2015-11-16T06:32:16-06:00 2014-12-31 231406493 MORISON COGEN LLP 150 MONUMENT RD - STE 500 BALA CYNWYD PA 19004 990 2014-01-01 231409706 UNITED WAY OF BUCKS COUNTY UNIT 2159491660 413 HOOD BLVD FAIRLESS HILLS PA 19030 JOHN RAMIREZ CHIEF FINANCIAL OFFICER 2159491660 2015-11-12 1 JOSEPH M KISTNER CPA P00157086 2674403000 2014 2016-04-25 22:37:26Z 413 HOOD BLVD FAIRLESS HILLS PA 19030 4655167 0 X N/A X 1952 PA THE MISSION OF UNITED WAY OF BUCKS COUNTY IS TO ADVANCE THE GREATER GOOD BY MOBILIZING THE CARING POWER OF COMMUNITIES. 39 39 31 0 0 0 5035209 4058010 0 0 27701 53011 41098 54180 5104008 4165201 1381265 1021125 0 0 1316395 1176063 0 0 481754 2570164 2027190 5267824 4224378 -163816 -59177 2447843 2293632 439932 363024 2007911 1930608 X UNITED WAY OF BUCKS COUNTY WAS INCORPORATED AS A 501(C)(3) NONPROFIT ORGANIZATION UNDER THE LAWS OF THE COMMONWEALTH OF PA IN 1952. THE MISSION OF THE ORGANIZATION IS TO ADVANCE THE GREATER GOOD BY MOBILIZING THE CARING POWER OF COMMUNITIES. UNITED WAY IMPROVES LIFE IN BUCKS COUNTY BY BRINGING TOGETHER PEOPLE WHO CARE AND PEOPLE WHO NEED CARE TO DRIVE CHANGE. PRIMARILY, THIS INCLUDES HELPING DONORS DIRECT TIME AND RESOURCES TO WHERE THEY ARE NEEDED MOST IN BUCKS COUNTY. UNITED WAY FOCUSES ON RAISING FUNDS TO INVEST IN PROGRAMS AND ACTIVITIES THAT IMPROVE ACCESS TO A QUALITY EDUCATION, A STABLE INCOME, AND GOOD HEALTH; PROMOTING A CULTURE OF PHILANTHROPY; AND ADVOCATING ON BEHALF OF CAUSES, CLIENTS, AND ORGANIZATIONS. PROJECTS COORDINATED BY THE ORGANIZATION INCLUDE COMMUNITY PLANNING AND PROBLEM SOLVING; INVESTING IN SHORT AND LONG TERM SOLUTIONS TO ISSUES LIKE FOOD INSECURITY, ACCESS TO CARE, AND FAMILY STABILITY; AND SECURING GRANTS TO ADVANCE THESE PROJECTS. 0 0 1021125 938040 ALLOCATIONS - ACTUAL FUNDS DISTRIBUTED TO SOCIAL SERVICE PROGRAMS VIA MEMBER (FUNDED) AGENCIES THAT ADDRESS THE AREAS OF DISABILITIES, EARLY CHILDHOOD, EMERGENCY SERVICES, FAMILY SUPPORT, SENIOR SERVICES, SUBSTANCE ABUSE, VIOLENCE PREVENTION, YOUTH, AND NATIONAL AGENCIES. 2147382 83085 45882 COMMUNITY & AGENCY SERVICES - PLANNING AND COORDINATION OF SERVICES, NEEDS ASSESSMENT, HUMAN SERVICES CONFERENCES, VOLUNTEER EFFORTS, AND PUBLICIZING INFORMATION ON AVAILABLE HUMAN SERVICES AND GIFTS IN-KIND. 87669 3 EMERGENCY FOOD PROGRAMS, GIFTS IN KIND, AND COMMUNITY SERVICES LABOR LIAISON. 62774 COMMUNITY IMPACT: FUNDS INVESTED IN TARGETING COMMUNITY PROJECTS THAT BRING TOGETHER COLLABORATIVE EFFORTS BY ENGAGING SYSTEMS, INCLUDING GOVERNMENTS, BUSINESS, FAITH GROUPS, EDUCATIONAL, NON-PROFITS AND CITIZENS TO ADDRESS COMMUNITY CONDITIONS OR CRITICAL NEEDS. 130053 DONOR DESIGNATIONS-MEMBER AGENCIES, NON-MEMBER AGENCIES, AND OTHER 51877 FUNDS DISTRIBUTION: FUNDS INVESTED IN THE ACTIVITIES OF HUMAN SERVICE PLANNING, THE PROCESS OF ALLOCATING THE DOLLARS RAISED IN THE ANNUAL CAMPAIGN, AND THE ONGOING DEVELOPMENT AND RELATIONSHIP WITH MEMBER (FUNDED) AND AFFILIATE (NON-FUNDED) AGENCIES. 244704 3500880 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 15 0 1 31 1 0 0 0 0 0 0 0 0 0 0 0 X 39 39 0 0 0 0 0 1 0 1 1 0 0 1 1 1 0 1 1 1 1 0 PA NJ X ORGANIZATION 2159491660 413 HOOD BLVD FAIRLESS HILLS PA 19030 MICHAEL CONNOR BOARD CHAIR 1.00 X X 0 0 0 NATHAN SMEDLEY VICE CHAIR, COMMUNITY IMPACT 1.00 X X 0 0 0 TODD A ALDERFER VICE CHAIR, RESOURCE DEVELOPMENT 1.00 X X 0 0 0 TRISH MARKEL-MULLIGAN IMMEDIATE PAST BOARD CHAIR 1.00 X X 0 0 0 VINCE MANDES TREASURER 1.00 X X 0 0 0 FRANCIS SULLIVAN ESQ SECRETARY 1.00 X X 0 0 0 BRIAN JETER BOARD MEMBER 1.00 X 0 0 0 JEANE COYLE BOARD MEMBER 1.00 X 0 0 0 FRANCINE BLOCK BOARD MEMBER 1.00 X 0 0 0 BOB CARUSO BOARD MEMBER 1.00 X 0 0 0 DAVID FREEMAN BOARD MEMBER 1.00 X 0 0 0 STEVE GALLUCCI BOARD MEMBER 1.00 X 0 0 0 GLYNN KEY BOARD MEMBER 1.00 X 0 0 0 SAMUEL LEE BOARD MEMBER 1.00 X 0 0 0 DOREEN MASALTA BOARD MEMBER 1.00 X 0 0 0 CATHERINE MCELROY BOARD MEMBER 1.00 X 0 0 0 SONNY PARIKH BOARD MEMBER 1.00 X 0 0 0 JOANN PEROTTI BOARD MEMBER 1.00 X 0 0 0 SUSAN ECKERT BOARD MEMBER 1.00 X 0 0 0 PAT WALKER BOARD MEMBER 1.00 X 0 0 0 JOYCE MUNDY BOARD MEMBER 1.00 X 0 0 0 MICHAEL SHAVEL BOARD MEMBER 1.00 X 0 0 0 MARTHA FEINBERG WOGLOM BOARD MEMBER 1.00 X 0 0 0 JACQUELINE BOWERS BOARD MEMBER 1.00 X 0 0 0 DR GARY L BOWMAN BOARD MEMBER 1.00 X 0 0 0 KATHLEEN BRETT BOARD MEMBER 1.00 X 0 0 0 LYNN BUSH BOARD MEMBER 1.00 X 0 0 0 DR RICHARD O COE BOARD MEMBER 1.00 X 0 0 0 KAREN DAWKINS BOARD MEMBER 1.00 X 0 0 0 J PETER DOMINICK BOARD MEMBER 1.00 X 0 0 0 THOMAS P DONNELLY ESQ BOARD MEMBER 1.00 X 0 0 0 JAMES DOWLING BOARD MEMBER 1.00 X 0 0 0 GROVER FRIEND BOARD MEMBER 1.00 X 0 0 0 DAVID J GONDAK BOARD MEMBER 1.00 X 0 0 0 JACK MCCAUGHAN BOARD MEMBER 1.00 X 0 0 0 HAROLD F OSWALD JR BOARD MEMBER 1.00 X 0 0 0 SAMUEL SNIPES BOARD MEMBER 1.00 X 0 0 0 CARL WALLNAU BOARD MEMBER 1.00 X 0 0 0 MARK WORTHINGTON BOARD MEMBER 1.00 X 0 0 0 JAMIE HADDON PRESIDENT & CEO 40.00 X 112843 0 19125 JOHN RAMIREZ JR CHIEF FINANCIAL OFFICER 40.00 X 79975 0 19001 192818 0 38126 1 0 0 0 0 11871 2768 1235643 2807728 764582 4058010 29334 29334 497688 474011 23677 23677 23677 24253 2768 15955 8298 8298 FEE REVENUE 900099 26967 26967 MISCELLANEOUS 900099 18915 18915 45882 4165201 45882 0 61309 1021125 1021125 230944 123145 36226 71573 710541 378878 111456 220207 14663 7819 2300 4544 145164 77405 22770 44989 74751 39859 11725 23167 2827 2552 197 78 21356 19276 1489 591 320031 288287 22719 9025 24445 11000 7358 6087 GIFTS IN KIND - GOODS 765412 765412 COMMUNITY PROGRAM EXPEN 459531 459531 FACILITIES & EQUIPMENT 150051 107585 12150 30316 DONOR DESIGNATIONS 130053 130053 153484 68953 13354 71177 4224378 3500880 241744 481754 439930 519692 780387 729223 158919 58722 21047 32187 377999 251703 147953 126296 899607 827512 2447843 2293632 168689 130228 11638 0 13096 0 246509 232796 439932 363024 X 1947911 1870608 60000 60000 2007911 1930608 2447843 2293632 X -59177 -14741 -3385 X X 0 1 X 1 1 1 X 3672410 3864456 4450394 5035209 4055242 21077711 3672410 3864456 4450394 5035209 4055242 21077711 856443 20221268 27401 28715 24672 19840 29334 129962 73874 61685 41223 41098 45882 263762 21471435 0.94180 0.93580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60000 60000 60000 60000 60000 60000 60000 60000 60000 60000 1.00000 0 0 11017 11017 191822 103060 88762 175160 148643 26517 126296 REFUNDABLE AGENCY DEPOSITS 232796 232796 4026218 -14741 5811 -8930 4035148 130053 130053 4165201 4100136 5811 5811 4094325 130053 130053 4224378 PART V, LINE 4: INVESTMENTS ARE RESTRICTED IN PERPETUITY. THE INCOME WILL BE USED TO SUPPORT GENERAL OPERATIONS AND SCHOLARSHIPS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS IN ACCORDANCE WITH A PRIVATE LETTER RULING 130,053. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS IN ACCORDANCE WITH A PRIVATE LETTER RULING 130,053. SPECIAL EVENT 27021 2768 24253 6052 9903 27021 2768 24253 6052 9903 15955 8298 0 A WOMANS PLACE PO BOX 299 DOYLESTOWN PA 18901 232034180 501(C)3 17500 HEALTHY COMMUNITY ALDIE COUNSELING CENTER 228 N MAIN STREET DOYLESTOWN PA 18901 232044355 501(C)3 25000 HEALTHY COMMUNITY AMERICAN RED CROSS LOWER BUCKS 1909 VETERANS HIGHWAY LEVITTOWN PA 19056 231501160 501(C)3 22500 SELF SUFFICENCY BARC PO BOX 470 HOLICONG PA 18928 231489800 501(C)3 10000 SELF SUFFICENCY BIG BROTHERSBIG SISTERS OF BUCKS COUNTY 2875 OLD YORK ROAD JAMISON PA 18929 232461056 501(C)3 40500 EARLY CHILDHOOD & YOUTH DEVELOPMENT BOY SCOUTS OF AMERICA ONE SCOUT WAY DOYLESTOWN PA 18901 231352048 501(C)3 12500 EARLY CHILDHOOD & YOUTH DEVELOPMENT BUCKS COUNTY COUNCIL ON ALCOHOLISM AND DRUG DEPENDENCE INC 252 W SWAM ROAD DOYLESTOWN PA 18901 231972816 501(C)3 23500 EARLY CHILDHOOD & YOUTH DEVELOPMENT BUCKS COUNTY HOUSING GROUP 2324 SECOND STREET PIKE SUITE 17 WRIGHTSTOWN PA 18940 231878791 501(C)3 15000 SELF SUFFICENCY BUCKS COUNTY OPPORTUNITY COUNCIL 100 DOYLE STREET DOYLESTOWN PA 18901 236406222 501(C)3 83500 SELF SUFFICENCY CHILD HOME AND COMMUNITY 144 WOOD STREET DOYLESTOWN PA 18901 232131650 501(C)3 15000 EARLY CHILDHOOD & YOUTH DEVELOPMENT CHILDREN'S DEVELOPMENT 501 W BROAD STREET QUAKERTOWN PA 18951 231981629 501(C)3 28000 EARLY CHILDHOOD & YOUTH DEVELOPMENT CONTACT GREATER PHILADELPHIA PO NOX 167 RICHBORO PA 18954 232148393 501(C)3 11250 HEALTHY COMMUNITY CREDIT COUNSELING CENTER 832 SECOND STREET PIKE RICHBORO PA 18954 232754268 501(C)3 15000 SELF SUFFICENCY FAMILY SERVICE ASSOCIATION OF BUCKS COUNTY 4 CORNERSTONE DRIVE LANGHORNE PA 19047 231427224 501(C)3 212950 HEALTHY COMMUNITY GIRL SCOUTS OF EASTERN PENNSYLVANIA PO BOX 27540 PHILADELPHIA PA 19119 231631930 501(C)3 17500 EARLY CHILDHOOD & YOUTH DEVELOPMENT GOOD FRIENDS INC 868 WEST BRIDGE STREET MORRISVILLE PA 19067 232055761 501(C)3 22100 HEALTHY COMMUNITY HABITAT FOR HUMANITY 31 OAK AVENUE CHALFONT PA 18914 232607106 501(C)3 17500 SELF SUFFICENCY LEGAL AID OF SOUTHEASTERN PA 1290 NEW RODGERS RD BRISTOL PA 19007 231901014 501(C)3 26000 HEALTHY COMMUNITY LIBERTAE 5245 BENSALEM BLVD BENSALEM PA 19020 231901275 501(C)3 40000 HEALTHY COMMUNITY LIFESPAN ADULT DAY HEALTH CENTER 2460 JOHN FRIES HIGHWAY QUAKERTOWN PA 18951 232724856 501(C)3 10000 HEALTHY COMMUNITY LOWER BUCKS COMMUNITY CENTER 9300 NEW FALLS ROAD FALLSINGTON PA 19054 231679601 501(C)3 55000 EARLY CHILDHOOD & YOUTH DEVELOPMENT LOWER BUCKS COUNTY FAMILY YMCA 601 S OXFORD VALLEY ROAD FAIRLESS HILLS PA 19030 231433890 501(C)3 81000 EARLY CHILDHOOD & YOUTH DEVELOPMENT NETWORK OF VICTIM ASSISTANCE 2370 YORK ROAD SUITE B1 JAMISON PA 18929 237438387 501(C)3 54500 HEALTHY COMMUNITY THE PEACE CENTER 102 W MAPLE AVENUE LANGHORNE PA 19047 233047368 501(C)3 9000 EARLY CHILDHOOD & YOUTH DEVELOPMENT UPPER BUCKS YMCA 401 FAIRVIEW AVENUE QUAKERTOWN PA 18951 231713382 501(C)3 40000 EARLY CHILDHOOD & YOUTH DEVELOPMENT VITA EDUCATION SERVICES 8 EAST COURT STREET DOYLESTOWN PA 18901 231977810 501(C)3 10000 SELF SUFFICENCY YWCA OF BUCKS COUNTY 2425 TREVOSE ROAD TREVOSE PA 19053 231429832 501(C)3 33500 EARLY CHILDHOOD & YOUTH DEVELOPMENT X 764582 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE ENTIRE BOARD OF DIRECTORS VOTE ON THE EXECUTIVES FOR THE YEAR. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF THE 990 IS REVIEWED BY THE BOARD OF DIRECTORS BEFORE SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT, CEO AND OTHER KEY EMPLOYEES, COMPARABLE DATA FROM WITHIN THE UNITED WAY SYSTEM, PLUS FROM WITHIN SOCIAL SERVICE ORGANIZATIONS WITHIN THE COMMUNITY, ARE COLLECTED AS PART OF THE COMPENSATION REVIEW PROCEDURES. THE BOARD MUST APPROVE COMPENSATION AND THAT INFORMATION IS MADE AVAILABLE FOR ALL MEMBERS TO REVIEW. FORM 990, PART VI, SECTION C, LINE 19 UNITED WAY OF BUCKS COUNTY GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON GUIDESTAR.ORG, AND ALL OTHERS ARE AVAILABLE BY WRITTEN REQUEST. FORM 990, PART XI, LINE 9: PRIOR YEAR AUDIT ADJUSTMENT NOT REFLECTED ON FORM 990 IN 2013 -3,385. 990 PAGE 11, PART XI LINE 2C THE ORGANIZATION HAS A COMITTEE THAT HAS OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THIS HAS NOT BEEN CHANGED SINCE THE PRIOR YEAR.