UNITED WAY OF LAKE COUNTY INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF LAKE COUNTY INC (EIN 36-2167949)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-15
- IRS object ID
- 201203209349302045
- Schema version
- 2011v1.3
- 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 | 2012-11-15T10:36:38-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 W JACKSON BLVD STE 2000 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167949 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Way of Lake County Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % KRISTI LONG | InCareOfName |
| Name Control | UNIT | NameControl |
| Phone | 8477751000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 South Greenleaf Street | AddressLine1 |
| City | Gurnee | City |
| State | IL | State |
| ZIP Code | 60031 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KRISTI LONG | Name |
| Title | PRESIDENT | Title |
| Phone | 8477751000 | Phone |
| Date Signed | 2012-11-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIE A DEE | Name |
| Phone | 3128560200 | 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 | Kristi Long | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 SOUTH GREENLEAF STREET | AddressLine1 |
| City | GURNEE | City |
| State | IL | State |
| ZIP Code | 60031 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9144803 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.uwlakeco.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1940 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | TO UNITE LEADERSHIP AND RESOURCES FOR LASTING CHANGE, BY FOCUSING ON MEETING THE FINANCIAL, SOCIAL, AND EDUCATIONAL NEEDS OF FAMILIES AND INDIVIDUALS TO IMPROVE THEIR QUALITY OF LIFE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 27 | NbrIndependentVotingMembers |
| Total Nbr Employees | 35 | TotalNbrEmployees |
| Total Nbr Volunteers | 3660 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 7491826 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8845008 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 16741 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 147533 | InvestmentIncomePriorYear |
| Investment Income Current Year | 137487 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 13156 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1235 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7652515 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9000471 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 5967999 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 7146707 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1288789 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1389273 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1038743 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 741892 | OtherExpensePriorYear |
| Other Expenses Current Year | 827933 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7998680 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9363913 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -346165 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -363442 | RevenuesLessExpensesCY |
| Total Assets BOY | 11072032 | TotalAssetsBOY |
| Total Assets EOY | 10326382 | TotalAssetsEOY |
| Total Liabilities BOY | 1751544 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1621411 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9320488 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8704971 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | To unite leadership and resources for lasting change, by focusing on meeting the financial, social, and educational needs of families and individuals to improve their quality of life. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 5294329 | Expense |
| Grants | 297215 | Grants |
| Revenue | 14288 | Revenue |
| Description | OTHER PROGRAM ACHIEVEMENTS INCLUDE SENDING DESIGNATIONS TO OTHER 501(C)(3)S, SOME OF WHICH ARE PAID DIRECTLY BY THE DONOR, AND OTHER EXEMPT PURPOSE ACHIEVEMENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1260045 | Expense |
| Grants | 902022 | Grants |
| Description | COMMUNITY GOAL: FAMILIES PROVIDED FOOD, SHELTER AND VIOLENCE FREE HOMES, WITH GRANTS TO THE COMMUNITY OF $902,022. THERE WERE 33 AGENCIES INVOLVED HAVING 49 PROGRAMS THAT SERVICE 115,003 CLIENTS IN 2012. THE AGENCY PROGRAMS FUNDED IN THIS AREA ENSURE: PEOPLE ELIMINATE THE BARRIERS TO GOOD HEALTH (96,585 CLIENTS SERVED; 84%); PEOPLE BREAK THE CYCLE OF POVERTY (3,522 CLIENTS SERVED; 3%); AND PEOPLE REDUCE VIOLENCE TOWARD INDIVIDUALS AND FAMILIES (14,896 CLIENTS SERVED; 13%). PROGRAMS INCLUDE HOMELESS SHELTERS, FOOD PANTRIES, HEALTH CLINICS, MENTAL HEALTH COUNSELING, LEGAL, JOB/VOCATIONS TRAINING AND EDUCATION. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 695341 | Expense |
| Grants | 497771 | Grants |
| Description | COMMUNITY GOAL: CHILDREN ACHIEVE EARLY ACADEMIC SUCCESS AND YOUTH GRADUATE HIGH SCHOOL READY TO SUCCEED, WITH GRANTS TO THE COMMUNITY OF $497,771. THERE WERE 23 AGENCIES INVOLVED HAVING 27 PROGRAMS THAT SERVED 38,942 CLIENTS IN 2012. THE AGENCY PROGRAMS FUNDED IN THIS AREA HELP: ELEMENTARY AGE CHILDREN DEVELOP HEALTHY HABITS/BEHAVIORS (13,747 CLIENTS SERVED, 36%); PARENTS & CAREGIVERS HAVE THE SKILLS, CONFIDENCE AND MATERIALS TO TEACH CHILDREN (448 CLIENTS SERVED; 1%); CHILDREN DEVELOP ACADEMIC SKILLS (469 CLIENTS SERVED; 1%); YOUTH AVOID/REDUCE RISKY BEHAVIORS (14,044 CLIENTS SERVED; 36%) AND YOUTH DEVELOP SKILLS THAT WILL PREPARE THEM FOR A SUCCESSFUL FUTURE (10,234 CLIENTS SERVED; 26%). PROGRAMS INCLUDE AFTER SCHOOL TUTORING AND MENTORING, COUNSELING, SUBSTANCE ABUSE PREVENTION, LITERACY, JOB/VOCATIONAL TRAINING, CAREER PLANNING, AND FINANCIAL SKILLS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 632220 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 452584 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 7881935 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 8 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 35 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 27 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KRISTI LONG | NamePerson |
| Telephone Number | 8477751019 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 SOUTH GREENLEAF STREET | AddressLine1 |
| City | GURNEE | City |
| State | IL | State |
| ZIP Code | 60031 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| ANTHONY CECCHINI | |||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||
| BENJAMIN MARTINDALE | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| CAPTAIN RANDALL LYNCH | |||||||
| EX-OFFICIO MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| DAVID V STUART | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| DEBRA LAKE | |||||||
| CHAIR ELECT | 2.0 | X | 0 | 0 | 0 | X | |
| DONNOVAN M YOUNG | |||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||
| EDWARD S TRIPP | |||||||
| COMMUNITY SERVICE CHAIR | 3.0 | X | 0 | 0 | 0 | X | |
| GLENDA G ABBOTT | |||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | ||
| JAMES A PURPURA | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| JAMES P TAN | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| JENNIE L VANA | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| JENNIFER WITHERSPOON | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| JOSEPH H ZOELLER | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| JOSEPH L PRAY | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| MARIA-ELENA JONES | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| MONICA M BURMEISTER | |||||||
| TREASURER | 3.0 | X | 0 | 0 | 0 | X | |
| NANCY CHASE COOLLEY | |||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||
| P LOREEN MERSHIMER | |||||||
| CHAIRMAN | 3.0 | X | 0 | 0 | 0 | X | |
| PATRICE MALONEY-KNAUFF | |||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||
| REAR ADMIRAL MACK C GASTON | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| ROBERT T MATTHEI | |||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | ||
| RUDY J MULDER | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| SUSANNA FIGUEROA-CHAZARO | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| VALERIE BOETTLE CECKOWSKI | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| KELLIE HOWARD | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| SCOTT JONES | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| ANDY HAYES | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| Kristi Long | |||||||
| President | 50.0 | X | 143893 | 0 | 22836 | X | |
| Beth Maze | |||||||
| VP, Oper, & MG | 50.0 | 112081 | 0 | 19229 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 255974 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 42065 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | UNITED WAY OF METROPOLITAN CHICAGO | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 560 W LAKE STREET | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60661 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | ADMIN SERVICES | DescriptionOfServices |
| Compensation | 126165 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Federated Campaigns | 199495 | FederatedCampaigns |
| All Other Contributions | 8645513 | AllOtherContributions |
| Noncash Contributions | 55287 | NoncashContributions |
| Total Contributions | 8845008 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DESIGNATION FEES | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 16741 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16741 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 16741 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 136295 | TotalRevenueColumn |
| Exclusion | $136,295 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1235 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1235 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1235 | TotalRevenueColumn |
| Exclusion | $1,235 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 145524 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 144332 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1192 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1192 | TotalRevenueColumn |
| Exclusion | $1,192 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9000471 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16741 | RelatedOrExemptFunctionIncome |
| Exclusion | $138,722 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7146707 | Total |
| Program Services | 7146707 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167984 | Total |
| Program Services | 33597 | ProgramServices |
| Management And General | 83992 | ManagementAndGeneral |
| Fundraising | 50395 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 946213 | Total |
| Program Services | 331621 | ProgramServices |
| Management And General | 167933 | ManagementAndGeneral |
| Fundraising | 446659 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54907 | Total |
| Program Services | 20135 | ProgramServices |
| Management And General | 11118 | ManagementAndGeneral |
| Fundraising | 23654 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115414 | Total |
| Program Services | 44816 | ProgramServices |
| Management And General | 30049 | ManagementAndGeneral |
| Fundraising | 40549 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104755 | Total |
| Program Services | 30219 | ProgramServices |
| Management And General | 19750 | ManagementAndGeneral |
| Fundraising | 54786 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154299 | Total |
| Program Services | 54143 | ProgramServices |
| Management And General | 20632 | ManagementAndGeneral |
| Fundraising | 79524 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36900 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 27900 | ManagementAndGeneral |
| Fundraising | 9000 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5430 | Total |
| Program Services | 1905 | ProgramServices |
| Management And General | 726 | ManagementAndGeneral |
| Fundraising | 2799 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73302 | Total |
| Program Services | 25722 | ProgramServices |
| Management And General | 9801 | ManagementAndGeneral |
| Fundraising | 37779 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119975 | Total |
| Program Services | 15602 | ProgramServices |
| Management And General | 9021 | ManagementAndGeneral |
| Fundraising | 95352 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52580 | Total |
| Program Services | 23764 | ProgramServices |
| Management And General | 6979 | ManagementAndGeneral |
| Fundraising | 21837 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62960 | Total |
| Program Services | 23224 | ProgramServices |
| Management And General | 8660 | ManagementAndGeneral |
| Fundraising | 31076 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70716 | Total |
| Program Services | 27056 | ProgramServices |
| Management And General | 9933 | ManagementAndGeneral |
| Fundraising | 33727 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25278 | Total |
| Program Services | 9742 | ProgramServices |
| Management And General | 2730 | ManagementAndGeneral |
| Fundraising | 12806 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22182 | Total |
| Program Services | 2957 | ProgramServices |
| Management And General | 1571 | ManagementAndGeneral |
| Fundraising | 17654 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63856 | Total |
| Program Services | 28393 | ProgramServices |
| Management And General | 10199 | ManagementAndGeneral |
| Fundraising | 25264 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103508 | Total |
| Program Services | 46024 | ProgramServices |
| Management And General | 16532 | ManagementAndGeneral |
| Fundraising | 40952 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16408 | Total |
| Program Services | 7365 | ProgramServices |
| Management And General | 2634 | ManagementAndGeneral |
| Fundraising | 6409 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MEMBERSHIP/DUES | 10149 | 4677 | 1539 | 3933 |
| . | ||||
| . | ||||
| . |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10390 | Total |
| Program Services | 4266 | ProgramServices |
| Management And General | 1536 | ManagementAndGeneral |
| Fundraising | 4588 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9363913 | Total |
| Program Services | 7881935 | ProgramServices |
| Management And General | 443235 | ManagementAndGeneral |
| Fundraising | 1038743 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 300 | BOY |
| EOY | 300 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2730191 | BOY |
| EOY | 2434919 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1780728 | BOY |
| EOY | 1699313 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32616 | BOY |
| EOY | 23476 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66757 | BOY |
| EOY | 49637 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2977625 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1175090 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1893275 | BOY |
| EOY | 1802535 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4568165 | BOY |
| EOY | 4226523 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 89679 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11072032 | BOY |
| EOY | 10326382 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 854521 | BOY |
| EOY | 1621411 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 897023 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1751544 | BOY |
| EOY | 1621411 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4085246 | BOY |
| EOY | 3783439 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3190891 | BOY |
| EOY | 2870158 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2044351 | BOY |
| EOY | 2051374 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9320488 | BOY |
| EOY | 8704971 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11072032 | BOY |
| EOY | 10326382 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -363442 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -252075 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | 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 | 8058832 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8231867 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7844908 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7491826 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8845008 | CurrentTaxYear |
| Total | 40472441 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8058832 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8231867 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7844908 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7491826 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8845008 | CurrentTaxYear |
| Total | 40472441 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 18861613 | AmountsSubstContributorsTotal |
| Public Support Total170 | 21610828 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 273534 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 196334 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 145687 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 136667 | CurrentTaxYearMinus1Year |
| Current Tax Year | 137530 | CurrentTaxYear |
| Total | 889752 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 38775 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Total | 38775 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 41400968 | TotalSupport |
| Gross Receipts From Admissions Etc | 43051 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.52199 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.51374 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 4 | NumberDAFsHeld |
| Aggregate DAF Value | 100655 | AggregateDAFValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4234924 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | -62713 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 172974 | GrantsOrScholarships |
| End Of Year Balance | 3999237 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3575918 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | 817256 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 158250 | GrantsOrScholarships |
| End Of Year Balance | 4234924 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3288799 | BeginningOfYearBalance |
| Contributions | 7097 | Contributions |
| Investment Earnings Or Losses | 434272 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 154250 | GrantsOrScholarships |
| End Of Year Balance | 3575918 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4152759 | BeginningOfYearBalance |
| Contributions | 127658 | Contributions |
| Investment Earnings Or Losses | -801618 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 190000 | GrantsOrScholarships |
| End Of Year Balance | 3288799 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.40640 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.50800 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.08560 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 200000 | OtherCostOrOtherBasis |
| Book Value | 200000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2070079 | OtherCostOrOtherBasis |
| Depreciation | 530520 | Depreciation |
| Book Value | 1539559 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 329215 | OtherCostOrOtherBasis |
| Depreciation | 312416 | Depreciation |
| Book Value | 16799 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 378331 | OtherCostOrOtherBasis |
| Depreciation | 332154 | Depreciation |
| Book Value | 46177 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1802535 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
| Total Of Amounts | 0 | TotalOfAmounts |
| Total Revenue | 9000471 | TotalRevenue |
| Total Expenses | 9363913 | TotalExpenses |
| Excess Or Deficit For Year | -363442 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -180158 | NetUnrealizedGLOnInvestments |
| Other | -$71,917 | OtherAmount |
| Total Adjustments | -252075 | TotalAdjustments |
| Excess Or Deficit Per FS | -615517 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3769597 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -180158 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 17757 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -57629 | OtherRevenues |
| Revenue Not Rptd F990 | -220030 | RevenueNotRptdF990 |
| Revenue Subtotal | 3989627 | RevenueSubtotal |
| Other Revenues Not Included | 5010844 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 5010844 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9000471 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4385114 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 17757 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 17757 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4367357 | ExpensesSubtotal |
| Other Expenses Not Included | 4996556 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 4996556 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9363913 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Schedule D, Part V, Question 4 | Intended Use of Endowment Funds | The board designated endowment funds are unrestricted funds set aside by United Way of Lake County, Inc.'s ("UWLC") Board of Directors for specific purposes or projects. The permanent fund is known as the United Way of Lake County Forever Fund ("the Fund"). The purpose of the Fund is to raise and secure gifts, grants, bequests and devises apart from the annual UWLC campaign. Investment income from the Fund will be distributed at the direction of the Board of Directors of UWLC in a manner deemed prudent to serve a broad range of community needs including, but not limited to, health and human services, capital, educational and cultural programs for those persons then present in, or living in, the Lake County, Illinois community. |
| Form 990, Schedule D, Part X, Question 2 | Uncertain Tax Positions (FIN 48) | United Way of Lake County, Inc. has received favorable determination letters from the Internal Revenue Service, stating that they are exempt from Federal income taxes under the provisions of 501(c)(3) of the Internal Revenue Code of 1986 (IRC), except for income taxes pertaining to unrelated business income. Accounting guidance requires tax effects from uncertain tax positions to be recognized in the financial statements only if the position is more likely than not to be sustained if the position were to be challenged by a taxing authority. Management has determined there are no material uncertain positions that require recognition in the financial statements. Additionally, no provision for income taxes is reflected in these financial statements. There is no interest or penalties recognized in the statement of activities or statement of position. The tax years ending 2008, 2009, 2010 and 2011 are still open to audit for both Federal and state purposes. |
| Form 990, Schedule D, Part XI, Line 8 | Reconciliation of Change in Net Assets | Designation Fees........................ $(14,288) Loss on 2010 Campaign Pledges........... (57,629) Total.............................. $(71,917) |
| Form 990, Schedule D, Part XII, Line 2d | Reconciliation of Revenue | Loss on 2010 Campaign Pledges............ (57,629) |
| Form 990, Schedule D, Part XII, Line 4b | Reconciliation of Revenue | Designations to other organizations.... $ (4,219,934) CFC Designated Expense................. (790,910) Total............................. $ 5,010,844 |
| Form 990, Schedule D, Part XIII, Line 4b | Reconciliation of Expenses | Designations to other organizations..... $ 4,219,934 CFC Designation Expense................. 790,910 Designation Fees........................ (14,288) Total.............................. $ 4,996,556 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (84 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| One Hope United - Northern Region | ||||||||
| 215 North Milwaukee | Lake Villa | IL | 60046 | 331051751 | 501(c)(3) | 280853 | program support | |
| Nicasa | ||||||||
| 31979 N Fish Lake Rd | Round Lake | IL | 60073 | 362605412 | 501(c)(3) | 156960 | program support | |
| Catholic Charities Lake County Services | ||||||||
| 671 South Lewis Avenue | Waukegan | IL | 60085 | 362170821 | 501(c)(3) | 137385 | program support | 225 North Michigan Avenue |
| A Safe Place Lake County Crisis Center | ||||||||
| Suite 100 | Zion | IL | 60099 | 363032700 | 501(c)(3) | 115214 | program support | |
| YWCA Lake County | ||||||||
| 2133 Belvidere Road | Waukegan | IL | 60085 | 362222699 | 501(c)(3) | 102336 | program support | 2710 17th Street |
| Military Veteran & Patriotic Service Org | ||||||||
| Suite 340 | Larkspur | CA | 94939 | 943193418 | 501(c)(3) | 70426 | Program Support | |
| Zacharias Sexual Abuse Center | ||||||||
| 4275 Old Grand Avenue | Gurnee | IL | 60031 | 363314976 | 501(c)(3) | 63576 | program support | 1100 Larkspur Landing Circle |
| Community Health Charities | ||||||||
| Suite 801 | Arlington | VA | 22203 | 136167225 | 501(c)(3) | 61269 | Program Support | 14150 Newbrook Drive |
| NorthPointe Resources | ||||||||
| 3441 Sheridan Road | Zion | IL | 60099 | 362409058 | 501(c)(3) | 59237 | program support | 200 North Glebe Road |
| HealthReach Inc | ||||||||
| 1800 Grand Avenue | Waukegan | IL | 60085 | 363816410 | 501(c)(3) | 58297 | program support | Suite 105 |
| Children's Charities of America | ||||||||
| Suite 340 | Larkspur | CA | 94939 | 943148588 | 501(c)(3) | 54732 | Program Support | 5th FL |
| Animal Charities of America | ||||||||
| Suite 340 | Larkspur | CA | 94939 | 943193389 | 501(c)(3) | 54684 | Program Support | 1100 Larkspur Landing Circle |
| Most Blessed Trinity Parish Holy Family Site | ||||||||
| 835 N Rush St | Chicago | IL | 60611 | 800432313 | 501(c)(3) | 51588 | program support | 1100 Larkspur Landing Circle |
| Prairie State Legal Services Inc | ||||||||
| Suite 100 | Waukegan | IL | 60085 | 371030764 | 501(c)(3) | 49843 | program support | 1100 Larkspur Landing Circle |
| CancerCURE of America | ||||||||
| Suite 340 | Larkspur | CA | 94939 | 810648432 | 501(c)(3) | 49508 | Program Support | 325 West Washington Street |
| Big Brothers Big Sisters of Metropolitan Chicago | ||||||||
| 5th Floor | Chicago | IL | 60661 | 363078109 | 501(c)(3) | 47678 | program support | 1100 Larkspur Landing Circle |
| Reading Power Inc | ||||||||
| 736 N Western Ave | LAKE FOREST | IL | 60045 | 202916846 | 501(c)(3) | 44161 | program support | |
| Saint Martin de Porres High School | ||||||||
| 515 S Mrtn Lthr King Jr | Waukegan | IL | 60085 | 421597059 | 501(c)(3) | 42291 | program support | |
| Youth & Family Counseling | ||||||||
| 1100 Larkspur Lnd | Libertyville | IL | 60048 | 366148486 | 501(c)(3) | 41523 | program support | |
| Arden Shore Child & Family Services | ||||||||
| 935 Lakeview Parkway | Vernon Hills | IL | 60061 | 362167724 | 501(c)(3) | 40234 | program support | 1113 South Milwaukee Avenue |
| PADS Crisis Services Inc | ||||||||
| 3001 Green Bay Road | North Chicago | IL | 60064 | 362948857 | 501(c)(3) | 39775 | program support | Suite 105 |
| Youthbuild of Lake County | ||||||||
| 3001 N Green Bay Rd | North Chicago | IL | 60064 | 200549865 | 501(c)(3) | 38987 | program support | Building 5 |
| Family Service Prevention Education & Counseling | ||||||||
| 624 Sheridan Road | Highwood | IL | 60035 | 362167063 | 501(c)(3) | 37999 | program support | Building 1 3rd Floor |
| Mano a Mano Family Resource Center | ||||||||
| 6 E Main ST 1B | Round Lake Park | IL | 60073 | 364418084 | 501(c)(3) | 35741 | program support | |
| Health & Medical Research Charities of America | ||||||||
| Suite 340 | Larkspur | CA | 94939 | 943217739 | 501(c)(3) | 35263 | Program Support | Suite 8 |
| United Way of Greater McHenry County | ||||||||
| 4508 Prime Parkway | McHenry | IL | 60050 | 366147909 | 501(c)(3) | 32449 | program support | 1100 Larkspur Landing Circle |
| Lake County Family YMCA | ||||||||
| 700 Lakeview Pkwy | Vernon Hills | IL | 60061 | 362181659 | 501(c)(3) | 30784 | program support | 560 W Lake St |
| Christian Outreach of Lutherans | ||||||||
| 127 West Water Street | Waukegan | IL | 60085 | 363310492 | 501(c)(3) | 28499 | program support | 1100 Larkspur Landing Circle |
| CASA Lake County (Court Appointed Special Advocate | ||||||||
| 1020 Milwaukee Avenue | Deerfield | IL | 60015 | 363916143 | 501(c)(3) | 28028 | program support | 7735 Old Georgetown Road |
| America's Charities | ||||||||
| Suite 110 | Chantilly | VA | 20151 | 541517707 | 501(c)(3) | 27844 | Program Support | 1100 Larkspur Landing Circle |
| Christian Charities USA | ||||||||
| Suite 340 | Larkspur | CA | 94939 | 943255961 | 501(c)(3) | 26791 | Program Support | 14150 Newbrook Drive |
| Christian Services Charities | ||||||||
| Suite 600 | Annandale | VA | 22003 | 943193374 | 501(c)(3) | 26770 | Program Support | 1100 Larkspur Landing Circle |
| American Red Cross National Headquarters | ||||||||
| PO Box 73857 | Chicago | IL | 60673 | 530196595 | 501(c)(3) | 26580 | Program Support | 7620 Little River Turnpike |
| Jewish Federation of Metropolitan Chicago | ||||||||
| Suite 5131 | Chicago | IL | 60606 | 362167757 | 501(c)(3) | 25789 | program support | |
| Community Health Center | ||||||||
| 3010 Grand Avenue | Waukegan | IL | 60085 | 366006600 | 501(c)(3) | 25000 | program support | 30 South Wells Street |
| Children First - America's Charities | ||||||||
| Suite 110 | Chantilly | VA | 20151 | 300186795 | 501(c)(3) | 24924 | Program Support | |
| Children's Medical Charities of America | ||||||||
| Suite 340 | Larkspur | CA | 94939 | 270093393 | 501(c)(3) | 21957 | Program Support | 14150 Newbrook Drive |
| Highland Park NurseryDay Care Center | ||||||||
| 1850 Green Bay Road | Highland Park | IL | 60035 | 362187792 | 501(c)(3) | 21780 | program support | 1100 Larkspur Landing Circle |
| Zion Benton Children's Service | ||||||||
| 1608 West 23rd Street | Zion | IL | 60099 | 362765140 | 501(c)(3) | 20873 | program support | |
| Family Network a Family Focus Center | ||||||||
| 330 Laurel Avenue | Highland Park | IL | 60035 | 363219968 | 501(c)(3) | 20770 | program support | |
| Indepence Ceneter | ||||||||
| 2025 Washington Street | Waukegan | IL | 60085 | 363542328 | 501(c)(3) | 20302 | program support | 1100 Larkspur Landing Circle |
| Boys and Girls Club of Lake County | ||||||||
| Suite 202 | North Chicago | IL | 60064 | 364266009 | 501(c)(3) | 19146 | program support | |
| Traveling Camp Program | ||||||||
| 814 Hart Road | Round Lake | IL | 60073 | 362816881 | 501(c)(3) | 18000 | program support | 1801 Sheridan Road |
| Community Youth Network Inc | ||||||||
| 18640 W Belvidere Rd | Grayslake | IL | 60030 | 362991247 | 501(c)(3) | 16804 | program support | |
| I-PLUS of Lake County | ||||||||
| Room 100 | North Chicago | IL | 60064 | 363940529 | 501(c)(3) | 16017 | program support | |
| Youth Conservation Corps Inc | ||||||||
| 574 South McAlister | Waukegan | IL | 60085 | 363993578 | 501(c)(3) | 15595 | program support | 3001 Green Bay Rd Bldg 9 |
| Women Children & Family Medical Relief Services | ||||||||
| Suite 340 | Larkspur | CA | 94939 | 582433968 | 501(c)(3) | 15526 | Program Support | Suite 800 |
| Global Impact | ||||||||
| Suite 310 | Alexandria | VA | 22314 | 521273585 | 501(c)(3) | 14224 | Program Support | 330 South Greenleaf Street |
| Medical Research Charities | ||||||||
| PO Box 79703 | Baltimore | MD | 21279 | 943148591 | 501(c)(3) | 14040 | Program Support | 66 Canal Center Plaza |
| United Way of Kenosha County | ||||||||
| Suite 210 | Kenosha | WI | 53140 | 390806285 | 501(c)(3) | 13891 | program support | |
| American Cancer Society | ||||||||
| Suite 125 | Lincolnshire | IL | 60069 | 362167721 | 501(c)(3) | 13692 | program support | 5500 6th Avenue |
| Waukegan Public LibraryLake County Adult Learning | ||||||||
| 128 N County St | Waukegan | IL | 60085 | 363740114 | 501(c)(3) | 13649 | program support | 100 Tri State Intl |
| OMNI Youth Services Inc | ||||||||
| 1111 W Lake Cook34 | Buffalo Grove | IL | 60089 | 362777027 | 501(c)(3) | 13591 | program support | |
| Wild Animals Worldwide | ||||||||
| Suite 340 | Larkspur | CA | 94939 | 208774272 | 501(c)(3) | 13583 | Program Support | |
| Great Lakes Adaptive Sports Association | ||||||||
| 400 E Illinois Rd | Lake Forest | IL | 60045 | 364285965 | 501(c)(3) | 13575 | program support | |
| Community Action Partnership of Lake County | ||||||||
| 1200 W Glen Flora Ave | Waukegan | IL | 60085 | 362580774 | 501(c)(3) | 13425 | program support | |
| Educate America The Education School Support and | ||||||||
| Suite 340 | Larkspur | CA | 94939 | 943193387 | 501(c)(3) | 13013 | Program Support | 21 Tamal Vista Boulevard |
| Sports Charities USA | ||||||||
| Suite 340 | Larkspur | CA | 94939 | 470863988 | 501(c)(3) | 13002 | Program Support | 1100 Larkspur Landing Circle |
| Human Care Charities of America | ||||||||
| Suite 340 | Larkspur | CA | 94939 | 943067804 | 501(c)(3) | 12905 | Program Support | 1100 Larkspur Landing Circle |
| Tri-Con Child Care Center | ||||||||
| Suite B | Highland Park | IL | 60035 | 362708769 | 501(c)(3) | 12464 | program support | 1100 Larkspur Landing Circle |
| Health First - America's Charities | ||||||||
| 14150 Newbrook Dr 110 | Chantilly | VA | 20151 | 300186796 | 501(c)(3) | 11758 | Program Support | |
| Girl Scouts of Greater Chicago and Northwest India | ||||||||
| 650 N Lakeview Pkwy | Vernon Hills | IL | 60061 | 363871241 | 501(c)(3) | 10625 | program support | |
| Mother's Trust Foundation | ||||||||
| 400 E Illinois Rd | Lake Forest | IL | 60045 | 364177726 | 501(c)(3) | 10507 | program support | |
| Aid to Africa Federation Inc | ||||||||
| 6909 Ridgewood Avenue | Chevy Chase | MD | 20815 | 061703295 | 501(c)(3) | 10472 | Program Support | |
| Lake County Residential Development Corporation | ||||||||
| Unit 301 | Gurnee | IL | 60031 | 363086133 | 501(c)(3) | 10214 | program support | |
| Boy Scouts of America Northeast Illinois Council | ||||||||
| 2745 Skokie Valley | Highland Park | IL | 60035 | 362663224 | 501(c)(3) | 9862 | program support | |
| Do Unto Others America's Emergency Relief Develo | ||||||||
| Suite 340 | Larkspur | CA | 94939 | 943148590 | 501(c)(3) | 9542 | Program Support | |
| Earth Share | ||||||||
| Suite 900 | Bethesda | MD | 20814 | 521601960 | 501(c)(3) | 9453 | Program Support | 1100 Larkspur Landing Circle |
| Child Aid USA | ||||||||
| 10 Chestnut Street | Salem | MA | 01970 | 263061082 | 501(c)(3) | 9433 | Program Support | 7735 Old Georgetown Road |
| Charities Under 1 Overhead | ||||||||
| Suite 340 | Larkspur | CA | 94939 | 273132554 | 501(c)(3) | 8668 | Program Support | |
| Lake County Haven | ||||||||
| 733 N Milwaukee Ave | Libertyville | IL | 60048 | 363846099 | 501(c)(3) | 8584 | program support | |
| Urban Muslim Minority Alliance | ||||||||
| 221 Washington St | Waukegan | IL | 60085 | 200332804 | 501(c)(3) | 7956 | program support | |
| Black United Fund of Illinois | ||||||||
| Suite 200 | Chicago | IL | 60649 | 363397908 | 501(c)(3) | 7714 | Program Support | Suite 100 |
| Community Shares of Illinois | ||||||||
| Suite 208 | Champaign | IL | 61820 | 363073918 | 501(c)(3) | 7552 | Program Support | 1809 East 71st Street |
| Barrington Area United Way | ||||||||
| 200 South Hough Street | Barrington | IL | 60010 | 237123024 | 501(c)(3) | 7158 | program support | 44 East Main Street |
| Conservation & Preservation Charities of America | ||||||||
| Suite 340 | Larkspur | CA | 94939 | 943217738 | 501(c)(3) | 6667 | Program Support | 3601 30th Avenue |
| American Red Cross of Greater Chicago | ||||||||
| 2200 West Harrison Street | Chicago | IL | 60612 | 360728727 | 501(c)(3) | 6584 | program support | 1100 Larkspur |
| Charities Under 5 Overhead | ||||||||
| Suite 340 | Larkspur | CA | 94939 | 273132492 | 501(c)(3) | 6017 | Program Support | 2111 Wilson Blvd |
| United Through Reading | ||||||||
| 11750 Sorrento Vly 100 | San Diego | CA | 92121 | 330373000 | 501(c)(3) | 5843 | Program Support | |
| Hispanic United Fund | ||||||||
| Suite 340 | Larkspur | CA | 94939 | 680455509 | 501(c)(3) | 5646 | Program Support | 1100 Larkspur Landing Cirlce |
| Christ Lutheran Church | ||||||||
| 4519 Providence Road | Charlotte | NC | 28226 | 561155884 | 501(c)(3) | 5520 | program support | 1100 Larkspur Landing Circle |
| ROPE Inc | ||||||||
| 1019 West Pacific Avenue | Waukegan | IL | 60085 | 363930563 | 501(c)(3) | 5487 | program support | |
| Human & Civil Rights Organizatons of America | ||||||||
| 10 Chesnut Street | Salem | MA | 01970 | 943193388 | 501(c)(3) | 5196 | Program Support | Building 1 3rd Floor |
| Mental Health Organizations of America | ||||||||
| 125 Washington St 201 | Salem | MA | 01970 | 201358397 | 501(c)(3) | 5179 | Program Support | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 84 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule I | Identifier |
| Return Reference | Part I, Line 2 | ReturnReference |
| Explanation | Procedures for Monitoring the Use of Grant Funds The agencies listed in Schedule I include United Way funded agencies and agencies receiving donor designations. For purposes of completing Schedule I, if an agency received United WAy of Lake County, Inc. grant funds and donor designations, the amount of cash grant is the total of these two funding sources. Each agency receiving direct United Way funding is required to submit semi-annual and annual reports to United Way of Lake County, Inc. ("UWLC"). The reports include information about budget, demographics regarding the community served and performance (outcome) updates. These reports are reviewed by the staff of UWLC and follow up is performed, if necessary. In addition, UWLC maintains contact with the agencies throughout the year as the agencies' funded programs are executed. For agencies receiving funds as a result of donors designating to those agencies, UWLC does not monitor these agencies (unless they are United Way funded agencies). However, these designated agencies are checked to verify their 501(c)(3) status. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Kristi Long | NamePerson |
| Base Compensation Filing Org | 143220 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 673 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 8779 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 14057 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 166729 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 11 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 55287 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Third party used to process noncash contributions | Identifier |
| Return Reference | Schedule M, Line 32 | ReturnReference |
| Explanation | The organization uses a third-party brokerage organization to process stock contributions. Nominal transaction fees are deducted from the gross proceeds upon sale of securities in the ordinary course of business, consistent with industry practices. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EMPLOYEES / VOLUNTEERS | FORM 990, PART I, LINE 6 | BOARD/POLICY MAKING VOLUNTEERS: 38 UNITED WAY VOLUNTEERS: 253 INTERNAL CAMPAIGN COORDINATORS: 4 COMMUNITY IMPACT / COMMUNITY BUILDING VOLUNTEERS: 85 DIRECT SERVICE VOLUNTEERS: 400 DAY OF SERVICE VOLUNTEERS: 2,870 OTHER: 10 TOTAL: 3,660 |
| OTHER PROGRAM SERVICES | FORM 990, PART III, LINE 4D | COMMUNITY GOAL: CHILDREN ENTER KINDERGARTEN READY TO SUCCEED, WITH GRANTS TO THE COMMUNITY TOTALING $452,584. THERE WERE 11 AGENCIES INVOLVED HAVING 15 PROGRAMS THAT SERVED 4,040 CLIENTS IN 2012. THE AGENCY PROGRAMS FUNDED UNDER THIS GOAL HELP TO ENSURE: CHILDREN ENTER KINDERGARTEN HEALTHY AND WELL CARED FOR (1,287 CLIENTS SERVED; 32%); PARENTS & CAREGIVERS HAVE THE MOTIVATION, SKILLS, AND MATERIALS TO TEACH CHILDREN (2,231 CLIENTS; 55%); AND CHILDREN HAVE AGE APPROPRIATE SOCIAL EMOTIONAL AND INTELLECTURAL DEVELOPMENT (522 CLIENTS SERVED; 13%). PROGRAMS INCLUDE CHILD CARE CENTERS, PARENTING PROGRAMS AND LITERACY. |
| Executive Committee | Part VI, line 1a | The Executive Committee has all power and authority to act for the Board of Directors between regular Board meetings and in emergencies. The Executive Committee has such power as is delegated by the Board. The Executive Committee consists of a minimum of eight Directors, including the chair of the Board. Additional Directors may be elected to serve as at-large voting members of the Executive Committee from time to time by the Board of Directors. The Executive Committee has the authority to determine the annual operating budget, salary and benefit schedules, subject to the ratification of the aggregate amount by the Board of Directors. |
| Membership | Form 990, Part VI, Line 6 | The members of this corporation shall be one class termed members. Each contributor to the United Way of Lake County campaign shall be entitled to membership in the United Way of lake County and shall be known as a member during the year for which the gift was made. |
| FORM 990 REVIEW PROCESS | FORM 990, PART VI, LINE 11 | A REVIEW OF THE FORM 990 WAS CONDUCTED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS AND CERTAIN KEY UNITED WAY OF LAKE COUNTY STAFF MEMBERS DURING A CONFERENCE CALL PRIOR TO THE FILING OF THE FORM 990. A COPY OF THE FORM 990 AND THE PRIOR YEAR FORM 990 WERE EMAILED TO THE FINANCE COMMITTEE AND KEY UNITED WAY OF LAKE COUNTY STAFF MEMBERS: THE PRESIDENT & CEO, THE VICE PRESIDENT OF OPERATIONS AND THE DIRECTOR OF HUMAN RESOURCES. QUESTIONS OR COMMENTS FROM THE FINANCE COMMITTEE AND THE KEY STAFF MEMBERS CONCERNING THE FORM 990 WERE SOLICITED AND SHARED. FOLLOWING THE REVIEW, THE FORM 990 WAS PROVIDED TO EACH OF THE VOTING MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO THE FILING OF THE FORM 990. |
| WRITTEN CONFLICT OF INTEREST POLICY | FORM 990, PART VI, LINE 12 | THE ORGANIZATION HAS TWO CODE OF ETHICS POLICIES (COLLECTIVELY REFERRED TO AS "THE ETHICS POLICIES") COVERING (1) EMPLOYEES AND (2) VOLUNTEERS AND REPRESENTATIVES (INCLUDING BOARD OF DIRECTORS AND ITS COMMITTEES) OF THE UNITED WAY OF LAKE COUNTY, INC. ("UWLC") AND CLOSE FAMILY MEMBERS OF EMPLOYEES AND VOLUNTEERS AND REPRESENTATIVES. THE ETHICS POLICIES COVER, AMONG OTHER TOPICS AND WHEN APPLICABLE, ACCOUNTABILITY AND EFFICIENCY; RESPONSIBILITIES TO (OF) VOLUNTEERS AND REPRESENTATIVES; VENDOR RELATIONS; EQUAL OPPORTUNITY; CONFLICT OF INTEREST; PERSONAL GAIN; FAVORITISM; SOLICITATIONS; CONFIDENTIAL INFORMATION AND DISCLOSURE. REGARDING CONFLICTS OF INTEREST, UWLC EMPLOYEES, VOLUNTEERS AND REPRESENTATIVES ARE PROHIBITED FROM PARTICIPATING IN ANY ACTIVITY OR OUTSIDE BUSINESS VENTURE FOR FINANCIAL GAIN OR OTHERWISE THAT CONFLICTS WITH UWLC'S BEST INTERESTS, INCLUDING INVOLVEMENT WITH A CURRENT OR POTENTIAL VENDOR, GRANTEE OR COMPETING ORGANIZATION, UNLESS DISCLOSED TO AND NOT DEEMED TO BE INAPPROPRIATE BY THE PRESIDENT AND CEO OR BOARD CHAIRPERSON. EACH UWLC EMPLOYEE, VOLUNTEER AND REPRESENTATIVE IS ANNUALLY REQUIRED TO COMPLETE, SIGN AND FORWARD RESPONSES TO A CONFLICT OF INTEREST STATEMENT. THE RESULTS OF THE ANNUAL CERTIFICATION PROCEDURE ARE SUMMARIZED AND REPORTED TO THE BOARD OF DIRECTORS. UWLC EMPLOYEES, VOLUNTEERS OR REPRESENTATIVES HAVING A GOOD FAITH COMPLAINT REGARDING ACCOUNTING, INTERNAL AUDITING CONTROLS, AUDITING MATTERS IN GENERAL AND/OR OTHER CONCERNS SPECIFICALLY NOTED IN THE ETHICS POLICIES (COLLECTIVELY REFERRED TO AS "ETHICAL FINANCIAL CONCERNS") MUST SUBMIT AN ETHICAL FINANCIAL CONCERN TO THE STAFF ETHICS OFFICER (DIRECTOR OF HUMAN RESOURCES) OR CURRENT BOARD CHAIRPERSON IN PERSON, BY TELEPHONE OR BY LETTER. ALL ETHICAL FINANCIAL CONCERNS ARE RECORDED BY THE STAFF ETHICS OFFICER AND FORWARDED TO THE BOARD CHAIRPERSON. THE BOARD CHAIRPERSON MAKES AN INITIAL DETERMINATION IF THE ETHICAL FINANCIAL CONCERN SHOULD BE FURTHER INVESTIGATED, AND IF SO, MAY DESIGNATE AN APPROPRIATE BOARD MEMBER(S) OR OUTSIDE COUNSEL/ADVISORS TO CONDUCT SUCH AN INVESTIGATION. ON NOT LESS THAN A SEMI-ANNUAL BASIS, THE STAFF ETHICS OFFICER WILL REPORT TO THE BOARD AS TO THE STATUS OF ALL ETHICAL FINANCIAL CONCERNS THAT HAVE BEEN RECEIVED. |
| PROCESS FOR DETERMINING COMPENSATION | FORM 990, PART VI, LINE 15 | THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS OF UWLC REVIEW THE PERFORMANCE AND COMPENSATION OF THE PRESIDENT & CEO ("TOP MANAGEMENT OFFICIAL") EACH YEAR. THE DIRECTOR OF HUMAN RESOURCES PRESENTS TO THE BOARD CHAIRMAN AND TO THE IMMEDIATE PAST BOARD CHAIRMAN EXTERNAL COMPENSATION DATA FOR THE PRESIDENT & CEO POSITION EVERY OTHER YEAR (THIS WAS LAST PERFORMED FOR THE FISCAL YEAR ENDED JUNE 30, 2012). ANNUALLY, THE BOARD CHAIRMAN CONDUCTS A PERFORMANCE EVALUATION OF THE PRESIDENT & CEO AND REVIEWS THE EVALUATION WITH THE PAST BOARD CHAIRMAN AND EXECUTIVE COMMITTEE. ANY SALARY ADJUSTMENT FOR THE PRESIDENT & CEO IS COMMUNICATED TO THE DIRECTOR OF HUMAN RESOURCES BY THE PRESENT BOARD CHAIRMAN. THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS REVIEW AND APPROVE ALL COMPENSATION ADJUSTMENTS FOR ALL OFFICERS, KEY EMPLOYEES AND OTHER EMPLOYEES. COMPENSATION ADJUSTMENTS (EXCLUDING ANY ADJUSTMENT FOR THE PRESIDENT & CEO) ARE RECOMMENDED TO THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS BY THE PRESIDENT & CEO. THE PRESIDENT & CEO REVIEWS AND APPROVES/DISAPPROVES EXCEPTIONS TO UWLC'S COMPENSATION POLICY AND ADMINISTRATION GUIDELINES AS RECOMMENDED BY THE DEPARTMENTAL VICE PRESIDENTS AND SUPERVISORS. THE PRESIDENT & CEO ALSO APPROVES SALARY ADJUSTMENTS, JOB CHANGES AND PERFORMANCE APPRAISALS. THESE PROCESSES WERE LAST UNDERTAKEN FOR THE FISCAL YEAR ENDED JUNE 30, 2012. MINUTES ARE PREPARED DOCUMENTING THE DELIBERATION AND DECISION MAKING REGARDING COMPENSATION ADJUSTMENTS FOR ALL OFFICERS, KEY EMPLOYEES AND OTHER EMPLOYEES. UWLC USES A MARKET PRICING / JOB SLOTTING SYSTEM AS THE BEST FIT FOR ITS TOTAL COMPENSATION PHILOSOPHY. USING JOB DESCRIPTIONS AS A BASE, "BENCHMARK JOBS" (JOBS COMMON TO SIMILAR ORGANIZATIONS TYPICALLY SURVEYED) WERE IDENTIFIED. APPROXIMATELY 25 JOBS WERE SELECTED AS BENCHMARK JOBS. THESE JOBS WERE COMPETITIVELY PRICED TO THE LABOR MARKET. ALL NON-BENCHMARK JOBS WERE COMPARED AND RANKED AS TO JOB RESPONSIBILITIES IN COMPARISON TO THE BENCHMARK JOBS TO DETERMINE APPROPRIATE SALARY RANGE PLACEMENT. UWLC USES APPROPRIATE PUBLISHED SALARY SURVEYS TO RESEARCH COMPETITIVE MARKET DATA AND ESTABLISH EXTERNAL EQUITY. SURVEYS USED INCLUDE (NOT INCLUSIVE): ASSOCIATION FORUM OF CHICAGOLAND -- COMPENSATION & BENEFITS SURVEY FOR NOT-FOR-PROFITS; ABBOTT, LANGER ASSOCIATION SURVEYS - NOT-FOR-PROFITS; SULLIVAN & COTTER - CHICAGO BENCHMARK COMPENSATION STUDY; WATSON WYATT - OFFICE PERSONNEL REPORT AND UNITED WAY WORLDWIDE - SALARY SURVEY. USING EXTERNAL COMPETITIVE SALARY DATA AND INTERNAL JOB RANKINGS, A SALARY STRUCTURE WAS CREATED. BENCHMARK JOBS WERE PLACED IN SALARY RANGES BASED ON COMPETITIVE MARKET DATA AND NON-BENCHMARK JOBS WERE PLACED BASED ON A COMPARISON OF INTERNAL JOBS AND JOB FAMILIES. SALARY RANGES ARE REVIEWED AND REVISED WHEN THE NEED IS INDICATED BY CHANGES IN COMPETITIVE PAY TARGETS FOR THE LABOR MARKET AS ESTABLISHED BY SURVEY DATA. SALARY RANGES ARE REVIEWED A MINIMUM OF EVERY THREE YEARS BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. COMPENSATION SURVEYS ARE CONDUCTED PERIODICALLY FOR EXISTING AND NEWLY-CREATED POSITIONS TO CONFIRM THAT UWLC'S SALARY RANGES ARE COMPETITIVE. |
| DOCUMENTS MADE AVAILABLE TO THE PUBLIC | FORM 990, PART VI, LINE 18 | UWLC'S FORM 1023, APPLICATION FOR RECOGNITION OF EXEMPTION, IS AVAILABLE TO THE PUBLIC UPON REQUEST. UWLC MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC ON UWLC'S WEBSITE AT WWW.UWLAKECO.ORG. |
| DOCUMENTS MADE AVAILABLE TO THE PUBLIC | FORM 990, PART VI, LINE 19 | UWLC MAKES ITS GOVERNING DOCUMENTS, THE BYLAWS AND ARTICLES OF INCORPORATION, AND ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE MOST RECENT AUDITED FINANCIAL STATEMENTS ARE AVAILABLE AT UWLC'S WEBSITE AT WWW.UWLAKECO.ORG. |
| INDEPENDENT CONTRACTORS | FORM 990, PART VII, SECTION B, LINE 1 | UNITED WAY OF METROPOLITAN CHICAGO INC. PROVIDES SUPPORT SERVICES TO THE UNITED WAY OF LAKE COUNTY, INC. THESE SERVICES ARE DONOR PROCESSING AND FINANCIAL SERVICES. THE DONOR PROCESSING INCLUDES PROCESSING OF DONOR PLEDGES, ISSUANCE OF TAX RECEIPTS, CREDIT CARD AND STOCK DONATION PROCESSING, AGENCY NOTIFICATION OF DONOR DESIGNATION PAYOUTS AND PROCESSING OF PLEDGE PAYMENTS. FINANCIAL SERVICES INCLUDE BOOKKEEPING SERVICES, AUDIT SUPPORT, AND PAYMENT OF EXPENSES AND AGENCY ALLOCATIONS. |
| RECONCILIATION OF NET ASSETS | FORM 990, PART XI, LINE 5 | REVENUES................................... $ 9,000,471 EXPENSES................................... 9,363,913 CHANGE IN NET ASSETS....................... (363,442) BEGINNING NET ASSETS....................... 9,320,488 UNREALIZED GAIN............................ (180,158) DESIGNATION FEES........................... (14,288) Loss on 2010 Campaign Pledges.............. (57,629) TOTAL.................................. $8,704,971 |
Comments