2012-05-15T13:56:36-05:00 2011-12-31 410746749 CLIFTONLARSONALLEN LLP 2301 VILLAGE DRIVE ST JOSEPH MO 64506 990 2011-01-01 440547802 UNITED WAY OF GREATER ST JOSEPH UNIT 8163642381 PO BOX 188 ST JOSEPH MO 64502 JASON HORN 8163642381 2012-05-15 1 CARLA R LACKEY CPA P00138993 8162328441 2011 2016-02-24 21:20:13Z KYLEE STROUGH PO BOX 188 ST JOSEPH MO 64502 3944597 0 X WWW.STJOSEPHUNITEDWAY.ORG X 1975 MO TO IMPROVE LIVES THROUGH THE CARING POWER OF COMMUNITY. 32 32 12 575 0 0 3352873 3467743 57523 57869 50826 119969 64902 68287 3526124 3713868 2512379 2472871 0 0 412290 416006 0 0 160432 273775 311985 3198444 3200862 327680 513006 8758686 9156851 2730470 2715947 6028216 6440904 X THE MISSION OF THE UNITED WAY OF GREATER ST. JOSEPH IS TO IMPROVE LIVES THROUGH THE CARING POWER OF COMMUNITY. 0 0 2463576 2463576 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. 333013 9295 37385 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. 63897 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. 84568 20484 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. 84568 20484 2945054 1 1 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 0 0 0 0 0 0 0 0 0 0 1 3 0 12 1 0 0 0 0 0 0 0 0 0 0 X 32 32 1 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X X KYLEE STROUGH 8163642381 118 S 5TH ST JOSEPH MO 64502 BRADLEY DEBRA 1.00 X 0 0 0 CLINTON GEORGE 1.00 X 0 0 0 DORITY MATTHEW 1.00 X 0 0 0 EHLERT TODD 1.00 X 0 0 0 ELLIS DR WILLIAM 1.00 X 0 0 0 KRETZINGER CURT 1.00 X 0 0 0 LISTAU CHRIS 1.00 X 0 0 0 MCANALLY BRAD 1.00 X 0 0 0 MCCLATCHEY TERRY 1.00 X 0 0 0 MEIERHOFFER TODD 1.00 X 0 0 0 MURPHY MICHAEL 1.00 X 0 0 0 PRITCHETT ROBERT L 1.00 X 0 0 0 RICHMOND TOM 1.00 X 0 0 0 RUCKER LAVELL 1.00 X 0 0 0 RYAN AMY 1.00 X 0 0 0 SHEARIN HEATHER 1.00 X 0 0 0 SIPE DICK 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 VEALE MIKE 1.00 X 0 0 0 VARTABEDIAN DR ROBERT 1.00 X 0 0 0 WOODS JULIE 1.00 X 0 0 0 YOUNG TONY 1.00 X 0 0 0 WRIGHT SETH 3.00 X X 0 0 0 CONNALLY CHIEF CHRIS 3.00 X X 0 0 0 SEVERN BILL 3.00 X X 0 0 0 CAROLUS BRETT 2.00 X X 0 0 0 JOHNSON BEERY 2.00 X X 0 0 0 MARTIN ROGER 2.00 X X 0 0 0 O'RILEY SEANN 2.00 X X 0 0 0 WOLLENMAN BOB 2.00 X X 0 0 0 STROUGH KYLEE 50.00 X 71217 0 10730 71217 0 10730 0 0 0 0 0 69368 11160 3387215 16811 3467743 LEADERSHIP PROGRAMS 611430 31595 31595 REVENUE FROM SERVICES 611710 18312 18312 PROFIT IN EDUCATION 611710 5790 5790 STUFF THE BUS 611710 2172 2172 57869 101442 101442 62219 62219 62219 62219 234099 215572 18527 18527 18527 18003 11160 15157 2846 2846 MISCELLANEOUS 900099 3222 3222 3222 3713868 57869 0 188256 2463576 2463576 9295 9295 81947 50807 13931 17209 269018 155235 42229 71554 8472 4891 1336 2245 31168 16932 5299 8937 25401 14912 4053 6436 19255 13970 2846 2439 667 484 99 84 18453 12941 2968 2544 13571 5854 101 7616 4515 2450 130 1935 28332 15866 4817 7649 1246 1551 -1007 702 29632 27831 1172 629 37766 21149 6420 10197 10994 6266 1827 2901 TRAINING 38565 38565 DUES AND SUBSCRIPTIONS 36181 21129 5815 9237 PARENT AWARENESS MATERI 18981 18981 MISCELLANEOUS 18121 17138 983 35706 25231 2357 8118 3200862 2945054 95376 160432 926536 1294594 1268566 1389470 2822480 2872078 5986 6007 852571 342313 528266 510258 3199681 3081142 7171 3302 8758686 9156851 2730470 2715947 2730470 2715947 X 3164157 3535964 959019 995900 1905040 1909040 6028216 6440904 8758686 9156851 X 513006 -100318 X X 0 1 1 X 0 X 5460901 3839142 3488716 3352873 3467743 19609375 5460901 3839142 3488716 3352873 3467743 19609375 42523 19566852 78865 102393 90376 179080 163661 614375 11081 21225 32306 20256056 311770 0.96600 0.97070 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS FUNDRAISING REVENUE MISCELLANEOUS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2677743 14000 -5439 2686304 2168256 265370 244117 2677743 1789634 260650 117972 2168256 0.23320 0.71060 0.05620 0 0 33400 33400 760959 307246 453713 58212 35067 23145 510258 3713868 3200862 513006 -100318 -100318 412688 3696280 -100318 95998 -13268 -17588 3713868 0 3713868 3283592 95998 95998 3187594 13268 13268 3200862 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. CAMPAIGN DINNERS 29163 11160 18003 11091 4066 29163 11160 18003 11091 4066 15157 2846 1 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 20 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 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. X 5 11411 FAIR MARKET VALUE X VARIOUS 3 5400 FAIR MARKET VALUE 0 0 0 1 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. 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.