Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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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.") .. | 2,024,050 | 5,638,667 | 5,031,434 | 4,982,188 | 5,425,616 | 23,101,955 |
| 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 | 2,024,050 | 5,638,667 | 5,031,434 | 4,982,188 | 5,425,616 | 23,101,955 |
| 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).. | 558,718 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 22,543,237 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 2,024,050 | 5,638,667 | 5,031,434 | 4,982,188 | 5,425,616 | 23,101,955 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 14,304 | 31,811 | 33,656 | 32,577 | 30,748 | 143,096 |
| 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.).. | 25,551 | 72,115 | 16,665 | 114,331 | ||
| 11 | Total support. Add lines 7 through 10 | 23,359,382 | |||||
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.) | ||||||
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.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 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) |
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| 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): |
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| 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 | ||||
| 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 |
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|
2
Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions. |
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| 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) |
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| 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. |
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|
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. |
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|
7 Excess distributions carryover to 2019. Add lines 3j and 4c. |
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| 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..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PAGE 2, PART 2 | IN 2015, THE ORGANIZATION CHANGED FROM A CALENDAR YEAR TO FISCAL YEAR ENDING JUNE 30. COLUMN (A) REPRESENTS THE SHORT-YEAR JANUARY 1, 2015 TO JUNE 30, 2015, COLUMN (B) REPRESENTS FISCAL YEAR JULY 1, 2015 TO JUNE 30, 2016, COLUMN (C) FISCAL YEAR JULY 1, 2016 TO JUNE 30 2017, COLUMN (D) REPRESENTS FISCAL YEAR JULY, 1, 2017 TO JUNE 30, 2018. COLUMN (E) REPRESENTS THE CURRENT YEAR ENDED JUNE 30, 2019. |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: | WE HELP PARTNERS MEET DONORS AND OTHER PARTNERS THEY MIGHT OTHERWISE NEVER FIND. WE BRING THE POWER AND RESOURCES OF A GLOBAL NETWORK TO EACH PARTNER. WHEN WE LEARN, WE PASS THAT KNOWLEDGE TO OUR PARTNERS SO THAT TOGETHER WE CAN FIGHT FOR THE EDUCATION, FINANCIAL STABILITY, AND HEALTH OF EVERY PERSON IN OUR COMMUNITY. WE EVALUATE AND SELECT STRATEGIES AND INTERVENTIONS THAT HAVE PROVEN SUCCESSFUL, AND WE MEASURE OUR OWN IMPACT TO HELP THE NEXT CHILD OR NEIGHBORHOOD OR COMMUNITY FIND A BETTER PATH. WE DO NOT SIMPLY TAKE IT ON FAITH THAT WHAT WE DO WILL WORK. WE HAVE TO PROVE IT-TO OUR DONORS, OUR PARTNERS AND OUR COMMUNITY. INVESTMENT DECISIONS ARE MADE BY VOLUNTEERS FROM THE COMMUNITY. AS PART OF A COMPETITIVE GRANT PROCESS, VOLUNTEERS MEET TO REVIEW SUBMITTED PROPOSALS AIMED AT ACHIEVING THE COMMUNITY IMPACT GOALS AND ADDRESSING BASIC NEEDS. PROPOSALS SHOWING THE GREATEST ABILITY TO MEET THE GOALS ARE AWARDED FUNDING. DONATIONS ARE INVESTED TO SUPPORT COMMUNITY INITIATIVES THAT HELP CHILDREN SUCCEED IN SCHOOL, FAMILIES BECOME FINANCIALLY STABLE, AND IMPROVE THE OVERALL HEALTH OF THE COMMUNITY. INVESTMENTS INCLUDE *EARLY EDUCATION PROGRAMS, INCLUDING HIGH-QUALITY PRESCHOOL, LITERACY TRAINING AND CURRICULUM AND PROGRAMS PROVIDING ACCESS TO BOOKS *TUTORING AND FAMILY SUPPORT *HIGH SCHOOL AND ADULT FINANCIAL LITERACY TRAINING AND PERSONAL FINANCIAL COACHING AS WELL AS JOB TRAINING AND CAREER EXPLORATION OPPORTUNITIES *THE VITA PROGRAM TO HELP PEOPLE GET THEIR TAX RETURNS PREPARED FOR FREE. THIS PROGRAM BRINGS $10 MILLION BACK INTO THE COMMUNITY IN THE FORM OF SAVED PREPARATION FEES, TAX REFUNDS, AND EARNED INCOME CREDITS. *CHRISTMAS BUREAU *SUPPORTING BASIC NEEDS REMAINS FOUNDATIONAL TO UNITED WAY'S WORK. THIS SUPPORT FOCUSES ON RENT AND UTILITIES, FOOD, HEALTH ASSISTANCE/PRESCRIPTIONS AND SAFETY FROM DOMESTIC VIOLENCE. WITHOUT HAVING THEIR BASIC NEEDS MET, CHILDREN MAY HAVE DIFFICULTY LEARNING IN SCHOOL, FAMILIES MAY STRUGGLE TO BE FINANCIALLY STABLE AND INDIVIDUALS AND FAMILIES MAY STRUGGLE TO MAINTAIN GOOD HEALTH. *DOLLY PARTON'S IMAGINATION LIBRARY UNITED WAY ALSO COORDINATES THOUSANDS OF VOLUNTEER HOURS EACH YEAR THROUGH ONGOING BOARD AND COMMITTEE OPPORTUNITIES, CORPORATE VOLUNTEER ENGAGEMENT AND SPECIAL VOLUNTEER EVENTS LIKE: *NANCY PERRY DAY OF CARING, WHICH ANNUALLY SUPPLIES AROUND 1,000 CORPORATE AND COMMUNITY VOLUNTEERS FOR NON-PROFIT PROJECTS. *THE JUNIOR LEADER READER PROGRAM, WHERE VOLUNTEERS READ TO THOUSANDS OF PRE-SCHOOL AND KINDERGARTEN STUDENTS EACH OF WHOM RECEIVED A FREE BOOK. WE TAKE PRIDE IN KEEPING ALL OF OUR INTERNAL COSTS AS LOW AS POSSIBLE, SO THAT DONOR DOLLARS ARE USED EFFICIENTLY AND EFFECTIVELY TO ACHIEVE OUR MISSION. THAT BEING SAID, WITHOUT THOUGHTFUL EXPENDITURES ON SUPPORT SERVICES, WE COULDN'T RAISE MONEY OR OTHERWISE HELP OUR STAFF DO THEIR JOBS. THESE EXPENSES INCLUDE THE COSTS OF FUNDRAISING, RENT, COMMUNICATION, ACCOUNTING, AND MANAGEMENT. UNITED WAY OF GREATER TOPEKA STRIVES TO ADD VALUE TO THE NONPROFIT COMMUNITY BY FACILITATING AND ENCOURAGING COLLABORATION, BY SHARING RESOURCES AND CAPACITY, BY FOCUSING MANY PARTNERS ON PROBLEMS THAT WOULD OVERWHELM ANY SINGLE AGENCY. WE HAVEN'T REALLY CALLED IT THAT, BUT WHAT UNITED WAY OF GREATER TOPEKA HAS BEEN DOING OVER THE PAST DECADE IS EVOLVING INTO A NEW BREED OF NONPROFIT LEADER. WE HAVE TAKEN ON THE HARD WORK OF MEASURING IMPACT AND WE ARE USING THAT INFORMATION TO HELP MOVE THE COMMUNITY FORWARD. WE ARE NOW SEEING MORE TOPEKA-AREA GROUPS ADOPTING THIS APPROACH AND EVEN ADOPTING THE IMPACT AREAS THAT HAVE BEEN OUR FOCUS FOR MORE THAN 10 YEARS, INCLUDING THE CITY-WIDE MOMENTUM 2022 INITIATIVE. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF THE FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE TO REVIEW FOR COMMENTS AND ANY CHANGES. THE CHANGES ARE COMMUNICATED TO THE PAID PREPARER. AFTER ANY CHANGES ARE MADE, THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AT A REGULARLY SCHEDULED BOARD MEETING. UPON APPROVAL BY THE BOARD, THE RETURN IS ELECTRONICALLY FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, THE ORGANIZATION REQUIRES A CONFLICT OF INTEREST DISCLOSURE STATEMENT FROM THE BOARD OF DIRECTORS. THIS IS SIGNED BY THE MEMBER AND ANY POTENTIAL CONFLICT LISTED. WHEN THIS BECOMES A MATTER OF BOARD ACTION, SUCH MEMBER SHALL NOT VOTE OR USE PERSONAL INFLUENCE ON THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO'S COMPENSATION IS BASED ON PERFORMANCE AS REVIEWED BY EXECUTIVE COMMITTEE AND APPROVED BY THE BOARD. SALARY IS COMPARED TO OTHER POSITIONS AS RECORDED IN A SALARY POLL FROM UNITED WAY OF AMERICA. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATON MAKES THEIR FORM 1023 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST DURING REGULAR BUSINESS HOURS. FORM 990 IS AVAILABLE UPON REQUEST AND ON THE UWGT WEBSITE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES THEIR GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST DURING REGULAR BUSINESS HOURS. A COPY OF OUR AUDITED FINANCIAL STATEMENTS IS AVAILABLE ON THE UWGT WEBSITE AND UPON REQUEST DURING REGULAR BUSINESS HOURS. |
| FORM 990, PART XI, LINE 9: | DONOR DESIGNATED CONTRIBUTIONS -295,718. DONOR DESIGNATED CONTRIBUTIONS ALLOCATIONS 229,768. |
| FORM 990, PART XII, LINE 2C | NO CHANGE FROM PRIOR YEAR. |
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