2015-12-22T09:41:08-06:00 2015-06-30 410746749 CLIFTONLARSONALLEN LLP 11710 BELTSVILLE DRIVE SUITE 300 CALVERTON MD 20705 990 2014-07-01 530234290 UNITED WAY OF THE NATIONAL CAPITAL AREA UNIT 2024882000 1577 SPRING HILL ROAD NO 420 VIENNA VA 22182 ROSIE ALLEN-HERRING PRESIDENT & CEO 2024882000 2015-12-16 1 MELISSA ARNIE CPA P01222987 3019312050 2014 2016-03-07 17:11:31Z ROSIE ALLEN-HERRING 1577 SPRING HILL ROAD NO 420 VIENNA VA 22182 41108679 0 X WWW.UNITEDWAYNCA.ORG X 1974 DC WE IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY TO ADVANCE THE COMMON GOOD. 25 25 58 3670 0 0 31007513 30203388 1859567 1581588 1805858 1531292 47797 228895 34720735 33545163 25645345 23624601 0 0 5405392 5130811 0 0 3367930 3464020 2817549 34514757 31572961 205978 1972202 42595344 40115742 18477240 15402988 24118104 24712754 X UNITED WAY NCA HELPS CREATE THRIVING COMMUNITIES WHERE LOW TO MODERATE FAMILIES HAVE ACCESS TO EDUCATION, FINANCIAL STABILITY AND GOOD HEALTH, THE BUILDING BLOCKS TO SELF-SUFFICIENCY AND A HIGH QUALITY OF LIFE. 0 0 25141452 22429901 1581588 FUNDRAISING:UNITED WAY OF THE NATIONAL CAPITAL AREA (UNITED WAY NCA) GENERATES REVENUE AND RESOURCES THROUGH MULTIPLE CATEGORIES OF ENGAGEMENT. THE REVENUE RAISED BY UNITED WAY NCA IS THEN INVESTED BACK INTO THE COMMUNITY TO ADDRESS THE MOST CRITICAL NEEDS AND ISSUES IN OUR REGION. FOR OVER 40 YEARS, COMPANIES, FOUNDATIONS, PUBLIC ENTITIES, AND INDIVIDUAL DONORS HAVE RECOGNIZED UNITED WAY NCA AS THE PREEMINENT NONPROFIT FOR DONATING TO THE CAUSES THEY CARE ABOUT MOST.UNITED WAY NCA CONDUCTS OVER 700 WORKPLACE GIVING CAMPAIGNS IN OVER 2200 LOCATIONS. 580050 549700 EDUCATION:MIDDLE SCHOOL SUCCESS (GRADES 6-8) IS A CRITICAL PORTION OF THE PIPELINE LEADING YOUNG PEOPLE TOWARDS HIGH SCHOOL GRADUATION AND POST-GRADUATION SUCCESS. THEREFORE, UNITED WAY NCA HAS IDENTIFIED MIDDLE SCHOOL SUCCESS AS A PRIORITY AND HAS PARTNERED WITH THE ADMINISTRATION OF SEVERAL AREA SCHOOLS TO PROVIDE ASSISTANCE. OUR REGIONAL INVESTMENTS AND NONPROFIT PARTNERSHIPS PROVIDES LOW INCOME STUDENTS, WHO ARE AT RISK OF FALLING FURTHER BEHIND, WITH IN-SCHOOL ACADEMIC SUPPORT AND EMOTIONAL AND SOCIAL SERVICES TO HELP THEM AVOID TRANSITIONING TO HIGH SCHOOL UNPREPARED FOR THE CHALLENGES THAT LAY AHEAD. 276500 276500 WORKFORCE DEVELOPMENT:VETERANS INITIATIVE / PILOT LAUNCHOVER THE LAST FEW YEARS, UNITED WAY NCA EXPANDED ITS FINANCIAL STABILITY WORK TO INCLUDE A WORKFORCE DEVELOPMENT EFFORT TARGETED TO POST 9/11 VETERANS. UNITED WAY NCA HAS SUSTAINED ITS SUPPORT OF VETERANS BY CONTINUING ITS INVESTMENT IN THREE KEY PARTNERSHIPS. THE FIRST PARTNERSHIP IS WITH STUDENT VETERANS OF AMERICA ("SVA") TO MAINTAIN THEIR COUNSELING STATION AT THE NATIONAL VETERANS CENTER IN THE DISTRICT OF COLUMBIA, WHICH UNITED WAY NCA PROVIDED SEED FUNDING TO LAUNCH IN 2013. 264138 FUN, FLY, AND FIT 207000 206000 CI 120000 120000 HEALTH 70488 2500 BASIC NEEDS 40000 40000 FINANCIAL STABILITY 701626 368500 26699628 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 25 0 58 1 0 0 0 0 0 1 1 0 0 0 0 X 25 25 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 DC MD VA X X KEVIN SMITH 2024882000 1577 SPRING HILL ROAD SUITE 420 VIENNA VA 22182 JOSEPH M RIGBY PAST CHAIR 2.00 X X 0 0 0 TED DAVIES CHAIR 2.00 X X 0 0 0 AMY BOBCHEK SECRETARY 2.00 X X 0 0 0 GARY TABACH FINANCE CHAIR, TREASURER 2.00 X X 0 0 0 USHA CHAUDHARY AUDIT COMMITTEE CHAIR 2.00 X 0 0 0 CLAUDE E BAILEY ETHICS CHAIR 2.00 X 0 0 0 JIM DINEGER RESOURCE DEVELOPMENT CHAIR,ARLINGTON 2.00 X 0 0 0 ANGELA FRANCO AT LARGE 2.00 X 0 0 0 MICHAEL HARRELD CO-CHAIR, NOMINATING COMMITTEE 2.00 X 0 0 0 FRANK FANNON ALEXANDRIA REP 2.00 X 0 0 0 IMANI GREENE AT LARGE 2.00 X 0 0 0 ELISE SHUTZER CO-CHAIR, NOMINATING COMMITTEE 2.00 X 0 0 0 GLENN IVEY AT LARGE 2.00 X 0 0 0 STEVE PROCTOR AT LARGE 2.00 X 0 0 0 BILL REEDER PRINCE WILLIAM COUNTY REP 2.00 X 0 0 0 NICK LEWIS AT LARGE 2.00 X 0 0 0 LAWRENCE COOPER MONTGOMERY COUNTY REP 2.00 X 0 0 0 MIKE BRADSHAW AT LARGE 2.00 X 0 0 0 JON LOVE TECHNOLOGY CHAIR, AT LARGE 2.00 X 0 0 0 ALEX ORFINGER MARKETING & COMMUNICATIONS CHAIR 2.00 X 0 0 0 ANTHONY PICA AT LARGE 2.00 X 0 0 0 TOM RAFFA AT LARGE 2.00 X 0 0 0 PAUL THORNELL AT LARGE 2.00 X 0 0 0 TONI TOWNES-WHITLEY AT LARGE 2.00 X 0 0 0 KEN SAMET AT LARGE 2.00 X 0 0 0 ROSIE ALLEN-HERRING PRESIDENT & CEO 50.00 X X 352450 0 48744 KELLY BRINKLEY COO 50.00 X 213848 0 24792 KEVIN SMITH CFO 50.00 X 90778 0 10740 DAVID BOHN INTERIM CFO - 7/1/14 - 7/31/14 20.00 X 0 0 0 TIMOTHY JOHNSON SVP COMMUNITY IMPACT 50.00 X 128248 0 12091 GEORGE YOUNG SR DIRECTOR OF MEMBER SERV 50.00 X 133889 0 23589 QUN LIANG SR DIRECTOR OF FINANCE 50.00 X 133622 0 22888 KYLE RAHN SVP RESOURCE DEVELOPMENT 50.00 X 131066 0 15836 ROSE WATSON DIRECTOR OF HUMAN RESOURCES 50.00 X 128240 0 15783 1312141 0 174463 11 0 1 0 PROFORMA PO BOX 640814 CINCINNATI OH 45264 ADVERTISING 187354 HEALTHY SOLUTIONS PO BOX 1575 TEMPLE HILLS MD 20757 PROGRAM SERVICES 167690 BIBBY FINANCIAL SERVICES PO BOX 742890 ATLANTA GA 30374 TEMPORARY HELP 127804 OFFICE TEAM 12400 COLLECTIONS CENTER DR CHICAGO IL 60693 TEMPORARY HELP 127304 CLIFTONLARSONALLEN LLP 1966 GREENSPRING DRIVE STE 300 TIMONIUM MD 21093 PROFESSIONAL SERVICES 103701 6 10748844 286083 19168461 55162 30203388 CAMPAIGN FEE REVENUE 900099 1581588 1581588 1581588 756619 756619 8297226 7522085 468 775141 -468 774673 774673 64874 26663 38211 38211 204984 14300 190684 190684 33545163 1581588 0 1760187 23624601 23624601 859105 278228 282166 298711 7499 2250 2250 2999 3302503 1448657 491682 1362164 435594 191837 63004 180753 257497 117652 29178 110667 268613 117200 45117 106296 48897 8581 18193 22123 48528 48528 171830 171830 467488 269639 27095 170754 388289 4872 1054 382363 316445 100591 80300 135554 65397 45609 19788 552229 242981 77312 231936 46032 12949 5350 27733 118557 18293 33595 66669 323257 142233 45256 135768 216771 95379 30348 91044 53829 23685 7536 22608 31572961 26699628 1505403 3367930 1136762 1126222 2362216 4397721 11970148 9842098 5067 221 111285 122297 2262916 1339395 1132166 923521 25832444 23620406 45256 83256 42595344 40115742 2344164 2091453 13822566 10703423 0 3225 2310510 2604887 18477240 15402988 X 21658937 21550817 2284167 2986937 175000 175000 24118104 24712754 42595344 40115742 X 1972202 -805200 -572350 X 0 1 X 1 0 X 28873677 33025401 33776321 31007513 30203388 156886300 28873677 33025401 33776321 31007513 30203388 156886300 156886300 684567 656424 609780 723672 756619 3431062 46306 49677 46441 47797 228895 419116 160736478 8799054 0.97600 0.97960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 200816 3160 25816 178160 191359 9457 200816 2016284 1123 1826048 191359 2873379 2253393 14008 3124496 2016284 630969 2570445 1228 329263 2873379 0.98980 0.01020 0 0 891190 245391 645799 1203989 926267 277722 167737 167737 0 923521 DEFINED BENEFIT PENSION LIABILITY 2589714 457B PLAN LIABILITY 15173 2604887 X 12005257 -805200 782439 26663 3902 12001355 171830 21371978 21543808 33545163 10838255 782439 26663 809102 10029153 171830 21371978 21543808 31572961 PART V, LINE 4: THE ENDOWMENT REPRESENTS A CHARITABLE BEQUEST RESTRICTED TO INVEST IN PERPETUITY FOR COMMUNITY IMPACT FUNDS AND A CHARITABLE BEQUEST TO INVEST IN PERPETUITY FOR GENERAL OPERATIONS. PART X, LINE 2: THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, UNITED WAY NCA MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED UNITED WAY NCA'S TAX POSITIONS AND CONCLUDED THAT UNITED WAY NCA HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, UNITED WAY NCA IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 26,663. PART XI, LINE 4B - OTHER ADJUSTMENTS: NET CONTRIBUTORS' DESIGNATIONS HONORED 21,371,978. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 26,663. PART XII, LINE 4B - OTHER ADJUSTMENTS: NET CONTRIBUTORS' DESIGNATIONS HONORED 21,371,978. LOUDOUN GOLF TOURNAMENT 64874 64874 100 6880 17053 1033 1597 64874 64874 100 6880 17053 1033 1597 26663 38211 204984 0 14300 0 0 0 204984 14300 14300 190684 VA DC MD 0 A LICENSE IS NOT REQUIRED TO DO A SWEEPSTAKES IN THESE STATES. 0 0 0 0.00000 1.00000 KELLY BRINKLEYCHRIS PRESTONFINANCE 1577 SPRING HILL ROAD VIENNA VA 22182 0 KELLY BRINKLEY 80000 KELLY BRINKLEY, CHIEF OPERATING OFFICER OF THE UNITED WAY OF THE NATIONAL CAPITAL AREA, MANAGED THE FY15 SWEEPSTAKES ACTIVITIES. X 0 SCHEDULE G, PAGE 2, PART II UNITED WAY NCA HOSTED A LOUDOUN CHARITY GOLF FUNDRAISING EVENT, TO RAISE FUNDS TO SUPPORT THOSE IN NEED IN LOUDOUN COUNTY, VIRGINIA. SCHEDULE G, PAGE 2, PART III UNITED WAY NCA OFFERED A GIVE & WIN SWEEPSTAKES TO PARTICIPANTS, AS PART OF THE REGULAR WORKPLACE CAMPAIGNS. PARTICIPANTS WERE OFFERED A CHANCE TO WIN VARIOUS PRIZES, IF THEY GAVE A GIFT OF $1 PER WEEK, FOR 52 WEEKS. 1 ACTION IN COMMUNITY THROUGH SERVICE OF PRINCE WILLIAM 3900 ACTS LANE DUMFIRES VA 22026 540897679 501(C)(3) 10000 PROGRAM SUPPORT ALIVE INC 2723 KING STREET ALEXANDRIA VA 22312 540914017 501(C)(3) 12500 PROGRAM SUPPORT ARC OF GREATER PRINCE WILLIAMINSIGHT INC THE 13505 HILLENDALE DRIVE WOODBRIDGE VA 22193 540743298 501(C)(3) 10000 PROGRAM SUPPORT ARC OF LOUDOUN THE 601 CATOCTIN CIRCLE NE LEESBURG VA 20176 540835314 501(C)(3) 17000 PROGRAM SUPPORT ARLINGTON FOOD ASSISTANCE CENTER 2708 SOUTH NELSON STREET ARLINGTON VA 22206 541473207 501(C)(3) 12000 PROGRAM SUPPORT ARLINGTON THRIVE PO BOX 7429 ARLINGTON VA 22207 510207684 501(C)(3) 15092 PROGRAM SUPPORT BETHANY HOUSE OF NORTHERN VIRGINIA INC 6121 LINCOINIA ROAD ALEXANDRIA VA 22312 510252177 501(C)(3) 10000 PROGRAM SUPPORT CAPITAL AREA ASSET BUILDING CORPORATION 1444 I STREET NW SUITE 201 WASHINGTON DC 20005 522002672 501(C)(3) 25000 PROGRAM SUPPORT CAPITAL PARTNERS FOR EDUCATION 1413 K STREET NW 2ND FLOOR WASHINGTON DC 20005 521832497 501(C)(3) 15000 PROGRAM SUPPORT CASA CHILDREN'S INTERVENTION SERVICES INC 9384 FORESTWOOD LANE MANASSAS VA 20110 541661340 501(C)(3) 10000 PROGRAM SUPPORT CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON 924 G STREET NW WASHINGTON DC 20001 530196524 501(C)(3) 16000 PROGRAM SUPPORT CENTER FOR NON-PROFIT ADVANCEMENT 1666 K STREET NW SUITE 440 WASHINGTON DC 20006 521139669 501(C)(3) 11000 PROGRAM SUPPORT CENTRONIA 1420 COLUMBIA ROAD NW WASHINGTON DC 20009 251689720 501(C)(3) 18500 PROGRAM SUPPORT CITY OF MANASSAS PUBLIC SCHOOLS EDUCATION FOUNDATION INC THE 9000 TUDOR LANE MANASSAS VA 20110 541655142 501(C)(3) 10000 PROGRAM SUPPORT CITY YEAR INC 1875 CONNECTICUT AVENUE NW SUITE 1130 WASHINGTON DC 20009 222882549 501(C)(3) 200000 PROGRAM SUPPORT COALITION FOR COMMUNITY SCHOOLS 4301 CONNECTICUT AVENUE NW SUITE 100 WASHINGTON DC 20008 521198450 501(C)(3) 50000 PROGRAM SUPPORT COMMUNITIES IN SCHOOLS OF THE NATION'S CAPITAL 3121 SOUTH STREET NW WASHINGTON DC 20007 721581607 501(C)(3) 200000 PROGRAM SUPPORT COMMUNITY FOUNDATION FOR THE NATIONAL CAPITAL REGION 1201 15TH STREET NW SUITE 420 WASHINGTON DC 20005 237343119 501(C)(3) 80000 PROGRAM SUPPORT COMMUNITY LODGINGS INC 3912 ELBERT AVENUE SUITE 108 ALEXANDRIA VA 22305 541428495 501(C)(3) 12500 PROGRAM SUPPORT COMMUNITY MINISTRIES OF ROCKVILLE INC 1010 GRANDIN AVENUE SUITE A-1 ROCKVILLE MD 20851 520910334 501(C)(3) 12000 PROGRAM SUPPORT COMMUNITY SUPPORT SYSTEMS INC PO BOX 206 AQUASCO MD 20608 521949052 501(C)(3) 15000 PROGRAM SUPPORT COMPUTER CORE 3846 KING STREET ALEXANDRIA VA 22302 541968428 501(C)(3) 23000 PROGRAM SUPPORT CORNERSTONES INC 11150 SUNSET HILLS ROAD SUITE 210 RESTON VA 20190 541037615 501(C)(3) 27000 PROGRAM SUPPORT GOODWILL OF GREATER WASHINGTON 2200 SOUTH DAKOTA AVENUE NE WASHINGTON DC 20018 530196588 501(C)(3) 10000 PROGRAM SUPPORT DC CENTRAL KITCHEN INC 425 2ND STREET NW WASHINGTON DC 20001 521584936 501(C)(3) 10000 PROGRAM SUPPORT DOORWAYS FOR WOMEN AND FAMILIES INC PO BOX 100185 ARLINGTON VA 22210 541087829 501(C)(3) 10000 PROGRAM SUPPORT EASTER SEALS GREATER WASHINGTON-BALTIMORE REGION INC 1420 SPRING STREET SILVER SPRING MD 20910 530212296 501(C)(3) 15000 PROGRAM SUPPORT FACETS CARES INC 10640 PAGE AVENUE SUITE 300 FAIRFAX VA 22030 541516266 501(C)(3) 20000 PROGRAM SUPPORT FAMILY CRISIS CENTER OF PRINCE GEORGE'S COUNTY INC 3601 TAYLOR STREET BRENTWOOD MD 20722 521244526 501(C)(3) 10000 PROGRAM SUPPORT FISHING SCHOOL INC 4737 MEADE STREET NE WASHINGTON DC 20019 521736536 501(C)(3) 12500 PROGRAM SUPPORT FOOD & FRIENDS INC 219 RIGGS ROAD NE WASHINGTON DC 20011 521648941 501(C)(3) 22000 PROGRAM SUPPORT FOUNDATION FOR THE ADVANCEMENT OF MUSIC & EDUCATION INC THE 7100 QUISINBERRY WAY BOWIE MD 20720 593836026 501(C)(3) 15000 PROGRAM SUPPORT FRIENDS OF LOUDOUN COUNTY MENTAL HEALTH INC PO BOX 4452 LEESBURG VA 20177 510246519 501(C)(3) 10000 PROGRAM SUPPORT GAITHERSBURG HELP INC 301 MUDDY BRANCH ROAD GAITHERSBURG MD 20878 237413600 501(C)(3) 10000 PROGRAM SUPPORT GEORGE B THOMAS SR LEARNING ACADEMY INC THE 7210 HIDDEN CREEK ROAD BETHESDA MD 20817 521962992 501(C)(3) 14000 PROGRAM SUPPORT HELP FOR OTHERS 21864 REGENTS PARK CIRCLE STERLING VA 20166 562591093 501(C)(3) 12481 PROGRAM SUPPORT HILLSIDE WORK SCHOLARSHIP 6305 IVY LANE SUITE 214 GREENBELT MD 20770 161453581 501(C)(3) 60000 PROGRAM SUPPORT HOME CARE PARTNERS INC 1234 MASSACHUSETTS AVENUE NW SUITE C-1002 WASHINGTON DC 20005 521920603 501(C)(3) 10000 PROGRAM SUPPORT HOPE AND A HOME INC 1439 R STREET NW WASHINGTON DC 20009 202869184 501(C)(3) 15000 PROGRAM SUPPORT HOUSING TRUST FUND OF NORTHERN VIRGINIA INC 3684 CENTERVIEW DRIVE SUITE 1108 CHANTILLY VA 20151 300089379 501(C)(3) 20000 PROGRAM SUPPORT JILL'S HOUSE INC PO BOX 9104 MCLEAN VA 22102 371465256 501(C)(3) 26000 PROGRAM SUPPORT JUST NEIGHBORS MINISTRY INC 5827 COLUMBIA PIKE SUITE 320 FALLS CHURCH VA 22041 541820633 501(C)(3) 30000 PROGRAM SUPPORT KIDS ENJOY EXERCISE NOW - KEEN GREATER DC PO BOX 341590 BETHESDA MD 20827 521767631 501(C)(3) 10000 PROGRAM SUPPORT LATIN AMERICAN YOUTH CENTER INC 1419 COLUMBIA ROAD NW WASHINGTON DC 20009 521023074 501(C)(3) 200000 PROGRAM SUPPORT LITERACY VOLUNTEERS OF AMERICA-PRINCE WILLIAM INC 4326 DALE BOULEVARD SUITE 2 WOODBRIDGE VA 22193 541590421 501(C)(3) 10000 PROGRAM SUPPORT LOUDOUN CITIZENS FOR SOCIAL JUSTICE - LOUDON ABUSED WOMEN SHELTER LAWS 105 EAST MARKET STREET LEESBURG VA 20176 541282756 501(C)(3) 10000 PROGRAM SUPPORT LOUDOUN CARES 163 FORT EVANS ROAD NW 3RD FLOOR LEESBURG VA 20176 743071794 501(C)(3) 12000 PROGRAM SUPPORT LOUDOUN INTERFAITH RELIEF INC 750 MILLER DRIVE SUITE A-1 LEESBURG VA 20175 541591635 501(C)(3) 15000 PROGRAM SUPPORT LOUDOUN LITERACY COUNCIL 17 ROYAL STREET SW LEESBURG VA 20175 521227843 501(C)(3) 15000 PROGRAM SUPPORT LOUDOUN VOLUNTEER CAREGIVERS A FAITH IN ACTION PROGRAM 704 SOUTH KING STREET SUITE 2 LEESBURG VA 20175 541753304 501(C)(3) 12500 PROGRAM SUPPORT LT JOSEPH P KENNEDY INSTITUTE 801 BUCHANAN STREET NE WASHINGTON DC 20017 530258035 501(C)(3) 15000 PROGRAM SUPPORT LUTHERAN SOCIAL SERVICES OF THE NATIONAL CAPITAL AREA INC 7401 LEESBURG PIKE FALLS CHURCH VA 22043 530207407 501(C)(3) 10000 PROGRAM SUPPORT MANNA FOOD CENTER INC 9311 GAITHER ROAD GAITHERSBURG MD 20877 521289203 501(C)(3) 10000 PROGRAM SUPPORT MARY'S CENTER FOR MATERNAL AND CHILD CARE INC 2333 ONTARIO ROAD NW WASHINGTON DC 20009 521594116 501(C)(3) 22000 PROGRAM SUPPORT MVLE INC 7420 FULLERTON ROAD SUITE 1108 SPRINGFIELD VA 22153 540901005 501(C)(3) 11507 PROGRAM SUPPORT NATIONAL CENTER FOR CHILDREN AND FAMILIES 6301 GREENTREE ROAD BETHESDA MD 20817 520591586 501(C)(3) 42500 PROGRAM SUPPORT NORTHERN VA COMMUNITY COLLEGE 3926 PENDER DRIVE SUITE 150 FAIRFAX VA 22030 541268263 501(C)(3) 55000 PROGRAM SUPPORT NORTHERN VIRGINIA FAMILY SERVICE 10455 WHITE GRANITE DRIVE SUITE 100 100 OAKTON VA 22124 540791977 501(C)(3) 30500 PROGRAM SUPPORT NOVA SCRIPTSCENTRAL INC 6400 ARLINGTON BOULEVARD SUITE 120 FALLS CHURCH VA 22042 651275162 501(C)(3) 20000 PROGRAM SUPPORT OAR OF FAIRFAX COUNTY INC 10640 PAGE AVENUE SUITE 250 FAIRFAX VA 22030 540952630 501(C)(3) 23000 PROGRAM SUPPORT PRINCE GEORGE'S COMMUNITY COLLEGE FOUNDATION 301 LARGO ROAD ACCOKEEK HALL 312 LARGO MD 20774 521429938 501(C)(3) 10000 PROGRAM SUPPORT PRINCE GEORGE'S CTY DELTA ALUMNAE PO BOX 4451 CAPITOL HEIGHTS MD 20791 521968496 501(C)(3) 25000 PROGRAM SUPPORT READING CONNECTION INC THE 4001 N 9TH STREET ARLINGTON VA 22203 541628863 501(C)(3) 24500 PROGRAM SUPPORT SALVATION ARMY NATIONAL CAPITAL AREA COMMAND 2626 PENNSYLVANIA AVENUE WASHINGTON DC 20036 580660607 501(C)(3) 14500 PROGRAM SUPPORT SCAN OF NORTHERN VIRGINIA INC 1705 FERN STREET 2ND FLOOR ALEXANDRIA VA 22302 541473693 501(C)(3) 10000 PROGRAM SUPPORT SHELTER HOUSE INC 2579 JOHN MILTON DRIVE SUITE 220 HERNDON VA 20171 521217106 501(C)(3) 20000 PROGRAM SUPPORT SIDE BY SIDE INC 15808 KERR ROAD LAUREL MD 20707 260573831 501(C)(3) 15000 PROGRAM SUPPORT GOODWILL OF GREATER WASHINGTON 2200 SOUTH DAKOTA AVENUE NE WASHINGTON DC 20018 530196588 501(C)(3) 16500 PROGRAM SUPPORT SKILLSOURCE GROUP INC 8300 BOONE BOULEVARD SUITE 450 VIENNA VA 22182 300129320 501(C)(3) 25000 PROGRAM SUPPORT SO OTHERS MIGHT EAT (SOME INC) 71 O STREET NW WASHINGTON DC 20001 237098123 501(C)(3) 14000 PROGRAM SUPPORT SPANISH CATHOLIC CENTER INC 1618 MONROE STREET NW WASHINGTON DC 20010 520980905 501(C)(3) 18000 PROGRAM SUPPORT STUDENT VETERANS OF AMERICA 1625 K STREET NW SUITE 320 WASHINGTON DC 20006 261971279 501(C)(3) 30000 PROGRAM SUPPORT THRIVE DC 1525 NEWTON STREET NW SUITE G1 WASHINGTON DC 20010 521485474 501(C)(3) 19000 PROGRAM SUPPORT TRANSITIONAL HOUSING BARN INC 9541 LINTON HALL ROAD BRISTOW VA 20136 541716489 501(C)(3) 10000 PROGRAM SUPPORT TURNING THE PAGE 1625 K STREET NW SUITE 102 WASHINGTON DC 20006 522081934 501(C)(3) 19856 PROGRAM SUPPORT UNITED COMMUNITIES AGAINST POVERTY INC 1400 DOEWOOD LANE CAPITOL HEIGHTS MD 20743 520822919 501(C)(3) 15000 PROGRAM SUPPORT WASHINGTON DC POLICE FOUNDATION 1156 15TH STREET NW SUITE 600 WASHINGTON DC 20005 412250114 501(C)(3) 20000 PROGRAM SUPPORT WESTERN FAIRFAX CHRISTIAN MINISTRIES PO BOX 220802 CHANTILLY VA 20153 541606629 501(C)(3) 20000 PROGRAM SUPPORT WOMEN'S CENTER THE 133 PARK STREET NE VIENNA VA 22180 237423496 501(C)(3) 15012 PROGRAM SUPPORT WUMCO HELP INC PO BOX 247 POOLESVILLE MD 20837 521425830 501(C)(3) 10678 PROGRAM SUPPORT 80 0 PART I, LINE 2: GRANTEES MUST MEET ELIGIBILITY REQUIREMENTS TO QUALIFY FOR A GRANT. IN ADDITION, THEY MUST SUBMIT A SIX MONTH AND A FINAL REPORT DETAILING THE USE OF GRANT FUNDS AND OUTCOMES. X X X X X 1 0 0 0 0 0 0 1 0 ROSIE ALLEN-HERRING PRESIDENT & CEO 277450 0 75000 0 0 0 31040 0 17704 0 401194 0 0 0 KELLY BRINKLEY COO 195848 0 18000 0 0 0 15694 0 9098 0 238640 0 0 0 GEORGE YOUNG SR DIRECTOR OF MEMBER SERV 130389 0 3500 0 0 0 10488 0 13101 0 157478 0 0 0 QUN LIANG SR DIRECTOR OF FINANCE 128622 0 5000 0 0 0 10146 0 12742 0 156510 0 0 0 PART I, LINE 4A KYLE RAHN RECEIVED A SEVERANCE PAYMENT OF $25,865. PART I, LINE 7 A PERFORMANCE BASED BONUS OF $75,000 WAS AWARDED TO ROSIE ALLEN-HERRING BY THE BOARD OF DIRECTORS. A PERFORMANCE BASED BONUS OF $18,000 WAS AWARDED TO KELLY BRINKLEY BY THE PRESIDENT AND CEO. X 11 55162 AVERAGE DAILY PRICE 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTORS FORM 990, PART I & PART III, LINE 1 DESCRIPTION OF ORGANIZATION MISSION: UNITED WAY OF THE NATIONAL CAPITAL AREA IMPROVES THE LIVES OF UNDERSERVED INDIVIDUALS IN THE NATIONAL CAPITAL AREA BY CONVENING COMMUNITY STAKEHOLDERS TO IDENTIFY THE REGION'S MOST PRESSING NEEDS; COLLABORATING WITH EFFECTIVE ORGANIZATIONS TO CREATE SOLUTIONS TO ADDRESS THOSE NEEDS; AND FOCUSING COMMUNITY RESOURCES ON CREATING MEASUREABLE AND LASTING IMPACT. UNITED WAY NCA WORKS TO HELP ALL MEMBERS OF OUR COMMUNITY TO HAVE A BETTER LIFE. WE FOCUS ON THE BUILDING BLOCKS OF A GOOD LIFE - A QUALITY EDUCATION, FINANCIAL STABILITY FOR INDIVIDUALS AND FAMILIES, BASIC NEEDS, AND GOOD HEALTH. WE CONVENE THE PEOPLE AND ORGANIZATIONS NECESSARY TO CREATE SOLUTIONS TO OUR REGION'S MOST PRESSING CHALLENGES. WE COLLABORATE WITH EFFECTIVE PARTNERS AND SERVE AS THE CATALYST FOR COMMUNITY CHANGE. WE BRING TOGETHER THE VOICES, EXPERTISE AND RESOURCES NEEDED TO DEFINE, ARTICULATE AND CREATE COMMUNITY IMPACT IN THE NATIONAL CAPITAL AREA. EDUCATION: LOW INCOME STUDENTS FACE A VARIETY OF BARRIERS AND STRESSORS INCLUDING: LIMITED INSTANCES OF HEALTHY, CARING ADULT RELATIONSHIPS; TRAUMA FROM ECONOMIC STRESS; HOUSING INSECURITY AND LACK OF ACCESS TO HEALTHY FOOD. RECOGNIZING THE MANY BARRIERS TO ACHIEVEMENT THAT STUDENTS FACE, A NUMBER OF NONPROFITS SEEK TO PARTNER WITH LOCAL SCHOOLS TO ADDRESS THEIR STUDENT'S ACADEMIC, HEALTH, AND SOCIAL NEEDS. YET, MANY SCHOOLS LACK THE CAPACITY TO MANAGE THESE PARTNERSHIPS AND EVALUATE THEIR EFFECTIVENESS. UNFORTUNATELY, NONPROFITS OFTEN WORK IN SILOS TOWARD PROGRAMMATIC ENDS RATHER THAN COLLECTIVE GOALS. MOVING THE NEEDLE ON THESE ISSUES REQUIRES THE IDENTIFICATION, EVALUATION AND SUPPORT OF STRONG PROGRAMS AND INTERVENTIONS THAT CAN BE TAKEN TO SCALE. USING A VARIATION OF THE COMMUNITY SCHOOL MODEL, UNITED WAY NCA BRINGS TOGETHER PARTNERS TO PROVIDE WRAPAROUND SERVICES IN TARGETED TITLE I-FUNDED MIDDLE SCHOOLS ACROSS THE REGION. THESE COLLABORATIONS WILL ADDRESS THE ACADEMIC AND SOCIAL SUPPORT NEEDS OF LOW-INCOME STUDENTS AND THEIR FAMILIES. OUR GOAL IS TO PREPARE 12,000 TITLE I MIDDLE SCHOOL STUDENTS TO TRANSITION TO HIGH SCHOOL PERFORMING AT GRADE LEVEL AND ON TRACK TO SUCCEED BY JUNE 2020. FINANCIAL STABILITY: UNITED WAY NCA SERVES LOW TO MODERATE INCOME INDIVIDUALS AND FAMILIES ACROSS THE REGION AND HELPS THEM TO BECOME MORE FINANCIALLY SECURE. THESE INDIVIDUALS ARE OFTEN WORKING BUT ARE NOT EARNING ENOUGH TO MAKE ENDS MEET. THEY ARE MOST LIKELY USING FRINGE FINANCIAL SERVICES LIKE CHECK CASHING STORES, PREDATORY PAYDAY LOANS, OR PAYING HIGH FEES FOR TAX PREPARATION. THESE ARE OFTEN THE VERY FAMILIES OF OUR MIDDLE SCHOOL STUDENTS, OUR ELDERLY OR OUR SOLDIERS AND THEIR FAMILIES (BOTH VETERANS AND ACTIVE DUTY). NEARLY A THIRD OF OUR REGION IS LIQUID ASSET POOR. THIS MEANS THEY DON'T HAVE SUFFICIENT NET WORTH TO SUBSIST AT THE POVERTY LEVEL FOR THREE MONTHS WITHOUT INCOME. FOR THESE HOUSEHOLDS, THE LOSS OF A JOB COULD VERY QUICKLY PUT THEM AT RISK OF HOMELESSNESS. OUR GOAL IS TO PROVIDE 100,000 RESIDENTS WITH SERVICES THAT REMOVE BARRIERS TO FINANCIAL STABILITY AND AFFORDABLE HOUSING. OVER THE NEXT FIVE YEARS, UNITED WAY NCA WILL LAUNCH FINANCIAL EMPOWERMENT CENTERS ACROSS THE NATIONAL CAPITAL AREA THAT WILL ALLOW COMMUNITY RESIDENTS TO ACCESS MULTIPLE ASSET BUILDING SERVICES AT ONCE. SERVICES INCLUDE YEAR ROUND TAX PREPARATION, FINANCIAL COACHING, ENTREPRENEURIAL ASSISTANCE, CREDIT AND HOUSING COUNSELING, BUDGET MANAGEMENT AND ACCESS TO FREE OR LOW COST BANKING PRODUCTS. HEALTH: FOR COMMUNITIES TO THRIVE, ITS MEMBERS MUST BE HEALTHY. RECOGNIZING THAT HEALTH IS CENTRAL TO ACADEMIC ACHIEVEMENT AND INDIVIDUALS' AND FAMILIES' ABILITY TO ACHIEVE FINANCIAL STABILITY, WE HAVE EMBED HEALTH PROGRAMS, PARTNERSHIPS AND POLICIES THROUGHOUT OUR WORK. FFF INITIATIVE: FUN, FLY & FIT (FFF) IS UNITED WAY NCA'S SIGNATURE HEALTH INITIATIVE THAT PROMOTES ANTI CHILD OBESITY AND NUTRITION EDUCATION TO STUDENTS AND FAMILIES IN THE REGION. A MAJOR FOCUS OF FFF WAS TO INCREASE THE NUMBER OF MINUTES THAT CHILDREN AND YOUTH ARE PHYSICALLY ACTIVE IN AND OUT OF SCHOOL. FFF WAS SUCCESSFUL IN ACHIEVING THIS GOAL. STUDENT PARTICIPANTS SPENT AN AVERAGE OF 80 MINUTES IN "PLAY" (UNSTRUCTURED EXERCISE) AND 80 MINUTES IN "ACTIVITY" (STRUCTURED EXERCISE) FOR A TOTAL OF 543,930 MINUTES IN PLAY AND 543,930 MINUTES IN ACTIVITY DURING THE 2014-2015 FFF SCHOOL YEAR. THIS IS A MAJOR ACCOMPLISHMENT, GIVEN IT WAS ESTIMATED THAT PRIOR TO FFF, STUDENTS SPENT ONLY 50 - 75 MINUTES IN PLAY OR ACTIVITY PER WEEK. THE INCREASE WAS ON AN AVERAGE OF 160 MINUTES IN PLAY AND ACTIVITY PER WEEK. FIVE FAMILY HEALTH NIGHTS TOOK PLACE DURING THE 2014-15 SCHOOL YEAR IN FIVE AREA ELEMENTARY SCHOOLS. EACH FAMILY EVENT FEATURED FREE HEALTH SCREENINGS, EDUCATIONAL ACTIVITIES BY COMMUNITY PARTNERS, LIGHT DINNER, ACTIVE PLAY AND GAMES, AND RAFFLE PRIZES FOR ALL PARTICIPATING STUDENTS. 2-1-1 INITIATIVE: UNITED WAY NCA HELPS FAMILIES MEET THEIR BASIC NEEDS (INCLUDING OBTAINING FOOD AND SHELTER) BY CONNECTING THEM WITH COMMUNITY RESOURCES THROUGH OUR 2-1-1 INITIATIVE. THIS FREE, NON-EMERGENCY TELEPHONE NUMBER CONNECTS MORE THAN 450,000 PEOPLE IN THE DISTRICT OF COLUMBIA, VIRGINIA AND MARYLAND TO HUMAN SERVICE INFORMATION AND REFERRALS. FORM 990, PART III, LINE 4A WHETHER THROUGH CORPORATIONS OR FEDERAL , STATE, OR LOCAL GOVERNMENT AGENCIES, INDIVIDUALS ARE ENCOURAGED TO SUPPORT THEIR PHILANTHROPIC PASSION THROUGH THEIR WORKPLACE GIVING CAMPAIGN. INDIVIDUALS CAN DESIGNATE TO THE UNITED WAY NCA COMMUNITY IMPACT FUND OR SEVERAL PLACE BASED (COMMUNITY IMPACT FUND FOR EACH OF THE 8 JURISDICTIONS IN OUR REGION) OR STRATEGY BASED FUNDS (SEPARATE FUNDS FOR EDUCATION, FINANCIAL STABILITY, HEALTH, VETERANS, AND SOCIAL INNOVATION). INDIVIDUALS CAN ALSO DESIGNATE DIRECTLY TO ONE OF UNITED WAY NCA'S 632 NONPROFIT MEMBERS. INDIVIDUALS ARE FURTHER ENCOURAGED TO ENGAGE WITH THE ORGANIZATION AROUND GIVING LEVELS AND AFFINITY GROUPS SUCH AS THE WOMEN'S LEADERSHIP COUNCIL, EMERGING LEADERS AND TOCQUEVILLE SOCIETY TO BUILD A STRONGER SENSE OF COMMITMENT TO THE AREAS' GREATEST NEEDS. FORM 990, PART III, LINE 4B UNITED WAY NCA HAS EXPANDED ITS SUPPORT TO PILOT THE PROVISION OF SERVICES INTO AN ELEMENTARY SCHOOL THAT IS PART OF OUR MIDDLE SCHOOL FEEDER PATTERN. THIS COMMITMENT ENSURES THAT STUDENTS ATTENDING BOTH SCHOOLS WILL HAVE THE NEEDED ACADEMIC SUPPORT FROM FIRST THROUGH EIGHTH GRADE. RESEARCH HAS SHOWN THAT HAVING APPROPRIATE ADULT ROLE MODELS CAN BE INSTRUMENTAL IN THE POSITIVE DEVELOPMENT OF YOUNG PEOPLE. TO HARNESS THE CONVENING POWER OF UNITED WAY NCA'S BRAND, WE HAVE PARTNERED WITH DELOITTE LLP TO SUPPORT 18 NONPROFIT ORGANIZATIONS THAT DELIVER MENTORING SERVICES TO THE YOUTH OF GREATER WASHINGTON DC. THE COLLABORATION KNOWN AS MENTORING MATTERS COLLABORATION (MMC) IS COMMITTED TO: HELPING MENTORING ORGANIZATIONS BUILD INTERNAL STAFF CAPACITY; RAISING AWARENESS FOR THE NEED OF MENTORS IN THE GREATER WASHINGTON DC AREA; AND TO HELP MMC ORGANIZATIONS IMPROVE THEIR VOLUNTEER RECRUITMENT, ENGAGEMENT AND RETENTION PROCESSES. FORM 990, PART III, LINE 4C THE SECOND PARTNERSHIP WILL FOCUS ON CONTINUING SUPPORT FOR NORTHERN VIRGINIA COMMUNITY COLLEGE'S (NVCC) MILITARY ADVISING SERVICES AND AN EXPANSION OF A MENTORING PILOT FOR VETERAN STUDENTS IN STEM FIELDS. UNITED WAY SUPPORT WILL ALSO PROVIDE FOR A SERIES OF FOUR WORKSHOPS TO CONNECT VETERAN STUDENTS WITH RESUME SKILLS, BENEFITS, MENTORS, AND EMPLOYMENT OPPORTUNITIES. THE THIRD AND FINAL PARTNERSHIP IS WITH PRINCE GEORGE'S COMMUNITY COLLEGE (PGCC) TO SUSTAIN ITS VETERANS CENTER, OF WHICH UNITED WAY NCA WAS AN INAUGURAL FUNDER IN 2013/14. PGCC'S VETERAN CENTER WILL PROVIDE STUDENT VETERANS WITH A SAFE PLACE TO SUPPORT ONE ANOTHER; NETWORK OPPORTUNITIES; SERVICES UNIQUELY TARGETED TO VETERANS; AND A COMPUTER LAB TO SEARCH FOR BENEFICIAL RESOURCES AND OPPORTUNITIES. MARRIOTT GOODWILL JOB TRAINING PROGRAM UNITED WAY NCA, IN PARTNERSHIP WITH A TEAM LED BY GOODWILL OF GREATER WASHINGTON, WON A $2.0 MILLION CONTRACT FROM EVENTS DC TO RECRUIT AND TRAIN LOW TO MODERATE INCOME DC RESIDENTS AND TO ENABLE THEM TO SECURE UP TO 600 NEW JOBS AT THE WASHINGTON MARRIOTT MARQUIS CONVENTION CENTER HOTEL, WHICH OPENED IN MAY 2014. UNITED WAY NCA CONTRIBUTED $350,000 TO FUND CASE MANAGEMENT COORDINATORS AND ESSENTIAL SUPPORTIVE SERVICES THAT DECREASED EMPLOYMENT BARRIERS SUCH AS TRANSPORTATION AND OFFERED CHILDCARE STIPENDS AND DIGITAL LITERACY TRAINING. OTHER PROGRAM PARTNERS INCLUDE: UDC COMMUNITY COLLEGE, PROGRESSIVE PARTNERS, ONE DC, GROW, AND THE OMG CENTER FOR COLLABORATIVE LEARNING. UWNCA MEMBER AGENCIES' DC CENTRAL KITCHEN AND LATIN AMERICAN YOUTH CENTER (LAYC), ALONG WITH THE DC DEPARTMENT OF EMPLOYMENT SERVICES ASSISTED WITH PROGRAM REFERRALS AND RECRUITMENT. INITIAL TRAINING CLASSES WERE CONDUCTED AND DUE TO UNITED WAY NCA'S INVESTMENT, POST-EMPLOYMENT SUPPORTIVE SERVICES WERE ALSO PROVIDED TO NEW EMPLOYEES FOR 6 MONTHS AFTER HIRING TO ENCOURAGE JOB RETENTION. THE GOAL OF RECRUITING AND TRAINING 600 DC RESIDENTS WAS ACHIEVED. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE MAY, WHEN THE BOARD IS NOT IN SESSION AND HAS NOT GIVEN SPECIFIC DIRECTIONS, EXERCISE THE POWERS OF THE BOARD AND SHALL REPORT TO THE BOARD AT ITS NEXT REGULARLY-SCHEDULED MEETING ON ANY SUCH ACTIONS TAKEN; EXCEPT THAT THE EXECUTIVE COMMITTEE MAY NOT (I) APPROVE OR ADOPT A PLAN OF MERGER, CONSOLIDATION, OR DISSOLUTION OF THE CORPORATION; (II) ELECT, APPOINT, OR REMOVE ANY DIRECTOR; OR (III) AMEND OR REPEAL THE ARTICLE OF INCORPORATION OR THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 4 THE CONFLICT OF INTEREST POLICY IN THE UWNCA EMPLOYEE CODE OF CONDUCT WAS UPDATED TO INCLUDE LINES FOR BOARD MEMBERS TO DISCLOSE POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT OUTSIDE ACCOUNTING FIRM. ONCE COMPLETED, IT IS REVIEWED BY THE ORGANIZATION'S SENIOR MANAGEMENT AND THEN MADE AVAILABLE TO THE BOARD FOR INSPECTION AND FINAL APPROVAL PRIOR TO FILING WITH THE IRS. APPROVAL WILL OCCUR AT THE BOARD OF DIRECTOR'S FIRST DECEMBER MEETING FOLLOWING THE FISCAL YEAR TO WHICH THE FORM 990 PERTAINS. FORM 990, PART VI, SECTION B, LINE 12C SENIOR MANAGEMENT REVIEWS CONFLICT OF INTEREST STATEMENTS SUBMITTED BY EACH MEMBER OF THE BOARD OF DIRECTORS AND SENIOR MANAGEMENT. THE CONFLICT OF INTERST STATEMENT REQUIRES EACH BOARD MEMBER AND SENIOR MANAGEMENT OFFICIAL TO DISCLOSE NOT ONLY POTENTNTIAL CONFLICTS, BUT ALL AFFILIATIONS WITH OTHER ORGANIZATIONS. ALSO, MANAGEMENT MONITORS THE POTENTIAL FOR CONFLICTS OF VOLUNTEERS INVOLVED IN THE GRANT APPROVAL PROCESS. FORM 990, PART VI, SECTION B, LINE 15A ON AN ANNUAL BASIS, THE BOARD OF DIRECTORS REVIEWS THE CHIEF EXECUTIVE OFFICER'S PERFORMANCE AND COMPENSATION, INCLUDING COMPARING THE COMPENSATION TO COMPARABLE ORGANIZATIONS WITH SIMILAR ROLES. THE BOARD DETERMINES AND APPROVES THE CEO'S INITIAL COMPENSATION AND ANY CHANGES THERETO. THE RESULTS OF THE ANNUAL REVIEW AND APPROVAL ARE DOCUMENTED IN WRITING. THE CHIEF EXECUTIVE OFFICE, IN COORDINATION WITH THE DIRECTOR OF HUMAN RESOURCES, CONDUCTS AN ANNUAL ASSESSMENT OF EMPLOYEE COMPENSATION, INCLUDING COMPARING COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES TO BENCHMARK DATA FOR COMPARABLE ORGANIZATIONS WITH SIMILAR JOB FUNCTIONS. THE CEO APPROVES THE INITIAL COMPENSATION FOR ALL EMPLOYEES AND ANY CHANGES THERETO. THE CEO'S APPROVAL OF EACH EMPLOYEE'S INITIAL COMPENSATION AND ANY CHANGES RESULTING FROM THE ANNUAL REVIEW PROCESS ARE DOCUMENTED IN WRITING. FORM 990, PART VI, SECTION C, LINE 19 UNITED WAY NCA MAKES ITS CODE OF CONDUCT, WHICH INCLUDES THE CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE ON ITS WEB SITE. UNITED WAY NCA'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: NET PERIODIC BENEFIT COST -572,350.