2025-02-20T14:37:34-06:00 2024-06-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 3001 SUMMER STREET 5TH FLOOR EAST STAMFORD CT 06905 990 2023-07-01 060646578 UNITED WAY OF GREENWICH INC UNIT 2038692221 2 DEARFIELD DRIVE 300 GREENWICH CT 06831 DAVID RABIN CEO 2038692221 2025-02-20 1 1 GARRETT M HIGGINS P00543209 2033232400 2025-02-20 2023 2025-03-06 01:10:19Z GREENWICH UNITED WAY DAVID RABIN 2 DEARFIELD DRIVE 300 GREENWICH CT 06831 3901673 0 X WWW.GREENWICHUNITEDWAY.ORG X 1933 CT UNITED WAY OF GREENWICH (DBA GREENWICH UNITED WAY) HAS BEEN A TRUSTED PARTNER OF THE GREENWICH COMMUNITY, GOVERNMENT, AND LOCAL ORGANIZATIONS SINCE 1933. WE HAVE FOCUSED ON COMMUNITY SOLUTIONS IN THE AREAS OF HEALTH, EDUCATION AND FINANCIAL STABILITY FOR OVER 90 YEARS. 25 25 8 425 0 0 2693794 2493062 0 0 106287 162294 -84430 -75326 2715651 2580030 1774925 951296 0 0 800912 867009 0 0 184394 712122 740166 3287959 2558471 -572308 21559 5172711 5347547 608332 506803 4564379 4840744 X THE GREENWICH UNITED WAY IDENTIFIES UNMET LOCAL HEALTH, EDUCATIONAL AND SELF-SUFFICIENCY NEEDS, RAISES AWARENESS AND SUPPORT, AND WORKS COLLABORATIVELY WITH COMMUNITY PARTNERS TO INITIATE SOLUTIONS AND IMPLEMENT PROGRAMS THAT HAVE A LASTING AND POSITIVE IMPACT. 0 0 701296 701296 0 SEE SCHEDULE O FOR COMPLETE DESCRIPTION OF BOARD ALLOCATION AND GRANTS PROGRAM 496294 0 0 SEE SCHEDULE O FOR COMPLETE DESCRIPTION OF THE EARLY CHILDHOOD ACHIEVEMENT GAP SOLUTIONS PROGRAM 462904 0 0 SEE SCHEDULE O FOR COMPLETE DESCRIPTION OF THE COMMUNITY IMPACT 360039 250000 0 TO MEET THE INCREASING NEEDS IN TOWN, THE GREENWICH UNITED WAY PARTNERED WITH GREENWICH HOSPITAL TO DEVELOP A FACILITY TO OFFER OUTPATIENT MENTAL HEALTH SERVICES IN A SAFE AND COMFORTING SPACE FOR BOTH YOUTH AND ADOLESCENT PATIENTS AND THEIR PARENTS. SPECIFICALLY, THE ORGANIZATION RAISED $1.4 MILLION WHICH WAS GRANTED TO GREENWICH HOSPITAL DURING THE YEARS ENDING JUNE 30, 2023 AND 2024 FOR THE CAPITAL BUILD OUT OF THE NEW FACILITY THAT OPENED IN OCTOBER 2024. THE TOTAL EXPENSES RELATED TO THE YOUTH MENTAL HEALTH GRANT WERE $250,000 IN YEAR ENDING JUNE 30, 2024.YOUTH IMPACT PROGRAMMING - EXPANDS ON THE ORGANIZATION'S SUCCESSFUL READING CHAMPIONS AND JUNIOR UNITED WAY PROGRAMS AND MEETS THE EMERGING NEEDS OF YOUTH SUCH AS MATH FLUENCY, FINANCIAL LITERACY, AND PHILANTHROPIC EDUCATION. TOTAL EXPENSES WERE $110,039. 360039 250000 0 2020533 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 8 0 8 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X DAVID RABIN 2038692221 2 DEARFIELD DRIVE 300 GREENWICH CT 06831 NICOLE KWASNIEWSKI CHAIR OF THE BOARD 3.00 X X 0 0 0 CLARENA MCBETH VICE CHAIR OF COMMUNITY IMPACT 2.00 X X 0 0 0 GRACE DJURANOVIC VICE CHAIR OF FUND DEVELOPMENT 2.00 X X 0 0 0 JP MUIR VICE CHAIR OF BOARD AFFAIRS 2.00 X X 0 0 0 DEBRA HESS VICE CHAIR OF FINANCE 2.00 X X 0 0 0 PAMELA FORNERO SECRETARY 2.00 X X 0 0 0 CAIT KRAUS-LONG DIRECTOR, THRU SEPT 2023 1.00 X 0 0 0 SHARI ASER DIRECTOR 1.00 X 0 0 0 CHRISTINA BLILEY DIRECTOR 1.00 X 0 0 0 JEFFREY COVIELLO DIRECTOR 1.00 X 0 0 0 CLIFF DANK DIRECTOR, THRU SEPT 2023 1.00 X 0 0 0 TIMOTHY DRINKALL DIRECTOR 1.00 X 0 0 0 MARIO FORLINI DIRECTOR 1.00 X 0 0 0 CAREY GIANNETTI DIRECTOR 1.00 X 0 0 0 ALYSSA KELESHIAN DIRECTOR 1.00 X 0 0 0 PATRICK KERNEY DIRECTOR 1.00 X 0 0 0 EMILY KUNSCHNER DIRECTOR 1.00 X 0 0 0 CORY ANNE LOGAN DIRECTOR 1.00 X 0 0 0 JOHN MAUS DIRECTOR 1.00 X 0 0 0 SEAN MCMURTY DIRECTOR 1.00 X 0 0 0 KARIN MCSHANE DIRECTOR 1.00 X 0 0 0 ANTONIO MIRANDA DIRECTOR 1.00 X 0 0 0 ANUJ PATEL DIRECTOR 1.00 X 0 0 0 SABRINA PRAY FORSYTHE DIRECTOR 1.00 X 0 0 0 KIRSTEN RIEMER DIRECTOR 1.00 X 0 0 0 JULIA SIMMONS DIRECTOR 1.00 X 0 0 0 EMILY WOLOWITZ DIRECTOR 1.00 X 0 0 0 DAVID RABIN CEO 40.00 X 201831 0 12110 JEREMY NAPPI VP OF FUND DEV. & OPERATIONS 40.00 X 120575 0 7235 ROBERT MOORE VICE PRESIDENT OF COMMUNITY IMPACT 40.00 X 100704 0 4028 423110 0 23373 3 0 1 0 FAMILY CENTERS INC 40 ARCH STREET GREENWICH CT 06830 EARLY CHILDHOOD ACHIEVEMENT GAP SOLUTION 244993 1 51914 759440 9105 1672603 110136 2493062 142644 142644 1040242 1020592 19650 19650 19650 225725 759440 301051 -75326 -75326 2580030 0 0 86968 878236 878236 73060 73060 219160 195052 21916 2192 510121 337125 96936 76060 21421 13550 4309 3562 47582 34590 7806 5186 68725 50239 10873 7613 106130 88742 17388 20260 20260 234566 227071 6267 1228 54000 45153 8847 83418 35463 6291 41664 20947 8036 10796 2115 114183 88023 11506 14654 2572 2572 19637 19637 992 764 101 127 17707 13650 1784 2273 PROGRAM SUPPLIES 54173 54173 MISC OPERATING EXPENSES 11581 8929 1167 1485 2558471 2020533 353544 184394 249 249 1634883 1670734 241113 153048 18749 11286 12029 5031 2504 6998 2870576 3199784 404637 305448 5172711 5347547 164468 183706 41500 16182 402364 306915 608332 506803 X 4431046 4574321 133333 266423 4564379 4840744 5172711 5347547 X 21559 309810 -55004 X X 0 1 X 1 0 X 2703112 2728535 1888325 2693794 2493062 12506828 2703112 2728535 1888325 2693794 2493062 12506828 8880 12497948 86912 84211 118108 117293 142644 549168 13055996 0.95730 0.95710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3648024 432435 96162 3984297 3530976 311436 194388 3648024 4093612 -452799 109837 3530976 3494001 689676 90065 4093612 3464049 116381 86429 3494001 1.00000 0.00000 0.00000 0 0 12029 5031 6998 6998 OPERATING LEASE RIGHT OF USE ASSET 297531 SECURITY DEPOSITS 7917 305448 OPERATING LEASE LIABILITY 306915 306915 X 2814576 309810 309810 2504766 20260 55004 75264 2580030 2538211 0 2538211 20260 20260 2558471 PART V, LINE 4: THE INTENDED USES OF THESE INVESTMENTS AND FUNDS ARE TO MEET EXPENSES OF THE ORGANIZATION'S OCCUPANCY THROUGH A SET ANNUAL PERCENTAGE WITHDRAWAL, CONTINGENCIES, AND TO ENSURE FUNDING FOR SPECIFIC PROGRAMS AND INITIATIVES, SUCH AS EARLY CHILDHOOD ACHIEVEMENT GAP SOLUTIONS. PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE EFFECT OF TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO TAX EXAMINATIONS BY APPLICABLE TAXING JURSIDICTIONS FOR YEARS PRIOR TO JUNE 30, 2021. PART XI, LINE 4B - OTHER ADJUSTMENTS: INCREASE IN PROVISION FOR UNCOLLECTIBLE PROMISES 55,004. BENEFIT GALA 653990 485990 168000 0 110800 6000 8888 55442 SOLE SISTERS LUNCHEON 232567 217167 15400 0 23764 1298 5100 29521 2 98608 56283 42325 4572 52918 0 0 2748 985165 759440 225725 4572 187482 7298 13988 87711 301051 -75326 SCHEDULE G, PART II, LINE 11: ALTHOUGH SCHEDULE G PART II REPORTS A -$75,326, IN FY23-24 THE GREENWICH UNITED WAY'S NET EVENT INCOME WAS $684,114. THIS NUMBER CAN BE DERIVED BY TAKING GROSS RECEIPTS (WHICH INCLUDES TICKET SALES AND DONATIONS) AND SUBTRACTING THE DIRECT EXPENSES. 1 ABILIS INC 50 GLENVILLE STREET GREENWICH CT 06831 066009327 501(C)(3) 60000 0 SUPPORT FOR PEOPLE WITH SPECIAL NEEDS BOYS AND GIRLS CLUB OF GREENWICH 4 HORSENECK LANE GREENWICH CT 06830 060646655 501(C)(3) 25000 0 YOUTH PROGRAMS BOYS SCOUTS 63 MASON STREET GREENWICH CT 06830 060646654 501(C)(3) 11725 0 YOUTH AND FAMILY PROGRAMS BUILDING ONE COMMUNITY 75 SELLECK STREET STAMFORD CT 06902 275024317 501(C)(3) 35000 0 SUPPORT FOR PEOPLE WITH SPECIAL NEEDS CHILDREN'S DAY SCHOOL 8 RIVERSIDE AVE RIVERSIDE CT 06878 222618520 501(C)(3) 6500 0 YOUTH SERVICES AND CHILDCARE COFFEE FOR GOOD 48 MAPLE AVENUE GREENWICH CT 06830 834441264 501(C)(3) 26000 0 TRAINING AND JOB PROGRAM FOR PEOPLE WITH DISABILITIES FAMILY CENTERS INC 40 ARCH STREET GREENWICH CT 06830 060646656 501(C)(3) 75000 0 CHILDCARE, HEADSTART AND MENTAL HEALTH SERVICES FILLING IN THE BLANKS INC 346 MAIN AVE SUITE 3A NORWALK CT 06851 464980002 501(C)(3) 10000 0 SUPPORT FOR PEOPLE WITH SPECIAL NEEDS FOOD RESCUE US 1127 HIGH RIDGE ROAD STAMFORD CT 06905 274486556 501(C)(3) 7500 0 COMMUNITY FOOD AND FOOD INSECURITY PROGRAMS GREENWICH ALLIANCE FOR EDUCATION 2001 WEST MAIN STREET STAMFORD CT 06902 204356460 501(C)(3) 55311 0 YOUTH PROGRAMS GREENWICH HOSPITAL 500 WEST PUTNAM AVENUE GREENWICH CT 06830 060646659 501(C)(3) 250000 0 YOUTH MENTAL HEALTH SERVICES JEWISH FAMILY SERVICES OF GREENWICH 1 HOLLY HILL LANE GREENWICH CT 06830 061073590 501(C)(3) 10000 0 SENIOR SERVICES KIDS IN CRISIS INC ONE SALEM STREET COS COB CT 06807 061027885 501(C)(3) 30000 0 YOUTH SHELTER & CRISIS SERVICES LAUREL HOUSE INC 1616 WASHINGTON BOULEVARD STAMFORD CT 06902 222511467 501(C)(3) 15000 0 SERVICES FOR PEOPLE WITH CHRONIC MENTAL ILLNESS LIBERATION PROGRAMS INC 129 GLOVER AVE NORWALK CT 06850 060867006 501(C)(3) 40000 0 SUBSTANCE ABUSE PREVENTION & TREATMENT NEIGHBOR TO NEIGHBOR 248 EAST PUTNAM AVE GREENWICH CT 06830 066071605 501(C)(3) 32500 0 FOOD AND CLOTHING PACIFIC HOUSE SHELTER 137 HENRY STREET STAMFORD CT 06902 061144355 501(C)(3) 5700 0 HOMELESSNESS PROGRAMS, AFFORDABLE HOUSING PATHWAYS INC 175 MILBANK AVENUE GREENWICH CT 06830 061051588 501(C)(3) 10000 0 HOUSING SUPPORT SERVICES AND REHABILITATION FOR PEOPLE WITH PSYCHIATRIC DISABILITIES RIVER HOUSE (GREENWICH ADULT DAY CARE INC) 123 RIVER ROAD EXTENSION COS COB CT 06807 061066787 501(C)(3) 25000 0 ADULT CARE SENIOR SERVICES THE ROWAN CENTER 1111 SUMMER STREET SUITE 202 STAMFORD CT 06905 061037583 501(C)(3) 15000 0 YOUTH SERVICES AND CHILDCARE YMCA OF GREENWICH 50 EAST PUTNAM AVENUE GREENWICH CT 06830 060646976 501(C)(3) 60000 0 YOUTH SERVICES AND CHILDCARE YWCA OF GREENWICH 259 EAST PUTNAM AVENUE GREENWICH CT 06830 060646992 501(C)(3) 50000 0 YOUTH SERVICES AND CHILDCARE 21 0 EARLY EDUCATION SCHOLARSHIPS 65 73060 PART I, LINE 2: GRANTS TO ENTITIES: PROGRAM FUNDING IS RECOMMENDED BY LOCAL VOLUNTEERS WHO REVIEW INFORMATION ON THE COMMUNITY'S MOST PRESSING NEEDS, VISIT PROGRAM SITES, EXAMINE FUNDING APPLICATIONS AND FINANCIAL DOCUMENTATION. FUNDING RECOMMENDATIONS ARE ULTIMATELY DECIDED BY THE ORGANIZATION'S GRANTS COMMITTEE. THESE RECOMMENDATIONS ARE THEN APPROVED BY THE GREENWICH UNITED WAY BOARD OF DIRECTORS. EACH YEAR, AS PART OF OUR COMMUNITY INVESTMENT PROCESS, THE RECIPIENTS MUST LET US KNOW THE RESULTS OF THE PRIOR YEAR FUNDING THROUGH BOTH AN INTERIM (DUE 6 MONTHS AFTER INITIAL FUNDING) AND FINAL REPORT (DUE ONE YEAR AFTER FUNDING). EACH RECIPIENT MUST PROVIDE A FINANCIAL REPORT WITH THE RESULTS OF FUNDS RECEIVED. SCHOLARSHIPS: THE GUW SCHOLARSHIP PROGRAM WAS CREATED TO ASSIST FAMILIES IN FINANCIAL NEED BY PROVIDING THEIR CHILDREN WITH A QUALITY INFANT/TODDLER OR PRE-SCHOOL EXPERIENCE PRIOR TO ENTERING KINDERGARTEN. TO QUALIFY FOR A SCHOLARSHIP: -YOU MUST RESIDE IN GREENWICH, CT (PROOF OF RESIDENCE REQUIRED) -YOU MUST PROVIDE EVIDENCE OF FINANCIAL NEED -YOUR CHILD MUST BE AGE ELIGIBLE -YOUR CHILD MUST ATTEND A PRE-SCHOOL LOCATED IN GREENWICH, CT. TO ENSURE SCHOLARSHIP APPLICANT CONFIDENTIALITY, APPLICATIONS ARE REVIEWED SOLELY BY GUW MANAGEMENT AND DETERMINATIONS ARE TYPICALLY MADE WITHIN 3 WEEKS OF APPLICATION SUBMISSION. THE GUW BOARD OF DIRECTORS ANNUALLY REVIEWS ALL SCHOLARSHIP EXPENSES AND SETS THE BUDGET FOR THE NEXT FISCAL YEAR. SCHOLARSHIPS ARE PAID DIRECTLY TO THE CENTER OR SCHOOL TO BE APPLIED TO THE APPLICANT'S ACCOUNT. X X X X 0 0 0 0 0 0 0 0 0 DAVID RABIN CEO 201831 0 0 0 0 0 12110 0 0 0 213941 0 0 0 X 7 47348 AVG. SELLING PRICE X AUCTION ITEMS 41 62788 COST 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART I, COLUMN (B). FORM 990, PART III, LINE 4A: DURING THE YEAR ENDING JUNE 30, 2024, THE GREENWICH UNITED WAY'S COMMUNITY INVESTMENT PROCESS GRANTED $701,296. THESE GRANTS WERE DISTRIBUTED TO 25 NON-PROFIT ORGANIZATIONS PROVIDING ESSENTIAL SERVICES TO THE GREENWICH COMMUNITY. THE LEVEL OF INVESTMENT IN EACH PROGRAM, WITH THE EXCEPTION OF THOSE FUNDS DIRECTED BY DONORS CALLED DONOR-DESIGNATED FUNDS, IS RECOMMENDED BY LOCAL VOLUNTEERS TO THE GREENWICH UNITED WAY BOARD OF DIRECTORS. THROUGH OUR COMMUNITY INVESTMENT PROCESS THESE VOLUNTEERS REVIEW INFORMATION ON THE COMMUNITY'S MOST PRESSING NEEDS, VISIT PROGRAM SITES, AND EXAMINE FUNDING APPLICATIONS AND FINANCIAL DOCUMENTATION. THE RECOMMENDED FUNDING LEVELS ARE THEN DETERMINED BY THE GRANTS COMMITTEE AND VOTED ON FOR APPROVAL BY THE BOARD OF DIRECTORS. AS A RESULT OF THIS PROCESS, THIS YEAR'S PROGRAM INVESTMENTS WERE DISTRIBUTED AS FOLLOWS: SERVICES THAT STRENGTHEN EARLY CHILDHOOD DEVELOPMENT AND ADDRESS THE ACHIEVEMENT GAP INCLUDE: FULL DAY CHILDCARE, AFTER-SCHOOL CARE, MENTAL HEALTH COUNSELING, PARENTING ASSISTANCE AND SUPPORT, AND OTHER DEVELOPMENTAL PROGRAMS FOR CHILDREN. SERVICES THAT SUPPORT MENTAL HEALTH FOR CHILDREN AND FAMILIES AND THOSE BATTLING SUBSTANCE ABUSE INCLUDE: IMMEDIATE ASSISTANCE FOR PEOPLE (INCLUDING CHILDREN AND TEENS) DEALING WITH VIOLENCE OR ABUSE, MENTAL OR EMOTIONAL CRISIS AS WELL AS DOMESTIC VIOLENCE. SERVICES THAT ASSIST INDIVIDUALS STRIVING FOR SELF-SUFFICIENCY INCLUDE FOOD FOR THE HUNGRY, SHELTER FOR THE HOMELESS, SUPPORT FOR PEOPLE WITH MENTAL, DEVELOPMENTAL OR PHYSICAL CHALLENGES, JOB TRAINING AND SUPPORT, CLASSES IN ADULT LITERACY AND CONVERSATIONAL ENGLISH, FINANCIAL AND HOUSING ASSISTANCE AND COMPREHENSIVE SUPPORT FOR UNDERREPRESENTED POPULATIONS. DONOR-DESIGNATED FUNDS ARE THOSE CONTRIBUTIONS DIRECTED TO SPECIFIC AGENCIES OR PROGRAMS AT THE REQUEST OF THE CONTRIBUTOR. 100% OF THESE DESIGNATED CONTRIBUTIONS ARE DISTRIBUTED BASED ON THE EXPRESSED INSTRUCTIONS OF THE DONOR. FORM 990, PART III, LINE 4B: LAUNCHED IN MAY 2018, THE EARLY CHILDHOOD ACHIEVEMENT GAP SOLUTIONS (ECAGS) PROGRAM IS AIDED BY OUR IMPACT PARTNERS: FAMILY CENTERS, GREENWICH PUBLIC SCHOOLS (GPS), CHILDREN'S DAY SCHOOL AND GRACE DAYCARE & LEARNING CENTER. ECAGS IS A DATA-DRIVEN SOLUTION TO NARROW THE ACHIEVEMENT GAP UTILIZING A TWO-PRONGED APPROACH IN GREENWICH: AN EVIDENCE-BASED HOME VISITATION PROGRAM, GREENWICH PARENTS AS TEACHERS, IN COLLABORATION WITH FAMILY CENTERS, TARGETING LOW-INCOME FAMILIES AND CHILDREN AGES BIRTH TO 3, COUPLED WITH AN ENRICHED PRE-SCHOOL INSTRUCTIONAL COACHING PROGRAM, AT GPS PRE-SCHOOL LOCATIONS, GRACE DAYCARE & LEARNING CENTER, AND CHILDREN'S DAY SCHOOL, SERVING A LARGE PERCENTAGE OF LOW-INCOME CHILDREN, AGES 3-5. DATA SHOWS CHILDREN IN GPS, FROM LOW-INCOME FAMILIES AND THOSE IN WHICH ENGLISH IS A SECOND LANGUAGE PERFORM SIGNIFICANTLY LOWER THAN THEIR PEERS ON STANDARDIZED READING AND MATH TESTS. RESEARCH SHOWS THAT A COMBINATION OF A HIGH-QUALITY HOME VISITATION PROGRAM COUPLED WITH AN ENHANCED PRE-SCHOOL PROGRAM CAN NARROW THE ACHIEVEMENT GAP. TO TRACK THE RESULTS OF THIS PROGRAM, THE GREENWICH UNITED WAY HAS ENTERED INTO AN AGREEMENT WITH GPS TO SHARE DATA AND RESOURCES TO ENSURE PROGRAM SUCCESS. AS WE HAVE BEEN DOING SINCE 1933, THE GREENWICH UNITED WAY HAS IDENTIFIED A NEED AND ASSEMBLED THE BEST QUALIFIED COMMUNITY PARTNERS TO ADDRESS THIS NEED: IN THIS CASE, NARROWING THE ACHIEVEMENT GAP IN THE COMMUNITY. SINCE PROGRAM INCEPTION, ECAGS STUDENTS HAVE AN AVERAGE KINDERGARTEN ENTRANCE INVENTORY ASSESSMENT SCORE THAT IS HIGHER THAN THEIR NON-ECAGS PEERS IN THE HIGH NEEDS AND FREE & REDUCED LUNCH QUALIFYING COHORTS. ECAGS STUDENTS SCORE EVENLY WITH THEIR NON-ECAGS PEERS WHEN ENTERING GPS. THE TOTAL EXPENSES RELATED TO ECAGS WERE $496,294. FORM 990, PART III, LINE 4C: THE GREENWICH UNITED WAY PLAYS A LEADERSHIP ROLE IN THE IDENTIFICATION AND DOCUMENTATION OF CRITICAL HUMAN SERVICES NEEDS WITHIN THE COMMUNITY. GREENWICH UNITED WAY REPORTS AND DOCUMENTS ARE SHARED WITH MUNICIPAL AGENCIES, OTHER FUNDERS, SERVICE PROVIDERS AND OTHER COMMUNITY ORGANIZATIONS. WHEN A COORDINATED COMMUNITY RESPONSE IS REQUIRED, THE GREENWICH UNITED WAY BRINGS OTHERS TO THE TABLE TO DEVELOP A PLAN, DETERMINE MEANINGFUL GOALS AND INITIATE ACTION. THE COMMUNITY PLANNING PROCESS INCLUDES THE GATHERING AND SHARING OF INFORMATION, CONVENING KEY PLAYERS, LEGISLATIVE ADVOCACY, STUDYING SPECIFIC ISSUES AND DISSEMINATING PUBLISHED REPORTS, ETC. AN AREA OF EMPHASIS OVER THE PAST YEAR HAS BEEN TO ADDRESS THE ISSUES IDENTIFIED AS PRIORITIES IN THE GREENWICH UNITED WAY'S LATEST ASSESSMENT OF HUMAN SERVICES NEEDS AND STATE OF GREENWICH STATISTICAL PORTRAIT. THIS REPORT, THE ONLY COMPREHENSIVE DOCUMENTATION OF NEEDS IN THE COMMUNITY, IS USED BY PUBLIC AND PRIVATE ORGANIZATIONS, FUNDERS, AND OTHERS WHO SEEK TO PLAY A MEANINGFUL ROLE IN ADDRESSING LOCAL NEEDS. FOR THE GREENWICH UNITED WAY, IT CREATES A ROADMAP FOR THE DISTRIBUTION OF FUNDS, USE OF VOLUNTEER AND STAFF RESOURCES, PUBLIC POLICY ADVOCACY, AND THE CREATION OF NEW INITIATIVES THAT ADDRESS DOCUMENTED SERVICE GAPS. THE LAST FULL REPORT WAS COMPLETED, PUBLISHED, AND RELEASED TO THE COMMUNITY IN FEBRUARY 2021. AGENCY RELATIONS AND COORDINATION OF SERVICES INCLUDE WORKING WITH AND CONVENING LOCAL AND REGIONAL SERVICE PROVIDERS IN EFFORTS TO ENHANCE COLLABORATION, STRENGTHEN AND SUPPORT INDIVIDUAL ORGANIZATIONS, AS WELL AS THE WHOLE SYSTEM OF SERVICES. THE GREENWICH UNITED WAY ALSO REGULARLY PROVIDES GUIDANCE AND ASSISTANCE TO INDIVIDUAL AGENCIES, THEIR STAFFS, AND BOARD MEMBERS, ON ISSUES REGARDING STRATEGIC PLANNING, GOVERNANCE, MANAGEMENT, ETC. THE TOTAL EXPENSES RELATED TO COMMUNITY PLANNING, AGENCY RELATIONS, SERVICE COORDINATION WERE $462,904 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS COMPLETED THROUGH A JOINT EFFORT BETWEEN MANAGEMENT AND THE ORGANIZATION'S INDEPENDENT AUDITING FIRM. UPON ITS COMPLETION, IT IS SHARED WITH THE AUDIT COMMITTEE WHO ASK QUESTIONS AND MAKE SUGGESTED IMPROVEMENTS. AFTER THE RETURN IS APPROVED BY THE AUDIT COMMITTEE, IT IS SHARED WITH THE ENTIRE GOVERNING BOARD OF DIRECTORS. THE BOARD OF DIRECTORS THEN VOTES TO APPROVE THE 990 PRIOR TO BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL BOARD MEMBERS AND STAFF MUST REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS. THE ORGANIZATION'S MANAGEMENT IS CHARGED WITH REVIEWING THESE STATEMENTS AND ENSURING COMPLIANCE WITH THE POLICY. ANY CONFLICT WILL BE REPORTED TO THE BOARD CHAIR AND THE EXECUTIVE COMMITTEE. ADDITIONALLY, BOARD MEMBERS AND STAFF WILL DISCLOSE TO THE BOARD ANY KNOWN OR POTENTIAL CONFLICTS OF INTEREST AS THEY ARISE AND ANY INTERESTED BOARD MEMBER WILL ABSTAIN FROM VOTING ON THE MATTER WITH THE MINUTES OF THE MEETING REFLECTING THE REASON FOR THE ABSTENTION. IF NECESSARY, THE BOARD MAY REQUEST THAT THE INTERESTED PERSON LEAVE THE MEETING AND OTHERWISE REFRAIN FROM PARTICIPATION IN THE DISCUSSION. FORM 990, PART VI, SECTION B, LINE 15A THE GREENWICH UNITED WAY HAS A PROCESS IN PLACE FOR EVALUATING THE PERFORMANCE AND COMPENSATION PACKAGE OF ITS CHIEF EXECUTIVE OFFICER WHICH INCLUDES: 1. THE EXECUTIVE COMMITTEE HAS THE PRIMARY RESPONSIBILITY FOR EVALUATING THE PERFORMANCE OF THE CEO. THIS RESPONSIBILITY IS GENERALLY DELEGATED TO THE CHAIR OF THE BOARD AND THE EXECUTIVE COMMITTEE. 2. THE EXECUTIVE COMMITTEE AND THE CEO AGREE ON THE FORMAT OF THE CEO EVALUATION. THE DIGITAL EVALUATION IS DISTRIBUTED TO ALL BOARD MEMBERS FOR INPUT AND COLLECTED BY THE BOARD CHAIR. 3. CONCURRENT WITH THE BOARD MEMBERS COMPLETING THEIR DIGITAL EVALUATION FORMS, THE CEO COMPLETES A SELF-EVALUATION REVIEWING HIS OWN THOUGHTS ABOUT THE PROGRESS ACHIEVED ON MEETING GOALS AND OBJECTIVES THAT WERE SET THE PREVIOUS YEAR AND PROVIDING AN OVERALL REVIEW OF THE ORGANIZATION'S ACTIVITIES, SUCCESSES, AND CHALLENGES. 4. WORKING WITH THE EXECUTIVE COMMITTEE, THE BOARD CHAIR COLLECTS ALL FORMS AND TABULATES/SYNTHESIZES COMMENTS INTO ONE DOCUMENT, INCLUDING ANY DATA RECEIVED FROM OTHER BOARD MEMBERS. THIS INCLUDES THE CEO'S SELF-EVALUATION. THE EXECUTIVE COMMITTEE MEETS TO DISCUSS AND FINALIZE PERFORMANCE EVALUATION. A COMPENSATION REVIEW IS CONDUCTED BY THE CHAIR OF THE BOARD AND THE EXECUTIVE COMMITTEE WHO REVIEW THE CURRENT LEVEL OF COMPENSATION AND GATHER REPRESENTATIVE SAMPLES OF COMPENSATION LEVELS AND OTHER BENEFITS PROVIDED BY SIMILAR ORGANIZATIONS THROUGHOUT THE REGION. A COMPENSATION RECOMMENDATION IS THEN DISCUSSED AMONG THE EXECUTIVE COMMITTEE MEMBERS. THEY ALSO CONSULT WITH THE CHAIR OF THE FINANCE COMMITTEE, AS NECESSARY, TO REVIEW ANY IMPLICATIONS OF THE COMPENSATION RECOMMENDATION ON THE OVERALL ORGANIZATION BUDGET. UPON COMPLETION OF THE REVIEW PROCESS, A FORMAL EVALUATION AND COMPENSATION SUMMARY IS PREPARED AND APPROVED. 5. THE CHAIR OF THE BOARD AND OTHER MEMBERS OF THE EXECUTIVE COMMITTEE MEET WITH THE CEO TO PROVIDE FEEDBACK ON THE PERFORMANCE EVALUATION, DELIVER COMPENSATION RECOMMENDATION AND COLLABORATE ON GOAL SETTING FOR NEXT YEAR. 6. THE FINAL VERSION OF THE CEO GOALS FOR NEXT YEAR IS DISTRIBUTED TO EXECUTIVE COMMITTEE, AND THEN THEY ARE INCORPORATED INTO NEXT YEAR'S EVALUATION FORM. THE OVERALL RESULTS OF THE PERFORMANCE EVALUATION PROCESS ARE SHARED WITH THE FULL BOARD, AND MEMBERS ARE ENCOURAGED TO SPEAK DIRECTLY WITH THE CHAIR IF THEY WISH ADDITIONAL DETAILS. FORM 990, PART VI, SECTION C, LINE 19 THE GREENWICH UNITED WAY MAKES ITS FORM 990, FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CODE OF ETHICS/CONFLICT OF INTEREST POLICY AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AND HAS THESE DOCUMENTS POSTED ON ITS WEBSITE. FORM 990, PART XI, LINE 9: LOSS ON UNCOLLECTIBLE PLEDGE -55,004. FORM 990, PART XII, LINE 2C: THE GREENWICH UNITED WAY HAS AN AUDIT COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.