| Form 990, Header, Line C |
CEO / CFO Financial Statement Certification - Michelle Tucker, President and CEO, and Vander H. Corliss, Sr. Vice President and CFO, certify: #1) that they have reviewed the audited financial statements and related IRS Form 990 of the United Way of Greater St. Louis for the year ended June 30, 2022; #2) based on their knowledge, these financial statements do not contain any untrue statement of a material fact or omit any material facts necessary which would make the statements misleading: and #3) based on their knowledge, these financial statements and other financial information included in these reports, fairly present, in all material respects, the financial condition, results of operation and cash flows of the United Way of Greater St. Louis as of, and for the year ended, June 30, 2022. |
| Form 990, Part V, Line 2a |
185 employees, including 17 people, were hired temporarily during the fall fundraising campaign and funded with designated corporate contributions, whose purpose was to assist in managing the large number of United Way company campaigns. |
| Form 990, Part VI, Section A, Line 1a |
The board cycle runs on a calendar year basis, while the 990 is on a fiscal year ending June 30 basis. Of the 160 Board members listed, only the first 143 served on the Board as of June 30, 2022. Most others terminated Board involvement at the end of their terms during January 2022, while some terminated earlier. Active Board Members are listed first in Part VII's Board listing. The Board of Directors selects from its members an Executive Committee of at most forty persons to be comprised of the elected officers, key committee chairmen, and at-large members recommended by the Nominating Committee. The Executive Committee shall have and exercise the authority of the Board of Directors in the management of the Corporation, except it shall not have the power to fill vacancies, remove officers or Directors or amend the Articles or Bylaws. |
| Form 990, Part VI, Section A, Line 2 |
Michael L Moehn, Patrick E Smith - combined business relationship; Kelly Gast, Janet Holloway, Reuben Shelton - combined business relationship; Janet T Ramey, Harvey N Wallace CPA, Anne M Ritter - combined business relationship; Laura B Ellenhorn, Tina M Hrevus, Penelope Pennington, Lawrence E Thomas, Veronica Coleman D - combined business relationship; Sandra Van Trease CPO, Jackie Tischler - combined business relationship; Tom Burke, Amy A Hunter - combined business relationship; Abel Anderson, Brian C Gibson - combined business relationship; Mike DeCola, Amy Fields - combined business relationship; Andrew Davidson, Carolyn Greathouse - combined business relationship; Catherine L Hanaway, Gregory R Smith - combined business relationship; John Lynn, Megan E Rector - combined business relationship; Julianne Callaway, Tim Rozar - combined business relationship; Bill Bradley, Todd Schnuck, Natalie D Jablonski - combined business relationship; Mark Darrell, Ellen L Theroff, - combined business relationship; Ryan R Kemper, Roman P Wuller - General Counsel for United Way of Greater St. Louis. |
| Form 990, Part VI, Section B, Line 11b |
The draft of the Form 990 was provided to the Audit Committee and to the independent certified public accountants for review and comment prior to being disseminated to all Board members via the internet. This was all done prior to the Form 990 being finalized and submitted to the IRS. |
| Form 990, Part VI, Section B, Line 12c |
Historically and during FY22 survey forms were distributed to all Board members and employees, including key employees. A regimented process helps to ensure the return of those forms. Completed forms are reviewed by appropriate leadership individuals so that any conflicts, real or perceived, are disclosed and appropriately addressed if necessary. |
| Form 990, Part VI, Section B, Line 15 |
A Compensation Committee composed of independent Board members meets each December to review the performance of the C.E.O. and provide a written, face to face evaluation. The committee is guided by the organization's compensation committee charter and compensation philosophy and policies. With the C.E.O. excused, the committee members review salary information for chief executives of United Ways of similar size and complexity. A minimum of 25 comparisons are provided per the committee's charge. At the same meeting, but with the C.E.O. in the room, the C.E.O. recommends salary increases for all senior-level staff including those listed in this 990. In addition to considering their performance, the committee members review salary information for like staff from at least 15 United Ways of similar size and complexity. The C.E.O. and the committee agree to final recommendations that go back to the Executive Committee for their consideration/approval. Base pay, benefits and bonuses are all part of the consideration. |
| Form 990, Part VI, Section C, Line 19 |
The organization's By-laws, conflict of interest policy, audited financial statements, and the IRS Form 990 are all posted on the organization's website, www.stl.unitedway.org in the "Who We Are" / "Our Reports" section. |
| Form 990, Part IX, Line 25 |
The calculation of overhead expense percentage equals the management and general expenses line 25c ($2,422,110) plus fundraising expenses line 25d ($4,829,800) divided by total revenue on Form 990, Part I, Line 12 ($83,585,264) which equals 8.68%. |
| Form 990, Part XI, Line 9 |
Total amount of $(2,516,330) includes a net unrealized loss of $(2,450,396) associated with the change in value of split interest agreements and pension and post-retirement plan changes other than net periodic benefit costs of $(65,934). |
Attach to Form 990 or 990-EZ.