Form990
Click to see attachment
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 black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2010 and ending 12-31-2010
BCheck if applicable:
CName of organization
UNITED WAY OF GREATER ST JOSEPH
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
PO BOX 188
 
Room/suite
City or town, state or country, and ZIP + 4
ST JOSEPH, MO64502
D Employer identification number

44-0547802
E Telephone number

G Gross receipts $ 3,615,040
F Name and address of principal officer:
KYLEE STROUGH
PO BOX 188
ST JOSEPH,MO64502
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.STJOSEPHUNITEDWAY.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1975
M State of legal domicile: MO
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: THE MISSION OF THE UNITED WAY OF GREATER ST. JOSEPH IS TO IMPROVE LIVES THROUGH THE CARING POWER OF COMMUNITY. UNITED WAY ACCOMPLISHES THIS MISSION THROUGH SUPPORT TO THE PROGRAM SERVICES OF 19 LOCAL HEALTH AND HUMAN SERVICE AGENCIES AND THROUGH UNITED WAY'S OWN COMMUNITY INITIATIVES. THE EMPHASIS IN BOTH OF THESE APPROACHES IS TO FOCUS ON THE BUILDING BLOCKS OF A GOOD LIFE-EDUCATION, FINANCIAL STABILITY, AND HEALTH.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 32
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 32
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 15
6 Total number of volunteers (estimate if necessary) .... 6 550
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 0
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 3,766,265 3,352,873
9 Program service revenue (Part VIII, line 2g) ......... 53,575 57,523
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 45,923 50,826
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 65,604 64,902
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 3,931,367 3,526,124
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 2,628,024 2,512,379
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 427,973 412,290
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet122,826    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 311,273 273,775
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 3,367,270 3,198,444
19 Revenue less expenses. Subtract line 18 from line 12...... 564,097 327,680
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 8,203,201 8,758,686
21 Total liabilities (Part X, line 26)............ 2,809,989 2,730,470
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 5,393,212 6,028,216
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
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: THE MISSION OF THE UNITED WAY OF GREATER ST. JOSEPH IS TO IMPROVE LIVES THROUGH THE CARING POWER OF COMMUNITY.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
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? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts 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 $ 2,495,443 including grants of $ 2,495,443 ) (Revenue $   )
ALLOCATED SERVICESUNITED WAY FUNDING PRIMARILY SUPPORTS THE DIRECT CLIENT SERVICES RELATED TO EDUCATION, FINANCIAL STABILITY, AND HEALTH THAT ARE DELIVERED THROUGH UNITED WAY'S 19 LOCAL PARTNER AGENCIES. AMONG THE ACHIEVEMENTS IN 2010 WERE:EDUCATION - OVER 1,800 CHILDREN ATTENDED PRESCHOOLS AND CHILD CARE AT UNITED WAY PARTNER AGENCIESFINANCIAL STABILITY - 11,648 CONTACTS WERE MADE TO HELP SPECIAL NEEDS CLIENTS SECURE NEEDED SERVICES. 99% OF THE 467 HOUSEHOLDS FACING FORECLOSURE, EVICTION, OR UTILITY DISCONNECTION WERE SUCCESSFUL IN REMAINING IN THEIR HOMES.96% OF 597 PEOPLE IN CRISIS WHO WERE SEEKING HELP WITH BILL PAYMENT SUCCESSFULLY COMPLETED BUDGET COUNSELING TO GET THROUGH THEIR CRISIS.HEALTH - 78,154 MOBILE MEALS WERE DELIVERED TO HOMEBOUND SENIOR CITIZENS IN 2010. NOT ONLY WERE THESE MEALS A SOURCE OF BALANCED NUTRITION, BUT THE AVAILABILITY AND DELIVERY OF THESE MEALS RESULT IN SENIORS MAINTAIN THEIR HEALTH AND BEING ABLE TO STAY IN THEIR HOMES LONGER.IN ADDITION TO THE PROGRAM SERVICES DESCRIBED ABOVE, UNITED WAY ALSO PROVIDED SUPPORT TO ADDRESS A NUMBER OF IDENTIFIED HEALTH-RELATED NEEDS, INCLUDING DENTAL CARE FOR CHILDREN ON MEDICAID AND FOR LOW-INCOME ADULTS, GLUCOSE TESTING STRIPS FOR LOW-INCOME PATIENTS WITH DIABETES, CASE MANAGEMENT SERVICES FOR FORMERLY HOMELESS WOMEN, MOBILE MEAL DELIVERY TO SENIOR ADULTS, AND EXPANSION OF THE BACKPACK BUDDIES PROGRAM.
4b (Code:   ) (Expenses $ 275,105 including grants of $ 16,936 ) (Revenue $ 37,130 )
I. UNITED WAY FINANCIAL STABILITYUNITED WAY BEGAN THE FINANCIAL STABILITY INITIATIVE IN 2009 TO SUPPORT INDIVIDUALS AND FAMILIES AS THEY WORK TO IMPROVE THEIR PERSONAL ECONOMIC AND FINANCIAL STABILITY. COMMUNITY LEADERS FROM ALL SECTORS COLLABORATE TO FOCUS ON THREE MAIN ASPECTS: FINANCIAL EDUCATION, INCREASING THE NUMBER OF PEOPLE UTILIZING FREE TAX PREPARATION SERVICES, AND POLICIES AND REGULATIONS THAT PREVENT PEOPLE FROM MOVING OUT OF POVERTY. IN PARTNERSHIP WITH OTHER COMMUNITY ENTITIES, THE INITIATIVE LAUNCHED AN AFTER SCHOOL FINANCIAL PROGRAM FOR ELEMENTARY STUDENTS. OVER 80 STUDENTS HAVE PARTICIPATED IN THE PROGRAM AND COLLECTIVELY SAVED OVER $2,600 IN THEIR VERY OWN SAVINGS ACCOUNTS.II. UNITED WAY LEADERSHIP ST. JOSEPH UNITED WAY LEADERSHIP ST. JOSEPH COMPLETED ITS 28TH YEAR OF DEVELOPING VOLUNTEER LEADERS BY OFFERING HANDS-ON OPPORTUNITIES TO IMPLEMENT COMMUNITY PROJECTS. THE TWENTY-EIGHT MEMBERS OF THE 2010 CLASS DEVELOPED PROGRAM PROPOSALS THAT ADDRESSED A NUMBER OF COMMUNITY NEEDS INCLUDING ENCOURAGING READING IN LOCAL PARKS, COLLECTING AND DISTRIBUTING USED SPORTING EQUIPMENT REOPENING THE COMMUNITY EARLY CARE AND EDUCATION RESOURCE CENTER AND IDENTIFYING STRATEGIES FOR THE YMCA TO USE A GRANT THEY HAD RECEIVED. LEADERSHIP PARTICIPANTS ALSO SERVED AS REVIEWERS FOR HEALTH FUND GRANTS.III. UNITED WAY PROFIT IN EDUCATIONWHEN UNITED WAY PROFIT IN EDUCATION INITIATIVE WAS CREATED 20 YEARS AGO, THE LOCAL HIGH SCHOOL DROPOUT RATE STOOD AT OVER 26 PERCENT. UNITED WAY PROFIT IN EDUCATION HAS CONTRIBUTED TO A SIGNIFICANT IMPROVEMENT IN GRADUATION RATES, WITH THAT RATE REMAINING AT ABOUT 88 PERCENT FOR THE PAST SEVERAL YEARS - THE BEST GRADUATION PERFORMANCE FOR ANY URBAN AREA IN MISSOURI. THE LATEST STRATEGIC PLAN CALLED FOR RENEWED EFFORTS TO KEEP KIDS IN SCHOOL, A GOAL THAT RECEIVED A BOOST BY THE RECEIPT OF A $100,000 GRANT FROM AT&T IN AN EARLIER YEAR. THIS GRANT FUNDED A PROJECT THAT BEGAN IN 2009 AND CONTINUED IN 2010 TO ENGAGE NINTH-GRADE STUDENTS IN APPLIED LEARNING EXPERIENCES TO IMPROVE THEIR CHANCES OF ON-TIME GRADUATION AND OF DEVELOPING THE SKILLS NEEDED FOR SUCCESSFUL TRANSITION TO THE WORKFORCE. IV. UNITED WAY SUCCESS BY 6A CHILD'S PROSPECTS FOR SUCCESS IN SCHOOL AND IN LIFE ARE RELATED TO EARLY EXPERIENCES THAT FOSTER INTELLECTUAL, EMOTIONAL, AND SOCIAL ABILITIES. AMONG UNITED WAY'S MOST IMPORTANT ACCOMPLISHMENTS HAS BEEN THE IMPROVEMENT IN LOCAL CHILDCARE PROGRAMS. WHEN UNITED WAY LAUNCHED A SUCCESS BY 6 INITIATIVE THERE WAS ONLY ONE ACCREDITED CHILDCARE CENTER IN THE COMMUNITY. TODAY THERE ARE 8. UNITED WAY HAS ALSO PILOTED A QUALITY RATING SYSTEM FOR CHILDCARE PROVIDERS, WITH 21 CENTERS PARTICIPATING IN THE IMPROVEMENT EFFORT THAT HAS AN IMPACT ON THE LIVES OF SOME 800 CHILDREN EACH YEAR. ONE OF THE WAYS UNITED WAY AND THE ST. JOSEPH SCHOOL DISTRICT COOPERATES IS THROUGH, KINDERGARTEN JUMPSTART, A PROGRAM THAT HELP CHILDREN WHO SCORE BELOW THEIR PEERS IN PRE-K SCREENING TESTS TO ACQUIRE SKILLS FOR SUCCESSFUL ENTRY INTO SCHOOL. V. UNITED WAY VOLUNTEER CENTERUNITED WAY LAUNCHED THE UNITED WAY VOLUNTEER CENTER IN 2009. UNITED WAY'S VOLUNTEER CENTER SERVES AS A CENTRAL RESOURCE FOR THE COMMUNITY, INDIVIDUALS, AND ORGANIZATIONS FOR ALL VOLUNTEERISM NEEDS. IT PROMOTES VOLUNTEERISM AS A MEANS OF FOSTERING INCREASED CITIZEN INVOLVEMENT AND ENGAGEMENT WITH NON-PROFIT ORGANIZATIONS TO ENHANCE PROVIDED HUMAN SERVICES THAT WILL RESULT IN A HEALTHIER, BETTER EDUCATED AND FINANCIALLY SECURE COMMUNITY. THE VOLUNTEER CENTER MATCHED VOLUNTEERS WITH VOLUNTEER NEEDS DURING THE COURSE OF THE YEAR. MOST NOTABLY, DURING THE STUFF THE BUS! EVENT, THE VOLUNTEER CENTER COORDINATED THE INVOLVEMENT OF 200 COMMUNITY MEMBERS AND THE COLLECTION OF SCHOOL SUPPLIES THAT THE SALVATION ARMY DISTRIBUTED TO CHILDREN IN NEED. OVER 900 BACKPACKS WERE FILLED WITH SUPPLIES.
4c (Code:   ) (Expenses $ 53,644 including grants of $   ) (Revenue $   )
COMMUNICATIONSIT TAKES STRONG COMMUNITY SUPPORT TO PRODUCE THE LEVEL OF PROGRAM ACHIEVEMENTS (LISTED UNDER 4A), AND SUSTAINING THAT SUPPORT REQUIRES AN ACTIVE COMMUNICATIONS EFFORT. UNITED WAY LETS DONORS AND THE GENERAL PUBLIC KNOW ABOUT THE ORGANIZATION'S ACCOMPLISHMENTS THROUGH PRINTED MATERIALS (INCLUDING AN ANNUAL REPORT), E-NEWSLETTERS, WEB SITE, VIDEO PRODUCTIONS, MEDIA OUTREACH, AND SPECIAL EVENTS. IN 2010, GENEROUS IN-KIND CONTRIBUTIONS OF OVER $85,921 ENABLED UNITED WAY TO PROVIDE INFORMATION AT THE LOWEST POSSIBLE COST.
(Code:   ) (Expenses $ 113,082 including grants of $   ) (Revenue $ 20,393 )
OTHER PROGRAMS CONTRIBUTE TO THE OVERALL EFFECTIVENESS OF UNITED WAY IN ADDRESSING COMMUNITY NEEDS.I.PLANNING AND ALLOCATIONSTHE COMMUNITY INVESTMENT PROCESS, IN WHICH SOME 60 VOLUNTEERS WORK TO ENSURE THE MOST EFFECTIVE USE OF DONATED DOLLARS, IS AT THE HEART OF ACCOUNTABILITY FOR UNITED WAY. IN MAKING ALLOCATIONS RECOMMENDATIONS, THE VOLUNTEERS FOCUS ON SUPPORT FOR PROGRAMS THAT GET RESULTS. IN ADDITION TO THE ACCOMPLISHMENTS LISTED UNDER ALLOCATED SERVICES ON 4A, COMMUNITY INVESTMENT FUNDS IN 2010 ENABLED AREA MINISTERS FOR CHRIST TO CONTINUE SERVING A FREE NIGHTLY MEAL AT THE VALLEY FOOD KITCHEN, COMMUNITY MISSIONS CORPORATION TO PROVIDE HOUSING TO HOMELESS MEN DURING WINTER MONTHS, THE YWCA & SALVATION ARMY TO ASSIST FAMILIES IN FINDING PERMANENT, STABLE SHELTER, AND SECOND HARVEST TO EXPAND THE BACKPACK BUDDIES PROGRAM. II. COMMUNITY BUILDINGUNITED WAY SERVES AS A CATALYST FOR SOLVING PROBLEMS IN THE COMMUNITY, AND STAFF MEMBERS TAKE ACTIVE ROLES IN COMMUNITY NETWORKS, SUCH AS THE BUCHANAN COUNTY TOURISM BOARD, THE CHAMBER OF COMMERCE, COMMUNITY ALLIANCE, CONTINUUM OF CARE, HEARTLAND HEALTH ETHICS COMMITTEE, THE COORDINATING BOARD OF EARLY CHILDHOOD, EMPLOYMENT COALITION, HEALTHY COMMUNITIES INVESTOR COUNCIL, KIWANIS, MISSOURI STATE COMPLETE COUNTS COMMITTEE, MISSOURI WESTERN BOARD OF GOVERNORS, MY SUCCESS EVENT, THE P-20 COUNCIL, ROTARY CLUB #32, AND YOUNG EXECUTIVES NETWORK. UNITED WAY'S UNMET NEEDS COMMITTEE BRINGS TOGETHER REPRESENTATIVES OF NOT-FOR-PROFIT, FAITH-BASED, AND GOVERNMENT AGENCIES TO HELP IN CASES OF EXTREME NEED. THROUGH A COOPERATIVE APPROACH AND CAREFUL USE OF RESOURCES, THE COMMITTEE RESPONDED TO SUCH NEEDS AS CAR REPAIRS WHICH ALLOWED THE OWNERS TO DRIVE TO WORK AND PRESCRIPTION MEDICINE FOR A NEWLY UNINSURED, LAID OFF WORKER.
4d Other program services. (Describe in Schedule O.)
(Expenses $ 113,082 including grants of $   ) (Revenue $ 20,393 )
4e Total program service expensesMediumBullet$ 2,937,274
Form 990 (2010)
Form 990 (2010)
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 AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
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? 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
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where 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 IClick to see attachment.......................
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 IIClick to see attachment...
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 Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; 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 IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
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, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
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.Click to see attachment
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.Click to see attachment
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.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
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.Click to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
Yes
 
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, XII, and XIII is optional Click to see attachment
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, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
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
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 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....
20b
 
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, questions 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 questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
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
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) 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
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? 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 a grant selection committee member, or to a person related to such an individual? 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 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 MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I........................... Click to see attachment
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, Parts II, III, IV, and V, line 1.....................
34
 
No
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
 
No
a
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...
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 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
5
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
 
 
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
15
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,” provide an explanation in Schedule O.....
3b
 
 
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 or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
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?..........
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
 
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
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
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
 
 
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. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate 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 aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
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 to any question 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
32
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
32
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
Yes
 
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
Does the organization have members or stockholders? ................
6
Yes
 
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
Yes
 
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
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
 
No
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
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a 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 the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does 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 a or b, 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,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken 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 filedMediumBullet
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 make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
KYLEE STROUGH
118 S 5TH
ST JOSEPH,MO64502
(816) 364-2381
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question 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.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet 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.

RoundBullet 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.

RoundBullet 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 organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(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
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) CLINTON GEORGE
BOARD MEMBER
 1.00 X           0 0 0
(2) DILLON PAT
BOARD MEMBER
 2.00 X           0 0 0
(3) DORITY MATTHEW
BOARD MEMBER
 1.00 X           0 0 0
(4) EHLERT TODD
BOARD MEMBER
 1.00 X           0 0 0
(5) ELLIS DR WILLIAM
BOARD MEMBER
 1.00 X           0 0 0
(6) JOHNSON BEERY
BOARD MEMBER
 1.00 X           0 0 0
(7) LISTAU CHRIS
BOARD MEMBER
 1.00 X           0 0 0
(8) MCANALLY BRAD
BOARD MEMBER
 1.00 X           0 0 0
(9) MCCLATCHEY TERRY
BOARD MEMBER
 1.00 X           0 0 0
(10) MORGAN TYLER
BOARD MEMBER
 1.00 X           0 0 0
(11) MURPHY MICHAEL
BOARD MEMBER
 1.00 X           0 0 0
(12) PRITCHETT ROBERT L
BOARD MEMBER
 1.00 X           0 0 0
(13) RICHMOND TOM
BOARD MEMBER
 1.00 X           0 0 0
(14) RYAN AMY
BOARD MEMBER
 1.00 X           0 0 0
(15) SEVERN BILL
BOARD MEMBER
 2.00 X           0 0 0
(16) SHEARIN HEATHER
BOARD MEMBER
 1.00 X           0 0 0
(17) SIPE DICK
BOARD MEMBER
 1.00 X           0 0 0
Form 990 (2010)
Form 990 (2010)
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 (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(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
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) STEELE DARREN
BOARD MEMBER
 1.00 X           0 0 0
(19) STEIN ADAM
BOARD MEMBER
 1.00 X           0 0 0
(20) TITCOMB BILL
BOARD MEMBER
 1.00 X           0 0 0
(21) VEALE MIKE
BOARD MEMBER
 1.00 X           0 0 0
(22) VARTABEDIAN DR ROBERT
BOARD MEMBER
 1.00 X           0 0 0
(23) WALKER HEIDI
BOARD MEMBER
 1.00 X           0 0 0
(24) YOUNG TONY
BOARD MEMBER
 1.00 X           0 0 0
(25) MEIERHOFFER TODD
CAMPAIGN CHAIR
 3.00 X   X       0 0 0
(26) KRETZINGER CURT
CHAIR
 3.00 X   X       0 0 0
(27) CAROLUS BRETT
COMMUNITY INITIATIVES & PROGRAMS
 2.00 X   X       0 0 0
(28) JARRETT CHERYL
COMMUNITY INVESTMENT CO-CHAIR
 2.00 X   X       0 0 0
(29) MARTIN ROGER
COMMUNITY INVESTMENT CO-CHAIR
 2.00 X   X       0 0 0
(30) WOLLENMAN BOB
SECRETARY
 2.00 X X X       0 0 0
(31) O'RILEY SEANN
TREASURER
 2.00 X   X       0 0 0
(32) CONNALLY CHIEF CHRIS
VICE CHAIR
 3.00 X   X       0 0 0
(33) STROUGH KYLEE
PRESIDENT
 50.00     X       57,880 0 11,377
(34) SHIELDS BRENDA
PRESIDENT
 50.00     X       53,767 0 4,638
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 111,647 0 16,015
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet0
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.
(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 $100,000 in compensation from the organization MediumBullet0
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a 43,640
b Membership dues....1b  
c Fundraising events....1c 10,440
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		3,298,793
g Noncash contributions included in lines 1a-1f:$ 21,708
h Total. Add lines 1a-1f.......MediumBullet 3,352,873
Program Service Revenue Business Code
2a LEADERSHIP PROGRAMS 611,430 31,430 31,430    
b REVENUE FROM SERVICES 611,710 17,856 17,856    
c PROFIT IN EDUCATION 611,710 5,700 5,700    
d STUFF THE BUS 611,710 2,537 2,537    
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 57,523
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 113,010     113,010
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet        
(i) Real (ii) Personal
6a Gross Rents 66,070  
b Less: rental expenses    
c Rental income or (loss) 66,070  
d Net rental income or (loss).......MediumBullet 66,070     66,070
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 14,483  
b Less: cost or other basis and sales expenses 76,667  
c Gain or (loss) -62,184  
d Net gain or (loss)..........MediumBullet -62,184     -62,184
8a Gross income from fundraising events (not including
$ 10,440
of contributions reported on line 1c). See Part IV, line 18 ...
a 11,043
b Less: direct expenses ...b 12,249
c Net income or (loss) from fundraising events..MediumBullet -1,206   -1,206
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...MediumBullet        
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..MediumBullet        
Miscellaneous Revenue Business Code
11a MISCELLANEOUS 900,099 38     38
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 38
12 Total revenue. See Instructions....MediumBullet 3,526,124 57,523 0 115,728
Form 990 (2010)
Form 990 (2010)
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) but are not required to complete columns (B), (C), and (D).
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 governments and organizations in the U.S. See Part IV, line 21 2,495,443 2,495,443
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 16,936 16,936
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 127,662 70,214 35,746 21,702
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 234,708 147,881 34,651 52,176
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 7,535 4,418 1,939 1,178
9 Other employee benefits ....... 14,797 8,150 4,119 2,528
10 Payroll taxes ........... 27,588 15,827 7,384 4,377
11 Fees for services (non-employees):        
a Management ...... 60 35 20 5
b Legal ......... 25 15 8 2
c Accounting ........... 20,370 12,244 7,075 1,051
d Lobbying ...........        
e Professional fundraising. See Part IV, line 17..    
f Investment management fees ...... 1,607 949 536 122
g Other .......... 13,108 7,742 4,372 994
12 Advertising and promotion .... 14,474 6,578 295 7,601
13 Office expenses ....... 5,552 3,226 611 1,715
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 26,982 15,270 6,610 5,102
17 Travel ............ 3,092 1,535 923 634
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 12,595 11,124 402 1,069
20 Interest ...........        
21 Payments to affiliates ....... 36,600 20,130 10,248 6,222
22 Depreciation, depletion, and amortization ..... 30,114 17,009 8,154 4,951
23 Insurance ..............        
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a PARENT AWARENESS MATERI 24,658 24,658    
b SOCIAL AND EMOTIONAL DE 20,901 20,901    
c MISCELLANEOUS 15,160 7,113 4,712 3,335
d AWARDS (NON ASSISTANCE) 10,742 10,742    
e EQUIPMENT RENT AND MAIN 9,696 2,336 6,682 678
f All other expenses 28,039 16,798 3,857 7,384
25 Total functional expenses. Add lines 1 through 24f 3,198,444 2,937,274 138,344 122,826
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation 		       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 864,695 1 926,536
2 Savings and temporary cash investments ....... 1,175,000 2 1,268,566
3 Pledges and grants receivable, net ......... 2,896,082 3 2,822,480
4 Accounts receivable, net .........   4  
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges ............ 3,986 9 5,986
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 829,568
b Less: accumulated depreciation. ..... 10b 301,302 405,777 10c 528,266
11 Investments—publicly traded securities .......... 2,853,596 11 3,199,681
12 Investments—other securities. See Part IV, line 11 ......   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ......... 992 14  
15 Other assets. See Part IV, line 11 ........... 3,073 15 7,171
16 Total assets. Add lines 1 through 15 (must equal line 34)... 8,203,201 16 8,758,686
Liabilities 17 Accounts payable and accrued expenses . 2,807,989 17 2,730,470
18 Grants payable ..........   18  
19 Deferred revenue .......... 2,000 19  
20 Tax-exempt bond liabilities ..........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 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 ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D.....   25  
26 Total liabilities. Add lines 17 through 25..... 2,809,989 26 2,730,470
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 2,958,212 27 3,164,157
28 Temporarily restricted net assets ..... 741,910 28 959,019
29 Permanently restricted net assets ..... 1,693,090 29 1,905,040
Organizations that do not follow SFAS 117, check here MediumBullet 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 ..... 5,393,212 33 6,028,216
34 Total liabilities and net assets/fund balances ..... 8,203,201 34 8,758,686
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
3,526,124
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
3,198,444
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
327,680
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
5,393,212
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
307,324
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
6,028,216
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
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
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 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?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
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 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
UNITED WAY OF GREATER ST JOSEPH
 
Employer identification number

44-0547802
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 3,476,433 5,460,901 3,839,142 3,488,716 3,352,873 19,618,065
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3.. 3,476,433 5,460,901 3,839,142 3,488,716 3,352,873 19,618,065
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.           19,618,065
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4.. 3,476,433 5,460,901 3,839,142 3,488,716 3,352,873 19,618,065
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 130,810 78,865 102,393 90,376 179,080 581,524
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..         11,081 11,081
11 Total support (Add lines 7 through 10).           20,210,670
12
12
315,591
13
Section C. Computation of Public Support Percentage
14
14
97.070 %
15
15
95.200 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS FUNDRAISING REVENUE MISCELLANEOUS
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
UNITED WAY OF GREATER ST JOSEPH
 
Employer identification number

44-0547802
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
UNITED WAY OF GREATER ST JOSEPH
  		Employer identification number

44-0547802
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
UNITED WAY OF GREATER ST JOSEPH
  		Employer identification number

44-0547802
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
UNITED WAY OF GREATER ST JOSEPH
  		Employer identification number

44-0547802
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
UNITED WAY OF GREATER ST JOSEPH
 
Employer identification number

44-0547802
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 2,168,256 1,789,634  
b Contributions ........ 265,370 260,650  
c Investment earnings or losses ... 244,117 117,972  
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........ 		     
f Administrative expenses ....      
g End of year balance ...... 2,677,743 2,168,256  
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet23.420 %
b
Permanent endowment: SchDMd Bullet70.760 %
c
Term endowment: SchDMd Bullet5.820 %
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   33,400 33,400
b Buildings ................   743,961 277,114 466,847
c Leasehold improvements ............        
d Equipment ................   52,207 24,188 28,019
e Other .................       0
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 528,266
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes  








Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 3,526,124
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 3,198,444
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 327,680
4 Net unrealized gains (losses) on investments .......................... 4 307,323
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7 1
8 Other (Describe in Part XIV) ................................. 8  
9 Total adjustments (net). Add lines 4 - 8 ............................. 9 307,324
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 635,004
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 3,937,128
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 307,323
b Donated services and use of facilities ......... 2b 103,681
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d ..................... 2e 411,004
3 Subtract line 2e from line 1..................... 3 3,526,124
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV): ........... 4b  
c Add lines 4a and 4b....................... 4c 0
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5 3,526,124
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 3,302,125
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 103,681
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d...................... 2e 103,681
3 Subtract line 2e from line 1..................... 3 3,198,444
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV): ............ 4b  
c Add lines 4a and 4b....................... 4c 0
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5 3,198,444
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE UNITED WAY OF GREATER ST. JOSEPH HAS TWO PERMANENTLY RESTRICTED ENDOWMENT FUNDS. ONE ENDOWMENT IS FOR THE OPERATION OF THE ORGANIZATION. THE SECOND ENDOWMENT, THE SUCCESS BY 6 ENDOWMENT WILL BE USED TO FUND PROGRAMS AND SERVICES TO ENSURE THAT ALL CHILDREN AND HEALTHY AND READY TO ENTER KINDERGARTEN.
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE G
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,
or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
UNITED WAY OF GREATER ST JOSEPH
 
Employer identification number

44-0547802
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

CAMPAIGN DINNERS
(event type) 		(b) Event #2

 
(event type) 		(c) Other Events

  
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 21,483     21,483
2 Less: Charitable
contributions . . . 		10,440     10,440
3 Gross income (line 1
minus line 2) . . . 		11,043     11,043
VerticalDirectExpenses 4 Cash prizes . . .        
5 Non-cash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages . . 9,669     9,669
8 Entertainment . . .        
9 Other direct expenses . 2,580     2,580
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 12,249
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow -1,206
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ...........................
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
Schedule G (Form 990 or 990-EZ) 2010
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
UNITED WAY OF GREATER ST JOSEPH
 
Employer identification number
44-0547802
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) AMERICAN RED CROSS401 NORTH 12TH STREET
ST JOSEPH,MO64501 		44-0545909 501C3 237,068       DONOR DESIGNATED FOR GS AND GENERAL OPERATING COST
(2) AREA MINISTER FOR CHRIST909 W VALLEY
ST JOSEPH,MO64504 		43-1429867 501C3 20,000       FOOD PANTRY
(3) BARTLETT CENTER409 SOUTH 18TH
ST JOSEPH,MO64501 		23-7116216 501C3 25,851       PROGRAM OPERATING COST AND DONOR DESIGNATED FOR GS
(4) BIG BROTHERS AND BIG SISTERS1202 S 28TH ST
ST JOSEPH,MO64507 		43-6068464 501C3 20,000       GENERAL OPERATING
(5) BOY SCOUTS-PONY EXPRESS COUNCIL1704 BUCKINGHAM
ST JOSEPH,MO64506 		44-0546279 501C3 119,240       DONOR DESIGNATED FOR GS AND GENERAL OPERATING COST
(6) CATHOLIC CHARITIES902 EDMOND SUITE 204
ST JOSEPH,MO64501 		43-0887779 501C3 95,223       DONOR DESIGNATED FOR GS, GENERAL OPERATING COST AND HOME PLUS PROGRAM
(7) CHILDREN'S MERCY HOSPITAL2401 GILLHAM ROAD
KANSAS CITY,MO64108 		44-0605373 501C3 8,190       DONOR DESIGNATED FOR GS
(8) COMMUNITY MISSIONS CORP700 OLIVE STREET
ST JOSEPH,MO64501 		90-0180479 501C3 22,908       DONOR DESIGNATED FOR GS, GENERAL OPERATING COST AND COLD WEATHER SHELTER
(9) FAMILY GUIDANCE724 NORTH 22ND STREET
ST JOSEPH,MO64501 		44-0666362 501C3 286,336       DONOR DESIGNATED FOR GS AND GENERAL OPERATING COST
(10) FRIENDS OF THE FREE CLINIC904 SOUTH 10TH
ST JOSEPH,MO64503 		80-0308973 501C3 13,226       ELECTRONIC MEDICAL RECORDS
(11) GIRL SCOUTS OF NE KANSAS AND NW MISSOURI3300 DALE AVENUE SUITE 105
ST JOSEPH,MO64506 		43-0892926 501C3 47,716       DONOR DESIGNATED FOR GS AND GENERAL OPERATING COST
(12) INTERFAITH COMMUNITY SERVICES200 CHEROKEE
ST JOSEPH,MO64504 		44-0545910 501C3 437,882       DONOR DESIGNATED FOR GS, GENERAL OPERATING COST AND LEAPR
(13) LEGAL AID OF WESTERN MISSOURI106 SOUTH 7TH STREET 4TH FLOOR
ST JOSEPH,MO64501 		43-0824638 501C3 75,579       DONOR DESIGNATED FOR GS AND GENERAL OPERATING COST
(14) NORTHWEST MISSOURI COMMUNITY SERVICES1203 NORTH 6TH STREET
ST JOSEPH,MO64501 		43-1496809 501C3 128,642       DONOR DESIGNATED FOR GS
(15) SALVATION ARMY622 MESSANIE
ST JOSEPH,MO64501 		44-0545998 501C3 108,180       DONOR DESIGNATED FOR GS AND GENERAL OPERATING COST
(16) SOCIAL WELFARE BOARD - HELP FUND904 SOUTH 10TH
ST JOSEPH,MO64503 		44-6000455 GOVERNMENT AGENCY 58,500       DIABETES TESTING SUPPLIES
(17) SPECIALTY INDUSTRIES3801 SOUTH LEONARD ROAD
ST JOSEPH,MO64503 		43-0896903 501C3 21,796       DONOR DESIGNATED FOR GS AND GENERAL OPERATING COST
(18) ST JOSEPH HEALTH AND SAFETY COUNCIL118 SOUTH 5TH LOWER LEVEL
ST JOSEPH,MO64501 		44-0548468 501C3 74,418       DONOR DESIGNATED FOR GS AND GENERAL OPERATING COST
(19) THE CENTER902 EDMOND SUITE 203
ST JOSEPH,MO64501 		43-1615018 501C3 53,608       PROGRAM OPERATING COST, RESOURCE CENTER AND DONOR DESIGNATED FOR GS
(20) UCP OF NW MISSOURI3303 FREDERICK AVENUE
ST JOSEPH,MO64506 		43-0909607 501C3 181,715       DONOR DESIGNATED FOR GS AND GENERAL OPERATING COST
(21) YMCA315 SOUTH 6TH
ST JOSEPH,MO64501 		44-0552491 501C3 176,407       DONOR DESIGNATED FOR GS AND GENERAL OPERATING COST
(22) YWCA304 NORTH 8TH
ST JOSEPH,MO64501 		44-0552219 501C3 281,232       DONOR DESIGNATED FOR GS, GENERAL OPERATING COST AND HOMELESS SHELTER
2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
22
3
Enter total number of other organizations ................................ . Bullet Image
0
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) COLLEGE SCHOLARSHIPS FOR EARLY CHILDHOOD PROFESSIONAL 10 8,577      
(2) COLLEGE TEXTBOOKS FOR SCHOLARSHIP RECIPIENTS 6 720      
(3) CDA ASSESSMENT FEE 3 1,700      
(4) DENTAL 1 220      
(5) PRESCRIPTIONS 2 658      
(6) RENT ASSISTANCE 4 850      
(7) BATHROOM REMODEL FOR HANDICAP USE 1 1,285      
(8) HOTEL EXPENSE 1 93      
(9) STIPEND ASSISTANCE 4 2,000      
(10) EDUCATOR ACCREDITATION EXPENSE 2 683      
(11) CONSTITUENT ASSISTANCE 1 150      

Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE UNITED WAY MONITORS GRANT FUNDS BY REQUIRING GRANT RECIPIENTS TO SUBMIT TO THE UNITED WAY BUDGET FORMS ON AN ANNUAL BASIS. GRANT RECIPIENTS MUST ALSO SUBMIT ANNUAL OUTCOME REPORTS DETAILING THEIR ACCOMPLISHMENTS. MONTHLY FINANCIAL STATEMENTS ARE ALSO REQUIRED PRIOR TO A RELEASE OF AN AGENCY'S MONTHLY ALLOCATION. GRANTEES MUST ALSO PROVIDE TO THE UNITED WAY A YEAR-END REPORT AND AN UP-TO-DATE AUDIT CONDUCTED BY A PROFESSIONAL INDEPENDENT AUDITOR. OTHER SPECIFIC FINANCIAL MATERIALS MAY BE REQUESTED, AS NECESSARY. THIS INFORMATION IS NOT ONLY REVIEWED BY THE UNITED WAY STAFF, BUT BY COMMUNITY VOLUNTEERS ON A YEARLY BASIS.
SCHEDULE I CORE CODES AND DEFINITIONS GENERAL OPERATING COST - AN UNRESTRICTED GRANT MAKE TO AN AGENCY IN SUPPORT OF ITS GENERAL OPERATING COSTS. PROGRAM OPERATING COST - A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM THAT IT OPERATES PROGRAM "SEED" FUNDING - A RESTRICTED GRANT MADE TO A START-UP AGENCY TO SUPPORT ITS INITIAL ORGANIZATIONAL COSTS. COMMUNITY COLLABORATION - A RESTRICTED GRANT MADE TO FUND THE COST ASSOCIATED WITH BRINGING ORGANIZATIONS WITHIN THE COMMUNITY TOGETHER FOR THE PURPOSE OF CREATING COLLABORATIVE EFFORTS THAT WILL ADDRESS SPECIFIC COMMUNITY ISSUES. DONOR DESIGNATED FOR PROGRAM SUPPORT - A RESTRICTED GRANT MADE TO AN AGENCY AT THE DIRECTION OF THE DONOR(S) IN SUPPORT OF A SPECIFIC PROGRAM THAT IT OPERATES. DONOR DESIGNATED FOR GENERAL SUPPORT - AN UNRESTRICTED GRANT MADE TO AN AGENCY AT THE DIRECTION OF THE DONOR(S) IN SUPPORT OF ITS GENERAL OPERATING COSTS. DONOR DESIGNATED FOR DISASTER/EMERGENCY RELIEF - AN UNRESTRICTED GRANT MADE TO AN AGENCY AT THE DIRECTION OF THE DONOR(S) IN SUPPORT OF THE COSTS ASSOCIATED WITH PROVIDING DISASTER/EMERGENCY RELIEF EFFORTS TO VICTIMS.
Schedule I (Form 990) 2010


Additional Data


Software ID:  
Software Version:  


SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
UNITED WAY OF GREATER ST JOSEPH
 
Employer identification number

44-0547802
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 7 13,905 FAIR MARKET VALUE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( VARIOUS ) X 4 7,803 FAIR MARKET VALUE
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
 
No
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell non-cash
contributions? ............................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2010
Schedule M (Form 990) 2010
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33. Also complete this part for any additional information.
Identifier Return Reference Explanation
METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): FIGURE LISTED INDICATES NUMBER OF CONTRIBUTORS.
THIRD PARTY USE: PART I, LINE 32B: THE UNITED WAY OF GREATER ST JOSEPH'S POLICY RELATED TO THIRD PARTIES IS AS FOLLOWS - GIFTS OF STOCKS, BONDS OR OTHER PROPERTY IS LIQUIDATED AS SOON AS POSSIBLE UPON RECIEPT. SUCH LIQUIDATED ASSETS ARE THEN DEPOSITED. THE UNITED WAY OF GREATER ST. JOSEPH USES THE SERVICE OF A THIRD PARTY BROKER TO LIQUIDATED THESE ASSETS.
Schedule M (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
UNITED WAY OF GREATER ST JOSEPH
 
Employer identification number

44-0547802
Identifier Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 2   CURT KRETZINGER HAS A BUSINESS RELATIONSHIP WITH PAT DILLON. ADAM STEIN HAS A BUSINESS RELATIONSHIP WITH SEANN O'RILEY. HEATHER SHEARIN AND HEIDI WALKER MAY HAVE BUSINESS RELATIONSHIPS WITH MULTIPLE BOARD MEMBERS. KYLEE STROUGH (STAFF) IS RELATED TO PAT DILLON. KYLEE STROUGH IS CHAIR OF THE MISSOURI WESTERN STATE UNIVERSITY BOARD OF GOVERNORS AND ROBERT VARTABEDIAN IS PRESIDENT OF MISSOURI WESTERN STATE UNIVERSITY. ALL BOARD MEMBERS AND THE KEY EMPLOYEE DISCLOSE THEIR BUSINESS RELATIONSHIPS EACH YEAR ON THE CONFLICT OF INTEREST POLICY. THESE ARE KEPT ON RECORD AT THE UNITED WAY OF GREATER ST. JOSEPH OFFICE.
FORM 990, PART VI, SECTION A, LINE 6   EACH CONTRIBUTOR TO THE UNITED WAY CAMPAIGN IS A MEMBER OF THE ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7A   THE GENERAL MEMBERSHIP ELECTS THE BOARD OF DIRECTORS AT THE ANNUAL MEETING. TERMS OF BOARD MEMBERS ARE STAGGERED, WITH ONE-THIRD OF MEMBERS BEING ELECTED EACH YEAR. THE BOARD MEMBERS MAY ELECT REPLACEMENT BOARD MEMBERS DURING THE YEAR IF A VACANCY SHOULD OCCUR.
FORM 990, PART VI, SECTION A, LINE 8B   UNITED WAY BOARD MEETINGS, EXECUTIVE COMMITTEE MEETINGS AND FINANCE COMMITTEE MEETINGS ALL KEEP MINUTES. OTHER WORKING GROUPS AND COMMITTEES HAVE NOT KEPT MEETINGS IN THE PAST, BUT BEGINNING IN 2011 ALL SUB-COMMITTEES THAT MAKE RECOMMENDATION TO THE UNITED WAY BOARD OF DIRECTORS OR COMMIT UNITED WAY TO FINANCIAL TRANSACTIONS WILL BE KEEPING MINUTES.
FORM 990, PART VI, SECTION B, LINE 11   A COMPLETED 990 IS REVIEWED BY THE BOARD OF DIRECTORS AT A REGULAR MEETING PRIOR TO THE FILING WITH THE INTERNAL REVENUE SERVICE.
  FORM 990, PART VI, SECTION B, LINE 12C THE UNITED WAY OF GREATER ST JOSEPH REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY BY: 1)MAINTAINING RECORDS OF THE CONFLICT OF INTEREST FORMS COMPLETED AND SIGNED EACH YEAR BY BOARD MEMBERS AND KEY STAFF; 2)REQUIRING MEMBERS TO DISCLOSE ANY DUALITY OR CONFLICT OF INTEREST ON ANY MATTER COMING TO A VOTE BY THE BOARD, PRIOR TO THAT VOTE BEING TAKEN. A MEMBER DISCLOSING A CONFLICT OF INTEREST MAY NOT VOTE ON THE MATTER AND THE MINUTES OF THE MEETING MUST REFLECT THAT A DISCLOSURE WAS MADE AND THAT THERE WAS AN ABSTENTION BY THAT MEMBER.
  FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING THE COMPENSATION OF THE PRESIDENT AND CEO OF THE UNITED WAY OF GREATER ST JOSEPH INCLUDES THE FOLLOWING STEPS- 1)THE PRESIDENT COMPLETES A SELF EVALUATION FORM THAT ENUMERATES THE GOALS AND ACCOMPLISHMENTS OF THE YEAR. THIS FORM IS SUBMITTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS; 2)THE EXECUTIVE COMMITTEE AND ANY BOARD MEMBER WHO WOULD LIKE TO PARTICIPATE MEETS WITH THE PRESIDENT AND REVIEWS THE PRESIDENT'S ACCOMPLISHMENTS FOR THE YEAR, MONITORING PROGRESS TOWARD GOALS. 3)THE EXECUTIVE COMMITTEE CONSIDERS THE UNITED WAY OF AMERICA SALARY SURVEY OF COMPARABLE UNITED WAY ORGANIZATIONS IN SIZE AND REGION. ALL MOTIONS ARE RECORDED IN EXECUTIVE COMMITTEE MINUTES. 4)THE EXECUTIVE COMMITTEE PRESENTS INFORMATION ON THE ENTIRE EVALUATION TO THE BOARD OF DIRECTORS, ALONG WITH A SALARY RECOMMENDATION FOR THE PRESIDENT. THE BOARD THEN REVIEWS THE INFORMATION PROVIDED AND ASKS ADDITIONAL QUESTIONS IF DESIRED. THE BOARD OF DIRECTORS MUST APPROVE THE RECOMMENDATION OR MAKE THEIR OWN RECOMMENDATION ON THE COMPENSATION OF THE PRESIDENT AND CEO. THE RECOMMENDATION IS VOTED ON BY THE BOARD AND RECORDED IN THE MINUTES OF THE DECEMBER BOARD MEETING. 15B) NO OTHER EMPLOYEES ARE COMPENSATED AT A LEVEL THAT WOULD REQUIRE THIS PROCESS.
  FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT THE UNITED WAY OF GREATER ST JOSEPH OFFICE AT 118 S. 5TH STREET, ST JOSEPH, MO 64501. ANY INDIVIDUAL OR ORGANIZATION WHO WOULD LIKE TO SEE THESE DOCUMENTS MAY DO SO DURING NORMAL OFFICE HOURS OF 8 AM TO 5 PM CENTRAL TIME, MONDAY THROUGH FRIDAY. THE PHONE NUMBER FOR THE UNITED WAY OF GREATER ST JOSEPH IS (816) 364-2381
CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 307,323. PRIOR PERIOD ADJUSTMENTS: 1. TOTAL TO FORM 990, PART XI, LINE 5: 307,324.
  FORM 990, PART XII, LINE 2C, OVERSIGHT PROCESS PROCESS IS CONSISTENT WITH PRIOR YEARS.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version: