UNITED WAY OF COASTAL: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF COASTAL (EIN 06-0864341)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-13
- IRS object ID
- 201343179349304954
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T14:53:39-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061331879 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDBERG SMITH & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 MAIN STREET 6TH FLOOR | AddressLine1 |
| City | BRIDGEPORT | City |
| State | CT | State |
| ZIP Code | 066044915 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060864341 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF COASTAL FAIRFIELD COUNTY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 2033345106 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 WASHINGTON AVENUE | AddressLine1 |
| City | BRIDGEPORT | City |
| State | CT | State |
| ZIP Code | 06604 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MERLE BERKE SCHLESSEL | Name |
| Title | PRESIDENT AND CEO | Title |
| Phone | 2033345106 | Phone |
| Date Signed | 2013-11-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID ZIEFF | Name |
| PTIN | P01236646 | PTIN |
| Phone | 2033665876 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MERLE BERKE SCHLESSEL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 WASHINGTON AVENUE | AddressLine1 |
| City | BRIDGEPORT | City |
| State | CT | State |
| ZIP Code | 06604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7286502 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UNITEDWAYCFC.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | TO MOBILIZE OUR COMMUNITIES TO ADVANCE THE COMMON GOOD BY CREATING OPPORTUNITIES FOR ALL BY FOCUSING ON QUALITY EDUCATION, INCOME TO SUPPORT A FAMILY, AND GOOD HEALTH. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 27 | NbrIndependentVotingMembers |
| Total Nbr Employees | 28 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7821349 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7096121 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 23431 | InvestmentIncomePriorYear |
| Investment Income Current Year | 50368 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 181415 | OtherRevenuePriorYear |
| Other Revenue Current Year | 140013 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8026195 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7286502 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 5731562 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 5218868 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1563579 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1719054 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 705223 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 912607 | OtherExpensePriorYear |
| Other Expenses Current Year | 910553 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8207748 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7848475 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -181553 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -561973 | RevenuesLessExpensesCY |
| Total Assets BOY | 9368259 | TotalAssetsBOY |
| Total Assets EOY | 8933808 | TotalAssetsEOY |
| Total Liabilities BOY | 1981610 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2109132 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7386649 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6824676 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SERVES THE COMMUNITIES OF BRIDGEPORT FAIRFIELD MONROE TRUMBULL STRATFORD EASTON WESTPORT WESTON NORWALK WILTON DARIEN NEW CANAAN. TO MOBILIZE THE COMMUNITY TO IMPROVE PEOPLES LIVES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5218868 | Expense |
| Grants | 5218868 | Grants |
| Description | EVERY DOLLAR INVESTED IN EARLY CHILDHOOD EDU. YIELDS A 7-8% RETURN IN REMEDIATION, WELFARE, HEALTHCARE, CRIME AND IMPRISONMENT COSTS! OUR GOAL IS TO INCREASE THE NUMBER OF CHILDREN WHO ARE PREPARED TO ENTER KINDERGARTEN READY TO LEARN. THIS MEANS THAT THEY WILL BE DEVELOPMENTALLY ON TRACK WITH RESPECT TO COGNITIVE, SOCIAL AND EMOTIONAL DEVELOPMENT. UWCFC INVESTS IN COMMUNITY EFFORTS (BPT ALLIANCE FOR YOUNG CHILD. AND NORWALK EARLY CHILD COUNCIL) (BAYC NEC) THAT INCREASE AVIALABILITY AND ACCESS TO QUALITY PREK PROGRAMS, PROVIDES A SUMMER PROGRAM FOR BPT CHILDREN WITH NO FORMAL PREK KICK OFF TO KINDER.) (KOK) ADDRESSES HEALTH NEEDS OF YOUNG CHILDREN (CHILD 1ST)(CF), AND PROVIDES PARENTS WITH PROGRAMS THAT BUILD PARENTING SKILLS, (NUTURING MY BABY, RAISING READERS)(NBN, RR). RESEARCH IS CLEAR: IF A CHILD IS NOT READING AT GRADE LEVEL BY 4TH GRADE, HE/SHE IS AT RISK OF NOT GRADUATING FROM HIGH SCHOOL. UNFORTUNATELY, MANY OF OUR STUDENTS FALL FAIR BELOW GOAL AS MEASURED BY 3RD GRADE CMT SCORES. UWCFC PROVIDES RESOURCES-BOOKS, VOLUNTEERS, PROFESSIONAL DEVELOPMENT AND SUPPORT PROGRAMS AT 5 ELEMENTARY SCHOOLS OF HOPE IN NORWALK, FAIRFIELD, BPT, STRATFORD AND COOP. EDU. SERVICES PRESCHOOL TO HELP AT RISK CHILDREN "BE ABLE TO READ TO LEARN" BY 4TH GRADE. IN ADDITION TO PROVIDING RESOURCES TO CLASSROOMS, PARENTS PARTCICPATE IN LITERACY EVENTS, STUDENTS RECIEVE BOOKS TO READ OVER THE SUMMER TO PREVENT "SUMMER SLIDE" AND FAMILIES ARE PROVIDED WITH BOOKS TO BUILD HOME LIBRARIES THROUGH PARTNERSHIPS WITH READ GROW 1ST BOOK. THE PICTURE IS REALLY, REALLY BLEAK FOR KIDS WITHOUT A HIGH SCHOOL EDU. SO IMPROVING THE DROP OUT RATE IS ESSENTIAL AND HELPING YOUTH ATTAIN COLLEGE ENTRANCE GIVES THEM THE OPPORTUNITY TO BREAK OUT OF POVERTY. UWCFC'S MENTORING PROGRAMS(WI-MENTOR AND THE MENTORING INST. COASTAL FAIRFIELD CTY) PROVIDE CARING ADULTS FOR THOSE KIDS TO GIVE THEM AN EXTRA BOOST OF CARE AND ENCOURAGEMENT. OUT OF SCHOOL TIME PROGRAMS THAT PROVIDE STRUGGLING STUDENTS WITH EXTRA ACADEMIC ASSISTANCE HELP CLOSE THE ACHIEVEMENT GAP. UWCF SUPPORTS OUT OF SCHOOL TIME LEARNING PROGRAMS (NHA MATH LITERACY, BPT. AFTER SCHOOL NET., NEIGH. STUDIOS, HORIZON STUDENT ENRICHMENT PROG, CARVER CTR) FOR KIDS PRIMARILY IN OUR URBAN CENTERS PROVIDING THEM WITH AN EXTRA LEVEL TO COMPLIMENT SCHOOL AND HOME AND INCREASING THEIR READINESS TO GO BEYOND HIGH SCHOOL TO COLLEGE AND CAREERS. THERE ARE HUNDREDS OF HOMELESS-OR ABOUT TO BE HOMELESS-FAMILIES IN FAIRFIELD CTY. AND IT SHOULD BE NO SURPRISE THAT FINDING HOMES FOR THEM AND KEEPING THEM THERE IS NOT EASY IN FAIRFIELD CTY. THAT'S WHY UWCFC-AS A COMMUNITY LEADER AND FACILITATOR-HAS CREATED AND SUPPORTED 2 MAJOR SUCCESSFUL COALITIONS INVOLVING OVER 150 COMMUNITY LEADERS IN GTR NORWALK AND GRT BPT.(CALLED OPENING DOORS) TO PREVENT AND END HOMELESSNESS. AT THE SAME TIME, IT HAS FUNDED A MODEL OF HOUSING-CALLED SUPPORTIVE HOUSING-THAT HAS PROVEN TO KEEP THE FORMERLY HOMELESS HOUSED AND PRODUCTIVE. FINDING AFFORDABLE HOUSING IS ONE OF THE SIGNIFICANT CHALLENGES FACING LOW AND MODERATE INCOME FAMILIES IN FAIRFIELD CTY. UWCFC SUPPORTS THE FAIRFIELD COLLAB. FOR AFFORDABLE HOUSING, A MODEL THAT HAS SUCCEEDED IN HELPING MANY AFFORDABLE HOUSING PROJECTS REACH COMPLETION. THE VOLUNTEER INCOME TAX ASSIS. PROGRAM HELPS LOW INCOME FAMILIES AVIOD THE COST OF TAX PREP. AND CHECKS ON ELIGIBILITY FOR PROGRAMS SUCH AS EARNED INCOME TAX CREDIT (EITC). THIS LEADS TO MORE MONEY AVALIABLE FOR HOUSING AND OTHER ESSENTIALS PLUS THE POTENTIAL TO SAVE FOR EMERGENCIES. UW HAS ALWAYS BEEN KNOWN FOR HELPING COMMUNITIES TO PROVIDE A "SAFETY NET" OF FOOD, CLOTHING, SHELTER, AND EMERGENCY ASSISTANCE FOR THOSE WHO NEED IT. THAT HAS BEEN PARTICULARY TRUE DURING THE TIME OF THE GREAT RECESSION. UWCFC'S NEIGHBORS HELPING NEIGHBORS PROGRAMS SUPPORTED 21 COMMUNITY SHELTERS, FOOD KITCHENS AND FOOD PANTRIES, CLOTHING CLOSETS, AND EMERGENCY ASSISTANCE PROGRAMS TO HELP THE MOST VULNERABLE OF OUR NEIGHBORS. UWCFC PARTNERS WITH WESTPORT HUMAN SERVICES COUNCIL IN SUPPORT OF ITS WESTPORT WARM-UP PROGRAM THAT PROVIDES FUEL ASSISTANCE TO FAMILIES IN NEED. IN TODAY'S SOCIETY AND CULTURE, KIDS-AND THEIR FAMILIES-NEED ALTERNATIVES AND GUIDANCE ON HOW TO GROW UP PHYSICALLY AND MENTALLY HEALTHY-NO MATTER WHERE THEY LIVE IN FAIRFIELD CTY. UWCFC SUPPORTS COMMUNITY WIDE EFFORTS FOCUSED ON GOOD NUTRITION AND EXERCISE LIKE GET HEALTHY CT AND HEALTHY NORWALK. WE HELPED LOW INCOME FAMILIES PURCHASE FRESH PRODUCE AT FARMERS' MARKETS THROUGH THE WHOLESOME WAVE DOUBLE VALUE COUPON PROGRAM. THIS PAST YEAR WE WERE ALL REMINDED OF THE VALUE OF MENTAL HEALTH SERVICES. UWCFC SUPPORTS ACCESS TO MENTAL HEALTH SERVICES PROVIDED THROUGH SCHOOL BASED HEALTH CENTERS AND COMMUNITY BASED PROGRAMS. WE CONTINUE TO SUPPORT COMMUNITY WIDE POSITIVE YOUTH DEVELOPMENT EFFORTS TO ADDRESS PARENT AND YOUTH EDU. AROUND RISKY BEHAVIORS AND MENTAL HEALTH SCREENING DAY. IN PARTNERSHIP WITH THE STATE OF CT, UNITED WAYS IN CT PROVIDE 24/7 PROFESSIONAL STAFFED HELP LINE. BY DIALING 2-1-1, INDIVIDUALS CAN ASK FOR INFO. TO HELP THEM FIND CHILD CARE, SENIOR SERVICES, EMERGENCY CRISIS HELP, LOCATIONS OF FOOD AND EMERGENCY ASSISTANCE PROGRAMS. 2-1-1 IS AN IMPORTANT SOURCE OF INFO. AND REFERRAL DURING TIMES OF MAJOR TRAGEDIES LIKE SANDY HOOK AND STORMS LIKE HURRICANE SANDY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1271656 | Expense |
| Description | UNITED WAY RECEIVED GRANTS FROM FEDERAL, STATE AND PRIVATE FOUNDATIONS TO DIRECT AND CARRY OUT SPECIFIC PROGRAMS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 220000 | Expense |
| Description | PROVISION FOR UNCOLLECTIBLE PLEDGES | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 6710524 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 65 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 28 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 27 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2033345106 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 WASHINGTON AVENUE | AddressLine1 |
| City | BRIDGEPORT | City |
| State | CT | State |
| ZIP Code | 06604 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| LYNN ABRAMSON | ||||||
| EMERITUS BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| CHERYL FAULDS | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| BRYAN HUEBNER | ||||||
| EMERITUS BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| ANNE MCCRORY | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| BARBARA BUTLER | ||||||
| EMERITUS BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| CHRISTINA BODINE | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| CARLOS MELLO | ||||||
| CHAIR OF BOARD | 0.00 | X | 0 | 0 | 0 | |
| JOHN MOODY | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| DOREEN MADDEN | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| AUGUST SERRA | ||||||
| EMERITUS BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| THOMAS MCCARTHY | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| ERIC STONE | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| PAUL TIMPANELLI | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| JEFFREY RUDEN | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| CHERYL STALLWORTH HOOPER | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| RAYMOND BALDWIN | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| VALERIA SHULTZ-WILSON | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| ANITA GLINIECKI | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| TRACEY GOLDEN | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| TOM GREEN | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| IRENE CORNISH | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| ROBERT TEFRY | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| NIGEL EDWARDS | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| THOMAS MAFALE | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| DUNCAN O'BRIEN | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| ROBERT HENDRICK | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| BRIAN GRIFFIN | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| SUSAN WEINBERGER | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| MERLE BERKE-SCHLESSEL | ||||||
| PRESIDENT & CEO | 40.00 | 170290 | 0 | 11920 | X | |
| SAMUEL TINGLEY | ||||||
| VICE CHAIR | 0.00 | 0 | 0 | 0 | X | |
| LOUISE SANDBERG | ||||||
| TREASURER | 0.00 | 0 | 0 | 0 | X | |
| MARK BARNHART | ||||||
| SECRETARY | 0.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 170290 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 11920 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 159928 | RelatedOrganizations |
| Government Grants | 409522 | GovernmentGrants |
| All Other Contributions | 6526671 | AllOtherContributions |
| Total Contributions | 7096121 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 50368 | TotalRevenueColumn |
| Exclusion | $50,368 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATIVE FEES AN | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 140013 | TotalRevenueColumn |
| Exclusion | $140,013 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 140013 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7286502 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $190,381 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5218868 | Total |
| Program Services | 5218868 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170290 | Total |
| Program Services | 91957 | ProgramServices |
| Management And General | 34058 | ManagementAndGeneral |
| Fundraising | 44275 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1166327 | Total |
| Program Services | 629816 | ProgramServices |
| Management And General | 233266 | ManagementAndGeneral |
| Fundraising | 303245 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 267676 | Total |
| Program Services | 144545 | ProgramServices |
| Management And General | 53535 | ManagementAndGeneral |
| Fundraising | 69596 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114761 | Total |
| Program Services | 61971 | ProgramServices |
| Management And General | 22952 | ManagementAndGeneral |
| Fundraising | 29838 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170216 | Total |
| Program Services | 89938 | ProgramServices |
| Management And General | 25236 | ManagementAndGeneral |
| Fundraising | 55042 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30229 | Total |
| Program Services | 14484 | ProgramServices |
| Management And General | 3849 | ManagementAndGeneral |
| Fundraising | 11896 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63055 | Total |
| Program Services | 34050 | ProgramServices |
| Management And General | 12611 | ManagementAndGeneral |
| Fundraising | 16394 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49712 | Total |
| Program Services | 32103 | ProgramServices |
| Management And General | 7656 | ManagementAndGeneral |
| Fundraising | 9953 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25610 | Total |
| Program Services | 16539 | ProgramServices |
| Management And General | 3944 | ManagementAndGeneral |
| Fundraising | 5127 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROVISION FOR UNCOLLECT | 220000 | 220000 | ||
| OFFICE SUPPLIES RENTAL | 48984 | 26081 | 10277 | 12626 |
| COMMUNITY EVENTS | 44272 | 3859 | 18 | 40395 |
| DIRECT FUNDRAISING EXPE | 35406 | 35406 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 223069 | Total |
| Program Services | 126313 | ProgramServices |
| Management And General | 25326 | ManagementAndGeneral |
| Fundraising | 71430 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7848475 | Total |
| Program Services | 6710524 | ProgramServices |
| Management And General | 432728 | ManagementAndGeneral |
| Fundraising | 705223 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3831959 | BOY |
| EOY | 4394838 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1683600 | BOY |
| EOY | 965017 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26427 | BOY |
| EOY | 38270 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1571091 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 905131 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 702573 | BOY |
| EOY | 665960 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1524119 | BOY |
| EOY | 1274543 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1599581 | BOY |
| EOY | 1595180 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9368259 | BOY |
| EOY | 8933808 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 657412 | BOY |
| EOY | 623331 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1324198 | BOY |
| EOY | 1485801 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1981610 | BOY |
| EOY | 2109132 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6690008 | BOY |
| EOY | 5888691 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 514191 | BOY |
| EOY | 753535 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 182450 | BOY |
| EOY | 182450 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7386649 | BOY |
| EOY | 6824676 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9368259 | BOY |
| EOY | 8933808 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -561973 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5801142 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8477662 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8225534 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7821349 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7096121 | CurrentTaxYear |
| Total | 37421808 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5801142 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8477662 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8225534 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7821349 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7096121 | CurrentTaxYear |
| Total | 37421808 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2538696 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4058014 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3794614 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4719323 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4725146 | CurrentTaxYear |
| Total | 19835793 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2538696 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4058014 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3794614 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4719323 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4725146 | CurrentTaxYear |
| Total | 19835793 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 17586015 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 79318 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 304881 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 118903 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23431 | CurrentTaxYearMinus1Year |
| Current Tax Year | 50368 | CurrentTaxYear |
| Total | 576901 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 79318 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 304881 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 118903 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23431 | CurrentTaxYearMinus1Year |
| Current Tax Year | 50368 | CurrentTaxYear |
| Total | 576901 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 300730 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 284627 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 124024 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 181415 | CurrentTaxYearMinus1Year |
| Current Tax Year | 140013 | CurrentTaxYear |
| Total | 1030809 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6181190 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9067170 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8468461 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8026195 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7286502 | CurrentTaxYear |
| Total | 39029518 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.45060 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.49040 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01480 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01800 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 182450 | BeginningOfYearBalance |
| End Of Year Balance | 182450 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 182450 | BeginningOfYearBalance |
| End Of Year Balance | 182450 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 182450 | BeginningOfYearBalance |
| End Of Year Balance | 182450 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 182450 | BeginningOfYearBalance |
| End Of Year Balance | 182450 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 79640 | BeginningOfYearBalance |
| Contributions | 102810 | Contributions |
| End Of Year Balance | 182450 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 136010 | OtherCostOrOtherBasis |
| Book Value | 136010 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1355964 | OtherCostOrOtherBasis |
| Depreciation | 850568 | Depreciation |
| Book Value | 505396 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 79117 | OtherCostOrOtherBasis |
| Depreciation | 54563 | Depreciation |
| Book Value | 24554 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 665960 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| OTHER RECEIVABLES | 8433 |
| ASSETS RESTRICTED FOR LONG TERM INVESTMENT | 182450 |
| AGENCY ASSETS | 1249716 |
| BENEFICIAL INTEREST IN CHARITABLE TRUST AND PERPETUAL TRUST | 146831 |
| DUE FROM UWW TRI STATE | 7750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1595180 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| AGENCY LIABILITIES | $1,249,716 |
| REFUNDABLE ADVANCES ON GRANT | $230,460 |
| CHARITABLE GIFT ANNUITY | $5,625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1485801 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 4612814 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 175711 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 175711 | RevenueNotRptdF990 |
| Revenue Subtotal | 4437103 | RevenueSubtotal |
| Other Revenues Not Included | 2849399 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2849399 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7286502 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5174787 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 175711 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 175711 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4999076 | ExpensesSubtotal |
| Other Expenses Not Included | 2849399 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2849399 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7848475 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE INCOME WAS USED FOR OPERATING EXPENSES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | MANAGEMENT OF UNITED WAY HAS EVALUATED ALL SIGNIFICANT TAX POSITIONS AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES IN THE UNITED STATES OF AMERICA. MANAGEMENT OF UNITED WAY IS OF THE OPINION THAT THE ENTITY HAS NOT TAKEN ANY MATERIAL TAX POSITIONS THAT WOULD REQUIRE THE RECORDING OF ANY LIABILITY BY UNITED WAY NOR IS MANAGEMENT OF UNITED WAY OF THE OPINION THAT THERE WERE ANY UNREALIZED TAX BENEFITS THAT WOULD EITHER INCREASE OR DECREASE MATERIALLY WITHIN THE NEXT YEAR. IT IS UNITED WAYS POLICY TO RECOGNIZE ANY ESTIMATED INTEREST AND PENALTIES. THE TAX RETURNS OF UNITED WAY FOR THE THREE YEARS ENDED JUNE 30, 2012 ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | AMOUNTS RAISED ON BEHALF OF OTHERS 2,629,399. PROVISION FOR UNCOLLECTIBLE PLEDGES 220,000. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | AMOUNTS RAISED ON BEHALF OF OTHERS 2,629,399. PROVISION FOR UNCOLLECTIBLE PLEDGES 220,000. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|
| COMMUNITY INVESTMENT AWARDS | ||
| 501(C)(3) | 2629399 | UNITED WAY ALLOCATION TO AGENCIES AND PROGRAMS |
| COMMUNITY IMPACT INITIATIVES - DIRECT | ||
| 501(C)(3) | 2186469 | COMMUNITY IMPACT |
| GRANT PROGRAMS - DIRECT | ||
| 501(C)(3) | 403000 | GRANTS |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MERLE BERKE-SCHLESSEL | NamePerson |
| Title | PRESIDENT & CEO | Title |
| Base Compensation Filing Org | 170290 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 11920 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 182210 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINANCE COMMITTEE IN ONE OF ITS MEETINGS REVIEWS THE FORM 990. UPON APPROVAL IT IS THEN PRESENTED TO THE FULL BOARD FOR FINAL REVIEW AND APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | EVERY MEMBER OF THE BOARD SIGNS UWCFC'S CONFLICT OF INTEREST POLICY. NEW BOARD MEMBERS RECEIVE THE CONFLICT OF INTEREST POLICY AS PART OF THEIR ORIENTATION PACKETS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE CEO'S COMPENSATION PACKAGE IS REVIEWED AND EVALUATED BY A COMPENSATION COMMITTEE COMPRISED OF CURRENT BOARD CHAIR, IMMEDIATE PAST CHAIR AND ONE OR TWO OTHER BOARD MEMBERS WHO HAVE EXPERTISE IN THE FIELD. A FINAL RECOMMENDATION IS PRESENTED TO THE EXECUTIVE COMMITTEE FOR FINAL APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | POLICIES AND FINANCIAL STATEMENTS AND FORM 990'S ARE AVAILABLE FOR VIEWING OR DOWNLOAD AT WWW.UNITEDWAYCFC.ORG. IT CAN ALSO BE REQUESTED BY WRITING TO THE CFO - UWCFC@75 WASHINGTON AVENUE, BRIDGEPORT, CT 06604 |
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