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
2012
Open to Public Inspection
A For the 2012 calendar year, or tax year beginning 07-01-2012 , 2012, and ending 06-30-2013
BCheck if applicable:
CName of organization
UNITED WAY OF GREATER PHILADELPHIA
AND SOUTHERN NEW JERSEY
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1709 BENJAMIN FRANKLIN PARKWAY
 
Room/suite
City or town, state or country, and ZIP + 4
PHILADELPHIA, PA19103
D Employer identification number

23-1556045
E Telephone number

G Gross receipts $ 91,482,057
F Name and address of principal officer:
 
 
 
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.UNITEDFORIMPACT.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:  
M State of legal domicile:
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TO HARNESS, LEVERAGE AND STRATEGICALLY INVEST THE COLLECTIVE POWER OF DONORS, ADVOCATES AND VOLUNTEERS, TO DRIVE MEASURABLE RESULTS THAT IMPROVE THE LIVES OF PEOPLE IN OUR REGION.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 65
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 65
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ...... 5 189
6 Total number of volunteers (estimate if necessary) ............. 6  
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) ......... 59,962,909 63,153,710
9 Program service revenue (Part VIII, line 2g) ......... 180,358 21,745
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 866,064 1,361,939
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 2,695,034 3,389,950
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 63,704,365 67,927,344
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 39,671,019 49,606,286
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 8,728,497 12,463,543
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 113,353 129,678
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet6,317,421    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 7,506,474 7,523,465
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 56,019,343 69,722,972
19 Revenue less expenses. Subtract line 18 from line 12....... 7,685,022 -1,795,628
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 85,308,165 99,148,936
21 Total liabilities (Part X, line 26)............. 29,327,419 34,715,451
22 Net assets or fund balances. Subtract line 21 from line 20..... 55,980,746 64,433,485
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 MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2012)
Form 990 (2012)
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: TO HARNESS, LEVERAGE AND STRATEGICALLY INVEST THE COLLECTIVE POWER OF DONORS, ADVOCATES AND VOLUNTEERS, TO DRIVE MEASURABLE RESULTS THAT IMPROVE THE LIVES OF PEOPLE IN OUR REGION.
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 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 $ 12,676,459 including grants of $ 9,123,062 ) (Revenue $ 12,676,459 )
EDUCATION - THE IMPACT FUND IMPROVES CRADE TO CAREER LEARNING. AT UNITED WAY, WE PREPARE CHILDREN TO ENTER SCHOOL READY TO LEARN, ENSURE THEY READ AT GRADE LEVEL BY THIRD GRADE, AND TRANSITION SUCCESSFULLY FROM MIDDLE SCHOOL TO HIGH SCHOOL. WE ARE ALSO FOCUSED ON EQUIPPING HIGH SCHOOL GRADUATES WITH THE 21ST CENTURY SKILLS NEEDED FOR SUCCESS IN COLLEGE AND IN THEIR CAREER.
4b (Code:   ) (Expenses $ 8,630,381 including grants of $ 7,170,752 ) (Revenue $ 8,630,381 )
INCOME - THE IMPACT FUND HELPS WORKING ADULTS GAIN FINANCIAL STABILITY. UNITED WAY STRATEGICALLY INVESTS IN INITIATIVES AND PROGRAMS THAT ENABLE LOW-WAGE WORKERS TO GAIN EMPLYMENT THAT PAYS A FAMILY-SUSTAINING WAGE. WE ALSO PROVIDE ACCESS TO RESOURCES AND TOOLS THAT WILL HELP SECURE A MORE STABLE FINANCIAL FUTURE.
4c (Code:   ) (Expenses $ 6,237,854 including grants of $ 3,738,080 ) (Revenue $ 6,237,854 )
BASIC NEEDS: THE IMPACT FUND STRENGTHENS THE SOCIAL SAFETY NET. WHEN CRISIS ARISES, UNITED WAY BRINGS STABILITY BACK TO PEOPLE'S LIVES. WE WEAVE THE STRANDS OF THE REGION'S SAFETY NET SO TOGHT THAT NO ONE SLIPS THROUGH THE CRACKS, FROM EMERGENCY ACCESS TO FOOD AND SHELTER, TO PERSONAL SAFETY SERVICES, SUPPORT FOR DISASTER RESPONSE AND BEYOND.
(Code:   ) (Expenses $ 30,974,611 including grants of $ 29,574,416 ) (Revenue $ 30,974,611 )
HEALTH: (EXPENSES 3,291,023 INCLUDING GRANTS OF 2,785,461) (REVENUE 3,291,023) THE IMPACT FUND ENSURES HEALTHY OPTIONS AND HEALTHY CHOICES. A HEALTHY REGION IS A STRONG REGION, AND OUR HEALTH UNDERPINS OUR ABILITY TO THRIVE AT HOME, AT SCHOOL AND AT HOME, UNITED WAY CONNECTS CHILDREN, ADULTS, FAMILIES AND SENIORS WITH THE RESOURCES THEY NEED TO LEAD HEALTHY LIVES EVERY STEP OF THE WAY. IMPACT FUND MONITORING: (EXPENSES OF 894,633 INCLUDING GRANTS OF 0) (REVENUE 894,633) UNITED WAY'S WORK IN THIS AREA FOCUSES ON THE OVERALL DEVELOPMENT AND IMPLEMENTATION OF THE IMPACT FUND AGENDA. DONOR DESIGNATED FUNDING: (EXPENSES OF 26,788,955 INCLUDING GRANTS OF 26,788,955) (REVENUE 26,788,955) DONOR DIRECTED FUNDING TO ELIGIBLE NON-PROFIT ORGANIZATIONS RAISED AND DISTRIBUTED BY UNITED WAY.
4d Other program services (Describe in Schedule O.)
(Expenses $ 30,974,611 including grants of $ 29,574,416 ) (Revenue $ 30,974,611 )
4e Total program service expensesMediumBullet58,519,305
Form 990 (2012)
Form 990 (2012)
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 (see instructions)? 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, or have a section 501(h) election in effect during the tax year? 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 for escrow or custodial account liability; 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, line 10?
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 VIIClick 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 VIIIClick 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 IXClick 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 XClick to see attachment
11e
 
No
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 XClick 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 and XII Click to see attachment.................
12a
Yes
 
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 and XII 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, Parts I and IV.........
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 United States? If “Yes,” complete Schedule F, Parts II and IV
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 United States? If “Yes,” complete Schedule F, Parts III and IV...
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 (see instructions).... Click to see attachment
17
Yes
 
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............ Click to see attachment
18
Yes
 
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................... Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2012)
Form 990 (2012)
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
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, line 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 lines 24b through 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, highest 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 direct or indirect 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 M..Click 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........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
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
 
 
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............. Click to see attachment
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 VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2012)
Form 990 (2012)
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
107
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
189
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
 
 
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, securities account, or other financial 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 as charitable contributions?...
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
 
No
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
No
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. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2012)
Form 990 (2012)
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 .....................
1a
65
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
65
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
Yes
 
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
 
No
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
 
No
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
 
 
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 this 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
PA , NJ
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:
MediumBulletKAREN B CLEARY1709 BENJAMIN FRANKLIN PARKWAYPHILADELPHIAPA19103 (215) 655-2500
Form 990 (2012)
Form 990 (2012)
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. 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 organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(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) ANDREA ANANIA........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(2) DOUG ALLEN........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(3) DENNIS BIANCHI........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(4) CHRIS BRUNER........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(5) CARL M BUCHHOLZ........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(6) CHARISSE R LILLIE........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(7) CHRISTOPHER CASHMAN........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(8) RICK CIMINO........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(9) KEVIN DOW........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(10) EDWARD LOVELIDGE........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(11) HARRIET WEISS........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(12) KENNETH GARRETT........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(13) J GORDON COONEY JR........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(14) MARY STENGEL AUSTIN........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(15) JOHN J LYNCH........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(16) MELISSA GRIM........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(17) JOHN SAVELSON........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
Form 990 (2012)
Form 990 (2012)
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 (list any hours for related organizations below dotted line) 		(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) JOSEPH MULDOON........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(19) SHAWN LACY........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(20) JORDIE MAINE........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(21) J WILLIAM MILLS III........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(22) LON GREENBERG........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(23) MANUS MCHUGH........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(24) RICHARD NEGERIN ESQ........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(25) MAUREEN RUSH........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(26) MICHAEL D DICANDILO........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(27) MICHAEL VALOCCHI........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(28) MICHAEL PEARSON........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(29) PATRICK EIDING........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(30) RAY WELCH........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(31) PEDRO RAMOS ESQ........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(32) SUSAN VAN BUREN........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(33) TARA L WEINER........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(34) THOMAS WOODWARD........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(35) LONY STRUM........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(36) SUZANNE SVIZENY........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(37) MARILOU WATSON........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(38) DENEAN WILLIAMS........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(39) ROB WONDERLING........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(40) JOHN ARMAND........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(41) TOM BROOKS........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(42) RALPH BROWN........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(43) MICHAEL CARBONE........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(44) FLORA CASTILLO........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(45) JOHN CHOU........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(46) KRISTIN COLASURDO KEATING........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(47) ROGER DENNIS........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(48) EDWARD GRAHAM........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(49) SIDNEY HAGRO........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(50) MINDY HOLMAN........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(51) BRIAN JACKSON........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(52) BOBBY KEYES........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(53) KEVIN KUTCHER........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(54) EDWARD MONTGOMERY........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(55) JOSEPH MURRAY........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(56) DONALD NORCROSS........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(57) PHILIP NORCROSS........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(58) EDWARD O'MALLEY........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(59) PATRICK PRUITT........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(60) ELLEN PURDY........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(61) BEASELEY REECE........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(62) JILL SCHUBERT........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(63) CLARE SAPIENZA-ECK........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(64) DAVID STANGIS........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(65) CHARLES WIMBERG........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(66) JILL MICHAL........................................................................
PRESIDENT/CE
 50.00
.......................   		    X       312,310 0 41,286
(67) KAREN CLEARY........................................................................
SR. VP FINAN
 50.00
.......................   		    X       138,154 0 33,085
(68) ANNA MADONIA........................................................................
SVP OF STRAT
 50.00
.......................   		      X     197,888 0 38,490
(69) LYNN GIARDINELLI........................................................................
VP OF HR
 50.00
.......................   		        X   137,373 0 30,939
(70) CHRISTOPHER MURRAY........................................................................
VP COMMUNICA
 50.00
.......................   		        X   129,267 0 36,039
(71) ANN O'BRIEN........................................................................
SR VP COM. I
 50.00
.......................   		          X 161,173 0 32,583
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 1,076,165   212,422
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
Yes
 
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
BOSTON CONSULTING GROUP, 4800 HAMPDENSUITE 500BETHESDAMD20814 PROG CONSULTING 1,675,000
THE MILLENIUM GROUP, PO BOX 10300NEW BRUNSWICKNJ08906 OFFICE SERVICES 312,380
JOHN B HILLMAN, 1208 LEMONTON COURTGULPH MILLSPA19428 OP. CONSULTING 204,285
CUSHMAN WAKEFIELD OF PA, 1650 MARKET ST33RD FLPHILADELPHIAPA19103 PROPERTY MANAGE 191,316
CTR FOR RESPONSIBLE FUNDING, 924 CHERRY STREET 520PHILADELPHIAPA19107 CAMPAIGN MANAGE 130,440
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet5
Form 990 (2012)
Form 990 (2012)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response to any question in this Part VIII ..............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a 247,379
b Membership dues....1b  
c Fundraising events....1c 470,268
d Related organizations...1d  
e Government grants (contributions)1e 681,861
f All other contributions, gifts, grants, and
similar amounts not included above1f 		61,754,202
g Noncash contributions included in lines
1a-1f:$ 		861,021
h Total. Add lines 1a-1f.......MediumBullet 63,153,710
Program Service Revenue Business Code
2a EMERGENCY FOOD BANK   13,408 13,408    
b DONOR CHOICE APPLICATION FEE   4,600 4,600    
c SPONSORSHIPS   2,000 2,000    
d DAYS OR CARING   1,737 1,737    
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 21,745
Other Revenue 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 786,562 786,562    
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents 417,641  
b Less: rental expenses    
c Rental income or (loss) 417,641  
d Net rental income or (loss).......MediumBullet 417,641     417,641
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 23,948,563  
b Less: cost or other basis and sales expenses 23,373,186  
c Gain or (loss) 575,377  
d Net gain or (loss)..........MediumBullet 575,377 575,377    
8a Gross income from fundraising events (not including
$ 470,268
of contributions reported on line 1c). See Part IV, line 18 ..
a 181,527
b Less: direct expenses ...b 181,527
c Net income or (loss) from fundraising events..MediumBullet      
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        
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        
Miscellaneous Revenue Business Code
11a DONOR DESIGN PROC FEE   2,691,781 2,691,781    
b OTHER   280,528 280,528    
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 2,972,309
12 Total revenue. See Instructions......MediumBullet 67,927,344 4,355,993   417,641
Form 990 (2012)
Form 990 (2012)
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).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 49,360,067 49,360,067
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 246,219 246,219
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 677,046   476,040 201,006
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 9,275,000 4,084,929 2,253,403 2,936,668
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 619,033 243,418 182,093 193,522
9 Other employee benefits ....... 1,028,925 406,477 302,301 320,147
10 Payroll taxes ........... 863,539 356,515 224,214 282,810
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 175,000   175,000  
c Accounting ........... 101,054   81,554 19,500
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17 129,678 129,678
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 2,309,511 1,808,017 215,684 285,810
12 Advertising and promotion .... 109,414 61,195 14,503 33,716
13 Office expenses ....... 296,553 126,089 53,837 116,627
14 Information technology ...... 476,338 195,976 124,994 155,368
15 Royalties ..        
16 Occupancy ........... 884,491 352,674 223,952 307,865
17 Travel ............ 151,753 73,787 28,113 49,853
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 877,823 379,179 65,720 432,924
20 Interest ...........        
21 Payments to affiliates ....... 501,056 186,207 134,249 180,600
22 Depreciation, depletion, and amortization ..... 620,738 231,167 173,117 216,454
23 Insurance .............. 106,984 39,617 35,683 31,684
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a PRINTING 546,995 143,914 20,075 383,006
b OFFICE SERVICES 253,706   253,706  
c OTHER 112,049 56,823 15,049 40,177
d GRANT OVERHEAD REIMB   167,035 -167,035  
e All other expenses     -6 6
25 Total functional expenses. Add lines 1 through 24e 69,722,972 58,519,305 4,886,246 6,317,421
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 (2012)
Form 990 (2012)
Page 11
Part X Balance Sheet Check if Schedule O contains a response to any question in this Part X ...............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing ............. 8,296,199 1 11,708,557
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ........... 19,977,741 3 23,177,430
4 Accounts receivable, net ............. 6,525,655 4 5,531,399
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 258,160 9 362,993
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 13,953,446
b Less: accumulated depreciation ..... 10b 10,251,174 2,588,215 10c 3,702,272
11 Investments—publicly traded securities .......... 47,662,195 11 54,666,285
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 85,308,165 16 99,148,936
Liabilities 17 Accounts payable and accrued expenses ......... 5,904,162 17 5,129,417
18 Grants payable ................. 22,999,244 18 28,274,079
19 Deferred revenue ................ 424,013 19 945,693
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23 366,262
24 Unsecured notes and loans payable to unrelated third parties ....   24  
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....................   25  
26 Total liabilities. Add lines 17 through 25......... 29,327,419 26 34,715,451
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 46,715,987 27 50,977,771
28 Temporarily restricted net assets ........... 7,510,509 28 9,704,819
29 Permanently restricted net assets ........... 1,754,250 29 3,750,895
Organizations that do not follow SFAS 117 (ASC 958), 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 ........... 55,980,746 33 64,433,485
34 Total liabilities and net assets/fund balances ........ 85,308,165 34 99,148,936
Form 990 (2012)
Form 990 (2012)
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
67,927,344
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
69,722,972
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-1,795,628
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
55,980,746
5
Net unrealized gains (losses) on investments ...............
5
3,655,470
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
6,592,897
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
64,433,485
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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If “Yes,” to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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 (2012)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
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
2012
Open to Public
Inspection
Name of the organization
UNITED WAY OF GREATER PHILADELPHIA
AND SOUTHERN NEW JERSEY
Employer identification number

23-1556045
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 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
Provide the following information about the supported organization(s).
(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 monetary support
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 59,296,768 60,093,107 53,894,618 59,962,909 63,153,710 296,401,112
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 59,296,768 60,093,107 53,894,618 59,962,909 63,153,710 296,401,112
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)..            
6 Public support. Subtract line 5 from line 4.           296,401,112
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
7 Amounts from line 4.. 59,296,768 60,093,107 53,894,618 59,962,909 63,153,710 296,401,112
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 1,202,006 1,145,456 1,065,342 1,141,858 1,204,203 5,758,865
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).           302,159,977
12
12
2,994,054
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
98.090 %
15
15
97.930 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 3
Part III
Support Schedule for Organizations Described in Section 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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (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) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 4
Part IV
Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and 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) 2012

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
2012
Name of the organization
UNITED WAY OF GREATER PHILADELPHIA
AND SOUTHERN NEW JERSEY
Employer identification number

23-1556045
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) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 2
Name of organization
UNITED WAY OF GREATER PHILADELPHIA
AND SOUTHERN NEW JERSEY 		Employer identification number

23-1556045
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) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 3
Name of organization
UNITED WAY OF GREATER PHILADELPHIA
AND SOUTHERN NEW JERSEY 		Employer identification number

23-1556045
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) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 4
Name of organization
UNITED WAY OF GREATER PHILADELPHIA
AND SOUTHERN NEW JERSEY 		Employer identification number

23-1556045
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) (2012)

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
2012
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, Part V, 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 GREATER PHILADELPHIA
AND SOUTHERN NEW JERSEY
Employer identification number

23-1556045
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 Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2012

Schedule C (Form 990 or 990-EZ) 2012
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 SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
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) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
  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) .................    
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) 2009 (b) 2010 (c) 2011 (d) 2012 (e) Total
             
2a Lobbying nontaxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		         
             
c Total lobbying expenditures          
             
d Grassroots nontaxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		          
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2012


Schedule C (Form 990 or 990-EZ) 2012
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)
No
Yes
(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? .........................................
Yes
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
 
No
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
Yes
 
871,066
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
 
No
 
j
Total. Add lines 1c through 1i ...............................
871,066
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
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, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Identifier Return Reference Explanation
ADDITIONAL INFORMATION SCHEDULE C, PART IV PART IIB LINE F: GRANTS TO OTHER ORGANIZATIONS FOR LOBBYING PURPOSES UNITED WAY PROVIDES GENERAL OPERATING SUPPORT GRANTS TO CERTAIN AGENCIES TO USE TOWARDS ADVOCACY FOR HEALTH AND HUMAN SERVICE ISSUES. EXAMPLES OF SUCH ADVOCACY INCLUDE ADVANCING EFFORTS TO INCREASE HIGH SCHOOL GRADUATION, SUPPORTING FINANCIAL SELF-SUFFICIENCY FOR LOW-INCOME PEOPLE AND DEVELOPING LONG-TERM SOLUTIONS AND RESPONSES TO PROBLEMS OF SENIOR CITIZENS. PART II B LINE 1J: UNITED WAY OCCASIONALLY ENGAGES IN ADVOCACY RELATED ACTIVITIES FOR FEDERAL AND STATE POLICIES AND PROGRAMS RELATED TO HEALTH AND HUMAN SERVICES.
Schedule C (Form 990 or 990EZ) 2012

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
2012
Open to Public Inspection
Name of the organization
UNITED WAY OF GREATER PHILADELPHIA
AND SOUTHERN NEW JERSEY
Employer identification number

23-1556045
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 section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, 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 XIII, 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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 XIII 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 XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 41,524,608 36,172,074 31,320,116 21,053,683 26,124,170
b Contributions ........ 4,103,355 8,458,109 811,126 8,908,846 648,130
c Net investment earnings, gains, and losses 5,043,667 -1,000,843 5,554,395 2,649,684 -4,511,275
d Grants or scholarships ..... -3,140,670 -2,057,299 -1,445,048 -1,212,670 -1,207,342
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses .... -74,413 -47,793 -68,515 -79,427  
g End of year balance ...... 47,456,547 41,524,608 36,172,074 31,320,116 31,053,683
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet83.840 %
b
Permanent endowment SchDMd Bullet10.910 %
c
Temporarily restricted endowment SchDMd Bullet5.250 %
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 XIII 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 .................   406,702 406,702
b Buildings ................   9,957,498 7,100,169 2,857,329
c Leasehold improvements ............        
d Equipment ................   3,589,246 3,151,005 438,241
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 3,702,272
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
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  








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Fin 48 (ASC 740) Footnote. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII .....................................................
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 46,918,843
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 3,655,470
b Donated services and use of facilities ......... 2b 976,077
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 1,116,031
e Add lines 2a through 2d ..................... 2e 5,747,578
3 Subtract line 2e from line 1..................... 3 41,171,265
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 XIII.) ........... 4b 26,756,079
c Add lines 4a and 4b....................... 4c 26,756,079
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 67,927,344
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ........... 1 43,929,819
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 976,077
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d -13,151
e Add lines 2a through 2d...................... 2e 962,926
3 Subtract line 2e from line 1..................... 3 42,966,893
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 XIII.) ............ 4b 26,756,079
c Add lines 4a and 4b....................... 4c 26,756,079
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 69,722,972
Part XIII
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
LIABILITY UNDER FIN 48 FOOTNOTE SCHEDULE D, PAGE 3, PART X THE PREPARATION OF FINANCIAL STATEMENTS IN CONFORMITY WITH WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES UNITED WAY TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY UNITED WAY. MANAGEMENT HAS PERFORMED THEIR EVALUATION AND BELIEVES THAT THERE ARE NO UNRECOGNIZED TAX BENEFITS THAT ARE REQUIRED TO BE DISCLOSED.
REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 2D ADJUSTMENT TO ALTERNATIVE MINIMUM PENSION LIABILITY 238,000 ADD: REVENUE RELATED TO PRIOR CAMPAIGN YEARS 705,576 ADD: ADJUSTMENT TO PREVIOUS YEAR'S UNCOLLECTIBLE RESERVE 437,908 LESS: ADJUSTMENT FOR HAAS DRAW -265,453
REVENUE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 4B AMOUNTS RAISED ON BEHALF OF OTHERS 27,875,654 LESS: UNCOLLECTIBLE DESIGNATIONS -1,119,575
EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 2D ADJ. TO PREVIOUS YEARS' DESIGNATIONS -32,876 BOOK / TAX DEPRECIATION DIFFERENCE 19,725
EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 4B AMOUNTS RAISED ON BEHALF OF OTHERS 27,875,654 LESS: UNCOLLECTIBLE DESIGNATIONS -1,119,575
SUPPLEMENTAL FINANCIAL INFORMATION SCHEDULE D, PAGE 4, PART XIII PART V - ENDOWMENT FUNDS - LINE 1B THE CURRENT YEAR VALUES INCLUDE 3,828,433 OF ENDOWMENT INVESTMENT FROM OTHER UNITED WAYS WHO WERE PART OF THE MERGER OF UNITED WAYS EFFECTIVE JULY 1, 2012. THE ACTUAL NEW ENDOWMENT CONTRIBUTIONS RECEIVED DURING THE YEAR WERE 274,922. PART V - ENDOWMENT FUNDS - LINE 4 - INTENDED USES FOR ENDOWMENT FUNDS UNITED WAY MAINTAINS ENDOWMENT FUNDS WHICH CONSIST OF BOARD DESIGNATED QUASI-ENDOWMENT FUNDS AND TEMPORARILY RESTRICTED ENDOWMENT FUNDS. THE ENDOWMENT IS HELD AND MANAGED BY BANK OF NEW YORK MELLON, FIDELITY INVESTMENTS, AND PNC WEALTH MANAGEMENT. UNITED WAY'S INTENDED USE OF THE ENDOWMENT IS TO PRESERVE THE FAIR VALUE OF THE PRINCIPAL IN PERPETUITY. INTEREST AND ACCUMULATED GAINS ARE USED TO PARTIALLY OFFSET OPERATING EXPENSES IN ACCORDANCE WITH UNITED WAY'S SPENDING POLICY. THIS AMOUNT IS GENERALLY CALCULATED AS 5% OF THE FIVE-YEAR AVERAGE MARKET VALUE OF THE BOARD DESIGNATED, TEMPORARILY RESTRICTED ENDOWMENT FUNDS AS OF SEPTEMBER 30TH OF EACH YEAR, EXCEPT WHERE THE DONOR RESTRICTIONS SPECIFY OTHERWISE.
Schedule D (Form 990) 2012

Additional Data


Software ID:  
Software Version:  




SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. Form 990-EZ filers are not required to complete this part. right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
UNITED WAY OF GREATER PHILADELPHIA
AND SOUTHERN NEW JERSEY
Employer identification number

23-1556045
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
CENTER FOR RESPONSIBLE FUNDING FUNDRAISIN   No 323,723 129,678 194,045
             
             
             
             
             
             
             
             
             
Total .................right arrow 323,723 129,678 194,045
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
NJ, PA
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2012
Schedule G (Form 990 or 990-EZ) 2012
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

FUNDRAISING
(event type) 		(b) Event #2

FUNDRAISING
(event type) 		(c) Other events

1
(total number) 		(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 463,172 105,293 83,330 651,795
2 Less: Contributions . . 331,904 73,565 64,799 470,268
3 Gross income (line 1
minus line 2) . . . 		131,268 31,728 18,531 181,527
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages .        
8 Entertainment . . .        
9 Other direct expenses . 131,268 31,728 18,531 181,527
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 181,527
11 Net income summary. Combine line 3, column (d), and line 10. .......... right arrow  
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2012
Schedule G (Form 990 or 990-EZ) 2012
Page 3
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Complete this part to provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Identifier Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2012
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
2012
Open to Public
Inspection
Name of the organization
UNITED WAY OF GREATER PHILADELPHIA
AND SOUTHERN NEW JERSEY
Employer identification number
23-1556045
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. Part II can be duplicated if additional space is needed.
(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) SEE ATTACHED

 
  		  40,976,926        






















2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
889
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
70
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2012

Schedule I (Form 990) 2012
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.
Part III can be duplicated 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
(1) PMTS TO COLLEGES & UNIV. 107 246,219      
(2) FOR TUITION & BOOKS AND          
(3) MORTGAGE COMPANIES FOR          
(4) HOME DOWNPAYMENTS. THE          
(5) PAYMENTS ARE MATCHING          
(6) GRANTS TO PARTICIPANTS IN          
(7) OUR INDIVIDUAL DEVELOP-          
(8) MENT ACCOUNT PROGRAM          
Part IV
Supplemental Information.
Complete this part to provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Identifier Return Reference Explanation
PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES SCHEDULE I, PAGE 1, PART I, LINE 2 AGENCIES RECEIVING GENERAL OPERATING SUPPORT GRANTS ARE MONITORED VIA THE FOLLOWING: 1) AGENCIES MUST SUBMIT AN APPLICATION THAT INCLUDES EXPLANATION OF THE PROPOSED USE AND RESULTS FROM USE OF THE FUNDING. 2) AGENCIES MUST SUBMIT AT LEAST SEMI-ANNUAL OUTCOMES REPORTS, WHICH ARE REVIEWED AND EVALUATED BY UNITED WAY STAFF. 3) AGENCIES MUST SUBMIT ANNUAL AUDITS, REVIEWED BY CPAS AS WELL AS BY UNITED WAY STAFF. 4) AGENCIES MUST CERTIFY THAT THEY HAVE RECEIVED INTERNAL REVENUE CODE SECTION 501(C) 3 TAX EXEMPT STATUS, ARE IN COMPLIANCE WITH USA PATRIOT ACT AGENCIES THAT RECEIVE FUNDING THROUGH TARGETED INVESTMENT GRANTS FOR SPECIFIC PURPOSES ARE MONITORED VIA THE FOLLOWING METHODS: 1) AGENCIES MUST SUBMIT PROJECT APPLICATIONS, OUTLINING THE SCOPE OF THE PROJECT AND DELIVERABLES. 2) AGENCIES MUST SUBMIT OUTCOMES REPORTS, WHICH ARE REVIEWED BY UNITED WAY STAFF. 3) AGENCIES MUST CERTIFY THAT THEY ARE IN COMPLIANCE WITH THE US PATRIOT ACT. AGENCIES THAT RECEIVE FUNDING PASSED THROUGH VIA RESTRICTED GRANTS MUST SUBMIT NARRATIVE REPORTS THAT DETAIL OUTCOMES RELATED TO GRANTS, AS WELL AS FINANCIAL REPORTS DETAILING THE SPENDING. AGENCIES ELIGIBLE FOR DESIGNATIONS THROUGH UNITED WAY'S DONOR CHOICE PROGRAM MUST UNDERGO SCREENING PRIOR TO RECEIVING FUNDING. THEY MUST CERTIFY THAT THEY HAVE RECEIVED INTERNAL REVENUE CODE SECTION 501(C)3 TAX EXEMPT STATUS, AND ARE IN COMPLIANCE WITH USA PATRIOT ACT. PLEASE NOTE THAT THE DIFFERENCE BETWEEN THE TOTAL AMOUNT DETAILED ON THIS SCHEDULE AND "GRANTS AND OTHER ASSISTANCE" ON PART IX, FORM 990 IS PRIMARILY DUE TO THE FACT THAT THIS SCHEDULE INCLUDES ALL CASH PAYMENTS MADE TO ORGANIZATIONS IN EXCESS OF 5,000 DURING THE FISCAL YEAR. THE AMOUNT SHOWN IN "GRANTS AND OTHER ASSISTANCE" IS ON THE ACCRUAL BASIS OF ACCOUNTING. ADDITIONALLY, PAYMENTS SHOWN ON SCHEDULE I INCLUDE AMOUNTS PAID TO AGENCIES AS A RESULT OF CONTRIBUTIONS PROCESSED ON BEHALF OF OTHER UNITED WAYS. UNITED WAY OF SOUTHEASTERN PENNSYLVANIA PROCESSES A NUMBER OF LARGE CAMPAIGNS FOR COMPANIES ON A NATIONAL LEVEL. THESE CAMPAIGNS INCLUDE FUNDS RAISED BY OTHER UNITED WAYS. AS THESE FUNDS ARE RAISED BY OTHER UNITED WAYS, UNITED WAY OF SOUTHEASTERN PENNSYLVANIA DOES NOT COUNT THESE DOLLARS AS PART OF OUR REVENUE TOTAL. THEREFORE, THERE IS NO CORRESPONDING DESIGNATION EXPENSES. WE RECORD THESE DOLLARS AS A RECEIVABLE, SINCE WE WILL COLLECT THE FUNDS, AND A LIABILITY, SINCE WE DISTRIBUTE THE FUNDS. SINCE UNITED WAY OF SOUTHEASTERN PENNSYLVANIA MAKES CASH PAYMENTS TO AGENCIES AS A RESULT OF THESE CONTRIBUTIONS, THEY ARE REFLECTED ON SCHEDULE I. THEY ARE NOT REFLECTED IN "GRANTS AND OTHER ASSISTANCE" ON PART IX, FORM 990.
Schedule I (Form 990) 2012


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
2012
Open to Public Inspection
Name of the organization
UNITED WAY OF GREATER PHILADELPHIA
AND SOUTHERN NEW JERSEY
Employer identification number

23-1556045
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 of the expenses described above? If "No," complete Part III to explain....
1b
 
 
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
 
 
3
Indicate which, if any, of the following the filing organization used 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
Yes
 
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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
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 (E) amounts for that individual.
(A) Name and Title (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)JILL MICHALPRESIDENTCEO (i)
(ii)		 269,183
  		43,127
  		 
  		8,000
  		33,286
  		353,596
  		 
 
(2)KAREN CLEARYSR VP FINANCE & OPE (i)
(ii)		 138,154
  		 
  		 
  		5,713
  		27,372
  		171,239
  		 
 
(3)ANNA MADONIASVP OF STRATEGIC PHI (i)
(ii)		 197,888
  		 
  		 
  		6,958
  		31,532
  		236,378
  		 
 
(4)LYNN GIARDINELLIVP OF HR (i)
(ii)		 137,373
  		 
  		 
  		6,971
  		23,968
  		168,312
  		 
 
(5)CHRISTOPHER MURRAYVP COMMUNICATIONS (i)
(ii)		 129,267
  		 
  		 
  		5,361
  		30,678
  		165,306
  		 
 
(6)ANN O'BRIENSR VP COM IMPACT (i)
(ii)		 161,173
  		 
  		 
  		6,113
  		26,470
  		193,756
  		 
 
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Identifier Return Reference Explanation
NON-FIXED PAYMENTS PROVIDED SCHEDULE J, PAGE 1, PART I, LINE 7 THE CEO HAS AN INCENTIVE BONUS OPPORTUNITY THAT IS BASED UPON GOALS AND OBJECTIVES AROUND RESOURCE DEVELOPMENT, COMMUNITY IMPACT AND OPERATIONS THAT ARE DOCUMENTED IN THE PERFORMANCE REVIEW PROCESS. THE EXECUTIVE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ASSESSING PERFORMANCE VERSUS THOSE GOALS AND OBJECTIVES AND DETERMINING THE AWARD AMOUNT. THE INCENTIVE IS AWARDED AFTER THOROUGH REVIEW AND DISCUSSION BY THE EXECUTIVE COMPENSATION COMMITTEE.
Schedule J (Form 990) 2012

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 organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
UNITED WAY OF GREATER PHILADELPHIA
AND SOUTHERN NEW JERSEY
Employer identification number

23-1556045
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 104 861,021 FAIR MARKET VALUE
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 ( )
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
 
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 an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2012)
Schedule M (Form 990) (2012)
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 USED TO PROCESS NONCASH CONTRIBUTIONS SCHEDULE M, PAGE 1, PART I, LINE 32B UNITED WAY MAINTAINS A BROKERAGE ACCOUNT WITH VANGUARD THAT IS USED TO RECEIVE DONATED SECURITIES. SECURITIES ARE LIQUIDATED FROM THIS ACCOUNT UPON DONATION.
Schedule M (Form 990) (2012)
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
2012
Open to Public
Inspection
Name of the organization
UNITED WAY OF GREATER PHILADELPHIA
AND SOUTHERN NEW JERSEY
Employer identification number

23-1556045
Identifier Return Reference Explanation
ADDITIONAL INFORMATION FORM 990 EFFECTIVE JULY 1, 2012, SEVEN UNITED WAY AGENCIES MERGED TO ESTABLISH THE UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY (UWGPSNJ). THE AGENCIES WHICH MERGED WERE: UNITED WAY OF ATLANTIC COUNTY, INC. UNITED WAY OF BURLINGTON COUNTY, INC. UNITED WAY OF CAMDEN COUNTY UNITED WAY OF CAPE MAY COUNTY INC. UNITED WAY OF GREATER CUMBERLAND COUNTY, INC. UNITED WAY OF SOUTHEAST DELAWARE COUNTY UNITED WAY OF SOUTHEASTERN PENNSYLVANIA UWGPSNJ RETAINED THE EMPLOYER IDENTIFICATION NUMBER OF THE UNITED WAY OF SOUTHEATERN PENNSYLVANIA LINE 22 - FOR THE YEAR ENDED JUNE 30, 2012, UNITED WAY GENERATED A SURPLUS OF 3,008,749. THIS SURPLUS WAS THE RESULT OF UNREALIZED INVEST- MENT GAINS. ADDITIONALLY, NET ASSETS OF 5,443,990 WERE ADDED AS A RESULT OF THE MERGER WITH THE FORMER UNITED WAYS OF ATLANTIC COUNTY, BURLINGTON COUNTY, CAMDEN COUNTY, CAPE MAY COUNTY, GREATER CUMBERLAND COUNTY, AND SOUTHEAST DELAWARE COUNTY. PART IX, COLUMN A, LINE 21 PAYMENTS TO AFFILIATES REPRESENTS ANNUAL DUES PAID TO UNITED WAY WORLDWIDE. PART IX, COLUMN A, LINE 24C OTHER PROFESSIONAL FEES INCLUDES FEES TO CONTRACTORS FOR PROFESSIONAL SERVICES. SUCH SERVICES INCLUDE DESIGN SERVICES FOR UNITED WAY'S CAMPAIGN MATERIALS, COMPENSATION CONSULTING SERVICES, CONSULTING FEES RELATED TO OUR ENDOWMENT CAMPAIGN AND PROFESSIONAL FEES RE- LATED TO WORK PREFORMED IN CONNECTION WITH RESTRICTED GRANTS. MERGER WITH GREATER PHILADELPHIA CARES GREATER PHILADELPHIA CARES ("GPC") MERGED INTO THE UNITED WAY EFFECTIVE FEBRUARY 29, 2012, AS APPROVED BY THE BOARD OF DIRECTORS OF UNITED WAY ON DECEMBER 7, 2011. GPC IS A 501(C)(3) ORGANIZATION IN PHILADELPHIA, PENNSYLVANIA WHOSE MISSION IS TO MOTIVATE PEOPLE TO VOLUNTEER THEIR TIME, TALENTS AND RESOURCES. THEY CONNECT PEOPLE AND ORGANIZATIONS IN THE REGION TO VOLUNTEERING AND ADVOCATING.
ALL OTHER ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4D HEALTH: (EXPENSES 3,291,023 INCLUDING GRANTS OF 2,785,461) (REVENUE 3,291,023) THE IMPACT FUND ENSURES HEALTHY OPTIONS AND HEALTHY CHOICES. A HEALTHY REGION IS A STRONG REGION, AND OUR HEALTH UNDERPINS OUR ABILITY TO THRIVE AT HOME, AT SCHOOL AND AT HOME, UNITED WAY CONNECTS CHILDREN, ADULTS, FAMILIES AND SENIORS WITH THE RESOURCES THEY NEED TO LEAD HEALTHY LIVES EVERY STEP OF THE WAY. IMPACT FUND MONITORING: (EXPENSES OF 894,633 INCLUDING GRANTS OF 0) (REVENUE 894,633) UNITED WAY'S WORK IN THIS AREA FOCUSES ON THE OVERALL DEVELOPMENT AND IMPLEMENTATION OF THE IMPACT FUND AGENDA. DONOR DESIGNATED FUNDING: (EXPENSES OF 26,788,955 INCLUDING GRANTS OF 26,788,955) (REVENUE 26,788,955) DONOR DIRECTED FUNDING TO ELIGIBLE NON-PROFIT ORGANIZATIONS RAISED AND DISTRIBUTED BY UNITED WAY.
SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS FORM 990, PAGE 6, PART VI, LINE 4 EFFECTIVE JULY 1, 2012, SEVEN UNITED WAY AGENCIES MERGED TO ESTABLISH THE UNITED WAY OF OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY (UWGPSNJ). THE AGENCIES WHICH MERGED WERE: UNITED WAY OF ATLANTIC COUNTY, INC. UNITED WAY OF BURLINGTON COUNTY, INC. UNITED WAY OF CAMDEN COUNTY UNITED WAY OF CAPE MAY COUNTY, INC. UNITED WAY OF GREATER CUMBERLAND COUNTY, INC. UNITED WAY OF SOUTHEAST DELAWARE COUNTY UNITED WAY OF SOUTHEASTERN PENNSYLVANIA UWGPSNJ RETAINED THE EMPLOYER IDENTIFICATION NUMBER OF THE UNITED WAY OF SOUTHERN PENNSYLVANIA.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B UNITED WAY'S 990 IS REVIEWED BY OUR AUDIT COMMITTEE, FINANCE COMMITTEE AND BOARD PRIOR TO FILING. OUR AUDIT COMMITTEE AND FINANCE COMMITTEE HAVE A FORMAL MEETING TO REVIEW AND DISCUSS THE DOCUMENT (COPIES ARE MAILED IN ADVANCE). UPON APPROVAL BY THE AUDIT COMMITTEE AND FINANCE COMMITTEE,THE 990 IS MAILED TO THE EXECUTIVE COMMITTEE OF OUR BOARD OF DIRECTORS FOR REVIEW. THE EXECUTIVE COMMITTEE ALSO MEETS TO DISCUSS AND REVIEW THE DOCUMENT. THEY PROVIDE APPROVAL PRIOR TO FILING. FINALLY, A COPY OF THE 990 IS PROVIDED TO OUR BOARD OF DIRECTORS, IN ADVANCE OF FILING, TO GIVE THEM AN OPPORTUNITY TO REVIEW AND ASK QUESTIONS ON THE DOCUMENT.
ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C UNITED WAY PROVIDES THE CONFLICT OF INTEREST POLICY TO ALL STAFF MEMBERS AND KEY VOLUNTEERS ON AN ANNUAL BASIS. THIS INCLUDES BOARD MEMBERS AND MEMBERS OF STANDING BOARD COMMITTEES. THESE GROUPS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. INDIVIDUALS ARE INSTRUCTED TO PROMPTLY NOTIFY UNITED WAY OF ANY PERCEIVED CONFLICT. CONFLICT OF INTEREST STATEMENTS ARE TRACKED AND MONITORED BY THE HUMAN RESOURCES DEPARTMENT. IT IS THE RESPONSIBILITY OF THE INDIVIDUAL TO MAKE UNITED WAY AWARE OF ANY CONFLICTS THAT ARISE AFTER THEY SIGN THE CONFLICT OF INTEREST DOCUMENT. IF THERE IS A REAL OR PERCEIVED CONFLICT OF INTEREST AN INDIVIDUAL MAY PARTICIPATE IN DISCUSSION AROUND A GIVEN ISSUE, BUT THEY ARE NOT PERMITTED TO VOTE.
COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A SAME PROCESS AS THAT OF OFFICERS.
COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B CEO COMPENSATION IS DETERMINED THROUGH A DOCUMENTED PROTOCOL AND PROCESS CONSISTING OF THE FOLLOWING ELEMENTS: 1: BOARD OF DIRECTORS OVERSIGHT. CEO PERFORMANCE AND COMPENSATION IS OVERSEEN BY A SPECIAL SUBCOMMITTEE OF THE BOARD/EXECUTIVE COMMITTEE. SPECIFIC DECISIONS RELATED TO COMPENSATION ARE MADE BY THE EXECUTIVE COMPENSATION SUBCOMMITTEE WHICH IS COMPOSED OF THE BOARD CHAIR, BOARD TREASURER, AND CHAIR OF THE HUMAN RESOURCES COMMITTEE. ACTIONS ARE REPORTED ON AN ANNUAL BASIS TO UWSEPA'S GOVERNANCE COMMITTEE. 2: EXTERNALLY PREPARED COMPARATIVE SALARY DATA: COMPARATIVE SALARY DATA FOR THE CEO AND ALL SENIOR MANAGEMENT POSITIONS IS RESEARCHED BY AN INDEPENDENT PROFESSIONAL COMPENSATION CONSULTANT, STRATEGIC COMPENSATION PLANNING, INC. THE EXECUTIVE COMPENSATION COMMITTEE IS PROVIDED WITH CEO SALARY INFORMATION BASED ON MORE THAN 10 EXTERNAL SURVEYS, CAPTURING NATIONAL, REGIONAL, AND LOCAL COMPENSATION DATA FOR SIMILARLY SIZED ORGANIZATIONS. THE DATA BALANCES INFORMATION FROM BOTH THE FOR PROFIT AND NONPROFIT SECTORS. 3: PERFORMANCE BASED SYSTEM: CEO PERFORMANCE IS ANNUALLY ASSESSED BY THE CEO PERFORMANCE ASSESSMENT TASK FORCE, WHOSE MEMBERSHIP CONSISTS OF THE BOARD OFFICERS, AND CHAIRS OF THE STANDING COMMITTEES (AS NOTED IN ITEM 1, COMPENSATION DECISIONS ARE OVERSEEN BY A SUBCOMMITTEE OF THIS LARGER GROUP). ALL MEMBERS OF THE BOARD'S EXECUTIVE COMMITTEE ARE ABLE TO PROVIDE WRITTEN INPUT ON THE CEO'S PERFORMANCE. THE CEO HAS DOCUMENTED GOALS AND OBJECTIVES ON WHICH PERFORMANCE IS BASED, PLUS DOCUMENTED DETAIL THAT GUIDES THE AWARD OF THE INCENTIVE OPPORTUNITY. THE INCENTIVE OPPORTUNITY IS AWARDED FOLLOWING A THOROUGH DISCUSSION OF THE CEO'S PERFORMANCE BY THE EXECUTIVE COMPENSATION COMMITTEE. THE DISCUSSION AND INCENTIVE AWARD ARE DOCUMENTED TO SUPPORT IMPLEMENTATION.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 UNITED WAY MAKES OUR FINANCIAL STATEMENTS AND FORM 990 AVAILABLE ON OUR WEBSITES. ADDITONALLY, THEY ARE MADE AVAILABLE UPON REQUEST. OUR GOVERNING DOCUMENTS AND CODE OF ETHICS ARE MADE AVAILABLE UPON REQUEST.
ADDITIONAL INFORMATION FORM 990, PART VII LINE 12 - UNITED WAY'S OVERHEAD CALCULATION FOR THE YEAR ENDED JUNE 30,2013 IS AS FOLLOWS: NUMERATOR: MGT. & GEN - PART IX, COLC, LN 25 4,886,246 FUNDRAISING- PART IX, COL D, LN 25 6,317,421 TOTAL NUMERATOR 11,203,667 DENOMINATOR: TOTAL REVENUE-PART VIII, COL A, LN 12 67,927,344 OVERHEAD RATE: 16.5% PLEASE NOTE THAT UNITED WAY CHARGES A COST RECOVERY FEE OF 12.5% ON EACH DONATED GIFT. THIS FEE IS INTENDED TO RECOVER THE COSTS INCURRED TO RAISE, COLLECT, ADMINISTER AND DISTRIBUTE GIFTS FROM CAMPAIGN REVENUE. SUCH COSTS INCLUDE FUNDRAISING, MARKETING, PLEDGE, PROCESSING, CUSTOMER SERVICE, FINANCE, AND INFORMATION TECHNOLOGY. THIS RATE IS LOWER THAN THE OVERHEAD RATE CALCULATED ABOVE DUE TO THE FACT THAT THE COST RECOVERY RATE FOR THE FORM 990 FILING INCLUDES ACTUAL INVESTMENT INCOME AND GAINS AND LOSSES FOR THE YEAR, WHILE THE COST RECOVERY FEE CALCULATION INCLUDED AMOUNTS UTILIZED THROUGH OUR SPENDING POLICY CALCULATION TO OFFSET EXPENSES. UNDER THE SPENDING POLICY, A PERCENTAGE OF THE MARKET VALUE OF INVESTMENTS AS OF SEPTEMBER 30TH IS USED TO OFFSET EXPENSES. ADDITIONALLY, THE METHODOLOGY FOR CALCULATION OVERHEAD ON THE FORM 990 AND OUR COST RECOVERY RATE DIFFERS. THE COST RECOVERY RATE IS INTENDED TO RECOVER OVERHEAD COSTS NET OF OFFSETTING INCOME, SUCH AS RENTAL AND MISCELLANEOUS INCOME AND THE SPENDING POLICY, FROM CAMPAIGN REVENUE ONLY. THE FORM 990 CALCULATION DIVIDES ACTUAL GROSS EXPENSES BY TOTAL REVENUE FROM ALL SOURCES.
ADDITIONAL INFORMATION FORM 990, PART VIII PART VIII, COLUMN A, LINE 1H FOLLOWING IS A RECONCILIATION OF CONTRIBUTIONS, GIFTS AND SIMILAR AMOUNTS RECEIVED TO THE AUDIT REPORT: GROSS ANNUAL CAMPAIGN PER FINANCIAL STATEMENTS 60,874,960 LEGACIES AND BEQUESTS 274,922 PROVISION FOR UNCOLLECTIBLE UNDESIGNATED PLEDGES (846,380) PROVISION FOR UNCOLLECTIBLE DESIGNATED PLEDGES (1,119,575) REVENUE RELATED TO PRIOR CAMPAIGNS (705,576) ADJUSTMENT TO PRIOR YEAR'S UNCOLLECTIBLE UNDESIGNATED PLEDGES (437,908) ALLOCABLE DOLLARS RECEIVED FROM OTHER UNITED WAYS 247,379 GRANTS AND OTHER CONTRIBUTIONS 4,865,888 CONTRIBUTIONS, GRANTS AND OTHER SIMILAR AMOUNTS RECEIVED PER LINE1H 63,153,710
RECONCILIATION OF CHANGES - OTHER FORM 990, PART XI, LINE 9 ADJUSTMENT TO ALTERNATIVE MINIMUM PENSION LIABILITY 238,000 ADD: REVENUE RELATED TO PRIOR CAMPAIGN YEARS 705,576 ADD: ADJUSTMENT TO PREVIOUS YEAR'S UNCOLLECTIBLE RESERVE 437,908 LESS: ADJUSTMENT FOR HAAS DRAW -265,453 AMOUNTS RAISED ON BEHALF OF OTHERS -27,875,654 LESS: UNCOLLECTIBLE DESIGNATIONS 1,119,575 ADJ. TO PREVIOUS YEARS' DESIGNATIONS 32,876 AMOUNTS RAISED ON BEHALF OF OTHERS 27,875,654 LESS: UNCOLLECTIBLE DESIGNATIONS -1,119,575 BOOK / TAX DEPRECIATION DIFFERENCE -19,725
OTHER CHANGES IN NET ASSETS EXPLANATION FORM 990, PART XI, LINE 9 NET ASSETS INCREASES DUE TO MERGER 5,463,715
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2012

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
UNITED WAY OF GREATER PHILADELPHIA
AND SOUTHERN NEW JERSEY
Employer identification number

23-1556045
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" to Form 990, Part IV, line 33.)
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) UWSEPA SHARED SERVICES COLLABORATIV
1709 BENJAMIN FRANKLIN PARKWAY
PHILADELPHIA,PA19103
 IT HOSTING PA 275,280 128,280 UWSEPA
 










Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) STRATEGIC COMMUNITY SOLUTIONS

1709 BENJAMIN FRANKLIN PKWY

PHILADELPHIA,PA19103
65-1241811 		ACCEPGIFTS PA 501C3 7 UWSEPA
 
 
No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35b, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) STRATEGIC COMMUNITY SOLUTIONS

 Q 2,500 CONTRACTED AMOUNT





Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under section 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V—UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation

Additional Data


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