2011-01-10T09:44:41-06:00 2008-12-31 BDO USA LLP 7101 Wisconsin Ave Suite 800 Bethesda MD 208144827 990 2008-01-01 131635294 United Way Worldwide formerly United Way of America UNIT 7038367100 701 North Fairfax Street Alexandria VA 22314 Robert Berdelle 7038367100 2011-01-10 1 Joyce M Underwood CPA 3016544900 2008 2016-02-24 21:20:13Z X Brian A Gallagher 701 North Fairfax Street Alexandria VA 22314 66434169 0 X www.liveunited.org X 1932 NY mobilize millions to give/advocate/volunteer-improving lives by education/income/health. 17 17 304 25 26250 17424 30814255 30950654 32778418 33364437 1117445 602353 1358572 1266755 66068690 66184199 19999716 16832183 0 21603187 21829768 0 889836 18724420 18409758 60327323 57071709 5741367 9112490 84482669 109317622 54660262 87090868 29822407 22226754 United 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. 0 0 12464198 4681636 242559 Community 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. 8578129 262842 Brand 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. 7312373 780236 2652602 Center 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. 21261803 10896079 427857 49616503 1 1 0 1 0 0 0 0 1 1 1 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 1 1 0 125 0 1 304 1 1 1 0 0 0 0 0 0 0 0 0 0 17 17 0 0 0 0 1 1 1 1 1 0 1 0 1 1 1 1 1 1 1 0 AL AR CA CT DC FL GA IL KS KY LA ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X Robert Berdelle 7038367100 701 North Fairfax Street Alexandria VA 22314 William G Parrett 1.00 X X 0 0 0 Rodney E Slater 1.00 X 0 0 0 Arlene Holt Baker 1.00 X X 0 0 0 Phillip N Baldwin 1.00 X X 0 0 0 Karol DeWulf Nickell 1.00 X 0 0 0 David Barnes 1.00 X 0 0 0 Ann Stallard 1.00 X 0 0 0 Arthur P Bellis 1.00 X 0 0 0 David J Bronczek 1.00 X 0 0 0 Joe Browne 1.00 X 0 0 0 George Clooney 1.00 X 0 0 0 Johnnetta B Cole 1.00 X 0 0 0 Peggy Conlon 1.00 X 0 0 0 Antonia Cortese 1.00 X 0 0 0 John J Dooner Jr 1.00 X 0 0 0 Sally Fernandez 1.00 X 0 0 0 The Rt Rev Carol J Ga 1.00 X 0 0 0 J Barry Griswell 1.00 X 0 0 0 Manuel Manny Mirabal 1.00 X 0 0 0 Jeffrey Rechenbach 1.00 X 0 0 0 Roberto E Santa Maria 1.00 X 0 0 0 Joe Solmonese 1.00 X 0 0 0 Carolyn Williams 1.00 X 0 0 0 Raul Yzaguirre 1.00 X 0 0 0 William H Gates 1.00 X 0 0 0 Brian A Gallagher 48.00 X 982768 0 54372 Joseph V Haggerty 48.00 X 346803 0 47097 Usha Chaudhary 56.00 X 279215 0 23396 Patricia Turner 42.00 X 165438 0 16465 Deborah Foster 53.00 X 398785 0 51211 Cynthia Round 57.00 X 289039 0 21135 Phillip Manville 45.00 X 226986 0 18727 Alexander Sanchez 45.00 X 221218 0 24888 Matthew DeCamara 45.00 X 202144 0 21562 3112396 0 278853 43 0 1 0 Ernst & Young LLP 8484 Westpark Drive McLean VA 22102 Audit and Analysis 839761 McCann Erickson Inc 622 Third Avenue New York NY 10017 Advertising Development 509258 LarsonAllen LLP 200 South 6th Street Minneapolis MN 55402 Accounting Support 435008 The Advertising Council 815 2nd Avenue New York NY 10017 Advertising Development 420578 NFL Films One NFL Plaza Mt Laurel NJ 08054 Advertising Development 410867 20 331558 30619096 26851 30950654 dues 900099 29900197 29900197 Course Tuition 900099 2652602 2652602 Professional Fees 900099 419972 419972 Service Income 900099 342403 342403 Conference Fees 900099 49263 49263 33364437 852323 852323 501277 26250 475027 174531 174531 174531 174531 249970 -249970 -249970 -249970 445085 445085 445085 Miscellaneous Revenue 900099 145862 145862 145862 66184199 33955384 26250 1251911 16832183 16832183 3112396 1984605 1127791 15097332 12394761 2192443 510128 754800 608770 124113 21917 1729214 1394666 284337 50211 1136026 916242 186798 32986 706481 585258 114673 6550 607386 503166 98589 5631 26851 26851 7302661 6536129 693380 73152 1672945 1385888 271546 15511 1538681 1166374 298468 73839 1483411 948435 512351 22625 1707475 1586929 98434 22112 1879321 1746642 108341 24338 841451 666572 154392 20487 Subscriptions 369067 220128 143748 5191 274028 139755 129115 5158 57071709 49616503 6565370 889836 10437818 13187045 19056925 9646187 27199137 27451752 1126300 2139840 249726 242288 25551842 16944351 7123520 8607491 12075189 4877364 250000 7214054 42915655 84482669 109317622 35725274 33133132 63357 187027 2816726 2731937 2940500 16054905 48098272 54660262 87090868 X 11239980 7521592 18216523 14705162 365904 0 29822407 22226754 84482669 109317622 X 0 1 1 0 X 10241430 27722124 4954052 30814255 30950654 104682515 10241430 27722124 4954052 30814255 30950654 104682515 18711078 85971437 1057715 1107562 2119889 2211972 1973216 8470354 69105 139574 45516 33985 288180 118418 218959 278318 221042 168306 1005043 114446092 156492835 0.75120 0.88670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48000 48000 57610994 57658994 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 48675 400000 400000 48000 896675 250000 250000 250000 250000 1000000 1500000 675 0 0 0 675 365904 32621 10000 408525 1.00000 0 0 2102080 2102080 12995019 8908919 4086100 2123893 1146531 977362 7079034 6517224 561810 1251816 371677 880139 8607491 Pooled Income Fund and Charitable Gift Annuity 1648088 Custodial Funds 40981430 Deferred compensation 286137 42915655 Post retirement benefits 2397394 Accrued pension 10120098 Custodial liabilities/planned gifts 1648088 Custodial funds 31818428 Deferred rent 404922 Other noncurrent liabilities 452806 pension benefits 1000000 deferred compensation plan liabilities 128343 interco payable 86767 scholarship fund 25295 employee goodwill fund 16131 48098272 66184199 57071709 9112490 -16708143 -16708143 -7595653 66211050 26851 26851 66184199 0 66184199 73807244 26851 16708684 16735535 57071709 0 57071709 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. 1 Europe 0 0 Grantmaking Grants 165439 East Asia 0 0 Grantmaking Grants 24110 South America 0 0 Grantmaking Grants 20830 Central America 0 0 Grantmaking Grants 10490 220869 Europe Establish UW France 155599 Wire Transfer Procedure for Monitoring Grants Outside the U.S.: Schedule 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. 1 United Ways of Alabama 532 South Perry St Montgomery AL 36104 630330778 501(c)3 92250 Hurricane Response & Recovery United Ways of Alabama 532 South Perry St Montgomery AL 36104 630330778 501(c)3 28175 Hurricane Response & Recovery United Way of Anchoraage 701 W 8th Avenue 230 Anchorage AK 995013469 920027948 501(c)3 45500 D Duke-Child Abuse Prevent SB6 Valley of the Sun United Way PO Box 10748 Phoenix AZ 850640748 860104419 501(c)3 15000 EITC - Expansion Project Valley of the Sun United Way PO Box 10748 Phoenix AZ 850640748 860104419 501(c)3 12500 EITC - Expansion Project Valley of the Sun United Way PO Box 10748 Phoenix AZ 850640748 860104419 501(c)3 2000 JC Penney Afterschool Fund Valley of the Sun United Way PO Box 10748 Phoenix AZ 850640748 860104419 501(c)3 2000 JC Penney Afterschool Fund Valley of the Sun United Way PO Box 10748 Phoenix AZ 850640748 860104419 501(c)3 47000 After School Prgm 08-09 JCPASF United Way of Tucson and Southern Arizona PO Box 86750 Tucson AZ 857546750 860098932 501(c)3 15000 EITC - Expansion Project United Way of Tucson and Southern Arizona PO Box 86750 Tucson AZ 857546750 860098932 501(c)3 12500 EITC - Expansion Project United Way of Tucson and Southern Arizona PO Box 86750 Tucson AZ 857546750 860098932 501(c)3 700 Family,Friend & Neighbor-Casey United Way of the Navajo Nation PO Box 309 Window Rock AZ 865150309 942819114 501(c)3 20000 EITC - Expansion Project United Way of the Navajo Nation PO Box 309 Window Rock AZ 865150309 942819114 501(c)3 15000 EITC - Expansion Project United Way of Fresno County 4949 East Kings Canyon Rd Fresno CA 937273812 941156514 501(c)3 15000 EITC - Expansion Project United Way of Fresno 4949 East Kings Canyon Rd Fresno CA 937273812 941156514 501(c)3 12500 EITC - Expansion Project United Way of Greater Los Angeles 523 W 6th Street Los Angeles CA 900141217 952274801 501(c)3 15000 EITC - Expansion Project 5160United Way Inc 523 W 6th Street Los Angeles CA 900141217 952274801 501(c)3 15000 EITC - Expansion Project 5160United Way Inc 523 W 6th Street Los Angeles CA 900141217 952274801 501(c)3 2000 JC Penney Afterschool Fund 5160United Way Inc 523 W 6th Street Los Angeles CA 900141217 952274801 501(c)3 2000 JC Penney Afterschool Fund 5160United Way Inc 523 W 6th Street Los Angeles CA 900141217 952274801 501(c)3 47000 After School Prgm 08-09 JCPASF United Way of the Inland Valleys 6215 River Crest Dr Suite B Riverside CA 925070703 951742174 501(c)3 15000 EITC - Expansion Project 5360United Way of the Inl 6215 River Crest Dr Suite B Riverside CA 925070703 951742174 501(c)3 12500 EITC - Expansion Project United Way of the California Capital Region 8912 Volunteer Lane Suite 200 Sacramento CA 958263221 941225382 501(c)3 15000 EITC - Expansion Project United Way of San Diego County 4699 Murphy Canyon Road San Diego CA 92123 952213995 501(c)3 15000 EITC - Expansion Project United Way of San Diego County 4699 Murphy Canyon Road San Diego CA 92123 952213995 501(c)3 15000 EITC - Expansion Project United Way of the Bay Area 221 Main Street Suite 300 San Francisco CA 94105 941312348 501(c)3 15000 EITC - Expansion Project United Way of the Bay Area 221 Main Street Suite 300 San Francisco CA 94105 941312348 501(c)3 15000 EITC - Expansion Project United Way of the Bay Area 221 Main Street Suite 300 San Francisco CA 94105 941312348 501(c)3 2000 JC Penney Afterschool Fund United Way of the Bay Area 221 Main Street Suite 300 San Francisco CA 94105 941312348 501(c)3 2000 JC Penney Afterschool Fund United Way of the Bay Area 221 Main Street Suite 300 San Francisco CA 94105 941312348 501(c)3 47000 After School Prgm 08-09 JCPASF Orange County United Way 18012 Mitchell Avenue South Irvine CA 926146008 330047994 501(c)3 15000 EITC - Expansion Project Orange County United Way 18012 Mitchell Avenue South Irvine CA 926146008 330047994 501(c)3 12500 EITC - Expansion Project United Way of San Joaquin County PO Box 1585 Stockton CA 952013085 941279805 501(c)3 15000 EITC - Expansion Project 5475United Way of San Joa PO Box 1585 Stockton CA 952013085 941279805 501(c)3 12500 EITC - Expansion Project United Way of Ventura County 1317 Del Norte Rd Suite 100 Camarillo CA 930108483 951945833 501(c)3 15000 EITC - Expansion Project 5495United Way of Ventura 1317 Del Norte Rd Suite 100 Camarillo CA 930108483 951945833 501(c)3 10000 EITC - Expansion Project Mile High United Way 2505 18th St Denver CO 802113907 840404235 501(c)3 5000 Success By 6 - Buffett Mile High United Way 2505 18th St Denver CO 802113907 840404235 501(c)3 7500 SB6 Buffett - Year IV Mile High United Way 2505 18th St Denver CO 802113907 840404235 501(c)3 2000 JC Penney Afterschool Fund Mile High United Way 2505 18th St Denver CO 802113907 840404235 501(c)3 2000 JC Penney Afterschool Fund Mile High United Way 2505 18th St Denver CO 802113907 840404235 501(c)3 47000 After School Prgm 08-09 JCPASF United Way of Central and Northeastern Connecticut 30 Laurel Street Hartford CT 061061374 060646653 501(c)3 15000 EITC - Expansion Project United Way of Central and Northeastern Connecticut 30 Laurel Street Hartford CT 061061374 060646653 501(c)3 12500 EITC - Expansion Project United Way of Delaware Inc 625 N Orange St Wilmington DE 198012296 510073399 501(c)3 15000 EITC - Expansion Project United Way of Delaware Inc 625 N Orange St Wilmington DE 198012296 510073399 501(c)3 12500 EITC - Expansion Project United Way of the National Capital Area 1725 I Street NW Suite 200 Washington DC 20006 530234290 501(c)3 20000 EITC - Expansion Project United Way of the National Capital Area 8391 Old Courthouse Rd Suite 200 Vienna VA 22182 530234290 501(c)3 12500 EITC - Expansion Project 11000United Way of Florida 307B E 7th Ave Tallahassee FL 323035520 592104175 501(c)3 10000 Success By 6 - Buffett 11000United Way of Florida 307B E 7th Ave Tallahassee FL 323035520 592104175 501(c)3 6500 SB6 Buffett - Year IV United Way of Northeast Florida Inc PO Box 41428 Jacksonville FL 322031428 590637825 501(c)3 15000 EITC - Expansion Project United Way of Northeast Florida Inc PO Box 41428 Jacksonville FL 322031428 590637825 501(c)3 12500 EITC - Expansion Project United Way of Miami-Dade 3250 SW Third Avenue Miami FL 331292712 590830840 501(c)3 15000 EITC - Expansion Project United Way of Miami-Dade 3250 SW Third Avenue Miami FL 331292712 590830840 501(c)3 2000 JC Penney Afterschool Fund United Way of Miami-Dade 3250 SW Third Avenue Miami FL 331292712 590830840 501(c)3 2000 JC Penney Afterschool Fund United Way of Miami-Dade 3250 SW Third Avenue Miami FL 331292712 590830840 501(c)3 47000 After School Prgm 08-09 JCPASF United Way of Tampa Bay Inc 5201 W Kennedy Blvd Suite 600 Tampa FL 336091820 593725701 501(c)3 10000 EITC - Expansion Project United Way of Palm Beach County 2600 Quantum Boulevard Boynton Beach FL 33426 590683258 501(c)3 15000 EITC - Expansion Project United Way of Palm Beach County 2600 Quantum Boulevard Boynton Beach FL 33426 590683258 501(c)3 12500 EITC - Expansion Project United Way of Palm Beach County 2600 Quantum Boulevard Boynton Beach FL 33426 590683258 501(c)3 1240 Global Strategies United Way of Metropolitan Atlanta 100 Edgewood Ave NE Atlanta GA 303033026 580566194 501(c)3 15000 EITC - Expansion Project United Way of Metropolitan Atlanta 100 Edgewood Ave NE Atlanta GA 303033026 580566194 501(c)3 20000 EITC - Expansion Project United Way of Metropolitan Atlanta 100 Edgewood Ave NE Atlanta GA 303033026 580566194 501(c)3 55000 D Duke-Child Abuse Prevent SB6 United Way of Metropolitan Chicago 560 West Lake Street Chicago IL 60661 300200478 501(c)3 30000 EITC - Expansion Project United Way of Metropolitan Chicago 560 West Lake Street Chicago IL 60661 300200478 501(c)3 23997 EITC - Expansion Project United Way of Metropolitan Chicago 560 West Lake Street Chicago IL 60661 300200478 501(c)3 12500 EITC - Expansion Project United Way of Metropolitan Chicago 560 West Lake Street Chicago IL 60661 300200478 501(c)3 2000 JC Penney Afterschool Fund United Way of Metropolitan Chicago 560 West Lake Street Chicago IL 60661 300200478 501(c)3 2000 JC Penney Afterschool Fund United Way of Metropolitan Chicago 560 West Lake Street Chicago IL 60661 300200478 501(c)3 47000 After School Prgm 08-09 JCPASF United Way of Johnson County PO Box 153 Franklin IN 461310153 351082600 501(c)3 20000 2008 Midwest Floods-Expense United Way of the Wabash Valley Inc PO Box 3094 Terre Haute IN 478030094 351008531 501(c)3 12720 2008 Midwest Floods-Expense Cedar Valley United Way 425 Cedar Street Suite 300 Waterloo IA 50701 420801846 501(c)3 20000 2008 Midwest Floods-Expense BurlingtonW Burlington Area United Way 218 North 3rd St Suite 217 Burlington IA 526015320 420680362 501(c)3 20000 2008 Midwest Floods-Expense United Way of East Central Iowa 1030 5th Ave SE Suite 100 Cedar Rapids IA 524032479 420861239 501(c)3 20000 2008 Midwest Floods-Expense United Way of Central Iowa 1111 Ninth St Suite 100 Des Moines IA 503142527 420680425 501(c)3 10000 Campus & Young Adult Engagemnt United Way of Central Iowa 1111 Ninth St Suite 100 Des Moines IA 503142527 420680425 501(c)3 516 Family,Friend & Neighbor-Casey United Way of Johnson County Inc 1150 5th Street Suite 290 Coraville IA 522412933 426062055 501(c)3 10000 Campus & Young Adult Engagemnt Waverly-Shell Rock Area United Way Inc PO Box 271 Waverly IA 506770271 421098807 501(c)3 20000 2008 Midwest Floods-Expense United Way of Greater Topeka PO Box 4188 Topeka KS 666040188 480561978 501(c)3 5000 Success By 6 - Buffett United Way of Greater Topeka PO Box 4188 Topeka KS 666040188 480561978 501(c)3 4730 SB6 Buffett - Year IV United Way of Southwest Louisiana Inc 715 Ryan St Suite 102 Lake Charles LA 706014242 720456901 501(c)3 59600 Alternative Spring Break United Way of Southwest Louisiana Inc 715 Ryan St Suite 102 Lake Charles LA 706014242 720456901 501(c)3 53507 Campus & Young Adult Engagemnt United Way of Southwest Louisiana Inc 715 Ryan St Suite 102 Lake Charles LA 706014242 720456901 501(c)3 700 Family,Friend & Neighbor-Casey United Way for the Greater New Orleans Area 2515 Canal Street New Orleans LA 701196435 720471369 501(c)3 144635 Hurricane Response & Recovery United Way for the Greater New Orleans Area 2515 Canal Street New Orleans LA 701196435 720471369 501(c)3 2000 JC Penney Afterschool Fund United Way for the Greater New Orleans Area 2515 Canal Street New Orleans LA 701196435 720471369 501(c)3 2000 JC Penney Afterschool Fund United Way for the Greater New Orleans Area 2515 Canal Street New Orleans LA 701196435 720471369 501(c)3 47000 After School Prgm 08-09 JCPASF United Way of Central Maryland PO Box 1576 Baltimore MD 212031576 520591543 501(c)3 15000 EITC - Expansion Project United Way of Central Maryland PO Box 1576 Baltimore MD 212031576 520591543 501(c)3 12500 EITC - Expansion Project United Way of Central Maryland PO Box 1576 Baltimore MD 212031576 520591543 501(c)3 2000 JC Penney Afterschool Fund United Way of Central Maryland PO Box 1576 Baltimore MD 212031576 520591543 501(c)3 2000 JC Penney Afterschool Fund United Way of Central Maryland PO Box 1576 Baltimore MD 212031576 520591543 501(c)3 47000 After School Prgm 08-09 JCPASF United Way of Massachusetts Bay and Merrimack Valley 51 Sleeper Street Boston MA 02210 042382233 501(c)3 20000 EITC - Expansion Project United Way of Massachusetts Bay and Merrimack Valley 51 Sleeper Street Boston MA 02210 042382233 501(c)3 12500 EITC - Expansion Project United Way for Southeastern Michigan 1212 Griswold St Detroit MI 482261899 203099071 501(c)3 12700 Alternative Spring Break United Way for Southeastern Michigan 1212 Griswold St Detroit MI 482261899 203099071 501(c)3 6641 Campus & Young Adult Engagemnt United Way for Southeastern Michigan 1212 Griswold St Detroit MI 482261899 203099071 501(c)3 15000 EITC - Expansion Project United Way for Southeastern Michigan 1212 Griswold St Detroit MI 482261899 203099071 501(c)3 12500 EITC - Expansion Project United Way for Southeastern Michigan 1212 Griswold St Detroit MI 482261899 203099071 501(c)3 2000 JC Penney Afterschool Fund United Way for Southeastern Michigan 1212 Griswold St Detroit MI 482261899 203099071 501(c)3 2000 JC Penney Afterschool Fund United Way for Southeastern Michigan 1212 Griswold St Detroit MI 482261899 203099071 501(c)3 47000 After School Prgm 08-09 JCPASF United Way of Southwest Michigan PO Box 807 Benton Harbor MI 490230807 381358411 501(c)3 11009 Alliance for Youth United Way of South Mississippi Inc PO Box 2128 Gulfport MS 395052128 640826356 501(c)3 19440 Alternative Spring Break United Way of South Mississippi Inc PO Box 2128 Gulfport MS 395052128 640826356 501(c)3 33830 Campus & Young Adult Engagemnt United Way of Southeast Mississippi Inc PO Box 1648 Hattiesburg MS 394031648 640410475 501(c)3 150000 Hurricane Response & Recovery United Way of the Mark Twain Area PO Box 81 Hannibal MO 634010081 430716604 501(c)3 20000 2008 Midwest Floods-Expense United Way of Greater Kansas City 1080 Washington St Kansas City MO 641052216 440545812 501(c)3 15000 EITC - Expansion Project United Way of Greater Kansas City 1080 Washington St Kansas City MO 641052216 440545812 501(c)3 12500 EITC - Expansion Project United Way of Greater Kansas City 1080 Washington St Kansas City MO 641052216 440545812 501(c)3 20000 Ready by 21-Achieve Potential United Way of Greater Kansas City 1080 Washington St Kansas City MO 641052216 440545812 501(c)3 2000 JC Penney Afterschool Fund United Way of Greater Kansas City 1080 Washington St Kansas City MO 641052216 440545812 501(c)3 2000 JC Penney Afterschool Fund United Way of Greater Kansas City 1080 Washington St Kansas City MO 641052216 440545812 501(c)3 47000 After School Prgm 08-09 JCPASF United Way of Greater St Louis Inc 910 North 11th Street Saint Louis MO 63101 430714167 501(c)3 12500 EITC - Expansion Project United Way of Greater St Louis Inc 910 North 11th Street Saint Louis MO 63101 430714167 501(c)3 20000 2008 Midwest Floods-Expense United Way of Greater St Louis 910 North 11th Street Saint Louis MO 63101 430714167 501(c)3 15000 EITC - Expansion Project United Way of the Ozarks 320 N Jefferson Springfield MO 658061109 440552047 501(c)3 12500 EITC - Expansion Project United Way of the Ozarks 320 N Jefferson Springfield MO 658061109 440552047 501(c)3 15000 EITC - Expansion Project United Way of Southern Nevada 1660 East Flamingo Road Las Vegas NV 891195254 880071328 501(c)3 15000 EITC - Expansion Project United Way of Southern Nevada 1660 East Flamingo Road Las Vegas NV 891195254 880071328 501(c)3 12500 EITC - Expansion Project United Way of Morris County PO Box 1948 Morristown NJ 079621948 221487247 501(c)3 12500 EITC - Expansion Project United Way of New York State 155 Washington Ave Albany NY 122102329 141705108 501(c)3 30000 EITC - Expansion Project 34000United Way of New Yor 155 Washington Ave Albany NY 122102329 141705108 501(c)3 30000 EITC - Expansion Project 34000United Way of New Yor 155 Washington Ave Albany NY 122102329 141705108 501(c)3 14000 SB6 Buffett - Year IV 34370United Way of New Yor 2 Park Avenue 2nd Floor New York NY 100165605 132617681 501(c)3 15000 EITC - Expansion Project United Way of New York City 2 Park Avenue New York NY 100161501 132617681 501(c)3 12500 EITC - Expansion Project 34375United Way of New Yor 2 Park Avenue New York NY 100161501 132617681 501(c)3 2000 JC Penney Afterschool Fund 34370United Way of New Yor 2 Park Avenue 2nd Floor New York NY 100165605 132617681 501(c)3 2000 JC Penney Afterschool Fund 34370United Way of New Yor 2 Park Avenue 2nd Floor New York NY 100165605 132617681 501(c)3 47000 After School Prgm 08-09 JCPASF United Way of Central Carolinas Inc PO Box 601942 Charlotte NC 282601942 560529948 501(c)3 15000 EITC - Expansion Project United Way of Central Carolinas Inc PO Box 601942 Charlotte NC 282601942 560529948 501(c)3 12500 EITC - Expansion Project United Way of Greater High Point Inc 201 Church Ave High Point NC 272624805 560547486 501(c)3 49500 D Duke-Child Abuse Prevent SB6 United Way of Central Oklahoma Inc 1315 N Broadway Place Oklahoma City OK 731010837 730589829 501(c)3 2000 JC Penney Afterschool Fund United Way of Central Oklahoma Inc 1315 N Broadway Place Oklahoma City OK 731010837 730589829 501(c)3 2000 JC Penney Afterschool Fund United Way of Central Oklahoma Inc 1315 N Broadway Place Oklahoma City OK 731010837 730589829 501(c)3 47000 After School Prgm 08-09 JCPASF United Way of the Columbia-Willamette 619 SW 11th Ave Suite 300 Portland OR 972052646 930582124 501(c)3 15000 EITC - Expansion Project United Way of the Columbia-Willamette 619 SW 11th Ave Suite 300 Portland OR 972052646 930582124 501(c)3 12500 EITC - Expansion Project United Way of the Columbia-Willamette 619 SW 11th Ave Suite 300 Portland OR 972052646 930582124 501(c)3 2000 JC Penney Afterschool Fund United Way of the Columbia-Willamette 619 SW 11th Ave Suite 300 Portland OR 972052646 930582124 501(c)3 2000 JC Penney Afterschool Fund United Way of the Columbia-Willamette 619 SW 11th Ave Suite 300 Portland OR 972052646 930582124 501(c)3 47000 After School Prgm 08-09 JCPASF United Way of Southeastern Pennsylvania 7 Benjamin Franklin Pkwy Philadelphia PA 191031208 231556045 501(c)3 15000 EITC - Expansion Project United Way of Southeastern Pennsylvania 7 Benjamin Franklin Pkwy Philadelphia PA 191031208 231556045 501(c)3 12500 EITC - Expansion Project United Way of Southeastern Pennsylvania 7 Benjamin Franklin Pkwy Philadelphia PA 191031208 231556045 501(c)3 2000 JC Penney Afterschool Fund United Way of Southeastern Pennsylvania 7 Benjamin Franklin Pkwy Philadelphia PA 191031208 231556045 501(c)3 47000 After School Prgm 08-09 JCPASF United Way of the Midlands PO Box 152 Columbia SC 292020152 570314396 501(c)3 15000 EITC - Expansion Project United Way of the Midlands PO Box 152 Columbia SC 292020152 570314396 501(c)3 12500 EITC - Expansion Project United Way of Metropolitan Nashville PO Box 280420 Nashville TN 372280420 620533104 501(c)3 15000 EITC - Expansion Project United Way of Metropolitan Nashville PO Box 280420 Nashville TN 372280420 620533104 501(c)3 12500 EITC - Expansion Project The United Ways of Texas 1122 Colorado Suite 102 Austin TX 78701 741618608 501(c)3 30000 EITC - Expansion Project The United Ways of Texas 1122 Colorado Suite 102 Austin TX 78701 741618608 501(c)3 30000 EITC - Expansion Project The United Ways of Texas 1122 Colorado Suite 102 Austin TX 78701 741618608 501(c)3 71985 2008 Hurricane Recovery Fund United Way Capital Area 2000 E MLK Jr Blvd Austin TX 78702 741193439 501(c)3 15000 EITC - Expansion Project United Way Capital Area 2000 E MLK Jr Blvd Austin TX 78702 741193439 501(c)3 12500 EITC - Expansion Project United Way of Southern Cameron County PO Box 511 Brownsville TX 785220511 741241385 501(c)3 15000 EITC - Expansion Project United Way of Southern Cameron County PO Box 511 Brownsville TX 785220511 741241385 501(c)3 12500 EITC - Expansion Project United Way of Southern Cameron County PO Box 511 Brownsville TX 785220511 741241385 501(c)3 42000 D Duke-Child Abuse Prevent SB6 United Way of Metropolitan Dallas Inc 1800 N Lamar Dallas TX 75202 756005352 501(c)3 5000 EITC - Expansion Project United Way of Metropolitan Dallas Inc 1800 N Lamar Dallas TX 75202 756005352 501(c)3 2000 JC Penney Afterschool Fund United Way of Metropolitan Dallas Inc 1800 N Lamar Dallas TX 75202 756005352 501(c)3 2000 JC Penney Afterschool Fund United Way of Metropolitan Dallas Inc 1800 N Lamar Dallas TX 75202 756005352 501(c)3 47000 After School Prgm 08-09 JCPASF United Way of El Paso County PO Box 3488 El Paso TX 79923 741291051 501(c)3 15000 EITC - Expansion Project United Way of El Paso County PO Box 3488 El Paso TX 79923 741291051 501(c)3 12500 EITC - Expansion Project United Way of El Paso County PO Box 3488 El Paso TX 79923 741291051 501(c)3 2000 JC Penney Afterschool Fund United Way of El Paso County PO Box 3488 El Paso TX 79923 741291051 501(c)3 2000 JC Penney Afterschool Fund United Way of El Paso County PO Box 3488 El Paso TX 79923 741291051 501(c)3 47000 After School Prgm 08-09 JCPASF United Way of Metropolitan Tarrant County PO Box 4448 Fort Worth TX 761640448 750858360 501(c)3 200000 Hurricane Response & Recovery United Way of Greater Houston PO Box 3247 Houston TX 772533247 741167964 501(c)3 15000 EITC - Expansion Project United Way of Greater Houston PO Box 3247 Houston TX 772533247 741167964 501(c)3 12500 EITC - Expansion Project United Way of Greater Houston PO Box 3247 Houston TX 772533247 741167964 501(c)3 2000 JC Penney Afterschool Fund United Way of Greater Houston PO Box 3247 Houston TX 772533247 741167964 501(c)3 2000 JC Penney Afterschool Fund United Way of Greater Houston PO Box 3247 Houston TX 772533247 741167964 501(c)3 47000 After School Prgm 08-09 JCPASF United Way of San Antonio and Bexar County PO Box 898 San Antonio TX 782930898 741272381 501(c)3 15000 EITC - Expansion Project United Way of San Antonio and Bexar County PO Box 898 San Antonio TX 782930898 741272381 501(c)3 15000 EITC - Expansion Project United Way of San Antonio and Bexar County PO Box 898 San Antonio TX 782930898 741272381 501(c)3 53000 D Duke-Child Abuse Prevent SB6 United Way of San Antonio and Bexar County PO Box 898 San Antonio TX 782930898 741272381 501(c)3 700 Family,Friend & Neighbor-Casey United Way of South Hampton Roads PO Box 41069 Norfolk VA 235411069 540506322 501(c)3 12500 EITC - Expansion Project United Way of South Hampton Roads 6477 College Park Square 212 Virginia Beach VA 23464 540506322 501(c)3 15000 EITC - Expansion Project United Way of Greater Richmond & Petersburg 2001 Maywill Street Richmond VA 23230 237375346 501(c)3 15000 EITC - Expansion Project United Way of Greater Richmond & Petersburg 2001 Maywill Street Richmond VA 23230 237375346 501(c)3 12500 EITC - Expansion Project United Way of Greater Richmond & Petersburg 2001 Maywill Street Richmond VA 23230 237375346 501(c)3 20000 Ready by 21-Achieve Potential United Way of Greater Richmond & Petersburg 2001 Maywill Street Richmond VA 23230 237375346 501(c)3 10000 Success By 6 - Buffett United Way of Greater Richmond & Petersburg 2001 Maywill Street Richmond VA 23230 237375346 501(c)3 7500 SB6 Buffett - Year IV United Way of Greater Richmond & Petersburg 2001 Maywill Street Richmond VA 23230 237375346 501(c)3 700 Family,Friend & Neighbor-Casey United Way of Snohomish County 3120 McDougall Ave Suite 200 Everett WA 982014433 910606507 501(c)3 5000 Success By 6 - Buffett United Way of King County 720 Second Avenue Seattle WA 981041702 910565555 501(c)3 15000 EITC - Expansion Project United Way of King County 720 Second Avenue Seattle WA 981041702 910565555 501(c)3 12500 EITC - Expansion Project United Ways of Washington 2150 N 107th St Suite 205 Seattle WA 981339009 911055031 501(c)3 55000 D Duke-Child Abuse Prevent SB6 United Ways of Washington 2150 N 107th St Suite 205 Seattle WA 981339009 911055031 501(c)3 15000 D Duke-Child Abuse Prevent SB6 United Ways of Washington 2150 N 107th St Suite 205 Seattle WA 981339009 911055031 501(c)3 4000 SB6 Buffett - Year IV United Way of Dane County Inc PO Box 7548 Madison WI 537077548 390817532 501(c)3 10000 Campus & Young Adult Engagemnt United Way International 701 N Fairfax Street Alexandria VA 22314 237424837 501(c)3 7392 Center for Comm Ldrshp - Admin United Way International 701 N Fairfax Street Alexandria VA 22314 237424837 501(c)3 30000 Global Strategies Indiana University 550 West North St Indianapolis IN 462023612 356001673 501(c)3 362500 Center on Philanthropy - Lilly Indiana University 550 West North St Indianapolis IN 462023612 356001673 501(c)3 362500 Center on Philanthropy - Lilly United Way Retirees Association 701 N Fairfax Street Alexandria VA 22314 542026707 501(c)3 25000 COO - Admin Lutheran Disaster Response PO Box 367 Bayou LaBatre AL 36509 430652650 501(c)3 82500 Hurricane Response & Recovery Catholic Social Services 1220 Aycock Street Houma LA 70360 998222222 501(c)3 215000 Hurricane Response & Recovery YMCA of Port Arthur 6760 9th avenue Port Arthur TX 77642 741143027 501(c)3 216000 Hurricane Response & Recovery YMCA of Greater New Orleans 1215 Prytania St Suite 371 New Orleans LA 70130 720423890 501(c)3 78750 Hurricane Response & Recovery Volunteers of America 4152 Canal Street New Orleans LA 70119 720709750 501(c)3 125000 Hurricane Response & Recovery Goodwill Easter Seals 2448 Gordon Smith Drive Mobile AL 36695 630363472 501(c)3 14670 Hurricane Response & Recovery American Red Cross PO Box 4514 Biloxi MS 39535 640466786 501(c)3 92250 Hurricane Response & Recovery American Red Cross PO Box 4514 Biloxi MS 39535 640466786 501(c)3 28175 Hurricane Response & Recovery Habitat for Humanity International 121 Habitat Street Atlanta GA 317093498 911914868 501(c)3 250000 Hurricane Response & Recovery Turning the Page 1010 Vermont Avenue NW Suite 915 Washington DC 20005 522081934 501(c)3 1500 Tech Assistance & Training Hashoo Foundation USA 333 Clay Street Suite 4980 Houston TX 77002 200748173 501(c)3 157361 Islamabad Marriott Fund Central Iowa Recovery 2116 Grand Avenue Des Moines IA 50312 530196605 501(c)3 20000 2008 Midwest Floods-Expense 205 0 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule 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. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 Brian A Gallagher 415970 80000 486798 18348 36024 1037140 Joseph V Haggerty 269003 47644 30156 10021 37076 393900 Usha Chaudhary 209049 33346 36820 23396 302611 Patricia Turner 146314 19124 16465 181903 Deborah Foster 225286 30405 143094 11241 39970 449996 Cynthia Round 229392 32103 27544 3139 17996 310174 Phillip Manville 162794 31288 32904 74 18653 245713 Alexander Sanchez 172323 19030 29865 24888 246106 Matthew DeCamara 156614 45530 21562 223706 Part I, Line 1a a housing allowance is provided to Brian A. Gallagher, President/CEO, and is included in his taxable compensation. Peggy Conlon business relationship 1 A 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 year 0 X software supplies 1 26851 Donor cost 0 0 0 Form 990, Part III, line 4d Other Program Services Investor Relations Campaign and Public Relations Public Policy Enterprise Services Expenses $ 21261803. including grants of $ 10896079. Revenue $ 427857. Form 990, Part VI, Section A, line 6 The organization has members. Form 990, Part VI, Section A, line 7a Nominees to the Board of Trustees must be approved by the membership, by a majority vote. Form 990, Part VI, Section A, line 7b Members 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 10 Form 990 was approved by the audit committee and sent to all board members. Form 990, Part VI, Section B, line 12c The 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 15 See attached Supplemental Information - United Way of America Fiscal Year 2008 Compensation Committee Report Form 990, Part VI, Section C, line 19 Form 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 2 Oversight of audit There was no change in the process of oversight of the audit during the year. Amended Return Return being updated for changes to final Financial statements The 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. United eWay 701 North Fairfax Street alexandria VA 22314 541463201 Pledge processing and fund distribution VA 501(c)(3) 509(a)(3) SalesService America Inc (United Way Store) 701 N Fairfax St Alexandria VA 22314 621436182 sales fulfilment services VA C 1919128 2706401 1.00000 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 SalesService America Inc (United Way Store) A 413900