United Way of Lake County Inc

“The executive committee has all power and authority to act for the board of directors between regular board meetings and in emergencies. The executive committee has such power as is delegated by the board. The executive committee consists of a minimum of eight directors, including the chair of the board. Additional directors may be elected to serve as at-large voting members of the executive committee from time to time by the board of directors. The executive committee has the authority to determine the annual operating budget, salary and benefit schedules, subject to the ratification of the aggregate amount by the board of directors.”

“The members of this corporation shall be one class of termed members. Each contributor to the uwlc campaign shall be entitled to membership in the uwlc and shall be known as a member during the year for which the gift was made.”

“A review of the form 990 was conducted by the finance & audit committee of the board of directors and certain key uwlc staff members during the finance & audit committee meeting on february 12, 2026 prior to the filing of the form 990. Copies of the form 990 were emailed to the finance & audit committee and key uwlc staff members: the president & ceo, the vice president of resource development and the manager of finance. Questions or comments from the finance & audit committee and the key staff members concerning the form 990 were solicited and shared. Following the review, the form 990 was provided to each of the voting members of the board of directors prior to the filing of the form 990.”

“The organization has two code of ethics policies (collectively referred to as "the ethics policies") covering (1) employees and (2) volunteers and representatives (including board of directors and its committees) of uwlc and close family members of employees and volunteers and representatives. The ethics policies cover, among other topics and when applicable, accountability and efficiency; responsibilities to (of) volunteers and representatives; vendor relations; equal opportunity; conflict of interest; personal gain; favoritism; solicitations; confidential information and disclosure. Regarding conflicts of interest, uwlc employees, volunteers and representatives are prohibited from participating in any activity or outside business venture for financial gain or otherwise that conflicts with uwlc's best interests, including involvement with a current or potential vendor, grantee or competing organization, unless disclosed to and not deemed to be inappropriate by the president and ceo or board chairperson. Each uwlc employee, volunteer and representative is annually required to complete, sign and forward responses to a conflict of interest statement. The results of the annual certification procedure are summarized and available to the board of directors. Uwlc employees, volunteers or representatives having a good faith complaint regarding accounting, internal auditing controls, auditing matters in general and/or other concerns specifically noted in the ethics policies (collectively referred to as "ethical financial concerns") must submit an ethical financial concern to the staff ethics officer (director of administration) or current board chairperson in person, by telephone or by letter. All ethical financial concerns are recorded by the staff ethics officer and forwarded to the board chairperson. The board chairperson makes an initial determination if the ethical financial concern should be further investigated, and if so, may designate an appropriate board member(s) or outside counsel/advisors to conduct such an investigation. On not less than a semi-annual basis, the staff ethics officer will report to the board as to the status of all ethical financial concerns that have been received.”

“The chair of the uwlc board of directors reviews the performance and compensation of the president & ceo ("top management official"). Annually, the board chair conducts a performance evaluation of the president & ceo. Any salary adjustment for the president & ceo is communicated to the director of administration. Uwlc uses a market pricing/job slotting system as the best fit for its total compensation philosophy. Using job descriptions as a base, "benchmark jobs" (jobs common to similar organizations typically surveyed) were identified. Approximately 23 jobs were selected as benchmark jobs. These jobs were competitively priced to the labor market. All non-benchmark jobs were compared and ranked as to job responsibilities in comparison to the benchmark jobs to determine appropriate salary range placement. Uwlc uses appropriate published salary surveys to research competitive market data and establish external equity. Surveys used include (not inclusive): association forum of chicagoland -- compensation & benefits survey for not-for-profits; abbott, langer association surveys - not-for-profits; sullivan & cotter - chicago benchmark compensation study; watson wyatt - office personnel report and united way worldwide - salary survey. Using external competitive salary data and internal job rankings, a salary structure was created. Benchmark jobs were placed in salary ranges based on competitive market data and non-benchmark jobs were placed based on a comparison of internal jobs and job families. Salary ranges are reviewed and revised when the need is indicated by changes in competitive pay targets for the labor market as established by survey data. Salary ranges are reviewed, a minimum of, every three years by the finance & audit committee of the board of directors. Compensation surveys are conducted periodically for existing and newly-created positions to confirm that uwlc's salary ranges are competitive.”

“Uwlc's form 1023, application for recognition of exemption, is available to the public upon request. Uwlc makes its form 990 available to the public on uwlc's website at http://www.uwlakeco.org/.”

“Uwlc makes its governing documents, the bylaws and articles of incorporation, and its conflict of interest policy available to the public upon request. The most recent audited financial statements are available at uwlc's website at http://www.uwlakeco.org/.”

“United way of metropolitan chicago inc. Provides support services to uwlc. These services are donor processing and financial services. The donor processing includes processing of donor pledges, issuance of tax receipts, credit card and stock donation processing, agency notification of donor designation payouts and processing of pledge payments. Financial services include bookkeeping services, audit support, and payment of expenses and agency allocations.”

“Board/policy making volunteers: 26 loaned executives: 0 internal campaign coordinators: 55 community impact/community building volunteers: 84 direct service volunteers: 158 day(s) of service volunteers: 856 total: 1,179”