2026-05-15T18:45:57+00:00 2025-06-30 135381590 BDO USA 1801 MARKET ST STE 1200 PHILADELPHIA PA 191031634 990 2024-07-01 231556045 UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY UNIT 2156652500 1800 JFK BLVD 1200 PHILADELPHIA PA 19103 Sybille Damas VP Of Human Resources 2026-05-15 true true SAMANTHA BOKORI P01057347 2155641900 2026-05-15 2024 2025-03-06 01:10:19Z WILLIAM A GOLDERER 1800 JFK BLVD 1200 PHILADELPHIA PA 19103 51188462 false 3293 X WWW.UNITEDFORIMPACT.ORG X 1921 PA END INTERGENERATIONAL POVERTY IN OUR REGION BY HARNESSING, LEVERAGING AND STRATEGICALLY INVESTING THE COLLECTIVE POWER OF DONORS, ADVOCATES AND VOLUNTEERS. 30 30 50 750 27009 4102 16840178 13646589 600 2155973 9300792 3526124 886767 79272 27028337 19407958 15155373 10710469 0 6105834 5918445 0 1604134 3983532 4831143 25244739 21460057 1783598 -2052099 113880133 115971295 10793415 9962748 103086718 106008547 X 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. false false 3342299 2856136 COMMUNITY RESILIENCY - THE IMPACT FUND HELPS OUR NEIGHBORS MEET THEIR MOST BASIC NEEDS - FOOD, SHELTER AND SAFETY. 1573075 1554100 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. 1197860 515582 CAPACITY BUILDING - THE IMPACT FUND EMPOWERS NONPROFIT PARTNERS BY ENSURING THEY HAVE THE RESOURCES AND TOOLS TO SUCCEED. 9247817 5422201 2184980 OTHER PROGRAM SERVICES 464192 362450 EARLY LEARNING - THE IMPACT FUND HELPS PAVE THE WAY FOR IMPROVING THE QUALITY OF EDUCATION FROM AT THE EARLIEST AGE. 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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. 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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. X X X X X false false false false false false false true false WILLIAM A GOLDERER PRESIDENT & CEO 497751 0 0 0 0 0 2114 0 0 0 499865 0 0 0 AMY LEICHNER CHIEF FINANCIAL OFFICER (THRU 09/2024) 198069 0 0 0 0 0 3000 0 0 0 201069 0 0 0 ERIKA JOY ERB CHIEF MARKETING & COMMUNICATIONS OFFICER (THRU 09/2024) 212312 0 0 0 0 0 3000 0 0 0 215312 0 0 0 JENNIFER R LARKIN CHIEF DEVELOPMENT OFFICER (THRU 09/2024) 226710 0 0 0 0 0 3000 0 0 0 229710 0 0 0 KATE HOUSTOUN CHIEF IMPACT OFFICER (THRU 09/2024) 219200 0 0 0 0 0 3000 0 0 0 222200 0 0 0 MICHAEL BANKS EXECUTIVE DIRECTOR & SENIOR ADVISOR (THRU 06/2025) 221958 0 0 0 0 0 0 0 0 0 221958 0 0 0 TABITHA JENKINS GENERAL COUNSEL & CHIEF PEOPLE OFFICER (THRU 01/2025) 238632 0 0 0 0 0 3000 0 0 0 241632 0 0 0 HARRY FRANCIS MCCLOSKEY EXECUTIVE VICE PRESIDENT/CHIEF OPERATING OFFICER 235210 0 0 0 0 0 0 0 0 0 235210 0 0 0 MELISSA CULP VICE PRESIDENT OF OPERATIONS 158812 0 0 0 0 0 3000 0 0 0 161812 0 0 0 Schedule J, Part I, Line 7 Non-fixed payments 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. 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;