UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY (EIN 23-1556045)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-02-04
- IRS object ID
- 201600359349300305
- Schema version
- 2014v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-04T13:12:52-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 MARKET STREET SUITE 1700 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231556045 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF GREATER PHILADELPHIA | BusinessNameLine1Txt |
| Business Name Line2 | AND SOUTHERN NEW JERSEY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KAREN CLEARY | InCareOfNm |
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 2156652500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1709 BENJAMIN FRANKLIN PARKWAY | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN CLEARY | PersonNm |
| Person Title | CFAO | PersonTitleTxt |
| Phone | 2156652500 | PhoneNum |
| Signature | 2016-02-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARC R BERGER CPA | PreparerPersonNm |
| PTIN | P01871563 | PTIN |
| Phone | 2155641900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Karen B Cleary | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1709 Benjamin Franklin Pkwy | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $123,527,389 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 3293 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1921 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | United Way's Impact Fund changes lives strengthens communities - one child, one adult and one family at a time. | ActivityOrMissionDesc |
| Voting Members Governing Body | 63 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 63 | VotingMembersIndependentCnt |
| Total Employee | 172 | TotalEmployeeCnt |
| Total Volunteers | 10000 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $63,762,338 | PYContributionsGrantsAmt |
| CY Contributions Grants | $61,930,548 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $21,874 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,920 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,936,704 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,412,973 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,706,656 | PYOtherRevenueAmt |
| CY Other Revenue | $3,563,393 | CYOtherRevenueAmt |
| PY Total Revenue | $71,427,572 | PYTotalRevenueAmt |
| CY Total Revenue | $66,931,834 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $48,863,507 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $48,371,099 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,670,879 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,636,171 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $101,848 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $99,324 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,309,248 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,739,044 | PYOtherExpensesAmt |
| CY Other Expenses | $8,002,530 | CYOtherExpensesAmt |
| PY Total Expenses | $70,375,278 | PYTotalExpensesAmt |
| CY Total Expenses | $68,109,124 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,052,294 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,177,290 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $104,001,211 | TotalAssetsBOYAmt |
| Total Assets EOY | $102,752,143 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $34,281,317 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,475,386 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $69,719,894 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $68,276,757 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNITED WAY'S IMPACT FUND CHANGES LIVES AND STRENGTHENS COMMUNITIES - ONE CHILD, ONE ADULT AND ONE FAMILY AT A TIME. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $12,642,550 | ExpenseAmt |
| Grant | $10,167,528 | GrantAmt |
| Desc | Education - The Impact Fund helps pave the way for more high school graduates by improving the quality of education from cradle to career. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,207,998 | ExpenseAmt |
| Grant | $5,008,539 | GrantAmt |
| Desc | Basic Needs - The Impact Fund helps our neighbors meet their most basic needs - food, shelter and safety. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,121,164 | ExpenseAmt |
| Grant | $6,823,971 | GrantAmt |
| Desc | Income - The Impact Fund empowers working adults to earn more and save more by building foundations for lifelong financial stability - job skills, financial literacy and asset development. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $3,549,283 | $2,513,077 | Health |
| $23,857,984 | $23,857,984 | Donor Designations |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $27,407,267 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $26,371,061 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $57,378,979 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 141 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 172 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 63 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 63 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN CLEARY | PersonNm |
| Phone | 2156652500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1709 BENJAMIN FRANKLIN PARKWAY | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (71 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| DOUG ALLEN | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARCUS ALLEN | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREA ANANIA | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN ARMAND | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARY STENGEL AUSTIN | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DENNIS BIANCHI | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| TOM BROOKS | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RALPH BROWN | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHRIS BRUNER | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CARL M BUCHHOLZ | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KAREN DOUGHERTY BUCHHOLZ | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL CARBONE | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER CASHMAN | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| FLORA CASTILLO | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN CHOU | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RICK CIMINO | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| J GORDON COONEY JR | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROGER DENNIS | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL DICANDILO | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| PATRICK EIDING | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KENNETH GARRETT | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| EDWARD GRAHAM | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| LON GREENBERG | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MELISSA GRIMM | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BILL HANKOWSKY | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| SIDNEY HARGRO | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MINDY HOLMAN | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS ISEKENEGBE | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BRIAN JACKSON | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| KRISTIN B KEATING | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| BOBBY KEYES | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| KEVIN KUTCHER | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| CHARISSE R LILLIE | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| EDWARD LOVELIDGE | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| JOHN J LYNCH | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| JORDIE MAINE | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| FRANCES A MCELHILL | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| MANUS MCHUGH | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| BILL MCNABB III | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| ROB MCNEILL | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| J WILLIAMS MILLS III | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| EDWARD MONTGOMERY JR | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| JOSEPH M MULDOON | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| JOSEPH MURRAY | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| RICHARD NEGRIN | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| PHILIP NORCROSS | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| EDWARD O'MALLEY | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| PATRICK PRUITT | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| BEASLEY REECE | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| MAUREEN RUSH | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| JOHN SALVESON | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| CLARE SAPIENZA-ECK | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| JILL SCHUBERT | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| DAVE STANGIS | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| LONNY STRUM | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| SUSAN VAN BUREN | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| MARILOU E WATSON | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| HARRIET WEISS | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| DENEAN WILLIAMS | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| CHARLES WIMBERG | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| ROB WONDERLING | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| THOMAS C WOODWARD | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| SUSANNE SVIZENY | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | ||||||
| KAREN B CLEARY | ||||||||||
| CHIEF FINANCE & ADMIN OFFICEER | 50.0 | 0.0 | $163,130 | $30,404 | Yes (X) | |||||
| James F Cawley | ||||||||||
| President and CEO | 50.0 | 0.0 | $0 | $0 | Yes (X) | |||||
| ANNA MADONIA | ||||||||||
| SR. VP, STRATEGIC PHILANTHROPY | 50.0 | 0.0 | $224,126 | $34,553 | Yes (X) | |||||
| KEVIN DOW | ||||||||||
| SR. VP, IMPACT | 50.0 | 0.0 | $149,796 | $19,638 | Yes (X) | |||||
| JILL MICHAL | ||||||||||
| PRESIDENT AND CEO | 50.0 | 0.0 | $339,416 | $9,455 | Yes (X) | |||||
| MICHAEL MOYNIHAN | ||||||||||
| EXEC. DIRECTOR, CAMDEN COUNTY | 50.0 | 0.0 | $167,150 | $14,320 | Yes (X) | |||||
| CHRISTOPHER MURRAY | ||||||||||
| VP, COMMUNICATIONS | 50.0 | 0.0 | $142,229 | $33,253 | Yes (X) | |||||
| CHRISTOPHER PRESTON | ||||||||||
| SR. VP, STRATEGIC & REG MGMT | 50.0 | 0.0 | $152,987 | $414 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,338,834 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $142,037 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| The Millenium Group | |||||
| PO Box 10300 | NEW BRUNSWICK | NJ | 08906 | Office Services | $290,734 |
| Fox Fox Restorations LLC | |||||
| 327 Marshalville Road | WOODBINE | NJ | 08270 | Hurricane property | $275,342 |
| Cushman and Wakefield of PA | |||||
| 1717 Arch Street 30th Floor | PHILADELPHIA | PA | 19103 | Property Management | $146,122 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Federated Campaigns | $205,980 | FederatedCampaignsAmt |
| Fundraising | $555,613 | FundraisingAmt |
| Government Grants | $613,289 | GovernmentGrantsAmt |
| All Other Contributions | $60,555,666 | AllOtherContributionsAmt |
| Noncash Contributions | $1,215,199 | NoncashContributionsAmt |
| Total Contributions | $61,930,548 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMERGENCY FOOD BANK | 624200 | $21,920 | $21,920 |
| DONOR CHOICE APPLICATION FEES | 561000 | $3,000 | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,920 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,350 | TotalRevenueColumnAmt |
| Exclusion | $8,350 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $404,914 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $404,914 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $404,914 | TotalRevenueColumnAmt |
| Exclusion | $404,914 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $57,142,958 | SecuritiesAmt |
| Other | $636,196 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $56,086,596 | SecuritiesAmt |
| Other | $287,935 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,056,362 | SecuritiesAmt |
| Other | $348,261 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,404,623 | TotalRevenueColumnAmt |
| Exclusion | $1,404,623 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $221,024 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $221,024 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DONOR DESIGNATION PROCESSING FEE | 561000 | $2,767,672 | $2,767,672 |
| OTHER | 900099 | $390,807 | $390,807 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,158,479 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,931,834 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,183,399 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,817,887 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,211,595 | TotalAmt |
| Program Services | $48,211,595 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,504 | TotalAmt |
| Program Services | $159,504 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $543,130 | TotalAmt |
| Management And General | $315,412 | ManagementAndGeneralAmt |
| Fundraising | $227,718 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,705,923 | TotalAmt |
| Program Services | $3,662,360 | ProgramServicesAmt |
| Management And General | $1,974,030 | ManagementAndGeneralAmt |
| Fundraising | $3,069,533 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $620,492 | TotalAmt |
| Program Services | $239,756 | ProgramServicesAmt |
| Management And General | $167,332 | ManagementAndGeneralAmt |
| Fundraising | $213,404 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $963,604 | TotalAmt |
| Program Services | $381,610 | ProgramServicesAmt |
| Management And General | $251,978 | ManagementAndGeneralAmt |
| Fundraising | $330,016 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $803,022 | TotalAmt |
| Program Services | $322,593 | ProgramServicesAmt |
| Management And General | $197,598 | ManagementAndGeneralAmt |
| Fundraising | $282,831 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,500 | TotalAmt |
| Management And General | $73,300 | ManagementAndGeneralAmt |
| Fundraising | $15,200 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,324 | TotalAmt |
| Fundraising | $99,324 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,832,635 | TotalAmt |
| Program Services | $2,230,604 | ProgramServicesAmt |
| Management And General | $461,709 | ManagementAndGeneralAmt |
| Fundraising | $140,322 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,049 | TotalAmt |
| Program Services | $50,451 | ProgramServicesAmt |
| Management And General | $13,192 | ManagementAndGeneralAmt |
| Fundraising | $27,406 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $495,794 | TotalAmt |
| Program Services | $286,021 | ProgramServicesAmt |
| Management And General | $60,886 | ManagementAndGeneralAmt |
| Fundraising | $148,887 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $520,256 | TotalAmt |
| Program Services | $136,339 | ProgramServicesAmt |
| Management And General | $277,993 | ManagementAndGeneralAmt |
| Fundraising | $105,924 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,084,645 | TotalAmt |
| Program Services | $406,817 | ProgramServicesAmt |
| Management And General | $249,175 | ManagementAndGeneralAmt |
| Fundraising | $428,653 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,631 | TotalAmt |
| Program Services | $82,194 | ProgramServicesAmt |
| Management And General | $10,948 | ManagementAndGeneralAmt |
| Fundraising | $46,489 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $646,886 | TotalAmt |
| Program Services | $196,772 | ProgramServicesAmt |
| Management And General | $47,086 | ManagementAndGeneralAmt |
| Fundraising | $403,028 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $554,249 | TotalAmt |
| Program Services | $221,861 | ProgramServicesAmt |
| Management And General | $132,104 | ManagementAndGeneralAmt |
| Fundraising | $200,284 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $644,908 | TotalAmt |
| Program Services | $224,247 | ProgramServicesAmt |
| Management And General | $186,570 | ManagementAndGeneralAmt |
| Fundraising | $234,091 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,075 | TotalAmt |
| Program Services | $40,254 | ProgramServicesAmt |
| Management And General | $45,847 | ManagementAndGeneralAmt |
| Fundraising | $35,974 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRINTING | $391,000 | $88,361 | $11,488 | $291,151 |
| OFFICE SERVICES | $251,677 | $251,677 | ||
| GRANT OVERHEAD REIMBURSEMENT | $409,740 | -$409,740 | ||
| OTHER | $139,225 | $27,900 | $102,312 | $9,013 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,109,124 | TotalAmt |
| Program Services | $57,378,979 | ProgramServicesAmt |
| Management And General | $4,420,897 | ManagementAndGeneralAmt |
| Fundraising | $6,309,248 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,988,237 | BOYAmt |
| EOY | $11,640,997 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,641,416 | BOYAmt |
| EOY | $21,543,481 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,605,841 | BOYAmt |
| EOY | $4,468,105 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $431,588 | BOYAmt |
| EOY | $548,751 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,031,933 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,767,220 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,555,018 | BOYAmt |
| EOY | $4,264,713 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,779,111 | BOYAmt |
| EOY | $13,170,793 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $47,115,303 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,001,211 | BOYAmt |
| EOY | $102,752,143 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,991,930 | BOYAmt |
| EOY | $6,039,094 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,782,618 | BOYAmt |
| EOY | $27,428,708 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $682,521 | BOYAmt |
| EOY | $341,816 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $824,248 | BOYAmt |
| EOY | $665,768 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,281,317 | BOYAmt |
| EOY | $34,475,386 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,471,718 | BOYAmt |
| EOY | $47,032,419 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,623,573 | BOYAmt |
| EOY | $9,575,877 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,624,603 | BOYAmt |
| EOY | $11,668,461 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,719,894 | BOYAmt |
| EOY | $68,276,757 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,001,211 | BOYAmt |
| EOY | $102,752,143 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,177,290 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $460,972 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$726,819 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $53,894,618 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,962,909 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,153,710 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,762,338 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,170,175 | CurrentTaxYearAmt |
| Total | $302,943,750 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $53,894,618 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,962,909 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,153,710 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,762,338 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,170,175 | CurrentTaxYearAmt |
| Total | $302,943,750 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,635,790 | SubstantialContributorsTotAmt |
| Public Support Total170 | $298,307,960 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,065,342 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,141,858 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,204,203 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $442,077 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $413,264 | CurrentTaxYearAmt |
| Total | $4,266,744 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $307,210,494 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,158,479 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97102 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96910 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | Yes (true) | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (true) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $566,269 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $566,269 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1f | FormAndLineReferenceDesc |
| Explanation | Grants to other organizations for lobbying purposes United Way provides general operating support grants to certain agencies to use towards advocacy for health and human service issues. Examples of such advocacy include advancing efforts to increase high school graduation, supporting financial self-sufficiency for low-income people and developing long-term solutions and responses to problems of senior citizens. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,498,183 | BeginningYearBalanceAmt |
| Contributions | $608,449 | ContributionsAmt |
| Investment Earnings Or Losses | $1,691,997 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,164,287 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $174,917 | AdministrativeExpensesAmt |
| End Year Balance | $53,459,425 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,456,547 | BeginningYearBalanceAmt |
| Contributions | $845,549 | ContributionsAmt |
| Investment Earnings Or Losses | $7,343,536 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,067,502 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $79,947 | AdministrativeExpensesAmt |
| End Year Balance | $53,498,183 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,524,608 | BeginningYearBalanceAmt |
| Contributions | $4,103,355 | ContributionsAmt |
| Investment Earnings Or Losses | $5,043,667 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,140,670 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $74,413 | AdministrativeExpensesAmt |
| End Year Balance | $47,456,547 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,172,074 | BeginningYearBalanceAmt |
| Contributions | $8,458,109 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,000,483 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,057,299 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $47,793 | AdministrativeExpensesAmt |
| End Year Balance | $41,524,608 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,320,116 | BeginningYearBalanceAmt |
| Contributions | $811,126 | ContributionsAmt |
| Investment Earnings Or Losses | $5,554,395 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,445,048 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $68,515 | AdministrativeExpensesAmt |
| End Year Balance | $36,172,074 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.68120 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.21830 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10050 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $382,752 | OtherCostOrOtherBasisAmt |
| Book Value | $382,752 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,986,768 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,404,941 | DepreciationAmt |
| Book Value | $3,581,827 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,662,413 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,362,279 | DepreciationAmt |
| Book Value | $300,134 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $4,264,713 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENT - MULTI-ASSET FUND | $21,199,314 |
| INVESTMENT - THE KEYSTONE FUND | $25,905,704 |
| POOLED INCOME FUND | $10,285 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $47,115,303 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D,Part V-Endowment Funds,Line 4:Intended uses for Endowment Funds | United Way maintains endowment funds which consist of Board designated quasi-endowment funds, temporarily restricted funds, and permanently restricted funds. The funds are managed by Bank of New York Mellon, Fidelity Investments, and PNC Wealth Management. United Way's intended use of the endowment is to preserve the fair value of the principal in perpetuity. Interest and accumulated gains are used to partially offset operating expenses in accordance with United Way's spending policy. This amount is generally calculated as approximately 5% of the five-year average market value of funds as of September 30 of each year, except where donor restrictions specify otherwise. |
| Schedule D, Part X - FIN 48 Footnote | For the year ended June 30, 2015, UWGPSNJ and LLC did not identify any uncertain tax positions taken or expected to be taken, which would require adjustment or disclosure in the financial statements. UWGPSNJ and LLC are potentially subject to Federal, State, and Local examination for years subsequent to June 30, 2011. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Center for Responsible Fundi | PersonNm |
| Activity | Fundraising | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $292,757 | GrossReceiptsAmt |
| Retained By Contractor | $99,324 | RetainedByContractorAmt |
| Net To Organization | $193,433 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $292,757 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $99,324 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $193,433 | TotalNetToOrganizationAmt |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Annual Gala | Event1Nm |
| Gross Receipts Event1 | $491,706 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $353,849 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $137,857 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $137,857 | OtherDirectExpensesEvent1Amt |
| Event2 | Golf and Clays | Event2Nm |
| Gross Receipts Event2 | $118,100 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $89,495 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $28,605 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $28,605 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $166,831 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $112,269 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $54,562 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $54,562 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $776,637 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $555,613 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $221,024 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $221,024 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $221,024 | DirectExpenseSummaryEventsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
| Total501c3 Org | 859 | Total501c3OrgCnt |
| Total Other Org | 59 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Payments to Colleges and Universities for | 53 | $159,504 |
| tuition and books and mortgage companies | ||
| for home downpayments. The Payments are | ||
| matching grants to participants in our | ||
| individual development account program |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2 - Procedures for Monitoring the Use of Grant Funds | FormAndLineReferenceDesc |
| Explanation | Agencies receiving general operating support grants are monitored via the following: 1) Agencies must submit an application that includes explanation of the proposed use and results from use of the funding 2) Agencies must submit at least semi-annual outcomes reports which are reviewed and evaluated by United Way staff. 3) Agencies must submit annual audits which are reviewed by CPAs as well as by United Way staff. 4) Agencies must certify that they have received Internal Revenue Code section 501(c)(3) tax exempt status and are in compliance with USA Patriot Act. Agencies receiving funding through targeted investment grants for specific purposes are monitored via the following methods: 1) Agencies must submit project applications outlining the scope of the project and the deliverable. 2) Agencies must submit outcomes reports which are reviewed by United Way staff. 3) Agencies must certify that they are in compliance with the USA Patriot Act. Agencies receiving funding passed through via restricted grants must submit narrative reports detailing outcomes related to the grants as well as financial reports detailing the spending. Agencies eligible for designations through United Way's donor choice program must undergo screening prior to receiving funding. They must certify that they have received Internal Revenue Code section 501(c)(3) tax exempt status and are in compliance with the USA Patriot Act. Please note that the difference between the total amount detailed on this schedule and "grants and other assistance" on Part IX, Form 990 is primarily due to the fact that this schedule includes all cash payments made to organizations in excess of $5,000 during the fiscal year. The amount shown in "grants and other assistance" is on the accrual basis of accounting. Additionally, payments shown on Schedule I include amounts paid to agencies as a result of contributions processed on behalf of other United Ways. United Way of Greater Philadelphia and Southern New Jersey processes a number of large campaigns for companies on a national level. These campaigns included funds raised by other United Ways. As these funds are raised by other United Ways, United Way of Greater Philadelphia and Southern New Jersey does not count these dollars as part of our revenue total. Therefore, there are no corresponding designation expenses. We record these dollars as a receivable, since we will collect the funds and as a liability since we distribute the funds. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JILL MICHAL | ||||||||||||||
| PRESIDENT AND CEO | $188,741 | $0 | $42,675 | $0 | $108,000 | $0 | $0 | $0 | $0 | $0 | $339,416 | $0 | $0 | $0 |
| KAREN B CLEARY | ||||||||||||||
| CHIEF FINANCE & ADMIN OFFICEER | $155,517 | $0 | $7,613 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $163,130 | $0 | $0 | $0 |
| ANNA MADONIA | ||||||||||||||
| SR. VP, STRATEGIC PHILANTHROPY | $213,573 | $0 | $10,553 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $224,126 | $0 | $0 | $0 |
| MICHAEL MOYNIHAN | ||||||||||||||
| EXEC. DIRECTOR, CAMDEN COUNTY | $164,150 | $0 | $3,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $167,150 | $0 | $0 | $0 |
| CHRISTOPHER MURRAY | ||||||||||||||
| VP, COMMUNICATIONS | $135,532 | $0 | $6,697 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $142,229 | $0 | $0 | $0 |
| CHRISTOPHER PRESTON | ||||||||||||||
| SR. VP, STRATEGIC & REG MGMT | $145,487 | $0 | $7,500 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $152,987 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 7 - Non-fixed Payments Provided | The CEO has an incentive bonus opportunity that is based upon goals and objectives around resource development, community impact and operations which are documented in the performance review process. The Executive Compensation Committee is responsible for assessing performance versus those goals and objectives and determining the award amount. The incentive is awarded after thorough review and discussion by the Executive Compensation Committee. |
| Part 1, Line 4a - Severance Payment | Jill Michal, Former President and CEO, received a severance payment of $108,000 during the year in accordance with company policy and practice. Following the end of her employment on June 30, 2014, severance payment was made in July, 2014. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 25 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,215,199 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I - Line 32b - Third Party Used to Process Noncash Contributions | FormAndLineReferenceDesc |
| Explanation | United Way maintains a brokerage account with the Vanguard Group which is used to receive donated securities. Securities are liquidated from this account upon donation. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 - Line 22 | For the year ended June 30, 2015, United Way and its disregarded entity, UWGPSNJ Shared Services Collaborative, generated a loss of ($1,443,137), which was primarily due to the increase in the Defined benefit Pension Plan accrued liability. |
| Form 990, Part VI, Line 11b - Organization's Process to Review 990 | United Way's 990 is reviewed by our Audit Committee, Finance Committee and Board prior to filing. Our Audit Committee and Finance Committee have a formal meeting to review and discuss the document (copies are mailed in advance). Upon approval by the Audit Committee and the Finance Committee, the 990 is mailed to the Executive Committee of our board of Directors for review. The Executive committee also meets to discuss and review the document. They provide approval prior to filing. Finally, a copy of the 990 is provided to our board of Directors, in advance of filing, to give them an opportunity to review and ask questions on the document. |
| Form 990, Part VI, Line 12c - Enforcement of Conflicts Policy | United Way provides the conflict of interest policy to all staff members and key volunteers on an annual basis. This includes Board members and members of standing board committees. These groups are required to sign the conflict of interest policy annually. Individuals are instructed to promptly notify United Way of any perceived conflict. Conflict of interest statements are tracked and monitored by the Human Resources department. It is the responsibility of the individual to make United Way aware of any conflicts that arise after they sign the conflict of interest document. If there is a real or perceived conflict of interest, an individual may participate in discussion around a given issue, but that individual is not permitted to vote. |
| Form 990, Part VI, Lines 15a and 15b - Compensation Process for Officers | CEO compensation is determined through a documented protocol and process consisting of the following elements: 1. Board of Directors Oversight: CEO performance and compensation is overseen by a special subcommittee of the Board/Executive Committee. Specific decisions related to compensation are made by the Executive Compensation Subcommittee which is composed of the board Chair, board Treasurer, and Chair of the Human Resources committee. Actions are reported on an annual basis to UWGPSNJ's Governance Committee. 2. Externally prepared comparative salary data: Comparative salary data for the CEO and all senior management positions is researched by an independent professional compensation consultant, Strategic Compensation Planning, Inc. The Executive Compensation Committee is provided with CEO salary information based on more than ten external surveys, capturing national, regional and local compensation data for similarly sized organizations. The data balances information from both the for profit and nonprofit sectors. 3. Performance Based System: CEO performance is annually assessed by the CEO Performance Assessment Task Force, whose membership consists of the Board Officers and Chairs of the Standing Committee (as noted in item #1, compensation decisions are overseen by a Subcommittee of this larger group). All members of the Board's Executive Committee are able to provide written input on the CEO's performance. The CEO has documented goals and objectives on which performance is based, plus documented detail that guides the award of the incentive opportunity. The incentive opportunity is awarded following a thorough discussion of the CEO's performance by the Executive Compensation Committee. The discussion and incentive award are documented to support implementation. Similar procedures are followed for reviewing performance of and determining compensation paid to other members of the organization's leadership. |
| Form 990, Part VI, Line 19 - Governing Documents Disclosure Explanation | United Way makes our financial statements and Form 990 available on our websites. Additionally, these are made available upon request. Our governing documents and code of ethics are made available upon request. |
| Form 990, Part VIII - Additional Information | United Way's overheard calculation (exclusive of disregarded entity) for the year ended June 30, 2015 is as follows: Numerator: Mgmt and General-Part IX, Column C, Line 25 $4,420,897 Fundraising-Part IX, Column D, Line 25 $6,309,248 Total Numerator $10,730,145 Denominator: Total Revenue-Part VIII, Column A, Line 12 $66,931,834 Overhead Rate: 16.0% Please note that United Way charges a cost recovery fee of 12.5% on each donated gift. This fee is intended to recover the costs incurred to raise, collect, administer and distribute gifts from campaign revenue. Such costs include fundraising, marketing, pledge processing, customer service, finance, and information technology. This rate is lower than the overhead rate calculated above due to the fact that the cost recovery rate for the Form 990 filing includes actual investment income and gains and losses for the year, while the cost recovery fee calculation included amounts utilized through our spending policy. A percentage of the market value of investments as of September 30th is used to offset expenses. Additionally, the methodology for calculating overhead on the Form 990 and our cost recovery rate differs. The cost recovery rate is intended to recover overhead costs net of offsetting income, such as rental and miscellaneous income and the spending policy, from campaign revenue only. The Form 990 calculation divides actual gross expenses by total revenue from all sources. |
| FORM 990, PART VIII, COLUMN A, LINE 1H - ADDITIONAL INFORMATION | FOLLOWING IS A RECONCILIATION OF CONTRIBUTIONS, GIFTS AND SIMILAR AMOUNTS RECEIVED TO THE AUDIT REPORT: GROSS ANNUAL CAMPAIGN PER FINANCIAL STATEMENTS $ 57,969,385 LEGACIES AND BEQUESTS $ 328,567 PROVISION FOR UNCOLLECTIBLE UNDESIGNATED PLEDGES $ (1,814,731) PROVISION FOR UNCOLLECTIBLE DESIGNATED PLEDGES $ (1,001,158) REVENUE RELATED TO PRIOR CAMPAIGNS $ (670,870) ADJUSTMENT TO PRIOR YEAR'S UNCOLLECTIBLE UNDESIGNATED PLEDGES $ 159,167 ALLOCABLE DOLLARS RECEIVED FROM OTHER UNITED WAYS $ 205,980 GRANTS AND OTHER CONTRIBUTIONS $ 6,754,208 CONTRIBUTIONS, GRANTS AND OTHER SIMILAR AMOUNTS RECEIVED PER LINE 1H $ 61,930,548 |
| Form 990, Part IX, Line 21 - Payments to Affiliates | PAYMENTS TO AFFILIATES REPRESENT ANNUAL DUES PAID TO UNITED WAY WORLDWIDE. |
| FORM 990-PART XI, LINE 9 - RECONCILIATION OF OTHER CHANGES IN NET ASSETS | ADJUSTMENT TO ALTERNATIVE MINIMUM PENSION LIABILITY $ (1,061,623) ADD: REVENUE RELATED TO PRIOR CAMPAIGN YEARS $ 670,870 LESS: ADJUSTMENT TO PREVIOUS YEAR'S UNCOLLECTIBLE RESERVE $ (159,167) LESS: ADJUSTMENT TO PREVIOUS YEARS' DESIGNATIONS $ (176,899) TOTAL OTHER CHANGES IN NET ASSETS $ (726,819) |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UWGPSNJ Shared Services Collaborative | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1709 Benjamin Franklin Parkway | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | IT Hosting | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Total Income | $204,176 | TotalIncomeAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UWGPSNJ | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Strategic Community Solutions | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1709 Benjamin Franklin Parkway | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 651241811 | EIN |
| Primary Activities | Accept Gifts | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UWGPSNJ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Strategic Community Solutions | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | Q | TransactionTypeTxt |
| Involved | $2,500 | InvolvedAmt |
| Method Of Amount Determination | Contract Amount | MethodOfAmountDeterminationTxt |
Comments