2011-05-13T13:30:51-05:00 2010-12-31 CLIFTON GUNDERSON LLP 2301 VILLAGE DRIVE ST JOSEPH MO 64506 990 2010-01-01 440547802 UNITED WAY OF GREATER ST JOSEPH UNIT 8163642381 PO BOX 188 ST JOSEPH MO 64502 SEANN O'RILEY 8163642381 2011-05-13 1 CARLA R LACKEY CPA 8162328441 2010 2016-02-24 21:20:13Z KYLEE STROUGH PO BOX 188 ST JOSEPH MO 64502 3615040 0 X WWW.STJOSEPHUNITEDWAY.ORG X 1975 MO THE MISSION OF THE UNITED WAY OF GREATER ST. JOSEPH IS TO IMPROVE LIVES THROUGH THE CARING POWER OF COMMUNITY. UNITED WAY ACCOMPLISHES THIS MISSION THROUGH SUPPORT TO THE PROGRAM SERVICES OF 19 LOCAL HEALTH AND HUMAN SERVICE AGENCIES AND THROUGH UNITED WAY'S OWN COMMUNITY INITIATIVES. THE EMPHASIS IN BOTH OF THESE APPROACHES IS TO FOCUS ON THE BUILDING BLOCKS OF A GOOD LIFE-EDUCATION, FINANCIAL STABILITY, AND HEALTH. 32 32 15 550 0 0 3766265 3352873 53575 57523 45923 50826 65604 64902 3931367 3526124 2628024 2512379 0 0 427973 412290 0 0 122826 311273 273775 3367270 3198444 564097 327680 8203201 8758686 2809989 2730470 5393212 6028216 X THE MISSION OF THE UNITED WAY OF GREATER ST. JOSEPH IS TO IMPROVE LIVES THROUGH THE CARING POWER OF COMMUNITY. 0 0 2495443 2495443 ALLOCATED SERVICESUNITED WAY FUNDING PRIMARILY SUPPORTS THE DIRECT CLIENT SERVICES RELATED TO EDUCATION, FINANCIAL STABILITY, AND HEALTH THAT ARE DELIVERED THROUGH UNITED WAY'S 19 LOCAL PARTNER AGENCIES. AMONG THE ACHIEVEMENTS IN 2010 WERE:EDUCATION - OVER 1,800 CHILDREN ATTENDED PRESCHOOLS AND CHILD CARE AT UNITED WAY PARTNER AGENCIESFINANCIAL STABILITY - 11,648 CONTACTS WERE MADE TO HELP SPECIAL NEEDS CLIENTS SECURE NEEDED SERVICES. 99% OF THE 467 HOUSEHOLDS FACING FORECLOSURE, EVICTION, OR UTILITY DISCONNECTION WERE SUCCESSFUL IN REMAINING IN THEIR HOMES.96% OF 597 PEOPLE IN CRISIS WHO WERE SEEKING HELP WITH BILL PAYMENT SUCCESSFULLY COMPLETED BUDGET COUNSELING TO GET THROUGH THEIR CRISIS.HEALTH - 78,154 MOBILE MEALS WERE DELIVERED TO HOMEBOUND SENIOR CITIZENS IN 2010. NOT ONLY WERE THESE MEALS A SOURCE OF BALANCED NUTRITION, BUT THE AVAILABILITY AND DELIVERY OF THESE MEALS RESULT IN SENIORS MAINTAIN THEIR HEALTH AND BEING ABLE TO STAY IN THEIR HOMES LONGER.IN ADDITION TO THE PROGRAM SERVICES DESCRIBED ABOVE, UNITED WAY ALSO PROVIDED SUPPORT TO ADDRESS A NUMBER OF IDENTIFIED HEALTH-RELATED NEEDS, INCLUDING DENTAL CARE FOR CHILDREN ON MEDICAID AND FOR LOW-INCOME ADULTS, GLUCOSE TESTING STRIPS FOR LOW-INCOME PATIENTS WITH DIABETES, CASE MANAGEMENT SERVICES FOR FORMERLY HOMELESS WOMEN, MOBILE MEAL DELIVERY TO SENIOR ADULTS, AND EXPANSION OF THE BACKPACK BUDDIES PROGRAM. 275105 16936 37130 I. UNITED WAY FINANCIAL STABILITYUNITED WAY BEGAN THE FINANCIAL STABILITY INITIATIVE IN 2009 TO SUPPORT INDIVIDUALS AND FAMILIES AS THEY WORK TO IMPROVE THEIR PERSONAL ECONOMIC AND FINANCIAL STABILITY. COMMUNITY LEADERS FROM ALL SECTORS COLLABORATE TO FOCUS ON THREE MAIN ASPECTS: FINANCIAL EDUCATION, INCREASING THE NUMBER OF PEOPLE UTILIZING FREE TAX PREPARATION SERVICES, AND POLICIES AND REGULATIONS THAT PREVENT PEOPLE FROM MOVING OUT OF POVERTY. IN PARTNERSHIP WITH OTHER COMMUNITY ENTITIES, THE INITIATIVE LAUNCHED AN AFTER SCHOOL FINANCIAL PROGRAM FOR ELEMENTARY STUDENTS. OVER 80 STUDENTS HAVE PARTICIPATED IN THE PROGRAM AND COLLECTIVELY SAVED OVER $2,600 IN THEIR VERY OWN SAVINGS ACCOUNTS.II. UNITED WAY LEADERSHIP ST. JOSEPH UNITED WAY LEADERSHIP ST. JOSEPH COMPLETED ITS 28TH YEAR OF DEVELOPING VOLUNTEER LEADERS BY OFFERING HANDS-ON OPPORTUNITIES TO IMPLEMENT COMMUNITY PROJECTS. THE TWENTY-EIGHT MEMBERS OF THE 2010 CLASS DEVELOPED PROGRAM PROPOSALS THAT ADDRESSED A NUMBER OF COMMUNITY NEEDS INCLUDING ENCOURAGING READING IN LOCAL PARKS, COLLECTING AND DISTRIBUTING USED SPORTING EQUIPMENT REOPENING THE COMMUNITY EARLY CARE AND EDUCATION RESOURCE CENTER AND IDENTIFYING STRATEGIES FOR THE YMCA TO USE A GRANT THEY HAD RECEIVED. LEADERSHIP PARTICIPANTS ALSO SERVED AS REVIEWERS FOR HEALTH FUND GRANTS.III. UNITED WAY PROFIT IN EDUCATIONWHEN UNITED WAY PROFIT IN EDUCATION INITIATIVE WAS CREATED 20 YEARS AGO, THE LOCAL HIGH SCHOOL DROPOUT RATE STOOD AT OVER 26 PERCENT. UNITED WAY PROFIT IN EDUCATION HAS CONTRIBUTED TO A SIGNIFICANT IMPROVEMENT IN GRADUATION RATES, WITH THAT RATE REMAINING AT ABOUT 88 PERCENT FOR THE PAST SEVERAL YEARS - THE BEST GRADUATION PERFORMANCE FOR ANY URBAN AREA IN MISSOURI. THE LATEST STRATEGIC PLAN CALLED FOR RENEWED EFFORTS TO KEEP KIDS IN SCHOOL, A GOAL THAT RECEIVED A BOOST BY THE RECEIPT OF A $100,000 GRANT FROM AT&T IN AN EARLIER YEAR. THIS GRANT FUNDED A PROJECT THAT BEGAN IN 2009 AND CONTINUED IN 2010 TO ENGAGE NINTH-GRADE STUDENTS IN APPLIED LEARNING EXPERIENCES TO IMPROVE THEIR CHANCES OF ON-TIME GRADUATION AND OF DEVELOPING THE SKILLS NEEDED FOR SUCCESSFUL TRANSITION TO THE WORKFORCE. IV. UNITED WAY SUCCESS BY 6A CHILD'S PROSPECTS FOR SUCCESS IN SCHOOL AND IN LIFE ARE RELATED TO EARLY EXPERIENCES THAT FOSTER INTELLECTUAL, EMOTIONAL, AND SOCIAL ABILITIES. AMONG UNITED WAY'S MOST IMPORTANT ACCOMPLISHMENTS HAS BEEN THE IMPROVEMENT IN LOCAL CHILDCARE PROGRAMS. WHEN UNITED WAY LAUNCHED A SUCCESS BY 6 INITIATIVE THERE WAS ONLY ONE ACCREDITED CHILDCARE CENTER IN THE COMMUNITY. TODAY THERE ARE 8. UNITED WAY HAS ALSO PILOTED A QUALITY RATING SYSTEM FOR CHILDCARE PROVIDERS, WITH 21 CENTERS PARTICIPATING IN THE IMPROVEMENT EFFORT THAT HAS AN IMPACT ON THE LIVES OF SOME 800 CHILDREN EACH YEAR. ONE OF THE WAYS UNITED WAY AND THE ST. JOSEPH SCHOOL DISTRICT COOPERATES IS THROUGH, KINDERGARTEN JUMPSTART, A PROGRAM THAT HELP CHILDREN WHO SCORE BELOW THEIR PEERS IN PRE-K SCREENING TESTS TO ACQUIRE SKILLS FOR SUCCESSFUL ENTRY INTO SCHOOL. V. UNITED WAY VOLUNTEER CENTERUNITED WAY LAUNCHED THE UNITED WAY VOLUNTEER CENTER IN 2009. UNITED WAY'S VOLUNTEER CENTER SERVES AS A CENTRAL RESOURCE FOR THE COMMUNITY, INDIVIDUALS, AND ORGANIZATIONS FOR ALL VOLUNTEERISM NEEDS. IT PROMOTES VOLUNTEERISM AS A MEANS OF FOSTERING INCREASED CITIZEN INVOLVEMENT AND ENGAGEMENT WITH NON-PROFIT ORGANIZATIONS TO ENHANCE PROVIDED HUMAN SERVICES THAT WILL RESULT IN A HEALTHIER, BETTER EDUCATED AND FINANCIALLY SECURE COMMUNITY. THE VOLUNTEER CENTER MATCHED VOLUNTEERS WITH VOLUNTEER NEEDS DURING THE COURSE OF THE YEAR. MOST NOTABLY, DURING THE STUFF THE BUS! EVENT, THE VOLUNTEER CENTER COORDINATED THE INVOLVEMENT OF 200 COMMUNITY MEMBERS AND THE COLLECTION OF SCHOOL SUPPLIES THAT THE SALVATION ARMY DISTRIBUTED TO CHILDREN IN NEED. OVER 900 BACKPACKS WERE FILLED WITH SUPPLIES. 53644 COMMUNICATIONSIT TAKES STRONG COMMUNITY SUPPORT TO PRODUCE THE LEVEL OF PROGRAM ACHIEVEMENTS (LISTED UNDER 4A), AND SUSTAINING THAT SUPPORT REQUIRES AN ACTIVE COMMUNICATIONS EFFORT. UNITED WAY LETS DONORS AND THE GENERAL PUBLIC KNOW ABOUT THE ORGANIZATION'S ACCOMPLISHMENTS THROUGH PRINTED MATERIALS (INCLUDING AN ANNUAL REPORT), E-NEWSLETTERS, WEB SITE, VIDEO PRODUCTIONS, MEDIA OUTREACH, AND SPECIAL EVENTS. IN 2010, GENEROUS IN-KIND CONTRIBUTIONS OF OVER $85,921 ENABLED UNITED WAY TO PROVIDE INFORMATION AT THE LOWEST POSSIBLE COST. 113082 20393 OTHER PROGRAMS CONTRIBUTE TO THE OVERALL EFFECTIVENESS OF UNITED WAY IN ADDRESSING COMMUNITY NEEDS.I.PLANNING AND ALLOCATIONSTHE COMMUNITY INVESTMENT PROCESS, IN WHICH SOME 60 VOLUNTEERS WORK TO ENSURE THE MOST EFFECTIVE USE OF DONATED DOLLARS, IS AT THE HEART OF ACCOUNTABILITY FOR UNITED WAY. IN MAKING ALLOCATIONS RECOMMENDATIONS, THE VOLUNTEERS FOCUS ON SUPPORT FOR PROGRAMS THAT GET RESULTS. IN ADDITION TO THE ACCOMPLISHMENTS LISTED UNDER ALLOCATED SERVICES ON 4A, COMMUNITY INVESTMENT FUNDS IN 2010 ENABLED AREA MINISTERS FOR CHRIST TO CONTINUE SERVING A FREE NIGHTLY MEAL AT THE VALLEY FOOD KITCHEN, COMMUNITY MISSIONS CORPORATION TO PROVIDE HOUSING TO HOMELESS MEN DURING WINTER MONTHS, THE YWCA & SALVATION ARMY TO ASSIST FAMILIES IN FINDING PERMANENT, STABLE SHELTER, AND SECOND HARVEST TO EXPAND THE BACKPACK BUDDIES PROGRAM. II. COMMUNITY BUILDINGUNITED WAY SERVES AS A CATALYST FOR SOLVING PROBLEMS IN THE COMMUNITY, AND STAFF MEMBERS TAKE ACTIVE ROLES IN COMMUNITY NETWORKS, SUCH AS THE BUCHANAN COUNTY TOURISM BOARD, THE CHAMBER OF COMMERCE, COMMUNITY ALLIANCE, CONTINUUM OF CARE, HEARTLAND HEALTH ETHICS COMMITTEE, THE COORDINATING BOARD OF EARLY CHILDHOOD, EMPLOYMENT COALITION, HEALTHY COMMUNITIES INVESTOR COUNCIL, KIWANIS, MISSOURI STATE COMPLETE COUNTS COMMITTEE, MISSOURI WESTERN BOARD OF GOVERNORS, MY SUCCESS EVENT, THE P-20 COUNCIL, ROTARY CLUB #32, AND YOUNG EXECUTIVES NETWORK. UNITED WAY'S UNMET NEEDS COMMITTEE BRINGS TOGETHER REPRESENTATIVES OF NOT-FOR-PROFIT, FAITH-BASED, AND GOVERNMENT AGENCIES TO HELP IN CASES OF EXTREME NEED. THROUGH A COOPERATIVE APPROACH AND CAREFUL USE OF RESOURCES, THE COMMITTEE RESPONDED TO SUCH NEEDS AS CAR REPAIRS WHICH ALLOWED THE OWNERS TO DRIVE TO WORK AND PRESCRIPTION MEDICINE FOR A NEWLY UNINSURED, LAID OFF WORKER. 113082 20393 2937274 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 5 0 15 1 0 0 0 0 0 0 0 0 0 0 X 32 32 1 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X X KYLEE STROUGH 8163642381 118 S 5TH ST JOSEPH MO 64502 CLINTON GEORGE 1.00 X 0 0 0 DILLON PAT 2.00 X 0 0 0 DORITY MATTHEW 1.00 X 0 0 0 EHLERT TODD 1.00 X 0 0 0 ELLIS DR WILLIAM 1.00 X 0 0 0 JOHNSON BEERY 1.00 X 0 0 0 LISTAU CHRIS 1.00 X 0 0 0 MCANALLY BRAD 1.00 X 0 0 0 MCCLATCHEY TERRY 1.00 X 0 0 0 MORGAN TYLER 1.00 X 0 0 0 MURPHY MICHAEL 1.00 X 0 0 0 PRITCHETT ROBERT L 1.00 X 0 0 0 RICHMOND TOM 1.00 X 0 0 0 RYAN AMY 1.00 X 0 0 0 SEVERN BILL 2.00 X 0 0 0 SHEARIN HEATHER 1.00 X 0 0 0 SIPE DICK 1.00 X 0 0 0 STEELE DARREN 1.00 X 0 0 0 STEIN ADAM 1.00 X 0 0 0 TITCOMB BILL 1.00 X 0 0 0 VEALE MIKE 1.00 X 0 0 0 VARTABEDIAN DR ROBERT 1.00 X 0 0 0 WALKER HEIDI 1.00 X 0 0 0 YOUNG TONY 1.00 X 0 0 0 MEIERHOFFER TODD 3.00 X X 0 0 0 KRETZINGER CURT 3.00 X X 0 0 0 CAROLUS BRETT 2.00 X X 0 0 0 JARRETT CHERYL 2.00 X X 0 0 0 MARTIN ROGER 2.00 X X 0 0 0 WOLLENMAN BOB 2.00 X X X 0 0 0 O'RILEY SEANN 2.00 X X 0 0 0 CONNALLY CHIEF CHRIS 3.00 X X 0 0 0 STROUGH KYLEE 50.00 X 57880 0 11377 SHIELDS BRENDA 50.00 X 53767 0 4638 111647 0 16015 0 0 0 0 0 43640 10440 3298793 21708 3352873 LEADERSHIP PROGRAMS 611430 31430 31430 REVENUE FROM SERVICES 611710 17856 17856 PROFIT IN EDUCATION 611710 5700 5700 STUFF THE BUS 611710 2537 2537 57523 113010 113010 66070 66070 66070 66070 14483 76667 -62184 -62184 -62184 11043 10440 12249 -1206 -1206 MISCELLANEOUS 900099 38 38 38 3526124 57523 0 115728 2495443 2495443 16936 16936 127662 70214 35746 21702 234708 147881 34651 52176 7535 4418 1939 1178 14797 8150 4119 2528 27588 15827 7384 4377 60 35 20 5 25 15 8 2 20370 12244 7075 1051 1607 949 536 122 13108 7742 4372 994 14474 6578 295 7601 5552 3226 611 1715 26982 15270 6610 5102 3092 1535 923 634 12595 11124 402 1069 36600 20130 10248 6222 30114 17009 8154 4951 PARENT AWARENESS MATERI 24658 24658 SOCIAL AND EMOTIONAL DE 20901 20901 MISCELLANEOUS 15160 7113 4712 3335 AWARDS (NON ASSISTANCE) 10742 10742 EQUIPMENT RENT AND MAIN 9696 2336 6682 678 28039 16798 3857 7384 3198444 2937274 138344 122826 864695 926536 1175000 1268566 2896082 2822480 3986 5986 829568 301302 405777 528266 2853596 3199681 992 3073 7171 8203201 8758686 2807989 2730470 2000 2809989 2730470 X 2958212 3164157 741910 959019 1693090 1905040 5393212 6028216 8203201 8758686 X 327680 307324 X X 0 1 1 X 0 X 3476433 5460901 3839142 3488716 3352873 19618065 3476433 5460901 3839142 3488716 3352873 19618065 19618065 130810 78865 102393 90376 179080 581524 11081 11081 20210670 315591 0.97070 0.95200 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS FUNDRAISING REVENUE MISCELLANEOUS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2168256 265370 244117 2677743 1789634 260650 117972 2168256 0.23420 0.70760 0.05820 0 0 33400 33400 743961 277114 466847 52207 24188 28019 0 528266 3526124 3198444 327680 307323 1 307324 635004 3937128 307323 103681 411004 3526124 0 3526124 3302125 103681 103681 3198444 0 3198444 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE UNITED WAY OF GREATER ST. JOSEPH HAS TWO PERMANENTLY RESTRICTED ENDOWMENT FUNDS. ONE ENDOWMENT IS FOR THE OPERATION OF THE ORGANIZATION. THE SECOND ENDOWMENT, THE SUCCESS BY 6 ENDOWMENT WILL BE USED TO FUND PROGRAMS AND SERVICES TO ENSURE THAT ALL CHILDREN AND HEALTHY AND READY TO ENTER KINDERGARTEN. CAMPAIGN DINNERS 21483 10440 11043 9669 2580 21483 10440 11043 9669 2580 12249 -1206 1 AMERICAN RED CROSS 401 NORTH 12TH STREET ST JOSEPH MO 64501 440545909 501C3 237068 DONOR DESIGNATED FOR GS AND GENERAL OPERATING COST AREA MINISTER FOR CHRIST 909 W VALLEY ST JOSEPH MO 64504 431429867 501C3 20000 FOOD PANTRY BARTLETT CENTER 409 SOUTH 18TH ST JOSEPH MO 64501 237116216 501C3 25851 PROGRAM OPERATING COST AND DONOR DESIGNATED FOR GS BIG BROTHERS AND BIG SISTERS 1202 S 28TH ST ST JOSEPH MO 64507 436068464 501C3 20000 GENERAL OPERATING BOY SCOUTS-PONY EXPRESS COUNCIL 1704 BUCKINGHAM ST JOSEPH MO 64506 440546279 501C3 119240 DONOR DESIGNATED FOR GS AND GENERAL OPERATING COST CATHOLIC CHARITIES 902 EDMOND SUITE 204 ST JOSEPH MO 64501 430887779 501C3 95223 DONOR DESIGNATED FOR GS, GENERAL OPERATING COST AND HOME PLUS PROGRAM CHILDREN'S MERCY HOSPITAL 2401 GILLHAM ROAD KANSAS CITY MO 64108 440605373 501C3 8190 DONOR DESIGNATED FOR GS COMMUNITY MISSIONS CORP 700 OLIVE STREET ST JOSEPH MO 64501 900180479 501C3 22908 DONOR DESIGNATED FOR GS, GENERAL OPERATING COST AND COLD WEATHER SHELTER FAMILY GUIDANCE 724 NORTH 22ND STREET ST JOSEPH MO 64501 440666362 501C3 286336 DONOR DESIGNATED FOR GS AND GENERAL OPERATING COST FRIENDS OF THE FREE CLINIC 904 SOUTH 10TH ST JOSEPH MO 64503 800308973 501C3 13226 ELECTRONIC MEDICAL RECORDS GIRL SCOUTS OF NE KANSAS AND NW MISSOURI 3300 DALE AVENUE SUITE 105 ST JOSEPH MO 64506 430892926 501C3 47716 DONOR DESIGNATED FOR GS AND GENERAL OPERATING COST INTERFAITH COMMUNITY SERVICES 200 CHEROKEE ST JOSEPH MO 64504 440545910 501C3 437882 DONOR DESIGNATED FOR GS, GENERAL OPERATING COST AND LEAPR LEGAL AID OF WESTERN MISSOURI 106 SOUTH 7TH STREET 4TH FLOOR ST JOSEPH MO 64501 430824638 501C3 75579 DONOR DESIGNATED FOR GS AND GENERAL OPERATING COST NORTHWEST MISSOURI COMMUNITY SERVICES 1203 NORTH 6TH STREET ST JOSEPH MO 64501 431496809 501C3 128642 DONOR DESIGNATED FOR GS SALVATION ARMY 622 MESSANIE ST JOSEPH MO 64501 440545998 501C3 108180 DONOR DESIGNATED FOR GS AND GENERAL OPERATING COST SOCIAL WELFARE BOARD - HELP FUND 904 SOUTH 10TH ST JOSEPH MO 64503 446000455 GOVERNMENT AGENCY 58500 DIABETES TESTING SUPPLIES SPECIALTY INDUSTRIES 3801 SOUTH LEONARD ROAD ST JOSEPH MO 64503 430896903 501C3 21796 DONOR DESIGNATED FOR GS AND GENERAL OPERATING COST ST JOSEPH HEALTH AND SAFETY COUNCIL 118 SOUTH 5TH LOWER LEVEL ST JOSEPH MO 64501 440548468 501C3 74418 DONOR DESIGNATED FOR GS AND GENERAL OPERATING COST THE CENTER 902 EDMOND SUITE 203 ST JOSEPH MO 64501 431615018 501C3 53608 PROGRAM OPERATING COST, RESOURCE CENTER AND DONOR DESIGNATED FOR GS UCP OF NW MISSOURI 3303 FREDERICK AVENUE ST JOSEPH MO 64506 430909607 501C3 181715 DONOR DESIGNATED FOR GS AND GENERAL OPERATING COST YMCA 315 SOUTH 6TH ST JOSEPH MO 64501 440552491 501C3 176407 DONOR DESIGNATED FOR GS AND GENERAL OPERATING COST YWCA 304 NORTH 8TH ST JOSEPH MO 64501 440552219 501C3 281232 DONOR DESIGNATED FOR GS, GENERAL OPERATING COST AND HOMELESS SHELTER 22 0 COLLEGE SCHOLARSHIPS FOR EARLY CHILDHOOD PROFESSIONAL 10 8577 COLLEGE TEXTBOOKS FOR SCHOLARSHIP RECIPIENTS 6 720 CDA ASSESSMENT FEE 3 1700 DENTAL 1 220 PRESCRIPTIONS 2 658 RENT ASSISTANCE 4 850 BATHROOM REMODEL FOR HANDICAP USE 1 1285 HOTEL EXPENSE 1 93 STIPEND ASSISTANCE 4 2000 EDUCATOR ACCREDITATION EXPENSE 2 683 CONSTITUENT ASSISTANCE 1 150 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE UNITED WAY MONITORS GRANT FUNDS BY REQUIRING GRANT RECIPIENTS TO SUBMIT TO THE UNITED WAY BUDGET FORMS ON AN ANNUAL BASIS. GRANT RECIPIENTS MUST ALSO SUBMIT ANNUAL OUTCOME REPORTS DETAILING THEIR ACCOMPLISHMENTS. MONTHLY FINANCIAL STATEMENTS ARE ALSO REQUIRED PRIOR TO A RELEASE OF AN AGENCY'S MONTHLY ALLOCATION. GRANTEES MUST ALSO PROVIDE TO THE UNITED WAY A YEAR-END REPORT AND AN UP-TO-DATE AUDIT CONDUCTED BY A PROFESSIONAL INDEPENDENT AUDITOR. OTHER SPECIFIC FINANCIAL MATERIALS MAY BE REQUESTED, AS NECESSARY. THIS INFORMATION IS NOT ONLY REVIEWED BY THE UNITED WAY STAFF, BUT BY COMMUNITY VOLUNTEERS ON A YEARLY BASIS. SCHEDULE I CORE CODES AND DEFINITIONS GENERAL OPERATING COST - AN UNRESTRICTED GRANT MAKE TO AN AGENCY IN SUPPORT OF ITS GENERAL OPERATING COSTS. PROGRAM OPERATING COST - A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM THAT IT OPERATES PROGRAM "SEED" FUNDING - A RESTRICTED GRANT MADE TO A START-UP AGENCY TO SUPPORT ITS INITIAL ORGANIZATIONAL COSTS. COMMUNITY COLLABORATION - A RESTRICTED GRANT MADE TO FUND THE COST ASSOCIATED WITH BRINGING ORGANIZATIONS WITHIN THE COMMUNITY TOGETHER FOR THE PURPOSE OF CREATING COLLABORATIVE EFFORTS THAT WILL ADDRESS SPECIFIC COMMUNITY ISSUES. DONOR DESIGNATED FOR PROGRAM SUPPORT - A RESTRICTED GRANT MADE TO AN AGENCY AT THE DIRECTION OF THE DONOR(S) IN SUPPORT OF A SPECIFIC PROGRAM THAT IT OPERATES. DONOR DESIGNATED FOR GENERAL SUPPORT - AN UNRESTRICTED GRANT MADE TO AN AGENCY AT THE DIRECTION OF THE DONOR(S) IN SUPPORT OF ITS GENERAL OPERATING COSTS. DONOR DESIGNATED FOR DISASTER/EMERGENCY RELIEF - AN UNRESTRICTED GRANT MADE TO AN AGENCY AT THE DIRECTION OF THE DONOR(S) IN SUPPORT OF THE COSTS ASSOCIATED WITH PROVIDING DISASTER/EMERGENCY RELIEF EFFORTS TO VICTIMS. X 7 13905 FAIR MARKET VALUE X VARIOUS 4 7803 FAIR MARKET VALUE 0 0 0 1 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): FIGURE LISTED INDICATES NUMBER OF CONTRIBUTORS. THIRD PARTY USE: PART I, LINE 32B: THE UNITED WAY OF GREATER ST JOSEPH'S POLICY RELATED TO THIRD PARTIES IS AS FOLLOWS - GIFTS OF STOCKS, BONDS OR OTHER PROPERTY IS LIQUIDATED AS SOON AS POSSIBLE UPON RECIEPT. SUCH LIQUIDATED ASSETS ARE THEN DEPOSITED. THE UNITED WAY OF GREATER ST. JOSEPH USES THE SERVICE OF A THIRD PARTY BROKER TO LIQUIDATED THESE ASSETS. FORM 990, PART VI, SECTION A, LINE 2 CURT KRETZINGER HAS A BUSINESS RELATIONSHIP WITH PAT DILLON. ADAM STEIN HAS A BUSINESS RELATIONSHIP WITH SEANN O'RILEY. HEATHER SHEARIN AND HEIDI WALKER MAY HAVE BUSINESS RELATIONSHIPS WITH MULTIPLE BOARD MEMBERS. KYLEE STROUGH (STAFF) IS RELATED TO PAT DILLON. KYLEE STROUGH IS CHAIR OF THE MISSOURI WESTERN STATE UNIVERSITY BOARD OF GOVERNORS AND ROBERT VARTABEDIAN IS PRESIDENT OF MISSOURI WESTERN STATE UNIVERSITY. ALL BOARD MEMBERS AND THE KEY EMPLOYEE DISCLOSE THEIR BUSINESS RELATIONSHIPS EACH YEAR ON THE CONFLICT OF INTEREST POLICY. THESE ARE KEPT ON RECORD AT THE UNITED WAY OF GREATER ST. JOSEPH OFFICE. FORM 990, PART VI, SECTION A, LINE 6 EACH CONTRIBUTOR TO THE UNITED WAY CAMPAIGN IS A MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE GENERAL MEMBERSHIP ELECTS THE BOARD OF DIRECTORS AT THE ANNUAL MEETING. TERMS OF BOARD MEMBERS ARE STAGGERED, WITH ONE-THIRD OF MEMBERS BEING ELECTED EACH YEAR. THE BOARD MEMBERS MAY ELECT REPLACEMENT BOARD MEMBERS DURING THE YEAR IF A VACANCY SHOULD OCCUR. FORM 990, PART VI, SECTION A, LINE 8B UNITED WAY BOARD MEETINGS, EXECUTIVE COMMITTEE MEETINGS AND FINANCE COMMITTEE MEETINGS ALL KEEP MINUTES. OTHER WORKING GROUPS AND COMMITTEES HAVE NOT KEPT MEETINGS IN THE PAST, BUT BEGINNING IN 2011 ALL SUB-COMMITTEES THAT MAKE RECOMMENDATION TO THE UNITED WAY BOARD OF DIRECTORS OR COMMIT UNITED WAY TO FINANCIAL TRANSACTIONS WILL BE KEEPING MINUTES. FORM 990, PART VI, SECTION B, LINE 11 A COMPLETED 990 IS REVIEWED BY THE BOARD OF DIRECTORS AT A REGULAR MEETING PRIOR TO THE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE UNITED WAY OF GREATER ST JOSEPH REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY BY: 1)MAINTAINING RECORDS OF THE CONFLICT OF INTEREST FORMS COMPLETED AND SIGNED EACH YEAR BY BOARD MEMBERS AND KEY STAFF; 2)REQUIRING MEMBERS TO DISCLOSE ANY DUALITY OR CONFLICT OF INTEREST ON ANY MATTER COMING TO A VOTE BY THE BOARD, PRIOR TO THAT VOTE BEING TAKEN. A MEMBER DISCLOSING A CONFLICT OF INTEREST MAY NOT VOTE ON THE MATTER AND THE MINUTES OF THE MEETING MUST REFLECT THAT A DISCLOSURE WAS MADE AND THAT THERE WAS AN ABSTENTION BY THAT MEMBER. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING THE COMPENSATION OF THE PRESIDENT AND CEO OF THE UNITED WAY OF GREATER ST JOSEPH INCLUDES THE FOLLOWING STEPS- 1)THE PRESIDENT COMPLETES A SELF EVALUATION FORM THAT ENUMERATES THE GOALS AND ACCOMPLISHMENTS OF THE YEAR. THIS FORM IS SUBMITTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS; 2)THE EXECUTIVE COMMITTEE AND ANY BOARD MEMBER WHO WOULD LIKE TO PARTICIPATE MEETS WITH THE PRESIDENT AND REVIEWS THE PRESIDENT'S ACCOMPLISHMENTS FOR THE YEAR, MONITORING PROGRESS TOWARD GOALS. 3)THE EXECUTIVE COMMITTEE CONSIDERS THE UNITED WAY OF AMERICA SALARY SURVEY OF COMPARABLE UNITED WAY ORGANIZATIONS IN SIZE AND REGION. ALL MOTIONS ARE RECORDED IN EXECUTIVE COMMITTEE MINUTES. 4)THE EXECUTIVE COMMITTEE PRESENTS INFORMATION ON THE ENTIRE EVALUATION TO THE BOARD OF DIRECTORS, ALONG WITH A SALARY RECOMMENDATION FOR THE PRESIDENT. THE BOARD THEN REVIEWS THE INFORMATION PROVIDED AND ASKS ADDITIONAL QUESTIONS IF DESIRED. THE BOARD OF DIRECTORS MUST APPROVE THE RECOMMENDATION OR MAKE THEIR OWN RECOMMENDATION ON THE COMPENSATION OF THE PRESIDENT AND CEO. THE RECOMMENDATION IS VOTED ON BY THE BOARD AND RECORDED IN THE MINUTES OF THE DECEMBER BOARD MEETING. 15B) NO OTHER EMPLOYEES ARE COMPENSATED AT A LEVEL THAT WOULD REQUIRE THIS PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT THE UNITED WAY OF GREATER ST JOSEPH OFFICE AT 118 S. 5TH STREET, ST JOSEPH, MO 64501. ANY INDIVIDUAL OR ORGANIZATION WHO WOULD LIKE TO SEE THESE DOCUMENTS MAY DO SO DURING NORMAL OFFICE HOURS OF 8 AM TO 5 PM CENTRAL TIME, MONDAY THROUGH FRIDAY. THE PHONE NUMBER FOR THE UNITED WAY OF GREATER ST JOSEPH IS (816) 364-2381 CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 307,323. PRIOR PERIOD ADJUSTMENTS: 1. TOTAL TO FORM 990, PART XI, LINE 5: 307,324. FORM 990, PART XII, LINE 2C, OVERSIGHT PROCESS PROCESS IS CONSISTENT WITH PRIOR YEARS.