UNITED WAY OF BUCKS COUNTY: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY OF BUCKS COUNTY (EIN 23-1409706)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-10-15
IRS object ID
201322889349300107
Schema version
2012v2.1
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

FieldValueIRS element (for citing)
Timestamp2013-10-15T08:37:55-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

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 Date2012-01-01TaxPeriodBeginDate

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 Signed2013-09-24DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJOSEPH M KISTNER CPAName
PTINP00157086PTIN
Phone2674403000Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

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 Receipts5321578GrossReceipts
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 Body41NbrVotingMembersGoverningBody
Nbr Independent Voting Members41NbrIndependentVotingMembers
Total Nbr Employees26TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year3864456ContributionsGrantsPriorYear
Contributions Grants Current Year4450394ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year53812InvestmentIncomePriorYear
Investment Income Current Year42512InvestmentIncomeCurrentYear
Other Revenue Prior Year61685OtherRevenuePriorYear
Other Revenue Current Year41223OtherRevenueCurrentYear
Total Revenue Prior Year3979953TotalRevenuePriorYear
Total Revenue Current Year4534129TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year1077770GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY1160166GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year751437SalariesEtcPriorYear
Salaries Etc Current Year1098523SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year395855TotalFundrsngExpCurrentYear
Other Expense Prior Year2002951OtherExpensePriorYear
Other Expenses Current Year2452633OtherExpensesCurrentYear
Total Expenses Prior Year3832158TotalExpensesPriorYear
Total Expenses Current Year4711322TotalExpensesCurrentYear
Revenues Less Expenses Prior Year147795RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-177193RevenuesLessExpensesCY
Total Assets BOY2806719TotalAssetsBOY
Total Assets EOY2711429TotalAssetsEOY
Total Liabilities BOY508485TotalLiabilitiesBOY
Total Liabilities EOY557691TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY2298234NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY2153738NetAssetsOrFundBalancesEOY
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
Expense1166168Expense
Grants1160166Grants
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)
Expense2468322Expense
Revenue41223Revenue
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)
Expense77870Expense
Description3 EMERGENCY FOOD PROGRAMS, GIFTS IN KIND, AND COMMUNITY SERVICES LABOR LIAISON.Description

Activity Other ActivityOther (3 entries)

ExpenseExpenseDescriptionDescription
53610COMMUNITY 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.
183734DONOR DESIGNATIONS-MEMBER AGENCIES, NON-MEMBER AGENCIES, AND OTHER
55699FUNDS 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 Exp293043TotalOfOtherProgramServiceExp
Total Program Service Expense4005403TotalProgramServiceExpense
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
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109626NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees26NumberOfEmployees
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
Form8899 Filed0Form8899Filed
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members41NbrVotingGoverningBodyMembers
Number Independent Voting Members41NumberIndependentVotingMembers
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 (44 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
TRISH MARKEL-MULLIGAN
BOARD CHAIR1.00XX000
JOHN WILSON
VICE CO CHAIR-RESOURCE DEVELOPMENT1.00XX000
BRUCE IACOBUCCI
VICE CO CHAIR-RESOURCE DEVELO1.00XX000
ANNA MARIE MAURO
CO-VICE CHAIR, COMMUNITY I1.00XX000
VINCE MANDES
TREASURER1.00XX000
FRANCIS SULLIVAN ESQ
SECRETARY1.00XX000
BRIAN JETER
VICE CO CHAIR-MARKETING1.00XX000
TODD A ALDERFER
BOARD MEMBER1.00X000
FRANCINE BLOCK
BOARD MEMBER1.00X000
BOB CARUSO
BOARD MEMBER1.00X000
MIKE CONNOR
BOARD MEMBER1.00X000
RON DAVIS
BOARD MEMBER1.00X000
BLAINE FORKELL
BOARD MEMBER1.00X000
DAVID FREEMAN
BOARD MEMBER1.00X000
DR BARRY GALASSO
BOARD MEMBER1.00X000
STEVE GALLUCCI
BOARD MEMBER1.00X000
GLYNN KEY
BOARD MEMBER1.00X000
SAMUEL LEE
BOARD MEMBER1.00X000
DOREEN MASALTA
BOARD MEMBER1.00X000
CATHERINE MCELROY
BOARD MEMBER1.00X000
SONNY PARIKH
BOARD MEMBER1.00X000
JOANN PEROTTI
BOARD MEMBER1.00X000
NATHAN SMEDLEY
BOARD MEMBER1.00X000
PAT WALKER
BOARD MEMBER1.00X000
MARTHA FEINBERG WOGLOM
BOARD MEMBER1.00X000
JACQUELINE BOWERS
BOARD MEMBER1.00X000
DR GARY L BOWMAN
BOARD MEMBER1.00X000
KATHY BRETT
BOARD MEMBER1.00X000
LYNN BUSH
BOARD MEMBER1.00X000
DR RICHARD O COE
BOARD MEMBER1.00X000
KAREN DAWKINS
BOARD MEMBER1.00X000
J PETER DOMINICK
BOARD MEMBER1.00X000
THOMAS P DONNELLY ESQ
BOARD MEMBER1.00X000
JAMES DOWLING
BOARD MEMBER1.00X000
GROVER FRIEND
BOARD MEMBER1.00X000
DAVID J GONDAK
BOARD MEMBER1.00X000
JACK MCCAUGHAN
BOARD MEMBER1.00X000
HAROLD F OSWALD JR
BOARD MEMBER1.00X000
SAMUEL SNIPES
BOARD MEMBER1.00X000
CARL WALLNAU
BOARD MEMBER1.00X000
MARK WORTHINGTON
BOARD MEMBER1.00X000
JAMIE HADDON
CEO40.00X91717010862
JOHN RAMIREZ JR
INTERIM CO-CEO40.00X66383013737
SHARON K BARKER
INTERIM CO-CEO40.00X98044013271
FieldValueIRS element (for citing)
Total Reportable Comp From Org256144TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation37870TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Federated Campaigns16395FederatedCampaigns
Government Grants1744448GovernmentGrants
All Other Contributions2689551AllOtherContributions
Noncash Contributions601887NoncashContributions
Total Contributions4450394TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column24672TotalRevenueColumn
Exclusion$24,672ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities805289Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities787449Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities17840Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column17840TotalRevenueColumn
Exclusion$17,840ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
MISCELLANEOUS9000992505125051
FEE REVENUE9000991617216172
FieldValueIRS element (for citing)
Total Other Revenue41223TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column4534129TotalRevenueColumn
Related Or Exempt Function Income41223RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$42,512ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total1160166Total
Program Services1160166ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total294013Total
Program Services172757ProgramServices
Management And General61390ManagementAndGeneral
Fundraising59866Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total628773Total
Program Services369456ProgramServices
Management And General131287ManagementAndGeneral
Fundraising128030Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total175737Total
Program Services103260ProgramServices
Management And General36694ManagementAndGeneral
Fundraising35783Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total8624Total
Program Services7002ProgramServices
Management And General474ManagementAndGeneral
Fundraising1148Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total24502Total
Program Services19895ProgramServices
Management And General1346ManagementAndGeneral
Fundraising3261Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total349761Total
Program Services283066ProgramServices
Management And General19486ManagementAndGeneral
Fundraising47209Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total13482Total
Management And General6741ManagementAndGeneral
Fundraising6741Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
COMMUNITY PROGRAM EXPEN931910931910
GIFTS IN KIND - GOODS602667602667
DONOR DESIGNATIONS188705188705
FACILITIES & EQUIPMENT149565989602879121814

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total183417Total
Program Services67559ProgramServices
Management And General23855ManagementAndGeneral
Fundraising92003Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total4711322Total
Program Services4005403ProgramServices
Management And General310064ManagementAndGeneral
Fundraising395855Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY747822BOY
EOY597628EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY1138940BOY
EOY681369EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY105343BOY
EOY307438EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY20032BOY
EOY17107EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis357267LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec204846LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY41132BOY
EOY152421EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY753450BOY
EOY955466EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY2806719BOY
EOY2711429EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY244118BOY
EOY304533EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY11638BOY
EOY11638EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY252729BOY
EOY241520EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY508485BOY
EOY557691EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY2238234BOY
EOY2093738EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY60000BOY
EOY60000EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2298234BOY
EOY2153738EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2806719BOY
EOY2711429EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-177193ReconcilationRevenueExpenses
Reconciliation Unrealized Invest32697ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3253054CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3135485CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years3672410CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3864456CurrentTaxYearMinus1Year
Current Tax Year4450394CurrentTaxYear
Total18375799Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3253054CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3135485CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years3672410CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3864456CurrentTaxYearMinus1Year
Current Tax Year4450394CurrentTaxYear
Total18375799Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total986484AmountsSubstContributorsTotal
Public Support Total17017389315PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years37176CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years22150CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years27401CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year28715CurrentTaxYearMinus1Year
Current Tax Year24672CurrentTaxYear
Total140114Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years66937CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years76897CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years73874CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year61685CurrentTaxYearMinus1Year
Current Tax Year41223CurrentTaxYear
Total320616Total
FieldValueIRS element (for citing)
Total Support18836529TotalSupport
Public Support Pertcentage1700.92320PublicSupportPertcentage170
Public Support Pertcent Prior Year0.93790PublicSupportPertcentPriorYear
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

Current Year Minus4 Years CurrentYearMinus4Years

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 Basis182383OtherCostOrOtherBasis
Depreciation86036Depreciation
Book Value96347BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis163867OtherCostOrOtherBasis
Depreciation118810Depreciation
Book Value45057BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings152421TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionREFUNDABLE AGENCY DEPOSITSDescription
Amount$241,520Amount
FieldValueIRS element (for citing)
Total Of Amounts241520TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt4383092TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments32697NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities4971DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F99037668RevenueNotRptdF990
Revenue Subtotal4345424RevenueSubtotal
Other Revenues Not Included188705OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt188705RevenueNotRptdOnFinStmt
Total Revenue Per Form9904534129TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt4527588TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities4971DonatedServicesUseOfFacilities
Expenses Not Rptd F9904971ExpensesNotRptdF990
Expenses Subtotal4522617ExpensesSubtotal
Other Expenses Not Included188705OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt188705ExpensesNotRptdOnFinStmt
Total Expenses Per Form9904711322TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:PART V, LINE 4:INVESTMENTS ARE RESTRICTED IN PERPETUITY. THE INCOME WILL BE USED TO SUPPORT GENERAL OPERATIONS AND SCHOLARSHIPS.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X, LINE 2:THE ORGANIZATION FOLLOWS FASB ACCOUNTING STANDARDS UPDATE (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 2009 THROUGH 2012 REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS.
PART XI, LINE 4B - OTHER ADJUSTMENTS:DONOR DESIGNATIONS IN ACCORDANCE WITH A PRIVATE LETTER RULING 188,705.
PART XII, LINE 4B - OTHER ADJUSTMENTS:DONOR DESIGNATIONS IN ACCORDANCE WITH A PRIVATE LETTER RULING 188,705.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained0RecordsMaintained

Recipient Table RecipientTable (33 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantAddress Line2AddressUS/AddressLine2
A WOMANS PLACE
PO BOX 299DOYLESTOWNPA18901232034180501(C)315000HEALTHY COMMUNITY
ALDIE COUNSELING CENTER
228 N MAIN STREETDOYLESTOWNPA18901232044355501(C)347950HEALTHY COMMUNITY
AMERICAN RED CROSS LOWER BUCKS
1909 VETERANS HIGHWAYLEVITTOWNPA19056231501160501(C)346500SELF SUFFICENCY
BARC
PO BOX 470HOLICONGPA18928231489800501(C)311000SELF SUFFICENCY
(no name)
HEALTHY COMMUNITY
BIG BROTHERSBIG SISTERS OF BUCKS COUNTY
2875 OLD YORK ROADJAMISONPA18929232461056501(C)341750EARLY CHILDHOOD & YOUTH DEVELOPMENT
BUCKS COUNTY COUNCIL ON ALCOHOLISM AND DRUG DEPENDENCE INC
252 W SWAM ROADDOYLESTOWNPA18901231972816501(C)326973EARLY CHILDHOOD & YOUTH DEVELOPMENT
BUCKS COUNTY HOUSING GROUP
2324 SECOND STREET PIKE SUITE 17WRIGHTSTOWNPA18940231878791501(C)317000SELF SUFFICENCY
BUCKS COUNTY OPPORTUNITY COUNCIL
100 DOYLE STREETDOYLESTOWNPA18901236406222501(C)394875SELF SUFFICENCY
CHILD HOME AND COMMUNITY
144 WOOD STREETDOYLESTOWNPA18901232131650501(C)318000EARLY CHILDHOOD & YOUTH DEVELOPMENT
CONTACT GREATER PHILADELPHIA
PO NOX 167RICHBOROPA18954232148393501(C)320750HEALTHY COMMUNITY
FAMILY SERVICE ASSOCIATION OF BUCKS COUNTY
4 CORNERSTONE DRIVELANGHORNEPA19047231427224501(C)3221500HEALTHY 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)346625EARLY CHILDHOOD & YOUTH DEVELOPMENT
LOWER BUCKS COUNTY FAMILY YMCA
601 S OXFORD VALLEY ROADFAIRLESS HILLSPA19030231433890501(C)375000EARLY CHILDHOOD & YOUTH DEVELOPMENT
LEGAL AID OF SOUTHEASTERN PA
1290 NEW RODGERS RDBRISTOLPA19007231901014501(C)322250HEALTHY COMMUNITY
LIFESPAN ADULT DAY HEALTH CENTER
2460 JOHN FRIES HIGHWAYQUAKERTOWNPA18951232724856501(C)322500HEALTHY COMMUNITY
NETWORK OF VICTIM ASSISTANCE
2370 YORK ROAD SUITE B1JAMISONPA18929237438387501(C)364000HEALTHY COMMUNITY
THE PEACE CENTER
102 W MAPLE AVENUELANGHORNEPA19047233047368501(C)317000EARLY CHILDHOOD & YOUTH DEVELOPMENT
VITA EDUCATION SERVICES
8 EAST COURT STREETDOYLESTOWNPA18901231977810501(C)312750SELF SUFFICENCY
YWCA OF BUCKS COUNTY
2425 TREVOSE ROADTREVOSEPA19053231429832501(C)361500EARLY CHILDHOOD & YOUTH DEVELOPMENT
GALILEE PAVILION
21 PENN VALLEY ROADLVEITTOWNPA19054232611169501(C)317500HEALTHY COMMUNITY
JUST COMMUNITY
PO BOX 258QUAKERTOWNPA18951233022915501(C)37500EARLY CHILDHOOD & YOUTH DEVELOPMENT
TODAY INC
PO BOX 908NEWTOWNPA18940237074434501(C)316000HEALTHY COMMUNITY
BOY SCOUTS OF AMERICA
ONE SCOUT WAYDOYLESTOWNPA18901231352048501(C)327500EARLY CHILDHOOD & YOUTH DEVELOPMENT
BUCKS COUNTY HEAD START
75 PENN AVENUEMORRISVILLEPA19067222461138501(C)337000EARLY CHILDHOOD & YOUTH DEVELOPMENT
CHILDREN'S DEVELOPMENT
501 W BROAD STREETQUAKERTOWNPA18951231981629501(C)323000EARLY 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)334875EARLY CHILDHOOD & YOUTH DEVELOPMENT
HABITAT FOR HUMANITY
31 OAK AVENUECHALFONTPA18914232607106501(C)310000SELF SUFFICENCY
INTERFAITH HOUSING
805 NORTH WILSON AVENUE BUILDINGBRISTOLPA19007232501785501(C)35000SELF SUFFICENCY100 STE 102

Schedule M IRS990ScheduleM

Clothing And Household Goods ClothingAndHouseholdGoods

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F990601887NoncashContribsRptdF990
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 (5 entries)

Return ReferenceReturnReferenceExplanationExplanation
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 BOARD OF DIRECTORS BEFORE SUBMISSION 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.
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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