TY 2016 Form 990 Schedule O

Instrumentl eFile RenderObject ID: 201820539349300217 - Rendered 2025-01-02 TIN: 42-0680425

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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Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.

OMB No. 1545-0047

2016

Open to Public
Inspection

Name of the organization

UNITED WAY OF CENTRAL IOWA

Employer identification number

42-0680425

Return Reference	Explanation
FORM 990, PART VI, SECTION A, LINE 2	B. CUSHING, S. RADIA, AND A. FRANKLIN HAVE A BUSINESS RELATIONSHIP. N. EVERETT AND G. VAN GUNDY HAVE A BUSINESS RELATIONSHIP. M. CODINA AND F. CODEL HAVE A BUSINESS RELATIONSHIP. J. PINGEL AND C. JONES HAVE A BUSINESS RELATIONSHIP. T. AHART AND A. HANNA HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 4	IN DECEMBER 2016, THE ORGANIZATION AMENDED ITS BY-LAWS WITH REGARD TO THE FOLLOWING: -A SUNSET PROVISION ALLOWING FOR A BOARD OF GREATER THAN 35 MEMBERS WAS REMOVED -A PROVISION ALLOWING THE CHAIR TO SELECT THE CHAIR OF A MEETING WHEN THE CHAIR OR CHAIR-ELECT ARE UNAVAILABLE WAS ADDED -THE REQUIREMENT THAT THE CHAIR REPRESENT THE BOARD IN THE FORMULATION OF THE GENERAL OFFICE POLICIES OF UNITED WAY WAS REMOVED -PERMITTING THE CHAIR TO NOMINATE THE VICE-CHAIR-FINANCE/AUDIT WAS ADDED -A REQUIREMENT FOR THE SECRETARY TO BE RESPONSIBLE FOR THE MINUTES OF ALL BOARD AND COMMITTEE MEETINGS WAS ADDED -REMOVING THE REQUIREMENT FOR THE PRESIDENT TO ATTEND ALL MEETINGS OF THE COMMITTEES -THE AUTHORITY OF THE EXECUTIVE COMMITTEE WAS REVISED TO REQUIRE THE EXECUTIVE COMMITTEE TO EITHER ENGAGE THE BOARD OR REPORT TO THE BOARD ON MATTERS OF SIGNIFICANCE, AS OPPOSED TO REPORTING ON ALL ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE
FORM 990, PART VI, SECTION B, LINE 11B	THE APPROVAL OF FORM 990 IS DELEGATED BY THE EXECUTIVE COMMITTEE TO THE FINANCE/AUDIT COMMITTEE OF UNITED WAY. THE FINANCE/AUDIT COMMITTEE, WITH THE TAX PREPARERS, REVIEWS AND APPROVES THE FORM 990 ON BEHALF OF THE BOARD. UPON COMMITTEE APPROVAL AND PRIOR TO FILING, THE FORM 990 IS DELIVERED TO THE FULL BOARD.
FORM 990, PART VI, SECTION B, LINE 12C	THE CONFLICT OF INTEREST POLICY IS INCLUDED IN THE ORGANIZATION'S CODE OF ETHICS AND BOARD MEMBERS, OFFICERS, AND STAFF ARE REQUIRED TO AFFIRM COMPLIANCE ANNUALLY. THIS PROCESS IS MANAGED BY THE CEO AND / OR COO OF UNITED WAY AND REPORTS ARE MADE TO AN OFFICER OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 15	CEO AND OFFICER COMPENSATION IS APPROVED BY THE EXECUTIVE COMMITTEE AND PRESENTED TO THE BOARD OF DIRECTORS, UPON REVIEW OF INDEPENDENT MARKET DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. COMPENSATION DECISIONS ARE DOCUMENTED IN THE ORGANIZATION'S BOOKS AND RECORDS. COMPENSATION REVIEW IS CONDUCTED BY THE BOARD ANNUALLY.
FORM 990, PART VI, SECTION C, LINE 19	GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE UNITED WAY OF CENTRAL IOWA'S WEBSITE.
FORM 990, PART XI, LINE 9:	CHANGE IN VALUE OF BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 981,111.
FORM 990, PART XII, LINE 2C:	THE ORGANIZATION'S FINANCE/AUDIT COMMITTEE HAS PRIMARY RESPONSIBILITY FOR THE AUDIT REVIEW AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THE FINANCE/AUDIT AND EXECUTIVE COMMITTEES, ALONG WITH THE BOARD OF DIRECTORS, MEET TO REVIEW AND DISCUSS THE INDEPENDENT AUDITOR'S REPORT WITH THE AUDITORS. THE REPORT IS APPROVED AT THE BOARD MEETING BEFORE ISSUANCE.

Return Reference

Explanation

FORM 990, PART VI, SECTION A, LINE 2

B. CUSHING, S. RADIA, AND A. FRANKLIN HAVE A BUSINESS RELATIONSHIP. N. EVERETT AND G. VAN GUNDY HAVE A BUSINESS RELATIONSHIP. M. CODINA AND F. CODEL HAVE A BUSINESS RELATIONSHIP. J. PINGEL AND C. JONES HAVE A BUSINESS RELATIONSHIP. T. AHART AND A. HANNA HAVE A BUSINESS RELATIONSHIP.

FORM 990, PART VI, SECTION A, LINE 4

IN DECEMBER 2016, THE ORGANIZATION AMENDED ITS BY-LAWS WITH REGARD TO THE FOLLOWING: -A SUNSET PROVISION ALLOWING FOR A BOARD OF GREATER THAN 35 MEMBERS WAS REMOVED -A PROVISION ALLOWING THE CHAIR TO SELECT THE CHAIR OF A MEETING WHEN THE CHAIR OR CHAIR-ELECT ARE UNAVAILABLE WAS ADDED -THE REQUIREMENT THAT THE CHAIR REPRESENT THE BOARD IN THE FORMULATION OF THE GENERAL OFFICE POLICIES OF UNITED WAY WAS REMOVED -PERMITTING THE CHAIR TO NOMINATE THE VICE-CHAIR-FINANCE/AUDIT WAS ADDED -A REQUIREMENT FOR THE SECRETARY TO BE RESPONSIBLE FOR THE MINUTES OF ALL BOARD AND COMMITTEE MEETINGS WAS ADDED -REMOVING THE REQUIREMENT FOR THE PRESIDENT TO ATTEND ALL MEETINGS OF THE COMMITTEES -THE AUTHORITY OF THE EXECUTIVE COMMITTEE WAS REVISED TO REQUIRE THE EXECUTIVE COMMITTEE TO EITHER ENGAGE THE BOARD OR REPORT TO THE BOARD ON MATTERS OF SIGNIFICANCE, AS OPPOSED TO REPORTING ON ALL ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE

FORM 990, PART VI, SECTION B, LINE 11B

THE APPROVAL OF FORM 990 IS DELEGATED BY THE EXECUTIVE COMMITTEE TO THE FINANCE/AUDIT COMMITTEE OF UNITED WAY. THE FINANCE/AUDIT COMMITTEE, WITH THE TAX PREPARERS, REVIEWS AND APPROVES THE FORM 990 ON BEHALF OF THE BOARD. UPON COMMITTEE APPROVAL AND PRIOR TO FILING, THE FORM 990 IS DELIVERED TO THE FULL BOARD.

FORM 990, PART VI, SECTION B, LINE 12C

THE CONFLICT OF INTEREST POLICY IS INCLUDED IN THE ORGANIZATION'S CODE OF ETHICS AND BOARD MEMBERS, OFFICERS, AND STAFF ARE REQUIRED TO AFFIRM COMPLIANCE ANNUALLY. THIS PROCESS IS MANAGED BY THE CEO AND / OR COO OF UNITED WAY AND REPORTS ARE MADE TO AN OFFICER OF THE BOARD OF DIRECTORS.

FORM 990, PART VI, SECTION B, LINE 15

CEO AND OFFICER COMPENSATION IS APPROVED BY THE EXECUTIVE COMMITTEE AND PRESENTED TO THE BOARD OF DIRECTORS, UPON REVIEW OF INDEPENDENT MARKET DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. COMPENSATION DECISIONS ARE DOCUMENTED IN THE ORGANIZATION'S BOOKS AND RECORDS. COMPENSATION REVIEW IS CONDUCTED BY THE BOARD ANNUALLY.

FORM 990, PART VI, SECTION C, LINE 19

GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE UNITED WAY OF CENTRAL IOWA'S WEBSITE.

FORM 990, PART XI, LINE 9:

CHANGE IN VALUE OF BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 981,111.

FORM 990, PART XII, LINE 2C:

THE ORGANIZATION'S FINANCE/AUDIT COMMITTEE HAS PRIMARY RESPONSIBILITY FOR THE AUDIT REVIEW AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THE FINANCE/AUDIT AND EXECUTIVE COMMITTEES, ALONG WITH THE BOARD OF DIRECTORS, MEET TO REVIEW AND DISCUSS THE INDEPENDENT AUDITOR'S REPORT WITH THE AUDITORS. THE REPORT IS APPROVED AT THE BOARD MEETING BEFORE ISSUANCE.

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

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2016

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