2012-05-12T17:09:34-05:00 2011-06-30 Matthews Cutrer & Lindsay PA 599 C Steed Rd Ridgeland MS 39157 990 2010-07-01 640303075 United Way of the Capital Area Inc UNIT 6019484725 PO Box 23169 Jackson MS 392253169 Teresa Walker 6019484725 2012-03-22 1 Charles R Lindsay Jr CPA 6018988875 2012-03-08 2010 2016-02-24 21:20:13Z Teresa Walker PO Box 23169 Jackson MS 392253169 3378320 0 X www.myunitedway.com X 1939 MS To provide opportunities that empower people to build successful lives. 16 16 27 16 0 0 3443313 3308187 68253 58520 15584 11548 125 65 3527275 3378320 1523222 1268107 0 0 790528 759394 0 0 582188 1513023 1628076 3826773 3655577 -299498 -277257 3919912 3557188 626253 539362 3293659 3017826 X To provide opportunities that empower people to build successful lives. The organization provides educational and asset building opportunities that create pathways out of poverty for families in Hinds, Madison and Rankin counties. 0 0 304386 97900 VITA - One of the major focus areas for United Way of the Capital Area is to increase financial stability and socioeconomic growth while decreasing the need for safety net and emergency services. The Volunteer Income Tax Assistance Program (VITA) is a major program within this focus area. 1074885 Allocation to other Nonprofit Organizations - See schedule I for a detail of all donations made for year ended June 30, 2010. 687879 325286 211 Call Center - A call center staffed 5 days a week to connect people with needed human services through an easy to remember three digit phone number, the web and a variety of community interaction. 168060 57000 58520 Education - One of the major focus areas for United Way of the Capital Area is to ensure children enter kindergarten and elementary school ready to excel and to increase the graduate rate among "at-risk" children. 37454 870 Youth in Action - A student run United Way service giving young people the opportunity to take on leadership roles, volunteer and raise funds to allocate to teen oriented service programs in the community. 75076 29804 Gifts in Kind - A program that facilitates donated products provided from the community and given to local service organizations to assist with their missions. 21715 Youth in Action - Net Worth Institute - A web-based, client tracking and case management system allowing agency users to record client information, make referrals and report statistics more efficiently. 8281 FEMA - Responsible for monitoring expenditures of programs receiving Emergency food and shelter programs funds. They also oversee the day to day operations of the program and act as the agency's liasion to the National Federal Board. 191928 94932 Department of Human Services Grant - The Child Care Partnership Grant is a program to benefit at-risk children and those seeking refuge from abusive or at-risk family situations. 55763 Donor Investments - The process of investing the dollars raised during the annual campaign, monitoring agency programs and conducting in-depth reviews. 30396 Community Building - The process of strengthening the capacity of neighborhood residents, associations and organizations to foster and sustain positive neighborhood change. 60265 Excel By 5 - A program which emphasizes the important role parents play in educating their children during their most formative years - birth to age 5. 13912 African American Women's Health Initiative - A program which provides assistance to younger African American women on obesity and other health-related issues. 48000 Disaster Services - provides shelter, food, new clothing, home repair and administers medical and mental health counseling services to victims of fire and other disasters. 710850 182606 58520 2778000 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 3 0 0 27 1 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MS X X Teresa Walker COO 6019484725 843 North President St Jackson MS 39202 Tina Lakey 1.00 X 0 0 0 Denny Bruns 1.00 X 0 0 0 Barney Daly 1.00 X 0 0 0 Phillip Street 1.00 X 0 0 0 Dr Lee Royce 1.00 X 0 0 0 Tom Troxler 1.00 X 0 0 0 LoRose Hunter 1.00 X 0 0 0 Ivye Allen 1.00 X 0 0 0 Leslie Hurst 1.00 X 0 0 0 John McKie 1.00 X 0 0 0 Napoleon Johnson 1.00 X 0 0 0 Lester Diamond 1.00 X 0 0 0 Teresa Walker 40.00 X 77069 0 8862 Robert Gibbs 1.00 X 0 0 0 David Barrentine 1.00 X 0 0 0 Mark Peach 1.00 X 0 0 0 Carol J Burger 40.00 X X 134494 0 21777 211563 0 30639 1 0 1 0 0 2401555 283858 104971 517803 29804 3308187 Admin & Processing Fee 900099 57120 57120 Bancorp South & Trustm 900099 1400 1400 58520 11403 11403 145 145 145 145 Miscellaneous 900099 65 65 65 3378320 58520 0 11613 1268107 1268107 211563 56315 50017 105231 397384 105777 93948 197659 38194 11301 9196 17697 57537 16474 12911 28152 54716 14141 13277 27298 28500 28500 5865 5856 9 43039 43039 61751 6325 9805 45621 14037 4550 4389 5098 55173 14337 13842 26994 19940 6640 256 13044 32647 8850 3690 20107 26638 26638 70885 20372 18246 32267 Program Expenses 708642 708642 Designated Funds 525878 525878 Miscellaneous 29726 3158 9705 16863 Dues & Subscriptions 5355 1277 960 3118 3655577 2778000 295389 582188 391112 441756 468936 293720 1455602 1349696 25120 17605 25183 24527 1807270 1243423 618593 563847 910590 839960 24776 26077 3919912 3557188 117587 88543 81715 50707 426951 400112 626253 539362 X 1837887 1760724 1455772 1257102 3293659 3017826 3919912 3557188 X -277257 1424 X X 0 1 1 X 0 X 4355870 3464250 3084815 3443313 3308187 17656435 4355870 3464250 3084815 3443313 3308187 17656435 17656435 79886 70322 26680 15933 11548 204369 248 812 125 65 1250 17862054 197994 0.98850 0.98780 X 222129 222129 637082 437135 199947 948059 806288 141771 563847 Investments 839960 C 839960 Due to Other 400112 400112 3378320 3655577 -277257 1424 1424 -275833 2871366 1424 17500 18924 2852442 525878 525878 3378320 3147199 17500 17500 3129699 525878 525878 3655577 Part XII, Line 4b - Other Adjustments: Designated Contributions 525,878. Part XIII, Line 4b - Other Adjustments: Designated Contributions 525,878. 1 American Red Cross of Central Mississippi PO Box 5068 Jackson MS 39296 640303627 32000 Provides basic life needs/counseling to victims of disasters/ emergency situations. Bethlehem Center 920 N Blair Street Jackson MS 39202 640508509 10000 Early childhood education for children from working poor and at-risk families. Boy Scouts of America 855 Riverside Drive Jackson MS 39202 640303071 25000 A non-traditional leadership development collaborative for young meen adjudicated through the Youth Courts of Hinds, Madison, and Rankin counties and the MS Children's Home Society. Catholic Charities - Shelter for Battered Families 200 North Congress Street Suite 100 100 Jackson MS 39201 640466850 65000 Provides a safe environment for women and children escaping domestic violence. Christians in Action PO Box 7676 Jackson MS 39284 237412406 27500 A temporary shelter for children from birth to 12 from abusive environments. Clinton Community Christian Corporation PO Box 21 Clinton MS 39060 640587959 10000 Provides adults, 60 years and older, with home delivered or congregate meals and access to transportation and recreational activities. Daylight Ministries for Women PO Box 10936 Jackson MS 39289 203119028 12000 Provides life counseling, education and job skills assitance for female ex-offenders and females recovering from substance abuse. Girl Scout Council of Middle MS 1471 West County Line Rd Jackson MS 39213 640308410 35000 A drop-out prevention program for young girls focusing on developing healthy life skills. Goodwill Industries of Mississippi 104 East State Street Ridgeland MS 39157 640362410 15000 Enabling disabled people and others with special needs to fully participate in our community through education, training, and employment that broadens their vocational skills and living opportunities. Hinds County Human Resource Center PO Box 22657 Jackson MS 39225 640577821 15000 A congregate meal site providing nutritional meals, transportation, social activities and recreational/life enrichment activities for the elderly. YMCA of Metropolitan Jackson - IS Sanders Pre-school 800 East River Place Jackson MS 39202 640303099 120000 Assistance to low-income parents to enable them to continue or seek employment or to continue their education. YMCA of Metropolitan Jackson - IS Sanders Drop-out Prevention Program 800 East River Place Jackson MS 39202 640303099 100000 An after-school/weekend program for ages 11-17 in the Farish Street Community. Jackson Medical Mall - Convenient Care Clinic 350 West Woodrow Wilson Ave Suite 107 Jackson MS 39213 640865274 24000 To provide primary care to low-income individuals/families who are uninsured or underinsured. Jackson State University PO Box 17429 Jackson MS 39217 646000507 45000 Provides basic literacy, pre-GED, GED, workforce skills and parenting skills for adults to allow for productive employment. Living Independence for Everyone PO Box 68294 Jackson MS 39286 582062107 20000 Serving individuals with disabilities in need of home modifications to reach their full level of independence. Madison Countains Allied Against Poverty PO Box 217 Canton MS 39046 640179803 50000 Building/repairing homes for poor or handicapped individuals/families in Madison county. Magnolia Speech School 733 Flag Chapel Road Jackson MS 39209 640435317 120000 An oral school to prepare hearing-impaired and speech/language-impaired children for integration into regular schools. Mental Health Association of the Capital Area 407 Briarwood Drive Suite 208 Jackson MS 39206 640371389 7500 Provides psychotropic medication on a one-time emergency basis to individuals with mental illnesses while they wait for assistance programs or public benefits to become effective. Mission First Inc PO Box 250 Jackson MS 39046 640797107 30000 Providing quality health and dental care at a low cost to those who need the services. Mississippi Children's Home Society - The ARK Residential Treatment Program PO Box 1078 Jackson MS 39215 640303085 35000 A specialized treatment program for chemically dependent youth. Operation Shoestring - Project KIDS PO Box 11223 Jackson MS 39213 640471554 40000 An after-school program, summer childcare and enrichment program for children in the Bailey Avenue area. Operation Shoestring - StampOut Dropout PO Box 11223 Jackson MS 39213 640471554 180000 Holistic drop-out prevention program for elementary and middle school students. Stewpot Community Services Inc - Matt's House 1100 West Capital Street Jackson MS 39203 640655566 20000 Provides emergency shelter for homeless women/children with no other place to go. Stewpot Community Services Inc - Sims House PO Box 1021 Canton MS 39046 640655566 20000 A transitional shelter for women and their children who are homeless or the victims of domestic violence or abuse. The Center for Violence Prevention PO Box 6279 Pearl MS 39288 581959108 24000 Domestic violence shelter for women and children in Rankin County. The Salvation Army - Transitional Shelter PO Box 31954 Jackson MS 39205 580660607 10000 Provides homeless individuals with shelter, meals, counseling, classes and support services to help them become self-sufficient. Willowood Development Center - Preschool 1635 Boling Street Jackson MS 39213 640523324 45000 An inclusive environment where children, with or without disabilities, learn through a sensory stimulating environment. Caring Hands Ministries 2100 Main Street Madison MS 39130 204347477 15000 A free medical/dental clinic and pharmacy for low-income, unisured residents of Madison County, primarily the city of Canton. Our Daily Bread PO Box 1021 Canton MS 39046 421741521 23000 A congregate meal site in Canton that is available to the elderly and/or low-income residents for a nutritional noon meal. Home delivered meals are also available to shut-ins, or citizens who are unable to leave their homes due to illness. CredAbility 3000 Old Canton Rd 550 Jackson MS 39216 580942924 13750 Guiding individuals in resolving financial challenges and inspire and equip people to achieve lasting financial wellness. Jackson Free Clinic 925 Martin Luther King Drive Jackson MS 39203 640945749 10000 A free clinic operated by the medical students of the University of Mississippi Medical Center to provide high-quality health services to individual who have inadequate access to medical care. American's Promise 1110 Vermont Avenue NW Suite 900 Washington DC 20005 640303075 30000 Forging a strong and effective partnership alliance committed to seeing that children experience the fundamental resources they need to succeed: caring adults, safe places, a healthy start, an effective education and opportunitites to help others. Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: United Way of the Capital Area funds eligible community programs and initiatives through single and multi-year allocations. Programs that meet eligibility criteria may submit proposals to United Way during its annual request for proposals period, normally in the spring of each year. Programs must submit complete proposals on-time in order to be considered. United Way volunteer committees review the proposals and make funding decisions based on criteria, including program costs, evidence of success, stability of the organization, and the programs fit with the United Way's framework. In special circumstances, United Way may make grant awards outside of the annual RFP process based on its own discretion. X X 0 0 0 0 0 0 0 0 0 Carol J Burger 134494 0 0 0 0 0 18165 0 3612 0 156271 0 155720 0 X 1141 FMV X 28663 FMV 0 1 0 Form 990, Part VI, Section B, line 11 The Organization is provided a draft of Form 990 from the accountant. The Audit Committee reviews and discusses the draft and a copy is given to each member of the board. Any questions brought up by the Audit Committee or board members are answered/cleared by the accountant prior to the filing of Form 990. Form 990, Part VI, Section B, line 12c The conflict of interest policy is given to all board members at the first meeting of his or her term (3 years). The policy is signed by each member only once during their term. If any conflicts arise during the year it is discussed and noted in the board minutes. Form 990, Part VI, Section B, line 15 The Board of Trustees review the officers compensation annually. Before any increases are approved, the board compares the officers compensation to other United Ways in the Southeast region. Form 990, Part VI, Section C, line 19 The Organization makes its governing documents, conflict of interst policy, and financial statements available to the public upon request. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 1,424. PROCESS OF COMMITTEE OVERSIGHT OF THE AUDIT AND ITS FINANCIAL STATEMENTS FORM 990, PART XI, LINE 2C The financial statements are prepared monthly, reviewed by an independent accountant and presented to the Board of Trustees. At the end of the fiscal year an audit is performed by an independent accounting firm. The auditor meets with the Board of Trustees making a full presentation at the completion of the audit for the year answering any of the Board's questions. The auditor works closely with the Board of Trustees during the year should any concerns arise.