2021-05-17T13:37:57-05:00 2020-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2019-07-01 330502676 INLAND EMPIRE UNITED WAY INLA 9099802857 9644 HERMOSA AVE RANCHO CUCAMONGA CA 917305812 LISA WRIGHT PRESIDENT & CEO 9099802857 2021-05-14 1 LESLIE WARD P01703728 6268577300 2021-05-14 2019 2022-09-23 18:48:47Z LISA WRIGHT 9644 HERMOSA AVE RANCHO CUCAMONGA CA 917305812 5202847 0 X WWW.IEUW.ORG X 1992 CA THE MISSION OF INLAND EMPIRE UNITED WAY IS TO ENGAGE THE COMMUNITY TOIMPROVE THE LIVES AND FUTURES OF THOSE IN NEED BY STRATEGICALLY INVESTING IN EDUCATION, HEALTH AND FINANCIAL STABILITY. WE ENVISION A CARING COMMUNITY WHERE EVERYONE HAS ACCESS TO NEEDED RESOURCES TO SUCCEED. PARTNERING WITH A NETWORK OF LOCAL NON-PROFIT ORGANIZATIONS, UNITED WAY DELIVERS CRITICAL SERVICES TO OUR COMMUNITY, CONNECTS INDIVUDIUALS IN CRISIS WITH NEEDED RESOURCES THROUGH 2-1-1, AND INCREASES THE POWER OF LOCAL CHARITIES BY PROVIDING DEDICATED VOLUNTEERS. 12 12 54 1881 0 0 4508012 5144702 4801 1372 1784 327 0 40326 4514597 5186727 410817 2750 0 0 3262695 3106997 0 0 33553 3916390 1951862 7589902 5061609 -3075305 125118 3061320 3909890 578273 1261100 2483047 2648790 X THE MISSION OF INLAND EMPIRE UNITED WAY IS TO ENGAGE THE COMMUNITY TO IMPROVE THE LIVES AND FUTURES OF THOSE IN NEED BY STRATEGICALLY INVESTING IN EDUCATION, HEALTH AND FINANCIAL STABILITY. WE ENVISION A CARING COMMUNITY WHERE EVERYONE HAS ACCESS TO NEEDED RESOURCES TO SUCCEED PARTNERING WITH A NETWORK OF LOCAL NON-PROFIT ORGANIZATIONS, UNITED WAY DELIVERS CRITICAL SERVICES TO OUR COMMUNITY, CONNECTS INDIVIDUALS IN CRISIS WITH NEEDED RESOURCES THROUGH 2-1-1, AND INCREASES THE POWER OF LOCAL CHARITIES BY PROVIDING DEDICATED VOLUNTEERS. 0 0 961823 IN COLLABORATION WITH THE UNITED WAYS OF SAN BERNARDINO COUNTY, IEUW'S 2-1-1 INITIATIVE CONTINUES TO PROVIDE THE 2-1-1 RESOURCE LINE, WEBSITE AND ONLINE DIRECTORY FOR RESIDENTS AND SERVICE PROVIDERS TO EASILY ACCESS NONPROFIT AND GOVERNMENT AGENCIES IN SAN BERNARDINO COUNTY. THE 2-1-1 DATABASE CONTAINS MANY RESOURCES INCLUDING HEALTH CARE, CHILD CARE, VOLUNTEER OPPORTUNITIES, SENIOR SERVICES, EMPLOYMENT, FAMILY SERVICES AND MUCH MORE. INDIVIDUALS CAN DIAL 2-1-1 FOR FREE 24 HOUR COMMUNITY, HEALTH AND SOCIAL SERVICES INFORMATION. 2-1-1 HAS BEEN SET ASIDE BY THE FEDERAL COMMUNICATIONS COMMISSION FOR THE PUBLIC TO EASILY ACCESS COMMUNITY INFORMATION. CALLERS RECEIVE PERSONALIZED INFORMATION FROM A LIVE COMMUNITY RESOURCE SPECIALIST. 3642336 2750 4966 THE COMMUNITY PROGRAMS DEPARTMENT IS DEVOTED TO INVESTING IN THE AREAS OF EDUCATION, HEALTH, AND FINANCIAL STABILITY BOTH BY RUNNING SEVERAL INTERNAL PROGRAMS AND BY INVESTING IN A NETWORK OF STRONG LOCAL NONPROFIT PARTNERS. THESE PROGRAM PROVIDE DISADVANTAGED CHILDREN WITH THE RESOURCES THEY NEED TO LEARN AND SUCCEED IN SCHOOL. THESE PROGRAMS ARE WORKING IN OUR COMMUNITY TO ALLEVIATE CHILDHOOD HUNGER AND FOOD INSECURITY AND PROVIDE SCHOOL SUPPLIES AND TO MEET OTHER BASIC NEEDS. WE PARTNER WITH LOCAL SCHOOLS, COMPANIES, COMMUNITY ORGANIZATIONS, AND VOLUNTEERS TO ACCOMPLISH THESE GOALS. THE KIDS PACK PROGRAM SUPPLIES HOMELESS AND LOW INCOME SCHOOL CHILDREN WITH NUTRITIOUS FOODS TO ENSURE THE CHILD HAS ENOUGH TO EAT DURING WEEKENDS. THE SCHOOL TOOLS PROGRAM EXISTS SO THAT CHILDREN IN OUR COMMUNITY WILL HAVE AN OPPORTUNITY TO LEARN AND TO SUCCEED. SCHOOL TOOLS PROVIDES TEACHERS FROM LOW-INCOME SCHOOLS WITH A RESOURCE CENTER WHERE THEY CAN RECEIVE SUPPLIES FOR THEIR STUDENTS AT NO CHARGE. AT THE TEACHER RESOURCE CENTER, TEACHERS ARE ABLE TO CHOOSE FROM A WIDE ARRAY OF BASIC SCHOOL SUPPLIES, FUN INCENTIVE ITEMS, AND ARTS AND CRAFTS SUPPLIES THAT ENCOURAGE CREATIVITY. PATHWAYS HOME IS A COORDINATED ENTRY SYSTEM RESPONDING TO HOMELESSNESSIN SAN BERNARDINO COUNTY. IEUW, THROUGH ITS 211 PROGRAM, IS THE CONTINUUM OF CARE AND HUD APPROVED AGENCY DESIGNATED TO OPERATE AS THE SOLE COORDINATOR WITHIN THIS HOMELESSNESS RESPONSE SYSTEM AND IS ULTIMATELY RESPONSIBLE FOR SYSTEM WIDE METRICS. UNDER THE UNIQUE NEUTRAL AND TRUSTED OPERATIONAL SPACE OF UNITED WAY'S 211 SYSTEM, PATHWAYS HOME CONSISTS OF A TIGHT COLLABORATION OF MORE THAN TWO DOZEN NONPROFIT AGENCIES AND SEVERAL COUNTY DEPARTMENTS, PARTNERING TO ACTUALLY END HOMELESSNESS IN SAN BERNARDINO COUNTY. 211 OFFERS MUCH MORE THAN SIMPLE INFORMATION & REFERRALS, WITH PEER TO PEER VETERANS AND REENTRY STAFF AND ADDITIONAL NAVIGATION SPECIALISTS IN EMPLOYMENT, FOSTER SYSTEM FAMILIES, AND PRESCHOOL, FOSTER SYSTEM FAMILIES, AND PRESCHOOL. 1372 VOLUNTEERS BRINGS INDIVIDUALS, FAMILIES, TEAMS AND CORPORATE GROUPS TOGETHER TO STRENGTHEN COMMUNITIES THROUGH MEANINGFUL VOLUNTEER ACTION WITHIN OUR SERVICE REGION. IEVOLUNTEERS PARTNERS WITH A NETWORK OF LOCAL ORGANIZATIONS TO BRING ABOUT LONG-LASTING CHANGE IN OUR COMMUNITIES. 1372 4604159 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 13 0 54 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JOSEPH SANTOS 9516974709 9644 HERMOSA AVE RANCHO CUCAMONGA CA 917305812 SHIRLI DRIZ INTERIM PRESIDENT & CEO 45.00 X 112320 0 2206 JOANN YOUNG BOARD CHAIR 1.00 X X 0 0 0 PATRICIA DANTZLER VICE CHAIR 1.00 X X 0 0 0 KURT VON STEINBERGS TREASURER 1.00 X X 0 0 0 JIM GAYNOR SECRETARY 1.00 X X 0 0 0 ROGER CRAWFORD PAST CHAIR 1.00 X X 0 0 0 RUBY HUEY DIRECTOR 1.00 X 0 0 0 DAVID HUGHES DIRECTOR 1.00 X 0 0 0 MICHAEL KOUYOUMDJIAN DIRECTOR 1.00 X 0 0 0 EDWARD ORNELAS DIRECTOR 1.00 X 0 0 0 JOHN BIBEAU DIRECTOR 1.00 X 0 0 0 ALI ARA DIRECTOR 1.00 X 0 0 0 CARA MOLINA DIRECTOR 1.00 X 0 0 0 NICK IANNACONE DIRECTOR 1.00 X 0 0 0 112320 0 2206 1 0 0 0 0 1729719 910 2493110 920963 636025 5144702 PROCESSING FEES 900099 1222 1222 PROGRAM FEES 900099 150 150 1372 327 327 51480 910 16120 35360 35360 MISCELLANEOUS REVENUE 900099 4966 4966 4966 5186727 6338 0 35687 2750 2750 163998 81999 57400 24599 2371195 2190517 179050 1628 7423 6621 802 384210 383799 411 180171 177753 816 1602 239443 161292 77947 204 30 30 57 47 10 2478 2461 17 325763 305741 18903 1119 33341 27181 5874 286 342979 272150 68110 2719 44884 44504 380 11727 11494 193 40 43188 35186 7631 371 9663 8643 948 72 25853 21290 4563 INVENTORY DONATED 506002 506002 CES CONTRACT EXPENSES 215738 215738 FOOD PROGRAM 99821 99821 EVENTS 37402 37402 13493 11768 1603 122 5061609 4604159 423897 33553 12580 45738 269782 938169 860504 920401 1803956 1930350 45383 6363 1321032 1284328 36950 36704 32165 32165 3061320 3909890 534858 1233420 23647 13482 19768 14198 578273 1261100 X 1612285 2037402 870762 611388 2483047 2648790 3061320 3909890 125118 172 40453 0 X 0 0 0 X 7038950 7383169 5246301 4508012 5144702 29321134 7038950 7383169 5246301 4508012 5144702 29321134 203610 29117524 2365 3424 3762 1784 327 11662 11106 24805 56446 92357 29425153 6173 0.98950 0.97080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 373425 373425 0 494757 466955 27802 452850 443948 8902 36704 FUNDS HELD AS FISCAL AGENT 14198 14198 X 5203019 172 172 5202847 -16120 -16120 5186727 5077729 16120 16120 5061609 0 5061609 PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. IT IS CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. THE ORGANIZATION HAS EVALUATED ITS TAX POSITIONS AND THE CERTAINTY AS TO WHETHER THOSE POSITIONS WILL BE SUSTAINED IN THE EVENT OF ANY AUDIT BY TAXING AUTHORITIES AT THE FEDERAL AND STATE LEVELS. THE PRIMARY TAX POSITIONS EVALUATED RELATE TO THE ORGANIZATION'S CONTINUED QUALIFICATION AS A TAX-EXEMPT ORGANIZATION AND WHETHER THERE ARE UNRELATED BUSINESS INCOME ACTIVITIES THAT WOULD BE TAXABLE. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS WILL MORE LIKELY THAN NOT (>50%) BE SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE ORGANIZATION FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF CALIFORNIA. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -16,120. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 16,120. GOLF TOURNAMENT 52390 910 51480 1017 9460 5168 475 52390 910 51480 1017 9460 5168 475 16120 35360 X IN KIND GIFTS 1 636025 FAIR VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B IT IS THE INLAND EMPIRE UNITED WAY'S POLICY THAT THE BOARD OF DIRECTORS REVIEW THE IRS FORM 990 BEFORE IT IS FILED WITH THE IRS. A BOARD RESOLUTION IS NOT REQUIRED IN ORDER FOR THE FORM 990 TO BE FILED. THE MEANS OF DELIVERY SHALL BE VIA E-MAIL TO EACH DIRECTOR'S EMAIL ADDRESS. FORM 990, PART VI, SECTION B, LINE 12C BEFORE ASSIGNMENT AS A MEMBER OF THE BOARD, COMMITTEE MEMBER, OR INLAND EMPIRE UNITED WAY (IEUW) EMPLOYEE AND ANNUALLY THEREAFTER, VOLUNTEERS AND STAFF WILL BE ASKED TO DISCLOSE THE FOLLOWING: A) CURRENT UNITED WAY VOLUNTEER AND STAFF ASSIGNMENTS, B) BOARD MEMBERSHIPS OF VOLUNTARY ORGANIZATIONS, C) CONTRACTS AND/OR VOLUNTEER SERVICES WITH SYSTEM PARTNERS,D)STAFF OR BOARD ASSOCIATIONS OF IMMEDIATE FAMILY MEMBERS AND E) ANY OTHER POSSIBLE CONFLICTS OF INTEREST RELATED TO POTENTIAL SERVICE PROVIDERS. THROUGHOUT THEIR TERMS OF APPOINTMENT AND EMPLOYMENT WITH IEUW, VOLUNTEERS AND STAFF ARE RESPONSIBLE FOR IDENTIFYING POTENTIAL CONFLICTS OF INTEREST AS THEY ARISE. ANNUALLY, THE OFFICERS, DIRECTORS AND EMPLOYEES OF IEUW WILL BE EMAILED IEUW'S CONFLICT OF INTEREST POLICY OR DUALITY OF INTEREST CERTIFICATION. EACH RECIPIENT WILL EITHER MANUALLY OR ELECTRONICALLY COMPLETE THE CONFLICT OR DUALITY OF INTEREST CERTIFICATION AND RETURN IT BY EMAIL OR MAIL IT TO THE CFO OF IEUW. THE CFO WILL THEN SUMMARIZE AND REVIEW THE CERTIFICATION FOR COMPLETENESS. IN THE EVENT THAT A POTENTIAL CONFLICT OR DUALITY OF INTEREST FOR ANY VOLUNTEER OR EMPLOYEE OF IEUW IS REVEALED, THOSE CERTIFICATIONS WILL BE FORWARDED TO THE CHAIR OF THE BOARD OF DIRECTORS. ALL CERTIFICATIONS WILL BE KEPT ON FILE. THE CHAIR THEN DECIDES WHETHER A) THE VOLUNTEER (S)/ EMPLOYEE(S) SHOULD LEAVE THE ROOM DURING THE DISCUSSION, REVIEW AND VOTING IN CONNECTIONS OF THE MATTER; OR B) WHETHER THE VOLUNTEER (S)/ EMPLOYEE(S) REMAIN IN THE ROOM FOR ANY PORTION OF THE DISCUSSION, REVIEW AND VOTING. VOLUNTEER (S)/STAFF WITH A CONFLICT OF INTEREST MUST ABSTAIN FROM VOTING. FUNDED AGENCY REPRESENTATIVES (BOARD, STAFF OR VOLUNTEER) SHOULD OFFER TO EXCUSE THEMSELVES FROM ANY MEETING WHEN THEIR ORGANIZATION IS DISCUSSED IN ANY MANNER WHEREBY THAT ORGANIZATION MIGHT BE MATERIALLY AFFECTED. THERE MAY BE TIME WHEN IT WILL BE APPROPRATE FOR AGENCY REPRESENTATIVES TO PARTICIPATE IN PLANNING AND DECISION MAKING. THE GROUP WILL MAKE THE DETERMINATION. ALL DISCLOSURES, WITHDRAWALS AND ABSTENTIONS WILL BE RECORDED DULY IN THE MINUTES OF HTE MEETING. FORM 990, PART VI, SECTION B, LINE 15 INLAND EMPIRE UNITED WAY'S PRIMARY OBJECTIVE IS TO PROVIDE A REASONABLE AND COMPETITIVE EXECUTIVE TOTAL COMPENSATION OPPORTUNITY CONSISTENT WITH MARKET-BASED COMPENSATION PRACTICES FOR INDIVIDUALS POSSESSING THE EXPERIENCE AND SKILLS NEEDED TO IMPROVE THE OVERALL PERFORMANCE OF THE ORGANIZATION. THE ORGANIZATION'S EXECUTIVE COMPENSATION PROGRAM IS DESIGNED TO ENCOURAGE THE ATTRACTION AND RETENTION OF HIGH-CALIBER EXECUTIVES; PROVIDE A COMPETITIVE TOTAL COMPENSATION PACKAGE INCLUDING BENEFITS; STRONGLY SUPPORT AND FURTHER TRANSITION TO A "PAY FOR PERFORMANCE" CULTURE THROUGH THE USE OF INCENTIVES FOR KEY EMPLOYEES; REINFORCE THE GOALS OF THE ORGANIZATION BY SUPPORTING TEAMWORK AND COLLABORATION; ENSURE THAT PAY IS PERCEIVED TO BE FAIR AND EQUITABLE; BE FLEXIBLE TO REWARD INDIVIDUAL ACCOMPLISHMENTS AS WELL AS ORGANIZATIONAL SUCCESS; ENSURE THAT THE PROGRAM IS EASY TO EXPLAIN, UNDERSTAND AND ADMINISTER; BALANCE THE NEED TO BE COMPETITIVE WITH THE LIMITS OF AVAILABLE FINANCIAL RESOURCES; AND ENSURE THAT THE PROGRAM COMPLIES WITH STATE AND FEDERAL LEGISLATION. WHILE IEUW FOCUSES ON COMPARABLE UNITED WAY ORGANIZATIONS NATIONWIDE TO BENCHMARK PAY, WE ALSO UNDERSTAND THAT THE MARKET FOR EXECUTIVE TALENT MAYBE BROADER THAN THIS GROUP. MARKET INFORMATION FROM ADDITIONAL MARKET SEGMENTS, PRIVATE FOUNDATIONS, AND PUBLISHED NOT-FOR-PROFIT COMPENSATION SURVEYS MAY BE USED AS A SUPPLEMENT. IN ADDITION, IEUW MAY ALSO COLLECT OTHER PUBLISHED SURVEY DATA, WHEN APPROPRIATE, FOR FOR-PROFIT ORGANIZATIONS FOR SPECIFIC FUNCTIONAL COMPETENCIES SUCH AS FINANCE AND HUMAN RESOURCES. TOGETHER WITH DATA FROM THE COMPARABLE UNITED WAY ORGANIZATIONS, DATA FROM THESE MARKET SEGMENTS ARE USED TO ASSESS THE COMPETITIVENESS OF COMPENSATION. IN GENERAL, IEUW POSITIONS TOTAL COMPENSATION, INCLUDING BENEFITS, AT THE MEDIAN OF THE MARKET. PROGRAMS ARE DESIGNED TO BE FLEXIBLE SO THAT COMPENSATION CAN BE ABOVE OR BELOW THE MEDIAN BASED ON EXPERIENCE, PERFORMANCE AND BUSINESS NEED TO ATTRACT AND RETAIN SPECIFIC TALENT.IEUW'S EXECUTIVE COMPENSATION PROGRAM IS ADMINISTERED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR ESTABLISHING AND MAINTAINING A COMPETITIVE COMPENSATION PROGRAM FOR THE KEY EXECUTIVES OF THE ORGANIZATION. THE COMMITTEE MEETS TO REVIEW THE COMPENSATION PROGRAM AND MAKE RECOMMENDATIONS FOR ANY CHANGES TO THE BOARD OF DIRECTORS, AS APPROPRIATE. THE EXECUTIVE COMMITTEE COMMISSIONS AN ANNUAL REVIEW TO EVALUATE THE ORGANIZATION'S EXECUTIVE COMPENSATION PROGRAM AGAINST THE COMPETITIVE MARKET. THE EVALUATION IS REVIEWED IN THE SPRING OF EACH YEAR AND IS INTENDED TO ENSURE THAT THE COMPENSATION PROGRAM FALLS WITHIN A REASONABLE RANGE OF COMPETITIVE PRACTICES FOR COMPARABLE POSITIONS AMONG SIMILARLY SITUATED ORGANIZATIONS. FOLLOWING THIS REVIEW, THE COMMITTEE REVIEWS AND APPROVES FOR SELECTED KEY EXECUTIVES BASE SALARIES AND ANNUAL INCENTIVE OPPORTUNITY ADJUSTMENTS AND OBJECTIVES AND GOALS FOR THE UPCOMING YEAR'S ANNUAL INCENTIVE PLAN. THE COMMITTEE REVIEWS AND RECOMMENDS TO THE BOARD OF DIRECTORS SALARY APPROVAL AND INCENTIVE AWARDS FOR THE CHIEF EXECUTIVE OFFICER. COMPENSATION PROCESS FOR OFFICERS: REF TO PART VI SECTION B LINE 15A RESPONSE FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS OF THE INLAND EMPIRE UNITED WAY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE VIA OUR ORGANIZATION'S WEBSITE: WWW.IEUW.ORG.