2016-01-14T12:07:54-06:00 2015-06-30 GRANT THORNTON LLP 171 N CLARK ST SUITE 200 CHICAGO IL 60601 990 2014-07-01 237144594 South-Southwest Surburban United Way % JEFFREY BROWN SOUT 7082487910 447 Lincoln Mall Drive Matteson IL 60443 MICHAEL WOJCIK President 7082487910 2015-12-15 true Bridget T Roche P00666837 3128560200 2014 2016-04-25 22:37:26Z X Yvonne Orr 447 Lincoln Mall Drive Matteson IL 60443 1715249 false 4371 X www.uw-mc.org/ssw X 2004 IL The South-Southwest Suburban United Way improves lives by mobilizing caring people to invest in the community where their resources are needed most. X 0 0 5 23 0 1423492 1694358 0 0 1019 976 23705 10281 1448216 1705615 1178873 2144803 0 0 214358 248625 0 0 87827 90538 95079 1483769 2488507 -35553 -782892 767645 0 0 0 767645 0 X SOUTH-SOUTHWEST SUBURBAN UNITED WAY IMPROVES LIVES BY MOBILIZING CARING PEOPLE TO INVEST IN THE COMMUNITY WHERE THEIR RESOURCES ARE NEEDED MOST. false false 764020 698662 INCOME United way's work in income is directed at job training And placement, financial literacy education and volunteer tax Assistance. For the year ending June 30, 2015, the south-southwest suburban united way helped 1,869 individuals become job ready with skills training; supported 663 people in Gaining skills and credentials; placed 1,147 people in jobs; Helped 431 people achieve financial literacy; 390 people improve Their financial position and connected 1,814 people with Benefits. 616978 564198 HEALTH In health, united way concentrates on connecting individuals to Medical homes for consistent care, specifically a primary care Physician and provides healthy lifestyle education and programming For young people. For the year ending June 30, 2015, the south-southwest suburban united way connected 1,058 people to a Primary care physician; 9,735 people to preventative services and 3,927 people to insurance or subsidies. Basic needs For those in most need in our communities, the united way South-southwest is a core provider of food, shelter and safety From domestic violence. For the year ending June 30, 2015, the south-southwest suburban united way served 517,085 people; Providing 398,415 people with food; 133,021 people with emergency Housing or financial assistance to stay in their home; and 6,777 People with safety from violence in their home. 304183 278161 EDUCATION The focus of education work for the south-southwest united way is On two critical transition points in a child's educational career - starting kindergarten and beginning high school. United way Supports quality early learning programs, mostly preschool, and Provides afterschool programming for struggling middle school students to help them academically and socially so that they enter High school on track for graduation. For the year ending June 30, 2015, We helped 1,038 young children improve their screening scores and Provided 1,135 children with well child checkups. For the Middle school population in the south and southwest suburbs, we served 2,105 young people with programming. 2,092 previously underperforming youth were promoted to the next grade on track for graduation. Form 990, Part III, Line 4D ALL OTHER ACHIEVEMENTS Designations to other 501(c)(3) organizations paid directly by the Donor and other exempt purposes. Year-End Net Assets Transfer $598,872 Designations $4,910 603782 603782 2288963 true true false false false false false false false false true false false false false true false true false false false false false false true false false true false false false false false false false false false false false false true false false false false false false false true X 0 0 5 true false false false false false false false false false false X 0 0 false true true true false false true true true false false true true true true true true true false false IL X X JEFFREY BROWN 3129062331 333 S WABASH AVE 30TH FLOOR Chicago IL 60604 Rev Larry Jackson Board Member 8.0 0.0 X 0 0 0 Hannah Hayes Co-Chair 6.0 0.0 X X 0 0 0 Mayme Buckley Secretary 10.0 0.0 X X 0 0 0 John Hrisney Co Chair 4.0 0.0 X X 0 0 0 Mike Wojcik President 4.0 0.0 X X 0 0 0 R Scott Frech Treasurer 10.0 0.0 X X 0 0 0 Patrick Hutsona Board Member 4.0 0.0 X 0 0 0 Mauricio Lopez Board Member 4.0 0.0 X 0 0 0 LaRoy Mack Board Member 4.0 0.0 X 0 0 0 Debra Meyers-Martin Board Member 4.0 0.0 X 0 0 0 Jay Readey Board Member 4.0 0.0 X 0 0 0 Barbara Suggs-Mason Board Member 4.0 0.0 X 0 0 0 Dr Christal Lori West Board Member 4.0 0.0 X 0 0 0 Johanns Williams Vice President 4.0 0.0 X X 0 0 0 Victor Roberson Board Member 4.0 0.0 X 0 0 0 Patrick Smith Vice President 10.0 0.0 X X 0 0 0 Ronald Wilson Board Member 4.0 0.0 X 0 0 0 Geneka Whitaker Board Member 4.0 0.0 X 0 0 0 Vernard Alsberry Board Member 4.0 0.0 X 0 0 0 Yvonne Orr Chief Professional Officer 37.5 0.0 X 72342 0 9242 72342 0 9242 0 false false false 0 11292 362381 1320685 1694358 0 976 976 0 0 0 0 0 0 19915 9634 10281 10281 0 0 0 1705615 11257 X 2144803 2144803 0 0 0 92244 36898 23061 32285 0 133049 69176 29834 34039 3991 2075 895 1021 14995 7298 3470 4227 4346 2959 824 563 41000 41000 0 0 0 0 0 0 0 19700 9382 4602 5716 0 0 26589 12662 6212 7715 5630 2681 1315 1634 0 1588 756 371 461 0 0 0 52 25 12 15 MEMBERSHIPS 520 248 121 151 2488507 2288963 111717 87827 0 0 691788 0 71598 0 0 0 0 0 0 0 0 0 0 0 2000 0 0 0 0 0 0 0 0 0 2259 0 767645 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 702910 0 63267 0 1468 0 767645 0 767645 0 X -782892 15247 X X false true X true false X 2013942 1929434 1817063 1438739 1694358 8893536 0 0 2013942 1929434 1817063 1438739 1694358 8893536 902724 7990812 2345 1744 1264 1019 976 7348 0 990 61200 33238 41632 19915 156975 9057859 0.88220 0.83840 X SChedule A, Part II Line 10 Income reported on Line 10 was generated by special events. The events RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 X 1738650 22698 15247 37945 1700705 4910 4910 1705615 2506295 22698 22698 2483597 4910 4910 2488507 Uncertain Tax Positions (FIN 48) Schedule D, Part X, Line 2 United Way of Metropolitan Chicago, Inc., South-Southwest, North-Northwest and DuPage/West Cook have received favorable determination letters from the Internal Revenue Service, stating that they are exempt from Federal income taxes under the provisions of 501(c)(3) of the Internal Revenue Code of 1986, except for income taxes pertaining to unrelated business income. Accounting guidance requires tax effects from uncertain tax positions to be recognized in the financial statements only if the position is more likely than not to be sustained if the position was to be challenged by a taxing authority. Management has determined there are no material uncertain positions which require recognition in the financial statements. Additionally, no provision for income taxes is reflected in these financial statements. There is no interest or penalties recognized in the financial statements. The tax years ending 2011, 2012, 2013 and 2014 are still open to audit for both Federal and state purposes. Reconciliation of Revenue per Audited Fin. Stmts. with Revenue per return Schedule D, Part XI, Line 2d Gain on prior year pledge write-off $15,247 Total $15,247 Reconciliation of Revenue per Audited Fin. Stmts. with Revenue per Return Schedule D, Part XI, Line 4B DESIGNATIONS TO OTHER ORGANIZATIONS INCLUDED IN INCOME $4,910 Reconciliation of Exp. per Audited Fin. Stmts. with Exp. per Return Part XII, Line 4b DESIGNATIONS TO OTHER ORGANIZATIONS INCLUDED IN INCOME $4,910 Golf Outing 19915 19915 5219 4415 0 19915 19915 5219 4415 9634 10281 true United Way of Metropolitan Chicago 333 S Wabash Ave Chicago IL 60104 300200478 501(c)(3) 598872 Program Support Catholic Charities of the Archdiocese of Chicago 721 N LaSalle Street Chicago IL 60654 362170821 501(c)(3) 96141 Program Support Metropolitan Family Services 1 N Dearborn Chicago IL 60602 362167940 501(c)(3) 80759 Program Support South Suburban Council on Alcoholism and Substance 1909 Cheker Square Hazel Crest IL 60429 362654921 501(c)(3) 75000 Program Support Illinois Action for Children 4753 N Broadway Chicago IL 60640 362712912 501(c)(3) 75000 Program Support Ford Heights Community Service Organization Inc 943 E 14th Street Ford Heights IL 60411 362658308 501(c)(3) 73572 Program Support Harold Colbert Jones Memorial Community Center 220 E 15th Street Chicago Heights IL 60411 362182055 501(c)(3) 67500 Program Support Restoration Ministries Inc 253 E 159th Street Harvey IL 60426 363552070 501(c)(3) 60000 Program Support PLOWS Council on Aging 7808 College Dr Palos Heights IL 60463 362882809 501(c)(3) 55000 Program Support Bremen Youth Services 15350 Oak Park Oak Forest IL 60452 363502582 501(c)(3) 47400 Program Support Together We Cope 17010 S Oak Park Tinley Park IL 60477 363666952 501(c)(3) 45000 Program Support Southwest Community Service 6775 Prosperi Dr Tinley Park IL 60477 237136028 501(c)(3) 40000 Program Support IL-WI Regional Sertoma Center for Communicative Di 10409 S Roberts Road Palos Hills IL 60465 362882864 501(c)(3) 35000 Program Support South Suburban Family Shelter Inc PO Box 937 Homewood IL 60430 363089796 501(c)(3) 35000 Program Support Respond Now PO Box 215 Chicago Heights IL 60411 237091808 501(c)(3) 32599 Program Support Southland Hispanic Leadership Council 21110 S Wstn Ave Olympia Fields IL 60461 200879667 501(c)(3) 30000 Program Support YWCA Metropolitan Chicago 360 N Michigan Ave Chicago IL 60601 362179765 501(c)(3) 30000 Program Support LAF 111 W Jackson Blvd Chicago IL 60604 362754650 501(c)(3) 30000 Program Support Southland Health Care Forum 30 E 15th Street Chicago Heights IL 60411 571192504 501(c)(3) 28500 Program Support YMCA of Metropolitan Chicago 801 N Dearborn Street Chicago IL 60610 362179782 501(c)(3) 28261 Program Support National Able Network Inc 180 N Wabash Chicago IL 60601 237339397 501(c)(3) 25000 Program Support Salvation Army The 5040 N Pulaski Road Chicago IL 60630 362167910 501(c)(3) 20340 Program Support Cabrini Green Legal Aid 740 N Milwaukee Avenue Chicago IL 60642 362775706 501(c)(3) 20000 Program Support National Kidney Foundation of Illinois 215 W Illinois Street Chicago IL 60654 366009226 501(c)(3) 20000 Program Support Center for Economic Progress 29 E Madison Street Chicago IL 60602 363693728 501(c)(3) 17500 Program Support Lutheran Child and Family Services of Illinois 6127 S University Ave Chicago IL 60637 362167778 501(c)(3) 15000 Program Support Sertoma Centre 4343 W 123rd Street Alsip IL 60803 362720586 501(c)(3) 15000 Program Support Safer Foundation 571 W Jackson Blvd Chicago IL 60661 362762168 501(c)(3) 15000 Program Support Crisis Center for South Suburbia PO Box 39 Tinley Park IL 60477 363039964 501(c)(3) 15000 Program Support Park Lawn School & Activity Center Inc 10833 S Laporte Ave Oak Lawn IL 60453 362806708 501(c)(3) 12500 Program Support Community Service Partners 19015 S Jodi Rd Mokena IL 60448 272970697 501(c)(3) 11328 Program Support SouthSTAR Services 1005 W End Ave Chicago Heights IL 60411 237294685 501(c)(3) 10000 Program Support Blue Island Citizens for Persons with Developmenta 2155 Broadway Blue Island IL 60406 362603932 501(c)(3) 10000 Program Support Pillars 333 N LaGrange Road LaGrange Park IL 60526 364166490 501(c)(3) 10000 Program Support Schedule I, Part I, Line 2 For agencies that South-Southwest Suburban United way elects to fund, South-Southwest requires agencies to submit, on an annual basis, information regarding the respective funded programs. Information may include, but is not limited to, client demographics, program activities, program measures and program outcomes. United Way of Metropolitan Chicago (UWMC) and South-Southwest staff also convene and correspond with those grantees on a regular basis. For all funding, including donor-designated grants, UWMC and South-Southwest verify 501(c)(3) charitable status, compliance with the Patriot Act and that agencies are based in the United States. Transfer of Net Assets 2015-06-30 598872 Book Value 300200478 United Way of Metropolitan Chicago 333 South Wabash Avenue 30th Floor Chicago IL 60604 501(C)(3) true true false false true true true false false Schedule N, Part I, Line 2A REV. LARRY JACKSON OF SOUTH-SOUTHWEST SUBURBAN UNITED WAY BECAME A BOARD MEMBER OF UNITED WAY OF METROPOLITAN CHICAGO. SCHEDULE N, PART I, LINE 2B THE CHIEF FINANCIAL OFFICER OF SOUTH-SOUTHWEST SUBURBAN UNITED WAY BECAME AN EMPLOYEE OF UNITED WAY OF METROPOLITAN CHICAGO. SCHEDULE N, PART I, LINE 5 CERTAIN ACCRUED EXPENSES SUCH AS ACCOUNTS PAYABLE AND ACCRUED VACATION HAVE BEEN TRANSFERRED TO UNITED WAY OF METROPOLITAN CHICAGO. General Information The south-southwest suburban united way is a member united way (muw) affiliated with united way of metropolitan Chicago (uwmc), Inc., an Illinois non-profit philanthropic corporation whose mission is to improve lives In the metropolitan Chicago area by mobilizing caring people to invest in The community where their resources are needed most. Member United Ways are certified by United Way Worldwide and maintain their own 501 (c) (3) status and Board of Directors. A MUW is required to be governed by a set of written bylaws that have been approved by the UWMC and reviewed by UWMC board of directors at least every three years. The MUW Chief Professional Officers report to both the MUW Board President and to the UWMC Chief Operating Officer. The vision of uwmc, the south-southwest suburban united way and the other muws is that metropolitan Chicago becomes a region of thriving communities where all individuals and families are able to achieve their potential. The challenges facing communities in the metropolitan area are complex and multi-faceted, requiring long-term and integrated strategies that address the root causes of these issues. To address these challenges, uwmc and the muws are focused on leveraging expertise, connections and resources to drive lasting solutions for Individuals and communities. For the reporting period, uwmc had three member united ways ("muws"), including the south-southwest suburban united way: South-southwest suburban united way united way of DuPage/west cook united way north-northwest It is important to note that effective at the close of business On June 30, 2015, united way of DuPage/west cook and south-southwest Suburban united way retired their 501(c)(3) status and merged with UWMC to better align with a region-wide impact strategy and create operational efficiencies. Uwmc and the muws are implementing a region-wide plan to ensure Significant impact in the areas of education, financial stability, health And basic needs support by 2020. The plan focuses on 60 high-need Communities, and includes regional strategies and neighborhood-specific Solutions. The key to lasting community change is to address the root Causes of the complex issues that individuals, families and neighborhoods Face by focusing on three key levers - education, income and health. Uwmc and the muws also focus on safety net issues to ensure that basic Needs - food, shelter and safety - for individuals and families are met. The plan includes four high value outcomes: 1. help 50,000 underperforming middle school students enter high school on track to graduate 2. advance economic stability for 100,000 households 3. connect more than 200,000 people with available, preventative health Services 4. answer the crisis needs of approximately 1 million people every year by providing food, shelter and freedom from violence Since implementing the impact plan, uwmc and the muws have made Significant progress toward those goals: 1. Education -2020 goal: help 50,000 underperforming middle school kids enter high School ready to succeed -fy12-fy15 cumulative result: 46,894 Middle School students on track to graduate/ be promoted to next grade level - 93.8% 2. Income -2020 goal: advance economic stability for 100,000 households -fy11-fy15 cumulative result: 117,629 households improved economic stability - % of goal: 118% 3. Health - 2020 goal: connect over 200,000 people with available, preventative Health services - fy11-fy15 cumulative result: 384,051 people connected to a primary care Physician - % of goal: 192% 4. Basic needs - 2020 goal: answer the crisis needs of 1 million people every year by Providing food, shelter and freedom from violence - fy15 cumulative result: 4.2 million people in crisis received Assistance To further address the complex challenges in high-need communities Throughout the region, united way of metropolitan Chicago developed the united way neighborhood Network initiative. The initiative utilizes a collective impact model to Work with community coalitions to guide strategies with partners, coordinate resources and programming, and Collaborate on measurement - all toward a common community goal. The first neighborhood network was launched in March 2013 in brighton Park on Chicago's southwest side and has delivered significant results across all dimensions Including: - education - freshmen on track at the main high school has grown 14% From 2012-2014; 1,074 previously struggling middle school students now on Track to graduate/promoted to next grade level - income - $1.3 million in tax refunds generated for needy families That would have otherwise gone unclaimed - health - 1,604 people connected to a primary care physician The second neighborhood network was launched in august 2014 in the suburb Of west Chicago. While coalition partners are in the planning phase and have not set final goals, the following results have been achieved to date: - education - 196 parents connected to community resources (esl, child care, health referrals) - income - $473,000 in tax refunds generated for needy families that Would have otherwise gone unclaimed - health - 1 new playground built; 153 individuals and/or families connected with mental health services - basic needs - food pantry established in middle school Eight additional networks were launched in fy15 with planning grants. They are auburn Gresham, Austin, bronzeville, Cicero, Evanston, little village, robbins/blue island and south Chicago. The critical work of uwmc and the muws requires significant resources and Support is raised through a diversified revenue model. Uwmc and the muws Conduct workplace giving campaigns, receive individual and major gifts, Are awarded grants and are the beneficiaries of other contributions from Private foundations and other organizations. Strategic efforts are in place to further grow significant revenue from grants and individual giving. FORM 990, PART I, LINE 6 The 23 volunteers serve on the board in several committees which include the Community Impact Steering Committee, Board Development Committee, Nominating Committee, Resource Development Committee, Finance Committee, and Executive Committee. and Executive Committee. and Executive Committee. and Executive Committee. 1099S Transmitted by UWMC Form 990, Part V, Line 1A United Way of Metropolitan Chicago, Inc. as the common paymaster, has filed forms 1099 to report certain amounts required. W-3S Transmitted by UWMC Form 990, Part V, Line 2A UWMC, As the common paymaster, has filed Form W-3 to report certain amounts required. Delegation of Authority Form 990, Part VI, Line 1a The board of directors has delegated authority to the executive committee To conduct affairs of the board of directors between meetings of the Board as permitted by law and under the bylaws of the south-southwest suburban united way all such actions by the executive committee must Be reported to the board of directors for appropriate action at the next Meeting of the board. Decisions Subject to Approval Form 990, Part VI, Line 7b Each muw is registered with the state of Illinois and each organization Files a separate form 990 informational tax return. One combined Financial statement audit is performed for uwmc and its muws. Each muw Board of directors must vote on a resolution to adopt the membership Agreement with uwmc thereby accepting compliance with uwmc's Policies, standards, and criteria of membership. The membership agreement Is subject to approval and ratification of the uwmc board of directors. Each muw board of directors is governed by bylaws that have been approved By uwmc. The member advisory committee is a committee of the uwmc board Of directors comprised of two representatives from each muw and four Regional suburban representatives who are uwmc board of director members. The member advisory committee provides advice with respect to the muws To the uwmc board of directors as to fund distributions, agency Allocations, budget, operations, and related policies. The uwmc board of Directors has ultimate authority over policy and approval of agency Allocations. Historically, the uwmc board of directors has honored the Recommendations which have been presented by the member advisory Committee on behalf of the muws. Each muw is certified by united way Worldwide and this certification is contingent on the muws active Membership agreement with uwmc. Uwmc provides finance, accounting, information systems, human resources, And other administrative support to the muws. Uwmc acts as an agent for The muws in processing pledges, receiving cash on pledges, and paying muw Allocations and expenses. Cash receipt and payment activities and the Support reimbursement arrangement together result in intercompany Receivables and payables throughout each fiscal year for uwmc and the Muws. Form 990 Reviewing Process Form 990, Part VI, Line 11b A review of the form 990 was conducted by the chair of the board of Directors, the chief professional officer of the muw and the uwmc controller prior to the filing Following the review and approval by the treasurer and chief professional Officer, the form 990 was provided to each of the voting members of the Board directors prior to the filing. Conflict of Interest Policy Monitoring & Enforcement Form 990, Part VI, Line 12c The organization has a formalized business ethics policy, applicable to All employees, directors of uwmc and muws, volunteer committee members, Their spouses and close family members. The aforementioned individuals Are required to complete an annual compliance questionnaire disclosing Close relationships between the individual and third parties who may have A relationship to the organization. The results of the questionnaire are Reported to the uwmc audit committee annually. The policy covers compliance with laws, policies, rules and regulations; Conflicts of interest; bribes and kickbacks; misappropriation or Disregard of donor, employee, or volunteer data; accounting practices; Providing or receiving gifts, entertainment or prizes; and political activity In connection with uwmc other than public policy advocacy. The policy Prohibits participation in outside business ventures for financial gain Which conflicts with the organization's activities. The organization also has a whistleblower policy covering all employees, Directors of uwmc and muws, volunteer committee members, donors and Funded agencies. Individuals may make anonymous reports to a third-party Provider, and will be investigated by the uwmc staff ethics officer, president & ceo, chief operating officer and/or vice president of human resources as appropriate. Retaliation of any kind is expressly prohibited by the organization. Processs for Determining Compensation Form 990, Part VI, Line 15a The performance review for the chief professional officer is conducted annually by the south-southwest board chair and the chief operating officer of uwmc. Highlights of the review are shared with the executive committee of the muw. Compensation decisions are made following uwmc guidelines. Salaries are also benchmarked against similar jobs within the united way system, and other local and national not-for-profit organizations. Salaries are approved by the ceo of uwmc and board chair of south-southwest. Documents are Made Available to the Public Form 990, Part VI, lINE 18 The following organizations are affiliated with UWMC: United Way of DuPage/West Cook United Way North-Northwest South-Southwest Suburban United Way The internal revenue service ("irs") has recognized this group of Organizations (referred by the irs as "subordinates") as tax-exempt Because they are affiliated with uwmc. This avoids the need for each Of the organizations to apply for exemption individually. A group Exemption letter issued by the irs has the same effect as an individual Exemption letter except that it applies to more than one organization. Uwmc was issued a determination letter in 2004 and the uwmc is exempt Under section 501(c)(3) of the internal revenue code. In addition, the irs recognizes these subordinates as exempt from federal Income tax. Form 1023 is available on uwmc's website at www.uw-mc.org. South-southwest makes its form 990 available on its website. Documents are Made Available to the Public Form 990, Part VI, Line 19 The south-southwest suburban united way makes its governing documents, the bylaws and articles of Incorporation, available upon request. The most recent audited financial Statements and a link to ethicspoint are available on the south-southwest Suburban united way website (www.uw-mc.org/ssw/). Ethicspoint is a Customized page created for uwmc and its member united ways. Within Ethicspoint, there is a link to the business ethics policy containing the Conflict of interest policy. FUNCTIONAL EXPENSES FORM 990, PART IX, SUMMARY The south-southwest suburban united way calculates its 2014 tax year (fiscal year ended June 30, 2015) overhead rate using the sum of management and general Total expenses and fundraising total expenses reported in part ix (statement of functional expenses) divided by the total revenue reported In part viii, line 12 of column a. This overhead rate for the 2014 tax Year is 11.7% Expenses incurred by south-southwest suburban united way reflects the Primary role of staff knowledge in fundraising, community engagement, Volunteerism, advocacy and coalition building necessary for an Organization that leverages expertise, connections and resources toward Solving community problems and improving lives on a large scale. Administrative Support Reimbursement Form 990, Part IX, Line 11A The amount included in this line represents the reimbursement made by South-Southwest United Way to the UWMC for the administrative support described elsewhere in schedule O. Other Changes in Net Assets Form 990, Part XI, Line 9 Gain on prior year pledge write-offs...............................$15,247 AUDIT OVERSIGHT AND SELECTION PROCESS Form 990, Part XII, Line 2C Uwmc has an audit committee which is responsible for the oversight of the Audit of the consolidated financial statements and the selection of the Independent certified public accountants.