UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY (EIN 23-1556045)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-12
- IRS object ID
- 201400439349301745
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-12T15:34:21-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLIGAN & COMPANY LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 N 22ND ST FL 2 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 191031302 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231556045 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF GREATER PHILADELPHIA | BusinessNameLine1 |
| Business Name Line2 | AND SOUTHERN NEW JERSEY | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 2156652500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1709 BENJAMIN FRANKLIN PARKWAY | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN CLEARY | Name |
| Title | SENIOR VP FINANCE & OPERATIONS | Title |
| Phone | 2156652500 | Phone |
| Date Signed | 2014-01-08 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAVON CHANCY | Name |
| Phone | 2154969100 | Phone |
| Date Prepared | 2014-02-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 91482057 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UNITEDFORIMPACT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Activity Or Mission Description | TO HARNESS, LEVERAGE AND STRATEGICALLY INVEST THE COLLECTIVE POWER OF DONORS, ADVOCATES AND VOLUNTEERS, TO DRIVE MEASURABLE RESULTS THAT IMPROVE THE LIVES OF PEOPLE IN OUR REGION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 65 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 65 | NbrIndependentVotingMembers |
| Total Nbr Employees | 189 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 59962909 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 63153710 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 180358 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 21745 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 866064 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1361939 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2695034 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3389950 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 63704365 | TotalRevenuePriorYear |
| Total Revenue Current Year | 67927344 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 39671019 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 49606286 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8728497 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12463543 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 113353 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 129678 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 6317421 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7506474 | OtherExpensePriorYear |
| Other Expenses Current Year | 7523465 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 56019343 | TotalExpensesPriorYear |
| Total Expenses Current Year | 69722972 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 7685022 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1795628 | RevenuesLessExpensesCY |
| Total Assets BOY | 85308165 | TotalAssetsBOY |
| Total Assets EOY | 99148936 | TotalAssetsEOY |
| Total Liabilities BOY | 29327419 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 34715451 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 55980746 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 64433485 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO HARNESS, LEVERAGE AND STRATEGICALLY INVEST THE COLLECTIVE POWER OF DONORS, ADVOCATES AND VOLUNTEERS, TO DRIVE MEASURABLE RESULTS THAT IMPROVE THE LIVES OF PEOPLE IN OUR REGION. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 12676459 | Expense |
| Grants | 9123062 | Grants |
| Revenue | 12676459 | Revenue |
| Description | EDUCATION - THE IMPACT FUND IMPROVES CRADE TO CAREER LEARNING. AT UNITED WAY, WE PREPARE CHILDREN TO ENTER SCHOOL READY TO LEARN, ENSURE THEY READ AT GRADE LEVEL BY THIRD GRADE, AND TRANSITION SUCCESSFULLY FROM MIDDLE SCHOOL TO HIGH SCHOOL. WE ARE ALSO FOCUSED ON EQUIPPING HIGH SCHOOL GRADUATES WITH THE 21ST CENTURY SKILLS NEEDED FOR SUCCESS IN COLLEGE AND IN THEIR CAREER. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 8630381 | Expense |
| Grants | 7170752 | Grants |
| Revenue | 8630381 | Revenue |
| Description | INCOME - THE IMPACT FUND HELPS WORKING ADULTS GAIN FINANCIAL STABILITY. UNITED WAY STRATEGICALLY INVESTS IN INITIATIVES AND PROGRAMS THAT ENABLE LOW-WAGE WORKERS TO GAIN EMPLYMENT THAT PAYS A FAMILY-SUSTAINING WAGE. WE ALSO PROVIDE ACCESS TO RESOURCES AND TOOLS THAT WILL HELP SECURE A MORE STABLE FINANCIAL FUTURE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6237854 | Expense |
| Grants | 3738080 | Grants |
| Revenue | 6237854 | Revenue |
| Description | BASIC NEEDS: THE IMPACT FUND STRENGTHENS THE SOCIAL SAFETY NET. WHEN CRISIS ARISES, UNITED WAY BRINGS STABILITY BACK TO PEOPLE'S LIVES. WE WEAVE THE STRANDS OF THE REGION'S SAFETY NET SO TOGHT THAT NO ONE SLIPS THROUGH THE CRACKS, FROM EMERGENCY ACCESS TO FOOD AND SHELTER, TO PERSONAL SAFETY SERVICES, SUPPORT FOR DISASTER RESPONSE AND BEYOND. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 30974611 | Expense |
| Grants | 29574416 | Grants |
| Revenue | 30974611 | Revenue |
| Description | HEALTH: (EXPENSES 3,291,023 INCLUDING GRANTS OF 2,785,461) (REVENUE 3,291,023) THE IMPACT FUND ENSURES HEALTHY OPTIONS AND HEALTHY CHOICES. A HEALTHY REGION IS A STRONG REGION, AND OUR HEALTH UNDERPINS OUR ABILITY TO THRIVE AT HOME, AT SCHOOL AND AT HOME, UNITED WAY CONNECTS CHILDREN, ADULTS, FAMILIES AND SENIORS WITH THE RESOURCES THEY NEED TO LEAD HEALTHY LIVES EVERY STEP OF THE WAY. IMPACT FUND MONITORING: (EXPENSES OF 894,633 INCLUDING GRANTS OF 0) (REVENUE 894,633) UNITED WAY'S WORK IN THIS AREA FOCUSES ON THE OVERALL DEVELOPMENT AND IMPLEMENTATION OF THE IMPACT FUND AGENDA. DONOR DESIGNATED FUNDING: (EXPENSES OF 26,788,955 INCLUDING GRANTS OF 26,788,955) (REVENUE 26,788,955) DONOR DIRECTED FUNDING TO ELIGIBLE NON-PROFIT ORGANIZATIONS RAISED AND DISTRIBUTED BY UNITED WAY. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 30974611 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 29574416 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 30974611 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 58519305 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 107 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 189 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 65 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 65 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KAREN B CLEARY | NamePerson |
| Telephone Number | 2156552500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1709 BENJAMIN FRANKLIN PARKWAY | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (71 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| ANDREA ANANIA | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| DOUG ALLEN | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| DENNIS BIANCHI | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| CHRIS BRUNER | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| CARL M BUCHHOLZ | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| CHARISSE R LILLIE | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| CHRISTOPHER CASHMAN | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| RICK CIMINO | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| KEVIN DOW | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| EDWARD LOVELIDGE | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| HARRIET WEISS | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| KENNETH GARRETT | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| J GORDON COONEY JR | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| MARY STENGEL AUSTIN | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| JOHN J LYNCH | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| MELISSA GRIM | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| JOHN SAVELSON | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| JOSEPH MULDOON | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| SHAWN LACY | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| JORDIE MAINE | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| J WILLIAM MILLS III | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| LON GREENBERG | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| MANUS MCHUGH | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| RICHARD NEGERIN ESQ | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| MAUREEN RUSH | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| MICHAEL D DICANDILO | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| MICHAEL VALOCCHI | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| MICHAEL PEARSON | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| PATRICK EIDING | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| RAY WELCH | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| PEDRO RAMOS ESQ | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| SUSAN VAN BUREN | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| TARA L WEINER | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| THOMAS WOODWARD | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| LONY STRUM | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| SUZANNE SVIZENY | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| MARILOU WATSON | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| DENEAN WILLIAMS | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| ROB WONDERLING | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| JOHN ARMAND | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| TOM BROOKS | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| RALPH BROWN | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| MICHAEL CARBONE | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| FLORA CASTILLO | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| JOHN CHOU | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| KRISTIN COLASURDO KEATING | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| ROGER DENNIS | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| EDWARD GRAHAM | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| SIDNEY HAGRO | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| MINDY HOLMAN | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| BRIAN JACKSON | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| BOBBY KEYES | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| KEVIN KUTCHER | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| EDWARD MONTGOMERY | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| JOSEPH MURRAY | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| DONALD NORCROSS | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| PHILIP NORCROSS | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| EDWARD O'MALLEY | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| PATRICK PRUITT | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| ELLEN PURDY | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| BEASELEY REECE | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| JILL SCHUBERT | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| CLARE SAPIENZA-ECK | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| DAVID STANGIS | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| CHARLES WIMBERG | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| JILL MICHAL | |||||||||
| PRESIDENT/CE | 50.00 | 312310 | 0 | 41286 | X | ||||
| KAREN CLEARY | |||||||||
| SR. VP FINAN | 50.00 | 138154 | 0 | 33085 | X | ||||
| ANNA MADONIA | |||||||||
| SVP OF STRAT | 50.00 | 197888 | 0 | 38490 | X | ||||
| LYNN GIARDINELLI | |||||||||
| VP OF HR | 50.00 | 137373 | 0 | 30939 | X | ||||
| CHRISTOPHER MURRAY | |||||||||
| VP COMMUNICA | 50.00 | 129267 | 0 | 36039 | X | ||||
| ANN O'BRIEN | |||||||||
| SR VP COM. I | 50.00 | 161173 | 0 | 32583 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1076165 | TotalReportableCompFromOrg |
| Total Other Compensation | 212422 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | Address Line2AddressOfContractor/AddressUS/AddressLine2 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|---|
| BOSTON CONSULTING GROUP | ||||||
| 4800 HAMPDEN | SUITE 500 | BETHESDA | MD | 20814 | PROG CONSULTING | 1675000 |
| THE MILLENIUM GROUP | ||||||
| PO BOX 10300 | NEW BRUNSWICK | NJ | 08906 | OFFICE SERVICES | 312380 | |
| JOHN B HILLMAN | ||||||
| 1208 LEMONTON COURT | GULPH MILLS | PA | 19428 | OP. CONSULTING | 204285 | |
| CUSHMAN WAKEFIELD OF PA | ||||||
| 1650 MARKET ST | 33RD FL | PHILADELPHIA | PA | 19103 | PROPERTY MANAGE | 191316 |
| CTR FOR RESPONSIBLE FUNDING | ||||||
| 924 CHERRY STREET 520 | PHILADELPHIA | PA | 19107 | CAMPAIGN MANAGE | 130440 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Info In Schedule O Part VIII | X | InfoInScheduleOPartVIII |
| Federated Campaigns | 247379 | FederatedCampaigns |
| Fundraising Events | 470268 | FundraisingEvents |
| Government Grants | 681861 | GovernmentGrants |
| All Other Contributions | 61754202 | AllOtherContributions |
| Noncash Contributions | 861021 | NoncashContributions |
| Total Contributions | 63153710 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| EMERGENCY FOOD BANK | 13408 | 13408 |
| DONOR CHOICE APPLICATION FEE | 4600 | 4600 |
| SPONSORSHIPS | 2000 | 2000 |
| DAYS OR CARING | 1737 | 1737 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 21745 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 786562 | TotalRevenueColumn |
| Related Or Exempt Function Income | 786562 | RelatedOrExemptFunctionIncome |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 417641 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 417641 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 417641 | TotalRevenueColumn |
| Exclusion | $417,641 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 23948563 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 23373186 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 575377 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 575377 | TotalRevenueColumn |
| Related Or Exempt Function Income | 575377 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 181527 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 470268 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 181527 | FundraisingDirectExpenses |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| DONOR DESIGN PROC FEE | 2691781 | 2691781 |
| OTHER | 280528 | 280528 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2972309 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 67927344 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4355993 | RelatedOrExemptFunctionIncome |
| Exclusion | $417,641 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49360067 | Total |
| Program Services | 49360067 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 246219 | Total |
| Program Services | 246219 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 677046 | Total |
| Management And General | 476040 | ManagementAndGeneral |
| Fundraising | 201006 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9275000 | Total |
| Program Services | 4084929 | ProgramServices |
| Management And General | 2253403 | ManagementAndGeneral |
| Fundraising | 2936668 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 619033 | Total |
| Program Services | 243418 | ProgramServices |
| Management And General | 182093 | ManagementAndGeneral |
| Fundraising | 193522 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1028925 | Total |
| Program Services | 406477 | ProgramServices |
| Management And General | 302301 | ManagementAndGeneral |
| Fundraising | 320147 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 863539 | Total |
| Program Services | 356515 | ProgramServices |
| Management And General | 224214 | ManagementAndGeneral |
| Fundraising | 282810 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 175000 | Total |
| Management And General | 175000 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101054 | Total |
| Management And General | 81554 | ManagementAndGeneral |
| Fundraising | 19500 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129678 | Total |
| Fundraising | 129678 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2309511 | Total |
| Program Services | 1808017 | ProgramServices |
| Management And General | 215684 | ManagementAndGeneral |
| Fundraising | 285810 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109414 | Total |
| Program Services | 61195 | ProgramServices |
| Management And General | 14503 | ManagementAndGeneral |
| Fundraising | 33716 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 296553 | Total |
| Program Services | 126089 | ProgramServices |
| Management And General | 53837 | ManagementAndGeneral |
| Fundraising | 116627 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 476338 | Total |
| Program Services | 195976 | ProgramServices |
| Management And General | 124994 | ManagementAndGeneral |
| Fundraising | 155368 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 884491 | Total |
| Program Services | 352674 | ProgramServices |
| Management And General | 223952 | ManagementAndGeneral |
| Fundraising | 307865 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 151753 | Total |
| Program Services | 73787 | ProgramServices |
| Management And General | 28113 | ManagementAndGeneral |
| Fundraising | 49853 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 877823 | Total |
| Program Services | 379179 | ProgramServices |
| Management And General | 65720 | ManagementAndGeneral |
| Fundraising | 432924 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 501056 | Total |
| Program Services | 186207 | ProgramServices |
| Management And General | 134249 | ManagementAndGeneral |
| Fundraising | 180600 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 620738 | Total |
| Program Services | 231167 | ProgramServices |
| Management And General | 173117 | ManagementAndGeneral |
| Fundraising | 216454 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106984 | Total |
| Program Services | 39617 | ProgramServices |
| Management And General | 35683 | ManagementAndGeneral |
| Fundraising | 31684 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PRINTING | 546995 | 143914 | 20075 | 383006 |
| OFFICE SERVICES | 253706 | 253706 | ||
| OTHER | 112049 | 56823 | 15049 | 40177 |
| GRANT OVERHEAD REIMB | 167035 | -167035 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Management And General | -6 | ManagementAndGeneral |
| Fundraising | 6 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69722972 | Total |
| Program Services | 58519305 | ProgramServices |
| Management And General | 4886246 | ManagementAndGeneral |
| Fundraising | 6317421 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8296199 | BOY |
| EOY | 11708557 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19977741 | BOY |
| EOY | 23177430 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6525655 | BOY |
| EOY | 5531399 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 258160 | BOY |
| EOY | 362993 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 13953446 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 10251174 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2588215 | BOY |
| EOY | 3702272 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47662195 | BOY |
| EOY | 54666285 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85308165 | BOY |
| EOY | 99148936 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5904162 | BOY |
| EOY | 5129417 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22999244 | BOY |
| EOY | 28274079 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 424013 | BOY |
| EOY | 945693 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 366262 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29327419 | BOY |
| EOY | 34715451 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46715987 | BOY |
| EOY | 50977771 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7510509 | BOY |
| EOY | 9704819 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1754250 | BOY |
| EOY | 3750895 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55980746 | BOY |
| EOY | 64433485 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85308165 | BOY |
| EOY | 99148936 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -1795628 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 3655470 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 6592897 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 59296768 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 60093107 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 53894618 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 59962909 | CurrentTaxYearMinus1Year |
| Current Tax Year | 63153710 | CurrentTaxYear |
| Total | 296401112 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 59296768 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 60093107 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 53894618 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 59962909 | CurrentTaxYearMinus1Year |
| Current Tax Year | 63153710 | CurrentTaxYear |
| Total | 296401112 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 296401112 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1202006 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1145456 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1065342 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1141858 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1204203 | CurrentTaxYear |
| Total | 5758865 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 302159977 | TotalSupport |
| Gross Receipts From Admissions Etc | 2994054 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.98090 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.97930 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | true | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | true | GrantsOtherOrganizations |
| Grants Other Organizations | $871,066 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 871066 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL INFORMATION | Identifier |
| Return Reference | SCHEDULE C, PART IV | ReturnReference |
| Explanation | PART IIB LINE F: GRANTS TO OTHER ORGANIZATIONS FOR LOBBYING PURPOSES UNITED WAY PROVIDES GENERAL OPERATING SUPPORT GRANTS TO CERTAIN AGENCIES TO USE TOWARDS ADVOCACY FOR HEALTH AND HUMAN SERVICE ISSUES. EXAMPLES OF SUCH ADVOCACY INCLUDE ADVANCING EFFORTS TO INCREASE HIGH SCHOOL GRADUATION, SUPPORTING FINANCIAL SELF-SUFFICIENCY FOR LOW-INCOME PEOPLE AND DEVELOPING LONG-TERM SOLUTIONS AND RESPONSES TO PROBLEMS OF SENIOR CITIZENS. PART II B LINE 1J: UNITED WAY OCCASIONALLY ENGAGES IN ADVOCACY RELATED ACTIVITIES FOR FEDERAL AND STATE POLICIES AND PROGRAMS RELATED TO HEALTH AND HUMAN SERVICES. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 41524608 | BeginningOfYearBalance |
| Contributions | 4103355 | Contributions |
| Investment Earnings Or Losses | 5043667 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -3140670 | GrantsOrScholarships |
| Administrative Expenses | -74413 | AdministrativeExpenses |
| End Of Year Balance | 47456547 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 36172074 | BeginningOfYearBalance |
| Contributions | 8458109 | Contributions |
| Investment Earnings Or Losses | -1000843 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -2057299 | GrantsOrScholarships |
| Administrative Expenses | -47793 | AdministrativeExpenses |
| End Of Year Balance | 41524608 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31320116 | BeginningOfYearBalance |
| Contributions | 811126 | Contributions |
| Investment Earnings Or Losses | 5554395 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -1445048 | GrantsOrScholarships |
| Administrative Expenses | -68515 | AdministrativeExpenses |
| End Of Year Balance | 36172074 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 21053683 | BeginningOfYearBalance |
| Contributions | 8908846 | Contributions |
| Investment Earnings Or Losses | 2649684 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -1212670 | GrantsOrScholarships |
| Administrative Expenses | -79427 | AdministrativeExpenses |
| End Of Year Balance | 31320116 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 26124170 | BeginningOfYearBalance |
| Contributions | 648130 | Contributions |
| Investment Earnings Or Losses | -4511275 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -1207342 | GrantsOrScholarships |
| End Of Year Balance | 31053683 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.83840 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.10910 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.05250 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 406702 | OtherCostOrOtherBasis |
| Book Value | 406702 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9957498 | OtherCostOrOtherBasis |
| Depreciation | 7100169 | Depreciation |
| Book Value | 2857329 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3589246 | OtherCostOrOtherBasis |
| Depreciation | 3151005 | Depreciation |
| Book Value | 438241 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3702272 | TotalOfBookValueLandBuildings |
| Tot Revenue Etc Audited Fincl Stmt | 46918843 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3655470 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 976077 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 1116031 | OtherRevenues |
| Revenue Not Rptd F990 | 5747578 | RevenueNotRptdF990 |
| Revenue Subtotal | 41171265 | RevenueSubtotal |
| Other Revenues Not Included | 26756079 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 26756079 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 67927344 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 43929819 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 976077 | DonatedServicesUseOfFacilities |
| Other Expenses Included | -13151 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 962926 | ExpensesNotRptdF990 |
| Expenses Subtotal | 42966893 | ExpensesSubtotal |
| Other Expenses Not Included | 26756079 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 26756079 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 69722972 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| LIABILITY UNDER FIN 48 FOOTNOTE | SCHEDULE D, PAGE 3, PART X | THE PREPARATION OF FINANCIAL STATEMENTS IN CONFORMITY WITH WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES UNITED WAY TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY UNITED WAY. MANAGEMENT HAS PERFORMED THEIR EVALUATION AND BELIEVES THAT THERE ARE NO UNRECOGNIZED TAX BENEFITS THAT ARE REQUIRED TO BE DISCLOSED. |
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 2D | ADJUSTMENT TO ALTERNATIVE MINIMUM PENSION LIABILITY 238,000 ADD: REVENUE RELATED TO PRIOR CAMPAIGN YEARS 705,576 ADD: ADJUSTMENT TO PREVIOUS YEAR'S UNCOLLECTIBLE RESERVE 437,908 LESS: ADJUSTMENT FOR HAAS DRAW -265,453 |
| REVENUE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 4B | AMOUNTS RAISED ON BEHALF OF OTHERS 27,875,654 LESS: UNCOLLECTIBLE DESIGNATIONS -1,119,575 |
| EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 2D | ADJ. TO PREVIOUS YEARS' DESIGNATIONS -32,876 BOOK / TAX DEPRECIATION DIFFERENCE 19,725 |
| EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 4B | AMOUNTS RAISED ON BEHALF OF OTHERS 27,875,654 LESS: UNCOLLECTIBLE DESIGNATIONS -1,119,575 |
| SUPPLEMENTAL FINANCIAL INFORMATION | SCHEDULE D, PAGE 4, PART XIII | PART V - ENDOWMENT FUNDS - LINE 1B THE CURRENT YEAR VALUES INCLUDE 3,828,433 OF ENDOWMENT INVESTMENT FROM OTHER UNITED WAYS WHO WERE PART OF THE MERGER OF UNITED WAYS EFFECTIVE JULY 1, 2012. THE ACTUAL NEW ENDOWMENT CONTRIBUTIONS RECEIVED DURING THE YEAR WERE 274,922. PART V - ENDOWMENT FUNDS - LINE 4 - INTENDED USES FOR ENDOWMENT FUNDS UNITED WAY MAINTAINS ENDOWMENT FUNDS WHICH CONSIST OF BOARD DESIGNATED QUASI-ENDOWMENT FUNDS AND TEMPORARILY RESTRICTED ENDOWMENT FUNDS. THE ENDOWMENT IS HELD AND MANAGED BY BANK OF NEW YORK MELLON, FIDELITY INVESTMENTS, AND PNC WEALTH MANAGEMENT. UNITED WAY'S INTENDED USE OF THE ENDOWMENT IS TO PRESERVE THE FAIR VALUE OF THE PRINCIPAL IN PERPETUITY. INTEREST AND ACCUMULATED GAINS ARE USED TO PARTIALLY OFFSET OPERATING EXPENSES IN ACCORDANCE WITH UNITED WAY'S SPENDING POLICY. THIS AMOUNT IS GENERALLY CALCULATED AS 5% OF THE FIVE-YEAR AVERAGE MARKET VALUE OF THE BOARD DESIGNATED, TEMPORARILY RESTRICTED ENDOWMENT FUNDS AS OF SEPTEMBER 30TH OF EACH YEAR, EXCEPT WHERE THE DONOR RESTRICTIONS SPECIFY OTHERWISE. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | CENTER FOR RESPONSIBLE FUNDING | NameOfIndividual |
| Activity | FUNDRAISIN | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 323723 | GrossReceipts |
| Amount Retained By Contractor | 129678 | AmountRetainedByContractor |
| Net To Organization | 194045 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 323723 | TotalGrossReceipts |
| Total Retained By Contractors | 129678 | TotalRetainedByContractors |
| Total Net To Organization | 194045 | TotalNetToOrganization |
| Licensed States | NJ | LicensedStates |
| Licensed States | PA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FUNDRAISING | NameOfEvent1 |
| Gross Receipts Event1 | 463172 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 331904 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 131268 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 131268 | OtherDirectExpensesEvent1 |
| Name Of Event2 | FUNDRAISING | NameOfEvent2 |
| Gross Receipts Event2 | 105293 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 73565 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 31728 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 31728 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 83330 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 64799 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 18531 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 18531 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 651795 | GrossReceiptsTotal |
| Charitable Contributions Total | 470268 | CharitableContributionsTotal |
| Gross Revenue Total Events | 181527 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 181527 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 181527 | DirectExpenseSummaryEvents |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | false | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Of Cash Grant | 40976926 | AmountOfCashGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 889 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 70 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (8 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| PMTS TO COLLEGES & UNIV. | 107 | 246219 |
| FOR TUITION & BOOKS AND | ||
| MORTGAGE COMPANIES FOR | ||
| HOME DOWNPAYMENTS. THE | ||
| PAYMENTS ARE MATCHING | ||
| GRANTS TO PARTICIPANTS IN | ||
| OUR INDIVIDUAL DEVELOP- | ||
| MENT ACCOUNT PROGRAM |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES | Identifier |
| Return Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | ReturnReference |
| Explanation | AGENCIES RECEIVING GENERAL OPERATING SUPPORT GRANTS ARE MONITORED VIA THE FOLLOWING: 1) AGENCIES MUST SUBMIT AN APPLICATION THAT INCLUDES EXPLANATION OF THE PROPOSED USE AND RESULTS FROM USE OF THE FUNDING. 2) AGENCIES MUST SUBMIT AT LEAST SEMI-ANNUAL OUTCOMES REPORTS, WHICH ARE REVIEWED AND EVALUATED BY UNITED WAY STAFF. 3) AGENCIES MUST SUBMIT ANNUAL AUDITS, REVIEWED BY CPAS AS WELL AS BY UNITED WAY STAFF. 4) AGENCIES MUST CERTIFY THAT THEY HAVE RECEIVED INTERNAL REVENUE CODE SECTION 501(C) 3 TAX EXEMPT STATUS, ARE IN COMPLIANCE WITH USA PATRIOT ACT AGENCIES THAT RECEIVE FUNDING THROUGH TARGETED INVESTMENT GRANTS FOR SPECIFIC PURPOSES ARE MONITORED VIA THE FOLLOWING METHODS: 1) AGENCIES MUST SUBMIT PROJECT APPLICATIONS, OUTLINING THE SCOPE OF THE PROJECT AND DELIVERABLES. 2) AGENCIES MUST SUBMIT OUTCOMES REPORTS, WHICH ARE REVIEWED BY UNITED WAY STAFF. 3) AGENCIES MUST CERTIFY THAT THEY ARE IN COMPLIANCE WITH THE US PATRIOT ACT. AGENCIES THAT RECEIVE FUNDING PASSED THROUGH VIA RESTRICTED GRANTS MUST SUBMIT NARRATIVE REPORTS THAT DETAIL OUTCOMES RELATED TO GRANTS, AS WELL AS FINANCIAL REPORTS DETAILING THE SPENDING. AGENCIES ELIGIBLE FOR DESIGNATIONS THROUGH UNITED WAY'S DONOR CHOICE PROGRAM MUST UNDERGO SCREENING PRIOR TO RECEIVING FUNDING. THEY MUST CERTIFY THAT THEY HAVE RECEIVED INTERNAL REVENUE CODE SECTION 501(C)3 TAX EXEMPT STATUS, AND ARE IN COMPLIANCE WITH USA PATRIOT ACT. PLEASE NOTE THAT THE DIFFERENCE BETWEEN THE TOTAL AMOUNT DETAILED ON THIS SCHEDULE AND "GRANTS AND OTHER ASSISTANCE" ON PART IX, FORM 990 IS PRIMARILY DUE TO THE FACT THAT THIS SCHEDULE INCLUDES ALL CASH PAYMENTS MADE TO ORGANIZATIONS IN EXCESS OF 5,000 DURING THE FISCAL YEAR. THE AMOUNT SHOWN IN "GRANTS AND OTHER ASSISTANCE" IS ON THE ACCRUAL BASIS OF ACCOUNTING. ADDITIONALLY, PAYMENTS SHOWN ON SCHEDULE I INCLUDE AMOUNTS PAID TO AGENCIES AS A RESULT OF CONTRIBUTIONS PROCESSED ON BEHALF OF OTHER UNITED WAYS. UNITED WAY OF SOUTHEASTERN PENNSYLVANIA PROCESSES A NUMBER OF LARGE CAMPAIGNS FOR COMPANIES ON A NATIONAL LEVEL. THESE CAMPAIGNS INCLUDE FUNDS RAISED BY OTHER UNITED WAYS. AS THESE FUNDS ARE RAISED BY OTHER UNITED WAYS, UNITED WAY OF SOUTHEASTERN PENNSYLVANIA DOES NOT COUNT THESE DOLLARS AS PART OF OUR REVENUE TOTAL. THEREFORE, THERE IS NO CORRESPONDING DESIGNATION EXPENSES. WE RECORD THESE DOLLARS AS A RECEIVABLE, SINCE WE WILL COLLECT THE FUNDS, AND A LIABILITY, SINCE WE DISTRIBUTE THE FUNDS. SINCE UNITED WAY OF SOUTHEASTERN PENNSYLVANIA MAKES CASH PAYMENTS TO AGENCIES AS A RESULT OF THESE CONTRIBUTIONS, THEY ARE REFLECTED ON SCHEDULE I. THEY ARE NOT REFLECTED IN "GRANTS AND OTHER ASSISTANCE" ON PART IX, FORM 990. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|---|---|
| JILL MICHAL | |||||
| PRESIDENTCEO | 269183 | 43127 | 8000 | 33286 | 353596 |
| KAREN CLEARY | |||||
| SR VP FINANCE & OPE | 138154 | 5713 | 27372 | 171239 | |
| ANNA MADONIA | |||||
| SVP OF STRATEGIC PHI | 197888 | 6958 | 31532 | 236378 | |
| LYNN GIARDINELLI | |||||
| VP OF HR | 137373 | 6971 | 23968 | 168312 | |
| CHRISTOPHER MURRAY | |||||
| VP COMMUNICATIONS | 129267 | 5361 | 30678 | 165306 | |
| ANN O'BRIEN | |||||
| SR VP COM IMPACT | 161173 | 6113 | 26470 | 193756 | |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | NON-FIXED PAYMENTS PROVIDED | Identifier |
| Return Reference | SCHEDULE J, PAGE 1, PART I, LINE 7 | ReturnReference |
| Explanation | THE CEO HAS AN INCENTIVE BONUS OPPORTUNITY THAT IS BASED UPON GOALS AND OBJECTIVES AROUND RESOURCE DEVELOPMENT, COMMUNITY IMPACT AND OPERATIONS THAT ARE DOCUMENTED IN THE PERFORMANCE REVIEW PROCESS. THE EXECUTIVE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ASSESSING PERFORMANCE VERSUS THOSE GOALS AND OBJECTIVES AND DETERMINING THE AWARD AMOUNT. THE INCENTIVE IS AWARDED AFTER THOROUGH REVIEW AND DISCUSSION BY THE EXECUTIVE COMPENSATION COMMITTEE. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 104 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 861021 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS | Identifier |
| Return Reference | SCHEDULE M, PAGE 1, PART I, LINE 32B | ReturnReference |
| Explanation | UNITED WAY MAINTAINS A BROKERAGE ACCOUNT WITH VANGUARD THAT IS USED TO RECEIVE DONATED SECURITIES. SECURITIES ARE LIQUIDATED FROM THIS ACCOUNT UPON DONATION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ADDITIONAL INFORMATION | FORM 990 | EFFECTIVE JULY 1, 2012, SEVEN UNITED WAY AGENCIES MERGED TO ESTABLISH THE UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY (UWGPSNJ). THE AGENCIES WHICH MERGED WERE: UNITED WAY OF ATLANTIC COUNTY, INC. UNITED WAY OF BURLINGTON COUNTY, INC. UNITED WAY OF CAMDEN COUNTY UNITED WAY OF CAPE MAY COUNTY INC. UNITED WAY OF GREATER CUMBERLAND COUNTY, INC. UNITED WAY OF SOUTHEAST DELAWARE COUNTY UNITED WAY OF SOUTHEASTERN PENNSYLVANIA UWGPSNJ RETAINED THE EMPLOYER IDENTIFICATION NUMBER OF THE UNITED WAY OF SOUTHEATERN PENNSYLVANIA LINE 22 - FOR THE YEAR ENDED JUNE 30, 2012, UNITED WAY GENERATED A SURPLUS OF 3,008,749. THIS SURPLUS WAS THE RESULT OF UNREALIZED INVEST- MENT GAINS. ADDITIONALLY, NET ASSETS OF 5,443,990 WERE ADDED AS A RESULT OF THE MERGER WITH THE FORMER UNITED WAYS OF ATLANTIC COUNTY, BURLINGTON COUNTY, CAMDEN COUNTY, CAPE MAY COUNTY, GREATER CUMBERLAND COUNTY, AND SOUTHEAST DELAWARE COUNTY. PART IX, COLUMN A, LINE 21 PAYMENTS TO AFFILIATES REPRESENTS ANNUAL DUES PAID TO UNITED WAY WORLDWIDE. PART IX, COLUMN A, LINE 24C OTHER PROFESSIONAL FEES INCLUDES FEES TO CONTRACTORS FOR PROFESSIONAL SERVICES. SUCH SERVICES INCLUDE DESIGN SERVICES FOR UNITED WAY'S CAMPAIGN MATERIALS, COMPENSATION CONSULTING SERVICES, CONSULTING FEES RELATED TO OUR ENDOWMENT CAMPAIGN AND PROFESSIONAL FEES RE- LATED TO WORK PREFORMED IN CONNECTION WITH RESTRICTED GRANTS. MERGER WITH GREATER PHILADELPHIA CARES GREATER PHILADELPHIA CARES ("GPC") MERGED INTO THE UNITED WAY EFFECTIVE FEBRUARY 29, 2012, AS APPROVED BY THE BOARD OF DIRECTORS OF UNITED WAY ON DECEMBER 7, 2011. GPC IS A 501(C)(3) ORGANIZATION IN PHILADELPHIA, PENNSYLVANIA WHOSE MISSION IS TO MOTIVATE PEOPLE TO VOLUNTEER THEIR TIME, TALENTS AND RESOURCES. THEY CONNECT PEOPLE AND ORGANIZATIONS IN THE REGION TO VOLUNTEERING AND ADVOCATING. |
| ALL OTHER ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4D | HEALTH: (EXPENSES 3,291,023 INCLUDING GRANTS OF 2,785,461) (REVENUE 3,291,023) THE IMPACT FUND ENSURES HEALTHY OPTIONS AND HEALTHY CHOICES. A HEALTHY REGION IS A STRONG REGION, AND OUR HEALTH UNDERPINS OUR ABILITY TO THRIVE AT HOME, AT SCHOOL AND AT HOME, UNITED WAY CONNECTS CHILDREN, ADULTS, FAMILIES AND SENIORS WITH THE RESOURCES THEY NEED TO LEAD HEALTHY LIVES EVERY STEP OF THE WAY. IMPACT FUND MONITORING: (EXPENSES OF 894,633 INCLUDING GRANTS OF 0) (REVENUE 894,633) UNITED WAY'S WORK IN THIS AREA FOCUSES ON THE OVERALL DEVELOPMENT AND IMPLEMENTATION OF THE IMPACT FUND AGENDA. DONOR DESIGNATED FUNDING: (EXPENSES OF 26,788,955 INCLUDING GRANTS OF 26,788,955) (REVENUE 26,788,955) DONOR DIRECTED FUNDING TO ELIGIBLE NON-PROFIT ORGANIZATIONS RAISED AND DISTRIBUTED BY UNITED WAY. |
| SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS | FORM 990, PAGE 6, PART VI, LINE 4 | EFFECTIVE JULY 1, 2012, SEVEN UNITED WAY AGENCIES MERGED TO ESTABLISH THE UNITED WAY OF OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY (UWGPSNJ). THE AGENCIES WHICH MERGED WERE: UNITED WAY OF ATLANTIC COUNTY, INC. UNITED WAY OF BURLINGTON COUNTY, INC. UNITED WAY OF CAMDEN COUNTY UNITED WAY OF CAPE MAY COUNTY, INC. UNITED WAY OF GREATER CUMBERLAND COUNTY, INC. UNITED WAY OF SOUTHEAST DELAWARE COUNTY UNITED WAY OF SOUTHEASTERN PENNSYLVANIA UWGPSNJ RETAINED THE EMPLOYER IDENTIFICATION NUMBER OF THE UNITED WAY OF SOUTHERN PENNSYLVANIA. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | UNITED WAY'S 990 IS REVIEWED BY OUR AUDIT COMMITTEE, FINANCE COMMITTEE AND BOARD PRIOR TO FILING. OUR AUDIT COMMITTEE AND FINANCE COMMITTEE HAVE A FORMAL MEETING TO REVIEW AND DISCUSS THE DOCUMENT (COPIES ARE MAILED IN ADVANCE). UPON APPROVAL BY THE AUDIT COMMITTEE AND FINANCE COMMITTEE,THE 990 IS MAILED TO THE EXECUTIVE COMMITTEE OF OUR BOARD OF DIRECTORS FOR REVIEW. THE EXECUTIVE COMMITTEE ALSO MEETS TO DISCUSS AND REVIEW THE DOCUMENT. THEY PROVIDE APPROVAL PRIOR TO FILING. FINALLY, A COPY OF THE 990 IS PROVIDED TO OUR BOARD OF DIRECTORS, IN ADVANCE OF FILING, TO GIVE THEM AN OPPORTUNITY TO REVIEW AND ASK QUESTIONS ON THE DOCUMENT. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | UNITED WAY PROVIDES THE CONFLICT OF INTEREST POLICY TO ALL STAFF MEMBERS AND KEY VOLUNTEERS ON AN ANNUAL BASIS. THIS INCLUDES BOARD MEMBERS AND MEMBERS OF STANDING BOARD COMMITTEES. THESE GROUPS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. INDIVIDUALS ARE INSTRUCTED TO PROMPTLY NOTIFY UNITED WAY OF ANY PERCEIVED CONFLICT. CONFLICT OF INTEREST STATEMENTS ARE TRACKED AND MONITORED BY THE HUMAN RESOURCES DEPARTMENT. IT IS THE RESPONSIBILITY OF THE INDIVIDUAL TO MAKE UNITED WAY AWARE OF ANY CONFLICTS THAT ARISE AFTER THEY SIGN THE CONFLICT OF INTEREST DOCUMENT. IF THERE IS A REAL OR PERCEIVED CONFLICT OF INTEREST AN INDIVIDUAL MAY PARTICIPATE IN DISCUSSION AROUND A GIVEN ISSUE, BUT THEY ARE NOT PERMITTED TO VOTE. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | SAME PROCESS AS THAT OF OFFICERS. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | CEO COMPENSATION IS DETERMINED THROUGH A DOCUMENTED PROTOCOL AND PROCESS CONSISTING OF THE FOLLOWING ELEMENTS: 1: BOARD OF DIRECTORS OVERSIGHT. CEO PERFORMANCE AND COMPENSATION IS OVERSEEN BY A SPECIAL SUBCOMMITTEE OF THE BOARD/EXECUTIVE COMMITTEE. SPECIFIC DECISIONS RELATED TO COMPENSATION ARE MADE BY THE EXECUTIVE COMPENSATION SUBCOMMITTEE WHICH IS COMPOSED OF THE BOARD CHAIR, BOARD TREASURER, AND CHAIR OF THE HUMAN RESOURCES COMMITTEE. ACTIONS ARE REPORTED ON AN ANNUAL BASIS TO UWSEPA'S GOVERNANCE COMMITTEE. 2: EXTERNALLY PREPARED COMPARATIVE SALARY DATA: COMPARATIVE SALARY DATA FOR THE CEO AND ALL SENIOR MANAGEMENT POSITIONS IS RESEARCHED BY AN INDEPENDENT PROFESSIONAL COMPENSATION CONSULTANT, STRATEGIC COMPENSATION PLANNING, INC. THE EXECUTIVE COMPENSATION COMMITTEE IS PROVIDED WITH CEO SALARY INFORMATION BASED ON MORE THAN 10 EXTERNAL SURVEYS, CAPTURING NATIONAL, REGIONAL, AND LOCAL COMPENSATION DATA FOR SIMILARLY SIZED ORGANIZATIONS. THE DATA BALANCES INFORMATION FROM BOTH THE FOR PROFIT AND NONPROFIT SECTORS. 3: PERFORMANCE BASED SYSTEM: CEO PERFORMANCE IS ANNUALLY ASSESSED BY THE CEO PERFORMANCE ASSESSMENT TASK FORCE, WHOSE MEMBERSHIP CONSISTS OF THE BOARD OFFICERS, AND CHAIRS OF THE STANDING COMMITTEES (AS NOTED IN ITEM 1, COMPENSATION DECISIONS ARE OVERSEEN BY A SUBCOMMITTEE OF THIS LARGER GROUP). ALL MEMBERS OF THE BOARD'S EXECUTIVE COMMITTEE ARE ABLE TO PROVIDE WRITTEN INPUT ON THE CEO'S PERFORMANCE. THE CEO HAS DOCUMENTED GOALS AND OBJECTIVES ON WHICH PERFORMANCE IS BASED, PLUS DOCUMENTED DETAIL THAT GUIDES THE AWARD OF THE INCENTIVE OPPORTUNITY. THE INCENTIVE OPPORTUNITY IS AWARDED FOLLOWING A THOROUGH DISCUSSION OF THE CEO'S PERFORMANCE BY THE EXECUTIVE COMPENSATION COMMITTEE. THE DISCUSSION AND INCENTIVE AWARD ARE DOCUMENTED TO SUPPORT IMPLEMENTATION. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | UNITED WAY MAKES OUR FINANCIAL STATEMENTS AND FORM 990 AVAILABLE ON OUR WEBSITES. ADDITONALLY, THEY ARE MADE AVAILABLE UPON REQUEST. OUR GOVERNING DOCUMENTS AND CODE OF ETHICS ARE MADE AVAILABLE UPON REQUEST. |
| ADDITIONAL INFORMATION | FORM 990, PART VII | LINE 12 - UNITED WAY'S OVERHEAD CALCULATION FOR THE YEAR ENDED JUNE 30,2013 IS AS FOLLOWS: NUMERATOR: MGT. & GEN - PART IX, COLC, LN 25 4,886,246 FUNDRAISING- PART IX, COL D, LN 25 6,317,421 TOTAL NUMERATOR 11,203,667 DENOMINATOR: TOTAL REVENUE-PART VIII, COL A, LN 12 67,927,344 OVERHEAD RATE: 16.5% PLEASE NOTE THAT UNITED WAY CHARGES A COST RECOVERY FEE OF 12.5% ON EACH DONATED GIFT. THIS FEE IS INTENDED TO RECOVER THE COSTS INCURRED TO RAISE, COLLECT, ADMINISTER AND DISTRIBUTE GIFTS FROM CAMPAIGN REVENUE. SUCH COSTS INCLUDE FUNDRAISING, MARKETING, PLEDGE, PROCESSING, CUSTOMER SERVICE, FINANCE, AND INFORMATION TECHNOLOGY. THIS RATE IS LOWER THAN THE OVERHEAD RATE CALCULATED ABOVE DUE TO THE FACT THAT THE COST RECOVERY RATE FOR THE FORM 990 FILING INCLUDES ACTUAL INVESTMENT INCOME AND GAINS AND LOSSES FOR THE YEAR, WHILE THE COST RECOVERY FEE CALCULATION INCLUDED AMOUNTS UTILIZED THROUGH OUR SPENDING POLICY CALCULATION TO OFFSET EXPENSES. UNDER THE SPENDING POLICY, A PERCENTAGE OF THE MARKET VALUE OF INVESTMENTS AS OF SEPTEMBER 30TH IS USED TO OFFSET EXPENSES. ADDITIONALLY, THE METHODOLOGY FOR CALCULATION OVERHEAD ON THE FORM 990 AND OUR COST RECOVERY RATE DIFFERS. THE COST RECOVERY RATE IS INTENDED TO RECOVER OVERHEAD COSTS NET OF OFFSETTING INCOME, SUCH AS RENTAL AND MISCELLANEOUS INCOME AND THE SPENDING POLICY, FROM CAMPAIGN REVENUE ONLY. THE FORM 990 CALCULATION DIVIDES ACTUAL GROSS EXPENSES BY TOTAL REVENUE FROM ALL SOURCES. |
| ADDITIONAL INFORMATION | FORM 990, PART VIII | PART VIII, COLUMN A, LINE 1H FOLLOWING IS A RECONCILIATION OF CONTRIBUTIONS, GIFTS AND SIMILAR AMOUNTS RECEIVED TO THE AUDIT REPORT: GROSS ANNUAL CAMPAIGN PER FINANCIAL STATEMENTS 60,874,960 LEGACIES AND BEQUESTS 274,922 PROVISION FOR UNCOLLECTIBLE UNDESIGNATED PLEDGES (846,380) PROVISION FOR UNCOLLECTIBLE DESIGNATED PLEDGES (1,119,575) REVENUE RELATED TO PRIOR CAMPAIGNS (705,576) ADJUSTMENT TO PRIOR YEAR'S UNCOLLECTIBLE UNDESIGNATED PLEDGES (437,908) ALLOCABLE DOLLARS RECEIVED FROM OTHER UNITED WAYS 247,379 GRANTS AND OTHER CONTRIBUTIONS 4,865,888 CONTRIBUTIONS, GRANTS AND OTHER SIMILAR AMOUNTS RECEIVED PER LINE1H 63,153,710 |
| RECONCILIATION OF CHANGES - OTHER | FORM 990, PART XI, LINE 9 | ADJUSTMENT TO ALTERNATIVE MINIMUM PENSION LIABILITY 238,000 ADD: REVENUE RELATED TO PRIOR CAMPAIGN YEARS 705,576 ADD: ADJUSTMENT TO PREVIOUS YEAR'S UNCOLLECTIBLE RESERVE 437,908 LESS: ADJUSTMENT FOR HAAS DRAW -265,453 AMOUNTS RAISED ON BEHALF OF OTHERS -27,875,654 LESS: UNCOLLECTIBLE DESIGNATIONS 1,119,575 ADJ. TO PREVIOUS YEARS' DESIGNATIONS 32,876 AMOUNTS RAISED ON BEHALF OF OTHERS 27,875,654 LESS: UNCOLLECTIBLE DESIGNATIONS -1,119,575 BOOK / TAX DEPRECIATION DIFFERENCE -19,725 |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 9 | NET ASSETS INCREASES DUE TO MERGER 5,463,715 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UWSEPA SHARED SERVICES COLLABORATIV | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1709 BENJAMIN FRANKLIN PARKWAY | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | IT HOSTING | PrimaryActivities |
| Legal Domicile State | PA | LegalDomicileState |
| Total Income | 275280 | TotalIncome |
| EOY Assets | 128280 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UWSEPA | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRATEGIC COMMUNITY SOLUTIONS | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1709 BENJAMIN FRANKLIN PKWY | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 651241811 | EIN |
| Primary Activities | ACCEPGIFTS | PrimaryActivities |
| Legal Domicile State | PA | LegalDomicileState |
| Exempt Code Section | 501C3 | ExemptCodeSection |
| Public Charity Status | 7 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UWSEPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRATEGIC COMMUNITY SOLUTIONS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | Q | TransactionType |
| Amount Involved | 2500 | AmountInvolved |
| Method Of Amt Determination | CONTRACTED AMOUNT | MethodOfAmtDetermination |
Comments