TY 2018 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) Denise Kolpack - Chair...................................................................... (Jan-March)/Board Member(March-Dec)	1.00 .................	X	X
(2) Susan Jarvis - Chair Elect...................................................................... (Jan-March)/Chair (March-Dec)	2.00 .................	X	X
(3) Matt Leiseth -Vice Chair...................................................................... (Jan-March)/Chair Elect(March-Dec)	2.00 .................	X	X
(4) Lisa Borgen - Board Member...................................................................... (Jan-March)/Vice Chair (March-Dec)	2.00 .................	X	X
(5) Jay Lies...................................................................... Treasurer	2.00 .................	X	X
(6) Anne Blackhurst...................................................................... Board Member (Jan-March)	1.00 .................	X
(7) Camille Grade...................................................................... Board Member - Governance Chair	1.00 .................	X
(8) Chris Lerum...................................................................... Board Member	1.00 .................	X
(9) Dan Dougherty...................................................................... Board Member	1.00 .................	X
(10) Danielle Paulus...................................................................... Board Member	1.00 .................	X
(11) Erik Hatch...................................................................... Board Member (March-Dec)	1.00 .................	X
(12) Faith Nunjuri...................................................................... Board Member (March-Dec)	1.00 .................	X
(13) Jeff Schatz...................................................................... Board Member (March-Dec)	1.00 .................	X
(14) Joanna Slominski...................................................................... Board Member	1.00 .................	X
(15) Joel Vettel...................................................................... Board Member (Jan-March)	1.00 .................	X
(16) John Biwer...................................................................... Board Member	1.00 .................	X
(17) Kim Pladson...................................................................... Board Member	1.00 .................	X

- 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.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

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 12, 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 (Form 990 or 990-EZ).)

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 agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

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 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

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 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2018

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 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) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	5,473,919	5,235,228	5,559,806	5,547,910	5,754,940	27,571,803
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	5,473,919	5,235,228	5,559,806	5,547,910	5,754,940	27,571,803
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.						27,571,803

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(f) Total
7	Amounts from line 4..	5,473,919	5,235,228	5,559,806	5,547,910	5,754,940	27,571,803
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	15,448	19,722	17,507	19,738	29,381	101,796
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						27,673,599

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

496,588

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 2018 (line 6, column (f) divided by line 11, column (f)) .........

99.630 %

Public support percentage for 2017 Schedule A, Part II, line 14 ...............

99.300 %

16a

33 1/3% support test—2018. 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—2017. 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—2018. 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—2017. 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) 2018

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(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) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(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 2018 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2017 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2018 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2017 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2018. 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—2017. 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) 2018

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d 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 12a or 12b 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 (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) 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 section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

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

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 9a) 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 9a) 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 section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b 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

Schedule A (Form 990 or 990-EZ) 2018

Page 5

Part IV

Supporting Organizations (continued)

Yes

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

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, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) 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) 2018

Page 6

Part V

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

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). 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

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) 2018

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)

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 2018 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-2018	(iii) Distributable Amount for 2018
1 Distributable amount for 2018 from Section C, line 6
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2018:
a From 2013.......
b From 2014.......
c From 2015.......
d From 2016.......
e From 2017.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2018 distributable amount
i Carryover from 2013 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2018 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2018 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2019. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2014......
b Excess from 2015.....
c Excess from 2016.....
d Excess from 2017.....
e Excess from 2018.....

Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018

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) 2018

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.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

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 other 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. Don't 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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2018)

Schedule B (Form 990, 990-EZ, or 990-PF) (2018) 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
		$	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) (2018)

Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Page 3

Name of organization United Way of Cass-Clay		Employer identification number 41-0810008

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) (2018)

Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

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.) $ 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) (2018)

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," on 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.
SchDMd Bullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

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" on 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" on 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 7/25/06, 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, 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" on 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 on 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 on 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) 2018

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" on 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


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

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" on Form 990, Part IV, line 10.

		(a)Current year	(b)Prior year	(c)Two years back	(d)Three years back	(e)Four years back

1a	Beginning of year balance ....	80,881	70,150	63,690	60,036	57,762
b	Contributions ...	1,560	1,160	3,681	3,654	2,274
c	Net investment earnings, gains, and losses	-4,590	9,571	2,779	-931	-39
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...				-931	-39
f	Administrative expenses ....
g	End of year balance ......	77,851	80,881	70,150	63,690	60,036

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

90.030 %

Temporarily restricted endowment SchDMd Bullet

9.970 %

The percentages on 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" on 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" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	20,000		20,000
b	Buildings ....	555,353	303,464	251,889
c	Leasehold improvements
d	Equipment ....	110,293	91,696	18,597
e	Other .....	138,733	128,550	10,183
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				300,669

Schedule D (Form 990) 2018

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered "Yes" on 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........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on 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

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

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

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

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

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)
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) 2018

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	5,557,494
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	-125,950
b	Donated services and use of facilities .........	2b	82,000
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d	-241,576
e	Add lines 2a through 2d .....................			2e	-285,526
3	Subtract line 2e from line 1..................			3	5,843,020
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	59,064
c	Add lines 4a and 4b....................			4c	59,064
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	5,902,084

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	5,509,597
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a	82,000
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d	-59,064
e	Add lines 2a through 2d....................			2e	22,936
3	Subtract line 2e from line 1...................			3	5,486,661
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	241,576
c	Add lines 4a and 4b.....................			4c	241,576
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	5,728,237

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 2015.
Part XI, Line 2d - Other Adjustments:	Grants Reclassified from Revenues on Form 990 -234,912. Investment Fees Reclassed from Revenue on Form 990 -6,664.
Part XI, Line 4b - Other Adjustments:	Special Events Expenses Reclassed from Expenses on Form 990 -53,244. Special Events Revenue Reclassed from Expenses on Form 990 112,308.
Part XII, Line 2d - Other Adjustments:	Special Events Expenses Reclassed from Expenses on Form 990 53,244. Special Events Revenues Reclassed from Expenses on Form 990 -112,308.
Part XII, Line 4b - Other Adjustments:	Grants Reclassified from Revenues on Form 990 234,912. Investment Fees Reclassed from Revenue on Form 990 6,664.

Schedule D (Form 990) 2018

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" on 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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2018

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" on 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?

YesNo

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 990 or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990 or 990-EZ) 2018

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" on 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 Women United Golf (event type)	(b) Event #2 Women United Luncheon (event type)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	39,579	72,729	112,308
2	Less: Contributions . . . .	22,258	14,869	37,127
3	Gross income (line 1 minus line 2) . . . . . .	17,321	57,860	75,181

4	Cash prizes . . . . .
5	Noncash prizes . . . .
6	Rent/facility costs . . . .	4,098	15,000	19,098
7	Food and beverages . . .	2,598	13,581	16,179
8	Entertainment . . . .		15,000	15,000
9	Other direct expenses . . .	1,379	1,589	2,968
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .			53,245
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .			21,936

Part III

Gaming. Complete if the organization answered "Yes" on 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))
1	Gross revenue . . . . .

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	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) 2018

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 activity 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) 2018

Additional Data

Software ID:
Software Version:

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

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" on 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) Afro American Development Association 1132 28th Ave S Ste 6 Moorhead,MN56560	47-2210302	501(c)(3)	6,408	Support Agency Programs
(2) American Red Cross Dakotas Region 2602 12th St N Fargo,ND58102	45-0280066	501(c)(3)	62,368	Support Agency Programs
(3) Barnesville Area Helpers 124 2nd Ave SE Barnesville,MN56414	41-1979323	501(c)(3)	11,471	Support Agency Programs
(4) Boy Scouts of America Northern Lights Council 4200 19th Ave SW Fargo,ND58103	45-0226415	501(c)(3)	13,999	Support Agency Programs
(5) Boys & Girls Club of the Red River ValleyYouth Commission 2500 18th St S Fargo,ND58103	45-0316132	501(c)(3)	22,598	Support Agency Programs
(6) Cass County Social Services 1010 2nd Ave S Fargo,ND58103	45-6002205	Cass County	10,000	Support Agency Programs
(7) Catholic Charities North Dakota 5201 Bishops Blvd Ste B Fargo,ND581047605	45-0226416	501(c)(3)	24,802	Support Agency Programs
(8) CHARISM 122 1/2 N Broadway Fargo,ND58102	45-0435273	501(c)(3)	104,402	Support Agency Programs
(9) Churches United for the Homeless 1901 1st Ave N Moorhead,MN56560	41-1594892	501(c)(3)	85,710	Support Agency Programs
(10) Community of Care 41 Langer Ave S Casselton,ND58012	26-1488596	501(c)(3)	28,084	Support Agency Programs
(11) Emergency Food Pantry 1104 4th Ave N Fargo,ND58102	51-0138107	501(c)(3)	10,000	Support Agency Programs
(12) Fargo Cass Public Health 1240 25th St S Fargo,ND58103	45-6002069	Fargo Cass	120,528	Support Agency Programs
(13) Fargo Public Schools- Fargo Adult Learning Center 1305 9th Ave S Fargo,ND58103	45-6000294	Fargo Public Schools	50,315	Support Agency Programs
(14) FirstLink 4357 13th Ave SW Ste 107L Fargo,ND58103	41-0419491	501(c)(3)	70,570	Support Agency Programs
(15) FM Coalition to End Homelessness 417 Main Ave Ste 206 Fargo,ND58103	41-2198589	501(c)(3)	30,000	Support Agency Programs
(16) FM Dorothy Day House of Hospitality 714 8th St S Moorhead,MN56560	41-1452555	501(c)(3)	62,124	Support Agency Programs
(17) Fraser Ltd 2902 University Dr S Ste 2 Fargo,ND58103	45-0226418	501(c)(3)	30,333	Support Agency Programs
(18) Great Plains Food Bank 1720 3rd Ave N Fargo,ND58102	47-2229589	501(c)(3)	101,812	Support Agency Programs
(19) Healthcare Equipment Recycling Organization (HERO) 5012 53rd St S Ste C Fargo,ND58104	45-0457109	501(c)(3)	10,087	Support Agency Programs
(20) Hospice of the Red River Valley 1701 38th St S Ste 101 Fargo,ND581034499	45-0349152	501(c)(3)	20,988	Support Agency Programs
(21) Lakes and Prairies Community Action Partnership Inc (CAPLP) 715 11th St N Ste 402 Moorhead,MN56560	41-0905871	501(c)(3)	159,187	Support Agency Programs
(22) Legal Services of Northwest Minnesota 1015 7th Ave N Dilworth,MN56560	41-1291705	501(c)(3)	30,000	Support Agency Programs
(23) Lutheran Social Service of Minnesota 715 11th St N Ste 401C Moorhead,MN56560	41-0872993	501(c)(3)	55,751	Support Agency Programs
(24) Lutheran Social Services of North Dakota 3911 20th Ave S Fargo,ND58103	45-0226421	501(c)(3)	98,105	Support Agency Programs
(25) Moorhead Area Public Schools 2410 14th St S Moorhead,MN56560	41-6008721	Moorhead Schools	107,742	Support Agency Programs
(26) Fargo Union Mission Inc New Life Center 1902 3rd Ave N Fargo,ND58102	45-0228056	501(c)(3)	133,830	Support Agency Programs
(27) North Dakota Autism Center Inc 647 13th Ave E Ste A West Fargo,ND58078	20-8129476	501(c)(3)	21,007	Support Agency Programs
(28) Rape & Abuse Crisis Center 317 8th St N Fargo,ND58102	41-1310289	501(c)(3)	232,208	Support Agency Programs
(29) Rebuilding Together Fargo-Moorhead Area 700 Main Ave Ste 10 Fargo,ND58103	27-4415410	501(c)(3)	27,519	Support Agency Programs
(30) Red River Children's Advocacy Center 100 S 4th St Ste 302 Fargo,ND58103	20-1095721	501(c)(3)	46,311	Support Agency Programs
(31) Red River Human Services Foundation 2506 35th Ave S Ste A Fargo,ND58104	45-0353814	501(c)(3)	47,562	Support Agency Programs
(32) Rural Enrichment and Counseling Headquarters (REACH) 421 5th St Hawley,MN56549	41-1716149	501(c)(3)	31,086	Support Agency Programs
(33) The Salvation Army 304 Roberts St Fargo,ND58102	41-0698597	501(c)(3)	35,846	Support Agency Programs
(34) Sexual Abuse Treatment Program (SATP) 2624 9th Ave SW Fargo,ND581032350	41-1310289	501(c)(3)	26,181	Support Agency Programs
(35) Sisters of the Presentation of the Blessed Virgin Mary 1101 32nd Ave S Fargo,ND58103	53-0196617	501(c)(3)	215,915	Support Agency Programs
(36) Solutions Behavioral Healthcare Professionals Inc 891 Belsly Blvd Moorhead,MN56560	41-1949975	501(c)(3)	174,000	Support Agency Programs
(37) South Central Adult Services 624 Main Ave Ste 5 Fargo,ND58103	45-0373281	501(c)(3)	17,306	Support Agency Programs
(38) South East Education Cooperative (SEEC) 1305 9th Ave S Fargo,ND58103	47-5548763	501(c)(3)	90,000	Support Agency Programs
(39) SouthEastern North Dakota Community Action Agency 3233 S Univ Dr Fargo,ND581046221	45-6014870	501(c)(3)	38,798	Support Agency Programs
(40) TNT Kid's Fitness & Gymnastics Academy 2800 Main Ave Fargo,ND58103	20-3459549	501(c)(3)	42,958	Support Agency Programs
(41) The Village Family Service Center 1201 25th St S Fargo,ND581069859	45-0226423	501(c)(3)	389,675	Support Agency Programs
(42) Vocational Training Center 424 9th Ave S Fargo,ND581032898	45-0277254	501(c)(3)	15,453	Support Agency Programs
(43) YMCA of Cass and Clay Counties 400 1st Ave S Fargo,ND58103	45-0232096	501(c)(3)	285,573	Support Agency Programs
(44) Youthworks 317 S University Dr Fargo,ND58103	46-0345922	501(c)(3)	101,454	Support Agency Programs
(45) YWCA Cass Clay 3100 12th Ave N Fargo,ND58102	45-0226435	501(c)(3)	300,694	Support Agency Programs
(46) United Way of Richland-Wilkin 802 Dakota Ave Wahpeton,ND58075	45-0335679	501(c)(3)	6,189	Support Agency Programs
(47) United Way of Northeastern SD 13th 2nd Ave SE Ste 1 Aberdeen,SD57401	23-7086355	501(c)(3)	7,145	Support Agency Programs
(48) United Way of Dickinson PO Box 501 Dickinson,ND586020501	45-0345635	501(c)(3)	7,190	Support Agency Programs
(49) Brookings Area United Way PO Box 750 Brookings,SD570060750	23-7151498	501(c)(3)	7,856	Support Agency Programs
(50) Souris Valley United Way 1941 4th St SW Minot,ND58701	45-0308679	501(c)(3)	10,294	Support Agency Programs
(51) Sioux Empire United Way 1000 NW Ave Ste 120 Sioux Falls,SD571041332	46-0233701	501(c)(3)	11,671	Support Agency Programs
(52) Missouri Slope Areawide United Way 1223 S 12th St Ste 2 Bismarck,ND58504	45-0387741	501(c)(3)	24,051	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) 2018

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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 noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

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:

In addition to our dedicated staff positions, volunteers play an important role in ensuring dollars entrusted to United Way are leveraged to their maximum capacity by evaluating programs' client outcomes, alignment with the United Way strategy, and the overall impact on the community. Once a Notice of Funds Available has been published for an applicable grant cycle, all submitted Letters of Intent (LOIs) are reviewed by the volunteer Community Investment Committee (CIC). Along with reviewing each submitted LOI, the CIC will conduct on-site visits with each organization. Following this review, the CIC will invite applicants to submit a full Request for Proposal (RFP) based on eligibility criteria, alignment with United Way's goals and strategies, and their demonstrated ability to measure performance indicators. Once applicants have submitted the RFP, United Way will organize volunteers to conduct a panel review where volunteers review proposals, tour applicants' facilities, and gain further information and perspective on the specific programming. These volunteers will make an initial funding recommendation based on their review of the proposals utilizing an evaluation rubric to guide scoring of RFPs and the conducted site visits. Following the panel reviews of all submitted RFPs, the CIC will convene to review all individual panel recommendations and make a final funding recommendation to the Board of Trustees. The process concludes with the Board of Trustees, who makes final funding decisions. Additionally, each of our funded community partners must submit impact reporting at least twice a year. These reports include, but are not limited to, shared performance measures, program outcome reports, client demographics, and impact stories. United Way staff review and aggregate submitted shared performance measures which are presented to the Board of Trustees for review and shared with the community through our Annual Report.

Schedule I (Form 990) 2018

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization

United Way of Cass-Clay

Employer identification number

41-0810008

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..	X		2,609	Selling Price
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...	X	8	6,415	Selling Price
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( School Supplies )	X	372	20,040	Selling Price
26 Other ( )
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

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

Cat. No. 51227J

Schedule M (Form 990) (2018)

Page 2

Part II

Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation

Schedule M (Form 990) (2018)

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

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

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	When faced with a long-term, critical workforce shortage, a unified community effort is the best strategy. Since 2015, United Way has partnered with local organizations to collaboratively tackle our workforce challenge. In 2018, United Way launched the UNITED for Workforce Development Pathways. There is tremendous potential for individuals currently living in poverty to be a part of solving our workforce shortage in our local community. This new initiative will work to unite our community to see the potential of underemployed and unemployed individuals to positively impact their own lives and meet our community's growing workforce demands. The goals of UNITED for Workforce Development Pathways Initiative are: GOAL 1: ESTABLISH and INCREASE collaboration and partnership among workforce development agencies, educational institutions, and community based organizations to leverage resources and align services to help new Americans and low-income individuals enter the workforce and elevate their employment and career opportunities GOAL 2: IDENTIFY and REMOVE the gaps and barriers that currently exist for new Americans and low-income individuals to enter the workforce and attain and retain family sustaining employment GOAL 3: POSITION underemployed and unemployed workers on a path to long-term family-sustaining employment and career success GOAL 4: INCREASE Access to educational services such as training classes, skill training, GED classes, and ELL classes Access to supportive services such as housing, transportation, and child care *The number of eligible workers to enter the workforce to meet and respond to the local workforce shortage One way of doing this is by investing in a Workforce Development Case Manager. United Way has collaborated with CAPLP (Lakes and Prairies Community Action Partnership, Inc.) and Minnesota State Community and Technical College (MState) to provide training, education and support to low-income families to meet the skills gap and to address the three key components of a two-generation model: education, economic support and social capital. The Workforce Development Case Manager assists low-income individuals with the skills and support necessary to obtain and maintain living-wage employment in the highest-demand career areas in our region. Through this continued partnership the workforce development case manager will continue to provide support to clients in these MState training programs: welding and certified nursing assistant (CNA). In 2018, 19 individuals earned a certificate in CNA or welding and 71% of individuals obtained living-wage employment within 3 months of completing the program.
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 4	The following amendments were made to the Bylaws during 2018: Article IV: Board of Trustees, Section 1: Composition: The amended version of Article IV, Section 1: Composition includes language which explicitly states a minimum number of board members for the organization. The amended sentence reads "The size of the Board shall consist of a minimum of 12 members and up to 16 members from the Cass/Clay area" instead of just stating the maximum number of board members. Article IV, Section 2: Election: Article IV, Section 2 now states that "The Board shall be elected from nominees presented by the Governance Committee, and additional nominees willing and able to serve may be presented by petition signed by twenty-five (25) verifiable members, provided such petition is received in the office of the President & CEO no later than December 31st for consideration for the following year." Previously petitions had to be received not less than 14 days prior to the date of the annual meeting. Article XI: Articles XI was amended to state: Alterations, amendments, or repeals, in whole or in part, of the by-laws may be made by a majority of the Board of Trustees at any regular meeting. A notice in writing of the proposed action will be given to each Trustee at least 10 days before such meeting."
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. The size of the Board shall consist of a minimum of 12 members and up to 16 members from the Cass/Clay area. In addition, the Campaign Chair shall serve on the Board for the year they lead the campaign.
Form 990, Part VI, Section B, line 11b	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 reviews the disclosures. Committee members and community impact panel members also complete the forms annually.
Form 990, Part VI, Section B, line 15	The Executive Committee meets to approve the President's salary and benefits. The Executive Committee 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 Executive Committee 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.
Form 990, Page 6, Part VI, Line 4	Bylaw Amended: Article IV: Board of Trustees, Section 1: Composition The amended version of Article IV, Section 1: Composition includes language which explicitly states a minimum number of board members for the organization. The amended sentence reads "The size of the Board shall consist of a minimum of 12 members and up to 16 members from the Cass/Clay area" instead of just stating the maximum number of board members. Effective May 2018.

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

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2018

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: We improve lives by activating resources to solve complex community issues and create lasting social change.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	17
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	17
5	Total number of individuals employed in calendar year 2018 (Part V, line 2a) ......	5	14
6	Total number of volunteers (estimate if necessary) .............	6	3,437
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) .........	5,547,910	5,754,940
9	Program service revenue (Part VIII, line 2g) .........	17,500	35,710
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	60,393	89,498
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	22,992	21,936
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	5,648,795	5,902,084
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	4,076,047	4,058,790
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)	927,957	1,077,938
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 513,911
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	547,165	591,509
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	5,551,169	5,728,237
19	Revenue less expenses. Subtract line 18 from line 12.......	97,626	173,847
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	6,077,755	6,088,499
21	Total liabilities (Part X, line 26).............	392,617	355,464
22	Net assets or fund balances. Subtract line 21 from line 20.....	5,685,138	5,733,035

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 4,670,976 including grants of $ 3,785,957 ) (Revenue $ 4,660 )
	Bold Community Goals:United Way makes investments in measureable progress toward increasing access and reducing barriers for underserved, at-risk and vulnerable individuals to achieve 4 BOLD Community Goals:1. Reduce Hunger & Homelessness2. Prepare Children to Succeed3. Help People be Independent4. Lift People out of PovertyUnder BOLD Goal #1, Reduce Hunger & Homelessness, we know serving homeless and hungry individuals and families does not happen in silos but rather on a continuum of care. There are often multiple entry points into the supportive services system, with the ultimate goal for each individual and family to obtain and maintain stable affordable housing and become food secure. United Way sees an opportunity to reduce hunger and homelessness by improving systems and strengthening partnerships, ultimately leading to homelessness and hunger being rare, brief and non-reoccurring. How we did this:- Collaborated with community partners to work together to look at long-term solutions for hunger insecurity in our community- Developed and invested in Housing First and provided Housing Navigators to increase access and remove barriers to stable housing for individuals facing homelessnessResulting in:- 2,312 children received food on weekends and during summer when school was not in session- 83% of teachers surveyed said students are ready to participate and learn at school Monday mornings because of receiving food on Friday through school based programs- 232 people attain stable housing while in housing programs- 94% of individuals were able to maintain stable housing for 6 month while in programming- 65% of clients self-reported a reduction in overall usage of costly social servicesUnder BOLD Goal #2, Prepare Children to Succeed, we seek to make investments toward measureable progress to prepare children to enter school ready to succeed and ensure students are successful as they progress through school and upon graduation are "choice ready" for postsecondary or workforce. United Way continues to place a high emphasis on partnerships and programs that can demonstrate a higher level of quality in programming, as quality programming ensures that children and families are exposed to positive nurturing experiences and can demonstrate effectiveness with outcomes. United Way recognizes that quality programming can occur in multiple settings and will continue to foster and invest partnerships between school districts and community-based providers to expand early learning opportunities.How we did this:- Increased number of children enrolled in quality pre-K programming by 25% throughout the metro from the 2016-17 to the 2017-18 school year, with 459 children enrolled throughout 2017-18 school year- Collaborated with community-based afterschool programs in 9 schools throughout the metro and provided literacy supports in 27 schools in the metro and rural Cass CountyResulting in:- 95% of children enrolled in Pre-K programs demonstrated growth on age-appropriate skills preparing them socially, emotionally and academically for Kindergarten - 93% of children spent time with a positive role model- 458 Kindergarten-3rd Graders received literacy support through ND Reading Corps- 80% of those who completed the program improved on reading skills Under BOLD Goal #3, Help People be Independent, we seek to make investments toward measureable progress to increase access and reduce barriers to health and behavioral resources in health care and community settings and increase access and reduce barriers to social and vocational opportunities. We know that what makes us healthy is more than just clinical care, genes and biology. 80% of what makes an individual healthy is: Living and working conditions; Income, education level, access to social support, exposure to crime and violence and health behaviors; and availability of safe and affordable housing, quality jobs, transportation options, and opportunities for recreation.How we did this:- Collaborated with community-based nonprofit service providers, school districts and corporate partners to provide school-based behavioral and mental health supports in 7 schools- Provided comprehensive wraparound services to seniors so they can stay independent and in their own homesResulting in:- 266 students were referred or received mental health support while at school during the 2017-18 school year - 608 seniors received services to help keep them independent or delay the need for assisted livingUnder BOLD Goal #4, Lift People out of Poverty, we seek to make investments toward measureable progress to support families by increasing access to quality, affordable childcare and workforce development programs, ultimately increasing wages to a self-sustaining level. United Way sees opportunity in aligning and coordinating efforts to increase access and remove barriers to services. By providing coordinated access to services, more individuals will have access to services that will assist them in becoming self-sufficient. This will reduce unnecessary duplication of services provided by multiple programs and ensure that individuals are connected with the right services at the right time and in the right location.How we did this:- Expanded from 1 Workforce Case Manager to 6 Workforce Case Managers to provide low-income individuals with skills and supportive services necessary to obtain and maintain living-wage employment in the highest-demand career areas- Invested in child care scholarships that provide opportunities for children of low-income working families to access quality early childhood educationResulting in:- 19 individuals earned a certificate in CNA or welding- 71% of individuals obtained living-wage employment within 3 months of completing the program- 4/5 children who received scholarship are developmentally on track socially and emotional- 117 children from low-income working families accessed quality child care because of child care scholarships, average of 77 per month

4b	(Code: ) (Expenses $ 36,469 including grants of $ 25,812 ) (Revenue $ 31,050 )
	Leadership Programs:35 Under 35 Leadership ProgramThe purpose of the United Way 35 Under 35 Women's Leadership Program is to:Mobilize the caring power of womenEnergize and inspire women to make a differenceDeepen leadership opportunities in the Cass-Clay community for young womenSince 2009, 350 local women have participated in the leadership program. The 10th annual program began in January 2018 and participants met monthly for 6 months to focus on various issues pertinent to young leaders. Each session is led and presented by local leaders and includes training and discussion as well as goal-setting, communication, personal growth, board leadership, public speaking, conflict management, and several additional leadership topics.Employers of United Way 35 Under 35 Women's Leadership Program participants benefit greatly from the experience as participants are able to: Connect with a diverse network of dynamic young women and local leadersExpand knowledge of the community and opportunities to serve in leadership positionsGain confidence and skills to lead in current and future positions at their companies/organizationsEmerging Leaders ProgramEmerging Leaders is a network of community-minded professionals who are looking to make connections with purpose while creating real and lasting change in our community. This is an opportunity for leaders to position themselves to take action and learn how to effectively give back their time, talents and resources to make the greatest impact in our community.Through events, Emerging Leaders have the ability to connect and build skills with local professionals who have the same interest to improve our community through United Way's BOLD Goals. They also have the opportunity to roll up their sleeves and volunteer with other Emerging Leaders by sharing their knowledge and skills with the community.In 2018, there were 631 members of the Emerging Leaders program representing 119 businesses.

4c	(Code: ) (Expenses $ 262,557 including grants of $ 247,021 ) (Revenue $ )
	Community Investment:United Way hosts three major community volunteer events and programs each year: School Supply Drive, Day of Caring and Imagination Library. School Supply Drive2018 marked the 20th year of the annual School Supply Drive, which provides students in need with a new backpack filled with supplies so they can start the school year confident, ready to learn and prepared to succeed. 6,097 local kindergarten through 12th grade students were equipped with backpacks filled with school supplies. These students were from over 70 local schools and more than 500 volunteers helped in collecting supplies, preparing backpacks, and distributing them to students in our community. Day of CaringEvery year, local seniors request the community's help to prepare for winter by completing tasks from raking and mowing to basic cleaning and organizing. They enjoy an afternoon of companionship as well as assistance from the caring United Way volunteers.2018 marked the 27th annual Day of Caring volunteer event in our community. More than 1,900 individuals volunteered their time to help more than 500 senior citizens in their homes.Imagination Library 2018 marked the 15th year of United Way's local partnership with this national program. United Way partners with the Dolly Parton Foundation to provide children ages birth through 5 with a free book in the mail each month to help spark a love for reading. Our partnership provides children in Cass and Clay counties the possibility to build a home library of 60 books before they enter kindergarten.Because parents are a child's first teacher, Imagination Library gives them a fun and easy way to get involved with their child's early education. Studies show that 97 percent of parents surveyed reported that the program has encouraged them to read more to and with their children.In 2018, 101,591 books were distributed to 8,016 local children monthly. Additionally, United Way is proud to sponsor the following community events and programs:VITA: Since 2014, United Way has invested $10,000 annually to two Volunteer Income Tax Assistance (VITA) programs. It's more than providing people with education and resources about financial stability; it's giving them support and encouragement and creating connections in our community. In 2018, 1,381 individuals were served by 43 volunteers and received a total of $2,447,903 in both state and federal tax refunds. Hunger and Health Summit: Eighty-one attendees joined in for the first Hunger and Health Summit held in Cass and Clay counties. This summit highlighted the history of the community's Hunger Coalition, current data and research, innovative and collaborative projects, and what next steps could be taken by individuals and agencies to better work together to end hunger in our community. In addition to staff from food pantries and feeding programs, a number of community leaders, elected officials and staff from both Heidi Heitkamp's office and John Hoeven's office attended the event. United Way held a role in the planning and facilitation of this summit along with co-sponsoring the lunch provided to the participants.A Place at the Table: A Cass/Clay Hunger Coalition-sponsored screening of the documentary "A Place at the Table" drew 165 attendees to the Fargo Theatre. Sixty attendees participated in a post-documentary panel discussion on hunger in our community. The film provided a compelling portrayal of hunger in America, and the post-film panel provided a place for people to ask questions about what hunger is like in our community, including multiple panelists with lived experience. United Way was proud to support an event that helped the community understand the realities of hunger in our community.Fargo UNITED: Nearly 7,000 youth in our community were impacted by this project, which shared the main messages to students that they have an ability to impact their own schools and love is always stronger than hate. After each event, the students had an opportunity to engage, take photos, and exchange hugs and handshakes with the performers and police officers. The purpose of the events is to create unity within our local schools. United Way was proud to support and invest in this project, which helps prepare children to succeed in our community.Fill the Dome: Over 50 area schools and 20 businesses were able to team up for the nation's largest food drive to benefit food pantries locally and throughout the state of North Dakota. This event raised nearly $30,000 and 193,300 pounds of food or 283,000 meal equivalents, and United Way was proud to support and invest in this this youth-led event focusing on reducing hunger in our communityFM Coalition to End Homelessness Conference: Seventy local homeless service providers received quality training opportunities to build and improve their services. This not only impacts the homeless community by giving them access to quality services, but the wider Fargo-Moorhead community by taking strides in preventing and ending homelessness. Key areas of the conference included advocacy, leadership, collaboration, evidence-based best practices, ethics and program support. United Way was proud to support and invest in this professional development opportunity to reduce homelessness in our community.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses4,970,002

(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) Mark Nisbet........................................................................ Board Member (March-Dec)	1.00 .......................	X		0	0	0
(19) Mary Jo Hotzler........................................................................ Board Member - Women United Chair	1.00 .......................	X		0	0	0
(20) Paul Laney........................................................................ Board Member (Jan-March)	1.00 .......................	X		0	0	0
(21) Kristi Huber........................................................................ President & CEO	50.00 .......................		X	128,072	0	18,695
(22) Summer Hanson........................................................................ Director of Finance & Administration	35.00 .......................		X	75,328	0	11,011

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	203,400	0	29,706

(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

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c	37,127
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	5,717,813

g	Noncash contributions included in lines 1a - 1f:$ 29,064
h Total. Add lines 1a-1f.......		5,754,940

		Business Code
2a	Program Fees	900099	35,710	35,710
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f ....		35,710

3 Investment income (including dividends, interest, and othersimilar amounts) ......			29,381			29,381
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents
b	Less: rental expenses
c	Rental income or (loss)
d	Net rental income or (loss)......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		327,508
b	Less: cost or other basis and sales expenses		267,391
c	Gain or (loss)		60,117
d	Net gain or (loss).....			60,117			60,117
8a	Gross income from fundraising events (not including $ 37,127of contributions reported on line 1c). See Part IV, line 18 ....
	a		75,181
b	Less: direct expenses ...b		53,245
c	Net income or (loss) from fundraising events..			21,936			21,936
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..
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See Instructions......			5,902,084	35,710	0	111,434

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21	4,058,790	4,058,790
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, line 15 and 16.
4	Benefits paid to or for members
5	Compensation of current officers, directors, trustees, and key employees ....	235,644	107,752	79,050	48,842
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	634,456	366,107	80,026	188,323
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	43,203	25,516	4,425	13,262
9	Other employee benefits .......	76,464	43,082	11,454	21,928
10	Payroll taxes ...........	88,171	48,324	15,585	24,262
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	40	21	2	17
c	Accounting ...........	14,974	7,728	888	6,358
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	6,664		6,664
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	36,647	18,914	2,172	15,561
12	Advertising and promotion ....	42,907	608	113	42,186
13	Office expenses .......	69,289	29,738	6,885	32,666
14	Information technology ......	74,099	40,611	13,098	20,390
15	Royalties ..
16	Occupancy ...........	29,866	16,369	5,279	8,218
17	Travel ............	6,778	3,124	42	3,612
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 .......	60,150	60,150
22	Depreciation, depletion, and amortization ..	40,893	22,412	7,228	11,253
23	Insurance ...	10,241	5,613	1,810	2,818
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/Facitilies	109,261	56,423	194	52,644
b	Staff Development	44,407	24,338	7,850	12,219
c	Dues	11,500	3,489	1,112	6,899
d	Volunteer Recognition	4,729	1,829	447	2,453
e	All other expenses	29,064	29,064
25	Total functional expenses. Add lines 1 through 24e	5,728,237	4,970,002	244,324	513,911
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).

1	Cash–non-interest-bearing ........				1
2	Savings and temporary cash investments .........			1,835,154	2	2,067,663
3	Pledges and grants receivable, net ......			3,001,748	3	2,847,786
4	Accounts receivable, net .............			15,250	4	9,100
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 ......			6,897	9	5,313
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	824,379
b	Less: accumulated depreciation	10b	523,710	326,757	10c	300,669
11	Investments—publicly traded securities .			891,949	11	857,968
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)...			6,077,755	16	6,088,499

17	Accounts payable and accrued expenses .....	40,126	17	52,297
18	Grants payable ...	315,991	18	273,667
19	Deferred revenue .........	36,500	19	29,500
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		25
26	Total liabilities. Add lines 17 through 25..	392,617	26	355,464

	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets	1,788,706	27	1,845,139
28	Temporarily restricted net assets ...........	3,827,901	28	3,817,805
29	Permanently restricted net assets	68,531	29	70,091
	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 ...........	5,685,138	33	5,733,035
34	Total liabilities and net assets/fund balances ........	6,077,755	34	6,088,499