2020-11-13T08:12:22-06:00 2020-06-30 720398470 HEARD MCELROY & VESTAL LLC 1900 NORTH 18TH STREET SUITE 300 MONROE LA 71201 990 2019-07-01 720498515 UNITED WAY OF NORTHEAST LOUISIANA INC UNIT 3183253869 1201 HUDSON LANE MONROE LA 71201 JANET S DURDEN PRESIDENT 3183253869 2020-11-12 1 CONNIE K SMALLWOOD P00451663 3183883108 2020-11-11 12.188.216.35 2020-11-12 11:04:02 CS P 60F555E63D6720CC82162AC9C344DB7F011CDE46 BA99E20A6EC755B2BDB4DA797B4DA0742C6B8129 2019 2021-01-29 14:40:06Z JANET S DURDEN 1201 HUDSON LANE MONROE LA 71201 4731619 0 X WWW.UNITEDWAYNELA.ORG X 1956 LA TO HELP PEOPLE AND IMPROVE COMMUNITIES - THE UNITED WAY IS FOCUSED ON CREATING LASTING CHANGE IN COMMUNITY CONDITIONS TO IMPROVE THE LIVES OF PEOPLE THROUGH COMMUNITY INITIATIVES. 37 37 38 1189 0 0 4072041 4031778 464088 675480 20831 24361 33736 0 4590696 4731619 2370271 2255600 0 0 1432892 1486834 0 0 499207 567446 533453 4370609 4275887 220087 455732 3486714 3969821 1120887 1148262 2365827 2821559 X TO HELP PEOPLE AND IMPROVE COMMUNITIES - THE UNITED WAY IS FOCUSED ON CREATING LASTING CHANGE IN COMMUNITY CONDITIONS TO IMPROVE THE LIVES OF PEOPLE THROUGH COMMUNITY INITIATIVES. 0 0 1199840 1199840 AGENCY FUNDING - THE PURPOSE OF UNITED WAY OF NORTHEAST LOUISIANA IS HELPING PEOPLE AND IMPROVING THE COMMUNITY. UNITED WAY HELPS PEOPLE BY SUPPORTING NUMEROUS AGENCY PROGRAMS THAT EFFECTIVELY WORK TOGETHER TO ACHIEVE COMMUNITY GOALS AND INITIATIVES. 741997 741997 DONOR DESIGNATIONS - DISTRIBUTION OF GIFTS DESIGNATED BY DONORS TO OTHER 501(C)(3) AGENCIES. OTHER AGENCY PAYMENTS ARE MADE AT THE DIRECTION OF THE DONOR. 746675 0 675480 UNITED WAY 2-1-1 -PROVIDES A FREE, EASY TO REMEMBER TELEPHONE NUMBER THAT GIVES PEOPLE A FAST, EASY WAY TO GET CONNECTED TO AVAILABLE SOCIAL ASSISTANCE SERVICES. DURING THE CALENDAR YEAR 2019 THE UNITED WAY OF NORTHEAST LA'S 2-1-1 ANSWERED 10,721 CALLS.LOUISIANA ASSOCIATION OF UNITED WAYS (LAUW) 2-1-1 -PROVIDES THE SAME EASY ACCESS TO AVAILABLE ASSISTANCE TO ALL REGIONS OF LOUISIANA, EXCEPT FOR LAFAYETTE AND NEW ORLEANS. DURING THE CALENDAR YEAR 2019 TOTAL CALLS ANSWERED FOR ALL REGIONS UNDER CONTRACT WERE 51,980. 776587 313764 OTHER ACCOMPLISHMENTS:A. HOMELESS EMERGENCY RESPONSE -THE COMMUNITY EMERGENCY SHELTER FUND, A COLLABORATIVE COMMUNITY FUNDRAISING INITIATIVE, WAS LAUNCHED IN LATE APRIL 2018. THE FUNDS RAISED THROUGH THIS COLLABORATIVE COMMUNITY EFFORT ARE USED TO PROVIDE EMERGENCY OVERNIGHT SHELTERING FOR THE HOMELESS AND THOSE LESS FORTUNATE IN THE MONROE METRO AREA WHO NEED A SAFE PLACE TO SLEEP AND FOOD TO EAT. THE UNITED WAY OF NORTHEAST LOUISIANA PROVIDES ACCOUNTABILITY FOR THE PLEDGES MADE, MONIES RECEIVED AND DISBURSEMENTS FOR THE SHELTER FUND AT NO ADMINISTRATION FEE.FRONT DOOR TO HOUSING, A VISIONARY PROGRAM THAT HAS NO COUNTERPART ELSEWHERE IN THE STATE, IS FUNDED SOLELY BY LOCAL DOLLARS AND SERVES SOLELY LOCAL NEEDS IN COLLABORATION WITH THE WELLSPRING AND THE HOME COALITION. IT FILLS AN OTHERWISE UNFILLABLE GAP IN HOW UNITED WAY HELPS THE MOST VULNERABLE CITIZENS. FRONT DOOR TO HOUSING OFFERS OUTREACH, SCREENING AND ASSESSMENT, AND REFERRALS. IT ALSO PROVIDES REHOUSING ASSISTANCE FOR THOSE WHO HAVE NO OTHER OPTION.B. COMMUNITY IMPACT -UNITED WAY OF NORTHEAST LOUISIANA'S AGENDA IS THE COMMUNITY'S AGENDA - WE STAND WITH THE RESIDENTS, BUSINESS LEADERS, AND POLICYMAKERS - TO TAKE ACTION TOGETHER AND STRATEGICALLY INVEST IN MAKING A MEANINGFUL DIFFERENCE IN THE LIVES OF PEOPLE IN NORTHEAST LOUISIANA. UNITED WAY OF NORTHEAST LOUISIANA FIGHTS FOR THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF EVERY PERSON IN OUR COMMUNITY. WE DO SO THROUGH INVESTING IN OVER 4 COLLABORATIVES, 5 INITIATIVES AND 32 PARTNER PROGRAMS THAT ADDRESS THE GOALS SET FORTH IN THE COMMUNITY AGENDA.CHILDREN, YOUTH, AND YOUNG ADULTS SUCCESSFUL IN SCHOOL AND LIFE -1. CHILDREN ENTER SCHOOL READY.2. STUDENTS ARE SUCCESSFUL IN ELEMENTARY SCHOOL AND PREPARED FOR MDDLE/SECONDARY SCHOOL.3. YOUTH GAIN THE KNOWLEDGE, SKILLS, AND CREDENTIALS SO THAT THEY ARE PREPARED FOR THE WORKFORCE AND ARE ABLE TO OBTAIN FAMILY SUSTAINING EMPLOYMENT.ECONOMIC OPPORTUNITY FOR ALL -1. INDIVIDUALS AND FAMILIES HAVE ADEQUATE AND SUSTAINABLE RESOURCES TO SUPPORT THEIR NEEDS.2. INDIVIDUALS AND FAMILIES HAVE THE SKILLS, KNOWLEDGE, RELATIONSHIPS AND ECONOMIC PATHWAYS THEY NEED TO EFFECTIVELY INCREASE AND MANAGE THEIR INCOME.3. VULNERABLE POPULAITONS MAXIMIZE THEIR ABILITY TO LIVE WITH INDEPENDENCE AND DIGNITY.4. PEOPLE/ORGANIZATIONS CONTINUE TO WORK TOGETHER TO SUPPORT A THRIVING, PROSPEROUS, ROBUST ECONOMY.HEALTHY AND SAFE INDIVIDIUALS, FAMILIES, AND COMMUNITY -1. FAMILIES/INDIVIDUALS LIVE IN A HEALTHY AND SAFE ENVIRONMENT.2. PEOPLE/ORGANIZATIONS WORK TOGETHER TO STRENGTHEN AND BUILD A MORE INCLUSIVE COMMUNITY.C. COMMUNITY INVESTMENT - VOLUNTEERS AND STAFF OF UNITED WAY WORK WITH THE PARTNER AGENCIES TO ENSURE THAT UNITED WAY DOLLARS ARE INVESTED TO PRODUCE THE MOST EFFECTIVE RESULTS. THEY MAKE SITE VISITS, GATHER INFORMAITON, AND EVALUATE AGENCY PROGRAMS. VOLUNTEERS MAKE RECOMMENDATIONS ON AGENCY FUNDING.D. NORTHEAST LA TORNADO RELIEF FUND -EMERGENCY SHELTERING: SINCE APRIL 12TH, UNITED WAY NELA 211 HAS BEEN ABLE TO WORK WITH LOCAL OFFICIALS TO PLACE OVER 700 INDIVIDUALS AND 246 HOUSEHOLDS INTO EMERGENCY SHELTERING.OUACHITA TORNADO LONG-TERM RECOVERY GROUP: PARTNERSHIP WITH VOLUNTEERS FROM LOCAL GOVERNMENT, NONPROFITS, FAITH-BASED ORGANIZATIONS, AND BUSINESSES, WITH THE MISSION TO WORK TOGETHER TO HELP THE MOST VULNERABLE IN OUR COMMUNITY ACHIEVE A LEVEL OF PRE-DISASTER STABILITY, OR A NEW NORMAL. 129 INDIVIDUALS FROM 37 HOUSEHOLDS WERE ASSISTED WITH RENT/MORTGAGE, UTILITIES, AND/OR FURNITURE ASSISTANCE.E. COVID-19 RESPONSE -FOOD FOR OUR FRIENDS: PROVIDES FOOD ASSISTANCE TO QUALIFYING INDIVIDUALS FROM HOUSEHOLDS WHOSE INCOME HAS BEEN REDUCED OR LOST. FOOD FOR OUR FRIENDS EXPANSION: PROVIDES DIRECT FOOD ASSISTANCE IN OUR 12 PARISHES WITH OUR PARTNERSHIP WITH ENTERGY, BLUE CROSS BLUE SHIELD OF LOUISIANA FOUNDATION, FOOD BANK OF NORTHEAST LOUISIANA, ROBERTSON PRODUCE, ROTARY DISTRICT 6190, AND THE CITY OF RUSTON.FUEL THE FIGHT: ENTERGY LOUISIANA AND BLUE CROSS AND BLUE SHIELD OF LOUISIANA FOUNDATION EACH CONTRIBUTED $50,000. MEALS PROVIDED FROM LOCAL RESTAURANTS TO FRONTLINE HEALTHCARE WORKERS AT MONROE & WEST MONROE'S THREE HOSPITALS. 776587 313764 3465099 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 38 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 37 37 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X JANET S DURDEN 3182353869 1201 HUDSON LANE MONROE LA 71201 DON DJ BANKS DIRECTOR 0.00 0.00 X 0 0 0 KEITH BIEDENHARN DIRECTOR 0.00 0.00 X 0 0 0 LAKEISHA BOSWORTH DIRECTOR 0.00 0.00 X 0 0 0 LISA BRADLEY DIRECTOR/TREASURER 0.00 0.00 X X 0 0 0 RICHARD DAVIS DIRECTOR 0.00 0.00 X 0 0 0 BRANDON EWING DIRECTOR 0.00 0.00 X 0 0 0 ERNEST FINCH DIRECTOR 0.00 0.00 X 0 0 0 JANICE GARRISON DIRECTOR 0.00 0.00 X 0 0 0 FORENCETTA GIBSON DIRECTOR 0.00 0.00 X 0 0 0 WES GIBSON DIRECTOR 0.00 0.00 X 0 0 0 JEFF GLOVER DIRECTOR 0.00 0.00 X 0 0 0 ALBERTA GREEN DIRECTOR 0.00 0.00 X 0 0 0 TODD GUICE DIRECTOR 0.00 0.00 X 0 0 0 SUSAN HARWOOD DIRECTOR 0.00 0.00 X 0 0 0 CLAY G HIPP III DIRECTOR 0.00 0.00 X 0 0 0 COURTNEY HORNSBY DIRECTOR 0.00 0.00 X 0 0 0 WILLIE HUNTER JR DIRECTOR/SECRETARY 0.00 0.00 X X 0 0 0 JOHN KAHL DIRECTOR 0.00 0.00 X 0 0 0 BARBARA LEADER DIRECTOR 0.00 0.00 X 0 0 0 BEVERLY V LEWIS DIRECTOR 0.00 0.00 X 0 0 0 BILLY MCCONNELL DIRECTOR 0.00 0.00 X 0 0 0 JAMES W MOORE III DIRECTOR 0.00 0.00 X 0 0 0 ADAM O'NEAL DIRECTOR 0.00 0.00 X 0 0 0 MICHAEL RYAN DIRECTOR 0.00 0.00 X 0 0 0 AMY PRICE SAWYER DIRECTOR/INCOMING CHAIR 0.00 0.00 X X 0 0 0 NATHAN G SMITH DIRECTOR 0.00 0.00 X 0 0 0 SHELIA SNOW DIRECTOR 0.00 0.00 X 0 0 0 CORRE STEGAL DIRECTOR 0.00 0.00 X 0 0 0 RANDY STONE DIRECTOR 0.00 0.00 X 0 0 0 DANIEL TAYLOR DIRECTOR 0.00 0.00 X 0 0 0 JEAN TOTH DIRECTOR 0.00 0.00 X 0 0 0 BRENT VIDRINE DIRECTOR 0.00 0.00 X 0 0 0 ROD WASHINGTON DIRECTOR 0.00 0.00 X 0 0 0 HARRINGTON WATSON III DIRECTOR 0.00 0.00 X 0 0 0 ASHLEY WEST DIRECTOR 0.00 0.00 X 0 0 0 BLAKE WHEELIS DIRECTOR/CHAIRMAN 0.00 0.00 X X 0 0 0 STEPHANIE SMITH DIRECTOR 0.00 0.00 X 0 0 0 JANET S DURDEN PRESIDENT 40.00 X 106816 0 13972 CHARLES JACKSON CFO 40.00 X 55000 0 0 161816 0 13972 1 0 0 0 0 902 4030876 12855 4031778 2-1-1 PROGRAM REVENUE 624100 675480 675480 675480 24361 24361 4731619 675480 0 24361 X 1941837 1941837 313763 313763 161816 53408 92386 16022 982990 662955 67498 252537 246873 155167 38756 52950 95155 58722 13045 23388 19139 19139 85633 50493 27629 7511 63145 24765 1098 37282 120771 70844 14715 35212 56398 24337 16524 15537 24069 9411 1931 12727 3949 2009 1720 220 43207 25924 3889 13394 41336 22227 9891 9218 DUES & SUBSCRIPTIONS 26938 24917 1687 334 COMMUNITY IMPACT 24320 24320 AWARDS & RECOGNITION 15778 15778 LEADERSHIP GIVING RECOG 5462 5462 3308 1673 1635 4275887 3465099 311581 499207 250 250 1217113 1981424 1610738 1271490 308271 349847 8417 54361 1201487 889038 341925 312449 3486714 3969821 136426 107602 895998 825879 88463 125481 89300 1120887 1148262 X 851709 1155770 1514118 1665789 2365827 2821559 3486714 3969821 455732 0 X X 0 1 X 1 0 X 4884883 4696279 4328192 4072041 4018923 22000318 4884883 4696279 4328192 4072041 4018923 22000318 5181322 16818996 8646 10182 13539 20831 24361 77559 33736 33736 22111613 1540005 0.76060 0.74590 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GAIN ON INSURANCE CLAIM RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 100000 100000 513666 336753 176913 79509 77782 1727 508312 474503 33809 312449 X 3998372 8750 8750 3989622 741997 741997 4731619 3542640 8750 8750 3533890 741997 741997 4275887 PART X, LINE 2: UNITED WAY IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THUS, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. UNITED WAY BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. UNITED WAY'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR THE YEARS ENDED JUNE 30, 2017, 2018, AND 2019 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS SCHEDULE D, PAGE 4, PART XI, LINE 4B DONOR DESIGNATIONS SCHEDULE D, PAGE 4, PART XII, LINE 4B DONOR DESIGNATIONS 1 AMERICAN RED CROSS 414 BREARD STREET MONROE LA 71201 720501457 501C3 29864 TO SUPPORT AGENCY ARCO 901 NORTH 4TH STREET MONROE LA 71201 720568009 501C3 157186 TO SUPPORT AGENCY BOY SCOUTS LOUISIANA PURCHASE 2405 OLIVER ROAD MONROE LA 71201 720423632 501C3 77120 TO SUPPORT AGENCY BOYS & GIRLS CLUB OF NORTH CENTRAL LA PO BOX 1844 RUSTON LA 71273 721375839 501C3 55930 TO SUPPORT AGENCY BOYS & GIRLS CLUB OF NORTHEAST LA PO BOX 1769 WEST MONROE LA 71294 720550496 501C3 69595 TO SUPPORT AGENCY CHILDREN'S COALITION OF NELA 1363 LOUISVILLE AVENUE MONROE LA 71201 721502186 501C3 29239 TO SUPPORT AGENCY DART 108 WEST ALABAMA RUSTON LA 71270 721273159 501C3 69125 TO SUPPORT AGENCY FOOD BANK OF NORTHEAST LOUISIANA PO BOX 5048 MONROE LA 71211 721333809 501C3 74988 TO SUPPORT AGENCY GIRLS SCOUTS OF LOUISIANA - PINES 102 ARKANSAS AVENUE MONROE LA 71201 720488660 501C3 12428 TO SUPPORT AGENCY LA UNITED METHODIST CHILDRENFAMILY SVCS 904 DEVILLE RUSTON LA 71270 720435081 501C3 45496 TO SUPPORT AGENCY LINCOLN COUNCIL ON AGING PO BOX 1058 RUSTON LA 71273 720749959 501C3 35414 TO SUPPORT AGENCY MED-CAMPS OF LOUISIANA 102 THOMAS RD SUITE 615 WEST MONROE LA 71294 721320517 501C3 65615 TO SUPPORT AGENCY NORTHEAST LOUISIANA SICKLE CELL ANEMIA PO BOX 1165 MONROE LA 71210 720911627 501C3 25960 TO SUPPORT AGENCY OUACHITA COUNCIL ON AGING PO BOX 7418 MONROE LA 71211 720650389 501C3 86661 TO SUPPORT AGENCY RAYS OF SONSHINE PO BOX 7299 MONROE LA 71211 721455295 501C3 21382 TO SUPPORT AGENCY ST VINCENT DE PAUL COMMUNITY 502 GRAMMONT STREET MONROE LA 71201 900014479 501C3 38646 TO SUPPORT AGENCY THE WELLSPRING 1515 JACKSON STREET MONROE LA 71201 720442226 501C3 194879 TO SUPPORT AGENCY UNION PARISH COUNCIL ON AGING 606 E BOUNDARY STREET FARMERVILLE LA 71241 720651270 501C3 34104 TO SUPPORT AGENCY WEST OUACHITA SENIOR CENTER 1800 NORTH 7TH STREET WEST MONROE LA 71291 720992952 501C3 82687 TO SUPPORT AGENCY CHRISTOPHER YOUTH CENTEROUR HOUSE PO BOX 7496 MONROE LA 712117496 721165751 501C3 38364 TO SUPPORT AGENCY THE HEALTH HUT 310 W MISSISSIPPI RUSTON AL 71270 273764078 501C3 10000 TO SUPPORT AGENCY SHRINERS HOSPITALS FOR CHILDREN - SHREVEPORT 3100 SAMFORD AVENUE SHREVEPORT LA 71103 362193608 501C3 20304 TO SUPPORT AGENCY ST JUDE'S CHILDREN RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 620646012 501C3 25579 TO SUPPORT AGENCY GLOBAL MISSIONS PROJECT 1720 MARS HILL ROAD SUITE 120-371 ACWORTH GA 30101 931332432 501C3 10043 TO SUPPORT AGENCY PILOTS FOR PATIENTS 3127 MERCEDES DRIVE MONROE LA 71201 261588817 501C3 9650 TO SUPPORT AGENCY ULM FOUNDATION 3601 DESIARD MONROE LA 71209 726028527 501C3 93500 TO SUPPORT AGENCY OPPORTUNITIES INDUSTRIAL CENTER PO BOX 4255 MONROE LA 71211 720801911 501C3 91240 TO SUPPORT AGENCY 27 COVID 19 RESPONSE 8934 116717 LOCAL TORNADO RESPONSE 242 98777 HOMELESS RESPONSE 923 98269 PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS UNITED WAY'S COMMUNITY INVESTMENT OPERATION EVALUATORS IS A TEAM OF VOLUNTEERS WITH ACCOUNTING/FINANCE BACKGROUNDS WHO REVIEW EACH AGENCY. THE EVALUATORS MAKE VISITS TO THE AGENCIES. THEY REVIEW FINANCIAL STATEMENTS, BOARD OF DIRECTORS MINUTES, CANCELLED CHECKS, BANK ACCOUNTS, PAYROLL TAX DEPOSIT CONFIRMATIONS, 941 FORMS, STATE UNEMPLOYMENT TAX RETURNS, AND STATE WITHHOLDING INCOME TAX RETURNS. THE COMMUNITY INVESTMENT COMMITTEE REVIEWS PROGRAM AND OUTCOME, MANAGEMENT INFORMATION AND ANY COLLABORATIVE EFFORTS BETWEEN THE AGENCY'S PROGRAM AND THE OTHER ORGANIZATIONS WHICH ASSIST THE AGENCY IN ACHIEVING ITS PROGRAM OUTCOMES. FORM 990, PART VI, SECTION A, LINE 6 FORM 990, PART VI, LINE 6 - CLASSES OF MEMBERS OR STOCKHOLDERS - ARTICLE 4 OF THE BYLAWS STATES "MEMBERS OF THE CORPORATION SHALL BE ANYONE WHO MAKES A CONTRIBUTION DURING THE FISCAL YEAR". FORM 990, PART VI, SECTION A, LINE 7A FORM 990, PART VI, LINE 7A - ELECTION OF MEMBERS AND THEIR RIGHTS - ARTICLE 6, SECTION 2 OF THE BYLAWS STATES "THE MEMBERS SHALL ELECT THE BOARD OF DIRECTORS". FORM 990, PART VI, SECTION A, LINE 7B FORM 990, PART VI, LINE 7B - DECISIONS SUBJECT TO APPROVAL OF MEMBERS - ARTICLE VII OF THE ARTICLES OF INCORPORATION STATE "THIS CHARTER MAY BE AMENDED OR ALTERED BY A TWO-THIRDS VOTE OF THE MEMBERS PRESENT AT THE ANNUAL MEETING OR A SPECIAL MEETING OF THE MEMBERS CALLED FOR THAT PURPOSE". FORM 990, PART VI, SECTION B, LINE 11B FORM 990, PART VI, LINE 11B - ORGANIZATION'S PROCESS TO REVIEW FORM 990 - FORM 990 IS REVIEWED WITH THE AUDIT/FINANCE COMMITTEE. IT IS THEN PRESENTED TO THE BOARD PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C FORM 990, PART VI, LINE 12C - ENFORCEMENT OF CONFLICTS POLICY - UNITED WAY ASKS ALL STAFF AND VOLUNTEERS, INCLUDING THE BOARD OF DIRECTORS, TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT DISCLOSING ANY RELATIONSHIPS THEY HAVE WITH BUSINESSES DOING ANY BUSINESS WITH THE UNITED WAY. IF A VOTING MATTER ARISES CONCERNING PARTIES IN WHICH A CONFLICT OF INTEREST EXISTS, THAT BOARD MEMBER ABSTAINS FROM THE VOTE. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, LINE 15A - COMPENSATION PROCESS FOR TOP OFFICIAL DURING THE BUDGET PROCESS - STAFF SALARIES ARE COMPARED TO UNITED WAY OF AMERICA STAFF SALARY SURVEYS FOR SALARIES FOR THE POSITIONS IN UNITED WAY ACROSS THE COUNTRY. THESE SURVEYS GIVE EACH POSITION AND ARE BROKEN DOWN INTO REGIONS OF THE COUNTRY AND BY UNITED WAY SIZE. BASED ON THE SALARIES IN THE SURVEY, UNITED WAY WILL THEN PROPOSE SALARIES TO THE COMPENSATION COMMITTEE, THEN THE FINANCE COMMITTEE, AND FINALLY THE BOARD. COMPENSATION PROCESS FOR OFFICERS SAME AS PART VI, LINE 15A. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 PART VI, LINE 19 - GOVERNING DOCUMENTS DISCLOSURE EXPLANATION - THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE WEBSITE. OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990 - ADDITIONAL INFORMATION COMPUTATION OF OVERHEAD PERCENTAGE: MANAGEMENT & GENERAL EXPENSES (FORM 990, PART IX, LINE 25C) $311,581 FUNDRAISING EXPENSES (FORM 990, PART IX, LINE 25D) $499,207 TOTAL MANAGEMENT & GENERAL AND FUNDRAISING EXPENSES $810,788 TOTAL REVENUE (FORM 990, PART VIII, LINE 12A) $4,731,619 TOTAL M&G AND FR EXPENSES / TOTAL REVENUE = OVERHEAD % 17.13% FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.