UNITED WAY OF LEBANON COUNTY INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF LEBANON COUNTY INC (EIN 23-1465632)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-21
- IRS object ID
- 201443259349300219
- 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 | 2014-11-21T11:49:52-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232871804 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARCIA GARMAN & SHEA PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 216 SOUTH EIGHTH STREET | AddressLine1 |
| City | LEBANON | City |
| State | PA | State |
| ZIP Code | 17042 | 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 | 231465632 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF LEBANON COUNTY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 7172738144 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1164 | AddressLine1 |
| City | LEBANON | City |
| State | PA | State |
| ZIP Code | 17042 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNY MONTIJO | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 7172738144 | PhoneNum |
| Signature | 2014-11-03 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM D OYSTER | PreparerPersonNm |
| PTIN | P01014851 | PTIN |
| Phone | 7172745600 | PhoneNum |
| Preparation | 2014-11-03 | PreparationDt |
| 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 | KENNY MONTIJO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1164 | AddressLine1 |
| City | LEBANON | City |
| State | PA | State |
| ZIP Code | 17042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,310,123 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITEDWAYLEBCO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | NITED WAY OF LEBANON COUNTY PARTNERS WITH BUSINESS, GOVERNMENT, DONORS AND HIGH PERFORMING NON-PROFITS TO ADVANCE THE COMMON GOOD AND CHANGE LIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 40 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 40 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 120 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,559,597 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,710,051 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $15,254 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,720 | CYProgramServiceRevenueAmt |
| PY Investment Income | $35,031 | PYInvestmentIncomeAmt |
| CY Investment Income | $37,232 | CYInvestmentIncomeAmt |
| PY Other Revenue | $220,246 | PYOtherRevenueAmt |
| CY Other Revenue | $379,704 | CYOtherRevenueAmt |
| PY Total Revenue | $1,830,128 | PYTotalRevenueAmt |
| CY Total Revenue | $2,132,707 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,485,323 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,355,989 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $223,477 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $220,106 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $115,148 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $121,952 | PYOtherExpensesAmt |
| CY Other Expenses | $129,558 | CYOtherExpensesAmt |
| PY Total Expenses | $1,830,752 | PYTotalExpensesAmt |
| CY Total Expenses | $1,705,653 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$624 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $427,054 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,527,599 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,025,029 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,294 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,282 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,509,305 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,018,747 | NetAssetsOrFundBalancesEOYAmt |
| Mission | NITED WAY OF LEBANON COUNTY PARTNERS WITH BUSINESS, GOVERNMENT, DONORS AND HIGH PERFORMING NON-PROFITS TO ADVANCE THE COMMON GOOD AND CHANGE LIVES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,435,770 | ExpenseAmt |
| Grant | $1,355,989 | GrantAmt |
| Desc | FIVE PANELS CONSISTING OF BUSINESS AND COMMUNITY LEADERS, EXPERTS, AND STAKEHOLDERS WORK COLLABORATIVELY WITH UNITED WAY BOARD MEMBERS TO INVEST RESOURCES IN PROGRAMS AND NON-PROFIT ORGANIZATIONS THAT ADDRESS HEALTH AND HUMAN SERVICE NEEDS IN THE AREAS OF EDUCATION, FINANCIAL STABILITY, HEALTH, AND EMERGENCY NEEDS. | Desc |
| Total Program Service Expenses | $1,435,770 | 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 | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | 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 | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | 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 |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 5 | 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 |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 40 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 40 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | 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 | false | 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 | false | 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 | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FINANCIAL ADMINISTRATIVE COORD | PersonNm |
| Phone | 7172738144 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1164 | AddressLine1 |
| City | LEBANON | City |
| State | PA | State |
| ZIP Code | 17042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| SUE ALLWEIN | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| JAMIE CECIL | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| BARRY ANSEL | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL BAKER | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN KRAMER | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN BAUGHMAN | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| DENNIS BOMBERGER | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| BERNARD BUZGON | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| BRAY BRUNKHURST | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW DEMLER | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| DONELL DISHONG | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| GARY FUHRMAN | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| DENNIS GEARHART | ||||||
| PRESIDENT | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STEVE HASSINGER | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| PHIL HESS | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT HOFFMAN | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| KENNY MONTIJO | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINE KALINOSKI | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| PHILIP DOMENCIC | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT PHILLIPS | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT LONGO | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| MAXINE MASER | ||||||
| TREASURER | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RUTH MILLER | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| RENE' NUMER | ||||||
| SECRETARY | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GLENN RAMBLER | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| RICK SCOTT | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| ALLETTA SCHADLER | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| DENNIS SHALTERS | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| RONALD STOHLER | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| VAL STOKES | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS STRAKA | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICK SULLIVAN | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| LEONARD WASHINGTON | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| SEAN YOUNG | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| BECKY PRICE | ||||||
| VICE PRESIDE | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CARLA COOMER | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL EHRGOOD | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID R WARNER JR | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| MARY LYNNE DEVINE | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| TODD GARDNER | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $1,710,051 | AllOtherContributionsAmt |
| Total Contributions | $1,710,051 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| DAY OF CARING | $5,470 | $5,470 |
| MEMORIES OF THE VALLEY | $250 | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,720 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,244 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,244 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $186,815 | SecuritiesAmt |
| Other | $6,589 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $177,416 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,399 | SecuritiesAmt |
| Other | $6,589 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,988 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,988 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| BENEFICIARY INTEREST | $378,944 | $378,944 |
| MISCELLANEOUS | $760 | $760 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $379,704 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,132,707 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $422,656 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,355,989 | TotalAmt |
| Program Services | $1,355,989 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,409 | TotalAmt |
| Program Services | $49,115 | ProgramServicesAmt |
| Management And General | $66,655 | ManagementAndGeneralAmt |
| Fundraising | $59,639 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,430 | TotalAmt |
| Program Services | $4,881 | ProgramServicesAmt |
| Management And General | $6,623 | ManagementAndGeneralAmt |
| Fundraising | $5,926 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,893 | TotalAmt |
| Program Services | $3,890 | ProgramServicesAmt |
| Management And General | $5,279 | ManagementAndGeneralAmt |
| Fundraising | $4,724 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,374 | TotalAmt |
| Program Services | $3,745 | ProgramServicesAmt |
| Management And General | $5,082 | ManagementAndGeneralAmt |
| Fundraising | $4,547 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,750 | TotalAmt |
| Management And General | $10,458 | ManagementAndGeneralAmt |
| Fundraising | $1,292 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,130 | TotalAmt |
| Program Services | $1,913 | ProgramServicesAmt |
| Management And General | $11,478 | ManagementAndGeneralAmt |
| Fundraising | $5,739 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,252 | TotalAmt |
| Program Services | $425 | ProgramServicesAmt |
| Management And General | $1,956 | ManagementAndGeneralAmt |
| Fundraising | $1,871 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$193 | TotalAmt |
| Program Services | -$19 | ProgramServicesAmt |
| Management And General | -$39 | ManagementAndGeneralAmt |
| Fundraising | -$135 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,257 | TotalAmt |
| Management And General | $17,257 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,011 | TotalAmt |
| Management And General | $2,567 | ManagementAndGeneralAmt |
| Fundraising | $1,444 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OUTSIDE PRINTING | $12,061 | $242 | $5,427 | $6,392 |
| EXECUTIVE SEARCH EXPENSES | $11,920 | $3,337 | $4,530 | $4,053 |
| CAMPAIGN EXPENSES | $10,000 | $10,000 | ||
| EQUIPMENT MAINTENANCE | $8,699 | $87 | $6,002 | $2,610 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,671 | TotalAmt |
| Program Services | $12,165 | ProgramServicesAmt |
| Management And General | $11,460 | ManagementAndGeneralAmt |
| Fundraising | $7,046 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,705,653 | TotalAmt |
| Program Services | $1,435,770 | ProgramServicesAmt |
| Management And General | $154,735 | ManagementAndGeneralAmt |
| Fundraising | $115,148 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $580,873 | BOYAmt |
| EOY | $631,137 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,123 | BOYAmt |
| EOY | $476,903 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,746 | BOYAmt |
| EOY | $1,746 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $54,589 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $44,474 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,869 | BOYAmt |
| EOY | $10,115 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $961,313 | BOYAmt |
| EOY | $1,054,802 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,664,675 | BOYAmt |
| EOY | $2,850,326 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,527,599 | BOYAmt |
| EOY | $5,025,029 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,798 | BOYAmt |
| EOY | $1,097 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,496 | BOYAmt |
| EOY | $5,185 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,294 | BOYAmt |
| EOY | $6,282 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,263,794 | BOYAmt |
| EOY | $1,816,814 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,662 | BOYAmt |
| EOY | $96,084 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,105,849 | BOYAmt |
| EOY | $3,105,849 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,509,305 | BOYAmt |
| EOY | $5,018,747 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,527,599 | BOYAmt |
| EOY | $5,025,029 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $427,054 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $82,388 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $1,588,269 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,361,802 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,661,388 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,559,597 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,710,051 | CurrentTaxYearAmt |
| Total | $8,881,107 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,588,269 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,361,802 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,661,388 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,559,597 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,710,051 | CurrentTaxYearAmt |
| Total | $8,881,107 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $8,881,107 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$21,746 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $846 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $84,009 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,031 | CurrentTaxYearMinus1YearAmt |
| Total | $98,140 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $133 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,150 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $251 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $519 | CurrentTaxYearMinus1YearAmt |
| Total | $2,053 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,981,300 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $406,668 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98880 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99020 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS 2,053 | ExplanationTxt |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,000,868 | BeginningYearBalanceAmt |
| Contributions | $79,382 | ContributionsAmt |
| Investment Earnings Or Losses | $127,297 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $20,991 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $7,893 | AdministrativeExpensesAmt |
| End Year Balance | $1,178,663 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $913,347 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $64,473 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $30,704 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $7,656 | AdministrativeExpensesAmt |
| End Year Balance | $1,000,868 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $934,478 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $26,063 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $40,099 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $7,095 | AdministrativeExpensesAmt |
| End Year Balance | $913,347 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $830,731 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $144,840 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $33,892 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $7,201 | AdministrativeExpensesAmt |
| End Year Balance | $934,478 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $832,498 | BeginningYearBalanceAmt |
| Contributions | $138 | ContributionsAmt |
| Investment Earnings Or Losses | $17,399 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $14,653 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $4,651 | AdministrativeExpensesAmt |
| End Year Balance | $830,731 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.45850 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.54150 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $54,589 | OtherCostOrOtherBasisAmt |
| Depreciation | $44,474 | DepreciationAmt |
| Book Value | $10,115 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,115 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIARY INTEREST | $2,848,546 |
| DEPOSIT - PA UC | $1,780 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,850,326 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PAYROLL TAXES WITHHELD AND PAID | $5,185 |
| ACCRUED PENSION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,185 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,242,895 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $82,388 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $27,800 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $110,188 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,132,707 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,132,707 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,733,453 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $27,800 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $27,800 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,705,653 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,705,653 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | INVESTMENT RETURN FROM FUNDS ARE USED TO FUTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| MEMBER AGENCY ALLOCATION | 24 | $1,313,489 |
| COMM. NEEDS IMPACT GRANTS | 7 | $42,500 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE I, PAGE 1, PART I, LINE 2 | THE UNITED WAY REQUIRES ALL MEMBER AGENCIES TO HAVE AN INDEPENDENT AUDIT PERFORMED AND SUBMITTED ON AN ANNUAL BASIS. |
| SCHEDULE I, PAGE 4, PART IV | VOLUNTEER PANELS CONDUCT ANNUAL REVIEW OF AGENCY REQUESTS FOR ALLOCATIONS AND GRANTS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | COPY OF 990 GIVEN TO BOARD MEMBERS TO REVIEW BEFORE THE RETURN IS FILED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE ORGANIZATION'S BOARD MEMBERS AND STAFF REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY AND SIGN A CODE OF ETHICS CERTIFICATE. THE CERTIFICATE PROVIDES FOR DISCLOSURE OF POTENTIAL CONFLICTS. ANY KNOWN OR POSSIBLE BREACHES OF THE CODE OF ETHICS ARE DISCLOSED TO THE BOARD CHAIR, EXECUTIVE DIRECTOR OR AN EXECUTIVE COMMITTEE MEMBER FOR INVESTIGATTION AND FOLLOWUP. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE ORGANIZATION'S EXECUTIVE DIRECTOR IS REVIEWED AS PART OF AN ANNUAL PROCESS BY THE ADMINISTRATION COMMITTEE WITH RECOMMENDATIONS SUBJECT TO BOARD APPROVAL. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE ORGANIZATION'S STAFF ARE REVIEWED AS PART OF AN ANNUAL PROCESS BY THE ADMINISTRATION COMMITTEE WITH RECOMMENDATIONS SUBJECT TO BOARD APPROVAL. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIAL STATEMENTS ARE AVILABLE TO THE PUBLIC UPON REQUEST AT THE CORPORATE OFFICE. THE FORM 990 ALSO IS AVAILABLE ON GUIDESTAR. |
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