UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY (EIN 23-1556045)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202621359349315277
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T18:45:57+00:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135381590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 MARKET ST STE 1200 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191031634 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231556045 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 2156652500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 JFK BLVD 1200 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sybille Damas | PersonNm |
| Person Title | VP Of Human Resources | PersonTitleTxt |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SAMANTHA BOKORI | PreparerPersonNm |
| PTIN | P01057347 | PTIN |
| Phone | 2155641900 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM A GOLDERER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 JFK BLVD 1200 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $51,188,462 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 3293 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITEDFORIMPACT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1921 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | END INTERGENERATIONAL POVERTY IN OUR REGION BY HARNESSING, LEVERAGING AND STRATEGICALLY INVESTING THE COLLECTIVE POWER OF DONORS, ADVOCATES AND VOLUNTEERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 50 | TotalEmployeeCnt |
| Total Volunteers | 750 | TotalVolunteersCnt |
| Total Gross UBI | $27,009 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $4,102 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,840,178 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,646,589 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $600 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,155,973 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,300,792 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,526,124 | CYInvestmentIncomeAmt |
| PY Other Revenue | $886,767 | PYOtherRevenueAmt |
| CY Other Revenue | $79,272 | CYOtherRevenueAmt |
| PY Total Revenue | $27,028,337 | PYTotalRevenueAmt |
| CY Total Revenue | $19,407,958 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $15,155,373 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,710,469 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,105,834 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,918,445 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,604,134 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,983,532 | PYOtherExpensesAmt |
| CY Other Expenses | $4,831,143 | CYOtherExpensesAmt |
| PY Total Expenses | $25,244,739 | PYTotalExpensesAmt |
| CY Total Expenses | $21,460,057 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,783,598 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,052,099 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $113,880,133 | TotalAssetsBOYAmt |
| Total Assets EOY | $115,971,295 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,793,415 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,962,748 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $103,086,718 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $106,008,547 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNITED WAY'S MISSION IS TO END INTERGENERATIONAL POVERTY IN OUR REGION BY HARNESSING, LEVERAGING AND STRATEGICALLY INVESTING THE COLLECTIVE POWER OF DONORS, ADVOCATES AND VOLUNTEERS, TO HELP INDIVIDUALS AND FAMILIES BREAK THE CYCLE OF POVERTY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,342,299 | ExpenseAmt |
| Grant | $2,856,136 | GrantAmt |
| Desc | COMMUNITY RESILIENCY - THE IMPACT FUND HELPS OUR NEIGHBORS MEET THEIR MOST BASIC NEEDS - FOOD, SHELTER AND SAFETY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,573,075 | ExpenseAmt |
| Grant | $1,554,100 | GrantAmt |
| Desc | FINANCIAL EMPOWERMENT - THE IMPACT FUND EMPOWERS INDIVIDUALS AND FAMILIES TO SAVE MORE BY BUILDING FOUNDATIONS FOR LIFELONG FINANCIAL STABILITY INCLUDING FINANCIAL LITERACY AND ASSET DEVELOPMENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,197,860 | ExpenseAmt |
| Grant | $515,582 | GrantAmt |
| Desc | CAPACITY BUILDING - THE IMPACT FUND EMPOWERS NONPROFIT PARTNERS BY ENSURING THEY HAVE THE RESOURCES AND TOOLS TO SUCCEED. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $9,247,817 | $5,422,201 | $2,184,980 | OTHER PROGRAM SERVICES |
| $464,192 | $362,450 | EARLY LEARNING - THE IMPACT FUND HELPS PAVE THE WAY FOR IMPROVING THE QUALITY OF EDUCATION FROM AT THE EARLIEST AGE. | |
| CAREER PATHWAYS - THE IMPACT FUND EMPOWERS WORKING ADULTS TO EARN MORE BY BUILDING FOUNDATIONS FOR LIFELONG FINANCIAL STABILITY INCLUDING JOB SKILLS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $9,712,009 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $5,784,651 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $2,184,980 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $15,825,243 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 70 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 50 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYBILLE DAMAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2156652455 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 JOHN F KENNEDY BLVD STE 1200 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JOHN SALVESON | |||||||
| BOARD MEMBER, BOARD CHAIR | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARCEL PRATT | |||||||
| BOARD MEMBER, SECRETARY | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANN ARENA | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| CHEKEMMA FULMORE-TOWNSEND | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTEN WOODS | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| CLAIRE GREENWOOD | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| DALILA WILSON-SCOTT | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL P BAUDER | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS PULLIN | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ELLEN PATTERSON | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ELLEN PATTERSON | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ERINN T CORBETT-WRIGHT | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| FRANCES MCELHILL | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JIM BUCK | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN CHIN | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN LYNCH III | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| KATHERINE KEEFE | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| LESLIE RICHARDS | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| MARCUS ALLEN | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| MELISSA GRIMM | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL KERLIN | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| OMAR WOODARD | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| PETER HAAS | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| RAKIA REYNOLDS | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT MCNEILL | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| SARAH BOUCHARD | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| SARAH HARRIS | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| SHARMAIN MATLOCK-TURNER | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN GRABELL | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM J CARISS | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM L CONRAD | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| AMY LEICHNER | |||||||
| CHIEF FINANCIAL OFFICER (THRU 09/2024) | 37.5 | Yes (X) | $198,069 | $0 | $3,000 | ||
| ERIKA JOY ERB | |||||||
| CHIEF MARKETING & COMMUNICATIONS OFFICER (THRU 09/2024) | 37.5 | Yes (X) | $212,312 | $0 | $3,000 | ||
| HARRY FRANCIS MCCLOSKEY | |||||||
| EXECUTIVE VICE PRESIDENT/CHIEF OPERATING OFFICER | 37.5 | Yes (X) | $235,210 | $0 | $0 | ||
| JENNIFER R LARKIN | |||||||
| CHIEF DEVELOPMENT OFFICER (THRU 09/2024) | 37.5 | Yes (X) | $226,710 | $0 | $3,000 | ||
| KATE HOUSTOUN | |||||||
| CHIEF IMPACT OFFICER (THRU 09/2024) | 37.5 | Yes (X) | $219,200 | $0 | $3,000 | ||
| MICHAEL BANKS | |||||||
| EXECUTIVE DIRECTOR & SENIOR ADVISOR (THRU 06/2025) | 37.5 | Yes (X) | $221,958 | $0 | $0 | ||
| TABITHA JENKINS | |||||||
| GENERAL COUNSEL & CHIEF PEOPLE OFFICER (THRU 01/2025) | 37.5 | Yes (X) | $238,632 | $0 | $3,000 | ||
| WILLIAM A GOLDERER | |||||||
| PRESIDENT & CEO | 37.5 | Yes (X) | $497,751 | $0 | $2,114 | ||
| MELISSA CULP | |||||||
| VICE PRESIDENT OF OPERATIONS | 37.5 | $158,812 | $0 | $3,000 | Yes (X) | ||
| SYBILLE DAMAS | |||||||
| VICE PRESIDENT OF HUMAN RESOURCES | 37.5 | $148,254 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,356,908 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $20,114 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 22 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| ENVOY ADVISORY LLC | ||||||
| 21 BUTLER PLACE 3E | BROOKLYN | NY | 11238 | CONSULTING SERVICES | $209,000 | |
| BDO USA LLP | ||||||
| PO BOX 642743 | PITTSBURGH | PA | 152642743 | ACCOUNTING SERVICES | $206,742 | |
| DIVERSEFORCE LLC | ||||||
| 1650 MARKET STREET SUITE 3600 | PHILADELPHIA | PA | 19121 | PROFESSIONAL FEES | $154,000 | |
| PROJECT EVIDENT | ||||||
| 501 BOYLSYTON STREET | BOSTON | MA | 02116 | CONSULTING SERVICES | $146,403 | 10TH FLOOR |
| GUIDEHOUSE INC | ||||||
| PO BOX 7247-6037 | PHILADELPHIA | PA | 191706037 | PROFESSIONAL SERVICES | $127,122 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $2,157,737 | FederatedCampaignsAmt |
| All Other Contributions | $11,488,852 | AllOtherContributionsAmt |
| Total Contributions | $13,646,589 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEE FOR SERVICE | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $2,155,973 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,155,973 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,155,973 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,053,878 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $27,009 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,026,869 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,109,165 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,636,919 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,472,246 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,472,246 | TotalRevenueColumnAmt |
| Exclusion | $1,472,246 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $193,850 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $193,850 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $143,585 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,265 | TotalRevenueColumnAmt |
| Exclusion | $50,265 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS REVENUE | 900099 | $14,957 | $14,957 |
| DONOR DESIGNATION PROCESSING FEES | 561000 | $14,050 | $14,050 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $29,007 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,407,958 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,184,980 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $27,009 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,549,380 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,710,469 | TotalAmt |
| Program Services | $10,710,469 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,066,955 | TotalAmt |
| Program Services | $981,609 | ProgramServicesAmt |
| Management And General | $742,058 | ManagementAndGeneralAmt |
| Fundraising | $343,288 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,117,666 | TotalAmt |
| Program Services | $1,480,597 | ProgramServicesAmt |
| Management And General | $1,119,274 | ManagementAndGeneralAmt |
| Fundraising | $517,795 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,517 | TotalAmt |
| Program Services | $80,505 | ProgramServicesAmt |
| Management And General | $60,858 | ManagementAndGeneralAmt |
| Fundraising | $28,154 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,901 | TotalAmt |
| Program Services | $149,747 | ProgramServicesAmt |
| Management And General | $48,213 | ManagementAndGeneralAmt |
| Fundraising | $24,941 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $341,406 | TotalAmt |
| Program Services | $175,154 | ProgramServicesAmt |
| Management And General | $105,191 | ManagementAndGeneralAmt |
| Fundraising | $61,061 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,435 | TotalAmt |
| Management And General | $257,435 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,790,694 | TotalAmt |
| Program Services | $1,503,881 | ProgramServicesAmt |
| Management And General | $1,000,382 | ManagementAndGeneralAmt |
| Fundraising | $286,431 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,593 | TotalAmt |
| Program Services | $31,824 | ProgramServicesAmt |
| Management And General | $15,487 | ManagementAndGeneralAmt |
| Fundraising | $17,282 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,048 | TotalAmt |
| Program Services | $12,884 | ProgramServicesAmt |
| Management And General | $21,296 | ManagementAndGeneralAmt |
| Fundraising | $17,868 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,697 | TotalAmt |
| Program Services | $111,390 | ProgramServicesAmt |
| Management And General | $147,968 | ManagementAndGeneralAmt |
| Fundraising | $49,339 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $445,039 | TotalAmt |
| Program Services | $150,900 | ProgramServicesAmt |
| Management And General | $221,670 | ManagementAndGeneralAmt |
| Fundraising | $72,469 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,490 | TotalAmt |
| Program Services | $3,632 | ProgramServicesAmt |
| Management And General | $5,768 | ManagementAndGeneralAmt |
| Fundraising | $48,090 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,576 | TotalAmt |
| Program Services | $53,594 | ProgramServicesAmt |
| Management And General | $36,473 | ManagementAndGeneralAmt |
| Fundraising | $48,509 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,693 | TotalAmt |
| Program Services | $111,858 | ProgramServicesAmt |
| Management And General | $53,561 | ManagementAndGeneralAmt |
| Fundraising | $22,274 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,131 | TotalAmt |
| Program Services | $66,592 | ProgramServicesAmt |
| Management And General | $19,026 | ManagementAndGeneralAmt |
| Fundraising | $9,513 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,163 | TotalAmt |
| Program Services | $50,580 | ProgramServicesAmt |
| Management And General | $84,845 | ManagementAndGeneralAmt |
| Fundraising | $27,738 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | $188,947 | $124,782 | $48,627 | $15,538 |
| MISCELLANEOUS EXPENSE | $81,637 | $25,245 | $42,548 | $13,844 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,460,057 | TotalAmt |
| Program Services | $15,825,243 | ProgramServicesAmt |
| Management And General | $4,030,680 | ManagementAndGeneralAmt |
| Fundraising | $1,604,134 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,003,806 | BOYAmt |
| EOY | $16,236,307 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,976,703 | BOYAmt |
| EOY | $5,996,025 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,066,990 | BOYAmt |
| EOY | $1,533,834 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $403,830 | BOYAmt |
| EOY | $348,509 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,028,970 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,974,767 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,213 | BOYAmt |
| EOY | $54,203 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,191,658 | BOYAmt |
| EOY | $8,954,639 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,759,028 | BOYAmt |
| EOY | $81,109,392 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,341,905 | BOYAmt |
| EOY | $1,738,386 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,880,133 | BOYAmt |
| EOY | $115,971,295 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,505,416 | BOYAmt |
| EOY | $1,985,555 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,746,551 | BOYAmt |
| EOY | $5,932,290 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,667 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,439,781 | BOYAmt |
| EOY | $2,044,903 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,793,415 | BOYAmt |
| EOY | $9,962,748 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,454,295 | BOYAmt |
| EOY | $72,252,356 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,632,423 | BOYAmt |
| EOY | $33,756,191 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,086,718 | BOYAmt |
| EOY | $106,008,547 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,880,133 | BOYAmt |
| EOY | $115,971,295 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,052,099 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,973,928 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,381,473 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,426,446 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,196,395 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,840,178 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,646,589 | CurrentTaxYearAmt |
| Total | $120,491,081 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,381,473 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,426,446 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,196,395 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,840,178 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,646,589 | CurrentTaxYearAmt |
| Total | $120,491,081 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $120,491,081 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $425,309 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $259,798 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $586,635 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,338,880 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,026,869 | CurrentTaxYearAmt |
| Total | $5,637,491 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $126,128,572 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,348,639 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95530 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97118 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $77,710,408 | BeginningYearBalanceAmt |
| Contributions | $2,631,545 | ContributionsAmt |
| Investment Earnings Or Losses | $5,186,944 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,125,649 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $183,520 | AdministrativeExpensesAmt |
| End Year Balance | $82,219,728 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,395,677 | BeginningYearBalanceAmt |
| Contributions | $1,552,090 | ContributionsAmt |
| Investment Earnings Or Losses | $8,248,377 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,485,736 | GrantsOrScholarshipsAmt |
| End Year Balance | $77,710,408 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $66,929,114 | BeginningYearBalanceAmt |
| Contributions | $1,508,382 | ContributionsAmt |
| Investment Earnings Or Losses | $6,498,584 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,390,403 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $150,000 | AdministrativeExpensesAmt |
| End Year Balance | $71,395,677 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $82,387,327 | BeginningYearBalanceAmt |
| Contributions | $13,627 | ContributionsAmt |
| Investment Earnings Or Losses | -$11,938,832 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,341,263 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $191,745 | AdministrativeExpensesAmt |
| End Year Balance | $66,929,114 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,498,186 | BeginningYearBalanceAmt |
| Contributions | $451,800 | ContributionsAmt |
| Investment Earnings Or Losses | $17,875,107 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,220,916 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $216,850 | AdministrativeExpensesAmt |
| End Year Balance | $82,387,327 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.673 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.224 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.103 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $65,301 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,739 | DepreciationAmt |
| Book Value | $31,562 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,747,906 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,727,790 | DepreciationAmt |
| Book Value | $20,116 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,215,763 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,213,238 | DepreciationAmt |
| Book Value | $2,525 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $54,203 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Closely-held equity interests | |
| Financial derivatives | |
| INVESTMENT - GLENMEDE | $68,219,844 |
| INVESTMENT - THE KEYSTONE FUND | $12,889,548 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $81,109,392 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| OPERATING LEASE LIABILITY | $1,838,153 |
| FUNDS HELD FOR OTHERS | $206,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,044,903 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part IV, Line 2b Explanation of escrow agreement | IN 2021, UWGPSNJ ENTERED INTO A PUBLIC PRIVATE PARTNERSHIP WITH THE CITY OF PHILADELPHIA TO FIGHT POVERTY. THE PHILADELPHIA POVERTY ACTION FUND ("PPAF"), ALSO KNOWN AS "THE PROMISE", WAS ESTABLISHED TO PROVIDE DIRECT PROGRAMS AND SERVICES THAT DEMONSTRABLY REDUCE POVERTY. PPAF IS FUNDED BY THE CITY AS WELL AS DONATIONS FROM PRIVATE DONORS. UWGPSNJ DOES NOT CONTROL PPAF. AS FISCAL AGENT, UWGPSNJ COLLECTED FUNDS ON BEHALF OF PPAF WHICH IS INCLUDED IN FUNDS HELD FOR OTHERS ON THE STATEMENT OF FINANCIAL POSITION. NO ACTIVITY RELATED TO PPAF HAS BEEN REPORTED ON THE FORM 990. PPAF FILES ITS OWN FORM 990, AS REQUIRED. AS OF JUNE 30, 2025, THERE ARE $0 FUNDS HELD BY UWGPSNJ. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | UNITED WAY MAINTAINS ENDOWMENT FUNDS WHICH CONSIST OF BOARD DESIGNATED QUASI ENDOWMENT FUNDS, TEMPORARILY RESTRICTED FUNDS, AND PERMANENTLY RESTRICTED FUNDS. THE FUNDS ARE MANAGED BY GLENMEDE AND TIFF. UNITED WAY'S INTENDED USE OF THE ENDOWMENT IS TO PRESERVE THE FAIR VALUE OF THE PRINCIPAL 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 APPROXIMATELY 5% OF THE FIVE YEAR AVERAGE MARKET VALUE OF FUNDS AS OF SEPTEMBER 30 OF EACH YEAR, EXCEPT WHERE DONOR RESTRICTIONS SPECIFY OTHERWISE. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, UWGPSNJ DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN, WHICH WOULD REQUIRE ADJUSTMENT OR DISCLOSURE IN THE FINANCIAL STATEMENTS. UWGPSNJ INFORMATION RETURNS FOR THE PAST THREE YEARS ARE GENERALLY OPEN FOR EXAMINATION BY U.S. FEDERAL, STATE, AND LOCAL TAXING AUTHORITIES. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Summit | Event1Nm |
| Gross Receipts Event1 | $193,850 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $193,850 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $143,585 | OtherDirectExpensesEvent1Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $193,850 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $193,850 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $143,585 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $143,585 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $50,265 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (57 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| UW OF SOUTHWESTERN PENNSYLVANIA | ||||||||
| 1250 PENN AVENUE | PITTSBURGH | PA | 15222 | 251043578 | 501(C)(3) | $1,588,855 | OPERATING SUPPORT / DONOR DESIGNATED | |
| GREATER PHL COMMUNITY ALLIANCE | ||||||||
| 1920 S 20TH STREET | PHILADELPHIA | PA | 19145 | 231365980 | 501(C)(3) | $664,574 | OPERATING SUPPORT / DONOR DESIGNATED | |
| AFRICAN CULTURAL ALL OF N AMERICA INC | ||||||||
| 5530 CHESTER AVE | PHILADELPHIA | PA | 19143 | 233062024 | 501(C)(3) | $529,938 | OPERATING SUPPORT / DONOR DESIGNATED | |
| CAMPAIGN FOR WORKING FAMILIES | ||||||||
| 935 N 29TH STREET | PHILADELPHIA | PA | 19130 | 475617041 | 501(C)(3) | $521,000 | OPERATING SUPPORT | |
| LOCAL INITIATIVES SUPPORT CORP PHL | ||||||||
| 718 ARCH ST | PHILADELPHIA | PA | 19106 | 133030229 | 501(C)(3) | $500,000 | OPERATING SUPPORT | 5S |
| COMMUNITY LEGAL SERVICES INC | ||||||||
| 1424 CHESTNUT ST | PHILADELPHIA | PA | 19102 | 231671562 | 501(C)(3) | $500,000 | OPERATING SUPPORT | |
| PHL LAWYERS FOR SOCIAL EQUITY | ||||||||
| 2221 W VENANGO ST | PHILADELPHIA | PA | 19140 | 452980014 | 501(C)(3) | $500,000 | OPERATING SUPPORT | |
| DREXEL UNIVERSITY | ||||||||
| 3141 CHESTNUT ST | PHL | PA | 19104 | 231352630 | 501(C)(3) | $326,695 | OPERATING SUPPORT / DONOR DESIGNATED | STE 1002 |
| TRUSTEES OF UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | 231352685 | 501(C)(3) | $250,000 | OPERATING SUPPORT | |
| SAMUEL S FELS FUND | ||||||||
| 1528 WALNUT ST | PHL | PA | 19102 | 231365325 | 501(C)(3) | $220,000 | OPERATING SUPPORT | STE 1002 |
| DEFENDER ASSOCIATION OF PHILADELPHIA | ||||||||
| 1441 SANSOM STREET | PHILADELPHIA | PA | 19102 | 231445669 | 501(C)(3) | $177,751 | OPERATING SUPPORT / DONOR DESIGNATED | |
| NJ 2-1-1 PARTNERSHIP | ||||||||
| PO BOX 504 | CEDAR KNOLLS | PA | 07927 | 223338917 | 501(C)(3) | $160,000 | OPERATING SUPPORT / DONOR DESIGNATED | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 1617 JOHN F KENNEDY BLVD | PHILADELPHIA | PA | 19103 | 135613797 | 501(C)(3) | $150,000 | OPERATING SUPPORT | |
| BEECH COMMUNITY SERVICES | ||||||||
| 1510 CECIL B MOORE AVENUE | PHILADELPHIA | PA | 19121 | 204968928 | 501(C)(3) | $150,000 | OPERATING SUPPORT | |
| PUBLIC HEALTH MANAGEMENT CORPORATION | ||||||||
| 1500 MARKET STREET | PHILADELPHIA | PA | 19102 | 237221025 | 501(C)(3) | $135,000 | OPERATING SUPPORT | |
| MEDIA FELLOWSHIP HOUSE | ||||||||
| 302 S JACKSON STREET | MEDIA | PA | 19063 | 231529964 | 501(C)(3) | $130,000 | OPERATING SUPPORT | |
| OPEN HEARTH INC | ||||||||
| 101 N MAIN STREET | SPRING CITY | PA | 19475 | 232652023 | 501(C)(3) | $130,000 | OPERATING SUPPORT | |
| CLARIFI | ||||||||
| 1635 MARKET STREET | PHILADELPHIA | PA | 19103 | 231671903 | 501(C)(3) | $115,000 | OPERATING SUPPORT | |
| SOUTHEAST ASIAN MUTUAL ASSISTANCE ASSOCIATIONS COALITION | ||||||||
| 1711 S BROAD STREET | PHILADELPHIA | PA | 19148 | 222541120 | 501(C)(3) | $105,000 | OPERATING SUPPORT | |
| NUEVA ESPERANZA INC | ||||||||
| 4261 N 5TH STREET | PHILADELPHIA | PA | 19140 | 232552707 | 501(C)(3) | $105,000 | OPERATING SUPPORT | |
| BEYOND LITERACY | ||||||||
| 2204 SOUTH STREET | PHILADELPHIA | PA | 19146 | 237043544 | 501(C)(3) | $105,000 | OPERATING SUPPORT | |
| REINVESTMENT FUND (THE) | ||||||||
| 1700 MARKET STREET | PHILADELPHIA | PA | 19103 | 232331946 | 501(C)(3) | $103,200 | OPERATING SUPPORT / DONOR DESIGNATED | 19TH FLOOR |
| READING ALLOWED | ||||||||
| 275 S 19TH STREET | PHILADELPHIA | PA | 19103 | 841834946 | 501(C)(3) | $90,950 | OPERATING SUPPORT | |
| ECONOMY LEAGUE OF GREATER PHILADELPHIA | ||||||||
| 1800 JOHN F KENNEDY BLVD | PHILADELPHIA | PA | 19103 | 231352264 | 501(C)(3) | $80,000 | OPERATING SUPPORT | |
| UPLIFT SOLUTIONS INC | ||||||||
| 2221 W VENANGO ST | PHILADELPHIA | PA | 19140 | 943471934 | 501(C)(3) | $80,000 | OPERATING SUPPORT | |
| PHILADELPHIA AFL-CIO | ||||||||
| 22 SOUTH 22ND STREET | PHILADELPHIA | PA | 19103 | 231580308 | 501(C)(3) | $71,250 | OPERATING SUPPORT / DONOR DESIGNATED | 2ND FLOOR |
| COMMUNITY COLLEGE OF PHILADELPHIA FOUNDATION | ||||||||
| 1700 SPRING GARDEN STREET | PHILADELPHIA | PA | 19130 | 232612698 | 501(C)(3) | $66,000 | OPERATING SUPPORT | |
| FEDERATION OF NEIGHBORHOOD CENTERS | ||||||||
| 1901 S 9TH STREET | PHILADELPHIA | PA | 19148 | 231630073 | 501(C)(3) | $60,000 | OPERATING SUPPORT | |
| FATHER'S DAY RALLY COMMITTEE INC | ||||||||
| 2101 CECIL B MOORE AVENUE | PHILADELPHIA | PA | 19121 | 232750010 | 501(C)(3) | $60,000 | OPERATING SUPPORT | |
| EASTERN NORTH PHILADELPHIA WORKFORCE DEVELOPMENT CORP | ||||||||
| 4261 N 5TH STREET | PHILADELPHIA | PA | 19140 | 232978010 | 501(C)(3) | $60,000 | OPERATING SUPPORT | |
| NOMO FOUNDATION | ||||||||
| 925 N BROAD ST | PHILADELPHIA | PA | 19123 | 450537186 | 501(C)(3) | $60,000 | OPERATING SUPPORT | |
| PHILADELPHIA INDUSTRIAL DEVELOPMENT CORPORATION | ||||||||
| 1500 MARKET STREET | PHILADELPHIA | PA | 19102 | 236050858 | 501(C)(3) | $57,500 | OPERATING SUPPORT / DONOR DESIGNATED | |
| ACLAMO | ||||||||
| 512 W MARSHALL STREET | NORRISTOWN | PA | 19401 | 232059489 | 501(C)(3) | $50,000 | OPERATING SUPPORT | |
| LITERACY COUNCIL OF NORRISTOWN | ||||||||
| 113 E AIRY STREET | NORRISTOWN | PA | 19401 | 232480501 | 501(C)(3) | $50,000 | OPERATING SUPPORT | |
| CHESTER EDUCATION FOUNDATION | ||||||||
| 419 AVENUE OF THE STATES | CHESTER | PA | 19013 | 232576096 | 501(C)(3) | $50,000 | OPERATING SUPPORT | |
| URBAN AFFAIRS COALITION | ||||||||
| 1207 CHESTNUT STREET | PHILADELPHIA | PA | 19107 | 237046393 | 501(C)(3) | $50,000 | OPERATING SUPPORT | |
| UNITED WAY OF PENNSYLVANIA | ||||||||
| 240 N 3RD STREET | HARRISBURG | PA | 17101 | 231672348 | 501(C)(3) | $40,000 | OPERATING SUPPORT | |
| PARKSIDE BUSINESS AND COMMUNITY IN PARTNERSHIP INC | ||||||||
| 1208 HADDON AVENUE | CAMDEN | NJ | 08103 | 223242446 | 501(C)(3) | $35,000 | OPERATING SUPPORT | |
| WOMEN'S OPPORTUNITIES RESOURCE CENTER | ||||||||
| 2010 CHESTNUT STREET | PHILADELPHIA | PA | 19103 | 232741508 | 501(C)(3) | $35,000 | OPERATING SUPPORT | |
| TECHNOLOGY LEARNING COLLABORATIVE | ||||||||
| 2101 EAST YORK ST | PHILADELPHIA | PA | 19125 | 863540858 | 501(C)(3) | $34,980 | OPERATING SUPPORT | |
| WHY NOT PROSPER INC | ||||||||
| 717 E CHELTEN AVENUE | PHILADELPHIA | PA | 19144 | 233089308 | 501(C)(3) | $33,333 | OPERATING SUPPORT | |
| ABOLITIONIST LAW CENTER | ||||||||
| PO BOX 8654 | PITTSBURGH | PA | 15221 | 462132412 | 501(C)(3) | $33,333 | OPERATING SUPPORT | |
| COLLECTIVE CLIMB | ||||||||
| 5541 FLORENCE AVE | PHILADELPHIA | PA | 19143 | 852073531 | 501(C)(3) | $33,333 | OPERATING SUPPORT | |
| FIRST STEP STAFFING | ||||||||
| 1952 E ALLEGHENY AVENUE | PHILADELPHIA | PA | 19134 | 208038859 | 501(C)(3) | $30,000 | OPERATING SUPPORT | |
| URBAN LEAGUE OF PHILADELPHIA INC | ||||||||
| 121 S BROAD STREET | PHILADELPHIA | PA | 19107 | 231429810 | 501(C)(3) | $30,000 | OPERATING SUPPORT | 6TH FLOOR |
| ACHIEVEABILITY | ||||||||
| 5901 MARKET STREET | PHILADELPHIA | PA | 19139 | 232215980 | 501(C)(3) | $30,000 | OPERATING SUPPORT | |
| THE REAWAKENING AGENCY | ||||||||
| 1114 S 23RD ST | PHILADELPHIA | PA | 19146 | 824439930 | 501(C)(3) | $30,000 | OPERATING SUPPORT | |
| MAKE IT HAPPEN PHILLY INC | ||||||||
| 1217 HERBERT ST | PHILADELPHIA | PA | 19124 | 831942127 | 501(C)(3) | $30,000 | OPERATING SUPPORT | |
| BRYN MAWR COLLEGENELI | ||||||||
| 300 AIRDALE ROAD | BRYN MAWR | PA | 19010 | 231352621 | 501(C)(3) | $20,000 | OPERATING SUPPORT | |
| THOMAS SCATTERGOOD BEHAVIORAL HEALTH FOUNDATION | ||||||||
| 833 CHESTNUT STREET | PHILADELPHIA | PA | 19107 | 231352178 | 501(C)(3) | $15,000 | OPERATING SUPPORT | 11TH FLOOR |
| CEIBA INC | ||||||||
| 174 DIAMOND STREET | PHILADELPHIA | PA | 19122 | 232732783 | 501(C)(3) | $15,000 | OPERATING SUPPORT | |
| BRIDGES TO WEALTH | ||||||||
| 700 LOCUST ST | PHILADELPHIA | PA | 19106 | 131837418 | 501(C)(3) | $10,000 | OPERATING SUPPORT | |
| LATIN AMERICAN ECONOMIC DEVELOPMENT ASSOCIATION INC | ||||||||
| 433 MARKET STREET | CAMDEN | NJ | 08102 | 222846440 | 501(C)(3) | $10,000 | OPERATING SUPPORT | 2ND FLOOR |
| CAMPAIGN FOR THE FAIR SENTENCING OF YOUTH | ||||||||
| 1319 F STREET NW | WASHINGTON | DC | 20004 | 273761788 | 501(C)(3) | $10,000 | OPERATING SUPPORT | |
| NEWFOUND RISEUP FUND | ||||||||
| 1435 WALNUT ST | PHILADELPHIA | PA | 19103 | 854284101 | 501(C)(3) | $10,000 | OPERATING SUPPORT | |
| PARKER STRATEGY GROUP LLC | ||||||||
| 30 SOUTH 15TH ST | PHILADELPHIA | PA | 19102 | 993035371 | 501(C)(3) | $10,000 | OPERATING SUPPORT | |
| THOMAS JEFFERSON UNIVERSITY FINANCIAL AID OFFICE | ||||||||
| 1020 WALNUT STREET | PHILADELPHIA | PA | 19107 | 231352651 | 501(C)(3) | $6,000 | OPERATING SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 57 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| 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 WHICH ARE REVIEWED BY CPAS AS WELL AS BY UNITED WAY STAFF; 4) AGENCIES MUST CERTIFY THAT THEY HAVE RECEIVED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT STATUS AND ARE IN COMPLIANCE WITH THE USA PATRIOT ACT. AGENCIES RECEIVING 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 THE DELIVERABLE; 2) AGENCIES MUST SUBMIT OUTCOMES REPORTS WHICH ARE REVIEWED BY UNITED WAY STAFF; 3) AGENCIES MUST CERTIFY THAT THEY ARE IN COMPLIANCE WITH THE USA PATRIOT ACT. AGENCIES RECEIVING FUNDING PASSED THROUGH VIA RESTRICTED GRANTS MUST SUBMIT NARRATIVE REPORTS DETAILING OUTCOMES RELATED TO THE GRANTS AS WELL AS FINANCIAL REPORTS DETAILING THE SPENDING. AGENCIES ELIGIBLE FOR DESIGNATIONS THROUGH UNITED WAY'S DONOR CHOICE PROGRAM MUST UNDERGO SCREENING PRIOR TO RECEIVING FUNDING. THEY MUST CERTIFY THAT THEY HAVE RECEIVED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT STATUS AND ARE IN COMPLIANCE WITH THE USA PATRIOT ACT. PLEASE NOTE THAT THE DIFFERENCE BETWEEN THE TOTAL AMOUNT DETAILED ON THIS SCHEDULE AND "GRANTS AND OTHER ASSISTANCE" IN FORM 990, PART IX IS PRIMARILY DUE TO THE FACT THAT THIS SCHEDULE INCLUDES ALL CASH PAYMENTS MADE TO THE 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 GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY PROCESSES SOME LARGE CAMPAIGNS FOR COMPANIES ON A NATIONAL LEVEL. THESE CAMPAIGNS INCLUDED FUNDS RAISED BY OTHER UNITED WAYS. AS THESE FUNDS ARE RAISED BY OTHER UNITED WAYS, UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY DOES NOT COUNT THESE DOLLARS AS PART OF OUR REVENUE TOTAL. THEREFORE, THERE ARE NO CORRESPONDING DESIGNATION EXPENSES. WE RECORD THESE DOLLARS AS A RECEIVABLE, SINCE WE WILL COLLECT THE FUNDS AND AS A LIABILITY SINCE WE DISTRIBUTE THE FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM A GOLDERER | ||||||||||||||
| PRESIDENT & CEO | $497,751 | $0 | $0 | $0 | $0 | $0 | $2,114 | $0 | $0 | $0 | $499,865 | $0 | $0 | $0 |
| AMY LEICHNER | ||||||||||||||
| CHIEF FINANCIAL OFFICER (THRU 09/2024) | $198,069 | $0 | $0 | $0 | $0 | $0 | $3,000 | $0 | $0 | $0 | $201,069 | $0 | $0 | $0 |
| ERIKA JOY ERB | ||||||||||||||
| CHIEF MARKETING & COMMUNICATIONS OFFICER (THRU 09/2024) | $212,312 | $0 | $0 | $0 | $0 | $0 | $3,000 | $0 | $0 | $0 | $215,312 | $0 | $0 | $0 |
| JENNIFER R LARKIN | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER (THRU 09/2024) | $226,710 | $0 | $0 | $0 | $0 | $0 | $3,000 | $0 | $0 | $0 | $229,710 | $0 | $0 | $0 |
| KATE HOUSTOUN | ||||||||||||||
| CHIEF IMPACT OFFICER (THRU 09/2024) | $219,200 | $0 | $0 | $0 | $0 | $0 | $3,000 | $0 | $0 | $0 | $222,200 | $0 | $0 | $0 |
| MICHAEL BANKS | ||||||||||||||
| EXECUTIVE DIRECTOR & SENIOR ADVISOR (THRU 06/2025) | $221,958 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $221,958 | $0 | $0 | $0 |
| TABITHA JENKINS | ||||||||||||||
| GENERAL COUNSEL & CHIEF PEOPLE OFFICER (THRU 01/2025) | $238,632 | $0 | $0 | $0 | $0 | $0 | $3,000 | $0 | $0 | $0 | $241,632 | $0 | $0 | $0 |
| HARRY FRANCIS MCCLOSKEY | ||||||||||||||
| EXECUTIVE VICE PRESIDENT/CHIEF OPERATING OFFICER | $235,210 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $235,210 | $0 | $0 | $0 |
| MELISSA CULP | ||||||||||||||
| VICE PRESIDENT OF OPERATIONS | $158,812 | $0 | $0 | $0 | $0 | $0 | $3,000 | $0 | $0 | $0 | $161,812 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 7 Non-fixed payments | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT AND CEO HAS AN INCENTIVE BONUS OPPORTUNITY THAT IS BASED UPON GOALS AND OBJECTIVES AROUND RESOURCE DEVELOPMENT, COMMUNITY IMPACT AND OPERATIONS WHICH 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 9,247,817 including grants of $ 5,422,201)(Revenue $ 2,184,980) OTHER PROGRAM SERVICES |
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 464,192 including grants of $ 362,450) EARLY LEARNING - THE IMPACT FUND HELPS PAVE THE WAY FOR IMPROVING THE QUALITY OF EDUCATION FROM AT THE EARLIEST AGE. |
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ including grants of $) CAREER PATHWAYS - THE IMPACT FUND EMPOWERS WORKING ADULTS TO EARN MORE BY BUILDING FOUNDATIONS FOR LIFELONG FINANCIAL STABILITY INCLUDING JOB SKILLS. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | UNITED WAY'S 990 IS REVIEWED BY OUR FINANCE AND AUDIT COMMITTEE. AFTER THE 990 IS APPROVED BY THE F&A COMMITTEE, IT IS DISTRIBUTED TO THE FULL BOARD FOR THEIR RECORDS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | 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 THAT INDIVIDUAL IS NOT PERMITTED TO VOTE ON THE ISSUE. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | CEO COMPENSATION IS DETERMINED THROUGH A DOCUMENTED PROTOCOL AND PROCESS CONSISTING OF THE FOLLOWING ELEMENTS: 1. BOARD OF DIRECTORS OVERSIGHT: CEO PERFORMANCE COMPENSATION IS OVERSEEN BY THE 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 UWGPSNJ'S GOVERNANCE COMMITTEE. 2. EXTERNALLY PREPARED COMPARATIVE SALARY DATA: COMPARATIVE SALARY DATA FOR THE CEO HAS BEEN RESEARCHED BY AN INDEPENDENT PROFESSIONAL COMPENSATION CONSULTANT. THE EXECUTIVE COMMITTEE IS PROVIDED WITH CEO SALARY INFORMATION BASED EXTERNAL SURVEYS, CAPTURING NATIONAL, REGIONAL, AND LOCAL COMPENSATION DATA FOR SIMILARLY SIZED ORGANIZATIONS. 3. PERFORMANCE BASED SYSTEM: CEO PERFORMANCE IS ANNUALLY ASSESSED FOR THE CEO BY THE CHAIR, WITH INPUT BY ALL DIRECTORS' THE BOARD'S EXECUTIVE COMMITTEE. 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. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED UNDER A STRUCTURED PROCESS OVERSEEN BY THE FINANCE & AUDIT COMMITTEE OF THE BOARD. UNITED WAY USES A SALARY GRADE FRAMEWORK THAT DIFFERENTIATES ROLES BY SCOPE OF RESPONSIBILITY, DECISION-MAKING AUTHORITY, FINANCIAL ACCOUNTABILITY, AND LEADERSHIP EXPECTATIONS. FOR EXAMPLE, VICE PRESIDENTS (GRADE 8) ARE RESPONSIBLE FOR ENTERPRISE-WIDE INITIATIVES AND LONG-TERM STRATEGIC DIRECTION, WHILE MANAGING DIRECTORS (GRADE 7) AND DIRECTORS (GRADE 6) LEAD VERTICALS OR DEPARTMENTS WITH DEFINED BUDGETS AND STAFF OVERSIGHT. BASE SALARY RANGES FOR EACH GRADE ARE REVIEWED ANNUALLY AND INFORMED BY MARKET COMPARABILITY DATA, INCLUDING NONPROFIT AND INDUSTRY COMPENSATION SURVEYS, AS WELL AS PEER UNITED WAY ORGANIZATIONS. ADJUSTMENTS TO OFFICER OR KEY EMPLOYEE COMPENSATION MAY ALSO REFLECT INDIVIDUAL PERFORMANCE, TENURE, AND SPECIALIZED EXPERTISE. THE COMPENSATION-SETTING PROCESS IS CONDUCTED WITH INDEPENDENCE: RECOMMENDATIONS ARE REVIEWED AND APPROVED BY THE FINANCE & AUDIT COMMITTEE (OR EXECUTIVE COMMITTEE OF THE BOARD, AS APPROPRIATE), WITH THE AFFECTED INDIVIDUAL NOT PRESENT DURING DELIBERATIONS. ALL DECISIONS ARE DOCUMENTED IN COMMITTEE MINUTES AND MAINTAINED AS PART OF THE ORGANIZATION'S PERMANENT RECORDS. THIS PROCESS ENSURES THAT COMPENSATION IS REASONABLE, COMPETITIVE, AND ALIGNED WITH ORGANIZATIONAL RESPONSIBILITIES AND PERFORMANCE EXPECTATIONS. |
| Form 990, Part VI, Line 19 Required documents available to the public | UNITED WAY MAKES OUR FINANCIAL STATEMENTS AND FORM 990 AVAILABLE ON OUR WEBSITES. ADDITIONALLY, THESE ARE MADE AVAILABLE UPON REQUEST. OUR GOVERNING DOCUMENTS AND CODE OF ETHICS ARE MADE AVAILABLE UPON REQUEST. |
| Form 990, Part VIII, Line 12 | UNITED WAY'S OVERHEAD CALCULATION FOR THE YEAR ENDED JUNE 30, 2024 IS AS FOLLOWS: NUMERATOR: MGMT AND GENERAL - PART IX, COLUMN C, LINE 25 $3,430,355 FUNDRAISING - PART IX, COLUMN D, LINE 25 $1,682,278 TOTAL NUMERATOR: $5,112,633 DENOMINATOR: TOTAL REVENUE, PART VIII, COLUMN A, LINE 12 $27,028,337 OVERHEAD RATE: 18.9% PLEASE NOTE THAT UNITED WAY CHARGES A COST RECOVERY FEE OF 12.5% ON EACH DONATED GIFT. THIS FEE IS INTENDED TO RECOVER THE COSTS INCURRED TO RAISE, COLLECT, ADMINISTER AND DISTRIBUTE GIFTS FROM CAMPAIGN REVENUE. SUCH COSTS INCLUDE FUNDRAISING, MARKETING, PLEDGE PROCESSING, CUSTOMER SERVICE, FINANCE, AND INFORMATION TECHNOLOGY. THIS RATE IS LOWER THAN THE OVERHEAD RATE CALCULATED ABOVE DUE TO THE FACT THAT THE COST RECOVERY RATE FOR THE 990 FILLING INCLUDES ACTUAL INVESTMENT INCOME AND GAINS AND LOSSES FOR THE YEAR, WHILE THE COST RECOVERY FEE CALCULATION INCLUDED AMOUNTS UTILIZED THROUGH OUR SPENDING POLICY. A PERCENTAGE OF THE MARKET VALUE OF INVESTMENTS AS OF SEPTEMBER 30TH IS USED TO OFFSET EXPENSES. ADDITIONALLY, THE METHODOLOGY FOR CALCULATING OVERHEAD ON THE FORM 990 AND OUR COST RECOVERY RATE DIFFERS. THE COST RECOVERY RATE IS INTENDED TO RECOVER OVERHEAD COSTS NET OF OFFSETTING INCOME, SUCH AS RENTAL AND MISCELLANEOUS INCOME AND THE SPENDING POLICY, FROM CAMPAIGN REVENUE ONLY. THE FORM 990 CALCULATION DIVIDES ACTUAL GROSS EXPENSES BY TOTAL REVENUE FROM ALL SOURCES. |
| Form 990, Part IX, Line 21 | PAYMENT TO AFFILIATES: REPRESENT ANNUAL DUES PAID TO UNITED WAY WORLDWIDE. |
| Form 990, Part IX, Line 11g Other Fees | OTHER PROFESSIONAL FEES - Total Expense: 2790694, Program Service Expense: 1503881, Management and General Expenses: 1000382, Fundraising Expenses: 286431; |