efile Public Visual Render
ObjectId: 201801929349301025 - Submission: 2018-07-11
TIN: 75-1251128
Form
990
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
Do not enter social security numbers on this form as it may be made public.
Information about Form 990 and its instructions is at
www.IRS.gov/form990
.
OMB No. 1545-0047
20
17
Open to Public Inspection
A
For the 2017 calendar year, or tax year beginning
04-01-2017
, and ending
03-31-2018
B
Check if applicable:
Address change
Name change
Initial return
Final return/terminated
Amended return
Application pending
C
Name of organization
UNITED WAY OF DENTON COUNTY INC
Doing business as
Number and street (or P.O. box if mail is not delivered to street address)
1314 TEASLEY LANE
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DENTON
,
TX
76205
D Employer identification number
75-1251128
E Telephone number
(940) 566-5851
G
Gross receipts $
2,684,771
F
Name and address of principal officer:
I
Tax-exempt status:
501(c)(3)
501(c)
(
)
(insert no.)
4947(a)(1)
or
527
J
Website:
UNITEDWAYDENTON.ORG
H(a)
Is this a group return for
subordinates?
Yes
No
H(b)
Are all subordinates
included?
Yes
No
If "No," attach a list. (see instructions)
H(c)
Group exemption number
K
Form of organization:
Corporation
Trust
Association
Other
L
Year of formation:
1951
M
State of legal domicile:
TX
Part I
Summary
1
Briefly describe the organization’s mission or most significant activities:
THE MISSION OF UNITED WAY OF DENTON COUNTY, INC. (UWDC) IS TO IMPROVE THE LIVES IN DENTON COUNTY.
2
Check this box
3
Number of voting members of the governing body (Part VI, line 1a)
........
3
45
4
Number of independent voting members of the governing body (Part VI, line 1b)
.....
4
45
5
Total number of individuals employed in calendar year 2017 (Part V, line 2a)
......
5
29
6
Total number of volunteers (estimate if necessary)
.............
6
1,845
7a
Total unrelated business revenue from Part VIII, column (C), line 12
........
7a
0
b
Net unrelated business taxable income from Form 990-T, line 34
.........
7b
Prior Year
Current Year
8
Contributions and grants (Part VIII, line 1h)
.........
2,261,997
2,490,053
9
Program service revenue (Part VIII, line 2g)
.........
3,450
1,700
10
Investment income (Part VIII, column (A), lines 3, 4, and 7d )
....
3,239
4,239
11
Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)
119,753
95,141
12
Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)
2,388,439
2,591,133
13
Grants and similar amounts paid (Part IX, column (A), lines 1–3 )
...
1,324,628
825,250
14
Benefits paid to or for members (Part IX, column (A), line 4)
.....
0
15
Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)
797,732
949,423
16a
Professional fundraising fees (Part IX, column (A), line 11e)
.....
0
b
Total fundraising expenses (Part IX, column (D), line 25)
305,185
17
Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)
....
539,824
533,703
18
Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)
2,662,184
2,308,376
19
Revenue less expenses. Subtract line 18 from line 12
.......
-273,745
282,757
Beginning of Current Year
End of Year
20
Total assets (Part X, line 16)
.............
2,615,211
2,862,473
21
Total liabilities (Part X, line 26)
.............
401,582
366,087
22
Net assets or fund balances. Subtract line 21 from line 20
.....
2,213,629
2,496,386
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
2018-07-11
Signature of officer
Date
MARK MERKI
Treasurer
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Dan Tonn
Preparer's signature
Dan Tonn
Date
Check
if
self-employed
PTIN
P00002755
Firm's name
Hankins Eastup Deaton Tonn & Seay PC CPAS
Firm's EIN
75-1333383
Firm's address
PO BOX 977
DENTON
,
TX
762020977
Phone no.
(940) 387-8563
May the IRS discuss this return with the preparer shown above? (see instructions)
..........
Yes
No
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form
990
(2017)
Page 2
Form 990 (2017)
Page
2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III
..............
1
Briefly describe the organization’s mission:
THE MISSION OF UNITED WAY OF DENTON COUNTY, INC. (UWDC) IS TO IMPROVE LIVES IN DENTON COUNTY. UWDC STRIVES TO BE THE LEADER IN IDENTIFYING COMMUNITY ASSETS AND NEEDS TO PROVIDE SOLUTIONS - MAKING DENTON COUNTY A BETTER PLACE TO LIVE AND WORK.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ?
.....................
Yes
No
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services?
...........................
Yes
No
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a
(Code:
) (Expenses $
901,935
including grants of $
825,250
) (Revenue $
)
COMMUNITY INVESTMENT (PARTNER AGENCY GRANTS, AGENCY RELATIONS):NINTEEN AGENCIES SERVING DENTON COUNTY WERE PROVIDED WITH FUNDS TO MAINTAIN A "SAFETY NET" OF SERVICES FOR THOSE RESIDENTS MOST IN NEED. ALL AGENCIES THAT RECEIVED FUNDS PROVIDED SERVICES THAT FALL UNDER AT LEAST ONE OF THE FOLLOWING FOCUS AREAS:CHILDREN & FAMILIESVETERANSHOMELESS/HOUSINGHEALTH/MENTAL HEALTHFUNDING DECISIONS ARE BASED ON RECOGNIZED EXISTING AND EMERGING NEEDS IN DENTON COUNTY. THREE TEAMS OF COMMUNITY VOLUNTEERS REVIEWED THE COMMUNITY NEEDS ASSESSMENT AND EVALUATED PARTNER AGENCY PROGRAMMING, OUTCOMES AND FINANCIALS TO DETERMINE THE MOST EFFECTIVE USE OF FUNDS.FUNDING FOR THIS PROCESS COMES FROM UWDC'S ANNUAL FUNDRAISING CAMPAIGN WHICH IS CONDUCTED WITH THE HELP OF HUNDREDS OF LOCAL COMPANIES AND VOLUNTEERS. THE CAMPAIGN INCLUDES WORKPLACE AND INDIVIDUAL SOLICITATION AND CORPORATE DONATIONS AND SPONSORSHIPS. FUNDED PARTNER AGENCIES PARTICIPATE IN THIS PROCESS BY PROVIDING OUTCOME INFORMATION AND NUMBERS SERVED, PROVIDING SPEAKERS FOR PRESENTATIONS, AND CONDUCTING INTERNAL FUNDRAISING CAMPAIGNS WITHIN THEIR OFFICES. UWDC ALSO PROVIDES DONORS THE OPPORTUNITY TO DESIGNATE THEIR DONATIONS TO LOCAL AGENCIES. LOCAL AGENCIES MUST ANNUALLY VERIFY THEY ARE AN AGENCY IN GOOD STANDING AS AN IRS CODE SECTION 501(C)3 NON-PROFIT ORGANIZATIONS.DURING 2017-2018 FUNDING YEAR, UWDC WAS ABLE TO DISTRIBUTE A TOTAL OF $825,000 TO OUR 19 PARTNER AGENCIES.THROUGH THESE PARTNERSHIPS, UWDC PARTNER AGENCIES WERE ABLE TO ASSIST MORE THAN 85,000 INDIVIDUALS AND FAMILIES IN DENTON COUNTY IN 2017.IN ADDITION, UWDC HAS PROVIDED MANAGEMENT ASSISTANCE, TRAINING AND SUPPORTIVE SERVICES TO MANY LOCAL AGENCIES AND ORGANIZATIONS THAT SERVE DENTON COUNTY.UWDC CONDUCTED 10 TRAINING/NETWORKING MEETINGS FOR LOCAL FUNDED PARTNER AGENCIES THAT COVERED TOPICS SUCH AS COLLECTIVE IMPACT, PLANNED GIVING, ADVOCACY, COMMUNITY INITIATIVES AND COLLABORATION. THESE WERE ALL TOPICS THAT WERE REQUESTED NEEDS BY PARTNER AGENCY STAFF LEADERSHIP. PARTICIPATION RATES FOR THESE SERVICES BY OUR 19 PARTNER AGENCIES WERE 75%.
4b
(Code:
) (Expenses $
845,787
including grants of $
) (Revenue $
)
COMMUNITY CAPACITY BUILDING (PRE-K, MENTOR DENTON, SCHOOL BASED COMMUNITY CENTERS, VITA, BANK ON DENTON, DAY OF ACTION, DC CITIZEN'S COUNCIL ON MENTAL HEALTH):BECAUSE OF THE STRONG NETWORK OF PROGRAMS PROVIDED BY OUR COMMUNITY PARTNERS, UWDC IS ABLE TO WORK AS A COMMUNITY RESOURCE, FACILITATOR & COLLABORATOR IN MAKING COMMUNITY COLLABORATIONS & PROBLEM SOLVING. THIS WORK IS DRIVEN BY THE FOLLOWING PRINCIPALS:-MUST ALIGN WITHIN AT LEAST 1 OF OUR FOCUS AREAS: CHILDREN & FAMILIES, VETERANS, HOMELESS/HOUSING, HEALTH/MENTAL HEALTH-MUST ALIGN WITH OUR UWDC MISSION-MUST DEMONSTRATE A DEFINITE HEALTH & HUMAN SERVICE NEED IN THE COMMUNITY-RESULTS MUST BE MEASURABLELOCAL PARTNERSHIPS INCLUDE UNIVERSITIES, NONPROFITS, LOCAL GOVERNMENT, FAITH BASED ORGANIZATIONS, BUSINESSES & LOCAL SCHOOL DISTRICTS. SUMMARIES OUR MAJOR INITIATIVES/PROGRAMS ARE AS FOLLOWS:EDUCATION INITIATIVES & GRANTS:EARLY CHILDHOOD COALITIONIN JANUARY 2013 UNITED WAY OF DENTON COUNTY, IN PARTNERSHIP WITH THE DENTON INDEPENDENT SCHOOL DISTRICT AND THE CITY OF DENTON FORMED THE PRE-KINDERGARTEN COALITION & BEGAN WORKING ON A PLAN TO DISTRIBUTE THE "READY ROSIE" EARLY LEARNING RESOURCE TO THE COMMUNITY. IN 2016, THE PRE-KINDERGARTEN COALITION CHANGED ITS NAME TO THE "EARLY CHILDHOOD COALITION: SERVING THE NORTH TEXAS REGION" TO BE MORE INCLUSIVE OF THE EARLY CHILDHOOD POPULATION. ADDITIONALLY, THE COALITION DEVELOPED A MISSION STATEMENT - "TO ENGAGE & EMPOWER PARENTS, FAMILIES, PROFESSIONALS, & COMMUNITIES TO PROVIDE ENRICHED ENVIRONMENTS FOR ALL CHILDREN, BIRTH - 8 YEARS THROUGH: ADVOCACY; RESOURCES; & COMPREHENSIVE SERVICES" THE COALITION IS COMPOSED OF 3 WORKGROUPS: EDUCATING EDUCATORS (CHILD CARE)WORKGROUPS, COMMUITY OUTREACH WORKGROUP, & SCHOOL BASED CENTERS WORKGROUP. EDUCATING EDUCATORS IS CURRENTLY PROVIDING AFFORDABLE, QUALITY CEU OPPORTUNITIES FOR CHILD CARE WORKERS IN DENTON COUNTY AND THE SURROUNDING AREA AND IS WORKING TO DEVELOP A CHILD CARE CONFERENCE IN SPRING 2019. THE COMMUNITY OUTREACH TTEAM IS WORKING TO CREATE MESSAGING AND BRANDING AROUND HE COALITION, CONNECTING THE COALITION WITH PARENTS, CHILD CARE FACILITIES, AND HEALTH CARE PROVIDERS, AND IN PROMOTING AND DEVELOPING THE USE OF NORTHTEXASFAMILIES.ORG AS AN EARLY CHILDHOOD REFERRAL SOURSE FOR THE DENTON COMMUNITY. SCHOOL BASED COMMUNITY CENTERS BRIDGE THE GAP OF TRANSPORTATION TO RESOURCES FOR PARENTS OF YOUNG CHILDREN AND COMMUNITY MEMBERS IN THE AREA AT ANN WINDLE SCHOOL FOR YOUNG CHILDREN AND GONZALEZ SCHOOL FOR YOUNG CHILDREN.MENTOR DENTON:MENTOR DENTON STANDS OUT AS A COLLABORATIVE EFFORT BETWEEN UNITED WAY OF DENTON COUNTY, DENTON INDEPENDENT SCHOOL IDSTRICT, COMMUNITIEIS IN SCHOOLS, AND BIG BROTHERS BIG SISTERS. MENTOR DENTON RESPONDS TO DENTON COUNTY'S GROWING POPULATION OF AT RISK CHILDREN IN AN EFFORT TO COMMUNICATE AND PROMOTE TO THE COMMUNITY THE IMPORTANCE AND BENEFITS OF MENTORING. THE INITIATIVE IS MADE POPULAR BY ITS "ONE KID. ONE HOUR. ONE YEAR." SLOGAN.SCHOOL BASED COMMUNTIY CENTERS:SCHOOL BASED COMMUNITY CENTERS BRIDGE THE GAP OF TRANSPORTATION TO RESOURCES FOR PARENTS AND COMMUNITY MEMBERS IN THE NEIGHBORHOODS. AS A HUB FOR THE COMMUNITY, SCHOOL BASED COMMUNITY CENTERS IN DENTON COUNTY HAVE BEEN ACTIVE IN PROVIDING FREE IMMUNIZAITONS, HEALTH RESOURCES, COUNSELING CLASSES & FINANCIAL STABILITY RESOURCES. ADDITIONALLY, SCHOOL BASED COMMUNITY CENTERS ACT AS A COMFORTABLE & RECOGNIZABLE PLACE FOR COMMUNITY MEMBERS TO MEET, LEARN & VOLUNTEER. THERE ARE CURRENTLY THREE SCHOOL BASED COMMUNITY CENTERS IN DENTON COUNTY.FINANCIAL STABILITY:VITAVITA (VOLUNTEER INCOME TAX ASSISTANCE) IS AN IRS INITIATIVE TO HELP LOW AND MODERATELY-LOW INCOME TAXPAYERS E-FILE THEIR FEDERAL TAX REURNS IN AN ACCURATE AND TIMELY MANNER. IN DENTON COUNTY, UNITED WAY OF DENTON COUNTY HAS OPERATED VITA SITES SINCE 2008 TO HE PRESENT DAY WITH CONTINUOUS YEAR-TO-YEAR GROWTH IN PEOPLE HELPED AND NET REFUNDS RETURNED TO THE POCKETS OF DENTON COUNTY FAMILIES. IN SPRING 2018, TAX PREPARATION SITES ASSISTED TAXPAYERS IN AUBREY, DENTON, SANGER, CORINTH, LEWISVILLE, PILOT POINT AND LITTLE ELM. 40 UNITED WAY OF DENTON COUNTY VOLUNTEERS PREPARED 1,598 TAX RETURNS OVER 185 TAX PREPARATION SESSIONS PROVIDED AT 9 HOST SITES ACROSS DENTON COUNTY. THESE RETURNS NETTED $2.1 MILLION IN REFUNDS AND SAVED DENTON COUNTY FAMILIES AN ESTIMATED $433,058 IN TAX RETURN PREPARATION FEES.MENTAL HEALTH:DENTON COUNTY BEHAVIORAL HEALTH LEADERSHIP TEAM (DCBHLT)DCBHLT CONVENED ON JUNE 11, 2015 AS A RESULT OF THE FORMAL RECOMMENDATION MADE BY MEADOWS MENTAL HEALTH POLICY INSTITUTE TO ADVOCATE AND FACILITATE FOR SYSTEM LEVEL CHANGE IN THE BEHAVIORAL HEALTH SYSTEM IN DENTON COUNTY. THE RECOMMENDATION WAS MADE AFTER A YEAR OF FACT FINDING THROUGH THE DENTON COUNTY CITIZENS COUNCIL ON MENTAL HEALTH (DCCCMH).THE TEAM IS COMPRISED OF 36 APPOINTEES AND 3 EX OFFICIO MEMBERS SERVING TWO YEAR TERMS FORM: DENTON COUNTY COMMISSIONERS COURT, MUNICIPAL GOVERNMENT, HEALTH CARE PROVIDERS, HEALTH INSURANCE PROVIDERS, EDUCATIONAL INSTITUTIONS, LAW ENFORCEMENT, NON-PROFITS, HOUSING, AND OTHER COMMUNITY ORGANIZATIONS, IN ADDITION TO THREE EX-OFFICIOS WHO SERVE IN AN ADVISORY CAPACITY.THE PURPOSE OF THE DCBHLT IS TASKED TO CONVENE AS A POLICY MAKING TEAM TO IMPROVE THE PLANNING, COORDINATION, OVERSIGHT AND IMPLEMENTATION REQUIRED TO CREATE SYSTEMS CHANGE FOR BEHAVIORAL HEALTH SERVICES IN DENTON COUNTY.DCBHLT FUNCTIONS AS A QUASI-GOVERNMENTAL TEAM WITH GUIDING CHARTER AND BYLAWS UNDER THE BACKBONE OF UNITED WAY OF DENTON COUNTY INC. (UWDC) COLLECTIVE IMPACT MODEL.DCBHLT VISSION: COMPREHENSIVE BEHAVIORAL HEALTH FOR EVERY PERSON IN DENTON COUNTY.DCBHLT MISSION: THE DENTON COUNTY BEHAVIORAL HEALTH LEADERSHIP TEAM WILL ADVOCATE & FACILITATE A COLLABORATIVE PERSON-CENTERED BEHAVIORAL HEALTH SYSTEM TO REPAIR & RESTORE LIVES:-ENSURE BEHAVIORAL HEALTH SERVICES ARE AVAILABLE TO MEET THE NEEDS OF ALL-ASSESS DATA FOR CONTINUOUS OUTCOME MEASUREMENTS-PRIORITIZE DATA DRIVEN RECOMMENDATIONS-PROVIDE A CONTINUUM OF CARETHE DCBHLT CONSISTS OF 5 WORKGROUPS INCLUDING: CHILD AND FAMILY SYSEMS, JAIL DIVERSION, MENTAL HEALTH TREATMENT COURT, CONSUMER, AND VETERANS. WORKGROUPS MEET ON EITHER A MONTHLY OR EVERY OTHER MONTH BASIS TO ADDRESS CONCENTRATED SYSTEMS-LEVEL CHANGE AND GENERATE RECOMMENDATIONS FOR THE DCBHLT TO CONSIDER.MENTAL HEALTH INITIATIVE-VETERANSTHE VETERANS WORKGROUP APPLIED FOR THE HEALTH AND HUMAN SERVICES COMMISSION TEXAS VETERANS AND FAMILY ALLIANCE (TV+FA) PILOT PROGRAM GRANT. THE TEAM WAS AWARDED FUNDING IN JUNE 2016 AND ENDED IN AUGUST 2017. TWO DIRECT SERVICE, LMSW STAFF SERVE VETERANS AND THEIR FAMILIES THROUGH THEIR ROLE AT UWDC. THE VETERAN COMMUNITY NAVIGATOR TEAM, FUNDED THROUGH THE HHSC TV+FA GRANT, SURPASSED GRANT METRICS AND SERVED OVER 250 VETERANS AND THEIR FAMILIES DURING THE GRANTYEAR. THE PROGRAM IS CURRENTLY SUSTAINED THROUGH UWDC FUNDING, STAFFING 1 FTE AND 1 PT INTERN.THE VETERANS WORKGROUP APPLIED FOR THE HEALTH AND HUMAN SERVICES COMMISSION TEXAS VETERANS AND FAMILY ASSISTANCE (TV+FA)PHASE IIB GRANT. THE TEAM WAS AWARDED FUNDING IN JUNE 2017 AND IS SCHEDULED TO END MAY 31, 2018. THE PROGRAM OFFERS PREVENTATIVE SERVICES BY PROVIDING THE MILITARY MODULE OF MENTAL HEALTH FIRST AID TO VETERANS, THIER FAMILIES, AND COMMUNITIES. PARTICIPANTS ARE CONNECTED TO LOCAL AGENCIES THAT SERVICE VETERANS IN OUR COMMUNITY. THE GRANT FUNDED ONE PT VETERAN EDUCATION FACILITATOR.HOMELESSNESS:DENTON COUNTY HOMELESSNESS LEADERSHIP TEAMTHE DENTON COUNTY HOMELESSNESS LEADERSHIP TEAM (DCHLT) CONVENED ON MAY 5, 2016. THE TEAM IS A 22-MEMBER APPOINTED, QUASI-GOVERNMENTAL BODY TASKED WITH INCREASING ACCESS TO AFFORDABLE HOUSING AND IMPROVING THE COORDINATION OF HOMELESS SERVICES IN DENTON COUNTY. THE INITIATIVE GREW AS A RESULT OF DENTON MAYOR, CHRIS WATTS', HOUSING THE HOMELESS TASK FORCE. THE TASK FORCE CONVENED IN 2015 TO ADDRESS HOMELESSNESS IN THE CITY OF DENTON. RESULTING FROM THE TASK FORCE WAS THE ESTABLISHMENT OF A FULL-TIME COORDINATOR POSITION TO OVERSEE THE IMPROVEMENT AND INTEGRATION OF HOMELESSNESS SERVICES COUNTY-WIDE. THIS POSITION WAS PLACED AT THE UNITED WAY OF DENTON COUNTY FOR ITS COUNTY-WIDE REACH.THE DCHLT IS COMPRISED OF 23 APPOINTEES AND 4 EX OFFICIO MEMBERS SERVING TWO YEAR TERMS FORM: DENTON COUNTY COMMISSIONERS COURT, MUNICIPAL GOVERNMENT, HEALTH CARE PROVIDERS, HEALTH INSURANCE PROVIDERS, EDUCATIONAL INSTITUTIONS, LAW ENFORCEMENT, NON-PROFITS, HOUSING AND HOMELESSNESS AGENCIES, AND OTHER COMMUNITY ORGANIZATIONS, IN ADDITION TO FOUR EX-OFFICIOS WHO SERVE IN AN ADVISORY CAPACITY (FROM THE CITY OF DENTON, THE DENTON COUNTY HOMELESS COALITION AND THE UNITED WAY OF DENTON COUNTY).THE PURPOSE OF THE DCHLT IS TASKED TO CONVENE AS A PLICY MAKING TEAM TO IMPROVE THE PLANNING, COORDINATION, OVERSIGHT, AND IMPLEMENTATION REQUIRED TO CREATE SYSTEMS CHANGE, FOR BEHAVIORAL HEALTH SERVICES IN DENTON COUNTY. DCHLT FUNCTIONS AS A QUASI-GOVERNMENTAL TEAM WITH GUIDING CHARTER AND BYLAWS UNDER THE BACKBONE OF UWDC COLLECTIVE IMPACT MODEL.DCHLT VISION: EVERY PERSON IN DENTON
4c
(Code:
) (Expenses $
117,968
including grants of $
) (Revenue $
)
COMMUNITY EDUCATION (PROJECT BLUEPRINT, COMMUNITY NEEDS ASSESSMENT):COMMUNITY NEEDS ASSESSMENT:OUR COMMUNITY NEEDS ASSESSMENT IS A TOOL TO HELP PINPOINT UNMET NEEDS AND GAPS IN SERVICES FOR THE SHORT TERM IN DENTON COUNTY DUE IN PART TO THE CONSTANTLY CHANGING NATURE OF THE LOCAL AREA. POPULATION GROWTH, CHANGES IN AREA DEMOGRAPHICS AND THE LOCAL ECONOMY INFLUENCE AND OFTEN STRESS THE PUBLIC AND NONPROFIT HEALTH AND HUMAN SERVICES.OUTSIDE FACTORS ALSO HAVE A PROFOUND EFFECT IN DETERMINING THE LOCAL NEEDS. FEDERAL AND STATE GOVERNMENT CHANGES HAVE A MAJOR IMPACT ON COMMUNITY AGENCIES' ABILITIES TO PROVIDE THE NEEDED SERVICES AS WELL AS ON THE INDIVIDUALS WHO RECEIVE GOVERNMENTAL ASSISTANCE. THE RAPID POPULATION GROWTH OF THE COMMUNITY AND THE CONSTANTLY CHANGING GOVERNMENT FUNDING PRIORITIES REQUIRE REGULAR COMMUNITY ASSESSMENTS. THE COMMUNITY NEEDS ASSESSMENT PROVIDES ESSENTIAL INFORMATION TO DEVELOPE A LONG-TERM PLAN FOR HEALTH AND HUMAN SERVICES BASED ON SOCIO-ECONOMIC TRENDS AND LONG-STANDING HEALTH, HOUSING, AND HUMAN SERVICE ISSUES.IN THE FALL OF 2017, UNITED WAY OF DENTON COUNTY PUBLISHED AN UPDATED NEEDS ASSESSMENT FOR DENTON COUNTY, AND CONTINUES TO UPDATE THE DATA ON AN ANNUAL BASIS, OR AS NEW DATA BECOMES AVAILABLE. PROJECT BLUEPRINT:UNITED WAY OF DENTON COUNTY'S PROJECT BLUEPRINT:BOARD LEADERSHIP TRAINING PROGRAM IS DESIGNED TO TRAIN COMMUNITY VOLUNTEERS TO BECOME QUALIFIED, QUALITY BOARD MEMBERS OF NON-PROFIT ORGANIZATIONS IN DENTON COUNTY. THE TRAINING CONSISTS OF A SERIES OF MEETINGS WHERE THE FOLLOWING AREAS ARE TAUGHT:PARLIAMENTARY PROCEDURES, BOARD OPERATIONS & GOVERNANCE, BOARD DEVELOPMENT, STRATEGIC PLANNING, OUTCOME ASSESSMENT, RESOURCE DEVELOPMENT, MARKETING, ADVOCACY, AND FINANCE.EACH MODULE TAUGHT IS PRESENTED BY AN EXPERT IN THAT FIELD, WITH ATTENDANCE REQUIREMENTS AND GROUP EXERCISES. EACH GRADUATE OF PROJECT BLUEPRINT IS PLACED FOR SERVICE WITH UWDC OR INTRODUCED TO AN AGENCY THAT MATCHES THEIR INTERESTS AND PASSION. IN 2017 UWDC GRADUATED 19 COMMUNITY VOLUNTEERS FROM THIS PROGRAM.
4d
Other program services (Describe in Schedule O.)
(Expenses $
23,341
including grants of $
) (Revenue $
)
4e
Total program service expenses
1,889,031
Form
990
(2017)
Page 3
Form 990 (2017)
Page
3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?
If "Yes," complete Schedule A
.....................
1
Yes
2
Is the organization required to complete
Schedule B, Schedule of Contributors
(see instructions)?
...
2
Yes
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?
If "Yes," complete Schedule C, Part I
.............
3
No
4
Section 501(c)(3) organizations.
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?
If "Yes," complete Schedule C, Part II
..............
4
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?
If "Yes," complete Schedule C, Part III
.................
5
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?
If "Yes," complete Schedule D, Part I
..................
6
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures?
If "Yes," complete Schedule D, Part II
...
7
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets?
If "Yes," complete Schedule D, Part III
.............
8
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services?
If "Yes," complete Schedule D, Part IV
..............
9
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?
If "Yes," complete Schedule D, Part V
......
10
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.
...................
11a
Yes
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16?
If "Yes," complete Schedule D, Part VII
.......
11b
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16?
If "Yes," complete Schedule D, Part VIII
.......
11c
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16?
If "Yes," complete Schedule D, Part IX
............
11d
Yes
e
Did the organization report an amount for other liabilities in Part X, line 25?
If "Yes," complete Schedule D, Part X
11e
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)?
If "Yes," complete Schedule D, Part X
11f
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII
.................
12a
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year?
If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional
12b
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)?
If "Yes," complete Schedule E
13
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?
.....
14a
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?
If "Yes," complete Schedule F, Parts I and IV
.........
14b
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization?
If “Yes,” complete Schedule F, Parts II and IV
.....
15
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals?
If “Yes,” complete Schedule F, Parts III and IV
...
16
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e?
If "Yes," complete Schedule G, Part I
(see instructions)
....
17
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a?
If "Yes," complete Schedule G, Part II
............
18
Yes
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a?
If "Yes," complete Schedule G, Part III
...................
19
No
Form
990
(2017)
Page 4
Form 990 (2017)
Page
4
Part IV
Checklist of Required Schedules
(continued)
Yes
No
20a
Did the organization operate one or more hospital facilities?
If "Yes," complete Schedule H
....
20a
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1?
If “Yes,” complete Schedule I, Parts I and II
.....
21
Yes
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2?
If “Yes,” complete Schedule I, Parts I and III
........
22
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees?
If "Yes," complete Schedule J
.......................
23
No
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?
If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a
...............
24a
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?
...
24b
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
...............
24c
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?
...
24d
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations.
Did the organization engage in an excess benefit transaction with a disqualified person during the year?
If "Yes," complete Schedule L, Part I
............
25a
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ?
If "Yes," complete Schedule L, Part I
...................
25b
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?
If "Yes," complete Schedule L, Part II
................
26
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?
If "Yes," complete Schedule L, Part III
.........
27
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee?
If "Yes," complete Schedule L,
Part IV
........................
28a
No
b
A family member of a current or former officer, director, trustee, or key employee?
If "Yes," complete Schedule L, Part IV
.....................
28b
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?
If "Yes," complete Schedule L, Part IV
...
28c
No
29
Did the organization receive more than $25,000 in non-cash contributions?
If "Yes," complete Schedule M
..
29
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?
If "Yes," complete Schedule M
.............
30
No
31
Did the organization liquidate, terminate, or dissolve and cease operations?
If "Yes," complete Schedule N, Part I
.
31
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?
If "Yes," complete Schedule N, Part II
...........
32
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?
If "Yes," complete Schedule R, Part I
........
33
No
34
Was the organization related to any tax-exempt or taxable entity?
If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1
.........................
34
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)?
If "Yes," complete Schedule R, Part V, line 2
...
35b
36
Section 501(c)(3) organizations.
Did the organization make any transfers to an exempt non-charitable related organization?
If "Yes," complete Schedule R, Part V, line 2
.............
36
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?
If "Yes," complete Schedule R, Part VI
37
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19?
Note.
All Form 990 filers are required to complete Schedule O.
............
38
Yes
Form
990
(2017)
Page 5
Form 990 (2017)
Page
5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V
...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable
..
1a
3
b
Enter the number of Forms W-2G included in line 1a.
Enter -0-
if not applicable
.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?
..................
1c
Yes
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return
..................
2a
29
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note.
If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?
...
3a
No
b
If “Yes,” has it filed a Form 990-T for this year?
If “No” to line 3b, provide an explanation in Schedule O
...
3b
No
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?
..
4a
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?
..
5a
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T?
............
5c
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?
...
6a
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?
......................
6b
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?
....................
7a
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?
.....
7b
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?
.........................
7c
No
d
If "Yes," indicate the number of Forms 8282 filed during the year
....
7d
0
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
..
7f
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?
......................
7g
No
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?
..........................
7h
No
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?
.........................
8
No
9a
Did the sponsoring organization make any taxable distributions under section 4966?
...
9a
No
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?
...
9b
No
10
Section 501(c)(7) organizations.
Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12
...
10a
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
11
Section 501(c)(12) organizations.
Enter:
a
Gross income from members or shareholders
.........
11a
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.)
..........
11b
12a
Section 4947(a)(1) non-exempt charitable trusts.
Is the organization filing Form 990 in lieu of Form 1041?
12a
No
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
No
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans
....
13b
c
Enter the amount of reserves on hand
............
13c
14a
Did the organization receive any payments for indoor tanning services during the tax year?
.....
14a
No
b
If "Yes," has it filed a Form 720 to report these payments?
If "No," provide an explanation in Schedule O
..
14b
Form
990
(2017)
Page 6
Form 990 (2017)
Page
6
Part VI
Governance, Management, and Disclosure
For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines
8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI
..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
45
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
45
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee?
.................
2
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person?
.
3
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
...........................
4
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets?
.
5
No
6
Did the organization have members or stockholders?
................
6
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body?
....................
7a
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body?
...................
7b
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body?
.......................
8a
Yes
b
Each committee with authority to act on behalf of the governing body?
............
8b
Yes
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address?
If "Yes," provide the names and addresses in Schedule O
.......
9
No
Section B. Policies
(
This Section B requests information about policies not required by the Internal Revenue Code.
)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates?
............
10a
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
............................
11a
Yes
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990.
.....
12a
Did the organization have a written conflict of interest policy?
If "No," go to line 13
.......
12a
Yes
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts?
..........................
12b
Yes
c
Did the organization regularly and consistently monitor and enforce compliance with the policy?
If "Yes," describe in Schedule O how this was done
...................
12c
Yes
13
Did the organization have a written whistleblower policy?
...............
13
Yes
14
Did the organization have a written document retention and destruction policy?
.........
14
Yes
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official
...........
15a
Yes
b
Other officers or key employees of the organization
................
15b
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year?
......................
16a
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements?
............
16b
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filed
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
Own website
Another's website
Upon request
Other (explain in Schedule O)
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
UNITED WAY OF DENTON COUNTY
1314 TEASLEY LANE
DENTON
,
TX
76205
(940) 566-5851
Form
990
(2017)
Page 7
Form 990 (2017)
Page
7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII
..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a
Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
List all of the organization’s
current
officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.
List all of the organization’s
current
key employees, if any. See instructions for definition of "key employee."
List the organization’s five
current
highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.
List all of the organization’s
former
officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.
List all of the organization’s
former directors or trustees
that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.
List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
(1)
JO ANN BALLANTINE
......................................................................
CMP CO-CHAIR
0.50
.................
0.00
X
X
0
0
0
(2)
JOSH ASHFORD
......................................................................
Director
0.50
.................
0.00
X
0
0
0
(3)
LAURA BEHRENS
......................................................................
Director
0.50
.................
0.00
X
0
0
0
(4)
DERRELL BULLS PHD
......................................................................
Director
0.50
.................
0.00
X
0
0
0
(5)
JOHN CABRALES
......................................................................
Director
0.50
.................
0.00
X
0
0
0
(6)
ROBIN FOX
......................................................................
Director
0.50
.................
0.00
X
0
0
0
(7)
TIM HARRIS
......................................................................
Director
0.50
.................
0.00
X
0
0
0
(8)
DR RANDALL LANGSTON
......................................................................
Director
0.50
.................
0.00
X
0
0
0
(9)
RAY CROFF
......................................................................
CMP CO-CHAIR
0.50
.................
0.00
X
X
0
0
0
(10)
ASHLIE BAGLEY
......................................................................
Director
0.50
.................
0.00
X
0
0
0
(11)
MARIELLA CUDD
......................................................................
Director
0.50
.................
0.00
X
0
0
0
(12)
MARY CURTIS
......................................................................
Director
0.50
.................
0.00
X
0
0
0
(13)
MIKE BALL
......................................................................
Director
0.50
.................
0.00
X
0
0
0
(14)
NANCIE RODEMS
......................................................................
Director
0.50
.................
0.00
X
0
0
0
(15)
SHERI DRAGOO
......................................................................
Director
0.50
.................
0.00
X
0
0
0
(16)
LYLE DRESHER
......................................................................
BRD CHAIR
0.50
.................
0.00
X
X
0
0
0
(17)
ANDY EADS
......................................................................
Director
0.50
.................
0.00
X
0
0
0
Form
990
(2017)
Page 8
Form 990 (2017)
Page
8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
(continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
(18)
CHUCK ENGLE
........................................................................
Director
0.50
.......................
0.00
X
0
0
0
(19)
PATRICE FRISBY
........................................................................
Director
0.50
.......................
0.00
X
0
0
0
(20)
RICHARD GODOY
........................................................................
Director
0.50
.......................
0.00
X
0
0
0
(21)
DIRK MAIWALD
........................................................................
Director
0.50
.......................
0.00
X
0
0
0
(22)
LINDA HOLLOWAY
........................................................................
Director
0.50
.......................
0.00
X
0
0
0
(23)
LEE HOWELL
........................................................................
Director
0.50
.......................
0.00
X
0
0
0
(24)
JACKIE JACKSON
........................................................................
Director
0.50
.......................
0.00
X
0
0
0
(25)
KIT KING
........................................................................
Director
0.50
.......................
0.00
X
0
0
0
(26)
SHARON GARRETT
........................................................................
Director
0.50
.......................
0.00
X
0
0
0
(27)
BRANDON MCCLESKEY
........................................................................
BRD CHAIR-ELECT
0.50
.......................
0.00
X
X
0
0
0
(28)
ERNIE MCCRAW
........................................................................
Director
0.50
.......................
0.00
X
0
0
0
(29)
SHERRI MCDADE
........................................................................
Director
0.50
.......................
0.00
X
0
0
0
(30)
GLEN MCKENZIE
........................................................................
Director
0.50
.......................
0.00
X
0
0
0
(31)
JANIE MCLEOD
........................................................................
Director
0.50
.......................
0.00
X
0
0
0
(32)
MARK MERKI
........................................................................
Treasurer
0.50
.......................
0.00
X
X
0
0
0
(33)
BETTYE MYERS PHD
........................................................................
Secretary
0.50
.......................
0.00
X
X
0
0
0
(34)
MARK PULLAM
........................................................................
Director
0.50
.......................
0.00
X
0
0
0
(35)
ELLEN PAINTER
........................................................................
Director
0.50
.......................
0.00
X
0
0
0
(36)
ANDRE RHEAULT
........................................................................
Director
0.50
.......................
0.00
X
0
0
0
(37)
SCOTT SHERMAN
........................................................................
Director
0.50
.......................
0.00
X
0
0
0
(38)
GREGORY J SAWKO
........................................................................
PAST BRD CHAIR
0.50
.......................
0.00
X
X
0
0
0
(39)
PHOEBE HAMPTON
........................................................................
Director
0.50
.......................
0.00
X
0
0
0
(40)
JEFF WILLIAMS
........................................................................
Director
0.50
.......................
0.00
X
0
0
0
(41)
JAMIE WILSON
........................................................................
Director
0.50
.......................
0.00
X
0
0
0
(42)
MICAH PAZOURECK
........................................................................
CMP CHAIR-ELECT
0.50
.......................
0.00
X
X
0
0
0
(43)
RANDY ROBINSON
........................................................................
Director
0.50
.......................
0.00
X
0
0
0
(44)
PATRICIA SHERMAN
........................................................................
Director
0.50
.......................
0.00
X
0
0
0
(45)
DEBBIE SMATRESK
........................................................................
Director
0.50
.......................
0.00
X
0
0
0
(46)
GARY HENDERSON
........................................................................
CEO
40.00
.......................
0.00
X
107,000
0
0
(47)
VICKI SMITH
........................................................................
CFO
40.00
.......................
0.00
X
77,350
0
0
1b
Sub-Total
................
c
Total from continuation sheets to Part VII, Section A
....
d
Total (add lines 1b and 1c)
...........
184,350
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization
1
Yes
No
3
Did the organization list any
former
officer, director or trustee, key employee, or highest compensated employee on line 1a?
If "Yes," complete Schedule J for such individual
..............
3
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000?
If "Yes," complete Schedule J for such
individual
...........................
4
No
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization?
If "Yes," complete Schedule J for such person
........
5
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization
0
Form
990
(2017)
Page 9
Form 990 (2017)
Page
9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII
.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
1a
Federated campaigns
..
1a
b
Membership dues
..
1b
c
Fundraising events
..
1c
d
Related organizations
1d
e
Government grants (contributions)
1e
f
All other contributions, gifts, grants, and similar amounts not included above
1f
2,490,053
g
Noncash contributions included
in lines 1a-1f:$
h Total.
Add lines 1a-1f
.......
2,490,053
Business Code
2a
PROJECT BLUEPRINT
1,700
1,700
b
c
d
e
f
All other program service revenue .
g
Total.
Add lines 2a–2f
....
1,700
3
Investment income (including dividends, interest, and other
similar amounts)
......
4,239
4,239
4
Income from investment of tax-exempt bond proceeds
0
5
Royalties
...........
0
(ii) Personal
(i) Real
6a
Gross rents
b
Less: rental expenses
c
Rental income or (loss)
d
Net rental income or (loss)
......
0
(ii) Other
(i) Securities
7a
Gross amount from sales of assets other than inventory
b
Less: cost or other basis and sales expenses
c
Gain or (loss)
d
Net gain or (loss)
.....
0
8a
Gross income from fundraising events (not including $
of contributions reported on line 1c).
See Part IV, line 18
....
a
153,298
b
Less: direct expenses
...
b
93,638
c
Net income or (loss) from fundraising events
..
59,660
59,660
9a
Gross income from gaming activities.
See Part IV, line 19
...
a
b
Less: direct expenses
...
b
c
Net income or (loss) from gaming activities
..
0
10a
Gross sales of inventory, less
returns and allowances
..
a
b
Less: cost of goods sold
..
b
c
Net income or (loss) from sales of inventory
..
0
Business Code
Miscellaneous Revenue
11a
SERVICE FEES
35,481
35,481
b
c
d
All other revenue
....
e
Total.
Add lines 11a–11d
......
35,481
12
Total revenue.
See Instructions.
.....
2,591,133
37,181
63,899
Form
990
(2017)
Page 10
Form 990 (2017)
Page
10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).
Check if Schedule O contains a response or note to any line in this Part IX
..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service
expenses
(C)
Management and
general expenses
(D)
Fundraising
expenses
1
Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21
825,250
825,250
2
Grants and other assistance to domestic individuals. See Part IV, line 22
0
3
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16.
0
4
Benefits paid to or for members
0
5
Compensation of current officers, directors, trustees, and key employees
....
184,350
117,963
46,882
19,505
6
Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
....
0
7
Other salaries and wages
597,716
459,222
16,591
121,903
8
Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions)
....
36,630
25,910
3,561
7,159
9
Other employee benefits
.......
71,211
51,460
5,431
14,320
10
Payroll taxes
...........
59,516
43,800
4,855
10,861
11
Fees for services (non-employees):
a
Management
......
0
b
Legal
.........
0
c
Accounting
...........
17,200
11,845
2,520
2,835
d
Lobbying
...........
0
e
Professional fundraising services.
See Part IV, line 17
0
f
Investment management fees
......
0
g
Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)
59,700
59,700
12
Advertising and promotion
....
0
13
Office expenses
.......
80,683
59,659
6,770
14,254
14
Information technology
......
0
15
Royalties
..
0
16
Occupancy
...........
92,213
74,550
9,371
8,292
17
Travel
............
19,041
18,329
7
705
18
Payments of travel or entertainment expenses for any federal, state, or local public officials
.
0
19
Conferences, conventions, and meetings
....
10,337
5,956
88
4,293
20
Interest
...........
0
21
Payments to affiliates
.......
0
22
Depreciation, depletion, and amortization
..
45,098
38,333
2,255
4,510
23
Insurance
...
5,615
3,008
1,101
1,506
24
Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a
Equipment Rental & Maintenance
76,706
65,309
4,494
6,903
b
PRINTING
35,880
20,317
780
14,783
c
Dues
34,149
21,742
5,674
6,733
d
VETERANS PROGRAM EXPENSES
33,711
33,711
e
All other expenses
23,370
12,667
3,780
6,923
25
Total functional expenses.
Add lines 1 through 24e
2,308,376
1,889,031
114,160
305,185
26
Joint costs.
Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation.
Check here
if following SOP 98-2 (ASC 958-720).
Form
990
(2017)
Page 11
Form 990 (2017)
Page
11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX
..............
(A)
Beginning of year
(B)
End of year
1
Cash–non-interest-bearing
........
1,196,585
1
1,375,477
2
Savings and temporary cash investments
.........
1,043,335
2
966,294
3
Pledges and grants receivable, net
......
3
0
4
Accounts receivable, net
.............
9,436
4
44,566
5
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
.............
5
0
6
Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
..............
6
0
7
Notes and loans receivable, net
....
7
0
8
Inventories for sale or use
........
8
0
9
Prepaid expenses and deferred charges
......
24,897
9
13,422
10a
Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D
10a
446,506
b
Less: accumulated depreciation
10b
224,167
247,706
10c
222,339
11
Investments—publicly traded securities
.
11
0
12
Investments—other securities. See Part IV, line 11
.....
12
0
13
Investments—program-related. See Part IV, line 11
..
13
0
14
Intangible assets
...............
14
0
15
Other assets. See Part IV, line 11
...........
93,252
15
240,375
16
Total assets.
Add lines 1 through 15 (must equal line 34)
...
2,615,211
16
2,862,473
17
Accounts payable and accrued expenses
.....
251,582
17
216,087
18
Grants payable
...
18
19
Deferred revenue
.........
19
20
Tax-exempt bond liabilities
.........
20
21
Escrow or custodial account liability.
Complete Part IV of Schedule D
21
22
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons.
Complete Part II of Schedule L
..
22
23
Secured mortgages and notes payable to unrelated third parties
..
150,000
23
150,000
24
Unsecured notes and loans payable to unrelated third parties
..
24
25
Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24).
Complete Part X of Schedule D
25
26
Total liabilities.
Add lines 17 through 25
..
401,582
26
366,087
Organizations that follow SFAS 117 (ASC 958),
check here
and complete lines 27 through 29, and lines 33 and 34.
27
Unrestricted net assets
1,101,236
27
1,221,500
28
Temporarily restricted net assets
...........
1,112,393
28
1,274,886
29
Permanently restricted net assets
29
Organizations that do not follow SFAS 117 (ASC 958),
check here
and complete lines 30 through 34.
30
Capital stock or trust principal, or current funds
.....
30
31
Paid-in or capital surplus, or land, building or equipment fund
...
31
32
Retained earnings, endowment, accumulated income, or other funds
32
33
Total net assets or fund balances
...........
2,213,629
33
2,496,386
34
Total liabilities and net assets/fund balances
........
2,615,211
34
2,862,473
Form
990
(2017)
Page 12
Form 990 (2017)
Page
12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI
..............
1
Total revenue (must equal Part VIII, column (A), line 12)
............
1
2,591,133
2
Total expenses (must equal Part IX, column (A), line 25)
............
2
2,308,376
3
Revenue less expenses. Subtract line 2 from line 1
..............
3
282,757
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A))
..
4
2,213,629
5
Net unrealized gains (losses) on investments
...............
5
6
Donated services and use of facilities
.................
6
7
Investment expenses
.....................
7
8
Prior period adjustments
.....................
8
9
Other changes in net assets or fund balances (explain in Schedule O)
........
9
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
2,496,386
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII
.............
Yes
No
1
Accounting method used to prepare the Form 990:
Cash
Accrual
Other
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
Separate basis
Consolidated basis
Both consolidated and separate basis
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
Separate basis
Consolidated basis
Both consolidated and separate basis
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight
of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
No
b
If "Yes," did the organization undergo the required audit or audits?
If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Form
990
(2017)
Form 990 (2017)
Additional Data
Software ID:
17005038
Software Version:
2017v2.2
Form 990, Special Condition Description:
Special Condition Description