2014-05-08T15:40:15-05:00 2013-06-30 410746749 CLIFTONLARSONALLEN LLP 610 WGERMANTOWN PIKE STE400 PLYMOUTH MEETING PA 19462 990 2012-07-01 237046393 URBAN AFFAIRS COALITION URBA 2158510110 1207 CHESTNUT STREET- 7TH FLOOR PHILADELPHIA PA 19107 SHARMAIN MATLOCK-TURNER 2158510110 2014-05-05 1 BRUCE BRAUNEWELLCPA P00075336 2156433900 2012 2016-03-07 17:11:31Z SHARMAIN MATLOCK-TURNER 1207 CHESTNUT STREET- 7TH FLOOR PHILADELPHIA PA 19107 24367388 0 X WWW.UAC.ORG X 1991 PA URBAN AFFAIRS COALITION UNITES GOVERNMENT, BUSINESS, NEIGHBORHOODS & INDIVIDUAL INITIATIVE. 40 39 556 125883 0 0 28871869 23764667 210486 306591 6307 8322 496388 174396 29585050 24253976 105117 193007 0 0 15744804 13732140 0 0 38343 13222844 10969077 29072765 24894224 512285 -640248 7381327 6307013 6717135 6290266 664192 16747 X THE URBAN AFFAIRS COALITION UNITES GOVERNMENT, BUSINESS, NEIGHBORHOODS, AND INDIVIDUAL INITIATIVES TO IMPROVE THE QUALITY OF LIFE IN THE REGION, BUILD WEALTH IN URBAN COMMUNITIES, AND SOLVE EMERGING ISSUES. 0 0 18583942 10750 306591 COMMUNITY INTERVENTION AND SUPPORT: THE URBAN AFFAIRS COALITION HAS A LONG HISTORY OF ADDRESSING COMMUNITY INEQUITIES AND BUILDING INITIATIVES TO IMPROVE THE QUALITY OF LIFE IN PHILADELPHIA AND THE SURROUNDING REGION. FOR NEARLY FORTY-FIVE YEARS, THE AGENCY HAS WORKED TO STRENGTHEN THE NONPROFIT SECTOR THROUGH TAILORED TECHNICAL ASSISTANCE THAT ENSURES ADMINISTRATIVE EFFICIENCY, LEGAL AND REGULATORY COMPLIANCE, STRONG FISCAL STEWARDSHIP, AND BEST-IN-CLASS COMMUNITY/PROGRAMMATIC IMPACT. WITH A STAFF OF OVER 350 EMPLOYEES THAT SERVE OVER 100,000 PEOPLE IN THE REGION ANNUALLY, THE COALITION'S MAJOR PROGRAMS PROVIDE COMMUNITY INTERVENTION AND SUPPORT TO THOSE FACING MULTIPLE BARRIERS TO SUCCESS AND SELF-SUFFICIENCY; IMPROVE CHANCES FOR YOUNG PEOPLE AND LOW-INCOME FAMILIES; ASSIST PEOPLE AT-WORK TO IMPROVE EDUCATIONAL OPTIONS FOR RESIDENTS OF ALL AGES; AND THROUGH A WIDE ARRAY OTHER INITIATIVES THAT ADDRESS COMMUNITY NEEDS THROUGH DIRECT SERVICE, POLICY ADVOCACY, AND COMMUNITY INITIATIVES LARGE AND SMALL. CITYWIDE, THE COALITION OFFERS A ROBUST SET OF POSITIVE OUTLETS FOR YOUNG PEOPLE: PREPARING THEM FOR SELF-SUFFICIENCY AND ADULTHOOD THROUGH SUMMER EMPLOYMENT JOBS, WORKFORCE TRAINING, CAREER EXPOSURE, TECHNOLOGY TRAINING, LIFE-COACHING; PROMOTING HEALTH AND WELL-BEING THROUGH HEALTH PROMOTION PROGRAMMING, SEXUAL HEALTH EDUCATION, ANTI-DRUG/ANTI-VIOLENCE ACTIVITIES, ATHLETICS, AND SOCIAL/PEER SUPPORT GROUPS; AND ACCESS TO TAILORED SERVICES FOR YOUTH WITH SPECIAL NEEDS -- LGBT, FOSTER CARE, OUT OF SCHOOL, OR HOMELESS. UAC HAS A COMPARABLE SET OF SERVICES FOR ADULTS WITH SERVICES FOR PEOPLE EXPERIENCING HOMELESSNESS, LOOKING FOR EMPLOYMENT, SEEKING FINANCIAL SECURITY, NEEDING DRUG/ALCOHOL TREATMENT, AND MORE. IN ADDITION TO THESE DIRECT SERVICE PROGRAMS, UAC OFFERS: TRAINING FOR PEOPLE LOOKING TO START BUSINESSES, ECONOMIC INCLUSION OPPORTUNITIES, FINANCIAL EDUCATION, ACCESS TO CAPITAL, ASSISTANCE WITH TAX AND BENEFIT FILING, AND VOLUNTEER/COMMUNITY SERVICE OPPORTUNITIES. 2806226 HIV/AIDS SERVICES: A HOME TO MANY OF PHILADELPHIA'S GROUND-BREAKING INITIATIVES THAT TACKLED THE HIV/AIDS CRISIS DURING ITS TRAILBLAZING PHASE, UAC HAS A WELL-ESTABLISHED BASE OF SERVICES AND PROGRAMS AIMED AT PREVENTING THE SPREAD AND CONTRACTION OF HIV THROUGH SEXUAL HEALTH PROMOTION, STD PREVENTION EDUCATION, AND STD TESTING; AND PROVIDING DIRECT SERVICE PROGRAMMING TO PEOPLE AT-RISK FOR OR LIVING WITH HIV/AIDS, INCLUDING ONE-ON-ONE COUNSELING AND GROUP INTERVENTION SERVICES, PUBLIC AWARENESS BUILDING, REFERRALS TO CARE, AND COMMUNITY OUTREACH TO AT-RISK POPULATIONS AS WELL AS EPIDEMIOLOGICAL SURVEILLANCE AND REPORTING. 662141 182257 EDUCATION: A SIGNIFICANT PORTION OF THE COALITION'S PROGRAMS FOCUS ON IMPROVING EDUCATIONAL OUTCOMES AND INCREASING EDUCATIONAL OPTIONS FOR UNDERSERVED COMMUNITIES WITH ACTIVITIES SUCH AS EARLY CHILDHOOD LEARNING PROJECTS, WORKSHOPS ABOUT EDUCATIONAL OPTIONS AND SCHOLARSHIPS, ACADEMIC ACHIEVEMENT CLASSES, STRUCTURED FIELD TRIPS, COLLEGE VISITS, POLICY ADVOCATES, AND MORE. 22052309 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 227 0 1 556 1 0 0 0 0 0 1 1 0 0 0 0 X 40 39 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X NANCY PONTONE CONTROLLER 2158511708 1207 CHESTNUT STREET- 7TH FLOOR PHILADELPHIA PA 19107 GRANT RAWDIN ESQ 5.00 X X 0 0 0 WILLIAM SMITH 5.00 X X 0 0 0 BRIAN K EDMONDS 5.00 X X 0 0 0 DENNIS M ALLEN 1.00 X 0 0 0 RONALD A BRADLEY 1.00 X 0 0 0 DAVID R BRIGHT 1.00 X 0 0 0 DAVID W BROWN 1.00 X 0 0 0 STEPHEN M CURTIS PHD 1.00 X 0 0 0 DANIEL K FITZPATRICK CFA 1.00 X 0 0 0 CAROLYN L GREEN 1.00 X 0 0 0 DANIEL J HILFERTY 1.00 X 0 0 0 REV DR LORINA MARSHALL-BLAKE 1.00 X 0 0 0 DENEAN WILLIAMS 1.00 X 0 0 0 CECILIA MOY YEP 1.00 X 0 0 0 HERBERT YOUNG 1.00 X 0 0 0 BERNARD E ANDERSON PHD 1.00 X 0 0 0 MARK BULLOCK ESQ 1.00 X 0 0 0 KATHERINE L CLUPPER 1.00 X 0 0 0 PATRICK J EIDING 1.00 X 0 0 0 WILLIAM H EWING ESQ 1.00 X 0 0 0 MARISA GUERIN PHD 1.00 X 0 0 0 HAROLD JAMES 1.00 X 0 0 0 RHONDA H LAUER 1.00 X 0 0 0 CAROL CLARK LAWRENCE 1.00 X 0 0 0 TERRI J LEE 1.00 X 0 0 0 ALAN LINDY 1.00 X 0 0 0 BR MICHAEL J MCGINNISS FSC PHD 1.00 X 0 0 0 SHARMAIN MATLOCK-TURNER 35.00 X X 154215 0 17202 REV WILLIAM B MOORE 1.00 X 0 0 0 ANNE MORRISSEY 1.00 X 0 0 0 ASHISH PARIKH 1.00 X 0 0 0 RICK SAUER 1.00 X 0 0 0 MARVIN E SCHUMAN 1.00 X 0 0 0 DONN SCOTT 1.00 X 0 0 0 BERNARD W SMALLEY ESQ 1.00 X 0 0 0 HON MARIAN B TASCO 1.00 X 0 0 0 REV MARK KELLY TYLER PHD 1.00 X 0 0 0 WILLIAM L WILSON 1.00 X 0 0 0 WRENTON WRIGHT 1.00 X 0 0 0 PAUL BRAUER 1.00 X 0 0 0 KEITH DAVISTON 35.00 X 147801 0 12878 KEVIN SATTERTHWAITE 35.00 X 125873 0 16694 TODD BERNSTEIN 35.00 X 105345 0 10969 533234 0 57743 4 0 1 0 THE HIERARCHY PO BOX 793 CHESTER PA 19016 IT CONSULTANT 133740 1 285099 21306802 2172766 23764667 COMMUNITY PROGRAMS 561000 232046 232046 CONSULTING FEES 561000 74545 74545 306591 8322 8322 24979 24979 0 22450 285099 88433 -65983 -65983 OTHER REVENUE 900099 126616 126616 REDUCE LOAN LOSS ALLOWANCE 900099 61851 61851 RECOGNIZE RECORDED CONTINGENCY NO 900099 51912 51912 240379 24253976 306591 0 182718 X 193007 193007 358330 358330 10348094 9283454 1064640 70802 65090 5712 2189800 1926738 263062 765114 665293 99821 9850 100 9750 119799 119549 250 50251 50251 5202214 5074191 125973 2050 23861 22631 1230 521972 489582 31919 471 503349 486487 15419 1443 2271191 1822555 445886 2750 416688 395243 20949 496 68343 68343 22203 22203 98184 90612 7572 PROGRAM ACTIVITIES 649446 622136 817 26493 MISCELLANEOUS 340447 266324 72746 1377 TELEPHONE 319758 292024 26025 1709 TRAINING 199617 178867 20750 151904 58426 93404 74 24894224 22052309 2803572 38343 616475 463524 5458527 4621987 334684 480734 95998 83076 236173 228747 29629 7426 175000 167803 671014 482463 7381327 6307013 3983352 3182016 1490506 792881 750000 1770000 493277 545369 6717135 6290266 X -1458476 -1429962 2122668 1446709 664192 16747 7381327 6307013 -640248 -7197 0 X X 0 1 X 1 1 1 X 48205219 30686567 28574470 28889369 23764667 160120292 48205219 30686567 28574470 28889369 23764667 160120292 160120292 931 7207 33301 41439 211420 240379 451799 160613530 849506 0.99690 0.99880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50251 50251 24859478 24909729 1000000 250000 0 0 1000000 1000000 1000000 3000000 4500000 7322 46801 50251 104374 250000 250000 250000 750000 1125000 6276 6276 236173 228747 7426 7426 RESERVE FOR UNEMPLOYMENT CLAIMS 468392 DEPOSITS 14071 482463 UNEMPLOYEMENT LIABILITY PAYABLE 362505 DEFERRED RENT 182864 545369 X 24454676 -7197 94485 113412 200700 24253976 0 24253976 25102121 94485 113412 207897 24894224 0 24894224 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE COALITION IS A NON-PROFIT ENTITY AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. THE COALITION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME TAXES. THE COALITION FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE GUIDANCE FURTHER PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE APPLICATION OF THIS STANDARD HAD NO IMPACT ON THE COALITION'S FINANCIAL STATEMENTS. THE COALITION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. THE TAX RETURNS FOR THE YEARS 2012, 2011 AND 2010 ARE OPEN FOR FEDERAL AND STATE TAX EXAMINATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 88,433. RENTAL EXPENSES 24,979. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 88,433. RENTAL EXPENSES 24,979. 43RD ANNIVERSARY BREAKFAST 307549 285099 22450 16039 72394 307549 285099 22450 16039 72394 88433 -65983 1 SCHOLARSHIPS 93 193007 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: SCHORLARSHIPS ARE GIVEN BY PROGRAMS TO QUALIFIED STUDENTS. EACH PROGRAM HAS CRITERIA FOR EVALUATING ELIGIBILITY. DOCUMENTATION IS MAINTAINED BY THE PROGRAM AND WITH CHECK BACKUP. X X X 0 0 0 0 0 0 0 0 0 SHARMAIN MATLOCK-TURNER 154215 0 0 0 0 0 4054 0 13148 0 171417 0 0 0 KEITH DAVISTON 147801 0 0 0 0 0 0 0 12878 0 160679 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS EMAILED TO THE BOARD MEMBERS FOR THEIR REVIEW. BOARD MEMBERS ARE ASKED TO REVIEW THE FORM AND SUBMIT QUESTIONS AND CHANGES BEFORE THE FILING. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTIVITY OR TRANSACTION THAT MAY REPRESENT A POSSIBLE CONFLICT OF INTEREST, A DIRECTOR, OFFICER OR VOLUNTEER MUST DISCLOSE THE EXISTENCE OF HIS OR HER POSSIBLE CONFLICT OF INTEREST TO THE AUDIT AND FINANCE COMMITTEE AND WILL BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS. THE BOARD'S DUE DILIGENCE PROCESS INCLUDES ANNUAL REVIEW OF THE CONFLICT OF INTEREST POLICY BY UAC COUNSEL AND GOVERNANCE COMMITTEE. THE POLICY IS DISTRIBUTED TO BOARD MEMBERS AND REQUIRED TO BE SIGNED AND RETURNED TO GOVERNANCE COMMITTEE FOR REVIEW AND FORWARDED TO UAC CONTROLLER WITH DETAIL LIST OF ANY NOTED CONFLICTS. THE AUDIT AND FINANCE COMMITTEE MAY RECOMMEND MEASURES TO ENSURE THAT THE TRANSACTION WILL NOT PRESENT A CONFLICT OF INTEREST, OR THE APPEARANCE OF A CONFLICT OF INTEREST. THE AUDIT AND FINANCE COMMITTEE MAY ALSO REFER THE MATTER TO THE EXECUTIVE COMMITTEE FOR ITS REVIEW. FORM 990, PART VI, SECTION B, LINE 15 A PERIODIC COMPENSATION STUDY IS CONDUCTED BY THE HUMAN RESOURCES MANAGER BENCHMARKING SALARIES, JOB TITLE, JOB POSITION, AND SIMILAR SIZE ORGANIZATIONS USING ESTABLISHED INDUSTRY REPORTS AND RESOURCES. THE CEO COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. SENIOR MANAGEMENT COMPENSATION IS REVIEWED AND APPROVED BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE COALITION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. OTHER FEES FORM 990, PART IX, LINE 11G MARKETING: PROGRAM SERVICE EXPENSES 10,784. MANAGEMENT AND GENERAL EXPENSES 240. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,024. CONTRACT SERVICES - GENERAL: PROGRAM SERVICE EXPENSES 3,748,024. MANAGEMENT AND GENERAL EXPENSES 110,167. FUNDRAISING EXPENSES 1,800. TOTAL EXPENSES 3,859,991. CONTRACT SERVICES - TRAVEL: PROGRAM SERVICE EXPENSES 14,820. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,820. CONTRACT SERVICES - ADMINISTRATIVE/OFFICE: PROGRAM SERVICE EXPENSES 759,065. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 759,065. CONTRACT SERVICES - PROGRAMS/ACTIVITIES: PROGRAM SERVICE EXPENSES 59,546. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 59,546. CONTRACT SERVICES - OCCUPANCY: PROGRAM SERVICE EXPENSES 41,799. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,799. CONTRACT SERVICES - INSURANCE: PROGRAM SERVICE EXPENSES 6,280. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,280. CONSULTANTS - PROPOSAL WRITER: PROGRAM SERVICE EXPENSES 550. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 550. CONSULTANTS - PHOTOGRAPHY: PROGRAM SERVICE EXPENSES 11,123. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,123. CONSULTANTS - WEB SITE DESIGN: PROGRAM SERVICE EXPENSES 24,626. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,626. CONSULTANTS - STRATEGIC PLANNING: PROGRAM SERVICE EXPENSES 1,906. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,906. CONSULTANTS - TRAINING: PROGRAM SERVICE EXPENSES 157,490. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 157,490. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 390. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 390. PROFESSIONAL FEES - INSURANCE: PROGRAM SERVICE EXPENSES 237,788. MANAGEMENT AND GENERAL EXPENSES 15,566. FUNDRAISING EXPENSES 250. TOTAL EXPENSES 253,604. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE OVERSIGHT PROCESS OF THE AUDIT FINANCE COMMITTEE OF THE BOARD. THE COMMITTEE CONTINUES TO MEET 6 8 TIMES ANNUALLY TO REVIEW THE FINANCIALS OF THE UAC. AUDIT AND FINANCE COMMITTEES CONDUCTS A RFP PROCESS TO REVIEW AND SELECT AN INDEPENDENT AUDITOR EVERY 3 TO 4 YEARS. IN ADDITION, THE COMMITTEE PROVIDES LEADERSHIP SUPPORT WITH THE STRATEGIC AND CRITICAL MATTERS IMPACTING THE ORGANIZATION.