2016-02-04T13:12:52-06:00 2015-06-30 BDO USA LLP 1801 MARKET STREET SUITE 1700 PHILADELPHIA PA 19103 990 2014-07-01 231556045 UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY % KAREN CLEARY UNIT 2156652500 1709 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19103 KAREN CLEARY CFAO 2156652500 2016-02-04 true MARC R BERGER CPA P01871563 2155641900 2014 2016-04-25 22:37:26Z Karen B Cleary 1709 Benjamin Franklin Pkwy Philadelphia PA 19103 123527389 false 3293 X N/A X 1921 PA United Way's Impact Fund changes lives strengthens communities - one child, one adult and one family at a time. 63 63 172 10000 0 63762338 61930548 21874 24920 3936704 1412973 3706656 3563393 71427572 66931834 48863507 48371099 0 0 13670879 11636171 101848 99324 6309248 7739044 8002530 70375278 68109124 1052294 -1177290 104001211 102752143 34281317 34475386 69719894 68276757 X UNITED WAY'S IMPACT FUND CHANGES LIVES AND STRENGTHENS COMMUNITIES - ONE CHILD, ONE ADULT AND ONE FAMILY AT A TIME. false false 12642550 10167528 Education - The Impact Fund helps pave the way for more high school graduates by improving the quality of education from cradle to career. 9207998 5008539 Basic Needs - The Impact Fund helps our neighbors meet their most basic needs - food, shelter and safety. 8121164 6823971 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. 3549283 2513077 Health 23857984 23857984 Donor Designations 27407267 26371061 57378979 true true false true false false false false false true true true false false false true false true false false false false false true true false false true true true false false false false false false false false true false false false true true false false false true 141 0 true 172 true false false false false false true true false false false false X 63 63 false false false false false false false true true false false true true true true true true true true false NJ PA X X KAREN CLEARY 2156652500 1709 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19103 X DOUG ALLEN Board Member 1.0 0.0 X 0 0 0 MARCUS ALLEN Board Member 1.0 0.0 X 0 0 0 ANDREA ANANIA Board Member 1.0 0.0 X 0 0 0 JOHN ARMAND Board Member 1.0 0.0 X 0 0 0 MARY STENGEL AUSTIN Board Member 1.0 0.0 X 0 0 0 DENNIS BIANCHI Board Member 1.0 0.0 X 0 0 0 TOM BROOKS Board Member 1.0 0.0 X 0 0 0 RALPH BROWN Board Member 1.0 0.0 X 0 0 0 CHRIS BRUNER Board Member 1.0 0.0 X 0 0 0 CARL M BUCHHOLZ Board Member 1.0 0.0 X 0 0 0 KAREN DOUGHERTY BUCHHOLZ Board Member 1.0 0.0 X 0 0 0 MICHAEL CARBONE Board Member 1.0 0.0 X 0 0 0 CHRISTOPHER CASHMAN Board Member 1.0 0.0 X 0 0 0 FLORA CASTILLO Board Member 1.0 0.0 X 0 0 0 JOHN CHOU Board Member 1.0 0.0 X 0 0 0 RICK CIMINO Board Member 1.0 0.0 X 0 0 0 J GORDON COONEY JR Board Member 1.0 0.0 X 0 0 0 ROGER DENNIS Board Member 1.0 0.0 X 0 0 0 MICHAEL DICANDILO Board Member 1.0 0.0 X 0 0 0 PATRICK EIDING Board Member 1.0 0.0 X 0 0 0 KENNETH GARRETT Board Member 1.0 0.0 X 0 0 0 EDWARD GRAHAM Board Member 1.0 0.0 X 0 0 0 LON GREENBERG Board Member 1.0 0.0 X 0 0 0 MELISSA GRIMM Board Member 1.0 0.0 X 0 0 0 BILL HANKOWSKY Board Member 1.0 0.0 X 0 0 0 SIDNEY HARGRO Board Member 1.0 0.0 X 0 0 0 MINDY HOLMAN Board Member 1.0 0.0 X 0 0 0 THOMAS ISEKENEGBE Board Member 1.0 0.0 X 0 0 0 BRIAN JACKSON Board Member 1.0 0.0 X 0 KRISTIN B KEATING Board Member 1.0 0.0 X 0 BOBBY KEYES Board Member 1.0 0.0 X 0 KEVIN KUTCHER Board Member 1.0 0.0 X 0 CHARISSE R LILLIE Board Member 1.0 0.0 X 0 EDWARD LOVELIDGE Board Member 1.0 0.0 X 0 JOHN J LYNCH Board Member 1.0 0.0 X 0 JORDIE MAINE Board Member 1.0 0.0 X 0 FRANCES A MCELHILL Board Member 1.0 0.0 X 0 MANUS MCHUGH Board Member 1.0 0.0 X 0 BILL MCNABB III Board Member 1.0 0.0 X 0 ROB MCNEILL Board Member 1.0 0.0 X 0 J WILLIAMS MILLS III BOARD MEMBER 1.0 0.0 X 0 EDWARD MONTGOMERY JR BOARD MEMBER 1.0 0.0 X 0 JOSEPH M MULDOON BOARD MEMBER 1.0 0.0 X 0 JOSEPH MURRAY BOARD MEMBER 1.0 0.0 X 0 RICHARD NEGRIN BOARD MEMBER 1.0 0.0 X 0 PHILIP NORCROSS Board Member 1.0 0.0 X 0 EDWARD O'MALLEY Board Member 1.0 0.0 X 0 PATRICK PRUITT Board Member 1.0 0.0 X 0 BEASLEY REECE Board Member 1.0 0.0 X 0 MAUREEN RUSH Board Member 1.0 0.0 X 0 JOHN SALVESON Board Member 1.0 0.0 X 0 CLARE SAPIENZA-ECK Board Member 1.0 0.0 X 0 JILL SCHUBERT Board Member 1.0 0.0 X 0 DAVE STANGIS Board Member 1.0 0.0 X 0 LONNY STRUM Board Member 1.0 0.0 X 0 SUSAN VAN BUREN Board Member 1.0 0.0 X 0 MARILOU E WATSON Board Member 1.0 0.0 X 0 HARRIET WEISS Board Member 1.0 0.0 X 0 DENEAN WILLIAMS Board Member 1.0 0.0 X 0 CHARLES WIMBERG Board Member 1.0 0.0 X 0 ROB WONDERLING Board Member 1.0 0.0 X 0 THOMAS C WOODWARD Board Member 1.0 0.0 X 0 SUSANNE SVIZENY Board Member 1.0 0.0 X 0 KAREN B CLEARY CHIEF FINANCE & ADMIN OFFICEER 50.0 0.0 X 163130 30404 James F Cawley President and CEO 50.0 0.0 X 0 0 ANNA MADONIA SR. VP, STRATEGIC PHILANTHROPY 50.0 0.0 X 224126 34553 KEVIN DOW SR. VP, IMPACT 50.0 0.0 X 149796 19638 JILL MICHAL PRESIDENT AND CEO 50.0 0.0 X 339416 9455 MICHAEL MOYNIHAN EXEC. DIRECTOR, CAMDEN COUNTY 50.0 0.0 X 167150 14320 CHRISTOPHER MURRAY VP, COMMUNICATIONS 50.0 0.0 X 142229 33253 CHRISTOPHER PRESTON SR. VP, STRATEGIC & REG MGMT 50.0 0.0 X 152987 414 1338834 0 142037 7 true true false The Millenium Group PO Box 10300 NEW BRUNSWICK NJ 08906 Office Services 290734 Fox Fox Restorations LLC 327 Marshalville Road WOODBINE NJ 08270 Hurricane property 275342 Cushman and Wakefield of PA 1717 Arch Street 30th Floor PHILADELPHIA PA 19103 Property Management 146122 3 X 205980 555613 613289 60555666 1215199 61930548 EMERGENCY FOOD BANK 624200 21920 21920 DONOR CHOICE APPLICATION FEES 561000 3000 3000 24920 8350 8350 0 0 404914 404914 0 404914 404914 57142958 636196 56086596 287935 1056362 348261 1404623 1404623 221024 221024 0 0 0 DONOR DESIGNATION PROCESSING FEE 561000 2767672 2767672 OTHER 900099 390807 390807 3158479 66931834 3183399 1817887 48211595 48211595 159504 159504 0 0 543130 315412 227718 0 8705923 3662360 1974030 3069533 620492 239756 167332 213404 963604 381610 251978 330016 803022 322593 197598 282831 0 0 88500 73300 15200 0 99324 99324 0 2832635 2230604 461709 140322 91049 50451 13192 27406 495794 286021 60886 148887 520256 136339 277993 105924 0 1084645 406817 249175 428653 139631 82194 10948 46489 0 646886 196772 47086 403028 0 554249 221861 132104 200284 644908 224247 186570 234091 122075 40254 45847 35974 PRINTING 391000 88361 11488 291151 OFFICE SERVICES 251677 251677 GRANT OVERHEAD REIMBURSEMENT 409740 -409740 OTHER 139225 27900 102312 9013 68109124 57378979 4420897 6309248 X 9988237 11640997 0 0 23641416 21543481 4605841 4468105 0 0 0 0 0 0 0 0 431588 548751 15031933 10767220 4555018 4264713 60779111 13170793 0 47115303 0 0 0 0 0 0 104001211 102752143 4991930 6039094 27782618 27428708 682521 341816 0 0 0 0 0 0 824248 665768 0 0 0 0 34281317 34475386 X 46471718 47032419 11623573 9575877 11624603 11668461 69719894 68276757 104001211 102752143 X -1177290 460972 -726819 X false true X true false X 53894618 59962909 63153710 63762338 62170175 302943750 0 0 53894618 59962909 63153710 63762338 62170175 302943750 4635790 298307960 1065342 1141858 1204203 442077 413264 4266744 0 0 307210494 3158479 0.97102 0.96910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false false false true 566269 false false false 566269 false Schedule C, Part II-B, Line 1f 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. 53498183 608449 1691997 2164287 174917 53459425 47456547 845549 7343536 2067502 79947 53498183 41524608 4103355 5043667 3140670 74413 47456547 36172074 8458109 -1000483 2057299 47793 41524608 31320116 811126 5554395 1445048 68515 36172074 0.68120 0.21830 0.10050 false false 382752 382752 10986768 7404941 3581827 3662413 3362279 300134 4264713 INVESTMENT - MULTI-ASSET FUND 21199314 INVESTMENT - THE KEYSTONE FUND 25905704 POOLED INCOME FUND 10285 47115303 0 0 X 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. X X X X X true Center for Responsible Fundi Fundraising false 292757 99324 193433 292757 99324 193433 NJ PA Annual Gala 491706 353849 137857 137857 Golf and Clays 118100 89495 28605 28605 5 166831 112269 54562 54562 776637 555613 221024 221024 221024 true 859 59 Payments to Colleges and Universities for 53 159504 tuition and books and mortgage companies for home downpayments. The Payments are matching grants to participants in our individual development account program Part I, Line 2 - Procedures for Monitoring the Use of Grant Funds 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. X X X X X true false false false false false false true false JILL MICHAL PRESIDENT AND CEO 188741 0 42675 0 108000 0 0 0 0 0 339416 0 0 0 KAREN B CLEARY CHIEF FINANCE & ADMIN OFFICEER 155517 0 7613 0 0 0 0 0 0 0 163130 0 0 0 ANNA MADONIA SR. VP, STRATEGIC PHILANTHROPY 213573 0 10553 0 0 0 0 0 0 0 224126 0 0 0 MICHAEL MOYNIHAN EXEC. DIRECTOR, CAMDEN COUNTY 164150 0 3000 0 0 0 0 0 0 0 167150 0 0 0 CHRISTOPHER MURRAY VP, COMMUNICATIONS 135532 0 6697 0 0 0 0 0 0 0 142229 0 0 0 CHRISTOPHER PRESTON SR. VP, STRATEGIC & REG MGMT 145487 0 7500 0 0 0 0 0 0 0 152987 0 0 0 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. X 25 1215199 Fair Market Value false true true Part I - Line 32b - Third Party Used to Process Noncash Contributions 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. 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) UWGPSNJ Shared Services Collaborative 1709 Benjamin Franklin Parkway Philadelphia PA 19103 IT Hosting PA 204176 UWGPSNJ Strategic Community Solutions 1709 Benjamin Franklin Parkway Philadelphia PA 19103 651241811 Accept Gifts PA 501(c)(3) 7 UWGPSNJ false false false false false false false false false false false false false false false false false true false false Strategic Community Solutions Q 2500 Contract Amount