2017-11-15T18:24:20-06:00 2017-06-30 721202445 POSTLETHWAITE & NETTERVILLE ONE GALLERIA BLVD STE 2100 METAIRIE LA 70001 990 2016-07-01 720471369 UNITED WAY OF SOUTHEAST LOUISIANA UNIT 5048225540 2515 CANAL STREET NEW ORLEANS LA 70119 DEBRA MODLIN CFO 5048225540 2017-11-07 1 SHARON CASSIERE P00543368 5048375990 206.124.204.139 2017-11-07 17:55:45 CS P D479E9802E06B6741CBA905899563F2D8529DA2F 27E8A48F445BB487FBB89119B13DFD6B4CDD2E1A 2016 2017-02-10 21:41:12Z MICHAEL WILLIAMSON 2515 CANAL STREET NEW ORLEANS LA 70119 19576488 0 X UNITEDWAYSELA.ORG X 1952 LA TO ERADICATE POVERTY IN SOUTHEAST LOUISIANA. 33 33 63 4459 0 0 15839751 16594998 373979 494965 81209 369706 -205192 1694571 16089747 19154240 10591825 9775536 0 0 3609169 3685814 0 0 2016608 1482754 1511877 15683748 14973227 405999 4181013 18036942 22379796 6133236 6096422 11903706 16283374 X UNITED WAY OF SOUTHEAST LOUISIANA (UWSELA) IS A NOT-FOR-PROFIT 501(C)(3) CHARITABLE ORGANIZATION FOUNDED IN 1952 SERVING RESIDENTS OF JEFFERSON, ORLEANS, PLAQUEMINES, ST. BERNARD, ST. TAMMANY, TANGIPAHOA AND WASHINGTON PARISHES AND GOVERNED BY A VOLUNTEER BOARD. UWSELA'S MISSION IS TO ERADICATE POVERTY IN SOUTHEAST LOUISIANA. UWSELA COLLABORATES WITH GOVERNMENT, BUSINESSES, FAITH GROUPS AND OTHER NONPROFITS IN THE SEVEN PARISH REGION TO IDENTIFY AND ADDRESS SERIOUS ISSUES. UWSELA RAISES FUNDS THROUGH AN ANNUAL WORKPLACE CAMPAIGN, INDIVIDUAL AND CORPORATE GIFTS, GRANTS AND PARTNERSHIPS. UWSELA PROVIDES GRANTS TO SUPPORT PROGRAMS AND GROUPS WORKING TOGETHER IN A COLLABORATIVE WAY THAT SUPPORTS OUR VISION OF "EQUITABLE COMMUNITIES WHERE ALL INDIVIDUALS ARE HEALTHY, EDUCATED, AND ECONOMICALLY STABLE."UWSELA ALSO SERVES AS A CAMPAIGN AGENT FOR THE SOLICITATION OF CONTRIBUTIONS FROM FEDERAL CIVILIAN AND UNIFORMED SERVICE PERSONNEL. 0 0 7570868 7131902 494965 COMMUNITY IMPACT - STRATEGIC PLANNING & FUND DISTRIBUTION: UNITED WAY OF SOUTHEAST LOUISIANA (UWSELA) HAS A BOLD VISION FOR ERADICATING POVERTY IN SELA. GRANT-MAKING SUPPORTS THE VISION OF "EQUITABLE COMMUNITIES WHERE ALL INDIVIDUALS ARE HEALTHY, EDUCATED AND ECONOMICALLY STABLE." THIS MEANS BOTH A SHARPENED FOCUS ON POVERTY THROUGH SUPPORTING THE CRITICAL PROGRAMS THAT FORM THE BEDROCK OF SERVING OUR POPULATION, AND A SYSTEMS CHANGE APPROACH CENTERED ON COLLABORATION. OUR GRANT-MAKING IS ROOTED IN ADDRESSING THE COMPLEX INTERPLAY OF SYMPTOMS AND DRIVERS OF POVERTY IN THE REGION. IN 2016, UNITED WAY LAUNCHED ITS FIRST CYCLE OF GRANTS TO SUPPORT PROGRAMS AND GROUPS WORKING TOGETHER IN A COLLABORATIVE WAY TO ADDRESS THE OUTCOMES IN OUR BLUEPRINT FOR PROSPERITY. THIS PORTION OF THE COMMUNITY IMPACT DIVISION, AS DISTINCT FROM THE INITIATIVES AND PROGRAMS IT COORDINATES, IS RESPONSIBLE FOR THE ANNUAL STRATEGIC GRANTS FUNDING PROCESSES. IT DEVELOPS STRATEGIC PLANS TO GUIDE THE FUNDING PROCESSES AND PROGRAM OR INITIATIVE DEVELOPMENT, AND ESTABLISHES AND MONITORS MEASURES OF PROGRAM SUCCESS AND FINANCIAL ACCOUNTABILITY. ACCOMPLISHMENTS: 1. PROGRAM GRANTS: TOTAL NUMBER OF PEOPLE SERVED BY OUR 78 GRANT PARTNERS FROM JULY 1, 2016-JUNE 30, 2017 - 374,280. UWSELA-FUNDED 78 PROGRAMS, FROM JULY 1, 2016 - JUNE 30, 2017 TO ADDRESS PRIORITIES SUCH AS HOUSING, MEDICAL AND MENTAL HEALTH CARE, CHILD AND ADULT CARE AND ACADEMIC SUPPORTS. UWSELA ANSWERED OVER 374,280 APPEALS FOR HELP FROM OUR COMMUNITY.2. COLLABORATION GRANTS: BASED ON THE BLUEPRINT, UWSELA PROVIDED $500,000 IN FUNDING TO SUPPORT SEVEN (7) COLLABORATIONS FOCUSED ON SYSTEMIC CHANGE TO ERADICATE POVERTY.ACCOMPLISHMENTS: ENDING HOMELESSNESS THROUGH SYSTEMS CHANGE COLLABORATIVE - IMPLEMENTATION STAGE- 60 ORGANIZATIONS ACTIVELY PARTICIPATING IN COLLABORATION- ADVOCACY SUBCOMMITTEE FORMED- 18,000 BENEFICIARIES DIRECTLY SUPPORTED BY COLLABORATIVE- 340 PERMANENT SUPPORTIVE HOUSING UNITS IDENTIFIED- 31 HOUSING NAVIGATORS TRAINED- 43 CHRONICALLY HOMELESS INDIVIDUALS HOUSED- 126 CHRONICALLY HOMELESS FAMILIES REFERRED FOR HOUSINGNEW ORLEANS TRAUMA-INFORMED SCHOOLS LEARNING COLLABORATIVE - IMPLEMENTATION STAGE- 12 ORGANIZATIONS ACTIVELY PARTICIPATING IN COLLABORATION- 6 SCHOOL CONVENINGS HOSTED FOR SHARED LEARNING AND PROFESSIONAL DEVELOPMENT RELATED TO TRAUMA-INFORMED PRACTICES- 4 MINI-GRANTS TO PARTNER SCHOOLS DISTRIBUTED- 3-YEAR STRATEGIC PLAN DEVELOPEDNEW ORLEANS WORK (NOW) COLLABORATIVE - IMPLEMENTATION STAGE- FUNDERS COLLABORATIVE MADE UP OF 8 FUNDERS THAT IS FOCUSED ON WORKFORCE SOLUTIONS.- TRAINED AT 57 JOBSEEKERS AND INCUMBENT WORKERS IN THE HEALTHCARE SECTOR- THE VA GRADUATED 11 INCUMBENT WORKERS THROUGH THE NOW FUNDED HUDSON THOMAS INITIATIVE. - THROUGH THE VA'S HUDSON THOMAS PROGRAM OVER 1/4 OF THE PARTICIPANTS THAT HAVE SUCCESSFULLY COMPLETED THE PROGRAM HAVE ADVANCED BEYOND THE GS-5 LEVEL AND HAVE GAINED WAGE INCREASES AND PROMOTIONS.- CHILDREN'S HOSPITAL THROUGH THEIR CHAMP PROGRAM FOR INCUMBENT WORKERS AND JOBSEEKERS GRADUATED 46 INDIVIDUALS FOR JOBS AS MEDICAL ASSISTANTS AS WELL AS ADMINISTRATIVE POSITIONS. 90% ARE RETAINED AT YEAR ONE.- PUBLICATION OF CAREER MAP FOR FIVE ENTRY-LEVEL POSITIONS. HOSTED AN EMPLOYER CONVENING TO FINALIZE CAREER MAPPING PROJECT.- WE ARE ALSO WORKING IN CONJUNCTION WITH OCHSNER AND LCMC ON A JOINT PROPOSAL TO TRAIN INDIVIDUALS WITH A NEW TRAINING PARTNER. THIS WOULD BE THE FIRST TIME THE TWO LARGEST HEALTHCARE PROVIDERS WOULD BE JOINING FORCES FOR A JOINT TRAINING PROGRAM.- WORKING TO FINALIZE A PARTNERSHIP IN CONJUNCTION WITH THE CITY OF NEW ORLEANS AND DELGADO COMMUNITY COLLEGE TO TRAIN MEN FOR JOBS IN ADVANCED MANUFACTURING.LOUISIANA PRISONER RE-ENTRY COLLABORATIVE - PLANNING STAGE- 42 ORGANIZATIONS ACTIVELY PARTICIPATING IN PLANNING ON STEERING COMMITTEES (ORLEANS, JEFFERSON, & ST. TAMMANY)- 82 INDIVIDUALS ACTIVELY PARTICIPATING IN PLANNING ON STEERING COMMITTEES - 14 FORMER PRISONERS ENGAGED ON STEERING COMMITTEES (TARGET POPULATION)- LOCAL COALITION IS SEATED; 160 MEMBERS ADOPTS LA-PRI FRAMEWORK IN ORLEANS, ST. TAMMANY. JEFFERSON IS PENDING.- THE GOALS AND VISION OF THE COLLABORATIVE ARE APPROVED BY THE STEERING COMMITTEE W/ A DATA-INFORMED PROBLEM DEFINITION, SHARED VISION, STRATEGIES, AND GUIDING PRINCIPLES.- CONDUCTED FOUR COALITION AND STEERING COMMITTEE TRAININGS ON LA-PRI FRAMEWORK IN ORLEANS AND ST. TAMMANY- 2 LOCAL COMMUNITY COORDINATORS UNDER CONTRACT IN ORLEANS & ST. TAMMANY- COMMUNITY ASSESSMENTS COMPLETED - ST. TAMMANY COMPLETED, ORLEANS PENDING- DEPARTMENT OF PUBLIC SAFETY & CORRECTIONS (DPSC) COMPLETES PIPELINE DATA AND DISTRIBUTES TO STEERING COMMITTEES - CENTER DESIGNS ANNUAL COMPREHENSIVE PLAN - DPSC REAP (RE-ENTRY ACCOUNTABILITY PLAN) POLICY/PROCEDURES COMPLETED, STEERING COMMITTEES TRAINED- ST COMMUNITY CO-CHAIRS SEATED ON STATE IMPLEMENTATION STEERING COMMITTEES - ORLEANS AND ST. TAMMANYNEW ORLEANS GRADE LEVEL READING CAMPAIGN - PLANNING STAGE- 49 ORGANIZATIONS ACTIVELY PARTICIPATING IN THE COLLABORATION.- 57 OF COMMUNITY MEMBERS INVOLVED THROUGH THE COLLABORATION- STEERING COMMITTEE, DESIGN TEAM AND CORE TEAMS LAUNCHED WITH MONTHLY MEETINGS REPRESENTING 8+ SECTORS/CONSTITUENCIES.- THE CAMPAIGN HAS ENGAGED A DIVERSE GROUP OF STAKEHOLDERS IN PLANNING. THERE HAS BEEN INTENTIONAL ENGAGEMENT OF AFRICAN-AMERICAN FAMILIES AND STAKEHOLDERS WHO WORK REGULARLY WITH THOSE FAMILIES IN THE PROCESS. THE NEXT PHASE OF THE CAMPAIGN WILL INCREASE DIRECT ENGAGEMENT WITH LOW-INCOME AND AFRICAN-AMERICAN FAMILIES. - A SHORT TERM 2017 WORK PLAN WITH GANNT CHART AND LONG-TERM WORK PLAN FROM 2017 THROUGH 2020 THAT LISTS STRATEGIES, KEY ACTIVITIES AND RESPONSIBLE PARTIES/PARTNERS HAS BEEN OUTLINED AND AGREED UPON. - ALL-AMERICA CITY APPLICATION WAS SUBMITTED IN JANUARY 2017- COMMUNITY SOLUTIONS ACTION PLAN HAS BEEN DEVELOPED AND IS BEING WRITTEN UP FOR FINAL SUBMISSION TO THE NATIONAL CAMPAIGN FOR GRADE-LEVEL READING- REPRESENTATIVES FROM THE ORLEANS PARISH SCHOOL BOARD, NOBLE MINDS (A NEW CHARTER SCHOOL) AND EDUCATION ORGANIZATIONS, INCLUDING OPEN, COMMUNITIES IN SCHOOLS AND CITY YEAR WERE REGULAR PARTICIPANTS IN DESIGN TEAM ACTIVITIES ALONGSIDE 4 PEOPLE WHO PRIMARILY IDENTIFY AS PARENTS OF PUBLIC SCHOOL STUDENTS.- DURING THE GRANT PERIOD, THE CAMPAIGN LAUNCHED TO ENGAGE A BROAD CROSS SECTION OF COMMUNITY LEADERS AND CHILD ADVOCATES. A NEXT PHASE OF PUBLIC ROLLOUT OF THE CAMPAIGN STRATEGIES IS SLATED FOR MARCH 2018 IN COORDINATION WITH NORDC'S ANNUAL SUMMER CAMP EXPO.NEW ORLEANS YOUTH PROGRAM QUALITY INITIATIVE - IMPLEMENTATION STAGE- 44 ORGANIZATIONS ACTIVELY PARTICIPATING IN THE COLLABORATION - 320 COMMUNITY MEMBERS INVOLVED THROUGH COLLABORATION- 8 FUNDERS SUPPORTING THE COLLABORATION- 31 QUALITY IMPROVEMENT PLANS WERE DEVELOPED AND THE GROUNDWORK WAS LAID FOR 51 ADDITIONAL QUALITY IMPROVEMENT PLANS (TO BE DEVELOPED IN OCTOBER) FOR SUMMER CAMPS.- AVERAGE INSTRUCTIONAL TOTAL SCORE ON THE YOUTH PROGRAM QUALITY ASSESSMENT ACROSS 31 PARTICIPATING PROGRAMS INCREASED FROM 3.08 OUT OF 5 IN FALL 2016 TO 3.32 OUT OF 5 IN SPRING 2017. THIS REPRESENTS AN 8% INCREASE. SOME AREAS RELATED TO YOUTH VOICE, CHOICE AND PLANNING SAW INCREASES AS HIGH AS 22%.- 31 PROGRAMS PARTICIPATING IN YEAR-ROUND PILOT- 15 METHOD TRAINERS WHO HAVE LED WORKSHOPS- 17 METHOD TRAINERS CERTIFIED- 16 PEOPLE SERVING YPQI WORKING GROUP- 320 PEOPLE ATTENDED A YPQI TRAINING- 50 ACTIVELY CERTIFIED ASSESSORS- 50 ACTIVELY CERTIFIED ASSESSORS YOUTHFORCE NOLA - IMPLEMENTATION STAGE- 12 ORGANIZATIONS ACTIVELY PARTICIPATING IN THE COLLABORATION- 5 ACTIVE WORKING GROUPS SUPPORTED BY THE COLLABORATION- FAMILY ENGAGEMENT- EMPLOYER ENGAGEMENT- SCHOOL SUPPORT- SOFT SKILLS- CAREER CENTER/TRAINING PROVIDERS- 10 FUNDERS SUPPORTING THE COLLABORATION.- $12 MILLION SECURED/LEVERAGED TO SUPPORT THE COLLABORATION- YOUTHFORCE NOLA DELIVERED A SUCCESSFUL PAID INTERNSHIP PROGRAM, WITH 99 OF THE TARGETED 100 MEMBERS OF THE CLASS OF 2017 COMPLETING THE FULL 150 HOURS OF THE PROGRAM. EMPLOYER SATISFACTION WAS NEARLY 95%- 180 MEMBERS OF THE CLASS OF 2017 EARNED INDUSTRY RECOGNIZED CREDENTIALS IN YFN'S TARGET INDUSTRIES. 2626873 2488384 FLOOD RELIEF AND NO PLACE LIKE HOME (NPLH):THE NPLH INITIATIVE BUILDS UPON THE WORK OF THE LONG TERM RECOVERY INITIATIVE AND WAS ESTABLISHED IN MID-2010 TO WORK ON THOSE IMPACTED BY HURRICANE KATRINA. OVER THE YEARS NPLH, WORKING WITH ITS COMMUNITY PARTNERS, HAS HELPED SUPPORT THE COORDINATION OF THE NECESSARY RESOURCES TO FULFILL UNMET NEEDS, OFTEN HOUSING-RELATED, OF THOSE IMPACTED FROM NATURAL DISASTER AND CRISIS SITUATIONS. FROM JULY 1, 2016 THRU JUNE 30, 2017 THERE WERE TWO MAJOR NATURAL DISASTERS AFFECTING FOUR OF THE SEVEN PARISH'S IN THE UNITED WAY SERVICE REGION. UNITED WAY PLAYED A KEY ROLE IN RESPONSE TO BOTH THE GREAT FLOOD OF 2016 AS WELL AS THE TORNADO OF 2017.IN AUGUST 2016, COMMUNITIES ACROSS THE STATE OF LOUISIANA EXPERIENCED SEVERE FLOODING LOOSING HOMES, BUSINESSES AND LIVES. THIS FLOOD WAS THE SINGLE GREATEST FLOOD TO HIT THE STATE OF LOUISIANA. OVER 10,000 FAMILIES AND INDIVIDUALS WERE DEVASTATED THROUGHOUT THE THREE NORTH SHORE PARISHES OF OUR UNITED WAY OF SOUTHEAST LOUISIANA REGION. THE EFFECTS OF THE FLOODING LEFT MANY HOMELESS, JOBLESS AND HOPELESS; SEARCHING FOR IMMEDIATE RELIEF AND THEN LOOKING FOR HELP IN LONG-TERM RECOVERY.UNITED WAY OF SOUTHEAST LOUISIANA IMMEDIATELY REACTED TO THE DISASTER, AND THROUGH CREATING COLLABORATIONS AND PARTNERSHIPS, HELPED LEAD THE WAY IN IMMEDIATE RELIEF AND THROUGH LONG-TERM RECOVERY EFFORTS.FLOOD ACCOMPLISHMENTS:IMMEDIATE RELIEF - UNITED WAY WAREHOUSE:- WITHIN 3 DAYS OF THE STATE FLOOD DECLARATION - OPENED A WAREHOUSE AND BEGAN TO RECEIVE AND DISTRIBUTE MUCH NEEDED SUPPLIES TO THOSE IN NEED;- THE FIRST WAREHOUSE IN THE STATE TO TAKE AND DISTRIBUTE DONATIONS;- LED THE EFFORTS AND COORDINATED WITH 90 ORGANIZATIONS, FACILITATING DONATIONS TO 8 PARISHES ACROSS LOUISIANA;- UNITED WAY HANDSON VOLUNTEER CENTER COORDINATED OVER 368 VOLUNTEERS TO HELP WITH FLOOD RELIEF, GIVING 2,100 VOLUNTEER SERVICE HOURS;- VOLUNTEER HOURS PROVIDED AN ECONOMIC IMPACT OF $47,607;- DISTRIBUTED OVER 1,555 MILLION ITEMS;- GOODS DISTRIBUTED VALUED AT OVER $1.4 MILLION;- COLLABORATED WITH PARTNERS TO MUCK AND GUT 68 HOMES FROM THE FLOODS.RECOVERY WORK: UNITED WAY HAS MADE A COMMITMENT TO THE LONG-TERM RECOVERY OF THE REGION. COMMITTING TO WORK WITH 80 FAMILIES AND INDIVIDUALS THROUGHOUT ALL 2017 TO IDENTIFY AND ADDRESS THEIR UNMET NEEDS, WHICH WILL ASSIST IN THEIR RECOVERY EFFORTS. - AS A PART OF THE LONG TERM RECOVERY ROUND TABLES AND THROUGH COLLABORATION WITH PARTNERS, 108 FAMILIES (REPRESENTING 199 INDIVIDUALS) WERE IDENTIFIED AS HAVING UNMET NEEDS FOR RECOVERY. THOSE IDENTIFIED HAVE UNMET NEEDS ADDRESSED THROUGH: PROVIDING LINKS TO CASE MANAGEMENT, INITIAL PROJECT COORDINATION, PROJECT PLANNING, PREPARATION FOR HOME REBUILD, PREPARING LISTS AND/OR STARTING CONSTRUCTION, AND WORKING TO LINE UP VOLUNTEERS FOR ASSISTANCE IN RECOVERY;- 40 FAMILIES/INDIVIDUALS ENGAGED IN MEETING THEIR UNMET NEEDS THROUGH DIRECT GRANTS FROM UNITED WAY FOR REBUILDING, REHOUSING OR MEETING OTHER UNMET NEEDS;- ENGAGED 845 VOLUNTEERS IN REBUILD EFFORTS - GIVING 10,232 HOURS OF SERVICE;- CREATED AN ECONOMIC IMPACT AND SAVINGS OF $245,133 TO HOMEOWNERS AND SURVIVORS THROUGH DONATED VOLUNTEER SERVICE HOURS; - RAISED, AND COMMITTED TO INVEST, OVER $1.4 MILLION TO INVEST FLOOD DISASTER RECOVERY:- $120,000 COMMITTED IN THE FIRST TEN DAYS FOLLOWING THE FLOOD,- $424,686 INVESTED FOR FAMILIES THROUGH GRANTS AND/OR SERVICES TO MUCK/GUT/REBUILD OR PROVIDE OTHER UNMET NEEDS WITH THE REMAINING TO BE INVESTED WITH COLLABORATIONS AND PARTNERS ON RECOVERY;- INVESTMENTS MADE IN RECOVERY HAVE INCLUDED AMONG OTHER THINGS:- HELPING REBUILD HOUSES AND/OR REHOUSE DISPLACED SURVIVORS,- MEETING UNMET NEEDS OF SURVIVORS,- KEEPING FOOD BANKS OPEN,- PROVIDING TRANSPORTATION FOR SENIOR CITIZENS,- REPAIRING DAMAGED PARISH SCHOOLS AND HEAD START EDUCATION CENTERS, - PROVIDING SCHOOL SUPPLIES FOR CHILDREN,- CREATING ACCESS TO MENTAL HEALTH COUNSELING- REHOUSING DOMESTIC VIOLENCE VICTIMS,- INVESTING $100,000 TO HELP OVER A DOZEN BUSINESSES RECOVER FROM THE FLOOD,- PROVIDE FUNDING FOR EMERGENCY INFORMATION SERVICES (2-1-1). - COLLABORATED WITH 2 REBUILD PARTNERS, 3 LONG TERM RECOVERY ORGANIZATIONS WITH 39 STAKEHOLDER MEETINGS AND 1 CASE MANAGEMENT TRAINING MEETING.IN FEBRUARY OF 2017, ORLEANS PARISH - SPECIFICALLY NEW ORLEANS EAST - WAS STUCK WITH A DEVASTATING TORNADO. OVER 2,800 PEOPLE REGISTERED FOR ASSISTANCE WITH FEMA. COLLABORATIVE PARTNERS ALONG WITH UNITED WAY IDENTIFIED OVER 900 HOMES AFFECTED BY THE TORNADO WITH AN ESTIMATED $2.3M IN UNMET NEEDS.TORNADO ACCOMPLISHMENTS:- UNITED WAY RAISED $70,632 TO BE INVESTED IN TORNADO RECOVERY;- INITIAL GRANT OF $50,000 MADE TO PROVIDE FOR DIRECT ONE ON ONE CASE MANAGEMENT SERVICES FOR THOSE IMPACTED;- UNITED WAY HANDSON VOLUNTEER CENTER MOBILIZED 592 VOLUNTEERS- 450+ MOBILIZED IN TWO VOLUNTEER EVENTS IMMEDIATELY FOLLOWING THE TORNADOES - THE LARGEST SINGLE VOLUNTEER EFFORT IMMEDIATELY FOLLOWING THE TORNADOES;- 1,575 VOLUNTEER HOURS COORDINATED WITH A $41,842 ECONOMIC IMPACT TO THE COMMUNITY. VOLUNTEERS CONCENTRATED ON NEIGHBORHOOD CLEANUP AND DEBRIS REMOVAL;- ASSISTED IN THE DEVELOPMENT OF THE ORLEANS PARISH LONG TERM RECOVERY COMMITTEE. 972627 42000 INDIVIDUAL DEVELOPMENT ACCOUNT PROJECT (IDA):AN IDA IS A MATCHED SAVINGS ACCOUNT THAT HELPS LOW-INCOME INDIVIDUALS AND FAMILIES SAVE MONEY TO ACQUIRE AN ECONOMIC ASSET THAT CAN BE A FOUNDATION FOR LONG-TERM FINANCIAL STABILITY AND SELF-SUFFICIENCY. THIS PROJECT ALLOWS PARTICIPANTS TO USE THEIR IDAS FOR A DOWN PAYMENT/ CLOSING COSTS ON A NEW HOME, TO START OR EXPAND A SMALL BUSINESS, TRANSFER IDA FOR POST-SECONDARY EDUCATION, AND VEHICLE PURCHASES. PARTICIPANTS ARE REQUIRED TO ATTEND FINANCIAL EDUCATION COURSES AND ASSET SPECIFIC TRAINING PRIOR TO MAKING A PURCHASE. THEY ARE ALSO REQUIRED TO SAVE FOR AT LEAST SIX MONTHS BEFORE MAKING A PURCHASE. IDA PROJECT PARTNERS PROVIDE FINANCIAL EDUCATION, CREDIT COUNSELING, AND ASSET SPECIFIC TRAINING. WE RECEIVED A $250,000 ASSET FOR INDEPENDENCE (AFI) ON SEPTEMBER 30, 2013 TO START OUR SECOND PROGRAM. ACCOMPLISHMENTS: * TOTAL NUMBER OF PARTICIPANTS ENROLLED-43* 36 HOMEOWNERSHIP * 3 VEHICLE * 2 BUSINESS START-UP OR EXPANSION * 2 TRANSFER IDA FOR POST-SECONDARY EDUCATION* TOTAL NUMBER OF PARTICIPANTS THAT HAVE COMPLETED 12 HOURS OF HOMEBUYER TRAINING-33 * TOTAL NUMBER OF PARTICIPANTS THAT HAVE COMPLETED 12 HOURS OF FINANCIAL EDUCATION-38 * ASSET PURCHASES-37 TOTAL; 31 HOMEOWNERSHIP, 2 SMALL BUSINESS AND 2 VEHICLE, 2 TRANSFER IDA FOR POST-SECONDARY EDUCATION 364836 VITA, EITC, AND SINGLE STOP:VITA IS THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM THAT ASSISTS LOW-TO- MODERATE INCOME WORKERS WITH FREE TAX PREPARATION SERVICES TO KEEP ALL OF THEIR TAX REFUNDS IN THEIR POCKETS. IRS TRAINED VITA VOLUNTEERS HELPS THE TAXPAYERS AVOID PAYING HIGH FEES AND PREDATORY LENDING PRACTICES. THE VOLUNTEERS MAKE SURE THAT THE TAXPAYERS TAKE ADVANTAGE OF ALL CREDITS SUCH AS EARNED INCOME TAX CREDITS (EITC), CHILD TAX CREDITS, ETC. EITC IS THE NATION'S LARGEST ANTI-POVERTY PROGRAM THAT HELPS TO BRING LOW INCOME FAMILIES OUT OF POVERTY. UNITED WAY CONDUCTS MARKETING AND OUTREACH ON THE VITA PROGRAM AND EITC THROUGHOUT OUR SEVEN PARISH SERVICE AREA AND BEYOND. UNITED WAY PARTNERS WITH SINGLE STOP USA AND DELGADO COMMUNITY COLLEGE TO OFFER FREE TAX PREPARATION AND BENEFITS SCREENING FOR STUDENTS TO HELP THEM GET ALL THE PUBLIC BENEFITS THEY ARE ELIGIBLE FOR. THE GOAL IS TO INCREASE THE STUDENT'S INCOME SO THEY DON'T HAVE TO DROP OUT OF SCHOOL BECAUSE OF LACK OF CHILD CARE OR HAVING TO MAKE TOUGH CHOICES LIKE PAYING FOR BOOKS OR FOOD. ACCOMPLISHMENTS: * TOTAL NUMBER OF INCOME TAX RETURNS COMPLETED-9,451 * TOTAL AMOUNT OF INCOME TAX REFUNDS--$13,260,685 * TOTAL AMOUNT OF EARNED INCOME TAX CREDITS--$5,028,358 * TOTAL AMOUNT OF CHILD TAX CREDITS-- $1,447,708 83933 83933 RATE PAYER ENDOWMENT:IN 2016, EDUCATE NOW!, JUMA VENTURES, AND THE CITY OF NEW ORLEANS COLLABORATED TO SCALE THE YOUTHFORCE NOLA INTERNSHIP (YFI) PROGRAM, AN INNOVATIVE WORKFORCE INITIATIVE THAT CONNECTS LOW-INCOME, HIGH POTENTIAL STUDENTS TO PAID INTERNSHIPS IN HIGH-WAGE, HIGH-DEMAND INDUSTRY CLUSTERS. IN ITS SECOND YEAR, YFI RECRUITED STUDENTS FROM EIGHT* ORLEANS PUBLIC HIGH SCHOOLS THAT ARE PURSUING COURSEWORK ALIGNED TO CAREER PATHWAYS IN THESE INDUSTRY CLUSTERS: BIO/HEALTH, DIGITAL/IT, AND ADVANCED MANUFACTURING/ENERGY. YFI EXCEEDED ITS GOAL OF FIFTY STUDENTS IN INTERNSHIPS IN SUMMER 2016 WITH A TOTAL OF SIXTY STUDENTS FROM THE EIGHT SCHOOLS COMPLETING THE PROGRAM. YFI ALSO, WITH THE SUPPORT OF USWELA, PARTNERED WITH MODELS FOR SUCCESS TO ADD AN ADDITIONAL SOFT SKILLS ASSESSMENT TO THE CURRICULUM. FEEDBACK FROM STUDENTS - 100% OF STUDENTS COMPLETED THE END-OF-SUMMER SURVEY; 97% WOULD RECOMMEND YFI TO OTHER STUDENTS - 86% OF STUDENTS REPORTED THAT THE YOUTHFORCE INTERNSHIP PROGRAM CONFIRMED/SOLIDIFIED THEIR POST-GRADUATION PLANS - THE MAJORITY OF STUDENTS STATED THEY IMPROVED IN EACH OF THE VARIOUS TOPICS COVERED DURING THE SOFT SKILLS TRAINING (E.G., PROFESSIONALISM, INTERVIEW SKILLS, ETC) FEEDBACK FROM EMPLOYERS - 66% OF STUDENTS' SUPERVISORS COMPLETED THE SURVEY; 87% STATED THEY WOULD PARTICIPATE IN THE PROGRAM AGAIN AND 13% SAID POSSIBLY (BASED IN LARGE PART ON AVAILABILITY OF WORK TO ASSIGN TO STUDENTS) - 80% OF EMPLOYERS RATED THE PROFESSIONALISM OF THEIR INTERN AS EITHER SIMILAR (40%) OR MORE FAVORABLE (40%) TO A TYPICAL ENTRY LEVEL EMPLOYEE - "THE STUDENTS ARE WONDERFUL; THEY ARE DOING AWESOME" -- HEALTH CARE EMPLOYER - "AMAZING YOUNG MAN! WE'RE HAVING FUN LEARNING THE TRADE. HE IS VERY IN TUNE TO WHAT WE'RE DOING. I LOVE IT." -- SKILLED CRAFTS EMPLOYER - "[OUR INTERN] HAS BEEN PROMPT, DILIGENT, AND PROACTIVE." -- TECH EMPLOYER FEEDBACK FROM SCHOOLS - YOUTHFORCE NOLA DID NOT FORMALLY SURVEY SCHOOL PARTNERS WHOSE STUDENTS PARTICIPATED IN THE INTERNSHIP PROGRAM. HOWEVER, CONVERSATIONS WITH EACH OF OUR SCHOOLS REVEALED STRONG SATISFACTION WITH THE YFI PROGRAM AND A CONTINUED DESIRE TO HAVE THEIR STUDENTS PARTICIPATE IN THE FUTURE. - *PARTNER SCHOOLS INCLUDED: ALGIERS TECHNOLOGY ACADEMY, EDNA KARR, JOSEPH S. CLARK, LANDRY WALKER, SCI ACADEMY, NEW ORLEANS SCIENCE & MATH CHARTER, SOPHIE B. WRIGHT, WARREN EASTON KEY LESSONS LEARNED - PLAN FOR ATTRITION WITH BOTH STUDENTS AND EMPLOYERS WHEN RECRUITING - TRANSPORTATION REMAINS A CHALLENGE; WILL NEED TO THINK ABOUT BUSING AT SCALE NEXT SUMMER - CONTINUE TO LEVERAGE SOFT SKILLS PROGRAMMING TO ENGAGE LOCAL PROFESSIONALS TO BUILD BUY-IN - TIGHTEN UP SOFT SKILLS DELIVERY AND ADJUST AS WE SCALE; OPTION TO BEGIN TRAINING SOONER TO OBTAIN STUDENT COMMITMENTS EARLIER, BUILD RELATIONSHIPS WITH COACHES, ETC. - WILL NEED TO SYSTEMATIZE MORE WITH INCREASING NUMBER OF STUDENTS 180319 29317 ALL OTHER PROGRAM SERVICES 629088 113250 11799456 1 1 0 1 0 1 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 36 0 1 63 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 33 33 1 0 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X DEBRA MODLIN 5048225540 2515 CANAL STREET NEW ORLEANS LA 70119 MS DANICA ANSARDI CLU CHFC MBA TRUSTEE & AUDIT COMMITTEE CHAIR 4.00 X 0 0 0 DR TOYA BARNES-TEAMER TRUSTEE 4.00 X 0 0 0 MS LORI BARTHELEMY TRUSTEE 4.00 X 0 0 0 MRS KARIN STAFFORD BIRD TRUSTEE 4.00 X 0 0 0 MR CHARLES A CERISE JR TRUSTEE & LEGAL ADVISOR 4.00 X 0 0 0 MR CHRISTOPHER J CLAUS TRUSTEE 4.00 X 0 0 0 MR JOSEPH EXNICIOS TRUSTEE - GOVERNANCE COMMITTEE CHAIR 4.00 X 0 0 0 MR JOHN FOLEY TRUSTEE 4.00 X 0 0 0 MR DAVID FRANCIS TRUSTEE 4.00 X 0 0 0 MRS NORMA GRACE TRUSTEE - EXECUTIVE COMMITTEE AT-LARGE MEMBER 4.00 X 0 0 0 MR AL HAMAUEI TRUSTEE (THRU 2016) 4.00 X 0 0 0 MR MICHAEL HECHT TRUSTEE 4.00 X 0 0 0 MR ALEXIS D HOCEVAR TRUSTEE - EXECUTIVE COMMITTEE AT-LARGE MEMBER 4.00 X 0 0 0 MR ROBERT KIMBRO TRUSTEE - CAMPAIGN CHAIR 4.00 X 0 0 0 JUDGE NANCY AMATO KONRAD TRUSTEE 4.00 X 0 0 0 MR EDWARD J KRAUSE TRUSTEE 4.00 X 0 0 0 MRS CATHY MCRAE TRUSTEE 4.00 X 0 0 0 MR LARRY MILLER TRUSTEE 4.00 X 0 0 0 MS CARRIE NETHERY TRUSTEE (THRU 2016) 4.00 X 0 0 0 MR MARTIN PADILLA TRUSTEE 4.00 X 0 0 0 MS MARIAN H PIERRE TRUSTEE 4.00 X 0 0 0 MS TARA RICHARD ESQ TRUSTEE 4.00 X 0 0 0 MR TOM SHAW TRUSTEE 4.00 X 0 0 0 MS ADRIENNE SLACK TRUSTEE 4.00 X 0 0 0 MR TOD SMITH TRUSTEE 4.00 X 0 0 0 MRS CAROL A SOLOMON TRUSTEE (THRU 2016) 4.00 X 0 0 0 MRS KIM SPORT TRUSTEE & PUBLIC POLICY CHAIR 4.00 X 0 0 0 CAPT MARK SUCATO TRUSTEE 4.00 X 0 0 0 MS JESSICA VERMILYEA TRUSTEE & COMMUNITY IMPACT CHAIR 4.00 X 0 0 0 MRS BARBARA TURNER WINDHORST TRUSTEE - EXECUTIVE COMMITTEE AT-LARGE MEMBER 4.00 X 0 0 0 MRS CAROL B WISE TRUSTEE - EXECUTIVE COMMITTEE AT-LARGE MEMBER 4.00 X 0 0 0 MR TODD SLACK PAST CHAIRMAN 4.00 X X 0 0 0 MR CHARLES L RICE JR CHAIRMAN 4.00 X X 0 0 0 MR RICHARD HAASE VICE CHAIR & IMMEDIATE PAST CAMPAIGN CHAIR 4.00 X X 0 0 0 MRS FLORENCE SCHORNSTEIN SECRETARY 4.00 X X 0 0 0 MR MICHAEL TODD TREASURER & FINANCE AND OPERATIONS CHAIR 4.00 X X 0 0 0 MICHAEL WILLIAMSON PRESIDENT/CEO 37.50 X 232963 0 44806 CHARMAINE CACCIOPPI EVP/COO 37.50 X 171512 0 34979 DEBRA MODLIN CFO 37.50 X 114930 0 20252 MARY AMBROSE CHIEF IMPACT OFFICER 37.50 X 108605 0 19789 628010 0 119826 4 0 1 0 FSG INC 1020 19TH STREET NW SUITE 420 WASHINGTON DC 20036 CONSULTING 225794 1 1255866 117463 677888 14543781 1517427 16594998 SERVICE FEE INCOME 900099 494965 494965 494965 81990 81990 145453 336353 -190900 -190900 -190900 295420 6500 0 14204 295420 -7704 287716 287716 40756 117463 71691 -30935 -30935 SETTLEMENT PROCEEDS 900099 1913563 1913563 INSURANCE PROCEEDS 900099 2843 2843 1916406 19154240 494965 0 2064277 7860284 7860284 1915252 1915252 628569 152199 326748 149622 2414145 1036282 395248 982615 192536 73130 29827 89579 258429 95663 47014 115752 192135 71283 44627 76225 26816 1695 23048 2073 10412 3589 2432 4391 398205 178864 32544 186797 84627 35447 3365 45815 352614 147518 43436 161660 67336 17195 9946 40195 109913 50205 11656 48052 224764 131411 23494 69859 149829 149829 65645 23325 10822 31498 MEMBERSHIP DUES 11270 3737 1807 5726 MISCELLANEOUS 10446 2377 1320 6749 14973227 11799456 1157163 2016608 -126603 6347 6923660 9642011 5271721 5405237 1970512 1318033 667913 652479 1806924 1960888 3349000 3486687 144327 1226147 18036942 22379796 482501 530448 5650735 5565974 6133236 6096422 X 5976135 8863910 2024054 3506991 3903517 3912473 11903706 16283374 18036942 22379796 4181013 198655 0 X X 0 1 X 1 0 X 15879305 26642234 14366976 15839751 16594998 89323264 15879305 26642234 14366976 15839751 16594998 89323264 12829461 76493803 296821 358806 202565 231019 227443 1316654 1916406 1916406 92556324 1824218 0.82650 0.82720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21761 8705 30466 14942761 14973227 898661 224665 0 0 1574688 916142 934187 898661 4323678 6485517 26139 26583 31818 30466 115006 393672 229036 233547 224665 1080920 1621380 18718 18988 22727 21761 82194 7 728700 333172 1303422 1 1 5145992 517138 222298 5440832 5410544 -44186 220366 5145992 5426745 192942 209143 5410544 5415650 11217 194564 194686 5426745 4902319 18750 687214 82396 100051 10186 5415650 0.23050 0.71910 0.05040 1 0 302893 302893 1218245 976896 241349 397144 340406 56738 52230 731 51499 652479 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 3167085 F INVESTMENT IN COMMON ENDOWMENT FUND OF GREATER NEW ORLEANS FOUNDATION 319602 F 3486687 LEGAL SETTLEMENT RECEIVABLE 1007500 OTHER ASSETS 218647 1226147 ALLOCATIONS, DESIGNATIONS AND PROGRAMS PAYABLE 5565974 5565974 X 17418803 198655 1057912 1256567 16162236 10412 2981592 2992004 19154240 13039135 1057912 1057912 11981223 10412 2981592 2992004 14973227 PART V, LINE 4: IN A PRIOR YEAR, UWSELA ESTABLISHED ENDOWMENT FUNDS TO RECEIVE AND INVEST FUNDS FOR THE BENEFIT OF UWSELA. MOST INCOME RECEIVED FROM THE ENDOWMENTS IS UNRESTRICTED AND WILL BE USED TO COVER OPERATING EXPENSES. PART X, LINE 2: UWSELA IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM STATE INCOME TAXES UNDER SECTION 121(5) OF TITLE 47 OF THE LOUISIANA REVISED STATUTES OF 1950. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. FASB ASC 740 PROVIDES DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENT. AS OF JUNE 30, 2017 AND 2016, UWSELA HAS DETERMINED THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. TAX RETURNS GENERALLY REMAIN SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES FOR THREE YEARS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 2,981,592. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 2,981,592. 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RELIEF 22950 1405250 FMV FOOD, CLEANING SUPPLIES, ETC. PART I, LINE 2: PRIOR TO MONEY BEING GRANTED/ALLOCATED TO A PROGRAM, THE AGENCY GOES THROUGH AN EXTENSIVE REVIEW OF ITS AUDIT AND/OR FINANCIAL DOCUMENTS INCLUDING ITS MOST CURRENT FORM 990 BY AN INDEPENDENT AUDIT COMMITTEE. ONCE THEY ARE FOUND TO BE FINANCIALLY "IN GOOD STANDING AND THEY HAVE SIGNED THE "COUNTERTERRORISM FORM," MONEY IS GRANTED. SITE VISITS ARE CONDUCTED ONCE DURING THE FUNDING YEAR, AND THE OUTCOME/GOAL ATTAINMENT DATA IS REPORTED TO US BY OUR FUNDED PARTNERS EVERY SIX MONTHS. X 1 1 X X X 0 0 0 0 0 0 0 0 0 MICHAEL WILLIAMSON PRESIDENT/CEO 218689 0 11696 0 2578 0 23052 0 21754 0 277769 0 0 0 CHARMAINE CACCIOPPI EVP/COO 169016 0 0 0 2496 0 19550 0 15429 0 206491 0 0 0 PART I, LINE 1A THE CEO'S WIFE TRAVELS TO ONE CONFERENCE PER YEAR WITH THE CEO - TEN KEY CITIES (TKC) CONFERENCE IN APRIL 2017. TKC REIMBURSES UWSELA FOR THE EXPENDITURE, AND THE TRAVEL IS APPROVED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES. X 1405250 FAIR MARKET VALUE X 13 112177 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF INSTANCES OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 2 ADRIENNE SLACK AND TODD SLACK HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE REVISED BECAUSE THE MISSION STATEMENT WAS UPDATED. FORM 990, PART VI, SECTION A, LINE 6 EVERY CONTRIBUTOR TO A FUND-SOLICTING CAMPAIGN CONDUCTED BY THIS CORPORATION SHALL AUTOMATICALLY BECOME A MEMBER OF THE CORPORATION FOR THE CALENDAR YEAR FOR WHICH SUCH CONTRIBUTION IS MADE. AT EVERY MEETING OF THE CORPORATION MEMBERS, EACH MEMBER SHALL BE ENTITLED TO ONE VOTE, WHICH VOTE MUST BE CAST BY THE MEMBER IN PERSON. TEN MEMBERS SHALL CONSTITUTE A QUORUM. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS SHALL MEET ANNUALLY AT THE CALL OF THE BOARD OF TRUSTEES TO FIX THE NUMBER OF TRUSTEES, TO ELECT THE BOARD OF TRUSTEES AND TO REVIEW THE PROGRAMS AND FINANCES OF THE UNITED WAY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PRESENTED TO AND REVIEWED BY THE BOARD OF TRUSTEES AT A MONTHLY MEETING AFTER A REVIEW IS CONDUCTED BY THE CFO AND BY THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO THE UNITED WAY STAFF AND THE BOARD OF TRUSTEES ANNUALLY. ALL COMPLETED EMPLOYEE FORMS ARE RETURNED TO THE VICE-PRESIDENT OF HUMAN RESOURCES FOR REVIEW AND ALL BOARD/TRUSTEE FORMS ARE RETURNED TO THE PRESIDENT'S EXECUTIVE ASSISTANT FOR REVIEW. TRANSACTIONS WITH PARTIES WITH WHOM A CONFLICTING INTEREST EXISTS MAY BE UNDERTAKEN ONLY IF ALL OF THE FOLLOWING ARE OBSERVED: 1. THE CONFLICTING INTEREST IS FULLY DISCLOSED; 2. THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION; 3. A COMPETITIVE BID OR COMPARABLE VALUATION EXISTS; AND 4. THE BOARD OR A DULY CONSTITUTED COMMITTEE THEREOF HAS DETERMINED THAT THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. DISCLOSURE IN THE ORGANIZATION SHOULD BE MADE TO THE CHIEF EXECUTIVE OFFICER (OR IF HE OR SHE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD CHAIR), WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD OR A DULY CONSTITUTED COMMITTEE THEREOF. DISCLOSURE INVOLVING DIRECTORS SHOULD BE MADE TO THE BOARD CHAIR, (OR IF HE OR SHE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD VICE-CHAIR) WHO SHALL BRING THESE MATTERS TO THE BOARD OR A DULY CONSTITUTED COMMITTEE THEREOF. THE BOARD OR A DULY CONSTITUTED COMMITTEE THEREOF SHALL DETERMINE WHETHER A CONFLICT EXISTS AND IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO UNITED WAY. THE DECISION OF THE BOARD OR A DULY CONSTITUTED COMMITTEE THEREOF ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN MUST BE THE WELFARE OF UNITED WAY AND THE ADVANCEMENT OF ITS PURPOSE. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S SALARY IS DETERMINED BY THE EXECUTIVE COMMITTEE, WHICH IS MADE UP OF INDIVIDUALS FROM OUR VOLUNTEER BOARD OF TRUSTEES. OTHER TOP MANAGEMENT SALARIES ARE DETERMINED BY THE CEO. COMPARABILITY DATA IS OBTAINED FROM INDEPENDENT SOURCES AS WELL AS FROM UNITED WAY WORLDWIDE AND IS USED TO CREATE SALARY RANGES FOR EACH POSITION. THESE SALARY RANGES ARE ADJUSTED FOR INFLATION PERIODICALLY. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE AUDIT AND TAX RETURN ARE PUBLISHED ON THE WEBSITE. FORM 990, PART XII, LINE 2C: THERE HAVE BEEN NO CHANGES FROM THE PRIOR YEAR IN THE OVERSIGHT OR SELECTION PROCESSES FOR THE AUDIT THAT THE ORGANIZATION'S COMMITTEE USES.