TY 2014 Form 990

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)
(1) Mark Jensen........................................................................ Chair	2.00 .......................	X	X
(2) Louise Dardis........................................................................ Chair Elect	2.00 .......................	X	X
(3) Chris Lerum........................................................................ Vice Chair	2.00 .......................	X	X
(4) Michelle Killoran........................................................................ Treasurer	2.00 .......................	X	X
(5) Tom Budan........................................................................ Board Member	1.00 .......................	X
(6) Rock Messerschmidt........................................................................ Board Member	1.00 .......................	X
(7) Erin Prochnow........................................................................ Board Member (March-December)	1.00 .......................	X
(8) Gene Taylor........................................................................ Board Member (January-June)	1.00 .......................	X
(9) Susan Jarvis - Board Member........................................................................ Womens Leadership Chair	2.00 .......................	X
(10) Joel Vettel - Board Member........................................................................ Governance Chair	2.00 .......................	X
(11) Paul Laney - Board Member........................................................................ Campaign Chair (March-December)	2.00 .......................	X
(12) Todd Olson........................................................................ Board Member	1.00 .......................	X
(13) Denise Kolpack........................................................................ Board Member (March-December)	1.00 .......................	X
(14) David Berg........................................................................ Board Member	1.00 .......................	X
(15) Evelyn Quigley........................................................................ Board Member	1.00 .......................	X
(16) Mary Jo Hotzler........................................................................ Board Member (March-December)	1.00 .......................	X
(17) Craig Lemieux........................................................................ Board Member	1.00 .......................	X

Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.	(A) Total expenses	(B) Program service expenses	(C) Management and general expenses	(D) Fundraising expenses
1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	4,882,112	4,882,112
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ....
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............
4	Benefits paid to or for members ....
5	Compensation of current officers, directors, trustees, and key employees ....	203,658	91,021	72,530	40,107
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 ....	423,627	251,398	46,737	125,492
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	17,147	10,672	1,155	5,320
9	Other employee benefits .......	47,955	27,948	6,080	13,927
10	Payroll taxes ...........	50,188	27,619	9,170	13,399
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	40	22	7	11
c	Accounting ...........	10,350	5,696	1,891	2,763
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ....	4,623	2,544	845	1,234
12	Advertising and promotion ....	36,076	392	82	35,602
13	Office expenses .......	59,622	23,885	4,452	31,285
14	Information technology ......	45,565	23,853	6,840	14,872
15	Royalties ..
16	Occupancy ...........	26,069	14,346	4,763	6,960
17	Travel ............	3,850	1,106	67	2,677
18	Payments of travel or entertainment expenses for any federal, state, or local public officials ......
19	Conferences, conventions, and meetings ....
20	Interest ...........
21	Payments to affiliates .......	53,969	29,683	9,714	14,572
22	Depreciation, depletion, and amortization .....	49,367	27,167	9,020	13,180
23	Insurance ..............	8,165	4,493	1,492	2,180
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	Event Expenses	70,221	22,124	143	47,954
b	Staff Development & Rec	21,765	11,977	3,977	5,811
c	Dues, Subscriptions & R	9,525	3,237	1,012	5,276
d	Volunteer Recognition	2,245	668	149	1,428
e	All other expenses	10,433	10,433
25	Total functional expenses. Add lines 1 through 24e	6,036,572	5,472,396	180,126	384,050
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
	1	Cash–non-interest-bearing .............		1
2	Savings and temporary cash investments .........	1,990,443	2	1,934,982
3	Pledges and grants receivable, net ...........	3,303,459	3	3,194,888
4	Accounts receivable, net .............	14,384	4	4,500
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ..................
			5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
			6
7	Notes and loans receivable, net .............		7
8	Inventories for sale or use ..............		8
9	Prepaid expenses and deferred charges ..........	4,573	9	20,246
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	765,097
b	Less: accumulated depreciation .....	10b	404,149	446,177	10c	360,948
11	Investments—publicly traded securities ..........	957,990	11	753,496
12	Investments—other securities. See Part IV, line 11 .....		12
13	Investments—program-related. See Part IV, line 11 .....		13
14	Intangible assets ...............		14
15	Other assets. See Part IV, line 11 ...........		15
16	Total assets. Add lines 1 through 15 (must equal line 34)......	6,717,026	16	6,269,060
	17	Accounts payable and accrued expenses .........	48,632	17	61,721
18	Grants payable .................		18
19	Deferred revenue ................	31,500	19	33,250
20	Tax-exempt bond liabilities .............		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D..		21
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........		22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ....		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................	613,789	25	668,600
26	Total liabilities. Add lines 17 through 25.........	693,921	26	763,571
		Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............	2,271,172	27	1,626,372
28	Temporarily restricted net assets ...........	3,694,171	28	3,819,081
29	Permanently restricted net assets ...........	57,762	29	60,036
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds ........		30
31	Paid-in or capital surplus, or land, building or equipment fund .....		31
32	Retained earnings, endowment, accumulated income, or other funds		32
33	Total net assets or fund balances ...........	6,023,105	33	5,505,489
34	Total liabilities and net assets/fund balances ........	6,717,026	34	6,269,060

- TIN:

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.
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Attach to Form 990 or Form 990-EZ.
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Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public
Inspection

Name of the organization

United Way of Cass-Clay

Employer identification number

41-0810008

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.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in

section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross

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.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 11a through 11d that describes the type of supporting organization and complete lines 11e, 11f, and 11g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations .............................

Provide the following information about the supported organization(s).

(i)Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i)Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2014

Page 2

Part II

Support Schedule for Organizations Described in Sections 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) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....	4,491,843	5,405,419	5,236,837	5,407,295	5,473,919	26,015,313
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	4,491,843	5,405,419	5,236,837	5,407,295	5,473,919	26,015,313
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.						26,015,313

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(f) Total
7	Amounts from line 4..	4,491,843	5,405,419	5,236,837	5,407,295	5,473,919	26,015,313
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	17,322	17,450	22,504	17,168	15,448	89,892
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support Add lines 7 through 10.						26,105,205

Gross receipts from related activities, etc. (see instructions) ..................

316,270

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2014 (line 6, column (f) divided by line 11, column (f)) .........

99.660 %

Public support percentage for 2013 Schedule A, Part II, line 14 ...............

99.300 %

16a

33 1/3% support test—2014. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2013. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2014. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2013. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2014

Page 3

Part III

Support Schedule for Organizations Described in Section 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) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(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) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(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 VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2014 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2013 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2014 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2013 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests—2014. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2013. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2014

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Schedule A (Form 990 or 990-EZ) 2014

Page 5

Part IV

Supporting Organizations (continued)

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2014

Page 6

Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1. Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6
7	Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2014

Page 7

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2014 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2014	(iii) Distributable Amount for 2014
1 Distributable amount for 2014 from Section C, line 6
2 Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions)
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2014 distributable amount
i Carryover from 2009 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2014 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2014 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions)
6 Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions)
7 Excess distributions carryover to 2015. Add lines 3j and 4c.
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......
e From 2014.......

Schedule A (Form 990 or 990-EZ) (2014)

Schedule A (Form 990 or 990-EZ) 2014

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990 or 990-EZ) 2014

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Name of the organization

United Way of Cass-Clay

Employer identification number

41-0810008

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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 on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, 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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 2

Name of organization United Way of Cass-Clay

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 3

Name of organization United Way of Cass-Clay

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 4

Name of organization
United Way of Cass-Clay

Employer identification number

41-0810008

Part III

Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. 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

$
Use duplicate copies of Part III if additional space is needed.

(a) No.
from
Part I

(b) Purpose 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

(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

(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

(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) (2014)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

Name of the organization

United Way of Cass-Clay

Employer identification number

41-0810008

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 value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

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? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can 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? ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax 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, and not on a historic structure listed in the National Register ....................	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................

Yes No

In Part XIII, 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.

If the organization elected, as permitted under SFAS 116 (ASC 958), 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 XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116 (ASC 958), 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)

Revenue included in Form 990, Part VIII, line 1 ........................ SchDMd Bullet

(ii)

Assets included in Form 990, Part X .............................. SchDMd Bullet

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 (ASC 958) relating to these items:

Revenue included in Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2014

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?........

Yes No

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.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No

If "Yes," explain the arrangement in Part XIII and complete the following table:


c	Beginning balance .................................	1c
d	Additions during the year ..............................	1d
e	Distributions during the year .............................	1e
f	Ending balance ...................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII .......

Part V

Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.

		(a)Current year	(b)Prior year	b (c)Two years back	(d)Three years back	(e)Four years back
1a	Beginning of year balance ....	57,762	52,573	48,039	41,774	23,615
b	Contributions ........	2,274	5,189	4,534	6,265	18,159
c	Net investment earnings, gains, and losses	-39	60	96	110	65
d	Grants or scholarships .....
e	Other expenditures for facilities and programs ........	-39	60	96	110	65
f	Administrative expenses ....
g	End of year balance ......	60,036	57,762	52,573	48,039	41,774

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

0 %

Permanent endowment SchDMd Bullet

100.000 %

Temporarily restricted endowment SchDMd Bullet

0 %

The percentages in lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations ........................

3a(i)

Yes

(ii) related organizations ........................

3a(ii)

If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(b)Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value
1a	Land .................	20,000		20,000
b	Buildings ................	490,107	233,083	257,024
c	Leasehold improvements ............
d	Equipment ................	134,707	116,730	17,977
e	Other .................	120,283	54,336	65,947
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......				360,948

Schedule D (Form 990) 2014

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. 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) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment		(b) Book value	(c) Method of valuation: Cost or end-of-year market value









Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value









Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability		(b) Book value
Federal income taxes
Designations Payable		668,600








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)		668,600
2. Liability for uncertain tax positions. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2014

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	4,860,202
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	-14,354
b	Donated services and use of facilities .........	2b	59,878
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d	-723,612
e	Add lines 2a through 2d .....................			2e	-678,088
3	Subtract line 2e from line 1.....................			3	5,538,290
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 XIII.) ...........	4b	-4,980
c	Add lines 4a and 4b.......................			4c	-4,980
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	5,533,310

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	5,377,818
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities ..........	2a	59,878
b	Prior year adjustments ..............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d	4,980
e	Add lines 2a through 2d......................			2e	64,858
3	Subtract line 2e from line 1.....................			3	5,312,960
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 XIII.) ............	4b	723,612
c	Add lines 4a and 4b.......................			4c	723,612
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	6,036,572

Part XIII

Supplemental Information

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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
Part V, Line 4:	Interest from the UWCC Legacy endowment fund will be used to: fund special UWCC grants or initiatives to address emerging issues, direct funds to address the root causes of the communities most serious problems, support the campaign if annual gift is endowed, endowed gift designated to a specific area of interest, support the operating costs of UWCC so that a higher percentage of the annual campaign gifts go towards community investment.
Part X, Line 2:	The Organization has been determined to be exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. The Organization is annually required to file a Return of Organization Exempt from Income Tax (Form 990) with the IRS. In addition, the Organization is subject to income tax on net income that is derived from business activities that is unrelated to its exempt purpose. The Organization has determined it is not subject to unrelated business income tax and has not filed an Exempt Organization Business Income Tax Return (Form 990-T) with the IRS. The Organization believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The Organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. The Organization's Form 990 and other income tax filings required by state, local or non-U.S. tax authorities are no longer subject to examination for years before 2011.
Part XI, Line 2d - Other Adjustments:	Grants reclassified with expenses -723,612.
Part XI, Line 4b - Other Adjustments:	Special events expenses reclassed from expenses on Form 990 -35,806. Special events revenues reclassed from expenses on Form 990 84,652. Disposal of equipment reclass from expenses on Form 990 -53,826.
Part XII, Line 2d - Other Adjustments:	Special events expenses reclassed to revenues on Form 990 35,806. Special events revenues reclassed to revenues on Form 990 -84,652. Disposal of equipment reclass from expenses on Form 990 53,826.
Part XII, Line 4b - Other Adjustments:	Grants reclassified from revenues 723,612.

Schedule D (Form 990) 2014

Additional Data

Software ID:
Software Version:

- TIN:

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

Information about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

Name of the organization
United Way of Cass-Clay

Employer identification number

41-0810008

Part I

Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17. Form 990-EZ

filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

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?

Yes

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.

(i) Name and address of individual or entity (fundraiser)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total .................

List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990 or 990-EZ) 2014

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 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.

		(a) Event #1 WLC Golf (event type)	(b) Event #2 WLC Luncheon (event type)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . .	24,690	59,962	84,652
2	Less: Contributions . .	9,191	6,749	15,940
3	Gross income (line 1 minus line 2) . . .	15,499	53,213	68,712
4	Cash prizes . . .
5	Noncash prizes . .
6	Rent/facility costs . .	3,605	9,350	12,955
7	Food and beverages .	1,946	10,026	11,972
8	Entertainment . . .		10,000	10,000
9	Other direct expenses .	37	842	879
10	Direct expense summary. Add lines 4 through 9 in column (d) ...........			35,806
11	Net income summary. Subtract line 10 from line 3, column (d)...........			32,906

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.

(a) Bingo

(b) Pull tabs/Instant
bingo/progressive bingo

(c) Other gaming

(d) Total gaming (add col.(a) through col.(c))

Gross revenue . . . .

Cash prizes . . . .

Non-cash prizes . . .

Rent/facility costs . . .

Other direct expenses . .

Volunteer labor . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow

Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? ............

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....

YesNo

If "Yes," explain:

Schedule G (Form 990 or 990-EZ) 2014

Page 3

Does the organization conduct gaming activities with nonmembers? .................

YesNo

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? ..........................

YesNo

Indicate the percentage of gaming activities conducted in:

The organization's facility ......................

13a

An outside facility ........................

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? ......................................

YesNo

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

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? ............................

YesNo

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

Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information (see instructions).

Return Reference	Explanation

Schedule G (Form 990 or 990-EZ) 2014

Additional Data

Software ID:
Software Version:

- TIN:

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.
lBullet

Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public
Inspection

Name of the organization
United Way of Cass-Clay

Employer identification number
41-0810008

Part I

General Information on Grants and Assistance

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? ....................................

Yes No

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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section if applicable	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) American Red Cross Minn-Kota Chapter 2602 12th St N Fargo,ND58102	45-0280066	501(c)(3)	110,201	Support Agency Programs
(2) Barnesville Area Helpers PO Box 668 Barnesville,MN56514	41-1979323	501(c)(3)	22,998	Support Agency Programs
(3) Boy Scouts Northern Lights Council 4200 19th Avenue South Fargo,ND58103	45-0226415	501(c)(3)	75,050	Support Agency Programs
(4) Boys and Girls Club of the RRV 2500 18th Street South Fargo,ND58103	45-0316132	501(c)(3)	25,863	Support Agency Programs
(5) Caring Program for Children 4510 13th Ave S Fargo,ND58121	36-3606394	501(c)(3)	21,372	Support Agency Programs
(6) Catholic Charities ND 5201 Bishops Boulevard Fargo,ND58104	45-0226416	501(c)(3)	40,008	Support Agency Programs
(7) CCRI Inc 725 Center Ave Suite 7 Moorhead,MN56560	41-1294489	501(c)(3)	30,872	Support Agency Programs
(8) CHARISM 3350 35th Ave S Fargo,ND58104	45-0435273	501(c)(3)	26,376	Support Agency Programs
(9) Churches United for the Homeless 1901 1st Ave N Moorhead,MN56560	41-1594892	501(c)(3)	113,829	Support Agency Programs
(10) Community of Care 11 Lagner Ave N Casselton,ND58012	26-1488596	501(c)(3)	26,881	Support Agency Programs
(11) Dilworth-Glyndon-Felton Youth Services 108 Main Ave Dilworth,MN565290188	06-1400159	501(c)(3)	24,694	Support Agency Programs
(12) Fargo Cass Public Health 401 3rd Avenue North Fargo,ND58102	45-6002069	Government	78,775	Support Agency Programs
(13) Fargo Moorhead Coalition for Homeless Person PO Box 5653 Fargo,ND581055653	41-2198589	501(c)(3)	32,231	Support Agency Programs
(14) Fargo Public Schools 315 North University Drive Fargo,ND58102	45-6000294	Government	153,901	Support Agency Programs
(15) FirstLINK 4357 13th Ave SW Suite 107L Fargo,ND58103	41-0419491	501(c)(3)	233,161	Support Agency Programs
(16) FM Dorothy Day House of Hospitality 714 8th St S Moorhead,MN56560	41-1452555	501(c)(3)	67,423	Support Agency Programs
(17) Fraser 2902 South University Drive Fargo,ND58103	45-0226418	501(c)(3)	12,678	Support Agency Programs
(18) Girl Scouts - Dakota Horizons 1002 43rd St S Fargo,ND58103	46-0250744	501(c)(3)	34,071	Support Agency Programs
(19) Guardian Fiduciary & Advocacy Services 112 N Univ Dr Ste 260 Fargo,ND58102	27-1349470	501(c)(3)	20,984	Support Agency Programs
(20) HERO 5012 53rd St S Ste C Fargo,ND58104	45-0457109	501(c)(3)	11,183	Support Agency Programs
(21) Hospice of the Red River Valley 1701 38th St SW Ste 101 Fargo,ND58103	45-0349152	501(c)(3)	137,476	Support Agency Programs
(22) Imagination Library 1020 Dollywood Lane Pigeon Forge,TN37863	62-1348105	501(c)(3)	219,466	Support Agency Programs
(23) Lake Agassiz Habitat For Humanity 210 11th St N Moorhead,MN56560	41-1690131	501(c)(3)	16,081	Support Agency Programs
(24) Lakes and Prairies Community Action Partnership 715 11th St N 402 Moorhead,MN56560	41-0905871	501(c)(3)	162,692	Support Agency Programs
(25) Legal Services of Northwest Minnesota 7th Ave N Moorhead,MN56560	41-1291705	501(c)(3)	30,507	Support Agency Programs
(26) Lutheran Social Service of MN 715 11th St N Ste 401 Moorhead,MN56560	41-0872993	501(c)(3)	38,444	Support Agency Programs
(27) Lutheran Social Services of ND 745 45th St S Suite C Fargo,ND58103	45-0226421	501(c)(3)	159,323	Support Agency Programs
(28) Moorhead Public Schools 2410 14th St S Moorhead,MN56560	41-6008721	Government	108,998	Support Agency Programs
(29) ND Autism Center 4733 Amber Valley Parkway STE 200 Fargo,ND58104	20-8129476	501(c)(3)	3,185	Support Agency Programs
(30) New Life Center 1902 3rd Ave N Fargo,ND58102	45-0228056	501(c)(3)	140,814	Support Agency Programs
(31) North Dakota State University 3001 11th St S Fargo,ND58103	45-6002439	Government	32,821	Support Agency Programs
(32) Rape and Abuse Crisis Center 317 8th St N Fargo,ND58102	41-1310289	501(c)(3)	244,656	Support Agency Programs
(33) REACH 421 5th St Hawley,MN56549	41-1716149	501(c)(3)	56,890	Support Agency Programs
(34) Rebuilding Together 700 Main Ave Ste 10 Fargo,ND58103	27-4415410	501(c)(3)	23,216	Support Agency Programs
(35) Red River Children's Advocacy Center 100 S 4th St Ste 302 Fargo,ND58103	20-1095721	501(c)(3)	32,715	Support Agency Programs
(36) Red River Human Services Foundation 2506 35th Ave S Fargo,ND58104	45-0353814	501(c)(3)	47,466	Support Agency Programs
(37) Red River Valley Dental Access Project 715 11th Street North Suite 305 Moorhead,MN56560	91-2094334	501(c)(3)	10,883	Support Agency Programs
(38) Salvation Army 304 Roberts St Fargo,ND58102	41-0698597	501(c)(3)	87,850	Support Agency Programs
(39) SENDCAA 3233 S University Dr Fargo,ND58104	45-6014870	501(c)(3)	53,953	Support Agency Programs
(40) Sexual Abuse Treatment Program 2624 9th Ave SW Fargo,ND58103	41-1310289	501(c)(3)	18,269	Support Agency Programs
(41) ShareHouse Inc 4227 9th Ave SW Fargo,ND58103	51-0183396	501(c)(3)	18,715	Support Agency Programs
(42) Sisters of the Presentation of the Blessed Virgin Mary 1101 32nd Ave S Fargo,ND58103	53-0196617	501(c)(3)	16,085	Support Agency Programs
(43) Solutions Behavioral Healthcare Professionals 891 Belsly Boulevard Moorhead,MN56560	41-1949975	501(c)(3)	138,064	Support Agency Programs
(44) South Central Adult Services Council 808 3rd Avenue South Suite 400 Fargo,ND58103	45-0373281	501(c)(3)	19,712	Support Agency Programs
(45) The Arc of Cass County 215 N University Dr Fargo,ND58102	45-0280567	501(c)(3)	20,148	Support Agency Programs
(46) The ARC of West Central MN 810 4th Ave S 134 Moorhead,MN56560	41-0886463	501(c)(3)	32,472	Support Agency Programs
(47) TNT Kid's Fitness 2800 Main Avenue Fargo,ND58103	20-3459549	501(c)(3)	59,216	Support Agency Programs
(48) Village Family Service Center 1201 25th St S Fargo,ND58103	45-0226423	501(c)(3)	582,510	Support Agency Programs
(49) Vocational Training Center 424 9th Ave S Fargo,ND58103	45-0277254	501(c)(3)	17,075	Support Agency Programms
(50) West Fargo Parks Youth Services 500 13th Ave W West Fargo,ND58078	56-2520352	501(c)(3)	6,899	Support Agency Programs
(51) YMCA of Cass & Clay Counties 400 1st Ave S Fargo,ND58103	45-0232096	501(c)(3)	220,832	Support Agency Programs
(52) Youthworks 317 S University Dr Fargo,ND58103	46-0345922	501(c)(3)	75,634	Support Agency Porgrams
(53) YWCA of Cass-Clay 3100 12th Ave N Fargo,ND58102	45-0226435	501(c)(3)	305,251	Support Agency Programs
(54) Missouri Slope Areawide United Way PO Box 2111 Bismarck,ND585022111	45-0387741	501(c)(3)	24,822	Support Agency Programs
(55) United Way of Becker County PO Box 348 Detroit Lakes,MN565020348	23-7225418	501(c)(3)	8,353	Support Agency Programs
(56) Souris Valley United Way 15 2nd Ave SW Minot,ND58701	45-0308679	501(c)(3)	5,829	Support Agency Programs
(57) Fremont Area United Way 605 N Broad Street Fremont,NE68025	47-6000166	501(c)(3)	5,607	Support Agency Programs
(58) United Way of Otter Tail County 120 E Washington Ave Fergus Falls,MN56537	41-0873718	501(c)(3)	11,911	Support Agency Programs
(59) United Way of Richland-Wilkin Counties PO Box 746 Wahpeton,ND580740746	45-0335679	501(c)(3)	10,196	Support Agency Programs
(60) Sioux Empire United Way 1000 N West Ave Ste 120 Sioux Falls,SD57104	46-0233701	501(c)(3)	22,442	Support Agency Programs
(61) United Way Black Hills 621 6th St Ste 100 Rapid City,SD57701	46-0259754	501(c)(3)	20,741	Support Agency Programs
(62) United Way of Grand Forks East Grand Forks 1407 24th Ave S Ste 400 Grand Forks,ND58201	45-0255772	501(c)(3)	7,455	Support Agency Programs
(63) Capital Area United Way 700 Laurel Street Baton Rouge,LA708025634	72-0447100	501(c)(3)	7,807	Support Agency Programs
(64) United Way of Northeastern SD 12 4th Ave SE Aberdeen,SD574014305	23-7086355	501(c)(3)	9,111	Support Agency Programs

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2014

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated 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

Part IV

Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.

Return Reference

Explanation

Part I, Line 2:

All programs are reviewed by community investment review panel volunteers. These volunteers are investors with United Way. They review applications, financial information, demographics, and outcome information submitted by the program. Volunteers also conduct in person site visits and then make funding recommendations based on their review of the application information and site visits. Final funding decisions are made by the all-volunteer Board of Trustees. Recipients of the United Way funds (grants) must report outcome measurement strategies at regular intervals throughout the year. The number of outcomes, the reporting period, and benchmarks for measurement are agreed upon by the receiver of the grant and United Way. United Way staff monitors all outcome measurement reports and submits regular reports to the Board of Trustees for review. Organizations receiving United Way funds must also provide up to date financial information (audit information, IRS Form 990, organizational budget, program budget) yearly.

Schedule I (Form 990) 2014

Additional Data

Software ID:
Software Version:

- TIN:

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 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public
Inspection

Name of the organization

United Way of Cass-Clay

Employer identification number

41-0810008

Return Reference	Explanation
Form 990, Part III, line 2	United Way has 4 main funding cycles: Basic Needs, Education, Income Stability and Health. In 2014, United Way investors reviewed applications for programs in the Basic Needs funding category. United Way divides applications across groups (panels) of volunteers. All volunteers are United Way investors. In 2014, 103 volunteers served on 9 panels and reviewed 28 total applications for funding. The volunteer reviewers consider program applications, applicant financial statements, and conduct on-site interviews. Each volunteer panel makes recommendations to the Community Investment Committee (CIC). The Community Investment Committee is made up of one volunteer representative from each panel. Together, they review the recommendations of each panel and form one consensus recommendation made to the United Way Board of Trustees. The Board of Trustees recommended to begin investing in one new program: Lutheran Social Services of ND/Geriatric Care Management
Form 990, Part III, line 3	United Way has 4 main funding cycles: Basic Needs, Education, Income Stability, and Health. In 2014, United Way investors reviewed applications for programs in the Basic Needs funding category. United Way divides applications across groups (panels) of volunteers. All volunteers are United Way investors. In 2014, 103 volunteers served on 9 panels and reviewed 28 total applications for funding. The volunteer reviewers consider program applications, applicant financial statements, and conduct on-site interviews. Each volunteer panel makes recommendations to the Community Investment Committee (CIC). The Community Investment Committee is made up of one volunteer representative from each panel. Together, they review the recommendations of each panel and form one consensus recommendation made to the United Way Board of Trustees. The Board of Trustees recommended to discontinue investing in seven programs for calendar year 2015. 1. Arc Cass County/Arc Buddies Program 2. Arc West Central/Family Connections 3. RSVP+ 4. Hospice of the Red River Valley/Journey Program 5. American Red Cross Minn-kota Chapter/Education & Training Services 6. Creative Care for Reaching Independence, Inc./Adult Rehabilitative Mental Health Services 7. FirstLink/Volunteer Service Center In 2014, The United Way Board of Trustees fully evolved its funding strategy to focus in areas of Education, Income Stability, and Health, which research says are the building blocks to a good life. In addition to focusing on Education, Income Stability and Health, United Way recognized the importance of ensuring the basic needs of individuals and families are met. In order to address these basic needs, United Way invests in four areas of basic needs: 1. Food: Ensuring individuals and families in need have access to feeding programs 2. Shelter: Providing immediate security and shelter for individuals and families who are homeless 3. Safety: Ensuring children and families have access to protective services 4. Vulnerable Individuals: Providing opportunities for individuals of all abilities to lead productive lives
Form 990, Part VI, Section A, line 1	The organization has an Executive Committee with authority to act on behalf of the governing body between meetings. Any actions taken need to be brought before the board at the next meeting for review and/or ratification. The Executive Committee consists of board officers and the immediate Past Board Chair.
Form 990, Part VI, Section A, line 6	Per the Bylaws, each individual contributor to United Way of Cass-Clay shall thereby become a member of the corporation for the year for which the contribution was given and shall be entitled to attend and vote at all membership meetings during the period. Any organization with a legitimate health, welfare, character-building or educational program or other human service agency, upon expressing a wish for organizational membership and after program and budget evaluation by the United Way, and upon acceptance by the Board of Trustees, shall become an organizational member and will continue so long as it is approved by the Board.
Form 990, Part VI, Section A, line 7a	The election of the Board members occurs at the Annual Meeting, by vote of United Way of Cass-Clay members in attendance. The Board is elected from nominees by the Governance Committee and additional nominees willing to serve may be presented by petition signed by 25 verifiable members, provided such petition is received in the office of the President not less than 14 days prior to the date of the Annual Meeting.
Form 990, Part VI, Section B, line 11	The Director of Finance & Administration will review the Form 990 as well as the Finance Committee. Following their review and recommendation for approval to the Board, the Board of Directors will vote and approve the Form 990 at a board meeting.
Form 990, Part VI, Section B, line 12c	Board members complete conflict disclosures annually and the information is shared with other committees as needed. Board members with a conflict abstain from voting on issues involving the conflict. The President and the board Secretary review the disclosures. Committee members and community impact panel members also complete the forms annually.
Form 990, Part VI, Section B, line 15	The Board of Directors meets to approve the President's salary and benefits. The Board uses information provided by the United Way Worldwide. United Way Worldwide has salary research and recommended guidelines for Director level positions and above. They are based on the size of United Way organizations and the area of the country which they are located in. Written minutes are taken at the board meeting regarding the deliberation of the approval of the President's salary and benefits. The President is not present during these deliberations. This process takes place annually. Compensation for the Director of Finance and Administration is determined annually by the President based on a review of the Director's performance development plan and comparability with the United Way Worldwide Salary Surveys.
Form 990, Part VI, Section C, line 19	Governing documents and the conflict of interest policy are available upon request. The audited financial statements are on United Way of Cass-Clay's website.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2014

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: United Way of Cass-Clay connects people to people, needs to resources and experts to advocates to improve lives and advance the common good throughout Cass and Clay Counties.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	16
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	16
5	Total number of individuals employed in calendar year 2014 (Part V, line 2a) ......	5	18
6	Total number of volunteers (estimate if necessary) .............	6	2,375
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

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	5,407,295	5,473,919
9	Program service revenue (Part VIII, line 2g) .........	17,500	17,500
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	65,029	8,985
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	26,765	32,906
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)...................	5,516,589	5,533,310
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	4,307,601	4,882,112
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)	726,772	742,575
16a	Professional fundraising fees (Part IX, column (A), line 11e).....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 384,050
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	435,859	411,885
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	5,470,232	6,036,572
19	Revenue less expenses. Subtract line 18 from line 12.......	46,357	-503,262
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	6,717,026	6,269,060
21	Total liabilities (Part X, line 26).............	693,921	763,571
22	Net assets or fund balances. Subtract line 21 from line 20.....	6,023,105	5,505,489

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 4,866,320 including grants of $ 4,276,036 ) (Revenue $ 17,500 )
	Agency and Program Community Investments:UNITED for EducationThrough this partnership, we invest in opportunities for children to attend high quality early childhood education experiences that ensure they are prepared for their first day of kindergarten. We invest in school and after school programs that create safe, engaging places for struggling or at-risk children to learn. Finally, we invest in parents to teach them the skills they need to help their children and families succeed. Specifically, United Way invested in programs in three impact areas of Education:1. Early Childhood Education2. Out of School Time Programming3. Parent/Guardian EducationAll funded programs work towards common goals using shared outcome and indicators, providing the ability to speak about the impact collectively. Taken together, United Way's funding strategy is focused, innovative and research driven. This collaborative effort is now entering its second year; United Way is now receiving aggregate data from our partners that will allow us to set benchmarks and scale interventions that are showing positive outcomes. A complete list of community partners for the UNITED for Education collaborative can be found at www.unitedwaycassclay.org UNITED for HealthThrough this partnership, we invest in opportunities for children and families to have access to behavioral health services. Strong communities are built on healthy families. Our investments improve the health of our community by helping children and adults learn healthy behaviors that will help them to lead productive lives. These investments focus primarily on behavioral and mental health. We also provide limited funding of programs focused on physical health. These strategies are based in prevention and work to boost the effectiveness of our other investments in Education and Income Stability. These services are crucial to family stability and play an integral role to a child's success in a school environment. All funded programs work towards common goals using shared outcome and indicators, providing the ability to speak about the impact collectively. Taken together, United Way's funding strategy is focused, innovative and research driven. This collaborative effort is now entering its second year; United Way is now receiving aggregate data from our partners that will allow us to set benchmarks and scale interventions that are showing positive outcomes. A complete list of community partners for the UNITED for Health collaborative can be found at www.unitedwaycassclay.org Basic NeedsIn 2014, United Way of Cass-Clay also invested in nonprofit programs providing specific program services in four impact areas of Basic Needs: 1. Food Security: Ensuring individuals and families in need have access to feeding programs2. Sheltering: Providing immediate refuge for individuals and families who are homeless3. Safety: Ensuring children and families have access to protective services 4. Vulnerable Individuals: Providing opportunities for individuals of all abilities to lead productive livesVolunteers from Cass and Clay counties who serve on the United Way of Cass-Clay Board of Trustees, the Community Investment Committee, and the Community Investment Review Panels oversee the allocations process and recommend levels of funding for our partner agencies and programs. One hundred and seven Community Investment Review Panel Volunteers reviewed applications from agencies seeking funding and participated in site visits and dialogue with directors and program coordinators. Following their reviews, the recommendations were further developed by the volunteer-led Community Investment Committee and final funding recommendations were submitted to and approved by the United Way of Cass-Clay Board of Trustees. Three times per year agencies submit outcome reports to United Way of Cass-Clay staff that outline client progress and demonstrate the lasting change they are creating in the Cass-Clay community. A complete list of community partners receiving funding through the Basic Needs funding category can be found at www.unitedwaycassclay.org

4b	(Code: ) (Expenses $ 225,704 including grants of $ 225,704 ) (Revenue $ )
	Imagination LibraryUnited Way of Cass-Clay partners with the Dollywood Foundation to provide free age-appropriate books once per month to children ages 0-5 in Cass and Clay counties. The program is free to families because of United Way of Cass-Clay donor dollars and any family with a child between the ages of zero and five is eligible to enroll in the program. Research shows that children who receive Imagination Library books have higher literacy levels and are at a lower risk for needing remedial literacy education upon entering Kindergarten than students that do not receive Imagination Library books. During 2014, on average 9,019 books were mailed per month and 105,082 books were mailed to the homes of children ages 0-5 throughout Cass and Clay counties. United Way of Cass-Clay was the first organization to partner with Imagination Library in North Dakota. Since 2003, it has grown to 41 affiliates in North Dakota and 38 in Minnesota.Share a Story Family Literacy EventEach spring, United Way of Cass-Clay collaborates with Prairie Public Broadcasting and the Fargo Park District to coordinate Share a Story, a family literacy event that promotes a love for reading and encourages caregivers to take an active and early part in their children's literacy. In June of 2014, 1,333 children and families attended the event and had the opportunity to meet costumed characters from PBS Kids programs, select a free book to take home, and experience many other activities centered on literacy.

4c	(Code: ) (Expenses $ 139,229 including grants of $ 139,229 ) (Revenue $ )
	Community GrantsUNITED for Jefferson NeighborhoodIn response to a high number of referrals to Cass County Social Services stemming from the Jefferson Neighborhood, a group of community leaders asked United Way to convene a group of nonprofit professionals working with individuals and families in this neighborhood. The Jefferson Neighborhood is located in Fargo and refers to the area of Main Avenue (North) to 13th Avenue South (South) and University Drive (East) to 25th Street South (West). United Way continues to engage, convene and lead more than 20 organizations from the nonprofit, government and public sectors to collaboratively identify the needs of families in the neighborhood and opportunities to collectively meet those needs. Through a series of facilitated meetings and planning sessions, they collaboratively identified four common goals:1. PREPARE children entering kindergarten for academic success2. CREATE safe, stable, and affordable housing options3. SUPPORT culturally appropriate programming for residents4. IMPROVE neighborhoodTo support the goals, United Way has invested in several core strategies including:- Parent engagement and literacy programs for targeted families- Child care scholarships for income-eligible families to receive quality early childhood education- Programs designed to increase attendance for identified students- School-based mentor programs for students in needAs part of United Way's dedication to investing in educational opportunities for students in the Jefferson Neighborhood, we are partnering with a nonprofit organization to implement a research based attendance improvement program called "Check & Connect." This program is showing great improvement for many participating students' attendance outcomes. Results from the program show: -67% drop in excused absences-73% drop in unexcused absences-78% drop in tardies-54% drop in behavior reportsSchool Supply DriveThe United Way School Supply Drive provides students in need with a new backpack and grade-appropriate supplies so they can start school in the fall confident, ready to learn and prepared to succeed. In 2014, we partnered with hundreds of businesses and individuals and engaged more than 450 volunteer to pack and distribute 5,175 backpacks filled with school supplies. Results from the effort are-Children represented 48 schools in Cass County, ND and Clay County, MN-82% reported being eligible for free/reduced lunch *This is the measure used by schools to determine poverty Fill the Dome Student-Led Food DriveIn the fall of 2014 the 8th Annual Fill the Dome event was coordinated by local high school students with a goal of filling the entire floor of the FargoDome (80,000 sq. ft) with food for local food pantries. When Fill the Dome was complete, the youth had collected over 443,000 meals for individuals and families in Cass and Clay County. United Way of Cass-Clay contributed financially to the project and also provided in-kind support through communication materials and public relations support. YMCA Homeless Summer ProgrammingDuring the summer of 2014, Churches United for the Homeless had a large number of homeless youth residing at the shelter. In response to the need for summer programming to provide opportunities for youth to be engaged throughout the summer, the YMCA of Cass and Clay Counties partnered with Moorhead Public Schools and the Boys & Girls Club of the Red River Valley to provide summer recreational activities and transportation to youth residing at the shelter. Programming included: swimming passes, sports, camp outings, etc.Summer BackPack Pilot ProgramDuring the summer of 2014, John Deere Electronic Solutions partnered with United Way of Cass-Clay and the Great Plains Food Bank to continue the BackPack program for students at elementary schools in Fargo, ND. The program provided six meals to a student over the weekend for twelve weeks (June-August). This is unique to the Fargo community in that community organizations continued to fulfill an unmet need of students having access to food over the weekends during the summer. In order to accomplish the pilot, John Deere Electronic Solutions partnered with United Way of Cass-Clay, CHARISM, the Salvation Army and the Boys & Girls Club of the Red River Valley to ensure families had access and opportunities to receive the meals during the summer months. In addition to providing backpacks of food at community organizations, mobile feeding sties were implemented at neighborhood parks. Backpacks and meals were provided to students at these mobile feeding sites. John Deere Electronic Solutions provided $25,000 in financial resources and volunteers to ensure that up to 500 backpacks of food could be provided to the schools each week for the entire twelve weeks of the summer program. Project Community ConnectIn 2014, the FM Coalition for Homeless Persons coordinated two Project Community Connect events which are designed to connect homeless and imminently homeless persons who face barriers to services including mental health services, medical services, haircuts, dental care, educational opportunities, housing assistance, employment, etc. In addition to connecting persons who are homeless to services, the event helps to better connect service providers to each other and other sectors of society to the problem of homelessness. The event has become a best practices standard around the nation and is a part of the Fargo Ten-Year Plan to End Long-Term Homelessness. United Way of Cass-Clay contributed financially to the event so that the services could be available to homeless and imminently homeless persons in the Cass-Clay community. The Essentials of Nonprofit Administration TrainingUnited Way of Cass-Clay collaborates with Minnesota State University Moorhead (MSUM) Continuing Studies to coordinate the Essentials of Nonprofit Administration course which is a comprehensive nine-month training program for nonprofit professionals that addresses critical issues faced by nonprofit organizations today. The goal of the program is to increase the long-term success of local non-profit agencies and provide training and capacity-building for local non-profit leaders, staff and board members. United Way of Cass-Clay also provides scholarships for non-profit leaders to attend the training.

	(Code: ) (Expenses $ 241,143 including grants of $ 241,143 ) (Revenue $ )
	Childcare Scholarship ProgramIn calendar year 2014, the United Way of Cass-Clay Board of Trustees approved $200,000 in an effort to increase the availability of high quality early childhood care (ages birth to five) to low income families. Families who have lower income have difficulty paying for the cost of high quality care. Additionally, childcare centers do not receive complete reimbursement for the true cost of providing care, thus they are losing money for providing care to lower income families. The programs provides an incentive pool for the four high quality childcare centers currently funded by United Way to increase the number of low income families they served. The four centers are: 1) YMCA of Cass and Clay Counties2) YWCA A Child's World3) Nokomis Childcare Centers4) SENDCAA Childcare Center United Way staff worked collaboratively with the four centers to develop criteria and a formula for dividing the available dollars based upon overall capacity and the percentage of low income families that each center serves. In order to accommodate the administrative work of participating in the pilot, as well as provide staff training and professional development, United Way provided each of the organizations a base funding amount of $25,000. All organizations utilize a common formula to determine the true cost of doing business for their organization; United Way dollars then cover the gap in funding from the amount received from families. Reimbursements are provided on a quarterly basis to each participating provider.Income Stability Initiative Following research on community needs related to Income Stability, the United Way of Cass-Clay Board of Trustees approved the following core issue areas inside our Income Stability funding framework: 1. Supportive and Affordable Housing2. Workforce Development3. Financial Services. Funding for the three impact areas will begin in 2015 through an open RFP process. All funded programs will work towards common goals using shared outcome and indicators, providing the ability to speak about the impact collectively. Taken together, United Way's funding strategy is focused, innovative and research driven.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 241,143 including grants of $ 241,143 ) (Revenue $ )
4e	Total program service expenses5,472,396

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W- 2/1099-MISC)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and Title
(18) Doug Hamilton........................................................................ Board Member (January-March)	1.00 .......................	X		0	0	0
(19) Carol Weber........................................................................ Board Member (January-March)	1.00 .......................	X		0	0	0
(20) Jeff Thomas - Board Member........................................................................ Campaign Chair (January-March)	2.00 .......................	X		0	0	0
(21) Paul Finstad........................................................................ Board Member (January-March)	1.00 .......................	X		0	0	0
(22) Summer Hanson........................................................................ Director of Finance & Administration	50.00 .......................		X	73,123	0	10,161
(23) Sherri J Thomsen........................................................................ President	50.00 .......................		X	97,001	0	21,867

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............	170,124	0	32,028

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

				(A) Total revenue	(B) Related or exempt function revenue	(C) Unrelated business revenue	(D) Revenue excluded from tax under sections 512-514
1a	Federated campaigns..1a
b	Membership dues....1b
c	Fundraising events....1c		15,940
d	Related organizations...1d
e	Government grants (contributions)1e

f	All other contributions, gifts, grants, and similar amounts not included above1f		5,457,979

g	Noncash contributions included in lines 1a-1f:$		10,433
h	Total. Add lines 1a-1f.......			5,473,919
			Business Code
2a	Program Fees		900099	17,500	17,500
b
c
d
e
f	All other program service revenue .
g	Total. Add lines 2a–2f........			17,500
3	Investment income (including dividends, interest, and other similar amounts).......			15,448			15,448
4	Income from investment of tax-exempt bond proceeds..
5	Royalties...........
		(i) Real	(ii) Personal
6a	Gross rents
b	Less: rental expenses
c	Rental income or (loss)
d	Net rental income or (loss).......
		(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	1,731,097
b	Less: cost or other basis and sales expenses	1,683,734	53,826
c	Gain or (loss)	47,363	-53,826
d	Net gain or (loss)..........			-6,463			-6,463
8a	Gross income from fundraising events (not including $ 15,940 of contributions reported on line 1c). See Part IV, line 18 ..
	a		68,712
b	Less: direct expenses ...b		35,806
c	Net income or (loss) from fundraising events..			32,906			32,906
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...
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..
Miscellaneous Revenue			Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See Instructions......			5,533,310	17,500	0	41,891


				(A) Beginning of year		(B) End of year
1	Cash–non-interest-bearing .............				1
2	Savings and temporary cash investments .........			1,990,443	2	1,934,982
3	Pledges and grants receivable, net ...........			3,303,459	3	3,194,888
4	Accounts receivable, net .............			14,384	4	4,500
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ..................
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
					6
7	Notes and loans receivable, net .............				7
8	Inventories for sale or use ..............				8
9	Prepaid expenses and deferred charges ..........			4,573	9	20,246
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	765,097
b	Less: accumulated depreciation .....	10b	404,149	446,177	10c	360,948
11	Investments—publicly traded securities ..........			957,990	11	753,496
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 .....				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........				15
16	Total assets. Add lines 1 through 15 (must equal line 34)......			6,717,026	16	6,269,060
17	Accounts payable and accrued expenses .........			48,632	17	61,721
18	Grants payable .................				18
19	Deferred revenue ................			31,500	19	33,250
20	Tax-exempt bond liabilities .............				20
21	Escrow or custodial account liability. Complete Part IV of Schedule D..				21
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........				22
23	Secured mortgages and notes payable to unrelated third parties ..				23
24	Unsecured notes and loans payable to unrelated third parties ....				24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................			613,789	25	668,600
26	Total liabilities. Add lines 17 through 25.........			693,921	26	763,571
	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............			2,271,172	27	1,626,372
28	Temporarily restricted net assets ...........			3,694,171	28	3,819,081
29	Permanently restricted net assets ...........			57,762	29	60,036
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds ........				30
31	Paid-in or capital surplus, or land, building or equipment fund .....				31
32	Retained earnings, endowment, accumulated income, or other funds				32
33	Total net assets or fund balances ...........			6,023,105	33	5,505,489
34	Total liabilities and net assets/fund balances ........			6,717,026	34	6,269,060