2024-09-30T16:15:01-05:00 2024-06-30 871353108 Eisner Advisory Group LLC 130 North 18th Street Suite 3000 Philadelphia PA 191032757 990 2023-07-01 264444438 Unite for HER UNIT 6103229552 127 E Chestnut Street West Chester PA 19380 Susan Weldon CEO AND FOUNDER 6103229552 2024-09-26 1 0 HELEN M MARTIN P01330899 2158818800 2023 2024-10-15 13:58:12Z Susan Weldon 127 E Chestnut Street West Chester PA 19380 5899635 0 X www.uniteforher.org X 2009 PA See Schedule O 10 10 25 600 0 0 4043401 4642571 0 0 59550 100894 208438 328602 4311389 5072067 2885624 2547903 0 0 1388276 1848018 0 0 578236 323938 379649 4597838 4775570 -286449 296497 3186790 3468585 1856939 1833944 1329851 1634641 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 3935058 2547903 OUTREACH AND EDUCATION:Unite 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 5,530 members, with 2,506 members being newly diagnosed with breast cancer and 2,519 members living with metastatic disease. A total of 505 members are being served with ovarian cancer, 352 of whom are living with recurrent ovarian cancer. Continued in Schedule O: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 and access. This is vital to adherence to treatments that are lifelong for this community. Backed by modern science, integrative therapies are shown to support patients' ability to adhere to their medical treatment plan, 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.In addition to the members served above, Unite for HER served 1,016 new members in our Empowered Living Program, which provides online information regarding the benefits of integrative therapies, cooking webinars, nutrition counseling, and access to digital resources and experts. This new program allowed us to manage the high demand we experienced, without turning anyone away.In total, Unite for Her served 6,646 members this year in their programs. 3935058 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 1 182 0 1 25 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 10 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 Member 1.00 X 0 0 0 Consuela Fogarty Member 1.00 X 0 0 0 Meghan McVety Member 1.00 X 0 0 0 Esperanza Martinez Neu Secretary 1.00 X 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 264469 0 6488 Gail Kelly VP Operations 40.00 X 147980 0 6439 Corianne Armstrong Director of Communications 40.00 X 111137 0 8134 Erin Pellegrin Director of Culinary Nutrition & Education 40.00 X 102287 0 3069 625873 0 24130 4 0 1 0 0 1190876 3451695 450612 4642571 100894 100894 1156170 1190876 827568 328602 328602 5072067 0 0 429496 2547903 2547903 342955 137182 68591 137182 1290454 889977 128075 272402 40132 27171 4159 8802 46017 28991 5522 11504 128460 80930 15415 32115 19179 12083 2301 4795 19552 12318 2346 4888 67773 42697 8133 16943 34805 21927 4177 8701 49296 31057 5915 12324 35582 22417 4269 8896 35624 22443 4275 8906 5939 5939 19368 12202 2324 4842 Promotional materials 31709 31709 Bank charges/fees 28757 18117 3451 7189 Staff development 26692 16816 3203 6673 Others 5373 4888 120 365 4775570 3935058 262276 578236 269057 275481 811252 1378095 85856 161860 27293 83680 1983704 1494996 46561 9628 27912 3186790 3468585 1219066 1006765 628293 817402 9580 9777 1856939 1833944 X 1329851 1634641 1329851 1634641 3186790 3468585 X 296497 11293 -3000 X 0 1 X 1 0 X 2907411 2427142 3510544 4043401 4826054 17714552 2907411 2427142 3510544 4043401 4826054 17714552 1421868 16292684 15948 863 969 59550 100894 178224 18440 78129 51039 208438 145119 501165 18393941 101640 0.88580 0.94390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 Columbus OH CD,12/27/24 498402 F Columbus OH CD,3/27/25 497651 F Cincinnati OH CD,1/2/25 249386 F Columbus OH CD,2/28/25 249557 F 1494996 Lease liability 9777 9777 X 5327426 11293 275775 287068 5040358 31709 31709 5072067 5022636 275775 3000 278775 4743861 31709 31709 4775570 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, 2024 and 2023, 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, 2024 or 2023. Part XI, Line 4b - Other Adjustments: Signature events not on Sch G 31,709. Part XII, Line 2d - Other Adjustments: Bad Debts 3,000. Part XII, Line 4b - Other Adjustments: Signature events not on Sch G 31,709. Pink Invitational & Meet 1271233 362098 909135 125204 212954 22226 254815 Harvest 443821 306150 137671 49829 26335 17131 8900 12531 2 631992 522628 109364 13723 24066 59854 2347046 1190876 1156170 188756 239289 63423 8900 327200 827568 328602 1 Passport and Empowered Living Programs 6646 2281189 266714 FMV SUPPLIES AND PRODUCTS USED TO SUPPORT THE WELLNESS PROGRAM Part I, Line 2: 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 184031 0 79746 0 692 0 6488 0 0 0 270957 0 0 0 Gail Kelly VP Operations 133000 0 13750 0 1230 0 4439 0 2000 0 154419 0 0 0 X Education and wellness supplies 30877 266714 wholesale cost X Auction items and non-cash prizes 170 105321 FMV X Event Material, equipment, other event expenses 26 43852 FMV X Event food and beverages 29 34725 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 I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: Backed by modern science, integrative therapies are shown to support patients' ability to adhere to their medical treatment plans and improve their quality of life. These therapies must be accessible to all. Unite for HER answers that call, where our participants report a reduction in side effects from medical treatments, better adherence to treatments, a reduction in stress, and an improvement in emotional well-being. In January 2024, Unite for HER established a strategic partnership with TOUCH, the Black Breast Cancer Alliance, to bring integrative services to their pre-emptive breast cancer clinical trial recruitment and retention program. Unite for HER and TOUCH announced a strategic alliance to increase the quality of care for Black women in cancer clinical trials, with the goal of providing 24/7 nurse navigation support along with integrative care. This initiative aims to help Black women achieve better outcomes and address health equity gaps. Unite for HER also reported impactful outcomes in FY 2023 from our Project LIFT program, where Gilead invested in supporting 550 Black breast cancer patients newly diagnosed, living with metastatic breast cancer (MBC), or triple-negative breast cancer. Key findings include: 93% reported improved quality of life, 91% reported improvement in making healthier food choices, 86% reported increased exercise or movement, and 84% reported improved coping with stress through learned tools. We had the privilege of partnering once again with the Cancer Support Community and were granted the opportunity to present an abstract and poster at the December 2023 San Antonio Breast Cancer Symposium. Our presentation focused on the impact of professional support for eating and nutrition among women with breast cancer. According to the PROMIS score, lack of nutrition increased anxiety, depression, pain interference, fatigue, and sleep disturbance. Unite for HER was named as an organization that provides professional nutrition support free of charge, addressing unmet critical needs to improve health and wellness for people with breast cancer. We continue to expand, offering integrative care support and therapies through our Wellness Passport Program to 5,530 members across the nation, both in person and virtually, or delivered directly to their homes. Due to high demand, we developed and launched am additional wellness program called the Empowered Living Program. This ensures no one is left behind, regardless of stage or diagnosis date. Members join our robust virtual community and receive a care box at home, providing information and education on integrative care. This program allowed Unite for HER to expand greatly, as all costs are absorbed through paid professional staff in-house. This year, we served 1,016 people in the Empowered Living Program, bringing the total served to 6,549. We continue to learn from the pandemic, empowering the vulnerable community we serve. Linking arms nationwide with organizations and corporations that share our goal of bridging health equity gaps has allowed us to make a significant impact in underserved, underrepresented, and undersupported communities. Our national presence prioritizes providing critical access to integrative therapies for women of color, knowing that the mortality rate for Black women is 41% higher than that of white women. We have become a trusted resource for resolving health inequities, with partners committed to our mission. Currently, 54% of the members we serve are from underrepresented and underserved communities. We executed 61 virtual wellness conferences and programs across all 50 states, including four Spanish-only wellness events and two in-person survivorship events for our alumni community. These programs help participants understand how to use their Wellness Passports for treatments and services, empowering them to regain control in a situation where they may feel they've lost control. This year, we served 167 Spanish-speaking members, an increase of 107% from last year, emphasizing the need for Spanish-speaking-only programs. We established new digital resources, such as live and recorded Spanish cooking demonstrations, presentations on managing GI issues in Spanish ("Potty Talk"), fitness memberships with a Spanish provider, meditation videos, and Spanish-facilitated support groups. Unite for HER's unique wellness program and online community educate newly diagnosed breast and ovarian cancer patients, as well as those living with metastatic breast cancer, about how integrative therapies such as medical acupuncture, oncology massage, reiki, yoga, fresh vegetable shares, meal delivery service, meditation, exercise, professional counseling, and whole food nutrition counseling can provide relief from the side effects and symptoms of traditional medical treatments. This year, Unite for HER delivered 25,979 one-on-one private integrative therapy sessions, both virtually and in person. We also empower our community with the HER Speaker Series, virtual hangouts, and the "Ask the Expert" education series, producing 44 virtual events. Our objective is to bring awareness, understanding, and inspiration to patients on critical subjects, enabling them to 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. Each month, we feature key experts who create a community of hope, trust, and empowerment. Keeping the patient voice front and center is vital to Unite for HER, ensuring we meet the community where they are. We experienced significant engagement this year, with a 40% increase in the total reach of educational content and a 146% increase in average video reach. All of this can be found in our newly designed HER Library for ease of access. One way we hear our patient voice is through surveying our community, allowing us to expand in areas of greatest need by adding partners that help support nutritional needs. Our dedicated focus on underserved communities has shown that members effectively utilize their Wellness Passports to address food insecurity during cancer care. A meal delivery service prescription is one example, providing six weeks of fresh vegetables and meal delivery services nationwide. This, combined with our 48 live cooking webinars and demonstrations, grocery gift cards, and unlimited nutritional consultations, helps patients acquire new skills in the kitchen and find joy and friendship, while learning how food can be medicine. Our nutrition educational series has been valuable in providing professional support to our members. During our online cooking webinars, we debuted and produced 21 "Food for Thought" educational moments, now available in our library as a reference tool emphasizing the science behind food and its nourishment, empowering our patients. Our CEO and senior staff have had the honor of serving on several round tables, boards, and panels, sharing our findings on integrative care and working to help patients adhere to treatments. We continue to experience great growth, and with that comes great responsibility. We are honored to serve even more people in need with our unique and innovative programming across the nation. We have linked arms with extraordinary partners and corporations, all of whom are committed to making a difference in whole patient care. 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. 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. 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. Form 990, Part XI, line 9: Bad Debts -3,000.