2013-02-15T08:42:59-06:00 2012-06-30 205907591 SMITH LEONARD PLLC 4035 PREMIER DRIVE SUITE 300 HIGH POINT NC 27265 990 2011-07-01 560668555 UNITED WAY OF GREATER GREENSBORO INC UNIT 3363786600 1500 YANCEYVILLE STREET GREENSBORO NC 27405 MICHELLE GETHERS-CLARK 3363786600 2013-02-06 1 JANICE SEVERT P00522710 3368830181 2011 2016-03-07 17:11:31Z KEITH E BARSUHN 1500 YANCEYVILLE STREET GREENSBORO NC 27405 19561850 0 X WWW.UNITEDWAYGSO.ORG X 1968 NC SEE SCHEDULE O 35 35 42 650 0 0 10950710 10809459 40043 51489 718214 468859 44 12917 11709011 11342724 8668917 8170562 0 0 1663056 1710458 0 0 717908 690820 662307 11022793 10543327 686218 799397 15228553 15115873 7544918 7059719 7683635 8056154 SEE SCHEDULE O 0 0 6338224 5926601 7840751 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. 2399812 2243961 2968707 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. 8738036 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 0 1 23 0 1 42 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 35 35 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X X MARCI H PEACE 3363786600 1500 YANCEYVILLE STREET GREENSBORO NC 27405 DR LINDA T ADAMS 1.00 X 0 0 0 DR LINDA P BRADY 5.00 X 0 0 0 DR JANICE G BREWINGTON 1.00 X 0 0 0 TINA AKERS BROWN 1.00 X 0 0 0 MIKE BUMPASS 1.00 X 0 0 0 REVEREND ODELL CLEVELAND 1.00 X 0 0 0 SANDERS COCKMAN 1.00 X 0 0 0 SUE W COLE 5.00 X X 0 0 0 MARY WOOD COPELAND 2.00 X 0 0 0 JOHN CROSS 5.00 X X 0 0 0 MONA G EDWARDS 1.00 X 0 0 0 CECELIA FOY-DORSETT 2.00 X 0 0 0 KIM GATLING 1.00 X 0 0 0 MICHELLE GETHERS-CLARK 2.00 X 0 0 0 KATHI LESTER 2.00 X 0 0 0 LEE MCALLISTER 1.00 X 0 0 0 PRESSLEY A RIDGILL 2.00 X 0 0 0 JUDY SCHANEL 2.00 X 0 0 0 SUSAN SHUMAKER 1.00 X 0 0 0 SAPNA TEJPAL 1.00 X 0 0 0 LAURIE WEAVER 1.00 X 0 0 0 SUE D WHITE 2.00 X 0 0 0 OTIS WILSON 1.00 X 0 0 0 DR TERRY WORRELL 1.00 X 0 0 0 REGINA HOWARD GLASPIE 1.00 X 0 0 0 BILL HOFFMAN 1.00 X 0 0 0 MURRAY KESSLER 1.00 X 0 0 0 MICHAEL C MAHONEY 1.00 X 0 0 0 DR HAROLD MARTIN 5.00 X 0 0 0 DAN MCGINN 4.00 X X 0 0 0 BRAD RABLE 1.00 X 0 0 0 MARTIN SCHNEIDER 1.00 X 0 0 0 BOB SHERWOOD 1.00 X 0 0 0 TERRY W SIMON 5.00 X X 0 0 0 AARON STRASSER 1.00 X 0 0 0 KEITH E BARSUHN 50.00 X 160112 0 16856 160112 0 16856 1 0 1 0 0 339879 10469580 10809459 MANAGEMENT FEE INCOME 518210 51489 51489 51489 305602 305602 10135 0 10135 10135 10135 8382383 8218763 363 163620 -363 163257 163257 MISCELLANEOUS REVENUE 900099 2782 2782 2782 11342724 54271 0 478994 8170562 8170562 160111 38893 73438 47780 1294618 314474 593803 386341 51251 11250 27610 12391 92384 24914 41052 26418 112094 26437 52620 33037 110427 4528 100563 5336 22492 9588 4060 8844 59812 13253 20952 25607 70941 19859 27660 23422 11863 2717 3391 5755 915 175 210 530 92878 26006 36222 30650 STATE UNITED WAY 138718 38841 54100 45777 FUNDRAISING MATERIALS & 119995 23488 39681 56826 DUES & SUBSCRIPTIONS 12282 8840 2516 926 STAFF DEVELOPMENT 11182 4211 4703 2268 10802 4802 6000 10543327 8738036 1087383 717908 398017 223564 3627135 3833571 310074 277156 24783 18550 2055716 1100164 934481 955552 7700353 7718842 2233710 2088638 15228553 15115873 146294 131989 6859800 6464886 538824 462844 7544918 7059719 X 5083996 5190519 1593608 1859604 1006031 1006031 7683635 8056154 15228553 15115873 X 799397 -426878 X 0 1 1 X 0 X 13574907 12715775 11176323 10950710 10809459 59227174 13574907 12715775 11176323 10950710 10809459 59227174 7464102 51763072 398605 237486 245465 296447 342068 1520071 163612 136365 146836 30480 53908 531201 61278446 0.84470 0.85400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 50000 22500 31285 0 1 2208370 85 -69402 -77764 2216817 1879124 100000 400917 171671 2208370 1696175 40549 224924 82524 1879124 1926989 132610 -289705 73719 1696175 0.13000 0.49000 0.38000 1 0 220812 220812 1192535 633243 559292 642369 466921 175448 955552 BENEFICIAL INTEREST IN FOUNDATION ASSETS 1975938 CASH SURRENDER VALUE - INSURANCE 112700 2088638 DESIGNATIONS PAYABLE 462844 462844 11342724 10543327 799397 -426878 -426878 372519 8671884 0 8671884 2670840 2670840 11342724 8299365 0 8299365 2243962 2243962 10543327 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 2012 AND 2011. CURRENTLY, THE STATUTE OF LIMITATIONS REMAINS OPEN SUBSEQUENT TO AND INCLUDING FISCAL 2009; HOWEVER, NO EXAMINATIONS ARE IN PROCESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 2,243,962. UNREALIZED GAIN ON INVESTMENTS 426,878. PART XIII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 2,243,962. 1 ADULT CENTER FOR ENRICHMENT INC PO BOX 13048 GREENSBORO NC 27415 561599072 501 ( C ) (3) 121894 CHARITABLE ALCOHOL AND DRUG SERVICES OF GUILFORD INC 301 E WASHINGTON STREET SUITE 101 GREENSBORO NC 27401 560962164 501 ( C ) (3) 53478 CHARITABLE AMERICAN RED CROSS GREENSBORO CHAPTER C/O FEDERATED PAYMENTS PROCESSING PO BOX 73857 CHICAGO IL 606737857 560532307 501 ( C ) (3) 172987 CHARITABLE BARNABAS NETWORK PO BOX 2666 GREENSBORO NC 27402 204533345 501 ( C ) (3) 20000 CHARITABLE BELL HOUSE INC 2400 SUMMIT AVENUE GREENSBORO NC 27405 561145963 501 ( C ) (3) 50890 CHARITABLE BLACK CHILD DEVELOPMENT INSTITUTE OF GREENSBORO INC 1200 EAST MARKET STREET GREENSBORO NC 27401 561524964 501 ( C ) (3) 139712 CHARITABLE CHILDREN'S HOME SOCIETY OF NORTH CAROLINA INC P O BOX 14608 GREENSBORO NC 27415 560529946 501 ( C ) (3) 371025 CHARITABLE COMMUNITIES IN SCHOOLS OF GREATER GREENSBORO INC P O BOX 1347 GREENSBORO NC 27402 561605330 501 ( C ) (3) 385389 CHARITABLE COMMUNITY HEALTH CHARITIES OF NC 104 S WHITE ST STE 208 WINSTON SALEM NC 27587 561173133 501 ( C ) (3) 34288 CHARITABLE EARTH SHARE OF NORTH CAROLINA PO BOX 196 DURHAM NC 27702 561775025 501 ( C ) (3) 14977 CHARITABLE FAMILY SERVICES OF THE PIEDMONT 902 BONNER DRIVE JAMESTOWN NC 27282 562061741 501 ( C ) (3) 1162027 CHARITABLE FORSYTH COUNTY - HOSPICE & PALLIATIVE 101 HOSPICE LANE WINSTON SALEM NC 27103 581343313 501 ( C ) (3) 7596 CHARITABLE GIRL SCOUTS CAROLINAS PEAKS TO PIEDMONT 8818 W MARKET STREET COLFAX NC 27235 560543237 501 ( C ) (3) 71165 CHARITABLE GREENSBORO CEREBRAL PALSY ASSOCIATION INC 3205 EAST WENDOVER AVENUE GREENSBORO NC 27405 560591312 501 ( C ) (3) 412414 CHARITABLE GREENSBORO URBAN MINISTRIES 305 W LEE STREET GREENSBORO NC 27406 560890545 501 ( C ) (3) 53328 CHARITABLE GUILFORD CHILD DEVELOPMENT 1200 ARLINGTON STREET GREENSBORO NC 27406 560863474 501 ( C ) (3) 382904 CHARITABLE GUILFORD GREEN FOUNDATION PO BOX 10428 GREENSBORO NC 27404 562091293 501 ( C ) (3) 5140 CHARITABLE HORSEPOWER 8001 LEABOURNE ROAD COLFAX NC 27235 561907424 501 ( C ) (3) 18472 CHARITABLE HOSPICE & PALLIATIVE CARE CENTER - ALAMANCE 914 CHAPEL HILL ROAD BURLINGTON NC 27215 561344754 501 ( C ) (3) 10250 CHARITABLE HOSPICE AND PALLIATIVE CARE OF GREENSBORO 2500 SUMMIT AVENUE GREENSBORO NC 27405 561249146 501 ( C ) (3) 267904 CHARITABLE HOSPICE OF ROCKINGHAM COUNTY 2150 HWY 65 WEST WENTWORTH NC 27375 581737646 501 ( C ) (3) 41336 CHARITABLE HOUSING GREENSBORO P O BOX 3341 GREENSBORO NC 27402 200458814 501 ( C ) (3) 30000 CHARITABLE HP HOSPICE OF THE PIEDMONT 1801 WESTCHESTER DRIVE HIGH POINT NC 27262 581453827 501 ( C ) (3) 6555 CHARITABLE JUVENILE DIABETES FOUNDATION PIEDMONT 312 NORTH EUGENE STREET GREENSBORO NC 27401 231907729 501 ( C ) (3) 28610 CHARITABLE LEGAL AID OF NORTH CAROLINA INC PO BOX 26087 GREENSBORO NC 27611 561148372 501 ( C ) (3) 112631 CHARITABLE MARY'S HOUSE INC 520 GUILFORD AVENUE GREENSBORO NC 27401 311489283 501 ( C ) (3) 12504 CHARITABLE MENTAL HEALTH ASSOCIATION IN GREENSBORO INC 330 S GREENE STREET GREENSBORO NC 27401 566076634 501 ( C ) (3) 97249 CHARITABLE NCCJ 713 N GREEN STREET GREENSBORO NC 27401 061753756 501 ( C ) (3) 20000 CHARITABLE OLD NORTH STATE COUNCIL INC BOY SCOUTS OF AMERICA P O BOX 29046 GREENSBORO NC 27429 561762001 501 ( C ) (3) 154219 CHARITABLE ONE STEP FURTHER INC 623 EUGENE COURT GREENSBORO NC 27401 581484818 501 ( C ) (3) 63875 CHARITABLE PARENTS AS TEACHERS FAITH COMMUNITY 415 N EDGEWORTH ST SUITE 206 GREENSBORO NC 27401 331063509 501 ( C ) (3) 13548 CHARITABLE PARTNERS ENDING HOMELESSNESS (HOMELESS PREVENTION COALTION) 201 CHURCH AVENUE HIGH POINT NC 27262 201798198 501 ( C ) (3) 73285 CHARITABLE PEOPLE 4 HOPE 1104 HOBBS ROAD GREENSBORO NC 27410 900598037 501 ( C ) (3) 15000 CHARITABLE PIEDMONT HEALTH SERVICES AND SICKLE CELL AGENCY P O BOX 20964 GREENSBORO NC 27420 237362747 501 ( C ) (3) 131012 CHARITABLE PLANNED PARENTHOOD HEALTH SYSTEMS 1704 BATTLEGROUND AVENUE GREENSBORO NC 27408 561226587 501 ( C ) (3) 5137 CHARITABLE REACH OUT FIRST 1814 SWANNANOA DRIVE GREENSBORO NC 27410 422184316 501 ( C ) (3) 7300 CHARITABLE READING CONNECTIONS INC 122 N ELM STREET GREENSBORO NC 27401 561726754 501 ( C ) (3) 135249 CHARITABLE SENIOR RESOURCES OF GUILFORD 301 E WASHINGTON STREET GREENSBORO NC 27401 561181577 501 ( C ) (3) 360482 CHARITABLE SPECIAL OLYMPICS OF NORTH CAROLINA (RALEIGH) 2200 GATEWAY CENTRE BLVD RALEIGH NC 27560 561149607 501 ( C ) (3) 5230 CHARITABLE THE ARC OF GREENSBORO INC 1050 REVOLUTION MILL DR GREENSBORO NC 27405 560745766 501 ( C ) (3) 157093 CHARITABLE THE SALVATION ARMY OF GREENSBORO P O BOX 5310 GREENSBORO NC 27435 580660607 501 ( C ) (3) 565800 CHARITABLE THE VOLUNTEER CENTER OF GREENSBORO 1500 YANCEYVILLE STREET GREENSBORO NC 27405 561134052 501 ( C ) (3) 86000 CHARITABLE TRIAD HEALTH PROJECT PO BOX 5716 GREENSBORO NC 27435 581705502 501 ( C ) (3) 156703 CHARITABLE TRIAD STAGE 232 SOUTH ELM STREET GREENSBORO NC 27401 621743981 501 ( C ) (3) 10000 CHARITABLE UNCG PO BOX 26170 GREENSBORO NC 27402 566086393 501 ( C ) (3) 99900 CHARITABLE UNCG CENTER FOR NEW NORTH CAROLINIANS PO BOX 26170 GREENSBORO NC 27402 566001468 501 ( C ) (3) 21000 CHARITABLE UNITED ARTS COUNCIL OF GREATER PO BOX 877 GREENSBORO NC 27402 560746180 501 ( C ) (3) 6482 CHARITABLE UNITED WAY OF ALAMANCE COUNTY INC P O BOX 1268 BURLINGTON NC 27216 560599239 501 ( C ) (3) 33359 CHARITABLE UNITED WAY OF DAVIDSON COUNTY INC P O BOX 492 LEXINGTON NC 27292 561847133 501 ( C ) (3) 14277 CHARITABLE UNITED WAY OF FORSYTH COUNTY INC 301 N MAIN STREET STE 1700 WINSTONSALEM NC 27101 237357234 501 ( C ) (3) 51978 CHARITABLE UNITED WAY OF GREATER GREENSBORO 1500 YANCEYVILLE STREET GREENSBORO NC 27405 560668555 501 ( C ) (3) 51489 CHARITABLE UNITED WAY OF GREATER HIGH POINT 201 CHURCH AVENUE HIGH POINT NC 27262 560547486 501 ( C ) (3) 42737 CHARITABLE UNITED WAY OF NORTH CAROLINA 875 WALNUT STREET SUITE 150B RALEIGH NC 27511 560564547 501 ( C ) (3) 41000 CHARITABLE UNITED WAY OF RANDOLPH COUNTY P O BOX 597 ASHEBORO NC 27204 566017883 501 ( C ) (3) 20566 CHARITABLE UNITED WAY OF ROCKINGHAM COUNTY P O BOX 317 WENTWORTH NC 27375 560649247 501 ( C ) (3) 61498 CHARITABLE VICTORY JUNCTION GANG CAMP 4500 ADAMS WAY RANDLEMAN NC 27317 562215292 501 ( C ) (3) 5629 CHARITABLE WOMEN'S RESOURCE CENTER OF GREENSBORO INC 628 SUMMIT AVENUE GREENSBORO NC 27405 561891618 501 ( C ) (3) 125124 CHARITABLE YMCA OF GREENSBORO INC 602 GREEN VALLEY RD SUITE 210 GREENSBORO NC 27408 560543243 501 ( C ) (3) 238877 CHARITABLE YOUTH FOCUS INC 715 N EUGENE STREET GREENSBORO NC 27401 237378057 501 ( C ) (3) 360225 CHARITABLE YWCA OF GREENSBORO INC 4002 SPRING GARDEN STREET SUITE E GREENSBORO NC 27407 560529936 501 ( C ) (3) 207866 CHARITABLE 60 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 KEITH E BARSUHN 158184 0 0 0 1928 0 9481 0 7375 0 176968 0 0 0 X 23 113912 FMV AT TIME OF RECEIPT 0 0 1 1 THIRD PARTY USE: PART I, LINE 32B: UTILIZED LOCAL STOCK BROKER FIRMS TO ACCEPT AND LIQUIDATE GIFTED SHARES OF PUBLICLY TRADED STOCK MISSION STATEMENT FORM 990, PARTS I AND III, LINE 1 - ORGANIZATION'S MISSION STATEMENT UNITED WAY OF GREATER GREENSBORO LEADS AND CONVENES DIVERSE PEOPLE AND ORGANIZATIONS WHO BRING THE PASSION, EXPERTISE, AND RESOURCES TO ADDRESS ESSENTIAL HUMAN SERVICE NEEDS. UNITED WAY DOES THE CRITICAL WORK REQUIRED TO HELP THOSE MOST IN NEED. WE DO THIS BY FUNDING AND EVALUATING OUR COMMUNITY'S BEST PROGRAMS AND INITIATIVES TO CREATE SOLUTIONS TO IMMEDIATE NEEDS AND ADDRESS THE ROOT CAUSE OF THE PROBLEMS. UNITED WAY'S FOCUS IS IN THE AREAS OF EDUCATION, FINANCIAL STABILITY, AND HEALTH, BECAUSE THESE ARE THE BUILDING BLOCKS FOR A QUALITY LIFE. UNITED WAY RUNS AN ANNUAL CAMPAIGN TO ADDRESS SPECIFIC NEEDS AS MENTIONED ABOVE. 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 CONTRIBUTED 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -426,878. CALCULATION OF OVERHEAD RATE - UTILIZATION COMPLIANT WITH UWW STANDARD CALCULATION OF OVERHEAD RATE ACTUAL 2011-2012 MANAGEMENT AND GENERAL EXPENSES $ 1,087,383 FUND DEVELOPMENT EXPENSES 717,908 -------------- TOTAL SUPPORT SERVICES COST $ 1,805,291 DIVIDED BY TOTAL REVENUE 11,342,724 OVERHEAD RATE 15.9%