2013-05-14T16:33:32-05:00 2012-12-31 410746749 CLIFTONLARSONALLEN LLP 2301 VILLAGE DRIVE ST JOSEPH MO 64506 990 2012-01-01 440547802 UNITED WAY OF GREATER ST JOSEPH UNIT 8163642381 PO BOX 188 ST JOSEPH MO 64502 JASON HORN 8163642381 2013-05-14 1 CARL L BIRDSELL CPA P00852768 8162328441 2012 2016-02-24 21:20:13Z KYLEE STROUGH PO BOX 188 ST JOSEPH MO 64502 4040368 0 X WWW.STJOSEPHUNITEDWAY.ORG X 1916 MO TO IMPROVE LIVES THROUGH THE CARING POWER OF COMMUNITY. 31 31 10 601 0 0 3467743 3263876 57869 52895 119969 173251 68287 71838 3713868 3561860 2472871 2425195 0 0 416006 421109 0 0 140562 311985 281572 3200862 3127876 513006 433984 9156851 9793449 2715947 2709179 6440904 7084270 X THE MISSION OF THE UNITED WAY OF GREATER ST. JOSEPH IS TO IMPROVE LIVES THROUGH THE CARING POWER OF COMMUNITY. 0 0 2413263 2413263 ALLOCATED SERVICESUNITED WAY FUNDING PRIMARILY SUPPORTS THE DIRECT CLIENT SERVICES RELATED TO EDUCATION, FINANCIAL STABILITY, AND HEALTH THAT ARE DELIVERED THROUGH UNITED WAY'S LOCAL 19 PARTNER AGENCIES. AMONG THE ACHIEVEMENTS IN 2012 WERE:EDUCATION -209 CHILDREN AND THEIR FAMILIES RECEIVED EARLY INTERVENTION SERVICES TO HELP THEM LEARN ABOUT A DISABILITY OR SPECIAL NEED AND TO HELP THE CHILDREN WORK TOWARD IMPORTANT DEVELOPMENTAL MILESTONES.-556 ADULTS WERE TRAINED ABOUT ISSUES RELATED TO OCCUPATIONAL SAFETY IN THEIR WORKPLACES.-78 TEEN MOTHERS REMAINED IN SCHOOL OR ALTERNATIVE PROGRAM THROUGHOUT PREGNANCY AND AFTER DELIVERY.FINANCIAL STABILITY -2,352 INDIVIDUALS RECEIVED FREE TAX ASSISTANCE THROUGH UNITED WAY PARTNER AGENCIES. OVER $2,100,000 WAS RECEIVED LOCALLY THROUGH TAX REFUNDS AND CREDITS.-114 AREA FAMILIES HAD IMMEDIATE EMERGENCY NEEDS MET IN RESPONSE TO A DISASTER.-124 PEOPLE FILED PROPER DOCUMENTATION TO SUCCESSFULLY MAINTAIN LEGAL STATUS OR ATTAIN CITIZENSHIP.HEALTH -$14,121,943 IN UNCOMPENSATED CARE WAS PROVIDED THROUGH CHILDREN'S MERCY (UNITED WAY PARTNER AGENCY) TO BUCHANAN COUNTY CHILDREN.-166 INDIVIDUALS BENEFITTED FROM RAPE CRISIS THERAPY.-200 YOUTH PARTICIPATED IN PROGRAMS TO REDUCE BODY FAT PERCENTAGE AND BODY MASS INDEX THROUGH FITNESS PROGRAMS.IN ADDITION TO THE PROGRAM SERVICES DESCRIBED ABOVE, UNITED WAY ALSO PROVIDED SUPPORT TO ADDRESS A NUMBER OF IDENTIFIED HEALTH-RELATED NEEDS, INCLUDING DENTAL CARE FOR CHILDREN ON MEDICAID AND FOR LOW-INCOME ADULTS, GLUCOSE TESTING STRIPS FOR LOW-INCOME PATIENTS WITH DIABETES, CASE MANAGEMENT SERVICES FOR FORMERLY HOMELESS WOMEN, MOBILE MEAL DELIVERY TO SENIOR ADULTS, AND EXPANSION OF THE BACKPACK BUDDIES PROGRAM. 285754 11932 34240 I. UNITED WAY FINANCIAL STABILITY- PROVIDING OPPORTUNITIES FOR INDIVIDUALS AND FAMILIES TO BECOME FINANCIALLY SELF-SUFFICIENT.THROUGH THE UNITED WAY FINANCIAL STABILITY INITIATIVE, COMMUNITY LEADERS FROM ALL SECTORS COLLABORATE TO FOCUS ON: 1) PROVIDING FINANCIAL EDUCATION OPPORTUNITIES; 2) INCREASING THE USE OF FREE TAX PREPARATION SERVICES AND PROMOTING THE EARNED INCOME TAX CREDIT; AND 3) ADVOCATING FOR LOCAL, STATE AND FEDERAL POLICY CHANGE TO HELP PREVENT POVERTY AND TO HELP PEOPLE MOVE OUT OF POVERTY. IN 2012, 44 STUDENTS IN 2 ST. JOSEPH SCHOOL DISTRICT ELEMENTARY SCHOOLS PARTICIPATED IN UNITED WAY MILLIONAIRES' CLUB, AN AFTER-SCHOOL FINANCIAL EDUCATION PROGRAM CONDUCTED IN PARTNERSHIP WITH US BANK. THE GOAL OF UNITED WAY MILLIONAIRES' CLUB IS TO TEACH YOUNG CHILDREN THE IMPORTANCE OF MAKING WISE FINANCIAL DECISIONS AND TO EQUIP THEM WITH THE TOOLS TO DO SO. THE FINANCIAL STABILITY INITIATIVE PROMOTED FREE TAX PREPARATION SERVICES OFFERED BY PARTNER AGENCIES BARTLETT CENTER AND INTERSERV. DURING THE 2012 TAX SEASON, A TOTAL OF 2,352 INDIVIDUALS RECEIVED TAX ASSISTANCE THROUGH UNITED WAY PARTNER AGENCIES. PREPARERS FILED 468 EARNED INCOME TAX CREDIT RETURNS FOR A TOTAL OF $405,546, PLUS OVER $1.72 MILLION WERE RECEIVED LOCALLY THROUGH TAX REFUNDS. FREE TAX PREPARATION SERVICES HELP PEOPLE KEEP AND SAVE THEIR OWN MONEY.II. UNITED WAY LEADERSHIP ST. JOSEPH BUILDING THE SKILLS OF INDIVIDUALS TO BE EFFECTIVE LEADERS IN THE COMMUNITY. UNITED WAY LEADERSHIP ST. JOSEPH IS AN ANNUAL, YEAR-LONG LEADERSHIP DEVELOPMENT PROGRAM FOR ADULTS LIVING OR WORKING IN THE ST. JOSEPH AREA. THE PROGRAM HELPS CREATE A NETWORK OF TRAINED INDIVIDUALS WILLING TO ENGAGE IN LEADERSHIP AND COMMUNITY SERVICE WITH ENHANCED KNOWLEDGE OF OUR COMMUNITY'S OPPORTUNITIES, REALITIES, AND CHALLENGES. IN 2012, 24 COMMUNITY MEMBERS COMPLETED THE PROGRAM, JOINING OVER 700 PAST GRADUATES. DURING THE YEAR, PARTICIPANTS LEARNED AND PRACTICED PROJECT DEVELOPMENT RELATED TO ESSENTIAL LEADERSHIP SKILLS. THE CLASS WAS DIVIDED INTO FOUR GROUPS AND CHALLENGED TO LEARN THE PROCESS OF DEVELOPING A PROJECT THAT WOULD MEET A COMMUNITY NEED. THE CHALLENGE RESULTED IN THE FOLLOWING PROJECTS: TINY TOT TOWN COMEBACK, YWCA ECONOMIC EMPOWERMENT POGRAM, DIAPER DEPOT, AND A BIG BROTHERS BIG SISTERS RECRUITMENT VIDEO. THE 2012 DISTINGUISHED LEADER AWARD WAS PRESENTED TO CLASS OF 2005 ALUMNUS, KYLEE STROUGH. SHE WAS HONORED IN RECOGNITION OF HER EXCEPTIONAL COMMUNITY LEADERSHIP.III. UNITED WAY PROFIT IN EDUCATION- TO IMPROVE THE EDUCATION LEVEL OF THE POTENTIAL AND CURRENT WORKFORCE.UNITED WAY PROFIT IN EDUCATION WORKS TO IMPROVE THE HIGH SCHOOL GRADUATION RATE, INCREASE THE PERCENTAGE OF ADULTS WHO ATTAIN THEIR GEDS, ENCOURAGE LIFE-LONG LEARNING, AND PROVIDE AN EDUCATED WORKFORCE WHO CAN BE SUCCESSFUL AND STABLE IN THEIR CAREERS. IN 2012, UNITED WAY BEST (BUSINESS AND EDUCATION SUCCEED TOGETHER) PROGRAM SERVED OVER 50 STUDENTS, GRADES 7-10. BUSINESS PARTNERS WORKED WITH STUDENTS, HELPING THEM LEARN ABOUT LOCAL BUSINESSES, DIFFERENT JOBS AVAILABLE, AND REQUIRED TRAINING AND EDUCATION. ALSO, UNITED WAY READING ADVENTURE, A SUMMER READING PROGRAM, WAS HELD AT 5 SITES. ON AVERAGE, 70 VOLUNTEERS READ WITH 200 CHILDREN EACH WEEK.IV. UNITED WAY SUCCESS BY 6- PREPARING CHILDREN TO BE SUCCESSFUL LEARNERS WHEN THEY BEGIN KINDERGARTEN.UNITED WAY SUCCESS BY 6 FOSTERS AND PARTICIPATES IN COMMUNITY-WIDE PARTNERSHIPS TO PREPARE YOUNG CHILDREN FOR FUTURE SUCCESS. THE INITIATIVE AIMS TO STRENGTHEN THE SYSTEM THAT NURTURES THE COMMUNITY'S YOUNGEST CHILDREN BY WORKING WITH PARENTS, CHILDCARE PROVIDERS, EARLY EDUCATION TEACHERS, AND LOCAL BUSINESSES WHO CAN ALL HELP CHILDREN DEVELOP. DURING THE YEAR, 120 INCOMING KINDERGARTENERS GRADUATED FROM UNITED WAY KINDERGARTEN JUMPSTART AND UNITED WAY KINDERCLUB, TWO KINDERGARTEN READINESS PROGRAMS. THE INITIATIVE CONTINUES TO FOCUS ON SUPPORTING QUALITY IMPROVEMENT EFFORTS OF AREA CHILDCARE PROVIDERS. FACED WITH DRAMATIC STATE FUNDING CUTS, UNITED WAY'S SUCCESS BY 6 CONVENED COMMUNITY LEADERS TO DETERMINE HOW TO EFFECTIVELY ADDRESS NEW GAPS. A COMMUNITY-WIDE CHILDCARE PROVIDER TRAINING PLAN WAS CREATED THAT LEVERAGES RESOURCES AND BRINGS ADDITIONAL FUNDERS TO THE TABLE. IN RESPONSE TO THE CONTINUING NEED FOR MANAGEMENT AND LEADERSHIP TRAINING OF CHILDCARE DIRECTORS, UNITED WAY'S SUCCESS BY 6 ENHANCED AND EXPANDED DIRECTORS' NETWORKING MEETINGS AND ASSUMED RESPONSIBILITY FOR THE DIRECTORS' SYMPOSIUM.V. UNITED WAY VOLUNTEER CENTER- CONNECTING THE COMMUNITY THROUGH VOLUNTEERISM.THE UNITED WAY VOLUNTEER CENTER IS A CENTRAL RESOURCE FOR VOLUNTEER NEEDS ACROSS THE GREATER ST. JOSEPH REGION. INDIVIDUALS, GROUPS, AND CORPORATIONS SEEKING VOLUNTEER OPPORTUNITIES CAN FIND A VARIETY OF OPTIONS CALLING FOR VARYING COMMITMENTS AVAILABLE AT MANY DIFFERENT NON-PROFIT ORGANIZATIONS. IN 2012, WITH THE ASSISTANCE OF CHICK-FIL-A, OVER 850 PEOPLE REGISTERED TO STAY UP-TO-DATE ABOUT AREA VOLUNTEER OPPORTUNITIES THROUGH THE UNITED WAY VOLUNTEER CENTER. VOLUNTEERS WORKING WITH UNITED WAY STUFF THE BUS! SCHOOL SUPPLIES DRIVE COLLECTED OVER 21,200 PACKAGES OF SCHOOL SUPPLY ITEMS FOR STUDENTS WHO NEEDED THEM. A HOLIDAY VOLUNTEER GUIDE WAS CREATED AND OFFERED TO CONNECT THOSE WANTING TO VOLUNTEER DURING THE SEASON. FIFTY-SIX NEW VOLUNTEER OPPORTUNITIES WERE POSTED, AND SEVEN ADDITIONAL NON-PROFITS WERE REGISTERED WITH UNITED WAY VOLUNTEER CENTER IN 2012. 71577 COMMUNICATIONSIT TAKES STRONG COMMUNITY SUPPORT TO PRODUCE THE LEVEL OF PROGRAM ACHIEVEMENTS (LISTED UNDER 4A), AND SUSTAINING THAT SUPPORT REQUIRES AN ACTIVE COMMUNICATIONS EFFORT. UNITED WAY LETS DONORS AND THE GENERAL PUBLIC KNOW ABOUT THE ORGANIZATION'S ACCOMPLISHMENTS THROUGH PRINTED MATERIALS INCLUDING; AN ANNUAL REPORT, E-NEWSLETTERS, WEB SITE, VIDEO PRODUCTIONS, MEDIA OUTREACH, AND SPECIAL EVENTS. 121731 18655 OTHER PROGRAMS CONTRIBUTE TO THE OVERALL EFFECTIVENESS OF UNITED WAY IN ADDRESSING COMMUNITY NEEDS.I.PLANNING AND ALLOCATIONSTHE COMMUNITY INVESTMENT PROCESS, IN WHICH SOME 90 VOLUNTEERS WORK TO ENSURE THE MOST EFFECTIVE USE OF DONATED DOLLARS, IS AT THE HEART OF ACCOUNTABILITY FOR UNITED WAY. IN MAKING ALLOCATIONS RECOMMENDATIONS, THE VOLUNTEERS FOCUS ON SUPPORT FOR PROGRAMS THAT GET RESULTS. II. COMMUNITY BUILDINGUNITED WAY SERVES AS A CATALYST FOR ADDRESSING PROBLEMS IN THE COMMUNITY, AND STAFF MEMBERS TAKE ACTIVE ROLES IN COMMUNITY NETWORKS, SUCH AS THE ST. JOSEPH METRO CHAMBER OF COMMERCE, COMMUNITY ALLIANCE, CONTINUUM OF CARE, HEARTLAND HEALTH ETHICS COMMITTEE, EMPLOYMENT COALITION, KIWANIS, MISSOURI WESTERN STATE UNIVERSITY BOARD OF GOVERNORS, MY SUCCESS EVENT, THE P-20 COUNCIL, ROTARY CLUB #32, AND YOUNG EXECUTIVES NETWORK. UNITED WAY'S UNMET NEEDS COMMITTEE BRINGS TOGETHER REPRESENTATIVES OF NOT-FOR-PROFIT, FAITH-BASED, AND GOVERNMENT AGENCIES TO HELP IN CASES OF EXTREME NEED. THROUGH A COOPERATIVE APPROACH AND CAREFUL USE OF RESOURCES, THE COMMITTEE RESPONDED TO SUCH NEEDS AS CAR REPAIRS WHICH ALLOWED THE OWNERS TO DRIVE TO WORK AND PRESCRIPTION MEDICINE FOR A NEWLY UNINSURED, LAID OFF WORKER. 121731 18655 2892325 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 9 0 1 10 1 0 0 0 0 0 0 0 0 0 0 X 31 31 1 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 0 0 MO X X KYLEE STROUGH 8163642381 118 S 5TH ST JOSEPH MO 64502 BRADLEY DEBRA 1.00 X 0 0 0 BURKE TOM 1.00 X 0 0 0 CLINTON GEORGE 1.00 X 0 0 0 CRIPE DAVID 1.00 X 0 0 0 EHLERT TODD 1.00 X 0 0 0 EIMAN PATTI 1.00 X 0 0 0 ELLIS DR WILLIAM 1.00 X 0 0 0 MARTIN ROGER 1.00 X 0 0 0 MCANALLY BRAD 1.00 X 0 0 0 MURPHY MICHAEL 1.00 X 0 0 0 PRITCHETT ROBERT L 1.00 X 0 0 0 PULIDO MICHAEL 1.00 X 0 0 0 RICHMOND TOM 1.00 X 0 0 0 RUCKER LAVELL 1.00 X 0 0 0 SHEARIN HEATHER 1.00 X 0 0 0 STEELE DARREN 1.00 X 0 0 0 STEIN ADAM 1.00 X 0 0 0 TEWELL TOM 1.00 X 0 0 0 TITCOMB BILL 1.00 X 0 0 0 VARTABEDIAN DR ROBERT 1.00 X 0 0 0 VEALE MIKE 1.00 X 0 0 0 WOODS JULIE 1.00 X 0 0 0 WRIGHT SETH 1.00 X 0 0 0 CONNALLY CHIEF CHRIS 1.00 X 0 0 0 SEVERN BILL 3.00 X X 0 0 0 MEIERHOFFER TODD W 2.00 X X 0 0 0 CAROLUS BRETT 2.00 X X 0 0 0 HORN JASON 2.00 X X 0 0 0 RYAN AMY 2.00 X X 0 0 0 JOHNSON BEERY 2.00 X X 0 0 0 WOLLENMAN BOB 3.00 X X 0 0 0 STROUGH KYLEE 50.00 X 74677 0 14489 74677 0 14489 0 0 0 0 0 33736 13300 3216840 49394 3263876 LEADERSHIP PROGRAMS 611430 28835 28835 REVENUE FROM SERVICES 611710 17315 17315 PROFIT IN EDUCATION 611710 5405 5405 STUFF THE BUS 611710 1340 1340 52895 113701 113701 71273 0 71273 71273 71273 525476 462321 3605 63155 -3605 59550 59550 8413 13300 12582 -4169 -4169 MISCELLANEOUS 900099 4734 4734 4734 3561860 52895 0 245089 2413263 2413263 11932 11932 89166 68658 8917 11591 267463 162455 43978 61030 9253 5644 1513 2096 30157 16853 5563 7741 25070 16140 3760 5170 17055 11731 2063 3261 16280 11198 1969 3113 15949 10465 2125 3359 11151 4009 1486 5656 11056 6331 1630 3095 33079 19746 5420 7913 4445 3337 456 652 22817 20184 229 2404 38972 24163 6235 8574 11387 7157 1781 2449 DUES AND SUBSCRIPTIONS 36006 22608 5757 7641 PARENT AWARENESS MATERI 24935 24935 TRAINING 11817 11817 EQUIPMENT RENT AND MAIN 9076 5680 1430 1966 17547 14019 677 2851 3127876 2892325 94989 140562 1294594 1337281 1389470 1186630 2872078 3081738 6007 7773 876941 362350 510258 514591 3081142 3662772 3302 2664 9156851 9793449 2715947 2709179 2715947 2709179 X 3535964 4018391 995900 1153139 1909040 1912740 6440904 7084270 9156851 9793449 X 433984 220582 -11200 X X 0 1 X 1 0 X 3839142 3488716 3352873 3467743 3263876 17412350 3839142 3488716 3352873 3467743 3263876 17412350 17412350 102393 90376 179080 163661 184974 720484 11081 21225 13147 45453 18178287 286379 0.95790 0.96600 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS FUNDRAISING REVENUE MISCELLANEOUS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2686304 4000 287039 15224 2962119 2677743 14000 -5439 2686304 2168256 265370 244117 2677743 1789634 260650 117972 2168256 0.23650 0.64570 0.11780 0 0 33400 33400 795038 337231 457807 48503 25119 23384 514591 X 3861218 220582 75171 295753 3565465 -3605 -3605 3561860 3217852 75171 14805 89976 3127876 0 3127876 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE UNITED WAY OF GREATER ST. JOSEPH HAS THREE PERMANENTLY RESTRICTED ENDOWMENT FUNDS. ONE ENDOWMENT IS FOR THE OPERATION OF THE ORGANIZATION. THE SECOND ENDOWMENT, THE SUCCESS BY 6 ENDOWMENT, WILL BE USED TO FUND PROGRAMS AND SERVICES TO ENSURE THAT ALL CHILDREN ARE HEALTHY AND READY TO ENTER KINDERGARTEN. THE THIRD ENDOWMENT, THE CRYSTAL CIRCLE ENDOWMENT, IS FOR PERPETUAL LEADERSHIP GIFTS TO THE ANNUAL CAMPAIGN. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION CONSIDERED UNCERTAIN TAX POSITIONS UNDER FIN48 (ASC 740) AND DETERMINED THAT NO LIABILITY FOR UNCERTAIN TAX POSITIONS SHOULD BE RECORDED AS OF DECEMBER 31, 2012. THEREFORE, THERE IS NO FOOTNOTE REGARDING SUCH LIABILITY IN THE ORGANIZATION'S FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF PROPERTY -3,605. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF PROPERTY 3,605. TRANSFER TO UNITED WAY PROGRAM 11,200. CAMPAIGN DINNERS 21713 13300 8413 9925 2657 21713 13300 8413 9925 2657 12582 -4169 1 AMERICAN RED CROSS 401 NORTH 12TH STREET ST JOSEPH MO 64501 440545909 501C3 229355 GENERAL OPERATING COST AMERICAN RED CROSS (CIF) 401 NORTH 12TH STREET ST JOSEPH MO 64501 440545909 501C3 5000 DISASTER RELIEF BARTLETT CENTER 409 SOUTH 18TH ST JOSEPH MO 64501 237116216 501C3 31389 GENERAL OPERATING COSTS BARTLETT CENTER (HELP FUND) 409 SOUTH 18TH ST JOSEPH MO 64501 237116216 501C3 8000 SOCIAL ADVOCATE PROGRAM BARTLETT CENTER (CIF) 409 SOUTH 18TH ST JOSEPH MO 64501 237116216 501C3 1325 EQUIPMENT PURCHASE BIG BROTHERS AND BIG SISTERS 1202 SOUTH 28TH STREET ST JOSEPH MO 64507 436068464 501C3 28758 GENERAL OPERATING COSTS BOY SCOUTS-PONY EXPRESS COUNCIL 1704 BUCKINGHAM ST JOSEPH MO 64506 440546279 501C3 115583 GENERAL OPERATING COST CATHOLIC CHARITIES 902 EDMOND SUITE 204 ST JOSEPH MO 64501 430887779 501C3 95008 GENERAL OPERATING COST CATHOLIC CHARITIES (CIF) 902 EDMOND SUITE 203 ST JOSEPH MO 64501 430887779 501C3 9787 PERMANENT HOUSING PROGRAM CATHOLIC CHARITIES (HELP FUND) 902 EDMOND SUITE 203 ST JOSEPH MO 64501 430887779 501C3 4500 PERMANENT HOUSING PROGRAM COMMUNITY MISSIONS CORPORATION 700 OLIVE STREET ST JOSEPH MO 64501 900180479 501C3 28699 GENERAL OPERATING COST FAMILY GUIDANCE 724 NORTH 22ND STREET ST JOSEPH MO 64501 440666362 501C3 282907 GENERAL OPERATING COST FAMILY GUIDANCE (HELP FUND) 724 NORTH 22ND STREET ST JOSEPH MO 64501 440666362 501C3 10000 DENTAL CARE FOR HEALTH CARE HOME PROGRAM FAMILY GUIDANCE (CIF) 724 NORTH 22ND STREET ST JOSEPH MO 64501 440666362 501C3 4525 PURCHASE SCHOOL BUS GIRL SCOUTS OF NE KS AND NW MO 3300 DALE AVENUE SUITE 105 ST JOSEPH MO 64506 430892926 501C3 1986 GENERAL OPERATING COSTS ST JOSEPH HABITAT FOR HUMANITY (CIF) 827 S 9TH STREET ST JOSEPH MO 64501 431733608 501C3 12500 HABITAT RESTORE HEARTLAND HEALTH (HELP FUND) 5325 FARAON ST JOSEPH MO 64506 440545289 501C3 5000 DENTAL MISSIONARIES INTERFAITH COMMUNITY SERVICES 200 CHEROKEE ST JOSEPH MO 64504 440545910 501C3 444020 GENERAL OPERATING COSTS INTERFAITH COMMUNITY SERVICES (CIF) 200 CHEROKEE ST JOSEPH MO 64504 440545910 501C3 450 PROJECT HOMELESS CONNECT LEGAL AID OF WESTERN MISSOURI 106 SOUTH 7TH STREET 4TH FLOOR ST JOSEPH MO 64501 430824638 501C3 74360 GENERAL OPERATING COST LEGAL AID OF WESTERN MISSOURI (CIF) 106 SOUTH 7TH STREET 4TH FLOOR ST JOSEPH MO 64501 430824638 501C3 5500 COMMUNITY OUTREACH AND EDUCATION NW MISSOURI COMMUNITY SERVICES 1203 NORTH 6TH STREET ST JOSEPH MO 64501 431496809 501C3 129430 GENERAL OPERATING COSTS SALVATION ARMY 622 MESSANIE ST JOSEPH MO 64501 440545998 501C3 103774 GENERAL OPERATING COSTS SECOND HARVEST (HELP FUND) 915 DOUGLAS ST JOSEPH MO 64505 431268319 501C3 8000 BACKPACK BUDDIES PROGRAM SOCIAL WELFARE BOARD (HELP FUND) 904 SOUTH 10TH STREET ST JOSEPH MO 64503 446000455 GOVERNMENT AGENCY 8000 DIABETES MANAGEMENT INITIATIVE SPECIALTY INDUSTRIES 3801 SOUTH LEONARD ROAD ST JOSEPH MO 64503 430896903 501C3 5276 GENERAL OPERATING COST ST JOSEPH HEALTH AND SAFETY COUNCIL 118 SOUTH 5TH LOWER LEVEL ST JOSEPH MO 64501 440548468 501C3 73751 GENERAL OPERATING COSTS ST JOSEPH HEALTH AND SAFETY COUNCIL (HELP FUND) 118 SOUTH 5TH LOWER LEVEL ST JOSEPH MO 64501 440548468 501C3 1890 BIKE SAFETY & HELMET PROGRAM THE CENTER 902 EDMOND SUITE 203 ST JOSEPH MO 64501 431615018 501C3 33542 GENERAL OPERATING COST UCP OF NW MISSOURI 3303 FREDERICK AVENUE ST JOSEPH MO 64506 430909607 501C3 175373 GENERAL OPERATING COST YMCA 315 SOUTH 6TH ST JOSEPH MO 64501 440552491 501C3 176087 GENERAL OPERATING COSTS YMCA 315 SOUTH 6TH ST JOSEPH MO 64501 440552491 501C3 9748 POOL LIFT EQUIPMENT YWCA 304 NORTH 8TH ST JOSEPH MO 64501 440552219 501C3 257228 GENERAL OPERATING COSTS YWCA (HELP FUND) 304 NORTH 8TH ST JOSEPH MO 64501 440552219 501C3 4500 ENCORE PROGRAM THE CENTER 902 EDMOND SUITE 203 ST JOSEPH MO 64501 431615018 501C3 30000 MENTAL HEALTH SERVICES HURRICANE SANDY RECOVERY FUND 2 PARK AVE NEW YORK NY 10016 132617681 501C3 5000 DISASTER RELIEF ADJUSTMENTS NOT REQUIRING DETAIL -6988 PRIOR YEAR ALLOCATION ADJUSTMENTS AND WRITE OFFS 23 COLLEGE SCHOLARSHIPS FOR EARLY CHILDHOOD PROFESSIONAL 13 7765 MEDICAL 1 530 HOUSING ASSISTANCE 7 2603 TRANSPORATION 2 761 EVENT MONITOR 1 273 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE UNITED WAY MONITORS GRANT FUNDS BY REQUIRING GRANT RECIPIENTS TO SUBMIT TO THE UNITED WAY BUDGET FORMS ON AN ANNUAL BASIS. GRANT RECIPIENTS MUST ALSO SUBMIT ANNUAL OUTCOME REPORTS DETAILING THEIR ACCOMPLISHMENTS. MONTHLY FINANCIAL STATEMENTS ARE ALSO REQUIRED PRIOR TO A RELEASE OF AN AGENCY'S MONTHLY ALLOCATION. GRANTEES MUST ALSO PROVIDE TO THE UNITED WAY A YEAR-END REPORT AND AN UP-TO-DATE AUDIT CONDUCTED BY A PROFESSIONAL INDEPENDENT AUDITOR. OTHER SPECIFIC FINANCIAL MATERIALS MAY BE REQUESTED, AS NECESSARY. THIS INFORMATION IS NOT ONLY REVIEWED BY THE UNITED WAY STAFF, BUT BY COMMUNITY VOLUNTEERS ON A YEARLY BASIS. X 8 23556 FAIR MARKET VALUE X VARIOUS 3 25838 FAIR MARKET VALUE 0 0 1 THIRD PARTY USE: PART I, LINE 32B: THE UNITED WAY OF GREATER ST JOSEPH'S POLICY RELATED TO THIRD PARTIES IS AS FOLLOWS - GIFTS OF STOCKS, BONDS OR OTHER PROPERTY IS LIQUIDATED AS SOON AS POSSIBLE UPON RECIEPT. SUCH LIQUIDATED ASSETS ARE THEN DEPOSITED. THE UNITED WAY OF GREATER ST. JOSEPH USES THE SERVICE OF A THIRD PARTY BROKER TO LIQUIDATE THESE ASSETS. FORM 990, PART VI, SECTION A, LINE 2 HEATHER SHEARIN MAY HAVE BUSINESS A RELATIONSHIP WITH MULTIPLE BOARD MEMBERS. KYLEE STROUGH IS CHAIR OF THE MISSOURI WESTERN STATE UNIVERSITY BOARD OF GOVERNORS AND ROBERT VARTABEDIAN IS PRESIDENT OF MISSOURI WESTERN STATE UNIVERSITY. ALL BOARD MEMBERS AND THE KEY EMPLOYEE DISCLOSE THEIR BUSINESS RELATIONSHIPS EACH YEAR ON THE CONFLICT OF INTEREST POLICY. THESE ARE KEPT ON RECORD AT THE UNITED WAY OF GREATER ST. JOSEPH OFFICE. FORM 990, PART VI, SECTION A, LINE 6 EACH CONTRIBUTOR TO THE UNITED WAY CAMPAIGN IS A MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE GENERAL MEMBERSHIP ELECTS THE BOARD OF DIRECTORS AT THE ANNUAL MEETING. TERMS OF BOARD MEMBERS ARE STAGGERED, WITH ONE-THIRD OF MEMBERS BEING ELECTED EACH YEAR. THE BOARD MEMBERS MAY ELECT REPLACEMENT BOARD MEMBERS DURING THE YEAR IF A VACANCY SHOULD OCCUR. FORM 990, PART VI, SECTION A, LINE 8B UNITED WAY BOARD MEETINGS, EXECUTIVE COMMITTEE MEETINGS, AND FINANCE COMMITTEE MEETINGS ALL KEEP MINUTES. ALL SUB-COMMITTEES THAT MAKE RECOMMENDATION TO THE UNITED WAY BOARD OF DIRECTORS OR COMMIT UNITED WAY TO FINANCIAL TRANSACTIONS KEEP MINUTES. FORM 990, PART VI, SECTION B, LINE 11 A COMPLETED 990 IS REVIEWED BY THE BOARD OF DIRECTORS AT A REGULAR MEETING PRIOR TO THE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE UNITED WAY OF GREATER ST JOSEPH REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY BY: 1)MAINTAINING RECORDS OF THE CONFLICT OF INTEREST FORMS COMPLETED AND SIGNED EACH YEAR BY BOARD MEMBERS AND KEY STAFF; 2)REQUIRING MEMBERS TO DISCLOSE ANY DUALITY OR CONFLICT OF INTEREST ON ANY MATTER COMING TO A VOTE BY THE BOARD, PRIOR TO THAT VOTE BEING TAKEN. A MEMBER DISCLOSING A CONFLICT OF INTEREST MAY NOT VOTE ON THE MATTER AND THE MINUTES OF THE MEETING MUST REFLECT THAT A DISCLOSURE WAS MADE AND THAT THERE WAS AN ABSTENTION BY THAT MEMBER. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING THE COMPENSATION OF THE PRESIDENT AND CEO OF THE UNITED WAY OF GREATER ST JOSEPH INCLUDES THE FOLLOWING STEPS- 1)THE PRESIDENT COMPLETES A SELF EVALUATION FORM THAT ENUMERATES THE GOALS AND ACCOMPLISHMENTS OF THE YEAR. THIS FORM IS SUBMITTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS; 2)THE EXECUTIVE COMMITTEE AND ANY BOARD MEMBER WHO WOULD LIKE TO PARTICIPATE MEETS WITH THE PRESIDENT AND REVIEWS THE PRESIDENT'S ACCOMPLISHMENTS FOR THE YEAR, MONITORING PROGRESS TOWARD GOALS. 3)THE EXECUTIVE COMMITTEE CONSIDERS THE UNITED WAY WORLDWIDE SALARY SURVEY OF COMPARABLE UNITED WAY ORGANIZATIONS IN SIZE AND REGION. ALL MOTIONS ARE RECORDED IN EXECUTIVE COMMITTEE MINUTES. 4)THE EXECUTIVE COMMITTEE PRESENTS INFORMATION ON THE ENTIRE EVALUATION TO THE BOARD OF DIRECTORS, ALONG WITH A SALARY RECOMMENDATION FOR THE PRESIDENT. THE BOARD THEN REVIEWS THE INFORMATION PROVIDED AND ASKS ADDITIONAL QUESTIONS IF DESIRED. THE BOARD OF DIRECTORS MUST APPROVE THE RECOMMENDATION OR MAKE THEIR OWN RECOMMENDATION ON THE COMPENSATION OF THE PRESIDENT AND CEO. THE RECOMMENDATION IS VOTED ON BY THE BOARD AND RECORDED IN THE MINUTES OF THE DECEMBER BOARD MEETING. 15B) NO OTHER EMPLOYEES ARE COMPENSATED AT A LEVEL THAT WOULD REQUIRE THIS PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT THE UNITED WAY OF GREATER ST JOSEPH OFFICE AT 118 S. 5TH STREET, ST JOSEPH, MO 64501. ANY INDIVIDUAL OR ORGANIZATION WHO WOULD LIKE TO SEE THESE DOCUMENTS MAY DO SO DURING NORMAL OFFICE HOURS OF 8 AM TO 5 PM CENTRAL TIME, MONDAY THROUGH FRIDAY. THE PHONE NUMBER FOR THE UNITED WAY OF GREATER ST JOSEPH IS (816) 364-2381. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: TRANSFER TO UNITED WAY PROGRAM -11,200. FORM 990, PART XII, LINE 2C, OVERSIGHT PROCESS PROCESS IS CONSISTENT WITH PRIOR YEARS.