United Way of Massachusetts Bay Inc

“Independent cpa firm reviews the annual form 990. A draft of the form 990 is provided to the audit committee for their review and discussion. In addition, the final draft is sent to the board of directors for review and approval prior to filing.”

“UWMB's CODE OF ETHICS IS INTENDED TO GUIDE AND ADVANCE THE ETHICAL CONDUCT OF BOTH VOLUNTEERS AND STAFF IN CARRYING OUT THEIR UWMB RESPONSIBILITIES. AS PART OF THE CODE OF ETHICS, ALL VOLUNTEERS AND STAFF MUST AVOID ANY CONFLICT OF INTEREST, OR THE APPEARANCE OF A CONFLICT OF INTEREST, WHICH COULD TARNISH THE REPUTATION OF UWMB OR UNDERMINE THE PUBLIC'S TRUST IN UWMB STAFF AND VOLUNTEERS. TO ENSURE THAT THE BEST INTERESTS OF UWMB ARE SERVED ALL VOLUNTEERS AND STAFF UPON FIRST BEING ELECTED, APPOINTED, HIRED OR ASSIGNED, DISCLOSES IN WRITING, TO THE BEST OF HIS OR HER KNOWLEDGE, ANY POTENTIAL BUSINESS OR AGENCY CONFLICTS OF INTERESTS THAT INVOLVE THE INDIVIDUAL, HIS OR HER IMMEDIATE RELATIVES, OR ANY ENTITY WITH WHICH HE OR SHE IS ASSOCIATED IN A SIGNIFICANT LEADERSHIP OR OWNERSHIP CAPACITY. THEREAFTER, THESE DISCLOSURES ARE UPDATED ANNUALY, OR SOONER IF CHANGED CIRCUMSTANCES IN A PARTICULAR CASE MAY WARRANT. THE TERMS OF ALL POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY MANAGEMENT AND REPORTED TO UWMB's AUDIT COMMITTEE ON AN ANNUAL BASIS. THE COMMITTEE DEVELOPS RECOMMENDATIONS AS TO WHETHER, ALL FACTORS CONSIDERED, A POTENTIAL CONFLICT IS FAIR AND REASONABLE AND IN THE BEST INTEREST OF UWMB AND PROVIDES THESE RECOMMENDATIONS TO UWMB'S BOARD FOR APPROVAL.”

“Each year, the Talent Committee, which is comprised of Board and non-Board members, reviews compensation, benchmarks and performance metrics for the top five positions in the leadership of the organization including the President and Chief Executive Officer. Every three years, the Talent Committee also completes a review of the external compensation market by engaging an executive compensation consultant to review the compensation and benefits package and set benchmarks for each position. All annual compensation changes are reviewed and approved each year by the Board of Directors following review and approvals by the Talent Committee and the Executive Committee of the Board and documented in the meeting minutes. The Chairperson of the Talent Committee who is also a member of the Board of Directors creates and maintains the documentation of the deliberations of the Committee meetings and the annual compensation decisions.”

“SEE PART VI, LINE 15A”

“Uwmb, upon request, will provide governing documents, conflict of interest policy, and audited financial statements. Uwmb's audited financial statements are available for public inspection at the massachusetts attorney general's office.”

“(Expenses $ 9,878,407 including grants of $ 9,878,407)(Revenue $ 195,253) DONORS TO THE CAMPAIGN MAY DESIGNATE ALL OR PART OF THEIR CONTRIBUTIONS TO SPECIFIC AGENCIES. SUCH AMOUNTS ARE NOT INCLUDED AS ALLOCATIONS TO AGENCIES AND ARE RECORDED AS A DEDUCTION FROM DONOR CONTRIBUTIONS IN THE AUDITED FINANCIAL STATEMENT OF ACTIVITIES. ALL DONOR DESIGNATIONS ARE VERIFIED FOR 501(C)(3) ELIGIBILITY AND COMPLIANCE WITH THE USA PATRIOT ACT”

“(Expenses $ 3,702,812 including grants of $ 2,334,271) PATHWAYS FOR YOUNG ADULTS Our goal is to ensure that opportunities for education and career advancement are available to all, regardless of race or ethnicity. We are working to create resources, programs and support systems that meet the needs of marginalized youth and young adults. We do this by: * Investing in 47 community-based organizations that provide education and career pathways to enable youth and young adults to obtain educational credentials, explore career interests, and complete training. * Ensuring that programs are more accessible and meet the needs of young people by recognizing that those who have not been on traditional pathways to college and career are best positioned to co-create more effective and adaptable solutions. * Advancing policies to scale innovative, proven solutions, refocusing public narratives, enacting new legislation and improving existing practices.”

“(Expenses $ 2,352,749 including grants of $ 1,359,774) PROGRAM ADMINISTRATION INCLUDES UWMB'S INTERNAL RESOURCE ALLOCATION TO SUPPORT CHILDREN, YOUTH AND FAMILY PROGRAMS.”