2011-02-08T10:58:34-06:00 2010-06-30 SHECHTMAN MARKS DEVOR PC 2000 MARKET STREET SUITE 500 PHILADELPHIA PA 19103 990 2009-07-01 232913784 UNIVERSITY CITY DISTRICT UNIV 2152430555 3940-42 CHESTNUT STREET PHILADELPHIA PA 19104 Matt Bergheiser 2152430555 2011-01-28 1 MICHAEL SUTTER CPA 2154969200 2009 2016-02-24 21:20:13Z Matt Bergheiser 3490 CHESTNUT STREET PHILADELPHIA PA 19104 6292378 0 X www.universitycity.org X 1997 PA To foster a vibrant, competitive University City. 23 23 13 0 0 0 4261462 5009218 1283436 1231253 41662 22865 21133 23137 5607693 6286473 0 0 887308 942506 0 126920 4996408 4777561 5883716 5720067 -276023 566406 4054217 4686481 317891 360606 3736326 4325875 The organization works to make university city more vibrant and competitive by improving quality of life, marketing and promoting the neighborhood, undertaking commercial and public space revitilization efforts, and connecting residents to economic opportunity. 0 0 2991953 313504 Public Safety and Public Space Maintenance - University City District's seven-day-a-week team of 41 ambassadors and 29 maintenance workers help to set the foundation for a clean, safe, welcoming and vibrant University City District for tens of thousands of residents, employees, students and visitors. They serve as a highly visible deterrent to crime, providing additional eyes and ears on the street for police and security patrols. They also work to eliminate graffiti and supplement trash removal on University City sidewalks. Approximately 50,000 people, 50 organizations and 150 businesses benefit from the program. 459618 11917 Marketing and Communications - University City District staff promote the neighborhood as a vibrant destination, running outdoor events, organizing retail and restaurant promotions, and driving pedestrian traffic to University City's commercial corridors. Approximately 50,000 people, 50 organizations and 150 businesses benefit from the program. 1490429 902649 Planning & Economic Development - University City District plans and implements public space improvements, capital investments and facade upgrades to promote the commercial and residential vibrancy of the neighborhood. The District's focus on retail attraction and support adds to the commercial landscape of University City. In addition, the District organizes its institutional and business partners around shared services, most notably LUCY (Loop Through University City). LUCY is a mini-transit system, operated by SEPTA, that provides a critical link between Philadelphia's transportation hub at 30th Street Station and University City's largest employers. Approximately 50,000 people, 50 organizations and 150 businesses benefit from the program. 12396 3183 West Philadelphia Skills Initiative - Launched in 2009, the Districts West Philadelphia Skills Initiative program builds on the institutional partnership at the core of the Districts operations, and creates programs to connect West Philadelphia residents to entry level, high priority jobs at the health systems and universities in the District. The Skills Initiative encompasses a summer jobs program, a health care apprenticeship initiative for young adults and various pipeline programs into career opportunities. Approximately 50,000 people, 50 organizations and 150 businesses benefit from the program. 12396 3183 4954396 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 13 1 0 0 0 0 0 0 0 0 0 0 0 23 23 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X X MATT BERGHEISER EXECUTIVE DIRECTOR 2152430555 3940-42 CHESTNUT STREET PHILADELPHIA PA 19104 CRAIG CARNAROLI 2.00 X 0 0 0 JAMES R TUCKER 2.00 X 0 0 0 DAVID J ADELMAN 2.00 X 0 0 0 JOSEPH TRAINOR 2.00 X 0 0 0 Maureen Rush 2.00 X 0 0 0 Anthony Bartolomeo 1.00 X 0 0 0 Madeline Bell 1.00 X 0 0 0 Dorothy Welch Berlind 1.00 X 0 0 0 della clark 1.00 X 0 0 0 Barry Grossbach 1.00 X 0 0 0 Curtis M Hess 1.00 X 0 0 0 lindsay johnston 1.00 X 0 0 0 Michael Jones 1.00 X 0 0 0 Daniel Liberatoscioli 1.00 X 0 0 0 DONALD E MELNiCK 1.00 X 0 0 0 Mark Mendenhall 1.00 X 0 0 0 christopher d montello 1.00 X 0 0 0 Carole Parker 1.00 X 0 0 0 max paul 1.00 X 0 0 0 Susan E Phillips 1.00 X 0 0 0 Anthony S Rimikis 1.00 X 0 0 0 William Schwartz 1.00 X 0 0 0 Earl Williams 1.00 X 0 0 0 matthew bergheiser 40.00 X 82916 0 15976 82916 0 15976 0 0 0 0 0 5009218 5009218 LUCY INCOME 485000 902649 902649 PUBLIC SAFETY 900099 219253 219253 GENERAL SERVICES 900099 70618 70618 DINING DAYS 900099 9022 9022 MARKETING PROGRAM 900099 2895 2895 26816 26816 1231253 22865 22865 29042 5905 23137 23137 6286473 1231253 0 46002 173892 93032 63645 17215 620798 346881 213746 60171 86552 53733 21264 11555 61264 37899 18189 5176 6359 6359 61525 34414 27111 71858 31397 33822 6639 62423 24486 29412 8525 93969 93969 37997 12225 25249 523 SAFETY AND MAINTENANCE 2730024 2730024 LUCY PROGRAM 902649 902649 PROJECT COSTS 397848 391979 5869 clark park maintenance 66229 66229 MARKETING, SPONSORSHIPS 65025 60775 4250 281655 168673 101735 11247 5720067 4954396 638751 126920 600 600 2432703 2553083 126205 493063 67350 54325 2146514 843147 1256567 1303367 96608 168668 74184 113375 4054217 4686481 218905 278178 98986 82428 317891 360606 X 3130482 3420256 605844 905619 3736326 4325875 4054217 4686481 X 0 1 1 X 0 X 3895776 4478804 4846937 4261462 5009218 22492197 1359707 1362348 1207686 1283436 1204437 6417614 5255483 5841152 6054623 5544898 6213655 28909811 0 0 0 28909811 51310 62339 50693 41662 22865 228869 51310 62339 50693 41662 22865 228869 33652 3209 5078 1102 26816 69857 5340445 5906700 6110394 5587662 6263336 29208537 0.98980 0.99010 0.00780 0.00810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 157974 60000 27886 3019 242841 177588 15000 -34614 157974 0.69000 0.31000 1 0 1894388 673645 1220743 190986 132653 58333 61140 36849 24291 1303367 deferred revenue 82428 82428 6286473 5720067 566406 23143 23143 589549 6491231 23143 175710 5905 204758 6286473 0 6286473 5901682 175710 5905 181615 5720067 0 5720067 Part V, Line 4: Description of Intended Use of Endowment Funds: THE TERM ENDOWMENT IS TO BE USED TO BENEFIT CLARK PARK. THE QUASI-ENDOWMENT WAS ESTABLISHED BY THE BOARD AS A RESERVE FOR THE FURTHERANCE OF THE ORGANIZATION'S MISSION. PART XI LINE 8: UNREALIZED GAIN ON INVESTMENT BY THIRD PARTY 15,826 UNREALIZED GAIN 7,317 TOTAL OTHER ADJUSTMENTS 23,143 PART XII, LINE 2D DIRECT EXPENSES FOR FUNDRAISER 5,905 PART XIII, LINE 2D DIRECT EXPENSES FOR FUNDRAISER 5,905 Part X, Fin 48 Footnote: Uncertain tax positions: The District has adopted the new accounting for uncertainty in income taxes guidance on July 1, 2009. The guidance requires entities to evaluate, measure, recognize and disclose any uncertain income tax positions taken on their respective returns. The adoption of that guidance by the District resulted in no change to net assets. As of June 30, 2010, the District believes that they have no unrecognized tax benefits or obligations. The District continually evaluates expiring statutes of limitations, audits, proposed settlements, changes in tax law and new authoritative rulings. The District files an informational return in the U.S. federal jurisdiction and a Pennsylvania charitable registration filing. The U.S. federal and state jurisdictions have statutes of limitation that generally range from three to five years. Clark Park Party 29042 29042 5905 29042 29042 5905 5905 23137 Form 990, Part VI, Section A, line 2 MAUREEN RUSH, A VICE-PRESIDENT AT THE UNIVERSITY OF PENNSYLVANIA, REPORTS TO CRAIG CARNAROLI, THE EXECUTIVE VICE-PRESIDENT AT THE UNIVERSITY OF PENNSYLVANIA. THE BOARD'S SHARED COLLABORATIVE NATURE HAS PROVIDED THE FOUNDATION FOR UCD's CREATION. THIS SAME SHARED VISION FOR COLLABORATION AND INNOVATION HAS ALLOWED THE BOARD MEMBERS TO PARTNER WITH EACH OTHER IN THE AREAS OF EDUCATION, RESEARCH, HEALTH CARE AND DEVELOPMENT. Form 990, Part VI, Section B, line 11 The auditor submits a draft 990 to the executive director and treasurer for review. They will, in turn, provide a copy to the executive/finance committee for their review. Questions and comments from their review will be forwarded to the treasurer. The treasurer will convey these questions and comments to the auditors. The treasurer will report back to the executive/finance committee with the auditor's comments. At that time the executive/finance committee will either approve the draft or contact the auditor with additional comments. After the executive/finance committee approves the draft 990, the board will be notified by email that the draft has been reviewed by the executive/finance committee and has been accepted by them and a copy of the draft 990 will be attached. Form 990, Part VI, Section B, line 12c Board members are reminded to report the potential of a conflict of interest at board meetings, at which time it wouLD be discussed among the board. Should a conflict be declared, the conflicted member would recuse himself or herself in accordance with the corporate policy. Form 990, Part VI, Section B, line 15a A COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF THE UNIVERSITY CITY DISTRICT REVIEWS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR, AND SETS COMPENSATION. THE COMMITTEE CONSISTS OF THE BOARD CHAIRMAN, VICE CHAIRMAN AND TREASURER. COMPENSATION IS BENCHMARKED THROUGH THE INTERNATIONAL DOWNTOWN ASSOCIATION'S COMPENSATION SURVEY. THE EXECUTIVE DIRECTOR IS THE ONLY EMPLOYEE SUBJECT TO THIS REVIEW PROCESS. The last time it was undertaken was in fiscal year 2009 to set compensation for a new director hired at the beginning of fiscal year 2010. Form 990, Part VI, Section C, line 19 The organization's governing documents, financial statements and conflict of interest policies are available to the public upon request through the organization's website.