2025-09-09T01:08:17-05:00 2025-03-31 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990 2024-04-01 426062055 UNITED WAY OF JOHNSON & WASHINGTON COUNT UNIT 3193387823 160 SOUTHGATE AVE A IOWA CITY IA 52240 JENNIFER BANTA PRESIDENT & CEO 3193387823 2025-08-22 1 1 BRIAN ARONSON P01425251 3192346885 2025-08-22 2024 2025-03-06 01:10:19Z X JENNIFER BANTA 160 SOUTHGATE AVE A IOWA CITY IA 52240 2554922 0 X WWW.UNITEDWAYJWC.ORG X 1958 IA TO IMPROVE LIVES BY UNITING THE CARING POWER OF COMMUNITY IN JOHNSON AND WASHINGTON COUNTIES. 17 17 12 664 0 0 2140371 2450472 0 0 26025 21473 -19455 46408 2146941 2518353 1361366 1262659 0 0 657368 697228 0 0 104815 481026 361894 2499760 2321781 -352819 196572 3138931 2907038 1793931 1621443 1345000 1285595 X THE MISSION OF UNITED WAY OF JOHNSON & WASHINGTON COUNTIES, INC. (UWJWC) IS TO IMPROVE LIVES BY UNITING THE CARING POWER OF COMMUNITY IN JOHNSON AND WASHINGTON COUNTIES. 1 0 1262659 1262659 0 PARTNER AGENCY INVESTMENTS - UNITED WAY COLLABORATES WITH 28 PARTNER AGENCIES TO ASSIST INDIVIDUALS FACING URGENT NEEDS AND LONG-TERM CHALLENGES. THESE AGENCIES WORK TOGETHER DAILY TO ADDRESS COMMUNITY NEEDS AND, WITH UNITED WAY, DEVELOP INTEGRATED SOLUTIONS FOR CRITICAL ISSUES. THEY PROVIDE HIGH-QUALITY SERVICES THAT INCLUDE PLACE-BASED AND MULTI-GENERATIONAL COLLABORATIONS, TRANSFORMING THE FUTURES OF LOCAL INDIVIDUALS AND FAMILIES.UNITED WAY EVALUATES COMMUNITY TRENDS AND SERVICE GAPS, OFFERING VALUABLE PHILANTHROPIC SERVICES TO DONORS BY INVESTING IN ESSENTIAL NON-PROFITS THROUGH A VOLUNTEER-LED BI -ANNUAL AGENCY INVESTMENT PROCESS. UNITED WAY IS DEDICATED TO ENSURING EVERYONE HAS THE BEST CHANCE FOR SUCCESS. AS UNITED WAY OF JOHNSON & WASHINGTON COUNTIES GROWS AND DIVERSIFIES, DONATING TO UNITED WAY REMAINS THE MOST EFFECTIVE WAY TO SUPPORT THE ENTIRE COMMUNITY. TOGETHER, WE ADDRESS THE NEEDS IN JOHNSON & WASHINGTON COUNTIES ACROSS AREAS SUCH AS BIRTH THROUGH ADULT EDUCATION, BUILDING FINANCIAL STABILITY, COMMUNITY RESILIENCE , AND ACCESS TO HEALTH. 782668 0 0 OTHER PROGRAM SERVICES - READY SET SCHOOL IS A COMMUNITY-DRIVEN INITIATIVE THAT PROVIDES BACKPACKS, SCHOOL SUPPLIES, AND OTHER ESSENTIALS TO STUDENTS FROM LOW-INCOME FAMILIES IN JOHNSON AND WASHINGTON COUNTIES. LAUNCHED AS A PILOT IN 2024, THE PROGRAM SERVED 1,568 CHILDREN IN ITS FIRST YEAR, HELPING THEM START THE SCHOOL YEAR PREPARED AND CONFIDENT. UNITED WAY COORDINATES THIS EFFORT IN PARTNERSHIP WITH LOCAL AGENCIES, DONORS, AND VOLUNTEERS TO REDUCE BARRIERS TO ACADEMIC SUCCESS AND SUPPORT EDUCATIONAL EQUITY.DISASTER SERVICES: IN FY25, UNITED WAY CONTINUED TO LEAD THE COORDINATION OF THE COMMUNITY ORGANIZATIONS ACTIVE IN DISASTER (COAD) COALITION, STRENGTHENING LOCAL DISASTER PREPAREDNESS THROUGH PLANNING, PARTNERSHIP-BUILDING, AND INFRASTRUCTURE SUPPORT. COAD SUBCOMMITTEES FOCUSED ON LONG-TERM RECOVERY, VOLUNTEER MANAGEMENT, PREPAREDNESS AND TRAINING, PUBLIC OUTREACH AND COMMUNICATIONS, AND UNMET NEEDS, WORKING COLLABORATIVELY TO ENHANCE THE COMMUNITY'S ABILITY TO RESPOND EFFICIENTLY AND EQUITABLY IN TIMES OF CRISIS.UNITED WAY MAINTAINED READINESS THROUGH THE EMERGENCY VOLUNTEER CENTER (EVC) AND DISASTER CALL CENTER INFRASTRUCTURE, ENSURING TRAINED VOLUNTEERS, UPDATED PROTOCOLS, AND A COORDINATED RESPONSE FRAMEWORK WERE IN PLACE. WE ALSO PARTICIPATED IN PLANNING EFFORTS WITH JOHNSON COUNTY EMERGENCY MANAGEMENT AND THE EMERGENCY OPERATIONS CENTER. THESE EFFORTS REFLECT A PROACTIVE, COMMUNITY-BASED APPROACH TO DISASTER PREPAREDNESS AND ENSURE A STRONG FOUNDATION FOR COLLABORATIVE RESPONSE WHEN EMERGENCIES ARISE.UNITED WAYS OF IOWA: A STATEWIDE ORGANIZATION OF LOCAL UNITED WAYS, WHICH FOCUSES ON SHARING RESOURCES AND INFORMATION, ACHIEVING EFFICIENCIES IN OPERATIONS AND FOLLOWING BEST PRACTICES IN DRIVING COMMUNITY IMPACT AND RESOURCE DEVELOPMENT. UNITED WAYS OF IOWA BRINGS ITS COLLECTIVE VOICE TO PUBLIC POLICY ADVOCACY AT THE STATE AND FEDERAL LEVEL ON ISSUES RELATED TO YOUTH OPPORUNITY, INCLUDING EARLY CHILDHOOD EDUCATION, ACCESS TO CHILD CARE, K-12 EDUCATION AND HIGHER EDUCATION; FINANCIAL SECURITY, INCLUDING POVERTY, HOUSING, INCOME SUPPORTS, WORKFORCE TRAINING AND ECONOMIC STABILITY; HEALTHY COMMUNITIES, INCLUDING ACCESS TO HEALTH CARE AND PREVENTIVE SERVICES, SUPPORT FOR AGING SERVICES AND SERVICES FOR PERSONS WITH MENTAL HEALTH OR DEVELOPMENTAL DISABILITIES; AND COMMUNITY RESILIENCE, INCLUDING EMERGENCY PREPAREDNESS AND RESPONSE, EFFECTIVE RESOURCE REFERRAL, AND COMMUNITY CONNECTEDNESS. 2045327 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 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 1 12 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X EMMA BARNUM 3193387823 160 SOUTHGATE AVE A IOWA CITY IA 52240 LEN DEVAISHER BOARD CHAIR 1.50 X X 0 0 0 JACKI TOWNSEND PAST CHAIR 1.50 X X 0 0 0 MICHAEL LEHMAN TREASURER/INTERNAL OPERATIONS CHAIR 1.50 X X 0 0 0 MARSHA WOLFF COMMUNITY IMPACT CHAIR (THRU 1/2025) 1.50 X X 0 0 0 BARBARA THOMAS RESOURCE DEVELOPMENT CHAIR 1.50 X X 0 0 0 JUSTIN BISHOP BOARD MEMBER 1.00 X 0 0 0 MATT BROWN BOARD MEMBER 1.00 X 0 0 0 KATHY COURTNEY BOARD MEMBER 1.00 X 0 0 0 TERRI DAVIS BOARD MEMBER 1.00 X 0 0 0 BRADLEY HAWES BOARD MEMBER 1.00 X 0 0 0 RYAN HEIAR BOARD MEMBER 1.00 X 0 0 0 SHANE KRON BOARD MEMBER 1.00 X 0 0 0 ANGIE LEYDEN VAN-GUNDY BOARD MEMBER (THRU 8/2024) 1.00 X 0 0 0 CHACE RAMEY BOARD MEMBER 1.00 X 0 0 0 TOM ROCKLIN BOARD MEMBER 1.00 X 0 0 0 BROOKE STRAHN-KOLLER BOARD MEMBER 1.00 X 0 0 0 RYAN SWARTZ BOARD MEMBER 1.00 X 0 0 0 LIZ TOVAR BOARD MEMBER 1.00 X 0 0 0 TRICIA VAN ROEKEL BOARD MEMBER 1.00 X 0 0 0 JENNIFER BANTA PRESIDENT & CEO 37.50 X 111436 0 15697 EMMA BARNUM DIRECTOR OF FINANCE & OPERATIONS 37.50 X 50399 0 14321 161835 0 30018 1 0 0 0 0 29289 183168 2238015 17335 2450472 21473 21473 77488 29289 36569 40919 40919 5489 0 5489 5489 2518353 0 0 67881 1262659 1262659 207163 94282 90289 22592 358686 311935 15998 30753 13454 10546 1900 1008 80779 71838 3839 5102 37146 27213 6489 3444 47137 30931 10587 5619 6572 6572 41987 27552 9430 5005 2433 1294 424 715 18806 12616 4044 2146 20783 17852 1915 1016 38474 26361 7913 4200 15171 13740 786 645 20358 10600 1842 7916 27039 17743 6073 3223 4032 2646 906 480 7222 5152 1352 718 OTHER GRANT-RELATED EXP 94097 94097 IN KIND MEALS 5038 486 0 4552 CAMPAIGN SUPPLIES AND E 4999 0 0 4999 7746 5784 1280 682 2321781 2045327 171639 104815 1114087 490317 928271 1460909 617430 773898 0 4200 5608 30530 126770 96906 14896 29864 458639 117320 3138931 2907038 86640 121730 1631081 1433919 29317 12405 43411 46893 9978 1793931 1621443 X 758563 1010162 586437 275433 1345000 1285595 3138931 2907038 X 196572 -251505 -4472 X 0 1 X 1 0 X 2758329 2368568 2547325 2234165 2450472 12358859 2758329 2368568 2547325 2234165 2450472 12358859 620192 11738667 10039 7246 11396 26160 21473 76314 46408 46408 12481581 0.94050 0.92630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1136181 22557 67269 57373 18513 1150121 0.09343 0.90657 1 0 126770 96906 29864 29864 RIGHT OF USE LIABILITIES, NET 9978 9978 X 2337760 -4472 35515 23681 54724 2283036 6572 228745 235317 2518353 2145660 35515 23681 59196 2086464 6572 228745 235317 2321781 PART X, LINE 2: UWJWC IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR SECTION OF THE IOWA INCOME TAX LAW, WHICH PROVIDES AN INCOME TAX EXEMPTION FOR ORGANIZATIONS OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, OR EDUCATIONAL PURPOSES. THE INTERNAL REVENUE SERVICE HAS NOT DETERMINED THAT UWJWC IS A PRIVATE FOUNDATION. UWJWC FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION. UWJWC FOLLOWS THE ACCOUNTING STANDARDS TO EVALUATE UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 23,681. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 228,745. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 23,681. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 228,745. POWER OF THE PURSE 61553 23789 37764 4404 17895 HOOPS AND HOPS 14330 14330 61 3 30894 5500 25394 134 6741 2923 4411 106777 29289 77488 134 6741 7327 22367 36569 40919 1 4CS COMMUNITY COORDINATED CHILD CARE 1500 SYCAMORE ST IOWA CITY IA 52240 237351124 501C3 24293 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS ABBE MENTAL HEALTH CENTER 1039 ARTHUR ST IOWA CITY IA 52240 421045257 501C3 16922 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS AGING SERVICESPATHWAYS ADULT DAY HEALTH CENTER 817 PEPPERWOOD LANE IOWA CITY IA 52240 237085316 501C3 26834 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS BIG BROTHERS BIG SISTERS OF JOHNSON COUNTY 3109 OLD HWY 218 SOUTH IOWA CITY IA 52246 426021441 501C3 44884 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS COMMUNITY & FAMILY RESOURCES 430 SOUTHGATE AVE IOWA CITY IA 52240 420938934 501C3 7464 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS COMMUNITY CRISIS SERVICES AND FOOD BANK 1121 GILBERT CT IOWA CITY IA 52240 420955992 501C3 108319 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS CORALVILLE COMMUNITY FOOD PANTRY 1002 5TH ST CORALVILLE IA 52241 473509757 501C3 20319 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS DOMESTIC VIOLENCE INTERVENTION PROGRAM (DVIP) 1105 S GILBERT CT SUITE 300 IOWA CITY IA 52240 421124902 501C3 111071 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS FREE LUNCH PROGRAM 1105 S GILBERT CT SUITE 100 IOWA CITY IA 52240 264722790 501C3 9651 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS GERIATRIC & SPECIAL NEEDS DENTAL PROGRAM UNIVERSITY OF IOWA W329 DSB IOWA CITY IA 52242 426004813 OTHER 8650 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS GOODWILL OF THE HEARTLAND 1410 S FIRST AVE IOWA CITY IA 52240 420923563 501C3 12714 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS HACAP - IOWA CITY 367 SOUTHGATE AVE IOWA CITY IA 52240 420898405 501C3 14898 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS HEALTHY KIDS SCHOOL-BASED CLINICS 1725 N DODGE ST IOWA CITY IA 52245 426023567 OTHER 62021 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS HORIZONS 819 5TH ST SE CEDAR RAPIDS IA 52406 421135083 501C3 13548 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS THE HOUSING FELLOWSHIP 322 EAST SECOND ST IOWA CITY IA 52240 421362432 501C3 18863 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS IOWA CITY FREE MEDICAL & DENTAL CLINIC 2440 TOWNCREST DR IOWA CITY IA 52240 420960955 501C3 136770 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS IOWA LEGAL AID 1700 SOUTH FIRST AVE SUITE 10 IOWA CITY IA 52240 421079227 501C3 28259 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS IOWA VALLEY HABITAT FOR HUMANITY 2401 SCOTT BLVD SE IOWA CITY IA 52240 421410210 501C3 15164 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS JOAN BUXTON SCHOOL CHILDREN'S AID 1725 N DODGE ST IOWA CITY IA 52245 426023567 501C3 10337 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS NEIGHBORHOOD CENTERS OF JOHNSON COUNTY PO BOX 2491 IOWA CITY IA 52244 421060964 501C3 128769 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS NORTH LIBERTY COMMUNITY PANTRY 89 NORTH JONES BLVD NORTH LIBERTY IA 52317 421233284 501C3 32338 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS SHELTER HOUSE 1105 S GILBERT CT SUITE 300 IOWA CITY IA 52240 421231451 501C3 106682 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS TABLE TO TABLE 840 S CAPITOL ST IOWA CITY IA 52240 421457219 501C3 64391 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS UNITED ACTION FOR YOUTH 1700 S FIRST AVE SUITE 14 IOWA CITY IA 52240 420954860 501C3 80728 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS VISITING NURSE ASSOCIATION 1524 SYCAMORE ST IOWA CITY IA 52240 420703760 501C3 7367 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS THE ARC OF SOUTHEAST IOWA 2620 MUSCATINE AVE IOWA CITY IA 52240 420933140 501C3 22534 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS GREATER TWIN CITIES UNITED WAY 404 S 8TH ST MINNEAPOLIS MN 55404 411973442 501C3 6625 0 DONOR DESIGNATION SUPPORT UNITED WAY OF CENTRAL IOWA 111 9TH ST STE 100 DES MOINES IA 50314 420680425 501C3 9720 0 DONOR DESIGNATION SUPPORT UNITED WAY OF DUBUQUE AREA TRI-STATES 215 W 6TH ST DUBUQUE IA 52001 420761060 501C3 8621 0 DONOR DESIGNATION SUPPORT UNITED WAY OF EAST CENTRAL IOWA 317 7TH AVE SE STE 401 CEDAR RAPIDS IA 52401 420861239 501C3 6590 0 DONOR DESIGNATION SUPPORT UNITED WAY OF MUSCATINE 208 W 2ND ST STE 201 MUSCATINE IA 52761 420761080 501C3 6598 0 DONOR DESIGNATION SUPPORT 29 2 PART I, LINE 2: ALLOCATIONS: ORGANIZATIONS RECEIVING DISCRETIONARY FUNDING FROM UWJWC (DETERMINED BY COMMUNITY IMPACT COUNCIL VOLUNTEERS) UNDERGO INTENSIVE PRE-SCREENING BEFORE BEING AWARDED FUNDING. SUCH SCREENING INCLUDES: - AN APPLICATION PROCESS THAT INCLUDES EXPLANATION OF THE PROPOSED USE AND RESULTS FROM THE USE OF THE FUNDING. - FINANCIAL REVIEW OF THE ORGANIZATION TO GAIN A LEVEL OF ASSURANCE THAT THE ORGANIZATION FOLLOWS SOUND FISCAL POLICIES. - VERIFICATION OF COMPLIANCE WITH THE PROVISIONS OF THE PATRIOT ACT. - VERIFICATION OF CURRENT STATUS AS AN IRS CODE SECTION 501(C)(3) PUBLIC CHARITY OR GOVERNMENTAL AGENCY. - ARE REQUIRED TO PROVIDE UWJWC WITH QUARTERLY PROGRESS REPORTS THAT SHOW HOW THE FUNDING HAS BEEN UTILIZED TO DATE AND HOW THAT FUNDING HAS IMPACTED THE MISSION ACHIEVEMENTS. - ARE REQUIRED TO PROVIDE UWJWC WITH A FINAL REPORT AT THE END OF THE ALLOCATION PERIOD THAT VERIFIES THAT ALL FUNDING HAS BEEN USED FOR THE PURPOSES INTENDED AND WHAT THE RESULTS WERE COMPARED TO THE PROPOSED RESULTS FROM THE ORIGINAL APPLICATION. X 8786 FMV X 3511 FMV X SPECIAL EVENT ITEMS 37 15589 FMV X MEALS 2 5038 FMV 0 0 1 1 PART I, COLUMN (B): AMOUNT IN COLUMN B INDICATES THE NUMBER OF CONTRIBUTORS. PART I, LINE 32B: THE ORGANIZATION UTILIZES A THIRD PARTY TO SELL GIFTS OF STOCK. STOCK IS SOLD AS SOON AS POSSIBLE AFTER IT IS RECEIVED INTO THE ORGANIZATION'S ACCOUNT. THE ORGANIZATION HAS DEFINED PROCESSES TO ENSURE THE GIFTS ARE PROPERLY RECORDED. FORM 990, PART III, LINE 2 READY SET SCHOOL IS A COMMUNITY-DRIVEN INITIATIVE THAT PROVIDES BACKPACKS, SCHOOL SUPPLIES, AND OTHER ESSENTIALS TO STUDENTS FROM LOW-INCOME FAMILIES IN JOHNSON AND WASHINGTON COUNTIES. LAUNCHED AS A PILOT IN 2024, THE PROGRAM SERVED 1,568 CHILDREN IN ITS FIRST YEAR, HELPING THEM START THE SCHOOL YEAR PREPARED AND CONFIDENT. UNITED WAY COORDINATES THIS EFFORT IN PARTNERSHIP WITH LOCAL AGENCIES, DONORS, AND VOLUNTEERS TO REDUCE BARRIERS TO ACADEMIC SUCCESS AND SUPPORT EDUCATIONAL EQUITY. FORM 990, PART VI, SECTION B, LINE 11B A FINAL DRAFT OF THE FORM 990 IS REVIEWED AND APPROVED BY MANAGEMENT AND THE BOARD OF DIRECTORS. AFTER ANY AND ALL CHANGES ARE MADE, THE FINAL COPY OF THE FORM 990 IS PROVIDED TO THE FULL BOARD OF DIRECTORS AND APPROVED PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C UNITED WAY OF JOHNSON & WASHINGTON COUNTIES REQUIRES ALL STAFF MEMBERS, BOARD MEMBERS, AND COMMUNITY IMPACT COUNCIL VOLUNTEERS TO SIGN CONFLICT OF INTEREST DISCLOSURES ANNUALLY, AND REQUESTS CONTEMPORANEOUS NOTIFICATION OF ANY STATUS CHANGES (E.G. BOARD APPOINTMENTS, VENDOR AGREEMENTS, ETC.). ORGANIZATIONS THAT RECEIVE FUNDING FROM UWJWC ARE ALSO REQUIRED TO PROVIDE CURRENT LISTINGS OF THEIR DIRECTORS, WHICH ARE CROSS REFERENCED TO DETERMINE IF THERE HAVE BEEN ANY UNDISCLOSED CONFLICTS. THE DIRECTOR OF FINANCE AND OPERATIONS AND THE VICE PRESIDENT OF COMMUNITY IMPACT & ENGAGEMENT MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. IF A CONFLICT OR PERCEIVED CONFLICT IS BELIEVED TO EXIST, THE MATTER IS BROUGHT TO THE INTERNAL OPERATIONS COMMITTEE FOR REVIEW. A RECOMMENDATION FOR ADDRESSING THE ISSUE IS SUBMITTED BY THE INTERNAL OPERATIONS COMMITTEE TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE REVIEWS AND MAY TAKE ACTION OR PRESENT TO THE FULL BOARD FOR ACTION, WHICH MIGHT INCLUDE REQUEST FOR RESIGNATION OR TERMINATION FROM AN APPOINTED OR ELECTED POSITION, OR OTHER CONSEQUENCE AS DEEMED APPROPRIATE AND IN ACCORDANCE WITH UWJWC POLICIES AND NONPROFIT STANDARDS OF CONDUCT. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE PRESIDENT & CEO IS REVIEWED BY THE UWJWC INTERNAL OPERATIONS COMMITTEE. THE REVIEW INCLUDES THE USE OF COMPARABILITY DATA FROM UNITED WAY WORLDWIDE FOR SIMILARLY SIZED UNITED WAYS, THE PRESIDENT & CEO'S PERFORMANCE, AND YEARS OF RELEVANT EDUCATION AND WORK EXPERIENCE, ALONG WITH MARKET ANALYSIS FOR WORK OF SIMILAR COMPLEXITY AND RESPONSIBILITY. THE PRESIDENT & CEO SALARY IS THEN REVIEWED BY THE ORGANIZATION'S EXECUTIVE COMMITTEE, AND THE ANNUAL OPERATIONS BUDGET, FOR FUNDRAISING, ADMINISTRATION, AND PROGRAMS, ARE APPROVED BY THE BOARD OF DIRECTORS AND DOCUMENTED IN THE BOARD MINUTES. THE PROCESS LAST TOOK PLACE IN 2024. PRESIDENT & CEO GIVES ANNUAL REVIEW AND SETS COMPENSATION AMOUNT. PRESIDENT & CEO LOOKS AT COMPARISON SALARY DATA FROM UNITED WAY WORLDWIDE FOR UNITED WAYS OF OUR SIZE. REVIEWED BY INTERNAL OPERATIONS COMMITTEE AND EXECUTIVE COMMITTEE AND APPROVED AS PART OF THE ENTIRE OPERATING BUDGET BY THE BOARD OF DIRECTORS. 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 FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST -4,472.