2024-02-13T11:48:01-06:00 2023-06-30 383635706 REHMANN ROBSON LLC 7124 W CENTRAL AVE TOLEDO OH 43617 990 2022-07-01 344427947 UNITED WAY OF GREATER TOLEDO UNIT 4192482424 1001 MADISON AVE STE 100 TOLEDO OH 43604 WENDY PESTRUE CEO 4192482424 2024-02-12 1 WENDY PESTRUE 999009999 0 KRISTEN G MORSE CPA P01034447 4198658118 2024-02-12 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WENDY PESTRUE 1001 MADISON AVE STE 100 TOLEDO OH 43604 17898275 0 X WWW.UNITEDWAYTOLEDO.ORG X 1918 OH UNITED WAY OF GREATER TOLEDO UNITES THE CARING POWER OF PEOPLE TO IMPROVE LIVES. 18 18 49 200 0 0 10082626 6764643 0 0 1068064 1047200 91877 56223 11242567 7868066 4870947 3960193 0 0 2106453 2131753 0 0 868417 2986974 1737128 9964374 7829074 1278193 38992 26573866 27425610 4228453 4131158 22345413 23294452 X UNITED WAY OF GREATER TOLEDO UNITES THE CARING POWER OF PEOPLE TO IMPROVE LIVES. 0 0 3963868 2738600 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. 1221593 1221593 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. 674819 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." 532105 DATA ANALYTICS, UNITED WAY VOLUNTEER CENTER, UNITED WAY PUBLIC POLICY/ADVOCACY, COMMUNITY IMPACT 532105 6392385 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 3 0 1 49 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 1 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X MATT MORRIS 4192544779 1001 MADISON AVE STE 100 TOLEDO OH 43604 BOB BAXTER TRUSTEE 1.00 X 0 0 0 ALEX GERKEN TRUSTEE 1.00 X 0 0 0 JAMES KAMSICKAS TRUSTEE 1.00 X 0 0 0 JILL KEGLER TRUSTEE 1.00 X 0 0 0 BRAD TOFT 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 TREASURER 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 TRUSTEE 1.00 X 0 0 0 ANGELA CARTER TRUSTEE 1.00 X 0 0 0 ERIC HEINTSCHEL TRUSTEE 1.00 X 0 0 0 ANGELA LUCAS TRUSTEE 1.00 X 0 0 0 ANDREW NEWBY TRUSTEE 1.00 X 0 0 0 MATT MORRIS CHIEF FINANCE & OPERATIONS 40.00 X 115002 0 7885 WENDY PESTRUE CEO 40.00 X 168339 0 8711 283341 0 16596 2 0 1 0 0 532863 6231780 7769 6764643 474376 474376 10543078 9968004 2250 575074 -2250 572824 572824 116178 59955 56223 56223 7868066 0 0 1103423 3960193 3960193 325971 121021 154261 50689 1403543 714537 179642 509364 84890 45468 11233 28189 155465 69649 35992 49824 161884 79016 31170 51698 87892 87892 67955 25317 40843 1795 220340 125049 42138 53153 138024 75344 23530 39150 8550 3783 554 4213 23503 10979 2086 10438 3224 2374 277 573 82945 61559 6974 14412 10461 8065 941 1455 23527 11790 4434 7303 CONTRACTED SERVICES 819632 760721 27379 31532 SPECIAL ASSISTANCE 209926 209926 PROFESSIONAL DEVELOPMEN 18799 11085 4283 3431 DUES/SUBSCRIPTIONS 16250 6120 1681 8449 6100 2497 854 2749 7829074 6392385 568272 868417 205818 410666 931495 1194472 3549022 2231802 188170 88560 74051 126070 102303 36478 23767 19829817 20759348 1932676 2543334 26573866 27425610 356751 302757 250000 0 3621702 3828401 4228453 4131158 X 17224364 18041416 5121049 5253036 22345413 23294452 26573866 27425610 X 38992 1015926 -105879 X X 0 1 X 1 1 1 X 9421819 8977322 10481441 9783978 6596509 45261069 9421819 8977322 10481441 9783978 6596509 45261069 45261069 330247 354365 309067 462685 474376 1930740 47191809 81987 0.95910 0.96380 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. 2365210 153714 9000 2509924 1407738 1913245 -825400 130373 2365210 1066424 341314 1407738 1310350 -243926 1066424 1323792 -13442 1310350 0.89000 0.11000 0.00000 1 0 9300 2790 6510 116770 99513 17257 23767 BENEFICIAL INTEREST IN TRUST 1994931 RIGHT-OF-USE ASSETS 548403 2543334 COMMUNITY INVESTMENTS PAYABLE 2568054 DESIGNATIONS PAYABLE 711944 OPERATING LEASE OBLIGATIONS 548403 3828401 X 7648718 1015926 74211 1090137 6558581 87892 1221593 1309485 7868066 6699679 180090 180090 6519589 87892 1221593 1309485 7829074 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 2020 THROUGH 2023, THE YEARS WHICH REMAIN SUBJECT TO EXAMINATION AS OF JUNE 30, 2023. 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, 2023 OR 2022, 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 -168,134. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 62,255. EMPLOYEE RETENTION CREDIT 180,090. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 1,221,593. PART XII, LINE 2D - OTHER ADJUSTMENTS: EMPLOYEE RETENTION CREDIT 180,090. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 1,221,593. ADOPT-A-FAMILY 31125 31125 8734 WOMEN'S INITIATIVE ANNUAL EVENT 27634 27634 9785 4 57419 57419 41436 116178 116178 59955 59955 56223 1 LOCAL INITIATIVES SUPPORT CORPORATION 133030229 342534 0 TOLEDO FINANCIAL OPPORTUNITY CENTER NETWORK, LEAD PARTNERSIEMER FAMILY STABILITY YWCA NORTHWEST OHIO 344428265 200504 0 BABY TALK, CHILD CARE RESOURCE AND REFERRAL SUPPORT SERVICES, DOMESTIC VIOLENCE SHELTER, EARLY CHILDHOOD PARTNERSHIP, RAPE CRISIS CENTER (FORMERLY THE HOPE CENTER), GENERAL OPERATIONS YMCAJCC OF GREATER TOLEDO 344428262 200262 0 LEAD PARTNER, COMMUNITY CENTER-BASED HUBS, LIVE WELL GREATER TOLEDO, SUCCESS IN SCHOOLS INITIATIVE, GENERAL OPERATIONS BOYS & GIRLS CLUBS OF TOLEDO 344427933 190763 0 BUILDING COMPETENCIES, GENERAL OPERATIONS NEIGHBORHOOD HEALTH ASSOCIATION 237272741 122296 0 PATIENT NAVIGATION, GENERAL OPERATIONS FAMILY AND CHILD ABUSE PREVENTION CENTER 341375936 121098 0 CHILDREN'S ADVOCACY CENTER, DOMESTIC VIOLENCE ADVOCACY, GENERAL OPERATIONS TOLEDO DAY NURSERY 344465880 115150 0 EARLY CARE & EDUCATION, GENERAL OPERATIONS WOOD COUNTY EDUCATIONAL SERVICE CENTER 346401606 107588 0 STARS, MAUMEE MAKERS, GENERAL OPERATIONS CATHOLIC CLUB 344428936 95145 0 CLUB CARE 0-5, GENERAL OPERATIONS OTTAWA COUNTY TRANSITIONAL HOUSING INC 341744958 93888 0 COMMUNITY SUPPORT SERVICES, RUTH ANN'S HOUSE, GENERAL OPERATIONS HOSPITAL COUNCIL OF NORTHWEST OHIO 341116795 92013 0 LEAD PARTNER, COMMUNITY HEALTH IMPROVEMENT PLAN, THE GETTING HEALTHY ZONE, GENERAL OPERATIONS ST PAUL'S COMMUNITY CENTER 341252554 90240 0 EMERGENCY SHELTER, GENERAL OPERATIONS BEACH HOUSE FAMILY SHELTER INC 344428659 88228 0 STEPS TO HOME HOUSING PROGRAM, GENERAL OPERATIONS UNITED WAY FOR SOUTHEASTERN MICHIGAN 203099071 80742 0 GENERAL OPERATIONS HARBOR BEHAVIORAL HEALTH 344434924 68887 0 SUPPORTING EARLY EMOTIONAL DEVELOPMENT (SEED), GENERAL OPERATIONS DENTAL CENTER OF NORTHWEST OHIO 344441883 65829 0 COMPREHENSIVE DENTAL CARE, GENERAL OPERATIONS NEIGHBORWORKS TOLEDO REGION 341230687 56189 0 SIEMER TANF ZEPF CENTER 341168947 55447 0 SAFETY NET, GENERAL OPERATIONS DAY 52 INC 522288427 54162 0 COMMUNITY CENTER-BASED HUBS, GENERAL OPERATIONS ADVOCATES FOR BASIC LEGAL EQUALITY INC (ABLE) 237376131 51344 0 MOTHERS WITH HEALTH EQUITY, RESILIENCE AND STABILITY, GENERAL OPERATIONS UNITED WAY OF ALLEN COUNTY IN 350867932 48979 0 GENERAL OPERATIONS TOLEDO-LUCAS COUNTY CARENET 431986672 48506 0 ACCESS TO HEALTH CARE, GENERAL OPERATIONS THE COCOON 201011222 47128 0 ACCESS TO SAFETY AND HEALING FOR SURVIVORS OF DOMESTIC AND SEXUAL VIOLENCE, GENERAL OPERATIONS TUTOR SMART GREATER TOLEDO 823147832 43417 0 MAKE EVERY HOUR COUNT, GENERAL OPERATIONS OTTAWA COUNTY FAMILY ADVOCACY CENTER 261457631 41192 0 GRAND LOVE, TIL NEXT TIME MENTORING (TNT), GENERAL OPERATIONS EQUITAS HEALTH 311126780 40121 0 MPOWERMENT FOR A HEALTHY TOLEDO, GENERAL OPERATIONS UNITED WAY OF WEST TENNESSEE 620590257 38159 0 GENERAL OPERATIONS TOLEDO GROWS AGENCY 341350559 37174 0 NUTRITION AND GARDEN EDUCATION, AND SUPPORT, GENERAL OPERATIONS SOFIA QUINTERO ART & CULTURAL CENTER 341925216 36831 0 CULINARY EDUCATION NUTRITION & RESPONSIBLE EATING (CENARE), GENERAL OPERATIONS PARTNERS IN EDUCATION 341772429 32254 0 MENTORS IN TOLEDO SCHOOLS AMERICAN RED CROSS WESTERN LAKE CHAPTER 530196605 30754 0 FAMILY EMERGENCY RESPONSE SERVICES - WOOD COUNTY, GENERAL OPERATIONS FAMILY HOUSE 341556086 30390 0 EMERGENCY FAMILY SHELTER CONNECTING KIDS TO MEALS INC 341969461 28911 0 SUMMER AND AFTER SCHOOL MEAL PROGRAM, GENERAL OPERATIONS UNITED WAY OF WAYNE AND HOLMES COUNTIES INC 340946973 28397 0 GENERAL OPERATIONS LUCAS METROPOLITAN HOUSING AUTHORITY 463415835 27988 0 LEAD PARTNER, GENERAL OPERATIONS MOM'S HOUSE 341710362 26261 0 EARLY CHILDHOOD EDUCATION, GENERAL OPERATIONS CHILDREN'S RESOURCE CENTER 341191237 24891 0 EARLY CHILDHOOD FAMILY & PARENT EDUCATION, GENERAL OPERATIONS HABITAT FOR HUMANITY OF WOOD COUNTY OHIO 912043423 19538 0 HOMEOWNER REPAIR PROGRAM, GENERAL OPERATIONS CATHOLIC CHARITIES DIOCESE OF TOLEDO 344428254 18004 0 GENERAL OPERATIONS UNITED WAY OF GREATER LAFAYETTE & TIPPECANOE COUNTY 350891621 18003 0 GENERAL OPERATIONS GRACE COMMUNITY CENTER INC 341262055 17618 0 CLOSING THE FOOD INSECURITY & HEALTH DISPARITY GAP, GENERAL OPERATIONS BIG BROTHERS BIG SISTERS OF NORTHWESTERN OHIO 341396251 16450 0 BEYOND SCHOOL WALLS, GENERAL OPERATIONS TOLEDO-LUCAS COUNTY HOMELESSNESS BOARD 721604255 15839 0 LEAD PARTNER, GENERAL OPERATIONS LIBRARY LEGACY FOUNDATION 341632308 15642 0 GENERAL OPERATIONS UNITED WAY OF KERSHAW COUNTY 570717334 14486 0 GENERAL OPERATIONS THE UNIVERSITY CHURCH 352484010 12778 0 HEALTHY FOOD FOR HEALTHY FAMILIES UNITED WAY OF GREATER LIMA 344466356 12265 0 GENERAL OPERATIONS LA CONEXION DE WOOD COUNTY 463222812 12191 0 SOLIDARIOS: BRIDGING THE GAP, GENERAL OPERATIONS HEART OF KENTUCKY UNITED WAY 237166092 12121 0 GENERAL OPERATIONS HEART OF MISSOURI UNITED WAY 430735827 11924 0 GENERAL OPERATIONS UNIVERSITY OF TOLEDO FOUNDATION 346555110 11777 0 REACH OUT AND READ WOOD CO, GENERAL OPERATIONS UNITED WAY OF WILSON COUNTY AND THE UPPER CUMBERLAND 621660029 11333 0 GENERAL OPERATIONS UNITED WAY OF THE COLUMBIA-WILLAMETTE 930582124 10889 0 GENERAL OPERATIONS GREAT LAKES COMMUNITY ACTION PARTNERSHIP 340975934 16746 0 WOOD COUNTY FINANCIAL OPPORTUNITY CENTER UNITED WAY OF ST CLAIR COUNTY 381357996 10535 0 GENERAL OPERATIONS SOCIAL SERVICES FOR THE ARAB COMMUNITY SSFAC 455580082 10495 0 ADVANCE EMPLOYMENT & TRAINING PROGRAM, GENERAL OPERATIONS ST JUDE'S CHILDREN'S RESEARCH HOSPITAL- MEMPHIS 620646012 10184 0 GENERAL OPERATIONS UNITED WAY OF HENDERSON CO KY 610444700 10049 0 GENERAL OPERATIONS PORT CLINTON CITY SCHOOLS DISTRICT 346401093 10021 0 GENERAL OPERATIONS BOY SCOUTS OF AMERICA ERIE SHORES COUNCIL INC #460 344427945 9839 0 GENERAL OPERATIONS OTTAWA COUNTY SENIOR RESOURCES 346401025 9052 0 HOME CARE ASSISTANCE PROGRAM, GENERAL OPERATIONS UNITED WAY OF LICKING COUNTY 314379455 9051 0 GENERAL OPERATIONS SPECIAL OLYMPICS MICHIGAN 520889518 8409 0 GENERAL OPERATIONS UNITED WAY OF LEE HENDRY GLADES AND OKEECHOBEE 591005169 8409 0 GENERAL OPERATIONS ST ROSE PARISH & SCHOOL 344459028 7358 0 GENERAL OPERATIONS JEWISH FEDERATION OF TOLEDO 344428259 7316 0 GENERAL OPERATIONS CHERRY STREET MISSION 341133369 6804 0 GENERAL OPERATIONS HEARTBEAT OF TOLEDO 237404777 6641 0 GENERAL OPERATIONS METRO UNITED WAY 610444680 6391 0 GENERAL OPERATIONS UNITED WAY OF KNOX IN & CRAWFORD COUNTY IL - VINCENNES IN 351158520 6239 0 GENERAL OPERATIONS UNITED WAY OF GREATER CINCINNATI 310537502 6167 0 GENERAL OPERATIONS UNITED WAY OF HENRY COUNTY OH 341359317 6160 0 GENERAL OPERATIONS UNITED WAY OF GREATER ATLANTA 580566194 5753 0 GENERAL OPERATIONS LEGAL AID OF WESTERN OHIO (LAWO) 341485732 5632 0 GENERAL OPERATIONS WOOD COUNTY HUMANE SOCIETY 341119409 5305 0 GENERAL OPERATIONS DONOR DESIGNATIONS TO AGENCIES - UNDER 5000 643117 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 157722 0 10617 0 0 0 8049 0 662 0 177050 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION HAS UPDATED ITS CODE OF REGULATIONS SINCE THE PRIOR FORM 990 WAS FILED. THE AMENDED CODE OF REGULATIONS INCLUDED CLARIFICATION ON THE TERMS OF OFFICE FOR DIRECTORS. THE DOCUMENT ALSO ADDED THE ABILITY FOR THE CHAIR, VICE CHAIR, OR TWO BOARD MEMBERS TO CALL A SPECIAL MEETING OF THE BOARD. A THIRD STANDING COMMITTEE WAS ADDED, AN EXECUTIVE COMMITTEE, AS WELL AS INFORMATION ABOUT THE NUMBER OF MEMBERS AND ITS ROLE. ADDITIONAL DATA WAS ADDED REGARDING MEMBERS AND ROLE FOR THE OTHER TWO STANDING COMMITTEES - THE AUDIT/FINANCE COMMITTEE AND THE GOVERNANCE COMMITTEE. THE AMENDMENT WAS APPROVED OCTOBER 19, 2022. 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 -168,134. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 62,255. 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 0 0 0 0 0 1 0 0 0 0 0 0 UPIC SOLUTIONS INC M 175502 ACTUAL PAYMENTS MADE FOR SERVICES