2013-01-31T16:07:17-06:00 2012-06-30 MILLIGAN & COMPANY LLC 105 N 22ND ST FL 2 PHILADELPHIA PA 191031302 990 2011-07-01 231556045 UNITED WAY OF SOUTHEASTERN PENNSYLVANIA UNIT 2156652500 1709 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19103 KAREN CLEARY 2156652500 2013-01-31 true LAVON CHANCY 2154969100 2013-01-31 2011 2016-02-25 16:41:14Z 83748903 false X WWW.UWSEPA.ORG X TO HARNESS, LEVERAGE AND STRATEGICALLY INVEST THE COLLECTIVE POWER OF DONORS, ADVOCATES AND VOLUNTEERS, TO DRIVE MEASURABLE RESULTS THAT IMPROVE THE LIVES OF PEOPLE IN OUR REGION. 67 67 145 10200 0 51617121 59962909 173205 180358 2756872 866064 2905307 2695034 57452505 63704365 38849442 39671019 0 7702626 8728497 110497 113353 4367265 5520135 7506474 52182700 56019343 5269805 7685022 77157215 85308165 26858813 29327419 50298402 55980746 X TO HARNESS, LEVERAGE AND STRATEGICALLY INVEST THE COLLECTIVE POWER OF DONORS, ADVOCATES AND VOLUNTEERS, TO DRIVE MEASURABLE RESULTS THAT IMPROVE THE LIVES OF PEOPLE IN OUR REGION. false false 12585836 8308919 12585836 EDUCATION - UNITED WAY INVESTS IN PREPARING CHILDREN TO START SCHOOL READY TO LEARN AND STAY ON TRACK TO HIGH SCHOOL GRADUATION AND POST SECONDARY TRAINING. OUR WORK IN EDUCATION IMPROVES THE QUALITY OF EARLY CARE AND EDUCATION CENTERS TO ENSURE THAT MORE CHILDREN START SCHOOL READY TO LEARN; SUPPORTS INNOVATIVE WAYS TO RECRUIT EFFECTIVE MENTORS FOR AT-RISK YOUTH; AND BRINGS YOUNG PEOPLE BACK ON TRACK FOR HIGH SCHOOL GRADUATION BY STRENGTHENING THE AFTER-SCHOOL AND SUMMER PROGRAMS THEY ATTEND. 5206810 4228243 5208810 INCOME - UNITED WAY INVESTS IN WORKING-AGE ADULTS TO HELP THEM GAIN THE SKILLS AND RESOURCES THEY NEED TO SUPPORT THEMSELVES AND THEIR FAMILIES. OUR WORK HELPS TO INCREASE THE NUMBER OF WORKERS EARNING ENOUGH TO SUPPORT THEIR FAMILIES BY QUALIFYING THEM FOR BETTER PAID, HIGHER-SKILL JOBS; HELPS LOW-INCOME STUDENTS AND ADULTS OVERCOME BARRIERS TO COLLEGE; AND ASSISTS WORKING FAMILIES TO SAVE FOR A MORE SECURE FUTURE BY IMPROVING THEIR FINANCIAL KNOW-HOW AND MATCHING THEIR SAVING TOWARDS AN ASSET LIKE A HOME OR EDUCATION. 2196687 1712823 2196687 HEALTH - UNITED WAY ALSO INVESTS IN THE SUPPORT OF SENIORS SO THAT THEY CAN REMAIN SAFE AND HEALTHY IN THEIR HOMES AND COMMUNITIES. OUR WORK PROVIDES QUALITY IN-HOME SERVICES SUCH AS ACCESS TO MEALS AND HEALTH SCREANINGS; AND HELPS TO PREVENT FALLS AND ACCIDENTS AT HOME BY ENSURING SAFETY MODIFICATIONS AND REPAIRS. WE ALSO LEAD EFFORTS TO BOOST SENIOR COMMUNITY CENTERS, WHERE OLDER ADULTS FIND HELP AND SUPPORT UP TO NATIONAL STANDARDS OF EXCELLENCE. 27838458 25421064 27838459 SOCIAL FABRIC - (EXPENSES 5,476,697 ICLUDING GRANTS OF 3,573,415) (REVENUE 5,476,697) UNITED WAY INVESTS IN BUILDING AND MAINTAINING A STRONG AND HEALTHLY COMMUNITY AND NONPROFIT SECTOR. WE HELP TO STRENGTHEN THE NONPROFIT SECTOR BY OFFERING PROGRAMS THAT TRAIN INDIVIDUALS TO SERVE ON NONPROFIT BOARDS AND AS STAFF, AND DEVELOP STRATEGIC PARTNERSHIP BETWEEN NONPROFIT ORGANIZATIONS TO IMPROVE EFFECTIVENESS AND EFFICIENCY, RESULTING IN A STRONGER, HEALTHIER, AND MORE ROBUST NETWORK OF NONPROFITS IN OUR REGION. COMMUNITY IMPACT MONITORING - (EXPENSES 514,113 INCLUDING GRANTS OF 0) (REVENUE 514,113) UNITED WAY'S WORK IN THIS AREA FOCUSES ON THE OVERALL DEVELOPMENT AND IMPLEMENTATION OF THE COMMUNITY IMPACT AGENDA. 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6188945 298746208 2589434 0.97930 0.97710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false true true false false false true 871066 false false false 871066 false false false false false ADDITIONAL INFORMATION SCHEDULE C, PART IV PART IIB LINE F: GRANTS TO OTHER ORGANIZATIONS FOR LOBBYING PURPOSES UNITED WAY PROVIDES GENERAL OPERATING SUPPORT GRANTS TO CERTAIN AGENCIES TO USE TOWARDS ADVOCACY FOR HEALTH AND HUMAN SERVICE ISSUES. EXAMPLES OF SUCH ADVOCACY INCLUDE ADVANCING EFFORTS TO INCREASE HIGH SCHOOL GRADUATION, SUPPORTING FINANCIAL SELF-SUFFICIENCY FOR LOW-INCOME PEOPLE AND DEVELOPING LONG-TERM SOLUTIONS AND RESPONSES TO PROBLEMS OF SENIOR CITIZENS. PART II B LINE 1J: UNITED WAY OCCASIONALLY ENGAGES IN ADVOCACY RELATED ACTIVITIES FOR FEDERAL AND STATE POLICIES AND PROGRAMS RELATED TO HEALTH AND HUMAN SERVICES. false false false false false false false 36172074 8458109 -1000843 -2057299 -47793 41524608 31320116 811126 5554395 -1445048 -68515 36172074 21053683 8908846 2649684 -1212670 -79427 31320116 26124170 648130 -4511275 -1207342 31053683 0.91800 0.04200 0.04000 false false false 244752 244752 7548887 5772476 1776411 2796077 2229025 567052 2588215 63704365 56019343 7685022 -1864612 -138066 -2002678 5682344 41101493 -1864612 1247455 -450797 -1067954 42169447 21534918 21534918 63704365 35419149 1247455 -312731 934724 34484425 21534918 21534918 56019343 INTENDED USES FOR ENDOWMENT FUNDS SCHEDULE D, PAGE 2, PART V, LINE 4 UNITED WAY MAINTAINS AN ENDOWMENT FUND WHICH CONSISTS OF BOARD DESIGNATED QUASI-ENDOWMENT FUNDS AND TEMPORARILY RESTRICTED ENDOWMENT FUNDS. THE ENDOWMENT IS HELD AND MANAGED BY BANK OF NEW YORK MELLON. UNITED WAY'S INTENDED USE OF THE ENDOWMENT IS TO PRESERVE THE FAIR VALUE OF THE PRINCIPAL IN 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 5% OF THE FIVE-YEAR AVERAGE MARKET VALUE OF THE BOARD DESIGNATED, TEMPORARILY RESTRICTED ENDOWMENT FUNDS AS OF SEPTEMBER 30TH OF EACH YEAR, EXCEPT WHERE DONOR RESTRICTIONS SPECIFY OTHERWISE. LIABILITY UNDER FIN 48 FOOTNOTE SCHEDULE D, PAGE 3, PART X THE PREPARATION OF FINANCIAL STATEMENTS IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES UNITED WAY TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY UNITED WAY. MANAGEMENT HAS PERFORMED THEIR EVALUATION AND BELIEVES THAT THERE ARE NO UNRECOGNIZED TAX BENEFITS THAT ARE REQUIRED TO BE DISCLOSED. RECONCILIATION OF CHANGES - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 8 ADJUSTMENT TO ALTERNATIVE MINIMUM PENSION LIABILITY -1,444,003 ADD: REVENUE RELATED TO PRIOR CAMPAIGN YEARS 603,905 ADD: ADJUSTMENT TO PREVIOUS YEAR'S UNCOLLECTIBLE RESERVE 353,463 ADD: NET ASSETS ACQUIRED THROUGH MERGER 35,838 AMOUNTS RAISED ON BEHALF OF OTHERS -22,474,847 LESS: UNCOLLECTIBLE DESIGNATIONS 939,929 ADJ. TO PREVIOUS YEARS' DESIGNATIONS 312,731 AMOUNTS RAISED ON BEHALF OF OTHERS 22,474,847 LESS: UNCOLLECTIBLE DESIGNATIONS -939,929 REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 2D ADJUSTMENT TO ALTERNATIVE MINIMUM PENSION LIABILITY -1,444,003 ADD: REVENUE RELATED TO PRIOR CAMPAIGN YEARS 603,905 ADD: ADJUSTMENT TO PREVIOUS YEAR'S UNCOLLECTIBLE RESERVE 353,463 ADD: NET ASSETS ACQUIRED THROUGH MERGER 35,838 REVENUE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 4B AMOUNTS RAISED ON BEHALF OF OTHERS 22,474,847 LESS: UNCOLLECTIBLE DESIGNATIONS -939,929 EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XIII, LINE 2D ADJ. TO PREVIOUS YEARS' DESIGNATIONS -312,731 EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XIII, LINE 4B AMOUNTS RAISED ON BEHALF OF OTHERS 22,474,847 LESS: UNCOLLECTIBLE DESIGNATIONS -939,929 X X X X X X true CENTER FOR RESPONSIBLE FUNDING FUNDRAISIN false 429252 113353 315899 429252 113353 315899 NJ PA FUNDRAISING 368949 264215 104734 104734 368949 264215 104734 104734 104734 false SEE ATTACHED 33144989 722 757 PMTS TO COLLEGES & UNIV. 102 300660 FOR TUITION & BOOKS AND MORTGAGE COMPANIES FOR HOME DOWNPAYMENTS. THE PAYMENTS ARE MATCHING GRANTS TO PARTICIPANTS IN OUR INDIVIDUAL DEVELOP- MENT ACCOUNT PROGRAM PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES SCHEDULE I, PAGE 1, PART I, LINE 2 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, 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, ARE IN COMPLIANCE WITH USA PATRIOT ACT AGENCIES THAT RECEIVE 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 DELIVERABLES. 2) AGENCIES MUST SUBMIT OUTCOMES REPORTS, WHICH ARE REVIEWED BY UNITED WAY STAFF. 3) AGENCIES MUST CERTIFY THAT THEY ARE IN COMPLIANCE WITH THE US PATRIOT ACT. AGENCIES THAT RECEIVE FUNDING PASSED THROUGH VIA RESTRICTED GRANTS MUST SUBMIT NARRATIVE REPORTS THAT DETAIL OUTCOMES RELATED TO 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 USA PATRIOT ACT. PLEASE NOTE THAT THE DIFFERENCE BETWEEN THE TOTAL AMOUNT DETAILED ON THIS SCHEDULE AND "GRANTS AND OTHER ASSISTANCE" ON PART IX, FORM 990 IS PRIMARILY DUE TO THE FACT THAT THIS SCHEDULE INCLUDES ALL CASH PAYMENTS MADE TO 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 SOUTHEASTERN PENNSYLVANIA PROCESSES A NUMBER OF LARGE CAMPAIGNS FOR COMPANIES ON A NATIONAL LEVEL. THESE CAMPAIGNS INCLUDE FUNDS RAISED BY OTHER UNITED WAYS. AS THESE FUNDS ARE RAISED BY OTHER UNITED WAYS, UNITED WAY OF SOUTHEASTERN PENNSYLVANIA DOES NOT COUNT THESE DOLLARS AS PART OF OUR REVENUE TOTAL. THEREFORE, THERE IS NO CORRESPONDING DESIGNATION EXPENSES. WE RECORD THESE DOLLARS AS A RECEIVABLE, SINCE WE WILL COLLECT THE FUNDS, AND A LIABILITY, SINCE WE DISTRIBUTE THE FUNDS. SINCE UNITED WAY OF SOUTHEASTERN PENNSYLVANIA MAKES CASH PAYMENTS TO AGENCIES AS A RESULT OF THESE CONTRIBUTIONS, THEY ARE REFLECTED ON SCHEDULE I. THEY ARE NOT REFLECTED IN "GRANTS AND OTHER ASSISTANCE" ON PART IX, FORM 990. X X X X X false false false false false false false true false JILL MICHAL 249401 42075 3000 33959 328435 ANNA MADONIA 186893 3000 32288 222181 ANN SCHMIEG 137767 32570 170337 JANET RYDER 81515 3000 7428 91943 EDWARD A MONTGOMERY 2566 9870 218 1847 14501 NON-FIXED PAYMENTS PROVIDED SCHEDULE J, PAGE 1, PART I, LINE 7 THE CEO HAS AN INCENTIVE BONUS OPPORTUNITY THAT IS BASED UPON GOALS AND OBJECTIVES AROUND RESOURCE DEVELOPMENT, COMMUNITY IMPACT AND OPERATIONS THAT 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 COMPNESATION COMMITTEE. PART II, LINE 3 - OTHER REPORTABLE COMPENSATION THE AMOUNT OF OTHER REPORTABLE COMPENSATION FOR EDWARD MONTGOMERY REPRESENTS FINAL PAYMENT OF ACCRUED VACATION AMOUNTS DUE. X 91 1199294 FAIR MARKET VALUE false true true THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS SCHEDULE M, PAGE 1, PART I, LINE 32B UNITED WAY MAINTAINS A BROKERAGE ACCOUNT WITH VANGUARD THAT IS USED TO RECEIVE DONATED SECURITIES. SECURITIES ARE LIQUIDATED FROM THIS ACCOUNT UPON DONATION. ADDITIONAL INFORMATION FORM 990 LINE 22 - FOR THE YEAR ENDED JUNE 30, 2012, UNITED WAY GENERATED A SURPLUS OF 5,682,344. THIS SURPLUS WAS THE RESULT OF LEGACIES AND BEQUEST REVENUE AND FUNDS SET ASIDE BY THE BOARD FOR SPENDING IN FISCAL YEAR 2013 AS TARGETED GRANTS TO AGENCIES IN CONNECTION WITH THE COMMUNITY IMPACT AGENDA. THESE INCREASES WERE PARTIALLY OFFSET BY REALIZED AND UNREALIZED INVESTMENT LOSSES, AS WELL AS AN INCREASE IN OUR ACCRUED PENSION LIABILITY. PART IX, COLUMN A, LINE 21 PAYMENTS TO AFFILIATES REPRESENTS ANNUAL DUES PAID TO UNITED WAY WORLDWIDE. PART IX, COLUMN A, LINE 24C OTHER PROFESSIONAL FEES INCLUDES FEES TO CONTRACTORS FOR PROFESSIONAL SERVICES. SUCH SERVICES INCLUDE DESIGN SERVICES FOR UNITED WAY'S CAMPAIGN MATERIALS, COMPENSATION CONSULTING SERVICES, CONSULTING FEES RELATED TO OUR ENDOWMENT CAMPAIGN AND PROFESSIONAL FEES RE- LATED TO WORK PREFORMED IN CONNECTION WITH RESTRICTED GRANTS. MERGER WITH GREATER PHILADELPHIA CARES GREATER PHILADELPHIA CARES ("GPC") MERGED INTO THE UNITED WAY EFFECTIVE FEBRUARY 29, 2012, AS APPROVED BY THE BOARD OF DIRECTORS OF UNITED WAY ON DECEMBER 7, 2011. GPC IS A 501(C)(3) ORGANIZATION IN PHILADELPHIA, PENNSYLVANIA WHOSE MISSION IS TO MOTIVATE PEOPLE TO VOLUNTEER THEIR TIME, TALENTS AND RESOURCES. THEY CONNECT PEOPLE AND ORGANIZATIONS IN THE REGION TO VOLUNTEERING AND ADVOCATING. ALL OTHER ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4D SOCIAL FABRIC - (EXPENSES 5,476,697 ICLUDING GRANTS OF 3,573,415) (REVENUE 5,476,697) UNITED WAY INVESTS IN BUILDING AND MAINTAINING A STRONG AND HEALTHLY COMMUNITY AND NONPROFIT SECTOR. WE HELP TO STRENGTHEN THE NONPROFIT SECTOR BY OFFERING PROGRAMS THAT TRAIN INDIVIDUALS TO SERVE ON NONPROFIT BOARDS AND AS STAFF, AND DEVELOP STRATEGIC PARTNERSHIP BETWEEN NONPROFIT ORGANIZATIONS TO IMPROVE EFFECTIVENESS AND EFFICIENCY, RESULTING IN A STRONGER, HEALTHIER, AND MORE ROBUST NETWORK OF NONPROFITS IN OUR REGION. COMMUNITY IMPACT MONITORING - (EXPENSES 514,113 INCLUDING GRANTS OF 0) (REVENUE 514,113) UNITED WAY'S WORK IN THIS AREA FOCUSES ON THE OVERALL DEVELOPMENT AND IMPLEMENTATION OF THE COMMUNITY IMPACT AGENDA. DONOR DESIGNATED FUNDING - (EXPENSES 21,847,649 INCLUDING GRANTS OF 21,847,649) (REVENUE 21,847,649) DONOR DIRECTED FUNDING TO ELIGIBLE HEALTH AND HUMAN SERVICE ORGANIZATIONS RAISED AND DISTRIBUTED BY UNITED WAY. SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS FORM 990, PAGE 6, PART VI, LINE 4 ON APRIL 11, 2012 UNITED WAY'S BOARD OF DIRECTOR VOTED TO MERGE WITH SIX OTHER UNITED WAYS AS OF JULY 1, 2012. THE MERGING UNITED WAYS ARE UNITED WAY OF ATLANTIC COUNTY, UNITED WAY OF BURLINGTON COUNTY, UNITED WAY OF CAMDEN COUNTY, UNITED WAY OF CAPE MAY COUNTY, UNITED WAY OF GREATER CUMBERLAND COUNTY AND UNITED WAY OF SOUTHEAST DELAWARE COUNTY. SIMILARLY, THE BOARD OF DIRECTORS OF THE MERGING UNITED WAYS ALSO VOTED TO APPROVE THE MERGER. THE COMBINED ORGANIZATION WILL BE KNOWN AS THE UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY. AS THE EFFECTIVE DATE OF THE MERGER IS JULY 1, 2012, THERE IS NO IMPACT RESULTING FROM THE MERGER ON THE FINANCIAL STATEMENTS OR 990 FOR THE YEAR ENDED JUNE 30, 2012. ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B UNITED WAY'S 990 IS REVIEWED BY OUR AUDIT COMMITTEE, FINANCE COMMITTEE AND BOARD PRIOR TO FILING. OUR AUDIT COMMITTEE AND FINANCE COMMITTEE HAVE A FORMAL MEETING TO REVIEW AND DISCUSS THE DOCUMENT (COPIES ARE MAILED IN ADVANCE). UPON APPROVAL BY THE AUDIT COMMITTEE AND FINANCE COMMITTEE,THE 990 IS MAILED TO THE EXECUTIVE COMMITTEE OF OUR BOARD OF DIRECTORS FOR REVIEW. THE EXECUTIVE COMMITTEE ALSO MEETS TO DISCUSS AND REVIEW THE DOCUMENT. THEY PROVIDE APPROVAL PRIOR TO FILING. FINALLY, A COPY OF THE 990 IS PROVIDED TO OUR BOARD OF DIRECTORS, IN ADVANCE OF FILING, TO GIVE THEM AN OPPORTUNITY TO REVIEW AND ASK QUESTIONS ON THE DOCUMENT. ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C 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 THEY ARE NOT PERMITTED TO VOTE. COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A SAME PROCESS AS THAT OF OFFICERS. COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B CEO COMPENSATION IS DETERMINED THROUGH A DOCUMENTED PROTOCOL AND PROCESS CONSISTING OF THE FOLLOWING ELEMENTS: 1: BOARD OF DIRECTORS OVERSIGHT. CEO PERFORMANCE AND COMPENSATION IS OVERSEEN BY A SPECIAL SUBCOMMITTEE OF THE BOARD/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 UWSEPA'S GOVERNANCE COMMITTEE. 2: EXTERNALLY PREPARED COMPARATIVE SALARY DATA: COMPARATIVE SALARY DATA FOR THE CEO AND ALL SENIOR MANAGEMENT POSITIONS IS RESEARCHED BY AN INDEPENDENT PROFESSIONAL COMPENSATION CONSULTANT, PETER R. JOHNSON & COMPANY. THE EXECUTIVE COMPENSATION COMMITTEE IS PROVIDED WITH CEO SALARY INFORMATION BASED ON MORE THAN 10 EXTERNAL SURVEYS, CAPTURING NATIONAL, REGIONAL, AND LOCAL COMPENSATION DATA FOR SIMILARLY SIZED ORGANIZATIONS. THE DATA BALANCES INFORMATION FROM BOTH THE FOR PROFIT AND NONPROFIT SECTORS. 3: PERFORMANCE BASED SYSTEM: CEO PERFORMANCE IS ANNUALLY ASSESSED BY THE CEO PERFORMANCE ASSESSMENT TASK FORCE, WHOSE MEMBERSHIP CONSISTS OF THE BOARD OFFICERS, AND CHAIRS OF THE STANDING COMMITTEES (AS NOTED IN ITEM 1, COMPENSATION DECISIONS ARE OVERSEEN BY A SUBCOMMITTEE OF THIS LARGER GROUP). ALL MEMBERS OF THE BOARD'S EXECUTIVE COMMITTEE ARE ABLE TO PROVIDE WRITTEN INPUT ON THE CEO'S PERFORMANCE. 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. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 UNITED WAY MAKES OUR FINANCIAL STATEMENTS AND FORM 990 AVAILABLE ON OUR WEBSITES. ADDITONALLY, THEY ARE MADE AVAILABLE UPON REQUEST. OUR GOVERNING DOCUMENTS AND CODE OF ETHICS ARE MADE AVAILABLE UPON REQUEST. ADDITIONAL INFORMATION FORM 990, PART VII LINE 12 - UNITED WAY'S OVERHEAD CALCULATION FOR THE YEAR ENDED JUNE 30,2012 IS AS FOLLOWS, BOTH INCLUDING AND EXCLUDING THE NON-RECURRING BEQUEST RECEIVED THIS YEAR: INCLUDING NON-RECURRING REVENUE: NUMERATOR: MGT. & GEN - PART IX, COLC, LN 25 3,824,287 FUNDRAISING- PART IX, COL D, LN 25 4,367,265 TOTAL NUMERATOR 8,191,552 DENOMINATOR: TOTAL REVENUE-PART VIII, COL A, LN 12 63,704,365 OVERHEAD RATE: 12.9% EXCLUDING NON-RECURRING REVENUE: NUMERATOR: MGT. & GEN - PART IX, COLC, LN 25 3,824,287 FUNDRAISING- PART IX, COL D, LN 25 4,367,265 TOTAL NUMERATOR 8,191,552 DENOMINATOR: TOTAL REVENUE-PART VIII, COL A, LN 12 63,704,365 LESS: NON-RECURRING BEQUEST (8,349,487) TOTAL DENIMINATOR 55,354,878 OVERHEAD RATE: 14.8% 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 FORM 990 FILING INCLUDES ACTUAL INVESTMENT INCOME AND GAINS AND LOSSES FOR THE YEAR, WHILE THE COST RECOVERY FEE CALCULATION INCLUDED AMOUNTS UTILIZED THROUGH OUR SPENDING POLICY CALCULATION TO OFFSET EXPENSES. UNDER THE SPENDING POLICY, A PERCENTAGE OF THE MARKET VALUE OF INVESTMENTS AS OF SEPTEMBER 30TH IS USED TO OFFSET EXPENSES. ADDITIONALLY, THE METHODOLOGY FOR CALCULATION 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. COLUMN A, LINE 1H FOLLOWING IS A RECONCILIATION OF CONTRIBUTIONS, GIFTS AND SIMILAR AMOUNTS RECEIVED TO THE AUDIT REPORT: GROSS ANNUAL CAMPAIGN PER FINANCIAL STATEMENTS 49,608,690 LEGACIES AND BEQUESTS 8,458,109 PROVISION FOR UNCOLLECTIBLE UNDESIGNATED PLEDGES (629,156) PROVISION FOR UNCOLLECTIBLE DESIGNATED PLEDGES (939,929) REVENUE RELATED TO PRIOR CAMPAIGNS (603,905) ADJUSTMENT TO PRIOR YEAR'S UNCOLLECTIBLE UNDESIGNATED PLEDGES (353,463) ALLOCABLE DOLLARS RECEIVED FROM OTHER UNITED WAYS 152,207 GRANTS AND OTHER CONTRIBUTIONS 4,270,356 CONTRIBUTIONS, GRANTS AND OTHER SIMILAR AMOUNTS RECEIVED PER LINE1H 59,962,909 ADDITIONAL INFORMATION FORM 990, PART XI LINE 5 - OTHER CHANGES IN NET ASSETS EXPLANATION UNREALIZED LOSSES ON INVESTMENTS (1,864,612) ADJ. TO ALTENATIVE PENSION LIABILITY (1,444,003) NET ASSETS ADDED THROUGH MERGER WITH GREATER PHILA. CARES 35,837 REVENUE RELATED TO PRIOR CAMPAIGN 603,905 ADJ. TO PRIOR YEARS' UNCOLLECTIBLE UNDESIGNATED PLEDGES 353,463 ADJ. TO PRIOR YEARS' DESIGNATION EXPENSE 312,732 TOTAL OTHER CHANGES IN NET ASSETS (2,002,678) UWSEPA SHARED SERVICES COLLABORATIV 1709 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19103 IT HOSTING PA 296294 60858 UWSEPA STRATEGIC COMMUNITY SOLUTIONS 1709 BENJAMIN FRANKLIN PKWY PHILADELPHIA PA 19103 651241811 ACCEPGIFTS PA 501C3 7 UWSEPA false false false false false false false false false false false false false false false false true false false STRATEGIC COMMUNITY SOLUTIONS P 2500 CONTRACTED AMOUNT