2025-01-24T10:45:40-06:00 2024-06-30 383635706 REHMANN ROBSON LLC 7124 W CENTRAL AVE TOLEDO OH 43617 990 2023-07-01 344427947 UNITED WAY OF GREATER TOLEDO UNIT 4192482424 1001 MADISON AVE STE 100 TOLEDO OH 43604 WENDY PESTRUE CEO 4192482424 2025-01-17 1 0 KRISTEN G MORSE CPA P01034447 4198658118 2025-01-15 2023 2025-03-06 01:10:19Z WENDY PESTRUE 1001 MADISON AVE STE 100 TOLEDO OH 43604 7635483 0 X WWW.UNITEDWAYTOLEDO.ORG X 1918 OH UNITED WAY OF GREATER TOLEDO UNITES THE CARING POWER OF PEOPLE TO IMPROVE LIVES. 19 19 41 200 0 0 6764643 6379973 0 0 1047200 620262 56223 4508 7868066 7004743 3960193 3656227 0 0 2131753 2450026 0 0 890839 1737128 1771478 7829074 7877731 38992 -872988 27425610 28191004 4131158 3969781 23294452 24221223 X UNITED WAY OF GREATER TOLEDO UNITES THE CARING POWER OF PEOPLE TO IMPROVE LIVES. 0 0 4040640 2334631 UNITED WAY OF GREATER TOLEDO UNCOVERS ROOT-CAUSE ISSUES THAT KEEP COMMUNITY MEMBERS FROM REACHING KEY PROGRAMS THAT HELP THEM LIVE THE ROBUST LIFE THEY DESERVE. UNITED WAY HAS TRANSITIONED TO A COLLABORATIVE IMPACT MODEL WITH FOUR FOCUSES: EDUCATION, FINANCIAL STABILITY, HEALTH, AND SHELTER / HOUSING STABILITY. THE PURPOSE OF THIS MODEL IS TO CREATE A SHARED-COMMUNITY-VISION, WHICH WILL LEVERAGE FUNDING, RESOURCES AND EXPERTISE FROM BUSINESS, PHILANTHROPIC AND ACADEMIC PARTNERS. THIS IS ACCOMPLISHED VIA STAFF, VOLUNTEERS AND PARTNERS WORKING TO DISCOVER COMMUNITY CONDITIONS THAT NEED IMPROVEMENT, ACCOMPANIED WITH THE DESIGNING AND BUILDING OF LONGTERM SOLUTIONS. FOR DETAILS, PLEASE VISIT US AT WWW.UNITEDWAYTOLEDO.ORG. 1321596 1321596 DONOR DESIGNATIONS: THROUGH THE CAMPAIGN PLEDGING PROCESS, DONORS ARE GIVEN THE OPPORTUNITY TO DIRECT ALL OR PART OF THEIR CONTRIBUTION TO ANOTHER QUALIFIED AGENCY. AS PLEDGES ARE COLLECTED THESE DESIGNATIONS ARE PAID QUARTERLY. 757424 UNITED WAY 2-1-1 IS A FREE, 24/7, 365-DAY HEALTH AND HUMAN SERVICES RESOURCE AVAILABLE TO ANYONE IN LUCAS, OTTAWA AND WOOD COUNTY. TO SPEAK WITH A LIVE COMMUNITY RESOURCE ADVISOR, SIMPLY DIAL TWO, ONE, ONE; TEXT YOUR ZIP CODE TO 898-211; INSTANT MESSAGE US ONLINE BY VISITING WWW.211NWO.ORG AND CLICK "CHAT." 252423 DATA ANALYTICS, UNITED WAY VOLUNTEER CENTER, UNITED WAY PUBLIC POLICY/ADVOCACY, COMMUNITY IMPACT 252423 6372083 1 1 0 1 0 0 0 0 0 1 1 0 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 0 0 0 0 0 1 0 0 0 1 5 0 1 41 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X MATT MORRIS 8594266126 1001 MADISON AVE STE 100 TOLEDO OH 43604 BOB BAXTER TRUSTEE 1.00 X 0 0 0 JILL KEGLER TRUSTEE 1.00 X 0 0 0 ASHA BARNES TRUSTEE 1.00 X 0 0 0 JOEL JERGER CHAIR OF THE BOARD 1.00 X 0 0 0 BETH DEAKINS TRUSTEE 1.00 X 0 0 0 CRAIG TEAMER TRUSTEE 1.00 X 0 0 0 BOB CASALETTA TRUSTEE 1.00 X 0 0 0 VINCE DIPOFI TRUSTEE 1.00 X 0 0 0 BRIAN VALENTINE TRUSTEE 1.00 X 0 0 0 STU GOLDBERG ESQ TRUSTEE 1.00 X 0 0 0 MARYLOUISE BOWE VICE CHAIR 1.00 X 0 0 0 ERIC HEINTSCHEL TREASURER 1.00 X 0 0 0 ANGELA LUCAS TRUSTEE 1.00 X 0 0 0 ANDREW NEWBY TRUSTEE 1.00 X 0 0 0 FRANK BLOOMQUIST TRUSTEE 1.00 X 0 0 0 BRIAN BYRD TRUSTEE 1.00 X 0 0 0 KELLY PARKER TRUSTEE 1.00 X 0 0 0 TONY TOTTY TRUSTEE 1.00 X 0 0 0 WILLIAM WOLFF TRUSTEE 1.00 X 0 0 0 MATT MORRIS CHIEF FINANCE & OPERATIONS 40.00 X 124980 0 10076 WENDY PESTRUE CEO 40.00 X 175141 0 8726 300121 0 18802 2 0 1 0 0 27732 476518 5875723 6379973 501810 501810 633250 514798 118452 118452 118452 115942 27732 115942 0 MISCELLANEOUS 900099 4508 4508 4508 7004743 4508 0 620262 3656227 3656227 324306 130691 150605 43010 1592810 864528 216933 511349 175636 121085 19240 35311 182965 96202 38652 48111 174309 88785 31701 53823 97260 97260 54130 12481 41649 319621 207545 33662 78414 132307 72334 20717 39256 7345 2507 490 4348 19199 8816 2494 7889 5630 4341 507 782 79260 61110 7133 11017 17488 13483 1574 2431 25223 13165 4464 7594 CONTRACTED SERVICES 897593 820886 38289 38418 SPECIAL ASSISTANCE 81560 80679 881 PROFESSIONAL DEVELOPMEN 22112 13741 4474 3897 DUES/SUBSCRIPTIONS 7904 3399 1982 2523 4846 2818 243 1785 7877731 6372083 614809 890839 410666 291871 1194472 415217 2231802 1986611 188170 0 74051 67322 174123 119791 23767 54332 20759348 22872491 2543334 2503160 27425610 28191004 302757 375453 0 400000 3828401 3194328 4131158 3969781 X 18041416 18930088 5253036 5291135 23294452 24221223 27425610 28191004 X -872988 1842151 -42392 X X 0 1 X 1 1 1 X 8977322 10481441 9783978 6596509 6290734 42129984 8977322 10481441 9783978 6596509 6290734 42129984 42129984 354365 309067 462685 474376 501810 2102303 44232287 86495 0.95250 0.95910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 0 0 0 0 0 1 0 0 PART II-B, LINE 1: UNITED WAY OF GREATER TOLEDO PUBLICLY SUPPORTED LEGISLATIVE ITEMS WHICH ADVANCE THE COMMON GOOD AND HELP CREATE A BETTER LIFE FOR ALL, SUCH AS SCHOOL LEVIES AND SOCIAL SERVICE LEVIES. NO MONETARY SUPPORT WAS GIVEN, HOWEVER UNITED WAY OF GREATER TOLEDO SUPPORTED SUCH LEVIES THROUGH RADIO COMMENTARY, SOCIAL MEDIA SUPPORT, AND CALL CENTER TIME VIA VOLUNTEERS. UNITED WAY OF GREATER TOLEDO ALSO ALLOWED USE OF OUR NAME AS A SUPPORTER IN MATERIALS CREATED BY OTHERS. STAFF TIME SPENT SUPPORTING THESE ACTIVITIES WAS INSIGNIFICANT AND WAS PERFORMED FOR NO ADDITIONAL COMPENSATION. 2509924 178507 2688431 2365210 153714 9000 2509924 1407738 1913245 -825400 130373 2365210 1066424 341314 1407738 1310350 -243926 1066424 0.88460 0.11540 0.00000 1 0 9300 4650 4650 164823 115141 49682 54332 BENEFICIAL INTEREST IN TRUST 2041778 RIGHT-OF-USE ASSETS 461382 2503160 COMMUNITY INVESTMENTS PAYABLE 2054708 DESIGNATIONS PAYABLE 678238 OPERATING LEASE OBLIGATIONS 461382 3194328 X 7385646 1842151 -42392 1799759 5585887 97260 1321596 1418856 7004743 6458875 0 6458875 97260 1321596 1418856 7877731 PART V, LINE 4: THESE ENDOWMENT ACCOUNTS WERE ESTABLISHED TO PROPERLY ACCOUNT FOR DONOR RESTRICTED GIFTS. THE CORPUS OF THE GIFT IS HELD IN PERPETUITY AND AUTHORIZED PROCEEDS ARE USED FOR DONOR SPECIFIED/DESIGNATED PURPOSES, SUCH AS DECREASED HOMELESSNESS, SERVICES BENEFITING CHILDREN, AND OTHER PROGRAMS IDENTIFIED BY OUR VOLUNTEERS THROUGH ANNUAL GRANT DECISIONS. PART X, LINE 2: THE ORGANIZATION HAS EVALUATED ITS INCOME TAX FILING POSITIONS FOR FISCAL YEARS 2021 THROUGH 2024, THE YEARS WHICH REMAIN SUBJECT TO EXAMINATION AS OF JUNE 30, 2024. THE ORGANIZATION CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS ("UTB") (E.G. TAX DEDUCTIONS, EXCLUSIONS, OR CREDITS CLAIMED OR EXPECTED TO BE CLAIMED) TO SIGNIFICANTLY CHANGE IN THE NEXT TWELVE MONTHS. THE ORGANIZATION DOES NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES RELATED TO UTBS AT JUNE 30, 2024 OR 2023, AND IS NOT AWARE OF ANY CLAIMS FOR SUCH AMOUNTS BY FEDERAL OR STATE INCOME TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNCOLLECTIBLE PLEDGES -89,239. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 46,847. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 1,321,596. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 1,321,596. MEAL PACKS 44950 317 44633 44633 ADOPT-A-FAMILY GOLF OUTING 31690 21187 10503 10503 3 67034 6228 60806 60806 143674 27732 115942 115942 115942 0 1 LOCAL INITIATIVES SUPPORT CORPORATION 133030229 414974 0 GENERAL OPERATIONS,SIEMER STABLE FAMILIES,TOLEDO FINANCIAL OPPORTUNITY CENTER NETWORK YWCA NORTHWEST OHIO 344428265 147515 0 GENERAL OPERATIONS,EARLY CHILDHOOD PARTNERSHIP,RAPE CRISIS CENTER,DOMESTIC VIOLENCE SHELTER,CCR&R SERVICES,BABY TALK YMCAJCC OF GREATER TOLEDO 344428262 126031 0 GENERAL OPERATIONS,YMCA SUCCESS IN SCHOOL INITIATIVE,LIVE WELL GREATER TOLEDO,WAYMAN PALMER COMMUNITY YMCA HUB BEACH HOUSE FAMILY SHELTER INC 344428659 122049 0 GENERAL OPERATIONS,EMERGENCY RESPONSE FUND,,STEPS TO EMERGENCY FAMILY SHELTER,STEPS TO STABILITY NEIGHBORWORKS TOLEDO REGION 341230687 103846 0 SIEMER TANF UNITED WAY FOR SOUTHEASTERN MICHIGAN 203099071 99600 0 GENERAL OPERATIONS FAMILY AND CHILD ABUSE PREVENTION CENTER 341375936 96118 0 GENERAL OPERATIONS,CHILDREN'S ADVOCACY CENTER,DOMESTIC VIOLENCE COURT ADVOCACY HOSPITAL COUNCIL OF NORTHWEST OHIO 341116795 85042 0 GENERAL OPERATIONS,NORTHWEST OHIO PATHWAYS HUB: GETTING HEALTHY ZONE PROGRAM,HEALTHY LUCAS COUNTY BOYS & GIRLS CLUBS OF TOLEDO 344427933 76720 0 GENERAL OPERATIONS,BOYS & GIRLS CLUBS OF TOLEDO PROJECT LEARN FAMILY HOUSE 341556086 61599 0 GENERAL OPERATIONS,EMERGENCY RESPONSE FUND,EMERGENCY SHELTER SOFIA QUINTERO ART & CULTURAL CENTER 341925216 60358 0 GENERAL OPERATIONS,CENARE; CULINARY EDUCATION, NUTRITION AND RESPONSIBLE EATING CHERRY STREET MISSION 341133369 60203 0 GENERAL OPERATIONS,CSMM WORKFORCE DEVELOPMENT AND EMPOWERED AI COLLABORATIVE PROGRAM ZEPF CENTER 341168947 56920 0 GENERAL OPERATIONS,SAFETY NET OTTAWA COUNTY TRANSITIONAL HOUSING INC 341744958 55430 0 GENERAL OPERATIONS,COMMUNITY SUPPORT SERVICES OUTREACH,RUTH ANN'S HOUSE THE COCOON 201011222 52397 0 GENERAL OPERATIONS,ADVOCACY SERVICES FOR SURVIVORS OF DOMESTIC AND SEXUAL VIOLENCE HARBOR BEHAVIORAL HEALTH 344434924 51808 0 GENERAL OPERATIONS,SUPPORTING EARLY EMOTIONAL DEVELOPMENT (SEED) ST PAUL'S COMMUNITY CENTER 341252554 50894 0 GENERAL OPERATIONS,THE SHELTER NEIGHBORHOOD HEALTH ASSOCIATION 237272741 50368 0 GENERAL OPERATIONS,PATIENT NAVIGATOR WOOD COUNTY EDUCATIONAL SERVICE CENTER 346401606 48950 0 GENERAL OPERATIONS,COMMUNITY LEARNING CENTERS-STARS UNITED WAY OF ALLEN COUNTY IN 350867932 46406 0 GENERAL OPERATIONS TOLEDO-LUCAS COUNTY CARENET 431986672 45853 0 GENERAL OPERATIONS,ACCESS TO HEALTHCARE ADVOCATES FOR BASIC LEGAL EQUALITY INC (ABLE) 237376131 45646 0 GENERAL OPERATIONS,MEDICAL LEGAL PARTNERSHIP FOR CHILDREN ART TATUM ZONE 522288427 41536 0 GENERAL OPERATIONS,ART TATUM ZONE COMMUNITY HUB TUTOR SMART GREATER TOLEDO 823147832 40502 0 GENERAL OPERATIONS,MAKE EVERY HOUR COUNT SOCIAL SERVICES FOR THE ARAB COMMUNITY SSFAC 455580082 40022 0 GENERAL OPERATIONS,ADVANCE EMPLOYMENT & TRAINING PROGRAM,IMMIGRANT & REFUGEE EQUAL ADVANCEMENT PROGRAM OTTAWA COUNTY FAMILY ADVOCACY CENTER 261457631 35565 0 GENERAL OPERATIONS,EMERGENCY RESPONSE FUND,GRANDLOVE TOLEDO DAY NURSERY 344465880 35224 0 GENERAL OPERATIONS,TOLEDO DAY NURSERY EQUITAS HEALTH 311126780 35169 0 GENERAL OPERATIONS,MPOWERMENT FOR A HEALTHY TOLEDO TOLEDO EARLY LEARNING COALITION INCORPORATED 833522504 35027 0 GENERAL OPERATIONS,PROGRAM EXTENSION TOLEDO ELC SHARED SERVICE ALLIANCE FOR KINDERGARTEN READINESS CATHOLIC CLUB 344428936 34678 0 GENERAL OPERATIONS,CLUB CARE 0-5 GLIDING STARS OF TOLEDO 883153422 32542 0 GENERAL OPERATIONS PARTNERS IN EDUCATION 341772429 30082 0 GENERAL OPERATIONS,MENTORS IN TOLEDO SCHOOLS (MITS) FAIR HOUSING CENTER OF NORTHWEST OHIO INC 237441706 30000 0 FAIR HOUSING SERVICES UNITED WAY OF WEST TENNESSEE 620590257 28255 0 GENERAL OPERATIONS AMERICAN RED CROSS OF WESTERN LAKE ERIE 530196605 26839 0 GENERAL OPERATIONS,FAMILY EMERGENCY RESPONSE SERVICES UNITED WAY OF WAYNE AND HOLMES COUNTIES INC 340946973 26570 0 GENERAL OPERATIONS MOM'S HOUSE 341710362 26476 0 GENERAL OPERATIONS,EARLY CHILDHOOD EDUCATION HABITAT FOR HUMANITY OF WOOD COUNTY OHIO 912043423 25457 0 GENERAL OPERATIONS,PROJECT HOMELESS CONNECT,HOME REPAIR PROGRAM CHILDREN'S RESOURCE CENTER 341191237 22404 0 GENERAL OPERATIONS,INFANT AND EARLY CHILDHOOD FAMILY SUPPORT AND PARENT EDUCATION CATHOLIC CHARITIES DIOCESE OF TOLEDO 344428254 18112 0 GENERAL OPERATIONS GRACE COMMUNITY CENTER INC 341262055 18066 0 GENERAL OPERATIONS,GCC CLOSING THE FOOD INSECURITY & HEALTH DISPARITY GAPS TOLEDO GROWS AGENCY 341350559 15965 0 GENERAL OPERATIONS,NUTRITION AND GARDEN EDUCATION AND SUPPORT HEART OF MISSOURI UNITED WAY 430735827 15053 0 GENERAL OPERATIONS GREAT LAKES COMMUNITY ACTION PARTNERSHIP 340975934 15000 0 WOOD COUNTY FINANCIAL OPPORTUNITY CENTER TASC OF NORTHWEST OHIO 341844894 15000 0 WARREN COMMONS UNITED WAY OF GREATER LAFAYETTE & TIPPECANOE COUNTY 350891621 14655 0 GENERAL OPERATIONS UNITED WAY OF THE COLUMBIA-WILLAMETTE 930582124 13473 0 GENERAL OPERATIONS WOOD COUNTY PUBLIC LIBRARY FOUNDATION 311417745 12775 0 GENERAL OPERATIONS,IMAGINATION LIBRARY UNITED WAY OF KERSHAW COUNTY 570717334 12068 0 GENERAL OPERATIONS UNITED WAY OF HENDERSON CO KY 610444700 12065 0 GENERAL OPERATIONS UNITED WAY OF WILSON COUNTY AND THE UPPER CUMBERLAND 621660029 10602 0 GENERAL OPERATIONS BOY SCOUTS OF AMERICA ERIE SHORES COUNCIL INC #460 344427945 10467 0 GENERAL OPERATIONS PORT CLINTON CITY SCHOOLS DISTRICT 346401093 10250 0 GENERAL OPERATIONS,CHAMPIONS FOR CHILDREN CANCER SERVICES OF ERIE COUNTY 340877577 10000 0 CANCER SERVICES PATIENT PROGRAM OTTAWA COUNTY COMMISSIONERS 346401025 10000 0 PERSONAL CARE ASSISTANCE PROGRAM HEART OF KENTUCKY UNITED WAY 237166092 9189 0 GENERAL OPERATIONS UNIVERSITY OF TOLEDO FOUNDATION 346555110 8765 0 GENERAL OPERATIONS ALZHEIMER'S ASSOCIATION NORTHWEST OHIO CHAPTER 133039601 8701 0 GENERAL OPERATIONS UNITED WAY OF NORTHWEST MICHIGAN 381679060 8431 0 GENERAL OPERATIONS SPECIAL OLYMPICS MICHIGAN 520889518 8431 0 GENERAL OPERATIONS UNITED WAY OF GREATER ATLANTA 580566194 8369 0 GENERAL OPERATIONS UNITED WAY OF ST CLAIR COUNTY 381357996 8276 0 GENERAL OPERATIONS UNITED WAY OF GREATER LIMA 344466356 8201 0 GENERAL OPERATIONS UNITED WAY OF HENRY COUNTY OH 341359317 6864 0 GENERAL OPERATIONS JEWISH FEDERATION OF TOLEDO 344428259 6745 0 GENERAL OPERATIONS ST ROSE PARISH & SCHOOL 344459028 6450 0 GENERAL OPERATIONS JUNIOR ACHIEVEMENT NORTHWEST OHIO INC 344430363 6402 0 GENERAL OPERATIONS ST JUDE'S CHILDREN'S RESEARCH HOSPITAL- MEMPHIS 620646012 6018 0 GENERAL OPERATIONS UNITED WAY OF KNOX IN & CRAWFORD COUNTY IL - VINCENNES IN 351158520 5860 0 GENERAL OPERATIONS LUCAS METROPOLITAN HOUSING AUTHORITY 463415835 5691 0 GENERAL OPERATIONS CONNECTING KIDS TO MEALS INC 341969461 5629 0 GENERAL OPERATIONS HOSPICE OF NORTHWEST OHIO 341283188 5579 0 GENERAL OPERATIONS UNITED WAY OF WHITESIDE COUNTY 366009102 5285 0 GENERAL OPERATIONS OREGON SCHOOLS FOUNDATION AMY HANSEN 341691643 5092 0 GENERAL OPERATIONS WITTENBERG UNIVERSITY 310537177 5059 0 GENERAL OPERATIONS DONOR DESIGNATIONS TO AGENCIES - UNDER 5000 798564 0 SUPPORT FOR VARIOUS AGENCIES PART I, LINE 2: UNITED WAY OF GREATER TOLEDO'S PROGRAM MONITORING PROCESS INCLUDES WRITTEN REPORTS OF PROGRAM OUTPUTS, PROGRAM EFFICACY MEASUREMENT REPORTS, DEMOGRAPHIC CHARACTERISTICS OF CLIENTS SERVED, AND FINANCIAL REPORTING ON PROGRAM REVENUE AND EXPENSES. ALL REPORTS ARE ENTERED BY AGENCIES THROUGH A WEB-BASED REPORTING SYSTEM. GROUPS OF COMMUNITY VOLUNTEERS REVIEW THE WRITTEN REPORTS, REGULARLY VISIT PROGRAMS IN ACTION AND VIEW PROGRAM DOCUMENTATION. THE INFORMATION OBTAINED IS USED TO EVALUATE HOW EACH PROGRAM IS FUNCTIONING ACCORDING TO THE PROGRAM PLAN SUBMITTED BY THE AGENCY. THE VOLUNTEER GROUPS MAY ELECT TO ADJUST, HOLD, OR END FUNDING TO A PROJECT BASED ON UNSATISFACTORY REPORTS OR SITE VISITS. X X X X 0 0 0 0 0 0 0 0 0 WENDY PESTRUE CEO 163607 0 11534 0 0 0 8726 0 0 0 183867 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS COMPLETED BY THE INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY UNITED WAY OF GREATER TOLEDO MANAGEMENT. THE BOARD TREASURER AND MEMBERS OF THE FINANCE/AUDIT COMMITTEE REVIEW AND ACCEPT THE RETURN. UPON ACCEPTANCE, THE FINAL DRAFT IS SENT VIA E-MAIL TO THE ENTIRE BOARD OF TRUSTEES FOR THEIR REVIEW ONE WEEK PRIOR TO THE FILING DUE DATE. FORM 990, PART VI, SECTION B, LINE 12C DISCLOSURE REQUIREMENTS ARE INCLUDED WITHIN THE CONFLICT OF INTEREST POLICY WHICH IS DISTRIBUTED ANNUALLY TO THE BOARD AND STAFF. WE ACQUIRE SIGNED ACKNOWLEDGEMENT OF THE POLICY AND MONITOR TO 100% PARTICIPATION. FORM 990, PART VI, SECTION B, LINE 15 PROGRAM PHILOSOPHY AND OBJECTIVES UNITED WAY OF GREATER TOLEDO'S ("UWGT OR "THE ORGANIZATION") PRIMARY OBJECTIVE IS TO PROVIDE A REASONABLE AND COMPETITIVE EXECUTIVE TOTAL COMPENSATION OPPORTUNITY CONSISTENT WITH MARKET-BASED COMPENSATION PRACTICES FOR INDIVIDUALS POSSESSING THE EXPERIENCE AND SKILLS NEEDED TO ADVANCE THE MISSION AND IMPROVE THE OVERALL PERFORMANCE OF THE ORGANIZATION. UWGT'S EXECUTIVE COMPENSATION PROGRAM IS DESIGNED TO: -ENCOURAGE THE ATTRACTION AND RETENTION OF HIGH CALIBER EXECUTIVES. -PROVIDE A COMPETITIVE TOTAL COMPENSATION PACKAGE, INCLUDING BENEFITS. -STRONGLY SUPPORT AND FURTHER TRANSITION TO A "PAY FOR PERFORMANCE" CULTURE THROUGH THE USE OF INCENTIVES FOR KEY EMPLOYEES. -REINFORCE THE GOALS FOR THE ORGANIZATION BY SUPPORTING TEAMWORK AND COLLABORATION. -ENSURE PAY IS PERCEIVED TO BE FAIR AND EQUITABLE. -BE FLEXIBLE TO REWARD INDIVIDUAL ACCOMPLISHMENTS AS WELL AS ORGANIZATIONAL SUCCESS. -ENSURE THE PROGRAM IS EASY TO EXPLAIN, UNDERSTAND AND ADMINISTER. -BALANCE THE NEED TO BE COMPETITIVE WITH THE LIMITS OF AVAILABLE FINANCIAL RESOURCES. -ENSURE THE PROGRAM COMPLIES WITH STATE AND FEDERAL LEGISLATION. EXECUTIVE COMPENSATION PROGRAM PROGRAM ELEMENTS ELEMENTS OF THE EXECUTIVE COMPENSATION PROGRAM INCLUDE: BASE SALARY, SHORT TERM INCENTIVES, LONG TERM INCENTIVES, PERQUISITES, BENEFITS, EXECUTIVE SUPPLEMENTAL BENEFITS, SUPPLEMENTAL RETIREMENT PLANS, BONUSES, DEFINED BENEFITS, DEFINED CONTRIBUTION, AND ANY AND ALL BENEFITS USED AS COMPENSATION OR INCENTIVES FOR THE EXECUTIVES. PROGRAM MARKET POSITION UNITED WAY OF GREATER TOLEDO CONSIDERS RELEVANT MARKET POSITIONS OF COMPARABLE NATIONAL, REGIONAL AND/OR LOCAL ORGANIZATIONS, AS REPORTED IN INDEPENDENT SURVEYS, IN ESTABLISHING THE MARKET ANALYSIS USED TO DETERMINE THE ORGANIZATION'S PAY GRADES AND PAY RANGES. TARGET COMPARATORS ARE COMPARABLE TO UWGT IN SIZE AND OPERATIONAL COMPLEXITY. COMPARATORS SHALL BE COMPRISED PRIMARILY OF NOT-FOR-PROFIT ORGANIZATIONS; HOWEVER, FOR-PROFIT ORGANIZATIONS MAY ALSO BE CONSIDERED FOR FUNCTIONALLY COMPARABLE POSITIONS. UWGT CONDUCTS A COMPLETE REVIEW OF ITS TOTAL COMPENSATION STRUCTURE EVERY THREE TO FIVE YEARS TO ASSESS ITS COMPETITIVENESS. UNDERSTANDING THE MARKET FOR EXECUTIVE TALENT MAY BE BROADER, THE EXECUTIVE COMPENSATION COMMITTEE MAY CHOOSE TO USE ADDITIONAL MARKET SEGMENTS AND PUBLISHED COMPENSATION SURVEYS AS A SUPPLEMENT TO THE STANDARD MARKET POSITION COMPARATORS. TOGETHER THESE MARKET SEGMENTS MAY BE USED TO FORM A "MARKET COMPOSITE' TO ASSESS THE COMPETITIVENESS OF EXECUTIVE COMPENSATION. UWGT MANAGES ITS BASE PAY AROUND THE 50TH PERCENTILE OF RELEVANT MARKET POSITIONS. PROGRAMS ARE DESIGNED TO BE FLEXIBLE; SO, COMPENSATION CAN BE ABOVE OR BELOW THE 50TH PERCENTILE BASED ON EXPERIENCE, PERFORMANCE AND BUSINESS NEEDS TO ATTRACT AND RETAIN SPECIFIC TALENT. INCENTIVE PLAN COMPENSATION FOR CEO TO REINFORCE A PAY-FOR-PERFORMANCE CULTURE, INCENTIVE COMPENSATION MAY BE OFFERED AT 5% ANNUAL TARGET. AWARDS UNDER THE PLAN WILL BE BASED ON SUCCESSFUL ACHIEVEMENT OF PREDETERMINED GOALS AND OBJECTIVES WHICH ALIGN WITH THE MISSION AND VALUES OF UWGT. GOVERNANCE AND PROCESS UNITED WAY OF GREATER TOLEDO'S EXECUTIVE COMPENSATION PROGRAM IS ADMINISTERED BY THE EXECUTIVE COMPENSATION COMMITTEE. THE EXECUTIVE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ESTABLISHING AND MAINTAINING A COMPETITIVE EXECUTIVE COMPENSATION PROGRAM FOR THE CEO, AS WELL AS ANY KEY EMPLOYEE WHOSE COMPENSATION FALLS WITHIN THE UPPER THIRD OF THE ESTABLISHED PAY GRADE. THE EXECUTIVE COMPENSATION COMMITTEE MEETS ANNUALLY TO REVIEW THE EXECUTIVE COMPENSATION PROGRAM. THE COMMITTEE UTILIZES THE ORGANIZATION'S COMPENSATION PROGRAM MARKET POSITION PROCESS AND ESTABLISHED PAY GRADES AND PAY RANGES TO EVALUATE THE EXECUTIVE COMPENSATION PROGRAM, AND ENSURE IT FALLS WITHIN A REASONABLE RANGE OF COMPETITIVE PRACTICES FOR COMPARABLE POSITIONS AMONG SIMILARLY SITUATED ORGANIZATIONS. THE COMMITTEE MAKES RECOMMENDATIONS FOR ANY EXECUTIVE COMPENSATION PROGRAM CHANGES TO THE BOARD OF TRUSTEES, AS APPROPRIATE. THE COMMITTEE DETERMINES BASE SALARY AND ANNUAL INCENTIVE ADJUSTMENTS, IN ACCORDANCE WITH THE COMPENSATION PROGRAM PARAMETERS AS STATED HEREIN, BASED ON THE RESULTS OF THE CEO'S ANNUAL PERFORMANCE EVALUATION CONDUCTED FOR THE FISCAL YEAR ENDING JUNE 30. THE COMMITTEE RECOMMENDS TO THE BOARD OF TRUSTEES FOR THEIR APPROVAL, SALARY AND INCENTIVE AWARDS FOR THE CEO WHICH WILL BE RETROACTIVE TO JULY 1. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST AND THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: UNCOLLECTIBLE PLEDGES -89,239. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 46,847. FORM 990, PART XII, LINE 2C: THE PROCESS USED HAS NOT CHANGED. UPIC SOLUTIONS INC 2146 CHAMBER CENTER DRIVE FORT MITCHELL KY 41017 611386122 PROVIDES ADMINISTRATIVE SHARED SERVICES TO LOCAL UNITED WAYS. KY 501(C)(3) 509(A)(3) N/A 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 UPIC SOLUTIONS INC M 199532 ACTUAL PAYMENTS MADE FOR SERVICES