United Way Of Greater Philadelphia And Southern New Jersey
- Assets
- $101.2m
- Revenue
- $35.6m
- Investments
- $55.0m
- Employees
- 102
- Location
- Philadelphia, PA
- Founding
- 07/1991
- Data as of
- 06/2020
- EIN
- 23-1556045
Organization Overview
United Way Of Greater Philadelphia And Southern New Jersey is located in Philadelphia, PA. The organization was established in 1991. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2020, United Way Of Greater Philadelphia And Southern New Jersey employed 102 individuals. This organization is a parent organization of an affiliated group for tax-exemption purposes.
For the year ending 06/2020, United Way Of Greater Philadelphia And Southern New Jersey generated $35.6m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (12.1%) each year. All expenses for the organization totaled $38.8m during the year ending 06/2020. As we would expect to see with falling revenues, expenses have declined by (10.2%) per year over the past 5 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, United Way Of Greater Philadelphia And Southern New Jersey has awarded 3,462 individual grants totaling $140,598,805. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2020
Describe the Organization's Mission:
Part 3 - Line 1
END INTERGENERATIONAL POVERTY IN OUR REGION BY HARNESSING, LEVERAGING AND STRATEGICALLY INVESTING THE COLLECTIVE POWER OF DONORS, ADVOCATES AND VOLUNTEERS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
EDUCATION - THE IMPACT FUND HELPS PAVE THE WAY FOR MORE HIGH SCHOOL GRADUATES BY IMPROVING THE QUALITY OF EDUCATION FROM CRADLE TO CAREER.
FINANCIAL STABILITY - THE IMPACT FUND EMPOWERS WORKING ADULTS TO EARN MORE AND SAVE MORE BY BUILDING FOUNDATIONS FOR LIFELONG FINANCIAL STABILITY - JOB SKILLS, FINANCIAL LITERACY AND ASSET DEVELOPMENT.
BASIC NEEDS - THE IMPACT FUND HELPS OUR NEIGHBORS MEET THEIR MOST BASIC NEEDS - FOOD, SHELTER AND SAFETY.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
William A Golderer President And CEO | Officer | 37.5 | $321,918 |
Chenora D Burkett Chief Administrative Officer | Officer | 37.5 | $175,014 |
Jessica Paschke Chief Giving Officer | 37.5 | $143,465 | |
Nikia Owens Managing Dir, Fin Empowerment | 37.5 | $133,779 | |
Sonjeya R Fitzgerald Managing Dir, Business Ops | 37.5 | $133,741 | |
Kate Houstoun Managing Dir, Capacity Bldg | 37.5 | $127,015 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Nygren Consulting Llc Strategic Consulting | 6/29/20 | $202,720 |
Mattison Advisors Llc Strategic Consulting | 6/29/20 | $114,425 |
Your Part-time Controller Finance Services | 6/29/20 | $170,280 |
Bdo Usa Llp Audit & Tax Services | 6/29/20 | $237,062 |
Accenture Llp Strategic Consulting | 6/29/20 | $215,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $113,614 |
| Membership dues | $0 |
| Fundraising events | $82,444 |
| Related organizations | $0 |
| Government grants | $93,316 |
| All other contributions, gifts, grants, and similar amounts not included above | $30,729,877 |
| Noncash contributions included in lines 1a–1f | $566,734 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $31,019,251 |
| Total Program Service Revenue | $1,900 |
| Investment income | $481,089 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $3,207,645 |
| Net Income from Fundraising Events | -$17,819 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $35,636,626 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $27,823,973 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $543,379 |
| Compensation of current officers, directors, key employees. | $217,658 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $4,779,083 |
| Pension plan accruals and contributions | $158,373 |
| Other employee benefits | $587,726 |
| Payroll taxes | $645,231 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $143,181 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $87,055 |
| Fees for services: Other | $1,834,558 |
| Advertising and promotion | $5,437 |
| Office expenses | $148,363 |
| Information technology | $556,427 |
| Royalties | $0 |
| Occupancy | $244,988 |
| Travel | $37,054 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $399,783 |
| Interest | $0 |
| Payments to affiliates | $423,554 |
| Depreciation, depletion, and amortization | $84,734 |
| Insurance | $86,173 |
| All other expenses | $0 |
| Total functional expenses | $38,781,020 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $15,240,858 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $10,560,564 |
| Accounts receivable, net | $139,139 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $94,650 |
| Net Land, buildings, and equipment | $707,710 |
| Investments—publicly traded securities | $19,390,434 |
| Investments—other securities | $54,975,980 |
| Investments—program-related | $0 |
| Intangible assets | $53,542 |
| Other assets | $0 |
| Total assets | $101,162,877 |
| Accounts payable and accrued expenses | $3,166,889 |
| Grants payable | $13,223,485 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $736,705 |
| Total liabilities | $17,127,079 |
| Net assets without donor restrictions | $52,283,369 |
| Net assets with donor restrictions | $31,752,429 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $101,162,877 |
Grants Awarded
Over the last fiscal year, United Way Of Greater Philadelphia And Southern New Jersey has awarded $19,065,591 in support to 522 organizations.
| Grant Recipient | Amount |
|---|---|
North Wales, PA PURPOSE: Grant | $1,005,440 |
Philadelphia, PA PURPOSE: Grant | $943,287 |
Pittsburgh, PA PURPOSE: Grant | $724,795 |
Philadelphia, PA PURPOSE: Grant | $555,000 |
Philadelphia, PA PURPOSE: Grant | $473,965 |
Philadelphia, PA PURPOSE: Grant | $422,500 |
Grants Recieved
Over the last fiscal year, we have identified 29 grants that United Way Of Greater Philadelphia And Southern New Jersey has recieved totaling $367,063.
| Awarding Organization | Amount |
|---|---|
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $134,318 |
The United Way Of Southwestern Pennsylvania Pittsburgh, PA PURPOSE: Donor Designation PR | $84,799 |
Americas Charities Chantilly, VA PURPOSE: GENERAL SUPPORT | $34,568 |
Bank Of America Charitable Foundation Inc Charlotte, NC PURPOSE: GENERAL SUPPORT | $25,000 |
Bank Of America Charitable Foundation Inc Charlotte, NC PURPOSE: GENERAL SUPPORT | $25,000 |
Corning Incorporated Foundation Corning, NY PURPOSE: GENERAL PROGRAM SUPPORT | $16,800 |
Endowment Analysis
| Beg. Balance | $66,039,202 |
| Earnings | $3,275,596 |
| Admin Expense | $63,073 |
| Net Contributions | $256,644 |
| Grants | $2,010,183 |
| Ending Balance | $67,498,186 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Impactassets Inc Bethesda, MD | $1,129,447,893 | $734,781,486 |
Jewish Federation Of Cleveland Cleveland, OH | $479,016,103 | $76,588,151 |
Jewish Federation Of Greater Philadelphia Philadelphia, PA | $369,220,221 | $75,742,201 |
United Way Of New York City New York, NY | $45,472,498 | $60,257,092 |
Associated Jewish Community Federation Of Baltimore Inc Baltimore, MD | $51,587,005 | $57,495,780 |
Youngstown Area Jewish Federation Youngstown, OH | $18,497,381 | $13,682,212 |
United Way Of Greater Cincinnati Cincinnati, OH | $64,375,825 | $46,031,561 |
Masonic Charity Foundation Of New Jersey Burlington, NJ | $179,305,141 | $37,517,737 |
The United Way Of Southwestern Pennsylvania Pittsburgh, PA | $76,936,352 | $53,624,606 |
United Way Of Greater Philadelphia And Southern New Jersey Philadelphia, PA | $101,162,877 | $35,636,626 |
United Way Of Greater Rochester Inc Rochester, NY | $128,692,161 | $47,504,121 |
Associated Jewish Charities Of Baltimore Baltimore, MD | $334,207,401 | $39,749,270 |