Form990
Click to see attachment
Department of the TreasuryInternal 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
2015
Open to Public Inspection
A For the 2015 calendar year, or tax year beginning 07-01-2015 , and ending 06-30-2016
BCheck if applicable:
CName of organization
United Way of Metropolitan Chicago INC
 
% JEFFREY BROWN
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 $ 52,328,436
F Name and address of principal officer:
Wendy Duboe
333 South Wabash Avenue 30th Floor
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 29
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 28
5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) ...... 5 127
6 Total number of volunteers (estimate if necessary) ............. 6 6,361
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 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 48,927,456 50,421,737
9 Program service revenue (Part VIII, line 2g) ......... 768,917 536,383
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 145,711 168,000
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 74,917 531,886
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 49,917,001 51,658,006
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 35,385,650 38,330,901
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) 8,575,368 9,865,333
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 87,246 10,500
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet4,998,998    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 3,939,522 4,548,827
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 47,987,786 52,755,561
19 Revenue less expenses. Subtract line 18 from line 12....... 1,929,215 -1,097,555
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 35,297,450 32,037,221
21 Total liabilities (Part X, line 26)............. 13,236,200 13,927,655
22 Net assets or fund balances. Subtract line 21 from line 20..... 22,061,250 18,109,566
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 (2015)
Form 990 (2015)
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 $ 17,580,752 including grants of $ 17,580,752 ) (Revenue $ 536,383 )
Other program service achievements include designations by donors to subordinate organizations (member united ways; $905,627) and other 501(c)(3) organizations ($16,675,125).
4b (Code:   ) (Expenses $ 13,011,416 including grants of $ 10,345,287 ) (Revenue $   )
HEALTH & 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 2016, 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 MUW; PLEASE REFER TO ITS SEPARATE INDIVIDUAL FORM 990 FOR SPECIFIC RESULTS). As the recipient of state and federal grants, uwmc has assisted in health insurance enrollment for the past three years. Assisters provide free in-person assistance to individuals in families to enroll in health coverage. In previous year, partners organizations and their assisters helped facilitate 9,458 enrollments contributing to a cumulative total of more than 19,000 enrollments. Through a two-year grant from the health federation of philadelphia to support the work of the illinois ace (adverse childhood experiences) response collaborative, united way is actively engaged in a learning collaborative of 14 communities working to develop education trainings, policies, and responses to assist those who have experienced adversity, while strategizing to build resilience and reduce the frequency and impact of aces. SAFETY NET SERVICES FOR THE YEAR ENDING JUNE 2016, UWMC SERVED A TOTAL OF 797,799 PEOPLE, INCLUDING 411,321 PEOPLE WHO RECEIVED SAFETY SERVICES RELATED TO DOMESTIC ABUSE. (NOTE: THESE RESULTS EXCLUDE THE MUW; PLEASE REFER TO ITS SEPARATE INDIVIDUAL FORM 990 FOR SPECIFIC RESULTS)
4c (Code:   ) (Expenses $ 7,069,515 including grants of $ 5,620,923 ) (Revenue $   )
EDUCATION UWMC FOCUSES ITS EDUCATION WORK ON 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 2016 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 MUW; PLEASE REFER TO ITS SEPARATE INDIVIDUAL FORM 990 FOR SPECIFIC RESULTS). OTHER PROGRAM SERVICES FORM 990, PART III, LINE 4D FINANCIAL STABILITY INCOME - TOTAL EXPENSES: $4,398,324; TOTAL GRANTS: $3,497,077. 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, 2016, 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 MUW; PLEASE REFER TO ITS SEPARATE INDIVIDUAL FORM 990 FOR SPECIFIC RESULTS). NEIGHBORHOOD NETWORKS - TOTAL EXPENSES: $1,618,505; TOTAL GRANTS: $1,286,862. TO ADDRESS THE COMPLEX CHALLENGES IN HIGH NEEDS 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 TO DELIVER RESULTS - ALL FOCUSED ON A COMMON COMMUNITY GOAL. MORE INFORMATION, INCLUDING GOALS AND RESULTS CAN BE FOUND IN SCHEDULE O. TOTAL EXPENSES: $6,016,829; TOTAL GRANTS: $4,783,939.
(Code:   ) (Expenses $ 6,016,829 including grants of $ 4,783,939 ) (Revenue $   )
See Part III, Line 4D Description in SCH O
4d Other program services (Describe in Schedule O.)
(Expenses $ 6,016,829 including grants of $ 4,783,939 ) (Revenue $   )
4e Total program service expensesMediumBullet43,678,512
Form 990 (2015)
Form 990 (2015)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment..............
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment..................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment.............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
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 (2015)
Form 990 (2015)
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 (2015)
Form 990 (2015)
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
18
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
127
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 (2015)
Form 990 (2015)
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
29
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
28
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 BROWN333 S WABASH AVE 30TH FLOOR   Chicago,IL60604 (312) 906-2350
Form 990 (2015)
Form 990 (2015)
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) Deborah L Dehaas......................................................................
Vice Chairperson
 2.0
.................
0.0 		X   X       0 0 0
(3) Frederick H Waddell......................................................................
Vice Chairperson
 2.0
.................
0.0 		X   X       0 0 0
(4) Jay L Henderson......................................................................
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) L Marie Asad......................................................................
Board Member
 1.0
.................
0.0 		X           0 0 0
(7) Thomas F Bennington Jr......................................................................
Board Member
 1.0
.................
0.0 		X           0 0 0
(8) Carrie M Buddingh......................................................................
Board Member
 1.0
.................
0.0 		X           0 0 0
(9) Patrick J Canning......................................................................
Board Member
 4.0
.................
0.0 		X           0 0 0
(10) David R Casper......................................................................
Board Member
 1.0
.................
0.0 		X           0 0 0
(11) Tyrone C Fahner......................................................................
Board Member
 1.0
.................
0.0 		X           0 0 0
(12) W James Farrell......................................................................
Board Member
 1.0
.................
0.0 		X           0 0 0
(13) Cheryl A Francis......................................................................
Board Member
 1.0
.................
0.0 		X           0 0 0
(14) Rick Fezell Thru 1215......................................................................
Board Member
 1.0
.................
0.0 		X           0 0 0
(15) Cary Grace......................................................................
Board Member
 1.0
.................
0.0 		X           0 0 0
(16) Dean Harrison......................................................................
Board Member
 1.0
.................
0.0 		X           0 0 0
(17) William A Von Hoene Jr......................................................................
Board Member
 1.0
.................
0.0 		X           0 0 0
Form 990 (2015)
Form 990 (2015)
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) Rev Larry L Jackson........................................................................
Board Member
 1.0
.......................0.0 		X           0 0 0
(19) Lisa N Johnson........................................................................
Board Member
 1.0
.......................0.0 		X           0 0 0
(20) Timothy P Maloney Thru 316........................................................................
Board Member
 1.0
.......................0.0 		X           0 0 0
(21) Andrew J McKenna Sr........................................................................
Board Member
 1.0
.......................0.0 		X           0 0 0
(22) Lester H McKeever Jr........................................................................
Board Member
 1.0
.......................0.0 		X           0 0 0
(23) Linda D Nelson........................................................................
Board Member
 1.0
.......................0.0 		X           0 0 0
(24) Kristie Paskvan........................................................................
Board Member
 1.0
.......................0.0 		X           0 0 0
(25) Deborah K Price........................................................................
Board Member
 1.0
.......................0.0 		X           0 0 0
(26) Jorge Ramirez........................................................................
Board Member
 1.0
.......................0.0 		X           0 0 0
(27) E Scott Santi........................................................................
Board Member
 1.0
.......................0.0 		X           0 0 0
(28) Paul La Schiazza........................................................................
Board Member
 1.0
.......................0.0 		X           0 0 0
(29) Robert A Sullivan........................................................................
Board Member
 1.0
.......................0.0 		X           0 0 0
(30) Scott Swanson........................................................................
Board Member
 1.0
.......................0.0 		X           0 0 0
(31) Wendy Du Boe........................................................................
President & CEO
 37.5
.......................0.0 		    X       373,364 0 23,260
(32) Jennifer Fronek........................................................................
VP of Finance
 37.5
.......................0.0 		    X       103,949 0 11,620
(33) Serita Guyton........................................................................
EA/Secretary
 37.5
.......................0.0 		    X       94,066 0 21,985
(34) Joseph Vanyo........................................................................
COO
 37.5
.......................0.0 		    X       208,624 0 16,378
(35) Andrea Bazan........................................................................
SVP Resource Development
 37.5
.......................0.0 		    X       169,374 0 10,002
(36) Jose Rico........................................................................
SVP of Comm Investment
 37.5
.......................0.0 		    X       183,800 0 29,763
(37) Jeffrey Brown........................................................................
Controller
 37.5
.......................0.0 		    X       96,907 0 15,110
(38) Jeanette Castellanos-Butt........................................................................
VP Community Investment
 37.5
.......................0.0 		        X   111,686 0 4,718
(39) Mariam Crabtree........................................................................
VP Indiv & Major Gifts
 37.5
.......................0.0 		        X   145,563 0 28,231
(40) Risa Davis........................................................................
VP Corporate Development
 37.5
.......................0.0 		        X   139,684 0 19,459
(41) Ann Manikas........................................................................
VP for HR and Inclusion
 37.5
.......................0.0 		        X   149,457 0 33,214
(42) Valerie Barker Waller........................................................................
VP Marketng and Communications
 37.5
.......................0.0 		        X   171,025 0 37,182
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 1,947,499 0 250,922
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet11
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 175,701
UPIC Solutions,
2400 Reading Road
CINCINNATI,OH45202 		Technology 172,906
Grant Thornton,
171 N Clark Street Suite 200
CHICAGO,IL60694 		Audit & Consulting 155,096
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet3
Form 990 (2015)
Form 990 (2015)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 340,476
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 2,126,816
f All other contributions, gifts, grants, and similar amounts not included above1f 47,954,445
g Noncash contributions included in lines 1a-1f:$ 494,487
h Total.Add lines 1a-1f.......MediumBullet 50,421,737
Program Service RevenueAmt Business Code
2a MANAGEMENT FEES FROM OTHER UW ORGS 561000 373,087 373,087    
b DESIGNATION FEES 561000 163,296 163,296    
c
d
e
f All other program service revenue.        
g Total.Add lines 2a–2f.....MediumBullet 536,383
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ..........MediumBullet 102,221     102,221
4 Income from investment of tax-exempt bond proceedsMediumBullet 0      
5 Royalties...........MediumBullet 0      
(ii) Personal (i) Real
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss) 0 0
d Net rental income or (loss)......MediumBullet 0      
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   540,472
b Less: cost or other basis and sales expenses   474,693
c Gain or (loss)   65,779
d Net gain or (loss).....MediumBullet 65,779     65,779
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
a 727,623
b Less: direct expenses ...b 195,737
c Net income or (loss) from fundraising events..MediumBullet 531,886   531,886
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      
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 0
12 Total revenue. See Instructions......MediumBullet 51,658,006 536,383   699,886
Form 990 (2015)
Form 990 (2015)
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 38,330,901 38,330,901
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 1,393,044 514,033 359,405 519,606
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 6,784,888 2,490,636 1,818,538 2,475,714
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 415,897 152,625 111,841 151,431
9 Other employee benefits ....... 840,061 301,633 231,087 307,341
10 Payroll taxes ........... 431,443 155,374 121,739 154,330
11 Fees for services (non-employees):        
a Management ...... 281,898 162,469 101,231 18,198
b Legal ......... 29,527 9,028 11,282 9,217
c Accounting ........... 266,011 23,191 231,925 10,895
d Lobbying ........... 12,039 12,039    
e Professional fundraising services. See Part IV, line 17 10,500 10,500
f Investment management fees ...... 239,640 82,631 69,604 87,405
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 336,002 107,011 94,795 134,196
12 Advertising and promotion .... 591,673 387,493 10,890 193,290
13 Office expenses ....... 195,026 46,473 85,425 63,128
14 Information technology ...... 475,155 99,132 289,448 86,575
15 Royalties .. 0      
16 Occupancy ........... 819,665 302,090 220,830 296,745
17 Travel ............ 204,151 96,647 29,602 77,902
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 61,433 23,591 6,330 31,512
20 Interest ........... 60,230 35,103 4,504 20,623
21 Payments to affiliates ....... 504,875 174,044 146,821 184,010
22 Depreciation, depletion, and amortization .. 379,129 130,696 110,253 138,180
23 Insurance ... 92,373 41,672 22,501 28,200
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
b
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 52,755,561 43,678,512 4,078,051 4,998,998
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 (2015)
Form 990 (2015)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 654 1 654
2 Savings and temporary cash investments ......... 13,605,851 2 11,136,398
3 Pledges and grants receivable, net ...... 12,773,758 3 12,908,187
4 Accounts receivable, net ............. 1,327,691 4 156,040
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 ...... 240,489 9 347,232
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 5,531,832
b Less: accumulated depreciation 10b 3,422,016 2,421,482 10c 2,109,816
11 Investments—publicly traded securities . 4,927,525 11 5,378,894
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)... 35,297,450 16 32,037,221
Liabilities 17 Accounts payable and accrued expenses ..... 5,298,500 17 4,652,321
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 0 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 5,600,000
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 7,937,700 25 3,675,334
26 Total liabilities. Add lines 17 through 25.. 13,236,200 26 13,927,655
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 2,351,250 27 -41,562
28 Temporarily restricted net assets ........... 16,476,012 28 14,917,140
29 Permanently restricted net assets 3,233,988 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 ........... 22,061,250 33 18,109,566
34 Total liabilities and net assets/fund balances ........ 35,297,450 34 32,037,221
Form 990 (2015)
Form 990 (2015)
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
51,658,006
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
52,755,561
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-1,097,555
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
22,061,250
5
Net unrealized gains (losses) on investments ...............
5
-214,364
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
-2,639,765
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
18,109,566
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 (2015)
Form 990 (2015)
Additional Data


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

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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
6
7
8
9
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 (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 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
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) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... 46,605,648 44,364,314 47,250,524 48,811,117 50,421,737 237,453,340
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 46,605,648 44,364,314 47,250,524 48,811,117 50,421,737 237,453,340
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).. 59,368,233
6 Public support. Subtract line 5 from line 4. 178,085,107
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
7 Amounts from line 4.. 46,605,648 44,364,314 47,250,524 48,811,117 50,421,737 237,453,340
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 224,739 95,174 88,018 84,961 102,221 595,113
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.)..       176,350 727,623 903,973
11 Total support. Add lines 7 through 10. 238,952,426
12
12
3,064,691
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
74.527 %
15
15
75.113 %
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) 2015

Schedule A (Form 990 or 990-EZ) 2015
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) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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) 2015

Schedule A (Form 990 or 990-EZ) 2015
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 (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) 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 section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
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 I of Schedule L (Form 990 or 990-EZ).
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 9a) 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 9a) 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 section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b 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
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
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
 
 
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, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) 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) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
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
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
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 2015 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-2015 		(iii)
Distributable
Amount for 2015
1 Distributable amount for 2015 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2015
(reasonable cause required--see instructions)		  
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......  
e From 2014.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2015 distributable amount  
i Carryover from 2010 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2015 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2015 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2015, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)		  
6 Remaining underdistributions for 2015. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)		  
7 Excess distributions carryover to 2016. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a
b
c Excess from 2013.......  
d From 2014.......  
e From 2015.......  
Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015
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) 2015


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
2015
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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015) 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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
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) (2015)

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 BulletInformation about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on 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-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2015

Schedule C (Form 990 or 990-EZ) 2015
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) ............................................... 8,667  
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................................... 3,372  
c Total lobbying expenditures (add lines 1a and 1b) ....................................................................... 12,039  
d Other exempt purpose expenditures ......................................................................................... 49,634,446  
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................................... 49,646,485  
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) 2012 (b) 2013 (c) 2014 (d) 2015 (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 20,150 16,381 19,079 12,039 67,649
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 10,847 8,906 9,369 8,667 37,789
Schedule C (Form 990 or 990-EZ) 2015


Schedule C (Form 990 or 990-EZ) 2015
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 on 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) 2015


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," on 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
2015
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" on 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" on 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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" on 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 on 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 on 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) 2015

Schedule D (Form 990) 2015
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" on 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" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 4,668,510 3,440,419 2,906,177 2,603,079 2,353,326
b Contributions ... 113,074 1,261,551 75,458 75,000 195,156
c Net investment earnings, gains, and losses -50,642 -33,460 458,784 228,098 54,597
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ...... 4,730,942 4,668,510 3,440,419 2,906,177 2,603,079
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet0.700 %
b
Permanent endowment SchDMd Bullet68.300 %
c
Temporarily restricted endowment SchDMd Bullet31.000 %
The percentages on 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" on 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' on 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 2,286,127 538,298 1,747,829
d Equipment ... 0 3,245,705 2,883,718 361,987
e Other ...        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 2,109,816
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' on 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    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
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' on 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes 0
DEFERRED RENT, NET OF CURRENT PORTION 2,026,085
OBLIGATION FOR RETIREMENT BENEFITS 1,431,862
ASSET RETIREMENT OBLIGATION 217,387
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 3,675,334
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) 2015

Schedule D (Form 990) 2015
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 35,971,438
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -214,364
b Donated services and use of facilities ......... 2b 3,510,568
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d -116,339
e Add lines 2a through 2d ..................... 2e 3,179,865
3 Subtract line 2e from line 1.................. 3 32,791,573
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 18,866,433
c Add lines 4a and 4b.................... 4c 18,866,433
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 51,658,006
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 38,312,290
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a 3,510,568
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d -17,953,839
e Add lines 2a through 2d.................... 2e -14,443,271
3 Subtract line 2e from line 1................... 3 52,755,561
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 52,755,561

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, 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 2012, 2013, 2014 AND 2015 ARE STILL OPEN TO AUDIT FOR BOTH FEDERAL AND STATE PURPOSES.
SUPPLEMENTAL DESCRIPTION - OTHER SCHEDULE D, PART XI, LINE 2D Loss on Prior Year Pledge Write-offs ($116,339)
SUPPLEMENTAL DESCRIPTION - OTHER SCHEDULE D, PART XI, LINE 4B Designations to subordinate organization 905,627 Designations to other organizations 16,838,421 Reimbursement from other United Ways for support services 191,087 Reimbursement from subordinate organization 182,000 Transfer of MUW net assets 749,298 -------------- Total $18,866,433 ==============
SUPPLEMENTAL DESCRIPTION - OTHER Schedule D, Part XIII, Line 2d Designations to subordinate organization (905,627) Designations to other organizations (16,838,421) Reimbursement from other United Ways for support services (191,087) Reimbursement from subordinate organization (182,000) Designation fees 163,296 -------------- Total $(17,953,839) ==============
Schedule D (Form 990) 2015


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" on 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
2015
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" on 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 Campaign consulting   No   10,500  
PATRICIA HURLEY ASSOCIATES LUNCHEON   No 612,069 50,000 562,069
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow 612,069 60,500 562,069
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.
IL
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2015
Schedule G (Form 990 or 990-EZ) 2015
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on 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.




VerticalRevenue
(a) Event #1

CELEBRATION
(event type) 		(b) Event #2

Golf Outing
(event type) 		(c) Other events

3
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
612,069
24,607
90,947
727,623

2
Less: Contributions . . . .
 
 
 
 
3 Gross income (line 1 minus
line 2) . . . . . .
612,069
24,607
90,947
727,623



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . .        
7 Food and beverages . . . 41,500   25,079 66,579
8 Entertainment . . . .     1,200 1,200
9 Other direct expenses . . . 117,282   10,676 127,958
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 195,737
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow 531,886
Part III
Gaming. Complete if the organization answered "Yes" on 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
Noncash prizes . . . .
 
 
 
 

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
117,282
 
10,676
127,958


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) 2015
Schedule G (Form 990 or 990-EZ) 2015
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 activity 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 complete this part to provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2015
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," on 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
2015
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" on 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) 2,006,668       Program Support
(2) Metropolitan Family Services
222 East Willow Avenue
Wheaton,IL60187 		36-2167061 501(C)(3) 1,853,161       Program Support
(3) Catholic Char of the Archdiocese of Chicago
721 North LaSalle Street
Chicago,IL60654 		53-0196617 501(C)(3) 1,714,967       Program Support
(4) American Red Cross of Greater Chicago
2200 W Harrison Street
Chicago,IL60612 		53-0196605 501(C)(3) 1,111,358       Program Support
(5) Jewish Federation of Metropolitan Chicago
One South Franklin Street
Chicago,IL60606 		36-2167761 501(C)(3) 995,893       Program Support
(6) The Salvation Army
502 North Prospect
Champaign,IL61820 		36-2167910 501(C)(3) 616,370       Program Support
(7) YMCA of Metropolitan Chicago
801 North Dearborn Street
Chicago,IL60610 		36-2179782 501(C)(3) 551,832       Program Support
(8) Brighton Park Neighborhood Council
4477 South Archer Avenue
Chicago,IL60632 		36-4229387 501(C)(3) 377,100       Program Support
(9) YWCA Metropolitan Chicago
1 N LaSalle St Ste 1150
Chicago,IL60602 		36-2179765 501(C)(3) 251,215       Program Support
(10) Lawrence Hall Youth Services
4833 N Francisco Avenue
Chicago,IL60625 		36-2167771 501(C)(3) 207,612       Program Support
(11) LAF
111 W Jackson Blvd
Chicago,IL60604 		36-2754650 501(C)(3) 184,000       Program Support
(12) Youth Crossroads Inc
3401 S Gunderson Avenue
Berwyn,IL60402 		23-7417420 501(C)(3) 181,883       Program Support
(13) Thresholds
4101 North Ravenswood
Chicago,IL60613 		36-3071248 501(C)(3) 179,717       Program Support
(14) Outreach Community Ministries
122 West Liberty
Wheaton,IL60187 		23-7265066 501(C)(3) 176,600       Program Support
(15) Family Focus Inc
310 S Peoria St Ste 301
Chicago,IL60607 		36-2884042 501(C)(3) 155,000       Program Support
(16) Carole Robertson Center for Learning
2020 West Roosevelt Road
Chicago,IL60608 		36-2882124 501(C)(3) 150,000       Program Support
(17) Inspiration Corporation
4554 N Broadway Street
Chicago,IL60640 		36-3673980 501(C)(3) 142,750       Program Support
(18) ChildServ
8765 W Higgins Rd Ste 450
Chicago,IL60631 		36-2171716 501(C)(3) 142,000       Program Support
(19) People's Resource Center
201 South Naperville Road
Wheaton,IL60187 		36-3157600 501(C)(3) 137,400       Program Support
(20) Safer Foundation
571 West Jackson Blvd
Chicago,IL60661 		36-2762168 501(C)(3) 136,018       Program Support
(21) Association House of Chicago
1116 North Kedzie Avenue
Chicago,IL60651 		36-2166961 501(C)(3) 135,200       Program Support
(22) The Chicago Lighthouse
1850 West Roosevelt Road
Chicago,IL60608 		36-2169139 501(C)(3) 133,000       Program Support
(23) Access Community Health Network
600 W Fulton St 2nd fl
Chicago,IL60661 		36-3317058 501(C)(3) 124,424       Program Support
(24) Heartland Alliance for Human Needs & Rights
208 S Lasalle St Ste 1300
Chicago,IL60604 		36-1877640 501(C)(3) 120,586       Program Support
(25) The Cara Program
237 South Desplaines
Chicago,IL60661 		36-4268095 501(C)(3) 120,000       Program Support
(26) Jane Addams Resource Corporation
4432 N Ravenswood Avenue
Chicago,IL60640 		36-3682559 501(C)(3) 117,500       Program Support
(27) Bright Star Community Outreach
4518 South Cottage Grove
Chicago,IL60653 		26-2007088 501(C)(3) 113,700       Program Support
(28) Southland Health Care Forum
30 E 15th Street
Chicago Heights,IL60411 		57-1192504 501(C)(3) 107,666       Program Support
(29) Children's Home Aid
125 S Wacker Dr 14th fl
Chicago,IL60606 		36-2167743 501(C)(3) 105,585       Program Support
(30) El Valor
1850 West 21st Street
Chicago,IL60608 		23-7294683 501(C)(3) 104,000       Program Support
(31) Access Living of Metropolitan Chicago
115 West Chicago Avenue
Chicago,IL60610 		36-3310774 501(C)(3) 100,750       Program Support
(32) Cabrini Green Legal Aid
740 N Milwaukee Avenue
Chicago,IL60642 		36-2775706 501(C)(3) 100,000       Program Support
(33) Erie Neighborhood House
1701 West Superior Street
Chicago,IL60622 		36-3043253 501(C)(3) 94,000       Program Support
(34) Prairie State Legal Services
5320 West Elm Street
McHenry,IL60050 		37-1030764 501(C)(3) 91,200       Program Support
(35) Mujeres Latinas en Accion
2124 West 21st Place
Chicago,IL60608 		36-2877520 501(C)(3) 90,100       Program Support
(36) Chicago Urban League
4510 S Michigan Avenue
Chicago,IL60653 		36-2225483 501(C)(3) 90,000       Program Support
(37) Heartland Human Care Services Inc
208 S Lasalle St Ste 1300
Chicago,IL60604 		36-4053244 501(C)(3) 90,000       Program Support
(38) Chicago Youth Centers
3947 S Michigan Avenue
Chicago,IL60653 		36-2344429 501(C)(3) 88,992       Program Support
(39) Chinese Mutual Aid Association
1016 West Argyle Street
Chicago,IL60640 		36-3139799 501(C)(3) 87,000       Program Support
(40) Family Shelter Service Inc
605 East Roosevelt Road
Wheaton,IL60187 		36-2883552 501(C)(3) 86,700       Program Support
(41) 360 Youth Services
1305 West Oswego Road
Naperville,IL60540 		36-2936229 501(C)(3) 86,100       Program Support
(42) Instituto del Progreso Latino
2570 S Blue Island Ave
Chicago,IL60608 		36-2937375 501(C)(3) 86,000       Program Support
(43) Center for Economic Progress
29 E Madison St Ste 900
Chicago,IL60602 		36-3693728 501(C)(3) 85,500       Program Support
(44) Namaste Charter School
3737 South Paulina Street
Chicago,IL60609 		20-0285795 501(C)(3) 85,000       Program Support
(45) Bridge Communities Inc
505 Crescent Boulevard
Glen Ellyn,IL60137 		36-3705951 501(C)(3) 81,000       Program Support
(46) Bremen Youth Services
15350 S Oak Park Ave
Oak Forest,IL60452 		36-3502582 501(C)(3) 80,000       Program Support
(47) Chicago Commons Association
515 East 50th Street
Chicago,IL60615 		36-2169136 501(C)(3) 75,000       Program Support
(48) Ford Hghts Comm Service Organization Inc
943 East 14th Street
Ford Heights,IL60411 		36-2658308 501(C)(3) 75,000       Program Support
(49) Illinois Action for Children
4753 N Broadway Ste 1200
Chicago,IL60640 		36-2712912 501(C)(3) 75,000       Program Support
(50) S Suburban Council on Alcoholism & Subst
1909 Cheker Sq
East Hazel Crest,IL60429 		36-2654921 501(C)(3) 75,000       Program Support
(51) Together We Cope
17010 S Oak Park Ave
Tinley Park,IL60477 		36-3666952 501(C)(3) 75,000       Program Support
(52) Apna Ghar Inc (Our Home)
4350 N Broadway 2nd fl
Chicago,IL60613 		36-3698770 501(C)(3) 72,000       Program Support
(53) Aunt Martha's Youth Service & Health Center
19990 Gov Highwy
Olympia Fields,IL60461 		23-7188150 501(C)(3) 70,000       Program Support
(54) Esperanza Health Centers
2001 South California
Chicago,IL60608 		32-0115907 501(C)(3) 70,000       Program Support
(55) Woodlawn Children's Promise Community
6020 South Langley Avenue
Chicago,IL60637 		27-0306253 501(C)(3) 70,000       Program Support
(56) BUILD Inc
5100 West Harrison Street
Chicago,IL60644 		23-7022085 501(C)(3) 69,475       Program Support
(57) Christopher House
1611 W Division Street
Park City,IL60085 		23-7316001 501(C)(3) 67,168       Program Support
(58) Central States SER - Jobs for Progress Inc
3948 West 26th Street
Chicago,IL60623 		36-1211270 501(C)(3) 65,000       Program Support
(59) North Lawndale Employment Network
3726 West Flournoy Street
Chicago,IL60624 		36-4295189 501(C)(3) 65,000       Program Support
(60) Southwest Community Services Inc
1902 Fox Drive Ste B
Champaign,IL61820 		23-7136028 501(C)(3) 65,000       Program Support
(61) Austin Coming Together
5049 West Harrison Street
Chicago,IL60644 		45-0920919 501(C)(3) 62,501       Program Support
(62) Evanston Township High School Foundation
1600 Dodge Avenue
Evanston,IL60201 		30-0395044 501(C)(3) 62,500       Program Support
(63) Latinos Progresando
3047 West Cermak
Chicago,IL60623 		36-4355072 501(C)(3) 62,500       Program Support
(64) Primo Center for Women and Children
4241 West Washington Blvd
Chicago,IL60624 		36-2966006 501(C)(3) 62,050       Program Support
(65) DuPage PADS
601 West Liberty
Wheaton,IL60187 		36-3675494 501(C)(3) 61,710       Program Support
(66) Chinese American Service League
2141 South Tan Court
Chicago,IL60616 		36-2984043 501(C)(3) 61,250       Program Support
(67) Catholic Charities
721 North LaSalle Street
Chicago,IL60654 		36-2170821 501(C)(3) 60,081       Program Support
(68) Changing Worlds
329 W 18th St Ste 506
Chicago,IL60616 		36-4340874 501(C)(3) 60,000       Program Support
(69) Heartland International Health Center
3048 N Wilton Ave 2nd fl
Chicago,IL60657 		36-3843377 501(C)(3) 60,000       Program Support
(70) Restoration Ministries Inc
253 East 159th Street
Harvey,IL60426 		36-3552070 501(C)(3) 60,000       Program Support
(71) Sertoma Centre Inc
4343 West 123rd Street
Alsip,IL60803 		36-2720586 501(C)(3) 60,000       Program Support
(72) Neopolitan Lighthouse
864 N Christiana Avenue
Chicago,IL60651 		36-3309888 501(C)(3) 59,500       Program Support
(73) World Relief
3507 W Lawrence Ste 208
Chicago,IL60625 		23-6393344 501(C)(3) 57,500       Program Support
(74) WINGS Program Inc
PO Box 95615
Palatine,IL60095 		36-3456061 501(C)(3) 57,495       Program Support
(75) Enlace Chicago
2756 South Harding
Chicago,IL60623 		36-3727669 501(C)(3) 55,800       Program Support
(76) Lawndale Christian Health Center
3860 West Ogden Avenue
Chicago,IL60623 		36-3308953 501(C)(3) 54,500       Program Support
(77) HCS Family Services
19 East Chicago Avenue
Hinsdale,IL60521 		36-2174821 501(C)(3) 50,700       Program Support
(78) DuPage Senior Citizens Council
1990 Springer Drive
Lombard,IL60148 		36-2988023 501(C)(3) 50,600       Program Support
(79) United Cerebral Palsy Seguin of Greater Chicago
3100 South Central Avenue
Cicero,IL60804 		36-2258535 501(C)(3) 50,500       Program Support
(80) Asian Human Services
4753 North Broadway
Chicago,IL60640 		36-3005889 501(C)(3) 50,000       Program Support
(81) Chicago Child Care Society
5467 S University Ave
Chicago,IL60615 		36-2166998 501(C)(3) 50,000       Program Support
(82) Connectios for Abused Women & their Chldrn
PO Box 477916
Chicago,IL60647 		36-2950380 501(C)(3) 50,000       Program Support
(83) Claretian Associates Inc
9108 South Brandon Avenue
Chicago,IL60617 		36-4087259 501(C)(3) 50,000       Program Support
(84) Greater Auburn Gresham Development Corp
1159 West 79th Street
Chicago,IL60620 		36-4377387 501(C)(3) 50,000       Program Support
(85) IL-WI Regional Sertoma Center
10409 S Roberts Rd
Palos Heights,IL60465 		36-2882864 501(C)(3) 50,000       Program Support
(86) Respond Now
1439 Emerald
Chicago Heights,IL60411 		23-7091808 501(C)(3) 50,000       Program Support
(87) South Suburban PADS
414 Lincoln Hwy
Chicago Heights,IL60411 		36-3744405 501(C)(3) 50,000       Program Support
(88) AIDS Foundation of Chicago
200 W Jackson Boulevard
Chicago,IL60606 		36-3412054 501(C)(3) 48,900       Program Support
(89) Oak Park & River Forest Day Nursery
1139 Randolph Street
Oak Park,IL60302 		36-2182082 501(C)(3) 48,600       Program Support
(90) Near North Health Service Corporation
1276 North Clybourn
Chicago,IL60610 		36-3197647 501(C)(3) 48,300       Program Support
(91) Howard Brown Health Center
4025 North Sheridan Road
Chicago,IL60613 		36-2894128 501(C)(3) 48,000       Program Support
(92) Pillars
333 N La Grange Road
La Grange,IL60526 		36-4166490 501(C)(3) 47,400       Program Support
(93) Gary Comer Youth Center
7200 Ingleside Avenue
Chicago,IL60619 		45-5399472 501(C)(3) 46,500       Program Support
(94) Loaves & Fishes Community Services
1871 High Grove Lane
Naperville,IL60540 		36-3786777 501(C)(3) 45,700       Program Support
(95) Parenthesis
405 South Euclid Avenue
Oak Park,IL60302 		36-3083195 501(C)(3) 45,600       Program Support
(96) West Suburban PADS
PO Box 797
Oak Park,IL60303 		36-3876660 501(C)(3) 45,600       Program Support
(97) Gads Hill Center
1919 W Cullerton Street
Chicago,IL60608 		36-2167082 501(C)(3) 45,000       Program Support
(98) Ladder Up
233 S Wacker Dr Ste 9100
Chicago,IL60606 		36-4070692 501(C)(3) 45,000       Program Support
(99) SGA Youth & Family Services
11 E Adams St Ste 1500
Chicago,IL60603 		36-2167916 501(C)(3) 45,000       Program Support
(100) Southland Hispanic Leadership Council
21110 SW Avenue
Olympia Fields,IL60461 		20-0879667 501(C)(3) 45,000       Program Support
(101) BEDS Plus Care Inc
PO Box 2035
La Grange,IL60525 		36-3741040 501(C)(3) 44,100       Program Support
(102) St Leonard's Ministries
2100 West Warren Blvd
Chicago,IL60612 		36-2378516 501(C)(3) 44,000       Program Support
(103) Center for Changing Lives
1955 N Saint Louis Ave
Chicago,IL60647 		36-3731388 501(C)(3) 42,000       Program Support
(104) Aging Care Connections
111 West Harris Avenue
La Grange,IL60525 		36-2721289 501(C)(3) 41,200       Program Support
(105) Saint Anthony Hospital
2875 West 19th Street
Chicago,IL60623 		51-0217097 501(C)(3) 41,000       Program Support
(106) UIHSS Office of Comm Engagmnt & Pships
818 Wolcott Ave Ste 802
Chicago,IL60612 		37-6000511 501(C)(3) 41,000       Program Support
(107) Children's Center of Cicero-Berwyn Inc
1447 South 50th Court
Cicero,IL60804 		36-3025963 501(C)(3) 40,500       Program Support
(108) Easter Seals DuPage & the Fox Valley Region
830 S Addison Avenue
Villa Park,IL60181 		36-2476388 501(C)(3) 40,500       Program Support
(109) Teen Parent Connection
475 Taft Avenue
Glen Ellyn,IL60137 		36-3387034 501(C)(3) 40,500       Program Support
(110) Teen Living Programs
162 West Hubbard Street
Chicago,IL60654 		36-2867274 501(C)(3) 40,250       Program Support
(111) Deborah's Place
2822 West Jackson Blvd
Chicago,IL60612 		36-3382973 501(C)(3) 40,000       Program Support
(112) Esperanza Community Services
520 N Marshfield Avenue
Chicago,IL60622 		36-2678083 501(C)(3) 40,000       Program Support
(113) PLOWS Council on Aging
7808 College Dr 5E
Palos Heights,IL60463 		36-2882809 501(C)(3) 40,000       Program Support
(114) SouthSTAR Services
1005 West End Avenue
Chicago,IL60411 		23-7294685 501(C)(3) 40,000       Program Support
(115) Austin Childcare Providers' Network
5701 W Division Street
Chicago,IL60651 		36-4395447 501(C)(3) 38,248       Program Support
(116) Bethel New Life Inc
4950 West Thomas Street
Chicago,IL60651 		36-3013241 501(C)(3) 38,000       Program Support
(117) Ray Graham Association
2801 Finley Road
Downers Grove,IL60515 		36-2411166 501(C)(3) 38,000       Program Support
(118) National Able Network Inc
567 W Lake St Ste 1150
Chicago,IL60661 		23-7339397 501(C)(3) 37,500       Program Support
(119) New Life Centers of Chicagoland
4101 West 51st Street
Chicago,IL60632 		20-2380358 501(C)(3) 37,200       Program Support
(120) Urban Initiatives
650 West Lake Suite 340
Chicago,IL60661 		83-0367521 501(C)(3) 37,200       Program Support
(121) Access DuPageDuPage Health Coalition
511 Thornill Drive
Carol Stream,IL60188 		36-3729319 501(C)(3) 37,000       Program Support
(122) PODER
1637 South Allport Street
Chicago,IL60608 		36-4251880 501(C)(3) 37,000       Program Support
(123) Lakeview Pantry
3831 North Broadway
Chicago,IL60613 		36-2734184 501(C)(3) 36,576       Program Support
(124) Chicago Alliance Against Sexual Exploitation
307 N Michigan Avenue
Chicago,IL60601 		26-0220074 501(C)(3) 35,750       Program Support
(125) Life Span
PO Box 1515
Des Plaines,IL60017 		36-2991281 501(C)(3) 35,700       Program Support
(126) Breaking Free Inc
120 Gale Street
Aurora,IL60506 		36-2957395 501(C)(3) 35,500       Program Support
(127) VNA Health Care
400 North Highland Avenue
Aurora,IL60506 		36-2182095 501(C)(3) 35,400       Program Support
(128) The Children's Clinic
320 Lake Street
Oak Park,IL60302 		36-9002074 501(C)(3) 35,200       Program Support
(129) Casa Central
1343 North CA Avenue
Chicago,IL60622 		36-2728618 501(C)(3) 35,000       Program Support
(130) South Suburban Family Shelter Inc
18137 Harwood Avenue
Homewood,IL60430 		36-3089796 501(C)(3) 35,000       Program Support
(131) Chicago House and Social Service Agency
1925 N Clybourn Avenue
Chicago,IL60614 		36-3376432 501(C)(3) 34,000       Program Support
(132) AIDS Legal Council of Chicago
180 N Michigan Avenue
Chicago,IL60601 		36-3563802 501(C)(3) 32,500       Program Support
(133) Oak Park River Forest Food Pantry
848 Lake Street
Oak Park,IL60301 		27-2018997 501(C)(3) 31,985       Program Support
(134) Thrive Counseling Center
120 South Marion Street
Oak Park,IL60302 		36-2179793 501(C)(3) 30,500       Program Support
(135) Community Career Center
1815 West Diehl Road
Naperville,IL60563 		36-4093212 501(C)(3) 30,400       Program Support
(136) Sarah's Inn
5846 West Madison Street
Chicago,IL60644 		36-3084461 501(C)(3) 30,400       Program Support
(137) Family Rescue
9204 S Commercial Avenue
Chicago,IL60617 		36-3170408 501(C)(3) 30,000       Program Support
(138) Lawyers' Committee for Better Housing
33 N LaSalle St Ste 900
Chicago,IL60602 		36-3134577 501(C)(3) 30,000       Program Support
(139) National Kidney Foundation of Illinois
215 W Illinois St Ste 1c
Chicago,IL60654 		36-6009226 501(C)(3) 30,000       Program Support
(140) Young Men's Educational Network (YMEN)
1241 South Pulaski
Chicago,IL60623 		36-4124098 501(C)(3) 30,000       Program Support
(141) Housing Opportunities for Women
1607 W Howard St 2nd fl
Chicago,IL46383 		36-3263818 501(C)(3) 29,250       Program Support
(142) Southwest Chicago PADS
3121 West 71st Street
Chicago,IL60629 		36-3925529 501(C)(3) 29,250       Program Support
(143) Serenity House Counseling Services Inc
891 South Route 53
Addison,IL60101 		36-3350438 501(C)(3) 28,000       Program Support
(144) Catholic Charities Diocese of Joliet
203 North Ottawa Street
Joliet,IL60432 		36-2170817 501(C)(3) 25,300       Program Support
(145) Breakthrough Urban Ministries
402 N St Louis Avenue
Chicago,IL60624 		36-3810926 501(C)(3) 25,026       Program Support
(146) Arab American Family Services
9044 S Octavia Avenue
Bridgeview,IL60455 		60-0002593 501(C)(3) 25,000       Program Support
(147) Crisis Center for South Suburbia
PO Box 39
Tinley Park,IL60477 		36-3039964 501(C)(3) 25,000       Program Support
(148) The Children's Place Association
1436 W Randolph 5th Fl
Chicago,IL60607 		36-3641017 501(C)(3) 25,000       Program Support
(149) The Resurrection Project
1818 South Paulina Street
Chicago,IL60608 		36-3576073 501(C)(3) 25,000       Program Support
(150) Inner-City Muslim Action Network
2744 West 63rd Street
Chicago,IL60629 		36-4167433 501(C)(3) 24,000       Program Support
(151) Erie Family Health Center
1701 West Superior Street
Chicago,IL60622 		36-3088628 501(C)(3) 23,603       Program Support
(152) Center for Independence thru Conductive Edu
100 W Plainfield Rd
Countryside,IL60525 		36-4259162 501(C)(3) 23,500       Program Support
(153) La Casa Norte
3533 West North Avenue
Chicago,IL60647 		36-4041525 501(C)(3) 23,333       Program Support
(154) Arab American Action Network
3148 W 63rd St 2nd Fl
Chicago,IL60629 		36-4034958 501(C)(3) 23,250       Program Support
(155) Shelter Inc
1616 Arlin Rd
Arlington Heights,IL60004 		23-7399596 501(C)(3) 22,170       Program Support
(156) The Community House
415 West Eighth Street
Hinsdale,IL60521 		36-2167735 501(C)(3) 21,000       Program Support
(157) Corazon Community Services
5116 West 14th Street
Cicero,IL60804 		32-0075474 501(C)(3) 21,000       Program Support
(158) Hephzibah Children's Association
946 North Boulevard
Oak Park,IL60301 		36-2167096 501(C)(3) 21,000       Program Support
(159) Community Nurse Health Association
23 Calendar Avenue
La Grange,IL60525 		36-2170869 501(C)(3) 20,200       Program Support
(160) Blue Island Citizens for Persons with Disab
2155 Broadway
Blue Island,IL60406 		36-2603932 501(C)(3) 20,000       Program Support
(161) Lester and Rosalie Anixter Center
2032 North Clybourn
Chicago,IL60614 		36-2244895 501(C)(3) 20,000       Program Support
(162) Lutheran Child and Family Services of IL
7620 Madison Street
River Forest,IL60305 		36-2167778 501(C)(3) 20,000       Program Support
(163) Family Service & Mental Hlth Cntr of Cicero
5341 West Cermak Road
Cicero,IL60804 		36-2246705 501(C)(3) 17,700       Program Support
(164) YWCA EvanstonNorth Shore
1215 Church Street
Evanston,IL60201 		36-2193618 501(C)(3) 16,083       Program Support
(165) Helping Hand Center
9649 West 55th Street
Countryside,IL60525 		36-2327271 501(C)(3) 15,200       Program Support
(166) NAMI of DuPage
2100 Manchester Road
Wheaton,IL60187 		36-3412057 501(C)(3) 15,200       Program Support
(167) New Hope Center Inc
1624 East 154th Street
Dolton,IL60419 		36-3723686 501(C)(3) 15,000       Program Support
(168) Hamdard Center for Health and Human Services
228 East Lake Street
Addison,IL60101 		36-3917885 501(C)(3) 13,000       Program Support
(169) Park Lawn School & Activity Center Inc
10833 S LaPorte Avenue
Oak Lawn,IL60453 		36-2806708 501(C)(3) 12,500       Program Support
(170) Naperville CARES
618 West Fifth Avenue
Naperville,IL60563 		36-4320818 501(C)(3) 11,000       Program Support
(171) Youth Outreach Services
2411 West Congress
Chicago,IL60612 		36-3297629 501(C)(3) 11,000       Program Support
(172) Solutions for Care
7222 WCermak Rd
North Riverside,IL60546 		23-7176798 501(C)(3) 10,200       Program Support
(173) Walk- In Ministry of Hope
100 North Randall Road
Elgin,IL60123 		36-3590027 501(C)(3) 10,200       Program Support
(174) Literacy Volunteers of DuPage
24 W 500 Maple Avenue
Naperville,IL60540 		36-3749739 501(C)(3) 10,000       Program Support
(175) Catholic Charities Archdiocese of Chi SW
7000 West 111th Suite 101
Worth,IL60482 		36-2170821 501(C)(3) 8,583       Program Support
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
175
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) 2015

Schedule I (Form 990) 2015
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
non-cash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of non-cash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
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) 2015



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" on 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
2015
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 on 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 on Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
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 on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on 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 on 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" on 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) 2015

Schedule J (Form 990) 2015
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 on 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 on prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1Wendy Du BoePresident & CEO (i)

(ii)		 338,129
-------------
0 		7,500
-------------
0 		27,735
-------------
0 		7,950
-------------
0 		15,310
-------------
0 		396,624
-------------
0 		0
-------------
0
2Joseph VanyoCOO (i)

(ii)		 187,966
-------------
0 		2,000
-------------
0 		18,658
-------------
0 		6,318
-------------
0 		10,060
-------------
0 		225,002
-------------
0 		0
-------------
0
3Andrea BazanSVP Resource Development (i)

(ii)		 168,580
-------------
0 		0
-------------
0 		794
-------------
0 		2,138
-------------
0 		7,864
-------------
0 		179,376
-------------
0 		0
-------------
0
4Jose RicoSVP of Comm Investment (i)

(ii)		 178,214
-------------
0 		5,000
-------------
0 		586
-------------
0 		0
-------------
0 		29,763
-------------
0 		213,563
-------------
0 		0
-------------
0
5Mariam CrabtreeVP Indiv & Major Gifts (i)

(ii)		 141,319
-------------
0 		2,000
-------------
0 		2,244
-------------
0 		3,371
-------------
0 		24,860
-------------
0 		173,794
-------------
0 		0
-------------
0
6Risa DavisVP Corporate Development (i)

(ii)		 138,431
-------------
0 		0
-------------
0 		1,253
-------------
0 		4,401
-------------
0 		15,058
-------------
0 		159,143
-------------
0 		0
-------------
0
7Ann ManikasVP for HR and Inclusion (i)

(ii)		 146,732
-------------
0 		2,000
-------------
0 		725
-------------
0 		3,568
-------------
0 		29,646
-------------
0 		182,671
-------------
0 		0
-------------
0
8Valerie Barker WallerVP Marketng and Communications (i)

(ii)		 169,784
-------------
0 		0
-------------
0 		1,241
-------------
0 		5,018
-------------
0 		32,164
-------------
0 		208,207
-------------
0 		0
-------------
0
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
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.
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 $18,000.
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) 2015
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
2015
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 16 494,487 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) (2015)
Schedule M (Form 990) (2015)
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) (2015)

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
2015
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 STRONG NEIGHBORHOODS 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 INTEGRATED AND HIGHLY COORDINATED STRATEGIES THAT ADDRESS THE ROOT CAUSES OF THESE ISSUES. TO ADDRESS THESE CHALLENGES, UWMC AND ITS MEMBER UNITED WAY ("MUW") ARE FOCUSED ON LEVERAGING EXPERTISE, CONNECTIONS AND RESOURCES TO DRIVE LASTING SOLUTIONS FOR INDIVIDUALS AND COMMUNITIES. A MEMBER UNITED WAY IS CERTIFIED BY UNITED WAY WORLDWIDE AND MAINTAINS ITS OWN 501(C)(3) STATUS AND BOARD OF DIRECTORS. THE MUW CHIEF PROFESSIONAL OFFICER REPORTS 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 UWMC AND REVIEWED BY the UWMC BOARD OF DIRECTORS AT LEAST EVERY THREE YEARS. FOR THE REPORTING PERIOD, UWMC HAD ONE MEMBER UNITED WAY ("MUW"): UNITED WAY NORTH-NORTHWEST IT IS IMPORTANT TO NOTE THAT EFFECTIVE AT THE CLOSE OF BUSINESS ON JUNE 30, 2016, UNITED WAY NORTH-NORTHWEST RETIRED ITS 501(C)(3) STATUS AND MERGED WITH UWMC TO BETTER ALIGN WITH A REGION-WIDE IMPACT STRATEGY AND CREATE OPERATIONAL EFFICIENCIES. UWMC AND UNITED WAY NORTH-NORTHWEST 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 PROGRAMMING AND COLLABORATION. 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, FINANCIAL STABILITY AND HEALTH. UWMC AND UNITED WAY NORTH-NORTHWEST ALSO FOCUS ON SAFETY NET ISSUES TO ENSURE THAT BASIC NEED - FOOD, SHELTER AND SAFETY - FOR INDIVIDUALS AND FAMILIES ARE MET. TO ADDRESS THESE CHALLENGES, UWMC AND UNITED WAY NORTH-NORTHWEST ARE FOCUSED ON LEVERAGING EXPERTISE, CONNECTIONS AND RESOURCES TO DRIVE LASTING SOLUTIONS FOR INDIVIDUALS AND COMMUNITIES. THE PLAN INCLUDES FOUR HIGH VALUE OUTCOMES, ALL OF WHICH HAVE BEEN ACHIEVED THIS REPORTING PERIOD (MIDDLE SCHOOL EDUCATION RESULTS ARE CURRENTLY UNAVAILABLE BUT EARLY INDICATORS SHOW THESE GOALS WILL BE EXCEEDED): 1. EDUCATION - 2020 GOAL: HELP 50,000 UNDERPERFORMING MIDDLE SCHOOL STUDENTS ENTER HIGH SCHOOL ON TRACK TO GRADUATE - FY12-FY15 CUMULATIVE RESULT: 34,992; AWAITING CURRENT DATA RELEASE FROM CHICAGO PUBLIC SCHOOLS FOR FY16 CUMULATIVE RESULT CALCULATION 2. FINANCIAL STABILITY - 2020 GOAL: ADVANCE ECONOMIC STABILITY FOR 100,000 HOUSEHOLDS - FY11-16 CUMULATIVE RESULT: 133,689 HOUSEHOLDS IMPROVED ECONOMIC STABILITY - % OF GOAL: 133% 3. HEALTH - 2020 GOAL: CONNECT OVER 200,000 PEOPLE WITH AVAILABLE, PREVENTATIVE HEALTH SERVICES - FY11-FY16 CUMULATIVE RESULT: 577,121 PEOPLE CONNECTED TO A PRIMARY CARE PHYSICIAN - % OF GOAL: 288% 4. BASIC NEEDS - 2020 GOAL: ANNUALLY ANSWER THE CRISIS NEED OF 1 MILLION PEOPLE BY PROVIDING FOOD, SHELTER AND FREEDOM FROM VIOLENCE - FY11-FY16 CUMULATIVE RESULT: MORE THAN 5 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 AIMING TOWARDS A COMMON COMMUNITY GOAL. AS OF THIS REPORTING PERIOD, UNITED WAY OF METROPOLITAN CHICAGO IS WORKING IN TEN UNDER-RESOURCED COMMUNITIES IN THE CITY AND SUBURBS: AUBURN GRESHAM, AUSTIN, BRIGHTON PARK, BRONZEVILLE, CICERO, EVANSTON, LITTLE VILLAGE, ROBBINS BLUE ISLAND, SOUTH CHICAGO AND WEST CHICAGO. EACH COMMUNITY IS IN A DIFFERENT STAGE OF IMPLEMENTATION BASED ON PLANNING AND ROLLOUT. UNITED WAY STAFF WORK WITH AND IN EACH NEIGHBORHOOD, IDENTIFYING A BOLD COMMUNITY GOAL TO TACKLE, ALIGNING RESOURCES AND STRATEGIES IN THE NEIGHBORHOOD TOWARD THAT GOAL AND BRINGING ADDITIONAL PARTNERS AND RESOURCES TO THE TABLE AS WELL AS ACCOUNTABILITY TO ACHIEVING RESULTS. UNITED WAY IS MEASURING EDUCATION, FINANCIAL STABILITY, HEALTH AND SAFETY METRICS IN ALL NEIGHBORHOOD NETWORK COMMUNITIES THROUGH A COMMON FRAMEWORK TO AGGREGATE RESULTS TOWARD GOALS AS WELL AS GENERAL COMMUNITY WELLNESS INDICATORS. 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 IN THE BOLD GOAL OF IMPROVING THE PERCENTAGE OF YOUNG PEOPLE WHO GRADUATE FROM HIGH SCHOOL: - FRESHMEN ON TRACK AT THE NEIGHBORHOOD HIGH SCHOOL HAS GROWN BY 14% FROM 2012-2016; - EDUCATION GRADUATION RATE AT THE LOCAL HIGH SCHOOL HAS INCREASED BY 12.9% FROM 64.9% IN 2012 TO 77.8% IN 2016 RELATED: + 64 PARENT MENTORS ARE ENGAGED IN MIDDLE SCHOOLS THAT FEED THE LOCAL HIGH SCHOOL + 53% OF PARENTS OF MENTORED STUDENTS INCREASED THEIR ATTENDANCE AT SCHOOL ACTIVITES (I.E. ATTENDING A PARENT/TEACHER CONFERENCE, PARENT MEETINGS, PARENT WORKSHOPS OR PARENT PROGRAMMING, SUCH AS GED OR ESL CLASSES) + 60% OF STUDENTS IN A CLASSROOM WITH A PARENT MENTOR DEMONSTRATED IMPROVED ACADEMIC ACHIEVEMENT + $1,326,989 IN TAX REFUNDS WERE GENERATED FOR LOW-INCOME FAMILIES + 100% OF PARTICIPANTS ENGAGED IN AT LEAST 30 MINUTES OF EXERCISE 2 TIMES A WEEK + 45% OF STUDENTS CONSUMED 2 OR LESS HOURS OF SCREEN TIME A DAY + 94% OF PARTICIPANTS (ELIGIBLE, BUT CURRENTLY NOT CONNECTED) OBTAINED MEDICAL BENEFITS THE SECOND NEIGHBORHOOD NETWORK WAS LAUNCHED IN AUGUST 2014 IN THE SUBURB OF WEST CHICAGO. THE FOLLOWING RESULTS HAVE BEEN ACHIEVED TO DATE: TWO PARENT LIAISONS WERE HIRED TO CONNECT WEST CHICAGO STUDENTS AND FAMILIES TO NEEDED RESOURCES. THIS REPORTING PERIOD, APPROXIMATELY 650 REFERRALS WERE MADE ON BEHALF OF PARENTS AND STUDENTS AT LOCATIONS INCLUDING AFTER-SCHOOL PROGRAMMING, THE COMMUNITY MIDDLE SCHOOL FOOD PANTRY AND FAMILY NIGHTS. ALSO DURING THE PAST YEAR, TWO BILINGUAL MENTAL HEALTH CLINICIANS SERVED 66 CLIENTS THROUGHOUT THE WEST CHICAGO NEIGHBORHOOD NETWORK. IN ADDITION TO SERVING CLIENTS, THE MENTAL HEALTH CLINICIANS HAVE ASSISTED IN CONNECTING FAMILIES TO COMMUNITY RESOURCES IN WEST CHICAGO. THE MIDDLE SCHOOL PANTRY CONTINUES TO SERVE NEW FAMILIES EACH MONTH WITH APPROXIMATELY 60-70 FAMILIES VISITING EACH WEEK. NEARLY 95,000 POUNDS OF FOOD WERE DISTRIBUTED BETWEEN OCTOBER AND MARCH ALONE. VOLUNTEER TAX ASSISTANCE PROVIDED IN THE COMMUNITY GENERATED $809,487 IN STATE AND FEDERAL REFUNDS FOR LOW-INCOME FAMILIES. THE CRITICAL WORK OF UWMC AND UNITED WAY NORTH-NORTHWEST REQUIRES SIGNIFICANT RESOURCES. SUPPORT IS RAISED THROUGH A DIVERSIFIED REVENUE MODEL. UWMC AND UNITED WAY NORTH-NORTHWEST CONDUCT WORKPLACE GIVING CAMPAIGNS, RECEIVE INDIVIDUAL AND MAJOR GIFTS, ARE AWARDED GRANTS FROM PRIVATE FOUNDATIONS AND THE STATE AND FEDERAL GOVERNMENT. 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 - 123 ACTIVE CAMPAIGN LEADERS - 965 COMMUNITY IMPACT VOLUNTEERS 5,093 OTHER VOLUNTEERS - 180 TOTAL VOLUNTEERS 6,361
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 BY-LAWS WERE MADE TO RETIRE THE UNITED WAY NORTH-NORTHWEST 501(C)(3) INTO UNITED WAY OF METROPOLITAN CHICAGO EFFECTIVE CLOSE OF BUSINESS JUNE 30, 2016. MEMBERS FORM 990, PART Vi, line 6 MEMBER UNITED WAY (MUW) OF UWMC SHALL CONSIST OF UNITED WAY WHICH THROUGH CERTIFICATION BY UNITED WAY WORLDWIDE FORMALLY PARTICIPATES IN THE UNITED WAY SYSTEM FOR METROPOLITAN CHICAGO. EFFECTIVE AT THE CLOSE OF BUSINESS ON JUNE 30, 2016, THE MUW, UNITED NORTH-NORTHWEST, RETIRED ITS 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 the muw, volunteer committee members, donors and funded agencies. Individuals may make anonymous reports to a third-party provider, which will be investigated by the staff ethics officer, president & ceo, and/or chief operating officer 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 AS WELL AS 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, 2016.
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 2015 TAX YEAR (FISCAL YEAR ENDED JUNE 30, 2016) 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 THE MUW) OVERHEAD RATE FOR 2015 IS 17.6%. TOTAL EXPENSES INCURRED BY UWMC AND THE MUW 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 LOSS ON PRIOR YEAR PLEDGE WRITE-OFF (116,339) PENSION RELATED (2,360,130) DESIGNATION FEES (163,296) ------------- TOTAL ($2,639,765) =============
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2015


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