2025-10-27T09:17:09-05:00 2025-06-30 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990 2024-07-01 420861239 UNITED WAY OF EAST CENTRAL IOWA UNIT 3193985372 317 7TH AVE SE 401 CEDAR RAPIDS IA 524011604 KRISTIN ROBERTS PRESIDENT/CEO 3193985372 2025-10-23 1 0 BRIAN ARONSON P01425251 3192346885 2025-10-23 2024 2025-03-06 01:10:19Z KRISTIN ROBERTS 317 7TH AVE SE 401 CEDAR RAPIDS IA 524011604 6966575 0 X WWW.UWECI.ORG X 1962 IA UNITE THE CARING POWER OF COMMUNITIES TO INVEST IN EFFECTIVE SOLUTIONS TO IMPROVE LIVES. 36 35 33 211 0 0 6001885 5381742 408979 417439 417601 505498 -12393 21515 6816072 6326194 3645786 3555310 0 0 1409395 1427441 0 0 550887 1529929 1443026 6585110 6425777 230962 -99583 19151102 19162350 3749378 3664776 15401724 15497574 UNITE THE CARING POWER OF COMMUNITIES TO INVEST IN EFFECTIVE SOLUTIONS TO IMPROVE PEOPLE'S LIVES. 0 0 3072902 3072902 0 UNITED WAY OF EAST CENTRAL IOWA (UWECI) HELPS TO FUND NONPROFIT PROGRAMS IN THEIR FIVE-COUNTY AREA THAT SUPPORT THEIR STRATEGIC FOCUS AREAS OF BUILDING ECONOMIC MOBILITY, FOSTERING CHILDHOOD SUCCESS, IMPROVING ACCESS TO HEALTHCARE AND SUPPORTING SAFETY NET SERVICES. INVESTMENTS IN THESE NONPROFIT PARTNERS ARE DETERMINED ON A THREE-YEAR CYCLE BY THE ORGANIZATION'S SOLUTIONS TEAMS AND ACCOUNTABILITY REVIEW TEAM, WHICH ARE MADE UP OF COMMUNITY-BASED VOLUNTEERS. 1277028 482408 103562 UWECI IS FOCUSED ON CONNECTING WITH THE COMMUNITY TO GET INVOLVED VIA UNITED WAY THROUGH VOLUNTEERING, INVESTING AND ADVOCATING EFFORTS THAT ALIGN WITH THEIR UNITE TO INSPIRE STRATEGIC FOCUS AREAS. THEIR IMPACT IN THE COMMUNITY INCLUDES CONNECTING VOLUNTEERS IN RURAL AREAS THROUGH THEIR VOLUNTEER CENTERS THROUGHOUT THEIR FIVE-COUNTY AREA, THE VITA (VOLUNTEER INCOME TAX ASSISTANCE) PROGRAM WHICH PROVIDES FREE TAX PREPARATION TO QUALIFIED INDIVIDUALS UTILIZING COMMUNITY VOLUNTEERS, AS WELL AS ADVOCACY WORK THROUGH THEIR CIVIC CIRCLE AND WOMEN UNITED LEADERSHIP SOCIETY AS WELL AS MANY OTHER INITIATIVES. 846121 0 313877 THE HUMAN SERVICES CAMPUS, A DISREGARDED ENTITY OF UWECI, OWNS AND OPERATES A FACILITY HOME TO SEVERAL LOCAL NONPROFIT AGENCIES FOCUSED ON PROVIDING HEALTH AND HUMAN SERVICES. NONPROFIT AGENCIES HOUSED IN THIS 65,000-SQUARE-FOOT BUILDING SERVE THOUSANDS OF CLIENTS MAKING A DAILY IMPACT WITHIN OUR FIVE-COUNTY REGION OF LINN, BENTON, CEDAR, IOWA AND JONES COUNTIES THAT IS WELL BEYOND THE REACH OF JUST CEDAR RAPIDS. THE FACILITY'S CONFERENCE AND TRAINING ROOMS ARE AVAILABLE FOR COMMUNITY USE, AND THE LOCATION IS CONVENIENTLY ACCESSIBLE BY CAR, BICYCLE, ON FOOT, OR VIA PUBLIC TRANSPORTATION. THE GOAL OF THIS SHARED FACILITY IS TO PROVIDE LOW-COST LEASES TO NONPROFIT AGENCIES SO THAT MORE RESOURCES CAN BE SPENT ON SERVICE DELIVERY TO CLIENT. THIS IS ACHIEVED BY RENTING OUT SPACE TO THESE AGENCIES AT 50% OF THE MARKET RENTAL RATE. 5196051 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 12 0 1 33 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 36 35 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X KRISTEN ROBERTS 3193985372 317 7TH AVENUE SE 401 CEDAR RAPIDS IA 52401 KRISTIN ROBERTS PRESIDENT/CEO 50.00 X X 152495 0 27638 DAVE SCHRECK CHAIR 1.00 X X 0 0 0 MELISSA WINTER VICE CHAIR 1.00 X X 0 0 0 DEB GERTSEN TREASURER 1.00 X X 0 0 0 NICK NIELSEN SECRETARY 1.00 X X 0 0 0 CRISTIANE ABOUASSALY DIRECTOR 1.00 X 0 0 0 MOLLY ALTORFER DIRECTOR 1.00 X 0 0 0 LUKE BISHOP DIRECTOR 1.00 X 0 0 0 ERIC BRIESEMEISTER DIRECTOR 1.00 X 0 0 0 ZACH BOHANNON DIRECTOR 1.00 X 0 0 0 KIM BORMANN DIRECTOR 1.00 X 0 0 0 RAY BROWN DIRECTOR 1.00 X 0 0 0 TIFFANI CONREY DIRECTOR 1.00 X 0 0 0 ANGIE CORCORAN DIRECTOR 1.00 X 0 0 0 ANDRE DAWSON DIRECTOR 1.00 X 0 0 0 ETHAN DOMKE DIRECTOR 1.00 X 0 0 0 MAYURI FARLINGER DIRECTOR 1.00 X 0 0 0 TERI GIBSON DIRECTOR 1.00 X 0 0 0 TAWANA GROVER DIRECTOR 1.00 X 0 0 0 DAVID HAYES DIRECTOR 1.00 X 0 0 0 NANCY HILL-DAVIS END NOV DIRECTOR 1.00 X 0 0 0 JESSICA HORANEY DIRECTOR 1.00 X 0 0 0 PATRICK JACKSON DIRECTOR 1.00 X 0 0 0 DON JOHNSON DIRECTOR 1.00 X 0 0 0 LAURA KUYKENDALL DIRECTOR 1.00 X 0 0 0 STEPHANIE LEUCK DIRECTOR 1.00 X 0 0 0 THERESA LEWIS DIRECTOR 1.00 X 0 0 0 KELLEY MARCHBANKS DIRECTOR 1.00 X 0 0 0 ERIC MARTIN DIRECTOR 1.00 X 0 0 0 AARON MAUE DIRECTOR 1.00 X 0 0 0 BRENT MOHASCI DIRECTOR 1.00 X 0 0 0 MELISSA PAYNE DIRECTOR 1.00 X 0 0 0 WHITNEY PINO DIRECTOR 1.00 X 0 0 0 DAN PULIS DIRECTOR 1.00 X 0 0 0 DIANA RODRIGUEZ DIRECTOR 1.00 X 0 0 0 CHRISTINE VORHIES DIRECTOR 1.00 X 0 0 0 GREG DEWOLF START JAN DIRECTOR 1.00 X 0 0 0 SARAH PETERS CFO/VP FIN/ADM 50.00 X 105526 0 8328 258021 0 35966 2 0 1 0 0 28004 150069 5203669 223337 5381742 RENTAL INCOME 531120 313877 313877 DONOR DESIGNATION FEES 900099 103562 103562 417439 486690 486690 645777 626969 18808 18808 18808 34927 28004 13412 21515 21515 6326194 417439 0 527013 3555310 3555310 309544 64820 156837 87887 912060 391715 261520 258825 44876 29238 15638 73870 40378 21493 11999 87091 31965 30873 24253 1242 1242 37000 6450 30550 194697 127362 55886 11449 17862 2029 10809 5024 81394 31874 27929 21591 65405 28115 21066 16224 310312 306726 2619 967 51715 45152 2884 3679 8412 4097 2434 1881 62296 21964 22722 17610 333903 331908 1241 754 9351 3740 2712 2899 MAINTENANCE 153200 132645 14017 6538 SPECIAL PROJECT 70562 24573 10240 35749 45675 15990 1765 27920 6425777 5196051 678839 550887 200 200 4351847 4389104 1096674 1046136 402603 323335 48993 40406 14530210 5147602 9705355 9382608 3184815 3435958 332439 535388 28176 9215 19151102 19162350 294148 247484 3425873 3407775 29357 9517 3749378 3664776 X 13233882 13096919 2167842 2400655 15401724 15497574 19151102 19162350 X -99583 162783 32650 X 0 1 X 1 0 X 8083290 6411172 5687658 6001885 5381742 31565747 8083290 6411172 5687658 6001885 5381742 31565747 3834446 27731301 153502 221688 373708 452652 486690 1688240 33253987 2072149 0.83390 0.87630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3517254 184802 283793 14503 3971346 2980495 551857 15098 3517254 2804397 191428 15330 2980495 3275266 142349 -597356 15862 2804397 2057007 736463 497047 15251 3275266 0.52900 0.13310 0.33790 1 0 1555609 1555609 12318796 4580065 7738731 655805 567537 88268 9382608 LEASE LIABILITY 9517 9517 6121155 162783 68524 32650 263957 5857198 468996 468996 6326194 6025305 68524 13412 81936 5943369 482408 482408 6425777 PART V, LINE 4: THE ENDOWMENTS OF THE ORGANIZATION CONSIST OF VARIOUS FUNDS ESTABLISHED TO SUPPORT THE GENERAL OPERATING NEEDS OF THE ORGANIZATION. ITS ENDOWMENTS CONSIST OF BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. NET ASSETS WITH DONOR RESTRICTIONS CONSISTS OF $528,650 OF ENDOWMENTS WHICH MUST BE INVESTED IN PERPETUITY, THE INCOME FROM WHICH IS EXPENDABLE TO SUPPORT THE OPERATIONS OF THE ORGANIZATION. IN ADDITION, THE COMMUNITY FOUNDATION HOLDS $4,157,159 OF DESIGNATED FUNDS OF WHICH ONLY INCOME IS AVAILABLE TO THE ORGANIZATION AT THE DISCRETION OF THE FOUNDATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 32,650. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -13,412. DONOR OPTION ALLOCATIONS 482,408. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 13,412. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR OPTION ALLOCATIONS 482,408. POWER OF THE PURSE 62931 28004 34927 6855 6557 62931 28004 34927 6855 6557 13412 21515 1 AMERICAN CANCER SOCIETY MIDWEST DIVISION PO BOX 715 DES MOINES IA 50303 420680353 501(C)(3) 10236 0 DONOR DESIGNATION SUPPORT AREA SUBSTANCE ABUSE COUNCIL 3601 16TH AVE SW CEDAR RAPIDS IA 52404 421114396 501(C)(3) 215531 0 PROGRAM SUPPORT, DONOR DESIGNATION SUPPORT BIG BROTHERS BIG SISTERS OF CEDAR RAPIDS AND EAST CENTRAL IOWA 3150 E AVE NW STE 103 CEDAR RAPIDS IA 52405 421170475 501(C)(3) 32954 0 PROGRAM SUPPORT, DONOR DESIGNATION SUPPORT BOYS & GIRLS CLUB OF THE CORRIDOR 420 6TH ST SE STE 240 CEDAR RAPIDS IA 52401 421434056 501(C)(3) 61052 0 PROGRAM SUPPORT, DONOR DESIGNATION SUPPORT CATHERINE MCAULEY CENTER 1220 5TH AVE SE CEDAR RAPIDS IA 52403 421342872 501(C)(3) 90821 0 PROGRAM SUPPORT, DONOR DESIGNATION SUPPORT CATHOLIC CHARITIES OF THE ARCHDIOCESE OF DUBUQUE 420 6TH ST SE STE 220 CEDAR RAPIDS IA 52401 420680493 501(C)(3) 22701 0 PROGRAM SUPPORT, DONOR DESIGNATION SUPPORT CEDAR RAPIDS PUBLIC LIBRARY FOUNDATION 450 5TH AVE SE CEDAR RAPIDS IA 52401 237292786 501(C)(3) 6570 0 DONOR DESIGNATION SUPPORT COMMUNITY HEALTH FREE CLINIC 947 14TH AVENUE SE CEDAR RAPIDS IA 52403 134228071 501(C)(3) 62437 0 PROGRAM SUPPORT, DONOR DESIGNATION SUPPORT EASTERN IOWA HEALTH CENTER PO BOX 2205 CEDAR RAPIDS IA 52406 202405575 501(C)(3) 91256 0 PROGRAM SUPPORT, DONOR DESIGNATION SUPPORT FEED IOWA FIRST PO BOX 1190 CEDAR RAPIDS IA 52406 454058376 501(C)(3) 40952 0 PROGRAM SUPPORT, DONOR DESIGNATION SUPPORT FOUNDATION 2 305 2ND AVE SE CEDAR RAPIDS IA 52401 421078444 501(C)(3) 204099 0 PROGRAM SUPPORT, DONOR DESIGNATION SUPPORT FOUR OAKS - AFFORDABLE HOUSING NETWORK INC 5400 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 420998726 501(C)(3) 249921 0 PROGRAM SUPPORT, DONOR DESIGNATION SUPPORT GOODWILL INDUSTRIES OF THE HEARTLAND 8200 6TH STREET SW CEDAR RAPIDS IA 52404 420923563 501(C)(3) 30181 0 PROGRAM SUPPORT HAWKEYE AREA COMMUNITY ACTION PROGRAM INC PO BOX 490 HIAWATHA IA 522330490 420898405 501(C)(3) 225929 0 PROGRAM SUPPORT, DONOR DESIGNATION SUPPORT HIS HANDS MINISTRIES PO BOX 339 CEDAR RAPIDS IA 52406 391878606 501(C)(3) 6003 0 DONOR DESIGNATION SUPPORT HOPE COMMUNITY DEVELOPMENT ASSOCIATION INC PO BOX 667 CEDAR RAPIDS IA 52406 421135083 501(C)(3) 39074 0 PROGRAM SUPPORT HORIZONS A FAMILY SERVICE ALLIANCE PO BOX 667 CEDAR RAPIDS IA 52406 421135083 501(C)(3) 176187 0 PROGRAM SUPPORT, DONOR DESIGNATION SUPPORT IOWA LEGAL AID 317 7TH AVE SE STE 404 CEDAR RAPIDS IA 52401 421079227 501(C)(3) 105059 0 PROGRAM SUPPORT, DONOR DESIGNATION SUPPORT KIDS FIRST LAW CENTER 420 6TH ST SE STE 160 CEDAR RAPIDS IA 52401 202199649 501(C)(3) 69992 0 PROGRAM SUPPORT, DONOR DESIGNATION SUPPORT MATTHEW 25 MINISTRY HUB - CEDAR RAPIDS 201 3RD AVE SW CEDAR RAPIDS IA 52404 260467321 501(C)(3) 107178 0 PROGRAM SUPPORT, DONOR DESIGNATION SUPPORT MILE HIGH UNITED WAY INC PO BOX 5547 DENVER CO 802179425 840404235 501(C)(3) 5952 0 DONOR DESIGNATION SUPPORT RURAL EMPLOYMENT ALTERNATIVE PO BOX 24 CONROY IA 52220 421150011 501(C)(3) 17280 0 PROGRAM SUPPORT SOUTHEAST LINN COMMUNITY CENTER PO BOX 511 LISBON IA 52253 431406317 501(C)(3) 7215 0 PROGRAM SUPPORT, DONOR DESIGNATION SUPPORT ST LUKE'S HEALTH CARE FOUNDATION 810 1ST AVE NE 2ND FLOOR CEDAR RAPIDS IA 52402 421106819 501(C)(3) 277488 0 PROGRAM SUPPORT, DONOR DESIGNATION SUPPORT ST PAULS UNITED METHODIST CHURCH 1340 - 3RD AVENUE SE CEDAR RAPIDS IA 52403 420680303 501(C)(3) 10000 0 DONOR DESIGNATION SUPPORT TANAGER PLACE 2309 C ST SW CEDAR RAPIDS IA 52404 420688079 501(C)(3) 12671 0 DONOR DESIGNATION SUPPORT THE ARC OF EAST CENTRAL IOWA 680 2ND ST SE STE 200 CEDAR RAPIDS IA 52401 420805377 501(C)(3) 168171 0 PROGRAM SUPPORT, DONOR DESIGNATION SUPPORT TOGETHER WE ACHIEVE 1150 27TH AVE SW CEDAR RAPIDS IA 52404 853107151 501(C)(3) 17143 0 DONOR DESIGNATION SUPPORT UNITED WAY OF CENTRAL IOWA 1111 NINTH ST STE 100 DES MOINES IA 50314 420680425 501(C)(3) 178833 0 PROGRAM SUPPORT, DONOR DESIGNATION SUPPORT UNITED WAY OF METROPOLITAN CHICAGO PO BOX 294 MT PROSPECT IL 60056 300200478 501(C)(3) 5833 0 DONOR DESIGNATION SUPPORT VERITAS CHURCH 509 3RD ST SE CEDAR RAPIDS IA 52401 473996760 501(C)(3) 7134 0 DONOR DESIGNATION SUPPORT VOLUNTEER SERVICES OF CEDAR COUNTY PO BOX 307 TIPTON IA 52772 421341650 501(C)(3) 7020 0 PROGRAM SUPPORT WAYPOINT SERVICES FOR WOMEN CHILDREN & FAMILIES 318 5TH ST SE CEDAR RAPIDS IA 52401 420680307 501(C)(3) 303217 0 PROGRAM SUPPORT, DONOR DESIGNATION SUPPORT WILLIS DADY EMERGENCY SHELTER INC 1247 4TH AVE SE CEDAR RAPIDS IA 52403 421311668 501(C)(3) 107351 0 PROGRAM SUPPORT, DONOR DESIGNATION SUPPORT YOUNG PARENTS NETWORK INCORPORATED 420 6TH ST SE STE 260 CEDAR RAPIDS IA 52401 421355480 501(C)(3) 122784 0 PROGRAM SUPPORT, DONOR DESIGNATION SUPPORT YOUTHPORT 2309 C ST SW CEDAR RAPIDS IA 52404 420688079 501(C)(3) 70560 0 PROGRAM SUPPORT ZACH JOHNSON FOUNDATION PO BOX 2336 CEDAR RAPIDS IA 52406 272683100 501(C)(3) 61310 0 PROGRAM SUPPORT, DONOR DESIGNATION SUPPORT 41 PART I, LINE 2: PROGRAM FUNDING: PARTNER AGENCIES ARE REQUIRED TO SUBMIT WRITTEN MID-YEAR AND END-OF-YEAR REPORTS WHERE THEY DESCRIBE THEIR PROGRESS TOWARDS THE OUTCOME GOALS THEY COMMITTED TO UPON RECEIPT OF FUNDING. AGENCIES REPORT NUMBER SERVED, ACTIVITIES AND OUTCOMES FOR THE TARGET POPULATION (I.E., NUMBER WHO EXPERIENCED A MEASURED CHANGE IN CONDITION DURING THE FUNDING PERIOD.) AGENCIES ALSO SUBMIT FINANCIAL STATEMENTS AND IRS FORM 990 DOCUMENTS THAT ARE REVIEWED BY VOLUNTEER TEAMS DURING EACH FUNDED PERIOD. DONOR DESIGNATIONS SUPPORT: REPRESENTS CONTRIBUTIONS FROM INDIVIDUAL DONORS THAT ARE DIRECTED TO 501(C)(3) ORGANIZATIONS. TAX DETERMINATION LETTERS AND ANTI-TERRORISM COMPLIANCE (PATRIOT ACT) FORMS ARE REQUIRED FOR ALL AGENCIES BEFORE PAYOUT IS ISSUED. IRS WATCH LIST WEBSITES ARE REVIEWED TO VERIFY AGENCY IS NOT INVOLVED IN OR SUPPORTIVE OF TERRORIST ACTIVITY. X X X 0 0 0 0 0 0 0 0 0 KRISTIN ROBERTS PRESIDENT/CEO 152495 0 0 0 0 0 12417 0 15839 0 180751 0 0 0 X 1 184802 FMV X PROGRAM PRIZES 160 38535 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE CFO/VP OF FINANCE & ADMINISTRATION WILL DIRECT THE COMPLETION OF THE FORM 990 AND WILL BE RESPONSIBLE FOR ENSURING THAT THE RETURN IS FILED WITHIN THE IRS PRESCRIBED DUE DATE. MEMBERS OF THE UWECI BOARD OF DIRECTORS, WITH ASSISTANCE FROM THE CFO/VP OF FINANCE & ADMINISTRATION AND FINANCE COMMITTEE, ARE STEWARDS OF THE ORGANIZATION'S FINANCIAL RESOURCES AND ARE RESPONSIBLE FOR ENSURING THAT THESE RESOURCES ARE USED TO FURTHER CHARITABLE PURPOSES. IN ADDITION, BOARD AND COMMITTEE MEMBERS SHOULD MAINTAIN PROPER FINANCIAL OVERSIGHT MAKING SURE THAT THE ORGANIZATION'S FUNDS ARE APPROPRIATELY ACCOUNTED FOR BY RECEIVING AND REVIEWING UP TO DATE FINANCIAL INFORMATION INCLUDING THE ANNUAL FORM 990. TO FACILITATE ADEQUATE FINANCIAL OVERSIGHT, A DRAFT VERSION OF THE IRS FORM 990 WILL BE REVIEWED BY THE UWECI FINANCE COMMITTEE. THE PREPARERS OF THE IRS FORM 990 WILL PROVIDE A BRIEF REVIEW AND DISCUSSION OF THE FORM 990 POINTING OUT THE SIGNIFICANT AREAS AND HOW THE NUMBERS RELATED TO THE AUDITED FINANCIAL STATEMENTS. AFTER FINANCE COMMITTEE APPROVAL OF THE DRAFT AND SUBSEQUENT CHANGES, IF NECESSARY, A FINAL COPY OF THE IRS FORM 990 WILL BE REVIEWED BY THE UWECI BOARD OF DIRECTORS PRIOR TO SUBMISSION TO THE IRS. THE FORM 990 WILL BE DISTRIBUTED ELECTRONICALLY TO ALL BOARD MEMBERS AND WILL BE PRESENTED TO THE BOARD OF DIRECTORS ANNUALLY AT THE BOARD MEETING WHICH MOST CLOSELY CORRESPONDS WITH THE COMPLETION OF THE IRS FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED BY THE UWECI BOARD OF DIRECTORS EVERY THREE YEARS. UNITED WAY OF AMERICA (UNITED WAY WORLD WIDE) REQUIRES A CONFLICT OF INTEREST POLICY AS PART OF THE ANNUAL CERTIFICATION PROCESS. IN ADDITION THE IOWA PRINCIPLES AND PRACTICES FOR CHARITABLE NONPROFIT EXCELLENCE RECOMMENDS THIS POLICY FOR GOOD NONPROFIT PRACTICE. IT IS THE POLICY OF UNITED WAY OF EAST CENTRAL IOWA THAT CONFLICTS OF INTEREST SHOULD BE DISCLOSED AND RESOLVED AT THE EARLIEST POSSIBLE TIME. EVERY UNITED WAY BOARD MEMBER, FINANCE OR COMMUNITY BUILDING COMMITTEE MEMBER AND EMPLOYEE IS REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY ANNUALLY. THESE ARE COLLECTED AND FILED BY THE EXECUTIVE ASSISTANT. EACH VOLUNTEER AND EMPLOYEE MUST DESIGNATE CONFLICTS THAT RELATE TO PARTNER AGENCY RELATIONSHIPS, BUSINESS AFFILIATIONS OR NEPOTISM. VOLUNTEERS THAT HAVE A CONFLICT OF INTEST REGARDING A UNITED WAY ALLOCATION OR VENDOR RELATIONSHIP CANNOT SERVE IN A DECISIONS MAKING CAPACITY. THESE INDIVIDUALS MUST RECUSE THEMSELVES FROM ANY VOTING. THESE ACTIONS ARE DOCUMENTED IN THE MINUTES OF THE MEETINGS. IF ANY VOLUNTEEER OR EMPLOYEE HAS A CONCERN ABOUT A POTENTIAL OR ACTUAL CONFLICT OF INTEREST AND HOW IT HAS BEEN RESOLVED, THE INDIVIDUAL IS REQUESTED TO NOTIFY THE PRESIDENT/CEO. THE DISCUSSION AND RESOLUTION OF THIS ISSUE WILL BE ADDRESSED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND A RESPONSE WILL BE DOCUMENTED. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION REVIEW: THE COMPENSATION OF THE PRESIDENT/CEO IS REVIEWED BY THE BOARD CHAIR, PAST BOARD CHAIR, AND BOARD VICE CHAIR. INFORMATION FROM THE ANNUAL UNITED WAY OF AMERICA COMPENSATION SURVEY ALONG WITH INFORMATION FROM THE FORM 990 OF OTHER ORGANIZATIONS IS UTILIZED TO FORM THE BASIS FOR THE CEO'S COMPENSATION. THE COMPENSATION OF THE PRESIDENT/CEO IS A RECOMMENDATION FROM THE BOARD CHAIR, PAST BOARD CHAIR AND BOARD VICE CHAIR AND MUST BE APPROVED BY THE UWECI BOARD OF DIRECTORS. OTHER OFFICER/KEY EMPLOYEE COMPENSATION REVIEW: THE COMPENSATION AND BENEFIT PROGRAMS ARE REVIEWED BY THE HUMAN RESOURCE COMMITTEE OF THE BOARD OF DIRECTORS, SALARY SCHEDULES ARE REVIEWED ANNUALLY WITH DATA FROM THE NONPROFIT SALARY SURVEY FROM MRA AND THE NONPROFIT TIMES SALARY SURVEY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PUBLISHES ITS ANNUAL REPORT AND MOST RECENTLY FILED FORM 990 ON ITS EXTERNAL WEBSITE AT WWW.UWECI.ORG. THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE 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 BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 32,650. HUMAN SERVICES CAMPUS LLC 317 7TH AVENUE SE CEDAR RAPIDS IA 52401 OWNS AND OPERATES A FACILITY LEASED TO LOCAL NONPROFITS IA 336865 9949187 UNITED WAY OF EAST CENTRAL IOWA INC