2024-12-18T10:02:49-06:00 2024-06-30 991856619 GRANT THORNTON ADVISORS LLC 171 N CLARK ST STE 200 CHICAGO IL 60601 990 2023-07-01 300200478 UNITED WAY OF METROPOLITAN CHICAGO INC UNIT 3129062350 222 MERCHANDISE MART PLAZA 633 CHICAGO IL 60654 RONALD DENARD CFO 3129062350 2024-12-18 1 0 BRIDGET ROCHE P00666837 3128560200 2023 2024-10-15 13:58:12Z RONALD DENARD 222 MERCHANDISE MART PLAZA 633 CHICAGO IL 60654 51590903 0 X HTTPS://LIVEUNITEDCHICAGO.ORG/ X 2004 IL UNITED WAY OF METRO CHICAGO IMPROVES LIVES BY MOBILIZING CARING PEOPLE TO INVEST IN THE COMMUNITY WHERE THEIR RESOURCES ARE NEEDED MOST. 35 34 143 5977 0 0 45031180 46266278 498123 425037 1375198 1523087 85067 76173 46989568 48290575 36961980 32656224 0 0 9482633 11553128 0 60000 2810810 6552071 7503936 52996684 51773288 -6007116 -3482713 52932266 49451698 12571341 11411140 40360925 38040558 X UNITED WAY OF METROPOLITAN CHICAGO ("UNITED WAY") IMPROVES LIVES BY MOBILIZING CARING PEOPLE TO INVEST IN THE COMMUNITY WHERE THEIR RESOURCES ARE NEEDED MOST. 0 0 10514332 6713135 IMPACT GRANTS FOR MORE THAN 90 YEARS, UNITED WAY OF METRO CHICAGO ("UNITED WAY") HAS MOBILIZED CARING PEOPLE TO INVEST IN THE COMMUNITIES WHERE RESOURCES ARE NEEDED MOST. WE INVEST IN ORGANIZATIONS ACROSS THE REGION TO PROVIDE THE BUILDING BLOCKS TO STABILIZE HOUSEHOLDS AND ACHIEVE COMMUNITY-IDENTIFIED GOALS VIA ACCESS TO HEALTH CARE, STABLE HOUSING, SAFETY FROM ABUSE, ACCESS TO FOOD, EARLY LEARNING, WORKFORCE DEVELOPMENT, AND LEGAL ASSISTANCE. UNITED WAY'S LONG-TERM FOCUS IS ON REBUILDING NEIGHBORHOODS TO BE STRONGER AND MORE EQUITABLE. HOWEVER, THE ECONOMIC AND HEALTH IMPACTS OF COVID-19 AND ECONOMIC INFLATION (SEE SCHEDULE O)HAVE LEFT MANY MORE FAMILIES STRUGGLING TO MEET THEIR BASIC NEEDS, WITH FOOD AND HOUSING INSECURITY SKYROCKETING. WITH THIS IN MIND, WE WILL CONTINUE TO SUPPORT CRISIS SERVICES THAT STABILIZE FAMILIES ACROSS OUR REGION AND IMPROVE THE SYSTEMS THAT SERVE THEM.A DUAL APPROACH STRATEGY OF MEETING BASIC NEEDS AND TRANSFORMING NEIGHBORHOODS FROM THE INSIDE OUT WILL MOVE OUR COMMUNITIES FORWARD BY EMPHASIZING IMMEDIATE SUPPORT FOR THOSE IN CRISIS AND A LONG-TERM VISION TO BUILD A STRONGER, MORE EQUITABLE CHICAGO REGION. WE WILL FOCUS OUR IMPACT GRANTMAKING ON HIGH-QUALITY BASIC NEEDS SERVICES, INNOVATIVE MODELS THAT CAN TRANSFORM SYSTEMS AND SERVICE DELIVERY, AND COORDINATED, PLACE-BASED EFFORTS TO ACHIEVE OUR GOALS. MORE THAN $8 MILLION WAS INVESTED FROM JULY 1, 2023, TO JUNE 30, 2024, TO SUPPORT THE OUTLINED IMPACT GRANT STRATEGIES ACROSS THE CHICAGO REGION. JULY 1, 2023 - JUNE 30, 2024, INVESTMENTS / OUTCOMES UNITED WAY OF METRO CHICAGO ("UNITED WAY") AWARDED IMPACT GRANTS ACCORDING TO THE STRATEGIC FOCUS AREAS OUTLINED BELOW. UNITED WAY'S 2023-24 FUNDING SUPPORTED FOUR GRANT STRATEGIES: PLACE-BASED WRAPAROUND SERVICES, PLACE-BASED ISSUE-FOCUSED SERVICES, REGIONWIDE WRAPAROUND SERVICES, AND REGIONWIDE ISSUE-FOCUSED SERVICES. THESE GRANT STRATEGIES EACH EMPLOY DIFFERENT APPROACHES TO ACHIEVING UNITED WAY'S ULTIMATE GOALS OF STABILIZING LOW-INCOME FAMILIES IN CRISIS AND BUILDING STRONGER, MORE EQUITABLE COMMUNITIES. IN ALL UNITED WAY IMPACT GRANTS, WE ARE SEEKING TO ACHIEVE GOALS IN AT LEAST ONE OF OUR FOCUS AREAS: - BASIC NEEDS: THE FOCUS AREA INCLUDES PROVIDING SUPPORT FOR INDIVIDUALS AND FAMILIES TO HAVE ACCESS TO HEALTHCARE, HOUSING, SAFETY FROM ABUSE, FOOD ASSISTANCE, AND LEGAL ASSISTANCE SUPPORT. - EARLY LEARNING: PROVIDING SUPPORT SO THAT CHILDREN AND FAMILIES CAN BUILD A STRONG FOUNDATION FOR THE START OF SCHOOL. - WORKFORCE DEVELOPMENT: PREPARING INDIVIDUALS FOR SUCCESS AND LONG-TERM LIVING WAGE EMPLOYMENT OPPORTUNITIES. SOME OUTCOMES FOR JULY 1, 2023 - JUNE 30, 2024 - BASIC NEEDS (SAFETY NET) # ELIGIBLE TO EXIT PROGRAM: 20,755 # EXITING WITH PERMANENT STABLE DESTINATION: 16,224 OR 78.2%- BASIC NEEDS (HEALTH) # OF PARTICIPANTS IN BEHAVIORAL AND MENTAL HEALTH SESSIONS: 18,435 # IMPROVING: 11,006 OR 59.7%- EARLY CHILDHOOD # SCREENED: 617 # CHILDREN 0-5 IMPROVING ACROSS DOMAINS: 550 OR 89.1% - WORKFORCE DEVELOPMENT # BECOMING JOB READY: 4,388 # PLACE IN JOBS: 4,020 OR 91.6% 11313028 7223083 425037 NEIGHBORHOOD NETWORKS NEIGHBORHOOD NETWORKS ARE COALITIONS OF COMMUNITY LEADERS WHO LIVE, WORK, AND INTIMATELY KNOW THEIR COMMUNITIES' GREATEST CHALLENGES AND OPPORTUNITIES. UNITED WAY OF METRO CHICAGO WORKS ALONGSIDE OUR PARTNERS TO ADDRESS COMMUNITY PRIORITIES AND BUILD LOCAL INFRASTRUCTURE TO RESPOND TO THEIR NEIGHBORHOOD'S MOST PRESSING NEEDS. THEN, WE HELP SCALE THAT ACROSS THE REGION. WE ALSO CONNECT DONORS AND ORGANIZATIONS THAT WANT TO INVEST IN THE CHICAGO REGION WITH OPPORTUNITIES TO MAKE AN IMPACT. THROUGH THE NEIGHBORHOOD NETWORK INITIATIVE, UNITED WAY WORKS WITH HUNDREDS OF COMMUNITY PARTNERS IN 18 NEIGHBORHOODS (SEE SCHEDULE O) ACROSS THE CHICAGO REGION. THE GOAL IS TO BUILD MORE EQUITABLE COMMUNITIES THROUGH COMMUNITY-BASED AND RESIDENT-LED PROGRAMS. IN EACH NEIGHBORHOOD NETWORK, UNITED WAY DELIVERS FUNDING, RESOURCES, TECHNICAL ASSISTANCE, AND KNOWLEDGE TO BRING COMMUNITY-DRIVEN GOALS TO LIFE. DURING FY24, UNITED WAY OF METRO CHICAGO WORKED IN 18 NEIGHBORHOODS: AUBURN GRESHAM, AUSTIN, BLUE ISLAND/ROBBINS, BRIGHTON PARK, BRONZEVILLE, CHICAGO HEIGHTS/FORD HEIGHTS, CICERO, ELGIN, ENGLEWOOD, EVANSTON, FAR SOUTH, GARFIELD PARK, HARVEY, LITTLE VILLAGE, PARK FOREST/RICHTON PARK, SOUTH CHICAGO, SUMMIT, AND WEST CHICAGO. MORE THAN $7 MILLION WAS INVESTED TO SUPPORT THE NEIGHBORHOOD NETWORK INITIATIVE FROM JULY 1, 2023, TO JUNE 30, 2024. SOME MAJOR DEVELOPMENTS & OUTCOMES: - LATINOS PROGRESANDO AND THE LITTLE VILLAGE NEIGHBORHOOD NETWORK PARTNERS CELEBRATED THE OPENING OF THEIR NEW BUILDING TO WELCOME NEIGHBORS AND PROVIDE ESSENTIAL IMMIGRATION SERVICES.- ENLACE CHICAGO AND THE LITTLE VILLAGE NEIGHBORHOOD NETWORK CELEBRATED THE LAUNCH OF THE 2024 LITTLE VILLAGE-SOUTH LAWNDALE QUALITY OF LIFE PLAN.- A NEW NEIGHBORHOOD NETWORK WAS LAUNCHED IN SUMMIT, A SUBURBAN COMMUNITY, IN PARTNERSHIP WITH THE COOK COUNTY TRANSFORMING PLACES PROGRAM. - THE BRIGHTON PARK NEIGHBORHOOD NETWORK CELEBRATED THE GROUNDBREAKING OF THE BRIGHTON PARK NEIGHBORHOOD NETWORK SERVICE CENTER. 11930969 11930969 THE CRITICAL WORK OF UNITED WAY REQUIRES SIGNIFICANT RESOURCES. SUPPORT IS RAISED THROUGH A DIVERSIFIED REVENUE MODEL. UNITED WAY CONDUCTS WORKPLACE GIVING CAMPAIGNS, RECEIVES INDIVIDUAL AND MAJOR GIFTS, AND IS AWARDED GRANTS FROM PRIVATE FOUNDATIONS AND THE LOCAL, STATE, AND FEDERAL GOVERNMENT. STRATEGIC EFFORTS ARE IN PLACE TO FURTHER GROW SIGNIFICANT REVENUE FROM GRANTS AND INDIVIDUAL GIVING. OTHER PROGRAM SERVICE ACHIEVEMENTS INCLUDE DESIGNATIONS BY DONORS TO OTHER 501(C)(3) ORGANIZATIONS. 10633212 6789037 OTHER PROJECTS (UNEF, CATALYTIC INVESTMENTS, 211 METRO CHICAGO, ETC.)MORE THAN $9 MILLION WAS INVESTED TO SUPPORT THE ORGANIZATION'S SPECIAL INITIATIVES AND INVESTMENTS, INCLUDING THE UNITED NEIGHBORHOODS EQUITY FUND, CATALYTIC INVESTMENTS, AND 211 METRO CHICAGO DURING THE FY24 PERIOD OF JULY 1, 2023, TO JUNE 30, 2024. UNITED NEIGHBORHOODS EQUITY FUND THE UNITED NEIGHBORHOODS EQUITY FUND (UNEF) LAUNCHED IN THE FALL OF 2021 TO SUPPORT SMALL, LOCAL NONPROFIT ORGANIZATIONS SERVING THE SOUTH AND WEST SIDES OF THE CITY AND THE SOUTH SUBURBS. UNEF IS DESIGNED TO CONNECT GRANTEES TO NEW CAPACITY-BUILDING AND INVESTMENT OPPORTUNITIES THAT MEET THEIR NEEDS AND ADVANCE THEIR LONG-TERM GOALS. THE COHORT-BASED PROGRAM INCORPORATES THE FOLLOWING COMPONENTS: - FUNDING TWO-YEAR GENERAL OPERATING GRANT AWARD (UP TO $50,000 TOTAL)- COHORT LEADERS FROM UP TO 10 COMMUNITY-BASED ORGANIZATIONS (WITH BUDGETS OF <$1M) SERVING THE COMMUNITIES IDEALLY ALIGNED WITH THE UNITED WAY NEIGHBORHOOD NETWORK COALITIONS- CAPACITY BUILDING INDIVIDUAL AND GROUP CAPACITY-BUILDING CURRICULUM AIMED TO STRENGTHEN ORGANIZATIONAL INFRASTRUCTURE - RELATIONSHIP BUILDING CROSS-SECTOR RELATIONSHIP BUILDING THROUGH A PEER COHORT MODEL, CORPORATE SPOTLIGHT, AND NETWORKING WITH POTENTIAL FUNDERS AND INVESTORS INITIAL PROGRAM SUCCESSES: - LAUNCHED THIRD COHORT THAT INCLUDED NINE SMALL NONPROFITS IN FALL OR 2023- 80% OF GRANTEES IMPROVED THEIR POLICIES AND PROCEDURES, INCLUDING DEVELOPING HR MANUALS, ESTABLISHING FINANCE POLICIES, AND HIRING NEW STAFF. - 70% OF GRANTEES REPORT INCREASED AND IMPROVED FUNDRAISING, INCLUDING DEVELOPING FUNDRAISING PLANS, HOSTING FUNDRAISERS, APPLYING FOR AND RECEIVING ADDITIONAL GRANT FUNDS, AND ENGAGING INDIVIDUAL DONORS. 55% OF GRANTEES ENHANCED THEIR MARKETING AND OUTREACH, INCLUDING DESIGNING MORE TARGETED APPROACHES, EXPANDING SOCIAL MEDIA OUTREACH, AND ENGAGING WITH LOCAL MEDIA AND ADVERTISING. - 55% OF GRANTEES IMPROVED THEIR OPERATIONS, INCLUDING ADJUSTING BOARD OPERATIONS, UPDATING REPORTING STRUCTURES, ORGANIZING FINANCIAL DOCUMENTS, AND DEVELOPING LONG-TERM SUSTAINABILITY PLANS. CATALYTIC INVESTMENTS UNITED WAY OF METRO CHICAGO CREATED A CRITERIA FRAMEWORK TO ASSESS LARGE, CATALYTIC INVESTMENT OPPORTUNITIES IN NEIGHBORHOOD NETWORK COMMUNITIES. WHEN MAKING AN INVESTMENT DECISION, UNITED WAY CONSIDERS A PROJECT'S ALIGNMENT WITH A NEIGHBORHOOD NETWORK'S OVERARCHING GOALS, HOW PARTNERS AND COMMUNITY RESIDENTS WILL UTILIZE THE SPACE, THE RIPPLE EFFECT ON THE NEIGHBORHOOD, AND ITS LONG-TERM SUSTAINABILITY. CATALYTIC INVESTMENT DECISIONS CONSIDER THE PROJECT'S IMMEDIATE AND LONG-TERM IMPACTS ON THE COMMUNITY, RANGING FROM LOCAL HIRING DURING CONSTRUCTION TO PERMANENT JOBS, AND HOW SERVICES CAN SERVE AS A SPRINGBOARD FOR FAMILY STABILITY. CATALYTIC INVESTMENT IMPACTS: - IN AUBURN GRESHAM, UNITED WAY'S CATALYTIC INVESTMENT SUPPORTED THE AUBURN GRESHAM HEALTHY LIFESTYLE HUB AND CAMPUS EXPANSION. - IN THE AUSTIN COMMUNITY, UNITED WAY'S CATALYTIC INVESTMENT SUPPORTED THE OPENING OF THE BUILD COMMUNITY HUB AND THE GROUNDBREAKING FOR THE ASPIRE CENTER FOR WORKFORCE INNOVATION. - UNITED WAY INVESTED IN THE FUTURE BRIGHTON PARK NEIGHBORHOOD NETWORK SERVICE CENTER. - AN INVESTMENT SUPPORTED ONE LAWNDALE, AN INITIATIVE FOCUSED ON UNIFYING NORTH AND SOUTH LAWNDALE (LITTLE VILLAGE) THROUGH CULTURAL EVENTS AND OTHER PROGRAMMING. 211 METRO CHICAGO211 METRO CHICAGO LAUNCHED IN JANUARY 2023. IT IS A FREE 24/7/365 HEALTH AND SOCIAL SERVICES HELPLINE. COOK COUNTY RESIDENTS CAN CALL, TEXT, OR USE THE WEB CHAT WITH A COMPASSIONATE, LOCAL RESOURCE NAVIGATOR TO GET CONNECTED TO CRITICAL RESOURCES SUCH AS FOOD, HOUSING, AND UTILITY PAYMENT ASSISTANCE. DATA COLLECTED FROM THE 2-1-1 CONTACT CENTER HELPS INFORM COOK COUNTY RESIDENTS' GREATEST NEEDS. 211 METRO CHICAGO IMPACTS: - BY JUNE 2024, 211 METRO CHICAGO HAD MADE MORE THAN 200,000 REFERRALS TO ESSENTIAL HEALTH AND SOCIAL SERVICES ACROSS COOK COUNTY.- IN FY24, 211 METRO CHICAGO ASSUMED OPERATIONS FOR THE CITY OF CHICAGO'S HOMELESSNESS PREVENTION HOTLINE, SERVING AS THE CENTRAL INTAKE FOR AVAILABLE HOMELESSNESS PREVENTION FUNDING. THE HOTLINE PROVIDES INDIVIDUALS WITH RENT OR MORTGAGE ASSISTANCE FUNDS TO PREVENT EVICTION OR FORECLOSURE.- 211 METRO CHICAGO HELPED RESIDENTS NAVIGATE THE SEVERE FLOODING THAT STRUCK THE CITY IN JULY 2023 AND SUBURBAN COOK COUNTY IN SEPTEMBER 2023. AS A RESULT, 211 METRO CHICAGO NOW WORKS AS PART OF THE EMERGENCY MANAGEMENT TEAM IN SUBURBAN COOK COUNTY TO CONNECT INDIVIDUALS WITH ADDITIONAL RESOURCES. - IN AUGUST 2023, 211 METRO CHICAGO PARTNERED WITH VIVERY TO LEVERAGE ITS CHARITABLE FOOD DATA USING AN API INTEGRATION THAT ALLOWS THE ORGANIZATIONS' DATA SYSTEMS TO COMMUNICATE AND EXCHANGE DATA. 10633212 6789037 44391541 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 89 0 1 143 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 35 34 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 IL X X X RONALD DENARD 3129062312 222 MERCHANDISE MART PLAZA SUITE CHICAGO IL 60654 SEAN GARRETT PRESIDENT & CEO 37.50 1.00 X X 390498 0 24575 LINDA T COBERLY CHAIRPERSON 4.00 0.00 X X 0 0 0 TORRENCE HINTON VICE CHAIRPERSON (THRU 06/24) 1.00 0.00 X X 0 0 0 MANUEL FLORES TREASURER 1.00 0.00 X 0 0 0 DAVID BLOWERS CAMPAIGN CHAIR 2.00 0.00 X 0 0 0 DAVID R CASPER BOARD MEMBER (THRU 09/23) 1.00 0.00 X 0 0 0 KEVIN COLE BOARD MEMBER 1.00 0.00 X 0 0 0 WENDELL DALLAS BOARD MEMBER 1.00 0.00 X 0 0 0 JEFFREY DEVRON BOARD MEMBER 1.00 0.00 X 0 0 0 PAULETTE DODSON BOARD MEMBER 1.00 0.00 X 0 0 0 DEREK DOUGLAS BOARD MEMBER (AS OF 09/23) 1.00 0.00 X 0 0 0 KENNETH ESCOE BOARD MEMBER 1.00 0.00 X 0 0 0 CHERYL A FRANCIS BOARD MEMBER (THRU 06/24) 1.00 0.00 X 0 0 0 BRIDGET GAINER BOARD MEMBER 1.00 0.00 X 0 0 0 DARREL HACKETT BOARD MEMBER (AS OF 09/23) 1.00 0.00 X 0 0 0 HANNAH HAYES BOARD MEMBER 1.00 0.00 X 0 0 0 TRAVIS HUNTER BOARD MEMBER 1.00 0.00 X 0 0 0 LINDA I IMONTI BOARD MEMBER 1.00 0.00 X 0 0 0 REV LARRY L JACKSON BOARD MEMBER (THRU 06/24) 1.00 0.00 X 0 0 0 LISA N JOHNSON BOARD MEMBER 1.00 0.00 X 0 0 0 DARREN JONES BOARD MEMBER 1.00 0.00 X 0 0 0 CARINA MARKEL BOARD MEMBER 1.00 0.00 X 0 0 0 EDWARD MCGROGAN BOARD MEMBER 1.00 0.00 X 0 0 0 RANDY MEHRBERG BOARD MEMBER 1.00 0.00 X 0 0 0 EILEEN MITCHELL BOARD MEMBER 1.00 0.00 X 0 0 0 NEIL MURRAY BOARD MEMBER 1.00 0.00 X 0 0 0 KRISTIE PASKVAN BOARD MEMBER (THRU 06/24) 1.00 0.00 X 0 0 0 ALICIA PONCE BOARD MEMBER 1.00 0.00 X 0 0 0 MARK PRINDIVILLE BOARD MEMBER 1.00 0.00 X 0 0 0 ROBERT REITER BOARD MEMBER 1.00 0.00 X 0 0 0 MARK SKERJAN BOARD MEMBER 1.00 0.00 X 0 0 0 ROBERT A SULLIVAN BOARD MEMBER 1.00 0.00 X 0 0 0 SCOTT SWANSON BOARD MEMBER 1.00 0.00 X 0 0 0 JULIA MORSCH SZNEWAJS BOARD MEMBER 1.00 0.00 X 0 0 0 BROOKE THOMPSON BOARD MEMBER 1.00 0.00 X 0 0 0 WOLFE TONE BOARD MEMBER 1.00 0.00 X 0 0 0 RONALD DENARD CHIEF FINANCIAL OFFICER 37.50 1.00 X 272361 0 13455 KIMBERLEE GUENTHER CHIEF IMPACT OFFICER 37.50 1.00 X 206861 0 17059 KEVIN GRAAN ASSOCIATE VICE PRESIDENT, FINANCE 37.50 1.00 X 142054 0 18184 DEBORAH THORNTON EA/SECRETARY 37.50 0.00 X 99290 0 23250 CHRISTOPHER PRESTON CHIEF DEVELOPMENT OFFICER 37.50 0.00 X 283941 0 29847 TAMIYA AUREL VP HUMAN RESOURCES 37.50 0.00 X 181022 0 25692 ANNA LEE VICE PRESIDENT, STRATEGIC INITIATIVES 37.50 0.00 X 173805 0 32693 JACQUELYN GRIMES VICE PRESIDENT, MARKETING 37.50 0.00 X 161376 0 44182 JEFFREY GAWEL AVP, TECHNOLOGY STRATEGY 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0.84850 0.85620 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING - 2019 AMOUNT: $ 393,835. 2020 AMOUNT: $ 411,291. 2021 AMOUNT: $ 533,622. 2022 AMOUNT: $ 492,760. 2023 AMOUNT: $ 675,939. 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PART X, LINE 2: UWMC HAS RECEIVED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS") STATING THAT THEY ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986 AS AMENDED, EXCEPT FOR INCOME TAXES PERTAINING TO UNRELATED BUSINESS INCOME. ACCOUNTING GUIDANCE REQUIRES TAX EFFECTS FROM UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IF THE POSITION WAS TO BE CHALLENGED BY A TAXING AUTHORITY. MANAGEMENT HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN POSITIONS THAT REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS. ADDITIONALLY, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THESE CONSOLIDATED FINANCIAL STATEMENTS. THERE IS NO INTEREST OR PENALTIES RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. X X X X X X X 1 PJH & ASSOCIATES 205 W WACKER DR STE 1400 CHICAGO IL 60606 MANAGING STRONGER NEIGHBORHOOD AWARDS LUNCHEON 0 674921 60000 614921 674921 60000 614921 IL STRONGER NEIGHBORHOOD AWARDS 674921 644649 30272 14318 51186 131761 YLU BE UNITED BASH 7500 4400 3100 2126 209 8 642567 642567 0 400166 1324988 649049 675939 14318 53312 532136 599766 76173 1 A HOUSE IN AUSTIN NFP 533 N PINE AVE CHICAGO IL 60644 812684726 501(C)(3) 25144 0 PROGRAM SUPPORT A NEW AWAKENING NFP UN NUEVO DESPERTAR 2300 S MILLARD AVE CHICAGO IL 60623 474335665 501(C)(3) 25000 0 PROGRAM SUPPORT ACCESS COMMUNITY HEALTH NETWORK 600 W FULTON ST FL 2 CHICAGO IL 60661 363317058 501(C)(3) 79167 0 PROGRAM SUPPORT ACCESS LIVING OF METROPOLITAN CHICAGO 115 W CHICAGO AVE CHICAGO IL 60654 363310774 501(C)(3) 25000 0 PROGRAM SUPPORT ADA S MCKINLEY COMMUNITY SERVICES INC 1359 W WASHINGTON BLVD CHICAGO IL 60607 362144820 501(C)(3) 25271 0 PROGRAM SUPPORT ADLER PLANETARIUM 1300 SOUTH LAKESHORE DRIVE CHICAGO IL 60605 366210902 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363900116 501(C)(3) 35032 0 PROGRAM SUPPORT RESPOND NOW 253 E 159TH ST CHICAGO HEIGHTS IL 60411 237091808 501(C)(3) 60556 0 PROGRAM SUPPORT RESTORATION MINISTRIES INC 571 W JACKSON BLVD HARVEY IL 60426 363552070 501(C)(3) 290000 0 PROGRAM SUPPORT RUSH UNIVERSITY MEDICAL CENTER 1201 W HARRISON STREET SUITE 300 CHICAGO IL 606073319 362174823 501(C)(3) 547814 0 PROGRAM SUPPORT SACRED HEART SCHOOLS 6250 N SHERIDAN ROAD CHICAGO IL 60660 530196617 501(C)(3) 5195 0 PROGRAM SUPPORT SAFER FOUNDATION 2875 W 19TH ST CHICAGO IL 60623 362762168 501(C)(3) 50748 0 PROGRAM SUPPORT SAINT ANTHONY HOSPITAL FOUNDATION 1819 BAY SCOTT CIRCLE CHICAGO IL 60623 510217097 501(C)(3) 50032 0 PROGRAM SUPPORT SAMARITAN INTERFAITH COUNSELING CENTER 1547 CIRCLE AVENUE NAPERVILLE IL 60540 362846570 501(C)(3) 25000 0 PROGRAM SUPPORT SARAH'S INN 4343 W 123RD ST FOREST PARK IL 60130 363084461 501(C)(3) 53329 0 PROGRAM SUPPORT SERTOMA CENTRE INC 1624 E 154TH ST ALSIP IL 60803 362720586 501(C)(3) 50000 0 PROGRAM SUPPORT SGA YOUTH & FAMILY SERVICES 11 EAST ADAMS STREET SUITE 1500 CHICAGO IL 60603 362167916 501(C)(3) 204162 0 PROGRAM SUPPORT SHOE 4 AFRICA CHURCH STREET STATION PO BOX 3142 NEW YORK NY 10008 020766269 501(C)(3) 10074 0 PROGRAM SUPPORT SINAI HEALTH SYSTEM 1500 S FAIRFIELD AVE CHICAGO IL 60608 363166895 501(C)(3) 60018 0 PROGRAM SUPPORT SISTERS WORKING IT OUT NFP 21114 VIVIENNE DR MATTESON IL 60443 262862273 501(C)(3) 25000 0 PROGRAM SUPPORT SKILLS FOR CHICAGOLANDS FUTURE 191 N WACKER DR STE 1150 CHICAGO IL 60606 451287418 501(C)(3) 25000 0 PROGRAM SUPPORT SOLID GROUND FOUNDATION FOR BEHAVIORAL SERV 13136 WESTERN AVENUE BLUE ISLAND IL 60406 845182135 501(C)(3) 40000 0 PROGRAM SUPPORT SOUTH SUBURBAN COUNCIL ON ALCOHOLISM AND SUBSTANCE ABUSE THE 1909 CHEKER SQ ATTN LORI DILL EAST HAZEL CREST IL 60429 362654921 501(C)(3) 50020 0 PROGRAM SUPPORT SOUTH SUBURBAN PADS 414 W LINCOLN HWY CHICAGO HEIGHTS IL 60411 363744405 501(C)(3) 76537 0 PROGRAM SUPPORT ST SABINA CHURCH 7800 S RACINE CHICAGO IL 60620 362171123 501(C)(3) 25000 0 PROGRAM SUPPORT ST IGNATIUS COLLEGE PREP 1076 W ROOSEVELT/ DEVELOPMENT OFFICE CHICAGO IL 60608 362167867 501(C)(3) 5195 0 PROGRAM SUPPORT ST LEONARD'S MINISTRIES 2100 W WARREN BLVD CHICAGO IL 60612 362378516 501(C)(3) 25056 0 PROGRAM SUPPORT START EARLY 33 W MONROE SUITE 1200 CHICAGO IL 60603 363186328 501(C)(3) 20182 0 PROGRAM SUPPORT TAPESTRY 360 HEALTH 1301 W DEVON CHICAGO IL 60660 363843377 501(C)(3) 25133 0 PROGRAM SUPPORT TEAMWORK ENGLEWOOD 815 W 63RD ST CHICAGO IL 60621 743102944 501(C)(3) 205017 0 PROGRAM SUPPORT TEEN PARENT CONNECTION 475 TAFT AVE GLEN ELLYN IL 60137 363387034 501(C)(3) 25047 0 PROGRAM SUPPORT THE CENTER RESOURCES FOR TEACHING AND LEARNING 2626 S CLEARBROOK DR ARLINGTON HEIGHTS IL 60005 364248651 501(C)(3) 75157 0 PROGRAM SUPPORT THE CHICAGO COMMUNITY FOUNDATION 33 SOUTH STATE STREET SUITE 750 CHICAGO IL 60603 363432023 501(C)(3) 30000 0 PROGRAM SUPPORT THE CHILDREN'S CENTER OF CICERO-BERWYN 1447 S 50TH CT CICERO IL 60804 363025963 501(C)(3) 25237 0 PROGRAM SUPPORT THE CHILDREN'S CLINIC 1111 W LAKE COOK RD OAK PARK IL 60302 369002074 501(C)(3) 26716 0 PROGRAM SUPPORT THE FIELD MUSEUM 1400 SOUTH LAKE SHORE DRIVE CHICAGO IL 60605 362167011 501(C)(3) 10122 0 PROGRAM SUPPORT THE RESURRECTION PROJECT 1805 S PAULINA ST CHICAGO IL 60608 363576073 501(C)(3) 50460 0 PROGRAM SUPPORT THRESHOLDS 4101 N RAVENSWOOD AVE CHICAGO IL 60613 362518901 501(C)(3) 25620 0 PROGRAM SUPPORT TOGETHER WE COPE 17010 OAK PARK AVE TINLEY PARK IL 60477 363666952 501(C)(3) 61854 0 PROGRAM SUPPORT UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY 225 W VINE ST MILWAUKEE WI 53212 390806190 501(C)(3) 25257 0 PROGRAM SUPPORT UNITED WAY OF ILLINOIS 4508 PRIME PKWY MCHENRY IL 60050 362962458 501(C)(3) 10000 0 PROGRAM SUPPORT URBAN MALE NETWORK 5232 SAWGRASS CHICAGO IL 60636 474830984 501(C)(3) 25000 0 PROGRAM SUPPORT VNA HEALTH CARE 400 N HIGHLAND AVE AURORA IL 60506 362182095 501(C)(3) 25000 0 PROGRAM SUPPORT VOCEL-VIEWING OUR CHILDREN AS EMERGING LEADERS 1550 W CARROLL AVE STE 203 CHICAGO IL 60607 462159711 501(C)(3) 12500 0 PROGRAM SUPPORT WEST SIDE FORWARD 1140 N LAMON AVE CHICAGO IL 60651 204502193 501(C)(3) 100000 0 PROGRAM SUPPORT WFMT 5400 NORTH SAINT LOUIS AVENUE CHICAGO IL 60625 362246703 501(C)(3) 20000 0 PROGRAM SUPPORT WINGS PROGRAM INC PO BOX 95615 PALATINE IL 60095 363456061 501(C)(3) 38681 0 PROGRAM SUPPORT WORLD RELIEF DUPAGEAURORA 191 S GARY AVE STE 130 CAROL STREAM IL 60188 236393344 501(C)(3) 35482 0 PROGRAM SUPPORT YMCA OF METROPOLITAN CHICAGO 1030 W VAN BUREN ST CHICAGO IL 60607 362179782 501(C)(3) 402707 0 PROGRAM SUPPORT YOUTH & OPPORTUNITY UNITED 1911 CHURCH ST EVANSTON IL 60201 362734966 501(C)(3) 51101 0 PROGRAM SUPPORT YOUTH CROSSROADS INC 6501 STANLEY AVENUE BERWYN IL 60402 237417420 501(C)(3) 316040 0 PROGRAM SUPPORT YOUTH GUIDANCE 1215 CHURCH ST CHICAGO IL 60602 362167032 501(C)(3) 116357 0 PROGRAM SUPPORT YWCA - ELGIN 1 N LASALLE ST SUITE 1700 ELGIN IL 60120 362171177 501(C)(3) 65002 0 PROGRAM SUPPORT YWCA EVANSTONNORTHSHORE 1215 CHURCH ST EVANSTON IL 60201 362193618 501(C)(3) 169939 0 PROGRAM SUPPORT YWCA METROPOLITAN CHICAGO 1 N LA SALLE ST STE 1700 CHICAGO IL 60602 362179765 501(C)(3) 103493 0 PROGRAM SUPPORT 18TH STREET CASA DE CULTURA NFP 2057 W 18TH ST CHICAGO IL 60608 873976447 501(C)(3) 25000 0 PROGRAM SUPPORT 360 YOUTH SERVICES 1305 OSWEGO RD NAPERVILLE IL 60540 362936229 501(C)(3) 37545 0 PROGRAM SUPPORT 226 0 SCHEDULE I, PART I, LINE 2: GRANT MONITORING PROCEDURES FOR AGENCIES WHICH UWMC ELECTS TO FUND, UWMC MONITORS THE USE OF GRANTS IN THE UNITED STATES BY REQUIRING AGENCIES TO SUBMIT, NO LESS THAN ANNUALLY, INFORMATION RELATED TO PROGRAMS BEING FUNDED. INFORMATION MAY INCLUDE, BUT IS NOT LIMITED TO, CLIENT DEMOGRAPHICS, PROGRAM ACTIVITIES, PROGRAM MEASUREMENTS AND PROGRAM OUTCOMES. UWMC STAFF ALSO CONVENES AND CONVERSES WITH GRANTEES ON A REGULAR BASIS. FOR ALL FUNDING, INCLUDING DONOR-DESIGNATED GRANTS, UWMC VERIFIES 501(C)(3) CHARITABLE STATUS, COMPLIANCE WITH THE PATRIOT ACT, AND THAT AGENCIES ARE BASED IN THE UNITED STATES. X X X X X 0 0 0 0 0 0 0 1 0 SEAN GARRETT PRESIDENT & CEO 379052 0 10996 0 450 0 9137 0 15438 0 415073 0 0 0 CHRISTOPHER PRESTON CHIEF DEVELOPMENT OFFICER 278856 0 4410 0 675 0 8544 0 21303 0 313788 0 0 0 RONALD DENARD CHIEF FINANCIAL OFFICER 260328 0 9063 0 2970 0 7929 0 5526 0 285816 0 0 0 KIMBERLEE GUENTHER CHIEF IMPACT OFFICER 200039 0 6391 0 431 0 6135 0 10924 0 223920 0 0 0 TAMIYA AUREL VP HUMAN RESOURCES 174491 0 5667 0 864 0 3909 0 21783 0 206714 0 0 0 ANNA LEE VICE PRESIDENT, STRATEGIC INITIATIVE 167205 0 5725 0 875 0 468 0 32225 0 206498 0 0 0 JACQUELYN GRIMES VICE PRESIDENT, MARKETING 155514 0 5505 0 357 0 5212 0 38970 0 205558 0 0 0 KEVIN GRAAN ASSOCIATE VICE PRESIDENT, FINANCE 137297 0 4473 0 284 0 4199 0 13985 0 160238 0 0 0 JEFFREY GAWEL AVP, TECHNOLOGY STRATEGY 131666 0 4587 0 621 0 4125 0 12416 0 153415 0 0 0 PART I, LINE 7 BONUS PAYMENTS ARE DISCRETIONARY IN NATURE, AND ARE BASED ON INDIVIDUALS' PERFORMANCE AGAINST PREDETERMINED GOALS AND/OR A RECRUITMENT INCENTIVE. THE PRESIDENT AND CEO'S BONUS IS BASED ON BENCHMARKS FROM OTHER UNITED WAYS AND CHICAGO-AREA NOT FOR PROFIT ORGANIZATIONS; IT IS RECOMMENDED BY THE CHAIR OF THE BOARD OF DIRECTORS AND APPROVED BY THE FULL BOARD OF DIRECTORS. TOTAL COMPENSATION FOR SENIOR MANAGEMENT, INCLUDING ANY BONUS PAYMENTS, IS APPROVED BY THE COMPENSATION AND HUMAN RESOURCE COMMITTEE OF THE BOARD OF DIRECTORS. IN CALENDAR YEAR 2023, THERE WAS A $10,996 PAYOUT RELATED TO THE CEO BONUS PLAN. IN ADDITION TO THE PRESIDENT AND CEO, OTHER UNITED WAY EMPLOYEES ARE ELIGIBLE FOR A BONUS. BONUSES ARE PAID OUT FROM A BONUS POOL THAT IS APPROVED BY THE BOARD OF DIRECTORS. BONUS AMOUNTS ARE DETERMINED BASED ON AN INDIVIDUAL'S PERFORMANCE IN MEETING THE ORGANIZATION'S GOALS. EACH BONUS IS APPROVED BY THE CEO. BONUS AMOUNTS PAID IN CALENDAR YEAR 2023 ARE REPORTED ON PART II, COLUMN (B)(II). X 9 1494713 FMV 0 1 0 PART I, COLUMN (B): UWMC IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. GENERAL INFORMATION UNITED WAY OF METROPOLITAN CHICAGO, INC. ("UNITED WAY") IS AN ILLINOIS NONPROFIT PHILANTHROPIC CORPORATION WHOSE MISSION IS TO IMPROVE LIVES IN THE METROPOLITAN CHICAGO AREA BY MOBILIZING CARING PEOPLE TO INVEST IN THE COMMUNITY WHERE THEIR RESOURCES ARE NEEDED MOST. AT UNITED WAY, WE BRING TOGETHER BUSINESS, GOVERNMENT, PHILANTHROPIC, INDIVIDUAL, AND COMMUNITY LEADERS TO DELIVER FUNDING AND RESOURCES WHILE AMPLIFYING THE EXPERTISE OF NONPROFIT ORGANIZATIONS ACROSS GREATER CHICAGO. WE HELP INDIVIDUALS MEET THEIR BASIC NEEDS AND WORK ALONGSIDE NEIGHBORHOOD PARTNERS TO ADDRESS LOCAL PRIORITIES AND CREATE COMMUNITIES WHERE ALL PEOPLE CAN THRIVE. UNITED, WE ARE BUILDING A STRONGER, MORE EQUITABLE CHICAGO REGION. UNITED WAY OF METRO CHICAGO HAS WORKED SIDE-BY-SIDE WITH COMMUNITY-BASED ORGANIZATIONS FOR MORE THAN 90 YEARS AND IN INDIVIDUAL NEIGHBORHOODS ACROSS THE REGION SINCE 2013 THROUGH THE NEIGHBORHOOD NETWORK INITIATIVE. WE WORK ALONGSIDE OUR PARTNERS TO ADDRESS COMMUNITY PRIORITIES AND BUILD LOCAL INFRASTRUCTURE TO RESPOND TO THEIR NEIGHBORHOOD'S MOST PRESSING NEEDS, AND THEN WE HELP SCALE THAT ACROSS THE REGION. WE ALSO CONNECT DONORS AND ORGANIZATIONS THAT WANT TO INVEST IN THE CHICAGO REGION WITH OPPORTUNITIES TO MAKE AN IMPACT. OUR GOAL AT UNITED WAY OF METRO CHICAGO IS NOT TO CREATE PATHWAYS OUT OF OUR NEIGHBORHOODS BUT TO SUPPORT AND FUND COLLECTIVE EFFORTS NEIGHBORHOOD-LED COALITIONS THAT BRING TOGETHER RESOURCES, IDEAS, AND ENERGY SO NEIGHBORHOODS AND OUR REGION BECOME STRONGER AND MORE EQUITABLE. WE DO THIS WORK THROUGH A DUAL APPROACH STRATEGY: MEETING INDIVIDUALS' BASIC NEEDS AND INVESTING IN NEIGHBORHOODS TO TRANSFORM COMMUNITIES FROM THE INSIDE OUT. UNITED WAY IMPACT GRANTS PROVIDE 140+ LOCAL NONPROFITS WITH UNRESTRICTED FUNDS TO SUPPORT HIGH-QUALITY PROGRAMS ADDRESSING BASIC NEEDS SUCH AS FOOD, SHELTER, AND ACCESS TO HEALTH CARE. WITH THE LAUNCH OF 211 IN JANUARY 2023, ALL COOK COUNTY RESIDENTS HAVE A 24/7/365 RESOURCE TO GET THE HEALTH AND SOCIAL SERVICE SUPPORT THEY NEED WHEN THEY NEED IT. THROUGH THE NEIGHBORHOOD NETWORK INITIATIVE, UNITED WAY WORKS WITH HUNDREDS OF AGENCY AND COMMUNITY PARTNERS IN 18 NEIGHBORHOODS ACROSS THE REGION: AUBURN GRESHAM, AUSTIN, BRIGHTON PARK, BRONZEVILLE, CHICAGO HEIGHTS/FORD HEIGHTS, CICERO, ELGIN, ENGLEWOOD, EVANSTON, FAR SOUTH, GARFIELD PARK, HARVEY, LITTLE VILLAGE, PARK FOREST/RICHTON PARK, ROBBINS/BLUE ISLAND, SOUTH CHICAGO, SUMMIT, AND WEST CHICAGO. OUR PARTNERS LIVE, WORK, AND INTIMATELY KNOW THEIR COMMUNITIES' GREATEST CHALLENGES AND OPPORTUNITIES. WE BRING TOGETHER THE PEOPLE, IDEAS, AND RESOURCES TO BUILD STRONGER, MORE EQUITABLE NEIGHBORHOODS THROUGH COMMUNITY-BASED AND RESIDENT-LED PROGRAMS. FORM 990, PART I, LINE 6 NUMBER OF VOLUNTEERS: BOARD/POLICY MAKING VOLUNTEERS - 46 ACTIVE CAMPAIGN LEADERS - 431 COMMUNITY IMPACT VOLUNTEERS - 5,500 TOTAL VOLUNTEERS - 5,977 FORM 990, PART VI, SECTION A, LINE 1A EXECUTIVE COMMITTEE: THE EXECUTIVE COMMITTEE CONSISTS OF NOT LESS THAN FIVE MEMBERS OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE MEETS BETWEEN BOARD MEETINGS WHERE THE COMMITTEE EXERCISES THE POWERS OF THE BOARD OF DIRECTORS. ALL SUCH ACTIONS BY THE EXECUTIVE COMMITTEE ARE REPORTED TO THE BOARD OF DIRECTORS AT THE NEXT MEETING OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS: THE FORM 990 WAS PREPARED BY A NATIONAL INDEPENDENT ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S INTERNAL FINANCE DEPARTMENT. A REVIEW OF THE FORM 990 WAS CONDUCTED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO THE FILING. FOLLOWING THE REVIEW AND APPROVAL OF THE AUDIT COMMITTEE, THE FORM 990 WAS PROVIDED BY EMAIL TO EACH OF THE OTHER VOTING MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO THE FILING. FORM 990, PART VI, SECTION B, LINE 12C WRITTEN CONFLICT OF INTEREST POLICY: THE ORGANIZATION HAS A FORMALIZED BUSINESS ETHICS POLICY, APPLICABLE TO ALL EMPLOYEES, DIRECTORS OF UWMC, VOLUNTEER COMMITTEE MEMBERS, THEIR SPOUSES AND CLOSE FAMILY MEMBERS. THE AFOREMENTIONED INDIVIDUALS ARE REQUIRED TO COMPLETE AN ANNUAL COMPLIANCE QUESTIONNAIRE DISCLOSING CLOSE RELATIONSHIPS BETWEEN THE INDIVIDUAL AND THIRD PARTIES WHO MAY HAVE A RELATIONSHIP TO THE ORGANIZATION. THE RESULTS OF THE QUESTIONNAIRE ARE REPORTED TO THE AUDIT COMMITTEE ANNUALLY. THE POLICY COVERS COMPLIANCE WITH LAWS, POLICIES, RULES AND REGULATIONS; CONFLICTS OF INTEREST; BRIBES AND KICKBACKS; MISAPPROPRIATION OR DISREGARD OF DONOR, EMPLOYEE, OR VOLUNTEER DATA; ACCOUNTING PRACTICES; PROVIDING OR RECEIVING GIFTS, ENTERTAINMENT OR PRIZES AND POLITICAL ACTIVITY IN CONNECTION WITH UWMC OTHER THAN PUBLIC POLICY ADVOCACY. THE POLICY PROHIBITS PARTICIPATION IN OUTSIDE BUSINESS VENTURES FOR FINANCIAL GAIN WHICH CONFLICTS WITH THE ORGANIZATION'S ACTIVITIES. THE ORGANIZATION ALSO HAS A WHISTLEBLOWER POLICY COVERING ALL EMPLOYEES, DIRECTORS OF UWMC, VOLUNTEER COMMITTEE MEMBERS, DONORS AND FUNDED AGENCIES. INDIVIDUALS MAY MAKE ANONYMOUS REPORTS TO A THIRD-PARTY PROVIDER, WHICH WILL BE INVESTIGATED BY THE STAFF ETHICS OFFICER, PRESIDENT & CEO, AND/OR VP, HUMAN RESOURCES AS APPROPRIATE. RETALIATION OF ANY KIND IS EXPRESSLY PROHIBITED BY THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION: THE COMPENSATION AND HUMAN RESOURCES COMMITTEE OF THE BOARD OF DIRECTORS ("CHRC") REVIEWS THE PERFORMANCE AND COMPENSATION OF THE PRESIDENT AND CEO, AND OTHER SENIOR MANAGEMENT. THE CHRC CONSIDERS INFORMATION FROM (1) UNITED WAY WORLDWIDE SALARY DATA FOR EQUIVALENT POSITIONS AT OTHER SIMILAR UNITED WAY ORGANIZATIONS IN TERMS OF MARKET SIZE AND REVENUE SIZE AND (2) CHICAGO MARKET DATA FOR OTHER COMPARABLE HUMAN SERVICE ORGANIZATIONS. DELIBERATIONS AND DECISIONS OF THE CHRC ARE CONTEMPORANEOUSLY DOCUMENTED IN MEETING MINUTES. PERFORMANCE EVALUATIONS ARE COMPLETED FOR ALL EMPLOYEES, INCLUDING THE PRESIDENT & CEO AS WELL AS SENIOR MANAGEMENT AT THE CONCLUSION OF EACH FISCAL YEAR. THE CHAIRPERSON OF THE BOARD OF DIRECTORS SEMIANNUALLY SOLICITS INPUT FROM BOARD MEMBERS ON THE PRESIDENT & CEO'S PERFORMANCE. THE PERFORMANCE REVIEW IS PROVIDED TO THE CHRC FOR ITS APPROVAL AND FOR REPORTING TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. ONCE REVIEWED BY THE EXECUTIVE COMMITTEE, ANY ACTION OF THE EXECUTIVE COMMITTEE IS REPORTED TO THE BOARD OF DIRECTORS AT ITS NEXT MEETING. THIS REVIEW OF THE PRESIDENT & CEO'S PERFORMANCE AND SALARY WAS MOST RECENTLY PERFORMED FOR THE FISCAL YEAR ENDED JUNE 30, 2023. FORM 990, PART VI, SECTION C, LINE 18 HOW FORMS ARE MADE AVAILABLE TO THE PUBLIC: UWMC'S FORM 1023, APPLICATION FOR RECOGNITION OF EXEMPTION, IS AVAILABLE ON UWMC'S WEBSITE AT HTTPS://LIVEUNITEDCHICAGO.ORG/. UWMC MAKES ITS FORM 990 AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC: UWMC MAKES ITS GOVERNING DOCUMENTS, THE BYLAWS AND ARTICLES OF INCORPORATION, THE MOST RECENT AUDITED FINANCIAL STATEMENTS AND A LINK TO ETHICS POINT AVAILABLE ON THE UWMC WEBSITE HTTPS://LIVEUNITEDCHICAGO.ORG/. FORM 990, PART IX FUNCTIONAL EXPENSES: UWMC CALCULATES ITS 2023 TAX YEAR (FISCAL YEAR ENDED JUNE 30, 2024) OVERHEAD RATE USING THE SUM OF MANAGEMENT AND GENERAL TOTAL EXPENSES AND FUNDRAISING TOTAL EXPENSES REPORTED IN PART IX (STATEMENT OF FUNCTIONAL EXPENSES) DIVIDED BY THE TOTAL REVENUE REPORTED IN PART VIII, LINE 12, OF COLUMN A. THIS UWMC OVERHEAD RATE FOR 2023 IS 15.3%. TOTAL EXPENSES INCURRED BY UWMC REFLECT THE PRIMARY ROLE OF STAFF KNOWLEDGE IN FUNDRAISING, COMMUNITY ENGAGEMENT, VOLUNTEERISM, ADVOCACY, AND COALITION BUILDING NECESSARY FOR AN ORGANIZATION THAT LEVERAGES EXPERTISE, CONNECTIONS, AND RESOURCES TOWARD SOLVING COMMUNITY PROBLEMS AND IMPROVING LIVES ON A LARGE SCALE. FORM 990, PART XI, LINE 9: CHANGE IN PENSION ASSET 388,260. CHANGE TO SPLIT INTEREST AGREEMENT 160,272. UNITED WAY - MCCORMICK PARTNERSHIP 222 MERCHANDISE MART PLAZA SUITE 63 CHICAGO IL 60654 825478333 NEIGHBORHOOD IL 501(C)(3) LINE 7 UWMC 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 UNITED WAY - MCCORMICK PARTNERSHIPS C 2407000 FMV UNITED WAY - MCCORMICK PARTNERSHIPS Q 336000 FMV