2024-04-06T07:20:57-05:00 2023-06-30 FORVIS LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2022-07-01 440545812 UNITED WAY OF GREATER KANSAS CITY INC % CHERYL ADLER UNIT 9133716742 4801 MAIN STREET Suite STE 425 KANSAS CITY MO 64112 ANN GAFFIGAN COO 8165594604 2024-05-15 true ANN GAFFIGAN XXX-XX-XXXX Michael J Engle P00482834 8162216300 2024-05-15 3 2022 2023-04-26 12:10:37Z X CHRIS ROSSON 4801 MAIN STREET SUITE 425 KANSAS CITY MO 64112 29660620 false X WWW.UNITEDWAYGKC.ORG X 1918 MO UNITED WAY OF GREATER KANSAS CITY'S MISSION IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF GREATER KANSAS CITY. 35 34 113 1766 0 0 43139562 28678566 9700 18205 899976 516624 -33601 -37106 44015637 29176289 27476374 18103953 0 0 5788253 6065092 0 0 2908787 3876200 3113912 37140827 27282957 6874810 1893332 27299107 29134696 11524512 10808867 15774595 18325829 X UNITED WAY OF GREATER KANSAS CITY ASSEMBLES THE BEST AVAILABLE RESOURCES TO PROVIDE THE FARTHEST-REACHING NETWORK OF SUPPORT FOR 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0.0 X 173379 0 0 TODD JORDAN EXECUTIVE DIRECTOR 211 40.0 0.0 X 108716 0 20072 NORA FREYMAN CHIEF MARKETING OFFICER 40.0 0.0 X 102561 0 13493 MARIO AZAR TRUSTEE 1.0 0.0 X 0 0 0 ERIC BAILLARGEON TRUSTEE 1.0 0.0 X 0 0 0 MARY BRISTOW TRUSTEE 1.0 0.0 X 0 0 0 TOM CARIGNAN TRUSTEE 1.0 0.0 X 0 0 0 IRENE CAUDILLO TRUSTEE 1.0 0.0 X 0 0 0 SHELLIE CLAUSEN TRUSTEE 1.0 0.0 X 0 0 0 RON COKER TRUSTEE/BOARD CHAIR 1.0 0.0 X X 0 0 0 DIA COVINGTON TRUSTEE 1.0 0.0 X 0 0 0 DAN CRUMB TRUSTEE 1.0 0.0 X 0 0 0 STACEY DANIELS-YOUNG TRUSTEE 1.0 0.0 X 0 0 0 PATRICK DUJAKOVICH TRUSTEE/SECRETARY 1.0 0.0 X X 0 0 0 STEVE EDWARDS TRUSTEE 1.0 0.0 X 0 0 0 ED ELDER TRUSTEE 1.0 0.0 X 0 0 0 PENNY POSTOAK FERGUSON TRUSTEE 1.0 0.0 X 0 0 0 SPENCER FIELDS TRUSTEE/TREASURER 1.0 0.0 X X 0 0 0 AMY HATCH TRUSTEE 1.0 0.0 X 0 0 0 ANDREA HENDRICKS TRUSTEE 1.0 0.0 X 0 0 0 DANA JERMAIN TRUSTEE 1.0 0.0 X 0 0 0 BILL JOHNSON TRUSTEE/TREASURER 1.0 0.0 X X 0 0 0 SHANNON JOHNSON TRUSTEE 1.0 0.0 X 0 0 0 MICHELLE KAY TRUSTEE/IMMEDIATE PAST CHAIR 1.0 0.0 X X 0 0 0 CAROL LEVERS TRUSTEE 1.0 0.0 X 0 0 0 DEREK LOCKE TRUSTEE 1.0 0.0 X 0 0 0 MARSHALL LOCKTON TRUSTEE 1.0 0.0 X 0 0 0 SHAWN LONG TRUSTEE 1.0 0.0 X 0 0 0 ALISE MARTINY TRUSTEE/SECRETARY 1.0 0.0 X X 0 0 0 STEVE MILLS TRUSTEE 1.0 0.0 X 0 0 0 LAURIE MINARD TRUSTEE 1.0 0.0 X 0 0 0 MARK MORELAND TRUSTEE 1.0 0.0 X 0 0 0 JOHN MURPHY TRUSTEE 1.0 0.0 X 0 0 0 MIKE PERRY TRUSTEE 1.0 0.0 X 0 0 0 ROSEMARY PODREBARAC TRUSTEE 1.0 0.0 X 0 0 0 LAURIE ROBERTS TRUSTEE/BOARD CHAIR 1.0 0.0 X X 0 0 0 TROY SCHULTE TRUSTEE 1.0 0.0 X 0 0 0 DRED SCOTT TRUSTEE 1.0 0.0 X 0 0 0 JIM SHAY TRUSTEE 1.0 0.0 X 0 0 0 GREG SHONDELL TRUSTEE 1.0 0.0 X 0 0 0 ART SILVA TRUSTEE 1.0 0.0 X 0 0 0 GREG SWEAT MD TRUSTEE/VICE CHAIR 1.0 0.0 X X 0 0 0 J RANDALL VANCE TRUSTEE 1.0 0.0 X 0 0 0 RICK VIAR TRUSTEE 1.0 0.0 X 0 0 0 GINGER WILLIAMS TRUSTEE 1.0 0.0 X 0 0 0 ROBIN WINNER TRUSTEE 1.0 0.0 X 0 0 0 KEVIN ZIMMERMAN TRUSTEE 1.0 0.0 X 0 0 0 ANN GAFFIGAN COO STARTING 01/2023 50.0 0.0 X 0 0 0 1134072 0 143682 6 true true false FORVIS LLP 1201 Walnut Street Suite 1700 KANSAS CITY MO 64106 ACCOUNTING SERVICES 112245 MORGAN HUNTER COMPANIES 7600 W 110TH ST SHAWNEE MISSION KS 66210 TEMP WORKERS 200384 UPIC SOLUTIONS 334 BEECHWOOD RD SUITE 500 FORT MITCHELL KY 41017 IT SERVICES 275932 3 111393 5925896 22641277 187574 28678566 IMPACT KIT REVENUE 900099 18205 18205 18205 411296 411296 0 0 0 0 0 547409 442081 105328 105328 105328 5144 111393 42250 -37106 -37106 0 0 0 0 0 0 0 29176289 18205 479518 12421469 12421469 5682484 5682484 0 0 891975 346888 244861 300226 0 3867374 2144423 541935 1181016 475860 266481 73019 136360 480900 275220 75444 130236 348983 185836 55333 107814 0 46304 5302 34210 6792 108968 108968 0 0 21081 21081 529652 224137 119626 185889 279377 49439 229938 46553 22886 7594 16073 393250 180820 76854 135576 0 431419 168979 119322 143118 0 0 252556 77622 13928 161006 9838 3886 2113 3839 211623 83588 45450 82585 46404 18331 9928 18145 38969 15263 10780 12926 BAD DEBT EXPENSE 566659 566659 DUES & SUBSCRIPTIONS 73800 34780 17009 22011 _ 0 _ 0 57459 16244 5978 35237 27282957 22790737 1583433 2908787 2693470 5860210 1476216 2239009 9772129 7890567 2223667 908905 0 0 0 0 0 0 0 0 112418 216345 1239295 1051085 97498 188210 10629067 11592210 0 0 0 0 0 0 294642 239240 27299107 29134696 3746051 3023685 7718043 6912039 0 652805 0 0 0 0 0 0 60418 0 0 0 0 220338 11524512 10808867 X 7162485 10750809 8612110 7575020 15774595 18325829 27299107 29134696 X 1893332 666868 -8966 X false true X true true true X 25768062 1584396 32761184 43139562 28678566 131931770 0 0 25768062 1584396 32761184 43139562 28678566 131931770 2707751 129224019 316796 38628 392158 398163 411296 1557041 0 4041 0 46661 3571 0 54273 133543084 27905 0.96766 0.97832 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10500533 997597 25358 11472772 11931470 -1403188 27749 10500533 9497411 1025222 2366862 927626 30399 11931470 9509297 491848 500000 3734 9497411 9450867 80581 22151 9509297 0.78670 0.09060 0.12270 true false 879820 865726 14094 186520 185359 1161 172955 172955 188210 0 LEASE LIABILITIES 220338 220338 24912496 666868 96589 42250 805707 24106789 21080 5048420 5069500 29176289 22361262 96589 42250 138839 22222423 21080 5039454 5060534 27282957 SCHEDULE D, PART V, LINE 4 THE ENDOWMENT FUNDS ARE UTILIZED TO PROVIDE OPERATING SUPPORT AND ADDITIONAL SUPPORT FOR PROGRAMS THAT DO NOT HAVE A SPECIFIC SOURCE OF FUNDING. SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D FUNDRAISING EXPENSES $ 42,250 ------------ $ 42,250 SCHEDULE D, PART XI, LINE 4B CONTRIBUTIONS HELD ON BEHALF OF OTHERS $ 4,472,795 BAD DEBT EXPENSE $ 566,659 CHANGE IN BENEFICIAL INTEREST IN TRUST $ 8,966 ------------ $ 5,048,420 SCHEDULE D, PART XII, LINE 2D FUNDRAISING EXPENSES $ 42,250 ------------ $ 42,250 SCHEDULE D, PART XII, LINE 4B CONTRIBUTIONS HELD ON BEHALF OF OTHERS $ 4,472,795 BAD DEBT EXPENSE $ 566,659 ------------- $ 5,039,454 PURSES FOR PROM 116537 111393 5144 9000 2140 15199 6061 9850 0 116537 111393 5144 9000 2140 15199 6061 9850 42250 -37106 true SEE SCHEDULE I ATTACHMENT 10940169 273 0 RENT ASSISTANCE 1873 4405421 UTILITY ASSISTANCE 886 374311 TRANSPORTATION ASSISTANCE 1852 44995 FMV LYFT RIDES LEGAL ASSISTANCE 35 15798 DENTAL ASSISTANCE 665 840799 MOVING ASSISTANCE 2 1160 SCHEDULE I, PART I, LINE 2 FOR GRANTS MADE TO ORGANIZATIONS: UWGKC CONDUCTS AN ANNUAL REVIEW OF GRANTEE PROGRAMS AND AGENCIES. THIS REVIEW INCLUDES THE SUBMISSION OF REPORTS THAT INCLUDE UNITS OF SERVICE. IN ADDITION, UWGKC'S FUNDING AGREEMENT WITH EACH RECIPIENT AGENCY REQUIRES COMPLIANCE WITH STANDARDS OF ACCOUNTABILITY. THIS COMPLIANCE IS REVIEWED THROUGH THE SUBMISSION OF AN ANNUAL QUESTIONNAIRE AND SUPPORTING DOCUMENTS, INCLUDING BUDGET AND ORGANIZATIONAL DATA. IF SIGNIFICANT PROBLEMS OR CONCERNS ARE IDENTIFIED, A MECHANISM IS IN PLACE FOR ADDITIONAL MEETINGS AND/OR REPORTING, AS NEEDED, TO MONITOR THE VIABILITY OF FUNDED PROGRAMS AND ORGANIZATIONS. FOR GRANTS MADE TO INDIVIDUALS: THESE GRANTS HAVE BEEN MADE AS PART OF UWGKC'S EVICTION PREVENTION PROGRAM WORK. IN ORDER TO QUALIFY FOR THE GRANTS, INDIVIDUALS MUST COMPLETE AN APPLICATION AND PROVIDE SUPPORTING DOCUMENTATION TO DEMONSTRATE THEY MEET THE CRITERA OF THE GRANT. X X X true false false false false false false false false CHRIS ROSSON TRUSTEE/CEO 322777 0 78000 0 1734 0 17604 0 26583 0 446698 0 0 0 ANTHONY KLINE COO ENDING 09/2022 159296 0 35000 0 1445 0 5278 0 16413 0 217432 0 0 0 JAMES MACDONALD CHIEF IMPACT OFFICER 150214 0 0 0 950 0 24954 0 19285 0 195403 0 0 0 BRENT STEWART CEO UNTIL 01/2021 0 0 0 0 173379 0 0 0 0 0 173379 0 0 0 FORM 990, SCHEDULE J, PART I, LINE 4A BRENT STEWART RECEIVED $173,379 IN SEVERANCE PAYMENTS. X 21 187574 AVERAGE PRICE false true false SCHEDULE M, PART I, COLUMN B THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART III, LINE 4A UNITED WAY OF GREATER KANSAS CITY OPERATES TWO SIGNATURE GRANTMAKING INITIATIVES THAT FOCUS ON THE HUMAN SERVICE NEEDS OF THE KANSAS CITY METROPOLITAN AREA. THE FIRST OF THESE INVOLVES PROVIDING ANNUAL FINANCIAL SUPPORT TO 100 HIGH-PERFORMING HEALTH AND HUMAN SERVICE NONPROFITS, UNDER OUR IMPACT 100 GRANTMAKING INITIATIVE. WE INVEST IN ORGANIZATIONS ADVANCING THE HEALTH, EDUCATIONAL, AND ECONOMIC WELLBEING OF VULNERABLE POPLULATIONS IN THE KANSAS CITY METRO AREA. ORGANIZATONS ARE SCREENED BASED ON UNIFORM CRITERIA THAT ASSESS THE STRENGTH OF PROGRAMS' METHODOLOGY, CAPACITY, PARTICIPANT OUTCOMES AND FIT WITH UNITED WAY COMMUNITY IMPACT AGENDA. ORGANIZATIONS SELECTED FOR THE IMPACT 100 RECEIVE A ONE-YEAR, UNRESTRICTED GRANT IN SUPPORT OF THE ORGANIZATION'S MISSION. THROUGH A SECOND APPROACH, UNITED WAY ADMINISTERS A CAPACITY-BUILDING GRANT PROGRAM THAT SUPPORTS BIPOC-LED/SERVING NONPROFIT ORGANIZAITONS WITH SMALL- AND MEDIUM-SIZED BUDGETS. THE CATALYST FUND IS INTENDED TO REDUCE THE OPPORTUNITY GAP FACED BY ORGANIZAITONS FOUNDED BY AND SERVING PEOPLE OF COLOR, WHEN COMPARED TO OTHER NONPROFITS. BY INVESTING IN STRATEGIES THAT STRENGTHEN OPERATIONS, INCREASE FUNDRAISING CAPABILITIES, AND SUPPORT PROGRAM EXPASION, UNITED WAY HOPES TO ELEVATE THE ESSENTIAL WORK DONE IN COMMUNITY BY SMALLER, BIPOC-LED/SERVING ORGANIZATIONS. FORM 990, PART III, LINE 4B UNITED WAY 2-1-1 IS AN EASY-TO-REMEMBER CENTRAL PHONE NUMBER CONNECTING PEOPLE WITH AVAILABLE HEALTH AND HUMAN SERVICES AND VOLUNTEER OPPORTUNITIES. UNITED WAY 2-1-1 IS AVAILABLE 24/7/365 AND IS COMPLETELY FREE AND CONFIDENTIAL. TRAINED, PROFESSIONAL COMMUNITY RESOURCE NAVIGATORS WORK WITH CALLERS TO DETERMINE THE MOST APPROPRIATE REFERRAL(S), UTILIZING A COMPREHENSIVE RESOURCE DATABASE. UNITED WAY 2-1-1 PROVIDES LANGUAGE TRANSLATION CAPACITY IN 150 LANGUAGES. UNITED WAY OF GREATER KANSAS CITY 2-1-1 SERVES RESIDENTS OF 16 COUNTIES IN MISSOURI (ANDREW, BATES, BUCHANAN, CALDWELL, CASS, CLAY, CLINTON, DEKALB, HENRY, JACKSON, JOHNSON, LAFAYETTE, PETTIS, PLATTE, SALINE, RAY) AND 7 COUNTIES IN KANSAS (DONAPHAN, FRANKLIN, JOHNSON, LEAVENWORTH, LINN, MIAMI, WYANDOTTE). UNITED WAY 2-1-1 MAKES IT POSSIBLE FOR PEOPLE IN NEED OF INFORMATION OR SERVICES TO NAVIGATE THE COMPLEX AND FRAGMENTED HUMAN SERVICES DELIVERY SYSTEM. THE GOAL IS TO EMPOWER INDIVIDUALS TO BECOME THEIR OWN ADVOCATE AND FOSTER SELF-SUFFICIENCY. SHORT-TERM SUCCESS IS MEASURED BY THE UTILIZATION OF THE SERVICE AND ENGAGEMENT INDICATORS SUCH AS CALL VOLUME, NEEDS PRESENTED, AND UNMET NEEDS. IN ADDITION, FOLLOW-UP CALLS ARE CONDUCTED ON A TARGETED PERCENTAGE OF CALLS TO DETERMINE SATISFACTION WITH THE SERVICE, WHETHER THE CALLER RECEIVED ASSISTANCE AS A RESULT OF THE REFERRAL(S), AND HOW THE CALLER HEARD OF UNITED WAY 211. LAST YEAR, 211 RESPONDED TO MORE THAN 120,000 REQUESTS FOR ASSISTANCE. FORM 990, PART III, LINE 4C UNITED WAY PLAYS AN IMPORTANT HUMAN SERVICE ECOYSTEM ROLE BY ADDRESSESING THE ECONOMIC EFFECTS OF POVERTY AND RACIAL & ETHNIC DISPARITIES THORUGH THE ADMINISTRATION OF DIRECT FINANCIAL ASSISTANCE THROUGH A RANGE OF COLLABORATIVE INTERVENTIONS. SUMMARIZED BELOW ARE KEY EXAMPLES OF THIS WORK IN THE KANSAS CITY REGION. EVICTION PREVENTION FUND - UNITED WAY OF GREATER KANSAS CITY SERVES AS PARTNER TO VARIOUS CITY AND COUNTY GOVERNMENTS THROUGHOUT THE KANSAS CITY METROPOLITAN REGION IN THE DEPLOYMENT OF FINANCIAL ASSISTANCE, PAIRED WITH LEGAL DEFENSE PROVIDED BY NONPROFIT LEGAL SERVICE PROVIDERS, AIMED AT PREVENTING EVICTION. OVER THE PAST THREE YEARS, THIS WORK HAS INVOLVED THE BRAIDING OF FEDERAL COVID RELIEF FUNDS, PHILANTHROPIC FUNDS, AND STATE GRANTS. IN 2023, MORE THAN 1,000 HOUSEHOLDS AVOIDED EVICTION THROUGH THIS INITIATIVE. UTILITY ASSISTANCE FUND - UNITED WAY HAS A LONGSTATNDING PARTNERSHIP WITH THE BOARD OF PUBLIC UTILIES IN KANSAS CITY, KANSAS, THROUGH WHICH THOUSANDS OF LOW-INCOME HOUSEHOLDS RECEIVE FINANCIAL ASSISTANCE AIMED AT PREVENTING THE LOSS OF UTILITY SERVICE-A KEY RISK FACTOR IN HOMELESSNESS. FAMILY EMPOWERMENT INITIATIVE - THROUGH THIS INITIATIVE, UNITED WAY OF GREATER KANSAS CITY AND THE SEIMER INSTITUTE FOR FAMILY STABILITY WITH THE SUPPORT OF SIX PARTNER COMMUNITY AGENCIES IS SERVING OVER 200 FAMILIES STRUGGLING WITH HOUSING INSTABILITY. WITH TARGETTED CASE MANAGEMENT AND DIRECT CLIENT ASSISTANCE, FAMILES ARE ABLE TO RESOLVE FINANCIAL AND HOUSING STABILITY ISSUES THAT MIGHT OTHERWISE PUSH THEM TO THE BRINK OF HOUSELESSNESS. FORM 990, PART VI, SECTION B, LINE 11B INITIAL COMPILATION OF THE INFORMATION FOR THE RETURN IS COMPLETED BY THE VICE PRESIDENT OF FINANCE FOR TRANSMISSION TO THE ACCOUNTING FIRM FOR PREPARATION. THE DRAFT RETURN IS REVIEWED BY THE CHIEF OPERATING OFFICER AND VICE PRESIDENT OF FINANCE, AND THEN PROVIDED TO THE AUDIT COMMITTEE AND BOARD OF TRUSTEES PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE STATEMENTS INCLUDE CONFLICT OF INTERESTS, BOTH WITH UNITED WAY AND ALSO BETWEEN BOARD MEMBERS, AND IS COMPLETED BY BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES. THE AUDIT COMMITTEE IS CHARGED WITH REVIEWING THE CONFLICT OF INTEREST STATEMENTS AND DETERMINING IF THE CONFLICTS ARE MATERIAL AND WOULD IMPACT THE DECISION-MAKING AUTHORITY OF ANY BOARD MEMBER OR KEY EMPLOYEE. THOSE MEMBERS HAVING CONFLICTS WITH UNITED WAY ARE NOT ALLOWED TO VOTE ON ANY ISSUES WITH REGARDS TO THEIR CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A IN SPRING 2021, THE CEO SELECTION COMMITTEE REVIEWED SALARY DATA FROM OTHER UNITED WAY ORGANIZATIONS OF SIMILAR SIZE, THE RECENTLY RETIRED CEO SALARY, AND OBTAINED SALARY RECOMMENDATIONS FROM THE EXTERNAL FIRM WHO CONDUCTED THE CEO SEARCH TO DETERMINE THE APPROPRIATE LEVEL OF COMPENSATION FOR THE CEO. BOARD OF TRUSTEES APPROVES ANNUAL SALARY CHANGES FOR CEO. FORM 990, PART VI, SECTION B, LINE 15B THE CEO APPROVES COMPENSATION FOR ALL OTHER OFFICERS, INCLUDING EXECUTIVES. THE BOARD OF TRUSTEES APPROVES THE OVERALL BUDGET. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE FORM 990 AND THE ORGANIZATION'S ANNUAL AUDIT ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9 CHANGE IN BENEFICIAL INTEREST IN TRUST ($8,966)