2025-01-29T10:52:49-06:00 2024-06-30 300132514 BRIXEY & MEYER INC 2991 NEWMARK DRIVE MIAMISBURG OH 45342 990 2023-07-01 310536658 THE UNITED WAY OF THE GREATER DAYTON AREA UNIT 9372253001 409 E MONUMENT AVENUE 405 DAYTON OH 45402 THOMAS E KELLEY JR PRESIDENT & CEO 9372253001 2025-01-15 1 0 VICTORIA L KOEPER P02282258 9372914110 2025-01-08 2023 2025-03-06 01:10:19Z THOMAS E KELLEY JR 409 E MONUMENT AVE SUITE 405 DAYTON OH 45402 3678387 0 X WWW.DAYTON-UNITEDWAY.ORG X 1942 OH UNITED WAY OF THE GREATER DAYTON LEADS A UNITED COMMUNITY TO UPLIFT OUR NEIGHBORS. A VOLUNTEER-LED ORGANIZATION, UNITED WAY IS THE AREA'S LARGEST PRIVATE FUNDER OF HEALTH AND HUMAN SERVICES, PRIMARILY PROVIDED BY LOCAL AGENCIES IN MONTGOMERY, GREENE AND PREBLE COUNTIES. UNITED WAY FOCUSES ON UNDERLYING CAUSES TO GET TO THE HEART OF LOCAL PROBLEMS AND TO PREVENT THEM FROM HAPPENING IN THE FIRST PLACE - SUCH AS PREPARING YOUTH TO SUCCEED IN SCHOOL AND THE JOBS OF TOMORROW, OR PREVENTING HOME FORECLOSURE AND HOMELESSNESS. OUR LOCAL UNITED WAY ALSO CONNECTS PEOPLE IN NEED WITH SERVICES THROUGH HELPLINK 2-1-1 AND CONNECTS PEOPLE WITH VOLUNTEER OPPORTUNITIES THROUGH VOLUNTEER CONNECTION. 16 16 36 807 0 0 3889198 2670827 372629 411795 53375 60229 -73359 126115 4241843 3268966 1886875 1806696 0 0 1796213 1496343 0 0 881998 665316 798901 4348404 4101940 -106561 -832974 11372737 10968826 2883494 2481470 8489243 8487356 X OUR MISSION IS TO LEAD A UNITED COMMUNITY TO UPLIFT OUR NEIGHBORS. UNITED WAY GENERATES FINANCIAL AND VOLUNTARY CONTRIBUTIONS TO MEET LOCAL NEEDS AND MAKE LASTING IMPROVEMENT TO THE REGION'S QUALITY OF LIFE. 0 0 2087358 1806696 62464 FUND GRANTS, DONOR DESIGNATIONS, AND VOLUNTEER CONNECTION: UNITED WAY FUNDS LOCAL HEALTH AND HUMAN SERVICE AGENCIES THROUGH A COMPETITIVE GRANT PROCESS TO ACHIEVE MEASURABLE OUTCOMES IN THE AREAS OF HEALTH, EDUCATION, AND FINANCIAL STABILITY. KNOWLEDGEABLE VOLUNTEERS STUDY THE COMMUNITY NEEDS AND MAKE TOUGH DECISIONS ON HOW BEST TO MEET THE NEEDS AND FILL GAPS WITH GRANTS FROM UNITED WAY FUNDS. IN FISCAL YEAR 2024, THESE PROGRAMS SERVED THOUSANDS OF CHILDREN AND ADULTS IN THE DAYTON REGION. 545800 347376 UNITED WAY'S HELPLINK 2-1-1 IS A FREE AND CONFIDENTIAL INFORMATION AND REFERRAL SERVICE PROVIDED 24-HOURS-A-DAY, 365-DAYS-A-YEAR. HELPLINK 2-1-1 MAINTAINS THE REGION'S MOST COMPREHENSIVE DATABASE OF HEALTH AND HUMAN SERVICES AND IS CONNECTED WITH SERVICES THROUGHOUT THE STATE AND COUNTY. HELPLINK OFFERS INFORMATION, REFERRALS, ADVOCACY AND SCHEDULES APPOINTMENTS FOR THE EARNED INCOME TAX CREDIT PROGRAM AND CONDUCTS OUTREACH TO DISLOCATED WORKERS AND THEIR FAMILIES. HELPLINK 2-1-1 PROVIDES AN AFTER-HOUR ANSWERING SERVICE FOR NONPROFIT AND GOVERNMENT AGENCIES AND CASE CONSULTATION SERVICE FOR FAITH BASED ORGANIZATIONS. IN FISCAL YEAR 2024, HELPLINK 2-1-1 RECEIVED 67,112 CALLS AND PROVIDED 49,913 REFERRALS FOR VARIOUS NEEDS. ALSO THROUGH OUR SEARCHABLE DATABASE ONLINE WE RECEIVED 9,897 ONLINE SITE VISITS WITH 4,113 SEARCHES FOR RESOURCES. OUR TOP 3 REQUESTS FOR ASSISTANCE FELL INTO THESE THREE CATEGORIES; RENT PAYMENT ASSISTANCE 14,658, UTILITY PAYMENT ASSISTANCE 8,247, AND FOOD PANTRIES 6,706. ALSO ESTABLISHED A DATA DASHBOARD THROUGH 211 COUNTS TO SHOW THE MINIMUM NEEDS IN OUR 12 COUNTY AREA: MONTGOMERY, GREENE, PREBLE, BUTLER, WARREN, CLINTON, CLARK, CHAMPAIGN, MADISON, MUSKINGUM, MORGAN, AND PERRY COUNTIES TO THEIR RESPECTIVE COMMUNITIES BY ZIP CODE, COUNTY. 246137 DURING FISCAL YEAR 2024, THE UNITED WAY OF THE GREATER DAYTON AREA, THROUGH THE CHILDREN'S DEFENSE FUND FREEDOM SCHOOLS PROGRAM, SERVED STUDENTS AT THREE SITES THROUGHOUT MONTGOMERY COUNTY, OHIO. DURING THE SUMMER BREAK FROM SCHOOL, THE FREEDOM SCHOOLS PROGRAM PROVIDES READING AND LEARNING ENRICHMENT AND PLAYS A MUCH NEEDED ROLE IN HELPING TO CURB SUMMER LEARNING LOSS AND CLOSE ACHIEVEMENT GAPS. 121551 PREBLE AND GREEN COUNTY PROGRAM SERVICES. 1955 QUARTERLY INVOICING FOR THE ADMINISTRATION OF HEALTH INSURANCE, LIFE INSURANCE, AND LONG-TERM DISABILITY INSURANCE FOR THE NONPROFIT GROUP ALLIANCE. 121551 1955 3000846 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 18 0 1 36 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 OH X X THOMAS E KELLEY JR 9372253001 409 E MONUMENT AVE SUITE 405 DAYTON OH 45402 THOMAS KELLEY PRESIDENT/CEO/BOARD SEC 40.00 X X 163419 0 7783 MARY GARMAN BOARD CHAIR 5.00 X X 0 0 0 JOSE RODRIGUEZ IMMEDIATE PAST CHAIR 5.00 X X 0 0 0 JANE MARSHALL DIRECTOR 5.00 X 0 0 0 BRIAN MARTIN VICE CHAIR 5.00 X 0 0 0 GERALDINE PEGUES DIRECTOR 5.00 X 0 0 0 PAUL DORSTEN DIRECTOR 5.00 X 0 0 0 MICHAEL GROSS DIRECTOR 5.00 X 0 0 0 BRENT LEWIS DIRECTOR 5.00 X 0 0 0 TOM RITCHIE DIRECTOR 5.00 X 0 0 0 MARK SMITH TREASURER 5.00 X X 0 0 0 KENYA TAYLOR DIRECTOR 5.00 X 0 0 0 DIANE WALSH DIRECTOR 5.00 X 0 0 0 KELLY WOLSKI DIRECTOR 5.00 X 0 0 0 DEIRDRA YOCUM DIRECTOR 5.00 X 0 0 0 ALI CARR-CHELLMAN DIRECTOR 5.00 X 0 0 0 AMBER WASHINGTON DIRECTOR 5.00 X 0 0 0 163419 0 7783 1 0 1 0 0 2670827 140427 2670827 INFORMATION & REFERRAL 624100 347376 347376 CAMPAIGN ADMINISTRATIO 541900 62464 62464 ALLIANCE ADMINISTRATIO 541900 1955 1955 411795 59229 59229 1000 0 1000 1000 1000 535536 409421 126115 126115 3268966 411795 0 186344 1806696 1806696 171201 79241 14629 77331 1044030 483232 89213 471585 63442 28697 6410 28335 119817 54197 12106 53514 97853 45586 8349 43918 16800 5040 3360 8400 344607 248802 17241 78564 98254 69184 6665 22405 31485 28799 804 1882 128074 67479 8730 51865 23550 17278 1067 5205 39833 33379 857 5597 40866 40866 27431 8229 5486 13716 TELEPHONE 24232 15622 710 7900 DUES 9939 6368 370 3201 MISCELLANEOUS 8346 2472 1832 4042 OTHER EXPENSES 3730 241 131 3358 1754 304 270 1180 4101940 3000846 219096 881998 836785 652923 853114 651329 37659 41930 633 477 210109 103687 104020 106422 6717897 7251953 2822629 2263792 11372737 10968826 111557 83950 1281861 1303306 1490076 1094214 2883494 2481470 X 2540502 2336247 5948741 6151109 8489243 8487356 11372737 10968826 X -832974 787143 43943 X 0 1 X 1 0 X 4769452 4105043 4231027 3889198 2670827 19665547 4769452 4105043 4231027 3889198 2670827 19665547 19665547 67757 19746 48482 57740 59229 252954 19918501 0.98730 0.98750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4175242 571536 174366 32353 4540059 3961754 405090 159825 31777 4175242 4709928 -563806 150433 33934 3961755 3832558 1056212 144750 34092 4709928 3878278 127881 143689 29912 3832558 1 0 210109 103687 106422 106422 MUNICIPAL BONDS 432409 F PERPETUAL INTEREST IN TRUSTS 3475516 F DAYTON FOUNDATION 3344028 F 7251953 CASH SURRENDER VALUE OF LIFE INSURANCE 1539451 OPERATING RIGHT OF USE ASSET 724341 2263792 OPERATING LEASE LIABILITIES 736053 DEFINED BENEFIT OBLIGATION 358161 1094214 X 3994545 1196564 1196564 2797981 470986 470986 3268967 4040375 -61565 -61565 4101940 0 4101940 PART X, LINE 2: THE ORGANIZATION HAS EVALUATED THE TAX POSITIONS IT HAS TAKEN, OR EXPECTS TO TAKE, IN THE COURSE OF PREPARING THE ORGANIZATION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAXING AUTHORITY. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE THE BENEFIT ARISING FROM AN UNCERTAIN TAX POSITION TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY WHEN IT IS "MORE-THAN-LIKELY-NOT" THE POSITION WILL BE SUSTAINED UPON THE EXAMINATION, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS AND CONSIDERATION OF ALL AVAILABLE INFORMATION. ONCE THE RECOGNITION THRESHOLD IS MET, THE PORTION OF THE TAX BENEFIT THAT IS RECORDED REPRESENTS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50 PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT WITH A TAXING AUTHORITY. BASED ON ITS REVIEW, MANAGEMENT DOES NOT BELIEVE THE ORGANIZATION HAS TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS, INCLUDING ANY POSITION THAT WOULD PLACE THE ORGANIZATION'S EXEMPT STATUS IN JEOPARDY AS OF JUNE 30, 2024. THE FEDERAL TAX RETURNS OF THE ORGANIZATION FOR 2021, 2022, AND 2023 ARE SUBJECT TO THE EXAMINATION BY THE TAXING AUTHORITY, GENERALLY FOR THREE YEARS AFTER THE DUE DATE. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE $13,650 GAIN ON INVESTMENTS AT THE DAYTON FOUNDATION $346,314 GAIN ON PERPETUAL INTEREST IN TRUSTS $423,703 GAIN ON MUNICIPAL BONDS $3,476 FUNDRAISING $409,421 PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS $470,986 PART XII, LINE 2D - OTHER ADJUSTMENTS: DONOR DESIGNATIONS -$470,986 FUNDRAISING $409,421 PART V, LINE 4: THE ENDOWMENT CONSISTS OF TEMPORARILY AND PERMANENTLY RESTRICTED GIFTS WITH THE EARNINGS AVAILABLE TO SUPPORT THE MISSION OF THE UNITED WAY IN SUPPORTING HEALTH AND HUMAN SERVICE AGENCIES. STRONGER TOGETHER CONCERT 251513 251513 241571 TOUR DE GEM 147971 147971 101247 5 136052 136052 66603 535536 535536 409421 409421 126115 0 AMERICAN RED CROSS MIAMI VALLEY OHIO CHAPTER 370 W FIRST ST DAYTON OH 45402 310537493 501(C) 3 29000 0 PROGRAM OPERATING COSTS AMERICAN RED CROSS MIAMI VALLEY OHIO CHAPTER 370 W FIRST ST DAYTON OH 45402 310537493 501(C) 3 6210 0 DONOR DESIGNATED GENERAL ARTEMIS CENTER TO DOMESTIC VIOLENCE 10 W MONUMENT AVE DAYTON OH 45402 311120194 501(C) 3 38000 0 PROGRAM OPERATING COSTS ARTEMIS CENTER TO DOMESTIC VIOLENCE 10 W MONUMENT AVE DAYTON OH 45402 311120194 501(C) 3 8184 0 DONOR DESIGNATED GENERAL BELLBROOK-SUGARCREEK COMM SUPPORT CTR 51 S EAST ST BELLBROOK OH 45305 832461759 501(C) 3 74500 0 PROGRAM OPERATING COSTS BOYS & GIRLS CLUB OF DAYTON INC 1828 WEST STEWART ST DAYTON OH 45417 310536657 501(C) 3 73000 0 PROGRAM OPERATING COSTS BUTLER COUNTY UNITED WAY OHIO 323 NORTH THIRD STREET HAMILTON OH 450111624 310734490 501(C) 3 6845 0 DONOR DESIGNATED GENERAL CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY 922 WEST RIVERVIEW AVENUE DAYTON OH 45402 310536645 501(C) 3 21000 0 PROGRAM OPERATING COSTS CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY 922 WEST RIVERVIEW AVENUE DAYTON OH 45402 310536645 501(C) 3 18125 0 DONOR DESIGNATED GENERAL CLOTHES THAT WORK 1133 SOUTH EDWIN C MOSES BLVD SUITE 392 DAYTON OH 45417 311575093 501(C) 3 25000 0 PROGRAM OPERATING COSTS DAKOTA CENTER INC 33 BARNETT ST DAYTON OH 45402 310731056 501(C) 3 57900 0 PROGRAM OPERATING COSTS DAYBREAK INC 605 S PATTERSON BLVD DAYTON OH 45402 310864474 501(C) 3 65000 0 PROGRAM OPERATING COSTS DECA PREP C/O DAYTON EARLY COLLEGE ACADEMY 300 COLLEGE PARK DAYTON OH 454692930 260463618 501(C) 3 29550 0 PROGRAM OPERATING COSTS DSSMV AFL-CIO LABOR FOOD PANTRY 6550 POE AVENUE DAYTON OH 45414 311757115 501(C) 3 10000 0 PROGRAM OPERATING COSTS DSSMV AFL-CIO LABOR FOOD PANTRY 6550 POE AVENUE DAYTON OH 45414 311757115 501(C) 3 13204 0 DONOR DESIGNATED GENERAL EATON COMMUNITY SCHOOLS 304 EATON-LEWISBURG ROAD EATON OH 45320 310682544 501(C) 3 25000 0 PROGRAM OPERATING COSTS FAMILY PROMISE OF GREENE COUNTY OHIO 124 SOUTH DETROIT STREET XENIA OH 45385 311430758 501(C) 3 15000 0 PROGRAM OPERATING COSTS GOOD NEIGHBOR HOUSE 627 EAST FIRST STREET DAYTON OH 45402 311374154 501(C) 3 5859 0 DONOR DESIGNATED GENERAL GRACE UNITED METHODIST CHURCH 1001 HARVARD BOULEVARD DAYTON OH 45406 310543283 501(C) 3 27000 0 PROGRAM OPERATING COSTS GRACEWORKS LUTHERAN SERVICES 6430 INNER MISSION WAY CENTERVILLE OH 45459 310540159 501(C) 3 6671 0 DONOR DESIGNATED GENERAL GREENE COUNTY COMMUNITY FOUNDATION DBA GREENE GIVING 941 WEST SECOND STREET XENIA OH 45385 311751001 501(C) 3 18031 0 PROGRAM OPERATING COSTS GREENE COUNTY EDUCATIONAL SERVICE CENTER 360 EAST ENON ROAD YELLOW SPRINGS OH 45387 311040111 501(C) 3 70000 0 PROGRAM OPERATING COSTS HOME IS THE (HIT) FOUNDATION 111 W SOMERS ST EATON OH 45320 421580792 501(C) 3 10000 0 PROGRAM OPERATING COSTS HOMEFULL 829 S GETTYSBURG AVENUE DAYTON OH 45417 311236989 501(C) 3 180148 0 PROGRAM OPERATING COSTS HOUSE OF BREAD 9 ORTH AVENUE DAYTON OH 45402 311076425 501(C) 3 10000 0 PROGRAM OPERATING COSTS LIFE CARE ALIANCE - DIABETES DAYTON 2555 S DIXIE DR SUITE 112 KETTERING OH 45409 316084147 501(C) 3 35000 0 PROGRAM OPERATING COSTS MIAMI VALLEY COMMUNITY ACTION PARTNERSHIP 719 SOUTH MAIN STREET DAYTON OH 45402 310709198 501(C) 3 33500 0 PROGRAM OPERATING COSTS ONE BISTRO 87 EAST MAIN STREET XENIA OH 45385 352435851 501(C) 3 11500 0 PROGRAM OPERATING COSTS OHIO'S HOSPICE 7575 PARAGON RD CENTERVILLE OH 45459 310933339 501(C) 3 10942 0 DONOR DESIGNATED GENERAL OMEGA COMMUNITY DEVELOPMENT CORPORATION 1821 EMERSON AVENUE DAYTON OH 45406 311561713 501(C) 3 23550 0 PROGRAM OPERATING COSTS PLANNED PARENTHOOD OF SOUTHWEST OHIO KETTERING-PHILIPS CENTER 224 NORTH WILKINSON DAYTON OH 45402 310536688 501(C) 3 7182 0 DONOR DESIGNATED GENERAL PREBLE COUNTY COUNCIL ON AGING INC 800 EAST ST CLAIR STREET EATON OH 45320 310830453 501(C) 3 20000 0 PROGRAM OPERATING COSTS RONALD MCDONALD HOUSE CHARITIES OF THE MIAMI VALLEY REGION INC 555 VALLEY STREET DAYTON OH 45404 310964793 501(C) 3 5966 0 DONOR DESIGNATED GENERAL SENIOR RESOURCE CONNECTION 222 SALEM AVE DAYTON OH 45406 310592759 501(C) 3 113500 0 PROGRAM OPERATING COSTS ST VINCENT DE PAUL SOCIAL SERVICES INC 124 WEST APPLE ST DAYTON OH 45402 311132259 501(C) 3 10144 0 DONOR DESIGNATED GENERAL THE COMMON GOOD OF PREBLE COUNTY 113 SOUTH CHERRY STREET EATON OH 45320 832127994 501(C) 3 15000 0 PROGRAM OPERATING COSTS THE FOODBANK INC 56 ARMOUR PLACE DAYTON OH 45417 861082880 501(C) 3 80000 0 PROGRAM OPERATING COSTS THE YMCA OF GREATER DAYTON 118 WEST FIRST STREET SUITE 300 DAYTON OH 45402 310537517 501(C) 3 9062 0 DONOR DESIGNATED GENERAL THRIVE THERAPEUTICS LLC 1110 MAIN STREET MILFORD OH 45150 851387185 501(C) 3 31000 0 PROGRAM OPERATING COSTS UNITED REHABILITATION SERVICES OF GREATER DAYTON 4710 OLD TROY PIKE DAYTON OH 45424 310592919 501(C) 3 5001 0 DONOR DESIGNATED GENERAL UNITED WAY GREATER CLEVELAND 1331 EUCLID AVENUE CLEVELAND OH 44115 205575556 501(C) 3 14949 0 DONOR DESIGNATED GENERAL UNITED WAY OF CENTRAL INDIANA 3901 NORTH MERIDIAN STREET PO BOX 88409 INDIANAPOLIS IN 46208 351007590 501(C) 3 10894 0 DONOR DESIGNATED GENERAL UNITED WAY OF CENTRAL OHIO INC 360 S THIRD STREET COLUMBUS OH 43215 314393712 501(C) 3 5967 0 DONOR DESIGNATED GENERAL UNITED WAY OF CLARK CHAMPAIGN & MADISON COUNTIES 120 S CENTER STREET 2ND FLOOR SPRINGFIELD OH 45502 310549095 501(C) 3 5363 0 DONOR DESIGNATED GENERAL UNITED WAY OF METRO ATLANTA 100 EDGEWOOD AVENUE NE ATLANTA GA 30303 310865874 501(C) 3 7402 0 DONOR DESIGNATED GENERAL UNITED WAY OF MIAMI COUNTY 233 SOUTH MARKET STREET TROY OH 453733326 310619209 501(C) 3 12435 0 DONOR DESIGNATED GENERAL UNITED WAY OF THE BLUEGRASS 100 MIDLAND AVE 300 LEXINGTON KY 40508 310444679 501(C) 3 5067 0 DONOR DESIGNATED GENERAL UNITED WAY OF WARREN COUNTY 645 OAK ST LEBANON OH 45036 237132362 501(C) 3 7555 0 DONOR DESIGNATED GENERAL VIOLENCE FREE FUTURES 380 BELLBROOK AVE XENIA OH 45385 310992401 501(C) 3 18667 0 PROGRAM OPERATING COSTS WESLEY COMMUNITY CENTER INC 3730 DELPHOS AVENUE DAYTON OH 45417 300203259 501(C) 3 10000 0 PROGRAM OPERATING COSTS YWCA DAYTON 141 WEST THIRD STREET DAYTON OH 45402 310537168 501(C) 3 58465 0 PROGRAM OPERATING COSTS 0 0 0 0 0 0 0 0 0 THOMAS KELLEY PRESIDENT/CEO/BOARD SEC 163419 0 0 0 0 0 6537 0 1245 0 171201 0 0 0 X 2 1000 COST OF PRODUCT SUPPLIED X 800 7544 COST OF PRODUCT SUPPLIED X PROMOTIONAL SUPPORT 286 61666 PROJECTED REVENUE GE X TIME DEVOTED FROM OUTSIDE STAFF 17 41975 QUOTED HOURLY RATE/F X DISCOUNTED SERVICES PROVIDED 9 20650 QUOTED DISCOUNT X SIGNAGE OTHER MATERIALS 201 7592 COST OF DONATED PROP 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE UNITED WAY HAS A FINANCE AND AUDIT COMMITTEE THAT MEETS THROUGHOUT THE FISCAL YEAR AND IS COMPRISED OF A TREASURER, OTHER BOARD OF TRUSTEES MEMBERS, AND OTHER VOLUNTEERS WITH FINANCIAL BACKGROUNDS. THE TREASURER REPORTS MONTHLY TO EITHER THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES OR THE FULL BOARD OF TRUSTEES. THE FINANCE AND AUDIT COMMITTEE HAS WORKING KNOWLEDGE OF THE FINANCIAL STATEMENTS, AUDIT PROCESS, AND FINANCIAL PROCEDURES. THE COMMITTEE REVIEWS AND APPROVES THE FORM 990 AS PART OF ITS MEETINGS PRIOR TO THE FILING. THE FINANCIAL STATEMENTS ARE REVIEWED WITH THE BOARD OF TRUSTEES OR EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES MONTHLY. THE AUDITED FINANCIAL STATEMENTS AND THE 990 ARE ALSO DISTRIBUTED TO THE BOARD OF TRUSTEES BEFORE PUBLISHING AND FILING. FORM 990, PART VI, SECTION B, LINE 12C THE UNITED WAY HAS A WRITTEN CODE OF CONDUCT POLICY WHICH INCLUDES CONFLICT OF INTEREST POLICIES FOR EMPLOYEES AND VOLUNTEERS. ALL INDIVIDUALS SIGN A STATEMENT THAT THEY HAVE RECEIVED AND UNDERSTAND THE CODE OF CONDUCT POLICY. AN ETHICS OFFICER MANAGES AND OVERSEES ALL ASPECTS OF THE CODE OF CONDUCT INCLUDING COMMUNICATION OF POLICY, NOTIFICATION AND INVESTIGATIONS OF BREECHES, EDUCATION, AND ENFORCEMENT. THE POLICY STATEMENTS ARE RESIGNED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES PERIODICALLY REVIEWS THE PERFORMANCE EVALUATION OF THE CEO AND KEY EMPLOYEES AND DETERMINES COMPENSATION BASED ON PERFORMANCE, YEARS OF SERVICE, COMPARABLE NOT-FOR-PROFIT SALARY LEVELS, AND UNITED WAY SALARY RANGES AND BENCHMARKS. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE PUBLISHED ON THE UNITED WAY WEBSITE AND ALSO AVAILABLE UPON REQUEST. ALL OTHER GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: NET PERIODIC DEFINED BENEFIT PLAN BENEFIT -110,162. DEFINED BENEFIT PLAN CHANGES OTHER THAN NET PERIODIC PLAN BENEFIT 154,105.