2014-02-10T16:19:13-06:00 2013-06-30 GRANT THORNTON LLP 175 W JACKSON BLVD STE 2000 CHICAGO IL 60604 990 2012-07-01 300200478 United Way of Metropolitan Chicago INC % JENNIFER FRONEK UNIT 3129062350 333 South Wabash Avenue 30th Floor Suite Chicago IL 60604 JENNIFER FRONEK 3129062350 2014-02-10 true JULIE A DEE 3128560200 2012 2015-11-30 17:44:51Z X Wendy Duboe 333 South Wabash Avenue Chicago IL 60604 46841898 false X www.uw-mc.org X 2004 IL United Way of Metropolitan Chicago improves lives by mobilizing caring people to invest in the community where their resources are needed most. 28 27 108 6401 0 0 46003818 43643139 821099 777628 79633 417919 85480 15998 46990030 44854684 34963213 35574976 0 0 8206946 8413114 0 0 4619431 3317957 4077087 46488116 48065177 501914 -3210493 34800815 31271918 16717286 13323037 18083529 17948881 X UNITED WAY OF METROPOLITAN CHICAGO IMPROVES LIVES BY MOBILIZING CARING PEOPLE TO INVEST IN THE COMMUNITY WHERE THEIR RESOURCES ARE NEEDED MOST. false false 22396795 22396795 777628 Other program service achievements include designations by donors to subordinate organizations (Member United Ways; $4,046,246), and other 501(c)(3) organizations ($14,281,110), grants to subordinate organizations (Member United Ways; $1,237,582), and grants and other distributions ($2,831,857). 7385028 6132885 United Way's 10-year goal for health is to connect over 200,000 people with available, preventative health services. We focus on the underling factors that lead to early death so we can increase the number of households living longer, healthier lives. We work to stabilize families and individuals in immediate crisis and mobilize our community to create safe places and a healthy environment. United Way also focuses on funding programs in United Way partner communities that best increase physical activity, healthy eating behaviors and work towards eliminating desserts. By reducing barriers to health care access, we connect people to consistent primary, mental and social health services. THROUGH THIS INITIATIVE, 74,220 INDIVIDUALS CONNECTED WITH A PRIMARY CARE PHYSICIAN, AN AVERAGE OF 37,000/YEAR. TO DATE, 500,000 PEOPLE EXPERIENCED REDUCED BARRIERS TO CARE (FINANCIAL, LANGUAGE, LOCATION, AND KNOWING A PROVIDER). 5607371 4656633 United Way's 10 year goal for education is to help 50,000 underperforming middle school kids enter high school ready to succeed. We will accomplish this goal by laser-focusing on two key transition periods in a child's life: early childhood education and middle school transition into high school. We ensure children enter school ready to learn by expanding access to and participating in high-quality preschools and home visitation programs and ensuring parental involvement through outreach and education programs. We also prepare middle school kids to enter high school ready to succeed by increasing resources for existing community schools in United Way partner communities and bringing community leadership and planning into schools through local advisory boards. THROUGH THIS INITIATIVE, 7,500 MIDDLE SCHOOL STUDENTS ARE READY FOR HIGH SCHOOL SUCCESS. TO DATE, 92% OF THESE STUDENTS WERE PROMOTED TO THE NEXT GRADE LEVEL; 95% OF FAMILIES OF PRESCHOOL CHILDREN AND 84% OF FAMILIES OF MIDDLE-SCHOOL CHILDREN REPORTED FEELING MORE CONFIDENT TO SUPPORT THEIR CHILDREN'S LEARNING AT HOME; AND 10,177 KIDS WERE READY FOR KINDERGARTEN. 2876353 2388663 38265547 true true false true false false false false false true true false false false true true false true false false false false false false false false false true false true false false false false false false false false true false false false false false false false false true 28 0 108 true false false false false false true true false false false false X 28 27 false false false false true false false true true false true true true true true true true true true true false IL X X JENNIFER FRONEK 3129062312 333 S WABASH AVE 30TH FLOOR Chicago IL 60604 Alison L Chung 1.0 X 0 0 0 Andrew J McKenna Sr 1.0 X 0 0 0 Tyrone C Fahner 1.0 X 0 0 0 Beth Reese 1.0 X 0 0 0 Bruce J Piller 1.0 X 0 0 0 Cary Grace 1.0 X 0 0 0 Dean Harrison 1.0 X 0 0 0 Ellen Costello 1.5 X X 0 0 0 Cheryl A Francis 1.0 X 0 0 0 Frederick H Waddell 1.5 X X 0 0 0 Joe Picone 1.0 X 0 0 0 Jay L Henderson 1.5 X X 0 0 0 Paul La Schiazza 1.0 X 0 0 0 Jorge Ramirez 1.0 X 0 0 0 Thomas F Bennington Jr 1.0 X 0 0 0 Timothy P Maloney 1.0 X 0 0 0 Neeraj K Mehta 1.0 X 0 0 0 Deborah L Dehaas 1.5 X X 0 0 0 Lester H McKeever Jr 1.0 X 0 0 0 Martha Hinchman 1.5 X X 0 0 0 W James Farrell 1.0 X 0 0 0 Rev Larry L Jackson 1.0 X 0 0 0 Wendy Duboe 37.5 X X 336389 19087 Joseph A Gregoire 1.0 X Kristie Paskvan 1.0 X Deborah K Price 1.0 X William A Von Hoene Jr 1.0 X Rick Fezell 1.0 X Arlene Kowalczyk 1.0 X Kathryn Hayley 1.0 X David Speer 1.0 X Jennifer Fronek 37.5 X 97297 0 11084 Laura Skarnulis 37.5 X 221577 28715 Serita Guyton 37.5 X 89292 18544 Joseph Vanyo 37.5 X 172686 13337 Anna Clarke 37.5 X 87187 8115 Sandra Kay-Weaver 37.5 X 123879 21931 Richard Jones 37.5 X 44805 3530 Andrea Bazan 37.5 X 56557 3777 Lori Gruber 37.5 X 67009 6271 Christal H Stinson 37.5 X 136098 7138 Laura Thrall 37.5 X 298000 5494 1730776 0 147023 7 true true false Pitney Bowes PO Box 845801 DALLAS TX 75284 Administrative 199696 Grant Thornton LLP 175 W Jackson Blvd 20th FL CHICAGO IL 60604 Accounting 152268 UPIC Solutions 2400 Reading Road CINCINNATI OH 45202 Technlogy 137039 3 323545 20000 43299594 688885 43643139 MANAGEMENT FEE FROM OTHER UW ORGS 561000 572105 572105 DESIGNATION FEES 561000 205523 205523 777628 67230 67230 0 0 27944 11946 15998 0 15998 15998 2325957 1971461 3807 354496 -3807 350689 350689 0 0 0 0 44854684 777628 433917 35574976 35574976 0 0 0 1503312 358493 630153 514666 0 5313001 1193411 2012161 2107429 66936 13602 25664 27670 1015357 227167 388950 399240 514508 122460 201064 190984 289954 127937 77914 84103 30010 14338 15672 152268 152268 20150 20150 0 282054 70513 124104 87437 195260 30626 63373 101261 450874 60726 69059 321089 150163 26402 63422 60339 442570 90307 234889 117374 0 871763 61409 700509 109845 100985 17901 28420 54664 0 46036 13373 10839 21824 4206 926 1609 1671 498722 109778 190777 198167 413014 90912 157991 164111 83216 17924 32952 32340 STAFF DEVELOPMENT 27189 7951 12455 6783 MEMBERSHIPS/DUES 18653 14265 1626 2762 48065177 38265547 5180199 4619431 650 650 11687095 10526251 15165699 13270467 -370939 1144143 0 0 0 0 0 0 0 0 529938 221965 5289131 2238661 5081163 3050470 2707209 3057972 0 0 0 0 0 0 0 0 34800815 31271918 4667720 7659726 0 0 0 0 2675000 0 0 0 0 0 0 0 0 0 9374566 5663311 16717286 13323037 X -1186590 369804 16913964 15197364 2356155 2381713 18083529 17948881 34800815 31271918 X -3210493 -177165 3253010 X false true X true false X 50651521 47954345 47429505 46605648 43643139 236284158 0 0 50651521 47954345 47429505 46605648 43643139 236284158 54751419 181532739 278149 220597 229664 224739 95174 1048323 0 0 237332481 1293244 0.76489 0.79725 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10847 9303 20150 45573678 45593828 1000000 250000 false 1000000 1000000 1000000 1000000 4000000 6000000 18775 18662 23429 20150 81016 250000 250000 250000 250000 1000000 1500000 14636 14421 11179 10847 51083 2603079 75000 228098 2906177 2353326 195156 54597 2603079 1794845 155506 402975 2353326 1338083 302338 154424 1794845 972594 492210 -126721 1338083 0.76920 0.23080 false false 0 0 0 0 0 2263699 75457 2188242 0 3025432 2163204 862228 0 0 0 0 3050470 0 LIABILITIES FOR PENSION BENEFITS 5515705 DEFERRED COMPENSATION 147606 5663311 X 26283248 -177165 1334519 601830 1759184 24524064 20330620 20330620 44854684 29274599 1334519 -20125097 -18790578 48065177 48065177 Intended Uses of Endowment Funds Schedule D, Part V, Line 4 The intended uses of the United Way of Metropolitan Chicago endowment funds include funding innovative programs that address critical and emerging needs, ensuring that current needs are met, and providing resources to respond quickly and effectively to unexpected crisis. Uncertain Tax Positions (FIN 48) Schedule D, Part X, Line 2 UWMC, South-Southwest, Northwest, North Shore 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 that there are no material uncertain positions that 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 2009, 2010, 2011 and 2012 are still open to audit for both Federal and state purposes. Supplemental Description - Other Schedule D, Part XI, Line 2d Gain on 2011 Campaign Pledges 601,830 Supplemental Description - Other Schedule D, Part XI, Line 4b Rental Expenses (11,946) Designations to subordinate organizations 4,046,246 Designations to other organizations 14,486,633 Member United Ways Grants 1,237,582 Reimbursement from Other United Ways for Support Services 185,105 Reimbursement from Subordinate Organizations 387,000 Total $20,330,620 Supplemental Description - Other Schedule D, Part XII, Line 2d Rental Expense 11,946 Designations to subordinate organizations (4,046,246) Designations to other organizations (14,486,633) Fees charged to designated agencies 205,523 Member United Ways Grants (1,237,582) Reimbursement from Other United Ways for Support Services (185,105) Reimbursement from Subordinate Organizations (387,000) Total ($20,125,097) true Catholic Charities of the Archdiocese of Chicago 721 North LaSalle Street Chicago IL 60654 362170821 501(c)(3) 2260859 Program Support McCormick Foundation 205 N Michigan Ste 4300 Chicago IL 60601 363689171 501(c)(3) 2000000 Program Support United Way of DuPageWest Cook PO Box 5317 Oak Brook IL 60522 451534557 501(c)(3) 1989122 Program Support American Red Cross 2200 West Harrision Chicago IL 60612 530196605 501(c)(3) 1620703 Program Support Jewish Federation of Metropolitan Chicago 30 South Wells Street Chicago IL 60606 362167758 501(c)(3) 1375565 Program Support South Southwest Suburban United Way 4711 Midlothia Crestwood IL 60445 237144594 501(c)(3) 1556724 Program Support Northwest Suburban United Way 550 Business Mount Prospect IL 60056 237116020 501(c)(3) 1116784 Program Support Metropolitan Family Services One North Dearborn Street Chicago IL 60602 362167940 501(c)(3) 920856 Program Support Salvation Army 5040 North Pulaski Road Chicago IL 60630 362167910 501(c)(3) 743418 Program Support Young Men's Christian Association 801 North Dearborn Chicago IL 60302 362179782 501(c)(3) 644858 Program Support North Shore United Way 5010 Oakton Street Skokie IL 60077 451534224 501(c)(3) 621189 Program Support Association House of Chicago 1116 North Kedzie Avenue Chicago IL 60651 362166961 501(c)(3) 267055 Program Support Legal Assistance Foundation of Metropolitan Chicag 111 West Jackson Blvd Chicago IL 60604 362754650 501(c)(3) 253084 Program Support Carole Robertson Center for Learning 2020 W Roosevelt Rd Chicago IL 60608 362882124 501(c)(3) 251987 Program Support Local Initiatives Support Corporation - Chicago 135 South LaSalle St Chicago IL 60603 133030229 501(c)(3) 250060 Program Support YWCA Metropolitan Chicago 360 North Michigan Ave Chicago IL 60601 362179765 501(c)(3) 232350 Program Support Erie Neighborhood House 1701 West Superior Street Chicago IL 60622 363043253 501(c)(3) 212807 Program Support Chicago Urban League 4510 South Michigan Ave Chicago IL 60653 362225483 501(c)(3) 207043 Program Support Chicago Lighthouse For People Who Are Blind or Vis 1850 West Roosevelt Road Chicago IL 60608 362169139 501(c)(3) 199066 Program Support Safer Foundation 571 West Jackson Blvd Chicago IL 60661 362762168 501(c)(3) 195861 Program Support Thresholds 4101 North Ravenswood Chicago IL 60613 363071248 501(c)(3) 186362 Program Support Chicago Youth Centers 218 S Wabash Ave Chicago IL 60604 362344429 501(c)(3) 182498 Program Support Lawrence Hall Youth Services 4833 North Francisco Ave Chicago IL 60625 362167771 501(c)(3) 167845 Program Support Inspiration Corporation 4554 North Broadway Chicago IL 60640 363673980 501(c)(3) 167527 Program Support Christopher House 4300 N Hermitage Ave Chicago IL 60613 237316001 501(c)(3) 166496 Program Support Brighton Park Neighborhood Council 4477 South Archer Avenue Chicago IL 60632 364229387 501(c)(3) 165887 Program Support Greater Chicago Food Depository 4100 W Ann Lurie Place Chicago IL 60632 362971864 501(c)(3) 162933 Program Support United Neighborhood Organization 954 W Washington Chicago IL 60607 364235934 501(c)(3) 155800 Program Support Namaste Charter School 3737 S Paulina St Chicago IL 60609 200285795 501(c)(3) 151592 Program Support El Valor Corporation 1850 West 21st Street Chicago IL 60608 237294683 501(c)(3) 151359 Program Support ChildServ 8765 W Higgins Chicago IL 60631 362171716 501(c)(3) 150840 Program Support Woodlawn Children's Promise Community 6040 S Harper Ave Chicago IL 60637 270306253 501(c)(3) 150712 Program Support Chicago Area Project 55 East Jackson Blvd Chicago IL 60604 362256023 501(c)(3) 150176 Program Support Organization of the NorthEast 4648 N Racine Chicago IL 60640 510137583 501(c)(3) 150000 Program Support Centers for New Horizons Inc 4150 South King Dr Chicago IL 60653 362729721 501(c)(3) 144893 Program Support The Cara Program 237 South Desplaines Chicago IL 60661 364268095 501(c)(3) 128241 Program Support Deborah's Place 2822 West Jackson Blvd Chicago IL 60612 363382973 501(c)(3) 126733 Program Support Howard Brown Health Center 4025 North Sheridan Road Chicago IL 60613 362894128 501(c)(3) 126408 Program Support Heartland Alliance for Human Needs & Human Rights 208 S LaSalle Chicago IL 60604 361877640 501(c)(3) 124520 Program Support Jumpstart for Young Children 900 North Franklin Chicago IL 60610 043262046 501(c)(3) 121918 Program Support Connections for Abused Women and their Children 1116 North Kedzie Ave Chicago IL 60647 362950380 501(c)(3) 116149 Program Support AIDS Foundation of Chicago 200 West Jackson Blvd Chicago IL 60606 363412054 501(c)(3) 109080 Program Support Aunt Martha's Youth Service Center Inc 19990 Governers Olympia Fields IL 60461 237188150 501(c)(3) 106920 Program Support Teamwork Englewood 815 West 63rd Street Chicago IL 60621 743102944 501(c)(3) 103297 Program Support Heartland International Health Center 3048 North Wilton Ave Chicago IL 60657 363843377 501(c)(3) 102540 Program Support Near North Health Service Corporation 1276 North Clybourn Ave Chicago IL 60610 363197647 501(c)(3) 102418 Program Support Chinese Mutual Aid Association 1016 West Argyle Street Chicago IL 60640 363139799 501(c)(3) 102005 Program Support St Leonard's Ministries 2100 West Warren Blvd Chicago IL 60612 362378516 501(c)(3) 101599 Program Support Heartland Health Outreach Inc 1015 West Lawrence Chicago IL 60640 363775696 501(c)(3) 101308 Program Support Apna Ghar 4350 North Broadway Chicago IL 60613 363698770 501(c)(3) 101240 Program Support Center for Community Arts Partnerships at Columbia 600 S Michigan Avenue Chicago IL 60605 261178838 501(c)(3) 101095 Program Support Puerto Rican Cultural Center 2703 West Division Chicago IL 60622 237347778 501(c)(3) 100255 Program Support Chicago Family Health Center 9119 S Exchange Chicago IL 60617 362893854 501(c)(3) 100242 Program Support YMEN - Lawndale Christian Health Center 3860 West Ogden Avenue Chicago IL 60623 363308953 501(c)(3) 100240 Program Support Children's Home Aid 217 N Jefferson Chicago IL 60661 362167743 501(c)(3) 100190 Program Support American Cancer Society 3870 Paysphere Circle Chicago IL 60674 131788491 501(c)(3) 98781 Program Support Howard Area Community Center 7648 North Paulina Street Chicago IL 60626 363008606 501(c)(3) 95505 Program Support Young Women's Leadership Charter School of Chicago 2641 South Calumet Avenue Chicago IL 60616 364319552 501(c)(3) 92663 Program Support Teen Living Programs Inc 162 W Hubbard St Chicago IL 60654 362867274 501(c)(3) 91115 Program Support Boy Scouts of America 1218 West Adams Chicago IL 60607 362166984 501(c)(3) 89033 Program Support Heart of Illinois United Way 509 W High St Peoria IL 616061924 370661504 501(c)(3) 85713 Program Support Community Services Partner 19015 S Jodi Rd Suite A Mokena IL 60448 272970697 501(c)(3) 85000 Program Support Girl Scouts of Greater Chicago and Northwest India 222 Riverside Chicago IL 60606 362191245 501(c)(3) 83968 Program Support Access Community Health Network 600 West Fulton Street Chicago IL 60661 363317058 501(c)(3) 76080 Program Support Center for Economic Progress 29 East Madison Street Chicago IL 60602 363693728 501(c)(3) 73161 Program Support Horizon Hospice & Palliative Care 833 West Chicago Chicago IL 60642 362972550 501(c)(3) 70345 Program Support Boys and Girls Clubs of Chicago 550 W Van Buren Street Chicago IL 60607 362166997 501(c)(3) 67159 Program Support Perspectives Charter Schools 3663 South Wabash Ave Chicago IL 60653 364167576 501(c)(3) 62344 Program Support America's Second Harvest 35 E Wacker Dr Chicago IL 60601 363673599 501(c)(3) 61962 Program Support Chicago House and Social Service Agency 1925 North Clybourn Ave Chicago IL 60614 363376432 501(c)(3) 54553 Program Support Big Brothers Big Sisters of Metropolitan 560 W Lake St Chicago IL 60661 362681212 501(c)(3) 54055 Program Support Active Transportation Alliance 9 West Hubbard Street Chicago IL 60654 363385886 501(c)(3) 52814 Program Support Esperanza Community Services 520 North Marshfield Ave Chicago IL 60622 362678083 501(c)(3) 51673 Program Support Casa Central 1343 North California Chicago IL 60622 362728618 501(c)(3) 51363 Program Support Corazon Community Services 5116 West 14th Street Cicero IL 60804 320075474 501(c)(3) 50765 Program Support Family Service Prevention Education & Services N 777 Central Ave Highland Park IL 60035 362167063 501(c)(3) 50299 Program Support Brown University Annual Fund Box 1877 Providence RI 02912 050258809 501(c)(3) 50000 Program Support Alzheimer's Association 8430 W Bryn Mawr Chicago IL 60631 363102348 501(c)(3) 47477 Program Support New Start Chicago P O Box 597962 Chicago IL 60659 352408406 501(c)(3) 46980 Program Support Dupage Pads 705 West Liberty Wheaton IL 60187 363675494 501(c)(3) 45858 Program Support Loaves & Fishes Community Pantry 556 W 5th Ave Naperville IL 60563 363786777 501(c)(3) 42589 Program Support United Way of Greater Milwaukee 225 W Vine St Milwaukee WI 53212 390806190 501(c)(3) 42510 Program Support American Heart Association 208 S LaSalle Chicago IL 60604 135613797 501(c)(3) 41548 Program Support South Suburban Pads PO Box 1176 Homewood IL 60430 363744405 501(c)(3) 40248 Program Support Jewish United Fund 30 S Wells Suite 4059 Chicago IL 60606 362167034 501(c)(3) 38792 Program Support Boys And Girls Club Of Greater Milwaukee Inc PO Box 12486 Milwaukee WI 53212 390806292 501(c)(3) 36600 Program Support Heart and Mind Foundation 1443 West Division Street Chicago IL 60642 364404961 501(c)(3) 35920 Program Support One Hope United 111 E Wacker Dr Chicago IL 60601 362181967 501(c)(3) 35585 Program Support Together We Cope 17010 S Oak Park Tinley Park IL 60477 363666952 501(c)(3) 35575 Program Support Ford Heights Community Service Center 943 East 14th Street Ford Heights IL 60411 362658308 501(c)(3) 35560 Program Support A Safe Haven Foundation 2750 West Roosevelt Road Chicago IL 60608 364444200 501(c)(3) 35008 Program Support Family Matters Inc 7731 North Marshfield Chicago IL 60626 363588490 501(c)(3) 33498 Program Support United Way of Will County 54 N Ottawa St Joliet IL 60432 362515625 501(c)(3) 33262 Program Support United Way of Lake County (IL) 1669 Momentum Place Chicago IL 60689 362167949 501(c)(3) 32736 Program Support Children's Memorial Foundation Children's Memorial 2300 Childrens Plaza Chicago IL 60614 362170833 501(c)(3) 31386 Program Support Old Irving Park Community Clinic 5425 West Addison Street Chicago IL 60641 331164946 501(c)(3) 30000 Program Support Hellenic American Academy Foundation 1085 Lake Cook Road Deerfield IL 60015 320167308 501(c)(3) 28750 Program Support Ladder Up 233 S Wacker Chicago IL 60606 364070692 501(c)(3) 27500 Program Support Orchard Village 7670 Marmora Ave Skokie IL 60077 362773481 501(c)(3) 26929 Program Support Lutheran Social Services of Illinois 1001 E Touhy Des Plaines IL 60018 362584799 501(c)(3) 26616 Program Support Juvenile Diabetes Research Foundation Chicago Chap 11 S LaSalle St Chicago IL 60603 222519615 501(c)(3) 26316 Program Support The Chicago Community Trust 225 N Michigan Avenue Chicago IL 60601 362167000 501(c)(3) 25000 Program Support Chicago Lights 126 E Chestnut St Chicago IL 60611 363786331 501(c)(3) 24950 Program Support Ravinia Festival Association 418 Sheridan Road Highland Park IL 60035 366002273 501(c)(3) 22958 Program Support Big Shoulders Fund 212 W Van Buren Chicago IL 60607 363490557 501(c)(3) 22925 Program Support Juvenile Protective Association 1707 North Halsted Street Chicago IL 60614 362167765 501(c)(3) 22830 Program Support Northwestern Memorial Foundation Hospice & Pallati 251 East Huron Street Chicago IL 60611 362167817 501(c)(3) 22760 Program Support Breakthrough Urban Ministries PO Box 47200 Chicago IL 60647 363810926 501(c)(3) 22735 Program Support Elmhurst Christian Reformed Church 149 W Brush Hill Elmhurst IL 60126 382051351 501(c)(3) 22000 Program Support LEARN Charter School Network Development Office PO Box 08328 Chicago IL 60608 364439074 501(c)(3) 21375 Program Support Kohl Childrens Museum of Greater Chicago Inc 2100 Patriot Glenview IL 60026 363706878 501(c)(3) 21220 Program Support United Way of Greater McHenry County 4508 Prime Parkway McHenry IL 60050 366147909 501(c)(3) 20754 Program Support Fox Valley United Way 44 East Galena Blvd Aurora IL 60505 362195467 501(c)(3) 20561 Program Support PADS Inc dba Hesed House 659 S River St Aurora IL 605065551 363285644 501(c)(3) 20502 Program Support Pillars 333 N LaGrange LaGrange Park IL 60526 364166490 501(c)(3) 20235 Program Support United Way of Central Kane County 1020 Cedar Ave Saint Charles IL 60174 237101039 501(c)(3) 20182 Program Support Make-A-Wish Foundation of America 4742 N 24th St Phoenix AZ 85016 860481941 501(c)(3) 19701 Program Support Shelter Inc 1616 Arlington Arlington Heights IL 60004 237399596 501(c)(3) 19273 Program Support Barrington Area United Way PO Box 733 Barrington IL 600110733 237123024 501(c)(3) 18500 Program Support Wings Program Inc PO Box 95615 Palatine IL 60095 363456061 501(c)(3) 18018 Program Support HFS Scholarship Fund HFS Chicago Scholars 1137 W Taylor Street 201 Chicago IL 60607 363922345 501(c)(3) 17854 Program Support People's Resource Center 201 South Naperville Road Wheaton IL 60187 363157600 501(c)(3) 17734 Program Support Chicago Shakespeare Theater - Youth Education 800 East Grand Avenue Chicago IL 60611 363467607 501(c)(3) 17500 Program Support Misericordia Home 6300 North Ridge Chicago IL 60660 362170153 501(c)(3) 17102 Program Support Golden Apple Foundation for Excellence in Teaching 8 South Michigan Chicago IL 60603 363392992 501(c)(3) 17000 Program Support St Jude Children's Research Hospital 501 StJude Place Memphis TN 38105 620646012 501(c)(3) 16765 Program Support Sertoma Centre Inc 4343 West 123rd Street Alsip IL 60803 362720586 501(c)(3) 16763 Program Support Beyond OCD 2300 Lincoln Park West Chicago IL 60614 363937964 501(c)(3) 16550 Program Support Horizons for Youth 703 W Monroe St Chicago IL 60661 363796734 501(c)(3) 16540 Program Support Mercy Home for Boys & Girls 1140 W Jackson Chicago IL 60607 362171726 501(c)(3) 16516 Program Support United Way of New York City Hurricane Sandy Recove 2 Park Avenue Floor 2 New York NY 10016 132617681 501(c)(3) 16466 Program Support Easter Seals Dupage and the Fox Valley Region 830 S Addison Ave Villa Park IL 60181 362476388 501(c)(3) 15705 Program Support Glenkirk 3504 Commercial Avenue Northbrook IL 60062 362345191 501(c)(3) 15238 Program Support YMCA - McGaw YMCA in Evanston 1000 Grove Street Evanston IL 602014294 362169194 501(c)(3) 15140 Program Support Illinois Sikh Community Center 2131 Creekside Drive Wheaton IL 60189 800249107 501(c)(3) 15000 Program Support Phantom Ranch Bible Camp Olen Johnsen W309 S10910 Hwy I Mukwonago WI 53149 391173945 501(c)(3) 15000 Program Support Providence St Mel School - Summer Oppor tunityOu 119 S Central Park Blvd Chicago IL 60624 362977187 501(c)(3) 15000 Program Support Almost Home Kids 7 South 721 IL Naperville IL 60540 363822010 501(c)(3) 14777 Program Support Sarah's Inn 5846 West Madison Street Chicago IL 60644 363084461 501(c)(3) 14594 Program Support Boundless Readers 5153 N Clark Chicago IL 60640 363627196 501(c)(3) 14500 Program Support Neopolitan Lighthouse 864 N Christiana Chicago IL 60651 363309888 501(c)(3) 14422 Program Support Academy for Urban School Leadership 3400 North Austin Chicago IL 60634 364447457 501(c)(3) 14067 Program Support Ronald McDonald House Charities (Chicago) 622 W Deming Place Chicago IL 60614 363532553 501(c)(3) 13945 Program Support Family Shelter Service 605 East Roosevelt Road Wheaton IL 60187 362883552 501(c)(3) 13936 Program Support Youth Services of GlenviewNorthbrook 3080 West Lake Avenue Glenview IL 60026 363182275 501(c)(3) 13549 Program Support Glenwood School 500 West 187th Street Glenwood IL 60425 362167087 501(c)(3) 13350 Program Support Paws Chicago 1997 N Clybourn Avenue Norridge IL 60614 364219778 501(c)(3) 13336 Program Support Youth Job Center of Evanston 1114 Church Evanston IL 60201 363252809 501(c)(3) 13101 Program Support Clearbrook 1835 Central Arlington Heights IL 60005 362420176 501(c)(3) 13098 Program Support First Book 1319 F Street NW Washington IL 20004 521779606 501(c)(3) 12909 Program Support City Year Chicago 36 South Wabash Avenue Chicago IL 60603 222882549 501(c)(3) 12810 Program Support St Vincent de Paul Center 2145 North Halsted Chicago IL 60614 361722800 501(c)(3) 12645 Program Support Museum of Science and Industry 570 S Lakeshore Drive Chicago IL 60637 362167797 501(c)(3) 12579 Program Support American Indian Center of Chicago 1630 West Wilson Avenue Chicago IL 60640 998281102 501(c)(3) 12534 Program Support Habitat For Humanity International 121 Habitat Street Americus GA 317093498 911914868 501(c)(3) 12529 Program Support Chicago Public Library Foundation 20 N Michigan Ave Chicago IL 60602 363480353 501(c)(3) 12500 Program Support Chicago Cares 2 North Riverside Plaza Chicago IL 60606 363777709 501(c)(3) 12450 Program Support Willow Creek Community Church Inc 67 E Algonquin South Barrington IL 60010 510164942 501(c)(3) 12433 Program Support Planned Parenthood Of Illinois 18 South Michigan Ave Chicago IL 60603 362170901 501(c)(3) 12343 Program Support Camp Forest Springs N8890 Forest Lane Westboro WI 54490 391249982 501(c)(3) 12000 Program Support Glen Ellyn Children's Chorus Anima Young Singers o 799 Roosevelt Rd Glen Ellyn IL 60137 363159041 501(c)(3) 12000 Program Support Multiple Sclerosis Society Illinois Chapter Nati 525 W Monroe Street CHicago IL 60661 135661935 501(c)(3) 11959 Program Support Lake Area United Way 221 West Ridge Road Griffith IN 463191097 237170019 501(c)(3) 11920 Program Support Children at the Crossroads Foundation Scholarship 751 N State Street Chicago IL 60654 363654481 501(c)(3) 11820 Program Support Ray Graham Association 2801 Finley Road Downers Grove IL 60515 362411166 501(c)(3) 11713 Program Support Adler Planetarium 1300 S Lake Shore Chicago IL 60605 366210902 501(c)(3) 11700 Program Support The Anti-Cruelty Society 157 W Grand Ave Chicago IL 60654 362179814 501(c)(3) 11628 Program Support Northern Illinois Food Bank 273 Dearborn Court Geneva IL 60134 363203648 501(c)(3) 11283 Program Support Feed My Starving Children 555 Exchange Ct Aurora IL 60504 411601449 501(c)(3) 11282 Program Support The Childrens Clinic 320 Lake Street Oak Park IL 60302 369002074 501(c)(3) 11272 Program Support Hephzibah Children's Association 946 North Blvd Oak Park IL 60301 362167096 501(c)(3) 11268 Program Support A Safe Place Lake County Crisis Center PO Box 1067 Zion IL 60099 363032700 501(c)(3) 11225 Program Support Resurrection College Prep High School 7500 West Talcott Avenue Chicago IL 60631 362174825 501(c)(3) 11200 Program Support United Way in Waukesha County PO Box 1041 Waukesha WI 531871041 390886376 501(c)(3) 10914 Program Support Kenilworth United Fund 419 Richmond Road Kenilworth IL 60043 366146232 501(c)(3) 10750 Program Support Urban Gateways Center for Art Education 205 W Randolph Chicago IL 60606 366083080 501(c)(3) 10675 Program Support Operation Uplift 104 S 5th Ave Maywood IL 60153 362672201 501(c)(3) 10158 Program Support Gift of Adoption Fund PO Box 567 Techny IL 60082 391863217 501(c)(3) 10120 Program Support Community Cancer Research Foundation 926 Ridge Road Munster IN 46321 311128781 501(c)(3) 10108 Program Support The Community House 415 West Eighth Street Hinsdale IL 60521 362167735 501(c)(3) 10092 Program Support Susan G Komen Foundation Chicago 8765 W Higgins Road Chicago IL 60631 751835298 501(c)(3) 10001 Program Support Chicago Botanic Garden 1000 Lake Cook Glencoe IL 60022 362225482 501(c)(3) 10000 Program Support Christ Church Greenwich 254 East Putnam Avenue Greenwich CT 06830 060646602 501(c)(3) 10000 Program Support Church of the Ressurection 700 North Shore Pewaukee WI 53029 391453653 501(c)(3) 10000 Program Support Common Threads 500 N Dearborn Chicago IL 60654 200106847 501(c)(3) 10000 Program Support Grace Ministries 748 Jones Road Minooka IL 60447 331098777 501(c)(3) 10000 Program Support Graybeards Ltd 129-04 Newport Belle Harbor NY 11694 113635931 501(c)(3) 10000 Program Support Mikva Challenge Grant Foundation 25 E Washington Chicago IL 60602 522033353 501(c)(3) 10000 Program Support New Schools for Chicago 21 South Clark Chicago IL 60603 830399727 501(c)(3) 10000 Program Support Northlight Theatre 9501 Skokie Blvd Skokie IL 60077 237390464 501(c)(3) 10000 Program Support Queen of Angels Catholic Elementary School - Learn 4520 North Western Chicago IL 60625 362170908 501(c)(3) 10000 Program Support Roosevelt University 430 S Michigan Avenue Chicago IL 60605 362167854 501(c)(3) 10000 Program Support The Psi Upsilon Foundation 3003 E 96th Indianapolis IN 46240 056013135 501(c)(3) 10000 Program Support United Way of Lee County Inc 7273 Concourse Drive Fort Myers FL 33908 591005169 501(c)(3) 10000 Program Support Boys & Girls Club of Dundee Township PO Box 173 Carpentersville IL 60110 364184937 501(c)(3) 9732 Program Support Evangelical Child and Family Agency 1530 North Main St Wheaton IL 60187 362229573 501(c)(3) 9632 Program Support Little Friends Inc 140 N Wright Naperville IL 60540 362698644 501(c)(3) 9610 Program Support The Lambs Farm Inc PO Box 520 Libertyville IL 60048 363891960 501(c)(3) 9315 Program Support St Nectarios Parish - Youth Ministries 133 S Roselle Road Palatine IL 60067 363026518 501(c)(3) 9300 Program Support Leukemia and Lymphoma Society 651 W Washington Chicago IL 60661 362517012 501(c)(3) 9233 Program Support By The Hand Club For Kids Formerly Kids' Club PO Box 10043 Chicago IL 60610 203144284 501(c)(3) 9200 Program Support University of Notre Dame Scholarship Program 1100 Grace Hall Notre Dame IL 46556 350868188 501(c)(3) 9126 Program Support United Cerebral Palsy Seguin of Greater Chicago 3100 South Central Avenue Cicero IL 60804 362894174 501(c)(3) 9124 Program Support Bridgeport Catholic Academy 3700 South Lowe Chicago IL 60609 363377611 501(c)(3) 9020 Program Support Habilitative Systems Inc 415 S Kilpatrick Chicago IL 60644 362969062 501(c)(3) 9000 Program Support West Suburban Pads PO Box 797 Oak Park IL 60303 363876660 501(c)(3) 8952 Program Support GlicksGiving Foundation 2 Londonderry Lane Lincolnshire IL 60069 611460390 501(c)(3) 8949 Program Support Youth Guidance 1 N Lasalle Chicago IL 60602 362167032 501(c)(3) 8897 Program Support Casa Cook County Court Appointed Special Advocates 1100 S Hamilton Avenue 8w Chicago IL 60612 364461307 501(c)(3) 8763 Program Support March of Dimes Foundation 111 W Jackson Chicago IL 60604 131846366 501(c)(3) 8753 Program Support St Ignatius College Prep Scholarship Fund 1076 West Roosevelt Road Chicago IL 60608 362167867 501(c)(3) 8750 Program Support Onward Neighborhood House 600 North Leavitt Street Chicago IL 60612 362167822 501(c)(3) 8680 Program Support Boys and Girls Club of Lake County 724 South Genesee Street Waukegan IL 60085 364266009 501(c)(3) 8416 Program Support Chicago Children's Museum 700 E Grand Ave Ste 127 Chicago IL 60611 363162484 501(c)(3) 8406 Program Support United Way of Rock River Valley 612 N Main St Rockford IL 611036998 362167843 501(c)(3) 8372 Program Support Access Living of Metropolitan Chicago 115 West Chicago Avenue Chicago IL 60610 363310774 501(c)(3) 8192 Program Support Valley of the Sun United Way PO Box 10748 Phoenix AZ 850640748 860104419 501(c)(3) 8064 Program Support Friedman Foundation for Educational Choice One American Square Indianapolis IN 46282 351978359 501(c)(3) 8000 Program Support Gonzaga College High School 19 Eye St Washington DC 20001 530204703 501(c)(3) 8000 Program Support Ann & Robert H Lurie Children's Hospital of Chica 225 East Chicago Avenue Chicago IL 60611 363357004 501(c)(3) 7994 Program Support Chinese American Service League Inc 2141 South Tan Court Chicago IL 60616 362984043 501(c)(3) 7937 Program Support Lake County Haven PO Box 127 Libertyville IL 60048 363846099 501(c)(3) 7910 Program Support University of Chicago 1025 East 58th Street Chicago IL 60637 362177139 501(c)(3) 7904 Program Support United Service Organizations of Illinois (USO) 700 E Grand Chicago IL 60611 362349617 501(c)(3) 7863 Program Support Ounce of Prevention Fund 33 W Monroe Chicago IL 60603 363186328 501(c)(3) 7800 Program Support DePaul University 1 E Jackson Blvd Chicago IL 60604 362167048 501(c)(3) 7630 Program Support South Suburban Family Shelter Inc 18137 Harwood Avenue Homewood IL 60430 363089796 501(c)(3) 7552 Program Support Women's Initiative for Self Employment 1398 Valencia San Francisco CA 94110 943081525 501(c)(3) 7500 Program Support Bridge Youth and Family Services 721 S Quentin Palatine IL 60067 237093615 501(c)(3) 7408 Program Support Thrive Counseling Center 120 South Marion Street Oak Park IL 60302 362179793 501(c)(3) 7382 Program Support United Way of Greater Chattanooga PO Box 4027 Chattanooga TN 374050027 620565962 501(c)(3) 7308 Program Support Shore Community Services Inc Citizens 4232 Dempster Street Skokie IL 60076 362384323 501(c)(3) 7303 Program Support Family Focus 310 S Peoria Chicago IL 60607 362884042 501(c)(3) 7260 Program Support Gads Hill Center 1919 W Cullerton St Chicago IL 60608 362167082 501(c)(3) 7133 Program Support United Way of Porter County P O Box 2028 Valparaiso IN 463842028 356006484 501(c)(3) 7113 Program Support Bridge Communities Inc 505 Crescent Boulevard Glen Ellyn IL 60137 363705951 501(c)(3) 7048 Program Support CASA Lake County 700 Forest Edge Vernon Hills IL 60061 363916143 501(c)(3) 7000 Program Support Chicago Youth Programs Inc 5350 South Prairie Ave Chicago IL 60625 363635676 501(c)(3) 7000 Program Support Little Brothers - Friends of the Elderly Chicago C 355 N Ashland Ave Chicago IL 60607 362651505 501(c)(3) 7000 Program Support UNICEF U S Fund for 125 Maiden New York NY 10038 131760110 501(c)(3) 6980 Program Support Main Baptist Church 814 East Galena Boulevard Aurora IL 60505 363056003 501(c)(3) 6700 Program Support National Kidney Foundation of Il 215 W Illinois Chicago IL 60654 366009226 501(c)(3) 6532 Program Support Agape Child and Family Service 111 Racine Street Memphis TN 38111 237039683 501(c)(3) 6500 Program Support Evans Scholars Foundation 1 Briar Rd Golf IL 60029 362518129 501(c)(3) 6500 Program Support Kingswood Academy - Scholarship Program 133 Plainfield Road Darien IL 60561 364103678 501(c)(3) 6480 Program Support UNCF - United Negro College Fund Chicago Illinois 105 W Adams Chicago IL 60603 131624241 501(c)(3) 6440 Program Support DuPage Convalescent Center Foundation 400 N County Farm Road Wheaton IL 60187 363978650 501(c)(3) 6399 Program Support Japanese American Service Committee 4427 North Clark Street Chicago IL 60640 362181974 501(c)(3) 6302 Program Support Family Service of Glencoe 675 Village Court Glencoe IL 60022 362167062 501(c)(3) 6300 Program Support United Way of the National Capital Area 8391 Old Courthouse Vienna VA 22182 530234290 501(c)(3) 6240 Program Support KPMG Disaster Relief Fund 3 Chestnut Ridge Rd Montvale NJ 07645 223263347 501(c)(3) 6210 Program Support Outreach Community Ministries 122 W Liberty Wheaton IL 601875124 237265066 501(c)(3) 6190 Program Support Lincoln Park Zoological Society 2001 N Clark St Chicago IL 60614 362512404 501(c)(3) 6175 Program Support Chicago Jesuit Academy at Resurrection Campus 5058 W Jackson Chicago IL 60644 202091040 501(c)(3) 6100 Program Support Rush University Medical Center 1700 W Van Buren Chicago IL 60612 362174823 501(c)(3) 6089 Program Support JOURNEYS The Road Home 1140 Northwest Palatine IL 600747605 363919018 501(c)(3) 6029 Program Support Pearls for Teen Girls Inc 2100 N Palmer St Milwaukee WI 53212 391997970 501(c)(3) 6000 Program Support CEO Leadership Academy 3222 W Brown Street Milwaukee WI 53208 300322248 501(c)(3) 6000 Program Support Friends of Man PO Box 937 Littleton CO 80160 742244154 501(c)(3) 6000 Program Support Saints Peter and Paul School Endowment Fund 201 E Franklin Naperville IL 60540 362167901 501(c)(3) 6000 Program Support Usher's New Look Inc 3700 Crestwood Duluth GA 30096 582480934 501(c)(3) 6000 Program Support Community Nurse Health Association 23 Calendar Court Lagrange IL 60525 362170869 501(c)(3) 5965 Program Support Children's Advocacy Center of North and Northwest 640 Illinois Hoffman Estates IL 60169 363711203 501(c)(3) 5900 Program Support J Kyle Braid Leadership Foundation PO BOX 166 Villa Grove IL 81155 841267382 501(c)(3) 5890 Program Support Child's Voice School 180 Hansen Court Wood Dale IL 601911146 364031325 501(c)(3) 5879 Program Support SGA Youth & Family Services 11 East Adams Street Chicago IL 60603 362167916 501(c)(3) 5792 Program Support Center On Halsted 3656 N Lincoln Ave Chicago IL 60613 510178807 501(c)(3) 5723 Program Support Wounded Warrior Project 1111 West 22nd Oak Brook IL 60523 202370934 501(c)(3) 5682 Program Support Aspire of Illinois 9901 Derby Lane Westchester IL 60154 362654558 501(c)(3) 5679 Program Support Enlace Chicago 2756 S Harding Chicago IL 60623 363727669 501(c)(3) 5605 Program Support Window To The World Communications Inc Channel 1 5400 N St Louis Chicago IL 60625 362246703 501(c)(3) 5580 Program Support United Way of Greater St Louis 910 N 11th Street Saint Louis MO 63101 430714167 501(c)(3) 5576 Program Support Doctors Without Borders USA 333 Seventh New York NY 10001 133433452 501(c)(3) 5556 Program Support Covenant Retirement Communities 5700 Old Orchard Road Skokie IL 60077 362167730 501(c)(3) 5550 Program Support Lutheran Child & Family Services of Illinois 7620 Madison River Forest IL 60305 362167778 501(c)(3) 5544 Program Support Suzuki-Orff School of Music 1148 W Chicago Ave Chicago IL 60642 363137564 501(c)(3) 5500 Program Support Helping Hand Center 9649 West 55th Street Countryside IL 60525 362327271 501(c)(3) 5453 Program Support World Relief Dupage 1825 College Wheaton IL 60187 236393344 501(c)(3) 5429 Program Support Shedd Aquarium Society 1200 S Lake Shore Drive Chicago IL 60605 362167918 501(c)(3) 5396 Program Support Off the Street Club 25 North Karlov Avenue Chicago IL 60624 362169162 501(c)(3) 5380 Program Support Cabrini Green Legal Aid Clinic 740 N Milwaukee Chicago IL 60642 362775706 501(c)(3) 5373 Program Support House of the Good Shepherd P O Box 13453 Chicago IL 606130483 362167738 501(c)(3) 5356 Program Support Earth Share 7735 Old Georgetown Bethesda MD 20814 521601960 501(c)(3) 5321 Program Support Rehabilitation Institute of Chicago 345 Superior Chicago IL 606113015 362256036 501(c)(3) 5260 Program Support Teach for America Milwaukee 315 W 36th New York NY 100186404 133541913 501(c)(3) 5240 Program Support Hedge Funds Care - Midwest Chapter 330 7th Avenue New York NY 10001 431959796 501(c)(3) 5200 Program Support Wounded Heroes Foundation Inc 161 N Clark Street Chicago IL 60601 202961324 501(c)(3) 5200 Program Support Ceda-Northwest 1300 W Northwest Mount Prospect IL 60056 363382832 501(c)(3) 5062 Program Support Restoration Ministries Inc 253 East 159th Street Harvey IL 60426 363552070 501(c)(3) 5043 Program Support Catholic Charities of the Archdiocese of Washingto 924 G Street Northwest Washington DC 20001 530196617 501(c)(3) 5034 Program Support Hamdard Center for Health & Human Servic es 228 E Lake Street Addison IL 60101 363917885 501(c)(3) 5010 Program Support SuperSibs 660 N First Bank Drive Palatine IL 60067 320038863 501(c)(3) 5001 Program Support 292 0 Procedure for Monitoring Use of Grant Funds Inside U.S. Schedule I, Part I, Line 2 UWMC 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. UWMC staff also convenes and converses with grantees on a regular basis. X false false X X X true false false false false false false false false Laura Skarnulis 220956 0 621 1175 27540 250292 0 Wendy Duboe 318441 0 17948 7710 11377 355476 0 Joseph Vanyo 165008 0 7678 5060 8277 186023 0 Laura Thrall 0 0 298000 0 5494 303494 0 Discretionary spending account Schedule J, Part I, Line 1a A car allowance (discretionary spending account) is included in the compensation arrangement for the President and CEO of the organization. The car allowance provides reimbursement for the use of the President and CEO's personal car when using such transportation, for example, to visit donors, agencies and others integral to carrying out the mission of the organization. The car allowance is treated as being part of the President and CEO's taxable compensation. Written policy regarding payment or reimbursement Schedule J, Part I, Line 1b The car allowance ($700 per month) provided to President and CEO, was considered when determining the compensation for the top management official. The arrangement was reviewed and approved by the compensation & human resources board committee. Severance Payment Schedule J, Part I, Line 4a A SEVERANCE PAYMENT OF $298,000 WAS MADE TO LAURA THRALL, FORMER PRESIDENT AND CEO OF UWMC. X 21 506466 FMV X Printing/Advertising 1 182419 Cost/Selling Price false true true Method of Reporting Schedule M, Part I, Column (B) UWMC is reporting the number of contributions received. Third Party Assistance of Noncash Contributions Schedule M, Part I, Line 32B The organization uses two third-party brokerage organizations to process stock contributions. Nominal transaction fees are deducted from the gross proceeds upon sale of securities in the ordinary course of business consistent with industry practices. General Information Form 990, Part 1, Line 1 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, 2013, uwmc had four member united ways ("muws"): south-southwest suburban united way northwest suburban united way north shore untied way united way of dupage/west cook effective july 1, 2013, northwest suburban united way and north shore united way merged to form united way north-northwest. uwmc and the muws serve as key entities in the metropolitan chicago region generating, convening and coordinating resources across donors, service providers, government and civic leaders to deliver large-scale, measurable and sustainable impact across the region. the vision of uwmc and the muws is that metropolitan chicago is a region of thriving communities where all individuals and families are able to achieve their fullest potential. uwmc and the muws implement the live united 2020 community-impact plan to change the story for individuals and families in 41 suburban and 17 city communities of greatest need through support and interventions in the areas of education, income, health and basic needs, the building blocks of self-sufficiency and quality of life. the target funding strategy approved by the board of directors is 40% for education and 20% each for income, health and basic needs. as part of the live united 2020 plan, uwmc and the muws are launching live united neighborhood networks. these networks take community change and impact to the next level. working with a lead partner in the community, uwmc and the muws organize and integrate a network of resources in education, income and health in a central location, usually a school, in one of our 58 communities of greatest need. this model allows families to access the necessary mix of quality programs under one roof. united way brings together agency services, financial support, expertise, volunteers and corporate partners to improve the educational achievement, financial stability, and health of people in need. uwmc's first live united neighborhood network is in brighton park on chicago's southwest side. in partnership with the brighton park neighborhood council, which operates within three middle schools, uwmc is providing afterschool programming, health services, english as a second language instruction and more. the muws will be launching their first live united neighborhood network in 2014 in west chicago. the goal for uwmc and the muws is to launch 10 networks in chicago and 5 in the suburbs by 2020. in addition to the live united neighborhood networks, uwmc is implementing an initiative for donors to champion a school. a donor's gift supports programming at a middle school in an underserved community to put more children on the path toward high school graduation. through the donor investment, the donor partners with uwmc and community partners to offer services and programs that meet the unique needs of children and families within a particular middle school. these services include (but are not limited to) increasing out-of-school time learning, placement of parent mentors inside the classroom, technology and curriculum enhancements, and sports/fitness facility upgrades. preparing our youth for graduation, post-secondary education and career trajectory is critical to ensuring that they and their families are financially secure and that the region's economy is competitive nationally and globally. through the champion a school initiative, uwmc is zeroing in on the need to bolster early middle school programming in communities of greatest need in order to put more children on the path toward high school graduation. Number of Volunteers Form 990, Part 1, Line 6 BOARD /POLICY MAKING VOLUNTEERS 68 LOANED EXECUTIVES 14 UNITED WAY CAMPAIGN VOLUNTEERS 185 INTERNAL CAMPAIGN COORDINATORS AND CAMPAIGN COMMITTEE VOLUNTEERS 2,051 COMMUNITY IMPACT/COMMUNITY BUILDING VOLUNTEERS 50 DIRECT SERVICE VOLUNTEERS 4 DAYS OF SERVICE VOLUNTEERS 3,772 PLANNED GIVING/ENDOWMENT VOLUNTEERS 4 ADVOCACY/PUBLIC POLICY VOLUNTEERS 100 OTHER VOLUNTEERS 153 TOTAL VOLUNTEERS 6,401 INCLUDED IN THE BOARD/POLICY MAKING VOLUNTEERS ARE BOARD OF DIRECTORS, KEY COMMITTEE VOLUNTEERS AND MEMBERS OF OUR CAMPAIGN CABINET. All Other Achievements Form 990, Part III, Line 4D uwmc's 10-year goal for income is to advance economic stability for 100,000 households. we are leading a financial stability initiative that brings together community experts to determine the right mix of programs that, together, can give people in united way partner communities the opportunity to become financially stable. uwmc supports integrated and collaborative programs across the region that collectively offer job training and placement and access to income supports such as state and federal benefits for working families. these programs are complemented by educational services that teach people about credit, saving and investment, as well as access to tax preparation services. through this initiative, 32,099 households have improved their financial stability by an average of $16,000/year. to date, 9,325 unemployed people found jobs, 22,774 households received income support, and $96 million in tax refunds were awarded through the free volunteer tax assistance (vita) program. Executive Committee Form 990, Part VI, Line 1 THE EXECUTIVE COMMITTEE CONSISTS OF NOT LESS THAN FIVE MEMBERS OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE MEETS BETWEEN BOARD MEETINGS WHERE THE COMMITTEE exercises THE POWERS OF THE BOARD OF DIRECTORS IN DEALING WITH ACTIVITIES OF UWMC, TO THE EXTENT PERMITTED BY LAW. THE EXECUTIVE COMMITTEE REVIEWS COMPENSATION AND PERSONNEL ISSUES, AND THE EXECUTIVE COMMITTEE OVERSEES THE ADOPTION, COMMUNICATION AND ENFORCEMENT OF APPROPRIATE STANDARDS OF ETHICAL CONDUCT OF UWMC AND MUWS. ALL SUCH ACTIONS BY THE EXECUTIVE COMMITTEE ARE REPORTED to THE BOARD OF DIRECTORS AT THE NEXT MEETING OF THE BOARD FOLLOWING SUCH EXECUTIVE COMMITTEE ACTION. Members Form 990, Part VI, Line 6 Members OF UWMC SHALL CONSIST OF UNITED WAYS WHICH, THROUGH CERTIFICATION BY UNITED WAY WORLDWIDE, FORMALLY PARTICIPATE IN THE UNITED WAY SYSTEM FOR METROPOLITAN CHICAGO. Form 990 Review Process Form 990, Part VI, Line 11b A REVIEW OF THE FORM 990 WAS CONDUCTED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO THE FILING OF THE FORM 990. A COPY OF THE FORM 990 WAS EMAILED TO THE AUDIT COMMITTEE TO ALLOW ADVANCE TIME FOR THE AUDIT COMMITTEE'S REVIEW. COMMENTS REGARDING THE PREPARATION OF THE FORM 990 WERE SHARED WITH THE AUDIT COMMITTEE. QUESTIONS OR COMMENTS FROM THE AUDIT COMMITTEE CONCERNING THE FORM 990 WERE SOLICITED. FOLLOWING THE REVIEW and approval OF THE AUDIT COMMITTEE, THE FORM 990 WAS PROVIDED BY EMAIL TO EACH OF THE OTHER VOTING MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO THE FILING OF THE FORM 990. Written Conflict of Interest Policy 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 ITS MUWS, SPOUSES, AND CLOSE FAMILY MEMBERS OF ALL OFFICERS, DIRECTORS, AND EMPLOYEES. THE ETHICS POLICY ALSO APPLIES TO BOARD AND KEY COMMITTEES OF UWMC: 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, 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 THAT CONFLICTS WITH THE ORGANIZATION'S ON-GOING OR PROPOSED ACTIVITIES. A MEMBER OF THE UWMC ORGANIZATIONAL MEMBERSHIP CANNOT 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, SIGN AND FORWARD RESPONSES TO A COMPLIANCE QUESTIONNAIRE ADDRESSED TO THE PRESIDENT OF UWMC (THE QUESTIONNAIRE ADDRESSES COMPLIANCE WITH ALL ASPECTS OF THE ETHICS POLICY, INCLUDING CONFLICTS OF INTEREST). THE VICE PRESIDENT OF FINANCE SUMMARIZES THE RESULTS OF THE ANNUAL CERTIFICATION PROCEDURE AND REPORTS THE RESULTS TO THE AUDIT COMMITTEE AND TO THE BOARD OF DIRECTORS ANNUALLY IN OCTOBER AND DECEMBER, RESPECTIVELY. 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 UWMC. ALL REPORTS WILL BE BROUGHT TO THE ATTENTION OF THE STAFF ETHICS OFFICER, CHIEF OPERATING OFFICER AND EXECUTIVE TEAM; 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 THE COMPENSATION AND HUMAN RESOURCES BOARD COMMITTEE ("CHRBC") OF THE BOARD OF DIRECTORS OF UWMC REVIEWS THE PERFORMANCE AND COMPENSATION OF the president, CEO, and other officers. FOR the president, CEO, and other officers, ANY COMPENSATION ADJUSTMENTS ARE ALSO REVIEWED BY THE CHRBC. SALARY DATA PERTAINING TO the president, CEO, and other officers IS PRESENTED TO THE CHRBC FOR ITS CONSIDERATION. THE SALARY DATA CONSISTS OF SALARY RANGES FROM (1) UNITED WAY WORLDWIDE SALARY DATA FOR EQUIVALENT POSITIONS AT OTHER SIMILAR UNITED WAY ORGANIZATIONS IN TERMS OF MARKET SIZE AND REVENUE SIZE AND (2) CHICAGO MARKET DATA FOR OTHER COMPARABLE HUMANITARIAN ORGANIZATIONS. Deliberations and decisions of the CHRBC are contemporaneously documented in meeting minutes. PERFORMANCE SELF-EVALUATIONS ARE COMPLETED BY the president, CEO, and other officers AT THE CONCLUSION OF EACH FISCAL YEAR. THE CHAIRPERSON OF THE BOARD OF DIRECTORS COMPLETES A PERFORMANCE REVIEW OF THE PRESIDENT AND CEO USING 360-FEEDBACK FROM OTHER MEMBERS OF THE BOARD OF DIRECTORS. THE PERFORMANCE REVIEW IS PROVIDED TO THE CHRBC FOR ITS APPROVAL AND FOR REPORTING TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. ONCE REVIEWED BY THE EXECUTIVE COMMITTEE, THIS ACTION OF THE EXECUTIVE COMMITTEE IS REPORTED TO THE BOARD OF DIRECTORS AT ITS NEXT MEETING. THIS REVIEW of the president's and CEO's performance and salary WAS MOST RECENTLY PERFORMED FOR THE FISCAL YEAR ENDED JUNE 30, 2013. THE PRESIDENT AND CEO COMPLETES PERFORMANCE REVIEWS FOR THE OTHER OFFICERS, IF THE OTHER OFFICERS ARE DIRECT REPORTS. THE CHIEF OPERATING OFFICER PERFORMS REVIEWS OF DIRECT REPORTS INCLUDING OFFICERS. the president, CEO, and the Senior Vice OF TALENT MANAGEMENT PRESENT A SUMMARY OF PERFORMANCE RATINGS AND SALARY DATA, AS DEFINED PREVIOUSLY, For ALL THE OFFICERS TO THE CHRBC FOR THEIR CONSIDERATION. THIS REVIEW OF THE OFFICERS' PERFORMANCE AND SALARY WAS MOST RECENTLY PERFORMED FOR THE FISCAL YEAR ENDED JUNE 30, 2013. How Documents are Made Available to the Public Form 990, Part VI, Line 18 UWMC'S FORM 1023, APPLICATION FOR RECOGNITION OF EXEMPTION, IS AVAILABLE ON UWMC'S WEBSITE AT WWW.UW-MC.ORG. UWMC MAKES ITS FORM 990 AVAILABLE UPON REQUEST AND ON UWMC'S WEBSITE. How Documents are Made Available to the Public Form 990, Part VI, Line 19 UWMC MAKES ITS GOVERNING DOCUMENTS, THE BYLAWS AND ARTICLES OF INCORPORATION, THE MOST RECENT AUDITED FINANCIAL STATEMENTS AND A LINK TO ETHICSPOINT AVAILABLE ON THE UWMC WEBSITE (HTTP://WWW.UW-MC.ORG). ETHICSPOINT IS A CUSTOMIZED PAGE CREATED FOR THE UWMC AND ITS MEMBER UNITED WAYS. WITHIN ETHICSPOINT, THERE IS A LINK TO THE BUSINESS ETHICS POLICY CONTAINING THE CONFLICT OF INTEREST POLICY. Management Fees from member United Ways Form 990, Part VIII, Line 2 UWMC PROVIDES SUPPORT SERVICES TO THE MUWS AND AFFILIATE ORGANIZATIONS SUCH AS PAYROLL, BUDGETING, FINANCIAL STATEMENT PREPARATION, IT SUPPORT, DESIGNATION PROCESSING, WORKPLACE AND RESIDENTIAL CAMPAIGN PROCESSING, HR SUPPORT, INSURANCE AND PROCUREMENT. UWMC ACTS AS 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 FISAL YEAR FOR UWMC AND THE MUWS. UWMC PROVIDES THESE MANAGEMENT SERVICES AT COST AND MANAGEMENT BELIEVES THESE FEES ARE RELATED TO THE OVERALL MISSION OF THE UNITED WAY. Functional Expenses Form 990, Part IX, Summary UWMC CALCULATES ITS 2012 TAX YEAR (FISCAL YEAR ENDED JUNE 30, 2013) OVERHEAD RATE USING THE SUM OF MANAGEMENT AND GENERAL TOTAL EXPENSES (5,180,199; COLUMN C) AND FUNDRAISING TOTAL EXPENSES (4,619,431; COLUMN D) REPORTED IN PART IX (STATEMENT OF FUNCTIONAL EXPENSES) DIVIDED BY THE TOTAL REVENUE REPORTED IN PART VIII, LINE 12 OF COLUMN A (44,854,684). THIS OVERHEAD RATE FOR THE 2012 TAX YEAR IS 21.8% COMPARED TO 18.7% FOR THE 2011 TAX YEAR (FISCAL YEAR ENDED JUNE 30, 2012). THE CHANGE IN THE OVERHEAD RATE WAS DUE principally TO A COMBINATION OF FACTORS: (1) A DECREASE IN REVENUE OF $2.1M, AND (2) MOVE RELATED COSTS ASSOCIATED WITH UWMC'S HEADQUARTER MOVE FROM 560 W. LAKE ST, CHICAGO TO 333 S. WABASH AVE. CHICAGO. UWMC SOLD ITS CONTROLLING INTEREST OF THE 560 W. LAKE ST. BUILDING DUE TO THE INHERENT RISKS OF BUILDING OWNERSHIP. RISKS INCLUDED DEFAULT OF TENANT OBLIGATIONS, BUILDING MAINTENANCE NEEDS, CHANGES IN CITY OF CHICAGO ORDINANCES AND EQUIPMENT FAILURE AND REPLACEMENT. UWMC PROVIDES SUPPORT TO THE MUWS. A SUPPORT SERVICE FEE IS ASSESSED TO EACH MUW, HOWEVER, NOT ALL COSTS ARE PASSED ON TO THE MUWS. THEREFORE, THE UWMC OVERHEAD RATE WILL BE IMPACTED BY THESE COSTS. THE FOCUS OF FY13 HAS BEEN IMPLEMENTING LIVE UNTED 2020 ACROSS THE ORGANIZATION AND INTO THE COMMUNITY. FY13 EXPENSES REFLECT ENABLING A STRUCTURE WITH SUFFICIENT AND ALIGNED RESOURCES FOR 2013 AND BEYOND IN AREAS OF DEVELOPING AND IMPLEMENTING A REVENUE GENERATION PLAN AND A STRATEGIC MARKETING & ENGAGEMENT PLAN; ENGAGEMENT OF VOLUNTEERS, STAFF, DONORS AND PARTNERS AND COMMUNITIES; AND LAUNCHING THE LIVE UNITED NEIGHBORHOOD NETWORK IN BRIGHTON PARK AND PLANNING FOR FUTURE NETWORKS TO IMPLEMENT NEIGHBORHOOD-SPECIFIC SOLUTIONS. Other Changes in Net Assets Form 990, Part XI, Line 9 Gain on 2011 Campaign Pledges 601,830 Pension related change 2,856,703 Designation Fees (205,523) Total $3,253,010 THE PENSION RELATED CHANGE OF $2.9M IS DUE PRIMARILY TO AN INCREASE IN THE PENSION DISCOUNT RATE USED TO DETERMINE THE BENEFIT OBLIGATION AND AN INCREASE IN THE FAIR VALUE OF FUND ASSETS. THIS INCREASE IN THE PENSION DISCOUNT RATE DECREASED THE UNFUNDED STATUS OF UWMC'S PENSION PLAN.