2023-04-18T11:26:00-05:00 2022-06-30 560571159 BERNARD ROBINSON & COMPANY LLP PO BOX 19608 GREENSBORO NC 274199608 990 2021-07-01 560668555 UNITED WAY OF GREATER GREENSBORO INC UNIT 3363786600 1500 YANCEYVILLE STREET GREENSBORO NC 27405 NADINE MALPASS INTERIM CEO 3363786600 2023-04-08 1 NADINE MALPASS 999009999 JOHN M ROBINSON P01281319 3362944494 2023-04-07 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z NADINE MALPASS 1500 YANCEYVILLE STREET GREENSBORO NC 27405 24352906 0 X WWW.UNITEDWAYGSO.ORG X 1968 NC UNITED WAY OF GREATER GREENSBORO'S MISSION IS TO IMPROVE LIVES (CONTINUED ON SCHEDULE O) 31 31 35 2249 0 0 18043624 7681361 5855 2140 2815031 -1276484 115164 112145 20979674 6519162 5867503 4631416 0 0 2342278 3077263 0 0 897388 506657 644097 8716438 8352776 12263236 -1833614 29203402 24991408 5040799 4601420 24162603 20389988 X TO IMPROVE LIVES AND CREATE THRIVING COMMUNITIES BY MOBILIZING AND UNITING THE CARING POWER OF GREENSBORO, NC. 0 0 4631416 4631416 SUPPORT AGENCY PROGRAMS OF GREATER GREENSBORO: UNITED WAY OF GREATER GREENSBORO UTILIZES A VOLUNTEER-DRIVEN PROCESS TO INVEST RESOURCES IN INITIATIVES AND PROGRAMS THAT ARE FOCUSED ON CREATING SOLID FOUNDATIONS IN THE AREA OF EDUCATION, FINANCIAL STABILITY, AND HEALTH, BECAUSE THESE ARE THE BUILDING BLOCKS FOR A QUALITY LIFE. WE ALL WIN WHEN CHILDREN SUCCEED IN SCHOOL, FAMILIES ARE FINANCIALLY STABLE, AND PEOPLE ARE STRONGER AND HEALTHIER. SEE SCHEDULE I FOR THE LISTING OF THE INVESTMENT OF RESOURCES BY THE UNITED WAY OF GREATER GREENSBORO. DURING 2020, THE UNITED STATES AND NORTH CAROLINA DECLARED A STATE OF EMERGENCEY DUE TO THE COVID-19 PANDEMIC. THE ONGOING IMPACT OF THE VIRUS HAS CONTINUED TO AFFECT SOCIAL INTEGRATION, ECONOMIES, AND FINANCIAL MARKETS. TO HELP MITIGATE THE IMPACT WITHIN THE LOCAL COMMUNITY, THE GREENSBORO VIRUS RELIEF FUND WAS ESTABLISHED BY UNITED WAY OF GREATER GREENSBORO, THE CITY OF GREENSBORO, AND THE COMMUNITY FOUNDATION FOR GREATER GREENSBORO. THE OBJECTIVE OF THIS PROGRAM IS TO OFFER IMMEDIATE FINANCIAL ASSISTANCE TO NONPROFIT AGENCIES IN GUILFORD COUNTY IN THE AREAS RELATED TO FOOD INSECURITY, EDUCATIONAL INTERRUPTION, EMPLOYMENT REDUCTION, HOUSING VULNERABILITY, MEDICAL ACCESS, AND BUSINESS DISRUPTION. DURING THE YEAR ENDING JUNE 30, 2021, THE FUND RECEIVED CONTRIBUTIONS OF APPROXIMATELY $450,000. 569037 FACILITATE DONOR DESIGNATIONS: UNITED WAY OF GREATER GREENSBORO ALLOWS DONORS THE CHOICE TO LET UNITED WAY INVEST THEIR DONATIONS BY WAY OF UNDESIGNATED DOLLARS, LETTING COMMUNITY EXPERTS DIRECT DOLLARS TO THE GREATEST PRESSING COMMUNITY NEEDS IN THE AREAS OF EDUCATION, INCOME AND HEALTH. LIKEWISE, UNITED WAY OF GREATER GREENSBORO FACILITATES DONOR DESIGNATIONS. THIS MEANS THAT UNITED WAY ALSO ALLOWS THE DONORS TO DIRECT THEIR CONTRIBUTIONS TOWARDS SPECIFIC AREAS OF INTEREST OR PARTNER AGENCIES THAT RELATE TO THE PASSION AND INTEREST OF THE INVESTING DONORS. 1315173 2140 HUMAN SERVICE ORGANIZATIONS:UNITED WAY OF GREATER GREENSBORO PARTNERS WITH LEADING COMMUNITY HUMAN SERVICE ORGANIZATIONS TO ADDRESS THE ROOT CAUSES OF POVERTY SO THAT FAMILIES ARE EQUIPPED TO ACHIVE FINANCIAL INDEPENDENCE AND STABILITY. PLACE-BASED INTEGRATED SERVICE DELIVERY IS PROVIDED AT THE FAMILY SUCCESS CENTER TO PRESENT SOLUTIONS THAT ADDRESS THE NEEDS OF ALL MEMBERS OF THE FAMILY UNIT. WE ARE FOCUSED ON ENSURING THAT CHILDREN ARE READY FOR SCHOOL, PARENTS ARE EQUIPPED TO SUPPORT EARLY LEARNING AND LITERACY, ALL MEMBERS OF THE FAMILY HAVE ACCESS TO HEALTHCARE TO HELP IMPROVE THEIR PHYSICAL AND MENTAL HEALTH, AND ADULTS ARE ABLE TO GET AND KEEP JOBS THAT PROVIDE A LIVING WAGE AND A RELIABLE SOURCE OF INCOME. UNITED WAY OF GREATER GREENSBORO IS LEADING THE WAY TO CREATE POSITIVE, IMPACTFUL CHANGE IN THE LIVES OF FAMILIES IN OUR COMMUNITY. 6515626 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 9 0 1 35 1 0 0 0 0 0 0 0 0 0 0 0 0 X 31 31 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X KHARI GARVIN 3363786600 1500 YANCEYVILLE STREET GREENSBORO NC 27405 DAVIDA MARTIN CHAIR 5.00 X X 0 0 0 MICHELE DEUTERMAN VICE CHAIR 3.00 X X 0 0 0 MIKE GILLIS TREASURER 3.00 X X 0 0 0 ADAM TARLETON SECRETARY 3.00 X X 0 0 0 REV DR DARRYL AARON DIRECTOR 1.00 X 0 0 0 TABITHA ALLEN-DRAFT DIRECTOR 1.00 X 0 0 0 SCOTT BAKER DIRECTOR 1.00 X 0 0 0 ANTHONY BOYD DIRECTOR 1.00 X 0 0 0 CLAUDIA CANNADY DIRECTOR 1.00 X 0 0 0 TRACIE CATLETT DIRECTOR 1.00 X 0 0 0 TIFFANY CRENSHAW DIRECTOR 1.00 X 0 0 0 TOM CROMARTIE DIRECTOR 1.00 X 0 0 0 MANUEL DUDLEY PHD DIRECTOR 1.00 X 0 0 0 MANDY EATON DIRECTOR 1.00 X 0 0 0 TIM GIBSON DIRECTOR 1.00 X 0 0 0 TOM GLASER DIRECTOR 1.00 X 0 0 0 NIKETA GREENE DIRECTOR 1.00 X 0 0 0 CHARRISE HART DIRECTOR 1.00 X 0 0 0 KATHLEEN KELLY DIRECTOR 1.00 X 0 0 0 JENNI MARSH DIRECTOR 1.00 X 0 0 0 PHILLIP MCCALL DIRECTOR 1.00 X 0 0 0 BRYAN MCNEILL DIRECTOR 1.00 X 0 0 0 HEATHER MILLIGAN DIRECTOR 1.00 X 0 0 0 GRANT OZIPKO DIRECTOR 1.00 X 0 0 0 DENISE PATTERSON DIRECTOR 1.00 X 0 0 0 JOSE SANDOVAL DIRECTOR 1.00 X 0 0 0 TERRI SHELTON PHD DIRECTOR 1.00 X 0 0 0 BRYAN STARRETT DIRECTOR 1.00 X 0 0 0 TRICIA HALE DIRECTOR 1.00 X 0 0 0 JAMIAH WATERMAN DIRECTOR 1.00 X 0 0 0 JILL WHITE DIRECTOR 1.00 X 0 0 0 KHARI M GARVIN CEO/PRESIDENT FROM 7/26/21 40.00 X 89848 0 310 MICHELLE GETHERS-CLARK CEO/PRESIDENT THROUGH 4/16/21 40.00 X 87614 0 5491 BRIAN GRAHAM CFO/VP FINANCE 40.00 X 138562 0 11113 NADINE MALPASS SENIOR VP/RESOURCE DEVELOPMENT 40.00 X 164962 0 10973 FRANK MCCAIN VP COMMUNITY IMPACT & INVESTMENT 40.00 X 128973 0 11921 ELIZABETH D GREEN VP, MAJOR GIFTS 40.00 X 115075 0 13569 725034 0 53377 4 0 1 0 0 22886 382200 7276275 63107 7681361 MANAGEMENT FEE INCOME 518210 2140 2140 2140 378595 378595 17685 0 17685 17685 17685 16107898 17762977 -1655079 -1655079 -1655079 165227 70767 94460 94460 6519162 2140 0 -1164339 4631416 4631416 334687 190804 76162 67721 2358686 1346901 543967 467818 65545 25127 13215 27203 186236 71395 37548 77293 132109 38539 48304 45266 20800 20800 43436 43436 67379 20378 13680 33321 32542 20753 8010 3779 33767 6529 10225 17013 72138 20973 21019 30146 81345 22838 24035 34472 STATE UNITED WAY 153022 44490 44586 63946 MATERIALS, EVENTS AND S 95465 58756 14440 22269 STAFF DEVELOPMENT & TRA 19530 13895 5236 399 MISCELLANEOUS EXPENSES 16858 11370 5488 7815 2832 3729 1254 8352776 6515626 939762 897388 10755253 1622979 2736964 3090459 237280 269364 44355 42530 2303468 1635443 745379 668025 11308003 16570117 3376168 2727934 29203402 24991408 96977 544778 4257942 3506260 382200 303680 550382 5040799 4601420 X 19937456 16348418 4225147 4041570 24162603 20389988 29203402 24991408 -1833614 -1939001 0 X X 0 1 X 1 0 X 11053549 9747396 10126627 18043624 7681361 56652557 11053549 9747396 10126627 18043624 7681361 56652557 13315713 43336844 315603 430496 213665 1110348 396280 2466392 278107 262219 243716 133736 167367 1085145 60204094 0.71980 0.68720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3412240 -557897 114905 2739438 2775623 749957 113340 3412240 2998009 -104160 118226 2775623 3048700 57921 108612 2998009 2965597 189503 106400 3048700 0.08040 0.91960 1 0 220812 220812 1450071 1069655 380416 632585 565788 66797 668025 BENEFICIAL INTEREST IN FOUNDATION ASSETS 2643616 CASH SURRENDER VALUE - INSURANCE 84318 2727934 DESIGNATIONS PAYABLE 550382 550382 X 4038455 -1939001 -1939001 5977456 43436 498270 541706 6519162 7811070 70767 70767 7740303 43436 569037 612473 8352776 PART V, LINE 4: PERCENTAGE IN PERMANENT ENDOWMENT REPRESENTS PORTION OF THE ENDOWMENT WITH DONOR RESTRICTIONS AND THE ACCUMULATED INVESTMENT GAINS. INVESTMENT AND SPENDING POLICIES ATTEMPT TO ACHIEVE A TOTAL RETURN, THROUGH APPRECIATION AND INCOME, GREATER THAN THE RATE OF INFLATION. THE SPENDING POLICY CONSIDERS BOTH THE NEEDS OF THE ORGANIZATION IN CARRYING OUT ITS CHARITABLE PURPOSES AND THE OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY. PART X, LINE 2: IT IS THE ORGANIZATION'S POLICY TO EVALUATE ALL TAX POSITIONS AND TO IDENTIFY ANY THAT MAY BE CONSIDERED UNCERTAIN. ALL IDENTIFIED MATERIAL TAX POSITIONS ARE ASSESSED AND MEASURED BY A "MORE-LIKELY-THAN-NOT" THRESHOLD TO DETERMINE IF THE TAX POSITION IS UNCERTAIN AND WHAT, IF ANY, THE EFFECT OF THE UNCERTAIN TAX POSITION MAY HAVE ON THE FINANCIAL STATEMENTS. NO MATERIAL UNCERTAIN TAX POSITIONS WERE IDENTIFIED FOR 2022 AND 2021. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 569,037. FUNDRAISING EXPENSES -70,767. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 70,767. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 569,037. HANDBAGS FOR HOPE 72138 72138 15327 1312 198 4767 SPEAKER SERIES 2021 48960 48960 9028 1 15000 15000 2000 41 38094 136098 136098 17327 1353 198 51889 70767 65331 1 ADULT CENTER FOR ENRICHMENT INC DBA WELL SPRING SOLUTIONS 4100 WELL SPRING DRIVE GREENSBORO NC 27410 561599072 501C3 74650 0 CHARITABLE ALEXANDER YOUTH NETWORK 6220 THERMAL RD CHARLOTTE NC 28211 560554413 501C3 35628 0 CHARITABLE BIG BROTHERS BIG SISTERS OF THE CENTRAL PIEDMONT 101 SOUTH ELM STREET STE 212 GREENSBORO NC 27401 204648395 501C3 105597 0 CHARITABLE BLACK CHILD DEVELOPMENT INSTITUTE 415 N EDGEWORTH STREET - SUITE 230 GREENSBORO NC 27401 561524964 501C3 73214 0 CHARITABLE CHILDREN'S HOME SOCIETY OF NC 604 MEADOW ST GREENSBORO NC 274056600 560529946 501C3 109747 0 CHARITABLE COMMUNITIES IN SCHOOLS OF GREATER GREENSBORO 122 N ELM ST STE 301 GREENSBORO NC 27401 561605330 501C3 260939 0 CHARITABLE COMMUNITY HOUSING SOLUTIONS 1031 SUMMIT AVE STE 1E-1 GREENSBORO NC 27405 200458814 501C3 181259 0 CHARITABLE FAMILY SERVICE OF THE PIEDMONT INC 902 BONNER DR JAMESTOWN NC 27282 562061741 501C3 440660 0 CHARITABLE GREENSBORO CEREBRAL PALSY ASSOCIATION 3205 E WENDOVER AVE GREENSBORO NC 27405 560591312 501C3 192822 0 CHARITABLE GUILFORD ADULT HEALTH DBA GUILFORD COMMUNITY CARE NETWORK 612 PASTEUR DRIVE SUITE 108 GREENSBORO NC 27408 043726317 501C3 16896 0 CHARITABLE GUILFORD CHILD DEVELOPMENT 1200 ARLINGTON ST GREENSBORO NC 27406 560863474 501C3 331100 0 CHARITABLE GUILFORD TECHNICAL COMMUNITY COLLEGE 601 E MAIN ST JAMESTOWN NC 27282 566085391 501C3 36397 0 CHARITABLE HABITAT FOR HUMANITY OF GREATER GREENSBORO 1031 SUMMIT AVE STE 2W2 GREENSBORO NC 27405 561586870 501C3 41188 0 CHARITABLE HOUSING CONSULTANTS GROUP (HCG) 1031 SUMMIT AVE STE 2E2 GREENSBORO NC 27405 201845302 501C3 100000 0 CHARITABLE LEGAL AID OF NORTH CAROLINA INC 122 N ELM ST SUITE 700 GREENSBORO NC 274012842 561221297 501C3 336243 0 CHARITABLE MENTAL HEALTH ASSOCIATION OF GREENSBORO 700 WALTER REED DRIVE GREENSBORO NC 27403 566076634 501C3 33932 0 CHARITABLE ONE STEP FURTHER 623 EUGENE CT GREENSBORO NC 27401 581484818 501C3 100966 0 CHARITABLE OPERATION XCEL PO BOX 412 STOKESDALE NC 27357 263948215 501C3 28159 0 CHARITABLE PARTNERS ENDING HOMELESSNESS 815 PHILLIPS AVENUE HIGH POINT NC 27262 201798198 501C3 381500 0 CHARITABLE PIEDMONT HEALTH SERVICES AND SICKLE CELL AGENCY 1102 E MARKET ST GREENSBORO NC 27401 237362747 501C3 39423 0 CHARITABLE READING CONNECTIONS 122 N ELM ST STE 920 GREENSBORO NC 274012818 561726754 501C3 105811 0 CHARITABLE THE SALVATION ARMY OF GREENSBORO 1311 S EUGENE ST GREENSBORO NC 27406 580660607 406642 0 CHARITABLE SANCTUARY HOUSE 518 N ELM ST GREENSBORO NC 27401 562257832 501C3 46740 0 CHARITABLE SENIOR RESOURCES OF GUILFORD 1401 BENJAMIN PARKWAY GREENSBORO NC 27408 561181577 501C3 166608 0 CHARITABLE SERVANT CENTER 1312 LEXINGTON AVE GREENSBORO NC 27403 561834197 501C3 26013 0 CHARITABLE THE ARC OF GREENSBORO INC 14-B OAK BRANCH DR GREENSBORO NC 27407 560745766 501C3 44848 0 CHARITABLE TRIAD HEALTH PROJECT INC 801 SUMMIT AVE GREENSBORO NC 27405 581705502 501C3 84478 0 CHARITABLE UNCG CENTER FOR NEW NORTH CAROLINIANS (THE UNIVERSITY OF NORTH CAROLINA AT 915 W GATE CITY BLVD LOFTS ON LEE STE A GREENSBORO NC 27403 566001468 501C3 190657 0 CHARITABLE THE VOLUNTEER CENTER OF GREENSBORO INC 1500 YANCEYVILLE ST GREENSBORO NC 274056932 561134052 501C3 73340 0 CHARITABLE WOMEN'S RESOURCE CENTER 628 SUMMIT AVE GREENSBORO NC 27405 561891618 501C3 57428 0 CHARITABLE YMCA OF GREENSBORO (YMCA OF GREENSBORO ENDOWMENT INC) 620 GREEN VALLEY RD STE 210 GREENSBORO NC 27408 560543243 501C3 71187 0 CHARITABLE YWCA OF GREENSBORO 1807 E WENDOVER AVENUE GREENSBORO NC 27405 560529936 501C3 89971 0 CHARITABLE 32 0 PART I, LINE 2: FUNDING DECISIONS ARE BASED UPON AN APPLICATION PROCESS WHICH INCLUDES PROGRAM BUDGET AND AGENCY AUDIT REVIEWS. THE PROGRAM SERVICE PLANS ARE EVALUATED AND PROGRESS IS REVIEWED MID-YEAR AND AT THE END OF THE FISCAL YEAR. X X X 0 0 0 0 0 0 0 0 0 NADINE MALPASS SENIOR VP/RESOURCE DEVELOPMENT 164962 0 0 0 0 0 9821 0 1152 0 175935 0 0 0 X 6 63107 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. FORM 990, PAGE 1, PART I, LINE 1: BY MOBILIZING AND UNITING THE CARING POWER OF OUR COMMUNITY. WITH A POVERTY RATE 31% ABOVE THE NATIONAL AVERAGE, UNITED WAY MADE A BOLD DECISION TO FOCUS THE ORGANIZATION'S WORK ON BREAKING THE CYCLE OF POVERTY. THAT'S WHY WE'VE CREATED A COMMUNITY-WIDE NETWORK OF PARTNERS THAT PROVIDE A PATH TO FINANCIAL STABILITY AT ANY STAGE OF LIFE. EVERY YEAR, LOCAL ORGANIZATIONS APPLY TO JOIN OUR INNOVATIVE NETWORK AND EVERY YEAR, LOCAL VOLUNTEERS SELECT AND FUND PARTNERSHPS THAT WORK TOGETHER TO END POVERTY. UNITED WAY IS ALSO ENDING POVERTY AT OUR FAMILY SUCCESS CENTERS, WHERE CHILDREN AND ADULTS RECEIVE COORDINATED SERVICES IN ONE LOCATION AND WHEN SOMEONE DIALS 2-1-1, WE'RE ENDING POVERTY BY CONNECTING THEM TO AN OPERATOR WHO OFFERS LOCAL SERVICES THAT HELP. OUR NEW HOLISTIC APPROACH TO ENDING POVERTY IS WORKING AND WE HAVE THE OUTCOMES TO PROVE IT. IN 2021, UNITED WAY LAUNCHED A COMMUNITY-INSPIRED AND DEVELOPED BOLD GOAL TO TAKE OUR EFFORTS OF ENDING LOCAL POVERTY TO THE NEXT LEVEL: AS A COMMUNITY UNITED IN EQUITY AND LASTING SOLUTIONS 3,000 HOUSEHOLDS IN GREATER GREENSBORO WILL LEAVE GENERATIONAL POVERTY BY 2030. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS TWO CLASSES OF MEMBERS: CONTRIBUTING MEMBERS AND FINANCIALLY PARTICIPATING MEMBERS. CONTRIBUTING MEMBERS CONSIST OF EVERY INDIVIDUAL OR ORGANIZATION WHICH CONTRIBUTES TO THE ORGANIZATION DURING THE PERIOD FROM THE DATE OF CONTRIBUTION OR PLEDGE TO THE LAST DAY OF THE PERIOD FOR WHICH IT IS MADE. ONLY CONTRIBUTING MEMBERS HAVE THE RIGHT TO VOTE AT MEETINGS OF MEMBERS. FINANCIALLY PARTICIPATING MEMBERS ARE NONPROFIT ORGANIZATIONS WHICH, AGREEING WITH THE PURPOSES OF THE UNITED WAY, WISH TO FINANCIALLY PARTICIPATE AND THROUGH THE APPLICATION PROCESS HAVE BEEN GRANTED MEMBERSHIP STATUS. FINANCIALLY PARTICIPATING MEMBERS MAY BE SUBJECT TO AND CONDITIONED UPON SUCH TERMS AND CONDITIONS AS MAY BE ESTABLISHED BY THE BOARD OF DIRECTORS. PROVISIONAL FINANCIALLY PARTICPATING MEMBERSHIP STATUS MAY BE GRANTED BY THE BOARD FOR A LIMITED PERIOD OF TIME. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS, LIMITED TO A TOTAL OF 38, CONSISTS OF ELECTED AS WELL AS APPOINTED DIRECTORS (THE NUMBER OF APPOINTED DIRECTORS MAY NOT EXCEED ELEVEN). THE ELECTED DIRECTORS ARE FIRST NOMINATED BY THE BOARD DEVELOPMENT COMMITTEE TO BE VOTED ON BY CONTRIBUTING MEMBERS AT THE ANNUAL MEETING. AT THE ANNUAL MEETING, OTHER CANDIDATES MAY BE NOMINATED BY THE CONTRIBUTING MEMBERS FROM THE FLOOR. DIRECTORS ARE THEN ELECTED BY A MAJORITY OF THE CONTRIBUTING MEMBERS PRESENT. IN ADDITION, THE CHAIRMAN OF THE BOARD MAY APPOINT UP TO 11 DIRECTORS. THE FOLLOWING OFFICERS ARE ALSO ELECTED BY THE CONTRIBUTING MEMBERS: CHAIRMAN OF THE BOARD, VICE CHAIRMAN OF THE BOARD, DIVISION CHAIRMEN (EXCEPT CHAIRMAN, CAMPAIGN DIVISION), THE TREASURER AND SECRETARY. THE PRESIDENT IS ELECTED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S FINANCE COMMITTEE AND THEN PRESENTED TO THE BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS, PRINCIPAL OFFICERS, AND COMMITTEE MEMBERS ARE REQUIRED ANNUALLY TO SIGN A STATEMENT CERTIFYING THAT HE OR SHE HAS RECEIVED AND READ THE ORGANIZATION'S CONFLICTS OF INTEREST POLICY AND AGREES TO COMPLY. THEY ARE ALSO REQUIRED TO DISCLOSE ANY INTERESTS (AS DEFINED IN THE CONFLICTS OF INTEREST POLICY) ON THIS STATEMENT. UNDISCLOSED INTERESTS THAT ARE REPORTED TO THE CHAIRMAN OF THE BOARD OR THE CHAIR OF SUCH COMMITTEE ARE INVESTIGATED, AND IF THE BOARD OR COMMITTEE DETERMINES THAT THE MEMBER IN FACT HAS FAILED TO DISCLOSE AN INTEREST, IT WILL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. THE BOARD ALSO CONDUCTS PERIODIC REVIEWS OF THE ORGANIZATION'S ACTIVITIES TO ENSURE THAT THE ORGANIZATION IS OPERATING IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND IS NOT ENGAGING IN ANY ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR OTHERWISE VIOLATE THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS OF DETERMINING COMPENSATION FOR THE ORGANIZATION'S PRESIDENT INCLUDES FULL EVALUATION AND APPROVAL BY THE ENTIRE BOARD OF DIRECTORS. COMPENSATION FOR THE OTHER KEY EMPLOYEES IS RECOMMENDED BY THE COMPANY'S PRESIDENT AND REVIEWED AND APPROVED BY THE HUMAN RESOURCES COMMITTEE, COMPOSED OF INDEPENDENT VOLUNTEERS IN THE HUMAN RESOURCES FIELD, AND THE TREASURER OF THE BOARD. MARKET DATA AND TRENDS ARE UTILIZED IN THE DETERMINATION OF THE COMPENSATION LEVELS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, FORM 990 AND KEY POLICIES AVAILABLE ON ITS WEBSITE. FORM 900, PART XII, LINE 2C: NO CHANGES HAVE BEEN MADE FROM THE PRIOR PERIOD. CALCULATION OF OVERHEAD RATE - UTLILIZATION COMPLIANT WITH UWW STANDARD CALCULATION OF OVERHEAD RATE ACTUAL 2021-2022 MANAGEMENT AND GENERAL EXPENSES $ 939,762 FUND DEVELOPMENT EXPENSES $ 897,388 ___________________ TOTAL SUPPORT SERVICES COST $ 1,837,150 DIVIDED BY TOTAL REVENUE $ 6,519,162 OVERHEAD RATE 28.18%