2017-11-14T14:35:41-06:00 2017-06-30 205907591 SMITH LEONARD PLLC 4035 PREMIER DRIVE SUITE 300 HIGH POINT NC 27265 990 2016-07-01 560668555 UNITED WAY OF GREATER GREENSBORO INC UNIT 3363786600 1500 YANCEYVILLE STREET GREENSBORO NC 27405 MICHELLE GETHERS-CLARK PRESIDENT/CEO/DIRECTOR 3363786600 2017-10-31 1 ADRIENNE MCKINNEY P00819656 3368830181 216.237.202.66 2017-10-31 14:33:55 ED P 4788B4E0A390857B1680EB2F3297B0F12B6F5CD6 36F4D1D0174AF8506237ABF86F4AE44629B894A6 2016 2017-02-10 21:41:12Z MICHELLE GETHERS-CLARK 1500 YANCEYVILLE STREET GREENSBORO NC 27405 12478657 0 X WWW.UNITEDWAYGSO.ORG X 1968 NC UNITED WAY OF GREATER GREENSBORO IS A NONPROFIT ORGANIZATION THAT MAKES INVESTMENTS IN THE COMMUNITY SO THAT EVERY INDIVIDUAL AND FAMILY CAN SUCCEED. THROUGH COMMUNITY PARTNERSHIPS, UNITED WAY HELPS CHILDREN AND YOUNG PEOPLE SUCCEED IN SCHOOL AND IN LIFE, OFFERS FINANCIAL STABILITY FOR INDIVIDUALS AND FAMILIES, AND EMPOWERS ALL TO LEAD A HEALTHY LIFE. UNITED WAY MOBILIZES AND UNITES THE PASSION, EXPERTISE AND RESOURCES OF CARING CITIZENS AND INVESTS IN EFFECTIVE PROGRAMS TO ACHIEVE SOLUTIONS TO THE COMMUNITY'S MOST CRITICAL ISSUES. TOGETHER, WITH COMMUNITY AND CORPORATE PARTNERS, DONORS, VOLUNTEERS AND ADVOCATES, UNITED WAY OF GREATER GREENSBORO IS FOCUSING ITS WORK ON BREAKING THE CYCLE OF POVERTY IN GREATER GREENSBORO AND CREATING OPPORTUNITIES FOR A HIGH QUALITY OF LIFE FOR ALL. 37 37 37 933 0 0 10255852 10516676 36883 38285 166970 414926 25460 14662 10485165 10984549 7589241 7434023 0 0 2270761 2068896 0 0 737784 608747 529243 10468749 10032162 16416 952387 15630589 16443369 6870098 6152669 8760491 10290700 TO IMPROVE LIVES AND CREATE THRIVING COMMUNITIES BY MOBILIZING AND UNITING THE CARING POWER OF GREENSBORO, NORTH CAROLINA 0 0 5873320 5175477 39798 SUPPORT AGENCY PROGRAMS OF GREATER GREENSBORO:UNITED WAY OF GREATER GREENSBORO UTILIZES A VOLUNTEER-DRIVEN PROCESS TO INVEST RESOURCES IN INITIATIVES AND PROGRAMS THAT ARE FOCUSED ON CREATING SOLID FOUNDATIONS IN THE AREAS OF EDUCATION, FINANCIAL STABILITY, AND HEALTH, BECAUSE THESE ARE THE BUILDING BLOCKS FOR A QUALITY LIFE. WE ALL WIN WHEN CHILDREN SUCCEED IN SCHOOL, FAMILIES ARE FINANCIALLY STABLE, AND PEOPLE ARE STRONGER AND HEALTHIER. SEE STATEMENT 1 FOR THE LISTING OF THE INVESTMENT OF RESOURCES BY UNITED WAY OF GREATER GREENSBORO. 1971987 1622146 FACILITATE DONOR DESIGNATIONS:UNITED WAY OF GREATER GREENSBORO ALLOWS DONORS THE CHOICE TO LET UNITED WAY INVEST THEIR DONATIONS BY WAY OF UNDESIGNATED DOLLARS, LETTING COMMUNITY EXPERTS DIRECT DOLLARS TO THE GREATEST PRESSING COMMUNITY NEEDS IN THE AREAS OF EDUCATION, INCOME AND HEALTH. LIKEWISE, UNITED WAY OF GREATER GREENSBORO FACILITATES DONOR DESIGNATIONS. THIS MEANS THAT UNITED WAY ALSO ALLOWS THE DONORS TO DIRECT THEIR CONTRIBUTIONS TOWARDS SPECIFIC AREAS OF INTEREST OR PARTNER AGENCIES THAT RELATE TO THE PASSION AND INTEREST OF THE INVESTING DONORS. 418331 636400 UNITED WAY OF GREATER GREENSBORO PARTNERS WITH LEADING COMMUNITY HUMAN SERVICE ORGANIZATIONS TO ADDRESS THE ROOT CAUSES OF POVERTY SO THAT FAMILIES ARE EQUIPPED TO ACHIEVE FINANCIAL INDEPENDENCE AND STABILITY. PLACE-BASED INTEGRATED SERVICE DELIVERY IS PROVIDED AT THE FAMILY SUCCESS CENTER TO PRESENT SOLUTIONS THAT ADDRESS THE NEEDS OF ALL MEMBERS OF THE FAMILY UNIT. WE ARE FOCUSED ON ENSURING THAT CHILDREN ARE READY FOR SCHOOL, PARENTS ARE EQUIPPED TO SUPPORT EARLY LEARNING AND LITERACY, ALL MEMBERS OF THE FAMILY HAVE ACCESS TO HEALTHCARE TO HELP IMPROVE THEIR PHYSICAL AND MENTAL HEALTH, AND ADULTS ARE ABLE TO GET AND KEEP JOBS THAT PROVIDE A LIVING WAGE AND A RELIABLE SOURCE OF INCOME. UNITED WAY OF GREATER GREENSBORO IS LEADING THE WAY TO CREATE POSITIVE, IMPACTFUL CHANGE IN THE LIVES OF FAMILIES IN OUR COMMUNITY. 8263638 1 1 0 0 0 1 0 0 0 1 1 0 0 1 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 14 0 1 37 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 37 37 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X LYNNE KIRSCH 3363785041 1500 YANCEYVILLE STREET GREENSBORO NC 27405 DAN BURDETT DIRECTOR 1.00 X 0 0 0 TINA AKERS BROWN DIRECTOR 1.00 X 0 0 0 PETE CALLAHAN DIRECTOR 1.00 X 0 0 0 JASON BOHRER CHAIR OF THE BOARD 5.00 X X 0 0 0 JEFF JOHNSON DIRECTOR 3.00 X 0 0 0 SUE W COLE DIRECTOR 1.00 X 0 0 0 JIM WESTMORELAND DIRECTOR 1.00 X 0 0 0 DR PAUL LESLIE DIRECTOR 2.00 X 0 0 0 KIMBERLY B GATLING DIRECTOR 1.00 X 0 0 0 MAE DOUGLAS DIRECTOR 3.00 X 0 0 0 DR SAMANTHA MAGILL DIRECTOR 1.00 X 0 0 0 M DANIEL MCGINN SECRETARY & LEGAL COUNSEL 4.00 X X 0 0 0 RICHARD NEWMAN DIRECTOR 2.00 X 0 0 0 PASTER LEE STOKES DIRECTOR 1.00 X 0 0 0 GREGG STRADER VICE CHAIR OF THE BOARD 5.00 X 0 0 0 MIKE DIAMOND DIRECTOR 1.00 X 0 0 0 DR EDWARD A ROBINSON DIRECTOR 2.00 X 0 0 0 JUDITH SCHANEL DIRECTOR 1.00 X 0 0 0 MARTIN S SCHNEIDER DIRECTOR 1.00 X 0 0 0 JASON STRANGE TREASURER OF THE BOARD 5.00 X X 0 0 0 AARON STRASSER DIRECTOR 2.00 X 0 0 0 SUE D WHITE DIRECTOR 2.00 X 0 0 0 BENJAMIN ZURAW DIRECTOR 1.00 X 0 0 0 ANGIE BULLARD FOX DIRECTOR 1.00 X 0 0 0 JEFF GAUGER DIRECTOR 1.00 X 0 0 0 ROBIN HAGER DIRECTOR 1.00 X 0 0 0 JOHN HOUGHTBY DIRECTOR 1.00 X 0 0 0 MARK KIEL DIRECTOR 1.00 X 0 0 0 RON MILSTEIN DIRECTOR 1.00 X 0 0 0 BRIAN PIERCE DIRECTOR 1.00 X 0 0 0 JANE TREVEY DIRECTOR 2.00 X 0 0 0 DR TERRENCE YOUNG DIRECTOR 1.00 X 0 0 0 CHUCK BURNS DIRECTOR 3.00 X 0 0 0 JACQUELEAN GILLIAM DIRECTOR 1.00 X 0 0 0 DR ANTONIA MONK RICHBURG DIRECTOR 1.00 X 0 0 0 BOB SCHEPPEGRELL DIRECTOR 1.00 X 0 0 0 GINA SORRELLS DIRECTOR 1.00 X 0 0 0 MICHELLE GETHERS-CLARK PRESIDENT 40.00 X 199151 0 22489 MARCI PEACE VP FINANCE & ADMIN 40.00 X 100159 0 12182 299310 0 34671 2 0 1 0 0 82283 10434393 10516676 MANAGEMENT FEE INCOME 518210 38285 38285 38285 289327 289327 17934 0 17934 17934 17934 1527189 1400300 1290 126889 -1290 125599 125599 87733 92518 -4785 -4785 MISCELLANEOUS REVENUE 900099 1513 1513 1513 10984549 39798 0 428075 7434023 7434023 199150 59692 78737 60721 1496425 440450 607581 448394 79286 26605 34293 18388 177917 57293 65258 55366 116118 37362 41640 37116 79853 34039 29770 16044 23023 9639 8101 5283 45568 15321 17199 13048 74808 31885 27891 15032 8587 1004 2518 5065 1018 570 60 388 84446 35993 31484 16969 STATE UNITED WAY 149698 63805 55813 30080 FUNDRAISING MATERIALS & 35745 8681 17284 9780 MISCELLANEOUS EXPENSES 16324 6724 6416 3184 DUES & SUBSCRIPTIONS 4779 662 3569 548 5394 -110 3126 2378 10032162 8263638 1030740 737784 805116 600011 3622224 3071912 245536 290407 53841 63627 2161609 1215674 875746 945935 7466543 8488654 2561583 2982823 15630589 16443369 330708 182157 5814860 5454217 724530 516295 6870098 6152669 X 5484463 6155694 2269997 2978975 1006031 1156031 8760491 10290700 15630589 16443369 952387 577822 0 X X 0 1 X 1 0 X 11158067 9934679 11806900 10255853 10516676 53672175 11158067 9934679 11806900 10255853 10516676 53672175 11318642 42353533 324267 329583 370972 374395 307261 1706478 34044 53094 23859 42955 1513 155465 55534118 38285 0.76270 0.76500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 43500 110260 0 1 2532724 175000 355511 -97638 2965597 2554244 206268 -126246 -101542 2532724 2636900 2698 -85354 2554244 2241915 75000 407019 -87034 2636900 2061289 261628 -81002 2241915 0.22730 0.38980 0.38290 1 0 220813 220813 1349091 800669 548422 591705 415005 176700 945935 BENEFICIAL INTEREST IN FOUNDATION ASSETS 2873200 CASH SURRENDER VALUE - INSURANCE 109623 2982823 DESIGNATIONS PAYABLE 516295 516295 X 10032743 577822 577822 9454921 1529628 1529628 10984549 8502534 92518 92518 8410016 1622146 1622146 10032162 PART V, LINE 4: INVESTMENT AND SPENDING POLICIES ATTEMPT TO ACHIEVE A TOTAL RETURN, THROUGH APPRECIATION AND INCOME, GREATER THAN THE RATE OF INFLATION. THE SPENDING POLICY CONSIDERS BOTH THE NEEDS OF THE ORGANIZATION IN CARRYING OUT ITS CHARITABLE PURPOSES AND THE OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY. PART X, LINE 2: IT IS THE ORGANIZATION'S POLICY TO EVALUATE ALL TAX POSITIONS AND TO IDENTIFY ANY THAT MAY BE CONSIDERED UNCERTAIN. ALL IDENTIFIED MATERIAL TAX POSITIONS ARE ASSESSED AND MEASURED BY A "MORE-LIKELY-THAN-NOT" THRESHOLD TO DETERMINE IF THE TAX POSITION IS UNCERTAIN AND WHAT, IF ANY, THE EFFECT OF THE UNCERTAIN TAX POSITION MAY HAVE ON THE FINANCIAL STATEMENTS. NO MATERIAL UNCERTAIN TAX POSITIONS WERE IDENTIFIED FOR 2017 AND 2016. CURRENTLY, THE STATUTE OF LIMITATIONS REMAINS OPEN SUBSEQUENT TO AND INCLUDING FISCAL 2014; HOWEVER, NO EXAMINATIONS ARE IN PROCESS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 1,622,146. FUNDRAISING EXPENSES -92,518. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 92,518. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 1,622,146. EVENTS 87733 87733 92518 87733 87733 92518 92518 -4785 1 AMERICAN RED CROSS C/O FEDERATED PAYMENTS PROCESSING PO BOX 73857 CHICAGO IL 60673 560532307 501 (C) (3) 154929 CHARITABLE ADULT CENTER FOR ENRICHMENT INC 122 N ELM STREET SUITE 600 GREENSBORO NC 27410 561599072 501 (C) (3) 121932 CHARITABLE ALCOHOL & DRUG SERVICES OF GUILFORD INC 301 E WASHINGTON STREET SUITE 101 HIGH POINT NC 27401 560962164 501 (C) (3) 49340 CHARITABLE BLACK CHILD DEVELOPMENT INSTITUTE OF GREENSBORO INC 1200 EAST MARKET STREET GREENSBORO NC 27401 561524964 501 (C) (3) 115641 CHARITABLE CHILDREN'S HOME SOCIETY OF NC INC P O BOX 14608 GREENSBORO NC 27415 560529946 501 (C) (3) 345137 CHARITABLE COMMUNITIES IN SCHOOLS OF GREATER GREENSBORO INC P O BOX 1347 GREENSBORO NC 27402 561605330 501 (C) (3) 334122 CHARITABLE FAMILY SERVICE OF THE PIEDMONT 902 BONNER DRIVE JAMESTOWN NC 27282 562061741 501 (C) (3) 1053407 CHARITABLE GIRL SCOUTS CAROLINAS PEAKS TO PIEDMONT 8818 W MARKET STREET COLFAX NC 27235 560577629 501 (C) (3) 62530 CHARITABLE GREENSBORO CEREBRAL PALSY ASSOC INC 3205 EAST WENDOVER AVENUE GREENSBORO NC 27405 560591312 501 (C) (3) 378592 CHARITABLE GREENSBORO URBAN MINISTRY 305 W GATE CITY BLVD GREENSBORO NC 27406 560890545 501 (C) (3) 9006 CHARITABLE GUILFORD CHILD DEVELOPMENT 1200 ARLINGTON STREET GREENSBORO NC 27406 560863474 501 (C) (3) 333142 CHARITABLE GUILFORD COUNTY DEPARTMENT OF PUBLIC HEALTH 1203 MAPLE ST GREENSBORO NC 27405 566000305 501 (C) (3) 7500 CHARITABLE HOSPICE & PALLIATIVE CARE CENTER OF ALAMANCE-CASWELL LLC 914 CHAPEL HILL ROAD BURLINGTON NC 27215 561344754 501 (C) (3) 7719 CHARITABLE HOSPICE & PALLIATIVE CARE OF GREENSBORO 2500 SUMMIT AVENUE GREENSBORO NC 27405 561249146 501 (C) (3) 251552 CHARITABLE HOSPICE OF ROCKINGHAM COUNTY PO BOX 281 WENTWORTH NC 27375 581737646 501 (C) (3) 19845 CHARITABLE JUVENILE DIABETES RESEARCH FOUNDATION - PIEDMONT TRIAD CHAP 216 W MARKET ST STE B GREENSBORO NC 27401 231907729 501 (C) (3) 41856 CHARITABLE LEGAL AID OF NORTH CAROLINA INC PO BOX 26087 GREENSBORO NC 27611 561148372 501 (C) (3) 104098 CHARITABLE MENTAL HEALTH ASSOCIATION IN GREENSBORO 330 S GREENE STREET SUITE B12 GREENSBORO NC 27401 566076634 501 (C) (3) 77484 CHARITABLE OLD NORTH STATE COUNCIL BSA P O BOX 29046 GREENSBORO NC 27429 561762001 501 (C) (3) 105489 CHARITABLE PARTNERS ENDING HOMELESSNESS 201 CHURCH AVENUE HIGH POINT NC 27262 201798198 501 (C) (3) 265675 CHARITABLE PIEDMONT HEALTH SERVICES & SICKLE CELL AGENCY P O BOX 20964 GREENSBORO NC 27420 237362747 501 (C) (3) 87211 CHARITABLE PLANNED PARENTHOOD SOUTH ATLANTIC GREENSBORO 100 S BOYLAN AVE RALEIGH NC 27603 561282557 501 (C) (3) 21564 CHARITABLE READING CONNECTIONS INC 122 N ELM STREET GREENSBORO NC 27401 561726754 501 (C) (3) 113632 CHARITABLE SALVATION ARMY OF GREENSBORO P O BOX 5310 GREENSBORO NC 27406 560660607 501 (C) (3) 532586 CHARITABLE SENIOR RESOURCES OF GUILFORD 301 E WASHINGTON STREET SUITE 204 GREENSBORO NC 27401 561181577 501 (C) (3) 328647 CHARITABLE MARY'S HOUSE 520 GUILFORD AVENUE GREENSBORO NC 27401 311489283 501 (C) (3) 5654 CHARITABLE THE VOLUNTEER CENTER OF GREENSBORO 1500 YANCEYVILLE STREET GREENSBORO NC 27405 561134052 501 (C) (3) 80348 CHARITABLE TRIAD HEALTH PROJECT PO BOX 5716 GREENSBORO NC 27435 581705502 501 (C) (3) 146892 CHARITABLE TRIAD STAGE 232 SOUTH ELM STREET GREENSBORO NC 27401 621743981 501 (C) (3) 10000 CHARITABLE UNCG CENTER FOR NEW NC OFFICE OF CONTRACTS & GRANTS PO BOX 26170 GREENSBORO NC 27402 566086393 501 (C) (3) 19278 CHARITABLE UNCG COMMUNITY ARTS COLLABORATIVE PO BOX 26170 GREENSBORO NC 27402 566086393 501 (C) (3) 14000 CHARITABLE UNITED WAY OF ALAMANCE COUNTY INC 803 HERMITAGE ROAD BURLINGTON NC 27215 560599239 501 (C) (3) 16482 CHARITABLE UNITED WAY OF DAVIDSON COUNTY P O BOX 492 LEXINGTON NC 27292 561847133 501 (C) (3) 6568 CHARITABLE UNITED WAY OF FORSYTH COUNTY 301 N MAIN STREET STE 1700 WINSTONSALEM NC 27101 237357234 501 (C) (3) 23607 CHARITABLE UNITED WAY OF GREATER HIGH POINT 201 CHURCH AVENUE HIGH POINT NC 27262 560547486 501 (C) (3) 114268 CHARITABLE UNITED WAY OF NORTH CAROLINA 875 WALNUT STREET SUITE 150B CARY NC 27511 560564547 501 (C) (3) 40500 CHARITABLE UNITED WAY OF RANDOLPH COUNTY P O BOX 597 ASHEBORO NC 27204 566017883 501 (C) (3) 13570 CHARITABLE UNITED WAY OF ROCKINGHAM COUNTY P O BOX 317 WENTWORTH NC 27375 560649247 501 (C) (3) 27441 CHARITABLE WOMEN'S RESOURCE CENTER OF GREENSBORO 628 SUMMIT AVENUE GREENSBORO NC 27405 561891618 501 (C) (3) 95118 CHARITABLE YMCA OF GREENSBORO INC 620 GREEN VALLEY RD SUITE 210 GREENSBORO NC 27408 560543243 501 (C) (3) 201313 CHARITABLE YOUTH FOCUS INC 715 N EUGENE STREET GREENSBORO NC 27401 237378057 501 (C) (3) 107596 CHARITABLE YWCA OF GREENSBORO INC 1807 E WENDOVER AVE GREENSBORO NC 27405 560529936 501 (C) (3) 241569 CHARITABLE BIG BROTHERS BIG SISTERS OF THE CENTRAL PIEDMONT PO BOX 627 HIGH POINT NC 27261 204648395 501 (C) (3) 224372 CHARITABLE ONE STEP FURTHER INC 623 EUGENE CT GREENSBORO NC 27401 581484818 501 (C) (3) 56640 CHARITABLE FAMILY SUPPORT NETWORK OF CENTRAL CAROLINA GREENSBORO 801 GREEN VALLEY RD GREENSBORO NC 27408 561641963 501 (C) (3) 7902 CHARITABLE JL PATT & FRIENDS INC PO BOX 4066 GLEN RAVEN NC 27215 273084846 501 (C) (3) 5000 CHARITABLE GREENSBORO COLLEGE 815 W MARKET STREET GREENSBORO NC 27401 560532144 501 (C) (3) 5000 CHARITABLE POWER OF PLAY FOUNDATION 4517 JESSUP GROVE ROAD GREENSBORO NC 27410 262472708 501 (C) (3) 7257 CHARITABLE NC A&T UNIVERSITY FOUNDATION 1601 E MARKET ST GREENSBORO NC 27411 566075899 501 (C) (3) 5000 CHARITABLE ARC OF GREENSBORO 14-B OAK BRANCH DRIVE GREENSBORO NC 27407 560745766 501 (C) (3) 123896 CHARITABLE CENTER FOR VISUAL ARTS GREENSBORO 200 N DAVIE ST BOX 13 GREENSBORO NC 27401 566083717 501 (C) (3) 9089 CHARITABLE COMMUNITY FOUNDATION OF GTR GREENSBORO PO BOX 20444 GREENSBORO NC 27420 561380249 501 (C) (3) 9000 CHARITABLE FIRST TEE OF THE TRIAD PO BOX 236 CLEMMONS NC 27012 562266025 501 (C) (3) 6000 CHARITABLE GREENSBORO HOUSING COALITION 112 N ELM ST SUITE M-2 GREENSBORO NC 27401 561727193 501 (C) (3) 7500 CHARITABLE HIGH COUNTRY UNITED WAY 671 W KING ST BOONE NC 28607 561218079 501 (C) (3) 6383 CHARITABLE INTERACTIVE RESOURCE CENTER 407 E WASHINGTON ST GREENSBORO NC 27401 800315285 501 (C) (3) 6929 CHARITABLE MUSTARD SEED COMMUNITY HEALTH 238 SOUTH ENGLISH STREET GREENSBORO NC 27401 464980081 501 (C) (3) 6000 CHARITABLE NC MEDASSIST 601 E 5TH ST SUITE 350 CHARLOTTE NC 28202 562018957 501 (C) (3) 5547 CHARITABLE PEOPLE & PAWS 4 HOPE 1104 HOBBS ROAD GREENSBORO NC 27410 900598037 501 (C) (3) 20369 CHARITABLE STEP UP GREENSBORO 707 N GREENE ST GREENSBORO NC 27401 452184316 501 (C) (3) 20000 CHARITABLE WILEY ELEMENTARY SCHOOL 600 WEST TERRELL ST GREENSBORO NC 27406 566000522 501 (C) (3) 9500 CHARITABLE PART I, LINE 2: FUNDING DECISIONS ARE BASED UPON AN APPLICATION PROCESS WHICH INCLUDES PROGRAM BUDGET AND AGENCY AUDIT REVIEWS. THE PROGRAM SERVICE PLANS ARE EVALUATED AND PROGRESS IS REVIEWED MID-YEAR AND AT THE END OF THE FISCAL YEAR. X X 0 0 0 0 0 0 0 0 0 MICHELLE GETHERS-CLARK PRESIDENT 199151 0 0 0 0 0 11923 0 10566 0 221640 0 0 0 X 21 168241 FMV AT TIME OF RECEIPT X IN-KIND CONTRIBUTION 1 6685 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS TWO CLASSES OF MEMBERS: CONTRIBUTING MEMBERS AND FINANCIALLY PARTICIPATING MEMBERS. CONTRIBUTING MEMBERS CONSIST OF EVERY INDIVIDUAL OR ORGANIZATION WHICH CONTRIBUTES TO THE ORGANIZATION DURING THE PERIOD FROM THE DATE OF CONTRIBUTION OR PLEDGE TO THE LAST DAY OF THE PERIOD FOR WHICH IT IS MADE. ONLY CONTRIBUTING MEMBERS HAVE THE RIGHT TO VOTE AT MEETINGS OF MEMBERS. FINANCIALLY PARTICIPATING MEMBERS ARE NONPROFIT ORGANIZATIONS WHICH, AGREEING WITH THE PURPOSES OF THE UNITED WAY, WISH TO FINANCIALLY PARITCIPATE AND THROUGH THE APPLICATION PROCESS HAVE BEEN GRANTED MEMBERSHIP STATUS. FINANCIALLY PARTICIPATING MEMBERS MAY BE SUBJECT TO AND CONDITIONED UPON SUCH TERMS AND CONDITIONS AS MAY BE ESTABLISHED BY THE BOARD OF DIRECTORS. PROVISIONAL FINANCIALLY PARTICPATING MEMBERSHIP STATUS MAY BE GRANTED BY THE BOARD FOR A LIMITED PERIOD OF TIME. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS, LIMITED TO A TOTAL OF 38, CONSISTS OF ELECTED AS WELL AS APPOINTED DIRECTORS (THE NUMBER OF APPOINTED DIRECTORS MAY NOT EXCEED ELEVEN). THE ELECTED DIRECTORS ARE FIRST NOMINATED BY THE BOARD DEVELOPMENT COMMITTEE TO BE VOTED ON BY CONTRIBUTING MEMBERS AT THE ANNUAL MEETING. AT THE ANNUAL MEETING, OTHER CANDIDATES MAY BE NOMINATED BY THE CONTRIBUTING MEMBERS FROM THE FLOOR. DIRECTORS ARE THEN ELECTED BY A MAJORITY OF THE CONTRIBUTING MEMBERS PRESENT. IN ADDITION, THE CHAIRMAN OF THE BOARD MAY APPOINT UP TO 11 DIRECTORS. THE FOLLOWING OFFICERS ARE ALSO ELECTED BY THE CONTRIBUTING MEMBERS: CHAIRMAN OF THE BOARD, VICE CHAIRMAN OF THE BOARD, DIVISION CHAIRMEN (EXCEPT CHAIRMAN, CAMPAIGN DIVISION), THE TREASURER AND SECRETARY. THE PRESIDENT IS ELECTED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S FINANCE COMMITTEE AND THEN PRESENTED TO THE BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS, PRINCIPAL OFFICERS, AND COMMITTEE MEMBERS ARE REQUIRED ANNUALLY TO SIGN A STATEMENT CERTIFYING THAT HE OR SHE HAS RECEIVED AND READ THE ORGANIZATION'S CONFLICTS OF INTEREST POLICY AND AGREES TO COMPLY. THEY ARE ALSO REQUIRED TO DISCLOSE ANY INTERESTS (AS DEFINED IN THE CONFLICTS OF INTEREST POLICY) ON THIS STATEMENT. UNDISCLOSED INTERESTS THAT ARE REPORTED TO THE CHAIRMAN OF THE BOARD OR THE CHAIR OF SUCH COMMITTEE ARE INVESTIGATED, AND IF THE BOARD OR COMMITTEE DETERMINES THAT THE MEMBER IN FACT HAS FAILED TO DISCLOSE AN INTEREST, IT WILL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. THE BOARD ALSO CONDUCTS PERIODIC REVIEWS OF THE ORGANIZATION'S ACTIVITIES TO ENSURE THAT THE ORGANIZATION IS OPERATING IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND IS NOT ENGAGING IN ANY ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR OTHERWISE VIOLATE THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS OF DETERMINING COMPENSATION FOR THE ORGANIZATION'S PRESIDENT INCLUDES FULL EVALUATION AND APPROVAL BY THE ENTIRE BOARD OF DIRECTORS. COMPENSATION FOR THE OTHER KEY EMPLOYEES IS RECOMMENDED BY THE COMPANY'S PRESIDENT AND REVIEWED AND APPROVED BY THE HUMAN RESOURCES COMMITTEE, COMPOSED OF INDEPENDENT VOLUNTEERS IN THE HUMAN RESOURCES FIELD, AND THE TREASURER OF THE BOARD. MARKET DATA AND TRENDS ARE UTILIZED IN THE DETERMINATION OF THE COMPENSATION LEVELS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE ON ITS WEBSITE. FORM 990, PART XII, LINE 2C: NO CHANGES HAVE BEEN MADE FROM THE PRIOR PERIOD CALCULATION OF OVERHEAD RATE - UTILIZATION COMPLIANT WITH UWW STANDARD CALCULATION OF OVERHEAD RATE ACTUAL 2016-2017 MANAGEMENT AND GENERAL EXPENSES $ 1,030,740 FUND DEVELOPMENT EXPENSES 737,784 -------------- TOTAL SUPPORT SERVICES COST $ 1,768,524 DIVIDED BY TOTAL REVENUE 10,984,549 OVERHEAD RATE 16.1%