2021-03-11T15:11:00-06:00 2020-06-30 621199757 LBMC PC 605 CHESTNUT STREET SUITE 1100 CHATTANOOGA TN 37450 990 2019-07-01 620565962 UNITED WAY OF GREATER CHATTANOOGA UNIT 4237520300 630 MARKET STREET CHATTANOOGA TN 37402 LESLEY SCEARCE PRESIDENT 4237520300 2021-02-25 1 LUCAS WATSON P01808745 4237566585 2021-02-25 2019 2022-09-23 18:48:47Z LESLEY SCEARCE 630 MARKET STREET CHATTANOOGA TN 37402 15218523 0 X WWW.UNITEDWAYCHA.ORG X 1922 TN TO UNITE PEOPLE AND RESOURCES IN BUILDING A STRONGER AND HEALTHIER COMMUNITY. 60 60 62 1690 126 0 9446195 8475284 77396 60778 292182 -14335 90204 112910 9905977 8634637 9884561 5543832 0 0 3273375 3267301 0 0 881290 1592583 1195919 14750519 10007052 -4844542 -1372415 28674152 27460680 5702471 5715055 22971681 21745625 X UNITING PEOPLE AND RESOURCES IN BUILDING A STRONGER, HEALTHIER COMMUNITY. 0 0 4266175 4255881 133350 COMMUNITY INVESTMENT: UWGC PROVIDED FUNDING FOR 50 NON-PROFIT PROGRAMS AND INITIATIVES. THIS FUNDING IS APPROVED BY A LOCAL COMMUNITY INVESTMENT COMMITTEE AND THE UWGC BOARD OF DIRECTORS FOR THOSE PROGRAMS THAT CAN MEASURABLY IMPACT THE KEY FOCUS AREAS OF UWGC. TRAINED COMMUNITY VOLUNTEERS ANNUALLY ASSESS DATA AND THE PROGRAMMATIC RESULTS OF FUNDED ORGANIZATIONS THAT ADDRESS COMMUNITY NEEDS. THROUGH ANNUAL REPORTING AND ASSESSMENT OF PARTNER ORGANIZATIONS, UWGC ENSURES FUNDED PROGRAMS EFFECTIVELY ADDRESS UWGC IMPACT GOALS AND THE NEEDS OF THE COMMUNITIES SERVED. 1481699 825378 36288 FAMILY STABILITY: INITIATIVES AND PROGRAM SERVICES IN 16 COUNTY REGION WITH THE GOAL OF HELPING FAMILIES/INDIVIDUALS REACH STABILITY AND BECOME MORE SELF-SUFFICIENT. 211 INFORMATION AND REFERRAL PROGRAM: OPERATED BY UWGC CONNECTS PEOPLE TO COMMUNITY AGENCIES AND ORGANIZATIONS THAT PROVIDE SERVICES TO ADDRESS CRITICAL NEEDS AND HELPS DETER RELIANCE ON THE SOCIAL SERVICE SYSTEM. 211 IS THE ENTRY POINT FOR COMMUNITY MEMBERS IN NEED, OPERATING CRISIS SERVICES AND FUNDS, NEEDIEST CASES PROCESSING AND MONITORS ALL CALLS THROUGH A COMMUNITY DATABASE. IN 2020, 2-1-1 SPECIALISTS HELPED MORE THAN 15,400 UNDUPLICATED CALLERS. PROGRAMS ALSO ADDRESS THE ROOT CAUSES OF FAMILY INSTABILITY THROUGH A COACHING MODEL TO HELP FAMILIES/INDIVIDUALS IN LOWER INCOME NEIGHBORHOODS BECOME MORE ECONOMICALLY AND SOCIALLY INDEPENDENT. 938787 462573 0 EARLY CHILDHOOD INITIATIVES: INCLUDES PROGRAMMING AND COLLABORATIONS IN EARLY CHILDHOOD SPECIALIZED PROGRAMS WITH THE GOAL OF PREPARING CHILDREN FOR SUCCESS IN SCHOOL. PARENTS OF PRESCHOOL CHILDREN ARE PROVIDED FREE RESOURCES TO EDUCATE AND PROMOTE SCHOOL READINESS. IN 2020, 24,061 CHILDREN FROM BIRTH UNTIL THEIR 5TH BIRTHDAY IN HAMILTON, MARION, DADE, WALKER, AND CATOOSA COUNTIES RECEIVED FREE MONTHLY BOOKS THROUGH IMAGINATION LIBRARY. PARENTS OF 43 CHILDREN WERE PROVIDED EARLY LEARNING SCHOLARSHIPS FOR ASSISTANCE WITH ACCESS TO QUALITY EARLY LEARNING PROGRAMS. UWGC PARTNERS WITH THE CHATTANOOGA 2.0 /EARLY MATTERS COALITION TO ADDRESS ACCESS TO QUALITY EARLY EDUCATION RESOURCES FOR PARENTS OF PRESCHOOL CHILDREN INCLUDING PARENT INFORMATION AND TRAINING, AVAILABILITY OF ANNUAL DEVELOPMENTAL SCREENINGS THROUGH PARTNER ORGANIZATIONS, AND ACCESS TO EARLY LEARNING SCHOLARSHIPS FOR QUALITY PRESCHOOL FOR QUALIFIED FAMILIES. 1044323 0 0 BOLD PLAY FUND 112604 0 0 VENTURE FORWARD PROGRAM 106307 0 0 MENTORING PROGRAM 266549 0 0 OTHER PROGRAMS: VOLUNTEER CENTER, ADVOCACY, AND TRAINING 1529783 0 0 8216444 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 40 0 1 62 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 60 60 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 GA TN X SUZY ANTHONY 4237520300 630 MARKET STREET CHATTANOOGA TN 37402 MICHAEL ST CHARLES BOARD MEMBER 5.00 X 0 0 0 DR STEVEN ANGLE BOARD MEMBER 1.00 X 0 0 0 CHARLES L ARANT BOARD MEMBER 1.00 X 0 0 0 CAROLINE BENTLEY BOARD MEMBER 1.00 X 0 0 0 RUSS BLAKELY BOARD MEMBER 1.00 X 0 0 0 SCOTT L BROWN BOARD MEMBER 1.00 X 0 0 0 AMBER J CAMBRON BOARD MEMBER 1.00 X 0 0 0 JIM CATANZARO JR BOARD MEMBER 1.00 X 0 0 0 JIM M COPPINGER BOARD MEMBER 1.00 X 0 0 0 RYAN CRIMMINS BOARD MEMBER 1.00 X 0 0 0 JEFF CRONAN BOARD MEMBER 1.00 X 0 0 0 JAY DALE BOARD MEMBER 1.00 X 0 0 0 JEFF DELOACH BOARD MEMBER 1.00 X 0 0 0 ALNOOR DHANANI BOARD MEMBER 1.00 X 0 0 0 PATTI DUNGAN BOARD MEMBER 1.00 X 0 0 0 SCOTT D FOSSE BOARD MEMBER 1.00 X 0 0 0 TOM GLENN CPA BOARD MEMBER 1.00 X 0 0 0 JUDY STANFIELL GRAHAM BOARD MEMBER 1.00 X 0 0 0 TOM GREENHOLTZ BOARD MEMBER 1.00 X 0 0 0 ZAN GUERRY BOARD MEMBER 1.00 X 0 0 0 JOHN P GUERRY BOARD MEMBER 1.00 X 0 0 0 ELAINE HARPER BOARD MEMBER 1.00 X 0 0 0 TOM HAYSLETT BOARD MEMBER 1.00 X 0 0 0 ROGER HINCKLEY BOARD MEMBER 1.00 X 0 0 0 REV LURONE JENNINGS SR BOARD MEMBER 1.00 X 0 0 0 DR BRYAN JOHNSON BOARD MEMBER 1.00 X 0 0 0 REV TERNAE JORDAN SR BOARD MEMBER 1.00 X 0 0 0 MARY KILBRIDE BOARD MEMBER 1.00 X 0 0 0 IAN K LEAVY BOARD MEMBER 1.00 X 0 0 0 MICHAEL I LEBOVITZ BOARD MEMBER 1.00 X 0 0 0 MICHAEL GEORGE MATHIS BOARD MEMBER 1.00 X 0 0 0 THOMAS H MCCALLIE III BOARD MEMBER 1.00 X 0 0 0 DONNA C MCCONNICO BOARD MEMBER 1.00 X 0 0 0 DON MUELLER BOARD MEMBER 1.00 X 0 0 0 REGGIE PIERCY BOARD MEMBER 1.00 X 0 0 0 HELEN S PREGULMAN BOARD MEMBER 1.00 X 0 0 0 DAMON RAINES BOARD MEMBER 1.00 X 0 0 0 JONATHAN MATTHEW ROYAL BOARD MEMBER 1.00 X 0 0 0 CAMDEN B SCEARCE BOARD MEMBER 1.00 X 0 0 0 CHRIS SISLO BOARD MEMBER 1.00 X 0 0 0 KENNETH SMITH BOARD MEMBER 1.00 X 0 0 0 DR BILL W STACY BOARD MEMBER 1.00 X 0 0 0 DR ELAINE SWAFFORD BOARD MEMBER 1.00 X 0 0 0 EDNA E VARNER BOARD MEMBER 1.00 X 0 0 0 JAMES P VAUGHN BOARD MEMBER 1.00 X 0 0 0 GARY WATKINS BOARD MEMBER 1.00 X 0 0 0 MILLER WELBORN BOARD MEMBER 1.00 X 0 0 0 THOMAS A H WHITE CHAIR 1.00 X 0 0 0 BRUCE C ZEISER BOARD MEMBER 1.00 X 0 0 0 ANDREW ZITO BOARD MEMBER 1.00 X 0 0 0 ANNE BRADSHAW BOARD MEMBER 1.00 X 0 0 0 CHRISTY GILLENWATER BOARD MEMBER 1.00 X 0 0 0 EVERLENA HOLMES BOARD MEMBER 1.00 X 0 0 0 TONY HOUSTON BOARD MEMBER 1.00 X 0 0 0 DIONNE JENKINS BOARD MEMBER 1.00 X 0 0 0 SAM JONES BOARD MEMBER 1.00 X 0 0 0 TAYLOR JONES BOARD MEMBER 1.00 X 0 0 0 JEREMY SCRUGGS BOARD MEMBER 1.00 X 0 0 0 CLARK TAYLOR BOARD MEMBER 1.00 X 0 0 0 JODA THONGNOPNUA BOARD MEMBER 1.00 X 0 0 0 LESLEY SCEARCE PRESIDENT 50.00 X 168944 0 26099 SUZY ANTHONY VP FINANCE + OPS 50.00 X 120476 0 9638 289420 0 35737 2 0 1 0 BRIDGE INNOVATE INC 17 TURNBERRY LANE LOOKOUT MOUNTAIN GA 30750 CREATE & LAUNCH HUB FOR SOCIAL INNOVATIO 108055 1 250000 8225284 169459 8475284 TRAINING 900099 60778 60778 60778 85277 85277 4050 0 4050 4050 4050 6484148 126 6583886 0 -99738 126 -99612 126 -99738 MISCELLANEOUS 900099 108860 108860 108860 8634637 169638 126 -10411 5081259 5081259 462573 462573 325157 325157 2114571 1430978 248116 435477 198897 108337 57728 32832 463905 286801 87259 89845 164771 96113 38458 30200 35 35 200 200 78100 78100 43299 15000 10788 17511 25600 4428 2912 18260 10138 974 9026 138 179686 150052 4534 25100 160277 128945 1615 29717 176656 47515 13748 115393 4794 4794 94770 62654 14893 17223 CONTRACT LABOR 299013 254513 0 44500 DUES AND SUBSCRIPTIONS 123351 75241 26044 22066 ALLOCATION OF SUPPORT S 0 11026 -14054 3028 10007052 8216444 909318 881290 400663 1036105 5569516 4142236 42379 70757 26929 32532 4148212 1178067 2371559 2970145 6117844 4799037 14145262 14409868 28674152 27460680 962976 851327 4739495 4243328 0 620400 5702471 5715055 X 13860033 12992026 9111648 8753599 22971681 21745625 28674152 27460680 -1372415 146359 0 X X 0 1 X 1 0 X 8598197 7601281 4523469 9446195 8475284 38644426 8598197 7601281 4523469 9446195 8475284 38644426 535524 38108902 218701 250696 49737 217544 89327 826005 4509 126 4635 313249 281696 225230 90204 108860 1019239 40494305 233448 0.94110 0.93340 X PART II, SHORT YEAR EXPLANATION: THE UNITED WAY OF GREATER CHATTANOOGA CHANGED IT'S ACCOUNTING PERIOD FROM A CALENDAR YEAR END TO A 06/30 FISCAL YEAR END ON 01/01/2018. A SHORT YEAR RETURN WAS PREVIOUSLY FILED FOR THE PERIOD OF 01/01/2018 - 06/30/2018. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19127927 85 77282 1150001 18055293 19927714 365076 1164863 19127927 20198534 346680 617500 19927714 19138118 2889830 1829414 20198534 20058331 396405 163382 1480000 19138118 0.90730 0.09270 0 0 227782 227782 2799347 810644 1988703 586787 8727 578060 534296 358696 175600 2970145 CSV-LIFE INSURANCE POLICIES 215886 F INVESTMENTS IN LIMITED PARTNERSHIPS 14193982 F 14409868 X 8780996 146359 146359 8634637 0 8634637 10007052 0 10007052 0 10007052 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE REQUIREMENT OF PROFESSIONAL GUIDANCE IN ACCOUNTING FOR UNCERTAIN TAX POSITIONS. UNDER THIS GUIDANCE, AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH THE TAX TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THE POSITION WILL BE SUSTAINED. THE ORGANIZATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. AS OF JUNE 30, 2020, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS. INFORMATION RETURNS FOR YEARS 2016 AND BEYOND REMAIN SUBJECT TO EXAMINATION. 0 A I M CENTER PO BOX 11586 472 W MLKING BLVD CHATTANOOGA TN 37402 581718368 501(C)3 84960 TO DEVELOP SELF SUFFICIENCY SKILLS BIG BROTHERS BIG SISTERS 2015 BAILEY AVENUE CHATTANOOGA TN 37404 620586090 501(C)3 137208 PROVIDE CHILDREN FACING ADVERSITY WITH STRONG AND ENDURING, PROFESSIONALLY SUPPORTED ONE-TO-ONE BOY SCOUTS OF AMERICA 6031 LEE HIGHWAY CHATTANOOGA TN 37421 620475671 501(C)3 270984 TO HELP DEVELOPE SELF SUFFICIENCY SKILLS IN YOUTH BOYS AND GIRLS CLUBS 610 LINDSEY STREET CHATTANOOGA TN 37403 620557179 501(C)3 438238 TO HELP DEVELOPE SELF SUFFICIENCY SKILLS IN YOUTH CHAMBLISS CENTER FOR CHILDREN 315 GILLESPIE ROAD CHATTANOOGA TN 37411 620505514 501(C)3 149544 TO PREPARE CHILDREN TO ENTER KINDERGARDEN READY TO LEARN CHATTANOOGA UNITE VETERANS RESOURCE CENTER 180 HAMM ROAD CHATTANOOGA TN 37405 814937558 501(C)3 12600 VETERANS COALITION SUPPORT CHILDREN'S ACADEMY FOR EDUCATION 1800 S GREENWOOD AVENUE CHATTANOOGA TN 37404 620562853 501(C)3 77220 TO PREPARE CHILDREN TO ENTER KINDERGARTEN READY TO LEARN. COMMUNITIES IN SCHOOLS OF CATOOSA 2 BARNHARDT CIRCLE FT OGLETHORPE GA 30742 582437803 501(C)3 84996 TO PREPARE CHILDREN TO ENTER KINDERGARDEN READY TO LEARN COMMUNITY FOUNDATION OF GREATER CHATTANOOGA 1270 MARKET STREET CHATTANOOGA TN 37402 626045999 501(C)3 52617 AIDE FOR TORNADO VICTIMS COUNCIL FOR ALCOHOL & DRUG ABUSE 207 SPEARS AVENUE CHATTANOOGA TN 37405 620716063 501(C)3 35004 TO REMEDIATE SUBSTANCE ABUSE ISSUES EPILEPSY FOUNDATION OF SOUTHEAST TN ONE SISKIN PLAZA CHATTANOOGA TN 37403 581309190 501(C)3 27960 TO HELP PERSONS WITH EPILEPSY REMAIN SELF SUFFICIENT. FAMILY CRISIS CENTER PO BOX 252 LAFAYETTE GA 30728 582089789 501(C)3 18504 TO PROVIDE ASSISTANCE TO VICTIMS OF DOMESTIC VIOLENCE FAMILY PROMISE OF GREATER CHATTANOOGA 1184 BALDWIN STREET CHATTANOOGA TN 37403 311529222 501(C)3 13835 NEEDLIEST CASES FOUR POINTS INC 308 S CHEROKEE STREET LAFAYETTE GA 30728 311465829 501(C)3 12108 TO ASSIST WITH COURT SUPERVISED VISITATION. GIRLS INCORPORATED 709 S GREENWOOD AVENUE CHATTANOOGA TN 37404 620647145 501(C)3 207192 TO HELP DEVELOPE SELF SUFFICIENCY SKILLS IN YOUTH GOODWILL INDUSTRIES 3500 DODDS AVENUE CHATTANOOGA TN 37407 620544853 501(C)3 91896 TO DEVELOP SELF SUFFICIENCY SKILLS. GSC OF THE SOUTHERN APPALACHIANS 1936 DAYTON BOULEVARD CHATTANOOGA TN 37415 620518287 501(C)3 109620 TO HELP DEVELOP SELF SUFFICIENCY SKILLS IN YOUTH. HELEN ROSS MCNABB CENTER INC 601 CUMBERLAND STREET CHATTANOOGA TN 37404 620548914 501(C)3 286065 COMMUNITIES IN SCHOOLS, THERAPEUTIC PRESCHOOL, BUILDING STABLE LIVES COACHE, STABLE NEIGHBORS HEALTH COMMUNITIES JEWISH FEDERATION OF GR CHATTA PO BOX 8947 5461 N TERRACE CHATTANOOGA TN 37411 620475677 501(C)3 72827 TO HELP OLDER ADULTS MAINTAIN INDEPENDENCE AND TO SUPPORT THE ALEPH BET CHILDREN'S CENTER. LAFAYETTE AREA EMPTY STOCKING FUND PO BOX 567 LAFAYETTE GA 30728 581893551 501(C)3 5004 TO PROVIDE FAMILIES FOOD DURING HOLIDAYS. LITTLE MISS MAG EARLY LEARNING CENTER 214 WALNUT STREET CHATTANOOGA TN 37403 620483209 501(C)3 71112 TO PREPARE CHILDREN TO ENTER KINDERGARTEN READY TO LEARN. LEGAL AID OF EAST TN 535 CHESTNUT STREET SUITE 360 CHATTANOOGA TN 37402 589132803 501(C)3 20004 HOUSING LEGAL ASSISTANCE MARION COUNTY COMMUNITY MINISTRIES PO BOX 681 SEQUATCHIE TN 37374 621757532 501(C)3 9996 TO PROVIDE UTILITY ASSISTANCE. MAURICE KIRBY CHILD CARE CENTER PO BOX 11445 2500 S MARKET ST CHATTANOOGA TN 37408 620569477 501(C)3 30936 TO PREPARE CHILDREN TO ENTER KINDERGARTEN READY TO LEARN. NORTHSIDE NEIGHBORHOOD HOUSE PO BOX 4086 211 MINOR STREET CHATTANOOGA TN 37405 620481801 501(C)3 332123 TO HELP YOUTH AND FAMILIES BECOME MORE SELF SUFFICIENT ORANGE GROVE CENTER INC 615 DERBY STREET CHATTANOOGA TN 37404 620549365 501(C)3 325908 TO HELP PERSONS WITH DISABILITIES MAINTAIN THEIR INDEPENDENCE PARTNERSHIP FOR FAMILIES CHILDREN 1800 MCCALLIE AVENUE CHATTANOOGA TN 37404 620911679 501(C)3 603203 TO HELP FAMILIES MAINTAIN SELF SUFFICIENCY AND OLDER ADULTS MAINTAIN THEIR INDEPENDENCE PRO RE BONA EARLY LEARNING CENTER PO BOX 366 1707 DODDS AVENEUE CHATTANOOGA TN 37404 620586086 501(C)3 63384 TO PREPARE CHILDREN TO ENTER KINDERGARTEN READY TO LEARN. RINGGOLD METHODIST CHURCH 7484 NASHVILLE ST RINGGOLD GA 30736 581371712 501(C)3 12000 TO PROVIDE CHILDREN IN CATOOSA COUNTY FOOD ASSISTANCE PROGRAM. ROCK BRIDGE COMMUNITY CHURCH 121 W CRAWFORD STREET DALTON GA 30720 010592028 501(C)3 15508 RESTORE HOPE PROGRAM ROOM IN THE INN CHATTANOOGA 230 N HIGHLAND PARK AVENUE CHATTANOOGA TN 37404 621402358 501(C)3 24996 TO HELP HOMELESS WOMEN AND CHILDREN FIND HOUSING AND SERVICES SIGNAL CENTERS INC 109 N GERMANTOWN ROAD CHATTANOOGA TN 37411 620587285 501(C)3 234107 TO HELP PERSONS WITH DISABILITIES MAINTAIN THEIR INDEPENDENCE SMILES INC PO BOX 248 SOUTH PITTSBURG TN 37347 461816985 501(C)3 9996 TO PROVIDE DENTAL SERVICES. SPEECH AND HEARING CENTER 600 N HOLTZCLAW AVENUE STE 200 CHATTANOOGA TN 37404 620526644 501(C)3 140388 TO PROVIDE AUDIOLOGY AND SPEECH PATHOLOGY SERVICES TO CHILDREN AND FAMILIES ST LUKES INTERFAITH CLINIC 106 3RD STREET SOUTH SOUTH PITTSBURG TN 37380 272823445 501(C)3 1666 SMILES INC MEDICAL CLINIC THE BETHLEHEM CENTER 200 WEST 38TH STREET CHATTANOOGA TN 37410 626066210 501(C)3 56181 RESTORE HOPE PROGRAM THE SALVATION ARMY PO BOX 3359 800 MCCALLIE AVENUE CHATTANOOGA TN 37404 610452065 501(C)3 110581 TO HELP YOUTH AND FAMILIES BECOME MORE SELF SUFFICIENT TRI STATE FOOD PANTRY INC 2026 HIGHWAY 136 TRENTON GA 30752 203427202 501(C)3 13032 TO PROVIDE FOOD TO PERSONS IN NEED. UNITED WAY OF RHEA COUNTY PO BOX 669 DAYTON TN 37321 621349168 501(C)3 11806 NEEDLIEST CASES AND RESTORE HOPE PROGRAM VOLUNTEER COMMUNITY SCHOOL PO BOX 6277 506 SPEARS AVENUE CHATTANOOGA TN 37405 620846251 501(C)3 64392 TO PREPARE CHILDREN TO CHILDREN TO ENTER KINDERGARTEN READY TO LEARN. WALKER COUNTY 4-H PO BOX 827 102 E NAPIER STREET LAFAYETTE GA 30728 581696317 501(C)3 22382 TO HELP DEVELOP SELF SUFFICIENCY SKILLS IN YOUTH. WALTER BOEHM BIRTH DEFECTS CENTER 975 E THIRD STREET CHATTANOOGA TN 37403 510175126 501(C)3 30156 TO PROVIDE VARIOUS OTHER COMMUNITY SERVICES Y M C A 301 WEST SIXTH STREET CHATTANOOGA TN 37402 620475699 501(C)3 188004 TO HELP CHILDREN AND FAMILIES MAINTAIN HEALTHIER LIFESTYLES BOOKS DISTRIBUTED TO INDIVIDUAL FAMILIES 24061 461223 COST BOOKS FOR READING X X 0 0 0 0 0 0 0 0 0 LESLEY SCEARCE PRESIDENT 168944 0 0 0 0 0 13516 0 12583 0 195043 0 0 0 X 7 51467 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 FAMILY AND/OR BUSINESS RELATIONSHIPS EXIST BETWEEN THE FOLLOWING BOARD MEMBERS: FAMILY JOHN P. GUERRY ZAN GUERRY FAMILY LESLEY SCEARCE CAMDEN SCEARCE FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 WILL BE PROVIDED TO THE FINANCE COMMITTEE BEFORE BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE AGREEMENT IS SIGNED ANNUALLY BY THE STAFF, BOARD MEMBERS, AND COMMITTEE MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 FOR COMPENSATION OF CEO THE COMPENSATION COMMITTEE REVIEW INCLUDES ONE SECTOR AND AT LEAST ONE OUTSIDE SURVEY, SUCH AS: "MOST RECENT ANNUAL GUIDESTAR COMPENSATION REPORT "THE UNITED WAY WORLDWIDE SALARY GUIDE & "THE NONPROFIT TIMES NONPROFIT SALARY & BENEFITS REPORT PERFORMANCE REVIEW - CONDUCTED BY THE BOARD'S PERSONNEL/HR COMMITTEE "PRESIDENT/CEO PREPARES A WRITTEN REPORT FOR THE COMPENSATION COMMITTEE THAT DOCUMENTS PROGRESS TOWARDS ORGANIZATIONAL GOALS SET FOR THE PREVIOUS YEAR IN ALL AREAS OF THE UWGC. "AN INTERVIEW WITH THE CEO IS HELD TO REVIEW THE PROGRESS OF THE PREVIOUS YEAR REVIEW COMPENSATION SURVEY REPORTS THAT RELATE TO THE CEO POSITION, ASK QUESTIONS AND DISCUSS PRIORITIES FOR THE UPCOMING YEAR. "THE PERSONNEL COMMITTEE MEETS WITHOUT THE CEO TO DISCUSS COMPENSATION FOR THE UPCOMING YEAR. A COPY OF THEIR RECOMMENDATION IS SENT FROM THE PERSONNEL COMMITTEE CHAIR TO THE UWGC'S CHIEF FINANCIAL OFFICER. FOR KEY EMPLOYEES: COMPENSATION REVIEW: UWGC USES THE SAME COMPENSATION REVIEW SURVEYS TO MONITOR STAFF SALARIES AS IS USED TO MONITOR THE PRESIDENT/CEO SALARY. WE TARGET TO MAINTAIN SALARIES AROUND THE MEDIAN FOR EACH POSITION, AS DEMONSTRATED BY THE ABOVE REVIEWS. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS AND POLICIES ARE KEPT IN-HOUSE AND GIVEN TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE PERFORMS THE DUTIES OF THE AUDIT COMMITTEE. THESE DUTIES INCLUDE (A) SELECTING AND APPROVING THE AUDIT FIRM; (B) MEETING WITH THE AUDITORS PRIOR TO THE AUDIT TO DISCUSS THE TIMING AND CONDUCT OF THE AUDIT; (C) MEETING WITH THE AUDITORS AT THE CONCLUSION OF THE FIELD WORK TO DISCUSS THE AUDIT FINDINGS; AND (D) REPORTING THOSE FINDINGS TO THE FULL BOARD OF DIRECTORS.