TY 2020 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) SHIELDS BRANDT...................................................................... CHAIR	3.00 .................	X	X
(2) GRAYSON JASON...................................................................... VICE CHAIR	2.00 .................	X	X
(3) CAROLUS KATIE...................................................................... SECRETARY	2.00 .................	X	X
(4) HURD RENEE...................................................................... TREASURER	1.00 .................	X	X
(5) MODLIN TERRI...................................................................... CAMPAIGN CHAIR	3.00 .................	X	X
(6) GOULD PHIL...................................................................... COMMUNITY INVESTMENT CO-CH	2.00 .................	X
(7) KRAMER ERIC...................................................................... COMMUNITY INVESTMENT CO-CH	2.00 .................	X
(8) CLARK CHRISTOPHER...................................................................... MARKETING/COMMUNICATIONS C	2.00 .................	X
(9) ALBERS SCOTT...................................................................... BOARD MEMBER	1.00 .................	X
(10) BASCH MIKE...................................................................... BOARD MEMBER	1.00 .................	X
(11) BUNDY KENDRA...................................................................... BOARD MEMBER	1.00 .................	X
(12) BUSH STEPHANIE...................................................................... BOARD MEMBER	1.00 .................	X
(13) BYRD BEN...................................................................... BOARD MEMBER	1.00 .................	X
(14) CLARK MICHELLE...................................................................... BOARD MEMBER	1.00 .................	X
(15) CODER ELAINE...................................................................... BOARD MEMBER	1.00 .................	X
(16) DOOLAN MICHAEL...................................................................... BOARD MEMBER	1.00 .................	X
(17) GLENN JAN...................................................................... BOARD MEMBER	1.00 .................	X

(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)
(18) HOLLARS JEREMIAH........................................................................ BOARD MEMBER	1.00 .......................	X		0	0
(19) HURST MIKE........................................................................ BOARD MEMBER	1.00 .......................	X		0	0
(20) INSCHO DARRICK........................................................................ BOARD MEMBER	1.00 .......................	X		0	0
(21) JOHNSON BEERY........................................................................ BOARD MEMBER	1.00 .......................	X		0	0
(22) MOORE MIKE........................................................................ BOARD MEMBER	1.00 .......................	X		0	0
(23) SOWELL NICOLE........................................................................ BOARD MEMBER	1.00 .......................	X		0	0
(24) STEIN ADAM........................................................................ BOARD MEMBER	1.00 .......................	X		0	0
(25) VEALE CYNDE........................................................................ BOARD MEMBER	1.00 .......................	X		0	0
(26) WAGNER TAMA........................................................................ BOARD MEMBER	1.00 .......................	X		0	0
(27) WILLIAMS MARLIE........................................................................ BOARD MEMBER	1.00 .......................	X		0	0
(28) WOLLENMAN NICK........................................................................ BOARD MEMBER	1.00 .......................	X		0	0
(29) WYBLE MARK........................................................................ BOARD MEMBER	1.00 .......................	X		0	0
(30) BRADLEY RALL........................................................................ BOARD MEMBER	1.00 .......................	X		0	0
(31) LEHMAN BRENNAN........................................................................ BOARD MEMBER	1.00 .......................	X		0	0
(32) STROUGH KYLEE........................................................................ PRESIDENT/CEO	50.00 .......................		X	102,173	13,310

- 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 instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization

UNITED WAY OF GREATER ST JOSEPH

Employer identification number

44-0547802

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 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) 2020

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	3,257,185	2,930,507	2,879,263	3,263,059	2,430,855	14,760,869
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	3,257,185	2,930,507	2,879,263	3,263,059	2,430,855	14,760,869
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)..						161,670
6	Public support. Subtract line 5 from line 4.						14,599,199

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
7	Amounts from line 4..	3,257,185	2,930,507	2,879,263	3,263,059	2,430,855	14,760,869
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	236,395	222,286	239,649	253,651	219,868	1,171,849
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.)..	1,237	10,842	454	1,820	330	14,683
11	Total support. Add lines 7 through 10						15,947,401

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

309,305

First 5 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 2020 (line 6, column (f) divided by line 11, column (f)) .........

91.550 %

Public support percentage for 2019 Schedule A, Part II, line 14 ...............

91.730 %

16a

33 1/3% support test—2020. 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—2019. 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—2020. 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—2019. 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) 2020

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) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(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) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(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 5 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 2020 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2019 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2020 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2019 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2020. 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—2019. 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) 2020

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, 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 lines 3b and 3c 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 box 12a or 12b in Part I, answer lines 4b and 4c 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 lines 5b and 5c 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) 2020

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 lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described in 11a above?

11b

A 35% controlled entity of a person described in line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, 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 line 2 above, 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 lines 2a and 2b 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 line 2a, above 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 lines 3a and 3b 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?If "Yes" or "No", 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) 2020

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 0.015 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 0.035	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) 2020

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	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2020 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2020	(iii) Distributable Amount for 2020
1 Distributable amount for 2020 from Section C, line 6
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2020:
a From 2015.......
b From 2016.......
c From 2017.......
d From 2018.......
e From 2019.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2020 distributable amount
i Carryover from 2015 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2020 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2020 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2020, 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 2020. 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 2021. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2016.....
b Excess from 2017.....
c Excess from 2018.....
d Excess from 2019.....
e Excess from 2020.....

Schedule A (Form 990 or 990-EZ) (2020)

Schedule A (Form 990 or 990-EZ) 2020

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, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	GROSS FUNDRAISING REVENUE - OTHER INCOME - 2016 AMOUNT: $ 1,237. 2017 AMOUNT: $ 10,842. 2018 AMOUNT: $ 454. 2019 AMOUNT: $ 1,820. 2020 AMOUNT: $ 330.

Schedule A (Form 990 or 990-EZ) 2020

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

2020

Name of the organization

UNITED WAY OF GREATER ST JOSEPH

Employer identification number

44-0547802

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) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2

Name of organization UNITED WAY OF GREATER ST JOSEPH

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Page 3

Name of organization UNITED WAY OF GREATER ST JOSEPH		Employer identification number 44-0547802

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) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Page 4


Name of organization UNITED WAY OF GREATER ST JOSEPH			Employer identification number 44-0547802
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) (2020)

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 instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

UNITED WAY OF GREATER ST JOSEPH

Employer identification number

44-0547802

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" 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 FASB 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 FASB 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 FASB 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) 2020

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 ....	5,416,046	4,135,988	4,133,625	3,637,880	3,058,776
b	Contributions ...	101,899	491,424	194,133	105,518	422,700
c	Net investment earnings, gains, and losses	642,328	788,634	-141,770	440,227	156,404
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	93,783		50,000	50,000
f	Administrative expenses ....
g	End of year balance ......	6,066,490	5,416,046	4,135,988	4,133,625	3,637,880

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

Board designated or quasi-endowment SchDMd Bullet

24.570 %

Permanent endowment SchDMd Bullet

72.020 %

Term endowment SchDMd Bullet

3.410 %

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)

(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 .....	33,400		33,400
b	Buildings ....	844,739	614,902	229,837
c	Leasehold improvements
d	Equipment ....	61,939	57,188	4,751
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				267,988

Schedule D (Form 990) 2020

Page 3

Part VII

Investments - Other 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
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program 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

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
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

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
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) 2020

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	3,587,855
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	537,450
b	Donated services and use of facilities .........	2b	126,631
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	664,081
3	Subtract line 2e from line 1..................			3	2,923,774
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	47,194
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	47,194
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	2,970,968

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	2,472,422
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a	126,631
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................			2e	126,631
3	Subtract line 2e from line 1...................			3	2,345,791
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	47,194
b	Other (Describe in Part XIII.) ............	4b	12,555
c	Add lines 4a and 4b.....................			4c	59,749
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	2,405,540

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:	SUCCESS BY 6 ENDOWMENT - THE FUNDS IN THIS ACCOUNT WILL BE USED TO SUPPORT THE SUCCESS BY 6 INITIATIVE. FUNDS IN THIS ACCOUNT INCLUDE DONOR RESTRICTED FUNDS. A TOTAL RETURN INVESTMENT PHILOSOPHY WILL BE USED. UP TO 4% ANNUALLY OF THE 3-YEAR ROLLING AVERAGE OF THE TOTAL MARKET VALUE (MARKET VALUE TO BE DETERMINED AS OF THE LAST BUSINESS DAY OF THE PRECEDING YEAR) OF THE ACCOUNT, CAN BE USED THE FOLLOWING YEAR AT THE UNITED WAY BOARD OF DIRECTORS' DISCRETION. DISTRIBUTIONS WILL NEED TO BE APPROVED BY THE UNITED WAY BOARD OF DIRECTORS. OPERATING ENDOWMENT - THE FUNDS IN THIS ACCOUNT WILL BE USED TO REPLENISH ANY SMALL LOSSES SUSTAINED DURING NORMAL OPERATIONS. A TOTAL RETURN INVESTMENT PHILOSOPHY WILL BE USED. UP TO 4% OF THE 3-YEAR ROLLING AVERAGE OF THE TOTAL MARKET VALUE (MARKET VALUE TO BE DETERMINED AS OF THE LAST BUSINESS DAY OF THE PRECEDING YEAR), CAN FLOW INTO THE UNITED WAY OPERATIONS FOR THE FOLLOWING YEAR OR BE USED AS THE BOARD DEEMS REASONABLE. DISTRIBUTIONS WILL NEED TO BE APPROVED BY THE UNITED WAY BOARD OF DIRECTORS. CRYSTAL CIRCLE ENDOWMENT - FUNDS IN THIS ACCOUNT INCLUDE PERMANENTLY RESTRICTED DONOR FUNDS. A TOTAL RETURN INVESTMENT PHILOSOPHY WILL BE USED. UP TO 4% OF THE 3-YEAR ROLLING AVERAGE OF THE TOTAL MARKET VALUE (MARKET VALUE TO BE DETERMINED AS OF THE LAST BUSINESS DAY OF THE PRECEDING YEAR) CAN FLOW INTO THE ANNUAL CAMPAIGN THE FOLLOWING YEAR TO FULFILL PERPETUAL CRYSTAL CIRCLE GIFTS FROM THE DONOR(S). DISTRIBUTIONS WILL NEED TO BE APPROVED BY THE UNITED WAY BOARD OF DIRECTORS. UNITED WAY ENDOWMENT - INVESTED AS A PART OF GENERAL RESERVES, THE UNITED WAY ENDOWMENT INCLUDES PERMANENTLY RESTRICTED DONOR FUNDS. UP TO 4% OF THE 3-YEAR ROLLING AVERAGE OF THE TOTAL MARKET VALUE (MARKET VALUE TO BE DETERMINED AS OF THE LAST BUSINESS DAY OF THE PRECEDING YEAR), CAN FLOW INTO THE OPERATING ENDOWMENT ACCOUNT FOR THE FOLLOWING YEAR.
PART X, LINE 2:	THE ORGANIZATION IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION. THEREFORE, NO INCOME OR EXCISE TAXES HAVE BEEN PROVIDED FOR IN THE FINANCIAL STATEMENTS. THE ORGANIZATION FOLLOWS THE STANDARD FOR EVALUATING UNCERTAIN TAX POSITIONS AND HAS DETERMINED NO LIABILITY SHOULD BE RECORDED FOR UNCERTAIN TAX POSITIONS.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	RETURN OF PRIOR YEAR GRANTS AND ALLOCATIONS 12,555.

Schedule D (Form 990) 2020

Additional Data

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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

2020

Open to Public
Inspection

Name of the organization
UNITED WAY OF GREATER ST JOSEPH

Employer identification number
44-0547802

Part I

General Information on Grants and Assistance

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) BIG BROTHERS AND BIG SISTERS 1202 SOUTH 28TH ST ST JOSEPH,MO64507	43-6068464	501C3	28,525	GENERAL OPERATING COSTS
(2) BOY SCOUTS-PONY EXPRESS COUNCIL 1704 BUCKINGHAM ST JOSEPH,MO64506	44-0546279	501C3	80,658	GENERAL OPERATING COSTS
(3) CATHOLIC CHARITIES 902 EDMOND STE 204 ST JOSEPH,MO64501	43-0887779	501C3	68,649	GENERAL OPERATING COSTS
(4) CHILDREN'S MERCY HOSPITAL 2401 GILLHAM RD KANSAS CITY,MO64108	44-0605373	501C3	26,460	GENERAL OPERATING COSTS
(5) COMMUNITY MISSIONS CORPORATION 700 OLIVE ST ST JOSEPH,MO64501	90-0180479	501C3	21,273	GENERAL OPERATING COSTS
(6) FAMILY GUIDANCE CENTER 724 NORTH 22ND ST ST JOSEPH,MO64501	44-0666362	501C3	218,117	GENERAL OPERATING COSTS AND MED AID PROGRAM
(7) INTERFAITH COMMUNITY SERVICES 200 CHEROKEE ST JOSEPH,MO64504	44-0545910	501C3	303,686	GENERAL OPERATING COSTS AND COVID-19 RELIEF
(8) LEGAL AID OF WESTERN MISSOURI 106 SOUTH 7TH ST 4TH FLR ST JOSEPH,MO64501	43-0824638	501C3	50,847	GENERAL OPERATING COSTS
(9) NORTHWEST MISSOURI COMMUNITY SERVICES 1203 NORTH 6TH ST ST JOSEPH,MO64501	43-1496809	501C3	142,475	GENERAL OPERATING COSTS, FLOOD RELIEF, AND COVID-19 RELIEF.
(10) SALVATION ARMY 622 MESSANIE ST JOSEPH,MO64501	44-0545998	501C3	63,077	GENERAL OPERATING COSTS AND BOOTH CENTER
(11) SPECIALTY INDUSTRIES OF ST JOSEPH INC 3801 SOUTH LEONARD RD ST JOSEPH,MO64503	43-0896903	501C3	6,098	GENERAL OPERATING COSTS
(12) ST JOSEPH SAFETY AND HEALTH COUNCIL 118 SOUTH 5TH LOWER LEVEL ST JOSEPH,MO64501	44-0548468	501C3	55,236	GENERAL OPERATING COSTS
(13) THE CENTER 902 EDMOND STE 203 ST JOSEPH,MO64501	43-1615018	501C3	61,255	GENERAL OPERATING COSTS
(14) UNITED CEREBRAL PALSY OF NORTHWEST MISSOURI 3303 FREDERICK AVE ST JOSEPH,MO64506	43-0909607	501C3	154,441	GENERAL OPERATING COSTS AND ADULT SENSORY ROOM
(15) YMCA 315 SOUTH 6TH ST JOSEPH,MO64501	44-0552491	501C3	87,105	GENERAL OPERATING COSTS
(16) YWCA 304 NORTH 8TH ST JOSEPH,MO64501	44-0552219	501C3	180,036	GENERAL OPERATING COSTS AND COVID-19 RELIEF
(17) BARTLETT CENTER 409 SOUTH 18TH ST JOSEPH,MO64501	23-7116216	501C3	51,829	GENERAL OPERATING COSTS AND EMERGENCY CASH FLOW

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) 2020

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) FLOOD RELIEF	196	78,423	24,358	FAIR MARKET VALUE	SUPPLIES
(2) COVID-19	35	658	11,073	FAIR MARKET VALUE	SUPPLIES
(3) SCHOLARSHIPS	6	1,672
(4) DENTAL ASSISTANCE	1	280
(5) TRANSPORTATION	1	49
(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:

THE UNITED WAY MONITORS GRANT FUNDS BY REQUIRING GRANT RECIPIENTS TO SUBMIT TO THE UNITED WAY BUDGET FORMS ON AN ANNUAL BASIS. GRANT RECIPIENTS MUST ALSO SUBMIT ANNUAL OUTCOME REPORTS DETAILING THEIR ACCOMPLISHMENTS. MONTHLY FINANCIAL STATEMENTS ARE ALSO REQUIRED PRIOR TO A RELEASE OF AN AGENCY'S MONTHLY ALLOCATION. GRANTEES MUST ALSO PROVIDE TO THE UNITED WAY A YEAR-END REPORT AND AN UP-TO-DATE AUDIT CONDUCTED BY A PROFESSIONAL INDEPENDENT AUDITOR. OTHER SPECIFIC FINANCIAL MATERIALS MAY BE REQUESTED, AS NECESSARY. THIS INFORMATION IS NOT ONLY REVIEWED BY THE UNITED WAY STAFF, BUT BY COMMUNITY VOLUNTEERS ON A YEARLY BASIS.

Schedule I (Form 990) 2020

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

2020

Open to Public Inspection

Name of the organization

UNITED WAY OF GREATER ST JOSEPH

Employer identification number

44-0547802

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) 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		5,682	RETAIL VALUE
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	5	34,312	FAIR MARKET VALUE
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...	X	8	2,104	RETAIL VALUE
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( PROTECTIVE EQUIPMENT )	X	5	29,194	RETAIL VALUE
26 Other ( BUILDING SUPPLIES )	X	2	24,358	RETAIL VALUE
27 Other ( OTHER SUPPLIES )	X	2	408	RETAIL VALUE
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 isn't 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 didn't 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) (2020)

Page 2

Part IISupplemental 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
PART I, COLUMN (B):	THE FIGURE REPRESENTS THE NUMBER OF DONORS IN EACH CATEGORY.

Schedule M (Form 990) (2020)

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

2020

Open to Public
Inspection

Name of the organization

UNITED WAY OF GREATER ST JOSEPH

Employer identification number

44-0547802

Return Reference	Explanation
FORM 990, PART VI, SECTION A, LINE 1	IN LIMITED INSTANCES WHEN THE FULL BOARD IS NOT ABLE TO MEET, AND A TIME SENSITIVE DECISION NEEDS TO BE MADE, AUTHORITY MAY BE GIVEN TO THE EXECUTIVE COMMITTEE TO MAKE DECISIONS. THE EXECUTIVE COMMITTEE IS COMPRISED OF THE OFFICERS OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 6	EACH CONTRIBUTOR TO THE MOST RECENTLY COMPLETED UNITED WAY ANNUAL FUNDRAISING CAMPAIGN IS A MEMBER OF THE ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7A	THE GENERAL MEMBERSHIP ELECTS THE BOARD OF DIRECTORS AT THE ANNUAL MEETING. TERMS OF BOARD MEMBERS ARE STAGGERED, WITH ONE-THIRD OF MEMBERS BEING ELECTED EACH YEAR. THE BOARD MEMBERS MAY ELECT REPLACEMENT BOARD MEMBERS DURING THE YEAR IF A VACANCY SHOULD OCCUR.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. A COMPLETED FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS AT A REGULAR MEETING PRIOR TO THE FILING WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C	THE UNITED WAY OF GREATER ST JOSEPH REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY BY: 1) MAINTAINING RECORDS OF THE CONFLICT OF INTEREST FORMS COMPLETED AND SIGNED EACH YEAR BY BOARD MEMBERS AND KEY STAFF; 2) REQUIRING MEMBERS TO DISCLOSE ANY DUALITY OR CONFLICT OF INTEREST ON ANY MATTER COMING TO A VOTE BY THE BOARD, PRIOR TO THAT VOTE BEING TAKEN. A MEMBER DISCLOSING A CONFLICT OF INTEREST MAY NOT VOTE ON THE MATTER AND THE MINUTES OF THE MEETING MUST REFLECT THAT A DISCLOSURE WAS MADE AND THAT THERE WAS AN ABSTENTION BY THAT MEMBER.
FORM 990, PART VI, SECTION B, LINE 15A	THE PROCESS FOR DETERMINING THE COMPENSATION OF THE PRESIDENT AND CEO OF THE UNITED WAY OF GREATER ST JOSEPH INCLUDES THE FOLLOWING STEPS: 1) THE PRESIDENT COMPLETES A SELF EVALUATION FORM THAT ENUMERATES THE GOALS AND ACCOMPLISHMENTS OF THE YEAR. THIS FORM IS SUBMITTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. 2) THE EXECUTIVE COMMITTEE AND ANY BOARD MEMBER WHO WOULD LIKE TO PARTICIPATE MEETS WITH THE PRESIDENT AND REVIEWS THE PRESIDENT'S ACCOMPLISHMENTS FOR THE YEAR, MONITORING PROGRESS TOWARDS GOALS. 3) THE EXECUTIVE COMMITTEE CONSIDERS THE UNITED WAY WORLDWIDE SALARY SURVEY OF COMPARABLE UNITED WAYS AND OTHER NONPROFIT ORGANIZATIONS IN THE REGION. ALL MOTIONS ARE RECORDED IN EXECUTIVE COMMITTEE MINUTES. 4) THE EXECUTIVE COMMITTEE PRESENTS INFORMATION ON THE ENTIRE EVALUATION TO THE BOARD OF DIRECTORS, ALONG WITH A SALARY RECOMMENDATION FOR THE PRESIDENT. THE BOARD THEN REVIEWS THE INFORMATION PROVIDED AND ASKS ADDITIONAL QUESTIONS IF DESIRED. THE BOARD OF DIRECTORS MUST APPROVE THE RECOMMENDATION OR MAKE THEIR OWN RECOMMENDATION ON THE COMPENSATION OF THE PRESIDENT AND CEO. THE RECOMMENDATION IS VOTED ON BY THE BOARD AND RECORDED IN THE MINUTES OF THE DECEMBER BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15B: NO OTHER COMPENSATED INDIVIDUALS MEET THE IRS DEFINITION OF OFFICER OR KEY EMPLOYEE.
FORM 990, PART VI, SECTION C, LINE 19	THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT THE UNITED WAY OF GREATER ST. JOSEPH OFFICE AT 118 S 5TH ST., ST. JOSEPH, MO 64501. ANY INDIVIDUAL OR ORGANIZATION WHO WOULD LIKE TO SEE THESE DOCUMENTS MAY DO SO THROUGH AN APPOINTMENT. THE PHONE NUMBER FOR THE UNITED WAY OF GREATER ST. JOSEPH IS (816)364-2381.
FORM 990, PART XI, LINE 9:	RETURN OF PRIOR YEAR AWARDS 12,555.
FORM 990 PAGE 2 PART III LINE 4B PROGRAM DESCRIPTION CONTINUED	FLOOD OF 2020 ON MONDAY, JULY 20, HEAVY RAINS CONTRIBUTED TO SIGNIFICANT FLOODING IN SOUTH ST. JOSEPH. MORE THAN 200 HOMES WERE IN THE PATH OF FLOOD WATERS AND MOST HAD SIGNIFICANT DAMAGE. UNITED WAY TOOK A LEADERSHIP ROLE IN HELPING THOSE EFFECTED BY COORDINATING AGENCIES, ORGANIZATIONS, CHURCHES AND VOLUNTEERS; CONNECTING THOSE IMPACTED WITH RESOURCES TO RECOVER; AND HELPING DIRECTLY WITH FINANCIAL ASSISTANCE TO MEET UNMET NEEDS. UNITED WAY PARTNERED WITH INTERSERV, ST. JOSEPH HABITAT FOR HUMANITY, COMMUNITY ACTION PARTNERSHIP, CATHOLIC CHARITIES, THE SALVATION ARMY AND AMERICAN RED CROSS, ALONG WITH LOCAL CHURCHES, ORGANIZATIONS AND REGIONAL DISASTER RELIEF TEAMS TO ASSIST FAMILIES AND INDIVIDUALS IMPACTED BY FLOODING. ASSISTANCE VARIED FROM MEETING IMMEDIATE NEEDS SUCH AS SHELTER, FOOD AND CLOTHING TO MUCKING OUT HOMES, PROVIDING BUILDING SUPPLIES, REPLACING AND REPAIRING FURNACES AND SUPPLYING KITCHEN CABINETS. FLOOD RELIEF EFFORTS WERE THE RESULT OF INTER-AGENCY COORDINATION AND TEAMWORK LEAD BY UNITED WAY. VOLUNTEERS FROM MISSOURI BAPTIST DISASTER RELIEF WERE ON THE GROUND FOR MORE THAN ONE MONTH MUCKING OUT HOMES. THE CITY OF ST. JOSEPH AND BUCHANAN COUNTY PROVIDED DUMPSTERS, PORTA POTTIES AND OTHERS ITEMS. CREEK CLEAN UP WAS COMPLETED BY TEAMS ORGANIZED BY CHRIS KOWALEWYCZ. INTERSERV, ALONG WITH LOCAL CHURCHES AND VOLUNTEERS, SERVED THOUSANDS OF MEALS. THE KEYS CHRISTIAN FELLOWSHIP HOSTED SEVERAL DISTRIBUTION DAYS WHERE FAMILIES COULD CONNECT WITH RESOURCES SUCH AS CHURCHES OF CHRIST DISASTER RELIEF, HOLY ROSARY CREDIT UNION, UNITED WAY AND PICK UP HOUSEHOLD AND BUILDING SUPPLIES. THE IBEW LOCAL 545 DONATED $25,000 TO HIRE UNION ELECTRICAL CONTRACTORS TO HELP WITH ELECTRICAL REPAIRS IN FLOODED HOMES. INTERSERV, COMMUNITY ACTION PARTNERSHIP, UNITED WAY, ST. JOSEPH HABITAT FOR HUMANITY, JOURNEY BAPTIST CHURCH, THE KEYS CHRISTIAN FELLOWSHIP, GRACE EVANGELICAL CHURCH, LONG-TERM RECOVERY COMMITTEE AND CATHOLIC CHARITIES SPENT MORE THAN $250,000 ON MATERIALS, PLUMBING, ELECTRICAL, FURNACES, RENT, DEPOSIT, MOTEL ROOMS AND MORE. THESE FUNDS CAME FROM EXISTING RESOURCES AS WELL AS DONORS WHO SUPPORTED FLOOD RELIEF. AS OF TODAY, NEARLY ALL THOSE WHO WERE IMPACTED ARE HOME, OR HAVE FOUND NEW HOMES, BUT THERE IS STILL WORK TO BE DONE. MANY WHO SUFFERED THE MOST EXTENSIVE DAMAGE ARE LIVING IN HOMES WITH UNFINISHED SHEETROCK, SUBFLOOR WITHOUT FLOOR COVERINGS AND ONLY HAVE VERY BASIC FUNCTIONING BATHROOMS AND KITCHENS. THE WORK OF RECOVERY IS FAR FROM OVER, BUT IN PARTNERSHIP WITH MANY ORGANIZATIONS, CHURCHES, AGENCIES AND VOLUNTEERS, UNITED WAY WILL CONTINUE TO BE THERE TO HELP. COVID-19 RESPONSE & RELIEF EFFORTS 2020 WHEN THE EFFECTS OF THE COVID-19 PANDEMIC BEGAN TO BE FELT LOCALLY, UNITED WAY TOOK STEPS TO PROTECT STAFF AND VOLUNTEERS WHILE MAINTAINING THE COMMITMENT TO SERVING THE COMMUNITY. OPERATIONS WERE MODIFIED AND STAFF BEGAN TO WORK FROM HOME. WHILE NORMAL PROGRAMMING WAS ADJUSTED, THE WORK OF UNITED WAY EXPANDED TO PROVIDE ADDITIONAL SUPPORT TO INDIVIDUALS, FAMILIES AND ORGANIZATIONS AS THEY NAVIGATED NEW NEEDS AND CHALLENGES CREATED BY THE PANDEMIC. THE UNITED WAY COVID-19 RELIEF FUND WAS ESTABLISHED IN MARCH 2020 TO PROVIDE ASSISTANCE TO INDIVIDUALS AND FAMILIES, AGENCIES AND COMMUNITIES THROUGHOUT THE GREATER ST. JOSEPH AREA THAT HAVE BEEN IMPACTED BY COVID-19. UNLIKE EVER BEFORE, UNITED WAY STAFF AND VOLUNTEERS HAD TO TRIAGE THE REQUESTS, FOCUSING ON BASIC HUMAN NEEDS AND THINGS THAT WOULD RESULT IN IMMEDIATE PERSONAL DISRUPTION AND AGENCIES THAT SERVED COMMUNITIES BEING DIRECTLY AFFECTED BY COVID-19. THE UNITED WAY COVID-19 RELIEF FUND WAS ESTABLISHED AS A RESPONSE TO GENEROUS COMMUNITY MEMBERS WHO WANTED A WAY TO HELP THEIR NEIGHBORS. TO DATE, UNITED WAY HAS ASSISTED MORE THAN TWO DOZEN FAMILIES WITH ASSISTANCE IN PAYING RENT, UTILITIES AND OTHER HOUSEHOLD EXPENSES TO HELP THEM AVOID FURTHER DISRUPTION TO THEIR STABILITY FOLLOWING INCOME INTERRUPTION BECAUSE OF THE PANDEMIC. ASSISTANCE WAS PROVIDED AFTER ALL OTHER RESOURCES- LOCAL, STATE AND FEDERAL- HAD BEEN ACCESSED AND EXHAUSTED. THROUGH THE UNITED WAY COVID-19 RELIEF FUND, GRANTS WERE AWARDED TO EASTERSEALS AND ST. JOSEPH HABITAT FOR HUMANITY TO PURCHASE PPE SO THEY COULD CONTINUE TO SERVE CLIENTS AND OPERATE IN A SAFE MANNER (VERY EARLY ON BEFORE OTHER RESOURCES BECAME WIDELY AVAILABLE). UNITED WAY ALSO PURCHASED PPE AND SUPPLIES FOR PARTNER AGENCIES, OTHER NON-PROFIT AGENCIES AND LOCAL CHILDCARE PROVIDERS. IN AN EFFORT TO PREVENT FINANCIAL BARRIERS BECOMING A REASON A STUDENT CANNOT PARTICIPATE IN INTERSERV'S VIRTUAL CLASSROOM OR REMOTE LEARNING PROGRAM, UNITED WAY PROVIDED A GRANT THROUGH THE UNITED WAY COVID-19 RELIEF FUND TO REIMBURSE INTERSERV FOR UP TO $12,000. UNITED WAY STAFF ALSO CONNECTED LOCAL CHILDCARE PROVIDERS AND NON-PROFIT AGENCIES TO RESOURCES THAT ALLOWED THEM TO CONTINUE TO SERVE OUR COMMUNITY, PROVIDE QUALITY CARE AND KEEP STAFF EMPLOYED. RESOURCES INCLUDED: -2,300 BOTTLES OF HAND SANITIZER THROUGH DONATIONS FROM MOSAIC, ALTEC AND HOLLADAY DISTILLERY -2,000 DISPOSABLE MASKS AND 5,000 REUSABLE CLOTH MASKS TO SHARE WITH LOCAL CHILDCARE PROVIDERS AND NON-PROFIT AGENCIES -58 TOUCHLESS DIGITAL THERMOMETERS TO LOCAL CHILDCARE PROVIDERS AND NON-PROFIT AGENCIES -SURFACE DISINFECTANT, GLOVES, DIAPERS, WIPES, TOILET PAPER, PAPER TOWELS AND DISINFECTING WIPES IN ADDITION, UNITED WAY SUCCESS BY 6 PROVIDED VIRTUAL TRAINING AND SHARING FORUMS FOR PARENTS AND CHILDCARE PROVIDERS THROUGHOUT THE YEAR. AS THE PANDEMIC AND NEEDS EVOLVE, UNITED WAY WILL REMAIN FOCUSED ON HELPING INDIVIDUALS, FAMILIES AND ORGANIZATIONS IN NEED THROUGHOUT OUR COMMUNITY.

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

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2020

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	3,263,059	2,430,855
9	Program service revenue (Part VIII, line 2g) .........	54,385	67,797
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	332,250	435,686
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	41,420	36,630
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	3,691,114	2,970,968
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	2,167,824	1,720,664
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)	452,147	411,120
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 14,653
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	327,646	273,756
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	2,947,617	2,405,540
19	Revenue less expenses. Subtract line 18 from line 12.......	743,497	565,428
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	13,288,770	13,993,835
21	Total liabilities (Part X, line 26).............	2,067,271	1,656,903
22	Net assets or fund balances. Subtract line 21 from line 20.....	11,221,499	12,336,932

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 1,742,559 including grants of $ 1,706,437 ) (Revenue $ 18,694 )
	ALLOCATED SERVICESTRADITIONALLY, UNITED WAY HAS BEEN KNOWN FOR HARNESSING THE CARING POWER OF COMMUNITY THROUGH GIVING, ADVOCATING AND VOLUNTEERING AND IS MOST WELL-KNOWN FOR THE ANNUAL UNITED WAY CAMPAIGN THAT TAKES PLACE EACH FALL. THROUGH THE CAMPAIGN, HUNDREDS OF BUSINESSES AND THOUSANDS OF INDIVIDUALS MAKE PLEDGES TO IMPROVE LIVES THROUGH THE CARING POWER OF COMMUNITY. THE MAJORITY OF DOLLARS RAISED THROUGH THE ANNUAL CAMPAIGN ARE ALLOCATED TO THE NETWORK OF UNITED WAY PARTNER AGENCIES TO HELP SUSTAIN THEIR CURRENT PROGRAMS AND SERVICES. MORE THAN 100 VOLUNTEERS ARE INVOLVED IN DECIDING HOW THOSE DONOR DOLLARS ARE ALLOCATED. IN 2020 THE NETWORK OF UNITED WAY PARTNER AGENCIES AND INITIATIVES IMPROVED LIVES THROUGH THE CARING POWER OF COMMUNITY IN THE FOLLOWING WAYS, PLUS MANY MORE: EDUCATION: UNITED WAY OF GREATER ST. JOSEPH WORKS TO HELP PEOPLE OF ALL AGES REACH THEIR POTENTIAL THROUGH A VARIETY OF EDUCATIONAL PURSUITS THAT WILL, IN TURN, STRENGTHEN OUR COMMUNITY. QUALITY EARLY LEARNING, YOUTH EDUCATION IN AND OUT OF THE CLASSROOM, AND OTHER INSTRUCTION FOR LIFE-LONG LEARNING ARE JUST A FEW WAYS UNITED WAY SUPPORTS EDUCATION. MORE THAN 350 CHILDREN RECEIVED EARLY CARE AND EDUCATION TO HELP THEM BEGIN THEIR SCHOOL YEARS READY TO LEARN. MORE THAN 400 STUDENTS PARTICIPATED IN AFTER-SCHOOL YOUTH ACTIVITIES AND PROGRAMS. 151 INCOMING KINDERGARTNERS AND THEIR FAMILIES CONNECTED WITH UNITED WAY KINDERCLUB AT HOME, A RESOURCE THAT EMPOWERS PARENTS TO PREPARE THEIR INCOMING KINDERGARTENER TO BE A SUCCESSFUL LEARNER ON THE FIRST DAY OF SCHOOL. AREA BUSINESSES PARTNERED WITH MORE THAN 1,000 STUDENTS TO HELP THEM LEARN ABOUT LOCAL EMPLOYERS AND EDUCATION REQUIRED TO WORK IN PARTICULAR JOBS. 1,203 SCHOOL-AGE CHILDREN ATTENDED CAMP FOR SUMMER ENRICHMENT LEARNING AND POSITIVE ACTIVITIES.HEALTH: IN THE GREATER ST. JOSEPH AREA, YOUR CONTRIBUTIONS HELP PEOPLE OF ALL AGES IMPROVE THEIR PHYSICAL AND MENTAL WELL-BEING. HEALTH IS PROMOTED THROUGH FITNESS AND WELLNESS ACTIVITIES, NUTRITION AND IN-HOME SERVICES, COUNSELING, AND OTHER IMPORTANT PROGRAMS. GOOD HEALTH IS CRUCIAL FOR EVERYONE. THOUSANDS OF ADULTS AND CHILDREN RECEIVED NEEDED MENTAL HEALTH SERVICES. 619 SENIOR ADULTS RECEIVED 107,490 NUTRITIOUS MEALS TO HELP MAINTAIN HEALTH. MORE THAN $39 MILLION IN UNREIMBURSED MEDICAL CARE WAS PROVIDED TO CHILDREN IN THE GREATER ST. JOSEPH AREA. 1,400 PEOPLE WORKED THROUGH ALCOHOL AND DRUG ADDICTION RECOVERY. 224 PEOPLE RECEIVED COUNSELING RELATED TO DOMESTIC AND SEXUAL VIOLENCE. 138 CHILDREN WITH A DISABILITY OR SPECIAL NEED AND THEIR FAMILIES RECEIVED SERVICES THAT HELPED THE CHILDREN WORK TOWARD IMPORTANT DEVELOPMENTAL MILESTONES.FINANCIAL STABILITY: STABLE HOUSEHOLD FINANCES ARE IMPORTANT FOR DAILY LIVING, WHICH IS WHY UNITED WAY OF GREATER ST. JOSEPH ALSO FOCUSES ON FINANCIAL STABILITY. UNITED WAY SUPPORTS EFFORTS FOR FAMILIES AND INDIVIDUALS IN CRISIS. SUCH EFFORTS INCLUDE FOOD, DISASTER RELIEF, INFORMATION AND REFERRAL, AND SHELTER SERVICES RELATED TO HOMELESSNESS OR DOMESTIC VIOLENCE. UNITED WAY IS ALSO WORKING TO PREVENT FINANCIAL SITUATIONS FOR BECOMING PROBLEMS IN THE FIRST PLACE. 541 MEN, WOMEN, AND CHILDREN RECEIVED 20,162 NIGHTS OF EMERGENCY SHELTER. 247 LOW-INCOME OR ELDERLY PEOPLE WERE REPRESENTED AT NO COST FOR NON-CRIMINAL COURT CASES. 121 PREVIOUSLY HOMELESS HOUSEHOLDS (191 PEOPLE) LIVED IN TRANSITIONAL, PERMANENT, OR SUPPORTIVE HOUSING. MORE THAN 1,000 PEOPLE RECEIVED NEARLY $1,000,000 IN TAX REFUNDS THROUGH FREE TAX PREPARATION. 150 ADULTS WITH DISABILITIES HELD JOBS THROUGH SHELTERED AND SUPPORTED EMPLOYMENT. 4,917 AREA RESIDENTS SAVED $240,643 ON PRESCRIPTION MEDICATIONS WITH A PRESCRIPTION DISCOUNT CARD. A PORTION OF EACH YEAR'S CAMPAIGN IS HELD IN A GRANT MAKING FUND CALLED THE UNITED WAY COMMUNITY INVESTMENT FUND. THROUGH THIS GRANT OPPORTUNITY, AREA NON-PROFITS THAT MEET UNITED WAY'S CRITERIA IN FINANCIAL ACCOUNTABILITY, PROGRAM DELIVERY AND OUTCOMES ARE ELIGIBLE TO APPLY FOR GRANTS TO FURTHER MEET COMMUNITY OR AGENCY NEEDS. IN RECENT YEARS, UNITED WAY HAS INCREASED THE DOLLARS AVAILABLE THROUGH THE COMMUNITY INVESTMENT FUND AND SEEN AN UPTICK IN FUNDED REQUESTS. THE COMMUNITY INVESTMENT FUND GRANTS IN THE LAST FEW YEARS HAVE HELPED INNOVATIVE PROGRAMS BEGIN, BUILD CAPACITY, MEET ORGANIZATIONAL NEEDS WITHIN AGENCIES SO THEY CAN CONTINUE THEIR MISSION TO THE FULLEST AND HAVE MINIMIZED THE IMPACT TO CLIENTS WHEN SIGNIFICANT PROGRAM CHANGES OCCUR. BEGINNING IN MARCH 2020, CONSIDERATION OF REQUESTS WAS LIMITED TO AGENCIES, PROGRAMS AND SERVICES PROVIDING SERVICES DEEMED ESSENTIAL DURING THE PANDEMIC AND THAT WERE AT RISK OF DISRUPTION WITHOUT FUNDING FROM THE COMMUNITY INVESTMENT FUND. GRANTS FUNDED IN 2020 INCLUDED: -BARTLETT CENTER- PROVIDED EMERGENCY FUNDING FOR OPERATIONS TO CONTINUE -MERIL- PROVIDED FUNDING FOR EXPANSION OF IN-HOME PERSONAL CARE ATTENDANT PROGRAM -NORTHWEST MISSOURI COMMUNITY SERVICES- FUNDED THE COST ASSOCIATED WITH AN ADDITIONAL CALL SPECIALIST -THE SALVATION ARMY- FUNDED EMERGENCY SHELTER FOR FAMILIES EXPERIENCING HOMELESSNESS -UNITED CEREBRAL PALSY OF NORTHWEST MISSOURI- PROVIDED FUNDING FOR ADULT SENSORY ROOM EQUIPMENT -HOUSING STABILITY FUND- FUNDING TO ASSIST INDIVIDUALS AND FAMILIES WITH HOMELESS PREVENTION AND BARRIER REMOVAL SO THEY CAN MAINTAIN OR ATTAIN STABLE HOUSING. -IMAGINE ST. JOSEPH 2040- FUNDING TO SUPPORT THE IMPLEMENTATION OF COMMUNITY PLAN

4b	(Code: ) (Expenses $ 253,143 including grants of $ 14,227 ) (Revenue $ 49,103 )
	UNITED WAY INITIATIVES AND PROGRAMSFAMILYWIZE PRESCRIPTION ASSISTANCE -SAVING RESIDENTS MONEY ON PRESCRIPTION MEDICATION WITH A FREE PRESCRIPTION DISCOUNT CARD SINCE 2007. THE UNITED WAY FAMILYWIZE PRESCRIPTION DISCOUNT CARD CAN BE USED AS OFTEN AS NEEDED BY ANYONE FOR ANY QUALIFYING PRESCRIPTION; IT IS LIKE A REUSABLE COUPON FOR MANY DIFFERENT PRESCRIPTIONS. DURING 2020, PEOPLE IN THE AREA SAVED MORE THAN $220,000. THE GREATER ST. JOSEPH COMMUNITY HAS EXCEEDED $2.5 MILLION IN SAVINGS ON PRESCRIPTIONS SINCE THE PROGRAM'S BEGINNING. FINANCIAL STABILITY -PROVIDING OPPORTUNITIES FOR INDIVIDUALS AND FAMILIES TO BECOME FINANCIALLY SELF-SUFFICIENT SINCE 2009. IN 2020, UNITED WAY PROMOTED FREE TAX PREPARATION SERVICES OFFERED THROUGH PARTNER AGENCY INTERSERV. INTERSERV HELPED 1,065 COMMUNITY MEMBERS FILE TAX RETURNS AND RECEIVE REFUNDS TOTALING $909,705. MORE THAN 70 COMMUNITY MEMBERS USED MYFREETAXES.COM, AN ONLINE SERVICE MADE AVAILABLE THROUGH A PARTNERSHIP WITH H&R BLOCK, TO FILE THEIR RETURNS.LEADERSHIP ST. JOSEPH -BUILDING THE SKILLS OF INDIVIDUALS TO BE EFFECTIVE LEADERS IN THE COMMUNITY SINCE 1982.UNITED WAY LEADERSHIP ST. JOSEPH IS AN ANNUAL, YEAR-LONG LEADERSHIP DEVELOPMENT PROGRAM FOR ADULTS LIVING OR WORKING IN THE ST. JOSEPH AREA. THE PROGRAM HELPS CREATE A NETWORK OF TRAINED INDIVIDUALS WILLING TO ENGAGE IN LEADERSHIP AND COMMUNITY SERVICE WITH ENHANCED KNOWLEDGE OF OUR COMMUNITY'S OPPORTUNITIES, REALITIES AND CHALLENGES. IN 2020, TWENTY-EIGHT COMMUNITY MEMBERS COMPLETED THE PROGRAM, BRINGING THE TOTAL NUMBER OF PROGRAM GRADUATES TO 935 SINCE 1982. DURING THE YEAR, PARTICIPANTS LEARNED AND PRACTICED PROJECT DEVELOPMENT AND ESSENTIAL LEADERSHIP SKILLS. THE SAME LEARNING OBJECTIVES AND OUTCOMES WERE MAINTAINED EVEN THOUGH THE CLASS WENT VIRTUAL IN APRIL DUE TO THE COVID-19 PANDEMIC. THE CLASS WAS DIVIDED INTO FOUR GROUPS AND WAS CHALLENGED TO LEARN THE PROCESS OF DEVELOPING A PROJECT THAT WOULD MEET A COMMUNITY NEED. THE CHALLENGE RESULTED IN THE FOLLOWING PROJECTS: YOUTHFUL EXPRESSION OF UNCOMMON CHARACTER A DOWNTOWN YOUTH ART EXHIBIT; SPECIAL OLYMPICS/UNITED WAY LEADERSHIP ST. JOSEPH ALUMNI SOFTBALL TOURNAMENT; ST. JOSEPH SPORTS ALLIANCE YOUTH SPORTS SCHOLARSHIP FUND; AND ADVERSE CHILDHOOD EXPERIENCES (ACES) INFOGRAPHICS SHARED WITH ST. JOSEPH MIDDLE AND HIGH SCHOOL YOUTH. THE 2020 DISTINGUISHED LEADER AWARD WAS PRESENTED TO SETH WRIGHT, 2003 UNITED WAY LEADERSHIP ST. JOSEPH GRADUATE. THE DISTINGUISHED LEADER AWARD IS PRESENTED EVERY YEAR TO AN INDIVIDUAL WHO EXEMPLIFIES LEADERSHIP WHILE SERVING THE GREATER ST. JOSEPH COMMUNITY. DUE TO CONTINUING HEALTH AND SAFETY CONCERNS, THE 2021 UNITED WAY LEADERSHIP ST. JOSEPH CURRICULUM FORMAT HAS BEEN CHANGED TO TWO MONTHLY HALF-DAY VIRTUAL SESSIONS WITH THE HOPE THAT THE NEW, VIRTUAL, SHORTER CLASS DAY FORMAT WILL AFFORD MORE FLEXIBILITY AND ACCOMMODATION FOR PARTICIPANTS AND EMPLOYERS.PROFIT IN EDUCATION -IMPROVING THE EDUCATION LEVEL OF THE POTENTIAL AND CURRENT WORKFORCE SINCE 1989. UNITED WAY PROFIT IN EDUCATION WORKS TO INCREASE THE HIGH SCHOOL GRADUATION RATE AND COLLABORATE WITH AND SUPPORT EDUCATION EFFORTS ACROSS THE COMMUNITY. IN 2020, UNITED WAY READING ADVENTURE WAS HELD DURING THE SPRING SEMESTER WITH SECOND GRADE CLASSES AT THREE LOCAL ELEMENTARY SCHOOLS. THE GOAL OF UNITED WAY READING ADVENTURE IS TO HELP ELEMENTARY-AGE STUDENTS MAINTAIN AND IMPROVE THEIR READING SKILLS AND HELP BUILD THEIR HOME LIBRARIES THROUGH NEW AND DONATED BOOKS. THOUSANDS OF BOOKS WERE DISTRIBUTED DURING THE SUMMER THROUGH A NEW PROGRAM CALLED UNITED WAY TAKE A BOOK TUESDAY. BOOKS WERE GIVEN TO AREA CHILDREN ON TUESDAYS IN JUNE AND JULY THROUGH SCHOOL-AGE CHILDCARE PROVIDERS AND SECOND HARVEST'S NO HUNGER SUMMER. THE BOOKS CONTAINED INFORMATION FROM LOCAL LIBRARIES SO KIDS WOULD KNOW WHERE TO TURN FOR ADDITIONAL READING MATERIALS AND ACTIVITIES. VOLUNTEERS AND COMMUNITY MEMBERS DONATED THOUSANDS OF BOOKMARKS AND NOTES THAT WERE INCLUDED IN THE BOOKS. UNITED WAY SPEAKERS' BUREAU LINKED BUSINESS VOLUNTEERS WITH CLASSROOMS, CAREER DAYS AND EVENTS TO HELP STUDENTS LEARN ABOUT DIFFERENT CAREERS AND EMPLOYER EXPECTATIONS. MORE THAN 1,000 ELEMENTARY, MIDDLE AND HIGH SCHOOL STUDENTS LEARNED ABOUT CAREERS FROM PEOPLE IN A SPECIFIC FIELD, INCLUDING ANIMAL HEALTH SCIENCES, ARTS AND COMMUNICATION, SKILLED TRADES, HEALTHCARE, INFORMATION TECHNOLOGY, EDUCATION AND BUSINESS. MORE THAN 65 LOCAL PROFESSIONALS VOLUNTEERED AND SHARED ABOUT THEIR CAREERS IN 2020.SUCCESS BY 6 -PREPARING CHILDREN TO BE SUCCESSFUL LEARNERS WHEN THEY BEGIN KINDERGARTEN SINCE 1999. UNITED WAY SUCCESS BY 6 WORKS TO PREPARE ALL CHILDREN TO BE SUCCESSFUL LEARNERS WHEN THEY BEGIN KINDERGARTEN. THE INITIATIVE WORKS THROUGH COMMUNITY-WIDE COLLABORATIONS TO SUPPORT PARENTS, CHILDCARE PROVIDERS AND OTHERS TO FACILITATE THE DEVELOPMENT OF CHILDREN AGED BIRTH TO SIX. IN EARLY 2020, UNITED WAY SUCCESS BY 6 BROUGHT FAMILIES TOGETHER FOR EVENTS THAT CELEBRATED EARLY LITERACY, GAVE PARENTS THE TOOLS AND INFORMATION TO SUPPORT THEIR CHILDREN'S EARLY DEVELOPMENT AND INCREASED THEIR UNDERSTANDING OF AUTISM. CHILDCARE PROVIDERS GATHERED TO LEARN ABOUT LEADERSHIP AND MANAGEMENT TOPICS AT THE ANNUAL UNITED WAY SUCCESS BY 6 DIRECTORS' SYMPOSIUM. UNITED WAY ALSO BEGAN SERVING AS A CAPACITY BUILDING PARTNER FOR CHILD CARE AWARE OF MISSOURI, DEEPENING CONNECTIONS WITH CHILDCARE PROVIDERS AND EXPANDING IMPACT TO 12 COUNTIES IN NORTHWEST MISSOURI. WHEN COVID-19 HIT, UNITED WAY SUCCESS BY 6 ADAPTED AND REDIRECTED FOCUS TO THE AREAS THAT NEEDED THE MOST SUPPORT. STAFF IMMEDIATELY BEGAN CONNECTING CHILDCARE PROVIDERS WITH RESOURCES AT THE LOCAL, STATE AND NATIONAL LEVELS, CONVENED DISCUSSIONS AROUND HOW TO ENSURE CARE FOR CHILDREN OF ESSENTIAL WORKERS AND MOVED ACTIVITIES TO AN ONLINE ENVIRONMENT. UNITED WAY STAFF PARTICIPATED IN STATEWIDE DISCUSSIONS, PROVIDING A VOICE FOR CHILDCARE PROVIDERS AND FAMILIES IN OUR REGION. AS THE PANDEMIC CONTINUED, THE FOCUS SHIFTED TOWARD SUPPORTING THE WELLNESS AND RESILIENCY OF LOCAL CHILDCARE PROVIDERS. UNITED WAY SUCCESS BY 6 CONTINUED TO PROVIDE PARENT EDUCATION OPPORTUNITIES THROUGHOUT 2020. UNITED WAY STAFF WORKED WITH EDUCATORS, THE ST. JOSEPH SCHOOL DISTRICT AND ST. JOSEPH PUBLIC LIBRARIES TO CREATE AND DISTRIBUTE UNITED WAY KINDERCLUB AT HOME, A RESOURCE THAT EMPOWERS PARENTS TO PREPARE THEIR CHILDREN TO BE SUCCESSFUL LEARNERS. UNITED WAY SUCCESS BY 6 ALSO PARTNERED WITH COMMUNITY ACTION PARTNERSHIP HEAD START TO OFFER CONSCIOUS DISCIPLINE CLASSES FOR PARENTS AND PRIMARY CAREGIVERS IN AN ONLINE ENVIRONMENT. UNITED WAY SUCCESS BY 6 SUPPORTED EARLY CARE AND EDUCATION PROVIDERS WITH VIRTUAL TRAININGS, LEADERSHIP DEVELOPMENT AND SCHOLARSHIPS IN 2020. THROUGH UNITED WAY SUCCESS BY 6, EARLY CARE AND EDUCATION PROVIDERS EARNED 1,240 HOURS OF TRAINING AND EIGHT FINANCIAL SCHOLARSHIPS WERE AWARDED TO EARLY EDUCATORS TO PURSUE ASSOCIATE'S AND BACHELOR'S DEGREES IN EARLY EDUCATION.UNMET NEEDS COMMITTEE -COLLABORATING TO CONNECT PEOPLE TO RESOURCES TO SOLVE IMMEDIATE NEEDS WITH LASTING IMPACT SINCE 1993. UNITED WAY UNMET NEEDS COMMITTEE MEETS THROUGHOUT THE YEAR TO IDENTIFY ALTERNATIVE RESOURCES AND SOLUTIONS FOR CASES BROUGHT BEFORE THEM. IN 2020 REPRESENTATIVES FROM NON-PROFITS, CHURCHES, UTILITY COMPANIES AND GOVERNMENT AGENCIES AS WELL AS COMMUNITY MEMBERS MET IN-PERSON TWICE BEFORE CONVERTING TO VIRTUAL MEETINGS. THE COMMITTEE MET EVERY THREE MONTHS AND HAD PRESENTATIONS ON A VARIETY OF TOPICS, INCLUDING COVID-19 RESOURCES, MENTAL HEALTH AND AGENCY PROGRAMS. POTENTIAL CASES WERE ABLE TO BE HANDLED THROUGH OTHER RESOURCES OR CONNECTIONS TO OTHER AGENCIES.VOLUNTEER CENTER -CONNECTING THE COMMUNITY THROUGH VOLUNTEERISM SINCE 2009. UNITED WAY VOLUNTEER CENTER IS A CENTRAL RESOURCE FOR VOLUNTEER NEEDS ACROSS THE GREATER ST. JOSEPH AREA. INDIVIDUALS, GROUPS AND CORPORATIONS SEEKING VOLUNTEER OPPORTUNITIES CAN FIND A VARIETY OF OPTIONS CALLING FOR VARYING LEVELS OF COMMITMENT AVAILABLE AT MANY DIFFERENT NON-PROFIT ORGANIZATIONS. IN 2020, VIRTUAL UNITED WAY COMMUNITY VOLUNTEER RESOURCE NETWORK (CVRN) MEETINGS WERE ATTENDED BY INDIVIDUALS WHO MANAGE VOLUNTEERS FOR LOCAL ORGANIZATIONS. CVRN PROMOTES AND DEVELOPS EFFECTIVE VOLUNTEER MANAGEMENT PROGRAMS IN THE COMMUNITY AND ENHANCES THE KNOWLEDGE, SKILLS AND CONNECTIONS AMONG MEMBERS. UNITED WAY IS BUILDING THE CAPACITY OF COMMUNITY VOLUNTEER COORDINATORS THROUGH THE NETWORK. UNITED WAY STUFF THE BUS! SCHOOL SUPPLIES DRIVE LOOKED VERY DIFFERENT IN 2020. WHILE THE TRADITIONAL SCHOOL SUPPLIES DRIVE COULD NOT BE HELD DUE TO COVID-19 RESTRICTIONS, UNITED WAY CONTINUED TO ACCEPT SUPPLIES AND DONATIONS TO DISTRIBUTE TO LOCAL SCHOOLS. NEARLY 100 VOLUNTEER OPPORTUNITIES FROM MORE THAN 25 LOCAL AGENCIES WERE SHARED THROUGH UNITED WAY VOLUNTEER CENTER.-RESPONDING TO EMERGING OR EMERGENCY NEEDS BEYOND ALLOCATING DOLLARS TO OTHER AGENCIES

4c	(Code: ) (Expenses $ 94,854 including grants of $ ) (Revenue $ )
	OTHER GENERAL ACTIVITIES OF THE UNITED WAY, WHICH CONTRIBUTE TO BUILDING COMMUNITY COALITIONS, PARTICIPATING IN COMMUNITY GROUPS AND SUPPORTING COMMUNITY PLANNING, ARE ACCOUNTED FOR IN THE COMMUNITY BUILDING PROGRAM. UNITED WAY'S ROLE GOES FAR BEYOND THE RAISING AND ALLOCATING OF DOLLARS AND IMPLEMENTATION OF INITIATIVES AND PROGRAMMING. UNITED WAY PARTICIPATES IN A NUMBER OF COMMUNITY COALITIONS, COMMITTEES, TASK FORCES AND EFFORTS THAT IMPROVE THE COMMUNITY. IN MANY CASES UNITED WAY IS AN ACTIVE PARTICIPANT, PROVIDING STAFF RESOURCES, LEADERSHIP, FACILITATION, ADVOCACY AND ACTION. CONTINUUM OF CARE FOR HOMELESS SERVICES, CONTINUUM OF CARE HMIS TRANSITION COMMITTEE, HOMELESS COURT, VOLUNTEER SERVICES ADVISORY COUNCIL FOR RETIRED SENIOR VOLUNTEER PROGRAM (RSVP), CHILDREN'S FAIR PLANNING COMMITTEE, TINY TOT TOWN PLANNING COMMITTEE, HEALTH (HELPING EVERYONE ACHIEVE LONG TERM HEALTH), URBAN MISSION SUPPORT AGENCIES NETWORK, TAV/AIM NETWORK, BEACON, NORTHWEST MISSOURI PROFESSIONALS ON AGING, MERIL NETWORKING LUNCHES, EMERGENCY OPERATIONS CENTER DAILY BRIEFINGS, COAD (COMMUNITY ORGANIZATIONS ACTIVE IN DISASTER), LEPC (LOCAL EMERGENCY PLANNING COMMITTEE), EARLY CHILDHOOD COMPREHENSIVE SYSTEMS STATE STEERING COMMITTEE, MOSAIC LIFE CARE FOUNDATION E2 - STEERING COMMITTEE, MOSAIC LIFE CARE FOUNDATION E2 - PATHWAYS TO PROSPERITY, MOSAIC LIFE CARE FOUNDATION E2 - PATHWAYS TO EARLY LEARNING, COMMERCE BANK CRA BOARD (COMMUNITY REINVESTMENT ACT), ST. JOSEPH CHAMBER OF COMMERCE WORKFORCE DEVELOPMENT COMMITTEE, INTERAGENCY COUNCIL ON AGING, ST. JOSEPH CHAMBER OF COMMERCE DIPLOMATS, ST. JOSEPH CHAMBER OF COMMERCE MEMBER COUNCIL, ST. JOSEPH CHAMBER OF COMMERCE GOVERNMENT RELATIONS COMMITTEE, ST. JOSEPH CHAMBER OF COMMERCE FINANCE COMMITTEE, ST. JOSEPH COMMUNITY ALLIANCE, IMAGINE ST. JOSEPH 2040 PLANNING TEAM, DOWNTOWN ROTARY CLUB #32, DOWNTOWN ROTARY CLUB #32 BOARD OF DIRECTORS, KIWANIS CLUB OF ST. JOSEPH, KIWANIS CLUB OF ST. JOSEPH BOARD OF DIRECTORS, ST. JOSEPH SCHOOL DISTRICT PARENTS AS TEACHERS ADVISORY, ST. JOSEPH SCHOOL DISTRICT SCHOOL COUNSELING ADVISORY COUNCIL, MISSOURI WESTERN STATE UNIVERSITY CRAIG SCHOOL OF BUSINESS ADVISORY COMMITTEE, DOWNTOWN MARKETING COMMITTEE.

	(Code: ) (Expenses $ 94,106 including grants of $ ) (Revenue $ )
	COMMUNICATIONSIT TAKES STRONG COMMUNITY SUPPORT TO PRODUCE THE LEVEL OF PROGRAM ACHIEVEMENTS AND SUSTAINING THAT SUPPORT REQUIRES AN ACTIVE COMMUNICATIONS EFFORT. UNITED WAY LETS DONORS AND THE GENERAL PUBLIC KNOW ABOUT THE ORGANIZATION'S ACCOMPLISHMENTS THROUGH PRINTED MATERIALS INCLUDING; AN ANNUAL REPORT, E-NEWSLETTERS, WEB SITE, VIDEO PRODUCTIONS, MEDIA OUTREACH, AND SPECIAL EVENTS.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 94,106 including grants of $ ) (Revenue $ )
4e	Total program service expenses2,184,662

(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

		Business Code
2a	LEADERSHIP PROGRAMS	611430	38,921	38,921
b	FUNDRAISING SERVICES	624100	18,694	18,694
c	SUCCESS BY 6 SEMINARS	611710	8,248	8,248
d	EFSP	624100	1,694	1,694
e	PROFIT IN EDUCATION	611710	240	240
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		67,797

1	Briefly describe the organization’s mission or most significant activities: TO IMPROVE LIVES THROUGH THE CARING POWER OF COMMUNITY.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	29
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	29
5	Total number of individuals employed in calendar year 2020 (Part V, line 2a) ......	5	9
6	Total number of volunteers (estimate if necessary) .............	6	634
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 39 .........	7b	0

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	102,173	0	13,310

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

f	All other contributions, gifts, grants, and similar amounts not included above		1f	2,430,855

g	Noncash contributions included in lines 1a - 1f:$		1g	96,058

h Total. Add lines 1a-1f.......		2,430,855

3 Investment income (including dividends, interest, and othersimilar amounts) ......			183,568			183,568
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents		36,300	6a
b	Less: rental expenses		0	6b
c	Rental income or (loss)		36,300	6c
d	Net rental income or (loss).......			36,300			36,300
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		4,243,731	7a
b	Less: cost or other basis and sales expenses		3,991,613	7b
c	Gain or (loss)		252,118	7c
d	Net gain or (loss).........			252,118			252,118
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a	OTHER INCOME		900099	330			330
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			330
12	Total revenue. See instructions.....			2,970,968	67,797	0	472,316

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	1,604,151	1,604,151
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	116,513	116,513
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	115,482	72,754	41,573	1,155
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........	229,294	151,505	75,486	2,303
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	9,977	6,358	3,513	106
9	Other employee benefits .......	31,440	21,018	10,115	307
10	Payroll taxes ...........	24,927	15,780	8,884	263
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........	21,425	13,454	7,741	230
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	47,194	44,061	3,133
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	1,512	949	547	16
12	Advertising and promotion ....	6,818	5,595	655	568
13	Office expenses .......	13,641	8,300	4,577	764
14	Information technology ......
15	Royalties ..
16	Occupancy ...........	33,267	20,222	12,670	375
17	Travel ............	6,769	4,251	2,446	72
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	13,846	6,273	105	7,468
20	Interest ...........
21	Payments to affiliates .......	24,138	15,159	8,721	258
22	Depreciation, depletion, and amortization ..	42,001	26,300	15,252	449
23	Insurance ...	13,027	8,272	4,618	137
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	PARENT AWARENESS ITEMS	19,476	19,476
b	EQUIP RENT/MAINTENANCE	14,623	9,183	5,284	156
c	TRAINING	6,816	6,816
d	AWARDS (NON ASSISTANCE	3,343	3,343
e	All other expenses	5,860	4,929	905	26
25	Total functional expenses. Add lines 1 through 24e	2,405,540	2,184,662	206,225	14,653
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 ........			1,193,120	1	1,269,532
2	Savings and temporary cash investments .........			557,594	2	803,944
3	Pledges and grants receivable, net ......			2,292,032	3	1,840,672
4	Accounts receivable, net .............				4
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			8,909	9	7,853
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	940,078
b	Less: accumulated depreciation	10b	672,090	303,920	10c	267,988
11	Investments—publicly traded securities .			8,933,195	11	9,803,846
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 33)...			13,288,770	16	13,993,835

17	Accounts payable and accrued expenses .....	2,057,020	17	1,585,552
18	Grants payable ...		18
19	Deferred revenue .........	10,251	19	8,351
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 any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24	63,000
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..	2,067,271	26	1,656,903

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	6,960,251	27	7,689,572
28	Net assets with donor restrictions ...........	4,261,248	28	4,647,360
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	11,221,499	32	12,336,932
33	Total liabilities and net assets/fund balances ........	13,288,770	33	13,993,835