2012-11-12T11:47:00-06:00 2012-06-30 GRANT THORNTON LLP 175 W JACKSON BLVD STE 2000 CHICAGO IL 60604 990 2011-07-01 237144594 South-Southwest Suburban United Way % JENNIFER FRONEK SOUT 7082487910 4747 Lincoln Mall Drive Matteson IL 60443 JOHN HRISNEY 2012-11-12 true JULIE A DEE 3128560200 2011 2016-02-24 21:20:13Z X Yvonne Orr 560 WEST LAKE STREET CHICAGO IL 60661 2046522 false 4371 X www.uw-mc.org/southland/ X 2004 IL The South-Southwest Suburban United Way improves lives by mobilizing caring people to invest in the community where their resources are needed most. 19 19 5 19 0 2013942 1983570 0 0 2345 1744 -683 39155 2015604 2024469 1656928 1585080 0 0 144903 158714 0 0 70689 94263 99632 1896094 1843426 119510 181043 731567 864957 12825 4266 718742 860691 X South-Southwest Suburban United Way improves lives by mobilizing caring people to invest in the community where their resources are needed most. South-Southwest Suburban United Way strives to eradicate generational poverty and government dependency by addressing long-standing disparities in health, income and education in order to empower individuals and families to become self-sufficient and to deliver positive, measurable community impact. false false 1046495 997628 We work to reduce the incidence of chronic disease and eliminate the barriers to necessary health services. We stabilize families and individuals in a crisis; mobilize our community to create safe places and a healthy environment; increase physical activity and healthy eating behaviors and reduce barriers to health care access by connecting people to medical homes. 495567 472426 We prepare children to enter kindergarten ready to learn; keep teens in school and ensure they graduate on time. We do this by supporting programs that work to narrow the educational gap via childhood education programs, as well as programs all throughout a childs life. Our strategy: provide a continuum of support throughout a childs life including early childhood education programs; after-school and summer activities; tutoring and mentoring; community schools and other innovative approaches. We also advocate for policies that lead to increased graduation rates. 110143 105000 We lead a financial stability initiative that brings together community experts to determine the right mix of programs that give people the opportunity to become financially stable. We provide funds to the best programs across the region that collectively offer job training and placement, access to income supports such as the earned income tax credit and other state and federal benefits for working families. These programs are complemented by educational services that teach people about banking, credit, saving and investment, as well as access to tax preparation services and matched savings programs. 10518 10026 1662723 true true false false false false false false false false true false false false false true false true false false false false false false true false false true false false false false false false false false false false false false false false false false false false false false true X 1 0 true 5 true false false false false false false false false false false X 19 19 false true false false false false true true true false false true true true true true true true false false IL X JENNIFER FRONEK 3129062312 560 WEST LAKE STREET CHICAGO IL 60661 DOROTHY ARMSTRONG 1.5 X 0 0 0 MAYME BUCKLEY 3.0 X 0 0 0 ISAAC B GREENE 0.5 X 0 0 0 HANNAH HAYES 4.0 X X 0 0 0 JOHN HRISNEY 4.0 X X 0 0 0 REVEREND LARRY L JACKSON 4.0 X X 0 0 0 ELLIOTT H JOHNSON 4.0 X X 0 0 0 JOHNNIE OWENS JR 0.5 X 0 0 0 JAY READEY 3.0 X 0 0 0 GERRI SMOTHERS 4.0 X X 0 0 0 RITA TAYLOR-NASH 3.0 X 0 0 0 R Scott Frech 3.0 X 0 0 0 Mauricio Lopez 3.0 X 0 0 0 LaRoy Mack 1.5 X 0 0 0 Debra Meyers Martin 1.5 X 0 0 0 Dr Christal West Md 1.5 X 0 0 0 Johanns Williams 3.0 X 0 0 0 Mike Wojcik 1.5 X 0 0 0 TaQuoya Kennedy 0.5 X 0 0 0 Karen Ortmann 0.5 X 0 0 0 Christine White 0.5 X 0 0 0 Vernard Alsberry 4.0 X 0 0 0 Marcia Reed-Woodard 1.0 X 0 0 0 Jennifer Artis 1.0 X 0 0 0 Jennifer Murray 1.0 X 0 0 0 Yvonne Orr 37.5 X 9280 0 0 9280 0 0 0 false false false 0 38001 1945569 84 1983570 0 1744 1744 0 0 0 61208 22053 39155 39155 0 0 0 2024469 40899 1585080 1585080 0 0 0 46894 17351 15475 14068 0 86709 32082 28614 26013 2237 828 738 671 11763 4352 3882 3529 11111 4111 3667 3333 41000 41000 0 0 0 0 0 0 0 10315 3142 2802 4371 0 0 27986 10355 9235 8396 9390 3474 3099 2817 0 2247 868 539 840 0 0 0 100 37 33 30 MAILING LIST 5776 5776 EQUIPMENT RENTAL & MAINT. 2567 950 847 770 MEMBERSHIPS 251 93 83 75 1843426 1662723 110014 70689 0 0 441682 689316 154931 152786 0 0 0 0 0 0 0 0 0 0 3152 1452 1095 1095 0 0 0 0 0 0 0 0 131802 21403 731567 864957 12688 4266 0 0 0 0 0 0 0 0 0 0 0 0 0 0 137 0 12825 4266 X 476413 706437 240861 152786 1468 1468 718742 860691 731567 864957 X 181043 -39094 X false true true X false X 3112300 3225249 1636162 2013942 1983570 11971223 3112300 3225249 1636162 2013942 1983570 11971223 1442806 10528417 15696 10126 5702 2345 1744 35613 575 17167 39235 990 61208 119175 12126011 0.86825 0.89716 X INCOME REPORTED ON LINE 10 WAS GENERATED BY SPECIAL EVENTS. THE SPECIAL EVENTs Were CONCEIVED TO GENERATE INCOME USED TO FUND THE SOUTH SOUTHWEST SUBURBAN UNITED WAY'S PROGRAM ACHIEVEMENTS AS DESCRIBED IN PART III LINES 4A THROUGH 4D. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1095 1095 0 0 0 0 2024469 1843426 181043 -39094 -39094 141949 1975346 -49123 -49123 2024469 2024469 1833397 1833397 10029 10029 1843426 Uncertain Tax Positions (FIN 48) Schedule D, Part X, Line 2 United Way Metropolitan Chicago, United Way of DuPage/West Cook, South-Southwest Suburban United Way, North Shore United Way, and Northwest Suburban United Way, have received a favorable determination letters from the Internal Revenue Service, stating that they are exempt from Federal income taxes under the provisions of 501(c)(3) of the Internal Revenue Code of 1986 (IRC), except for income taxes pertaining to unrelated business income. Accounting guidance requires tax effects from uncertain tax positions to be recognized in the financial statements only if the position is more likely than not to be sustained if the position were to be challenged by a taxing authority. Management has determined there are no material uncertain positions that require recognition in the financial statements. Additionally, no provision for income taxes is reflected in these financial statements. There is no interest or penalties recognized in the statement of activities or statement of position. The tax years ending 2008, 2009, 2010 and 2011 are still open to audit for both Federal and state purposes. Reconciliation of Revenue per Audited Fin. Stmts. with Revenue per Return Schedule D, Part XII, Line 2d Designations to Other Organizations Included in Income (10,029) Loss on 2010 Campaign Pledges (39,094) Total ($49,123) Reconciliation of Expenses per Audited Fin. Stmt. with Expenses per Return Schedule D, Part XIII, Line 4B Designations to Other Organizations Included in Income $10,029 Reconciliation of change in net assets from form 990 to audited fin. stmt. Schedule D, Part VI, Line 8 Loss on 2010 Campaign Pledges ($39,094) Golf Outing 56008 56008 55 525 7637 40 10882 Day at Races 5200 5200 16 2804 19 75 0 0 0 61208 61208 55 541 10441 59 10957 22053 39155 true Harold Colbert Jones Memorial Community Center 220 15th Street Chicago Heights IL 60411 362182055 501(c)(3) 154000 Program Support Catholic Charities of the Archdiocese of Chicago 721 North LaSalle Street Chicago IL 60654 362170821 501(c)(3) 120176 Program Support South Suburban Council on Alcoholism and Substance 1909 Cheker Square Hazel Crest IL 60429 362654921 501(c)(3) 118000 Program Support Metropolitan Family Services One North Dearborn Chicago IL 60602 362167940 501(c)(3) 100949 Program Support Grand Prairie Services 17746 Oak Park Ave Tinley Park IL 60477 362362364 501(c)(3) 100000 Program Support Southwest Community Services Inc 6775 Prosperi Dr Tinley Park IL 60477 237136028 501(c)(3) 85750 Program Support South Suburban PADS 414 Lincoln Hwy Chicago Heights IL 60411 363744405 501(c)(3) 70095 Program Support IL-WI Regional Sertoma Center for Communicative Di 10409 Roberts Rd Palos Hills IL 60465 362882864 501(c)(3) 70000 Program Support PLOWS Council on Aging 7808 College Dr Palos Heights IL 60463 362882809 501(c)(3) 70000 Program Support Bremen Youth Services 15350 Oak Park Oak Forest IL 60452 363502582 501(c)(3) 55000 Program Support Southland Health Care Forum 30 15th Street Chicago Heights IL 60411 571192504 501(c)(3) 44000 Program Support Southland Hispanic Leadership Council 21110 Western Ave Olympia Fields IL 60461 200879667 501(c)(3) 39000 Program Support South Suburban Family Shelter Inc PO Box 937 Homewood IL 60430 363089796 501(c)(3) 36500 Program Support YMCA of Metropolitan Chicago 801 North Dearborn Chicago IL 60610 362179782 501(c)(3) 35326 Program Support Sertoma Centre Inc 4343 West 123rd Street Alsip IL 60803 362720586 501(c)(3) 33167 Program Support Crisis Center for South Suburbia PO Box 39 Tinley Park IL 60477 363039964 501(c)(3) 30000 Program Support National Kidney Foundation of Illinois 215 West Illinois Street Chicago IL 60654 366009226 501(c)(3) 30000 Program Support YWCA Metropolitan Chicago 360 North Michigan Ave Chicago IL 60601 362179765 501(c)(3) 30000 Program Support New Hope Center Inc 1624 East 154th Street Dolton IL 60419 362441012 501(c)(3) 29750 Program Support National Able Network Inc 180 North Wabash Chicago IL 60601 237339397 501(c)(3) 29000 Program Support Safer Foundation 571 West Jackson Blvd Chicago IL 60661 362762168 501(c)(3) 29000 Program Support Respond Now PO Box 215 Chicago Heights IL 60411 237091808 501(c)(3) 28000 Program Support Blue Island Citizens for Persons with Developmenta 2155 Broadway Blue Island IL 60406 362603932 501(c)(3) 27750 Program Support Salvation Army The 5040 North Pulaski Road Chicago IL 60610 362167910 501(c)(3) 25425 Program Support Park Lawn School & Activity Center Inc 10833 South Laporte Ave Oak Lawn IL 60453 362806708 501(c)(3) 25000 Program Support Pillars 333 LaGrange Rd LaGrange Park IL 60526 364166490 501(c)(3) 24640 Program Support Aunt Martha's Youth Service Center Inc Governers Hwy Olympia Fields IL 60461 237188150 501(c)(3) 24000 Program Support Together We Cope 17010 Oak Park Ave Tinley Park IL 60477 363666952 501(c)(3) 20049 Program Support SouthSTAR Services 1005 West End Ave Chicago Heights IL 60411 237294685 501(c)(3) 17750 Program Support Ford Heights Community Service Organization Inc 943 East 14th Street Ford Heights IL 60411 362658308 501(c)(3) 17000 Program Support CEDA Center for Community Action 53 East 154th Street Harvey IL 60426 362597741 501(c)(3) 15025 Program Support White Crane Wellness Center 1657 West Foster Chicago IL 60640 363719545 501(c)(3) 11000 Program Support Aging Care Connections 111 West Harris Ave LaGrange IL 60525 362721289 501(c)(3) 10000 Program Support Legal Assistance Foundation of Metropolitan Chicag 111 West Jackson Blvd Chicago IL 60604 362754650 501(c)(3) 9960 Program Support No Wooden Nickels 840 Brown Ave Evanston IL 60202 203942589 501(c)(3) 8330 Program Support United Way of Metro Chicago 560 West Lake Street Chicago IL 606611499 362167037 501(c)(3) 6548 Program Support 36 Procedure for monitoring the use of grant funds in the U.S. Form 990, Schedule I, Part I, Line 2 South-Southwest Suburban monitors the use of grants in the United States by requiring agencies to submit, no less than annually, information related to programs being funded. Information may include, but is not limited to, client demographics, program activities, program measurements and program outcomes. United Way of Metropolitan Chicago and South-Southwest Suburban United Way staff also convene and correspond with grantees on a regular basis. Number of Volunteers Form 990, Part I, Line 6 THERE ARE 19 VOLUNTEERS SERVING ON THE BOARD IN SEVERAL COMMITTEES WHICH INCLUDE THE COMMUNITY IMPACT STEERING COMMITTEE, BOARD DEVELOPMENT COMMITTEE, NOMINATING COMMITTEE, RESOURCE DEVELOPMENT COMMITTEE, FINANCE COMMITTEE, AND EXECUTIVE COMMITTEE. All Other Achievements Form 990, Part III, Line 4D OTHER PROGRAM SERVICE ACHIEVEMENTS INCLUDE DESIGNATIONS TO OTHER 501(C)(3) ORGANIZATIONS PAID DIRECTLY BY THE DONOR AND OTHER EXEMPT PURPOSES. 1099s Transmitted by UWMC Form 990, Part V, Line 1a United Way of Metropolitan Chicago, Inc., as the common paymaster, has filed Forms 1099 to report certain amounts as required. W-3s Transmitted by UWMC Form 990, Part V, Line 2a United Way of Metropolitan Chicago, Inc., as the common paymaster, has filed Form W-3 to report certain amounts as required. Executive Committee Form 990, Part VI, LIne 1a The Board of Directors has delegated authority to the Executive Committee to conduct affairs of the Board of Directors between meetings of the Board as permitted by law and under the bylaws of South-Southwest. The Executive Committee consists of officers of South-Southwest and the chairpersons of the other standing committees of the Board. All such actions by the Executive Committee must be reported to the Board of Directors for appropriate action at the next meeting of the Board following such Executive Committee action. Governance Decisions Form 990, PART VI, LINE 7b United Way of Metropolitan Chicago, Inc. ("UWMC") is an Illinois non-profit philanthropic corporation whose mission is to improve lives in the metropolitan Chicago area by mobilizing caring people to invest in the community where resources are needed the most. UWMC and the following four Member United Ways ("MUWs") (collectively referred to as the "Organization") raise funds through community-wide campaigns: South-Southwest Suburban United Way ("South-Southwest") Northwest Suburban United Way ("Northwest") North Shore United Way ("North Shore") United Way of DuPage/West Cook ("DuPage/West Cook") EACH MUW IS REGISTERED WITH THE STATE OF ILLINOIS AND EACH ORGANIZATION FILES A SEPARATE FORM 990 INFORMATIONAL TAX RETURN. ONE COMBINED FINANCIAL STATEMENT AUDIT IS PERFORMED FOR UWMC AND ITS MUWS. EACH MUW BOARD OF DIRECTORS MUST VOTE ON A RESOLUTION TO ADOPT THE MEMBERSHIP AGREEMENT WITH THE UWMC THEREBY ACCEPTING COMPLIANCE WITH UWMC'S POLICIES, STANDARDS, AND CRITERIA OF MEMBERSHIP. THE MEMBERSHIP AGREEMENT IS SUBJECT TO APPROVAL AND RATIFICATION OF THE UWMC BOARD OF DIRECTORS. EACH MUW BOARD OF DIRECTORS IS GOVERNED BY BYLAWS THAT HAVE BEEN APPROVED BY UWMC. THE MEMBER ADVISORY COMMITTEE IS A COMMITTEE OF THE UWMC BOARD OF DIRECTORS COMPRISED OF TWO REPRESENTATIVES FROM EACH MUW AND FOUR REGIONAL SUBURBAN REPRESENTATIVES THAT ARE UWMC BOARD OF DIRECTOR MEMBERS. THE MEMBER ADVISORY COMMITTEE PROVIDES ADVICE, WITH RESPECT TO THE MUWS, TO THE UWMC BOARD OF DIRECTORS AS TO FUND DISTRIBUTIONS, AGENCY ALLOCATIONS, BUDGET, OPERATIONS, AND RELATED POLICIES. THE UWMC BOARD OF DIRECTORS HAS ULTIMATE AUTHORITY OVER POLICY AND APPROVAL OF AGENCY ALLOCATIONS. HISTORICALLY, THE UWMC BOARD OF DIRECTORS HAS HONORED THE RECOMMENDATIONS THAT HAVE BEEN PRESENTED BY THE MEMBER ADVISORY COMMITTEE ON BEHALF OF THE MUWS. EACH MUW IS CERTIFIED BY UNITED WAY WORLDWIDE AND THIS CERTIFICATION IS CONTINGENT ON THE MUWS ACTIVE MEMBERSHIP AGREEMENT WITH UWMC. UWMC PROVIDES FINANCE, ACCOUNTING, INFORMATION SYSTEMS, HUMAN RESOURCES, AND OTHER ADMINISTRATIVE SUPPORT TO THE MUWS. UWMC ACTS AS AN AGENT FOR THE MUWS IN PROCESSING PLEDGES, RECEIVING CASH ON PLEDGES, AND PAYING MUW ALLOCATIONS AND EXPENSES. CASH RECEIPT AND PAYMENT ACTIVITIES AND THE SUPPORT REIMBURSEMENT ARRANGEMENT TOGETHER RESULT IN INTERCOMPANY RECEIVABLES AND PAYABLES THROUGHOUT EACH FISCAL YEAR FOR UWMC AND THE MUWS. Form 990 Review Process Form 990, Part VI, Line 11 A REVIEW OF THE FORM 990 WAS CONDUCTED BY THE TREASURER FROM THE BOARD OF DIRECTORS AND THE CHIEF PROFESSIONAL OFFICER DURING A CONFERENCE PRIOR TO THE FILING OF THE FORM 990. DURING THE WEEK BEFORE THE CALL, A COPY OF THE FORM 990 was provided to the TREASURER AND CHIEF PROFESSIONAL OFFICER TO ALLOW ADVANCE TIME FOR THE REVIEW. THE CONFERENCE CALL WAS INITIATED BY THE VICE PRESIDENT OF FINANCE FOR THE UNITED WAY OF METROPOLITAN CHICAGO, INC. COMMENTS REGARDING THE PREPARATION OF THE FORM 990 WERE SHARED. QUESTIONS OR COMMENTS FROM THE TREASURER AND CHIEF PROFESSIONAL OFFICER CONCERNING THE FORM 990 WERE SOLICITED. FOLLOWING THE REVIEW THE FORM 990 WAS provided TO EACH OF THE VOTING MEMBERS OF THE BOARD DIRECTORS PRIOR TO THE FILING OF THE FORM 990. Written Conflict of Interest Policy Form 990, Part VI, Line 12 THE ORGANIZATION HAS A FORMALIZED BUSINESS ETHICS POLICY ("ETHICS POLICY"). THE ETHICS POLICY IS APPLICABLE TO ALL EMPLOYEES AND DIRECTORS OF THE BOARD OF THE UNITED WAY OF METROPOLITAN CHICAGO, INC. ("UWMC") AND DIRECTORS OF ITS MEMBER UNITED WAYS, SPOUSES, AND CLOSE FAMILY MEMBERS OF ALL OFFICERS AND EMPLOYEES. THE ETHICS POLICY ALSO APPLIES TO BOARD AND KEY COMMITTEES OF NOMINATING, FINANCE, AUDIT, MEMBER ADVISORY, ENDOWMENT AND DIVERSITY; COLLECTIVELY REFERRED TO AS THE "UWMC ORGANIZATIONAL MEMBERSHIP". THE ETHICS POLICY INCLUDES A CODE OF BUSINESS ETHICS SECTION COVERING, AMONG OTHER TOPICS, COMPLIANCE WITH LAWS, RULES AND REGULATIONS; CONFLICT OF INTEREST; BRIBES, KICKBACKS AND OTHER IMPROPER PAYMENTS; MISAPPROPRIATION OR DISREGARD OF DONOR, EMPLOYEE, OR CUSTOMER PRIVATE DATA; ACCOUNTING PRACTICES; PROVIDING AND ACCEPTING ENTERTAINMENT; RECEIVING GIFTS AND PRIZES; GIVING GIFTS; POLITICAL CONTRIBUTIONS AND ACTIVITY; AND RECORDS/COMMUNICATIONS. THE ETHICS POLICY ALSO CONTAINS INFORMATION ABOUT WHISTLEBLOWER PROTECTION, CERTIFICATION OF COMPLIANCE WITH THE ETHICS POLICY AND REPORTING ILLEGAL OR UNETHICAL BEHAVIOR. REGARDING CONFLICTS OF INTEREST, THE UWMC ORGANIZATIONAL MEMBERSHIP IS PROHIBITED FROM PARTICIPATING IN ANY OUTSIDE BUSINESS VENTURE FOR FINANCIAL GAIN OR OTHERWISE THAT CONFLICTS WITH THE ORGANIZATION'S ON-GOING OR PROPOSED ACTIVITIES. A MEMBER OF THE UWMC ORGANIZATIONAL MEMBERSHIP CANNOT ENGAGE IN UWMC BUSINESS WITH ANY FIRM IN WHICH A CLOSE RELATIVE HAS AN EXECUTIVE POSITION OR A SIGNIFICANT FINANCIAL INTEREST UNLESS SUCH TRANSACTIONS ARE APPROVED IN ADVANCE BY AN OBJECTIVE SENIOR OFFICER (PRESIDENT OR STAFF ETHICS OFFICER) AND ARE REPORTED IN THE COMPLIANCE QUESTIONNAIRE. EACH MEMBER OF THE UWMC ORGANIZATIONAL MEMBERSHIP IS ANNUALLY REQUIRED TO COMPLETE, SIGN AND FORWARD RESPONSES TO A COMPLIANCE QUESTIONNAIRE ADDRESSED TO THE PRESIDENT OF UWMC (THE QUESTIONNAIRE ADDRESSES COMPLIANCE WITH ALL ASPECTS OF THE ETHICS POLICY, INCLUDING CONFLICTS OF INTEREST). THE STAFF ETHICS OFFICER (BOARD SECRETARY) SUMMARIZES THE RESULTS OF THE ANNUAL CERTIFICATION PROCEDURE AND REPORTS THE RESULTS TO THE BOARD OF DIRECTORS ANNUALLY IN DECEMBER. IN ADDITION TO THE AFOREMENTIONED CERTIFICATION PROCEDURE, ALL EMPLOYEES ARE REQUIRED TO PROMPTLY REPORT TO SUPERVISORS OR OTHER APPROPRIATE PERSONNEL INCLUDING OFFICERS, ANY OBSERVED ILLEGAL OR UNETHICAL BEHAVIOR AND TO SEEK ADVICE WHEN IN DOUBT ABOUT A PARTICULAR SITUATION. EMPLOYEES OR OTHERS MAY FILE A REPORT WITH ETHICSPOINT, AN ANONYMOUS-SOURCE FACILITATOR, AT ETHICSPOINT.COM OR BY PHONING 1.888.353.5703 OR BY WRITING TO THE UWMC. ALL REPORTS WILL BE BROUGHT TO THE ATTENTION OF THE STAFF ETHICS OFFICER, CHIEF OPERATING OFFICER AND EXECUTIVE TEAM; EXCLUDED WILL BE ANY ONE OF THIS GROUP THAT IS IMPLICATED. THE STAFF ETHICS OFFICER (OR ALTERNATIVELY THE CEO AND CHIEF OPERATING OFFICER) WILL DETERMINE THE PROPER PATH OF RESOLUTION FOR ALL REPORTS MADE. ALL REPORTS RELATING TO FINANCIAL MATTERS WILL BE BROUGHT TO THE ATTENTION OF THE AUDIT COMMITTEE. IN APPROPRIATE CIRCUMSTANCES, REPORTS MAY BE REFERRED TO AN OUTSIDE FACILITATOR FOR FEEDBACK TO THE INDIVIDUAL FILING THE COMPLAINT. Process for Compensation Determination Form 990, Part VI, Line 15 COMPENSATION PROCESS FOR TOP OFFICIAL: THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF South-Southwest SUBURBAN UNITED WAY REVIEWS THE PERFORMANCE AND COMPENSATION OF THE CHIEF PROFESSIONAL OFFICER ("CPO"). ANY COMPENSATION ADJUSTMENTS ARE ALSO APPROVED BY THE EXECUTIVE COMMITTEE. A PERFORMANCE SELF-EVALUATION IS COMPLETED BY THE CPO AT THE CONCLUSION OF EACH FISCAL YEAR. THE PRESIDENT OF THE BOARD OF DIRECTORS AND THE SENIOR VICE PRESIDENT OF STRATEGY AND REGIONAL OPERATIONS AT THE UNITED WAY OF METROPOLITAN CHICAGO, INC. ("UWMC") REVIEW THE SELF-EVALUATION AND REACH CONSENSUS REGARDING THE CPO'S PERFORMANCE. THE BOARD PRESIDENT PRESENTS A SUMMARY OF PERFORMANCE REVIEW COMMENTS AND SALARY DATA TO THE EXECUTIVE COMMITTEE FOR THEIR CONSIDERATION AND APPROVAL. THE SALARY DATA, PROVIDED BY UWMC, CONSISTS OF A SALARY RANGE FROM UNITED WAY WORLDWIDE SALARY DATA FOR AN EQUIVALENT POSITION AT OTHER SIMILARLY-SIZED UNITED WAY ORGANIZATIONS. THE DECISION OF THE EXECUTIVE COMMITTEE IS DOCUMENTED IN MEETING MINUTES. THIS REVIEW OF THE CPO PERFORMANCE AND SALARY WAS MOST RECENTLY PERFORMED FOR THE FISCAL YEAR ENDED JUNE 30, 2012. South-SouthWEST SUBURBAN UNITED WAY DOES NOT HAVE ANY OTHER OFFICERS OR KEY EMPLOYEES (AS DEPICTED ON FORM 990 PART VI, LINE 15B) THAT RECEIVE COMPENSATION. THE ONLY INDIVIDUAL THAT RECEIVES SUCH COMPENSATION IS THE CPO. the process for determining compensation for the cpo is described above. Documents Made Available to the Public Form 990, Part VI, Line 18 The following organizations are affiliated with the United Way of Metropolitan Chicago ("UWMC"): United Way of DuPage/West Cook North Shore United Way South-Southwest Suburban United Way Northwest Suburban United Way The Internal Revenue Service ("IRS") has recognized this group of organizations (referred by the IRS as "subordinates") as tax-exempt because they are affiliated with the UWMC. This avoids the need for each of the organizations to apply for exemption individually. A group exemption letter issued by the IRS has the same effect as an individual exemption letter except that it applies to more than one organization. UWMC was issued a determination letter in 2004 and the UWMC is exempt under section 501(c)(3) of the Internal Revenue Code. In addition, the IRS recognizes these subordinates as exempt from Federal income tax. Form 1023 is available on UWMC's website at www.uw.mc.org. South- Southwest Suburban United Way makes its form 990 available upon request. Documents Made Available to the Public Form 990, Part VI, Line 19 South-Southwest SUBURBAN UNITED WAY MAKES ITS GOVERNING DOCUMENTS, THE BYLAWS AND ARTICLES OF INCORPORATION, AVAILABLE UPON REQUEST. THE MOST RECENT AUDITED FINANCIAL STATEMENTS AND A LINK TO ETHICSPOINT ARE AVAILABLE ON THE South-Southwest Suburban UNITED WAY WEBSITE (HTTP://WWW.UW-MC.ORG/NORTHWEST/). ETHICSPOINT IS A CUSTOMIZED PAGE CREATED FOR UNITED WAY OF METROPOLITAN CHICAGO, INC. AND ITS MEMBER UNITED WAYS. WITHIN ETHICSPOINT, THERE IS A LINK TO THE BUSINESS ETHICS POLICY CONTAINING THE CONFLICT OF INTEREST POLICY. Administrative Support Reimbursement Form 990, Part IX, Line 11a THE AMOUNT INCLUDED IN THIS LINE REPRESENTS THE REIMBURSEMENT MADE BY South-SouthWEST SUBURBAN UNITED WAY TO THE UNITED WAY OF METROPOLITAN CHICAGO, INC. FOR THE ADMINISTRATIVE SUPPORT DESCRIBED ELSEWHERE IN SCHEDULE O. Other changes in net assets or fund balances Form 990, Part XI, Line 5 Loss on 2010 Campaign Pledges ($39,094)