2024-06-17T11:57:45-05:00 2023-12-31 351178661 BLUE & CO LLC 813 WEST SECOND STREET SEYMOUR IN 47274 990 2023-01-01 351313090 MONROE COUNTY UNITED MINISTRIES INC MONR 8123393429 827 WEST 14TH COURT BLOOMINGTON IN 47404 JULIE BEASLEY OFFICER 8123393429 2024-06-10 1 JULIE BEASLEY 999009999 1 KANDY L WISCHMEIER CPA P00118327 8125228416 2024-06-10 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z JULIE BEASLEY 827 WEST 14TH COURT BLOOMINGTON IN 47404 2036356 0 X WWW.MCUM.ORG X 1971 IN MONROE COUNTY UNITED MINISTRIES CREATES LASTING SOLUTIONS TO ECONOMIC, EDUCATIONAL, AND SOCIAL INJUSTICE THROUGH QUALITY PROGRAMS, COLLABORATION, AND INNOVATION. 14 14 42 95 0 0 472087 629469 1580974 1138604 -30164 31205 16318 4780 2039215 1804058 37310 27541 0 0 1107058 1288452 0 0 131164 489435 476520 1633803 1792513 405412 11545 2769488 2905511 121619 120559 2647869 2784952 X MONROE COUNTY UNITED MINISTRIES CREATES LASTING SOLUTIONS TO ECONOMIC, EDUCATIONAL, AND SOCIAL INJUSTICE THROUGH QUALITY PROGRAMS, COLLABORATION, AND INNOVATION. 0 0 1225826 1136763 COMPASS EARLY LEARNING CENTER COMPASS SERVED 136 HOUSEHOLDS IN 2023. COMPASS INCREASED CAPACITY WITH A 26% PROGRAM BUDGET INCREASE FROM 2023 TO 2024. THIS INCLUDES BUILDING AND FILLING A NEW CLASSROOM. COMPASS ACHIEVED ACCREDITATION THROUGH THE NATIONAL ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN. COMPASS SCORED 95.02% (NATIONAL AVERAGE IS 86%; SCORE NEEDED IS 80%). COMPASS ALSO ACHIEVED LEVEL 4 (HIGHEST POSSIBLE) RATING IN THE PATHS TO QUALITY VOLUNTARY ASSESSMENT PROGRAM. THE LEVELS ARE AS FOLLOWS: HEALTH & SAFETY (LEVEL 1), LEARNING ENVIRONMENTS (LEVEL 2), CURRICULUM (LEVEL 3), ACCREDITATION (LEVEL 4). 244567 27541 6621 EMERGENCY FOOD, CLOTHING AND LIMITED FINANCIAL AID - EMERGENCY SERVICES.TOTAL HOUSEHOLDS SERVED IN 2023 WAS APPROXIMATELY 1,650. THIS INCLUDES 1,557 BY THE PANTRY, 15 FROM YOUR PATH AND AROUND 60 FROM OTHERS. MCUM'S SELF-SUFFICIENCY CENTER INVESTED A TOTAL OF $31,775.13 DIRECTLY INTO ECONOMIC MOBILITY. THIS INCLUDES $2,703.96 IN MICROLOANS, $14,736.55 INTO EARLY LEARNING TUITION SCHOLARSHIPS, $1,557.70 IN 72 HOURS OF YOUR PATH COACHING TO 12 CLIENTS, $5,200 CLIENT ENGAGEMENT (OUTREACH EVENT) FUNDS ROTARY ($2,200), UNION SAVINGS BANK ($3,000); 5 MEET & EAT EVENTS, 9 COMPASS FAMILY EVENTS, $576.92 IN STAFF TIME ADMINISTERING THE INDIVIDUAL DEVELOPMENT ACCOUNT PROGRAM (CLIENT SAVINGS OF $19,299.23 COLLECTIVELY), $2,000 EMPATH MEMBERSHIP, AND $5,000 IN OPPORTUNITY FUNDING: TRANSPORTATION, HOME REPAIRS, PREDATORY DEBT. 1470393 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 42 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X THE ORGANIZATION 8123393429 827 WEST 14TH COURT BLOOMINGTON IN 47404 KATIE BROADFOOT EXECUTIVE DIRECTOR 40.00 X X 67738 0 2880 BRYAN HANE DIRECTOR 1.00 X 0 0 0 RYAN HEEB DIRECTOR 1.00 X 0 0 0 SHERENE ING DIRECTOR 1.00 X 0 0 0 ALEX LAMB DIRECTOR 1.00 X 0 0 0 JESSICA MERKEL DIRECTOR 1.00 X 0 0 0 THOMAS SCHWANDT DIRECTOR 1.00 X 0 0 0 JOEL SCHNEIDER DIRECTOR 1.00 X 0 0 0 LINDA SMITH DIRECTOR 1.00 X 0 0 0 BRIT MORELAND DIRECTOR 1.00 X 0 0 0 KRISTIN MARTINDALE DIRECTOR 1.00 X 0 0 0 LESLEY LEVIN CHAIR 1.00 X X 0 0 0 JULIE BEASLEY CHAIR ELECT 1.00 X X 0 0 0 WENDY VANDERZEE SECRETARY 1.00 X X 0 0 0 LORI BLACKWELL TREASURER 1.00 X X 0 0 0 67738 0 2880 0 0 0 0 0 15484 613985 629469 CHILDCARE VOUCHERS 624410 511392 511392 GOVERNMENT GRANTS 624410 431946 431946 FEES 624410 195266 195266 1138604 22430 22430 241073 232298 8775 8775 8775 MISCELLANEOUS 624410 4780 4780 4780 1804058 1143384 0 31205 27541 27541 70618 58965 6355 5298 1069324 893545 95238 80541 148510 121784 16617 10109 26742 22283 4459 6446 6446 6442 5332 1110 8785 2834 4641 1310 34647 31105 1372 2170 3430 1806 463 1161 12996 5089 1997 5910 130392 97889 25895 6608 24068 16886 6201 981 REPAIRS & MAINTENANCE 101811 89205 7985 4621 FOOD, PAPER, AND CRAFTS 83350 83350 MISCELLANEOUS 15451 13440 1909 102 CARES EXPENSES 14721 14721 7239 455 6784 1792513 1470393 190956 131164 46128 52248 525532 282508 86586 298170 10404 11632 3031236 1984671 1020807 1046565 742516 844594 337515 369794 2769488 2905511 121619 120559 121619 120559 X 2304945 2241588 342924 543364 2647869 2784952 2769488 2905511 X 11545 81482 44056 X X 0 1 X 1 0 X 427419 845870 822046 472087 629469 3196891 427419 845870 822046 472087 629469 3196891 182992 3013899 9859 3769 3983 12920 22430 52961 10550 5728 12971 16318 4780 50347 3300199 5386313 0.91320 0.92750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1080031 146134 11777 1214388 829894 410000 -149175 10688 1080031 468375 300000 71495 9976 829894 527671 40520 99816 468375 756869 114474 343672 527671 0.78000 0.22000 1 0 10000 10000 2534013 1587785 946228 16511 16511 0 470712 380375 90337 1046565 MCUM FUND-COMMUNITY FOUNDATION 369794 369794 X 1923150 81482 44056 125538 1797612 6446 6446 1804058 1786067 0 1786067 6446 6446 1792513 PART V, LINE 4: THE ORGANIZATIONS ENDOWMENT CONSISTS OF TWO DONOR RESTRICTED FUNDS AND ONE BOARD DESIGNATED FUND. ALL THREE FUNDS HAVE BEEN ESTABLISHED TO SUPPORT GENERAL OPERATIONS PART X, LINE 2: MCUM IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION OTHER THAN A PRIVATE FOUNDATION, AND IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. AS SUCH, MCUM IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, MCUM IS REQUIRED TO FILE FEDERAL FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX WHICH IS AN INFORMATIONAL RETURN ONLY. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY MCUM AND RECOGNIZE A TAX LIABILITY IF THE MCUM HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY MCUM, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. MCUM IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 44,056. 1 ASSISTANCE WITH RENT/MORTGAGE AND/OR UTILITIES TO LOW-INCOME RESIDENTS 136 27541 PART I, LINE 2: GRANT FUNDS AND ANY OTHER RESTRICTED GIFTS FOR ASSISTANCE ARE TRACKED USING METHODS REQUIRED BY THE EMERGENCY FOOD AND SHELTER PROGRAM UNDER THE AUSPICES OF FEMA. FUNDS MAY ONLY BE DISTRIBUTED TO VENDORS THAT SUPPLY A UTILITY OR RENT/MORTGAGE ON BEHALF OF A SPECIFIC CLIENT. CLIENTS MUST MEET CERTAIN ELIGIBILITY CRITERIA. VENDOR MUST AGREE TO CONTINUE HOUSING OR UTILITIES FOR THE 30 DAY PERIOD AFTER ACCEPTING FUNDS. AT END OF GRANT YEAR, FINAL REPORTS ARE SUBMITTED AND DOCUMENTATION PREPARED IN CASE OUR AGENCY IS SELECTED FOR AUDIT. DOCUMENTATION IS RETAINED FOR SEVEN YEARS AFTER THE ENDING YEAR OF THE GRANT CYCLE. THE LOCAL EFSP BOARD MAY STOP BY IN MID-YEAR TO REVIEW THE PROCESS AND PROCEDURES FOR ADMINISTRATION OF THE GRANT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE GIVEN TO THE FINANCE COMMITTEE FOR REVIEW WHO WILL MAKE PRESENTATION TO THE FULL BOARD AT THE SUBSEQUENT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY - BOARD MEMBERS MUST COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE EACH YEAR AND SUBMIT IT TO THE ORGANIZATION. THE QUESTIONNAIRE WOULD DISCLOSE ANY CONFLICTS THAT MAY EXIST WHICH THEN COULD BE EXPLORED TO DETERMINE THE EXTENT OF THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 STAFF COMPENSATION - APPROXIMATELY EVERY FOUR YEARS A SYSTEMATIC REVIEW OF SALARIES FOR ALL EMPLOYEES IS CONDUCTED. COMPARISONS TO LOCAL, REGIONAL AND NATIONAL NORMS IS SOUGHT. EVERY ATTEMPT IS MADE TO KEEP MCUM SALARIES IN STEP WITH ITS CONTEMPORARIES SO AS TO REMAIN COMPETITIVE IN ITS SEARCH FOR QUALIFIED EMPLOYEES. THUS FAR, WE HAVE BEEN SUCCESSFUL IN MEETING LOCAL AND REGIONAL NORMS FOR ALL POSITIONS EXCEPT THE EXECUTIVE DIRECTOR, WHICH SLIGHTLY LAGS BEHIND THE NORM. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S BOARD LISTS, 990S, GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND SIMILAR PUBLIC RECORDS ARE AVAILABLE UPON REQUEST TO THE PUBLIC. THERE IS A NOMINAL CHARGE TO MAKE COPIES (LESS THAN THE ALLOWED RATE). FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 44,056. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND FOR SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.