2011-04-15T12:55:46-05:00 2010-06-30 PLANTE & MORAN PLLC 111 E COURT ST SUITE 1A FLINT MI 485021647 990 2009-07-01 381359516 UNITED WAY OF GENESEE COUNTY UNIT 8102328121 PO BOX 949 FLINT MI 48501 DAVID ALEXANDER SOLIS 8102328121 2011-03-31 1 Tadd Harburn 8107675350 2009 2016-02-24 21:20:13Z DAVID ALEXANDER SOLIS PO BOX 949 FLINT MI 48501 4729547 0 X WWW.UNITEDWAYGENESEE.ORG X 1922 MI WE MOBILIZE THE COMMUNITY AND ITS RESOURCES, FORGE PARTNERSHIPS AND COLLABORATIONS WITH INDIVIDUALS, NON-PROFIT AGENCIES, GOVERNMENT, CORPORATIONS, ORGANIZED LABOR AND FOUNDATIONS, TO HELP CREATE SOLUTIONS. WE HAVE BROADENED OUR ROLE IN THE COMMUNITY BEYOND BEING JUST A FUNDRAISER AND GRANTOR. WE HAVE EITHER STARTED OR ARE A MEMBER OF 18 COLLABORATING OR PARTNERSHIPS THAT ARE WORKING TO FIND EFFICIENT SOLUTIONS FOR THE GAPS IN THE "SAFETY NET" OF SERVICES, FOR CHILDREN, FAMILIES AND OLDER ADULTS IN OUR COMMUNITY. 20 20 146 245 0 0 9379704 4425833 83878 97610 71127 66799 22000 0 9556709 4590242 2249959 2252874 0 2044608 3130888 0 378020 4068740 3558262 8363307 8942024 1193402 -4351782 12859893 8842808 1675216 1838757 11184677 7004051 UNITE PEOPLE, DEVELOP RESOURCES AND CREATE SOLUTIONS. OUR VISION IS TO BUILD A STRONGER FLINT AND GENESEE COUNTY BY MOBILIZING OUR COMMUNITY TO IMPROVE PEOPLE'S LIVES. 0 0 5690122 FUND RAISING CONTRIBUTIONS DISTRIBUTED TO VARIOUS NONPROFITS FOR PROGRAM SERVICES. THESE EXPENSES FOR PROGRAMS PROVIDED DIRECTLY BY UNITED WAY: COMMUNITY SERVICES, FUND DISTRIBUTION COMMUNITY SERVICES-AFTERSCHOOL PROGRAMS, AND SERVICES TO LABOR 2252874 2252874 97610 CONTRIBUTIONS RECEIVED FROM FUND RAISING ARE DISTRIBUTED TO VARIOUS NONPROFIT AGENCIES FOR PROGRAM SERVICES PROVIDED DIRECTLY BY THOSE AGENCIES 7942996 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 0 0 0 0 0 0 0 0 0 1 125 0 1 146 1 0 0 0 0 0 0 0 0 0 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 MI X AMY MEISTER 8107620855 328 S SAGINAW ST FLINT MI 48502 KEVIN KEANE 1.00 X X 0 0 0 MIKE FRAWLEY 1.00 X X 0 0 0 RAVI YALAMANCHI 1.00 X X 0 0 0 MIKE CANTOR 1.00 X X 0 0 0 RUDY ARMSTRONG 1.00 X 0 0 0 ALICIA BOOKER 1.00 X 0 0 0 STUART FORSYTH 1.00 X 0 0 0 MARCY GARCIA 1.00 X 0 0 0 RAUL GARCIA 1.00 X 0 0 0 TANYA JEFFERSON 1.00 X 0 0 0 DONNA KYLE 1.00 X 0 0 0 DAVID NICKOLA 1.00 X 0 0 0 LAURIE PROCHAZKA 1.00 X 0 0 0 LARRY ROEHRIG 1.00 X 0 0 0 TAMMY SAUNAITIS 1.00 X 0 0 0 DAVID SOLIS 1.00 X 0 0 0 KAREN TOLER 1.00 X 0 0 0 AARON WHITSON 1.00 X 0 0 0 RANDY WISE 1.00 X 0 0 0 DUANE ZUCKSCHWERDT 1.00 X 0 0 0 RONALD J BUTLER 36.00 X 95849 0 25548 HANNAH GOODSTEIN 36.00 X 63131 0 20060 AMY MEISTER 36.00 X 62595 0 21697 DIANA KELLY 36.00 X 68965 0 12403 290540 0 79708 0 0 0 0 0 75092 5952 352025 3992764 6000 4425833 SERVICE FEES 900099 73589 73589 MISCELLANEOUS 900099 24021 24021 97610 82651 82651 123194 139046 -15852 -15852 -15852 259 5952 259 0 4590242 97610 0 66799 2252874 2252874 364847 176618 73356 114873 2060388 1861649 123899 74840 464609 237715 124022 102872 241044 210214 16733 14097 24977 24977 25170 11106 8556 5508 2270175 2118722 151453 295101 251125 10830 33146 3226 214 2087 925 75949 46666 15394 13889 34870 34526 344 87777 66946 11827 9004 28292 28292 3883 3883 6114 2449 1927 1738 GRANT RETURN EXPENSE 550000 550000 EQUIPMENT RENTAL AND MA 76225 52273 20865 3087 MISCELLANEOUS 51152 37715 11349 2088 SUBSCRIPTIONS AND DUES 25351 3892 19506 1953 8942024 7942996 621008 378020 5997630 5366869 844712 934650 97991 116074 118136 113196 8823 4940 1163510 1356216 169601 4577626 1064059 12859893 8842808 512414 566651 1162802 1272106 1675216 1838757 X 4598405 3804886 5880739 2577749 705533 621416 11184677 7004051 12859893 8842808 X 0 1 1 X 0 X 8913553 9727409 8629198 9379704 4425833 41075697 8913553 9727409 8629198 9379704 4425833 41075697 7649739 33425958 187962 355751 237698 142986 82651 1007048 378905 134305 79505 22000 614715 42697460 379862 0.78290 0.81520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 868372 59900 928272 1072464 -204092 868372 1.00000 1 0 99081 94141 4940 19055 19055 0 4940 BENEFICIAL INTEREST HELD BY THIRD PARTY 621416 PROMISES TO GIVE 442643 1064059 POSTRETIREMENT BENEFIT OBLIGATIONS 1272106 1272106 4590242 8942024 -4351782 184272 -169601 156485 171156 -4180626 4510269 184272 42352 41571 268195 4242074 348168 348168 4590242 8607916 42352 42352 8565564 376460 376460 8942024 Part V, Line 4: Description of Intended Use of Endowment Funds: ANNUAL DISTRIBUTIONS FROM BENEFICIAL INTERESTS HELD BY 3RD PARTIES DO NOT HAVE DONOR RESTRICTIONS REGARDING USE. ANNUAL DISTRIBUTIONS FROM BENEFICIAL INTERESTS HELD BY 3RD PARTY WITH VARIANCE POWER CAN BE USED ONLY FOR: 1) RESPONSES TO SHORT-TERM CRISIS CONDITIONS IMPACTING HUMAN SURVIVAL AMOUNG GROUPS OF PEOPLE; 2) INITIAL PROGRAM START-UP TO MEET EMERGING NEW HUMAN NEEDS; OR 3) CAPITAL NEEDS. Part XI, Line 8 - Other Adjustments: PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST: 114914. CHANGE IN VALUE OF TRUSTS HELD BY THIRD PARTY: 41571. Part XII, Line 2d - Other Adjustments: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS: 41571. Part XII, Line 4b - Other Adjustments: DONOR DESIGNATIONS: 348168. Part XIII, Line 4b - Other Adjustments: DONOR DESIGNATIONS: 348168. PAYMENTS TO NATIONAL ORGANIZATION: 28292. 1 AMERICAN RED CROSS 1401 S GRAND TRAVERSE FLINT MI 48503 530196605 501 (c) (3) 95000 ALLOCATION BIG BROTHERS BIG SISTERS OF FLINT 410 SECOND FLINT MI 48502 382259541 501 (c) (3) 100000 ALLOCATION TALL PINE COUNCIL BOY SCOUTS 507 W ATHERTON FLINT MI 48507 381357988 501 (c) (3) 65000 ALLOCATION CATHOLIC CHARITIES 910 CHIPPEWA FLINT MI 48503 381359243 501 (c) (3) 243000 ALLOCATION CENTER FOR GERONTOLOGY 3919 BEECHER FLINT MI 48532 382514708 501 (c) (3) 15000 ALLOCATION SHELTER OF FLINT 902 E SIXTH ST FLINT MI 48503 382620824 501 (c) (3) 30000 ALLOCATION FAMILY SERVICE AGENCY 1422 W COURT FLINT MI 48503 381360539 501 (c) (3) 220000 ALLOCATION 4-C CHILD CARE UNLIMITED 1509 1/2 E COURT FLINT MI 48503 382821360 501 (c) (3) 30000 ALLOCATION JEWISH COMMUNITY SERVICES 619 WALLENBERG FLINT MI 48502 382752384 501 (c) (3) 16000 ALLOCATION VOCATIONAL INDEPENDENCE PROGRAM G5069 VANSLYKE FLINT MI 48507 381558541 501 (c) (3) 45000 ALLOCATION LEGAL SERVICES OF EASTERN MICHIGAN 436 S SAGINAW FLINT MI 48503 381958131 501 (c) (3) 69500 ALLOCATION GIRL SCOUTS OF SOUTHEAST MICHIGAN 2300 AUSTIN PKWY FLINT MI 48507 381359207 501 (c) (3) 73588 ALLOCATION RESOURCE GENESEE 1401 S GRAND TRAVERSE FLINT MI 48503 237355855 501 (c) (3) 188000 ALLOCATION GENESEE COUNTY YOUTH CORP 914 CHURCH FLINT MI 48502 382299753 501 (c) (3) 80000 ALLOCATION SALVATION ARMY 211 W KEARSLEY FLINT MI 48502 381370971 501 (c) (3) 100000 ALLOCATION COMMUNICATION ACCESS CENTER 1505 W COURT FLINT MI 48502 381991687 501 (c) (3) 20000 ALLOCATION YWCA 310 E THIRD FLINT MI 48502 381360597 501 (c) (3) 122000 ALLOCATION GENESEE INTERMEDIATE SCHOOL DISTRICT 2284 BALLENGER STE A FLINT MI 48503 382722499 501 (c) (3) 79912 ALLOCATION PRIORITY CHILDREN 924 CEDAR ST FLINT MI 48503 383086969 501 (c) (3) 19860 ALLOCATION BOYS & GIRLS CLUB OF GREATER FLINT 3701 N AVERILL FLINT MI 48506 383381808 501 (c) (3) 40000 ALLOCATION CONNEXION 1110 ELDON BAKER DR FLINT MI 48507 382242037 501 (c) (3) 12000 ALLOCATION AMERICAN ARAB HERITAGE COUNCIL 416 N SAGINAW STE 220 FLINT MI 48502 382810236 501 (c) (3) 9000 ALLOCATION ST LUKE'S NEW LIFE CENTER 3115 LAWDALE FLINT MI 48504 381360401 501 (c) (3) 20000 ALLOCATION GENESYS HEALTH FOUNDATION ONE GENESYS PKWY GRAND BLANC MI 48439 383591148 501 (c) (3) 57500 ALLOCATION GENESEE CO CHILD CARE FUND 932 BEACH FLINT MI 48502 386004849 GOVERNMENT 50000 ALLOCATION FACT 2415 BAGLEY FLINT MI 48504 562593271 501 (c) (3) 15000 ALLOCATION CONSORTIUM ON CHILD ABUSE AND NEGLECT 726 CHURCH ST FLINT MI 48502 283966789 501 (c) (3) 12500 ALLOCATION MSU OUTREACH KELLOGG CENTER EAST LANSING MI 48824 386005984 501 (c) (3) 10000 ALLOCATION 28 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: THE UNITED WAY COMMUNITY INVESTMENT CABINET PERFORMS ANNUAL FINANCE REVIEWS OF ALL PARTNER AGENCIES' FINANCIAL AUDITS. THESE REVIEWS ARE COMPLETED BY CERTIFIED PUBLIC ACCOUNTANTS AND FINANCIAL EXPERTS. PARTNER AGENCIES HAVE A YEARLY ONSITE VISIT BY UNITED WAY STAFF AND VOLUNTEERS AND MUST SUBMIT MIDYEAR AND FINAL REPORTS. Form 990, Part VI, Section B, line 11 DRAFT FORM 990 WAS PROVIDED TO THE BOARD MEMBERS AT THE FINANCE COMMITTEE AND BOARD OF DIRECTORS MEETINGS. Form 990, Part VI, Section B, line 12c OFFICERS AND EMPLOYEES SIGN CONFLICT OF INTEREST POLICY ON A YEARLY BASIS AND ABSTAIN IN ANY VOTE WHERE CONFLICTS OCCUR. Form 990, Part VI, Section B, line 15 BOARD OF TRUSTEES REVIEW AND APPROVE THE COMPENSATION. Form 990, Part VI, Section C, line 19 AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 2C: PROCESS HAS NOT CHANGED FROM PRIOR YEAR