2017-11-13T13:20:00-06:00 2016-12-31 231406493 MORISON COGEN LLP 484 NORRISTOWN RD STE 100 BLUE BELL PA 19422 990 2016-01-01 231409706 UNITED WAY OF BUCKS COUNTY UNIT 2159491660 413 HOOD BLVD FAIRLESS HILLS PA 19030 FAITH PARKINSON DIRECTOR OF FINANCE & ADMIN. 2159491660 2017-11-09 1 JOSEPH M KISTNER CPA P00157086 2674403000 100.11.134.178 2017-11-09 07:29:56 ES P E76F31B73F45A17F1177B762FD3E125090D17AB6 C8E1A3316628F4381E571A5E8167C9A6821F8591 2016 2017-02-10 21:41:12Z FAITH PARKINSON 413 HOOD BLVD FAIRLESS HILLS PA 19030 4878959 0 X N/A X 1952 PA THE MISSION OF UNITED WAY OF BUCKS COUNTY IS TO ADVANCE THE GREATER GOOD BY MOBILIZING THE CARING POWER OF COMMUNITIES. 27 27 14 0 0 0 4083991 3855438 0 0 16790 28926 181475 142874 4282256 4027238 911173 867158 0 0 974233 1024279 0 0 341924 1904400 1913415 3789806 3804852 492450 222386 2812267 2821998 417601 184058 2394666 2637940 X UNITED WAY OF BUCKS COUNTY WAS INCORPORATED AS A 501(C)(3) NONPROFIT ORGANIZATION UNDER THE LAWS OF THE COMMONWEALTH OF PA IN 1952. THE MISSION OF THE ORGANIZATION IS TO ADVANCE THE GREATER GOOD BY MOBILIZING THE CARING POWER OF COMMUNITIES. UNITED WAY IMPROVES LIFE IN BUCKS COUNTY BY BRINGING TOGETHER PEOPLE WHO CARE AND PEOPLE WHO NEED CARE TO DRIVE CHANGE. PRIMARILY, THIS INCLUDES HELPING DONORS DIRECT TIME AND RESOURCES TO WHERE THEY ARE NEEDED MOST IN BUCKS COUNTY. UNITED WAY FOCUSES ON RAISING FUNDS TO INVEST IN PROGRAMS AND ACTIVITIES THAT IMPROVE ACCESS TO A QUALITY EDUCATION, A STABLE INCOME, AND GOOD HEALTH; PROMOTING A CULTURE OF PHILANTHROPY; AND ADVOCATING ON BEHALF OF CAUSES, CLIENTS, AND ORGANIZATIONS. PROJECTS COORDINATED BY THE ORGANIZATION INCLUDE COMMUNITY PLANNING AND PROBLEM SOLVING; INVESTING IN SHORT AND LONG TERM SOLUTIONS TO ISSUES LIKE FOOD INSECURITY, ACCESS TO CARE, AND FAMILY STABILITY; AND SECURING GRANTS TO ADVANCE THESE PROJECTS. 0 0 867158 660000 ALLOCATIONS - ACTUAL FUNDS DISTRIBUTED TO SOCIAL SERVICE PROGRAMS VIA MEMBER (FUNDED) AGENCIES THAT ADDRESS THE AREAS OF DISABILITIES, EARLY CHILDHOOD, EMERGENCY SERVICES, FAMILY SUPPORT, SENIOR SERVICES, SUBSTANCE ABUSE, VIOLENCE PREVENTION, YOUTH, AND NATIONAL AGENCIES. 2141852 207158 130797 COMMUNITY & AGENCY SERVICES - PLANNING AND COORDINATION OF SERVICES, NEEDS ASSESSMENT, HUMAN SERVICES CONFERENCES, VOLUNTEER EFFORTS, AND PUBLICIZING INFORMATION ON AVAILABLE HUMAN SERVICES AND GIFTS IN-KIND. 48335 3 EMERGENCY FOOD PROGRAMS, GIFTS IN KIND, AND COMMUNITY SERVICES LABOR LIAISON. 22706 COMMUNITY IMPACT: FUNDS INVESTED IN TARGETING COMMUNITY PROJECTS THAT BRING TOGETHER COLLABORATIVE EFFORTS BY ENGAGING SYSTEMS, INCLUDING GOVERNMENTS, BUSINESS, FAITH GROUPS, EDUCATIONAL, NON-PROFITS AND CITIZENS TO ADDRESS COMMUNITY CONDITIONS OR CRITICAL NEEDS. 109201 DONOR DESIGNATIONS-MEMBER AGENCIES, NON-MEMBER AGENCIES, AND OTHER 40385 FUNDS DISTRIBUTION: FUNDS INVESTED IN THE ACTIVITIES OF HUMAN SERVICE PLANNING, THE PROCESS OF ALLOCATING THE DOLLARS RAISED IN THE ANNUAL CAMPAIGN, AND THE ONGOING DEVELOPMENT AND RELATIONSHIP WITH MEMBER (FUNDED) AND AFFILIATE (NON-FUNDED) AGENCIES. 172292 3229637 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 4 0 1 14 1 0 0 0 0 0 0 0 0 0 0 0 X 27 27 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 HONOARY LIFE MEMBERS 1.00 X 0 0 0 KATHLEEN BRETT HONOARY LIFE MEMBERS 1.00 X 0 0 0 LYNN BUSH HONOARY LIFE MEMBERS 1.00 X 0 0 0 DR RICHARD O COE HONOARY LIFE MEMBERS 1.00 X 0 0 0 J PETER DOMINICK HONOARY LIFE MEMBERS 1.00 X 0 0 0 THOMAS P DONNELLY ESQ HONOARY LIFE MEMBERS 1.00 X 0 0 0 JAMES DOWLING HONOARY LIFE MEMBERS 1.00 X 0 0 0 GROVER FRIEND HONOARY LIFE MEMBERS 1.00 X 0 0 0 DAVID J GONDAK HONOARY LIFE MEMBERS 1.00 X 0 0 0 TRISH MARKEL-MULLIGAN HONOARY LIFE MEMBERS 1.00 X 0 0 0 JACK MCCAUGHAN HONOARY LIFE MEMBERS 1.00 X 0 0 0 HAROLD F OSWALD JR HONOARY LIFE MEMBERS 1.00 X 0 0 0 SAMUEL SNIPES HONOARY LIFE MEMBERS 1.00 X 0 0 0 CARL WALLNAU HONOARY LIFE MEMBERS 1.00 X 0 0 0 MARK WORTHINGTON HONOARY LIFE MEMBERS 1.00 X 0 0 0 JAMIE HADDON PRESIDENT & CEO 40.00 X 125498 0 18573 JOHN RAMIREZ JR CHIEF FINANCIAL OFFICER 40.00 X 104196 0 18526 229694 0 37099 2 0 0 0 0 15427 4788 1125455 2709768 876756 3855438 20369 20369 847168 838611 8557 8557 8557 25187 4788 13110 12077 12077 MISCELLANEOUS 900099 108957 108957 FEE REVENUE 900099 21840 21840 130797 4027238 130797 0 41003 X 867158 867158 266794 147331 46775 72688 572937 316177 100770 155990 20018 11101 3440 5477 108234 60022 18599 29613 56296 31219 9674 15403 1339 1176 126 37 18699 16422 1758 519 434599 381583 40922 12094 16616 10199 3022 3395 GIFTS IN KIND - GOODS 876010 876010 COMMUNITY PROGRAM EXPEN 242161 242161 FACILITIES & EQUIPMENT 126293 106375 2650 17268 DONOR DESIGNATIONS 109201 109201 88497 53502 5555 29440 3804852 3229637 233291 341924 866942 1197855 788868 662901 212541 8613 27989 11107 382753 288191 109163 94562 806764 846960 2812267 2821998 258257 103523 159344 80535 417601 184058 X 2185428 2370456 149238 207484 60000 60000 2394666 2637940 2812267 2821998 222386 20888 0 X X 0 1 X 1 0 X 4450394 5035209 4055242 4083991 3855438 21480274 4450394 5035209 4055242 4083991 3855438 21480274 1182681 20297593 24672 19840 29334 30043 20369 124258 41223 41098 45882 181475 142874 452552 22057084 0.92020 0.91740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60000 60000 60000 60000 60000 60000 60000 60000 60000 60000 1.00000 0 0 11017 11017 191822 120591 71231 179914 167600 12314 94562 REFUNDABLE AGENCY DEPOSITS 80535 80535 3939681 20888 756 21644 3918037 109201 109201 4027238 3696407 756 756 3695651 109201 109201 3804852 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 109,201. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS IN ACCORDANCE WITH A PRIVATE LETTER RULING 109,201. SPECIAL EVENT 29975 4788 25187 3422 1500 600 7588 29975 4788 25187 3422 1500 600 7588 13110 12077 0 A WOMANS PLACE PO BOX 299 DOYLESTOWN PA 18901 232034180 501(C)3 20833 HEALTHY COMMUNITY AMERICAN RED CROSS LOWER BUCKS 1909 VETERANS HIGHWAY LEVITTOWN PA 19056 231501160 501(C)3 16667 SELF SUFFICENCY BARC PO BOX 470 HOLICONG PA 18928 231489800 501(C)3 8333 SELF SUFFICENCY BIG BROTHERSBIG SISTERS OF BUCKS COUNTY 2875 OLD YORK ROAD JAMISON PA 18929 232461056 501(C)3 27500 EARLY CHILDHOOD & YOUTH DEVELOPMENT THE COUNCIL OF SEPA 252 W SWAM ROAD DOYLESTOWN PA 18901 231972816 501(C)3 10000 EARLY CHILDHOOD & YOUTH DEVELOPMENT BUCKS COUNTY HOUSING GROUP 2324 SECOND STREET PIKE SUITE 17 WRIGHTSTOWN PA 18940 231878791 501(C)3 12500 SELF SUFFICENCY BUCKS COUNTY OPPORTUNITY COUNCIL 100 DOYLE STREET DOYLESTOWN PA 18901 236406222 501(C)3 61667 SELF SUFFICENCY CHILD HOME AND COMMUNITY 144 WOOD STREET DOYLESTOWN PA 18901 232131650 501(C)3 12500 EARLY CHILDHOOD & YOUTH DEVELOPMENT CHILDREN'S DEVELOPMENT 501 W BROAD STREET QUAKERTOWN PA 18951 231981629 501(C)3 23333 EARLY CHILDHOOD & YOUTH DEVELOPMENT CREDIT COUNSELING CENTER 832 SECOND STREET PIKE RICHBORO PA 18954 232754268 501(C)3 16667 SELF SUFFICENCY FAMILY SERVICE ASSOCIATION OF BUCKS COUNTY 4 CORNERSTONE DRIVE LANGHORNE PA 19047 231427224 501(C)3 159084 HEALTHY COMMUNITY GIRL SCOUTS OF EASTERN PENNSYLVANIA PO BOX 27540 PHILADELPHIA PA 19119 231631930 501(C)3 12500 EARLY CHILDHOOD & YOUTH DEVELOPMENT GOOD FRIENDS INC 868 WEST BRIDGE STREET MORRISVILLE PA 19067 232055761 501(C)3 18417 HEALTHY COMMUNITY HABITAT FOR HUMANITY 31 OAK AVENUE CHALFONT PA 18914 232607106 501(C)3 12500 SELF SUFFICENCY LEGAL AID OF SOUTHEASTERN PA 1290 NEW RODGERS RD BRISTOL PA 19007 231901014 501(C)3 22500 HEALTHY COMMUNITY LIBERTAE 5245 BENSALEM BLVD BENSALEM PA 19020 231901275 501(C)3 31667 HEALTHY COMMUNITY LOWER BUCKS COMMUNITY CENTER 9300 NEW FALLS ROAD FALLSINGTON PA 19054 231679601 501(C)3 45833 EARLY CHILDHOOD & YOUTH DEVELOPMENT LOWER BUCKS COUNTY FAMILY YMCA 601 S OXFORD VALLEY ROAD FAIRLESS HILLS PA 19030 231433890 501(C)3 60000 EARLY CHILDHOOD & YOUTH DEVELOPMENT NETWORK OF VICTIM ASSISTANCE 2370 YORK ROAD SUITE B1 JAMISON PA 18929 237438387 501(C)3 33333 HEALTHY COMMUNITY UPPER BUCKS YMCA 401 FAIRVIEW AVENUE QUAKERTOWN PA 18951 231713382 501(C)3 33333 EARLY CHILDHOOD & YOUTH DEVELOPMENT VITA EDUCATION SERVICES 8 EAST COURT STREET DOYLESTOWN PA 18901 231977810 501(C)3 8333 SELF SUFFICENCY YWCA OF BUCKS COUNTY 2425 TREVOSE ROAD TREVOSE PA 19053 231429832 501(C)3 12500 EARLY CHILDHOOD & YOUTH DEVELOPMENT 22 X 876010 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 354,050. MANAGEMENT AND GENERAL EXPENSES 37,975. FUNDRAISING EXPENSES 11,223. TOTAL EXPENSES 403,248. CONSULTANTS: PROGRAM SERVICE EXPENSES 27,533. MANAGEMENT AND GENERAL EXPENSES 2,947. FUNDRAISING EXPENSES 871. TOTAL EXPENSES 31,351. 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.