2013-08-19T13:03:28-05:00 2013-04-30 208004844 BATES CARTER & CO LLP PO DRAWER 2396 GAINESVILLE GA 30503 990 2012-05-01 586011393 UNITED WAY OF HALL COUNTY INC UNIT 7705361121 PO BOX 2656 GAINESVILLE GA 305032656 JACQUELYN WALLACE 7705361121 2013-08-14 1 KRISTI GRIFFIN P01318141 7705329131 2013-07-16 2012 2016-02-24 21:20:13Z JACQUELYN WALLACE 527 OAK STREET GAINESVILLE GA 30501 1866765 0 X WWW.UNITEDWAYHALLCOUNTY.ORG X 1948 GA OUR MISSION IS UNITING PEOPLE, RESOURCES AND ORGANIZATIONS TO IMPROVE LIVES IN HALL COUNTY. 32 32 5 100 0 0 1835425 1854785 1650 1800 16231 10180 0 0 1853306 1866765 1355911 1699694 0 0 209823 213032 0 0 160588 176403 174363 1742137 2087089 111169 -220324 3022906 3154007 1313721 1665145 1709185 1488862 X THE MISSION OF UNITED WAY OF HALL COUNTY IS UNITING PEOPLE, RESOURCES AND ORGANIZATIONS TO IMPROVE LIVES IN HALL COUNTY. 0 0 1758378 1699694 1800 UNITED WAY OF HALL COUNTYS MISSION IS TO UNITE PEOPLE, ORGANIZATIONS AND RESOURCES TO IMPROVE LIVES IN HALL COUNTY. UNITED WAY FOSTERS RELATIONSHIP TO COLLECTIVELY FOCUS ON ISSUES THAT ARE IMPORTANT AND VITAL IN EVERY RESIDENT OF HALL COUNTY HAVING A GOOD LIFE. WE DO THIS THROUGH ENCOURAGING INDIVIDUALS, COMPANIES AND OTHER NON-PROFITS TO GIVE FINANCIAL RESOURCES, ADVOCATE FOR ISSUES THAT ARE IMPORTANT TO OUR COMMUNITY AND VOLUNTEER THEIR TIME. UNITED WAY OF HALL COUNTY BELIEVE EDUCATION, INCOME AND HEALTH ARE THE BUILDING BLOCKS OF A GOOD LIFE AND HAS ESTABLISHED THE FOLLOWING AS PRIORITIES: EDUCATION HELPING PEOPLE, FROM BIRTH THROUGH ADULT, ACHIEVE THEIR POTENTIAL THROUGH LEARNING. WE BELIEVE THAT LEARNING BEGINS AT BIRTH AND CONTINUES THROUGHOUT LIFE. OUR ASPIRATION IS THAT ALL RESIDENTS OF HALL COUNTY WILL HAVE OPPORTUNITIES TO LEARN WHICH HELP THEM ACHIEVE THEIR POTENTIAL. THEREFORE, WE WILL INVEST IN: 1. EARLY LEARNING 2. THE WELL-BEING OF SCHOOL AGE CHILDREN AND ADOLESCENTS 3. BASIC LITERARY AND COMPREHENSION DEVELOPMENT SKILLS INCOME SUPPORTING FAMILIES WHILE THEY ACTIVELY ACHIEVE FINANCIAL STABILITY AND INDEPENDENCE. WE BELIEVE FAMILIES AND INDIVIDUALS FACE OBSTACLES TO ACHIEVING FINANCIAL STABILITY AND INDEPENDENCE. OUR ASPIRATION IS THAT ALL RESIDENTS OF HALL COUNTY HAVE OPPORTUNITIES TO MEET THEIR BASIC NEEDS AND SELF-SUFFICIENCY. THEREFORE, WE WILL INVEST IN: 1. RESOURCES PROVIDING FOOD, SHELTER AND CLOTHING 2. ADDRESSING BARRIERS TO SELF-SUFFICIENCY 3. PROMOTION OF FINANCIAL SECURITY HEALTH IMPROVING PEOPLES PHYSICAL, MENTAL AND SOCIAL WELL-BEING. WE BELIEVE IN IMPROVING EVERYONES HEALTH AND SAFETY. OUR ASPIRATION IS THAT ALL RESIDENTS OF HALL COUNTY ARE HEALTHY AND SAFE. THEREFORE, WE WILL INVEST IN: 1. EFFORTS TO BREAK THE CYCLE OF DOMESTIC VIOLENCE, ABUSE AND NEGLECT 2. IMPROVING ACCESS TO PRIMARY MEDICAL, BEHAVIORAL AND DENTAL CARE 3. PREVENTION OF AND INTERVENTION IN UNSAFE OR UNHEALTHY BEHAVIORS 1758378 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 32 32 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 GA X X JACQUELYN WALLACE 7705361121 527 OAK STREET SW GAINESVILLE GA 30501 ELIZABETH UMBERSON 2.00 X X 0 0 0 SPENCE PRICE 2.00 X X 0 0 0 KELLY MATHIS LEE 1.00 X X 0 0 0 DARRELL SNYDER 1.00 X 0 0 0 BRIAN DANIEL 1.00 X 0 0 0 JEANNE HANLIN 1.00 X 0 0 0 DAVIS WHITE 2.00 X 0 0 0 MATT JOHNSON 1.00 X 0 0 0 PHILIP WILHEIT JR 2.00 X 0 0 0 ROSS CHRISTENSEN 1.00 X 0 0 0 DR SUSAN DANIELL 0.50 X 0 0 0 MICHAEL JOHN LOVELL 0.50 X 0 0 0 WENDY INGRAM 0.50 X 0 0 0 JIM FITZGERALD 0.50 X 0 0 0 DAPHNE DAVID 0.50 X 0 0 0 JENNY FLOYD 0.50 X 0 0 0 RON QUINN 0.50 X 0 0 0 MITCH CLARKE 0.50 X 0 0 0 SUZANNE JARRARD 0.50 X 0 0 0 MERRIANNE DYER 0.50 X 0 0 0 BRENDA BAHEL 0.50 X 0 0 0 SANDRA JOHNSON 0.50 X 0 0 0 DEBORAH MACK 0.50 X 0 0 0 LANA NIX 0.50 X 0 0 0 KENNY GEE 0.50 X 0 0 0 WES ROBINSON 0.50 X 0 0 0 JESSICA BUTLER 0.50 X 0 0 0 DAVID ABEE 0.50 X 0 0 0 JEANNE BUFFINGTON 0.50 X 0 0 0 ELIZABETH JACOBS CARSWELL 0.50 X 0 0 0 TIM EVANS 0.50 X 0 0 0 CHRISTINA JONES 0.50 X 0 0 0 DAVID SMITH 0.50 X 0 0 0 BRAD NURKIN 0.50 X 0 0 0 JACQUELYN L WALLACE 40.00 X 67259 0 13545 JOY GRIFFIN 40.00 X 42816 0 7493 110075 0 21038 0 0 0 0 0 1374 1853411 16850 1854785 RENTAL INCOME 532000 1800 1800 1800 10180 10180 1866765 1800 0 10180 1699694 1699694 133863 28894 37149 67820 62845 8228 47402 7215 294 43 251 2466 2466 13564 2502 6015 5047 22750 22750 8619 8619 16639 65 16574 31743 3491 10528 17724 2499 408 1179 912 24694 4198 11112 9384 1580 134 459 987 17725 6 1683 16036 17752 3018 7988 6746 14146 2405 6366 5375 5510 679 3314 1517 CAMPAIGN EVENTS 4634 4634 OTHER COMMUNITY IMPACT 4613 4613 TRAINING AND EDUCATION 1025 538 487 MISCELLANEOUS EXPENSE 434 304 130 2087089 1758378 168123 160588 167317 0 1596142 1849447 789650 838450 3596 7594 510745 225010 290882 285735 167429 167429 7890 5352 3022906 3154007 10028 5164 1303693 1659981 1313721 1665145 X 1700242 1454127 8943 34735 1709185 1488862 3022906 3154007 X -220324 1 X X 0 1 X 1 0 X 2051445 1932673 1931174 1835425 1854785 9605502 2051445 1932673 1931174 1835425 1854785 9605502 523921 9081581 43170 32620 18099 17226 10180 121295 9726797 5950 0.93370 0.93240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 168392 1475 1942 167925 168677 2015 2300 168392 169245 2336 2904 168677 169826 4845 5246 169245 169414 7912 7500 169826 1.00000 0.00000 0.00000 0 0 100000 100000 327756 155352 172404 73989 69408 4581 9000 250 8750 285735 ENDOWMENT FUND (CD) 167429 F 167429 1749703 26395 26395 1723308 143457 143457 1866765 1970026 26395 26395 1943631 143458 143458 2087089 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF ONE FUND ESTABLISHED TO PROMOTE COMMUNITY EDUCATIONAL PROGRAMS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS TO PARTNER AGENCIES AND OTHER UNITED WAYS 143,457. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS TO PARTNER AGENCIES AND OTHER UNITED WAYS 143,457. ROUNDING 1. 1 ALLIANCE FOR LITERACY 4-1/2 STALLWORTH STREET GAINESVILLE GA 30501 582203290 501(C)(3) 29300 TO HELP PEOPLE GAIN LIFE SKILLS THROUGH EDUCATION AND RESOURCES INCLUDING GED PREPARATION AND TESTING. AMERICAN RED CROSS - NORTHEAST GEORGIA CHAPTER 311 JESSE JEWELL PKWY SUITE 102B GAINESVILLE GA 30503 580637012 501(C)(3) 79700 TO ASSIST PEOPLE IN MEETING BASIC NEEDS AND PROVIDE SUPPORT FOR INDIVIDUALS OR FAMILIES IN CRISIS. NORTHEAST COUNCIL BOY SCOUTS OF AMERICA 148 BOY SCOUT TRAIL PENDERGRASS GA 30567 580566207 501(C)(3) 75400 TO INCREASE SCHOOL READINESS, IMPROVE ON-TIME GRADUATION RATES, AND PREPARE YOUTH FOR FUTURE. SUPPORT THE SCOUT REACH PROGRAM AND HISPANIC OUTREACH PROGRAM. BOYS & GIRLS CLUBS OF HALL COUNTY 1 POSITIVE PLACE GAINESVILLE GA 30503 580656890 501(C)(3) 252900 TO INCREASE SCHOOL READINESS, IMPROVE ON-TIME GRADUATION RATES, AND PREPARE YOUTH FOR FUTURE. TO SUPPORT THE CAREER LAUNCH PROGRAM AND THE TRIPLE PLAY HEALTHY HABITS PROGRAM. CHRISTIAN EDUCATION CENTER DBA CENTER POINT 1050 ELEPHANT TRAIL GAINESVILLE GA 30501 581022054 501(C)(3) 91700 TO SUPPORT MENTOR PROGRAM AND STUDENT COUNSELING SERVICES. CHALLENGED CHILD & FRIENDS INC 2360 MURPHY BLVD GAINESVILLE GA 30504 581622732 501(C)(3) 184500 TO INCREASE SCHOOL READINESS, IMPROVE ON-TIME GRADUATION RATES, AND PREPARE YOUTH FOR FUTURE. PROVIDE SUPPORT FOR THE SUMMER SENSATIONS PROGRAM, EARLY CHILDHOOD EDUCATION PROGRAM, AND THE HEALTH SERVICES PROGRAM. CHILDREN'S CENTER FOR HOPE & HEALING 615 OAK STREET GAINESVILLE GA 30501 581718580 501(C)(3) 120300 TO HELP PEOPLE GAIN LIFE SKILLS THROUGH EDUCATION AND RESOURCES THROUGH PROGRAMS SUCH AS WOMEN'S SERVICES PROGRAM, VICTIM SERVICES PROGRAM AND PROJECT PATHFINDER. GATEWAY DOMESTIC VIOLENCE CENTER CONFIDENTIAL SHELTER GAINESVILLE GA 30503 581447674 501(C)(3) 115400 TO ASSIST PEOPLE IN MEETING BASIC NEEDS AND PROVIDE SUPPORT FOR INDIVIDUALS OR FAMILIES IN CRISIS. SPECIFIC PROGRAMS INCLUDE A PREVENTION EDUCATION PROGRAM, CHILD WITNESS TO DOMESTIC VIOLENCE PROGRAM, TRANSITIONAL HOUSING, AND SURVIVOR SUPPORT GROUPS. GIRL SCOUTS OF HISTORIC GEORGIA 185 NEWTON BRIDGE RD ATHENS GA 30607 580566191 501(C)(3) 27350 TO INCREASE SCHOOL READINESS, IMPROVE ON-TIME GRADUATION RATES, AND PREPARE YOUTH FOR FUTURE. SUPPORT FINANCIAL LITERACY PROGRAM. GOOD NEWS CLINICS 810 PINE ST GAINESVILLE GA 30501 582058853 501(C)(3) 98500 TO IMPROVE ACCESS TO HEALTHCARE AND HELP RESIDENTS LIVE A HEALTHIER LIFESTYLE THROUGH SUPPORT OF A MEDICAL AND DENTAL CLINIC. RAPE RESPONSE INC 615 OAK STREET GAINESVILLE GA 30501 581788134 501(C)(3) 33000 TO ASSIST PEOPLE IN MEETING BASIC NEEDS AND PROVIDE SUPPORT FOR INDIVIDUALS OR FAMILIES IN CRISIS. TO SUPPORT DATE RAPE PREVENTION EDUCATION PROGRAMS. THE SALVATION ARMY 681 DORSEY ST GAINESVILLE GA 33501 580660607 501(C)(3) 230500 TO ASSIST PEOPLE IN MEETING BASIC NEEDS AND PROVIDE SUPPORT FOR INDIVIDUALS OR FAMILIES IN CRISIS. UNIVERSITY OF NORTH GEORGIA FOUNDATION - GAINESVILLE INC 3820 MUNDY MILL RD OAKWOOD GA 30566 586073474 501(C)(3) 11200 TO SUPPORT THE SUMMER SCHOLARS PROGRAM TO HELP AT RISK MIDDLE SCHOOL YOUTH, IMPROVE ON-TIME GRADUATION RATES, AND PREPARE FOR THE FUTURE. TEEN PREGNANCY PREVENTION INC PO BOX 157 GAINESVILLE GA 30503 581833152 501(C)(3) 67500 TO SUPPORT THE SMART GIRLS PROGRAM WHICH IS TARGETED TO MIDDLE AND HIGH SCHOOL GIRL WHO ARE IN NEED OF SUPPORT AND EDUCATION TO AVOID RISKY TEEN BEHAVIORS AND EARLY SEXUAL ACTIVITY; PREGNANT & PARENTING SUPPORT. THE GUEST HOUSE INC 320 TOWER HEIGHTS RD GAINESVILLE GA 30501 581764813 501(C)(3) 68800 TO PROVIDE THERAPUTIC ACTIVITIES TO SENIOR ADULTS WITH MEDICAL ISSUES SUCH AS DEMENTIA AND ALZHEIMERS WHO NEED DAYTIME CARE. HALL-DAWSON CASA 425 BRADFORD ST GAINESVILLE GA 30501 580234915 501(C)(3) 60700 TO PROVIDE SUPPORT FOR INDIVIDUALS OR FAMILIES IN CRISIS. COMMUNITY COUNCIL ON AGING 430 PRIOR ST SE GAINESVILLE GA 30501 581591227 501(C)(3) 24000 SUPPORT THE MEALS ON WHEELS PROGRAM. DISABILITY RESOURCE CENTER 470-A WOODSMILL RD GAINESVILLE GA 30501 581842953 501(C)(3) 20500 TO SUPPORT THE DURABLE MEDICAL EQUIPMENT LOAN PROGRAM WHICH HELPS PROVIDE DURABLE MEDICAL EQUIPMENT TO THOSE IN NEED. EAGLE RANCH 5500 UNION CHURCH RD FLOWERY BRANCH GA 30542 581497408 501(C)(3) 21100 TO SUPPORT COUNSELING PROGRAM FOR AT-RISK CHILDREN TO DEVELOP AND IMPLEMENT PLAN FOR A CHILD AND THEIR FAMILY TO IDENTIFY AND REPLACE DESTRUCTIVE BEHAVIOR PATTERNS AND WORK TOWARD FAMILY REUNIFICATION. EDMONDSON-TELFORD CENTER 603 WASHINGTON ST NW GAINESVILLE GA 30501 582250500 501(C)(3) 20000 TO SUPPORT THE FORENSIC INTERVIEW PROGRAM WHICH ENABLES INVESTIGATORS OF CHILD ABUSE OR NEGLECT CASES TO HAVE ACCESS TO STRONGER, MORE ACCURATE TESTIMONIES FROM VICTIMS THAT YIELD HIGHER PROSECUTION RATES FOR OFFENDERS. THREE DIMEMSIONAL LIFE 4141 OLD CORNELIA HWY GAINESVILLE GA 30507 311839266 501(C)(3) 20000 TO SUPPORT THE FAMILY RECOVERY PROGRAM WHICH EDUCATES, EQUIPS, AND EMPOWERS FAMILIES WHO ARE IN THE PREVENTION OR INTERVENTION STAGES OF DEALING WITH DESTRUCTIVE BEHAVIORS OF THEIR CHILDREN. BRENAU UNIVERSITY 500 WASHINGTON ST SE GAINESVILLE GA 30501 580566143 501(C)(3) 21106 PROVIDES DIAGNOSTIC OR EVALUATION TOOLS FOR PSYCHOLOGICAL TESTING. 22 22 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION HAS A YEARLY REVIEW OF AGENCY FINANCIAL CONDITION AND PROGRAM OUTCOMES. AN AGENCY LIAISON PROCESS IS ESTABLISHED WHERE A COMMUNITY VOLUNTEER IS MATCHED WITH AN AGENCY TO DEVELOP A YEAR-ROUND RELATIONSHIP. THOSE VOLUNTEERS REPORT BACK TO UNITED WAY SEMI-ANNUALLY AT A MINIMUM AND MAKE INVESTMENT RECOMMENDATIONS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 4 AS PART OF A REGULAR REVIEW OF THE ORGANIZATION'S BYLAWS BY THE GOVERNANCE COMMITTEE, THE FOLLOWING CHANGES WERE MADE TO MORE ACCURATELY REFLECT THE CURRENT STRUCTURE AND ACTIVITIES OF THE ORGANIZAITONS. THE SIGNIFICANT CHANGES TO THE BYLAWS WERE: 1. ADDITION OF THE ORGANIZATION'S PURPOSE 2. REMOVAL OF ANY REFERENCE TO MEMBERSHIP IN THE ORGANIZATION 3. CREATION OF AN ADVISORY BOARD 4. FORMALLY RECOGNIZED THE PRESIDENT AS AN OFFICER OF THE CORPORATION 5. REDEFINES THE COMMUNITY INVESTMENT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PRESENTED TO THE FINANCE COMMITTEE OF THE ORGANIZATION FOR APPROVAL PRIOR TO SUBMISSION. A COPY OF THE 990 IS PROVIDED TO THE BOARD OF DIRECTORS AND ANY CRITICAL PARTS ARE DISCUSSED AT A BOARD MEETING PRIOR TO FINAL APPROVAL AND SUBMISSION OF THE 990 BY THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ANNUALLY MONITORS COMPLIANCE WITH CONFLICT OF INTEREST POLICY. ALL EMPLOYEES, BOARD MEMBERS AND COMMITTEE MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS ANNUALLY. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER CONFLICT OF INTEREST AND ALL MATERIAL FACTS TO THE DIRECTOR AND MEMBERS OF COMMITTEES WITH BOARD-DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SERVES AS THE COMPENSATION COMMITTEE FOR THE ORGANIZATION. THEY ARE CHARGED WITH CONDUCTING THE ANNUAL PERFORMANCE REVIEW OF THE PRESIDENT. THE PRESIDENT'S ANNUAL SALARY IS DETERMINED BASED ON PERFORMANCE FROM THE PREVIOUS YEAR AS WELL AS REVIEW OF OTHER UNITED WAYS IN SAME GEOGRAPHICAL AREA AND SIZE. THE EXECUTIVE COMMITTEE WILL PROVIDE AN ANNUAL COMPENSATION REPORT TO THE BOARD OF DIRECTORS. ALL COMPENSATION WILL BE INCLUDED IN THE ANNUAL BUDGET AND SUBJECT TO APPROVAL BY THE FINANCE COMMITTEE AND BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE PUBLIC CAN VIEW THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ON THE WEBSITE. UPON REQUEST THE PUBLIC CAN RECEIVE GOVERNING DOCUMENTS, SUCH AS THE BYLAWS AND POLICIES SUCH AS CONFLICT OF INTEREST AND FINANCIAL STATEMENTS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: ROUNDING 1. FORM 990, PART XII, LINE 2C OVERSIGHT PROCESS NO CHANGE FROM PRIOR YEAR.