2018-11-14T09:47:28-06:00 2017-12-31 231406493 MORISON COGEN LLP 484 NORRISTOWN RD STE 100 BLUE BELL PA 19422 990 2017-01-01 231409706 UNITED WAY OF BUCKS COUNTY UNIT 2159491660 413 HOOD BLVD FAIRLESS HILLS PA 19030 FAITH PARKINSON DIRECTOR OF FINANCE & ADMIN. 2159491660 2018-11-12 1 JOSEPH M KISTNER CPA P00157086 2674403000 100.11.134.178 2018-11-12 14:07:06 ES P 7BB29012DECEEFDF62CFC2E5312F19906E6D7D23 2B64C39B13235E5BFBC3A0DD590C44F4B45A3640 2017 2019-02-21 02:37:17Z FAITH PARKINSON 413 HOOD BLVD FAIRLESS HILLS PA 19030 4325507 0 X N/A X 1952 PA THE MISSION OF THE ORGANIZATION IS TO RAISE FUNDS AND SECURE RESOURCES TO HELP PEOPLE IN BUCKS COUNTY. 29 29 14 0 0 0 3855438 3959567 0 0 28926 44143 142874 29676 4027238 4033386 867158 764852 0 0 1024279 742594 0 0 264369 1913415 2338909 3804852 3846355 222386 187031 2821998 3209661 184058 354906 2637940 2854755 X THE MISSION OF THE ORGANIZATION IS TO RAISE FUNDS AND SECURE RESOURCES TO HELP PEOPLE IN BUCKS COUNTY. THESE RESOURCES IMPROVE LIVES BY IMPROVING ACCESS TO QUALITY EARLY EDUCATION FOR CHILDREN, HELPING ADULTS WITH FINANCIAL STABILITY, AND HELPING PEOPLE OF ALL AGES IMPROVE THEIR HEALTH. THIS INCLUDES PROVIDING EARLY EDUCATION SCHOLARSHIPS, PREVENTING AND ENDING HOMELESSNESS, ENSURING ACCESS TO HEALTHY FOOD, AND HELPING WITH OTHER BASIC NEEDS. 0 0 764852 560096 ALLOCATIONS - COMMUNITY 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. 2379652 204756 21777 COMMUNITY & 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. 41049 EMERGENCY FOOD PROGRAMS, GIFTS IN KIND, AND COMMUNITY SERVICES LABOR LIAISON. 14094 COMMUNITY 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. 95935 DONOR DESIGNATIONS-MEMBER AGENCIES, NON-MEMBER AGENCIES, AND OTHER 39609 FUNDS 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. 149638 3335191 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 1 14 1 0 0 0 0 0 0 0 0 0 0 0 X 29 29 0 0 0 0 0 1 0 1 1 0 0 1 1 1 0 1 1 1 1 0 PA NJ X ORGANIZATION 2159491660 413 HOOD BLVD FAIRLESS HILLS PA 19030 MICHAEL CONNOR IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 BRIAN JETER BOARD CHAIR 1.00 X X 0 0 0 JEANE COYLE VICE CHAIR, COMMUNITY IMPA 1.00 X X 0 0 0 STEVE GALLUCCI VICE CHAIR, RESOURCE DEVEL 1.00 X X 0 0 0 KEVIN CRAWFORD TREASURER 1.00 X X 0 0 0 FRANCIS SULLIVAN ESQ SECRETARY 1.00 X X 0 0 0 TODD ALDERFER BOARD MEMBER 1.00 X 0 0 0 BOB CARUSO BOARD MEMBER 1.00 X 0 0 0 HEINER MARKHOFF BOARD MEMBER 1.00 X 0 0 0 CATHERINE MCELROY BOARD MEMBER 1.00 X 0 0 0 JOANN PEROTTI BOARD MEMBER 1.00 X 0 0 0 MARTHA WOGLOM BOARD MEMBER 1.00 X 0 0 0 DR GARY L BOWMAN HONORARY LIFE MEMBERS 1.00 X 0 0 0 KATHLEEN BRETT HONORARY LIFE MEMBERS 1.00 X 0 0 0 LYNN BUSH HONORARY LIFE MEMBERS 1.00 X 0 0 0 DR RICHARD O COE HONORARY LIFE MEMBERS 1.00 X 0 0 0 J PETER DOMINICK HONORARY LIFE MEMBERS 1.00 X 0 0 0 THOMAS P DONNELLY ESQ HONORARY LIFE MEMBERS 1.00 X 0 0 0 JAMES DOWLING HONORARY LIFE MEMBERS 1.00 X 0 0 0 GROVER FRIEND HONORARY LIFE MEMBERS 1.00 X 0 0 0 DAVID J GONDAK HONORARY LIFE MEMBERS 1.00 X 0 0 0 TRISH MARKEL-MULLIGAN HONORARY LIFE MEMBERS 1.00 X 0 0 0 JACK MCCAUGHAN HONORARY LIFE MEMBERS 1.00 X 0 0 0 HAROLD F OSWALD JR HONORARY LIFE MEMBERS 1.00 X 0 0 0 SAMUEL SNIPES HONORARY LIFE MEMBERS 1.00 X 0 0 0 CARL WALLNAU HONORARY LIFE MEMBERS 1.00 X 0 0 0 MARK WORTHINGTON HONORARY LIFE MEMBERS 1.00 X 0 0 0 JACQUELINE BOWERS HONORARY LIFE MEMBERS 1.00 X 0 0 0 KAREN DAWKINS HONORARY LIFE MEMBERS 1.00 X 0 0 0 MARISSA CHRISTIE PRESIDENT & CEO 40.00 X 97882 0 7936 FAITH PARKINSON DIRECTOR OF FINANCE & ADMINISTRATION 40.00 X 72655 0 5067 170537 0 13003 0 0 0 0 0 12224 5616 898934 3042793 1180090 3959567 20672 20672 303263 279792 23471 23471 23471 20228 5616 12329 7899 7899 FEE REVENUE 900099 19187 19187 MISCELLANEOUS 900099 2590 2590 21777 4033386 21777 0 52042 X 764852 764852 183541 89967 44870 48704 414233 203885 100201 110147 14881 6899 4140 3842 84143 39008 23410 21725 45796 21231 12741 11824 2930 2751 128 51 19500 18312 851 337 564175 529668 24712 9795 14339 8858 2614 2867 GIFTS IN KIND - GOODS 1180090 1180090 FACILITIES & EQUIPMENT 171475 138641 16364 16470 COMMUNITY PROGRAM EXPEN 133883 133883 DONOR DESIGNATIONS 95935 95935 156582 101211 16764 38607 3846355 3335191 246795 264369 1197855 1579674 662901 457575 8613 15993 11107 12805 385422 302530 94562 82892 846960 1060722 2821998 3209661 103523 160698 141138 80535 53070 184058 354906 X 2370456 2587179 207484 207576 60000 60000 2637940 2854755 2821998 3209661 187031 29784 0 X X 0 1 X 1 0 X 5035209 4055242 4083991 3855438 4012008 21041888 5035209 4055242 4083991 3855438 4012008 21041888 878129 20163759 19840 29334 30043 20369 20672 120258 41098 45882 181475 142874 35292 446621 21608767 0.93310 0.92020 X 60000 60000 60000 60000 60000 60000 60000 60000 60000 60000 1.00000 0 0 11017 11017 193135 129422 63713 181270 173108 8162 82892 REFUNDABLE AGENCY DEPOSITS 53070 53070 3969161 29784 1926 31710 3937451 95935 95935 4033386 3752346 1926 1926 3750420 95935 95935 3846355 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 95,935. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS IN ACCORDANCE WITH A PRIVATE LETTER RULING 95,935. SPECIAL EVENT 25844 5616 20228 2438 1500 600 7791 25844 5616 20228 2438 1500 600 7791 12329 7899 0 BUCKS COUNTY OPPORTUNITY COUNCIL 100 DOYLE STREET DOYLESTOWN PA 18901 236406222 501(C)3 325096 SELF SUFFICENCY CHILD HOME AND COMMUNITY 144 WOOD STREET DOYLESTOWN PA 18901 232131650 501(C)3 50000 EARLY CHILDHOOD & YOUTH DEVELOPMENT FAMILY SERVICE ASSOCIATION OF BUCKS COUNTY 4 CORNERSTONE DRIVE LANGHORNE PA 19047 231427224 501(C)3 185000 HEALTHY COMMUNITY X 1180090 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE ENTIRE BOARD OF DIRECTORS VOTE ON THE EXECUTIVES FOR THE YEAR. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE 990 IS REVIEWED BY THE BOARD OF DIRECTORS BEFORE SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 15 THE 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 19 UNITED 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. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 524,003. MANAGEMENT AND GENERAL EXPENSES 24,449. FUNDRAISING EXPENSES 9,691. TOTAL EXPENSES 558,143. CONSULTANTS: PROGRAM SERVICE EXPENSES 5,665. MANAGEMENT AND GENERAL EXPENSES 263. FUNDRAISING EXPENSES 104. TOTAL EXPENSES 6,032. 990 PAGE 11, PART XI LINE 2C THE ORGANIZATION HAS A COMITTEE THAT HAS OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THIS HAS NOT BEEN CHANGED SINCE THE PRIOR YEAR.