2024-10-23T10:13:23-05:00 2023-12-31 450250958 Eide Bailly LLP 4585 Coleman St Ste 200 Bismarck ND 58503 990 2023-01-01 410810008 United Way of Cass-Clay UNIT 7012375050 4351 23rd Avenue South Fargo ND 58104 Karla Isley President and CEO 7012375050 2024-10-23 1 1 Lisa Chaffee CPA P00193453 7012551091 2024-10-23 2023 2024-10-15 13:58:12Z Karla Isley 4351 23rd Avenue South Fargo ND 58104 6735096 0 X www.unitedwaycassclay.org X 1958 ND We improve lives by activating resources to solve complex community issues and create lasting social change. 12 12 22 1515 0 0 5521426 6040409 63983 47238 76714 120860 51903 52393 5714026 6260900 3617351 3641234 0 0 1507105 1590022 0 0 620055 676087 631276 5800543 5862532 -86517 398368 8411556 9069107 371058 491607 8040498 8577500 X We improve lives by activating resources to solve complex community issues and create lasting social change. 1 1 4853708 3578602 United Way of Cass-Clay (United Way) improves lives by activating resources to solve complex community issues and create lasting social change. We seek to make measurable progress toward increasing access and reducing barriers for underserved, at-risk, and vulnerable individuals, and families to achieve our Bold Community Goals:-Preventing Hunger & Homelessness-Preparing Children to Succeed-Strengthening FamiliesUltimately, these goals collectively help to lift families out of poverty. By focusing on our Bold Goals, we look to improve lives and create a better tomorrow for everyone in Cass County, ND, and Clay County, MN. We do this by increasing access and reducing barriers to much needed supports and services including stable housing, living-wage employment, mental health services for students, and providing affordable, quality childcare. Bold Goal 1 - Prevent hunger for families and children through system-wide collaborative initiatives.- Prevent homelessness for families and youth through system-wide collaborative initiatives.Why we invest: A family in poverty cannot be successful without stable housing and access to nutritious food. We collaborate with local experts to address the root causes of homelessness and hunger. Together, we focus on prevention to keep families and children from ever experiencing these challenges. We also invest in short-term strategies, with a focus on all a family needs to try to break the cycle of poverty for good.The Issue:- 1 in 9 people live in poverty- Each night, more than 1,000 of our local neighbors are experiencing homelessness. 200 of those are children.- Every year, almost 16,000 local people experience hunger. 6,400 of those are children.The Results: - 12,981 families received food assistance (over 5.1m pounds) - 2,820 individuals prevented from homelessness (of which 72% maintained housing) - 231,565 meals served to children on weekends and during the summer - $620,000 saved through the Housing Navigation ProgramBold Goal 2 - Prepare children for kindergarten socially, emotionally, and academically.- Prepare students to graduate choice ready to continue their education or to enter the workforce.Why we invest: We believe our community's kids deserve to have the support they need to reach their full potential. Children who have high-quality, early childhood education and enter kindergarten socially, emotionally, and academically ready have a higher chance of being successful in school and life. Together, we help children reach adulthood with support, choices and opportunity.The Issue:- 1 in 7 children under 5 live in poverty - Only 37% of children under 4 are enrolled in early education - Children in poverty are 3x more likely to experience poverty as adultsThe Results: - 1,133 children enrolled in high-quality, early childhood education - 1,302 children received extra support, outside of school, such as mentorship, tutoring, reading support, and after school programs- 98% of children entered kindergarten socially, emotionally, and academically ready- 466 families improved their knowledge of child development and parenting strategiesBold Goal 3- Increase employment and income to improve financial stability.- Increase family and social support to reduce barriers to access social, emotional, and mental health resources.Why we invest: Getting and staying out of poverty is not easy. Not having access to, or the skills to maintain things such as housing, a job, education, stable mental health, food, transportation, basic needs, childcare, a bank account, credit, language, etc., can collectively keep a family from rising above poverty and finding a better life for themselves.The Issue: - 1 in 9 people locally experience poverty, but many more families are working hard and still struggling. - Poverty is a family of 4 living on less than $27,750 a year - Over 2,000 New Americans lack English language proficiency - 46% of people (in North Dakota) live in an area with a shortage of or no access to a mental health professional.The Results: - 547 individuals secured employment - 5,000+ families accessed supportive services, and reported an 87% increase in well-being- 186 individuals attended English Language Learner (ELL) classes- 60% of individuals increased their wages, through securing a new job or upskilling 30609 47238 35 Under 35 Leadership Program:United Way of Cass-Clay's 35 Under 35 Women's Leadership Program's goal is to inspire local women from all backgrounds to make a difference, help them realize their leadership skills and energize their collective power as women in our community. The program includes sessions, led by local leaders, covering topics such as goal setting, communication, personal growth, board leadership, public speaking, conflict management, and other leadership-focused topics.Mission:Strengthens leadership skills and confidence of female leadersEnhances the impact of women across our workplaces, homes, and communityInspires collaboration and unity Since 2009, 525 local women have participated in the leadership program. Participants meet monthly to focus on various issues pertinent to young leaders. Each session is led and presented by local leaders and includes training and discussion as well as goal setting, communication, personal growth, board leadership, public speaking, conflict management, and several additional leadership topics.Employers of United Way 35 Under 35 Women's Leadership Program participants benefit greatly from the experience. Participants are able to: -Connect with a diverse network of dynamic young women and local leaders-Expand knowledge of the community and opportunities to serve in volunteer leadership positions-Become re-energized, motivated, and equipped to sharpen their skill set-Gain confidence and skills to lead in current and future positions at their companies/organizationsWomen UNITED Leadership Team:The Women UNITED Leadership Team is dedicated to supporting United Way's work through events benefitting local families and children living in our community. This 15-member group of 35 Under 35 Women's Leadership Program alumni strengthen our community through community service, fundraising, and leadership.Their work includes planning, fundraising, and implementing of Women UNITED events; which include the United Fore Kids Golf Scramble and the United Way Luncheon & Silent Auction.In addition to their work on events, members serve as advocates for United Way of Cass-Clay, inspiring others to engage and invest in our work, and raising awareness on community issues impacting local families and children.Lead UNITED (formerly Emerging Leaders Program):Lead UNITED provides unique volunteer and leadership development experiences that activate and elevate your connections, skills, and our community. Giving at the Community Builder level, provides access to all Lead UNITED events and programming.How Lead UNITED makes each of us, and our community, stronger:-Grow professionally and personally with leadership-based programming led by community leaders.-Help our neighbors most in need and see your generosity at work through hands-on volunteer opportunities.-Maximize your time and impact by investing in solutions to our community's biggest challenges while growing your network and connections.-Gain a deeper understanding of critical issues in our local community and how each of us can make a difference. 72501 62632 School Supply Drive:2023 marked the 25th year of the annual School Supply Drive, which provides students in need with a new backpack filled with supplies so they can start the school year confident, ready to learn and prepared to succeed. In 2023, 6,000 local students were equipped with a backpack and set of school supplies thanks to the generosity of our community! Students enrolled in every school district across Cass & Clay Counties received backpacks and more than 700 volunteers helped in collecting supplies, preparing backpacks, and distributing them to students in our community. Imagination Library:United Way has enjoyed supporting Dolly Parton's Imagination Library for over 15 years. Starting in January of 2020 United Way is no longer accepting new registrations for the program but will continue to honor and maintain all prior registrations. Those enrolled in the program receive a free book in the mail each month to help spark a love for reading. In 2023, 18,167 books were distributed to 2,097 local children.Additionally, United Way is proud to sponsor the following community program:-Since 2014, United Way has invested between $5,000 and $10,000 annually to two Volunteer Income Tax Assistance (VITA) programs. It's more than providing people with education and resources about financial stability; it's giving them support and encouragement and creating connections in our communityIn 2023, 457 individuals received services and had tax returns completed. Overall, federal and state refunds totaled $970,361 with savings in tax preparation services of $104,940. 4956818 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 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 9 0 1 22 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X X Karla Isley 7012375050 4351 23rd Avenue South Fargo ND 58104 Tiffany Lawrence - Chair Elect (Jan-Mar)/Chair (Apr-Dec) 2.00 X X 0 0 0 Mike Arntson - Vice Chair (Jan-Mar)/Chair Elect (Apr-Dec) 2.00 X X 0 0 0 Ashton Hansen - Board Member (Jan-Mar)/Vice Chair (Apr-Dec) 2.00 X X 0 0 0 Stacie Heiden Treasurer 2.00 X X 0 0 0 Kelly Dawson - Chair (Jan-Mar)/Past Chair (Apr-Dec) 2.00 X X 0 0 0 Jeff Schatz Board Member 1.00 X 0 0 0 Kimberly Busch Board Member 1.00 X 0 0 0 Randy Gerhold Board Member 1.00 X 0 0 0 Lynn Johnson Board Member 1.00 X 0 0 0 Julie Whitney Board Member 1.00 X 0 0 0 Eric Christianson Board Member (Apr-Dec) 1.00 X 0 0 0 Laetitia Mizero Hellerud Board Member (Apr-Dec) 1.00 X 0 0 0 Jay Lies Board Member (Jan-Mar) 1.00 X 0 0 0 Lori Schwartz Board Member (Jan-Mar) 1.00 X 0 0 0 Karla Isley President & CEO 50.00 X 182353 0 19726 Heide Delorme - Director of Finance & Administration (Jan-Jun) 45.00 X 43475 0 3917 Susan Thompson - Director of Finance & Administration (Aug-Dec) 45.00 X 38381 0 2828 Kayce Stenger - Sr Director of Brand and Marketing 45.00 X 105646 0 27486 369855 0 53957 2 0 1 0 0 46355 250000 5744054 114392 6040409 Program Fees 900099 30518 30518 Program Events 900099 16720 16720 47238 101381 101381 431831 412352 19479 19479 19479 114237 46355 61844 52393 52393 6260900 47238 0 173253 3641234 3641234 292498 163329 79601 49568 984206 618532 101965 263709 73803 44597 10118 19088 91499 58022 9706 23771 148016 90788 20672 36556 160 98 22 40 23262 14268 3249 5745 9149 9149 8742 5362 1221 2159 39388 9196 62 30130 61676 33842 5699 22135 117709 72199 16439 29071 74031 48552 10302 15177 4547 1653 102 2792 56293 56293 74387 48282 12780 13325 20128 12346 2811 4971 Event/Facitilies 95078 95078 Staff Development 10309 6323 1440 2546 Volunteer Recognition 4808 1161 65 3582 Dues 1991 1123 256 612 29618 29618 5862532 4956818 285659 620055 2647137 3289909 2523357 2403869 14266 24220 18516 2371827 358757 2104940 2013070 1103861 1307526 17995 11997 8411556 9069107 51107 204243 228916 212106 36620 50320 54415 24938 371058 491607 X 4434867 4615738 3605631 3961762 8040498 8577500 8411556 9069107 398368 138634 0 X 0 1 X 1 0 X 7027506 6122959 5416511 5521426 6040409 30128811 7027506 6122959 5416511 5521426 6040409 30128811 104774 30024037 52581 55168 58506 45406 101381 313042 30441853 452371 0.98630 0.98770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 100407 15000 14386 790 129003 119738 300 -19631 100407 106049 1300 12389 119738 94124 650 11275 106049 77851 860 15413 94124 0.00000 0.68604 0.31396 1 0 418183 418183 1554176 119760 1434416 213423 88015 125408 186045 150982 35063 2013070 Construction Payable 13106 Finance Lease Liability 11832 24938 X 6214925 138634 125129 -234243 29520 6185405 9149 66346 75495 6260900 5677923 125129 -66346 58783 5619140 9149 234243 243392 5862532 Part V, Line 4: Interest from the UWCC Legacy endowment fund will be used to: fund special UWCC grants or initiatives to address emerging issues, direct funds to address the root causes of the communities most serious problems, support the campaign if annual gift is endowed, endowed gift designated to a specific area of interest, support the operating costs of UWCC so that a higher percentage of the annual campaign gifts go towards community investment. Part X, Line 2: The Organization believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The Organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. Part XI, Line 2d - Other Adjustments: Grants reclassified from revenues on Form 990 -234,243. Part XI, Line 4b - Other Adjustments: Special event expense reclassed to revenue on Form 990 -28,732. Special event expenses in revenue reclassed to expense on Form 990 95,078. Part XII, Line 2d - Other Adjustments: Special event expense reclassed to revenue on Form 990 28,732. Special event expenses in revenue reclassed to expense on Form 990 -95,078. Part XII, Line 4b - Other Adjustments: Grants reclassified from revenues on Form 990 234,243. Women United Luncheon 95671 29555 66116 9291 29820 2670 United for Kids Golf Scramble 64921 16800 48121 8832 5245 5986 160592 46355 114237 18123 35065 8656 61844 52393 1 Afro American Development Association PO Box 1226 Moorhead MN 56561 472210302 501(c)(3) 95000 0 Support Agency Programs Boys & Girls Clubs of the Red River Valley 2500 18th St S Fargo ND 58103 450316132 501(c)(3) 65435 0 Support Agency Programs CAPLP Lakes and Prairies Community Actin Partnership Inc 891 Belsly Blvd Moorhead MN 56560 410905871 501(c)(3) 309572 0 Support Agency Programs Churches United 1901 1st Ave N Moorhead MN 56560 411594892 501(c)(3) 77104 0 Support Agency Programs Emergency Food Pantry 1101 4th Avenue North Fargo ND 58102 510138107 501(c)(3) 30798 0 Support Agency Programs Fargo Public Schools - District 1 700 7th St S Fargo ND 58103 456000294 other exempt entity 75000 0 Support Agency Programs Fargo Public Schools Fargo Adult Learning Center 1305 9th Ave S Fargo ND 58103 456000294 other exempt entity 75000 0 Support Agency Programs FirstLink 4357 13th Ave S Ste 107L Fargo ND 58103 410419491 501(c)(3) 70645 0 Support Agency Programs FM Coalition to End Homelessness 417 Main Ave Ste 208 Fargo ND 58102 412198589 501(c)(3) 40000 0 Support Agency Programs Friends of the Children Fargo-Moorhead 5183 44th St S Fargo ND 58104 834476757 501(c)(3) 60040 0 Support Agency Programs Great Plains Food Bank 1720 3rd Ave N Fargo ND 58102 472229589 501(c)(3) 122600 0 Support Agency Programs Immigrant Development Center 810 4th Avenue South 100 Moorhead MN 56560 203368647 501(c)(3) 132000 0 Support Agency Programs Jasmin Child Care and Preschool 4720 7th Ave S Ste E Fargo ND 58103 823422274 501(c)(3) 65000 0 Support Agency Programs Jeremiah Program 3104 Fiechtner Dr Fargo ND 58103 411801834 501(c)(3) 51185 0 Support Agency Programs Legal Services of North Dakota 112 North University Ave Suite 220 Fargo ND 58102 450336235 501(c)(3) 45000 0 Support Agency Programs Legal Services of Northwest Minnesota 1015 7th Ave N Moorhead MN 56560 411291705 501(c)(3) 30000 0 Support Agency Programs Moorhead Area Public Schools 2410 14th St S Moorhead MN 56560 416008721 other exempt entity 100311 0 Support Agency Programs Fargo Union Mission Inc New Life Center 1902 3rd Ave N Fargo ND 58102 450228056 501(c)(3) 27305 0 Support Agency Programs Nexus-Path Family Healing 1202 Westrac Drive Suite 400 Fargo ND 58104 912159746 501(c)(3) 72040 0 Support Agency Programs Presentation Partners in Housing (PPiH) 219 7th St S Fargo ND 58103 530196617 501(c)(3) 425000 0 Support Agency Programs Rape and Abuse Crisis Center 317 8th St N Fargo ND 58102 411310289 501(c)(3) 203164 0 Support Agency Programs Red River Children's Advocacy Center 100 South 4th St Ste 302 Fargo ND 58103 201095721 501(c)(3) 102385 0 Support Agency Programs Rural Enrichment and Counseling Headquarters (REACH) 421 5th St Hawley MN 56549 411716149 501(c)(3) 25403 0 Support Agency Programs SouthEastern North Dakota Community Action Agency 3233 S Univ Dr Fargo ND 581046221 456014870 501(c)(3) 100242 0 Support Agency Programs The Village Family Service Center 1201 25th St S Fargo ND 581069859 450226423 501(c)(3) 75355 0 Support Agency Programs Vocational Training Center (VTC) 2532 University Drive S Fargo ND 58103 450277254 501(c)(3) 45348 0 Support Agency Programs West Fargo Public Schools Agency 207 W Main Ave West Fargo ND 58078 456000298 other exempt entity 75222 0 Support Agency Programs YMCA of Cass and Clay Counties 400 1st Ave S Fargo ND 58103 450232096 501(c)(3) 250790 0 Support Agency Programs Youthworks 1330 18th Ave S Fargo ND 581034871 460345922 501(c)(3) 110202 0 Support Agency Programs YWCA Cass Clay 4650 38th Ave S Suite 110 Fargo ND 58104 450226435 501(c)(3) 242559 0 Support Agency Programs Missouri Slope Areawide United Way PO Box 2111 Bismarck ND 585022111 450387741 501(c)(3) 22062 0 Support Agency Programs Greater Twin Cities United Way PO Box 2949 Minneapolis MN 554020949 411973442 501(c)(3) 22054 0 Support Agency Programs Souris Valley United Way 1941 4th Street SW Minot ND 58701 450308679 501(c)(3) 18313 0 Support Agency Programs United Way of West Central Minnesota PO Box 895 Willmar MN 56201 410844871 501(c)(3) 13173 0 Support Agency Programs Sioux Empire United Way 1000 N West Ave Ste 120 Sioux Falls SD 571041314 460233701 501(c)(3) 9089 0 Support Agency Programs United Way Of Douglas & Pope Counties PO Box 1148 Alexandria MN 563081148 237450908 501(c)(3) 8287 0 Support Agency Programs Capital Area United Way Inc PO Box 1111 Pierre SD 575011111 460403398 501(c)(3) 7190 0 Support Agency Programs United Way Of Otter Tail & Wadena Counties 120 East Washington Avenue Fergus Falls MN 56537 410873718 501(c)(3) 7045 0 Support Agency Programs United Way of Northeastern SD PO Box 1065 Aberdeen SD 574021065 237086355 501(c)(3) 7022 0 Support Agency Programs Head of the Lakes United Way 424 West Superior Street Suite 402 Duluth MN 558021590 410857077 501(c)(3) 6799 0 Support Agency Programs United Way Of Grand Forks EGF 1407 24th Ave South Ste 400 Grand Forks ND 58201 450255772 501(c)(3) 5595 0 Support Agency Programs United Way of Valley of the Sun 3200 E Camelback Road Suite 375 Phoenix AZ 850182328 860104419 501(c)(3) 5558 0 Support Agency Programs 38 4 Part I, Line 2: In addition to our dedicated staff positions, volunteers play an important role in ensuring dollars entrusted to United Way are leveraged to their maximum capacity by evaluating programs' client outcomes, alignment with the United Way strategy, and the overall impact on the community. Once a Notice of Funds Available has been published for an applicable grant cycle, all submitted Letters of Intent (LOIs) are reviewed by the volunteer Community Investment Committee (CIC). Along with reviewing each submitted LOI, the CIC will conduct on-site visits with each organization. Following this review, the CIC will invite applicants to submit a full Request for Proposal (RFP) based on eligibility criteria, alignment with United Way's goals and strategies, and their demonstrated ability to measure performance indicators. Once applicants have submitted the RFP, United Way will organize volunteers to conduct a panel review where volunteers review proposals, tour applicants' facilities, and gain further information and perspective on the specific programming. These volunteers will make an initial funding recommendation based on their review of the proposals utilizing an evaluation rubric to guide scoring of RFPs and the conducted site visits. Following the panel reviews of all submitted RFPs, the CIC will convene to review all individual panel recommendations and make a final funding recommendation to the Board of Trustees. The process concludes with the Board of Trustees, who makes final funding decisions. Additionally, each of our funded community partners must submit impact reporting at least twice a year. These reports include, but are not limited to, shared performance measures, program outcome reports, client demographics, and impact stories. United Way staff review and aggregate submitted shared performance measures which are presented to the Board of Trustees for review and shared with the community through our Annual Report. X 0 0 0 0 0 0 0 0 0 Karla Isley President & CEO 182353 0 0 0 0 0 18319 0 2510 0 203182 0 0 0 X 7 66320 Average Selling Price X Misc food, beverages, and supplies 29 37897 FMV X School Supplies 1080 10175 Vendor Valuation 0 0 1 1 Part I, Column (b): Column (b) is number of contributions contributed for securities and number of items contributed for school supplies and misc food, beverages, and supplies. Part I, Line 32b: The organization uses Roonga for it's online school supply collection drive. Donors pick from a pre-selected list of items and then Roonga delivers the items to our organization at the end of the drive. Form 990, Part III, line 2 Fargo Public Schools - Full-Service Community School The Full-Service Community School program is a place-based model that leverages community resources in order to provide support for the whole-child as an approach to learning. Friends of the Children - Friends Mentorship Program Children experiencing poverty are paired with full-time, highly trained mentors who support them and their caregiver from kindergarten through graduation. Friends of the Children Fargo-Moorhead pairs children facing life's toughest obstacles with a paid, professional mentor (Friend) to walk alongside them for 12+ years, No Matter What. Jasmin Child Care and Preschool - Overnight Child Care Jasmin's overnight child care is the only quality, center-based option for children of second- and third-shift working parents. Jeremiah Program Fargo-Moorhead - Child Development Center Jeremiah Program provides resources and supports for single mother families experiencing poverty while moms pursue college; including quality child care. West Fargo Public Schools - Full-Service Community School The Full-Service Community School program is a place-based model that leverages community resources in order to provide support for the whole-child as an approach to learning. Youthworks - Umoja Program This research based educational leadership program, engaging youth through writing on topics regarding culture, mental health, self-awareness, and unity. Form 990, Part III, line 3 As stewards of public investments and trust, United Way utilizes a multi-tiered volunteer vetting process to make investment decisions and monitor impact results of all programs which receive these investments (funding). Programs which do not align with United Way's goals and strategies or do not meet outcome measurements may not receive future funding. In some instances, organizations cease operations due to factors outside of United Way's control. When this occurs, United Way stops funding for that organization at the point they have ceased operations. This process ensures United Way is accountable for the investments entrusted to it by the public. Each of the following organizational programs ceased to receive funding from United Way during the calendar year 2023: 1. Fargo Cass Public Health - Nurse Family Partnership Program 2. Northern Cass Public School District - Rural Cass Mental Health Initiative 3. Solutions Behavioral Healthcare Professionals, Inc. - Incredible Years Program - Early Intervention and Incredible Years Program - School Age 4. South East Education Cooperative - North Dakota Reading Corp 5. The Village Family Service Center - Big Brothers Big Sisters Program 6. TNT Kid's Fitness & Gymnastics Academy - Adaptive School Partnership Program 7. West Fargo Public Schools - Integrated MTSS-B Services and Middle School/High School Mental Health Services Form 990, Part VI, Section A, line 1a The organization has an Executive Committee with authority to act on behalf of the governing body between meetings. Any actions taken need to be brought before the board at the next meeting for review and/or ratification. The Executive Committee consists of board officers and the immediate Past Board Chair. Form 990, Part VI, Section A, line 6 Per the Bylaws, each individual contributor to United Way of Cass-Clay shall thereby become a member of the corporation for the year for which the contribution was given and shall be entitled to attend and vote at all membership meetings during the period. Any organization with a legitimate health, welfare, character-building or educational program or other human service agency, upon expressing a wish for organizational membership and after program and budget evaluation by the United Way, and upon acceptance by the Board of Trustees, shall become an organizational member and will continue so long as it is approved by the Board. Form 990, Part VI, Section A, line 7a The Board of Trustees elects new Board of Trustee members prior to the annual meeting. The Board is elected from nominees by the Governance Committee and additional nominees willing to serve may be presented by petition signed by 25 verifiable members, provided such petition is received in the office of the President not less than 14 days prior to the date of the Annual Meeting. The size of the Board shall consist of a minimum of 9 members and up to 12 members from the Cass/Clay area. In addition, the Campaign Chair shall serve on the Board for the year they lead the campaign. Form 990, Part VI, Section B, line 11b The Director of Finance & Administration will review the Form 990 as well as the Finance Committee. Following their review and recommendation for approval to the Board, the Board of Trustees will vote and approve the Form 990 at a board meeting. Form 990, Part VI, Section B, line 12c Board members complete conflict disclosures annually and the information is shared with other committees as needed. Board members with a conflict abstain from voting on issues involving the conflict. The President reviews the disclosures. Committee members and community impact panel members also complete the forms annually. Form 990, Part VI, Section B, line 15 The Executive Committee meets to approve the President's salary and benefits. The Executive Committee uses information provided by the United Way Worldwide. United Way Worldwide has salary research and recommended guidelines for Director level positions and above. They are based on the size of United Way organizations and the area of the country which they are located in. Written minutes are taken at the Executive Committee meeting regarding the deliberation of the approval of the President's salary and benefits. The President is not present during these deliberations. This process takes place annually. Compensation for the Director of Finance and Administration is determined annually by the President based on a review of the Director's performance development plan and comparability with the United Way Worldwide Salary Surveys. Form 990, Part VI, Section C, line 19 Governing documents and the conflict of interest policy are available upon request. The audited financial statements are on United Way of Cass-Clay's website.