2023-01-24T10:44:51-06:00 2022-06-30 351476702 BRADY WARE & SCHOENFELD INC 3601 RIGBY ROAD SUITE 400 DAYTON OH 45342 990 2021-07-01 310536658 THE UNITED WAY OF THE GREATER DAYTON AREA UNIT 9372253001 33 WEST FIRST STREET 500 DAYTON OH 45402 J THOMAS MAULTSBY PRESIDENT & CEO 9372253001 2023-01-19 1 J THOMAS MAULTSBY 999009999 THOMAS J GMEINER CPA P00197565 9372235247 2023-01-19 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z THOMAS E KELLEY JR 33 WEST FIRST STREET SUITE 500 DAYTON OH 45402 4740702 0 X WWW.DAYTON-UNITEDWAY.ORG X 1942 OH UNITED WAY OF THE GREATER DAYTON LEADS A UNITED COMMUNITY TO UPLIFT OUR NEIGHBORS. A VOLUNTEER-LED ORGANIZATION, UNITED WAY IS THE AREA'S LARGEST PRIVATE FUNDER OF HEALTH AND HUMAN SERVICES, PRIMARILY PROVIDED BY LOCAL AGENCIES IN MONTGOMERY, GREENE AND PREBLE COUNTIES. UNITED WAY FOCUSES ON UNDERLYING CAUSES TO GET TO THE HEART OF LOCAL PROBLEMS AND TO PREVENT THEM FROM HAPPENING IN THE FIRST PLACE - SUCH AS PREPARING YOUTH TO SUCCEED IN SCHOOL AND THE JOBS OF TOMORROW, OR PREVENTING HOME FORECLOSURE AND HOMELESSNESS. OUR LOCAL UNITED WAY ALSO CONNECTS PEOPLE IN NEED WITH SERVICES THROUGH HELPLINK 2-1-1 AND CONNECTS PEOPLE WITH VOLUNTEER OPPORTUNITIES THROUGH VOLUNTEER CONNECTION. 19 18 48 869 0 0 4105043 4231027 395701 461193 19746 48482 10997 0 4531487 4740702 2004511 1960663 0 0 1784988 1789783 0 0 793875 503556 628394 4293055 4378840 238432 361862 12520791 10543430 3812855 2479806 8707936 8063624 X OUR MISSION IS TO LEAD A UNITED COMMUNITY TO UPLIFT OUR NEIGHBORS. UNITED WAY GENERATES FINANCIAL AND VOLUNTARY CONTRIBUTIONS TO MEET LOCAL NEEDS AND MAKE LASTING IMPROVEMENT TO THE REGION'S QUALITY OF LIFE. 0 0 2427784 1880663 101588 FUND GRANTS, DONOR DESIGNATIONS, AND VOLUNTEER CONNECTION:UNITED WAY FUNDS LOCAL HEALTH AND HUMAN SERVICE AGENCIES THROUGH A COMPETITIVE GRANT PROCESS TO ACHIEVE MEASURABLE OUTCOMES IN THE AREAS OF HEALTH, EDUCATION, AND FINANCIAL STABILITY. KNOWLEDGEABLE VOLUNTEERS STUDY THE COMMUNITY NEEDS AND MAKE TOUGH DECISIONS ON HOW BEST TO MEET THE NEEDS AND FILL GAPS WITH GRANTS FROM UNITED WAY FUNDS. IN FISCAL YEAR 2022, THESE PROGRAMS SERVED THOUSANDS OF CHILDREN AND ADULTS IN THE DAYTON REGION. VOLUNTEER CONNECTION IS A VOLUNTEER REFERRAL AND RESOURCE CENTER THAT PROVIDES OPPORTUNITIES FOR INDIVIDUALS OF ALL AGES TO MAKE AN IMPACT IN THE COMMUNITY. IN FISCAL 2022, VOLUNTEER CONNECTION ENGAGED VOLUNTEERS IN DAYS OF SERVICE AND OTHER OPPORTUNITIES. 661681 0 359605 UNITED WAY'S HELPLINK 2-1-1 IS A FREE AND CONFIDENTIAL INFORMATION AND REFERRAL SERVICE PROVIDED 24-HOURS-A-DAY, 365-DAYS-A-YEAR. HELPLINK 2-1-1 MAINTAINS THE REGION'S MOST COMPREHENSIVE DATABASE OF HEALTH AND HUMAN SERVICES AND IS CONNECTED WITH SERVICES THROUGHOUT THE STATE AND COUNTY. HELPLINK OFFERS INFORMATION, REFERRALS, ADVOCACY AND SCHEDULES APPOINTMENTS FOR THE EARNED INCOME TAX CREDIT PROGRAM AND CONDUCTS OUTREACH TO DISLOCATED WORKERS AND THEIR FAMILIES. HELPLINK 2-1-1 PROVIDES AN AFTER-HOUR ANSWERING SERVICE FOR NONPROFIT AND GOVERNMENT AGENCIES AND CASE CONSULTATION SERVICE FOR FAITH BASED ORGANIZATIONS. IN FISCAL YEAR 2022, HELPLINK 2-1-1 RECEIVED 46,319 CALLS AND PROVIDED 42,164 REFERRALS FORVARIOUS NEEDS. ALSO THROUGH OUR SEARCHABLE DATABASE ONLINE WE RECEIVED 7,915 ONLINE SITE VISITS WITH 2,794 SEARCHES FOR RESOURCES. OUR TOP 3 REQUESTS FOR ASSISTANCE FELL INTO THESE THREE CATEGORIES RENT PAYMENT ASSISTANCE 10,966, ELECTRIC SERVICE PAYMENT ASSISTANCE 7,412, AND GAS SERVICE PAYMENT ASSISTANCE 2,658, FOOD PANTRIES WAS THE 4TH CATEGORY 2,234.ALSO ESTABLISHED A DATA DASHBOARD THROUGH 211 COUNTS TO SHOW THE MINIMUM NEEDS IN OUR NINE COUNTY AREA: MONTGOMERY, GREENE, PREBLE, BUTLER, WARREN, CLINTON, CLARK, CHAMPAIGN AND MADISON COUNTIES TO THEIR RESPECTIVE COMMUNITIES BY ZIP CODE, COUNTY. 170800 80000 DURING FISCAL YEAR 2022, THE UNITED WAY OF THE GREATER DAYTON AREA, THROUGH THE CHILDREN'S DEFENSE FUND FREEDOM SCHOOLS PROGRAM, SERVED STUDENTS AT THREE SITES THROUGHOUT MONTGOMERY COUNTY, OHIO. DURING THE SUMMER BREAK FROM SCHOOL, THE FREEDOM SCHOOLS PROGRAM PROVIDES READING AND LEARNING ENRICHMENT AND PLAYS A MUCH NEEDED ROLE IN HELPING TO CURB SUMMER LEARNING LOSS AND CLOSE ACHIEVEMENT GAPS. 97882 PREBLE AND GREENE COUNTY PROGRAM SERVICES 97882 3358147 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 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 0 1 9 0 1 48 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 18 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 OH X X THOMAS E KELLEY JR 9372253001 33 WEST FIRST STREET SUITE 500 DAYTON OH 45402 J THOMAS MAULTSBY PRESIDENT/CEO/BOARD SECRET 40.00 X X 131120 0 12468 RAFI RODRIGUEZ BOARD CHAIR 5.00 X X 0 0 0 PAUL BENSON IMMEDIATE PAST CHAIR 5.00 X X 0 0 0 TOM KELLEY DIRECTOR 5.00 X 0 0 0 DIANE WALSH DIRECTOR 5.00 X 0 0 0 JO ALICE BLONDIN DIRECTOR 5.00 X 0 0 0 BRENT LEWIS DIRECTOR 5.00 X 0 0 0 BRIAN MARTIN DIRECTOR 5.00 X 0 0 0 STEPHEN RINGEL DIRECTOR 5.00 X 0 0 0 PAUL DORSTEN DIRECTOR 5.00 X 0 0 0 TOM RITCHIE DIRECTOR 5.00 X 0 0 0 MARK SMITH TREASURER 5.00 X X 0 0 0 MARY GARMAN VICE CHAIR 5.00 X X 0 0 0 DOUG COMPTON DIRECTOR 5.00 X 0 0 0 JONATHAN DUFFY DIRECTOR 5.00 X 0 0 0 KENYA TAYLOR DIRECTOR 5.00 X 0 0 0 SHAM REDDY DIRECTOR 5.00 X 0 0 0 TERRA WILLIAMS DIRECTOR 5.00 X 0 0 0 KRISTINA LUND DIRECTOR 5.00 X 0 0 0 131120 0 12468 1 0 0 0 0 404985 3826042 4231027 INFORMATION & REFERRAL 624100 359605 359605 CAMPAIGN ADMINISTRATIO 541900 101588 101588 461193 48482 48482 4740702 461193 0 48482 1960663 1960663 143643 83840 9749 50054 1280395 747327 86900 446168 51838 27103 4000 20735 209500 118441 14820 76239 104407 58357 7520 38530 582 15 142 425 31400 9420 6280 15700 277387 206391 11903 59093 90959 49898 2676 38385 12304 10895 368 1041 70864 42032 3895 24937 1460 412 72 976 14847 11819 468 2560 72014 72014 16787 5036 3357 8394 TELEPHONE 26503 21451 839 4213 MISC 4292 400 1081 2811 DUES 4140 2280 387 1473 REPAIRS & MAINTENANCE 3456 2107 203 1146 1399 260 144 995 4378840 3358147 226818 793875 541588 850965 1206424 1048038 21091 84726 330 392 153959 99798 63594 54161 7611613 6433585 3076151 2071563 12520791 10543430 1139123 80109 1528804 1431745 1144928 967952 3812855 2479806 X 2130088 2353032 6577848 5710592 8707936 8063624 12520791 10543430 X 361862 -955151 -51023 X X 0 1 X 1 0 X 5528893 5195285 4769452 4105043 4231027 23829700 5528893 5195285 4769452 4105043 4231027 23829700 23829700 73281 88288 67757 19746 48482 297554 24127254 0.98770 0.98890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4709928 -563806 150433 33934 3961754 3832558 1056212 144750 34092 4709928 3878278 127881 143689 29912 3832558 3834968 213784 140285 30189 3878278 3707499 292216 137962 26785 3834968 1 0 153959 99798 54161 54161 MUNICIPAL BONDS 403366 F PERPETUAL INTEREST IN TRUSTS 2999768 F DAYTON FOUNDATION 3030451 F 6433585 CASH SURRENDER VALUE OF LIFE INSURANCE 1633560 RESTRICTED CASH 225563 ERC RECEIVABLE 212440 2071563 LONG TERM DEFINED BENEFIT PLAN OBLIGATION 967952 967952 X 2990622 -955151 -955151 3945773 794929 794929 4740702 3583911 -794929 -794929 4378840 0 4378840 PART V, LINE 4: THE ENDOWMENT CONSISTS OF TEMPORARILY AND PERMANENTLY RESTRICTED GIFTS WITH THE EARNINGS AVAILABLE TO SUPPORT THE MISSION OF THE UNITED WAY IN SUPPORTING HEALTH AND HUMAN SERVICE AGENCIES. PART X, LINE 2: THE ORGANIZATION HAS EVALUATED THE TAX POSITIONS IT HAS TAKEN, OR EXPECTS TO TAKE, IN THE COURSE OF PREPARING THE ORGANIZATION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAXING AUTHORITY. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE THE BENEFIT ARISING FROM AN UNCERTAIN TAX POSITION TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY WHEN IT IS "MORE-LIKELY-THAN-NOT" THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS AND CONSIDERATION OF ALL AVAILABLE INFORMATION. ONCE THE RECOGNITION THRESHOLD IS MET, THE PORTION OF THE TAX BENEFIT THAT IS RECORDED REPRESENTS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50 PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT WITH A TAXING AUTHORITY. BASED ON ITS REVIEW, MANAGEMENT DOES NOT BELIEVE THE ORGANIZATION HAS TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS, INCLUDING ANY POSITION THAT WOULD PLACE THE ORGANIZATION'S EXEMPT STATUS IN JEOPARDY AS OF JUNE 30, 2022. THE FEDERAL TAX RETURNS OF THE ORGANIZATION FOR 2019, 2020, AND 2021 ARE SUBJECT TO EXAMINATION BY THE TAXING AUTHORITY, GENERALLY FOR THREE YEARS AFTER THE DUE DATE. PART XI, LINE 2D - OTHER ADJUSTMENTS: DECREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE -89. LOSS ON INVESTMENTS AT THE DAYTON FOUNDATION -470,734. LOSS ON PERPETUAL INTEREST IN TRUSTS -457,587. LOSS ON MUNICIPAL BONDS -26,741. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 794,929. PART XII, LINE 2D - OTHER ADJUSTMENTS: DONOR DESIGNATIONS -794,929. . 0 UNITED WAY OF WARREN COUNTY 645 OAK ST LEBANON OH 45036 237132362 501(C) (3) 11144 0 DONOR DESIGNATED GENERAL KETTERING MEDICAL CENTER FOUNDATION 3535 SOUTHERN BLVD KETTERING OH 45429 237419897 501(C) (3) 19158 0 DONOR DESIGNATED GENERAL WESLEY COMMUNITY CENTER INC 3730 DELPHOS AVENUE DAYTON OH 45417 300203259 501(C) (3) 27523 0 PROGRAM OPERATING COSTS AND DESIGNATIONS CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY 922 WEST RIVERVIEW AVENUE DAYTON OH 45402 310536645 501(C) (3) 31625 0 DONOR DESIGNATED GENERAL CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY 922 WEST RIVERVIEW AVENUE DAYTON OH 45402 310536645 501(C) (3) 21229 0 PROGRAM OPERATING COSTS BOYS & GIRLS CLUB OF DAYTON INC 1828 WEST STEWART ST DAYTON OH 45417 310536657 501(C) (3) 76825 0 PROGRAM OPERATING COSTS AND DESIGNATIONS PLANNED PARENTHOOD OF SOUTHWEST OHIO KETTERING-PHILIPS CENTER 224 NORTH WILKINSON DAYTON OH 45402 310536688 501(C) (3) 6250 0 DONOR DESIGNATED GENERAL YWCA DAYTON 141 WEST THIRD STREET DAYTON OH 45402 310537168 501(C) (3) 68650 0 PROGRAM OPERATING COSTS AND DESIGNATIONS AMERICAN RED CROSS MIAMI VALLEY OHIO CHAPTER 370 W FIRST ST DAYTON OH 45402 310537493 501(C) (3) 8674 0 DONOR DESIGNATED GENERAL AMERICAN RED CROSS MIAMI VALLEY OHIO CHAPTER 370 W FIRST ST DAYTON OH 45402 310537493 501(C) (3) 38280 0 PROGRAM OPERATING COSTS UNITED WAY OF GREATER CINCINNATI & N KENTUCKY 2400 READING ROAD CINCINNATI OH 45202 310537502 501(C) (3) 10400 0 DONOR DESIGNATED GENERAL THE YMCA OF GREATER DAYTON 118 WEST FIRST STREET SUITE 300 DAYTON OH 45402 310537517 501(C) (3) 10375 0 DONOR DESIGNATED GENERAL GRACEWORKS LUTHERAN SERVICES 6430 INNER MISSION WAY CENTERVILLE OH 45459 310540159 501(C) (3) 8794 0 DONOR DESIGNATED GENERAL SENIOR RESOURCE CONNECTION 222 SALEM AVE DAYTON OH 45406 310592759 501(C) (3) 137227 0 PROGRAM OPERATING COSTS AND DESIGNATIONS UNITED REHABILITATION SERVICES OF GREATER DAYTON 4710 OLD TROY PIKE DAYTON OH 45424 310592919 501(C) (3) 5648 0 DONOR DESIGNATED GENERAL UNITED WAY OF MIAMI COUNTY 233 SOUTH MARKET STREET TROY OH 453733326 310619209 501(C) (3) 19395 0 DONOR DESIGNATED GENERAL MIAMI VALLEY COMMUNITY ACTION PARTNERSHIP 719 SOUTH MAIN STREET DAYTON OH 45402 310709198 501(C) (3) 32251 0 PROGRAM OPERATING COSTS AND DESIGNATIONS DAKOTA CENTER INC 33 BARNETT ST DAYTON OH 45402 310731056 501(C) (3) 7299 0 DONOR DESIGNATED GENERAL DAKOTA CENTER INC 33 BARNETT ST DAYTON OH 45402 310731056 501(C) (3) 56111 0 PROGRAM OPERATING COSTS BUTLER COUNTY UNITED WAY OHIO 323 NORTH THIRD STREET HAMILTON OH 450111624 310734490 501(C) (3) 11508 0 DONOR DESIGNATED GENERAL PREBLE COUNTY COUNCIL ON AGING INC 800 EAST ST CLAIR STREET EATON OH 45320 310830453 501(C) (3) 29169 0 PROGRAM OPERATING COSTS AND DESIGNATIONS DAYBREAK INC 605 S PATTERSON BLVD DAYTON OH 45402 310864474 501(C) (3) 8618 0 DONOR DESIGNATED GENERAL DAYBREAK INC 605 S PATTERSON BLVD DAYTON OH 45402 310864474 501(C) (3) 70233 0 PROGRAM OPERATING COSTS OHIO'S HOSPICE OF DAYTON 324 WILMINGTON AVENUE DAYTON OH 45420 310933339 501(C) (3) 14992 0 DONOR DESIGNATED GENERAL RONALD MCDONALD HOUSE CHARITIES OF THE MIAMI VALLEY REGION INC 555 VALLEY STREET DAYTON OH 45404 310964793 501(C) (3) 9420 0 DONOR DESIGNATED GENERAL FAMILY VIOLENCE PREVENTION CENTER OF GREENE COUNTY INC 380 BELLBROOK AVE XENIA OH 45385 310992401 501(C) (3) 32180 0 PROGRAM OPERATING COSTS AND DESIGNATIONS MIAMI VALLEY HOSPITAL FOUNDATION 31 WYOMING ST DAYTON OH 45409 311040231 501(C) (3) 7398 0 DONOR DESIGNATED GENERAL HOUSE OF BREAD 9 ORTH AVENUE DAYTON OH 45402 311076425 501(C) (3) 6844 0 DONOR DESIGNATED GENERAL HOUSE OF BREAD 9 ORTH AVENUE DAYTON OH 45402 311076425 501(C) (3) 13050 0 PROGRAM OPERATING COSTS ARTEMIS CENTER TO DOMESTIC VIOLENCE 10 W MONUMENT AVE DAYTON OH 45402 311120194 501(C) (3) 5567 0 DONOR DESIGNATED GENERAL ARTEMIS CENTER TO DOMESTIC VIOLENCE 10 W MONUMENT AVE DAYTON OH 45402 311120194 501(C) (3) 34800 0 PROGRAM OPERATING COSTS ST VINCENT DE PAUL SOCIAL SERVICES INC 124 WEST APPLE ST DAYTON OH 45402 311132259 501(C) (3) 9687 0 DONOR DESIGNATED GENERAL HOMEFULL 829 S GETTYSBURG AVENUE DAYTON OH 45417 311236989 501(C) (3) 145331 0 PROGRAM OPERATING COSTS AND DESIGNATIONS TCN BEHAVIORAL HEALTH SERVICES 452 W MARKET STREET XENIA OH 45385 311305635 501(C) (3) 18126 0 PROGRAM OPERATING COSTS KETTERING SEVENTH DAY ADVENTIST CHURCH 3939 STONEBRIDGE ROAD KETTERING OH 45419 311337536 501(C) (3) 9250 0 DONOR DESIGNATED GENERAL GOOD NEIGHBOR HOUSE 627 EAST FIRST STREET DAYTON OH 45402 311374154 501(C) (3) 32901 0 DONOR DESIGNATED GENERAL OMEGA COMMUNITY DEVELOPMENT CORPORATION 1821 EMERSON AVENUE DAYTON OH 45406 311561713 501(C) (3) 13244 0 PROGRAM OPERATING COSTS AND DESIGNATIONS KETTERING HEALTH DAYTON FOUNDATION 405 GRAND AVENUE DAYTON OH 45405 311649591 501(C) (3) 14943 0 DONOR DESIGNATED GENERAL AFL-CIO LABOR FOOD PANTY 6550 POE AVENUE DAYTON OH 45414 311757115 501(C) (3) 9677 0 DONOR DESIGNATED GENERAL AFL-CIO LABOR FOOD PANTY 6550 POE AVENUE DAYTON OH 45414 311757115 501(C) (3) 10000 0 PROGRAM OPERATING COSTS LIFE CARE ALIANCE - DIABETES DAYTON 2555 S DIXIE DR SUITE 112 KETTERING OH 45409 316084147 501(C) (3) 13875 0 PROGRAM OPERATING COSTS AND DESIGNATIONS UNITED WAY GREATER CLEVELAND 1331 EUCLID AVENUE CLEVELAND OH 44115 346516654 501(C) (3) 17441 0 DONOR DESIGNATED GENERAL UNITED WAY OF CENTRAL INDIANA 3901 NORTH MERIDIAN STREET PO BOX 88409 INDIANAPOLIS IN 46208 351007590 501(C) (3) 12579 0 DONOR DESIGNATED GENERAL HOME IS THE (HIT) FOUNDATION 111 W SOMERS ST EATON OH 45320 421580792 501(C) (3) 23501 0 PROGRAM OPERATING COSTS AND DESIGNATIONS UNITED WAY OF METRO ATLANTA 100 EDGEWOOD AVENUE NE ATLANTA GA 30303 580566194 501(C) (3) 13967 0 DONOR DESIGNATED GENERAL THE COMMON GOOD OF PREBLE COUNTY 113 SOUTH CHERRY STREET EATON OH 45320 832127994 501(C) (3) 22887 0 PROGRAM OPERATING COSTS THE FOODBANK INC 56 ARMOUR PLACE DAYTON OH 45417 861082880 501(C) (3) 14155 0 DONOR DESIGNATED GENERAL THE FOODBANK INC 56 ARMOUR PLACE DAYTON OH 45417 861082880 501(C) (3) 115281 0 PROGRAM OPERATING COSTS DECA PREP C/O DAYTON EARLY COLLEGE ACADEMY 300 COLLEGE PARK DAYTON OH 454692930 260463618 501(C) (3) 25033 0 PROGRAM OPERATING COSTS AND DESIGNATIONS SIMON KENTON BRIDGES OF HOPE 1087 W 2ND STREET XENIA OH 45385 810827749 501(C) (3) 18126 0 PROGRAM OPERATING COSTS THE DAYTON FOUNDATION 1401 SOUTH MAIN STREET DAYTON OH 45409 316027287 501(C) (3) 10000 0 PROGRAM OPERATING COSTS GRACE UNITED METHODIST CHURCH 1001 HARVARD BOULEVARD DAYTON OH 45406 310543283 501(C) (3) 21970 0 PROGRAM OPERATING COSTS GREENE COUNTY COMMUNITY FOUNDATION 941 WEST SECOND STREET XENIA OH 45385 311751001 501(C) (3) 35800 0 PROGRAM OPERATING COSTS KETTERING HEALTH HAMILTON FOUNDATION 630 EATON AVENUE HAMILTON OH 45013 501(C) (3) 7551 0 DONOR DESIGNATED GENERAL FORM 990, PART VI, SECTION B, LINE 11B THE UNITED WAY HAS A FINANCE AND AUDIT COMMITTEE THAT MEETS THROUGHOUT THE FISCAL YEAR AND IS COMPRISED OF A TREASURER, OTHER BOARD OF TRUSTEES MEMBERS, AND OTHER VOLUNTEERS WITH FINANCIAL BACKGROUNDS. THE TREASURER REPORTS MONTHLY TO EITHER THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES OR THE FULL BOARD OF TRUSTEES. THE FINANCE AND AUDIT COMMITTEE HAS WORKING KNOWLEDGE OF THE FINANCIAL STATEMENTS, AUDIT PROCESS, AND FINANCIAL PROCEDURES. THIS COMMITTEE REVIEWS AND APPROVES THE FORM 990 AS PART OF ITS MEETINGS PRIOR TO THE FILING. THE FINANCIAL STATEMENTS ARE REVIEWED WITH THE BOARD OF TRUSTEES OR EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES MONTHLY. THE AUDITED FINANCIAL STATEMENTS AND THE 990 ARE ALSO DISTRIBUTED TO THE BOARD OF TRUSTEES BEFORE PUBLISHING AND FILING. FORM 990, PART VI, SECTION B, LINE 12C THE UNITED WAY HAS A WRITTEN CODE OF CONDUCT POLICY WHICH INCLUDES CONFLICT OF INTEREST POLICIES FOR EMPLOYEES AND VOLUNTEERS. ALL INDIVIDUALS SIGN A STATEMENT THAT THEY HAVE RECEIVED AND UNDERSTAND THE CODE OF CONDUCT POLICY. AN ETHICS OFFICER MANAGES AND OVERSEES ALL ASPECTS OF THE CODE OF CONDUCT INCLUDING COMMUNICATION OF POLICY, NOTIFICATION AND INVESTIGATIONS OF BREECHES, EDUCATION, AND ENFORCEMENT. THE POLICY STATEMENTS ARE RESIGNED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES PERIODICALLY REVIEWS THE PERFORMANCE EVALUATION OF THE CEO AND KEY EMPLOYEES AND DETERMINES COMPENSATION BASED ON PERFORMANCE, YEARS OF SERVICE, COMPARABLE NOT-FOR-PROFIT SALARY LEVELS, AND UNITED WAY SALARY RANGES AND BENCHMARKS. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE PUBLISHED ON THE UNITED WAY WEBSITE AND ALSO AVAILABLE UPON REQUEST. ALL OTHER GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: NET PERIODIC DEFINED BENEFIT PLAN BENEFIT 61,742. DEFINED BENEFIT PLAN CHANGES OTHER THAN NET PERIODIC PLAN BENEFIT -112,765. PART XII, LINE 2C THE BOARD OF TRUSTEES AND THE FINANCE AND AUDIT COMMITTEE HAVE THE RESPONSIBILITY OF SELECTING THE INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.