OTSEGO COUNTY UNITED WAY INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- OTSEGO COUNTY UNITED WAY INC (EIN 23-7156104)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-14
- IRS object ID
- 201133189349306818
- Schema version
- 2010v3.4
- 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 | 2011-11-14T17:04:43-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CURT A REPPUHN CPA PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 S COURT AVE SUITE 2 | AddressLine1 |
| City | GAYLORD | City |
| State | MI | State |
| ZIP Code | 49735 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | 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 | EXECUTIVE DIRECTOR | Title |
| Phone | 9897328929 | Phone |
| Date Signed | 2011-11-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CURT A REPPUHN CPA | Name |
| Phone | 9894488828 | Phone |
| Date Prepared | 2011-11-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JIM AKANS CURRENT PRESIDENT | 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 | 493276 | GrossReceipts |
| Group Return For Affiliates | false | 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 | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 9 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 280114 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 460716 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 21643 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 16842 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 6 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 301763 | TotalRevenuePriorYear |
| Total Revenue Current Year | 477563 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 94757 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 251166 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 166073 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 155347 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 27771 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 85640 | OtherExpensePriorYear |
| Other Expenses Current Year | 99461 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 346470 | TotalExpensesPriorYear |
| Total Expenses Current Year | 505974 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -44707 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -28411 | RevenuesLessExpensesCY |
| Total Assets BOY | 323955 | TotalAssetsBOY |
| Total Assets EOY | 279849 | TotalAssetsEOY |
| Total Liabilities BOY | 82068 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 66372 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 241887 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 213477 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE SUPPORT TO LOCAL CHARITABLE ORGANIZATIONS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 197789 | Expense |
| Grants | 172980 | Grants |
| Revenue | 306294 | Revenue |
| Description | PROVIDED DIRECT AND INDIRECT SUPPORT TO 12 LOCAL TAX EXEMPT ORGANIZATIONS SERVING THE SOCIAL WELFARE OF THOUSANDS WITHIN OTSEGO COUNTY, MI. TAKE TIME TO CARE HOLIDAY PROGRAM PROVIDES TOYS, CLOTHES AND FOOD BASKETS TO ELIGIBLE FAMILIES IN OTSEGO COUNTY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 73425 | Expense |
| Revenue | 73425 | Revenue |
| 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 | 28992 | Expense |
| Grants | 6149 | Grants |
| Revenue | 24697 | Revenue |
| Description | VOLUNTEER CENTER OF OTSEGO COUNTY CONNECTS PEOPLE AND RESOURCES, ENCOURAGES INDVIDUALS 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 AGENCIES THEY SERVE. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 88860 | Expense |
| Grants | 72037 | Grants |
| Revenue | 88860 | Revenue |
| Description | FIRST CALL FOR HELP PROGRAM PROVIDED SUPPORT TO APPROXIMATELY 3,700 PEOPLE IN OTSEGO COUNTY RELATING TO FAMILY MATTERS, FINANCIAL ASSISTANCE AND INFORMATION REFERRALS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 88860 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 72037 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 88860 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 389066 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 21 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 9 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LORRAINE MANARY | NamePerson |
| 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 (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| LAURA HANSMANN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| BRUCE BROWN | ||||||
| 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 | |
| PAM MONS | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| CINDY PUSHMAN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| SHELBI MEADOWS | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JULIE DELANEY | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| SAM NOSS | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| GAYLA LAMBERIES | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ROLAND CHAVEY | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| KATIE LORENCE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| BARB SWITALSKI | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| LINDA REINHARDT | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| THOMAS MAMMOSER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| CHRISTINA MOONEY | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| TAMMIE RICH | ||||||
| EXEC. DIRECT | 40.00 | 41274 | 0 | 0 | X | |
| TIM HALL | ||||||
| TREASURER | 4.00 | 0 | 0 | 0 | X | |
| JIM AKANS | ||||||
| 1ST VICE-PRE | 4.00 | 0 | 0 | 0 | X | |
| ANGIE JONES | ||||||
| SECRETARY | 4.00 | 0 | 0 | 0 | X | |
| EARL HENRY | ||||||
| PRESIDENT | 4.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 41274 | TotalReportableCompFromOrg |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Fundraising Events | 2214 | FundraisingEvents |
| Government Grants | 144561 | GovernmentGrants |
| All Other Contributions | 313941 | AllOtherContributions |
| Total Contributions | 460716 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COMMUNITY BLDG. SERVICE | Description |
| Total Revenue Column | 16842 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16842 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 16842 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5 | TotalRevenueColumn |
| Exclusion | $5 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 15713 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 2214 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 15713 | FundraisingDirectExpenses |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 477563 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16842 | RelatedOrExemptFunctionIncome |
| Exclusion | $5 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 172980 | Total |
| Program Services | 172980 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78186 | Total |
| Program Services | 78186 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41273 | Total |
| Program Services | 20637 | ProgramServices |
| Management And General | 10318 | ManagementAndGeneral |
| Fundraising | 10318 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102258 | Total |
| Program Services | 65380 | ProgramServices |
| Management And General | 30963 | ManagementAndGeneral |
| Fundraising | 5915 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11816 | Total |
| Program Services | 6652 | ProgramServices |
| Management And General | 3752 | ManagementAndGeneral |
| Fundraising | 1412 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12475 | Total |
| Management And General | 12475 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 865 | Total |
| Management And General | 865 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 753 | Total |
| Program Services | 122 | ProgramServices |
| Management And General | 449 | ManagementAndGeneral |
| Fundraising | 182 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3131 | Total |
| Program Services | 1074 | ProgramServices |
| Management And General | 1385 | ManagementAndGeneral |
| Fundraising | 672 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10726 | Total |
| Program Services | 5178 | ProgramServices |
| Management And General | 4767 | ManagementAndGeneral |
| Fundraising | 781 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24982 | Total |
| Program Services | 20674 | ProgramServices |
| Management And General | 4286 | ManagementAndGeneral |
| Fundraising | 22 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1900 | Total |
| Management And General | 1900 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1363 | Total |
| Program Services | 854 | ProgramServices |
| Management And General | 442 | ManagementAndGeneral |
| Fundraising | 67 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4618 | Total |
| Program Services | 1036 | ProgramServices |
| Management And General | 3423 | ManagementAndGeneral |
| Fundraising | 159 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SUPPLIES | 10473 | 1579 | 1818 | 7076 |
| BAD DEBT EXPENSE | 8257 | 8257 | ||
| TELEPHONE | 7537 | 5356 | 1763 | 418 |
| MISC PROGRAM EXPENSE | 5019 | 5019 | ||
| EQUIPMENT REPAIRS | 3685 | 2177 | 1083 | 425 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3677 | Total |
| Program Services | 2162 | ProgramServices |
| Management And General | 1191 | ManagementAndGeneral |
| Fundraising | 324 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 505974 | Total |
| Program Services | 389066 | ProgramServices |
| Management And General | 89137 | ManagementAndGeneral |
| Fundraising | 27771 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 151117 | BOY |
| EOY | 87222 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10659 | BOY |
| EOY | 20526 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 153699 | BOY |
| EOY | 150598 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1313 | BOY |
| EOY | 15699 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 29175 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 23371 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7167 | BOY |
| EOY | 5804 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 323955 | BOY |
| EOY | 279849 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17226 | BOY |
| EOY | 22384 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35697 | BOY |
| EOY | 27368 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29145 | BOY |
| EOY | 16620 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82068 | BOY |
| EOY | 66372 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104999 | BOY |
| EOY | 89586 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 136888 | BOY |
| EOY | 123891 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 241887 | BOY |
| EOY | 213477 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 323955 | BOY |
| EOY | 279849 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -28411 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | 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 | 190797 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 376899 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 305859 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 280114 | CurrentTaxYearMinus1Year |
| Current Tax Year | 460716 | CurrentTaxYear |
| Total | 1614385 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 190797 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 376899 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 305859 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 280114 | CurrentTaxYearMinus1Year |
| Current Tax Year | 460716 | CurrentTaxYear |
| Total | 1614385 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 43454 | AmountsSubstContributorsTotal |
| Public Support Total170 | 1570931 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 286 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 279 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5 | CurrentTaxYear |
| Total | 597 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2544 | CurrentTaxYearMinus4Years |
| Total | 2544 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 1617526 | TotalSupport |
| Gross Receipts From Admissions Etc | 16842 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.97120 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.93560 | PublicSupportPertcentPriorYear |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 29175 | OtherCostOrOtherBasis |
| Depreciation | 23371 | Depreciation |
| Book Value | 5804 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5804 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DESIGNATIONS PAYABLE | Description |
| Amount | $16,620 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 16620 | TotalOfAmounts |
| Total Revenue | 477563 | TotalRevenue |
| Total Expenses | 505974 | TotalExpenses |
| Excess Or Deficit For Year | -28411 | ExcessOrDeficitForYear |
| Other | $8,258 | OtherAmount |
| Total Adjustments | 8258 | TotalAdjustments |
| Excess Or Deficit Per FS | -20153 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 477563 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 477563 | RevenueSubtotal |
| Total Revenue Per Form990 | 477563 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 497716 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 497716 | ExpensesSubtotal |
| Other Expenses Not Included | 8258 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 8258 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 505974 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | FY 2009 BAD DEBT EXPENSE RECORDED AFTER 990 FILING 8,257 ROUNDING 1 |
| EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 4B | FY 2009 BAD DEBT EXPENSE RECORDED AFTER 990 FILING 8,257 ROUNDING 1 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed States | MI | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | VARIOUS DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 10005 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 2214 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 7791 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 7791 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 10005 | GrossReceiptsTotal |
| Charitable Contributions Total | 2214 | CharitableContributionsTotal |
| Gross Revenue Total Events | 7791 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 7791 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 7791 | DirectExpenseSummaryEvents |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| OTSEGO COUNTY FOOD PANTRY | |||||||
| 116 E FIFTH STREET | GAYLORD | MI | 49735 | 383374066 | 3 | 7676 | OPERATIONAL SUPPORT |
| BIG BROSBIG SISTERS | |||||||
| PO BOX 501 | GAYLORD | MI | 49734 | 237310849 | 3 | 8094 | OPERATIONAL SUPPORT |
| CATHOLIC HUMAN SERVICES | |||||||
| 1000 HASTINGS | TRAVERSE CITY | MI | 49686 | 383198322 | 3 | 13967 | OPERATIONAL SUPPORT |
| OTSEGO COUNTY COMMUNITY FOUNDATION | |||||||
| PO BOX 344 | GAYLORD | MI | 49734 | 383216235 | 3 | 120000 | ENDOWED FUND |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| UTILITY, RENT, MORTGAGE | 50 | 72037 |
| COMMUNITY CHRISTMAS | 2899 | 6149 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ALL OTHER ACHIEVEMENTS DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4D | FIRST CALL FOR HELP PROGRAM PROVIDED SUPPORT TO APPROXIMATELY 3,700 PEOPLE IN OTSEGO COUNTY RELATING TO FAMILY MATTERS, FINANCIAL ASSISTANCE AND INFORMATION REFERRALS. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | AN INDEPENDENT CPA PREPARES THE FORM 990 AND PROVIDES A DRAFT COPY OF THE FORM TO EXECUTIVE COMMITTEE MEMBERS FOR REVIEW. AFTER COMMENTS ARE RECEIVED BACK ALL CORRECTIONS, IF ANY, ARE MADE AND A DESIGNATED OFFICER SIGNS FORM 8879-EO AUTHORIZING THE CPA TO E-FILE THE RETURN. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | ON AN ANNUAL BASIS A QUESTIONNAIRE IS GIVEN TO BOARD MEMBERS ASKING THEM TO DISCLOSE ANY CONFLICTS OF INTEREST. THE QUESTIONNAIRES ARE DATED AND FILED. BOARD MEMBERS EXCLUDE THEMSELVES FROM VOTING ON ANY ACTION ITEMS WHERE A CONFLICT OF INTEREST HAS BEEN DISCLOSED. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | 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. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | OTSEGO COUNTY UNITED WAY'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
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