRS.
ENFORCEMENT OF CONFLICTS POLICY	FORM 990, PAGE 6, PART VI, LINE 12C	IN JANUARY OF EACH YEAR UNITED WAY OF CHARLES COUNTY SENDS EACH MEMBER OF THE BOARD OF DIRECTORS THE CONFLICT OF INTEREST STATEMENT WHICH THEY ARE ASKED TO SIGN, DATE, AND RETURN TO THE UNITED WAY OFFICE TO BE KEPT ON FILE.
COMPENSATION PROCESS FOR TOP OFFICIAL	FORM 990, PAGE 6, PART VI, LINE 15A	UNITED WAY OF CHARLES COUNTY HAS A PERSONNEL COMMITTEE WHICH ANNUALLY RECOMMENDS TO THE BOARD OF DIRECTORS THE SALARY AND COMPENSATION PACKAGE FOR THE PRESIDENT & CEO AND OTHER EMPLOYEES. BEFORE RECOMMENDING THE SALARIES, THE PERSONNEL COMMITTEE LOOKS AT OTHER NON-PROFIT EXECUTIVE POSITION SALARIES IN THE REGION AND ALSO REVIEWS THE LATEST EDITION OF THE UNITED WAY HUMAN CAPITAL STUDY - SALARY REPORT PUBLISHED BY THE UNITED WAY WORLDWIDE. THEY COMPARE OUR STAFF SALARIES TO THOSE STAFF IN OTHER UNITED WAYS OF COMPARABLE SIZE AND INCOME.
COMPENSATION PROCESS FOR OFFICERS	FORM 990, PAGE 6, PART VI, LINE 15B	SEE DESCRIPTION FOR COMPENSATION REVIEW PROCESS FOR CEO AND EXECUTIVE DIRECTOR ABOVE.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	OUR ANNUAL CAMPAIGN BROCHURE STATES, "A COPY OF THE CURRENT FINANCIAL STATEMENT OF THE UNITED WAY OF CHARLES COUNTY OR OF THE COMMUNITY HEALTH CHARITIES MAY BE OBTAINED BY WRITING TO THE RESPECTIVE OFFICES. DOCUMENTS PERTAINING TO EACH AGENCY ARE FILED WITH AND MAY BE OBTAINED FROM THE SECRETARY OF STATE. UNITED WAY OF CHARLES COUNTY IS A 501 (C) (3) ORGANIZATION." THE ANNUAL INFORMATION RETURN FOR UNITED WAY OF CHARLES COUNTY IS ALSO AVAILABLE ON WWW.GUIDESTAR.ORG. INFORMATION ABOUT US IS ALSO ON THE UNITED WAY OF CHARLES COUNTY WEBSITE (WWW.UNITEDWAYCHARLES.ORG) AND PEOPLE MAY REQUEST COPIES OF ANY OF OUR POLICIES, ANNUAL REPORTS, FORM 990'S, ETC. SIMPLY BY EMAILING, CALLING, OR WRITING TO US.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	UNITED WAY WORLDWIDE	BusinessNameLine1
Business Name Line2	(FORMERLY UNITED WAY OF AMERICA)	BusinessNameLine2

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	701 N FAIRFAX STREET	AddressLine1
City	ALEXANDRIA	City
State	VA	State
ZIP Code	22314	ZIPCode

Field	Value	IRS element (for citing)
EIN	131635294	EIN
Primary Activities	CHARITABLE	PrimaryActivities
Legal Domicile State	VA	LegalDomicileState
Exempt Code Section	C3	ExemptCodeSection
Public Charity Status	7	PublicCharityStatus
Direct Controlling Entity NA	N/A	DirectControllingEntityNA
Controlled Org	false	ControlledOrg

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Dividends Related Organization	false	DividendsRelatedOrganization
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	false	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	false	SharingOfPaidEmployees
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	true	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

Field	Value	IRS element (for citing)
Business Name Line1	UNITED WAY WORLDWIDE	BusinessNameLine1

Field	Value	IRS element (for citing)
Transaction Type	R	TransactionType
Amount Involved	2290	AmountInvolved