2023-05-13T09:08:05-05:00 2022-06-30 111986323 MARCUM LLP 1601 MARKET STREET FL 4 PHILADELPHIA PA 19103 990 2021-07-01 232913784 UNIVERSITY CITY DISTRICT UNIV 2152430555 3940-42 CHESTNUT STREET PHILADELPHIA PA 19104 MATTHEW BERGHEISER PRESIDENT 2152430555 2023-05-12 1 MATTHEW BERGHEISER 999009999 FRANK SMITH P00639053 2152972100 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MATTHEW BERGHEISER 3490 CHESTNUT ST PHILADELPHIA PA 19104 13019138 0 X WWW.UNIVERSITYCITY.ORG X 1997 PA TO FOSTER A VIBRANT, COMPETITIVE UNIVERSITY CITY. 26 26 50 26 0 0 6370934 9484031 3223399 3334749 117867 144196 0 0 9712200 12962976 750359 645014 0 0 3372406 3313077 0 0 107623 6871396 7496754 10994161 11454845 -1281961 1508131 9386670 12660526 1223636 3446890 8163034 9213636 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 4076180 840102 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. APPROXIMATELY 187,000 PEOPLE, 650 ORGANIZATIONS AND BUSINESSES BENEFIT FROM THE PROGRAM. 2381874 645014 113500 THE WEST PHILADELPHIA SKILLS INITIATIVE - UNIVERSITY CITY DISTRICT'S NATIONALLY RECOGNIZED WEST PHILADELPHIA SKILLS INITIATIVE (WPSI) CONNECTS UNEMPLOYED PHILADELPHIANS, MOSTLY COMING FROM WEST PHILADELPHIA NEIGHBORHOODS, SEEKING OPPORTUNITY WITH EMPLOYERS IN PHILADELPHIA SEEKING TALENT. APPROXIMATELY 293 PEOPLE AND 80 ORGANIZATIONS AND BUSINESSES HAVE BEEN AFFILIATED WITH THE PROGRAM IN THE PREVIOUS YEAR. 2065887 1604714 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. 2124424 776433 MARKETING AND EVENTS - UNIVERSITY CITY DISTRICT EXECUTES COMMUNITY EVENTS THROUGHOUT THE YEAR DESIGNED TO HELP BRING NEIGHBORS, VISITORS, AND BUSINESSES TOGETHER. OUR WIDE PORTFOLIO OF COMMUNITY OFFERINGS INCLUDE MUSIC, ARTS, AND POP-UP FOOD EVENTS IN UCD'S PUBLIC SPACES; DUE TO THE COVID-19 PANDEMIC, MOST OF OUR SIGNATURE FREE PROGRAMS LIKE MOVIES IN CLARK PARK, THE BALTIMORE AVENUE DOLLAR STROLL, THE 40TH STREET SUMMER SERIES, OUR POPULAR RESTAURANT PROMOTION UNIVERSITY CITY DINING DAYS, AND OUR NETWORKING SERIES MIX WERE PAUSED LAST FISCAL YEAR WITH THE HOPE THAT THEY CAN RESUME IN THE NEW YEAR. APPROXIMATELY 187,000 PEOPLE AND 650 ORGANIZATIONS AND BUSINESSES BENEFIT FROM THE PROGRAM.GREEN CITY WORKS - UNIVERSITY CITY DISTRICT RUNS A LANDSCAPING SOCIAL ENTERPRISE, GREEN CITY WORKS (GCW), THAT PROVIDES HIGH QUALITY LANDSCAPING SERVICES 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 MAINTAINS 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. 2124424 776433 10648365 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 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 78 0 1 50 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 SECRETARY, OFFICER 2.00 X 0 0 0 ANTONIO ACEVEDO BOARD MEMBER 1.00 X 0 0 0 DAVID BREAUPRE BOARD MEMBER (FROM 4/6/22) 1.00 X 0 0 0 TRACY BRALA BOARD MEMBER (FROM 4/6/22) 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 (FROM 9/14/21) 1.00 X 0 0 0 ANGELA DOWD-BURTON BOARD MEMBER 1.00 X 0 0 0 ANDY FARELLA BOARD MEMBER (FROM 9/14/21) 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 BOARD MEMBER 1.00 X 0 0 0 SOPHIA HOLDER BOARD MEMBER (FROM 6/15/22) 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 ELIZABETH AZARI BOARD MEMBER (UNTIL 9/14/21) 1.00 X 0 0 0 JOE RITCHIE BOARD MEMBER (UNTIL 9/14/21) 1.00 X 0 0 0 CURTIS HESS BOARD MEMBER (UNTIL 12/15/21) 1.00 X 0 0 0 DAVID FORDE JR BOARD MEMBER (UNTIL 4/6/22) 1.00 X 0 0 0 PETER GROLLMAN BOARD MEMBER (UNTIL 6/15/22) 1.00 X 0 0 0 MATTHEW BERGHEISER PRESIDENT 40.00 X 297389 0 36837 ALAN GARRY SVP, PUBLIC SAFETY AND DISTRICT SERVICES 40.00 X 150712 0 6014 BRIAN ENGLISH VP, GREEN CITY WORKS 40.00 X 136928 0 30198 NICHOLAS EDELMAN VP, FINANCE AND OPERATIONS 40.00 X 113486 0 18842 CAITLIN GAROZZO EXEC. DIR., WEST PHILADELPHIA SKILLS INITIATIVE 40.00 X 105042 0 21694 CHRISTOPHER RICHMAN DIRECTOR, MARKETING AND COMMUNICATIONS 40.00 X 105385 0 18156 908942 0 131741 7 0 1 0 0 52500 9431531 9484031 LUCY INCOME 485000 1583943 1583943 PUBLIC SAFETY 900099 789370 789370 GREEN CITY WORKS 900099 762894 762894 GENERAL SERVICES 900099 134271 134271 PUBLIC SPACE MAINTENANCE 900099 50732 50732 13539 13539 3334749 143496 143496 56162 700 56162 0 0 700 700 700 12962976 3334749 0 144196 645014 645014 370097 370097 2344806 2094391 178297 72118 62500 57545 4955 335716 312296 23420 199958 165199 29014 5745 5688 4890 798 650278 633362 13440 3476 79014 79014 301049 237064 54476 9509 50279 40342 7453 2484 299383 287455 9401 2527 183830 180650 2385 795 PUBLIC SAFETY 2247571 2247571 LUCY PROGRAM 1607943 1607943 DISTRICT SERVICES 1589577 1589577 LANDSCAPING AND DESIGN 341862 341862 140280 124190 5121 10969 11454845 10648365 698857 107623 103520 933697 2465199 4333085 873581 3035560 709127 414727 1110275 165587 6388744 4135337 2376574 2253407 1618879 1413884 129515 110579 9386670 12660526 1141136 977954 16237 1878974 66263 589962 1223636 3446890 X 4726361 4417035 3436673 4796601 8163034 9213636 9386670 12660526 X 1508131 -308485 25956 -175000 X 0 1 X 1 0 X 11720331 5395849 8211860 6370934 9484031 41183005 3208109 3838437 2861958 3223399 3334749 16466652 14928440 9234286 11073818 9594333 12818780 57649657 2514 2926 68709 118703 106436 299288 1531298 1531298 2514 2926 68709 118703 1637734 1830586 55819071 80895 112953 79756 117879 143496 534979 80895 112953 79756 117879 143496 534979 15009335 9347239 11153574 9712212 12962276 58184636 0.95930 0.98760 0.00920 0.00790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1731081 -223931 1507150 1411634 319447 1731081 1337546 63000 11088 1411634 1176131 84000 77415 1337546 1053529 84000 38602 1176131 0.93810 0.06190 1 0 2121044 2060969 60075 93089 93089 0 4174611 1981279 2193332 2253407 VANGUARD INVESTMENTS 1413884 F 1413884 X 12680447 -308485 25956 -282529 12962976 0 12962976 11629845 175000 175000 11454845 0 11454845 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) 143006 0 WORKFORCE DEVELOPMENT PIDC 1500 MARKET STREET PHILADELPHIA PA 19102 300598934 501(C)(3) 370720 0 WORKFORCE DEVELOPMENT TEMPLE UNIVERSITY 1852 N 10TH STREET PHILADELPHIA PA 19122 231365971 501(C)(3) 131288 0 WORKFORCE DEVELOPMENT 3 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 245389 0 52000 0 0 0 8700 0 28137 0 334226 0 0 0 BRIAN ENGLISH VP, GREEN CITY WORKS 126928 0 10000 0 0 0 4306 0 25892 0 167126 0 0 0 ALAN GARRY SVP, PUBLIC SAFETY AND DISTRICT SERV 140712 0 10000 0 0 0 4521 0 1493 0 156726 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, REPORTS TO CRAIG CARNAROLI, THE EXECUTIVE VICE-PRESIDENT AT THE UNIVERSITY OF PENNSYLVANIA. THE BOARD'S SHARED COLLABORATIVE NATURE HAS PROVIDED THE FOUNDATION FOR UCD'S CREATION. THIS SAME SHARED VISION FOR COLLABORATION AND INNOVATION HAS ALLOWED THE BOARD MEMBERS TO PARTNER WITH EACH OTHER IN THE AREAS OF EDUCATION, RESEARCH, HEALTH CARE AND DEVELOPMENT. 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. THE COMMITTEE CONSISTS OF THE BOARD CHAIRMAN, VICE CHAIRMEN AND TREASURER. 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 2022. 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