2015-05-08T07:30:16-05:00 2014-06-30 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990 2013-07-01 237046393 URBAN AFFAIRS COALITION URBA 2158510110 1207 CHESTNUT STREET- 7TH FLOOR PHILADELPHIA PA 19107 SHARMAIN MATLOCK-TURNER PRESIDENT & CEO 2158510110 2015-05-06 1 PAUL J KELLY III CPA P01780986 2156433900 2013 2016-02-25 16:41:14Z SHARMAIN MATLOCK-TURNER 1207 CHESTNUT STREET- 7TH FLOOR PHILADELPHIA PA 19107 21771597 0 X WWW.UAC.ORG X 1991 PA URBAN AFFAIRS COALITION UNITES GOVERNMENT, BUSINESS, NEIGHBORHOODS & INDIVIDUAL INITIATIVE. 40 39 518 125000 0 0 23764667 21362298 306591 198902 8322 25826 174396 41235 24253976 21628261 193007 153077 0 0 13732140 12544259 0 0 202370 10969077 8714995 24894224 21412331 -640248 215930 6307013 5403830 6290266 5677101 16747 -273271 X THE URBAN AFFAIRS COALITION UNITES GOVERNMENT, BUSINESS, NEIGHBORHOODS, AND INDIVIDUAL INITIATIVES TO IMPROVE THE QUALITY OF LIFE IN THE REGION, BUILD WEALTH IN URBAN COMMUNITIES, AND SOLVE EMERGING ISSUES. 0 0 9760892 21628 142146 COMMUNITY INTERVENTION AND SUPPORT: THE URBAN AFFAIRS COALITION HAS A LONG HISTORY OF ADDRESSING COMMUNITY INEQUITIES AND BUILDING INITIATIVES TO IMPROVE THE QUALITY OF LIFE IN PHILADELPHIA AND THE SURROUNDING REGION. FOR NEARLY FORTY-FIVE YEARS, THE AGENCY HAS WORKED TO STRENGTHEN THE NONPROFIT SECTOR THROUGH TAILORED TECHNICAL ASSISTANCE THAT ENSURES ADMINISTRATIVE EFFICIENCY, LEGAL AND REGULATORY COMPLIANCE, STRONG FISCAL STEWARDSHIP, AND BEST-IN-CLASS COMMUNITY/PROGRAMMATIC IMPACT. WITH A STAFF OF OVER 350 EMPLOYEES THAT SERVE OVER 100,000 PEOPLE IN THE REGION ANNUALLY, THE COALITION'S MAJOR PROGRAMS PROVIDE COMMUNITY INTERVENTION AND SUPPORT TO THOSE FACING MULTIPLE BARRIERS TO SUCCESS AND SELF-SUFFICIENCY; IMPROVE CHANCES FOR YOUNG PEOPLE AND LOW-INCOME FAMILIES; ASSIST PEOPLE AT-WORK TO IMPROVE EDUCATIONAL OPTIONS FOR RESIDENTS OF ALL AGES; AND THROUGH A WIDE ARRAY OTHER INITIATIVES THAT ADDRESS COMMUNITY NEEDS THROUGH DIRECT SERVICE, POLICY ADVOCACY, AND COMMUNITY INITIATIVES LARGE AND SMALL. CITYWIDE, THE COALITION OFFERS A ROBUST SET OF POSITIVE OUTLETS FOR YOUNG PEOPLE: PREPARING THEM FOR SELF-SUFFICIENCY AND ADULTHOOD THROUGH SUMMER EMPLOYMENT JOBS, WORKFORCE TRAINING, CAREER EXPOSURE, TECHNOLOGY TRAINING, LIFE-COACHING; PROMOTING HEALTH AND WELL-BEING THROUGH HEALTH PROMOTION PROGRAMMING, SEXUAL HEALTH EDUCATION, ANTI-DRUG/ANTI-VIOLENCE ACTIVITIES, ATHLETICS, AND SOCIAL/PEER SUPPORT GROUPS; AND ACCESS TO TAILORED SERVICES FOR YOUTH WITH SPECIAL NEEDS -- LGBT, FOSTER CARE, OUT OF SCHOOL, OR HOMELESS. UAC HAS A COMPARABLE SET OF SERVICES FOR ADULTS WITH SERVICES FOR PEOPLE EXPERIENCING HOMELESSNESS, LOOKING FOR EMPLOYMENT, SEEKING FINANCIAL SECURITY, NEEDING DRUG/ALCOHOL TREATMENT, AND MORE. IN ADDITION TO THESE DIRECT SERVICE PROGRAMS, UAC OFFERS: TRAINING FOR PEOPLE LOOKING TO START BUSINESSES, ECONOMIC INCLUSION OPPORTUNITIES, FINANCIAL EDUCATION, ACCESS TO CAPITAL, ASSISTANCE WITH TAX AND BENEFIT FILING, AND VOLUNTEER/COMMUNITY SERVICE OPPORTUNITIES. 3628841 HOMELESSNESS - PROGRAMS PROVIDE HIGH QUALITY TEMPORARY HOUSING AND OTHER SUPPORTIVE SERVICES THROUGHOUT THE CITY, HELPING HOMELESS INDIVIDUALS SUCCESSFULLY OVERCOME MULTIPLE LIFE BARRIERS SUCH AS MENTAL ILLNESS, PRIOR INCARCERATION AND/OR SUBSTANCE ABUSE ISSUES. 1780589 ECONOMIC DEVELOPMENT - CONVENES MULTI-SECTOR PARTNERSHIPS TO ADDRESS ISSUES LIKE FINANCIAL LITERACY, AFFORDABLE HOUSING, SMALL BUSINESS DEVELOPMENT, MINORITY INCLUSION IN THE CONSTRUCTION INDUSTRY AND FORECLOSURE PREVENTION AND DELIVERS PROGRAMMING AND CONSULTANCY TOWARDS THE AMELIORATION THESE ISSUES. 3127104 131449 56756 OTHER PROGRAMS INCLUDE:EDUCATION: A SIGNIFICANT PORTION OF THE COALITION'S PROGRAMS FOCUS ON IMPROVING EDUCATIONAL OUTCOMES AND INCREASING EDUCATIONAL OPTIONS FOR UNDERSERVED COMMUNITIES WITH ACTIVITIES SUCH AS EARLY CHILDHOOD LEARNING PROJECTS, WORKSHOPS ABOUT EDUCATIONAL OPTIONS AND SCHOLARSHIPS, ACADEMIC ACHIEVEMENT CLASSES, STRUCTURED FIELD TRIPS, COLLEGE VISITS, POLICY ADVOCATES, AND MORE. HIV/AIDS SERVICES: A HOME TO MANY OF PHILADELPHIA'S GROUND-BREAKING INITIATIVES THAT TACKLED THE HIV/AIDS CRISIS DURING ITS TRAILBLAZING PHASE, UAC HAS A WELL-ESTABLISHED BASE OF SERVICES AND PROGRAMS AIMED AT PREVENTING THE SPREAD AND CONTRACTION OF HIV THROUGH SEXUAL HEALTH PROMOTION, STD PREVENTION EDUCATION, AND STD TESTING; AND PROVIDING DIRECT SERVICE PROGRAMMING TO PEOPLE AT-RISK FOR OR LIVING WITH HIV/AIDS, INCLUDING ONE-ON-ONE COUNSELING AND GROUP INTERVENTION SERVICES, PUBLIC AWARENESS BUILDING, REFERRALS TO CARE, AND COMMUNITY OUTREACH TO AT-RISK POPULATIONS AS WELL AS EPIDEMIOLOGICAL SURVEILLANCE AND REPORTING.EMPLOYMENT TRAINING: PROVIDE OPPORTUNITIES TO LOW-INCOME YOUTH FOR EMPLOYMENT TRAINING AND WORKFORCE PREPAREDNESS THROUGH SUMMER INTERNSHIPS AND WORK EXPERIENCES WITH CIVIC AND COMMUNITY BASED ORGANIZATIONS, PUBLIC SECTOR ENTITIES, AND COMPANIES.FINANCIAL EDUCATION LITERACY & TAX SERVICES: PROGRAM PROVIDES FREE TAX AND BENEFITS ASSISTANCE FOR LOW INCOME INDIVIDUALS AND FAMILIES AND WORKSHOPS FOCUSED ON FINANCIAL LITERACY AND EDUCATION TO WORKING FAMILIES CITYWIDE TO BOLSTER SELF-SUFFICIENCY AND BUILD WEALTH IN URBAN COMMUNITIES. 3127104 131449 56756 18297426 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 350 0 518 1 0 0 0 0 0 1 1 0 0 0 0 X 40 39 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X THOMAS GREENWOOD CFO 2158510110 1207 CHESTNUT STREET- 7TH FLOOR PHILADELPHIA PA 19107 GRANT RAWDIN ESQ BOARD CHAIR 1.00 X X 0 0 0 WILLIAM SMITH VICE CHAIR 1.00 X X 0 0 0 BRIAN K EDMONDS SECRETARY 5.00 X X 0 0 0 DENNIS M ALLEN BOARD MEMBER 1.00 X 0 0 0 RONALD A BRADLEY BOARD MEMBER 1.00 X 0 0 0 DAVID R BRIGHT BOARD MEMBER 1.00 X 0 0 0 DAVID W BROWN BOARD MEMBER 1.00 X 0 0 0 STEPHEN M CURTIS PHD BOARD MEMBER 1.00 X 0 0 0 DANIEL K FITZPATRICK CFA BOARD MEMBER 1.00 X 0 0 0 CAROLYN L GREEN BOARD MEMBER 1.00 X 0 0 0 DANIEL J HILFERTY BOARD MEMBER 1.00 X 0 0 0 REV DR LORINA MARSHALL-BLAKE BOARD MEMBER 1.00 X 0 0 0 DENEAN WILLIAMS BOARD MEMBER 1.00 X 0 0 0 HERBERT YOUNG BOARD MEMBER 1.00 X 0 0 0 BERNARD E ANDERSON PHD BOARD MEMBER 1.00 X 0 0 0 MARK BULLOCK ESQ BOARD MEMBER 1.00 X 0 0 0 KATHERINE L CLUPPER BOARD MEMBER 1.00 X 0 0 0 PATRICK J EIDING BOARD MEMBER 1.00 X 0 0 0 WILLIAM H EWING ESQ BOARD MEMBER 1.00 X 0 0 0 MARISA GUERIN PHD BOARD MEMBER 1.00 X 0 0 0 HAROLD JAMES BOARD MEMBER 1.00 X 0 0 0 RHONDA H LAUER BOARD MEMBER 1.00 X 0 0 0 CAROL CLARK LAWRENCE BOARD MEMBER 1.00 X 0 0 0 TERRI J LEE BOARD MEMBER 1.00 X 0 0 0 ALAN LINDY BOARD MEMBER 1.00 X 0 0 0 BR MICHAEL J MCGINNISS FSC PHD BOARD MEMBER 1.00 X 0 0 0 SHARMAIN MATLOCK-TURNER PRESIDENT & CEO 35.00 X X 165852 0 14109 REV WILLIAM B MOORE BOARD MEMBER 1.00 X 0 0 0 ANNE MORRISSEY BOARD MEMBER 1.00 X 0 0 0 ASHISH PARIKH BOARD MEMBER 1.00 X 0 0 0 RICK SAUER BOARD MEMBER 1.00 X 0 0 0 MARVIN E SCHUMAN BOARD MEMBER 1.00 X 0 0 0 DONN SCOTT BOARD CHAIR 1.00 X 0 0 0 BERNARD W SMALLEY ESQ BOARD MEMBER 1.00 X 0 0 0 HON MARIAN B TASCO BOARD MEMBER 1.00 X 0 0 0 REV MARK KELLY TYLER PHD BOARD MEMBER 1.00 X 0 0 0 WILLIAM L WILSON BOARD MEMBER 1.00 X 0 0 0 WRENTON WRIGHT BOARD MEMBER 1.00 X 0 0 0 PAUL BRAUER BOARD MEMBER 1.00 X 0 0 0 CECILIA YEP BOARD MEMBER 1.00 X 0 0 0 KEITH DAVISTON CFO/TREASURER 35.00 X 152985 0 13227 KEVIN SATTERTHWAITE COO 35.00 X 131091 0 17261 449928 0 44597 3 0 1 0 THE HIERARCHY PO BOX 793 CHESTER PA 19016 COMPUTERS AND NETWORK 139880 1 241173 17829729 3291396 21362298 COMMUNITY PROGRAMS 561000 142146 142146 CONSULTING FEES 561000 56756 56756 198902 25826 25826 36152 22185 13967 13967 13967 54336 241173 121151 -66815 -66815 OTHER REVENUE 900099 65103 65103 ADMINISTRATION FEE INCOME 900009 28980 28980 94083 21628261 198902 0 67061 X 153077 153077 272340 272340 9629052 8237932 1386103 5017 57751 51752 5967 32 1883272 1582828 300088 356 701844 584560 116320 964 27101 27101 12740 12740 131895 127111 4784 31827 31827 2905439 2547539 227797 130103 10026 9947 79 478669 452756 17258 8655 245876 230410 15466 2607875 2304382 295589 7904 232691 225226 7465 167409 129733 7765 29911 79514 79514 7427 7427 387677 328789 58888 PROGRAM ACTIVITIES/EXPE 696499 676188 1506 18805 EQUIPMENT 337127 326109 10900 118 INCENTIVE EXPENSE 226536 226536 MISCELLANEOUS 63457 26197 36830 430 65210 49253 15882 75 21412331 18297426 2912535 202370 463524 895428 4621987 3631779 480734 316639 83076 145556 236173 236173 7426 0 167803 68914 482463 345514 6307013 5403830 3182016 2297664 792881 921901 1770000 1600000 545369 857536 6290266 5677101 X -1429962 -2591340 1446709 2318069 16747 -273271 6307013 5403830 215930 -98889 -407059 0 X X 0 1 X 1 1 1 X 30686567 28574470 28889369 23764667 21416634 133331707 30686567 28574470 28889369 23764667 21416634 133331707 133331707 931 7207 33301 25826 67265 211420 240379 94083 545882 133944854 1048408 0.99540 0.99690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31827 31827 21380504 21412331 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 7322 46801 50251 31827 136201 250000 250000 250000 250000 1000000 1500000 6276 6276 236173 236173 0 0 RESERVE FOR UNEMPLOYMENT CLAIMS 331443 DEPOSITS 14071 345514 UNEMPLOYEMENT LIABILITY PAYABLE 488360 DEFERRED RENT 194176 DUE TO CONGRESO DE LATINO UNIDOS 175000 857536 X 21735521 -98889 62813 143336 107260 21628261 0 21628261 21618480 62813 143336 206149 21412331 0 21412331 PART X, LINE 2: THE COALITION IS A NON-PROFIT ENTITY AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. THE COALITION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME TAXES. THE COALITION FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE GUIDANCE FURTHER PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE APPLICATION OF THIS STANDARD HAD NO IMPACT ON THE COALITION'S FINANCIAL STATEMENTS. THE COALITION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. THE TAX RETURNS FOR THE YEARS 2013, 2012 AND 2011 ARE OPEN FOR FEDERAL AND STATE TAX EXAMINATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 121,151. RENTAL EXPENSES 22,185. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 121,151. RENTAL EXPENSES 22,185. 44TH ANNIVERSARY BREAKFAST 295509 241173 54336 1445 30177 89529 295509 241173 54336 1445 30177 89529 121151 -66815 1 SCHOLARSHIPS 18 153077 PART I, LINE 2: SCHORLARSHIPS ARE GIVEN BY PROGRAMS TO QUALIFIED STUDENTS. EACH PROGRAM HAS CRITERIA FOR EVALUATING ELIGIBILITY. DOCUMENTATION IS MAINTAINED BY THE PROGRAM AND WITH CHECK BACKUP. X X X 0 0 0 0 0 0 0 0 0 SHARMAIN MATLOCK-TURNER PRESIDENT & CEO 165852 0 0 0 0 0 4331 0 9778 0 179961 0 0 0 KEITH DAVISTON CFO/TREASURER 152985 0 0 0 0 0 0 0 13227 0 166212 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS EMAILED TO THE BOARD MEMBERS FOR THEIR REVIEW. BOARD MEMBERS ARE ASKED TO REVIEW THE FORM AND SUBMIT QUESTIONS AND CHANGES BEFORE THE FILING. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTIVITY OR TRANSACTION THAT MAY REPRESENT A POSSIBLE CONFLICT OF INTEREST, A DIRECTOR, OFFICER OR VOLUNTEER MUST DISCLOSE THE EXISTENCE OF HIS OR HER POSSIBLE CONFLICT OF INTEREST TO THE AUDIT AND FINANCE COMMITTEE AND WILL BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS. THE BOARD'S DUE DILIGENCE PROCESS INCLUDES ANNUAL REVIEW OF THE CONFLICT OF INTEREST POLICY BY UAC COUNSEL AND GOVERNANCE COMMITTEE. THE POLICY IS DISTRIBUTED TO BOARD MEMBERS AND REQUIRED TO BE SIGNED AND RETURNED TO GOVERNANCE COMMITTEE FOR REVIEW AND FORWARDED TO UAC CONTROLLER WITH DETAIL LIST OF ANY NOTED CONFLICTS. THE AUDIT AND FINANCE COMMITTEE MAY RECOMMEND MEASURES TO ENSURE THAT THE TRANSACTION WILL NOT PRESENT A CONFLICT OF INTEREST, OR THE APPEARANCE OF A CONFLICT OF INTEREST. THE AUDIT AND FINANCE COMMITTEE MAY ALSO REFER THE MATTER TO THE EXECUTIVE COMMITTEE FOR ITS REVIEW. FORM 990, PART VI, SECTION B, LINE 15 A PERIODIC COMPENSATION STUDY IS CONDUCTED BY THE HUMAN RESOURCES MANAGER BENCHMARKING SALARIES, JOB TITLE, JOB POSITION, AND SIMILAR SIZE ORGANIZATIONS USING ESTABLISHED INDUSTRY REPORTS AND RESOURCES. THE CEO COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. SENIOR MANAGEMENT COMPENSATION IS REVIEWED AND APPROVED BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE COALITION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES- GROSS SALARIES: PROGRAM SERVICE EXPENSES 354,920. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 354,920. CONTRACT SERVICES- OTHER FRINGES: PROGRAM SERVICE EXPENSES 91,780. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 91,780. CONTRACT SERVICES- CONSULTANTS: PROGRAM SERVICE EXPENSES 459,157. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 459,157. CONSULTANT/CONTRACT: PROGRAM SERVICE EXPENSES 1,459,539. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,459,539. CONTRACT SERVICES - TRAVEL: PROGRAM SERVICE EXPENSES 11,565. MANAGEMENT AND GENERAL EXPENSES 26,540. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,105. CONTRACT SERVICES - ADMINISTRATIVE/OFFICE: PROGRAM SERVICE EXPENSES 35,858. MANAGEMENT AND GENERAL EXPENSES 121,404. FUNDRAISING EXPENSES 128,198. TOTAL EXPENSES 285,460. CONTRACT SERVICES - PROGRAMS/ACTIVITIES: PROGRAM SERVICE EXPENSES 31,038. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,038. CONTRACT SERVICES - OCCUPANCY: PROGRAM SERVICE EXPENSES 5,681. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,681. CONTRACT SERVICES - INSURANCE: PROGRAM SERVICE EXPENSES 1,332. MANAGEMENT AND GENERAL EXPENSES 334. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,666. CONSULTANTS - PHOTOGRAPHY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 587. TOTAL EXPENSES 587. CONSULTANTS - WEB SITE DESIGN/ COMPUTER EXPENSE: PROGRAM SERVICE EXPENSES 2,440. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,440. CONSULTANTS - ENTERPRISE AGENT OUTREACH: PROGRAM SERVICE EXPENSES 1,613. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,613. CONSULTANTS - TRAINING: PROGRAM SERVICE EXPENSES 58,194. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 58,194. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 34,422. MANAGEMENT AND GENERAL EXPENSES 79,519. FUNDRAISING EXPENSES 1,318. TOTAL EXPENSES 115,259. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.