Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
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.") .... | 3,376,591 | 2,060,645 | 2,131,583 | 1,974,029 | 1,815,593 | 11,358,441 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 3,376,591 | 2,060,645 | 2,131,583 | 1,974,029 | 1,815,593 | 11,358,441 |
| 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. | 11,358,441 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 3,376,591 | 2,060,645 | 2,131,583 | 1,974,029 | 1,815,593 | 11,358,441 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 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. | 11,358,441 | |||||
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.) | ||||||
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.).. | ||||||
| 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) | |||||
| 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 |
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|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
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| 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) |
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|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE MISSION OF THE ORGANIZATION IS TO IMPROVE LIVES IN JACKSON COUNTY BY MOBILIZING THE COMMUNITY TO MAKE LASTING CHANGES IN COMMUNITY CONDITIONS. STAFF, AGENCY PARTNERS AND HUNDREDS OF VOLUNTEERS COLLABORATE TO ASSESS NEEDS, TO CREATE PLANS THAT ADDRESS THOSE NEEDS, AND TO RAISE AND INVEST THE RESOURCES NEEDED TO IMPLEMENT THOSE PLANS. IN ADDITION TO CONDUCTING THE ANNUAL COMMUNITY CAMPAIGN, THE ORGANIZATION LEADS AND/OR PARTICIPATES IN THE MANAGEMENT OF 2-1-1 SERVICE FOR JACKSON COUNTY, THE JACKSON COUNTY SUBSTANCE ABUSE PREVENTION COALITION, AND THE UNITED WAY CENTER NONPROFIT CAMPUS. WE ALSO REMAIN INVOLVED WITH SEVERAL INITIATIVES WE HELPED FOUND, INCLUDING THE TEEN PREGNANCY PREVENTION COALITION, PROJECT ACCESS WOMEN'S LEADERSHIP AND THE GREAT START COLLABORATIVE OF JACKSON COUNTY. |
| FORM 990, PAGE 1, PART I, LINE 6 | VOLUNTEERS SERVE ON VARIOUS COMMITEES AND WORK TO HELP THE ORGANIZATION ACCOMPLISH ITS MISSION. THESE VOLUNTEERS HAVE BANDED TOGETHER TO SHARE IDEAS, RESOURCES, PROBLEMS AND SOLUTIONS TO HELP OUR COMMUNITY IN NEED. THE VOLUNTEERS WORK AS TEAMS, FOCUSED ON THE SPECIFIC CHALLENGES FACING OUR COMMUNITY: HELPING CHILDREN SUCCEED IN SCHOOL, MAKING SURE FAMILIES ARE FINANCIALLY STABLE, AND MAKING IT POSSIBLE FOR PEOPLE TO ACHIEVE AND MAINTAIN THEIR HEALTH. |
| FORM 990, PAGE 2, PART III, LINE 4A | DIVERSE LEARNING STYLES; AND SUPPORTING FAMILIES TO IMPROVE ACADEMIC ACHIEVEMENT. PROGRAMS FUNDED INCLUDE BIG BROTHERS BIG SISTERS MENTORING, SCOUTING, SCHOOL OF THE ARTS, EARLY TRUANCY INTERVENTION, FAMILY COUNSELING, AFTERSCHOOL PROGRAMS AND MANY OTHERS. ENERGIZING EDUCATION EARLY LITERACY PROGRAM EXPANDED TO TWO SCHOOLS AND SCALED UP TO SERVE MANY MORE THIS COMING YEAR, AS THE UNITED WAY CONTINUES ALIGNING FUTURE INVESTMENTS IN EDUCATION WITH THE CRADLE2CAREER COMMUNITY PLAN. FINANCIAL STABILITY "PROMOTING FINANCIAL STABILITY AND INDEPENDENCE IN OUR COMMUNITY" IS THE FINANCIAL STABILITY COMMUNITY SOLUTIONS TEAM MISSION. GIVEN OUR COMMUNITY'S ECONOMIC CONDITIONS, THIS TEAM INVESTED APPROX. 300,000 IN ANNUAL CAMPAIGN FUNDS, AND ADMINISTERED SEVERAL OTHER FUNDING SOURCES SUPPORTING PROGRAMS PRIMARILY MEETING BASIC NEEDS; PROVIDING UTILITY, FOOD AND HOUSING ASSISTANCE THROUGH PARTNERSHIPS WITH 2-1-1, THE FOOD BANK AND END HUNGER COALITION, AND NUMEROUS OTHER PARTNERS. PROMOTING A SAFE HOME ENVIRONMENT IS ALSO CRITICAL; FUNDING TO THE AWARE SHELTER, JOHN GEORGE AND JACKSON FRIENDLY HOMES FURTHER THAT GOAL. LEGAL SERVICES, HOME OWNERSHIP SUPPORTS, THE GUARDIAN PROGRAM AND FINANCIAL FREEDOM SERVICES ARE FUNDED, AND THIS YEAR UWJC WAS A PRIMARY SUPPORTER OF JACKSON'S SUCCESSFUL VOLUNTEER INCOME TAX PREPRATION SERVICE, WHICH BROUGHT OVER 5,000,000 IN TAX RETURNS AND CREDITS BACK TO OUR POOREST WORKING HOUSEHOLDS HEALTH "PARTNERING TO INCREASE OPPORTUNITIES TO IMPROVE AND SUSTAIN COMMUNITY HEALTH" IS THE MISSION OF THE HEALTH CST. THIS TEAM FORMALLY ALIGNED WITH THE HEALTH IMPROVEMENT ORGANIZATION, AND IS PRIMARILY FOCUSED ON A) ENSURING ALL JACKSON COUNTY RESIDENTS HAVE ACCESS TO HEALTH RESOURCES (INCLUDING PREVENTION, TREATMENT, AND A HEALTHY ENVIRONMENT), AND B) FOSTERING HEALTHIER BEHAVIORS. THE TEAM INVESTED APPROX 285,000 FROM ANNUAL CAMPAIGN FUNDS AND DESCRETIONAY GRANTS (THOSE GRANTS WERE SUPPORTED BY THE ALLEGIANCE FOUNDATION). ADDITIONAL FINANCIAL AND STAFF SUPPORT WAS INVESTED INTO PROGRAMS WHICH DELIEVERED IMPRESSIVE RESULTS. THE TEEN PREGNANCY PREVENTION INITIATIVE ALSO CONTINUED ITS GROWTH AND DEVELOPMENT, CONTINUING TO DRIVE DOWN THE RATES OF TEEN PREGNANCY IN OUR COUNTY, AND THE JACKSON COUNTY SUBSTANCE ABUSE PREVENTION COALITION (HOUSED BY UNITED WAY) CONTINUED ITS WORK OF KEEPING KIDS AND ADULTS FROM ALCOHOL AND OTHER DRUG USAGE, INCLUDING ADMINISTERING A FEDERAL DRUG FREE COMMUNITIES GRANT AS WELL AS LOCAL AND STATE FUNDING. CAPACITY BUILDING THE UNITED WAY FUNDS SPECIFIC PROGRAMS AND HOLDS THOSE PROGRAMS ACCOUNTABLE TO ACHIEVE THEIR PROJECTED RESULTS. HOWEVER, MANY OF OUR PARTNERS HAVE BEEN STRUGGLING TO RAISE THE GENERAL OPERATIONAL SUPPORT WHICH ALLOWS THEM TO ENSURE QUALITY AND STABILITY IN THEIR PROGRAMMING, AND TO ASSIST UNITED WAY IN OUR ONGOING PLANNING AND DEVELOPMENT ACTIVITIES. ALL UNITED WAY FUNDED PARTNERS WERE PROVIDED WITH PAID CAPACITY BUILDING SUPPORT OPPORTUNITIES, WHICH THEY USED FOR ORGANIZATIONAL ASSESSMENTS AND TO ADDRESS THEIR CHALLENGES IN GOVERNANCY, FUND DEVELOPMENT, STRATEGIC PLANNING OR OTHER IDENTIFIED AREAS. OVER 20,000 FROM ANNUAL CAMPAIGN FUNDS WAS SPENT FOR THOSE SERVICES. COMMUNITY CAPACITY WAS ALSO STRENGTHENED BY OUR SUPPORT OF CENTRAL MICHIGAN 2-1-1 (SUPPORTING JACKSON COUNTY CALLS AND SERVING AS FIDUCIARY FOR ALL REGIONAL PARTNERS);UNITED WAY SPENT 44,593 IN LOCAL FUNDS TO PROVIDE 2-1-1 SERVICE TO JACKSON COUNTY THIS YEAR. FOSTERING PHILANTHROPY THROUGH DONOR CHOICE UNITED WAY STRIVES TO MAKE WISE INVESTMENTS WITH OUR DONORS' FUNDS. UNDESIGNATED GIFTS ALLOW OUR COMMUNITY SOLUTIONS TEAMS TO SUPPORT JACKSON'S CAREFULLY CRAFTED PLANS TO IMPROVE EDUCATION, FAMILY FINANCIAL STABILITY AND HEALTH IN OUR COUNTY. HOWEVER, MANY DONORS STILL PREFER TO DESIGNATE THEIR CONTRIBUTIONS TO SPECIFIC CHARITABLE ORGANIZATIONS, AND UNITED WAY CONTINUES TO COLLECT, PROCESS AND DISTRIBUTE THOSE CONTRIBUTIONS AS A SERVICE TO OUR DONORS. OVER 140,000 IN DIRECT DESIGNATIONS WAS RECEIVED THROUGH THE ANNUAL CAMPAIGN, PROCESSED (WITH PROCESSING FEES DEDUCTED) AND DISTRIBUTED TO THOSE DESIGNATED NONPROFIT ORGANIZATIONS. UNITED WAY ALSO CONTINUED TO ADMINISTER THE STATE EMPLOYEES COMBINED CAMPAIGN FOR THE COUNTY, BRINGING ADDITIONAL CHARITABLE CONTRIBUTIONS TO JACKSON'S NONPROFITS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | UPON COMPLETION, THE FORM 990 IS PRESENTED TO THE FINANCE COMMITTEE, EXECUTIVE BOARD, AND THEN THE FULL BOARD OF DIRECTORS FOR REVIEW AND DISCUSSION OF THE FORM. AFTER DISCUSSION, THE BOARD APPROVES THE FORM, WITH ANY CHANGES TO BE MADE, AND THEN INSTRUCTS MANAGEMENT TO PROPERLY FILE THE FORM. |
| FORM 990, PAGE 6, PART VI, LINE 12C | EACH BOARD MEMBER IS REQUIRED TO COMPLETE THE CONFLICT OF INTEREST FORM. IF ANY CONFLICTS ARE PRESENTED THE BOARD ADDRESSES THE POTENTIAL CONFLICT AND ESTABLISHES A PROCEDURE TO INSURE THAT THE ORGANIZATION IS PROTECTED FROM ANY ACTIONS THAT MAY ARISE FROM THE CONFLICT OF INTEREST. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE UNITED WAY BOARD OF DIRECTORS BENCHMARKS CEO COMPENSATION LEVELS AGAINST COMPARABLE-SIZED UNITED WAY ORGANIZATIONS (AS PUBLISHED IN AN ANNNUAL SURVEY), ALONG WITH OTHER RELEVANT COMPENSATION DATA OBTAINED FROM INDUSTRY SURVEYS AND ANALYSIS. EACH YEAR THE BOARD CONDUCTS AN ANNUAL PERFORMANCE REVIEW OF THE CEO, AND THEN VOTES TO ESTABLISH A COMPENSATION AMOUNT WITHIN THE ESTABLISHED RANGE TO REFLECT PERFORMANCE. THE BOARD IS CURRENTLY CONDUCTING A COMPLETE REVIEW AND UPDATING OF THAT PROCESS TO ENSURE BEST PRACTICES CONTINUE TO BE FOLLOWED. |
| FORM 990, PAGE 6, PART VI, LINE 15B | COMPENSATION LEVELS FOR OFFICERS, KEY EMPLOYEES, AND ALL OTHER STAFF ARE MADE BY THE EXECUTIVE DIRECTOR, AND MUST FALL WITHIN THE APPROVED SALARY RANGES HELD BY THE ORGANIZATION AND APPROVED BY THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE GOVERNING DOCUMENTS OF THE ORGANIZATION ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. ALSO, THE FORM 990 IS ON GUIDESTAR AND THE AUDIT IS POSTED TO THEIR WEBSITE EACH YEAR. |
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