United Way of Central Indiana Inc

“The organization's form 990 is available to the public on the organization website.”

“The Executive Committee shall, from time to time, consist of the following members of the Board of Directors: the Board Chair, Chair-Elect, immediate past Board Chair, Secretary, Treasurer, Chairs of the Standing Committees, the Community Engagement Chair, and five (5) at-large members selected in accordance with Article I, Section 3, of these Bylaws. The President and Chief Executive Officer shall serve as a member of the Executive Committee with full voting rights. The Board Chair shall act as chair of the Executive Committee and the President and Chief Executive Officer shall act as the secretary of the Executive Committee. During the intervals between meetings of the Board of Directors and subject to such limitations as may be imposed by law, the Articles of Incorporation, or these Bylaws, the Executive Committee shall have and may exercise all the authority of the Board of Directors in the management of the Corporation, except that no action shall be taken which shall conflict with the express policies of the Board of Directors.”

“Ann Murtlow and Jean Wojtowicz - Business relationship”

“Form 990 is prepared by UWCI's Director of Finance and its COO/CFO and reviewed by Crowe tax experts prior to submission to UWCI's Audit and Finance Committee. The Audit and Finance Committee all review Form 990 in their October meeting each year prior to the October Board meeting. Chair of the Audit Committee presented Form 990 information to the Board of Directors on October 24, 2018. The form was electronically provided to each board member before the meeting and hard copies of the return and presentation were also available at the meeting. A representative of the independent accounting firm was also present at the board meeting.”

“United Way of Central Indiana (UWCI) requires all board members, members of key committees, officers, key employees, and highly compensated employees to complete a conflict of interest questionnaire. The questionnaires are reviewed by the COO/CFO and any conflicts disclosed in the questionnaires are reported to the Audit and Finance Committee and the Governance Committee for evaluation and to determine if there are actual or potential conflicts of interest. Individuals with a conflict abstain from voting on related issues. UWCI also has established an Ethics Officer. The Ethics Officer is a member of the Board of Directors and addresses any ethic concerns that may arise.”

“An Executive Compensation/Evaluation Committee meets annually to evaluate the performance of the President and to establish annual compensation adjustments. Comparability data, including studies provided by the United Way of America and other relevant benchmarks, are used to determine compensation. The process and decisions are documented in the committee minutes. A full independent compensation study is conducted every three years.”

“The Executive Compensation Committee also reviews the salaries for all senior executives, including the Assistant Treasurer & COO/CFO. Comparability data, including studies provided by the United Way of America and other relevant benchmarks, is used to determine compensation. The process and decisions are documented in the committee minutes. This process is done on an annual basis with a full independent compensation study every three years.”

“The organization's governing documents, conflict of interest policy, code of ethics, Form 990 and financial statements are available on our website and to the public upon request.”

“(Expenses $ 3,935,670 including grants of $ 2,551,856) UWCI helps individuals and families build strong, stable foundations through resources and programs that enable them to achieve stable employment and financial literacy. We invest in partners that offer job training and placement, financial education , free tax preparation and legal advice that help them succeed in work and in life. Our marquis financial stability initiative is the deployment of a Centers for Working Families model originally developed by the Annie E. Casey Foundation to provide people with the tools they need to increase their income (Earn it), reduce expenses through financial literacy (Keep it) and build wealth for their families (Grow it). Our CWF network is comprised of 12 neighborhood based centers that transition families from living paycheck to paycheck to investing in their future. The model provides services in three key areas: employment and career advancement, financial literacy and coaching, and access to income supports. By bundling such programs, the centers can provide a coaching approach in a one-stop convenient location for families in search of help. This year 4,151 individuals were served by the Centers for Working Families network and 1,838 unemployed individuals received the tools and skills they needed to achieve gainful employment. Through our Volunteer Income Tax Assistance program, we leveraged 230 volunteers to prepare approximately 7,500 tax returns for Central Indiana residents at no cost, bringing $9m in earned income tax credits back to those residents and the Central Indiana community.”

“UNRECOGNIZED PENSION GAIN - 130262; Adjustment to prior year uncollectible pledges - -303979;”