2023-04-07T16:06:11-05:00 2022-12-31 351178661 BLUE & CO LLC 813 WEST SECOND STREET SEYMOUR IN 47274 990 2022-01-01 351313090 MONROE COUNTY UNITED MINISTRIES INC MONR 8123393429 827 WEST 14TH COURT BLOOMINGTON IN 47404 JOEL SCHNEIDER CHAIR 8123393429 2023-04-04 1 JOEL SCHNEIDER 999009999 1 KANDY L WISCHMEIER CPA P00118327 8125228416 2023-04-04 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOEL SCHNEIDER 827 WEST 14TH COURT BLOOMINGTON IN 47404 2403078 0 X WWW.MCUM.ORG X 1971 IN MONROE COUNTY UNITED MINISTRIES CREATES LASTING SOLUTIONS TO ECONOMIC, EDUCATIONAL AND SOCIAL INJUSTICE IN OUR COMMUNITY THROUGH QUALITY SERVICES, COLLABORATION AND INNOVATION. 15 15 42 37 0 0 822046 472087 1172086 1580974 38271 -30164 12971 16318 2045374 2039215 31616 37310 0 0 1149428 1107058 0 0 113040 358139 489435 1539183 1633803 506191 405412 2455927 2769488 100510 121619 2355417 2647869 X MONROE COUNTY UNITED MINISTRIES CREATES LASTING SOLUTIONS TO ECONOMIC, EDUCATIONAL AND SOCIAL INJUSTICE IN OUR COMMUNITY THROUGH QUALITY SERVICES, COLLABORATION AND INNOVATION. 0 0 965613 1579832 TO OPERATE AT THE QUALITY AND WITH THE OUTCOMES AND IMPACT IT DOES, COMPASS EARLY LEARNING CENTER COSTS THE AGENCY ABOUT $23,800 PER WEEK AFTER THE CCDF AND ON MY WAY PRE-K REIMBURSEMENTS AND SLIDING SCALE FEES (AVERAGE OF $63 PER CHILD PER WEEK) HAVE BEEN PAID. AFTER FEE REIMBURSEMENTS, THE AVERAGE FUNDING GAP FOR THE TRUE COST OF CARE FOR ONE CHILD IS $3,410 PER YEAR, WHICH IS MADE UP WITH FUNDRAISING. WE PROVIDE MEALS (DAILY BREAKFAST, LUNCH, AND SNACK), FLU SHOTS (PLUS SHOTS FOR PARENTS, IF THEY WISH), PARENT RESOURCES AND WORKSHOPS, STAFFING, AND A LIFETIME OF LONG-TERM BENEFITS FOR ENROLLED FAMILIES. OUR FEE SCALE AND FUNDRAISING MODEL HELPS US TO KEEP COMPASS ACCESSIBLE AT NO OR LOW COST TO PARENTS WHO WOULD OTHERWISE HAVE TO CHOOSE BETWEEN QUALITY AND AFFORDABILITY, POTENTIALLY JEOPARDIZING THE REST OF THEIR CHILDREN'S LIVES SOCIALLY, ACADEMICALLY, AND ECONOMICALLY.WE HAVE MADE MORE DELIBERATE PROGRAMMATIC CHANGES DESIGNED TO FURTHER DIGNIFY CLIENTS IN THE SSC INCLUDING LOWERING BARRIERS TO ACCESS BASIC NEEDS ASSISTANCE AND THE ADDITION OF ONLINE ORDERING AND DELIVERY SERVICES FOR OUR FOOD PANTRY. COMBINED WITH THE PANDEMIC, THE EXPANDED PROGRAM OFFERINGS HAVE DRASTICALLY INCREASED THE DEMAND FOR MCUM'S SERVICES. WITH 24% OF ALL FAMILIES LIVING IN POVERTY, MONROE COUNTY HAS THE HIGHEST POVERTY RATE IN INDIANA. THIS REPRESENTS 34,191 PEOPLE IN OUR COMMUNITY WHO STRUGGLE DAILY TO MAKE ENDS MEET. MCUM'S SELF-SUFFICIENCY CENTER PROVIDED RELIEF TO MORE THAN 4,000 SUCH FAMILIES IN 2018 AN INCREASE OF ABOUT 3,000 SINCE OUR LAST ALLOCATIONS CYCLE. MCUM'S SERVICES ARE EXHAUSTIVE, INTERVENTION- AND PREVENTION-FOCUSED, AND CLIENT-DRIVEN; CLIENTS MAY REQUEST ACCESS TO ANY NUMBER OF THESE CRITICAL RESOURCES DURING THEIR MEETINGS WITH THEIR COACH, ENCOURAGING THEM TO DETERMINE (WITH AS MUCH GUIDANCE AS THEY CHOOSE) THE BLEND OF RESOURCES THAT BEST ADDRESSES THEIR CIRCUMSTANCES. MEETING CLIENTS WHERE THEY ARE AND NOT WHERE WE DETERMINE THEY SHOULD BE CULTIVATES EMPOWERMENT, CONFIDENCE, AND GROWTH: THESE ARE CORE TENANTS OF MCUM'S SELF-SUFFICIENCY CENTER. FOR A FAMILY OF THREE, BASIC NEEDS ASSISTANCE FOR ONE YEAR COSTS AN AVERAGE OF $228 FOR A FAMILY OF THREE AND THE PROVISION OF SERVICES TO YOUR PATH CLIENTS COSTS $3,705. OUR AGENCY'S GROWTH (IN BOTH OF OUR PROGRAMS) SINCE OUR LAST ALLOCATIONS APPLICATION IS A TESTAMENT TO THE QUALITY OF THE SERVICES WE OFFER, BUT ALSO EXPOSES THE SOBERING REALITY THAT TOO MANY FAMILIES IN OUR COMMUNITY ARE IN DISTRESS, AND TOO FEW AGENCIES ARE EMPOWERING THEM TO ACHIEVE SELF-SUFFICIENCY. 192754 37310 17460 EMERGENCY FOOD, CLOTHING AND LIMITED FINANCIAL AID - EMERGENCY SERVICES.MCUM PROVIDED FINANCIAL ASSISTANCE, DIRECTLY FROM GRANT FUNDING, TO 79 HOUSEHOLDS CONSISTING OF 187 TOTAL INDIVIDUALS. AS BOTH OF OUR PROGRAMS ARE LARGELY GRANT-FUNDED, ALL CLIENTS OF MCUM AND COMPASS EARLY LEARNING CENTER COULD LIKELY BE CONSIDERED GRANT RECIPIENTS. THEREFORE, MCUM ALSO PROVIDED CARE TO 120 TOTAL CHILDREN (WITH 104 TOTAL ENROLLING PARENTS/GUARDIANS), SELF-SUFFICIENCY COACHING THROUGH OUR YOUR PATH PROGRAM FOR 7 FAMILIES, INCLUDING MANAGING 11 INDIVIDUAL DEVELOPMENT ACCOUNTS, AND FOOD FOR 10,495 INDIVIDUALS IN 2021. 1158367 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 5 0 1 42 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 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 52160 0 7177 JOEL SCHNEIDER CHAIR 1.00 X X 0 0 0 DENISE LESSOW CHAIR ELECT 1.00 X X 0 0 0 DON SHELTON SECRETARY 1.00 X X 0 0 0 TOM GARDNER TREASURER 1.00 X X 0 0 0 JULIE BEASLEY DIRECTOR 1.00 X 0 0 0 MARCIA BISHOP DIRECTOR 1.00 X 0 0 0 JACKIE HALL DIRECTOR 1.00 X 0 0 0 BRYAN HANE DIRECTOR 1.00 X 0 0 0 HELEN INGERSOLL DIRECTOR 1.00 X 0 0 0 JESSICA MERKEL DIRECTOR 1.00 X 0 0 0 JUDITH OLMSTEAD DIRECTOR 1.00 X 0 0 0 RACHAEL SCOTT DIRECTOR 1.00 X 0 0 0 SUSAN SIENA DIRECTOR 1.00 X 0 0 0 APRIL STILLWELL DIRECTOR 1.00 X 0 0 0 LORI GONZALEZ DIRECTOR 1.00 X 0 0 0 52160 0 7177 0 0 0 0 0 16393 455694 472087 GOVERNMENT GRANTS 624410 867000 867000 CHILDCARE VOUCHERS 624410 371045 371045 FEES 624410 342929 342929 1580974 12920 12920 320779 363863 -43084 -43084 -43084 MISCELLANEOUS 624410 16318 16318 16318 2039215 1597292 0 -30164 37310 37310 59337 44622 9508 5207 925040 702503 141120 81417 122681 85639 26499 10543 25189 21897 3292 5807 5807 18801 14274 1500 3027 8499 2221 5858 420 37278 34089 1382 1807 383 259 124 24937 15117 9820 108105 108105 20220 77 20143 REPAIRS & MAINTENANCE 119347 107546 7050 4751 FOOD, PAPER, AND CRAFTS 66245 66245 CARES EXPENSES 31227 28211 2831 185 MISCELLANEOUS 12072 8318 3680 74 11325 6129 2879 2317 1633803 1158367 362396 113040 149206 46128 496407 525532 49699 86586 8571 10404 2886067 1865260 922150 1020807 545953 742516 283941 337515 2455927 2769488 100510 121619 100510 121619 X 1925380 2304945 430037 342924 2355417 2647869 2455927 2769488 X 405412 -67222 -45738 X X 0 1 X 1 0 X 457688 427419 845870 822046 472087 3025110 457688 427419 845870 822046 472087 3025110 118438 2906672 12729 9859 3769 3983 12920 43260 20090 10550 5728 12971 16318 65657 3134027 5383115 0.92750 0.89390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 829894 410000 -149175 10688 1080031 468375 300000 71495 9976 829894 527671 40520 99816 468375 756869 114474 343672 527671 1041113 -49949 234295 756869 0.77000 0.23000 1 0 10000 10000 2442864 1497518 945346 16511 16511 0 416692 351231 65461 1020807 MCUM FUND-COMMUNITY FOUNDATION 337515 337515 X 1920448 -67222 -45738 -112960 2033408 5807 5807 2039215 1627996 0 1627996 5807 5807 1633803 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, 2022 AND 2021, 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 -45,738. 1 ASSISTANCE WITH RENT/MORTGAGE AND/OR UTILITIES TO LOW-INCOME RESIDENTS 144 37310 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 -45,738. 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.