2014-02-12T15:34:21-06:00 2013-06-30 MILLIGAN & COMPANY LLC 105 N 22ND ST FL 2 PHILADELPHIA PA 191031302 990 2012-07-01 231556045 UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY UNIT 2156652500 1709 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19103 KAREN CLEARY 2156652500 2014-01-08 true LAVON CHANCY 2154969100 2014-02-12 2012 2015-11-30 17:44:51Z 91482057 false X WWW.UNITEDFORIMPACT.ORG X 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. 65 65 189 0 59962909 63153710 180358 21745 866064 1361939 2695034 3389950 63704365 67927344 39671019 49606286 0 8728497 12463543 113353 129678 6317421 7506474 7523465 56019343 69722972 7685022 -1795628 85308165 99148936 29327419 34715451 55980746 64433485 X 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. false false 12676459 9123062 12676459 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. 8630381 7170752 8630381 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. 6237854 3738080 6237854 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. 30974611 29574416 30974611 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. 30974611 29574416 30974611 58519305 true true false true false false false false false true true false false false false true true true false false false false false true true false false true true true false false false false false false false false true false false false true true false false false true 107 0 true 189 true false false false false false true true false false false false false false X 65 65 false false true false false false false true true false false true true true true true true true true false PA NJ X X X KAREN B CLEARY 2156552500 1709 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19103 X ANDREA ANANIA 1.00 X 0 0 0 DOUG ALLEN 1.00 X 0 0 0 DENNIS BIANCHI 1.00 X 0 0 0 CHRIS BRUNER 1.00 X 0 0 0 CARL M BUCHHOLZ 1.00 X 0 0 0 CHARISSE R LILLIE 1.00 X 0 0 0 CHRISTOPHER CASHMAN 1.00 X 0 0 0 RICK CIMINO 1.00 X 0 0 0 KEVIN DOW 1.00 X 0 0 0 EDWARD LOVELIDGE 1.00 X 0 0 0 HARRIET WEISS 1.00 X 0 0 0 KENNETH GARRETT 1.00 X 0 0 0 J GORDON COONEY JR 1.00 X 0 0 0 MARY STENGEL AUSTIN 1.00 X 0 0 0 JOHN J LYNCH 1.00 X 0 0 0 MELISSA GRIM 1.00 X 0 0 0 JOHN SAVELSON 1.00 X 0 0 0 JOSEPH MULDOON 1.00 X 0 0 0 SHAWN LACY 1.00 X 0 0 0 JORDIE MAINE 1.00 X 0 0 0 J WILLIAM MILLS III 1.00 X 0 0 0 LON GREENBERG 1.00 X 0 0 0 MANUS MCHUGH 1.00 X 0 0 0 RICHARD NEGERIN ESQ 1.00 X 0 0 0 MAUREEN RUSH 1.00 X 0 0 0 MICHAEL D DICANDILO 1.00 X 0 0 0 MICHAEL VALOCCHI 1.00 X 0 0 0 MICHAEL PEARSON 1.00 X 0 0 0 PATRICK EIDING 1.00 X 0 0 0 RAY WELCH 1.00 X 0 0 0 PEDRO RAMOS ESQ 1.00 X 0 0 0 SUSAN VAN BUREN 1.00 X 0 0 0 TARA L WEINER 1.00 X 0 0 0 THOMAS WOODWARD 1.00 X 0 0 0 LONY STRUM 1.00 X 0 0 0 SUZANNE SVIZENY 1.00 X 0 0 0 MARILOU WATSON 1.00 X 0 0 0 DENEAN WILLIAMS 1.00 X 0 0 0 ROB WONDERLING 1.00 X 0 0 0 JOHN ARMAND 1.00 X 0 0 0 TOM BROOKS 1.00 X 0 0 0 RALPH BROWN 1.00 X 0 0 0 MICHAEL CARBONE 1.00 X 0 0 0 FLORA CASTILLO 1.00 X 0 0 0 JOHN CHOU 1.00 X 0 0 0 KRISTIN COLASURDO KEATING 1.00 X 0 0 0 ROGER DENNIS 1.00 X 0 0 0 EDWARD GRAHAM 1.00 X 0 0 0 SIDNEY HAGRO 1.00 X 0 0 0 MINDY HOLMAN 1.00 X 0 0 0 BRIAN JACKSON 1.00 X 0 0 0 BOBBY KEYES 1.00 X 0 0 0 KEVIN KUTCHER 1.00 X 0 0 0 EDWARD MONTGOMERY 1.00 X 0 0 0 JOSEPH MURRAY 1.00 X 0 0 0 DONALD NORCROSS 1.00 X 0 0 0 PHILIP NORCROSS 1.00 X 0 0 0 EDWARD O'MALLEY 1.00 X 0 0 0 PATRICK PRUITT 1.00 X 0 0 0 ELLEN PURDY 1.00 X 0 0 0 BEASELEY REECE 1.00 X 0 0 0 JILL SCHUBERT 1.00 X 0 0 0 CLARE SAPIENZA-ECK 1.00 X 0 0 0 DAVID STANGIS 1.00 X 0 0 0 CHARLES WIMBERG 1.00 X 0 0 0 JILL MICHAL 50.00 X 312310 0 41286 KAREN CLEARY 50.00 X 138154 0 33085 ANNA MADONIA 50.00 X 197888 0 38490 LYNN GIARDINELLI 50.00 X 137373 0 30939 CHRISTOPHER MURRAY 50.00 X 129267 0 36039 ANN O'BRIEN 50.00 X 161173 0 32583 1076165 212422 6 true true false 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 5 X 247379 470268 681861 61754202 861021 63153710 EMERGENCY FOOD BANK 13408 13408 DONOR CHOICE APPLICATION FEE 4600 4600 SPONSORSHIPS 2000 2000 DAYS OR CARING 1737 1737 21745 786562 786562 417641 417641 417641 417641 23948563 23373186 575377 575377 575377 181527 470268 181527 DONOR DESIGN PROC FEE 2691781 2691781 OTHER 280528 280528 2972309 67927344 4355993 417641 49360067 49360067 246219 246219 677046 476040 201006 9275000 4084929 2253403 2936668 619033 243418 182093 193522 1028925 406477 302301 320147 863539 356515 224214 282810 175000 175000 101054 81554 19500 129678 129678 2309511 1808017 215684 285810 109414 61195 14503 33716 296553 126089 53837 116627 476338 195976 124994 155368 884491 352674 223952 307865 151753 73787 28113 49853 877823 379179 65720 432924 501056 186207 134249 180600 620738 231167 173117 216454 106984 39617 35683 31684 PRINTING 546995 143914 20075 383006 OFFICE SERVICES 253706 253706 OTHER 112049 56823 15049 40177 GRANT OVERHEAD REIMB 167035 -167035 -6 6 69722972 58519305 4886246 6317421 8296199 11708557 19977741 23177430 6525655 5531399 258160 362993 13953446 10251174 2588215 3702272 47662195 54666285 85308165 99148936 5904162 5129417 22999244 28274079 424013 945693 366262 29327419 34715451 X 46715987 50977771 7510509 9704819 1754250 3750895 55980746 64433485 85308165 99148936 -1795628 3655470 6592897 X false true X true false X 59296768 60093107 53894618 59962909 63153710 296401112 59296768 60093107 53894618 59962909 63153710 296401112 296401112 1202006 1145456 1065342 1141858 1204203 5758865 302159977 2994054 0.98090 0.97930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false false false true 871066 false false false 871066 false ADDITIONAL INFORMATION SCHEDULE C, PART IV 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. 41524608 4103355 5043667 -3140670 -74413 47456547 36172074 8458109 -1000843 -2057299 -47793 41524608 31320116 811126 5554395 -1445048 -68515 36172074 21053683 8908846 2649684 -1212670 -79427 31320116 26124170 648130 -4511275 -1207342 31053683 0.83840 0.10910 0.05250 false false 406702 406702 9957498 7100169 2857329 3589246 3151005 438241 3702272 46918843 3655470 976077 1116031 5747578 41171265 26756079 26756079 67927344 43929819 976077 -13151 962926 42966893 26756079 26756079 69722972 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. X X X X X X true CENTER FOR RESPONSIBLE FUNDING FUNDRAISIN false 323723 129678 194045 323723 129678 194045 NJ PA FUNDRAISING 463172 331904 131268 131268 FUNDRAISING 105293 73565 31728 31728 1 83330 64799 18531 18531 651795 470268 181527 181527 181527 false SEE ATTACHED 40976926 889 70 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 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES SCHEDULE I, PAGE 1, PART I, LINE 2 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. X X X X X false false false false false false false true false JILL MICHAL 269183 43127 8000 33286 353596 KAREN CLEARY 138154 5713 27372 171239 ANNA MADONIA 197888 6958 31532 236378 LYNN GIARDINELLI 137373 6971 23968 168312 CHRISTOPHER MURRAY 129267 5361 30678 165306 ANN O'BRIEN 161173 6113 26470 193756 NON-FIXED PAYMENTS PROVIDED SCHEDULE J, PAGE 1, PART I, LINE 7 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. X 104 861021 FAIR MARKET VALUE false true true THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS SCHEDULE M, PAGE 1, PART I, LINE 32B UNITED WAY MAINTAINS A BROKERAGE ACCOUNT WITH VANGUARD THAT IS USED TO RECEIVE DONATED SECURITIES. SECURITIES ARE LIQUIDATED FROM THIS ACCOUNT UPON DONATION. 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 UWSEPA SHARED SERVICES COLLABORATIV 1709 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19103 IT HOSTING PA 275280 128280 UWSEPA STRATEGIC COMMUNITY SOLUTIONS 1709 BENJAMIN FRANKLIN PKWY PHILADELPHIA PA 19103 651241811 ACCEPGIFTS PA 501C3 7 UWSEPA false false false false false false false false false false false false false false false false false true false false STRATEGIC COMMUNITY SOLUTIONS Q 2500 CONTRACTED AMOUNT