2025-11-17T13:08:11-05:00 2024-12-31 431909489 ANCHOR POINT ADVISORY GROUP 2700 MATTHEW DR SEDALIA MO 65301 990 2024-01-01 430827538 SEDALIA-PETTIS COUNTY UNITED WAY SEDA 6608262980 501 E 17TH ST SEDALIA MO 65301 TONJA HASCALL VICE PRESIDENT 6608262980 2025-11-17 true true JENNIFER WEISEL CPA P00947614 6608274990 2025-11-17 2024 2025-03-06 01:10:19Z TONJA HASCALL 501 E 17TH ST SEDALIA MO 65301 236963 false X WWW.SPCUW.ORG X 1965 MO THE MISSION OF THE SEDALIA-PETTIS COUNTY UNITED WAY IS TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER AND TO CONDUCT ANNUAL FUND-RAISING CAMPAIGNS TO RAISE MONEY FOR OTHER CHARITABLE ORGANIZATIONS LOCATED WITHIN THE SEDALIA-PETTIS COUNTY, MISSOURI AREA. 13 13 1 1752 0 344425 224358 0 11184 10987 142 1618 355751 236963 172598 221436 0 79119 80116 0 27188 113224 96495 364941 398047 -9190 -161084 647546 575450 187614 249833 459932 325617 X THE MISSION OF THE SEDALIA-PETTIS COUNTY UNITED WAY IS TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER AND TO CONDUCT ANNUAL FUND-RAISING CAMPAIGNS TO RAISE MONEY FOR OTHER CHARITABLE ORGANIZATIONS LOCATED WITHIN THE SEDALIA-PETTIS COUNTY, MISSOURI AREA. false false 280856 221436 UNITED WAY ENGAGES PEOPLE IN GIVING BACK TO THEIR COMMUNITY TO ADVANCE THE COMMON GOOD. BY BRINGING PEOPLE TOGETHER WHO HAVE PASSION, EXPERTISE, AND RESOURCES, THE UNITED WAY ACHEIVES A FAR GREATER RESULT THAN ANY ONE GROUP COULD ACHEIVE ON THEIR OWN. VOLUNTEERS FROM THE COMMUNITY LEAD THE ANNUAL CAMPAIGN WHICH KEEPS OVERHEAD COSTS LOW AND THE SYSTEM EFFICIENT. 280856 true true false false false false false false false true true false false false true false true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 2 1 1 true false false false false false false false false X 13 13 false false false false false false false true true false false false true true true true true true false false X ANCHOR POINT ADVISORY GROUP 6608274990 2700 MATTHEW DR SEDALIA MO 65301 RACHELLE SIMON EXECUTIVE DI 40.00 X 66875 0 8125 ANITA BERKBIGLER BOARD MEMBER 0.50 X 0 0 0 KIM BIRDSONG PRESIDENT 1.00 X X 0 0 0 TONJA HASCALL VICE PRESIDE 1.00 X X 0 0 0 TEHYA HUFFMAN BOARD MEMBER 0.50 X 0 0 0 BILL IMHAUSER BOARD MEMBER 0.50 X 0 0 0 DAVID JACOBSMEIER BOARD MEMBER 0.50 X 0 0 0 CHAD JAMERSON BOARD MEMBER 0.50 X 0 0 0 REBECCA MANKIN SECRETARY 1.00 X X 0 0 0 HALEIGH MULLINS TREASURER 1.00 X X 0 0 0 GARRELL PIERCE BOARD MEMBER 0.50 X 0 0 0 AUTUMN PORTER BOARD MEMBER 0.50 X 0 0 0 KIRSTIN SOPKO BOARD MEMBER 0.50 X 0 0 0 CHRIS SQUIRES BOARD MEMBER 0.50 X 0 0 0 66875 8125 false false false 224358 7332 224358 10606 10606 381 381 381 381 OTHER REVENUE 1618 1618 1618 236963 1999 10606 221436 221436 75000 11250 39000 24750 5116 768 2660 1688 26080 26080 2281 2281 1600 1600 2771 2771 1076 1076 8850 8850 OTHER PROGRAMS 42041 42041 IN KIND EXPENSES 7332 5361 1221 750 DUES & SUBSCRIPTIONS 3899 3899 BANK CHARGES 565 565 398047 280856 90003 27188 252997 158837 285530 316703 109019 99910 2605 2605 647546 575450 240 778 187374 242005 7050 187614 249833 X 441987 296450 17945 29167 459932 325617 647546 575450 -161084 26769 X false true X true false X 363534 214011 140500 344425 224358 1286828 363534 214011 140500 344425 224358 1286828 18650 1268178 21836 7475 8836 10606 48753 1335581 3292 0.94950 0.96230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 285530 100 33354 2281 316703 251772 37127 3369 285530 292745 -37875 3098 251772 259696 36086 3037 292745 239295 22692 2291 259696 1.00000 true false 2605 2605 UNEARNED REVENUE 6900 PAYROLL TAXES PAYABLE 150 7050 261450 26768 26768 234682 2281 2281 236963 395766 395766 2281 2281 398047 SCHEDULE D, PAGE 4, PART XIII PART V, LINE 4 - INTENDED USES FOR ENDOWMENT FUNDS: THE BOARD OF DIRECTORS APPROVED A RESOLUTION TO ESTABLISH THE OREAR ENDOWMENT FUND (A QUASI-ENDOWMENT FUND) TO SUPPORT THE GENERAL PURPOSES OF THE ORGANIZATION. CONTRIBUTIONS TO THE FUND ARE UNRESTRICTED AND DISTRIBUTABLE. THERE WERE NO FUNDS DISTRIBUTED IN THE CURRENT YEAR OTHER THAN THOSE FUNDS NEEDED TO PAY FOR INVESTMENT FEES TO THE CUSTODIAN OF THE ENDOWMENT. ENDOWMENT FUND ASSETS ARE HELD IN CUSTODY WITH THE COMMUNITY FOUNDATION OF THE OZARKS (CFO), A CHARITABLE PUBLIC FOUNDATION (501(C)(3)) SERVING THE OZARKS REGION OF MISSOURI. true BOYS & GIRLS CLUB 501(C) 22320 GENERAL ASSISTANCE CHILDRENS MERCY HOSPITAL 501(C) 24000 GENERAL ASSISTANCE SALVATION ARMY 501(C) 18000 GENERAL ASSISTANCE SEDALIA SENIOR CENTER 501(C) 22760 GENERAL ASSISTANCE ASSOC FOR PERSONS WITH DISABILITIES 501(C) 5005 GENERAL ASSISTANCE BLIND OF CENTRAL MISSOURI INC 501(C) 7140 GENERAL ASSISTANCE BOY SCOUTS GREAT RIVERS COUNCIL 501(C) 5500 GENERAL ASSISTANCE CACTUS 501(C) 6500 GENERAL ASSISTANCE CENTER FOR HUMAN SERVICES INC 501(C) 23600 GENERAL ASSISTANCE GIRL SCOUTS OF MISSOURI HEARTLAND 501(C) 6925 GENERAL ASSISTANCE CHILD SAFE OF CENTRAL MISSOURI INC 501(C) 14098 GENERAL ASSISTANCE SHOW-ME CHRISTIAN YOUTH HOME 501(C) 6305 GENERAL ASSISTANCE NEW LIFE COMMUNITY IMPACT CENTER 501(C) 14160 GENERAL ASSISTANCE OPEN DOOR SERVICE CENTER INC 501(C) 24000 GENERAL ASSISTANCE RETRIEVING FREEDOM INC 501(C) 17033 GENERAL ASSISTANCE FORM 990 - ORGANIZATION'S MISSION THE MISSION OF THE SEDALIA-PETTIS COUNTY UNITED WAY IS TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER AND TO CONDUCT ANNUAL FUND-RAISING CAMPAIGNS TO RAISE MONEY FOR OTHER CHARITABLE ORGANIZATIONS LOCATED WITHIN THE SEDALIA-PETTIS COUNTY, MISSOURI AREA. FORM 990, PAGE 6, PART VI, LINE 11B PRIOR TO THE FILING OF FORM 990, THE EXECUTIVE DIRECTOR AND THE BOARD OF DIRECTORS REVIEW THE RETURN FOR COMPLETENESS AND ACCURACY. FORM 990, PAGE 6, PART VI, LINE 12C THE DUTIES OF THE BOARD OF DIRECTORS SHALL BE: 1. TO MANAGE THE AFFAIRS OF THIS ORGANIZATION BETWEEN MEETINGS OF THE MEMBERS. 2. TO ADOPT SUCH POLICIES AND PROCEDURES FOR THE OPERATION OF THIS ORGANIZATION AS MAY BE CONSISTENT WITH THE BY-LAWS AND DESIGNED TO CARRY OUT THE PURPOSES OF THIS ORGANIZATION. 3. TO APPOINT SUCH COMMITTEES AS IT MAY DEEM NECESSARY TO CARRY OUT THE PURPOSES OF THIS ORGANIZATION. 4. TO ARRANGE FOR THE RAISING OF FUNDS. 5. TO CONTROL THE DISTRIBUTION OF FUNDS COLLECTED. 6. TO EMPLOY SUCH PERSONS AS IT MAY DEEM NECESSARY FOR THE SUCCESSFUL PERFORMANCE OF THE PURPOSES OF THIS ORGANIZATION. IN ADDITION, THE BOARD OF DIRECTORS MAY EMPLOY AN EXECUTIVE DIRECTOR, WHO, UNDER THE AUTHORITY OF THE BOARD OF DIRECTORS, SHALL BE RESPONSIBLE FOR THE GENERAL DIRECTION OF THE POLICIES LAID DOWN BY THE BOARD. THE EXECUTIVE DIRECTOR SHALL NOT BE A MEMBER OF THE BOARD OF DIRECTORS. HE/SHE SHALL PROVIDE A BOND WITH APPROVED SURETY FOR THE FAITHFUL PERFORMANCE OF DUTIES. THE COST OF THE BOND SHALL BE PAID BY THE ORGANIZATION. 7. TO GIVE AT LEAST ONCE A YEAR A FULL AND COMPLETE REPORT OF ITS ACTIVITIES AT A MEETING OF THE MEMBERS OF THE ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE COMMITTEE, WHICH CONSISTS OF THE OFFICERS OF THE ORGANIZATION AND STANDING COMMITTEE CHAIRS, HAVE THE AUTHORITY TO MAKE RULES AND REGULATIONS FOR THE CONDUCT OF THE ORGANIZATION AND REPORTS TO THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE EVALUATES THE PERFORMANCE OF THE EXECUTIVE DIRECTOR ANNUALLY. THE EVALUATION IS WRITTEN AND REVIEWED WITH THE EXECUTIVE DIRECTOR WITHIN 30 DAYS AFTER THE END OF THE FISCAL YEAR. THE SALARIES PAID TO EMPLOYEES ARE RECOMMENDED TO THE BOARD FOR APPROVAL BY THE EXECUTIVE COMMITTEE. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES AVAILABLE THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 UPON REQUEST AT THE OFFICES LOCATED AT 501 E 17TH ST, SEDALIA, MO.