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STEVE OTTEN SEE PART V 198000 SEE PART V true DAVID BARBER SEE PART V 25000 SEE PART V true ADDITIONAL INFORMATION SCHEDULE L PART V PART IV BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS B RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION 1 STEVE OTTEN IS A 35 OWNER OF WJO CONSULTANTS LLC 2 DAVID BARBER IS A 35 OWNER OF COMMUNITY CONSULTANTS D DESCRIPTION OF TRANSACTION 1 UNITED WAY OF GREATER MCHENRY COUNTY HAS AN AGREEMENT FOR MANAGEMENT SERVICES WITH WJO CONSULTANTS LLC 2 UNITED WAY OF GREATER MCHENRY COUNTY HAS AN AGREEMENT FOR MANAGEMENT SERVICES WITH COMMUNITY CONSULTANTS MANAGEMENT DELEGATED FORM 990, PAGE 6, PART VI, LINE 3 THE ORGANIZATION HAS AN AGREEMENT WITH WJO CONSULTANTS LLC FOR THE MANAGEMENT OF THE ORGANIZATION. ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B AFTER THE AUDIT HAS BEEN COMPLETED, THE AUDIT COMMITTEE MEETS WITH THE INDEPENDENT AUDITORS TO DISCUSS THE RETURN. AFTER THE AUDIT COMMITTEE APPROVES THE RETURN, THEY BRING IT TO THE BOARD OF DIRECTORS FOR APPROVAL BEFORE THE RETURN IS FILED. ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C THE UNITED WAY OF GREATER MCHENRY COUNTY'S CONFLICT OF INTEREST POLICY IS DOCUMENTED IN THE CODE OF ETHICS WHICH EACH EMPLOYEE MUST SIGN. COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A PROCESS OF DETERMINING COMPENSATION OF MANAGEMENT COMPANY IS COMPLETED BY THE BOARD AND INCLUDES SUBSTANTIATION OF THE DELIBERATION AND DECISION. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES IT'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH IT'S WEBSITE OR UPON REQUEST IN THE OFFICE. CHANGE IN FINANCIAL REVIEW PROCESS FORM 990, PAGE 12, PART XII, LINE 2C PROCESS HAS NOT CHANGED DURING THE FISCAL YEAR.