2021-05-12T11:34:20-05:00 2020-06-30 131610809 FRIEDMAN LLP 2000 MARKET STREET SUITE 500 PHILADELPHIA PA 19103 990 2019-07-01 232913784 UNIVERSITY CITY DISTRICT UNIV 2152430555 3940-42 CHESTNUT STREET PHILADELPHIA PA 19104 MATTHEW BERGHEISER PRESIDENT 2152430555 2021-05-04 1 MARIE DECICCO P01419199 2154969200 2021-05-04 2019 2022-09-23 18:48:47Z MATTHEW BERGHEISER 3490 CHESTNUT ST PHILADELPHIA PA 19104 11197786 0 X WWW.UNIVERSITYCITY.ORG X 1997 PA TO FOSTER A VIBRANT, COMPETITIVE UNIVERSITY CITY. 27 27 46 26 0 0 5395848 8211860 3838437 2861958 112953 79644 0 0 9347238 11153462 208841 847804 0 0 3030732 3251685 0 0 79584 7742646 6987690 10982219 11087179 -1634981 66283 10333294 10734233 886397 1404327 9446897 9329906 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 1 3972767 924567 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 190,000 PEOPLE, 655 ORGANIZATIONS AND BUSINESSES BENEFIT FROM THE PROGRAM. 2266947 1267179 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 190,000 PEOPLE, 655 ORGANIZATIONS AND BUSINESSES BENEFIT FROM THE PROGRAM. 1590043 641830 GREEN CITY WORKS IS A SOCIAL ENTERPRISE THAT PROVIDES HIGH QUALITY LANDSCAPING SERVICES WHILE CONNECTING LOCAL COMMUNITY MEMBERS TO GOOD, STABLE JOBS. WE ARE COMMITTED TO ADVANCING OUR SERVICES, OUR LABOR FORCE AND OUR COMMUNITY THROUGH GREEN SPACE IMPROVEMENTS. APPROXIMATELY 190,000 PEOPLE AND 655 ORGANIZATIONS AND BUSINESSES BENEFIT FROM THE PROGRAM. 2549652 847804 28382 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 190,000 PEOPLE AND 655 ORGANIZATIONS AND BUSINESSES BENEFIT FROM THE PROGRAM.THE WEST PHILADELPHIA SKILLS INITIATIVE - UNIVERSITY CITY DISTRICT'S NATIONALLY RECOGNIZED WEST PHILADELPHIA SKILLS INITIATIVE (WPSI) CONNECTS UNEMPLOYED WEST PHILADELPHIANS SEEKING OPPORTUNITY WITH EMPLOYERS IN PHILADELPHIA SEEKING TALENT. APPROXIMATELY 300 PEOPLE AND 80 ORGANIZATIONS AND BUSINESSES HAVE BEEN AFFILIATED WITH THE PROGRAM SINCE ITS INCEPTION. 2549652 847804 28382 10379409 1 1 0 0 0 0 0 0 0 1 1 1 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 0 0 0 0 0 0 0 0 0 0 1 79 0 1 46 1 0 0 0 0 0 0 0 0 0 0 0 0 X 27 27 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 ELIZABETH AZARI 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 DAVID FORDE JR 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 PETER GROLLMAN BOARD MEMBER 1.00 X 0 0 0 BARRY GROSSBACH BOARD MEMBER 1.00 X 0 0 0 CURTIS HESS 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 JOE RITCHIE BOARD MEMBER 1.00 X 0 0 0 JOSH SEVIN BOARD MEMBER 1.00 X 0 0 0 DOUGLAS SMITH BOARD MEMBER 1.00 X 0 0 0 DONALD MOORE BOARD MEMBER 1.00 X 0 0 0 JOHN GRADY BOARD MEMBER 1.00 X 0 0 0 ANGELA DOWD-BURTON BOARD MEMBER 1.00 X 0 0 0 JOE REAGAN JR BOARD MEMBER (TO 03/01/20) 1.00 X 0 0 0 MATTHEW BERGHEISER PRESIDENT 40.00 X 287657 0 32863 SARAH STELTZ VICE PRESIDENT OF WORKFORCE SOLUTIONS 40.00 X 135085 0 20074 BRIAN ENGLISH DIRECTOR OF GREEN CITY WORKS 40.00 X 123511 0 25210 ALAN GARRY VICE PRESIDENT OF PUBLIC SAFETY AND COMMUNITY SERV 40.00 X 107615 0 4442 653868 0 82589 4 0 1 0 0 46356 8165504 8211860 LUCY INCOME 485000 1267179 1267179 PUBLIC SAFETY 900099 783687 783687 GREEN CITY WORKS 900099 641830 641830 GENERAL SERVICES 900099 73971 73971 PUBLIC SPACE MAINTENANCE 900099 66909 66909 28382 28382 2861958 79756 79756 44212 44324 -112 -112 -112 11153462 2861958 0 79644 847804 847804 306580 306580 2410235 2187650 171660 50925 60465 56343 4122 292784 275100 17684 181621 167153 10174 4294 1813 1468 259 86 5937 3190 2747 265878 254293 9198 2387 105843 105843 271615 217406 47284 6925 42336 34475 5896 1965 373487 350970 15701 6816 227770 223134 3477 1159 PUBLIC SAFETY 2262669 2262669 DISTRICT SERVICES 1497163 1497163 LUCY PROGRAM 1299378 1299378 LANDSCAPING AND DESIGN 368084 368084 265717 227286 33404 5027 11087179 10379409 628186 79584 18405 13560 2727390 4417115 2690507 1492877 810368 354556 101656 547271 6266911 3786504 2630409 2480407 1243004 1322563 111555 105884 10333294 10734233 560019 523665 112335 180608 347555 0 518100 33435 15007 886397 1404327 X 4522210 3946530 4924687 5383376 9446897 9329906 10333294 10734233 X 66283 -8274 137771 -312771 X 0 1 X 1 0 X 6995316 6329237 11720331 5395849 8211860 38652593 2475917 3222587 3208109 3838437 2861958 15607008 9471233 9551824 14928440 9234286 11073818 54259601 50075 2514 2926 68709 124224 0 50075 2514 2926 68709 124224 54135377 49050 43697 80895 112953 79756 366351 49050 43697 80895 112953 79756 366351 9520283 9595521 15009335 9347239 11153574 54625952 0.99100 0.99300 0.00670 0.00590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1337546 63000 11088 1411634 1176131 84000 77415 1337546 1053529 84000 38602 1176131 894819 84000 74710 1053529 780552 84000 30267 894819 0.93690 0.06310 1 0 2060381 2023466 36915 204935 91375 113560 4001595 1671663 2329932 2480407 VANGUARD INVESTMENTS 1322563 F 1322563 DEFERRED RENT OBLIGATION 15007 15007 X 11282959 -8274 137771 129497 11153462 0 11153462 11399950 312771 312771 11087179 0 11087179 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) 431906 WORKFORCE DEVELOPMENT DREXEL UNIVERSITY 3141 CHESTNUT STREET PHILADELPHIA PA 19104 231352630 501(C)(3) 114868 WORKFORCE DEVELOPMENT DAHLAK RESTAURANT 4706-08 BALTIMORE AVENUE PHILADELPHIA PA 19143 233055883 5635 COVID-19 SMALL BUSINESS SUPPORT FOUR WORLDS BAKERY CO 4634 WOODLAND AVE PHILADELPHIA PA 19143 271561469 5635 COVID-19 SMALL BUSINESS SUPPORT LIL POP SHOP LLC 265 S 44TH STREET PHILADELPHIA PA 19104 454230352 5635 COVID-19 SMALL BUSINESS SUPPORT PHILLY CUTS BARBERSHOP 4409 CHESTNUT STREET PHILADELPHIA PA 19104 844669582 5635 COVID-19 SMALL BUSINESS SUPPORT RENATA'S KITCHEN 3940 BALTIMORE AVE PHILADELPHIA PA 19104 461615163 5635 COVID-19 SMALL BUSINESS SUPPORT THE LAST WORD BOOKSHOP LLC 220 S 40TH STREET PHILADELPHIA PA 19104 233042689 5635 COVID-19 SMALL BUSINESS SUPPORT 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 0 0 MATTHEW BERGHEISER PRESIDENT 242657 0 45000 0 0 0 8994 0 23869 0 320520 0 0 0 SARAH STELTZ VICE PRESIDENT OF WORKFORCE SOLUTION 135085 0 0 0 0 0 4111 0 15963 0 155159 0 0 0 FORM 990, PART III, LINE 3 DUE TO THE COVID-19 PANDEMIC, MOST SIGNATURE FREE PROGRAMS LIKE MOVIES IN CLARK PARK, THE BALTIMORE AVENUE DOLLAR STROLL, THE 40TH STREET SUMMER SERIES, THE POPULAR RESTAURANT PROMOTION UNIVERSITY CITY DINING DAYS, AND THE NETWORKING SERIES MIX WERE PAUSED LAST FISCAL YEAR WITH THE HOPE THAT THEY CAN RESUME IN THE NEW YEAR. 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 EXECUTIVE DIRECTOR 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 FINANCE DIRECTOR. THE FINANCE DIRECTOR WILL CONVEY THESE QUESTIONS AND COMMENTS TO THE AUDITORS. THE FINANCE DIRECTOR 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 EXECUTIVE DIRECTOR, 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 2020. 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 -312,771.