South-Southwest Surburban United Way: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- South-Southwest Surburban United Way (EIN 23-7144594)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-12-22
- IRS object ID
- 201403569349300240
- Schema version
- 2013v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-12-22T15:17:43-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 W JACKSON BLVD STE 2000 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237144594 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | South-Southwest Surburban United Way | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JENNIFER FRONEK | InCareOfNm |
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 7082487910 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4747 Lincoln Mall Drive suite 405 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Matteson | City |
| State | IL | State |
| ZIP Code | 60443 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN HRISNEY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7082487910 | PhoneNum |
| Signature | 2014-12-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Bridget T Roche | PreparerPersonNm |
| PTIN | P00666837 | PTIN |
| Phone | 7082487910 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Yvonne Orr | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 560 West Lake Street | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60661 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,466,143 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 4371 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UW-MC.ORG/SSW | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | The South-Southwest Suburban United Way improves lives by mobilizing caring people to invest in the community where their resources are needed most. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 72 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,843,826 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,423,492 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,264 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,019 | CYInvestmentIncomeAmt |
| PY Other Revenue | $23,711 | PYOtherRevenueAmt |
| CY Other Revenue | $23,705 | CYOtherRevenueAmt |
| PY Total Revenue | $1,868,801 | PYTotalRevenueAmt |
| CY Total Revenue | $1,448,216 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,587,537 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,178,873 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $174,267 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $214,358 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $94,861 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $83,589 | PYOtherExpensesAmt |
| CY Other Expenses | $90,538 | CYOtherExpensesAmt |
| PY Total Expenses | $1,845,393 | PYTotalExpensesAmt |
| CY Total Expenses | $1,483,769 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $23,408 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$35,553 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $832,829 | TotalAssetsBOYAmt |
| Total Assets EOY | $767,645 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,866 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $829,963 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $767,645 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | South-Southwest Suburban United Way improves lives by mobilizing caring people to invest in the community where their resources are needed most. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $600,825 | ExpenseAmt |
| Grant | $564,197 | GrantAmt |
| Desc | HEALTH & WELLNESS South-Southwest Suburban United Way focuses on connecting people to a medical "home", specifically, a primary care physician whenever possible, as well as health education for youth to promote lifestyle health and prevention of chronic disease. Additionally, United Way addresses basic needs/crisis support through agency partners who provide food, shelter and safety from violence. As of June, 2014, South-Southwest Suburban United Way connected 9,441 individuals to a primary care physician and addressed 52,348 instances of barriers to care (language, transportation, finances. In safety net services, South-Southwest Suburban United Way provided 387,394 individuals with a meal or food from a pantry or shelter, 123,885 people with the financial assistance to stay in their home, and 6,992 people with safety and services related to domestic abuse. Additionally, SOUTH-SOUTHWEST SUBURBAN UNITED WAY PROVIDES SAFETY NET/CRISIS FUNDING SUPPORT TO THOSE INDIVIDUALS AND FAMILIES OF GREATEST NEED IN EMERGENT SITUATIONS. FROM LEGAL ASSISTANCE TO SUPPORTING DOMESTIC VIOLENCE INITIATIVES AND EVERYDAY FOOD NEEDS, SSW WORKS IN TANDEM WITH THE SOUTHLAND HUMAN SERVICE LEADERSHIP COUNCIL AND THE HUB TO AID THOSE IN NEED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $294,600 | ExpenseAmt |
| Grant | $276,641 | GrantAmt |
| Desc | INCOME Employment, financial literacy and income supports are the three pillars of United Way's work in income. Securing the financial stability of more households is part of the three-legged stool of education, income and health which is at the heart of United Way's efforts to improve lives in greater Chicago. In the last year, South-Southwest Suburban United Way programs placed 752 people in jobs they've retained for more than 90 days, connected 1,854 people to new income supports, and provided 1,285 with financial literacy training. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $296,215 | ExpenseAmt |
| Grant | $278,161 | GrantAmt |
| Desc | EDUCATION South-Southwest Suburban United Way focuses its education work in two critical transitions in a child's educational life -- starting kindergarten and beginning high school. United Way programs support quality early learning through preschool and home visits so young children have the strong cognitive, emotional and behavioral foundations to learn. We provide struggling middle school youth with afterschool and family support programs so they can enter high school on-track to succeed. Through our work, 2,653 struggling middle school students were promoted to the next grade level on track, 716 families reported increased confidence in supporting their children's school work at home, 252 young children improved their development screening scores, and 237 families reported being more engaged in their young children's learning. Form 990, Part III, Line 4D ALL OTHER ACHIEVEMENTS OTHER PROGRAM SERVICE ACHIEVEMENTS INCLUDE DESIGNATIONS TO OTHER 501(C)(3) ORGANIZATIONS PAID DIRECTLY BY THE DONOR AND OTHER EXEMPT PURPOSES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $63,761 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $59,874 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $1,255,401 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER FRONEK | PersonNm |
| Phone | 3129062350 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 S WABASH AVE 30TH FLOOR | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60661 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Rev Larry Jackson | |||||||
| President | 10.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Hannah Hayes | |||||||
| Board Member | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Mayme Buckley | |||||||
| Secretary | 10.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| John Hrisney | |||||||
| Treasurer | 10.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Mike Wojcik | |||||||
| Vice President | 10.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Patrick Hutsona | |||||||
| Board Member | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Phil Knowles | |||||||
| Board Member | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Mauricio Lopez | |||||||
| Board Member | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| LaRoy Mack | |||||||
| Board Member | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Debra Meyers-Martin | |||||||
| Board Member | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Jay Readey | |||||||
| Board Member | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Barbara Suggs-Mason | |||||||
| Board Member | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Rita Taylor-Nash | |||||||
| Board Member | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Dr Christal Lori West | |||||||
| Board Member | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Johanns Williams | |||||||
| Board Member | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| R SCOTT FRECH | |||||||
| BOARD MEMBER | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Victor Roberson | |||||||
| Board Member | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Patrick Smith | |||||||
| Board Member | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Ronald Wilson | |||||||
| Board Member | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Geneka Whitaker | |||||||
| Board Member | 4.0 | 0.0 | Yes (X) | $0 | $0 | ||
| Albert Lewis | |||||||
| Board Member | 4.0 | 0.0 | Yes (X) | $0 | $0 | ||
| YVONNE ORR | |||||||
| CPO | 40.0 | 0.0 | Yes (X) | $70,120 | $0 | $9,397 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $70,120 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $9,397 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $9,995 | FederatedCampaignsAmt |
| All Other Contributions | $1,413,497 | AllOtherContributionsAmt |
| Noncash Contributions | $1,596 | NoncashContributionsAmt |
| Total Contributions | $1,423,492 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,019 | TotalRevenueColumnAmt |
| Exclusion | $1,019 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $41,632 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $17,927 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,705 | TotalRevenueColumnAmt |
| Exclusion | $23,705 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,448,216 | TotalRevenueColumnAmt |
| Exclusion | $24,724 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,178,873 | TotalAmt |
| Program Services | $1,178,873 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,712 | TotalAmt |
| Program Services | $34,685 | ProgramServicesAmt |
| Management And General | $17,342 | ManagementAndGeneralAmt |
| Fundraising | $34,685 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,876 | TotalAmt |
| Program Services | $21,688 | ProgramServicesAmt |
| Management And General | $47,115 | ManagementAndGeneralAmt |
| Fundraising | $34,073 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,031 | TotalAmt |
| Program Services | $879 | ProgramServicesAmt |
| Management And General | $1,061 | ManagementAndGeneralAmt |
| Fundraising | $1,091 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,689 | TotalAmt |
| Program Services | $3,580 | ProgramServicesAmt |
| Management And General | $6,068 | ManagementAndGeneralAmt |
| Fundraising | $5,041 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,050 | TotalAmt |
| Program Services | $1,331 | ProgramServicesAmt |
| Management And General | $3,440 | ManagementAndGeneralAmt |
| Fundraising | $2,279 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,000 | TotalAmt |
| Management And General | $41,000 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,157 | TotalAmt |
| Program Services | $3,234 | ProgramServicesAmt |
| Management And General | $3,905 | ManagementAndGeneralAmt |
| Fundraising | $4,018 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,814 | TotalAmt |
| Program Services | $7,486 | ProgramServicesAmt |
| Management And General | $9,035 | ManagementAndGeneralAmt |
| Fundraising | $9,293 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,309 | TotalAmt |
| Program Services | $2,700 | ProgramServicesAmt |
| Management And General | $3,258 | ManagementAndGeneralAmt |
| Fundraising | $3,351 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$408 | TotalAmt |
| Program Services | -$118 | ProgramServicesAmt |
| Fundraising | -$290 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIPMENT RENTAL & MAINT. | $3,180 | $922 | $1,113 | $1,145 |
| MEMBERSHIPS | $486 | $141 | $170 | $175 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,483,769 | TotalAmt |
| Program Services | $1,255,401 | ProgramServicesAmt |
| Management And General | $133,507 | ManagementAndGeneralAmt |
| Fundraising | $94,861 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $690,668 | BOYAmt |
| EOY | $691,788 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,638 | BOYAmt |
| EOY | $71,598 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000 | BOYAmt |
| EOY | $2,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,095 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,095 | LandBldgEquipAccumDeprecAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,523 | BOYAmt |
| EOY | $2,259 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $832,829 | BOYAmt |
| EOY | $767,645 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,866 | BOYAmt |
| EOY | $0 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,866 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $724,857 | BOYAmt |
| EOY | $702,910 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,638 | BOYAmt |
| EOY | $63,267 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,468 | BOYAmt |
| EOY | $1,468 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $829,963 | BOYAmt |
| EOY | $767,645 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $832,829 | BOYAmt |
| EOY | $767,645 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$35,553 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$26,765 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,636,162 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,013,942 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,929,434 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,817,063 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,423,492 | CurrentTaxYearAmt |
| Total | $8,820,093 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,636,162 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,013,942 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,929,434 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,817,063 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,423,492 | CurrentTaxYearAmt |
| Total | $8,820,093 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,267,351 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,552,742 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,702 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,744 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,264 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,019 | CurrentTaxYearAmt |
| Total | $12,074 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,235 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $990 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,238 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,632 | CurrentTaxYearAmt |
| Total | $176,295 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,008,462 | TotalSupportAmt |
| Public Support CY170 | 0.83840 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86603 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,095 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,095 | DepreciationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,416,508 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $1,596 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$26,764 | OtherRevenueAmt |
| Revenue Not Reported | -$25,168 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,441,676 | RevenueSubtotalAmt |
| Other Revenues Not Included | $6,540 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $6,540 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,448,216 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,478,825 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,596 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $1,596 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,477,229 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $6,540 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $6,540 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,483,769 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Uncertain Tax Positions (FIN 48) | Schedule D, Part X, Line 2 United Way of Metropolitan Chicago, Inc., South-Southwest, North-Northwest and DuPage/West Cook have received favorable determination letters from the Internal Revenue Service, stating that they are exempt from Federal income taxes under the provisions of 501(c)(3) of the Internal Revenue Code of 1986, except for income taxes pertaining to unrelated business income. Accounting guidance requires tax effects from uncertain tax positions to be recognized in the financial statements only if the position is more likely than not to be sustained if the position was to be challenged by a taxing authority. Management has determined there are no material uncertain positions which require recognition in the financial statements. Additionally, no provision for income taxes is reflected in these financial statements. There is no interest or penalties recognized in the financial statements. The tax years ending 2010, 2011, 2012 and 2013 are still open to audit for both Federal and state purposes. |
| Reconciliation of Revenue per Audited Fin. Stmts. with Revenue per Return | Schedule D, Part XI, Line 2d Loss on 2012 Campaign Pledges (26,764) Total (26,764) |
| Reconciliation of Revenue per Audited Fin. Stmts. with Revenue per Return | Schedule D, Part XI, Line 4B Designations to Other Organizations Included in Income $6,540 |
| Reconciliation of Exp. per Audited Fin. Stmts. with Exp. per Return | Part XII, Line 4b DESIGNATIONS TO OTHER ORGANIZATIONS INCLUDED IN INCOME $(6,540) |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF OUTING | NameOfEvent1Amt |
| Gross Receipts Event1 | $30,960 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $30,960 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $5,382 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $1,959 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | DAY AT RACES | NameOfEvent2Amt |
| Gross Receipts Event2 | $7,715 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $7,715 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $2,923 | RentFacilityCostsEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $38,675 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $38,675 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,305 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,959 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $10,264 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $28,411 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (35 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Blue Island Citizens for Persons with Developmenta | |||||||
| 2155 Broadway | Blue Island | IL | 60406 | 362603932 | 501(c)3 | $10,000 | Program Support Program Support Program Support Program Support Program Support Program Support Program Support Program Support Program Support Program Support Program Support Program Support Program Support Program Support Program Support Program Support Program Support Program Support Program Support Program Support Program Support Program Support Program Support Program Support Program Support Program Support Program Support Program Support Program Support Program Support Program Support Program Support Program Support Program Support Program Support |
| Bremen Youth Services | |||||||
| 15350 Oak Park | Oak Forest | IL | 60452 | 363502582 | 501(c)3 | $47,400 | Program Support |
| Cabrini Green Legal Aid | |||||||
| 740 N Milwaukee Ave | Chicago | IL | 60642 | 362775706 | 501(c)3 | $20,000 | Program Support |
| Catholic Charities of the Archdiocese of Chicago | |||||||
| 721 North LaSalle Street | Chicago | IL | 60654 | 362170821 | 501(c)3 | $96,191 | Program Support |
| Center for Economic Progress | |||||||
| 29 East Madison Street | Chicago | IL | 60602 | 363693728 | 501(c)3 | $17,500 | Program Support |
| Crisis Center for South Suburbia | |||||||
| PO Box 39 | Tinley Park | IL | 60477 | 363039964 | 501(c)3 | $15,000 | Program Support |
| Ford Heights Community Service Organization Inc | |||||||
| 943 East 14th Street | Ford Heights | IL | 60411 | 362658308 | 501(c)3 | $22,500 | Program Support |
| Harold Colbert Jones Memorial Community Center | |||||||
| 220 E 15th ST | Chicago Heights | IL | 60411 | 362182055 | 501(c)3 | $67,500 | Program Support |
| Illinois Action for Children | |||||||
| 4753 N Broadway STE 1200 | Chicago | IL | 60640 | 362712912 | 501(c)3 | $61,668 | Program Support |
| IL-WI Regional Sertoma Center for Communicative Di | |||||||
| 10409 S Roberts RD | Palos Hills | IL | 60465 | 362882864 | 501(c)3 | $48,332 | Program Support |
| LAF | |||||||
| 111 West Jackson Blvd | Chicago | IL | 60604 | 362754650 | 501(c)3 | $30,000 | Program Support |
| Lutheran Child and Family Services of Illinois | |||||||
| 6127 S University Ave | Chicago | IL | 60637 | 362167778 | 501(c)3 | $15,000 | Program Support |
| McCormick Foundation | |||||||
| 205 N Michigan Ave STE 4300 | Chicago | IL | 60661 | 363689171 | 501(c)3 | $53,333 | Program Support |
| Metropolitan Family Services | |||||||
| One North Dearborn | Chicago | IL | 60602 | 362167940 | 501(c)3 | $80,759 | Program Support |
| National Able Network Inc | |||||||
| 180 North Wabash | Chicago | IL | 60601 | 237339397 | 501(c)3 | $25,000 | Program Support |
| National Kidney Foundation of Illinois | |||||||
| 215 West Illinois Street | Chicago | IL | 60654 | 366009226 | 501(c)3 | $20,000 | Program Support |
| Park Lawn School & Activity Center Inc | |||||||
| 10833 South Laporte Ave | Oak Lawn | IL | 60453 | 362806708 | 501(c)3 | $12,500 | Program Support |
| Pillars | |||||||
| 333 N LaGrange Rd | LaGrange Park | IL | 60526 | 364166490 | 501(c)3 | $10,000 | Program Support |
| PLOWS Council on Aging | |||||||
| 7808 College Dr | Palos Heights | IL | 60463 | 362882809 | 501(c)3 | $55,000 | Program Support |
| Respond Now | |||||||
| PO Box 215 | Chicago Heights | IL | 60411 | 237091808 | 501(c)3 | $32,677 | Program Support |
| Restoration Ministries Inc | |||||||
| 253 East 159th Street | Harvey | IL | 60426 | 363552070 | 501(c)3 | $60,000 | Program Support |
| Safer Foundation | |||||||
| 571 West Jackson Blvd | Chicago | IL | 60661 | 362762168 | 501(c)3 | $15,000 | Program Support |
| Salvation Army The | |||||||
| 5040 North Pulaski Road | Chicago | IL | 60610 | 362167910 | 501(c)3 | $20,600 | Program Support |
| Sertoma Centre Inc | |||||||
| 4343 West 123rd Street | Alsip | IL | 60803 | 362720586 | 501(c)3 | $12,500 | Program Support |
| Solutions for Care | |||||||
| 7222 W Cermak RD 200 | North Riverside | IL | 60546 | 237176798 | 501(c)3 | $12,500 | Program Support |
| South Suburban Council on Alcoholism and Substance | |||||||
| 1909 Cheker Square | Hazel Crest | IL | 60429 | 362654921 | 501(c)3 | $68,334 | Program Support |
| South Suburban Family Shelter Inc | |||||||
| PO Box 937 | Homewood | IL | 60430 | 363089796 | 501(c)3 | $33,916 | Program Support |
| Southland Health Care Forum | |||||||
| 30 E 15th St | Chicago Heights | IL | 60411 | 571192504 | 501(c)3 | $28,750 | Program Support |
| Southland Hispanic Leadership Council | |||||||
| 21110 S Western | Olympia Fields | IL | 60461 | 200879667 | 501(c)3 | $26,666 | Program Support |
| SouthSTAR Services | |||||||
| 1005 West End Ave | Chicago Heights | IL | 60411 | 237294685 | 501(c)3 | $15,000 | Program Support |
| Southwest Community Services Inc | |||||||
| 6775 Prosperi Dr | Tinley Park | IL | 60477 | 237136028 | 501(c)3 | $33,334 | Program Support |
| Thrive Counseling Center | |||||||
| 120 South Marion Street | Oak Park | IL | 60302 | 362179793 | 501(c)3 | $7,500 | Program Support |
| Together We Cope | |||||||
| 17010 S Oak Park Ave | Tinley Park | IL | 60477 | 363666952 | 501(c)3 | $37,500 | Program Support |
| YMCA of Metropolitan Chicago | |||||||
| 801 North Dearborn | Chicago | IL | 60610 | 362179782 | 501(c)3 | $28,261 | Program Support |
| YWCA Metropolitan Chicago | |||||||
| 360 North Michigan Ave | Chicago | IL | 60601 | 362179765 | 501(c)3 | $30,000 | Program Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 35 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | South-Southwest Suburban monitors the use of grants in the United States by requiring agencies to submit, no less than annually, information related to programs being funded. Information may include, but is not limited to, client demographics, program activities, program measurements and program outcomes. United Way of Metropolitan Chicago and South-Southwest Suburban United Way staff also convene and correspond with grantees on a regular basis. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| General Information | UNITED WAY OF METROPOLITAN CHICAGO, INC. ("UWMC") IS AN ILLINOIS NON-PROFIT PHILANTHROPIC CORPORATION WHOSE MISSION IS TO IMPROVE THE LIVES IN THE METROPOLITAN CHICAGO AREA BY MOBILIZING CARING PEOPLE TO INVEST IN THE COMMUNITY WHERE THEIR RESOURCES ARE NEEDED THE MOST. AS OF JUNE 30, 2014, UWMC HAD THREE MEMBER UNITED WAYS ("MUWS"): SOUTH-SOUTHWEST SUBURBAN UNITED WAY UNITED WAY OF DUPAGE/WEST COOK UNITED WAY NORTH-NORTHWEST EFFECTIVE JULY 1, 2013, NORTHWEST SUBURBAN UNITED WAY AND NORTH SHORE UNITED WAY MERGED TO FORM UNITED WAY NORTH-NORTHWEST. THE VISION OF UWMC AND THE MUWS IS THAT METROPOLITAN CHICAGO BECOMES A REGION OF THRIVING COMMUNITIES WHERE ALL INDIVIDUALS AND FAMILIES ARE ABLE TO ACHIEVE THEIR FULL POTENTIAL. THE CHALLENGES FACING COMMUNITIES IN THE METROPOLITAN AREA ARE COMPLEX AND MULTI-FACETED, REQUIRING TAILORED, LONG-TERM SOLUTIONS THAT ADDRESS THE ROOT CAUSES OF THESE ISSUES. TO ADDRESS THESE CHALLENGES, UWMC AND THE MUWS ARE FOCUSED ON GENERATING AND COORDINATING DONOR RESOURCES, COLLABORATING WITH SOCIAL SERVICE PROVIDERS AND ENGAGING GOVERNMENT AND CIVIC LEADERS TO DELIVER LASTING SOLUTIONS TO THESE COMPLEX COMMUNITY CHALLENGES ACROSS THE REGION. UWMC AND THE MUWS IMPLEMENTED A REGION-WIDE PLAN TO ENSURE SIGNIFICANT IMPACT BY 2020. THE PLAN FOCUSES ON THE 60 COMMUNITIES OF GREATEST NEED IN THE REGION, AND INCLUDES REGIONAL STRATEGIES AND NEIGHBORHOOD-SPECIFIC SOLUTIONS. THE KEY TO LASTING COMMUNITY CHANGE IS TO ADDRESS THE ROOT CAUSES OF THE COMPLEX ISSUES THAT INDIVIDUALS, FAMILIES AND NEIGHBORHOODS FACE BY FOCUSING ON THREE KEY LEVERS - EDUCATION, INCOME AND HEALTH. UWMC AND THE MUWS ALSO FOCUS ON SAFETY NET ISSUES TO ENSURE THAT THE BASIC NEEDS - FOOD, SHELTER AND SAFETY - FOR INDIVIDUALS AND FAMILIES ARE MET. THE PLAN INCLUDED FOUR HIGH VALUE OUTCOMES TO BE ACHIEVED OVER 10 YEARS: 1) HELP 50,000 UNDERPERFORMING MIDDLE SCHOOL STUDENTS ENTER HIGH SCHOOL READY TO SUCCEED 2) ADVANCE ECONOMIC STABILITY FOR 100,000 HOUSEHOLDS 3) CONNECT OVER 200,000 PEOPLE WITH AVAILABLE, PREVENTATIVE HEALTH SERVICES 4) ANSWER THE CRISIS NEEDS OF APPROXIMATELY 1 MILLION PEOPLE EVERY YEAR BY PROVIDING FOOD, SHELTER AND FREEDOM FROM VIOLENCE SINCE IMPLEMENTING THE IMPACT PLAN, UWMC AND THE MUWS HAVE MADE SIGNIFICANT PROGRESS TOWARD THOSE GOALS: 1) 34,992 MIDDLE SCHOOL STUDENTS ARE ON TRACK TO GRADUATE/BE PROMOTED TO NEXT GRADE LEVEL, REPRESENTING 70% OF THE 2020 GOAL. 2) 65,189 HOUSEHOLDS HAVE IMPROVED THEIR ECONOMIC STABILITY, 65% OF THE 2020 GOAL. 3) 265,643 PEOPLE HAVE BEEN CONNECTED TO A PRIMARY CARE PHYSICIAN, EXCEEDING THE 2020 GOAL AT 133%. 4) FOR FY14, 858,518 PEOPLE IN CRISIS WERE PROVIDED WITH FOOD, SHELTER AND SAFETY, REPRESENTING 86% OF THE ANNUAL GOAL. TO FURTHER ADDRESS THE COMPLEX CHALLENGES IN COMMUNITIES OF GREATEST NEED THROUGHOUT THE REGION, UNITED WAY DEVELOPED THE LIVE UNITED NEIGHBORHOOD NETWORK (LUNN) INITIATIVE. THE LUNN INITIATIVE UTILIZES A COLLECTIVE IMPACT MODEL TO GUIDE STRATEGIES WITH PARTNERS, COORDINATE PROGRAMMING, AND COLLABORATE ON MEASUREMENT. THE FIRST LUNN WAS LAUNCHED IN MARCH 2013 IN BRIGHTON PARK AND HAS DELIVERED SIGNIFICANT RESULTS ACROSS ALL DIMENSIONS INCLUDING: - EDUCATION - FRESHMEN ON TRACK AT THE MAIN HIGH SCHOOL GREW FROM 74% TO 84%, SURPASSING THE CHICAGO PUBLIC SCHOOLS AVERAGE OF 82% - INCOME - 303 FAMILIES RECEIVED A TOTAL OF $591K IN TAX REFUNDS THAT WOULD HAVE OTHERWISE GONE UNCLAIMED - HEALTH - 4,885 PEOPLE LEARNED HOW TO IMPROVE THEIR DIET AND EXERCISE HABITS THROUGH HEALTH PROMOTER PROGRAMS THE SECOND LUNN WAS LAUNCHED IN AUGUST 2014 IN WEST CHICAGO AND EIGHT ADDITIONAL LUNNS WILL BE LAUNCHED IN FY15 AND FY16. THE CRITICAL WORK OF UWMC AND THE MUWS REQUIRES SIGNIFICANT RESOURCES AND SUPPORT IS RAISED THROUGH A DIVERSIFIED REVENUE MODEL. UWMC AND THE MUWS CONDUCT WORKPLACE GIVING CAMPAIGNS, RECEIVE INDIVIDUAL AND MAJOR GIFTS, ARE AWARDED GRANTS AND ARE THE BENEFICIARIES OF OTHER CONTRIBUTIONS FROM PRIVATE FOUNDATIONS AND OTHER ORGANIZATIONS. UWMC AND THE MUWS RAISED $55.0M FOR THE FISCAL YEAR ENDED JUNE 30, 2014, UP 6.5% FROM THE PRIOR YEAR. THIS SUCCESS WAS BASED ON THE DIVERSIFICATION OF REVENUE STREAMS, INCLUDING NEW STRATEGIC CORPORATE PARTNER GIFTS AND GOVERNMENT GRANTS. THE TRANSFORMATION OF COMMUNITIES INVOLVES INVESTING IN COORDINATED SOLUTIONS AND, IMPORTANTLY, CONNECTING DONORS TO THEIR INVESTMENTS. THE INVESTMENT IN COMMUNITIES IN THE FISCAL YEAR ENDED JUNE 30, 2014 FOR UWMC AND THE MUWS (SEE THE MEMBER UNITED WAYS' SEPARATE INDIVIDUAL FORM 990'S) TOTALED $38.6M AND INCLUDED PARTNER AGENCY PROGRAM FUNDING, INVESTMENTS IN STRATEGIC FOCUS AREAS (EDUCATION, INCOME AND HEALTH), SAFETY NET/BASIC NEEDS FUNDING AND RESOURCES FOR THE LIVE UNITED NEIGHBORHOOD NETWORKS. THIS TOTAL INVESTMENT IS PROJECTED TO INCREASE OVER THE NEXT SEVERAL YEARS. |
| Number of Volunteers | Form 990, Part I, Line 6 THERE ARE 72 VOLUNTEERS SERVING ON THE BOARD IN SEVERAL COMMITTEES WHICH INCLUDE THE COMMUNITY IMPACT STEERING COMMITTEE, BOARD DEVELOPMENT COMMITTEE, NOMINATING COMMITTEE, RESOURCE DEVELOPMENT COMMITTEE, FINANCE COMMITTEE, AND EXECUTIVE COMMITTEE. |
| 1099s Transmitted by UWMC | Form 990, Part V, Line 1a United Way of Metropolitan Chicago, Inc., as the common paymaster, has filed Forms 1099 to report certain amounts as required. |
| W-3s Transmitted by UWMC | Form 990, Part V, Line 2a United Way of Metropolitan Chicago, Inc., as the common paymaster, has filed Form W-3 to report certain amounts as required. |
| Delegation of Authority | Form 990, Part VI, Line 1a The Board of Directors has delegated authority to the Executive Committee to conduct affairs of the Board of Directors between meetings of the Board as permitted by law and under the bylaws of South-Southwest Suburban United Way ("South-Southwest"). The Executive Committee consists of officers of South-Southwest and the chairpersons of the other standing committees of the Board. All such actions by the Executive Committee must be reported to the Board of Directors for appropriate action at the next meeting of the Board following such Executive Committee action. |
| Decisions Subject to Approval | Form 990, Part VI, Line 7b EACH MUW IS REGISTERED WITH THE STATE OF ILLINOIS AND EACH ORGANIZATION FILES A SEPARATE FORM 990 INFORMATIONAL TAX RETURN. ONE COMBINED FINANCIAL STATEMENT AUDIT IS PERFORMED FOR UWMC AND ITS MUWS. EACH MUW BOARD OF DIRECTORS MUST VOTE ON A RESOLUTION TO ADOPT THE MEMBERSHIP AGREEMENT WITH THE UWMC THEREBY ACCEPTING COMPLIANCE WITH UWMC'S POLICIES, STANDARDS, AND CRITERIA OF MEMBERSHIP. THE MEMBERSHIP AGREEMENT IS SUBJECT TO APPROVAL AND RATIFICATION OF THE UWMC BOARD OF DIRECTORS. EACH MUW BOARD OF DIRECTORS IS GOVERNED BY BYLAWS THAT HAVE BEEN APPROVED BY UWMC. THE MEMBER ADVISORY COMMITTEE IS A COMMITTEE OF THE UWMC BOARD OF DIRECTORS COMPRISED OF TWO REPRESENTATIVES FROM EACH MUW AND FOUR REGIONAL SUBURBAN REPRESENTATIVES WHO ARE UWMC BOARD OF DIRECTOR MEMBERS. THE MEMBER ADVISORY COMMITTEE PROVIDES ADVICE, WITH RESPECT TO THE MUWS, TO THE UWMC BOARD OF DIRECTORS AS TO FUND DISTRIBUTIONS, AGENCY ALLOCATIONS, BUDGET, OPERATIONS, AND RELATED POLICIES. THE UWMC BOARD OF DIRECTORS HAS ULTIMATE AUTHORITY OVER POLICY AND APPROVAL OF AGENCY ALLOCATIONS. HISTORICALLY, THE UWMC BOARD OF DIRECTORS HAS HONORED THE RECOMMENDATIONS WHICH HAVE BEEN PRESENTED BY THE MEMBER ADVISORY COMMITTEE ON BEHALF OF THE MUWS. EACH MUW IS CERTIFIED BY UNITED WAY WORLDWIDE AND THIS CERTIFICATION IS CONTINGENT ON THE MUWS ACTIVE MEMBERSHIP AGREEMENT WITH UWMC. UWMC PROVIDES FINANCE, ACCOUNTING, INFORMATION SYSTEMS, HUMAN RESOURCES, AND OTHER ADMINISTRATIVE SUPPORT TO THE MUWS. UWMC ACTS AS AN AGENT FOR THE MUWS IN PROCESSING PLEDGES, RECEIVING CASH ON PLEDGES, AND PAYING MUW ALLOCATIONS AND EXPENSES. CASH RECEIPT AND PAYMENT ACTIVITIES AND THE SUPPORT REIMBURSEMENT ARRANGEMENT TOGETHER RESULT IN INTERCOMPANY RECEIVABLES AND PAYABLES THROUGHOUT EACH FISCAL YEAR FOR UWMC AND THE MUWS. |
| Form 990 Review Process | Form 990, Part VI, Line 11b A REVIEW OF THE FORM 990 WAS CONDUCTED BY THE TREASURER FROM THE BOARD OF DIRECTORS AND THE CHIEF PROFESSIONAL OFFICER PRIOR TO THE FILING OF THE FORM 990. A COPY OF THE FORM 990 was provided to the TREASURER AND CHIEF PROFESSIONAL OFFICER TO ALLOW ADVANCE TIME FOR THE REVIEW. COMMENTS REGARDING THE PREPARATION OF THE FORM 990 WERE SHARED WITH THE TREASURER AND CHIEF PROFESSIONAL OFFICER. QUESTIONS OR COMMENTS FROM THE TREASURER AND CHIEF PROFESSIONAL OFFICER CONCERNING THE FORM 990 WERE SOLICITED. FOLLOWING THE REVIEW AND APPROVAL BY THE TREASURER AND CHIEF PROFESSIONAL OFFICER, THE FORM 990 WAS provided TO EACH OF THE VOTING MEMBERS OF THE BOARD DIRECTORS PRIOR TO THE FILING. |
| Conflict of Interest Policy Monitoring & Enforcement | Form 990, Part VI, Line 12c THE ORGANIZATION HAS A FORMALIZED BUSINESS ETHICS POLICY ("ETHICS POLICY"). THE ETHICS POLICY IS APPLICABLE TO ALL EMPLOYEES AND DIRECTORS OF THE BOARD OF UWMC AND DIRECTORS OF ITS MEMBER UNITED WAYS, SPOUSES, AND CLOSE FAMILY MEMBERS OF ALL OFFICERS AND EMPLOYEES. THE ETHICS POLICY ALSO APPLIES TO BOARD AND KEY COMMITTEES OF EXECUTIVE, CHICAGO COUNCIL, NOMINATING, FINANCE, AUDIT, CAMPAIGN CABINET, MEMBER ADVISORY, COMPENSATION, ENDOWMENT AND DIVERSITY; COLLECTIVELY REFERRED TO AS THE "UWMC ORGANIZATIONAL MEMBERSHIP". THE ETHICS POLICY INCLUDES A CODE OF BUSINESS ETHICS SECTION COVERING, AMONG OTHER TOPICS, COMPLIANCE WITH LAWS, RULES AND REGULATIONS; CONFLICT OF INTEREST; BRIBES, KICKBACKS AND OTHER IMPROPER PAYMENTS; MISAPPROPRIATION OR DISREGARD OF DONOR, EMPLOYEE, OR CUSTOMER PRIVATE DATA; ACCOUNTING PRACTICES; PROVIDING AND ACCEPTING ENTERTAINMENT; RECEIVING GIFTS AND PRIZES; GIVING GIFTS; POLITICAL CONTRIBUTIONS AND ACTIVITY; AND RECORDS/COMMUNICATIONS. THE ETHICS POLICY ALSO CONTAINS INFORMATION ABOUT WHISTLEBLOWER PROTECTION, CERTIFICATION OF COMPLIANCE WITH THE ETHICS POLICY AND REPORTING ILLEGAL OR UNETHICAL BEHAVIOR. REGARDING CONFLICTS OF INTEREST, THE UWMC ORGANIZATIONAL MEMBERSHIP IS PROHIBITED FROM PARTICIPATING IN ANY OUTSIDE BUSINESS VENTURE FOR FINANCIAL GAIN OR OTHERWISE WHICH CONFLICTS WITH THE ORGANIZATION'S ON-GOING OR PROPOSED ACTIVITIES. A MEMBER OF THE UWMC ORGANIZATIONAL MEMBERSHIP MAY NOT ENGAGE IN UWMC BUSINESS WITH ANY FIRM IN WHICH A CLOSE RELATIVE HAS AN EXECUTIVE POSITION OR A SIGNIFICANT FINANCIAL INTEREST UNLESS SUCH TRANSACTIONS ARE APPROVED IN ADVANCE BY AN OBJECTIVE SENIOR OFFICER (PRESIDENT OR STAFF ETHICS OFFICER) AND ARE REPORTED IN THE COMPLIANCE QUESTIONNAIRE. EACH MEMBER OF THE UWMC ORGANIZATIONAL MEMBERSHIP IS ANNUALLY REQUIRED TO COMPLETE A COMPLIANCE QUESTIONNAIRE. THE RESULTS OF THE ANNUAL CERTIFICATION are reported TO THE BOARD OF DIRECTORS AND AUDIT COMMITTEE ANNUALLY. IN ADDITION TO THE AFOREMENTIONED CERTIFICATION PROCEDURE, ALL EMPLOYEES ARE REQUIRED TO PROMPTLY REPORT TO SUPERVISORS OR OTHER APPROPRIATE PERSONNEL INCLUDING OFFICERS, ANY OBSERVED ILLEGAL OR UNETHICAL BEHAVIOR AND TO SEEK ADVICE WHEN IN DOUBT ABOUT A PARTICULAR SITUATION. EMPLOYEES OR OTHERS MAY FILE A REPORT WITH ETHICSPOINT, AN ANONYMOUS-SOURCE FACILITATOR, AT ETHICSPOINT.COM OR BY PHONING 1.888.353.5703 OR BY WRITING TO THE UWMC. ALL REPORTS WILL BE BROUGHT TO THE ATTENTION OF THE STAFF ETHICS OFFICER, PRESIDENT/CEO, CHIEF OPERATING OFFICER AND VICE PRESIDENT OF TALENT MANAGEMENT AND INCLUSION; EXCLUDED WILL BE ANY ONE OF THIS GROUP THAT IS IMPLICATED. THE STAFF ETHICS OFFICER (OR ALTERNATIVELY THE CEO AND CHIEF OPERATING OFFICER) WILL DETERMINE THE PROPER PATH OF RESOLUTION FOR ALL REPORTS MADE. ALL REPORTS RELATING TO FINANCIAL MATTERS WILL BE BROUGHT TO THE ATTENTION OF THE AUDIT COMMITTEE. IN APPROPRIATE CIRCUMSTANCES, REPORTS MAY BE REFERRED TO AN OUTSIDE FACILITATOR FOR FEEDBACK TO THE INDIVIDUAL FILING THE COMPLAINT. |
| Process for Determining Compensation | Form 990, Part VI, Line 15a COMPENSATION PROCESS FOR TOP OFFICIAL: THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF South-Southwest REVIEWS THE PERFORMANCE AND COMPENSATION OF THE CHIEF PROFESSIONAL OFFICER ("CPO"). ANY COMPENSATION ADJUSTMENTS ARE ALSO APPROVED BY THE EXECUTIVE COMMITTEE. A PERFORMANCE SELF-EVALUATION IS COMPLETED BY THE CPO AT THE CONCLUSION OF EACH FISCAL YEAR. THE PRESIDENT OF THE BOARD OF DIRECTORS AND THE CHIEF OPERATING OFFICER AT UWMC REVIEW THE SELF-EVALUATION AND REACH CONSENSUS REGARDING THE CPO'S PERFORMANCE. THE BOARD PRESIDENT PRESENTS A SUMMARY OF PERFORMANCE REVIEW COMMENTS AND SALARY DATA TO THE EXECUTIVE COMMITTEE FOR THEIR CONSIDERATION AND APPROVAL. THE SALARY DATA, PROVIDED BY UWMC, CONSISTS OF A SALARY RANGE FROM UNITED WAY WORLDWIDE SALARY DATA FOR AN EQUIVALENT POSITION AT OTHER SIMILARLY-SIZED UNITED WAY ORGANIZATIONS. THE DECISION OF THE EXECUTIVE COMMITTEE IS DOCUMENTED IN MEETING MINUTES. THIS REVIEW OF THE CPO PERFORMANCE AND SALARY WAS MOST RECENTLY PERFORMED FOR THE FISCAL YEAR ENDED JUNE 30, 2014. South-SouthWEST DOES NOT HAVE ANY OTHER OFFICERS OR KEY EMPLOYEES (AS DEPICTED ON FORM 990 PART VI, LINE 15B) WHO RECEIVE COMPENSATION. THE ONLY INDIVIDUAL THAT RECEIVES SUCH COMPENSATION IS THE CPO. the process for determining compensation for the cpo is described above. |
| Documents are Made Available to the Public | Form 990, Part VI, lINE 18 The following organizations are affiliated with UWMC: United Way of DuPage/West Cook United Way North-Northwest South-Southwest Suburban United Way The Internal Revenue Service ("IRS") has recognized this group of organizations (referred by the IRS as "subordinates") as tax-exempt because they are affiliated with the UWMC. This avoids the need for each of the organizations to apply for exemption individually. A group exemption letter issued by the IRS has the same effect as an individual exemption letter except that it applies to more than one organization. UWMC was issued a determination letter in 2004 and the UWMC is exempt under section 501(c)(3) of the Internal Revenue Code. In addition, the IRS recognizes these subordinates as exempt from Federal income tax. Form 1023 is available on UWMC's website at www.uw-mc.org. South-Southwest makes its form 990 available on its website. |
| Documents are Made Available to the Public | Form 990, Part VI, Line 19 South-Southwest MAKES ITS GOVERNING DOCUMENTS, THE BYLAWS AND ARTICLES OF INCORPORATION, AVAILABLE UPON REQUEST. THE MOST RECENT AUDITED FINANCIAL STATEMENTS AND A LINK TO ETHICSPOINT ARE AVAILABLE ON THE South-Southwest Suburban UNITED WAY WEBSITE (www.uw-mc.org/ssw/). ETHICSPOINT IS A CUSTOMIZED PAGE CREATED FOR UWMC AND ITS MEMBER UNITED WAYS. WITHIN ETHICSPOINT, THERE IS A LINK TO THE BUSINESS ETHICS POLICY CONTAINING THE CONFLICT OF INTEREST POLICY. |
| FUNCTIONAL EXPENSES | FORM 990, PART IX, SUMMARY SOUTH-SOUTHWEST CALCULATES ITS 2013 TAX YEAR (FISCAL YEAR ENDED JUNE 30, 2014) OVERHEAD RATE USING THE SUM OF MANAGEMENT AND GENERAL TOTAL EXPENSES AND FUNDRAISING TOTAL EXPENSES REPORTED IN PART IX (STATEMENT OF FUNCTIONAL EXPENSES) DIVIDED BY THE TOTAL REVENUE REPORTED IN PART VIII, LINE 12 OF COLUMN A. THIS OVERHEAD RATE FOR THE 2013 TAX YEAR IS 16.3% AND IS ONLY FOR SOUTH-SOUTHWEST. EXPENSES INCURRED BY UWMC AND THE MUWS REFLECT THE RESOURCES AND LEVERAGE THAT UNITED WAY BRINGS IN THE AREAS OF FUNDRAISING, EXPERTISE, PARTNERSHIPS, VOLUNTEERS, ADVOCACY AND CONVENING. THESE RESOURCES AND LEVERAGE ENABLE UWMC AND THE MUWS TO EXECUTE STRATEGIES THAT TRANSFORM COMMUNITIES IN EDUCATION (INCREASE THE NUMBER OF HIGH SCHOOL GRADUATES), INCOME (ADVANCE ECONOMIC STABILITY), HEALTH (CONNECT PEOPLE WITH HEALTH SERVICES) AND BASIC NEEDS (STABILIZE PEOPLE FACING CRISIS IN AREAS OF FOOD, SHELTER AND FREEDOM FROM VIOLENCE). |
| Administrative Support Reimbursement | Form 990, Part IX, Line 11a THE AMOUNT INCLUDED IN THIS LINE REPRESENTS THE REIMBURSEMENT MADE BY South-Southwest Suburban United Way TO UWMC FOR THE ADMINISTRATIVE SUPPORT DESCRIBED ELSEWHERE IN SCHEDULE O. |
| Other Changes in Net Assets | Form 990, Part XI, Line 9 Loss on 2012 Campaign Pledges................................ $(26,765) |
| AUDIT OVERSIGHT AND SELECTION PROCESS | Form 990, Part XII, Line 2C UWMC has an Audit Committee which is responsible for the oversight of the audit of the consolidated financial statements and the selection of the independent certified public accountants. |
Comments