2026-09-04T13:06:55-05:00 2026-03-31 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990 2025-04-01 426062055 UNITED WAY OF JOHNSON & WASHINGTON COUNTIES INC UNIT 3193387823 160 SOUTHGATE AVENUE STE A IOWA CITY IA 52240 JENNIFER BANTA PRESIDENT & CEO 3193387823 2026-08-24 1 BRIAN ARONSON P01425251 3192346885 2026-08-24 2025 JENNIFER BANTA 160 SOUTHGATE AVENUE STE A IOWA CITY IA 52240 2430301 0 X WWW.UNITEDWAYJWC.ORG X 1958 IA TO IMPROVE LIVES BY UNITING THE CARING POWER OF COMMUNITY IN JOHNSON AND WASHINGTON COUNTIES. 16 16 13 1600 0 0 2450472 2256787 0 0 21473 40588 46408 89179 2518353 2386554 1262659 1298164 0 0 697228 632614 0 0 153594 361894 362701 2321781 2293479 196572 93075 2907038 3340229 1621443 1920324 1285595 1419905 X UNITED WAY OF JOHNSON & WASHINGTON COUNTIES, INC. (UWJWC) UNITES IN PURPOSE TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. 0 0 1277306 1277306 0 UNITED WAY OF JOHNSON & WASHINGTON COUNTIES, INC. (UWJWC) PROVIDES FUNDING SUPPORT TO 28 PARTNER AGENCIES THAT PROVIDE SERVICES ADDRESSING THE GREATEST NEEDS IN OUR COMMUNITY THROUGH THE FOCUS OF OUR FOUR STRATEGIC IMPACT AREAS: HEALTHY COMMUNITY, YOUTH OPPORTUNITY, FINANCIAL SECURITY, AND COMMUNITY RESILIENCY. INVESTMENTS TO PARTNER AGENCIES ARE DETERMINED THROUGH A VOLUNTEER-LED BI-ANNUAL PROCESS THAT USES DATA FROM OUR COMMUNITY NEEDS ASSESSMENT AND STRATEGIC COMMUNITY ROADMAP TO ALLOCATE FUNDING TO MAKE THE GREATEST IMPACT. THE UWJWC PARTNER AGENCY NETWORK CREATES OPPORTUNITIES FOR RESOURCE SHARING AS WELL AS A COLLABORATIVE APPROACH TO SOLVING COMPLEX, COMMUNITY-WIDE ISSUES. 631483 20858 5602 UNITED WAY OF JOHNSON & WASHINGTON COUNTIES, INC. (UWJWC) WORKS TO IDENTIFY GAPS, SET SHARED GOALS, AND INVEST IN SOLUTIONS THAT MAKE A MEASURABLE DIFFERENCE IN THE NEEDS OF OUR COMMUNITY. UWJWC CONDUCTS A COMPREHENSIVE COMMUNITY NEEDS ASSESSMENT EVERY THREE YEARS, WORKING WITH THE COMMUNITY TO GATHER QUALITATIVE AND QUANTITATIVE INSIGHTS TO INFORM A SHARED COMMUNITY ROADMAP THAT UNITES LOCAL STAKEHOLDERS IN DRIVING MEANINGFUL, LONG-TERM CHANGE. UWJWC SERVES AS A HUB FOR VOLUNTEERISM AND COMMUNITY ENGAGEMENT THROUGH OUR ONLINE VOLUNTEER PORTAL, CONNECTING COMMUNITY MEMBERS WITH OPPORTUNITIES WITH LOCAL NONPROFIT AGENCIES, AS WELL AS THROUGH COORDINATED GROUP VOLUNTEER PROJECTS, BOOK AND SUPPLY DRIVES, AND OUR ANNUAL DAY OF CARING, WHICH CONNECTED 100 VOLUNTEERS FROM LOCAL BUSINESSES TO COMPLETE PROJECTS AT 15 NONPROFIT LOCATIONS AROUND OUR COMMUNITY.UWJWC LEADS THE COMMUNITY ORGANIZATIONS ACTIVE IN DISASTER (COAD) COALITION, MAINTAINS THE EMERGENCY VOLUNTEER CENTER (EVC), AND PARTICIPATES IN PLANNING EFFORTS WITH JOHNSON COUNTY EMERGENCY MANAGEMENT AND THE EMERGENCY OPERATIONS CENTER TO COORDINATE DISASTER RESPONSE AND EMERGENCY PREPAREDNESS. UWJWC ALSO MAINTAINS A ROBUST DISASTER RELIEF FUND, WHICH PROVIDED TEMPORARY HOUSING SUPPORT FOR 26 INDIVIDUALS DISPLACED BY FIRE IN FY26.UWJWC ALSO MANAGED A VARIETY OF PROGRAMS AND INITIATIVES IN FY26 INCLUDING SUMMERSHIPS (84 CAMP SCHOLARSHIPS AWARDED), HOLIDAY ADOPT-A-FAMILY (94 ORGANIZATIONS, GROUPS, AND INDIVIDUALS CONNECTED WITH 193 FAMILIES, INCLUDING 481 CHILDREN) THE 211 HOTLINE AND ONLINE RESOURCE (1,387 CALLS ANSWERED IN OUR SERVICE AREA IN 2025), AND THE FOOD ACCESS NETWORK FUND FOR EMERGENCY SNAP RELIEF ($26,668 RAISED). ADDITIONALLY, UWJWC PROVIDES VARIOUS LEVELS OF FISCAL MANAGEMENT, VOLUNTEER COORDINATION, AND PROGRAM MANAGEMENT FOR COLLABORATIVE COMMUNITY INITIATIVES SUCH AS READY SET SCHOOL, HEALTHY KIDS IOWA, THE BOARD LEADERSHIP PROGRAM, AND MORE. 1908789 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 3 0 1 13 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 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 AVENUE STE A IOWA CITY IA 52240 LEN DEVAISHER BOARD CHAIR 1.50 X X 0 0 0 LYNSEY YOKUM VICE CHAIR 1.50 X X 0 0 0 TOM ROCKLIN TREASURER/INTERNAL OPERATI 1.50 X X 0 0 0 KATHY COURTNEY COMMUNITY IMPACT CHAIR (END 2/2026) 1.50 X X 0 0 0 LIZ TOVAR COMMUNITY IMPACT CHAIR 1.50 X X 0 0 0 MICHAEL LEHMAN RESOURCE DEVELOPMENT CHAIR 1.50 X 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 BROOKE STRAHN-KOLLER BOARD MEMBER 1.00 X 0 0 0 PATICK GAVIN BOARD MEMBER 1.00 X 0 0 0 MATT GETZ BOARD MEMBER 1.00 X 0 0 0 CAITLIN LARSEN BOARD MEMBER 1.00 X 0 0 0 LAURA MILLER BOARD MEMBER 1.00 X 0 0 0 TRACY JON SARGEANT BOARD MEMBER 1.00 X 0 0 0 LISA SHILNEY BOARD MEMBER 1.00 X 0 0 0 KURT WINNIKE BOARD MEMBER 1.00 X 0 0 0 JENNIFER BANTA PRESIDENT & CEO 37.50 X 111392 0 21859 EMMA BARNUM DIRECTOR OF FINANCE & OPER 37.50 X 65969 0 36562 177361 0 58421 1 0 0 0 0 35914 60408 2160465 122075 2256787 40282 40282 10490 10184 306 306 306 109427 35914 33563 75864 75864 7713 0 7713 7713 5602 5602 5602 2386554 5602 0 124165 1298164 1298164 230697 81631 123542 25524 298029 193382 40032 64615 15098 9894 2172 3032 51728 39998 11730 37062 19995 10453 6614 21071 10696 6436 3939 36741 18650 11223 6868 5257 3374 1153 730 14686 8242 3579 2865 15770 12591 1947 1232 41994 21967 12263 7764 7882 6939 146 797 7477 4583 1429 1465 34577 18865 9623 6089 13655 7091 4020 2544 7738 4146 2200 1392 EDUCATIONAL MATERIALS 102761 102761 OTHER GRANT-RELATED EXP 42079 42079 CAMPAIGN SUPPLIES AND E 3291 230 131 2930 EVENT SUPPLIES 2903 2903 4819 3511 747 561 2293479 1908789 231096 153594 490317 333959 1460909 1661128 773898 621338 4200 21652 30530 26925 521643 8592 29864 513051 18057 117320 144119 2907038 3340229 121730 86736 1433919 1438056 12405 0 365755 43411 27625 9978 2152 1621443 1920324 X 1010162 1083930 275433 335975 1285595 1419905 2907038 3340229 X 93075 41235 X 0 1 X 1 0 X 2368568 2547325 2234165 2450472 2256787 11857317 2368568 2547325 2234165 2450472 2256787 11857317 669347 11187970 7246 11396 26160 21473 40588 106863 46408 75864 122272 5602 5602 12092054 0.92520 0.94050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1150121 26626 178425 44205 12344 1298623 1136181 22557 67269 57373 18513 1150121 0.10935 0.89065 0.00000 1 0 74873 74873 446770 8592 438178 513051 RIGHT OF USE LIABILITIES, NET 2152 2152 X 2203259 26979 48519 75498 2127761 258793 258793 2386554 2068949 26979 7284 34263 2034686 258793 258793 2293479 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 7,284. CHANGE IN BENEFICIAL INTEREST 41,235. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 258,793. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 7,284. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 258,793. POWER OF THE PURSE 109080 30164 78916 3500 4404 21204 HOOPS AND HOPS 16310 750 15560 590 2 11360 5000 6360 500 734 136750 35914 100836 4000 5138 21794 30932 69904 1 THE ARC OF SOUTHEAST IOWA 2620 MUSCATINE AVE IOWA CITY IA 52240 420933140 501C3 23976 0 FOR PROGRAMS RELATING TO YOUTH OPPORTUNITY, FINANCIAL STABILITY, COMMUNITY RESILIENCY, & HEALTHY COMMUNITY AND DONOR DESIGNATED FUNDS 4CS COMMUNITY COORDINATED CHILD CARE 1500 SYCAMORE ST IOWA CITY IA 52240 237351124 501C3 25412 0 FOR PROGRAMS RELATING TO YOUTH OPPORTUNITY, FINANCIAL STABILITY, COMMUNITY RESILIENCY, & HEALTHY COMMUNITY AND DONOR DESIGNATED FUNDS ABBE MENTAL HEALTH CENTER 1039 ARTHUR ST IOWA CITY IA 52240 421045257 501C3 17956 0 FOR PROGRAMS RELATING TO YOUTH OPPORTUNITY, FINANCIAL STABILITY, COMMUNITY RESILIENCY, & HEALTHY COMMUNITY AND DONOR DESIGNATED FUNDS AGING SERVICESPATHWAYS ADULT DAY HEALTH CENTER 817 PEPPERWOOD LANE IOWA CITY IA 52240 237085316 501C3 27540 0 FOR PROGRAMS RELATING TO YOUTH OPPORTUNITY, FINANCIAL STABILITY, COMMUNITY RESILIENCY, & HEALTHY COMMUNITY AND DONOR DESIGNATED FUNDS BIG BROTHERS BIG SISTERS OF JOHNSON COUNTY 3109 OLD HWY 218 SOUTH IOWA CITY IA 52246 426021441 501C3 44683 0 FOR PROGRAMS RELATING TO YOUTH OPPORTUNITY, FINANCIAL STABILITY, COMMUNITY RESILIENCY, & HEALTHY COMMUNITY AND DONOR DEESIGNATED FUNDS COMMUNITY & FAMILY RESOURCES 430 SOUTHGATE AVE IOWA CITY IA 52240 420938934 501C3 7556 0 FOR PROGRAMS RELATING TO YOUTH OPPORTUNITY, FINANCIAL STABILITY, COMMUNITY RESILIENCY, & HEALTHY COMMUNITY AND DONOR DESIGNATED FUNDS COMMUNITY CRISIS SERVICES AND FOOD BANK 1121 GILBERT CT IOWA CITY IA 52240 420955992 501C3 111672 0 FOR PROGRAMS RELATING TO YOUTH OPPORTUNITY, FINANCIAL STABILITY, COMMUNITY RESILIENCY, & HEALTHY COMMUNITY AND DONOR DESIGNATED FUNDS CORALVILLE COMMUNITY FOOD PANTRY 1002 5TH ST CORALVILLE IA 52241 473509757 501C3 22141 0 FOR PROGRAMS RELATING TO YOUTH OPPORTUNITY, FINANCIAL STABILITY, COMMUNITY RESILIENCY, & HEALTHY COMMUNITY AND DONOR DESIGNATED FUNDS DOMESTIC VIOLENCE INTERVENTION PROGRAMRVAP 1105 S GILBERT CT SUITE 300 IOWA CITY IA 52240 421124902 501C3 103386 0 FOR PROGRAMS RELATING TO YOUTH OPPORTUNITY, FINANCIAL STABILITY, COMMUNITY RESILIENCY, & HEALTHY COMMUNITY AND DONOR DESIGNATED FUNDS FREE LUNCH PROGRAM 1105 S GILBERT CT SUITE 100 IOWA CITY IA 52240 264722790 501C3 11869 0 FOR PROGRAMS RELATING TO YOUTH OPPORTUNITY, FINANCIAL STABILITY, COMMUNITY RESILIENCY, & HEALTHY COMMUNITY AND DONOR DESIGNATED FUNDS GERIATRIC & SPECIAL NEEDS DENTAL PROGRAM UNIVERSITY OF IOWA W329 DSB IOWA CITY IA 52242 426004813 OTHER 9169 0 FOR PROGRAMS RELATING TO YOUTH OPPORTUNITY, FINANCIAL STABILITY, COMMUNITY RESILIENCY, & HEALTHY COMMUNITY AND DONOR DESIGNATED FUNDS GOODWILL OF THE HEARTLAND 1410 S FIRST AVE IOWA CITY IA 52240 420923563 501C3 13912 0 FOR PROGRAMS RELATING TO YOUTH OPPORTUNITY, FINANCIAL STABILITY, COMMUNITY RESILIENCY, & HEALTHY COMMUNITY AND DONOR DESIGNATED FUNDS HACAP - IOWA CITY 367 SOUTHGATE AVE IOWA CITY IA 52240 420898405 501C3 16271 0 FOR PROGRAMS RELATING TO YOUTH OPPORTUNITY, FINANCIAL STABILITY, COMMUNITY RESILIENCY, & HEALTHY COMMUNITY AND DONOR DESIGNATED FUNDS HEALTHY KIDS SCHOOL-BASED CLINICS 1725 N DODGE ST IOWA CITY IA 52245 426023567 OTHER 63495 0 FOR PROGRAMS RELATING TO YOUTH OPPORTUNITY, FINANCIAL STABILITY, COMMUNITY RESILIENCY, & HEALTHY COMMUNITY AND DONOR DESIGNATED FUNDS HORIZONS 819 5TH ST SE CEDAR RAPIDS IA 52406 421135083 501C3 15894 0 FOR PROGRAMS RELATING TO YOUTH OPPORTUNITY, FINANCIAL STABILITY, COMMUNITY RESILIENCY, & HEALTHY COMMUNITY AND DONOR DESIGNATED FUNDS THE HOUSING FELLOWSHIP 322 EAST SECOND ST IOWA CITY IA 52240 421362432 501C3 19006 0 FOR PROGRAMS RELATING TO YOUTH OPPORTUNITY, FINANCIAL STABILITY, COMMUNITY RESILIENCY, & HEALTHY COMMUNITY AND DONOR DESIGNATED FUNDS IOWA CITY FREE MEDICAL & DENTAL CLINIC 2440 TOWNCREST DR IOWA CITY IA 52240 420960955 501C3 128420 0 FOR PROGRAMS RELATING TO YOUTH OPPORTUNITY, FINANCIAL STABILITY, COMMUNITY RESILIENCY, & HEALTHY COMMUNITY AND DONOR DESIGNATED FUNDS IOWA LEGAL AID 1700 SOUTH FIRST AVE SUITE 10 IOWA CITY IA 52240 421079227 501C3 27564 0 FOR PROGRAMS RELATING TO YOUTH OPPORTUNITY, FINANCIAL STABILITY, COMMUNITY RESILIENCY, & HEALTHY COMMUNITY AND DONOR DESIGNATED FUNDS IOWA VALLEY HABITAT FOR HUMANITY 2401 SCOTT BLVD SE IOWA CITY IA 52240 421410210 501C3 14930 0 FOR PROGRAMS RELATING TO YOUTH OPPORTUNITY, FINANCIAL STABILITY, COMMUNITY RESILIENCY, & HEALTHY COMMUNITY AND DONOR DESIGNATED FUNDS JOAN BUXTON SCHOOL CHILDREN'S AID 1725 N DODGE ST IOWA CITY IA 52245 426023567 501C3 10494 0 FOR PROGRAMS RELATING TO YOUTH OPPORTUNITY, FINANCIAL STABILITY, COMMUNITY RESILIENCY, & HEALTHY COMMUNITY AND DONOR DESIGNATED FUNDS NEIGHBORHOOD CENTERS OF JOHNSON COUNTY PO BOX 2491 IOWA CITY IA 52244 421060964 501C3 129979 0 FOR PROGRAMS RELATING TO YOUTH OPPORTUNITY, FINANCIAL STABILITY, COMMUNITY RESILIENCY, & HEALTHY COMMUNITY AND DONOR DESIGNATED FUNDS NORTH LIBERTY COMMUNITY PANTRY 350 W PENN ST NORTH LIBERTY IA 52317 421233284 501C3 31941 0 FOR PROGRAMS RELATING TO YOUTH OPPORTUNITY, FINANCIAL STABILITY, COMMUNITY RESILIENCY, & HEALTHY COMMUNITY AND DONOR DESIGNATED FUNDS SHELTER HOUSE 429 SOUTHGATE AVE IOWA CITY IA 52240 421231451 501C3 110172 0 FOR PROGRAMS RELATING TO YOUTH OPPORTUNITY, FINANCIAL STABILITY, COMMUNITY RESILIENCY, & HEALTHY COMMUNITY AND DONOR DESIGNATED FUNDS TABLE TO TABLE 1049 US-6 E IOWA CITY IA 52240 421457219 501C3 64608 0 FOR PROGRAMS RELATING TO YOUTH OPPORTUNITY, FINANCIAL STABILITY, COMMUNITY RESILIENCY, & HEALTHY COMMUNITY AND DONOR DESIGNATED FUNDS UNITED ACTION FOR YOUTH 1700 S FIRST AVE SUITE 14 IOWA CITY IA 52240 420954860 501C3 79759 0 FOR PROGRAMS RELATING TO YOUTH OPPORTUNITY, FINANCIAL STABILITY, COMMUNITY RESILIENCY, & HEALTHY COMMUNITY AND DONOR DESIGNATED FUNDS VISITING NURSE ASSOCIATION 1524 SYCAMORE ST IOWA CITY IA 52240 420703760 501C3 11072 0 FOR PROGRAMS RELATING TO YOUTH OPPORTUNITY, FINANCIAL STABILITY, COMMUNITY RESILIENCY, & HEALTHY COMMUNITY AND DONOR DESIGNATED FUNDS UNITED WAY OF CENTRAL IOWA 111 9TH ST STE 100 DES MOINES IA 50314 420680425 501C3 11635 0 DONOR DESIGNATION SUPPORT UNITED WAY OF EAST CENTRAL IOWA 317 7TH AVE STE 401 CEDAR RAPIDS IA 52401 420861239 501C3 13120 0 DONOR DESIGNATION SUPPORT UNITED WAY OF MUSCATINE 208 W 2ND ST STE 201 MUSCATINE IA 52761 420761080 501C3 5957 0 DONOR DESIGNATION SUPPORT GREATER TWIN CITIES UNITED WAY 404 S 8TH ST MINNEAPOLIS MN 55404 411973442 501C3 11950 0 DONOR DESIGNATION SUPPORT UNITED WAY OF DUBUQUE AREA TRI-STATES 215 W 6TH ST DUBUQUE IA 52001 420761060 501C3 9768 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 EDUCATIONAL SUPPLIES 8239 102761 FMV X SPECIAL EVENT ITEMS 10 18914 FMV X MEALS 1 400 FMV 0 0 1 1 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IS BEING REPORTED 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 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. 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 41,235.