UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY (EIN 23-1556045)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2025-12-22
IRS object ID: 202503569349300905
Schema version: 2023v6.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule D
Schedule G
Schedule I
Schedule J
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-12-22T08:27:35+00:00	ReturnTs
Tax Period End	2024-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	135381590	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BDO USA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1801 MARKET ST STE 1200	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	191031634	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	231556045	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	UNIT	BusinessNameControlTxt
Phone	2156652500	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1800 JFK BLVD 1200	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19103	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ALYSSA N LOVE	PersonNm
Person Title	VP OF FINANCE & ACCOUNTING	PersonTitleTxt
Signature	2025-12-22	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JAKE COOK	PreparerPersonNm
PTIN	P01240455	PTIN
Phone	2155641900	PhoneNum
Preparation	2025-12-18	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WILLIAM A GOLDERER	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1800 JFK BLVD 1200	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19103	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$51,870,556	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Group Exemption	3293	GroupExemptionNum
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.UNITEDFORIMPACT.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1921	FormationYr
Legal Domicile State	PA	LegalDomicileStateCd
Activity Or Mission	END INTERGENERATIONAL POVERTY IN OUR REGION BY HARNESSING, LEVERAGING AND STRATEGICALLY INVESTING THE COLLECTIVE POWER OF DONORS, ADVOCATES AND VOLUNTEERS.	ActivityOrMissionDesc
Voting Members Governing Body	30	VotingMembersGoverningBodyCnt
Voting Members Independent	30	VotingMembersIndependentCnt
Total Employee	52	TotalEmployeeCnt
Total Volunteers	949	TotalVolunteersCnt
Total Gross UBI	-$10,440	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$23,196,395	PYContributionsGrantsAmt
CY Contributions Grants	$16,840,178	CYContributionsGrantsAmt
PY Program Service Revenue	$2,640	PYProgramServiceRevenueAmt
CY Program Service Revenue	$600	CYProgramServiceRevenueAmt
PY Investment Income	-$664,429	PYInvestmentIncomeAmt
CY Investment Income	$9,300,792	CYInvestmentIncomeAmt
PY Other Revenue	$619,739	PYOtherRevenueAmt
CY Other Revenue	$886,767	CYOtherRevenueAmt
PY Total Revenue	$23,154,345	PYTotalRevenueAmt
CY Total Revenue	$27,028,337	CYTotalRevenueAmt
PY Grants And Similar Paid	$16,861,537	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$15,155,373	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$6,062,256	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$6,105,834	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$1,682,278	CYTotalFundraisingExpenseAmt
PY Other Expenses	$5,465,032	PYOtherExpensesAmt
CY Other Expenses	$3,983,532	CYOtherExpensesAmt
PY Total Expenses	$28,388,825	PYTotalExpensesAmt
CY Total Expenses	$25,244,739	CYTotalExpensesAmt
PY Revenues Less Expenses	-$5,234,480	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$1,783,598	CYRevenuesLessExpensesAmt
Total Assets BOY	$114,678,858	TotalAssetsBOYAmt
Total Assets EOY	$113,880,133	TotalAssetsEOYAmt
Total Liabilities BOY	$13,838,980	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$10,793,415	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$100,839,878	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$103,086,718	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	UNITED WAY'S MISSION IS TO END INTERGENERATIONAL POVERTY IN OUR REGION BY HARNESSING, LEVERAGING AND STRATEGICALLY INVESTING THE COLLECTIVE POWER OF DONORS, ADVOCATES AND VOLUNTEERS, TO HELP INDIVIDUALS AND FAMILIES BREAK THE CYCLE OF POVERTY.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$279,819	ExpenseAmt
Grant	$672,464	GrantAmt
Revenue	$0	RevenueAmt
Desc	CAPACITY BUILDING - THE IMPACT FUND EMPOWERS NONPROFIT PARTNERS BY ENSURING THEY HAVE THE RESOURCES AND TOOLS TO SUCCEED.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$264,933	ExpenseAmt
Grant	$3,610,194	GrantAmt
Revenue	$0	RevenueAmt
Desc	COMMUNITY RESILIENCY - THE IMPACT FUND HELPS OUR NEIGHBORS MEET THEIR MOST BASIC NEEDS - FOOD, SHELTER AND SAFETY.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$8,029	ExpenseAmt
Grant	$2,393,001	GrantAmt
Revenue	$0	RevenueAmt
Desc	FINANCIAL EMPOWERMENT - THE IMPACT FUND EMPOWERS INDIVIDUALS AND FAMILIES TO SAVE MORE BY BUILDING FOUNDATIONS FOR LIFELONG FINANCIAL STABILITY INCLUDING FINANCIAL LITERACY AND ASSET DEVELOPMENT.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)

ExpenseExpenseAmt	GrantGrantAmt	RevenueRevenueAmt	DescDesc
$19,571,599	$7,850,264	$1,043,694	OTHER PROGRAM SERVICES
$5,153	$142,500	$0	CAREER PATHWAYS - THE IMPACT FUND EMPOWERS WORKING ADULTS TO EARN MORE BY BUILDING FOUNDATIONS FOR LIFELONG FINANCIAL STABILITY INCLUDING JOB SKILLS.
$2,573	$486,950	$0	EARLY LEARNING - THE IMPACT FUND HELPS PAVE THE WAY FOR IMPROVING THE QUALITY OF EDUCATION FROM AT THE EARLIEST AGE.

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$19,579,325	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$8,479,714	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$1,043,694	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$20,132,106	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	Yes (true)	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	71	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	52	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	30	GoverningBodyVotingMembersCnt
Independent Voting Member	30	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ALYSSA N LOVE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2156652455	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1800 JOHN F KENNEDY BLVD STE 1200	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19103	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
JOHN SALVESON
BOARD MEMBER, BOARD CHAIR	1.0	Yes (X)	Yes (X)	$0	$0	$0
MARCEL PRATT
BOARD MEMBER, SECRETARY	1.0	Yes (X)	Yes (X)	$0	$0	$0
ANN ARENA
BOARD MEMBER	1.0	Yes (X)		$0	$0	$0
CHEKEMMA FULMORE-TOWNSEND
BOARD MEMBER	1.0	Yes (X)		$0	$0	$0
CHRISTEN WOODS
BOARD MEMBER	1.0	Yes (X)		$0	$0	$0
CLAIRE GREENWOOD
BOARD MEMBER	1.0	Yes (X)		$0	$0	$0
DALILA WILSON-SCOTT
BOARD MEMBER	1.0	Yes (X)		$0	$0	$0
DANIEL P BAUDER
BOARD MEMBER (AS OF 07/2023)	1.0	Yes (X)		$0	$0	$0
DENNIS PULLIN
BOARD MEMBER	1.0	Yes (X)		$0	$0	$0
ELIZABETH MURPHY
BOARD MEMBER (THRU 12/2023)	1.0	Yes (X)		$0	$0	$0
ELLEN PATTERSON
BOARD MEMBER	1.0	Yes (X)		$0	$0	$0
ERINN T CORBETT-WRIGHT
BOARD MEMBER (AS OF 07/2023)	1.0	Yes (X)		$0	$0	$0
FRANCES A MCELHILL
BOARD MEMBER	1.0	Yes (X)		$0	$0	$0
JIM BUCK
BOARD MEMBER	1.0	Yes (X)		$0	$0	$0
JOHN CHIN
BOARD MEMBER (AS OF 07/2023)	1.0	Yes (X)		$0	$0	$0
JOHN J LYNCH III
BOARD MEMBER	1.0	Yes (X)		$0	$0	$0
KATHERINE KEEFE
BOARD MEMBER (AS OF 07/2023)	1.0	Yes (X)		$0	$0	$0
LESLIE RICHARDS
BOARD MEMBER	1.0	Yes (X)		$0	$0	$0
MARCUS ALLEN
BOARD MEMBER	1.0	Yes (X)		$0	$0	$0
MELISSA GRIMM
BOARD MEMBER	1.0	Yes (X)		$0	$0	$0
MICHAEL KERLIN
BOARD MEMBER	1.0	Yes (X)		$0	$0	$0
OMAR WOODARD
BOARD MEMBER	1.0	Yes (X)		$0	$0	$0
PETER HAAS
BOARD MEMBER	1.0	Yes (X)		$0	$0	$0
RAKIA REYNOLDS
BOARD MEMBER	1.0	Yes (X)		$0	$0	$0
ROBERT MCNEILL
BOARD MEMBER	1.0	Yes (X)		$0	$0	$0
SARAH BOUCHARD
BOARD MEMBER	1.0	Yes (X)		$0	$0	$0
SARAH HARRIS
BOARD MEMBER	1.0	Yes (X)		$0	$0	$0
SHARMAIN MATLOCK-TURNER
BOARD MEMBER	1.0	Yes (X)		$0	$0	$0
STEVEN GRABELL
BOARD MEMBER	1.0	Yes (X)		$0	$0	$0
WILLIAM J CARISS
BOARD MEMBER	1.0	Yes (X)		$0	$0	$0
WILLIAM L CONRAD
BOARD MEMBER (AS OF 07/2023)	1.0	Yes (X)		$0	$0	$0
AMY LEICHNER
CHIEF FINANCIAL OFFICER	37.5		Yes (X)	$243,486	$0	$22,840
ERIKA JOY ERB
CHIEF MARKETING & COMMUNICATIONS OFFICER	37.5		Yes (X)	$173,412	$0	$15,697
JENNIFER R LARKIN
CHIEF DEVELOPMENT OFFICER	37.5		Yes (X)	$146,030	$0	$28,845
KATE HOUSTOUN
CHIEF IMPACT OFFICER	37.5		Yes (X)	$209,801	$0	$31,455
MICHAEL BANKS
EXECUTIVE DIRECTOR & SENIOR ADVISOR	37.5		Yes (X)	$228,086	$0	$26,703
TABITHA JENKINS
GENERAL COUNSEL & CHIEF PEOPLE OFFICER	37.5		Yes (X)	$232,764	$0	$23,014
WILLIAM A GOLDERER
PRESIDENT & CEO	37.5		Yes (X)	$449,831	$0	$19,159
ANDREA A ANDERSON
CHIEF KNOWLEDGE OFFICER (THRU 09/2023)	37.5			$148,460	$0	$10,064	Yes (X)
ALEXANDER HOFFMASTER
DIRECTOR, MAJOR & PRINCIPAL GIVING	37.5			$119,294	$0	$16,983		Yes (X)
ELIZABETH TORRES
MANAGING DIRECTOR, ACCOUNTING	37.5			$149,281	$0	$6,063		Yes (X)
JENNIFER EGMONT
DIRECTOR, ENGAGEMENT & COMMUNICATIONS	37.5			$116,427	$0	$28,792		Yes (X)
KELLY SHANNON WOODLAND
MANAGING DIRECTOR, LEADERSHIP EQUITY	37.5			$164,243	$0	$18,347		Yes (X)
MELISSA CULP
MANAGING DIRECTOR, BUSINESS OPERATIONS	37.5			$143,823	$0	$9,305		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,524,938	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$257,267	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	16	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
BDO USA LLP
PO BOX 642743	PITTSBURGH	PA	152642743	ACCOUNTING SERVICES	$251,646
GUIDEHOUSE INC
PO BOX 7247-6037	PHILADELPHIA	PA	191706037	PROFESSIONAL SERVICES	$245,845
DIVERSEFORCE LLC
1650 MARKET STREET SUITE 3600	PHILADELPHIA	PA	19121	CONSULTING SERVICES	$180,054
ENVOY ADVISORY LLC
21 BUTLER PLACE 3E	BROOKLYN	NY	11238	CONSULTING SERVICES	$180,000
BROWNSTONE PUBLIC RELATIONS
2400 MARKET STREET 200	PHILADELPHIA	PA	19103	MARKETING SERVICES	$173,000

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	12	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$111,683	FederatedCampaignsAmt
Fundraising	$181,000	FundraisingAmt
All Other Contributions	$16,547,495	AllOtherContributionsAmt
Noncash Contributions	$153,267	NoncashContributionsAmt
Total Contributions	$16,840,178	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	DONOR CHOICE APPLICATION FEES	Desc
Business	561000	BusinessCd
Total Revenue Column	$600	TotalRevenueColumnAmt
Related Or Exempt Func Income	$600	RelatedOrExemptFuncIncomeAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$600	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,328,440	TotalRevenueColumnAmt
Unrelated Business Revenue	-$10,440	UnrelatedBusinessRevenueAmt
Exclusion	$2,338,880	ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$31,638,469	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$24,666,117	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$6,972,352	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,972,352	TotalRevenueColumnAmt
Exclusion	$6,972,352	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$19,775	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$181,000	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$176,102	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$156,327	TotalRevenueColumnAmt
Exclusion	-$156,327	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MISCELLANEOUS REVENUE	900099	$765,969	$765,969
DONOR DESIGNATION PROCESSING FEES	561000	$277,125	$277,125

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$1,043,094	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$27,028,337	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,043,694	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$10,440	UnrelatedBusinessRevenueAmt
Exclusion	$9,154,905	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$15,155,373	TotalAmt
Program Services	$15,155,373	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$2,009,646	TotalAmt
Program Services	$1,020,932	ProgramServicesAmt
Management And General	$694,287	ManagementAndGeneralAmt
Fundraising	$294,427	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$2,919,850	TotalAmt
Program Services	$1,483,330	ProgramServicesAmt
Management And General	$1,008,742	ManagementAndGeneralAmt
Fundraising	$427,778	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$277,469	TotalAmt
Program Services	$118,058	ProgramServicesAmt
Management And General	$72,919	ManagementAndGeneralAmt
Fundraising	$86,492	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$534,754	TotalAmt
Program Services	$227,528	ProgramServicesAmt
Management And General	$140,533	ManagementAndGeneralAmt
Fundraising	$166,693	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$364,115	TotalAmt
Program Services	$179,526	ProgramServicesAmt
Management And General	$105,386	ManagementAndGeneralAmt
Fundraising	$79,203	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$258,535	TotalAmt
Management And General	$258,535	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$2,053,672	TotalAmt
Program Services	$1,062,730	ProgramServicesAmt
Management And General	$690,491	ManagementAndGeneralAmt
Fundraising	$300,451	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,732	TotalAmt
Program Services	$763	ProgramServicesAmt
Management And General	$577	ManagementAndGeneralAmt
Fundraising	$392	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$116,539	TotalAmt
Program Services	$44,509	ProgramServicesAmt
Management And General	$43,387	ManagementAndGeneralAmt
Fundraising	$28,643	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$48,247	TotalAmt
Program Services	$18,716	ProgramServicesAmt
Management And General	$9,484	ManagementAndGeneralAmt
Fundraising	$20,047	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$377,488	TotalAmt
Program Services	$117,021	ProgramServicesAmt
Management And General	$196,294	ManagementAndGeneralAmt
Fundraising	$64,173	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$29,145	TotalAmt
Program Services	$11,306	ProgramServicesAmt
Management And General	$5,729	ManagementAndGeneralAmt
Fundraising	$12,110	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$355,407	TotalAmt
Program Services	$137,869	ProgramServicesAmt
Management And General	$69,864	ManagementAndGeneralAmt
Fundraising	$147,674	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$195,834	TotalAmt
Program Services	$137,084	ProgramServicesAmt
Management And General	$39,167	ManagementAndGeneralAmt
Fundraising	$19,583	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$125,782	TotalAmt
Program Services	$88,048	ProgramServicesAmt
Management And General	$25,156	ManagementAndGeneralAmt
Fundraising	$12,578	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$22,558	TotalAmt
Program Services	$6,993	ProgramServicesAmt
Management And General	$11,730	ManagementAndGeneralAmt
Fundraising	$3,835	FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
UNCOLLECTABLE PLEDGES	$303,505	$303,505
MEMBERSHIP DUES	$55,246	$6,464	$37,356	$11,426
MISCELLANEOUS EXPENSE	$39,842	$12,351	$20,718	$6,773

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$25,244,739	TotalAmt
Program Services	$20,132,106	ProgramServicesAmt
Management And General	$3,430,355	ManagementAndGeneralAmt
Fundraising	$1,682,278	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$20,360,019	BOYAmt
EOY	$15,003,806	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$4,647,485	BOYAmt
EOY	$4,976,703	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$122,221	BOYAmt
EOY	$1,066,990	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$270,848	BOYAmt
EOY	$403,830	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$4,015,848	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$3,879,635	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$261,995	BOYAmt
EOY	$136,213	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$10,056,419	BOYAmt
EOY	$12,191,658	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$73,051,059	BOYAmt
EOY	$77,759,028	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$5,908,812	BOYAmt
EOY	$2,341,905	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$114,678,858	BOYAmt
EOY	$113,880,133	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,225,842	BOYAmt
EOY	$1,505,416	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$6,514,638	BOYAmt
EOY	$6,746,551	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$101,667	BOYAmt
EOY	$101,667	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$5,996,833	BOYAmt
EOY	$2,439,781	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$13,838,980	BOYAmt
EOY	$10,793,415	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$69,315,036	BOYAmt
EOY	$73,454,295	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$31,524,842	BOYAmt
EOY	$29,632,423	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$100,839,878	BOYAmt
EOY	$103,086,718	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$114,678,858	BOYAmt
EOY	$113,880,133	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$1,783,598	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$683,076	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$219,834	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$31,019,251	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$46,381,473	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$20,426,446	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$23,196,395	CurrentTaxYearMinus1YearAmt
Current Tax Year	$16,840,178	CurrentTaxYearAmt
Total	$137,863,743	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$31,019,251	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$46,381,473	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$20,426,446	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$23,196,395	CurrentTaxYearMinus1YearAmt
Current Tax Year	$16,840,178	CurrentTaxYearAmt
Total	$137,863,743	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$0	SubstantialContributorsTotAmt
Public Support Total170	$137,863,743	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$481,089	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$425,309	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$259,798	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$586,635	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,338,880	CurrentTaxYearAmt
Total	$4,091,711	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$141,955,454	TotalSupportAmt
Gross Receipts Rltd Activities	$4,059,854	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.9712	PublicSupportCY170Pct
Public Support PY170	0.9857	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Agent Trustee Etc	false	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (true)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$71,395,677	BeginningYearBalanceAmt
Contributions	$1,552,090	ContributionsAmt
Investment Earnings Or Losses	$8,248,377	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,485,736	GrantsOrScholarshipsAmt
End Year Balance	$77,710,408	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$66,929,114	BeginningYearBalanceAmt
Contributions	$1,508,382	ContributionsAmt
Investment Earnings Or Losses	$6,498,584	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,390,403	GrantsOrScholarshipsAmt
Administrative Expenses	$150,000	AdministrativeExpensesAmt
End Year Balance	$71,395,677	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$82,387,327	BeginningYearBalanceAmt
Contributions	$13,627	ContributionsAmt
Investment Earnings Or Losses	-$11,938,832	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,341,263	GrantsOrScholarshipsAmt
Administrative Expenses	$191,745	AdministrativeExpensesAmt
End Year Balance	$66,929,114	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$67,498,186	BeginningYearBalanceAmt
Contributions	$451,800	ContributionsAmt
Investment Earnings Or Losses	$17,875,107	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,220,916	GrantsOrScholarshipsAmt
Administrative Expenses	$216,850	AdministrativeExpensesAmt
End Year Balance	$82,387,327	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$66,039,202	BeginningYearBalanceAmt
Contributions	$256,644	ContributionsAmt
Investment Earnings Or Losses	$3,275,596	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,010,183	GrantsOrScholarshipsAmt
Administrative Expenses	$63,073	AdministrativeExpensesAmt
End Year Balance	$67,498,186	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.667	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.151	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.182	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$65,301	OtherCostOrOtherBasisAmt
Depreciation	$27,208	DepreciationAmt
Book Value	$38,093	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,737,540	OtherCostOrOtherBasisAmt
Depreciation	$2,695,446	DepreciationAmt
Book Value	$42,094	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,213,007	OtherCostOrOtherBasisAmt
Depreciation	$1,156,981	DepreciationAmt
Book Value	$56,026	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$136,213	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
INVESTMENT - GLENMEDE	$64,494,556	F
INVESTMENT - THE KEYSTONE FUND	$13,264,472	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$77,759,028	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
OPERATING LEASE LIABILITY	$2,174,781
FUNDS HELD FOR OTHERS	$265,000

Field	Value	IRS element (for citing)
Total Liability	$2,439,781	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$25,324,033	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$683,076	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$237,757	DonatedServicesAndUseFcltsAmt
Other Revenue	-$2,542,704	OtherRevenueAmt
Revenue Not Reported	-$1,621,871	RevenueNotReportedAmt
Revenue Subtotal	$26,945,904	RevenueSubtotalAmt
Investment Expenses Not Incld	$258,535	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$176,102	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$82,433	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$27,028,337	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$23,077,193	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$493,192	DonatedServicesUseFcltsAmt
Other Expenses Included	$176,102	OtherExpensesIncludedAmt
Expenses Not Reported	$669,294	ExpensesNotReportedAmt
Expenses Subtotal	$22,407,899	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$258,535	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$2,578,305	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$2,836,840	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$25,244,739	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part IV, Line 2b Explanation of escrow agreement	IN 2021, UWGPSNJ ENTERED INTO A PUBLIC PRIVATE PARTNERSHIP WITH THE CITY OF PHILADELPHIA TO FIGHT POVERTY. THE PHILADELPHIA POVERTY ACTION FUND ("PPAF"), ALSO KNOWN AS "THE PROMISE", WAS ESTABLISHED TO PROVIDE DIRECT PROGRAMS AND SERVICES THAT DEMONSTRABLY REDUCE POVERTY. PPAF IS FUNDED BY THE CITY AS WELL AS DONATIONS FROM PRIVATE DONORS. UWGPSNJ DOES NOT CONTROL PPAF. AS FISCAL AGENT, UWGPSNJ COLLECTED FUNDS ON BEHALF OF PPAF WHICH IS INCLUDED IN FUNDS HELD FOR OTHERS ON THE STATEMENT OF FINANCIAL POSITION. NO ACTIVITY RELATED TO PPAF HAS BEEN REPORTED ON THE FORM 990. PPAF FILES ITS OWN FORM 990, AS REQUIRED. AS OF JUNE 30, 2024, THERE ARE $0 FUNDS HELD BY UWGPSNJ.
Schedule D, Part V, Line 4 Intended uses of endowment funds	UNITED WAY MAINTAINS ENDOWMENT FUNDS WHICH CONSIST OF BOARD DESIGNATED QUASI ENDOWMENT FUNDS, TEMPORARILY RESTRICTED FUNDS, AND PERMANENTLY RESTRICTED FUNDS. THE FUNDS ARE MANAGED BY GLENMEDE AND TIFF. UNITED WAY'S INTENDED USE OF THE ENDOWMENT IS TO PRESERVE THE FAIR VALUE OF THE PRINCIPAL PERPETUITY. INTEREST AND ACCUMULATED GAINS ARE USED TO PARTIALLY OFFSET OPERATING EXPENSES IN ACCORDANCE WITH UNITED WAY'S SPENDING POLICY. THIS AMOUNT IS GENERALLY CALCULATED AS APPROXIMATELY 5% OF THE FIVE YEAR AVERAGE MARKET VALUE OF FUNDS AS OF SEPTEMBER 30 OF EACH YEAR, EXCEPT WHERE DONOR RESTRICTIONS SPECIFY OTHERWISE.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote	FOR THE YEARS ENDED JUNE 30, 2024 AND 2023, UWGPSNJ DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN, WHICH WOULD REQUIRE ADJUSTMENT OR DISCLOSURE IN THE FINANCIAL STATEMENTS. UWGPSNJ INFORMATION RETURNS FOR THE PAST THREE YEARS ARE GENERALLY OPEN FOR EXAMINATION BY U.S. FEDERAL, STATE, AND LOCAL TAXING AUTHORITIES.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990	AMOUNTS RAISED ON BEHALF OF OTHERS - -2551725 UNCOLLECTABLE PLEDGES - -303505 ADJUSTMENT TO PREVIOUS YEAR'S DESIGNATIONS - 107899 AMOUNTS RECORDED FOR PRIOR YEAR CAMPAIGNS - 406636 ADJUSTMENT TO PREVIOUS YEAR'S UNCOLLECTIBE RESERVE - -202009
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements	FUNDRAISING EXPENSES - -176102
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990	FUNDRAISING EXPENSES - 176102
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements	DONOR DESIGNATION - 2274800 UNCOLLECTABLE PLEDGES - 303505

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	FY24 OPPORTUNITY SUMMIT	Event1Nm
Gross Receipts Event1	$200,775	GrossReceiptsEvent1Amt
Charitable Contri Event1	$181,000	CharitableContriEvent1Amt
Gross Revenue Event1	$19,775	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$19,406	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$37,678	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$119,018	OtherDirectExpensesEvent1Amt
Gross Revenue Event2	$0	GrossRevenueEvent2Amt
Gross Revenue Other Events	$0	GrossRevenueOtherEventsAmt
Gross Receipts Total	$200,775	GrossReceiptsTotalAmt
Charitable Contributions Tot	$181,000	CharitableContributionsTotAmt
Gross Revenue Total Events	$19,775	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$19,406	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$37,678	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$119,018	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$176,102	DirectExpenseSummaryEventsAmt
Net Income Summary	-$156,327	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (128 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
UNITED WAY OF SOUTHWESTERN PA
PO BOX 735	PITTSBURGH	PA	15230	251043578	501(C)(3)	$2,088,769	OPERATING GRANT
GREATER PHILADELPHIA COMM ALLIANCE
1529 SOUTH 22ND ST	PHILADELPHIA	PA	19146	231365980	501(C)(3)	$1,496,091	OPERATING GRANT
AFRICAN CULT ALL OF NORTH AMERICA INC
5521 CHESTER AVE	PHILADELPHIA	PA	19143	233062024	501(C)(3)	$1,030,000	OPERATING GRANT
LOCAL INITIATIVES SUPPORT CORP PA
718 ARCH STREET	PHILADELPHIA	PA	19106	133030229	501(C)(3)	$1,025,000	OPERATING GRANT
CAMPAIGN FOR WORKING FAMILIES
1415 NORTH BROAD ST	PHILADELPHIA	PA	19122	475617041	501(C)(3)	$921,000	OPERATING GRANT
UTILITY EMERGENCY SERVICES FUND
1608 WALNUT ST	PHILADELPHIA	PA	19103	232227461	501(C)(3)	$576,000	OPERATING GRANT
COMMUNITY LEGAL SERVICES INC
1424 CHESTNUT ST	PHILADELPHIA	PA	19102	231671562	501(C)(3)	$569,414	DONOR DESIGNATION/OPERATING GRANT
DREXEL UNIVERSITY
AP DEPT 3201 ARCH ST	PHILADELPHIA	PA	19104	231352630	501(C)(3)	$512,408	OPERATING GRANT
PHILADELPHIA LAWYERS FOR SOCIAL EQUITY
1501 CHERRY STREET	PHILADELPHIA	PA	19102	452980014	501(C)(3)	$399,166	OPERATING GRANT
CLARIFI
1635 MARKET STREET	PHILADELPHIA	PA	19103	231671903	501(C)(3)	$395,250	OPERATING GRANT
BEECH COMMUNITY SERVICES
1510 CECIL B MOORE	PHILADELPHIA	PA	19121	204968928	501(C)(3)	$300,000	OPERATING GRANT
VILLANOVA UNIVERSITY
800 EAST LANCASTER AVE	VILLANOVA	PA	19085	231352688	501(C)(3)	$240,714	OPERATING GRANT
PHILADELPHIA INDUSTRIAL DEVELOPMENT CORPORATION
1500 MARKET STREET	PHILADELPHIA	PA	19102	236050858	501(C)(3)	$172,500	OPERATING GRANT
URBAN LEAGUE OF PHILADELPHIA INC
121 SOUTH BROAD STREET	PHILADELPHIA	PA	19107	231429810	501(C)(3)	$165,000	OPERATING GRANT
NJ 2-1-1 PARTNERSHIP
114 ALGONQUIN TPKE SUITE 2	WHIPPANY	NJ	07981	223338917	501(C)(3)	$160,000	OPERATING GRANT
UPLIFT SOLUTIONS INC
700 DELSEA DRIVE	WESTVILLE	NJ	08093	943471934	501(C)(3)	$160,000	OPERATING GRANT
EQUAL MEASURE
520 WALNUT ST SUITE 1450	PHILADELPHIA	PA	19106	232694572	501(C)(3)	$141,195	OPERATING GRANT
DEFENDER ASSOCIATION OF PHILADELPHIA
1441 SANSOM STREET	PHILADELPHIA	PA	19102	231445669	501(C)(3)	$140,421	OPERATING GRANT
MEDIA FELLOWSHIP HOUSE
302 SOUTH JACKSON STREET	MEDIA	PA	19063	231529964	501(C)(3)	$133,750	OPERATING GRANT
CHILDREN FIRST
990 SPRING GARDEN ST 200	PHILADELPHIA	PA	19123	232137461	501(C)(3)	$130,000	OPERATING GRANT
PARKSIDE BUSINESS AND COMMUNITY IN PARTNERSHIP INC
1487 KENWOOD AVENUE	CAMDEN	NJ	08103	223242446	501(C)(3)	$110,000	OPERATING GRANT
OPEN HEARTH INC
101 N MAIN STREET	SPRING CITY	PA	19475	232652023	501(C)(3)	$102,000	OPERATING GRANT
BEYOND LITERACY
211 NORTH 13TH STREET	PHILADELPHIA	PA	19107	237043544	501(C)(3)	$100,000	OPERATING GRANT
FIRST UP
1608 WALNUT STREET	PHILADELPHIA	PA	19103	236438144	501(C)(3)	$100,000	OPERATING GRANT
SOUTHEAST ASIAN MUTUAL ASSISTANCE ASSOCIATIONS COALITION
1711 SOUTH BROAD STREET	PHILADELPHIA	PA	19148	222541120	501(C)(3)	$100,000	OPERATING GRANT
PHILADELPHIA AFL-CIO
22 S 22ND STREET	PHILADELPHIA	PA	19103	231580308	501(C)(3)	$95,000	OPERATING GRANT
READING ALLOWED
275 S 19TH STREET	PHILADELPHIA	PA	19103	841834946	501(C)(3)	$90,950	OPERATING GRANT
PHILABUNDANCE
3616 SOUTH GALLOWAY ST	PHILADELPHIA	PA	191485402	232290505	501(C)(3)	$87,806	DONOR DESIGNATION/OPERATING GRANT
FATHER'S DAY RALLY COMMITTEE INC
1243 WEST 65TH AVENUE	PHILADELPHIA	PA	19126	232750010	501(C)(3)	$87,500	OPERATING GRANT
ENON TABERNACLE BAPTIST CHURCH
2800 W CHELTENHAM AVE	PHILADELPHIA	PA	19150	920194648	501(C)(3)	$75,000	OPERATING GRANT
RESILIENT CODERS
1 BROADWAY STREET	CAMBRIDGE	MA	02142	471882343	501(C)(3)	$75,000	OPERATING GRANT
THE FELLOWSHIP BMEC INC
1600 VINE STREET	PHILADELPHIA	PA	19103	810871452	501(C)(3)	$75,000	OPERATING GRANT
WOMEN'S OPPORTUNITIES RESOURCE CENTER
2010 CHESTNUT STREET	PHILADELPHIA	PA	19103	232741508	501(C)(3)	$74,250	OPERATING GRANT
PCS FOR PEOPLE
2492 DOSWELL AVENUE	SAINT PAUL	MN	55108	262066045	501(C)(3)	$68,000	OPERATING GRANT
COMMUNITY COLLEGE OF PHILADELPHIA FOUNDATION
1700 SPRING GARDEN STREET	PHILADELPHIA	PA	19130	232612698	501(C)(3)	$60,000	OPERATING GRANT
FEDERATION OF NEIGHBORHOOD CENTERS
1901 S 9TH STREET	PHILADELPHIA	PA	19148	231630073	501(C)(3)	$60,000	OPERATING GRANT
NOMO FOUNDATION
925 N BROAD STREET	PHILADELPHIA	PA	19123	450537186	501(C)(3)	$60,000	OPERATING GRANT
MANNAMETRO AREA NEIGHBORHOOD NUTRITION ALLIANCE
420 NORTH 20TH STREET	PHILADELPHIA	PA	19130	232586142	501(C)(3)	$55,264	DONOR DESIGNATION/OPERATING GRANT
CREATIVE HEALTH SERVICES INC
11 ROBINSON STREET	POTTSTOWN	PA	19464	231522060	501(C)(3)	$55,000	OPERATING GRANT
ACHIEVEABILITY
35 NORTH 60TH STREET	PHILADELPHIA	PA	19139	232215980	501(C)(3)	$54,000	OPERATING GRANT
CEIBA INC
174 WEST DIAMOND STREET	PHILADELPHIA	PA	19122	232732783	501(C)(3)	$50,250	OPERATING GRANT
ACLAMO
512 WEST MARSHALL STREET	NORRISTOWN	PA	19401	232059489	501(C)(3)	$50,000	OPERATING GRANT
CHESTER EDUCATION FOUNDATION
419 AVENUE OF THE STATES	CHESTER	PA	19013	232576096	501(C)(3)	$50,000	OPERATING GRANT
DIVERSEFORCE LLC
1650 MARKET STREET	PHILADELPHIA	PA	19121	814219293	501(C)(3)	$50,000	OPERATING GRANT
LITERACY COUNCIL OF NORRISTOWN
113 E AIRY STREET	NORRISTOWN	PA	19401	232480501	501(C)(3)	$50,000	OPERATING GRANT
NATIONAL ENERGY EDUCATION DEVELOPMENT PROJECT
8408 KAO CIRCLE	MANASSAS	VA	20110	541646670	501(C)(3)	$50,000	OPERATING GRANT
NUEVA ESPERANZA INC
4261 N 5TH STREET	PHILADELPHIA	PA	19140	232552707	501(C)(3)	$50,000	OPERATING GRANT
URBAN AFFAIRS COALITIONGLOBAL CITIZEN
1207 CHESTNUT STREET	PHILADELPHIA	PA	19107	237046393	501(C)(3)	$50,000	OPERATING GRANT
WOMEN'S COMM REVITALIZATION PROJECT
407-411 FAIRMOUNT AVENUE	PHILADELPHIA	PA	19123	222840188	501(C)(3)	$50,000	OPERATING GRANT
WOMEN'S WAY
123 SOUTH BROAD ST	PHILADELPHIA	PA	191091029	231989161	501(C)(3)	$50,000	OPERATING GRANT
WONDERSPRING
201 SABINE AVE	NARBERTH	PA	19072	231676836	501(C)(3)	$50,000	OPERATING GRANT
TECHNOLOGY LEARNING COLLABORATIVE
2101 EAST YORK STREET	PHILADELPHIA	PA	19125	863540858	501(C)(3)	$47,960	OPERATING GRANT
THOMAS SCATTERGOOD BEHAVIORAL HEALTH FOUNDATION
1501 CHERRY STREET	PHILADELPHIA	PA	19102	231352178	501(C)(3)	$45,000	OPERATING GRANT
DAWN'S PLACE
PO BOX 48253	PHILADELPHIA	PA	19144	260196507	501(C)(3)	$43,794	DONOR DESIGNATION
RSVP VOLUNTEERS
901 EAST 8TH AVENUE	KING OF PRUSSIA	PA	19406	232121691	501(C)(3)	$40,000	OPERATING GRANT
THE BRIDGESPAN GROUP INC
2 COPLEY PLACE 7TH FL	BOSTON	MA	02116	311625487	501(C)(3)	$40,000	OPERATING GRANT
HOPEWORKS 'N CAMDEN
808 MARKET STREET	CAMDEN	NJ	08102	311660671	501(C)(3)	$37,500	OPERATING GRANT
ABOLITIONIST LAW CENTER
PO BOX 8654	PITTSBURGH	PA	15221	462132412	501(C)(3)	$33,333	OPERATING GRANT
COLLECTIVE CLIMB
5541 FLORENCE AVE	PHILADELPHIA	PA	19143	852073531	501(C)(3)	$33,333	OPERATING GRANT
WHY NOT PROSPER INC
717 EAST CHELTEN AVE	PHILADELPHIA	PA	191441206	233089308	501(C)(3)	$33,333	OPERATING GRANT
CHILDREN'S HOSPITAL OF PHILADELPHIA
3401 CIVIC CENTER BLVD	PHILADELPHIA	PA	19104	231352166	501(C)(3)	$33,331	DONOR DESIGNATION
PLANNED PARENTHOODSEPA
1144 LOCUST STREET	PHILADELPHIA	PA	191075740	231352509	501(C)(3)	$30,752	DONOR DESIGNATION
EASTERN NORTH PHILADELPHIA WORKFORCE DEVELOPMENT CORP
4261 NORTH 5TH STREET	PHILADELPHIA	PA	19140	232978010	501(C)(3)	$30,000	OPERATING GRANT
MAIN LINE CHAMBER OF COMMERCE
175 STRAFFORD AVE	WAYNE	PA	19087	230365255	501(C)(3)	$30,000	OPERATING GRANT
MAKE IT HAPPEN PHILLY INC
1217 HERBERT STREET	PHILADELPHIA	PA	19124	831942127	501(C)(3)	$30,000	OPERATING GRANT
NEW KENSINGTON COMMUNITY DEVELOPMENT CORPORATION
2515 FRANKFORD AVENUE	PHILADELPHIA	PA	19125	222610536	501(C)(3)	$30,000	OPERATING GRANT
NORRIS SQUARE COMMUNITY ALLIANCE
174 DIAMOND STREET	PHILADELPHIA	PA	19122	239233412	501(C)(3)	$30,000	OPERATING GRANT
PHILADELPHIA FIGHT
1233 LOCUST STREET	PHILADELPHIA	PA	19107	232625934	501(C)(3)	$30,000	OPERATING GRANT
THE REAWAKENING AGENCY
1114 S 23RD STREET	PHILADELPHIA	PA	19146	824439930	501(C)(3)	$30,000	OPERATING GRANT
UNITED WAY OF BROWARD COUNTY
1300 SOUTH ANDREWS AVE	FT LAUDERDALE	FL	33316	590624402	501(C)(3)	$29,095	DONOR DESIGNATION
MCGUIRE MEMORIAL FOUNDATION
PO BOX 1341	MOON TOWNSHIP	PA	15108	251687137	501(C)(3)	$26,250	DONOR DESIGNATION
CHESTER COUNTY FOOD BANK
650 PENNSYLVANIA DRIVE	EXTON	PA	19341	270887311	501(C)(3)	$23,334	DONOR DESIGNATION
PROJECT HOME
1515 FAIRMOUNT AVE	PHILADELPHIA	PA	19130	232555950	501(C)(3)	$21,062	DONOR DESIGNATION
JEWISH FEDERATION OF GREATER PA
2001 MARKET ST-23RD FL	PHILADELPHIA	PA	19103	231500085	501(C)(3)	$18,348	DONOR DESIGNATION
UNITED WAY OF GREATER MERCER COUNTY
3150 BRUNSWICK PIKE	LAWRENCEVILLE	NJ	086482420	210683073	501(C)(3)	$17,974	DONOR DESIGNATION
BRYN MAWR REHABILITATION HOSPITAL
PO BOX 3007	MALVERN	PA	19355	232507348	501(C)(3)	$17,500	DONOR DESIGNATION
CARNEGIE MELLON UNIVERSITY
5000 FORBES AVENUE	PITTSBURGH	PA	15213	250969449	501(C)(3)	$17,500	DONOR DESIGNATION
NCH HEALTHCARE SYSTEMS INC
350 7TH STREET NORTH	NAPLES	FL	34102	592314655	501(C)(3)	$17,500	DONOR DESIGNATION
UNITED WAY OF SNOHOMISH COUNTY
3120 MCDOUGALL AVE	EVERETT	WA	98201	910606507	501(C)(3)	$13,762	DONOR DESIGNATION
COMMUNITY PARTNERSHIP SCHOOLAFTERSCHOOL PROGRAM
1936 NORTH JUDSON ST	PHILADELPHIA	PA	19121	203195763	501(C)(3)	$13,694	DONOR DESIGNATION
BRIDGES TO WEALTH
700 LOCUST STREET	PHILADELPHIA	PA	19106	131837418	501(C)(3)	$13,500	OPERATING GRANT
LATIN AMERICAN ECONOMIC DEVELOPMENT ASSOCIATION INC
433 MARKET STREET	CAMDEN	NJ	08105	222846440	501(C)(3)	$13,500	OPERATING GRANT
NEWFOUND RISEUP FUND
1435 WALNUT STREET	PHILADELPHIA	PA	19103	854284101	501(C)(3)	$13,500	OPERATING GRANT
ALSACST JUDE CHILDREN'S RESEARCH HOSPITAL
4600 NORTH FAIRFAX DRIVE	ARLINGTON	VA	22203	351044585	501(C)(3)	$13,171	DONOR DESIGNATION
BEAVER CEMETERY & MAUSOLEUM
351 BUFFALO STREET	BEAVER	PA	15009	250345330	501(C)(3)	$13,125	DONOR DESIGNATION
PENN MEDICINE
3535 MARKET STREET 750	PHILADELPHIA	PA	19104	231352685	501(C)(3)	$13,125	DONOR DESIGNATION
THE GESU SCHOOL INC
1700 WEST THOMPSON ST	PHILADELPHIA	PA	19121	232728931	501(C)(3)	$12,250	DONOR DESIGNATION
UNITED WAY OF LARAMIE COUNTY
1007 EAST LINCOLN WAY	CHEYENNE	WY	820014843	830186435	501(C)(3)	$12,250	DONOR DESIGNATION
WOMEN AGAINST ABUSE INC
100 SOUTH BROAD STREET	PHILADELPHIA	PA	19110	231984838	501(C)(3)	$11,195	DONOR DESIGNATION
THE MARFAN FOUNDATION
22 MANHASSET AVENUE	PORT WASHINGTON	NY	110502023	521265361	501(C)(3)	$10,500	DONOR DESIGNATION
BROAD STREET MINISTRY
PO BOX 22656	PHILADELPHIA	PA	19110	202760310	501(C)(3)	$10,408	DONOR DESIGNATION/OPERATING GRANT
AMERICAN RED CROSS SOUTHEASTERN PENNSYLVANIA
2221 CHESTNUT STREET	PHILADELPHIA	PA	19103	530196605	501(C)(3)	$10,288	DONOR DESIGNATION
PARKER STRATEGY GROUP LLC
30 SOUTH 15TH STREET	PHILADELPHIA	PA	19102	993035371	501(C)(3)	$10,000	OPERATING GRANT
SESOVERA INC
9081 SHERWOOD COURT	PRESTO	PA	15142	853203698	501(C)(3)	$10,000	OPERATING GRANT
CHESTER COUNTY INTERMEDIATE UNIT
455 BOOT ROAD	DOWNINGTON	PA	19335	236003597	501(C)(3)	$9,000	OPERATING GRANT
EASTERN UNIVERSITY
1300 EAGLE ROAD	SAINT DAVIDS	PA	19087	231409675	501(C)(3)	$9,000	OPERATING GRANT
BRYN MAWR HOSPITAL
130 S BRYN MAWR AVENUE	BRYN MAWR	PA	190103160	232179020	501(C)(3)	$8,750	DONOR DESIGNATION
CB COMMUNITY SCHOOLS
4101 FREELAND AVENUE	PHILADELPHIA	PA	19128	473573157	501(C)(3)	$8,750	DONOR DESIGNATION
PHILADELPHIA FUTURES
215 SOUTH BROAD STREET	PHILADELPHIA	PA	19107	231365983	501(C)(3)	$8,750	DONOR DESIGNATION
WHYY INC
150 NORTH 6TH STREET	PHILADELPHIA	PA	19106	231438083	501(C)(3)	$8,750	DONOR DESIGNATION
UNITED WAY OF GREATER HOUSTON
50 WAUGH DRIVE	HOUSTON	TX	77007	741167964	501(C)(3)	$8,596	DONOR DESIGNATION
SAMARITAN HEALTHCARE & HOSPICE
5 EVES DRIVE SUITE 300	MARLTON	NJ	08053	222344036	501(C)(3)	$8,516	DONOR DESIGNATION
ASSURED SETTLEMENT SERVICES CORP
485 DEVON DRIVE	WAYNE	PA	19087	208513412	501(C)(3)	$8,000	OPERATING GRANT
GERMANTOWN ACADEMY
P O BOX 287	FORT WASHINGTON	PA	19034	231352639	501(C)(3)	$7,903	DONOR DESIGNATION
PUBLIC INTEREST LAW CENTER
1500 JOHN F KENNEDY BLVD	PHILADELPHIA	PA	19102	231923398	501(C)(3)	$7,700	DONOR DESIGNATION
BOYS & GIRLS CLUB OF CHESTER
PO BOX 1077	CHESTER	PA	19013	231490049	501(C)(3)	$7,656	DONOR DESIGNATION
URBAN PROMISE MINSTRIES INC
PO BOX 1479	CAMDEN	NJ	08105	020650756	501(C)(3)	$7,516	DONOR DESIGNATION
UNITED WAY OF NEW YORK CITY
205 EAST 42ND STREET	NEW YORK	NY	10017	132617681	501(C)(3)	$7,424	DONOR DESIGNATION
THE STARFINDER FOUNDATION
4015 MAIN STREET	PHILADELPHIA	PA	19127	043649918	501(C)(3)	$7,413	DONOR DESIGNATION
SHARE FOOD PROGRAM INC
2901 W HUNTING PARK AVE	PHILADELPHIA	PA	19129	232360819	501(C)(3)	$7,278	DONOR DESIGNATION
UNITED WAY OF CHESTER COUNTY
495 THOMAS JONES WAY	EXTON	PA	19341	232131877	501(C)(3)	$6,911	DONOR DESIGNATION
EPISCOPAL COMMUNITY SERVICES
225 SOUTH 3RD STREET	PHILADELPHIA	PA	19106	231352290	501(C)(3)	$6,703	DONOR DESIGNATION
BIG BROTHERS BIG SISTERS INDEPENDENCE REGION
123 SOUTH BROAD STREET	PHILADELPHIA	PA	19109	231352034	501(C)(3)	$6,304	DONOR DESIGNATION
NATIVITY OF OUR LORD
625 WEST STREET ROAD	WARMINSTER	PA	18974	231360839	501(C)(3)	$6,250	DONOR DESIGNATION
MULTIPLE SCLEROSISGREATER DELAWARE VALLEY
30 SOUTH 17TH STREET	PHILADELPHIA	PA	19103	231401535	501(C)(3)	$6,155	DONOR DESIGNATION
MISSION FOR EDU CHILDREN WITH AUTISM
100 EAST LANCASTER AVE	DOWNINGTOWN	PA	19335	232906372	501(C)(3)	$6,125	DONOR DESIGNATION
SUPPORT CENTER FOR CHILD ADVOCATES
1617 JFK BOULEVARD	PHILADELPHIA	PA	19103	232048664	501(C)(3)	$6,005	DONOR DESIGNATION
UNITED WAY OF WEST ELLIS COUNTY
PO BOX 1025	MIDLOTHIAN	TX	76065	756002917	501(C)(3)	$5,964	DONOR DESIGNATION
HOUSE OF CHARITYCAMDEN DIOCESE
631 MARKET STREET	CAMDEN	NJ	08102	210634498	501(C)(3)	$5,792	DONOR DESIGNATION
UNITE FOR HER
PO BOX 351	POCOPSON	PA	19366	264444438	501(C)(3)	$5,695	DONOR DESIGNATION
CATHOLIC CHARITIES APPEALPHILADELPHIA
222 NORTH 17TH STREET	PHILADELPHIA	PA	19103	231530528	501(C)(3)	$5,666	DONOR DESIGNATION
ST JUDE CHILDRENS RESEARCH HOSPITAL
332 NORTH LAUDERDALE ST	MEMPHIS	TN	381052729	620646012	501(C)(3)	$5,533	DONOR DESIGNATION
YOUNGSTOWNMAHONING VALLEY UNITED WAY
255 WATT STREET	YOUNGSTOWN	OH	445053049	340714598	501(C)(3)	$5,320	DONOR DESIGNATION
UNITED WAY OF THE CAPITAL REGION PA
2235 MILLENIUM WAY	ENOLA	PA	17025	231352095	501(C)(3)	$5,316	DONOR DESIGNATION
BOY SCOUTS OF AMERICA CRADLE OF LIBERTY COUNCIL
1485 VALLEY FORGE ROAD	WAYNE	PA	19087	231352052	501(C)(3)	$5,250	DONOR DESIGNATION
UNITED WAY FOR GREATER AUSTIN
2000 E MLK JR BLVD	AUSTIN	TX	78702	741193439	501(C)(3)	$5,165	DONOR DESIGNATION
UNITED WAY OF THE GREATER TRIANGLE INC
800 PARK OFFICES DRIVE	DURHAM	NC	27709	561949103	501(C)(3)	$5,067	DONOR DESIGNATION
MILE HIGH UNITED WAY INC
711 PARK AVENUE WEST	DENVER	CO	802052891	840404235	501(C)(3)	$5,009	DONOR DESIGNATION

Field	Value	IRS element (for citing)
Total501c3 Org	128	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds	FormAndLineReferenceDesc
Explanation	AGENCIES RECEIVING GENERAL OPERATING SUPPORT GRANTS ARE MONITORED VIA THE FOLLOWING: 1) AGENCIES MUST SUBMIT AN APPLICATION THAT INCLUDES EXPLANATION OF THE PROPOSED USE AND RESULTS FROM USE OF THE FUNDING; 2) AGENCIES MUST SUBMIT AT LEAST SEMI-ANNUAL OUTCOMES REPORTS WHICH ARE REVIEWED AND EVALUATED BY UNITED WAY STAFF; 3) AGENCIES MUST SUBMIT ANNUAL AUDITS WHICH ARE REVIEWED BY CPAS AS WELL AS BY UNITED WAY STAFF; 4) AGENCIES MUST CERTIFY THAT THEY HAVE RECEIVED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT STATUS AND ARE IN COMPLIANCE WITH THE USA PATRIOT ACT. AGENCIES RECEIVING FUNDING THROUGH TARGETED INVESTMENT GRANTS FOR SPECIFIC PURPOSES ARE MONITORED VIA THE FOLLOWING METHODS: 1) AGENCIES MUST SUBMIT PROJECT APPLICATIONS OUTLINING THE SCOPE OF THE PROJECT AND THE DELIVERABLE; 2) AGENCIES MUST SUBMIT OUTCOMES REPORTS WHICH ARE REVIEWED BY UNITED WAY STAFF; 3) AGENCIES MUST CERTIFY THAT THEY ARE IN COMPLIANCE WITH THE USA PATRIOT ACT. AGENCIES RECEIVING FUNDING PASSED THROUGH VIA RESTRICTED GRANTS MUST SUBMIT NARRATIVE REPORTS DETAILING OUTCOMES RELATED TO THE GRANTS AS WELL AS FINANCIAL REPORTS DETAILING THE SPENDING. AGENCIES ELIGIBLE FOR DESIGNATIONS THROUGH UNITED WAY'S DONOR CHOICE PROGRAM MUST UNDERGO SCREENING PRIOR TO RECEIVING FUNDING. THEY MUST CERTIFY THAT THEY HAVE RECEIVED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT STATUS AND ARE IN COMPLIANCE WITH THE USA PATRIOT ACT. PLEASE NOTE THAT THE DIFFERENCE BETWEEN THE TOTAL AMOUNT DETAILED ON THIS SCHEDULE AND "GRANTS AND OTHER ASSISTANCE" IN FORM 990, PART IX IS PRIMARILY DUE TO THE FACT THAT THIS SCHEDULE INCLUDES ALL CASH PAYMENTS MADE TO THE ORGANIZATIONS IN EXCESS OF $5,000 DURING THE FISCAL YEAR. THE AMOUNT SHOWN IN "GRANTS AND OTHER ASSISTANCE" IS ON THE ACCRUAL BASIS OF ACCOUNTING. ADDITIONALLY, PAYMENTS SHOWN ON SCHEDULE I INCLUDE AMOUNTS PAID TO AGENCIES AS A RESULT OF CONTRIBUTIONS PROCESSED ON BEHALF OF OTHER UNITED WAYS. UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY PROCESSES SOME LARGE CAMPAIGNS FOR COMPANIES ON A NATIONAL LEVEL. THESE CAMPAIGNS INCLUDED FUNDS RAISED BY OTHER UNITED WAYS. AS THESE FUNDS ARE RAISED BY OTHER UNITED WAYS, UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY DOES NOT COUNT THESE DOLLARS AS PART OF OUR REVENUE TOTAL. THEREFORE, THERE ARE NO CORRESPONDING DESIGNATION EXPENSES. WE RECORD THESE DOLLARS AS A RECEIVABLE, SINCE WE WILL COLLECT THE FUNDS AND AS A LIABILITY SINCE WE DISTRIBUTE THE FUNDS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
WILLIAM A GOLDERER
PRESIDENT & CEO	$398,911	$0	$50,000	$0	$920	$0	$18,239	$0	$920	$0	$468,990	$0	$0	$0
TABITHA JENKINS
GENERAL COUNSEL & CHIEF PEOPLE OFFICER	$201,604	$0	$30,500	$0	$660	$0	$11,610	$0	$11,404	$0	$255,778	$0	$0	$0
AMY LEICHNER
CHIEF FINANCIAL OFFICER	$212,450	$0	$30,376	$0	$660	$0	$11,436	$0	$11,404	$0	$266,326	$0	$0	$0
MICHAEL BANKS
EXECUTIVE DIRECTOR & SENIOR ADVISOR	$192,411	$0	$35,000	$0	$675	$0	$11,160	$0	$15,543	$0	$254,789	$0	$0	$0
KATE HOUSTOUN
CHIEF IMPACT OFFICER	$180,249	$0	$29,003	$0	$549	$0	$10,829	$0	$20,626	$0	$241,256	$0	$0	$0
ERIKA JOY ERB
CHIEF MARKETING & COMMUNICATIONS OFFICER	$165,409	$0	$7,500	$0	$503	$0	$9,765	$0	$5,932	$0	$189,109	$0	$0	$0
JENNIFER R LARKIN
CHIEF DEVELOPMENT OFFICER	$145,326	$0	$0	$0	$704	$0	$10,000	$0	$18,845	$0	$174,875	$0	$0	$0
ANDREA A ANDERSON
CHIEF KNOWLEDGE OFFICER (THRU 09/2023)	$147,846	$0	$0	$0	$614	$0	$2,640	$0	$7,424	$0	$158,524	$0	$0	$0
MELISSA CULP
MANAGING DIRECTOR, BUSINESS OPERATIONS	$138,318	$0	$5,000	$0	$505	$0	$8,800	$0	$505	$0	$153,128	$0	$0	$0
KELLY SHANNON WOODLAND
MANAGING DIRECTOR, LEADERSHIP EQUITY	$163,654	$0	$0	$0	$589	$0	$9,127	$0	$9,220	$0	$182,590	$0	$0	$0
ELIZABETH TORRES
MANAGING DIRECTOR, ACCOUNTING	$148,799	$0	$0	$0	$482	$0	$270	$0	$5,793	$0	$155,344	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule J, Part I, Line 7 Non-fixed payments	FormAndLineReferenceDesc
Explanation	THE PRESIDENT AND CEO HAS AN INCENTIVE BONUS OPPORTUNITY THAT IS BASED UPON GOALS AND OBJECTIVES AROUND RESOURCE DEVELOPMENT, COMMUNITY IMPACT AND OPERATIONS WHICH ARE DOCUMENTED IN THE PERFORMANCE REVIEW PROCESS. THE EXECUTIVE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ASSESSING PERFORMANCE VERSUS THOSE GOALS AND OBJECTIVES AND DETERMINING THE AWARD AMOUNT. THE INCENTIVE IS AWARDED AFTER THOROUGH REVIEW AND DISCUSSION BY THE EXECUTIVE COMPENSATION COMMITTEE.	ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$153,267	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Other - FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (true)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions	FormAndLineReferenceDesc
Explanation	UNITED WAY MAINTAINS BROKERAGE ACCOUNTS WITH THE VANGUARD GROUP AND GLENMEDE WHICH RECEIVE STOCK DONATIONS. THESE SECURITIES ARE LIQUIDATED FROM THESE ACCOUNTS UPON DONATION.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part III, Line 4a-4c Description of program services	(Expenses $ 19,571,599 including grants of $ 7,850,264)(Revenue $ 1,043,694) OTHER PROGRAM SERVICES
Form 990, Part III, Line 4a-4c Description of program services	(Expenses $ 5,153 including grants of $ 142,500)(Revenue $ 0) CAREER PATHWAYS - THE IMPACT FUND EMPOWERS WORKING ADULTS TO EARN MORE BY BUILDING FOUNDATIONS FOR LIFELONG FINANCIAL STABILITY INCLUDING JOB SKILLS.
Form 990, Part III, Line 4a-4c Description of program services	(Expenses $ 2,573 including grants of $ 486,950)(Revenue $ 0) EARLY LEARNING - THE IMPACT FUND HELPS PAVE THE WAY FOR IMPROVING THE QUALITY OF EDUCATION FROM AT THE EARLIEST AGE.
Form 990, Part VI, Line 11b Review of form 990 by governing body	UNITED WAY'S 990 IS REVIEWED BY OUR FINANCE AND AUDIT COMMITTEE. AFTER THE 990 IS APPROVED BY THE F&A COMMITTEE, IT IS DISTRIBUTED TO THE FULL BOARD FOR THEIR RECORDS.
Form 990, Part VI, Line 12c Conflict of interest policy	UNITED WAY PROVIDES THE CONFLICT OF INTEREST POLICY TO ALL STAFF MEMBERS AND KEY VOLUNTEERS ON AN ANNUAL BASIS. THIS INCLUDES BOARD MEMBERS AND MEMBERS OF STANDING BOARD COMMITTEES. THESE GROUPS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. INDIVIDUALS ARE INSTRUCTED TO PROMPTLY NOTIFY UNITED WAY OF ANY PERCEIVED CONFLICT. CONFLICT OF INTEREST STATEMENTS ARE TRACKED AND MONITORED BY THE HUMAN RESOURCES DEPARTMENT. IT IS THE RESPONSIBILITY OF THE INDIVIDUAL TO MAKE UNITED WAY AWARE OF ANY CONFLICTS THAT ARISE AFTER THEY SIGN THE CONFLICT OF INTEREST DOCUMENT. IF THERE IS A REAL OR PERCEIVED CONFLICT OF INTEREST, AN INDIVIDUAL MAY PARTICIPATE IN DISCUSSION AROUND A GIVEN ISSUE, BUT THAT INDIVIDUAL IS NOT PERMITTED TO VOTE ON THE ISSUE.
Form 990, Part VI, Line 15a Process to establish compensation of top management official	CEO COMPENSATION IS DETERMINED THROUGH A DOCUMENTED PROTOCOL AND PROCESS CONSISTING OF THE FOLLOWING ELEMENTS: 1. BOARD OF DIRECTORS OVERSIGHT: CEO PERFORMANCE COMPENSATION IS OVERSEEN BY THE EXECUTIVE COMMITTEE. SPECIFIC DECISIONS RELATED TO COMPENSATION ARE MADE BY THE EXECUTIVE COMPENSATION SUBCOMMITTEE WHICH IS COMPOSED OF THE BOARD CHAIR, BOARD TREASURER, AND CHAIR OF THE HUMAN RESOURCES COMMITTEE. ACTIONS ARE REPORTED ON AN ANNUAL BASIS TO UWGPSNJ'S GOVERNANCE COMMITTEE. 2. EXTERNALLY PREPARED COMPARATIVE SALARY DATA: COMPARATIVE SALARY DATA FOR THE CEO HAS BEEN RESEARCHED BY AN INDEPENDENT PROFESSIONAL COMPENSATION CONSULTANT. THE EXECUTIVE COMMITTEE IS PROVIDED WITH CEO SALARY INFORMATION BASED EXTERNAL SURVEYS, CAPTURING NATIONAL, REGIONAL, AND LOCAL COMPENSATION DATA FOR SIMILARLY SIZED ORGANIZATIONS. 3. PERFORMANCE BASED SYSTEM: CEO PERFORMANCE IS ANNUALLY ASSESSED FOR THE CEO BY THE CHAIR, WITH INPUT BY ALL DIRECTORS' THE BOARD'S EXECUTIVE COMMITTEE. THE CEO HAS DOCUMENTED GOALS AND OBJECTIVES ON WHICH PERFORMANCE IS BASED, PLUS DOCUMENTED DETAIL THAT GUIDES THE AWARD OF THE INCENTIVE OPPORTUNITY. THE INCENTIVE OPPORTUNITY IS AWARDED FOLLOWING A THOROUGH DISCUSSION OF THE CEO'S PERFORMANCE BY THE EXECUTIVE COMPENSATION COMMITTEE. THE DISCUSSION AND INCENTIVE AWARD ARE DOCUMENTED TO SUPPORT IMPLEMENTATION.
Form 990, Part VI, Line 15b Process to establish compensation of other employees	COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED UNDER A STRUCTURED PROCESS OVERSEEN BY THE FINANCE & AUDIT COMMITTEE OF THE BOARD. UNITED WAY USES A SALARY GRADE FRAMEWORK THAT DIFFERENTIATES ROLES BY SCOPE OF RESPONSIBILITY, DECISION-MAKING AUTHORITY, FINANCIAL ACCOUNTABILITY, AND LEADERSHIP EXPECTATIONS. FOR EXAMPLE, VICE PRESIDENTS (GRADE 8) ARE RESPONSIBLE FOR ENTERPRISE-WIDE INITIATIVES AND LONG-TERM STRATEGIC DIRECTION, WHILE MANAGING DIRECTORS (GRADE 7) AND DIRECTORS (GRADE 6) LEAD VERTICALS OR DEPARTMENTS WITH DEFINED BUDGETS AND STAFF OVERSIGHT. BASE SALARY RANGES FOR EACH GRADE ARE REVIEWED ANNUALLY AND INFORMED BY MARKET COMPARABILITY DATA, INCLUDING NONPROFIT AND INDUSTRY COMPENSATION SURVEYS, AS WELL AS PEER UNITED WAY ORGANIZATIONS. ADJUSTMENTS TO OFFICER OR KEY EMPLOYEE COMPENSATION MAY ALSO REFLECT INDIVIDUAL PERFORMANCE, TENURE, AND SPECIALIZED EXPERTISE. THE COMPENSATION-SETTING PROCESS IS CONDUCTED WITH INDEPENDENCE: RECOMMENDATIONS ARE REVIEWED AND APPROVED BY THE FINANCE & AUDIT COMMITTEE (OR EXECUTIVE COMMITTEE OF THE BOARD, AS APPROPRIATE), WITH THE AFFECTED INDIVIDUAL NOT PRESENT DURING DELIBERATIONS. ALL DECISIONS ARE DOCUMENTED IN COMMITTEE MINUTES AND MAINTAINED AS PART OF THE ORGANIZATION'S PERMANENT RECORDS. THIS PROCESS ENSURES THAT COMPENSATION IS REASONABLE, COMPETITIVE, AND ALIGNED WITH ORGANIZATIONAL RESPONSIBILITIES AND PERFORMANCE EXPECTATIONS.
Form 990, Part VI, Line 19 Required documents available to the public	UNITED WAY MAKES OUR FINANCIAL STATEMENTS AND FORM 990 AVAILABLE ON OUR WEBSITES. ADDITIONALLY, THESE ARE MADE AVAILABLE UPON REQUEST. OUR GOVERNING DOCUMENTS AND CODE OF ETHICS ARE MADE AVAILABLE UPON REQUEST.
Form 990, Part VIII, Line 12	UNITED WAY'S OVERHEAD CALCULATION FOR THE YEAR ENDED JUNE 30, 2024 IS AS FOLLOWS: NUMERATOR: MGMT AND GENERAL - PART IX, COLUMN C, LINE 25 $3,430,355 FUNDRAISING - PART IX, COLUMN D, LINE 25 $1,682,278 TOTAL NUMERATOR: $5,112,633 DENOMINATOR: TOTAL REVENUE, PART VIII, COLUMN A, LINE 12 $27,028,337 OVERHEAD RATE: 18.9% PLEASE NOTE THAT UNITED WAY CHARGES A COST RECOVERY FEE OF 12.5% ON EACH DONATED GIFT. THIS FEE IS INTENDED TO RECOVER THE COSTS INCURRED TO RAISE, COLLECT, ADMINISTER AND DISTRIBUTE GIFTS FROM CAMPAIGN REVENUE. SUCH COSTS INCLUDE FUNDRAISING, MARKETING, PLEDGE PROCESSING, CUSTOMER SERVICE, FINANCE, AND INFORMATION TECHNOLOGY. THIS RATE IS LOWER THAN THE OVERHEAD RATE CALCULATED ABOVE DUE TO THE FACT THAT THE COST RECOVERY RATE FOR THE 990 FILLING INCLUDES ACTUAL INVESTMENT INCOME AND GAINS AND LOSSES FOR THE YEAR, WHILE THE COST RECOVERY FEE CALCULATION INCLUDED AMOUNTS UTILIZED THROUGH OUR SPENDING POLICY. A PERCENTAGE OF THE MARKET VALUE OF INVESTMENTS AS OF SEPTEMBER 30TH IS USED TO OFFSET EXPENSES. ADDITIONALLY, THE METHODOLOGY FOR CALCULATING OVERHEAD ON THE FORM 990 AND OUR COST RECOVERY RATE DIFFERS. THE COST RECOVERY RATE IS INTENDED TO RECOVER OVERHEAD COSTS NET OF OFFSETTING INCOME, SUCH AS RENTAL AND MISCELLANEOUS INCOME AND THE SPENDING POLICY, FROM CAMPAIGN REVENUE ONLY. THE FORM 990 CALCULATION DIVIDES ACTUAL GROSS EXPENSES BY TOTAL REVENUE FROM ALL SOURCES.
Form 990, Part IX, Line 21	PAYMENT TO AFFILIATES: REPRESENT ANNUAL DUES PAID TO UNITED WAY WORLDWIDE.
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	ADJUSTMENT TO PREVIOUS YEAR'S UNCOLLECTIBLE RESERVE - 204627; ADJUSTMENT TO PREVIOUS YEAR'S DESIGNATIONS - 107899; DONOR DESIGNATION ADJUSTMENT - -276925; OTHER BOOK/TAX CHANGES TO NET ASSETS - -255435;