2016-12-14T13:32:29-06:00 2016-06-30 GRANT THORNTON LLP 171 N CLARK ST SUITE 200 CHICAGO IL 60601 990 2015-07-01 300200478 United Way of Metropolitan Chicago INC % JEFFREY BROWN UNIT 3129062350 333 South Wabash Avenue 30th Floor Chicago IL 60604 JOSEPH VANYO COO 3129062350 2016-12-14 true Bridget T Roche P00666837 3128560200 2015 2017-02-10 21:41:12Z Wendy Duboe 333 South Wabash Avenue 30th Floor Chicago IL 60604 52328436 false X www.uw-mc.org X 2004 IL United Way of Metropolitan Chicago Improves lives by mobilizing caring people to invest in the community where their resources are needed most. 29 28 127 6361 0 0 48927456 50421737 768917 536383 145711 168000 74917 531886 49917001 51658006 35385650 38330901 0 0 8575368 9865333 87246 10500 4998998 3939522 4548827 47987786 52755561 1929215 -1097555 35297450 32037221 13236200 13927655 22061250 18109566 X UNITED WAY OF METROPOLITAN CHICAGO IMPROVES LIVES BY MOBILIZING CARING PEOPLE TO INVEST IN THE COMMUNITY WHERE THEIR RESOURCES ARE NEEDED MOST. false false 17580752 17580752 536383 Other program service achievements include designations by donors to subordinate organizations (member united ways; $905,627) and other 501(c)(3) organizations ($16,675,125). 13011416 10345287 HEALTH & 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) 7069515 5620923 EDUCATION 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. 6016829 4783939 See Part III, Line 4D Description in SCH O 6016829 4783939 43678512 true true false true false false false false false true true false false false true true false true false false false false false true true false false true false true false false false false false false false false true false false false false false false false false true 18 0 true 127 true false false false false false true true false false false false X 29 28 false false true false true false false true true false true true true true true true true true true true false IL X X JEFFREY BROWN 3129062350 333 S WABASH AVE 30TH FLOOR Chicago IL 60604 Ellen Costello Chairperson 5.0 0.0 X X 0 0 0 Deborah L Dehaas Vice Chairperson 2.0 0.0 X X 0 0 0 Frederick H Waddell Vice Chairperson 2.0 0.0 X X 0 0 0 Jay L Henderson Vice Chairperson 2.0 0.0 X X 0 0 0 Martha Hinchman Treasurer 2.0 0.0 X X 0 0 0 L Marie Asad Board Member 1.0 0.0 X 0 0 0 Thomas F Bennington Jr Board Member 1.0 0.0 X 0 0 0 Carrie M Buddingh Board Member 1.0 0.0 X 0 0 0 Patrick J Canning Board Member 4.0 0.0 X 0 0 0 David R Casper Board Member 1.0 0.0 X 0 0 0 Tyrone C Fahner Board Member 1.0 0.0 X 0 0 0 W James Farrell Board Member 1.0 0.0 X 0 0 0 Cheryl A Francis Board Member 1.0 0.0 X 0 0 0 Rick Fezell Thru 1215 Board Member 1.0 0.0 X 0 0 0 Cary Grace Board Member 1.0 0.0 X 0 0 0 Dean Harrison Board Member 1.0 0.0 X 0 0 0 William A Von Hoene Jr Board Member 1.0 0.0 X 0 0 0 Rev Larry L Jackson Board Member 1.0 0.0 X 0 0 0 Lisa N Johnson Board Member 1.0 0.0 X 0 0 0 Timothy P Maloney Thru 316 Board Member 1.0 0.0 X 0 0 0 Andrew J McKenna Sr Board Member 1.0 0.0 X 0 0 0 Lester H McKeever Jr Board Member 1.0 0.0 X 0 0 0 Linda D Nelson Board Member 1.0 0.0 X 0 0 0 Kristie Paskvan Board Member 1.0 0.0 X 0 0 0 Deborah K Price Board Member 1.0 0.0 X 0 0 0 Jorge Ramirez Board Member 1.0 0.0 X 0 0 0 E Scott Santi Board Member 1.0 0.0 X 0 0 0 Paul La Schiazza Board Member 1.0 0.0 X 0 0 0 Robert A Sullivan Board Member 1.0 0.0 X 0 0 0 Scott Swanson Board Member 1.0 0.0 X 0 0 0 Wendy Du Boe President & CEO 37.5 0.0 X 373364 0 23260 Jennifer Fronek VP of Finance 37.5 0.0 X 103949 0 11620 Serita Guyton EA/Secretary 37.5 0.0 X 94066 0 21985 Joseph Vanyo COO 37.5 0.0 X 208624 0 16378 Andrea Bazan SVP Resource Development 37.5 0.0 X 169374 0 10002 Jose Rico SVP of Comm Investment 37.5 0.0 X 183800 0 29763 Jeffrey Brown Controller 37.5 0.0 X 96907 0 15110 Jeanette Castellanos-Butt VP Community Investment 37.5 0.0 X 111686 0 4718 Mariam Crabtree VP Indiv & Major Gifts 37.5 0.0 X 145563 0 28231 Risa Davis VP Corporate Development 37.5 0.0 X 139684 0 19459 Ann Manikas VP for HR and Inclusion 37.5 0.0 X 149457 0 33214 Valerie Barker Waller VP Marketng and Communications 37.5 0.0 X 171025 0 37182 1947499 0 250922 11 false true false Novitex Enterprise Solutions PO Box 845801 DALLAS TX 75284 Administrative 175701 UPIC Solutions 2400 Reading Road CINCINNATI OH 45202 Technology 172906 Grant Thornton 171 N Clark Street Suite 200 CHICAGO IL 60694 Audit & Consulting 155096 3 340476 2126816 47954445 494487 50421737 MANAGEMENT FEES FROM OTHER UW ORGS 561000 373087 373087 DESIGNATION FEES 561000 163296 163296 536383 102221 102221 0 0 0 0 0 540472 474693 65779 65779 65779 727623 195737 531886 531886 0 0 0 51658006 536383 699886 38330901 38330901 0 0 0 1393044 514033 359405 519606 0 6784888 2490636 1818538 2475714 415897 152625 111841 151431 840061 301633 231087 307341 431443 155374 121739 154330 281898 162469 101231 18198 29527 9028 11282 9217 266011 23191 231925 10895 12039 12039 10500 10500 239640 82631 69604 87405 336002 107011 94795 134196 591673 387493 10890 193290 195026 46473 85425 63128 475155 99132 289448 86575 0 819665 302090 220830 296745 204151 96647 29602 77902 0 61433 23591 6330 31512 60230 35103 4504 20623 504875 174044 146821 184010 379129 130696 110253 138180 92373 41672 22501 28200 52755561 43678512 4078051 4998998 654 654 13605851 11136398 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2603079 75000 228098 2906177 2353326 195156 54597 2603079 0.00700 0.68300 0.31000 false false 0 2286127 538298 1747829 0 3245705 2883718 361987 2109816 0 DEFERRED RENT, NET OF CURRENT PORTION 2026085 OBLIGATION FOR RETIREMENT BENEFITS 1431862 ASSET RETIREMENT OBLIGATION 217387 3675334 X 35971438 -214364 3510568 -116339 3179865 32791573 18866433 18866433 51658006 38312290 3510568 -17953839 -14443271 52755561 52755561 INTENDED USES OF ENDOWMENT FUNDS SCHEDULE 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 - OTHER SCHEDULE D, PART XI, LINE 2D Loss on Prior Year Pledge Write-offs ($116,339) SUPPLEMENTAL DESCRIPTION - OTHER SCHEDULE 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 - OTHER Schedule 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) ============== true Campbell Company Campaign consulting false 10500 PATRICIA HURLEY ASSOCIATES LUNCHEON false 612069 50000 562069 612069 60500 562069 IL CELEBRATION 612069 612069 41500 117282 Golf Outing 24607 24607 3 90947 90947 25079 1200 10676 727623 727623 66579 1200 127958 195737 531886 true McCormick Foundation 205 N Michigan Ste 4300 Chicago IL 60601 363689171 501(C)(3) 2006668 Program Support Metropolitan Family Services 222 East Willow Avenue Wheaton IL 60187 362167061 501(C)(3) 1853161 Program Support Catholic Char of the Archdiocese of Chicago 721 North LaSalle Street Chicago IL 60654 530196617 501(C)(3) 1714967 Program Support American Red Cross of Greater Chicago 2200 W Harrison Street Chicago IL 60612 530196605 501(C)(3) 1111358 Program Support Jewish Federation of Metropolitan Chicago One South Franklin Street Chicago IL 60606 362167761 501(C)(3) 995893 Program Support The Salvation Army 502 North Prospect Champaign IL 61820 362167910 501(C)(3) 616370 Program Support YMCA of Metropolitan Chicago 801 North Dearborn Street Chicago IL 60610 362179782 501(C)(3) 551832 Program Support Brighton Park Neighborhood Council 4477 South Archer Avenue Chicago IL 60632 364229387 501(C)(3) 377100 Program Support YWCA Metropolitan Chicago 1 N LaSalle St Ste 1150 Chicago IL 60602 362179765 501(C)(3) 251215 Program Support Lawrence Hall Youth Services 4833 N Francisco Avenue Chicago IL 60625 362167771 501(C)(3) 207612 Program Support LAF 111 W Jackson Blvd Chicago IL 60604 362754650 501(C)(3) 184000 Program Support Youth Crossroads Inc 3401 S Gunderson Avenue Berwyn IL 60402 237417420 501(C)(3) 181883 Program Support Thresholds 4101 North Ravenswood Chicago IL 60613 363071248 501(C)(3) 179717 Program Support Outreach Community Ministries 122 West Liberty Wheaton IL 60187 237265066 501(C)(3) 176600 Program Support Family Focus Inc 310 S Peoria St Ste 301 Chicago IL 60607 362884042 501(C)(3) 155000 Program Support Carole Robertson Center for Learning 2020 West Roosevelt Road Chicago IL 60608 362882124 501(C)(3) 150000 Program Support Inspiration Corporation 4554 N Broadway Street Chicago IL 60640 363673980 501(C)(3) 142750 Program Support ChildServ 8765 W Higgins Rd Ste 450 Chicago IL 60631 362171716 501(C)(3) 142000 Program Support People's Resource Center 201 South Naperville Road Wheaton IL 60187 363157600 501(C)(3) 137400 Program Support Safer Foundation 571 West Jackson Blvd Chicago IL 60661 362762168 501(C)(3) 136018 Program Support Association House of Chicago 1116 North Kedzie Avenue Chicago IL 60651 362166961 501(C)(3) 135200 Program Support The Chicago Lighthouse 1850 West Roosevelt Road Chicago IL 60608 362169139 501(C)(3) 133000 Program Support Access Community Health Network 600 W Fulton St 2nd fl Chicago IL 60661 363317058 501(C)(3) 124424 Program Support Heartland Alliance for Human Needs & Rights 208 S Lasalle St Ste 1300 Chicago IL 60604 361877640 501(C)(3) 120586 Program Support The Cara Program 237 South Desplaines Chicago IL 60661 364268095 501(C)(3) 120000 Program Support Jane Addams Resource Corporation 4432 N Ravenswood Avenue Chicago IL 60640 363682559 501(C)(3) 117500 Program Support Bright Star Community Outreach 4518 South Cottage Grove Chicago IL 60653 262007088 501(C)(3) 113700 Program Support Southland Health Care Forum 30 E 15th Street Chicago Heights IL 60411 571192504 501(C)(3) 107666 Program Support Children's Home Aid 125 S Wacker Dr 14th fl Chicago IL 60606 362167743 501(C)(3) 105585 Program Support El Valor 1850 West 21st Street Chicago IL 60608 237294683 501(C)(3) 104000 Program Support Access Living of Metropolitan Chicago 115 West Chicago Avenue Chicago IL 60610 363310774 501(C)(3) 100750 Program Support Cabrini Green Legal Aid 740 N Milwaukee Avenue Chicago IL 60642 362775706 501(C)(3) 100000 Program Support Erie Neighborhood House 1701 West Superior Street Chicago IL 60622 363043253 501(C)(3) 94000 Program Support Prairie State Legal Services 5320 West Elm Street McHenry IL 60050 371030764 501(C)(3) 91200 Program Support Mujeres Latinas en Accion 2124 West 21st Place Chicago IL 60608 362877520 501(C)(3) 90100 Program Support Chicago Urban League 4510 S Michigan Avenue Chicago IL 60653 362225483 501(C)(3) 90000 Program Support Heartland Human Care Services Inc 208 S Lasalle St Ste 1300 Chicago IL 60604 364053244 501(C)(3) 90000 Program Support Chicago Youth Centers 3947 S Michigan Avenue Chicago IL 60653 362344429 501(C)(3) 88992 Program Support Chinese Mutual Aid Association 1016 West Argyle Street Chicago IL 60640 363139799 501(C)(3) 87000 Program Support Family Shelter Service Inc 605 East Roosevelt Road Wheaton IL 60187 362883552 501(C)(3) 86700 Program Support 360 Youth Services 1305 West Oswego Road Naperville IL 60540 362936229 501(C)(3) 86100 Program Support Instituto del Progreso Latino 2570 S Blue Island Ave Chicago IL 60608 362937375 501(C)(3) 86000 Program Support Center for Economic Progress 29 E Madison St Ste 900 Chicago IL 60602 363693728 501(C)(3) 85500 Program Support Namaste Charter School 3737 South Paulina Street Chicago IL 60609 200285795 501(C)(3) 85000 Program Support Bridge Communities Inc 505 Crescent Boulevard Glen Ellyn IL 60137 363705951 501(C)(3) 81000 Program Support Bremen Youth Services 15350 S Oak Park Ave Oak Forest IL 60452 363502582 501(C)(3) 80000 Program Support Chicago Commons Association 515 East 50th Street Chicago IL 60615 362169136 501(C)(3) 75000 Program Support Ford Hghts Comm Service Organization Inc 943 East 14th Street Ford Heights IL 60411 362658308 501(C)(3) 75000 Program Support Illinois Action for Children 4753 N Broadway Ste 1200 Chicago IL 60640 362712912 501(C)(3) 75000 Program Support S Suburban Council on Alcoholism & Subst 1909 Cheker Sq East Hazel Crest IL 60429 362654921 501(C)(3) 75000 Program Support Together We Cope 17010 S Oak Park Ave Tinley Park IL 60477 363666952 501(C)(3) 75000 Program Support Apna Ghar Inc (Our Home) 4350 N Broadway 2nd fl Chicago IL 60613 363698770 501(C)(3) 72000 Program Support Aunt Martha's Youth Service & Health Center 19990 Gov Highwy Olympia Fields IL 60461 237188150 501(C)(3) 70000 Program Support Esperanza Health Centers 2001 South California Chicago IL 60608 320115907 501(C)(3) 70000 Program Support Woodlawn Children's Promise Community 6020 South Langley Avenue Chicago IL 60637 270306253 501(C)(3) 70000 Program Support BUILD Inc 5100 West Harrison Street Chicago IL 60644 237022085 501(C)(3) 69475 Program Support Christopher House 1611 W Division Street Park City IL 60085 237316001 501(C)(3) 67168 Program Support Central States SER - Jobs for Progress Inc 3948 West 26th Street Chicago IL 60623 361211270 501(C)(3) 65000 Program Support North Lawndale Employment Network 3726 West Flournoy Street Chicago IL 60624 364295189 501(C)(3) 65000 Program Support Southwest Community Services Inc 1902 Fox Drive Ste B Champaign IL 61820 237136028 501(C)(3) 65000 Program Support Austin Coming Together 5049 West Harrison Street Chicago IL 60644 450920919 501(C)(3) 62501 Program Support Evanston Township High School Foundation 1600 Dodge Avenue Evanston IL 60201 300395044 501(C)(3) 62500 Program Support Latinos Progresando 3047 West Cermak Chicago IL 60623 364355072 501(C)(3) 62500 Program Support Primo Center for Women and Children 4241 West Washington Blvd Chicago IL 60624 362966006 501(C)(3) 62050 Program Support DuPage PADS 601 West Liberty Wheaton IL 60187 363675494 501(C)(3) 61710 Program Support Chinese American Service League 2141 South Tan Court Chicago IL 60616 362984043 501(C)(3) 61250 Program Support Catholic Charities 721 North LaSalle Street Chicago IL 60654 362170821 501(C)(3) 60081 Program Support Changing Worlds 329 W 18th St Ste 506 Chicago IL 60616 364340874 501(C)(3) 60000 Program Support Heartland International Health Center 3048 N Wilton Ave 2nd fl Chicago IL 60657 363843377 501(C)(3) 60000 Program Support Restoration Ministries Inc 253 East 159th Street Harvey IL 60426 363552070 501(C)(3) 60000 Program Support Sertoma Centre Inc 4343 West 123rd Street Alsip IL 60803 362720586 501(C)(3) 60000 Program Support Neopolitan Lighthouse 864 N Christiana Avenue Chicago IL 60651 363309888 501(C)(3) 59500 Program Support World Relief 3507 W Lawrence Ste 208 Chicago IL 60625 236393344 501(C)(3) 57500 Program Support WINGS Program Inc PO Box 95615 Palatine IL 60095 363456061 501(C)(3) 57495 Program Support Enlace Chicago 2756 South Harding Chicago IL 60623 363727669 501(C)(3) 55800 Program Support Lawndale Christian Health Center 3860 West Ogden Avenue Chicago IL 60623 363308953 501(C)(3) 54500 Program Support HCS Family Services 19 East Chicago Avenue Hinsdale IL 60521 362174821 501(C)(3) 50700 Program Support DuPage Senior Citizens Council 1990 Springer Drive Lombard IL 60148 362988023 501(C)(3) 50600 Program Support United Cerebral Palsy Seguin of Greater Chicago 3100 South Central Avenue Cicero IL 60804 362258535 501(C)(3) 50500 Program Support Asian Human Services 4753 North Broadway Chicago IL 60640 363005889 501(C)(3) 50000 Program Support Chicago Child Care Society 5467 S University Ave Chicago IL 60615 362166998 501(C)(3) 50000 Program Support Connectios for Abused Women & their Chldrn PO Box 477916 Chicago IL 60647 362950380 501(C)(3) 50000 Program Support Claretian Associates Inc 9108 South Brandon Avenue Chicago IL 60617 364087259 501(C)(3) 50000 Program Support Greater Auburn Gresham Development Corp 1159 West 79th Street Chicago IL 60620 364377387 501(C)(3) 50000 Program Support IL-WI Regional Sertoma Center 10409 S Roberts Rd Palos Heights IL 60465 362882864 501(C)(3) 50000 Program Support Respond Now 1439 Emerald Chicago Heights IL 60411 237091808 501(C)(3) 50000 Program Support South Suburban PADS 414 Lincoln Hwy Chicago Heights IL 60411 363744405 501(C)(3) 50000 Program Support AIDS Foundation of Chicago 200 W Jackson Boulevard Chicago IL 60606 363412054 501(C)(3) 48900 Program Support Oak Park & River Forest Day Nursery 1139 Randolph Street Oak Park IL 60302 362182082 501(C)(3) 48600 Program Support Near North Health Service Corporation 1276 North Clybourn Chicago IL 60610 363197647 501(C)(3) 48300 Program Support Howard Brown Health Center 4025 North Sheridan Road Chicago IL 60613 362894128 501(C)(3) 48000 Program Support Pillars 333 N La Grange Road La Grange IL 60526 364166490 501(C)(3) 47400 Program Support Gary Comer Youth Center 7200 Ingleside Avenue Chicago IL 60619 455399472 501(C)(3) 46500 Program Support Loaves & Fishes Community Services 1871 High Grove Lane Naperville IL 60540 363786777 501(C)(3) 45700 Program Support Parenthesis 405 South Euclid Avenue Oak Park IL 60302 363083195 501(C)(3) 45600 Program Support West Suburban PADS PO Box 797 Oak Park IL 60303 363876660 501(C)(3) 45600 Program Support Gads Hill Center 1919 W Cullerton Street Chicago IL 60608 362167082 501(C)(3) 45000 Program Support Ladder Up 233 S Wacker Dr Ste 9100 Chicago IL 60606 364070692 501(C)(3) 45000 Program Support SGA Youth & Family Services 11 E Adams St Ste 1500 Chicago IL 60603 362167916 501(C)(3) 45000 Program Support Southland Hispanic Leadership Council 21110 SW Avenue Olympia Fields IL 60461 200879667 501(C)(3) 45000 Program Support BEDS Plus Care Inc PO Box 2035 La Grange IL 60525 363741040 501(C)(3) 44100 Program Support St Leonard's Ministries 2100 West Warren Blvd Chicago IL 60612 362378516 501(C)(3) 44000 Program Support Center for Changing Lives 1955 N Saint Louis Ave Chicago IL 60647 363731388 501(C)(3) 42000 Program Support Aging Care Connections 111 West Harris Avenue La Grange IL 60525 362721289 501(C)(3) 41200 Program Support Saint Anthony Hospital 2875 West 19th Street Chicago IL 60623 510217097 501(C)(3) 41000 Program Support UIHSS Office of Comm Engagmnt & Pships 818 Wolcott Ave Ste 802 Chicago IL 60612 376000511 501(C)(3) 41000 Program Support Children's Center of Cicero-Berwyn Inc 1447 South 50th Court Cicero IL 60804 363025963 501(C)(3) 40500 Program Support Easter Seals DuPage & the Fox Valley Region 830 S Addison Avenue Villa Park IL 60181 362476388 501(C)(3) 40500 Program Support Teen Parent Connection 475 Taft Avenue Glen Ellyn IL 60137 363387034 501(C)(3) 40500 Program Support Teen Living Programs 162 West Hubbard Street Chicago IL 60654 362867274 501(C)(3) 40250 Program Support Deborah's Place 2822 West Jackson Blvd Chicago IL 60612 363382973 501(C)(3) 40000 Program Support Esperanza Community Services 520 N Marshfield Avenue Chicago IL 60622 362678083 501(C)(3) 40000 Program Support PLOWS Council on Aging 7808 College Dr 5E Palos Heights IL 60463 362882809 501(C)(3) 40000 Program Support SouthSTAR Services 1005 West End Avenue Chicago IL 60411 237294685 501(C)(3) 40000 Program Support Austin Childcare Providers' Network 5701 W Division Street Chicago IL 60651 364395447 501(C)(3) 38248 Program Support Bethel New Life Inc 4950 West Thomas Street Chicago IL 60651 363013241 501(C)(3) 38000 Program Support Ray Graham Association 2801 Finley Road Downers Grove IL 60515 362411166 501(C)(3) 38000 Program Support National Able Network Inc 567 W Lake St Ste 1150 Chicago IL 60661 237339397 501(C)(3) 37500 Program Support New Life Centers of Chicagoland 4101 West 51st Street Chicago IL 60632 202380358 501(C)(3) 37200 Program Support Urban Initiatives 650 West Lake Suite 340 Chicago IL 60661 830367521 501(C)(3) 37200 Program Support Access DuPageDuPage Health Coalition 511 Thornill Drive Carol Stream IL 60188 363729319 501(C)(3) 37000 Program Support PODER 1637 South Allport Street Chicago IL 60608 364251880 501(C)(3) 37000 Program Support Lakeview Pantry 3831 North Broadway Chicago IL 60613 362734184 501(C)(3) 36576 Program Support Chicago Alliance Against Sexual Exploitation 307 N Michigan Avenue Chicago IL 60601 260220074 501(C)(3) 35750 Program Support Life Span PO Box 1515 Des Plaines IL 60017 362991281 501(C)(3) 35700 Program Support Breaking Free Inc 120 Gale Street Aurora IL 60506 362957395 501(C)(3) 35500 Program Support VNA Health Care 400 North Highland Avenue Aurora IL 60506 362182095 501(C)(3) 35400 Program Support The Children's Clinic 320 Lake Street Oak Park IL 60302 369002074 501(C)(3) 35200 Program Support Casa Central 1343 North CA Avenue Chicago IL 60622 362728618 501(C)(3) 35000 Program Support South Suburban Family Shelter Inc 18137 Harwood Avenue Homewood IL 60430 363089796 501(C)(3) 35000 Program Support Chicago House and Social Service Agency 1925 N Clybourn Avenue Chicago IL 60614 363376432 501(C)(3) 34000 Program Support AIDS Legal Council of Chicago 180 N Michigan Avenue Chicago IL 60601 363563802 501(C)(3) 32500 Program Support Oak Park River Forest Food Pantry 848 Lake Street Oak Park IL 60301 272018997 501(C)(3) 31985 Program Support Thrive Counseling Center 120 South Marion Street Oak Park IL 60302 362179793 501(C)(3) 30500 Program Support Community Career Center 1815 West Diehl Road Naperville IL 60563 364093212 501(C)(3) 30400 Program Support Sarah's Inn 5846 West Madison Street Chicago IL 60644 363084461 501(C)(3) 30400 Program Support Family Rescue 9204 S Commercial Avenue Chicago IL 60617 363170408 501(C)(3) 30000 Program Support Lawyers' Committee for Better Housing 33 N LaSalle St Ste 900 Chicago IL 60602 363134577 501(C)(3) 30000 Program Support National Kidney Foundation of Illinois 215 W Illinois St Ste 1c Chicago IL 60654 366009226 501(C)(3) 30000 Program Support Young Men's Educational Network (YMEN) 1241 South Pulaski Chicago IL 60623 364124098 501(C)(3) 30000 Program Support Housing Opportunities for Women 1607 W Howard St 2nd fl Chicago IL 46383 363263818 501(C)(3) 29250 Program Support Southwest Chicago PADS 3121 West 71st Street Chicago IL 60629 363925529 501(C)(3) 29250 Program Support Serenity House Counseling Services Inc 891 South Route 53 Addison IL 60101 363350438 501(C)(3) 28000 Program Support Catholic Charities Diocese of Joliet 203 North Ottawa Street Joliet IL 60432 362170817 501(C)(3) 25300 Program Support Breakthrough Urban Ministries 402 N St Louis Avenue Chicago IL 60624 363810926 501(C)(3) 25026 Program Support Arab American Family Services 9044 S Octavia Avenue Bridgeview IL 60455 600002593 501(C)(3) 25000 Program Support Crisis Center for South Suburbia PO Box 39 Tinley Park IL 60477 363039964 501(C)(3) 25000 Program Support The Children's Place Association 1436 W Randolph 5th Fl Chicago IL 60607 363641017 501(C)(3) 25000 Program Support The Resurrection Project 1818 South Paulina Street Chicago IL 60608 363576073 501(C)(3) 25000 Program Support Inner-City Muslim Action Network 2744 West 63rd Street Chicago IL 60629 364167433 501(C)(3) 24000 Program Support Erie Family Health Center 1701 West Superior Street Chicago IL 60622 363088628 501(C)(3) 23603 Program Support Center for Independence thru Conductive Edu 100 W Plainfield Rd Countryside IL 60525 364259162 501(C)(3) 23500 Program Support La Casa Norte 3533 West North Avenue Chicago IL 60647 364041525 501(C)(3) 23333 Program Support Arab American Action Network 3148 W 63rd St 2nd Fl Chicago IL 60629 364034958 501(C)(3) 23250 Program Support Shelter Inc 1616 Arlin Rd Arlington Heights IL 60004 237399596 501(C)(3) 22170 Program Support The Community House 415 West Eighth Street Hinsdale IL 60521 362167735 501(C)(3) 21000 Program Support Corazon Community Services 5116 West 14th Street Cicero IL 60804 320075474 501(C)(3) 21000 Program Support Hephzibah Children's Association 946 North Boulevard Oak Park IL 60301 362167096 501(C)(3) 21000 Program Support Community Nurse Health Association 23 Calendar Avenue La Grange IL 60525 362170869 501(C)(3) 20200 Program Support Blue Island Citizens for Persons with Disab 2155 Broadway Blue Island IL 60406 362603932 501(C)(3) 20000 Program Support Lester and Rosalie Anixter Center 2032 North Clybourn Chicago IL 60614 362244895 501(C)(3) 20000 Program Support Lutheran Child and Family Services of IL 7620 Madison Street River Forest IL 60305 362167778 501(C)(3) 20000 Program Support Family Service & Mental Hlth Cntr of Cicero 5341 West Cermak Road Cicero IL 60804 362246705 501(C)(3) 17700 Program Support YWCA EvanstonNorth Shore 1215 Church Street Evanston IL 60201 362193618 501(C)(3) 16083 Program Support Helping Hand Center 9649 West 55th Street Countryside IL 60525 362327271 501(C)(3) 15200 Program Support NAMI of DuPage 2100 Manchester Road Wheaton IL 60187 363412057 501(C)(3) 15200 Program Support New Hope Center Inc 1624 East 154th Street Dolton IL 60419 363723686 501(C)(3) 15000 Program Support Hamdard Center for Health and Human Services 228 East Lake Street Addison IL 60101 363917885 501(C)(3) 13000 Program Support Park Lawn School & Activity Center Inc 10833 S LaPorte Avenue Oak Lawn IL 60453 362806708 501(C)(3) 12500 Program Support Naperville CARES 618 West Fifth Avenue Naperville IL 60563 364320818 501(C)(3) 11000 Program Support Youth Outreach Services 2411 West Congress Chicago IL 60612 363297629 501(C)(3) 11000 Program Support Solutions for Care 7222 WCermak Rd North Riverside IL 60546 237176798 501(C)(3) 10200 Program Support Walk- In Ministry of Hope 100 North Randall Road Elgin IL 60123 363590027 501(C)(3) 10200 Program Support Literacy Volunteers of DuPage 24 W 500 Maple Avenue Naperville IL 60540 363749739 501(C)(3) 10000 Program Support Catholic Charities Archdiocese of Chi SW 7000 West 111th Suite 101 Worth IL 60482 362170821 501(C)(3) 8583 Program Support 175 0 Schedule I, Part I, Line 2 FOR 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. X true true X X X X false true false false false false false true false Wendy Du Boe President & CEO 338129 0 7500 0 27735 0 7950 0 15310 0 396624 0 0 0 Joseph Vanyo COO 187966 0 2000 0 18658 0 6318 0 10060 0 225002 0 0 0 Andrea Bazan SVP Resource Development 168580 0 0 0 794 0 2138 0 7864 0 179376 0 0 0 Jose Rico SVP of Comm Investment 178214 0 5000 0 586 0 0 0 29763 0 213563 0 0 0 Mariam Crabtree VP Indiv & Major Gifts 141319 0 2000 0 2244 0 3371 0 24860 0 173794 0 0 0 Risa Davis VP Corporate Development 138431 0 0 0 1253 0 4401 0 15058 0 159143 0 0 0 Ann Manikas VP for HR and Inclusion 146732 0 2000 0 725 0 3568 0 29646 0 182671 0 0 0 Valerie Barker Waller VP Marketng and Communications 169784 0 0 0 1241 0 5018 0 32164 0 208207 0 0 0 WRITTEN POLICY REGARDING PAYMENT OR REIMBURSEMENT SCHEDULE 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 PLAN Schedule J, Part I, Line 4b Wendy Duboe and Joseph Vanyo participated in the organization's section 457 plan, and each earned $18,000. BONUS PAYMENTS Schedule 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." X 16 494487 FMV false true false Method of Reporting UWMC IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. GENERAL INFORMATION UNITED 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 VOLUNTEERS FORM 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 COMMITTEE FORM 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 DOCUMENTS FORM 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 PROCESS FORM 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 POLICY FORM 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 COMPENSATION FORM 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 PUBLIC FORM 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 PUBLIC FORM 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 EXPENSES FORM 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 ASSETS FORM 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) =============