Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 07-01-2011 and ending 06-30-2012
BCheck if applicable:
CName of organization
United Way of Metropolitan Chicago Inc
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
560 West Lake Street
 
Room/suite
City or town, state or country, and ZIP + 4
Chicago, IL606611499
D Employer identification number

30-0200478
E Telephone number

G Gross receipts $ 47,582,709
F Name and address of principal officer:
Wendy DuBoe
560 West Lake Street
Chicago,IL606611499
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.uw-mc.org
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 2004
M State of legal domicile: IL
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: United Way of Metropolitan Chicago improves lives by mobilizing caring people to invest in the community where their resources are needed most.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a)..... 3 25
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 24
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 113
6 Total number of volunteers (estimate if necessary) .... 6 6,712
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b  
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 47,429,505 46,003,818
9 Program service revenue (Part VIII, line 2g) ......... 0 821,099
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 84,108 79,633
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 873,584 85,480
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 48,387,197 46,990,030
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 33,420,522 34,963,213
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 7,820,954 8,206,946
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet3,989,153    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 3,073,687 3,317,957
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 44,315,163 46,488,116
19 Revenue less expenses. Subtract line 18 from line 12....... 4,072,034 501,914
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 38,024,288 34,800,815
21 Total liabilities (Part X, line 26)............. 12,995,311 16,717,286
22 Net assets or fund balances. Subtract line 21 from line 20..... 25,028,977 18,083,529
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid preparer use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image
Firm's address Right pointing arrowhead image



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
Form 990 (2011)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III .........
1
Briefly describe the organization’s mission: United Way of Metropolitan Chicago improves lives by mobilizing caring people to invest in the community where their resources are needed most.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 21,541,538 including grants of $ 21,541,538 ) (Revenue $ 821,099 )
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).
4b (Code:   ) (Expenses $ 7,816,426 including grants of $ 6,490,379 ) (Revenue $   )
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.
4c (Code:   ) (Expenses $ 5,306,950 including grants of $ 4,406,633 ) (Revenue $   )
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.
4d Other program services (Describe in Schedule O.)
(Expenses $ 3,040,476 including grants of $ 2,524,663 ) (Revenue $   )
4e Total program service expensesMediumBullet$ 37,705,390
Form 990 (2011)
Form 990 (2011)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part IIClick to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part IIIClick to see attachment........................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment....................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements.
20b
 
 
Form 990 (2011)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II.........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV...................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV..
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1.....................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2...
35b
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2...........
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V .........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
29
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
113
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
No
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2011)
Form 990 (2011)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI .........
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
1a
25
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
24
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ..........
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ....
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes," to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
IL
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
LAURA L SKARNULIS
560 WEST LAKE STREET
Chicago,IL606611499
(312) 906-2236
Form 990 (2011)
Form 990 (2011)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII .........
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) Amy R Fahey
Board Member
 1.0 X           0 0 0
(2) Andrew J McKenna Sr
Board Member
 1.0 X           0 0 0
(3) Tyrone C Fahner
Board Member
 1.0 X           0 0 0
(4) Arlene Kowalczyk
Board Member
 1.0 X           0 0 0
(5) Bruce J Piller
Board Member
 1.0 X           0 0 0
(6) Carol Good Kloster
Board Member
 1.0 X           0 0 0
(7) Dean Harrison
Board Member
 1.0 X           0 0 0
(8) Ellen Costello
ChairPerson
 3.0 X   X       0 0 0
(9) Frank W Clark
Board Member
 1.0 X           0 0 0
(10) Frederick H Waddell
Vice ChairPerson
 2.0 X   X       0 0 0
(11) George Brooks
Board Member
 1.0 X           0 0 0
(12) Jay L Henderson
Vice ChairPerson
 2.0 X   X       0 0 0
(13) Paul La Schiazza
Board Member
 1.0 X           0 0 0
(14) Jorge Ramirez
Board Member
 1.0 X           0 0 0
(15) Thomas F Bennington Jr
Board Member
 1.0 X           0 0 0
(16) Timothy P Maloney
Board Member
 1.0 X           0 0 0
(17) Deborah L Dehaas
Vice Chairperson
 2.0 X   X       0 0 0
Form 990 (2011)
Form 990 (2011)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) Lester H McKeever Jr
Board Member
 1.0 X           0 0 0
(19) Martha Hinchman
Treasurer
 2.0 X   X       0 0 0
(20) W James Farrell
Board Member
 1.0 X           0 0 0
(21) Laura S Thrall
President / CEO
 37.5 X   X       299,378 0 12,687
(22) Alison L Chung
Board Member
 1.0 X           0 0 0
(23) Joseph A Gregoire
Board Member
 1.0 X           0 0 0
(24) Daniel G Kaye
Board Member
 1.0 X           0 0 0
(25) Kristie Paskvan
Board Member
 1.0 X           0 0 0
(26) Deborah K Price
Board Member
 1.0 X           0 0 0
(27) William A Von Hoene Jr
Board Member
 1.0 X           0 0 0
(28) David B Speer
Board Member
 1.0 X           0 0 0
(29) Kathryn Hayley
Board Member
 1.0 X           0 0 0
(30) Alice Barda
VP Resource and Development
 37.5     X       106,634 0 19,223
(31) Jennifer Fronek
VP of FInance
 37.5     X       87,472 0 11,431
(32) Laura Skarnulis
CFO/COO
 37.5     X       172,885 0 26,596
(33) Serita Guyton
EA/Secretary
 37.5     X       84,685 0 16,595
(34) Wendy Duboe
President / CEO
 37.5     X       176,825 0 18,710
(35) Joseph Vanyo
Sr. VP Operations
 37.5     X       148,510 0 12,711
(36) Anna Clarke
VP Mrktng and communication
 37.5     X       0 0 0
(37) Sandra Kay-Weaver
Sr VP Talent Mgmt & Inclusion
 37.5     X       25,020 0 199
(38) Christal H Stinson
VP Indiv & Major Gifts
 37.5         X   113,662 0 4,725
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 1,215,071 0 122,877
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet6
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
Pitney Bowes
PO Box 845801
DALLAS,TX75284 		Administrative 183,206
Grant Thornton LLP
175 W Jackson Blvd 20th Fl
CHICAGO,IL606042615 		Accounting 163,758
UPIC Solutions
2400 Reading Road
CINCINNATI,OH45202 		Technology 132,206
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet3
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a 410,742
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e 21,654
f All other contributions, gifts, grants, and
similar amounts not included above1f 		45,571,422
g Noncash contributions included in lines 1a-1f:$ 555,608
h Total. Add lines 1a-1f.......MediumBullet 46,003,818
Program Service Revenue Business Code
2a MANAGEMENT FEE FROM OTHER UW ORGS 561,000 821,099 821,099    
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 821,099
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 43,800     43,800
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties............MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents 180,939  
b Less: rental expenses 95,459  
c Rental income or (loss) 85,480  
d Net rental income or (loss).......MediumBullet 85,480     85,480
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 533,053 0
b Less: cost or other basis and sales expenses 497,220 0
c Gain or (loss) 35,833 0
d Net gain or (loss)..........MediumBullet 35,833     35,833
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 0
12 Total revenue. See Instructions....MediumBullet 46,990,030 821,099   165,113
Form 990 (2011)
Form 990 (2011)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Check if Schedule O contains a response to any question in this Part IX. .........
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 34,963,213 34,963,213
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 1,445,998 276,544 693,158 476,296
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 5,280,292 1,317,193 2,130,042 1,833,057
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 81,289 22,513 30,055 28,721
9 Other employee benefits ....... 945,669 225,647 412,677 307,345
10 Payroll taxes ........... 453,698 116,058 177,207 160,433
11 Fees for services (non-employees):        
a Management ...... 357,015 153,883 151,455 51,677
b Legal ......... 46,287 18,424 10,052 17,811
c Accounting ........... 161,620   161,620  
d Lobbying ........... 23,429 23,429    
e Professional fundraising. See Part IV, line 17.. 0  
f Investment management fees ...... 280,881 81,682 120,232 78,967
g Other .......... 257,720 -763 128,430 130,053
12 Advertising and promotion .... 351,734 54,159 63,732 233,843
13 Office expenses ....... 148,216 29,654 51,452 67,110
14 Information technology ...... 433,037 115,691 190,763 126,583
15 Royalties .. 0      
16 Occupancy ........... 240,140 60,195 88,844 91,101
17 Travel ............ 97,301 26,466 32,235 38,600
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 25,190 6,753 3,943 14,494
20 Interest ........... 15,013 3,599 5,753 5,661
21 Payments to affiliates ....... 506,232 121,351 193,992 190,889
22 Depreciation, depletion, and amortization ..... 296,601 71,070 113,675 111,856
23 Insurance .............. 50,508 12,070 19,468 18,970
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a STAFF DEVELOPMENT 22,288 3,393 13,184 5,711
b MEMBERSHIP/DUES 4,745 3,166 1,604 -25
c
d
e
f All other expenses        
25 Total functional expenses. Add lines 1 through 24f 46,488,116 37,705,390 4,793,573 3,989,153
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 650 1 650
2 Savings and temporary cash investments ....... 12,676,158 2 11,687,095
3 Pledges and grants receivable, net ......... 15,245,560 3 15,165,699
4 Accounts receivable, net ......... 514,574 4 -370,939
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 0 5 0
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L .......... 0 6 0
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 0 8 0
9 Prepaid expenses and deferred charges ............ 260,812 9 529,938
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 7,212,205
b Less: accumulated depreciation. ..... 10b 2,131,042 6,678,372 10c 5,081,163
11 Investments—publicly traded securities .......... 2,484,165 11 2,707,209
12 Investments—other securities. See Part IV, line 11 ...... 0 12 0
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ......... 0 14 0
15 Other assets. See Part IV, line 11 ........... 163,997 15 0
16 Total assets. Add lines 1 through 15 (must equal line 34)... 38,024,288 16 34,800,815
Liabilities 17 Accounts payable and accrued expenses . 4,938,304 17 4,667,720
18 Grants payable .......... 0 18 0
19 Deferred revenue .......... 0 19 0
20 Tax-exempt bond liabilities .......... 2,850,000 20 2,675,000
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D..... 5,207,007 25 9,374,566
26 Total liabilities. Add lines 17 through 25..... 12,995,311 26 16,717,286
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 5,831,403 27 -1,186,590
28 Temporarily restricted net assets ..... 16,850,469 28 16,913,964
29 Permanently restricted net assets ..... 2,347,105 29 2,356,155
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 25,028,977 33 18,083,529
34 Total liabilities and net assets/fund balances ..... 38,024,288 34 34,800,815
Form 990 (2011)
Form 990 (2011)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI .........
1
Total revenue (must equal Part VIII, column (A), line 12) ...
1
46,990,030
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
46,488,116
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
501,914
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
25,028,977
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
-7,447,362
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) ....
6
18,083,529
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII .........
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?....
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. ...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2011)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
United Way of Metropolitan Chicago Inc
 
Employer identification number

30-0200478
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 63,492,788 50,651,521 47,954,345 47,429,505 46,003,818 255,531,977
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3.. 63,492,788 50,651,521 47,954,345 47,429,505 46,003,818 255,531,977
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..           50,607,782
6 Public Support. Subtract line 5 from line 4.           204,924,195
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
7 Amounts from line 4.. 63,492,788 50,651,521 47,954,345 47,429,505 46,003,818 255,531,977
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 553,759 278,149 220,597 229,664 224,739 1,506,908
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).           257,038,885
12
12
2,429,028
13
Section C. Computation of Public Support Percentage
14
14
79.725 %
15
15
80.537 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2011
Name of organization
United Way of Metropolitan Chicago Inc
 
Employer identification number

30-0200478
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 2
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
United Way of Metropolitan Chicago Inc
  		Employer identification number

30-0200478
Part I
Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 3
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
United Way of Metropolitan Chicago Inc
  		Employer identification number

30-0200478
Part II
Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 4
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
United Way of Metropolitan Chicago Inc
  		Employer identification number

30-0200478
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
Use duplicate copies of Part III if additional space is needed
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
If the organization answered “Yes” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
United Way of Metropolitan Chicago Inc
 
Employer identification number

30-0200478
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2011

Schedule C (Form 990 or 990-EZ) 2011
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check expenses, and share of excess lobbying expenditures).
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ...... 11,179  
b Total lobbying expenditures to influence a legislative body (direct lobbying) ....... 12,250  
c Total lobbying expenditures (add lines 1a and 1b) ................... 23,429  
d Other exempt purpose expenditures ........................ 44,022,934  
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 44,046,363  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 1,000,000  
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) ................. 250,000  
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) Total
             
2a Lobbying non-taxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		        6,000,000
             
c Total lobbying expenditures 40,467 18,775 18,662 23,429 101,333
             
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		         1,500,000
             
f Grassroots lobbying expenditures 18,628 14,636 14,421 11,179 58,864
Schedule C (Form 990 or 990-EZ) 2011


Schedule C (Form 990 or 990-EZ) 2011
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each “Yes” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
 
c
Media advertisements? ....................................
 
 
 
d
Mailings to members, legislators, or the public? .........................
 
 
 
e
Publications, or published or broadcast statements? .......................
 
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
 
 
i
Other activities? ..........................
 
 
 
j
Total. Add lines 1c through 1i ...............................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2 are answered “No” OR (b) Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, Part II-A; line 5; and Part ll-B, line 1.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2011

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
United Way of Metropolitan Chicago Inc
 
Employer identification number

30-0200478
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958), relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 2,392,255 1,833,774 1,377,012 998,523
b Contributions ........ 195,156 155,506 302,338 492,210
c Net investment earnings, gains, and losses ... 54,597 402,975 154,424 -113,721
d Grants or scholarships .....        
e Other expenditures for facilities
and programs ........ 		       
f Administrative expenses ....        
g End of year balance ...... 2,642,008 2,392,255 1,833,774 1,377,012
2
Provide the estimated percentage of the year end balance (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet0 %
b
Permanent endowment SchDMd Bullet83.000 %
c
Temporarily restricted endowment SchDMd Bullet17.000 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   778,050 778,050
b Buildings ................   4,089,269 0 4,089,269
c Leasehold improvements ............        
d Equipment ................   2,344,886 2,131,042 213,844
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 5,081,163
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Book value
Federal Income Taxes 0
LIABILITIES FOR PENSION BENEFITS 9,258,478
OBLIGATION UNDER CAPITAL LOSS 11,958
DEFERRED COMPENSATION 104,130






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 9,374,566
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 46,990,030
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 46,488,116
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 501,914
4 Net unrealized gains (losses) on investments .......................... 4 -26,207
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV.) ................................. 8 -7,421,155
9 Total adjustments (net). Add lines 4 through 8 ......................... 9 -7,447,362
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 -6,945,448
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 27,223,548
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a -26,207
b Donated services and use of facilities ......... 2b 399,190
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d ..................... 2e 372,983
3 Subtract line 2e from line 1..................... 3 26,850,565
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV.) ........... 4b 20,139,465
c Add lines 4a and 4b....................... 4c 20,139,465
5 Total Revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 46,990,030
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 27,472,362
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 399,190
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV.) ............ 2d -19,414,944
e Add lines 2a through 2d...................... 2e -19,015,754
3 Subtract line 2e from line 1..................... 3 46,488,116
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 46,488,116
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
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.
Schedule D (Form 990) 2011

Additional Data


Software ID:  
Software Version:  




Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
United Way of Metropolitan Chicago Inc
 
Employer identification number
30-0200478
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) United Way of Metro Chicago560 W Lake St
Chicago,IL60661 		30-0200478 501(c)(3) 7,148,317       Program Support
(2) United Way of DuPageWest CookPO Box 5317
Oak Brook,IL60522 		45-1534557 501(c)(3) 2,692,123       Program Support
(3) Catholic Charities of the Archdiocese721 North LaSalle
Chicago,IL60654 		36-2170821 501(c)(3) 2,082,035       Program Support
(4) Robert R McCormick Foundation205 N Michigan Ave
Chicago,IL60601 		36-6046973 501(c)(3) 2,000,000       Program Support
(5) American Red Cross of Greater Chicago2200 West Harrison
Chicago,IL60612 		36-0728727 501(c)(3) 1,903,807       Program Support
(6) South Southwest Suburban United Way4711 Midlothian Tpke
Crestwood,IL60445 		23-7144594 501(c)(3) 1,642,760       Program Support
(7) Jewish Federation of Metropolitan Chi30 South Wells Street
Chicago,IL60606 		36-2167761 501(c)(3) 1,313,435       Program Support
(8) Northwest Suburban United Way550 Business Ctr
Mount Prospect,IL60056 		23-7116020 501(c)(3) 1,232,477       Program Support
(9) Metropolitan Family ServicesOne North Dearborn Street
Chicago,IL60602 		36-2167940 501(c)(3) 964,176       Program Support
(10) North Shore United Way5010 Oakton Street
Skokie,IL60077 		45-1534224 501(c)(3) 812,482       Program Support
(11) Salvation Army5040 North Pulaski Road
Chicago,IL60610 		36-2167909 501(c)(3) 748,997       Program Support
(12) YMCA Of Metropolitan Chicago801 North Dearborn
Chicago,IL60610 		36-2179781 501(c)(3) 657,915       Program Support
(13) Association House of Chicago1116 North Kedzie Avenue
Chicago,IL60651 		36-2166961 501(c)(3) 265,362       Program Support
(14) Carole Robertson Center for Learning2020 West Roosevelt Road
Chicago,IL60608 		36-2882124 501(c)(3) 252,038       Program Support
(15) Local Initiatives Support Corporation135 South LaSalle Street
Chicago,IL60603 		13-3030229 501(c)(3) 250,702       Program Support
(16) (LAF) Legal Assistance Foundation of Metro111 West Jackson Blvd
Suite 2230
Chicago,IL60604 		36-2754650 501(c)(3) 237,392       Program Support
(17) United Way of Metro Chicago560 W Lake St
Chicago,IL60661 		30-0200478 501(c)(3) 226,479       Program Support
(18) Erie Neighborhood House1701 West Superior Street
560 W Lake St
Chicago,IL60622 		36-3043253 501(c)(3) 214,088       Program Support
(19) Chicago Lighthouse for People Who Are Blind1850 West Roosevelt Road
Chicago,IL60608 		36-2169139 501(c)(3) 212,207       Program Support
(20) Chicago Urban League4510 S Michigan Ave
Chicago,IL60653 		36-2225483 501(c)(3) 206,349       Program Support
(21) Inspiration Corporation4554 North Broadway
Chicago,IL60640 		36-3673980 501(c)(3) 195,066       Program Support
(22) Centers for New Horizons Inc4150 South King Drive
Suite 207
Chicago,IL60653 		36-2729721 501(c)(3) 195,045       Program Support
(23) Thresholds4101 North Ravenswood
Chicago,IL60613 		36-3071248 501(c)(3) 191,742       Program Support
(24) Safer Foundation571 W Jackson Blvd
Chicago,IL60661 		36-2762168 501(c)(3) 189,566       Program Support
(25) YWCA Metropolitan Chicago360 North Michigan Ave
Chicago,IL60601 		36-2179765 501(c)(3) 183,253       Program Support
(26) Chicago Youth Centers218 S Wabash Avenue
2nd Floor
Chicago,IL60604 		36-2344429 501(c)(3) 159,859       Program Support
(27) Christopher House4300 N Hermitage Ave
Suite 600
Chicago,IL60613 		23-7316001 501(c)(3) 158,188       Program Support
(28) El Valor1850 West 21st Street
Chicago,IL60608 		23-7294683 501(c)(3) 151,953       Program Support
(29) ChildServ8765 West Higgins Road
Chicago,IL60631 		36-2171716 501(c)(3) 151,253       Program Support
(30) Woodlawn Children's Promise Community6040 S Harper Ave
Suite 450
Chicago,IL60637 		27-0306253 501(c)(3) 150,899       Program Support
(31) Chicago Area Project55 East Jackson Blvd
Chicago,IL60604 		36-2256023 501(c)(3) 150,648       Program Support
(32) United Neighborhood Organization954 W Washington Blvd
Chicago,IL60607 		36-4235934 501(c)(3) 150,156       Program Support
(33) Namaste Charter School3737 South Paulina Street
Chicago,IL60609 		20-0285795 501(c)(3) 150,019       Program Support
(34) Lawrence Hall Youth Services4833 N Francisco Ave
Chicago,IL60625 		36-2167771 501(c)(3) 144,641       Program Support
(35) The Cara Program237 South Desplaines
Chicago,IL60661 		36-4268095 501(c)(3) 131,172       Program Support
(36) Deborah's Place2822 W Jackson
Chicago,IL60612 		36-3382973 501(c)(3) 127,748       Program Support
(37) Heartland Alliance for Human Needs & Human Rights208 South LaSalle Street
Chicago,IL60604 		36-1877640 501(c)(3) 125,250       Program Support
(38) Howard Brown Health Center4025 North Sheridan Road
Suite 1818
Chicago,IL60613 		36-2894128 501(c)(3) 124,056       Program Support
(39) Jumpstart for Young Children900 North Franklin
Chicago,IL60610 		04-3262046 501(c)(3) 120,655       Program Support
(40) Youth Guidance1 N LaSalle St
Chicago,IL60602 		36-2167032 501(c)(3) 119,320       Program Support
(41) Connections for Abused Women1116 North Kedzie
Chicago,IL60651 		36-2950380 501(c)(3) 118,087       Program Support
(42) BUILD Inc1223 N Milwaukee
Chicago,IL60642 		23-7022085 501(c)(3) 113,893       Program Support
(43) Children's Home Aid217 N Jefferson
Chicago,IL60661 		36-2167743 501(c)(3) 110,441       Program Support
(44) Perspectives Charter Schools3663 South Wabash Ave
Chicago,IL60653 		36-4167576 501(c)(3) 109,977       Program Support
(45) AIDS Foundation of Chicago200 W Jackson Boulevard
3rd Floor
Chicago,IL60606 		36-3412054 501(c)(3) 108,927       Program Support
(46) St Leonard's Ministries2100 W Warren Blvd
Chicago,IL60612 		36-2378516 501(c)(3) 104,484       Program Support
(47) Aunt Martha's Youth Service Center19990 Governers
Olympia Fields,IL60461 		23-7188150 501(c)(3) 104,380       Program Support
(48) American Cancer Society225 No Michigan Ave
Chicago,IL60601 		36-2167721 501(c)(3) 104,254       Program Support
(49) Chinese Mutual Aid Association1016 West Argyle Street
Chicago,IL60640 		36-3139799 501(c)(3) 102,968       Program Support
(50) Heartland International Health Center3048 North Wilton Avenue
Chicago,IL60657 		36-3843377 501(c)(3) 101,412       Program Support
(51) Apna Ghar Inc (Our Home)4753 North Broadway
2nd Floor
Chicago,IL60640 		36-3698770 501(c)(3) 100,710       Program Support
(52) Puerto Rican Cultural Center2703 West Division
Suite 632
Chicago,IL60622 		23-7347778 501(c)(3) 100,634       Program Support
(53) Chicago Family Health Center9119 S Exchange Ave
Chicago,IL60617 		36-2893854 501(c)(3) 100,461       Program Support
(54) Heartland Health Outreach Inc1015 West Lawrence
Chicago,IL60640 		36-3775696 501(c)(3) 100,372       Program Support
(55) Center for Community Arts Partnerships600 South Michigan Avenue
Chicago,IL60605 		36-6112087 501(c)(3) 100,225       Program Support
(56) Near North Health Service Corporation1276 North Clybourn Ave
Chicago,IL60610 		36-3197647 501(c)(3) 100,212       Program Support
(57) (ONE) Organization of the Northeast4648 North Racine
Chicago,IL60640 		51-0137583 501(c)(3) 100,000       Program Support
(58) Howard Area Community Center7648 North Paulina Street
Chicago,IL60626 		36-3008606 501(c)(3) 95,864       Program Support
(59) Teen Living Programs162 West Hubbard St
Chicago,IL60654 		36-2867274 501(c)(3) 84,279       Program Support
(60) Access Community Health Network600 West Fulton Street
Chicago,IL60661 		36-3317058 501(c)(3) 75,693       Program Support
(61) Girl Scouts of Greater Chicago and NW IN222 S Riverside
Chicago,IL60606 		36-2191245 501(c)(3) 75,615       Program Support
(62) Center for Economic Progress29 East Madison Ste 910
Chicago,IL60602 		36-3693728 501(c)(3) 72,223       Program Support
(63) Horizon Hospice & Palliative Care833 W Chicago Ave 4FL
Chicago,IL60622 		36-2972550 501(c)(3) 71,302       Program Support
(64) Jewish United Fund30 South Wells Suite 4059
Chicago,IL60606 		36-2167034 501(c)(3) 69,462       Program Support
(65) United Way of Greater McHenry County4508 Prime Parkway
McHenry,IL60050 		36-6147909 501(c)(3) 60,332       Program Support
(66) Chicago House and Social Service Agency1925 N Clybourn Ave
Chicago,IL60614 		36-3376432 501(c)(3) 58,089       Program Support
(67) Casa Central1343 N California Ave
Chicago,IL60622 		36-2728618 501(c)(3) 57,023       Program Support
(68) Boys and Girls Clubs of Chicago550 W Van Buren
Chicago,IL60607 		36-2166997 501(c)(3) 56,908       Program Support
(69) United Way of Greater Milwaukee225 West Vine Street
Milwaukee,WI53212 		39-0806190 501(c)(3) 55,787       Program Support
(70) Jane Addams Hull House Association1030 West Van Buren
Chicago,IL60607 		36-2170135 501(c)(3) 54,545       Program Support
(71) United Way of Lake County (IL)330 South Greenleaf Street
Gurnee,IL60031 		36-2167949 501(c)(3) 53,893       Program Support
(72) Esperanza Community Services520 N Marshfield Ave
Chicago,IL60622 		36-2678083 501(c)(3) 53,649       Program Support
(73) Young Men's Educational Network YMEN1241 South Pulaski Road
Chicago,IL60623 		36-4124098 501(c)(3) 53,118       Program Support
(74) Active Transportation Alliance9 West Hubbard St
Chicago,IL60654 		36-3385886 501(c)(3) 52,878       Program Support
(75) Corazon Community Services5116 West 14th Street
Cicero,IL60804 		32-0075474 501(c)(3) 50,719       Program Support
(76) Teamwork Englewood815 West 63rd Street
Chicago,IL60621 		74-3102944 501(c)(3) 50,595       Program Support
(77) Family Service777 Central Avenue
Highland Park,IL60035 		36-2167063 501(c)(3) 50,118       Program Support
(78) Ladder-Up233 S Wacker Dr
Suite 17
Chicago,IL60606 		36-4070692 501(c)(3) 49,921       Program Support
(79) Catholic Charities Diocese of Joliet203 North Ottawa Street
Suite 9100
Joliet,IL60432 		36-2170817 501(c)(3) 48,384       Program Support
(80) New Start ChicagoPO Box 597962
Chicago,IL60659 		35-2408406 501(c)(3) 47,403       Program Support
(81) United Way of Central Kane County1020 Cedar Avenue
Saint Charles,IL60174 		23-7101039 501(c)(3) 47,394       Program Support
(82) Southstar Services1005 West End
Chicago Heights,IL60411 		23-7294685 501(c)(3) 41,559       Program Support
(83) The Wings Program1355 Remington Road
Schaumburg,IL60173 		36-3456061 501(c)(3) 40,570       Program Support
(84) Children's Memorial Fdn2300 Childrens Plaza
Chicago,IL60614 		36-2170833 501(c)(3) 38,638       Program Support
(85) DuPage PADS705 West Liberty
Box 4
Wheaton,IL60187 		36-3675494 501(c)(3) 36,595       Program Support
(86) Glenwood School500 West 187th Street
Glenwood,IL60425 		36-2167087 501(c)(3) 36,367       Program Support
(87) One Hope United - Northern Region215 N Milwaukee
Lake Villa,IL60046 		36-2181967 501(c)(3) 36,107       Program Support
(88) Heart and Mind Foundation1443 Division
Chicago,IL60642 		36-4404961 501(c)(3) 35,915       Program Support
(89) Together We Cope17010 So Oak Park Ave
Tinley Park,IL60477 		36-3666952 501(c)(3) 35,620       Program Support
(90) Young Women's Leadership Charter School2641 South Calumet Avenue
Chicago,IL60616 		36-4319552 501(c)(3) 35,089       Program Support
(91) Family Matters Inc7731 N Marshfield
Chicago,IL60626 		36-3588490 501(c)(3) 34,922       Program Support
(92) Boys And Girls Club Of Greater Milwaukee1558 North 6th Street
Milwaukee,WI53212 		39-0806292 501(c)(3) 34,533       Program Support
(93) Greater Chicago Food Depository4100 W Ann Lurie Place
PO Box 2486
Chicago,IL60632 		36-2971864 501(c)(3) 33,397       Program Support
(94) United Way of Will County54 N Ottawa St Ste 300
Joliet,IL60432 		36-2515625 501(c)(3) 33,296       Program Support
(95) Boy Scouts of America Chicago Area Council #1181218 West Adams Street
Chicago,IL60607 		36-2169128 501(c)(3) 30,985       Program Support
(96) Ford Heights Community Service Center943 E Lincoln Hwy
Ford Heights,IL60411 		36-2658308 501(c)(3) 30,358       Program Support
(97) Misericordia Home6300 North Ridge
Chicago,IL60660 		36-2170153 501(c)(3) 29,633       Program Support
(98) A Safe Haven Foundation2750 West Roosevelt Road
Chicago,IL60608 		36-4444200 501(c)(3) 29,167       Program Support
(99) Lutheran Social Services of Illinois1001 E Touhy
Des Plaines,IL60018 		36-2584799 501(c)(3) 28,891       Program Support
(100) Chicago Lights126 East Chestnut Street
Suite 50
Chicago,IL60611 		36-3786331 501(c)(3) 28,675       Program Support
(101) Loaves & Fishes Community Pantry1871 High Grove Lane
Naperville,IL60540 		36-3786777 501(c)(3) 28,244       Program Support
(102) Fox Valley United Way44 East Galena Blvd
Aurora,IL60505 		36-2195467 501(c)(3) 28,009       Program Support
(103) Big BrothersBig Sisters560 West Lake Street
Chicago,IL60661 		36-2681212 501(c)(3) 27,321       Program Support
(104) Orchard Village7670 Marmora Avenue
5th Floor
Skokie,IL60077 		36-2773481 501(c)(3) 26,700       Program Support
(105) Shelter Inc1616 Arlington
Arlington Hts,IL60004 		23-7399596 501(c)(3) 25,445       Program Support
(106) Barrington Area United Way200 James Street
Barrington,IL60010 		23-7123024 501(c)(3) 24,444       Program Support
(107) Archdiocese of Chicago Cardinal's835 North Rush Street
Chicago,IL60611 		36-2170826 501(c)(3) 24,014       Program Support
(108) Hellenic American Academy Foundation1085 Lake Cook Road
C/O Bill Booth
Deerfield,IL60015 		32-0167308 501(c)(3) 23,542       Program Support
(109) Providence St Mel School119 S Central Park Blvd
Chicago,IL60624 		36-2977187 501(c)(3) 23,542       Program Support
(110) American Heart Association Chicago208 S Lasalle St
Chicago,IL60604 		13-5613797 501(c)(3) 23,007       Program Support
(111) American Cancer Society250 Williams St
Atlanta,GA30303 		13-1788491 501(c)(3) 21,933       Program Support
(112) Chicago Legal Clinic Inc2938 East 91st Street
ATTN Sandy Kimball
Chicago,IL60617 		36-3200465 501(c)(3) 21,479       Program Support
(113) Boy Scouts of America600 Wheeling Road
Mount Prospect,IL60056 		36-2166984 501(c)(3) 21,440       Program Support
(114) Alzheimer's Association Greater Illinois8430 W Bryn Mawr
Chicago,IL60631 		36-3102348 501(c)(3) 20,631       Program Support
(115) Boy Scouts Three Fires Council415 North
St Charles,IL60174 		36-3831877 501(c)(3) 20,026       Program Support
(116) Institute for Consumer Credit Education16335 S Harlem Avenue
2nd Street
Tinley Park,IL60477 		36-4281197 501(c)(3) 20,000       Program Support
(117) Evans Scholars FoundationOne Briar Road
Suite 400
Golf,IL60029 		36-2518129 501(c)(3) 19,492       Program Support
(118) Hesed HousePADS659 South River Street
Aurora,IL60506 		36-3314730 501(c)(3) 19,477       Program Support
(119) Juvenile Protective Association1707 North Halsted Street
1
Chicago,IL60614 		36-2167765 501(c)(3) 19,421       Program Support
(120) YWCA Evanston-North Shore1215 Church Street
Evanston,IL60201 		10-0394502 501(c)(3) 19,374       Program Support
(121) Children of Peace School Scholarship1900 W Taylor Street
Chicago,IL60612 		53-0196617 501(c)(3) 17,874       Program Support
(122) Sertoma Centre Inc4343 West 123rd Street
Alsip,IL60803 		36-2720586 501(c)(3) 17,562       Program Support
(123) Hephzibah Children's Association946 North Boulevard
Oak Park,IL60301 		36-2167096 501(c)(3) 17,390       Program Support
(124) HFS Scholarship Fund1137 West Taylor Street
Chicago,IL60607 		36-3922345 501(c)(3) 17,358       Program Support
(125) Beyond OCD2300 Lincoln Park West
201
Chicago,IL60614 		36-3937964 501(c)(3) 15,660       Program Support
(126) American Indian Center of Chicago1630 W Wilson Avenue
Suite 206B
Chicago,IL60640 		99-8281102 501(c)(3) 15,443       Program Support
(127) First Book1319 F Street NW
Washington,IL20004 		52-1779606 501(c)(3) 15,401       Program Support
(128) Lake Area United Way221 West Ridge Road
Suite 1000
Griffith,IN46319 		23-7170019 501(c)(3) 15,351       Program Support
(129) Big Shoulders Fund212 W Van Buren
Chicago,IL60607 		36-3490557 501(c)(3) 15,301       Program Support
(130) Juvenile Diabetes Research Foundation11 South LaSalle Str
Chicago,IL60603 		22-2519615 501(c)(3) 15,008       Program Support
(131) House of the Good ShepherdP O Box 13483
Chicago,IL60613 		36-2167738 501(c)(3) 14,460       Program Support
(132) Clearbrook1835 Central
Arlington Heights,IL60005 		36-2420176 501(c)(3) 14,419       Program Support
(133) United Way of Elgin1797 N La Fox Street
South Elgin,IL60177 		36-2167052 501(c)(3) 14,370       Program Support
(134) The Lambs Farm Inc14245 W Rockland
Libertyville,IL60048 		36-3891960 501(c)(3) 14,285       Program Support
(135) Neopolitan Lighthouse864 North Christiana Ave
Chicago,IL60651 		36-3309888 501(c)(3) 14,019       Program Support
(136) People's Resource Center201 South Naperville Road
Wheaton,IL60187 		36-3157600 501(c)(3) 13,953       Program Support
(137) Breakthrough Urban Ministries402 N St Louis Ave
Chicago,IL60647 		36-3810926 501(c)(3) 13,530       Program Support
(138) Kohl Childrens Museum of Greater Chicago2100 Patriot Blvd
Glenview,IL60026 		36-3706878 501(c)(3) 13,419       Program Support
(139) Easter Seals DuPage and the Fox Valley830 S Addison Ave
Villa Park,IL60181 		36-2476388 501(c)(3) 13,360       Program Support
(140) YMCA - McGaw YMCA in Evanston1000 Grove Street
Evanston,IL60201 		36-2169194 501(c)(3) 12,972       Program Support
(141) Ravinia Festival Association418 Sheridan Road
Highland Park,IL60035 		36-6002273 501(c)(3) 12,712       Program Support
(142) Lutheran Child & Family Services of IL7620 W Madison St
River Forest,IL60305 		36-7276007 501(c)(3) 12,575       Program Support
(143) American Heart Association Midwest208 South LaSalle St
Chicago,IL60604 		36-0900700 501(c)(3) 12,379       Program Support
(144) Providence St Mel School Scholarship119 Central Park Blvd
Chicago,IL60624 		36-3846011 501(c)(3) 12,242       Program Support
(145) Boundless Readers5153 North Clark St
Chicago,IL60640 		36-3627196 501(c)(3) 12,195       Program Support
(146) Chicago Volunteer Legal Services Foundation100 North LaSalle Street
Chicago,IL60602 		23-7164989 501(c)(3) 12,057       Program Support
(147) Elaine Frank JCC Apachi Day Camp30 S Wells St
Chicago,IL60606 		36-2167758 501(c)(3) 11,771       Program Support
(148) Mercy Home for Boys & Girls1140 West Jackson
Chicago,IL60607 		36-2171726 501(c)(3) 11,428       Program Support
(149) Resurrection College Prep High School7500 W Talcott
Chicago,IL60631 		36-2174825 501(c)(3) 11,413       Program Support
(150) Bridgeport Catholic Academy3700 South Lowe
Chicago,IL60609 		36-2170878 501(c)(3) 11,347       Program Support
(151) Assistance League of Chicagoland West120 E Ogden Ave
Hinsdale,IL60521 		63-4053184 501(c)(3) 11,300       Program Support
(152) Northern Illinois Food Bank440 Keller
Park City,IL60085 		36-3203648 501(c)(3) 11,037       Program Support
(153) Cabrini Green Legal Aid Clinic740 N Milwaukee Ave
Chicago,IL60642 		36-2775706 501(c)(3) 11,019       Program Support
(154) Kenilworth United Fund419 Richmond Road
Kenilworth,IL60043 		36-6146232 501(c)(3) 10,942       Program Support
(155) Willow Creek Community Church Inc67 E Algonquin
South Barrington,IL60010 		51-0164942 501(c)(3) 10,878       Program Support
(156) Feed My Starving Children401 93rd Ave
Coon Rapids,MN55433 		41-1601449 501(c)(3) 10,804       Program Support
(157) Ray Graham Association901 Warrenville Road
Lisle,IL60532 		36-2411166 501(c)(3) 10,764       Program Support
(158) Family Shelter Service605 East Roosevelt Road
Suite 500
Wheaton,IL60187 		36-2883552 501(c)(3) 10,678       Program Support
(159) Habitat For Humanity International121 Habitat Street
Americus,GA31709 		91-1914868 501(c)(3) 10,659       Program Support
(160) Adler Planetarium1300 S Lakeshore Dr
Chicago,IL60605 		36-6210902 501(c)(3) 10,547       Program Support
(161) Catholic Church Extension Society150 South Wacker Drive
Chicago,IL60606 		36-6000520 501(c)(3) 10,358       Program Support
(162) Glen Ellyn Children's Chorus Anima799 Roosevelt Rd
Glen Ellyn,IL60137 		36-3159041 501(c)(3) 10,358       Program Support
(163) Golden Apple FoundationEight S Michigan
Chicago,IL60603 		36-3392992 501(c)(3) 10,358       Program Support
(164) Children at the Crossroads Foundation Scholarship751 N State Street
Suite 700
Chicago,IL60654 		36-3654481 501(c)(3) 10,314       Program Support
(165) Operation Uplift104 S 5th Avenue
Maywood,IL601531389 		36-2672201 501(c)(3) 10,283       Program Support
(166) Sarah's Inn309-311 Harrison Street
Oak Park,IL60304 		36-3084461 501(c)(3) 10,156       Program Support
(167) Little Friends Inc140 North Wright
Naperville,IL60540 		36-2698644 501(c)(3) 10,092       Program Support
(168) Youth Services of GlenviewNorthbrook3080 West Lake Avenue
Glenview,IL60026 		36-3182275 501(c)(3) 10,074       Program Support
(169) ATHENA International7627 West Lake
River Forest,IL60305 		38-2717362 501(c)(3) 10,071       Program Support
(170) Pillars333 N LaGrange
LaGrange Park,IL60526 		36-4166490 501(c)(3) 9,902       Program Support
(171) Journey from PADS to HOPE1140 E Northwest Hwy
Palatine,IL60074 		36-3919018 501(c)(3) 9,899       Program Support
(172) Chicago Shakespeare Theater800 East Grand Avenue
Chicago,IL60611 		36-3467607 501(c)(3) 9,887       Program Support
(173) The Saint Paul Foundation55 Fifth Street East
Saint Paul,MN55101 		41-6031510 501(c)(3) 9,887       Program Support
(174) Make-A-Wish Foundation of America4742 N 24th St
Phoenix,AZ85016 		86-0481941 501(c)(3) 9,865       Program Support
(175) Horizons for Youth703 West Monroe Street
Chicago,IL60661 		36-3796734 501(c)(3) 9,756       Program Support
(176) Loyola Academy1100 N Laramie
Wilmette,IL60091 		36-2367981 501(c)(3) 9,661       Program Support
(177) Community Cancer Research Foundation926 Ridge Road
Munster,IN46321 		35-2146374 501(c)(3) 9,573       Program Support
(178) Outreach Community Ministries Inc122 West Liberty Drive
Wheaton,IL60187 		23-7265066 501(c)(3) 9,558       Program Support
(179) Bridge Youth and Family Services721 South Quentin Road
Palatine,IL60067 		23-7093615 501(c)(3) 9,499       Program Support
(180) Alternatives Inc4730 North Sheridan
Chicago,IL60640 		36-2720602 501(c)(3) 9,459       Program Support
(181) Chicago Symphony Orchestra220 S Michigan
Chicago,IL60604 		36-2167823 501(c)(3) 9,417       Program Support
(182) Common Threads500 N Dearborn
Chicago,IL60654 		20-0106847 501(c)(3) 9,417       Program Support
(183) Gift of Adoption Fund2001 Waukegan Road
Ste 530
Techny,IL60082 		39-1863217 501(c)(3) 9,417       Program Support
(184) Northlight Theatre9501 Skokie Blvd
PO Box 567
Skokie,IL60077 		23-7390464 501(c)(3) 9,417       Program Support
(185) Roosevelt University Scholarship Fund430 South Michigan
Chicago,IL60605 		36-2167854 501(c)(3) 9,417       Program Support
(186) Shri Kripalu Kunj Ashram2710 Ashford Trail Drive
Houston,TX77082 		26-1904328 501(c)(3) 9,417       Program Support
(187) St Marcus Lutheran School2215 North Palmer
Milwaukee,IL53212 		39-0850377 501(c)(3) 9,417       Program Support
(188) Usher's New Look Inc3700 Crestwood Pkwy
Duluth,GA30096 		58-2480934 501(c)(3) 9,417       Program Support
(189) St Ignatius College Prep Scholarship FundScholarship Fund
Chicago,IL60608 		36-2167867 501(c)(3) 9,181       Program Support
(190) National Kidney Foundation of IL215 West Illinois Street
1076 West Roosevelt Road
Chicago,IL60654 		36-6009226 501(c)(3) 9,058       Program Support
(191) St Isaac Jogues Elementary School421 South Clay Street
Suite 1C
Hinsdale,IL60521 		53-0196617 501(c)(3) 9,040       Program Support
(192) United Way of Rock River Valley612 North Main St
Rockford,IL61103 		36-2167843 501(c)(3) 8,993       Program Support
(193) Lake County HavenPO Box 127
Libertyville,IL60048 		36-3846099 501(c)(3) 8,921       Program Support
(194) United Way of Tri-State120 Wall St 4th Fl
New York,NY10005 		13-2899742 501(c)(3) 8,828       Program Support
(195) GlicksGiving Foundation2 Londonderry Lane
Lincolnshire,IL60069 		61-1460390 501(c)(3) 8,528       Program Support
(196) Onward Neighborhood House600 North Leavitt Street
Chicago,IL60612 		36-2167822 501(c)(3) 8,506       Program Support
(197) Habilitative Systems Inc415 S Kilpatrick
Chicago,IL60644 		36-2969062 501(c)(3) 8,475       Program Support
(198) Multiple Sclerosis Society525 West Monroe Street
Chicago,IL60661 		36-2249887 501(c)(3) 8,455       Program Support
(199) Chinese American Service League Inc2141 South Tan Ct
Suite 900
Chicago,IL60616 		36-2984043 501(c)(3) 8,444       Program Support
(200) United Way of Greater ChattanoogaPO Box 4027
Chattanooga,TN37405 		62-0565962 501(c)(3) 8,374       Program Support
(201) CASA Cook County Court1100 S Hamilton
Chicago,IL60612 		36-4461307 501(c)(3) 8,338       Program Support
(202) Building Healthier CommunitiesOne North Dearborn Street
Chicago,IL60602 		23-7334589 501(c)(3) 8,332       Program Support
(203) The Community House415 West 8th Street
Hinsdale,IL60521 		36-2167735 501(c)(3) 8,290       Program Support
(204) Evangelical Child and Family Agency1530 North Main Street
Wheaton,IL60187 		36-2229573 501(c)(3) 8,236       Program Support
(205) Japanese American Service Committee4427 North Clark Street
Chicago,IL60640 		36-2181974 501(c)(3) 8,047       Program Support
(206) Family Focus310 South Peoria Street
Chicago,IL60607 		36-2884042 501(c)(3) 8,035       Program Support
(207) Moody Bible Institute820 N La Salle Blvd
Suite 404
Chicago,IL60610 		36-2167792 501(c)(3) 7,981       Program Support
(208) Gads Hill Center1919 W Cullerton
Chicago,IL60608 		36-2167082 501(c)(3) 7,976       Program Support
(209) Midtown Educational Foundation718 S Loomis Street
Chicago,IL60607 		36-3417278 501(c)(3) 7,872       Program Support
(210) Barrington Area Conservation Trust IncN/A
Barrington Hills,IL60010 		36-4478511 501(c)(3) 7,816       Program Support
(211) By the Hand Club for Kids1000 North Sedgwick
Chicago,IL60610 		20-3144284 501(c)(3) 7,722       Program Support
(212) Access Living of Metropolitan Chicago115 West Chicago Avenue
Chicago,IL60654 		36-3310774 501(c)(3) 7,692       Program Support
(213) Chicago Youth Programs Inc5350 South Prairie Ave
Chicago,IL60615 		36-3635676 501(c)(3) 7,689       Program Support
(214) Chicago Children's Museum700 East Grand Avenue
Chicago,IL60611 		36-3162484 501(c)(3) 7,665       Program Support
(215) South Suburban PADSPO Box 1176
Suite 127
Homewood,IL60430 		36-3744405 501(c)(3) 7,556       Program Support
(216) Run for the Stars332 East Seminary Avenue
Wheaton,IL60187 		36-2203929 501(c)(3) 7,533       Program Support
(217) Blue Cap School2155 Broadway
Blue Island,IL60406 		36-2603932 501(c)(3) 7,522       Program Support
(218) United Way in Waukesha CountyPO BOX 1041
Waukesha,WI53187 		39-0886376 501(c)(3) 7,514       Program Support
(219) Seguin Services3100 South Central Avenue
Cicero,IL60804 		36-2894174 501(c)(3) 7,470       Program Support
(220) UNICEF U S Fund for125 Maiden Lane
New York,NY10038 		13-1760110 501(c)(3) 7,467       Program Support
(221) SHORE Community Services Inc Citizens4232 Dempster Street
Skokie,IL60076 		36-2384323 501(c)(3) 7,376       Program Support
(222) Boy Scouts of America Northeast Illinois2745 Skokie Valley
Highland Park,IL60035 		36-2663224 501(c)(3) 7,331       Program Support
(223) West Suburban PADS1851 South 9th Avenue
Maywood,IL60153 		36-3876660 501(c)(3) 7,258       Program Support
(224) St Vincent de Paul Center2145 North Halsted
Chicago,IL60614 		36-1722800 501(c)(3) 7,090       Program Support
(225) DuPage Convalescent Center Foundation400 N County Farm Road
Wheaton,IL60187 		36-3978650 501(c)(3) 7,070       Program Support
(226) PKU Organization of IllinoisPO Box 102
Palatine,IL60067 		36-3320115 501(c)(3) 7,062       Program Support
(227) The Anti-Defamation League120 South LaSalle St
Chicago,IL60603 		13-1818723 501(c)(3) 7,062       Program Support
(228) Almost Home Kids7 S 721 IL State Rt 53
Naperville,IL60540 		36-3822010 501(c)(3) 6,977       Program Support
(229) Batavia United WayP O Box 372
Batavia,IL60510 		36-3208945 501(c)(3) 6,923       Program Support
(230) Make a Wish Foundation of Illinois640 N LaSalle Dr
Chicago,IL60654 		36-3422138 501(c)(3) 6,776       Program Support
(231) Thrive Counseling Center120 South Marion Street
Oak Park,IL60302 		36-2179793 501(c)(3) 6,703       Program Support
(232) Fatherless Foundation8910 Purdue Rd
Indianapolis,IN46268 		74-3220493 501(c)(3) 6,592       Program Support
(233) St Nectarios Parish - Youth Ministries133 S Roselle Road
Palatine,IL60067 		36-3026518 501(c)(3) 6,592       Program Support
(234) Urban Gateways Center for Art Education205 W Randolph
Chicago,IL60606 		36-6083080 501(c)(3) 6,497       Program Support
(235) Hedge Funds Care Inc330 Seventh Ave
New York,NY10001 		43-1959796 501(c)(3) 6,333       Program Support
(236) Chicago Hope Academy2189 Bowler
Chicago,IL60612 		36-4244054 501(c)(3) 6,300       Program Support
(237) Planned Parenthood of Illinois18 S Michigan Ave
Chicago,IL60603 		36-2170901 501(c)(3) 6,197       Program Support
(238) Agape Child and Family Service111 Racine Street
Memphis,TN38111 		23-7039683 501(c)(3) 6,121       Program Support
(239) Lake County Sponsors Waukegan to CollegePO Box 726
Libertyville,IL60048 		36-4448918 501(c)(3) 6,121       Program Support
(240) The Suzuki-Orff School For Young Musicians1148 West Chicago Avenue
Chicago,IL60642 		36-3137564 501(c)(3) 6,087       Program Support
(241) Helping Hand Center9649 West 55th Street
Countryside,IL60525 		36-2327271 501(c)(3) 6,031       Program Support
(242) Family Rescue9204 S Commercial
Chicago,IL60617 		36-3170408 501(c)(3) 5,945       Program Support
(243) Aspire of Illinois9901 Derby Lane
PO Box 17528
Westchester,IL60154 		36-2654558 501(c)(3) 5,892       Program Support
(244) North Shore Senior Center161 Northfield Road
Northfield,IL60093 		36-2366074 501(c)(3) 5,882       Program Support
(245) United Way of Porter County951 Eastport Center
Valparaiso,IN46383 		35-6006484 501(c)(3) 5,876       Program Support
(246) Hamdard Center228 East Lake Street
Addison,IL60101 		36-3917885 501(c)(3) 5,820       Program Support
(247) University of Notre Dame1100 Grace Hall
Notre Dame,IL46556 		35-0868188 501(c)(3) 5,795       Program Support
(248) Boys and Girls Club of Lake County1801 Sheridan Road
Attention Carol hennion
North Chicago,IL60064 		36-4266009 501(c)(3) 5,679       Program Support
(249) Saints Peter and Paul School Endowment Fund201 E Franklin
Naperville,IL60540 		53-0196617 501(c)(3) 5,655       Program Support
(250) First Baptist Church of University Park450 University
University Park,IL60484 		36-2916844 501(c)(3) 5,650       Program Support
(251) Little Brothers355 North Ashland Avenue
Chicago,IL60607 		36-2651505 501(c)(3) 5,650       Program Support
(252) Doctors Without Borders USA333 Seventh Ave
New York,NY10001 		13-3433452 501(c)(3) 5,612       Program Support
(253) Children's Advocacy Center640 Illinois
Hoffman Estates,IL60194 		36-3711203 501(c)(3) 5,599       Program Support
(254) Valley of the Sun United WayPO Box 10748
Phoenix,AZ85064 		86-0104419 501(c)(3) 5,567       Program Support
(255) Maryville Academy1150 North River Road
Des Plaines,IL60016 		36-2170873 501(c)(3) 5,462       Program Support
(256) Ronald McDonald House Charities (Chicago)622 W Deming Place
Chicago,IL60614 		36-2861369 501(c)(3) 5,258       Program Support
(257) Elgin Youth Symphony OrchestraPO Box 6508
Elgin,IL60121 		36-4403533 501(c)(3) 5,181       Program Support
(258) Rush University Medical Center1700 W Van Buren
Chicago,IL60612 		36-2174823 501(c)(3) 5,179       Program Support
(259) La Rabida Children's Hospital6501 S Promontory
Chicago,IL60649 		36-3240477 501(c)(3) 5,066       Program Support
(260) Restoration Ministries Inc253 East 159th Street
Harvey,IL60426 		36-3552070 501(c)(3) 5,051       Program Support
(261) South Suburban Family Shelter IncPO Box 937
Homewood,IL60430 		36-3089796 501(c)(3) 5,028       Program Support
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
261
3
Enter total number of other organizations listed in the line 1 table ......................... . Bullet Image
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2011

Schedule I (Form 990) 2011
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
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.
Schedule I (Form 990) 2011


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
United Way of Metropolitan Chicago Inc
 
Employer identification number

30-0200478
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all the expenses described above? If "No," complete Part III to explain....
1b
 
No
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
 
No
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) Laura S Thrall (i)
(ii)		 284,178
0 		7,500
0 		7,700
0 		3,914
0 		8,773
0 		312,065
0 		0
0
(2) Laura Skarnulis (i)
(ii)		 167,041
0 		5,000
0 		844
0 		470
0 		26,126
0 		199,481
0 		0
0
(3) Wendy Duboe (i)
(ii)		 171,126
0 		5,000
0 		699
0 		5,266
0 		13,444
0 		195,535
0 		0
0
(4) Joseph Vanyo (i)
(ii)		 144,221
0 		4,000
0 		289
0 		4,489
0 		8,222
0 		161,221
0 		0
0












Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
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.
Schedule J (Form 990) 2011

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
United Way of Metropolitan Chicago Inc
 
Employer identification number

30-0200478
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 57 479,074 Cost/Selling Price
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( Printing/Advertising ) X 1 76,534 cost/selling price
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ............................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2011
Schedule M (Form 990) 2011
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33 and whether the organization is reporting in Part I, column (b) the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Identifier Return Reference Explanation
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.
Schedule M (Form 990) 2011
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
United Way of Metropolitan Chicago Inc
 
Employer identification number

30-0200478
Identifier Return Reference Explanation
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.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011

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