2016-03-29T08:24:26-05:00 2015-06-30 131610809 FRIEDMAN LLP 2000 MARKET STREET SUITE 500 PHILADELPHIA PA 19103 990 2014-07-01 232913784 UNIVERSITY CITY DISTRICT UNIV 2152430555 3940-42 CHESTNUT STREET PHILADELPHIA PA 19104 MATTHEW BERGHEISER EXECUTIVE DIRECTOR 2152430555 2016-03-08 1 MICHAEL SUTTER CPA P01400284 2154969200 2016-03-02 2014 2016-08-17 19:52:53Z MATTHEW BERGHEISER 3490 CHESTNUT STREET PHILADELPHIA PA 19104 8280142 0 X WWW.UNIVERSITYCITY.ORG X 1997 PA TO FOSTER A VIBRANT, COMPETITIVE UNIVERSITY CITY. 26 26 23 0 0 0 5251260 5774507 2473425 2486058 16531 19577 0 0 7741216 8280142 0 0 0 0 1554147 1722055 0 0 167675 6569957 6379144 8124104 8101199 -382888 178943 4526911 5114789 722251 515232 3804660 4599557 X UNIVERSITY CITY DISTRICT IS A PARTNERSHIP OF WORLD-RENOWNED ANCHOR INSTITUTIONS, SMALL BUSINESSES AND RESIDENTS THAT CREATES OPPORTUNITY, IMPROVES ECONOMIC VITALITY AND QUALITY OF LIFE IN THE UNIVERSITY CITY AREA OF WEST PHILADELPHIA. OUR PRIMARY MISSION IS COMMUNITY REVITALIZATION. WE WORK WITHIN A PLACE-BASED, DATA-DRIVEN FRAMEWORK TO INVEST IN WORLD-CLASS PUBLIC SPACES, ADDRESS CRIME AND PUBLIC SAFETY, BRING LIFE TO COMMERCIAL CORRIDORS, CONNECT LOW-INCOME RESIDENTS TO CAREERS, AND PROMOTE JOB GROWTH AND INNOVATION. 0 0 3821331 1115978 CLEAN AND SAFE - UNIVERSITY CITY DISTRICT'S SEVEN-DAY-A-WEEK TEAM OF MORE THAN 100 AMBASSADORS AND MAINTENANCE WORKERS HELP TO SET THE FOUNDATION FOR A CLEAN, SAFE, WELCOMING AND VIBRANT UNIVERSITY CITY DISTRICT FOR TENS OF THOUSANDS OF RESIDENTS, EMPLOYEES, STUDENTS AND VISITORS. THEY SERVE AS A HIGHLY VISIBLE DETERRENT TO CRIME, PROVIDING ADDITIONAL EYES AND EARS ON THE STREET FOR POLICE AND SECURITY PATROLS. THEY ALSO WORK TO ELIMINATE GRAFFITI AND SUPPLEMENT TRASH REMOVAL ON UNIVERSITY CITY SIDEWALKS. APPROXIMATELY 55,000 PEOPLE, 100 ORGANIZATIONS AND 200 BUSINESSES BENEFIT FROM THE PROGRAM. 590449 6381 MARKETING - UNIVERSITY CITY DISTRICT STAFF PROMOTE THE NEIGHBORHOOD AS A VIBRANT DESTINATION, RUNNING OUTDOOR EVENTS, ORGANIZING RETAIL AND RESTAURANT PROMOTIONS, AND DRIVING PEDESTRIAN TRAFFIC TO UNIVERSITY CITY'S COMMERCIAL CORRIDORS. APPROXIMATELY 55,000 PEOPLE, 100 ORGANIZATIONS AND 200 BUSINESSES BENEFIT FROM THE PROGRAM. 2421331 1360057 ECONOMIC DEVELOPMENT - UNIVERSITY CITY DISTRICT PLANS AND IMPLEMENTS PUBLIC SPACE IMPROVEMENTS AND CAPITAL INVESTMENTS TO PROMOTE THE COMMERCIAL AND RESIDENTIAL VIBRANCY OF THE NEIGHBORHOOD. THE DISTRICT'S FOCUS ON RETAIL ATTRACTION AND SUPPORT ADDS TO THE COMMERCIAL LANDSCAPE OF UNIVERSITY CITY. IN ADDITION, THE DISTRICT ORGANIZES ITS INSTITUTIONAL AND BUSINESS PARTNERS AROUND SHARED SERVICES, MOST NOTABLY LUCY (LOOP THROUGH UNIVERSITY CITY). LUCY IS A MINI-TRANSIT SYSTEM, OPERATED BY SEPTA, THAT PROVIDES A CRITICAL LINK BETWEEN PHILADELPHIA'S TRANSPORTATION HUB AT 30TH STREET STATION AND UNIVERSITY CITY'S LARGEST EMPLOYERS. APPROXIMATELY 55,000 PEOPLE, 100 ORGANIZATIONS AND 200 BUSINESSES BENEFIT FROM THE PROGRAM. 564679 3642 SKILLS INITIATIVE - THE WEST PHILADELPHIA SKILLS INITIATIVE IS A WORKFORCE DEVELOPMENT PROGRAM WITH A MISSION TO CONNECT WEST PHILADELPHIA EMPLOYERS SEEKING TALENT TO WEST PHILADELPHIANS SEEKING OPPORTUNITY TO BUILD LOCAL WORKFORCE CAPACITY AND TO SUPPORT ITS PARTICIPANTS IN REALIZING THEIR FULL ECONOMIC POTENTIAL. APPROXIMATELY 300 PEOPLE, 20 BUSINESSES AND 30 ORGANIZATIONS BENEFIT FROM THE PROGRAM. 564679 3642 7397790 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 23 1 0 0 0 0 0 0 0 0 0 0 X 26 26 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X X MATT BERGHEISER EXECUTIVE DIRECTOR 2152430555 3940-42 CHESTNUT STREET PHILADELPHIA PA 19104 CRAIG CARNAROLI CHAIRMAN, OFFICER 2.00 X 0 0 0 JAMES R TUCKER VICE-CHAIR, OFFICER 2.00 X 0 0 0 DAVID J ADELMAN VICE-CHAIR, OFFICER 2.00 X 0 0 0 JOSEPH TRAINOR TREASURER, OFFICER 2.00 X 0 0 0 MAUREEN RUSH SECRETARY, OFFICER 2.00 X 0 0 0 MADELINE BELL BOARD MEMBER 1.00 X 0 0 0 DELLA CLARK BOARD MEMBER 1.00 X 0 0 0 JAMIE GAUTHIER BOARD MEMBER 1.00 X 0 0 0 JULIAN GORESKO BOARD MEMBER 1.00 X 0 0 0 BARRY GROSSBACH BOARD MEMBER 1.00 X 0 0 0 CURTIS M HESS BOARD MEMBER 1.00 X 0 0 0 LINDSAY JOHNSTON BOARD MEMBER 1.00 X 0 0 0 MICHAEL JONES BOARD MEMBER 1.00 X 0 0 0 THOMAS KLARITCH BOARD MEMBER 1.00 X 0 0 0 DANIEL LIBERATOSCIOLI BOARD MEMBER 1.00 X 0 0 0 DONALD E MELNICK BOARD MEMBER 1.00 X 0 0 0 MARK MILLS BOARD MEMBER 1.00 X 0 0 0 BRAD PAUL BOARD MEMBER 1.00 X 0 0 0 SUSAN E PHILLIPS BOARD MEMBER 1.00 X 0 0 0 JOE REAGAN JR BOARD MEMBER 1.00 X 0 0 0 JOE RITCHIE BOARD MEMBER 1.00 X 0 0 0 WILLIAM SCHWARTZ BOARD MEMBER 1.00 X 0 0 0 NELSON SHAFFER BOARD MEMBER 1.00 X 0 0 0 DOUGLAS R SMITH BOARD MEMBER 1.00 X 0 0 0 TANYA STEINBERG BOARD MEMBER 1.00 X 0 0 0 JOHN VITALI BOARD MEMBER 1.00 X 0 0 0 MATTHEW BERGHEISER EXECUTIVE DIRECTOR 40.00 X 202207 0 30981 202207 0 30981 1 0 1 0 0 27661 5746846 5774507 LUCY INCOME 485000 1360057 1360057 PUBLIC SAFETY 900099 968336 968336 PUBLIC SPACE MAINTENAN 900099 77079 77079 GENERAL SERVICES 900099 70563 70563 OTHER 900099 3642 3642 6381 6381 2486058 19577 19577 8280142 2486058 0 19577 243047 243047 1209906 1007722 125408 76776 28948 24325 2424 2199 139094 107481 26235 5378 101060 76939 18322 5799 17294 14285 3009 44666 35481 6903 2282 65345 17285 463 47597 111664 111664 201749 149375 42181 10193 20961 16680 3211 1070 195245 181382 10438 3425 190867 187968 2174 725 PUBLIC SAFETY 2045264 2045264 DISTRICT SERVICES 1462950 1462950 LUCY PROGRAM 1360057 1360057 CAPITAL PROJECTS 189460 189460 473622 409472 51919 12231 8101199 7397790 535734 167675 3186 90109 2117071 1822955 347683 831876 521255 413385 559143 542947 3113802 2488912 270823 624890 606249 688002 101501 100625 4526911 5114789 378488 447926 43763 67306 300000 0 722251 515232 X 2808265 2856114 996395 1743443 3804660 4599557 4526911 5114789 X 178943 2720 1258810 -645576 X 0 1 X 1 0 X 4715520 6111099 5300081 5251260 5774507 27152467 1701038 2174791 2323670 2473425 2486058 11158982 6416558 8285890 7623751 7724685 8260565 38311449 0 0 0 38311449 11109 26413 15319 16531 19577 88949 11109 26413 15319 16531 19577 88949 13217 18246 31463 6440884 8330549 7639070 7741216 8280142 38431861 0.99690 0.99590 0.00230 0.00250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 700983 60000 19569 780552 547335 60000 93648 700983 426091 60000 61244 547335 353107 60000 12984 426091 242841 60000 51044 778 353107 0.88140 0.11860 1 0 1913640 1913640 0 187791 169644 18147 1012371 405628 606743 624890 VANGUARD INVESTMENTS 688002 F 688002 X 9541672 2720 1258810 1261530 8280142 0 8280142 8746775 645576 645576 8101199 0 8101199 PART V, LINE 4: THE TERM ENDOWMENT IS TO BE USED TO BENEFIT CLARK PARK. THE QUASI-ENDOWMENT WAS ESTABLISHED BY THE BOARD AS A RESERVE FOR THE FURTHERANCE OF THE ORGANIZATION'S MISSION. PART X, LINE 2: MANAGEMENT OF THE DISTRICT CONSIDERS THE LIKELIHOOD OF CHANGES BY TAXING AUTHORITIES IN ITS FILED INCOME TAX RETURNS AND RECOGNIZES A LIABILITY FOR OR DISCLOSES POTENTIAL SIGNIFICANT CHANGES THAT MANAGEMENT BELIEVES ARE MORE LIKELY THAN NOT TO OCCUR UPON EXAMINATION BY TAX AUTHORITIES, INCLUDING CHANGES TO THE DISTRICT'S STATUS AS A NOT-FOR-PROFIT ENTITY. MANAGEMENT BELIEVES THE DISTRICT MET THE REQUIREMENTS TO MAINTAIN ITS TAX-EXEMPT STATUS AND HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS SUBJECT TO THE UNRELATED BUSINESS INCOME TAX THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE DISTRICT'S INCOME TAX RETURNS FOR THE PAST THREE YEARS ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES, AND MAY CHANGE UPON EXAMINATION. X X X 0 0 0 0 0 0 0 0 0 MATTHEW BERGHEISER EXECUTIVE DIRECTOR 177207 0 25000 0 0 0 6390 0 24591 0 233188 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 MAUREEN RUSH, A VICE-PRESIDENT AT THE UNIVERSITY OF PENNSYLVANIA, REPORTS TO CRAIG CARNAROLI, THE EXECUTIVE VICE-PRESIDENT AT THE UNIVERSITY OF PENNSYLVANIA. THE BOARD'S SHARED COLLABORATIVE NATURE HAS PROVIDED THE FOUNDATION FOR UCD'S CREATION. THIS SAME SHARED VISION FOR COLLABORATION AND INNOVATION HAS ALLOWED THE BOARD MEMBERS TO PARTNER WITH EACH OTHER IN THE AREAS OF EDUCATION, RESEARCH, HEALTH CARE AND DEVELOPMENT. FORM 990, PART VI, SECTION B, LINE 11 THE AUDITOR SUBMITS A DRAFT 990 TO THE EXECUTIVE DIRECTOR AND TREASURER FOR REVIEW. THEY WILL, IN TURN, PROVIDE A COPY TO THE EXECUTIVE/FINANCE COMMITTEE FOR THEIR REVIEW. QUESTIONS AND COMMENTS FROM THEIR REVIEW WILL BE FORWARDED TO THE TREASURER. THE TREASURER WILL CONVEY THESE QUESTIONS AND COMMENTS TO THE AUDITORS. THE TREASURER WILL REPORT BACK TO THE EXECUTIVE/FINANCE COMMITTEE WITH THE AUDITOR'S COMMENTS. AT THAT TIME THE EXECUTIVE/FINANCE COMMITTEE WILL EITHER APPROVE THE DRAFT OR CONTACT THE AUDITOR WITH ADDITIONAL COMMENTS. AFTER THE EXECUTIVE/FINANCE COMMITTEE APPROVES THE DRAFT 990, THE BOARD IS SOLICITED FOR COMMENTS. THE BOARD WILL BE NOTIFIED BY EMAIL THAT THE DRAFT HAS BEEN REVIEWED BY THE EXECUTIVE/FINANCE COMMITTEE AND HAS BEEN ACCEPTED BY THEM AND A COPY OF THE DRAFT 990 WILL BE ATTACHED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REMINDED TO REPORT THE POTENTIAL OF A CONFLICT OF INTEREST AT BOARD MEETINGS, AT WHICH TIME IT WOULD BE DISCUSSED AMONG THE BOARD. SHOULD A CONFLICT BE DECLARED, THE CONFLICTED MEMBER WOULD RECUSE HIMSELF OR HERSELF IN ACCORDANCE WITH THE CORPORATE POLICY. FORM 990, PART VI, SECTION B, LINE 15A A COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF THE UNIVERSITY CITY DISTRICT REVIEWS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR, AND SETS COMPENSATION. THE COMMITTEE CONSISTS OF THE BOARD CHAIRMAN, VICE CHAIRMEN AND TREASURER. COMPENSATION IS BENCHMARKED THROUGH THE INTERNATIONAL DOWNTOWN ASSOCIATION'S COMPENSATION SURVEY. THE EXECUTIVE DIRECTOR IS THE ONLY EMPLOYEE SUBJECT TO THIS REVIEW PROCESS. THE LAST TIME THIS PROCESS WAS CONDUCTED WAS IN JUNE 2015. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICIES ARE AVAILABLE TO THE PUBLIC UPON REQUEST THROUGH THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: IN-KIND EXPENSES -645,576.