2024-05-13T17:57:40-05:00 2023-06-30 111986323 MARCUM LLP 1601 MARKET STREET FL 4 PHILADELPHIA PA 19103 990 2022-07-01 232913784 UNIVERSITY CITY DISTRICT UNIV 2152430555 3940-42 CHESTNUT STREET PHILADELPHIA PA 19104 MATTHEW BERGHEISER PRESIDENT 2152430555 2024-05-13 1 MATTHEW BERGHEISER 999009999 0 FRANK SMITH P00639053 2152972100 2024-05-13 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MATTHEW BERGHEISER 3490 CHESTNUT ST PHILADELPHIA PA 19104 10407398 0 X WWW.UNIVERSITYCITY.ORG X 1997 PA TO FOSTER A VIBRANT, COMPETITIVE UNIVERSITY CITY. 26 26 46 27 0 0 9484031 6989320 3334749 3223315 144196 124066 0 0 12962976 10336701 645014 104069 0 0 3313077 3691206 0 0 137020 7496754 7626052 11454845 11421327 1508131 -1084626 12660526 11356465 3446890 3345674 9213636 8010791 X UNIVERSITY CITY DISTRICT IS A PARTNERSHIP OF WORLD-RENOWNED ANCHOR INSTITUTIONS, SMALL BUSINESSES AND RESIDENTS THAT CREATES OPPORTUNITY, IMPROVES ECONOMIC VITALITY AND QUALITY OF LIFE IN THE UNIVERSITY CITY AREA OF WEST PHILADELPHIA. OUR PRIMARY MISSION IS COMMUNITY REVITALIZATION. WE WORK WITHIN A PLACE-BASED, DATA-DRIVEN FRAMEWORK TO INVEST IN WORLD-CLASS PUBLIC SPACES, ADDRESS CRIME AND PUBLIC SAFETY, BRING LIFE TO COMMERCIAL CORRIDORS, CONNECT LOW-INCOME RESIDENTS TO CAREERS, AND PROMOTE JOB GROWTH AND INNOVATION. 0 0 4163228 872943 CLEAN AND SAFE - UNIVERSITY CITY DISTRICT IS DEDICATED TO THE PHYSICAL BEAUTY AND SAFETY OF OUR NEIGHBORHOOD. OUR PUBLIC SPACE MAINTENANCE EMPLOYEES WORK SEVEN DAYS A WEEK TO CLEAN AND ENHANCE MORE THAN 160 COMMERCIAL AND RESIDENTIAL BLOCKS THROUGH STREET CLEANINGS, GRAFFITI REMOVAL, TRASH COLLECTION, AND MORE. OUR PUBLIC SAFETY AMBASSADORS PATROL THE STREETS AND SERVE AS HIGHLY-VISIBLE DETERRENTS TO CRIME WHILE OFFERING ASSISTANCE TO THOSE IN NEED, FROM RESIDENTS TO LOCAL EMPLOYEES TO THE UNHOUSED POPULATION. APPROXIMATELY 187,000 PEOPLE, 650 ORGANIZATIONS AND BUSINESSES BENEFIT FROM THE PROGRAM. 1966339 104069 148500 THE WEST PHILADELPHIA SKILLS INITIATIVE - UNIVERSITY CITY DISTRICT'S NATIONALLY RECOGNIZED WEST PHILADELPHIA SKILLS INITIATIVE (WPSI) IS THE BOLD SOLUTION NECESSARY TO CLOSE THE OPPORTUNITY GAP IN PHILADELPHIA. FOR OVER TEN YEARS, WPSI HAS SOLIDIFIED ITS ROLE AS ONE OF THE HIGHEST-PERFORMING WORKFORCE INTERMEDIARIES IN THE COUNTRY BY BUILDING CUSTOMIZED TALENT SOLUTIONS THAT BRIDGE THE DIVIDE BETWEEN UNEMPLOYED PHILADELPHIANS SEEKING OPPORTUNITY AND EMPLOYERS SEEKING TALENT. THE SKILLS INITIATIVE RUNS YEAR-ROUND, COHORT-BASED, JOBS-DRIVEN TRAINING MODELS THAT HARNESS THE HIRING POWER OF OUR AREA'S MAJOR EMPLOYERS WHILE CULTIVATING OUR NEIGHBORS' TALENT. APPROXIMATELY 295 PEOPLE AND 80 ORGANIZATIONS AND BUSINESSES HAVE BEEN AFFILIATED WITH THE PROGRAM IN THE PREVIOUS YEAR. 1942015 1577846 ECONOMIC DEVELOPMENT - UNIVERSITY CITY DISTRICT HAS EXTENSIVE EXPERIENCE CREATING ALL-SEASON TEMPORARY SPACES THAT ATTRACT VISITORS, GENERATE ECONOMIC ACTIVITY, AND FOSTER COMMUNITY. UCD HAS SPEARHEADED SUCCESSFUL PROJECTS IN PHILADELPHIA INCLUDING THE PORCH AT 30TH STREET STATION, TROLLEY PORTAL GARDENS, AND THE LUCY BUS SYSTEM IN PARTNERSHIP WITH SEPTA. UCD ALSO PROVIDES SERVICES THAT HELP BUSINESSES LOOKING TO OPEN, EXPAND, OR RELOCATE IN UNIVERSITY CITY. APPROXIMATELY 187,000 PEOPLE, 650 ORGANIZATIONS AND BUSINESSES BENEFIT FROM THE PROGRAM. 2166509 624026 GREEN CITY WORKS - UNIVERSITY CITY DISTRICT RUNS A LANDSCAPING SOCIAL ENTERPRISE, GREEN CITY WORKS (GCW), THAT PROVIDES HIGH-QUALITY LANDSCAPING SERVICES TO CLIENTS THROUGHOUT PHILADELPHIA WHILE CONNECTING LOCAL COMMUNITY MEMBERS TO GOOD, STABLE JOBS. UNIVERSITY CITY DISTRICT IS COMMITTED TO ADVANCING OUR SERVICES, OUR LABOR FORCE, AND OUR COMMUNITY THROUGH GREEN SPACE IMPROVEMENTS. GCW ASSISTS IN MAINTAINING SPACES IN UNIVERSITY CITY THAT ARE MANAGED BY UCD AND RUNS LANDSCAPE MAINTENANCE AND DESIGN-BUILD PROGRAMS IN OUR NEIGHBORHOOD AND THROUGHOUT PHILADELPHIA. APPROXIMATELY 187,000 PEOPLE AND 650 ORGANIZATIONS AND BUSINESSES BENEFIT FROM THE PROGRAM.MARKETING AND EVENTS - UCD PARTNERS WITH LOCAL PERFORMERS, BUSINESS OWNERS, AND ORGANIZATIONS THROUGHOUT THE YEAR TO HELP BRING NEIGHBORS, VISITORS, AND BUSINESSES TOGETHER THROUGH A WIDE SELECTION OF EVENTS. WE BRING LIVE MUSIC, ARTS, CRAFTS, AND HOLIDAY EVENTS TO TROLLEY PORTAL GARDENS, ENTERTAIN THOUSANDS WITH OUR CURATED FILM SERIES MOVIES IN CLARK PARK, PRESENT OUR WILDLY POPULAR BALTIMORE AVENUE DOLLAR STROLL, AND DRAW DINERS INTO RESTAURANTS DURING OUR SUMMER UNIVERSITY CITY DINING DAYS PROMOTION. WE ROUTINELY PLAN SMALLER EVENTS TO BRING TOGETHER MEMBERS OF THE SMALL BUSINESS COMMUNITY. APPROXIMATELY 187,000 PEOPLE AND 650 ORGANIZATIONS AND BUSINESSES BENEFIT FROM THE PROGRAM. 2166509 624026 10238091 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 74 0 1 46 1 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X MATT BERGHEISER 2152430555 3940-42 CHESTNUT ST PHILADELPHIA PA 19104 CRAIG CARNAROLI CHAIRMAN, OFFICER 2.00 X 0 0 0 DAVID ADELMAN VICE-CHAIR, OFFICER 2.00 X 0 0 0 JOSEPH TRAINOR TREASURER, OFFICER 2.00 X 0 0 0 MAUREEN RUSH ENDED 122022 SECRETARY, OFFICER 2.00 X 0 0 0 ANTONIO ACEVEDO BOARD MEMBER 1.00 X 0 0 0 DAVID BREAUPRE BOARD MEMBER 1.00 X 0 0 0 TRACY BRALA BOARD MEMBER 1.00 X 0 0 0 MARK CELONI BOARD MEMBER 1.00 X 0 0 0 DELLA CLARK BOARD MEMBER 1.00 X 0 0 0 JEFF DEVUONO BOARD MEMBER 1.00 X 0 0 0 ANGELA DOWD-BURTON BOARD MEMBER 1.00 X 0 0 0 ANDY FARELLA BOARD MEMBER 1.00 X 0 0 0 MICHAEL FROEHLICH BOARD MEMBER 1.00 X 0 0 0 KEN GEDAKA BOARD MEMBER 1.00 X 0 0 0 JOHN GRADY BOARD MEMBER 1.00 X 0 0 0 BARRY GROSSBACH SECRETARY 2.00 X 0 0 0 SOPHIA HOLDER BOARD MEMBER 1.00 X 0 0 0 JULIE ANN JONES BOARD MEMBER 1.00 X 0 0 0 KEITH KASPER BOARD MEMBER 1.00 X 0 0 0 DANIEL LIBERATOSCIOLI BOARD MEMBER 1.00 X 0 0 0 MARGARET LIVINGSTON BOARD MEMBER 1.00 X 0 0 0 MARK MILLS BOARD MEMBER 1.00 X 0 0 0 PHIL MOSES BOARD MEMBER 1.00 X 0 0 0 BRAD PAUL BOARD MEMBER 1.00 X 0 0 0 GEORGE POULIN BOARD MEMBER 1.00 X 0 0 0 DOUGLAS SMITH BOARD MEMBER 1.00 X 0 0 0 ANNE PAPAGEORGE BOARD MEMBER 1.00 X 0 0 0 MATTHEW BERGHEISER PRESIDENT 40.00 X 327569 0 39924 ALAN GARRY SVP, PUBLIC SAFETY AND DIS 40.00 X 165340 0 6453 BRIAN ENGLISH VP, GREEN CITY WORKS 40.00 X 146952 0 31654 NICHOLAS EDELMAN VP, FINANCE AND OPERATIONS 40.00 X 130003 0 19795 CAITLIN GAROZZO EXEC. DIR., WEST PHILADELP 40.00 X 107426 0 24532 CHRISTOPHER RICHMAN DIRECTOR, MARKETING AND CO 40.00 X 104599 0 18285 981889 0 140643 6 0 1 0 0 52905 498220 6438195 6989320 LUCY INCOME 485000 1502115 1502115 PUBLIC SAFETY 900099 826900 826900 GREEN CITY WORKS 900099 597781 597781 GENERAL SERVICES 900099 224231 224231 PUBLIC SPACE MAINTENANCE 900099 46043 46043 26245 26245 3223315 135055 135055 59708 70697 -10989 -10989 -10989 10336701 3223315 0 124066 104069 104069 387057 387057 2642043 2227477 325189 89377 84056 71968 9200 2888 352903 286013 55414 11476 225147 167945 50463 6739 6639 6255 319 65 30649 28877 1470 302 577805 544385 27721 5699 168738 168738 290821 199622 83661 7538 55846 52616 2679 551 444159 424356 16193 3610 205046 198989 4820 1237 PUBLIC SAFETY 2207043 2207043 DISTRICT SERVICES 1667133 1667133 LUCY PROGRAM 1445050 1445050 LANDSCAPING AND DESIGN 233608 233608 293515 203947 82030 7538 11421327 10238091 1046216 137020 933697 31644 4333085 2678844 3035560 2518414 414727 889783 165587 159143 6496166 4263607 2253407 2232559 1413884 1495122 110579 1350956 12660526 11356465 977954 1270576 1878974 1205000 589962 126563 0 743535 3446890 3345674 X 4417035 4417881 4796601 3592910 9213636 8010791 12660526 11356465 X -1084626 30621 26160 -175000 X 0 1 X 1 0 X 5395849 8211860 6370934 9484031 6989320 36451994 3838437 2861958 3223399 3334749 3223315 16481858 9234286 11073818 9594333 12818780 10212635 52933852 2926 68709 118703 106436 1650 298424 1531298 1331239 2862537 2926 68709 118703 1637734 1332889 3160961 49772891 112953 79756 117879 143496 135054 589138 112953 79756 117879 143496 135054 589138 9347239 11153574 9712212 12962276 10347689 53522990 0.92990 0.95930 0.01100 0.00920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1507150 85062 1592212 1731081 -223931 1507150 1411634 319447 1731081 1337546 63000 11088 1411634 1176131 84000 77415 1337546 0.93902 0.06098 1 0 2208147 2035898 172249 105829 95212 10617 4182190 2132497 2049693 2232559 VANGUARD INVESTMENTS 1495122 F 1495122 BENEFICIAL INTEREST IN AN ASSET HELD BY A THIRD PARTY 97090 SECURITY DEPOSIT 43729 EMPLOYEE RETENTION TAX CREDIT RECEIVABLE 498220 RIGHT OF USE ASSET 711917 1350956 OPERATING LEASE LIABILITY 743535 743535 X 10393482 30621 26160 56781 10336701 0 10336701 11596327 175000 175000 11421327 0 11421327 PART V, LINE 4: THE TERM ENDOWMENT IS TO BE USED TO BENEFIT CLARK PARK. THE QUASI-ENDOWMENT WAS ESTABLISHED BY THE BOARD AS A RESERVE FOR THE FURTHERANCE OF THE ORGANIZATION'S MISSION. PART X, LINE 2: MANAGEMENT OF THE DISTRICT CONSIDERS THE LIKELIHOOD OF CHANGES BY TAXING AUTHORITIES IN ITS FILED INCOME TAX RETURNS AND RECOGNIZES A LIABILITY FOR OR DISCLOSES POTENTIAL SIGNIFICANT CHANGES THAT MANAGEMENT BELIEVES ARE MORE LIKELY THAN NOT TO OCCUR UPON EXAMINATION BY TAX AUTHORITIES, INCLUDING CHANGES TO UCD'S AND TRANSIT MANAGEMENT ASSOCIATION'S STATUS AS A NOT-FOR-PROFIT ENTITIES. MANAGEMENT BELIEVES THE DISTRICT MET THE REQUIREMENTS TO MAINTAIN ITS TAX-EXEMPT STATUS AND HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS SUBJECT TO THE UNRELATED BUSINESS INCOME TAX THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. 1 UNIVERSITY CITY SCIENCE CENTER 3675 MARKET STREET PHILADELPHIA PA 19104 231645908 501(C)(3) 53720 0 WORKFORCE DEVELOPMENT PIDC 1500 MARKET STREET PHILADELPHIA PA 19102 300598934 501(C)(3) 50349 0 WORKFORCE DEVELOPMENT 2 0 PART I, LINE 2: GRANTEES PROVIDE INTERIM REPORTS ON THE AMOUNTS EXPENDED ON PERIODIC INTERVALS. X X X 0 0 0 0 0 0 0 1 0 MATTHEW BERGHEISER PRESIDENT 327569 0 0 0 0 0 10082 0 29842 0 367493 0 0 0 BRIAN ENGLISH VP, GREEN CITY WORKS 146952 0 0 0 0 0 4608 0 27046 0 178606 0 0 0 ALAN GARRY SVP, PUBLIC SAFETY AND DIS 165340 0 0 0 0 0 4960 0 1493 0 171793 0 0 0 PART I, LINE 7 THE ORGANIZATION HAS A BUDGETED BONUS POOL ANNUALLY. BONUSES ARE GIVEN OUT OF THE POOL ANNUALLY AT THE DISCRETION OF THE PRESIDENT WITH THE EXCEPTION OF THE PRESIDENT'S BONUS, WHICH IS GIVEN BY THE EXECUTIVE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 2 MAUREEN RUSH, A VICE-PRESIDENT AT THE UNIVERSITY OF PENNSYLVANIA, AND ANNE PAPAGEORGE A VICE PRESIDENT AT THE UNIVERSITY OF PENNSYLVANIA, REPORT TO CRAIG CARNAROLI, THE EXECUTIVE VICE-PRESIDENT AT THE UNIVERSITY OF PENNSYLVANIA. FORM 990, PART VI, SECTION B, LINE 11B THE AUDITOR SUBMITS A DRAFT 990 TO THE VP OF FINANCE AND TREASURER FOR REVIEW. THEY WILL, IN TURN, PROVIDE A COPY TO THE EXECUTIVE/FINANCE COMMITTEE FOR THEIR REVIEW. QUESTIONS AND COMMENTS FROM THEIR REVIEW WILL BE FORWARDED TO THE VP OF FINANCE. THE VP OF FINANCE WILL CONVEY THESE QUESTIONS AND COMMENTS TO THE AUDITORS. THE VP OF FINANCE WILL REPORT BACK TO THE EXECUTIVE/FINANCE COMMITTEE WITH THE AUDITOR'S COMMENTS. AT THAT TIME THE EXECUTIVE/FINANCE COMMITTEE WILL EITHER APPROVE THE DRAFT OR CONTACT THE AUDITOR WITH ADDITIONAL COMMENTS. AFTER THE EXECUTIVE/FINANCE COMMITTEE APPROVES THE DRAFT 990, THE BOARD IS SOLICITED FOR COMMENTS. THE BOARD WILL BE NOTIFIED BY EMAIL THAT THE DRAFT HAS BEEN REVIEWED BY THE EXECUTIVE/FINANCE COMMITTEE AND HAS BEEN ACCEPTED BY THEM AND A COPY OF THE DRAFT 990 WILL BE ATTACHED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REMINDED TO REPORT THE POTENTIAL OF A CONFLICT OF INTEREST AT BOARD MEETINGS, AT WHICH TIME IT WOULD BE DISCUSSED AMONG THE BOARD. SHOULD A CONFLICT BE DECLARED, THE CONFLICTED MEMBER WOULD RECUSE HIMSELF OR HERSELF IN ACCORDANCE WITH THE CORPORATE POLICY. FORM 990, PART VI, SECTION B, LINE 15A A COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF THE UNIVERSITY CITY DISTRICT REVIEWS THE PERFORMANCE OF THE PRESIDENT, AND SETS COMPENSATION. COMPENSATION IS BENCHMARKED THROUGH THE INTERNATIONAL DOWNTOWN ASSOCIATION'S COMPENSATION SURVEY. THE PRESIDENT IS THE ONLY EMPLOYEE SUBJECT TO THIS REVIEW PROCESS. THE LAST TIME THIS PROCESS WAS CONDUCTED WAS IN JUNE 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICIES ARE AVAILABLE TO THE PUBLIC UPON REQUEST THROUGH THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: IN-KIND EXPENSES -175,000. UCD TRANSPORTATION MANAGEMENT ASSOCIATION 3940 CHESTNUT ST PHILADELPHIA PA 19104 823374862 TRANSPORTATION MANAGEMENT ASSOCIATION PA 501(C)(3) LINE 12A, I UNIVERSITY CITY DISTRICT 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0