2017-11-15T11:30:47-06:00 2017-06-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2016-07-01 060646653 United Way Inc united way of cent & ne connecticut UNIT 8604936800 30 LAUREL STREET HARTFORD CT 06106 PAULA GILBERTO President & CEO 8604936800 2017-11-02 1 PATRICIA MCGOWAN P00184514 9592007000 209.3.217.20 2017-11-02 10:06:44 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 896C1F5B5D42EC59A37A0D46A5820AA48C1A79ED 2016 2017-02-10 21:41:12Z United Way of CentraL AND NORTHEASTERN Connecticut PAULA GILBERTO 30 LAUREL STREET HARTFORD CT 06106 26403392 0 X WWW.Unitedwayinc.org X 1924 CT TO ENGAGE PEOPLE TO IMPROVE LIVES AND CHANGE COMMUNITY CONDITIONS. 27 27 58 7009 0 0 22010597 20360474 641375 748254 500401 810166 156247 172682 23308620 22091576 18087938 16920416 0 0 3878780 3851422 0 0 2406052 1812799 1837139 23779517 22608977 -470897 -517401 35410500 35867372 15751598 14569063 19658902 21298309 X United Way of Central and Northeastern Connecticut mobilizes people and organizations to give, advocate and volunteer to help children succeed, ensure families are healthy and financially secure, and provide access to basic needs. 0 0 8188072 8188072 226479 DONOR DESIGNATIONS: Through the UWCNCT Community campaign, donors can direct their gifts to any qualified organization in the United States over which UWCNCT exercises/retains no discretion as to use due to donor instruction. In order to qualify, an organization must meet the following three criteria: (1) fully tax exempt, (2) donations are 100% tax deductible, (3) in full compliance with federal Patriot Act law. 4163600 4163600 0 Education - Children graduate from high school college and career ready: Our United Way helps prepare youth for academic success with an emphasis on school readiness and early childhood education, meeting appropriate grade-level reading benchmarks, and successful transitions from middle school to high school. We believe that these comprehensive approaches to addressing pre-Kindergarten through eighth grade student achievement will provide a solid foundation leading to students completing high school on time and with the skills needed to be successful in college and beyond. 1987400 1987400 0 Basic Needs - Individuals and families have basic supports: Economic conditions challenge all of us, some more than others. In the short term, we provide support for emergency services such as food, shelter, disaster relief services, basic material needs and support for survivors of sexual assault or domestic violence. In the long term, our community will only prosper and grow if all children and youth succeed and if all families are financially capable and independent. 1349000 1349000 0 Financial Security Families are financially secure: Our United Way helps families build financial security by helping people get connected to good jobs, with an emphasis on meeting employer needs for a competitive workforce by ensuring adults have the training and skills needed to get a job and advance to family-sustaining wages. We also focus on ensuring that while individuals are on the path to family-sustaining employment, they have opportunities to save and grow their money. 770692 770692 health servicesUWCNCT PARTNERS WITH COMMUNITY HEALTH CHARITIES OF NEW ENGLAND (CHC) TO CONDUCT A JOINT COMMUNITY CAMPAIGN, WITH THE INTENTION OF PROVIDING THE DONOR COMMUNITY WITH A SINGLE CAMPAIGN THROUGH WHICH CONTRIBUTIONS CAN BE MADE TO THE REGION'S MAJOR SOCIAL AND HEALTH SERVICE PROVIDERS. CHC'S MEMBER NETWORK IS COMPRISED OF NATIONALLY RECOGNIZED HEALTH AGENCIES. 2265711 461652 521775 OTHER PROGRAM SERVICES 4385403 2581344 521775 18724475 1 1 0 0 0 0 0 0 0 1 1 1 0 0 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 20 0 1 58 1 0 0 0 0 0 1 1 0 0 0 0 X 27 27 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CT X X Thomas W Glynn 8604936810 30 LAUREL ST Hartford CT 061061374 JAMES O'MEARA BOARD chairman 1.00 X X 0 0 0 grEGORY TOCZYDLOWSKI Outgoing Chair/board member 1.00 X X 0 0 0 donalD ALLAN board treasurer 0.60 X X 0 0 0 Suzanne Ali BOARD MEMBER 0.20 X 0 0 0 michaeL l AUSERE BOARD MEMBER 0.30 X 0 0 0 greg m barats BOARD MEMBER 0.30 X 0 0 0 PEGGY BUCHANAN BOARD MEMBER 0.30 X 0 0 0 Steven J Casey Board member 0.30 X 0 0 0 JULIO A CONCEPCION Board MEMBER 0.20 X 0 0 0 MARIO CONJURA BOARD MEMBER 0.30 X 0 0 0 ERIC DANIELS BOARD MEMBER 0.20 X 0 0 0 WILLIAM F DOWLING BOARD MEMBER 0.30 X 0 0 0 PAUL A DUFF BOARD MEMBER 0.20 X 0 0 0 ROBERT EMMETT EARLYIII Outgoing BOARD MEMBER 0.30 X 0 0 0 otto eichmann outgoing board member 0.20 X 0 0 0 dr DEREK A FRANKLIN OUTGOING board membER 0.20 X 0 0 0 Venton B Forbes BOARD MEMBER 0.50 X 0 0 0 JEFFREY L HUBBARD BOARD MEMBER 0.20 X 0 0 0 marGARET MARCHAK Outgoing BOARD MEMBER 0.30 X 0 0 0 shawn J MAYNARD BOARD MEMBER 0.40 X 0 0 0 colleen mcguire BOARD MEMBER 0.20 X 0 0 0 patricia H meiser Outgoing BOARD MEMBER 0.20 X 0 0 0 NATALIE B MORRIs Board MembER 0.40 X 0 0 0 NOREEN RANDAZZO BOARD MEMBER 0.30 X 0 0 0 DR WAYNE S RAWLINS outgoing BOARD MEMBER 0.30 X 0 0 0 TIMOTHY RESTALLJR BOARD MEMBER 0.20 X 0 0 0 CYNTHIA RYAN Board Member 0.40 X 0 0 0 LYNN RYAN outgoing BOARD MEMBER 0.20 X 0 0 0 ASHLEY M SANYAL BOARD MEMBER 0.50 X 0 0 0 Vi R SmalleyEsq BOARD MEMBER 0.20 X 0 0 0 Donna l Sodipo Board Member 0.20 X 0 0 0 SUSAN TULLY BOARD MEMBER 0.20 X 0 0 0 Anden RUtzinger Board member 0.20 X 0 0 0 LYN gammill WALKER Board MemBER 0.50 X 0 0 0 JENNIFER L WHITE Board memBER 0.50 X 0 0 0 PAULA S GILBERTO PRESIDENT/CEO 52.00 X 165820 0 28363 THOMAS W GLYNN CFO 52.00 X 146484 0 16448 Jennifer Gifford VP of community Resources 52.00 X 110764 0 25747 ANITA FORD SAUNDERS marketing director 52.00 X 103131 0 35127 526199 0 105685 4 0 1 0 0 220498 128600 20011376 105114 20360474 Administrative fees and other 900099 469767 469767 COMMUNITY GRANTS, INITIATIVES, AN 900099 278487 278487 748254 720180 720180 83192 0 83192 83192 83192 4260971 4170985 89986 89986 89986 230321 128600 140831 89490 89490 22091576 748254 0 982848 16920416 16920416 373261 82839 199275 91147 2610891 945116 454902 1210873 262362 82889 59426 120047 350724 100781 99806 150137 254184 72212 73322 108650 10800 5410 3289 2101 4000 1154 1154 1692 65088 2572 58506 4010 25000 25000 337428 53398 24557 259473 110219 42747 352 67120 152939 15061 23001 114877 78944 26951 32547 19446 341514 167673 106060 67781 16619 7318 1930 7371 14815 4187 6693 3935 243179 68954 70148 104077 209777 73396 107866 28515 92781 21198 63348 8235 AWARDS, SPONSORSHIPS & 59771 5449 43964 10358 RENTAL AND MAINTENANCE 41939 11889 12098 17952 dues & subscriptions 32326 12865 11206 8255 22608977 18724475 1478450 2406052 361 364 4880343 4911366 6423051 5774236 251218 397200 133184 116797 4256637 3061154 1364624 1195483 16108868 16802597 6243951 6664429 4900 4900 35410500 35867372 1896168 866455 2308087 2463730 11547343 11238878 15751598 14569063 X 11905151 12984941 267980 407119 7485771 7906249 19658902 21298309 35410500 35867372 X -517401 736143 1420665 X X 0 1 X 1 0 X 24916056 24054841 23739532 22010597 20360474 115081500 24916056 24054841 23739532 22010597 20360474 115081500 6520814 108560686 1014500 977020 1028952 968847 803372 4792691 111524 137610 166875 205739 230321 852069 120726260 3780675 0.89920 0.90600 X Schedule A, Part II, Line 10, Explanation of Other Income: fundraising events - 2012 Amount: $ 111,524. 2013 Amount: $ 137,610. 2014 Amount: $ 166,875. 2015 Amount: $ 205,739. 2016 Amount: $ 230,321. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16108865 1143731 450000 16802596 16601728 -42863 450000 16108865 16915567 186161 500000 16601728 15483278 1832289 400000 16915567 14327005 1456273 300000 15483278 0.92500 0.07500 0.00000 0 0 3323 3323 3368481 2218330 1150151 774273 739419 34854 110560 103405 7155 1195483 Investments held in trust by others 6664429 C 6664429 CAMPAIGN SUPPORT DUE TO COMMUNITY HEALTH CHARITIES 454021 agency program support payable 8211134 donor designations payable 2573723 11238878 X 15264619 736143 1420665 2156808 13107811 25000 8958765 8983765 22091576 13625212 0 13625212 25000 8958765 8983765 22608977 Part V, Line 4: The endowment is designed to preserve the real value of the unrestricted investment reserves over time while providing a modest level of income for current operating needs. Part X, Line 2: UWCNCT has no unrecognized tax benefits at June 30, 2017 and 2016. UWCNCT's Federal and state information returns prior to fiscal year 2014 are closed and management continually evaluates expiring statutes of limitations, audits, proposed settlements, changes in tax law and new authoritative rulings. If UWCNCT has unrelated business income taxes, UWCNCT will recognize interest and penalties associated with uncertain tax positions as part of the income tax provision and include accrued interest and penalties with the related tax liability in the statement of financial position. Part XI, Line 2d - Other Adjustments: PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST 1,000,187. CHANGE IN INVESTMENTS HELD IN TRUST BY OTHERS 420,478. Part XI, Line 4b - Other Adjustments: COMMUNITY HEALTH CHARITIES SHARE OF DIRECT PUBLIC SUPPORT 770,692. Amounts designated by donors 8,188,073. Part XII, Line 4b - Other Adjustments: Amounts designated by donors 8,188,073. COMMUNITY HEALTH CHARITIES SHARE OF DIRECT PUBLIC SUPPORT 770,692. LUNCHEON 358921 128600 230321 9447 43144 15150 73090 358921 128600 230321 9447 43144 15150 73090 140831 89490 1 AARP Foundation 601 East Street NW Suite A1 350 Washington DC 200490001 520794300 501c3 17136 Donor Designated Gifts Academy of Our Lady of Mercy 200 High Street Milford CT 064603249 060653077 501c3 9083 Donor Designated Gifts Access Community Action Agency 1315 main streetsuite 2 willimantic CT 06226 060801861 501c3 40000 Allocation Funding & Designated Gifts Accion Inc US Network 85 Broad St 18th Floor New York NY 10004 113317234 501c3 7301 Donor Designated Gifts Advent united methodist church 2258 woodruff road simpsonville SC 29681 570895177 501c3 14000 Donor Designated Gifts American Red Cross 1501 South Brand Boulevard Glendale CA 91204 530196605 501c3 219280 Allocation Funding & Designated Gifts American Society for the Prevention of Cruelty of Animals 520 Eighth Avenue 7th Floor New York NY 10018 131623829 501c3 6110 Donor Designated Gifts Andover Hebron Marlborough Youth Services 25 Pendelton Drive Hebron CT 062481525 222595584 501c3 5049 Donor Designated Gifts Archbishop's Annual Appeal 134 Farmington Avenue Hartford CT 06105 060646669 501c3 9585 Donor Designated Gifts Aurora Women and Girls Foundation Inc 80 South Main St West Hartford CT 06107 061587403 501c3 5484 Donor Designated Gifts Avon High School Booster Club PO Box 9 Avon CT 06001 061244290 501c3 5420 Donor Designated Gifts Avon Old Farms School 500 Old Farms Road Avon CT 06001 060655480 501c3 9162 Donor Designated Gifts Ben Bronz Foundation Inc 141 North Main Street West Hartford CT 061071264 061185278 501c3 5193 Donor Designated Gifts beth EI temple of west hartford 2626 Albany avenue west hartford CT 06117 571152503 501c3 5240 Donor Designated Gifts Bethany Covenant Church (CT) 785 Mill Street Berlin CT 060372428 060646547 501c3 6038 Donor Designated Gifts Birthright of Greater Hartford Inc 914 Main Street- Room 216 East Hartford CT 06108 237378225 501c3 5098 Donor Designated Gifts Boy Scout Troop 355 1075 Main Street Newington CT 06111 060676853 501c3 5754 Donor Designated Gifts Boys & Girls Club of New Britain Inc 150 Washington Street New Britain CT 06051 060660406 501c3 100709 Allocation Funding & Designated Gifts Boys & Girls Clubs of Hartford 170 Sigourney Street Hartford CT 06105 066026005 501c3 197786 Allocation Funding & Designated Gifts Bushnell Center for the Performing Arts 166 Capitol Avenue Hartford CT 06106 060662112 501c3 28267 Donor Designated Gifts Catholic Charities Diocese of Norwich 331 Main Street Norwich CT 06360 060646609 501c3 33045 Allocation Funding & Designated Gifts Catholic Charities Inc Archdiocese of Hartford 839 Asylum Avenue 841 Hartford CT 061052801 060667607 501c3 516572 Allocation Funding & Designated Gifts CBIA Education Foundation Inc 350 Church Street Hartford CT 061031136 222474078 501c3 90452 Donor Designated Gifts CCARC Inc 950 Slater Road New Britain CT 060531658 066011543 501c3 20386 Allocation Funding & Designated Gifts Children's Law Center 30 Arbor Street North Building 4th Floor Hartford CT 061061215 061381700 501c3 31629 Allocation Funding & Designated Gifts Christian activities council 47 vine street hartford CT 06112 060689693 501c3 17000 Donor Designated Gifts Church of jesus christ of latter day saints 50 east north temple room 1521 salt lake city UT 84150 237300405 501c3 7500 Donor Designated Gifts Citadel of Love PO Box 1932 Hartford CT 06144 061441758 501c3 8253 Donor Designated Gifts City of Hope 1500 East Duarte Road Duarte CA 91010 951683875 501c3 6701 Donor Designated Gifts City of New Britain Board of Education 272 Main Street New Britain CT 06051 222486319 501c3 60000 Allocation Funding & Designated Gifts Colonial Point Christian Church 855 Chapel Road South Windsor CT 060744252 061553246 501c3 7427 Donor Designated Gifts Community bicycle center po box 783 biddeford ME 04005 203684834 501c3 8955 Donor Designated Gifts Community Foundation of greater new britain 74A vine street new britain CT 06052 066036461 501c3 20215 Allocation Funding & Designated Gifts Community Health Charities of New England 1199 North Fairfax Street Suite 600 Alexandria VA 22314 066079596 501c3 8650 Donor Designated Gifts Community Mental Health Affiliates Inc 270 John Downey Drive New Britain CT 060512906 060934544 501c3 97450 Allocation Funding & Designated Gifts COMPASS Youth Collaborative 55 Airport Road Suite 201 Hartford CT 06114 311768549 501c3 242098 Allocation Funding & Designated Gifts Connecticut Children's Medical Center 282 Washington Street Hartford CT 061063322 060646755 501c3 15715 Donor Designated Gifts Connecticut Community Care Inc 43 Enterprise Drive Bristol CT 06010 061024632 501c3 9225 Donor Designated Gifts Connecticut foruminc 750 main street hartford CT 06103 061343149 501c3 8175 Donor Designated Gifts Connecticut Humane Society 701 Russell Road Newington CT 061111593 060667605 501c3 20157 Donor Designated Gifts Connecticut Humanie Society 169 old colchester road quaker hill CT 063750041 060667605 501c3 7529 Donor Designated Gifts Connecticut Public Broadcasting Inc 1049 Asylum Avenue Hartford CT 061052432 060758938 501c3 6480 Donor Designated Gifts Connecticut Rivers Council Boy Scouts of America 60 Darlin Street East Hartford CT 061083256 060662110 501c3 138087 Allocation Funding & Designated Gifts Connecticut science center 250 columbus blvd Hartford CT 06103 061538101 501c3 15773 Donor Designated Gifts Connecticut trees of honor memorial po box 86 cromwell CT 064160086 452398794 501c3 12037 Donor Designated Gifts Connecticut Women's Education & Legal fund Inc 1 Hartford square ste 300 hartford CT 061061983 060913214 501c3 10100 Donor Designated Gifts ConnectiKids 814 Asylum Avenue Hartford CT 061052805 061035985 501c3 53909 Allocation Funding & Designated Gifts Convenant Preparatory School 135 broad street hartford CT 06105 743238578 501c3 12021 Donor Designated Gifts CT Legal Services-Hartford 62 Washington Street Middletown CT 06457 060955461 501c3 45687 Allocation Funding & Designated Gifts CWEALF One Hartford Square West Suite 1-300 Hartford CT 06106 060913214 501c3 62015 Donor Designated Gifts Dana Farber Cancer Institute Inc 450 Brookline Avenue BP418 Boston MA 022155418 042263040 501c3 16506 Donor Designated Gifts Dartmouth College 6066 Development Office Room 304 Hanover NH 03755 020222111 501c3 6813 Donor Designated Gifts Deep River Congregational Church PO Box 246 Deep River CT 064170246 066038248 501c3 6470 Donor Designated Gifts East Hartford Public Schools 1110 Main Street East Hartford CT 06108 066001989 501c3 40000 Allocation Funding & Designated Gifts Educational resources for children inc 119B post road Enfield CT 060825626 030399205 501c3 75486 Allocation Funding & Designated Gifts Emergency Aid Association Inc 450 South Street Suffield CT 060782210 060646618 501c3 5324 Donor Designated Gifts Engineers Without Borders USA 1031 33rd Street Suite 210 Denver CO 80205 841589324 501c3 7400 Donor Designated Gifts Farmington Valley Academy Montessori 150 Fisher Ave Avon CT 06001 201571082 501c3 8003 Donor Designated Gifts Farmington Valley Visiting Nurse Association 8 old mill lane Simsbury CT 060701932 060646899 501c3 66166 Allocation Funding & Designated Gifts Fidelco Guide Dog Foundation Inc 103 Vision Way Bloomfield CT 060025322 066060478 501c3 7997 Donor Designated Gifts First Congregational Church in bloomfield 10 winstonbury avenue bloomfield CT 06002 060727636 501c3 32000 Donor Designated Gifts Foodshare Inc 450 Woodland Avenue Bloomfield CT 060021342 222474771 501c3 237477 Allocation Funding & Designated Gifts Frisco Bible Church 8000 Sanctuary Drive Frisco TX 75033 752543496 501c3 6700 Donor Designated Gifts Gifts of Love Inc 35 East Main Street Avon CT 060010463 061309318 501c3 7876 Donor Designated Gifts Girl Scouts of Connecticut 340 Washington Street Hartford CT 061063317 060646759 501c3 187152 Allocation Funding & Designated Gifts Grace Academy Inc 277 Main Street Hartford CT 06106 271673012 501c3 14687 Donor Designated Gifts Granby Community Fund PO Box 94 Granby CT 060350094 066037713 501c3 10773 Donor Designated Gifts Greater Hartford Arts Council PO Box 231436 Hartford CT 061231436 237111486 501c3 80093 Donor Designated Gifts Greater Hartford Church of Christ PO Box 1081 Argyle TX 762261081 061414914 501c3 20450 Donor Designated Gifts Greater hartford consortium for higher education 31 pratt street5th floor hartford CT 06103 237288868 501c3 73333 Allocation Funding & Designated Gifts Greater Hartford Legal Aid Inc 999 Asylum Avenue 3rd Floor Hartford CT 061052465 060730611 501c3 224646 Allocation Funding & Designated Gifts Guide Dogs of America CT RI & Western MA Chapters 300 Saybrook Road Higganum CT 06441 951586088 501c3 79474 Donor Designated Gifts HARC Inc 900 Asylum Avenue Hartford CT 061051985 060710289 501c3 167462 Allocation Funding & Designated Gifts Hartford Area Habitat for Humanity 780 Windsor Street Hartford CT 061441933 061253049 501c3 8198 Donor Designated Gifts Hartford Foundation for Public Giving 10 Columbus Boulevard 8th Floor Hartford CT 06106 060699252 501c3 70513 Allocation Funding & Designated Gifts Hartford Healthcare at Home Inc 1290 Silas Deane Highway Ste 4B Wethersfield CT 061094337 060646938 501c3 375137 Allocation Funding & Designated Gifts Hartford Hospital 80 Seymour Street Hartford CT 06105 060646668 501c3 16357 Donor Designated Gifts Hartford youth scholars foundation inc 129 allen place Hartford CT 061063103 203495171 501c3 16152 Donor Designated Gifts Hartford's Camp Courant 285 Broad Street Hartford CT 061153785 061018155 501c3 5448 Donor Designated Gifts Heart of florida united way 1940 traylor boulevard orlando FL 328044717 590808854 501c3 14913 Donor Designated Gifts Hispanic Health Council 175 Main Street Hartford CT 061061818 061018979 501c3 102259 Allocation Funding & Designated Gifts Hockanum Valley Community Council Inc 29 Naek Road Suite 5A Vernon CT 060663942 060864311 501c3 16937 Allocation Funding & Designated Gifts Hodding Carter Memorial YMCA 1688 Fairgrounds Road Greenville MS 387037805 640306257 501c3 12020 Donor Designated Gifts Holcomb Farm Inc 113 Simsbury Road West Granby CT 06090 061384197 501c3 5331 Donor Designated Gifts Hole in the wall gang fundInc 555 long wharf Drive new haven CT 065115901 061157655 501c3 6534 Donor Designated Gifts Homework House Inc 54 North Summer Street Holyoke MA 010406208 562666698 501c3 5125 Donor Designated Gifts Hopewell Baptist Church 280 Windsor Avenue Windsor CT 06095 222600105 501c3 5159 Donor Designated Gifts House of Bread 1453 Main Street Hartford CT 06120 061073478 501c3 5712 Donor Designated Gifts Human Resources Agency of New Britain 180 Clinton Street New Britain CT 060533512 060954802 501c3 322243 Allocation Funding & Designated Gifts Interval House PO Box 340207 Hartford CT 061340207 060960005 501c3 136220 Allocation Funding & Designated Gifts Jewish Community Foundation of Greater Hartford 333 Bloomfield Ave Suite D West Hartford CT 06117 061372107 501c3 15328 Donor Designated Gifts Jewish Family Service of Greater Hartford 333 Bloomfield Avenue Suite A West Hartford CT 061171500 060653062 501c3 100359 Allocation Funding & Designated Gifts Journey Home 255 Main St 2nd Floor Hartford CT 06106 800143570 501c3 55325 Allocation Funding & Designated Gifts Junior Achievement Inc one education way Colorado Springs CO 80906 131635270 501c3 46781 Donor Designated Gifts Junior Achievement of Southwest New England 70 Farmington Avenue Hartford CT 061053704 060665972 501c3 17301 Donor Designated Gifts Kingswood Oxford School Inc 170 Kingswood Road West Hartford CT 061191430 060646688 501c3 7628 Donor Designated Gifts Last Mile Health PO Box 130122 Boston MA 02113 261401736 501c3 7417 Donor Designated Gifts Leadership Greater Hartford 30 Laurel Street Hartford CT 06106 061167174 501c3 18465 Donor Designated Gifts Legacy Bible Church 4818 FM 691 Denison TX 750208206 752874919 501c3 15000 Donor Designated Gifts Lighthouse Mission 1543 Montauk Highway Bellport NY 11713 205850026 501c3 5400 Donor Designated Gifts LISC Fiduciary for Hartford Neighborhood Development Support Collaborative 75 Charter Oak Avenue Suite 2-250 Hartford CT 06106 133030229 501c3 173000 Allocation Funding & Designated Gifts Literacy Volunteers of Central Connecticut 20 High Street New Britain CT 06051 222527030 501c3 41444 Allocation Funding & Designated Gifts Literacy Volunteers of Greater Hartford 30 Arbor Street South Building Hartford CT 06106 237237570 501c3 47291 Allocation Funding & Designated Gifts Malta House of Care Foundation 19 Woodland Street Suite 21 Hartford CT 061052535 203562371 501c3 6800 Donor Designated Gifts Manchester Area Conference of Churches 466 Main Street Manchester CT 060453804 237354956 501c3 21117 Donor Designated Gifts MARC Inc of Manchester 151 Sheldon Road Manchester CT 060422318 060712057 501c3 5989 Donor Designated Gifts Masonicare Partners Home Health & Hospice 104 South Turnpike Road Wallingford CT 064924320 260758992 501c3 29100 Allocation Funding & Designated Gifts Masters School Inc 36 Westledge Road West Simsbury CT 060922319 237016084 501c3 12350 Donor Designated Gifts Middlesex United Way 100 Riverview Center Suite 230 Middletown CT 064572862 060665170 501c3 129861 Donor Designated Gifts My Sisters Place Inc 237 Hamilton Street Suite 203 Hartford CT 061062977 061079879 501c3 51069 Donor Designated Gifts Mystic aquarium & Institute for exploration 55 coogan coulevard mystic CT 06355 061480300 501c3 5000 Donor Designated Gifts National Conference for Community & Justice Inc 820 Prospect Hill Road Suite A Windsor CT 060951559 131809982 501c3 6308 Donor Designated Gifts Northwest Catholic High School Foundation 29 Wampanoag Drive West Hartford CT 061171299 060768002 501c3 12260 Donor Designated Gifts Northwest Catholic High School Foundation 29 wampanoag drive west hartford CT 061171299 066079624 501c3 7573 Donor Designated Gifts Nutmeg Big BrothersBig Sisters 30 Laurel Street 3rd Floor Hartford CT 06106 060850379 501c3 144955 Allocation Funding & Designated Gifts old saybrook youth & Family Services 322 main street old saybrook CT 06475 743129840 501c3 9183 Donor Designated Gifts OM Foundation Sri Sai Spiritual Center 749 Old Say Brook Road-Unit A101 Middletown CT 06457 263534277 501c3 5649 Donor Designated Gifts Opportunities Industrialization Center of New Britain Inc 114 North Street New Britain CT 060511918 060876897 501c3 32781 Allocation Funding & Designated Gifts Our Companions Domestic Animal Sanctuary Inc PO Box 956 Manchester CT 060450956 412047734 501c3 5887 Donor Designated Gifts Our Piece of the Pie - OPP 20-28 Sargeant Street Hartford CT 06105 060939659 501c3 405637 Allocation Funding & Designated Gifts PKD Foundation 1001 E 101st Terrace Kansas City MO 64131 431266906 501c3 5718 Donor Designated Gifts Protectors of animals inc 144 main streetunit O east hartford CT 061183239 060959891 501c3 6961 Donor Designated Gifts Providence College 1 Cunningham Square Providence RI 02918 050258932 501c3 5251 Donor Designated Gifts Prudence Crandall Center 594 Burritt Street New Britain CT 06053 060968557 501c3 35377 Allocation Funding & Designated Gifts Richard M Keane Foundation Inc 126 Broad Street Wethersfield CT 061093105 061635181 501c3 6892 Donor Designated Gifts Saint Agnes Home Inc 104 Mayflower Street West Hartford CT 06110 060653189 501c3 5952 Donor Designated Gifts Saint Francis Hospital & Medical Center Foundation 95 Woodland Street Hartford CT 061051208 061491191 501c3 6360 Donor Designated Gifts Saint John's Church 679 farmington avenue west hartford CT 061191895 060653123 501c3 9956 Donor Designated Gifts Saint Matthew lutheran church 224 lovely street avon CT 06001 061019980 501c3 5292 Donor Designated Gifts Salvation Army 855 asylum avenue hartford CT 061420628 135562351 501c3 315753 Allocation Funding & Designated Gifts San Francisco City Academy 230 Jones street San Francisco CA 941022662 900332259 501c3 50100 Donor Designated Gifts Scared Heart Church 446 mountain road suffield CT 06078 060653168 501c3 11626 Donor Designated Gifts Services for the Elderly of Farmington 321 New Britain Avenue Unionville CT 060851041 060860153 501c3 36537 Allocation Funding & Designated Gifts Sexual Assault Crisis Center of Eastern CT PO Box 24 Willimantic CT 062260024 061033609 501c3 16958 Allocation Funding & Designated Gifts Shoreline christian center 15201 burnet road austin TX 78728 742428868 501c3 5080 Donor Designated Gifts Shriners Hospitals for children 516 carew street springfield MA 01104 042121377 501c3 8051 Donor Designated Gifts Simsbury United Methodist Church 799 Hopemeadow Street Simsbury CT 060701821 222487294 501c3 6127 Donor Designated Gifts South Park Inn Emergency Shelter 75 Main Street Hartford CT 06106 061083735 501c3 101045 Allocation Funding & Designated Gifts Special olympics connecticutinc 2666 state streetsuite 1 hamden CT 06517 237099756 501c3 11893 Donor Designated Gifts St John's high school 378 main street shrewsburry MA 01545 042178393 501c3 13050 Donor Designated Gifts St Ann's Church of Avon 289 Arch Road Avon CT 060014209 060658084 501c3 21629 Donor Designated Gifts St Christopher School 570 Brewer Street East Hartford CT 06118 222547126 501c3 8445 Donor Designated Gifts St George Greek Orthodox Cathedral 433 Fairfield Avenue Hartford CT 06114 060679118 501c3 6976 Donor Designated Gifts St James Episcopal Church 3 Mountain Road Farmington CT 060322339 060773790 501c3 8846 Donor Designated Gifts St Mary's Church 51 Freestone Avenue Portland CT 06480 060676857 501c3 5704 Donor Designated Gifts Stanford University - Board of Trustees 326 Galvez Street Stanford CA 943056105 941156365 501c3 5400 Donor Designated Gifts Stonebriar Community Church 4801 Legendary Drive Frisco TX 75034 752780864 501c3 15000 Donor Designated Gifts Temple beth sholom endowment foundationinc 400 east middle turnpike manchester CT 06040 050540805 501c3 5800 Donor Designated Gifts The Arc of Farmington Valley (Favarh) 225 Commerce Drive Canton CT 060191099 066011136 501c3 34806 Allocation Funding & Designated Gifts The Carter Center Inc 453 freedom parkway atlanta GA 30307 581454716 501c3 7285 Donor Designated Gifts The Fletcher School 8500 Sardis Road Charlotte NC 28270 591340099 501c3 6333 Donor Designated Gifts The Village for Families & Children 1680 Albany Avenue Hartford CT 061051099 060668594 501c3 839028 Allocation Funding & Designated Gifts Town of Windham- Board of Education 322 Prospect Street Willimantic CT 06226 061201204 501c3 63000 Allocation Funding & Designated Gifts Trinity Covenant Church 302 Hackmatack Street Manchester CT 06040 060867977 501c3 6290 Donor Designated Gifts Trinity Episcopal Church 11 Church Street Tariffville CT 06081 066051129 501c3 11733 Donor Designated Gifts Trinity Evangelical Free Church 33 Center Rd Woodbridge CT 065251629 060886049 501c3 5500 Donor Designated Gifts True Colors Inc 30 Arbor Street Suite 201A Hartford CT 061061215 061537001 501c3 25733 Allocation Funding & Designated Gifts Trustees of Columbia University 622 West 113th Street MC 4524 New York NY 10025 135598093 501c3 15000 Donor Designated Gifts United Labor Agency (John J Driscoll ULA) 56 Town Line Road Rocky Hill CT 060671241 060987695 501c3 28128 Allocation Funding & Designated Gifts United States Olympic Committee One Olympic Plaza Colorado Springs CO 809095724 131548339 501c3 55416 Donor Designated Gifts United Way Greater Twin Cities PO Box 2949 Minneapolis MN 55402 411973442 501c3 12288 Donor Designated Gifts United Way Meriden & Wallingford 35 Pleasant Street Suite 1E Meriden CT 064505786 060646714 501c3 30491 Donor Designated Gifts United Way of Central Carolinas Inc PO Box 890685 Charlotte NC 282890685 560529948 501c3 28429 Donor Designated Gifts United Way of Central Indiana PO Box 88409 Indianapolis IN 462080409 351007590 501c3 11234 Donor Designated Gifts United Way of Central Oklahoma 1444 Northwest 28th Street Oklahoma City OK 731060837 730589829 501c3 17324 Donor Designated Gifts United Way of Chester County 211 North Walnut Street West Chester PA 19380 232131877 501c3 5792 Donor Designated Gifts United Way of Connecticut 1344 Silas Deane Highway Rocky Hill CT 060671342 061084194 501c3 266430 Allocation Funding & Designated Gifts United Way of Greater Atlanta 100 Edgewood Avenue NE Atlanta GA 30303 580566194 501c3 12220 Donor Designated Gifts United Way of Greater New Haven 370 James Street Suite 403 New Haven CT 065133091 060646761 501c3 15850 Donor Designated Gifts United Way of Greater Philadelphia and Southern New Jersey 1709 Benjamin Franklin Parkway Philadelphia PA 191031294 231556045 501c3 36641 Donor Designated Gifts United Way of Greater Waterbury 100 North Elm Street 2nd Floor Waterbury CT 067021512 060646634 501c3 43339 Donor Designated Gifts United Way of Martin County Inc PO Box 362 Stuart FL 349950362 591051699 501c3 15436 Donor Designated Gifts United Way of Massachusetts Bay and Merrimack County PO Box 51381 Boston MA 02205 042382233 501c3 11644 Donor Designated Gifts United Way of Metropolitan Dallas 1800 North Lamar Street Dallas TX 752021701 756005352 501c3 10093 Donor Designated Gifts United Way of New York City 205 East 42nd Street 12th Floor New York NY 10017 132617681 501c3 5127 Donor Designated Gifts United Way of Northwest CT 333 Kennedy Drive Suite R101 Torrington CT 067903060 066009309 501c3 7340 Donor Designated Gifts United Way of Palm Beach County Inc 477 South Rosemary Avenue Suite 230 West Palm Beach FL 334015758 590683258 501c3 78977 Donor Designated Gifts United Way of Pioneer Valley 1441 Main Street Suite 147 Springfield MA 011031447 042152680 501c3 131395 Donor Designated Gifts United Way of San Antonio & Bexar County 700 South Alamo Street San Antonio TX 782053404 741272381 501c3 45946 Donor Designated Gifts United Way of San Diego 4699 Murphy Canyon Road San Diego CA 921234320 952213995 501c3 11624 Donor Designated Gifts United Way of Southeastern CT 283 Stoddards Wharf Road Gales Ferry CT 063350375 060771393 501c3 35906 Donor Designated Gifts United Way of Southington 31 Liberty Street Suite 210 Southington CT 064893114 060790621 501c3 18212 Donor Designated Gifts United Way of the Bay Area 550 Kearny Street Suite 1000 San Francisco CA 941082524 941312348 501c3 9142 Donor Designated Gifts United Way of the Chattahoochee Valley Inc 1100 5th Avenue Columbus GA 31901 580572434 501c3 90139 Donor Designated Gifts United Way of the Greater Seacoast 112 Corporate Drive Unit 3 Portsmouth NH 038016890 020271825 501c3 14294 Donor Designated Gifts United Way of the Lakeshore 31 East Clay Avenue Muskegon MN 494420207 381426895 501c3 8771 Donor Designated Gifts United Way of West Central CT 440 N Main Street Ste D Bristol CT 060101902 060653262 501c3 16555 Donor Designated Gifts United Way of York County (ME) PO Box 727 Kennebunk ME 040430727 010276862 501c3 130360 Donor Designated Gifts United Way Worldwide PO Box 418607 Boston MA 022418607 237424837 501c3 251711 Donor Designated Gifts University of CT Foundation Inc 2390 Alumni Drive Unit 3206 Storrs CT 06269 066070722 501c3 111027 Donor Designated Gifts University of Notre Dame 1100 Grace Hall Notre Dame IN 465565612 350868188 501c3 7000 Donor Designated Gifts University of Saint Joseph 1678 Asylum Avenue West Hartford CT 061172764 060646829 501c3 7314 Donor Designated Gifts Urban League of Greater Hartford 140 Woodland Street Hartford CT 061051210 066066991 501c3 248430 Allocation Funding & Designated Gifts Valley Community Baptist Church 590 West Avon Road Avon CT 06001 060948931 501c3 19005 Donor Designated Gifts Valley of the Sun United Way 3200 E Camelback Rd Suite 375 Phoenix AZ 850182328 860104419 501c3 17037 Donor Designated Gifts Valley United Way 54 Grove Street Suite 1 Shelton CT 06484 060847098 501c3 5003 Donor Designated Gifts Visiting Nurse & Health Services of CT Inc 8 Keynote Drive Vernon CT 060665040 060646795 501c3 10368 Allocation Funding & Designated Gifts Wadsworth Atheneum Museum of Art 600 Main Street Hartford CT 06103 060653111 501c3 5579 Donor Designated Gifts Watkinson School 180 Bloomfield Avenue Hartford CT 061051096 060655136 501c3 6139 Donor Designated Gifts Wethersfield Evangelical Free Church 511 Maple Street Wethersfield CT 06109 060886824 501c3 6778 Donor Designated Gifts Windham Area Interfaith Ministry (WAIM) 866 Main Street Willimantic CT 06226 061122323 501c3 22731 Allocation Funding & Designated Gifts Women's Business Development Council 184 Bedford Street Suite 201 Stamford CT 06901 061493737 501c3 45000 Donor Designated Gifts Women's League Inc Child Development Center 1695 Main Street Hartford CT 06120 060646969 501c3 582328 Allocation Funding & Designated Gifts Worcester Polytechnic Institute 100 Institute Road Worcester MA 01609 042121303 501c3 6878 Donor Designated Gifts Wounded Warrior Project 4899 Belfort Road Suite 300 Jacksonville FL 322566033 202370934 501c3 14544 Donor Designated Gifts Xavier High School 181 Randolph Road Middletown CT 064575606 061442909 501c3 5938 Donor Designated Gifts YMCA of Greater Hartford 50 State House Square Second Floor Hartford CT 061033902 060881325 501c3 315458 Allocation Funding & Designated Gifts YWCA Hartford Region 135 Broad Street Hartford CT 06105 060646993 501c3 118635 Allocation Funding & Designated Gifts YWCA of New Britain 19 Franklin Square New Britain CT 060512604 060598620 501c3 298090 Allocation Funding & Designated Gifts United way greater capital region inc po box 13865 albany NY 12212 141364505 501c3 11772 Donor Designated Gifts Valley united way 201 lafayette streetsuite 201 utrica NY 135024311 150532074 501c3 26089 Donor Designated Gifts Fox valley united way 44 east galena boulevard aurora IL 605053314 362195467 501c3 5238 Donor Designated Gifts 212 FORM 990, PART IV Through the UWCNCT Community Campaign, donors can direct their gifts to any qualified organization in the United State over which UWCNCT exercises/retains no discretion as to use due to donor instruction. In order to qualify, an organization must meet the following three criteria: (1) fully tax exempt, (2) donations are 100% tax deductible, (3) in full compliance with federal patriot act law. As a member of United Way Worldwide (UWW), UWCNCT adheres to all membership criteria including the requirements for deducting expenses from donor-directed pledges (UWW publication titled "Cost Deduction Standards for Membership Requirement M"). Part II, Line 1h Organizations listed in Schedule I, Part II that have a purpose description of "Allocation Funding & Designated Gifts" represent agencies that have met United Way of Central and Northeastern Connecticut's standards for management, governance and fiscal accountability. They receive United Way Community Investment support for their work in the areas of Education,income and health.They also receive donor designations processed by UWCNCT. Organizations listed with a purpose of description of "Designated Gifts" only receive donor designations processed by UWCNCT. X X X 0 0 0 0 0 0 0 0 0 PAULA S GILBERTO PRESIDENT/CEO 163017 0 0 0 2803 0 18289 0 10843 0 194952 0 0 0 THOMAS W GLYNN CFO 144912 0 0 0 1572 0 16016 0 1170 0 163670 0 0 0 X 13 105114 FAIR VALUE 0 1 1 Part I, Column (b): The amount in column b represents number of contributors. Part I, Line 32b: UWCNCT accepts the transfer of stock as payment against pledges made to our annual United Way Community Campaign. The date of the gift/payment is the day the stock passes from the donors control to UWCNCT. UWCNCT advises its broker, a third party, to sell all such stock transfers immediately upon receipt. Form 990, Part VI, Section A, line 6 By Laws, Article VI "Members" 1. - The corporation shall have one class of members consisting of each individual and corporate contributor to the United Way's annual campaign in the preceding calendar year. Form 990, Part VI, Section A, line 7a By Laws, Article VI "Members" 2. - An annual meeting of the members of the United Way shall be held each year on such date and at such time and place as the Board Chair shall fix, for the purpose of electing Directors and other business as may properly come before the meeting. Form 990, Part VI, Section B, line 11b UWCNCT's Audit Committee reviews and accepts the 990. Then it is reviewed and accepted by the Finance Committee. It is then provided in electronic form to each member of the Board several days prior to the November Board meeting at which time it is presented for acceptance by the full Board. Form 990, Part VI, Section B, line 12c ANNUALLY EACH MEMBER OF THE BOARD IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT. EACH BOARD MEMBER STATEMENT IS REVIEWED BY THE AUDIT COMMITTEE CHAIR. CONFLICT OF INTEREST STATEMENTS ARE COMPLETED BY ALL STAFF AND REVIEWED BY THE PRESIDENT & CEO. Form 990, Part VI, Section B, line 15 SENIOR EXECUTIVE COMPENSATION POLICY: THE BENEFITS AND COMPENSATION COMMITTEE WILL: - BE CHAIRED BY A BOARD MEMBER AND WILL HAVE AT LEAST THREE OTHER MEMBERS FROM THE BOARD, THE COMMUNITY AND/OR ORGANIZATION STAFF (EXCLUDING THE CEO) WHO POSSESS EXPERIENCE AND EXPERTISE IN HUMAN RESOURCES AND BENEFITS. - PARTICIPATE IN THE REVIEW OF THE SENIOR EXECUTIVE COMPENSATION ANNUALLY (DEFINED AS ANY POSITION VICE PRESIDENT AND ABOVE) AND DOCUMENT VIA THE MINUTES AND VOTE THEIR REVIEW AND OVERSIGHT OF THE COMPENSATION PROCESS AND DATA. - DEVELOP A REPORT THAT WILL INCLUDE MEETING MINUTES AND SUPPORTING MATERIALS THAT DOCUMENT EXECUTIVE COMPENSATION DECISIONS APPROVED BY THE EXECUTIVE COMMITTEE OR THE BOARD. THE BENEFITS AND COMPENSATION COMMITTEE CHAIRPERSON WILL: - REPORT AND RECOMMEND EXECUTIVE COMPENSATION AND BENEFITS TO THE EXECUTIVE COMMITTEE AND THE BOARD. - IN CONJUNCTION WITH HUMAN RESOURCES, REPORT SPECIFICALLY THE PRESIDENT AND CEO COMPENSATION INFORMATION TO THE UNITED WAY WORLDWIDE MEMBERSHIP ACCOUNTABILITY COMMITTEE (MAC) ALONG WITH THE BENEFITS AND COMPENSATION COMMITTEE POLICY ON COMPENSATION. COMPENSATION REVIEW: THE BENEFITS AND COMPENSATION COMMITTEE WILL REVIEW AND RECOMMEND SENIOR EXECUTIVE COMPENSATION AND BENEFITS TO THE EXECUTIVE COMMITTEE ON AN ANNUAL BASIS, TYPICALLY PRIOR TO THE NOVEMBER BOARD MEETING. CONSIDERATION WILL INCLUDE COMPARABLE MARKET DATA, FINANCIAL CIRCUMSTANCE OF THE ORGANIZATION AND PERFORMANCE OF THE INDIVIDUAL. ALL SENIOR EXECUTIVES' COMPENSATION AND BENEFITS (DEFINED AS ANY POSITION VICE PRESIDENT AND ABOVE) WILL BE REVIEWED ANNUALLY BY HR UTILIZING COMPENSATION BEST PRACTICES. NO SENIOR EXECUTIVE MAY PARTICIPATE IN THE DELIBERATION OR THE RECOMMENDATION OF THE BENEFITS AND COMPENSATION COMMITTEE OR THE EXECUTIVE COMMITTEE WITH RESPECT TO SUCH SENIOR EXECUTIVE'S COMPENSATION OR BENEFITS. TYPICALLY AT THE NOVEMBER BOARD MEETING, THE RECOMMENDATIONS WILL BE REVIEWED AND APPROVED BY THE BOARD. IN ORDER TO REMAIN RELATIVELY COMPETITIVE FOR STAFFING PURPOSES, IT IS OUR GOAL TO MAINTAIN SALARIES WITHIN 10% - 15% OF THE POSITION MEDIAN AS REFLECTED BY THE MARKET. MARKET IS GENERALLY DEFINED AS COMPARABLY-SIZED CHARITABLE ORGANIZATIONS WITH SIMILAR MISSION STATEMENTS, LOCATED IN THE NORTHEAST. MARKET DATA MAY INCLUDE FOR-PROFIT ORGANIZATIONS, TO THE EXTENT REQUIRED BY THE LOCAL MARKET FOR TALENT. IF A POSITION FALLS BENEATH THE 15% RANGE, IT IS REVIEWED AND A SALARY ADJUSTMENT MAY OR MAY NOT BE RECOMMENDED. THIS RANGE IS OFFERED AS A GUIDELINE NOT AN EXACT MEASURE AND CONSIDERATION IS GIVEN TO AN INDIVIDUAL'S PERFORMANCE, CONTRIBUTION, EXPERIENCE, ETC. AS PART OF THE COMPENSATION. UNITED WAY WORLDWIDE (UWW) DATA IS A PRIMARY SOURCE FOR ALL STAFF COMPENSATION ANALYSES WHICH IS COMPRISED OF DATA SOLICITED PERIODICALLY FROM UNITED WAYS ACROSS THE COUNTRY. UWW DATA IS THEN NARROWED BY REGION AND REVENUE LEVELS TO ENSURE APPLICABILITY. SPECIFIC COMPENSATION SURVEYS ARE ALSO ORDERED TO PROVIDE ADDITIONAL DATA SOURCES AS WELL ALONG WITH ANY FREE ONLINE TOOLS THAT PROVIDE COMPENSATION DATA. FOR SENIOR EXECUTIVES, DATA FOR LOCAL NON PROFITS OF COMPARABLE SIZE ARE ALSO UTILIZED VIA INFORMATION ON THE IRS FORM 990. WE STRIVE TO FIND MULTIPLE DATA SOURCES TO ENSURE THAT WE HAVE A THOROUGH COMPARISON FOR EACH POSITION. MERIT BASED COMPENSATION: PERFORMANCE WILL BE REVIEWED ANNUALLY TYPICALLY ON OR ABOUT JULY 1ST, THE BEGINNING OF THE FISCAL YEAR. UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT WILL RECOGNIZE PERFORMANCE WITH INCREASES TO BASE SALARY FOR ELIGIBLE EMPLOYEES. SALARY INCREASES ARE NOT AUTOMATIC EACH YEAR, BUT ARE BASED ON PERFORMANCE, FINANCIAL CIRCUMSTANCES OF THE ORGANIZATION AND THE DISCRETION OF MANAGEMENT AND THE BOARD. SALARY RANGES FOR POSITIONS WILL BE ESTABLISHED AND REVIEWED PERIODICALLY TO ENSURE SUCH RANGES REFLECT THE MARKET. MANAGEMENT RETAINS DISCRETION TO PROVIDE A LUMP SUM PAYMENT IN LIEU OF A SALARY INCREASE IN THE EVENT AN INDIVIDUAL'S SALARY IS NEAR OR ABOVE THE MARKET RANGE FOR THE POSITION. PRESIDENT AND CEO EXPENSE REVIEW PROCESS: A STAFF PERSON OF FINANCE (INDIVIDUAL RESPONSIBLE FOR ACCOUNTS PAYABLE) OR DESIGNEE IS RESPONSIBLE FOR GATHERING AND COMPILING THE DETAILS OF THE PRESIDENT AND CEO'S EXPENSES INCLUDING CREDIT CARD EXPENSES. THESE ARE THEN PROVIDED TO THE CHAIRMAN OF THE BOARD OF DIRECTORS BY THE CHIEF FINANCIAL OFFICER FOR REVIEW AND APPROVAL ON A QUARTERLY BASIS. Form 990, Part VI, Section C, line 19 The Organization uses Guidestar.ORG and their own website to make the governing documents, conflict of interest policy, and financial statements available to the public. Form 990, Part XI, line 9: CHANGE IN INVESTMENTS HELD IN TRUST BY OTHERS 420,478. pension related changes other than net periodic pension cost 1,000,187. 990 part XII line 2c The Organization has a committee responsible for the oversight of the audit as well as the selection of the independent accountant.