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UNITED WAY WORLDWIDE: Form 990, tax year 2008

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY WORLDWIDE (EIN 13-1635294)
Tax period
2008-01-01 to 2008-12-31
Filed
2011-01-10
IRS object ID
201120129349300692
Schema version
2008v2.9
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-01-10T09:44:41-06:00Timestamp
Tax Period End Date2008-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line17101 Wisconsin Ave Suite 800AddressLine1
CityBethesdaCity
StateMDState
ZIP Code208144827ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2008-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN131635294EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1United Way WorldwideBusinessNameLine1
Business Name Line2formerly United Way of AmericaBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlUNITNameControl
Phone7038367100Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 North Fairfax StreetAddressLine1
CityAlexandriaCity
StateVAState
ZIP Code22314ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRobert BerdelleName
TitleCFO and Senior VPTitle
Phone7038367100Phone
Date Signed2011-01-10DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJoyce M Underwood CPAName
Phone3016544900Phone
FieldValueIRS element (for citing)
Tax Year2008TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Amended ReturnXAmendedReturn
Name Of Principal Officer PersonBrian A GallagherNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1701 North Fairfax StreetAddressLine1
CityAlexandriaCity
StateVAState
ZIP Code22314ZIPCode
FieldValueIRS element (for citing)
Gross Receipts66434169GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web Sitewww.liveunited.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1932YearFormation
State Legal DomicileNYStateLegalDomicile
Activity Or Mission Descriptionmobilize millions to give/advocate/volunteer-improving lives by education/income/health.ActivityOrMissionDescription
Nbr Voting Members Governing Body17NbrVotingMembersGoverningBody
Nbr Independent Voting Members17NbrIndependentVotingMembers
Total Nbr Employees304TotalNbrEmployees
Total Nbr Volunteers25TotalNbrVolunteers
Total Gross UBI26250TotalGrossUBI
Net Unrelated Business Txbl Income17424NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year30814255ContributionsGrantsPriorYear
Contributions Grants Current Year30950654ContributionsGrantsCurrentYear
Program Service Revenue Prior Year32778418ProgramServiceRevenuePriorYear
Program Service Revenue CY33364437ProgramServiceRevenueCY
Investment Income Prior Year1117445InvestmentIncomePriorYear
Investment Income Current Year602353InvestmentIncomeCurrentYear
Other Revenue Prior Year1358572OtherRevenuePriorYear
Other Revenue Current Year1266755OtherRevenueCurrentYear
Total Revenue Prior Year66068690TotalRevenuePriorYear
Total Revenue Current Year66184199TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year19999716GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY16832183GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year21603187SalariesEtcPriorYear
Salaries Etc Current Year21829768SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year889836TotalFundrsngExpCurrentYear
Other Expense Prior Year18724420OtherExpensePriorYear
Other Expenses Current Year18409758OtherExpensesCurrentYear
Total Expenses Prior Year60327323TotalExpensesPriorYear
Total Expenses Current Year57071709TotalExpensesCurrentYear
Revenues Less Expenses Prior Year5741367RevenuesLessExpensesPriorYear
Revenues Less Expenses CY9112490RevenuesLessExpensesCY
Total Assets BOY84482669TotalAssetsBOY
Total Assets EOY109317622TotalAssetsEOY
Total Liabilities BOY54660262TotalLiabilitiesBOY
Total Liabilities EOY87090868TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY29822407NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY22226754NetAssetsOrFundBalancesEOY
Mission DescriptionUnited Way improves lives by mobilizing the caring power of communities to advance the common good, creating opportunities for a better life for all by focusing on long-lasting changes in education, income and health, the building blocks of a good life.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense12464198Expense
Grants4681636Grants
Revenue242559Revenue
DescriptionCommunity Impact: In 2008 United Way announced national Goals for the Common Good: cut in half the high school dropout rate; decrease by half the number of financially unstable working families; and increase by a third the number of people with healthy lifestyles. United Way's focus on education from birth to 21 includes the Born Learning campaign, which reached 6 million parents and engaged hundreds of business leaders as early education champions. United Way promoted financial stability by partnering to provide access to earned income tax credits, financial literacy training and job training to working families across the country. United Way leads the drive for full implementation of 2-1-1, the free phone number for health and human service information now available to 80 percent of the US population.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense8578129Expense
Grants262842Grants
DescriptionBrand Leadership: In 2008 United Way introduced the LIVE UNITED national brand campaign, an invitation to individuals across all walks of life to give, advocate and volunteer to help achieve the national goals in education, financial stability and health. Results include $4.2 billion raised across the USA from more than 11 million individual donors as well as businesses, foundations and government, and 2.4 million volunteers mobilized, including 70,000 across all 50 states on June 21, the first nat's national web site, www.liveunited.org, people can find more than 37,000 volunteer opportunities as well as ways to give and advocate.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense7312373Expense
Grants780236Grants
Revenue2652602Revenue
DescriptionCenter for Community Leadership: United Way is a network of 1,280 social-change innovation labs inside local communities, tackling the most serious challenges in education, income and health and sharing successful strategies with fellow United Ways across the country. The Center for Community Leadership takes those best practices to scale, helping to achieve the national goals of fewer high school dropouts, fewer financially unstable working families, and more healthy young people and adults. Almost 700 United Ways, including more than 12,000 staff and volunteer leaders, completed the United Way Standards of Excellence Self-Assessment, measuring themselves against rigorous standards that outline guidance and direction for how a United Way should operate as an effective and accountable community impact leader.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense21261803Expense
Grants10896079Grants
Revenue427857Revenue
FieldValueIRS element (for citing)
Total Program Service Expense49616503TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Audited Financial Statements1AuditedFinancialStatements
School0School
Foreign Office0ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations1MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization1BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org1TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Number Forms Transmitted With1096125NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees304NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Form8899 Filed0Form8899Filed
Form1098 C Filed0Form1098CFiled
Nbr Voting Governing Body Members17NbrVotingGoverningBodyMembers
Number Independent Voting Members17NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Officer Mailing Address0OfficerMailingAddress
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledALStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledARStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCTStatesWhereCopyOfReturnIsFiled
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States Where Copy Of Return Is FiledKSStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledKYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledLAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMEStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMDStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMNStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMSStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNJStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNMStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNDStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledOHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledOKStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledORStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledPAStatesWhereCopyOfReturnIsFiled
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States Where Copy Of Return Is FiledSCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledTNStatesWhereCopyOfReturnIsFiled
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States Where Copy Of Return Is FiledVAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWVStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWIStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonRobert BerdelleNamePerson
Telephone Number7038367100TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1701 North Fairfax StreetAddressLine1
CityAlexandriaCity
StateVAState
ZIP Code22314ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (34 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
William G Parrett
CHAIR OF THE BOARD1.00XX000
Rodney E Slater
IMMEDIATE PAST CHAIR1.00X000
Arlene Holt Baker
SECRETARY OF THE BOARD1.00XX000
Phillip N Baldwin
TREASURER AND CHAIR, Fin1.00XX000
Karol DeWulf Nickell
CHAIR, MEMBERSHIP1.00X000
David Barnes
CHAIR, AUDIT COMMITTEE1.00X000
Ann Stallard
CHAIR, EXECUTIVE COMPENS1.00X000
Arthur P Bellis
AT-LARGE BOARD MEMBER1.00X000
David J Bronczek
AT-LARGE BOARD MEMBER1.00X000
Joe Browne
AT-LARGE BOARD MEMBER1.00X000
George Clooney
AT-LARGE BOARD MEMBER1.00X000
Johnnetta B Cole
AT-LARGE BOARD MEMBER1.00X000
Peggy Conlon
AT-LARGE BOARD MEMBER1.00X000
Antonia Cortese
AT-LARGE BOARD MEMBER1.00X000
John J Dooner Jr
AT-LARGE BOARD MEMBER1.00X000
Sally Fernandez
AT-LARGE BOARD MEMBER1.00X000
The Rt Rev Carol J Ga
AT-LARGE BOARD MEMBER1.00X000
J Barry Griswell
AT-LARGE BOARD MEMBER1.00X000
Manuel Manny Mirabal
AT-LARGE BOARD MEMBER1.00X000
Jeffrey Rechenbach
AT-LARGE BOARD MEMBER1.00X000
Roberto E Santa Maria
AT-LARGE BOARD MEMBER1.00X000
Joe Solmonese
AT-LARGE BOARD MEMBER1.00X000
Carolyn Williams
AT-LARGE BOARD MEMBER1.00X000
Raul Yzaguirre
AT-LARGE BOARD MEMBER1.00X000
William H Gates
EMERITUS BOARD MEMBER1.00X000
Brian A Gallagher
President/CEO48.00X982768054372
Joseph V Haggerty
COO48.00X346803047097
Usha Chaudhary
Treasurer/CFO56.00X279215023396
Patricia Turner
Secretary/Gen Counsel42.00X165438016465
Deborah Foster
Exec VP53.00398785051211X
Cynthia Round
Exec VP57.00289039021135X
Phillip Manville
Exec VP45.00226986018727X
Alexander Sanchez
Senior VP45.00221218024888X
Matthew DeCamara
Vice President45.00202144021562X
FieldValueIRS element (for citing)
Total Reportable Comp From Org3112396TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation278853TotalOtherCompensation
Number Individuals GT100 K43NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
Ernst & Young LLP
8484 Westpark DriveMcLeanVA22102Audit and Analysis839761
McCann Erickson Inc
622 Third AvenueNew YorkNY10017Advertising Development509258
LarsonAllen LLP
200 South 6th StreetMinneapolisMN55402Accounting Support435008
The Advertising Council
815 2nd AvenueNew YorkNY10017Advertising Development420578
NFL Films
One NFL PlazaMt LaurelNJ08054Advertising Development410867
FieldValueIRS element (for citing)
Number Of Contractors GT100 K20NumberOfContractorsGT100K
Federated Campaigns331558FederatedCampaigns
All Other Contributions30619096AllOtherContributions
Noncash Contributions26851NoncashContributions
Total Contributions30950654TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
dues9000992990019729900197
Course Tuition90009926526022652602
Professional Fees900099419972419972
Service Income900099342403342403
Conference Fees9000994926349263
FieldValueIRS element (for citing)
Total Program Service Revenue33364437TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column852323TotalRevenueColumn
Exclusion$852,323ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column501277TotalRevenueColumn
Unrelated Business Revenue26250UnrelatedBusinessRevenue
Exclusion$475,027ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real174531Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real174531Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column174531TotalRevenueColumn
Exclusion$174,531ExclusionAmount

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Other249970Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Other-249970Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-249970TotalRevenueColumn
Exclusion-$249,970ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory445085GrossSalesOfInventory

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column445085TotalRevenueColumn
Related Or Exempt Function Income445085RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMiscellaneous RevenueDescription
Business Code900099BusinessCode
Total Revenue Column145862TotalRevenueColumn
Related Or Exempt Function Income145862RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue145862TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column66184199TotalRevenueColumn
Related Or Exempt Function Income33955384RelatedOrExemptFunctionIncome
Unrelated Business Revenue26250UnrelatedBusinessRevenue
Exclusion$1,251,911ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total16832183Total
Program Services16832183ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total3112396Total
Program Services1984605ProgramServices
Management And General1127791ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total15097332Total
Program Services12394761ProgramServices
Management And General2192443ManagementAndGeneral
Fundraising510128Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total754800Total
Program Services608770ProgramServices
Management And General124113ManagementAndGeneral
Fundraising21917Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total1729214Total
Program Services1394666ProgramServices
Management And General284337ManagementAndGeneral
Fundraising50211Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total1136026Total
Program Services916242ProgramServices
Management And General186798ManagementAndGeneral
Fundraising32986Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total706481Total
Program Services585258ProgramServices
Management And General114673ManagementAndGeneral
Fundraising6550Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total607386Total
Program Services503166ProgramServices
Management And General98589ManagementAndGeneral
Fundraising5631Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total26851Total
Management And General26851ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total7302661Total
Program Services6536129ProgramServices
Management And General693380ManagementAndGeneral
Fundraising73152Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total1672945Total
Program Services1385888ProgramServices
Management And General271546ManagementAndGeneral
Fundraising15511Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total1538681Total
Program Services1166374ProgramServices
Management And General298468ManagementAndGeneral
Fundraising73839Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total1483411Total
Program Services948435ProgramServices
Management And General512351ManagementAndGeneral
Fundraising22625Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total1707475Total
Program Services1586929ProgramServices
Management And General98434ManagementAndGeneral
Fundraising22112Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total1879321Total
Program Services1746642ProgramServices
Management And General108341ManagementAndGeneral
Fundraising24338Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total841451Total
Program Services666572ProgramServices
Management And General154392ManagementAndGeneral
Fundraising20487Fundraising

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionSubscriptionsDescription
Total369067Total
Program Services220128ProgramServices
Management And General143748ManagementAndGeneral
Fundraising5191Fundraising

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total274028Total
Program Services139755ProgramServices
Management And General129115ManagementAndGeneral
Fundraising5158Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total57071709Total
Program Services49616503ProgramServices
Management And General6565370ManagementAndGeneral
Fundraising889836Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY10437818BOY
EOY13187045EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY19056925BOY
EOY9646187EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY27199137BOY
EOY27451752EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY1126300BOY
EOY2139840EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY249726BOY
EOY242288EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis25551842LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec16944351LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY7123520BOY
EOY8607491EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY12075189BOY
EOY4877364EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
EOY250000EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY7214054BOY
EOY42915655EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY84482669BOY
EOY109317622EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY35725274BOY
EOY33133132EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY63357BOY
EOY187027EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY2816726BOY
EOY2731937EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
EOY2940500EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY16054905BOY
EOY48098272EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY54660262BOY
EOY87090868EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY11239980BOY
EOY7521592EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY18216523BOY
EOY14705162EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY365904BOY
EOY0EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY29822407BOY
EOY22226754EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY84482669BOY
EOY109317622EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years10241430CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years27722124CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years4954052CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year30814255CurrentTaxYearMinus1Year
Current Tax Year30950654CurrentTaxYear
Total104682515Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years10241430CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years27722124CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years4954052CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year30814255CurrentTaxYearMinus1Year
Current Tax Year30950654CurrentTaxYear
Total104682515Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total18711078AmountsSubstContributorsTotal
Public Support Total17085971437PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1057715CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1107562CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2119889CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2211972CurrentTaxYearMinus1Year
Current Tax Year1973216CurrentTaxYear
Total8470354Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years69105CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years139574CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years45516CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year33985CurrentTaxYearMinus1Year
Total288180Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years118418CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years218959CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years278318CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year221042CurrentTaxYearMinus1Year
Current Tax Year168306CurrentTaxYear
Total1005043Total
FieldValueIRS element (for citing)
Total Support114446092TotalSupport
Gross Receipts From Admissions Etc156492835GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.75120PublicSupportPertcentage170
Public Support Pertcent Prior Year0.88670PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals48000FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals48000FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals57610994FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals57658994FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals1000000FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals250000FilingOrganizationsTotals

Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus31000000CurrentYearMinus3
Current Year Minus21000000CurrentYearMinus2
Current Year Minus11000000CurrentYearMinus1
Current Year1000000CurrentYear
Total4000000Total
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

FieldValueIRS element (for citing)
Current Year Minus348675CurrentYearMinus3
Current Year Minus2400000CurrentYearMinus2
Current Year Minus1400000CurrentYearMinus1
Current Year48000CurrentYear
Total896675Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus3250000CurrentYearMinus3
Current Year Minus2250000CurrentYearMinus2
Current Year Minus1250000CurrentYearMinus1
Current Year250000CurrentYear
Total1000000Total
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmount

Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures

FieldValueIRS element (for citing)
Current Year Minus3675CurrentYearMinus3
Current Year Minus20CurrentYearMinus2
Current Year Minus10CurrentYearMinus1
Current Year0CurrentYear
Total675Total

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance365904BeginningOfYearBalance
Contributions32621Contributions
Investment Earnings Or Losses10000InvestmentEarningsOrLosses
End Of Year Balance408525EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance1.00000BoardDesignatedEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis2102080OtherCostOrOtherBasis
Book Value2102080BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis12995019OtherCostOrOtherBasis
Depreciation8908919Depreciation
Book Value4086100BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis2123893OtherCostOrOtherBasis
Depreciation1146531Depreciation
Book Value977362BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis7079034OtherCostOrOtherBasis
Depreciation6517224Depreciation
Book Value561810BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis1251816OtherCostOrOtherBasis
Depreciation371677Depreciation
Book Value880139BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings8607491TotalOfBookValueLandBuildings

Other Assets OtherAssets (3 entries)

DescriptionDescriptionBook ValueBookValue
Pooled Income Fund and Charitable Gift Annuity1648088
Custodial Funds40981430
Deferred compensation286137
FieldValueIRS element (for citing)
Total Book Value Other Assets42915655TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (11 entries)

DescriptionDescriptionAmountAmount
Post retirement benefits$2,397,394
Accrued pension$10,120,098
Custodial liabilities/planned gifts$1,648,088
Custodial funds$31,818,428
Deferred rent$404,922
Other noncurrent liabilities$452,806
pension benefits$1,000,000
deferred compensation plan liabilities$128,343
interco payable$86,767
scholarship fund$25,295
employee goodwill fund$16,131
FieldValueIRS element (for citing)
Total Of Amounts48098272TotalOfAmounts
Total Revenue66184199TotalRevenue
Total Expenses57071709TotalExpenses
Excess Or Deficit For Year9112490ExcessOrDeficitForYear
Other-$16,708,143OtherAmount
Total Adjustments-16708143TotalAdjustments
Excess Or Deficit Per FS-7595653ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt66211050TotRevenueEtcAuditedFinclStmt
Donated Srvc And Use Of Facilities26851DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F99026851RevenueNotRptdF990
Revenue Subtotal66184199RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99066184199TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt73807244TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities26851DonatedServicesUseOfFacilities
Other Expenses Included16708684OtherExpensesIncluded
Expenses Not Rptd F99016735535ExpensesNotRptdF990
Expenses Subtotal57071709ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form99057071709TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierExplanationExplanation
Part XI, Line 8 - Other Adjustments:UWA assumption of eWay debt: -3471500. UWA assumption of eWay accrued pension: -828293. Adjust UWA's Truist investment to market: -7356370. UWA funding per Asset Purchase Agreement: -375250. Pension-related changes other than net periodic pension cost: -4677271. Financial statment adj: 541.
Part XIII, Line 2d - Other Adjustments:UWA ASSUMPTION OF EWAY DEBT: 3471500. UWA ASSUMPTION OF EWAY ACCRUED PENSION: 828293. ADJUST UWA'S TRUIST INVESTMENT TO MARKET: 7356370. UWA FUNDING PER ASSET PURCHASE AGREEMENT: 375250. PENSION-RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST: 4677271.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained1GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpenditures
Europe00GrantmakingGrants165439
East Asia00GrantmakingGrants24110
South America00GrantmakingGrants20830
Central America00GrantmakingGrants10490
FieldValueIRS element (for citing)
Total Amount Spent220869TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS

FieldValueIRS element (for citing)
RegionEuropeRegion
Purpose Of GrantEstablish UW FrancePurposeOfGrant
Amount Of Cash Grant155599AmountOfCashGrant
Manner Of Cash DisbursementWire TransferMannerOfCashDisbursement

Form990 Schedule F Part IV Form990ScheduleFPartIV

FieldValueIRS element (for citing)
IdentifierProcedure for Monitoring Grants Outside the U.S.:Identifier
ExplanationSchedule F, Part I, Line 2: Grantees are required to submit a narrative proposal and budget about the project for which funding is being requested, in order to be considered for funding. When funds are awarded, the grantee is required to sign a binding contract which establishes the purpose of the funding and required the submission of an interim and final financial report, along with the narrative reports, detailing the actual expenses and describing the actual usage of the awarded funds. The financial reports must be signed by authorized finance personnel of the grantee organization. These reports are reviewed by the designated UWA manager overseeing the project(s), and then compared to the original proposal submitted when the funding was requested.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (205 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
United Ways of Alabama
532 South Perry StMontgomeryAL36104630330778501(c)392250Hurricane Response & Recovery
United Ways of Alabama
532 South Perry StMontgomeryAL36104630330778501(c)328175Hurricane Response & Recovery
United Way of Anchoraage
701 W 8th Avenue 230AnchorageAK995013469920027948501(c)345500D Duke-Child Abuse Prevent SB6
Valley of the Sun United Way
PO Box 10748PhoenixAZ850640748860104419501(c)315000EITC - Expansion Project
Valley of the Sun United Way
PO Box 10748PhoenixAZ850640748860104419501(c)312500EITC - Expansion Project
Valley of the Sun United Way
PO Box 10748PhoenixAZ850640748860104419501(c)32000JC Penney Afterschool Fund
Valley of the Sun United Way
PO Box 10748PhoenixAZ850640748860104419501(c)32000JC Penney Afterschool Fund
Valley of the Sun United Way
PO Box 10748PhoenixAZ850640748860104419501(c)347000After School Prgm 08-09 JCPASF
United Way of Tucson and Southern Arizona
PO Box 86750TucsonAZ857546750860098932501(c)315000EITC - Expansion Project
United Way of Tucson and Southern Arizona
PO Box 86750TucsonAZ857546750860098932501(c)312500EITC - Expansion Project
United Way of Tucson and Southern Arizona
PO Box 86750TucsonAZ857546750860098932501(c)3700Family,Friend & Neighbor-Casey
United Way of the Navajo Nation
PO Box 309Window RockAZ865150309942819114501(c)320000EITC - Expansion Project
United Way of the Navajo Nation
PO Box 309Window RockAZ865150309942819114501(c)315000EITC - Expansion Project
United Way of Fresno County
4949 East Kings Canyon RdFresnoCA937273812941156514501(c)315000EITC - Expansion Project
United Way of Fresno
4949 East Kings Canyon RdFresnoCA937273812941156514501(c)312500EITC - Expansion Project
United Way of Greater Los Angeles
523 W 6th StreetLos AngelesCA900141217952274801501(c)315000EITC - Expansion Project
5160United Way Inc
523 W 6th StreetLos AngelesCA900141217952274801501(c)315000EITC - Expansion Project
5160United Way Inc
523 W 6th StreetLos AngelesCA900141217952274801501(c)32000JC Penney Afterschool Fund
5160United Way Inc
523 W 6th StreetLos AngelesCA900141217952274801501(c)32000JC Penney Afterschool Fund
5160United Way Inc
523 W 6th StreetLos AngelesCA900141217952274801501(c)347000After School Prgm 08-09 JCPASF
United Way of the Inland Valleys
6215 River Crest Dr Suite BRiversideCA925070703951742174501(c)315000EITC - Expansion Project
5360United Way of the Inl
6215 River Crest Dr Suite BRiversideCA925070703951742174501(c)312500EITC - Expansion Project
United Way of the California Capital Region
8912 Volunteer Lane Suite 200SacramentoCA958263221941225382501(c)315000EITC - Expansion Project
United Way of San Diego County
4699 Murphy Canyon RoadSan DiegoCA92123952213995501(c)315000EITC - Expansion Project
United Way of San Diego County
4699 Murphy Canyon RoadSan DiegoCA92123952213995501(c)315000EITC - Expansion Project
United Way of the Bay Area
221 Main Street Suite 300San FranciscoCA94105941312348501(c)315000EITC - Expansion Project
United Way of the Bay Area
221 Main Street Suite 300San FranciscoCA94105941312348501(c)315000EITC - Expansion Project
United Way of the Bay Area
221 Main Street Suite 300San FranciscoCA94105941312348501(c)32000JC Penney Afterschool Fund
United Way of the Bay Area
221 Main Street Suite 300San FranciscoCA94105941312348501(c)32000JC Penney Afterschool Fund
United Way of the Bay Area
221 Main Street Suite 300San FranciscoCA94105941312348501(c)347000After School Prgm 08-09 JCPASF
Orange County United Way
18012 Mitchell Avenue SouthIrvineCA926146008330047994501(c)315000EITC - Expansion Project
Orange County United Way
18012 Mitchell Avenue SouthIrvineCA926146008330047994501(c)312500EITC - Expansion Project
United Way of San Joaquin County
PO Box 1585StocktonCA952013085941279805501(c)315000EITC - Expansion Project
5475United Way of San Joa
PO Box 1585StocktonCA952013085941279805501(c)312500EITC - Expansion Project
United Way of Ventura County
1317 Del Norte Rd Suite 100CamarilloCA930108483951945833501(c)315000EITC - Expansion Project
5495United Way of Ventura
1317 Del Norte Rd Suite 100CamarilloCA930108483951945833501(c)310000EITC - Expansion Project
Mile High United Way
2505 18th StDenverCO802113907840404235501(c)35000Success By 6 - Buffett
Mile High United Way
2505 18th StDenverCO802113907840404235501(c)37500SB6 Buffett - Year IV
Mile High United Way
2505 18th StDenverCO802113907840404235501(c)32000JC Penney Afterschool Fund
Mile High United Way
2505 18th StDenverCO802113907840404235501(c)32000JC Penney Afterschool Fund
Mile High United Way
2505 18th StDenverCO802113907840404235501(c)347000After School Prgm 08-09 JCPASF
United Way of Central and Northeastern Connecticut
30 Laurel StreetHartfordCT061061374060646653501(c)315000EITC - Expansion Project
United Way of Central and Northeastern Connecticut
30 Laurel StreetHartfordCT061061374060646653501(c)312500EITC - Expansion Project
United Way of Delaware Inc
625 N Orange StWilmingtonDE198012296510073399501(c)315000EITC - Expansion Project
United Way of Delaware Inc
625 N Orange StWilmingtonDE198012296510073399501(c)312500EITC - Expansion Project
United Way of the National Capital Area
1725 I Street NW Suite 200WashingtonDC20006530234290501(c)320000EITC - Expansion Project
United Way of the National Capital Area
8391 Old Courthouse Rd Suite 200ViennaVA22182530234290501(c)312500EITC - Expansion Project
11000United Way of Florida
307B E 7th AveTallahasseeFL323035520592104175501(c)310000Success By 6 - Buffett
11000United Way of Florida
307B E 7th AveTallahasseeFL323035520592104175501(c)36500SB6 Buffett - Year IV
United Way of Northeast Florida Inc
PO Box 41428JacksonvilleFL322031428590637825501(c)315000EITC - Expansion Project
United Way of Northeast Florida Inc
PO Box 41428JacksonvilleFL322031428590637825501(c)312500EITC - Expansion Project
United Way of Miami-Dade
3250 SW Third AvenueMiamiFL331292712590830840501(c)315000EITC - Expansion Project
United Way of Miami-Dade
3250 SW Third AvenueMiamiFL331292712590830840501(c)32000JC Penney Afterschool Fund
United Way of Miami-Dade
3250 SW Third AvenueMiamiFL331292712590830840501(c)32000JC Penney Afterschool Fund
United Way of Miami-Dade
3250 SW Third AvenueMiamiFL331292712590830840501(c)347000After School Prgm 08-09 JCPASF
United Way of Tampa Bay Inc
5201 W Kennedy Blvd Suite 600TampaFL336091820593725701501(c)310000EITC - Expansion Project
United Way of Palm Beach County
2600 Quantum BoulevardBoynton BeachFL33426590683258501(c)315000EITC - Expansion Project
United Way of Palm Beach County
2600 Quantum BoulevardBoynton BeachFL33426590683258501(c)312500EITC - Expansion Project
United Way of Palm Beach County
2600 Quantum BoulevardBoynton BeachFL33426590683258501(c)31240Global Strategies
United Way of Metropolitan Atlanta
100 Edgewood Ave NEAtlantaGA303033026580566194501(c)315000EITC - Expansion Project
United Way of Metropolitan Atlanta
100 Edgewood Ave NEAtlantaGA303033026580566194501(c)320000EITC - Expansion Project
United Way of Metropolitan Atlanta
100 Edgewood Ave NEAtlantaGA303033026580566194501(c)355000D Duke-Child Abuse Prevent SB6
United Way of Metropolitan Chicago
560 West Lake StreetChicagoIL60661300200478501(c)330000EITC - Expansion Project
United Way of Metropolitan Chicago
560 West Lake StreetChicagoIL60661300200478501(c)323997EITC - Expansion Project
United Way of Metropolitan Chicago
560 West Lake StreetChicagoIL60661300200478501(c)312500EITC - Expansion Project
United Way of Metropolitan Chicago
560 West Lake StreetChicagoIL60661300200478501(c)32000JC Penney Afterschool Fund
United Way of Metropolitan Chicago
560 West Lake StreetChicagoIL60661300200478501(c)32000JC Penney Afterschool Fund
United Way of Metropolitan Chicago
560 West Lake StreetChicagoIL60661300200478501(c)347000After School Prgm 08-09 JCPASF
United Way of Johnson County
PO Box 153FranklinIN461310153351082600501(c)3200002008 Midwest Floods-Expense
United Way of the Wabash Valley Inc
PO Box 3094Terre HauteIN478030094351008531501(c)3127202008 Midwest Floods-Expense
Cedar Valley United Way
425 Cedar Street Suite 300WaterlooIA50701420801846501(c)3200002008 Midwest Floods-Expense
BurlingtonW Burlington Area United Way
218 North 3rd St Suite 217BurlingtonIA526015320420680362501(c)3200002008 Midwest Floods-Expense
United Way of East Central Iowa
1030 5th Ave SE Suite 100Cedar RapidsIA524032479420861239501(c)3200002008 Midwest Floods-Expense
United Way of Central Iowa
1111 Ninth St Suite 100Des MoinesIA503142527420680425501(c)310000Campus & Young Adult Engagemnt
United Way of Central Iowa
1111 Ninth St Suite 100Des MoinesIA503142527420680425501(c)3516Family,Friend & Neighbor-Casey
United Way of Johnson County Inc
1150 5th Street Suite 290CoravilleIA522412933426062055501(c)310000Campus & Young Adult Engagemnt
Waverly-Shell Rock Area United Way Inc
PO Box 271WaverlyIA506770271421098807501(c)3200002008 Midwest Floods-Expense
United Way of Greater Topeka
PO Box 4188TopekaKS666040188480561978501(c)35000Success By 6 - Buffett
United Way of Greater Topeka
PO Box 4188TopekaKS666040188480561978501(c)34730SB6 Buffett - Year IV
United Way of Southwest Louisiana Inc
715 Ryan St Suite 102Lake CharlesLA706014242720456901501(c)359600Alternative Spring Break
United Way of Southwest Louisiana Inc
715 Ryan St Suite 102Lake CharlesLA706014242720456901501(c)353507Campus & Young Adult Engagemnt
United Way of Southwest Louisiana Inc
715 Ryan St Suite 102Lake CharlesLA706014242720456901501(c)3700Family,Friend & Neighbor-Casey
United Way for the Greater New Orleans Area
2515 Canal StreetNew OrleansLA701196435720471369501(c)3144635Hurricane Response & Recovery
United Way for the Greater New Orleans Area
2515 Canal StreetNew OrleansLA701196435720471369501(c)32000JC Penney Afterschool Fund
United Way for the Greater New Orleans Area
2515 Canal StreetNew OrleansLA701196435720471369501(c)32000JC Penney Afterschool Fund
United Way for the Greater New Orleans Area
2515 Canal StreetNew OrleansLA701196435720471369501(c)347000After School Prgm 08-09 JCPASF
United Way of Central Maryland
PO Box 1576BaltimoreMD212031576520591543501(c)315000EITC - Expansion Project
United Way of Central Maryland
PO Box 1576BaltimoreMD212031576520591543501(c)312500EITC - Expansion Project
United Way of Central Maryland
PO Box 1576BaltimoreMD212031576520591543501(c)32000JC Penney Afterschool Fund
United Way of Central Maryland
PO Box 1576BaltimoreMD212031576520591543501(c)32000JC Penney Afterschool Fund
United Way of Central Maryland
PO Box 1576BaltimoreMD212031576520591543501(c)347000After School Prgm 08-09 JCPASF
United Way of Massachusetts Bay and Merrimack Valley
51 Sleeper StreetBostonMA02210042382233501(c)320000EITC - Expansion Project
United Way of Massachusetts Bay and Merrimack Valley
51 Sleeper StreetBostonMA02210042382233501(c)312500EITC - Expansion Project
United Way for Southeastern Michigan
1212 Griswold StDetroitMI482261899203099071501(c)312700Alternative Spring Break
United Way for Southeastern Michigan
1212 Griswold StDetroitMI482261899203099071501(c)36641Campus & Young Adult Engagemnt
United Way for Southeastern Michigan
1212 Griswold StDetroitMI482261899203099071501(c)315000EITC - Expansion Project
United Way for Southeastern Michigan
1212 Griswold StDetroitMI482261899203099071501(c)312500EITC - Expansion Project
United Way for Southeastern Michigan
1212 Griswold StDetroitMI482261899203099071501(c)32000JC Penney Afterschool Fund
United Way for Southeastern Michigan
1212 Griswold StDetroitMI482261899203099071501(c)32000JC Penney Afterschool Fund
United Way for Southeastern Michigan
1212 Griswold StDetroitMI482261899203099071501(c)347000After School Prgm 08-09 JCPASF
United Way of Southwest Michigan
PO Box 807Benton HarborMI490230807381358411501(c)311009Alliance for Youth
United Way of South Mississippi Inc
PO Box 2128GulfportMS395052128640826356501(c)319440Alternative Spring Break
United Way of South Mississippi Inc
PO Box 2128GulfportMS395052128640826356501(c)333830Campus & Young Adult Engagemnt
United Way of Southeast Mississippi Inc
PO Box 1648HattiesburgMS394031648640410475501(c)3150000Hurricane Response & Recovery
United Way of the Mark Twain Area
PO Box 81HannibalMO634010081430716604501(c)3200002008 Midwest Floods-Expense
United Way of Greater Kansas City
1080 Washington StKansas CityMO641052216440545812501(c)315000EITC - Expansion Project
United Way of Greater Kansas City
1080 Washington StKansas CityMO641052216440545812501(c)312500EITC - Expansion Project
United Way of Greater Kansas City
1080 Washington StKansas CityMO641052216440545812501(c)320000Ready by 21-Achieve Potential
United Way of Greater Kansas City
1080 Washington StKansas CityMO641052216440545812501(c)32000JC Penney Afterschool Fund
United Way of Greater Kansas City
1080 Washington StKansas CityMO641052216440545812501(c)32000JC Penney Afterschool Fund
United Way of Greater Kansas City
1080 Washington StKansas CityMO641052216440545812501(c)347000After School Prgm 08-09 JCPASF
United Way of Greater St Louis Inc
910 North 11th StreetSaint LouisMO63101430714167501(c)312500EITC - Expansion Project
United Way of Greater St Louis Inc
910 North 11th StreetSaint LouisMO63101430714167501(c)3200002008 Midwest Floods-Expense
United Way of Greater St Louis
910 North 11th StreetSaint LouisMO63101430714167501(c)315000EITC - Expansion Project
United Way of the Ozarks
320 N JeffersonSpringfieldMO658061109440552047501(c)312500EITC - Expansion Project
United Way of the Ozarks
320 N JeffersonSpringfieldMO658061109440552047501(c)315000EITC - Expansion Project
United Way of Southern Nevada
1660 East Flamingo RoadLas VegasNV891195254880071328501(c)315000EITC - Expansion Project
United Way of Southern Nevada
1660 East Flamingo RoadLas VegasNV891195254880071328501(c)312500EITC - Expansion Project
United Way of Morris County
PO Box 1948MorristownNJ079621948221487247501(c)312500EITC - Expansion Project
United Way of New York State
155 Washington AveAlbanyNY122102329141705108501(c)330000EITC - Expansion Project
34000United Way of New Yor
155 Washington AveAlbanyNY122102329141705108501(c)330000EITC - Expansion Project
34000United Way of New Yor
155 Washington AveAlbanyNY122102329141705108501(c)314000SB6 Buffett - Year IV
34370United Way of New Yor
2 Park Avenue 2nd FloorNew YorkNY100165605132617681501(c)315000EITC - Expansion Project
United Way of New York City
2 Park AvenueNew YorkNY100161501132617681501(c)312500EITC - Expansion Project
34375United Way of New Yor
2 Park AvenueNew YorkNY100161501132617681501(c)32000JC Penney Afterschool Fund
34370United Way of New Yor
2 Park Avenue 2nd FloorNew YorkNY100165605132617681501(c)32000JC Penney Afterschool Fund
34370United Way of New Yor
2 Park Avenue 2nd FloorNew YorkNY100165605132617681501(c)347000After School Prgm 08-09 JCPASF
United Way of Central Carolinas Inc
PO Box 601942CharlotteNC282601942560529948501(c)315000EITC - Expansion Project
United Way of Central Carolinas Inc
PO Box 601942CharlotteNC282601942560529948501(c)312500EITC - Expansion Project
United Way of Greater High Point Inc
201 Church AveHigh PointNC272624805560547486501(c)349500D Duke-Child Abuse Prevent SB6
United Way of Central Oklahoma Inc
1315 N Broadway PlaceOklahoma CityOK731010837730589829501(c)32000JC Penney Afterschool Fund
United Way of Central Oklahoma Inc
1315 N Broadway PlaceOklahoma CityOK731010837730589829501(c)32000JC Penney Afterschool Fund
United Way of Central Oklahoma Inc
1315 N Broadway PlaceOklahoma CityOK731010837730589829501(c)347000After School Prgm 08-09 JCPASF
United Way of the Columbia-Willamette
619 SW 11th Ave Suite 300PortlandOR972052646930582124501(c)315000EITC - Expansion Project
United Way of the Columbia-Willamette
619 SW 11th Ave Suite 300PortlandOR972052646930582124501(c)312500EITC - Expansion Project
United Way of the Columbia-Willamette
619 SW 11th Ave Suite 300PortlandOR972052646930582124501(c)32000JC Penney Afterschool Fund
United Way of the Columbia-Willamette
619 SW 11th Ave Suite 300PortlandOR972052646930582124501(c)32000JC Penney Afterschool Fund
United Way of the Columbia-Willamette
619 SW 11th Ave Suite 300PortlandOR972052646930582124501(c)347000After School Prgm 08-09 JCPASF
United Way of Southeastern Pennsylvania
7 Benjamin Franklin PkwyPhiladelphiaPA191031208231556045501(c)315000EITC - Expansion Project
United Way of Southeastern Pennsylvania
7 Benjamin Franklin PkwyPhiladelphiaPA191031208231556045501(c)312500EITC - Expansion Project
United Way of Southeastern Pennsylvania
7 Benjamin Franklin PkwyPhiladelphiaPA191031208231556045501(c)32000JC Penney Afterschool Fund
United Way of Southeastern Pennsylvania
7 Benjamin Franklin PkwyPhiladelphiaPA191031208231556045501(c)347000After School Prgm 08-09 JCPASF
United Way of the Midlands
PO Box 152ColumbiaSC292020152570314396501(c)315000EITC - Expansion Project
United Way of the Midlands
PO Box 152ColumbiaSC292020152570314396501(c)312500EITC - Expansion Project
United Way of Metropolitan Nashville
PO Box 280420NashvilleTN372280420620533104501(c)315000EITC - Expansion Project
United Way of Metropolitan Nashville
PO Box 280420NashvilleTN372280420620533104501(c)312500EITC - Expansion Project
The United Ways of Texas
1122 Colorado Suite 102AustinTX78701741618608501(c)330000EITC - Expansion Project
The United Ways of Texas
1122 Colorado Suite 102AustinTX78701741618608501(c)330000EITC - Expansion Project
The United Ways of Texas
1122 Colorado Suite 102AustinTX78701741618608501(c)3719852008 Hurricane Recovery Fund
United Way Capital Area
2000 E MLK Jr BlvdAustinTX78702741193439501(c)315000EITC - Expansion Project
United Way Capital Area
2000 E MLK Jr BlvdAustinTX78702741193439501(c)312500EITC - Expansion Project
United Way of Southern Cameron County
PO Box 511BrownsvilleTX785220511741241385501(c)315000EITC - Expansion Project
United Way of Southern Cameron County
PO Box 511BrownsvilleTX785220511741241385501(c)312500EITC - Expansion Project
United Way of Southern Cameron County
PO Box 511BrownsvilleTX785220511741241385501(c)342000D Duke-Child Abuse Prevent SB6
United Way of Metropolitan Dallas Inc
1800 N LamarDallasTX75202756005352501(c)35000EITC - Expansion Project
United Way of Metropolitan Dallas Inc
1800 N LamarDallasTX75202756005352501(c)32000JC Penney Afterschool Fund
United Way of Metropolitan Dallas Inc
1800 N LamarDallasTX75202756005352501(c)32000JC Penney Afterschool Fund
United Way of Metropolitan Dallas Inc
1800 N LamarDallasTX75202756005352501(c)347000After School Prgm 08-09 JCPASF
United Way of El Paso County
PO Box 3488El PasoTX79923741291051501(c)315000EITC - Expansion Project
United Way of El Paso County
PO Box 3488El PasoTX79923741291051501(c)312500EITC - Expansion Project
United Way of El Paso County
PO Box 3488El PasoTX79923741291051501(c)32000JC Penney Afterschool Fund
United Way of El Paso County
PO Box 3488El PasoTX79923741291051501(c)32000JC Penney Afterschool Fund
United Way of El Paso County
PO Box 3488El PasoTX79923741291051501(c)347000After School Prgm 08-09 JCPASF
United Way of Metropolitan Tarrant County
PO Box 4448Fort WorthTX761640448750858360501(c)3200000Hurricane Response & Recovery
United Way of Greater Houston
PO Box 3247HoustonTX772533247741167964501(c)315000EITC - Expansion Project
United Way of Greater Houston
PO Box 3247HoustonTX772533247741167964501(c)312500EITC - Expansion Project
United Way of Greater Houston
PO Box 3247HoustonTX772533247741167964501(c)32000JC Penney Afterschool Fund
United Way of Greater Houston
PO Box 3247HoustonTX772533247741167964501(c)32000JC Penney Afterschool Fund
United Way of Greater Houston
PO Box 3247HoustonTX772533247741167964501(c)347000After School Prgm 08-09 JCPASF
United Way of San Antonio and Bexar County
PO Box 898San AntonioTX782930898741272381501(c)315000EITC - Expansion Project
United Way of San Antonio and Bexar County
PO Box 898San AntonioTX782930898741272381501(c)315000EITC - Expansion Project
United Way of San Antonio and Bexar County
PO Box 898San AntonioTX782930898741272381501(c)353000D Duke-Child Abuse Prevent SB6
United Way of San Antonio and Bexar County
PO Box 898San AntonioTX782930898741272381501(c)3700Family,Friend & Neighbor-Casey
United Way of South Hampton Roads
PO Box 41069NorfolkVA235411069540506322501(c)312500EITC - Expansion Project
United Way of South Hampton Roads
6477 College Park Square 212Virginia BeachVA23464540506322501(c)315000EITC - Expansion Project
United Way of Greater Richmond & Petersburg
2001 Maywill StreetRichmondVA23230237375346501(c)315000EITC - Expansion Project
United Way of Greater Richmond & Petersburg
2001 Maywill StreetRichmondVA23230237375346501(c)312500EITC - Expansion Project
United Way of Greater Richmond & Petersburg
2001 Maywill StreetRichmondVA23230237375346501(c)320000Ready by 21-Achieve Potential
United Way of Greater Richmond & Petersburg
2001 Maywill StreetRichmondVA23230237375346501(c)310000Success By 6 - Buffett
United Way of Greater Richmond & Petersburg
2001 Maywill StreetRichmondVA23230237375346501(c)37500SB6 Buffett - Year IV
United Way of Greater Richmond & Petersburg
2001 Maywill StreetRichmondVA23230237375346501(c)3700Family,Friend & Neighbor-Casey
United Way of Snohomish County
3120 McDougall Ave Suite 200EverettWA982014433910606507501(c)35000Success By 6 - Buffett
United Way of King County
720 Second AvenueSeattleWA981041702910565555501(c)315000EITC - Expansion Project
United Way of King County
720 Second AvenueSeattleWA981041702910565555501(c)312500EITC - Expansion Project
United Ways of Washington
2150 N 107th St Suite 205SeattleWA981339009911055031501(c)355000D Duke-Child Abuse Prevent SB6
United Ways of Washington
2150 N 107th St Suite 205SeattleWA981339009911055031501(c)315000D Duke-Child Abuse Prevent SB6
United Ways of Washington
2150 N 107th St Suite 205SeattleWA981339009911055031501(c)34000SB6 Buffett - Year IV
United Way of Dane County Inc
PO Box 7548MadisonWI537077548390817532501(c)310000Campus & Young Adult Engagemnt
United Way International
701 N Fairfax StreetAlexandriaVA22314237424837501(c)37392Center for Comm Ldrshp - Admin
United Way International
701 N Fairfax StreetAlexandriaVA22314237424837501(c)330000Global Strategies
Indiana University
550 West North StIndianapolisIN462023612356001673501(c)3362500Center on Philanthropy - Lilly
Indiana University
550 West North StIndianapolisIN462023612356001673501(c)3362500Center on Philanthropy - Lilly
United Way Retirees Association
701 N Fairfax StreetAlexandriaVA22314542026707501(c)325000COO - Admin
Lutheran Disaster Response
PO Box 367Bayou LaBatreAL36509430652650501(c)382500Hurricane Response & Recovery
Catholic Social Services
1220 Aycock StreetHoumaLA70360998222222501(c)3215000Hurricane Response & Recovery
YMCA of Port Arthur
6760 9th avenuePort ArthurTX77642741143027501(c)3216000Hurricane Response & Recovery
YMCA of Greater New Orleans
1215 Prytania St Suite 371New OrleansLA70130720423890501(c)378750Hurricane Response & Recovery
Volunteers of America
4152 Canal StreetNew OrleansLA70119720709750501(c)3125000Hurricane Response & Recovery
Goodwill Easter Seals
2448 Gordon Smith DriveMobileAL36695630363472501(c)314670Hurricane Response & Recovery
American Red Cross
PO Box 4514BiloxiMS39535640466786501(c)392250Hurricane Response & Recovery
American Red Cross
PO Box 4514BiloxiMS39535640466786501(c)328175Hurricane Response & Recovery
Habitat for Humanity International
121 Habitat StreetAtlantaGA317093498911914868501(c)3250000Hurricane Response & Recovery
Turning the Page
1010 Vermont Avenue NW Suite 915WashingtonDC20005522081934501(c)31500Tech Assistance & Training
Hashoo Foundation USA
333 Clay Street Suite 4980HoustonTX77002200748173501(c)3157361Islamabad Marriott Fund
Central Iowa Recovery
2116 Grand AvenueDes MoinesIA50312530196605501(c)3200002008 Midwest Floods-Expense
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants205TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierProcedure for Monitoring Grants in the U.S.:Identifier
Return ReferencePart I, Line 2:ReturnReference
ExplanationSchedule I, Part I, Line 2: Grantees are required to submit a narrative proposal and budget about the project for which funding is being requested, in order to be considered for funding. When funds are awarded, the grantee is required to sign a binding contract which establishes the purpose of the funding and required the submission of an interim and final financial report, along with the narrative reports, detailing the actual expenses and describing the actual usage of the awarded funds. The financial reports must be signed by authorized finance personnel of the grantee organization. These reports are reviewed by the designated UWA manager overseeing the project(s), and then compared to the original proposal submitted when the funding was requested.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgBonus Filing OrgBonusFilingOrgOther Compensation Filing OrgOtherCompensationFilingOrgDeferred Comp Filing OrgDeferredCompFilingOrgNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgTotal Compensation Filing OrgTotalCompensationFilingOrg
Brian A Gallagher
4159708000048679818348360241037140
Joseph V Haggerty
26900347644301561002137076393900
Usha Chaudhary
209049333463682023396302611
Patricia Turner
1463141912416465181903
Deborah Foster
225286304051430941124139970449996
Cynthia Round
2293923210327544313917996310174
Phillip Manville
16279431288329047418653245713
Alexander Sanchez
172323190302986524888246106
Matthew DeCamara
1566144553021562223706

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
Return ReferencePart I, Line 1aReturnReference
Explanationa housing allowance is provided to Brian A. Gallagher, President/CEO, and is included in his taxable compensation.Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonPeggy ConlonNamePerson
FieldValueIRS element (for citing)
Relationshipbusiness relationshipRelationship
Amount Of Transaction1AmountOfTransaction
Description Of TransactionA noncompensated member of the Board of Trustees also serves as President/CEO of the Ad Council. The Ad Council has provided contract services and has performed pro bono work for United Way of America during the yearDescriptionOfTransaction
Sharing Of Revenues0SharingOfRevenues

Schedule M IRS990ScheduleM

Other Non Cash Contributions Table OtherNonCashContributionsTable

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Descriptionsoftware suppliesDescription
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F99026851NoncashContribsRptdF990
Method Of Determining RevenuesDonor costMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (10 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Form 990, Part III, line 4dOther Program ServicesInvestor Relations Campaign and Public Relations Public Policy Enterprise Services Expenses $ 21261803. including grants of $ 10896079. Revenue $ 427857.
Form 990, Part VI, Section A, line 6The organization has members.
Form 990, Part VI, Section A, line 7aNominees to the Board of Trustees must be approved by the membership, by a majority vote.
Form 990, Part VI, Section A, line 7bMembers must also approve any amendments to the bylaws of the organization or any extraordinary business event such as a merger or sale of substantially all of the corporate assets.
Form 990, Part VI, Section A, line 10Form 990 was approved by the audit committee and sent to all board members.
Form 990, Part VI, Section B, line 12cThe conflict of interest policy is included in the organization's code of ethics and enforced by the ethics officer.
Form 990, Part VI, Section B, line 15See attached Supplemental Information - United Way of America Fiscal Year 2008 Compensation Committee Report
Form 990, Part VI, Section C, line 19Form 990, Part VI, Section C, Line 19: Governing documents: UWA website Conflict of interest policy: upon request Financial statements: UWA website
Form, 990, Part XI, Line 2Oversight of auditThere was no change in the process of oversight of the audit during the year.
Amended ReturnReturn being updated for changes to final Financial statementsThe parts of the 990 being amended due to changes in the final financial statements are Parts VIII, IX, X, Sch D VI, Sch D XI, Sch D XII, Sch D, XIII, and Sch D XIV.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1United eWayBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1701 North Fairfax StreetAddressLine1
CityalexandriaCity
StateVAState
ZIP Code22314ZIPCode
FieldValueIRS element (for citing)
EIN541463201EIN
Primary ActivitiesPledge processing and fund distributionPrimaryActivities
Legal Domicile StateVALegalDomicileState
Exempt Code Section501(c)(3)ExemptCodeSection
Public Charity Status509(a)(3)PublicCharityStatus

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1SalesService America Inc (United Way Store)BusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1701 N Fairfax StAddressLine1
CityAlexandriaCity
StateVAState
ZIP Code22314ZIPCode
FieldValueIRS element (for citing)
EIN621436182EIN
Primary Activitysales fulfilment servicesPrimaryActivity
Legal Domicile StateVALegalDomicileState
Type Of EntityCTypeOfEntity
Share Of Total Income1919128ShareOfTotalIncome
Share Of EOY Assets2706401ShareOfEOYAssets
Percentage Ownership1.00000PercentageOwnership
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties1ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org1LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org1SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1SalesService America Inc (United Way Store)BusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeATransactionType
Amount Involved413900AmountInvolved