2014-11-11T11:55:39-06:00 2014-06-30 132550103 D'ARCANGELO & CO LLP 510 HAIGHT AVE POUGHKEEPSIE NY 12603 990 2013-07-01 061045698 UNITED WAY OF MID-HUDSON VALLEYINC D/B/A UNITED WAY OF THE UNIT 8454711900 75 MARKET STREET POUGHKEEPSIE NY 12601 DONALD HAMMOND PRESIDENT AND CEO 8454711900 2014-11-07 true BRENDA K SANTORO P00305062 8454737774 2014-11-11 2013 2015-11-30 17:44:51Z DUTCHESS-ORANGE REGION DONALD HAMMOND 75 MARKET ST POUGHKEEPSIE NY 12601 3049900 false X WWW.UWDOR.ORG X 1987 NY TO BUILD A STRONGER, HEALTHIER COMMUNITY BY RAISING RESOURCES AND DEVELOPING PARTNERSHIPS THAT MAKE A MEASURABLE DIFFERENCE IN PEOPLE'S LIVES. 17 17 19 1179 0 3293946 2767430 0 43216 91479 76662 82043 3413824 2940952 2113562 1781404 0 1035602 1014517 0 517159 710758 605386 3859922 3401307 -446098 -460355 6773968 6376204 954757 722688 5819211 5653516 X TO BUILD A STRONGER, HEALTHIER COMMUNITY BY RAISING RESOURCES AND DEVELOPING PARTNERSHIPS THAT MAKE A MEASURABLE DIFFERENCE IN PEOPLE'S LIVES. false false 746463 481495 HEALTH UNITED WAY STRIVES TO IMPROVE PEOPLE'S HEALTH AND WELLNESS BY IMPROVING PARENT AND CAREGIVER KNOWLEDGE OF CHILD DEVELOPMENT BY PROVIDING ACCESS TO PARENT-CHILD SCREENINGS AND HOME VISITATION PROGRAMS WITH TRAINED PROFESSIONALS. WE ASSIST PROGRAMS THAT SUPPORT AND STRENGTHEN FAMILIES IN ORDER TO REDUCE DOMESTIC AND FAMILY VIOLENCE. WE INCREASE THE AVAILABILITY OF NUTRITIOUS FOOD THROUGH THE SUPPORT OF LOCAL FOOD PROGRAMS AND ENCOURAGE A HEALTHY COMMUNITY THROUGH VOLUNTEERISM. 817904 527577 INCOME THE PROGRAMS ARE GEARED TO HELP INDIVIDUALS AND FAMILIES BECOME FINANCIALLY STABLE AND INDEPENDENT. UNITED WAY STRIVES TO GUARANTEE SENIORS AND LOW- INCOME INDIVIDUALS ACCESS TO FREE, RELIABLE TAX PREPARATION SERVICES AND HELPS TO EDUCATE THEM ABOUT OTHER PROGRAMS AVAILABLE TO HELP STRETCH LIMITED RESOURCES. WE PROVIDE ACCESS TO SOURCES TO ASSIST LOW-INCOME WORKERS THROUGH A HARDSHIP TO PREVENT THEM FROM FALLING INTO A FINANCIAL CRISIS AND TO PROGRAMS THAT TEACH CHILDREN AND ADULTS THE SKILLS NECESSARY TO BECOME FINANCIALLY STABLE. 663997 428301 EDUCATION UNITED WAY FOCUSES ON CHILDREN AND YOUTH TO HELP THEM ACHIEVE THEIR POTENTIAL THROUGH EDUCATION. SERVICES PROVIDED THROUGH PARTNER ORGANIZATIONS INCLUDE ADMINISTERING, SCREENING AND INTERVENTION IN A CHILD'S EARLY YEARS SO THAT CHILDREN ENTER SCHOOL READY TO SUCCEED. WE SUPPORT FAMILIES AND CAREGIVERS WITH EDUCATION ABOUT HOW CHILDREN AND YOUTH LEARN SO THAT ECONOMIC STATUS WILL NOT BE A BARRIER TO SUCCESS. UNITED WAY HELPS ADDRESS LITERACY NEEDS AT AN EARLY AGE SO CHILDREN CAN DEVELOP IN THE WORLD AROUND THEM AS WELL AS PROVIDE SAFE ENVIRONMENTS WHERE CHILDREN CAN LEARN LEADERSHIP SKILLS. 344031 344031 DONOR DIRECTED GIFTS- GRANTS TO 501(C)(3) CHARITIES DIRECTED BY THE ORGANIZATION'S DONORS. 344031 344031 2572395 true true false false false true false false false true true false false false true true true false false false false false false false true false false true true false false false false false false false false false true false false false false false false false false true 12 0 true 19 true false false false false false false false false false false false false false false false X 17 17 false false false false false false false true true false false true true true true true true true true false NY X X X CAROLYN ZAZZARINO 8454711900 75 MARKET STREET POUGHKEEPSIE NY 12601 STEVEN HOWELL BOARD CHAIR 2.00 X X 0 0 0 BARRY ROTHFELD FIRST VICE C 2.00 X X 0 0 0 DAVID JOLLY SECOND VICE 2.00 X X 0 0 0 KEN KOSIOR TREASURER 2.00 X X 0 0 0 DENISE GORSKI SECRETARY 2.00 X X 0 0 0 SHELIA APPEL IMMEDIATE PA 2.00 X 0 0 0 DANIEL ARONZON BOARD MEMBER 2.00 X 0 0 0 CHRISTINA DANIELE BOARD MEMBER 2.00 X 0 0 0 MAUREEN HALAHAN BOARD MEMBER 2.00 X 0 0 0 JAMES ROLLINS SR BOARD MEMBER 2.00 X 0 0 0 GIANNA FRANCO BOARD MEMBER 2.00 X 0 0 0 MICHELLE O'REILLY BOARD MEMBER 2.00 X 0 0 0 ARTHUR DEDOMINICIS BOARD MEMBER 2.00 X 0 0 0 KAREN MEJIA BOARD MEMBER 2.00 X 0 0 0 DIANE PASSARO BOARD MEMBER 2.00 X 0 0 0 MICHAEL ROSENBERG BOARD MEMBER 2.00 X 0 0 0 EBEN YAGER BOARD MEMBER 2.00 X 0 0 0 DONALD HAMMOND PRESIDENT & 40.00 X 125010 0 10400 CAROLYN ZAZZARINO VP, FINANCE 40.00 X 66090 0 4300 191100 14700 1 false false false 245262 345685 2176483 83114 2767430 41849 41849 68581 18951 49630 49630 49630 112171 89997 22174 22174 ADMINISTRATIVE INCOME 59869 59869 59869 2940952 109499 64023 1716302 1716302 65102 65102 211680 68856 95820 47004 600218 305594 68816 225808 24016 10456 1856 11704 99478 43885 14476 41117 79125 37697 13600 27828 635 298 146 191 39100 19941 9384 9775 17865 17865 72527 25971 17261 29295 75868 59147 2856 13865 103783 47896 23431 32456 58181 27630 9364 21187 110029 56115 23106 30808 30059 23850 1954 4255 16631 5684 6926 4021 27255 11880 6937 8438 35097 18421 12296 4380 11292 5091 2646 3555 DUES & SUBSCRIPTIONS 7064 4714 878 1472 3401307 2572395 311753 517159 1270905 1068652 1704692 1447737 1189954 1017541 58016 2561 31348 29824 948154 640614 330387 307540 2176250 2489933 12416 12416 6773968 6376204 243807 185698 616308 466122 94642 70868 954757 722688 X 4622502 4300407 912966 1069366 283743 283743 5819211 5653516 6773968 6376204 -460355 294660 X false true X true false X 1865553 2095306 3512602 3318140 2789604 13581205 1865553 2095306 3512602 3318140 2789604 13581205 13581205 9746 11237 42931 43832 41849 149595 163694 110230 71357 52468 59869 457618 14188418 0.95720 0.94970 X PART II, LINE 10 SPECIAL EVENTS 141,618 ADMINISTRATIVE FEES 311,258 MISCELLANEOUS 2,233 GAMING INCOME 2,509 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5 2767430 420 1780984 23641 false false 2046516 357743 51140 2353119 1864122 281486 46569 52523 2046516 1976655 -59056 2500 50977 1864122 2039636 -7719 55262 1976655 0.43730 0.12060 0.44210 true false 12000 12000 80000 64000 16000 591427 328942 262485 264727 247672 17055 307540 ENERGY PENETRATION FUND PAYABLES 70868 70868 X 2963713 294660 89997 384657 2579056 17865 344031 361896 2940952 3129408 -254034 -254034 3383442 17865 17865 3401307 SCHEDULE D, PAGE 2, PART V, LINE 4 THE ORGANIZATION'S INTENDED USE OF ITS ENDOWMENT FUNDS IS TO PROVIDE LONG TERM SUPPORT FOR THE ORGANIZATION'S PROGRAMS. SCHEDULE D, PAGE 3, PART X THE UNITED WAY ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC 740-10 WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE UNITED WAY IS REQUIRED TO DETERMINE WHETHER THE BENEFITS OF ITS TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON AUDIT BASED ON THE TECHNICAL MERITS OF THE TAX POSITION. THE PROVISIONS OF ASC 740-10 ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, AND DISCLOSURE. THE UNITED WAY DID NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS AS OF JUNE 30, 2014 AND IS NOT AWARE OF ANY VIOLATIONS OF ITS TAX-EXEMPT STATUS. UNITED WAY INCLUDES INTEREST AND PENALTIES, IF ANY, IN THE STATEMENT OF ACTIVITIES UNDER A SEPARATE CAPTION. AS OF JUNE 30, 2014, FOR UNITED WAY'S AND ITS PREDECESSOR ENTITIES THE FISCAL YEAR ENDED 2011 AND LATER ARE OPEN TO EXAMINATION BY THE FEDERAL AND STATE TAXING AUTHORITIES. SCHEDULE D, PAGE 4, PART XI, LINE 2D SPECIAL EVENTS EXPENSE 89,997 SCHEDULE D, PAGE 4, PART XI, LINE 4B DONOR DESIGNATED AMOUNTS 344,031 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENT EXPENSES 89,997 DONOR DESIGATED CONTRIBUTIONS -344,031 NY ORANGE OPEN 54030 54030 38207 KICKOFF 25716 25716 33774 2 22595 22595 13951 102341 102341 85932 85932 16409 true ASTOR SERVICES FOR CHILDREN & FAMIL PO BOX 5005 RHINEBECK NY 12572 141397918 3 75000 EDUCATION BOYS & GIRLS CLUB OF NEWBURGH INC 285 LIBERTY STREET NEWBURGH NY 12550 141506144 3 30000 EDUCATION CATHARINE STREET COMMUNITY CENTER 69 CATHARINE STREET POUGHKEEPSIE NY 12601 146037154 3 30000 EDUCATION CENTER FOR GOVERNMENTAL RESEARCH I 1 SOUTH WASHINGTON ST SUITE 400 ROCHESTER NY 14614 160754774 3 10000 EDUCATION GRACE SMITH HOUSE INC PO BOX 5205 POUGHKEEPSIE NY 12602 141626657 3 29392 EDUCATION LITERACY CONNECTIONS OF THE HUDSON 325 MAIN STREET POUGHKEEPSIE NY 12601 141710952 3 50000 EDUCATION LITERACY ORANGE 70 FULTON STREET MIDDLETOWN NY 10940 222562904 3 28995 EDUCATION MID-HUDSON CHILDREN'S MUSEUM 75 NORTH WATER STREET POUGHKEEPSIE NY 12601 223021355 3 40000 EDUCATION NORTHEAST COMMUNITY COUNCIL INC PO BOX 35 MILLERTON NY 12546 141736237 3 13000 EDUCATION ORANGE COUNTY CEREBRAL PALSY ASSOCI 2 FLETCHER STREET GOSHEN NY 10924 141456248 3 12500 EDUCATION REAL SKILLS NETWORK OFFICE 113 29 N HAMILTON STREET POUGHKEEPSIE NY 12601 261086662 3 15000 EDUCATION SAFE HOMES OF ORANGE COUNTY PO BOX 649 NEWBURGH NY 12550 141679391 3 25000 EDUCATION YMCA OF DUCHESS & EASTERN ORANGE 377 BROADWAY NEWBURGH NY 12550 141340010 3 15600 EDUCATION AMERICAN RED CROSS OF THE HUDSON VA 103 HOOKER AVE POUGHKEEPSIE NY 12601 530196605 3 30000 INCOME ASTOR SERVICES FOR CHILDREN & FAMIL PO BOX 5005 RHINEBECK NY 12572 141397918 3 15000 INCOME CATHOLIC CHARITIES COMMUNITY SERVIC 224 MAIN ST GOSHEN NY 10924 320151827 3 10000 INCOME CATHOLIC CHARITIES OF DUTCHESS COUN 218 CHURCH ST POUGHKEEPSIE NY 12601 135562185 3 10000 INCOME CORNELL COOPERATIVE EXTENSION DUTCH 2715 ROUTE 44 SUITE ONE MILLBROOK NY 12545 146036882 3 40000 INCOME CORNELL COOPERATIVE EXTENSION DUTCH 2715 ROUTE 44 SUITE ONE MILLBROOK NY 12545 146036882 3 50000 INCOME DUTCHESS COUNTY COMMUNITY ACTION AG 77 CANNON ST POUGHKEEPSIE NY 12601 141611857 3 10000 INCOME DUTCHESS COUNTY COMMUNITY ACTION AG 77 CANNON ST POUGHKEEPSIE NY 12601 141611857 3 25000 INCOME DUTCHESS COUNTY COMMUNITY ACTION AG 77 CANNON ST POUGHKEEPSIE NY 12601 141611857 3 28625 INCOME DUTCHESS OUTREACH INC 29 N HAMILTON ST SUITE 222 POUGHKEEPSIE NY 12601 222339537 3 10000 INCOME FOOD BANK OF THE HUDSON VALLEY 965 ALBANY SHAKER ROAD LATHAM NY 12110 222470885 3 60000 INCOME GRACE SMITH HOUSE INC PO BOX 5205 POUGHKEEPSIE NY 12602 141626657 3 10000 INCOME HOUSE OF FAITH MINISTRY INC PO BOX 1326 WAPPINGERS FALLS NY 12590 260121573 3 10000 INCOME JEWISH FAMILY SERVICE OF ORANGE COU 720 ROUTE 17 M MIDDLETOWN NY 10940 141731791 3 10000 INCOME JEWISH FAMILY SERVICE OF ORANGE COU 720 ROUTE 17 M MIDDLETOWN NY 10940 141731791 3 20000 INCOME LITERACY ORANGE 70 FULTON STREET MIDDLETOWN NY 10940 222562904 3 40000 INCOME LITERACY ORANGE 70 FULTON STREET MIDDLETOWN NY 10940 222562904 3 10000 INCOME NORTHEAST COMMUNITY COUNCIL INC PO BOX 35 MILLERTON NY 12546 141736237 3 13000 INCOME NORTHEAST COMMUNITY COUNCIL INC PO BOX 35 MILLERTON NY 12546 141736237 3 10000 INCOME PAWLING RESOURCE CENTER 126 E MAIN ST PAWLING NY 12564 510195123 3 5440 INCOME SAFE HOMES OF ORANGE COUNTY PO BOX 649 NEWBURGH NY 12550 141679391 3 10000 INCOME THE SALVATION ARMY - MIDDLETOWN 120 WEST 14TH STREET NEW YORK NY 10011 135562351 3 10000 INCOME THE SALVATION ARMY - NEWBURGH 120 WEST 14TH STREET NEW YORK NY 10011 135562351 3 10000 INCOME THE SALVATION ARMY - PORT JERVIS 120 WEST 14TH STREET NEW YORK NY 10011 135562351 3 10000 INCOME UNITED WAY OF WESTCHESTER & PUTNAM 336 CENTRAL PARK AVE WHITE PLAINS NY 10601 131997636 3 47000 INCOME UNITED WAY OF WESTCHESTER & PUTNAM 336 CENTRAL PARK AVE WHITE PLAINS NY 10601 131997636 3 22000 INCOME BIG BROTHERS BIG SISTERS OF ORANGE PO BOX 426 VAILS GATE NY 12584 141597893 3 31250 HEALTH CATHOLIC CHARITIES COMMUNITY SERVIC 224 MAIN ST GOSHEN NY 10924 320151827 3 30500 HEALTH COMMON GROUND FARM PO BOX 148 BEACON NY 12508 010574675 3 10000 HEALTH CORNELL COOPERATIVE EXTENSION DUTCH 2715 ROUTE 44 SUITE ONE MILLBROOK NY 12545 146036882 3 30000 HEALTH FAMILY SERVICES INC 29 NORTH HAMILTON STREET POUGHKEEPSIE NY 12601 141338399 3 10000 HEALTH FAMILY SERVICES INC 29 NORTH HAMILTON STREET POUGHKEEPSIE NY 12601 141338399 3 30000 HEALTH GRACE SMITH HOUSE INC PO BOX 5205 POUGHKEEPSIE NY 12602 141626657 3 35000 HEALTH MEDIATION CENTER OF DUTCHESS COUNTY 147 UNION ST SUITE 102 POUGHKEEPSIE NY 12601 141762932 3 25000 HEALTH MENTAL HEALTH ASSOCIATION IN ORANGE 73 JAMES P KELLY WAY MIDDLETOWN NY 10940 146024124 3 20000 HEALTH POUGHKEEPSIE FARM PROJECT PO BOX 3143 POUGHKEEPSIE NY 12603 141813679 3 10000 HEALTH SAFE HOMES OF ORANGE COUNTY PO BOX 649 NEWBURGH NY 12550 141679391 3 30000 HEALTH THE CENTER FOR THE PREVENTION OF CH 249 HOOKER AVE POUGHKEEPSIE NY 12601 141584091 3 50000 HEALTH THE GREATER HUDSON VALLEY FAMILY HE 2570 US HIGHWAY 9W SUITE 10 CORNWALL NY 12518 061036715 3 50000 HEALTH TOWN OF WALLKILL BOYS AND GIRLS CLU POB 14 CIRCLEVILLE NY 10940 133741014 3 17000 HEALTH AMERICA'S CHARITIES 14150 NEWBROOK DRIVE CHANTILLY VA 20151 541517707 3 21058 DONOR DIRECTED AMERICAN RED CROSS FEDERATION 2025 E STREET NW WASHINGTON DC 20006 530196605 3 8571 DONOR DIRECTED ANIMAL CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIRCLE LARKSPUR CA 94939 943193389 3 10738 DONOR DIRECTED CHRISTIAN CHARITIES USA 1100 LARKSPUR LANDING CIRCLE LARKSPUR CA 94939 943255961 3 15398 DONOR DIRECTED CHRISTIAN SERVICE CHARITIES PO BOX 79704 BALTIMORE MD 21279 943193374 3 18804 DONOR DIRECTED COMMUNITY HEALTH CHARITIES 1240 NORTH PITT ALEXANDRIA VA 22314 136167225 3 19482 DONOR DIRECTED COMMUNITY HEALTH CHARITIES OF NEW Y 1159 LUCY RD SKANEATELES NY 13152 222570476 3 24597 DONOR DIRECTED DUTCHESS OUTREACH INC 29 N HAMILTON ST SUITE 222 POUGHKEEPSIE NY 12601 222339537 3 30000 INCOME FOOD BANK OF THE HUDSON VALLEY 965 ALBANY SHAKER ROAD LATHAM NY 12110 222470885 3 12730 DONOR DIRECTED GRACE SMITH HOUSE INC PO BOX 5205 POUGHKEEPSIE NY 12602 141626657 3 9657 DONOR DIRECTED HEALTH & MEDICAL RESEARCH CHARITIES 1100 LARKSPUR LANDING CIRCLE LARKSPUR CA 94939 943217739 3 8293 DONOR DIRECTED HOSPICE OF ORANGE AND SULLIVAN COUN 800 STONY BROOK COURT NEWBURGH NY 12550 141703185 3 8051 DONOR DIRECTED INDEPENDENT CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIRCLE LARKSPUR CA 94939 131997636 3 13359 DONOR DIRECTED MENTAL HEALTH ASSOCIATION IN ORANGE 73 JAMES P KELLY WAY MIDDLETOWN NY 10940 146024124 3 6933 DONOR DIRECTED MILITARY FAMILY & VETERANS SERVICE 1100 LARKSPUR LANDING CIRCLE LARKSPUR CA 94939 943067804 3 12010 DONOR DIRECTED REGIONAL FOOD BANK OF NORTHEASTERN 965 ALBANY-SHAKER RD LATHAM NY 12110 222470885 3 5026 DONOR DIRECTED SPCA - DUTCHESS COUNTY 636 VIOLET AVE HYDE PARK NY 12538 943193418 3 5106 DONOR DIRECTED UNITED WAY OF ULSTER COUNTY 450 ALBANY AVE KINGSTON NY 12401 141340058 3 7976 DONOR DIRECTED UNITED WAY OF WESTCHESTER & PUTNAM 336 CENTRAL PARK AVE WHITE PLAINS NY 10601 131997636 3 42684 DONOR DIRECTED 52 HOME HEATING ASSISTANCE 50 65102 SCHEDULE I, PAGE 1, PART I, LINE 2 APPLICANT IS REQUIRED TO FILL OUT A COMMUNITY IMPACT APPLICATION. APPLICATIONS ARE REVIEWED BY AREA COUNCIL VOLUNTEERS. IF APPROVED FOR FUNDING, THE APPLICANT MUST SIGN A PARTNERSHIP AGREEMENT IN ADDITION TO A CONTRACT. THE PARTNERSHIP AGREEMENT REQUIRES THAT THE AGENCY (1) BE A 501(C)(3) ORGANIZATION, (2) SUBMIT AUDITED FINANCIAL STATEMENTS AND FORM 990, (3) SUBMIT A MID-YEAR REVIEW REPORT, AND (4) PROVIDE AN ACCOUNTING OF HOW THE FUNDS WERE SPENT. THE COUNCIL RESERVES THE RIGHT TO OBSERVE FUNDED PROGRAMS. X 66151 THRIFT SHOP VALUES X 7 16963 false false false FORM 990, PAGE 2, PART III, LINE 4D DONOR DIRECTED GIFTS- GRANTS TO 501(C)(3) CHARITIES DIRECTED BY THE ORGANIZATION'S DONORS. FORM 990, PAGE 6, PART VI, LINE 11B THE VICE PRESIDENT OF FINANCE AND ADMINISTRATION, TOGETHER WITH THE INDEPENDENT ACCOUNTING FIRM, PREPARES THE FORM 990. IT IS PRESENTED TO AND REVIEWED IN DETAIL WITH THE AUDIT COMMITTEE FOR ACCURACY AND COMPLETENESS. THE AUDIT COMMITTEE AUTHORIZES IT TO BE PRESENTED TO THE EXECUTIVE COMMITTEE WITH A RECOMMENDATION TO FILE. THE CHAIRMAN OF THE AUDIT COMMITTEE TOGETHER WITH THE VICE PRESIDENT OF FINANCE AND ADMINISTRATION PRESENTS THE 990 TO THE EXECUTIVE COMMITTEE LINKING THE DATA TO THE ANNUAL AUDIT REPORT. THE EXECUTIVE COMMITTEE AUTHORIZES THE RELEASE OF THE 990 TO THE FULL BOARD WITH A RECOMMENDATION TO FILE. THE RETURN IS DISTRIBUTED TO THE BOARD MEMBERS FOR REVIEW AND DISCUSSION AT A BOARD MEETING. A RESOLUTION IS ADOPTED TO APPROVE THE FILING OF THE RETURN. FORM 990, PAGE 6, PART VI, LINE 12C ANNUALLY ALL MEMBERS OF THE BOARD, OFFICERS AND EMPLOYEES ARE REQUIRED TO COMPLETE OR UPDATE AND RECERTIFY COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY SIGNING AND DATING A COPY OF THE POLICY. IN ADDITION EACH VOTE SHEET FOR ANY RESOLUTION FOR THE GRANTING OF FUNDS PRESENTED TO THE BOARD INCLUDES THE STATEMENT "ARE YOU RELATED TO ANY OF THE RECEIPIENTS OR DO YOU STAND TO BENEFIT FROM THE RECEIPIENTS RECEIVING THESE FUNDS? IF SO, PLEASE DISCLOSE, ANY MEMBER WITH A POSITIVE RESPONSE MUST RECUSE THEMSELVES." FORM 990, PAGE 6, PART VI, LINE 15A THE PRESIDENT AND CEO COMPLETES A SELF-EVALUATION USING A PRE-DETERMINED EVALUATION FORM WITH FIVE SPECIFIC QUESTIONS. THESE FIVE QUESTIONS ARE ANSWERED IN WRITTEN ESSAY-STYLE FORMAT. A SECOND SECTION IS A SCALE-STYLE FORMAT WITH QUESTIONNAIRE THAT RANKS PERFORMANCE WITHIN A 1-5 FORMAT. THIS EVALUATION IS THEN PRESENTED TO THE BOARD CHAIR. THE BOARD CHAIR REQUESTS THE GOVERNANCE COMMITTEE AND BOARD MEMBERS TO COMPLETE AN EVALUATION ON THE PRESIDENT USING THE SAME EVALUATION TOOLS. THESE ARE THEN COMBINED AND THE BOARD CHAIR, THE PAST CHAIR, AND THE CEO MEET TO DISCUSS THE RESULTS. A MUTUAL PLAN IS DEVELOPED FOR NEXT YEAR'S GOALS AND OBJECTIVES. THE CHAIR AND PAST CHAIR DISCUSS THE RESULTS IN EXECUTIVE SESSION WITH THE GOVERNANCE COMMITTEE AND THEN THE FULL BOARD WHERE A BOARD VOTE IS MADE TO ACCEPT THE RECOMMENDATIONS. THE CHAIR AND PAST CHAIR DECIDE ON SALARY INCREASES USING SALARY INFORMATION FROM A NUMBER OF SOURCES. THE PRINCIPAL SOURCE IS THE UWW HUMAN CAPITAL STUDY: EXECUTIVE SALARY REPORT WHICH PROVIDES SALARY COMPARISONS FOR UNITED WAYS OF COMPARABLE SIZE, COMPLEXITY AND LOCATION. OTHER SOURCES USED INCLUDE A SUMMARY OF OTHER LOCAL NON-PROFIT ORGANIZATION'S SALARIES THROUGH COMPARISONS OF 990'S. FORM 990, PAGE 6, PART VI, LINE 15B EACH STAFF PERSON COMPLETES A SELF-EVALUATION USING A PRE-DETERMINED EVALUATION FORM WITH FIVE SPECIFIC QUESTIONS. THESE FIVE QUESTIONS ARE ANSWERED IN WRITTEN ESSAY-STYLE FORMAT. A SECOND SECTION IS A SCALE-STYLE FORMAT WITH QUESTIONNAIRE THAT RANKS PERFORMANCE WITHIN A 1-5 FORMAT. THIS EVALUATION IS THEN PRESENTED TO THE PRESIDENT. THE PRESIDENT REQUESTS EACH SUPERVISOR TO REVIEW THE EVALUATION AND PROVIDE COMMENTS A MUTUAL PLAN IS DEVELOPED FOR NEXT YEAR'S GOALS AND OBJECTIVES. THE PRESIDENT MAKES THE RECOMMENDATIONS FOR SALARY ADJUSTMENTS AND THEY ARE APPROVED BY THE BOARD AS PART OF THE ANNUAL BUDGET APPROVAL PROCESS. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATIONAL DOCUMENTS ARE A PUBLIC RECORD FILED WITH NYS ATTORNEY GENERAL'S OFFICE. A FINANCIAL OVERVIEW, THE CONFLICT OF INTEREST FORM, THE AUDIT REPORT AND THE ANNUAL REPORT ARE ACCESSIBLE IN THE ACCOUNTABILITY SECTION OF ABOUT US ON OUR WEBSITE. HTTP://WWW.UWDOR.ORG/ACCOUNTABILITY