2011-07-07T12:24:47-05:00 2010-12-31 WIPFLI LLP 2 COPELAND AVENUE SUITE 301 LA CROSSE WI 54603 990 2010-01-01 390848188 GREAT RIVERS UNITED WAY INC GREA 6087961400 1855 MAIN STREET ONALASKA WI 54650 JAMES FALVEY 6087961400 2011-06-28 1 JOHN R HONADEL CPA 6087847300 2011-06-24 2010 2016-02-24 21:20:13Z JAMES FALVEY 1855 MAIN STREET ONALASKA WI 54650 2128658 0 X WWW.GREATRIVERSUNITEDWAY.ORG X 1954 WI GREAT RIVERS UNITED WAY IS WORKING TO ADVANCE THE COMMON GOOD TO CREATE OPPORTUNITIES FOR A BETTER LIFE FOR ALL. GREAT RIVERS UNITED WAY FOCUSES ON THE BUILDING BLOCKS FOR A GOOD LIFE:-EDUCATION - HELPING CHILDREN AND YOUTH ACHIEVE THEIR POTENTIAL-INCOME - PROMOTING FINANCIAL STABILITY AND INDEPENDENCE-HEALTH - IMPROVING PEOPLE'S HEALTHEVERYONE DESERVES OPPORTUNITIES TO HAVE A GOOD LIFE: A QUALITY EDUCATION THAT LEADS TO A STABLE JOB, ENOUGH INCOME TO SUPPORT A FAMILY THROUGH RETIREMENT, AND GOOD HEALTH.ADVANCING THE COMMON GOOD IS LESS ABOUT HELPING ONE PERSON AT A TIME AND MORE ABOUT CHANGING SYSTEMS TO HELP ALL OF US. WE ARE ALL CONNECTED AND INTERDEPENDENT. WE ALL WIN WHEN A CHILD SUCCEEDS IN SCHOOL, WHEN FAMILIES ARE FINANCIALLY STABLE, WHEN PEOPLE ARE HEALTHY.UNITED WAY'S GOAL IS TO CREATE LONG-LASTING CHANGES BY ADDRESSING THE UNDERLYING CAUSES OF THESE PROBLEMS. LIVING UNITED MEANS BEING A PART OF THE CHANGE. 26 26 9 577 0 0 1796845 2084190 3137 4297 14476 12544 41968 27627 1856426 2128658 1360790 1652711 0 0 322823 325705 0 0 209975 135487 142705 1819100 2121121 37326 7537 3050045 3308606 1383721 1634745 1666324 1673861 X OUR MISSION IS TO IMPROVE THE QUALITY OF LIFE IN OUR REGION BY ASSESSING COMMUNITY NEEDS, BY RAISING AND DISTRIBUTING RESOURCES TO RESPOND TO IDENTIFIED NEEDS, AND BY PROVIDING LEADERSHIP TO SOLVE COMMUNITY PROBLEMS. 0 0 1726322 4297 FUND DISTRIBUTION PROGRAM-UNITED WAY VOLUNTEERS, WITH THE SUPPORT OF UNITED WAY STAFF PERFORM AN IN-DEPTH REVIEW AND ALLOCATE FUNDS FROM THE ANNUAL PLEDGE DRIVE TO 29 LOCAL PARTNER AGENCIES. THE AGENCIES PROGRAMS MUST ADDRESS IDENTIFIED COMMUNITY NEEDS, TRACK PROGRAM OUTCOMES AND ACHIEVE POSITIVE RESULTS IN THE FOLLOWING IMPACT AREAS: EDUCATION, INCOME AND HEALTH. VENTURE GRANTS WERE ALSO AWARDED TO 27 LOCAL 501(C)(3) HEALTH AND HUMAN SERVICE ORGANIZATIONS. VENTURE GRANTS ARE TIME-LIMITED, NON-RENEWABLE GRANTS. VENTURE GRANTS ARE INTENDED TO PROVIDE SHORT-TERM SUPPORT TO ENHANCE THE EXISTING CAPACITY OF AGENCIES OR TO ASSIST IN THE DEVELOPMENT OF NEW STRATEGIES OR PROGRAMS. 67967 COMMUNITY BUILDING PROGRAM - COMMUNITY PROBLEM SOLVING EFFORT WHICH INCLUDES, BUT NOT LIMITED TO, UNITED WAY STAFF INVOLVEMENT AND RESOURCES FOR HEALTHY COMMUNITY PARTNERSHIPS, FAMILY POLICY GOVERNING BOARD, PREVENTION NETWORK, LA CROSSE COUNTY HOUSING COMMISSION, POVERTY TASK FORCE, FAMILY & CHILDREN'S MANAGEMENT COUNCIL, TRI-CAMPUS COMMUNITY AND LA CROSSE AREA CHAMBER OF COMMERCE YOUTH LEADERSHIP.UNITED WAY BEGAN THE PROCESS OF CONDUCTING A COMPASS NOW HEALTH AND HUMAN SERVICES ASSET AND NEEDS ASSESSMENT WITH LOCAL PARTNERS. THIS EFFORT HELPS IDENTIFY HEALTH AND HUMAN SERVICE CRITICAL ISSUES, WHAT RESOURCES CURRENTLY EXIST FOR THESE ISSUES AND WHAT RESOURCES MAY BE MISSING TO ADDRESS THESE NEEDS IN OUR FIVE COUNTY AREA (HOUSTON (MN), LA CROSSE, MONROE, TREMPEALEAU AND VERNON (WI)). THIS ONGOING PROGRAM WILL FACILITATE COMMUNICATION AND HELP SUPPORT THE COMMUNITIES IN CREATING COMMUNITY ACTION PLANS. A COMPLETE COMPASS NOW ANALYSIS WILL BE AVAILABLE IN LATE 2011 AND WILL PROVIDE DETAILED DATA AND ASSESSMENT RESULTS FOR EACH OF THE FIVE COUNTIES SURVEYED. 32857 LABOR RELATIONS PROGRAM - IS A COMMUNITY SERVICES PROGRAM FOCUSED ON IMPROVING HEALTH AND WELFARE SERVICES THAT ARE PROVIDED TO THE WORKING COMMUNITY BY SUPPORTING PROJECTS THAT INCLUDE, BUT NOT LIMITED TO ADVOCACY AND INTERVENTION SERVICES, SERVICES TO THE UNEMPLOYED AND DISLOCATED WORKERS, LETTER CARRIERS FOOD DRIVE, AND HOLIDAY PROGRAMS THAT SUPPORT LOWER INCOME COMMUNITY MEMBERS. 15833 VOLUNTEER CENTER - THE GREAT RIVERS UNITED WAY OPERATES A VOLUNTEER CENTER THAT PROMOTES AND FACILITATES VOLUNTEER ACTIVITIES TO ENHANCE THE QUALITY OF LIFE IN OUR COMMUNITY. THE VOLUNTEER CENTER PROMOTES THE VALUE OF VOLUNTEERISM, SERVES AS A RESOURCE TO NON-PROFIT AGENCIES, BUSINESSES AND EDUCATIONAL FACILITIES IN EFFECTIVELY UTILIZING VOLUNTEERS AND PROVIDES VALUABLE VOLUNTEER SERVICE OPPORTUNITIES TO THE COMMUNITY. 15833 1842979 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 9 1 0 0 0 0 0 0 0 0 0 0 X 26 26 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI MN X X LORIE FREDRICKSON 6087961400 1855 MAIN STREET ONALASKA WI 54650 JULIE BARTELS 2010-2011 X 0 0 0 KERSTIN BOUDREAU 2010-2011 X 0 0 0 SUSAN BREYER RESIGNED 2010 X 0 0 0 CHIEF GREGG CLEVELAND 2010-2011 X 0 0 0 LEANNE CLEVELAND 2010-2011 X 0 0 0 TODD EBER 2010-2011 X 0 0 0 JAY ELLINGSON 2010-2011 X 0 0 0 WADE HACKBARTH 2010-2011 X 0 0 0 SARAH HAVENS 2010-2011 X X 0 0 0 SUE HORNE 2010-2011 X 0 0 0 JERRY HUBER RESIGNED 2010 X 0 0 0 JEFF JENSEN 2010-2011 X X 0 0 0 JERRY KEMBER 2010-2011 X 0 0 0 PAT KERRIGAN 2010-2011 X 0 0 0 PAULA KNUDSON 2010-2011 X 0 0 0 RICK MICKSCHL 2010-2011 X 0 0 0 PATTIE NIMOCKS 2010-2011 X 0 0 0 BILL O'DRISCOLL 2010-2011 X 0 0 0 SUSAN RING 2010-2011 X 0 0 0 DR BRENDA ROONEY 2010-2011 X 0 0 0 KATE SHILLIN RESIGNED 2010 X 0 0 0 BRENT SMITH 2010-2011 X 0 0 0 KEVIN STRANGMAN 2010-2011 X 0 0 0 BRAD STURM 2010-2011 X X 0 0 0 KIM VALIQUETTE 2010-2011 X 0 0 0 SAM VAN RIPER 2010-2011 X 0 0 0 DALE WALTER 2010-2011 X X 0 0 0 BOB KELEMAN 2010-2011 X 0 0 0 LAURIE TWETEN 2010-2011 X 0 0 0 LORIE FREDRICKSON 22.00 X 21719 0 3358 ROSE MARY BOESEN 3172010 40.00 X 79483 0 6866 JAMES FALVEY 40.00 X 558 0 0 101760 0 10224 0 0 0 0 0 5141 2079049 2084190 PROGRAM SERVICE REVENU 624200 3038 3038 OTHER INCOME 624200 1259 1259 4297 12544 12544 27627 27627 27627 27627 2128658 4297 0 40171 1652711 1652711 111984 75677 26638 9669 155336 51401 4591 99344 10816 1942 338 8536 28438 6794 2245 19399 19131 9004 2076 8051 5880 5880 35403 13908 3762 17733 11009 4325 1170 5514 9257 3637 984 4636 2125 835 226 1064 18564 7294 1973 9297 20621 8102 2192 10327 3299 798 1485 1016 EMPLOYEE SEARCH 11918 11918 CAMPAIGN EXPENSE 11091 11091 VOLUNTEER CENTER 3022 3022 UNITED WAY OF WISCONSIN 2784 1094 296 1394 REAL ESTATE TAXES 1867 734 198 935 5865 1701 2195 1969 2121121 1842979 68167 209975 26 26 1179063 1330432 1377357 1494689 3140 71 10756 12272 634947 165258 478276 469689 1427 1427 3050045 3308606 14012 11478 1369709 1623267 1383721 1634745 X 1256833 1103620 409491 570241 1666324 1673861 3050045 3308606 7537 X X 0 1 1 X 0 X 1945125 1898177 1780473 1796845 2084190 9504810 1945125 1898177 1780473 1796845 2084190 9504810 444729 9060081 80066 76683 57536 42643 40171 297099 9801909 54247 0.92430 0.93020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 172200 172200 405967 123554 282413 56780 41704 15076 469689 2128658 2121121 7537 0 7537 2064963 0 2064963 63695 63695 2128658 2057426 0 2057426 63695 63695 2121121 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: NO UNCERTAIN TAX POSITIONS UNDER FIN 48 ARE NOTED AT 12/31/10. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT RECOVERIES 22,184. DONOR DESIGNATIONS 41,511. PART XIII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT RECOVERIES 22,184. DONOR DESIGNATIONS 41,511. 1 AMERICAN RED CROSS - SCENIC BLUFFS CHAPTER 2927 LOSEY BLVD SOUTH LA CROSSE WI 54601 530196605 501(C)(3) 53710 A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM(S) THAT IT OPERATES. BIG BROTHERS BIG SISTERS OF THE SEVEN RIVERS REGION 1707 MAIN STREET SUITE 438 LA CROSSE WI 54601 391762460 501(C)(3) 53421 A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM(S) THAT IT OPERATES. BOY SCOUTS OF AMERICA - GATEWAY AREA COUNCIL 2600 QUARRY ROAD LA CROSSE WI 54601 390806175 501(C)(3) 53497 A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM(S) THAT IT OPERATES. BOYS & GIRLS CLUBS OF GREATER LA CROSSE PO BOX 91 LA CROSSE WI 546020091 396084791 501(C)(3) 109715 A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM(S) THAT IT OPERATES. BOYS & GIRLS CLUBS OF WEST CENTRAL WI 105 WEST MILWAUKEE ST TOMAH WI 54660 391962065 501(C)(3) 40425 A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM(S) THAT IT OPERATES. BOYS & GIRLS CLUB OF SPARTA 1000 EAST MONTGOMERY SPARTA WI 54656 391798177 501(C)(3) 14999 A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM(S) THAT IT OPERATES. COULEE CHILDREN'S CENTER 2935 EAST AVE SOUTH LA CROSSE WI 54601 391054503 501(C)(3) 47736 A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM(S) THAT IT OPERATES. COULEE COUNCIL ON ADDICTIONS 921 WEST AVE SOUTH LA CROSSE WI 54601 391129125 501(C)(3) 49789 A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM(S) THAT IT OPERATES. COULEECAP INC 201 MELBY STREET SUITE A WESTBY WI 54667 391077614 501(C)(3) 50158 A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM(S) THAT IT OPERATES. COULEE REGION YWCA 3219 COMMERCE STREET LA CROSSE WI 54603 390810543 501(C)(3) 70135 A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM(S) THAT IT OPERATES. FAMILY SERVICE ASSOCIATION (CREDIT COUNSELING) 311 MAIN STREET SUITE A LA CROSSE WI 54601 390808501 501(C)(3) 14955 A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM(S) THAT IT OPERATES. DOMESTIC VIOLENCE INTERVENTION PROJECT 205 5TH AVE SOUTH SUITE 325 LA CROSSE WI 54601 391588578 501(C)(3) 9234 A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM(S) THAT IT OPERATES. FAMILY & CHILDREN'S CENTER 1707 MAIN STREET LA CROSSE WI 54601 390821863 501(C)(3) 149530 A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM(S) THAT IT OPERATES. FAMILY RESOURCES 1500 GREEN BAY STREET LA CROSSE WI 54601 391676842 501(C)(3) 30756 A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM(S) THAT IT OPERATES. LA CROSSE AREA FAMILY YMCA 1140 MAIN STREET LA CROSSE WI 54601 390806172 501(C)(3) 15738 A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM(S) THAT IT OPERATES. GREAT RIVERS 2-1-1 PO BOX 426 ONALASKA WI 546500426 391606449 501(C)(3) 43485 A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM(S) THAT IT OPERATES. GIRL SCOUTS OF WI - BADGERLAND COUNCIL 2710 SKI LANE MADISON WI 53713 390806331 501(C)(3) 67879 A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM(S) THAT IT OPERATES. HOUSTON COUNTY WOMEN'S RESOURCES PO BOX 294 HOKAH MN 55941 411502808 501(C)(3) 27160 A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM(S) THAT IT OPERATES. HUNGER TASK FORCE OF LA CROSSE 403 CAUSEWAY BLVD LA CROSSE WI 54603 391947827 501(C)(3) 19938 A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM(S) THAT IT OPERATES. INDEPENDENT LIVING RESOURCES 4439 MORMON COULEE RD LA CROSSE WI 54601 391762026 501(C)(3) 40245 A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM(S) THAT IT OPERATES. LA CRESCENT AREA HEALTHY COMMUNITY PARTNERSHIP 109 S WALNUT SUITE B LA CRESCENT MN 55947 202665775 501(C)(3) 10000 A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM(S) THAT IT OPERATES. LEARNING TOGETHER FAMILY LITERACY PO BOX 400 HOLMEN WI 54636 391935714 501(C)(3) 8149 A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM(S) THAT IT OPERATES. MOBILE MEALS OF LA CROSSE 2600 QUARRY ROAD LA CROSSE WI 54601 391187523 501(C)(3) 10175 A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM(S) THAT IT OPERATES. NEW HORIZONS SHELTER PO BOX 2031 LA CROSSE WI 546022031 391737699 501(C)(3) 77253 A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM(S) THAT IT OPERATES. OPTIONS CLINIC 1201 CALEDONIA STREET LA CROSSE WI 54603 391166634 501(C)(3) 63473 A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM(S) THAT IT OPERATES. SALVATION ARMY 223 NORTH 8TH STREET LA CROSSE WI 54601 390806889 501(C)(3) 96118 A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM(S) THAT IT OPERATES. WEST AVENUE FOOD EMERGENCY RESOURCE 403 CAUSEWAY BLVD LA CROSSE WI 54603 391552632 501(C)(3) 31499 A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM(S) THAT IT OPERATES. HUNGER TASK FORCE OF LA CROSSE #1 403 CAUSEWAY BLVD LA CROSSE WI 54603 391947827 501(C)(3) 5000 A RESTRICTED VENTURE GRANT MADE TO AN AGENCY. LA CROSSE COUNTY VETERAN'S MENTORING PROGRAM 400 4TH STREET NORTH LA CROSSE WI 54601 396005709 115(1) 6000 A RESTRICTED VENTURE GRANT MADE TO AN AGENCY. CAMP WINNEBAGO 19708 CAMP WINNEBAGO RD CALEDONIA MN 55921 410955818 501(C)(3) 9003 A RESTRICTED VENTURE GRANT MADE TO AN AGENCY. CAPABLE CANINES OF WISCONSIN PO BOX 34 ONALASKA WI 54650 391549987 501(C)(3) 6000 A RESTRICTED VENTURE GRANT MADE TO AN AGENCY. HUNGER TASK FORCE OF LA CROSSE #2 403 CAUSEWAY BLVD LA CROSSE WI 54603 391947827 501(C)(3) 5000 A RESTRICTED VENTURE GRANT MADE TO AN AGENCY. BOYS & GIRLS CLUBS OF GREATER LA CROSSE PO BOX 91 LA CROSSE WI 546020091 396084791 501(C)(3) 5000 AN UNRESTRICTED GRANT MADE TO AN AGENCY AT THE DIRECTION OF THE DONOR(S) IN SUPPORT OF ITS GENERAL OPERATING COSTS. FAMILY & CHILDREN'S CENTER 1707 MAIN STREET LA CROSSE WI 54601 390821863 501(C)(3) 11132 AN UNRESTRICTED GRANT MADE TO AN AGENCY AT THE DIRECTION OF THE DONOR(S) IN SUPPORT OF ITS GENERAL OPERATING COSTS. GREAT RIVERS 2-1-1 PO BOX 426 ONALASKA WI 546500426 391606449 501(C)(3) 20000 A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH PROVIDING 2-1-1 SERVICE IN OUR COMMUNITY. 35 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: RESTRICTED GRANT FOR AGENCY PROGRAMS: UNDERGO EXTENSIVE PRE-SCREENING BEFORE BEING AWARDED FUNDING. SUCH SCREENING INCLUDES: AN APPLICATION PROCESS THAT INCLUDES EXPLANATION OF THE PROPOSED USE AND OUTCOME MEASUREMENTS FOR THE FUNDING; FINANCIAL REVIEW OF THE ORGANIZATION TO GAIN A LEVEL OF ASSURANCE THAT FISCAL POLICIES ARE SOUND; VERIFICATION OF COMPLIANCE WITH PATRIOT ACT PROVISIONS AND VERIFICATION OF 501(C)(3) NONPROFIT STATUS. COMMUNITY MEMBERS REVIEW THIS INFORMATION ANNUALLY. THE ORGANIZATION IS REQUIRED TO VERIFY THAT FUNDING WAS USED FOR THE PURPOSES INTENDED AND WHAT THE ACTUAL RESULTS WERE COMPARED TO THE PROPOSED RESULTS FOR EACH PROGRAM. UNRESTRICTED GRANT TO AN AGENCY: ORGANIZATIONS RECEIVING DONOR DESIGNATED FUNDS ARE PRE-SCREENED. SUCH SCREENING INCLUDES: FINANCIAL REVIEW OF THE ORGANIZATION TO GAIN A LEVEL OF ASSURANCE THAT FISCAL POLICIES ARE SOUND; VERIFICATION OF COMPLIANCE WITH PATRIOT ACT PROVISIONS AND VERIFICATION OF 501(C)(3) NONPROFIT STATUS. VENTURE GRANTS: ORGANIZATIONS RECEIVING GRANTS ARE PRE-SCREENED. SUCH SCREENING INCLUDES: VERIFICATION OF COMPLIANCE WITH PATRIOT ACT PROVISIONS AND VERIFICATION OF 501(C)(3) NONPROFIT STATUS. VENTURE GRANTS ARE TIME-LIMITED, NON-RENEWABLE GRANTS. VENTURE GRANTS ARE INTENDED TO PROVIDE SHORT-TERM SUPPORT TO ENHANCE THE EXISTING CAPACITY OF AGENCIES OR TO ASSIST IN THE DEVELOPMENT OF NEW STRATEGIES OR PROGRAMS. THE GRANT PROPOSALS ARE REVIEWED BY A COMMITTEE OF VOLUNTEERS WHO PROVIDE A RECOMMENDATION TO THE BOARD OF DIRECTORS OF HOW THE MONEY SHOULD BE SPENT. THESE GRANTS REQUIRE SUBMITTED RECEIPTS FOR THE INTENDED GRANT PURPOSE PRIOR TO FUNDS BEING RELEASED. FORM 990, PART VI, SECTION A, LINE 2 GREGG CLEVELAND AND LEANNE CLEVELAND HAVE A FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 4 THE PERSONNEL POLICY HAS BEEN UPDATED TO REFLECT CURRENT POLICIES SINCE THE PRIOR FORM 990 WAS FILED: 1)EMPLOYEE EXPENSES WILL NOW BE REVIEWED AND APPROVED BY THE PRESIDENT AND THE PRESIDENT'S EXPENSES WILL BE REVIEWED AND APPROVED BY THE CHAIR OF THE BOARD OF DIRECTORS. 2)VACATION CAN NOW BE USED THE FIRST OF THE MONTH FOLLOWING 30 DAYS OF EMPLOYMENT. THE PRIOR POLICY STATED THAT VACATION COULD BE USED AFTER 6 MONTHS OF EMPLOYMENT. 3)ALL BENEFITS ARE NOW REVIEWED ANNUALLY. THE PRIOR POLICY STATED THAT BENEFITS WERE CONTINUALLY REVIEWED. 4)UNDER HEALTH INSURANCE "THE PREMIUM IS DETERMINED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS" WHILE THE PRIOR POLICY STATED "THE PREMIUM FOR THE EMPLOYEE IS PAID BY GRUW AND 50% PAID BY GRUW FOR FAMILY COVERAGE." 5)THE PRESIDENT SHOULD NOW SUBMIT WRITTEN RESIGNATION TO THE CHAIR OF THE BOARD OF DIRECTORS. 6)THE PERSONNEL POLICY HAS BEEN UPDATED TO REFLECT AN ADDED EMPLOYEE ACKNOWLEDGMENT FORM TO THE END OF THE MANUAL WHICH IS REQUIRED TO BE SIGNED AFTER EMPLOYEE READS THE MANUAL. 7)CHANGED THE PREVIOUS CFO TITLE TO PRESIDENT AND THE PREVIOUS TITLE PRESIDENT TO BOARD CHAIR THROUGHOUT THE DOCUMENT. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE 990 WILL BE DISTRIBUTED TO THE BOARD OF DIRECTORS IN JUNE, IT WILL BE REVIEWED AND VOTED ON AT THE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL BOARD MEMBERS, VOLUNTEERS AND STAFF MUST LIST ANY POTENTIAL CONFLICTS OF INTEREST ON A FORM WHICH IS MAINTAINED BY UNITED WAY STAFF. NO BOARD MEMBER MAY VOTE ON ANY MATTER DIRECTLY AFFECTING THEIR LISTED CONFLICT OF INTERESTS. ABSTAINED VOTES ARE LISTED IN THE MINUTES OF EACH BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 PRESIDENT: A WAGE REVIEW IS COMPLETED BY MEMBERS OF THE EXECUTIVE COMMITTEE, WHO LOOK AT COMPARABLE COMPENSATION IN THE REGION AND FOR OTHER SIMILAR SIZE UNITED WAYS. THE PERCENTAGE OF INCREASE IS DETERMINED BY THE EXECUTIVE COMMITTEE AND INCLUDED IN THE BUDGET WHICH IS VOTED ON BY THE ENTIRE BOARD OF DIRECTORS. BOARD MEMBERS THAT VOTE ARE WITHOUT CONFLICT AND THE DECISIONS ARE DOCUMENTED. OTHER EMPLOYEES: WAGES ARE REVIEWED ANNUALLY BY THE PRESIDENT. A PERCENTAGE OF INCREASE IS DETERMINED AND INCLUDED IN THE BUDGET WHICH IS APPROVED BY THE ENTIRE BOARD OF DIRECTORS. BOARD MEMBERS THAT VOTE ARE WITHOUT CONFLICT AND THE DECISIONS ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 18 THE 990 IS POSTED ON THE ORGANIZATION'S WEBSITE AND IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ANNUAL REPORT, WHICH INCLUDES THE FINANCIAL STATEMENTS, IS POSTED ON THE ORGANIZATION'S WEBSITE. THE CONFLICT OF INTEREST POLICY IS ALSO AVAILABLE UPON REQUEST. PART XII, LINE 2C ORGANIZATION MAINTAINS A FINANCE COMMITTEE THAT OVERSEES THE AUDIT PROCESS. THIS PROCESS HAS REMAINED THE SAME YEAR OVER YEAR.