2014-03-13T09:04:56-05:00 2013-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2012-07-01 042104231 UNITED WAY OF TRI COUNTY INC UNIT 5088723291 46 PARK STREET FRAMINGHAM MA 01702 PAUL MINA 5088723291 2014-03-10 1 MATTHEW TROIANO CPA P01263939 5083669100 2014-03-04 2012 2015-11-30 17:44:51Z PAUL MINA 46 PARK STREET FRAMINGHAM MA 01702 7764862 0 X UWOTC.ORG X 1957 MA THE UNITED WAY OF TRI-COUNTY IS A COMMUNITY BUILDING ORGANIZATION THAT ASSESSES AND ADDRESSES DEMONSTRATED COMMUNITY NEED. WE DERIVE MOST OF OUR FINANCIAL RESOURCES FROM EMPLOYEE CAMPAIGNS CONDUCTED BY SUPPORTIVE COMPANIES THROUGHOUT THE REGION. ADDITIONAL FUNDS ARE RAISED THROUGH INDIVIDUAL AND CORPORATE GIVING. 19 19 79 2670 0 0 6127157 5783144 1233356 1604622 6072 17129 -1491 228999 7365094 7633894 2567736 1519993 0 0 2222177 2699820 0 0 669940 2717614 4336464 7507527 8556277 -142433 -922383 4464389 4097071 542748 2111141 3921641 1985930 X TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER BY RAISING FUNDS, CONNECTING VOLUNTEERS, STRENGTHENING AGENCIES AND TEACHING SOCIAL RESPONSIBILITIES. 0 0 2648677 1519993 347584 THE UNITED WAY OF TRI-COUNTY IS A COMMUNITY BUILDING ORGANIZATION THAT INVESTS OUR DONORS' CONTRIBUTIONS IN PROGRAMS AND SERVICES THAT HAVE A PROVEN TRACK RECORD OF SUCCESS. OUR PRIMARY GOAL IS TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS AND FAMILIES BY PROVIDING THEM THE OPPORTUNITIES THEY NEED TO BECOME PRODUCTIVE, SELF-SUFFICIENT MEMBERS OF THE COMMUNITY. WE FUND 15 COMMUNITY PARTNER AGENCIES THAT PROVIDE 17 CRITICAL PROGRAMS FOR CHILDREN, FAMILIES AND SINGLE ADULTS. WE ARE A VOLUNTEER DRIVEN ORGANIZATION THAT ENGAGES THE HELP OF HUNDREDS OF VOLUNTEERS EACH YEAR.THE UNITED WAY OF TRI-COUNTY PROVIDES SERVICES TO THOUSANDS OF OUR NEIGHBORS AND FRIENDS IN 34 COMMUNITIES THROUGHOUT NORFOLK, MIDDLESEX, AND WORCESTER COUNTIES. 1100823 1202343 WE PROVIDE DIRECT SERVICES TO THE CITIZENS OF THE COMMONWEALTH THROUGH OUR MASS 2-1-1 INFORMATION AND REFERRAL HOT-LINE, THE NON-EMERGENCY ALTERNATIVE TO 9-1-1 VOLUNTARY ACTION CENTER, WHERE WE MATCH THOSE WHO WISH TO VOLUNTEER WITH THOSE WHO NEED VOLUNTEER ASSISTANCE. 1605456 152676 WE HAVE A PRODUCT PHILANTHROPY PROGRAM, WHERE WE TAKE SURPLUS NEW AND USED COMPUTERS, FURNITURE AND GOODS FROM DONOR COMPANIES AND DISTRIBUTE THEM TO WORTHY NON-PROFIT ORGANIZATIONS. 2119411 FOOD SECURITY: IT IS OUR MISSION TO PROVIDE HUNGER RELIEF, IMPROVE THE QUALITY OF LIFE, AND CONNECT FAMILIES AND NEIGHBORS IN NEED TO ESSENTIAL SERVICES IN OUR COMMUNITY. OUR GOAL IS TO REDUCE LEVELS OF FOOD INSECURITY, WHILE STRENGTHENING THE CONNECTIONS BETWEEN PEOPLE AND AVAILABLE RESOURCES. WITH FOOD PANTRY LOCATIONS IN FRAMINGHAM AND MARLBOROUGH, MASSACHUSETTS, THE UNITED WAY OF TRI-COUNTY'S FOOD SECURITY INITIATIVE WILL HELP TO PROVIDE REGULAR ACCESS TO NON-EMERGENCY SOURCES OF NUTRITIONALLY ADEQUATE FOODS. 2119411 7474367 1 1 0 0 0 0 0 0 1 1 1 0 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 1 1 0 0 0 0 0 0 0 0 1 14 0 1 79 1 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X MOE EDWARDS 5088723291 46 PARK STREET FRAMINGHAM MA 01702 JACK CAULFIELD 0.30 X X 0 0 0 DR SUSANNE CONLEY 0.30 X X 0 0 0 BETHANY DUMAS 0.30 X X 0 0 0 TIM FAHEY 0.30 X X 0 0 0 KEN FERGUSON 0.20 X 0 0 0 JOHN GAGNE 0.20 X 0 0 0 ANN E GERKEN 0.30 X X 0 0 0 BROOKE JAMES 0.30 X 0 0 0 AMY KATSIS 0.30 X 0 0 0 ROBERT LAMPREY 0.30 X X 0 0 0 GERARD T LEONE JR 0.20 X 0 0 0 DAVID LAURELLO 0.20 X 0 0 0 MARK O'CONNELL 0.20 X 0 0 0 DAVID ORTONE 0.20 X 0 0 0 REV DR J ANTHONY LLOYD 0.20 X X 0 0 0 DR ANTHONY POPE 0.30 X X 0 0 0 JOHN STRICKLAND 0.30 X X 0 0 0 ARIEL SULLIVAN 0.20 X 0 0 0 MICHAEL TENAGLIA 0.20 X X 0 0 0 PAUL MINA 40.00 X 231227 0 52271 BRENDA LENOX LEFT IN FY 13 40.00 X 117460 0 22315 MOE EDWARDS STARTED IN FY 13 40.00 X 0 0 0 JENNIFER MASEDA 40.00 X 143846 0 16072 GARY LEVER 40.00 X 103999 0 17973 596532 0 108631 3 0 1 0 0 360789 10225 10046 5402084 1630455 5783144 MANAGEMENT FEES 900099 1202343 1202343 SERVICE FEES 900099 249603 249603 PORTAGE FEES 900099 152676 152676 1604622 15575 15575 22623 21069 1554 1554 1554 240917 10046 109899 131018 131018 MISCELLANEOUS 900099 97981 97981 97981 7633894 1702603 0 148147 1519993 1519993 478610 248945 99177 130488 1741383 1464021 32362 245000 90388 68947 1284 20157 156130 100793 13302 42035 233309 183776 19665 29868 6000 2092 3908 56877 19827 37050 5314 5314 53074 18501 34573 16682 14167 2515 259633 193141 41889 24603 144740 123155 12089 9496 423356 365345 16237 41774 61471 51872 5892 3707 15918 7724 5167 3027 23946 16361 5963 1622 42652 42652 109739 84572 25002 165 29178 23419 4653 1106 FOOD 1137005 1136327 678 INVENTORY ADJUSTMENT 723084 723084 PROVISION FOR UNCOLLECT 530129 530129 PRODUCT PHILANTHROPY 472711 472711 224955 105465 2598 116892 8556277 7474367 411970 669940 118446 68244 365073 121703 1587613 1973130 297581 151092 990008 331410 5838 37761 1316637 643729 445995 672908 637364 717245 16471 23578 4464389 4097071 162186 343537 48393 1229071 46009 34046 221049 369434 65111 135053 542748 2111141 X 3497736 1808094 308567 62498 115338 115338 3921641 1985930 4464389 4097071 -922383 70372 -1083700 0 X X 0 1 X 1 0 X 5327017 4497096 5641171 6127157 5783144 27375585 224442 1209722 1315567 1233356 1604622 5587709 5551459 5706818 6956738 7360513 7387766 32963294 0 0 0 32963294 26493 7877 13092 15598 15575 78635 26493 7877 13092 15598 15575 78635 19471 66052 21139 28403 97981 233046 5597423 5780747 6990969 7404514 7501322 33274975 0.99060 0.99080 0.00240 0.00440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 121379 13781 7299 127861 136297 -7986 6932 121379 122250 21830 7783 136297 115338 13893 6981 122250 115338 115338 0.90210 0.09790 0 0 115000 115000 358267 95626 262641 640177 452337 187840 203193 95766 107427 672908 CAPITAL LEASE OBLIGATION 135053 135053 X 7478258 70372 199536 109899 379807 7098451 5314 530129 535443 7633894 8330269 199536 109899 309435 8020834 5314 530129 535443 8556277 PART IV, LINE 2B: THE ORGANIZATION ACTS AS A FISCAL AGENT FOR THREE LOCAL ASSOCIATIONS. AS THE ASSOCIATIONS' FISCAL AGENT, THE ORGANIZATION RECEIVES AND DISBURSES FUNDS ON BEHALF OF THE ASSOCIATIONS. SINCE THE REVENUES AND EXPENSES ASSOCIATED WITH THESE ASSOCIATIONS ARE NOT PART OF THE ORGANIZATION'S OPERATIONS, THEY ARE EXCLUDED FROM REVENUES AND EXPENSES. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD WHICH REQUIRES THE ORGANIZATION TO REPORT UNCERTAIN TAX POSITIONS, RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS ASSETS AND LIABILITIES RELATED TO UNRECOGNIZED TAX BENEFITS AND ACCRUED INTEREST AND PENALTIES ACCORDINGLY. AS OF JUNE 30, 2013, THE ORGANIZATION DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. INFORMATION RETURNS FILED FOR THE PRIOR THREE YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND MASSACHUSETTS. THE ORGANIZATION DOES NOT EXPECT THAT THE AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL CHANGE SIGNIFICANTLY WITHIN THE NEXT TWELVE MONTHS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE INCLUDED IN STATEMENT OF REVENUES PART XI, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE PLEDGES INCLUDED IN FUNCTIONALS PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE INCLUDED IN STATEMENT OF REVENUES PART XII, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE PLEDGES INCLUDED IN FUNTIONALS GOLF TOURNAMENT 64589 7046 57543 6263 22111 ROSES 71411 71411 36140 6 114963 3000 111963 45385 250963 10046 240917 6263 103636 109899 131018 1 TULSA AREA UNITED WAY PO BOX 1859 TULSA OK 741011859 730580283 5773 GENERAL OPERATIONS HEART OF FLORIDA UNITED WAY 1940 TRAYLOR BLVD ORLANDO FL 32804 590808854 6037 GENERAL OPERATIONS UNITED WAY OF GREATER KANSAS CITY 1080 WASHINGTON STREET KANSAS CITY MO 64105 440545812 5157 GENERAL OPERATIONS UNITED WAY OF CENTRAL MARYLAND INC PO BOX 64282 BALTIMORE MD 642644282 520591543 5344 GENERAL OPERATIONS UNITED WAY OF BROWARD COUNTY ANSIN BLDG 1300 SOUTH ANDREWS AVE FORT LAUDERDALE FL 33316 590624402 6815 GENERAL OPERATIONS UNITED WAY OF WYOMING VALLEY 8 WEST MARKET STREET STE 450 WILKES BARRE PA 18711 240831490 5992 GENERAL OPERATIONS UNITED WAY OF NEW YORK CITY 2 PARK AVE NEW YORK NY 10016 132617681 14564 GENERAL OPERATIONS UNITED WAY OF LONG ISLAND 819 GRAND BLVD DEER PARK NY 11729 116042392 7382 GENERAL OPERATIONS UNITED WAY OF GRTR ROCHESTER INC 75 COLLEGE AVE ROCHESTER NY 14607 161015782 8729 GENERAL OPERATIONS UNITED WAY OF SOUTH HAMPTON ROADS PO 40169 NORFOLK VA 23541 540506322 8011 GENERAL OPERATIONS GRANITE UNITED WAY 22 CONCORD STREET SUITE 2 MANCHESTER NH 031011817 026006033 10833 GENERAL OPERATIONS UNITED WAY GREATER ST LOUIS INC 910 NORTH 11TH STREET SAINT LOUIS MO 63101 430714167 9028 GENERAL OPERATIONS UNITED WAY OF GREATER CINCINNATI 2400 READING ROAD CINCINNATI OH 45202 310537502 6683 GENERAL OPERATIONS UNITED WAY OF MIAMI-DADE ANSIN BLDG 3250 SW THIRD AVENUE MIAMI FL 33129 590830840 7144 GENERAL OPERATIONS UNITED WAY OF GREATER HOUSTON PO BOX 3247 HOUSTON TX 77253 741167964 9018 GENERAL OPERATIONS UNITED WAY METROPOLITAN DALLAS INC 1800 NORTH LAMAR STREET DALLAS TX 75202 756005352 10872 GENERAL OPERATIONS VALLEY OF THE SUN UNITED WAY PO BOX 10748 PHOENIX AZ 10748 861002212 10708 GENERAL OPERATIONS UNITED WAY OF CENTAL MASS 484 MAIN STREET WORCESTER MA 01608 042104017 11987 GENERAL OPERATIONS ORANGE COUNTY UNITED WAY FILE 51041 LOS ANGELES CA 900741041 330047994 12258 GENERAL OPERATIONS UNITED WAY OF THE GREATER TRIANGLE 2400 PERIMETER PARK DRIVE STE 150 MORRISVILLE NC 27560 561949103 12590 GENERAL OPERATIONS UNITED WAY OF CENTRAL AND NE CT 30 LAUREL STREET HARTFORD CT 06106 060646653 9730 GENERAL OPERATIONS GREATER TWIN CITIES UNITED WAY PO BOX 55402 MINNEAPOLIS MN 55402 411973442 11763 GENERAL OPERATIONS UNITED WAY CNTRL CAROLINAS INC PO BOX 601942 CHARLOTTE NC 282601942 560529948 13744 GENERAL OPERATIONS UNITED WAY OF SOUTHERN NEVADA 8290 ARVILLE STREET LAS VEGAS NV 89119 880071328 6389 GENERAL OPERATIONS UNITED WAY OF THE BAY AREA 221 MAIN STREET STE 300 SAN FRANCISCO CA 94105 941312348 13262 GENERAL OPERATIONS UNITED WAY SOUTHEASTERN MICHIGAN 660 WOODWARD AVE STE 300 DETROIT MI 48226 203099071 18475 GENERAL OPERATIONS FONDOS UNIDOS DE PUERTO RICO PO BOX 191914 SAN JUAN PR 009191914 660269222 19838 GENERAL OPERATIONS UNITED WAY OF GREATER LOS ANGELES 1150 S OLIVE STREET LOS ANGELES CA 90015 952274801 18704 GENERAL OPERATIONS UNITED WAY OF METROPOLITAN ATLANTA 100 EDGEWOOD AVE NE ATLANTA GA 30303 580566194 24638 GENERAL OPERATIONS UNITED WAY OF CENTRAL INDIANA PO BOX 88409 INDIANAPOLIS IN 46208 351007590 34517 GENERAL OPERATIONS UNITED WAY MA BAY&MERRIMACK VALLEY 51 SLEEER STREET BOSTON MA 02210 042382233 36549 GENERAL OPERATIONS UNITED WAY OF SW INDIANA INC PO BOX 18 EVANSVILLE IN 47701 351007590 29197 GENERAL OPERATIONS A PLACE TO TURN 99R HARTFORD STREET NATICK MA 01760 042790777 14532 GENERAL OPERATIONS BAYPATH ELDER SERVICES 33 BOSTON POST ROAD MARLBOROUGH MA 01752 042608708 9696 GENERAL OPERATIONS BOYS & GIRLS CLUB ASSABET VALLEY 212 GREAT ROAD MAYNARD MA 01754 237105393 15000 GENERAL OPERATIONS BOYS AND GIRLS CLUB OF METROWEST 169 PLEASANT STREET MARLBOROUGH MA 01752 042387225 221855 GENERAL OPERATIONS CHILDREN'S AFTER SCHOOL PROGRAM INC 78 MAIN STREET HUDSON MA 01749 042927795 6000 GENERAL OPERATIONS JEWISH FAMILY SERVICES 475 FRANKLIN ST SUITE 101 FRAMINGHAM MA 01752 042730898 36667 GENERAL OPERATIONS KNOX TRAIL COUNCIL BOY SCOUTS OF AMERICA 490 UNION AVENUE FRAMINGHAM MA 01752 043308728 10500 GENERAL OPERATIONS MASS 211 INC 46 PARK STREET FRAMINGHAM MA 01702 043514643 33930 GENERAL OPERATIONS MILFORD YOUTH CENTER TOWN OF MILFORD 52 MAIN STREET MILFORD MA 01757 046001224 18750 GENERAL OPERATIONS SOUTH MIDDLESEX OPPORTUNITY COUNCIL 300 HOWARD STREET FRAMINGHAM MA 01702 042389659 129441 GENERAL OPERATIONS FRAMINGHAM SCHOOLS STRENGTHENING YOUTH ATTN MIKAELE NEVES 31 FLAGG DRIVE RMB46 FRAMINGHAM MA 01702 046001151 66186 GENERAL OPERATIONS YWCA OF CENTRAL MASS ONE SALEM SQUARE WORCESTER MA 01608 042105873 14333 GENERAL OPERATIONS UNITED WAY NATIONAL CAPITAL AREA 8391 OLD COARTHOUSE ROAD - SUITE 200 VIENNA VA 22182 530234290 19670 GENERAL OPERATIONS UNITED WAY GREATER PHILADELPHIA 1709 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 191031294 231556045 11550 GENERAL OPERATIONS UNITED WAY OF CENTRAL NEW YORK 518 JAMES STREET SYRACUSE NY 132202129 150532073 9709 GENERAL OPERATIONS UNITED WAY OF GRTR CAPITAL REGION ONE UNITED WAY - PO BOX 13865 ALBANY NY 12212 141364505 8500 GENERAL OPERATIONS UNITED WAY DUPAGEWEST COOK 333 S WABASH AVE - 30TH FLOOR CHICAGO IL 60604 451534557 6559 GENERAL OPERATIONS UNITED WAY SUNCOAST 1800 2ND STREET - SUITE 102 SARASOTA FL 34236 593725701 6326 GENERAL OPERATIONS UNITED WAY WESTCHESTER & PUTNAM 336 CENTRAL PARK AVENUE WHITE PLAINS NY 106061500 133582884 6193 GENERAL OPERATIONS METRO UNITED WAY 334 EAST BROADWAY LOUISVILLE KY 402040488 610444680 6088 GENERAL OPERATIONS UNITED WAY OF KING COUNTY 720 SECOND AVENUE SEATTLE WA 98104 910565555 6047 GENERAL OPERATIONS INLAND EMPIRE UNITED WAY 9644 HERMOSA AVE RANCHO CUCAMONGA CA 91730 330502676 5926 GENERAL OPERATIONS THE BOSTON PROJECT MINISTRIES INC 670 WASHINGTON STREET DORCHESTER MA 02124 043395307 14330 GENERAL OPERATIONS COMMUNITY HEALTH CHARITIES OF AMERICA 1240 N PITT STREET ALEDANDRIA VA 22314 131614906 44373 GENERAL OPERATIONS RAISING HOPE TOGETHER 61 UPPER CHURCH STREET WEST SPRINGFIELD MA 01089 770455526 33125 TORNADO RELIEF ARBORTECH PO BOX 1043 EAST LONGMEADOW MA 01028 204148711 14200 TORNADO RELIEF CAPSTONE GENERAL CONTRACTING INC 898 GRAFTON STREET UNITB WORCESTER MA 01604 263925208 21744 TORNADO RELIEF MAHAN SLATE ROOFING CO PO BOX 2860 SPRINGFIELD MA 01101 208120248 20900 TORNADO RELIEF UNITED WAY OF PIONEER VALLEY 1441 MAIN ST STE 147 SPRINGFIELD MA 011031447 223207958 36270 TORNADO RELIEF SPRINGFIELD COMMUNITY TOGETHER 1597 ALLEN STREET SPRINGFIELD MA 01001 140069 TORNADO RELIEF 62 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: DESIGNATIONS - UNITED WAY OF TRI-COUNTY DOES NOT MONITOR THE USE OF DESIGNATIONS. THE ORGANIZATION HONORS A DONOR'S WISH TO GIVE THEIR MONEY TO A CERTAIN 501(C)(3) ORGANIZATION AND DOES NOT HAVE THE AUTHORITY TO FOLLOW UP. ALLOCATIONS - THESE ARE COMMUNITY CARE DOLLARS DISBURSED BASED ON A CITIZEN'S REVIEW PROCESS. THE PARTNER AGENCIES ARE TO FOLLOW A MEMORANDUM OF UNDERSTANDING TO USE THE FUNDS SPECIFIED. THEY ARE GIVING AN AWARD LETTER THAT OUTLINES HOW THE MONEY IS TO BE USED. UNITED WAY OF TRI COUNTY RESERVES THE RIGHT FOR SITE VISITS AND REQUESTS SUCCESS STORIES. THE UNITED WAY RESERVES THE RIGHT TO EXERCISE VARIANCE AUTHORITY OVER ALL GIFTS AND GRANTS. X X 0 0 0 0 0 0 0 0 0 PAUL MINA 231227 0 0 0 0 0 21140 0 31131 0 283498 0 0 0 JENNIFER MASEDA 143846 0 0 0 0 0 14025 0 2047 0 159918 0 0 0 SUPPLEMENTAL INFORMATION PART III FORM 990, PART VII, SECTION A, LINE 5 - PAUL MINA SERVES AS THE PRESIDENT AND CPO OF THE UNITED WAY OF TRI-COUNTY AND THE EXECUTIVE DIRECTOR OF MASS211. HIS COMBINED COMPENSATION IS $252,180 PLUS $52,271 IN OTHER BENEFITS. PAUL MINA MANAGEMENT SERVICES AGREEMENT BETWEEN UWTC AND MASS211, INC. 1202343 MASS211, INC. PAYS UWTC A MANAGEMENT FEE TO PROVIDE OPERATIONAL AND MANAGEMENT SERVICES. THE AMOUNT SHOWN IN SCHEDULE L, PART IV, COLUMN (C) OF $1,202,343 REPRESENTS THE TOTAL MANAGEMENT FEE PAID TO UWTC BY MASS211, INC. DURING THE FISCAL YEAR ENDED JUNE 30, 2013. AS PART OF THIS AGREEMENT, PAUL MINA SERVES AS THE EXECUTIVE DIRECTOR OF MASS211, INC. (IN ADDITION TO HIS POSITION AS PRESIDENT/CPO OF UWTC). HIS COMBINED SALARY AND BENEFIT AMOUNTS ARE REPORTED IN SCHEDULE J, PART III OF FORM 990. 0 TIMOTHY FAHEY MEMBER AT LARGE AND SENIOR VICE PRESIDENT AT BANK UNITED WAY HOLDS A CHECKING ACCOUNT, A SAVINGS ACCOUNT, AND A LINE OF CREDIT AT BANK. 0 ROBERT LAMPREY MEMBER AT LARGE AND PRESIDENT AT BANK UNITED WAY HOLDS A CHECKING ACCOUNT AT BANK. 0 MICHAEL TENAGLIA TREASURER AND SENIOR VICE PRESIDENT AT BANK UNITED WAY HOLDS FIVE BANK ACCOUNTS AND A NOTE PAYABLE AT BANK. 0 BETHANY DUMAS VICE CHAIR FOR COMMUNITY IMPACT AND VP AT A BANK UNITED WAY HOLDS FOUR BANK ACCOUNTS AT BANK. 0 MARK O'CONNELL BOARD MEMBER AND CEO AT BANK UNITED WAY HOLDS A MONEY MARKET ACCOUNT AND A CD ACCOUNT AT BANK. 0 X 1 1025935 FAIR MARKET VALUE X OFFICE FURNITURE AND OTHER 26 545695 FAIR MARKET VALUE X TOYS 74 58825 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S FINANCE COMMITTEE AND BOARD OF DIRECTORS FOR APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS INCLUDED WITHIN THE EMPLOYEE HANDBOOK, WHICH IS SIGNED BY ALL EMPLOYEES WHEN THEY ARE HIRED. THE ORGANIZATION MONITORS AND ENSURES IT IS IN COMPLIANCE AS SITUATIONS ARISE. ALL BOARD MEMBERS SIGN A RELATED PARTY QUESTIONNAIRE ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION. THE PRESIDENT HAS BEEN ON A CONTRACT FOR THE PAST FIVE YEARS AND WILL CONTINUE FOR ANOTHER TWO AT NO INCREASE AS APPROVED. HE WAS GIVEN A VERBAL REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. OVERSIGHT OF AUDIT FORM 990, PART XII, LINE 2C THE ORGANIZATION'S OVERSIGHT PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.