2014-01-13T07:24:49-06:00 2013-08-31 ASKEY ASKEY & ASSOCIATES CPA LLC PO BOX 662 LEONARDTOWN MD 206500662 990 2012-09-01 521356960 UNITED WAY OF CHARLES COUNTY INC UNIT 3016094844 PO BOX 2141 LA PLATA MD 20646 LISA BRYANT 3016094844 2014-01-10 false CATHERINE A ASKEY 3014755671 2014-01-09 2012 2015-11-30 17:44:51Z LISA BRYANT PO BOX 2141 LAPLATA MD 20646 659716 false X WWW.UNITEDWAYCHARLES.ORG X 1983 MD CONDUCTING FUNDRAISING CAMPAIGNS IN CHARLES COUNTY, MD AND DISTRIBUTING FUNDS COLLECTED TO PARTNER AGENCIES AND OTHER NON-PROFITS THROUGH DESIGNATIONS OR GRANTS. 19 19 2 125150 0 704239 552747 0 3667 1435 55676 62120 763582 616302 122066 167729 0 128906 131064 0 69773 522830 443724 773802 742517 -10220 -126215 637033 482575 221503 191700 415530 290875 CONDUCTING FUNDRAISING CAMPAIGNS IN CHARLES COUNTY, MD AND DISTRIBUTING FUNDS COLLECTED TO PARTNER AGENCIES AND OTHER NON-PROFITS THROUGH DESIGNATIONS OR GRANTS. false false 620903 167729 CONDUCTING FUNDRAISING CAMPAIGNS IN CHARLES COUNTY, MD AND DISTRIBUTING FUNDS COLLECTED TO MEMBER AND NUMEROUS NON-MEMBER AGENCIES. 620903 true true false false false false false false false true true false false false false false true false false false false false false false true false false true false false false false false false false false false false false false false false false true false false false true 7 0 2 true false false false false false true true false false false false false false X 19 19 false false false false false true true true true false false false true true true true true true true false MD X X X LISA BRYANT 3016094844 10250 LA PLATA ROAD LA PLATA MD 20646 CRYSTAL JACKSON 1.00 X 0 0 0 MARIE BOTTOMS 1.00 X 0 0 0 STACEY COOK 1.00 X X 0 0 0 KAY KENNEDY-ROBERTS 1.00 X 0 0 0 EILEEN MINNICK 1.00 X X 0 0 0 JERRY PEULER 1.00 X 0 0 0 TERRIE HORSTKAMP 1.00 X X 0 0 0 PEGGY DANIELSON 1.00 X 0 0 0 EARLE KNAPP 1.00 X X 0 0 0 MARK MACFARLAND 1.00 X X 0 0 0 JUDT SCHROEDER 1.00 X 0 0 0 DOUG MEEKER 1.00 X 0 0 0 GILBERT BOWLING 1.00 X 0 0 0 KEITH HETTEL 1.00 X 0 0 0 DAWN KERNS 1.00 X 0 0 0 ERIC JOHNSON 1.00 X 0 0 0 STEPHEN SALVAS 1.00 X 0 0 0 SONJA SCHARLES 1.00 X 0 0 0 MICHELLE FOWLER 1.00 X 0 0 0 JANE HIGDON 1.00 X 0 0 0 DOROTHY L HARPER 40.00 X 63168 0 9880 LISA BRYANT 40.00 X 0 0 0 63168 9880 false false false 19951 5000 527796 19951 552747 1435 1435 16241 16241 16241 16241 75867 19951 43414 32453 ADMINISTRATIVE FEE DESIGNATED 11663 11663 MISCELLANEOUS INCOME 1763 1763 13426 616302 11663 19439 167729 167729 74274 30136 15747 28391 39071 15628 7815 15628 2665 1066 533 1066 6434 2420 1338 2676 8620 3779 1706 3135 10035 10035 640 320 128 192 4435 2152 130 2153 11990 8135 1194 2661 20137 10035 4027 6075 4611 737 2741 1133 2290 2290 4301 1071 2159 1071 1402 1402 DESIGNATIONS TO AGENCIES 361442 361442 EQUIPMENT RENTAL & MAINT. 8871 4085 1626 3160 MISSION OF MERCY EXP 6709 6709 CAMPAIGN SUPPLIES 2400 1104 1296 4461 2065 1260 1136 742517 620903 51841 69773 4322 4786 335574 230558 215638 163515 812 1218 93398 32040 61107 61358 19580 21140 637033 482575 201757 191177 15000 4746 523 221503 191700 X 353885 259699 51645 21176 10000 10000 415530 290875 637033 482575 -126215 1560 X false true X true false X 650897 643600 634914 704239 552747 3186397 75300 45184 45184 45184 47062 257914 726197 688784 680098 749423 599809 3444311 3444311 23097 20933 20248 20498 17676 102452 86687 59912 80518 88037 89293 404447 3951210 404447 0.87170 0.87510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19580 1560 21140 9171 10000 409 19580 10000 -829 9171 0.50000 0.50000 true false 79666 22321 57345 13732 9719 4013 61358 329484 1560 47062 48622 280862 335440 335440 616302 454139 47062 26002 73064 381075 361442 361442 742517 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 All States GOLF TOURNAMENT 76519 19951 56568 19951 9620 2143 2875 MISSION OF MERC 13873 13873 1327 2500 2224 90392 19951 70441 19951 10947 2143 2500 5099 40640 29801 true 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 9 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES SCHEDULE I, PAGE 1, PART I, LINE 2 UNITED WAY OF CHARLES COUNTY HAS FORMED COMMITTEES TO EVALUATE THE APPLICATIONS FOR EACH OF ITS GRANT PROGRAMS. THE COMMITTEES RECOMMEND THE LEVELS OF GRANT FUNDING TO THE BOARD OF DIRECTORS FOR APPROVAL. THE GRANT RECIPIENTS ARE REQUIRED TO SUBMIT REPORTS AND DOCUMENTATION TO UNITED WAY OF CHARLES COUNTY WHEN REQUESTING DISBURSEMENTS OF THEIR APPROVED GRANT FUNDS. 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. 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