TY 2020 Form 990 Schedule O

Instrumentl eFile RenderObject ID: 202113079349300536 - Rendered 2024-04-30 TIN: 38-1360923

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

2020

Open to Public
Inspection

Name of the organization

HEART OF WEST MICHIGAN UNITED WAY

Employer identification number

38-1360923

Return Reference	Explanation
FORM 990, PART III, LINE 2	FUNDRAISING FOR COVID RELIEF EFFORTS FOR VULNERABLE POPULATIONS.
FORM 990, PART VI, SECTION B, LINE 11B	THE FINANCE AND AUDIT COMMITTEE REVIEWS THE FORM 990 IN DETAIL. IT IS THEN REVIEWED BY THE BOARD. IT IS THEN FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C	OFFICERS, DIRECTORS, KEY EMPLOYEES AND ALL OTHER EMPLOYEES ARE REQUIRED TO COMPLETE AND SIGN A CODE OF ETHICS AND CONFLICT OF INTEREST STATEMENT. THIS IS DONE ON AN ANNUAL BASIS AND UPON HIRE OF NEW EMPLOYEES. THE BOARD CHAIR AND THE PRESIDENT REVIEW ALL OFFICERS, BOARD OF DIRECTORS, AND KEY EMPLOYEE FORMS THAT SHOW A POTENTIAL CONFLICT OF INTEREST. THE PRESIDENT AND DIRECTOR OF HUMAN RESOURCES REVIEW ALL EMPLOYEE FORMS THAT SHOW A POTENTIAL CONFLICT OF INTEREST. IF DISCUSSIONS/VOTES ARE HELD, THE PERSON WITH THE CONFLICT WILL MENTION IT. IF THEY DON'T, THE BOARD CHAIR OR PRESIDENT WILL. THE PERSON WILL ABSTAIN FROM VOTING ON THE DECISION AS APPROPRIATE.
FORM 990, PART VI, SECTION B, LINE 15	THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF THE PRESIDENT/CEO. NONE OF THE MEMBERS OF THE EXECUTIVE COMMITTEE ARE EMPLOYEES OF HEART OF WEST MICHIGAN UNITED WAY. COMPARABLE DATA FROM OTHER SIMILARLY SIZED UNITED WAYS AND LOCAL NON-PROFITS ARE GATHERED AND ANALYZED. THIS INFORMATION, ALONG WITH THE RESULTS OF THE ANNUAL PERFORMANCE EVALUATION, IS USED TO DETERMINE THE PRESIDENT/CEO'S COMPENSATION. THE DELIBERATIONS AND DECISION ARE DOCUMENTED IN THE MINUTES FROM THE EXECUTIVE COMMITTEE'S EXECUTIVE SESSION OF THE MEETING AT WHICH THIS WAS DISCUSSED. THE VICE PRESIDENT OF FINANCE HAS HER COMPENSATION DETERMINED BY THE PRESIDENT/CEO. COMPARABLE DATA FROM OTHER SIMILARLY SIZED UNITED WAYS AND LOCAL NON-PROFITS ARE GATHERED AND ANALYZED. THIS INFORMATION, ALONG WITH THE RESULTS OF THE ANNUAL PERFORMANCE EVALUATION, IS USED TO DETERMINE THE VP OF FINANCE'S COMPENSATION. THERE ARE NO OTHER OFFICERS OR KEY EMPLOYEES IN OUR ORGANIZATION. THIS PROCESS WAS LAST PERFORMED DURING FISCAL YEAR 2020.
FORM 990, PART VI, SECTION C, LINE 19	OUR GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION AND BY-LAWS), CONFLICT OF INTEREST POLICY, DETERMINATION LETTER, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON OUR WEBSITE AND UPON REQUEST.
FORM 990, PART XI, LINE 9:	CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATIONS AND TRUSTS 395,251.
FORM 990, PART XII, LINE 2C:	THE AUDIT OVERSIGHT AND SELECTION PROCESSES HAVE NOT CHANGED FROM THE PRIOR YEAR.

Return Reference

Explanation

FORM 990, PART III, LINE 2

FUNDRAISING FOR COVID RELIEF EFFORTS FOR VULNERABLE POPULATIONS.

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

THE FINANCE AND AUDIT COMMITTEE REVIEWS THE FORM 990 IN DETAIL. IT IS THEN REVIEWED BY THE BOARD. IT IS THEN FILED WITH THE IRS.

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

OFFICERS, DIRECTORS, KEY EMPLOYEES AND ALL OTHER EMPLOYEES ARE REQUIRED TO COMPLETE AND SIGN A CODE OF ETHICS AND CONFLICT OF INTEREST STATEMENT. THIS IS DONE ON AN ANNUAL BASIS AND UPON HIRE OF NEW EMPLOYEES. THE BOARD CHAIR AND THE PRESIDENT REVIEW ALL OFFICERS, BOARD OF DIRECTORS, AND KEY EMPLOYEE FORMS THAT SHOW A POTENTIAL CONFLICT OF INTEREST. THE PRESIDENT AND DIRECTOR OF HUMAN RESOURCES REVIEW ALL EMPLOYEE FORMS THAT SHOW A POTENTIAL CONFLICT OF INTEREST. IF DISCUSSIONS/VOTES ARE HELD, THE PERSON WITH THE CONFLICT WILL MENTION IT. IF THEY DON'T, THE BOARD CHAIR OR PRESIDENT WILL. THE PERSON WILL ABSTAIN FROM VOTING ON THE DECISION AS APPROPRIATE.

FORM 990, PART VI, SECTION B, LINE 15

THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF THE PRESIDENT/CEO. NONE OF THE MEMBERS OF THE EXECUTIVE COMMITTEE ARE EMPLOYEES OF HEART OF WEST MICHIGAN UNITED WAY. COMPARABLE DATA FROM OTHER SIMILARLY SIZED UNITED WAYS AND LOCAL NON-PROFITS ARE GATHERED AND ANALYZED. THIS INFORMATION, ALONG WITH THE RESULTS OF THE ANNUAL PERFORMANCE EVALUATION, IS USED TO DETERMINE THE PRESIDENT/CEO'S COMPENSATION. THE DELIBERATIONS AND DECISION ARE DOCUMENTED IN THE MINUTES FROM THE EXECUTIVE COMMITTEE'S EXECUTIVE SESSION OF THE MEETING AT WHICH THIS WAS DISCUSSED. THE VICE PRESIDENT OF FINANCE HAS HER COMPENSATION DETERMINED BY THE PRESIDENT/CEO. COMPARABLE DATA FROM OTHER SIMILARLY SIZED UNITED WAYS AND LOCAL NON-PROFITS ARE GATHERED AND ANALYZED. THIS INFORMATION, ALONG WITH THE RESULTS OF THE ANNUAL PERFORMANCE EVALUATION, IS USED TO DETERMINE THE VP OF FINANCE'S COMPENSATION. THERE ARE NO OTHER OFFICERS OR KEY EMPLOYEES IN OUR ORGANIZATION. THIS PROCESS WAS LAST PERFORMED DURING FISCAL YEAR 2020.

FORM 990, PART VI, SECTION C, LINE 19

OUR GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION AND BY-LAWS), CONFLICT OF INTEREST POLICY, DETERMINATION LETTER, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON OUR WEBSITE AND UPON REQUEST.

FORM 990, PART XI, LINE 9:

CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATIONS AND TRUSTS 395,251.

FORM 990, PART XII, LINE 2C:

THE AUDIT OVERSIGHT AND SELECTION PROCESSES HAVE NOT CHANGED FROM THE PRIOR YEAR.

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

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2020

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