2013-02-27T14:35:22-06:00 2011-12-31 231406493 MORISON COGEN LLP 150 MONUMENT RD - SUITE 500 BALA CYNWYD PA 19004 990 2011-01-01 231409706 UNITED WAY OF BUCKS COUNTY UNIT 2159491660 413 HOOD BLVD FAIRLESS HILLS PA 19030 JOHN RAMIREZ 2159491660 2013-02-14 1 JOSEPH M KISTNER CPA P00157086 2674403000 2011 2016-02-25 16:41:14Z 413 HOOD BLVD FAIRLESS HILLS PA 19030 4340795 0 X N/A X 1952 PA THE MISSION OF UNITED WAY OF BUCKS COUNTY IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES. 40 40 15 0 0 0 3672410 3864456 0 0 7751 53812 73874 61685 3754035 3979953 1240609 1077770 0 0 777889 751437 0 0 253494 1731864 2002951 3750362 3832158 3673 147795 2727000 2806719 518326 508485 2208674 2298234 X MORE 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. 0 0 1084346 1068333 ALLOCATIONS - 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. 1874522 61685 COMMUNITY & AGENCY SERVICES - PLANNING AND COORDINATION OF SERVICES, NEEDS ASSESSMENT, HUMAN SERVICES CONFERENCES, VOLUNTEER EFFORTS, AND PUBLICIZING INFORMATION ON AVAILABLE HUMAN SERVICES. 65367 3 EMERGENCY FOOD PROGRAMS, GIFTS IN KIND, AND COMMUNITY SERVICES LABOR LIAISON. 41788 COMMUNITY 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. 211226 DONOR DESIGNATIONS-MEMBER AGENCIES, NON-MEMBER AGENCIES, AND OTHER 58430 FUNDS 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. 311444 3335679 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 20 0 1 15 1 0 0 0 0 0 0 0 0 0 0 X 40 40 0 0 0 0 0 1 0 1 1 0 0 1 1 1 0 1 1 1 1 0 PA NJ X ORGANIZATION 2159491660 413 HOOD BLVD FAIRLESS HILLS PA 19030 LYNN BUSH 1.00 X 0 0 0 JAMES DOWLING 1.00 X 0 0 0 RICHARD O COE 1.00 X 0 0 0 BRUCE IACOBUCCI 1.00 X 0 0 0 TRISH MARKEL 1.00 X 0 0 0 MIKE CONNOR 1.00 X 0 0 0 THOMAS P DONNELLY ESQ 1.00 X 0 0 0 FRANCINE BLOCK 1.00 X 0 0 0 DAVID J GONDAK 1.00 X 0 0 0 LISA ANDREJKO 1.00 X 0 0 0 MIKE BANNON 1.00 X 0 0 0 PATRICIA BOYLE 1.00 X 0 0 0 RON DAVIS 1.00 X 0 0 0 BLAINE FORKELL 1.00 X 0 0 0 BARRY GALASSO 1.00 X 0 0 0 STEVE GALLUCCI 1.00 X 0 0 0 WILLIAM GRETZULA 1.00 X 0 0 0 BRIAN JETER 1.00 X 0 0 0 GLYNN KEY 1.00 X 0 0 0 EDWARD NAWROCKI 1.00 X 0 0 0 DOREEN MASALTA 1.00 X 0 0 0 SONNY PARIKH 1.00 X 0 0 0 NATHAN SMEDLEY 1.00 X 0 0 0 FRANK SULLIVAN 1.00 X 0 0 0 SUELLEN TORREGROSA 1.00 X 0 0 0 JOHN WILSON 1.00 X 0 0 0 PAT WALKER 1.00 X 0 0 0 JACQUELINE BOWERS 1.00 X 0 0 0 GARY L BOWMAN 1.00 X 0 0 0 KATHY BRETT 1.00 X 0 0 0 KAREN DAWKINS 1.00 X 0 0 0 PETER DOMINICK 1.00 X 0 0 0 GROVER J FRIEND 1.00 X 0 0 0 JOHN F MCCAUGHAN 1.00 X 0 0 0 HAROLD F OSWALD JR 1.00 X 0 0 0 SAMUEL M SNIPES ESQ 1.00 X 0 0 0 CARL N WALLNAU JR ESQ 1.00 X 0 0 0 MARK WORTHINGTON 1.00 X 0 0 0 ANNA MARIE MAURO 1.00 X 0 0 0 SHARON K BARKER 40.00 X 95581 0 14455 JOHN RAMIREZ JR 40.00 X 71426 0 13737 167007 0 28192 0 0 0 0 0 23378 1149867 2691211 614877 3864456 28715 28715 385939 360842 25097 25097 25097 FEE REVENUE 900099 33190 33190 MISCELLANEOUS 900099 28495 28495 61685 3979953 61685 0 53812 1077770 1077770 195199 130197 36112 28890 393300 262330 72762 58208 1910 1274 353 283 95900 63972 17733 14195 65128 43445 12043 9640 30000 21995 3700 4305 15201 11145 1875 2181 7824 3912 3912 GIFTS IN KIND - GOODS 614877 614877 COMMUNITY PROGRAM EXPEN 475751 475751 OTHER PROFESSIONAL SERV 280005 202113 36008 41884 DONOR DESIGNATIONS 211226 211226 368067 219584 58487 89996 3832158 3335679 242985 253494 600525 747822 1170937 1138940 135582 105343 9504 20032 317760 276628 44061 41132 766391 753450 2727000 2806719 217547 244118 74291 11638 226488 252729 518326 508485 X 2138674 2238234 10000 0 60000 60000 2208674 2298234 2727000 2806719 X 147795 -58235 X X 0 1 1 X 0 X 2963177 3253054 3135485 3672410 3864456 16888582 2963177 3253054 3135485 3672410 3864456 16888582 596845 16291737 87055 37176 22150 27401 28715 202497 66937 76897 73874 61685 279393 17370472 0.93790 0.95380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60000 60000 60000 60000 60000 60000 60000 60000 1.00000 0 0 11017 11017 97056 83505 13551 209687 193123 16564 41132 REFUNDABLE AGENCY DEPOSITS 252729 252729 3979953 3832158 147795 -58235 -58235 89560 3722400 -58235 11908 -46327 3768727 211226 211226 3979953 3632840 11908 11908 3620932 211226 211226 3832158 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. 0 A WOMANS PLACE PO BOX 299 DOYLESTOWN PA 18901 232034180 501(C)3 20000 HEALTHY COMMUNITY ALDIE COUNSELING CENTER 228 N MAIN STREET DOYLESTOWN PA 18901 232044355 501(C)3 45900 HEALTHY COMMUNITY AMERICAN RED CROSS LOWER BUCKS 1909 VETERANS HIGHWAY LEVITTOWN PA 19056 231501160 501(C)3 85000 SELF SUFFICENCY AMERICAN RED CROSS SEPA 2221 CHESTNUT STREET PHILADELPHIA PA 19103 530196605 501(C)3 13000 SELF SUFFICENCY BARC PO BOX 470 HOLICONG PA 18928 231489800 501(C)3 12000 SELF SUFFICENCY BEELONG ADULT DAY SERVICES 1810 COUNTY LINE RD STE 401 HUNTINGDON VALLEY PA 19006 232352844 501(C)3 8333 HEALTHY COMMUNITY BIG BROTHERSBIG SISTERS OF BUCKS COUNTY 2875 OLD YORK ROAD JAMISON PA 18929 232461056 501(C)3 35500 EARLY CHILDHOOD & YOUTH DEVELOPMENT BUCKS COUNTY COUNCIL ON ALCOHOLISM AND DRUG DEPENDENCE INC 252 W SWAM ROAD DOYLESTOWN PA 18901 231972816 501(C)3 16000 EARLY CHILDHOOD & YOUTH DEVELOPMENT BUCKS COUNTY HOUSING GROUP 2324 SECOND STREET PIKE SUITE 17 WRIGHTSTOWN PA 18940 231878791 501(C)3 15000 SELF SUFFICENCY BUCKS COUNTY OPPORTUNITY COUNCIL 100 DOYLE STREET DOYLESTOWN PA 18901 236406222 501(C)3 93000 SELF SUFFICENCY CHILD HOME AND COMMUNITY 144 WOOD STREET DOYLESTOWN PA 18901 232131650 501(C)3 17000 EARLY CHILDHOOD & YOUTH DEVELOPMENT CONTACT GREATER PHILADELPHIA PO NOX 167 RICHBORO PA 18954 232148393 501(C)3 19000 HEALTHY COMMUNITY FAMILY SERVICE ASSOCIATION OF BUCKS COUNTY 4 CORNERSTONE DRIVE LANGHORNE PA 19047 231427224 501(C)3 178000 HEALTHY COMMUNITY GIRL SCOUTS OF EASTERN PENNSYLVANIA PO BOX 27540 PHILADELPHIA PA 19119 231631930 501(C)3 20000 EARLY CHILDHOOD & YOUTH DEVELOPMENT GOOD FRIENDS INC 868 WEST BRIDGE STREET MORRISVILLE PA 19067 232055761 501(C)3 22100 HEALTHY COMMUNITY LOWER BUCKS COMMUNITY CENTER 9300 NEW FALLS ROAD FALLSINGTON PA 19054 231679601 501(C)3 38250 EARLY CHILDHOOD & YOUTH DEVELOPMENT LOWER BUCKS COUNTY FAMILY YMCA 601 S OXFORD VALLEY ROAD FAIRLESS HILLS PA 19030 231433890 501(C)3 60000 EARLY CHILDHOOD & YOUTH DEVELOPMENT LEGAL AID OF SOUTHEASTERN PA 1290 NEW RODGERS RD BRISTOL PA 19007 231901014 501(C)3 19500 HEALTHY COMMUNITY LIFESPAN ADULT DAY HEALTH CENTER 2460 JOHN FRIES HIGHWAY QUAKERTOWN PA 18951 232724856 501(C)3 35000 HEALTHY COMMUNITY NETWORK OF VICTIM ASSISTANCE 2370 YORK ROAD SUITE B1 JAMISON PA 18929 237438387 501(C)3 59000 HEALTHY COMMUNITY THE PEACE CENTER 102 W MAPLE AVENUE LANGHORNE PA 19047 233047368 501(C)3 16000 EARLY CHILDHOOD & YOUTH DEVELOPMENT VITA EDUCATION SERVICES 8 EAST COURT STREET DOYLESTOWN PA 18901 231977810 501(C)3 10500 SELF SUFFICENCY YWCA OF BUCKS COUNTY 2425 TREVOSE ROAD TREVOSE PA 19053 231429832 501(C)3 71000 EARLY CHILDHOOD & YOUTH DEVELOPMENT GALILEE PAVILION 21 PENN VALLEY ROAD LVEITTOWN PA 19054 232611169 501(C)3 35000 HEALTHY COMMUNITY JUST COMMUNITY PO BOX 258 QUAKERTOWN PA 18951 233022915 501(C)3 5000 EARLY CHILDHOOD & YOUTH DEVELOPMENT TODAY INC PO BOX 908 NEWTOWN PA 18940 237074434 501(C)3 22000 HEALTHY COMMUNITY BOY SCOUTS OF AMERICA ONE SCOUT WAY DOYLESTOWN PA 18901 231352048 501(C)3 30000 EARLY CHILDHOOD & YOUTH DEVELOPMENT BUCKS COUNTY HEAD START 75 PENN AVENUE MORRISVILLE PA 19067 222461138 501(C)3 30000 EARLY CHILDHOOD & YOUTH DEVELOPMENT CHILDREN'S DEVELOPMENT 501 W BROAD STREET QUAKERTOWN PA 18951 231981629 501(C)3 18000 EARLY CHILDHOOD & YOUTH DEVELOPMENT CREDIT COUNSELING CENTER 832 SECOND STREET PIKE RICHBORO PA 18954 232754268 501(C)3 10000 SELF SUFFICENCY LIBERTAE 5245 BENSALEM BLVD BENSALEM PA 19020 231901275 501(C)3 42000 HEALTHY COMMUNITY UPPER BUCKS YMCA 401 FAIRVIEW AVENUE QUAKERTOWN PA 18951 231713382 501(C)3 29750 EARLY CHILDHOOD & YOUTH DEVELOPMENT X 1 0 0 0 0 0 0 0 0 X 614877 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE ENTIRE BOARD OF DIRECTORS VOTE ON THE EXECUTIVES FOR THE YEAR. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF THE 990 IS REVIEWED BY THE DIRECTOR BEFORE SUBMITS TO THE IRS. FORM 990, PART VI, SECTION B, LINE 15 THE 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 19 UNITED 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -58,235. 990 PAGE 11, PART XI LINE 2C THE ORGANIZATION HAS A COMITTEE THAT HAS OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THIS HAS NOT BEEN CHANGED SINCE THE PRIOR YEAR.