2012-11-12T11:34:34-06:00 2012-06-30 GRANT THORNTON LLP 175 W JACKSON BLVD STE 2000 CHICAGO IL 60604 990 2011-07-01 300200478 United Way of Metropolitan Chicago Inc % LAURA L SKARNULIS UNIT 3129062350 560 West Lake Street Chicago IL 606611499 LAURA L SKARNULIS 3129062350 2012-11-12 true JULIE A DEE 3128560200 2011 2016-02-24 21:20:13Z Wendy DuBoe 560 West Lake Street Chicago IL 606611499 47582709 false X www.uw-mc.org X 2004 IL United Way of Metropolitan Chicago improves lives by mobilizing caring people to invest in the community where their resources are needed most. 25 24 113 6712 0 47429505 46003818 0 821099 84108 79633 873584 85480 48387197 46990030 33420522 34963213 0 0 7820954 8206946 0 0 3989153 3073687 3317957 44315163 46488116 4072034 501914 38024288 34800815 12995311 16717286 25028977 18083529 X United Way of Metropolitan Chicago improves lives by mobilizing caring people to invest in the community where their resources are needed most. false false 21541538 21541538 821099 Other program service achievements include designations by donors to subordinate organizations (member United Ways; $5,067,261), and other 501(c)(3) organizations ($12,535,940), grants to subordinate organizations (member United Ways; $1,312,582), and grants and other distributions ($2,625,755). 7816426 6490379 United Way's LIVE UNITED 2020 health goal is to connect over 200,000 people with available, preventative health services. We focus on the underlying factors that lead to early death so we can increase the number of households living longer, healthier lives. We work to stabilize families and individuals in immediate crisis and mobilize our community to create safe places and a health environment. United Way also focuses on funding programs in United Way partner communities that best increase physical activity, health eating behaviors and work towards eliminating deserts. By reducing barriers to health care access, we connect people to consistent primary, mental and social health services. 5306950 4406633 UNITED WAY'S 10-YEAR GOAL FOR EDUCATION IS TO HELP 50,000 UNDERPERFORMING MIDDLE SCHOOL KIDS ENTER HIGH SCHOOL READY TO SUCCEED. WE WILL ACCOMPLISH THIS GOAL BY LASER-FOCUSING ON TWO KEY TRANSITION PERIODS IN A CHILD'S LIFE: EARLY CHILDHOOD EDUCATION AND MIDDLE SCHOOL TRANSITION INTO HIGH SCHOOL. WE ENSURE CHILDREN ENTER SCHOOL READY TO LEARN BY EXPANDING ACCESS TO AND PARTICIPATING IN HIGH-QUALITY PRESCHOOLS AND HOME VISITATION PROGRAMS AND ENSURING PARENTAL INVOLVEMENT THROUGH OUTREACH AND EDUCATION PROGRAMS. WE ALSO PREPARE MIDDLE SCHOOL KIDS TO ENTER HIGH SCHOOL READY TO SUCCEED BY INCREASING RESOURCES FOR EXISTING COMMUNITY SCHOOLS IN UNITED WAY PARTNER COMMUNITIES AND BRINGING COMMUNITY LEADERSHIP AND PLANNING INTO SCHOOLS THROUGH LOCAL ADVISORY BOARDS. 3040476 2524663 37705390 true true false true false false false false false true true false false false true true false true false false false false false false false false false true false true false false false false false false false false true false false false false false false false false false true X 29 0 true 113 true false false false false false false true true false false false false X 25 24 false false false false true false false true true false true true true true true true true true true true false IL X X LAURA L SKARNULIS 3129062236 560 WEST LAKE STREET Chicago IL 606611499 Amy R Fahey 1.0 X 0 0 0 Andrew J McKenna Sr 1.0 X 0 0 0 Tyrone C Fahner 1.0 X 0 0 0 Arlene Kowalczyk 1.0 X 0 0 0 Bruce J Piller 1.0 X 0 0 0 Carol Good Kloster 1.0 X 0 0 0 Dean Harrison 1.0 X 0 0 0 Ellen Costello 3.0 X X 0 0 0 Frank W Clark 1.0 X 0 0 0 Frederick H Waddell 2.0 X X 0 0 0 George Brooks 1.0 X 0 0 0 Jay L Henderson 2.0 X X 0 0 0 Paul La Schiazza 1.0 X 0 0 0 Jorge Ramirez 1.0 X 0 0 0 Thomas F Bennington Jr 1.0 X 0 0 0 Timothy P Maloney 1.0 X 0 0 0 Deborah L Dehaas 2.0 X X 0 0 0 Lester H McKeever Jr 1.0 X 0 0 0 Martha Hinchman 2.0 X X 0 0 0 W James Farrell 1.0 X 0 0 0 Laura S Thrall 37.5 X X 299378 0 12687 Alison L Chung 1.0 X 0 0 0 Joseph A Gregoire 1.0 X 0 0 0 Daniel G Kaye 1.0 X 0 0 0 Kristie Paskvan 1.0 X 0 0 0 Deborah K Price 1.0 X 0 0 0 William A Von Hoene Jr 1.0 X 0 0 0 David B Speer 1.0 X 0 0 0 Kathryn Hayley 1.0 X 0 0 0 Alice Barda 37.5 X 106634 0 19223 Jennifer Fronek 37.5 X 87472 0 11431 Laura Skarnulis 37.5 X 172885 0 26596 Serita Guyton 37.5 X 84685 0 16595 Wendy Duboe 37.5 X 176825 0 18710 Joseph Vanyo 37.5 X 148510 0 12711 Anna Clarke 37.5 X 0 0 0 Sandra Kay-Weaver 37.5 X 25020 0 199 Christal H Stinson 37.5 X 113662 0 4725 1215071 0 122877 6 false true false Pitney Bowes PO Box 845801 DALLAS TX 75284 Administrative 183206 Grant Thornton LLP 175 W Jackson Blvd 20th Fl CHICAGO IL 606042615 Accounting 163758 UPIC Solutions 2400 Reading Road CINCINNATI OH 45202 Technology 132206 3 410742 21654 45571422 555608 46003818 MANAGEMENT FEE FROM OTHER UW ORGS 561000 821099 821099 821099 43800 43800 0 0 180939 95459 85480 85480 85480 533053 0 497220 0 35833 0 35833 35833 0 0 0 0 46990030 821099 165113 34963213 34963213 0 0 0 1445998 276544 693158 476296 0 5280292 1317193 2130042 1833057 81289 22513 30055 28721 945669 225647 412677 307345 453698 116058 177207 160433 357015 153883 151455 51677 46287 18424 10052 17811 161620 161620 23429 23429 0 280881 81682 120232 78967 257720 -763 128430 130053 351734 54159 63732 233843 148216 29654 51452 67110 433037 115691 190763 126583 0 240140 60195 88844 91101 97301 26466 32235 38600 0 25190 6753 3943 14494 15013 3599 5753 5661 506232 121351 193992 190889 296601 71070 113675 111856 50508 12070 19468 18970 STAFF DEVELOPMENT 22288 3393 13184 5711 MEMBERSHIP/DUES 4745 3166 1604 -25 46488116 37705390 4793573 3989153 650 650 12676158 11687095 15245560 15165699 514574 -370939 0 0 0 0 0 0 0 0 260812 529938 7212205 2131042 6678372 5081163 2484165 2707209 0 0 0 0 0 0 163997 0 38024288 34800815 4938304 4667720 0 0 0 0 2850000 2675000 0 0 0 0 0 0 0 0 5207007 9374566 12995311 16717286 X 5831403 -1186590 16850469 16913964 2347105 2356155 25028977 18083529 38024288 34800815 X 501914 -7447362 X false true true X false X 63492788 50651521 47954345 47429505 46003818 255531977 63492788 50651521 47954345 47429505 46003818 255531977 50607782 204924195 553759 278149 220597 229664 224739 1506908 257038885 2429028 0.79725 0.80537 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11179 12250 23429 44022934 44046363 1000000 250000 false 1000000 1000000 1000000 1000000 4000000 6000000 40467 18775 18662 23429 101333 250000 250000 250000 250000 1000000 1500000 18628 14636 14421 11179 58864 2392255 195156 54597 2642008 1833774 155506 402975 2392255 1377012 302338 154424 1833774 998523 492210 -113721 1377012 0.00000 0.83000 0.17000 false false 778050 778050 4089269 0 4089269 2344886 2131042 213844 5081163 0 LIABILITIES FOR PENSION BENEFITS 9258478 OBLIGATION UNDER CAPITAL LOSS 11958 DEFERRED COMPENSATION 104130 9374566 46990030 46488116 501914 -26207 -7421155 -7447362 -6945448 27223548 -26207 399190 372983 26850565 20139465 20139465 46990030 27472362 399190 -19414944 -19015754 46488116 46488116 Intended Uses of Endowment Funds Schedule D, Part V, Line 4 The intended uses of the United Way of Metropolitan Chicago endowment funds include funding innovative programs that address critical and emerging needs, ensuring that current needs are met, and providing resources to respond quickly and effectively to unexpected crisis. Uncertain Tax Positions (FIN 48) Schedule D, Part X, Line 2 United Way Metropolitan Chicago has received favorable determination letters from the Internal Revenue Service, stating that they are exempt from Federal income taxes under the provisions of 501(c)(3) of the Internal Revenue Code of 1986 (IRC), except for income taxes pertaining to unrelated business income. Accounting guidance requires tax effects from uncertain tax positions to be recognized in the financial statements only if the position is more likely than not to be sustained if the position were to be challenged by a taxing authority. Management has determined there are no material uncertain positions that require recognition in the financial statements. Additionally, no provision for income taxes is reflected in these financial statements. There is no interest or penalties recognized in the statement of activities or statement of position. The tax years ending 2008, 2009, 2010 and 2011 are still open to audit for both Federal and state purposes. Reconciliation of net assets Schedule D, Part XI, Line 8 Loss on 2010 Campaign Pledges (498,042) Pension related change (5,326,342) Designation Fees (226,479) Impairment loss on assets held for sale (1,370,292) Total $(7,421,155) Reconciliation of Revenue Schedule D, Part XII, Line 4b Rental Expenses (95,459) Designations to subordinate organizations 5,067,261 Designations to other organizations 12,762,419 MUW special grant 113,000 grant expense-MAC/MUW 199,582 grant expense-McCormick 1,000,000 reimbursement from other United Ways for support services 207,620 Reimbursement from subordinate organizations 387,000 Loss on 2010 Campaign Pledges 498,042 Total $20,139,465 Reconciliation of expense schedule d, part xiii, line 2d Rental Expense 95,459 designations to subordinate organizations (5,067,261) designations to other organizations (12,762,419) fees charged to designated agencies 226,479 MUW special grant (113,000) grant expense (1,199,582) reimbursement from other United Ways for support services (207,620) reimbursement from subordinate organizations (387,000) Total $(19,414,944) Supplemental Financial Information Form 990, Schedule D, Part XIV THE PENSION RELATED CHANGE OF $5.3M IS DUE PRIMARILY TO A DECREASE IN THE PENSION DISCOUNT RATE CAUSED BY BANKS' DOWNGRADE IN JUNE 2012 BY MOODY'S. THIS DECREASE IN THE PENSION DISCOUNT RATE INCREASED THE UNFUNDED STATUS OF UWMC'S PENSION PLAN. true United Way of Metro Chicago 560 W Lake St Chicago IL 60661 300200478 501(c)(3) 7148317 Program Support United Way of DuPageWest Cook PO Box 5317 Oak Brook IL 60522 451534557 501(c)(3) 2692123 Program Support Catholic Charities of the Archdiocese 721 North LaSalle Chicago IL 60654 362170821 501(c)(3) 2082035 Program Support Robert R McCormick Foundation 205 N Michigan Ave Chicago IL 60601 366046973 501(c)(3) 2000000 Program Support American Red Cross of Greater Chicago 2200 West Harrison Chicago IL 60612 360728727 501(c)(3) 1903807 Program Support South Southwest Suburban United Way 4711 Midlothian Tpke Crestwood IL 60445 237144594 501(c)(3) 1642760 Program Support Jewish Federation of Metropolitan Chi 30 South Wells Street Chicago IL 60606 362167761 501(c)(3) 1313435 Program Support Northwest Suburban United Way 550 Business Ctr Mount Prospect IL 60056 237116020 501(c)(3) 1232477 Program Support Metropolitan Family Services One North Dearborn Street Chicago IL 60602 362167940 501(c)(3) 964176 Program Support North Shore United Way 5010 Oakton Street Skokie IL 60077 451534224 501(c)(3) 812482 Program Support Salvation Army 5040 North Pulaski Road Chicago IL 60610 362167909 501(c)(3) 748997 Program Support YMCA Of Metropolitan Chicago 801 North Dearborn Chicago IL 60610 362179781 501(c)(3) 657915 Program Support Association House of Chicago 1116 North Kedzie Avenue Chicago IL 60651 362166961 501(c)(3) 265362 Program Support Carole Robertson Center for Learning 2020 West Roosevelt Road Chicago IL 60608 362882124 501(c)(3) 252038 Program Support Local Initiatives Support Corporation 135 South LaSalle Street Chicago IL 60603 133030229 501(c)(3) 250702 Program Support (LAF) Legal Assistance Foundation of Metro 111 West Jackson Blvd Suite 2230 Chicago IL 60604 362754650 501(c)(3) 237392 Program Support United Way of Metro Chicago 560 W Lake St Chicago IL 60661 300200478 501(c)(3) 226479 Program Support Erie Neighborhood House 1701 West Superior Street 560 W Lake St Chicago IL 60622 363043253 501(c)(3) 214088 Program Support Chicago Lighthouse for People Who Are Blind 1850 West Roosevelt Road Chicago IL 60608 362169139 501(c)(3) 212207 Program Support Chicago Urban League 4510 S Michigan Ave Chicago IL 60653 362225483 501(c)(3) 206349 Program Support Inspiration Corporation 4554 North Broadway Chicago IL 60640 363673980 501(c)(3) 195066 Program Support Centers for New Horizons Inc 4150 South King Drive Suite 207 Chicago IL 60653 362729721 501(c)(3) 195045 Program Support Thresholds 4101 North Ravenswood Chicago IL 60613 363071248 501(c)(3) 191742 Program Support Safer Foundation 571 W Jackson Blvd Chicago IL 60661 362762168 501(c)(3) 189566 Program Support YWCA Metropolitan Chicago 360 North Michigan Ave Chicago IL 60601 362179765 501(c)(3) 183253 Program Support Chicago Youth Centers 218 S Wabash Avenue 2nd Floor Chicago IL 60604 362344429 501(c)(3) 159859 Program Support Christopher House 4300 N Hermitage Ave Suite 600 Chicago IL 60613 237316001 501(c)(3) 158188 Program Support El Valor 1850 West 21st Street Chicago IL 60608 237294683 501(c)(3) 151953 Program Support ChildServ 8765 West Higgins Road Chicago IL 60631 362171716 501(c)(3) 151253 Program Support Woodlawn Children's Promise Community 6040 S Harper Ave Suite 450 Chicago IL 60637 270306253 501(c)(3) 150899 Program Support Chicago Area Project 55 East Jackson Blvd Chicago IL 60604 362256023 501(c)(3) 150648 Program Support United Neighborhood Organization 954 W Washington Blvd Chicago IL 60607 364235934 501(c)(3) 150156 Program Support Namaste Charter School 3737 South Paulina Street Chicago IL 60609 200285795 501(c)(3) 150019 Program Support Lawrence Hall Youth Services 4833 N Francisco Ave Chicago IL 60625 362167771 501(c)(3) 144641 Program Support The Cara Program 237 South Desplaines Chicago IL 60661 364268095 501(c)(3) 131172 Program Support Deborah's Place 2822 W Jackson Chicago IL 60612 363382973 501(c)(3) 127748 Program Support Heartland Alliance for Human Needs & Human Rights 208 South LaSalle Street Chicago IL 60604 361877640 501(c)(3) 125250 Program Support Howard Brown Health Center 4025 North Sheridan Road Suite 1818 Chicago IL 60613 362894128 501(c)(3) 124056 Program Support Jumpstart for Young Children 900 North Franklin Chicago IL 60610 043262046 501(c)(3) 120655 Program Support Youth Guidance 1 N LaSalle St Chicago IL 60602 362167032 501(c)(3) 119320 Program Support Connections for Abused Women 1116 North Kedzie Chicago IL 60651 362950380 501(c)(3) 118087 Program Support BUILD Inc 1223 N Milwaukee Chicago IL 60642 237022085 501(c)(3) 113893 Program Support Children's Home Aid 217 N Jefferson Chicago IL 60661 362167743 501(c)(3) 110441 Program Support Perspectives Charter Schools 3663 South Wabash Ave Chicago IL 60653 364167576 501(c)(3) 109977 Program Support AIDS Foundation of Chicago 200 W Jackson Boulevard 3rd Floor Chicago IL 60606 363412054 501(c)(3) 108927 Program Support St Leonard's Ministries 2100 W Warren Blvd Chicago IL 60612 362378516 501(c)(3) 104484 Program Support Aunt Martha's Youth Service Center 19990 Governers Olympia Fields IL 60461 237188150 501(c)(3) 104380 Program Support American Cancer Society 225 No Michigan Ave Chicago IL 60601 362167721 501(c)(3) 104254 Program Support Chinese Mutual Aid Association 1016 West Argyle Street Chicago IL 60640 363139799 501(c)(3) 102968 Program Support Heartland International Health Center 3048 North Wilton Avenue Chicago IL 60657 363843377 501(c)(3) 101412 Program Support Apna Ghar Inc (Our Home) 4753 North Broadway 2nd Floor Chicago IL 60640 363698770 501(c)(3) 100710 Program Support Puerto Rican Cultural Center 2703 West Division Suite 632 Chicago IL 60622 237347778 501(c)(3) 100634 Program Support Chicago Family Health Center 9119 S Exchange Ave Chicago IL 60617 362893854 501(c)(3) 100461 Program Support Heartland Health Outreach Inc 1015 West Lawrence Chicago IL 60640 363775696 501(c)(3) 100372 Program Support Center for Community Arts Partnerships 600 South Michigan Avenue Chicago IL 60605 366112087 501(c)(3) 100225 Program Support Near North Health Service Corporation 1276 North Clybourn Ave Chicago IL 60610 363197647 501(c)(3) 100212 Program Support (ONE) Organization of the Northeast 4648 North Racine Chicago IL 60640 510137583 501(c)(3) 100000 Program Support Howard Area Community Center 7648 North Paulina Street Chicago IL 60626 363008606 501(c)(3) 95864 Program Support Teen Living Programs 162 West Hubbard St Chicago IL 60654 362867274 501(c)(3) 84279 Program Support Access Community Health Network 600 West Fulton Street Chicago IL 60661 363317058 501(c)(3) 75693 Program Support Girl Scouts of Greater Chicago and NW IN 222 S Riverside Chicago IL 60606 362191245 501(c)(3) 75615 Program Support Center for Economic Progress 29 East Madison Ste 910 Chicago IL 60602 363693728 501(c)(3) 72223 Program Support Horizon Hospice & Palliative Care 833 W Chicago Ave 4FL Chicago IL 60622 362972550 501(c)(3) 71302 Program Support Jewish United Fund 30 South Wells Suite 4059 Chicago IL 60606 362167034 501(c)(3) 69462 Program Support United Way of Greater McHenry County 4508 Prime Parkway McHenry IL 60050 366147909 501(c)(3) 60332 Program Support Chicago House and Social Service Agency 1925 N Clybourn Ave Chicago IL 60614 363376432 501(c)(3) 58089 Program Support Casa Central 1343 N California Ave Chicago IL 60622 362728618 501(c)(3) 57023 Program Support Boys and Girls Clubs of Chicago 550 W Van Buren Chicago IL 60607 362166997 501(c)(3) 56908 Program Support United Way of Greater Milwaukee 225 West Vine Street Milwaukee WI 53212 390806190 501(c)(3) 55787 Program Support Jane Addams Hull House Association 1030 West Van Buren Chicago IL 60607 362170135 501(c)(3) 54545 Program Support United Way of Lake County (IL) 330 South Greenleaf Street Gurnee IL 60031 362167949 501(c)(3) 53893 Program Support Esperanza Community Services 520 N Marshfield Ave Chicago IL 60622 362678083 501(c)(3) 53649 Program Support Young Men's Educational Network YMEN 1241 South Pulaski Road Chicago IL 60623 364124098 501(c)(3) 53118 Program Support Active Transportation Alliance 9 West Hubbard St Chicago IL 60654 363385886 501(c)(3) 52878 Program Support Corazon Community Services 5116 West 14th Street Cicero IL 60804 320075474 501(c)(3) 50719 Program Support Teamwork Englewood 815 West 63rd Street Chicago IL 60621 743102944 501(c)(3) 50595 Program Support Family Service 777 Central Avenue Highland Park IL 60035 362167063 501(c)(3) 50118 Program Support Ladder-Up 233 S Wacker Dr Suite 17 Chicago IL 60606 364070692 501(c)(3) 49921 Program Support Catholic Charities Diocese of Joliet 203 North Ottawa Street Suite 9100 Joliet IL 60432 362170817 501(c)(3) 48384 Program Support New Start Chicago PO Box 597962 Chicago IL 60659 352408406 501(c)(3) 47403 Program Support United Way of Central Kane County 1020 Cedar Avenue Saint Charles IL 60174 237101039 501(c)(3) 47394 Program Support Southstar Services 1005 West End Chicago Heights IL 60411 237294685 501(c)(3) 41559 Program Support The Wings Program 1355 Remington Road Schaumburg IL 60173 363456061 501(c)(3) 40570 Program Support Children's Memorial Fdn 2300 Childrens Plaza Chicago IL 60614 362170833 501(c)(3) 38638 Program Support DuPage PADS 705 West Liberty Box 4 Wheaton IL 60187 363675494 501(c)(3) 36595 Program Support Glenwood School 500 West 187th Street Glenwood IL 60425 362167087 501(c)(3) 36367 Program Support One Hope United - Northern Region 215 N Milwaukee Lake Villa IL 60046 362181967 501(c)(3) 36107 Program Support Heart and Mind Foundation 1443 Division Chicago IL 60642 364404961 501(c)(3) 35915 Program Support Together We Cope 17010 So Oak Park Ave Tinley Park IL 60477 363666952 501(c)(3) 35620 Program Support Young Women's Leadership Charter School 2641 South Calumet Avenue Chicago IL 60616 364319552 501(c)(3) 35089 Program Support Family Matters Inc 7731 N Marshfield Chicago IL 60626 363588490 501(c)(3) 34922 Program Support Boys And Girls Club Of Greater Milwaukee 1558 North 6th Street Milwaukee WI 53212 390806292 501(c)(3) 34533 Program Support Greater Chicago Food Depository 4100 W Ann Lurie Place PO Box 2486 Chicago IL 60632 362971864 501(c)(3) 33397 Program Support United Way of Will County 54 N Ottawa St Ste 300 Joliet IL 60432 362515625 501(c)(3) 33296 Program Support Boy Scouts of America Chicago Area Council #118 1218 West Adams Street Chicago IL 60607 362169128 501(c)(3) 30985 Program Support Ford Heights Community Service Center 943 E Lincoln Hwy Ford Heights IL 60411 362658308 501(c)(3) 30358 Program Support Misericordia Home 6300 North Ridge Chicago IL 60660 362170153 501(c)(3) 29633 Program Support A Safe Haven Foundation 2750 West Roosevelt Road Chicago IL 60608 364444200 501(c)(3) 29167 Program Support Lutheran Social Services of Illinois 1001 E Touhy Des Plaines IL 60018 362584799 501(c)(3) 28891 Program Support Chicago Lights 126 East Chestnut Street Suite 50 Chicago IL 60611 363786331 501(c)(3) 28675 Program Support Loaves & Fishes Community Pantry 1871 High Grove Lane Naperville IL 60540 363786777 501(c)(3) 28244 Program Support Fox Valley United Way 44 East Galena Blvd Aurora IL 60505 362195467 501(c)(3) 28009 Program Support Big BrothersBig Sisters 560 West Lake Street Chicago IL 60661 362681212 501(c)(3) 27321 Program Support Orchard Village 7670 Marmora Avenue 5th Floor Skokie IL 60077 362773481 501(c)(3) 26700 Program Support Shelter Inc 1616 Arlington Arlington Hts IL 60004 237399596 501(c)(3) 25445 Program Support Barrington Area United Way 200 James Street Barrington IL 60010 237123024 501(c)(3) 24444 Program Support Archdiocese of Chicago Cardinal's 835 North Rush Street Chicago IL 60611 362170826 501(c)(3) 24014 Program Support Hellenic American Academy Foundation 1085 Lake Cook Road C/O Bill Booth Deerfield IL 60015 320167308 501(c)(3) 23542 Program Support Providence St Mel School 119 S Central Park Blvd Chicago IL 60624 362977187 501(c)(3) 23542 Program Support American Heart Association Chicago 208 S Lasalle St Chicago IL 60604 135613797 501(c)(3) 23007 Program Support American Cancer Society 250 Williams St Atlanta GA 30303 131788491 501(c)(3) 21933 Program Support Chicago Legal Clinic Inc 2938 East 91st Street ATTN Sandy Kimball Chicago IL 60617 363200465 501(c)(3) 21479 Program Support Boy Scouts of America 600 Wheeling Road Mount Prospect IL 60056 362166984 501(c)(3) 21440 Program Support Alzheimer's Association Greater Illinois 8430 W Bryn Mawr Chicago IL 60631 363102348 501(c)(3) 20631 Program Support Boy Scouts Three Fires Council 415 North St Charles IL 60174 363831877 501(c)(3) 20026 Program Support Institute for Consumer Credit Education 16335 S Harlem Avenue 2nd Street Tinley Park IL 60477 364281197 501(c)(3) 20000 Program Support Evans Scholars Foundation One Briar Road Suite 400 Golf IL 60029 362518129 501(c)(3) 19492 Program Support Hesed HousePADS 659 South River Street Aurora IL 60506 363314730 501(c)(3) 19477 Program Support Juvenile Protective Association 1707 North Halsted Street 1 Chicago IL 60614 362167765 501(c)(3) 19421 Program Support YWCA Evanston-North Shore 1215 Church Street Evanston IL 60201 100394502 501(c)(3) 19374 Program Support Children of Peace School Scholarship 1900 W Taylor Street Chicago IL 60612 530196617 501(c)(3) 17874 Program Support Sertoma Centre Inc 4343 West 123rd Street Alsip IL 60803 362720586 501(c)(3) 17562 Program Support Hephzibah Children's Association 946 North Boulevard Oak Park IL 60301 362167096 501(c)(3) 17390 Program Support HFS Scholarship Fund 1137 West Taylor Street Chicago IL 60607 363922345 501(c)(3) 17358 Program Support Beyond OCD 2300 Lincoln Park West 201 Chicago IL 60614 363937964 501(c)(3) 15660 Program Support American Indian Center of Chicago 1630 W Wilson Avenue Suite 206B Chicago IL 60640 998281102 501(c)(3) 15443 Program Support First Book 1319 F Street NW Washington IL 20004 521779606 501(c)(3) 15401 Program Support Lake Area United Way 221 West Ridge Road Suite 1000 Griffith IN 46319 237170019 501(c)(3) 15351 Program Support Big Shoulders Fund 212 W Van Buren Chicago IL 60607 363490557 501(c)(3) 15301 Program Support Juvenile Diabetes Research Foundation 11 South LaSalle Str Chicago IL 60603 222519615 501(c)(3) 15008 Program Support House of the Good Shepherd P O Box 13483 Chicago IL 60613 362167738 501(c)(3) 14460 Program Support Clearbrook 1835 Central Arlington Heights IL 60005 362420176 501(c)(3) 14419 Program Support United Way of Elgin 1797 N La Fox Street South Elgin IL 60177 362167052 501(c)(3) 14370 Program Support The Lambs Farm Inc 14245 W Rockland Libertyville IL 60048 363891960 501(c)(3) 14285 Program Support Neopolitan Lighthouse 864 North Christiana Ave Chicago IL 60651 363309888 501(c)(3) 14019 Program Support People's Resource Center 201 South Naperville Road Wheaton IL 60187 363157600 501(c)(3) 13953 Program Support Breakthrough Urban Ministries 402 N St Louis Ave Chicago IL 60647 363810926 501(c)(3) 13530 Program Support Kohl Childrens Museum of Greater Chicago 2100 Patriot Blvd Glenview IL 60026 363706878 501(c)(3) 13419 Program Support Easter Seals DuPage and the Fox Valley 830 S Addison Ave Villa Park IL 60181 362476388 501(c)(3) 13360 Program Support YMCA - McGaw YMCA in Evanston 1000 Grove Street Evanston IL 60201 362169194 501(c)(3) 12972 Program Support Ravinia Festival Association 418 Sheridan Road Highland Park IL 60035 366002273 501(c)(3) 12712 Program Support Lutheran Child & Family Services of IL 7620 W Madison St River Forest IL 60305 367276007 501(c)(3) 12575 Program Support American Heart Association Midwest 208 South LaSalle St Chicago IL 60604 360900700 501(c)(3) 12379 Program Support Providence St Mel School Scholarship 119 Central Park Blvd Chicago IL 60624 363846011 501(c)(3) 12242 Program Support Boundless Readers 5153 North Clark St Chicago IL 60640 363627196 501(c)(3) 12195 Program Support Chicago Volunteer Legal Services Foundation 100 North LaSalle Street Chicago IL 60602 237164989 501(c)(3) 12057 Program Support Elaine Frank JCC Apachi Day Camp 30 S Wells St Chicago IL 60606 362167758 501(c)(3) 11771 Program Support Mercy Home for Boys & Girls 1140 West Jackson Chicago IL 60607 362171726 501(c)(3) 11428 Program Support Resurrection College Prep High School 7500 W Talcott Chicago IL 60631 362174825 501(c)(3) 11413 Program Support Bridgeport Catholic Academy 3700 South Lowe Chicago IL 60609 362170878 501(c)(3) 11347 Program Support Assistance League of Chicagoland West 120 E Ogden Ave Hinsdale IL 60521 634053184 501(c)(3) 11300 Program Support Northern Illinois Food Bank 440 Keller Park City IL 60085 363203648 501(c)(3) 11037 Program Support Cabrini Green Legal Aid Clinic 740 N Milwaukee Ave Chicago IL 60642 362775706 501(c)(3) 11019 Program Support Kenilworth United Fund 419 Richmond Road Kenilworth IL 60043 366146232 501(c)(3) 10942 Program Support Willow Creek Community Church Inc 67 E Algonquin South Barrington IL 60010 510164942 501(c)(3) 10878 Program Support Feed My Starving Children 401 93rd Ave Coon Rapids MN 55433 411601449 501(c)(3) 10804 Program Support Ray Graham Association 901 Warrenville Road Lisle IL 60532 362411166 501(c)(3) 10764 Program Support Family Shelter Service 605 East Roosevelt Road Suite 500 Wheaton IL 60187 362883552 501(c)(3) 10678 Program Support Habitat For Humanity International 121 Habitat Street Americus GA 31709 911914868 501(c)(3) 10659 Program Support Adler Planetarium 1300 S Lakeshore Dr Chicago IL 60605 366210902 501(c)(3) 10547 Program Support Catholic Church Extension Society 150 South Wacker Drive Chicago IL 60606 366000520 501(c)(3) 10358 Program Support Glen Ellyn Children's Chorus Anima 799 Roosevelt Rd Glen Ellyn IL 60137 363159041 501(c)(3) 10358 Program Support Golden Apple Foundation Eight S Michigan Chicago IL 60603 363392992 501(c)(3) 10358 Program Support Children at the Crossroads Foundation Scholarship 751 N State Street Suite 700 Chicago IL 60654 363654481 501(c)(3) 10314 Program Support Operation Uplift 104 S 5th Avenue Maywood IL 601531389 362672201 501(c)(3) 10283 Program Support Sarah's Inn 309-311 Harrison Street Oak Park IL 60304 363084461 501(c)(3) 10156 Program Support Little Friends Inc 140 North Wright Naperville IL 60540 362698644 501(c)(3) 10092 Program Support Youth Services of GlenviewNorthbrook 3080 West Lake Avenue Glenview IL 60026 363182275 501(c)(3) 10074 Program Support ATHENA International 7627 West Lake River Forest IL 60305 382717362 501(c)(3) 10071 Program Support Pillars 333 N LaGrange LaGrange Park IL 60526 364166490 501(c)(3) 9902 Program Support Journey from PADS to HOPE 1140 E Northwest Hwy Palatine IL 60074 363919018 501(c)(3) 9899 Program Support Chicago Shakespeare Theater 800 East Grand Avenue Chicago IL 60611 363467607 501(c)(3) 9887 Program Support The Saint Paul Foundation 55 Fifth Street East Saint Paul MN 55101 416031510 501(c)(3) 9887 Program Support Make-A-Wish Foundation of America 4742 N 24th St Phoenix AZ 85016 860481941 501(c)(3) 9865 Program Support Horizons for Youth 703 West Monroe Street Chicago IL 60661 363796734 501(c)(3) 9756 Program Support Loyola Academy 1100 N Laramie Wilmette IL 60091 362367981 501(c)(3) 9661 Program Support Community Cancer Research Foundation 926 Ridge Road Munster IN 46321 352146374 501(c)(3) 9573 Program Support Outreach Community Ministries Inc 122 West Liberty Drive Wheaton IL 60187 237265066 501(c)(3) 9558 Program Support Bridge Youth and Family Services 721 South Quentin Road Palatine IL 60067 237093615 501(c)(3) 9499 Program Support Alternatives Inc 4730 North Sheridan Chicago IL 60640 362720602 501(c)(3) 9459 Program Support Chicago Symphony Orchestra 220 S Michigan Chicago IL 60604 362167823 501(c)(3) 9417 Program Support Common Threads 500 N Dearborn Chicago IL 60654 200106847 501(c)(3) 9417 Program Support Gift of Adoption Fund 2001 Waukegan Road Ste 530 Techny IL 60082 391863217 501(c)(3) 9417 Program Support Northlight Theatre 9501 Skokie Blvd PO Box 567 Skokie IL 60077 237390464 501(c)(3) 9417 Program Support Roosevelt University Scholarship Fund 430 South Michigan Chicago IL 60605 362167854 501(c)(3) 9417 Program Support Shri Kripalu Kunj Ashram 2710 Ashford Trail Drive Houston TX 77082 261904328 501(c)(3) 9417 Program Support St Marcus Lutheran School 2215 North Palmer Milwaukee IL 53212 390850377 501(c)(3) 9417 Program Support Usher's New Look Inc 3700 Crestwood Pkwy Duluth GA 30096 582480934 501(c)(3) 9417 Program Support St Ignatius College Prep Scholarship Fund Scholarship Fund Chicago IL 60608 362167867 501(c)(3) 9181 Program Support National Kidney Foundation of IL 215 West Illinois Street 1076 West Roosevelt Road Chicago IL 60654 366009226 501(c)(3) 9058 Program Support St Isaac Jogues Elementary School 421 South Clay Street Suite 1C Hinsdale IL 60521 530196617 501(c)(3) 9040 Program Support United Way of Rock River Valley 612 North Main St Rockford IL 61103 362167843 501(c)(3) 8993 Program Support Lake County Haven PO Box 127 Libertyville IL 60048 363846099 501(c)(3) 8921 Program Support United Way of Tri-State 120 Wall St 4th Fl New York NY 10005 132899742 501(c)(3) 8828 Program Support GlicksGiving Foundation 2 Londonderry Lane Lincolnshire IL 60069 611460390 501(c)(3) 8528 Program Support Onward Neighborhood House 600 North Leavitt Street Chicago IL 60612 362167822 501(c)(3) 8506 Program Support Habilitative Systems Inc 415 S Kilpatrick Chicago IL 60644 362969062 501(c)(3) 8475 Program Support Multiple Sclerosis Society 525 West Monroe Street Chicago IL 60661 362249887 501(c)(3) 8455 Program Support Chinese American Service League Inc 2141 South Tan Ct Suite 900 Chicago IL 60616 362984043 501(c)(3) 8444 Program Support United Way of Greater Chattanooga PO Box 4027 Chattanooga TN 37405 620565962 501(c)(3) 8374 Program Support CASA Cook County Court 1100 S Hamilton Chicago IL 60612 364461307 501(c)(3) 8338 Program Support Building Healthier Communities One North Dearborn Street Chicago IL 60602 237334589 501(c)(3) 8332 Program Support The Community House 415 West 8th Street Hinsdale IL 60521 362167735 501(c)(3) 8290 Program Support Evangelical Child and Family Agency 1530 North Main Street Wheaton IL 60187 362229573 501(c)(3) 8236 Program Support Japanese American Service Committee 4427 North Clark Street Chicago IL 60640 362181974 501(c)(3) 8047 Program Support Family Focus 310 South Peoria Street Chicago IL 60607 362884042 501(c)(3) 8035 Program Support Moody Bible Institute 820 N La Salle Blvd Suite 404 Chicago IL 60610 362167792 501(c)(3) 7981 Program Support Gads Hill Center 1919 W Cullerton Chicago IL 60608 362167082 501(c)(3) 7976 Program Support Midtown Educational Foundation 718 S Loomis Street Chicago IL 60607 363417278 501(c)(3) 7872 Program Support Barrington Area Conservation Trust Inc N/A Barrington Hills IL 60010 364478511 501(c)(3) 7816 Program Support By the Hand Club for Kids 1000 North Sedgwick Chicago IL 60610 203144284 501(c)(3) 7722 Program Support Access Living of Metropolitan Chicago 115 West Chicago Avenue Chicago IL 60654 363310774 501(c)(3) 7692 Program Support Chicago Youth Programs Inc 5350 South Prairie Ave Chicago IL 60615 363635676 501(c)(3) 7689 Program Support Chicago Children's Museum 700 East Grand Avenue Chicago IL 60611 363162484 501(c)(3) 7665 Program Support South Suburban PADS PO Box 1176 Suite 127 Homewood IL 60430 363744405 501(c)(3) 7556 Program Support Run for the Stars 332 East Seminary Avenue Wheaton IL 60187 362203929 501(c)(3) 7533 Program Support Blue Cap School 2155 Broadway Blue Island IL 60406 362603932 501(c)(3) 7522 Program Support United Way in Waukesha County PO BOX 1041 Waukesha WI 53187 390886376 501(c)(3) 7514 Program Support Seguin Services 3100 South Central Avenue Cicero IL 60804 362894174 501(c)(3) 7470 Program Support UNICEF U S Fund for 125 Maiden Lane New York NY 10038 131760110 501(c)(3) 7467 Program Support SHORE Community Services Inc Citizens 4232 Dempster Street Skokie IL 60076 362384323 501(c)(3) 7376 Program Support Boy Scouts of America Northeast Illinois 2745 Skokie Valley Highland Park IL 60035 362663224 501(c)(3) 7331 Program Support West Suburban PADS 1851 South 9th Avenue Maywood IL 60153 363876660 501(c)(3) 7258 Program Support St Vincent de Paul Center 2145 North Halsted Chicago IL 60614 361722800 501(c)(3) 7090 Program Support DuPage Convalescent Center Foundation 400 N County Farm Road Wheaton IL 60187 363978650 501(c)(3) 7070 Program Support PKU Organization of Illinois PO Box 102 Palatine IL 60067 363320115 501(c)(3) 7062 Program Support The Anti-Defamation League 120 South LaSalle St Chicago IL 60603 131818723 501(c)(3) 7062 Program Support Almost Home Kids 7 S 721 IL State Rt 53 Naperville IL 60540 363822010 501(c)(3) 6977 Program Support Batavia United Way P O Box 372 Batavia IL 60510 363208945 501(c)(3) 6923 Program Support Make a Wish Foundation of Illinois 640 N LaSalle Dr Chicago IL 60654 363422138 501(c)(3) 6776 Program Support Thrive Counseling Center 120 South Marion Street Oak Park IL 60302 362179793 501(c)(3) 6703 Program Support Fatherless Foundation 8910 Purdue Rd Indianapolis IN 46268 743220493 501(c)(3) 6592 Program Support St Nectarios Parish - Youth Ministries 133 S Roselle Road Palatine IL 60067 363026518 501(c)(3) 6592 Program Support Urban Gateways Center for Art Education 205 W Randolph Chicago IL 60606 366083080 501(c)(3) 6497 Program Support Hedge Funds Care Inc 330 Seventh Ave New York NY 10001 431959796 501(c)(3) 6333 Program Support Chicago Hope Academy 2189 Bowler Chicago IL 60612 364244054 501(c)(3) 6300 Program Support Planned Parenthood of Illinois 18 S Michigan Ave Chicago IL 60603 362170901 501(c)(3) 6197 Program Support Agape Child and Family Service 111 Racine Street Memphis TN 38111 237039683 501(c)(3) 6121 Program Support Lake County Sponsors Waukegan to College PO Box 726 Libertyville IL 60048 364448918 501(c)(3) 6121 Program Support The Suzuki-Orff School For Young Musicians 1148 West Chicago Avenue Chicago IL 60642 363137564 501(c)(3) 6087 Program Support Helping Hand Center 9649 West 55th Street Countryside IL 60525 362327271 501(c)(3) 6031 Program Support Family Rescue 9204 S Commercial Chicago IL 60617 363170408 501(c)(3) 5945 Program Support Aspire of Illinois 9901 Derby Lane PO Box 17528 Westchester IL 60154 362654558 501(c)(3) 5892 Program Support North Shore Senior Center 161 Northfield Road Northfield IL 60093 362366074 501(c)(3) 5882 Program Support United Way of Porter County 951 Eastport Center Valparaiso IN 46383 356006484 501(c)(3) 5876 Program Support Hamdard Center 228 East Lake Street Addison IL 60101 363917885 501(c)(3) 5820 Program Support University of Notre Dame 1100 Grace Hall Notre Dame IL 46556 350868188 501(c)(3) 5795 Program Support Boys and Girls Club of Lake County 1801 Sheridan Road Attention Carol hennion North Chicago IL 60064 364266009 501(c)(3) 5679 Program Support Saints Peter and Paul School Endowment Fund 201 E Franklin Naperville IL 60540 530196617 501(c)(3) 5655 Program Support First Baptist Church of University Park 450 University University Park IL 60484 362916844 501(c)(3) 5650 Program Support Little Brothers 355 North Ashland Avenue Chicago IL 60607 362651505 501(c)(3) 5650 Program Support Doctors Without Borders USA 333 Seventh Ave New York NY 10001 133433452 501(c)(3) 5612 Program Support Children's Advocacy Center 640 Illinois Hoffman Estates IL 60194 363711203 501(c)(3) 5599 Program Support Valley of the Sun United Way PO Box 10748 Phoenix AZ 85064 860104419 501(c)(3) 5567 Program Support Maryville Academy 1150 North River Road Des Plaines IL 60016 362170873 501(c)(3) 5462 Program Support Ronald McDonald House Charities (Chicago) 622 W Deming Place Chicago IL 60614 362861369 501(c)(3) 5258 Program Support Elgin Youth Symphony Orchestra PO Box 6508 Elgin IL 60121 364403533 501(c)(3) 5181 Program Support Rush University Medical Center 1700 W Van Buren Chicago IL 60612 362174823 501(c)(3) 5179 Program Support La Rabida Children's Hospital 6501 S Promontory Chicago IL 60649 363240477 501(c)(3) 5066 Program Support Restoration Ministries Inc 253 East 159th Street Harvey IL 60426 363552070 501(c)(3) 5051 Program Support South Suburban Family Shelter Inc PO Box 937 Homewood IL 60430 363089796 501(c)(3) 5028 Program Support 261 Procedure for Monitoring Use of Grant Funds Inside U.S. Schedule I, Part I, Line 2 UWMC monitors the use of grants in the United States by requiring agencies to submit, no less than annually, information related to programs being funded. Information may include, but is not limited to, client demographics, program activities, program measurements and program outcomes. UWMC staff also convenes and converses with grantees on a regular basis. X false false X X X false false false false false false false false false Laura S Thrall 284178 0 7500 0 7700 0 3914 0 8773 0 312065 0 0 0 Laura Skarnulis 167041 0 5000 0 844 0 470 0 26126 0 199481 0 0 0 Wendy Duboe 171126 0 5000 0 699 0 5266 0 13444 0 195535 0 0 0 Joseph Vanyo 144221 0 4000 0 289 0 4489 0 8222 0 161221 0 0 0 Discretionary spending account Form 990, Schedule J, Part 1, Line 1a A car allowance (discretionary spending account) is included in the compensation arrangement for the President and CEO of the organization. The car allowance provides reimbursement for the use of the President and CEO's personal car when using such transportation, for example, to visit donors, agencies and others integral to carrying out the mission of the organization. The car allowance is treated as being part of the President and CEO's taxable compensation. Written policy disclosure Form 990, Schedule J, Part 1, Line 1b The car allowance ($700 per month) provided to President and CEO, was considered when determining the compensation for the top management official. The arrangement was reviewed and approved by the compensation & human resources board committee. X 57 479074 Cost/Selling Price X Printing/Advertising 1 76534 cost/selling price 0 false true true Third Party Assistance of Noncash Contributions Form 990, Schedule M, Part I, LIne 32B The organization uses two third-party brokerage organizations to process stock contributions. Nominal transaction fees are deducted from the gross proceeds upon sale of securities in the ordinary course of business consistent with industry practices. Number of Volunteers Form 990, Part I, Line 6 BOARD /POLICY MAKING VOLUNTEERS 87 LOANED EXECUTIVES 15 UNITED WAY CAMPAIGN VOLUNTEERS 194 INTERNAL CAMPAIGN COORDINATORS AND CAMPAIGN COMMITTEE VOLUNTEERS 2,363 COMMUNITY IMPACT/COMMUNITY BUILDING VOLUNTEERS 161 DAYS OF SERVICE VOLUNTEERS 3,507 ADVOCACY/PUBLIC POLICY VOLUNTEERS 100 OTHER VOLUNTEERS 285 TOTAL VOLUNTEERS 6,712 INCLUDED IN THE BOARD/POLICY MAKING VOLUNTEERS ARE BOARD OF DIRECTORS, KEY COMMITTEE VOLUNTEERS AND MEMBERS OF OUR CAMPAIGN CABINET. All other Achievements Form 990, Part III, Line 4d United way's 10-YEAR GOAL FOR INCOME IS TO ADVANCE ECONOMIC STABILITY FOR 100,000 HOUSEHOLDS. WE ARE LEADING A FINANCIAL STABILITY INITIATIVE THAT BRINGS TOGETHER COMMUNITY EXPERTS TO DETERMINE THE RIGHT MIX OF PROGRAMS THAT, TOGETHER, CAN GIVE PEOPLE IN UNITED WAY PARTNER COMMUNITIES THE OPPORTUNITY TO BECOME FINANCIALLY STABLE. UNITED WAY SUPPORTS INTEGRATED AND COLLABORATIVE PROGRAMS ACROSS THE REGION THAT COLLECTIVELY OFFER JOB TRAINING AND PLACEMENT AND ACCESS TO INCOME SUPPORTS SUCH AS STATE AND FEDERAL BENEFITS FOR WORKING FAMILIES. THESE PROGRAMS ARE COMPLEMENTED BY EDUCATIONAL SERVICES THAT TEACH PEOPLE ABOUT CREDIT, SAVING AND INVESTMENT, AS WELL AS ACCESS TO TAX PREPARATION SERVICES. EXECUTIVE COMMITTEE FORM 990, PART VI, LINE 1 THE EXECUTIVE COMMITTEE CONSISTS OF NOT LESS THAN FIVE MEMBERS OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE MEETS BETWEEN BOARD MEETINGS WHERE THE COMMITTEE exercises THE POWERS OF THE BOARD OF DIRECTORS IN DEALING WITH ACTIVITIES OF UWMC, TO THE EXTENT PERMITTED BY LAW. THE EXECUTIVE COMMITTEE REVIEWS COMPENSATION AND PERSONNEL ISSUES, AND THE EXECUTIVE COMMITTEE OVERSEES THE ADOPTION, COMMUNICATION AND ENFORCEMENT OF APPROPRIATE STANDARDS OF ETHICAL CONDUCT OF UWMC AND THE MEMBER UNITED WAYS ("MUWS"). ALL SUCH ACTIONS BY THE EXECUTIVE COMMITTEE ARE REPORTED TO THE BOARD OF DIRECTORS AT THE NEXT MEETING OF THE BOARD FOLLOWING SUCH EXECUTIVE COMMITTEE ACTION. MEMBERS FORM 990, PART VI, LINE 6 Members OF THE UWMC SHALL CONSIST OF UNITED WAYS WHICH THROUGH CERTIFICATION BY UNITED WAY WORLDWIDE FORMALLY PARTICIPATE IN THE UNITED WAY SYSTEM FOR METROPOLITAN CHICAGO. FORM 990 REVIEW PROCESS FORM 990, PART VI, LINE 11 A REVIEW OF THE FORM 990 WAS CONDUCTED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO THE FILING OF THE FORM 990. A COPY OF THE FORM 990 AND THE PRIOR YEAR FORM 990 WERE EMAILED TO THE AUDIT COMMITTEE TO ALLOW ADVANCE TIME FOR THE AUDIT COMMITTEE'S REVIEW. COMMENTS REGARDING THE PREPARATION OF THE FORM 990 WERE SHARED WITH THE AUDIT COMMITTEE. QUESTIONS OR COMMENTS FROM THE AUDIT COMMITTEE CONCERNING THE FORM 990 WERE SOLICITED. FOLLOWING THE REVIEW and approval OF THE AUDIT COMMITTEE, THE FORM 990 WAS PROVIDED BY EMAIL TO EACH OF THE OTHER VOTING MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO THE FILING OF THE FORM 990. WRITTEN CONFLICT OF INTEREST POLICY FORM 990, PART VI, LINE 12 THE ORGANIZATION HAS A FORMALIZED BUSINESS ETHICS POLICY ("ETHICS POLICY"). THE ETHICS POLICY IS APPLICABLE TO ALL EMPLOYEES AND DIRECTORS OF THE BOARD OF UWMC AND ITS MUWS, SPOUSES, AND CLOSE FAMILY MEMBERS OF ALL OFFICERS, DIRECTORS, AND EMPLOYEES. THE ETHICS POLICY ALSO APPLIES TO BOARD AND KEY COMMITTEES OF THE UWMC: EXECUTIVE, CHICAGO COUNCIL, NOMINATING, FINANCE, AUDIT, MEMBER ADVISORY, COMPENSATION, ENDOWMENT AND DIVERSITY; COLLECTIVELY REFERRED TO AS "THE UWMC ORGANIZATIONAL MEMBERSHIP." THE ETHICS POLICY INCLUDES A CODE OF BUSINESS ETHICS SECTION COVERING, AMONG OTHER TOPICS, COMPLIANCE WITH LAWS, RULES AND REGULATIONS; CONFLICT OF INTEREST; BRIBES, KICKBACKS AND OTHER IMPROPER PAYMENTS; MISAPPROPRIATION OR DISREGARD OF DONOR, EMPLOYEE, CUSTOMER PRIVATE DATA; ACCOUNTING PRACTICES; PROVIDING AND ACCEPTING ENTERTAINMENT; RECEIVING GIFTS AND PRIZES; GIVING GIFTS; POLITICAL CONTRIBUTIONS AND ACTIVITY; AND RECORDS/COMMUNICATIONS. THE ETHICS POLICY ALSO CONTAINS INFORMATION ABOUT WHISTLEBLOWER PROTECTION, CERTIFICATION OF COMPLIANCE WITH THE ETHICS POLICY AND REPORTING ILLEGAL OR UNETHICAL BEHAVIOR. REGARDING CONFLICTS OF INTEREST, THE UWMC ORGANIZATIONAL MEMBERSHIP IS PROHIBITED FROM PARTICIPATING IN ANY OUTSIDE BUSINESS VENTURE FOR FINANCIAL GAIN OR OTHERWISE THAT CONFLICTS WITH THE ORGANIZATION'S ON-GOING OR PROPOSED ACTIVITIES. A MEMBER OF THE UWMC ORGANIZATIONAL MEMBERSHIP CANNOT ENGAGE IN UWMC BUSINESS WITH ANY FIRM IN WHICH A CLOSE RELATIVE HAS AN EXECUTIVE POSITION OR A SIGNIFICANT FINANCIAL INTEREST UNLESS SUCH TRANSACTIONS ARE APPROVED IN ADVANCE BY AN OBJECTIVE SENIOR OFFICER (PRESIDENT OR STAFF ETHICS OFFICER) AND ARE REPORTED IN THE COMPLIANCE QUESTIONNAIRE. EACH MEMBER OF THE UWMC ORGANIZATIONAL MEMBERSHIP IS ANNUALLY REQUIRED TO COMPLETE, SIGN AND FORWARD RESPONSES TO A COMPLIANCE QUESTIONNAIRE ADDRESSED TO THE PRESIDENT OF UWMC (THE QUESTIONNAIRE ADDRESSES COMPLIANCE WITH ALL ASPECTS OF THE ETHICS POLICY, INCLUDING CONFLICTS OF INTEREST). THE STAFF ETHICS OFFICER (BOARD SECRETARY) SUMMARIZES THE RESULTS OF THE ANNUAL CERTIFICATION PROCEDURE AND REPORTS THE RESULTS TO THE BOARD OF DIRECTORS ANNUALLY IN DECEMBER. IN ADDITION TO THE AFOREMENTIONED CERTIFICATION PROCEDURE, ALL EMPLOYEES ARE REQUIRED TO PROMPTLY REPORT TO SUPERVISORS OR OTHER APPROPRIATE PERSONNEL INCLUDING OFFICERS, ANY OBSERVED ILLEGAL OR UNETHICAL BEHAVIOR AND TO SEEK ADVICE WHEN IN DOUBT ABOUT A PARTICULAR SITUATION. EMPLOYEES OR OTHERS MAY FILE A REPORT WITH ETHICSPOINT, AN ANONYMOUS-SOURCE FACILITATOR, AT ETHICSPOINT.COM OR BY PHONING 1.888.353.5703 OR BY WRITING TO UWMC. ALL REPORTS WILL BE BROUGHT TO THE ATTENTION OF THE STAFF ETHICS OFFICER, CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER AND EXECUTIVE TEAM; EXCLUDED WILL BE ANY ONE OF THIS GROUP THAT IS IMPLICATED. THE STAFF ETHICS OFFICER (OR ALTERNATIVELY THE CEO AND CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER) WILL DETERMINE THE PROPER PATH OF RESOLUTION FOR ALL REPORTS MADE. ALL REPORTS RELATING TO FINANCIAL MATTERS WILL BE BROUGHT TO THE ATTENTION OF THE AUDIT COMMITTEE. IN APPROPRIATE CIRCUMSTANCES, REPORTS MAY BE REFERRED TO AN OUTSIDE FACILITATOR FOR FEEDBACK TO THE INDIVIDUAL FILING THE COMPLAINT. PROCESS FOR COMPENSATION DETERMINATION FORM 990, PART VI, LINE 15 THE COMPENSATION AND HUMAN RESOURCES BOARD COMMITTEE ("CHRBC") OF THE BOARD OF DIRECTORS OF UWMC REVIEWS THE PERFORMANCE AND COMPENSATION OF the president, CEO, and other officers. FOR the president, CEO, and other officers, ANY COMPENSATION ADJUSTMENTS ARE ALSO REVIEWED BY THE CHRBC. SALARY DATA PERTAINING TO the president, CEO, and other officers IS PRESENTED TO THE CHRBC FOR ITS CONSIDERATION. THE SALARY DATA CONSISTS OF SALARY RANGES FROM (1) UNITED WAY WORLDWIDE SALARY DATA FOR EQUIVALENT POSITIONS AT OTHER SIMILAR UNITED WAY ORGANIZATIONS IN TERMS OF MARKET SIZE AND REVENUE SIZE AND (2) CHICAGO MARKET DATA FOR OTHER COMPARABLE, HUMANITARIAN ORGANIZATIONS. Deliberations and decisions of the CHRBC are contemporaneously documented in meeting minutes. PERFORMANCE SELF-EVALUATIONS ARE COMPLETED BY the president, CEO, and other officers AT THE CONCLUSION OF EACH FISCAL YEAR. THE CHAIRPERSON OF THE BOARD OF DIRECTORS COMPLETES A PERFORMANCE REVIEW OF THE PRESIDENT AND CEO USING 360-FEEDBACK FROM OTHER MEMBERS OF THE BOARD OF DIRECTORS. THE PERFORMANCE REVIEW IS PROVIDED TO THE CHRBC FOR ITS APPROVAL AND FOR REPORTING TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. ONCE REVIEWED BY THE EXECUTIVE COMMITTEE, THIS ACTION OF THE EXECUTIVE COMMITTEE IS REPORTED TO THE BOARD OF DIRECTORS AT ITS NEXT MEETING. THIS REVIEW of the president's and CEO's performance and salary WAS MOST RECENTLY PERFORMED FOR THE FISCAL YEAR ENDED JUNE 30, 2012. THE PRESIDENT AND CEO COMPLETES PERFORMANCE REVIEWS FOR THE OTHER OFFICERS, IF THE OTHER OFFICERS ARE DIRECT REPORTS. THE CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER PERFORMS REVIEWS OF DIRECT REPORTS INCLUDING OFFICERS. the president, CEO, and the Senior Vice OF TALENT MANAGEMENT PRESENT A SUMMARY OF PERFORMANCE RATINGS AND SALARY DATA, AS DEFINED PREVIOUSLY, For ALL THE OFFICERS TO THE CHRBC FOR THEIR CONSIDERATION. THIS REVIEW OF THE OFFICERS' PERFORMANCE AND SALARY WAS MOST RECENTLY PERFORMED FOR THE FISCAL YEAR ENDED JUNE 30, 2012. THE PERFORMANCE OF KEY EMPLOYEES SEPARATED FROM THE ORGANIZATION PRIOR TO JUNE 30, 2012 WAS NOT REVIEWED AT THE END OF THE FISCAL YEAR. DOCUMENTS MADE AVAILABLE TO THE PUBLIC FORM 990, PART VI, LINE 18 UWMC FORM 1023, APPLICATION FOR RECOGNITION OF EXEMPTION, IS AVAILABLE ON UWMC'S WEBSITE AT WWW.UW-MC.ORG. UWMC MAKES ITS FORM 990 AVAILABLE UPON REQUEST AND ON UWMC'S WEBSITE. DOCUMENTS MADE AVAILABLE TO THE PUBLIC FORM 990, PART VI, LINE 19 UWMC MAKES ITS GOVERNING DOCUMENTS, THE BYLAWS AND ARTICLES OF INCORPORATION, THE MOST RECENT AUDITED FINANCIAL STATEMENTS AND A LINK TO ETHICSPOINT AVAILABLE ON THE UWMC WEBSITE (HTTP://WWW.UW-MC.ORG). ETHICSPOINT IS A CUSTOMIZED PAGE CREATED FOR THE UWMC AND ITS MEMBER UNITED WAYS. WITHIN ETHICSPOINT, THERE IS A LINK TO THE BUSINESS ETHICS POLICY CONTAINING THE CONFLICT OF INTEREST POLICY. MANAGEMENT FEES FROM MEMBER UNITED WAYS Form 990, Part VIII, Line 2 UWMC PROVIDES SUPPORT SERVICES TO THE MUWs AND AFFILIATE ORGANIZATIONS SUCH AS PAYROLL, BUDGETING, FINANCIAL STATEMENT PREPARATION, IT SUPPORT, DESIGNATION PROCESSING, WORKPLACE CAMPAIGN PROCESSING, HR SUPPORT, INSURANCE AND PROCUREMENT. UWMC ACTS AS AGENT FOR THE MUWS IN PROCESSING PLEDGES, RECEIVING CASH ON PLEDGES, AND PAYING MUW ALLOCATIONS AND EXPENSES. CASH RECEIPT AND PAYMENT ACTIVITIES AND THE SUPPORT REIMBURSEMENT ARRANGEMENT TOGETHER RESULT IN INTERCOMPANY RECEIVABLES AND PAYABLES THROUGHOUT EACH FISCAL YEAR FOR UWMC AND THE MUWS. UWMC PROVIDES THESE MANAGEMENT SERVICES AT COST AND MANAGEMENT BELIEVES THESE FEES ARE RELATED TO THE OVERALL MISSION OF THE UNITED WAY. FUNCTIONAL EXPENSES Form 990, PART IX, SUMMARY UWMC CALCULATES ITS 2011 TAX YEAR (FISCAL YEAR ENDED JUNE 30, 2012) OVERHEAD RATE USING THE SUM OF MANAGEMENT AND GENERAL TOTAL EXPENSES (4,793,573; COLUMN C) AND FUNDRAISING TOTAL EXPENSES (3,989,153; COLUMN D) REPORTED IN PART IX (STATEMENT OF FUNCTIONAL EXPENSES) DIVIDED BY THE TOTAL REVENUE REPORTED IN PART VIII, LINE 12 OF COLUMN A (46,990,030). THIS OVERHEAD RATE FOR THE 2011 TAX YEAR IS 18.7% COMPARED TO 17.4% FOR THE 2010 TAX YEAR (FISCAL YEAR ENDED JUNE 30, 2011). THE CHANGE IN THE OVERHEAD RATE WAS DUE PRINCIPALLY TO A COMBINATION OF FACTORS: (1) A DECREASE IN REVENUE OF $1.4M, (2) A CHANGE IN REPORTING IN THE FORM WHERE A PRIOR YEAR CAMPAIGN PLEDGE RECEIVABLE WRITE-OFF IS NOW REPORTED AS AN ITEM WITHIN THE RECONCILIATION OF ASSETS, AND (3) BECAUSE THE UWMC FOCUS HAS CHANGED TO COMMUNITY IMPACT IN THE AREAS OF INCOME, HEALTH AND EDUCATION, THE ALLOCATION METHODOLOGY FOR FUNCTIONAL EXPENSES WAS RE-EVALUATED TO BETTER REFLECT HOW THE OPERATIONS OF THE ORGANIZATION ARE SUPPORTING THE MISSION, RESULTING IN DIFFERENCES IN PROGRAM SERVICES AND SUPPORT SERVICES IN FISCAL YEAR 2012 COMPARED TO FISCAL YEAR 2011. IN TOTAL, FUNCTIONAL EXPENSES REMAINED FLAT IN FISCAL YEAR 2012 COMPARED TO FISCAL YEAR 2011. UWMC PROVIDES SUPPORT TO THE MUWS. A SUPPORT SERVICE FEE IS ASSESSED TO EACH MUW, HOWEVER NOT ALL COSTS ARE PASSED ON TO THE MUWS. THEREFORE, THE UWMC OVERHEAD RATE WILL BE IMPACTED BY THESE COSTS. UWMC CONTINUES TO ADOPT COST SAVINGS MEASURES IN LIGHT OF THE UNCERTAIN ECONOMY. THESE MEASURES WILL LAG BEHIND REVENUE DECLINES. OTHER CHANGES IN NET ASSETS OR FUND BALANCES FORM 990, PART XI, LINE 5 LOSS ON 2010 CAMPAIGN PLEDGES (498,042) Net unrealized gains on investments (26,207) PENSION RELATED CHANGE (5,326,342) DESIGNATION FEES (226,479) IMPAIRMENT LOSS ON ASSETS HELD FOR SALE (1,370,292) TOTAL CHANGE IN NET ASSETS OR FUND BALANCES $(7,447,362) THE PENSION RELATED CHANGE OF $5.3M IS DUE PRIMARILY TO A DECREASE IN THE PENSION DISCOUNT RATE CAUSED BY BANKS' DOWNGRADE IN JUNE 2012 BY MOODY'S. THIS DECREASE IN THE PENSION DISCOUNT RATE INCREASED THE UNFUNDED STATUS OF UWMC'S PENSION PLAN. ON AUGUST 3, 2012, UWMC SOLD ITS MAJORITY OWNERSHIP OF ITS HEADQUARTERS BUILDING LOCATED AT 560 WEST LAKE STREET, CHICAGO, IL FOR $5,300,000. AS A RESULT, AN IMPAIRMENT LOSS ON ASSETS HELD FOR SALE OF $1,370,292 WAS RECORDED AT JUNE 30, 2012. ON AUGUST 13, 2012, UWMC EXERCISED ITS OPTION TO FULLY REDEEM ITS BONDS OF $2,675,000 USING THE PROCEEDS FROM THE SALE. THE SALE PLACES UWMC IN A MUCH BETTER LONG-TERM FINANCIAL POSITION AND ALLOWS A FOCUS OF RESOURCES IN PLANNING FOR LONG-TERM SECURITY AND SERVING THE COMMUNITY.