2021-11-15T10:51:40-06:00 2021-06-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2020-07-01 060646653 UNITED WAY INC UNITED WAY OF CENT & NE CONNECTICUT UNIT 8604936800 30 LAUREL STREET HARTFORD CT 06106 PAULA GILBERTO PRESIDENT & CEO 8604936800 2021-11-09 1 PAULA GILBERTO 999009999 LORI ROTHE YOKOBOSKY CPA P01273422 9592007000 2021-11-09 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT PAULA GILBERTO 30 LAUREL STREET HARTFORD CT 06106 20755183 0 X WWW.UNITEDWAYINC.ORG X 1924 CT TO ENGAGE PEOPLE TO IMPROVE LIVES AND CHANGE COMMUNITY CONDITIONS. 30 30 52 7486 0 0 15561883 13720485 0 0 751759 1663015 27356 72049 16340998 15455549 11949458 10349553 0 0 2577762 3326360 0 0 2343488 1883580 1914852 16410800 15590765 -69802 -135216 33178720 33638932 13819860 10791475 19358860 22847457 X UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT MOBILIZES PEOPLE AND ORGANIZATIONS TO GIVE, ADVOCATE AND VOLUNTEER TO HELP CHILDREN SUCCEED, ENSURE FAMILIES ARE HEALTHY AND FINANCIALLY SECURE, AND PROVIDE ACCESS TO BASIC NEEDS. 0 0 2415049 2415049 DONOR DESIGNATIONS: THROUGH THE UWCNCT COMMUNITY CAMPAIGN, DONORS CAN DIRECT THEIR GIFTS TO ANY QUALIFIED ORGANIZATION IN THE UNITED STATES OVER WHICH UWCNCT EXERCISES/RETAINS NO DISCRETION AS TO USE DUE TO DONOR INSTRUCTION. IN ORDER TO QUALIFY, AN ORGANIZATION MUST MEET THE FOLLOWING THREE CRITERIA: (1) FULLY TAX EXEMPT, (2) DONATIONS ARE 100% TAX DEDUCTIBLE, (3) IN FULL COMPLIANCE WITH FEDERAL PATRIOT ACT LAW. 1575000 1575000 EDUCATION - YOUNG PEOPLE GRADUATE FROM HIGH SCHOOL COLLEGE AND CAREER READY: OUR UNITED WAY HELPS PREPARE YOUTH FOR ACADEMIC SUCCESS WITH AN EMPHASIS ON SCHOOL READINESS AND EARLY CHILDHOOD EDUCATION, MEETING APPROPRIATE GRADE-LEVEL READING BENCHMARKS, AND SUCCESSFUL TRANSITIONS FROM MIDDLE SCHOOL TO HIGH SCHOOL. WE BELIEVE THAT THESE COMPREHENSIVE APPROACHES TO ADDRESSING PRE-KINDERGARTEN THROUGH EIGHTH GRADE STUDENT ACHIEVEMENT WILL PROVIDE A SOLID FOUNDATION LEADING TO STUDENTS COMPLETING HIGH SCHOOL ON TIME AND WITH THE SKILLS NEEDED TO BE SUCCESSFUL IN COLLEGE AND BEYOND. 753000 753000 BASIC NEEDS - INDIVIDUALS AND FAMILIES HAVE BASIC SUPPORTS: WE PROVIDE SUPPORT FOR EMERGENCY SERVICES SUCH AS FOOD, SHELTER, DISASTER RELIEF SERVICES, BASIC MATERIAL NEEDS AND SUPPORT FOR SURVIVORS OF SEXUAL ASSAULT OR DOMESTIC VIOLENCE. IN ADDITION WE PROVIDE INFORMATION AND REFERRAL, AND ASSISTANCE TO INDIVIDUALS IN TIMES OF CRISIS SUCH AS THE RECENT COVID-19 PANDEMIC. 6488918 4953504 OTHER PROGRAM SERVICES 653000 653000 FINANCIAL SECURITY FAMILIES ARE FINANCIALLY SECURE: OUR UNITED WAY HELPS FAMILIES BUILD FINANCIAL SECURITY BY HELPING PEOPLE GET CONNECTED TO GOOD JOBS, WITH AN EMPHASIS ON MEETING EMPLOYER NEEDS FOR A COMPETITIVE WORKFORCE BY ENSURING ADULTS HAVE THE TRAINING AND SKILLS NEEDED TO GET A JOB AND ADVANCE TO FAMILY-SUSTAINING WAGES. WE ALSO HELP INDIVIDUALS INCREASE FINANCIAL STABILTY THROUGH FINANCIAL COACHING SERVICES AND CONNECTIONS TO INCOME SUPPORTS. 7141918 5606504 11884967 1 1 0 0 0 1 0 0 0 1 1 1 0 0 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 21 0 1 52 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 30 30 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CT X X STEFANIE BOLES 8604936800 30 LAUREL STREET HARTFORD CT 06106 ANDEN R UTZINGER BOARD MEMBER 0.30 X 0 0 0 BIMAL PATEL OUTGOING BOARD MEMBER 0.20 X 0 0 0 COLLEEN A MCGUIRE BOARD MEMBER 0.20 X 0 0 0 COURTNEY JINJIKA BOARD MEMBER 0.20 X 0 0 0 CYNTHIA A RYAN OUTGOING BOARD MEMBER 0.20 X 0 0 0 DONALD ALLAN JR BOARD CHAIR 1.00 X X 0 0 0 DONNA L SODIPO BOARD MEMBER 0.20 X 0 0 0 DR JACQUELYNN GAROFANO BOARD MEMBER 0.20 X 0 0 0 ERIC B GALVIN BOARD MEMBER 0.20 X 0 0 0 ERIC D DANIELS OUTGOING BOARD MEMBER 0.20 X 0 0 0 JAIME YOUNG BOARD MEMBER 0.20 X 0 0 0 JAMES P O'MEARA BOARD MEMBER 1.00 X 0 0 0 JENNIFER L SHANLEY BOARD MEMBER 0.20 X 0 0 0 LUIS A VALDEZ-JIMENEZ OUTGOING BOARD MEMBER 0.20 X 0 0 0 MARIO D CONJURA BOARD MEMBER 0.20 X 0 0 0 MAUREEN WATERSON BOARD MEMBER 0.20 X 0 0 0 MICHAEL J AUSERE BOARD TREASURER 0.50 X X 0 0 0 NATALIE B CORBETT BOARD MEMBER 0.20 X 0 0 0 NATALIE B MORRIS BOARD MEMBER 0.40 X 0 0 0 NETI GUZMAN BOARD MEMBER 0.20 X 0 0 0 PAUL A DUFF BOARD MEMBER 0.20 X 0 0 0 PETER COLLINS BOARD MEMBER 0.20 X 0 0 0 RICHARD J TAVOLIERI BOARD MEMBER 0.30 X 0 0 0 ROBERT A KOSIOR BOARD MEMBER 0.20 X 0 0 0 ROSHAN N PATEL BOARD MEMBER 0.20 X 0 0 0 SHAWN J MAYNARD BOARD MEMBER 0.40 X 0 0 0 SHELLYE DAVIS BOARD MEMBER 0.30 X 0 0 0 STEVEN J CASEY BOARD MEMBER 0.20 X 0 0 0 SUSAN C FREEDMAN BOARD MEMBER 0.20 X 0 0 0 TIMOTHY RESTALL JR BOARD MEMBER 0.20 X 0 0 0 VENTON B FORBES BOARD MEMBER 0.70 X 0 0 0 VI R SMALLEY ESQ BOARD MEMBER 0.30 X 0 0 0 VICKY PACE BOARD MEMBER 0.30 X 0 0 0 WILLIAM F DOWLING BOARD MEMBER 0.20 X 0 0 0 PAULA S GILBERTO PRESIDENT & SECRETARY/CEO 52.00 X 197427 0 32499 STEFANIE BOLES COO 52.00 X 144867 0 34082 ELIZABETH BUCZYNSKI DIRECTOR OF COMMUNITY INVESTMENT 52.00 X 107324 0 8432 JENNIFER GIFFORD VP OF COMMUNITY RESOURCES 52.00 X 135062 0 35789 MAURA COOK SR DIRECTOR OF MKTG & ENGAGEMENT 52.00 X 108879 0 11930 JESSE MEJIA DIRECTOR OF WORKPLACE GIVING 52.00 X 100705 0 2871 794264 0 125603 6 0 1 0 CONNECTICUT CENTER FOR ADVANCED TECHNOLO 222 PITKIN STREET SUITE 101 EAST HARTFORD CT 06108 CONSULTANTS 375226 UNITED WAY WORLDWIDE 701 N FAIRFAX STREET ALEXANDRIA VA 22314 MARKETING, 270462 DEMARCO MANAGEMENT CORPORATION 117 MURPHY ROAD HARTFORD CT 06114 BUILDING MAINTENANCE 111375 3 68589 58176 576506 13017214 148644 13720485 966892 966892 89141 0 89141 89141 89141 5972959 5276836 696123 696123 696123 5706 58176 22798 -17092 -17092 15455549 0 0 1735064 10349553 10349553 400534 108804 84227 207503 2118958 584421 398143 1136394 211140 64472 40354 106314 351832 76984 143062 131786 243896 89754 8568 145574 18679 9356 5688 3635 3862 599 2250 1013 65885 3735 55828 6322 25000 25000 347980 71024 161971 114985 226309 30564 96 195649 100020 11572 40220 48228 95937 26024 46375 23538 286282 142237 87075 56970 3267 1245 439 1583 203479 53984 58137 91358 162194 75156 57839 29199 93354 25180 58391 9783 DONATED SUPPLIES 148644 148644 AWARDS, SPONSORSHIPS & 69451 3010 58644 7797 RENTAL AND MAINTENANCE 32377 8634 9293 14450 DUES & SUBSCRIPTIONS 32132 15 20710 11407 15590765 11884967 1362310 2343488 363 363 4249047 2908069 3884471 2702856 294342 148466 276730 84440 4498884 3734032 856750 764852 16649778 18221119 6931458 8772986 35781 35781 33178720 33638932 3433550 1829946 2427861 2109663 724252 7958449 6127614 13819860 10791475 X 10977364 12629683 8381496 10217774 19358860 22847457 33178720 33638932 X -135216 1456037 2167776 X X 0 1 X 1 0 X 20360474 17637535 17139164 15561883 13847156 84546212 20360474 17637535 17139164 15561883 13847156 84546212 4749271 79796941 803372 950057 1095756 978989 1056033 4884207 230321 209687 235031 5706 680745 90111164 3718763 0.88550 0.87690 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING EVENTS - 2016 AMOUNT: $ 230,321. 2017 AMOUNT: $ 209,687. 2018 AMOUNT: $ 235,031. 2020 AMOUNT: $ 5,706. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 30881 1 1 16649777 2571341 1000000 18221118 16887062 362715 600000 16649777 16668925 818137 600000 16887062 16802596 466329 600000 16668925 16108865 1143731 450000 16802596 0.93200 0.06800 0 0 3323 3323 3468081 2774713 693368 1027480 959319 68161 764852 INVESTMENTS HELD IN TRUST BY OTHERS 8772986 C 8772986 AGENCY PROGRAM SUPPORT PAYABLE 5368405 DONOR DESIGNATIONS PAYABLE 759209 6127614 X 16792532 1456037 130421 2167776 3754234 13038298 25000 2392251 2417251 15455549 13303935 130421 22798 153219 13150716 25000 2415049 2440049 15590765 PART V, LINE 4: THE ENDOWMENT IS DESIGNED TO PRESERVE THE REAL VALUE OF THE UNRESTRICTED INVESTMENT RESERVES OVER TIME WHILE PROVIDING A MODEST LEVEL OF INCOME FOR CURRENT OPERATING NEEDS. PART X, LINE 2: UWCNCT HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2021 AND 2020. UWCNCT'S FEDERAL AND STATE INFORMATION RETURNS PRIOR TO FISCAL YEAR 2018 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF UWCNCT HAS UNRELATED BUSINESS INCOME TAXES, UWCNCT WILL RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENT OF FINANCIAL POSITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST 326,248. CHANGE IN INVESTMENTS HELD IN TRUST BY OTHERS 1,841,528. PART XI, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS DESIGNATED BY DONORS 2,415,049. FUNDRAISING EXPENSES -22,798. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 22,798. PART XII, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS DESIGNATED BY DONORS 2,415,049. GOLF OUTING 63882 58176 5706 1331 10640 4375 6452 63882 58176 5706 1331 10640 4375 6452 22798 -17092 1 ACCESS COMMUNITY ACTION AGENCY 1315 MAIN STREET SUITE 2 WILLIMANTIC CT 06226 060801861 501(C)(3) 10000 DONOR DESIGNATED GIFTS ALS ASSOCIATION CT CHAPTER 4 OXFORD ROAD SUITE E4 MILFORD CT 064603850 043417472 501(C)(3) 15864 DONOR DESIGNATED GIFTS ALZHEIMER'S ASSN - CT CHAPTER 200 EXECUTIVE BOULEVARD SUITE 4B SOUTHINGTON CT 064891058 421540769 501(C)(3) 10111 DONOR DESIGNATED GIFTS AMERICA CHARITIES LISTINGS 14150 NEWBROOK DRIVE SUITE 340 CHANTILLY VA 20151 541517707 501(C)(3) 28744 DONOR DESIGNATED GIFTS AMERICAN CANCER SOCIETY FOUNDATION 825 BROOK STREET BLD 3 ROCKY HILL CT 06067 131788491 501(C)(3) 13581 DONOR DESIGNATED GIFTS AMERICAN HEART ASSOCIATION 5 BROOKSIDE DRIVE WALLINGFORD CT 064921822 135613797 501(C)(3) 6209 DONOR DESIGNATED GIFTS AMERICAN RED CROSS 1501 SOUTH BRAND BOULEVARD GLENDALE CA 91204 530196605 501(C)(3) 205095 DONOR DESIGNATED GIFTS AMERICA'S BEST CHARITIES 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 943067804 501(C)(3) 144108 DONOR DESIGNATED GIFTS BOYS & GIRLS CLUBS OF HARTFORD 170 SIGOURNEY STREET HARTFORD CT 06105 066026005 501(C)(3) 144614 DONOR DESIGNATED GIFTS CANCER COUCH FOUNDATION INC 53 ENNIS LANE FAIRFIELD CT 068246489 811529788 501(C)(3) 7500 DONOR DESIGNATED GIFTS CAPITAL WORKFORCE PARTNERS ONE UNION PLACE 3RD FLOOR HARTFORD CT 061031400 061013293 501(C)(3) 100015 DONOR DESIGNATED GIFTS CATHOLIC CHARITIES DIOCESE OF NORWICH 331 MAIN STREET NORWICH CT 06360 060646609 501(C)(3) 25158 DONOR DESIGNATED GIFTS CATHOLIC CHARITIES INC ARCHDIOCESE OF HARTFORD HARTFORD CT 061052801 060667607 501(C)(3) 377695 DONOR DESIGNATED GIFTS CCARC INC 950 SLATER ROAD NEW BRITAIN CT 060531658 066011543 501(C)(3) 33212 DONOR DESIGNATED GIFTS CHARTER OAK INTERNATIONAL ACADEMY 425 OAKWOOD AVENUE WEST HARTFORD CT 06110 066002124 501(C)(3) 14000 DONOR DESIGNATED GIFTS CITADEL OF LOVE THE TABERNACLE OF CELEBRATION PRAS PO BOX 1932 HARTFORD CT 06144 061441758 501(C)(3) 7499 DONOR DESIGNATED GIFTS CITY OF NEW BRITAIN BOARD OF EDUCATION 272 MAIN STREET NEW BRITAIN CT 06051 222486319 501(C)(3) 112500 DONOR DESIGNATED GIFTS COLONIAL POINT CHRISTIAN CHURCH 855 CHAPEL ROAD SOUTH WINDSOR CT 060744252 061553246 501(C)(3) 9370 DONOR DESIGNATED GIFTS COMMUNITY HEALTH CHARITIES OF NEW ENGLAND 1199 NORTH FAIRFAX STREET SUITE 600 ALEXANDRIA VA 22314 066079596 501(C)(3) 44299 DONOR DESIGNATED GIFTS CONNECTICUT CHILDREN'S MEDICAL CENTER FOUNDATION 282 WASHINGTON STREET HARTFORD CT 061063322 060646755 501(C)(3) 9366 DONOR DESIGNATED GIFTS CONNECTICUT COALITION TO END HOMELESSNESS 257 LAWRENCE STREET HARTFORD CT 061061430 061126880 501(C)(3) 51290 DONOR DESIGNATED GIFTS CONNECTICUT FOOD BANK INC 2 RESEARCH PARKWAY WALLINGFORD CT 06492 061063025 501(C)(3) 35158 DONOR DESIGNATED GIFTS CONNECTICUT HUMANE SOCIETY 169 OLD COLCHESTER ROAD QUAKER HILL CT 063750041 060667605 501(C)(3) 8444 DONOR DESIGNATED GIFTS CONNECTICUT PUBLIC BROADCASTING INC 1049 ASYLUM AVENUE HARTFORD CT 061052432 060758938 501(C)(3) 6422 DONOR DESIGNATED GIFTS CONNECTICUT RIVERS COUNCIL BOY SCOUTS OF AMERICA 60 DARLIN STREET EAST HARTFORD CT 061083256 060662110 501(C)(3) 9309 DONOR DESIGNATED GIFTS CONNECTICUT SCIENCE CENTER 250 COLUMBUS BLVD HARTFORD CT 06103 061538101 501(C)(3) 7251 DONOR DESIGNATED GIFTS CONNECTIKIDS WEST MIDDLE SCHOOL HARTFORD CT 061052805 061035985 501(C)(3) 75153 DONOR DESIGNATED GIFTS CORNERSTONE FOUNDATION PO BOX 3 VERNON CT 060660003 222587192 501(C)(3) 8119 DONOR DESIGNATED GIFTS COVENANT PREPARTORY SCHOOL 135 BROAD ST HARTFORD CT 06105 743238578 501(C)(3) 31623 DONOR DESIGNATED GIFTS CT LEGAL SERVICES-HARTFORD 62 WASHINGTON STREET MIDDLETOWN CT 06457 060955461 501(C)(3) 17769 DONOR DESIGNATED GIFTS DANA FARBER CANCER INSTITUTE 450 BROOKLINE AVENUE BP418 BOSTON MA 02215 042263040 501(C)(3) 7542 DONOR DESIGNATED GIFTS DEEP RIVER CONGREGATIONAL CHURCH PO BOX 246 DEEP RIVER CT 064170246 066038248 501(C)(3) 6689 DONOR DESIGNATED GIFTS DOLLYWOOD FOUNDATION 111 DOLLYWOOD LANE PIGEON FORD TN 37863 621348105 501(C)(3) 8903 DONOR DESIGNATED GIFTS EARTH SHARE 7735 OLD GEORGEROWN ROAD SUITE 900 BETHESDA MD 20814 223151372 501(C)(3) 9336 DONOR DESIGNATED GIFTS EAST HARTFORD PUBLIC SCHOOLS 1110 MAIN STREET EAST HARTFORD CT 06108 066001989 501(C)(3) 210236 DONOR DESIGNATED GIFTS EDUCATIONAL RESOURCES FOR CHILDREN INC 174 SOUTH ROAD 200 ENFIELD CT 060824414 030399205 501(C)(3) 105590 DONOR DESIGNATED GIFTS EPISTEIX INC 2730 SIDNEY STREET SUITE 300 PITTSBURGH PA 15203 832291788 501(C)(3) 50000 DONOR DESIGNATED GIFTS FOODSHARE INC 450 WOODLAND AVENUE BLOOMFIELD CT 060021342 222474771 501(C)(3) 161075 DONOR DESIGNATED GIFTS FOOTBALL FOR ALL 35 GIBSON ROAD MILFORD CT 851210581 851210581 501(C)(3) 19800 DONOR DESIGNATED GIFTS FORGOTTEN FELINES INC PO BOX 734 CLINTON CT 064130734 061368285 501(C)(3) 5143 DONOR DESIGNATED GIFTS GLOBAL IMPACT PO BOX 10 RED HOOK NY 12571 521273585 501(C)(3) 26017 DONOR DESIGNATED GIFTS GREATER HARTFORD ARTS COUNCIL 100 PEARL STREET HARTFORD CT 06103 237111486 501(C)(3) 15985 DONOR DESIGNATED GIFTS GREATER HARTFORD LEGAL AID INC 999 ASYLUM AVENUE 3RD FLOOR HARTFORD CT 061052465 060730611 501(C)(3) 100670 DONOR DESIGNATED GIFTS GREATER TWIN CITIES UNITED WAY 404 S 8TH STREET MINNELOPIS MN 554041027 411973442 501(C)(3) 23616 DONOR DESIGNATED GIFTS HARC INC 900 ASYLUM AVENUE HARTFORD CT 061051985 060710289 501(C)(3) 156090 DONOR DESIGNATED GIFTS HARTFORD AREA HABITAT FOR HUMANITY 780 WINDSOR STREET HARTFORD CT 061441933 061253049 501(C)(3) 5690 DONOR DESIGNATED GIFTS HARTFORD FOOD SYSTEM 190 WETHERSFIELD AVENUE HARTFORD CT 06114 060991880 501(C)(3) 15202 DONOR DESIGNATED GIFTS HARTFORD HEALTHCARE AT HOME INC 1290 SILAS DEANE HIGHWAY STE 4B WETHERSFIELD CT 061094337 060646938 501(C)(3) 211528 DONOR DESIGNATED GIFTS HARTFORD YOUTH SCHOLARS FOUNDATION INC 129 ALLEN PLACE HARTFORD CT 061063103 203495171 501(C)(3) 6036 DONOR DESIGNATED GIFTS HARTFORD'S CAMP COURANT 285 BROAD STREET HARTFORD CT 061153785 061018155 501(C)(3) 30782 DONOR DESIGNATED GIFTS HILLSIDE HOSPITAL 690 COURTENAY DRIVE ATLANTA GA 30306 580603148 501(C)(3) 6351 DONOR DESIGNATED GIFTS HISPANIC HEALTH COUNCIL 175 MAIN STREET HARTFORD CT 061061818 061018979 501(C)(3) 162191 DONOR DESIGNATED GIFTS HOLCOMB FARM INC 113 SIMSBURY ROAD WEST GRANBY CT 06090 061384197 501(C)(3) 6430 DONOR DESIGNATED GIFTS HUMAN RESOURCES AGENCY OF NEW BRITAIN 180 CLINTON STREET NEW BRITAIN CT 060533512 060954802 501(C)(3) 342359 DONOR DESIGNATED GIFTS INTERVAL HOUSE PO BOX 340207 HARTFORD CT 061340207 060960005 501(C)(3) 122334 DONOR DESIGNATED GIFTS JEWISH FAMILY SERVICE OF GREATER HARTFORD 333 BLOOMFIELD AVENUE SUITE A WEST HARTFORD CT 061171500 060653062 501(C)(3) 7593 DONOR DESIGNATED GIFTS JOURNEY HOME 255 MAIN ST 2ND FLOOR HARTFORD CT 06106 800143570 501(C)(3) 57659 DONOR DESIGNATED GIFTS JUVENILE DIABETES RESEARCH FOUNDATION 20 BATTERSON PARK ROAD 3RD FLOOR FARMINGTON CT 06032 231907729 501(C)(3) 11507 DONOR DESIGNATED GIFTS LADY OF FATIMA CATHOLIC ACADEMY 225 DANBURY ROAD WILTON CT 06897 841991256 501(C)(3) 49600 DONOR DESIGNATED GIFTS LEADERSHIP GREATER HARTFORD 30 LAUREL STREET HARTFORD CT 06106 061167174 501(C)(3) 31894 DONOR DESIGNATED GIFTS LISC CONNECTICUT 75 CHARTER OAK AVENUE SUITE 2-250 HARTFORD CT 06106 133030229 501(C)(3) 12500 DONOR DESIGNATED GIFTS LITERACY VOLUNTEERS OF CENTRAL CONNECTICUT 20 HIGH STREET NEW BRITAIN CT 06051 222527030 501(C)(3) 20574 DONOR DESIGNATED GIFTS LITERACY VOLUNTEERS OF GREATER HARTFORD 30 ARBOR STREET SOUTH BUILDING HARTFORD CT 06106 237237570 501(C)(3) 52245 DONOR DESIGNATED GIFTS MANCHESTER AREA CONFERENCE OF CHURCHES 466 MAIN STREET MANCHESTER CT 060453804 237354956 501(C)(3) 6923 DONOR DESIGNATED GIFTS MANCHESTER PUBLIC SCHOOLS 45 NORTH SCHOOL STREET MANCHESTER CT 06042 066002029 501(C)(3) 207726 DONOR DESIGNATED GIFTS MANDELL JEWISH COMMUNITY CENTER 335 BLOOMFIELD AVENUE WEST HARTFORD CT 06117 060662142 501(C)(3) 11886 DONOR DESIGNATED GIFTS MERIDEN NEW BRITAIN BERLIN YMCA 50 HIGH STREET NEW BRITAIN CT 06051 060646977 501(C)(3) 60259 DONOR DESIGNATED GIFTS MIDDLESEX UNITED WAY 100 RIVERVIEW CENTER SUITE 230 MIDDLETOWN CT 064572862 060665170 501(C)(3) 107441 DONOR DESIGNATED GIFTS MINISTERIAL HEALTH FELLOWSHIP 440 WEST STREET MIDDLETOWN CT 06457 203073111 501(C)(3) 19000 DONOR DESIGNATED GIFTS MY SISTERS PLACE INC 237 HAMILTON STREET SUITE 203 HARTFORD CT 061062977 061079879 501(C)(3) 13005 DONOR DESIGNATED GIFTS MYELIN PROJECT 16123 WEST SUNSET BOULEVARD UNIT 101 PACIFIC PALISADES CA 902723576 521545992 501(C)(3) 5376 DONOR DESIGNATED GIFTS NATIONAL MULTIPLE SCLEROSIS SOCIETY WESTERN CONNECTICUT CHAPTER HARTFORD CT 061121259 060792055 501(C)(3) 5688 DONOR DESIGNATED GIFTS NEIGHBOR TO NATION - 1199 NORTH FAIRFAX STREET STE 600 ALEXANDRIA VA 22314 541879282 501(C)(3) 5090 DONOR DESIGNATED GIFTS NETWORK AGAINST DOMESTIC ABUSE OF NORTH CENTRAL CT INC 139 HAZARD AVENUE BUILDING 3 ENFIELD CT 06082 222670688 501(C)(3) 45238 DONOR DESIGNATED GIFTS NORTE DAME HEALTH AND RABILIATION CENTER 76 WEST ROCKS ROAD NORWALK CT 06851 060685115 501(C)(3) 9900 DONOR DESIGNATED GIFTS NORTHWEST CATHOLIC HIGH SCHOOL FOUNDATION 29 WAMPANOAG DRIVE WEST HARTFORD CT 061171299 066079624 501(C)(3) 8055 DONOR DESIGNATED GIFTS NUTMEG BIG BROTHERSBIG SISTERS 30 LAUREL STREET 3RD FLOOR HARTFORD CT 06106 060850379 501(C)(3) 67758 DONOR DESIGNATED GIFTS OM FOUNDATION SRI SAI SPIRITUAL CENTER 749 OLD SAY BROOK ROAD-UNIT A101 MIDDLETOWN CT 06457 263534277 501(C)(3) 14710 DONOR DESIGNATED GIFTS OPPORTUNITIES INDUSTRIALIZATION CENTER OF NEW BRITAIN INC (OIC) 114 NORTH STREET NEW BRITAIN CT 060511918 060876897 501(C)(3) 27503 DONOR DESIGNATED GIFTS OUR COMPANIONS DOMESTIC ANIMAL SANCTUARY INC PO BOX 956 MANCHESTER CT 060450956 412047734 501(C)(3) 21208 DONOR DESIGNATED GIFTS OUR PIECE OF THE PIE - OPP 20-28 SARGEANT STREET HARTFORD CT 06105 060939659 501(C)(3) 263844 DONOR DESIGNATED GIFTS PATHWAYSSENDEROS 43 VIETS STREET NEW BRITAIN CT 060533948 061401224 501(C)(3) 25952 DONOR DESIGNATED GIFTS PROTECTORS OF ANIMALS INC 144 MAIN STREET UNIT O EAST HARTFORD CT 061183239 060959891 501(C)(3) 5679 DONOR DESIGNATED GIFTS PROVIDENCE COLLEGE 1 CUNNINGHAM SQUARE PROVIDENCE RI 02918 050525893 501(C)(3) 6225 DONOR DESIGNATED GIFTS PRUDENCE CRANDALL CENTER 594 BURRITT STREET NEW BRITAIN CT 06053 060968557 501(C)(3) 35183 DONOR DESIGNATED GIFTS SALVATION ARMY 855 ASYLUM AVENUE HARTFORD CT 061420628 135562351 501(C)(3) 318609 DONOR DESIGNATED GIFTS SENIORS JOB BANK 50 SOUTH MAIN STREET WEST HARTFORD CT 061072408 364748147 501(C)(3) 5350 DONOR DESIGNATED GIFTS SERVICES FOR THE ELDERLY OF FARMINGTON 321 NEW BRITAIN AVENUE UNIONVILLE CT 060851041 060860153 501(C)(3) 28923 DONOR DESIGNATED GIFTS SEXUAL ASSAULT CRISIS CENTER OF EASTERN CT PO BOX 24 WILLIMANTIC CT 062260024 061033609 501(C)(3) 12600 DONOR DESIGNATED GIFTS SIMSBURY UNITED METHODIST CHURCH 799 HOPEMEADOW STREET SIMSBURY CT 060701821 222487294 501(C)(3) 5558 DONOR DESIGNATED GIFTS SOUTH PARK INN EMERGENCY SHELTER 75 MAIN STREET HARTFORD CT 06106 061083735 501(C)(3) 81244 DONOR DESIGNATED GIFTS SPECIAL OLYMPICS CONNECTICUT INC 2666 STATE STREET SUITE 1 HAMDEN CT 06517 237099756 501(C)(3) 14084 DONOR DESIGNATED GIFTS SPOKANE COUNTY UNITED WAY 920 NORTH WASHINGTON STREET SUITE 100 SPOKANE WA 992012229 910606058 501(C)(3) 11882 DONOR DESIGNATED GIFTS ST JAMES EPISCOPAL CHURCH 3 MOUNTAIN ROAD FARMINGTON CT 060322339 060773790 501(C)(3) 6923 DONOR DESIGNATED GIFTS ST JAMES SCHOOL 73 PARK STREET MANCHESTER CT 06040 510151112 501(C)(3) 15294 DONOR DESIGNATED GIFTS ST JAMES'S EPISCOPAL CHURCH 19 WALDEN STREET WEST HARTFORD CT 06107 060646602 501(C)(3) 6910 DONOR DESIGNATED GIFTS ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)(3) 14955 DONOR DESIGNATED GIFTS STERLING ELEMENTARY SCHOOL 9601 CHINA GROVE CHURCH ROAD PINEVILLE NC 28134 581661795 501(C)(3) 50000 DONOR DESIGNATED GIFTS THE ARC OF FARMINGTON VALLEY (FAVARH) 225 COMMERCE DRIVE CANTON CT 060191099 066011136 501(C)(3) 42937 DONOR DESIGNATED GIFTS THE CENTER FOR LEADERSHIP & JUSTICE 47 VINE STREET HARTFORD CT 06112 060689693 501(C)(3) 40090 DONOR DESIGNATED GIFTS THE LATINO WAY 1965 MAIN ST EAST HARTFORD CT 061183239 501(C)(3) 146500 DONOR DESIGNATED GIFTS THE VILLAGE FOR FAMILIES & CHILDREN 1680 ALBANY AVENUE HARTFORD CT 061051099 060668594 501(C)(3) 732783 DONOR DESIGNATED GIFTS TOWN OF BLOOMFIELD 800 BLOOMFIELD AVENUE BLOOMFIELD CT 06002 501(C)(3) 10000 DONOR DESIGNATED GIFTS TOWN OF WINDHAM- BOARD OF EDUCATION 322 PROSPECT STREET WILLIMANTIC CT 06226 061201204 501(C)(3) 90000 DONOR DESIGNATED GIFTS TRINITY COVENANT CHURCH 302 HACKMATACK STREET MANCHESTER CT 06040 060867977 501(C)(3) 5446 DONOR DESIGNATED GIFTS UNITED LABOR AGENCY(JOHN J DRISCOLL ULA) 56 TOWN LINE ROAD ROCKY HILL CT 060671241 060987695 501(C)(3) 51360 DONOR DESIGNATED GIFTS UNITED WAY MERIDEN & WALLINGFORD 35 PLEASANT STREET SUITE 1E MERIDEN CT 064505786 060646714 501(C)(3) 16669 DONOR DESIGNATED GIFTS UNITED WAY OF CENTRAL OKLAHOMA 1444 NORTHWEST 28TH STREET OKLAHOMA CITY OK 731060837 730589829 501(C)(3) 7649 DONOR DESIGNATED GIFTS UNITED WAY OF CONNECTICUT 1344 SILAS DEANE HIGHWAY ROCKY HILL CT 060671342 061084194 501(C)(3) 206587 DONOR DESIGNATED GIFTS UNITED WAY OF GREATER ATLANTA 40 COURTLAND STREET NE SUITE 300 ATLANTA GA 30303 580566194 501(C)(3) 7410 DONOR DESIGNATED GIFTS UNITED WAY OF GREATER NEW HAVEN 370 JAMES STREET SUITE 403 NEW HAVEN CT 065133091 060646761 501(C)(3) 19804 DONOR DESIGNATED GIFTS UNITED WAY OF GREATER WATERBURY 100 NORTH ELM STREET 2ND FLOOR WATERBURY CT 067021512 060646634 501(C)(3) 7048 DONOR DESIGNATED GIFTS UNITED WAY OF KING COUNTY 720 SECOND AVENUE SEATTLE WA 981041702 910565555 501(C)(3) 5237 DONOR DESIGNATED GIFTS UNITED WAY OF MARTIN COUNTY INC PO BOX 362 STUART FL 349950362 591051699 501(C)(3) 18465 DONOR DESIGNATED GIFTS UNITED WAY OF NORTHERN NEW JERSEY PO BOX 1948 BRIDGEWATER NJ 08807 221487247 501(C)(3) 26020 DONOR DESIGNATED GIFTS UNITED WAY OF NORTHWEST CT 333 KENNEDY DRIVE TORRINGTON CT 06790 066000930 501(C)(3) 7347 DONOR DESGINATED GIFTS UNITED WAY OF PALM BEACH COUNTY INC 477 SOUTH ROSEMARY AVENUE SUITE 230 WEST PALM BEACH FL 334015758 590683258 501(C)(3) 72331 DONOR DESIGNATED GIFTS UNITED WAY OF PIONEER VALLEY 1441 MAIN STREET SUITE 147 SPRINGFIELD MA 011031447 042152680 501(C)(3) 50240 DONOR DESIGNATED GIFTS UNITED WAY OF RHODE ISLAND 50 VALLEY STREET PROVIDENCE RI 029092459 050276059 501(C)(3) 14341 DONOR DESIGNATED GIFTS UNITED WAY OF SOUTHEASTERN CT 283 STODDARDS WHARF ROAD GALES FERRY CT 063350375 060771393 501(C)(3) 30333 DONOR DESIGNATED GIFTS UNITED WAY OF SOUTHINGTON 31 LIBERTY STREET SUITE 210 SOUTHINGTON CT 064893114 060790621 501(C)(3) 9821 DONOR DESIGNATED GIFTS UNITED WAY OF THE CHATTAHOOCHEE VALLEY INC 1100 5TH AVENUE COLUMBUS GA 31901 580572434 501(C)(3) 123398 DONOR DESIGNATED GIFTS UNITED WAY OF THE GREATER SEACOAST 112 CORPORATE DRIVE UNIT 3 PORTSMOUTH NH 038016890 020271825 501(C)(3) 7857 DONOR DESIGNATED GIFTS UNITED WAY OF WEST CENTRAL CT 440 N MAIN STREET STE D BRISTOL CT 060101902 060653262 501(C)(3) 8338 DONOR DESIGNATED GIFTS UNITED WAY OF WESTERN CT (STAMFORD) 301 MAIN STREET SUITE 2-5 DANBURY CT 068106550 060646577 501(C)(3) 478891 DONOR DESIGNATED GIFTS UNITED WAY OF YORK COUNTY (ME) PO BOX 727 KENNEBUNK ME 040430727 010276862 501(C)(3) 116805 DONOR DESIGNATED GIFTS UNIVERSITY OF CT FOUNDATION INC 2390 ALUMNI DRIVE UNIT 3206 STORRS CT 06269 066070722 501(C)(3) 106230 DONOR DESIGNATED GIFTS UNIVERSITY OF HARTFORD 200 BLOOMFIELD AVENUE WEST HARTFORD CT 06117 060731360 501(C)(3) 7159 DONOR DESIGNATED GIFTS URBAN LEAGUE OF GREATER HARTFORD 140 WOODLAND STREET HARTFORD CT 061051210 066066991 501(C)(3) 97887 DONOR DESIGNATED GIFTS WETHERSFIELD PUBLIC SCHOOLS 127 HARTFORD AVE WESTHERSFIELD CT 06109 501(C)(3) 10000 DONOR DESIGNATED GIFTS WHEELER CLINIC PLAINVILLE PLAINVILLE CT 060621534 060867065 501(C)(3) 14470 DONOR DESIGNATED GIFTS WINDHAM AREA INTERFAITH MINISTRY (WAIM) 866 MAIN STREET WILLIMANTIC CT 06226 061122323 501(C)(3) 14837 DONOR DESIGNATED GIFTS WINDHAM REGION NO FREEZE PROJECT PO BOX 46 WILLIMANTIC CT 06226 201542111 501(C)(3) 20000 DONOR DESIGNATED GIFTS WOMEN'S LEAGUE INC 1695 MAIN STREET HARTFORD CT 06120 060646969 501(C)(3) 8763 DONOR DESIGNATED GIFTS WOMEN'S LEAGUE INC CHILD DEVELOPMENT CENTER 1695 MAIN STREET HARTFORD CT 06120 060646969 501(C)(3) 582425 DONOR DESIGNATED GIFTS XAVIER HIGH SCHOOL 181 RANDOLPH ROAD MIDDLETOWN CT 064575606 061442909 501(C)(3) 8939 DONOR DESIGNATED GIFTS YMCA OF GREATER HARTFORD 50 STATE HOUSE SQUARE SECOND FLOOR HARTFORD CT 061033902 060881325 501(C)(3) 114824 DONOR DESIGNATED GIFTS YWCA HARTFORD REGION 135 BROAD STREET HARTFORD CT 06105 060646993 501(C)(3) 221944 DONOR DESIGNATED GIFTS YWCA OF NEW BRITAIN 19 FRANKLIN SQUARE NEW BRITAIN CT 060512604 060598620 501(C)(3) 217278 DONOR DESIGNATED GIFTS 139 FORM 990, PART IV THROUGH THE UWCNCT COMMUNITY CAMPAIGN, DONORS CAN DIRECT THEIR GIFTS TO ANY QUALIFIED ORGANIZATION IN THE UNITED STATE OVER WHICH UWCNCT EXERCISES/RETAINS NO DISCRETION AS TO USE DUE TO DONOR INSTRUCTION. IN ORDER TO QUALIFY, AN ORGANIZATION MUST MEET THE FOLLOWING THREE CRITERIA: (1) FULLY TAX EXEMPT, (2) DONATIONS ARE 100% TAX DEDUCTIBLE, (3) IN FULL COMPLIANCE WITH FEDERAL PATRIOT ACT LAW. AS A MEMBER OF UNITED WAY WORLDWIDE (UWW), UWCNCT ADHERES TO ALL MEMBERSHIP CRITERIA INCLUDING THE REQUIREMENTS FOR DEDUCTING EXPENSES FROM DONOR-DIRECTED PLEDGES (UWW PUBLICATION TITLED "COST DEDUCTION STANDARDS FOR MEMBERSHIP REQUIREMENT M"). PART II, LINE 1H ORGANIZATIONS LISTED IN SCHEDULE I, PART II THAT HAVE A PURPOSE DESCRIPTION OF "ALLOCATION FUNDING & DESIGNATED GIFTS" REPRESENT AGENCIES THAT HAVE MET UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT'S STANDARDS FOR MANAGEMENT, GOVERNANCE AND FISCAL ACCOUNTABILITY. THEY RECEIVE UNITED WAY COMMUNITY INVESTMENT SUPPORT FOR THEIR WORK IN THE AREAS OF EDUCATION,INCOME AND HEALTH.THEY ALSO RECEIVE DONOR DESIGNATIONS PROCESSED BY UWCNCT. ORGANIZATIONS LISTED WITH A PURPOSE OF DESCRIPTION OF "DESIGNATED GIFTS" ONLY RECEIVE DONOR DESIGNATIONS PROCESSED BY UWCNCT. X X X 0 0 0 0 0 0 0 0 0 PAULA S GILBERTO PRESIDENT & SECRETARY/CEO 194262 0 0 0 3165 0 13849 0 18650 0 229926 0 0 0 STEFANIE BOLES COO 143795 0 0 0 1072 0 10562 0 23520 0 178949 0 0 0 JENNIFER GIFFORD VP OF COMMUNITY RESOURCES 134688 0 0 0 374 0 9498 0 26291 0 170851 0 0 0 X 4000 FMV X 7 32815 FAIR VALUE X 13 144643 FAIR VALUE 0 1 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 6 BY LAWS, ARTICLE VI "MEMBERS" 1. - THE CORPORATION SHALL HAVE ONE CLASS OF MEMBERS CONSISTING OF EACH INDIVIDUAL AND CORPORATE CONTRIBUTOR TO THE UNITED WAY'S ANNUAL CAMPAIGN IN THE PRECEDING CALENDAR YEAR. FORM 990, PART VI, SECTION A, LINE 7A BY LAWS, ARTICLE VI "MEMBERS" 2. - AN ANNUAL MEETING OF THE MEMBERS OF THE UNITED WAY SHALL BE HELD EACH YEAR ON SUCH DATE AND AT SUCH TIME AND PLACE AS THE BOARD CHAIR SHALL FIX, FOR THE PURPOSE OF ELECTING DIRECTORS AND OTHER BUSINESS AS MAY PROPERLY COME BEFORE THE MEETING. FORM 990, PART VI, SECTION B, LINE 11B UWCNCT'S AUDIT COMMITTEE REVIEWS AND ACCEPTS THE 990. THEN IT IS REVIEWED AND ACCEPTED BY THE FINANCE COMMITTEE. IT IS THEN PROVIDED IN ELECTRONIC FORM TO EACH MEMBER OF THE BOARD SEVERAL DAYS PRIOR TO THE BOARD MEETING AT WHICH TIME IT IS PRESENTED FOR ACCEPTANCE BY THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY EACH MEMBER OF THE BOARD IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT. EACH BOARD MEMBER STATEMENT IS REVIEWED BY THE AUDIT COMMITTEE CHAIR. CONFLICT OF INTEREST STATEMENTS ARE COMPLETED BY ALL STAFF AND REVIEWED BY THE PRESIDENT & CEO. FORM 990, PART VI, SECTION B, LINE 15 SENIOR EXECUTIVE COMPENSATION POLICY: THE BENEFITS AND COMPENSATION COMMITTEE WILL: - BE CHAIRED BY A BOARD MEMBER AND WILL HAVE AT LEAST THREE OTHER MEMBERS FROM THE BOARD, THE COMMUNITY AND/OR ORGANIZATION STAFF (EXCLUDING THE CEO) WHO POSSESS EXPERIENCE AND EXPERTISE IN HUMAN RESOURCES AND BENEFITS. - PARTICIPATE IN THE REVIEW OF THE SENIOR EXECUTIVE COMPENSATION ANNUALLY (DEFINED AS ANY POSITION VICE PRESIDENT AND ABOVE) AND DOCUMENT VIA THE MINUTES AND VOTE THEIR REVIEW AND OVERSIGHT OF THE COMPENSATION PROCESS AND DATA. - DEVELOP A REPORT THAT WILL INCLUDE MEETING MINUTES AND SUPPORTING MATERIALS THAT DOCUMENT EXECUTIVE COMPENSATION DECISIONS APPROVED BY THE EXECUTIVE COMMITTEE OR THE BOARD. THE BENEFITS AND COMPENSATION COMMITTEE CHAIRPERSON WILL: - REPORT AND RECOMMEND EXECUTIVE COMPENSATION AND BENEFITS TO THE EXECUTIVE COMMITTEE AND THE BOARD. - IN CONJUNCTION WITH HUMAN RESOURCES, REPORT SPECIFICALLY THE PRESIDENT AND CEO COMPENSATION INFORMATION TO THE UNITED WAY WORLDWIDE MEMBERSHIP ACCOUNTABILITY COMMITTEE (MAC) ALONG WITH THE BENEFITS AND COMPENSATION COMMITTEE POLICY ON COMPENSATION. COMPENSATION REVIEW: THE BENEFITS AND COMPENSATION COMMITTEE WILL REVIEW AND RECOMMEND SENIOR EXECUTIVE COMPENSATION AND BENEFITS TO THE EXECUTIVE COMMITTEE ON AN ANNUAL BASIS, TYPICALLY PRIOR TO THE NOVEMBER BOARD MEETING. CONSIDERATION WILL INCLUDE COMPARABLE MARKET DATA, FINANCIAL CIRCUMSTANCE OF THE ORGANIZATION AND PERFORMANCE OF THE INDIVIDUAL. ALL SENIOR EXECUTIVES' COMPENSATION AND BENEFITS (DEFINED AS ANY POSITION VICE PRESIDENT AND ABOVE) WILL BE REVIEWED ANNUALLY BY HR UTILIZING COMPENSATION BEST PRACTICES. NO SENIOR EXECUTIVE MAY PARTICIPATE IN THE DELIBERATION OR THE RECOMMENDATION OF THE BENEFITS AND COMPENSATION COMMITTEE OR THE EXECUTIVE COMMITTEE WITH RESPECT TO SUCH SENIOR EXECUTIVE'S COMPENSATION OR BENEFITS. TYPICALLY AT THE NOVEMBER BOARD MEETING, THE RECOMMENDATIONS WILL BE REVIEWED AND APPROVED BY THE BOARD. IN ORDER TO REMAIN RELATIVELY COMPETITIVE FOR STAFFING PURPOSES, IT IS OUR GOAL TO MAINTAIN SALARIES WITHIN 10% - 15% OF THE POSITION MEDIAN AS REFLECTED BY THE MARKET. MARKET IS GENERALLY DEFINED AS COMPARABLY-SIZED CHARITABLE ORGANIZATIONS WITH SIMILAR MISSION STATEMENTS, LOCATED IN THE NORTHEAST. MARKET DATA MAY INCLUDE FOR-PROFIT ORGANIZATIONS, TO THE EXTENT REQUIRED BY THE LOCAL MARKET FOR TALENT. IF A POSITION FALLS BENEATH THE 15% RANGE, IT IS REVIEWED AND A SALARY ADJUSTMENT MAY OR MAY NOT BE RECOMMENDED. THIS RANGE IS OFFERED AS A GUIDELINE NOT AN EXACT MEASURE AND CONSIDERATION IS GIVEN TO AN INDIVIDUAL'S PERFORMANCE, CONTRIBUTION, EXPERIENCE, ETC. AS PART OF THE COMPENSATION. UNITED WAY WORLDWIDE (UWW) DATA IS A PRIMARY SOURCE FOR ALL STAFF COMPENSATION ANALYSES WHICH IS COMPRISED OF DATA SOLICITED PERIODICALLY FROM UNITED WAYS ACROSS THE COUNTRY. UWW DATA IS THEN NARROWED BY REGION AND REVENUE LEVELS TO ENSURE APPLICABILITY. SPECIFIC COMPENSATION SURVEYS ARE ALSO ORDERED TO PROVIDE ADDITIONAL DATA SOURCES AS WELL ALONG WITH ANY FREE ONLINE TOOLS THAT PROVIDE COMPENSATION DATA. FOR SENIOR EXECUTIVES, DATA FOR LOCAL NON PROFITS OF COMPARABLE SIZE ARE ALSO UTILIZED VIA INFORMATION ON THE IRS FORM 990. WE STRIVE TO FIND MULTIPLE DATA SOURCES TO ENSURE THAT WE HAVE A THOROUGH COMPARISON FOR EACH POSITION. MERIT BASED COMPENSATION: PERFORMANCE WILL BE REVIEWED ANNUALLY TYPICALLY ON OR ABOUT JULY 1ST, THE BEGINNING OF THE FISCAL YEAR. UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT WILL RECOGNIZE PERFORMANCE WITH INCREASES TO BASE SALARY FOR ELIGIBLE EMPLOYEES. SALARY INCREASES ARE NOT AUTOMATIC EACH YEAR, BUT ARE BASED ON PERFORMANCE, FINANCIAL CIRCUMSTANCES OF THE ORGANIZATION AND THE DISCRETION OF MANAGEMENT AND THE BOARD. SALARY RANGES FOR POSITIONS WILL BE ESTABLISHED AND REVIEWED PERIODICALLY TO ENSURE SUCH RANGES REFLECT THE MARKET. MANAGEMENT RETAINS DISCRETION TO PROVIDE A LUMP SUM PAYMENT IN LIEU OF A SALARY INCREASE IN THE EVENT AN INDIVIDUAL'S SALARY IS NEAR OR ABOVE THE MARKET RANGE FOR THE POSITION. PRESIDENT AND CEO EXPENSE REVIEW PROCESS: A STAFF PERSON OF FINANCE (INDIVIDUAL RESPONSIBLE FOR ACCOUNTS PAYABLE) OR DESIGNEE IS RESPONSIBLE FOR GATHERING AND COMPILING THE DETAILS OF THE PRESIDENT AND CEO'S EXPENSES INCLUDING CREDIT CARD EXPENSES. THESE ARE THEN PROVIDED TO THE CHAIRMAN OF THE BOARD OF DIRECTORS BY THE CHIEF FINANCIAL OFFICER FOR REVIEW AND APPROVAL ON A QUARTERLY BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION USES GUIDESTAR.ORG AND THEIR OWN WEBSITE TO MAKE THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN INVESTMENTS HELD IN TRUST BY OTHERS 1,841,528. PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST 326,248. 990 PART XII LINE 2C: THE ORGANIZATION HAS A COMMITTEE RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AS WELL AS THE SELECTION OF THE INDEPENDENT ACCOUNTANT.