2013-10-15T08:37:55-05:00 2012-12-31 231406493 MORISON COGEN LLP 150 MONUMENT RD - SUITE 500 BALA CYNWYD PA 19004 990 2012-01-01 231409706 UNITED WAY OF BUCKS COUNTY UNIT 2159491660 413 HOOD BLVD FAIRLESS HILLS PA 19030 JOHN RAMIREZ 2159491660 2013-09-24 1 JOSEPH M KISTNER CPA P00157086 2674403000 2012 2016-03-07 17:11:31Z 413 HOOD BLVD FAIRLESS HILLS PA 19030 5321578 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. 41 41 26 0 0 0 3864456 4450394 0 0 53812 42512 61685 41223 3979953 4534129 1077770 1160166 0 0 751437 1098523 0 0 395855 2002951 2452633 3832158 4711322 147795 -177193 2806719 2711429 508485 557691 2298234 2153738 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 1166168 1160166 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. 2468322 41223 COMMUNITY & AGENCY SERVICES - PLANNING AND COORDINATION OF SERVICES, NEEDS ASSESSMENT, HUMAN SERVICES CONFERENCES, VOLUNTEER EFFORTS, AND PUBLICIZING INFORMATION ON AVAILABLE HUMAN SERVICES. 77870 3 EMERGENCY FOOD PROGRAMS, GIFTS IN KIND, AND COMMUNITY SERVICES LABOR LIAISON. 53610 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. 183734 DONOR DESIGNATIONS-MEMBER AGENCIES, NON-MEMBER AGENCIES, AND OTHER 55699 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. 293043 4005403 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 1 26 0 1 26 1 0 0 0 0 0 0 0 0 0 0 0 X 41 41 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 TRISH MARKEL-MULLIGAN 1.00 X X 0 0 0 JOHN WILSON 1.00 X X 0 0 0 BRUCE IACOBUCCI 1.00 X X 0 0 0 ANNA MARIE MAURO 1.00 X X 0 0 0 VINCE MANDES 1.00 X X 0 0 0 FRANCIS SULLIVAN ESQ 1.00 X X 0 0 0 BRIAN JETER 1.00 X X 0 0 0 TODD A ALDERFER 1.00 X 0 0 0 FRANCINE BLOCK 1.00 X 0 0 0 BOB CARUSO 1.00 X 0 0 0 MIKE CONNOR 1.00 X 0 0 0 RON DAVIS 1.00 X 0 0 0 BLAINE FORKELL 1.00 X 0 0 0 DAVID FREEMAN 1.00 X 0 0 0 DR BARRY GALASSO 1.00 X 0 0 0 STEVE GALLUCCI 1.00 X 0 0 0 GLYNN KEY 1.00 X 0 0 0 SAMUEL LEE 1.00 X 0 0 0 DOREEN MASALTA 1.00 X 0 0 0 CATHERINE MCELROY 1.00 X 0 0 0 SONNY PARIKH 1.00 X 0 0 0 JOANN PEROTTI 1.00 X 0 0 0 NATHAN SMEDLEY 1.00 X 0 0 0 PAT WALKER 1.00 X 0 0 0 MARTHA FEINBERG WOGLOM 1.00 X 0 0 0 JACQUELINE BOWERS 1.00 X 0 0 0 DR GARY L BOWMAN 1.00 X 0 0 0 KATHY BRETT 1.00 X 0 0 0 LYNN BUSH 1.00 X 0 0 0 DR RICHARD O COE 1.00 X 0 0 0 KAREN DAWKINS 1.00 X 0 0 0 J PETER DOMINICK 1.00 X 0 0 0 THOMAS P DONNELLY ESQ 1.00 X 0 0 0 JAMES DOWLING 1.00 X 0 0 0 GROVER FRIEND 1.00 X 0 0 0 DAVID J GONDAK 1.00 X 0 0 0 JACK MCCAUGHAN 1.00 X 0 0 0 HAROLD F OSWALD JR 1.00 X 0 0 0 SAMUEL SNIPES 1.00 X 0 0 0 CARL WALLNAU 1.00 X 0 0 0 MARK WORTHINGTON 1.00 X 0 0 0 JAMIE HADDON 40.00 X 91717 0 10862 JOHN RAMIREZ JR 40.00 X 66383 0 13737 SHARON K BARKER 40.00 X 98044 0 13271 256144 0 37870 0 0 0 0 0 16395 1744448 2689551 601887 4450394 24672 24672 805289 787449 17840 17840 17840 MISCELLANEOUS 900099 25051 25051 FEE REVENUE 900099 16172 16172 41223 4534129 41223 0 42512 1160166 1160166 294013 172757 61390 59866 628773 369456 131287 128030 175737 103260 36694 35783 8624 7002 474 1148 24502 19895 1346 3261 349761 283066 19486 47209 13482 6741 6741 COMMUNITY PROGRAM EXPEN 931910 931910 GIFTS IN KIND - GOODS 602667 602667 DONOR DESIGNATIONS 188705 188705 FACILITIES & EQUIPMENT 149565 98960 28791 21814 183417 67559 23855 92003 4711322 4005403 310064 395855 747822 597628 1138940 681369 105343 307438 20032 17107 357267 204846 41132 152421 753450 955466 2806719 2711429 244118 304533 11638 11638 252729 241520 508485 557691 X 2238234 2093738 60000 60000 2298234 2153738 2806719 2711429 -177193 32697 0 X X 0 1 X 1 1 1 X 3253054 3135485 3672410 3864456 4450394 18375799 3253054 3135485 3672410 3864456 4450394 18375799 986484 17389315 37176 22150 27401 28715 24672 140114 66937 76897 73874 61685 41223 320616 18836529 0.92320 0.93790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60000 60000 60000 60000 60000 60000 60000 60000 60000 60000 1.00000 0 0 11017 11017 182383 86036 96347 163867 118810 45057 152421 REFUNDABLE AGENCY DEPOSITS 241520 241520 X 4383092 32697 4971 37668 4345424 188705 188705 4534129 4527588 4971 4971 4522617 188705 188705 4711322 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. 0 A WOMANS PLACE PO BOX 299 DOYLESTOWN PA 18901 232034180 501(C)3 15000 HEALTHY COMMUNITY ALDIE COUNSELING CENTER 228 N MAIN STREET DOYLESTOWN PA 18901 232044355 501(C)3 47950 HEALTHY COMMUNITY AMERICAN RED CROSS LOWER BUCKS 1909 VETERANS HIGHWAY LEVITTOWN PA 19056 231501160 501(C)3 46500 SELF SUFFICENCY BARC PO BOX 470 HOLICONG PA 18928 231489800 501(C)3 11000 SELF SUFFICENCY HEALTHY COMMUNITY BIG BROTHERSBIG SISTERS OF BUCKS COUNTY 2875 OLD YORK ROAD JAMISON PA 18929 232461056 501(C)3 41750 EARLY CHILDHOOD & YOUTH DEVELOPMENT BUCKS COUNTY COUNCIL ON ALCOHOLISM AND DRUG DEPENDENCE INC 252 W SWAM ROAD DOYLESTOWN PA 18901 231972816 501(C)3 26973 EARLY CHILDHOOD & YOUTH DEVELOPMENT BUCKS COUNTY HOUSING GROUP 2324 SECOND STREET PIKE SUITE 17 WRIGHTSTOWN PA 18940 231878791 501(C)3 17000 SELF SUFFICENCY BUCKS COUNTY OPPORTUNITY COUNCIL 100 DOYLE STREET DOYLESTOWN PA 18901 236406222 501(C)3 94875 SELF SUFFICENCY CHILD HOME AND COMMUNITY 144 WOOD STREET DOYLESTOWN PA 18901 232131650 501(C)3 18000 EARLY CHILDHOOD & YOUTH DEVELOPMENT CONTACT GREATER PHILADELPHIA PO NOX 167 RICHBORO PA 18954 232148393 501(C)3 20750 HEALTHY COMMUNITY FAMILY SERVICE ASSOCIATION OF BUCKS COUNTY 4 CORNERSTONE DRIVE LANGHORNE PA 19047 231427224 501(C)3 221500 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 46625 EARLY CHILDHOOD & YOUTH DEVELOPMENT LOWER BUCKS COUNTY FAMILY YMCA 601 S OXFORD VALLEY ROAD FAIRLESS HILLS PA 19030 231433890 501(C)3 75000 EARLY CHILDHOOD & YOUTH DEVELOPMENT LEGAL AID OF SOUTHEASTERN PA 1290 NEW RODGERS RD BRISTOL PA 19007 231901014 501(C)3 22250 HEALTHY COMMUNITY LIFESPAN ADULT DAY HEALTH CENTER 2460 JOHN FRIES HIGHWAY QUAKERTOWN PA 18951 232724856 501(C)3 22500 HEALTHY COMMUNITY NETWORK OF VICTIM ASSISTANCE 2370 YORK ROAD SUITE B1 JAMISON PA 18929 237438387 501(C)3 64000 HEALTHY COMMUNITY THE PEACE CENTER 102 W MAPLE AVENUE LANGHORNE PA 19047 233047368 501(C)3 17000 EARLY CHILDHOOD & YOUTH DEVELOPMENT VITA EDUCATION SERVICES 8 EAST COURT STREET DOYLESTOWN PA 18901 231977810 501(C)3 12750 SELF SUFFICENCY YWCA OF BUCKS COUNTY 2425 TREVOSE ROAD TREVOSE PA 19053 231429832 501(C)3 61500 EARLY CHILDHOOD & YOUTH DEVELOPMENT GALILEE PAVILION 21 PENN VALLEY ROAD LVEITTOWN PA 19054 232611169 501(C)3 17500 HEALTHY COMMUNITY JUST COMMUNITY PO BOX 258 QUAKERTOWN PA 18951 233022915 501(C)3 7500 EARLY CHILDHOOD & YOUTH DEVELOPMENT TODAY INC PO BOX 908 NEWTOWN PA 18940 237074434 501(C)3 16000 HEALTHY COMMUNITY BOY SCOUTS OF AMERICA ONE SCOUT WAY DOYLESTOWN PA 18901 231352048 501(C)3 27500 EARLY CHILDHOOD & YOUTH DEVELOPMENT BUCKS COUNTY HEAD START 75 PENN AVENUE MORRISVILLE PA 19067 222461138 501(C)3 37000 EARLY CHILDHOOD & YOUTH DEVELOPMENT CHILDREN'S DEVELOPMENT 501 W BROAD STREET QUAKERTOWN PA 18951 231981629 501(C)3 23000 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 34875 EARLY CHILDHOOD & YOUTH DEVELOPMENT HABITAT FOR HUMANITY 31 OAK AVENUE CHALFONT PA 18914 232607106 501(C)3 10000 SELF SUFFICENCY INTERFAITH HOUSING 805 NORTH WILSON AVENUE BUILDING 100 STE 102 BRISTOL PA 19007 232501785 501(C)3 5000 SELF SUFFICENCY X 601887 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 BOARD OF DIRECTORS BEFORE SUBMISSION 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. 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.