TY 2019 Form 990 Schedule O

efile Public Visual Render ObjectId: 202012799349300826 - Submission: 2020-10-05 TIN: 23-1352095

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 990-EZ or to provide any additional information.
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Attach to Form 990 or 990-EZ.
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Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

UNITED WAY OF THE CAPITAL REGION

Employer identification number

23-1352095

Return Reference	Explanation
Form 990, Part III, Line 2	United Way of the Capital Region's pilot projects are making measurable impact on the lives of local individuals and families. The transition to this work began in 2017 when the United Way identified the most pressing needs and adopted a collective impact approach to solving problems with new and different partnerships. While all pilot projects are limited in scope, we have enhanced and expanded the projects this past year to serve more people in rural, suburban and urban areas. United Way serves as the backbone for these pilot projects and convene core solution partners to support the missions of the projects, mobilize funding to support enhancements and expansions, connect partners to wrap-around services and develop goals and methods to measure and report progress. At the same time, United Way continues to support the great work of our program partners. We remain a community fundraiser and a place where volunteers can connect with local opportunities.
Form 990, Part VI, Section B, Line 11b	990 and other audited financial statements are made available to committee members prior to the September 2020 Finance Committee and Board meetings and the main schedules are reviewed at the meetings. Also, the calculation of the organization's overhead rate is discussed and reviewed as well as the United Way Worldwide membership standards. A complete copy of the Form 990 is made available to all Finance & Audit Committee and Board members.
Form 990, Part VI, Section B, Line 12c	To ensure the organization operates in a manner consistent with its status as an organization exempt from federal income tax, the Board of Directors authorizes and oversees an annual review of the administration of its conflict of interest policy. All Board members, Officers and employees are required to submit a signed form disclosing any conflicts of interest. The review shall consider the level of compliance with the policy, the continuing suitability of the policy and the need for any modifications to the policy.
Form 990, Part VI, Section B, Line 15	Annually, the Human Resources Committee reviews all staff compensation levels, which are contrasted and compared for reasonableness to salary levels at other United Ways and non-profits of similar size and within similar geographic regions. The Executive Committee also reviews and approves annually the compensation level of the CEO in comparison to other United Ways and non-profits of similar size using surveys and Form 990 information.
Form 990, Part VI, Section C, Line 19	Governing documents and conflicts of interest policies are periodically reviewed with the Board of Directors, are available to staff and can be made available to others upon request. The financial statements, which are reviewed by the Finance and Audit Committee and Board of Directors, are posted on our website along with the annual report and can be provided upon request.

Return Reference

Explanation

Form 990, Part III, Line 2

United Way of the Capital Region's pilot projects are making measurable impact on the lives of local individuals and families. The transition to this work began in 2017 when the United Way identified the most pressing needs and adopted a collective impact approach to solving problems with new and different partnerships. While all pilot projects are limited in scope, we have enhanced and expanded the projects this past year to serve more people in rural, suburban and urban areas. United Way serves as the backbone for these pilot projects and convene core solution partners to support the missions of the projects, mobilize funding to support enhancements and expansions, connect partners to wrap-around services and develop goals and methods to measure and report progress. At the same time, United Way continues to support the great work of our program partners. We remain a community fundraiser and a place where volunteers can connect with local opportunities.

Form 990, Part VI, Section B, Line 11b

990 and other audited financial statements are made available to committee members prior to the September 2020 Finance Committee and Board meetings and the main schedules are reviewed at the meetings. Also, the calculation of the organization's overhead rate is discussed and reviewed as well as the United Way Worldwide membership standards. A complete copy of the Form 990 is made available to all Finance & Audit Committee and Board members.

Form 990, Part VI, Section B, Line 12c

To ensure the organization operates in a manner consistent with its status as an organization exempt from federal income tax, the Board of Directors authorizes and oversees an annual review of the administration of its conflict of interest policy. All Board members, Officers and employees are required to submit a signed form disclosing any conflicts of interest. The review shall consider the level of compliance with the policy, the continuing suitability of the policy and the need for any modifications to the policy.

Form 990, Part VI, Section B, Line 15

Annually, the Human Resources Committee reviews all staff compensation levels, which are contrasted and compared for reasonableness to salary levels at other United Ways and non-profits of similar size and within similar geographic regions. The Executive Committee also reviews and approves annually the compensation level of the CEO in comparison to other United Ways and non-profits of similar size using surveys and Form 990 information.

Form 990, Part VI, Section C, Line 19

Governing documents and conflicts of interest policies are periodically reviewed with the Board of Directors, are available to staff and can be made available to others upon request. The financial statements, which are reviewed by the Finance and Audit Committee and Board of Directors, are posted on our website along with the annual report and can be provided 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) 2019

Software ID:	19009572
Software Version:	v1.00