TY 2012 Form 990 Schedule O

efile Public Visual Render ObjectId: 201343199349304099 - Submission: 2013-11-15 TIN: 56-6063127

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.

OMB No. 1545-0047

2012

Open to Public
Inspection

Name of the organization

CHARLOTTE AREA FUND INC

Employer identification number

56-6063127

Identifier	Return Reference	Explanation
ORGANIZATION'S MISSION	FORM 990 - ORGANIZATION'S MISSION	THE CHARLOTTE AREA FUND'S MISSION, AS MECKLENBURG COUNTY'S DESIGNATED COMMUNITY ACTION AGENCY, IS TO PROVIDE PROGRAMS AND SERVICES THAT ASSIST ECONOMICALLY DISADVANTAGED CITIZENS WITH GAINING THE SKILLS AND ABILITIES NECESSARY TO BECOME SELF-SUFFICIENT.
ELECTION OF MEMBERS AND THEIR RIGHTS	FORM 990, PAGE 6, PART VI, LINE 7A	THE CAF BOARD OF DIRECTORS IS A TRIPARTITE BOARD COMPRISED OF REPRESENTATIVES FROM THREE MAJOR SECTORS OF THE COMMUNITY: ONE-THIRD LOW-INCOME PEOPLE OR THEIR REPRESENTATIVES, ON-THIRD ELECTED OFFICIALS OR THEIR DESIGNEES AND ONE-THIRD FROM THE PRIVATE SECTOR. THOSE LOW-INCOME SECTOR REPRESENTATIVES MUST BE ELECTED BY A MAJORITY OF THE REPRESENTED ORGANIZATION'S MEMBERS. THOSE REPRESENTING ELECTED OFFICIALS ARE APPOINTED, BUT THE OFFICIALS THEY REPRESENT MUST BE ELECTED.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	THE 990 IS REVIEWED WITH THE EXECUTIVE DIRECTOR, OPERATIONS DIRECTOR/FISCAL OFFICER AND EXTERNAL AUDIT MANAGER AS PART OF THE PERLIMINARY REVIEW OF THE AUDIT REPORT PRIOR TO THE PRESENTATION TO THE TREASURER/FINANCE COMMITTEE WHO REVIEW AND PRESENT THE AUDIT TO THE BOARD WITH A RECOMMENDATION FOR ACCEPTANCE.
ENFORCEMENT OF CONFLICTS POLICY	FORM 990, PAGE 6, PART VI, LINE 12C	THE PROCESS COMMENCES WITH A REVIEW OF THE CONFILICT OF INTEREST POLICY INCLUDED IN THE AGENCY'S BYLAWS AND PERSONNEL POLICIES AND PROCEDURES MANUAL. AS REQUIRED BY THE CSBG APPLICATION, CAF MUST DISCLOSE THAT ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES HAVE REVIEWED THE CONFLICT OF INTEREST POLICY AND NO VIOLATIONS HAVE OCCURRED.
COMPENSATION PROCESS FOR TOP OFFICIAL	FORM 990, PAGE 6, PART VI, LINE 15A	EACH YEAR THE CAF BOARD OF DIRECTORS DETERMINE SALARY ADJUSTMENTS TO ALL AGENCY SALARIES INCLUDING THE ECECUTIVE DIRECTOR. THE AGENCY ALSO CONDUCTS A SALARY SURVEY PERIODICALLY TO REVIEW COMPARATIVE SALARY DATA FOR THE AGENCY'S POSITIONS. THIS INFORMATION IS PROVIDED OT THE BOARD FOR THEIR DELIBERATION RELEVANT TO ANY SALARY ADJUSTMENTS THAT MAY BE REQUIRED.
COMPENSATION PROCESS FOR OFFICERS	FORM 990, PAGE 6, PART VI, LINE 15B	SAME AS 15A
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	THE AFOREMENTIONED DOCUMENTS ARE INCLUDED IN THE AGENCY BYLAWS WHICH IS AVAILABLE FOR PUBLIC REVIEW. THE FINANCIAL STATEMENTS ARE INCLUDED IN THE BOARD MEETING MINUTES AND ARE AVAILABLE FOR REVIEW UPON REQUEST.

Identifier

Return Reference

Explanation

ORGANIZATION'S MISSION

FORM 990 - ORGANIZATION'S MISSION

THE CHARLOTTE AREA FUND'S MISSION, AS MECKLENBURG COUNTY'S DESIGNATED COMMUNITY ACTION AGENCY, IS TO PROVIDE PROGRAMS AND SERVICES THAT ASSIST ECONOMICALLY DISADVANTAGED CITIZENS WITH GAINING THE SKILLS AND ABILITIES NECESSARY TO BECOME SELF-SUFFICIENT.

ELECTION OF MEMBERS AND THEIR RIGHTS

FORM 990, PAGE 6, PART VI, LINE 7A

THE CAF BOARD OF DIRECTORS IS A TRIPARTITE BOARD COMPRISED OF REPRESENTATIVES FROM THREE MAJOR SECTORS OF THE COMMUNITY: ONE-THIRD LOW-INCOME PEOPLE OR THEIR REPRESENTATIVES, ON-THIRD ELECTED OFFICIALS OR THEIR DESIGNEES AND ONE-THIRD FROM THE PRIVATE SECTOR. THOSE LOW-INCOME SECTOR REPRESENTATIVES MUST BE ELECTED BY A MAJORITY OF THE REPRESENTED ORGANIZATION'S MEMBERS. THOSE REPRESENTING ELECTED OFFICIALS ARE APPOINTED, BUT THE OFFICIALS THEY REPRESENT MUST BE ELECTED.

ORGANIZATION'S PROCESS USED TO REVIEW FORM 990

FORM 990, PAGE 6, PART VI, LINE 11B

THE 990 IS REVIEWED WITH THE EXECUTIVE DIRECTOR, OPERATIONS DIRECTOR/FISCAL OFFICER AND EXTERNAL AUDIT MANAGER AS PART OF THE PERLIMINARY REVIEW OF THE AUDIT REPORT PRIOR TO THE PRESENTATION TO THE TREASURER/FINANCE COMMITTEE WHO REVIEW AND PRESENT THE AUDIT TO THE BOARD WITH A RECOMMENDATION FOR ACCEPTANCE.

ENFORCEMENT OF CONFLICTS POLICY

FORM 990, PAGE 6, PART VI, LINE 12C

THE PROCESS COMMENCES WITH A REVIEW OF THE CONFILICT OF INTEREST POLICY INCLUDED IN THE AGENCY'S BYLAWS AND PERSONNEL POLICIES AND PROCEDURES MANUAL. AS REQUIRED BY THE CSBG APPLICATION, CAF MUST DISCLOSE THAT ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES HAVE REVIEWED THE CONFLICT OF INTEREST POLICY AND NO VIOLATIONS HAVE OCCURRED.

COMPENSATION PROCESS FOR TOP OFFICIAL

FORM 990, PAGE 6, PART VI, LINE 15A

EACH YEAR THE CAF BOARD OF DIRECTORS DETERMINE SALARY ADJUSTMENTS TO ALL AGENCY SALARIES INCLUDING THE ECECUTIVE DIRECTOR. THE AGENCY ALSO CONDUCTS A SALARY SURVEY PERIODICALLY TO REVIEW COMPARATIVE SALARY DATA FOR THE AGENCY'S POSITIONS. THIS INFORMATION IS PROVIDED OT THE BOARD FOR THEIR DELIBERATION RELEVANT TO ANY SALARY ADJUSTMENTS THAT MAY BE REQUIRED.

COMPENSATION PROCESS FOR OFFICERS

FORM 990, PAGE 6, PART VI, LINE 15B

SAME AS 15A

GOVERNING DOCUMENTS DISCLOSURE EXPLANATION

FORM 990, PAGE 6, PART VI, LINE 19

THE AFOREMENTIONED DOCUMENTS ARE INCLUDED IN THE AGENCY BYLAWS WHICH IS AVAILABLE FOR PUBLIC REVIEW. THE FINANCIAL STATEMENTS ARE INCLUDED IN THE BOARD MEETING MINUTES AND ARE AVAILABLE FOR REVIEW UPON REQUEST.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2012

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