UNITED WAY OF BUCKS COUNTY: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY OF BUCKS COUNTY (EIN 23-1409706)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202143199349307149
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T10:45:06-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN231406493PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MORISON COGEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1484 NORRISTOWN RD STE 100AddressLine1Txt
CityBLUE BELLCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19422ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN231409706EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY OF BUCKS COUNTYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone2159491660PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1413 HOOD BLVDAddressLine1Txt
CityFAIRLESS HILLSCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19030ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFAITH PARKINSONPersonNm
Person TitleDIRECTOR OF FINANCE & ADMIN.PersonTitleTxt
Phone2159491660PhoneNum
Signature2021-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstFAITHPersonFirstNm
Person LastPARKINSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH M KISTNER CPAPreparerPersonNm
PTINP00157086PTIN
Phone2674403000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerFAITH PARKINSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1413 HOOD BLVDAddressLine1Txt
CityFAIRLESS HILLSCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19030ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,780,000GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1952FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionUNITED WAY OF BUCKS COUNTY CREATES OPPORTUNITIES FOR QUALITY EDUCATION, FINANCIAL STABILITY, AND GOOD HEALTH TO ENSURE REAL, LASTING CHANGE FOR INDIVIDUALS AND OUR COMMUNITIES.ActivityOrMissionDesc
Voting Members Governing Body33VotingMembersGoverningBodyCnt
Voting Members Independent33VotingMembersIndependentCnt
Total Employee14TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,387,204PYContributionsGrantsAmt
CY Contributions Grants$5,684,708CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$83,645PYInvestmentIncomeAmt
CY Investment Income$41,248CYInvestmentIncomeAmt
PY Other Revenue$41,010PYOtherRevenueAmt
CY Other Revenue$25,667CYOtherRevenueAmt
PY Total Revenue$4,511,859PYTotalRevenueAmt
CY Total Revenue$5,751,623CYTotalRevenueAmt
PY Grants And Similar Paid$698,477PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$810,178CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$664,705PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$772,897CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$356,635CYTotalFundraisingExpenseAmt
PY Other Expenses$2,898,524PYOtherExpensesAmt
CY Other Expenses$3,826,813CYOtherExpensesAmt
PY Total Expenses$4,261,706PYTotalExpensesAmt
CY Total Expenses$5,409,888CYTotalExpensesAmt
PY Revenues Less Expenses$250,153PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$341,735CYRevenuesLessExpensesAmt
Total Assets BOY$3,426,789TotalAssetsBOYAmt
Total Assets EOY$4,141,447TotalAssetsEOYAmt
Total Liabilities BOY$139,284TotalLiabilitiesBOYAmt
Total Liabilities EOY$412,874TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,287,505NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,728,573NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionUNITED WAY OF BUCKS COUNTY CREATES OPPORTUNITIES FOR QUALITY EDUCATION, FINANCIAL STABILITY, AND GOOD HEALTH TO ENSURE REAL, LASTING CHANGE FOR INDIVIDUALS AND OUR COMMUNITIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,654,025ExpenseAmt
Revenue$25,667RevenueAmt
DescCOMMUNITY & AGENCY SERVICES: RESOURCES ARE DIRECTED TO THE PLANNING AND COORDINATION OF SERVICES THAT SUPPORT INDIVIDUALS AND NONPROFITS. THIS INCLUDES ADVOCACY, DISTRIBUTION OF GIFTS IN-KIND, COMPILING AND DISTRIBUTING COMMUNITY RESOURCE GUIDES, VOLUNTEER RECRUITMENT AND REFERRAL, AND CONNECTING BUSINESSES AND GROUPS WITH SERVICE PROJECTS AND NONPROFITS THAT NEED HELP.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$810,178ExpenseAmt
Grant$810,178GrantAmt
DescCOMMUNITY INVESTMENTS & NONPROFIT GRANTS: THESE FUNDS ARE DISTRIBUTED TO AND THROUGH NONPROFIT AGENCIES AND COLLABORATIVE GROUPS. FUNDS ARE AIMED AT HELPING PEOPLE WITH SHORT-TERM, BASIC NEEDS (E.G. SHELTER, TRANSPORTATION, CHILD CARE, FOOD, ETC.) AND CREATING LASTING CHANGE. FUNDED PROGRAMS FOCUS ON BUILDING FINANCIAL SELF-SUFFICIENCY, IMPROVING FAMILY STABILITY, CREATING ACCESS TO EARLY EDUCATION, AND IMPROVING PEOPLE'S HEALTH.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$287,771ExpenseAmt
DescCOMMUNITY IMPACT: THESE FUNDS ARE INVESTED IN CONVENING GROUPS TO HELP IDENTIFY AND TARGET PROBLEMS IN THE COMMUNITY. FUNDS HELP BUILD COLLABORATIVE EFFORTS AND IMPROVE THE SYSTEMS THAT SERVE OUR MOST VULNERABLE RESIDENTS. COMMUNITY IMPACT PARTNERS INCLUDE GOVERNMENT, BUSINESSES, FAITH-BASED GROUPS, EDUCATIONAL ORGANIZATIONS, NONPROFITS, AND INDIVIDUALS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)

ExpenseExpenseAmtDescDesc
$35,175FUNDS DISTRIBUTION: THESE FUNDS ARE INVESTED IN HUMAN SERVICE PLANNING, AS WELL AS ALLOCATING THE DOLLARS RAISED IN THE ANNUAL CAMPAIGN. FUNDS ARE USED TO HELP IDENTIFY THE MOST EFFECTIVE AND COST-EFFECTIVE HUMAN SERVICE SOLUTIONS, BUILD OR VET PROGRAM EVALUATION PLANS, AND ENSURE A HIGH AND DEMONSTRABLE RETURN ON INVESTMENT FOR ALL FUNDED PROGRAMS.
$39,672DONOR DESIGNATIONS-MEMBER AGENCIES, NON-MEMBER AGENCIES, AND OTHER
$18,706EMERGENCY FOOD PROGRAMS, GIFTS IN KIND, AND COMMUNITY SERVICES LABOR LIAISON.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$93,553TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$4,845,527TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee14EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind0Form8899Filedind
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members33GoverningBodyVotingMembersCnt
Independent Voting Member33IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2159491660PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1413 HOOD BLVDAddressLine1Txt
CityFAIRLESS HILLSCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19030ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
CATHERINE MCELROY
BOARD CHAIR1.00Yes (X)Yes (X)$0$0$0
JEANE VIDONI
VICE CHAIR, COMMUNITY IMPA1.00Yes (X)Yes (X)$0$0$0
KEVIN CRAWFORD
TREASURER1.00Yes (X)Yes (X)$0$0$0
KRISTEN ELDER
CORPORATE SECRETARY1.00Yes (X)Yes (X)$0$0$0
PAUL BENCIVENGO
BOARD MEMBER1.00Yes (X)Yes (X)$0$0$0
TODD ALDERFER
IMMEDIATE PAST BOARD CHAIR1.00Yes (X)Yes (X)$0$0$0
COLLEEN DOLL
BOARD MEMBER1.00Yes (X)$0$0$0
KAREN JOHNSON-SUSKO
BOARD MEMBER1.00Yes (X)$0$0$0
KERN JOLIBOIS
BOARD MEMBER1.00Yes (X)$0$0$0
DR DAVID POCALYKO
BOARD MEMBER1.00Yes (X)$0$0$0
CAROL ANNE SCHRAMM
BOARD MEMBER1.00Yes (X)$0$0$0
TOM SOFIELD
BOARD MEMBER1.00Yes (X)$0$0$0
TIFFANY THOMAS SMITH ESQ
BOARD MEMBER1.00Yes (X)$0$0$0
CLAIR QUINN
BOARD MEMBER1.00Yes (X)$0$0$0
BRIAN PAPSUN
BOARD MEMBER1.00Yes (X)$0$0$0
DENNISE PFLEIGER
BOARD MEMBER1.00Yes (X)$0$0$0
JUSTIN BROWN
BOARD MEMBER1.00Yes (X)$0$0$0
JOANN PEROTTI
BOARD MEMBER1.00Yes (X)$0$0$0
JENNIFER DREDGE
BOARD MEMBER1.00Yes (X)$0$0$0
DR GARY L BOWMAN
HONORARY LIFE MEMBERS1.00Yes (X)$0$0$0
KATHLEEN BRETT
HONORARY LIFE MEMBERS1.00Yes (X)$0$0$0
LYNN BUSH
HONORARY LIFE MEMBERS1.00Yes (X)$0$0$0
DR RICHARD O COE
HONORARY LIFE MEMBERS1.00Yes (X)$0$0$0
MICHAEL CONNOR
HONORARY LIFE MEMBERS1.00Yes (X)$0$0$0
J PETER DOMINICK
HONORARY LIFE MEMBERS1.00Yes (X)$0$0$0
THOMAS P DONNELLY ESQ
HONORARY LIFE MEMBERS1.00Yes (X)$0$0$0
JAMES DOWLING
HONORARY LIFE MEMBERS1.00Yes (X)$0$0$0
GROVER FRIEND
HONORARY LIFE MEMBERS1.00Yes (X)$0$0$0
DAVID J GONDAK
HONORARY LIFE MEMBERS1.00Yes (X)$0$0$0
BRIAN JETER
HONORARY LIFE MEMBERS1.00Yes (X)$0$0$0
TRISH MARKEL-MULLIGAN
HONORARY LIFE MEMBERS1.00Yes (X)$0$0$0
JACK MCCAUGHAN
HONORARY LIFE MEMBERS1.00Yes (X)$0$0$0
MARK WORTHINGTON
HONORARY LIFE MEMBERS1.00Yes (X)$0$0$0
MARISSA CHRISTIE
PRESIDENT & CEO40.00Yes (X)$123,033$0$6,504
FAITH PARKINSON
DIRECTOR OF FINANCE & ADMI40.00Yes (X)$86,549$0$5,862
FieldValueIRS element (for citing)
Total Reportable Comp From Org$209,582TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$12,366TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$2,225FederatedCampaignsAmt
Government Grants$2,066,925GovernmentGrantsAmt
All Other Contributions$3,615,558AllOtherContributionsAmt
Noncash Contributions$1,261,628NoncashContributionsAmt
Total Contributions$5,684,708TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,672TotalRevenueColumnAmt
Exclusion$27,672ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,041,953SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,028,377SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$13,576SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,576TotalRevenueColumnAmt
Exclusion$13,576ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MISCELLANEOUS900099$18,033$18,033
FEE REVENUE900099$7,634$7,634
FieldValueIRS element (for citing)
Other Revenue Total$25,667OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,751,623TotalRevenueColumnAmt
Related Or Exempt Func Income$25,667RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$41,248ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$810,178TotalAmt
Program Services$810,178ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$221,948TotalAmt
Program Services$97,092ProgramServicesAmt
Management And General$41,094ManagementAndGeneralAmt
Fundraising$83,762FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$411,946TotalAmt
Program Services$181,185ProgramServicesAmt
Management And General$73,362ManagementAndGeneralAmt
Fundraising$157,399FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$11,731TotalAmt
Program Services$4,660ProgramServicesAmt
Management And General$3,577ManagementAndGeneralAmt
Fundraising$3,494FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$85,513TotalAmt
Program Services$33,968ProgramServicesAmt
Management And General$26,075ManagementAndGeneralAmt
Fundraising$25,470FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$41,759TotalAmt
Program Services$16,588ProgramServicesAmt
Management And General$12,733ManagementAndGeneralAmt
Fundraising$12,438FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$20,000TotalAmt
Program Services$9,455ProgramServicesAmt
Management And General$3,864ManagementAndGeneralAmt
Fundraising$6,681FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$33,178TotalAmt
Program Services$15,684ProgramServicesAmt
Management And General$6,410ManagementAndGeneralAmt
Fundraising$11,084FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$18,026TotalAmt
Program Services$10,526ProgramServicesAmt
Management And General$2,647ManagementAndGeneralAmt
Fundraising$4,853FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PENNSYLVANIA PRE-K COUN$1,820,905$1,809,922$10,983
CONTRIBUTION OF DONATED$1,261,628$1,261,628
COMMUNITY PROGRAM EXPEN$394,774$394,774
FACILITIES & EQUIPMENT$129,602$101,324$11,207$17,071

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$148,700TotalAmt
Program Services$98,543ProgramServicesAmt
Management And General$15,774ManagementAndGeneralAmt
Fundraising$34,383FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,409,888TotalAmt
Program Services$4,845,527ProgramServicesAmt
Management And General$207,726ManagementAndGeneralAmt
Fundraising$356,635FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,670,384BOYAmt
EOY$2,377,616EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$393,746BOYAmt
EOY$213,772EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$39,352BOYAmt
EOY$45,699EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$465,789LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$353,400LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$84,084BOYAmt
EOY$112,389EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,239,223BOYAmt
EOY$1,378,584EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$13,387EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,426,789BOYAmt
EOY$4,141,447EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$101,836BOYAmt
EOY$143,954EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$106,247EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$115,829EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$37,448BOYAmt
EOY$46,844EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$139,284BOYAmt
EOY$412,874EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,847,559BOYAmt
EOY$3,046,438EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$439,946BOYAmt
EOY$682,135EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,287,505BOYAmt
EOY$3,728,573EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,426,789BOYAmt
EOY$4,141,447EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$341,735ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$99,333NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,855,438CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,012,008CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,913,186CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,387,204CurrentTaxYearMinus1YearAmt
Current Tax Year$5,684,708CurrentTaxYearAmt
Total$21,852,544TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,855,438CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,012,008CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,913,186CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,387,204CurrentTaxYearMinus1YearAmt
Current Tax Year$5,684,708CurrentTaxYearAmt
Total$21,852,544TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$791,788SubstantialContributorsTotAmt
Public Support Total170$21,060,756PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,369CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,672CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$31,558CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$38,963CurrentTaxYearMinus1YearAmt
Current Tax Year$27,672CurrentTaxYearAmt
Total$139,234TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$142,874CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,292CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,525CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$41,010CurrentTaxYearMinus1YearAmt
Current Tax Year$25,667CurrentTaxYearAmt
Total$250,368TotalAmt
FieldValueIRS element (for citing)
Total Support$22,242,146TotalSupportAmt
Public Support CY1700.94690PublicSupportCY170Pct
Public Support PY1700.93810PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$60,000BeginningYearBalanceAmt
End Year Balance$60,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$60,000BeginningYearBalanceAmt
End Year Balance$60,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$60,000BeginningYearBalanceAmt
End Year Balance$60,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$60,000BeginningYearBalanceAmt
End Year Balance$60,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$60,000BeginningYearBalanceAmt
End Year Balance$60,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,017OtherCostOrOtherBasisAmt
Book Value$11,017BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$205,487OtherCostOrOtherBasisAmt
Depreciation$154,167DepreciationAmt
Book Value$51,320BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$212,785OtherCostOrOtherBasisAmt
Depreciation$198,625DepreciationAmt
Book Value$14,160BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$36,500OtherCostOrOtherBasisAmt
Depreciation$608DepreciationAmt
Book Value$35,892BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$112,389TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescREFUNDABLE AGENCY DEPOSITSDesc
Amt$46,844Amt
FieldValueIRS element (for citing)
Total Liability$46,844TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$5,811,284TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$99,333NetUnrealizedGainsInvstAmt
Revenue Not Reported$99,333RevenueNotReportedAmt
Revenue Subtotal$5,711,951RevenueSubtotalAmt
Other Revenues Not Included$39,672OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$39,672RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,751,623TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,370,216TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$5,370,216ExpensesSubtotalAmt
Other Expenses Not Included$39,672OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$39,672ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$5,409,888TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:INVESTMENTS ARE RESTRICTED IN PERPETUITY. THE INCOME WILL BE USED TO SUPPORT GENERAL OPERATIONS AND SCHOLARSHIPS.
PART XI, LINE 4B - OTHER ADJUSTMENTS:DONOR DESIGNATIONS IN ACCORDANCE WITH A PRIVATE LETTER RULING 39,672.
PART XII, LINE 4B - OTHER ADJUSTMENTS:DONOR DESIGNATIONS IN ACCORDANCE WITH A PRIVATE LETTER RULING 39,672.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (28 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
BUCKS COUNTY OPPORTUNITY COUNCIL
100 DOYLE STREETDOYLESTOWNPA18901236406222501(C)3$373,836SELF SUFFICENCY
FAMILY SERVICE ASSOCIATION OF BUCKS COUNTY
4 CORNERSTONE DRIVELANGHORNEPA19047231427224501(C)3$36,500COVID-19 PANDEMIC SUPPORT
YMCA OF BUCKS COUNTY
2500 LOWER STATE ROADDOYLESTOWNPA18901231903158501(C)3$26,203COVID-19 PANDEMIC SUPPORT
IVINS OUTREACH CENTER
80 WEST TRENTON AVEMORRISVILLEPA19067113677088501(C)3$24,000COVID-19 PANDEMIC SUPPORT
PENNDEL MENTAL HEALTH CENTER
2005 CABOT BOULEVARDLANGHORNEPA19047231913286501(C)3$20,439COVID-19 PANDEMIC SUPPORT
LIBERTAE HALFWAY HOUSE INC
5245 BENSALEM BLVDBENSALEMPA19020231901275501(C)3$20,000COVID-19 PANDEMIC SUPPORT
CREDIT COUNSELING CENTER
832 SECOND STREET PIKE OFFICE 1RICHBOROPA18954232754268501(C)3$18,265COVID-19 PANDEMIC SUPPORT
COUNCIL OF SE PA
4459 WEST SWAMP ROADDOYLESTOWNPA18901231972816501(C)3$17,400COVID-19 PANDEMIC SUPPORT
NETWORK OF VICTIM ASSISTANCE (NOVA)
2370 YORK ROAD SUITE B-1JAMISONPA18929237438387501(C)3$17,400COVID-19 PANDEMIC SUPPORT
VALLEY YOUTH HOUSE
3400 HIGH POINT BLVDBETHLEHEMPA18017237178820501(C)3$14,450COVID-19 PANDEMIC SUPPORT
CHILDREN'S DEVELOPMENTAL PROGRAM
995 DOYLESTOWN PIKEQUAKERTOWNPA18951231981629501(C)3$13,600COVID-19 PANDEMIC SUPPORT
KEYSTONE OPPORTUNITY CENTER
PO BOX 64183SOUDERTONPA18964232602243501(C)3$12,500COVID-19 PANDEMIC SUPPORT
ADVOCATES FOR THE HOMELESS AND THOSE IN NEED
PO BOX 184FAIRLESS HILLSPA19030275038755501(C)3$10,000COVID-19 PANDEMIC SUPPORT
SALVATION ARMY - LOWER BUCKS
PO BOX 824LEVITTOWNPA19058135562351501(C)3$10,000COVID-19 PANDEMIC SUPPORT
BUCKS COUNTY ASSOCIATION FOR THE BLIND AND VISUALLY IMPAIRED
400 FREEDOM DRNEWTOWNPA18940231365195501(C)3$7,500COVID-19 PANDEMIC SUPPORT
THE GREATER PHILADELPHIA DIAPER BANK
1 YALE DRIVERICHBOROPA18954352391701501(C)3$5,520COVID-19 PANDEMIC SUPPORT
VITA EDUCATION SERVICES INC
8 E COURT STREETDOYLESTOWNPA18901231977810501(C)3$5,100COVID-19 PANDEMIC SUPPORT
BUCKS COUNTY HOUSING GROUP
626 JACKSONVILLE ROAD SUITE 140WARMINSTERPA18974231878791501(C)3$5,000COVID-19 PANDEMIC SUPPORT
LENAPE VALLEY FOUNDATION - MAIN OFFICE
500 N WEST STREETDOYLESTOWNPA18901231914438501(C)3$5,000COVID-19 PANDEMIC SUPPORT
LIFESPAN DAY CARE
2460 JOHN FRIES HIGHWAYQUAKERTOWNPA18951222616028501(C)3$5,000COVID-19 PANDEMIC SUPPORT
MATERNITY CARE COALITION
2000 HAMILTON STREET STE 205PHILADELPHIAPA19130232200410501(C)3$5,000COVID-19 PANDEMIC SUPPORT
NAMI BUCKS COUNTY
1432 EASTON ROAD SUITE 2DWARRINGTONPA18976204135679501(C)3$5,000COVID-19 PANDEMIC SUPPORT
ONE HOUSE AT A TIME
411 SUSQUEHANNA ROADAMBLERPA19002233046871501(C)3$5,000COVID-19 PANDEMIC SUPPORT
PENN FOUNDATION
PO BOX 32QUAKERTOWNPA18960231496225501(C)3$5,000COVID-19 PANDEMIC SUPPORT
QUILTS FOR KIDS
494 LINCOLN HIGHWAYFAIRLESS HILLSPA19030233061950501(C)3$5,000COVID-19 PANDEMIC SUPPORT
ROLLING HARVEST FOOD RESCUE
PO BOX 693NEW HOPEPA18938274630639501(C)3$5,000COVID-19 PANDEMIC SUPPORT
WORTHWHILE WEAR INC
PO BOX 660SILVERDALEPA18962455081795501(C)3$5,000COVID-19 PANDEMIC SUPPORT
YWCA OF BUCKS COUNTY
2425 TREVOSE ROADTREVOSEPA19053231429832501(C)3$5,000COVID-19 PANDEMIC SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org28Total501c3OrgCnt

Schedule M IRS990ScheduleM

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$1,261,628NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BA DRAFT OF THE 990 IS REVIEWED BY THE BOARD OF DIRECTORS BEFORE SUBMISSION TO THE IRS.
FORM 990, PART VI, SECTION B, LINE 15THE PRESIDENT, CEO AND OTHER KEY EMPLOYEES, COMPARABLE DATA FROM WITHIN THE UNITED WAY SYSTEM, PLUS FROM WITHIN SOCIAL SERVICE ORGANIZATIONS WITHIN THE COMMUNITY, ARE COLLECTED AS PART OF THE COMPENSATION REVIEW PROCEDURES. THE BOARD MUST APPROVE COMPENSATION AND THAT INFORMATION IS MADE AVAILABLE FOR ALL MEMBERS TO REVIEW.
FORM 990, PART VI, SECTION C, LINE 19UNITED WAY OF BUCKS COUNTY GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON GUIDESTAR.ORG, AND ALL OTHERS ARE AVAILABLE BY WRITTEN REQUEST.
990 PAGE 11, PART XI LINE 2CTHE ORGANIZATION HAS A COMMITTEE THAT HAS OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THIS HAS NOT BEEN CHANGED SINCE THE PRIOR YEAR.

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