UNITED WAY OF METROPOLITAN CHICAGO INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY OF METROPOLITAN CHICAGO INC (EIN 30-0200478)
Tax period
2015-07-01 to 2016-06-30
Filed
2016-12-14
IRS object ID
201633499349300913
Schema version
2015v2.1
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)
Return2016-12-14T13:32:29-06:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1171 N CLARK ST SUITE 200AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN300200478EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1United Way of Metropolitan Chicago INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JEFFREY BROWNInCareOfNm
Business Name ControlUNITBusinessNameControlTxt
Phone3129062350PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 South Wabash Avenue 30th FloorAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60604ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH VANYOPersonNm
Person TitleCOOPersonTitleTxt
Phone3129062350PhoneNum
Signature2016-12-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBridget T RochePreparerPersonNm
PTINP00666837PTIN
Phone3128560200PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWendy DuboePrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 South Wabash Avenue 30th FloorAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60604ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$52,328,436GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.uw-mc.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2004FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionUnited Way of Metropolitan Chicago Improves lives by mobilizing caring people to invest in the community where their resources are needed most.ActivityOrMissionDesc
Voting Members Governing Body29VotingMembersGoverningBodyCnt
Voting Members Independent28VotingMembersIndependentCnt
Total Employee127TotalEmployeeCnt
Total Volunteers6361TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$48,927,456PYContributionsGrantsAmt
CY Contributions Grants$50,421,737CYContributionsGrantsAmt
PY Program Service Revenue$768,917PYProgramServiceRevenueAmt
CY Program Service Revenue$536,383CYProgramServiceRevenueAmt
PY Investment Income$145,711PYInvestmentIncomeAmt
CY Investment Income$168,000CYInvestmentIncomeAmt
PY Other Revenue$74,917PYOtherRevenueAmt
CY Other Revenue$531,886CYOtherRevenueAmt
PY Total Revenue$49,917,001PYTotalRevenueAmt
CY Total Revenue$51,658,006CYTotalRevenueAmt
PY Grants And Similar Paid$35,385,650PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$38,330,901CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$8,575,368PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$9,865,333CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$87,246PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$10,500CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,998,998CYTotalFundraisingExpenseAmt
PY Other Expenses$3,939,522PYOtherExpensesAmt
CY Other Expenses$4,548,827CYOtherExpensesAmt
PY Total Expenses$47,987,786PYTotalExpensesAmt
CY Total Expenses$52,755,561CYTotalExpensesAmt
PY Revenues Less Expenses$1,929,215PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,097,555CYRevenuesLessExpensesAmt
Total Assets BOY$35,297,450TotalAssetsBOYAmt
Total Assets EOY$32,037,221TotalAssetsEOYAmt
Total Liabilities BOY$13,236,200TotalLiabilitiesBOYAmt
Total Liabilities EOY$13,927,655TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$22,061,250NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$18,109,566NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionUNITED WAY OF METROPOLITAN CHICAGO IMPROVES LIVES BY MOBILIZING CARING PEOPLE TO INVEST IN THE COMMUNITY WHERE THEIR RESOURCES ARE NEEDED MOST.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$17,580,752ExpenseAmt
Grant$17,580,752GrantAmt
Revenue$536,383RevenueAmt
DescOther program service achievements include designations by donors to subordinate organizations (member united ways; $905,627) and other 501(c)(3) organizations ($16,675,125).Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$13,011,416ExpenseAmt
Grant$10,345,287GrantAmt
DescHEALTH & WELLNESS UWMC FOCUSES ON CONNECTING PEOPLE TO A MEDICAL "HOME", SPECIFICALLY, A PRIMARY CARE PHYSICIAN WHENEVER POSSIBLE, AS WELL AS PROVIDING HEALTH EDUCATION FOR YOUTH TO PROMOTE LIFESTYLE HEALTH AND PREVENTION OF CHRONIC DISEASE. ADDITIONALLY, UWMC ADDRESSES SAFETY NET ISSUES - BASIC NEEDS AND CRISIS SUPPORT - THROUGH AGENCY PARTNERS, WHO PROVIDE FOOD, SHELTER AND SAFETY FROM VIOLENCE. FOR THE YEAR ENDING JUNE 2016, UWMC HELPED CONNECT 69,418 INDIVIDUALS TO A PRIMARY CARE PHYSICIAN AND REDUCED BARRIERS TO ACCESSING CARE (E.G., TRANSPORTATION, TRANSLATION SERVICES) IN 133,571 INSTANCES. 1,980 YOUTH INCREASED THEIR INTAKE OF FRUITS AND VEGETABLES OR THE AMOUNT OF PHYSICAL ACTIVITY IN WHICH THEY ENGAGED. (NOTE: THESE RESULTS EXCLUDE THE MUW; PLEASE REFER TO ITS SEPARATE INDIVIDUAL FORM 990 FOR SPECIFIC RESULTS). As the recipient of state and federal grants, uwmc has assisted in health insurance enrollment for the past three years. Assisters provide free in-person assistance to individuals in families to enroll in health coverage. In previous year, partners organizations and their assisters helped facilitate 9,458 enrollments contributing to a cumulative total of more than 19,000 enrollments. Through a two-year grant from the health federation of philadelphia to support the work of the illinois ace (adverse childhood experiences) response collaborative, united way is actively engaged in a learning collaborative of 14 communities working to develop education trainings, policies, and responses to assist those who have experienced adversity, while strategizing to build resilience and reduce the frequency and impact of aces. SAFETY NET SERVICES FOR THE YEAR ENDING JUNE 2016, UWMC SERVED A TOTAL OF 797,799 PEOPLE, INCLUDING 411,321 PEOPLE WHO RECEIVED SAFETY SERVICES RELATED TO DOMESTIC ABUSE. (NOTE: THESE RESULTS EXCLUDE THE MUW; PLEASE REFER TO ITS SEPARATE INDIVIDUAL FORM 990 FOR SPECIFIC RESULTS)Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$7,069,515ExpenseAmt
Grant$5,620,923GrantAmt
DescEDUCATION UWMC FOCUSES ITS EDUCATION WORK ON TWO CRITICAL TRANSITIONS IN A CHILD'S EDUCATIONAL LIFE - STARTING KINDERGARTEN AND BEGINNING HIGH SCHOOL. UWMC PROGRAMS SUPPORT QUALITY EARLY LEARNING THROUGH PRESCHOOL AND HOME VISITS TO ENSURE YOUNG CHILDREN HAVE THE STRONG COGNITIVE, EMOTIONAL, AND BEHAVIORAL FOUNDATIONS TO LEARN. UWMC PROGRAMS ALSO SUPPORT STRUGGLING MIDDLE SCHOOL YOUTH WITH AFTER SCHOOL AND FAMILY SUPPORT PROGRAMS TO ENSURE THEY CAN ENTER HIGH SCHOOL ON TRACK TO GRADUATE. OUR WORK FOR THE YEAR ENDING JUNE 2016 ENSURED THAT 7,986 CHILDREN IMPROVED THEIR SCREENING SCORES AND KINDERGARTEN READINESS, AND THAT 8,810 PREVIOUSLY STRUGGLING MIDDLE SCHOOL STUDENTS WERE PROMOTED TO THE NEXT GRADE LEVEL ON TRACK FOR GRADUATION. (NOTE: THESE RESULTS EXCLUDE THE MUW; PLEASE REFER TO ITS SEPARATE INDIVIDUAL FORM 990 FOR SPECIFIC RESULTS). OTHER PROGRAM SERVICES FORM 990, PART III, LINE 4D FINANCIAL STABILITY INCOME - TOTAL EXPENSES: $4,398,324; TOTAL GRANTS: $3,497,077. SECURING THE FINANCIAL STABILITY OF MORE HOUSEHOLDS IS ONE OF THE STRATEGIES TOWARD UWMC'S EFFORTS TO IMPROVE LIVES IN GREATER CHICAGO. EMPLOYMENT, FINANCIAL LITERACY, AND INCOME SUPPORTS ARE THE THREE PILLARS OF THIS WORK. FOR THE YEAR ENDING JUNE 30, 2016, UWMC'S PROGRAMS PLACED 5,763 PEOPLE IN JOBS. ADDITIONALLY, 4,927 INDIVIDUALS GAINED FINANCIAL KNOWLEDGE THROUGH PROGRAMS AND CLASSES. 4,730 PEOPLE WERE CONNECTED TO BENEFITS SUCH AS CHILD CARE AND THE SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP) THAT WILL MAKE A SIGNIFICANT DIFFERENCE IN THEIR STABILITY. (NOTE: THESE RESULTS EXCLUDE THE MUW; PLEASE REFER TO ITS SEPARATE INDIVIDUAL FORM 990 FOR SPECIFIC RESULTS). NEIGHBORHOOD NETWORKS - TOTAL EXPENSES: $1,618,505; TOTAL GRANTS: $1,286,862. TO ADDRESS THE COMPLEX CHALLENGES IN HIGH NEEDS COMMUNITIES THROUGHOUT THE REGION, UNITED WAY OF METROPOLITAN CHICAGO DEVELOPED THE UNITED WAY NEIGHBORHOOD NETWORK INITIATIVE. THE INITIATIVE UTILIZES A COLLECTIVE IMPACT MODEL TO WORK WITH COMMUNITY COALITIONS TO GUIDE STRATEGIES WITH PARTNERS, COORDINATE RESOURCES AND PROGRAMMING, AND COLLABORATE ON MEASUREMENT TO DELIVER RESULTS - ALL FOCUSED ON A COMMON COMMUNITY GOAL. MORE INFORMATION, INCLUDING GOALS AND RESULTS CAN BE FOUND IN SCHEDULE O. TOTAL EXPENSES: $6,016,829; TOTAL GRANTS: $4,783,939.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$6,016,829ExpenseAmt
Grant$4,783,939GrantAmt
DescSee Part III, Line 4D Description in SCH ODesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$6,016,829TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$4,783,939TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$43,678,512TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document18IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee127EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members29GoverningBodyVotingMembersCnt
Independent Voting Member28IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJEFFREY BROWNPersonNm
Phone3129062350PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 S WABASH AVE 30TH FLOORAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60604ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Ellen Costello
Chairperson5.00.0Yes (X)Yes (X)$0$0$0
Deborah L Dehaas
Vice Chairperson2.00.0Yes (X)Yes (X)$0$0$0
Frederick H Waddell
Vice Chairperson2.00.0Yes (X)Yes (X)$0$0$0
Jay L Henderson
Vice Chairperson2.00.0Yes (X)Yes (X)$0$0$0
Martha Hinchman
Treasurer2.00.0Yes (X)Yes (X)$0$0$0
L Marie Asad
Board Member1.00.0Yes (X)$0$0$0
Thomas F Bennington Jr
Board Member1.00.0Yes (X)$0$0$0
Carrie M Buddingh
Board Member1.00.0Yes (X)$0$0$0
Patrick J Canning
Board Member4.00.0Yes (X)$0$0$0
David R Casper
Board Member1.00.0Yes (X)$0$0$0
Tyrone C Fahner
Board Member1.00.0Yes (X)$0$0$0
W James Farrell
Board Member1.00.0Yes (X)$0$0$0
Cheryl A Francis
Board Member1.00.0Yes (X)$0$0$0
Rick Fezell Thru 1215
Board Member1.00.0Yes (X)$0$0$0
Cary Grace
Board Member1.00.0Yes (X)$0$0$0
Dean Harrison
Board Member1.00.0Yes (X)$0$0$0
William A Von Hoene Jr
Board Member1.00.0Yes (X)$0$0$0
Rev Larry L Jackson
Board Member1.00.0Yes (X)$0$0$0
Lisa N Johnson
Board Member1.00.0Yes (X)$0$0$0
Timothy P Maloney Thru 316
Board Member1.00.0Yes (X)$0$0$0
Andrew J McKenna Sr
Board Member1.00.0Yes (X)$0$0$0
Lester H McKeever Jr
Board Member1.00.0Yes (X)$0$0$0
Linda D Nelson
Board Member1.00.0Yes (X)$0$0$0
Kristie Paskvan
Board Member1.00.0Yes (X)$0$0$0
Deborah K Price
Board Member1.00.0Yes (X)$0$0$0
Jorge Ramirez
Board Member1.00.0Yes (X)$0$0$0
E Scott Santi
Board Member1.00.0Yes (X)$0$0$0
Paul La Schiazza
Board Member1.00.0Yes (X)$0$0$0
Robert A Sullivan
Board Member1.00.0Yes (X)$0$0$0
Scott Swanson
Board Member1.00.0Yes (X)$0$0$0
Wendy Du Boe
President & CEO37.50.0Yes (X)$373,364$0$23,260
Jennifer Fronek
VP of Finance37.50.0Yes (X)$103,949$0$11,620
Serita Guyton
EA/Secretary37.50.0Yes (X)$94,066$0$21,985
Joseph Vanyo
COO37.50.0Yes (X)$208,624$0$16,378
Andrea Bazan
SVP Resource Development37.50.0Yes (X)$169,374$0$10,002
Jose Rico
SVP of Comm Investment37.50.0Yes (X)$183,800$0$29,763
Jeffrey Brown
Controller37.50.0Yes (X)$96,907$0$15,110
Jeanette Castellanos-Butt
VP Community Investment37.50.0$111,686$0$4,718Yes (X)
Mariam Crabtree
VP Indiv & Major Gifts37.50.0$145,563$0$28,231Yes (X)
Risa Davis
VP Corporate Development37.50.0$139,684$0$19,459Yes (X)
Ann Manikas
VP for HR and Inclusion37.50.0$149,457$0$33,214Yes (X)
Valerie Barker Waller
VP Marketng and Communications37.50.0$171,025$0$37,182Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,947,499TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$250,922TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K11IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Novitex Enterprise Solutions
PO Box 845801DALLASTX75284Administrative$175,701
UPIC Solutions
2400 Reading RoadCINCINNATIOH45202Technology$172,906
Grant Thornton
171 N Clark Street Suite 200CHICAGOIL60694Audit & Consulting$155,096
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Federated Campaigns$340,476FederatedCampaignsAmt
Government Grants$2,126,816GovernmentGrantsAmt
All Other Contributions$47,954,445AllOtherContributionsAmt
Noncash Contributions$494,487NoncashContributionsAmt
Total Contributions$50,421,737TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MANAGEMENT FEES FROM OTHER UW ORGS561000$373,087$373,087
DESIGNATION FEES561000$163,296$163,296
FieldValueIRS element (for citing)
Total Program Service Revenue$536,383TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$102,221TotalRevenueColumnAmt
Exclusion$102,221ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$540,472SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$474,693SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$65,779SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$65,779TotalRevenueColumnAmt
Exclusion$65,779ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$727,623FundraisingGrossIncomeAmt
Fundraising Direct Expenses$195,737FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$531,886TotalRevenueColumnAmt
Exclusion$531,886ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$51,658,006TotalRevenueColumnAmt
Related Or Exempt Func Income$536,383RelatedOrExemptFuncIncomeAmt
Exclusion$699,886ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$38,330,901TotalAmt
Program Services$38,330,901ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,393,044TotalAmt
Program Services$514,033ProgramServicesAmt
Management And General$359,405ManagementAndGeneralAmt
Fundraising$519,606FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$6,784,888TotalAmt
Program Services$2,490,636ProgramServicesAmt
Management And General$1,818,538ManagementAndGeneralAmt
Fundraising$2,475,714FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$415,897TotalAmt
Program Services$152,625ProgramServicesAmt
Management And General$111,841ManagementAndGeneralAmt
Fundraising$151,431FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$840,061TotalAmt
Program Services$301,633ProgramServicesAmt
Management And General$231,087ManagementAndGeneralAmt
Fundraising$307,341FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$431,443TotalAmt
Program Services$155,374ProgramServicesAmt
Management And General$121,739ManagementAndGeneralAmt
Fundraising$154,330FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$281,898TotalAmt
Program Services$162,469ProgramServicesAmt
Management And General$101,231ManagementAndGeneralAmt
Fundraising$18,198FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$29,527TotalAmt
Program Services$9,028ProgramServicesAmt
Management And General$11,282ManagementAndGeneralAmt
Fundraising$9,217FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$266,011TotalAmt
Program Services$23,191ProgramServicesAmt
Management And General$231,925ManagementAndGeneralAmt
Fundraising$10,895FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$12,039TotalAmt
Program Services$12,039ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$10,500TotalAmt
Fundraising$10,500FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$239,640TotalAmt
Program Services$82,631ProgramServicesAmt
Management And General$69,604ManagementAndGeneralAmt
Fundraising$87,405FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$336,002TotalAmt
Program Services$107,011ProgramServicesAmt
Management And General$94,795ManagementAndGeneralAmt
Fundraising$134,196FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$591,673TotalAmt
Program Services$387,493ProgramServicesAmt
Management And General$10,890ManagementAndGeneralAmt
Fundraising$193,290FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$195,026TotalAmt
Program Services$46,473ProgramServicesAmt
Management And General$85,425ManagementAndGeneralAmt
Fundraising$63,128FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$475,155TotalAmt
Program Services$99,132ProgramServicesAmt
Management And General$289,448ManagementAndGeneralAmt
Fundraising$86,575FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$819,665TotalAmt
Program Services$302,090ProgramServicesAmt
Management And General$220,830ManagementAndGeneralAmt
Fundraising$296,745FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$204,151TotalAmt
Program Services$96,647ProgramServicesAmt
Management And General$29,602ManagementAndGeneralAmt
Fundraising$77,902FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$61,433TotalAmt
Program Services$23,591ProgramServicesAmt
Management And General$6,330ManagementAndGeneralAmt
Fundraising$31,512FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$60,230TotalAmt
Program Services$35,103ProgramServicesAmt
Management And General$4,504ManagementAndGeneralAmt
Fundraising$20,623FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$504,875TotalAmt
Program Services$174,044ProgramServicesAmt
Management And General$146,821ManagementAndGeneralAmt
Fundraising$184,010FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$379,129TotalAmt
Program Services$130,696ProgramServicesAmt
Management And General$110,253ManagementAndGeneralAmt
Fundraising$138,180FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$92,373TotalAmt
Program Services$41,672ProgramServicesAmt
Management And General$22,501ManagementAndGeneralAmt
Fundraising$28,200FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$52,755,561TotalAmt
Program Services$43,678,512ProgramServicesAmt
Management And General$4,078,051ManagementAndGeneralAmt
Fundraising$4,998,998FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$654BOYAmt
EOY$654EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$13,605,851BOYAmt
EOY$11,136,398EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$12,773,758BOYAmt
EOY$12,908,187EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,327,691BOYAmt
EOY$156,040EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

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

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$240,489BOYAmt
EOY$347,232EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$5,531,832LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,422,016LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,421,482BOYAmt
EOY$2,109,816EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,927,525BOYAmt
EOY$5,378,894EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

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

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

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

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$35,297,450BOYAmt
EOY$32,037,221EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,298,500BOYAmt
EOY$4,652,321EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

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

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$5,600,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,937,700BOYAmt
EOY$3,675,334EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,236,200BOYAmt
EOY$13,927,655EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,351,250BOYAmt
EOY-$41,562EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$16,476,012BOYAmt
EOY$14,917,140EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,233,988BOYAmt
EOY$3,233,988EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$22,061,250BOYAmt
EOY$18,109,566EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$35,297,450BOYAmt
EOY$32,037,221EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$1,097,555ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$214,364NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$2,639,765OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

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$46,605,648CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$44,364,314CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$47,250,524CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,811,117CurrentTaxYearMinus1YearAmt
Current Tax Year$50,421,737CurrentTaxYearAmt
Total$237,453,340TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$46,605,648CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$44,364,314CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$47,250,524CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,811,117CurrentTaxYearMinus1YearAmt
Current Tax Year$50,421,737CurrentTaxYearAmt
Total$237,453,340TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$59,368,233SubstantialContributorsTotAmt
Public Support Total170$178,085,107PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$224,739CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$95,174CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$88,018CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$84,961CurrentTaxYearMinus1YearAmt
Current Tax Year$102,221CurrentTaxYearAmt
Total$595,113TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$176,350CurrentTaxYearMinus1YearAmt
Current Tax Year$727,623CurrentTaxYearAmt
Total$903,973TotalAmt
FieldValueIRS element (for citing)
Total Support$238,952,426TotalSupportAmt
Gross Receipts Rltd Activities$3,064,691GrossReceiptsRltdActivitiesAmt
Public Support CY1700.74527PublicSupportCY170Pct
Public Support PY1700.75113PublicSupportPY170Pct
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 C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$8,667FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$3,372FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$12,039FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$49,634,446FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$49,646,485FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt
FieldValueIRS element (for citing)
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
Form4720 FiledfalseForm4720FiledInd

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$20,150CurrentYearMinus3Amt
Current Year Minus2$16,381CurrentYearMinus2Amt
Current Year Minus1$19,079CurrentYearMinus1Amt
Current Year$12,039CurrentYearAmt
Total$67,649TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$10,847CurrentYearMinus3Amt
Current Year Minus2$8,906CurrentYearMinus2Amt
Current Year Minus1$9,369CurrentYearMinus1Amt
Current Year$8,667CurrentYearAmt
Total$37,789TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabfalseInclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,668,510BeginningYearBalanceAmt
Contributions$113,074ContributionsAmt
Investment Earnings Or Losses-$50,642InvestmentEarningsOrLossesAmt
End Year Balance$4,730,942EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,440,419BeginningYearBalanceAmt
Contributions$1,261,551ContributionsAmt
Investment Earnings Or Losses-$33,460InvestmentEarningsOrLossesAmt
End Year Balance$4,668,510EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,906,177BeginningYearBalanceAmt
Contributions$75,458ContributionsAmt
Investment Earnings Or Losses$458,784InvestmentEarningsOrLossesAmt
End Year Balance$3,440,419EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,603,079BeginningYearBalanceAmt
Contributions$75,000ContributionsAmt
Investment Earnings Or Losses$228,098InvestmentEarningsOrLossesAmt
End Year Balance$2,906,177EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,353,326BeginningYearBalanceAmt
Contributions$195,156ContributionsAmt
Investment Earnings Or Losses$54,597InvestmentEarningsOrLossesAmt
End Year Balance$2,603,079EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00700BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.68300PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.31000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
LandLandGrp
BuildingsBuildingsGrp

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$2,286,127OtherCostOrOtherBasisAmt
Depreciation$538,298DepreciationAmt
Book Value$1,747,829BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$3,245,705OtherCostOrOtherBasisAmt
Depreciation$2,883,718DepreciationAmt
Book Value$361,987BookValueAmt
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildingsGrp
Total Book Value Land Buildings$2,109,816TotalBookValueLandBuildingsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DEFERRED RENT, NET OF CURRENT PORTION$2,026,085
OBLIGATION FOR RETIREMENT BENEFITS$1,431,862
ASSET RETIREMENT OBLIGATION$217,387
FieldValueIRS element (for citing)
Total Liability$3,675,334TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$35,971,438TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$214,364NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$3,510,568DonatedServicesAndUseFcltsAmt
Other Revenue-$116,339OtherRevenueAmt
Revenue Not Reported$3,179,865RevenueNotReportedAmt
Revenue Subtotal$32,791,573RevenueSubtotalAmt
Other Revenues Not Included$18,866,433OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$18,866,433RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$51,658,006TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$38,312,290TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$3,510,568DonatedServicesUseFcltsAmt
Other Expenses Included-$17,953,839OtherExpensesIncludedAmt
Expenses Not Reported-$14,443,271ExpensesNotReportedAmt
Expenses Subtotal$52,755,561ExpensesSubtotalAmt
Total Expenses Per Form990$52,755,561TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
INTENDED USES OF ENDOWMENT FUNDSSCHEDULE D, PART V, LINE 4 The intended uses of the United Way of Metropolitan Chicago endowment funds include funding innovative programs that address critical and emerging needs, ensuring current needs are met, and providing resources to respond quickly and effectively to unexpected crisis. UNCERTAIN TAX POSITIONS (FIN 48) SCHEDULE D, PART X, LINE 2 UWMC, SOUTH-SOUTHWEST, NORTH-NORTHWEST, AND DUPAGE/WEST COOK HAVE RECEIVED FAVORABLE DETERMINATION LETTERS FROM THE INTERNAL REVENUE SERVICE, STATING THAT THEY ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, EXCEPT FOR INCOME TAXES PERTAINING TO UNRELATED BUSINESS INCOME. ACCOUNTING GUIDANCE REQUIRES TAX EFFECTS FROM UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IF THE POSITION WAS TO BE CHALLENGED BY A TAXING AUTHORITY. MANAGEMENT HAS DETERMINED THERE ARE NO MATERIAL UNCERTAIN POSITIONS WHICH REQUIRE RECOGNITION IN THE FINANCIAL statements. ADDITIONALLY, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THESE FINANCIAL STATEMENTS. THERE IS NO INTEREST OR PENALTIES RECOGNIZED IN THE FINANCIAL STATEMENTS. THE TAX YEARS ENDING 2012, 2013, 2014 AND 2015 ARE STILL OPEN TO AUDIT FOR BOTH FEDERAL AND STATE PURPOSES.
SUPPLEMENTAL DESCRIPTION - OTHERSCHEDULE D, PART XI, LINE 2D Loss on Prior Year Pledge Write-offs ($116,339)
SUPPLEMENTAL DESCRIPTION - OTHERSCHEDULE D, PART XI, LINE 4B Designations to subordinate organization 905,627 Designations to other organizations 16,838,421 Reimbursement from other United Ways for support services 191,087 Reimbursement from subordinate organization 182,000 Transfer of MUW net assets 749,298 -------------- Total $18,866,433 ==============
SUPPLEMENTAL DESCRIPTION - OTHERSchedule D, Part XIII, Line 2d Designations to subordinate organization (905,627) Designations to other organizations (16,838,421) Reimbursement from other United Ways for support services (191,087) Reimbursement from subordinate organization (182,000) Designation fees 163,296 -------------- Total $(17,953,839) ==============

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

ActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndRetained By ContractorRetainedByContractorAmtGross ReceiptsGrossReceiptsAmtNet To OrganizationNetToOrganizationAmt
Campbell Company
Campaign consultingfalse$10,500
PATRICIA HURLEY ASSOCIATES
LUNCHEONfalse$50,000$612,069$562,069
FieldValueIRS element (for citing)
Total Gross Receipts$612,069TotalGrossReceiptsAmt
Total Retained By Contractors$60,500TotalRetainedByContractorsAmt
Total Net To Organization$562,069TotalNetToOrganizationAmt
Licensed StatesILLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1CELEBRATIONEvent1Nm
Gross Receipts Event1$612,069GrossReceiptsEvent1Amt
Gross Revenue Event1$612,069GrossRevenueEvent1Amt
Food And Beverage Event1$41,500FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$117,282OtherDirectExpensesEvent1Amt
Event2Golf OutingEvent2Nm
Gross Receipts Event2$24,607GrossReceiptsEvent2Amt
Gross Revenue Event2$24,607GrossRevenueEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$90,947GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$90,947GrossRevenueOtherEventsAmt
Food And Beverage Other Events$25,079FoodAndBeverageOtherEventsAmt
Entertainment Other Events$1,200EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$10,676OthDirectExpnssOtherEventsAmt
Gross Receipts Total$727,623GrossReceiptsTotalAmt
Gross Revenue Total Events$727,623GrossRevenueTotalEventsAmt
Food And Beverage Total Events$66,579FoodAndBeverageTotalEventsAmt
Entertainment Total Events$1,200EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$127,958OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$195,737DirectExpenseSummaryEventsAmt
Net Income Summary$531,886NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (175 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
McCormick Foundation
205 N Michigan Ste 4300ChicagoIL60601363689171501(C)(3)$2,006,668Program Support
Metropolitan Family Services
222 East Willow AvenueWheatonIL60187362167061501(C)(3)$1,853,161Program Support
Catholic Char of the Archdiocese of Chicago
721 North LaSalle StreetChicagoIL60654530196617501(C)(3)$1,714,967Program Support
American Red Cross of Greater Chicago
2200 W Harrison StreetChicagoIL60612530196605501(C)(3)$1,111,358Program Support
Jewish Federation of Metropolitan Chicago
One South Franklin StreetChicagoIL60606362167761501(C)(3)$995,893Program Support
The Salvation Army
502 North ProspectChampaignIL61820362167910501(C)(3)$616,370Program Support
YMCA of Metropolitan Chicago
801 North Dearborn StreetChicagoIL60610362179782501(C)(3)$551,832Program Support
Brighton Park Neighborhood Council
4477 South Archer AvenueChicagoIL60632364229387501(C)(3)$377,100Program Support
YWCA Metropolitan Chicago
1 N LaSalle St Ste 1150ChicagoIL60602362179765501(C)(3)$251,215Program Support
Lawrence Hall Youth Services
4833 N Francisco AvenueChicagoIL60625362167771501(C)(3)$207,612Program Support
LAF
111 W Jackson BlvdChicagoIL60604362754650501(C)(3)$184,000Program Support
Youth Crossroads Inc
3401 S Gunderson AvenueBerwynIL60402237417420501(C)(3)$181,883Program Support
Thresholds
4101 North RavenswoodChicagoIL60613363071248501(C)(3)$179,717Program Support
Outreach Community Ministries
122 West LibertyWheatonIL60187237265066501(C)(3)$176,600Program Support
Family Focus Inc
310 S Peoria St Ste 301ChicagoIL60607362884042501(C)(3)$155,000Program Support
Carole Robertson Center for Learning
2020 West Roosevelt RoadChicagoIL60608362882124501(C)(3)$150,000Program Support
Inspiration Corporation
4554 N Broadway StreetChicagoIL60640363673980501(C)(3)$142,750Program Support
ChildServ
8765 W Higgins Rd Ste 450ChicagoIL60631362171716501(C)(3)$142,000Program Support
People's Resource Center
201 South Naperville RoadWheatonIL60187363157600501(C)(3)$137,400Program Support
Safer Foundation
571 West Jackson BlvdChicagoIL60661362762168501(C)(3)$136,018Program Support
Association House of Chicago
1116 North Kedzie AvenueChicagoIL60651362166961501(C)(3)$135,200Program Support
The Chicago Lighthouse
1850 West Roosevelt RoadChicagoIL60608362169139501(C)(3)$133,000Program Support
Access Community Health Network
600 W Fulton St 2nd flChicagoIL60661363317058501(C)(3)$124,424Program Support
Heartland Alliance for Human Needs & Rights
208 S Lasalle St Ste 1300ChicagoIL60604361877640501(C)(3)$120,586Program Support
The Cara Program
237 South DesplainesChicagoIL60661364268095501(C)(3)$120,000Program Support
Jane Addams Resource Corporation
4432 N Ravenswood AvenueChicagoIL60640363682559501(C)(3)$117,500Program Support
Bright Star Community Outreach
4518 South Cottage GroveChicagoIL60653262007088501(C)(3)$113,700Program Support
Southland Health Care Forum
30 E 15th StreetChicago HeightsIL60411571192504501(C)(3)$107,666Program Support
Children's Home Aid
125 S Wacker Dr 14th flChicagoIL60606362167743501(C)(3)$105,585Program Support
El Valor
1850 West 21st StreetChicagoIL60608237294683501(C)(3)$104,000Program Support
Access Living of Metropolitan Chicago
115 West Chicago AvenueChicagoIL60610363310774501(C)(3)$100,750Program Support
Cabrini Green Legal Aid
740 N Milwaukee AvenueChicagoIL60642362775706501(C)(3)$100,000Program Support
Erie Neighborhood House
1701 West Superior StreetChicagoIL60622363043253501(C)(3)$94,000Program Support
Prairie State Legal Services
5320 West Elm StreetMcHenryIL60050371030764501(C)(3)$91,200Program Support
Mujeres Latinas en Accion
2124 West 21st PlaceChicagoIL60608362877520501(C)(3)$90,100Program Support
Chicago Urban League
4510 S Michigan AvenueChicagoIL60653362225483501(C)(3)$90,000Program Support
Heartland Human Care Services Inc
208 S Lasalle St Ste 1300ChicagoIL60604364053244501(C)(3)$90,000Program Support
Chicago Youth Centers
3947 S Michigan AvenueChicagoIL60653362344429501(C)(3)$88,992Program Support
Chinese Mutual Aid Association
1016 West Argyle StreetChicagoIL60640363139799501(C)(3)$87,000Program Support
Family Shelter Service Inc
605 East Roosevelt RoadWheatonIL60187362883552501(C)(3)$86,700Program Support
360 Youth Services
1305 West Oswego RoadNapervilleIL60540362936229501(C)(3)$86,100Program Support
Instituto del Progreso Latino
2570 S Blue Island AveChicagoIL60608362937375501(C)(3)$86,000Program Support
Center for Economic Progress
29 E Madison St Ste 900ChicagoIL60602363693728501(C)(3)$85,500Program Support
Namaste Charter School
3737 South Paulina StreetChicagoIL60609200285795501(C)(3)$85,000Program Support
Bridge Communities Inc
505 Crescent BoulevardGlen EllynIL60137363705951501(C)(3)$81,000Program Support
Bremen Youth Services
15350 S Oak Park AveOak ForestIL60452363502582501(C)(3)$80,000Program Support
Chicago Commons Association
515 East 50th StreetChicagoIL60615362169136501(C)(3)$75,000Program Support
Ford Hghts Comm Service Organization Inc
943 East 14th StreetFord HeightsIL60411362658308501(C)(3)$75,000Program Support
Illinois Action for Children
4753 N Broadway Ste 1200ChicagoIL60640362712912501(C)(3)$75,000Program Support
S Suburban Council on Alcoholism & Subst
1909 Cheker SqEast Hazel CrestIL60429362654921501(C)(3)$75,000Program Support
Together We Cope
17010 S Oak Park AveTinley ParkIL60477363666952501(C)(3)$75,000Program Support
Apna Ghar Inc (Our Home)
4350 N Broadway 2nd flChicagoIL60613363698770501(C)(3)$72,000Program Support
Aunt Martha's Youth Service & Health Center
19990 Gov HighwyOlympia FieldsIL60461237188150501(C)(3)$70,000Program Support
Esperanza Health Centers
2001 South CaliforniaChicagoIL60608320115907501(C)(3)$70,000Program Support
Woodlawn Children's Promise Community
6020 South Langley AvenueChicagoIL60637270306253501(C)(3)$70,000Program Support
BUILD Inc
5100 West Harrison StreetChicagoIL60644237022085501(C)(3)$69,475Program Support
Christopher House
1611 W Division StreetPark CityIL60085237316001501(C)(3)$67,168Program Support
Central States SER - Jobs for Progress Inc
3948 West 26th StreetChicagoIL60623361211270501(C)(3)$65,000Program Support
North Lawndale Employment Network
3726 West Flournoy StreetChicagoIL60624364295189501(C)(3)$65,000Program Support
Southwest Community Services Inc
1902 Fox Drive Ste BChampaignIL61820237136028501(C)(3)$65,000Program Support
Austin Coming Together
5049 West Harrison StreetChicagoIL60644450920919501(C)(3)$62,501Program Support
Evanston Township High School Foundation
1600 Dodge AvenueEvanstonIL60201300395044501(C)(3)$62,500Program Support
Latinos Progresando
3047 West CermakChicagoIL60623364355072501(C)(3)$62,500Program Support
Primo Center for Women and Children
4241 West Washington BlvdChicagoIL60624362966006501(C)(3)$62,050Program Support
DuPage PADS
601 West LibertyWheatonIL60187363675494501(C)(3)$61,710Program Support
Chinese American Service League
2141 South Tan CourtChicagoIL60616362984043501(C)(3)$61,250Program Support
Catholic Charities
721 North LaSalle StreetChicagoIL60654362170821501(C)(3)$60,081Program Support
Changing Worlds
329 W 18th St Ste 506ChicagoIL60616364340874501(C)(3)$60,000Program Support
Heartland International Health Center
3048 N Wilton Ave 2nd flChicagoIL60657363843377501(C)(3)$60,000Program Support
Restoration Ministries Inc
253 East 159th StreetHarveyIL60426363552070501(C)(3)$60,000Program Support
Sertoma Centre Inc
4343 West 123rd StreetAlsipIL60803362720586501(C)(3)$60,000Program Support
Neopolitan Lighthouse
864 N Christiana AvenueChicagoIL60651363309888501(C)(3)$59,500Program Support
World Relief
3507 W Lawrence Ste 208ChicagoIL60625236393344501(C)(3)$57,500Program Support
WINGS Program Inc
PO Box 95615PalatineIL60095363456061501(C)(3)$57,495Program Support
Enlace Chicago
2756 South HardingChicagoIL60623363727669501(C)(3)$55,800Program Support
Lawndale Christian Health Center
3860 West Ogden AvenueChicagoIL60623363308953501(C)(3)$54,500Program Support
HCS Family Services
19 East Chicago AvenueHinsdaleIL60521362174821501(C)(3)$50,700Program Support
DuPage Senior Citizens Council
1990 Springer DriveLombardIL60148362988023501(C)(3)$50,600Program Support
United Cerebral Palsy Seguin of Greater Chicago
3100 South Central AvenueCiceroIL60804362258535501(C)(3)$50,500Program Support
Asian Human Services
4753 North BroadwayChicagoIL60640363005889501(C)(3)$50,000Program Support
Chicago Child Care Society
5467 S University AveChicagoIL60615362166998501(C)(3)$50,000Program Support
Connectios for Abused Women & their Chldrn
PO Box 477916ChicagoIL60647362950380501(C)(3)$50,000Program Support
Claretian Associates Inc
9108 South Brandon AvenueChicagoIL60617364087259501(C)(3)$50,000Program Support
Greater Auburn Gresham Development Corp
1159 West 79th StreetChicagoIL60620364377387501(C)(3)$50,000Program Support
IL-WI Regional Sertoma Center
10409 S Roberts RdPalos HeightsIL60465362882864501(C)(3)$50,000Program Support
Respond Now
1439 EmeraldChicago HeightsIL60411237091808501(C)(3)$50,000Program Support
South Suburban PADS
414 Lincoln HwyChicago HeightsIL60411363744405501(C)(3)$50,000Program Support
AIDS Foundation of Chicago
200 W Jackson BoulevardChicagoIL60606363412054501(C)(3)$48,900Program Support
Oak Park & River Forest Day Nursery
1139 Randolph StreetOak ParkIL60302362182082501(C)(3)$48,600Program Support
Near North Health Service Corporation
1276 North ClybournChicagoIL60610363197647501(C)(3)$48,300Program Support
Howard Brown Health Center
4025 North Sheridan RoadChicagoIL60613362894128501(C)(3)$48,000Program Support
Pillars
333 N La Grange RoadLa GrangeIL60526364166490501(C)(3)$47,400Program Support
Gary Comer Youth Center
7200 Ingleside AvenueChicagoIL60619455399472501(C)(3)$46,500Program Support
Loaves & Fishes Community Services
1871 High Grove LaneNapervilleIL60540363786777501(C)(3)$45,700Program Support
Parenthesis
405 South Euclid AvenueOak ParkIL60302363083195501(C)(3)$45,600Program Support
West Suburban PADS
PO Box 797Oak ParkIL60303363876660501(C)(3)$45,600Program Support
Gads Hill Center
1919 W Cullerton StreetChicagoIL60608362167082501(C)(3)$45,000Program Support
Ladder Up
233 S Wacker Dr Ste 9100ChicagoIL60606364070692501(C)(3)$45,000Program Support
SGA Youth & Family Services
11 E Adams St Ste 1500ChicagoIL60603362167916501(C)(3)$45,000Program Support
Southland Hispanic Leadership Council
21110 SW AvenueOlympia FieldsIL60461200879667501(C)(3)$45,000Program Support
BEDS Plus Care Inc
PO Box 2035La GrangeIL60525363741040501(C)(3)$44,100Program Support
St Leonard's Ministries
2100 West Warren BlvdChicagoIL60612362378516501(C)(3)$44,000Program Support
Center for Changing Lives
1955 N Saint Louis AveChicagoIL60647363731388501(C)(3)$42,000Program Support
Aging Care Connections
111 West Harris AvenueLa GrangeIL60525362721289501(C)(3)$41,200Program Support
Saint Anthony Hospital
2875 West 19th StreetChicagoIL60623510217097501(C)(3)$41,000Program Support
UIHSS Office of Comm Engagmnt & Pships
818 Wolcott Ave Ste 802ChicagoIL60612376000511501(C)(3)$41,000Program Support
Children's Center of Cicero-Berwyn Inc
1447 South 50th CourtCiceroIL60804363025963501(C)(3)$40,500Program Support
Easter Seals DuPage & the Fox Valley Region
830 S Addison AvenueVilla ParkIL60181362476388501(C)(3)$40,500Program Support
Teen Parent Connection
475 Taft AvenueGlen EllynIL60137363387034501(C)(3)$40,500Program Support
Teen Living Programs
162 West Hubbard StreetChicagoIL60654362867274501(C)(3)$40,250Program Support
Deborah's Place
2822 West Jackson BlvdChicagoIL60612363382973501(C)(3)$40,000Program Support
Esperanza Community Services
520 N Marshfield AvenueChicagoIL60622362678083501(C)(3)$40,000Program Support
PLOWS Council on Aging
7808 College Dr 5EPalos HeightsIL60463362882809501(C)(3)$40,000Program Support
SouthSTAR Services
1005 West End AvenueChicagoIL60411237294685501(C)(3)$40,000Program Support
Austin Childcare Providers' Network
5701 W Division StreetChicagoIL60651364395447501(C)(3)$38,248Program Support
Bethel New Life Inc
4950 West Thomas StreetChicagoIL60651363013241501(C)(3)$38,000Program Support
Ray Graham Association
2801 Finley RoadDowners GroveIL60515362411166501(C)(3)$38,000Program Support
National Able Network Inc
567 W Lake St Ste 1150ChicagoIL60661237339397501(C)(3)$37,500Program Support
New Life Centers of Chicagoland
4101 West 51st StreetChicagoIL60632202380358501(C)(3)$37,200Program Support
Urban Initiatives
650 West Lake Suite 340ChicagoIL60661830367521501(C)(3)$37,200Program Support
Access DuPageDuPage Health Coalition
511 Thornill DriveCarol StreamIL60188363729319501(C)(3)$37,000Program Support
PODER
1637 South Allport StreetChicagoIL60608364251880501(C)(3)$37,000Program Support
Lakeview Pantry
3831 North BroadwayChicagoIL60613362734184501(C)(3)$36,576Program Support
Chicago Alliance Against Sexual Exploitation
307 N Michigan AvenueChicagoIL60601260220074501(C)(3)$35,750Program Support
Life Span
PO Box 1515Des PlainesIL60017362991281501(C)(3)$35,700Program Support
Breaking Free Inc
120 Gale StreetAuroraIL60506362957395501(C)(3)$35,500Program Support
VNA Health Care
400 North Highland AvenueAuroraIL60506362182095501(C)(3)$35,400Program Support
The Children's Clinic
320 Lake StreetOak ParkIL60302369002074501(C)(3)$35,200Program Support
Casa Central
1343 North CA AvenueChicagoIL60622362728618501(C)(3)$35,000Program Support
South Suburban Family Shelter Inc
18137 Harwood AvenueHomewoodIL60430363089796501(C)(3)$35,000Program Support
Chicago House and Social Service Agency
1925 N Clybourn AvenueChicagoIL60614363376432501(C)(3)$34,000Program Support
AIDS Legal Council of Chicago
180 N Michigan AvenueChicagoIL60601363563802501(C)(3)$32,500Program Support
Oak Park River Forest Food Pantry
848 Lake StreetOak ParkIL60301272018997501(C)(3)$31,985Program Support
Thrive Counseling Center
120 South Marion StreetOak ParkIL60302362179793501(C)(3)$30,500Program Support
Community Career Center
1815 West Diehl RoadNapervilleIL60563364093212501(C)(3)$30,400Program Support
Sarah's Inn
5846 West Madison StreetChicagoIL60644363084461501(C)(3)$30,400Program Support
Family Rescue
9204 S Commercial AvenueChicagoIL60617363170408501(C)(3)$30,000Program Support
Lawyers' Committee for Better Housing
33 N LaSalle St Ste 900ChicagoIL60602363134577501(C)(3)$30,000Program Support
National Kidney Foundation of Illinois
215 W Illinois St Ste 1cChicagoIL60654366009226501(C)(3)$30,000Program Support
Young Men's Educational Network (YMEN)
1241 South PulaskiChicagoIL60623364124098501(C)(3)$30,000Program Support
Housing Opportunities for Women
1607 W Howard St 2nd flChicagoIL46383363263818501(C)(3)$29,250Program Support
Southwest Chicago PADS
3121 West 71st StreetChicagoIL60629363925529501(C)(3)$29,250Program Support
Serenity House Counseling Services Inc
891 South Route 53AddisonIL60101363350438501(C)(3)$28,000Program Support
Catholic Charities Diocese of Joliet
203 North Ottawa StreetJolietIL60432362170817501(C)(3)$25,300Program Support
Breakthrough Urban Ministries
402 N St Louis AvenueChicagoIL60624363810926501(C)(3)$25,026Program Support
Arab American Family Services
9044 S Octavia AvenueBridgeviewIL60455600002593501(C)(3)$25,000Program Support
Crisis Center for South Suburbia
PO Box 39Tinley ParkIL60477363039964501(C)(3)$25,000Program Support
The Children's Place Association
1436 W Randolph 5th FlChicagoIL60607363641017501(C)(3)$25,000Program Support
The Resurrection Project
1818 South Paulina StreetChicagoIL60608363576073501(C)(3)$25,000Program Support
Inner-City Muslim Action Network
2744 West 63rd StreetChicagoIL60629364167433501(C)(3)$24,000Program Support
Erie Family Health Center
1701 West Superior StreetChicagoIL60622363088628501(C)(3)$23,603Program Support
Center for Independence thru Conductive Edu
100 W Plainfield RdCountrysideIL60525364259162501(C)(3)$23,500Program Support
La Casa Norte
3533 West North AvenueChicagoIL60647364041525501(C)(3)$23,333Program Support
Arab American Action Network
3148 W 63rd St 2nd FlChicagoIL60629364034958501(C)(3)$23,250Program Support
Shelter Inc
1616 Arlin RdArlington HeightsIL60004237399596501(C)(3)$22,170Program Support
The Community House
415 West Eighth StreetHinsdaleIL60521362167735501(C)(3)$21,000Program Support
Corazon Community Services
5116 West 14th StreetCiceroIL60804320075474501(C)(3)$21,000Program Support
Hephzibah Children's Association
946 North BoulevardOak ParkIL60301362167096501(C)(3)$21,000Program Support
Community Nurse Health Association
23 Calendar AvenueLa GrangeIL60525362170869501(C)(3)$20,200Program Support
Blue Island Citizens for Persons with Disab
2155 BroadwayBlue IslandIL60406362603932501(C)(3)$20,000Program Support
Lester and Rosalie Anixter Center
2032 North ClybournChicagoIL60614362244895501(C)(3)$20,000Program Support
Lutheran Child and Family Services of IL
7620 Madison StreetRiver ForestIL60305362167778501(C)(3)$20,000Program Support
Family Service & Mental Hlth Cntr of Cicero
5341 West Cermak RoadCiceroIL60804362246705501(C)(3)$17,700Program Support
YWCA EvanstonNorth Shore
1215 Church StreetEvanstonIL60201362193618501(C)(3)$16,083Program Support
Helping Hand Center
9649 West 55th StreetCountrysideIL60525362327271501(C)(3)$15,200Program Support
NAMI of DuPage
2100 Manchester RoadWheatonIL60187363412057501(C)(3)$15,200Program Support
New Hope Center Inc
1624 East 154th StreetDoltonIL60419363723686501(C)(3)$15,000Program Support
Hamdard Center for Health and Human Services
228 East Lake StreetAddisonIL60101363917885501(C)(3)$13,000Program Support
Park Lawn School & Activity Center Inc
10833 S LaPorte AvenueOak LawnIL60453362806708501(C)(3)$12,500Program Support
Naperville CARES
618 West Fifth AvenueNapervilleIL60563364320818501(C)(3)$11,000Program Support
Youth Outreach Services
2411 West CongressChicagoIL60612363297629501(C)(3)$11,000Program Support
Solutions for Care
7222 WCermak RdNorth RiversideIL60546237176798501(C)(3)$10,200Program Support
Walk- In Ministry of Hope
100 North Randall RoadElginIL60123363590027501(C)(3)$10,200Program Support
Literacy Volunteers of DuPage
24 W 500 Maple AvenueNapervilleIL60540363749739501(C)(3)$10,000Program Support
Catholic Charities Archdiocese of Chi SW
7000 West 111th Suite 101WorthIL60482362170821501(C)(3)$8,583Program Support
FieldValueIRS element (for citing)
Total501c3 Org175Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2FormAndLineReferenceDesc
ExplanationFOR AGENCIES WHICH UWMC ELECTS TO FUND, UWMC MONITORS THE USE OF GRANTS IN THE UNITED STATES BY REQUIRING AGENCIES TO SUBMIT, NO LESS THAN ANNUALLY, INFORMATION RELATED TO PROGRAMS BEING FUNDED. INFORMATION MAY INCLUDE, BUT IS NOT LIMITED TO, CLIENT DEMOGRAPHICS, PROGRAM ACTIVITIES, PROGRAM MEASUREMENTS AND PROGRAM OUTCOMES. UWMC STAFF ALSO CONVENES AND CONVERSES WITH GRANTEES ON A REGULAR BASIS. FOR ALL FUNDING, INCLUDING DONOR-DESIGNATED GRANTS, UMWC VERIFIES 501(C)(3) CHARITABLE STATUS, COMPLIANCE WITH THE PATRIOT ACT, AND THAT AGENCIES ARE BASED IN THE UNITED STATES.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Discretionary Spending AcctYes (X)DiscretionarySpendingAcctInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Wendy Du Boe
President & CEO$338,129$0$7,500$0$27,735$0$7,950$0$15,310$0$396,624$0$0$0
Joseph Vanyo
COO$187,966$0$2,000$0$18,658$0$6,318$0$10,060$0$225,002$0$0$0
Andrea Bazan
SVP Resource Development$168,580$0$0$0$794$0$2,138$0$7,864$0$179,376$0$0$0
Jose Rico
SVP of Comm Investment$178,214$0$5,000$0$586$0$0$0$29,763$0$213,563$0$0$0
Mariam Crabtree
VP Indiv & Major Gifts$141,319$0$2,000$0$2,244$0$3,371$0$24,860$0$173,794$0$0$0
Risa Davis
VP Corporate Development$138,431$0$0$0$1,253$0$4,401$0$15,058$0$159,143$0$0$0
Ann Manikas
VP for HR and Inclusion$146,732$0$2,000$0$725$0$3,568$0$29,646$0$182,671$0$0$0
Valerie Barker Waller
VP Marketng and Communications$169,784$0$0$0$1,241$0$5,018$0$32,164$0$208,207$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
WRITTEN POLICY REGARDING PAYMENT OR REIMBURSEMENTSCHEDULE J, PART I, LINE 1A IN LIEU OF SUBMITTING FOR BUSINESS-RELATED MILEAGE AND PARKING EXPENSES, A CAR ALLOWANCE ($700 PER MONTH) IS PROVIDED TO PRESIDENT AND CEO AND WAS CONSIDERED WHEN DETERMINING THE COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL. THE ARRANGEMENT WAS REVIEWED AND APPROVED BY THE COMPENSATION & HUMAN RESOURCES BOARD COMMITTEE.
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANSchedule J, Part I, Line 4b Wendy Duboe and Joseph Vanyo participated in the organization's section 457 plan, and each earned $18,000.
BONUS PAYMENTSSchedule J, Part I, Line 7 Bonus payments are discretionary in nature, and are based on individuals' Performance against predetermined goals and/or a recruitment incentive. The president and CEO'S bonus is based on benchmarks from other united Ways and Chicago-area not for profit organizations; it is recommended by The chair of the board of directors and approved by the full board of Directors. Total compensation for senior management, included any bonus Payments, is approved by the compensation and human resource committee of The Board of Directors."

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution16ContributionCnt
Noncash Contributions Rpt F990$494,487NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceMethod of ReportingFormAndLineReferenceDesc
ExplanationUWMC IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
GENERAL INFORMATIONUNITED WAY OF METROPOLITAN CHICAGO, INC. ("UWMC") IS AN ILLINOIS NON-PROFIT PHILANTHROPIC CORPORATION WHOSE MISSION IS TO IMPROVE LIVES IN THE METROPOLITAN CHICAGO AREA BY MOBILIZING CARING PEOPLE TO INVEST IN THE COMMUNITY WHERE THEIR RESOURCES ARE NEEDED MOST. THE VISION OF UWMC IS THAT METROPOLITAN CHICAGO BECOMES A REGION OF STRONG NEIGHBORHOODS WHERE ALL INDIVIDUALS AND FAMILIES ARE ABLE TO ACHIEVE THEIR POTENTIAL. THE CHALLENGES FACING COMMUNITIES IN THE METROPOLITAN AREA ARE COMPLEX AND MULTI-FACETED, REQUIRING INTEGRATED AND HIGHLY COORDINATED STRATEGIES THAT ADDRESS THE ROOT CAUSES OF THESE ISSUES. TO ADDRESS THESE CHALLENGES, UWMC AND ITS MEMBER UNITED WAY ("MUW") ARE FOCUSED ON LEVERAGING EXPERTISE, CONNECTIONS AND RESOURCES TO DRIVE LASTING SOLUTIONS FOR INDIVIDUALS AND COMMUNITIES. A MEMBER UNITED WAY IS CERTIFIED BY UNITED WAY WORLDWIDE AND MAINTAINS ITS OWN 501(C)(3) STATUS AND BOARD OF DIRECTORS. THE MUW CHIEF PROFESSIONAL OFFICER REPORTS TO BOTH THE MUW BOARD PRESIDENT AND TO THE UWMC CHIEF OPERATING OFFICER. A MUW IS REQUIRED TO BE GOVERNED BY A SET OF WRITTEN BYLAWS THAT HAVE BEEN APPROVED BY UWMC AND REVIEWED BY the UWMC BOARD OF DIRECTORS AT LEAST EVERY THREE YEARS. FOR THE REPORTING PERIOD, UWMC HAD ONE MEMBER UNITED WAY ("MUW"): UNITED WAY NORTH-NORTHWEST IT IS IMPORTANT TO NOTE THAT EFFECTIVE AT THE CLOSE OF BUSINESS ON JUNE 30, 2016, UNITED WAY NORTH-NORTHWEST RETIRED ITS 501(C)(3) STATUS AND MERGED WITH UWMC TO BETTER ALIGN WITH A REGION-WIDE IMPACT STRATEGY AND CREATE OPERATIONAL EFFICIENCIES. UWMC AND UNITED WAY NORTH-NORTHWEST ARE IMPLEMENTING A REGION-WIDE PLAN TO ENSURE SIGNIFICANT IMPACT IN THE AREAS OF EDUCATION, FINANCIAL STABILITY, HEALTH AND BASIC NEEDS SUPPORT BY 2020. THE PLAN FOCUSES ON 60 HIGH-NEED COMMUNITIES, AND INCLUDES REGIONAL STRATEGIES AND NEIGHBORHOOD-SPECIFIC PROGRAMMING AND COLLABORATION. THE KEY TO LASTING COMMUNITY CHANGE IS TO ADDRESS THE ROOT CAUSES OF THE COMPLEX ISSUES THAT INDIVIDUALS, FAMILIES AND NEIGHBORHOODS FACE BY FOCUSING ON THREE KEY LEVERS - EDUCATION, FINANCIAL STABILITY AND HEALTH. UWMC AND UNITED WAY NORTH-NORTHWEST ALSO FOCUS ON SAFETY NET ISSUES TO ENSURE THAT BASIC NEED - FOOD, SHELTER AND SAFETY - FOR INDIVIDUALS AND FAMILIES ARE MET. TO ADDRESS THESE CHALLENGES, UWMC AND UNITED WAY NORTH-NORTHWEST ARE FOCUSED ON LEVERAGING EXPERTISE, CONNECTIONS AND RESOURCES TO DRIVE LASTING SOLUTIONS FOR INDIVIDUALS AND COMMUNITIES. THE PLAN INCLUDES FOUR HIGH VALUE OUTCOMES, ALL OF WHICH HAVE BEEN ACHIEVED THIS REPORTING PERIOD (MIDDLE SCHOOL EDUCATION RESULTS ARE CURRENTLY UNAVAILABLE BUT EARLY INDICATORS SHOW THESE GOALS WILL BE EXCEEDED): 1. EDUCATION - 2020 GOAL: HELP 50,000 UNDERPERFORMING MIDDLE SCHOOL STUDENTS ENTER HIGH SCHOOL ON TRACK TO GRADUATE - FY12-FY15 CUMULATIVE RESULT: 34,992; AWAITING CURRENT DATA RELEASE FROM CHICAGO PUBLIC SCHOOLS FOR FY16 CUMULATIVE RESULT CALCULATION 2. FINANCIAL STABILITY - 2020 GOAL: ADVANCE ECONOMIC STABILITY FOR 100,000 HOUSEHOLDS - FY11-16 CUMULATIVE RESULT: 133,689 HOUSEHOLDS IMPROVED ECONOMIC STABILITY - % OF GOAL: 133% 3. HEALTH - 2020 GOAL: CONNECT OVER 200,000 PEOPLE WITH AVAILABLE, PREVENTATIVE HEALTH SERVICES - FY11-FY16 CUMULATIVE RESULT: 577,121 PEOPLE CONNECTED TO A PRIMARY CARE PHYSICIAN - % OF GOAL: 288% 4. BASIC NEEDS - 2020 GOAL: ANNUALLY ANSWER THE CRISIS NEED OF 1 MILLION PEOPLE BY PROVIDING FOOD, SHELTER AND FREEDOM FROM VIOLENCE - FY11-FY16 CUMULATIVE RESULT: MORE THAN 5 MILLION PEOPLE IN CRISIS RECEIVED ASSISTANCE TO FURTHER ADDRESS THE COMPLEX CHALLENGES IN HIGH-NEED COMMUNITIES THROUGHOUT THE REGION, UNITED WAY OF METROPOLITAN CHICAGO DEVELOPED THE UNITED WAY NEIGHBORHOOD NETWORK INITIATIVE. THE INITIATIVE UTILIZES A COLLECTIVE IMPACT MODEL TO WORK WITH COMMUNITY COALITIONS TO GUIDE STRATEGIES WITH PARTNERS, COORDINATE RESOURCES AND PROGRAMMING, AND COLLABORATE ON MEASUREMENT - ALL AIMING TOWARDS A COMMON COMMUNITY GOAL. AS OF THIS REPORTING PERIOD, UNITED WAY OF METROPOLITAN CHICAGO IS WORKING IN TEN UNDER-RESOURCED COMMUNITIES IN THE CITY AND SUBURBS: AUBURN GRESHAM, AUSTIN, BRIGHTON PARK, BRONZEVILLE, CICERO, EVANSTON, LITTLE VILLAGE, ROBBINS BLUE ISLAND, SOUTH CHICAGO AND WEST CHICAGO. EACH COMMUNITY IS IN A DIFFERENT STAGE OF IMPLEMENTATION BASED ON PLANNING AND ROLLOUT. UNITED WAY STAFF WORK WITH AND IN EACH NEIGHBORHOOD, IDENTIFYING A BOLD COMMUNITY GOAL TO TACKLE, ALIGNING RESOURCES AND STRATEGIES IN THE NEIGHBORHOOD TOWARD THAT GOAL AND BRINGING ADDITIONAL PARTNERS AND RESOURCES TO THE TABLE AS WELL AS ACCOUNTABILITY TO ACHIEVING RESULTS. UNITED WAY IS MEASURING EDUCATION, FINANCIAL STABILITY, HEALTH AND SAFETY METRICS IN ALL NEIGHBORHOOD NETWORK COMMUNITIES THROUGH A COMMON FRAMEWORK TO AGGREGATE RESULTS TOWARD GOALS AS WELL AS GENERAL COMMUNITY WELLNESS INDICATORS. THE FIRST NEIGHBORHOOD NETWORK WAS LAUNCHED IN MARCH 2013 IN BRIGHTON PARK ON CHICAGO'S SOUTHWEST SIDE AND HAS DELIVERED SIGNIFICANT RESULTS ACROSS ALL DIMENSIONS INCLUDING IN THE BOLD GOAL OF IMPROVING THE PERCENTAGE OF YOUNG PEOPLE WHO GRADUATE FROM HIGH SCHOOL: - FRESHMEN ON TRACK AT THE NEIGHBORHOOD HIGH SCHOOL HAS GROWN BY 14% FROM 2012-2016; - EDUCATION GRADUATION RATE AT THE LOCAL HIGH SCHOOL HAS INCREASED BY 12.9% FROM 64.9% IN 2012 TO 77.8% IN 2016 RELATED: + 64 PARENT MENTORS ARE ENGAGED IN MIDDLE SCHOOLS THAT FEED THE LOCAL HIGH SCHOOL + 53% OF PARENTS OF MENTORED STUDENTS INCREASED THEIR ATTENDANCE AT SCHOOL ACTIVITES (I.E. ATTENDING A PARENT/TEACHER CONFERENCE, PARENT MEETINGS, PARENT WORKSHOPS OR PARENT PROGRAMMING, SUCH AS GED OR ESL CLASSES) + 60% OF STUDENTS IN A CLASSROOM WITH A PARENT MENTOR DEMONSTRATED IMPROVED ACADEMIC ACHIEVEMENT + $1,326,989 IN TAX REFUNDS WERE GENERATED FOR LOW-INCOME FAMILIES + 100% OF PARTICIPANTS ENGAGED IN AT LEAST 30 MINUTES OF EXERCISE 2 TIMES A WEEK + 45% OF STUDENTS CONSUMED 2 OR LESS HOURS OF SCREEN TIME A DAY + 94% OF PARTICIPANTS (ELIGIBLE, BUT CURRENTLY NOT CONNECTED) OBTAINED MEDICAL BENEFITS THE SECOND NEIGHBORHOOD NETWORK WAS LAUNCHED IN AUGUST 2014 IN THE SUBURB OF WEST CHICAGO. THE FOLLOWING RESULTS HAVE BEEN ACHIEVED TO DATE: TWO PARENT LIAISONS WERE HIRED TO CONNECT WEST CHICAGO STUDENTS AND FAMILIES TO NEEDED RESOURCES. THIS REPORTING PERIOD, APPROXIMATELY 650 REFERRALS WERE MADE ON BEHALF OF PARENTS AND STUDENTS AT LOCATIONS INCLUDING AFTER-SCHOOL PROGRAMMING, THE COMMUNITY MIDDLE SCHOOL FOOD PANTRY AND FAMILY NIGHTS. ALSO DURING THE PAST YEAR, TWO BILINGUAL MENTAL HEALTH CLINICIANS SERVED 66 CLIENTS THROUGHOUT THE WEST CHICAGO NEIGHBORHOOD NETWORK. IN ADDITION TO SERVING CLIENTS, THE MENTAL HEALTH CLINICIANS HAVE ASSISTED IN CONNECTING FAMILIES TO COMMUNITY RESOURCES IN WEST CHICAGO. THE MIDDLE SCHOOL PANTRY CONTINUES TO SERVE NEW FAMILIES EACH MONTH WITH APPROXIMATELY 60-70 FAMILIES VISITING EACH WEEK. NEARLY 95,000 POUNDS OF FOOD WERE DISTRIBUTED BETWEEN OCTOBER AND MARCH ALONE. VOLUNTEER TAX ASSISTANCE PROVIDED IN THE COMMUNITY GENERATED $809,487 IN STATE AND FEDERAL REFUNDS FOR LOW-INCOME FAMILIES. THE CRITICAL WORK OF UWMC AND UNITED WAY NORTH-NORTHWEST REQUIRES SIGNIFICANT RESOURCES. SUPPORT IS RAISED THROUGH A DIVERSIFIED REVENUE MODEL. UWMC AND UNITED WAY NORTH-NORTHWEST CONDUCT WORKPLACE GIVING CAMPAIGNS, RECEIVE INDIVIDUAL AND MAJOR GIFTS, ARE AWARDED GRANTS FROM PRIVATE FOUNDATIONS AND THE STATE AND FEDERAL GOVERNMENT. STRATEGIC EFFORTS ARE IN PLACE TO FURTHER GROW SIGNIFICANT REVENUE FROM GRANTS AND INDIVIDUAL GIVING.
NUMBER OF VOLUNTEERSFORM 990, PART I, LINE 6 BOARD/POLICY MAKING VOLUNTEERS - 123 ACTIVE CAMPAIGN LEADERS - 965 COMMUNITY IMPACT VOLUNTEERS 5,093 OTHER VOLUNTEERS - 180 TOTAL VOLUNTEERS 6,361
EXECUTIVE COMMITTEEFORM 990, PART VI, LINE 1 THE EXECUTIVE COMMITTEE CONSISTS OF NOT LESS THAN FIVE MEMBERS OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE MEETS BETWEEN BOARD MEETINGS WHERE THE COMMITTEE EXERCISES THE POWERS OF THE BOARD OF DIRECTORS. ALL SUCH ACTIONS BY THE EXECUTIVE COMMITTEE ARE REPORTED TO THE BOARD OF DIRECTORS AT THE NEXT MEETING OF THE BOARD.
CHANGES TO GOVERNING DOCUMENTSFORM 990, PART VI, LINE 4 CHANGES TO THE UWMC BY-LAWS WERE MADE TO RETIRE THE UNITED WAY NORTH-NORTHWEST 501(C)(3) INTO UNITED WAY OF METROPOLITAN CHICAGO EFFECTIVE CLOSE OF BUSINESS JUNE 30, 2016. MEMBERS FORM 990, PART Vi, line 6 MEMBER UNITED WAY (MUW) OF UWMC SHALL CONSIST OF UNITED WAY WHICH THROUGH CERTIFICATION BY UNITED WAY WORLDWIDE FORMALLY PARTICIPATES IN THE UNITED WAY SYSTEM FOR METROPOLITAN CHICAGO. EFFECTIVE AT THE CLOSE OF BUSINESS ON JUNE 30, 2016, THE MUW, UNITED NORTH-NORTHWEST, RETIRED ITS 501(C)(3) STATUS AND MERGED WITH UWMC.
FORM 990 REVIEW PROCESSFORM 990, PART VI, LINE 11B A REVIEW OF THE FORM 990 WAS CONDUCTED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO THE FILING. FOLLOWING THE REVIEW AND APPROVAL OF THE AUDIT COMMITTEE, THE FORM 990 WAS PROVIDED BY EMAIL TO EACH OF THE OTHER VOTING MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO THE FILING.
WRITTEN CONFLICT OF INTEREST POLICYFORM 990, PART VI, LINE 12C THE ORGANIZATION HAS A FORMALIZED BUSINESS ETHICS POLICY, APPLICABLE TO ALL EMPLOYEES, DIRECTORS OF UWMC AND MUWS, VOLUNTEER COMMITTEE MEMBERS, THEIR SPOUSES AND CLOSE FAMILY MEMBERS. THE AFOREMENTIONED INDIVIDUALS ARE REQUIRED TO COMPLETE AN ANNUAL COMPLIANCE QUESTIONNAIRE DISCLOSING CLOSE RELATIONSHIPS BETWEEN THE INDIVIDUAL AND THIRD PARTIES WHO MAY HAVE A RELATIONSHIP TO THE ORGANIZATION. THE RESULTS OF THE QUESTIONNAIRE ARE REPORTED TO THE AUDIT COMMITTEE ANNUALLY. The policy covers compliance with laws, policies, rules and regulations; conflicts of interest; bribes and kickbacks; misappropriation or disregard of donor, employee, or volunteer data; accounting practices; providing or receiving gifts, entertainment or prizes and political activity in connection with uwmc other than public policy advocacy. The policy prohibits participation in outside business ventures for financial gain which conflicts with the organization's activities. The organization also has a whistleblower policy covering all employees, directors of uwmc and the muw, volunteer committee members, donors and funded agencies. Individuals may make anonymous reports to a third-party provider, which will be investigated by the staff ethics officer, president & ceo, and/or chief operating officer as appropriate. Retaliation of any kind is expressly prohibited by the organization.
PROCESS FOR DETERMINING COMPENSATIONFORM 990, PART VI, LINES 15A AND 15B THE COMPENSATION AND HUMAN RESOURCES COMMITTEE OF THE BOARD OF DIRECTORS ("CHRC") REVIEWS THE PERFORMANCE AND COMPENSATION OF THE PRESIDENT AND CEO, AND OTHER SENIOR MANAGEMENT. THE CHRC CONSIDERS INFORMATION FROM (1) UNITED WAY WORLDWIDE SALARY DATA FOR EQUIVALENT POSITIONS AT OTHER SIMILAR UNITED WAY ORGANIZATIONS IN TERMS OF MARKET SIZE AND REVENUE SIZE AND (2) CHICAGO MARKET DATA FOR OTHER COMPARABLE HUMAN SERVICE ORGANIZATIONS. DELIBERATIONS AND DECISIONS OF THE CHRC ARE CONTEMPORANEOUSLY DOCUMENTED IN MEETING MINUTES. PERFORMANCE EVALUATIONS ARE COMPLETED FOR ALL EMPLOYEES, INCLUDING THE PRESIDENT & CEO AS WELL AS SENIOR MANAGEMENT AT THE CONCLUSION OF EACH FISCAL YEAR. THE CHAIRPERSON OF THE BOARD OF DIRECTORS SEMIANNUALLY SOLICITS INPUT FROM BOARD MEMBERS ON THE PRESIDENT & CEO'S PERFORMANCE. THE PERFORMANCE REVIEW IS PROVIDED TO THE CHRC FOR ITS APPROVAL AND FOR REPORTING TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. ONCE REVIEWED BY THE EXECUTIVE COMMITTEE, ANY ACTION OF THE EXECUTIVE COMMITTEE IS REPORTED TO THE BOARD OF DIRECTORS AT ITS NEXT MEETING. THIS REVIEW OF THE PRESIDENT & CEO'S PERFORMANCE AND SALARY WAS MOST RECENTLY PERFORMED FOR THE FISCAL YEAR ENDED JUNE 30, 2016.
HOW FORMS ARE MADE AVAILABLE TO THE PUBLICFORM 990, PART VI, LINE 18 UWMC'S FORM 1023, APPLICATION FOR RECOGNITION OF EXEMPTION, IS AVAILABLE ON UWMC'S WEBSITE AT WWW.UW-MC.ORG. UWMC MAKES ITS FORM 990 AVAILABLE UPON REQUEST.
HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLICFORM 990, PART VI, LINE 19 UWMC MAKES ITS GOVERNING DOCUMENTS, THE BYLAWS AND ARTICLES OF INCORPORATION, THE MOST RECENT AUDITED FINANCIAL STATEMENTS AND A LINK TO ETHICSPOINT AVAILABLE ON THE UWMC WEBSITE (WWW.UW-MC.ORG).
FUNCTIONAL EXPENSESFORM 990, PART IX UWMC CALCULATES ITS 2015 TAX YEAR (FISCAL YEAR ENDED JUNE 30, 2016) OVERHEAD RATE USING THE SUM OF MANAGEMENT AND GENERAL TOTAL EXPENSES AND FUNDRAISING TOTAL EXPENSES REPORTED IN PART IX (STATEMENT OF FUNCTIONAL EXPENSES) DIVIDED BY THE TOTAL REVENUE REPORTED IN PART VIII, LINE 12, OF COLUMN A. THIS UWMC (EXCLUDING THE MUW) OVERHEAD RATE FOR 2015 IS 17.6%. TOTAL EXPENSES INCURRED BY UWMC AND THE MUW REFLECT THE PRIMARY ROLE OF STAFF KNOWLEDGE IN FUNDRAISING, COMMUNITY ENGAGEMENT, VOLUNTEERISM, ADVOCACY, AND COALITION BUILDING NECESSARY FOR AN ORGANIZATION THAT LEVERAGES EXPERTISE, CONNECTIONS, AND RESOURCES TOWARD SOLVING COMMUNITY PROBLEMS AND IMPROVING LIVES ON A LARGE SCALE.
OTHER CHANGES IN NET ASSETSFORM 990, PART XI, LINE 9 LOSS ON PRIOR YEAR PLEDGE WRITE-OFF (116,339) PENSION RELATED (2,360,130) DESIGNATION FEES (163,296) ------------- TOTAL ($2,639,765) =============

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