OTSEGO COUNTY UNITED WAY INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- OTSEGO COUNTY UNITED WAY INC (EIN 23-7156104)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201213199349304986
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T14:55:30-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382498459 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECHELBARGER HIMEBAUGH TAMM & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5136 CASCADE RD SE STE 2A | AddressLine1 |
| City | GRAND RAPIDS | City |
| State | MI | State |
| ZIP Code | 495463728 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237156104 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OTSEGO COUNTY UNITED WAY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OTSE | NameControl |
| Phone | 9897328929 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 E FIFTH STREET | AddressLine1 |
| City | GAYLORD | City |
| State | MI | State |
| ZIP Code | 49735 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LORRAINE MANARY | Name |
| Title | EXEC DIRECTOR | Title |
| Phone | 9897328929 | Phone |
| Date Signed | 2012-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CURT A REPPUHN | Name |
| PTIN | P00628832 | PTIN |
| Phone | 6165753482 | 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 | LORRAINE MANARY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 E FIFTH STREET | AddressLine1 |
| City | GAYLORD | City |
| State | MI | State |
| ZIP Code | 49735 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 438082 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.OTSEGO.ORG/UNITEDWAY | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1972 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE SUPPORT TO LOCAL CHARITABLE ORGANIZATIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 8 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 399917 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 16049 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 0 | InvestmentIncomePriorYear |
| Investment Income Current Year | 171 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 0 | TotalRevenuePriorYear |
| Total Revenue Current Year | 416137 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 86385 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 161852 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 5120 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 0 | OtherExpensePriorYear |
| Other Expenses Current Year | 107012 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 0 | TotalExpensesPriorYear |
| Total Expenses Current Year | 355249 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 0 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 60888 | RevenuesLessExpensesCY |
| Total Assets BOY | 279849 | TotalAssetsBOY |
| Total Assets EOY | 325226 | TotalAssetsEOY |
| Total Liabilities BOY | 66372 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 50861 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 213477 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 274365 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE SUPPORT TO LOCAL CHARITABLE ORGANIZATIONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 140676 | Expense |
| Grants | 60132 | Grants |
| Revenue | 16049 | Revenue |
| Description | PROVIDED DIRECT AND INDIRECT SUPPORT TO 12 LOCAL TAX EXMEPT ORGANIZATIONS SERVING THE SOCIAL WELFARE OF THOUSANDS WITHIN OTSEGO COUNTY, MICHIGAN. TAKE TIME TO CARE HOLIDAY PROGRAM PROVIDES TOYS, CLOTHES AND FOOD BASKETS TO ELIGIBLE FAMILIES IN OTSEGO COUNTY. OPERATED COMMUNITY BUILDING WHICH HOUSES VARIOUS NOT-FOR-PROFIT ORGANIZATIONS SO CLIENTS CAN COME TO ONE LOCATION FOR ASSISTANCE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 101897 | Expense |
| Description | RETIRED AND SENIOR VOLUNTEER PROGRAM PROVIDES VOLUNTEER OPPORTUNITIES FOR OLDER ADULTS AGE 55 AND OLDER. NEEDS OF LOCAL NOT-FOR-PROFIT ORGANIZATIONS ARE PROVIDED THROUGH MEANINGFUL, ENJOYABLE AND TARGETED VOLUNTEER OPPORTUNITIES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 47529 | Expense |
| Grants | 26253 | Grants |
| Description | FIRST CALL FOR HELP PROGRAM PROVIDED SUPPORT TO APPROXIMATELY 3,900 PEOPLE IN OTSEGO COUNTY RELATING TO FAMILY MATTERS, FINANCIAL ASSISTANCE AND INFORMATION REFERRALS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 28811 | Expense |
| Description | VOLUNTEER CENTER OF OTSEGO COUNTY CONNECTS PEOPLE AND RESOURCES, ENCOURAGES INDIVIDUALS AND FAMILIES TO IMPROVE THEIR COMMUNITY AND TO PROMOTE VOLUNTEERISM IN OTSEGO COUNTY. THE VOLUNTEER CENTER ENGAGES VOLUNTEERS FROM YOUTH TO ADULTS WHO STRIVE TO MAKE THEIR COMMUNITY BETTER BY THE AGENCIES THEY SERVE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 28811 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 318913 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 9 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 8 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORRAINE MANARY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9897328929 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 E FIFTH STREET | AddressLine1 |
| City | GAYLORD | City |
| State | MI | State |
| ZIP Code | 49735 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| CINDY PUSHMAN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ANDREW DRIVER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| CHAD VOLANT | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| BARBARA MILLER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| KIMBERLY BROZ | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| GARY KOZMA | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ANGIE JONES | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| CHUCK LAPER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| TISH JANIKOWSKI | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| BARB SWITALSKI | ||||||
| 2ND VICE PRESIDENT | 2.00 | 0 | 0 | 0 | X | |
| JIM AKANS | ||||||
| PRESIDENT | 4.00 | 0 | 0 | 0 | X | |
| LORRAINE MANARY | ||||||
| EXECUTIVE DIRECTOR | 40.00 | 33846 | 0 | 0 | X | |
| THOMAS MAMMOSER | ||||||
| 1ST VICE PRESIDENT | 4.00 | 0 | 0 | 0 | X | |
| LORI LANCASTER | ||||||
| TREASURER | 4.00 | 0 | 0 | 0 | X | |
| LINDA REINHARDT | ||||||
| SECRETARY | 4.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 33846 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 34114 | FundraisingEvents |
| Government Grants | 207727 | GovernmentGrants |
| All Other Contributions | 158076 | AllOtherContributions |
| Total Contributions | 399917 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COMMUNITY BLDG. SERVIC | Description |
| Business Code | 531120 | BusinessCode |
| Total Revenue Column | 16049 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16049 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 16049 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 171 | TotalRevenueColumn |
| Exclusion | $171 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 21945 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 34114 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 21945 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 416137 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16049 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $171 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60132 | Total |
| Program Services | 60132 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26253 | Total |
| Program Services | 26253 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33846 | Total |
| Program Services | 31882 | ProgramServices |
| Management And General | 1964 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115777 | Total |
| Program Services | 115777 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12229 | Total |
| Program Services | 12076 | ProgramServices |
| Management And General | 153 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9390 | Total |
| Management And General | 9390 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 887 | Total |
| Program Services | 643 | ProgramServices |
| Management And General | 244 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5864 | Total |
| Program Services | 2067 | ProgramServices |
| Management And General | 837 | ManagementAndGeneral |
| Fundraising | 2960 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19765 | Total |
| Program Services | 11586 | ProgramServices |
| Management And General | 7461 | ManagementAndGeneral |
| Fundraising | 718 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26960 | Total |
| Program Services | 25174 | ProgramServices |
| Management And General | 1751 | ManagementAndGeneral |
| Fundraising | 35 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1082 | Total |
| Management And General | 1082 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1067 | Total |
| Program Services | 547 | ProgramServices |
| Management And General | 464 | ManagementAndGeneral |
| Fundraising | 56 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2171 | Total |
| Program Services | 1602 | ProgramServices |
| Management And General | 569 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SUPPLIES AND PRINTING | 11895 | 9522 | 1712 | 661 |
| TELEPHONE | 10725 | 8824 | 1330 | 571 |
| EQUIPMENT RENTAL & REPA | 6505 | 5301 | 1204 | |
| GRANT ADMINISTRATION | 3757 | 3757 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6944 | Total |
| Program Services | 3770 | ProgramServices |
| Management And General | 3055 | ManagementAndGeneral |
| Fundraising | 119 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 355249 | Total |
| Program Services | 318913 | ProgramServices |
| Management And General | 31216 | ManagementAndGeneral |
| Fundraising | 5120 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87222 | BOY |
| EOY | 40798 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20526 | BOY |
| EOY | 137758 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150598 | BOY |
| EOY | 136673 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15699 | BOY |
| EOY | 5261 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 29175 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 24439 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5804 | BOY |
| EOY | 4736 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 279849 | BOY |
| EOY | 325226 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22384 | BOY |
| EOY | 22271 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27368 | BOY |
| EOY | 13785 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16620 | BOY |
| EOY | 14805 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66372 | BOY |
| EOY | 50861 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89586 | BOY |
| EOY | 145732 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123891 | BOY |
| EOY | 128633 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 213477 | BOY |
| EOY | 274365 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 279849 | BOY |
| EOY | 325226 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 60888 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 376899 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 305859 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 280114 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 460716 | CurrentTaxYearMinus1Year |
| Current Tax Year | 407809 | CurrentTaxYear |
| Total | 1831397 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 6627 | CurrentTaxYear |
| Total | 6627 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 376899 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 305859 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 280114 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 460716 | CurrentTaxYearMinus1Year |
| Current Tax Year | 414436 | CurrentTaxYear |
| Total | 1838024 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 1838024 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 279 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5 | CurrentTaxYearMinus1Year |
| Current Tax Year | 171 | CurrentTaxYear |
| Total | 482 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 1838506 | TotalSupport |
| Gross Receipts From Admissions Etc | 91376 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.99970 | PublicSupportPertcentage170 |
| 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
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 29175 | OtherCostOrOtherBasis |
| Depreciation | 24439 | Depreciation |
| Book Value | 4736 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4736 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DESIGNATIONS PAYABLE | Description |
| Amount | $14,805 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 14805 | TotalOfAmounts |
| Total Revenue | 416137 | TotalRevenue |
| Total Expenses | 355249 | TotalExpenses |
| Excess Or Deficit For Year | 60888 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 60888 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 422764 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 6627 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 6627 | RevenueNotRptdF990 |
| Revenue Subtotal | 416137 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 416137 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 361876 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 6627 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 6627 | ExpensesNotRptdF990 |
| Expenses Subtotal | 355249 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 355249 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | PART X, LINE 2 FIN 48 STATEMENT: OCUW HAS ADOPTED THE RECOGNITION REQUIREMENTS FOR UNCERTAIN INCOME TAX POSITIONS AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. OCUW HAS ANALYZED THE TAX POSITIONS TAKEN IN ITS FILINGS WITH INTERNAL REVENUE SERVICE AND STATE JURISDICTIONS WHERE IT OPERATES. OCUW'S MANAGEMENT BELIEVES TAX YEARS 2007 THROUGH 2010, FOLLOWING ADMINISTRATIVE PRACTICE OF TAXING AUTHORITIES, REMAIN OPEN AND SUBJECT TO REVIEW. MANAGEMENT BELIEVES ITS INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON ITS FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, FOR ALL OPEN TAX YEARS, OCUW HAS NOT RECORDED ANY RESERVES OR RELATED ACCRUALS FOR UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2011. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | POWER OF THE PURSE | NameOfEvent1 |
| Gross Receipts Event1 | 17887 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 12760 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 5127 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 5127 | OtherDirectExpensesEvent1 |
| Name Of Event2 | SPIRIT OF VOLUNTEERISM BANQUET | NameOfEvent2 |
| Gross Receipts Event2 | 12082 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 8796 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 3286 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 3286 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 11 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 26090 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 12558 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 13532 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 13532 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 56059 | GrossReceiptsTotal |
| Charitable Contributions Total | 34114 | CharitableContributionsTotal |
| Gross Revenue Total Events | 21945 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 21945 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 21945 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|
| OTSEGO COUNTY FOOD PANTRY | |||||||||
| 116 E FIFTH STREET | GAYLORD | MI | 49735 | 383374066 | 3 | 7676 | 0 | N/A | OPERTATIONAL SUPPORT |
| BIG BROTHERSBIG SISTERS | |||||||||
| PO BOX 501 | GAYLORD | MI | 49734 | 237310849 | 3 | 8500 | 0 | N/A | OPERATIONAL SUPPORT |
| CATHOLIC HUMAN SERVICES | |||||||||
| 1000 HASTINGS | TRAVERSE CITY | MI | 49686 | 383198322 | 3 | 13000 | 0 | N/A | OPERATIONAL SUPPORT |
| FRIENDSHIP SHELTER | |||||||||
| PO BOX 2048 | GAYLORD | MI | 49734 | 383033378 | 3 | 8000 | 0 | N/A | OPERATIONAL SUPPORT |
| WOMENS RESOURCE CENTER | |||||||||
| 423 PORTER STREET | PETOSKEY | MI | 49770 | 382302164 | 3 | 7000 | 0 | N/A | OPERATIONAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 5 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | UTILITY, RENT, MORTGAGE, ETC | TypeOfGrant |
| Number Of Recipients | 156 | NumberOfRecipients |
| Amount Of Cash Grant | 26253 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: BEFORE GRANTS ARE AWARDED, EACH GRANT APPLICATION GOES THROUGH A RIGOROUS REVIEW PROCESS BY A PANEL COMPRISED OF COMMUNITY LEADERS. EACH ORGANIZATION SELECTED AS A RECIPIENT MUST SUBMIT QUARTERLY PROGRAMMATIC AND FINANCIAL REPORTS TO THE UNITED WAY FOR REVIEW PRIOR TO AUTHORIZATION OF QUARTERLY PAYMENT. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990, PART VI, LINE 11B - ORGANIZATION'S PROCESS TO REVIEW FORM 990: AN INDEPENDENT CPA PREPARES THE FORM 990 AND MEETS WITH EITHER A DESIGNATED COMMITTEE OR THE BOARD OF DIRECTORS AS A WHOLE. AFTER ALL MEMBERS HAVE HAD AN OPPORTUNITY TO REVIEW AND ADDRESS COMMENTS, THE REVISED FORM 990 IS VOTED ON FOR ACCEPANCE BY THE BOARD. A DESIGNATED OFFICER SIGNS FORM 8879 -EO AUTHORIZING THE CPA TO E-FILE THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | FORM 990, PART VI, LINE 12C - ENFORCEMENT OF CONFLICTS POLICY: ON AN ANNUAL BASIS A QUESTIONNAIRE IS GIVEN TO BOARD MEMBERS ASKING THEM TO DISCLOSE ANY CONFLICT OF INTERESTS. THE QUESTIONNAIRES ARE DATED AND FILED. BOARD MEMBERS EXCLUDE THEMSELVES FROM VOTING ON ANY BOARD ITEMS WHERE A CONFLICT OF INTEREST HAS BEEN DISCLOSED. |
| FORM 990, PART VI, SECTION B, LINE 15A | FORM 990, PART VI, LINE 15A - COMPENSATION PROCESS FOR TOP OFFICIAL: THE EXECUTIVE DIRECTOR'S SALARY IS DETERMINED ANNUALLY BY THE BOARD OF DIRECTORS AFTER CONSIDERING SUCH FACTORS AS JOB PERFORMANCE, JOB ADHERENCE, AND BUDGET CONSTRAINTS. A RECENT SURVEY OF SIMILARY UNITED WAY ORGANIZATIONS SHOWED THAT THE CURRENT EXECUTIVE DIRECTOR IS COMPARABLE TO THE AVERAGE SALARY OF LIKE POSITION. |
| FORM 990, PART VI, SECTION C, LINE 19 | PART VI, LINE 19 - OTSEGO COUNTY UNITED WAY'S GOVERNING DOCUMENTS ARE AVAILABLE FOR REVIEW UPON REQUEST. |
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