2026-03-11T08:52:59-05:00 2025-06-30 541631262 KEITER STEPHENS HURST GARY & SHREAVES 4401 DOMINION BLVD GLEN ALLEN VA 23060 990 2024-07-01 237375346 UNITED WAY OF GREATER RICHMOND & PETERSBURG UNIT 8047715820 7814 CAROUSEL LANE 400 RICHMOND VA 23294 BARBARA COUTO SIPE CHIEF EXECUTIVE OFFICER 8047715820 2026-02-19 1 1 JAYME MIKA P00852731 8047470000 2026-02-12 2024 2025-03-06 01:10:19Z BARBARA COUTO SIPE 7814 CAROUSEL LANE 400 RICHMOND VA 23294 7136009 0 X WWW.YOURUNITEDWAY.ORG X 1911 VA UNITED WAY OF GREATER RICHMOND & PETERSBURG IS A NONPROFIT ORGANIZATION THAT EXISTS TO MOBILIZE THE CARING POWER OF OUR LOCAL COMMUNITIES TO HELP THOSE IN NEED AND TO CREATE OPPORTUNITIES FOR ALL PEOPLE TO THRIVE. 19 19 37 1470 0 0 12177864 5699477 0 0 392915 743942 863667 692590 13434446 7136009 9769774 2991597 0 0 2269858 2705019 0 0 1431068 1482712 1537226 13522344 7233842 -87898 -97833 13129182 14613028 4598554 5962214 8530628 8650814 X UNITED WAY OF GREATER RICHMOND & PETERSBURG IS A NONPROFIT ORGANIZATION THAT EXISTS TO MOBILIZE THE CARING POWER OF OUR LOCAL COMMUNITIES TO HELP THOSE IN NEED AND TO CREATE OPPORTUNITIES FOR ALL PEOPLE TO THRIVE. 0 0 2991597 2991597 THANKS TO THE GENEROUS SUPPORT OF DONORS, CORPORATE PARTNERS AND VOLUNTEERS, IN FY25 WE WERE ABLE TO SUPPORT AND IMPACT 111,022 HOUSEHOLDS THROUGH GRANTS, SIGNATURE PROGRAMS AND STRATEGIC INITIATIVES. THROUGH OUR THREE FOCUS AREAS, HEALTHY COMMUNITY, YOUTH OPPORTUNITY AND FINANCIAL SECURITY - WE ACHIEVED THE FOLLOWING OUTCOMES:YOUTH OPPORTUNITY: WE HELPED 3,907 YOUNG CHILDREN ENROLL IN HIGH-QUALITY EARLY LEARNING PROGRAMS AND SUPPORTED 30,996 K12 YOUTH THROUGH SCHOOL AND COMMUNITY PROGRAMS. WE ALSO SUPPORTED THE FACILITATION OF ADOPTIVE PLACEMENTS FOR 54 YOUNG PEOPLE.COMMUNITY ENGAGEMENT: WE MOBILIZED 1,470 VOLUNTEERS AND ADVOCATES TO STRENGTHEN COMMUNITY PROGRAMS AND EXPAND OUR COLLECTIVE IMPACT. 887337 FINANCIAL SECURITY: WE HELPED 11,415 INDIVIDUALS ACCESS FINANCIAL EDUCATION AND SERVICES, INCLUDING 1,934 WHO RECEIVED FINANCIAL COUNSELING. 587 INDIVIDUALS SECURED AFFORDABLE RENTAL HOUSING OR HOMEOWNERSHIP. 217 VITA PROGRAM VOLUNTEERS ASSISTED 3,611 FILERS, RETURNING $3.8 MILLION IN REFUNDS. WE PLACED 849 ADULTS IN JOBS AND SUPPORTED 40 FAMILIES THROUGH THE PUBLIX EMERGENCY FUND AND 19 WOMENRISE SCHOLARS. THROUGH OUR CONTINUED PARTNERSHIP AS THE FINANCIAL MANAGER OF DOMINION ENERGYSHARE PROGRAM, 13,200 INDIVIDUALS AND FAMILIES RECEIVED BILL PAY ASSISTANCE. 1293081 HEALTHY COMMUNITY: WE CONNECTED 14,473 INDIVIDUALS TO HEALTHCARE AND 4,735 TO MENTAL HEALTH SERVICES. WE PROVIDED 324,083 MEALS, SUPPORTED 1,380 PEOPLE IN SECURING NEW HOUSING, AND ENABLED 27,692 NIGHTS OF SAFE SHELTER. ENERGYSHARE ASSISTED 12,596 HOUSEHOLDS AND RIDESHARE PROVIDED 480 RIDES FOR ESSENTIAL NEEDS. 5172015 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 39 0 1 37 1 0 0 0 0 0 0 0 0 0 0 X 19 19 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X BARBARA COUTO SIPE 8047715843 7814 CAROUSEL LANE SUITE 400 RICHMOND VA 23294 SHERRIE ARMSTRONG DIRECTOR 1.00 X 0 0 0 CINDY J BUCKLER DIRECTOR 1.00 X 0 0 0 THERESA A CHAMBLESS DIRECTOR 1.00 X 0 0 0 JOSH DARE DIRECTOR 1.00 X 0 0 0 TAMERA SUE HORNSBY-FINK DIRECTOR 1.00 X 0 0 0 DALILA MEDRANO DIRECTOR 1.00 X 0 0 0 CHERYL MOORE DIRECTOR 1.00 X 0 0 0 TRACEY RAGSDALE DIRECTOR 1.00 X 0 0 0 ASHANTE LATANYA SMITH DIRECTOR 1.00 X 0 0 0 KELLY TILL DIRECTOR 1.00 X 0 0 0 SUSAN L TRIGGS DIRECTOR 1.00 X 0 0 0 ANDREA LYNN WHITE DIRECTOR 1.00 X 0 0 0 JASON WILLIAMS DIRECTOR 1.00 X 0 0 0 TONY WITHERSPOON DIRECTOR 1.00 X 0 0 0 LAKSHMI ALGAPPAN IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 ROBERT L COWGILL CHAIR 1.00 X X 0 0 0 MICHAEL BRUCE FIRST VICE CHAIR 1.00 X X 0 0 0 PETER L PERKINS TREASURER 1.00 X X 0 0 0 BARBARA COUTO SIPE PRESIDENT & CEO 40.00 X 187907 0 27553 ANGELA OTTO VP OF PROGRAMS & ADMIN 40.00 X 137823 0 19589 LINZY GEORGE CHIEF STRATEGY OFFICER-STARTED 9/24 40.00 X 31977 0 2687 PAUL HUNTER CONTROLLER 40.00 X 105445 0 15081 KATINA F WILLIAMS VP OF COM IMPACT 40.00 X 129609 0 18454 ROSABETH WARD CHIEF ADVANCEMENT OFFICER-STARTED 8/24 40.00 X 39393 0 7575 632154 0 90939 4 0 1 0 0 21027 238892 5439558 58940 5699477 167296 167296 576646 0 576646 576646 576646 FEES - 3RD PARTY PROC. 900099 375000 375000 ENDOWMENT INCOME 900099 258225 258225 MISCELLANEOUS 900099 50004 50004 9361 9361 692590 7136009 692590 0 743942 2991597 2991597 960286 406366 274025 279895 1372521 700847 142511 529163 225730 101910 24881 98939 146482 71360 19811 55311 16170 16170 442529 262320 27362 152847 200567 104799 35574 60194 9768 4468 1050 4250 142529 85884 17214 39431 146232 73566 24972 47694 33949 17079 5797 11073 EQUIPMENT MAINTENANCE 225134 107878 31382 85874 PROGRAM EXPENSES 207842 207842 PRINTING AND PUBLICATIO 46435 7170 1798 37467 SUPPLIES 28896 11990 1560 15346 37175 16939 6652 13584 7233842 5172015 630759 1431068 3202545 3761151 1000703 903933 126030 5075 19249 18319 348563 156927 112470 191636 7177602 7484473 1158066 1196986 332517 1051455 13129182 14613028 65250 98370 4156639 1244557 376665 4619287 4598554 5962214 X 7329004 7156267 1201624 1494547 8530628 8650814 13129182 14613028 -97833 218019 0 X 0 1 X 1 0 X 24234241 21100474 14509316 12177864 5699477 77721372 24234241 21100474 14509316 12177864 5699477 77721372 77721372 90378 124343 135479 155497 167296 672993 536915 925994 1192813 863667 692590 4211979 82606344 0.94090 0.95050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 85736 38581 47155 262827 118346 144481 191636 BENEFICIAL INTEREST IN TRUST 1196986 C 1196986 SECURITY DEPOSITS 16711 RIGHT OF USE OPERATING LEASE ASSETS 988946 RIGHT OF USE FINANCE LEASE ASSETS 30698 OTHER ASSETS 15100 1051455 FUNDS HELD FOR OTHERS 107767 OPERATING LEASE LIABILITIES 997630 FINANCE LEASE LIABILITIES 31379 FUNDS HELD FOR ENERGY SHARE 3482511 4619287 X 6543992 218019 197731 415750 6128242 16170 991597 1007767 7136009 6423806 197731 197731 6226075 16170 991597 1007767 7233842 PART X, LINE 2: THE ORGANIZATION HAS ADOPTED FASB GUIDANCE RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. IN ACCORDANCE WITH THE GUIDANCE, THE ORGANIZATION DISCLOSES THE EXPECTED FUTURE TAX CONSEQUENCES OF UNCERTAIN TAX POSITIONS PRESUMING THE TAXING AUTHORITIES' FULL KNOWLEDGE OF THE FACTS AND THE ORGANIZATION'S POSITION AND RECORDS UNRECOGNIZED TAX BENEFITS OR LIABILITIES FOR KNOWN, OR ANTICIPATED TAX ISSUES BASED ON THE ORGANIZATION'S ANALYSIS OF WHETHER ADDITIONAL TAXES WOULD BE DUE TO THE AUTHORITY GIVEN THEIR FULL KNOWLEDGE OF THE TAX POSITION. THE ORGANIZATION ACCRUES INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AS OTHER NONCURRENT LIABILITIES AND RECOGNIZES THE RELATED CHANGES IN THE ORGANIZATION'S ASSESSMENTS AS A COMPONENT OF INCOME TAX EXPENSE. THE ORGANIZATION HAS COMPLETED ITS ASSESSMENT AND DETERMINED THAT THERE ARE NO TAX POSITIONS WHICH WOULD REQUIRE RECOGNITION UNDER THE GUIDANCE. THE ORGANIZATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 991,597. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 991,597. 1 ACCESS NOW INC 2821 EMERYWOOD PARKWAY RICHMOND VA 23219 261695468 501(C)(3) 19000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES ART 180 114 W MARSHALL STREET RICHMOND VA 23220 541935207 501(C)(3) 20000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES BETTER HOUSING COALITION P O BOX 12117 RICHMOND VA 23241 541479059 501(C)(3) 19200 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES BIG BROTHERS BIG SISTERS SERVICES INC 1707 SUMMIT AVENUE SUITE 200 RICHMOND VA 23230 540702502 501(C)(3) 20000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES BOYS & GIRLS CLUBS OF METRO RICHMOND 5511 STAPLES MILL ROAD SUITE 301 RICHMOND VA 23238 540564901 501(C)(3) 91600 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CARITAS P O BOX 25790 RICHMOND VA 23260 541441917 501(C)(3) 20000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CHILDREN'S HOME SOCIETY OF VIRGINIA 4200 FITZHUGH AVENUE RICHMOND VA 23230 540505884 501(C)(3) 19000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CHILDSAVERS 200 NORTH 22ND STREET RICHMOND VA 23223 540505927 501(C)(3) 69000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CIRCLE CENTER ADULT DAY SERVICES 4900 WEST MARSHALL STREET RICHMOND VA 23230 540991287 501(C)(3) 19200 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES COMMONWEALTH CATHOLIC CHARITIES 1601 ROLLING HILLS DRIVE HENRICO VA 23229 540505877 501(C)(3) 35000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES COMMUNITIES IN SCHOOLS OF CHESTERFIELD P O BOX 10 CHESTERFIELD VA 23832 460651192 501(C)(3) 53200 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES COMMUNITIES IN SCHOOLS OF RICHMOND 2922 WEST MARSHALL STREET 2ND FLOOR RICHMOND VA 23230 541799922 501(C)(3) 41000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CROSSOVER HEALTHCARE MINISTRY 8600 QUIOCCASIN ROAD SUITE 102 RICHMOND VA 23229 541371067 501(C)(3) 38000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES DAILY PLANET HEALTH SERVICES 517 WEST GRACE STREET RICHMOND VA 23220 540900368 501(C)(3) 26700 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES FAMILY LIFELINE 2325 WEST BROAD STREET RICHMOND VA 23220 540737133 501(C)(3) 214200 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES FEED MORE 1415 RHOADMILLER STREET RICHMOND VA 23220 541150923 501(C)(3) 19200 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES FRIENDS ASSOCIATION FOR CHILDREN 1004 SAINT JOHN STREET RICHMOND VA 23220 540505899 501(C)(3) 92800 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES GOOCHLANDCARES P O BOX 116 GOOCHLAND VA 23063 541967650 501(C)(3) 19200 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES GREATER RICHMOND SCAN (STOP CHILD ABUSE NOW) 103 EAST GRACE STREET RICHMOND VA 23219 541584969 501(C)(3) 35600 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES HANOVER SAFE PLACE 629A NORTH WASHINGTON HWY ASHLAND VA 23005 311415701 501(C)(3) 38000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES HEALTH BRIGADE 1010 NORTH THOMPSON STREET RICHMOND VA 23230 540927792 501(C)(3) 26700 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES HIGHER ACHIEVEMENT 4009 FITZHUGH AVENUE RICHMOND VA 23230 521383374 501(C)(3) 20000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES HOMEWARD 1125 COMMERCE ROAD RICHMOND VA 23224 050606153 501(C)(3) 38000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES HOUSING FAMILIES FIRST 3900 NINE MILE ROAD HENRICO VA 23223 541995917 501(C)(3) 54000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES JEWISH FAMILY SERVICES P O BOX 17128 RICHMOND VA 23226 540526201 501(C)(3) 44200 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES NEXTUP 3409 MOORE STREET RICHMOND VA 23230 474933093 501(C)(3) 20000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES OAR OF RICHMOND INC 3111 WEST CLAY STREET RICHMOND VA 23230 540974305 501(C)(3) 53000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES PETER PAUL DEVELOPMENT CENTER 1708 NORTH 22ND STREET RICHMOND VA 23223 541137164 501(C)(3) 20000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES PRESBYTERIAN HOMES & FAMILY SERVICES INC DBA HUMANKIND 908 NORTH THOMPSON STREET RICHMOND VA 23230 540346118 501(C)(3) 18000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES PROGRESSIVE ADULT REHABILITATION CENTER INC 114 NORTH UNION STREET PETERSBURG VA 23803 540836365 501(C)(3) 18000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES PROJECTHOMES 88 CARNATION STREET RICHMOND VA 23225 541595851 501(C)(3) 19200 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES THRIVE VIRGINIA (FORMERLY QUIN RIVERS) 7911 COURTHOUSE WAY NEW KENT VA 23124 540880233 501(C)(3) 43000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES READING AND EDUCATION FOR ADULT DEVELOPMENT INC 4915 RADFORD AVENUE 204 RICHMOND VA 23230 541364885 501(C)(3) 18000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SACRED HEART CENTER INC 1400 PERRY STREET RICHMOND VA 23224 541590419 501(C)(3) 36600 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SENIOR CONNECTIONS 24 EAST CARY STREET RICHMOND VA 23219 540950714 501(C)(3) 19200 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SOAR365 (FORMERLY GREATER RICHMOND ARC) 3600 SAUNDERS AVENUE RICHMOND VA 23227 540629691 501(C)(3) 56200 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SOUTH RICHMOND ADULT DAY CARE CENTER 1500 HULL STREET RICHMOND VA 23224 510163293 501(C)(3) 19200 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SOUTHSIDE COMMUNITY DEVELOPMENT HOUSING CORPORATION 1624 HULL STREET RICHMOND VA 23224 541480544 501(C)(3) 28000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES ST JOSEPH'S VILLA 8000 BROOK ROAD RICHMOND VA 23227 540505950 501(C)(3) 39000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES THE SALVATION ARMY 2 WEST GRACE STREET RICHMOND VA 23220 580660607 501(C)(3) 45000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES VIRGINIA DENTAL ASSOCIATION FOUNDATION 3460 MAYLAND COURT SUITE 110 RICHMOND VA 23454 541821602 501(C)(3) 19200 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES VIRGINIA LISC 413 STUART CIRCLE RICHMOND VA 23220 133030229 501(C)(3) 23000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES MENTOR VIRGINIA 2500 WEST BROAD STREET RICHMOND VA 23220 541814823 501(C)(3) 20000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES VIRGINIA SUPPORTIVE HOUSING 5008 MONUMENT AVENUE RICHMOND VA 23230 541444564 501(C)(3) 34000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR ENERGY SHARE YMCA OF GREATER RICHMOND 2 WEST FRANKLIN STREET 2ND FLOOR RICHMOND VA 23220 540505986 501(C)(3) 60200 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES YWCA RICHMOND 6 NORTH 5TH STREET RICHMOND VA 23219 540506493 501(C)(3) 114800 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES BOYS TO MEN MENTORING NETWORK OF VIRGINIA 12311 STANCROFT ROAD ROCKVILLE VA 23146 272354386 501(C)(3) 20000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CHESTERFIELD COLONIAL HEIGHTS ALLIANCE PO BOX 1741 CHESTERFIELD VA 23832 541491582 501(C)(3) 19000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES COMMUNITIES IN SCHOOLS OF PETERSBURG 7911 COURTHOUSE WAY NEW KENT VA 23124 540880233 501(C)(3) 19000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES PARTNERSHIP FOR HOUSING AFFORDABILITY 8975 THREE CHOPT ROAD RICHMOND VA 23229 800099199 501(C)(3) 19000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES PARTNERSHIP FOR THE FUTURE 4521 HIGHWOODS PARKWAY GLEN ALLEN VA 23060 311482889 501(C)(3) 18800 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES REAL LIFE PO BOX 27372 RICHMOND VA 27372 371797980 501(C)(3) 19000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES VIRGINIA HOME FOR BOYS AND GIRLS 8716 W BROAD STREET HENRICO VA 23294 540506330 501(C)(3) 19000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES PART I, LINE 2: WE BELIEVE IN COMPREHENSIVE SOLUTIONS TO COMBAT OUR REGION'S MOST PRESSING ISSUES. THROUGH OUR STEPS TO SUCCESS GRANTS, LOCAL NONPROFIT AGENCIES CAN APPLY FOR FUNDING TO HELP US REACH A COMMON GOAL OF BETTERING OUR COMMUNITIES. EVERY PROGRAM FUNDED THROUGH A GRANT IS MONITORED, EVALUATED AND MEASURED FOR EFFECTIVENESS. IN THIS WAY, UNITED WAY VALIDATES THAT INVESTMENTS GET RESULTS AND MAKE A DIFFERENCE WHERE IT MATTERS MOST. THE ORGANIZATIONS THAT RECEIVED $5,000 OR MORE ARE LISTED ABOVE. UNITED WAY RELIES ON VOLUNTEERS TO SUPPORT THE FUNDING PROCESS. THE COMMUNITY IMPACT COMMITTEE IS STAFFED BY A GROUP OF DEDICATED VOLUNTEERS. THE COMMUNITY IMPACT COMMITTEE, A SUB-COMMITTEE OF UNITED WAY'S BOARD OF DIRECTORS, UNDERSTANDS BOTH UNITED WAY'S STRATEGIC FRAMEWORK AND THE EVER-CHANGING NEEDS OF THE REGION. THE GROUP REVIEWS DATA, RESEARCH AND BEST PRACTICES AND MAINTAIN PERIODIC CONTACT WITH FUNDED PROGRAMS AND AGENCIES. THE COMMUNITY IMPACT COMMITTEE IS RESPONSIBLE FOR HOLDING MONTHLY MEETINGS TO MONITOR AND ASSESS COMMUNITY AND HUMAN SERVICE NEEDS AND MAKING RECOMMENDATIONS THAT ENABLE UNITED WAY TO EFFECTIVELY ALLOCATE RESOURCES. FUNDING IS MADE POSSIBLE THROUGH THE GENEROUS GIFTS FROM DONORS WHO GIVE THROUGH WORKPLACE CAMPAIGNS OR MAKE INDIVIDUAL GIFTS. X X X 0 0 0 0 0 0 0 0 0 BARBARA COUTO SIPE PRESIDENT & CEO 187907 0 0 0 0 0 16640 0 10913 0 215460 0 0 0 ANGELA OTTO VP OF PROGRAMS & ADMIN 137823 0 0 0 0 0 12180 0 7409 0 157412 0 0 0 X 7 58940 NYSE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 JOSH DARE, BOARD MEMBER, IS AN OWNER OF HODGES PARTNERSHIP, WHO IS A MARKETING AND COMMUNICATIONS VENDOR OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B 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.