2024-11-15T10:26:48-06:00 2024-06-30 SMITH & HOWARD ADVISORY LLC 271 17TH STREET NW SUITE 2100 ATLANTA GA 30363 990 2023-07-01 620565962 UNITED WAY OF GREATER CHATTANOOGA % SUZY ANTHONY UNIT 4237520300 630 MARKET STREET CHATTANOOGA TN 37402 LESLEY SCEARCE PRESIDENT 4237520300 2024-11-15 true true SABRE J LINAHAN P01372980 4048746244 2024-11-15 2023 2024-10-15 13:58:12Z LESLEY SCEARCE 630 MARKET STREET CHATTANOOGA TN 37402 21090074 false X WWW.UNITEDWAYCHA.ORG X 1922 TN TO UNITE PEOPLE AND RESOURCES IN BUILDING A STRONGER AND HEALTHIER COMMUNITY. 19 19 52 2399 1613 613 11000426 8978729 182726 736484 579555 537921 109805 573581 11872512 10826715 6870747 5129013 0 0 2295441 3892109 0 0 1531835 1688884 2666127 10855072 11687249 1017440 -860534 30870044 29616774 5746214 4846407 25123830 24770367 X UNITING PEOPLE AND RESOURCES IN BUILDING A STRONGER, HEALTHIER COMMUNITY true false 4228257 4238744 389080 COMMUNITY INVESTMENT: UWGC PROVIDED FUNDING FOR 74 NON-PROFIT ORGANIZATIONS SUPPORTING 176 TOTAL PROGRAMS AND INITIATIVES. THIS FUNDING IS APPROVED BY A LOCAL COMMUNITY INVESTMENT COMMITTEE AND THE UWGC BOARD OF DIRECTORS FOR THOSE PROGRAMS THAT CAN MEASURABLY IMPACT THE KEY FOCUS AREAS OF UWGC. TRAINED COMMUNITY VOLUNTEERS ANNUALLY ASSESS DATA AND THE PROGRAMMATIC RESULTS OF FUNDED ORGANIZATIONS THAT ADDRESS COMMUNITY NEEDS. THROUGH ANNUAL REPORTING AND ASSESSMENT OF PARTNER ORGANIZATIONS, UWGC ENSURES FUNDED PROGRAMS EFFECTIVELY ADDRESS UWGC IMPACT GOALS AND THE NEEDS OF THE COMMUNITIES SERVED. 1794856 785893 165161 FAMILY STABILITY: INITIATIVES AND PROGRAM SERVICES IN 16 COUNTY REGION WITH THE GOAL OF HELPING FAMILIES/INDIVIDUALS REACH STABILITY AND BECOME MORE SELF-SUFFICIENT. (CONTINUED ON SCHEDULE O) 1549499 0 142583 TUTORING: PROVIDES HIGH-DOSAGE, LOW-RATIO TUTORING FOR STUDENTS GRADES 1-8 THROUGH PROGRAMS INCLUDING THE "TN ALL CORPS" TUTORING PROGRAM. THROUGH OUT FY24, THERE WERE 59 STUDENTS IN THE PROGRAM. 1225242 104376 112745 8797854 true true false false false false false false false true true true false false false true true false false false false false false false true false false true true true false false false false false false false false true false false false false false false false false true 105 0 true 52 true true true false false false false true true false false false false false false false false X 19 19 false false false false false false false true true false false true true true true true true true true false GA TN X SUZY ANTHONY 4237520300 630 MARKET STREET CHATTANOOGA TN 37402 LESLEY SCEARCE PRESIDENT & CEO 40.0 0.0 X 224671 0 38405 ABBY GARRISON VICE PRESIDENT 40.0 0.0 X 135835 0 31064 SUZY ANTHONY VP FINANCE & OPERATIONS 40.0 0.0 X 146509 0 11983 TERRAN ANDERSON VICE PRESIDENT 40.0 0.0 X 135841 0 10839 PERCY GARCIA-ROSELL SENIOR DIRECTOR 40.0 0.0 X 113968 0 29589 JAY DALE CHAIR 1.0 0.0 X 0 0 0 KEN JONES CHAIR ELECT 1.0 0.0 X 0 0 0 EDNA VARNER IMMEDIATE PAST CHAIR 1.0 0.0 X 0 0 0 STEFANIE MANSUETO TREASURER 1.0 0.0 X 0 0 0 PATTI DUNGAN SECRETARY 1.0 0.0 X 0 0 0 ALTHEA JONES MEMBER 1.0 0.0 X 0 0 0 AMANDA JELKS MEMBER 1.0 0.0 X 0 0 0 ANGELA GARCIA MEMBER 1.0 0.0 X 0 0 0 BARON HERDELIN-DOHERTY MEMBER 1.0 0.0 X 0 0 0 DALYA QUALLS WHITE MEMBER 1.0 0.0 X 0 0 0 DEJUAN JORDAN MEMBER 1.0 0.0 X 0 0 0 DIONNE JENKINS MEMBER 1.0 0.0 X 0 0 0 JIM CATANZARO JR MEMBER 1.0 0.0 X 0 0 0 KEN SMITH MEMBER 1.0 0.0 X 0 0 0 PATRICIA RUSSELL MEMBER 1.0 0.0 X 0 0 0 PAULO HUTSON MEMBER 1.0 0.0 X 0 0 0 RUSS BLAKELY MEMBER 1.0 0.0 X 0 0 0 TOBY SHELTON MEMBER 1.0 0.0 X 0 0 0 TOM RICE MEMBER 1.0 0.0 X 0 0 0 756824 0 121880 5 false true false 0 76631 3070862 5831236 125656 8978729 CONSULTING 900099 639674 639674 TRAINING 900099 96810 96810 736484 521305 1613 519692 0 0 0 0 0 10125593 0 10100284 8693 25309 -8693 16616 16616 418152 76631 154382 263770 263770 0 0 0 0 0 0 ERC REFUNDS 900099 236726 236726 OTHER INCOME 900099 73085 73085 309811 10826715 809569 1613 1036804 4277173 4277173 851840 851840 0 0 432831 204956 103573 124302 0 2693467 1275425 644522 773520 204485 96829 48932 58724 346425 164041 82897 99487 214901 101761 51424 61716 2082 291 1560 231 0 64220 64220 0 0 96459 96459 0 48939 4995 2389 41555 0 354942 101502 115428 138012 0 182038 95048 32164 54826 0 0 142116 38717 11589 91810 0 0 137596 71843 24312 41441 10114 10000 114 CONTRACT LABOR 1451212 1419269 27873 4070 DUES AND SUBSCRIPTIONS 107617 53660 23823 30134 STAFF DEVELOPMENT 50843 27994 12833 10016 BANK FEES 15578 2180 11669 1729 2371 330 1779 262 11687249 8797854 1357560 1531835 X 439126 605831 0 0 3985561 3629352 873576 1104173 0 0 0 0 0 0 0 0 33002 64288 4054095 1559759 2613493 2494336 20655148 19690662 2270138 2028132 0 0 0 0 0 0 30870044 29616774 1456146 866917 4290068 3979490 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5746214 4846407 X 18142583 18248319 6981247 6522048 25123830 24770367 30870044 29616774 -860534 507071 X X false true X true true true X 8475284 9354231 9165510 11000425 8978729 46974179 0 0 8475284 9354231 9165510 11000425 8978729 46974179 490031 46484148 89327 80873 194803 538154 519692 1422849 126 5463 3292 2727 1613 13221 108860 248711 34198 39395 309811 740975 49151224 2062643 0.94574 0.92730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15822383 963541 1072147 15713777 14644392 2252865 1074874 15822383 23018475 -2984757 1150000 4239326 14644392 18055293 5263182 300000 23018475 19127927 85 77282 1150001 18055293 0.89350 0.10650 false false 227782 227782 2799347 1090579 1708768 669456 194843 474613 357510 274337 83173 2494336 CSV - LIFE INSURANCE POLICIES 290779 F INV IN LIMITED PARTNERSHIPS 1737353 F 2028132 0 0 X 11401843 507071 1440 163076 671587 10730256 96459 96459 10826715 11755306 1440 163076 164516 11590790 96459 96459 11687249 PART V, LINE 4 The Organization maintains funds designated by the Board of Directors to function as endowments, totaling $14,039,836 and $14,148,442 as of June 30, 2024 and 2023, respectively, which the Board of Directors could make available for general use upon amendment of the Organization's endowment policy. PART X, LINE 2 The Organization is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for income taxes has been recorded in the accompanying financial statements. The Organization annually evaluates all federal and state income tax positions. This process includes an analysis of whether these income tax positions the Organization takes meet the definition of an uncertain tax position under the Income Taxes Topic of the Financial Accounting Standards Codification. In the normal course of business, the Organization is subject to examination by federal and state taxing authorities. In general, the Organization is no longer subject to tax examinations for tax years ending before June 30, 2021. PART XI, LINE 2D FUNDRAISING EVENT EXPENSES: $154,383 LOSS ON DISPOSAL OF ASSETS: $8,693 + --------------- $163,076 PART XII, LINE 2D FUNDRAISING EVENT EXPENSES: $154,383 LOSS ON DISPOSAL OF ASSETS: $8,693 + --------------- $163,076 GOLF TOURNAMENT 211621 62834 148787 113809 18847 16131 GOLF TOURN - GA 19392 13797 5595 4465 563 567 1 263770 263770 494783 76631 418152 118274 19410 16698 154382 263770 true Partnership for Families Children & Adults 5600 Brainerd Road Chattanooga TN 37411 620911679 501(C)(3) 277697 PROGRAM SUPPORT Northside Neighborhood House 211 Minor Street CHATTANOOGA TN 37405 620481801 501(C)(3) 263299 PROGRAM SUPPORT Chambliss Center for Children 315 Gillespie Road Chattanooga TN 37411 620505514 501(C)(3) 245184 PROGRAM SUPPORT Boys and Girls Club P O BOX 11567 CHATTANOOGA TN 37401 620557179 501(C)(3) 202970 PROGRAM SUPPORT Girls Incorporated 4505 Brainerd Road Ste 110 CHATTANOOGA TN 37411 620647145 501(C)(3) 184582 PROGRAM SUPPORT La Paz PO BOX 3058 CHATTANOOGA TN 37404 201115026 501(C)(3) 157105 PROGRAM SUPPORT Signal Centers Inc 109 N Germantown Road Chattanooga TN 37411 620587285 501(C)(3) 141081 PROGRAM SUPPORT YMCA of Metro Chattanooga 301 West 6th Street Chattanooga TN 37402 620475699 501(C)(3) 130781 PROGRAM SUPPORT Chattanooga Area Food Bank 2009 CURTAIN POLE RD CHATTANOOGA TN 37406 620867645 501(C)(3) 120686 PROGRAM SUPPORT Big Brothers Big Sisters 2015 Bailey Avenue Chattanooga TN 37404 620586090 501(C)(3) 116866 PROGRAM SUPPORT Chattanooga 20 811 Broad Street Suite 100 CHATTANOOGA TN 37402 237032834 501(C)(3) 104642 PROGRAM SUPPORT Family Promise of Greater Chattanooga 1184 BALDWIN STREET CHATTANOOGA TN 37403 311529222 501(C)(3) 92418 PROGRAM SUPPORT Chattanooga Room In The Inn 230 N Highland Park Avenue Chattanooga TN 37404 621402358 501(C)(3) 82941 PROGRAM SUPPORT Orange Grove Center 615 Derby Street Chattanooga TN 37404 620549365 501(C)(3) 81226 PROGRAM SUPPORT The Bethlehem Center 200 W 38TH ST CHATTANOOGA TN 37410 626066210 501(C)(3) 80476 PROGRAM SUPPORT Chattanooga Goodwill Industries 6104 Preservation Drive Chattanooga TN 37416 620544853 501(C)(3) 78418 PROGRAM SUPPORT AIM Center Inc PO Box 11586 Chattanooga TN 37401 581718368 501(C)(3) 78073 PROGRAM SUPPORT Habitat for HumanityChattanooga 1201 E Main Street Chattanooga TN 37408 621260347 501(C)(3) 73310 PROGRAM SUPPORT Boy Scouts of America - Cherokee Area Council 6031 Lee Highway Chattanooga TN 37421 620475671 501(C)(3) 65177 PROGRAM SUPPORT Helen Ross McNabb Center Inc 200 Tech Center Drive Knoxville TN 37912 620548914 501(C)(3) 62375 PROGRAM SUPPORT The Salvation Army 822 McCallie Avenue Chattanooga TN 37403 222406433 501(C)(3) 61424 PROGRAM SUPPORT Montessori Elementary at Highland Park PO Box 3804 Chattanooga TN 37404 260557874 501(C)(3) 60000 PROGRAM SUPPORT Public Education Foundation 1651 S Holtzclaw Ave Suite 201 Chattanooga TN 37404 621356764 501(C)(3) 50720 PROGRAM SUPPORT LifeSpring Community Health 1042 East 3rd Street Suite 200 Chattanooga TN 37403 273856741 501(C)(3) 50025 PROGRAM SUPPORT Girl Scouts Council of Southern Appalachians 6431 Bonny Oaks Drive Chattanooga TN 37416 620518287 501(C)(3) 49693 PROGRAM SUPPORT Communities in Schools of Catoosa 2 BARNHARDT CIRCLE FT OGLETHORPE GA 30742 582437803 501(C)(3) 48045 PROGRAM SUPPORT Chattanooga Autism Center 1400 McCallie Ave Suite 100 Chattanooga TN 37404 453179418 501(C)(3) 44623 PROGRAM SUPPORT First Things First 620 LINDSAY ST 100 CHATTANOOGA TN 37403 621678048 501(C)(3) 44164 PROGRAM SUPPORT Children's Advocacy Center 5705 UPTAIN ROAD SUITE C CHATTANOOGA TN 37411 581953669 501(C)(3) 41646 PROGRAM SUPPORT Chattanooga Neighborhood Enterprise 1500 Chestnut Street STE A CHATTANOOGA TN 37408 621300726 501(C)(3) 41040 PROGRAM SUPPORT REFLECTION RIDING ARBORETUM & NATURE CENTER 400 GARDEN ROAD CHATTANOOGA TN 37419 581311080 501(C)(3) 40609 PROGRAM SUPPORT LAUNCH Inc PO Box 903 Chattanooga TN 37401 462203112 501(C)(3) 40260 PROGRAM SUPPORT Legal Aid of East Tn 100 W Martin Luther King Blvd Sui Chattanooga TN 37402 589132803 501(C)(3) 33630 PROGRAM SUPPORT A Step Ahead Foundation Chattanooga Inc PO Bo 4212 Chattanooga TN 37405 463740551 501(C)(3) 32296 PROGRAM SUPPORT Speech and Hearing Center 2212 Encompass Drive 148 Chattanooga TN 37421 620526644 501(C)(3) 32232 PROGRAM SUPPORT Jewish Federation of Greater Chattanooga PO Box 8947 Chattanooga TN 37411 620475677 501(C)(3) 32129 PROGRAM SUPPORT Chattanooga Girls Leadership Academy PO Box 3859 Chattanooga TN 37404 263492860 501(C)(3) 30041 PROGRAM SUPPORT Family Crisis Center PO Box 252 LaFayette GA 30728 582089789 501(C)(3) 28046 PROGRAM SUPPORT Cempa Community Care 1000 East 3rd Street Suite 202 Chattanooga TN 37403 621325543 501(C)(3) 27000 PROGRAM SUPPORT KELCURT Foundation 9619 Dayton Pike SoddyDaisy TN 37379 830558576 501(C)(3) 25879 PROGRAM SUPPORT Chattanooga Preparatory School PO Box 3809 Chattanooga TN 37404 813512812 501(C)(3) 25876 PROGRAM SUPPORT Dynamo Studios 6452 White Tail Dr Ooltewah TN 37363 810756710 501(C)(3) 25500 PROGRAM SUPPORT Ivy Academy 8520 Dayton Pike SoddyDaisy TN 37379 261533313 501(C)(3) 25066 PROGRAM SUPPORT Chattanooga Football Club Foundation 1271 Market Street Suite C Chattanooga TN 37402 473508771 501(C)(3) 25000 PROGRAM SUPPORT Skyuka Hall School 5600 Brainerd Road Suite A24 Chattanooga TN 37411 626075837 501(C)(3) 25000 PROGRAM SUPPORT Project Return 620 Lindsey Street Suite 100 Chattanooga TN 37403 621058325 501(C)(3) 24678 PROGRAM SUPPORT Downside Up Inc PO Box 455 Hixson TN 37343 475443279 501(C)(3) 24330 PROGRAM SUPPORT Crabtree Farms PO Box 2250 Chattanooga TN 37409 621760383 501(C)(3) 24195 PROGRAM SUPPORT LIFT Youth Center Inc 7197 Nashville Street Ringggold GA 30736 831676980 501(C)(3) 23882 PROGRAM SUPPORT Tennessee Nonprofit Network 66 S Cooper St 5th Floor Memphis TN 38104 582041583 501(C)(3) 23375 PROGRAM SUPPORT The Kidney Foundation of Greater Chattanooga 931 McCallie Avenue Chattanooga TN 37403 621410005 501(C)(3) 23012 PROGRAM SUPPORT Nourishing Children of Catoosa County 7484 Nashville Street Ringgold GA 30736 581371712 501(C)(3) 22682 PROGRAM SUPPORT Volunteers in Medicine Chattanooga 5705 Marline Road Suite 1400 Chattanooga TN 37411 710959332 501(C)(3) 22500 PROGRAM SUPPORT The Sexual Assault Victims Advocacy Center Inc PO Box 5407 Ft Oglethorpe GA 30742 264363410 501(C)(3) 22214 PROGRAM SUPPORT Lookout Mountain Conservancy PO Box 76 Lookout Mountain TN 37350 621460535 501(C)(3) 22048 PROGRAM SUPPORT Mary Walker Foundation 611 East Martin Luther King Blvd Chattanooga TN 37403 621103291 501(C)(3) 21600 PROGRAM SUPPORT Hope for the Inner City 6180 Shallowford Road Chattanooga TN 37421 621659831 501(C)(3) 20000 PROGRAM SUPPORT The Pop-Up Project 1602 Arapaho Drive Soddy Daisy TN 37379 815373267 501(C)(3) 20000 PROGRAM SUPPORT CHATT Foundation P O BOX 11203 CHATTANOOGA TN 37401 621151413 501(C)(3) 17000 PROGRAM SUPPORT Bethel Bible Village P O BOX 729 HIXSON TN 37343 626019872 501(C)(3) 16626 PROGRAM SUPPORT East Lake Expression Engine 2903 E 37th Street Chattanooga TN 37407 810876825 501(C)(3) 15600 PROGRAM SUPPORT United Way of the Ocoee Region 85 OCOEE ST SE CLEVELAND TN 37311 620548418 501(C)(3) 15339 PROGRAM SUPPORT Green spaces 63 E Main Street Chattanooga TN 37408 272113695 501(C)(3) 15325 PROGRAM SUPPORT Four Points Inc 308 S CHEROKEE ST LAFAYETTE GA 30728 311465829 501(C)(3) 15319 PROGRAM SUPPORT Nurture the Next 600 Hill Avenue Suite 202 Nashville TN 37210 581567835 501(C)(3) 14000 PROGRAM SUPPORT LaFayette Area Empty Stockings Fund PO Box 1149 LaFayette GA 30728 581893551 501(C)(3) 12619 PROGRAM SUPPORT SPLASH 1814 WHEELER AVE CHATTANOOGA TN 37406 900824026 501(C)(3) 12556 PROGRAM SUPPORT Jackson County United Givers Fund PO Box 581 Scottsboro AL 35768 630517120 501(C)(3) 12525 PROGRAM SUPPORT ELLA Library PO Box 3034 Chattanooga TN 37407 831892994 501(C)(3) 12500 PROGRAM SUPPORT Humane Educational Society 4155 Randolph Circle Chattanooga TN 37406 620478240 501(C)(3) 12000 PROGRAM SUPPORT Epilepsy Foundation of Southeast TN 1 SISKIN ROAD CHATTANOOGA TN 37403 581309190 501(C)(3) 10420 PROGRAM SUPPORT Smiles Inc 170 Smith Lane SOUTH PITTSBURG TN 37380 461816985 501(C)(3) 10078 PROGRAM SUPPORT St Vincent de Paul Society 501 S MOORE RD CHATTANOOGA TN 37412 620481467 501(C)(3) 10000 PROGRAM SUPPORT American Red Cross Box 37842 Boone IA 50037 530196605 501(C)(3) 8777 PROGRAM SUPPORT Catholic Charities 5720 Uptain Rd Bldg 6100 4200 Chattanooga TN 37411 621377551 501(C)(3) 8745 PROGRAM SUPPORT Hospice of Chattanooga Inc 4411 Oakwood Dr CHATTANOOGA TN 37416 581426458 501(C)(3) 7814 PROGRAM SUPPORT Marion County Community Ministries PO Box 681 Sequatchie TN 37374 621757532 501(C)(3) 7469 PROGRAM SUPPORT Chattanooga Cancer Support Services 605 Glenwood Drive Suite 412 Chattanooga TN 37404 626041950 501(C)(3) 6809 PROGRAM SUPPORT Council for Alcohol & Drug Abuse P O BOX 4797 CHATTANOOGA TN 37405 620716063 501(C)(3) 6023 PROGRAM SUPPORT Georgia Mountains Hospice 70 CARING WAY JASPER GA 30143 582051326 501(C)(3) 5796 PROGRAM SUPPORT Boys and Girls Club of LaFayette 630 MARKET STREET Chattanooga TN 37402 999999999 501(C)(3) 5258 PROGRAM SUPPORT Walker County 4-H PO Box 827 LaFayette GA 30728 581696317 501(C)(3) 5231 PROGRAM SUPPORT 82 SCHEDULE I, PART I, LINE 2 GRANT RECIPIENTS HAVE PERIODIC MANDATORY REPORTING AND CONTRACTUAL REQUIREMENTS. X X false false false false false false false true false LESLEY SCEARCE PRESIDENT & CEO 224671 0 0 18518 22181 265370 0 SUZY ANTHONY VP FINANCE & OPERATIONS 135259 11250 0 11983 2004 160496 0 ABBY GARRISON VICE PRESIDENT 123335 12500 0 11399 21605 168839 0 PART I, LINE 7 BONUS PAYMENTS WERE MADE TO SALARIED EMPLOYEES BASED ON PERFORMANCE. X 13 115968 FMV X 2 300 DONOR VALUE X EVENTS 5 9388 DONOR VALUE false true true SCHEDULE M, PART I, COLUMN (B) THE AMOUNT IN THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. SCHEDULE M, PART I, LINE 32 THE ORGANIZATION USES A THIRD PARTY TO FACILITATE CONTRIBUTIONS OF STOCK WHICH ARE SOLD IMMEDIATELY UPON RECEIPT. FORM 990, PART III, LINE 4B 211 INFORMATION AND REFERRAL PROGRAM OPERATED BY UWGC CONNECTS PEOPLE TO COMMUNITY AGENCIES AND ORGANIZATIONS THAT PROVIDE SERVICES TO ADDRESS CRITICAL NEEDS AND HELPS DETER RELIANCE ON THE SOCIAL SERVICE SYSTEM. 211 IS THE ENTRY POINT FOR COMMUNITY MEMBERS IN NEED, OPERATING CRISIS SERVICES AND FUNDS, NEEDIEST CASES PROCESSING AND MONITORS ALL CALLS THROUGH A COMMUNITY DATABASE. IN FY24, 2-1-1 SPECIALISTS ANSWERED 62,790 CALLS. BRIDGE FUND, NEEDIEST CASES, WARM NEIGHBORS, PROJECT WATER AND WATER QUALITY FEE ASSISTANCE PROVIDED DIRECT ASSISTANCE TO INDIVIDUALS. PROGRAMS ALSO ADDRESS THE ROOT CAUSES OF FAMILY INSTABILITY THROUGH A COACHING MODEL TO HELP FAMILIES/INDIVIDUALS IN LOWER INCOME NEIGHBORHOODS BECOME MORE ECONOMICALLY AND SOCIALLY INDEPENDENT. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 WILL BE REVIEWED AND ACCEPTED BY THE FINANCE COMMITTEE AND PROVIDED TO THE GOVERNANCE BOARD BEFORE BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE AGREEMENT IS SIGNED ANNUALLY BY THE STAFF, BOARD MEMBERS, AND COMMITTEE MEMBERS. ANY CONFLICTS OR PERCEIVED CONFLICTS ARE DISCLOSED BY MEMBERS WHEN DECISIONS ARE DISCUSSED AND THE CONFLICTED MEMBER IS ASKED TO RECUSE THEMSELVES FROM DISCUSSING AND VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINES 15A & 15B FOR PRESIDENT/CEO: THE PERSONNEL COMMITTEE REVIEW INCLUDES ONE SECTOR AND AT LEAST ONE OUTSIDE SURVEY, SUCH AS, MOST RECENT ANNUAL GUIDESTAR COMPENSATION REPORT, UNITED WAY WORLDWIDE, AND/OR THE NONPROFIT TIMES' NONPROFIT SALARY & BENEFITS REPORT. PERFORMANCE REVIEW IS CONDUCTED BY THE BOARD'S PERSONNEL/HUMAN RESOURCES COMMITTEE. THE PRESIDENT/CEO PREPARES A WRITTEN REPORT FOR THE PERSONNEL COMMITTEE THAT DOCUMENTS PROGRESS TOWARDS ORGANIZATIONAL GOALS SET FOR THE PREVIOUS YEAR IN ALL AREAS OF THE ORGANIZATION. AN INTERVIEW WITH THE CEO IS HELD TO REVIEW THE PROGRESS OF THE PREVIOUS YEAR, REVIEW COMPENSATION SURVEY REPORTS THAT RELATE TO THE CEO POSITION, AND ASK QUESTIONS AND DISCUSS PRIORITIES FOR THE UPCOMING YEAR. THE PERSONNEL COMMITTEE MEETS WITHOUT THE CEO TO DISCUSS COMPENSATION FOR THE UPCOMING YEAR. A COPY OF THEIR RECOMMENDATION IS SENT FROM THE PERSONNEL COMMITTEE CHAIR TO THE ORGANIZATION'S CHIEF FINANCIAL OFFICER. THE PERSONNEL COMMITTEE ALSO PRESENTS THEIR RECOMMENDATION TO THE GOVERNANCE BOARD FOR APPROVAL. FOR KEY EMPLOYEES: THE ORGANIZATION USES THE SAME COMPENSATION REVIEW SURVEYS TO MONITOR STAFF SALARIES AS IS USED TO MONITOR THE PRESIDENT/CEO SALARY. WE TARGET TO MAINTAIN SALARIES AROUND THE MEDIAN FOR EACH POSITION, AS DEMONSTRATED BY THE ABOVE REVIEWS. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS AND POLICIES ARE KEPT IN-HOUSE AND GIVEN TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE PERFORMS THE DUTIES OF THE AUDIT COMMITTEE. THESE DUTIES INCLUDE (A) SELECTING AND APPROVING THE AUDIT FIRM; (B) MEETING WITH THE AUDITORS PRIOR TO THE AUDIT TO DISCUSS THE TIMING AND CONDUCT OF THE AUDIT; (C) MEETING WITH THE AUDITORS AT THE CONCLUSION OF THE FIELD WORK TO DISCUSS THE AUDIT FINDINGS; AND (D) REPORTING THOSE FINDINGS TO THE FULL BOARD OF DIRECTORS.