2025-05-13T12:16:46-04:00 2024-06-30 030280081 JMM & ASSOCIATES PC 463 MOUNTAIN VIEW DR STE 403 COLCHESTER VT 05446 990 2023-07-01 030221018 UNITED WAY OF ADDISON COUNTY INC UNIT 8023887189 PO BOX 555 MIDDLEBURY VT 05753 HELENA VAN VOORST EXECUTIVE DIRECTOR 8023887189 2025-05-12 true false RANDALL L SARGENT CPA P00136499 8026555665 2025-05-13 2023 2025-03-06 01:10:19Z HELENA VAN VOORST PO BOX 555 MIDDLEBURY VT 05753 2324174 false X WWW.UNITEDWAYADDISONCOUNTY.ORG X 1968 VT FOR 56 YEARS, OUR MISSION HAS BEEN TO MOBILIZE THE COMPASSION AND GENEROSITY OF INDIVIDUALS AND ORGANIZATIONS IN ADDISON COUNTY TO IMPROVE LIVES AND STRENGTHEN THE COMMUNITY. 12 12 12 327 0 1757348 1837036 9368 23888 73307 68327 11291 5990 1851314 1935241 847394 1009077 0 496829 571255 0 115567 332090 329799 1676313 1910131 175001 25110 2611594 2716256 486636 486778 2124958 2229478 X FOR 56 YEARS, OUR MISSION HAS BEEN TO MOBILIZE THE COMPASSION AND GENEROSITY OF INDIVIDUALS AND ORGANIZATIONS IN ADDISON COUNTY TO IMPROVE LIVES AND STRENGTHEN THE COMMUNITY. true false 674933 158664 13483 COMMUNITY LEADERSHIP & INITIATIVES: THIS PROGRAM INCLUDES INITIATIVES THAT ARE DEVELOPED AND LED BY UWAC TO BRING COLLABORATIVE PROGRAMMING TO MEET UNMET OR UNDER-MET NEEDS IN THE COMMUNITY THAT ALIGN WITH OUR IMPACT AREAS: 1. HEALTH (& EDUCATION) - IN ADDITION TO THE STOP ACT GRANT NOTED PREVIOUSLY, THE ORGANIZATION CONTINUED ITS TWO OTHER MULTI-YEAR FEDERAL SUBSTANCE ABUSE PREVENTION GRANTS. THE FIRST OF WHICH IS THE PARTNERS FOR SUCCESS (PFS) GRANT, AND THE SECOND IS THE DRUG-FREE COMMUNITIES (DFC) GRANT. PARTNERS FOR SUCCESS FUNDING IS USED TO INFORM AND EDUCATE YOUTH POPULATIONS ABOUT THE DANGERS OF UNDERAGE SUBSTANCE USE, EMPOWERING YOUTH TO MAKE INFORMED DECISIONS ABOUT THEIR HEALTH AND WELL-BEING. PROVIDING YOUTH LEADERSHIP OPPORTUNITIES AND INCREASING YOUTH PROTECTIVE FACTORS THROUGH EDUCATION, SPECIAL TRAININGS, EVIDENCE BASED PROGRAMMING, AND POLICY CHANGE ARE KEY OBJECTIVES OF THE PFS INITIATIVE. PFS GRANT YEAR 5 FUNDING TOTALS 287,434 AND OVERLAPS FISCAL YEARS 2024 AND 2025. DRUG FREE COMMUNITIES FUNDING IS USED TO INFORM AND EDUCATE PARENTS AND ADULT POPULATIONS ABOUT THE DANGERS OF UNDERAGE SUBSTANCE USE, EMPOWERING THEM TO MORE EFFECTIVELY INFLUENCE AND GUIDE YOUTH INTO BETTER DECISION-MAKING AND AN INCREASED LIKELIHOOD OF POSITIVE OUTCOMES. MEDIA CAMPAIGNS, EVENTS, SPECIAL TRAININGS, AND POLICY CHANGE ARE THE MAIN STRATEGIES TO ACHIEVE THESE GOALS UNDER THE DFC INITIATIVE. DFC GRANT YEAR 5 FUNDING TOTALS 125,000 AND ALSO OVERLAPS FISCAL YEARS 2024 AND 2025. UWAC ALSO CONTINUED TWO OTHER STATE FUNDED GRANTS IN FISCAL YEAR 2024. THE FIRST WAS THE CONNTINUUM OF CARE GRANT TO ADDRESS COVID-19 HEALTH DISPARITIES AMONG THE MOST VULNERABLE OF ADDISON COUNTY RESIDENTS. PROCEEDS FROM THIS GRANT TOTALED 23,463, AND SUNSET AT THE END OF FISCAL YEAR 2024. THE SECOND GRANT FUNDED LOCAL YOUTH VAPING PREVENTION INITIATIVES IN THE AMOUNT OF 28,063, AND THIS GRANT WAS RENEWED FOR ONE MORE FISCAL YEAR IN 2025. 2. EDUCATION - THE ORGANIZATION PURCHASED 480 BACKPACKS WITH SCHOOL SUPPLIES FOR DISTRIBUTION AT PARTNER SITES IN ADDISON COUNTY FOR LOCAL KINDERGARTEN, ELEMENTARY, AND SECONDARY SCHOOL STUDENTS. 3. FINANCIAL STABILITY - THE ORGANIZATION RELEASED 15,960 IN PREVIOUSLY DESIGNATED FUNDS TO ASSIST ADDISON COUNTY RESIDENTS WHO HAVE EITHER EXPERIENCED HOMELESSNESS OR ARE IN IMMEDIATE RISK OF IT, CONTINUING A COMMUNITY COLLABORATION FORMED IN FISCAL YEAR 2022 WITH OUR PARTNER AGENCIES WHO OFFER DIRECT SERVICES TO AT-RISK INDIVIDUALS. THIS COLLABORATION MEETS AS A GROUP AT LEAST MONTHLY TO CONFIDENTIALLY DISCUSS VARIOUS FUNDING REQUESTS FOR APPROVAL. UPON APPROVAL BY THE GROUP, CASE MANAGERS THEN FILE THE APPROPRIATE REIMBURSEMENT PAPERWORK WITH UWAC AFTER THEIR ORGANIZATION HAS INITIATED THIRD-PARTY PAYMENTS FOR ITEMS SUCH AS BACK RENT, SECURITY DEPOSITS, OVERDUE UTILITY BILLS, AND EMERGENCY MOTEL HOUSING. THIS FUNDING IS SPECIFICALLY TARGETED AT REQUESTS THAT ARE OTHERWISE INELIGIBLE FOR ANY OTHER FEDERAL, STATE, OR LOCAL FINANCIAL ASSISTANCE. AN ADDITIONAL 30,000 IN DESIGNATED FUNDS FOR THIS PURPOSE WILL BE RELEASED AT A RATE OF 15,000/YEAR IN FISCAL YEARS 2025 AND 2026. 374698 374698 10405 ORGANIZATION DEVELOPMENT ASSISTANCE: SUPPORTING THE NON-PROFIT SECTOR BY PROVIDING TECHNICAL ASSISTANCE IN AREAS SUCH AS BOARD DEVELOPMENT, STRATEGIC PLANNING AND FUNDRAISING AND RESULTS BASED ACCOUNTABILITY EFFORTS. SUPPORT ALSO INCLUDES ACTING AS FISCAL AGENT OR MANAGING FUNDING STREAMS ON BEHALF OF GRASSROOTS EFFORTS IN THE COMMUNITY: CHILD CARE CONSORTIUM, ADDISON COUNTY READERS, ADDISON COUNTY FIELD SERVICE DIRECTOR FUNDS, AND ADDISON COUNTY FOSTER CAMP FUND. 60075 3000 VOLUNTEER PROGRAMS: THE ORGANIZATION HELD ITS ANNUAL DAYS OF CARING IN SEPTEMBER 2023. 250 VOLUNTEERS PARTICIPATED IN DIRECT SERVICE ACTIVITIES, CONTRIBUTING AN ESTIMATED 1,250 HOURS VALUED AT 41,863 IN DONATED TIME SERVED. 485072 472715 FUNDING & AGENCY RELATIONS: SUPPORT THE COMMUNITY THROUGH THE COMMUNITY IMPACT FUNDING PROCESS AND GRANTS. THIS INCLUDES EFFORTS TO DEVELOP AND DEEPEN RELATIONSHIPS WITH FUNDED PARTNERS (SUCH AS OUTCOME MEASUREMENT TRAININGS AND SITE VISITS) AND EFFORTS TO SUPPORT THE COMMUNITY IMPACT VOLUNTEERS AS THEY LEARN ABOUT COMMUNITY ISSUES, THE SYSTEMS MEETING THOSE NEEDS, AND MAKING GRANT FUNDING DECISIONS. FUNDING ALIGNS WITH OUR COMMUNITY IMPACT AREAS AS FOLLOWS: (1) HEALTH AND INDEPENDENT LIVING - FUNDED 16 PROGRAMS FOR 115,062. (2) LIFE-LONG LEARNING - FUNDED 17 PROGRAMS FOR 132,000. (3) IMMEDIATE NEEDS & FINANCIAL STABILITY - FUNDED 8 PROGRAMS FOR 130,841. 485072 472715 1594778 true true false false false false false false true true true false false true true true true false false false false false false false false false false true true false false false false false false true false false true false false false false false false false false true 1 0 12 true false false false false false false false false false false false false X 12 12 false false false false false false false true true false false true true true true true true true false false X X X HELENA VAN VOORST 8023887189 PO BOX 555 MIDDLEBURY VT 05753 HELENA VAN VOORST EXECUTIVE DI 40.00 X 94172 0 11107 KEN STOCKMAN PRESIDENT 2.00 X X 0 0 0 LAURA MACK VICE PRESIDE 2.00 X X 0 0 0 LOGAN PRICE TREASURER 2.00 X X 0 0 0 JON CRYSTAL SECRETARY 2.00 X X 0 0 0 ANN CRUMB MEMBER AT LA 2.00 X 0 0 0 MARIA COLLETTE DIRECTOR 2.00 X 0 0 0 SARAH COWAN DIRECTOR 2.00 X 0 0 0 NIKOLINA DOBREVA DIRECTOR 2.00 X 0 0 0 JANET FRANKLIN DIRECTOR 2.00 X 0 0 0 SILVIA GONZALEZ DIRECTOR 2.00 X 0 0 0 MARK PELUSO DIRECTOR 2.00 X 0 0 0 RYAN TORRES DIRECTOR 2.00 X 0 0 0 94172 11107 false false false 503935 1333101 30926 1837036 PROGRAM REVENUE 561000 23888 23888 23888 57803 57803 399457 388933 10524 10524 10524 OTHER INCOME 900099 5990 5990 5990 1935241 34412 63793 904454 904454 104623 104623 101166 70816 25292 5058 361240 232778 68234 60228 10295 3352 6658 285 66166 24358 39807 2001 32388 23350 4047 4991 10600 10600 9190 9190 61995 59258 2737 28493 14092 1858 12543 14348 7204 2947 4197 24729 13493 3218 8018 61808 32280 19599 9929 18777 18743 34 6272 6272 16109 9394 3825 2890 8006 4209 2721 1076 5248 3060 1246 942 PROGRAM SUPPLIES 63012 63012 BANK FEES 1212 30 510 672 1910131 1594778 199786 115567 53333 19934 170659 164691 266767 272580 191 136 6990 8611 43432 29917 21521 13515 1563137 1714175 528996 522614 2611594 2716256 49259 60756 40717 43421 3000 75 91550 100809 302110 281717 486636 486778 X 763847 797692 1361111 1431786 2124958 2229478 2611594 2716256 X 25110 79410 X false true X true false X 1639021 1623915 1637812 1757348 1837036 8495132 1639021 1623915 1637812 1757348 1837036 8495132 8495132 37119 35144 39656 44972 57803 214694 5902 7144 4899 11291 5990 35226 8745052 96951 0.97140 0.97080 X PART II, LINE 10 OTHER INCOME 35,226 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 1089317 19283 85923 1194523 1037566 140292 90983 179524 1089317 1155254 4800 -122488 1037566 819347 68500 303108 35701 1155254 896994 3600 -47202 34045 819347 0.54750 0.09500 0.35750 true false 25241 16898 8343 18191 13019 5172 13515 RIGHT-OF-USE ASSET 274680 BENEFICIAL INTEREST IN VT COMMUNITY 175424 BENEFICIAL INTEREST - FISCAL AGENT 72510 522614 LEASE LIABILITY 281140 ANNUITY PAYABLE 577 281717 X 1876196 79410 1706 81116 1795080 9190 130971 140161 1935241 1771676 1706 1706 1769970 9190 130971 140161 1910131 SCHEDULE D, PAGE 2, PART V, LINE 4 INCOME FROM ENDOWMENT FUNDS IS INTENDED TO BE USED TO SUPPORT COMMUNITY PROGRAM SERVICES. SCHEDULE D, PAGE 3, PART X THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. SCHEDULE D, PAGE 4, PART XI, LINE 4B DONOR DESIGNATED GIFTS 130,971 SCHEDULE D, PAGE 4, PART XII, LINE 4B DONOR DESIGNATED GIFTS 130,971 true AC HOME HEALTH & HOSPICE PO BOX 754 MIDDLEBURY VT 05753 237032401 501C3 8872 HEALTHY & IND LIVING ADDISON ALLIES NETWORK 58 SEMINARY STREET EXT MIDDLEBURY VT 05753 831559952 501C3 8000 HEALTH ACCESS ADDISON COUNTY PARENTCHILD CENTER PO BOX 646 MIDDLEBURY VT 05753 030280370 501C3 12000 LIFE-LONG LEARNING ADDISON HOUSING WORKS 272 MAIN STREET VERGENNES VT 05491 223032009 501C3 17674 AFFORDABLE HOUSING AGE WELL 76 PEARL ST ESSEX JCT VT 05452 222474636 501C3 10690 HEALTHY & IND LIVING BOYS & GIRLS CLUB OF GREATER VERGEN PO BOX 356 VERGENNES VT 05491 030359691 501C3 7500 LIFE-LONG LEARNING BRISTOL FAMILY CENTER 16 ORCHARD TERRACE BRISTOL VT 05443 223172076 501C3 12000 LIFE-LONG LEARNING CHARTER HOUSE COALITION PO BOX 344 EAST MIDDLEBURY VT 05740 562531802 501C3 31923 AFFORDABLE HOUSING COMMUNITY HEALTH SERVICES OF AC 100 PORTER DRIVE MIDDLEBURY VT 05753 030359531 501C3 22500 HEALTHY & IND LIVING COUNSELING SERVICE OF ADDISON CTY 89 MAIN STREET MIDDLEBURY VT 05753 030212396 501C3 24816 HOUSING & FOSTER ELDERLY SERVICES INC PO BOX 581 MIDDLEBURY VT 05753 030280968 501C3 8709 HEALTHY & IND LIVING HOPE PO BOX 165 MIDDLEBURY VT 05753 237393720 501C3 29130 FINANCIAL STABILITY JOHN GRAHAM EMERGENCY SHELTER 69 MAIN STREET VERGENNES VT 05491 030275219 501C3 46409 FINANCIAL STABILITY MARY JOHNSON CHILDREN'S CENTER 81 WATER ST MIDDLEBURY VT 05753 030224359 501C3 12100 LIFE-LONG LEARNING MIDDLEBURY AREA LAND TRUST 298 MAPLE STREET MIDDLEBURY VT 05753 222835049 501C3 5200 AFTERSCHOOL PROGRAMS OTTER CREEK CHILD CENTER INC 150 WEYBRIDGE STREET MIDDLEBURY VT 05753 222564467 501C3 12000 LIFE-LONG LEARNING OTTER CREEK CHILD CENTER INC 150 WEYBRIDGE STREET MIDDLEBURY VT 05753 222564467 501C3 374698 CHILD CARE STARKSBORO COOPERATIVE PRESCHOOL PO BOX 36 STARKSBORO VT 05487 030259397 501C3 12000 LIFE-LONG LEARNING TEEN MAKERY AFTER SCHOOL PROGRAM 51 CHARLES AVENUE MIDDLEBURY VT 05753 201189236 501C3 10000 YOUTH SUCCESS THE HUB TEEN CENTER PO BOX 249 BRISTOL VT 05443 030258860 501C3 7500 LIFE-LONG LEARNING TRI-VALLEY TRANSIT PO BOX 532 MIDDLEBURY VT 05753 030335768 501C3 22054 PUBLIC TRANSIT TURNING POINT CENTER PO BOX 405 MIDDLEBURY VT 05753 204934608 501C3 10765 HEALTHY & IND LIVING VERMONT ADULT LEARNING 282 BOARDMAN STREET SUITE 1A MIDDLEBURY VT 05753 030276755 501C3 11000 EDUC, CHILD CARE THE TEEN CENTER 77 MARY HOGAN DRIVE MIDDLEBURY VT 05753 841968545 501C3 7500 LIFE-LONG LEARNING WILLOWELL FOUNDATION PO BOX 314 BRISTOL VT 05443 030366363 501C3 10000 LIFE-LONG LEARNING 25 FLOOD DISASTER RELIEF 70 104623 SCHEDULE I, PAGE 1, PART I, LINE 2 EACH ORGANIZATION IS REQUIRED TO SUBMIT AN ANNUAL REPORT TO UWAC DESCRIBING THE USE OF FUNDS USING A RESULTS BASED ACCOUNTABILITY FORMAT. FOR INDIVIDUALS RECEIVING FLOOD RELIEF, REQUESTS ARE VETTED BY A COALITION OF COMMUNITY MEMBERS AND ARE REMITTED ONLY AFTER MAJORITY VOTES OF APPROVAL. MIDDLEBURY FITNESS PRIOR BOARD MEM 49662 OFFICE RENT false SCHEDULE L, PART V UWAC HAS A LEASE AGREEMENT FOR OFFICE SPACE. ONE OF THE TWO LESSORS OF THE NEW OFFICE LOCATION IS THE FORMER BOARD CHAIR. LEGAL COUNSEL WAS USED BY ALL PARTIES TO REACH AN INDEPENDENT AGREEMENT CONSISTENT WITH THE FAIR MARKET VALUE OF THE LEASE. THE BOARD CHAIR ABSTAINED FROM ALL BOARD DISCUSSION AND BOARD VOTES THROUGHOUT THE PROCESS OF INITIATING THE LEASE. X 7 30926 FAIR VALUE false true false FORM 990, PAGE 2, PART III, LINE 2 AFTER ADDISON COUNTY RECEIVED SEVERE LOCALIZED FLOODING DURING THE SUMMER OF 2023, UNITED WAY OF ADDISON COUNTY (UWAC) WORKED WITH LOCAL COMMUNITY COLLABORATORS TO DEVELOP A STEERING COMMITTEE TO DISTRIBUTE EMERGENCY MINI-GRANTS TO AREA RESIDENTS MOST ADVERSELY IMPACTED BY THE FLOODING. 80,000 IN EMERGENCY RELIEF FUNDING WAS RELEASED TO UWAC BY A LOCAL FOUNDATION. THE UWAC BOARD OF DIRECTORS ALSO AUTHORIZED A DRAW OF 20,000 FROM UWAC'S OPERATING RESERVE. A FEW DONORS DESIGNATED SMALLER GIFTS TO FLOOD RELIEF EFFORTS AS WELL. IN TOTAL, 104,623 IN EMERGENCY MINI-GRANTS WERE ISSUED TO AREA RESIDENTS, WITH THE AVERAGE GRANT TOTALING 1,500. UWAC ALSO ADDED ITS THIRD FEDERAL SUBSTANCE ABUSE PREVENTION GRANT CALLED THE STOP ACT GRANT, WHICH STANDS FOR "SOBER TRUTH ON PREVENTING UNDERAGE DRINKING ACT GRANT". THE PURPOSE OF THIS PROGRAM IS TO PREVENT AND REDUCE ALCOHOL USE AMONG YOUTH AND YOUNG ADULTS AGES 12-20. IT AIMS TO ADDRESS THE NORMS REGARDING ALCOHOL USE BY YOUTH, REDUCE OPPORTUNITIES FOR UNDERAGE DRINKING, CREATE CHANGES IN UNDERAGE DRINKING ENFORCEMENT EFFORTS, ADDRESS PENALTIES FOR UNDERAGE USE, AND REDUCE NEGATIVE CONSEQUENCES ASSOCIATED WITH UNDERAGE DRINKING. THE STOP ACT GRANT PROVIDES UWAC WITH 60,000 IN FUNDING PER YEAR FOR FOUR YEARS, THE FIRST YEAR OF WHICH OVERLAPS FISCAL YEARS 2024 AND 2025. FORM 990, PAGE 2, PART III, LINE 4A COMMUNITY LEADERSHIP & INITIATIVES: THIS PROGRAM INCLUDES INITIATIVES THAT ARE DEVELOPED AND LED BY UWAC TO BRING COLLABORATIVE PROGRAMMING TO MEET UNMET OR UNDER-MET NEEDS IN THE COMMUNITY THAT ALIGN WITH OUR IMPACT AREAS: 1. HEALTH (& EDUCATION) - IN ADDITION TO THE STOP ACT GRANT NOTED PREVIOUSLY, THE ORGANIZATION CONTINUED ITS TWO OTHER MULTI-YEAR FEDERAL SUBSTANCE ABUSE PREVENTION GRANTS. THE FIRST OF WHICH IS THE PARTNERS FOR SUCCESS (PFS) GRANT, AND THE SECOND IS THE DRUG-FREE COMMUNITIES (DFC) GRANT. PARTNERS FOR SUCCESS FUNDING IS USED TO INFORM AND EDUCATE YOUTH POPULATIONS ABOUT THE DANGERS OF UNDERAGE SUBSTANCE USE, EMPOWERING YOUTH TO MAKE INFORMED DECISIONS ABOUT THEIR HEALTH AND WELL-BEING. PROVIDING YOUTH LEADERSHIP OPPORTUNITIES AND INCREASING YOUTH PROTECTIVE FACTORS THROUGH EDUCATION, SPECIAL TRAININGS, EVIDENCE BASED PROGRAMMING, AND POLICY CHANGE ARE KEY OBJECTIVES OF THE PFS INITIATIVE. PFS GRANT YEAR 5 FUNDING TOTALS 287,434 AND OVERLAPS FISCAL YEARS 2024 AND 2025. DRUG FREE COMMUNITIES FUNDING IS USED TO INFORM AND EDUCATE PARENTS AND ADULT POPULATIONS ABOUT THE DANGERS OF UNDERAGE SUBSTANCE USE, EMPOWERING THEM TO MORE EFFECTIVELY INFLUENCE AND GUIDE YOUTH INTO BETTER DECISION-MAKING AND AN INCREASED LIKELIHOOD OF POSITIVE OUTCOMES. MEDIA CAMPAIGNS, EVENTS, SPECIAL TRAININGS, AND POLICY CHANGE ARE THE MAIN STRATEGIES TO ACHIEVE THESE GOALS UNDER THE DFC INITIATIVE. DFC GRANT YEAR 5 FUNDING TOTALS 125,000 AND ALSO OVERLAPS FISCAL YEARS 2024 AND 2025. UWAC ALSO CONTINUED TWO OTHER STATE FUNDED GRANTS IN FISCAL YEAR 2024. THE FIRST WAS THE CONNTINUUM OF CARE GRANT TO ADDRESS COVID-19 HEALTH DISPARITIES AMONG THE MOST VULNERABLE OF ADDISON COUNTY RESIDENTS. PROCEEDS FROM THIS GRANT TOTALED 23,463, AND SUNSET AT THE END OF FISCAL YEAR 2024. THE SECOND GRANT FUNDED LOCAL YOUTH VAPING PREVENTION INITIATIVES IN THE AMOUNT OF 28,063, AND THIS GRANT WAS RENEWED FOR ONE MORE FISCAL YEAR IN 2025. 2. EDUCATION - THE ORGANIZATION PURCHASED 480 BACKPACKS WITH SCHOOL SUPPLIES FOR DISTRIBUTION AT PARTNER SITES IN ADDISON COUNTY FOR LOCAL KINDERGARTEN, ELEMENTARY, AND SECONDARY SCHOOL STUDENTS. 3. FINANCIAL STABILITY - THE ORGANIZATION RELEASED 15,960 IN PREVIOUSLY DESIGNATED FUNDS TO ASSIST ADDISON COUNTY RESIDENTS WHO HAVE EITHER EXPERIENCED HOMELESSNESS OR ARE IN IMMEDIATE RISK OF IT, CONTINUING A COMMUNITY COLLABORATION FORMED IN FISCAL YEAR 2022 WITH OUR PARTNER AGENCIES WHO OFFER DIRECT SERVICES TO AT-RISK INDIVIDUALS. THIS COLLABORATION MEETS AS A GROUP AT LEAST MONTHLY TO CONFIDENTIALLY DISCUSS VARIOUS FUNDING REQUESTS FOR APPROVAL. UPON APPROVAL BY THE GROUP, CASE MANAGERS THEN FILE THE APPROPRIATE REIMBURSEMENT PAPERWORK WITH UWAC AFTER THEIR ORGANIZATION HAS INITIATED THIRD-PARTY PAYMENTS FOR ITEMS SUCH AS BACK RENT, SECURITY DEPOSITS, OVERDUE UTILITY BILLS, AND EMERGENCY MOTEL HOUSING. THIS FUNDING IS SPECIFICALLY TARGETED AT REQUESTS THAT ARE OTHERWISE INELIGIBLE FOR ANY OTHER FEDERAL, STATE, OR LOCAL FINANCIAL ASSISTANCE. AN ADDITIONAL 30,000 IN DESIGNATED FUNDS FOR THIS PURPOSE WILL BE RELEASED AT A RATE OF 15,000/YEAR IN FISCAL YEARS 2025 AND 2026. FORM 990, PAGE 2, PART III, LINE 4D FUNDING & AGENCY RELATIONS: SUPPORT THE COMMUNITY THROUGH THE COMMUNITY IMPACT FUNDING PROCESS AND GRANTS. THIS INCLUDES EFFORTS TO DEVELOP AND DEEPEN RELATIONSHIPS WITH FUNDED PARTNERS (SUCH AS OUTCOME MEASUREMENT TRAININGS AND SITE VISITS) AND EFFORTS TO SUPPORT THE COMMUNITY IMPACT VOLUNTEERS AS THEY LEARN ABOUT COMMUNITY ISSUES, THE SYSTEMS MEETING THOSE NEEDS, AND MAKING GRANT FUNDING DECISIONS. FUNDING ALIGNS WITH OUR COMMUNITY IMPACT AREAS AS FOLLOWS: (1) HEALTH AND INDEPENDENT LIVING - FUNDED 16 PROGRAMS FOR 115,062. (2) LIFE-LONG LEARNING - FUNDED 17 PROGRAMS FOR 132,000. (3) IMMEDIATE NEEDS & FINANCIAL STABILITY - FUNDED 8 PROGRAMS FOR 130,841. FORM 990, PAGE 6, PART VI, LINE 11B THE 990 DRAFT IS IMMEDIATELY PROVIDED TO THE BOARD TREASURER AND FINANCE COMMITTEE FOR REVIEW. THEN THE DRAFT IS DISTRIBUTED TO ALL REMAINING BOARD MEMBERS FOR THEIR REVIEW AND FOR DISCUSSION AT THE NEXT BOARD MEETING WHERE IT IS DISCUSSED AND ITS APPROVAL SUBJECT TO VOTE. FORM 990, PAGE 6, PART VI, LINE 12C CONFLICT OF INTEREST DISCLOSURES ARE UPDATED ANNUALLY. ANY CONFLICTS OF INTEREST WITH STAFF ARE BROUGHT TO THE IMMEDIATE ATTENTION OF THE BOARD OF DIRECTORS. ANY CONFLICTS OF INTEREST AMONG BOARD MEMBERS ARE BROUGHT TO THE IMMEDIATE ATTENTION OF THE REMAINING BOARD MEMBERS. ANY BOARD MEMBER WITH A CONFLICT OF INTEREST REMOVES HIMSELF OR HERSELF FROM THE BOARD DISCUSSION AND VOTE ON THE MATTER IN QUESTION. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS SUBJECT TO ANNUAL REVIEW BY THE EXECUTIVE COMMITTEE AND IS DETERMINED BY BOARD APPROVAL WHICH IS THEN DOCUMENTED WITHIN THE EXECUTIVE DIRECTOR'S EMPLOYEE FILE. SOME BASELINES THAT ARE CONSIDERED ARE COMPARISONS TO SIMILARLY SIZED UNITED WAYS, LOCAL NONPROFITS, AND QUALITY OF WORK. FORM 990, PAGE 6, PART VI, LINE 19 THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION ON OUR WEBSITE. OUR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE UPON REQUEST BY VISITING OR CONTACTING OUR OFFICE. FORM 990, PART XI, LINE 9 DONOR DESIGNATED GIFTS -130,971 DONOR DESIGNATED GIFTS 130,971