2011-02-15T08:50:37-06:00 2010-06-30 MILLIGAN & COMPANY LLC 105 N 22ND ST FL 2 PHILADELPHIA PA 191031302 990 2009-07-01 231556045 UNITED WAY OF SOUTHEASTERN PENNSYLVANIA UNIT 2156652500 1709 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19103 KAREN CLEARY 2156652500 2011-02-15 true LAVON WELLS 2154969100 2011-02-15 2009 2016-02-24 21:20:13Z X 95219025 false X WWW.UWSEPA.ORG X 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. 61 61 113 10200 0 56875209 57739288 213512 168327 -3877021 2561917 2864715 2899948 56076415 63369480 43779141 40537284 0 7621344 7285769 130541 118869 3842953 6052389 5331221 57583415 53273143 -1507000 10096337 62387685 71535410 31666906 30001211 30720779 41534199 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. false false 9630383 7220266 9630383 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. 4774209 3870416 4774209 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. 4104097 3672382 4104097 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. 27559849 25774220 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. 27559849 25774220 46068538 true true false true false false false false true true true true false false false false false true true false false true true true false false false false false false false false true false false false false true false false false true 47 0 true 113 true false false false false false true true true 94 false false false false 61 61 false false false false false false false true true false false true true true true true true true true false PA NJ X X X KAREN B CLEARY 2156552500 7 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19103 ANDREA ANANIA 1.00 X 0 0 0 ANDREW TOY 1.00 X 0 0 0 BERYL SIMONSON 1.00 X 0 0 0 BRIAN GRANT 1.00 X 0 0 0 CARL M BUCHHOLZ 1.00 X 0 0 0 CATHERINE SCOTT 1.00 X 0 0 0 CHARISSE R LILLIE 1.00 X 0 0 0 CHARLES CUTSHALL 1.00 X 0 0 0 CHARLES VALUTAS 1.00 X 0 0 0 CHRISTOPHER BUTLER 1.00 X 0 0 0 CLARK HODGSON JR ESQ 1.00 X 0 0 0 DARREL GILES CPA 1.00 X 0 0 0 DAVID BROWN 1.00 X 0 0 0 DAVID KUTCH 1.00 X 0 0 0 DIANNE L SEMINGSON 1.00 X 0 0 0 EDWARD LOVELIDGE 1.00 X 0 0 0 EVELYN SMALLS 1.00 X 0 0 0 FARAH JIMENEZ 1.00 X 0 0 0 GWENDOLYN IVEY 1.00 X 0 0 0 HARRIET WEISS 1.00 X 0 0 0 HEIDI RAMIREZ PH D 1.00 X 0 0 0 HERNAN GUARACAO 1.00 X 0 0 0 J GORDON COONEY JR 1.00 X 0 0 0 JEFFREY L BROOKS SR 1.00 X 0 0 0 JERRY JORDAN 1.00 X 0 0 0 JOHN J BRENNAN 1.00 X 0 0 0 JOHN J LYNCH 1.00 X 0 0 0 JOHN S MENGUCCI 1.00 X 0 0 0 JOHN SAVELSON 1.00 X 0 0 0 JOSEPH BANNER 1.00 X 0 0 0 JOSEPH MULDOON 1.00 X 0 0 0 JOSEPH MUNNELLY 1.00 X 0 0 0 JOSEPH SWEENEY 1.00 X 0 0 0 JUDY SPIRES 1.00 X 0 0 0 KEVIN SATTERTHWAITE 1.00 X 0 0 0 LAURA SHUBILLA 1.00 X 0 0 0 LISA NUTTER 1.00 X 0 0 0 LON GREENBERG 1.00 X 0 0 0 MANUS MCHUGH 1.00 X 0 0 0 MARTIN FRIEDMAN 1.00 X 0 0 0 MATT ESPE 1.00 X 0 0 0 MAUREEN RUSH 1.00 X 0 0 0 MICHAEL D DICANDILO 1.00 X 0 0 0 MICHAEL REED 1.00 X 0 0 0 MICHAEL VALOCCHI 1.00 X 0 0 0 ORAY BOSTON 1.00 X 0 0 0 PATRICIA WELLENBACH 1.00 X 0 0 0 PATRICK EIDING 1.00 X 0 0 0 PEGGY CARVER ESQ 1.00 X 0 0 0 RAY WELCH 1.00 X 0 0 0 REV MSGR JOSEPH TRACY STD 1.00 X 0 0 0 ROBERT MURPHY ESQ 1.00 X 0 0 0 ROSEMARY TURNER 1.00 X 0 0 0 STEPHANIE ZARUS 1.00 X 0 0 0 SUSAN VAN BUREN 1.00 X 0 0 0 TAMARA S MATSON 1.00 X 0 0 0 TARA L WEINER 1.00 X 0 0 0 THOMAS WONG CPA 1.00 X 0 0 0 THOMAS WOODWARD 1.00 X 0 0 0 TODD A ALDERFER 1.00 X 0 0 0 WM SCOTT MAGARGEE III ESQ 1.00 X 0 0 0 JILL MICHAL 50.00 X 279604 0 35469 KAREN CLEARY 50.00 X 106902 0 26547 DAVID FAIR 50.00 X 137488 0 23510 EDWARD A MONTGOMERY 50.00 X 121154 0 26415 JOSEPH DIVICENZO 50.00 X 119045 0 21511 LYNN GIARDINELLI 50.00 X 118403 0 26471 JANET RYDER 50.00 X 113618 0 16985 996214 176908 7 false true false 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 7 155159 238631 2196698 55148800 1339523 57739288 SPONSORSHIPS 145125 145125 GIFTS IN KIND 16552 16552 DONOR CHOICE APPLICATION FEE 3500 3500 SEMINARS REGISTRATION FEES 3150 3150 168327 795172 795172 350284 350284 350284 350284 33501390 12024 31736169 10500 1765221 1524 1766745 1766745 102876 238631 102876 DONOR DESIGN PROC FEE 2353820 2353820 IT COLLABORATIVE 146114 146114 OTHER 49730 49730 2549664 63369480 4288892 1341300 40491724 40491724 45560 45560 401735 401735 5574745 2486448 1326873 1761424 316946 133416 87103 96427 506259 186781 156693 162785 486084 203767 140439 141878 86650 26600 47550 12500 118869 118869 154884 14188 140696 315021 121601 94828 98592 449315 125742 141516 182057 719826 234010 218174 267642 235163 165565 32439 37159 299578 138372 14152 147054 497940 159341 154364 184235 545260 181571 182663 181026 89677 24038 41988 23651 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 53273143 46068538 3361652 3842953 2689431 3974948 22019738 19768571 262536 8233358 157290 98788 1258098 231461 9811063 6888355 2586901 2922708 33400416 36305576 13275 62387685 71535410 5025389 4856103 26395195 23968941 246322 1073417 102750 31666906 30001211 X 21512562 32937030 7453967 6842919 1754250 1754250 30720779 41534199 62387685 71535410 X false true true X true true X 50720890 57736804 59309861 59296768 62977671 290041994 235620 314488 288172 656668 714456 2209404 50956510 58051292 59598033 59953436 63692127 292251398 292251398 1417159 1765187 1634283 942041 795172 6553842 1417159 1765187 1634283 942041 795172 6553842 52373669 59816479 61232316 60895477 64487299 298805240 0.97810 0.97560 0.02000 0.02000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false true true false false false true 784036 false false false 784036 false false false false false ADDITIONAL INFORMATION SCHEDULE C, PART IV PART IIB LINE F: GRANTS TO OTHER ORGANIZATIONS FOR LOBBYING PURPOSES UNITED WAY PROVIDES GENERAL OPERATING SUPPORT GRANTS TO CERTAIN AGENCIES TO USE TOWARDS ADVOCACY FOR HEALTH AND HUMAN SERVICE ISSUES. EXAMPLES OF SUCH ADVOCACY INCLUDE ADVANCING EFFORTS TO INCREASE HIGH SCHOOL GRADUATION, SUPPORTING FINANCIAL SELF-SUFFICIENCY FOR LOW-INCOME PEOPLE AND DEVELOPING LONG-TERM SOLUTIONS AND RESPONSES TO PROBLEMS OF SENIOR CITIZENS. PART II B LINE 1J: UNITED WAY OCCASIONALLY ENGAGES IN ADVOCACY RELATED ACTIVITIES FOR FEDERAL AND STATE POLICIES AND PROGRAMS RELATED TO HEALTH AND HUMAN SERVICES. false false false false false false false 21053683 8908846 2649684 -1212670 -79427 31320116 26124170 648130 -4511275 1207342 21053683 0.89600 0.04800 0.05600 false false false 244752 244752 7094679 5211118 1883561 2471632 1677237 794395 2922708 OBLIGATION UNDER CAPITAL LEASE 102750 102750 63369480 53273143 10096337 1300046 -582963 717083 10813420 43780045 1300046 761701 2061747 41718298 21651182 21651182 63369480 32966625 761701 582963 1344664 31621961 21651182 21651182 53273143 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 X X X X X X true CENTER FOR RESPONSIBLE FUNDING FUNDRAISIN false 488971 118869 370102 488971 118869 370102 NJ PA FUNDRAISING 341507 238631 102876 102876 341507 238631 102876 102876 102876 true SEE ATTACHED 37909336 824 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 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES SCHEDULE I, PAGE 1, PART I, LINE 2 AGENCIES RECEIVING GENERAL OPERATING SUPPORT GRANTS ARE MONITORED VIA THE FOLLOWING: 1) AGENCIES MUST SUBMIT AN APPLICATION THAT INCLUDES EXPLANATION OF THE PROPOSED USE AND RESULTS FROM USE OF THE FUNDING. 2) AGENCIES MUST SUBMIT AT LEAST SEMI-ANNUAL OUTCOMES REPORTS, WHICH ARE REVIEWED AND EVALUATED BY UNITED WAY STAFF. 3) AGENCIES MUST SUBMIT ANNUAL AUDITS, REVIEWED BY 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. X X X X X false false false false false false false true false JILL MICHAL 243869 35735 7900 27569 315073 270445 DAVID FAIR 137488 3365 20145 160998 157406 NON-FIXED PAYMENTS PROVIDED SCHEDULE J, PAGE 1, PART I, LINE 7 THE CEO HAS AN INCENTIVE BONUS OPPORTUNITY THAT IS BASED UPON GOALS AND OBJECTIVES AROUND RESOURCE DEVELOPMENT, COMMUNITY IMPACT AND OPERATIONS THAT ARE DOCUMENTED IN THE PERFORMANCE REVIEW PROCESS. THE EXECUTIVE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ASSESSING PERFORMANCE VERSUS THOSE GOALS AND OBJECTIVES AND DETERMINING THE AWARD AMOUNT. THE INCENTIVE IS AWARDED AFTER THOROUGH REVIEW AND DISCUSSION BY THE EXECUTIVE 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 X 94 1199523 FAIR MARKET VALUE X ADVERTISING 1 140000 FAIR MARKET VALUE 94 false true true THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS SCHEDULE M, PAGE 1, PART I, LINE 32B UNITED WAY MAINTAINS A BROKERAGE ACCOUNT WITH VANGUARD THAT IS USED TO RECEIVE DONATED SECURITIES. SECURITIES ARE LIQUIDATED FROM THIS ACCOUNT UPON DONATION. 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. STRATEGIC COMMUNITY SOLUTIONS 7 BENJAMIN FRANKLIN PKWY PHILADELPHIA PA 19103 651241811 ACCEPGIFTS PA 501 7 UWSEPA false false false false false false false false false false false false false false false true false false STRATEGIC COMMUNITY SOLUTIONS P 3475