Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 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.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
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.") . | 6,619,201 | 6,168,098 | 8,097,929 | 7,504,654 | 9,441,930 | 37,831,812 |
| 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 | 799,399 | 959,238 | 1,116,873 | 890,301 | 832,176 | 4,597,987 |
| 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 | 7,418,600 | 7,127,336 | 9,214,802 | 8,394,955 | 10,274,106 | 42,429,799 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 537,279 | 135,441 | 23,000 | 67,800 | 197,358 | 960,878 |
| 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. | 262,262 | 160,343 | 1,236,043 | 247,834 | 494,980 | 2,401,462 |
| c | Add lines 7a and 7b.. | 799,541 | 295,784 | 1,259,043 | 315,634 | 692,338 | 3,362,340 |
| 8 | Public support. (Subtract line 7c from line 6.) | 39,067,459 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 7,418,600 | 7,127,336 | 9,214,802 | 8,394,955 | 10,274,106 | 42,429,799 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 28,914 | 12,552 | -29,254 | -108,776 | 55,229 | -41,335 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 28,914 | 12,552 | -29,254 | -108,776 | 55,229 | -41,335 |
| 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.) .. | 309,674 | 281,936 | 329,666 | 313,346 | 288,861 | 1,523,483 |
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 7,757,188 | 7,421,824 | 9,515,214 | 8,599,525 | 10,618,196 | 43,911,947 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 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 | ||||
| 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. |
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| 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) |
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| 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. |
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|
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. |
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|
7 Excess distributions carryover to 2021. Add lines 3j and 4c. |
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| 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..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART IV, LINE 12B: | THE COMBINED FINANCIAL STATEMENTS ARE AUDITED. THE UNION MISSION AND THE UNION MISSION HOLDING CORPORATION ARE AUDITED AND REPORTED ON IN COMBINED FINANCIAL STATEMENTS. |
| FORM 990, PART VI, SECTION B, LINE 11B | EXECUTIVE DIRECTOR EITHER SENDS A COPY OF THE FORM 990 TO EACH BOARD MEMBER BY U.S. MAIL, E-MAIL, OR HAND DELIVERY FOR THEIR REVIEW AT LEAST ONE WEEK PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, THE GOVERNING BOARD REQUIRES EACH MEMBER TO SIGN A STATEMENT OF CONFLICTS OF INTEREST, IF ANY. |
| FORM 990, PART VI, SECTION B, LINE 15 | ANNUALLY, THE GOVERNING BOARD MEETS TO REVIEW THE EXECUTIVE DIRECTOR'S COMPENSATION, COMPARABLE COMPENSATION DATA FOR OTHER NOT FOR PROFIT ORGANIZATIONS, DELIBERATES AND DOCUMENTS A DECISION. |
| FORM 990, PART VI, SECTION C, LINE 19 | WHENEVER A REQUEST IS MADE BY THE PUBLIC FOR A COPY OF FORM 1023, 990 OR FINANCIAL STATEMENTS, COPIES ARE REPRODUCED AND PROVIDED. |
| FORM 990, PART IX, LINE 24E | CONTRACT LABOR: PROGRAM SERVICE EXPENSES 205,434. MANAGEMENT AND GENERAL EXPENSES 34,513. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 239,947. POSTAGE: PROGRAM SERVICE EXPENSES 1,580. MANAGEMENT AND GENERAL EXPENSES 616. FUNDRAISING EXPENSES 236,591. TOTAL EXPENSES 238,787. SUPPLIES: PROGRAM SERVICE EXPENSES 192,786. MANAGEMENT AND GENERAL EXPENSES 16,573. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 209,359. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 55,446. MANAGEMENT AND GENERAL EXPENSES 73,266. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 128,712. SPECIFIC ASSISTANCE TO INDIVID: PROGRAM SERVICE EXPENSES 123,794. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 123,794. INDIGENT AID: PROGRAM SERVICE EXPENSES 116,366. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 116,366. MISC BANK CHARGES: PROGRAM SERVICE EXPENSES 9,161. MANAGEMENT AND GENERAL EXPENSES 74,122. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 83,283. PUBLIC EDUCATION: PROGRAM SERVICE EXPENSES 47,702. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 47,702. TELEPHONE: PROGRAM SERVICE EXPENSES 30,034. MANAGEMENT AND GENERAL EXPENSES 4,111. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,145. TAXES: PROGRAM SERVICE EXPENSES 32,914. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,914. TRAINING: PROGRAM SERVICE EXPENSES 22,428. MANAGEMENT AND GENERAL EXPENSES 7,887. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,315. PROGRAM COGS: PROGRAM SERVICE EXPENSES 29,275. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,275. EQUIPMENT RENTAL: PROGRAM SERVICE EXPENSES 27,171. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,171. SRO INCOME - FORGIVEN: PROGRAM SERVICE EXPENSES 25,960. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,960. PRINTING: PROGRAM SERVICE EXPENSES 433. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 24,831. TOTAL EXPENSES 25,264. CHILDRENS EXPENSE: PROGRAM SERVICE EXPENSES 18,954. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,954. INVESTMENT ADVISORY FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 14,222. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,222. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 9,120. MANAGEMENT AND GENERAL EXPENSES 823. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,943. LICENSES: PROGRAM SERVICE EXPENSES 8,507. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,507. FLOWERS & GIFTS: PROGRAM SERVICE EXPENSES 6,653. MANAGEMENT AND GENERAL EXPENSES 104. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,757. COMMISSIONS: PROGRAM SERVICE EXPENSES 5,716. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,716. MEDICAL: PROGRAM SERVICE EXPENSES 5,224. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,224. WELLNESS PROGRAM: PROGRAM SERVICE EXPENSES 4,154. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,154. BACKGROUND CHECKS: PROGRAM SERVICE EXPENSES 2,076. MANAGEMENT AND GENERAL EXPENSES 78. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,154. TRANSPORTATION ASSISTANCE: PROGRAM SERVICE EXPENSES 2,122. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,122. RENT: PROGRAM SERVICE EXPENSES 2,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,000. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 1,950. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,950. LICENSE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 883. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 883. AMORTIZATION: PROGRAM SERVICE EXPENSES 775. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 775. PROMOTION: PROGRAM SERVICE EXPENSES 701. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 701. ACTIVITIES: PROGRAM SERVICE EXPENSES 120. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 120. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 40,000. CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS 160,000. WITH DONOR RESTRICTIONS ADDITIONS 913,705. WITH DONOR RESTRICTIONS RELEASES -58,465. ROUNDING 2. |
| Software ID: | |
| Software Version: |