2025-02-18T22:30:27-05:00 2024-03-31 463602660 JOHNSON & SHELDON PLLC PO BOX 509 AMARILLO TX 791050509 990 2023-04-01 750800600 THE UNITED WAY INC UNIT 8063766359 2207 LINE AVE AMARILLO TX 79106 KILEY MURRAY PRESIDENT & CEO 8063766359 2025-02-18 true false RICHARD W BLANKENSHIP CPA P00172630 8063717661 2025-02-18 2023 2025-03-06 01:10:19Z UNITED WAY OF AMARILLO & CANYON KILEY MURRAY 2207 LINE AVENUE AMARILLO TX 79106 4493428 false X UWAMARILLOCANYON.ORG X 1987 TX OUR MISSION IS TO IMPROVE LIVES THROUGH THE CARING POWER OF COMMUNITY. UNITED WAY RECRUITS PEOPLE AND ORGANIZATIONS WHO BRING PASSION, EXPERTISE AND RESOURCES NEEDED TO RAISE THE MONEY TO GET THINGS DONE. WE MOBILIZE THESE COMMUNITY RESOURCES AND VOLUNTEERS TO MEET HUMAN SERVICE NEEDS. WE CONNECT PEOPLE TO SERVICES 24/7 THROUGH 2-1-1 TEXAS. THE UNITED WAY OF AMARILLO & CANYON IS AT THE FOREFRONT OF MAKING SYSTEMIC CHANGES IN THE AREAS OF EDUCATION, INCOME AND HEALTH, CREATING OPPORTUNITIES FOR A BETTER LIFE FOR ALL. 31 31 30 572 0 4650575 4259247 12928 14795 118158 46863 79511 -19532 4861172 4301373 2016186 1971410 0 1605299 1664725 0 542209 1084052 1055748 4705537 4691883 155635 -390510 7670580 7410488 1626795 1573738 6043785 5836750 X OUR MISSION IS TO IMPROVE LIVES THROUGH THE CARING POWER OF COMMUNITY. UNITED WAY RECRUITS PEOPLE AND ORGANIZATIONS WHO BRING PASSION, EXPERTISE AND RESOURCES NEEDED TO RAISE THE MONEY TO GET THINGS DONE. WE MOBILIZE THESE COMMUNITY RESOURCES AND VOLUNTEERS TO MEET HUMAN SERVICE NEEDS. WE CONNECT PEOPLE TO SERVICES 24/7 THROUGH 2-1-1 TEXAS. THE UNITED WAY OF AMARILLO & CANYON IS AT THE FOREFRONT OF MAKING SYSTEMIC CHANGES IN THE AREAS OF EDUCATION, INCOME AND HEALTH, CREATING OPPORTUNITIES FOR A BETTER LIFE FOR ALL. false false 737466 5335 COMMUNITY SERVICES PROVIDE, MAINTAIN AND REFER PEOPLE TO VARIOUS, APPROPRIATE COMMUNITY RESOURCES THROUGH OUR INFORMATION AND REFERRAL SPECIALISTS. OUR SPECIALISTS ARE TRAINED TO WORK WITH THE CLIENTS TO DETERMINE NOT ONLY THE IMMEDIATE NEED TO BE FULFILLED, BUT OTHER NEEDS OR ROOT CAUSES THAT FACTOR INTO THE PROBLEMS AS WELL. THIS AFFORDS US THE BEST OPPORTUNITY TO DIRECT THEM TO THE HELP THEY NEED. WE ALSO PROVIDE EMERGENCY ASSISTANCE FOR TRAVELERS AND FAMILIES IN CRISIS WHO DEMONSTRATE A VALIDATED NEED. 2378612 1959125 14795 COMMUNITY IMPACT PROGRAM REVIEWS THE STEWARDSHIP OF PROGRAM PROVIDERS AND PROGRAM FUNDING REQUESTS OF THOSE AGENCIES TO DETERMINE FUNDING RECOMMENDATIONS IN THE CONTEXT OF THE NEEDS RECOGNIZED IN OUR COMMUNITY. 587717 2882 COMMUNITY YOUTH DEVELOPMENT (CYD 79107) - CREATED TO REDUCE THE INCIDENCE OF VIOLENT JUVENILE CRIMES IN THESE TEXAS COUNTIES. THE FOCUS FURTHER IDENTIFIED THE ZIP CODE IN THESE COUNTIES WITH THE HIGHEST RATE OF JUVENILE PROBATION REFERRALS. THE PROGRAM SEEKS TO DETER OR PREVENT THIS BEHAVIOR BY PROVIDING SAFE, PRACTICAL ALTERNATIVES TO HIGH RISK BEHAVIOR. 160318 4068 PANHANDLE BEHAVORIAL HEALTH ALLIANCE (PBHA) WORKS TO IMPROVE THE BEHAVIOR HEALTH LIFE-CYCLE OF CARE FOR PEOPLE OF THE TEXAS PANHANDLE. UNITED WAY ALSO HAS A COMMITMENT TO IMPROVING HEALTH OUTCOMES IN OUR COMMUNITIES.UNITED WAY IS ALSO THE FISCAL AGENT RESPONSIBLE FOR THE PBHA PROGRAM. FUNDING FOR THIS PROGRAM IS MADE AVAILABLE THROUGH THE TEXAS HEALTH AND HUMAN SERVICES COMMISSION BY THE PASSING OF HB13 IN THE 2018 TEXAS LEGISLATIVE BIENNIUM, LOCAL FOUNDATIONS, AND CORPORATE DONORS. 160318 4068 3864113 true true false false false false false false false true true false true false true true false true false false false false false false true false false true true false false false false false false false false false false false false false false false false false false true 27 0 true 30 true false false false false false false false false false false false false X 31 31 false false false false false false false true true false false true true true true true true true true false X X CONNIE KELLEY 8063766359 2207 LINE AVENUE AMARILLO TX 79106 KILEY MURRAY PRESIDENT & 40.00 X 127356 0 0 AMY MONTOYA SENIOR DIREC 40.00 X 101651 0 5344 LESLIE MASSEY BOARD CHAIR 1.00 X X 0 0 0 MARY EMENY VICE CHAIR 1.00 X X 0 0 0 STEPHANIE TUCKER VICE CHAIR 1.00 X X 0 0 0 JEREMY PEPPER PAST BOARD C 1.00 X X 0 0 0 STEVE STOCKTON SECRETARY 1.00 X X 0 0 0 DEAN FRIGO TREASURER 1.00 X X 0 0 0 CODY JONES BOARD CHAIR 1.00 X X 0 0 0 ADAM SCHAER DIRECTOR 1.00 X 0 0 0 MARY COYNE AT LARGE 1.00 X 0 0 0 AMJAD ABDULLAT DIRECTOR 1.00 X 0 0 0 ANDREW FREEMAN DIRECTOR 1.00 X 0 0 0 BILLY MAY AT LARGE 1.00 X 0 0 0 BRAD BALDRIDGE DIRECTOR 1.00 X 0 0 0 CECIL GLOVIER DIRECTOR 1.00 X 0 0 0 DANE WILLIAMS AT LARGE 1.00 X 0 0 0 JENNIFER GALLARDO DIRECTOR 1.00 X 0 0 0 JOSEPH PETERSON DIRECTOR 1.00 X 0 0 0 JUDY DAY AT LARGE 1.00 X 0 0 0 KYLA HANKS DIRECTOR 1.00 X 0 0 0 KYLE INGHAM DIRECTOR 1.00 X 0 0 0 LAURA STORRS DIRECTOR 1.00 X 0 0 0 MARTHA DEL TORO DIRECTOR 1.00 X 0 0 0 WILLIAM BAILEY DIRECTOR 1.00 X 0 0 0 ALLEN HARE DIRECTOR 1.00 X 0 0 0 SHANNON MULLINS DIRECTOR 1.00 X 0 0 0 BILL MAIRSON AT LARGE 1.00 X 0 0 0 MEGAN REED AT LARGE 1.00 X 0 0 0 STEVE BOWEN DIRECTOR 1.00 X 0 0 0 DR DARRYL FLUSCHE DIRECTOR 1.00 X 0 0 0 CLAUDIA LUNA DIRECTOR 1.00 X 0 0 0 PATTI MCKNIGHT DIRECTOR 1.00 X 0 0 0 229007 5344 2 false false false 190785 110500 1152681 2805281 18005 4259247 SERVICE FEE INCOME 14795 14795 14795 40623 40623 16703 10463 6240 6240 6240 113475 110500 181592 -68117 -68117 MISCELLANEOUS INCOME 48585 48585 48585 4301373 14795 27331 1682105 1682105 289305 289305 291105 198531 24547 68027 1091519 744404 92042 255073 38413 27785 2881 7747 139618 95050 12004 32564 104070 70870 8804 24396 1121 811 84 226 38850 28102 2913 7835 371422 364702 1822 4898 83128 67354 6790 8984 56741 42248 14493 38529 23942 5977 8610 68151 68151 26734 16439 3268 7027 1444 862 582 MISCELLANEOUS 123437 8276 110850 4311 MAINTENANCE OF EQUIPMENT 91497 65136 8367 17994 PROGRAM EXPENSES 54371 54371 CAMPAIGN EXPENSE 54081 50190 3891 46242 33630 5212 7400 4691883 3864113 285561 542209 35625 36869 3911792 3520126 1731254 1609045 176671 193957 42522 30720 1121124 975525 115748 145599 1656968 1874172 7670580 7410488 49500 78249 1577295 1495489 1626795 1573738 X 5706568 5605977 337217 230773 6043785 5836750 7670580 7410488 X -390510 179879 3596 X false true X true false X 5036685 4695473 4277830 4650575 4259247 22919810 5036685 4695473 4277830 4650575 4259247 22919810 766034 22153776 51647 24262 36571 62167 40623 215270 10939 78511 89450 23224530 91746 0.95390 0.95010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 443637 58745 12050 490332 484744 85 -28193 12999 443637 439159 130 49756 4301 484744 483432 65 211608 2933 692172 543972 117 -57865 2792 483432 0.56270 0.43730 true false 25000 25000 366118 318375 47743 406255 391898 14357 323751 265252 58499 145599 FINANCIAL INVESTMENTS 1383839 F RESTRICTED-BENFIC. INTEREST IN ASSET 490333 F 1874172 ALLOCATIONS PAYABLE 1392678 DUE TO DESIGNATED ORGANIZATION 102811 1495489 X 4389137 179879 185188 365067 4024070 277303 277303 4301373 4596172 181592 181592 4414580 277303 277303 4691883 SCHEDULE D, PAGE 3, PART X THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE), AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE CODE. AS A RESULT, INCOME TAXES ARE NOT INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION COMPLIES WITH FASB ASC TOPIC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (ASC 740), WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE- RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL TAX AUTHORITIES FOR YEARS ENDING BEFORE MARCH 31, 2021. SCHEDULE D, PAGE 4, PART XI, LINE 2D DIRECT FUNDRAISING EXPENSES ON STATEMENT OF REVENUE 181,592 IN-KIND REVENUE 3,596 SCHEDULE D, PAGE 4, PART XI, LINE 4B DESIGNATED PLEDGES 277,303 SCHEDULE D, PAGE 4, PART XII, LINE 2D DIRECT FUNDRAISING EXPENSES ON STATEMENT OF REVENUE 181,592 SCHEDULE D, PAGE 4, PART XII, LINE 4B DESIGNATED PLEDGES 277,303 VICTORY CELEBRA 133000 110500 22500 42771 LOAN EXECUTIVE 24125 24125 85102 2 66850 66850 53719 223975 110500 113475 181592 181592 -68117 true AMARILLO AREA CASA 112 SW 8TH AVE 101 AMARILLO TX 79101 752560069 501C3 18000 COMMUNITY IMPACT AMARILLO AREA CASA 112 SW 8TH AVE 101 AMARILLO TX 79101 752560069 501C3 5076 YOUTH CAMPAIGN AMARILLO COLLEGE FOUNDATION PO BOX 447 AMARILLO TX 79178 756029084 501C3 23481 DONOR DESIGNATIONS AMARILLO COMING HOME AMARILLO COMMUNITY DEVELOPMENT PO BOX 1971 AMARILLO TX 79105 756000444 GOV 20000 COMMUNITY IMPACT AMERICAN RED CROSS 1800 S HARRISON AMARILLO TX 79102 750883101 501C3 30000 COMMUNITY IMPACT AMERICA'S BEST CHARITIES PO BOX 45753 SAN FRANCISCO CA 94145 943067804 501C3 19855 DONOR DESIGNATIONS BOY SCOUTS OF AMERICA GOLDEN SPREAD COUNCIL 401 TASCOSA ROAD AMARILLO TX 79124 750800613 501C3 100000 COMMUNITY IMPACT BUCKNER CHILDREN & FAMILY SERVICES TRANSITION CENTER 600 N PEARL ST SUITE 200 DALLAS TX 75201 752571395 501C3 15000 COMMUNITY IMPACT CATHOLIC CHARITIES OF THE TEXAS PANHANDLE PO BOX 15127 AMARILLO TX 79105 750818147 501C3 92061 COMMUNITY IMPACT CATHOLIC CHARITIES OF THE TEXAS PANHANDLE PO BOX 15127 AMARILLO TX 79105 750818147 501C3 9520 DONOR DESIGNATIONS CATHOLIC CHARITIES OF THE TEXAS PANHANDLE PO BOX 15127 AMARILLO TX 79105 750818147 501C3 6000 YOUTH CAMPAIGN CHILDREN'S LEARNING CENTERS PO BOX 15408 AMARILLO TX 79105 750800601 501C3 140000 COMMUNITY IMPACT COALITION OF HEALTH SERVICES INC 616 E 1ST ST DUMAS TX 79029 752009162 501C3 8055 COMMUNITY IMPACT CREATING HEALTHIER COMMUNITIES 1199 NORTH FAIRFAX STREET 600 ALEXANDRIA VA 22314 136167225 501C3 9785 DONOR DESIGNATIONS DOWNTOWN WOMENS CENTER 409 SOUTH MONROE AMARILLO TX 79101 200296282 501C3 8055 DONOR DESIGNATIONS FAITH CITY MISSION PO BOX 870 AMARILLO TX 79105 756029995 501C3 7726 DONOR DESIGNATIONS FAMILY CARE FOUNDATION PO BOX 15203 AMARILLO TX 79105 750109845 501C3 15000 COMMUNITY IMPACT FAMILY SUPPORT SERVICES 1001 S POLK ST AMARILLO TX 79101 750800642 501C3 228579 COMMUNITY IMPACT FAMILY SUPPORT SERVICES 1001 S POLK ST AMARILLO TX 79101 750800642 501C3 8688 DONOR DESIGNATIONS FAMILY SUPPORT SERVICES 1001 S POLK ST AMARILLO TX 79101 750800642 501C3 5500 YOUTH CAMPAIGN GIRL SCOUTS OF TEXAS OKLAHOMA PLAINS INC 6011 W 45TH AVE AMARILLO TX 79109 750800602 501C3 75000 COMMUNITY IMPACT GOODWILL OF NORTHWEST TEXAS 1904 S BELL ST AMARILLO TX 79106 751245780 501C3 60000 COMMUNITY IMPACT HIGH PLAINS CHILDREN'S HOME 11461 S WESTERN ST AMARILLO TX 79118 751234350 501C3 5640 DONOR DESIGNATIONS HIGH PLAINS FOOD BANK PO BOX 31803 AMARILLO TX 79120 751838348 501C3 10244 DONOR DESIGNATIONS LOS BARRIOS DE AMARILLO PO BOX 33193 AMARILLO TX 79120 474527312 501C3 9030 DONOR DESIGNATIONS MAVERICK BOYS AND GIRLS CLUB 1923 S LINCOLN ST AMARILLO TX 79109 750808760 501C3 325000 COMMUNITY IMPACT PANHANDLE REGIONAL PLANNING COMMISSION 415 SW 8TH AMARILLO TX 79101 751317291 GOV 82061 COMMUNITY IMPACT SALVATION ARMY INC 400 S HARRISON AMARILLO TX 79101 580660607 501C3 54000 COMMUNITY IMPACT THE BRIDGE 804 QUAIL CREEK DR AMARILLO TX 79124 751995807 501C3 9848 DONOR DESIGNATIONS GUYON SAUNDERS RESOURCE CENTER 200 S TYLER STREET AMARILLO TX 79106 752614211 501C3 14000 COMMUNITY IMPACT GUYON SAUNDERS RESOURCE CENTER 200 S TYLER STREET AMARILLO TX 79106 752614211 501C3 10906 DONOR DESIGNATIONS WESLEY COMMUNITY CENTER 1615 S ROBERTS AMARILLO TX 79102 510158641 501C3 46500 COMMUNITY IMPACT WESLEY COMMUNITY CENTER 1615 S ROBERTS AMARILLO TX 79102 510158641 501C3 5317 YOUTH CAMPAIGN PANHANDLE BEHAVIORAL HEALTH ALLIANC 2207 LINE AVE AMARILLO TX 79106 750800600 501C3 8000 COMMUNITY IMPACT ST HELEN'S OUTREACH THE MARKET ON TIERRA BLANCA PO BOX 59 CANYON TX 79015 751945727 501C3 10000 COMMUNITY IMPACT JUNIOR ACHIEVEMENT OF THE HIGH PLAI 2201 CIVIC CIRCLE AMARILLO TX 79119 750395654 501C3 5641 DONOR DESIGNATIONS BAPTIST COMMUNITY SERVICES SNACK PAK 4 KIDS 701 PARK PLACE AVE AMARILLO TX 79101 752206268 501C3 6280 DONOR DESIGNATIONS TRINITY FELLOWSHIP 5000 HOLLYWOOD RD AMARILLO TX 79118 751606763 501C3 7655 DONOR DESIGNATIONS 29 2 BASIC NEEDS 211 10 5335 BASIC NEEDS COMMUNITY IMP 220 277020 BASIC NEEDS CYD 79107 8 2882 BASIC NEEDS PBHA 10 4068 SCHEDULE I, PAGE 1, PART I, LINE 2 THE RECIPIENTS PROVIDE QUARTERLY (IN SOME CASES, MONTHLY) FINANCIALS FOR REVIEW BY THE FINANCIAL ACCOUNTABILITY COMMITTEE. THEY ALSO PROVIDE MONTHLY REPORTS TO THE COMMUNITY IMPACT DIRECTOR WHICH SHOW OUTPUTS/OUTCOMES TIED BACK TO THE FUNDS RECEIVED. FORM 990 - ORGANIZATION'S MISSION OUR MISSION IS TO IMPROVE LIVES THROUGH THE CARING POWER OF COMMUNITY. UNITED WAY RECRUITS PEOPLE AND ORGANIZATIONS WHO BRING PASSION, EXPERTISE AND RESOURCES NEEDED TO RAISE THE MONEY TO GET THINGS DONE. WE MOBILIZE THESE COMMUNITY RESOURCES AND VOLUNTEERS TO MEET HUMAN SERVICE NEEDS. WE CONNECT PEOPLE TO SERVICES 24/7 THROUGH 2-1-1 TEXAS. THE UNITED WAY OF AMARILLO & CANYON IS AT THE FOREFRONT OF MAKING SYSTEMIC CHANGES IN THE AREAS OF EDUCATION, INCOME AND HEALTH, CREATING OPPORTUNITIES FOR A BETTER LIFE FOR ALL. FORM 990, PAGE 1, PART I, LINE 6 UNITED WAY WORLD WIDE REQUIRES AN ANNUAL REPORT THAT SEEKS THIS INFORMATION. THE ESTIMATE INCLUDES THE FOLLOWING DETAIL: BOARD/POLICY MAKING VOLUNTEERS - 29 CAMPAIGN VOLUNTEERS - 90 COMMUNITY IMPACT VOULNTEERS - 34 OTHER VOLUNTEERS - 419 FORM 990, PAGE 2, PART III, LINE 4D PANHANDLE BEHAVORIAL HEALTH ALLIANCE (PBHA) WORKS TO IMPROVE THE BEHAVIOR HEALTH LIFE-CYCLE OF CARE FOR PEOPLE OF THE TEXAS PANHANDLE. UNITED WAY ALSO HAS A COMMITMENT TO IMPROVING HEALTH OUTCOMES IN OUR COMMUNITIES.UNITED WAY IS ALSO THE FISCAL AGENT RESPONSIBLE FOR THE PBHA PROGRAM. FUNDING FOR THIS PROGRAM IS MADE AVAILABLE THROUGH THE TEXAS HEALTH AND HUMAN SERVICES COMMISSION BY THE PASSING OF HB13 IN THE 2018 TEXAS LEGISLATIVE BIENNIUM, LOCAL FOUNDATIONS, AND CORPORATE DONORS. FORM 990, PAGE 6, PART VI, LINE 11B -THE FORM 990 WILL BE PRESENTED FIRST TO THE FINANCE COMMITTEE FOR AN IN- DEPTH REVIEW. THE FORM 990 WILL THEN BE PRESENTED BY THE TREASURER TO THE EXECUTIVE COMMITTEE PRIOR TO FILING FOR THEIR REVIEW. THE FULL BOARD OF TRUSTEES WILL THEN HAVE AN OPPORTUNITY TO REVIEW THE FORM AND ASK ANY QUESTIONS EITHER AT A NORMAL BOARD MEETING OR ELECTRONICALLY. FORM 990, PAGE 6, PART VI, LINE 12C UNITED WAY OF AMARILLO & CANYON GUIDELINES REGARDING THE CONFLICTS OF INTEREST POLICY THESE GUIDELINES SHALL CONTROL THE EFFECT AND OPERATION OF THE CONFLICTS OF INTEREST POLICY OF UNITED WAY OF AMARILLO & CANYON. GUIDELINE 1 A FIDUCIARY WILL NOT BE DEEMED TO HAVE A CONFLICT OF INTEREST WITH UNITED WAY MERELY BECAUSE THAT FIDUCIARY, OR HIS OR HER BUSINESS, ENTERPRISE, ORGANIZATION, FRIEND, OR FAMILY MEMBER PROVIDES GOODS OR SERVICES TO UNITED WAY IN CIRCUMSTANCES WHERE THAT PERSON OR ENTITY IS THE ONLY PRACTICAL PROVIDER. EXAMPLES OF SUCH CIRCUMSTANCES WOULD BE THE PROVIDING OF UTILITIES TO UNITED WAY. GUIDELINE 2 A VOLUNTEER WHO IS FIDUCIARY HAVING A CONFLICT OF INTEREST WITH UNITED WAY SHALL NOT BE PREVENTED FROM PARTICIPATING IN DISCUSSIONS REGARDING, AND VOTING ON, ISSUES OR DECISIONS INDIRECTLY AFFECTED BY THAT CONFLICT OF INTEREST. AN EXAMPLE OF THIS CIRCUMSTANCE WOULD BE DISCUSSION OF AND VOTING ON THE BUDGET OF UNITED WAY WHEN A CONTRACT THAT IS THE SUBJECT OF THE CONFLICT OF INTEREST IS INCLUDED IN THAT BUDGET. IF, HOWEVER, THE MATTER THAT IS THE SUBJECT OF THE CONFLICT OF INTEREST IS SPECIFICALLY ADDRESSED IN THE BUDGET DISCUSSIONS, THEN THE FIDUCIARY HAVING THE CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN THE SPECIFIC DISCUSSION REGARDING THAT MATTER AND SHALL LEAVE THE ROOM DURING THAT DISCUSSION. GUIDELINE 3 IF THERE IS A QUESTION CONCERNING WHETHER A FIDUCIARY SHOULD REFRAIN FROM DISCUSSION REGARDING A PARTICULAR MATTER AND LEAVE THE ROOM DURING THE DISCUSSION, THE OFFICER PRESIDING OVER THE MEETING SHALL DECIDE. THAT OFFICER'S DECISION WILL BE MADE IN HIS OR HER SOLE DISCRETION AND WILL BE FINAL. (ADOPTED OCTOBER 21,1993) IF A STAFF HAS A CONFLICT OF INTEREST OR A PERCEIVED CONFLICT OF INTEREST AND THERE IS A QUESTION CONCERNING WHETHER THE STAFF SHOULD SEVER A RELATIONSHIP, THEY WILL BRING IT TO THE CEO WHO, IN CONCERT WITH THE BOARD PRESIDENT, SHALL MAKE THE DECISION. FORM 990, PAGE 6, PART VI, LINE 15A THE PROCESS FOR DETERMINING COMPENSATION FOR THE CEO AND OTHER KEY EMPLOYEES WAS HANDLED, IN PART, BY A SUBCOMMITTEE ESTABLISHED TO REVIEW COMPENSATION FROM LIKE-SIZED UNITED WAYS TO DETERMINE SALARY/HOURLY WAGES FOR THE DIFFERENT JOB DESCRIPTIONS. THESE DISCUSSIONS WERE HELD IN EXECUTIVE SESSION SO CONTEMPORANEOUS SUBSTANTIATION OF THE DISCUSSION AND DECISION DO NOT EXIST. HOWEVER, THE RESULTS OF THE DECISIONS WERE MADE AVAILABLE TO THE FINANCE DIRECTOR FOR THE EXPLICIT PURPOSE OF INCORPORATING THE RAW DATA INTO THE UPCOMING BUDGET, WHICH WAS APPROVED BY THE BOARD OF TRUSTEES, AS RECOMMENDED BY THE EXECUTIVE BOARD. THE RANGES SET DURING THAT PROCESS ARE STILL IN USE FOR CURRENT STAFF COMPENSATION. THE CEO'S SALARY IS DETERMINED BY THE BOARD. THE CEO HAS BEEN GIVEN THE AUTHORITY TO APPROVE THE COMPENSATION OF THE REMAINDER OF THE STAFF WITHIN THE BOUNDARIES SET BY THE BOARD OF TRUSTEES. FORM 990, PAGE 6, PART VI, LINE 15B THE PROCESS FOR DETERMINING COMPENSATION FOR THE CEO AND OTHER KEY EMPLOYEES WAS HANDLED, IN PART, BY A SUBCOMMITTEE ESTABLISHED TO REVIEW COMPENSATION FROM LIKE-SIZED UNITED WAYS TO DETERMINE SALARY/HOURLY WAGES FOR THE DIFFERENT JOB DESCRIPTIONS. THESE DISCUSSIONS WERE HELD IN EXECUTIVE SESSION SO CONTEMPORANEOUS SUBSTANTIATION OF THE DISCUSSION AND DECISION DO NOT EXIST. HOWEVER, THE RESULTS OF THE DECISIONS WERE MADE AVAILABLE TO THE FINANCE DIRECTOR FOR THE EXPLICIT PURPOSE OF INCORPORATING THE RAW DATA INTO THE UPCOMING BUDGET, WHICH WAS APPROVED BY THE BOARD OF TRUSTEES, AS RECOMMENDED BY THE EXECUTIVE BOARD. THE RANGES SET DURING THAT PROCESS ARE STILL IN USE FOR CURRENT STAFF COMPENSATION. THE CEO'S SALARY IS DETERMINED BY THE BOARD. THE CEO HAS BEEN GIVEN THE AUTHORITY TO APPROVE THE COMPENSATION OF THE REMAINDER OF THE STAFF WITHIN THE BOUNDARIES SET BY THE BOARD OF TRUSTEES. FORM 990, PAGE 6, PART VI, LINE 19 WE MAKE OUR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS, AVAILABLE TO THE PUBLIC BY INSPECTION AT OUR OFFICE DURING NORMAL BUSINESS HOURS, WHICH ARE 8:00 AM TO 5:00 PM, MONDAY THROUGH THURSDAY, EXCLUDING HOLIDAYS. FORM 990, PART XI, LINE 9 DIRECT FUNDRAISING EXPENSES ON STATEMENT OF REVENUE 181,592 IN-KIND REVENUE 3,596 DESIGNATED PLEDGES -277,303 DIRECT FUNDRAISING EXPENSES ON STATEMENT OF REVENUE -181,592 DESIGNATED PLEDGES 277,303 TOTAL 3,596