TY 2024 Form 990

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) JOHN SALVESON...................................................................... BOARD MEMBER, BOARD CHAIR	1.0 .................	X	X
(2) MARCEL PRATT...................................................................... BOARD MEMBER, SECRETARY	1.0 .................	X	X
(3) ANN ARENA...................................................................... BOARD MEMBER	1.0 .................	X
(4) CHEKEMMA FULMORE-TOWNSEND...................................................................... BOARD MEMBER	1.0 .................	X
(5) CHRISTEN WOODS...................................................................... BOARD MEMBER	1.0 .................	X
(6) CLAIRE GREENWOOD...................................................................... BOARD MEMBER	1.0 .................	X
(7) DALILA WILSON-SCOTT...................................................................... BOARD MEMBER	1.0 .................	X
(8) DANIEL P BAUDER...................................................................... BOARD MEMBER	1.0 .................	X
(9) DENNIS PULLIN...................................................................... BOARD MEMBER	1.0 .................	X
(10) ELLEN PATTERSON...................................................................... BOARD MEMBER	1.0 .................	X
(11) ELLEN PATTERSON...................................................................... BOARD MEMBER	1.0 .................	X
(12) ERINN T CORBETT-WRIGHT...................................................................... BOARD MEMBER	1.0 .................	X
(13) FRANCES MCELHILL...................................................................... BOARD MEMBER	1.0 .................	X
(14) JIM BUCK...................................................................... BOARD MEMBER	1.0 .................	X
(15) JOHN CHIN...................................................................... BOARD MEMBER	1.0 .................	X
(16) JOHN LYNCH III...................................................................... BOARD MEMBER	1.0 .................	X
(17) KATHERINE KEEFE...................................................................... BOARD MEMBER	1.0 .................	X

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(18) LESLIE RICHARDS........................................................................ BOARD MEMBER	1.0 .......................	X			0	0
(19) MARCUS ALLEN........................................................................ BOARD MEMBER	1.0 .......................	X			0	0
(20) MELISSA GRIMM........................................................................ BOARD MEMBER	1.0 .......................	X			0	0
(21) MICHAEL KERLIN........................................................................ BOARD MEMBER	1.0 .......................	X			0	0
(22) OMAR WOODARD........................................................................ BOARD MEMBER	1.0 .......................	X			0	0
(23) PETER HAAS........................................................................ BOARD MEMBER	1.0 .......................	X			0	0
(24) RAKIA REYNOLDS........................................................................ BOARD MEMBER	1.0 .......................	X			0	0
(25) ROBERT MCNEILL........................................................................ BOARD MEMBER	1.0 .......................	X			0	0
(26) SARAH BOUCHARD........................................................................ BOARD MEMBER	1.0 .......................	X			0	0
(27) SARAH HARRIS........................................................................ BOARD MEMBER	1.0 .......................	X			0	0
(28) SHARMAIN MATLOCK-TURNER........................................................................ BOARD MEMBER	1.0 .......................	X			0	0
(29) STEVEN GRABELL........................................................................ BOARD MEMBER	1.0 .......................	X			0	0
(30) WILLIAM J CARISS........................................................................ BOARD MEMBER	1.0 .......................	X			0	0
(31) WILLIAM L CONRAD........................................................................ BOARD MEMBER	1.0 .......................	X			0	0
(32) AMY LEICHNER........................................................................ CHIEF FINANCIAL OFFICER (THRU 09/2024)	37.5 .......................		X		198,069	3,000
(33) ERIKA JOY ERB........................................................................ CHIEF MARKETING & COMMUNICATIONS OFFICER (THRU 09/2024)	37.5 .......................		X		212,312	3,000
(34) HARRY FRANCIS MCCLOSKEY........................................................................ EXECUTIVE VICE PRESIDENT/CHIEF OPERATING OFFICER	37.5 .......................		X		235,210	0
(35) JENNIFER R LARKIN........................................................................ CHIEF DEVELOPMENT OFFICER (THRU 09/2024)	37.5 .......................		X		226,710	3,000
(36) KATE HOUSTOUN........................................................................ CHIEF IMPACT OFFICER (THRU 09/2024)	37.5 .......................		X		219,200	3,000
(37) MICHAEL BANKS........................................................................ EXECUTIVE DIRECTOR & SENIOR ADVISOR (THRU 06/2025)	37.5 .......................		X		221,958	0
(38) TABITHA JENKINS........................................................................ GENERAL COUNSEL & CHIEF PEOPLE OFFICER (THRU 01/2025)	37.5 .......................		X		238,632	3,000
(39) WILLIAM A GOLDERER........................................................................ PRESIDENT & CEO	37.5 .......................		X		497,751	2,114
(40) MELISSA CULP........................................................................ VICE PRESIDENT OF OPERATIONS	37.5 .......................			X	158,812	3,000
(41) SYBILLE DAMAS........................................................................ VICE PRESIDENT OF HUMAN RESOURCES	37.5 .......................			X	148,254	0

(A) Name and business address	(B) Description of services	(C) Compensation
ENVOY ADVISORY LLC 21 BUTLER PLACE 3E BROOKLYN,NY11238	CONSULTING SERVICES	209,000
BDO USA LLP PO BOX 642743 PITTSBURGH,PA152642743	ACCOUNTING SERVICES	206,742
DIVERSEFORCE LLC 1650 MARKET STREET SUITE 3600 PHILADELPHIA,PA19121	PROFESSIONAL FEES	154,000
PROJECT EVIDENT 501 BOYLSYTON STREET 10TH FLOOR BOSTON,MA02116	CONSULTING SERVICES	146,403
GUIDEHOUSE INC PO BOX 7247-6037 PHILADELPHIA,PA191706037	PROFESSIONAL SERVICES	127,122
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 9

- TIN:

SCHEDULE A
(Form 990)

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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public
Inspection

Name of the organization

UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY

Employer identification number

23-1556045

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2024

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 failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	46,381,473	20,426,446	23,196,395	16,840,178	13,646,589	120,491,081
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	46,381,473	20,426,446	23,196,395	16,840,178	13,646,589	120,491,081
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) ..						0
6	Public support. Subtract line 5 from line 4.						120,491,081

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
7	Amounts from line 4..	46,381,473	20,426,446	23,196,395	16,840,178	13,646,589	120,491,081
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	425,309	259,798	586,635	2,338,880	2,026,869	5,637,491
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.)..	0	0	0	0	0	0
11	Total support. Add lines 7 through 10						126,128,572

Gross receipts from related activities, etc. (see instructions) ..................

5,348,639

First 5 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

Public support percentage for 2024 (line 6, column (f) divided by line 11, column (f)) .........

95.530 %

Public support percentage for 2023 Schedule A, Part II, line 14 ...............

97.118 %

16a

33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

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) 2024

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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 on 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.)..

First 5 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

Public support percentage for 2024 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2023 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2024 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2023 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2024

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

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.

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).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

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.

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.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

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.

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.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c 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).

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?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

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.

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) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

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.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on 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.

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

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) 2024

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, 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.

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.

Section C. Type II Supporting Organizations

Yes

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).

Section D. All Type III Supporting Organizations

Yes

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?

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).

By reason of the relationship described in line 2 above, 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.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

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.

Did the activities described on line 2a, above 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.

Parent of Supported Organizations. Answer lines 3a and 3b below.

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?If "Yes" or "No", provide details in Part VI.

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.

Schedule A (Form 990) 2024

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 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 0.035	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

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2024

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	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2024 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2024	(iii) Distributable Amount for 2024
1 Distributable amount for 2024 from Section C, line 6
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2024:
a From 2019.......
b From 2020.......
c From 2021.......
d From 2022.......
e From 2023.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2024 distributable amount
i Carryover from 2019 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2024 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2024 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2025. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2020.....
b Excess from 2021.....
c Excess from 2022.....
d Excess from 2023.....
e Excess from 2024.....

Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024

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) 2024

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

Name of the organization

UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY

Employer identification number

23-1556045

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025) Page 2

Name of organization UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY

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	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 3

Name of organization UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY		Employer identification number 23-1556045

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 4


Name of organization UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY			Employer identification number 23-1556045
Part III Exclusively religious, charitable, etc., 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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY

Employer identification number

23-1556045

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" 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 ........

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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 July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

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)? .............................

Yes No

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.

If the organization elected, as permitted under FASB 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.

If the organization elected, as permitted under FASB 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 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

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 FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) (Rev. 1-2025)

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

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.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

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 ....	77,710,408	71,395,677	66,929,114	82,387,327	67,498,186
b	Contributions ...	2,631,545	1,552,090	1,508,382	13,627	451,800
c	Net investment earnings, gains, and losses	5,186,944	8,248,377	6,498,584	-11,938,832	17,875,107
d	Grants or scholarships ...	3,125,649	3,485,736	3,390,403	3,341,263	3,220,916
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....	183,520		150,000	191,745	216,850
g	End of year balance ......	82,219,728	77,710,408	71,395,677	66,929,114	82,387,327

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

67.3 %

Permanent endowment right arrow

22.4 %

Term endowment right arrow

10.3 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

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	65,301	33,739	31,562
d	Equipment ....	2,747,906	2,727,790	20,116
e	Other .....	1,215,763	1,213,238	2,525
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				54,203

Schedule D (Form 990) (Rev. 1-2025)

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) Closely-held equity interests
(B) Financial derivatives
(C) INVESTMENT - GLENMEDE	68,219,844
(D) INVESTMENT - THE KEYSTONE FUND	12,889,548
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	81,109,392

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.)

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.)...........

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
Federal Income Taxes
OPERATING LEASE LIABILITY	1,838,153
FUNDS HELD FOR OTHERS	206,750






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	2,044,903
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) (Rev. 1-2025)

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
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3
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
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

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
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3
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

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
Schedule D, Part IV, Line 2b Explanation of escrow agreement	IN 2021, UWGPSNJ ENTERED INTO A PUBLIC PRIVATE PARTNERSHIP WITH THE CITY OF PHILADELPHIA TO FIGHT POVERTY. THE PHILADELPHIA POVERTY ACTION FUND ("PPAF"), ALSO KNOWN AS "THE PROMISE", WAS ESTABLISHED TO PROVIDE DIRECT PROGRAMS AND SERVICES THAT DEMONSTRABLY REDUCE POVERTY. PPAF IS FUNDED BY THE CITY AS WELL AS DONATIONS FROM PRIVATE DONORS. UWGPSNJ DOES NOT CONTROL PPAF. AS FISCAL AGENT, UWGPSNJ COLLECTED FUNDS ON BEHALF OF PPAF WHICH IS INCLUDED IN FUNDS HELD FOR OTHERS ON THE STATEMENT OF FINANCIAL POSITION. NO ACTIVITY RELATED TO PPAF HAS BEEN REPORTED ON THE FORM 990. PPAF FILES ITS OWN FORM 990, AS REQUIRED. AS OF JUNE 30, 2025, THERE ARE $0 FUNDS HELD BY UWGPSNJ.
Schedule D, Part V, Line 4 Intended uses of endowment funds	UNITED WAY MAINTAINS ENDOWMENT FUNDS WHICH CONSIST OF BOARD DESIGNATED QUASI ENDOWMENT FUNDS, TEMPORARILY RESTRICTED FUNDS, AND PERMANENTLY RESTRICTED FUNDS. THE FUNDS ARE MANAGED BY GLENMEDE AND TIFF. UNITED WAY'S INTENDED USE OF THE ENDOWMENT IS TO PRESERVE THE FAIR VALUE OF THE PRINCIPAL PERPETUITY. INTEREST AND ACCUMULATED GAINS ARE USED TO PARTIALLY OFFSET OPERATING EXPENSES IN ACCORDANCE WITH UNITED WAY'S SPENDING POLICY. THIS AMOUNT IS GENERALLY CALCULATED AS APPROXIMATELY 5% OF THE FIVE YEAR AVERAGE MARKET VALUE OF FUNDS AS OF SEPTEMBER 30 OF EACH YEAR, EXCEPT WHERE DONOR RESTRICTIONS SPECIFY OTHERWISE.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote	FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, UWGPSNJ DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN, WHICH WOULD REQUIRE ADJUSTMENT OR DISCLOSURE IN THE FINANCIAL STATEMENTS. UWGPSNJ INFORMATION RETURNS FOR THE PAST THREE YEARS ARE GENERALLY OPEN FOR EXAMINATION BY U.S. FEDERAL, STATE, AND LOCAL TAXING AUTHORITIES.

Schedule D (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

SCHEDULE G (Form 990)
(Rev. January 2025)

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 arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization
UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY

Employer identification number

23-1556045

Part I

Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.

Form 990-EZ filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

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?

YesNo

If "Yes," list the 10 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)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total . . . . . . . . . . . . . . . . . . . .

List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990) (Rev. 1-2025)

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.

		(a) Event #1 Summit (event type)	(b) Event #2 (event type)	(c) Other events (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	193,850			193,850
2	Less: Contributions . . . .
3	Gross income (line 1 minus line 2) . . . . . .	193,850	0	0	193,850

4	Cash prizes . . . . .
5	Noncash prizes . . . .
6	Rent/facility costs . . . .
7	Food and beverages . . .
8	Entertainment . . . .
9	Other direct expenses . . .	143,585	143,585
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .		143,585
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .		50,265

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.

		(a) Bingo	(b) Pull tabs/Instant bingo/progressive bingo	(c) Other gaming	(d) Total gaming (add col.(a) through col.(c))
1	Gross revenue . . . . .

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	Other direct expenses . . .

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .

YesNo

If "Yes," explain:

Schedule G (Form 990) (Rev. 1-2025)

Page 3

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .

YesNo

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? . . . . . . . . . . . . . . . . .

YesNo

Indicate the percentage of gaming activity conducted in:

The organization's facility . . . . . . . . . . . . . . . . . .

13a

An outside facility . . . . . . . . . . . . . . . . . . . .

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? . . . . . . . . . . . . . . . . . . . . . . . .

YesNo

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

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? . . . . . . . . . . . . . . . . . . .

YesNo

Enter the amount of distributions required under state law distributed to other exempt organizations or spent

in the organization's own exempt activities during the tax year right arrow

Part IV

Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.

Return Reference	Explanation

Schedule G (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

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Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)
(Rev. January 2025)

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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization
UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY

Employer identification number
23-1556045

Part I

General Information on Grants and Assistance

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? ........................

Yes No

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	(h) Purpose of grant or assistance
(1) UW OF SOUTHWESTERN PENNSYLVANIA 1250 PENN AVENUE PITTSBURGH,PA15222	25-1043578	501(C)(3)	1,588,855	OPERATING SUPPORT / DONOR DESIGNATED
(2) GREATER PHL COMMUNITY ALLIANCE 1920 S 20TH STREET PHILADELPHIA,PA19145	23-1365980	501(C)(3)	664,574	OPERATING SUPPORT / DONOR DESIGNATED
(3) AFRICAN CULTURAL ALL OF N AMERICA INC 5530 CHESTER AVE PHILADELPHIA,PA19143	23-3062024	501(C)(3)	529,938	OPERATING SUPPORT / DONOR DESIGNATED
(4) CAMPAIGN FOR WORKING FAMILIES 935 N 29TH STREET PHILADELPHIA,PA19130	47-5617041	501(C)(3)	521,000	OPERATING SUPPORT
(5) LOCAL INITIATIVES SUPPORT CORP PHL 718 ARCH ST 5S PHILADELPHIA,PA19106	13-3030229	501(C)(3)	500,000	OPERATING SUPPORT
(6) COMMUNITY LEGAL SERVICES INC 1424 CHESTNUT ST PHILADELPHIA,PA19102	23-1671562	501(C)(3)	500,000	OPERATING SUPPORT
(7) PHL LAWYERS FOR SOCIAL EQUITY 2221 W VENANGO ST PHILADELPHIA,PA19140	45-2980014	501(C)(3)	500,000	OPERATING SUPPORT
(8) DREXEL UNIVERSITY 3141 CHESTNUT ST STE 1002 PHL,PA19104	23-1352630	501(C)(3)	326,695	OPERATING SUPPORT / DONOR DESIGNATED
(9) TRUSTEES OF UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET PHILADELPHIA,PA19104	23-1352685	501(C)(3)	250,000	OPERATING SUPPORT
(10) SAMUEL S FELS FUND 1528 WALNUT ST STE 1002 PHL,PA19102	23-1365325	501(C)(3)	220,000	OPERATING SUPPORT
(11) DEFENDER ASSOCIATION OF PHILADELPHIA 1441 SANSOM STREET PHILADELPHIA,PA19102	23-1445669	501(C)(3)	177,751	OPERATING SUPPORT / DONOR DESIGNATED
(12) NJ 2-1-1 PARTNERSHIP PO BOX 504 CEDAR KNOLLS,PA07927	22-3338917	501(C)(3)	160,000	OPERATING SUPPORT / DONOR DESIGNATED
(13) AMERICAN HEART ASSOCIATION 1617 JOHN F KENNEDY BLVD PHILADELPHIA,PA19103	13-5613797	501(C)(3)	150,000	OPERATING SUPPORT
(14) BEECH COMMUNITY SERVICES 1510 CECIL B MOORE AVENUE PHILADELPHIA,PA19121	20-4968928	501(C)(3)	150,000	OPERATING SUPPORT
(15) PUBLIC HEALTH MANAGEMENT CORPORATION 1500 MARKET STREET PHILADELPHIA,PA19102	23-7221025	501(C)(3)	135,000	OPERATING SUPPORT
(16) MEDIA FELLOWSHIP HOUSE 302 S JACKSON STREET MEDIA,PA19063	23-1529964	501(C)(3)	130,000	OPERATING SUPPORT
(17) OPEN HEARTH INC 101 N MAIN STREET SPRING CITY,PA19475	23-2652023	501(C)(3)	130,000	OPERATING SUPPORT
(18) CLARIFI 1635 MARKET STREET PHILADELPHIA,PA19103	23-1671903	501(C)(3)	115,000	OPERATING SUPPORT
(19) SOUTHEAST ASIAN MUTUAL ASSISTANCE ASSOCIATIONS COALITION 1711 S BROAD STREET PHILADELPHIA,PA19148	22-2541120	501(C)(3)	105,000	OPERATING SUPPORT
(20) NUEVA ESPERANZA INC 4261 N 5TH STREET PHILADELPHIA,PA19140	23-2552707	501(C)(3)	105,000	OPERATING SUPPORT
(21) BEYOND LITERACY 2204 SOUTH STREET PHILADELPHIA,PA19146	23-7043544	501(C)(3)	105,000	OPERATING SUPPORT
(22) REINVESTMENT FUND (THE) 1700 MARKET STREET 19TH FLOOR PHILADELPHIA,PA19103	23-2331946	501(C)(3)	103,200	OPERATING SUPPORT / DONOR DESIGNATED
(23) READING ALLOWED 275 S 19TH STREET PHILADELPHIA,PA19103	84-1834946	501(C)(3)	90,950	OPERATING SUPPORT
(24) ECONOMY LEAGUE OF GREATER PHILADELPHIA 1800 JOHN F KENNEDY BLVD PHILADELPHIA,PA19103	23-1352264	501(C)(3)	80,000	OPERATING SUPPORT
(25) UPLIFT SOLUTIONS INC 2221 W VENANGO ST PHILADELPHIA,PA19140	94-3471934	501(C)(3)	80,000	OPERATING SUPPORT
(26) PHILADELPHIA AFL-CIO 22 SOUTH 22ND STREET 2ND FLOOR PHILADELPHIA,PA19103	23-1580308	501(C)(3)	71,250	OPERATING SUPPORT / DONOR DESIGNATED
(27) COMMUNITY COLLEGE OF PHILADELPHIA FOUNDATION 1700 SPRING GARDEN STREET PHILADELPHIA,PA19130	23-2612698	501(C)(3)	66,000	OPERATING SUPPORT
(28) FEDERATION OF NEIGHBORHOOD CENTERS 1901 S 9TH STREET PHILADELPHIA,PA19148	23-1630073	501(C)(3)	60,000	OPERATING SUPPORT
(29) FATHER'S DAY RALLY COMMITTEE INC 2101 CECIL B MOORE AVENUE PHILADELPHIA,PA19121	23-2750010	501(C)(3)	60,000	OPERATING SUPPORT
(30) EASTERN NORTH PHILADELPHIA WORKFORCE DEVELOPMENT CORP 4261 N 5TH STREET PHILADELPHIA,PA19140	23-2978010	501(C)(3)	60,000	OPERATING SUPPORT
(31) NOMO FOUNDATION 925 N BROAD ST PHILADELPHIA,PA19123	45-0537186	501(C)(3)	60,000	OPERATING SUPPORT
(32) PHILADELPHIA INDUSTRIAL DEVELOPMENT CORPORATION 1500 MARKET STREET PHILADELPHIA,PA19102	23-6050858	501(C)(3)	57,500	OPERATING SUPPORT / DONOR DESIGNATED
(33) ACLAMO 512 W MARSHALL STREET NORRISTOWN,PA19401	23-2059489	501(C)(3)	50,000	OPERATING SUPPORT
(34) LITERACY COUNCIL OF NORRISTOWN 113 E AIRY STREET NORRISTOWN,PA19401	23-2480501	501(C)(3)	50,000	OPERATING SUPPORT
(35) CHESTER EDUCATION FOUNDATION 419 AVENUE OF THE STATES CHESTER,PA19013	23-2576096	501(C)(3)	50,000	OPERATING SUPPORT
(36) URBAN AFFAIRS COALITION 1207 CHESTNUT STREET PHILADELPHIA,PA19107	23-7046393	501(C)(3)	50,000	OPERATING SUPPORT
(37) UNITED WAY OF PENNSYLVANIA 240 N 3RD STREET HARRISBURG,PA17101	23-1672348	501(C)(3)	40,000	OPERATING SUPPORT
(38) PARKSIDE BUSINESS AND COMMUNITY IN PARTNERSHIP INC 1208 HADDON AVENUE CAMDEN,NJ08103	22-3242446	501(C)(3)	35,000	OPERATING SUPPORT
(39) WOMEN'S OPPORTUNITIES RESOURCE CENTER 2010 CHESTNUT STREET PHILADELPHIA,PA19103	23-2741508	501(C)(3)	35,000	OPERATING SUPPORT
(40) TECHNOLOGY LEARNING COLLABORATIVE 2101 EAST YORK ST PHILADELPHIA,PA19125	86-3540858	501(C)(3)	34,980	OPERATING SUPPORT
(41) WHY NOT PROSPER INC 717 E CHELTEN AVENUE PHILADELPHIA,PA19144	23-3089308	501(C)(3)	33,333	OPERATING SUPPORT
(42) ABOLITIONIST LAW CENTER PO BOX 8654 PITTSBURGH,PA15221	46-2132412	501(C)(3)	33,333	OPERATING SUPPORT
(43) COLLECTIVE CLIMB 5541 FLORENCE AVE PHILADELPHIA,PA19143	85-2073531	501(C)(3)	33,333	OPERATING SUPPORT
(44) FIRST STEP STAFFING 1952 E ALLEGHENY AVENUE PHILADELPHIA,PA19134	20-8038859	501(C)(3)	30,000	OPERATING SUPPORT
(45) URBAN LEAGUE OF PHILADELPHIA INC 121 S BROAD STREET 6TH FLOOR PHILADELPHIA,PA19107	23-1429810	501(C)(3)	30,000	OPERATING SUPPORT
(46) ACHIEVEABILITY 5901 MARKET STREET PHILADELPHIA,PA19139	23-2215980	501(C)(3)	30,000	OPERATING SUPPORT
(47) THE REAWAKENING AGENCY 1114 S 23RD ST PHILADELPHIA,PA19146	82-4439930	501(C)(3)	30,000	OPERATING SUPPORT
(48) MAKE IT HAPPEN PHILLY INC 1217 HERBERT ST PHILADELPHIA,PA19124	83-1942127	501(C)(3)	30,000	OPERATING SUPPORT
(49) BRYN MAWR COLLEGENELI 300 AIRDALE ROAD BRYN MAWR,PA19010	23-1352621	501(C)(3)	20,000	OPERATING SUPPORT
(50) THOMAS SCATTERGOOD BEHAVIORAL HEALTH FOUNDATION 833 CHESTNUT STREET 11TH FLOOR PHILADELPHIA,PA19107	23-1352178	501(C)(3)	15,000	OPERATING SUPPORT
(51) CEIBA INC 174 DIAMOND STREET PHILADELPHIA,PA19122	23-2732783	501(C)(3)	15,000	OPERATING SUPPORT
(52) BRIDGES TO WEALTH 700 LOCUST ST PHILADELPHIA,PA19106	13-1837418	501(C)(3)	10,000	OPERATING SUPPORT
(53) LATIN AMERICAN ECONOMIC DEVELOPMENT ASSOCIATION INC 433 MARKET STREET 2ND FLOOR CAMDEN,NJ08102	22-2846440	501(C)(3)	10,000	OPERATING SUPPORT
(54) CAMPAIGN FOR THE FAIR SENTENCING OF YOUTH 1319 F STREET NW WASHINGTON,DC20004	27-3761788	501(C)(3)	10,000	OPERATING SUPPORT
(55) NEWFOUND RISEUP FUND 1435 WALNUT ST PHILADELPHIA,PA19103	85-4284101	501(C)(3)	10,000	OPERATING SUPPORT
(56) PARKER STRATEGY GROUP LLC 30 SOUTH 15TH ST PHILADELPHIA,PA19102	99-3035371	501(C)(3)	10,000	OPERATING SUPPORT
(57) THOMAS JEFFERSON UNIVERSITY FINANCIAL AID OFFICE 1020 WALNUT STREET PHILADELPHIA,PA19107	23-1352651	501(C)(3)	6,000	OPERATING SUPPORT

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) Rev. 1-2025

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 noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash 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 Procedures for monitoring use of grant funds

AGENCIES RECEIVING GENERAL OPERATING SUPPORT GRANTS ARE MONITORED VIA THE FOLLOWING: 1) AGENCIES MUST SUBMIT AN APPLICATION THAT INCLUDES EXPLANATION OF THE PROPOSED USE AND RESULTS FROM USE OF THE FUNDING; 2) AGENCIES MUST SUBMIT AT LEAST SEMI-ANNUAL OUTCOMES REPORTS WHICH ARE REVIEWED AND EVALUATED BY UNITED WAY STAFF; 3) AGENCIES MUST SUBMIT ANNUAL AUDITS WHICH ARE REVIEWED BY CPAS AS WELL AS BY UNITED WAY STAFF; 4) AGENCIES MUST CERTIFY THAT THEY HAVE RECEIVED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT STATUS AND ARE IN COMPLIANCE WITH THE USA PATRIOT ACT. AGENCIES RECEIVING FUNDING THROUGH TARGETED INVESTMENT GRANTS FOR SPECIFIC PURPOSES ARE MONITORED VIA THE FOLLOWING METHODS: 1) AGENCIES MUST SUBMIT PROJECT APPLICATIONS OUTLINING THE SCOPE OF THE PROJECT AND THE DELIVERABLE; 2) AGENCIES MUST SUBMIT OUTCOMES REPORTS WHICH ARE REVIEWED BY UNITED WAY STAFF; 3) AGENCIES MUST CERTIFY THAT THEY ARE IN COMPLIANCE WITH THE USA PATRIOT ACT. AGENCIES RECEIVING FUNDING PASSED THROUGH VIA RESTRICTED GRANTS MUST SUBMIT NARRATIVE REPORTS DETAILING OUTCOMES RELATED TO THE GRANTS AS WELL AS FINANCIAL REPORTS DETAILING THE SPENDING. AGENCIES ELIGIBLE FOR DESIGNATIONS THROUGH UNITED WAY'S DONOR CHOICE PROGRAM MUST UNDERGO SCREENING PRIOR TO RECEIVING FUNDING. THEY MUST CERTIFY THAT THEY HAVE RECEIVED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT STATUS AND ARE IN COMPLIANCE WITH THE USA PATRIOT ACT. PLEASE NOTE THAT THE DIFFERENCE BETWEEN THE TOTAL AMOUNT DETAILED ON THIS SCHEDULE AND "GRANTS AND OTHER ASSISTANCE" IN FORM 990, PART IX IS PRIMARILY DUE TO THE FACT THAT THIS SCHEDULE INCLUDES ALL CASH PAYMENTS MADE TO THE ORGANIZATIONS IN EXCESS OF $5,000 DURING THE FISCAL YEAR. THE AMOUNT SHOWN IN "GRANTS AND OTHER ASSISTANCE" IS ON THE ACCRUAL BASIS OF ACCOUNTING. ADDITIONALLY, PAYMENTS SHOWN ON SCHEDULE I INCLUDE AMOUNTS PAID TO AGENCIES AS A RESULT OF CONTRIBUTIONS PROCESSED ON BEHALF OF OTHER UNITED WAYS. UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY PROCESSES SOME LARGE CAMPAIGNS FOR COMPANIES ON A NATIONAL LEVEL. THESE CAMPAIGNS INCLUDED FUNDS RAISED BY OTHER UNITED WAYS. AS THESE FUNDS ARE RAISED BY OTHER UNITED WAYS, UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY DOES NOT COUNT THESE DOLLARS AS PART OF OUR REVENUE TOTAL. THEREFORE, THERE ARE NO CORRESPONDING DESIGNATION EXPENSES. WE RECORD THESE DOLLARS AS A RECEIVABLE, SINCE WE WILL COLLECT THE FUNDS AND AS A LIABILITY SINCE WE DISTRIBUTE THE FUNDS.

Schedule I (Form 990) Rev. 1-2025

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

Schedule J
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY

Employer identification number

23-1556045

Part I

Questions Regarding Compensation

Yes

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.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on 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 .....

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 on Line 1a? ....

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

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:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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.

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:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

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:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

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 ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) (Rev. 1-2025)

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, 1099-MISC compensation, and/or 1099-NEC			(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
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1WILLIAM A GOLDERER PRESIDENT & CEO	(i) (ii)	497,751 ------------- 0	0 ------------- 0	0 ------------- 0	2,114 ------------- 0	0 ------------- 0	499,865 ------------- 0	0 ------------- 0
2AMY LEICHNER CHIEF FINANCIAL OFFICER (THRU 09/2024)	(i) (ii)	198,069 ------------- 0	0 ------------- 0	0 ------------- 0	3,000 ------------- 0	0 ------------- 0	201,069 ------------- 0	0 ------------- 0
3ERIKA JOY ERB CHIEF MARKETING & COMMUNICATIONS OFFICER (THRU 09/2024)	(i) (ii)	212,312 ------------- 0	0 ------------- 0	0 ------------- 0	3,000 ------------- 0	0 ------------- 0	215,312 ------------- 0	0 ------------- 0
4JENNIFER R LARKIN CHIEF DEVELOPMENT OFFICER (THRU 09/2024)	(i) (ii)	226,710 ------------- 0	0 ------------- 0	0 ------------- 0	3,000 ------------- 0	0 ------------- 0	229,710 ------------- 0	0 ------------- 0
5KATE HOUSTOUN CHIEF IMPACT OFFICER (THRU 09/2024)	(i) (ii)	219,200 ------------- 0	0 ------------- 0	0 ------------- 0	3,000 ------------- 0	0 ------------- 0	222,200 ------------- 0	0 ------------- 0
6MICHAEL BANKS EXECUTIVE DIRECTOR & SENIOR ADVISOR (THRU 06/2025)	(i) (ii)	221,958 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	221,958 ------------- 0	0 ------------- 0
7TABITHA JENKINS GENERAL COUNSEL & CHIEF PEOPLE OFFICER (THRU 01/2025)	(i) (ii)	238,632 ------------- 0	0 ------------- 0	0 ------------- 0	3,000 ------------- 0	0 ------------- 0	241,632 ------------- 0	0 ------------- 0
8HARRY FRANCIS MCCLOSKEY EXECUTIVE VICE PRESIDENT/CHIEF OPERATING OFFICER	(i) (ii)	235,210 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	235,210 ------------- 0	0 ------------- 0
9MELISSA CULP VICE PRESIDENT OF OPERATIONS	(i) (ii)	158,812 ------------- 0	0 ------------- 0	0 ------------- 0	3,000 ------------- 0	0 ------------- 0	161,812 ------------- 0	0 ------------- 0

Schedule J (Form 990) (Rev. 1-2025)

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

Schedule J, Part I, Line 7 Non-fixed payments

THE PRESIDENT AND CEO HAS AN INCENTIVE BONUS OPPORTUNITY THAT IS BASED UPON GOALS AND OBJECTIVES AROUND RESOURCE DEVELOPMENT, COMMUNITY IMPACT AND OPERATIONS WHICH ARE DOCUMENTED IN THE PERFORMANCE REVIEW PROCESS. THE EXECUTIVE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ASSESSING PERFORMANCE VERSUS THOSE GOALS AND OBJECTIVES AND DETERMINING THE AWARD AMOUNT. THE INCENTIVE IS AWARDED AFTER THOROUGH REVIEW AND DISCUSSION BY THE EXECUTIVE COMPENSATION COMMITTEE.

Schedule J (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

SCHEDULE O
(Form 990)
(Rev. January 2025)
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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization

UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY

Employer identification number

23-1556045

Return Reference	Explanation
Form 990, Part III, Line 4d Description of other program services	(Expenses $ 9,247,817 including grants of $ 5,422,201)(Revenue $ 2,184,980) OTHER PROGRAM SERVICES
Form 990, Part III, Line 4d Description of other program services	(Expenses $ 464,192 including grants of $ 362,450) EARLY LEARNING - THE IMPACT FUND HELPS PAVE THE WAY FOR IMPROVING THE QUALITY OF EDUCATION FROM AT THE EARLIEST AGE.
Form 990, Part III, Line 4d Description of other program services	(Expenses $ including grants of $) CAREER PATHWAYS - THE IMPACT FUND EMPOWERS WORKING ADULTS TO EARN MORE BY BUILDING FOUNDATIONS FOR LIFELONG FINANCIAL STABILITY INCLUDING JOB SKILLS.
Form 990, Part VI, Line 11b Review of form 990 by governing body	UNITED WAY'S 990 IS REVIEWED BY OUR FINANCE AND AUDIT COMMITTEE. AFTER THE 990 IS APPROVED BY THE F&A COMMITTEE, IT IS DISTRIBUTED TO THE FULL BOARD FOR THEIR RECORDS.
Form 990, Part VI, Line 12c Conflict of interest policy	UNITED WAY PROVIDES THE CONFLICT OF INTEREST POLICY TO ALL STAFF MEMBERS AND KEY VOLUNTEERS ON AN ANNUAL BASIS. THIS INCLUDES BOARD MEMBERS AND MEMBERS OF STANDING BOARD COMMITTEES. THESE GROUPS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. INDIVIDUALS ARE INSTRUCTED TO PROMPTLY NOTIFY UNITED WAY OF ANY PERCEIVED CONFLICT. CONFLICT OF INTEREST STATEMENTS ARE TRACKED AND MONITORED BY THE HUMAN RESOURCES DEPARTMENT. IT IS THE RESPONSIBILITY OF THE INDIVIDUAL TO MAKE UNITED WAY AWARE OF ANY CONFLICTS THAT ARISE AFTER THEY SIGN THE CONFLICT OF INTEREST DOCUMENT. IF THERE IS A REAL OR PERCEIVED CONFLICT OF INTEREST, AN INDIVIDUAL MAY PARTICIPATE IN DISCUSSION AROUND A GIVEN ISSUE, BUT THAT INDIVIDUAL IS NOT PERMITTED TO VOTE ON THE ISSUE.
Form 990, Part VI, Line 15a Process to establish compensation of top management official	CEO COMPENSATION IS DETERMINED THROUGH A DOCUMENTED PROTOCOL AND PROCESS CONSISTING OF THE FOLLOWING ELEMENTS: 1. BOARD OF DIRECTORS OVERSIGHT: CEO PERFORMANCE COMPENSATION IS OVERSEEN BY THE EXECUTIVE COMMITTEE. SPECIFIC DECISIONS RELATED TO COMPENSATION ARE MADE BY THE EXECUTIVE COMPENSATION SUBCOMMITTEE WHICH IS COMPOSED OF THE BOARD CHAIR, BOARD TREASURER, AND CHAIR OF THE HUMAN RESOURCES COMMITTEE. ACTIONS ARE REPORTED ON AN ANNUAL BASIS TO UWGPSNJ'S GOVERNANCE COMMITTEE. 2. EXTERNALLY PREPARED COMPARATIVE SALARY DATA: COMPARATIVE SALARY DATA FOR THE CEO HAS BEEN RESEARCHED BY AN INDEPENDENT PROFESSIONAL COMPENSATION CONSULTANT. THE EXECUTIVE COMMITTEE IS PROVIDED WITH CEO SALARY INFORMATION BASED EXTERNAL SURVEYS, CAPTURING NATIONAL, REGIONAL, AND LOCAL COMPENSATION DATA FOR SIMILARLY SIZED ORGANIZATIONS. 3. PERFORMANCE BASED SYSTEM: CEO PERFORMANCE IS ANNUALLY ASSESSED FOR THE CEO BY THE CHAIR, WITH INPUT BY ALL DIRECTORS' THE BOARD'S EXECUTIVE COMMITTEE. THE CEO HAS DOCUMENTED GOALS AND OBJECTIVES ON WHICH PERFORMANCE IS BASED, PLUS DOCUMENTED DETAIL THAT GUIDES THE AWARD OF THE INCENTIVE OPPORTUNITY. THE INCENTIVE OPPORTUNITY IS AWARDED FOLLOWING A THOROUGH DISCUSSION OF THE CEO'S PERFORMANCE BY THE EXECUTIVE COMPENSATION COMMITTEE. THE DISCUSSION AND INCENTIVE AWARD ARE DOCUMENTED TO SUPPORT IMPLEMENTATION.
Form 990, Part VI, Line 15b Process to establish compensation of other employees	COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED UNDER A STRUCTURED PROCESS OVERSEEN BY THE FINANCE & AUDIT COMMITTEE OF THE BOARD. UNITED WAY USES A SALARY GRADE FRAMEWORK THAT DIFFERENTIATES ROLES BY SCOPE OF RESPONSIBILITY, DECISION-MAKING AUTHORITY, FINANCIAL ACCOUNTABILITY, AND LEADERSHIP EXPECTATIONS. FOR EXAMPLE, VICE PRESIDENTS (GRADE 8) ARE RESPONSIBLE FOR ENTERPRISE-WIDE INITIATIVES AND LONG-TERM STRATEGIC DIRECTION, WHILE MANAGING DIRECTORS (GRADE 7) AND DIRECTORS (GRADE 6) LEAD VERTICALS OR DEPARTMENTS WITH DEFINED BUDGETS AND STAFF OVERSIGHT. BASE SALARY RANGES FOR EACH GRADE ARE REVIEWED ANNUALLY AND INFORMED BY MARKET COMPARABILITY DATA, INCLUDING NONPROFIT AND INDUSTRY COMPENSATION SURVEYS, AS WELL AS PEER UNITED WAY ORGANIZATIONS. ADJUSTMENTS TO OFFICER OR KEY EMPLOYEE COMPENSATION MAY ALSO REFLECT INDIVIDUAL PERFORMANCE, TENURE, AND SPECIALIZED EXPERTISE. THE COMPENSATION-SETTING PROCESS IS CONDUCTED WITH INDEPENDENCE: RECOMMENDATIONS ARE REVIEWED AND APPROVED BY THE FINANCE & AUDIT COMMITTEE (OR EXECUTIVE COMMITTEE OF THE BOARD, AS APPROPRIATE), WITH THE AFFECTED INDIVIDUAL NOT PRESENT DURING DELIBERATIONS. ALL DECISIONS ARE DOCUMENTED IN COMMITTEE MINUTES AND MAINTAINED AS PART OF THE ORGANIZATION'S PERMANENT RECORDS. THIS PROCESS ENSURES THAT COMPENSATION IS REASONABLE, COMPETITIVE, AND ALIGNED WITH ORGANIZATIONAL RESPONSIBILITIES AND PERFORMANCE EXPECTATIONS.
Form 990, Part VI, Line 19 Required documents available to the public	UNITED WAY MAKES OUR FINANCIAL STATEMENTS AND FORM 990 AVAILABLE ON OUR WEBSITES. ADDITIONALLY, THESE ARE MADE AVAILABLE UPON REQUEST. OUR GOVERNING DOCUMENTS AND CODE OF ETHICS ARE MADE AVAILABLE UPON REQUEST.
Form 990, Part VIII, Line 12	UNITED WAY'S OVERHEAD CALCULATION FOR THE YEAR ENDED JUNE 30, 2024 IS AS FOLLOWS: NUMERATOR: MGMT AND GENERAL - PART IX, COLUMN C, LINE 25 $3,430,355 FUNDRAISING - PART IX, COLUMN D, LINE 25 $1,682,278 TOTAL NUMERATOR: $5,112,633 DENOMINATOR: TOTAL REVENUE, PART VIII, COLUMN A, LINE 12 $27,028,337 OVERHEAD RATE: 18.9% PLEASE NOTE THAT UNITED WAY CHARGES A COST RECOVERY FEE OF 12.5% ON EACH DONATED GIFT. THIS FEE IS INTENDED TO RECOVER THE COSTS INCURRED TO RAISE, COLLECT, ADMINISTER AND DISTRIBUTE GIFTS FROM CAMPAIGN REVENUE. SUCH COSTS INCLUDE FUNDRAISING, MARKETING, PLEDGE PROCESSING, CUSTOMER SERVICE, FINANCE, AND INFORMATION TECHNOLOGY. THIS RATE IS LOWER THAN THE OVERHEAD RATE CALCULATED ABOVE DUE TO THE FACT THAT THE COST RECOVERY RATE FOR THE 990 FILLING INCLUDES ACTUAL INVESTMENT INCOME AND GAINS AND LOSSES FOR THE YEAR, WHILE THE COST RECOVERY FEE CALCULATION INCLUDED AMOUNTS UTILIZED THROUGH OUR SPENDING POLICY. A PERCENTAGE OF THE MARKET VALUE OF INVESTMENTS AS OF SEPTEMBER 30TH IS USED TO OFFSET EXPENSES. ADDITIONALLY, THE METHODOLOGY FOR CALCULATING OVERHEAD ON THE FORM 990 AND OUR COST RECOVERY RATE DIFFERS. THE COST RECOVERY RATE IS INTENDED TO RECOVER OVERHEAD COSTS NET OF OFFSETTING INCOME, SUCH AS RENTAL AND MISCELLANEOUS INCOME AND THE SPENDING POLICY, FROM CAMPAIGN REVENUE ONLY. THE FORM 990 CALCULATION DIVIDES ACTUAL GROSS EXPENSES BY TOTAL REVENUE FROM ALL SOURCES.
Form 990, Part IX, Line 21	PAYMENT TO AFFILIATES: REPRESENT ANNUAL DUES PAID TO UNITED WAY WORLDWIDE.
Form 990, Part IX, Line 11g Other Fees	OTHER PROFESSIONAL FEES - Total Expense: 2790694, Program Service Expense: 1503881, Management and General Expenses: 1000382, Fundraising Expenses: 286431;

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

1	Briefly describe the organization’s mission or most significant activities: END INTERGENERATIONAL POVERTY IN OUR REGION BY HARNESSING, LEVERAGING AND STRATEGICALLY INVESTING THE COLLECTIVE POWER OF DONORS, ADVOCATES AND VOLUNTEERS.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	30
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	30
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	50
6	Total number of volunteers (estimate if necessary) .............	6	750
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	27,009
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	4,102

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	16,840,178	13,646,589
9	Program service revenue (Part VIII, line 2g) .........	600	2,155,973
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	9,300,792	3,526,124
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	886,767	79,272
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	27,028,337	19,407,958
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	15,155,373	10,710,469
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	6,105,834	5,918,445
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 1,604,134
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	3,983,532	4,831,143
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	25,244,739	21,460,057
19	Revenue less expenses. Subtract line 18 from line 12.......	1,783,598	-2,052,099
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	113,880,133	115,971,295
21	Total liabilities (Part X, line 26).............	10,793,415	9,962,748
22	Net assets or fund balances. Subtract line 21 from line 20.....	103,086,718	106,008,547

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 3,342,299 including grants of $ 2,856,136 ) (Revenue $ )
	COMMUNITY RESILIENCY - THE IMPACT FUND HELPS OUR NEIGHBORS MEET THEIR MOST BASIC NEEDS - FOOD, SHELTER AND SAFETY.

4b	(Code: ) (Expenses $ 1,573,075 including grants of $ 1,554,100 ) (Revenue $ )
	FINANCIAL EMPOWERMENT - THE IMPACT FUND EMPOWERS INDIVIDUALS AND FAMILIES TO SAVE MORE BY BUILDING FOUNDATIONS FOR LIFELONG FINANCIAL STABILITY INCLUDING FINANCIAL LITERACY AND ASSET DEVELOPMENT.

4c	(Code: ) (Expenses $ 1,197,860 including grants of $ 515,582 ) (Revenue $ )
	CAPACITY BUILDING - THE IMPACT FUND EMPOWERS NONPROFIT PARTNERS BY ENSURING THEY HAVE THE RESOURCES AND TOOLS TO SUCCEED.

	(Code: ) (Expenses $ 9,247,817 including grants of $ 5,422,201 ) (Revenue $ 2,184,980 )
	OTHER PROGRAM SERVICES

	(Code: ) (Expenses $ 464,192 including grants of $ 362,450 ) (Revenue $ )
	EARLY LEARNING - THE IMPACT FUND HELPS PAVE THE WAY FOR IMPROVING THE QUALITY OF EDUCATION FROM AT THE EARLIEST AGE.

	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	CAREER PATHWAYS - THE IMPACT FUND EMPOWERS WORKING ADULTS TO EARN MORE BY BUILDING FOUNDATIONS FOR LIFELONG FINANCIAL STABILITY INCLUDING JOB SKILLS.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 9,712,009 including grants of $ 5,784,651 ) (Revenue $ 2,184,980 )
4e	Total program service expenses15,825,243

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	2,356,908	0	20,114

1a	Federated campaigns..		1a	2,157,737
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	11,488,852

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		13,646,589

		Business Code
2a	FEE FOR SERVICE	561000	2,155,973	2,155,973
b
c
d
e
f	All other program service revenue.		0	0	0	0
g	Total. Add lines 2a–2f .....		2,155,973

3 Investment income (including dividends, interest, and othersimilar amounts) ......			2,053,878		27,009	2,026,869
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c	0	0
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	33,109,165
b	Less: cost or other basis and sales expenses	7b	31,636,919
c	Gain or (loss)	7c	1,472,246	0
d	Net gain or (loss).........			1,472,246			1,472,246
8a	Gross income from fundraising events (not including $ 193,850of contributions reported on line 1c). See Part IV, line 18 ....
			8a	193,850
b	Less: direct expenses ...		8b	143,585
c	Net income or (loss) from fundraising events..			50,265			50,265
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a	MISCELLANEOUS REVENUE		900099	14,957	14,957
b	DONOR DESIGNATION PROCESSING FEES		561000	14,050	14,050
c
d	All other revenue ....			0	0	0	0
e	Total. Add lines 11a–11d ......			29,007
12	Total revenue. See instructions.....			19,407,958	2,184,980	27,009	3,549,380

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	10,710,469	10,710,469
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	2,066,955	981,609	742,058	343,288
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	3,117,666	1,480,597	1,119,274	517,795
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	169,517	80,505	60,858	28,154
9	Other employee benefits .......	222,901	149,747	48,213	24,941
10	Payroll taxes ...........	341,406	175,154	105,191	61,061
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	257,435		257,435
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	2,790,694	1,503,881	1,000,382	286,431
12	Advertising and promotion ....	64,593	31,824	15,487	17,282
13	Office expenses .......	52,048	12,884	21,296	17,868
14	Information technology ......	308,697	111,390	147,968	49,339
15	Royalties ..
16	Occupancy ...........	445,039	150,900	221,670	72,469
17	Travel ............	57,490	3,632	5,768	48,090
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	138,576	53,594	36,473	48,509
20	Interest ...........
21	Payments to affiliates .......	187,693	111,858	53,561	22,274
22	Depreciation, depletion, and amortization ..	95,131	66,592	19,026	9,513
23	Insurance ...	163,163	50,580	84,845	27,738
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	MEMBERSHIP DUES	188,947	124,782	48,627	15,538
b	MISCELLANEOUS EXPENSE	81,637	25,245	42,548	13,844
c
d
e	All other expenses	0	0	0	0
25	Total functional expenses. Add lines 1 through 24e	21,460,057	15,825,243	4,030,680	1,604,134
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 if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			15,003,806	1	16,236,307
2	Savings and temporary cash investments .........				2
3	Pledges and grants receivable, net ......			4,976,703	3	5,996,025
4	Accounts receivable, net .............			1,066,990	4	1,533,834
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				0	6	0
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			403,830	9	348,509
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	4,028,970
b	Less: accumulated depreciation	10b	3,974,767	136,213	10c	54,203
11	Investments—publicly traded securities .			12,191,658	11	8,954,639
12	Investments—other securities. See Part IV, line 11 .....			77,759,028	12	81,109,392
13	Investments—program-related. See Part IV, line 11 ..			0	13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			2,341,905	15	1,738,386
16	Total assets. Add lines 1 through 15 (must equal line 33)...			113,880,133	16	115,971,295

17	Accounts payable and accrued expenses .....	1,505,416	17	1,985,555
18	Grants payable ...	6,746,551	18	5,932,290
19	Deferred revenue .........	101,667	19	0
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
		0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	2,439,781	25	2,044,903
26	Total liabilities. Add lines 17 through 25..	10,793,415	26	9,962,748

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	73,454,295	27	72,252,356
28	Net assets with donor restrictions ...........	29,632,423	28	33,756,191
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	103,086,718	32	106,008,547
33	Total liabilities and net assets/fund balances ........	113,880,133	33	115,971,295