2020-11-12T12:08:19-06:00 2020-06-30 061667465 PRAGER METIS CPAS LLC 510 HAIGHT AVE POUGHKEEPSIE NY 12603 990 2019-07-01 061045698 UNITED WAY OF THE DUTCHESS-ORANGE REGION INC UNIT 8454711900 75 MARKET STREET POUGHKEEPSIE NY 12601 JEANNIE MONTANO PRESIDENT & CEO 8454711900 2020-11-11 true BRENDA K SANTORO P00305062 8454737774 2020-11-11 173.50.165.82 2020-11-12 12:08:19 CS P DE762C18F0B1150B505FED3876381AE5DEEEC87B DE762C18F0B1150B505FED3876381AE5DEEEC87B 2019 2021-01-29 14:40:06Z JEANNIE MONTANO 75 MARKET STREET POUGHKEEPSIE NY 12601 3054241 false X WWW.UWDOR.ORG X 1987 NY TO FIGHT FOR THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF EVERY PERSON IN OUR COMMUNITY. 19 19 16 3318 0 2651628 2466467 0 174030 164760 219467 134066 3045125 2765293 1643178 1448786 0 983223 1051777 0 319635 446110 478446 3072511 2979009 -27386 -213716 5110497 4763027 394372 370853 4716125 4392174 X TO FIGHT FOR THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF EVERY PERSON IN OUR COMMUNITY. false false 777502 316500 HEALTH UNITED WAY STRIVES TO HELP CHILDREN AND YOUNG ADULTS IDENTIFY AND PURSUE HEALTHY LIFESTYLES BY IMPROVING ACCESS TO NUTRITIOUS FOODS AND PROVIDING EDUCATION ABOUT NUTRITION AND THE IMPORTANCE OF A HEALTHY DIET. UNITED WAY ALSO ARMS STUDENTS WITH THE KNOWLEDGE AND SKILLS TO IDENTIFY AND PREVENT INSTANCES OF DOMESTIC VIOLENCE, BULLYING AND ABUSE. 1200377 588932 INCOME THE PROGRAMS ARE GEARED TO HELP INDIVIDUALS AND FAMILIES BECOME FINANCIALLY STABLE AND INDEPENDENT. UNITED WAY STRIVES TO GUARANTEE SENIORS AND LOW- INCOME INDIVIDUALS ACCESS TO FREE, RELIABLE TAX PREPARATION SERVICES AND HELPS TO EDUCATE THEM ABOUT OTHER PROGRAMS AVAILABLE TO HELP STRETCH LIMITED RESOURCES. WE PROVIDE ACCESS TO SOURCES TO ASSIST LOW-INCOME WORKERS THROUGH A HARDSHIP TO PREVENT THEM FROM FALLING INTO A FINANCIAL CRISIS AND TO PROGRAMS THAT TEACH CHILDREN AND ADULTS THE SKILLS NECESSARY TO BECOME FINANCIALLY STABLE. 304260 155000 EDUCATION UNITED WAY FOCUSES ON CHILDREN AND YOUTH TO HELP THEM ACHIEVE THEIR POTENTIAL THROUGH EDUCATION. WE SUPPORT FAMILIES AND CAREGIVERS WITH EDUCATION ABOUT HOW CHILDREN AND YOUTH LEARN SO THAT ECONOMIC STATUS WILL NOT BE A BARRIER TO SUCCESS. UNITED WAY HELPS ADDRESS LITERACY NEEDS AT AN EARLY AGE SO CHILDREN CAN DEVELOP IN THE WORLD AROUND THEM AS WELL AS PROVIDE SAFE ENVIRONMENTS WHERE CHILDREN CAN LEARN LEADERSHIP SKILLS. 180512 180512 DONOR DIRECTED GIFTS- GRANTS TO 501(C)(3) CHARITIES DIRECTED BY THE ORGANIZATION'S DONORS. PROGRAM SERVICES INCLUDES EXPENSES INCURRED SPECIFICALLY IN RESPONSE TO THE COVID-19 PANDEMIC. THE ORGANIZATION IMMEDIATELY RESPONDED TO COVID IN THE COMMUNITY, CREATING A COVID RELIEF FUND AND DISTRIBUTING FOOD, BASIC ESSENTIALS AND PPE TO THE FAMILIES MOST AFFECTED. IT MOBILIZED DONORS, ASSESSED THE MOST DIRE NEEDS IN THE COMMUNITY AND BEGAN DISTIRBUTING FUNDS WEEKLY TO THOSE NEGATIVELY IMPACTED BY COVID. TO DATE, IT HAS AIDED IN NUMEROUS COMMUNITY PROJECTES RESULTING IN COMMUNITY MEALS BEING DISTRIBUTED, FRONTLINE WORKERS HAVING ACCESS TO LIFE-SAVING PPE, AND PROVIDED COMMUNITY MEMBERS WITH HYGINE AND OTHER BASIC NEEDS. IT ALSO ADDRESSED FOOD INSECURITY FOR COLLEGE STUDENTS, PROVIDED CRITICAL SUPPORT FOR VETERANS, AND DELIVERED MEALS TO FRONTLINE HEALTH WORKERS. FINALLY, IT OFFERED AROUND THE CLOCK HUMAN SERVICE REFERRALS AND ADVICE TO RESIDENTS THROUGH THE 211 HELPLINE. 180512 180512 2462651 true true false false false false false false false true true true false false true true true false false false false false false false true false false true false true false false false false false false false false true false false false false false false false false true 5 0 16 true false false false false false false false false false false false false false false false false false X 19 19 false false false false false false false true true false false true true true true true true true true false NY X X X SUSAN MANNING 8454711900 75 MARKET STREET POUGHKEEPSIE NY 12601 KEVIN CLEARY CHAIR 2.00 X X 0 0 0 AMY BILDZOK VICE CHAIR 2.00 X X 0 0 0 SUSAN HOWELL TREASURER 2.00 X X 0 0 0 MICHAEL MAZZUCA SECRETARY 2.00 X X 0 0 0 DAVID JOLLY PAST CHAIR 2.00 X 0 0 0 FRED CLARKE BOARD MEMBER 2.00 X 0 0 0 PHILIP S DERASMO BOARD MEMBER 2.00 X 0 0 0 TIMOTHY EISENTRAUT BOARD MEMBER 2.00 X 0 0 0 MELISSA GAEKE BOARD MEMBER 2.00 X 0 0 0 JULIA KAMMERER BOARD MEMBER 2.00 X 0 0 0 PHILLIP LEKANIDES BOARD MEMBER 2.00 X 0 0 0 RICHARD MAYFIELD BOARD MEMBER 2.00 X 0 0 0 SHARON MCGINNIS BOARD MEMBER 2.00 X 0 0 0 TIMOTHY M MURPHY BOARD MEMBER 2.00 X 0 0 0 JOHN NARDI BOARD MEMBER 2.00 X 0 0 0 MICHELLE S O'REILLY BOARD MEMBER 2.00 X 0 0 0 MATTHEW IAN PAQUET BOARD MEMBER 2.00 X 0 0 0 SCOTT SWEENEY BOARD MEMBER 2.00 X 0 0 0 BRIAN M WALDRON BOARD MEMBER 2.00 X 0 0 0 JEANNIE MONTANO PRESIDENT & 40.00 X 150204 0 27949 SUSAN MANNING DIR FINANCE 40.00 X 68166 0 14399 218370 42348 1 false true false 464225 2002242 203668 2466467 136630 136630 297643 269513 28130 28130 28130 93680 19435 74245 74245 PPP GRANT 43347 43347 OTHER INCOME 16474 16474 59821 2765293 87951 210875 1448786 1448786 273698 163625 69018 41055 572260 355782 70159 146319 55009 41926 4542 8541 78406 56252 10036 12118 72404 43768 11549 17087 761 437 116 208 28332 16281 4310 7741 41735 41735 19084 12455 2371 4258 14262 12980 1282 51724 32749 2999 15976 46518 27481 2541 16496 48899 31306 6405 11188 8429 5424 214 2791 11414 8072 485 2857 895 512 137 246 24058 13759 3683 6616 37928 24283 4968 8677 18942 10833 2900 5209 OTHER PROGRAM EXPENSES 110233 110233 CAMPAIGN ADMIN FEES 9089 9089 DUES & SUBSCRIPTIONS 6143 3972 290 1881 2979009 2462651 196723 319635 137927 134838 42274 31080 808018 666279 30649 19038 975886 638608 375206 337278 1298293 1387539 2306708 2129480 111422 57495 5110497 4763027 260936 141747 115359 101358 18077 127748 394372 370853 X 3383138 3087638 1332987 1304536 4716125 4392174 5110497 4763027 -213716 -110235 X false true X true false X 2596925 2655101 2189091 2851464 2540712 12833293 2596925 2655101 2189091 2851464 2540712 12833293 397783 12435510 91902 68265 76684 85931 136630 459412 6501 3810 14161 19631 59821 103924 13396629 0.92830 0.93790 X PART II, LINE 10 OTHER INCOME 103,924 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2306708 -93875 10324 73029 2129480 2362763 16304 72359 2306708 2333860 148903 120000 2362763 2100600 291631 58371 2333860 2189823 -31197 58026 2100600 0.44210 0.13320 0.42470 true false 12000 12000 80000 64000 16000 791888 493414 298474 91998 81194 10804 337278 POOLED INVESTMENT ACCOUNT 2129480 F 2129480 REFUNDABLE ADVANCE 113153 CAPITAL LEASE OBLIGATIONS 11214 OTHER LIABILITIES 3381 127748 X 2485676 -110235 33429 19435 -57371 2543047 41735 180511 222246 2765293 2809627 33429 19435 52864 2756763 41735 180511 222246 2979009 SCHEDULE D, PAGE 2, PART V, LINE 4 THE ORGANIZATION'S INTENDED USE OF ITS ENDOWMENT FUNDS IS TO PROVIDE LONG TERM SUPPORT FOR THE ORGANIZATION'S PROGRAMS. SCHEDULE D, PAGE 3, PART X MANAGEMENT EVALUATES TAX POSITIONS TAKEN BY THE UNITED WAY AND RECOGNIZES A TAX LIABILITY IF THE UNITED WAY HAS TAKEN UNCERTAIN TAX POSITIONS THAT MORE LIKELY THAN NOT WILL NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS CONCLUDED THAT AS OF JUNE 30, 2020, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE UNITED WAY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. IN THE EVENT THAT THE UNITED WAY INCURS ANY INTEREST AND PENALTIES, IT WILL PRESENT INTEREST AS A COMPONENT OF INTEREST EXPENSE AND PENALTIES AS A COMPONENT OF OFFICE EXPENSE IN THE YEAR INCURRED. SCHEDULE D, PAGE 4, PART XI, LINE 2D SPECIAL EVENT EXPENSES 19,435 SCHEDULE D, PAGE 4, PART XI, LINE 4B DONOR DESIGNATED AMOUNTS 180,511 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENT EXPENSES 19,435 SCHEDULE D, PAGE 4, PART XII, LINE 4B DONOR DESIGNATED AMOUNTS 180,511 CELEBRATION OF 47667 47667 4885 ANNUAL KICKOFF 46013 46013 9582 93680 93680 14467 14467 79213 true AMERICA'S BEST CHARITIES 1100 LARKSPUR LANDING CIRCLE LARKSPUR CA 94939 943067804 28237 DONOR DIRECTED AMERICA'S CHARITIES 14150 NEWBROOK DRIVE SUITE 110 CHANTILLY VA 20151 541517707 9329 DONOR DIRECTED BIG BROTHERS BIG SISTERS OF ORANGE PO BOX 426 VAILS GATE NY 12584 141597893 15000 HEALTH BOYS & GIRLS CLUB OF NEWBURGH INC 285 LIBERTY STREET NEWBURGH NY 12550 141506144 40000 EDUCATION CATHOLIC CHARITIES COMMUNITY SERVIC 1011 FIRST AVENUE 6TH FLOOR NEW YORK NY 10022 461341563 15000 INCOME CATHOLIC CHARITIES COMMUNITY SERVIC 27 MATTHEWS STREET GOSHEN NY 10924 320151827 15000 INCOME CENTER FOR GOVERNMENT RESEARCH 1 SOUTH WASHINGTON ST SUITE 400 ROCHESTER NY 14614 160754774 10000 INCOME CENTER FOR THE PREVENTION OF CHILD 35 VAN WAGNER RD POUGHKEEPSIE NY 12603 141584091 15000 HEALTH COMMUNITY HEALTH CHARITIES OF NY PO BOX 759093 BALTIMORE MD 21275 222570476 24956 DONOR DIRECTED CORNELL COOPERATIVE EXTENSION DUTCH 2715 ROUTE 44 SUITE 1 MILLBROOK NY 12545 146036882 10000 HEALTH DUTCHESS COUNTY COMMUNITY ACTION AG 77 CANNON ST POUGHKEEPSIE NY 12601 141611857 20000 INCOME DUTCHESS COUNTY COMMUNITY ACTION AG 77 CANNON ST POUGHKEEPSIE NY 12601 141611857 30000 INCOME DUTCHESS COUNTY COMMUNITY ACTION AG 77 CANNON ST POUGHKEEPSIE NY 12601 141611857 15000 INCOME DUTCHESS OUTREACH INC 29 N HAMILTON ST SUITE 222 POUGHKEEPSIE NY 12601 222339537 12000 INCOME DUTCHESS OUTREACH INC 29 N HAMILTON ST SUITE 222 POUGHKEEPSIE NY 12601 222339537 10000 HEALTH EXODUS TRANSITIONAL COMMUNITY 2271 3RD AVENUE NEW YORK NY 10035 311731465 10000 INCOME FAMILY SERVICES INC 29 NORTH HAMILTON STREET POUGHKEEPSIE NY 12601 141338399 10000 HEALTH FAMILY SERVICES INC 29 NORTH HAMILTON STREET POUGHKEEPSIE NY 12601 141338399 20000 HEALTH FOOD FOR KIDS 2 FATHER TIERNEY CIRCLE WASHINGTONVILLE NY 10992 823650190 7500 HEALTH GRACE SMITH HOUSE INC 1 BROOKSIDE AVENUE POUGHKEEPSIE NY 12601 141626657 10000 EDUCATION GRACE SMITH HOUSE INC 1 BROOKSIDE AVENUE POUGHKEEPSIE NY 12601 141626657 20000 HEALTH GRACE SMITH HOUSE INC 1 BROOKSIDE AVENUE POUGHKEEPSIE NY 12601 141626657 10000 INCOME HONOREHG INC 38 SEWARD AVENUE MIDDLETOWN NY 10940 141596731 20000 HEALTH HUDSON RIVER HOUSING 313 MILL STREET POUGHKEEPSIE NY 12601 222456648 20000 HEALTH HUDSON RIVER HOUSING 313 MILL STREET POUGHKEEPSIE NY 12601 222456648 15000 INCOME HUDSON RIVER HOUSING 313 MILL STREET POUGHKEEPSIE NY 12601 222456648 25000 INCOME HUDSON VALLEY SEED INC PO BOX 223 BEACON NY 12508 463267308 30000 HEALTH JEWISH FAMILY SERVICES 720 ROUTE 17 M MIDDLETOWN NY 10940 141731791 12000 INCOME LEGAL SERVICES OF THE HUDSON VALLEY 331 MAIN ST 2ND FLOOR SUITE 200 POUGHKEEPSIE NY 12601 136265606 22000 INCOME LEGAL SERVICES OF THE HUDSON VALLEY 331 MAIN ST 2ND FLOOR SUITE 200 POUGHKEEPSIE NY 12601 136265606 10000 INCOME LITERACY CONNECTIONS OF THE HUDSON 325 MAIN STREET POUGHKEEPSIE NY 12601 141710952 40000 EDUCATION NEIGHBOR TO NEIGHBOR 248 E PUTNAM AVENUE GREENWICH CT 06830 066071605 5078 DONOR DIRECTED NEWBURGH ARMORY UNITY CENTER 321 SOUTH WILLIAM STREET NEWBURGH NY 12550 274649035 25000 EDUCATION NORTHEAST COMMUNITY COUNCIL INC PO BOX 35 MILLERTON NY 12546 141736237 10000 HEALTH PAWLING RESOURCE CENTER PO BOX 331 PAWLING NY 12564 510195123 7500 INCOME POUGHKEEPSIE FARM PROJECT PO BOX 3143 POUGHKEEPSIE NY 12603 141813679 30000 HEALTH REGIONAL FOOD BANK OF NORTHEASTERN 965 ALBANY SHAKER ROAD LATHAM NY 12110 222470885 9432 DONOR DIRECTED REGIONAL FOOD BANK OF NORTHEASTERN 965 ALBANY SHAKER ROAD LATHAM NY 12110 222470885 20000 HEALTH SAFE HOMES OF ORANGE COUNTY PO BOX 649 NEWBURGH NY 12550 141679391 10000 EDUCATION SAFE HOMES OF ORANGE COUNTY PO BOX 649 NEWBURGH NY 12550 141679391 20000 HEALTH SAFE HOMES OF ORANGE COUNTY PO BOX 649 NEWBURGH NY 12550 141679391 12000 INCOME THE ART EFFECT (FORMERLY SPARK MEDI 45 PERSHING AVENUE POUGHKEEPSIE NY 12601 222538177 15000 HEALTH THE NATIONAL ALLIANCE FOR MENTAL IL PO BOX 787 POUGHKEEPSIE NY 12602 112622795 15000 HEALTH UNITED WAY OF WESTCHESTER PUTNAM 336 CENTRAL PARK AVE WHITE PLAINS NY 10601 131997636 10000 INCOME UNITED WAY OF WESTCHESTER PUTNAM 336 CENTRAL PARK AVE WHITE PLAINS NY 10601 131997636 32000 INCOME VASSAR COLLEGE URBAN EDUCATION INIT 124 RAYMOND AVE BOX 709 POUGHKEEPSIE NY 12604 141338587 25000 EDUCATION UNITED WAY OF WESTCHESTER PUTNAM 336 CENTRAL PARK AVE WHITE PLAINS NY 10601 131997636 42682 INCOME UNITED WAY OF WESTCHESTER PUTNAM 336 CENTRAL PARK AVE WHITE PLAINS NY 10601 131997636 8000 INCOME THE NEWBURGH MINISTRY 9 JOHNSTON STREET NEWBURGH NY 12550 141706558 243750 INCOME HABITAT FOR HUMANITY OF GREATER NEW 125 WASHINGTON STREET NEW YORK NY 12550 141815690 7000 INCOME REGIONAL FOOD BANK OF NORTHEASTERN 965 ALBANY SHAKER ROAD LATHAM NY 12110 222470885 10000 HEALTH DUTCHESS COMMUNITY COLLEGE FOUNDATI 53 PENDELL ROAD POUGHKEEPSIE NY 12601 222484101 7500 HEALTH SUNY ORANGE FOUNDATION 115 SOUTH STREET MIDDLETOWN NY 10940 133219917 6500 HEALTH 39 SCHEDULE I, PAGE 1, PART I, LINE 2 APPLICANT IS REQUIRED TO FILL OUT A COMMUNITY IMPACT APPLICATION. APPLICATIONS ARE REVIEWED BY AREA COUNCIL VOLUNTEERS. IF APPROVED FOR FUNDING, THE APPLICANT MUST SIGN A PARTNERSHIP AGREEMENT IN ADDITION TO A CONTRACT. THE PARTNERSHIP AGREEMENT REQUIRES THAT THE AGENCY (1) BE A 501(C)(3) ORGANIZATION, (2) SUBMIT AUDITED FINANCIAL STATEMENTS AND FORM 990, (3) SUBMIT A MID-YEAR REVIEW REPORT, AND (4) PROVIDE AN ACCOUNTING OF HOW THE FUNDS WERE SPENT. THE COUNCIL RESERVES THE RIGHT TO OBSERVE FUNDED PROGRAMS. X false false false false false false false false false JEANNIE MONTANO PRESIDENT & CEO 150204 12016 15933 178153 X 193615 THRIFT SHOP VALUE X 1 10053 FMV false false false FORM 990, PAGE 2, PART III, LINE 4D DONOR DIRECTED GIFTS- GRANTS TO 501(C)(3) CHARITIES DIRECTED BY THE ORGANIZATION'S DONORS. PROGRAM SERVICES INCLUDES EXPENSES INCURRED SPECIFICALLY IN RESPONSE TO THE COVID-19 PANDEMIC. THE ORGANIZATION IMMEDIATELY RESPONDED TO COVID IN THE COMMUNITY, CREATING A COVID RELIEF FUND AND DISTRIBUTING FOOD, BASIC ESSENTIALS AND PPE TO THE FAMILIES MOST AFFECTED. IT MOBILIZED DONORS, ASSESSED THE MOST DIRE NEEDS IN THE COMMUNITY AND BEGAN DISTIRBUTING FUNDS WEEKLY TO THOSE NEGATIVELY IMPACTED BY COVID. TO DATE, IT HAS AIDED IN NUMEROUS COMMUNITY PROJECTES RESULTING IN COMMUNITY MEALS BEING DISTRIBUTED, FRONTLINE WORKERS HAVING ACCESS TO LIFE-SAVING PPE, AND PROVIDED COMMUNITY MEMBERS WITH HYGINE AND OTHER BASIC NEEDS. IT ALSO ADDRESSED FOOD INSECURITY FOR COLLEGE STUDENTS, PROVIDED CRITICAL SUPPORT FOR VETERANS, AND DELIVERED MEALS TO FRONTLINE HEALTH WORKERS. FINALLY, IT OFFERED AROUND THE CLOCK HUMAN SERVICE REFERRALS AND ADVICE TO RESIDENTS THROUGH THE 211 HELPLINE. FORM 990, PAGE 6, PART VI, LINE 11B THE DIRECTOR OF FINANCE AND ADMINISTRATION, TOGETHER WITH THE INDEPENDENT ACCOUNTING FIRM, PREPARES THE FORM 990. IT IS PRESENTED TO AND REVIEWED IN DETAIL WITH THE AUDIT AND FINANCE COMMITTEES FOR ACCURACY AND COMPLETENESS. THE AUDIT COMMITTEE AUTHORIZES IT TO BE PRESENTED TO THE EXECUTIVE COMMITTEE WITH A RECOMMENDATION TO FILE. THE CHAIRMAN OF THE AUDIT COMMITTEE PRESENTS THE 990 TO THE EXECUTIVE COMMITTEE LINKING THE DATA TO THE ANNUAL AUDIT REPORT. THE EXECUTIVE COMMITTEE AUTHORIZES THE RELEASE OF THE 990 TO THE FULL BOARD WITH A RECOMMENDATION TO FILE. THE RETURN IS DISTRIBUTED TO THE BOARD MEMBERS FOR REVIEW AND DISCUSSION AT A BOARD MEETING. A RESOLUTION IS ADOPTED TO APPROVE THE FILING OF THE RETURN. FORM 990, PAGE 6, PART VI, LINE 12C ANNUALLY ALL MEMBERS OF THE BOARD, OFFICERS AND EMPLOYEES ARE REQUIRED TO COMPLETE OR UPDATE AND RECERTIFY COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY SIGNING AND DATING A COPY OF THE POLICY. IN ADDITION EACH VOTE SHEET FOR ANY RESOLUTION FOR THE GRANTING OF FUNDS PRESENTED TO THE BOARD INCLUDES THE STATEMENT "ARE YOU RELATED TO ANY OF THE RECEIPIENTS OR DO YOU STAND TO BENEFIT FROM THE RECEIPIENTS RECEIVING THESE FUNDS? IF SO, PLEASE DISCLOSE, ANY MEMBER WITH A POSITIVE RESPONSE MUST RECUSE THEMSELVES." FORM 990, PAGE 6, PART VI, LINE 15A THE PRESIDENT AND CEO COMPLETES A SELF-EVALUATION USING A PRE-DETERMINED EVALUATION FORM WITH SEVEN SPECIFIC QUESTIONS. THESE SEVEN QUESTIONS ARE ANSWERED IN WRITTEN ESSAY/BULLET STYLE. A SECOND SECTION IS A SCALE-STYLE FORMAT WITH QUESTIONNAIRE THAT RANKS PERFORMANCE WITHIN A 1-5 FORMAT. THIS EVALUATION IS THEN PRESENTED TO THE BOARD CHAIR BY THE CHAIR OF THE EVALUATION COMMITTEE. THE BOARD CHAIR REQUESTS THE GOVERNANCE COMMITTEE AND BOARD MEMBERS TO COMPLETE AN EVALUATION ON THE PRESIDENT USING THE SAME EVALUATION TOOLS. THESE ARE THEN COMBINED AND THE BOARD CHAIR, THE PAST CHAIR, AND THE CEO MEET TO DISCUSS THE RESULTS. A MUTUAL PLAN IS DEVELOPED FOR NEXT YEAR'S GOALS AND OBJECTIVES. THE CHAIR AND PAST CHAIR DISCUSS THE RESULTS IN EXECUTIVE SESSION WITH THE GOVERNANCE COMMITTEE AND THEN THE FULL BOARD WHERE A BOARD VOTE IS MADE TO ACCEPT THE RECOMMENDATIONS. THE CHAIR AND PAST CHAIR DECIDE ON SALARY INCREASES USING SALARY INFORMATION FROM A NUMBER OF SOURCES. THE PRINCIPAL SOURCE IS THE UWW HUMAN CAPITAL STUDY: EXECUTIVE SALARY REPORT WHICH PROVIDES SALARY COMPARISONS FOR UNITED WAYS OF COMPARABLE SIZE, COMPLEXITY AND LOCATION. OTHER SOURCES USED INCLUDE A SUMMARY OF OTHER LOCAL NON-PROFIT ORGANIZATION'S SALARIES THROUGH COMPARISONS OF 990'S. FORM 990, PAGE 6, PART VI, LINE 15B EACH STAFF PERSON COMPLETES A SELF-EVALUATION USING A PRE-DETERMINED EVALUATION FORM. THE FORM IS REVIEWED BY THEIR SUPERVISOR AND THE SUPERVISOR'S COMMENTS ARE ADDED. PERFORMANCE IS SCORED USING A WEIGHTED SYSTEM BASED UPON EACH EMPLOYEE'S JOB DESCRIPTION. THE EVALUATION IS PRESENTED TO THE PRESIDENT FOR REVIEW AND APPROVAL. THE COMPLETED EVALUATION IS DISCUSSED WITH THE EMPLOYEE AND A MUTUAL PLAN IS DEVELOPED FOR THE NEXT YEAR'S GOALS AND OBJECTIVES. THE PRESIDENT MAKES THE RECOMMENDATION FOR SALARY ADJUSTMENTS AND THEY ARE APPROVED BY THE BOARD AS PART OF THE ANNUAL BUDGET APPROVAL PROCESS. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATIONAL DOCUMENTS ARE A PUBLIC RECORD FILED WITH NYS ATTORNEY GENERAL'S OFFICE. A FINANCIAL OVERVIEW, THE CONFLICT OF INTEREST STATEMENT, WHISTLEBLOWER POLICY, PRIVACY POLICY, CODE OF ETHICS,AUDIT REPORT AND THE ANNUAL REPORT ARE ACCESSIBLE IN THE ACCOUNTABILITY SECTION OF ABOUT US ON OUR WEBSITE.HTTP://WWW.UWDOR.ORG/ACCOUNTABILITY