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 private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 07-01-2014 , and ending 06-30-2015
BCheck if applicable:
CName of organization
United Way of Metropolitan Chicago INC
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
333 South Wabash Avenue 30th Floor
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Chicago, IL60604
D Employer identification number

30-0200478
E Telephone number

G Gross receipts $ 51,093,938
F Name and address of principal officer:
Wendy Duboe
333 South Wabash Avenue
Chicago,IL60604
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.uw-mc.org
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 2004
M State of legal domicile: IL
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: United Way of Metropolitan Chicago Improves lives by mobilizing caring people to invest in the community where their resources are needed most.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 26
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 25
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 112
6 Total number of volunteers (estimate if necessary) ............. 6 8,486
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) ......... 46,770,666 48,927,456
9 Program service revenue (Part VIII, line 2g) ......... 774,143 768,917
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 113,305 145,711
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 74,917
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 47,658,114 49,917,001
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 33,896,628 35,385,650
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 7,978,680 8,575,368
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 87,246
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet4,470,375    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 3,569,453 3,939,522
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 45,444,761 47,987,786
19 Revenue less expenses. Subtract line 18 from line 12....... 2,213,353 1,929,215
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 35,139,312 35,297,450
21 Total liabilities (Part X, line 26)............. 13,112,982 13,236,200
22 Net assets or fund balances. Subtract line 21 from line 20..... 22,026,330 22,061,250
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 (2014)
Form 990 (2014)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: UNITED WAY OF METROPOLITAN CHICAGO IMPROVES LIVES BY MOBILIZING CARING PEOPLE TO INVEST IN THE COMMUNITY WHERE THEIR RESOURCES ARE NEEDED MOST.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations 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 $ 19,844,994 including grants of $ 19,844,994 ) (Revenue $ 768,917 )
Other program service achievements include designations by donors to subordinate organizations (Member United Ways; $3,222,067), and other 501(c)(3) organizations ($15,916,457), grants to subordinate organizations (Member United Ways; $706,470).
4b (Code:   ) (Expenses $ 9,459,022 including grants of $ 7,371,553 ) (Revenue $   )
HEALTH AND WELLNESS Uwmc focuses on connecting people to a medical "home", Specifically, a primary care physician whenever possible, as well As providing health education for youth to promote lifestyle health and Prevention of chronic disease. Additionally, uwmc addresses safety net issues - basic needs and Crisis support - through agency partners, who provide food, shelter and safety from violence. For the year ending June 2015, uwmc helped connect 69,418 individuals to a Primary care physician and reduced barriers to accessing care (e.g., transportation, translation services) in 133,571 instances. 1,980 youth increased their intake of fruits and vegetables or The amount of physical activity in which they engaged. (note: These results exclude the muws; please refer to their separate Individual form 990s for specific results). In safety net services, for the year ending June 2015, uwmc served a total of 797,799 people, including 411,321 people who received a meal or Food from a pantry and 13,133 individuals who received safety Services related to domestic abuse. (note: these results exclude The muws; please refer to their separate individual form 990s for specific results)
4c (Code:   ) (Expenses $ 5,950,972 including grants of $ 4,637,679 ) (Revenue $   )
EDUCATION Uwmc focuses its education work in two critical transitions in a Child's educational life - starting kindergarten and beginning High school. Uwmc programs support quality early learning through Preschool and home visits to ensure young children have the strong Cognitive, emotional, and behavioral foundations to learn. Uwmc Programs also support struggling middle school youth with after School and family support programs to ensure they can enter high School on track to graduate. Our work for the year ending June 2015 ensured that 7,986 children improved Their screening scores and kindergarten readiness, and that 8,810 previously struggling Middle school students were promoted to the next grade level on track for graduation.(note: these results exclude the Muws; please refer to their separate individual form 990s for Specific results). Other Program Services Form 990, Part III, Line 4D INCOME - Total Expenses: $3,278,229; Total Grants: $2,554,771. Securing the financial stability of more households is one of the Strategies toward uwmc's efforts to improve lives in greater Chicago. Employment, financial literacy, and income supports are The three pillars of this work. For the year ending June 30, 2015, uwmc's programs placed 5,763 people in jobs. Additionally, 4,927 individuals gained financial knowledge through Programs and classes. 4,730 people were connected to benefits such As child care and the supplemental nutrition assistance program (snap) that will make a significant difference in their stability. (note: these results exclude the muws; please refer to their Separate individual form 990s for specific results). Neighborhood networks - total expenses: $1,253,221; total grants: $976,653. To address the complex challenges in high need communities Throughout the region, united way of metropolitan Chicago developed the united way neighborhood Network initiative. The initiative utilizes a collective impact model to work with community coalitions to guide strategies with partners, coordinate resources and programming, and Collaborate on measurement - all toward a common community goal. More information, including goals and results in schedule o.
(Code:   ) (Expenses $ 4,531,450 including grants of $ 3,531,424 ) (Revenue $   )
See Part III, Line 4D Description in SCH O
4d Other program services (Describe in Schedule O.)
(Expenses $ 4,531,450 including grants of $ 3,531,424 ) (Revenue $   )
4e Total program service expensesMediumBullet39,786,438
Form 990 (2014)
Form 990 (2014)
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 III
Click 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
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part 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
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI 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 other assistance to or for any foreign organization? 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 other assistance to or for foreign individuals? 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 (2014)
Form 990 (2014)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government 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 or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, 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 25a................
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), 501(c)(4), and 501(c)(29) 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
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? 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........
33
 
No
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........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
21
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
112
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” to line 3b, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?
.........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring 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 (2014)
Form 990 (2014)
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 or note to any line 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
26
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
25
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
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review 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
IL
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletJEFFREY BROWN
333 S WABASH AVE 30TH FLOOR
Chicago,IL60604 (312) 906-2350
Form 990 (2014)
Form 990 (2014)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Ellen Costello........................................................................
Chairperson
5.0
.......................0.0
X   X       0 0 0
(2) Frederick H Waddell........................................................................
Vice Chairperson
2.0
.......................0.0
X   X       0 0 0
(3) Jay L Henderson........................................................................
Vice Chairperson
2.0
.......................0.0
X   X       0 0 0
(4) Deborah L Dehaas........................................................................
Vice Chairperson
2.0
.......................0.0
X   X       0 0 0
(5) Martha Hinchman........................................................................
Treasurer
2.0
.......................0.0
X   X       0 0 0
(6) Lisa N Johnson........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(7) Andrew J McKenna Sr........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(8) Tyrone C Fahner........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(9) Patrick J Canning........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(10) Cary Grace........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(11) Dean Harrison........................................................................
Board Member
4.0
.......................0.0
X           0 0 0
(12) Cheryl A Francis........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(13) Paul La Schiazza........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(14) Jorge Ramirez........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(15) Thomas F Bennington Jr........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(16) Timothy P Maloney........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(17) Lester H McKeever Jr........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
Form 990 (2014)
Form 990 (2014)
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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) W James Farrell........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(19) Rev Larry L Jackson........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(20) Kristie Paskvan........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(21) Deborah K Price........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(22) William A Von Hoene Jr........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(23) Rick Fezell........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(24) Scott Swanson........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(25) Robert A Sullivan........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(26) ELIZABETH REESE THRU 615........................................................................
BOARD MEMBER
1.0
.......................0.0
X           0 0 0
(27) JOE PICONETHRU 615........................................................................
BOARD MEMBER
1.0
.......................0.0
X           0 0 0
(28) NEERAJ K MEHTATHRU 315........................................................................
BOARD MEMBER
1.0
.......................0.0
X           0 0 0
(29) ALISON L CHUNGTHRU 615........................................................................
BOARD MEMBER
1.0
.......................0.0
X           0 0 0
(30) Wendy Du Boe........................................................................
President & CEO
37.5
.......................0.0
    X       347,712 0 21,966
(31) Jennifer Fronek........................................................................
VP of Finance
37.5
.......................0.0
    X       121,971 0 13,867
(32) Serita Guyton........................................................................
EA/Secretary
37.5
.......................0.0
    X       91,781 0 19,828
(33) Joseph Vanyo........................................................................
COO
37.5
.......................0.0
    X       200,677 0 15,409
(34) Andrea Bazan........................................................................
SVP Resource Development
37.5
.......................0.0
    X       200,847 0 11,079
(35) Jose Rico........................................................................
SVP of Comm Investment
37.5
.......................0.0
    X       144,616 0 18,329
(36) Jeffrey Brown........................................................................
Controller
37.5
.......................0.0
    X       44,275 0 7,948
(37) Risa Davis........................................................................
VP Corporate Development
37.5
.......................0.0
        X   135,972 0 18,350
(38) Marian Crabtree........................................................................
VP Indiv & Major Gifts
37.5
.......................0.0
        X   117,201 0 24,055
(39) Ann Manikas........................................................................
VP for HR and Inclusion
37.5
.......................0.0
        X   115,929 0 22,162
(40) Anna ClarkeTHRU 514........................................................................
FMR VP Mktg & Comm
37.5
.......................0.0
        X   128,513 0 5,398
(41) Christal Stinson THRU 514........................................................................
FMR VP Indiv & Major Gifts
37.5
.......................0.0
        X   142,316 0 8,697
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 1,791,810 0 187,088
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet10
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
NOVITEX ENTERPRISE SOLUTIONS,
PO BOX 845801
DALLAS,TX75284
ADMINISTRATIVE 172,843
UPIC SOLUTIONS,
2400 READING ROAD
CINCINNATI,OH45202
TECHNOLOGY 144,385
GRANT THORNTON,
171 N Clark St Ste 200
CHICAGO,IL60694
ACCT AND CONSULTING 184,385
Frontstream,
11480 Commerce Park Dr Suite 300
RESTON,VA201911575
pledge processing 102,552
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet4
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 132,585
b Membership dues....1b  
c Fundraising events....1c 34,185
d Related organizations...1d  
e Government grants (contributions)1e 1,958,070
f All other contributions, gifts, grants, and
similar amounts not included above
1f
46,802,616
g Noncash contributions included in lines
1a-1f:$
775,302
h Total. Add lines 1a-1f.......MediumBullet 48,927,456
 Program Service RevenueAmt Business Code
2a MANAGEMENT FEES FROM OTHER UW ORGS 561000 569,146 569,146    
b DESIGNATION FEES 561000 199,771 199,771    
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 768,917
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 84,961     84,961
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss) 0 0
d Net rental income or (loss).......MediumBullet 0      
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 1,136,254  
b Less: cost or other basis and sales expenses 1,075,504  
c Gain or (loss) 60,750  
d Net gain or (loss)..........MediumBullet 60,750     60,750
8a Gross income from fundraising events (not including
$ 34,185
of contributions reported on line 1c). See Part IV, line 18 ..
a 176,350
b Less: direct expenses ...b 101,433
c Net income or (loss) from fundraising events..MediumBullet 74,917   74,917
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 0
12 Total revenue. See Instructions......MediumBullet 49,917,001 768,917   220,628
Form 990 (2014)
Form 990 (2014)
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 or note to any line 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 domestic organizations and domestic governments. See Part IV, line 21 .... 35,385,650 35,385,650
2 Grants and other assistance to domestic individuals. See Part IV, line 22 .... 0  
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............ 0  
4 Benefits paid to or for members .... 0  
5 Compensation of current officers, directors, trustees, and key employees .... 2,240,281 731,620 644,942 863,719
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages .... 5,042,945 1,766,740 1,416,785 1,859,420
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 216,291 77,041 63,097 76,153
9 Other employee benefits ....... 866,441 286,474 230,310 349,657
10 Payroll taxes ........... 209,410 76,823 68,882 63,705
11 Fees for services (non-employees):        
a Management ...... 298,885 91,209 137,495 70,181
b Legal ......... 21,991 7,004 9,854 5,133
c Accounting ........... 212,214 25,200 187,014  
d Lobbying ........... 19,079 19,079    
e Professional fundraising services. See Part IV, line 17 87,246 87,246
f Investment management fees ...... 267,452   267,452  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) .... 72,488 72,488    
12 Advertising and promotion .... 275,016 164,034 11,871 99,111
13 Office expenses ....... 177,025 53,837 67,936 55,252
14 Information technology ...... 534,895 262,362 91,421 181,112
15 Royalties .. 0      
16 Occupancy ........... 824,193 287,302 226,381 310,510
17 Travel ............ 158,365 85,979 21,471 50,915
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 114,104 60,179 11,805 42,120
20 Interest ........... 11,186 3,691 3,244 4,251
21 Payments to affiliates ....... 475,939 158,562 138,545 178,832
22 Depreciation, depletion, and amortization ..... 377,353 125,683 109,918 141,752
23 Insurance .............. 91,168 40,135 22,089 28,944
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 STAFF DEVELOPMENT 8,169 5,346 461 2,362
b
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 47,987,786 39,786,438 3,730,973 4,470,375
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 (2014)
Form 990 (2014)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 654 1 654
2 Savings and temporary cash investments ......... 13,565,787 2 13,605,851
3 Pledges and grants receivable, net ........... 12,529,931 3 12,773,758
4 Accounts receivable, net ............. 2,379,467 4 1,327,691
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
0 5 0
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
0 6 0
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 0 8 0
9 Prepaid expenses and deferred charges .......... 240,864 9 240,489
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 5,421,693
b Less: accumulated depreciation ..... 10b 3,000,211 2,771,420 10c 2,421,482
11 Investments—publicly traded securities .......... 3,651,189 11 4,927,525
12 Investments—other securities. See Part IV, line 11 ..... 0 12 0
13 Investments—program-related. See Part IV, line 11 ..... 0 13 0
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 0 15 0
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 35,139,312 16 35,297,450
Liabilities 17 Accounts payable and accrued expenses ......... 5,633,078 17 5,298,500
18 Grants payable ................. 0 18 0
19 Deferred revenue ................ 250,000 19 0
20 Tax-exempt bond liabilities ............. 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
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.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 7,229,904 25 7,937,700
26 Total liabilities. Add lines 17 through 25......... 13,112,982 26 13,236,200
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 .............. 4,082,179 27 2,351,250
28 Temporarily restricted net assets ........... 15,557,438 28 16,476,012
29 Permanently restricted net assets ........... 2,386,713 29 3,233,988
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 ........... 22,026,330 33 22,061,250
34 Total liabilities and net assets/fund balances ........ 35,139,312 34 35,297,450
Form 990 (2014)
Form 990 (2014)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
49,917,001
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
47,987,786
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
1,929,215
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
22,026,330
5
Net unrealized gains (losses) on investments ...............
5
-174,335
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
-1,719,960
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
22,061,250
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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
Yes
 
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
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
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 Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
United Way of Metropolitan Chicago INC
 
Employer identification number

30-0200478
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
a
b
c
d
e
f
Enter the number of supported organizations .............................  
g
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 listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 47,429,505 46,605,648 44,364,314 47,250,524 48,927,456 234,577,447
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3 47,429,505 46,605,648 44,364,314 47,250,524 48,927,456 234,577,447
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).. 57,704,397
6 Public support. Subtract line 5 from line 4. 176,873,050
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
7 Amounts from line 4.. 47,429,505 46,605,648 44,364,314 47,250,524 48,927,456 234,577,447
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 229,664 224,739 95,174 88,018 84,961 722,556
9 Net income from unrelated business activities, whether or not the business is regularly carried on..           0
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..         176,350 176,350
11 Total support Add lines 7 through 10. 235,476,353
12
12
2,727,885
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
75.113 %
15
15
75.801 %
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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 VI.) ..            
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 5
Part IV
Supporting Organizations (continued)

Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 6
Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1.   Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors (explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7   Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 7
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2014 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2014
(iii)
Distributable
Amount for 2014
1 Distributable amount for 2014 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2014
(reasonable cause required--see instructions)
 
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2014 distributable amount  
i Carryover from 2009 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2014 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2014 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2014, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)
 
6 Remaining underdistributions for 2014. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)
 
7 Excess distributions carryover to 2015. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......  
e From 2014.......  
Schedule A (Form 990 or 990-EZ) (2014)
Schedule A (Form 990 or 990-EZ) 2014
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2014

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.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Name of the organization
United Way of Metropolitan Chicago INC
 
Employer identification number

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





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, 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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 2
Name of organization
United Way of Metropolitan Chicago INC
 
Employer identification number

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

   
 
 
  ,    

$RESTRICTED


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 3
Name of organization
United Way of Metropolitan Chicago INC
 
Employer identification number

30-0200478
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 4
Name of organization
United Way of Metropolitan Chicago INC
 
Employer identification number

30-0200478
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. 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) (2014)

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 Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
United Way of Metropolitan Chicago INC
 
Employer identification number

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

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

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

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

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










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2014

Schedule C (Form 990 or 990-EZ) 2014
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) ...... 9,369  
b Total lobbying expenditures to influence a legislative body (direct lobbying) ....... 9,710  
c Total lobbying expenditures (add lines 1a and 1b) ................... 19,079  
d Other exempt purpose expenditures ........................ 44,950,544  
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 44,969,623  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
1,000,000  
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ................. 250,000  
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) Total
2a Lobbying nontaxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
b Lobbying ceiling amount
(150% of line 2a, column(e))
6,000,000
c Total lobbying expenditures 23,429 20,150 16,381 19,079 79,039
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
e Grassroots ceiling amount
(150% of line 2d, column (e))
1,500,000
f Grassroots lobbying expenditures 11,179 10,847 8,906 9,369 40,301
Schedule C (Form 990 or 990-EZ) 2014


Schedule C (Form 990 or 990-EZ) 2014
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? .........................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
 
c
Media advertisements? ....................................
 
 
 
d
Mailings to members, legislators, or the public? .........................
 
 
 
e
Publications, or published or broadcast statements? .......................
 
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
 
 
i
Other activities? ..........................
 
 
 
j
Total. Add lines 1c through 1i ...............................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
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, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2014

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.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
United Way of Metropolitan Chicago INC
 
Employer identification number

30-0200478
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of 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)
Revenue 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
Revenue 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) 2014

Schedule D (Form 990) 2014
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, for escrow or custodial account liability?
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 .... 3,440,419 2,906,177 2,603,079 2,353,326 1,794,845
b Contributions ........ 1,261,551 75,458 75,000 195,156 155,506
c Net investment earnings, gains, and losses -33,460 458,784 228,098 54,597 402,975
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........
         
f Administrative expenses ....          
g End of year balance ...... 4,668,510 3,440,419 2,906,177 2,603,079 2,353,326
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet67.500 %
c
Temporarily restricted endowment SchDMd Bullet32.500 %
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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. 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 .................      
b Buildings ................        
c Leasehold improvements ............ 0 2,265,567 377,469 1,888,098
d Equipment ................ 0 3,156,126 2,622,742 533,384
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 2,421,482
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. 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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. 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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0
OTHER LONG TERM LIABILITIES, NET OF CURRENT PORTION 81,800
DEFERRED RENT, NET OF CURRENT PORTITION 2,188,500
ASSET RETIREMENT OBLIGATION 212,057
OBLIGATION FOR RETIREMENT BENEFITS 5,455,263





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 7,937,620
2. Liability for uncertain tax positions. 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) 2014

Schedule D (Form 990) 2014
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 31,416,007
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -174,335
b Donated services and use of facilities ......... 2b 3,531,411
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 479,858
e Add lines 2a through 2d ..................... 2e 3,836,934
3 Subtract line 2e from line 1..................... 3 27,579,073
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 22,337,928
c Add lines 4a and 4b....................... 4c 22,337,928
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 49,917,001
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 31,105,057
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 3,531,411
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d -20,414,140
e Add lines 2a through 2d...................... 2e -16,882,729
3 Subtract line 2e from line 1..................... 3 47,987,786
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  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 47,987,786
Part XIII
Supplemental Information
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.
Return Reference Explanation
Intended Uses of Endowment Funds Schedule D, Part V, Line 4 The intended uses of the United Way of Metropolitan Chicago endowment funds include funding innovative programs that address critical and emerging needs, ensuring current needs are met, and providing resources to respond quickly and effectively to unexpected crisis.
Uncertain Tax Positions (FIN 48) Schedule D, Part X, Line 2 UWMC, and its Member United Ways, South-Southwest, North-Northwest, and DuPage/West Cook have received favorable determination letters from the Internal Revenue Service, stating that they are exempt from Federal income taxes under the provisions of 501(c)(3) of the Internal Revenue Code of 1986, except for income taxes pertaining to unrelated business income. Accounting guidance requires tax effects from uncertain tax positions to be recognized in the financial statements only if the position is more likely than not to be sustained if the position was to be challenged by a taxing authority. Management has determined there are no material uncertain positions which require recognition in the financial statements. Additionally, no provision for income taxes is reflected in these financial statements. There is no interest or penalties recognized in the financial statements. The tax years ending 2011, 2012, 2013 and 2014 are still open to audit for both Federal and state purposes.
Supplemental Description - Other Schedule D, Part XI, Line 2d Gain on Prior Year Pledge Write-off $479,858
Supplemental Description - Other Schedule D, Part XI, Line 4b Designations to subordinate organizations 3,222,067 Designations to other organizations 16,116,228 Member United Way Grants 706,470 Reimbursement from Other United Ways for Support Services 182,146 Reimbursement from Subordinate Organizations 387,000 Transfer of MUW Net Assets 1,724,017 ----------- Total $22,337,928
Supplemental Description - Other Schedule D, Part XII, Line 2d Designations to subordinate organizations (3,222,067) Designations to other organizations (16,116,228) Member United Way Grants (706,470) Reimbursement from Other United Ways for Support Services (182,146) Reimbursement from Subordinate Organizations (387,000) Designation fees 199,771 ------------- Total ($20,414,140)
Schedule D (Form 990) 2014

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. right arrowAttach to Form 990 or Form 990-EZ.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
United Way of Metropolitan Chicago INC
 
Employer identification number

30-0200478
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17. Form 990-EZ
filers are not required to complete this part.
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
Campbell Company
One East Wacker Drive
Suite 2100
Chicago, IL60601
campaign consulting   No 0 87,246 0
             
             
             
             
             
             
             
             
             
Total .................right arrow 0 87,246 0
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2014
Schedule G (Form 990 or 990-EZ) 2014
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

Celeb Event
(event type)
(b) Event #2

YLS Ignite
(event type)
(c) Other events

1
(total number)
(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 122,850 70,927 16,758 210,535
2 Less: Contributions . . 14,490 19,695   34,185
3 Gross income (line 1
minus line 2) . . .
108,360 51,232 16,758 176,350
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . .        
6 Rent/facility costs . . 15,315 9,000   24,315
7 Food and beverages . 27,386 8,956   36,342
8 Entertainment . . .   900   900
9 Other direct expenses . 32,239 770 6,867 39,876
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 101,433
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow 74,917
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. Subtract line 7 from line 1, column (d) ......... right arrow  
9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct 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) 2014
Schedule G (Form 990 or 990-EZ) 2014
Page 3
11
Does the organization conduct 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 activities conducted 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. 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 provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2014
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.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
United Way of Metropolitan Chicago INC
 
Employer identification number
30-0200478
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. 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 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) McCormick Foundation
205 N Michigan Ste 4300
Chicago,IL60601
36-3689171 501 ( C )(3) 1,768,335       Program Support
(2) Catholic Charities of the Archdiocese of Chicago
721 N LaSalle Street
Chicago,IL60654
53-0196617 501 ( C )(3) 1,744,463       Program Support
(3) American Red Cross of Greater Chicago
2200 W Harrison Street
Chicago,IL60612
53-0196605 501 ( C )(3) 1,337,011       Program Support
(4) Jewish Federation of Metropolitan Chgo
One S Franklin Street
Chicago,IL60606
36-2167761 501 ( C )(3) 1,088,041       Program Support
(5) Metropolitan Family Services - Sullivan Elementar
One N Dearborn
Chicago,IL60602
36-2167940 501 ( C )(3) 836,459       Program Support
(6) Salvation Army Metropolitan Chicago
5040 N Pulaski Road
Chicago,IL60630
36-2167910 501 ( C )(3) 588,639       Program Support
(7) Brighton Park Neighborhood Council
4477 S Archer Avenue
Chicago,IL60632
36-4229387 501 ( C )(3) 550,526       Program Support
(8) Metropolitan Family Service Dupage
222 E Willow Avenue
Wheaton,IL60187
36-2167061 501 ( C )(3) 547,764       Program Support
(9) YMCA of Metropolitan Chicago - Community Sc
801 N Dearborn Street
Chicago,IL60610
36-2179782 501 ( C )(3) 409,617       Program Support
(10) Association House of Chicago
1116 N Kedzie Ave
Chicago,IL60651
36-2166961 501 ( C )(3) 300,144       Program Support
(11) Illinois African American Coalition for Prevention
850 W Jackson Blvd Suite 340
Chicago,IL60607
20-5024795 501 ( C )(3) 292,173       Program Support
(12) Near N Health Service Corporation
1276 N Clybourn
Chicago,IL60610
36-3197647 501 ( C )(3) 249,175       Program Support
(13) LAF
111 W Jackson Blvd Suite 300
Chicago,IL60604
36-2754650 501 ( C )(3) 237,992       Program Support
(14) Peer Services
906 Davis Street Suite 101
Evanston,IL60201
36-2848969 501 ( C )(3) 231,952       Program Support
(15) Center for Economic Progress
29 E Madison Street Suite 900
Chicago,IL60602
36-3693728 501 ( C )(3) 195,737       Program Support
(16) MidW Asian Health Association
230 W Cermak 2F Rear Mailbox 13
Chicago,IL60616
36-4526722 501 ( C )(3) 193,578       Program Support
(17) Chicago Urban League
4510 S Michigan Avenue
Chicago,IL60653
36-2225483 501 ( C )(3) 187,286       Program Support
(18) Carole Robertson Center For Learning
2020 W Roosevelt Road
Chicago,IL60608
36-2882124 501 ( C )(3) 172,025       Program Support
(19) Lawrence Hall Youth Services
4833 N Francisco Avenue
Chicago,IL60625
36-2167771 501 ( C )(3) 168,140       Program Support
(20) The Chicago Lighthouse for People Who Are Blind or
1850 W Roosevelt Road
Chicago,IL60608
36-2169139 501 ( C )(3) 166,765       Program Support
(21) Gary Comer Youth Center Inc
7200 S Ingleside Avenue
Chicago,IL60619
45-5399472 501 ( C )(3) 150,806       Program Support
(22) Safer Foundation
571 W Jackson Blvd
Chicago,IL60661
36-2762168 501 ( C )(3) 143,414       Program Support
(23) Center for Community Academic Success Partnership
10824 S Halsted St Suite 100
Chicago,IL60628
26-1178838 501 ( C )(3) 143,312       Program Support
(24) Inspiration Corporation
4554 N Broadway St Suite 207
Chicago,IL60640
36-3673980 501 ( C )(3) 138,764       Program Support
(25) Thresholds
4101 N Ravenswood
Chicago,IL60613
36-3071248 501 ( C )(3) 136,692       Program Support
(26) Children's Home & Aid Society of IL
125 S Wacker Drive 14th Floor
Chicago,IL60606
36-2167743 501 ( C )(3) 132,861       Program Support
(27) Ywca Metropolitan Chicago
1 N LaSalle Street Suite 1150
Chicago,IL60602
36-2179765 501 ( C )(3) 130,776       Program Support
(28) The Cara Program
237 S Desplaines
Chicago,IL60661
36-4268095 501 ( C )(3) 130,637       Program Support
(29) Chicago Child Care Society
5467 S University Avenue
Chicago,IL60615
36-2166998 501 ( C )(3) 126,225       Program Support
(30) Chicago Youth Centers
3947 S Michigan Avenue
Chicago,IL60653
36-2344429 501 ( C )(3) 125,528       Program Support
(31) El Valor Corporation
1850 W 21st Street
Chicago,IL60608
23-7294683 501 ( C )(3) 125,149       Program Support
(32) Access Living of Metropolitan Chicago
115 W Chicago Avenue
Chicago,IL60610
36-3310774 501 ( C )(3) 119,249       Program Support
(33) Heartland Alliance For Human Needs & Hum Human Rig
208 S Lasalle Street Suite 1300
Chicago,IL60604
36-1877640 501 ( C )(3) 112,328       Program Support
(34) American Cancer Society Illinois Division
225 N Michigan Ave Suite 1200
Chicago,IL60601
13-1788491 501 ( C )(3) 110,944       Program Support
(35) Erie Neighborhood House
1701 W Superior Street
Chicago,IL60622
36-3043253 501 ( C )(3) 105,715       Program Support
(36) Chinese Mutual Aid Association
1016 W Argyle Street
Chicago,IL60640
36-3139799 501 ( C )(3) 105,205       Program Support
(37) Childserv
8765 W Higgins Road Suite 450
Chicago,IL60631
36-2171716 501 ( C )(3) 102,330       Program Support
(38) LEAP Innovations
33 S State St Ste 400
Chicago,IL60603
46-4784152 501 ( C )(3) 100,593       Program Support
(39) Heartland Human Care Services
208 S Lasalle Street Suite 1300
Chicago,IL60604
36-4053244 501 ( C )(3) 100,000       Program Support
(40) Heart of Illinois United Way
509 W High St
Peoria,IL61606
37-0661504 501 ( C )(3) 96,380       Program Support
(41) Apna Ghar Inc (Our Home)
4350 N Broadway 2nd Floor
Chicago,IL60613
36-3698770 501 ( C )(3) 90,000       Program Support
(42) Howard Brown Health Center
4025 N Sheridan Road
Chicago,IL60613
36-2894128 501 ( C )(3) 86,167       Program Support
(43) Namaste Charter School
3737 S Paulina Street
Chicago,IL60609
20-0285795 501 ( C )(3) 85,000       Program Support
(44) Willow Creek Care Center
67 E Algonquin Road
S Barrington,IL60010
51-0164942 501 ( C )(3) 84,398       Program Support
(45) N Lawndale Employment Network
3726 W Flournoy Street
Chicago,IL60624
36-4295189 501 ( C )(3) 83,323       Program Support
(46) Teen Living Programs Inc
162 W Hubbard Street Ste 400
Chicago,IL60654
36-2867274 501 ( C )(3) 82,412       Program Support
(47) Family Rescue
9204 S Commercial Avenue Suite 4
Chicago,IL60617
36-3170408 501 ( C )(3) 79,876       Program Support
(48) Jane Addams Resource Corporation
4432 N Ravenswood Ave
Chicago,IL60640
36-3682559 501 ( C )(3) 79,535       Program Support
(49) After School Matters
66 E Randolph Street
Chicago,IL60101
36-4409182 501 ( C )(3) 76,815       Program Support
(50) Central States SER - Jobs for Progress Inc
3948 W 26th Street
Chicago,IL60623
36-1211270 501 ( C )(3) 75,120       Program Support
(51) Instituto Del Progreso Latino
2570 S Blue Island Ave
Chicago,IL60608
36-2937375 501 ( C )(3) 75,000       Program Support
(52) Christopher House
1611 W Division St Ste 207
Park City,IL60085
23-7316001 501 ( C )(3) 73,914       Program Support
(53) Mujeres Latinas En Accion
2124 W 21st Place
Chicago,IL60608
36-2877520 501 ( C )(3) 72,676       Program Support
(54) Chinese American Service League Inc
2141 S Tan Court
Chicago,IL60616
36-2984043 501 ( C )(3) 72,543       Program Support
(55) Bright Star Community Outreach - Bronzeville Dream
4518 S Cottage Gr
Chicago,IL60653
26-2007088 501 ( C )(3) 72,215       Program Support
(56) Jewish United Fund
30 S Wells Suite 4059
Chicago,IL60606
36-2167034 501 ( C )(3) 71,955       Program Support
(57) AIDS Foundation of Chicago
200 W Jackson Boulevard Suite 210
Chicago,IL60606
36-3412054 501 ( C )(3) 70,043       Program Support
(58) United Way of Lake County (IL)
330 S Greenleaf Street
Gurnee,IL60031
36-2167949 501 ( C )(3) 70,036       Program Support
(59) Neopolitan Lighthouse Domestic Violence Agency
864 N Christiana Avenue
Chicago,IL60651
36-3309888 501 ( C )(3) 70,030       Program Support
(60) Esperanza Health Center
2001 S California
Chicago,IL60608
32-0115907 501 ( C )(3) 70,000       Program Support
(61) Family Focus
310 S Peoria Street 301
Chicago,IL60607
36-2884042 501 ( C )(3) 68,739       Program Support
(62) City Year Chicago
36 S Wabash
Chicago,IL60603
22-2882549 501 ( C )(3) 68,626       Program Support
(63) Connections For Abused Women and their Children
PO Box 477916
Chicago,IL60647
36-2950380 501 ( C )(3) 67,413       Program Support
(64) Henry Booth House
2929 S WABASH AVE STE 203
Chicago,IL60616
36-2171681 501 ( C )(3) 66,290       Program Support
(65) Access Community Health Network
600 W Fulton Street 2nd Fl
Chicago,IL60661
36-3317058 501 ( C )(3) 65,003       Program Support
(66) BUILD Inc
5100 W Harrison Street
Chicago,IL60644
23-7022085 501 ( C )(3) 64,239       Program Support
(67) Catholic Charities Diocese of Joliet
203 N Ottawa Street
Joliet,IL60432
36-2170817 501 ( C )(3) 63,470       Program Support
(68) Breaking Free
120 Gale Street
Aurora,IL60506
36-2957395 501 ( C )(3) 63,250       Program Support
(69) Changing Worlds
329 W 18th Street Suite 613
Phoenix,AZ60616
36-4340874 501 ( C )(3) 62,989       Program Support
(70) Academy For Urban School Leadership (Ausl)
3400 N Austin
Chicago,IL60634
36-4447457 501 ( C )(3) 62,891       Program Support
(71) Heartland International Health Center
3048 N Wilton Ave 2nd Fl
Chicago,IL60657
36-3843377 501 ( C )(3) 62,768       Program Support
(72) Deborah's Place
2822 W Jackson Boulevard
Chicago,IL60612
36-3382973 501 ( C )(3) 61,691       Program Support
(73) PADS Inc dba Hesed House
659 S River Street
Aurora,IL60506
36-3285644 501 ( C )(3) 60,860       Program Support
(74) Enlace Chicago
2756 S Harding
Chicago,IL60623
36-3727669 501 ( C )(3) 60,360       Program Support
(75) SGA Youth & Family Services
11 E Adams Street Suite 1500
Chicago,IL60603
36-2167916 501 ( C )(3) 58,745       Program Support
(76) Boys and Girls Clubs of Chicago
550 W Van Buren Suite 350
Chicago,IL60607
36-2166997 501 ( C )(3) 58,432       Program Support
(77) American Heart Association Chicago
208 S Lasalle Street Ste 900
Chicago,IL60604
13-5613797 501 ( C )(3) 57,132       Program Support
(78) Breakthrough Urban Ministries
402 N St Louis Avenue
Chicago,IL60624
36-3810926 501 ( C )(3) 56,355       Program Support
(79) Cabrini Green Legal Aid Clinic
740 N Milwaukee Avenue
Chicago,IL60642
36-2775706 501 ( C )(3) 56,245       Program Support
(80) National Kidney Foundation of Illinois
215 W Illinois Street Suite 1C
Chicago,IL60654
36-6009226 501 ( C )(3) 56,115       Program Support
(81) Health Leads
9119 S Exchange Ave
Chicago,IL60617
45-0484533 501 ( C )(3) 56,102       Program Support
(82) Greater Chicago Food Depository
4100 W Ann Lurie Place
Chicago,IL60632
36-2971864 501 ( C )(3) 54,890       Program Support
(83) Chicago House and Social Service Agency
1925 N Clybourn Avenue Suite 401
Chicago,IL60614
36-3376432 501 ( C )(3) 53,489       Program Support
(84) La Casa Norte
3533 W N Avenue
Chicago,IL60647
36-4041525 501 ( C )(3) 52,208       Program Support
(85) St Leonard's Ministries
2100 W Warren Blvd
Chicago,IL60612
36-2378516 501 ( C )(3) 52,112       Program Support
(86) College Church in Wheaton
332 E Seminary Avenue
Wheaton,IL60187
36-2203929 501 ( C )(3) 52,068       Program Support
(87) Gads Hill Center
1919 W Cullerton Street
Chicago,IL60608
36-2167082 501 ( C )(3) 52,044       Program Support
(88) Chicago Commons Association
515 E 50th Street
Chicago,IL60615
36-2169136 501 ( C )(3) 50,150       Program Support
(89) Center for Changing Lives
1955 N Saint Louis Ave 101
Chicago,IL60647
36-3731388 501 ( C )(3) 50,107       Program Support
(90) Evanston Township High School
1600 Dodge Ave
Evanston,IL60201
30-0395044 501 ( C )(3) 50,000       Program Support
(91) Austin Coming Together
5049 W Harrison Street
Chicago,IL60644
45-0920919 501 ( C )(3) 50,000       Program Support
(92) Asian Human Services
4753 N Broadway Suite 700
Chicago,IL60640
36-3005889 501 ( C )(3) 50,000       Program Support
(93) Casa Central
1343 N California Avenue
Chicago,IL60622
36-2728618 501 ( C )(3) 49,416       Program Support
(94) Healthcare Alternative Systems
1942 N California Ave
Chicago,IL60647
23-7432930 501 ( C )(3) 48,065       Program Support
(95) New Start Chicago
PO Box 597962
Chicago,IL60659
35-2408406 501 ( C )(3) 47,130       Program Support
(96) Ann & Robert H Lurie Children's Hospital of Chic
225 E Chicago Avenue
Chicago,IL60611
36-2170833 501 ( C )(3) 46,966       Program Support
(97) Lincoln Park Zoological Society
2001 N Clark St
Chicago,IL60614
36-2512404 501 ( C )(3) 46,465       Program Support
(98) Ladder Up
233 S Wacker Drive Suite 9100
Chicago,IL60606
36-4070692 501 ( C )(3) 46,273       Program Support
(99) Junior Achievement (Chicago)
651 W Washington Blvd Suite 404
Chicago,IL60661
84-1223492 501 ( C )(3) 46,020       Program Support
(100) Erie Family Health Center
1701 W Superior Street
Chicago,IL60622
36-3088628 501 ( C )(3) 42,903       Program Support
(101) Wings Program Inc
PO Box 95615
Palatine,IL60095
36-3456061 501 ( C )(3) 42,382       Program Support
(102) KPMG Foundation
3 Chestnut Ridge Road
Montvale,NJ07645
13-6262199 501 ( C )(3) 41,645       Program Support
(103) Perspectives Charter Schools
1530 S State St 2nd Fl
Chicago,IL60605
36-4167576 501 ( C )(3) 41,113       Program Support
(104) New Life Centers of Chicagoland
4101 W 51st Street
Chicago,IL60632
20-2380358 501 ( C )(3) 41,100       Program Support
(105) Chicago Community Trust Foundation
225 N Michigan Avenue Suite 2200
Chicago,IL60601
36-3432023 501 ( C )(3) 40,765       Program Support
(106) Esperanza Community Services
520 N Marshfield Avenue
Chicago,IL60622
36-2678083 501 ( C )(3) 40,658       Program Support
(107) Loaves & Fishes Community Services
1871 High Grove Lane
Naperville,IL60540
36-3786777 501 ( C )(3) 37,352       Program Support
(108) DuPagePads
601 W Liberty
Wheaton,IL60187
36-3675494 501 ( C )(3) 36,552       Program Support
(109) St Jude Children's Research Hospital
262 Danny Thomas Place
Memphis,TN38105
62-0646012 501 ( C )(3) 35,500       Program Support
(110) Autism Speaks Chicagoland Chapter
2700 S River Road
Des Plaines,IL60018
20-2329938 501 ( C )(3) 34,580       Program Support
(111) Paws Chicago
1997 N Clybourn Avenue
Chicago,IL60614
36-4219778 501 ( C )(3) 34,502       Program Support
(112) Mercy Home for Boys & Girls
1140 W Jackson Boulevard
Chicago,IL60607
36-2171726 501 ( C )(3) 33,513       Program Support
(113) Young Men's Educational Network YMEN
1241 S Pulaski PO Box 23410
Chicago,IL60623
36-4124098 501 ( C )(3) 33,021       Program Support
(114) Teamwork Englewood
815 W 63rd Street
Chicago,IL60621
74-3102944 501 ( C )(3) 32,536       Program Support
(115) YWCA Evanston-N Shore
1215 Church Street
Evanston,IL60201
36-2193618 501 ( C )(3) 32,237       Program Support
(116) Youth Guidance
1 N Lasalle Street Suite 900
Chicago,IL60602
36-2167032 501 ( C )(3) 32,214       Program Support
(117) Misericordia Home
6300 N Ridge Ave
Chicago,IL60660
36-2170153 501 ( C )(3) 32,020       Program Support
(118) Boy Scouts of America Chicago Area Council #118
1218 W Adams Street
Chicago,IL60607
36-2169128 501 ( C )(3) 31,468       Program Support
(119) The Children's Place Association
1436 W Randolph Fifth Floor
Chicago,IL60607
36-3641017 501 ( C )(3) 31,085       Program Support
(120) Inner-City Muslim Action Network IMAN
2744 W 63rd Street
Chicago,IL60629
36-4167433 501 ( C )(3) 30,322       Program Support
(121) Lawyers Committee For Better Housing
33 N LaSalle St Suite 900
Chicago,IL60602
36-3134577 501 ( C )(3) 30,136       Program Support
(122) Restaurant Opportunities Center of Chicago
77 W Washington Street
Chicago,IL60602
10-0939141 501 ( C )(3) 30,000       Program Support
(123) Arab American Action Network
3148 W 63rd Street 2nd Floor
Chicago,IL60629
36-4034958 501 ( C )(3) 30,000       Program Support
(124) Oak Park River Forest Food Pantry
848 Lake Street
Oak Park,IL60301
27-2018997 501 ( C )(3) 29,742       Program Support
(125) Arab American Family Services
9044 S Octavia Ave
Bridgeview,IL60455
60-0002593 501 ( C )(3) 28,477       Program Support
(126) El Hogar del Nino
1710-18 S Loomis Street
Chicago,IL60608
36-2749858 501 ( C )(3) 28,249       Program Support
(127) United Way of Central Kane County
1020 Cedar Avenue Suite 214
Saint Charles,IL60174
23-7101039 501 ( C )(3) 26,723       Program Support
(128) S Suburban Family Shelter Inc
18137 Harwood Avenue
Homewood,IL60430
36-3089796 501 ( C )(3) 26,368       Program Support
(129) United Performing Arts Fund
301 W Wisconsin Avenue Suite 600
Milwaukee,WI53203
39-6100399 501 ( C )(3) 26,250       Program Support
(130) Providence St Mel School - Summer Oppor tunityOu
119 S Central Park Blvd
Chicago,IL60624
36-2977187 501 ( C )(3) 26,004       Program Support
(131) Boys Hope Girls Hope of Illinois
1100 N Laramie
Wilmette,IL60091
51-0248353 501 ( C )(3) 26,000       Program Support
(132) Holy Family Ministries Holy Family Ministries - S
3415 W Arthington
Chicago,IL60624
36-4320533 501 ( C )(3) 25,787       Program Support
(133) Big Shoulders Fund
212 W Van Buren Suite 900
Chicago,IL60607
36-3490557 501 ( C )(3) 25,320       Program Support
(134) Providence College
1 Cunningham Square
Providence,RI02918
50-0258932 501 ( C )(3) 25,000       Program Support
(135) Latinos Progressando
3047 W Cermak
Chicago,IL60623
36-4355072 501 ( C )(3) 25,000       Program Support
(136) Elmhurst Christian Reformed Church
149 W Brush Hill Road
Elmhurst,IL60126
36-2521910 501 ( C )(3) 25,000       Program Support
(137) HFS Chicago Scholars -HFS Scholarship Fund
1074 W Taylor Street 201
Chicago,IL60607
36-3922345 501 ( C )(3) 24,160       Program Support
(138) United Way of Will County
54 N Ottawa St Ste 300
Joliet,IL60432
36-2515625 501 ( C )(3) 24,132       Program Support
(139) College for Every Student
2303 Main St
Essex,NY12936
22-3159630 501 ( C )(3) 24,101       Program Support
(140) Big Brothers Big Sisters of Metropolitan Chicago
560 W Lake Street 5th Floor
Chicago,IL60661
36-2681212 501 ( C )(3) 24,030       Program Support
(141) Eer Seals Dupage and the Fox Valley Region
830 S Addison Avenue
Villa Park,IL60181
36-2476388 501 ( C )(3) 23,335       Program Support
(142) Gift of Adoption Fund
2001 Waukegan Road PO Box 567
Techny,IL60082
39-1863217 501 ( C )(3) 22,760       Program Support
(143) Latin School of Chicago Scholarship Fund
59 W N Blvd
Chicago,IL60610
36-2258525 501 ( C )(3) 22,295       Program Support
(144) University of Notre Dame
1100 Grace Hall
Notre Dame,IN46556
35-0868188 501 ( C )(3) 20,580       Program Support
(145) Sarah's Circle
4750 N Sheridan Rd Ste 220
Chicago,IL60640
36-3043662 501 ( C )(3) 20,550       Program Support
(146) United Way Of Greater Cincinnati
2400 Reading Road
Cincinnati,OH45202
31-0537502 501 ( C )(3) 20,260       Program Support
(147) Citi Performing Arts Center
270 Tremont Street
Boston,MA02116
51-0197209 501 ( C )(3) 20,005       Program Support
(148) Illinois Sikh Community Center
2131 Creekside Drive
Wheaton,IL60187
80-0249107 501 ( C )(3) 20,000       Program Support
(149) Chicago Botanic Garden
1000 Lake Cook Road
Glencoe,IL60022
36-2225482 501 ( C )(3) 20,000       Program Support
(150) Aunt Martha's Youth Service Center Inc
19990 Governors Highway
Olympia Fields,IL60461
23-7188150 501 ( C )(3) 20,000       Program Support
(151) Chicago Lights
126 E Chestnut St
Chicago,IL60011
36-3786331 501 ( C )(3) 19,892       Program Support
(152) Juvenile Protective Association
1707 N Halsted Street
Chicago,IL60614
36-2167765 501 ( C )(3) 19,845       Program Support
(153) Make-A-Wish Foundation of America
4742 N 24th Street Suite 400
Pheonix,AZ85016
86-0481941 501 ( C )(3) 19,759       Program Support
(154) Ravinia Festival Association
418 Sheridan Road
Highland Park,IL60035
36-6002273 501 ( C )(3) 19,555       Program Support
(155) Adler Planetarium
1300 S Lakeshore Drive
Chicago,IL60605
36-6210902 501 ( C )(3) 19,445       Program Support
(156) Ronald McDonald House Charities
1301 W 22nd St Ste 905
Oak Brook,IL60523
36-3532553 501 ( C )(3) 19,098       Program Support
(157) Chicago Childrens Advocacy Center
1240 S Damen Avenue
Chicago,IL60608
36-4251865 501 ( C )(3) 19,072       Program Support
(158) St Sabina Employment Resource Center
7909 S Racine Ave
Chicago,IL60620
36-3844384 501 ( C )(3) 19,000       Program Support
(159) Connections For the Homeless
2010 Dewey Avenue Suite 303
Evanston,IL60201
36-3346917 501 ( C )(3) 18,550       Program Support
(160) Alzheimer's Association National Office
225 N Michigan Avenue Suite 1700
Chicago,IL60601
13-3039601 501 ( C )(3) 18,032       Program Support
(161) Children's Clinic The
320 Lake Street
Oak Park,IL60302
36-9002074 501 ( C )(3) 17,625       Program Support
(162) WTTW
5400 N Saint Louis Avenue
Chicago,IL60625
36-2246703 501 ( C )(3) 17,547       Program Support
(163) Glen Ellyn Children's Chorus Anima Young Singers o
501 Hill Avenue Suite 207
Glen Ellyn,IL60137
36-3159041 501 ( C )(3) 17,500       Program Support
(164) Leukemia and Lymphoma Society
651 W Washington Blvd Suite 400
Chicago,IL60661
36-2517012 501 ( C )(3) 17,138       Program Support
(165) First Book
1319 F Street NW Suite 1000
Washington,IL20004
52-1779606 501 ( C )(3) 16,902       Program Support
(166) UNICEF U S Fund for
125 Maiden Lane 10th Floor
Suite 207
New York,NY10038
13-1760110 501 ( C )(3) 16,762       Program Support
(167) The Anti-Cruelty Society
157 W Grand Avenue
Chicago,IL60654
36-2179814 501 ( C )(3) 16,440       Program Support
(168) Horizons for Youth
703 W Monroe Street
Chicago,IL60661
36-3796784 501 ( C )(3) 16,300       Program Support
(169) McGaw YMCA
1000 Grove Street
Evanston,IL60201
36-2169194 501 ( C )(3) 15,762       Program Support
(170) People's Resource Center
201 S Naperville Road
Wheaton,IL60187
36-3157600 501 ( C )(3) 15,715       Program Support
(171) Kenilworth United Fund
419 Richmond Road
Kenilworth,IL60043
36-6146232 501 ( C )(3) 15,547       Program Support
(172) One Hope United - Nern Region
215 N Milwaukee Avenue
Lake Villa,IL60046
36-2181967 501 ( C )(3) 15,322       Program Support
(173) JDRF International Illinois Chapter
1 N LaSalle St Suite 1200
Chicago,IL60610
23-1907729 501 ( C )(3) 15,125       Program Support
(174) Chicago Shakespeare Theater
800 E Grand Avenue
Chicago,IL60611
36-3467607 501 ( C )(3) 15,120       Program Support
(175) American Friends of NATAL
1120 Avenue of the Americas 4th Fl
New York,NY10036
20-1914370 501 ( C )(3) 15,118       Program Support
(176) Boys And Girls Club Of Greater Milwaukee
1558 N 6th Street PO Box 2486
Milwaukee,WI53212
39-0806292 501 ( C )(3) 15,100       Program Support
(177) Nern Illinois Food Bank
440 Keller
Park City,IL60085
36-3203648 501 ( C )(3) 15,096       Program Support
(178) Chicago Public Library Foundation
20 N Michigan Ave Suite 520
Chicago,IL60602
36-3480353 501 ( C )(3) 15,013       Program Support
(179) Ounce of Prevention Fund
33 W Monroe Suite 2400
Chicago,IL60603
36-3186328 501 ( C )(3) 15,000       Program Support
(180) Center For Independence Through Conductive Educati
100 W Plainfield Road Suite 100
Countryside,IL60525
36-4259162 501 ( C )(3) 14,742       Program Support
(181) Habitat For Humanity International
121 Habitat Street
Suite 520
Joliet,IL60436
91-1914868 501 ( C )(3) 14,705       Program Support
(182) Chicago Youth Programs Inc
5350 S Prairie Ave
Suite 2400
Chicago,IL60615
36-3635676 501 ( C )(3) 14,391       Program Support
(183) Alzheimer's Association Greater Illinois Chapter
8430 W Bryn Mawr Avenue Suite 800
Chicago,IL60631
36-3102348 501 ( C )(3) 14,226       Program Support
(184) Special Olympics Illinois
605 E Willow
Normal,IL61761
36-2922811 501 ( C )(3) 13,757       Program Support
(185) Sarah's Inn
5846 W Madison Street
Chicago,IL60644
36-3084461 501 ( C )(3) 13,745       Program Support
(186) By The Hand Club For Kids (Formerly Kids' Club)
PO Box 10043
Chicago,IL60610
20-3144284 501 ( C )(3) 13,643       Program Support
(187) Glenwood Academy Glenwood School
500 W 187th Street
Glenwood,IL60425
36-2167087 501 ( C )(3) 13,600       Program Support
(188) A Safe Haven
2750 W Roosevelt Road
Chicago,IL60608
36-4444200 501 ( C )(3) 13,600       Program Support
(189) Fox Valley United Way
44 E Galena Blvd
Aurora,IL60505
36-2195467 501 ( C )(3) 13,549       Program Support
(190) Heart and Mind Foundation
1443 W Division Street
Chicago,IL60642
36-4404961 501 ( C )(3) 13,295       Program Support
(191) Cystic Fibrosis Foundation Greater Illinois Chapt
150 N Michigan Avenue Suite 400
Chicago,IL60601
13-1930701 501 ( C )(3) 13,205       Program Support
(192) Primo Center for Women and Children
4241 W Washington Blvd
Chicago,IL60624
36-2966006 501 ( C )(3) 13,157       Program Support
(193) Feed My Starving Children
401 93rd Avenue NW
Coon Rapids,MN55433
41-1601449 501 ( C )(3) 13,060       Program Support
(194) GlicksGiving Foundation
2 Londonderry Lane
Lincolnshire,IL60069
61-1460390 501 ( C )(3) 12,850       Program Support
(195) Boys & Girls Club of Dundee Township
POBox 173
Carpentersville,IL60110
36-4184937 501 ( C )(3) 12,843       Program Support
(196) Wounded Warrior Project
230 W Monroe Street Suite 200
Chicago,IL60606
20-2370934 501 ( C )(3) 12,671       Program Support
(197) Boy Scouts of America NE Illinois Council
2745 Skokie Valley Road
Highland Park,IL60035
36-2663224 501 ( C )(3) 12,525       Program Support
(198) Jewish Community Centers of Chicago
30 S Wells
Chicago,IL60606
36-2167758 501 ( C )(3) 12,500       Program Support
(199) DePaul University
1 E Jackson Blvd
Chicago,IL60604
36-2167048 501 ( C )(3) 12,487       Program Support
(200) Urban Gateways Center for Art Education
205 W Randolph Ste 1700
Chicago,IL60606
36-6083080 501 ( C )(3) 12,400       Program Support
(201) Arise Africa
316 Bailey Avenue
Fort Worth,TX76107
27-2014915 501 ( C )(3) 12,360       Program Support
(202) TriCity Family Services
1120 Randall Court
Geneva,IL60134
23-7310008 501 ( C )(3) 12,336       Program Support
(203) Barrington Area United Way
200 James Street
Barrington,IL60010
23-7123024 501 ( C )(3) 12,309       Program Support
(204) United Way of Greater McHenry County
4508 Prime Parkway
McHenry,IL60050
36-6147909 501 ( C )(3) 12,276       Program Support
(205) Catholic Church Extension Society
150 S Wacker Drive Suite 2000
Chicago,IL60606
36-6000520 501 ( C )(3) 12,250       Program Support
(206) Hephzibah Children's Association
946 N Blvd
Oak Park,WI60301
36-2167096 501 ( C )(3) 12,220       Program Support
(207) Queen of Angels Catholic Elementary School - Learn
4520 N Wern
Chicago,IL60625
36-2170908 501 ( C )(3) 12,100       Program Support
(208) The Golden Apple Foundation
Eight S Michigan Avenue Suite 700
Chicago,IL60603
31-3392992 501 ( C )(3) 11,500       Program Support
(209) Harvest Bible Chapel
800 Rohwling Road
Rolling Meadows,IL60008
36-3590027 501 ( C )(3) 11,500       Program Support
(210) EPIC
1913 W Townline Road
Peoria,IL61615
37-0794792 501 ( C )(3) 11,250       Program Support
(211) Boy Scouts Three Fires Council
415 N 2nd Street
St Charles,IL60174
36-3831877 501 ( C )(3) 11,061       Program Support
(212) Children's Advocacy Center of N and NW Cook Co
640 Illinois Blvd
Hoffman Estates,IL60169
36-3711203 501 ( C )(3) 11,006       Program Support
(213) Ray Graham Association
2801 Finley Road
Downers Grove,IL60515
36-2411166 501 ( C )(3) 10,954       Program Support
(214) Bridge Youth and Family Services
721 S Quentin Road Suite 103
Palatine,IL60067
23-7093615 501 ( C )(3) 10,891       Program Support
(215) Rehabilitation Institute of Chicago
345 E Superior Street
Chicago,IL60611
36-2256036 501 ( C )(3) 10,835       Program Support
(216) Project VISION Inc
2301 S Archer Avenue Unite 3
Chicago,IL60616
20-0293881 501 ( C )(3) 10,222       Program Support
(217) Earth Share
7735 Old Georgetown Rd Suite 900
Bethesda,MD20814
52-1601960 501 ( C )(3) 10,090       Program Support
(218) Crossroads for Kids
119 Myrtle Street
Duxbury,MA02332
42-0103837 501 ( C )(3) 10,087       Program Support
(219) Evangelical Child and Family Agency
1617 S 124th Street
New Berlin,WI53151
36-2229573 501 ( C )(3) 10,013       Program Support
(220) Children of Peace School Scholarship Program
1900 W Taylor Street
Chicago,IL60612
36-2212711 501 ( C )(3) 10,001       Program Support
(221) World Learning
1 Kipling Road PO Box 676
Brattleboro,VT05302
30-0179592 501 ( C )(3) 10,000       Program Support
(222) Schools That Can Milwaukee Inc
111 W Pleasant Street Suite 101
Milwaukee,WI53212
27-2818891 501 ( C )(3) 10,000       Program Support
(223) Roosevelt University
430 S Michigan
Chicago,IL60605
36-2167854 501 ( C )(3) 10,000       Program Support
(224) NWern Memorial Foundation - Hospice & Pallative
251 E Huron Street Galter Pavilio
Chicago,IL60611
36-2167817 501 ( C )(3) 10,000       Program Support
(225) Marist High School
4200 W 115th Street
Chicago,IL60655
36-2516871 501 ( C )(3) 10,000       Program Support
(226) Lydia Home Association
223 S Winnebago Street
Rockford,IL61102
36-1412810 501 ( C )(3) 10,000       Program Support
(227) Grace Ministries
748 Jones Road
Minooka,IL60447
33-1098777 501 ( C )(3) 10,000       Program Support
(228) Friedman Foundation for Educational Choice
One American Square Suite 2420
Indianapolis,IN46282
35-1978359 501 ( C )(3) 10,000       Program Support
(229) Community Cancer Research Foundation
926 Ridge Road
Munster,IN46321
35-2146374 501 ( C )(3) 10,000       Program Support
(230) Bridgeport Catholic Academy
3700 S Lowe
Chicago,IL60653
36-3377611 501 ( C )(3) 10,000       Program Support
(231) Boys and Girl Club of America (MidW)
1590 Wilkening Road
Schaumburg,IL60173
13-5562976 501 ( C )(3) 10,000       Program Support
(232) BEDS Plus Care Inc
PO Box 2035 150 S Ashland Avenue
Lagrange,IL60525
36-3741040 501 ( C )(3) 10,000       Program Support
(233) Arc of Hope
9435 Springfield Avenue
Evanston,IL60203
32-0301689 501 ( C )(3) 10,000       Program Support
(234) Thrive Counseling Center
120 S Marion Street
Oak Park,IL60302
36-2179793 501 ( C )(3) 9,981       Program Support
(235) The Community House
415 W Eighth Street
Hinsdale,IL60521
36-2167735 501 ( C )(3) 9,842       Program Support
(236) Operation Uplift
104 S 5th Ave
Maywood,IL60153
36-2672201 501 ( C )(3) 9,772       Program Support
(237) Kohl Childrens Museum of Greater Chicago Inc
2100 Patriot Blvd
Glenview,IL60126
36-3706878 501 ( C )(3) 9,675       Program Support
(238) United Way of Greater Milwaukee
225 W Vine St
Milwaukee,WI53212
39-0806190 501 ( C )(3) 9,673       Program Support
(239) Doctors Without Borders USA
333 Seventh Ave 2nd Floor
New York,NY10001
13-3433452 501 ( C )(3) 9,560       Program Support
(240) Helping Hand Center
9649 W 55th Street
Countryside,IL60525
36-2327271 501 ( C )(3) 9,534       Program Support
(241) Little Friends Inc
140 N Wright Street
Naperville,IL60540
36-2698644 501 ( C )(3) 9,434       Program Support
(242) Children at the Crossroads Foundation Scholarship
751 N State Street
Chicago,IL60654
36-3654481 501 ( C )(3) 9,400       Program Support
(243) Multiple Sclerosis Society Illinois Chapter Nati
525 W Monroe Street Suite 900
Chicago,IL60661
36-2249887 501 ( C )(3) 9,393       Program Support
(244) Restoration Ministries Inc
253 E 159th Street
Harvey,IL60426
36-3552070 501 ( C )(3) 9,151       Program Support
(245) Resurrection College Prep High School
7500 W Talcott
Chicago,IL60631
36-2174825 501 ( C )(3) 9,130       Program Support
(246) Our Lady of Mt Carmel Academy Catholic Church Ar
720 W Belmont Ave
Chicago,IL60657
36-2170893 501 ( C )(3) 8,920       Program Support
(247) Community Health Charities
200 N Glebe Road 801
Arlington,VA22203
13-6167225 501 ( C )(3) 8,919       Program Support
(248) St Jude Children's Research Hospital MidW Affil
4619 N Ravenswood Suite 302
Chicago,IL60640
36-1044585 501 ( C )(3) 8,861       Program Support
(249) Girl Scouts of Greater Chicago and N NW Indiana
20 S Clark Street
Chicago,IL60603
36-3871241 501 ( C )(3) 8,842       Program Support
(250) Emerald City Theatre
2936 N Sport Avenue 3rd FL
Chicago,IL60657
36-4104597 501 ( C )(3) 8,702       Program Support
(251) Pillars
333 N La Grange Road - 2nd Floor
Lagrange,IL60526
36-4166490 501 ( C )(3) 8,660       Program Support
(252) Lake Area United Way
221 W Ridge Road
Griffith,IN46319
23-7170019 501 ( C )(3) 8,654       Program Support
(253) Barrington Area Conservation Trust Inc
210 W Main Street
Barrington,IL60010
36-4478511 501 ( C )(3) 8,650       Program Support
(254) Aging Care Connections
111 W Harris Avenue
Lagrange,IL60525
36-2721289 501 ( C )(3) 8,581       Program Support
(255) Lester and Rosalie Anixter Center
2032 N Clybourn
Chicago,IL60614
36-2244895 501 ( C )(3) 8,550       Program Support
(256) OAI Inc
180 N Wabash St Suite 400
Chicago,IL60601
36-4385280 501 ( C )(3) 8,543       Program Support
(257) The Cradle Foundation
2049 Ridge Ave
Evanston,IL60201
36-2181994 501 ( C )(3) 8,106       Program Support
(258) Lutheran Social Services of Illinois
1001 E Touhy Avenue Suite 50
Des Plaines,IL60018
36-2584799 501 ( C )(3) 8,050       Program Support
(259) American Indian Center Inc
1630 W Wilson Avenue
Chicago,IL60640
36-2382840 501 ( C )(3) 8,000       Program Support
(260) Elmhurst College
190 Prospect Avenue
Elmhurst,IL60126
36-2169145 501 ( C )(3) 7,750       Program Support
(261) The Anti-Defamation League Greater ChicagoUpper
120 S LaSalle Street Ste 1150
Chicago,IL60603
13-1818723 501 ( C )(3) 7,700       Program Support
(262) DuPage Convalescent Center Foundation
400 N County Farm Road
Wheaton,IL60187
36-3978650 501 ( C )(3) 7,629       Program Support
(263) Family Shelter Service
605 E Roosevelt Road
Wheaton,IL60187
36-2883552 501 ( C )(3) 7,501       Program Support
(264) Young Hearts for Life co Advocate Charitable Foun
3075 Highland Parkway Suite 600
Downers Grove,IL60515
36-3297360 501 ( C )(3) 7,500       Program Support
(265) United Way of Porter County
951 Eport Center Drive
Valparaiso,IN46383
35-6006484 501 ( C )(3) 7,480       Program Support
(266) Young Women's Leadership Charter School of Chicag
2641 S Calumet Avenue
Chicago,IL60616
36-4319552 501 ( C )(3) 7,315       Program Support
(267) Nern Illinois University Foundation
1425 W Lincoln Hwy
Dekalb,IL60115
26-3552673 501 ( C )(3) 7,200       Program Support
(268) Evans Scholars Foundation
One Briar Road
Golf,IL60029
36-2518129 501 ( C )(3) 7,142       Program Support
(269) Infant Welfare Society of Evanston Inc
2200 Main Street
Evanston,IL60202
36-2167753 501 ( C )(3) 7,062       Program Support
(270) Children's Hospital of Illinois Foundation
530 NE Glen Oak Avenue
Peoria,IL61637
37-1259284 501 ( C )(3) 7,026       Program Support
(271) Working In the Schools (WITS)
27 E Monroe Suite 1400
Chicago,IL60603
36-3891846 501 ( C )(3) 7,000       Program Support
(272) Together We Cope
17010 S Oak Park Avenue
Tinley Park,IL60477
36-3666952 501 ( C )(3) 6,968       Program Support
(273) Youth Organizations Umbrella inc
1027 Sherman Ave
Evanston,IL60202
82-6322919 501 ( C )(3) 6,910       Program Support
(274) Planned Parenthood Of Illinois
18 S Michigan Ave 6th Floor
Chicago,IL60603
36-2170901 501 ( C )(3) 6,810       Program Support
(275) Lutheran Child & Family Services of Illi (Chicago
7620 W Madison Street
River Forest,IL60305
36-2167778 501 ( C )(3) 6,763       Program Support
(276) Sertoma Centre Inc
4343 W 123rd Street
Alsip,IL60803
36-2720586 501 ( C )(3) 6,720       Program Support
(277) Youth Organizations Umbrella (YOU)
1027 Sherman Avenue
Evanston,IL60202
36-2734966 501 ( C )(3) 6,650       Program Support
(278) United Cerebral Palsy Seguin of Greater Chicago
3100 S Central Avenue
Cicero,IL60804
36-2894174 501 ( C )(3) 6,625       Program Support
(279) Agape Child and Family Service
111 Racine Street
Memphis,TN38111
23-7039683 501 ( C )(3) 6,500       Program Support
(280) Child's Voice School
180 Hansen Court
Wood Dale,IL60191
36-4031325 501 ( C )(3) 6,484       Program Support
(281) Crisis Center For S Suburbia
PO Box 39
Tinley Park,IL60477
36-3039964 501 ( C )(3) 6,406       Program Support
(282) NWern Memorial Foundation
251 E Huron Street Galter Pavilio
Chicago,IL60611
36-3155315 501 ( C )(3) 6,402       Program Support
(283) House of the Good Shepherd
P O Box 13453
Chicago,IL60613
36-2167738 501 ( C )(3) 6,391       Program Support
(284) Housing Options For the Mentally Ill in Evanston
1132 Florence Avenue
Evanston,IL60202
36-3611260 501 ( C )(3) 6,321       Program Support
(285) Lakeview Pantry
3831 N Broadway
Chicago,IL60613
36-2734184 501 ( C )(3) 6,290       Program Support
(286) Clearbrook
1835 W Central Road
Arlington Heights,IL60005
36-2420176 501 ( C )(3) 6,266       Program Support
(287) Our Lady of Perpetual Help Needy Family Fund
1775 Grove Street
Glenview,IL60025
36-2170895 501 ( C )(3) 6,250       Program Support
(288) Goodcity Chicago NFP-Books and Breakfast
5049 W Harrison
Chicago,IL60644
36-3467921 501 ( C )(3) 6,190       Program Support
(289) Housing Forward
PO Box 797
Oak Park,IL60303
36-3876660 501 ( C )(3) 6,149       Program Support
(290) St Francis Xavier Church Catholic Bishop of Chica
524 Ninth Street
Wilmette,IL60091
36-2171003 501 ( C )(3) 6,149       Program Support
(291) World Relief
7 E Baltimore Street
Baltimore,MD21202
23-6393344 501 ( C )(3) 6,100       Program Support
(292) Cancer Support Center
19657 S La Grange Rd
Mokena,IL60448
36-3880404 501 ( C )(3) 6,095       Program Support
(293) University of Wisconsin Foundation
1848 University Avenue
Madison,WI53708
39-0743975 501 ( C )(3) 6,070       Program Support
(294) St Nectarios Parish Youth Ministries
133 S Roselle Road
Palatine,IL60067
20-4208942 501 ( C )(3) 6,050       Program Support
(295) St Ignatius College Prep Scholarship Fund
1076 W Roosevelt Road
Chicago,IL60608
36-2167867 501 ( C )(3) 6,045       Program Support
(296) KPMG Disaster Relief Fund
3 Chestnut Ridge Rd
Montvale,NJ07645
22-3263347 501 ( C )(3) 6,045       Program Support
(297) Old St Patrick's Church
711 W Monroe
Chicago,IL60661
36-2171102 501 ( C )(3) 6,040       Program Support
(298) Chicago Children's Museum
700 E Grand Avenue Suite 127
Chicago,IL60611
36-3162484 501 ( C )(3) 6,001       Program Support
(299) St Emilys ChurchSchool
1400 E Central Road
Mount Prospect,IL60056
36-2468508 501 ( C )(3) 6,000       Program Support
(300) St John's Lutheran Church & School
505 S Park Road
Lagrange,IL60525
36-2317628 501 ( C )(3) 6,000       Program Support
(301) Saint Clement School
2524 N Orchard Street
Chicago,IL60614
36-2170826 501 ( C )(3) 6,000       Program Support
(302) United Service Organizations of Illinois
333 S Wabash 16th Floor
Chicago,IL60604
36-2349617 501 ( C )(3) 5,997       Program Support
(303) Music Institute of Chicago
1702 Sherman Ave
Evanston,IL60201
36-2374224 501 ( C )(3) 5,975       Program Support
(304) Parenthesis Family Center
405 S Euclid Avenue
Oak Park,IL60302
36-3083195 501 ( C )(3) 5,938       Program Support
(305) Barrington Youth & Family Services
110 S Hager Avenue
Barrington,IL60010
36-2815350 501 ( C )(3) 5,868       Program Support
(306) Giordano Dance Chicago
1509 S Michigan Avenue 2nd Floor
Chicago,IL60605
36-3259804 501 ( C )(3) 5,850       Program Support
(307) March of Dimes Greater Illinois Chapter
111 W Jackson Blvd Suite 1650
Chicago,IL60604
13-1846366 501 ( C )(3) 5,820       Program Support
(308) Merit School of Music
38 S Peoria St
Chicago,IL60607
36-3028768 501 ( C )(3) 5,659       Program Support
(309) Chicago Jesuit Academy at Resurrection Campus
5058 W Jackson Boulevard
Chicago,IL60644
20-2091040 501 ( C )(3) 5,600       Program Support
(310) Youth Services of GlenviewNbrook
3080 W Lake Avenue
Glenview,IL60026
36-3182275 501 ( C )(3) 5,571       Program Support
(311) Metropolitan Planning Council
140 S Dearborn Street Suite 1400
Chicago,IL60603
36-2382849 501 ( C )(3) 5,500       Program Support
(312) American Ireland Fund
211 Congress St 10th Floor
Boston,MA02110
25-1306992 501 ( C )(3) 5,500       Program Support
(313) The Warehouse Project and Gallery
7704 W 62ND Place
Summit,IL60501
46-1705640 501 ( C )(3) 5,400       Program Support
(314) Night Ministry
4711 N Ravenswood
Chicago,IL60640
36-3145764 501 ( C )(3) 5,353       Program Support
(315) Boy Scouts of America NW Suburban Council USA
600 Wheeling Road
Mount Prospect,IL60056
36-2166984 501 ( C )(3) 5,283       Program Support
(316) Rush University Medical Center
1700 W Van Buren Suite 250
Chicago,IL60612
36-2174823 501 ( C )(3) 5,273       Program Support
(317) Habitat for Humanity Windy City
2201 S Halsted St Suite 1251
Chicago,IL60608
46-0494889 501 ( C )(3) 5,270       Program Support
(318) Center On Halsted
3656 N Halsted St
Chicago,IL60613
51-0178807 501 ( C )(3) 5,264       Program Support
(319) Outreach Community Ministries
122 W Liberty
Wheaton,IL60187
23-7265066 501 ( C )(3) 5,262       Program Support
(320) Reading In Motion
65 E Wacker Place Suite 1800
Chicago,IL60601
36-3235853 501 ( C )(3) 5,260       Program Support
(321) Housing Opportunities
2001 Calumet Avenue
Valparaiso,IN46383
35-1965214 501 ( C )(3) 5,250       Program Support
(322) United Way of Greater Cleveland
1331 Euclid Avenue
Cleveland,OH44115
34-6516654 501 ( C )(3) 5,240       Program Support
(323) CURE Citizens United for Research in Epilepsy
430 W Erie Street Suite 210
Chicago,IL60654
36-4253176 501 ( C )(3) 5,220       Program Support
(324) Sue Duncan Children's Center
4225 S Lake Park Avenue
Chicago,IL60653
36-2637756 501 ( C )(3) 5,150       Program Support
(325) NW Casa
415 W Golf Road Suite 47
Arlington Heights,IL60005
36-2897300 501 ( C )(3) 5,085       Program Support
(326) NWern Settlement
1400 W Augusta Boulevard
Chicago,IL60642
36-2167818 501 ( C )(3) 5,066       Program Support
(327) Caring Place Inc The (ValparaisoIN)
150 Lincolnway Suite 3002
Valparaiso,IN46383
31-0944075 501 ( C )(3) 5,050       Program Support
(328) Lake County Haven
117 McKinley Ave
Libertyville,IL60048
36-3846099 501 ( C )(3) 5,046       Program Support
(329) Marillac St Vincent Family Services
PO Box 14699
Chicago,IL60614
36-4582035 501 ( C )(3) 5,030       Program Support
(330) Bridge Communities Inc
505 Crescent Boulevard
Glen Ellyn,IL60137
36-3705951 501 ( C )(3) 5,023       Program Support
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
330
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2014

Schedule I (Form 990) 2014
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. 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












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
Schedule I, Part I, Line 2 For agencies which UWMC elects to fund, UWMC monitors the use of grants in the United States by requiring agencies to submit, no less than annually, information related to programs being funded. Information may include, but is not limited to, client demographics, program activities, program measurements and program outcomes. UWMC staff also convenes and converses with grantees on a regular basis. For all funding, including donor-designated grants, UMWC verifies 501(c)(3) charitable status, compliance with the patriot act, and that agencies are based in the United States.
Schedule I (Form 990) 2014


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, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
United Way of Metropolitan Chicago INC
 
Employer identification number

30-0200478
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
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
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
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), 501(c)(4), and 501(c)(29) organizations 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) 2014

Schedule J (Form 990) 2014
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 in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1Wendy Du BoePresident & CEO (i)
(ii)
315,777
...............................
0
5,000
...............................
0
26,935
...............................
0
7,800
...............................
0
14,166
...............................
0
369,678
...............................
0
0
...............................
0
2Joseph VanyoCOO (i)
(ii)
180,047
...............................
0
2,500
...............................
0
18,130
...............................
0
6,093
...............................
0
9,316
...............................
0
216,086
...............................
0
0
...............................
0
3Andrea BazanSVP Resource Development (i)
(ii)
197,420
...............................
0
2,500
...............................
0
927
...............................
0
2,700
...............................
0
8,379
...............................
0
211,926
...............................
0
0
...............................
0
4Jose RicoSVP of Comm Investment (i)
(ii)
129,360
...............................
0
15,000
...............................
0
256
...............................
0
0
...............................
0
18,329
...............................
0
162,945
...............................
0
0
...............................
0
5Risa DavisVP Corporate Development (i)
(ii)
134,759
...............................
0
0
...............................
0
1,213
...............................
0
4,310
...............................
0
14,040
...............................
0
154,322
...............................
0
0
...............................
0
6Christal Stinson THRU 514FMR VP Indiv & Major Gifts (i)
(ii)
53,158
...............................
0
0
...............................
0
89,158
...............................
0
1,175
...............................
0
7,522
...............................
0
151,013
...............................
0
0
...............................
0
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 3
Part III
Supplemental Information
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.
Return Reference Explanation
WRITTEN POLICY REGARDING PAYMENT OR REIMBURSEMENT SCHEDULE J, PART I, LINE 1A In lieu of submitting for business-related mileage and parking expenses, a car allowance ($700 per month) is provided to President and CEO and was considered when determining the compensation for the top management official. The arrangement was reviewed and approved by the compensation & human resources board committee.
SEVERANCE PAYMENT Schedule J Part I Line 4a Anna Clarke, Former VP Marketing & Communications, Received A severance Payment of $53,354 Christal Stinson, Former VP Individual & Major Gifts, Received A Severance Payment of $88,867.
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN Schedule J Part I Line 4b Wendy DuBoe and Joseph Vanyo participated in the Organization's Section 457 plan, and each earned $17,500.
Bonus Payments Schedule J Part I Line 7 Bonus payments are discretionary in nature, and are based on individuals' performance against predetermined goals and/or a recruitment incentive. The President and CEO's bonus is based on benchmarks from other United Ways and Chicago-area not for profit organizations; it is recommended by the Chair of The Board of Directors and approved by the full Board of Directors. Total compensation for senior management, included any bonus payments, is approved by the Compensation and Human Resource Committee of the Board of Directors."
Schedule J (Form 990) 2014

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.

Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
United Way of Metropolitan Chicago INC
 
Employer identification number

30-0200478
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 16 775,302 FMV
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 through 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
 
No
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) (2014)
Schedule M (Form 990) (2014)
Page 2
Part II
Supplemental Information. 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.
Return Reference Explanation
Method of Reporting UWMC IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED.
Schedule M (Form 990) (2014)
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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
United Way of Metropolitan Chicago INC
 
Employer identification number

30-0200478
Return Reference Explanation
General Information United way of metropolitan Chicago, Inc. ("uwmc") is an Illinois Non-profit philanthropic corporation whose mission is to improve lives In the metropolitan Chicago area by mobilizing caring people to invest in The community where their resources are needed most. The vision of uwmc is that metropolitan Chicago becomes a Region of thriving communities where all individuals and families are Able to achieve their potential. The challenges facing communities in The metropolitan area are complex and multi-faceted, requiring long-term And integrated strategies that address the root causes of these issues. To address these challenges, UWMC and its Member United Ways ("MUWS") are focused on leveraging Expertise, connections and resources to drive lasting solutions for Individuals and communities. Member United Ways are certified by United Way Worldwide and maintain their own 501 (c) (3) status and Board of Directors. The MUW Chief Professional Officers report to both the MUW Board President and to the UWMC Chief Operating Officer. A MUW is required to be governed by a set of written bylaws that have been approved by the UWMC and reviewed by UWMC board of directors at least every three years. For the reporting period, uwmc had three member united ways ("muws"): South-southwest suburban united way united way of DuPage/west cook united way north/northwest It is important to note that effective at the close of business On June 30, 2015, united way of DuPage/west cook and south-southwest Suburban united way retired their 501(c)(3) status and merged with UWMC to better align with a region-wide impact strategy and create operational efficiencies. Uwmc and the muws are implementing a region-wide plan to ensure Significant impact in the areas of education, financial stability, health And basic needs support by 2020. The plan focuses on 60 high-need Communities, and includes regional strategies and neighborhood-specific Solutions. The key to lasting community change is to address the root Causes of the complex issues that individuals, families and neighborhoods Face by focusing on three key levers - education, income and health. Uwmc And the muws also focus on safety net issues to ensure that basic needs - food, shelter and safety - for individuals and families are met. To address these challenges, UWMC and its Member United Ways ("MUWS") are focused on leveraging expertise, connections and resources to drive lasting solutions for individuals and communities. The plan includeds four high value outcomes: 1) help 50,000 underperforming middle school students enter high school On track to graduate. 2) advance economic stability for 100,000 households 3) connect more than 200,000 people with available, preventative health Services 4) annually answer the crisis needs of approximately 1 million people every year by providing food, shelter and freedom from violence 1. Education - 2020 goal: help 50,000 underperforming middle school kids enter High school ready to succeed - fy12-fy15 cumulative result: 46,894 middle school students on track to Graduate/promoted to next grade level -% of goal: 93.8% 2. Income - 2020 goal: advance economic stability for 100,000 households - fy11-15 cumulative result: 117,629 households improved economic Stability - % of goal: 118% 3. Health - 2020 goal: connect over 200,000 people with available, preventative Health services - fy11-fy15 cumulative result: 384,051 people connected to a primary care Physician - % of goal: 192% 4. Basic needs - 2020 goal: annually, answer the crisis needs of 1 million people every year By providing food, shelter and freedom from violence - fy11-fy15 cumulative result: 4.2 million people in crisis received Assistance To further address the complex challenges in high-need communities Throughout the region, united way of metropolitan Chicago developed the united way neighborhood Network initiative. The initiative utilizes a collective impact model to work with community coalitions to guide strategies with partners, coordinate resources and programming, and Collaborate on measurement - all toward a common community goal. The first neighborhood network was launched in march 2013 in brighton Park on Chicago's southwest side and has delivered significant results across all dimensions including: - education - freshmen on track at the main high school have grown 14% From 2012-2014; 1074 previously struggling middle school students now on Track to graduate/promoted to next grade level - income - $1.3 million in tax refunds generated for needy families That would have otherwise gone unclaimed - health - 1,604 people connected to a primary care physician The second neighborhood network was launched in august 2014 in the suburb of west Chicago. While coalition partners are in the planning phase and have not set final goals, the following results has been achieved to date: - education - 196 parents connected to community resources (esl classes, health referrals, child care, etc) - income - $473,000 in tax refunds generated for needy families that Would have otherwise gone unclaimed - health - 1 new playground built; 153 individuals and/or families connected to mental health services - basic needs - food pantry established in middle school Eight additional neighborhood networks were launched in fy15 with planning grants. They are auburn gresham, austin, bronzeville, cicero, evanston, little village, robbins/blue island and south Chicago. The critical work of uwmc and the muws require significant resources and Support is raised through a diversified revenue model. Uwmc and the Muws conduct workplace giving campaigns, receive individual and major Gifts, are awarded grants and are the beneficiaries of other Contributions from private foundations and other organizations. Strategic efforts are in place to further grow significant revenue from grants and individual giving. Number of volunteers Form 990, part I, line 6 Board/policy making volunteers - 108 Campaign volunteers - 3,308 Community impact volunteers - 5,003 Other volunteers - 67 Total volunteers - 8,486 Executive committee Form 990, part vi, line 1 The executive committee consists of not less than five members of the Board of directors. The executive committee meets between board meetings Where the committee exercises the powers of the board of directors. All such actions by the executive committee are reported to the board of directors at the next meeting of the board.
Changes to Governing Documents Form 990, part vi, line 4 Changes to the uwmc bylaws were made to (1) retire the united way of DuPage/west cook and south-southwest suburban united way 501(c)(3)s into United way of metropolitan Chicago effective close of business June 30, 2015, (2) revise the regional community investment distribution formula, And (3) clarify roles of the board committees.
MEMBERS Member united ways (muws) of uwmc shall consist of united ways which through certification by United Way worldwide formally participate in the United Way system for metropolitan Chicago. Effective at the close of business on June 30, 2015, united way of DuPage/west cook and south-southwest suburban United Way retired their 501(c)(3) status and merged with UWMC.
Form 990 REVIEW PROCESS Form 990, part vi, line 11b A review of the form 990 was conducted by the audit committee of the Board of directors prior to the filing. Following the review and approval of the audit committee, the form 990 was provided by email to each of the other voting members of the board of directors prior to the filing.
WRITTEN CONFLICT OF INTEREST POLICY Form 990, part vi, line 12c The organization has a formalized business ethics policy, applicable to All employees, directors of uwmc and muws, volunteer committee members, Their spouses and close family members. The aforementioned individuals Are required to complete an annual compliance questionnaire disclosing Close relationships between the individual and third parties who may have a relationship to the organization. The results of the questionnaire are Reported to the audit committee annually. The policy covers compliance with laws, policies, rules and regulations; Conflicts of interest; bribes and kickbacks; misappropriation or Disregard of donor, employee, or volunteer data; accounting practices; Providing or receiving gifts, entertainment or prizes and political activity In connection with uwmc other than public policy advocacy. The policy Prohibits participation in outside business ventures for financial gain Which conflicts with the organization's activities. The organization also has a whistleblower policy covering all employees, Directors of uwmc and muws, volunteer committee members, donors and Funded agencies. Individuals may make anonymous reports to a third-party Provider, and will be investigated by the staff ethics officer, president & ceo, chief operating officer and/or vice president of human resources As appropriate. Retaliation of any kind is expressly prohibited by the Organization.
PROCESS FOR DETERMINING COMPENSATION Form 990, part vi, lines 15a and 15b The compensation and human resources committee of the board of directors ("chrc") reviews the performance and compensation of the president and Ceo, and other senior management. The chrc considers information from (1) united way worldwide salary data for equivalent positions at other Similar united way organizations in terms of market size and revenue size And (2) Chicago market data for other comparable human service Organizations. Deliberations and decisions of the chrc are Contemporaneously documented in meeting minutes. Performance evaluations are completed for all employees, including The President & CEO's and senior management, at the conclusion of each Fiscal year. The chairperson of the board of directors semiannually Solicits input from board members on the president & ceo's Performance. The performance review is provided to the chrc for its Approval and for reporting to the executive committee of the board of Directors. Once reviewed by the executive committee, any action of the Executive committee is reported to the board of directors at its next Meeting. This review of the president & ceo's performance and salary Was most recently performed for the fiscal year ended June 30, 2015.
How Forms are Made Available to the Public Form 990, Part VI, Line 18 Uwmc's form 1023, application for recognition of exemption, is available on uwmc's website at www.uw-mc.org. Uwmc makes its form 990 available upon request. How Documents are Made Available to the Public Form 990, part vi, line 19 Uwmc makes its governing documents, the bylaws and articles of Incorporation, the most recent audited financial statements and a link to Ethicspoint available on the uwmc website (www.uw-mc.org).
Functional Expenses Form 990, Part IX Uwmc calculates its 2014 tax year (fiscal year ended June 30, 2015) overhead rate using the sum of management and general total expenses and fundraising total expenses reported in part ix (statement of functional expenses) divided by the total revenue reported in part viii, line 12, of column a. This uwmc (excluding muws) overhead rate for 2014 is 16%. Total expenses incurred by uwmc and muws reflect the primary role of staff knowledge in fundraising, community engagement, volunteerism, advocacy, and coalition building necessary for an organization that leverages expertise, connections, and resources toward solving community problems and improving lives on a large scale.
Other Changes in Net Assets Form 990, Part XI, Line 9 Gain on Prior Year Pledge Write-off 479,858 Pension related (2,000,047) Designation Fees (199,771) Total ($1,719,960)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version: