2024-11-14T09:41:08-05:00 2024-06-30 522127371 HAINES ISENBARGER & SKIBA LLC 6418 LIMA ROAD FORT WAYNE IN 46818 990 2023-07-01 350867932 UNITED WAY OF ALLEN COUNTY INC UNIT 2604224776 347 WEST BERRY STREET SUITE 300 FORT WAYNE IN 46802 BRANDI BUCK EXECUTIVE DIRECTOR 2604694008 2024-11-15 true true CASSIE J DUNN P02181011 2604369500 2024-10-30 2023 2024-10-15 13:58:12Z BRANDI BUCK 347 W BERRY ST SUITE 300 FORT WAYNE IN 46802 2457556 false X WWW.UNITEDWAYALLENCOUNTY.ORG X 1962 IN TO BOLDLY IMPACT CRITICAL COMMUNITY ISSUES WITH A VISION OF EFFECTIVELY TRANSFORMING OUR COMMUNITY THROUGH MEASURABLE IMPACT. 30 30 13 1408 0 2947752 2172640 0 300516 61305 9996 -36577 3258264 2197368 889709 823961 0 1086161 1130021 0 545616 1194267 1191980 3170137 3145962 88127 -948594 5549350 5292981 1037829 1326956 4511521 3966025 X TO BOLDLY IMPACT CRITICAL COMMUNITY ISSUES WITH A VISION OF EFFECTIVELY TRANSFORMING OUR COMMUNITY THROUGH MEASURABLE IMPACT. false false 1228857 785000 PRIORITY AREA GRANT FUNDS: UNITED WAY OF ALLEN COUNTY PROVIDES FUNDING TO 17 ORGANIZATIONS THAT PROVIDE SERVICES THAT HELP ACHIEVE COMMUNITY GOALS AROUND FOOD SECURITY, HOUSING STABILITY, AND MENTAL HEALTH ACCESS. ADDITIONALLY, UNITED WAY INVESTS IN VARIOUS COMMUNITY COLLABORATIONS (KINDERGARTEN COUNTDOWN, VITA, PERSISTENCE PAYS OFF, EARLY YEARS INITIATIVE, ETC.) THROUGHOUT ALLEN COUNTY. 167367 KINDERGARTEN COUNTDOWN: KINDERGARTEN COUNTDOWN COMPLETED ITS NINTH YEAR WHERE 97 CHILDREN ATTENDED CLASSES IN THE SCHOOLS THEY WILL BE ATTENDING IN THE FALL. THE PROGRAM OPERATES IN TWO PUBLIC SCHOOL DISTRICTS AND EMPHASIZES CLASSROOM SKILLS LIKE RAISING HANDS AND LINING UP QUIETLY AS WELL AS STRENGTHENING THE LITERACY SKILLS THAT ARE NECESSARY TO LEARN TO READ. THIS YEAR'S STUDENTS SHOWED A 18 PERCENT INCREASE IN BASIC LITERACY SKILLS AND A 16 PERCENT INCREASE IN SOCIAL EMOTIONAL SCORES FROM THE ASSESSMENTS COMPLETED AT THE BEGINNING AND END OF THE FOUR-WEEK PROGRAM. THERE WAS A 44 PERCENT INCREASE IN THE NUMBER STUDENTS ABLE TO WRITE THEIR NAMES. 134990 VOLUNTEER INCOME TAX ASSISTANCE (VITA): DURING THE 2023 VITA SEASON, TAX PREPARATION WAS OFFERED AT ONE SITE IN ALLEN COUNTY AND FOUR SITES IN DEKALB, NOBLE AND STEUBEN COUNTIES. THIS YEAR, OVER 60 VOLUNTEERS DONATED OVER 5,000 HOURS TO THIS EFFORT. OVER 2.2 MILLION WERE RETURNED TO OVER 2,900 RESIDENTS. 533336 38961 COMMUNITY COLLABORATIONS: UNITED WAY OF ALLEN COUNTY INVESTS IN NUMEROUS COLLABORATIVE EFFORTS THAT CONVENE MULTIPLE PARTNERS TO ADDRESS CONCERNS IN THE COMMUNITY IN A TWO-GENERATIONAL APPROACH THROUGH OUR PRIORITY AREAS OF EDUCATIONAL OPPORTUNITIES, FOOD SECURITY, HOUSING STABILITY, AND MENTAL HEALTH ACCESS THROUGH COMMUNITY-BASED SOLUTIONS. --DONOR DESIGNATIONS: UNITED WAY OF ALLEN COUNTY (UWAC) DIRECTS DESIGNATED CONTRIBUTIONS (50 OR MORE) TO A SPECIFIC UWAC PRIORITY AREA(S), INITIATIVE(S), OR TO LOCAL UNITED WAYS IN OTHER COMMUNITIES. UWAC RETAINS 15% OF DESIGNATED GIFTS TO UNITED WAYS/FUNDS THAT ARE PART OF THE NORTHEAST INDIANA CONSORTIUM AND 15.1% ON GIFTS TO OTHER UNITED WAYS. NO OTHER FEES OR PERCENTAGES ARE CHARGED AGAINST THESE GIFTS. --VOLUNTEER ENGAGEMENT AND DAY OF CARING: OUR TOTAL VOLUNTEER ENGAGEMENT COORDINATED OVER 1,800 VOLUNTEERS FOR NEARLY 10,400 HOURS OF COMMUNITY SERVICE WHICH EQUALS NEARLY 333,500 WORTH OF SERVICE INVESTED BACK IN TO ALLEN COUNTY. WE WORK WITH CORPORATE PARTNERS TO CONNECT THEIR EMPLOYEES TO VOLUNTEER OPPORTUNITIES IN THE COMMUNITY. WE COORDINATE KIT BUILDS FOR THEM TO COMPLETE OR COMPANIES PARTICIPATE IN OUR LARGEST VOLUNTEER EVENT, DAY OF CARING. OUR 31TH ANNUAL UNITED WAY DAY OF CARING CONTINUED TO REBOUND IN TERMS OF VOLUNTEER NUMBERS. IN 2023, OVER 1,600 VOLUNTEERS CONTRIBUTED OVER 6,400 VOLUNTEER HOURS, AND COMPLETED 68 PROJECTS. PROJECTS SUBMITTED FOR DAY OF CARING ARE COMPLETED IN ONE DAY AND TYPICALLY CONSIST OF CLEANING, LANDSCAPING, PAINTING AND OTHER GENERAL MAINTENANCE. PROJECTS TAKE PLACE AT NON-PROFIT AGENCIES, SCHOOLS OR PRIVATE RESIDENCES COORDINATED BY NEIGHBORLINK. UNITED WAY WORKS TOGETHER WITH CORPORATE PARTNERS, NON-PROFIT AGENCIES AND VOLUNTEERS TO MEET THE NEEDS OF OUR COMMUNITY, MAKING ALLEN COUNTY A BETTER PLACE TO LIVE AND WORK. --PERSISTENCE PAYS OFF: PERSISTENCE PAYS OFF (PPO) IS A NEW INITIATIVE OF UNITED WAY THAT WAS LAUNCHED IN APRIL 2021. THE GOAL OF THE INITIATIVE IS TO GET MORE STUDENTS TO COMPLETE THEIR COLLEGE DEGREE OR CERTIFICATE BY HELPING ELIMINATE SOME OF THE BARRIERS THAT STUDENTS ARE FACING. WE PARTNER WITH THE TRIO OFFICES AT IVY TECH COMMUNITY COLLEGE FORT WAYNE AND PURDUE FORT WAYNE ALONG WITH LUTHERN SOCIAL SERVICES TO PROVIDE STUDENTS EDUCATIONAL GOAL ATTAINMENT, CASE MANAGEMENT, LIFE SKILLS DEVELOPMENT AND FINANCIAL LITERACY COACHING. TWO HUNDRED AND TWENTY-SEVEN STUDENTS HAVE RECEIVED SERVICES THROUGH PPO IN TWO AND A HALF ACADEMIC YEARS WITH A PERSISTENCE RATE OF 94%. THIS MEANS THAT 94% OF THE STUDENTS HAVE EITHER COMPLETED THEIR CERTIFICATION OR DEGREE OR HAVE RE-ENROLLED THE NEXT SEMESTER TO CONTINUE THEIR EDUCATION. 533336 38961 2064550 true true false true false false false false false true true false false true true true true false false false false false false false true false false true false true false false false false false false false false false false false false false false false false false true 28 0 true 13 true false false false false false false false false false false false false X 30 30 false false false false false false false true true false false true true true true true true true false false IN X X TAMMY YEASER 2604224776 347 WEST BERRY STREET SUITE 300 FORT WAYNE IN 46802 ROB HAWORTH PRESIDENT & 40.00 X 147776 0 7074 BETH PETER INTERIM CFO 40.00 X 37238 0 0 TAMMY YEASER DIRECTOR OF 40.00 X 20683 0 4324 JOHN COURT BOARD CHAIR 1.00 X X 0 0 0 HEIDI FOWLER VICE CHAIR 1.00 X X 0 0 0 ALLEN BROUWER TREASURER 1.00 X X 0 0 0 CHRIS GOMEZ SECRETARY 1.00 X X 0 0 0 DON CATES IMMEDIATE PA 1.00 X 0 0 0 PETER ADAMS DIRECTOR 1.00 X 0 0 0 JAVON BELL DIRECTOR 1.00 X 0 0 0 BONNIE BLACKBURN-PENHOLLOW DIRECTOR 1.00 X 0 0 0 JILL BROWN DIRECTOR 1.00 X 0 0 0 STEPHANIE CRANDALL DIRECTOR 1.00 X 0 0 0 NICK DARRAH DIRECTOR 1.00 X 0 0 0 GARY DUFF DIRECTOR 1.00 X 0 0 0 SARAH GIAQUINTA DIRECTOR 1.00 X 0 0 0 JOHN GUINGRICH DIRECTOR 1.00 X 0 0 0 GEORGE GUY DIRECTOR 1.00 X 0 0 0 SCOTT HOFFMAN DIRECTOR 1.00 X 0 0 0 PRACHI HOFFMEISTER DIRECTOR 1.00 X 0 0 0 RON HOWARD DIRECTOR 1.00 X 0 0 0 PAULA HUGHES-SCHUH DIRECTOR 1.00 X 0 0 0 DAVYD JONES DIRECTOR 1.00 X 0 0 0 AUSTIN KNOX DIRECTOR 1.00 X 0 0 0 KIM MOORE DIRECTOR 1.00 X 0 0 0 HOLLI MURPHY DIRECTOR 1.00 X 0 0 0 EMILY MUSSER DIRECTOR 1.00 X 0 0 0 LLOYD OSBORNE DIRECTOR 1.00 X 0 0 0 IRENE PAXIA DIRECTOR 1.00 X 0 0 0 EVAN SCHOOF DIRECTOR 1.00 X 0 0 0 GRETA SOUTHARD DIRECTOR 1.00 X 0 0 0 STEVEN SYKES DIRECTOR 1.00 X 0 0 0 DR DEBRA FAYE WILLIAMS-ROBBINS DIRECTOR 1.00 X 0 0 0 205697 11398 1 false true false 37297 2135343 2172640 53354 53354 227668 219717 7951 7951 7951 37297 40471 -40471 -40471 ADMINISTRATIVE FEES 561000 3586 3586 MISCELLANEOUS INCOME 900099 308 308 3894 2197368 3894 20834 823961 823961 257194 12860 112946 131388 701729 431570 270159 23200 15055 1001 7144 89536 46352 20093 23091 58362 31672 8309 18381 20000 20000 396 396 15523 15523 259449 83021 147355 29073 79140 20042 46036 13062 26248 3855 19213 3180 60758 28494 18209 14055 104028 28230 56978 18820 3817 1087 2243 487 12743 3441 7518 1784 29067 29067 7987 1713 5132 1142 15252 6081 5118 4053 COMMUNITY INVESTMENT 487071 487071 DUES & SUBSCRIPTIONS 36649 12558 16052 8039 PUBLIC EVENTS 26261 25267 637 357 EQUIPMENT RENTAL & MAINTE 7591 2220 3970 1401 3145962 2064550 535796 545616 119756 50169 9742 10092 974389 397580 28178 102262 83544 26705 18718 2037873 2308480 2352707 2507942 5549350 5292981 182255 217121 200000 500000 655574 609835 1037829 1326956 X 2341881 1834211 2169640 2131814 4511521 3966025 5549350 5292981 -948594 403098 X false true X true false X 6390615 5839569 3260185 2947752 2172640 20610761 6390615 5839569 3260185 2947752 2172640 20610761 670304 19940457 47335 41964 40094 43536 53354 226283 20837044 127519 0.95700 0.94550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 968 2447 3415 2061135 2064550 253228 63307 474799 340768 268395 253228 1337190 2005785 3428 2595 1108 3415 10546 118700 85192 67099 63307 334298 501447 2637 1996 852 968 6453 1776869 178272 1955141 1654048 122821 1776869 1940844 -193053 93743 1654048 1475577 465267 1940844 1457240 18337 1475577 0.21130 0.47640 0.31230 true false 102262 83544 18718 18718 BENEFICIAL INTEREST FUNDS - CMTY FDN 1559199 RIGHT OF USE ASSET 552801 CONTRIB. RECEIVABLE - REMAINDER TR. 213761 BENEFICIAL INTEREST IN PERPETUAL TR. 182181 2507942 LEASE LIABILITIES 552801 DONOR DESIGNATIONS 57034 609835 X 2545982 403098 403098 2142884 15523 38961 54484 2197368 3091478 3091478 15523 38961 54484 3145962 SCHEDULE D, PAGE 2, PART V, LINE 4 TO THE EXTENT THAT THE AMOUNT OF ENDOWMENT INVESTMENT INCOME TO BE DISTRIBUTED HAS BEEN DETERMINED AND THAT ALL DONOR DIRECTIVES HAVE BEEN MET, SAID AMOUNT MAY BE DISTRIBUTED AT THE DISCRETION OF UNITED WAY OF ALLEN COUNTY'S BOARD OF DIRECTORS. IN GENERAL, HOWEVER, THESE FUNDS WILL BE UTILIZED TO STABILIZE AGENCY FUNDING DURING PERIODS OF BELOW NORMAL ANNUAL CAMPAIGNS, TO ENHANCE ANNUAL AGENCY DISTRIBUTIONS, FOR SPECIAL PURPOSE AGENCY GRANTS AND TO SUPPORT THE ADMINISTRATIVE ACTIVITIES OF UNITED WAY OF ALLEN COUNTY. SCHEDULE D, PAGE 3, PART X UWAC IS INCORPORATED AS A NONPROFIT ORGANIZATION, EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION. UWAC HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. UWAC IS ALSO EXEMPT FROM STATE INCOME TAXES. HOWEVER, UWAC IS SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. UWAC PROVIDES LIABILITIES FOR UNCERTAIN TAX POSITIONS WHEN A LIABILITY IS PROBABLE AND ESTIMABLE. MANAGEMENT BELIEVES THAT IS HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS IT HAS TAKEN OR EXPECTS TO TAKE AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT SHOULD BE RECOGNIZED, MEASURED OR DISCLOSED IN THE FINANCIAL STATEMENTS. MANAGEMENT BELIEVES UWAC IS NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR YEARS BEFORE JUNE 30, 2021. SCHEDULE D, PAGE 4, PART XI, LINE 4B DESIGNATED CONTRIBUTIONS 38,961 SCHEDULE D, PAGE 4, PART XII, LINE 4B DESIGNATED CONTRIBUTIONS 38,961 OVER THE EDGE 37297 37297 17458 15662 1689 5662 37297 37297 17458 15662 1689 5662 40471 -40471 true AMANI FAMILY SERVICES 5104 N CLINTON ST FORT WAYNE IN 46825 412205791 501C3 20000 PROGRAM SUPPORT ASSOCIATED CHURCHES OF FORT WAYNE 602 E WAYNE ST FORT WAYNE IN 46802 350905944 501C3 50000 PROGRAM SUPPORT BRIGHTPOINT PO BOX 10570 FORT WAYNE IN 46853 351111819 501C3 200000 PROGRAM SUPPORT CANCER SERVICES OF ALLEN COUNTY 6316 MUTUAL DRIVE FORT WAYNE IN 46825 350965609 501C3 20000 PROGRAM SUPPORT CENTER FOR NONVIOLENCE 235 W CREIGHTON AVE FORT WAYNE IN 46807 311045334 501C3 20000 PROGRAM SUPPORT COURAGEOUS HEALING INC 10974 BARRYMORE RUN ROANOKE IN 46783 833333360 501C3 20000 PROGRAM SUPPORT FORT WAYNE RESCUE MISSION 301 W SUPERIOR ST FORT WAYNE IN 46855 351054670 501C3 25000 PROGRAM SUPPORT HEADWATERS COUNSELING 2712 S CALHOUN ST FORT WAYNE IN 46807 350868078 501C3 30000 PROGRAM SUPPORT HEALTHIER MOMS AND BABIES 1025 W RUDISILL BLVD FORT WAYNE IN 46807 834507606 501C3 20000 PROGRAM SUPPORT INNER CITY HOPE CORP PO BOX12045 FORT WAYNE IN 46862 351967440 501C3 20000 PROGRAM SUPPORT LEAGUE FOR THE BLIND AND DISABLED 5821 S ANTHONY BLVD FORT WAYNE IN 46816 350876341 501C3 40000 PROGRAM SUPPORT LUTHERAN SOCIAL SERVICES OF IN 333 E LEWIS ST FORT WAYNE IN 46802 350868124 501C3 112000 PROGRAM SUPPORT SALVATION ARMY 2901 N CLINTON STREET FORT WAYNE IN 46805 362167910 501C3 23000 PROGRAM SUPPORT ST JOSEPH MISSIONS INC 500 W MAIN STREET FORT WAYNE IN 46802 310899309 501C3 30000 PROGRAM SUPPORT VINCENT VILLAGE INC 2827 HOLTON AVE FORT WAYNE IN 46806 351780135 501C3 75000 PROGRAM SUPPORT WELLSPRING INTERFAITH 1316 BROADWAY FORT WAYNE IN 46802 510151621 501C3 50000 PROGRAM SUPPORT YWCA NORTHEAST INDIANA 5920 DECATUR ROAD FORT WAYNE IN 46816 350868220 501C3 30000 PROGRAM SUPPORT 17 SCHEDULE I, PAGE 1, PART I, LINE 2 UNITED WAY OF ALLEN COUNTY'S COMMUNITY INVESTMENT DECISIONS ARE MADE BY MEMBERS OF THE COMMUNITY IMPACT COMMITTEE AND UNITED WAY COMMUNITY IMPACT STAFF. ALONG WITH THEIR GRANT APPLICATION, AGENCIES MUST SUBMIT REQUIRED DOCUMENTS FOR REVIEW TO ENSURE STRONG ORGANIZATIONAL GOVERNANCE, FINANCIAL MANAGEMENT, AND OPERATIONS. PRIORITY AREA GRANTS ARE NOW ON AN ANNUAL GRANT CYCLE THROUGH AN OPEN, COMPETITIVE APPLICATION PROCESS. ALL APPLICATIONS ARE REVIEWED FOR THE SERVICES BEING PROVIDED, COLLABORATIVE EFFORTS, AND THEIR ABILITY TO HELP ACHIEVE COMMUNITY GOALS THAT ARE ALIGNED WITH ONE OF OUR FOUR STRATEGIC PRIORITY AREAS: 1.EDUCATIONAL OPPORTUNITIES 2.FOOD SECURITY 3.HOUSING STABILITY 4.MENTAL HEALTH ACCESS ALL AGENCIES MUST REPORT ON DEFINED OUTCOMES AND OUTPUTS FOR EACH PRIORITY AREA THAT THEY ARE RECEIVING GRANT FUNDS. AN AGREEMENT IS ENTERED INTO THAT REQUIRES GRANT FUNDED ORGANIZATIONS TO SUBMIT MID-YEAR AND END-OF-YEAR REPORTS. X X false false false false false false false false false ROB HAWORTH PRESIDENT & CEO 137776 10000 7074 154850 FORM 990, PAGE 2, PART III, LINE 4D COMMUNITY COLLABORATIONS: UNITED WAY OF ALLEN COUNTY INVESTS IN NUMEROUS COLLABORATIVE EFFORTS THAT CONVENE MULTIPLE PARTNERS TO ADDRESS CONCERNS IN THE COMMUNITY IN A TWO-GENERATIONAL APPROACH THROUGH OUR PRIORITY AREAS OF EDUCATIONAL OPPORTUNITIES, FOOD SECURITY, HOUSING STABILITY, AND MENTAL HEALTH ACCESS THROUGH COMMUNITY-BASED SOLUTIONS. --DONOR DESIGNATIONS: UNITED WAY OF ALLEN COUNTY (UWAC) DIRECTS DESIGNATED CONTRIBUTIONS (50 OR MORE) TO A SPECIFIC UWAC PRIORITY AREA(S), INITIATIVE(S), OR TO LOCAL UNITED WAYS IN OTHER COMMUNITIES. UWAC RETAINS 15% OF DESIGNATED GIFTS TO UNITED WAYS/FUNDS THAT ARE PART OF THE NORTHEAST INDIANA CONSORTIUM AND 15.1% ON GIFTS TO OTHER UNITED WAYS. NO OTHER FEES OR PERCENTAGES ARE CHARGED AGAINST THESE GIFTS. --VOLUNTEER ENGAGEMENT AND DAY OF CARING: OUR TOTAL VOLUNTEER ENGAGEMENT COORDINATED OVER 1,800 VOLUNTEERS FOR NEARLY 10,400 HOURS OF COMMUNITY SERVICE WHICH EQUALS NEARLY 333,500 WORTH OF SERVICE INVESTED BACK IN TO ALLEN COUNTY. WE WORK WITH CORPORATE PARTNERS TO CONNECT THEIR EMPLOYEES TO VOLUNTEER OPPORTUNITIES IN THE COMMUNITY. WE COORDINATE KIT BUILDS FOR THEM TO COMPLETE OR COMPANIES PARTICIPATE IN OUR LARGEST VOLUNTEER EVENT, DAY OF CARING. OUR 31TH ANNUAL UNITED WAY DAY OF CARING CONTINUED TO REBOUND IN TERMS OF VOLUNTEER NUMBERS. IN 2023, OVER 1,600 VOLUNTEERS CONTRIBUTED OVER 6,400 VOLUNTEER HOURS, AND COMPLETED 68 PROJECTS. PROJECTS SUBMITTED FOR DAY OF CARING ARE COMPLETED IN ONE DAY AND TYPICALLY CONSIST OF CLEANING, LANDSCAPING, PAINTING AND OTHER GENERAL MAINTENANCE. PROJECTS TAKE PLACE AT NON-PROFIT AGENCIES, SCHOOLS OR PRIVATE RESIDENCES COORDINATED BY NEIGHBORLINK. UNITED WAY WORKS TOGETHER WITH CORPORATE PARTNERS, NON-PROFIT AGENCIES AND VOLUNTEERS TO MEET THE NEEDS OF OUR COMMUNITY, MAKING ALLEN COUNTY A BETTER PLACE TO LIVE AND WORK. --PERSISTENCE PAYS OFF: PERSISTENCE PAYS OFF (PPO) IS A NEW INITIATIVE OF UNITED WAY THAT WAS LAUNCHED IN APRIL 2021. THE GOAL OF THE INITIATIVE IS TO GET MORE STUDENTS TO COMPLETE THEIR COLLEGE DEGREE OR CERTIFICATE BY HELPING ELIMINATE SOME OF THE BARRIERS THAT STUDENTS ARE FACING. WE PARTNER WITH THE TRIO OFFICES AT IVY TECH COMMUNITY COLLEGE FORT WAYNE AND PURDUE FORT WAYNE ALONG WITH LUTHERN SOCIAL SERVICES TO PROVIDE STUDENTS EDUCATIONAL GOAL ATTAINMENT, CASE MANAGEMENT, LIFE SKILLS DEVELOPMENT AND FINANCIAL LITERACY COACHING. TWO HUNDRED AND TWENTY-SEVEN STUDENTS HAVE RECEIVED SERVICES THROUGH PPO IN TWO AND A HALF ACADEMIC YEARS WITH A PERSISTENCE RATE OF 94%. THIS MEANS THAT 94% OF THE STUDENTS HAVE EITHER COMPLETED THEIR CERTIFICATION OR DEGREE OR HAVE RE-ENROLLED THE NEXT SEMESTER TO CONTINUE THEIR EDUCATION. FORM 990, PAGE 6, PART VI, LINE 11B THE 990 IS COMPLETED BY OUR CPA FIRM AND REVIEWED BY THE CFO. THE AUDIT COMMITTEE REVIEWS AND APPROVES THE 990, WHICH IS THEN PRESENTED TO THE BOARD OF DIRECTORS PRIOR TO IT BEING FILED. FORM 990, PAGE 6, PART VI, LINE 12C VOLUNTEERS (BOARD AND COMMITTEE MEMBERS) AND STAFF MEMBERS ARE REQUIRED TO READ OUR CODE OF ETHICS ON AN ANNUAL BASIS AND COMPLETE THE CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE SECTION BELOW COMES DIRECTLY FROM OUR CODE OF ETHICS POLICY AS REVIEWED BY THE GOVERNANCE COMMITTEE. GUIDANCE, DISCLOSURE AND ENFORCEMENT VOLUNTEERS, STAFF, AND IDENTIFIED REPRESENTATIVES ARE ENCOURAGED TO SEEK GUIDANCE FROM UWAC'S BOARD CHAIR, PRESIDENT AND CEO, OR THE EXECUTIVE COMMITTEE CONCERNING THE INTERPRETATION OR APPLICATION OF THIS CODE (OF ETHICS). ANY KNOWN OR POSSIBLE BREACHES OF THE CODE SHOULD BE DISCLOSED. REPORTS OF POSSIBLE BREACHES WILL BE HANDLED IN THE FOLLOWING MANNER: - ALL REPORTS OF POSSIBLE BREACHES WILL BE TREATED IN CONFIDENCE AS MUCH AS THE ORGANIZATION'S DUTY TO INVESTIGATE AND THE LAW ALLOW. IF CONFIDENTIALITY CANNOT BE MAINTAINED, THE INDIVIDUAL DISCLOSING THE POSSIBLE BREACH WILL BE NOTIFIED. - ALL REPORTED EMPLOYEE BREACHES WILL BE INVESTIGATED AND, IF NEEDED, APPROPRIATE ACTION TAKEN, UP TO AND INCLUDING TERMINATION, BASED ON PERSONNEL POLICIES. - ALL REPORTED VOLUNTEER BREACHES WILL BE INVESTIGATED AND, IF NEEDED, APPROPRIATE ACTION TAKEN UP TO AND INCLUDING REMOVAL FROM THE BOARD AND/OR COMMITTEE, BASED ON THE RECOMMENDATIONS OR DECISIONS MADE AT THE DISCRETION OF THE EXECUTIVE COMMITTEE WITH APPROVAL OF THE BOARD OF DIRECTORS. - RETALIATION AGAINST A PERSON WHO SUSPECTS AND REPORTS A BREACH IN GOOD FAITH WILL BE TREATED AS AN INDEPENDENT BREACH OF THE CODE. - UWAC AFFIRMS PROMPT AND FAIR RESOLUTION OF ALL REPORTED BREACHES. - ANY AND ALL EXPENSES, INCLUDING ATTORNEY'S FEES, INCURRED BY THE ORGANIZATION AND/OR THE BOARD OF DIRECTORS IN THE ENFORCEMENT OF THE PROVISIONS OF THIS CODE WILL BE THE SOLE RESPONSIBILITY OF THE PERSON(S) WHO CAUSED SUCH BREACH. FORM 990, PAGE 6, PART VI, LINE 15A THE SALARY AND OTHER REMUNERATION OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER SHALL BE FIXED BY THE BOARD OF DIRECTORS. SALARIES AND WAGES TO OTHER EMPLOYEES SHALL BE FIXED BY THE PRESIDENT BASED ON THE RECOMMENDED SALARY RANGES AND SUBJECT TO APPROVAL OF THE GENERAL OPERATING BUDGET BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL BE RESPONSIBLE FOR A) CONDUCTING A CHIEF EXECUTIVE OFFICER PERFORMANCE REVIEW PROCESS, INCLUDING GOAL SETTING, PERFORMANCE OBJECTIVES AND A 360 DEGREE ASSESSMENT; B) REVIEWING AND RECOMMENDING TO THE BOARD OF DIRECTORS TOTAL COMPENSATION AND REWARDS ADJUSTMENTS FOR THE CHIEF EXECUTIVE OFFICER AND C) MONITORING MARKET PRACTICES OF COMPARABLE ORGANIZATIONS TO ENSURE THAT EXECUTIVE COMPENSATION AND REWARD LEVEL ARE COMPETITIVE AND CONSISTENT WITH MARKET PRACTICES AND D) CONDUCTING PERIODIC REVIEWS OF ORGANIZATIONAL COMPENSATION STRATEGY AND RECOMMENDING CHANGES TO THE BOARD OF DIRECTORS AS NEEDED. FORM 990, PAGE 6, PART VI, LINE 19 UNITED WAY OF ALLEN COUNTY MAKES ITS AUDITED FINANCIAL REPORT AND FORM 990 AVAILABLE ON ITS WEBSITE AND IN THE OFFICE FOR PUBLIC INSPECTION. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST ARE AVAILABLE IN THE OFFICE FOR PUBLIC INSPECTION.