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 237116020 United Way North-Northwest % JEFFREY BROWN UNIT 8477681257 431 Lakeview Court Room E Mount Prospect IL 60056 MIKE ABRUZZINI treasurer 3129062350 2015-11-16 true Bridget T Roche P00666837 3128560200 2014 2016-04-25 22:37:26Z Marcia McMahon 333 S WABASH AVE 30TH FLOOR Chicago IL 60604 3332526 false 4371 X WWW.UW-MC.ORG/NNW X 1961 IL THE PRIMARY PURPOSE OF THE UNITED WAY NORTH-NORTHWEST IS TO IMPROVE LIVES BY MOBILIZING CARING PEOPLE TO INVEST IN THE COMMUNITY WHERE THEIR RESOURCES ARE NEEDED THE MOST. 23 23 8 279 0 3607757 3238143 0 0 84449 22110 50124 64322 3742330 3324575 3042127 3038466 0 0 620030 583419 0 0 444574 273110 311125 3935267 3933010 -192937 -608435 2280096 1764710 154794 359546 2125302 1405164 X THE PRIMARY PURPOSE OF THE UNITED WAY NORTH-NORTHWEST IS TO IMPROVE LIVES BY MOBILIZING CARING PEOPLE TO INVEST IN THE COMMUNITY WHERE THEIR RESOURCES ARE NEEDED THE MOST. false false 1381752 1281900 Health In health, united way concentrates on connecting individuals to a medical home 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, united way north-northwest connected 30,741 people to a primary care physician; 42,322 people to preventative services and 8,464 people to insurance or subsidies. On the school-based prevention side, united way north-northwest supported 842 youth with increased access to fresh and healthy foods and 1,195 young people with access to safe places for physical activity. Basic needs For those most need in our communities, united way north-northwest is a core provider of food, shelter and safety from domestic violence. For the year ending June 30, 2015, united way north-northwest served 523,749; including providing 396,330 people with food; 140,104 people with emergency housing or financial assistance to stay in their home; and 10,317 people with safety from violence in the home. 1266484 1174960 Education The focus of education work for the united way north-northwest 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 568 young children improve their screening scores and provided 649 children with well child check-ups. For the middle school population in the northern suburbs, we served 876 young people with programming. 876 previously struggling middle school students were promoted to the next grade level on track for graduation. 533665 495100 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 united way north-northwest helped 1,363 become job ready with skills training; supported 538 people in gaining skills and credentials; placed 1,063 people in jobs; helped 315 people achieve financial literacy, helped 202 individuals improve their financial position and connected 3,580 with benefits. 86506 86506 3268407 true true false false false false false false false true true false false false true true true true false false false false false false true false false true true false false false false false false false false false true false false false false false false false false true X 0 0 8 true false false false false false false false false false false X 23 23 false true false false 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 Deborah Price President 5.0 0.0 X X 0 0 0 Paul Gallagher Vice President 2.0 0.0 X X 0 0 0 Bob Westropp Vice President 2.0 0.0 X X 0 0 0 Joseph M Higgins Vice President 2.0 0.0 X X 0 0 0 Michael S Abruzzini Treasurer 3.0 0.0 X X 0 0 0 Alan Bromberg Secretary 2.0 0.0 X X 0 0 0 Steve Adelstein Director 1.0 0.0 X 0 0 0 Andrew Steele Director 1.0 0.0 X 0 0 0 Mary Alvarado Director 1.0 0.0 X 0 0 0 James Bauer Director 1.0 0.0 X 0 0 0 Barbara Ferguson Director 1.0 0.0 X 0 0 0 Sarah Flax Vice President 1.0 0.0 X X 0 0 0 Camille Fotopoulos Director 1.0 0.0 X 0 0 0 Marla Glabe Director 1.0 0.0 X 0 0 0 Gary Cueno Director 1.0 0.0 X 0 0 0 Satish Kumar Director 1.0 0.0 X 0 0 0 Laura Lazarczyk Director 1.0 0.0 X 0 0 0 Christopher Eilers Director 1.0 0.0 X 0 0 0 Corey Gustafson Director 1.0 0.0 X 0 0 0 Janet Katz Director 1.0 0.0 X 0 0 0 John Willett Director 1.0 0.0 X 0 0 0 Emil Winograd Director 1.0 0.0 X 0 0 0 Maria Niehus Director 1.0 0.0 X 0 0 0 Marcia McMahon Chief Professional Officer 37.5 0.0 X X 86666 0 22168 86666 0 22168 0 false false false United Way of Metropolitan Chicago 333 S Wabash Ave CHICAGO IL 60604 SUPPORT SERVICES 182000 1 40115 3198028 34219 3238143 0 14684 14684 0 0 0 0 0 7426 7426 7426 7426 72273 7951 64322 64322 0 0 0 3324575 86432 3029466 3029466 9000 9000 0 0 128780 64390 12878 51512 0 376684 102689 15139 258856 8211 1536 145 6530 49070 15874 2628 30568 20674 3784 344 16546 182000 182000 0 0 0 0 0 0 0 31584 10191 1688 19705 0 0 67635 21826 3610 42199 10010 3230 535 6245 0 1193 385 64 744 0 0 11614 3748 620 7246 6129 1978 327 3824 MEMBERSHIPS 960 310 51 599 3933010 3268407 220029 444574 0 0 1134504 515660 721957 552901 0 0 0 0 0 0 0 0 0 0 7189 4225 58026 25925 43716 32101 372730 659823 0 0 0 0 0 0 0 0 2280096 1764710 11468 16158 0 0 0 0 0 0 0 0 0 0 0 0 0 0 143326 343388 154794 359546 X 989954 637460 997825 767704 137523 0 2125302 1405164 2280096 1764710 X -608435 -12436 -99267 X X false true X true false X 2492093 2538440 2276652 3508490 3238143 14053818 0 0 2492093 2538440 2276652 3508490 3238143 14053818 1304326 12749492 16976 15874 9009 12555 14684 69098 0 66186 28123 16244 56988 72273 239814 14362730 0.88768 0.85164 X Schedule A, Part II, Line 10 INCOME REPORTED ON LINE 10 WAS GENERATED BY SPECIAL EVENTS THAT ARE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 317412 55318 372730 119187 22000 17007 158194 112408 0 6779 119187 12242 90500 9666 112408 false false 20560 4895 15665 6267 5543 724 31199 15487 15712 32101 0 INTERCOMPANY DUE TO UWMC 343388 343388 X 3132550 -12436 1184 -99267 -110519 3243069 81506 81506 3324575 3852688 1184 1184 3851504 81506 81506 3933010 Intended Uses of Endowment Funds Schedule D, Part V, Line 4 The Organization's Endowment funds were determined to not have been donor-restricted. The board does not intend for the funds to be kept in perpetuity. 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 2010, 2011, 2012 and 2013 are still open to audit for both Federal and state purposes. SUPPLEMENTAL DESCRIPTION - OTHER SCHEDULE D, PART XI, LINE 2D LOSS ON Prior year Pledge write-offs $(99,267) SUPPLEMENTAL DESCRIPTION - OTHER SCHEDULE D, PART XI, LINE 4B DESIGNATIONS TO OTHER ORGANIZATIONS INCLUDED IN INCOME $81,506 SUPPLEMENTAL DESCRIPTION - OTHER SCHEDULE D, PART XII, LINE 4B DESIGNATION TO OTHER ORGANIZATIONS INCLUDED IN EXPENSES $81,506 IL Misc. 72273 72273 7951 0 72273 72273 7951 7951 64322 true McCormick Foundation 205 N Michigan Ste 4300 Chicago IL 60661 363689171 501(c)(3) 240000 Program Support Boys & Girls Clubs of Dundee Township PO Box 173 Carpentersville IL 60110 364184937 501(c)(3) 209562 Program Support HandsOn Suburban Chicago 2121 S Goebert Rd Arlington Hts IL 60005 362692866 501(c)(3) 200000 Program Support YWCA EvanstonNorth Shore 1215 Church Street Evanston IL 60201 362193618 501(c)(3) 185100 Program Support Family Service Prevention Education & Counseling 777 Central Ste 17 Highland Pk IL 60035 362167063 501(c)(3) 150000 Program Support Youth Organizations Umbrella Inc 1027 Sherman Ave Evanston IL 60202 362734966 501(c)(3) 120050 Program Support Salvation Army The 5040 North Pulaski Road Chicago IL 60630 362167910 501(c)(3) 109051 Program Support The Center Resources for Teaching & Learning 2626 S Clearbrook Arlington Hts IL 60005 364248651 501(c)(3) 108000 Program Support CEDA Northwest Self Help Center 1300 West NW HWY Mt Prospect IL 60056 363382832 501(c)(3) 100000 Program Support Erie Family Health Center a701 West Superior St Chicago IL 60622 363088628 501(c)(3) 100000 Program Support Glenkirk 3504 Commercial Ave Northbrook IL 60062 362345191 501(c)(3) 93300 Program Support Connections for the Homeless 2010 Dewey Ave Ste 303 Evanston IL 60201 363346917 501(c)(3) 85050 Program Support Bridge Youth and Family Services The 721 S Quentin Palatine IL 600676760 237093615 501(c)(3) 80000 Program Support Children's Advocacy Center of North and Northwest 640 Illinois Blvd Hoffman Estates IL 60169 363711203 501(c)(3) 80000 Program Support WINGS Program Inc PO Box 95615 Palatine IL 60095 363456061 501(c)(3) 75200 Program Support Infant Welfare Society of Evanston 2200 Main Street Evanston IL 60202 362167753 501(c)(3) 75000 Program Support Catholic Charities of the Archdiocese of Chicago 721 North LaSalle Street Chicago IL 60654 362170821 501(c)(3) 68702 Program Support Children's Home Aid 125 S Wacker Dr 14th Fl Chicago IL 60606 362167743 501(c)(3) 65000 Program Support Northwest CASA 415 W Golf Ste 47 Arlington Hts IL 60005 362897300 501(c)(3) 65000 Program Support PEER Services Inc 906 Davis Street Evanston IL 60201 362848969 501(c)(3) 60050 Program Support Josselyn Center The 405 Central Avenue Northfield IL 60093 362217996 501(c)(3) 60000 Program Support Jewish Federation of Metropolitan Chicago 30 South Wells Street Chicago IL 60606 362167761 501(c)(3) 53473 Program Support Housing Options for the Mentally Ill 1132 Florence Ave Evanston IL 60202 363611260 501(c)(3) 50050 Program Support Countryside Association for People with Disabiliti 21154 West Shirley Road Palatine IL 60074 362340304 501(c)(3) 50000 Program Support Metropolitan Family Services One North Dearborn Chicago IL 60602 362167940 501(c)(3) 42400 Program Support Palatine Opportunity Center 1585 North Rand Road Palatine IL 60074 363881109 501(c)(3) 41700 Program Support LAF 111 West Jackson Blvd Chicago IL 60604 362754650 501(c)(3) 40000 Program Support Haven Youth and Family Services 825 Green Bay Road Wilmette IL 60091 362971587 501(c)(3) 35200 Program Support Turning Point Behavioral Health Care Center 8324 Skokie Blvd Skokie IL 60077 362327294 501(c)(3) 35096 Program Support Tri-Con Child Care Center 425 Laurel Ave Highland Park IL 60035 362708769 501(c)(3) 35000 Program Support Aunt Martha's Youth Service Center Inc 19990 Governors Hwy Olympia Flds IL 60461 237188150 501(c)(3) 30168 Program Support Ecker Center for Mental Health 1845 Grandstand Place Elgin IL 60123 362312495 501(c)(3) 30040 Program Support Access Community Health Network 600 West Fulton Street Chicago IL 60661 363317058 501(c)(3) 30024 Program Support Heartland Alliance for Human Needs & Human Rights 208 S Lasalle Ste 1818 Chicago IL 60604 361877640 501(c)(3) 23000 Program Support Centro de Informacion 28 N Grove Ste 200 Elgin IL 60120 362776988 501(c)(3) 20010 Program Support Big Brothers Big Sisters of Metropolitan Chicago 560 W Lake Street Chicago IL 60660 362681212 501(c)(3) 20000 Program Support Palatine Township Senior Citizens Council 505 South Quentin Road Palatine IL 60067 362781764 501(c)(3) 20000 Program Support Hanul Family Alliance 5008 North Kedzie Ave Chicago IL 60625 363519498 501(c)(3) 20000 Program Support Clearbrook 1835 W Central Rd Arlington Hts IL 60005 362420176 501(c)(3) 15250 Program Support YMCA of Metropolitan Chicago 801 North Dearborn Street Chicago IL 60610 362179782 501(c)(3) 13000 Program Support United Way of Lake County (IL) 330 South Greenleaf Ave Gurnee IL 60031 362167949 501(c)(3) 11478 Program Support Life Span PO Box 1515 Des Plaines IL 60017 362991281 501(c)(3) 11000 Program Support Korean American Community Services 4300 North California Chicago IL 60618 362746468 501(c)(3) 10000 Program Support United Way of DuPageWest Cook PO Box 5317 OAK BROOK IL 60522 451534557 501(c)(3) 9606 PROGRAM SUPPORT 44 PROCEDURE FOR MONITORING USE OF GRANT FUNDS INSIDE U.S. Schedule I, Part I, Line 2 For agencies which United Way North-Northwest (North-Northwest) elects to fund, North-Northwest 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 North-Northwest staff also convene and correspond with grantees on a regular basis. For all funding, including donor-designated grants, UWMC and North-Northwest verifies 501(c)(3) charitable status, compliance with the Patriot Act and that agencies are based in the United States. X 4 34219 FMV false true false GENERAL INFORMATION united way north-northwest is a member united way 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, united way north-northwest 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 united way north-northwest: 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) Annually, 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 students enter high school on track to graduate - FY12-15 CUMULATIVE RESULT: 46,894 MIDDLE SCHOOL STUDENTS ON TRACK TO GRADUATE/PROMOTED TO NEXT GRADE LEVEL - % of goal: 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: annually, answer the crisis needs of 1 million people every year by providing food, shelter and freedom from violence - Fy11-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 and MUWs developed the united way neighborhood network initiative. The initiative utilizes a collective impact model to work with 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; 1074 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 classes, child care, health care, etc.) - 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 to mental health services - Basic needs - food pantry established in middle school Eight additional neighborhood networks were launched in fy15 with planning grants. They are auburn Gresham, Austin, bronzeville, Cicero, Evanston, little village, Robbins/blue island and south Chicago. In January, 2015, United Way North-Northwest and United Way of Metropolitan Chicago launched a Neighborhood Network in Evanston, mobilizing key community stakeholders around a common agenda to address complex challenges that are specific to the Evanston community. Despite being a resource rich community, there is a great disparity among Evanston residents. To kick off the initial phase of the launch, United Way of Metropolitan Chicago awarded a supplemental planning grant to Evanston Township High School, the fiscal agent for the Evanston Cradle to Career coalition, United Way's lead partner in the community. United Way is also sharing resources and expertise around data collection and data sharing to ultimately create a common database to be used in Evanston, as well as other Networks. The goal of the Neighborhood Network in Evanston is to ensure that by the age of 23, all Evanston young adults will be leading productive lives, building on the resources, education and support that they and their families have had to help them grow into resilient, educated, healthy, self-sufficient and socially responsible adults. The work in the Neighborhood Network community will be accomplished through collective impact, which is the commitment of a group of important actors from different sectors to a common agenda for solving a specific problem. United Way, through Evanston Cradle to Career, has engaged a host of community partners and is rallying Evanston around its first goal, Community Literacy. Cross-sector work groups are brainstorming ways to collectively create lasting community change of a systems level. These work groups include teams around: Well Being, Health and Safety; Literacy On Track; Parent/Caregiver Empowerment; Preparation for Adult Life; and Community Supports. Additional work groups around community stability (including housing and poverty), health and safety and career and job readiness will kick off in the coming year. Over thirty (30) community partners have pledged to work together to bring new community solutions to Evanston. 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. Volunteers: Form 990, Part I, Line 6 Into Books Mentors Volunteers 215 Other Volunteers 64 Total 279 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 united way north-northwest. 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. meeting of the board. meeting of the board. Decisions Subjected to Approval Form 990, part VI, line 7b Each muw is registered with the state of Illinois an FUNCTIONAL EXPENSES Form 990, part ix, summary north-northwest 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 20% and is only for north-northwest. expenses incurred by uwmc and the muws reflect the resources and leverage that united way brings in the areas of fundraising, expertise, partnerships, volunteers, advocacy and convening. These resources and leverage enable uwmc and the muws to execute strategies that transform communities in education (increase the number of high school graduates), income (advance economic stability), health (connect people with health services) and basic needs (stabilize people facing crisis in areas of food, shelter and freedom from violence). ADMINISTRATIVE SUPPORT REIMBURSEMENT Form 990, part ix, line 11a The amount included in this line represents the reimbursement made by north-northwest to the uwmc for the administrative support described elsewhere in schedule o. OTHER CHANGES IN NET ASSETS OR FUND BALANCES FORM 990, PART XI, LINE 9 Loss on prior year pledge write-off.......................... $(99,267) TOTAL.........................................................$(99,267) 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.