The Urban Alliance Foundation Inc

“While committees exist, they do not have the authority to act on behalf of the governing body. A written summary of committee activities is presented at board meetings, and key matters are voted upon by the board of directors.”

“The finance team executes the foundation's accounting and finance functions. The finance team coordinates the annual audit and completion of the federal form 990 by the foundation's outside cpa firm, cbiz advisors, llc. The accounting and finance responsibilities of the finance team are documented in job descriptions which are retained in personnel files. Once the audit is complete, the audit staff of cbiz advisors, llc provides audited financial data to the tax department at cbiz advisors, llc who prepares a draft copy of the federal form 990. In addition, cbiz advisors, llc prepares a list of additional information required for the federal form 990, which the finance team provides directly to the tax staff. A draft copy of the federal form 990 is sent to the finance team for review. The finance team ensures that all financial figures included on the federal form 990 correspond to financial data given to the auditors and reviews the answers to the non-financial questions for propriety. Any questions in regard to the amounts appearing on the federal form 990 are discussed with cbiz advisors, llc. Any necessary changes are made and a revised draft is generated by cbiz advisors, llc and sent to the finance team for secondary review. Once the revised draft is approved by the finance team, it is then reviewed with the foundation's chief executive officer (ceo) and chief operating officer (coo) or designated board appointee. The finance team point out how the financial figures from the audit have been properly included on the federal form 990 and review the answers to the non-financial questions to ensure they represent current activities. An additional review of the draft federal form 990 is performed by the board finance committee, which consists of the board chair, the board treasurer, the board secretary, the ceo, the coo, the chief development officer (cdo) and the finance team. Once the board finance committee's approval is obtained, the draft is presented to the board of directors for final review. Once the board of directors confirms their review, cbiz advisors, llc is notified that the final federal form 990 can be e-filed. The ceo provides cbiz advisors, llc with signed electronic authorization to file the final federal form 990. Cbiz advisors, llc then electronically files the final federal form 990 with the internal revenue service and provides the foundation with a final pdf copy of the federal form 990, which is kept for the foundation's office records.”

“The foundation's conflict of interest policy for employees is included in the employee manual. The employee manual is posted on the foundation's shared network drive and in paycom, the foundation's online payroll and hr platform. During a new employee's orientation period, the director of human capital and operations (dhco)/human resources manager (hrm) and/or chief operating officer (coo) reviews information contained in the employee manual with the new employee. New employees are required to read the employee manual and sign an acknowledgment that they have read and understood policies outlined therein. When changes to the employee manual are made, the dhco/hrm/coo are responsible for properly communicating such changes to all staff. On an annual basis, the foundation conducts a staff retreat away from the office. Due to the covid-19 pandemic the foundation transitioned to a virtual staff retreat in 2020. One of many topics covered during the retreat is the high expectation for professional conduct for all staff. Integral to the foundation's success is the ardent following of the foundation's core values. The foundation's core values are defined in the employee manual and are visibly posted around the foundation's offices. One of these core values is "dedication to mission and results from mission" which is defined as "making decisions based upon the mission and vision." on an annual basis, all employees receive a performance review. As part of this review, all staff are evaluated based upon core competencies related to his/her position. A section of this evaluation is directed at determining how well an employee's conduct supports the core values of the organization and how well a staff member conducts himself/herself in a professional-like manner. When an employee leaves the foundation, the hrm/dhco/coo conducts an exit interview with the staff emphasizing their responsibilities to represent the foundation in a professional manner and that all the foundation property that was in their use must remain at the foundation.”

“The foundation's conflict of interest policy for employees is included in the employee manual. The employee manual is posted on the foundation's shared network drive and in paycom, the foundation's online payroll and hr platform. During a new employee's orientation period, the director of human capital and operations (dhco)/human resources manager (hrm) and/or chief operating officer (coo) reviews information contained in the employee manual with the new employee. New employees are required to read the employee manual and sign an acknowledgment that they have read and understood policies outlined therein. When changes to the employee manual are made, the dhco/hrm/coo are responsible for properly communicating such changes to all staff. On an annual basis, the foundation conducts a staff retreat away from the office. Due to the covid-19 pandemic the foundation transitioned to a virtual staff retreat in 2020. One of many topics covered during the retreat is the high expectation for professional conduct for all staff. Integral to the foundation's success is the ardent following of the foundation's core values. The foundation's core values are defined in the employee manual and are visibly posted around the foundation's offices. One of these core values is "dedication to mission and results from mission" which is defined as "making decisions based upon the mission and vision." on an annual basis, all employees receive a performance review. As part of this review, all staff are evaluated based upon core competencies related to his/her position. A section of this evaluation is directed at determining how well an employee's conduct supports the core values of the organization and how well a staff member conducts himself/herself in a professional-like manner. When an employee leaves the foundation, the hrm/dhco/coo conducts an exit interview with the staff emphasizing their responsibilities to represent the foundation in a professional manner and that all the foundation property that was in their use must remain at the foundation.”

“The foundation does not publicly post governing documents or the conflict of interest policy. The conflict of interest policy is incorporated into the employee manual which is posted internally on the foundation's shared network drive. As part of the grant writing process, potential funders may request additional information from the foundation. After approval of the ceo, the foundation provides requested documentation such as an irs determination letter, audited financial statements, federal forms 990, etc. To a requesting funder. The foundation posts its latest audited financial statements and federal form 990 to its website. The foundation posts an annual report to its website. This report includes condensed information from the audited financial statements”