2022-12-19T16:28:12-06:00 2022-06-30 366055558 GRANT THORNTON LLP 171 N CLARK ST SUITE 200 CHICAGO IL 60601 990 2021-07-01 300200478 UNITED WAY OF METROPOLITAN CHICAGO INC UNIT 3129062350 333 SOUTH WABASH AVENUE 30TH FL CHICAGO IL 60604 RONALD DENARD CFO 3129062350 2022-12-19 1 RONALD DENARD XXX-XX-XXXX BRIDGET ROCHE P00666837 3128560200 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z RONALD DENARD 333 SOUTH WABASH AVENUE 30TH FL CHICAGO IL 60604 48657453 0 X HTTPS://LIVEUNITEDCHICAGO.ORG/ X 2004 IL UNITED WAY OF METROPOLITAN CHICAGO IMPROVES LIVES BY MOBILINZING CARING PEOPLE TO INVEST IN THE COMMUNITY WHERE THEIR RESOURCES ARE NEEDED MOST. 34 33 110 1885 18841 7185 80128818 45172615 451053 473703 866532 352282 272389 185940 81718792 46184540 48105703 42315843 0 0 8642576 6973242 0 64173 2614529 4828691 6482535 61576970 55835793 20141822 -9651253 71078214 58068035 14500531 12415866 56577683 45652169 X UNITED WAY OF METROPOLITAN CHICAGO ("UWMC") IMPROVES LIVES BY MOBILIZING CARING PEOPLE TO INVEST IN THE COMMUNITY WHERE THEIR RESOURCES ARE NEEDED MOST. 0 0 9088073 7560311 IMPACT GRANTS FOR 90 YEARS, UNITED WAY OF METRO CHICAGO HAS MOBILIZED CARING PEOPLE TO INVEST IN THE COMMUNITIES WHERE RESOURCES ARE NEEDED MOST. WHAT WE LEARNED OVER THE COURSE OF THE PANDEMIC HAS UNDERSCORED WHAT WE'VE LEARNED SINCE WE LAUNCHED THE NEIGHBORHOOD NETWORK INITIATIVE IN 2013: HOLISTIC, PLACE-BASED APPROACHES WORK. COALITIONS IN OUR NEIGHBORHOOD NETWORKS, AS WELL AS OTHER COORDINATED PARTNERS ACROSS THE REGION, ARE AMAZINGLY EFFECTIVE AT KNOWING WHAT COMMUNITY RESIDENTS NEED AND HOW TO QUICKLY REACH THEM WITH SUPPORT. AS WE PLAN FOR THE FUTURE, WE ARE GUIDED BY A CORE COMMITMENT TO MAKING NEIGHBORHOODS STRONGER AND MORE EQUITABLE. (CONTINUED IN SCHEDULE O)WE BELIEVE WE CAN ACCOMPLISH THIS BY DEEPENING INVESTMENT IN PLACE-BASED STRATEGIES, ALIGNING WITH EXISTING COMMUNITY PRIORITIES, FOCUSING MORE EXPLICITLY ON RACIAL EQUITY, BUILDING PARTNER CAPACITY, AND, WHERE POSSIBLE, EXPANDING COMMUNITY-DRIVEN GRANTMAKING.UNITED WAY'S LONG-TERM FOCUS IS ON BUILDING NEIGHBORHOODS TO BE STRONGER AND MORE EQUITABLE, BUT WE KNOW THAT THE ONGOING IMPACTS OF THE PANDEMIC, ECONOMIC TURMOIL, COMMUNITY VIOLENCE, AND OTHER CHALLENGES HAVE RESULTED IN MANY INDIVIDUALS AND FAMILIES CONTINUING TO STRUGGLE TO MEET THEIR BASIC NEEDS, WITH FOOD AND HOUSING INSECURITY SKYROCKETING. WITH THIS IN MIND, WE CONTINUE TO SUPPORT CRISIS SERVICES THAT STABILIZE FAMILIES ACROSS OUR REGION AND IMPROVE THE SYSTEMS THAT SERVE THEM.WE BELIEVE THAT THIS DUAL APPROACH WILL MOVE OUR COMMUNITIES FORWARD AGAIN, BY EMPHASIZING IMMEDIATE SUPPORT FOR THOSE IN CRISIS AND A LONG-TERM VISION TO BUILD A STRONGER, MORE EQUITABLE CHICAGO REGION. TO ACHIEVE OUR GOALS, WE WILL FOCUS OUR GRANTMAKING ON HIGH-QUALITY BASIC NEEDS SERVICES, INNOVATIVE MODELS THAT CAN TRANSFORM SYSTEMS AND SERVICE DELIVERY, AND COORDINATED, PLACE-BASED EFFORTS. MORE THAN $8 MILLION DOLLARS WAS INVESTED TO SUPPORT THE OUTLINED IMPACT GRANT STRATEGIES ACROSS THE CHICAGO REGION JULY 1, 2021-JUNE 30, 2022. JULY 1, 2021-JUNE 30, 2022 INVESTMENTS / OUTCOMES BASIC NEEDS UWMC INVESTED IN DIRECT SERVICE PROGRAMS THAT STABILIZE FAMILIES BY PROVIDING CRITICAL SUPPORT IN AREAS SUCH AS ACCESS TO HEALTHCARE, HOUSING, SAFETY FROM ABUSE, AND ACCESS TO FOOD. PARTNERS FUNDED THROUGH THIS STRATEGY MAY EITHER BE REGIONAL AGENCIES OPERATING ACROSS MULTIPLE SITES AND NEIGHBORHOODS/MUNICIPALITIES OR COMMUNITY HUBS THAT SERVE A SPECIFIC POPULATION OR COMMUNITY. SYSTEMS IMPROVEMENT & INNOVATION UWMC INVESTED IN PARTNERS WORKING TO IMPROVE OVERALL SYSTEMS THROUGH ADVOCACY OR THOSE ADVANCING DIRECT SERVICE DELIVERY THROUGH INNOVATIVE APPROACHES. SYSTEMS IMPROVEMENTS GRANTS SUPPORT COLLABORATIVE PARTNERSHIPS BETWEEN DIRECT SERVICE PROVIDERS IN A SINGLE ISSUE AND THE COORDINATING AND CONVENING EFFORTS NECESSARY TO DRIVE SYSTEMS CHANGE. INNOVATION GRANTS ADVANCE INNOVATIVE DEVELOPMENTS IN DIRECT SERVICE DELIVERY THROUGH, FOR EXAMPLE, CASE MANAGEMENT, TECHNOLOGY, OR COORDINATED MULTI-AGENCY PROGRAMMING. COORDINATED SERVICES UWMC INVESTED IN PROGRAMS THAT PROVIDE HIGH-QUALITY DIRECT SERVICES THAT ARE CONNECTED TO BROADER COMMUNITY EFFORTS IN UNITED WAY'S NEIGHBORHOOD NETWORKS OR OTHER SELECTED COMMUNITIES. THESE SERVICES MUST BE ANCHORED IN ONE OF UNITED WAY'S PRIORITY FUNDING AREAS (HOUSING, FOOD ACCESS, SAFETY FROM ABUSE, ACCESS TO HEALTHCARE, TAX PREPARATION, LEGAL ASSISTANCE, EARLY LEARNING, OR WORKFORCE DEVELOPMENT) BUT MAY INCLUDE ANY ADDITIONAL SERVICES THAT WILL ASSIST THE HOUSEHOLD IN ACHIEVING THEIR GOALS. SOME OUTCOMES FOR JULY 1, 2021-JUNE 30, 2022 #1 - 2,478 INDIVIDUALS PLACED IN JOBS #2 - 18,072 BEHAVIORAL AND MENTAL HEALTH SCREENINGS/REFERRALS TO TREATMENT #3 - 15,312 PEOPLE CONNECTED TO A HEALTH PROVIDER/PRIMARY CARE PHYSICIAN/REGULAR CARE #4 - 10,332 INDIVIDUALS RECEIVED FOOD ASSISTANCE #5 - 5,761 INDIVIDUALS ACCESSED A SAFE, STABLE LIVING SITUATION 7811093 6498000 473703 NEIGHBORHOOD NETWORKS NEIGHBORHOOD NETWORKS ARE COALITIONS OF COMMUNITY PARTNERS PROVIDING NEIGHBORHOOD-SPECIFIC SOLUTIONS TO UNIQUE LOCAL CHALLENGES. THROUGH THE NEIGHBORHOOD NETWORK INITIATIVE, UWMC WORKS WITH HUNDREDS OF AGENCY AND COMMUNITY PARTNERS IN 13 NEIGHBORHOODS ACROSS THE CHICAGO REGION. THE GOAL IS TO BUILD MORE EQUITABLE COMMUNITIES THROUGH COMMUNITY-BASED AND RESIDENT-LED PROGRAMS. IN EACH NEIGHBORHOOD NETWORK, UWMC DELIVERS FUNDING, RESOURCES, TECHNICAL ASSISTANCE, AND KNOWLEDGE TO BRING COMMUNITY-DRIVEN GOALS TO LIFE. (CONTINUED IN SCHEDULE O)DURING FY22, UNITED WAY OF METRO CHICAGO WORKED IN 13 NEIGHBORHOODS: AUBURN GRESHAM, AUSTIN, BLUE ISLAND/ROBBINS, BRIGHTON PARK, BRONZEVILLE, CICERO, ENGLEWOOD, EVANSTON, FAR SOUTH, GARFIELD PARK, LITTLE VILLAGE, SOUTH CHICAGO, AND WEST CHICAGO. MORE THAN $6 MILLION DOLLARS WAS INVESTED TO SUPPORT THE NEIGHBORHOOD NETWORKS DURING THE FY22 TIME PERIOD OF JULY 1, 2021-JUNE 30, 2022. SOME MAJOR DEVELOPMENTS & OUTCOMES: - UWMC EXPANDED THE NEIGHBORHOOD NETWORK INITIATIVE FOR THE FIRST TIME IN SIX YEARS, LAUNCHING THREE NEW NETWORKS IN ENGLEWOOD, FAR SOUTH, AND GARFIELD PARK. - LATINOS PROGRESANDO IN THE LITTLE VILLAGE NEIGHBORHOOD NETWORK BEGAN TRANSFORMING A VACANT LIBRARY BUILDING INTO A COMMUNITY CENTER THAT WILL PROVIDE MENTAL HEALTH SERVICES FROM ESPERANZA HEALTH AND AFTER-SCHOOL AND SUMMER PROGRAMS FROM THE LINCOLN PARK ZOO FOR NEARBY STUDENTS. - UWMC AND ITW PARTNERED TO LAUNCH THE COMMIT TO A NEIGHBORHOOD INITIATIVE IN THE AUSTIN NEIGHBORHOOD TO CREATE QUALITY, LIVING-WAGE JOBS WITH GOOD BENEFITS AND STIMULATING ECONOMIC DEVELOPMENT. 16201288 16201288 THE CRITICAL WORK OF UWMC REQUIRES SIGNIFICANT RESOURCES. SUPPORT IS RAISED THROUGH A DIVERSIFIED REVENUE MODEL. UWMC CONDUCTS WORKPLACE GIVING CAMPAIGNS, RECEIVES INDIVIDUAL AND MAJOR GIFTS, IS AWARDED GRANTS FROM PRIVATE FOUNDATIONS AND FROM THE STATE AND FEDERAL GOVERNMENT. STRATEGIC EFFORTS ARE IN PLACE TO FURTHER GROW SIGNIFICANT REVENUE FROM GRANTS AND INDIVIDUAL GIVING. OTHER PROGRAM SERVICE ACHIEVEMENTS INCLUDE DESIGNATIONS BY DONORS TO OTHER 501(C)(3) ORGANIZATIONS. 14492528 12056244 UNITED NEIGHBORHOODS EQUITY FUND THE UNITED NEIGHBORHOODS EQUITY FUND (UNEF) WAS LAUNCHED IN FALL 2021 TO SUPPORT SMALL, BLACK AND LATINX-LED NONPROFITS PREDOMINANTLY LOCATED ON THE CITY OF CHICAGO'S SOUTH AND WEST SIDES AND IN THE SOUTH SUBURBAN REGION. UNEF IS DESIGNED TO CONNECT THE GRANTEE NONPROFITS TO NEW CAPACITY-BUILDING AND INVESTMENT OPPORTUNITIES THAT MEET THE ORGANIZATION'S NEEDS AND ADVANCE THEIR LONG-TERM GOALS. AS A FUNDER, UNITED WAY OF METRO CHICAGO RECOGNIZES THAT A TOP-DOWN APPROACH AND LACK OF LIVED EXPERIENCE HAS OFTEN LED TO FUNDER-DRIVEN DECISION-MAKING THAT LACKS AUTHENTIC COMMUNITY EXPERTISE AND INCLUSION. UNEF IS A PHILANTHROPIC COMMITMENT ADDRESSING THE BARRIERS MANY BLACK AND LATINX-LED NONPROFITS FACE IN SECURING SUSTAINING SUPPORT AND CREATING A MORE EQUITABLE AND JUST CHICAGO. THE COHORT-BASED PROGRAM INCORPORATES THE FOLLOWING COMPONENTS: - FUNDING - TWO-YEAR GENERAL OPERATING GRANT AWARD ($50,000 TOTAL) - COHORT - LEADERS FROM 10 COMMUNITY-BASED ORGANIZATIONS (WITH BUDGETS OF <$1M) SERVING THE COMMUNITIES ALIGNED WITH THE UNITED WAY NEIGHBORHOOD NETWORK INITIATIVE - CAPACITY BUILDING - INDIVIDUAL AND GROUP CAPACITY-BUILDING CURRICULUM AIMED TO STRENGTHEN ORGANIZATIONAL INFRASTRUCTURE - RELATIONSHIP BUILDING - CROSS-SECTOR RELATIONSHIP BUILDING THROUGH A PEER COHORT MODEL, CORPORATE SPOTLIGHT, AND NETWORKING WITH POTENTIAL FUNDERS AND INVESTORS THROUGH A SERIES OF WORKSHOPS AND CANDID CONVERSATIONS WITH GRANTEES, FUNDERS, AND CORPORATE PARTNERS, WE AIM TO CREATE A DEEPER UNDERSTANDING OF RACIAL DISPARITY IN FUNDING, FOSTER CHANGE IN THE PHILANTHROPIC SECTOR, AND ADDRESS RACIAL INJUSTICE. INITIAL PROGRAM SUCCESSES: - INITIAL COHORT OF 10 BLACK AND LATINX-LED NONPROFITS SELECTED IN SEPTEMBER 2021 - SIGNIFICANT CORPORATE SUPPORT FROM PEOPLE GAS, NICOR GAS, TARGET, AND UL - DEPAUL UNIVERSITY SERVES AS ACADEMIC PARTNER FOR THE PROGRAM 14492528 12056244 47592982 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 35 0 1 110 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 34 33 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 IL X X X RONALD DENARD 3129062312 333 S WABASH AVE 30TH FL CHICAGO IL 60604 ELIZABETH HUGHES ZIMBLER SVP AND CHIEF DEVELOPMENT OFFICER 37.50 0.00 X 347479 0 48896 SEAN GARRETT PRESIDENT & CEO 37.50 0.00 X X 354831 0 27217 MARILYN JACKSON THRU 1221 CHIEF STRATEGY & ENGAGEMENT OFFICER 37.50 0.00 X 230786 0 43612 RONALD DENARD CHIEF FINANCIAL OFFICER 37.50 0.00 X 245901 0 15116 ANNA EDWARDS VICE PRESIDENT, CORPORATE ENGAGEMENT 37.50 0.00 X 167712 0 20824 KIMBERLEE GUENTHER CHIEF IMPACT OFFICER 37.50 1.00 X 169763 0 16776 JOSE RICO THRU 1021 CHIEF PARTNERSHIP & INITIATIVE 37.50 1.00 X 149644 0 21064 TAMIYA AUREL VP HUMAN RESOURCES 37.50 0.00 X 141783 0 18426 KEVIN GRAAN ASSOCIATE VICE PRESIDENT, FINANCE 37.50 1.00 X 123433 0 17429 VERONICA LYNCH THRU 1221 DIRECTOR PRESIDENT'S OFFICE 37.50 0.00 X 100808 0 20336 DEBORAH THORNTON EA/SECRETARY 37.50 0.00 X 82687 0 16880 CHERYL A FRANCIS CHAIRPERSON 4.00 0.00 X X 0 0 0 JOHN OLIVER HUDSON III VICE CHAIRPERSON (THRU 04/22) 1.00 0.00 X X 0 0 0 LINDA T COBERLY VICE CHAIRPERSON 1.00 0.00 X X 0 0 0 MANUEL FLORES TREASURER 1.00 0.00 X X 0 0 0 LINDA L IMONTI CAMPAIGN CHAIR 2.00 0.00 X 0 0 0 CHARLES MATTHEWS BOARD MEMBER 1.00 0.00 X 0 0 0 PATRICK J CANNING BOARD MEMBER 1.00 0.00 X 0 0 0 ROBERT A SULLIVAN BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID BLOWERS BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID R CASPER BOARD MEMBER 1.00 0.00 X 0 0 0 JEFFREY DEVRON BOARD MEMBER 1.00 0.00 X 0 0 0 JOSEPH DOMINGUEZ BOARD MEMBER (THRU 02/22) 1.00 0.00 X 0 0 0 ANDREW DUNN BOARD MEMBER 1.00 0.00 X 0 0 0 PAULETTE DODSON BOARD MEMBER 1.00 0.00 X 0 0 0 BRIDGET GAINER BOARD MEMBER 1.00 0.00 X 0 0 0 LISA N JOHNSON BOARD MEMBER 1.00 0.00 X 0 0 0 REV LARRY L JACKSON BOARD MEMBER 1.00 0.00 X 0 0 0 DARREN JONES BOARD MEMBER 1.00 0.00 X 0 0 0 EDWARD MCGROGAN BOARD MEMBER 1.00 0.00 X 0 0 0 EILEEN MITCHELL BOARD MEMBER 1.00 0.00 X 0 0 0 CARINA MARKEL BOARD MEMBER 1.00 0.00 X 0 0 0 NEIL MURRAY BOARD MEMBER 1.00 0.00 X 0 0 0 KRISTIE PASKVAN BOARD MEMBER 1.00 0.00 X 0 0 0 MARK PRINDIVILLE BOARD MEMBER 1.00 0.00 X 0 0 0 ROBERT REITER BOARD MEMBER 1.00 0.00 X 0 0 0 E SCOTT SANTI BOARD MEMBER (THRU 10/21) 1.00 0.00 X 0 0 0 SCOTT SWANSON BOARD MEMBER 1.00 0.00 X 0 0 0 KELLY R WELSH BOARD MEMBER 1.00 0.00 X 0 0 0 RANDY MEHRBERG BOARD MEMBER 1.00 0.00 X 0 0 0 JUD SNYDER BOARD MEMBER 1.00 0.00 X 0 0 0 BROOKE THOMPSON BOARD MEMBER 1.00 0.00 X 0 0 0 WOLFE TONE BOARD MEMBER 1.00 0.00 X 0 0 0 JOHANNS WILLIAMS BOARD MEMBER 1.00 0.00 X 0 0 0 ALICIA PONCE BOARD MEMBER (BEG 07/21) 1.00 0.00 X 0 0 0 JULIA MORSCH SZNEWAJS BOARD MEMBER (BEG 07/21) 1.00 0.00 X 0 0 0 KENNETH ESCOE BOARD MEMBER (BEG 10/21) 1.00 0.00 X 0 0 0 2114827 0 266576 11 0 1 0 TERAZO INC 6802 PARAGON PLACE SUITE 625 RICHMOND VA 23230 BUSINESS CONSULTING 279775 GRANT THORNTON LLP 171 N CLARK STREET SUITE 200 CHICAGO IL 60601 AUDIT & CONSULTING 132507 ALEXANDRA AUGUSTE 18 TYLER STREET HYDE PARK MA 02136 CONSULTING SERVICES 115390 CHAPIN HALL CENTER FOR CHILDREN 1313 E 60TH ST CHICAGO IL 60637 CONSULTING SERVICES 106728 4 115362 626406 346571 44084276 1301348 45172615 MANAGEMENT FEES FROM OTHER UW ORG 561000 438897 438897 DESIGNATION FEES 561000 34806 34806 473703 157816 157816 48000 1452 46548 46548 18841 27707 2271697 2077231 194466 194466 194466 533622 626406 394230 139392 139392 46184540 473703 18841 519381 X 42315843 42315843 1443320 430989 603648 408683 4673027 1828397 1684727 1159903 75806 17916 35210 22680 457170 250259 117812 89099 323919 94422 137522 91975 1003 84 851 68 144234 12116 122310 9808 6847 6847 64173 64173 139102 37478 62363 39261 1391623 1188332 123656 79635 270171 114281 72200 83690 86430 13919 56234 16277 315034 7517 275306 32211 660336 162065 329170 169101 51591 21321 14524 15746 6912 10665 -5283 1530 57881 1661 54477 1743 748431 201361 335718 211352 302862 81483 135853 85526 61982 16676 27803 17503 EARLY TERMINATION 1422611 0 1422611 0 UNCOLLECTIBLE PLEDGES 760000 760000 0 0 MEMBERSHIP DUES 50000 14762 21079 14159 5485 4588 491 406 55835793 47592982 5628282 2614529 140 163 46462097 39743598 12799137 7957267 735067 471823 187193 147119 3990623 3217199 1065409 773424 8814146 8181043 1015025 793598 71078214 58068035 6445562 6059045 3878781 3407845 2800000 2000000 1376188 948976 14500531 12415866 X 22068408 16930369 34509275 28721800 56577683 45652169 71078214 58068035 X -9651253 -1509001 234740 X 0 1 X 1 0 X 48216651 45744953 92172597 79368818 45172615 310675634 48216651 45744953 92172597 79368818 45172615 310675634 30944236 279731398 186718 219299 282821 274955 186975 1150768 22467 36010 18841 77318 203275 297475 393835 411291 533622 1839498 313743218 1819341 0.89160 0.91460 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING - 2017 AMOUNT: $ 203,275. 2018 AMOUNT: $ 297,475. 2019 AMOUNT: $ 393,835. 2020 AMOUNT: $ 411,291. 2021 AMOUNT: $ 533,622. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3017 3830 6847 47650308 47657155 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 5910 5067 6325 6847 24149 250000 250000 250000 250000 1000000 1500000 2355 2920 2818 3017 11110 8481768 900367 -1143145 342000 7896990 6986123 1797645 302000 8481768 7261794 329 276000 6986123 6270876 974804 302930 286816 7261794 5368551 731697 425120 254492 6270876 0.31000 0.46100 0.22900 0 0 2265567 1552232 713335 1725056 1664967 60089 773424 OBLIGATION FOR RETIREMENT BENEFITS 696749 ASSET RETIREMENT OBLIGATION 252227 948976 X PART V, LINE 4: THE INTENDED USES OF THE UNITED WAY METROPOLITAN CHICAGO ENDOWMENT FUNDS INCLUDE FUNDING INNOVATIVE PROGRAMS THAT ADDRESS CRITICAL AND EMERGING NEEDS, ENSURING CURRENT NEEDS ARE MET, AND PROVIDING RESOURCES TO RESPOND QUICKLY AND EFFECTIVELY TO UNEXPECTED CRISES. PART X, LINE 2: UWMC HAS RECEIVED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS") STATING THAT THEY ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986 ("IRC") AS AMENDED, EXCEPT FOR INCOME TAXES PERTAINING TO UNRELATED BUSINESS INCOME. ACCOUNTING GUIDANCE REQUIRES TAX EFFECTS FROM UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IF THE POSITION WAS TO BE CHALLENGED BY A TAXING AUTHORITY. MANAGEMENT HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN POSITIONS THAT REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS. ADDITIONALLY, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THESE CONSOLIDATED FINANCIAL STATEMENTS. THERE IS NO INTEREST OR PENALTIES RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. X X X X X X X 1 PJH & ASSOCIATES 205 W WACKER DR STE 1400 CHICAGO IL 60606 MANAGING STRONGER NEIGHBORHOOD AWARDS LUNCHEON 0 1074341 64173 1010168 1074341 64173 1010168 IL STRONGER NEIGHBORHOOD AWARDS 609500 599800 9700 30750 127405 YLU IGNITE 47326 26606 20720 16290 13408 7 503202 503202 206377 1160028 626406 533622 47040 347190 394230 139392 1 ACCESS COMMUNITY HEALTH NETWORK 600 W FULTON ST 2ND FL CHICAGO IL 60661 363317058 501(C)(3) 75000 0 PROGRAM SUPPORT ACCESS DUPAGEDUPAGE HEALTH COALITION 511 THORNHILL DRIVE SUITE E CAROL STREAM IL 60188 364448208 501(C)(3) 37754 0 PROGRAM SUPPORT ADA S MCKINLEY COMMUNITY SERVICES INC 1359 WEST WASHINGTON BLVD CHICAGO IL 60607 362144820 501(C)(3) 36412 0 PROGRAM SUPPORT ADLER PLANETARIUM 1300 SOUTH LAKESHORE DRIVE CHICAGO IL 60605 366210902 501(C)(3) 10500 0 PROGRAM SUPPORT ADVOCATE CHARITABLE FOUNDATION- YOUNG HEARTS FOR LIFE 3075 HIGHLAND PARKWAY SUITE 600 DOWNERS GROVE IL 60515 363297360 501(C)(3) 5324 0 PROGRAM SUPPORT AIDS FOUNDATION OF 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203 CHICAGO IL 60607 462159711 501(C)(3) 12630 0 PROGRAM SUPPORT WINGS PROGRAM INC PO BOX 95615 PALATINE IL 60095 363456061 501(C)(3) 54664 0 PROGRAM SUPPORT WORLD RELIEF DUPAGEAURORA 191 S GARY AVE SUITE 130 CAROL STREAM IL 60188 236393344 501(C)(3) 36747 0 PROGRAM SUPPORT YMCA OF METROPOLITAN CHICAGO 1030 W VAN BUREN CHICAGO IL 60607 362179782 501(C)(3) 400541 0 PROGRAM SUPPORT YOUTH & OPPORTUNITY UNITED 1911 CHURCH ST EVANSTON IL 60201 362734966 501(C)(3) 76734 0 PROGRAM SUPPORT YOUTH GUIDANCE 1 N LASALLE STREET SUITE 900 CHICAGO IL 60602 362167032 501(C)(3) 50416 0 PROGRAM SUPPORT YWCA ELGIN PARTNERSHIP FOR EARLY LEARNING 220 EAST CHICAGO STREET ELGIN IL 60120 362171177 501(C)(3) 80001 0 PROGRAM SUPPORT YWCA EVANSTONNORTH SHORE 1215 CHURCH STREET EVANSTON IL 60201 362193618 501(C)(3) 129690 0 PROGRAM SUPPORT YWCA METROPOLITAN CHICAGO 1 NORTH LASALLE STREET SUITE 1700 CHICAGO IL 60602 362179765 501(C)(3) 263302 0 PROGRAM SUPPORT 360 YOUTH SERVICES 1305 OSWEGO ROAD NAPERVILLE IL 60540 362936229 501(C)(3) 53454 0 PROGRAM SUPPORT 206 PART I, LINE 2: GRANT MONITORING PROCEDURES FOR AGENCIES WHICH UWMC ELECTS TO FUND, UWMC MONITORS THE USE OF GRANTS IN THE UNITED STATES BY REQUIRING AGENCIES TO SUBMIT, NO LESS THAN ANNUALLY, INFORMATION RELATED TO PROGRAMS BEING FUNDED. INFORMATION MAY INCLUDE, BUT IS NOT LIMITED TO, CLIENT DEMOGRAPHICS, PROGRAM ACTIVITIES, PROGRAM MEASUREMENTS AND PROGRAM OUTCOMES. UWMC STAFF ALSO CONVENES AND CONVERSES WITH GRANTEES ON A REGULAR BASIS. FOR ALL FUNDING, INCLUDING DONOR-DESIGNATED GRANTS, UWMC VERIFIES 501(C)(3) CHARITABLE STATUS, COMPLIANCE WITH THE PATRIOT ACT, AND THAT AGENCIES ARE BASED IN THE UNITED STATES. X X X X X 0 0 0 0 0 0 0 1 0 ELIZABETH HUGHES ZIMBLER SVP AND CHIEF DEVELOPMENT OFFICER 324409 0 20100 0 2970 0 13725 0 35171 0 396375 0 0 0 SEAN GARRETT PRESIDENT & CEO 354426 0 0 0 405 0 14107 0 13110 0 382048 0 0 0 MARILYN JACKSON THRU 1221 CHIEF STRATEGY & ENGAGEMENT OFFICER 228851 0 0 0 1935 0 10591 0 33021 0 274398 0 0 0 RONALD DENARD CHIEF FINANCIAL OFFICER 242931 0 0 0 2970 0 11001 0 4115 0 261017 0 0 0 ANNA EDWARDS VICE PRESIDENT, CORPORATE ENGAGEMENT 161200 0 6000 0 512 0 7670 0 13154 0 188536 0 0 0 KIMBERLEE GUENTHER CHIEF IMPACT OFFICER 169409 0 0 0 354 0 7726 0 9050 0 186539 0 0 0 JOSE RICO THRU 1021 CHIEF PARTNERSHIP & INITIATIVE 148961 0 0 0 683 0 7125 0 13939 0 170708 0 0 0 TAMIYA AUREL VP HUMAN RESOURCES 141346 0 0 0 437 0 6401 0 12025 0 160209 0 0 0 PART I, LINE 7: BONUS PAYMENTS ARE DISCRETIONARY IN NATURE, AND ARE BASED ON INDIVIDUALS' PERFORMANCE AGAINST PREDETERMINED GOALS AND/OR A RECRUITMENT INCENTIVE. THE PRESIDENT AND CEO'S BONUS IS BASED ON BENCHMARKS FROM OTHER UNITED WAYS AND CHICAGO-AREA NOT FOR PROFIT ORGANIZATIONS; IT IS RECOMMENDED BY THE CHAIR OF THE BOARD OF DIRECTORS AND APPROVED BY THE FULL BOARD OF DIRECTORS. TOTAL COMPENSATION FOR SENIOR MANAGEMENT, INCLUDING ANY BONUS PAYMENTS, IS APPROVED BY THE COMPENSATION AND HUMAN RESOURCE COMMITTEE OF THE BOARD OF DIRECTORS. IN CALENDAR YEAR 2021, THERE WERE NO PAYOUTS RELATED TO THE CEO BONUS PLAN. X 19 1301348 FMV 0 1 0 PART I, COLUMN (B): UWMC IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. GENERAL INFORMATION UNITED WAY OF METROPOLITAN CHICAGO, INC. ("UWMC") IS AN ILLINOIS NONPROFIT PHILANTHROPIC CORPORATION WHOSE MISSION IS TO IMPROVE LIVES IN THE METROPOLITAN CHICAGO AREA BY MOBILIZING CARING PEOPLE TO INVEST IN THE COMMUNITY WHERE THEIR RESOURCES ARE NEEDED MOST. AT UNITED WAY OF METRO CHICAGO, WE BRING TOGETHER BUSINESSES, GOVERNMENT, NONPROFITS, INDIVIDUAL, AND COMMUNITY LEADERS TO DELIVER FUNDING AND RESOURCES TO AND AMPLIFY THE EXPERTISE OF NONPROFIT ORGANIZATIONS ACROSS GREATER CHICAGO. WE HELP INDIVIDUALS MEET THEIR BASIC NEEDS AND WORK ALONGSIDE NEIGHBORHOOD PARTNERS TO ADDRESS LOCAL PRIORITIES AND CREATE COMMUNITIES WHERE ALL PEOPLE CAN THRIVE. UNITED, WE ARE BUILDING A STRONGER, MORE EQUITABLE CHICAGO REGION. UNITED WAY OF METRO CHICAGO HAS WORKED SIDE-BY-SIDE WITH AGENCY AND COMMUNITY ORGANIZATIONS FOR 90 YEARS AND IN INDIVIDUAL NEIGHBORHOODS ACROSS THE REGION SINCE 2013 THROUGH THE NEIGHBORHOOD NETWORK INITIATIVE. WE WORK ALONGSIDE OUR PARTNERS TO ADDRESS COMMUNITY PRIORITIES AND BUILD LOCAL INFRASTRUCTURE TO RESPOND TO THEIR NEIGHBORHOOD'S MOST PRESSING NEEDS, AND THEN WE HELP SCALE THAT ACROSS THE REGION. WE ALSO CONNECT DONORS AND ORGANIZATIONS THAT WANT TO INVEST IN THE CHICAGO REGION WITH OPPORTUNITIES TO MAKE AN IMPACT. OUR GOAL AT UNITED WAY OF METRO CHICAGO IS NOT TO CREATE PATHWAYS OUT OF OUR NEIGHBORHOODS, BUT TO SUPPORT AND FUND COLLECTIVE EFFORTS - NEIGHBORHOOD-LED COALITIONS - THAT GALVANIZE RESOURCES, IDEAS, AND ENERGY SO NEIGHBORHOODS AND OUR REGION BECOME STRONGER AND MORE EQUITABLE. WE DO THIS WORK THROUGH A DUAL APPROACH STRATEGY: MEETING BASIC NEEDS AND TRANSFORMING NEIGHBORHOODS FROM THE INSIDE OUT. UNITED WAY IMPACT GRANTS SUPPORT LOCAL NONPROFITS THAT DELIVER HIGH-QUALITY PROGRAMS ADDRESSING THE BASIC NEEDS OF OUR NEIGHBORS, SUCH AS FOOD, SHELTER, AND ACCESS TO HEALTHCARE. AND WITH THE LAUNCH OF 211 IN FALL 2022, CHICAGO AND COOK COUNTY RESIDENTS WILL HAVE A 24/7 RESOURCE TO GET THE HEALTH AND HUMAN SERVICE SUPPORT THEY NEED, WHEN THEY NEED IT. THROUGH THE NEIGHBORHOOD NETWORK INITIATIVE, UNITED WAY WORKS WITH HUNDREDS OF AGENCY AND COMMUNITY PARTNERS IN 13 NEIGHBORHOODS ACROSS THE REGION: AUBURN GRESHAM, AUSTIN, BRIGHTON PARK, BRONZEVILLE, CICERO, ENGLEWOOD, EVANSTON, FAR SOUTH, GARFIELD PARK, LITTLE VILLAGE, ROBBINS/BLUE ISLAND, SOUTH CHICAGO, AND WEST CHICAGO. OUR PARTNERS LIVE, WORK, AND INTIMATELY KNOW THEIR COMMUNITIES' BIGGEST CHALLENGES AND GREATEST OPPORTUNITIES. WE BRING TOGETHER THE PEOPLE, IDEAS, AND RESOURCES TO BUILD STRONGER, MORE EQUITABLE NEIGHBORHOODS THROUGH COMMUNITY-BASED AND RESIDENT-LED PROGRAMS. FORM 990, PART I, LINE 6 NUMBER OF VOLUNTEERS: BOARD/POLICY MAKING VOLUNTEERS - 42 ACTIVE CAMPAIGN LEADERS - 108 COMMUNITY IMPACT VOLUNTEERS - 1,735 TOTAL VOLUNTEERS - 1,885 FORM 990, PART VI, SECTION A, LINE 1A EXECUTIVE COMMITTEE: THE EXECUTIVE COMMITTEE CONSISTS OF NOT LESS THAN FIVE MEMBERS OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE MEETS BETWEEN BOARD MEETINGS WHERE THE COMMITTEE EXERCISES THE POWERS OF THE BOARD OF DIRECTORS. ALL SUCH ACTIONS BY THE EXECUTIVE COMMITTEE ARE REPORTED TO THE BOARD OF DIRECTORS AT THE NEXT MEETING OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS: THE FORM 990 WAS PREPARED BY A NATIONAL INDEPENDENT ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S INTERNAL FINANCE DEPARTMENT. A REVIEW OF THE FORM 990 WAS CONDUCTED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO THE FILING. FOLLOWING THE REVIEW AND APPROVAL OF THE AUDIT COMMITTEE, THE FORM 990 WAS PROVIDED BY EMAIL TO EACH OF THE OTHER VOTING MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO THE FILING. FORM 990, PART VI, SECTION B, LINE 12C WRITTEN CONFLICT OF INTEREST POLICY: THE ORGANIZATION HAS A FORMALIZED BUSINESS ETHICS POLICY, APPLICABLE TO ALL EMPLOYEES, DIRECTORS OF UWMC, VOLUNTEER COMMITTEE MEMBERS, THEIR SPOUSES AND CLOSE FAMILY MEMBERS. THE AFOREMENTIONED INDIVIDUALS ARE REQUIRED TO COMPLETE AN ANNUAL COMPLIANCE QUESTIONNAIRE DISCLOSING CLOSE RELATIONSHIPS BETWEEN THE INDIVIDUAL AND THIRD PARTIES WHO MAY HAVE A RELATIONSHIP TO THE ORGANIZATION. THE RESULTS OF THE QUESTIONNAIRE ARE REPORTED TO THE AUDIT COMMITTEE ANNUALLY. THE POLICY COVERS COMPLIANCE WITH LAWS, POLICIES, RULES AND REGULATIONS; CONFLICTS OF INTEREST; BRIBES AND KICKBACKS; MISAPPROPRIATION OR DISREGARD OF DONOR, EMPLOYEE, OR VOLUNTEER DATA; ACCOUNTING PRACTICES; PROVIDING OR RECEIVING GIFTS, ENTERTAINMENT OR PRIZES AND POLITICAL ACTIVITY IN CONNECTION WITH UWMC OTHER THAN PUBLIC POLICY ADVOCACY. THE POLICY PROHIBITS PARTICIPATION IN OUTSIDE BUSINESS VENTURES FOR FINANCIAL GAIN WHICH CONFLICTS WITH THE ORGANIZATION'S ACTIVITIES. THE ORGANIZATION ALSO HAS A WHISTLEBLOWER POLICY COVERING ALL EMPLOYEES, DIRECTORS OF UWMC, VOLUNTEER COMMITTEE MEMBERS, DONORS AND FUNDED AGENCIES. INDIVIDUALS MAY MAKE ANONYMOUS REPORTS TO A THIRD-PARTY PROVIDER, WHICH WILL BE INVESTIGATED BY THE STAFF ETHICS OFFICER, PRESIDENT & CEO, AND/OR VP, HUMAN RESOURCES AS APPROPRIATE. RETALIATION OF ANY KIND IS EXPRESSLY PROHIBITED BY THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION: THE COMPENSATION AND HUMAN RESOURCES COMMITTEE OF THE BOARD OF DIRECTORS ("CHRC") REVIEWS THE PERFORMANCE AND COMPENSATION OF THE PRESIDENT AND CEO, AND OTHER SENIOR MANAGEMENT. THE CHRC CONSIDERS INFORMATION FROM (1) UNITED WAY WORLDWIDE SALARY DATA FOR EQUIVALENT POSITIONS AT OTHER SIMILAR UNITED WAY ORGANIZATIONS IN TERMS OF MARKET SIZE AND REVENUE SIZE AND (2) CHICAGO MARKET DATA FOR OTHER COMPARABLE HUMAN SERVICE ORGANIZATIONS. DELIBERATIONS AND DECISIONS OF THE CHRC ARE CONTEMPORANEOUSLY DOCUMENTED IN MEETING MINUTES. PERFORMANCE EVALUATIONS ARE COMPLETED FOR ALL EMPLOYEES, INCLUDING THE PRESIDENT & CEO AS WELL AS SENIOR MANAGEMENT AT THE CONCLUSION OF EACH FISCAL YEAR. THE CHAIRPERSON OF THE BOARD OF DIRECTORS SEMIANNUALLY SOLICITS INPUT FROM BOARD MEMBERS ON THE PRESIDENT & CEO'S PERFORMANCE. THE PERFORMANCE REVIEW IS PROVIDED TO THE CHRC FOR ITS APPROVAL AND FOR REPORTING TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. ONCE REVIEWED BY THE EXECUTIVE COMMITTEE, ANY ACTION OF THE EXECUTIVE COMMITTEE IS REPORTED TO THE BOARD OF DIRECTORS AT ITS NEXT MEETING. THIS REVIEW OF THE PRESIDENT & CEO'S PERFORMANCE AND SALARY WAS MOST RECENTLY PERFORMED FOR THE FISCAL YEAR ENDED JUNE 30, 2022. FORM 990, PART VI, SECTION C, LINE 18 HOW FORMS ARE MADE AVAILABLE TO THE PUBLIC: UWMC'S FORM 1023, APPLICATION FOR RECOGNITION OF EXEMPTION, IS AVAILABLE ON UWMC'S WEBSITE AT HTTPS://LIVEUNITEDCHICAGO.ORG/. UWMC MAKES ITS FORM 990 AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC: UWMC MAKES ITS GOVERNING DOCUMENTS, THE BYLAWS AND ARTICLES OF INCORPORATION, THE MOST RECENT AUDITED FINANCIAL STATEMENTS AND A LINK TO ETHICS POINT AVAILABLE ON THE UWMC WEBSITE HTTPS://LIVEUNITEDCHICAGO.ORG/. FORM 990, PART IX FUNCTIONAL EXPENSES: UWMC CALCULATES ITS 2021 TAX YEAR (FISCAL YEAR ENDED JUNE 30, 2022) OVERHEAD RATE USING THE SUM OF MANAGEMENT AND GENERAL TOTAL EXPENSES AND FUNDRAISING TOTAL EXPENSES REPORTED IN PART IX (STATEMENT OF FUNCTIONAL EXPENSES) DIVIDED BY THE TOTAL REVENUE REPORTED IN PART VIII, LINE 12, OF COLUMN A. THIS UWMC OVERHEAD RATE FOR 2021 IS 14.6%. TOTAL EXPENSES INCURRED BY UWMC REFLECT THE PRIMARY ROLE OF STAFF KNOWLEDGE IN FUNDRAISING, COMMUNITY ENGAGEMENT, VOLUNTEERISM, ADVOCACY, AND COALITION BUILDING NECESSARY FOR AN ORGANIZATION THAT LEVERAGES EXPERTISE, CONNECTIONS, AND RESOURCES TOWARD SOLVING COMMUNITY PROBLEMS AND IMPROVING LIVES ON A LARGE SCALE. FORM 990, PART XI, LINE 9: PENSION ADJUSTMENT 351,552. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT -116,812. UNITED WAY - MCCORMICK PARTNERSHIP 333 S WABASH AVENUE CHICAGO IL 60604 825478333 NEIGHBORHOOD IL 501(C)(3) LINE 7 UWMC 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 UNITED WAY - MCCORMICK PARTNERSHIPS C 1352005 FMV UNITED WAY - MCCORMICK PARTNERSHIPS Q 289497 FMV