2021-11-15T09:52:33-06:00 2021-06-30 510380493 WHEELER WOLFENDEN & DWARES PA 4550 NEW LINDEN HILL ROAD STE 201 WILMINGTON DE 19808 990 2020-07-01 232131877 UNITED WAY OF CHESTER COUNTY INC UNIT 6104299400 495 THOMAS JONES WAY STE 302 EXTON PA 19341 CHRISTOPHER SAELLO PRESIDENT/CEO 6104299400 2021-11-11 1 CHRISTOPHER SAELLO 999009999 KATHLEEN CORCORAN CPA P00454914 3022548240 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z CHRISTOPHER SAELLO 495 THOMAS JONES WAY STE 302 EXTON PA 19341 3438034 0 X WWW.UNITEDWAYCHESTERCOUNTY.ORG X 1980 PA TO UNITE PEOPLE AND MOBILIZE RESOURCES TO BUILD BETTER LIVES AND STRONGER COMMUNITIES. 20 20 10 0 0 0 3560474 3115922 71160 47250 18372 5293 89154 269569 3739160 3438034 1393791 1611565 0 0 680782 683037 0 0 284165 845257 933317 2919830 3227919 819330 210115 1950889 2531484 602914 975175 1347975 1556309 TO UNITE PEOPLE AND MOBILIZE RESOURCES TO BUILD BETTER LIVES AND STRONGER COMMUNITIES. 0 0 2636405 1611565 316819 UNITED WAY OF CHESTER COUNTY IS COMMITTED TO CREATING POSITIVE, SUSTAINABLE CHANGES IN COMMUNITY CONDITIONS BY FOSTERING STRATEGIC COMMUNITY COLLABORATIONS WITH OTHER NONPROFIT SERVICE PROVIDERS, GOVERNMENT ENTITIES, EDUCATIONAL INSTITUTIONS AND BUSINESSES TO LEVERAGE OUR RESOURCES AND EXPERTISE TO MEET THE NEEDS OF CHESTER COUNTY AND ITS RESIDENTS. THE WORK IS FOCUSED ON FUNDING HEALTH AND HUMAN SERVICE NEEDS IN AREAS OF EDUCATION, FINANCIAL INDEPENDENCE AND HEALTH. UWCC HARNESSES THE COLLECTIVE STRENGTH OF THE COMMUNITY TO ADDRESS THE ROOT CAUSES OF PROBLEMS IN THESE AREAS. 2636405 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 10 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 PA X X X CHRISTINA WAGONER 6104299400 495 THOMAS JONES WAY STE 302 EXTON PA 19341 KATHI COZZONE DIRECTOR 1.00 X 0 0 0 EDWIN A BROWNLEY JR DIRECTOR 1.00 X 0 0 0 NEIL BRYANT DIRECTOR 1.00 X 0 0 0 SCOTT NEUMANN DIRECTOR 1.00 X 0 0 0 WILL ANDERSON DIRECTOR 1.00 X 0 0 0 JODI ROTH-SAKS DIRECTOR 1.00 X 0 0 0 MARYBETH DIVINCENZO DIRECTOR 1.00 X 0 0 0 TIMOTHY T NELSON DIRECTOR 1.00 X 0 0 0 CJ WITHERSPOON DIRECTOR 1.00 X 0 0 0 BRIAN PARSONS TREASURER 1.00 X X 0 0 0 TONY SCHIEVERT DIRECTOR 1.00 X 0 0 0 STEVE SHIHADEH DIRECTOR 1.00 X 0 0 0 CHARLES D KOCHKA DIRECTOR 1.00 X 0 0 0 STEPHEN DIMARCO DIRECTOR 1.00 X 0 0 0 JOSEPH O'BRIEN DIRECTOR 1.00 X 0 0 0 DAVID ZIMMERMAN DIRECTOR 1.00 X 0 0 0 CAROLYN BEAM SECRETARY 1.00 X X 0 0 0 ALFRED RUNDLE JR DIRECTOR 1.00 X 0 0 0 PETER J SILVESTER JR BOARD CHAIR 1.00 X X 0 0 0 CELESTE BARR DIRECTOR 1.00 X 0 0 0 CHRIS SAELLO PRESIDENT / CEO 40.00 X 128000 0 29838 128000 0 29838 1 0 1 0 0 258549 2857373 12850 3115922 LEADERSHIP PROGRAM FEE 900099 47250 47250 47250 5293 5293 OTHER INCOME 900099 166046 166046 SERVICE FEE 900099 103523 103523 269569 3438034 316819 0 5293 1611565 1611565 158181 79091 31636 47454 417781 293159 71604 53018 21738 16202 3591 1945 42275 30349 7148 4778 43062 28180 7669 7213 58818 38490 10476 9852 7265 4755 1293 1217 47580 31136 8474 7970 70459 46109 12548 11802 12510 8187 2228 2095 36683 36683 1729 1132 307 290 10571 6918 1882 1771 SCHEDULE O TOTAL EXPENS 467300 220730 111810 134760 FINANCIAL STABILITY PRO 141690 141690 VITA GRANT COSTS 36412 36412 PRE-K COSTS 15000 15000 27300 27300 3227919 2636405 307349 284165 255733 416686 1038916 961318 642626 1029794 0 111801 88648 82118 8259 6530 5355 5355 1950889 2531484 52238 51314 412489 872944 0 49000 136900 0 1287 1917 602914 975175 X 1139531 1340412 208444 215897 1347975 1556309 1950889 2531484 X 210115 -1781 X X 0 1 X 1 0 X 4048421 3537529 3077438 3560474 2857373 17081235 4048421 3537529 3077438 3560474 2857373 17081235 17081235 15744 16862 26406 18372 5293 82677 89513 75466 66095 91096 269569 591739 17755651 566933 0.96200 0.97380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 88648 82118 6530 6530 ESCHEAT RESERVES 1917 1917 X 2344370 0 2344370 1093664 1093664 3438034 2136036 1781 1781 2134255 1093664 1093664 3227919 PART X, LINE 2: UNITED WAY OF CHESTER COUNTY, INC. IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS A PUBLICLY SUPPORTED ORGANIZATION. THE ORGANIZATION HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). ACCORDINGLY, DONORS QUALIFY FOR THE MAXIMUM CHARITABLE DEDUCTION ALLOWED BY THE INTERNAL REVENUE CODE. THE ORGANIZATION ADHERES TO ASC 740-10, INCOME TAX, AS IT RELATES TO UNCERTAIN TAX POSITIONS. MANAGEMENT HAS REVIEWED ITS CURRENT AND PAST FEDERAL INCOME TAX POSITIONS AND HAS DETERMINED, BASED ON CLEAR AND UNAMBIGUOUS TAX LAW AND REGULATIONS, THAT THE TAX POSITIONS TAKEN ARE CERTAIN AND THAT THERE IS NO LIKELIHOOD THAT A MATERIAL TAX ASSESSMENT WOULD BE MADE IF A RESPECTIVE GOVERNMENT AGENCY EXAMINED TAX RETURNS SUBJECT TO AUDIT. ACCORDINGLY, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED. CURRENTLY, THE 2017, 2018, AND 2019 TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. HOWEVER, THE ORGANIZATION IS NOT CURRENTLY UNDER AUDIT NOR HAS THE ORGANIZATION BEEN CONTACTED BY ANY JURISDICTION. INTEREST AND PENALTIES RELATED TO INCOME TAXES ARE INCLUDED IN INCOME TAX EXPENSE WHEN INCURRED. PART XI, LINE 4B - OTHER ADJUSTMENTS: PAY DIRECTS 333,751. DONOR SPECIFIED CONTRIBUTIONS 759,913. PROMOTIONAL EVENTS PART XII, LINE 2D - OTHER ADJUSTMENTS: NON-OPERATING EXPENSES 1,781. PART XII, LINE 4B - OTHER ADJUSTMENTS: PAY DIRECTS 333,751. DONOR SPECIFIED CONTRIBUTIONS 759,913. 1 BIG BROTHERSBIG SISTERS SOUTHEASTERN PENNSLYVANIA 123 S BROAD STREET STE 218 PHILADELPHIA PA 19109 231352034 501(C)3 129350 GENERAL ASSISTANCE YMCA OF GREATER BRANDYWINE BRANDYWINE YMCA 295 HURLEY ROAD COATESVILLE PA 19320 231365994 501(C)3 6967 GENERAL ASSISTANCE CEREBRAL PALSY ASSOCIATION OF CHESTER COUNTY INC 749 SPINGDALE DRIVE EXTON PA 19341 232233854 501(C)3 10000 GENERAL ASSISTANCE CHESPENN HEALTH SERVICES 2600 W 9TH STREET 2 NORTH CHESTER PA 19013 237354899 501(C)3 10130 GENERAL ASSISTANCE CHESTER COUNTY OIC 790 E MARKET STREET STE 10 WEST CHESTER PA 19382 232122709 501(C)3 10063 GENERAL ASSISTANCE PHOENIXVILLE AREA COMMUNITY SERVICES 257 CHURCH STREET PHOENIXVILLE PA 19460 231902190 501(C)3 6199 GENERAL ASSISTANCE DOMESTIC VIOLENCE CENTER OF CHESTER COUNTY PO BOX 832 WEST CHESTER PA 19381 222606511 501(C)3 9078 GENERAL ASSISTANCE PHOENIXVILLE AREA SENIOR CENTER 153 CHURCH STREET PHOENIXVILLE PA 19460 232107124 501(C)3 10000 GENERAL ASSISTANCE FAMILY SERVICE OF CHESTER COUNTY 310 N MATLACK STREET WEST CHESTER PA 19380 231726329 501(C)3 55000 GENERAL ASSISTANCE FRIENDS ASSOCIATION FOR CARE AND PROTECTION OF CHILDREN 206 N CHURCH STREET WEST CHESTER PA 19380 231381006 501(C)3 32749 GENERAL ASSISTANCE HOME OF THE SPARROW 969 SWEDESFORD ROAD EXTON PA 19341 232775004 501(C)3 5457 GENERAL ASSISTANCE THE GOOD SAMARITAN SHELTER INC PO BOX 551 PHOENIXVILLE PA 19460 233011817 501(C)3 10000 GENERAL ASSISTANCE SURREY SERVICES FOR SENIORS 60 SURREY WAY DEVON PA 19333 232610145 501(C)3 7500 GENERAL ASSISTANCE OPEN HEARTH INC 101 N MAIN STREET STE A-1 SPRING CITY PA 19475 232652023 501(C)3 75700 GENERAL ASSISTANCE PHOENIXVILLE AREA CHILDREN'S LEARNING CENTER 310 MAIN STREET PHOENIXVILLE PA 19460 231658931 501(C)3 6350 GENERAL ASSISTANCE NORTH STAR OF CHESTER COUNTY 330 W MARKET STREET WEST CHESTER PA 19382 232713075 501(C)3 8339 GENERAL ASSISTANCE VOLUNTEER ENGLISH PROGRAM 790 E MARKET STREET STE 21 WEST CHESTER PA 19382 222685077 501(C)3 10000 GENERAL ASSISTANCE PLANNED PARENTHOOD SOUTHEASTERN PENNSYLVANIA 8 SOUTH WAYNE STREET WEST CHESTER PA 19382 231683247 501(C)3 6904 GENERAL ASSISTANCE THE ARC OF CHESTER COUNTY 900 LAWRENCE DRIVE WEST CHESTER PA 19380 231604737 501(C)3 11672 GENERAL ASSISTANCE CHESTER COUNTY HOSPITAL FOUNDATION 701 EAST MARSHALL STREET WEST CHESTER PA 19380 230469150 501(C)3 10005 GENERAL ASSISTANCE PARKESBURG POINT YOUTH CENTER PO BOX 731 PARKESBURG PA 19365 030399261 501(C)3 10208 GENERAL ASSISTANCE THE CRIME VICTIMS' CENTER OF CHESTER COUNTY INC 236 WEST MARKET STREET WEST CHESTER PA 19382 232039284 501(C)3 10617 GENERAL ASSISTANCE WEST CHESTER AREA DAY CARE CENTER 501 EAST NIELDS STREET WEST CHESTER PA 19382 231613599 501(C)3 10451 GENERAL ASSISTANCE WEST CHESTER AREA SENIOR CENTER 530 EAST UNION STREET WEST CHESTER PA 19382 232149355 501(C)3 11301 GENERAL ASSISTANCE YOUTH MENTORING PARTNERSHIP 20 LIBERTY BLVD MALVERN PA 19355 261366523 501(C)3 16608 GENERAL ASSISTANCE GENERAL ASSISTANCE WEST CHESTER FOOD CUPBOARD 431 S BOLMAR STREET WEST CHESTER PA 19382 461420690 501(C)3 10592 GENERAL ASSISTANCE COATESVILLE YOUTH INITIATIVE 50 SOUTH FIRST AVENUE COATESVILLE PA 19320 463277499 501(C)3 10000 GENERAL ASSISTANCE HANDI-CRAFTERS INC 215 BARLEY SHEAF ROAD THORNDALE PA 19372 231609968 501(C)3 21089 GENERAL ASSISTANCE GENERAL ASSISTANCE GENERAL ASSISTANCE GENERAL ASSISTANCE GENERAL ASSISTANCE GENERAL ASSISTANCE GENERAL ASSISTANCE GOOD NEIGHBORS HOME REPAIR 224 E STREET ROAD KENNET SQUARE PA 19348 113839742 501(C)3 20000 GENERAL ASSISTANCE GOOD WORKS PO BOX 1441 COATESVILLE PA 19320 232513834 501(C)3 34898 GENERAL ASSISTANCE GENERAL ASSISTANCE GENERAL ASSISTANCE HONEY BROOK FOOD PANTRY 5064 HORSESHOE PIKE HONEY BROOK PA 19344 471786657 501(C)3 6000 GENERAL ASSISTANCE GENERAL ASSISTANCE UNITED WAY OF SAN DIEGO COUNTY CA 4699 MURPHY CANYON ROAD SAN DIEGO CA 92123 952213995 501(C)3 7667 GENERAL ASSISTANCE LCH HEALTH AND COMMUNITY SERVICES 731 W CYPRESS STREET KENNET SQUARE PA 19348 232041915 501(C)3 6579 GENERAL ASSISTANCE UNITED WAY OF GRTR PHILA AND SOUTHER NJ PO BOX 15760 PHILADELPHIA PA 19103 231556045 501(C)3 28758 GENERAL ASSISTANCE SILO PO BOX 22 OXFORD PA 19363 822595175 501(C)3 10000 GENERAL ASSISTANCE A HAVEN 623 NORTH POTTSTOWN PIKE EXTON PA 19341 813342825 501(C)3 9240 GENERAL ASSISTANCE BRANDYWINE VALLEY ACTIVE AGING 250 MLK JR BLVD COATESVILLE PA 19320 232040210 501(C)3 10143 GENERAL ASSISTANCE CHARLES A MELTON ARTS & EDUCATION CENTER 501 E MINER ST WEST CHESTER PA 19382 231381458 501(C)3 11387 GENERAL ASSISTANCE MATERNAL AND CHILD HEALTH CONSORTIUM 30 W BERNARD STREET WEST CHESTER PA 19382 232775806 501(C)3 5393 GENERAL ASSISTANCE MILE HIGH UNITED WAY CO 711 PARK AVENUE WEST DENVER CO 80205 840404235 501(C)3 15900 GENERAL ASSISTANCE PHOENIXVILLE WOMEN'S OUTREACH CENTER PO BOX 244 PHOENIXVILLE PA 19460 472270202 501(C)3 5130 GENERAL ASSISTANCE UNITED WAY OF GRTR ATLANTA GA 40 COURTLAND STREET NE ATLANTA GA 30303 580566194 501(C)3 13922 GENERAL ASSISTANCE UNITED WAY OF GRTR HOUSTON TX 50 WAUGH DRIVE HOUSTON TX 77007 741167964 501(C)3 7723 GENERAL ASSISTANCE UNITED WAY OF NORTHERN NJ 222 RIDGEDALE AVENUE CEDAR KNOLLS NJ 07927 221487247 501(C)3 6737 GENERAL ASSISTANCE VALLEY OF THE SUN UNITED WAY AZ 3200 EAST CAMELBACK ROAD SUITE 375 PHOENIX AZ 85014 860104419 501(C)3 7649 GENERAL ASSISTANCE GENERAL ASSISTANCE PART I, LINE 2: UNITED WAY OF CHESTER COUNTY'S AGENCY REVIEW PROCESS ENSURES THAT DOLLARS ALLOCATED TO SUPPORT PROGRAMS ARE INDEED BEING USED TO FUND PROGRAMS AS DIRECTED. X X 0 0 0 0 0 0 0 0 0 CHRIS SAELLO PRESIDENT / CEO 128000 0 0 0 0 0 0 0 29838 0 157838 0 0 0 CHARLES KOCHKA INDIVIDUAL IS A KEY EMPLOYEE AT A BANK THE ORGANIZATION MAINTAINS FUNDS INDIVIDUAL IS A BOARD MEMBER AT UWCC. 0 CAROL BEAM INDIVIDUAL IS A KEY EMPLOYEE AT A BANK THE ORGANIZATION MAINTAINS FUNDS INDIVIDUAL IS A BOARD MEMBER AT UWCC. 0 FORM 990, PART VI, SECTION A, LINE 8B THE BOARD OF DIRECTORS MAKES ALL DECISIONS. THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE AND BOARD REVIEW IN DETAIL THE 990. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES, BOARD OF DIRECTORS, AND VOLUNTEERS HAVE TO SIGN A CODE OF ETHICS POLICY, WHICH INCLUDES THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 UNITED WAY OF CHESTER COUNTY STAFF COMPENSATION POLICY ENSURES THAT IT IS ABLE TO RETAIN THE SERVICES OF HIGH QUALITY EMPLOYEES BY PROVIDING A REASONABLE COMPENSATION PACKAGE - THAT IS, COMPENSATION THAT WOULD ORDINARILY BE PAID FOR SIMILAR SERVICES BY SIMILAR ORGANIZATIONS UNDER SIMILAR CIRCUMSTANCES. THE CEO IS AUTHORIZED TO MAKE DECISIONS REGARDING MANAGEMENT LEVEL EMPLOYEES' COMPENSATION AND THE EXECUTIVE COMMITTEE AND THE PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS ARE AUTHORIZED TO MAKE DECISIONS REGARDING THE CEO'S COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 ANYONE MAY REQUEST TO INSPECT THE ORGANIZATIONAL DOCUMENTS AT THE ORGANIZATION'S MAIN LOCATION. FORM 990, PART XI, LINE 9: NON-OPERATING EXPENSES -1,781. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT OR THE PROCESS FOR SELECTING THE INDEPENDENT ACCOUNTANT. PART IX, STATEMENT OF FUNCTIONAL EXPENSES, LINE 24A PROGRAM EXPENSES: BANK FEES 2,645 211 CALL CENTER 46,280 MEMBERSHIP DUES 7,679 POSTAGE 4,756 PRINTING & SUPPLIES 24,508 SERVICE AGREEMENTS 1,346 UTILITIES 178 PAY DIRECTS 333,751 TRANSFER TO FUNDRAISING AND M&G (200,412) TOTAL OTHER PROGRAM $ 220,730 MANAGEMENT AND GENERAL EXPENSES: BANK FEES 721 211 CALL CENTER 12,595 MEMBERSHIP DUES 2,090 POSTAGE 1,295 PRINTING & SUPPLIES 6,670 SERVICE AGREEMENTS 367 UTILITIES 48 TRANSFER FROM PROGRAM 88,024 TOTAL OTHER M&G EXPENSES $ 111,810 FUNDRAISING EXPENSES: BANK FEES 677 211 CALL CENTER 11,846 MEMBERSHIP DUES 1,965 POSTAGE 1,218 PRINTING & SUPPLIES 6,273 SERVICE AGREEMENTS 345 UTILITIES 46 TRANSFER FROM PROGRAM 112,390 TOTAL OTHER FUNDRAISING EXPENSES $ 134,760