Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | 15,666,955 | 15,157,366 | 13,926,429 | 12,987,929 | 12,508,013 | 70,246,692 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 15,666,955 | 15,157,366 | 13,926,429 | 12,987,929 | 12,508,013 | 70,246,692 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | 70,246,692 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 15,666,955 | 15,157,366 | 13,926,429 | 12,987,929 | 12,508,013 | 70,246,692 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 118,704 | 111,267 | 109,232 | 105,347 | 104,190 | 548,740 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 1,275,275 | 924,864 | 845,538 | 822,985 | 802,075 | 4,670,737 |
| 11 | Total support. Add lines 7 through 10. | 75,466,169 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2015 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART I, LINE 1: MISSION STATEMENT | UNITED WAY OF GREATER RICHMOND AND PETERSBURG EXISTS TO MOBILIZE PEOPLE, MULTIPLY INVESTMENTS, AND MAXIMIZE OPPORTUNITIES SO PEOPLE LEARN MORE, EARN MORE AND LEAD SAFE AND HEALTHY LIVES. UNITED WAY OF GREATER RICHMOND & PETERSBURG BUILDS A MORE PROSPEROUS AND RESILIENT COMMUNITY BY UNITING CITIZENS TO MEET OUR GREATEST HUMAN CHALLENGES. AS AN ORGANIZATION DEDICATED TO COMMUNITY CHANGE, WE TAKE A SYSTEMS APPROACH TO BUILDING A GREAT REGION BY ADDRESSING THE ISSUES THAT IMPERIL LIFE-LONG WELL-BEING THROUGHOUT OUR DIVERSE REGION. IN 2015, MORE THAN 96,000 PEOPLE IN OUR COMMUNITY FOUND THE HELP, INFORMATION AND GUIDANCE TO IMPROVE THEIR LIVES AND MORE THAN 23,000 PEOPLE GAVE, ADVOCATED OR VOLUNTEERED THROUGH UNITED WAY TO MAKE THIS POSSIBLE. LEARNING. LEADING. UNITING. AS OUR REGION'S LEADER IN COMMUNITY CHANGE, UNITED WAY IDENTIFIED MANY YEARS AGO THE ESSENTIAL BUILDING BLOCKS OF LIFELONG WELL-BEING: EDUCATION, INCOME, AND HEALTH. THROUGHOUT THE YEARS, CREATING MORE ROBUST SYSTEMS TO ADDRESS ROOT CAUSES TO HUMAN DIFFICULTIES AND ESTABLISH PATHWAYS TO LONG-TERM SOLUTIONS USING THE MOST ADVANCED RESEARCH-INFORMED PRACTICES AND METHODOLOGIES HAS ALLOWED UNITED WAY OF GREATER RICHMOND & PETERSBURG TO MAKE LASTING CHANGE FOR INDIVIDUALS AND FOR THE REGION. THE DISTINCTIVE UNITED WAY APPROACH THAT BRINGS THE TALENTS, TIME AND TREASURE OF ALL PEOPLE - BUSINESSES, COMMUNITY LEADERS, COMMUNITY MEMBERS, NON-PROFITS, GOVERNMENTS - ENSURES OUR REGIONAL RESOURCES ARE PUT TO THEIR HIGHEST USE TO BENEFIT US ALL. LISTENING AND UNDERSTANDING FIRST - THE ANNUAL UNITED WAY INDICATORS OF COMMUNITY STRENGTHS REPORT IS ONE EXAMPLE OF HOW UNITED WAY BOLSTERS OUR REGION'S RESOURCES TO MEET OUR NEEDS AND LEVERAGE OUR STRENGTHS TO ENSURE THE HIGHEST LEVEL IMPACT AND GREATEST IMPROVEMENTS. THIS REPORT IDENTIFIES AND TRACKS CHANGES IN OUR COMMUNITY'S WELL-BEING AND DEMOGRAPHICS, IDENTIFYING CHANGES OVER TIME AND THE EMERGING TRENDS THAT CALL UPON US TO CREATE NEW RESPONSES. THE IN-DEPTH AND BROAD NATURE OF THIS REPORT MAKES IT PERHAPS THE MOST ESSENTIAL REGIONAL RESOURCE FOR HUMAN SERVICE PLANNING, PROGRAM DESIGN, AND FUNDING DECISIONS AMONG NONPROFITS AND FOUNDATIONS AND AN IRREPLACEABLE SOURCE OF KNOWLEDGE. BRINGING KNOWLEDGE TO NEED - UNITING TO ACHIEVE PROGRESS - GROUNDED IN THE REGIONAL KNOWLEDGE SUPPLIED BY THE INDICTORS REPORT AND INFORMED BY LEADING RESEARCH AND PRACTICES, UNITED WAY PUTS THESE TWO SETS OF UNDERSTANDING INTO ACTION ON BEHALF OF OUR GREATER COMMUNITY GOOD. SYSTEMS-LEVEL CHANGE AND MEETING BROAD BASED NEEDS TAKES AN INFORMED, EQUIPPED AND COORDINATED VILLAGE. TO THIS END, UNITED WAY TAKES A HOLISTIC SERVICES APPROACH, STRENGTHENING THE CAPACITIES OF NONPROFITS ACROSS THE REGION AS A FUNDER, AN EXPERT RESOURCE, AND AS A PARTNER. IN 2015, UNITED WAY INVESTED MORE THAN $6 MILLION TO DIRECTLY CREATE BETTER LIVES, STRONGER FAMILIES AND BUILD SUSTAINABLE COMMUNITY WELL-BEING. BEGINNING WITH IDENTIFYING A DATA AND BEST PRACTICE-INFORMED REGIONAL STRATEGY FOR COMMUNITY WELL-BEING, UNITED WAY LEVERAGES OUR REGION'S HUMAN SERVICE AREAS OF EXCELLENCE THROUGH ESTABLISHING COMMUNITY PARTNERSHIPS FOR STRATEGIC CHANGE AND PROVIDING UNITED WAY EXPERTISE TO ENSURE THE BEST OUTCOMES FOR OUR HIGHEST NEEDS AND EXPONENTIALLY INCREASING THE OUTCOMES OF OUR INDIVIDUAL EFFORTS. THE $4.2 MILLION IN UNITED WAY DIRECT FUNDING TO NON-PROFITS WITH TRACK RECORDS IN ACHIEVING BEST OUTCOMES OR INNOVATING TO MEET CHANGING HUMAN AND SOCIAL NEEDS ESTABLISHES A STABLE FOUNDATION FOR THE LIFE-CHANGING WORK HAPPENING EVERY DAY THROUGHOUT OUR REGION. THIS FUNDED GROUP OF UNITED WAY PARTNER AGENCIES ARE THE CORE OF STRENGTHENING THE COMMUNITY. AS A RESULT, IN THE 2015-16 FUNDING YEAR, UNITED WAY AND ITS PARTNERS, ALONG WITH THE FAMILIES, ORGANIZATIONS AND PEOPLES THEY SERVE, TOGETHER ACCOMPLISHED THE FOLLOWING SUSTAINABLE COMMUNITY CHANGES: FAMILY HEALTH & WELL-BEING - CREATING ENVIRONMENTS IN WHICH CHILDREN ARE SAFE, THRIVE AND ALL MEMBERS LIFE HAPPIER, MORE CONNECTED LIVES. * 100% OF FAMILIES ENROLLED IN HOME VISITING FOR 6 MONTHS OR MORE WERE FREE OF CHILD ABUSE AND NEGLECT. * 85% OF CHILDREN WERE KINDERGARTEN-READY AFTER PARTICIPATING IN UNITED WAY-FUNDED PREPARATORY PROGRAMS. * NEARLY 900 PARENTS TOOK PART IN PARENTAL EDUCATION PROGRAMS TO CREATE SAFER, HEALTHIER, HAPPIER LIVES AND HOMES. * 100% OF PARENTS PARTICIPATING IN INTERVENTION PROGRAMS DEMONSTRATED EFFECTIVE PARENTING TECHNIQUES AND HAD IMPROVED PARENTING CONFIDENCE, A CORE ELEMENT TO SOUND, HEALTHY HOME ENVIRONMENTS. RESILIENT YOUTHS - PREPARING OUR YOUNGEST COMMUNITY MEMBERS TO RECOVER FROM TRAUMA, BUILD STRONG RELATIONSHIPS, AND THRIVE NOW AND THROUGHOUT LIFE. * 1,522 YOUNG PEOPLE ESTABLISHED A POSITIVE, MENTORING RELATIONSHIP WITH AN ADULT, THE MOST-EFFECTIVE WAY TO MOVE YOUTH FROM RISK TO SUCCESS. * NEARLY 3,000 YOUTH DEVELOPED THE SOCIAL AND EMOTIONAL SKILLS, INCLUDING SELF-MONITORING, EMPATHY, AND CONFIDENCE, THAT BUILD CHARACTER AND ENABLE THEM TO RELATE TO OTHERS IN POSITIVE, HEALTHY WAYS. THESE SKILLS LEAD TO A SAFER AND MORE COMPASSIONATE SCHOOLS, FAMILIES, AND COMMUNITIES. * NEARLY 4,000 YOUNG PEOPLE RECEIVED CRITICAL MENTAL HEALTH COUNSELING TO RESTORE THEIR MENTAL WELL-BEING. * IN PARTNERSHIP WITH VIRGINIA COMMONWEALTH UNIVERSITY, UNITED WAY 52 PROGRAMMATIC PARTNERS DEVELOP THE CAPACITIES, SKILLS, AND PROCESSES TO BETTER RESPOND TO YOUTH CHALLENGES AND NEEDS EVERY DAY, ENSURING MORE THAN 4,000 OF OUR YOUNG PEOPLE HAVE THE HIGHEST QUALITY HELP AND SUPPORT AVAILABLE. SUCCESSFUL STARTS - ENSURING ONE OF THE BEST PREDICTORS OF LIFE-LONG FINANCIAL WELL-BEING - HIGH SCHOOL GRADUATION - IS IN THE REACH AND ACHIEVED BY EVERY CHILD IN OUR REGION. * OVER 2,000 STUDENTS RECEIVED ACADEMIC SKILLS DEVELOPMENT AND EDUCATIONAL SERVICES TO BOLSTER HIGH SCHOOL GRADUATION. * NEARLY 8,000 PETERSBURG STUDENTS TOOK PART IN THE PETERSBURG TEEN PREGNANCY PREVENTION PROGRAM. SINCE THE PROGRAM BEGAN IN 2007, TEEN PREGNANCIES IN PETERSBURG HAVE DROPPED MORE THAN 50%. SUSTAINABLE HOUSEHOLD FINANCIAL STABILITY - MORE THAN 25% OF RICHMOND-PETERSBURG REGION'S HOUSEHOLDS STRUGGLE ECONOMICALLY; 45% OF CHILDREN UNDER 5 LIVE IN POVERTY. WE BELIEVE STRONGER COMMUNITIES HAPPEN WHEN PEOPLE ARE FINANCIALLY SECURE. SAFE, AFFORDABLE HOUSING - A HOME - AND SAVINGS AND BANK ACCOUNTS ARE TWO IMPORTANT, AND AT RISK, ELEMENTS OF THIS EQUATION. OUR APPROACH: EMPOWER FAMILIES AND INDIVIDUALS WITH SIMPLE WAYS TO IMMEDIATELY BUILD FINANCIAL STRENGTH WITH ACCESS TO AFFORDABLE HOUSING AND BANKING AND OPPORTUNITIES TO GROW THEIR FINANCIAL COMPETENCY. * IN 2015, UNITED WAY'S METROCASH PROGRAM LEVERAGED THE POWER OF VOLUNTEERS TO HELP 3,277 HOUSEHOLDS FILE THEIR TAXES FOR FREE. A HOUSEHOLD SAVING OF NEARLY $656,000 IN TAX PREPARATION FEES (ASSUMING $200 AVERAGE FEE), THE PROGRAM RESULTED IN OVER $3,000,000 IN FEDERAL REFUNDS AND $898,971 IN EARNED INCOME TAX CREDIT REFUNDS RETURNING TO WORKERS AND OUR COMMUNITY. * 1,693 INDIVIDUALS RECEIVED JOB TRAINING AND SEARCHING ASSISTANCE, MAKING LONG-TERM ECONOMIC STABILITY A MORE VIABLE OUTCOME. * 1,857 FAMILIES WERE HELPED WITH RAPID-REHOUSING, PERMANENT AND OTHER HOUSING SUPPORTS. * 100% OF INDIVIDUALS ACCESSING UNITED WAY-FUNDED PERMANENT SUPPORTIVE HOUSING MAINTAINED THAT HOUSING FOR AT LEAST ONE YEAR. * UNITED WAY LEVERAGED $191,000 IN EMERGENCY FOOD AND SHELTER PROGRAM FUNDING THAT PROVIDED EMERGENCY HOUSING AND UTILITY ASSISTANCE TO 1,557 HOUSEHOLDS * 100% OF FINANCIAL TRAINING PROGRAM PARTICIPANTS ESTABLISHED BANK ACCOUNTS, A PROVEN WAY TO RETAIN INCOME AND BUILD SAVINGS FOR FUTURE COSTS AND EMERGENCIES. HEALTHY PRESENT GROWING TO LIFELONG WELL-BEING - ACCESS TO HEALTH CARE AND STRONG COMMUNITY AND PERSONAL TIES ARE ESSENTIAL TO PHYSICAL HEALTH AND LIFELONG WELL-BEING. OLDER ADULTS, PEOPLE WITH DISABILITIES, AND INDIVIDUALS AND FAMILIES THAT HAVE NO OR LITTLE INSURANCE SUFFER GREATER CONSEQUENCES TO EVERYDAY AND SERIOUS ILLNESSES OR INJURIES. VALUING THE LIFE AND WELL-BEING OF ALL OUR COMMUNITY'S MEMBERS, UNITED WAY IS COMMITTED TO A CONNECTED AND HEALTHY REGION, WHICH CAN BE ACHIEVED WITH ACCESS TO AFFORDABLE AND REGULAR HEALTH CARE AND STRONG RELATIONSHIPS ACROSS THE LIFESPAN. IN 2015, UNITED WAY-FUNDED PROGRAMS ENSURED * 9,246 INDIVIDUALS WERE GRANTED ACCESS TO AFFORDABLE, QUALITY HEALTH CARE. * 5,100 INDIVIDUALS RECEIVED EDUCATION AND ASSISTANCE WITH MANAGING AND MAINTAINING THEIR HEALTH AND WELLNESS. * 2,369 OLDER ADULTS OR PEOPLE WITH DISABILITIES RECEIVED COMMUNITY-BASED SERVICES SUCH AS ADULT DAY CARE, HOME-DELIVERED MEALS, PERSONAL CARE, OR RESPITE SERVICES. * 4,551 DEEPENED THEIR SOCIAL SUPPORTS TO ADVANCE POSITIVE, HEALTHY AGING |
| FORM 990, PART VI, SECTION A, LINE 2 | MARK HOUSEHOLDER IS AN EXECUTIVE WITH THE PRINCIPAL FINANCIAL GROUP WHICH MANAGES THE ORGANIZATION'S PENSION PLAN. BRENDA L. SKIDMORE IS EMPLOYED BY SUNTRUST BANK, WHICH IS THE BANKING INSTITUTION OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE DRAFT OF THE FORM 990 IS PROPOSED TO THE AUDIT COMMITTEE BY MANAGEMENT. ONCE THE AUDIT COMMITTEE APPROVES IT, THE FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR REVIEW. AFTER REVIEW BY THE BOARD OF DIRECTORS, THE FORM 990 IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | UNITED WAY'S CONFLICT OF INTEREST POLICY IS GIVEN TO ALL NEW EMPLOYEES AND DIRECTORS DURING THEIR ORIENTATION. THEY ARE REQUIRED TO SIGN THE POLICY ACKNOWLEDGING THAT THEY RECEIVED IT. BOTH THE DIRECTORS AND EMPLOYEES ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY WHICH IS REGULARLY AND CONSISTENTLY MONITORED AND ENFORCED FOR BOTH DIRECTORS AND EMPLOYEES. |
| FORM 990, PART VI, SECTION B, LINE 15 | BOARD OF DIRECTORS LEADERSHIP DETERMINES THE CEO'S AND OTHER KEY EMPLOYEES' COMPENSATION. THE CEO AND OTHER KEY EMPLOYEE COMPENSATION IS REVIEWED ANNUALLY. THIS COMMITTEE REVIEWS MARKET DATA TO ENSURE THAT THE COMPENSATION LEVELS ARE IN LINE WITH THE MARKET AND OTHER SIMILAR ORGANIZATIONS. THE ORGANIZATION ALSO HAS AN INDEPENDENT COMPENSATION STUDY PERFORMED EVERY THREE TO FIVE YEARS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
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