2015-11-13T12:42:58-06:00 2015-06-30 205907591 SMITH LEONARD PLLC 4035 PREMIER DRIVE SUITE 300 HIGH POINT NC 27265 990 2014-07-01 560668555 UNITED WAY OF GREATER GREENSBORO INC UNIT 3363786600 1500 YANCEYVILLE STREET GREENSBORO NC 27405 MICHELLE GETHERS-CLARK PRESIDENT/CEO/DIRECTOR 3363786600 2015-11-13 1 ADDISON R MAILLE P00294569 3368830181 2015-11-13 2014 2016-04-25 22:37:26Z MICHELLE GETHERS-CLARK 1500 YANCEYVILLE STREET GREENSBORO NC 27405 15849945 0 X WWW.UNITEDWAYGSO.ORG X 1968 NC SEE SCHEDULE O 33 33 43 741 0 0 9934679 11806900 53094 19525 567747 672310 19468 25622 10574988 12524357 8364764 9040507 0 0 1879708 2116458 0 0 887309 598433 682634 10842905 11839599 -267917 684758 16385259 16748632 7494532 7779317 8890727 8969315 SEE SCHEDULE O 0 0 6585856 6118939 7092084 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. 3174046 2921567 3815566 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. 61876 0 899250 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. 9821778 1 1 0 0 0 1 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 26 1 1 43 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 33 33 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X X MARCI PEACE 3363786600 1500 YANCEYVILLE STREET GREENSBORO NC 27405 BETH FOLGER DIRECTOR 1.00 X 0 0 0 DAN BURDETT DIRECTOR 1.00 X 0 0 0 TINA AIKERS BROWN DIRECTOR 1.00 X 0 0 0 PETE CALLAHAN DIRECTOR 1.00 X 0 0 0 JASON BOHRER DIRECTOR 5.00 X 0 0 0 JEFF JOHNSON DIRECTOR 1.00 X 0 0 0 SUE W COLE DIRECTOR 2.00 X 0 0 0 MARY WOOD COPELAND 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 KENT PRICE DIRECTOR 2.00 X 0 0 0 KIMBERLY B GATLING DIRECTOR 1.00 X 0 0 0 REGINA HOWARD GLASPIE DIRECTOR 1.00 X 0 0 0 MAE DOUGLAS DIRECTOR 3.00 X 0 0 0 MURRAY KESSLER DIRECTOR 1.00 X 0 0 0 KATHI LESTER DIRECTOR 2.00 X 0 0 0 DR SAMANTHA MAGILL DIRECTOR 1.00 X 0 0 0 CHRIS LOFLIN DIRECTOR 1.00 X 0 0 0 DR HAROLD L MARTIN 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 DIRECTOR 3.00 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 CHAIR OF THE BOARD 5.00 X X 0 0 0 MARTIN SCHNEIDER DIRECTOR 1.00 X 0 0 0 ROBIN HAGER DIRECTOR 1.00 X 0 0 0 SUSAN SHUMAKER DIRECTOR 1.00 X 0 0 0 JASON STRANGE TREASURER OF THE BOARD 5.00 X X 0 0 0 AARON STRASSER VICE CHAIR OF THE BOARD 3.00 X 0 0 0 SUE D WHITE DIRECTOR 1.00 X 0 0 0 BENJAMIN ZURAW DIRECTOR 1.00 X 0 0 0 MARCI PEACE VICE PRESIDENT OF FINANCE 40.00 X 91297 0 12058 MICHELLE GETHERS-CLARK PRESIDENT 50.00 X 182062 0 18638 273359 0 30696 2 0 1 0 0 73043 11733857 11806900 MANAGEMENT FEE INCOME 518210 19525 19525 19525 349684 349684 21288 0 21288 21288 21288 3642052 6162 3325588 0 316464 6162 322626 322626 MISCELLANEOUS REVENUE 900099 4334 4334 4334 12524357 23859 0 693598 9040507 9040507 182062 54465 71403 56194 1596159 477504 625998 492657 63821 23568 28214 12039 148105 46784 54816 46505 126311 38050 47519 40742 104301 4836 95256 4209 37249 6567 13456 17226 68392 13750 23454 31188 65607 18868 30131 16608 8128 1062 1812 5254 1222 443 152 627 72568 20870 33328 18370 FUNDRAISING MATERIALS & 150078 26157 23185 100736 STATE UNITED WAY 135917 39089 62422 34406 STAFF DEVELOPMENT 18758 7626 7817 3315 MISCELLANEOUS EXPENSES 13743 675 7068 6000 6671 957 4481 1233 11839599 9821778 1130512 887309 414371 480832 3715032 4507621 226345 239114 33064 22554 2078426 1270658 845226 807768 8492416 8114265 2658805 2576478 16385259 16748632 189720 238916 6311843 6194296 992969 1346105 7494532 7779317 X 5748424 5133378 2136272 2829906 1006031 1006031 8890727 8969315 16385259 16748632 684758 -606170 0 X 0 1 X 1 0 X 10950710 10809459 11158067 9934679 11806900 54659815 10950710 10809459 11158067 9934679 11806900 54659815 10882885 43776930 296447 342068 324267 329583 370972 1663337 30480 53908 34044 53094 23859 195385 56518537 0.77460 0.80240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 100000 48500 118635 0 1 2636900 0 2698 -85354 2554244 2241915 75000 407019 -87034 2636900 2061289 261628 -81002 2241915 2208370 85 -69402 -77764 2061289 1879124 100000 400917 171671 2208370 0.16000 0.39000 0.45000 1 0 220812 220812 1207512 736839 470673 650102 533819 116283 807768 BENEFICIAL INTEREST IN FOUNDATION ASSETS 2458976 CASH SURRENDER VALUE - INSURANCE 117502 2576478 DESIGNATIONS PAYABLE 1346105 1346105 X 8996620 -606170 -606170 9602790 2921567 2921567 12524357 8918032 0 8918032 2921567 2921567 11839599 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 2013 AND 2012. CURRENTLY, THE STATUTE OF LIMITATIONS REMAINS OPEN SUBSEQUENT TO AND INCLUDING FISCAL 2010; HOWEVER, NO EXAMINATIONS ARE IN PROCESS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 2,921,567. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 2,921,567. 1 AMERICAN RED CROSS C/O FEDERATED PAYMENTS PROCESSING PO BOX 73857 CHICAGO IL 60673 560532307 501 (C) (3) 169973 CHARITABLE ADULT CENTER FOR ENRICHMENT INC PO BOX 13048 GREENSBORO NC 27415 561599072 501 (C) (3) 128483 CHARITABLE ALCOHOL & DRUG SERVICES OF GUILFORD INC 301 E WASHINGTON STREET SUITE 101 HIGH POINT NC 27401 560962164 501 (C) (3) 52812 CHARITABLE BACKPACK BEGINNINGS 1852 BANKING STREET GREENSBORO NC 27408 461251223 501 (C) (3) 24386 CHARITABLE BELL HOUSE INC 2400 SUMMIT AVENUE GREENSBORO NC 27405 561145963 501 (C) (3) 57996 CHARITABLE BLACK CHILD DEVELOPMENT INSTITUTE OF GREENSBORO INC 1200 EAST MARKET STREET GREENSBORO NC 27401 561524964 501 (C) (3) 133777 CHARITABLE CHILDREN'S HOME SOCIETY OF NC INC P O BOX 14608 GREENSBORO NC 27415 560529946 501 (C) (3) 434260 CHARITABLE COMMUNITIES IN SCHOOLS OF GREATER GREENSBORO INC P O BOX 1347 GREENSBORO NC 27402 561605330 501 (C) (3) 415533 CHARITABLE FAMILY SERVICE OF THE PIEDMONT 902 BONNER DRIVE JAMESTOWN NC 27282 562061741 501 (C) (3) 1156388 CHARITABLE GIRL SCOUTS CAROLINAS PEAKS TO PIEDMONT 8818 W MARKET STREET COLFAX NC 27235 560577629 501 (C) (3) 69925 CHARITABLE GREENSBORO CEREBRAL PALSY ASSOC INC 3205 EAST WENDOVER AVENUE GREENSBORO NC 27405 560591312 501 (C) (3) 405228 CHARITABLE GREENSBORO URBAN MINISTRY 305 W LEE STREET GREENSBORO NC 27406 560890545 501 (C) (3) 92039 CHARITABLE GUILFORD CHILD DEVELOPMENT 1200 ARLINGTON STREET GREENSBORO NC 27406 560863474 501 (C) (3) 364080 CHARITABLE GUILFORD COUNTY DEPARTMENT OF PUBLIC HEALTH 1100 E WENDOVER AVE GREENSBORO NC 27401 566000305 501 (C) (3) 90826 CHARITABLE HOSPICE & PALLIATIVE CARE CENTER OF ALAMANCE-CASWELL LLC 914 CHAPEL HILL ROAD BURLINGTON NC 27215 561344754 501 (C) (3) 10007 CHARITABLE HOSPICE & PALLIATIVE CARE OF GREENSBORO 2500 SUMMIT AVENUE GREENSBORO NC 27405 561249146 501 (C) (3) 269250 CHARITABLE HOSPICE OF ROCKINGHAM COUNTY 2150 HWY 65 WEST WENTWORTH NC 27375 581737646 501 (C) (3) 43485 CHARITABLE HOSPICE OF THE PIEDMONT 1801 WESTCHESTER DRIVE HIGH POINT NC 27262 581453827 501 (C) (3) 5003 CHARITABLE INTERACTIVE RESOURCE CENTER 407 E WASHINGTON STREET GREENSBORO NC 27401 800315285 501 (C) (3) 13195 CHARITABLE JUVENILE DIABETES RESEARCH FOUNDATION - PIEDMONT TRIAD CHAP 312 NORTH EUGENE STREET GREENSBORO NC 27401 231907729 501 (C) (3) 84820 CHARITABLE LEGAL AID OF NORTH CAROLINA INC PO BOX 26087 GREENSBORO NC 27611 561148372 501 (C) (3) 111422 CHARITABLE MARY'S HOUSE INC 520 GUILFORD AVENUE GREENSBORO NC 27401 311489283 501 (C) (3) 11170 CHARITABLE MENTAL HEALTH ASSOCIATION IN GREENSBORO 330 S GREENE STREET GREENSBORO NC 27401 566076634 501 (C) (3) 111897 CHARITABLE OLD NORTH STATE COUNCIL BSA P O BOX 29046 GREENSBORO NC 27429 561762001 501 (C) (3) 125141 CHARITABLE PARENTS AS TEACHERS GUILFORD COUNTY 415 N EDGEWORTH ST SUITE 206 GREENSBORO NC 27401 331063509 501 (C) (3) 41980 CHARITABLE PARTNERS ENDING HOMELESSNESS 201 CHURCH AVENUE HIGH POINT NC 27262 201798198 501 (C) (3) 587092 CHARITABLE PEOPLE & PAWS 4 HOPE 1104 HOBBS ROAD GREENSBORO NC 27410 900598037 501 (C) (3) 23125 CHARITABLE PIEDMONT HEALTH SERVICES & SICKLE CELL AGENCY P O BOX 20964 GREENSBORO NC 27420 237362747 501 (C) (3) 93347 CHARITABLE PLANNED PARENTHOOD SOUTH ATLANTIC GREENSBORO 1704 BATTLEGROUND AVENUE GREENSBORO NC 27408 561282557 501 (C) (3) 10114 CHARITABLE READING CONNECTIONS INC 122 N ELM STREET GREENSBORO NC 27401 561726754 501 (C) (3) 129748 CHARITABLE SALVATION ARMY OF GREENSBORO P O BOX 5310 GREENSBORO NC 27406 560660607 501 (C) (3) 566600 CHARITABLE SECU FAMILY HOUSE 1970 BALDWIN LN WINSTON SALEM NC 27103 203604576 501 (C) (3) 7248 CHARITABLE SENIOR RESOURCES OF GUILFORD 301 E WASHINGTON STREET GREENSBORO NC 27401 561181577 501 (C) (3) 373122 CHARITABLE THE ARC OF GREENSBORO INC 1050 REVOLUTION MILL DR GREENSBORO NC 27405 560745766 501 (C) (3) 138724 CHARITABLE THE BARNABAS NETWORK PO BOX 2666 GREENSBORO NC 27402 204533345 501 (C) (3) 9477 CHARITABLE THE NATIONAL CONFERENCE FOR COMMUNITY & JUSTICE 713 N GREENE STREET GREENSBORO NC 27401 061753756 501 (C) (3) 7522 CHARITABLE THE VOLUNTEER CENTER OF GREENSBORO 1500 YANCEYVILLE STREET GREENSBORO NC 27405 561134052 501 (C) (3) 91500 CHARITABLE TRIAD HEALTH PROJECT PO BOX 5716 GREENSBORO NC 27435 581705502 501 (C) (3) 156054 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) 20635 CHARITABLE UNCG PO BOX 26170 GREENSBORO NC 27402 566086393 501 (C) (3) 135184 CHARITABLE UNITED WAY OF ALAMANCE COUNTY INC P O BOX 1268 BURLINGTON NC 27216 560599239 501 (C) (3) 25694 CHARITABLE UNITED WAY OF DAVIDSON COUNTY P O BOX 492 LEXINGTON NC 27292 561847133 501 (C) (3) 10543 CHARITABLE UNITED WAY OF FORSYTH COUNTY 301 N MAIN STREET STE 1700 WINSTONSALEM NC 27101 237357234 501 (C) (3) 38620 CHARITABLE UNITED WAY OF GREATER HIGH POINT 201 CHURCH AVENUE HIGH POINT NC 27262 560547486 501 (C) (3) 24881 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) 12441 CHARITABLE UNITED WAY OF ROCKINGHAM COUNTY P O BOX 317 WENTWORTH NC 27375 560649247 501 (C) (3) 35339 CHARITABLE WOMEN'S RESOURCE CENTER OF GREENSBORO 628 SUMMIT AVENUE GREENSBORO NC 27405 561891618 501 (C) (3) 115931 CHARITABLE YMCA OF GREENSBORO INC 602 GREEN VALLEY RD SUITE 210 GREENSBORO NC 27408 560543243 501 (C) (3) 208955 CHARITABLE YOUTH FOCUS INC 715 N EUGENE STREET GREENSBORO NC 27401 237378057 501 (C) (3) 117975 CHARITABLE YWCA OF GREENSBORO INC 4002 SPRING GARDEN STREET SUITE E GREENSBORO NC 27407 560529936 501 (C) (3) 216833 CHARITABLE BIG BROTHERS BIG SISTERS OF THE CENTRAL PIEDMONT 200 N MAIN STREET HIGH POINT NC 27262 204648395 501 (C) (3) 240000 CHARITABLE ONE STEP FURTHER INC 623 EUGENE CT GREENSBORO NC 27401 581484818 501 (C) (3) 46814 CHARITABLE SERVANT CENTER 1312 LEXINGTON AVENUE GREENSBORO NC 27401 561834197 501 (C) (3) 12894 CHARITABLE CLUB CONNECT LLC 2151 S LEJEUNE ROAD CORAL GABLES FL 33134 463543314 501 (C) (3) 6375 CHARITABLE COMMUNITY HOUSING SOLUTIONS 823 N ELM ST 102 GREENSBORO NC 27401 200458814 501 (C) (3) 15000 CHARITABLE DUKE CANCER CENTER 20 DUKE MEDICINE CIR DURHAM NC 27710 560532129 501 (C) (3) 5000 CHARITABLE FAMILY SUPPORT NETWORK OF CENTRAL CAROLINA GREENSBORO 801 GREEN VALLEY RD GREENSBORO NC 27408 561641963 501 (C) (3) 5234 CHARITABLE FORSYTH COUNTY--HOSPICE AND PALLIATIVE CARECENTER WS 101 HOSPICE LN WINSTON SALEM NC 27103 581343313 501 (C) (3) 9308 CHARITABLE GREENSBORO HOUSING COALITION 12 N ELM ST 4 GREENSBORO NC 27401 561727193 501 (C) (3) 5000 CHARITABLE JL PATT & FRIENDS INC PO BOX 4066 GLEN RAVEN NC 27215 273084846 501 (C) (3) 10000 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 182062 0 0 0 0 0 8433 0 10205 0 200700 0 0 0 X 21 157485 FMV AT TIME OF RECEIPT X IN-KIND CONTRIBUTION 2 14130 FMV 0 0 1 1 PART I, LINE 32B: UTILIZED LOCAL STOCK BROKER FIRMS TO ACCEPT AND LIQUIDATE GIFTED SHARES OF PUBLICLY TRADED STOCK FORM 990, PART I AND PART III, LINE 1 MISSION STATEMENT: 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. 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. FIANCIALLY 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 11 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. CALCULATION OF OVERHEAD RATE - UTILIZATION COMPLIANT WITH UWW STANDARD CALCULATION OF OVERHEAD RATE ACTUAL 2014-2015 MANAGEMENT AND GENERAL EXPENSES $ 1,130,512 FUND DEVELOPMENT EXPENSES 887,308 -------------- TOTAL SUPPORT SERVICES COST $ 2,017,820 DIVIDED BY TOTAL REVENUE 12,524,357 OVERHEAD RATE 16.1%