2023-10-19T08:29:39-05:00 2023-06-30 871353108 EISNER ADVISORY GROUP LLC 130 NORTH 18TH STREET SUITE 3000 PHILADELPHIA PA 191032757 990 2022-07-01 264444438 UNITE FOR HER UNIT 6103229552 127 E CHESTNUT STREET WEST CHESTER PA 19380 SUSAN WELDON CEO AND FOUNDER 6103229552 2023-09-26 1 SUSAN WELDON 999009999 0 HELEN M MARTIN P01330899 2158818800 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SUSAN WELDON 127 E CHESTNUT STREET WEST CHESTER PA 19380 5154142 0 X WWW.UNITEFORHER.ORG X 2009 PA OUR MISSION IS TO ENRICH THE HEALTH AND WELL-BEING OF THOSE DIAGNOSED (CONTINUED IN SCH O-PG 43) WITH BREAST AND OVARIAN CANCERS -FOR LIFE - BY FUNDING AND DELIVERING INTEGRATIVE THERAPIES. 11 11 26 587 0 0 3510544 4043401 0 0 969 59550 51039 208438 3562552 4311389 2090503 2885624 0 0 1118428 1388276 0 0 436230 276141 323938 3485072 4597838 77480 -286449 2837331 3186790 1204734 1856939 1632597 1329851 X OUR MISSION IS TO ENRICH THE HEALTH AND WELL-BEING OF THOSE DIAGNOSED WITH BREAST AND OVARIAN CANCERS -FOR LIFE - BY FUNDING AND DELIVERING INTEGRATIVE THERAPIES. 0 0 3978729 2885624 OUTREACH AND EDUCATIONUNITE FOR HER FUNDS AND DELIVERS UP TO $2,000 WORTH OF INTEGRATIVE THERAPIES THAT EACH MEMBER CHOOSES OVER THE COURSE OF ONE YEAR TO HELP MITIGATE UNWANTED SIDE EFFECTS AND SYMPTOMS DURING TREATMENT AND BEYOND. THIS YEAR WE SERVED A TOTAL OF 5,322 MEMBERS, WITH 2,662 MEMBERS BEING NEWLY DIAGNOSED WITH BREAST CANCER AND 2,278 MEMBERS LIVING WITH METASTATIC DISEASE, 382 MEMBERS ARE BEING SERVED IN TOTAL WITH OVARIAN CANCER WITH 222 LIVING WITH RECURRENT OVARIAN CANCER. THOSE LIVING WITH ADVANCED METASTATIC DISEASE OR RECURRENT OVARIAN CANCER ARE PROVIDED ONGOING SUPPORT, WHERE EACH CAN RENEW THEIR PASSPORT OF SERVICES EVERY SIX MONTHS FOR AS LONG AS THEY NEED AND UNITE FOR HER IS ABLE TO PROVIDE THE FUNDING. THIS IS VITAL TO ADHERENCE TO TREATMENTS THAT ARE LIFELONG FOR THIS COMMUNITY AND UNITE FOR HER IS COMMITTED TO BEING BY THEIR SIDE FOR AS LONG AS THEY NEED US.BACKED BY MODERN SCIENCE, INTEGRATIVE THERAPIES ARE SHOWN TO SUPPORT PATIENTS' ABILITY TO ADHERE TO THEIR MEDICAL TREATMENT PLAN AND IMPROVE THEIR QUALITY OF LIFE AND MUST BE ACCESSIBLE TO ALL. UNITE FOR HER ANSWERS THAT CALL WHERE OUR PARTICIPANTS REPORT A REDUCTION IN SIDE EFFECTS FROM MEDICAL TREATMENTS, A REDUCTION IN STRESS, AND AN IMPROVEMENT IN EMOTIONAL WELL-BEING. WE HAD THE PRIVILEGE OF PARTNERING WITH THE CANCER SUPPORT COMMUNITY AND WERE GRANTED THE OPPORTUNITY TO PRESENT AN ABSTRACT AND POSTER AT THE DECEMBER 2022 SAN ANTONIO BREAST CANCER SYMPOSIUM. OUR PRESENTATION FOCUSED ON 139 METASTATIC BREAST CANCER PATIENTS. NOTABLE FINDINGS INCLUDED A REMARKABLE 93% OF PATIENTS REPORTING REDUCED STRESS LEVELS. ADDITIONALLY, 80% NOTED SIGNIFICANT IMPROVEMENTS IN THEIR SIDE EFFECTS, WITH 28% SUCCESSFULLY REDUCING OR ELIMINATING AT LEAST ONE PRESCRIBED MEDICATION FOR MANAGING SIDE EFFECTS. IMPRESSIVELY, 94% OF PATIENTS REPORTED ENHANCED TREATMENT ADHERENCE AS A DIRECT RESULT OF THE IMPACTFUL PROGRAMMING OFFERED BY UNITE FOR HER.HOW IT WORKS: WE OFFER INTEGRATIVE CARE SUPPORT AND THERAPIES IN PERSON, VIRTUALLY OR DELIVERED DIRECTLY TO ONE'S HOME. WE CONTINUE TO ADAPT OUR HANDS-ON PROGRAMMING ACROSS THE NATION WITH THE LEARNINGS WE ACQUIRED DURING THE PANDEMIC, EMPOWERING THE VULNERABLE COMMUNITY WE SERVE. LINKING ARMS NATIONWIDE WITH ORGANIZATIONS AND CORPORATIONS WITH LIKE-MINDED GOALS OF BRIDGING THE HEALTH EQUITY GAPS, HAS ALLOWED US TO HAVE GREAT IMPACT IN COMMUNITIES THAT ARE UNDERSUPPORTED, UNDERREPRESENTED AND UNDERSERVED. OUR FOCUS WITH OUR NATIONAL EXPANSION IS TO PRIORITIZE AND PROVIDE CRITICAL ACCESS TO INTEGRATIVE THERAPIES FOR WOMEN OF COLOR, KNOWING THAT THE MORTAILTY RATE IS 42% HIGHER FOR BLACK WOMEN THAN WHITE WOMEN, LEANING IN WITH KEY RECRUITING PARTNERS, HAVING BECOME A TRUSTED RESOURCE TO HELP RESOLVE THE HEALTH INEQUITIES. WITH PARTNERS COMMITTED TO OUR MISSION AND GOALS, UNITE FOR HER EXECUTED 56 VIRTUAL WELLNESS CONFERENCES & PROGRAMS, REACHING ALL 50 STATES, INCLUDING 4 SPANISH-ONLY SPEAKING WELLNESS EVENTS AND 6 SURVIVORSHIP EVENTS FOR OUR ALUMNI COMMUNITY. THESE PROGRAMS WERE KEY FOR PARTICIPANTS TO UNDERSTAND HOW TO USE THEIR WELLNESS PASSPORT OF TREATMENTS AND SERVICES, EMPOWERING THEM AND GIVING THEM CONTROL BACK IN A DISEASE THEY LOST ALL CONTROL OVER.UFH'S UNIQUE WELLNESS PROGRAM AND ONLINE COMMUNITY EDUCATES NEWLY DIAGNOSED BREAST AND OVARIAN CANCER PATIENTS AS WELL AS THOSE LIVING WITH METASTATIC BREAST CANCER ABOUT HOW INTEGRATIVE THERAPIES [MEDICAL ACUPUNCTURE, ONCOLOGY MASSAGE, REIKI, YOGA, FRESH VEGETABLE SHARES, MEAL DELIVERY SERVICE, MEDITATION, EXERCISE, PROFESSIONAL COUNSELING, AND WHOLE FOODNUTRITION] CAN PROVIDE RELIEF FROM MANY OF THE SIDE-EFFECTS AND SYMPTOMS CAUSED BY TRADITIONAL MEDICAL TREATMENTS. THIS YEAR UNITE FOR HER DELIVERED 25,085 ONE ON ONE PRIVATE INTEGRATIVE THERAPY SESSIONS, BOTH VIRTUAL AND IN PERSON. WE ALSO EMPOWER OUR COMMUNITY WITH A HER SPEAKER SERIES, VIRTUAL HANG OUTS, ASK THE EXPERT EDUCATION SERIES, PRODUCING 36 VIRTUAL EVENTS. OUR OBJECTIVE IS TO BRING AWARENESS, UNDERSTANDING, AND INSPIRATION TO PATIENTS ON CRITICAL SUBJECTS WHERE THEY CAN BECOME EMPOWERED IN THEIR OWN CARE AND LEAD DISCUSSIONS WITH THEIR HEALTHCARE PROVIDERS. OUR MEMBERS REPORT BEING ABLE TO SELF ADVOCATE BECAUSE OF THIS ONLINE COMMUNITY WE HAVE CREATED MONTHLY, FEATURE KEY EXPERTS, WHO CREATE A COMMUNITY OF HOPE, TRUST AND EMPOWERMENT.KEEPING THE PATIENT VOICE FRONT AND CENTER IS VITAL TO UFH, ENSURING WE ARE MEETING THE COMMUNITY WHERE THEY ARE. ONE WAY WE HEAR OUR PATIENT VOICE IS BY SURVEYING OUR COMMUNITY, ALLOWING US TO EXPAND IN AREAS OF GREATEST NEED-ADDING PARTNERS THAT HELP SUPPORT NUTRITIONAL NEEDS. THROUGH OUR DEDICATED FOCUS ON UNDERSERVED COMMUNITIES, WE HAVE OBSERVED THAT OUR MEMBERS EFFECTIVELY UTILIZE THEIR WELLNESS PASSPORTS TO ADDRESS A CRUCIAL ISSUE: FOOD INSECURITY. THIS APPROACH EMPOWERS THEM TO ACCESS A FUNDAMENTAL NECESSITY - NOURISHMENT, ESPECIALLY DURING CANCER CARE. A MEAL DELIVERY SERVICE RX IS ONE OF THEM. PROVIDING 6 WEEKS OF FRESH VEGETABLES AND MEAL DELIVERY SERVICES NATIONWIDE RIGHT TO ONE'S HOME HAS BEEN IMPACTFUL TO THOSE WE SERVE, FULFILLING A BASIC NEED. THIS, COUPLED WITH OUR 48 LIVE COOKING WEBINARS AND DEMONSTRATIONS, GROCERY GIFT CARDS AND UNLIMITED NUTRITIONAL CONSULTS, PROVE TO BE A PERFECT COMBINATION FOR ONE TO ACQUIRE NEW SKILLS IN THE KITCHEN, EXPERIENCE JOY AND FRIENDSHIP, AS WELL AS LEARNING HOW FOOD TRULY IS ONE'S MEDICINE- A VITAL TOOL FOR OVERALL HEALTH AND WELLNESS. WE ARE HONORED TO BE ASKED TO SERVE ON SEVERAL ROUND TABLES, WHERE WE SHARE OUR FINDINGS OF INTEGRATIVE CARE WORKING TO HELP PATIENTS ADHERE TO TREATMENTS. WE ALSO WERE RECOGNIZED IN THE JOURNAL OF ONCOLOGY, IN DEC OF 2021- WITH LITERATURE THAT SUGGEST CANCER PROGRAMS THAT HAVE COMPLEMENTARY MODALITIES ARE CONTRIBUTING TO EXTENDED PROGRESSION-FREE AND OVERALL SURVIVAL FOR CANCER PATIENTS WHEN COMPARED TO CANCER PROGRAMS THAT DO NOT. THE STUDY MENTIONS UNITE FOR HER AS THE GOLD STANDARD FOR INTEGRATIVE WHOLE PATIENT CARE. WE CONTINUE TO EXPERIENCE GREAT GROWTH, AND WITH THAT COMES GREAT RESPONSIBILITY. WE ARE HONORED TO SERVE EVEN MORE IN NEED WITH OUR UNIQUE AND INNOVATIVE PROGRAMMING ACROSS OUR NATION, LINKING ARMS WITH MANY EXTRAORDINARY PARTNERS AND CORPORATIONS, ALL LOOKING TO MAKE A DIFFERENCE IN WHOLE PATIENT CARE. 3978729 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 167 0 1 26 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CO CA CT FL GA HI IL KS KY LA MA MD ME MI MN MS MO ND NH NV NJ NM NY NC OH OK OR PA RI SC TN UT VA WA WI WV WY DC X CATHY BROSNAN 6108831177 127 E CHESTNUT STREET WEST CHESTER PA 19380 LINNA LI CHAIR 3.00 X X 0 0 0 AMY GALLO VICE CHAIR 3.00 X X 0 0 0 CATHY DOUGHERTY TREASURER 3.00 X X 0 0 0 MARK SHAHIN SECRETARY 1.00 X X 0 0 0 PARKER CARROLL MEMBER 1.00 X 0 0 0 CONNIE FOGARTY MEMBER 1.00 X 0 0 0 MEGHAN MCVETY MEMBER 1.00 X 0 0 0 ESPERANZA MARTINEZ NEU MEMBER 1.00 X 0 0 0 ALEXIS ROSE-HAMBURG MEMBER 1.00 X 0 0 0 CHELDIN BARLATT RUMER MEMBER 1.00 X 0 0 0 JEFF SHAPIRO MEMBER 1.00 X 0 0 0 SUSAN WELDON CEO AND FOUNDER 55.00 X 254293 0 7119 GAIL KELLY VP OPERATIONS 40.00 X 119830 0 3595 CORIANNE ARMSTRONG DIRECTOR OF COMMUNICATIONS 40.00 X 100499 0 3015 474622 0 13729 3 0 1 0 0 1233964 2809437 382887 4043401 59550 59550 1051191 1233964 842753 208438 208438 4311389 0 0 267988 2885624 2885624 263077 105231 52615 105231 1291414 903588 118955 268871 32389 22653 2987 6749 34285 22285 3772 8228 -232889 -151378 -25618 -55893 7125 4631 784 1710 23357 15182 2569 5606 12933 12781 48 104 40585 26380 4465 9740 37075 24099 4078 8898 48110 31272 5292 11546 31455 20446 3460 7549 25771 16751 2835 6185 10278 6681 1130 2467 PROMOTIONAL MATERIALS 37238 37238 STAFF DEVELOPMENT 25898 16834 2849 6215 BANK CHARGES/FEES 24113 15669 2658 5786 4597838 3978729 182879 436230 106885 269057 2660738 811252 53300 85856 16408 27293 1983704 0 9628 2837331 3186790 781426 1219066 423308 628293 0 9580 1204734 1856939 X 1632597 1329851 1632597 1329851 2837331 3186790 -286449 -16297 0 X 0 1 X 1 0 X 2582778 2907411 2427142 3510544 4043401 15471276 2582778 2907411 2427142 3510544 4043401 15471276 436130 15035146 24209 15948 863 969 59550 101539 18440 78129 51039 208438 356046 15928861 148069 0.94390 0.96600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 COLUMBUS OH CD,12/29/23 249166 F COLUMBUS OH CD,1/26/24 249026 F SALT LK CTY UT CD,5/28/24 248878 F COLUMBUS OH CD,6/27/24 247739 F COLUMBUS OH CD,12/27/24 494453 F COLUMBUS OH CD,3/27/25 494442 F 1983704 LEASE LIABILITY 9580 9580 X 4435824 -16297 177970 161673 4274151 37238 37238 4311389 5083559 177970 344989 522959 4560600 37238 37238 4597838 PART X, LINE 2: THE ORGANIZATION IS CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS AN ORGANIZATION DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE") AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(A) OF THE CODE. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A GOVERNMENT AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF JUNE 30, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS, IF ANY. THERE WERE NO INCOME TAX RELATED INTEREST OR PENALTIES RECORDED FOR EITHER OF THE YEARS ENDED JUNE 30, 2022 OR 2022. PART XI, LINE 4B - OTHER ADJUSTMENTS: SIGNATURE EVENTS EXPENSES NOT ON SCH G 37,238. PART XII, LINE 2D - OTHER ADJUSTMENTS: ERC OFFSET AGAINST PAYROLL TAX EXPENSE ON 990 344,989. PART XII, LINE 4B - OTHER ADJUSTMENTS: SIGNATURE EVENTS EXPENSES NOT ON SCH G 37,238. PINK INVITATIONAL & MEET 1300316 479343 820973 137929 198644 24154 283286 HARVEST 390768 270534 120234 20477 20542 28888 19522 10767 2 594071 484087 109984 11696 23559 2784 60505 2285155 1233964 1051191 170102 219186 76601 22306 354558 842753 208438 1 WELLNESS PROGRAM AND PASSPORT OF SERVICES 5322 2734584 151040 FMV SUPPLIES AND PRODUCTS USED TO SUPPORT THE WELLNESS PROGRAM PART I, LINE 2: THE WELLNESS PASSPORT IS TO BE USED BY THE PARTICIPANT TOWARDS HEALTH AND WELLNESS SERVICES, VALUED UP TO APPROXIMATELY $2,000 FOR EACH PROGRAM PARTICIPANT. PASSPORT USAGE IS MONITORED MONTHLY TO ENSURE THAT ALL PARTICIPANTS STAY WITHIN THEIR ALLOTTED GRANT AMOUNT. X X X X X 0 0 0 0 0 0 0 0 0 SUSAN WELDON CEO AND FOUNDER 178910 0 75383 0 0 0 7119 0 0 0 261412 0 0 0 X EDUCATION AND WELLNESS SUPPLIES 41185 151040 WHOLESALE COST X EVENT MATERIAL, EQUIPMENT, OTHER EVENT EXPENSES 26 97091 FMV X AUCTION ITEMS AND NON-CASH PRIZES 142 88812 FMV X EVENT FOOD AND BEVERAGES 29 45944 FMV 0 0 0 PART I, COLUMN (B): LINE 25 EDUCATION AND WELLNESS COUNT REPRESENTS THE TOTAL NUMBER OF ITEMS CONTRIBUTED. LINES 26, 27 AND 28 ARE AUCTION ITEMS AND NON-CASH PRIZES, ALONG WITH EVENT FOOD, MATERIAL AND EQUIPMENT COUNTS WHICH REPRESENT THE TOTAL NUMBER OF UNIQUE NON-CASH CONTRIBUTIONS RECEIVED FROM A DONOR. FORM 990, PART VI, SECTION B, LINE 11B AN AUDIT IS CONDUCTED AND FINANCIAL STATEMENTS ARE PREPARED PRIOR TO THE PREPARATION OF THE FORM 990. ONCE THE FORM 990 IS PREPARED, THE BOARD REVIEWS THE RETURN WITH THE AUDITED FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES THAT EACH MEMBER OF THE BOARD, COMMITTEE WITH DELEGATED BOARD POWERS, AND CERTAIN VOLUNTEERS, ANNUALLY COMPLETE A DISCLOSURE STATEMENT AFFIRMING THAT SUCH PERSON HAS RECEIVED AND READ, AND UNDERSTANDS AND AGREES TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. WHEN A POTENTIAL CONFLICT EXISTS, THE INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OR COMMITTEE MEETING WHERE THE FINANCIAL INTEREST AND ALL MATERIAL FACTS ARE DISCLOSED, THEN THE INTERESTED PERSON LEAVES THE MEETING WHILE THE DETERMINATION OF WHETHER CONFLICT OF INTEREST EXISTS IS DISCUSSED AND CONSENSUS IS REACHED. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S, SUSAN WELDON, REMUNERATION IS ESTABLISHED ANNUALLY BY THE BOARD OF DIRECTORS AND THE FINANCE COMMITTEE. THIS COMPENSATION STRUCTURE COMPRISES A BASE SALARY AND A PERFORMANCE-BASED BONUS. THE BONUS IS TIED TO THE CEO'S RESPONSIBILITY FOR DRIVING THE ORGANIZATION'S STRATEGIC PLAN, FINANCIAL ACCOUNTABILITY, AND MISSION-ALIGNED OBJECTIVES. REMARKABLY, ALL THESE GOALS WERE MET OR EXCEEDED, LEADING TO THE BOARD'S APPROVAL OF A BONUS FOR THE CEO AT THE CONCLUSION OF THE FISCAL YEAR. NOTABLY, SHE OPTED TO FOREGO A PORTION OF THE $80,383 BONUS APPROVED BY THE BOARD BASED ON FYE 6/30/22 RESULTS, EFFECTIVELY DONATING $5,000 BACK TO THE ORGANIZATION. THE NET BONUS, PAID IN NOVEMBER 2022, IS NOTED ON SCHEDULE J, PART II, (B) (II). THIS DECISION CONTRIBUTES TO THE ORGANIZATION'S MISSION OF REACHING THE MAXIMUM NUMBER OF INDIVIDUALS IN NEED WHILE BUILDING A SOLID INFASCTRUCTURE DURING A TIME OF GRESAT EXPANSION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ANNUAL REPORT AND FORM 990 ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.