2012-05-14T15:01:00-05:00 2011-06-30 PLANTE & MORAN PLLC 111 E COURT ST SUITE 1A FLINT MI 485021647 990 2010-07-01 381359516 UNITED WAY OF GENESEE COUNTY UNIT 8102328121 PO BOX 949 FLINT MI 48501 JERRY LEMAN 8102328121 2012-05-11 1 TADD HARBURN 8107675350 2010 2016-02-24 21:20:13Z JERRY LEMAN PO BOX 949 FLINT MI 48501 5719021 0 X WWW.UNITEDWAYGENESEE.ORG X 1922 MI WE MOBILIZE THE COMMUNITY AND ITS RESOURCES, FORGE PARTNERSHIPS AND COLLABORATIONS WITH INDIVIDUALS, NON-PROFIT AGENCIES, GOVERNMENT, CORPORATIONS, ORGANIZED LABOR AND FOUNDATIONS, TO HELP CREATE SOLUTIONS. WE HAVE BROADENED OUR ROLE IN THE COMMUNITY BEYOND BEING JUST A FUNDRAISER AND GRANTOR. WE HAVE EITHER STARTED OR ARE A MEMBER OF 18 COLLABORATING OR PARTNERSHIPS THAT ARE WORKING TO FIND EFFICIENT SOLUTIONS FOR THE GAPS IN THE "SAFETY NET" OF SERVICES, FOR CHILDREN, FAMILIES AND OLDER ADULTS IN OUR COMMUNITY. 17 17 150 245 0 0 4425833 5143813 97610 141739 66799 132478 0 0 4590242 5418030 2252874 1641109 0 0 3130888 1710481 0 0 266163 3558262 3071034 8942024 6422624 -4351782 -1004594 8842808 8415357 1838757 1815801 7004051 6599556 UNITE PEOPLE, DEVELOP RESOURCES AND CREATE SOLUTIONS. OUR VISION IS TO BUILD A STRONGER FLINT AND GENESEE COUNTY BY MOBILIZING OUR COMMUNITY TO IMPROVE PEOPLES LIVES. 0 0 3893262 UNITED WAY OF GENESEE COUNTY'S SPECIAL INTITIATIVES, IN COLLABORATION WITH COMMUNITY PARTNERS, FOCUS ON THE BUILDING BLOCKS FOR A QUALITY LIFE - BASIC NEEDS/ STRENGTHENING FAMILIES, OLDER ADULTS AND CHILD/YOUTH DEVELOPMENT 1641109 1641109 141739 UNITED WAY OF GENESEE COUNTY PROVIDES GRANTS AND PAYS DESIGNATIONS TO NUMEROUS NONPROFIT AGENCIES THAT PROVIDE DIRECT SERVICES TO THE COMMUNITIES OF GENESEE COUNTY, MICHIGAN. 5534371 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 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 0 1 110 0 1 150 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 1 0 MI X SHARON S CECI 8107625828 328 S SAGINAW ST FLINT MI 48502 MIKE CANTOR 1.00 X X 0 0 0 RUDY ARMSTRONG 1.00 X 0 0 0 ALICIA BOOKER 1.00 X 0 0 0 RANDY WISE 1.00 X X 0 0 0 RAUL GARCIA 1.00 X 0 0 0 DAVID SOLIS 1.00 X X 0 0 0 DAVID NICKOLA 1.00 X 0 0 0 LAURIE PROCHAZKA 1.00 X 0 0 0 MARCY GARCIA 1.00 X 0 0 0 LARRY ROEHRIG 1.00 X 0 0 0 TAMMY SAUNAITIS 1.00 X 0 0 0 RAVI YALAMANCHI 1.00 X X 0 0 0 KAREN TOLER 1.00 X 0 0 0 AARON WHITSON 1.00 X 0 0 0 NORWOOD JEWELL 1.00 X 0 0 0 DONA KYLE 1.00 X 0 0 0 KATHLEEN DILWORTH 1.00 X 0 0 0 HANNAH GOODSTEIN 36.30 X 63131 0 27113 AMY MEISTER 36.30 X 62954 0 30359 RONALD J BUTLER 36.30 X 92553 0 27692 DIANA KELLY 36.30 X 69179 0 17381 JERRY LEMAN 36.30 X 0 0 0 287817 0 102545 0 0 0 0 0 113628 6448 929343 4094394 5143813 SERVICE FEES 900099 91083 91083 MISCELLANEOUS 900099 50656 50656 141739 80266 80266 353145 300933 52212 52212 52212 58 6448 58 0 5418030 141739 0 132478 1641109 1641109 371032 150669 63662 156701 772600 613294 150680 8626 489931 298374 149078 42479 76918 51195 18846 6877 72648 72648 17466 9122 5195 3149 1784071 1708161 75910 149644 114373 13003 22268 17746 7673 5508 4565 93081 60495 20309 12277 10598 10598 58427 48644 6324 3459 28124 28124 1960 1960 7702 3140 2840 1722 FOUNDATION GRANT EXPENS 441463 441463 GRANT RETURN EXPENSE 297068 297068 EQUIPMENT RENTAL AND MA 57135 31043 23597 2495 MISCELLANEOUS 28487 15992 11579 916 SUBSCRIPTIONS AND DUES 5414 3834 951 629 6422624 5534371 622090 266163 5366869 4944902 934650 864992 116074 183790 118136 115156 4940 2980 1356216 1643277 1064059 775416 8842808 8415357 566651 617406 300000 1272106 898395 1838757 1815801 X 3804886 4591583 2577749 1316978 621416 690995 7004051 6599556 8842808 8415357 X -1004594 600099 X X 0 1 1 X 1 1 X 9727409 8629198 9379704 4125833 5143815 37005959 9727409 8629198 9379704 4125833 5143815 37005959 8026153 28979806 355751 237698 142986 82651 80266 899352 134305 79505 22000 235810 38141121 484127 0.75980 0.78290 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 928272 111939 1040211 868372 59900 928272 1072464 -204092 868372 1.00000 1 0 99081 96101 2980 19055 19055 0 2980 BENEFICIAL INTEREST HELD BY THIRD PARTY 690995 PROMISES TO GIVE 84421 775416 POSTRETIREMENT BENEFIT OBLIGATIONS 898395 898395 5418030 6422624 -1004594 226483 -300000 673616 600099 -404495 5484524 226483 42968 69579 339030 5145494 272536 272536 5418030 6164932 42968 42968 6121964 300660 300660 6422624 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ANNUAL DISTRIBUTIONS FROM BENEFICIAL INTERESTS HELD BY 3RD PARTIES DO NOT HAVE RESTRICTIONS FOR USE. ANNUAL DISTRIBUTIONS FROM BENEFICIAL INTERESTS HELD BY 3RD PARTY WITH VARIANCE POWER CAN BE USED ONLY FOR: 1) RESPONSES TO SHORT-TERM CRISIS CONDITIONS IMPACTING HUMAN SURVIVAL AMONG GROUPS OF PEOPLE; 2) INITIAL PROGRAM START-UP TO MEET EMERGING NEW HUMAN NEEDS; OR 3) CAPITAL NEEDS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: UNDER PROVISION OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE APPLICABLE INCOME TAX REGULATIONS OF THE STATE OF MICHIGAN, THE ORGANIZATION IS EXEMPT FROM INCOME TAXES. THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). THERE WERE NO UNRELATED BUSINESS ACTIVITIES IN 2011 AND 2010. ACCORDINGLY, NO TAX EXPENSE WAS INCURRED DURING THE YEARS ENDED JUNE 30, 2011 AND 2010. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2011 AND 2010, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2008. PART XI, LINE 8 - OTHER ADJUSTMENTS: PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST 604,037. CHANGE IN VALUE OF TRUSTS HELD BY THIRD PARTY 69,579. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 69,579. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 272,536. PART XIII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 272,536. PAYMENTS TO NATIONAL ORGANIZATION 28,124. 1 AMERICAN RED CROSS 1401 S GRAND TRAVERSE FLINT MI 48503 530196605 501 (C) (3) 95000 ALLOCATION BIG BROTHERS BIG SISTERS OF FLINT 410 SECOND FLINT MI 48502 382259541 501 (C) (3) 66750 ALLOCATION TALL PINE COUNCIL BOY SCOUTS 507 W ATHERTON FLINT MI 48507 381357988 501 (C) (3) 23000 ALLOCATION CATHOLIC CHARITIES 910 CHIPPEWA FLINT MI 48503 381359243 501 (C) (3) 143000 ALLOCATION SHELTER OF FLINT 902 E SIXTH ST FLINT MI 48503 382620824 501 (C) (3) 30000 ALLOCATION FAMILY SERVICE AGENCY 1422 W COURT FLINT MI 48503 381360539 501 (C) (3) 122000 ALLOCATION 4-C CHILD CARE UNLIMITED 1509 1/2 E COURT FLINT MI 48503 382821360 501 (C) (3) 17000 ALLOCATION JEWISH COMMUNITY SERVICES 619 WALLENBERG FLINT MI 48502 382752384 501 (C) (3) 20000 ALLOCATION VOCATIONAL INDEPENDENCE PROGRAM G5069 VANSLYKE FLINT MI 48507 381558541 501 (C) (3) 30000 ALLOCATION LEGAL SERVICES OF EASTERN MICHIGAN 436 S SAGINAW FLINT MI 48503 381958131 501 (C) (3) 80000 ALLOCATION GIRL SCOUTS OF SOUTHEAST MICHIGAN 2300 AUSTIN PKWY FLINT MI 48507 381359207 501 (C) (3) 20000 ALLOCATION RESOURCE GENESEE 1401 S GRAND TRAVERSE FLINT MI 48503 237355855 501 (C) (3) 228000 ALLOCATION GENESEE COUNTY YOUTH CORP 914 CHURCH FLINT MI 48502 382299753 501 (C) (3) 41541 ALLOCATION SALVATION ARMY 211 W KEARSLEY FLINT MI 48502 381370971 501 (C) (3) 95000 ALLOCATION COMMUNICATION ACCESS CENTER 1505 W COURT FLINT MI 48502 381991687 501 (C) (3) 20000 ALLOCATION YWCA 310 E THIRD FLINT MI 48502 381360597 501 (C) (3) 60000 ALLOCATION GENESEE INTERMEDIATE SCHOOL DISTRICT 2284 BALLENGER STE A FLINT MI 48503 382722499 501 (C) (3) 46500 ALLOCATION PRIORITY CHILDREN 924 CEDAR ST FLINT MI 48503 383086969 501 (C) (3) 19860 ALLOCATION BOYS & GIRLS CLUB OF GREATER FLINT 3701 N AVERILL FLINT MI 48506 383381808 501 (C) (3) 31750 ALLOCATION GENESEE CO CHILD CARE FUND 932 BEACH FLINT MI 48502 386004849 GOVERNMENT 50000 ALLOCATION FACT 2415 BAGLEY FLINT MI 48504 562593271 501 (C) (3) 15000 ALLOCATION MSU OUTREACH KELLOGG CENTER EAST LANSING MI 48824 386005984 501 (C) (3) 10000 ALLOCATION WEISS ADVOCACY CENTER 515 EAST ST FLINT MI 48503 432031361 501 (C) (3) 15000 ALLOCATION 23 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE UNITED WAY COMMUNITY INVESTMENT CABINET PERFORMS ANNUAL FINANCE REVIEW OF ALL PARTNER AGENCIES FINANCIAL AUDITS. THESE REVIEWS ARE COMPLETED BY CPA'S AND FINANCIAL EXPERTS. PARTNER AGENCIES ALSO HAVE A YEARLY ONSITE VISIT BY UNITED WAY STAFF AND VOLUNTEERS AND MUST SUBMIT MIDYEAR AND FINAL REPORTS. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 WAS PROVIDED TO THE BOARD MEMBERS AFTER FILING AT THE FINANCE COMMITTEE AND BOARD OF DIRECTORS MEETINGS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND EMPLOYEES SIGN CONFLICT OF INTEREST POLICY ON A YEARLY BASIS AND ABSTAIN IN ANY VOTE WHERE CONFLICTS OCCUR. FORM 990, PART VI, SECTION B, LINE 15 BOARD OF TRUSTEES PERFORM EVALUATIONS AND A COMPARISON IS CONDUCTED OF COMPARABLE JOBS TO DETERMINE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 226,483. PRIOR PERIOD ADJUSTMENTS: -300,000. PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST 604,037. CHANGE IN VALUE OF TRUSTS HELD BY THIRD PARTY 69,579. TOTAL TO FORM 990, PART XI, LINE 5: 600,099. FORM 990, PART XI, LINE 2C: PROCESS HAS NOT CHANGED FROM PRIOR YEAR