2013-05-10T16:56:01-05:00 2012-06-30 640897081 Matthews Cutrer & Lindsay PA 599 C Steed Rd Ridgeland MS 39157 990 2011-07-01 640303075 United Way of the Capital Area Inc UNIT 6019484725 PO Box 23169 Jackson MS 392253169 Teresa Walker 6019484725 2013-05-10 1 Charles R Lindsay Jr CPA P00294610 6018988875 2013-05-10 2011 2016-02-24 21:20:13Z Teresa Walker PO Box 23169 Jackson MS 392253169 3234900 0 X www.myunitedway.com X 1939 MS To provide opportunities that empower people to build successful lives. 16 16 24 16 0 0 3308187 3163665 58520 65461 11548 5774 65 0 3378320 3234900 1268107 1125963 0 0 759394 740161 0 0 565352 1628076 1709955 3655577 3576079 -277257 -341179 3557188 3292852 539362 598450 3017826 2694402 X To provide opportunities that empower people to build successful lives. The organization provides educational and asset building opportunities that create pathways out of poverty for families in Hinds, Madison and Rankin counties. 0 0 279514 95400 65461 Financial Stability - One of three major focus areas for United Way of the Capital Area whose goal is to increase financial stability and socioeconomic growth while decreasing the need for safety net and emergency services. The Volunteer Tax Assistance Program (VITA) is a major program within this focus area. 205029 91500 Education - One of three major focus areas for United Way of the Capital Area whose goals is to ensure children entering kindergarden and elementary school are ready to excel and to increase the graduation rate among "at risk" children. 34398 Youth In Action - A student run United Way service giving young people the opportunity to take on leadership roles, volunteer and raise funds to allocate to teen oriented service programs in the community. 50948 18182 Gifts in Kind - A program that facilitates donated products from the community to local service organizations to assists with their missions. 30325 Youth In Action/Net Worth Institute - An internet based, client tracking and case management system allowing agency users to record client information, make referrals and report statistics more efficiently. 7961 FEMA - Responsible for monitoring expenditures of programs receiving Emergency Food and Shelter Programs funds and oversee the day to day operation of the program and act as the agencies' liaison to the National Federal Board. 157577 77796 Department of Human Service Grant - The Child Care Partnership Grant is a program to benefit at-risk children and those seeking refuge from abusive or at-risk family situations. 49749 Donor Investments - The process of investing the dollars raised during the annual campaign, monitoring agency programs and conducting in-depth reviews. 30368 900 Community Building - The process of strengthening the capacity of neighborhood residents, associations and organizations to foster and sustain positive neighborhood change. 61565 Excel By 5 - A program which emphasizes the important role parents play in educating their children doing their most formative years, birth to 5. 576456 224472 2-1-1 - A call center staffed from 7am to 6pm Monday thru Friday to connect people with needed human services through an easy to remember three digit phone number. 12981 African American Women's Health Initiative - provides assistance to younger African American women on obesity and other health-related issues. 17185 10790 Diaster Services - Provides shelter, food, clothing, home repair and administers medical and mental health counseling services to victims of fire and other disasters. 1194037 Allocation to other Nonprofit Organizations - See Schedule I for a detail of donations made for the year ended June 30, 2011. 2189152 332140 2708093 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 3 0 1 24 1 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MS X X Teresa Walker COO 6019484725 843 North President St Jackson MS 39202 Tina Lakey 1.00 X 0 0 0 Barney Daly 1.00 X 0 0 0 Phillip Street 1.00 X 0 0 0 Dr Lee Royce 1.00 X 0 0 0 Tom Troxler 1.00 X 0 0 0 LoRose Hunter 1.00 X 0 0 0 Ivye Allen 1.00 X 0 0 0 Leslie Hurst 1.00 X 0 0 0 Lester Diamond 1.00 X X 0 0 0 John McKie 1.00 X 0 0 0 Napoleon Johnson 1.00 X 0 0 0 Robert Gibbs 1.00 X X 0 0 0 David Barrentine 1.00 X X 0 0 0 Mark Peach 1.00 X X 0 0 0 Carol J Burger 40.00 X X 134398 0 18278 Teresa Walker 40.00 X 77069 0 6612 211467 0 24890 1 0 1 0 0 2300718 328008 77796 457143 18182 3163665 Admin & Processing Fee 900099 63546 63546 Campaign K-O Ticket Sa 900099 1915 1915 65461 5682 5682 92 0 92 92 92 3234900 65461 0 5774 1125963 1125963 211563 56830 51262 103471 381667 102523 92479 186665 38188 11342 8820 18026 57479 15926 12364 29189 51264 13307 12749 25208 3647 3647 26500 23000 3500 11452 6275 5177 21899 40 21859 71465 8204 12676 50585 18391 5816 6444 6131 62964 17743 16274 28947 20289 7969 496 11824 37564 12225 3236 22103 28265 28265 68991 20497 19207 29287 Grant Expense 707640 707640 Designated funds 588364 588364 Special fund expenditur 17497 4726 4200 8571 Miscellaneous 13202 13202 11825 2703 5985 3137 3576079 2708093 302634 565352 441756 489020 293720 202193 1349696 1400724 17605 24082 24527 20151 1825835 1312414 563847 513421 839960 617171 26077 26090 3557188 3292852 88543 55109 50707 76939 400112 466402 539362 598450 X 1760724 1394013 1257102 1300389 3017826 2694402 3557188 3292852 X -341179 17755 X X 0 1 1 X 0 X 3464250 3084815 3443313 3308187 3163665 16464230 3464250 3084815 3443313 3308187 3163665 16464230 16464230 70322 26680 15933 11548 5774 130257 248 812 125 65 1250 16595737 263015 0.99210 0.98850 X 222129 222129 637082 459833 177249 966624 852581 114043 513421 Investments 617171 C 617171 Due to Other 466402 466402 3234900 3576079 -341179 255 17500 17755 -323424 2646791 255 255 2646536 588364 588364 3234900 2987715 0 2987715 588364 588364 3576079 Part XI, Line 8 - Other Adjustments: Prior Year Donated Services 17,500. Part XII, Line 4b - Other Adjustments: Designated Contributions 588,364. Part XIII, Line 4b - Other Adjustments: Designated Contributions 588,364. 1 American Red Cross of Central Mississippi PO Box 5068 Jackson MS 39296 640303627 25000 Provides basic life necessities and counseling to victims of disasters and emergency situations. Bethlehem Center 920 N Blair Street Jackson MS 39202 640508509 10000 Early childhood education for children from working poor and at-risk families. Boy Scouts of America - The Ark Partnership 855 Riverside Drive Jackson MS 39202 640303071 20000 A non-traditional leadership development collaborative for young men adjudicated through the Youth Courts of Hinds, Madison, and Rankin counties, and MS Children's Home Society. Catholic Charities - Karitas Day Care Rape Crisis & Shelter for Families 200 North Congress Street Suite 100 100 Jackson MS 39201 640466850 65000 A therapeutic day care for children who are homeless or from domestic violence situations. Assists victims of sexual violence and their families.Provides a safe environment for women and children escaping domestic violence Christians in Action 2025 N Siwell Road P O Box 7676 Jackson MS 39284 237412406 25000 A temporary shelter for children, ages birth to 12 from abusive environments Clinton Community Christian Corporation PO Box 21 Clinton MS 39060 640587959 15000 Provides adults, 60 years and older, with home delivered or congregate meals and access to transportation and recreational activities. Daylight Ministries for Women 141 Marcus L Butler Drive Jackson MS 39209 203119028 10000 Provides life counseling, education and job skills assistance for female ex-offenders and females recovering from substance abuse Girl Scout Council of Middle MS 1471 West County Line Rd Jackson MS 39213 640308410 20000 A Drop out prevention program targeting 75 adolescent girls and focusing on developing healthy life skills. Goodwill Industries of Mississippi 104 East State Street Ridgeland MS 39157 640362410 13000 Goodwill strives to enable disabled people and others with special needs to fully participate in our community through education, training, and employment that broadens their vocational skills and living opportunites. YMCA of Metropolitan Jackson - IS Sanders Pre-school 800 East River Place Jackson MS 39202 640303099 100000 Enables low-income parents to continue or seek employment or continue their education YMCA of Metropolitan Jackson - IS Sanders Drop-out Prevention Program 800 East River Place Jackson MS 39202 640303099 50000 A drop-out prevention partnership that helps inner-city youth develop positive attitudes and behaviors by focusing on the "40 Developmental Assets." Jackson Medical Mall - Convenient Care Clinic 350 West Woodrow Wilson Ave Suite 107 Jackson MS 39213 640865274 22000 To provide primary care to low income individual and families who are uninsured or underinsured. Jackson State University PO Box 17429 Jackson MS 39217 646000507 40000 Provides basic literacy, pre-GED, GED, workforce skills and parenting skills for adults to allow for productive employment. Living Independence for Everyone PO Box 68294 Jackson MS 39286 582062107 17000 Serving individuals with disabilities in need of home modifications to reach their full level of independence. Madison Countians Allied Against Poverty PO Box 217 Canton MS 39046 640179803 45000 Building or repairing homes for poor or handicapped individuals and families in Madison county. Magnolia Speech School 733 Flag Chapel Road Jackson MS 39209 640435317 100000 An oral school to prepare hearing-impaired and speech/language-impaired children for integration into regular schools Mental Health Association of the Capital Area 407 Briarwood Drive Suite 208 Jackson MS 39206 640371389 7500 Provides psychotropic medication on a one-time emergency basis to individuals with mental illnesses while they wait for assistance programs or public benefits to become effective. Mission First Inc PO Box 250 Jackson MS 39046 640797107 30000 Providing quality health and dental care at a low cost to those who need the services. Mississippi Children's Home Society - The ARK Residential Treatment Program PO Box 1078 Jackson MS 39215 640303085 27500 A specialized treatment program for chemically dependent youth.Young people who promote the concepts of responsibility, awareness, and prevention Operation Shoestring YMCA Girl Scouts Bethlehem Ctr Big Brother Big Sis PO Box 11223 Jackson MS 39213 640471554 200000 An after school program, summer childcare and enrichment program for children in the Bailey Avenue area.A drop-out prevention program targeting 50 children and their families at Galloway, Brown and Rowan schools. The program provides enchanced academic and socialization support for children, and holistic support for their families. Stewpot Community Services Inc - Matt's House 1100 West Capital Street Jackson MS 39203 640655566 16000 Provides emergency shelter for homeless women and children with no other place to go. They are assisted with obtaining necessary licenses and other paperwork, housing, employment, transportation, health services and other services. Stewpot Community Services Inc - Sims House 1100 West Capital Street Jackson MS 39203 640655566 16000 A transitional shelter for women and their children who are homeless or the victims of domestic violence or abuse. Willowood Development Center - Preschool 1635 Boling Street Jackson MS 39213 640523324 36000 An inclusive environment where children, with or without disabilities, learn through a sensory stimulating environment Caring Hands Ministries 2100 Main Street Madison MS 39130 204347477 12000 A free medical/dental clinic and pharmacy for low-income, uninsured residents of Madison County, primarily the city of Canton. Our Daily Bread PO Box 1021 Canton MS 39046 421741521 20000 A congregate meal site in Canton that is available to the elderly and/or low-income residents for a nutritional noon meal. Home delivered meals are also available to shut-ins, or citizens who are unable to leave their homes due to illness. CredAbility 3000 Old Canton Road Suite 550 Jackson MS 39216 580942924 72000 This partnership provides financial literacy workshops to clients at United Way partner programs and agencies in Hinds, Madison, and Rankin counties. Jackson Free Clinic 925 MLK Drive Jackson MS 39203 640945749 10000 A primary care provider that provides free, high-quality health services for Jackson residents who have inadequate access to medical care and professional training for medical students. The Center for Violence Prevention PO Box 6279 Pearl MS 39288 581959108 22000 Domestic violence shelter for women and children in Rankin County. Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: United Way of the Capital Area funds eligible community programs and initiatives through single and multi-year allocations. Programs that meet eligibility criteria may submit proposals to United Way during its annual request for proposals period, normally in the spring of each year. Programs must submit complete proposals on time in order to be considered. United Way volunteer committees review the proposals and make funding decisions based on criteria, including program costs, evidence of success, stability of the organization, and the program's fit with the United Way's framework. In special circumstances, United Way may make grant awards outside of the annual RFP process based on its own discretion. X X 0 0 0 0 0 0 0 0 0 Carol J Burger 134398 0 0 0 0 0 14666 0 3612 0 152676 0 0 0 X 1141 FMV X 17041 FMV 0 1 0 Form 990, Part VI, Section B, line 11 The Organization is provided a draft of Form 990 from the accountant. The Audit Committee reviews and discusses the draft and a copy is given to each member of the board. Any questions brought up by the Audit Committee or board members are answered/cleared by the accountant prior to the filing of Form 990. Form 990, Part VI, Section B, line 12c The conflict of interest policy is given to all board members at the first meeting of his or her term (3 years). The policy is signed by each member only once during their term. If any conflicts arise during the year it is discussed and noted in the board minutes. Form 990, Part VI, Section B, line 15 The Board of Trustees review the officers compensation annually. Before any increases are approved, the board compares the officers compensation to other United Ways in the Southeast region. Form 990, Part VI, Section C, line 19 The Organization makes its governing documents, conflict of interst policy, and financial statements available to the public upon request. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 255. Prior Year Donated Services 17,500. Total to Form 990, Part XI, Line 5: 17,755. PROCESS OF COMMITTEE OVERSIGHT OF THE AUDIT AND ITS FINANCIAL STATEMENTS FORM 990, PART XI, LINE 2C The financial statements are prepared monthly, reviewed by an independent accountant and presented to the Board of Trustees. At the end of the fiscal year an audit is performed by an independent accounting firm. The auditor meets with the Board of Trustees making a full presentation at the completion of the audit for the year answering any of the Board's questions. The auditor works closely with the Board of Trustees during the year should any concerns arise.