2023-11-15T14:51:48-06:00 2022-12-31 231406493 MORISON COGEN LLP 484 NORRISTOWN RD STE 100 BLUE BELL PA 19422 990 2022-01-01 231409706 UNITED WAY OF BUCKS COUNTY UNIT 2159491660 413 HOOD BLVD FAIRLESS HILLS PA 19030 FAITH PARKINSON DIRECTOR OF FINANCE & ADMIN. 2159491660 2023-11-15 1 FAITH PARKINSON 999009999 0 JOSEPH M KISTNER CPA P00157086 2674403000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z FAITH PARKINSON 413 HOOD BLVD FAIRLESS HILLS PA 19030 8787585 0 X N/A X 1952 PA UNITED WAY OF BUCKS COUNTY CREATES OPPORTUNITIES FOR QUALITY EDUCATION, FINANCIAL STABILITY, AND GOOD HEALTH TO ENSURE REAL, LASTING CHANGE FOR INDIVIDUALS AND OUR COMMUNITIES. 28 28 14 0 0 0 6140364 7983593 0 0 137857 -13635 20563 36282 6298784 8006240 481872 356356 0 0 672003 607601 0 0 273423 4880645 7154210 6034520 8118167 264264 -111927 4389093 4157035 440144 515589 3948949 3641446 X UNITED WAY OF BUCKS COUNTY CREATES OPPORTUNITIES FOR QUALITY EDUCATION, FINANCIAL STABILITY, AND GOOD HEALTH TO ENSURE REAL, LASTING CHANGE FOR INDIVIDUALS AND OUR COMMUNITIES. 0 0 6748179 36282 COMMUNITY & AGENCY SERVICES: RESOURCES ARE DIRECTED TO THE PLANNING AND COORDINATION OF SERVICES THAT SUPPORT INDIVIDUALS AND NONPROFITS. THIS INCLUDES ADVOCACY, DISTRIBUTION OF GIFTS IN-KIND, COMPILING AND DISTRIBUTING COMMUNITY RESOURCE GUIDES, VOLUNTEER RECRUITMENT AND REFERRAL, AND CONNECTING BUSINESSES AND GROUPS WITH SERVICE PROJECTS AND NONPROFITS THAT NEED HELP. 356356 356356 COMMUNITY INVESTMENTS & NONPROFIT GRANTS: THESE FUNDS ARE DISTRIBUTED TO AND THROUGH NONPROFIT AGENCIES AND COLLABORATIVE GROUPS. FUNDS ARE AIMED AT HELPING PEOPLE WITH SHORT-TERM, BASIC NEEDS (E.G. SHELTER, TRANSPORTATION, CHILD CARE, FOOD, ETC.) AND CREATING LASTING CHANGE. FUNDED PROGRAMS FOCUS ON BUILDING FINANCIAL SELF-SUFFICIENCY, IMPROVING FAMILY STABILITY, CREATING ACCESS TO EARLY EDUCATION, AND IMPROVING PEOPLE'S HEALTH. 430052 COMMUNITY IMPACT: THESE FUNDS ARE INVESTED IN CONVENING GROUPS TO HELP IDENTIFY AND TARGET PROBLEMS IN THE COMMUNITY. FUNDS HELP BUILD COLLABORATIVE EFFORTS AND IMPROVE THE SYSTEMS THAT SERVE OUR MOST VULNERABLE RESIDENTS. COMMUNITY IMPACT PARTNERS INCLUDE GOVERNMENT, BUSINESSES, FAITH-BASED GROUPS, EDUCATIONAL ORGANIZATIONS, NONPROFITS, AND INDIVIDUALS. 27232 FUNDS DISTRIBUTION: THESE FUNDS ARE INVESTED IN HUMAN SERVICE PLANNING, AS WELL AS ALLOCATING THE DOLLARS RAISED IN THE ANNUAL CAMPAIGN. FUNDS ARE USED TO HELP IDENTIFY THE MOST EFFECTIVE AND COST-EFFECTIVE HUMAN SERVICE SOLUTIONS, BUILD OR VET PROGRAM EVALUATION PLANS, AND ENSURE A HIGH AND DEMONSTRABLE RETURN ON INVESTMENT FOR ALL FUNDED PROGRAMS. 30699 DONOR DESIGNATIONS-MEMBER AGENCIES, NON-MEMBER AGENCIES, AND OTHER 43674 EMERGENCY FOOD PROGRAMS, GIFTS IN KIND, AND COMMUNITY SERVICES LABOR LIAISON. 101605 7636192 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 1 14 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA NJ X ORGANIZATION 2159491660 413 HOOD BLVD FAIRLESS HILLS PA 19030 CAROL SCHRAMM TREASURER 1.00 X 0 0 0 COLLEEN DOLL BOARD MEMBER 1.00 X 0 0 0 KAREN JOHNSON-SUSKO BOARD MEMBER 1.00 X 0 0 0 JUSTIN BROWN BOARD MEMBER 1.00 X 0 0 0 BRIAN PAPSUN BOARD MEMBER 1.00 X 0 0 0 DENNIS PFLEIGER BOARD MEMBER 1.00 X 0 0 0 DR DAVID POCALYKO BOARD MEMBER 1.00 X 0 0 0 TOM SOFIELD BOARD MEMBER 1.00 X 0 0 0 TIFFANY THOMAS SMITH BOARD MEMBER 1.00 X 0 0 0 JOSEPH ALBERT BOARD MEMBER 1.00 X 0 0 0 KEVIN ANTOINE BOARD MEMBER 1.00 X 0 0 0 SUSAN BARANOWSKI BOARD MEMBER 1.00 X 0 0 0 GENA JAFFE BOARD MEMBER 1.00 X 0 0 0 AMY MUSOLINO BOARD MEMBER 1.00 X 0 0 0 PURVI PANWALA BOARD MEMBER 1.00 X 0 0 0 MARC SABO BOARD MEMBER 1.00 X 0 0 0 BERNARD TYNES BOARD MEMBER 1.00 X 0 0 0 PAUL BRAUN BOARD MEMBER 1.00 X 0 0 0 MATT HANSON BOARD MEMBER 1.00 X 0 0 0 DANA WEISSENBERG BOARD MEMBER 1.00 X 0 0 0 CARRIE NORK MINIELLI BOARD MEMBER 1.00 X 0 0 0 DR MICHELLE BURROUGHS BOARD MEMBER 1.00 X 0 0 0 DR GARY L BOWMAN HONORARY LIFE MEMBER 0.00 X 0 0 0 KATHY BRETT HONORARY LIFE MEMBER 0.00 X 0 0 0 LYNN BUSH HONORARY LIFE MEMBER 0.00 X 0 0 0 DR RICHARD O COE HONORARY LIFE MEMBER 0.00 X 0 0 0 MICHAEL CONNOR HONORARY LIFE MEMBER 0.00 X 0 0 0 J PETER DOMINICK HONORARY LIFE MEMBER 0.00 X 0 0 0 THOMAS P DONNELLY ESQ HONORARY LIFE MEMBER 0.00 X 0 0 0 JAMES DOWLING HONORARY LIFE MEMBER 0.00 X 0 0 0 GROVER FRIEND HONORARY LIFE MEMBER 0.00 X 0 0 0 DAVID J GONDAK HONORARY LIFE MEMBER 1.00 X 0 0 0 BRIAN JETER HONORARY LIFE MEMBER 0.00 X 0 0 0 TRISH MARKEL-MULLIGAN HONORARY LIFE MEMBER 0.00 X 0 0 0 JACK MCCAUGHAN HONORARY LIFE MEMBER 0.00 X 0 0 0 MARK WORTHINGTON HONORARY LIFE MEMBER 0.00 X 0 0 0 TODD ALDERFER HONORARY LIFE MEMBER 0.00 X 0 0 0 MARISSA CHRISTIE PRESIDENT & CEO 40.00 X 118122 0 13458 FAITH PARKINSON DIRECTOR OF FINANCE & ADMI 40.00 X 88115 0 9360 JEANE VIDONI VICE CHAIR COMMUNITY IMPACT 1.00 X 0 0 0 KEVIN CRAWFORD TREASURER 1.00 X 0 0 0 KRISTEN ELDER CORPORATE SECRETARY 1.00 X 0 0 0 PAUL BENCIVENGO BOARD CHAIR 1.00 X 0 0 0 CATHERINE MCELROY IMMEDIATE PAST BOARD CHAIR 1.00 X 0 0 0 206237 0 22818 1 0 0 0 0 4253752 3729841 2125192 7983593 34265 34265 733445 781345 -47900 -47900 -47900 MISCELLANEOUS 900099 31596 31596 FEE REVENUE 900099 4686 4686 36282 8006240 36282 0 -13635 356356 356356 225287 88516 57450 79321 262243 101460 64867 95916 10942 5011 3697 2234 71344 32673 24104 14567 37785 17304 12766 7715 33000 21661 5429 5910 57119 37493 9396 10230 18932 14543 2010 2379 PENNSYLVANIA PRE-K COUN 4213089 4213089 CONTRIBUTION OF DONATED 2125192 2125192 COMMUNITY PROGRAM EXPEN 351899 351899 FACILITIES & EQUIPMENT 204784 171056 13094 20634 150195 99939 15739 34517 8118167 7636192 208552 273423 2554971 1056223 250690 1675538 19501 22898 538999 396433 88288 142566 1462256 1246423 13387 13387 4389093 4157035 284908 343640 142575 142575 12661 29374 440144 515589 X 3259991 2950438 688958 691008 3948949 3641446 4389093 4157035 -111927 -195576 0 X X 0 1 X 1 0 X 3913186 4387204 5684708 6140364 7983593 28109055 3913186 4387204 5684708 6140364 7983593 28109055 102592 28006463 31558 38963 27672 29874 34265 162332 5525 41010 25667 20563 36282 129047 28400434 0.98610 0.98090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60000 60000 60000 60000 60000 60000 60000 60000 60000 60000 1.00000 0 0 11017 11017 205487 169451 36036 212785 210553 2232 109710 16429 93281 142566 REFUNDABLE AGENCY DEPOSITS 29374 29374 7779965 -195576 -195576 7975541 30699 30699 8006240 8087468 0 8087468 30699 30699 8118167 PART V, LINE 4: INVESTMENTS ARE RESTRICTED IN PERPETUITY. THE INCOME WILL BE USED TO SUPPORT GENERAL OPERATIONS AND SCHOLARSHIPS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS IN ACCORDANCE WITH A PRIVATE LETTER RULING 30,699. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS IN ACCORDANCE WITH A PRIVATE LETTER RULING 30,699. 0 BUCKS COUNTY OPPORTUNITY COUNCIL 100 DOYLE STREET DOYLESTOWN PA 18901 236406222 501(C)3 312000 0 SELF SUFFICIENCY PROGRAMS ONE HOUSE AT A TIME (OHATT) 411 SUSQUEHANNA ROAD HUNTINGDON VALLEY PA 19006 233046871 501(C)3 22200 0 SELF SUFFICIENCY PROGRAMS VITA 8 EAST COURT STREET DOYLESTOWN PA 18901 231977810 501(C)3 12156 0 SELF SUFFICIENCY PROGRAMS WARMINSTER FOOD BANK 75 DOWNEY DRIVE WARMINSTER PA 18974 222450208 501(C)3 10000 0 SELF SUFFICIENCY PROGRAMS 4 X 2125192 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE 990 IS REVIEWED BY THE BOARD OF DIRECTORS BEFORE SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, OFFICER AND EMPLOYEE SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT EACH SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY AND HAS AGREED TO COMPLY WITH THE TERMS OF THE POLICY. FAILURE OF ANY SUCH DIRECTOR, OFFICER OR EMPLOYEE TO EXECUTE THE POLICY OR THE STATEMENT REFERENCED HEREIN SHALL NOT NULLIFY THE POLICIES FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT, CEO AND OTHER KEY EMPLOYEES, COMPARABLE DATA FROM WITHIN THE UNITED WAY SYSTEM, PLUS FROM WITHIN SOCIAL SERVICE ORGANIZATIONS WITHIN THE COMMUNITY, ARE COLLECTED AS PART OF THE COMPENSATION REVIEW PROCEDURES. THE BOARD MUST APPROVE COMPENSATION AND THAT INFORMATION IS MADE AVAILABLE FOR ALL MEMBERS TO REVIEW. FORM 990, PART VI, SECTION C, LINE 19 UNITED WAY OF BUCKS COUNTY GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON GUIDESTAR.ORG, AND ALL OTHERS ARE AVAILABLE BY WRITTEN REQUEST. 990 PAGE 11, PART XI LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT HAS OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THIS HAS NOT BEEN CHANGED SINCE THE PRIOR YEAR.