UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY (EIN 23-1556045)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-15
- IRS object ID
- 201120469349300717
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-15T08:50:37-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLIGAN & COMPANY LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 N 22ND ST FL 2 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 191031302 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231556045 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF SOUTHEASTERN | BusinessNameLine1 |
| Business Name Line2 | PENNSYLVANIA | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 2156652500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1709 BENJAMIN FRANKLIN PARKWAY | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN CLEARY | Name |
| Title | VP FINANCE | Title |
| Phone | 2156652500 | Phone |
| Date Signed | 2011-02-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAVON WELLS | Name |
| Phone | 2154969100 | Phone |
| Date Prepared | 2011-02-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Gross Receipts | 95219025 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.UWSEPA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Activity Or Mission Description | UNITED WAY'S MISSION IS TO IMPROVE PEOPLE'S LIVES BY MOBILIZING THE CARING POWER OF DONORS, VOLUNTEERS AND COMMUNITIES. UNITED WAY IS FOCUSED ON PREPARING CHILDREN TO SUCCEED IN SCHOOL AND LIFE, BUILDING FINANCIAL STABILITY AND INDEPENDENCE FOR FAMILIES AND KEEPING SENIORS HEALTHY AND SAFE AT HOME. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 61 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 61 | NbrIndependentVotingMembers |
| Total Nbr Employees | 113 | TotalNbrEmployees |
| Total Nbr Volunteers | 10200 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 56875209 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 57739288 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 213512 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 168327 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -3877021 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2561917 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2864715 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2899948 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 56076415 | TotalRevenuePriorYear |
| Total Revenue Current Year | 63369480 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 43779141 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 40537284 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7621344 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7285769 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 130541 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 118869 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3842953 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6052389 | OtherExpensePriorYear |
| Other Expenses Current Year | 5331221 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 57583415 | TotalExpensesPriorYear |
| Total Expenses Current Year | 53273143 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1507000 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 10096337 | RevenuesLessExpensesCY |
| Total Assets BOY | 62387685 | TotalAssetsBOY |
| Total Assets EOY | 71535410 | TotalAssetsEOY |
| Total Liabilities BOY | 31666906 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 30001211 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 30720779 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 41534199 | NetAssetsOrFundBalancesEOY |
| Mission Description | UNITED WAY'S MISSION IS TO IMPROVE PEOPLE'S LIVES BY MOBILIZING THE CARING POWER OF DONORS, VOLUNTEERS AND COMMUNITIES. UNITED WAY IS FOCUSED ON PREPARING CHILDREN TO SUCCEED IN SCHOOL AND LIFE, BUILDING FINANCIAL STABILITY AND INDEPENDENCE FOR FAMILIES AND KEEPING SENIORS HEALTHY AND SAFE AT HOME. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 9630383 | Expense |
| Grants | 7220266 | Grants |
| Revenue | 9630383 | Revenue |
| Description | EDUCATION - UNITED WAY'S INVESTMENT IN IMPROVING THE QUALITY OF EARLY CHILDHOOD EDUCATION CENTERS AND YOUTH PROGRAMS AIMS TO MAKE IT POSSIBLE FOR CHILDREN IN OUR REACH TO ENTER SCHOOL READY TO LEARN, GRADUATE FROM HIGH SCHOOL AND ATTEND COLLEGE OR OTHER QUALITY JOB TRAINING PROGRAMS. OUR WORK IN THIS AREA HAS IMPROVED THE QUALITY OF EDUCATION AT 60 EARLY CHILDHOOD EDUCATION CENTERS SERVING CLOSE TO 4,000 CHILDREN AND ENABLED THOSE CENTERS TO ACHIEVE KEYSTONE 3 OR 4 RATING, THE HIGHEST LEVELS IN PENNSYLVANIA'S QUALITY RATING AND IMPROVEMENT SYSTEM. WE HAVE ALSO HELPED TRAIN 300 EARLY CHILDHOOD AND PARENTING EDUCATORS TO SUPPORT THE HEALTHY SOCIAL AND EMOTIONAL DEVELOPMENT OF YOUNG CHILDREN. FOR OLDER YOUTH, OUR TRAINING AND TECHNICAL ASSITANCE PROGRAMS HAVE TRAINED MORE THAN 2,000 YOUTH WORKERS AFFECTING 25,000 PHILADELPHIA YOUTH AND IMPROVED THE QUALITY OF MORE THAN 125 OUT-OF-SCHOOL TIME PROGRAMS. THE RESULT OF THIS WORK ARE THAT 1,511 YOUTH INCREASED THEIR SCHOOL ATTENDANCE, 4,355 SHOWED IMPROVED ACADEMIC ACHIEVEMENT, 6,437 MAINTAINED PROGRAM ATTENDANCE FOR AT LEAST ONE YEAR, AND 1,059 YOUTH IN OUR PROGRAMS GRADUATED FROM HIGH SCHOOL OR RECEIVED THEIR GED, A 6% INCREASE OVER OUR GOAL OF 1,000. IN ADDITION, NEARLY 400 VOLUNTEERS WERE RECRUITED TO MENTORING PROGRAMS THAT BUILD RELATIONSHIPS BETWEEN YOUTH AND CARING ADULTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4774209 | Expense |
| Grants | 3870416 | Grants |
| Revenue | 4774209 | Revenue |
| Description | INCOME - UNITED WAY'S ADULT BASELINE STANDARDS PROJECT IMPROVED THE QUALITY OF 17 ADULT LITERACY PROGRAMS AND OUR FINANCIAL EDUCATION PROGRAMS REACHED MORE THAN 6,500 INDIVIDUALS, ENABLING 3,425 TO ADVANCE ONE OR MORE EDUCATION LEVELS, 1,266 HOMES TO BE SAVED FROM FORECLOSURE, 5,811 INDIVIDUALS TO OBTAIN NEW OR INCREASED PUBLIC BENEFITS, AND 4,126 INDIVIDUALS TO REPORT INCREASED FINANCIAL KNOWLEDGE. UNITED WAY'S CREATING ASSETS SAVINGS AND HOPE INITIATIVE ENABLED LOW-INCOME FAMILIES TO INVEST NEARLY 450,000 IN FIRST HOME PURCHASES. MORE THAN 700 LOWER-SKILLED ADULTS IN SOUTHEASTERN PENNSYLVANIA RECEIVED ADULT EDUCATION AND TRAINING AND 400 GAINED EITHER A NEW JOB PLACEMENT OR OBTAINED A WAGE INCREASE IN THEIR CURRENT JOB DUE TO THEIR PARTICIPATION IN THE JOB OPPORTUNITY INVESTMENT NETWORK (JOIN), A PUBLIC-PRIVATE WORKFORCE PARTNERSHIP CO-FOUNDED BY UNITED WAY. ADDITIONALLY, WE MOBILIZED HUNDREDS OF VOLUNTEER TAX PREPARERS TO OFFER MORE THAN 41,000 INDIVIDUALS AND THEIR FAMILIES FREE TAX PREPARATION ASSISTANCE RESULTING IN NEARLY 50 MILLION TAX REFUNDS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4104097 | Expense |
| Grants | 3672382 | Grants |
| Revenue | 4104097 | Revenue |
| Description | HEALTH - UNITED WAY'S FOCUS ON HEALTHY AGING SENIORS IN OUR COMMUNITY RESULTED IN 23,690 SENIORS RECEIVING IN-HOME PHYSICAL HEALTH SERVICES, 2,868 HOMES MADE SAFER FOR SENIOR, 2,966 SENIORS WHO REPORTED TAKING BETTER CARE OF THEIR HEALTH AND MORE THAN 15,000 OLDER ADULTS AND CAREGIVERS RECEIVING INFORMATION AND REFERRAL SERVICES. UNITED WAY ALSO CONVENED THE HEALTHY AGING VISION COUNCIL, COMPRISED OF AGING SERVICES LEADERS AS WELL AS GOVERNMENT AND CORPORATE REPRESENTATIVE WHOSE MISSION IS TO PROMOTE THE AWARENESS AND ACCESSIBILITY OF SERVICES, PROGRAMS, AND POLICIES THAT SUPPPORT OLDER ADULTS IN OUR REGION. OUR PARTNERSHIP WITH THE PA DEPARTMENT OF AGING ALLOWS US TO PILOT INNOVATIVE MODELS OF COMMUNITY BASED SERVICES FOR OLDER ADULTS AND ADVOCATE FOR PASSAGE OF THE FAMILY CAREGIVER SUPPORT ACT THAT WILL INCREASE FINANCIAL RESOURCES AND SUPPORT FOR FAMILY CAREGIVERS OF OLDER ADULTS. UNITED WAY SUPPORTED MORE THAN 90% OF ALL SENIORS CENTERS ACCREDITED BY THE NATIONAL INSTITUTE OF SENIOR CENTERS IN PENNSYLVANIA THAT ACHIEVED THIS ACCREDITATION. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 27559849 | Expense |
| Grants | 25774220 | Grants |
| Description | HEALTH AND HUMAN SERVICES SYSTEMS OF CARE - (EXPENSES 5,521,306 ICLUDING GRANTS OF 4,123,038) (REVENUE 5,521,306) UNITED WAY IS COMMITTED TO IMPROVING THE QUALITY, EFFICIENCY AND EFFECTIVENESS OF THE REGION'S NONPROFIT HEALTH AND HUMAN SERVICE SYSTEMS OF CARE. OUR WORK IN THIS AREA INCLUDES TRAINING AND TECHNICAL ASSISTANCE IN MEETING RECOGNIZED STANDARDS OF PERFORMANCE; ASSISTANCE IN DEVELOPING EFFECTIVE METHODS FOR MANAGING GOVERNANCE, FINANCIAL AND OPERATIONAL ISSUES; SUPPORT IN MEASURING AND REPORTING RESULTS; IMPROVING PUBLIC UNDERSTANDING OF THE NONPROFIT SECTOR'S ROLE IN THE COMMUNITY AND PUBLIC POLICIES THAT ADVANCE THAT ROLE; AND BUILDING STRATEGIC PARTNERSHIPS, INCLUDING MERGERS AND CONSOLIDATIONS, TO REDUCE THE FRAGMENTATION AND IMPROVE THE EFFICIENCY OF THE NONPROFIT SECTOR. ADDITIONALLY, UNITED WAY SUPPORTS A WIDE VARIETY OF "SAFETY NET" PROGRAMS TO HELP VULNERABLE INDIVIDUALS AND FAMILIES OVERCOME EMERGENCY SITUATIONS SO AS TO BETTER TAKE ADVANTAGE OF THE AVAILABILITY OF NONPROFIT SERVICES. COMMUNITY IMPACT MONITORING - (EXPENSES 387,360 INCLUDING GRANTS OF 0) (REVENUE 387,360) UWSEPA'S WORK IN THIS AREA FOCUSES ON THE OVERALL DEVELOPMENT AND IMPLEMENTATION OF THE COMMUNITY IMPACT SOLUTIONS AGENDA. DONOR DESIGNATED FUNDING - (EXPENSES 21,651,182 INCLUDING GRANTS OF 21,651,182) (REVENUE 21,651,182) DONOR DIRECTED FUNDING TO ELIGIBLE HEALTH AND HUMAN SERVICE ORGANIZATIONS RAISED AND DISTRIBUTED BY UNITED WAY. PART V LINE 2A THE EMPLOYEES REPORTED REFLECT TEMPORARY SEASONAL CAMPAIGN EMPLOYEES AS WELL AS TURNOVER DURING THE YEAR. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 27559849 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 25774220 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 46068538 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 47 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 113 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | true | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 94 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Nbr Voting Governing Body Members | 61 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 61 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KAREN B CLEARY | NamePerson |
| Telephone Number | 2156552500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 BENJAMIN FRANKLIN PARKWAY | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (68 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| ANDREA ANANIA | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| ANDREW TOY | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| BERYL SIMONSON | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| BRIAN GRANT | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| CARL M BUCHHOLZ | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| CATHERINE SCOTT | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| CHARISSE R LILLIE | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| CHARLES CUTSHALL | |||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | ||
| CHARLES VALUTAS | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| CHRISTOPHER BUTLER | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| CLARK HODGSON JR ESQ | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DARREL GILES CPA | |||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | ||
| DAVID BROWN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DAVID KUTCH | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DIANNE L SEMINGSON | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| EDWARD LOVELIDGE | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| EVELYN SMALLS | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| FARAH JIMENEZ | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| GWENDOLYN IVEY | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| HARRIET WEISS | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| HEIDI RAMIREZ PH D | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| HERNAN GUARACAO | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| J GORDON COONEY JR | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JEFFREY L BROOKS SR | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JERRY JORDAN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JOHN J BRENNAN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JOHN J LYNCH | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JOHN S MENGUCCI | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JOHN SAVELSON | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JOSEPH BANNER | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JOSEPH MULDOON | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JOSEPH MUNNELLY | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JOSEPH SWEENEY | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JUDY SPIRES | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| KEVIN SATTERTHWAITE | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| LAURA SHUBILLA | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| LISA NUTTER | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| LON GREENBERG | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MANUS MCHUGH | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MARTIN FRIEDMAN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MATT ESPE | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MAUREEN RUSH | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL D DICANDILO | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL REED | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL VALOCCHI | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| ORAY BOSTON | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| PATRICIA WELLENBACH | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| PATRICK EIDING | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| PEGGY CARVER ESQ | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| RAY WELCH | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| REV MSGR JOSEPH TRACY STD | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT MURPHY ESQ | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| ROSEMARY TURNER | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| STEPHANIE ZARUS | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| SUSAN VAN BUREN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| TAMARA S MATSON | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| TARA L WEINER | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS WONG CPA | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS WOODWARD | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| TODD A ALDERFER | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| WM SCOTT MAGARGEE III ESQ | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JILL MICHAL | |||||||
| CEO | 50.00 | 279604 | 0 | 35469 | X | ||
| KAREN CLEARY | |||||||
| VP FINANCE | 50.00 | 106902 | 0 | 26547 | X | ||
| DAVID FAIR | |||||||
| VP COMMUNITY | 50.00 | 137488 | 0 | 23510 | X | ||
| EDWARD A MONTGOMERY | |||||||
| VP REL MGMT | 50.00 | 121154 | 0 | 26415 | X | ||
| JOSEPH DIVICENZO | |||||||
| VP MARKETING | 50.00 | 119045 | 0 | 21511 | X | ||
| LYNN GIARDINELLI | |||||||
| VP OF HR | 50.00 | 118403 | 0 | 26471 | X | ||
| JANET RYDER | |||||||
| VP LABOR PAR | 50.00 | 113618 | 0 | 16985 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 996214 | TotalReportableCompFromOrg |
| Total Other Compensation | 176908 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| THE MILLENIUM GROUP | |||||
| PO BOX 10300 | NEW BRUNSWICK | NJ | 08906 | OFFICE SERVICES | 317762 |
| NORA DOWD EISENHOWER | |||||
| 1600 ARCH STREET | PHILADELPHIA | PA | 19103 | GRANT FUNDED AG | 160000 |
| BNY MELLON | |||||
| 1735 MARKET STREET | PHILADELPHIA | PA | 19103 | INVESTMENT MANA | 156222 |
| CUSHMAN WAKEFIELD OF PA | |||||
| 1717 ARCH STREET | PHILADELPHIA | PA | 19103 | PROPERTY MANAGE | 146781 |
| CTR FOR RESPONSIBLE FUNDING | |||||
| 924 CHERRY STREET 520 | PHILADELPHIA | PA | 19103 | CAMPAIGN MANAGE | 122536 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Federated Campaigns | 155159 | FederatedCampaigns |
| Fundraising Events | 238631 | FundraisingEvents |
| Government Grants | 2196698 | GovernmentGrants |
| All Other Contributions | 55148800 | AllOtherContributions |
| Noncash Contributions | 1339523 | NoncashContributions |
| Total Contributions | 57739288 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| SPONSORSHIPS | 145125 | 145125 |
| GIFTS IN KIND | 16552 | 16552 |
| DONOR CHOICE APPLICATION FEE | 3500 | 3500 |
| SEMINARS REGISTRATION FEES | 3150 | 3150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 168327 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 795172 | TotalRevenueColumn |
| Exclusion | $795,172 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 350284 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 350284 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 350284 | TotalRevenueColumn |
| Exclusion | $350,284 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 33501390 | Securities |
| Other | 12024 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 31736169 | Securities |
| Other | 10500 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1765221 | Securities |
| Other | 1524 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1766745 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1766745 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 102876 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 238631 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 102876 | FundraisingDirectExpenses |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|
| DONOR DESIGN PROC FEE | 2353820 | 2353820 | |
| IT COLLABORATIVE | 146114 | $146,114 | |
| OTHER | 49730 | $49,730 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2549664 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 63369480 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4288892 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,341,300 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40491724 | Total |
| Program Services | 40491724 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45560 | Total |
| Program Services | 45560 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 401735 | Total |
| Management And General | 401735 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5574745 | Total |
| Program Services | 2486448 | ProgramServices |
| Management And General | 1326873 | ManagementAndGeneral |
| Fundraising | 1761424 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 316946 | Total |
| Program Services | 133416 | ProgramServices |
| Management And General | 87103 | ManagementAndGeneral |
| Fundraising | 96427 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 506259 | Total |
| Program Services | 186781 | ProgramServices |
| Management And General | 156693 | ManagementAndGeneral |
| Fundraising | 162785 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 486084 | Total |
| Program Services | 203767 | ProgramServices |
| Management And General | 140439 | ManagementAndGeneral |
| Fundraising | 141878 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86650 | Total |
| Program Services | 26600 | ProgramServices |
| Management And General | 47550 | ManagementAndGeneral |
| Fundraising | 12500 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118869 | Total |
| Fundraising | 118869 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154884 | Total |
| Program Services | 14188 | ProgramServices |
| Fundraising | 140696 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 315021 | Total |
| Program Services | 121601 | ProgramServices |
| Management And General | 94828 | ManagementAndGeneral |
| Fundraising | 98592 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 449315 | Total |
| Program Services | 125742 | ProgramServices |
| Management And General | 141516 | ManagementAndGeneral |
| Fundraising | 182057 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 719826 | Total |
| Program Services | 234010 | ProgramServices |
| Management And General | 218174 | ManagementAndGeneral |
| Fundraising | 267642 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 235163 | Total |
| Program Services | 165565 | ProgramServices |
| Management And General | 32439 | ManagementAndGeneral |
| Fundraising | 37159 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 299578 | Total |
| Program Services | 138372 | ProgramServices |
| Management And General | 14152 | ManagementAndGeneral |
| Fundraising | 147054 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 497940 | Total |
| Program Services | 159341 | ProgramServices |
| Management And General | 154364 | ManagementAndGeneral |
| Fundraising | 184235 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 545260 | Total |
| Program Services | 181571 | ProgramServices |
| Management And General | 182663 | ManagementAndGeneral |
| Fundraising | 181026 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89677 | Total |
| Program Services | 24038 | ProgramServices |
| Management And General | 41988 | ManagementAndGeneral |
| Fundraising | 23651 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OTHER PROFESSIONAL FEES | 1269464 | 953853 | 217440 | 98171 |
| PRINTING | 343602 | 149110 | 10467 | 184025 |
| OFFICE SERVICES | 266215 | 266215 | ||
| OTHER | 58626 | 42366 | 11498 | 4762 |
| GRANT OVERHEAD REIMB | 184485 | -184485 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53273143 | Total |
| Program Services | 46068538 | ProgramServices |
| Management And General | 3361652 | ManagementAndGeneral |
| Fundraising | 3842953 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2689431 | BOY |
| EOY | 3974948 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22019738 | BOY |
| EOY | 19768571 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 262536 | BOY |
| EOY | 8233358 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 157290 | BOY |
| EOY | 98788 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1258098 | BOY |
| EOY | 231461 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 9811063 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6888355 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2586901 | BOY |
| EOY | 2922708 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33400416 | BOY |
| EOY | 36305576 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13275 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62387685 | BOY |
| EOY | 71535410 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5025389 | BOY |
| EOY | 4856103 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26395195 | BOY |
| EOY | 23968941 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 246322 | BOY |
| EOY | 1073417 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 102750 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31666906 | BOY |
| EOY | 30001211 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21512562 | BOY |
| EOY | 32937030 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7453967 | BOY |
| EOY | 6842919 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1754250 | BOY |
| EOY | 1754250 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30720779 | BOY |
| EOY | 41534199 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62387685 | BOY |
| EOY | 71535410 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 50720890 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 57736804 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 59309861 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 59296768 | CurrentTaxYearMinus1Year |
| Current Tax Year | 62977671 | CurrentTaxYear |
| Total | 290041994 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 235620 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 314488 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 288172 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 656668 | CurrentTaxYearMinus1Year |
| Current Tax Year | 714456 | CurrentTaxYear |
| Total | 2209404 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 50956510 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 58051292 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 59598033 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 59953436 | CurrentTaxYearMinus1Year |
| Current Tax Year | 63692127 | CurrentTaxYear |
| Total | 292251398 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 292251398 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1417159 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1765187 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1634283 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 942041 | CurrentTaxYearMinus1Year |
| Current Tax Year | 795172 | CurrentTaxYear |
| Total | 6553842 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1417159 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1765187 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1634283 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 942041 | CurrentTaxYearMinus1Year |
| Current Tax Year | 795172 | CurrentTaxYear |
| Total | 6553842 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 52373669 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 59816479 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 61232316 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 60895477 | CurrentTaxYearMinus1Year |
| Current Tax Year | 64487299 | CurrentTaxYear |
| Total | 298805240 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97810 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97560 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02000 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02000 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed4955 Tax | false | Form4720Filed4955Tax |
| Correction Made | false | CorrectionMade |
| Form1120 Pol Filed | false | Form1120PolFiled |
| Form4720 Filed | false | Form4720Filed |
| Volunteers | true | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | true | GrantsOtherOrganizations |
| Grants Other Organizations | $784,036 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 784036 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
| Form4720 Filed4912 Tax | false | Form4720Filed4912Tax |
| Substantially All Dues Nondeduct | false | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | false | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | false | AgreeToCarryoverPriorYear |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL INFORMATION | Identifier |
| Return Reference | SCHEDULE C, PART IV | ReturnReference |
| Explanation | PART IIB LINE F: GRANTS TO OTHER ORGANIZATIONS FOR LOBBYING PURPOSES UNITED WAY PROVIDES GENERAL OPERATING SUPPORT GRANTS TO CERTAIN AGENCIES TO USE TOWARDS ADVOCACY FOR HEALTH AND HUMAN SERVICE ISSUES. EXAMPLES OF SUCH ADVOCACY INCLUDE ADVANCING EFFORTS TO INCREASE HIGH SCHOOL GRADUATION, SUPPORTING FINANCIAL SELF-SUFFICIENCY FOR LOW-INCOME PEOPLE AND DEVELOPING LONG-TERM SOLUTIONS AND RESPONSES TO PROBLEMS OF SENIOR CITIZENS. PART II B LINE 1J: UNITED WAY OCCASIONALLY ENGAGES IN ADVOCACY RELATED ACTIVITIES FOR FEDERAL AND STATE POLICIES AND PROGRAMS RELATED TO HEALTH AND HUMAN SERVICES. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 21053683 | BeginningOfYearBalance |
| Contributions | 8908846 | Contributions |
| Investment Earnings Or Losses | 2649684 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -1212670 | GrantsOrScholarships |
| Administrative Expenses | -79427 | AdministrativeExpenses |
| End Of Year Balance | 31320116 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 26124170 | BeginningOfYearBalance |
| Contributions | 648130 | Contributions |
| Investment Earnings Or Losses | -4511275 | InvestmentEarningsOrLosses |
| Administrative Expenses | 1207342 | AdministrativeExpenses |
| End Of Year Balance | 21053683 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.89600 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.04800 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.05600 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 244752 | OtherCostOrOtherBasis |
| Book Value | 244752 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7094679 | OtherCostOrOtherBasis |
| Depreciation | 5211118 | Depreciation |
| Book Value | 1883561 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2471632 | OtherCostOrOtherBasis |
| Depreciation | 1677237 | Depreciation |
| Book Value | 794395 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2922708 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OBLIGATION UNDER CAPITAL LEASE | Description |
| Amount | $102,750 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 102750 | TotalOfAmounts |
| Total Revenue | 63369480 | TotalRevenue |
| Total Expenses | 53273143 | TotalExpenses |
| Excess Or Deficit For Year | 10096337 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1300046 | NetUnrealizedGLOnInvestments |
| Other | -$582,963 | OtherAmount |
| Total Adjustments | 717083 | TotalAdjustments |
| Excess Or Deficit Per FS | 10813420 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 43780045 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1300046 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 761701 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 2061747 | RevenueNotRptdF990 |
| Revenue Subtotal | 41718298 | RevenueSubtotal |
| Other Revenues Not Included | 21651182 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 21651182 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 63369480 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 32966625 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 761701 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 582963 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1344664 | ExpensesNotRptdF990 |
| Expenses Subtotal | 31621961 | ExpensesSubtotal |
| Other Expenses Not Included | 21651182 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 21651182 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 53273143 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USES FOR ENDOWMENT FUNDS | SCHEDULE D, PAGE 2, PART V, LINE 4 | UNITED WAY MAINTAINS AN ENDOWMENT FUND WHICH CONSISTS OF BOARD DESIGNATED QUASI-ENDOWMENT FUNDS, TEMPORARILY RESTRICTED ENDOWMENT FUNDS. THE ENDOWMENT IS HELD AND MANAGED BY BANK OF NEW YORK MELLON. UNITED WAY'S INTENDED USE OF THE ENDOWMENT IS TO PRESERVE THE FAIR VALUE OF THE PRINCIPAL IN PERPETUITY. INTEREST AND ACCUMULATED GAINS ARE USED TO PARTIALLY OFFSET OPERATING EXPENSES IN ACCORDANCE WITH UNITED WAY'S SPENDING POLICY. THIS AMOUNT IS GENERALLY CALCULATED AS 5% OF THE FIVE-YEAR AVERAGE MARKET VALUE OF THE BOARD DESIGNATED, TEMPORARILY RESTRICTED ENDOWMENT FUNDS AS OF SEPTEMBER 30TH OF EACH YEAR, EXCEPT WHERE DONOR RESTRICTIONS SPECIFY OTHERWISE. |
| LIABILITY UNDER FIN 48 FOOTNOTE | SCHEDULE D, PAGE 3, PART X | THE PREPARATION OF THE FINANCIAL STATEMENTS IN CONFORMITY WITH THE ACCOUNTING PRICIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES UNITED WAY TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY UNITED WAY. MANAGEMENT HAS PERFORMED THEIR EVALUATION AND BELIEVES THAT THERE ARE NO UNRECOGNIZED TAX POSITIONS THAT ARE REQUIRED TO BE DISCLOSED. |
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | AMOUNTS RAISED ON BEHALF OF OTHERS -22,960,502 LESS: UNCOLLECTIBLE DESIGNATIONS 1,309,320 ADJ. TO ALTERNATIVE MINIMUM PENSION LIABILITY -582,963 AMOUNTS RAISED ON BEHALF OF OTHERS 22,960,502 LESS: UNCOLLECTIBLE DESIGNATIONS -1,309,320 |
| REVENUE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 4B | AMOUNTS RAISED ON BEHALF OF OTHERS 22,960,502 LESS: UNCOLLECTIBLE DESIGNATIONS -1,309,320 |
| EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 2D | ADJ. TO ALTERNATIVE MINIMUM PENSION LIABILITY 582,963 |
| EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 4B | AMOUNTS RAISED ON BEHALF OF OTHERS 22,960,502 LESS: UNCOLLECTIBLE DESIGNATIONS -1,309,320 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | CENTER FOR RESPONSIBLE FUNDING | NameOfIndividual |
| Activity | FUNDRAISIN | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 488971 | GrossReceipts |
| Amount Retained By Contractor | 118869 | AmountRetainedByContractor |
| Net To Organization | 370102 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 488971 | TotalGrossReceipts |
| Total Retained By Contractors | 118869 | TotalRetainedByContractors |
| Total Net To Organization | 370102 | TotalNetToOrganization |
| Licensed States | NJ | LicensedStates |
| Licensed States | PA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FUNDRAISING | NameOfEvent1 |
| Gross Receipts Event1 | 341507 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 238631 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 102876 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 102876 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 341507 | GrossReceiptsTotal |
| Charitable Contributions Total | 238631 | CharitableContributionsTotal |
| Gross Revenue Total Events | 102876 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 102876 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 102876 | DirectExpenseSummaryEvents |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Of Cash Grant | 37909336 | AmountOfCashGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 824 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII (7 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| PMTS TO COLLEGES & UNIV. | 4 | 12000 |
| FOR TUITION & BOOKS. THE | ||
| PMTS ARE MATCHING GRANTS | ||
| TO PARTICIPANTS IN OUR | ||
| INDIVIDUAL DEVELOPMENT | ||
| ACCT PROGRAM. | ||
| SAME AS ABOVE | 20 | 33560 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES | Identifier |
| Return Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | ReturnReference |
| Explanation | AGENCIES RECEIVING GENERAL OPERATING SUPPORT GRANTS ARE MONITORED VIA THE FOLLOWING: 1) AGENCIES MUST SUBMIT AN APPLICATION THAT INCLUDES EXPLANATION OF THE PROPOSED USE AND RESULTS FROM USE OF THE FUNDING. 2) AGENCIES MUST SUBMIT AT LEAST SEMI-ANNUAL OUTCOMES REPORTS, WHICH ARE REVIEWED AND EVALUATED BY UNITED WAY STAFF. 3) AGENCIES MUST SUBMIT ANNUAL AUDITS, REVIEWED BY A THIRD PARTY CPA FIRM AS WELL AS BY UNITED WAY STAFF. 4) AGENCIES MUST SUBMIT EVIDENCE OF BEST PRACTICES SUCH AS STRATEGIC PLANS, BOARD MINUTES, CONFLICT OF INTEREST POLICIES, AND EXECUTIVE DIRECTOR ANNUAL EVALUATIONS, REVIEWED BY UNITED WAY STAFF. 5) AGENCIES MUST CERTIFY THAT THEY HAVE RECEIVED INTERNAL REVENUE CODE SECTION 501(C) 3 TAX EXEMPT STATUS, ARE IN COMPLIANCE WITH USA PATRIOT ACT & ARE LOCATED WITHIN OR PROVIDE HUMAN HEALTH OR SOCIAL SERVICES TO RESIDENTS OF PENNSYLVANIA, NEW JERSEY, OR DELAWARE. AGENCIES THAT RECEIVE FUNDING THROUGH TARGETED INVESTMENT GRANTS FOR SPECIFIC PURPOSES ARE MONITORED VIA THE FOLLOWING METHODS: 1) AGENCIES MUST SUBMIT PROJECT APPLICATIONS, OUTLINING THE SCOPE OF THE PROJECT AND DELIVERABLES. 2) AGENCIES MUST SUBMIT OUTCOMES REPORTS, WHICH ARE REVIEWED BY UNITED WAY STAFF. 3) AGENCIES MUST CERTIFY THAT THEY ARE IN COMPLIANCE WITH THE US PATRIOT ACT AND ARE LOCATED WITHIN OR PROVIDE SERVICES TO RESIDENTS OF PENNSYLVANIA, NEW JERSEY OR DELAWARE. AGENCIES THAT RECEIVE FUNDING PASSED THROUGH VIA RESTRICTED GRANTS MUST SUBMIT NARRATIVE REPORTS THAT DETAIL OUTCOMES RELATED TO GRANTS. THEY MUST ALSO SUBMIT ANNUAL AUDITS TO UNITED WAY STAFF. AGENCIES ELIGIBLE FOR DESIGNATIONS THROUGH UNITED WAY'S DONOR CHOICE PROGRAM MUST UNDERGO SCREENING PRIOR TO RECEIVING FUNDING. THEY MUST CERTIFY THAT THEY HAVE RECEIVED INTERNAL REVENUE CODE SECTION 501(C)3 TAX EXEMPT STATUS, ARE IN COMPLIANCE WITH USA PATRIOT ACT AND PROVIDE HUMAN HEALTH OR SOCIAL SERVICES. PLEASE NOTE THAT THE DIFFERENCE BETWEEN THE TOTAL AMOUNT DETAILED ON THIS SCHEDULE AND "GRANTS AND OTHER ASSISTANCE" ON PART IX, FORM 990 IS PRIMARILY DUE TO THE FACT THAT THIS SCHEDULE INCLUDES ALL CASH PAYMENTS MADE TO ORGANIZATIONS IN EXCESS OF 5,000 DURING THE FISCAL YEAR. THE AMOUNT SHOWN IN "GRANTS AND OTHER ASSISTANCE" IS ON THE ACCRUAL BASIS OF ACCOUNTING. ADDITIONALLY, PAYMENTS SHOWN ON SCHEDULE I INCLUDE AMOUNTS PAID TO AGENCIES AS A RESULT OF CONTRIBUTIONS PROCESSED ON BEHALF OF OTHER UNITED WAYS. UNITED WAY OF SOUTHEASTERN PENNSYLVANIA PROCESSES A NUMBER OF LARGE CAMPAIGNS FOR COMPANIES ON A NATIONAL LEVEL. THESE CAMPAIGNS INCLUDES FUNDS RAISED BY OTHER UNITED WAYS. AS THESE FUNDS ARE RAISED BY OTHER UNITED WAYS, UNITED WAY OF SOUTHEASTERN PENNSYLVANIA DOES NOT COUNT THESE DOLLARS AS PART OF OUR REVENUE TOTAL. THEREFORE, THERE IS NO CORRESPONDING DESIGNATION EXPENSES. WE RECORD THESE DOLLARS AS A RECEIVABLE, SINCE WE WILL COLLECT THE FUNDS, AND A LIABILITY, SINCE WE DISTRIBUTE THE FUNDS. SINCE UNITED WAY OF SOUTHEASTERN PENNSYLVANIA MAKES CASH PAYMENTS TO AGENCIES AS A RESULT OF THESE CONTRIBUTIONS, THEY ARE REFLECTED ON SCHEDULE I. THEY ARE NOT REFLECTED IN "GRANTS AND OTHER ASSISTANCE" ON PART IX, FORM 990. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg |
|---|---|---|---|---|---|
| JILL MICHAL | |||||
| 243869 | 35735 | 7900 | 27569 | 315073 | 270445 |
| DAVID FAIR | |||||
| 137488 | 3365 | 20145 | 160998 | 157406 | |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | NON-FIXED PAYMENTS PROVIDED | Identifier |
| Return Reference | SCHEDULE J, PAGE 1, PART I, LINE 7 | ReturnReference |
| Explanation | THE CEO HAS AN INCENTIVE BONUS OPPORTUNITY THAT IS BASED UPON GOALS AND OBJECTIVES AROUND RESOURCE DEVELOPMENT, COMMUNITY IMPACT AND OPERATIONS THAT ARE DOCUMENTED IN THE PERFORMANCE REVIEW PROCESS. THE EXECUTIVE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ASSESSING PERFORMANCE VERSUS THOSE GOALS AND OBJECTIVES AND DETERMINING THE AWARD AMOUNT. THE INCENTIVE IS AWARDED AFTER THOROUGH REVIEW AND DISCUSSION BY THE EXECUTIVE COMPENSATION COMMITTEE. PART II: THE INCREASE IN JILL MICHAL'S COMPENSATION BETWEEN CALENDAR YEAR 2008 AND 2009 IS DUE TO THE FACT THAT SHE TOOK OVER THE PRESIDENT AND CEO ROLE IN AUGUST OF 2008. PRIOR TO TAKING OVER AS PRESIDENT AND CEO, SHE WAS SENIOR VP OF OPERATIONS AND CFO. THE CHANGE IN POSITION RESULTED IN THE SALARY INCREASE | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 94 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1199523 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | ADVERTISING | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 140000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 94 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS | Identifier |
| Return Reference | SCHEDULE M, PAGE 1, PART I, LINE 32B | ReturnReference |
| Explanation | UNITED WAY MAINTAINS A BROKERAGE ACCOUNT WITH VANGUARD THAT IS USED TO RECEIVE DONATED SECURITIES. SECURITIES ARE LIQUIDATED FROM THIS ACCOUNT UPON DONATION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S MISSION | UNITED WAY'S MISSION IS TO IMPROVE PEOPLE'S LIVES BY MOBILIZING THE CARING POWER OF DONORS, VOLUNTEERS AND COMMUNITIES. UNITED WAY IS FOCUSED ON PREPARING CHILDREN TO SUCCEED IN SCHOOL AND LIFE, BUILDING FINANCIAL STABILITY AND INDEPENDENCE FOR FAMILIES AND KEEPING SENIORS HEALTHY AND SAFE AT HOME. |
| FIRST ACHIEVEMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4A | AFFECTING 25,000 PHILADELPHIA YOUTH AND IMPROVED THE QUALITY OF MORE THAN 125 OUT-OF-SCHOOL TIME PROGRAMS. THE RESULT OF THIS WORK ARE THAT 1,511 YOUTH INCREASED THEIR SCHOOL ATTENDANCE, 4,355 SHOWED IMPROVED ACADEMIC ACHIEVEMENT, 6,437 MAINTAINED PROGRAM ATTENDANCE FOR AT LEAST ONE YEAR, AND 1,059 YOUTH IN OUR PROGRAMS GRADUATED FROM HIGH SCHOOL OR RECEIVED THEIR GED, A 6% INCREASE OVER OUR GOAL OF 1,000. IN ADDITION, NEARLY 400 VOLUNTEERS WERE RECRUITED TO MENTORING PROGRAMS THAT BUILD RELATIONSHIPS BETWEEN YOUTH AND CARING ADULTS. |
| SECOND ACHIEVEMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4B | INVESTMENT NETWORK (JOIN), A PUBLIC-PRIVATE WORKFORCE PARTNERSHIP CO-FOUNDED BY UNITED WAY. ADDITIONALLY, WE MOBILIZED HUNDREDS OF VOLUNTEER TAX PREPARERS TO OFFER MORE THAN 41,000 INDIVIDUALS AND THEIR FAMILIES FREE TAX PREPARATION ASSISTANCE RESULTING IN NEARLY 50 MILLION TAX REFUNDS. |
| THIRD ACHIEVEMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4C | SERVICES FOR OLDER ADULTS AND ADVOCATE FOR PASSAGE OF THE FAMILY CAREGIVER SUPPORT ACT THAT WILL INCREASE FINANCIAL RESOURCES AND SUPPORT FOR FAMILY CAREGIVERS OF OLDER ADULTS. UNITED WAY SUPPORTED MORE THAN 90% OF ALL SENIORS CENTERS ACCREDITED BY THE NATIONAL INSTITUTE OF SENIOR CENTERS IN PENNSYLVANIA THAT ACHIEVED THIS ACCREDITATION. |
| ALL OTHER ACHIEVEMENTS DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4D | HEALTH AND HUMAN SERVICES SYSTEMS OF CARE - (EXPENSES 5,521,306 ICLUDING GRANTS OF 4,123,038) (REVENUE 5,521,306) UNITED WAY IS COMMITTED TO IMPROVING THE QUALITY, EFFICIENCY AND EFFECTIVENESS OF THE REGION'S NONPROFIT HEALTH AND HUMAN SERVICE SYSTEMS OF CARE. OUR WORK IN THIS AREA INCLUDES TRAINING AND TECHNICAL ASSISTANCE IN MEETING RECOGNIZED STANDARDS OF PERFORMANCE; ASSISTANCE IN DEVELOPING EFFECTIVE METHODS FOR MANAGING GOVERNANCE, FINANCIAL AND OPERATIONAL ISSUES; SUPPORT IN MEASURING AND REPORTING RESULTS; IMPROVING PUBLIC UNDERSTANDING OF THE NONPROFIT SECTOR'S ROLE IN THE COMMUNITY AND PUBLIC POLICIES THAT ADVANCE THAT ROLE; AND BUILDING STRATEGIC PARTNERSHIPS, INCLUDING MERGERS AND CONSOLIDATIONS, TO REDUCE THE FRAGMENTATION AND IMPROVE THE EFFICIENCY OF THE NONPROFIT SECTOR. ADDITIONALLY, UNITED WAY SUPPORTS A WIDE VARIETY OF "SAFETY NET" PROGRAMS TO HELP VULNERABLE INDIVIDUALS AND FAMILIES OVERCOME EMERGENCY SITUATIONS SO AS TO BETTER TAKE ADVANTAGE OF THE AVAILABILITY OF NONPROFIT SERVICES. COMMUNITY IMPACT MONITORING - (EXPENSES 387,360 INCLUDING GRANTS OF 0) (REVENUE 387,360) UWSEPA'S WORK IN THIS AREA FOCUSES ON THE OVERALL DEVELOPMENT AND IMPLEMENTATION OF THE COMMUNITY IMPACT SOLUTIONS AGENDA. DONOR DESIGNATED FUNDING - (EXPENSES 21,651,182 INCLUDING GRANTS OF 21,651,182) (REVENUE 21,651,182) DONOR DIRECTED FUNDING TO ELIGIBLE HEALTH AND HUMAN SERVICE ORGANIZATIONS RAISED AND DISTRIBUTED BY UNITED WAY. PART V LINE 2A THE EMPLOYEES REPORTED REFLECT TEMPORARY SEASONAL CAMPAIGN EMPLOYEES AS WELL AS TURNOVER DURING THE YEAR. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11 | UNITED WAY'S 990 IS REVIEWED BY OUR FINANCE COMMITTEE AND BOARD PRIOR TO FILING. OUR FINANCE COMMITTEE HAS A FORMAL MEETING TO REVIEW AND DISCUSS THE DOCUMENT (COPIES ARE MAILED IN ADVANCE). UPON APPROVAL BY THE FINANCE COMMITTEE,THE 990 IS MAILED TO THE EXECUTIVE COMMITTEE OF OUR BOARD OF DIRECTORS FOR REVIEW. THE EXECUTIVE COMMITTEE ALSO MEETS TO DISCUSS AND REVIEW THE DOCUMENT. THEY PROVIDE APPROVAL PRIOR TO FILING. FINALLY, A COPY OF THE 990 IS PROVIDED TO OUR BOARD OF DIRECTORS, IN ADVANCE OF FILING, TO GIVE THEM AN OPPORTUNITY TO REVIEW AND ASK QUESTIONS ON THE DOCUMENT. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | UNITED WAY PROVIDES THE CONFLICT OF INTEREST POLICY TO ALL STAFF MEMBERS AND KEY VOLUNTEERS ON AN ANNUAL BASIS. THIS INCLUDES BOARD MEMBERS AND MEMBERS OF STANDING BOARD COMMITTEES. THESE GROUPS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. INDIVIDUALS ARE INSTRUCTED TO PROMPTLY NOTIFY UNITED WAY OF ANY PERCEIVED CONFLICT. CONFLICT OF INTEREST STATEMENTS ARE TRACKED AND MONITORED BY THE HUMAN RESOURCES DEPARTMENT. IT IS THE RESPONSIBILITY OF THE INDIVIDUAL TO MAKE UNITED WAY AWARE OF ANY CONFLICTS THAT ARISE AFTER THEY SIGN THE CONFLICT OF INTEREST DOCUMENT. IF THERE IS A REAL OR PERCEIVED CONFLICT OF INTEREST AN INDIVIDUAL MAY PARTICIPATE IN DISCUSSION AROUND A GIVEN ISSUE, BUT THEY ARE NOT PERMITTED TO VOTE. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | SAME PROCESS AS THAT OF OFFICERS. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | CEO COMPENSATION IS DETERMINED THROUGH A DOCUMENTED PROTOCOL AND PROCESS CONSISTING OF THE FOLLOWING ELEMENTS: 1: BOARD OF DIRECTORS OVERSIGHT. CEO PERFORMANCE AND COMPENSATION IS OVERSEEN BY A SPECIAL SUBCOMMITTEE OF THE BOARD/EXECUTIVE COMMITTEE. SPECIFIC DECISIONS RELATED TO COMPENSATION ARE MADE BY THE EXECUTIVE COMPENSATION SUBCOMMITTEE WHICH IS COMPOSED OF THE BOARD CHAIR, BOARD TREASURER, AND CHAIR OF THE HUMAN RESOURCES COMMITTEE. ACTIONS ARE REPORTED ON AN ANNUAL BASIS TO UWSEPA'S GOVERNANCE COMMITTEE. 2: EXTERNALLY PREPARED COMPARATIVE SALARY DATA: COMPARATIVE SALARY DATA FOR THE CEO AND ALL SENIOR MANAGEMENT POSITIONS IS RESEARCHED BY AN INDEPENDENT PROFESSIONAL COMPENSATION CONSULTANT, PETER R. JOHNSON & COMPANY. THE EXECUTIVE COMPENSATION COMMITTEE IS PROVIDED WITH CEO SALARY INFORMATION BASED ON MORE THAN 10 EXTERNAL SURVEYS, CAPTURING NATIONAL, REGIONAL, AND LOCAL COMPENSATION DATA FOR SIMILARLY SIZED ORGANIZATIONS. THE DATA BALANCES INFORMATION FROM BOTH THE FOR PROFIT AND NONPROFIT SECTORS. 3: PERFORMANCE BASED SYSTEM: CEO PERFORMANCE IS ANNUALLY ASSESSED BY THE CEO PERFORMANCE ASSESSMENT TASK FORCE, WHOSE MEMBERSHIP CONSISTS OF THE BOARD OFFICERS, AND CHAIRS OF THE STANDING COMMITTEES (AS NOTED IN ITEM 1, COMPENSATION DECISIONS ARE OVERSEEN BY A SUBCOMMITTEE OF THIS LARGER GROUP). ALL MEMBERS OF THE BOARD'S EXECUTIVE COMMITTEE ARE ABLE TO PROVIDE WRITTEN INPUT ON THE CEO'S PERFORMANCE. THE CEO HAS DOCUMENTED GOALS AND OBJECTIVES ON WHICH PERFORMANCE IS BASED, PLUS DOCUMENTED DETAIL THAT GUIDES THE AWARD OF THE INCENTIVE OPPORTUNITY. THE INCENTIVE OPPORTUNITY IS AWARDED FOLLOWING A THOROUGH DISCUSSION OF THE CEO'S PERFORMANCE BY THE EXECUTIVE COMPENSATION COMMITTEE. THE DISCUSSION AND INCENTIVE AWARD ARE DOCUMENTED TO SUPPORT IMPLEMENTATION. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | UNITED WAY MAKES OUR FINANCIAL STATEMENTS AND FORM 990 AVAILABLE ON OUR WEBSITES. ADDITONALLY, THEY ARE MADE AVAILABLE UPON REQUEST. OUR GOVERNING DOCUMENTS AND CODE OF ETHICS ARE MADE AVAILABLE UPON REQUEST. |
| ADDITIONAL INFORMATION | SCHEDULE O | PART VIII COLUMN A LINE 1H: FOLLOWING IS RECONCILIATION OF CONTRIBUTIONS,GIFT GRANTS AND OTHER SIMILAR AMOUNTS RECEIVED TO THE AUDIT REPORT. GROSS ANNUAL CAMPAIGN PER AUDITED FINANCIAL STMT 47,603,908 GRANTS AND OTHER CONTRIBUTIONS 3,000,902 LEGACIES AND BEQUESTS 8,908,846 PROVISION UNCOLLECTIBLE UNDESIGNATED PLEDGES (760,207) PROVISION UNCOLLECTIBLE DESIGNATED PLEDGES (1,309,320) (AUDIT FOOTNOTE 3) DONATED ADVERTISING SERVICES 3,024,563 ALLOCABLE DOLLARS RECEIVED FROM OTHER UNITED WAYS 155,159 CONTRIBUTIONS, GRANTS AND OTHER SIMILAR AMOUNTS RECEIVED PER LINE 1(H) 60,623,851 PART IX COLUMN A LINE 21: PAYMENTS TO AFFILIATES REPRESENT ANNUAL DUES PAID TO UNITED WAY WORLDWIDE. PART IX COLUMN A LINE 24A: "OTHER PROFESSIONAL FEES" INCLUDES FEES PAID TO INDEPENDENT CONTRACTORS FOR PROFESSIONAL SERVICES. SUCH SERVICES INCLUDE DESIGN SERVICES FOR UNITED WAY'S CAMPAIGN MATERIALS, COMPENSATION CONSULTING SERVICES, PERFORMING REVIEWS AND OBSERVATIONS OF AFTERSCHOOL PROGRAMS IN THE REGION IN CONNECTION WITH RESTRICTED GRANTS, A STUDY ON AGING IN THE SOUTHEASTERN PENNSYLVANIA REGION IN CONNECTION WITH A RESTRICTED GRANT, PERFORMING TECHNICAL ASSISTANCE TO AGENCIES RELATED TO A MENTORING MENTORING PROGRAM GRANT AND PERFORMING AN EVALUATION OF OUR JOB OPPORTUNITIES INVESTMENT NETWORK PROGRAM RELATED PROGRESS, CHALLENGES AND SUCCESSES IN CONNECTION WITH A RESTRICTED GRANT. PART X LINE 7: NOTES RECEIVABLE INCLUDES AMOUNTS DUE FROM FAMILY SERVICES OF MONTGOMERY COUNTY (41,118) AND HOUSING ASSOCIATION OF THE DELAWARE VALLEY (57,668). SCHED L PT IV: UNITED WAY MAINTAINS BANKING RELATIONSHIPS WITH SEVERAL BANKS IN OUR REGION. ONE DIRECTOR IS SENIOR EXECUTIVE AT A BANK WITH WHICH UNITED WAY HAS RELATIONSHIP. TODD ALDERFER IS AN EXECUTIVE AT NATIONAL PENN BANK. UNITED WAY INCURRED 382 IN BANK FEES FOR THE YEAR ENDED JUNE 30, 2010. UNITED WAY MAINTAINS INVESTMENT AND BROKERAGE ACCOUNTS WITH SEVERAL FIRMS IN OUR REGION. ONE DIRECTOR, JOHN BRENNAN, IS A SENIOR EXECUTIVE WITH VANGUARD. UNITED WAY MAINTAINS A BROKERAGE ACCOUNT HERE TO RECEIVE AND LIQUIDATE STOCK DONATIONS. ADDITIONALLY, UNITED WAY MAINTAINS A PORTION OF OUR ENDOWMENT FUND WITH THIS FIRM. UNITED WAY INCURRED 1,737 IN FEES TO VANGUARD FOR THE YEAR ENDED JUNE 30, 2010. UNITED WAY'S USES INDEPENDENCE BLUE CROSS TO OFFER MEDICAL INSURANCE TO EMPLOYEES. ONE OF UNITED WAY'S DIRECTORS, CHRISTOPHER BUTLER, IS AN EXECUTIVE WITH THIS COMPANY. UNITED WAY PAID 518,520 IN FEES TO INDEPENDENCE BLUE CROSS FOR THE YEAR ENDED JUNE 30, 2010. ALL COST INFORMATION IS OBTAINED BY UNITED WAY THROUGH AN INDEPENDENT BROKER. FIVE UNITED WAY DIRECTORS ARE SENIOR EXECUTIVES WITH ORGANIZATIONS RECEIVING GENERAL OPERATING SUPPORT GRANT AND TARGETED INVESTMENT FUNDING. PATRICK EIDING IS AN EXECUTIVE WITH THE PHILADELPHIA COUNCIL AFL-CIO, MARTIN FRIEDMAN IS AN EXECUTIVE WITH EDUCATION WORKS, LISA NUTTER IS AN EXECUTIVE WITH PHILADELPHIA ACADEMIES, LAURA SHUBILLA IS AN EXECUTIVE WITH PHILADELPHIA YOUTH NETWORK AND JOSEPH SWEENEY IS AN EXECUTIVE WITH CATHOLIC HUMAN SERVICES. PHILADELPHIA COUNCIL AFL-CIO RECEIVED 121,828 IN GRANTS FOR THE FIRST CALL FOR HELP PROGRAM. EDUCATION WORKS RECEIVED 211,513 IN GRANTS FOR GENERAL OPERATING SUPPORT AND THE GIRLS TODAY LEADERS TOMORROW PROGRAM. PHILADELPHIA ACADEMIES RECEIVED 40,000 IN GRANTS FOR A SKILLS MENTORING PROGRAM. PHILADELPHIA YOUTH NETWORK RECEIVED 331,600 IN GRANTS FOR GENERAL OPERATING SUPPORT, THE WORK READY PHILADELPHIA PROGRAM AND THE PHILADELPHIA GOES TO COLLEGE PROGRAM. CATHOLIC HUMAN SERVICES RECEIVED 743,203 IN GENERAL OPERATING SUPPORT GRANTS. UNITED WAY'S BY-LAWS PERMIT EXECUTIVES OF FUNDED AGENCIES TO BE ON BOARD. THESE DIRECTORS DO NOT PARTICIPATE IN DECISIONS RELATED TO THEIR OWN AGENCY FUNDING. ADDITIONALLY, MARTIN FRIEDMAN IS AN EX-OFICIO MEMBER OF THE BOARD. ONE OF UNITED WAY'S DIRECTOR, MANUS MCHUGH, IS A SENIOR EXECUTIVE WITH PECO, A LOCAL ELECTRIC UTILITY COMPANY. UNITED WAY INCURRED 158,565 IN FEES TO PECO FOR THE YEAR ENDED JUNE 30, 2010. ONE OF UNITED WAY'S DIRECTORS, ROSEMARY TURNER IS A SENIOR EXECUTIVE AT UNITED PARCEL SERVICE (UPS). UNITED WAY PERIODICALLY UTILIZES UPS FOR SHIPPING PURPOSES. UNITED WAY INCURRED 4,291 IN FEES TO UPS FOR THE YEAR ENDED JUNE 30, 2010. ONE OF UNITED WAY'S DIRECTORS, HARRIET WEISS, IS A SENIOR EXECUTIVE WITH CRW GRAPHICS, A LOCAL PRINTING COMPANY. THIS COMPANY IS ONE OF SEVERAL THAT UNITED WAY UTILIZES TO PRINT FUNDRAISING MATERIALS. UNITED WAY INCURRED COST OF 79,159 TO CRW GRAPHICS FOR THE YEAR ENDED JUNE 30, 2010. NOTE THAT THIS COMPANY DONATES A SIGNIFICANT AMOUNT OF SERVICES TO UNITED WAY ANNUALLY. PART I LINE 22 FOR THE YEAR ENDED JUNE 30, 2010 UNITED WAY GENERATED A SURPLUS OF 10,813,422. THIS SURPLUS WAS THE RESULT OF LEGACIES AND BEQUEST DEPOSITED INTO OUR ENDOWMENT (8,908,846) AND REALIZED AND UNREALIZED GAINS ON INVESTMENTS (2,103,465). OVERHEAD CALCULATION UNITED WAY'S OVERHEAD CALCULATION FOR THE YEAR ENDED JUNE 30, 2010, IS AS FOLLOWS: NUMERATOR MANAGEMENT AND GENERAL-PART IX COLUMN C, LINE 25 3,361,652 FUNDRAISING-PART IX COLUMN D, LINE 25 3,842,953 TOTAL NUMERATOR 7,204,605 DENOMINATOR TOTAL REVENUE-PART VIII COLUMN A LINE 12 63,369,480 OVERHEAD % 11.4% PLEASE NOTE THAT THE DECREASE IN UNITED WAY'S OVERHEAD RATE (FROM 13.34%, EXCLUDING THE VALUE OF DONATED ADVERTISING) RELATES TO AN INCREASE IN REVENUE. THE INCREASE IN REVENUE IS A RESULT OF REALIZED AND UNREALIZED GAINS ON INVESTMENTS AS WELL AS AN INCREASE IN LEGACIES AND BEQUEST REVENUE RESULTING FROM TWO LARGE GIFTS RECEIVED IN FISCAL YEAR 2010. PLEASE NOTE THAT UNITED WAY CHARGES A COST RECOVERY FEE OF 12.5% ON EACH DONATED GIFT. THIS FEE IS INTENDED TO RECOVER THE COST INCUR TO RAISE, COLLECT, ADMINISTER AND DISTRIBUTE GIFTS. SUCH COSTS INCLUDE FUNDRAISING, MARKETING, PLEDGE PROCESSING, CUSTOMER SERVICE, FINANCE AND INFORMATION TECHNOLOGY. THIS RATE IS HIGHER THAN THE OVERHEAD RATE CALCULATED ABOVE DUE TO THE FACT THAT THE RATE INCLUDES LEGACIES AND BEQUESTS REVENUE, WHICH IS DEPOSITED INTO OUR ENDOWMENT. AMOUNTS RECEIVED IN A GIVEN YEAR ARE NOT USED TO OFFSET OVERHEAD EXPENSES. RATHER, AMOUNTS RECEIVED ARE INCLUDED IN OUR SPENDING POLICY CALCULATION, WHEREBY 5% OF THE FIVE YEAR AVERAGE MARKET VALUE OF THE ENDOWMENT AS OF SEPTEMBER 30TH IS USED TO OFFSET OVERHEAD EXPENSES. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRATEGIC COMMUNITY SOLUTIONS | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 BENJAMIN FRANKLIN PKWY | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 651241811 | EIN |
| Primary Activities | ACCEPGIFTS | PrimaryActivities |
| Legal Domicile State | PA | LegalDomicileState |
| Exempt Code Section | 501 | ExemptCodeSection |
| Public Charity Status | 7 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UWSEPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRATEGIC COMMUNITY SOLUTIONS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | P | TransactionType |
| Amount Involved | 3475 | AmountInvolved |