UNITED WAY OF ELGIN INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF ELGIN INC (EIN 36-2167052)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-11
- IRS object ID
- 201643169349301709
- Schema version
- 2015v2.1
- 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) |
|---|---|---|
| Return | 2016-11-11T09:21:25-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363141842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC J FERNANDEZ & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 895 W MAIN ST STE 1000 | AddressLine1Txt |
| City | WEST DUNDEE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 601182057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167052 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF ELGIN INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 8477412259 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1750 GRANDSTAND PLACE STE 5 | AddressLine1Txt |
| City | ELGIN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60123 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNNE BOSLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8477412259 | PhoneNum |
| Signature | 2016-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARL L SWANSON | PreparerPersonNm |
| PTIN | P00013526 | PTIN |
| Phone | 8474287400 | PhoneNum |
| Preparation | 2016-11-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LYNNE BOSLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1750 GRANDSTAND PLACE STE 5 | AddressLine1Txt |
| City | ELGIN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60123 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,379,769 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UWELGIN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1924 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | BUILDING COMMUNITY. IMPROVING LIVES. MAKING EVERY CONTRIBUTION COUNT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 110 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,028,205 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,120,755 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $37,554 | PYInvestmentIncomeAmt |
| CY Investment Income | $23,536 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,354 | PYOtherRevenueAmt |
| CY Other Revenue | $213 | CYOtherRevenueAmt |
| PY Total Revenue | $1,078,113 | PYTotalRevenueAmt |
| CY Total Revenue | $1,144,504 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $632,458 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $565,730 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $390,119 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $409,840 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $102,631 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $231,947 | PYOtherExpensesAmt |
| CY Other Expenses | $260,457 | CYOtherExpensesAmt |
| PY Total Expenses | $1,254,524 | PYTotalExpensesAmt |
| CY Total Expenses | $1,236,027 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$176,411 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$91,523 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,055,627 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,846,664 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $139,337 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $92,669 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,916,290 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,753,995 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BUILDING COMMUNITY. IMPROVING LIVES. MAKING EVERY CONTRIBUTION COUNT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $371,332 | ExpenseAmt |
| Grant | $221,000 | GrantAmt |
| Desc | STRONG AND SECURE FAMILIES: OUR GOAL IS TO EMPOWER OUR MOST VULNERABLE RESIDENTS TO ACHIEVE THEIR FULL POTENTIAL. TARGET AREA 1 - FINANCIAL STABILITY: HELP INDIVIDUALS MOVE TO SELF- SUFFICIENCY SO THEY CAN MEET THEIR NEEDS AS WELL AS THE NEEDS OF THEIR FAMILIES. EXAMPLE: LITERACY CONNECTION PROVIDED ADULT LITERACY INSTRUCTION TO 172 INDIVIDUALS. ASSOCIATION FOR INDIVIDUAL DEVELOPMENT PROVIDED JOB TRAINING TO 126 ADULTS WITH DEVELOPMENT DISABILITIES OF WHICH 90% OF THEM MAINTAINED EMPLOYMENT FOR AT LEAST 90 DAYS. TARGET AREA 2 - BASIC NEEDS: LOW-INCOME HOUSEHOLDS UTILIZE A SAFETY NET SERVICE THAT SUPPORTS THEIR BASIC NEEDS IN TIME OF EMERGENCY. EXAMPLE: PADS OF ELGIN PROVIDED 11,511 NIGHTS OF SHELTER TO 223 CLIENTS. OVER 1 MILLION MEALS WERE PROVIDED TO FAMILIES AND INDIVIDUALS THROUGH AREA FOOD PANTRIES AND SHELTERS. TARGET AREA 3 - ACCESS TO HEALTH: INDIVIDUALS BEGIN AND SUSTAIN HEALTHY LIVES - PHYSICAL, MENTAL AND SOCIAL WELL-BEING. EXAMPLE: OVER 700 INDIVIDUALS RECEIVED THERAPY SERVICES WHICH HELPED THEM IMPROVE COPING SKILLS. 668 INDIVIDUALS RECEIVED COUNSELING AND EDUCATION REGARDING DOMESTIC VIOLENCE AND SEXUAL ASSAULT FROM THE COMMUNITY CRISIS CENTER. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $262,117 | ExpenseAmt |
| Grant | $156,000 | GrantAmt |
| Desc | EDUCATION: OUR GOAL IS TO ENSURE THAT ALL FAMILIES HAVE THE CAPACITY TO ACT AS PRIMARY CAREGIVERS BY CREATING HOME AND SCHOOL ENVIRONMENTS WHERE CHILDREN AND YOUTH HAVE EVERY OPPORTUNITY TO BECOME EDUCATED, SECURE AND PREPARED FOR ADULTHOOD. GOAL 1: SUCCESS BY 6/CREATING SUCCESSFUL EARLY LEARNERS - PROVIDE CHILDREN WITH THE CORE SKILLS TO SUCCEED IN SCHOOL AND ENSURE A HEALTHY START. EXAMPLE: THROUGH EARLY CHILDHOOD LEARNING PROGRAMS AT ELGIN CHILD AND FAMILY RESOURCE CENTER, EASTER SEALS DUPAGE AND FOX VALLEY, AND YWCA ELGIN, 580 PRESCHOOL CHILDREN HAD ACCESS TO QUALITY AFFORDABLE PROGRAMING AND EDUCATIONAL OPPORTUNITIES. NORTHERN ILLINOIS FOOD BANK 262 CHRONICALLY HUNGRY STUDENTS RECEIVED A BACKPACK FILLED WITH ENOUGH NUTRITIOUS FOOD FOR THEMSELVES AND THEIR SIBLINGS THROUGHOUT THE SCHOOL YEAR. GOAL 2: READING SUCCESS - BUILD LITERACY SKILLS TO ENSURE ALL STUDENTS ARE READING AT GRADE LEVEL BY THE END OF THE 3RD GRADE. MORE THAN 600 YOUTH PARTICIPATED IN QUALITY AFTERSCHOOL PROGRAMS AT THE BOYS AND GIRLS CLUB OF ELGIN, THAT MOTIVATED STUDENTS TO STAY IN SCHOOL AND DECREASE RISKY BEHAVIORS. MORE THAN 80 YOUTH PARTICIPATED IN THE YWCA'S SCHOOL AGE CHILD CARE PROGRAM. GOAL 3: COLLEGE AND CAREER READINESS - PROVIDE OPPORTUNITIES FOR COLLEGE AND CAREER READINESS TO ENSURE A COMMUNITY OF ENGAGED AND SUCCESSFUL ADULTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $317,110 | ExpenseAmt |
| Grant | $188,730 | GrantAmt |
| Desc | DOLLY PARTON IMAGINATION LIBRARY: THIS EARLY CHILDHOOD LEARNING INITIATIVE PROVIDES MONTHLY BOOKS TO CHILDREN FROM BIRTH TO AGE FIVE AT NO COST TO PARENTS. LAST YEAR THE PROGRAM DISTRIBUTED OVER 39,818 BOOKS TO 4,514 CHILDREN, APPROXIMATELY 33% OF THE ELIGIBLE CHILDREN IN OUR COMMUNITY. KANE CO. GUIDE TO COMMUNITY SERVICES: A WEB-BASED INFORMATION AND REFERRAL SERVICE FOR ALMOST ANY SOCIAL, HEALTH OR HUMAN SERVICE NEED IN KANE COUNTY. THE GUIDE IS USED BY BOTH SERVICE PROVIDERS AND COMMUNITY RESIDENTS, HELPING THEM TO FIND THE SERVICES THEY NEED. LAST YEAR THE GUIDE HAD 66,057 SITE VISITS FROM 51,861 USERS. MAKING KANE COUNTY FIT FOR KIDS: A COUNTY-WIDE COLLABORATION ON CHILDHOOD OBESITY THAT INVOLVES DEVELOPING A SUSTAINED, COUNTY-WIDE MOBILIZATION PLAN BASED ON FOUR MAJOR STRATEGIC ACTION PRINCIPLES THAT GO TO THE HEART OF THE SYSTEMS, POLICY AND ENVIRONMENTAL CHANGES NEEDED TO REVERSE THE EPIDEMIC. AS AN INAUGURAL PARTNER OF THE COALITION, WE HAVE PROVIDED FUNDING TO THE CONSORTIUM, WHICH HAS BEEN RETURNED TO THE ELGIN COMMUNITY THROUGH BOTH PLANNING EFFORTS AND DIRECT GRANTS. FREE TAX PREPARATION PROGRAM: LAST YEAR, THE UNITED WAY OF ELGIN PARTNERED WITH THE CENTER FOR ECONOMIC PROGRESS TO RECRUIT VOLUNTEERS AND PUBLICIZE THE FREE TAX PREPARATION PROGRAM. THROUGH THIS EFFORT, 1,257 RETURNS WERE COMPLETED, WHICH RESULTED IN 2.2 MILLION IN STATE AND FEDERAL TAX REFUNDS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $317,110 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $188,730 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $950,559 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UNITED WAY OF ELGIN INC | PersonNm |
| Phone | 8477412259 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1750 GRANDSTAND PL | AddressLine1Txt |
| City | ELGIN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60123 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| KAREN FOX | ||||||
| BOARD CHAIRM | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BETSY CAPPAS | ||||||
| VICE CHAIRMA | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL BROWN | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SCOTT BUDD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JUDY CABRERA | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR GENE CRUME JR | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SUE EHLERS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BONNIE HENN-PRITCHARD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KARLA JIMENEZ | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TONYA LUCCHETTI-HUDSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHERIE MURPHY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER RAKOW | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DELISA RUSSELL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR DAVID SAM | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES BURNIDGE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TOM RAKOW | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARK SEIGLE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JACK SHALES | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE SHALES | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLOTTE CANNING | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LT RICHARD CIGANEK | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TOM MCCARTNEY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW STOLL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LYNNE BOSLEY | ||||||
| PRESIDENT | 40.00 | Yes (X) | $100,157 | $0 | $23,881 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $100,157 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $23,881 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Federated Campaigns | $35,709 | FederatedCampaignsAmt |
| All Other Contributions | $1,085,046 | AllOtherContributionsAmt |
| Total Contributions | $1,120,755 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,186 | TotalRevenueColumnAmt |
| Exclusion | $23,186 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $235,615 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $235,265 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $350 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $350 | TotalRevenueColumnAmt |
| Exclusion | $350 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $213 | FundraisingGrossIncomeAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $213 | TotalRevenueColumnAmt |
| Exclusion | $213 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,144,504 | TotalRevenueColumnAmt |
| Exclusion | $23,749 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $565,730 | TotalAmt |
| Program Services | $565,730 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,182 | TotalAmt |
| Program Services | $55,073 | ProgramServicesAmt |
| Management And General | $46,186 | ManagementAndGeneralAmt |
| Fundraising | $25,923 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,909 | TotalAmt |
| Program Services | $128,616 | ProgramServicesAmt |
| Management And General | $52,700 | ManagementAndGeneralAmt |
| Fundraising | $29,593 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,492 | TotalAmt |
| Program Services | $9,830 | ProgramServicesAmt |
| Management And General | $3,632 | ManagementAndGeneralAmt |
| Fundraising | $2,030 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,794 | TotalAmt |
| Program Services | $17,559 | ProgramServicesAmt |
| Management And General | $8,477 | ManagementAndGeneralAmt |
| Fundraising | $4,758 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,463 | TotalAmt |
| Program Services | $13,945 | ProgramServicesAmt |
| Management And General | $7,377 | ManagementAndGeneralAmt |
| Fundraising | $4,141 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,400 | TotalAmt |
| Program Services | $25,937 | ProgramServicesAmt |
| Management And General | $11,185 | ManagementAndGeneralAmt |
| Fundraising | $6,278 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,993 | TotalAmt |
| Program Services | $24,472 | ProgramServicesAmt |
| Management And General | $16,346 | ManagementAndGeneralAmt |
| Fundraising | $9,175 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,286 | TotalAmt |
| Program Services | $31,490 | ProgramServicesAmt |
| Management And General | $6,274 | ManagementAndGeneralAmt |
| Fundraising | $3,522 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,337 | TotalAmt |
| Program Services | $15,735 | ProgramServicesAmt |
| Management And General | $13,195 | ManagementAndGeneralAmt |
| Fundraising | $7,407 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,234 | TotalAmt |
| Program Services | $3,614 | ProgramServicesAmt |
| Management And General | $2,959 | ManagementAndGeneralAmt |
| Fundraising | $1,661 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,391 | TotalAmt |
| Program Services | $4,080 | ProgramServicesAmt |
| Management And General | $1,480 | ManagementAndGeneralAmt |
| Fundraising | $831 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,198 | TotalAmt |
| Program Services | $3,983 | ProgramServicesAmt |
| Management And General | $3,340 | ManagementAndGeneralAmt |
| Fundraising | $1,875 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,886 | TotalAmt |
| Program Services | $2,982 | ProgramServicesAmt |
| Management And General | $2,500 | ManagementAndGeneralAmt |
| Fundraising | $1,404 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,999 | TotalAmt |
| Program Services | $2,165 | ProgramServicesAmt |
| Management And General | $1,815 | ManagementAndGeneralAmt |
| Fundraising | $1,019 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ALIGNMENT COLL. FOR EDUC. | $34,666 | $34,666 | ||
| REPAIRS AND MAINTENANCE | $11,087 | $5,721 | $3,437 | $1,929 |
| MOVING | $4,564 | $1,976 | $1,658 | $930 |
| COLLABORATION ACTIVITIES | $2,656 | $2,656 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $760 | TotalAmt |
| Program Services | $329 | ProgramServicesAmt |
| Management And General | $276 | ManagementAndGeneralAmt |
| Fundraising | $155 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,236,027 | TotalAmt |
| Program Services | $950,559 | ProgramServicesAmt |
| Management And General | $182,837 | ManagementAndGeneralAmt |
| Fundraising | $102,631 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,268 | BOYAmt |
| EOY | $115,200 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $638,194 | BOYAmt |
| EOY | $369,849 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $354,705 | BOYAmt |
| EOY | $373,345 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,339 | BOYAmt |
| EOY | $25,690 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $148,309 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $113,714 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,425 | BOYAmt |
| EOY | $34,595 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $976,296 | BOYAmt |
| EOY | $927,285 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,400 | BOYAmt |
| EOY | $700 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,055,627 | BOYAmt |
| EOY | $1,846,664 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,904 | BOYAmt |
| EOY | $59,195 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,639 | BOYAmt |
| EOY | $33,474 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,794 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,337 | BOYAmt |
| EOY | $92,669 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $467,913 | BOYAmt |
| EOY | $416,740 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,043,402 | BOYAmt |
| EOY | $932,280 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $404,975 | BOYAmt |
| EOY | $404,975 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,916,290 | BOYAmt |
| EOY | $1,753,995 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,055,627 | BOYAmt |
| EOY | $1,846,664 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$91,523 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$70,772 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,048,823 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,017,449 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,067,566 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,028,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,120,755 | CurrentTaxYearAmt |
| Total | $5,282,798 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,048,823 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,017,449 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,067,566 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,028,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,120,755 | CurrentTaxYearAmt |
| Total | $5,282,798 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $328,292 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,954,506 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,326 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,402 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,466 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,918 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,186 | CurrentTaxYearAmt |
| Total | $132,298 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,415,096 | TotalSupportAmt |
| Public Support CY170 | 0.91490 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75790 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $583,860 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$29,340 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $554,520 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $575,822 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8,038 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $583,860 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $505,434 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $70,388 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $575,822 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $460,217 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $45,217 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $505,434 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $461,301 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,916 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,000 | OtherExpendituresAmt |
| End Year Balance | $460,217 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.73030 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26970 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,605 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,929 | DepreciationAmt |
| Book Value | $21,676 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $123,704 | OtherCostOrOtherBasisAmt |
| Depreciation | $110,785 | DepreciationAmt |
| Book Value | $12,919 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $34,595 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO ALIGNMENT COLL. FOR EDUCATION | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,073,732 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$70,772 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$70,772 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,144,504 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,144,504 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,236,027 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,236,027 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,236,027 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE ENDOWMENT GIFTS ARE RESTRICTED TO INVESTMENTS IN PERPETUITY. THE EARNINGS FROM THE ENDOWMENT INVESTMENTS ARE TEMPORARILY RESTRICTED BY THE ENDOWMENT AGREEMENT AND ARE RECORDED AS SUCH IN TEMPORARILY RESTRICTED NET ASSETS. |
| SCHEDULE D, PAGE 3, PART X | THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER PROVISIONS OF INTERNAL REVENUE CODE 501(C)(3). ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2016, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE 2012 TAX YEAR. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| THE DOLLYWOOD FOUNDATION | ||||||||
| 2700 DOLLYWOOD PARKS BLVD | PIGEON FORGE | TN | 37836 | 621348105 | 501C3 | $84,278 | PROGRAM OPERATING | |
| COMMUNITY CRISIS CENTER | ||||||||
| PO BOX 1390 | ELGIN | IL | 60121 | 362855797 | 501C3 | $20,000 | PROGRAM OPERATING | |
| CENTER FOR ECONOMIC PROGRESS | ||||||||
| 567 WEST LAKE STREET SUITE 1150 | CHICAGO | IL | 60661 | 363693728 | 501C3 | $30,000 | PROGRAM OPERATING | |
| CENTER FOR ECONOMIC PROGRESS | ||||||||
| 567 WEST LAKE STREET SUITE 1150 | CHICAGO | IL | 60661 | 363693728 | 501C3 | $10,000 | PASS THROUGH DONOR | |
| ALIGNMENT COLLABORATIVE FOR EDUC | ||||||||
| 1750 GRANDSTAND PLACE STE 5 | ELGIN | IL | 60123 | 474377813 | 501C3 | $15,000 | PROGRAM OPERATING | |
| WELL CHILD CENTER | ||||||||
| 620 WING STREET | ELGIN | IL | 60123 | 237348349 | 501C3 | $22,500 | PROGRAM OPERATING | |
| SENIOR SERVICES ASSOCIATES | ||||||||
| 101 SOUTH GROVE AVENUE | ELGIN | IL | 60120 | 362775102 | 501C3 | $17,000 | PROGRAM OPERATING | |
| SALVATION ARMY GOLDEN DINERS | ||||||||
| 1031 EAST STATE STREET | GENEVA | IL | 60134 | 362167909 | 501C3 | $10,000 | PROGRAM OPERATING | |
| PADS OF ELGIN | ||||||||
| 1730 BERKLEY | ELGIN | IL | 60123 | 363895063 | 501C3 | $36,000 | PROGRAM OPERATING | |
| GREATER ELGIN FAMILY CARE CENTER | ||||||||
| 370 SUMMIT STREET | ELGIN | IL | 60120 | 364249586 | 501C3 | $10,000 | PROGRAM OPERATING | |
| FOOD FOR GREATER ELGIN | ||||||||
| 1153 COMMERCE DRIVE | ELGIN | IL | 60123 | 274409282 | 501C3 | $9,000 | PROGRAM OPERATING | |
| FAMILY SERVICE ASSOCATION OF | ||||||||
| GREATER ELGIN - 1140 NORTH MCLEAN | ELGIN | IL | 60123 | 362169149 | 501C3 | $15,000 | PROGRAM OPERATING | BLVD SUITE I |
| ECKER CENTER FOR MENTAL HEALTH | ||||||||
| 1845 GRANDSTAND PLACE | ELGIN | IL | 60123 | 362312495 | 501C3 | $33,300 | PROGRAM OPERATING | |
| COMMUNITY CRISIS CENTER | ||||||||
| PO BOX 1390 | ELGIN | IL | 60120 | 362855797 | 501C3 | $58,200 | PROGRAM OPERATING | |
| ASSOCIATION FOR INDIVIDUAL | ||||||||
| DEVELOPMENT - 309 WEST NEW INDIAN | AURORA | IL | 60506 | 362472748 | 501C3 | $10,000 | PROGRAM OPERATING | TRAIL COURT |
| YWCA ELGIN | ||||||||
| 220 EAST CHICAGO STREET | ELGIN | IL | 60120 | 362171177 | 501C3 | $51,000 | PROGRAM OPERATING | |
| ONE HOPE UNITED | ||||||||
| 210 NATIONAL STREET | ELGIN | IL | 60120 | 362181967 | 501C3 | $15,000 | PROGRAM OPERATING | |
| NORTHERN ILLINOIS FOOD BANK | ||||||||
| 273 DEARBORN COURT | GENEVA | IL | 60134 | 363203648 | 501C3 | $20,000 | PROGRAM OPERATING | |
| LITERACY CONNECTION | ||||||||
| 270 NORTH GROVE AVENUE | ELGIN | IL | 60120 | 363576823 | 501C3 | $15,000 | PROGRAM OPERATING | |
| EASTER SEALS DUPAGE & FOX VALLEY | ||||||||
| REGION - 830 S ADDISON AVENUE | VILLA PARK | IL | 60181 | 362476388 | 501C3 | $15,000 | PROGRAM OPERATING | |
| COMMUNITY FOUNDATION FOR THE FOX | ||||||||
| RIVER VALLEY-KANE CNTY FIT FOR KIDS | AURORA | IL | 60506 | 366086742 | 501C3 | $10,000 | PROGRAM OPERATING | 111 W DOWNER PLACE 312 |
| BOYS & GIRLS CLUB OF ELGIN | ||||||||
| 355 DUNDEE AVENUE | ELGIN | IL | 60120 | 363832212 | 501C3 | $25,000 | PROGRAM OPERATING | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 22 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE UNITED WAY OF ELGIN CLOSELY MONITORS FUNDING PROVIDED TO ORGANIZATIONS. ORGANIZATIONS ARE SCREENED PRIOR TO THE APPLICATION PROCESS TO ENSURE THEY MEET BASIC STANDARDS, INCLUDING SOUND FISCAL POLICIES, COMPLIANCE WITH THE PATRIOT ACT AND CURRENT STATUS AS A QUALIFIED 501(C)(3) ORGANIZATION. EACH QUARTER, ORGANIZATIONS ARE REQUIRED TO REPORT ON HOW FUNDS HAVE BEEN USED AND THE RESULTS ACHIEVED AGAINST STATED OUTCOMES. YEAR-END REPORTS ARE REQUIRED TO VERIFY THAT FUNDING HAS BEEN USED AS INTENDED AND PROGRESS TOWARD COMMUNITY GOALS HAS BEEN DEMONSTRATED. ORGANIZATIONS RECEIVING DONOR DESIGNATIONS ARE REQUIRED TO VERIFY CURRENT STATUS AS A QUALIFIED 501(C)(3) ORGANIZATION AND COMPLIANCE WITH THE PATRIOT ACT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | TARGET AREA 2 - BASIC NEEDS: LOW-INCOME HOUSEHOLDS UTILIZE A SAFETY NET SERVICE THAT SUPPORTS THEIR BASIC NEEDS IN TIME OF EMERGENCY. EXAMPLE: PADS OF ELGIN PROVIDED 11,511 NIGHTS OF SHELTER TO 223 CLIENTS. OVER 1 MILLION MEALS WERE PROVIDED TO FAMILIES AND INDIVIDUALS THROUGH AREA FOOD PANTRIES AND SHELTERS. TARGET AREA 3 - ACCESS TO HEALTH: INDIVIDUALS BEGIN AND SUSTAIN HEALTHY LIVES - PHYSICAL, MENTAL AND SOCIAL WELL-BEING. EXAMPLE: OVER 700 INDIVIDUALS RECEIVED THERAPY SERVICES WHICH HELPED THEM IMPROVE COPING SKILLS. 668 INDIVIDUALS RECEIVED COUNSELING AND EDUCATION REGARDING DOMESTIC VIOLENCE AND SEXUAL ASSAULT FROM THE COMMUNITY CRISIS CENTER. |
| FORM 990, PAGE 2, PART III, LINE 4B | EDUCATIONAL OPPORTUNITIES. NORTHERN ILLINOIS FOOD BANK 262 CHRONICALLY HUNGRY STUDENTS RECEIVED A BACKPACK FILLED WITH ENOUGH NUTRITIOUS FOOD FOR THEMSELVES AND THEIR SIBLINGS THROUGHOUT THE SCHOOL YEAR. GOAL 2: READING SUCCESS - BUILD LITERACY SKILLS TO ENSURE ALL STUDENTS ARE READING AT GRADE LEVEL BY THE END OF THE 3RD GRADE. MORE THAN 600 YOUTH PARTICIPATED IN QUALITY AFTERSCHOOL PROGRAMS AT THE BOYS AND GIRLS CLUB OF ELGIN, THAT MOTIVATED STUDENTS TO STAY IN SCHOOL AND DECREASE RISKY BEHAVIORS. MORE THAN 80 YOUTH PARTICIPATED IN THE YWCA'S SCHOOL AGE CHILD CARE PROGRAM. GOAL 3: COLLEGE AND CAREER READINESS - PROVIDE OPPORTUNITIES FOR COLLEGE AND CAREER READINESS TO ENSURE A COMMUNITY OF ENGAGED AND SUCCESSFUL ADULTS. |
| FORM 990, PAGE 2, PART III, LINE 4D | DOLLY PARTON IMAGINATION LIBRARY: THIS EARLY CHILDHOOD LEARNING INITIATIVE PROVIDES MONTHLY BOOKS TO CHILDREN FROM BIRTH TO AGE FIVE AT NO COST TO PARENTS. LAST YEAR THE PROGRAM DISTRIBUTED OVER 39,818 BOOKS TO 4,514 CHILDREN, APPROXIMATELY 33% OF THE ELIGIBLE CHILDREN IN OUR COMMUNITY. KANE CO. GUIDE TO COMMUNITY SERVICES: A WEB-BASED INFORMATION AND REFERRAL SERVICE FOR ALMOST ANY SOCIAL, HEALTH OR HUMAN SERVICE NEED IN KANE COUNTY. THE GUIDE IS USED BY BOTH SERVICE PROVIDERS AND COMMUNITY RESIDENTS, HELPING THEM TO FIND THE SERVICES THEY NEED. LAST YEAR THE GUIDE HAD 66,057 SITE VISITS FROM 51,861 USERS. MAKING KANE COUNTY FIT FOR KIDS: A COUNTY-WIDE COLLABORATION ON CHILDHOOD OBESITY THAT INVOLVES DEVELOPING A SUSTAINED, COUNTY-WIDE MOBILIZATION PLAN BASED ON FOUR MAJOR STRATEGIC ACTION PRINCIPLES THAT GO TO THE HEART OF THE SYSTEMS, POLICY AND ENVIRONMENTAL CHANGES NEEDED TO REVERSE THE EPIDEMIC. AS AN INAUGURAL PARTNER OF THE COALITION, WE HAVE PROVIDED FUNDING TO THE CONSORTIUM, WHICH HAS BEEN RETURNED TO THE ELGIN COMMUNITY THROUGH BOTH PLANNING EFFORTS AND DIRECT GRANTS. FREE TAX PREPARATION PROGRAM: LAST YEAR, THE UNITED WAY OF ELGIN PARTNERED WITH THE CENTER FOR ECONOMIC PROGRESS TO RECRUIT VOLUNTEERS AND PUBLICIZE THE FREE TAX PREPARATION PROGRAM. THROUGH THIS EFFORT, 1,257 RETURNS WERE COMPLETED, WHICH RESULTED IN 2.2 MILLION IN STATE AND FEDERAL TAX REFUNDS. |
| FORM 990, PAGE 6, PART VI, LINE 2 | TOM RAKOW & JENNIFER RAKOW FAMILY RELATIONSHIP JACK SHALES & MIKE SHALES FAMILY RELATIONSHIP |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE TAX RETURN IS REVIEWED IN DRAFT FORM BY THE EXECUTIVE COMMITTEE, INCLUDING THE BOARD CHAIR AND TREASURER. UPON APPROVAL, THE TAX RETURN IS DISTRIBUTED TO ALL BOARD MEMBERS PRIOR TO THE RETURN BEING FILED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | MANAGEMENT ANNUALLY REVIEWS ALL EXISTING AND NEW RELATIONSHIPS TO IDENTIFY ANY CONFLICTS OF INTEREST THAT NEED TO BE DISCLOSED. THE POLICY APPLIES TO BOARD MEMBERS, OFFICERS, AND EMPLOYEES. CONFLICTS REQUIRE DISCLOSURE OF THE CONFLICT AND ABSTAINING FROM THE RELATED VOTE. A MORE SERIOUS CONFLICT REQUIRES AN INVESTIGATION BY THE EXECUTIVE COMMITTEE OR BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD ANNUALLY REVIEWS THE PRESIDENT'S PERFORMANCE AND APPROVES ANY CHANGES IN COMPENSATION. COMPARATIVE DATA PROVIDED BY UNITED WAY WORLDWIDE AND INFORMATION DERIVED FROM LOCAL NONPROFIT SALARY SURVEYS IS CONSIDERED WHEN DETERMINING COMPENSATION. COMPENSATION DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN BOARD MINUTES. THE BOARD REVIEWED COMPENSATION IN 2015 AS A PART OF THE OVERALL BUDGETING PROCESS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |