UNITED WAY OF THE NATIONAL CAPITAL AREA: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF THE NATIONAL CAPITAL AREA (EIN 53-0234290)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-22
- IRS object ID
- 201230829349300523
- Schema version
- 2010v3.4
- 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 | 2012-03-22T14:21:30-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY & PULLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9737 WASHINGTONIAN BLVD 400 | AddressLine1 |
| City | GAITHERSBURG | City |
| State | MD | State |
| ZIP Code | 208787340 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530234290 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF THE NATIONAL CAPITAL AREA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 2024882000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8391 OLD COURTHOUSE ROAD NO 200 | AddressLine1 |
| City | VIENNA | City |
| State | VA | State |
| ZIP Code | 22182 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM A HANBURY | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 2024882000 | Phone |
| Date Signed | 2012-03-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM E TURCO CPA | Name |
| Phone | 3012963600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WILLIAM A HANBURY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8391 OLD COURTHOUSE ROAD NO 200 | AddressLine1 |
| City | VIENNA | City |
| State | VA | State |
| ZIP Code | 22182 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 41725942 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://WWW.UNITEDWAYNCA.ORG/ | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1974 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | FOCUSING ON THE CRITICAL AREAS OF EDUCATION, FINANCIAL STABILITY AND HEALTH, UNITED WAY OF THE NATIONAL CAPITAL AREA AND ITS NONPROFIT MEMBERS NOT ONLY PROVIDE IMMEDIATE RELIEF OF SOCIAL PROBLEMS AFFECTING THE COMMUNITY, BUT ALSO WORK TO ALLEVIATE THE UNDERLYING CAUSES OF THESE ISSUES. UNITED WAY NCA IS A RECOGNIZED LEADER IN MOBILIZING AND CONVENING BUSINESSES, GOVERNMENTS, NONPROFITS AND DONORS TO DELIVER POSITIVE IMPACT. SERVING THE DISTRICT OF COLUMBIA, NORTHERN VIRGINIA, AND MONTGOMERY AND PRINCE GEORGE'S COUNTIES FOR MORE THAN 35 YEARS, UNITED WAY OF THE NATIONAL CAPITAL AREA WORKS TO INSPIRE ACTS OF CARING, DELIVER HOPE AND IMPROVE LIVES. FOR MORE INFORMATION ABOUT UNITED WAY OF THE NATIONAL CAPITAL AREA, VISIT WWW.UNITEDWAYNCA.ORG. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 80 | TotalNbrEmployees |
| Total Nbr Volunteers | 1359 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 33345562 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 28873677 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1224204 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1708018 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 789865 | InvestmentIncomePriorYear |
| Investment Income Current Year | 917451 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -166630 | OtherRevenuePriorYear |
| Other Revenue Current Year | 61070 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 35193001 | TotalRevenuePriorYear |
| Total Revenue Current Year | 31560216 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 26443951 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 22226199 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 40000 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5252844 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5300934 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3456254 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3341876 | OtherExpensePriorYear |
| Other Expenses Current Year | 3815930 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 35078671 | TotalExpensesPriorYear |
| Total Expenses Current Year | 31343063 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 114330 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 217153 | RevenuesLessExpensesCY |
| Total Assets BOY | 45151534 | TotalAssetsBOY |
| Total Assets EOY | 44613851 | TotalAssetsEOY |
| Total Liabilities BOY | 18517929 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 17950952 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 26633605 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 26662899 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | UNITED WAY NCA IMPROVES LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY TO ADVANCE THE COMMON GOOD IN OUR REGION. BY BUILDING PARTNERSHIPS AND LEVERAGING RESOURCES, UNITED WAY NCA CONTINUES TO MAKE A MEASURABLE DIFFERENCE IN THE LIVES OF AREA RESIDENTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 24185506 | Expense |
| Grants | 21976199 | Grants |
| Revenue | 1708018 | Revenue |
| Description | FUNDRAISING ACTIVITIES: UNITED WAY NCA MANAGES ONE OF THE LARGEST ANNUAL WORKPLACE GIVING CAMPAIGNS IN THE COUNTRY, DISTRIBUTING TENS OF MILLIONS OF DOLLARS TO WORTHY ORGANIZATIONS AND PROGRAMS IN OUR REGION. FOR OVER 35 YEARS, COMPANIES AND INDIVIDUAL DONORS RECOGNIZE UNITED WAY NCA AS THE PREEMINENT NONPROFIT FOR DONATING TO THE CAUSES THEY CARE ABOUT MOST. WHETHER THROUGH CORPORATIONS OR FEDERAL GOVERNMENT AGENCIES, INDIVIDUALS ARE ENCOURAGED TO DONATE TO ANY OF MORE THAN 730 NONPROFIT MEMBERS. IN ADDITION, UNITED WAY NCA OFFERS MULTIPLE OPTIONS TO DESIGNATE DONOR CONTRIBUTIONS TO ANY OF EIGHT FUNDS ACROSS THE COUNTIES AND CITIES COMPRISING THE NATIONAL CAPITAL AREA, OR TO THE COMMUNITY CAUSE AND IMPACT AREAS OF EDUCATION, FINANCIAL STABILITY AND HEALTH. INDIVIDUAL DONORS ARE FURTHER ENCOURAGED TO ENGAGE WITH THE ORGANIZATION AROUND GIVING LEVELS AND AFFINITY GROUPS SUCH AS THE WOMEN'S LEADERSHIP COUNCIL, EMERGING LEADERS AND TOQUEVILLE SOCIETY TO BUILD A STRONGER SENSE OF COMMITMENT TO THE AREAS' GREATEST NEEDS. FINALLY, UNITED WAY NCA IS MOVING TOWARD ENHANCED DONOR ENGAGEMENT IN ONLINE AND RESIDENTIAL GIVING OPTIONS, ROUNDING OUT THE FUNDRAISING OPPORTUNITIES FOR SOLVING COMPLEX SOCIAL ISSUES IN EACH CORNER OF THE REGION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 413084 | Expense |
| Grants | 250000 | Grants |
| Description | CHILD WELLNESS INITIATIVE:UNITED WAY NCA BELIEVES THAT HEALTHY HABITS START EARLY AND LAY THE GROUNDWORK FOR MORE PRODUCTIVE ADULTS. THE CHILDHOOD WELLNESS INITIATIVE FOCUSED ON TWO MAIN AREAS THIS PAST YEAR. FIRST, UNITED WAY NCA'S SIGNATURE PROGRAM, FUN, FLY & FIT IS DESIGNED TO HELP CHILDREN DEVELOP AN APPRECIATION FOR FITNESS AND GOOD NUTRITION. FUN, FLY & FIT CONTINUES TO EXPAND FROM 20 SCHOOLS WITHIN THE DISTRICT OF COLUMBIA, TO SCHOOLS THROUGHOUT THE NATIONAL CAPITAL AREA. AS INTEREST IN THIS PROGRAM GROWS, SO DOES THE NEED TO DEVELOP SUSTAINABLE TOOLS SUCH AS INSTRUCTOR GUIDES AND WEBSITE SUPPORT TO BRING THE PROGRAM INTO MORE LOCATIONS, INCLUDING COMMUNITY CENTERS AND OTHER AFTER-SCHOOL VENUES. KAISER PERMANENTE AND THE GENERAL MILLS FOUNDATION CONTINUE TO CONTRIBUTE TO THE FUN, FLY & FIT PROGRAM IN AN EFFORT TO BOLSTER ORGANIZATIONS THAT WORK TO REDUCE THE CHILDHOOD OBESITY EPIDEMIC. THIS YEAR ALSO SAW AN INCREASED FOCUS THROUGHOUT THE REGION IN PROGRAMMING THAT MOTIVATES CHILDREN TO LEAD HEALTHIER, SAFER LIVES. UNITED WAY NCA WORKS WITH LOCAL AND STATE GOVERNMENTS TO IDENTIFY THE LEADING CAUSES OF YOUTH VIOLENCE AND CONVENE AREA EXPERTS TO DEFINE MEASURABLE METHODS TO REDUCE THE INCIDENTS OF YOUTH VIOLENCE. OVERALL, THE CHILD WELLNESS INITIATIVE SEEKS TO CREATE A HEALTHIER COMMUNITY FOR THE PHYSICAL AND MENTAL WELL-BEING OF LOCAL YOUTH. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 94352 | Expense |
| Description | 2-1-1:UNITED WAY'S ACROSS THE COUNTRY ASSIST WITH THE MANAGEMENT AND PROMOTION OF AN EMERGENCY ASSISTANCE PROGRAM KNOWN AS 2-1-1. 2-1-1 IS A LIFELINE FOR PEOPLE IN TROUBLE WHO NEED SUPPORT, BUT DO NOT KNOW WHERE TO TURN TO FIND HELP. UNITED WAY NCA RECEIVES FUNDING FROM A HOMELAND SECURITY GRANT TO ENSURE THAT CONTACT INFORMATION FOR AREA ORGANIZATIONS ARE LOADED AND CURRENT IN A METRO 2-1-1 DATABASE. THE ORGANIZATIONS IN THE 2-1-1 DATABASE ARE THOSE THAT ARE ABLE TO ASSIST INDIVIDUALS WITH A WIDE RANGE OF COMMUNITY SERVICES INCLUDING HEALTH CARE, HOUSING AND/OR UTILITY PAYMENTS, INCOME SUPPORT, LEGAL, CONSUMER AND PUBLIC SAFETY, SUBSTANCE ABUSE, DOMESTIC VIOLENCE AND OTHER BASIC NEEDS.211 CALL CENTERS ARE STAFFED BY HIGHLY TRAINED PROFESSIONAL COUNSELORS THAT ARE WELL PREPARED TO PROPERLY HANDLE THE TYPES OF CRISIS FACING AREA CALLERS. SINCE UNITED WAY OF THE NATIONAL CAPITAL AREA SERVES PORTIONS OF THE STATE OF VIRGINIA AND MARYLAND PLUS THE DISTRICT OF COLUMBIA, PROMOTING THE REGION'S 2-1-1 SERVICES BECOMES MORE COMPLEX THAN AREAS WHERE THE 2-1-1 CALL CENTERS AND DATABASES ARE SERVING A MORE UNIFIED GEOGRAPHICAL AREA. UNITED WAY NCA WORKS WITH A COMMITTEE OR REPRESENTATIVES FROM ACROSS THE REGION TO ENSURE A COHESIVE 2-1-1 EXPERIENCE FOR LOCAL CALLERS. A COORDINATED REGIONAL APPROACH IS CRITICAL TO THE LONG-TERM VALUE OF 2-1-1 IN THE EVENT OF A MAJOR NATURAL OR NATIONAL DISASTER. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 24692942 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 0 | 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 | 1 | 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 | 1 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 49 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 80 | 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 |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | 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 | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEANNIE M BOEHNE CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2024882000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8391 OLD COURTHOUSE ROAD NO 200 | AddressLine1 |
| City | VIENNA | City |
| State | VA | State |
| ZIP Code | 22182 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| ROBERT A MALSON ESQ | |||||||
| CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| DAVID J ROBERTSON | |||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 | |
| JOSEPH M RIGBY | |||||||
| TREASURER, FINANCE COMMITTEE CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| LYNNWOOD CAMPBELL | |||||||
| IMMEDIATE PAST CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| AMY BOBCHEK | |||||||
| LOUDOUN COUNTY REGIONAL BOARD REP | 2.00 | X | 0 | 0 | 0 | ||
| MICHAEL C FINNEGAN | |||||||
| MONTGOMERY COUNTY REGIONAL BOARD REP | 2.00 | X | 0 | 0 | 0 | ||
| DONALD HUMPHRIES | |||||||
| DC REGIONAL BOARD REP | 2.00 | X | 0 | 0 | 0 | ||
| ALLEN LOMAX | |||||||
| ALEXANDRIA REGIONAL BOARD REP | 2.00 | X | 0 | 0 | 0 | ||
| DAVID G POOLE | |||||||
| ARLINGTON REGIONAL BOARD REP | 2.00 | X | 0 | 0 | 0 | ||
| MICHAEL R VANDERPOOL ESQ | |||||||
| PRINCE WILLIAM REG BOARD REP | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT MULLINS | |||||||
| AUDIT COMMITTEE CHAIR | 2.00 | X | 0 | 0 | 0 | ||
| USHA CHAUDHARY | |||||||
| BOARD MEMBER AT LARGE | 2.00 | X | 0 | 0 | 0 | ||
| TED DAVIES | |||||||
| BOARD MEMBER AT LARGE | 2.00 | X | 0 | 0 | 0 | ||
| MICHAEL HARRELD | |||||||
| BOARD MEMBER AT LARGE | 2.00 | X | 0 | 0 | 0 | ||
| DEBBI JARVIS | |||||||
| BOARD MEMBER AT LARGE | 2.00 | X | 0 | 0 | 0 | ||
| JERRY JOHNSON | |||||||
| BOARD MEMBER AT LARGE | 2.00 | X | 0 | 0 | 0 | ||
| STEVE LAMBERT ESQ | |||||||
| BOARD MEMBER AT LARGE | 2.00 | X | 0 | 0 | 0 | ||
| JASON LEVIN | |||||||
| BOARD MEMBER AT LARGE | 2.00 | X | 0 | 0 | 0 | ||
| ALEX ORFINGER | |||||||
| BOARD MEMBER AT LARGE | 2.00 | X | 0 | 0 | 0 | ||
| CHRIS SIMMONS | |||||||
| BOARD MEMBER AT LARGE | 2.00 | X | 0 | 0 | 0 | ||
| GARY TABACH | |||||||
| BOARD MEMBER AT LARGE | 2.00 | X | 0 | 0 | 0 | ||
| GEORGE VRADENBURG | |||||||
| BOARD MEMBER AT LARGE | 2.00 | X | 0 | 0 | 0 | ||
| LOIS ZAMBO | |||||||
| BOARD MEMBER AT LARGE | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM A HANBURY | |||||||
| PRESIDENT & CEO | 50.00 | X | 339378 | 0 | 49407 | ||
| HOLLY C BLANCHARD | |||||||
| CFO | 50.00 | X | 223739 | 0 | 13390 | ||
| JENNIFER K GERHARD | |||||||
| CFO | 50.00 | X | 100867 | 0 | 26571 | ||
| MARLENA LANHAM-TRACY | |||||||
| SR. VP - COMMUNITY IMPACT | 50.00 | 127089 | 0 | 17541 | X | ||
| GEORGE H LAMBERT | |||||||
| SR. DIRECTOR OF RD OPERATIONS | 50.00 | 138930 | 0 | 16039 | X | ||
| LESLIE GRAVES | |||||||
| SR. VP - COMMUNITY IMPACT | 50.00 | 132073 | 0 | 10481 | X | ||
| JOHNY WUDEL | |||||||
| VP, OPERATIONS | 50.00 | 101005 | 0 | 18597 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1163081 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 152026 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BAILEY SYSTEMS | |||||
| 3916 MOSS DRIVE | ANNANDALE | VA | 22003 | COMPUTER SERVICES | 255352 |
| TATE & TRYON | |||||
| 2021 L STREET NW SUITE 400 | WASHINGTON | DC | 20036 | CONSULTING SERVICES | 237401 |
| OFFICE TEAM | |||||
| 12400 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | TEMPORARY HELP | 145564 |
| COOLEY GODWARD KRONISH LLP | |||||
| 101 CALIFORNIA STREET 5TH FL | SAN FRANCISCO | CA | 94111 | LEGAL SERVICES | 133568 |
| NU-YOU WELLNESS & FITNESS | |||||
| 11105 TADMORE PLACE | UPPER MARLBORO | MD | 20774 | FITNESS INSTRUCTOR | 132480 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Government Grants | 218910 | GovernmentGrants |
| All Other Contributions | 28654767 | AllOtherContributions |
| Noncash Contributions | 154710 | NoncashContributions |
| Total Contributions | 28873677 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAMPAIGN FEE REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1708018 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1708018 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1708018 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 669803 | TotalRevenueColumn |
| Exclusion | $669,803 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 14764 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 14764 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14764 | TotalRevenueColumn |
| Exclusion | $14,764 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10382745 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10135097 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 247648 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 247648 | TotalRevenueColumn |
| Exclusion | $247,648 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 76935 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 30629 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 46306 | TotalRevenueColumn |
| Exclusion | $46,306 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 31560216 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1708018 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $978,521 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22226199 | Total |
| Program Services | 22226199 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 673039 | Total |
| Program Services | 95433 | ProgramServices |
| Management And General | 419043 | ManagementAndGeneral |
| Fundraising | 158563 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3890206 | Total |
| Program Services | 916173 | ProgramServices |
| Management And General | 1300381 | ManagementAndGeneral |
| Fundraising | 1673652 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 207290 | Total |
| Program Services | 44303 | ProgramServices |
| Management And General | 81220 | ManagementAndGeneral |
| Fundraising | 81767 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 228981 | Total |
| Program Services | 45147 | ProgramServices |
| Management And General | 88709 | ManagementAndGeneral |
| Fundraising | 95125 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 301418 | Total |
| Program Services | 63169 | ProgramServices |
| Management And General | 101681 | ManagementAndGeneral |
| Fundraising | 136568 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 163968 | Total |
| Program Services | 117744 | ProgramServices |
| Management And General | 28255 | ManagementAndGeneral |
| Fundraising | 17969 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51558 | Total |
| Management And General | 51558 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113471 | Total |
| Management And General | 113471 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1226265 | Total |
| Program Services | 574402 | ProgramServices |
| Management And General | 498277 | ManagementAndGeneral |
| Fundraising | 153586 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149216 | Total |
| Program Services | 6759 | ProgramServices |
| Fundraising | 142457 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 717165 | Total |
| Program Services | 195988 | ProgramServices |
| Management And General | 106613 | ManagementAndGeneral |
| Fundraising | 414564 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 232242 | Total |
| Program Services | 707 | ProgramServices |
| Management And General | 206936 | ManagementAndGeneral |
| Fundraising | 24599 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 516007 | Total |
| Program Services | 177436 | ProgramServices |
| Management And General | 61492 | ManagementAndGeneral |
| Fundraising | 277079 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62258 | Total |
| Program Services | 17882 | ProgramServices |
| Management And General | 13260 | ManagementAndGeneral |
| Fundraising | 31116 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126540 | Total |
| Program Services | 50616 | ProgramServices |
| Management And General | 15322 | ManagementAndGeneral |
| Fundraising | 60602 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 339348 | Total |
| Program Services | 144562 | ProgramServices |
| Management And General | 25112 | ManagementAndGeneral |
| Fundraising | 169674 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79735 | Total |
| Management And General | 79735 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38157 | Total |
| Program Services | 16422 | ProgramServices |
| Management And General | 2802 | ManagementAndGeneral |
| Fundraising | 18933 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31343063 | Total |
| Program Services | 24692942 | ProgramServices |
| Management And General | 3193867 | ManagementAndGeneral |
| Fundraising | 3456254 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2500 | BOY |
| EOY | 2500 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11133936 | BOY |
| EOY | 9159134 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12543050 | BOY |
| EOY | 12397223 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200 | BOY |
| EOY | 55141 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124708 | BOY |
| EOY | 134663 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 474540 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 201221 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89976 | BOY |
| EOY | 273319 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21239164 | BOY |
| EOY | 22557371 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18000 | BOY |
| EOY | 34500 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45151534 | BOY |
| EOY | 44613851 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1259990 | BOY |
| EOY | 1192807 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14334606 | BOY |
| EOY | 13492403 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 100000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2923333 | BOY |
| EOY | 3165742 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18517929 | BOY |
| EOY | 17950952 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26002636 | BOY |
| EOY | 23789520 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 455969 | BOY |
| EOY | 2698379 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 175000 | BOY |
| EOY | 175000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26633605 | BOY |
| EOY | 26662899 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45151534 | BOY |
| EOY | 44613851 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 217153 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -187859 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 34169572 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33047163 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 33560497 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33345562 | CurrentTaxYearMinus1Year |
| Current Tax Year | 28873677 | CurrentTaxYear |
| Total | 162996471 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 34169572 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33047163 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 33560497 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33345562 | CurrentTaxYearMinus1Year |
| Current Tax Year | 28873677 | CurrentTaxYear |
| Total | 162996471 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 162996471 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1696180 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1433317 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 510096 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 652329 | CurrentTaxYearMinus1Year |
| Current Tax Year | 684567 | CurrentTaxYear |
| Total | 4976489 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 240778 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 603 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6 | CurrentTaxYearMinus1Year |
| Total | 241387 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 168214347 | TotalSupport |
| Gross Receipts From Admissions Etc | 10257690 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.96900 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.96900 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 175000 | BeginningOfYearBalance |
| End Of Year Balance | 175000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 100000 | BeginningOfYearBalance |
| Contributions | 75000 | Contributions |
| End Of Year Balance | 175000 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 100000 | BeginningOfYearBalance |
| End Of Year Balance | 100000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 474540 | OtherCostOrOtherBasis |
| Depreciation | 201221 | Depreciation |
| Book Value | 273319 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 273319 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PENSION PAYABLE | Description |
| Amount | $3,165,742 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3165742 | TotalOfAmounts |
| Total Revenue | 31560216 | TotalRevenue |
| Total Expenses | 31343063 | TotalExpenses |
| Excess Or Deficit For Year | 217153 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 255124 | NetUnrealizedGLOnInvestments |
| Other | -$442,983 | OtherAmount |
| Total Adjustments | -187859 | TotalAdjustments |
| Excess Or Deficit Per FS | 29294 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 10789990 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 255124 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 34375 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -20976883 | OtherRevenues |
| Revenue Not Rptd F990 | -20687384 | RevenueNotRptdF990 |
| Revenue Subtotal | 31477374 | RevenueSubtotal |
| Investment Expenses Not Included | 113471 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -30629 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 82842 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 31560216 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10760696 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 34375 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 473612 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 507987 | ExpensesNotRptdF990 |
| Expenses Subtotal | 10252709 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 113471 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 20976883 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 21090354 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 31343063 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ENDOWMENT REPRESENTS A CHARITABLE BEQUEST RESTRICTED TO INVEST IN PERPETUITY FOR COMMUNITY IMPACT FUNDS AND A CHARITABLE BEQUEST TO INVEST IN PERPETUITY FOR GENERAL OPERATIONS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | UWNCA IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, UWNCA QUALIFIES FOR CHARITABLE CONTRIBUTIONS DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME THAT IS NOT RELATED TO TAX-EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. UWNCA DID NOT HAVE ANY NET UNRELATED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2011 AND 2010. THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE UWNCA MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE UWNCA'S TAX POSITIONS AND CONCLUDED THAT THE UWNCA HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, THE UWNCA IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2008. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN PENSION LIABILITY DUE TO ACTUARIAL ADJUSTMENT -442,983. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DESIGNATIONS -20,976,883. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES REPORTED ON LINE 8B -30,629. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES REPORTED ON LINE 8B 30,629. CHANGE IN PENSION LIABILITY DUE TO ACTUARIAL ADJUSTMENT 442,983. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | DESIGNATIONS 20,976,883. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | LOUDOUN GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 71385 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 71385 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 3100 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 5943 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 12345 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 9241 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 71385 | GrossReceiptsTotal |
| Gross Revenue Total Events | 71385 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 3100 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 5943 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 12345 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 9241 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 30629 | DirectExpenseSummaryEvents |
| Net Income Summary | 40756 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (33 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ACADEMY FOR IDEAL EDUCATION | ||||||||
| 1501 GALLATIN STREET NW | WASHINGTON | DC | 20011 | 521227624 | 501(C)(3) | 8000 | DESIGNATED SUB-RECIPIENT | |
| ACHIEVEMENT PREPATORY ACADEMY | ||||||||
| 908 WAHLER PLACE SE | WASHINGTON | DC | 20032 | 208156566 | 501(C)(3) | 16000 | DESIGNATED SUB-RECIPIENT | |
| AITON ES DCPS | ||||||||
| 533 48TH PLACE NE | WASHINGTON | DC | 20019 | 536001131 | 501(C)(3) | 11000 | DESIGNATED SUB-RECIPIENT | |
| BIG BROTHERS BIG SISTERS OF THE NATIONAL CAPITAL AREA | ||||||||
| 10210 GREENBELT ROAD SUITE 900 | LANHAM | MD | 20706 | 530190849 | 501(C)(3) | 5950 | DESIGNATED SUB-RECIPIENT | |
| BRUCE MONROE ES DCPS (CHECK PAYABLE TO DC TREASURY) | ||||||||
| 3560 WARDER STREET NW | WASHINGTON | DC | 20010 | 536001131 | 501(C)(3) | 10000 | DESIGNATED SUB-RECIPIENT | |
| CAPITAL CITY PCS | ||||||||
| 3047 15TH STREET NW | WASHINGTON | DC | 20009 | 522210775 | 501(C)(3) | 20000 | DESIGNATED SUB-RECIPIENT | |
| COMMUNITY SERVICES AGENCY OF THE METROPOLITAN WASHINGTON COUNCIL AFL-CIO | ||||||||
| 888 16TH STREET NW SUITE 520 | WASHINGTON | DC | 20006 | 521718506 | 501(C)(3) | 64457 | DESIGNATED SUB-RECIPIENT | |
| CRISISLINK | ||||||||
| 2503-D N HARRISON ST 114 | ARLINGTON | VA | 22207 | 237111680 | 501(C)(3) | 6156 | DESIGNATED SUB-RECIPIENT | |
| DANCE MAKERS INC | ||||||||
| 9901 BUSINESS PARKWAY SUITE L | LANHAM | MD | 20706 | 522256692 | 50000 | DESIGNATED SUB-RECIPIENT | ||
| DC BILINGUAL PCS | ||||||||
| 1420 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | 200412800 | 501(C)(3) | 20000 | DESIGNATED SUB-RECIPIENT | |
| DC CENTRAL KITCHEN INC | ||||||||
| 425 2ND STREET NW | WASHINGTON | DC | 20001 | 521584936 | 501(C)(3) | 6404 | DESIGNATED SUB-RECIPIENT | |
| DC PREPARATORY-EDGEWOOD CAMPUS PCS | ||||||||
| 707 EDGEWOOD STREET NE | WASHINGTON | DC | 20017 | 020550253 | 501(C)(3) | 16000 | DESIGNATED SUB-RECIPIENT | |
| DOORWAYS FOR WOMEN AND FAMILIES INC | ||||||||
| 3179 WILSON BOULEVARD | ARLINGTON | VA | 22201 | 541087829 | 501(C)(3) | 6426 | DESIGNATED SUB-RECIPIENT | |
| EVERY CITIZEN HAS OPPORTUNITIES INC | ||||||||
| 71 LAWSON ROAD SE | LEESBURG | VA | 20175 | 540972486 | 501(C)(3) | 6924 | DESIGNATED SUB-RECIPIENT | |
| EXCEL ACADEMY PCS | ||||||||
| 2501 MARTIN LUTHER KING JR AVENUE | WASHINGTON | DC | 20020 | 204394596 | 501(C)(3) | 17000 | DESIGNATED SUB-RECIPIENT | |
| FOOD & FRIENDS INC | ||||||||
| 219 RIGGS ROAD NE | WASHINGTON | DC | 20011 | 521648941 | 501(C)(3) | 5121 | DESIGNATED SUB-RECIPIENT | |
| FRIENDSHIP PUBLIC CHARTER SCHOOL | ||||||||
| 120 Q STREET NE | WASHINGTON | DC | 20002 | 582398964 | 501(C)(3) | 13000 | DESIGNATED SUB-RECIPIENT | |
| HOME CARE PARTNERS INC | ||||||||
| 1234 MASSACHUSETTS AVENUE NW SUITE | WASHINGTON | DC | 20005 | 521920603 | 501(C)(3) | 5717 | DESIGNATED SUB-RECIPIENT | C-1002 |
| INTERFAITH WORKS INC | ||||||||
| 114 WEST MONTGOMERY AVENUE | ROCKVILLE | MD | 20850 | 521072684 | 501(C)(3) | 6041 | DESIGNATED SUB-RECIPIENT | |
| JUST NEIGHBORS MINISTRY INC | ||||||||
| 5827 COLUMBIA PIKE SUITE 320 | FALLS CHURCH | VA | 22041 | 541820633 | 501(C)(3) | 11029 | DESIGNATED SUB-RECIPIENT | |
| KELLY MILLER PCS | ||||||||
| 301 49TH STREET NE | WASHINGTON | DC | 20019 | 536001131 | 501(C)(3) | 20000 | DESIGNATED SUB-RECIPIENT | |
| MONTGOMERY COUNTY COALITION FOR THE HOMELESS INC | ||||||||
| 600-B EAST GUDE DRIVE | ROCKVILLE | MD | 20850 | 521735674 | 501(C)(3) | 6465 | DESIGNATED SUB-RECIPIENT | |
| NEEDIEST KIDS INC | ||||||||
| 8283 GREENSBORO DRIVE SUITE 9045 | MCLEAN | VA | 22102 | 237309991 | 501(C)(3) | 5621 | DESIGNATED SUB-RECIPIENT | |
| NORTHERN VIRGINIA FAMILY SERVICE | ||||||||
| 10455 WHITE GRANITE DRIVE SUITE 100 | OAKTON | VA | 22124 | 540791977 | 501(C)(3) | 14150 | DESIGNATED SUB-RECIPIENT | 100 |
| OUR DAILY BREAD INC | ||||||||
| 4080 CHAIN BRIDGE ROAD 2ND FLOOR | FAIRFAX | VA | 22030 | 521596259 | 501(C)(3) | 20000 | DESIGNATED SUB-RECIPIENT | |
| RESIDENTIAL YOUTH SERVICES INC | ||||||||
| 5600 GENERAL WASHINGTON DRIVE SUITE | ALEXANDRIA | VA | 22312 | 540857751 | 501(C)(3) | 5625 | DESIGNATED SUB-RECIPIENT | B212 |
| RESTON INTERFAITH INC | ||||||||
| 11150 SUNSET HILLS ROAD SUITE 210 | RESTON | VA | 20190 | 541037615 | 501(C)(3) | 5125 | DESIGNATED SUB-RECIPIENT | |
| SEED PUBLIC CHARTER SCHOOL OF WASHINGTON | ||||||||
| 4300 C STREET SE | WASHINGTON | DC | 20019 | 522099612 | 501(C)(3) | 20000 | DESIGNATED SUB-RECIPIENT | |
| SPANISH CATHOLIC CENTER INC | ||||||||
| 1618 MONROE STREET NW | WASHINGTON | DC | 20010 | 520980905 | 501(C)(3) | 7630 | DESIGNATED SUB-RECIPIENT | |
| ST ANN'S INFANT AND MATERNITY HOME | ||||||||
| 4901 EASTERN AVENUE | HYATTSVILLE | MD | 20782 | 530204626 | 501(C)(3) | 5054 | DESIGNATED SUB-RECIPIENT | |
| ST COLETTA OF GREATER WASHINGTON | ||||||||
| 1901 INDEPENDENCE AVENUE SE | WASHINGTON | DC | 20003 | 540968224 | 501(C)(3) | 20000 | DESIGNATED SUB-RECIPIENT | |
| TREE OF LIFE PCS | ||||||||
| 2315 18TH PLACE NE | WASHINGTON | DC | 20018 | 522197080 | 501(C)(3) | 9000 | DESIGNATED SUB-RECIPIENT | |
| UNITED BLACK FUND | ||||||||
| 2500 MARTIN LUTHER KING JR AVENUE | WASHINGTON | DC | 20020 | 237067271 | 501(C)(3) | 289367 | DESIGNATED SUB-RECIPIENT | SE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 32 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: GRANTEES MUST MEET ELIGIBILITY REQUIREMENTS TO QUALIFY FOR A GRANT. IN ADDITION, THEY MUST SUBMIT A FINAL REPORT DETAILING THE USE OF GRANT FUNDS AND OUTCOMES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | 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 (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM A HANBURY | |||||||||||||
| 287928 | 0 | 44250 | 0 | 7200 | 0 | 27204 | 0 | 26488 | 0 | 393070 | 0 | 0 | 0 |
| HOLLY C BLANCHARD | |||||||||||||
| 124957 | 0 | 0 | 0 | 98782 | 0 | 12544 | 0 | 2408 | 0 | 238691 | 0 | 0 | 0 |
| GEORGE H LAMBERT | |||||||||||||
| 94629 | 0 | 0 | 0 | 44301 | 0 | 6131 | 0 | 12316 | 0 | 157377 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4A | ReturnReference |
| Explanation | HOLLY C. BLANCHARD, SEVERANCE PAYMENT - $51,611 MARLENA LANHAM-TRACY, SEVERANCE PAYMENT - $82,576 GEORGE H. LAMBERT, SEVERANCE PAYMENT - $30,375 | Explanation |
Schedule M IRS990ScheduleM
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 128961 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | GIFT CARDS | 4 | 375 | FMV |
| X | X-MAS TREE | 1 | 6144 | FMV |
| X | FURNITURE | 1 | 18950 | FMV |
| X | FOOTBALL TICKET | 1 | 280 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT OUTSIDE ACCOUNTING FIRM. ONCE PREPARED IT IS REVIEWED BY THE ORGANIZATION'S SENIOR MANAGEMENT. AFTER THE REVIEW BY SENIOR MANAGEMENT, THE FORM 990 IS MADE AVAILABLE FOR REVIEW BY ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILE WITH THE INTERNAL REVENUE SERVICE. FOR FY 2011, THIS REVIEW WILL OCCUR AT THE MEETING OF THE BOARD OF DIRECTORS ON MARCH 15, 2012. | |
| UWNCA HAS ADOPTED A CODE OF CONDUCT THAT APPLIES TO ALL EMPLOYEES, OFFICERS, MEMBERS OF THE BOARD OF DIRECTORS AND VOLUNTEERS. EMPLOYEES ARE REQUIRED TO CERTIFY IN WRITING THAT THEY HAVE RECEIVED AND REVIEWED THE CODE OF CONDUCT. BACKGROUND CHECKS ARE CONDUCTED FOR ALL EMPLOYEES. KEY PRINCIPLES THREE OVERARCHING PRINCIPLES HELP TO DEFINE OUR CONDUCT IN EVERYTHING THAT WE DO ON BEHALF OF UWNCA AND ITS MISSION. WHEN A SPECIFIC CORE STANDARD DOES NOT ADDRESS A PARTICULAR CIRCUMSTANCE OR QUESTION YOU MAY HAVE, YOU ARE ASKED TO VIEW THE ISSUE THROUGH THE LENS OF THE FOLLOWING THREE KEY PRINCIPLES: A COMMITMENT TO INTEGRITY INTEGRITY IS A CENTRAL VALUE FOR ANY PERSON OR ENTITY THAT MEANS TO ACT ETHICALLY. IT IS AN INNER COMPASS THAT HELPS TO STEER EACH OF US IN THE APPROPRIATE AND ETHICAL DIRECTION. IT IS A MATTER OF CHARACTER THAT HELPS US PERSONALLY AND PROFESSIONALLY MAKES USE OF SUCH CORE VALUES AS HONESTY AND APPLIES THE MORALS WE LEARNED WHEN WE WERE YOUNG. IT IS AN ORGANIZING FORCE THAT ORGANIZES AND HELPS TO REGULATE OUR IMPULSES AND APPETITES. IT IS AN INNER VOICE THAT URGES US TO ACT WITH CONVICTION AND COURAGE EVEN IN THE FACE OF ADVERSITY. A COMMITMENT TO SERVICE SERVICE BEFORE SELF IS ABOUT HOW PROFESSIONAL DUTIES TAKE PRECEDENCE OVER OUR PERSONAL DESIRES. IT EMBODIES THE VERY SPIRIT OF THE ENTIRE UNITED WAY MISSION AND THE "CALLING" THAT MANY OF US FEEL AND EXPRESS. IT IS ABOUT ENSURING THAT WE ALWAYS ACT IN A MANNER CONSISTENT WITH THE IDEA THAT THE VERY REASON WE ARE HERE IS TO SERVE THE COMMUNITY AND THOSE IN NEED. INDEED, IT IS AN HONOR TO SO SERVE. A COMMITMENT TO EXCELLENCE EXCELLENCE IS ABOUT MAINTAINING HIGH STANDARDS AND A PASSION FOR CONSTANTLY SEEKING TO IMPROVE EVERYTHING WE DO ON BEHALF OF UWNCA. IT IS ABOUT A PROCESS OF IMPROVING OUR EFFORTS - BOTH INDIVIDUAL AND COLLECTIVE - ON AN ONGOING BASIS. STATEMENT OF UWNCA CORE STANDARDS INTEGRITY - WE WILL ACT WITH PERSONAL AND PROFESSIONAL INTEGRITY. RESPECT - WE WILL RESPECT OTHERS AND SUPPORT AND PROTECT DIVERSITY. LOYALTY - WE WILL BE LOYAL TO THE UWNCA AND ITS MISSION. CONFIDENTIALITY - WE WILL PROTECT CONFIDENTIAL INFORMATION. RESPONSIBILITY - WE WILL MANAGE OUR RESOURCES IN A RESPONSIBLE MANNER MAXIMIZING OUR ABILITY TO ADVANCE THE MISSION OF THE ORGANIZATION. FUNDRAISING - WE WILL PROMOTE VOLUNTARY GIVING. TRANSPARENCY - WE WILL BE OPEN AND CANDID ABOUT OUR ACTIVITIES AND OPERATIONS. GOVERNANCE - WE WILL GOVERN CAREFULLY AND HONESTLY TO ADVANCE THE MISSION OF THE UWNCA. COMPLIANCE - WE WILL COMPLY WITH OUR CODE, THE RULES AND REGULATIONS OF THE UWNCA AS WELL AS FEDERAL, STATE AND LOCAL LAWS. DUTY - WE WILL SEEK GUIDANCE CONCERNING, AND REPORT BREACHES OF, OUR CODE. THE CODE STATES, "WE WILL NOT ENGAGE IN ANY ACTIVITY OR RELATIONSHIP THAT WOULD CREATE A POTENTIAL OR ACTUAL CONFLICT OF INTEREST THAT WOULD ADVERSELY AFFECT OUR ABILITY TO FAITHFULLY AND LOYALLY PERFORM OUR SERVICE TO THE UWNCA." THE CODE FURTHER STATES, "WE WILL REFRAIN FROM INFLUENCING THE SELECTION OF VENDORS WHO ARE FAMILY MEMBERS OR PERSONAL FRIENDS OR ARE AFFILIATED WITH, EMPLOY, OR ARE EMPLOYED BY A PERSON WITH WHOM THEY HAVE A RELATIONSHIP THAT WOULD CREATE A POTENTIAL OR REAL CONFLICT OF INTEREST." THE CERTIFICATION INCLUDES THAT FOLLOWING STATEMENT, "I FURTHER UNDERSTAND IT IS MY RESPONSIBILITY TO BRING VIOLATIONS OR SUSPECTED VIOLATIONS OF THE CODE TO THE ATTENTION OF [THE ORGANIZATION]." WITH REGARD TO DISCLOSING POTENTIAL CONFLICTS, "WE WILL MAKE FULL DISCLOSURE OF ALL POTENTIAL AND ACTUAL CONFLICTS OF INTEREST. WE WILL ABIDE BY THE OPERATIVE RULE OF THUMB: 'WHEN IN DOUBT' DISCLOSE." THE CEO IN COORDINATION WITH THE ETHICS COMMITTEE OF THE BOARD OF DIRECTORS, ASSESSES CONFLICT OF INTEREST STATEMENTS AT LEAST ANNUALLY. CONFLICTS ARE ALSO ASSESSED FOR VOLUNTEERS DURING THE GRANTS PROCESS. COMPLIANCE WITH THE POLICY IS ENFORCED. ETHICS COMMITTEE TO IMPLEMENT AND SERVE ARE A CENTRAL RESOURCE CONCERNING OUR ETHICAL STANDARDS AND THE CODE OF CONDUCT, THE BOARD HAS ESTABLISHED AN ETHICS COMMITTEE OF THE BOARD AND CONSISTS OF THE CHAIR OF THE BOARD AND TWO BOARD MEMBERS NOMINATED BY THE CHAIR OF THE BOARD. THE CENTRAL ROLE OF THE CHAIR OF THE ETHICS COMMITTEE IS TO: SERVE AS A CENTRAL AND CONFIDENTIAL PLACE TO REPORT POTENTIAL OR ACTUAL BREACHES OF THE CODE OF CONDUCT. DETERMINE WHETHER REPORTS OF MISCONDUCT INVOLVE ETHICAL ISSUES THAT SHOULD BE PROCESSED IN ACCORDANCE WITH THE REPORTING PROCEDURES SPECIFIED IN UWNCA'S CODE OF CONDUCT AND EMPLOYEE HANDBOOK. MAKE RECOMMENDATIONS TO THE CHAIR OF THE BOARD CONCERNING WHETHER AN INVESTIGATION OF A POTENTIAL BREACH OF THE CODE OF CONDUCT SHOULD BE CONDUCTED AND, IF SO, WHAT ISSUES SHOULD BE INVESTIGATED; WHO SHOULD CONDUCT THE INVESTIGATION; AND WHETHER OUTSIDE LEGAL, ACCOUNTING OR OTHER ADVISORS, AS APPROPRIATE, SHOULD CONDUCT OR ASSIST WITH INVESTIGATIONS OF POTENTIAL VIOLATIONS OF THE CODE OF CONDUCT. ACT AS LIAISON BETWEEN UWNCA AND ANY OUTSIDE LEGAL, ACCOUNTING OR OTHER ADVISORS RETAINED BY UWNCA TO ASSIST WITH INVESTIGATION OF CODE OF CONDUCT ISSUES. THE CENTRAL ROLE OF THE UWNCA ETHICS COMMITTEE IS TO: REPORT TO THE EXECUTIVE COMMITTEE OF THE BOARD ON AT LEAST AN ANNUAL BASIS CONCERNING THE ETHICS ACTIVITIES AND ISSUES OF UWNCA. RECEIVE REPORTS OF INVESTIGATIONS OF POTENTIAL ETHICAL VIOLATIONS AND, IN CONJUNCTION WITH THE EXECUTIVE COMMITTEE DETERMINE WHETHER THE UWNCA'S CODE OF CONDUCT HAS BEEN BREACHED AND WHAT, IF ANY, CORRECTIVE ACTION SHOULD BE TAKEN. IN CONJUNCTION WITH UWNCA LEADERSHIP, ESTABLISH APPROPRIATE POLICIES AND PROCEDURES FOR THE MANAGEMENT OF THE UWNCA ETHICS EFFORT AND THE ACTIVITIES OF THE ETHICS COMMITTEE. CONDUCT AN EVALUATION OF - AND RECOMMEND MODIFICATIONS, AMENDMENTS OR EXAMPLES TO - THE CODE OF CONDUCT ON AT LEAST A BI-ANNUAL BASIS. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE BOARD OF DIRECTORS CONDUCTS AN ASSESSMENT OF THE CHIEF EXECUTIVE OFFICER'S PERFORMANCE AND COMPENSATION. THIS INCLUDES RESEARCH BASED ON COMPARABLE COMPENSATION DATA. THE BOARD THEN DELIBERATES AND VOTES UPON THE CEO COMPENSATION. THE CHIEF EXECUTIVE OFFICER CONDUCTS AN ASSESSMENT OF COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. THE CHIEF EXECUTIVE OFFICER REVIEWS PERFORMANCE AS WELL AS COMPENSATION SURVEYS AND DATA. THESE RESULTS ARE ANALYZED BY THE CEO AND COMPENSATION IS DETERMINED. | FORM 990, PART VI, SECTION B, LINE 15A | |
| UWNCA MAKES ITS CODE OF CONDUCT (WHICH INCLUDES THE CONFLICT OF INTEREST POLICY) AND AUDITED FINANCIAL STATEMENTS AVAILABLE ON ITS WEB SITE. UWNCA GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 255,124. CHANGE IN PENSION LIABILITY DUE TO ACTUARIAL ADJUSTMENT -442,983. TOTAL TO FORM 990, PART XI, LINE 5: -187,859. | FORM 990, PART XI, LINE 5: |
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