2012-05-10T07:40:04-05:00 2011-06-30 PLANTE & MORAN PLLC 111 E COURT SUITE 1A FLINT MI 485021647 990 2010-07-01 381951024 UNITED WAY OF WASHTENAW COUNTY UNIT 7349718200 2305 PLATT ROAD ANN ARBOR MI 481045115 WILLIAM BRINKERHOFF 7349718200 2012-04-23 1 TADD HARBURN 8107675350 2010 2016-02-24 21:20:13Z WILLIAM BRINKERHOFF 2305 PLATT ROAD ANN ARBOR MI 481045115 7168570 0 X WWW.UWWASHTENAW.ORG X 1972 MI ALLOCATE FUNDS TO ADDRESS COMMUNITY NEEDS THROUGH 5 COLLABORATIONS AND 40+ ORGANIZATIONS, COMMUNITY COORDINATION OF SERVICES. 18 18 14 50 0 0 5499020 5756727 161145 93213 186693 295734 -32050 -36367 5814808 6109307 4585681 4338632 0 0 810568 672433 0 0 449498 771625 896935 6167874 5908000 -353066 201307 9432563 10125986 3757845 4097045 5674718 6028941 X TO MOBILIZE HUMAN AND FINANCIAL RESOURCES TO HELP INDIVIDUALS AND FAMILIES BUILD BETTER LIVES AND STRONGER COMMUNITIES BY PROVIDING LEADERSHIP TO IDENTIFY HUMAN SERVICE NEEDS, SET PRIORITIES AND ACTION PLANS TO MEET COMMUNITY NEEDS, COLLABORATE AND PARTNER WITH OTHERS, AND DEMONSTRATE RESULTS THAT MATTER. 0 0 4557818 4338632 91432 COMMUNITY INVESTMENT - COORDINATES PLANNING AND GRANT MAKING WITH OTHER LOCAL FUNDERS TO BEST MEET HUMAN SERVICE NEEDS; PARTNERS AND INVESTS IN OVER 55 PROGRAMS OF 40 LOCAL NONPROFITS TO ADDRESS THESE IDENTIFIED NEEDS ACROSS THE COUNTY; MONITORS AND REGULARLY EVALUATES GOVERNANCE, FISCAL CONDITION AND PROGRAM RESULTS OF FUNDED AGENCIES; MANAGES SPECIAL GRANT PROGRAMS; SERVES AS FIDUCIARY FOR OTHER COMMUNITY GRANTS; INSURES COMPLIANCE WITH PATRIOT ACT AND PROCESSES MISCELLANEOUS DONOR DESIGNATED GIFTS; SERVES IN VARIOUS COMMUNITY LEADERSHIP ROLES IN ADDRESSING EMERGING HUMAN SERVICE ISSUES. 250755 COMMUNITY SERVICE LIAISON - PROMOTES UNITED WAY CONTRIBUTIONS FROM UNION MEMBERS, RECRUITS VOLUNTEERS FOR UNITED WAY AND OTHER NONPROFITS SERVING THE COMMUNITY, AND LINKS FAMILIES THROUGH THE COMMUNITY LABOR COUNCIL AND THE AFL-CIO COMMUNITY SERVICES PROGRAMS. 85054 UNITED WAY REGIONAL CALL CENTER 2-1-1 - PROVIDES CALLERS WITH INFORMATION ABOUT AND REFERRALS TO HUMAN SERVICES FOR EVERYDAY NEEDS AND IN TIMES OF CRISIS. UNITED WAY REGIONAL CALL CENTER 2-1-1 OFFERS BASIC HUMAN NEEDS RESOURCES, PHYSICAL/MENTAL HEALTH RESOURCES, EMPLOYMENT SUPPORT, SUPPORT FOR OLDER AMERICANS AND PERSONS WITH DISABILITIES, SUPPORT FOR CHILDREN, YOUTH, AND FAMILITIES, AND VOLUNTEER OPPORTUNITIES. 229095 1781 WASHTENAW SUCCESS BY SIX, A GREAT START PROJECT, IS A PROGRAM BY THE WASHTENAW UNITED WAY AND THE WASHTENAW INTERMEDIATE SCHOOL DISTRICT TO ENSURE ALL CHILDREN IN WASHTENAW COUNTY START SCHOOL READY TO LEARN AND SUCCEED IN LIFE. THE INITIATIVE DEVELOPS STRATEGIES WITH KEY COMMUNITY LEADERS FROM BUSINESS, LABOR, GOVERNMENT, EDUCATION, HUMAN SERVICES, HEALTH CARE, AND OTHER GROUPS. 229095 1781 5122722 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 14 1 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X X MARJO DAUM 7349718200 2305 PLATT ROAD ANN ARBOR MI 481045115 DAVID CLIFFORD 1.00 X 0 0 0 TODD CLARK 1.00 X 0 0 0 STEPHEN DOBSON 1.00 X 0 0 0 MARK OUIMET 1.00 X X 0 0 0 KRISTEN HOLT 1.00 X X 0 0 0 RICHARD SHERIDAN 1.00 X 0 0 0 WILLIAM BRINKERHOFF 1.00 X X 0 0 0 JIM BURNS 1.00 X 0 0 0 ROD GAUVIN 1.00 X 0 0 0 TIMOTHY GRETKIEREWICZ 1.00 X X 0 0 0 DOUG STRONG 1.00 X 0 0 0 MARK CARUSO 1.00 X 0 0 0 MARILYN SMITH 1.00 X 0 0 0 MICHAEL FORD 1.00 X 0 0 0 KATIE OPPENHEIM 1.00 X X 0 0 0 DAVID BEHEN 1.00 X 0 0 0 GRETCHEN DRISKELL 1.00 X 0 0 0 VERNA MCDANIEL 1.00 X 0 0 0 SANDRA RUPP 50.00 X 106800 0 4267 MARJO DAUM 45.00 X 70881 0 2410 177681 0 6677 1 0 0 0 0 35701 199513 5521513 17301 5756727 SERVICE FEES 900099 91432 91432 MISCELLANEOUS INCOME 900099 1781 1781 93213 134906 134906 1153474 992646 160828 160828 160828 30250 35701 66617 -36367 -36367 6109307 93213 0 259367 4338632 4338632 203949 63224 50988 89737 353284 179028 72096 102160 64560 29098 16608 18854 50640 22281 11141 17218 22900 22900 7617 7617 443967 397528 33265 13174 124211 6543 3922 113746 49936 12058 10804 27074 54383 22833 10347 21203 21815 12557 1701 7557 3572 1500 679 1393 51654 51654 77684 32627 14760 30297 11282 4764 2095 4423 MISCELLANEOUS EXPENSES 12118 12118 MEMBERSHIP FEES & ORGAN 11595 11330 265 AWARDS AND RECOGNITION 4201 49 1755 2397 5908000 5122722 335780 449498 3844191 4296678 1769326 1884338 92945 40169 55515 59948 2216452 445059 1772904 1771393 1824302 1985190 73380 88270 9432563 10125986 79812 97673 6926 20013 17914 68288 3653193 3911071 3757845 4097045 X 3285901 3117133 471059 993800 1917758 1918008 5674718 6028941 9432563 10125986 X 201307 152916 X X 0 1 1 X 0 X 8921348 8502275 7026657 5499020 5756727 35706027 8921348 8502275 7026657 5499020 5756727 35706027 4032172 31673855 229765 237789 170184 111619 134906 884263 48659 63347 112006 36702296 600265 0.86300 0.80970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1904192 250 257912 93184 2069170 1835892 2023 222030 155753 1904192 2495841 3492 -518117 145324 1835892 0.00000 0.92700 0.07300 1 0 81195 81195 1873457 311552 1561905 33327 23853 9474 228473 109654 118819 1771393 POST EMPLOYMENT BENEFIT OBLIGATION 112716 DESIGNATIONS PAYABLE 1127577 ALLOCATIONS PAYABLE 2670778 3911071 6109307 5908000 201307 117979 34937 152916 354223 4444569 117979 57601 175580 4268989 1840318 1840318 6109307 4125283 57601 66617 124218 4001065 1906935 1906935 5908000 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: UNLESS THE ENDOWMENT FUNDS ARE RESTRICTED BY THE DONOR, THE FUNDS ARE KEPT BY UWWC WITH THE BOARD APPROVED AMOUNT TAKEN FROM THE ENDOWMENT EACH YEAR TO REDUCE THE AMOUNT OF MONEY TAKEN FROM THE CAMPAIGN FUNDS FOR OPERATIONS OF UWWC. THE POLICY NOW IS 5% OF THE LAST 5 QUARTERS OF THE ENDOWMENT FUND IS DEDUCTED AND USED FOR OPERATIONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: UNDER PROVISION OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE APPLICABLE INCOME TAX REGULATIONS OF THE STATE OF MICHIGAN, THE ORGANIZATION IS EXEMPT FROM INCOME TAXES. THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). THERE WERE NO UNRELATED BUSINESS ACTIVITIES IN 2011 AND 2010. ACCORDINGLY, NO TAX EXPENSE WAS INCURRED DURING THE YEARS ENDED JUNE 30, 2011 AND 2010. 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, 2011 AND 2010, 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 2007. PART XI, LINE 8 - OTHER ADJUSTMENTS: PENSION-RELATED CHARGES OTHER THAN NET PERIODIC PENSION COSTS 34,937. PART XII, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS DESIGNATED TO OTHER AGENCIES 1,906,935. SPECIAL EVENT DIRECT COSTS -66,617. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT COSTS 66,617. PART XIII, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS DESIGNATED TO OTHER AGENCIES 1,906,935. GOLF EVENT 11021 6062 4959 4889 WOMENS EVENT 24677 12338 12339 25192 8 30253 17301 12952 36536 65951 35701 30250 66617 66617 -36367 1 AMERICAN RED CROSS 4624 PACKARD ROAD ANN ARBOR MI 48108 530196605 501(C)(3) 75000 ALLOCATION ANN ARBOR COMMUNITY CENTER 625 NORTH MAIN STREET ANN ARBOR MI 48104 381387132 501(C)(3) 39091 ALLOCATION ARBOR HOSPICE 2366 OAK VALLEY DRIVE ANN ARBOR MI 48103 382532215 501(C)(3) 9198 ALLOCATION BOYS AND GIRLS CLUB 26777 HALSTED ROAD SUITE 100 FARMINGTON HILLS MI 48331 382395408 501(C)(3) 32193 ALLOCATION CATHOLIC SOCIAL SERVICES 4925 PACKARD ROAD ANN ARBOR MI 48108 381654500 501(C)(3) 291370 ALLOCATION CHILD CARE NETWORK 2385 S HURON PARKWAY 2N ANN ARBOR MI 48104 382160250 501(C)(3) 148188 ALLOCATION COMMUNITY ACTION NETWORK PO BOX 130076 ANN ARBOR MI 48113 382792610 501(C)(3) 29526 ALLOCATION COMMUNITY DENTAL CENTER 406 NORTH ASHLEY STREET ANN ARBOR MI 48103 386006309 501(C)(3) 22902 ALLOCATION COPE 111 SOUTH WALLACE BLVD YPSILANTI MI 48197 382056595 501(C)(3) 42906 ALLOCATION CORNER HEALTH CENTER 47 N HURON STREET YPSILANTI MI 48197 382329742 501(C)(3) 276766 ALLOCATION HOPE CLINIC PO BOX 980311 YPSILANTI MI 48198 382469007 501(C)(3) 137929 ALLOCATION LEGAL SERVICES OF SOUTH CENTRAL MI 420 NORTH FOURTH AVE ANN ARBOR MI 48104 381845444 501(C)(3) 32044 ALLOCATION OZONE HOUSE YOUTH & FAMILY 1705 WASHTENAW ANN ARBOR MI 48104 381916505 501(C)(3) 113335 ALLOCATION PEACE NEIGHBORHOOD CENTER 1111 NORTH MAPLE ANN ARBOR MI 48103 237437867 501(C)(3) 58925 ALLOCATION PORT 110 NORTH FOURTH AVE ANN ARBOR MI 48107 382595768 501(C)(3) 120250 ALLOCATION PERRY NURSERY SCHOOL 3770 PACKARD ANN ARBOR MI 48108 381256680 501(C)(3) 59243 ALLOCATION REGIONAL ALLIANCE FOR HEALTHY SCHOOLS 3300 LORRAINE ANN ARBOR MI 48108 386006309 501(C)(3) 9626 ALLOCATION SAFEHOUSE CENTER 4100 CLARK ROAD ANN ARBOR MI 48105 382121751 501(C)(3) 45484 ALLOCATION SALVATION ARMY OF WASHTENAW 100 ARBANA DRIVE ANN ARBOR MI 48103 381370971 501(C)(3) 42540 ALLOCATION SHELTER ASSOCIATION OF WASHTENAW PO BOX 7370 ANN ARBOR MI 48107 382533030 501(C)(3) 74763 ALLOCATION SOS COMMUNITY SERVICES 101 SOUTH HURON YPSILANTI MI 48197 382037588 501(C)(3) 124577 ALLOCATION WASHTENAW LITERACY 5577 WHITTAKER ROAD YPSILANTI MI 48197 382914277 501(C)(3) 59520 ALLOCATION YPSILANTI MEALS ON WHEELS 1110 WEST CROSS STREET YPSILANTI MI 48197 382038528 501(C)(3) 47227 ALLOCATION DEXTER AREA SERVICE ASSOCIATION 8203 SCIO CHURCH ROAD DEXTER MI 48130 287073252 501(C)(3) 19197 ALLOCATION MILAN COMMUNITY COUNCIL 305 OBRIEN DRIVE MILAN MI 48160 382347138 501(C)(3) 48105 ALLOCATION SALINE AREA SOCIAL SERVICE 131 EAST MICHIGAN AVENUE SALINE MI 48176 237134646 501(C)(3) 62259 ALLOCATION HOUSING BUREAU FOR SENIORS 2401 PLYMOUTH ROAD ANN ARBOR MI 48105 386006309 501(C)(3) 11413 ALLOCATION WASHTENAW HOUSING ALLIANCE PO BOX 7993 ANN ARBOR MI 48107 383551639 501(C)(3) 59000 ALLOCATION AVALON HOUSING 1327 JONES DRIVE ANN ARBOR MI 48105 383086920 501(C)(3) 33974 ALLOCATION FOOD GATHERERS ONE CARROT WAY ANN ARBOR MI 48105 382853858 501(C)(3) 44793 ALLOCATION PACKARD CORNER HEALTH 3174 PACKARD ROAD ANN ARBOR MI 48108 382269817 501(C)(3) 8400 ALLOCATION 31 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: REVIEW OF ANNUAL OUTCOMES REPORT, REVIEW FINANCIALS EVERY 6 MONTHS, ANNUAL REVIEW OF AUDIT, MANAGEMENT LETTER AND FOLLOW UP TO RECOMMENDATIONS, REVIEW OF GRANTEE GOVERNING POLICES INCLUDING VERIFICATION OF WHISTLEBLOWER AND DOCUMENT RETENTION AND DESTRUCTION. COMMITTEE LEVEL REVIEW OF FINAL REPORT KEY FINDINGS/CONCERNS, REPORTING OF KEY FINDING TO BOARD OF DIRECTORS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE MEMBERS REVIEW THE FORM 990. UPON APPROVAL, IT IS SENT TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C AT THE START OF EACH YEAR, EACH BOARD MEMBER IS REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT. IF THERE IS THERE A CONFLICT OF INTEREST, THE BOARD MEMBER IS EXCUSED FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 A WRITTEN EVALUATION IS CONDUCTED BY THE BOARD OF DIRECTORS AND A COMPARISON IS CONDUCTED OF COMPARABLE JOBS IN THE UWA RESOURCE BOOK TO DETERMINE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS, 990, BOARD MEMBER LISTING ARE AVAILABLE TO THE PUBLIC ON THE WEBSITE, CHARITY FUND NAVIGATOR, AND UPON REQUEST. GOVERNING DOCUMENTS AND ORGANIZATION POLICIES ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 117,979. PENSION-RELATED CHARGES OTHER THAN NET PERIODIC PENSION COSTS 34,937. TOTAL TO FORM 990, PART XI, LINE 5: 152,916. CHANGE IN PROCESS REGARDING BOARD OVERSIGHT OF AUDIT FORM 990, PART XI, LINE 2C NO CHANGE MADE IN PROCESS SINCE PRIOR YEAR