UNITED WAY OF GREATER ST JOSEPH INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF GREATER ST JOSEPH INC (EIN 44-0547802)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-15
- IRS object ID
- 201201369349305560
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T13:56:36-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 VILLAGE DRIVE | AddressLine1 |
| City | ST JOSEPH | City |
| State | MO | State |
| ZIP Code | 64506 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 440547802 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF GREATER ST JOSEPH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 8163642381 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 188 | AddressLine1 |
| City | ST JOSEPH | City |
| State | MO | State |
| ZIP Code | 64502 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JASON HORN | Name |
| Title | TREASURER | Title |
| Phone | 8163642381 | Phone |
| Date Signed | 2012-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CARLA R LACKEY CPA | Name |
| PTIN | P00138993 | PTIN |
| Phone | 8162328441 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KYLEE STROUGH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 188 | AddressLine1 |
| City | ST JOSEPH | City |
| State | MO | State |
| ZIP Code | 64502 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3944597 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.STJOSEPHUNITEDWAY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1975 | YearFormation |
| State Legal Domicile | MO | StateLegalDomicile |
| Activity Or Mission Description | TO IMPROVE LIVES THROUGH THE CARING POWER OF COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 32 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 32 | NbrIndependentVotingMembers |
| Total Nbr Employees | 12 | TotalNbrEmployees |
| Total Nbr Volunteers | 575 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3352873 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3467743 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 57523 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 57869 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 50826 | InvestmentIncomePriorYear |
| Investment Income Current Year | 119969 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 64902 | OtherRevenuePriorYear |
| Other Revenue Current Year | 68287 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3526124 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3713868 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2512379 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2472871 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 412290 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 416006 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 160432 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 273775 | OtherExpensePriorYear |
| Other Expenses Current Year | 311985 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3198444 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3200862 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 327680 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 513006 | RevenuesLessExpensesCY |
| Total Assets BOY | 8758686 | TotalAssetsBOY |
| Total Assets EOY | 9156851 | TotalAssetsEOY |
| Total Liabilities BOY | 2730470 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2715947 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6028216 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6440904 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF THE UNITED WAY OF GREATER ST. JOSEPH IS TO IMPROVE LIVES THROUGH THE CARING POWER OF COMMUNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2463576 | Expense |
| Grants | 2463576 | Grants |
| Description | 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 2011 WERE:EDUCATION -OVER 200 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.-21 PARTICIPATING MISSOURI QUALITY RATING SYSTEM CHILDCARE PROVIDERS MAINTAINED OR IMPROVED THEIR QUALITY RATING IN ORDER TO PROVIDE EFFECTIVE EARLY CHILDHOOD EDUCATION EXPERIENCES FOR HUNDREDS OF LOCAL CHILDREN.-60 TEEN MOTHERS REMAINED IN SCHOOL OR ALTERNATIVE PROGRAM THROUGHOUT PREGNANCY AND AFTER DELIVERY.FINANCIAL STABILITY -2,409 INDIVIDUALS RECEIVED FREE TAX ASSISTANCE THROUGH UNITED WAY PARTNER AGENCIES. PREPARERS FILED 461 EARNED INCOME TAX CREDIT RETURNS RESULTING IN $446,840 OF CREDITS. OVER $2,100,000 WERE RECEIVED LOCALLY THROUGH TAX REFUNDS.-113 AREA FAMILIES HAD IMMEDIATE EMERGENCY NEEDS MET IN RESPONSE TO A DISASTER.-72 PEOPLE FILED PROPER DOCUMENTATION TO SUCCESSFULLY MAINTAIN LEGAL STATUS OR ATTAIN CITIZENSHIP.HEALTH -$15,166,355 IN UNCOMPENSATED CARE WAS PROVIDED THROUGH CHILDRENS MERCY (UNITED WAY PARTNER AGENCY) TO BUCHANAN COUNTY CHILDREN.-177 INDIVIDUALS BENEFITTED FROM RAPE CRISIS THERAPY.-280 LOW-INCOME DIABETIC PATIENTS WERE SUPPORTED THROUGH MEDICAL SUPPLIES AND MONITORING AS THEY ATTEMPTED TO MAINTAIN GLYCEMIC CONTROL.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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 333013 | Expense |
| Grants | 9295 | Grants |
| Revenue | 37385 | Revenue |
| Description | 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 2011, 74 STUDENTS IN THREE 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 2011 TAX SEASON, A TOTAL OF 2,409 INDIVIDUALS RECEIVED TAX ASSISTANCE THROUGH UNITED WAY PARTNER AGENCIES. PREPARERS FILED 461 EARNED INCOME TAX CREDIT RETURNS FOR A TOTAL OF $446,840, PLUS OVER TWO MILLION DOLLARS 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 2011, TWENTY-FIVE COMMUNITY MEMBERS COMPLETED THE PROGRAM. ORGANIZATIONS SPONSORING A PARTICIPANT FOR THE FIRST TIME WERE ST. JOSEPH HABITAT FOR HUMANITY, NORTHWEST MISSOURI STATE UNIVERSITY, TIEMAN & HICKS, AND HINDE & COMPANY. DURING THE YEAR, PARTICIPANTS LEARNED AND PRACTICED PROJECT DEVELOPMENT RELATED TO ESSENTIAL LEADERSHIP SKILLS. GROUP PRESENTATIONS INCLUDED: CONFLICT MANAGEMENT, STRESS MANAGEMENT, PROJECT MANAGEMENT, LEADERSHIP DEVELOPMENT, AND COMMUNICATION. THE 2011 DISTINGUISHED LEADER AWARD WAS PRESENTED TO CLASS OF 1982 ALUMNUS, JIM CAROLUS ALONG WITH HIS WORKPLACE, HILLYARD COMPANIES. JIM WAS ONE OF THE FIRST LEADERSHIP ST. JOSEPH PROGRAM PARTICIPANTS, AND HIS CHILDREN HAVE FOLLOWED IN HIS FOOTSTEPS BY ALSO GRADUATING FROM THE PROGRAM (BRETT IN 2010 AND KATIE IN 2011). HILLYARD HAS CONTINUED TO SUPPORT UNITED WAY LEADERSHIP ST. JOSEPH BY SPONSORING PARTICIPANTS OVER SEVERAL YEARS.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 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 2011, UNITED WAY BEST (BUSINESS AND EDUCATION SUCCEED TOGETHER) PROGRAM SERVED OVER 64 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 PILOTED IN 2011. ON AVERAGE, 30 VOLUNTEERS READ WITH 70 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, 93 INCOMING KINDERGARTENERS GRADUATED FROM UNITED WAY KINDERGARTEN JUMPSTART AND UNITED WAY KINDERCLUB, TWO KINDERGARTEN READINESS PROGRAMS. OUR CHILDCARE QUALITY IMPROVEMENT EFFORTS ARE SEEING POSITIVE RESULTS WITH 90% OF THE 21 PARTICIPATING CHILDCARE PROVIDERS MAINTAINING OR IMPROVING THEIR QUALITY RATING IN THE 2011 MISSOURI QUALITY RATING SYSTEM ASSESSMENT. UNITED WAY SUCCESS BY 6 PARTNERED WITH MISSOURI WESTERN STATE UNIVERSITY AND LOCAL ARTISTS AND MUSICIANS TO CREATE HEARTSTRINGS, A CD BEING GIVEN TO NEWBORNS IN THE REGION AS A TOOL TO FACILITATE EARLY BRAIN DEVELOPMENT.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 2011, UNITED WAY VOLUNTEER CENTER RESPONDED AND SERVED AS THE CENTRAL HUB FOR MISSOURI RIVER FLOOD VOLUNTEER NEEDS. VOLUNTEERS WORKING WITH UNITED WAY'S STUFF THE BUS! SCHOOL SUPPLIES DRIVE COLLECTED OVER 20,600 PACKAGES OF SCHOOL SUPPLY ITEMS FOR STUDENTS WHO NEEDED THEM. A HOLIDAY VOLUNTEER GUIDE WAS CREATED AND OFFERED TO CONNECT THOSE WANTINGTO VOLUNTEER DURING THE SEASON. FIFTY-EIGHT NON-PROFITS WERE REGISTERED WITH UNITED WAY VOLUNTEER CENTER IN 2011. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 63897 | Expense |
| Description | 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 84568 | Expense |
| Revenue | 20484 | Revenue |
| Description | 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. IN ADDITION TO THE ACCOMPLISHMENTS LISTED UNDER ALLOCATED SERVICES ON 4A, COMMUNITY INVESTMENT FUNDS IN 2011 ENABLED AREA MINISTERS FOR CHRIST TO CONTINUE SERVING A FREE NIGHTLY MEAL AT THE VALLEY FOOD KITCHEN, COMMUNITY MISSIONS CORPORATION TO PROVIDE HOUSING TO HOMELESS MEN DURING WINTER MONTHS, THE YWCA TO OPEN A TRANSITIONAL LIVING FACILITY FOR WOMEN AND CHILDREN. 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 84568 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 20484 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 2945054 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 3 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 12 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 32 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 32 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KYLEE STROUGH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8163642381 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 S 5TH | AddressLine1 |
| City | ST JOSEPH | City |
| State | MO | State |
| ZIP Code | 64502 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (34 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| BRADLEY DEBRA | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CLINTON GEORGE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DORITY MATTHEW | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| EHLERT TODD | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ELLIS DR WILLIAM | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KRETZINGER CURT | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LISTAU CHRIS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MCANALLY BRAD | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MCCLATCHEY TERRY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MEIERHOFFER TODD | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MURPHY MICHAEL | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| PRITCHETT ROBERT L | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RICHMOND TOM | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RUCKER LAVELL | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RYAN AMY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| SHEARIN HEATHER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| SIPE DICK | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| STEELE DARREN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| STEIN ADAM | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| TEWELL TOM | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| TITCOMB BILL | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| VEALE MIKE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| VARTABEDIAN DR ROBERT | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| WOODS JULIE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| YOUNG TONY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| WRIGHT SETH | ||||||
| CAMPAIGN CHAIR | 3.00 | X | 0 | 0 | 0 | X |
| CONNALLY CHIEF CHRIS | ||||||
| CHAIR | 3.00 | X | 0 | 0 | 0 | X |
| SEVERN BILL | ||||||
| VICE CHAIR | 3.00 | X | 0 | 0 | 0 | X |
| CAROLUS BRETT | ||||||
| COMMUNITY INITIATIVES & PR | 2.00 | X | 0 | 0 | 0 | X |
| JOHNSON BEERY | ||||||
| COMMUNITY INVESTMENT CO-CH | 2.00 | X | 0 | 0 | 0 | X |
| MARTIN ROGER | ||||||
| COMMUNITY INVESTMENT CO-CH | 2.00 | X | 0 | 0 | 0 | X |
| O'RILEY SEANN | ||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | X |
| WOLLENMAN BOB | ||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | X |
| STROUGH KYLEE | ||||||
| PRESIDENT | 50.00 | 71217 | 0 | 10730 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 71217 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 10730 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 69368 | FederatedCampaigns |
| Fundraising Events | 11160 | FundraisingEvents |
| All Other Contributions | 3387215 | AllOtherContributions |
| Noncash Contributions | 16811 | NoncashContributions |
| Total Contributions | 3467743 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| LEADERSHIP PROGRAMS | 611430 | 31595 | 31595 |
| REVENUE FROM SERVICES | 611710 | 18312 | 18312 |
| PROFIT IN EDUCATION | 611710 | 5790 | 5790 |
| STUFF THE BUS | 611710 | 2172 | 2172 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 57869 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 101442 | TotalRevenueColumn |
| Exclusion | $101,442 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 62219 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 62219 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 62219 | TotalRevenueColumn |
| Exclusion | $62,219 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 234099 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 215572 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 18527 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18527 | TotalRevenueColumn |
| Exclusion | $18,527 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 18003 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 11160 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 15157 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2846 | TotalRevenueColumn |
| Exclusion | $2,846 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 3222 | TotalRevenueColumn |
| Exclusion | $3,222 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3222 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3713868 | TotalRevenueColumn |
| Related Or Exempt Function Income | 57869 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $188,256 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2463576 | Total |
| Program Services | 2463576 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9295 | Total |
| Program Services | 9295 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81947 | Total |
| Program Services | 50807 | ProgramServices |
| Management And General | 13931 | ManagementAndGeneral |
| Fundraising | 17209 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 269018 | Total |
| Program Services | 155235 | ProgramServices |
| Management And General | 42229 | ManagementAndGeneral |
| Fundraising | 71554 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8472 | Total |
| Program Services | 4891 | ProgramServices |
| Management And General | 1336 | ManagementAndGeneral |
| Fundraising | 2245 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31168 | Total |
| Program Services | 16932 | ProgramServices |
| Management And General | 5299 | ManagementAndGeneral |
| Fundraising | 8937 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25401 | Total |
| Program Services | 14912 | ProgramServices |
| Management And General | 4053 | ManagementAndGeneral |
| Fundraising | 6436 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19255 | Total |
| Program Services | 13970 | ProgramServices |
| Management And General | 2846 | ManagementAndGeneral |
| Fundraising | 2439 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 667 | Total |
| Program Services | 484 | ProgramServices |
| Management And General | 99 | ManagementAndGeneral |
| Fundraising | 84 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18453 | Total |
| Program Services | 12941 | ProgramServices |
| Management And General | 2968 | ManagementAndGeneral |
| Fundraising | 2544 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13571 | Total |
| Program Services | 5854 | ProgramServices |
| Management And General | 101 | ManagementAndGeneral |
| Fundraising | 7616 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4515 | Total |
| Program Services | 2450 | ProgramServices |
| Management And General | 130 | ManagementAndGeneral |
| Fundraising | 1935 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28332 | Total |
| Program Services | 15866 | ProgramServices |
| Management And General | 4817 | ManagementAndGeneral |
| Fundraising | 7649 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1246 | Total |
| Program Services | 1551 | ProgramServices |
| Management And General | -1007 | ManagementAndGeneral |
| Fundraising | 702 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29632 | Total |
| Program Services | 27831 | ProgramServices |
| Management And General | 1172 | ManagementAndGeneral |
| Fundraising | 629 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37766 | Total |
| Program Services | 21149 | ProgramServices |
| Management And General | 6420 | ManagementAndGeneral |
| Fundraising | 10197 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10994 | Total |
| Program Services | 6266 | ProgramServices |
| Management And General | 1827 | ManagementAndGeneral |
| Fundraising | 2901 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| TRAINING | 38565 | 38565 | ||
| DUES AND SUBSCRIPTIONS | 36181 | 21129 | 5815 | 9237 |
| PARENT AWARENESS MATERI | 18981 | 18981 | ||
| MISCELLANEOUS | 18121 | 17138 | 983 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35706 | Total |
| Program Services | 25231 | ProgramServices |
| Management And General | 2357 | ManagementAndGeneral |
| Fundraising | 8118 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3200862 | Total |
| Program Services | 2945054 | ProgramServices |
| Management And General | 95376 | ManagementAndGeneral |
| Fundraising | 160432 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 926536 | BOY |
| EOY | 1294594 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1268566 | BOY |
| EOY | 1389470 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2822480 | BOY |
| EOY | 2872078 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5986 | BOY |
| EOY | 6007 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 852571 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 342313 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 528266 | BOY |
| EOY | 510258 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3199681 | BOY |
| EOY | 3081142 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7171 | BOY |
| EOY | 3302 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8758686 | BOY |
| EOY | 9156851 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2730470 | BOY |
| EOY | 2715947 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2730470 | BOY |
| EOY | 2715947 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3164157 | BOY |
| EOY | 3535964 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 959019 | BOY |
| EOY | 995900 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1905040 | BOY |
| EOY | 1909040 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6028216 | BOY |
| EOY | 6440904 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8758686 | BOY |
| EOY | 9156851 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 513006 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -100318 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5460901 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3839142 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3488716 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3352873 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3467743 | CurrentTaxYear |
| Total | 19609375 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5460901 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3839142 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3488716 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3352873 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3467743 | CurrentTaxYear |
| Total | 19609375 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 42523 | AmountsSubstContributorsTotal |
| Public Support Total170 | 19566852 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 78865 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 102393 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 90376 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 179080 | CurrentTaxYearMinus1Year |
| Current Tax Year | 163661 | CurrentTaxYear |
| Total | 614375 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 11081 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21225 | CurrentTaxYear |
| Total | 32306 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 20256056 | TotalSupport |
| Gross Receipts From Admissions Etc | 311770 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.96600 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.97070 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS FUNDRAISING REVENUE MISCELLANEOUS | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2677743 | BeginningOfYearBalance |
| Contributions | 14000 | Contributions |
| Investment Earnings Or Losses | -5439 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2686304 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2168256 | BeginningOfYearBalance |
| Contributions | 265370 | Contributions |
| Investment Earnings Or Losses | 244117 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2677743 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1789634 | BeginningOfYearBalance |
| Contributions | 260650 | Contributions |
| Investment Earnings Or Losses | 117972 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2168256 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.23320 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.71060 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.05620 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 33400 | OtherCostOrOtherBasis |
| Book Value | 33400 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 760959 | OtherCostOrOtherBasis |
| Depreciation | 307246 | Depreciation |
| Book Value | 453713 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 58212 | OtherCostOrOtherBasis |
| Depreciation | 35067 | Depreciation |
| Book Value | 23145 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 510258 | TotalOfBookValueLandBuildings |
| Total Revenue | 3713868 | TotalRevenue |
| Total Expenses | 3200862 | TotalExpenses |
| Excess Or Deficit For Year | 513006 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -100318 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -100318 | TotalAdjustments |
| Excess Or Deficit Per FS | 412688 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3696280 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -100318 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 95998 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -13268 | OtherRevenues |
| Revenue Not Rptd F990 | -17588 | RevenueNotRptdF990 |
| Revenue Subtotal | 3713868 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3713868 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3283592 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 95998 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 95998 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3187594 | ExpensesSubtotal |
| Other Expenses Not Included | 13268 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 13268 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3200862 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RECONCILIATION RECLASSIFICATION -13,268. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | RECOCILIATION RECLASSIFICATION 13,268. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CAMPAIGN DINNERS | NameOfEvent1 |
| Gross Receipts Event1 | 29163 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 11160 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 18003 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 11091 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 4066 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 29163 | GrossReceiptsTotal |
| Charitable Contributions Total | 11160 | CharitableContributionsTotal |
| Gross Revenue Total Events | 18003 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 11091 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 4066 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 15157 | DirectExpenseSummaryEvents |
| Net Income Summary | 2846 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (37 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 401 NORTH 12TH STREET | ST JOSEPH | MO | 64501 | 440545909 | 501C3 | 232210 | GENERAL OPERATING COST |
| AMERICAN RED CROSS (CIF) | |||||||
| 401 NORTH 12TH STREET | ST JOSEPH | MO | 64501 | 440545909 | 501C3 | 5000 | DISASTER RELIEF |
| AMERICAN RED CROSS (CIF) | |||||||
| 401 NORTH 12TH STREET | ST JOSEPH | MO | 64501 | 440545909 | 501C3 | 10000 | FLOOD RELIEF |
| AREA MINISTERS FOR CHRIST (CIF) | |||||||
| 909 WEST VALLEY | ST JOSEPH | MO | 64504 | 431429867 | 501C3 | 18000 | SOUTHSIDE FOOD KITCHEN |
| BARTLETT CENTER | |||||||
| 409 SOUTH 18TH | ST JOSEPH | MO | 64501 | 237116216 | 501C3 | 27070 | GENERAL OPERATING COSTS |
| BARTLETT CENTER (HELP FUND) | |||||||
| 409 SOUTH 18TH | ST JOSEPH | MO | 64501 | 237116216 | 501C3 | 9165 | SOCIAL ADVOCATE PROGRAM |
| BIG BROTHERS AND BIG SISTERS | |||||||
| 1202 SOUTH 28TH STREET | ST JOSEPH | MO | 64507 | 436068464 | 501C3 | 16862 | GENERAL OPERATING COSTS |
| BOY SCOUTS-PONY EXPRESS COUNCIL | |||||||
| 1704 BUCKINGHAM | ST JOSEPH | MO | 64506 | 440546279 | 501C3 | 115968 | GENERAL OPERATING COST |
| CATHOLIC CHARITIES | |||||||
| 902 EDMOND SUITE 204 | ST JOSEPH | MO | 64501 | 430887779 | 501C3 | 97435 | GENERAL OPERATING COST |
| CATHOLIC CHARITIES (CIF) | |||||||
| 902 EDMOND SUITE 203 | ST JOSEPH | MO | 64501 | 430887779 | 501C3 | 12800 | FORECLOSURE INTERVENTION COUNSELING |
| CATHOLIC CHARITIES (HELP FUND) | |||||||
| 902 EDMOND SUITE 203 | ST JOSEPH | MO | 64501 | 430887779 | 501C3 | 8125 | PERMANENT HOUSING PROGRAM |
| CHILDREN'S MERCY HOSPITAL | |||||||
| 2401 GILLHAM ROAD | KANSAS CITY | MO | 64108 | 440605373 | 501C3 | 3651 | GENERAL OPERATING COSTS |
| CITY OF ST JOSEPH (CIF) | |||||||
| 1100 FREDERICK AVENUE | ST JOSEPH | MO | 64501 | 446000256 | GOVERNMENT AGENCY | 1781 | HOMELESS MANAGEMENT INFORMATION SYSTEM |
| COMMUNITY MISSIONS CORPORATION | |||||||
| 700 OLIVE STREET | ST JOSEPH | MO | 64501 | 900180479 | 501C3 | 23382 | GENERAL OPERATING COST |
| COMMUNITY MISSIONS CORPORATION (CIF) | |||||||
| 700 OLIVE STREET | ST JOSEPH | MO | 64501 | 900180479 | 501C3 | 10000 | COLD WEATHER SHELTER |
| FAMILY GUIDANCE | |||||||
| 724 NORTH 22ND STREET | ST JOSEPH | MO | 64501 | 440666362 | 501C3 | 280560 | GENERAL OPERATING COST |
| GIRL SCOUTS OF NE KS AND NW MO | |||||||
| 3300 DALE AVENUE SUITE 105 | ST JOSEPH | MO | 64506 | 430892926 | 501C3 | 28830 | GENERAL OPERATING COSTS |
| HEARTLAND HEALTH (HELP FUND) | |||||||
| 5325 FARAON | ST JOSEPH | MO | 64506 | 440545289 | 501C3 | 10000 | PATEE YOUTH DENTAL CLINIC |
| INTERFAITH COMMUNITY SERVICES | |||||||
| 200 CHEROKEE | ST JOSEPH | MO | 64504 | 440545910 | 501C3 | 439840 | GENERAL OPERATING COSTS |
| INTERFAITH COMMUNITY SERVICES (CIF) | |||||||
| 200 CHEROKEE | ST JOSEPH | MO | 64504 | 440545910 | 501C3 | 4500 | FREE TAX PREPARATION SERVICES |
| LEGAL AID OF WESTERN MISSOURI | |||||||
| 106 SOUTH 7TH STREET 4TH FLOOR | ST JOSEPH | MO | 64501 | 430824638 | 501C3 | 74898 | GENERAL OPERATING COST |
| MISSOURI COUNCIL ON ECONOMIC EDUCATION | |||||||
| 5100 ROCKHILL ROAD | KANSAS CITY | MO | 64110 | 237112100 | 501C3 | 200 | ENTREPRENEURSHIP CHALLENGE |
| NW MISSOURI COMMUNITY SERVICES | |||||||
| 1203 NORTH 6TH STREET | ST JOSEPH | MO | 64501 | 431496809 | 501C3 | 129926 | GENERAL OPERATING COSTS |
| SALVATION ARMY | |||||||
| 622 MESSANIE | ST JOSEPH | MO | 64501 | 440545998 | 501C3 | 108655 | GENERAL OPERATING COSTS |
| SECOND HARVEST (HELP FUND) | |||||||
| 915 DOUGLAS | ST JOSEPH | MO | 64505 | 431268319 | 501C3 | 10000 | BACKPACK BUDDIES PROGRAM |
| SOCIAL WELFARE BOARD (CIF) | |||||||
| 904 SOUTH 10TH STREET | ST JOSEPH | MO | 64503 | 446000455 | GOVERNMENT AGENCY | 7500 | DIABETES TESTING STRIPS |
| SOCIAL WELFARE BOARD (HELP FUND) | |||||||
| 904 SOUTH 10TH STREET | ST JOSEPH | MO | 64503 | 446000455 | GOVERNMENT AGENCY | 5500 | DENTAL HYGIENE CLINIC |
| SOCIAL WELFARE BOARD (HELP FUND) | |||||||
| 904 SOUTH 10TH STREET | ST JOSEPH | MO | 64503 | 446000455 | GOVERNMENT AGENCY | 2500 | DIABETES MANAGEMENT INITIATIVE |
| SPECIALTY INDUSTRIES | |||||||
| 3801 SOUTH LEONARD ROAD | ST JOSEPH | MO | 64503 | 430896903 | 501C3 | 16805 | GENERAL OPERATING COST |
| ST JOSEPH HEALTH AND SAFETY COUNCIL | |||||||
| 118 SOUTH 5TH LOWER LEVEL | ST JOSEPH | MO | 64501 | 440548468 | 501C3 | 71723 | GENERAL OPERATING COSTS |
| ST JOSEPH HEALTH AND SAFETY COUNCIL (CIF) | |||||||
| 118 SOUTH 5TH LOWER LEVEL | ST JOSEPH | MO | 64501 | 440548468 | 501C3 | 910 | BIKE SAFETY & HELMET PROGRAM |
| THE CENTER | |||||||
| 902 EDMOND SUITE 203 | ST JOSEPH | MO | 64501 | 431615018 | 501C3 | 36148 | GENERAL OPERATING COST |
| UCP OF NW MISSOURI | |||||||
| 3303 FREDERICK AVENUE | ST JOSEPH | MO | 64506 | 430909607 | 501C3 | 179609 | GENERAL OPERATING COST |
| UNITED WAY OF SE KS AND SW MO (CIF) | |||||||
| 3510 EAST 3RD STREET | JOPLIN | MO | 64801 | 440556865 | 501C3 | 5000 | DISASTER RELIEF |
| YMCA | |||||||
| 315 SOUTH 6TH | ST JOSEPH | MO | 64501 | 440552491 | 501C3 | 176863 | GENERAL OPERATING COSTS |
| YWCA | |||||||
| 304 NORTH 8TH | ST JOSEPH | MO | 64501 | 440552219 | 501C3 | 261855 | GENERAL OPERATING COSTS |
| YWCA (CIF) | |||||||
| 304 NORTH 8TH | ST JOSEPH | MO | 64501 | 440552219 | 501C3 | 20000 | TRANSITIONAL HOUSING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 20 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII (8 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| COLLEGE SCHOLARSHIPS FOR EARLY CHILDHOOD PROFESSIONAL | 15 | 7728 |
| PRESCRIPTIONS | 1 | 126 |
| RENT ASSISTANCE | 1 | 476 |
| REMODEL FOR HANDICAP USE | 1 | 107 |
| PHONE | 1 | 47 |
| LIFT CHAIR | 1 | 300 |
| BUS TICKET | 1 | 114 |
| CAR PAYMENT & INSURANCE | 1 | 397 |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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. |
| SCHEDULE I | CORE CODES AND DEFINITIONS | GENERAL OPERATING COST - AN UNRESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF ITS GENERAL OPERATING COSTS. PROGRAM OPERATING COST - A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM THAT IT OPERATES PROGRAM "SEED" FUNDING - A RESTRICTED GRANT MADE TO A START-UP AGENCY TO SUPPORT ITS INITIAL ORGANIZATIONAL COSTS. COMMUNITY COLLABORATION - A RESTRICTED GRANT MADE TO FUND THE COST ASSOCIATED WITH BRINGING ORGANIZATIONS WITHIN THE COMMUNITY TOGETHER FOR THE PURPOSE OF CREATING COLLABORATIVE EFFORTS THAT WILL ADDRESS SPECIFIC COMMUNITY ISSUES. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 11411 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | VARIOUS | Description |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 5400 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | PART I, COLUMN (B): | FIGURE LISTED INDICATES NUMBER OF CONTRIBUTORS. |
| 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 LIQUIDATED THESE ASSETS. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FIN 48 EXPLANATION | FORM 990, PART IV, LINE 11F | THE ORGANIZATION CONSIDERED UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740) AND DETERMINED THAT NO LIABILITY FOR UNCERTAIN TAX POSITIONS SHOULD BE RECORDED AS OF DECEMBER 31, 2011. THEREFORE, THERE IS NO FOOTNOTE REGARDING SUCH LIABILITY IN THE ORGANIZATION'S FINANCIAL STATEMENTS. |
| FORM 990, PART VI, SECTION A, LINE 2 | ADAM STEIN HAS A BUSINESS RELATIONSHIP WITH SEANN O'RILEY. 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 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -100,318. |
| FORM 990, PART XII, LINE 2C, OVERSIGHT PROCESS | PROCESS IS CONSISTENT WITH PRIOR YEARS. | |
| EXPLANATION FOR NEGATIVE EXPENSE | FORM 990, PART IX, LINE 17, COLUMN C | THE STATEMENT OF FUNCTIONAL EXPENSES SHOWS A NEGATIVE $1,007 FOR MANAGEMENT AND GENERAL TRAVEL EXPENSES. THIS IS DUE TO THE UNITED WAY RECEIVING MISCELLANEOUS REIMBURSEMENTS FROM UNITED WAY WORLDWIDE. |
Comments