2025-12-22T08:27:35+00:00 2024-06-30 135381590 BDO USA 1801 MARKET ST STE 1200 PHILADELPHIA PA 191031634 990 2023-07-01 231556045 UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY UNIT 2156652500 1800 JFK BLVD 1200 PHILADELPHIA PA 19103 ALYSSA N LOVE VP OF FINANCE & ACCOUNTING 2025-12-22 true true JAKE COOK P01240455 2155641900 2025-12-18 2023 2025-03-06 01:10:19Z WILLIAM A GOLDERER 1800 JFK BLVD 1200 PHILADELPHIA PA 19103 51870556 false 3293 X WWW.UNITEDFORIMPACT.ORG X 1921 PA END INTERGENERATIONAL POVERTY IN OUR REGION BY HARNESSING, LEVERAGING AND STRATEGICALLY INVESTING THE COLLECTIVE POWER OF DONORS, ADVOCATES AND VOLUNTEERS. 30 30 52 949 -10440 0 23196395 16840178 2640 600 -664429 9300792 619739 886767 23154345 27028337 16861537 15155373 0 6062256 6105834 0 1682278 5465032 3983532 28388825 25244739 -5234480 1783598 114678858 113880133 13838980 10793415 100839878 103086718 X UNITED WAY'S MISSION IS TO END INTERGENERATIONAL POVERTY IN OUR REGION BY HARNESSING, LEVERAGING 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1043694 20132106 true false false false false false false true true true true false false true true true false false false false false false false true false false true false true false false false false false false false false true false false false false false false false false true 71 0 true 52 true true true false false false false true true false false false false false false X 30 30 false false false false false false false true true false false true true true true true true true true false NJ PA X X ALYSSA N LOVE 2156652455 1800 JOHN F KENNEDY BLVD STE 1200 PHILADELPHIA PA 19103 JOHN SALVESON BOARD MEMBER, BOARD CHAIR 1.0 X X 0 0 0 MARCEL PRATT BOARD MEMBER, SECRETARY 1.0 X X 0 0 0 ANN ARENA BOARD MEMBER 1.0 X 0 0 0 CHEKEMMA FULMORE-TOWNSEND BOARD MEMBER 1.0 X 0 0 0 CHRISTEN WOODS BOARD MEMBER 1.0 X 0 0 0 CLAIRE GREENWOOD BOARD MEMBER 1.0 X 0 0 0 DALILA WILSON-SCOTT BOARD MEMBER 1.0 X 0 0 0 DANIEL P BAUDER BOARD MEMBER (AS OF 07/2023) 1.0 X 0 0 0 DENNIS PULLIN BOARD MEMBER 1.0 X 0 0 0 ELIZABETH MURPHY BOARD MEMBER (THRU 12/2023) 1.0 X 0 0 0 ELLEN PATTERSON BOARD MEMBER 1.0 X 0 0 0 ERINN T CORBETT-WRIGHT BOARD MEMBER (AS OF 07/2023) 1.0 X 0 0 0 FRANCES A MCELHILL BOARD MEMBER 1.0 X 0 0 0 JIM BUCK BOARD MEMBER 1.0 X 0 0 0 JOHN CHIN BOARD MEMBER (AS OF 07/2023) 1.0 X 0 0 0 JOHN J LYNCH III BOARD MEMBER 1.0 X 0 0 0 KATHERINE KEEFE BOARD MEMBER (AS OF 07/2023) 1.0 X 0 0 0 LESLIE RICHARDS BOARD MEMBER 1.0 X 0 0 0 MARCUS ALLEN BOARD MEMBER 1.0 X 0 0 0 MELISSA GRIMM BOARD MEMBER 1.0 X 0 0 0 MICHAEL KERLIN BOARD MEMBER 1.0 X 0 0 0 OMAR WOODARD BOARD MEMBER 1.0 X 0 0 0 PETER HAAS BOARD MEMBER 1.0 X 0 0 0 RAKIA REYNOLDS BOARD MEMBER 1.0 X 0 0 0 ROBERT MCNEILL BOARD MEMBER 1.0 X 0 0 0 SARAH BOUCHARD BOARD MEMBER 1.0 X 0 0 0 SARAH HARRIS BOARD MEMBER 1.0 X 0 0 0 SHARMAIN MATLOCK-TURNER BOARD MEMBER 1.0 X 0 0 0 STEVEN GRABELL BOARD MEMBER 1.0 X 0 0 0 WILLIAM J CARISS BOARD MEMBER 1.0 X 0 0 0 WILLIAM L CONRAD BOARD MEMBER (AS OF 07/2023) 1.0 X 0 0 0 AMY LEICHNER CHIEF FINANCIAL OFFICER 37.5 X 243486 0 22840 ERIKA JOY ERB CHIEF MARKETING & COMMUNICATIONS OFFICER 37.5 X 173412 0 15697 JENNIFER R LARKIN CHIEF DEVELOPMENT OFFICER 37.5 X 146030 0 28845 KATE HOUSTOUN CHIEF IMPACT OFFICER 37.5 X 209801 0 31455 MICHAEL BANKS EXECUTIVE DIRECTOR & SENIOR ADVISOR 37.5 X 228086 0 26703 TABITHA JENKINS GENERAL COUNSEL & CHIEF PEOPLE OFFICER 37.5 X 232764 0 23014 WILLIAM A GOLDERER PRESIDENT & CEO 37.5 X 449831 0 19159 ANDREA A ANDERSON CHIEF KNOWLEDGE OFFICER (THRU 09/2023) 37.5 X 148460 0 10064 ALEXANDER HOFFMASTER DIRECTOR, MAJOR & PRINCIPAL GIVING 37.5 X 119294 0 16983 ELIZABETH TORRES MANAGING DIRECTOR, ACCOUNTING 37.5 X 149281 0 6063 JENNIFER EGMONT DIRECTOR, ENGAGEMENT & COMMUNICATIONS 37.5 X 116427 0 28792 KELLY SHANNON WOODLAND MANAGING DIRECTOR, LEADERSHIP EQUITY 37.5 X 164243 0 18347 MELISSA CULP MANAGING DIRECTOR, BUSINESS OPERATIONS 37.5 X 143823 0 9305 2524938 0 257267 16 false true false BDO USA LLP PO BOX 642743 PITTSBURGH PA 152642743 ACCOUNTING SERVICES 251646 GUIDEHOUSE INC PO BOX 7247-6037 PHILADELPHIA PA 191706037 PROFESSIONAL SERVICES 245845 DIVERSEFORCE LLC 1650 MARKET STREET SUITE 3600 PHILADELPHIA PA 19121 CONSULTING SERVICES 180054 ENVOY ADVISORY LLC 21 BUTLER PLACE 3E BROOKLYN NY 11238 CONSULTING SERVICES 180000 BROWNSTONE PUBLIC RELATIONS 2400 MARKET STREET 200 PHILADELPHIA PA 19103 MARKETING SERVICES 173000 12 111683 181000 16547495 153267 16840178 DONOR CHOICE APPLICATION FEES 561000 600 600 0 0 0 0 600 2328440 -10440 2338880 0 0 31638469 24666117 6972352 0 6972352 6972352 19775 181000 176102 -156327 -156327 MISCELLANEOUS REVENUE 900099 765969 765969 DONOR DESIGNATION PROCESSING FEES 561000 277125 277125 0 0 0 0 1043094 27028337 1043694 -10440 9154905 15155373 15155373 2009646 1020932 694287 294427 2919850 1483330 1008742 427778 277469 118058 72919 86492 534754 227528 140533 166693 364115 179526 105386 79203 258535 258535 2053672 1062730 690491 300451 1732 763 577 392 116539 44509 43387 28643 48247 18716 9484 20047 377488 117021 196294 64173 29145 11306 5729 12110 355407 137869 69864 147674 195834 137084 39167 19583 125782 88048 25156 12578 22558 6993 11730 3835 UNCOLLECTABLE PLEDGES 303505 303505 MEMBERSHIP DUES 55246 6464 37356 11426 MISCELLANEOUS EXPENSE 39842 12351 20718 6773 0 0 0 0 25244739 20132106 3430355 1682278 20360019 15003806 4647485 4976703 122221 1066990 0 0 270848 403830 4015848 3879635 261995 136213 10056419 12191658 73051059 77759028 0 5908812 2341905 114678858 113880133 1225842 1505416 6514638 6746551 101667 101667 0 5996833 2439781 13838980 10793415 X 69315036 73454295 31524842 29632423 100839878 103086718 114678858 113880133 X 1783598 683076 -219834 X false true X true false X 31019251 46381473 20426446 23196395 16840178 137863743 0 0 31019251 46381473 20426446 23196395 16840178 137863743 0 137863743 481089 425309 259798 586635 2338880 4091711 0 0 0 0 0 0 0 141955454 4059854 0.9712 0.9857 X false true X 71395677 1552090 8248377 3485736 77710408 66929114 1508382 6498584 3390403 150000 71395677 82387327 13627 -11938832 3341263 191745 66929114 67498186 451800 17875107 3220916 216850 82387327 66039202 256644 3275596 2010183 63073 67498186 0.667 0.151 0.182 false false 65301 27208 38093 2737540 2695446 42094 1213007 1156981 56026 136213 INVESTMENT - GLENMEDE 64494556 F INVESTMENT - THE KEYSTONE FUND 13264472 F 77759028 OPERATING LEASE LIABILITY 2174781 FUNDS HELD FOR OTHERS 265000 2439781 X 25324033 683076 237757 -2542704 -1621871 26945904 258535 -176102 82433 27028337 23077193 493192 176102 669294 22407899 258535 2578305 2836840 25244739 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 FY24 OPPORTUNITY SUMMIT 200775 181000 19775 19406 37678 119018 0 0 200775 181000 19775 19406 37678 119018 176102 -156327 true UNITED WAY OF SOUTHWESTERN PA PO BOX 735 PITTSBURGH PA 15230 251043578 501(C)(3) 2088769 OPERATING GRANT GREATER PHILADELPHIA COMM 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19106 231438083 501(C)(3) 8750 DONOR DESIGNATION UNITED WAY OF GREATER HOUSTON 50 WAUGH DRIVE HOUSTON TX 77007 741167964 501(C)(3) 8596 DONOR DESIGNATION SAMARITAN HEALTHCARE & HOSPICE 5 EVES DRIVE SUITE 300 MARLTON NJ 08053 222344036 501(C)(3) 8516 DONOR DESIGNATION ASSURED SETTLEMENT SERVICES CORP 485 DEVON DRIVE WAYNE PA 19087 208513412 501(C)(3) 8000 OPERATING GRANT GERMANTOWN ACADEMY P O BOX 287 FORT WASHINGTON PA 19034 231352639 501(C)(3) 7903 DONOR DESIGNATION PUBLIC INTEREST LAW CENTER 1500 JOHN F KENNEDY BLVD PHILADELPHIA PA 19102 231923398 501(C)(3) 7700 DONOR DESIGNATION BOYS & GIRLS CLUB OF CHESTER PO BOX 1077 CHESTER PA 19013 231490049 501(C)(3) 7656 DONOR DESIGNATION URBAN PROMISE MINSTRIES INC PO BOX 1479 CAMDEN NJ 08105 020650756 501(C)(3) 7516 DONOR DESIGNATION UNITED WAY OF NEW YORK CITY 205 EAST 42ND STREET NEW YORK NY 10017 132617681 501(C)(3) 7424 DONOR DESIGNATION THE STARFINDER FOUNDATION 4015 MAIN STREET PHILADELPHIA PA 19127 043649918 501(C)(3) 7413 DONOR DESIGNATION SHARE FOOD PROGRAM INC 2901 W HUNTING PARK AVE PHILADELPHIA PA 19129 232360819 501(C)(3) 7278 DONOR DESIGNATION UNITED WAY OF CHESTER COUNTY 495 THOMAS JONES WAY EXTON PA 19341 232131877 501(C)(3) 6911 DONOR DESIGNATION EPISCOPAL COMMUNITY SERVICES 225 SOUTH 3RD STREET PHILADELPHIA PA 19106 231352290 501(C)(3) 6703 DONOR DESIGNATION BIG BROTHERS BIG SISTERS INDEPENDENCE REGION 123 SOUTH BROAD STREET PHILADELPHIA PA 19109 231352034 501(C)(3) 6304 DONOR DESIGNATION NATIVITY OF OUR LORD 625 WEST STREET ROAD WARMINSTER PA 18974 231360839 501(C)(3) 6250 DONOR DESIGNATION MULTIPLE SCLEROSISGREATER DELAWARE VALLEY 30 SOUTH 17TH STREET PHILADELPHIA PA 19103 231401535 501(C)(3) 6155 DONOR DESIGNATION MISSION FOR EDU CHILDREN WITH AUTISM 100 EAST LANCASTER AVE DOWNINGTOWN PA 19335 232906372 501(C)(3) 6125 DONOR DESIGNATION SUPPORT CENTER FOR CHILD ADVOCATES 1617 JFK BOULEVARD PHILADELPHIA PA 19103 232048664 501(C)(3) 6005 DONOR DESIGNATION UNITED WAY OF WEST ELLIS COUNTY PO BOX 1025 MIDLOTHIAN TX 76065 756002917 501(C)(3) 5964 DONOR DESIGNATION HOUSE OF CHARITYCAMDEN DIOCESE 631 MARKET STREET CAMDEN NJ 08102 210634498 501(C)(3) 5792 DONOR DESIGNATION UNITE FOR HER PO BOX 351 POCOPSON PA 19366 264444438 501(C)(3) 5695 DONOR DESIGNATION CATHOLIC CHARITIES APPEALPHILADELPHIA 222 NORTH 17TH STREET PHILADELPHIA PA 19103 231530528 501(C)(3) 5666 DONOR DESIGNATION ST JUDE CHILDRENS RESEARCH HOSPITAL 332 NORTH LAUDERDALE ST MEMPHIS TN 381052729 620646012 501(C)(3) 5533 DONOR DESIGNATION YOUNGSTOWNMAHONING VALLEY UNITED WAY 255 WATT STREET YOUNGSTOWN OH 445053049 340714598 501(C)(3) 5320 DONOR DESIGNATION UNITED WAY OF THE CAPITAL REGION PA 2235 MILLENIUM WAY ENOLA PA 17025 231352095 501(C)(3) 5316 DONOR DESIGNATION BOY SCOUTS OF AMERICA CRADLE OF LIBERTY COUNCIL 1485 VALLEY FORGE ROAD WAYNE PA 19087 231352052 501(C)(3) 5250 DONOR DESIGNATION UNITED WAY FOR GREATER AUSTIN 2000 E MLK JR BLVD AUSTIN TX 78702 741193439 501(C)(3) 5165 DONOR DESIGNATION UNITED WAY OF THE GREATER TRIANGLE INC 800 PARK OFFICES DRIVE DURHAM NC 27709 561949103 501(C)(3) 5067 DONOR DESIGNATION MILE HIGH UNITED WAY INC 711 PARK AVENUE WEST DENVER CO 802052891 840404235 501(C)(3) 5009 DONOR DESIGNATION 128 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds 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. X X X X X false false false false false false false true false WILLIAM A GOLDERER PRESIDENT & CEO 398911 0 50000 0 920 0 18239 0 920 0 468990 0 0 0 TABITHA JENKINS GENERAL COUNSEL & CHIEF PEOPLE OFFICER 201604 0 30500 0 660 0 11610 0 11404 0 255778 0 0 0 AMY LEICHNER CHIEF FINANCIAL OFFICER 212450 0 30376 0 660 0 11436 0 11404 0 266326 0 0 0 MICHAEL BANKS EXECUTIVE DIRECTOR & SENIOR ADVISOR 192411 0 35000 0 675 0 11160 0 15543 0 254789 0 0 0 KATE HOUSTOUN CHIEF IMPACT OFFICER 180249 0 29003 0 549 0 10829 0 20626 0 241256 0 0 0 ERIKA JOY ERB CHIEF MARKETING & COMMUNICATIONS OFFICER 165409 0 7500 0 503 0 9765 0 5932 0 189109 0 0 0 JENNIFER R LARKIN CHIEF DEVELOPMENT OFFICER 145326 0 0 0 704 0 10000 0 18845 0 174875 0 0 0 ANDREA A ANDERSON CHIEF KNOWLEDGE OFFICER (THRU 09/2023) 147846 0 0 0 614 0 2640 0 7424 0 158524 0 0 0 MELISSA CULP MANAGING DIRECTOR, BUSINESS OPERATIONS 138318 0 5000 0 505 0 8800 0 505 0 153128 0 0 0 KELLY SHANNON WOODLAND MANAGING DIRECTOR, LEADERSHIP EQUITY 163654 0 0 0 589 0 9127 0 9220 0 182590 0 0 0 ELIZABETH TORRES MANAGING DIRECTOR, ACCOUNTING 148799 0 0 0 482 0 270 0 5793 0 155344 0 0 0 Schedule J, Part I, Line 7 Non-fixed payments 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. X 1 153267 Other - FAIR MARKET VALUE 0 false true true Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions UNITED WAY MAINTAINS BROKERAGE ACCOUNTS WITH THE VANGUARD GROUP AND GLENMEDE WHICH RECEIVE STOCK DONATIONS. THESE SECURITIES ARE LIQUIDATED FROM THESE ACCOUNTS UPON DONATION. 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;