2011-01-11T12:57:31-06:00 2010-06-30 CLIFTON GUNDERSON LLP 370 INTERLOCKEN BLVD SUITE 500 BROOMFIELD CO 80021 990 2009-07-01 846042598 Foothills United Way Inc Formerly Boulder County United Way FOOT 3034444013 1285 Cimarron Drive Suite 101 Lafayette CO 80026 BARBARA PINGREY 3034444013 2010-12-21 1 V E Shoup 3034668822 2009 2016-02-24 21:20:13Z BARBARA PINGREY 1285 Cimarron Drive Suite 101 Lafayette CO 80026 3208874 0 X www.unitedwayfoothills.org X 1925 CO MOBILIZE PEOPLE AND RESOURCES TO ADDRESS VITAL ISSUES AND BUILD A STRONGER, THRIVING COMMUNITY. 16 16 13 44 0 0 891334 2615908 28100 90462 -76421 57343 3956 15612 846969 2779325 809934 917317 0 307704 668103 0 315833 471022 1214664 1588660 2800084 -741691 -20759 3742223 3997215 1215397 1393218 2526826 2603997 THE MISSION OF THE FOOTHILLS UNITED WAY, INC. IS TO MOBILIZE PEOPLE AND RESOURCES TO ADDRESS VITAL ISSUES AND BUILD A STRONGER, THRIVING COMMUNITY. 0 0 1977421 917317 2526900 Foothills United Way: Foothills United Way (FHUW) is dedicated to engaging our community in order to change conditions and improve lives. More than just meeting needs today, it's about creating long-term sustainable positive change. The collective power of the financial, volunteer, and in-kind contributions of our donors and community partners allows for measurable change in FHUW's Impact Areas: Providing for Community Basic Needs, Promoting Health and Healing, Supporting Children and Youth and Strengthening Seniors. 147416 78289 PIE/IDA Program: The PIE/IDA program addresses the root causes of poverty through systemic economic changes benefitting the working poor. Program participants open Individual Development Accounts (IDA's), which are matched savings accounts, designed to help working low-income and low-wealth families save money for continuing education, capitalizing a business or buying a home. The PIE/IDA mission is to provide tools that empower low-income residents to save and build assets to strengthen their economic stability. The program provides a maximum match of $3,000 towards the asset purchase of each program participant. Participants in the program must be in the IDA/PIE Program for at least 6 months and may stay up to 30 months. In 2010, the program graduated 100 participants as follows: 43 home buyers, 37 post-secondary education, and 20 small business start-ups. At June 30, 2010, the program had 82 participants as follows: 36 home buyers, 27 small business start-ups, and 19 post-secondary education. 22786 10719 Imagination Library: Imagination Library was created by the Dollywood Foundation in 1996 to provide books for preschoolers in Sevier County, Tennessee. Through enrollment in the Library, children ages 0-5 receive a book mailed to their home each month. The Foundation works in partnership with local organizations to replicate the program in other communities across the country. In April 2003, a group of interested citizens and organizations came together to bring the program to Boulder and Broomfield Counties. Foothills United Way serves as the fiscal agent for the program and maintains the local database. Through June 2010, nearly 1,800 children have received more than 38,900 books FHUW's Imagination Library. 2147623 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 1 0 13 1 0 0 0 0 0 0 0 0 0 16 16 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X THE ORGANIZATION 3034444013 1285 CIMARRON DRIVE STE 101 LAFAYETTE CO 80026 Victoria J Marschner 4.00 X 0 0 0 ALBERT J MANZI 4.00 X 0 0 0 ANNA MCDERMOTT 4.00 X 0 0 0 FRANK BRUNO 4.00 X 0 0 0 GILBERT SAENZ 4.00 X 0 0 0 JAMES M CORBOY 4.00 X 0 0 0 Jon F Kottke 4.00 X 0 0 0 KEITH KANEMOTO 4.00 X 0 0 0 Carol Lathrop 4.00 X 0 0 0 EDITH ORTEGA 4.00 X 0 0 0 CHRISTOPHER GUNLIKSON 4.00 X 0 0 0 MALCOLM FLEMING 4.00 X 0 0 0 GREG HARMS 4.00 X 0 0 0 SHANA JOHNSON 4.00 X 0 0 0 JAMES F WILLIAMS II 4.00 X 0 0 0 WILLIAM UNGER 4.00 X 0 0 0 Barbara Pingrey 50.00 X 78447 0 11141 John Laputz 40.00 X 63240 0 9870 Patricia Farrington 40.00 X 67497 0 10625 Kelli Rucker 40.00 X 47611 0 6266 256795 0 37902 0 0 0 0 0 2615908 84120 2615908 Administrative fee 561000 90462 90462 90462 31988 31988 26588 14882 11706 11706 11706 440022 414667 25355 25355 25355 MISCELLANEOUS REVENUE 561000 3906 3906 3906 2779325 94368 0 69049 917317 917317 294699 102501 114973 77225 282538 65351 102346 114841 50871 13926 17778 19167 39995 11371 15077 13547 32084 10221 11516 10347 53570 17067 19227 17276 14518 4625 5211 4682 12642 6450 -337 6529 3515 1120 1262 1133 24500 7805 8794 7901 40834 15035 10579 15220 7188 2582 1992 2614 Donor Designated Contri 712276 712276 PROGRAM EXPENSES 178061 178061 Bad Debts 56877 56877 SPECIAL EVENTS 30210 9624 10843 9743 Equipment Rental & Main 11755 3745 4219 3791 36634 11669 13148 11817 2800084 2147623 336628 315833 67629 325043 662599 429724 792351 904008 1431025 229540 1229047 1201485 963347 1116772 27250 20183 3742223 3997215 83059 100517 1130122 1290485 2216 2216 1215397 1393218 X 2139634 2269336 387192 334661 2526826 2603997 3742223 3997215 X 0 1 1 X 0 X 2522229 2443480 2521978 2448152 2531788 12467627 2522229 2443480 2521978 2448152 2531788 12467627 1275585 11192042 37700 47825 78620 68033 58576 290754 108561 116905 96293 61405 88026 471190 13229571 474935 0.84600 0.86700 X Schedule A, Part II, Line 10, Explanation of Other Income: GIFTS IN KIND MISC RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 980103 152041 9389 1122755 913553 70461 3911 980103 1.00000 0.00000 0.00000 0 0 100000 100000 1177232 112073 1065159 153793 117467 36326 1201485 696062 F U.S. GOVERNMENT AGENCY BOND 50946 F U.S. GOVERNMENT SECURITIES 89435 F CORPORATE BONDS 280329 F 1116772 Tenant Deposits 2216 2216 2779325 2800084 -20759 97930 97930 77171 2122982 97930 -754273 -656343 2779325 0 2779325 2045811 -754273 -754273 2800084 0 2800084 Part V, Line 4: Description of Intended Use of Endowment Funds: The intended use of the income generated by the endowment funds is to fund projects in the community that are above and beyond the scope of the normal allocation process. Part XII, Line 2d - Other Adjustments: Donor Designated Contributions: -712276. BAD DEBT EXPENSE INCLUDED IN REVENUE ON FINANCIAL STATEMENTS: -56877. Rental Expenses, Gross: 14880. Part XIII, Line 2d - Other Adjustments: Donor Designated Contributions: -712276. BAD DEBT EXPENSE INCLUDED IN REVENUE ON FINANCIAL STATEMENTS: -56877. Rental Expenses, Gross: 14880. PART XI, LINE 8 - OTHER: NET UNREALIZED GAIN ON INVESTMENTS: 97930. 1 Alternatives for Youth 24 9th Avenue Longmont CO 80501 501(c)(3) 9393 Celebrando la Familia, Clearview Educational Center & NorthStar programs American Red Cross 444 Sherman Street Denver CO 80203 501(c)(3) 7066 Disaster Services in Boulder & Broomfield Counties Attention Homes 3080 Broadway Suite C boulder CO 80304 501(c)(3) 32834 1293 DONOR VALUATION NEW COMPUTER EQUIPMENT Broadway House and Chase House programs Bal Swan Childrens Center 1145 East 13th Avenue Broomfield CO 80020 501(c)(3) 11887 Early Childhood Education Blue Sky Bridge PO Box 19122 boulder CO 80308 501(c)(3) 8313 Childrens Sexual Abuse Prevention and Advocacy programs Boulder County AIDS Project 2118 14th Street boulder CO 80302 501(c)(3) 16626 HIV care and prevention programs Safehouse Progressive Alliance 835 North Street Boulder CO 80304 501(c)(3) 46132 3893 DONOR VALUATION NEW COMPUTER EQUIPMENT Domestic Violence Victim Services, Community Outreach, and Violence Prevention Education for Children & Youth Boulder Shelter for the Homeless 4869 North Broadway Boulder CO 80304 501(c)(3) 32003 1293 DONOR VALUATION NEW COMPUTER EQUIPMENT Boulder County Cares, Emergrency Shellter, and Transition Shelter Boulder Day Nursery 1518 Spruce Street Boulder CO 80302 501(c)(3) 35161 1293 DONOR VALUATION NEW COMPUTER EQUIPMENT Early Childhood Learning Program Center for People with Disabilities 1675 Range Street Boulder CO 80301 501(c)(3) 35745 Independent Living and Advocacy Services Community Food Share 6363 Horizon Lane Longmont CO 80503 501(c)(3) 12719 Primary-Emergency Food and Elder Share programs Clinica Campesina 1345 Plaza Court North 1A Lafayette CO 80026 501(c)(3) 91436 5200 DONOR VALUATION NEW COMPUTER EQUIPMENT Developmental screening for low income children, Health care for low income & uninsured EARLY CHILDHOOD COUNCIL OF BOULDER COUNTY 2160 SPRUCE STREET Boulder CO 80306 501(c)(3) 6318 Children's services Dental Aid 877 South Boulder Road Louisville CO 80027 501(c)(3) 12469 9093 DONOR VALUATION NEW COMPUTER EQUIPMENT Comprehensive oral health services and education Emergency Family Assistance Association 900 Arapahoe Ave Boulder CO 80302 501(c)(3) 32419 Basic needs and Emergency and Transitional housing programs Family Learning Center 3164 34th Street Boulder CO 80301 501(c)(3) 6983 Early childhood learning and Youth leadership and development programs I Have A Dream Foundation of Boulder County 3012 Sterling Circle Suite 200 Boulder CO 80301 501(c)(3) 24938 Equips low-income students with the means and resources to attend higher education. Inn Between of Longmont Inc 250 Kimbark Street Longmont CO 80501 501(c)(3) 9975 1293 DONOR VALUATION NEW COMPUTER EQUIPMENT Transitional housing and services for homeless individuals and families Intercambio de Comunidades PO Box 925 Boulder CO 80306 501(c)(3) 12469 Promoting cultural diversity through language classes and cultural exchange programs Longmont Meals on Wheels 910 Longs Peak Avenue Longmont CO 80501 501(c)(3) 12469 Home delivered meals in Longmont area Ed and Ruth Lehman YMCA Longmont 950 Lashley Longmont CO 80501 501(c)(3) 14132 1293 DONOR VALUATION NEW COMPUTER EQUIPMENT Youth development, Senior health & wellness, and Health & fitness advocacy Mental Health Center of Boulder County 1333 Iris Avenue Boulder CO 80304 501(c)(3) 46881 Integrated services project, children and adolescent services, and moving to end sexual assault programs Meals on Wheels of Boulder 909 Arapahoe Avenue Suite 121 Boulder CO 80302 501(c)(3) 10806 1293 DONOR VALUATION NEW COMPUTER EQUIPMENT Home delivered meals in Boulder area OUR Center 303 Atwood Street Longmont CO 80501 501(c)(3) 24937 5200 DONOR VALUATION NEW COMPUTER EQUIPMENT Basic needs and child care services in Longmont Over the Rainbow 297 Highway 119 Nederland CO 80466 501(c)(3) 6484 Early childhood learning in Nederland Parenting Place 1235-A Pine Street Boulder CO 80302 501(c)(3) 9642 5199 DONOR VALUATION NEW COMPUTER EQUIPMENT Family Education and Support and strengthening Latino families programs LAYAYETTE YOUTH CENTER CO Project Yes 1306 CENTAUR VILLAGE DRIVE Lafayette CO 80026 501(c)(3) 10211 Community-based youth activities CARECONNECT 951 Arapahoe Avenue Suite 10 Boulder CO 80302 501(c)(3) 17041 2585 DONOR VALUATION NEW COMPUTER EQUIPMENT Senior volunteer and safety net services Safe Shelter of St Vrain PO Box 231 Longmont CO 80502 501(c)(3) 22444 1293 DONOR VALUATION NEW COMPUTER EQUIPMENT Ending domestic violence programs SAINT VRAIN FAMILY CENTER PO BOX 2174 LONGMONT CO 80502 501(c)(3) 10723 7799 DONOR VALUATION NEW COMPUTER EQUIPMENT SHARED PARENTING SALUD FAMILY HEALTH CENTER 220 East Rodgers Road Longmont CO 80501 501(c)(3) 24937 Comprehensive health care and information services and Childrens' Health programs SISTER CARMEN COMMUNITY CENTER 701 W Baseline Rd Lafayette CO 80026 501(c)(3) 9144 5199 DONOR VALUATION NEW COMPUTER EQUIPMENT Basic needs emergency assistance program Special Transit 4880 Pearl Street Boulder CO 80301 501(c)(3) 29426 Accessible paratransit, homeless transit services, and Easy Rider travel training Teens Inc and Family Center 151 East Street Nederland CO 80466 501(c)(3) 12552 After-school programs and Chinook West alternative high school Tiny Tim Center 611 Korte Parkway Longmont CO 80501 501(c)(3) 25437 1293 DONOR VALUATION NEW COMPUTER EQUIPMENT Early childhood therapeutic outreach program Boulder Valley Women's Health Center 2855 Valmont Rd Boulder CO 80301 501(c)(3) 27432 1293 DONOR VALUATION NEW COMPUTER EQUIPMENT Comprehensive family planning, latina outreach, and youth services programs YMCA of Boulder Valley 5541 Central Avenue Suite 135A Boulder CO 80301 501(c)(3) 8230 1293 DONOR VALUATION NEW COMPUTER EQUIPMENT Activate Boulder County and Breakthrough Arts programs YWCA of Boulder County 2222 14th Street Boulder CO 80302 501(c)(3) 31337 Childrens Alley, EDGE, and Family Transitions programs COLORADO THERAPEUTIC RIDING CENTER 11968 MINERAL ROAD LONGmont CO 80504 501(c)(3) 5819 Equine assisted programs for people with special needs Lafayette Youth and Families Transitioning in School 200 E South Boulder Road lafayette CO 80026 501(c)(3) 17552 COMMUNITY-BASED YOUTH ACTIVITIES EMERALD ELEMENTARY SCHOOL 755 WEST ELMHURST PLACE BROOMFIELD CO 80020 501(c)(3) 0 7799 DONOR VALUATION NEW COMPUTER EQUIPMENT PRIMARY GRADE COMPUTER CENTER Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: The Organization received and reviews an annual report from every funded agency that addresses program results, accomplishments, challenges, and budget variances. Also, volunteer members of the Community Impact Committee make site visits, during the funding cycle period, wherever funded programming is taking place. X 3 5644 MKT price-date of gift X Computer equipment 1 72653 market price of equipment X Various retail goods/svcs 2 5824 Mkt Price of goods/svcs 0 1 0 Form 990, Part VI, Section A, line 2 Board member, Albert Manzi, is a board member of the I Have A Dream Foundation of Boulder County, a partner agency that receives funding from the Organization. Board member, John Kottke, is married to the Executive Director of Special Transit, a partner agency that receives funding from the Organization. Board member, John Kottke, is Chair of the Capital Campaign of Special Transit, a partner agency that receives funding from the Organization. Board member, Frank Bruno, is a board member of Special Transit, a partner agency that receives funding from the Organization. Board member, Gilbert Saenz, is a board member of Intercambio de Communidades, a partner agency that receives funding from the Organization. Board member, Greg Harms, is the Executive Director of Boulder Shelter for the Homeless, a partner agency that receives funding from the Organization. Form 990, Part VI, Section B, line 11 The 990 is reviewed by the board of directors and questions and comments are solicated via electronic distribution of the return. Form 990, Part VI, Section B, line 12c Board and staff complete a conflict of interest policy statement annually. Annual conflict of interest declarations are reviewed by the Audit Committee for compliance with internal standards as well as potential disclosures. Form 990, Part VI, Section B, line 15a The Executive Committee of the Board provides an annual performance evaluation of the CEO. Salary determination is based on similiar non-profit entities in the area. Form 990, Part VI, Section C, line 19 The 990 is available for public review on guidestar. All Organization governing documents, policies and financial statements are available for review at the Organization's offices during normal business hours. FORM 990, PART XI, LINE 2C: The process has not changed from the prior year. United Way Worldwide 701 North Fairfax Street Alexandria VA 22314 131635294 Improve lives by mobilizing the caring power of communities around the world VA 501(c)(3) 170(b)(1)(A)(vi) 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 United Way Worldwide L 24500