2018 SFF General and Project Support Application

Field Name Value Name of Organization United Way of Greater St. Louis Address 910 N 11th St City St. Louis State MO Zip Code 63101 Chief Professional First Name Orvin Chief Professional Last Name Kimbrough Title President and CEO Email [email protected] Phone 3145394249 Is the contact person the same as the Chief No Professional? Contact First Name Kate Contact Last Name McGilly Title Vice President, Grants and Research Email [email protected] Phone 3145384262 Enter Program/Project Name or enter General United Way Campaign Support: Purpose of Grant (2-3 sentences): United Way will support more than 160 local quality health and human service agencies in the 16 county St. Louis region (MO and IL) that provide needed services to over 1 million children and families. Agencies provide needed services to the community in five impact areas: Provide Food and Shelter, Foster Learning, Establish Financial Stability, Improve Health, and Strengthen Communities. Amount Requested: $100,000.00 What is your organization’s mission and Our Mission: historical background? United Way of Greater St. Louis mobilizes the community with one goal in mind - helping people live their best possible lives.

Since 1922, the United Way of Greater St. Louis has brought people together to care for one another. We raise funds, mobilize volunteers, help to strengthen agencies, identify critical and unmet needs in the community, and help to build collaborations with the public and private sectors to meet those needs.

Page 1 2018 SFF General and Project Support Application

Describe services The United Way of Greater St. Louis works with companies, individuals, provided/accomplishments/goals of the and government to invest resources in helping people to live measurably organization. better lives. United Way serves as a core funder and provider of operating funds to more than 160 of our region's most essential and effective health and human service agencies serving 16 counties in Missouri and Illinois.

More than 1 million people in our community are helped every year by the safety net provided by our member agencies delivering services in the impact areas of providing food and shelter, fostering learning, establishing financial stability, improving health, and strengthening communities. In addition, the United Way strengthens our community through the Volunteer Center, 2-1-1, community initiatives and response efforts, and capacity building.

The United Way is a catalyst for addressing our community’s most pressing challenges. Because of the United Way’s network of partners, power to convene, knowledge of local issues, and accountability systems, we are able to save time and money and amplify the impact of your investment.

What is your operating budget for current $82,500,000.00 fiscal year? Please attach organization operating budget. FY18 Budget pages 1_2_3.pdf Is this a grant request for a specific project or No program? Describe goals of the project/program. Project/program budget Please attach project/program budget What target populations are served? United Way funded agencies serve a wide demographic.

People served range in age from birth to over 85 years of age.

in 2016, 54% of clients were Caucasian, 36% were African American, 2% were Asian, 3% were Hispanic/Latino, and 5% were other ethnicities/racial heritages.

Clients were 56% female and 44% male.

79% of clients reported household incomes of less than $49,000 per year, meaning the vast majority of clients served were low- to moderate-income. What evidence do you have to indicate that The United Way of St. Louis has established a set of Quality Standards by your outcomes are being achieved? What is which member agencies are assessed. The standards are indicators of your data collection methodology? capacity and effectiveness, and measure four performance areas: governance, program, finance, and administration. More specifically, the Program Quality Standards address the following:

*The agency’s mission and programs address an important and defined community need

Page 2 2018 SFF General and Project Support Application

*Programs are effectively designed *Programs are effectively implemented *Programs have positive impact.

We believe that measuring program outcomes and impact is one way in which the United Way can assesses program performance and social value. Annually, member agencies are asked to report data, including client demographics, units of service, program activities, and outcome results. Allocation Volunteers perform due diligence by conducting site visits and utilizing these indicators to make strategic funding decisions.

The United Way of St. Louis expects that member agencies will aggregate and analyze outcome results to determine overall program effectiveness, including:

- The extent to which expected outcome results were achieved - The extent to which results compare to benchmarks - The extent to which modifications have been made to services as a result of findings.

In 2015, standardized outcomes were defined for all United Way agencies and funded partnerships, emphasizing measurement, benchmarking, and reporting social impact. Efforts will continue to focus on collecting standard outcomes data that is more easily aggregated, and building the capacity of partner agencies to measure results and performance. This enhances United Way’s ability to share data and learning, demonstrate the scale of impact for its portfolio of agencies and initiatives, and strengthen agencies’ skills and capacity to measure results and performance.

Impact data from 2016 demonstrates the level of need being addressed by agencies receiving United Way funding.

Provide Food and Shelter: 140,687 people had their immediate basic needs met; 13,039 people transitioned to an improved stable living situation; 4,936 victims of domestic violence gained strategies for enhancing safety.

Establish Financial Stability: 23,389 people increased income, savings, and assets; 25,425 people enrolled in/complete job training, college, or vocational training; and 18,984 people retained employment for at least three months.

Foster Learning: 2,369 children were ready to enter kindergarten; 43,114 children were free from child abuse and neglect; and 15,292 children and youth improved their academic performance.

Improve Health: 12,073 people managed their chronic health conditions; 2,848 individuals with disabilities gained independent living skills; and 26,557 people experienced fewer mental, emotional and behavioral symptoms.

Page 3 2018 SFF General and Project Support Application

Strengthen Communities: 40,798 people successfully linked with needed community resources/services; 11,073 community service providers enhanced their knowledge, capacity, and performance; and 13,823 people were prepared for or successfully recovered from an emergency or disaster.

If desired, submit supporting documents that UWGSTL 2017 Audit Final.pdf you feel would be useful in helping the Foundation better understand the work of your organization. Examples include annual report, financial 2017 Annual Report_8.5x11_Ver3.pdf statements, roster of Board of Directors, list of foundation/grant donors and major contributors, a link to or copies of videos, articles or blog posts written by, or about you. Attachment 3 2018 Board Rosterfinal.pdf URL Link

Page 4 United Way of Greater St. Louis Overhead Percentage Calculation Budgeted Total Revenue

2014 2015 2016 2017 2017 2018 Actual Actual Actual Budgeted Projected Budgeted Revenue Revenue Revenue Revenue Revenue Revenue Campaign Related Traditional campaign amounts 71,028,934 65,873,325 63,408,926 67,750,000 63,326,433 62,800,000 Franklin County attainment 1,049,241 1,081,896 1,172,321 1,100,000 1,179,108 1,200,000 Complete Charitable Solution Endowments 0 0 2,000,000 2,000,000 2,000,000 2,250,000 Donor advised funds 0 0 0 0 1,000,000 2,000,000 Pay direct designations 0 4,244,318 5,722,456 4,000,000 6,300,000 7,000,000 Third Party Processor processed 0 436,741 391,905 400,000 350,000 250,000 Designations to UW programs 175,853 1,363,795 1,656,500 500,000 900,000 1,000,000 Announced Attainment 72,254,028 73,000,075 74,352,108 75,750,000 75,055,541 76,500,000 Attainment overage or (shrinkage) (1,020,296) 554,864 (668,136) 0 (500,000) 0 Less Franklin Co. attainment (1,049,241) (1,081,896) (1,179,943) (1,100,000) (1,179,108) (1,200,000) Uncollectibles (2,279,425) (3,446,440) (2,024,857) (3,487,500) (2,200,000) (3,140,000) Other campaigns 0 0 0 0 3,000,000 3,000,000 Plus CY advanced campaign 1,872,774 4,828,883 6,218,984 2,100,000 7,250,000 8,000,000 Less PY advanced campaign (1,431,692) (1,872,774) (4,828,883) (3,100,000) (6,218,984) (7,250,000) Campaign Related Total 68,346,148 71,982,712 71,869,273 70,162,500 75,207,449 75,910,000

Investment Related Investment (interest) income 688,404 758,030 866,449 1,000,000 900,000 950,000 Net realized investment gain (loss) 76,609 152,558 57,655 100,000 50,000 50,000 Other Recurring 100 Neediest Cases 1,457,051 1,408,332 1,384,070 1,450,000 1,400,000 1,400,000 Dollar More 866,376 1,219,450 664,687 1,000,000 600,000 600,000 Dollar Help 1,089,311 1,042,464 1,282,496 1,250,000 1,350,000 1,400,000 Estates and trusts 326,860 480,900 336,451 500,000 750,000 500,000 Campaign representatives 81,300 41,800 66,000 50,000 100,000 50,000 One Time Events Fundraising to retire mortgage 2,017,834 0 0 0 0 0 Grants 1,543,584 306,884 1,295,856 3,000,000 1,000,000 1,000,000 Flood relief 0 0 306,466 0 0 0 Ferguson donations St. Louis County 0 283,749 0 0 0 0 Ferguson Fund 0 690,876 10,294 0 0 0 Ferguson Commission 0 455,000 0 0 0 0 Ferguson Commission block grants 0 89,105 699,378 0 0 0 Forward Through Ferguson 0 0 247,871 200,000 350,000 0 Other Other - net 312,188 598,567 222,129 487,500 692,551 640,000 Total For All Other Revenue 8,459,517 7,527,715 7,439,802 9,037,500 7,192,551 6,590,000

Total Revenue Per Form 990 76,805,665 79,510,427 79,309,075 79,200,000 82,400,000 82,500,000 UNITED WAY OF GREATER ST. LOUIS, INC. OPERATING BUDGET FY18

FY17 FY18 DESCRIPTION Budget Proj. Actual Bdgt. To Act. Budget vs. FY17 Budget vs. FY17 Actual Personnel Costs Salaries and Wages $ 7,778,000 $ 7,625,000 $ (153,000) $ 8,327,000 $ 549,000 7.1% $ 702,000 9.2% Employee Benefits 2,389,000 2,489,000 100,000 2,655,000 266,000 11.1% 166,000 6.7% Taxes 541,000 537,000 (4,000) 589,000 48,000 8.9% 52,000 9.7%

Total Personnel Costs 10,708,000 10,651,000 (57,000) 11,571,000 863,000 8.1% 920,000 8.6%

Other Costs Audit & Legal Fees 108,000 110,000 2,000 103,000 (5,000) -4.6% (7,000) -6.4% Consulting & Other Professional Fees 840,000 746,000 (94,000) 790,000 (50,000) -6.0% 44,000 5.9% Campaign Materials, Ads & Events 624,000 527,000 (97,000) 480,000 (144,000) -23.1% (47,000) -8.9% Campaign Representatives 136,000 114,000 (22,000) 83,000 (53,000) -39.0% (31,000) -27.2% Non-Campaign Materials & Ads 82,000 128,000 46,000 178,000 96,000 117.1% 50,000 39.1% Office Supplies 65,000 56,000 (9,000) 55,000 (10,000) -15.4% (1,000) -1.8% Local Travel & Meetings 190,000 176,000 (14,000) 162,000 (28,000) -14.7% (14,000) -8.0% Staff Training & Development 76,000 76,000 0 76,000 - 0.0% 0 0.0% Postage & Shipping 56,000 61,000 5,000 54,000 (2,000) -3.6% (7,000) -11.5% Telephone 167,000 166,000 (1,000) 156,000 (11,000) -6.6% (10,000) -6.0% Building Interest 0 - 0 0 - n/a 0 n/a Occupancy 345,000 348,000 3,000 402,000 57,000 16.5% 54,000 15.5% Insurance 104,000 105,000 1,000 97,000 (7,000) -6.7% (8,000) -7.6% Equipment 177,000 210,000 33,000 251,000 74,000 41.8% 41,000 19.5% Depreciation 316,000 343,000 27,000 343,000 27,000 8.5% 0 0.0% Other 248,000 247,000 (1,000) 207,000 (41,000) -16.5% (40,000) -16.2% United Way Worldwide Dues 561,000 561,000 0 563,000 2,000 0.4% 2,000 0.4%

Total Other Costs 4,095,000 3,974,000 (121,000) 4,000,000 (95,000) -2.3% 26,000 0.7%

Total Departmental Expenses $ 14,803,000 $ 14,625,000 $ (178,000) $ 15,571,000 $ 768,000 5.2% $ 946,000 6.5%

Includes donated advertising of: $ 78,000 $ 25,000 $ 40,000

Printed: 6/26/2017 8:17 AM United Way of Greater St. Louis Projected Overhead Calculation of Operating Expenses Ratio

Actual Actual Actual Budget Projected Budget 2014 2015 2016 2017 2017 2018

Revenue Total Revenue 76,805,665 79,510,427 79,309,075 79,200,000 82,400,000 82,500,000

Operating Expenses Fundraising 4,852,020 4,761,332 5,122,523 5,598,000 5,391,000 5,748,000 Management and general 1,684,986 1,772,357 1,920,382 1,853,000 1,785,000 1,903,000 Dues to United Way of America 277,525 274,540 262,304 280,000 270,000 270,000 Total Operating Expenses 6,814,531 6,808,229 7,305,209 7,731,000 7,446,000 7,921,000

Operating expenses as a percentage of total revenue 8.87% 8.56% 9.21% 9.76% 9.04% 9.60%

Program services 6,203,410 6,193,380 7,188,633 6,994,000 7,154,000 7,610,000 Supporting services 6,814,531 6,808,229 7,305,209 7,731,000 7,446,000 7,921,000 13,017,941 13,001,609 14,493,842 14,725,000 14,600,000 15,531,000

Program services 47.65% 47.64% 49.60% 47.50% 49.00% 49.00% Supporting services 52.35% 52.36% 50.40% 52.50% 51.00% 51.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00%

Defined Benefit plan "regular" pension expense 710,738 386,782 541,056 1,100,000 950,000 410,000 Defined Benefit plan "settlement" costs 551,357 0 1,108,524 0 0 420,000

Total Defined Benefit plan expenses 1,262,095 386,782 1,649,580 1,100,000 950,000 830,000

UNITED WAY OF GREATER ST. LOUIS, INC. FINANCIAL STATEMENTS JUNE 30, 2017

Contents

Page

Independent Auditors’ Report ...... 1 - 2

Financial Statements

Statement Of Financial Position ...... 3

Statements Of Activities ...... 4 - 5

Statements Of Functional Expenses ...... 6 - 7

Statement Of Cash Flows ...... 8

Notes To Financial Statements ...... 9 - 35

Management Certification ...... 36

Independent Auditors’ Report

Board of Directors United Way of Greater St. Louis, Inc. St. Louis, Missouri

Report On The Financial Statements

We have audited the financial statements of United Way of Greater St. Louis, Inc., a not- for-profit organization, which comprise the statement of financial position as of June 30, 2017 and 2016, and the related statements of activities, functional expenses and cash flows for the years then ended, and the related notes to the financial statements.

Management’s Responsibility For The Financial Statements

Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error.

Auditors’ Responsibility

Our responsibility is to express an opinion on these financial statements based on our audits. We conducted our audits in accordance with auditing standards generally accepted in the United States of America. Those standards require that we plan and perform the audits to obtain reasonable assurance about whether the financial statements are free from material misstatement.

An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditors’ judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity’s preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity’s internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements.

Board of Directors United Way of Greater St. Louis, Inc.

We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinion.

Opinion

In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position of United Way of Greater St. Louis, Inc. as of June 30, 2017 and 2016, and the changes in its net assets and its cash flows for the years then ended, in conformity with accounting principles generally accepted in the United States of America.

November 22, 2017

Page 2 UNITED WAY OF GREATER ST. LOUIS, INC. STATEMENT OF FINANCIAL POSITION

Assets

June 30, 2017 2016

Cash and cash equivalents (Note 1)$ 7,127,255 $ 4,038,385 Campaign pledges receivable 27,801,346 32,374,375 Allowance for uncollectible pledges (3,515,855) (3,379,151) Other receivables and prepaid expenses 1,085,006 1,115,458 Certificates of deposit (Note 5) 2,754,000 6,000,000 Charitable remainder trusts (Note 7) 5,917,819 5,203,238 Assets restricted for temporary investment (Note 5) 4,525,074 3,378,091 Investments (Note 5) 34,421,182 28,151,934 Land, building, furniture and equipment (Note 6) 3,594,844 3,688,587 Assets restricted for permanent investment (Notes 5 and 8) 13,693,983 11,166,733 Other assets (Note 15) 400,000 —

Total Assets $ 97,804,654 $ 91,737,650

Liabilities And Net Assets

Liabilities Accounts payable and accrued expenses$ 1,127,236 $ 1,309,671 Payable to United Way Worldwide 280,440 278,750 Allocations payable 24,878,151 25,679,644 Donor designations payable 3,276,340 4,478,178 Pension plan and postretirement plan liabilities (Notes 10 and 11) 4,533,377 6,678,023 Total Liabilities 34,095,544 38,424,266

Net Assets Unrestricted: Board designated 3,553,064 1,120,584 Net investment in land, building and equipment 3,528,197 3,669,090 Available for operations 26,913,782 23,227,655 Total Unrestricted 33,995,043 28,017,329 Temporarily restricted (Note 9) 16,020,084 14,129,322 Permanently restricted (Note 8) 13,693,983 11,166,733 Total Net Assets 63,709,110 53,313,384

Total Liabilities And Net Assets $ 97,804,654 $ 91,737,650

See the accompanying notes to financial statements. Page 3 UNITED WAY OF GREATER ST. LOUIS, INC. STATEMENT OF ACTIVITIES For The Year Ended June 30, 2017

Temporarily Permanently Unrestricted Restricted Restricted Total Public Support, Revenue And Gains (Losses) Public Support Annual campaigns$ 70,956,193 $ 5,429,957 $ 2,250,000 $ 78,636,150 Donor designations (11,639,395) — — (11,639,395) Provision for uncollectible pledges (2,119,357) (227,620) — (2,346,977) Net Annual Campaigns (Note 3) 57,197,441 5,202,337 2,250,000 64,649,778 Estate, trust and other contributions 1,647,619 3,661,110 — 5,308,729 Total Public Support 58,845,060 8,863,447 2,250,000 69,958,507

Revenue And Gains (Losses) Net realized gains (losses) on investments (27,171) 96,182 — 69,011 Net unrealized gains on investments (Note 5) 2,589,653 619,055 — 3,208,708 Investment income 786,565 235,415 — 1,021,980 Increase in value of split-interest agreements (Note 7) — 714,581 277,250 991,831 Total Revenue And Gains (Losses) 3,349,047 1,665,233 277,250 5,291,530

Net Assets Released From Restrictions (Note 9) 8,637,918 (8,637,918) — —

Total Public Support, Revenue And Gains (Losses) 70,832,025 1,890,762 2,527,250 75,250,037

Allocations And Expenses Gross funds awarded to agencies (Note 3) 49,640,025 — — 49,640,025 Donor designations (Note 3) (3,166,875) — — (3,166,875) Other programs and grants (Note 3) 3,913,498 — — 3,913,498 Allocations to agencies and other programs 50,386,648 — — 50,386,648 Other Program Services: Allocations/Grant-making 1,691,656 — — 1,691,656 Community Solutions 2,829,826 — — 2,829,826 Volunteer Center 611,806 — — 611,806 Case Management Services 2,999,731 — — 2,999,731 Philanthropic Services 876,276 — — 876,276 Total Program Services 59,395,943 — — 59,395,943 Supporting Services: Fundraising 4,755,950 — — 4,755,950 Management and general 2,198,454 — — 2,198,454 Total Supporting Services 6,954,404 — — 6,954,404

Total Allocations And Expenses 66,350,347 — — 66,350,347

Increase In Net Assets From Operations 4,481,678 1,890,762 2,527,250 8,899,690

Pension And Postretirement Plan Changes Other Than Net Periodic Benefit Costs (Notes 10 And 11) 1,496,036 — — 1,496,036

Increase In Net Assets 5,977,714 1,890,762 2,527,250 10,395,726

Net Assets - Beginning Of Year 28,017,329 14,129,322 11,166,733 53,313,384

Net Assets - End Of Year $ 33,995,043 $ 16,020,084 $ 13,693,983 $ 63,709,110

See the accompanying notes to financial statements. Page 4 UNITED WAY OF GREATER ST. LOUIS, INC. STATEMENT OF ACTIVITIES For The Year Ended June 30, 2016

Temporarily Permanently Unrestricted Restricted Restricted Total Public Support, Revenue And Gains (Losses) Public Support Annual campaigns$ 69,151,490 $ 4,795,905 $ 1,000,000 $ 74,947,395 Donor designations (9,810,747) — — (9,810,747) Provision for uncollectible pledges (1,891,452) (133,405) — (2,024,857) Net Annual Campaigns (Note 3) 57,449,291 4,662,500 1,000,000 63,111,791 Estate, trust and other contributions 976,664 4,572,119 — 5,548,783 Total Public Support 58,425,955 9,234,619 1,000,000 68,660,574 Revenue And Gains (Losses) Net realized gains (losses) on investments (11,238) 68,893 — 57,655 Net unrealized gains (losses) on investments (Note 5) 207,342 (5,706) — 201,636 Investment income 681,721 184,728 — 866,449 Decrease in value of split-interest agreements (Note 7) — (175,891) (241,539) (417,430) Total Revenue And Gains (Losses) 877,825 72,024 (241,539) 708,310 Net Assets Released From Restrictions (Note 9) 8,485,105 (8,485,105) — —

Total Public Support, Revenue And Gains (Losses) 67,788,885 821,538 758,461 69,368,884 Allocations And Expenses Gross funds awarded to agencies 53,038,585 — — 53,038,585 Donor designations (Note 3) (3,696,386) — — (3,696,386) Other programs and grants 3,924,724 — — 3,924,724 Allocations to agencies and other programs 53,266,923 — — 53,266,923 Other Program Services: Allocations/Grant-making 1,670,680 — — 1,670,680 Community Solutions 3,303,880 — — 3,303,880 Volunteer Center 595,537 — — 595,537 Case Management Services 2,975,604 — — 2,975,604 Philanthropic Services 336,303 — — 336,303 Total Program Services 62,148,927 — — 62,148,927 Supporting Services: Fundraising 5,408,904 — — 5,408,904 Management and general 1,982,655 — — 1,982,655 Total Supporting Services 7,391,559 — — 7,391,559 Total Allocations And Expenses 69,540,486 — — 69,540,486 Increase (Decrease) In Net Assets From Operations (1,751,601) 821,538 758,461 (171,602) Pension And Postretirement Plan Changes Other Than Net Periodic Benefit Costs (Notes 10 And 11) (2,150,330) — — (2,150,330) Increase (Decrease) In Net Assets (3,901,931) 821,538 758,461 (2,321,932) Net Assets - Beginning Of Year 31,919,260 13,307,784 10,408,272 55,635,316 Net Assets - End Of Year $ 28,017,329 $ 14,129,322 $ 11,166,733 $ 53,313,384

See the accompanying notes to financial statements. Page 5 UNITED WAY OF GREATER ST. LOUIS, INC. STATEMENT OF FUNCTIONAL EXPENSES For The Year Ended June 30, 2017

Program Services Supporting Services Case Allocations/ Community Volunteer Management Philanthropic Fund- Management Grant-Making Solutions Center Services Services Total raising And General Total Total

Gross funds awarded$ 49,085,540 $ 425,273 $ — $ 129,212 $ — $ 49,640,025 $ — $ — $ — $ 49,640,025 Less: Donor designations (3,166,875) — — — — (3,166,875) — — — (3,166,875) Other programs and grants 3,116,527 677,960 — 119,011 — 3,913,498 — — — 3,913,498 Allocations to agencies and other programs 49,035,192 1,103,233 — 248,223 — 50,386,648 — — — 50,386,648

Salaries 971,890 1,305,517 305,012 1,496,402 515,207 4,594,028 2,345,041 1,171,592 3,516,633 8,110,661 Taxes and benefits (Note 10) 349,551 405,495 126,068 710,977 140,445 1,732,536 945,198 401,435 1,346,633 3,079,169 Audit and legal fees 5,742 20,074 2,406 10,251 12,894 51,367 17,049 31,952 49,001 100,368 Consulting and other professional fees 83,930 593,081 38,208 228,192 73,662 1,017,073 155,990 147,890 303,880 1,320,953 Materials, ads, events and supplies: Campaign related — — — — — — 529,824 — 529,824 529,824 Noncampaign related 5,522 59,058 18,744 15,871 17,704 116,899 41,958 21,952 63,910 180,809 Meetings and local travel 24,093 43,997 8,954 23,264 9,817 110,125 57,466 32,652 90,118 200,243 Training and professional development 13,327 15,643 5,262 27,430 3,887 65,549 37,414 13,885 51,299 116,848 Office expenses 28,209 25,407 14,038 102,110 8,312 178,076 71,592 31,334 102,926 281,002 Occupancy, equipment, and maintenance 71,719 62,741 43,137 104,537 32,655 314,789 183,741 99,880 283,621 598,410 Depreciation and amortization 39,456 41,683 13,973 69,731 19,643 184,486 109,018 49,581 158,599 343,085 Insurance 8,856 9,898 3,126 14,274 5,314 41,468 23,443 39,281 62,724 104,192 Other 23,906 199,613 7,414 52,714 17,273 300,920 51,050 85,283 136,333 437,253 United Way Worldwide dues 65,455 47,619 25,464 143,978 19,463 301,979 187,166 71,737 258,903 560,882

Expenses excluding allocations 1,691,656 2,829,826 611,806 2,999,731 876,276 9,009,295 4,755,950 2,198,454 6,954,404 15,963,699

Total$ 50,726,848 $ 3,933,059 $ 611,806 $ 3,247,954 $ 876,276 $ 59,395,943 $ 4,755,950 $ 2,198,454 $ 6,954,404 $ 66,350,347

See the accompanying notes to financial statements. Page 6 UNITED WAY OF GREATER ST. LOUIS, INC. STATEMENT OF FUNCTIONAL EXPENSES For The Year Ended June 30, 2016

Program Services Supporting Services Case Allocations/ Community Volunteer Management Philanthropic Fund- Management Grant-Making Solutions Center Services Services Total raising And General Total Total

Gross funds awarded$ 51,841,901 $ 1,057,531 $ — $ 139,153 $ — $ 53,038,585 $ — $ — $ — $ 53,038,585 Less: Donor designations (3,696,386) — — — — (3,696,386) — — — (3,696,386) Other programs and grants 3,363,117 474,397 — 87,210 — 3,924,724 — — — 3,924,724 Allocations to agencies and other programs 51,508,632 1,531,928 — 226,363 — 53,266,923 — — — 53,266,923

Salaries 905,023 1,281,086 284,001 1,382,888 186,974 4,039,972 2,549,289 980,484 3,529,773 7,569,745 Taxes and benefits (Note 10) 401,680 460,763 138,690 787,613 68,357 1,857,103 1,189,163 417,500 1,606,663 3,463,766 Audit and legal fees 6,845 14,780 2,938 9,182 7,250 40,995 23,561 33,863 57,424 98,419 Consulting and other professional fees 80,265 1,100,861 46,522 226,315 23,112 1,477,075 198,029 155,634 353,663 1,830,738 Materials, ads, events and supplies: Campaign related — — — — — — 591,874 — 591,874 591,874 Noncampaign related 28,229 92,018 19,653 17,879 3,309 161,088 82,779 20,759 103,538 264,626 Meetings and local travel 23,982 63,688 10,093 29,904 6,338 134,005 66,437 34,494 100,931 234,936 Training and professional development 9,295 19,750 3,732 21,791 1,272 55,840 28,849 9,216 38,065 93,905 Office expenses 19,433 16,475 8,376 129,324 3,316 176,924 81,554 29,905 111,459 288,383 Occupancy, equipment rental and maintenance 64,384 81,394 32,742 90,326 12,124 280,970 185,003 94,467 279,470 560,440 Depreciation and amortization 38,924 90,472 13,861 68,899 7,839 219,995 125,787 43,634 169,421 389,416 Insurance 8,695 9,394 3,098 14,191 2,299 37,677 26,784 35,479 62,263 99,940 Other 20,593 24,306 7,580 46,990 5,695 105,164 59,764 64,947 124,711 229,875 United Way Worldwide dues 63,332 48,893 24,251 150,302 8,418 295,196 200,031 62,273 262,304 557,500

Expenses excluding allocations 1,670,680 3,303,880 595,537 2,975,604 336,303 8,882,004 5,408,904 1,982,655 7,391,559 16,273,563

Total$ 53,179,312 $ 4,835,808 $ 595,537 $ 3,201,967 $ 336,303 $ 62,148,927 $ 5,408,904 $ 1,982,655 $ 7,391,559 $ 69,540,486

See the accompanying notes to financial statements. Page 7 UNITED WAY OF GREATER ST. LOUIS, INC.

STATEMENT OF CASH FLOWS

For The Years Ended June 30, 2017 2016 Cash Flows From Operating Activities Increase (decrease) in net assets$ 10,395,726 $ (2,321,932) Adjustments to reconcile increase (decrease) in net assets to net cash provided by (used in) operating activities: Depreciation and amortization 343,085 389,416 Contributions restricted for permanent investment (2,250,000) (1,000,000) Net realized gains on investments (69,011) (57,655) Net unrealized gains on investments (3,208,708) (201,636) (Increase) decrease in value of split-interest agreements (991,831) 417,430 Pension and postretirement plan changes other than net periodic benefits costs (1,496,036) 2,150,330 Changes in assets and liabilities: (Increase) decrease in campaign pledges receivable 4,573,029 (2,447,395) Increase (decrease) in allowance for uncollectible pledges 136,704 (96,363) (Increase) decrease in other receivables and prepaid expenses 30,452 (444,854) Increase other assets (400,000) — Decrease in accounts payable and accrued liabilities (229,585) (365,079) Increase in payable to United Way Worldwide 1,690 932 Decrease in allocations payable (801,493) (920,391) Increase (decrease) in donor designations payable (1,201,838) 2,084,029 Increase (decrease) in accrued pension plan and retirement plan liabilities (648,610) 739,181 Net Cash Provided By (Used In) Operating Activities 4,183,574 (2,073,987)

Cash Flows From Investing Activities Purchases of building, furniture and equipment (202,192) (442,603) Proceeds from sale of investments 12,780,490 11,098,338 Purchases of investments (13,241,256) (12,486,496) Proceeds from sale of assets restricted for temporary investment 1,943,302 3,186,756 Purchases of assets restricted for temporary investment (2,375,048) (3,037,011) Purchase of assets restricted for permanent investment (2,000,000) (1,000,000) Net Cash Used In Investing Activities (3,094,704) (2,681,016)

Cash Flows Provided By Financing Activities Contributions restricted for permanent investment 2,000,000 1,000,000

Net Increase (Decrease) In Cash And Cash Equivalents 3,088,870 (3,755,003)

Cash And Cash Equivalents - Beginning Of Year 4,038,385 7,773,388

Cash And Cash Equivalents - End Of Year $ 7,127,255 $ 4,038,385

Supplemental Disclosure Of Cash Flow Information Fixed asset purchases in accounts payable$ 66,647 $ 19,497

See the accompanying notes to financial statements. Page 8 UNITED WAY OF GREATER ST. LOUIS, INC. NOTES TO FINANCIAL STATEMENTS June 30, 2017 And 2016

1. Summary Of Significant Accounting Policies

Estimates And Assumptions The preparation of financial statements in conformity with accounting principles generally accepted in the United States of America requires management to make estimates and assumptions that affect the amounts reported in the financial statements and accompanying notes. Actual results could differ from those estimates.

Basis Of Presentation The financial statement presentation follows the requirements of the Financial Accounting Standards Board. The United Way of Greater St. Louis, Inc. (the Organization) is required to report information regarding its financial position and activities according to three classes of net assets: unrestricted net assets, temporarily restricted net assets and permanently restricted net assets. Restricted net assets consist of the following:

Temporarily Restricted Net Assets Temporarily restricted net assets include gifts for which a donor-imposed restriction has not been met and promises to give for which the ultimate purpose of the proceeds is not permanently restricted and the purpose restriction has not yet been met. The entire gift, the principal amount given, can be spent in accordance with the donor’s restriction.

Permanently Restricted Net Assets Permanently restricted net assets include gifts, trusts and pledges which require, by donor restriction, that the corpus or the principal be invested in perpetuity and only the income be made available for program operations in accordance with donor restrictions.

Cash And Cash Equivalents The Organization considers all money market and short-term investments with original maturities less than three months from the date of purchase to be cash equivalents. The Organization invests its cash with financial institutions with strong credit ratings. At June 30, 2017, such balances were in excess of Federal Deposit Insurance Corporation (FDIC) insurance limits by approximately $8,713,000. All but approximately $304,000 of this excess was held in money market accounts invested exclusively in short-term U.S. Government securities and repurchase agreements secured by U.S. Government securities.

Page 9 UNITED WAY OF GREATER ST. LOUIS, INC. Notes To Financial Statements (Continued)

Campaign Pledges Receivable Unconditional pledges receivable are recognized as support in the period the pledges are received. Conditional contributions are recognized as support when the conditions on which they depend have been substantially met.

Pledges receivable are stated at the amount management expects to collect from outstanding balances. Management provides for probable uncollectible amounts through a charge to earnings and a credit to a valuation allowance. The valuation allowance is computed based upon a five-year historical average adjusted by estimates of current economic factors and applied to individual campaign balances, including donor designations. Those balances that are still outstanding after management has used reasonable collection efforts are written off through a charge to the valuation allowance and a credit to pledges receivable.

Investments And Assets Restricted For Temporary And Permanent Investment Investments are reported at fair value, which is based on quoted market prices, with the exception of certificates of deposit which are carried at cost, which approximates fair value. Gains and losses on sales of investments are generally determined on a specific cost identification basis. Unrealized gains and losses are determined based on year-end market valuations.

Land, Building, Furniture And Equipment Land, building, furniture and equipment are recorded at cost or, if donated, at fair value on the date of receipt, less accumulated depreciation. Depreciation on the building, furniture and equipment is computed using the straight-line method over the estimated useful lives of the assets, ranging from 3 to 40 years.

Restricted And Unrestricted Public Support The Organization reports gifts of cash and other assets as restricted support if they are received with donor stipulations that limit their use. When a donor restriction expires, that is, when a stipulated time restriction ends or purpose restriction is accomplished, temporarily restricted net assets are reclassified to unrestricted net assets and reported in the statement of activities as net assets released from restrictions. The Organization has adopted the policy of reporting net assets released from restrictions upon completion of donor purpose restrictions, regardless of whether the related cash has been received.

Page 10 UNITED WAY OF GREATER ST. LOUIS, INC. Notes To Financial Statements (Continued)

Donor Designations Regular campaign designations are from traditional workplace campaign donors who may designate some or all of their gifts to specific member agencies. In accordance with accounting standards, these specified designations are not considered to be part of the allocations to agencies and are deducted from campaign results. Payments to member agencies are the greater of their allocation awards or the sum of their designations (Note 3).

“Consolidated Giving” addresses the philanthropic needs of corporations and high net worth individuals to encourage better relationships with the Organization that ultimately lead to increased total funding. Under this model, certain designations, referred to as “pay direct designations”, are accepted and processed at no or low cost to the donor (Note 3). These gifts may be to member agencies, other non- profits or to programs managed by the Organization (Note 3).

The Organization processes some national campaigns for companies headquartered in the Greater St. Louis service area. Payments made to other United Ways for employees of those national companies that are located outside of the Greater St. Louis service area are considered donor designations.

The Combined Federal Campaign is based entirely on donor designations according to the rules of the campaign (Note 4).

Third-party processors manage campaign results processing for some national corporations located in the Organization’s service area. In instances where the Organization performs fundraising efforts and becomes aware of pledge amounts to its member agencies from such companies, it records the campaign revenue and offsets it by third-party processor designations.

The amounts of donor designations to specified agencies that remain unpaid at year end are included in the statement of financial position as donor designations payables, except designations payable that apply to third-party processed designations.

Page 11 UNITED WAY OF GREATER ST. LOUIS, INC. Notes To Financial Statements (Continued)

Description Of Program Services And Supporting Activities The following program services and supporting activities are included in the accompanying financial statements, in accordance with the Organization’s Mission Statement (Note 2):

Program Services Allocations/Grant-making - Includes expenditures for ongoing operational funding and one-time grants to member and non-member agencies, and for administering the funding and providing oversight of the fund distribution programs.

Community Solutions - Includes expenditures relating to collaborative approaches to deliver improved community-level outcomes in the United Way impact areas of health, education, basic needs, strong communities and financial stability through research, thought leadership, aligned programming and funding, and community mobilization (i.e., Collective Impact, Dolly Parton Imagination Library, SLPS Partnership, etc.).

Volunteer Center - Includes expenditures relating to connecting not-for-profit organizations that are in need of either episodic or ongoing volunteer assistance with community members who are able and willing to help. Agency monitoring, training and certification help to assure the best possible experiences.

Case Management Services - Includes expenditures related to operating a 24- hour health and human service helpline for 99 Missouri counties and 9 Illinois counties, all accessed using a three-digit telephone number (2-1-1), including case management and navigation services for clients. It also includes expenses for the coordination and delivery of ongoing direct assistance funding including energy assistance and 100 Neediest Cases, and of emergency assistance activities in times of crises on behalf of United Way and other funders including governmental, non-profit, schools and related entities.

Philanthropic Services - Includes expenditures relating to the creation and implementation of tailored back office and advisory services for donor-directed investments that may fall outside of the traditional campaign structure, including disbursement of charitable giving, development of giving strategy, impact monitoring and reporting, and management of donor-directed programming.

Fundraising Provides the structure necessary to encourage and secure financial support from individuals, organizations and corporations.

Page 12 UNITED WAY OF GREATER ST. LOUIS, INC. Notes To Financial Statements (Continued)

Management And General Includes the functions necessary to maintain an equitable employment program; ensure an adequate working environment; provide coordination and articulation of the Organization’s program strategy; secure proper administrative functioning of the Board of Directors; and manage the financial and budgetary responsibilities of the Organization.

Expense Allocation Expenses are charged to program services and supporting activities on the basis of how resources are specifically utilized, as well as periodic time and expense studies. Management and general expenses include those expenses that are not directly identifiable with any other specific function but provide for the overall support and direction of the Organization.

Advertising Costs The Organization expenses advertising costs as incurred. Total advertising costs charged against income amounted to $209,427 in 2017 and $212,257 in 2016. These amounts include donated advertising of $23,550 and $86,350 in 2017 and 2016, respectively.

Donated Services A substantial number of volunteers have donated significant amounts of time to the Organization’s program services and to its fundraising campaigns. These services are not recorded in the financial statements since they do not meet the criteria for recognition in accounting standards established for not-for-profit organizations.

Income Taxes The Organization is exempt from federal income taxes on its related, exempt activities under Section 501(c)(3) of the Internal Revenue Code. The Organization’s federal tax returns for tax years 2013 and later remain subject to examination by taxing authorities.

Fair Value The carrying amounts of accounts receivable, campaign pledges receivable, and accounts payable and accrued expenses approximate fair value due to the short period to maturity. Other pledges receivable and beneficial interests in perpetual trusts under split-interest agreements approximate fair value due to the similarity of the discount or interest rates with the rates of return on investments with similar maturities.

Page 13 UNITED WAY OF GREATER ST. LOUIS, INC. Notes To Financial Statements (Continued)

Reclassifications Certain 2016 balances have been reclassified, where appropriate, to conform to the presentation used in the 2017 financial statements.

Subsequent Events Management evaluates subsequent events through the date the financial statements are available for issue, which is the date of the Independent Auditors’ Report.

2. Organization

The Organization, founded in 1922, is a not-for-profit organization that conducts annual campaigns in the St. Louis region. It raises unrestricted and other funds to support more than 160 health and human service organizations throughout the city of St. Louis and 15 surrounding counties in Missouri and Illinois. These agency allocations are determined through a citizen review process that involves more than 400 volunteers who are representative of the St. Louis area community. Payments of agency allocations are made in the calendar year following the campaign, matching the timing of most cash receipts from that campaign. It also raises certain designated and temporarily restricted funds within the annual campaigns and otherwise that support a broader group of agencies, more than 475 inclusive of the member agencies. The Organization is governed by a volunteer Board of Directors that both evaluates and helps the Organization fulfill its mission.

Mission Statement United Way of Greater St. Louis mobilizes the community with one goal in mind - helping people live their best possible lives.

Page 14 UNITED WAY OF GREATER ST. LOUIS, INC. Notes To Financial Statements (Continued)

3. Designations

Campaign designations are processed in several separate and distinct ways as described in Note 1. They are deducted from total campaign results to calculate the campaign available for allocations and operations and ultimately to calculate the net campaign at the respective year ends as follows: June 30, 2017 Temporarily Permanently Unrestricted Restricted Restricted Total

Annual campaign $ 70,956,193 $ 5,429,957 $ 2,250,000 $ 78,636,150 Less: Pay direct designations (8,061,503) — — (8,061,503) Less: 3rd party processor designations (411,017) — — (411,017) Campaign available for allocations/operations 62,483,673 5,429,957 2,250,000 70,163,630 Less: Regular campaign designations (3,166,875) — — (3,166,875) Less: Provision for uncollectible pledges (2,119,357) (227,620) — (2,346,977) (5,286,232) (227,620) — (5,513,852)

Net Campaign $ 57,197,441 $ 5,202,337 $ 2,250,000 $ 64,649,778

June 30, 2016 Temporarily Permanently Unrestricted Restricted Restricted Total

Annual campaign $ 69,151,490 $ 4,795,905 $ 1,000,000 $ 74,947,395 Less: Pay direct designations (5,722,456) — — (5,722,456) Less: 3rd party processor designations (391,905) — — (391,905) Campaign available for allocations/operations 63,037,129 4,795,905 1,000,000 68,833,034 Less: Regular campaign designations (3,696,386) — — (3,696,386) Less: Provision for uncollectible pledges (1,891,452) (133,405) — (2,024,857) (5,587,838) (133,405) — (5,721,243)

Net Campaign $ 57,449,291 $ 4,662,500 $ 1,000,000 $ 63,111,791

In addition to the gross funds awarded to member agencies through the allocations process of $49,640,025, which include regular campaign designations of $3,166,875, member agencies also received $2,438,050 of the $8,472,520 of the pay direct and 3rd party processor designations and $786,892 of the $3,913,498 of other programs and grants awarded for the year ended June 30, 2017.

Temporarily restricted campaign revenue of $5,429,957 for the year ended June 30, 2017, in addition to regular campaign revenue restricted for future campaigns, includes Consolidated Giving designations to programs managed by the Organization of $3,812,992 and 100 Neediest Cases revenue of $1,360,559. Temporarily restricted campaign revenue of $4,795,905 for the year ended June 30, 2016, in addition to regular campaign revenue restricted for future campaigns, includes Consolidated Giving designations to programs managed by the Organization of $1,656,500 and 100 Neediest Cases revenue of $1,384,070. Only regular campaign designations are netted from campaign available for allocations/operations.

Page 15 UNITED WAY OF GREATER ST. LOUIS, INC. Notes To Financial Statements (Continued)

Permanently restricted revenue of $2,250,000 and $1,000,000 for the years ended June 30, 2017 and 2016, respectively, results from new United Way efforts to generate both short and long-term investments to support the community now and into the future.

4. Governmental Campaign

In U.S. federal offices and military installations throughout the St. Louis metropolitan area, the designation-driven workplace fundraising campaign is done through the East-West Gateway Combined Federal Campaign (CFC). The Organization is a participating federation in the CFC on behalf of itself and its member agencies. United Way federation agencies received pledges of $251,381 from the 2016/17 campaign and $288,087 from the 2015/16 campaign, both net of expenses and an allowance for uncollectible accounts estimated by the CFC. Total distributions made during the year ended June 30, 2017 from those two campaigns were $20,485 and $276,908, respectively. United Way’s shares of the distributions were $520 and $25,025, respectively. The 2015/16 CFC campaign was complete by that point. Total distributions made during the year ended June 30, 2016 from the 2015/16 and 2014/15 campaigns were $11,179 and $341,878, respectively, with United Way’s shares of the distributions being $0 and $24,258, respectively. During the 2015/16 and 2016/17 campaigns, the Organization complied with the requirements of the CFC campaign to honor designations made to each member agency by distributing a proportionate share of receipts based on donor designations to each member agency, insofar as they related to accounting matters.

Page 16 UNITED WAY OF GREATER ST. LOUIS, INC. Notes To Financial Statements (Continued)

5. Investments

Investments consist of the following: 2017 2016 Cash and money market accounts - short-term investments$ 1,983,253 $ 344,117 Certificates of deposit 3,749,794 7,108,493 Mutual funds: Domestic large blend index 21,961,357 17,601,523 Foreign large blend index 6,256,650 4,702,821 Real estate index 2,179,381 2,097,259 Fixed income mutual funds: Intermediate-term bond index 14,041,457 12,147,448

$ 50,171,892 $ 44,001,661

The total cost basis of these investments amounted to $38,116,009 and $35,154,486 at June 30, 2017 and 2016, respectively.

These amounts are reported in the statement of financial position as follows:

2017 2016

Certificates of deposit $ 2,754,000 $ 6,000,000 Assets restricted for temporary investment 4,525,074 3,378,091 Investments 34,421,182 28,151,934 Assets restricted for permanent investment (Note 8) 8,721,636 6,471,636

$ 50,421,892 $ 44,001,661

Assets restricted for temporary investment include amounts held relating to Dollar More and Dollar Help, and net gains on endowments, including the Endowment Fund of The United Way of Greater St. Louis, United Way Partnership Endowment, Overhead Support Endowment and Charmaine Chapman Endowment Fund.

Unrealized gains of $3,208,708 and $201,636 were recorded for the years ended June 30, 2017 and 2016, respectively, to adjust the investments to fair value.

The Organization invests in various investment securities. Investment securities are exposed to various risks, such as interest rate, market and credit risks. Due to the level of risk associated with certain investment securities, it is at least reasonably possible that material changes in the values of investment securities could occur.

Page 17 UNITED WAY OF GREATER ST. LOUIS, INC. Notes To Financial Statements (Continued)

6. Land, Building, Furniture And Equipment

Land, building, furniture and equipment consists of the following:

2017 2016 Accumulated Net Book Accumulated Net Book Cost Depreciation Value Cost Depreciation Value

Land $ 964,100 $ — $ 964,100 $ 964,100 $ — $ 964,100 Building 3,929,733 1,763,194 2,166,539 3,929,733 1,575,415 2,354,318 Furniture and equipment 3,024,256 2,730,583 293,673 2,945,644 2,575,475 370,169 Assets not placed into service 170,532 — 170,532 — — —

$ 8,088,621 $ 4,493,777 $ 3,594,844 $ 7,839,477 $ 4,150,890 $ 3,688,587

Depreciation expense amounted to $343,085 and $389,416 for the years ended June 30, 2017 and 2016, respectively.

7. Split-Interest Agreements

The Organization is a beneficiary of four charitable remainder trusts. Upon the death of the last surviving annuitant of each of the trusts, the Organization will receive a specified percentage of the remaining trust balances. At June 30, 2017 and 2016, the Organization’s specified percentage of the remaining balances was valued at $5,917,819 and $5,203,238, respectively (Note 9).

In addition, the Organization has a beneficial interest in seven perpetual trusts created by donors. The trust assets are not in the possession or control of the Organization but are held and administered by independent financial institution trustees. The Organization, along with other not-for-profit organizations, is a beneficiary of the trusts. The Organization has recorded the beneficial interest in the perpetual trusts at the Organization’s proportionate share of the current fair market value of the trusts, which amounts to $4,972,347 and $4,695,097 at June 30, 2017 and 2016, respectively (Note 8).

The change in value of split-interest agreements was an increase of $991,831 and a decrease of $417,430 for the years ended June 30, 2017 and 2016, respectively.

Page 18 UNITED WAY OF GREATER ST. LOUIS, INC. Notes To Financial Statements (Continued)

8. Assets Restricted For Permanent Investment

Assets restricted for permanent investment consist of:

2017 2016

Campaign pledges receivable $ 250,000 $ — Investments (Note 5) 8,471,636 6,471,636 Beneficial interest in perpetual trusts (Note 7) 4,972,347 4,695,097

$ 13,693,983 $ 11,166,733

9. Net Assets And Endowments

Temporarily restricted net assets consist of campaign contributions that have not yet been expensed or specifically allocated to Organization agencies as of June 30, 2017 and 2016, as well as contributions that have been restricted by donors for a particular purpose or program and unspent earnings on endowments. Amounts are released from restrictions when the agencies are notified, in writing, of their allocation and when expenses are incurred for program use.

Page 19 UNITED WAY OF GREATER ST. LOUIS, INC. Notes To Financial Statements (Continued)

Temporarily restricted net assets are available for the following donor-imposed restrictions: 2017 2016

Charitable Remainder Trusts (Note 7) $ 5,917,819 $ 5,203,238 United Way Partnership Endowment 2,519,419 2,392,706 2017 Campaign 2,568,857 — 2016 Campaign — 2,853,849 Endowment Fund of The United Way of Greater St. Louis Earnings 664,810 109,590 Spire's Dollar Help Program 567,055 262,752 Wells Fargo Collaborations 545,238 353,806 Individual Development Accounts 405,682 255,061 Boeing Programmatic Technology 341,880 341,880 Overhead Endowment Fund Earnings 310,950 410,157 East Side Aligned 248,293 120,960 Charmaine Chapman Endowment Fund Earnings 220,093 177,488 St. Louis Ready By 21 204,776 69,498 Dolly Parton's Imagination Library 186,996 231,036 Sponsorship - Major Gifts 170,533 — Long-Term Recovery Disaster Funding 166,030 173,954 Siemer Institute 150,000 200,000 Corporate Hardship and Assistance 115,002 4,916 GlaxoSmithKline - East Side Thrives 98,557 283,065 Ameren Missouri's Dollar More Program 85,079 65,493 Financial Coaching and Asset Building 68,868 — St. Louis Initiative to Reduce Violence 56,622 66,269 Organized Labor Assistance 55,158 24,868 United Way Collective Impact 50,000 50,000 David May Employee Trust 45,711 55,711 Citi Financial Head Start 39,986 41,227 Campaign Representatives Program 39,000 25,000 GM Truck 2-1-1 Direct Assistance 30,000 — Forward Through Ferguson Funding 11,302 115,975 St. Louis Mental Health Association Scholarships 11,059 11,059 United Way Ferguson Fund 8,571 60,453 Financial Education Money Smart Week 7,925 11,107 Pfizer Fund 2,710 2,710 100 Neediest Cases — 46,321 Anonymous and Other 106,103 109,173

$ 16,020,084 $ 14,129,322

Page 20 UNITED WAY OF GREATER ST. LOUIS, INC. Notes To Financial Statements (Continued)

Temporarily restricted net assets were released due to satisfaction of restrictions as follows: 2017 2016

Restricted Campaign $ 2,663,778 $ 1,690,610 100 Neediest Cases 1,406,880 1,371,455 Spire's Dollar Help Program 1,143,676 1,182,184 Wells Fargo Collaborations 703,292 244,497 Ferguson - Other Resources 520,453 161,351 Ameren Missouri's Dollar More Program 514,139 759,440 East Side Aligned 259,881 159,024 St. Louis Ready By 21 247,237 160,983 GlaxoSmithKline - East Side Thrives 184,508 216,935 Overhead Endowment Fund Earnings 123,181 120,247 United Way Partnership Endowment Fund Earnings 122,035 119,309 Ferguson Neighborhood Assistance Program (NAP) 60,000 — Long-Term Recovery Disaster Funding 58,424 187,812 Ferguson - Missouri Development Finance Board 54,123 45,877 Corporate Hardship and Assistance Funds 53,692 2,084 Citi Financial Head Start 51,241 117,392 Siemer Institute 50,000 200,000 Individual Development Accounts 48,791 66,728 Dolly Parton's Imagination Library 46,200 50,222 General Endowment Fund Earnings 41,851 — AHCM Grant 36,195 — Charmaine Chapman Endowment Fund Earnings 34,980 34,238 ESA - OJJDP Grant 34,869 — GM Truck 2-1-1 Direct Assistance 30,000 — Organized Labor Assistance 26,237 — Ferguson - Community Services Block Grant 23,390 439,929 Financial Education Money Smart Week 22,682 34,629 Financial Coaching and Asset Building 21,006 — Global Leadership Forum Now 18,066 — David May Employee Trust 10,000 10,000 St. Louis Initiative to Reduce Violence 9,647 62,810 Ferguson - Community Development Block Grant — 259,449 North County Collaborative - Summer Youth Opportunities — 250,000 Heroin Collaborative — 180,000 Ferguson - MOHELA — 100,000 Ferguson - Robert Woods Johnson Foundation — 73,398 Campaign Representatives — 41,000 Anonymous and Other, net 17,464 143,502

$ 8,637,918 $ 8,485,105

Page 21 UNITED WAY OF GREATER ST. LOUIS, INC. Notes To Financial Statements (Continued)

As required by generally accepted accounting principles, net assets associated with endowment funds, including funds designated by the Board of Directors to function as endowments (of which there are currently none), are classified and reported based on the existence or absence of donor-imposed restrictions.

The Board of Directors of the Organization has adopted an endowment investment policy requiring the preservation of the fair value of the original gift as of the gift date of the donor-restricted endowment funds absent explicit donor stipulations to the contrary. The Organization classifies as permanently restricted net assets (a) the original value of gifts donated to the permanent endowment, (b) the original value of subsequent gifts to the permanent endowment, and (c) accumulations to the permanent endowment made in accordance with the direction of the applicable donor gift instrument at the time the accumulation is added to the fund. The remaining portion of the donor- restricted endowment fund that is not classified in permanently restricted net assets is classified as temporarily restricted net assets until those amounts are appropriated for expenditure by the Organization.

Endowment Asset Composition By Type Of Fund As Of June 30, 2017:

Temporarily Permanently Unrestricted Restricted Restricted Total

Donor-restricted endowment funds$ — $ 3,715,272 $ 8,471,636 $ 12,186,908

Endowment Asset Composition By Type Of Fund As Of June 30, 2016:

Temporarily Permanently Unrestricted Restricted Restricted Total

Donor-restricted endowment funds$ — $ 3,044,381 $ 6,471,636 $ 9,516,017

Changes In Endowment Assets For The Fiscal Year Ended June 30, 2017: Temporarily Permanently Unrestricted Restricted Restricted Total

Endowment assets, beginning of year $ — $ 3,044,381 $ 6,471,636 $ 9,516,017

Investment return: Investment income — 232,117 — 232,117 Net realized and unrealized gains — 760,821 — 760,821 Total investment return — 992,938 — 992,938

Endowment additions — — 2,000,000 2,000,000

Appropriation of endowment assets for expenditure — (322,047) — (322,047)

Endowment assets, end of year $ — $ 3,715,272 $ 8,471,636 $ 12,186,908

Page 22 UNITED WAY OF GREATER ST. LOUIS, INC. Notes To Financial Statements (Continued)

Changes In Endowment Assets For The Fiscal Year Ended June 30, 2016:

Temporarily Permanently Unrestricted Restricted Restricted Total

Endowment assets, beginning of year $ (45,560) $ 3,116,718 $ 5,471,636 $ 8,542,794 Investment return: Investment income — 183,831 — 183,831 Net realized and unrealized gains — 63,186 — 63,186 Total investment return — 247,017 — 247,017 Restoration of underwater endowment 45,560 (45,560) — — Endowment additions — — 1,000,000 1,000,000

Appropriation of endowment assets for expenditure — (273,794) — (273,794) Endowment assets, end of year $ — $ 3,044,381 $ 6,471,636 $ 9,516,017

Funds With Deficiencies From time to time, the fair value of assets associated with individual donor- restricted endowment funds may fall below the original value of those contributions or “historic dollar value.” As of June 30, 2017 and 2016, there were no deficiencies of this nature.

Return Objectives And Risk Parameters The Organization has adopted investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs supported by its endowment while seeking to maintain the purchasing power of the endowment assets.

Endowment assets include those assets of donor-restricted funds that the Organization must hold in perpetuity or for a donor-specified period(s).

Strategies Employed For Achieving Objectives To satisfy its long-term rate-of-return objectives, the Organization relies on a total return strategy in which investment returns are achieved through both capital appreciation (realized and unrealized) and current yield (interest and dividends). The Organization targets a diversified asset allocation that places a greater emphasis on equity-based investments to achieve its long-term return objectives within prudent risk constraints.

Spending Policy And How The Investment Objectives Relate To It The Organization records earnings from its endowments in temporarily restricted funds until such time as they are appropriated and released to unrestricted when market conditions allow.

Page 23 UNITED WAY OF GREATER ST. LOUIS, INC. Notes To Financial Statements (Continued)

10. Pension Plans

Substantially all employees of the Organization are covered by a noncontributory defined benefit pension plan (the Plan). Benefits are based on years of service and salary levels prior to retirement. The Plan allows for the payment of benefits as a monthly annuity or as a lump sum distribution. The Organization’s objective in funding the Plan, in connection with the requirements of the Employee Retirement Income Security Act of 1974, is to accumulate funds to provide for all benefits and to maintain a relatively stable contribution level. The Plan is measured as of June 30th.

The following table sets forth the weighted average assumptions used to determine net periodic benefit expense and benefit obligations as of June 30 each year: 2017 2016

Discount rate 3.6% 3.5% Expected long-term return on plan assets 7.5% 7.5% Rate of compensation increase 2.5% 2.5%

The Organization’s expected long-term return on plan assets assumption is based on a periodic review and modeling of the Plan’s asset allocation and liability structure over a long-term period. Expectations of returns for each asset class are based on comprehensive reviews of historical data and economic/financial market theory. Contributions to the Plan are based on the expected long-term rate of return on plan assets assumption of 7.5%, which was selected using the “building block” approach described by the Actuarial Standards Board in Actuarial Standards of Practice No. 27 - Selection of Economic Assumptions for Measuring Pension Obligations.

The following table sets forth the funded status, components of pension expense and amounts included in the Organization’s statement of financial position for the Plan: 2017 2016

Projected benefit obligation $ (17,329,719) $ (16,630,851) Plan assets at fair value 16,053,844 13,218,079

Funded plan status liability (included in pension plan and postretirement plan liabilities)$ (1,275,875) $ (3,412,772)

Page 24 UNITED WAY OF GREATER ST. LOUIS, INC. Notes To Financial Statements (Continued)

Net periodic benefit expense (included in taxes and benefits expenses) includes the following components:

2017 2016

Service cost $ 792,993 $ 652,909 Interest cost 581,655 683,043 Expected return on plan assets (998,470) (1,168,064) Net amortization of actuarial loss 576,727 373,168 Loss due to settlement — 1,108,524

$ 952,905 $ 1,649,580

A loss due to settlement of $1,108,524 was recorded for the year ended June 30, 2016. This loss due to settlement was required because the sum of all lump-sum payments and annuity purchases for the year exceeded the sum of the service cost and interest cost for the year. There was no such loss recorded for the year ended June 30, 2017.

Amounts recognized on the statement of activities for pension and postretirement changes other than net periodic benefit costs consist of the following:

2017 2016

Net gain (loss) - pension plan $ 1,289,802 $ (1,514,215) Net gain (loss) - postretirement welfare plan (Note 11) 206,234 (636,115)

$ 1,496,036 $ (2,150,330)

The accumulated benefit obligation was $15,878,462 and $15,153,980 on June 30, 2017 and 2016, respectively. The accumulated benefit obligation differs from the projected benefit obligation in that it considers service and compensation earned by participants only prior to the valuation date.

Amounts expected to be reflected in Net Periodic Benefit Cost (excluding the period service cost, interest cost and return on plan assets) in the year ending June 30, 2018:

Net prior service cost $ — Net actuarial loss 393,654

$ 393,654

Page 25 UNITED WAY OF GREATER ST. LOUIS, INC. Notes To Financial Statements (Continued)

The following tables set forth by level, within the fair value hierarchy, the Plan’s assets at fair value as of June 30, 2017 and 2016:

June 30, 2017 Level 1 Level 2 Total Pooled Separate Accounts Mutual funds - domestic large cap index $ — $ 5,463,737 $ 5,463,737 Money Market Accounts Short-term investments 19,422 — 19,422 Mutual funds Domestic mid-cap index 1,526,560 — 1,526,560 Foreign large cap index 2,178,273 — 2,178,273 Real estate index 816,106 — 816,106 Fixed Income mutual funds Intermediate term bond index 4,460,211 — 4,460,211

Total assets at fair value$ 9,000,572 $ 5,463,737 $ 14,464,309

June 30, 2016 Level 1 Level 2 Total Pooled Separate Accounts Mutual funds - domestic large cap index $ — $ 4,406,162 $ 4,406,162 Money Market Accounts Short-term investments 19,361 — 19,361 Mutual funds Domestic mid-cap index 1,255,303 — 1,255,303 Foreign large cap index 1,813,994 — 1,813,994 Real estate index 832,153 — 832,153 Fixed Income mutual funds Intermediate term bond index 4,479,518 — 4,479,518

Total assets at fair value$ 8,400,329 $ 4,406,162 $ 12,806,491

Plan Assets also include a group annuity reported at its contract value of $1,589,535 and $411,588 at June 30, 2017 and 2016, respectively.

The Organization’s pension plan weighted average asset allocations by asset category are as follows: 2017 2016 Amount % Amount % Fixed income funds, fixed interest group annuity contract and money markets$ 6,069,168 37.8%$ 4,910,467 37.1% Equity funds 9,984,676 62.2% 8,307,612 62.9%

$ 16,053,844 $ 13,218,079

Page 26 UNITED WAY OF GREATER ST. LOUIS, INC. Notes To Financial Statements (Continued)

The asset allocation goal of the pension assets is generally 65% equity funds and 35% fixed income. The assets are to be invested in conservative, well-known vehicles traded on established U.S. exchanges.

The Organization has adopted a total return strategy and capital growth objective seeking to achieve a long-term rate of return, net of expenses, in excess of inflation, that also approximates or exceeds the assumed actuarial rate, and that approximates or exceeds the performance of a blended benchmark based on the Plan’s target asset allocation.

The long-term investment horizon, strong financial condition of the Organization, funding status, type of plan and return objective indicate a moderate level of investment risk is necessary and appropriate.

Census data used in calculating the Organization’s benefit obligation is as of June 30 of each plan year.

Based upon actuarial calculations, the Organization was not required to make a minimum contribution in 2017. Scheduled contributions, as recommended by actuarial valuation, were $841,431 and $631,664 for 2017 and 2016, respectively.

The Organization contributed $1,800,000 and $1,000,000 to the Plan in 2017 and 2016, respectively. Benefits paid to participants amounted to $275,349 and $3,221,198 for the years ended June 30, 2017 and 2016, respectively.

The Organization intends to contribute $1,000,000 in the year ending June 30, 2018.

Benefit payments estimated to be paid out in the event all participants requested their payouts are as follows:

Fiscal Year Amount

2018 $ 2,226,000 2019 2,764,000 2020 579,000 2021 597,000 2022 1,731,000 2023 - 2027 6,844,000

Page 27 UNITED WAY OF GREATER ST. LOUIS, INC. Notes To Financial Statements (Continued)

The Organization also maintains a 403(b) plan for eligible employees. Employees are allowed to contribute a percentage of their salaries up to a specified maximum. The 403(b) plan allows employer contributions. Employer contributions made to the plan for 2017 and 2016 amounted to $29,750 and $25,750, respectively.

On June 14, 2017, the Executive Committee of Organization approved a partial freeze on eligibility and accrued benefits for the defined benefit pension plan effective December 31, 2017. Only certain participants will continue to accrue benefits after the freeze. For those participants who are no longer accruing benefits, the Executive Committee approved an increase in Organization contributions to the plan effective January 1, 2018. The Organization contribution will be changed to 4% of eligible compensation plus $21 each pay date, plus an additional matching contribution up to 3% of compensation.

11. Postretirement Welfare Plan

In addition to providing pension benefits, the Organization provides healthcare benefits for certain retired employees. Substantially all of the Organization employees hired prior to July 1, 1990 and who retire from the Organization with 10 years of service are eligible for such benefits. None hired after that time are eligible. The benefits provide for the continuation of healthcare coverage with applicable employee contributions based on the particular coverage each eligible retiree selects. At age 65, coverage is provided as a supplement to Medicare at 100% if individual coverage is selected and at 50% for family coverage.

The following sets forth the amounts recognized in the Organization’s statement of financial position and the related periodic postretirement benefit cost:

2017 2016 Accumulated postretirement benefit obligation: Retirees and their beneficiaries/dependents$ 2,254,932 $ 2,021,469 Fully eligible active participants 600,786 875,840 Other active participants 401,784 367,942

Accrued postretirement benefit obligation (included in pension plan and postretirement plan liabilities)$ 3,257,502 $ 3,265,251

Page 28 UNITED WAY OF GREATER ST. LOUIS, INC. Notes To Financial Statements (Continued)

The Organization recognized expense related to the postretirement benefit obligation of $325,219 and $203,428 for the years ended June 30, 2017 and 2016, respectively. The assumed healthcare cost trend rate used in measuring the accumulated postretirement benefit obligation was 6.5% for the 2017 report and 7% for the 2016 report. In both years’ reports, the trend rate is projected to decrease each year to an ultimate rate of 5%. The assumed discount rate used in determining the accumulated benefit obligation was 4.00% and 3.75% for the years ended June 30, 2017 and 2016, respectively.

The accumulated postretirement benefit obligation is not funded; it is on a pay- as-you go basis. Accordingly, this plan has no assets. Unrestricted net assets include the actuarial loss of $1,248,602 and $1,454,836 at June 30, 2017 and 2016, respectively.

The healthcare cost trend rate assumption has a significant effect on the amounts reported. To illustrate, increasing the assumed healthcare cost trend rates by one percentage point in each year would increase the accumulated postretirement benefit obligation (PBO) as of June 30, 2017 by $518,219 and the aggregate of the service and interest cost components of net period postretirement benefit cost for the year then ended by $23,029. A decrease of 1% in the trend rates would decrease the PBO by $419,188 and the aggregate of the service and interest cost components of net period postretirement benefit cost for the year then ended by $18,745.

The net periodic postretirement benefit cost for the year ending June 30, 2018 is expected to include $146,000 amortization of net actuarial loss.

Expected Employer Contributions Fiscal 2018*$ 161,000

* Includes benefits expected to be paid from Organization assets

Expected Net Employer Benefit Payments Fiscal 2018$ 161,000 Fiscal 2019 146,000 Fiscal 2020 150,000 Fiscal 2021 140,000 Fiscal 2022 - 2026 147,000 Fiscal 2023 - 2027 758,000

Page 29 UNITED WAY OF GREATER ST. LOUIS, INC. Notes To Financial Statements (Continued)

12. Leases

The Organization leases various automobiles, leases garage space for its employees and visitors in St. Louis and leases office space for its Southwest Illinois Division under operating leases extending through 2025. Employees share in the cost for their parking through payroll deductions. At June 30, 2017, the future minimum annual rental payments payable are as follows:

Fiscal Year Amount

2018$ 129,481 2019 107,138 2020 78,458 2021 77,810 2022 78,587 Thereafter 281,199

$ 752,673

Rent expense amounted to $204,342 and $192,537 for the years ended June 30, 2017 and 2016, respectively.

13. Fair Value Measurements

Effective July 1, 2008, the Organization adopted the accounting standards for fair value measurements. The standard defines fair value as the exchange price that would be received for an asset or paid to transfer a liability (an exit price) in the principal or most advantageous market for the asset or liability in an orderly transaction between market participants on the measurement date. The accounting standard requires that valuation techniques maximize the use of observable inputs and minimize the use of unobservable inputs.

There are three general valuation techniques that may be used to measure fair value, as described below:

 Market approach - Uses prices and other relevant information generated by market transactions involving identical or comparable asset or liabilities.

 Cost approach - Based on the amount that currently would be required to replace the service capacity of an asset.

Page 30 UNITED WAY OF GREATER ST. LOUIS, INC. Notes To Financial Statements (Continued)

 Income approach - Uses valuation techniques to convert future amounts to a single present amount based on current market expectations about the future amounts.

Investments measured and reported at fair value are classified and disclosed in one of the following three categories:

Level 1 Quoted prices that are readily available in active markets/exchanges for identical investments.

Level 2 Pricing inputs other than quoted prices included within Level 1 that are observable for the investment, either directly or indirectly.

Level 3 Significant pricing inputs that are unobservable for the investment and includes investments for which there is little, if any, market activity for the investment.

The following are the major categories of assets measured at fair value on a recurring basis during the years ended June 30, 2017 and 2016 using quoted market prices in active markets for identical assets (Level 1); significant other observable inputs (Level 2); and significant unobservable inputs (Level 3).

June 30, 2017 Level 1 Level 2 Level 3 Total

Money market accounts reported as cash$ 8,610,300 $ — $ — $ 8,610,300 Money market accounts - short-term investments 1,983,253 — — 1,983,253 Mutual funds Domestic large blend index 21,961,357 — — 21,961,357 Foreign large blend index 6,256,650 — — 6,256,650 Real estate index 2,179,381 — — 2,179,381 Fixed income mutual funds Intermediate-term bond index 14,041,457 — — 14,041,457 Charitable remainder trusts — — 5,917,819 5,917,819 Interests in perpetual trusts — — 4,972,347 4,972,347

Total Assets$ 55,032,398 $ — $ 10,890,166 $ 65,922,564

Page 31 UNITED WAY OF GREATER ST. LOUIS, INC. Notes To Financial Statements (Continued)

June 30, 2016 Level 1 Level 2 Level 3 Total

Money market accounts reported as cash$ 4,158,306 $ — $ — $ 4,158,306 Money market accounts - short-term investments 287,299 — — 287,299 Mutual funds Domestic large blend index 17,601,523 — — 17,601,523 Foreign large blend index 4,702,821 — — 4,702,821 Real estate index 2,097,259 — — 2,097,259 Fixed income mutual funds Intermediate-term bond index 12,147,448 — — 12,147,448 Charitable remainder trusts — — 5,203,238 5,203,238 Interests in perpetual trusts — — 4,695,097 4,695,097

Total Assets$ 40,994,656 $ — $ 9,898,335 $ 50,892,991

The following is a reconciliation of the beginning and ending balances for assets measured at fair value on a recurring basis using significant unobservable inputs (Level 3) during the years ended June 30, 2017 and 2016:

Beneficial Interests In Interest In Charitable Perpetual Remainder Trusts Trusts

Balance - July 1, 2015$ 4,936,636 $ 5,379,129

Change in value of split-interest agreements (241,539) (175,891)

Balance - June 30, 2016 4,695,097 5,203,238

Change in value of split-interest agreements 277,250 714,581

Balance - June 30, 2017$ 4,972,347 $ 5,917,819

The beneficial interest in perpetual trusts held by others is valued using the fair value of the assets in the trusts as a practical expedient unless facts and circumstances indicate that the fair value of the assets in the trusts differs from the fair value of the beneficial interest.

Page 32 UNITED WAY OF GREATER ST. LOUIS, INC. Notes To Financial Statements (Continued)

Interests in charitable remainder trusts are measured at the present value of future cash flows considering the estimated return on the invested assets during the expected term of the agreement, the contractual payment obligations under the agreement, and a discount rate commensurate with the risks involved.

During 2017 and 2016, there were no changes in the methods and/or assumptions utilized to derive the fair value of the Organization’s assets.

14. Calculation Of Overhead Ratio

2017 2016 Total public support, revenue, gains and losses per statement of activities:$ 75,250,037 $ 69,368,884

Add/subtract revenue items not included on 990: Donor designations 11,639,395 9,810,747 Donated advertising income (23,550) (86,350) Net unrealized gains on investments (3,208,708) (201,636) (Increase) decrease in value of split-interest agreements (991,831) 417,430

Total revenue (Line 12, Part I of Form 990) $ 82,665,343 $ 79,309,075

Total fundraising expenses per Statement of Activities $ 4,755,950 $ 5,408,904 Less donated advertising expense not included on Form 990 (23,550) (86,350) Fundraising (Line 25(d), Part IX of Form 990) 4,732,400 5,322,554 Management and general (Line 25 (c), Part IX of Form 990) 2,198,454 1,982,655

Total overhead expenses$ 6,930,854 $ 7,305,209

Overhead expenses as a percentage of total revenue 8.38% 9.21%

Page 33 UNITED WAY OF GREATER ST. LOUIS, INC. Notes To Financial Statements (Continued)

The Organization received a contribution to establish a permanent Overhead Endowment Fund during the year ended June 30, 2011. This Fund’s purpose is to help offset the Organization’s annual operating expenses and reduce its effective overhead percentage. Appropriation of earnings from this endowment occurred during the years ended June 30, 2017 and 2016 and had the following impact:

2017 2016

Total overhead expenses$ 6,930,854 $ 7,305,209 Distribution from Overhead Endowment Fund (123,181) (120,247)

Overhead expenses net of distribution from Overhead Endowment Fund$ 6,807,673 $ 7,184,962

Overhead expenses as a percentage of total revenue after distribution from Overhead Endowment Fund 8.24% 9.06%

United Way Worldwide has prescribed a standard method for individual United Ways to calculate their overhead percentages. United Ways should calculate their overhead percentage using totals from their IRS Form 990. The amounts in the above schedule for the year ended June 30, 2017 are the amounts that are anticipated to be shown in the Form 990, which had not yet been prepared as of the date of this year’s audit. Per a directive from United Way Worldwide, dues paid to them are to be allocated to both program services and supporting services. The amount of dues allocated to program services is $301,979 and $295,196 for the years ended June 30, 2017 and 2016, respectively. The amount of dues allocated to supporting services in 2017 included $187,166 to fundraising and $71,737 to management and general expenses. During 2016, these expenses were $200,031 and $62,273, respectively.

15. Other Assets

In 2017 and 2015, the Organization invested $400,000 and $600,000, respectively, to join a group organized by United Way Worldwide to assess the changing charitable landscape and develop a digital platform to engage potential investors. In 2017, the $400,000 payment was accounted for as an investment in the new philanthropic fund raising partnership, United Way Digital Services Holdings, LLC. The statement of financial position reflects the $400,000 investment as other assets at June 30, 2017. In 2015, the $600,000 expenditure was exploratory in nature and was used to evaluate the feasibility of developing a competitive philanthropic fund raising platform and included in expenses for the year then ended.

Page 34 UNITED WAY OF GREATER ST. LOUIS, INC. Notes To Financial Statements (Continued)

16. Contingencies

The Organization is subject to occasional legal claims arising out of the normal course of conducting its operations. Management does not expect that these matters will have a material adverse effect on the financial statements of the Organization.

Page 35

Management Certifications

I hereby certify that as of November 22, 2017:

a) I have reviewed the audited financial statements of the United Way of Greater St. Louis, Inc. for the year ended June 30, 2017.

b) To the best of my knowledge, these financial statements neither contain any untrue statement of a material fact nor omit a material fact necessary to make the financial statements not misleading.

c) To the best of my knowledge, these financial statements and other financial information included in this report, fairly present, in all material respects, the financial condition, results of operations, and cash flows of United Way of Greater St. Louis, Inc. as of and for the year ended June 30, 2017.

Orvin T. Kimbrough President and C.E.O.

Vander H. Corliss Senior Vice President and C.F.O.

Page 36 HELPING PEOPLE

2017 LOOKING BACK/ MOVING FORWARD FIGHTING At United Way of Greater St. Louis, we fight for every person in our community. We fight for the education of every child, the basic needs of every family, and the self-sufficiency of every person. Because what happens to one of us, happens to all of us. United, we fight for those who can’t. United, we fight for change. United, we “NEVER DOUBT THAT fight to help people live their best possible lives.

A SMALL GROUP The persistent problems that plague our region – poverty, educational disparities, violence, racial OF THOUGHTFUL, inequity, homelessness – limit people and limit potential. We work toward a St. Louis region that provides and supports the foundation for people to live their best possible lives. COMMITTED CITIZENS Our investments into basic needs, educational opportunities, financial stability, health and stronger CAN CHANGE THE communities help more than 1 million people locally and provide the building blocks for each of us WORLD; INDEED, IT’S to meet our potential. THE ONLY THING THAT EVER HAS.”

– MARGARET MEAD 2,300+

MORE THAN 140,000 CHILDREN WERE READY 23,000 FAMILIES INCREASED PEOPLE RECEIVED TO ENTER KINDERGARTEN THEIR INCOME, SAVINGS HELP TO MEET THEIR LAST YEAR AND ASSETS BASIC NEEDS At United Way of Greater St. Louis, we mobilize our region to solve its most MOBILIZING pressing issues. By bringing donors, volunteers, companies and organizations together, we are making the St. Louis region a better place to live, work and thrive. “GROWTH IS NEVER BY United Way convenes and collaborates with organizations across sectors to surround our community’s most critical problems. Because no one can solve them alone. Not only are we solving MERE CHANCE; IT IS issues that affect the entire community, but we’re also helping companies achieve their corporate THE RESULT OF FORCES citizenship goals. Last year, United Way led more than 200 corporate projects designed to engage employees while helping the community. Through our corporate, government, individual and WORKING TOGETHER.” nonprofit partnerships, we’re mobilizing like never before. – JAMES CASH PENNEY

MOST FUNDS EVER RAISED THROUGH GENERAL FUNDING AND WORKPLACE CAMPAIGNS TO MORE THAN 2,000 AREA HELP PEOPLE IN THE MORE THAN 17,400 COMPANIES CONTRIBUTED ST. LOUIS REGION – LOCAL VOLUNTEERS TO THE SUCCESS OF THE $75,650,000 GAVE BACK THROUGH COMMUNITY CAMPAIGN STLVOLUNTEER It takes just one person to initiate change. United Way connects people with TRANSFORMING causes close to their hearts and inspires them to roll up their sleeves in their community and make lasting change.

“TRANSFORMATION IN Helping people with basic needs, chronic health issues and disaster services is critical to keep THE WORLD HAPPENS people safe and healthy in the short term. But, how do we make real and lasting change at scale? WHEN PEOPLE ARE How do we create the conditions for the next generation to be successful? From broad-reaching collective impact work to targeted transformative projects, United Way works diligently to change HEALED AND START the trajectory of future generations. INVESTING IN OTHER PEOPLE.”

– MICHAEL W. SMITH

160+

MEMBER AGENCIES WERE MORE THAN 1,500 YOUTH 21 AREA SCHOOL DISTRICTS ABLE TO HELP 1 IN 3 PEOPLE BENEFITED FROM INCREASED HAVE COMMITTED TO IN OUR REGION THROUGH ACCESS TO OUT-OF-SCHOOL NEW POLICIES THAT WILL UNITED WAY FUNDING TIME PROGRAMS IN IMPROVE OUTCOMES FOR EAST ST. LOUIS THEIR STUDENTS AGENCY FUNDING AGENCY FUNDING

Alcoholic Rehabilitation $65,619 Caritas Family Solutions $102,303 FamilyForward $520,187 Legal Services of $643,910 Operation Blessing $50,675 The National Alliance on $22,880 Community Home Eastern Missouri Inc. "People That Care" Inc. Mental Illness Southwestern CASA of Southwestern $146,152 Fathers' Support Center, $130,075 Illinois Almost Home Inc. $113,073 Illinois St. Louis Lemay Child and $225,104 Paraquad Inc. $168,770 Family Center The Salvation Army $975,793 Alzheimer's Disease $292,085 Catholic Charities of $365,896 Foster and Adoptive Care $321,692 Phoenix Crisis Center Inc. $40,769 and Related Disorders Madison County Coalition Lessie Bates Davis $627,711 Tri-Cities Area Association $12,884 Preferred Family Healthcare $230,321 Association, St. Louis Chapter Neighborhood House Inc. Catholic Charities of St. Louis $399,073 Gateway Region YMCA $1,738,608 for Handicapped Inc. Provident Inc. $1,726,494 American Cancer Society $1,334,508 Leu Civic Center Inc. $161,931 Turning Point $107,297 Catholic Family Services Inc. $436,001 Gene Slay's Boys' Club of $231,115 Queen of Peace Center $96,297 American Diabetes $83,457 St. Louis Inc. LifeBridge Partnership $142,912 United 4 Children $174,965 Center for Hearing & $414,593 Association Rebuilding Together $25,919 Speech Girl Scouts of Central Illinois $8,220 Lincoln County Council $149,951 United Cerebral Palsy $398,283 American Heart Association - $903,940 on Aging SouthWest Illinois Center for Women in $67,615 Girl Scouts of Eastern $630,072 Heartland Greater St. Louis Chapter Riverbend Family $15,278 Transition Missouri Lupus Foundation of America $58,321 United Services for Children $276,777 American Lung Association $408,255 Heartland Chapter Inc. Ministries, NFP of the Upper Midwest Inc. Central Institute for the Deaf $252,609 Girl Scouts of Southern Illinois $238,702 University City $160,294 Lutheran Child and Family $90,661 Riverbend Head Start & $91,772 Child Center Marygrove $436,696 Girls Incorporated of St. Louis $399,297 Children's Center American Red Cross of Central $156,783 Services of Illinois Family Services Inc. Urban League of $1,336,812 and Southern Illinois Region Children's Home & Aid $470,943 Glen-Ed Pantry $28,208 Safe Connections $322,779 Lutheran Family and $771,304 Metropolitan St. Louis American Red Cross of $3,706,320 College Bound $91,634 Good Samaritan House of $52,413 Children's Services of Saint Louis Crisis Nursery $211,431 Violence Prevention Center $131,427 Eastern Missouri Granite City Inc. Missouri Collinsville Area Meals $7,621 Saint Louis Effort for AIDS Inc. $278,658 of Southwestern Illinois Amyotrophic Lateral $189,616 On Wheels Good Shepherd Children & $560,488 Lutheran Senior Services $251,964 Scott Air Force Base $31,335 Visiting Nurse Association $76,843 Sclerosis Association Family Services St. Louis Regional Chapter Community Care Center Inc. $116,811 Macoupin Center for the $56,493 Youth Programs of Greater St. Louis Grace Hill Settlement House $867,855 Developmentally Disabled Annie Malone Children and $261,504 Community Council of $126,785 Senior Services Plus Inc. $103,208 Voices for Children $129,585 St. Charles County Great Circle $712,355 Madison County $225,590 Family Service Center Sherwood Forest Camp Inc. $410,043 VOYCE $175,254 Urban League Inc. Community Link $220,269 Guardian Angel Settlement $375,843 Arthritis Foundation, $67,827 Society of St. Vincent $113,870 Webster Child Care Center $230,392 Association Main Street Community $16,000 Heartland Region Inc. Community Living, Inc. $214,974 Center Inc. De Paul of St. Louis at Laclede Groves Asthma and Allergy $143,664 Harris House Foundation $273,121 Comtrea Inc. $70,768 Mary Ryder Home $554,266 Society of St. Vincent $21,232 Wesley House Association $152,308 Foundation of America Highland Area Christian $43,790 De Paul, Edwardsville Coordinated Youth and $181,853 Women's Safe House $147,666 St. Louis Chapter Service Ministry Mathews-Dickey Boys & $350,316 SouthSide Early $226,403 Human Services Girls Club Wyman Center Inc. $650,505 Big Brothers Big Sisters of $554,286 Human Support Services $239,367 Childhood Center Cornerstone Center for $309,051 Eastern Missouri Mental Health America $200,159 Young Men's Christian $35,477 Early Learning Inc. Humanitri $128,954 St. Clair Associated $103,055 Association of Edwardsville Big Brothers Big Sisters of $80,693 MERS/Missouri Goodwill $682,726 Vocational Enterprises Inc. Crider Health Center Inc. $465,154 Illinois Center for Autism $222,159 Southwestern Illinois Industries Youth and Family Center $437,204 St. Clair County Child $121,517 Crime Victim Advocacy $72,168 IMPACT CIL $40,542 Boy Scouts of America - $6,608 MindsEye Radio $91,718 Advocacy Center Youth In Need $653,582 Center of St. Louis Abraham Lincoln Council Infant Loss Resources $44,886 NAMI St. Louis $87,515 St. John's Community Care $40,176 YWCA of Metropolitan $684,804 Boy Scouts of America Inc., $1,927,378 Crisis Food Center Inc. $68,537 International Institute of $354,843 National Council on $456,584 St. Joseph Institute $76,841 St. Louis Greater St. Louis Area Council Delta Gamma Center $72,868 Metropolitan St. Louis Alcoholism and Drug Abuse for the Deaf for Children with Visual Boys and Girls Club of $112,916 JDRF/Greater Missouri & $102,611 - St. Louis Area Inc. Alton, Inc. Impairments St. Louis Arc $715,899 Southern Illinois National Kidney $107,573 Easter Seals Midwest $172,155 St. Louis Area Foodbank, Inc. $428,186 Boys and Girls Club of $71,571 Jewish Community Center $965,108 Foundation Inc. Bethalto, Inc. Emmaus Homes, Inc. $221,468 St. Martha's Hall $159,827 Jewish Family and $717,253 National Multiple Sclerosis $248,360 Boys and Girls Clubs of $660,360 Employment Connection $491,519 Children's Service Society - Gateway Area St. Martin's Child Center $164,410 Greater St. Louis Inc. Chapter Empower Missouri $20,485 Jewish Federation of St. Louis $176,462 St. Mary's Special Services $212,857 Boys and Girls Clubs of $136,807 Neighborhood Houses $661,068 for Exceptional Children St. Charles County Epilepsy Foundation of $60,842 Joe W. Roberts Youth Club $39,357 Missouri and Kansas NextStep for Life Inc. $102,037 St. Patrick Center $523,893 Calhoun County Council for $9,000 Kids In The Middle Inc. $242,764 Epworth Children and $707,329 Northside Youth And $198,404 St. Vincent Home for Children $105,298 Senior Citizens Kingdom House $626,089 Family Services Inc. Senior Service Center Inc. Call for Help, Inc. $158,662 Support Dogs Inc. $171,003 Kreative Kids Learning Center $42,024 Faith in Action Edwardsville/ $7,411 Nurses for Newborns $386,515 Cardinal Ritter $376,045 Glen Carbon Land of Lincoln Legal $331,666 Senior Services Oasis Women's Center $75,526 Assistance Foundation Inc. BOARD/EXECUTIVE COMMITTEE FINANCIAL SNAPSHOT

Statement of Financial Position Statement of Activities BOARD CHAIR Ellen L. Theroff Vincent J. Gaffigan John O’Mara Michael A. DeCola Women’s Leadership Society Chair Michael J. Gallagher Kathy Osborn June 30, June 30, 2017 Total 2016 Total Keith H. Williamson Thomas F. George, Ph.D. Christina M. Page 2017 2016 PUBLIC SUPPORT, REVENUE AND VICE CHAIRS African American Leadership - Scott R. Goodman Kei Y. Pang GAINS (LOSSES) Charmaine Chapman Society Chair ASSETS Mrs. Stephen F. Brauer Diann D. Gross Penny Pennington Public Support Natalie Guard Susan E. Piazza Cash and cash equivalents $7,127,255 $4,038,385 Annual campaigns $78,636,150 74,947,395 Dr. Donald M. Suggs AUXILIARY Patricia A. Hagen, Ph.D. Jeff L. Pittman, Ph.D. Campaign pledges receivable 27,801,346 32,374,375 Donor designations (11,639,395) (9,810,747) BOARD CHAIRS Provision for uncollectible pledges (2,346,977) (2,024,857) Lawrence E. Thomas Sheena R. Hamilton James G. Powers Allowance for uncollectible pledges (3,515,855) (3,379,151) Joann M. Barton Net Annual Campaigns 64,649,778 63,111,791 Patrick J. White Southwest Illinois Division Lane A. Hamm J. Michael Pressimone, Ed.D Other receivables and prepaids 1,085,006 1,115,458 Estate, trust and other contributions 5,308,729 5,548,783 Auxiliary Board Chair Frank Hamsher Janet T. Ramey Certificates of deposit 2,754,000 6,000,000 Total Public Support 69,958,507 68,660,574 TREASURER Christopher W. Hanaway Karlos Ramirez Michael E. Borgna Charitable remainder trusts 5,917,819 5,203,238 Revenue and Gains (Losses) Michael R. Hogan Matthew K. Harbaugh John Ramon Net realized gains on investments 69,011 57,655 West Region Auxiliary Board Assets restricted for temporary Chair Michael F. Hart Georgina Randazzo Net unrealized gains on investments 3,208,708 201,636 CORPORATE SECRETARY investment 4,525,074 3,378,091 Robert J. Henkel, FACHE Alexander Rodrigo Investment income 1,021,980 866,449 Keith A. Burton Investments 34,421,182 28,151,934 Valerie E. Patton Tri-Cities Auxiliary Council Chair Wendy J. Henry Joe Rudd Increase (decrease) in value of Land, building, furniture and equipment 3,594,844 3,688,587 split-interest agreements 991,831 (417,430) Patrick E. Smith, Sr. Bruce B. Holland Cassandra R. Sanford LEGAL COUNSEL Assets restricted for permanent Total Revenue and Gains (Losses) 5,291,530 708,310 Illinois Division Auxiliary Board Janet M. Holloway Ruth M. Saphian investment 13,693,983 11,166,733 Thomas J. Minogue Chair Michael R. Holmes, Sr. Michael V. Sarli Total Public Support, Revenue and Katie A. Hubbard Mark A. Schmitt Other assets 400,000 — Gains (Losses) 75,250,037 69,368,884 UNITED WAY OFFICER AT-LARGE MEMBERS Ryan L. Hyman Scott C. Schnuck Orvin T. Kimbrough Total Assets $97,804,654 $91,737,650 James A. Auffenberg Jr. Andrea Jackson-Jennings Todd R. Schnuck Marie-Helene Bernard ALLOCATIONS AND EXPENSES COMMITTEE CHAIRS Candace O. Jennings Michael J. Scully LIABILITIES AND NET ASSETS Gross funds awarded to agencies 49,640,025 53,038,585 John S. Beulick Ann Beatty, Ph.D. Karen M. Jordan Shelley J. Seifert Liabilities Donor designations (3,166,875) (3,696,386) Organizational Development Carl Bisig Dr. Barbara R. Kavalier Rachel Seward Other programs and grants 3,913,498 3,924,724 Brian J. Bjorkman Accounts payable and accrued Committee Chair Ryan R. Kemper Reuben A. Shelton expenses $1,127,236 $1,309,671 Allocations to agencies and other Albert L. Bond Mark A. Kern Ellen Sherberg Lynn Beckwith Jr., Ed.D. Payable to United Way Worldwide 280,440 278,750 programs 50,386,648 53,266,923 2-1-1 Advisory Committee Chair Alexander Borchert Jeffrey B. Klopfenstein Stanley Shoun Other Program Services: Allocations payable 24,878,151 25,679,644 William Bradley Jr. Lauren M. Kolbe Kelly A. Simpson PE, LEED AP Allocations/Grant-making 1,691,656 1,670,680 Steven J. Brackney Donor designations payable 3,276,340 4,478,178 Finance Committee Chair Lynn Britton Shawn P. Kormanek Suzanne Sitherwood Community Solutions 2,829,826 3,303,880 Mark E. Burkhart Pension plan and post-retirement Volunteer Center 611,806 595,537 Karen Branding Jay R. Korte Francis G. Slay Gloria Carter-Hicks Todd J. Korte Cynthia E. Smalley plan liabilities 4,533,377 6,678,023 Case Management Services 2,999,731 2,975,604 Public Affairs Committee Chair Philanthropic Services 876,276 336,303 Michele R. Cheatham Total Liabilities 34,095,544 38,424,266 Kevin R. Farrell Daniel G. Korte Frederic M. Steinbach Total Program Services 59,395,943 62,148,927 Robert J. Ciapciak Don G. Lents Charles A. Stewart Jr., CPA Supporting Services: Contracts Committee Chair Net Assets Carol M. Clark Leigh A. Lewis John Stiffler Fundraising 4,755,950 5,408,904 Rodney W. Kinzinger Unrestricted: Audit Committee Chair Ralph W. Clermont Keith Linderer Susan A. Stith Management and general 2,198,454 1,982,655 Scott D. Cochran Steven H. Lipstein Robert P. Stupp Jr. Board designated 3,553,064 1,120,584 Total Supporting Services 6,954,404 7,391,559 Melissa Lackey Mark Conner Marketing & Communications Jason M. Logsdon Victor P. Svec Net investment in land, building Total Allocations and Expenses 66,350,347 69,540,486 Committee Chair David A. Cook Daniel J. Ludeman Dan Telle and equipment 3,528,197 3,669,090 Increase (Decrease) in Net Assets Nancy E. Cross W. Stephen Maritz Adam N. Mahlandt Steven J. Tucker Available for operations 26,913,782 23,227,655 from Operations 8,899,690 (171,602) Nominating Committee Chair Mark E. Cunningham Ann W. Marr John P. Tvrdik Total Unrestricted 33,995,043 28,017,329 Pension and Postretirement Plan Mark C. Darrell Michael F. Neidorff Kathleen M. Mazzarella Craig A. Unruh Temporarily restricted 16,020,084 14,129,322 Changes Other than Net Periodic Ron L. Daugherty Richard H. McClure Sandra Van Trease Benefit Costs 1,496,036 (2,150,330) Campaign Committee Chair Permanently restricted 13,693,983 11,166,733 Jama L. Dodson James J. McGrath Karen M. Vangyia Increase (Decrease) in Net Assets 10,395,726 (2,321,932) James R. Schmersahl Total Net Assets 63,709,110 53,313,384 Community Investment Juliette E. Douglas Edward McLaughlin Kimberly G. Walker CFA Net Assets - Beginning of Year 53,313,384 55,635,316 Thomas C. Erb Committee Chair Richard A. Merluzzi Dwaun J. Warmack, Ed.D. Net Assets - End of Year $63,709,110 $53,313,384 Daniel E. Farmer Michael L. Moehn Dean Webb Total Liabilities and David L. Steward Net Assets $97,804,654 $91,737,650 Strategic Giving & Innovation Vicki L. Felker Stacey Morse James D. Weddle Committee Chair Tom Finan Dean P. Mueller Don L. Willey Jeff S. Fothergill Patrick Murphy Jessica B. Willingham Catherine A. French Robert L. Newmark Mark S. Wrighton, Ph.D. Johnny Furr, Jr. Jennifer L. Nguyen, Ph.D. Jackie Yoon Complete audited financial statements as of and for the year ended June 30, 2017, are available at helpingpeople.org/our-reports. For details regarding unrestricted, temporarily restricted, and permanently restricted activities, refer to the audited financial statements. HELPING PEOPLE LIVE THEIR BEST POSSIBLE LIVES United Way of Greater St. Louis, Inc. 2018 Roster Lynn L. Beckwith Jr., Ed.D. Board of Directors Endowed Professor of Urban Education University of Missouri - St. Louis Overview: United Way of Greater St. Louis is 4109 Fortitude Court a volunteer-directed organization. We are Florissant, MO 63034 governed by a local volunteer board of Phone: (314) 837-4085 directors that represents every sector and E-Mail: region that United Way serves. Marie-Helene Bernard A President and C.E.O. St. Louis Symphony 718 North Grand Chris Arnold St. Louis, MO 63103-1011 Financial Planning Associate Phone: (314) 286-4150 Plancorp Inc E-Mail: [email protected] 540 Maryville Centre Drive, Suite 105 St. Louis, MO 63141 Tiana Berry-Jones Phone: (636) 532-7824 Creative Director E-Mail: [email protected] Launchcode Phone: 618-531-8098 James A. Auffenberg Jr. E-Mail: [email protected] President Auffenberg Dealer Group of Illinois John S. Beulick 1708 New Car Drive Managing Partner O'Fallon, IL 62269 Armstrong Teasdale LLP Phone: (618) 624-2277 x1200 7700 Forsyth Boulevard, Suite 1800 E-Mail: [email protected] St. Louis, MO 63105 Phone: (314) 342-4149 E-Mail: [email protected] B Joann M. Barton George C Bisig Senior Vice President Vice President, Operations TheBANK of Edwardsville Allsup, LLC 330 West Vandalia 300 Allsup Place Edwardsville, IL 62025-1911 Belleville, IL 62223-8625 Phone: (618) 659-6403 Phone: (618) 236-5060 E-Mail: [email protected] E-Mail: [email protected]

Ann Beatty Ph.D. Brian J. Bjorkman Founder and C.E.O. EVP-Regional President BEATTY Busey Bank 168 North Meramec Avenue, Suite 105 12300 Olive Boulevard Saint Louis, MO 63105 St. Louis, MO 63141-6434 Phone: (314) 881-2800 x2830 Phone: (314) 878-2210 E-Mail: [email protected] E-Mail: [email protected]

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Albert L. Bond Camilla T. Brauer Executive Secretary- Treasurer Civic Leader St. Louis - Kansas City Carpenters Regional 9630 Ladue Road Council St. Louis, MO 63124 1401 Hampton Avenue Phone: (314) 994-0038 St. Louis, MO 63139-3199 E-Mail: [email protected] Phone: (314) 644-4800 E-Mail: [email protected] Mark E. Burkhart Managing Principal Alexander Borchert BurkHill Real Estate, LLC Senior Vice President, Investments 13426 Mason Grove Lane Altus Properties, Inc. St. Louis, MO 63131-1731 231 S Bemiston Ave, Suite 650 Phone: (314) 422-4099 St. Louis, MO 63131 E-Mail: [email protected] Phone: (314) 569-5000 E-Mail: [email protected] C Cenia D. Bosman Executive Director Gloria Carter-Hicks Community Action Agency of St. Louis President and C.E.O. County, Inc. Hicks-Carter-Hicks, L.L.C. 2709 Woodson Road 12747 Olive Boulevard, Suite 300 St. Louis, MO 63114-4817 Saint Louis, MO 63141 Phone: (314) 446-4402 Phone: (314) 260-7587 x544 E-Mail: [email protected] E-Mail: [email protected]

Steven J. Brackney Dale T. Chapman OF-Senior Vice President Controller President Enterprise Holdings, Inc. Lewis & Clark Community College 600 Corporate Park Drive 5800 Godfrey Road St. Louis, MO 63105 Godfrey, IL 62035 Phone: (314) 512-2073 Phone: (618) 468-2001 E-Mail: [email protected] E-Mail: [email protected]

William Bradley Jr. Robert J. Ciapciak Vice President, Community Affairs Partner Anheuser-Busch Edward Jones One Busch Place 12555 Manchester Road St. Louis, MO 63118 St. Louis, MO 63131 Phone: (314) 577-7162 Phone: (314) 515-3399 E-Mail: [email protected] E-Mail: [email protected]

Karen L. Branding Ralph W. Clermont Senior Vice President for Public Affairs Retired Partner The Federal Reserve Bank of St. Louis KPMG LLP 19 Wydown Terrace 2311 Clifton Forge Drive Saint Louis, MO 63105 St. Louis, MO 63131-3120 Phone: (314) 444-8304 Phone: (314) 444-1400 E-Mail: [email protected] E-Mail: [email protected]

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Scott D. Cochran Executive Vice President and Global Financial D Solutions and Acquisitions Reinsurance Group of America, Inc. (RGA) Mark C Darrell 16600 Swingley Ridge Road Senior Vice President, General Counsel & Chesterfield, MO 63017 Chief Compliance Officer Phone: (636) 736-8174 Spire E-Mail: [email protected] 700 Market Street Saint Louis, MO 63101 Veronica D. Coleman Phone: (314) 342-0520 Financial Advisor E-Mail: [email protected] Edward Jones Branch 3908 Maryville Road, Suite 1 Ron L. Daugherty Granite City, IL 62040 President and C.E.O. Phone: (618) 931-2397 Daugherty Business Solutions E-Mail: Three City Place Drive, Suite 400 [email protected] St. Louis, MO 63141 Phone: (314) 432-8200 Diane Compardo E-Mail: [email protected] Principal Moneta Group Michael A. DeCola 100 South Brentwood Boulevard, Suite 500 CEO Clayton, MO 63105 HBM Holdings Phone: (314) 244-3222 101 South Hanley Boulevard, Suite 1050 E-Mail: [email protected] Clayton, MO 63105 Phone: (314) 376-2520 Mark Conner E-Mail: [email protected] Directing Business Representative Machinists District 9 Jama L. Dodson 12365 St. Charles Rock Road Executive Director Bridgeton, MO 63044-2503 Saint Louis Mental Health Board Phone: (314) 739-6200 333 South 18th Street, Suite 200 E-Mail: [email protected] St. Louis, MO 63103 Phone: (314) 535-6964 x16 Nancy E. Cross E-Mail: [email protected] Vice President - Local 1 Service Employees Local 1 Missouri Division Audrey V. Dorch 2725 Clifton Avenue Vice President, Chief Legal Officer, St. Louis, MO 63139-2712 Government Affairs & Corporate Secretary Phone: (314) 647-9950 Peabody E-Mail: [email protected] Peabody Plaza St. Louis, MO 63101-1826 Mark Edward Cunningham Phone: (314) 342-8133 Chief Executive Officer E-Mail: [email protected] Gateway Regional Medical Center 2100 Madison Avenue Granite City, IL 62040 Phone: (618) 798-3993 E-Mail: [email protected]

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Juliette E. Douglas Timothy M. Figge Deputy Director President Six Mile Regional Library District Hussmann Corporation 2001 Delmar Avenue 12999 St. Charles Rock Road Granite City, IL 62040 Bridgeton, MO 63044-2419 Phone: (618) 501-4782 Phone: (314) 298-6228 E-Mail: [email protected] E-Mail: [email protected]

Tom Finan

E Executive Director Construction Forum STL Thomas C. Erb 3425 Hampton Avenue, 2nd Floor Chairman St. Louis, MO 63139 Lewis Rice LLC Phone: (314) 880-2063 600 Washington Avenue, Suite 2500 E-Mail: [email protected] St. Louis, MO 63101 Phone: (314) 444-7613 Catherine A. French E-Mail: [email protected] Community Leader 2201 Argonne Meadows Drive F Lake Saint Louis, MO 63367 Phone: (314) 374-2815 Daniel E. Farmer E-Mail: [email protected] Sr. Analyst/Competitive Intelligence Edward Jones G 12555 Manchester Road St. Louis, MO 63131 Vincent J. Gaffigan Phone: (314) 515-6289 Executive Vice President and Director of Risk E-Mail: [email protected] Management Lockton Inc. Kevin R. Farrell Three City Place Drive, Suite 900 Principal St. Louis, MO 63141 Avison Young Phone: (314) 812-3227 300 Hunter Avenue, Suite 102 E-Mail: [email protected] St. Louis, MO 63124 Phone: (314) 862-5000 Michael X. Gallagher E-Mail: [email protected] Managing Director Accenture LLP Vicki L. Felker 300 North Broadway Vice President, Market Development St. Louis, MO 63102 Organization Phone: (314) 345-3092 Nestle Purina PetCare Company E-Mail: [email protected] One Checkerboard Square 8T Saint Louis, MO 63164 Scott R. Goodman Phone: (314) 982-2462 President, Enterprise Bank & Trust E-Mail: [email protected] Enterprise Financial 150 North Meramec Avenue Saint Louis, MO 63105 Phone: (314) 512-7222 E-Mail: [email protected]

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Lisa G. Gould Funds Benefit Manager H SEIU Local 1 MO Benefit Trust 5585 Pershing, Suite 110 Patricia A. Hagen PhD St. Louis, MO 63112 President/Executive Director Phone: (314) 533-3645 x27 T-REX E-Mail: [email protected] 911 Washington Avenue St. Louis, MO 63101 Carolyn Greathouse Phone: (314) 241-7500 Principal, Advisory E-Mail: [email protected] KPMG LLP Ten South Broadway, Suite 900 Sheena R. Hamilton St. Louis, MO 63102-1761 Associate Phone: (314) 244-4096 Dowd Bennett LLP E-Mail: [email protected] 7733 Forsyth Boulevard, Suite 1900 St. Louis, MO 63105 Diann D. Gross Phone: (314) 889-7325 Partner Deputy Vice Chair- Professional E-Mail: [email protected] Practice Ernst & Young LLP Lane A. Hamm 190 Carondelet Plaza, Suite 1300 President Clayton, MO 63105 Weekends Only Furniture & Mattress Phone: (314) 290-1044 349 Marshall Avenue, 3rd Floor E-Mail: [email protected] St. Louis, MO 63119-1862 Phone: (314) 447-1512 Natalie Guard E-Mail: [email protected] Civic Leader 158 Pinehurst Estates Drive Christopher W. Hanaway Saint Louis, MO 63141 Senior Vice President and Portfolio Manager Phone: (314) 878-3505 Wells Fargo E-Mail: [email protected] One North Jefferson - MAC H0004-154 St. Louis, MO 63103 Gireesh V. Gupchup Phone: (314) 875-2820 Professor & Associate Dean E-Mail: SIUE-Southern Illinois University [email protected] Edwardsville Southern Illinois University Matthew K. Harbaugh Edwardsville, IL 62026 Senior Vice President, Finance and Chief Phone: (618) 650-2475 Financial Officer E-Mail: [email protected] Mallinckrodt Pharmaceuticals 675 McDonnell Boulevard Hazelwood, MO 63042 Phone: (314) 654-8677 E-Mail: [email protected]

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Michael F. Hart Michael R. Holmes Sr. Area President - Midwest Board Chair Regions Bank Rx Outreach, Inc. 8182 Maryland Avenue Five Mason Ridge Court St. Louis, MO 63105-3786 St. Louis, MO 63141 Phone: (314) 615-2390 Phone: (314) 627-6100 E-Mail: [email protected] E-Mail: [email protected]

Wendy J. Henry Robert S. Holmes Jr. Partner President and C.E.O. St. Louis Market BKD, LLP Commerce Bank - St. Louis One Metropolitan Square 8000 Forsyth Boulevard St. Louis, MO 63102-2733 St. Louis, MO 63105 Phone: (314) 802-0719 Phone: (314) 746-3097 E-Mail: [email protected] E-Mail: [email protected] Phillip E. Hickman President Southern IL/St. Louis Metro East Katie A. Hubbard Market Associate Attorney Associated Bank Goldenberg Heller Antognoli P.C. 6550 North Illinois Street 2227 South State Route 157 Fairview Heights, IL 62208-2028 Edwardsville, IL 62025 Phone: (618) 622-4231 Phone: (618) 650-7143 E-Mail: E-Mail: [email protected] [email protected] Ryan L Hyman Michael R. Hogan Vice President and CIO Retired Spire Sigma-Aldrich 700 Market Street, 2nd Floor 9368 Robyn Hills Drive St. Louis, MO 63101 St. Louis, MO 63127-1316 Phone: (314) 342-0521 Phone: (314) 842-7584 E-Mail: [email protected] E-Mail: [email protected]

Bruce B. Holland J Chairman and CEO Holland Construction Services Andrea Jackson-Jennings 4495 North Illinois Street Director, Department of Human Services Swansea, IL 62226-1005 St. Louis County Employee Campaign Phone: (618) 212-6700 x108 41 S. Central Avenue E-Mail: [email protected] Clayton, MO 63105 Phone: (314) 615-4485 Janet M. Holloway E-Mail: [email protected] Senior Vice President, Chief of Staff and Community Relations Monsanto Company 800 North Lindebergh, A3N Saint Louis, MO 63167 Phone: (314) 694-5296 E-Mail: [email protected]

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Frank D. Jacobs Rodney W. Kinzinger Business Manager Area Partner Electrical Workers Local 1 Edward Jones 5850 Elizabeth 12555 Manchester Road St. Louis, MO 63110-2804 St. Louis, MO 63131 Phone: (636) 458-2949 Phone: (314) 515-7604 E-Mail: [email protected] E-Mail: [email protected] Candace O Jennings Regional President, Hospital Operations Jeffrey B. Klopfenstein SSM Health President, Methionine Business Unit 1173 Corporate Lake Drive Novus International, Inc. St. Louis, MO 63132 20 Research Park Drive Phone: (314) 989-2770 St. Charles, MO 63304 E-Mail: Phone: (314) 576-8433 [email protected] E-Mail: [email protected]

Lauren M. Kolbe K President KolbeCo Marketing Resources Glenn Kage Jr. 1676 Bryan Road, Ste 113 President Dardenne Prairie, MO 63368 Auto Workers Local 2250 Phone: (314) 609-1404 1395 East Pearce Boulevard E-Mail: [email protected] Wentzville, MO 63385-1925 Phone: (314) 805-1830 Shawn P. Kormanek E-Mail: [email protected] Site President Citi Barbara R. Kavalier 1000 Technology Drive President O'Fallon, MO 63368 St. Charles Community College Phone: (636) 261-9286 4601 Mid Rivers Mall Drive E-Mail: [email protected] Cottleville, MO 63376 Phone: (636) 922-8400 Jay R. Korte E-Mail: [email protected] Director of Client Relations The Korte Company Ryan R. Kemper P.O. Box 146 Partner Highland, IL 62249 Thompson Coburn LLP Phone: (314) 242-0267 One US Bank Plaza E-Mail: [email protected] St. Louis, MO 63101-1611 Phone: (314) 552-6321 Todd J. Korte E-Mail: [email protected] President & CEO The Korte Company 12441 US Highway 40 Highland, IL 62249 Phone: (314) 242-0221 E-Mail: [email protected]

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Dan G. Korte Keith Linderer Civic Leader Business Manager 15 Cedar Crest Operating Engineers Local 148 University City, MO 63132 11000 Lin Valle Drive Phone: (314) 997-2708 Saint Louis, MO 63123 E-Mail: [email protected] Phone: (314) 865-1300 x117 E-Mail: [email protected]

L Daniel J. Ludeman President and C.E.O Melissa Lackey Concordance Academy of Leadership President & C.E.O. 1845 Borman Court Standing Partnership Saint Louis, MO 63146 1610 Des Peres Road, Suite 200 Phone: (314) 396-6010 St. Louis, MO 63131 E-Mail: Phone: (314) 287-6358 [email protected] E-Mail: [email protected]

Michael W. Lawrence M Market President Bank of America 800 Market Street Stephen L. Mackin St. Louis, MO 63101-2506 President Phone: (314) 466-6117 Mercy Hospital St. Louis E-Mail: [email protected] 615 South New Ballas Road St. Louis, MO 63141-8221 Peggy Lewis LeCompte Phone: (314) 251-6000 Retired E-Mail: [email protected] East St. Louis School District 189 Administrative Office Adam N. Mahlandt 212 Bunker Hill Road General Superintendent Belleville, IL 62221 Terminal Railroad Association Phone: (618) 624-5262 1201 McKinley E-Mail: [email protected] Venice, IL 62090 Phone: (618) 451-8440 Don G. Lents E-Mail: [email protected] Partner Bryan Cave LLP Elizabeth Marengo 211 North Broadway, Suite 2600 Director Human Resources St. Louis, MO 63102-2750 Nestle Purina PetCare Company Phone: (314) 259-2119 Checkerboard Square E-Mail: [email protected] St. Louis, MO 63102 Phone: (314) 982-1000 Leigh A. Lewis E-Mail: Superintendent [email protected] Triad Community Unit School District #2 203 East Throp Street Troy, IL 62294 Phone: (618) 667-5400 E-Mail: [email protected]

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W. Stephen Maritz Patricia A. Miller Chairman and C.E.O. Publisher & Market President Maritz Inc. St. Louis Business Journal 1375 North Highway Drive 815 Olive Street, Suite 100 Fenton, MO 63099 St. Louis, MO 63101 Phone: (636) 827-4700 Phone: (314) 421-8326 E-Mail: [email protected] E-Mail: [email protected]

Kathleen M Mazzarella Thomas J. Minogue Chairman, President & CEO Chairman Graybar Electric Company, Inc. Thompson Coburn LLP 34 North Meramec Avenue One US Bank Plaza Clayton, MO 63105-3874 St. Louis, MO 63101-1611 Phone: (314) 573-9306 Phone: (314) 552-6080 E-Mail: E-Mail: [email protected] [email protected] Michael L. Moehn Richard H. McClure Chairman, President and C.E.O. Ameren Consultant Missouri Spero Advisors, LLC Ameren 120 South Central Avenue 1901 Chouteau Avenue Clayton, MO 63105 Saint Louis, MO 63166-6149 Phone: (314) 378-0307 Phone: (314) 554-4418 E-Mail: [email protected] E-Mail: [email protected]

James Joseph McGrath Stacey Morse President Vice President, Community Giving and AAA of Missouri Nonprofit Consulting 12901 North Forty Drive The Staenberg Group St. Louis, MO 63141 2127 Innerbelt Business Center Drive Phone: (314) 523-7393 St. Louis, MO 63114 E-Mail: [email protected] Phone: (314) 227-9365 E-Mail: [email protected] Edward McLaughlin President Operations and Technology Dean P. Mueller Mastercard Operations & Technologies Market Leader, South Central U.S. Mastercard Worldwide Cushman & Wakefield 2220 MasterCard Boulevard 7700 Forsyth Boulevard, Suite 1210 O'Fallon, MO 63368 St. Louis, MO 63105 Phone: (636) 722-6100 Phone: (314) 746-0354 E-Mail: E-Mail: [email protected] [email protected]

Richard A. Merluzzi President and C.O.O. Metal Exchange Corporation 111 Westport Plaza, Suite 350 St. Louis, MO 63146-3011 Phone: (314) 434-3500 E-Mail: [email protected] 9

Susan Elizabeth Piazza N Senior Area Manager, Municipal Sales Republic Services Michael F. Neidorff 6412 Deer Run Drive Chairman, President and C.E.O. Alton, IL 62002 Centene Corporation Phone: (816) 600-4662 7700 Forsyth Boulevard, Suite 800 E-Mail: [email protected] Clayton, MO 63105 Phone: (314) 505-6331 Jeff L. Pittman E-Mail: [email protected] Chancellor St. Louis Community College 300 South Broadway O St. Louis, MO 63102-2800 Phone: (314) 539-5150 Kathy Osborn E-Mail: [email protected] Executive Director Regional Business Council James G. Powers 7701 Forsyth, Suite 205 Civic Leader St. Louis, MO 63105 12400 Bentley View Court Phone: (314) 225-2101 Creve Coeur, MO 63141 E-Mail: [email protected] Phone: (314) 239-6364 E-Mail: [email protected] Terri A. Owen General Manager J. Michael Pressimone EdD FleishmanHillard President 200 North Broadway, 20th Floor Fontbonne University St. Louis, MO 63102-2730 6800 Wydown Boulevard Phone: (314) 982-1700 St. Louis, MO 63105-3043 E-Mail: [email protected] Phone: (314) 889-1419 E-Mail: [email protected] P R Christine M. Page Director of Government Affairs Janet T. Ramey Missouri-American Water Company Principal 727 Craig Road Brown Smith Wallace, LLP St. Louis, MO 63141 1520 South Fifth Street, Suite 309 Phone: (314) 996-2360 St. Charles, MO 63303 E-Mail: [email protected] Phone: (636) 754-0231 E-Mail: [email protected] Valerie E. Patton Vice President, Inclusion & Talent Attraction, Karlos Ramirez Executive Director, SLBDI President and CEO St. Louis Regional Chamber Hispanic Chamber of Commerce 211 North Broadway, 13th Floor 3611 South Grand, Suite 105 St. Louis, MO 63102 St. Louis, MO 63118 Phone: (314) 444-1170 Phone: (314) 664-4432 E-Mail: [email protected] E-Mail: [email protected]

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John Ramon Vice President, Human Resources & Organizational Development White Rodgers 8100 West Florissant Avenue S St. Louis, MO 63136-9022 Phone: (314) 553-3026 Cassandra R. Sanford E-Mail: [email protected] C.E.O. and Co-Founder KellyMitchell Group, Inc. Georgina Randazzo 8229 Maryland Avenue President Clayton, MO 63105 Facilitec Inc. Phone: (314) 727-1700 x101 11550 Page Service Drive, Suite 100 E-Mail: St. Louis, MO 63146 [email protected] Phone: (314) 428-4900 x165 E-Mail: [email protected] Ruth M. Saphian Office Managing Partner Dana Walker Redwing Ernst & Young LLP Partner 190 Carondelet Plaza, Suite 1300 Fox-Galvin LLC Law Firm Clayton, MO 63105 1 S Memorial Dr Ste 1200 Phone: (314) 290-1028 Saint Louis, MO 63102 E-Mail: [email protected] Phone: (314) 880-5550 E-Mail: [email protected] Michael V Sarli Manager, Operational Informacist Quality and Alexander Rodrigo Patient Safety Grp VP Sports and Entertainment Operations Mercy Hospital St. Louis St. Louis Blues/Scottrade Center 121 St. Luke's Center Drive 1401 Clark Avenue Chesterfield, MO 63017 St. Louis, MO 63103 Phone: (314) 628-3714 Phone: (314) 622-2545 E-Mail: [email protected] E-Mail: [email protected] James R. Schmersahl Anthony G. Rothermich CPA Vice President, Operations Schmersahl Treloar & Company, PC Mercy Hospital St. Louis 10805 Sunset Office Drive, Suite 400 615 South New Ballas Road St. Louis, MO 63127 St. Louis, MO 63141-8221 Phone: (314) 966-2727 Phone: (636) 528-3324 E-Mail: [email protected] E-Mail: [email protected] Mark Anthony Schmitt Joe Rudd SVP, CIO, Logistics & Customer Care Sr. VP of Business Manager Logistics and Customer Care Stage Hands Local 6 Caleres 1611 South Broadway, #110 8300 Maryland Avenue St. Louis, MO 63104-3845 St. Louis, MO 63105-3647 Phone: (314) 621-5077 Phone: (314) 854-2600 E-Mail: [email protected] E-Mail: [email protected]

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Scott C. Schnuck Reuben A. Shelton Chairman of the Executive Committee Monsanto Company Schnuck Markets, Inc. 800 North Lindbergh Boulevard 25 North Brentwood St. Louis, MO 63167-0001 St. Louis, MO 63105 Phone: (314) 694-1000 Phone: (314) 994-4612 E-Mail: [email protected] E-Mail: [email protected] Ellen Sherberg Todd R. Schnuck Special Adviser to CEO Chairman and C.E.O American City Business Journals Schnuck Markets, Inc. St. Louis Business Journal 11420 Lackland Road Saint Louis, MO 63101 St. Louis, MO 63146 Phone: (314) 421-8310 Phone: (314) 994-4769 E-Mail: [email protected] E-Mail: [email protected] Michael D. Shonrock Robert J. Schwartz President Senior Vice President, Retail Banking Lindenwood University TheBANK of Edwardsville 209 South Kingshighway Street 330 West Vandalia St. Charles, MO 63301 Edwardsville, IL 62025-1911 Phone: (636) 949-4900 Phone: (618) 659-6637 E-Mail: [email protected] E-Mail: [email protected] Stanley Shoun Michael J. Scully President Regional President Ranken Technical College The PNC Financial Services Group 4431 Finney Avenue 120 South Central Avenue St. Louis, MO 63113-2811 Saint Louis, MO 63105 Phone: (314) 286-3350 Phone: (314) 898-1440 E-Mail: [email protected] E-Mail: [email protected] Suzanne Sitherwood Shelley J. Seifert President and C.E.O. C.O.O. Spire First Bank 700 Market Street, 2nd Floor 135 North Meramec Blvd., M1-821-014 St. Louis, MO 63101 Clayton, MO 63105 Phone: (314) 342-0780 Phone: (314) 854-5427 E-Mail: E-Mail: [email protected] [email protected]

Rachel Seward Patrick E. Smith Sr. Vice President of Enterprise Communications Vice President and Philanthropy Ameren MiTek USA, Inc. 1901 Chouteau Avenue 16023 Swingley Ridge Road Saint Louis, MO 63166-6149 Chesterfield, MO 63017 Phone: (314) 554-4558 Phone: (314) 851-7475 E-Mail: [email protected] E-Mail: [email protected]

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Yvonne S. Sparks R. Philip Stupp Jr. Assistant Vice President and Community Executive Vice President Affairs Officer Stupp Bros., Inc. The Federal Reserve Bank of St. Louis 3800 Weber Road One Federal Reserve Bank Plaza St. Louis, MO 63125-1160 Saint Louis, MO 63102 Phone: (314) 544-7563 Phone: (314) 444-8444 E-Mail: [email protected] E-Mail: [email protected] Donald M. Suggs D.D.S. Frederic M. Steinbach Publisher and Executive Editor Partner The St. Louis American Newspaper ESM Marketing 4545 Lindell Boulevard, Apt. 31 1703 Delmar Blvd. St. Louis, MO 63108 Saint Louis, MO 63103 Phone: (314) 533-8000 Phone: (314) 542-0400 E-Mail: [email protected] E-Mail: [email protected]

David L. Steward T Founder and Chairman World Wide Technology, Inc. Dan Telle 60 Weldon Parkway President Maryland Heights, MO 63043 Food and Commercial Workers Local 88 Phone: (314) 569-7785 5730 Elizabeth Avenue E-Mail: [email protected] St. Louis, MO 63110 Phone: (314) 644-6328 Charles A. Stewart Jr CPA E-Mail: [email protected] Vice President, Pension and Insurance Bi-State Development Ellen L Theroff 211 North Broadway, Suite 700 Vice President, Governance and Standards & St. Louis, MO 63102 Corporate Secretary Phone: (314) 982-1472 Spire E-Mail: [email protected] 700 Market Street, 2nd Floor St. Louis, MO 63101 John Stiffler Phone: (314) 342-0530 Executive Secretary - Treasurer E-Mail: [email protected] St. Louis Building & Construction Trades Council, AFL-CIO Lawrence E. Thomas 2300 Hampton Avenue Partner St. Louis, MO 63139-2909 Edward Jones Phone: (314) 647-0628 12555 Manchester Road E-Mail: [email protected] St. Louis, MO 63131 Phone: (314) 515-9837 Susan A. Stith E-Mail: [email protected] Vice President - Diversity, Inclusion & Corporate Giving Express Scripts One Express Way, HQ1W02 Saint Louis, MO 63121 Phone: (314) 684-6842 E-Mail: [email protected]

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Christopher R. Tongay Karen Marie Vangyia Secretary/Treasurer - Principal Officer Office Managing Partner Teamsters Local 688 KPMG LLP 4349 Woodson Road, Suite 200 Ten South Broadway, Suite 900 St. Louis, MO 63134-3718 St. Louis, MO 63102-1761 Phone: (314) 513-5810 Phone: (314) 244-4022 E-Mail: [email protected] E-Mail: [email protected]

Danielle B. Trout Team Lead W Edward Jones 12555 Manchester Road Kimberly G Walker CFA St. Louis, MO 63131 Executive in Residence Phone: (314) 515-2000 Washington University in St. Louis E-Mail: [email protected] Olin School of Business St. Louis, MO 63130 Steven J. Tucker Phone: (314) 935-6976 Regional Sales Executive E-Mail: [email protected] Bank of America 7800 Forsyth Boulevard, 2nd Floor Harvey N. Wallace CPA Clayton, MO 63105 Partner - Equity Phone: (314) 898-9404 Brown Smith Wallace, LLP E-Mail: [email protected] Six CityPlace Drive, Suite 900 St. Louis, MO 63141 Phone: (314) 983-1233 U E-Mail: [email protected]

Craig A. Unruh Carrie E. Ward Regional Vice President - Legislative and SVP/Chief Human Resource Officer Regulatory Affairs at AT&T Whelan Security AT&T Missouri 1699 S. Hanley Road, Suite 350 1010 Pine Street St. Louis, MO 63144 St. Louis, MO 63101-2063 Phone: (314) 633-3738644-3227 Phone: (314) 235-9800 E-Mail: [email protected] E-Mail: [email protected] James A. Watson President

V Midwest BankCentre 2191 Lemay Ferry Road Sandra Ann Van Trease St. Louis, MO 63125 Group President Phone: (314) 544-7214 BJC HealthCare E-Mail: [email protected] 9 Overbrook Drive St. Louis, MO 63124 Phone: (314) 286-2111 E-Mail: [email protected]

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B. Dean Webb Mark S. Wrighton Ph.D. President Chancellor Greater Madison County Federation of Labor Washington University in St. Louis AFL-CIO One Brookings Drive, Campus Box 1192 161 North Shamrock Street Saint Louis, MO 63130-4899 East Alton, IL 62024 Phone: (314) 935-5100 Phone: (618) 259-8558 E-Mail: [email protected] E-Mail: [email protected]

James D. Weddle Y Managing Partner Edward Jones Jackie Yoon 12555 Manchester Road Civic Leader St. Louis, MO 63131 326 N. Meramec Avenue Phone: (314) 515-3570 Clayton, MO 63105 E-Mail: [email protected] Phone: (314) 616-5089 E-Mail: [email protected] Richard B. White M.D. Executive Medical Director SSM Health 1015 Corporate Square Drive, Suite 150 St. Louis, MO 63132 Phone: (314) 989-2392 E-Mail: [email protected]

Patrick James White II President St. Louis Labor Council 3301 Hollenberg Drive Bridgeton, MO 63044 Phone: (314) 291-8666 E-Mail: [email protected]

Don L. Willey Business Manager Laborers Local 110 4532 South Lindbergh Boulevard St. Louis, MO 63127 Phone: (314) 892-0777 E-Mail: [email protected]

Jessica B Willingham Vice President, Corporate Communications and Marketing Spire 700 Market Street, 2nd Floor St. Louis, MO 63101 Phone: (314) 342-3300 E-Mail: [email protected]

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