UNITED WAY OF BUCKS COUNTY: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY OF BUCKS COUNTY (EIN 23-1409706)
Tax period
2011-01-01 to 2011-12-31
Filed
2013-02-27
IRS object ID
201320589349300622
Schema version
2011v1.5
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

FieldValueIRS element (for citing)
Timestamp2013-02-27T14:35:22-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN231406493EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MORISON COGEN LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1150 MONUMENT RD - SUITE 500AddressLine1
CityBALA CYNWYDCity
StatePAState
ZIP Code19004ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN231409706EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY OF BUCKS COUNTYBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlUNITNameControl
Phone2159491660Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1413 HOOD BLVDAddressLine1
CityFAIRLESS HILLSCity
StatePAState
ZIP Code19030ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJOHN RAMIREZName
TitleDIRECTOR OF FINANCETitle
Phone2159491660Phone
Date Signed2013-02-14DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJOSEPH M KISTNER CPAName
PTINP00157086PTIN
Phone2674403000Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1413 HOOD BLVDAddressLine1
CityFAIRLESS HILLSCity
StatePAState
ZIP Code19030ZIPCode
FieldValueIRS element (for citing)
Gross Receipts4340795GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1952YearFormation
State Legal DomicilePAStateLegalDomicile
Activity Or Mission DescriptionTHE MISSION OF UNITED WAY OF BUCKS COUNTY IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES.ActivityOrMissionDescription
Nbr Voting Members Governing Body40NbrVotingMembersGoverningBody
Nbr Independent Voting Members40NbrIndependentVotingMembers
Total Nbr Employees15TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year3672410ContributionsGrantsPriorYear
Contributions Grants Current Year3864456ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year7751InvestmentIncomePriorYear
Investment Income Current Year53812InvestmentIncomeCurrentYear
Other Revenue Prior Year73874OtherRevenuePriorYear
Other Revenue Current Year61685OtherRevenueCurrentYear
Total Revenue Prior Year3754035TotalRevenuePriorYear
Total Revenue Current Year3979953TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year1240609GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY1077770GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year777889SalariesEtcPriorYear
Salaries Etc Current Year751437SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year253494TotalFundrsngExpCurrentYear
Other Expense Prior Year1731864OtherExpensePriorYear
Other Expenses Current Year2002951OtherExpensesCurrentYear
Total Expenses Prior Year3750362TotalExpensesPriorYear
Total Expenses Current Year3832158TotalExpensesCurrentYear
Revenues Less Expenses Prior Year3673RevenuesLessExpensesPriorYear
Revenues Less Expenses CY147795RevenuesLessExpensesCY
Total Assets BOY2727000TotalAssetsBOY
Total Assets EOY2806719TotalAssetsEOY
Total Liabilities BOY518326TotalLiabilitiesBOY
Total Liabilities EOY508485TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY2208674NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY2298234NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionMORE THAN A FUNDRAISER, UNITED WAY OF BUCKS COUNTY IS A PARTNER IN CHANGE, WORKING WITH A BROAD RANGE OF PEOPLE AND ORGANIZATIONS TO IDENTIFY AND RESOLVE PRESSING COMMUNITY ISSUES. TO ACHIEVE MEASURABLE, LASTING CHANGE, UNITED WAY OF BUCKS COUNTY IDENTIFIES AND BUILDS ON COMMUNITY STRENGTHS AND ASSETS, HELPS INDIVIDUALS AND GROUPS WITH SPECIFIC COMMUNITY INTERESTS FIND WAYS TO CONTRIBUTE THEIR TIME AND TALENTS, SUPPORTS DIRECT-SERVICE PROGRAMS AND COMMUNITY-CHANGE EFFORTS, AND ADVOCATES FOR PUBLIC POLICY CHANGES. ALL OF THIS IS DONE IN COLLABORATION WITH DIVERSE PARTNERS. DEPENDING ON THE ISSUE AND HOW THE COMMUNITY CHOOSES TO ADDRESS IT, UNITED WAY WORKS WITH SCHOOLS, GOVERNMENT AGENCIES, BUSINESSES, ORGANIZED LABOR, FINANCIAL INSTITUTIONS, COMMUNITY DEVELOPMENT CORPORATIONS, VOLUNTARY AND NEIGHBORHOOD ASSOCIATIONS, THE FAITH COMMUNITY, AND OTHERS.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense1084346Expense
Grants1068333Grants
DescriptionALLOCATIONS - ACTUAL FUNDS DISTRIBUTED TO SOCIAL SERVICE PROGRAMS VIA MEMBER (FUNDED) AGENCIES THAT ADDRESS THE AREAS OF DISABILITIES, EARLY CHILDHOOD, EMERGENCY SERVICES, FAMILY SUPPORT, SENIOR SERVICES, SUBSTANCE ABUSE, VIOLENCE PREVENTION, YOUTH, AND NATIONAL AGENCIES.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense1874522Expense
Revenue61685Revenue
DescriptionCOMMUNITY & AGENCY SERVICES - PLANNING AND COORDINATION OF SERVICES, NEEDS ASSESSMENT, HUMAN SERVICES CONFERENCES, VOLUNTEER EFFORTS, AND PUBLICIZING INFORMATION ON AVAILABLE HUMAN SERVICES.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense65367Expense
Description3 EMERGENCY FOOD PROGRAMS, GIFTS IN KIND, AND COMMUNITY SERVICES LABOR LIAISON.Description

Activity Other ActivityOther (3 entries)

ExpenseExpenseDescriptionDescription
41788COMMUNITY IMPACT: FUNDS INVESTED IN TARGETING COMMUNITY PROJECTS THAT BRING TOGETHER COLLABORATIVE EFFORTS BY ENGAGING SYSTEMS, INCLUDING GOVERNMENTS, BUSINESS, FAITH GROUPS, EDUCATIONAL, NON-PROFITS AND CITIZENS TO ADDRESS COMMUNITY CONDITIONS OR CRITICAL NEEDS.
211226DONOR DESIGNATIONS-MEMBER AGENCIES, NON-MEMBER AGENCIES, AND OTHER
58430FUNDS DISTRIBUTION: FUNDS INVESTED IN THE ACTIVITIES OF HUMAN SERVICE PLANNING, THE PROCESS OF ALLOCATING THE DOLLARS RAISED IN THE ANNUAL CAMPAIGN, AND THE ONGOING DEVELOPMENT AND RELATIONSHIP WITH MEMBER (FUNDED) AND AFFILIATE (NON-FUNDED) AGENCIES.
FieldValueIRS element (for citing)
Total Of Other Program Service Exp311444TotalOfOtherProgramServiceExp
Total Program Service Expense3335679TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109620NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees15NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members40NbrVotingGoverningBodyMembers
Number Independent Voting Members40NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement0RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledPAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNJStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1ORGANIZATIONBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2159491660TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1413 HOOD BLVDAddressLine1
CityFAIRLESS HILLSCity
StatePAState
ZIP Code19030ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (41 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
LYNN BUSH
BOARD CHAIR1.00X000
JAMES DOWLING
IMMEDIATE PAST CHAIR1.00X000
RICHARD O COE
PERSONNEL COMMITTEE CHAIR1.00X000
BRUCE IACOBUCCI
VICE CHAIR-RESOURCE DEVELO1.00X000
TRISH MARKEL
CO-VICE CHAIR, COMMUNITY I1.00X000
MIKE CONNOR
TREASURER1.00X000
THOMAS P DONNELLY ESQ
SECRETARY1.00X000
FRANCINE BLOCK
GOVERNANCE COMMITTEE1.00X000
DAVID J GONDAK
BOARD MEMBER1.00X000
LISA ANDREJKO
BOARD MEMBER1.00X000
MIKE BANNON
BOARD MEMBER1.00X000
PATRICIA BOYLE
BOARD MEMBER1.00X000
RON DAVIS
BOARD MEMBER1.00X000
BLAINE FORKELL
BOARD MEMBER1.00X000
BARRY GALASSO
BOARD MEMBER1.00X000
STEVE GALLUCCI
BOARD MEMBER1.00X000
WILLIAM GRETZULA
BOARD MEMBER1.00X000
BRIAN JETER
BOARD MEMBER1.00X000
GLYNN KEY
BOARD MEMBER1.00X000
EDWARD NAWROCKI
BOARD MEMBER1.00X000
DOREEN MASALTA
BOARD MEMBER1.00X000
SONNY PARIKH
BOARD MEMBER1.00X000
NATHAN SMEDLEY
BOARD MEMBER1.00X000
FRANK SULLIVAN
BOARD MEMBER1.00X000
SUELLEN TORREGROSA
BOARD MEMBER1.00X000
JOHN WILSON
BOARD MEMBER1.00X000
PAT WALKER
BOARD MEMBER1.00X000
JACQUELINE BOWERS
BOARD MEMBER1.00X000
GARY L BOWMAN
BOARD MEMBER1.00X000
KATHY BRETT
BOARD MEMBER1.00X000
KAREN DAWKINS
BOARD MEMBER1.00X000
PETER DOMINICK
BOARD MEMBER1.00X000
GROVER J FRIEND
BOARD MEMBER1.00X000
JOHN F MCCAUGHAN
BOARD MEMBER1.00X000
HAROLD F OSWALD JR
BOARD MEMBER1.00X000
SAMUEL M SNIPES ESQ
BOARD MEMBER1.00X000
CARL N WALLNAU JR ESQ
BOARD MEMBER1.00X000
MARK WORTHINGTON
BOARD MEMBER1.00X000
ANNA MARIE MAURO
BOARD MEMBER, VICE CHAIR, COMM/IMPACT1.00X000
SHARON K BARKER
INTERIM CO-CEO40.0095581014455X
JOHN RAMIREZ JR
INTERIM CO-CEO40.0071426013737X
FieldValueIRS element (for citing)
Total Reportable Comp From Org167007TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation28192TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Federated Campaigns23378FederatedCampaigns
Government Grants1149867GovernmentGrants
All Other Contributions2691211AllOtherContributions
Noncash Contributions614877NoncashContributions
Total Contributions3864456TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column28715TotalRevenueColumn
Exclusion$28,715ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities385939Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities360842Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities25097Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column25097TotalRevenueColumn
Exclusion$25,097ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
FEE REVENUE9000993319033190
MISCELLANEOUS9000992849528495
FieldValueIRS element (for citing)
Total Other Revenue61685TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column3979953TotalRevenueColumn
Related Or Exempt Function Income61685RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$53,812ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total1077770Total
Program Services1077770ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total195199Total
Program Services130197ProgramServices
Management And General36112ManagementAndGeneral
Fundraising28890Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total393300Total
Program Services262330ProgramServices
Management And General72762ManagementAndGeneral
Fundraising58208Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total1910Total
Program Services1274ProgramServices
Management And General353ManagementAndGeneral
Fundraising283Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total95900Total
Program Services63972ProgramServices
Management And General17733ManagementAndGeneral
Fundraising14195Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total65128Total
Program Services43445ProgramServices
Management And General12043ManagementAndGeneral
Fundraising9640Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total30000Total
Program Services21995ProgramServices
Management And General3700ManagementAndGeneral
Fundraising4305Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total15201Total
Program Services11145ProgramServices
Management And General1875ManagementAndGeneral
Fundraising2181Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total7824Total
Management And General3912ManagementAndGeneral
Fundraising3912Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
GIFTS IN KIND - GOODS614877614877
COMMUNITY PROGRAM EXPEN475751475751
OTHER PROFESSIONAL SERV2800052021133600841884
DONOR DESIGNATIONS211226211226

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total368067Total
Program Services219584ProgramServices
Management And General58487ManagementAndGeneral
Fundraising89996Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total3832158Total
Program Services3335679ProgramServices
Management And General242985ManagementAndGeneral
Fundraising253494Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY600525BOY
EOY747822EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY1170937BOY
EOY1138940EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY135582BOY
EOY105343EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY9504BOY
EOY20032EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis317760LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec276628LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY44061BOY
EOY41132EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY766391BOY
EOY753450EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY2727000BOY
EOY2806719EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY217547BOY
EOY244118EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY74291BOY
EOY11638EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY226488BOY
EOY252729EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY518326BOY
EOY508485EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY2138674BOY
EOY2238234EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY10000BOY
EOY0EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY60000BOY
EOY60000EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2208674BOY
EOY2298234EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2727000BOY
EOY2806719EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses147795ReconcilationRevenueExpenses
Reconcilation Other Changes-58235ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2963177CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3253054CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years3135485CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3672410CurrentTaxYearMinus1Year
Current Tax Year3864456CurrentTaxYear
Total16888582Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2963177CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3253054CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years3135485CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3672410CurrentTaxYearMinus1Year
Current Tax Year3864456CurrentTaxYear
Total16888582Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total596845AmountsSubstContributorsTotal
Public Support Total17016291737PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years87055CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years37176CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years22150CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year27401CurrentTaxYearMinus1Year
Current Tax Year28715CurrentTaxYear
Total202497Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years66937CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years76897CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year73874CurrentTaxYearMinus1Year
Current Tax Year61685CurrentTaxYear
Total279393Total
FieldValueIRS element (for citing)
Total Support17370472TotalSupport
Public Support Pertcentage1700.93790PublicSupportPertcentage170
Public Support Pertcent Prior Year0.95380PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance60000BeginningOfYearBalance
End Of Year Balance60000EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance60000BeginningOfYearBalance
End Of Year Balance60000EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance60000BeginningOfYearBalance
End Of Year Balance60000EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance60000BeginningOfYearBalance
End Of Year Balance60000EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance1.00000PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis11017OtherCostOrOtherBasis
Book Value11017BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis97056OtherCostOrOtherBasis
Depreciation83505Depreciation
Book Value13551BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis209687OtherCostOrOtherBasis
Depreciation193123Depreciation
Book Value16564BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings41132TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionREFUNDABLE AGENCY DEPOSITSDescription
Amount$252,729Amount
FieldValueIRS element (for citing)
Total Of Amounts252729TotalOfAmounts
Total Revenue3979953TotalRevenue
Total Expenses3832158TotalExpenses
Excess Or Deficit For Year147795ExcessOrDeficitForYear
Net Unrealized GL On Investments-58235NetUnrealizedGLOnInvestments
Total Adjustments-58235TotalAdjustments
Excess Or Deficit Per FS89560ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt3722400TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-58235NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities11908DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F990-46327RevenueNotRptdF990
Revenue Subtotal3768727RevenueSubtotal
Other Revenues Not Included211226OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt211226RevenueNotRptdOnFinStmt
Total Revenue Per Form9903979953TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt3632840TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities11908DonatedServicesUseOfFacilities
Expenses Not Rptd F99011908ExpensesNotRptdF990
Expenses Subtotal3620932ExpensesSubtotal
Other Expenses Not Included211226OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt211226ExpensesNotRptdOnFinStmt
Total Expenses Per Form9903832158TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifierExplanationExplanation
PART XII, LINE 4B - OTHER ADJUSTMENTS:DONOR DESIGNATIONS IN ACCORDANCE WITH A PRIVATE LETTER RULING 211,226.
PART XIII, LINE 4B - OTHER ADJUSTMENTS:DONOR DESIGNATIONS IN ACCORDANCE WITH A PRIVATE LETTER RULING 211,226.
IN SEPTEMBER 2009, THE FASB ISSUED ASU NO. 2009-06, INCOME TAXES (TOPIC 740), IMPLEMENTATION GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND DISCLOSURE AMENDMENTS FOR NONPUBLIC ENTITIES TAXES. FASB ASC 740 PRESCRIBES GUIDANCE FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT AND DISCLOSURE OF UNCERTAIN TAX POSITIONS. TAX POSITIONS MUST MEET A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD. THERE WERE NO TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL SIGNIFICANTLY INCREASE OR DECREASE WITHIN THE NEXT YEAR. TAX YEARS FROM 2008 THROUGH 2011 REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained0RecordsMaintained

Recipient Table RecipientTable (32 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
A WOMANS PLACE
PO BOX 299DOYLESTOWNPA18901232034180501(C)320000HEALTHY COMMUNITY
ALDIE COUNSELING CENTER
228 N MAIN STREETDOYLESTOWNPA18901232044355501(C)345900HEALTHY COMMUNITY
AMERICAN RED CROSS LOWER BUCKS
1909 VETERANS HIGHWAYLEVITTOWNPA19056231501160501(C)385000SELF SUFFICENCY
AMERICAN RED CROSS SEPA
2221 CHESTNUT STREETPHILADELPHIAPA19103530196605501(C)313000SELF SUFFICENCY
BARC
PO BOX 470HOLICONGPA18928231489800501(C)312000SELF SUFFICENCY
BEELONG ADULT DAY SERVICES
1810 COUNTY LINE RD STE 401HUNTINGDON VALLEYPA19006232352844501(C)38333HEALTHY COMMUNITY
BIG BROTHERSBIG SISTERS OF BUCKS COUNTY
2875 OLD YORK ROADJAMISONPA18929232461056501(C)335500EARLY CHILDHOOD & YOUTH DEVELOPMENT
BUCKS COUNTY COUNCIL ON ALCOHOLISM AND DRUG DEPENDENCE INC
252 W SWAM ROADDOYLESTOWNPA18901231972816501(C)316000EARLY CHILDHOOD & YOUTH DEVELOPMENT
BUCKS COUNTY HOUSING GROUP
2324 SECOND STREET PIKE SUITE 17WRIGHTSTOWNPA18940231878791501(C)315000SELF SUFFICENCY
BUCKS COUNTY OPPORTUNITY COUNCIL
100 DOYLE STREETDOYLESTOWNPA18901236406222501(C)393000SELF SUFFICENCY
CHILD HOME AND COMMUNITY
144 WOOD STREETDOYLESTOWNPA18901232131650501(C)317000EARLY CHILDHOOD & YOUTH DEVELOPMENT
CONTACT GREATER PHILADELPHIA
PO NOX 167RICHBOROPA18954232148393501(C)319000HEALTHY COMMUNITY
FAMILY SERVICE ASSOCIATION OF BUCKS COUNTY
4 CORNERSTONE DRIVELANGHORNEPA19047231427224501(C)3178000HEALTHY COMMUNITY
GIRL SCOUTS OF EASTERN PENNSYLVANIA
PO BOX 27540PHILADELPHIAPA19119231631930501(C)320000EARLY CHILDHOOD & YOUTH DEVELOPMENT
GOOD FRIENDS INC
868 WEST BRIDGE STREETMORRISVILLEPA19067232055761501(C)322100HEALTHY COMMUNITY
LOWER BUCKS COMMUNITY CENTER
9300 NEW FALLS ROADFALLSINGTONPA19054231679601501(C)338250EARLY CHILDHOOD & YOUTH DEVELOPMENT
LOWER BUCKS COUNTY FAMILY YMCA
601 S OXFORD VALLEY ROADFAIRLESS HILLSPA19030231433890501(C)360000EARLY CHILDHOOD & YOUTH DEVELOPMENT
LEGAL AID OF SOUTHEASTERN PA
1290 NEW RODGERS RDBRISTOLPA19007231901014501(C)319500HEALTHY COMMUNITY
LIFESPAN ADULT DAY HEALTH CENTER
2460 JOHN FRIES HIGHWAYQUAKERTOWNPA18951232724856501(C)335000HEALTHY COMMUNITY
NETWORK OF VICTIM ASSISTANCE
2370 YORK ROAD SUITE B1JAMISONPA18929237438387501(C)359000HEALTHY COMMUNITY
THE PEACE CENTER
102 W MAPLE AVENUELANGHORNEPA19047233047368501(C)316000EARLY CHILDHOOD & YOUTH DEVELOPMENT
VITA EDUCATION SERVICES
8 EAST COURT STREETDOYLESTOWNPA18901231977810501(C)310500SELF SUFFICENCY
YWCA OF BUCKS COUNTY
2425 TREVOSE ROADTREVOSEPA19053231429832501(C)371000EARLY CHILDHOOD & YOUTH DEVELOPMENT
GALILEE PAVILION
21 PENN VALLEY ROADLVEITTOWNPA19054232611169501(C)335000HEALTHY COMMUNITY
JUST COMMUNITY
PO BOX 258QUAKERTOWNPA18951233022915501(C)35000EARLY CHILDHOOD & YOUTH DEVELOPMENT
TODAY INC
PO BOX 908NEWTOWNPA18940237074434501(C)322000HEALTHY COMMUNITY
BOY SCOUTS OF AMERICA
ONE SCOUT WAYDOYLESTOWNPA18901231352048501(C)330000EARLY CHILDHOOD & YOUTH DEVELOPMENT
BUCKS COUNTY HEAD START
75 PENN AVENUEMORRISVILLEPA19067222461138501(C)330000EARLY CHILDHOOD & YOUTH DEVELOPMENT
CHILDREN'S DEVELOPMENT
501 W BROAD STREETQUAKERTOWNPA18951231981629501(C)318000EARLY CHILDHOOD & YOUTH DEVELOPMENT
CREDIT COUNSELING CENTER
832 SECOND STREET PIKERICHBOROPA18954232754268501(C)310000SELF SUFFICENCY
LIBERTAE
5245 BENSALEM BLVDBENSALEMPA19020231901275501(C)342000HEALTHY COMMUNITY
UPPER BUCKS YMCA
401 FAIRVIEW AVENUEQUAKERTOWNPA18951231713382501(C)329750EARLY CHILDHOOD & YOUTH DEVELOPMENT

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment1SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Schedule M IRS990ScheduleM

Clothing And Household Goods ClothingAndHouseholdGoods

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F990614877NoncashContribsRptdF990
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION A, LINE 7ATHE ENTIRE BOARD OF DIRECTORS VOTE ON THE EXECUTIVES FOR THE YEAR.
FORM 990, PART VI, SECTION B, LINE 11A DRAFT OF THE 990 IS REVIEWED BY THE DIRECTOR BEFORE SUBMITS TO THE IRS.
FORM 990, PART VI, SECTION B, LINE 15THE PRESIDENT, CEO AND OTHER KEY EMPLOYEES, COMPARABLE DATA FROM WITHIN THE UNITED WAY SYSTEM, PLUS FROM WITHIN SOCIAL SERVICE ORGANIZATIONS WITHIN THE COMMUNITY, ARE COLLECTED AS PART OF THE COMPENSATION REVIEW PROCEDURES. THE BOARD MUST APPROVE COMPENSATION AND THAT INFORMATION IS MADE AVAILABLE FOR ALL MEMBERS TO REVIEW.
FORM 990, PART VI, SECTION C, LINE 19UNITED WAY OF BUCKS COUNTY GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON GUIDESTAR.ORG, AND ALL OTHERS ARE AVAILABLE BY WRITTEN REQUEST.
FORM 990, PART XI, LINE 5:NET UNREALIZED LOSSES ON INVESTMENTS: -58,235.CHANGES IN NET ASSETS OR FUND BALANCES:
990 PAGE 11, PART XI LINE 2CTHE ORGANIZATION HAS A COMITTEE THAT HAS OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THIS HAS NOT BEEN CHANGED SINCE THE PRIOR YEAR.

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