2017-02-15T00:00:00-06:00 2016-06-30 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990 2015-07-01 237046393 URBAN AFFAIRS COALITION URBA 2158510110 1207 CHESTNUT STREET- 7TH FLOOR PHILADELPHIA PA 19107 SHARMAIN MATLOCK-TURNER PRESIDENT & CEO 2158510110 2017-02-16 1 PAUL J KELLY III CPA P01780986 2156433900 2015 2021-01-29 14:40:06Z SHARMAIN MATLOCK-TURNER 1207 CHESTNUT STREET- 7TH FLOOR PHILADELPHIA PA 19107 28054786 0 X WWW.UAC.ORG X 1991 PA URBAN AFFAIRS COALITION UNITES GOVERNMENT, BUSINESS, NEIGHBORHOODS & INDIVIDUAL INITIATIVE. 41 39 494 151524 0 0 19683238 26718980 1124955 1200624 7104 0 215879 10437 21031176 27930041 102472 87333 0 0 12774179 11703637 0 0 190592 8120175 7429445 20996826 19220415 34350 8709626 4665038 12978487 4903959 4507782 -238921 8470705 X THE URBAN AFFAIRS COALITION UNITES GOVERNMENT, BUSINESS, NEIGHBORHOODS, AND INDIVIDUAL INITIATIVES TO IMPROVE THE QUALITY OF LIFE IN THE REGION, BUILD WEALTH IN URBAN COMMUNITIES, AND SOLVE EMERGING ISSUES. 0 0 8460029 181139 COMMUNITY INTERVENTION AND SUPPORT: THE URBAN AFFAIRS COALITION HAS A LONG HISTORY OF ADDRESSING COMMUNITY INEQUITIES AND BUILDING INITIATIVES TO IMPROVE THE QUALITY OF LIFE IN PHILADELPHIA AND THE SURROUNDING REGION. FOR NEARLY FORTY-FIVE YEARS, THE AGENCY HAS WORKED TO STRENGTHEN THE NONPROFIT SECTOR THROUGH TAILORED TECHNICAL ASSISTANCE THAT ENSURES ADMINISTRATIVE EFFICIENCY, LEGAL AND REGULATORY COMPLIANCE, STRONG FISCAL STEWARDSHIP, AND BEST-IN-CLASS COMMUNITY/PROGRAMMATIC IMPACT. WITH A STAFF OF OVER 317 EMPLOYEES THAT SERVE OVER 100,000 PEOPLE IN THE REGION ANNUALLY, THE COALITION'S MAJOR PROGRAMS PROVIDE COMMUNITY INTERVENTION AND SUPPORT TO THOSE FACING MULTIPLE BARRIERS TO SUCCESS AND SELF-SUFFICIENCY; IMPROVE CHANCES FOR YOUNG PEOPLE AND LOW-INCOME FAMILIES; ASSIST PEOPLE AT-WORK TO IMPROVE EDUCATIONAL OPTIONS FOR RESIDENTS OF ALL AGES; AND THROUGH A WIDE ARRAY OTHER INITIATIVES THAT ADDRESS COMMUNITY NEEDS THROUGH DIRECT SERVICE, POLICY ADVOCACY, AND COMMUNITY INITIATIVES LARGE AND SMALL. CITYWIDE, THE COALITION OFFERS A ROBUST SET OF POSITIVE OUTLETS FOR YOUNG PEOPLE: PREPARING THEM FOR SELF-SUFFICIENCY AND ADULTHOOD THROUGH SUMMER EMPLOYMENT JOBS, WORKFORCE TRAINING, CAREER EXPOSURE, TECHNOLOGY TRAINING, LIFE-COACHING; PROMOTING HEALTH AND WELL-BEING THROUGH HEALTH PROMOTION PROGRAMMING, SEXUAL HEALTH EDUCATION, ANTI-DRUG/ANTI-VIOLENCE ACTIVITIES, ATHLETICS, AND SOCIAL/PEER SUPPORT GROUPS; AND ACCESS TO TAILORED SERVICES FOR YOUTH WITH SPECIAL NEEDS -- LGBT, FOSTER CARE, OUT OF SCHOOL, OR HOMELESS. UAC HAS A COMPARABLE SET OF SERVICES FOR ADULTS WITH SERVICES FOR PEOPLE EXPERIENCING HOMELESSNESS, LOOKING FOR EMPLOYMENT, SEEKING FINANCIAL SECURITY, NEEDING DRUG/ALCOHOL TREATMENT, AND MORE. IN ADDITION TO THESE DIRECT SERVICE PROGRAMS, UAC OFFERS: TRAINING FOR PEOPLE LOOKING TO START BUSINESSES, ECONOMIC INCLUSION OPPORTUNITIES, FINANCIAL EDUCATION, ACCESS TO CAPITAL, ASSISTANCE WITH TAX AND BENEFIT FILING, AND VOLUNTEER/COMMUNITY SERVICE OPPORTUNITIES. 2682833 HOMELESSNESS - PROGRAMS PROVIDE HIGH QUALITY TEMPORARY HOUSING AND OTHER SUPPORTIVE SERVICES THROUGHOUT THE CITY, HELPING HOMELESS INDIVIDUALS SUCCESSFULLY OVERCOME MULTIPLE LIFE BARRIERS SUCH AS MENTAL ILLNESS, PRIOR INCARCERATION AND/OR SUBSTANCE ABUSE ISSUES. 1514363 ECONOMIC DEVELOPMENT - CONVENES MULTI-SECTOR PARTNERSHIPS TO ADDRESS ISSUES LIKE FINANCIAL LITERACY, AFFORDABLE HOUSING, SMALL BUSINESS DEVELOPMENT, MINORITY INCLUSION IN THE CONSTRUCTION INDUSTRY AND FORECLOSURE PREVENTION AND DELIVERS PROGRAMMING AND CONSULTANCY TOWARDS THE AMELIORATION THESE ISSUES. 3654184 87333 1019485 EDUCATION: A SIGNIFICANT PORTION OF THE COALITION'S PROGRAMS FOCUS ON IMPROVING EDUCATIONAL OUTCOMES AND INCREASING EDUCATIONAL OPTIONS FOR UNDERSERVED COMMUNITIES WITH ACTIVITIES SUCH AS EARLY CHILDHOOD LEARNING PROJECTS, WORKSHOPS ABOUT EDUCATIONAL OPTIONS AND SCHOLARSHIPS, ACADEMIC ACHIEVEMENT CLASSES, STRUCTURED FIELD TRIPS, COLLEGE VISITS, POLICY ADVOCATES, AND MORE.HIV/AIDS SERVICES: A HOME TO MANY OF PHILADELPHIA'S GROUND-BREAKING INITIATIVES THAT TACKLED THE HIV/AIDS CRISIS DURING ITS TRAILBLAZING PHASE, UAC HAS A WELL-ESTABLISHED BASE OF SERVICES AND PROGRAMS AIMED AT PREVENTING THE SPREAD AND CONTRACTION OF HIV THROUGH SEXUAL HEALTH PROMOTION, STD PREVENTION EDUCATION, AND STD TESTING; AND PROVIDING DIRECT SERVICE PROGRAMMING TO PEOPLE AT-RISK FOR OR LIVING WITH HIV/AIDS, INCLUDING ONE-ON-ONE COUNSELING AND GROUP INTERVENTION SERVICES, PUBLIC AWARENESS BUILDING, REFERRALS TO CARE, AND COMMUNITY OUTREACH TO AT-RISK POPULATIONS AS WELL AS EPIDEMIOLOGICAL SURVEILLANCE AND REPORTING.EMPLOYMENT TRAINING: PROVIDE OPPORTUNITIES TO LOW-INCOME YOUTH FOR EMPLOYMENT TRAINING AND WORKFORCE PREPAREDNESS THROUGH SUMMER INTERNSHIPS AND WORK EXPERIENCES WITH CIVIC AND COMMUNITY BASED ORGANIZATIONS, PUBLIC SECTOR ENTITIES, AND COMPANIES.FINANCIAL EDUCATION LITERACY & TAX SERVICES: PROGRAM PROVIDES FREE TAX AND BENEFITS ASSISTANCE FOR LOW INCOME INDIVIDUALS AND FAMILIES AND WORKSHOPS FOCUSED ON FINANCIAL LITERACY AND EDUCATION TO WORKING FAMILIES CITYWIDE TO BOLSTER SELF-SUFFICIENCY AND BUILD WEALTH IN URBAN COMMUNITIES.HEALTHCARE SERVICES: TO IMPROVE THE HEALTH OF CHILDREN, ADULTS, AND FAMILIES THROUGH EDUCATION, SHARING OF INFORMATION, AND THE INVESTMENT OF RESOURCES. RESEARCH AND EVALUATION SERVICES: PROVIDES INFORMATION FOR DECISION-MAKING ON SPECIFIC PROGRAMS AND IS CONDUCTED WITHIN A SETTING OF CHANGING ACTORS, PRIORITIES, RESOURCES, & TIMELINES. 3654184 87333 1019485 16311409 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 393 0 494 0 0 0 0 0 0 0 0 0 0 0 X 41 39 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X THOMAS LOVE 2158511919 1207 CHESTNUT STREET- 7TH FLOOR PHILADELPHIA PA 19107 GRANT RAWDIN ESQ BOARD CHAIR 1.00 X X 0 0 0 WILLIAM SMITH VICE CHAIR 1.00 X X 0 0 0 BRIAN K EDMONDS SECRETARY 1.00 X X 0 0 0 DENNIS M ALLEN BOARD MEMBER 1.00 X 0 0 0 RONALD A BRADLEY BOARD MEMBER 1.00 X 0 0 0 DAVID R BRIGHT BOARD MEMBER 1.00 X 0 0 0 DANIEL K FITZPATRICK CFA BOARD MEMBER 1.00 X 0 0 0 CAROLYN L GREEN BOARD MEMBER 1.00 X 0 0 0 REV DR LORINA MARSHALL-BLAKE BOARD MEMBER 1.00 X 0 0 0 DENEAN WILLIAMS BOARD MEMBER 1.00 X 0 0 0 BERNARD E ANDERSON PHD BOARD MEMBER 1.00 X 0 0 0 MARK BULLOCK ESQ BOARD MEMBER 1.00 X 0 0 0 KATHERINE L CLUPPER BOARD MEMBER 1.00 X 0 0 0 PATRICK J EIDING BOARD MEMBER 1.00 X 0 0 0 WILLIAM H EWING ESQ BOARD MEMBER 1.00 X 0 0 0 MARISA GUERIN PHD BOARD MEMBER 1.00 X 0 0 0 RHONDA H LAUER BOARD MEMBER 1.00 X 0 0 0 TERRI J LEE BOARD MEMBER 1.00 X 0 0 0 ALAN LINDY BOARD MEMBER 1.00 X 0 0 0 SHARMAIN MATLOCK-TURNER PRESIDENT & CEO 35.00 X X 166288 0 9071 REV WILLIAM B MOORE BOARD MEMBER 1.00 X 0 0 0 ASHISH PARIKH BOARD MEMBER 1.00 X 0 0 0 RICK SAUER BOARD MEMBER 1.00 X 0 0 0 DONN SCOTT BOARD MEMBER 1.00 X 0 0 0 BERNARD W SMALLEY ESQ BOARD MEMBER 1.00 X 0 0 0 HON MARIAN B TASCO BOARD MEMBER 1.00 X 0 0 0 REV MARK KELLY TYLER PHD BOARD MEMBER 1.00 X 0 0 0 WILLIAM L WILSON BOARD MEMBER 1.00 X 0 0 0 KEVIN SATTERTHWAITE CAO & TREASURER 35.00 X X 130467 0 16587 PAUL BRAUER BOARD MEMBER 1.00 X 0 0 0 CECILIA YEP BOARD MEMBER 1.00 X 0 0 0 KAFI LINDSAY BOARD MEMBER 1.00 X 0 0 0 JAMES MERGIOTTI VICE CHAIR 1.00 X 0 0 0 NILDA RUIZ BOARD MEMBER 1.00 X 0 0 0 ALEXANDRA CASCIATO BOARD MEMBER 1.00 X 0 0 0 DONALD GENERALS BOARD MEMBER 1.00 X 0 0 0 SADE OLANIPEKUN-LEWIS BOARD MEMBER 1.00 X 0 0 0 RENEE AMOORE BOARD MEMBER 1.00 X 0 0 0 JOANNE MCFALL BOARD MEMBER 1.00 X 0 0 0 NANCY MOSES BOARD MEMBER 1.00 X 0 0 0 JANNET WALKER BOARD MEMBER 1.00 X 0 0 0 THOMAS GREENWOOD FORMER CFO 35.00 X 129076 0 13270 ARUN PRABHAKARAN VICE PRESIDENT 35.00 X 92789 0 14644 THOMAS LOVE CONTROLLER 35.00 X 73150 0 6304 ROBIN INGRAM EXECUTIVE DIRECTOR, CENTER 35.00 X 119230 0 220 711000 0 60096 4 0 1 0 INFINITE ECONOMIC DEVELOPMENT SOLUTIONS 1229 CHESTNUT STREET PHILADELPHIA PA 19107 ECONOMIC DEVELOPMENT CONSULTING 198458 THE HIERARCHY PO BOX 793 CHESTER PA 19016 IT CONSULTING 197325 PHILADELPHIA OPPORTUNITIES INDUSTRIAL CE 1231 N BROAD STREET 4TH FLOOR PHILADELPHIA PA 19122 CAREER DEVELOPMENT 152770 3 283995 15651309 10783676 26718980 CONSULTING FEES 561000 1019485 1019485 COMMUNITY PROGRAMS 561000 181139 181139 1200624 18957 39780 -20823 -20823 -20823 98130 283995 84965 13165 13165 OTHER REVENUE 900099 16435 16435 ADMINISTRATION FEE INCOME 900009 1660 1660 18095 27930041 1200624 0 10437 87333 87333 611074 563110 47964 8930320 7867621 1062677 22 58438 49319 8347 772 1434830 1258225 159736 16869 668975 564587 95556 8832 5537 1567 3970 121700 123560 -3970 2110 1900363 1681479 184436 34448 13636 13636 143438 131469 9293 2676 372886 349333 23553 2408516 2128100 280416 207266 188143 17390 1733 119605 50914 14318 54373 125509 2936 121562 1011 14997 14997 411309 390447 18360 2502 PROGRAM ACTIVITIES AND 882786 764877 114913 2996 TELEPHONE 311285 300849 5153 5283 PRINTING 99470 74857 18650 5963 MISCELLANEOUS 98771 92581 3199 2991 192371 189576 2748 47 19220415 16311409 2718414 190592 446707 8790475 3443571 3622346 210517 156990 115778 17583 132096 97863 17170 34233 68914 68914 362381 287946 4665038 12978487 2675608 2589052 12605 1606390 1396390 621961 509735 4903959 4507782 X -1944595 -1326556 1705674 9797261 -238921 8470705 4665038 12978487 8709626 0 X X 0 1 X 1 1 1 X 28889369 23764667 21416634 19683238 26718980 120472888 28889369 23764667 21416634 19683238 26718980 120472888 120472888 7207 33301 25826 19434 18957 104725 211420 240379 94083 180518 18095 744495 121322108 3041558 0.99300 0.99340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19220415 19220415 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 50251 31827 82078 250000 250000 250000 250000 1000000 1500000 57815 23582 34233 74281 74281 0 34233 UNEMPLOYEMENT LIABILITY PAYABLE 267846 DEFERRED RENT 166889 DUE TO CONGRESO DE LATINO UNIDOS 75000 509735 X 28058247 3461 124745 128206 27930041 0 27930041 19348621 3461 124745 128206 19220415 0 19220415 PART X, LINE 2: THE COALITION IS A NON-PROFIT ENTITY AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. THE COALITION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME TAXES. THE COALITION FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE GUIDANCE FURTHER PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE APPLICATION OF THIS STANDARD HAD NO IMPACT ON THE COALITION'S FINANCIAL STATEMENTS. THE COALITION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 84,965. RENTAL EXPENSES 39,780. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 84,965. RENTAL EXPENSES 39,780. 44TH ANNIVERSARY BREAKFAST 382125 283995 98130 54373 19913 10679 382125 283995 98130 54373 19913 10679 84965 13165 1 SCHOLARSHIPS 14 87333 PART I, LINE 2: SCHORLARSHIPS ARE GIVEN BY PROGRAMS TO QUALIFIED STUDENTS. EACH PROGRAM HAS CRITERIA FOR EVALUATING ELIGIBILITY. DOCUMENTATION IS MAINTAINED BY THE PROGRAM AND WITH CHECK BACKUP. X X X 0 0 0 0 0 0 0 0 0 SHARMAIN MATLOCK-TURNER PRESIDENT & CEO 166288 0 0 0 0 0 2322 0 6749 0 175359 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS EMAILED TO THE BOARD MEMBERS FOR THEIR REVIEW. BOARD MEMBERS ARE ASKED TO REVIEW THE FORM AND SUBMIT QUESTIONS AND CHANGES BEFORE THE FILING. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTIVITY OR TRANSACTION THAT MAY REPRESENT A POSSIBLE CONFLICT OF INTEREST, A DIRECTOR, OFFICER OR VOLUNTEER MUST DISCLOSE THE EXISTENCE OF HIS OR HER POSSIBLE CONFLICT OF INTEREST TO THE AUDIT AND FINANCE COMMITTEE AND WILL BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS. THE BOARD'S DUE DILIGENCE PROCESS INCLUDES ANNUAL REVIEW OF THE CONFLICT OF INTEREST POLICY BY UAC COUNSEL AND GOVERNANCE COMMITTEE. THE POLICY IS DISTRIBUTED TO BOARD MEMBERS AND REQUIRED TO BE SIGNED AND RETURNED TO GOVERNANCE COMMITTEE FOR REVIEW AND FORWARDED TO UAC CONTROLLER WITH DETAIL LIST OF ANY NOTED CONFLICTS. THE AUDIT AND FINANCE COMMITTEE MAY RECOMMEND MEASURES TO ENSURE THAT THE TRANSACTION WILL NOT PRESENT A CONFLICT OF INTEREST, OR THE APPEARANCE OF A CONFLICT OF INTEREST. THE AUDIT AND FINANCE COMMITTEE MAY ALSO REFER THE MATTER TO THE EXECUTIVE COMMITTEE FOR ITS REVIEW. FORM 990, PART VI, SECTION B, LINE 15 A PERIODIC COMPENSATION STUDY IS CONDUCTED BY THE HUMAN RESOURCES MANAGER BENCHMARKING SALARIES, JOB TITLE, JOB POSITION, AND SIMILAR SIZE ORGANIZATIONS USING ESTABLISHED INDUSTRY REPORTS AND RESOURCES. THE CEO COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. SENIOR MANAGEMENT COMPENSATION IS REVIEWED AND APPROVED BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE COALITION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.