2012-08-13T09:01:24-07:00 2011-12-31 DARNALL SIKES GARDES & FREDERICK CPAS P O Box 2517 Lafayette LA 705022517 990 2011-01-01 720513639 UNITED WAY OF ACADIANA INC UNIT 3372338302 PO BOX 52033 LAFAYETTE LA 70505 MARGARET TRAHAN 2012-08-09 true CHRIS MILLER CPA CVA 3372323312 2011 2016-02-24 21:20:13Z 4892787 false false X WWW.UNITEDWAYOFACADIANA.ORG X 1949 LA UNITED WAY OF ACADIANA IS WORKING TO BUILD A STRONG ACADIANA AND ADVANCE THE COMMON GOOD BY MOBILIZING OUR COMMUNITIES TO IMPROVE PEOPLE'S LIVES BY FOCUSING ON THE BUILDING BLOCKS OF GOOD LIFE: ESSENTIALS, EDUCATION, AND EARNINGS. 26 26 48 2379 0 4090540 4639268 0 48657 3552 172463 200089 4311660 4842909 1722134 1832255 0 1111597 1660164 0 580195 1090038 1159254 3923769 4651673 387891 191236 8103009 8110156 1595750 1404554 6507259 6705602 UNITED WAY OF ACADIANA ADVANCES THE COMMON GOOD BY CREATING OPPORTUNITIES FOR A BETTER LIFE FOR ALL. OUR FOCUS IS ON EDUCATION, EARNINGS, AND ESSENTIALS, THE BUILDING BLOCKS FOR A GOOD QUALITY OF LIFE. WE RECRUIT THE PEOPLE AND ORGANIZATIONS FROM ACROSS THE COMMUNITY WHO BRING THE PASSION, EXPERTISE AND RESOURCES NEEDED TO GET THINGS DONE. false false 3215993 1832255 UNITED WAY OF ACADIANA IS WORKING TO INCREASE THE NUMBER OF YOUNG PEOPLE WHO GRADUATE FROM HIGH SCHOOL ON TIME; TO HELP HARD WORKING, LOW-INCOME FAMILIES BECOME MORE FINANCIALLY STABLE BY BUILDING AND SUSTAINING APPRECIATING ASSETS; AND TO HELP RESIDENTS MEET THEIR BASIC NEEDS AFTER TEMPORARY FINANCIAL SETBACKS OR WIDE-SCALE DISASTER.TO MEET OUR GOAL FOR EDUCATION WE ARE WORKING TO HELP FAMILIES PREPARE THEIR CHILDREN TO ENTER KINDERGARTEN READY TO LEARN AND SUCCEED. BORN LEARNING, AN EARLY CHILDHOOD DEVELOPMENT CAMPAIGN, IS BASED ON THE IDEA THAT PARENTS ARE A CHILD'S FIRST TEACHER AND THAT LEARNING STARTS LONG BEFORE THE FIRST DAY OF SCHOOL. THE PROGRAM USES A COMBINATION OF MEDIA MESSAGES & EDUCATIONAL MATERIALS TO SHOW PARENTS AND CAREGIVERS HOW TO TURN EVERYDAY MOMENTS INTO LEARNING OPPORTUNITIES. IN 2011, WE PROVIDED 40,076 INFORMATION PACKETS TO PARENTS AND HAD OVER 329,000 CONTACTS WITH THE PUBLIC AT LARGE. IN ADDITION, THERE ARE 9 BORN LEARNING TRAILS IN PUBLIC PARKS THROUGHOUT OUR SERVICE AREA INCLUDING ONE BUILT IN LAFAYETTE'S BEAULLIEU PARK IN 2011. BECAUSE BABIES BORN HEALTHY ARE MORE LIKELY TO REACH THEIR DEVELOPMENTAL MILESTONES ON TIME, WE PARTNERED WITH THE LOUISIANA OFFICE OF PUBLIC HEALTH TO PROVIDE PRENATAL SUPPORT TO YOUNG WOMEN & TEENS IN THEIR FIRST PREGNANCIES THROUGH THE NURSE-FAMILY PARTNERSHIP. REGISTERED NURSES MAKE HOME VISITS TO PROVIDE EDUCATION; GUIDANCE AND SUPPORT UNTIL THE CHILD'S SECOND BIRTHDAY. IN 2011, 75 WOMEN PARTICIPATED IN THE PROGRAM. DOLLY PARTON'S IMAGINATION LIBRARY (DPIL) PROVIDES A NEW, AGE-APPROPRIATE BOOK EACH MONTH TO ENROLLED CHILDREN UP TO 5 YEARS OF AGE. THERE IS NO COST TO THE FAMILY TO PARTICIPATE IN THIS PROGRAM. RESEARCH SHOWS THAT THE BEST WAY TO HELP CHILDREN LEARN TO READ IS TO SIMPLY READ TO THEM; YET MOST HOMES IN POVERTY HAVE ON AVERAGE 4 BOOKS OR LESS. DPIL HELPS FAMILIES GIVE THEIR CHILDREN AN ENVIRONMENT THAT IS RICH IN EDUCATIONAL EXPERIENCES AND ENCOURAGES PARENTS TO SPEND TIME READING WITH THEIR CHILDREN. AS OF DECEMBER 2011, A TOTAL OF 7,012 CHILDREN HAD BEEN SERVED THROUGH DPIL.TO HELP MORE STUDENTS READ ON GRADE LEVEL BY 3RD GRADE, WE LAUNCHED UNITED WAY READERS IN OCTOBER 2011. THE PROGRAM PAIRS STRUGGLING READERS IN THE 1ST & 2ND GRADES WITH TRAINED VOLUNTEER TUTORS WHO PROVIDE A MINIMUM OF 30 MINUTES OF ADDITIONAL READING PRACTICE AT LEAST ONCE A WEEK. WE PILOTED THE PROGRAM IN SELECTED SCHOOLS IN ACADIA AND LAFAYETTE PARISHES, AND BY JANUARY 2012, 46% OF THE CHILDREN WHO PARTICIPATED FOR 10 WEEKS WERE READING ON GRADE LEVEL. THROUGH A FEDERAL GRANT THE UNITED WAY OF ACADIANA OPERATES AN EARLY HEAD START PROGRAM. THIS PROGRAM SERVES 103 FAMILIES WITH CHILDREN FROM BIRTH TO THREE YEARS OF AGE AND PREGNANT WOMEN RESIDING IN VERMILION PARISH AND LAFAYETTE PARISH, WITH THE EMPHASIS ON THE 70501 ZIP CODE AREA. THE PROJECT PROVIDES HIGH-QUALITY EARLY CHILDHOOD EDUCATION THAT ENHANCES PARTICIPATING CHILDREN'S PHYSICAL, SOCIAL, EMOTIONAL AND INTELLECTUAL DEVELOPMENT THROUGH BOTH HOME AND SITE BASED SERVICES. THE PROJECT ALSO ASSISTS PARENTS TO FULFILL THEIR PARENTAL ROLE AND TO MOVE TOWARD SELF-SUFFICIENCY. 388971 THE VISION FOR UNITED WAY OF ACADIANA IS TO BUILD A STRONG ACADIANA AND ADVANCE THE COMMON GOOD BY MOBILIZING COMMUNITIES TO IMPROVE PEOPLE'S LIVES. THE VOLUNTEER CENTER IS INTEGRAL TO OUR MISSI0N - "VOLUNTEERS, RESOURCES, SOLUTIONS" - & IS THE PRIMARY CONDUIT FOR CIVIC ENGAGEMENT & SELFLESSLY GIVING BACK TO THE COMMUNITY. THE VOLUNTEER CENTER USES HANDS ON CONNECT TO LINK UNAFFILIATED VOLUNTEERS WITH AVAILABLE OPPORTUNITIES, & STRIVES TO ALIGN THOSE OPPORTUNITIES WITH UWA'S COMMUNITY IMPACT ISSUE AREAS. THE VOLUNTEER CENTER MAINTAINS A BASE OF ACTIVE VOLUNTEERS WHO CAN RESPOND QUICKLY & EFFECTIVELY TO COMMUNITY-WIDE DISASTERS. IN 2011, 2074 PEOPLE PARTICIPATED IN DIRECT VOLUNTEER OPPORTUNITUES, PROVIDING OVER 6830 HOURS OF SERVICE AT AN ESTIMATED VALUE OF OVER $145,878. 164252 Earn it! Keep It! Save It! (EKS) HELPS INDIVIDUALS & FAMILIES BECOME MORE ECONOMICALLY SECURE BY HELPING THEM INCREASE THEIR INCOME, IMPROVE THEIR FINANCIAL SKILLS, AND DEVELOP SAVINGS PLANS TO PURCHASE APPRECIATING ASSETS. THE FIRST PHASE OF EKS FOCUSES ON INCREASING AWARENESS OF THE EARNED INCOME CREDIT (EIC) & INCREASIING ACCESS TO FREE VOLUNTEER TAX ASSISTANCE (VITA). IN 2011, THE 12 VITA SITES WITH WHICH WE PARTNERED HELPED 1,188 PEOPLE CLAIM $1.85 MILLION IN EIC IN 2011. WE ALSO WORKED WITH 19 LOCAL NON-PROFIT AGENCIES AND BUSINESSES TO OFFER FINANCIAL LITERACY EDUCATION. SINCE THE START OF THIS PROJECT, 410 INDIVIDUALS TOOK PART IN TRAININGS. OF THOSE, 200 REPORTED OPENING CHECKING OR SAVINGS ACCOUNTS. IN ADDITION, WE ARE DISTRIBUTING THE FAMILYWIZE FREE PRESCRIPTION DRUG DISCOUNT CARDS, WHICH PROVIDE AN AVERAGE DISCOUNT OF 35%, OR $20, PER PRESCRIPTION FOR MEDICATIONS NOT COVERED BY INSURANCE, MEDICAID, MEDICARE OR OTHER BENEFIT PLANS. THE FAMILYWIZE CARD IS ACCEPTED AT MOST PHARMACIES IN OUR SERVICE AREA AND CAN BE USED BY ANYONE FREE OF CHARGE THAT DOES NOT HAVE HEALTH INSURANCE OR PRESCRIPTION BENEFITS COVERAGE.IN MARCH 2011, A TORNADO STRUCK RAYNE, LA, DAMAGING 75 STRUCTURES. OF THOSE, 48 WERE HOMES BELONGING TO FAMILIES WHOSE TOTAL INCOME WAS LESS THAN 250% OF THE POVERTY THRESHOLD. WE WERE ASKED TO CONVENE AND LEAD A LONG-TERM RECOVERY COALITION THAT ASSISTED 100% OF THE FAMILIES IN NEED TO REBUILD AND RECOVER. LATER THAT SPRING, SEVERAL ST. MARTIN PARISH RESIDENTS HAD TO EVACUATE THEIR HOMES BECAUSE OF IMPENDING FLOODS FOR THE OPENING OF THE MORGANZA SPILLWAY. MANY WHO COMPLIED WITH THE EVACUATION ORDER DEPLETED THEIR FINANCES TO TEMPORARILY RELOCATE TO A SAFER AREA. WE COMPLIED WITH ALL RELIEF REQUESTS FROM ELIGIBLE FAMILIES AFTER THE CRISIS. AS PART OF OUR EFFORTS TO TACKLE THESE ISSUES, UNITED WAY OF ACADIANA PROVIDED GRANT AWARDS TO OTHER NONPROFIT ORGANIZATION TOTALING $1,715,175 TO SUPPORT 47 PROGRAMS TO ACHIEVE COMMON OBJECTIVES IN EDUCATION, EARNINGS AND ESSENTIALS. 3769216 true true false false false false false false false true true false false false true false true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false true 4 0 true 48 true false false false false false false false false false false false 0 false false false false false false false false false false false X 26 26 false false false false false false false true true false false false true true true true true true true true false false LA X X LORI PETRIE 3377061229 215 E PINHOOK ROAD LAFAYETTE LA 70501 JOHN W WRIGHT 5.00 X X 0 0 0 JERRY PREJEAN 3.00 X X 0 0 0 JULIO NAUDIN 1.00 X 0 0 0 ALISON HOWARD 1.00 X 0 0 0 PATRICK WILLIAMS 1.00 X 0 0 0 DONNA LANDRY 3.00 X X 0 0 0 JERRY VASCOCU 1.00 X 0 0 0 KENNY MAGGARD 1.00 X 0 0 0 MICHAEL WACK 1.00 X 0 0 0 SHAWN WILSON 1.00 X 0 0 0 JAY JACKSON 1.00 X 0 0 0 PAULA MONTGOMERY 1.00 X 0 0 0 DR EDDIE C PALMER 1.00 X 0 0 0 GUY CORMIER 1.00 X 0 0 0 IAN MACDONALD 3.00 X X 0 0 0 JENNIFER JACKSON 1.00 X 0 0 0 R HAMILTON DAVIS 3.00 X X 0 0 0 WILLIAM BARROW 3.00 X X 0 0 0 SCOTT DOMINGUE 1.00 X 0 0 0 JERRY CALLIER 1.00 X 0 0 0 DAVID H WELCH 10.00 X X 0 0 0 ANN HARDY 1.00 X 0 0 0 BENJAMIN J BERTHELOT 3.00 X X 0 0 0 DR KENNETH E BROWN MD 1.00 X 0 0 0 ROBBIE BUSH 1.00 X 0 0 0 ROBERT EDDY 3.00 X X 0 0 0 LORI PETRIE 50.00 X 22027 0 0 MARGARET TRAHAN 60.00 X 94133 0 0 116160 0 false false false 0 92312 1946203 2600753 4639268 0 36760 36760 0 0 200089 200089 200089 200089 16670 49878 -33208 -33208 -33208 0 0 0 0 4842909 203641 1832255 1832255 0 0 0 116160 74343 10454 31363 0 1235847 790616 105512 339719 0 202633 136549 19685 46399 105524 67891 9103 28530 0 0 47500 12350 35150 0 0 0 0 23485 12394 3465 7626 0 0 0 0 67500 48854 7515 11131 0 21386 18735 2304 347 45613 45613 31995 31995 73984 61408 7398 5178 41895 37758 2756 1381 SUPPLIES 103325 93595 5954 3776 Printing and Publications 137466 113147 7497 16822 MISCELLANEOUS 60068 31470 7770 20828 MATERIAL ASSISTANCE 87297 87297 CONTRACT LABOR 175869 148156 16054 11659 241871 124790 61645 55436 4651673 3769216 302262 580195 35125 27596 1918451 1073100 2528480 2643245 0 0 0 5032 16178 0 98693 76327 3706388 434365 2541651 3272023 975577 1001687 0 0 0 0 8103009 8110156 91683 451874 820870 683197 952680 1595750 1404554 X 4633968 3268453 1160436 1463395 712855 1973754 6507259 6705602 8103009 8110156 X 191236 7107 X false true true X true true X 4188713 3707831 3741075 4090540 4639268 20367427 0 0 4188713 3707831 3741075 4090540 4639268 20367427 699800 19667627 397201 270887 270050 221120 236849 1396107 0 0 21763534 0.90370 0.92770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 975577 379 25731 1001687 820097 55245 108714 8479 975577 679496 5543 135058 820097 0.71000 0.29000 false false false 585000 585000 2891937 247249 2644688 229451 187116 42335 3272023 GRANTS PAYABLE 123359 DONOR DESIGNATIONS PAYABLE 829321 952680 4842909 4651673 191236 7107 7107 198343 4120039 7107 7107 4112932 729977 729977 4842909 3921696 3921696 729977 729977 4651673 Part XIII, Line 4b Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S Donor Designated Pledges $729977 Part XII, Line 4b Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S Donor Designated Pledges $729977 Part V, Line 4 Part V, Line 4: Intended uses of the endowment fund. THE INTENDED USE OF THE ENDOWMENT FUND IS TO SUPPORT NEWLY EMERGING PROGRAMS TO FILL GAPS IN SERVICES, FUND EXTERNAL COMMUNITY PROGRAMS AND AUGMENT INTERNAL OPERATIONS. true VITA 905 JEFFERSON STREET SUITE 404 LAFAYETTE LA 70501 720954229 501(c)(3) 83568 0 ADULT BASIC LITERACY VERMILION PARISH PUB SCHOOL 220 JEFFERSON STREET ABBEVILE LA 70510 726001434 501(c)(3) 11452 0 EDUCATION UNITED WAY OF ACADIANA 215 E PINHOOK RD LAFAYETTE LA 70501 720513639 501(c)(3) 70000 0 PACT GRANTS ST MARTIN PARISH SCHO 305 WASHINGTON STREET ST MARTINVILLE LA 70582 726001274 501(c)(3) 40534 0 ACCESS TO CARE ST MARTIN COUNCIL ON AGING 511 WILD CHERRY LANE BREAUX BRIDGE LA 70517 720758720 501(c)(3) 12336 0 HOME DELIVERED MEALS SMILE PO BOX 3343 LAFAYETTE LA 70502 720648848 501(c)(3) 12000 0 HELPING NEEDY SECOND HARVEST FOOD BANK 700 EDWARDS AVENUE NEW ORLEANS LA 70123 720956768 501(c)(3) 30000 0 feeding the needy SALVATION ARMY PO BOX 3504 LAFAYETTE LA 70502 630288866 501(c)(3) 20000 0 SOCIAL SERVICES, SHELTER MARTIN PETITJEAN ELEM 4039 CROWLEY RAYNE HWY RAYNE LA 70578 726000009 501(c)(3) 12819 0 EDUCATION LAFAYETTE COUNCIL ON AGING 160 INDUSTRIAL PKWY LAFAYETTE LA 70508 720649877 501(c)(3) 15250 0 HOME DELIVERED MEALS LAFAYETTE COMMUNITY HEALTH CARE CLINIC 1317 JEFFERSON STREET LAFAYETTE LA 70501 721221982 501(c)(3) 141190 0 COMMUNITY PHARMACY LAFAYETTE CATHOLIC SERVICES PO BOX 3177 LAFAYETTE LA 70502 720977497 501(c)(3) 90971 0 HOMELESS MEALS/SHELTER JUNIOR ACHIEVEMENT OF ACADIANA PO BOX 52148 LAFAYETTE LA 70505 841267604 501(c)(3) 47100 0 educating, workforce readiness IBERIA HEALTH CENTER 806 JEFFERSON TERRACE BLVD NEW IBERIA LA 70560 582164455 501(c)(3) 50974 0 HEALTH CARE HOSPICE OF ACADIANA 2600 JOHNSTON STREET LAFAYETTE LA 70503 720966231 501(C)3 11352 0 INDIGENT PROGRAM HEARTS OF HOPE 911 GENERAL MOUTON AVE LAFAYETTE LA 70501 721321800 501(c)(3) 79653 0 INTERVENTION ED FOOD NET PO BOX 53997 LAFAYETTE LA 70505 581990111 501(c)(3) 34545 0 FOOD FOR FAMILIES FAMILY TREE PO BOX 2386 LAFAYETTE LA 70502 720879405 501(c)(3) 81535 0 COUNSELING & EDUCATON PROGRAM FAMILY SERVICE DIVISION 300 Iberia St Suite 200 New Iberia LA 70560 721112483 501(c)(3) 76018 0 COUNCILING FOR ED FAITH HOUSE PO BOX 93145 LAFAYETTE LA 70509 720910067 501(c)(3) 86528 0 SHELTER PROGRAM CFC CAMPAIGN DISTRIBUTIONS PO BOX 52033 LAFAYETTE LA 70505 720513639 501(c)(3) 90821 0 multiple BOYS AND GIRLS CLUB OF ACADIANA PO BOX 62166 LAFAYETTE LA 70596 720940072 501(c)(3) 173693 0 EDUCATION, CAREER, HEALTH, LIFE BIG BROTHER BIG SISTER 123 E MAIN STREET LAFAYETTE LA 70501 581634741 501(c)(3) 107812 0 COMMUNITY AND SCHOOL MENTORING BAYOU GIRL SCOUT COUNCIL 1720 KALISTE SALOOM ROAD LAFAYETTE LA 70508 720488660 501(c)(3) 46097 0 GIRL SCOUT TROOP PROGRAM ASSIST AGENCY PO BOX 1404 CROWLEY LA 70527 720786459 501(c)(3) 8400 0 PHARMACEUTICAL & CRISIS ASSISTANCE AMERICAN RED CROSS - ACADIANA PO BOX 62419 LAFAYETTE LA 70593 720460818 501(c)(3) 202336 0 DISASTER SERVICES ACADIANA OUTREACH CENTER PO BOX 2747 LAFAYETTE LA 70502 581925867 501(c)(3) 20271 0 ENHANCED I&R SERV. 232-HELP CONTRACT PO BOX 52763 LAFAYETTE LA 70505 720628109 501(c)(3) 175000 0 ENHANCED I & R SERVICES 28 0 Grantmaker's Description of How Grants are Used ALL FUNDED AGENICES COMPLETE A QUARTERLY PERFORMANCE REPORT AND END OF YEAR FINAL GRANT REPORT. THE REPORT INCLUDES INFORMATION TO TRACK PROGRAM INPUTS, ACTIVITIES, OUTPUTS AND OUTCOMES ACHIEVED. THE FUNDED AGENCY MUST EXPEND FUNDS IN ACCORDANCE WITH THE TERMS SET FORTH IN THE UWA APPROVED PROGRAM BUDGET. THE FUNDS MAY NOT BE EXPENDED FOR ANY OTHER PURPOSE WITHOUT PRIOR WRITTEN APPROVAL BY UWA. THE FUNDED AGENCY MUST PROVIDE PROOF OF 501C3 STATUS, IF APPLICABLE, AN IRS FORM 990, AGENCY BY-LAWS, FINANCIAL AUDITS AND MANAGEMENT LETTERS, BOARD MINUTES AND ACCREDITATION CERTIFICATIONS. Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available UNITED WAY OF ACADIANA MAKES AVAILABLE FOR PUBLIC VIEWING, UPON REQUEST, FINANCIAL DOCUMENTATION THAT MAY INCLUDE BUT NOT BE LIMITED TO, ARTICLES OF INCORPORATION; ANNUAL AUDIT; FORM 990; AND ALL POLICIES AND PROCEDURES FINANCIAL STATEMENTS ARE ALSO MADE AVAILABLE UPON REQUEST. Form 990, Part VI, Line 15b Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees THE PROCESS FOR DETERMING COMPENSATION OF KEY EMPLOYEES AS REPORTED IN PART VII INCLUDES AN INITIAL REVIEW AND APPROVAL BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE PRESENTS A RECOMMENDATION TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL.THE COMPENSATION LEVEL FOR THE KEY EMPLOYEES IS BASED ON COMPARISON TO THE SALARY RANGE FOR A POSITION OF SIMILAR RESPONSIBILITIES WITHIN THE UNITED WAY WORLDWIDE SYSTEM. THE REVIEW AND APPROVAL PROCESSES ARE DOCUMENTED THROUGH EACH COMMITTEE AND BOARD MEETING MINUTES. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts ANNUALLY, ALL POLICIES ARE REVIEWED AND REVISED. BOARD MEMBERS ARE BRIEFED ON STATUS OF COMPLIANCE WITH EACH POLICY. BOARD MEMBERS ARE MANDATED TO EXCUSE HIM/HERSELF FROM ANY ACTION WHERE A CONFLICT MAY ARISE. SUCH ACTION IS DOCUMENTED IN THE MINUTES OF THE MEETING. BOARD MEMBERS ANNUALYY SUBMIT A DISCLOSURE FORM REGARDING CONFLICT OF INTEREST. THESE DISCLOSURE FORMS ARE KEPT ON FILE. Form 990, Part VI, Line 11 Form 990, Part VI, Line 11: Form 990 Review Process Part VI. Section A. Governing Body and Management - 8a; 8bThe Executive Committee consists of the officers of the Board of Directors. The Executive committee has and exercises all the powers of the Board of Directors subject to such limitations as the law of the State of Louisiana or resolutions that the Board of Directors may impose, and has the power to affix the seal of the corporation to all papers requiring it. The Chairman of the Board serves as chairperson of the Executive Committee. The Executive committee has the power to make rules and regulations for the conduct of its business. Regular minutes of its proceeds are kept and reported to the Board of Directors. In matters requiring immediate action, the Executive committee may act on behalf of the Board of Directors, except to amend bylaws; adopt a plan of merger or consolidation; sell, lease, exchange, mortgage, pledge or make any other disposition of any of the property and assets of the organization. The Executive Committee's responsibilities include submitting recommendations for Board actions regarding the management and administration of the affairs of the organization, recommendations for Board action on the United Way's internal budget, and recommendations for Board action on the employment of the President. The Executive Committee submits nominations as needed for the Board of Governors to the Board of Directors.Part VI. Section B. REVIEW PROCESS - 11AThe annual audit report and Form 990 is presented to the United Way Audit Committee for review and approval prior to presentation to the Board of Directors. The Audit Committee Chairman presents the Audit Committee report to the Board for approval. The review and approval process are documented through both Audit Committee and Board minutes.