2024-10-16T11:22:46-04:00 2024-06-30 823840465 UMBREIT WILECZEK & ASSOCIATES PC 712 E BALTIMORE PIKE KENNETT SQUARE PA 19348 990 2023-07-01 232131877 UNITED WAY OF CHESTER COUNTY INC UNIT 6104299400 150 JOHN ROBERT THOMAS DRIVE EXTON PA 19341 CHRISTOPHER SAELLO PRESIDENT/CEO 6104299400 2024-10-10 true false KATHLEEN A WILECZEK CPA P01410073 6104443222 2024-10-10 2023 2024-10-15 13:58:12Z CHRISTOPHER SAELLO 150 JOHN ROBERT THOMAS DRIVE EXTON PA 19341 2176530 false X HTTPS://WWW.UNITEDWAYCHESTERCOUNTY.ORG X 1980 PA TO UNITE PEOPLE AND MOBILIZE RESOURCES TO BUILD BETTER LIVES AND STRONGER COMMUNITIES. 23 23 10 50 0 2415755 1983452 88818 42500 9293 19991 185875 19080 2699741 2065023 1369315 622888 0 738423 853659 0 177448 742383 566168 2850121 2042715 -150380 22308 4276019 3265402 2217686 1184761 2058333 2080641 X TO UNITE PEOPLE AND MOBILIZE RESOURCES TO BUILD BETTER LIVES AND STRONGER COMMUNITIES. false false 1191575 622888 42500 UNITED WAY OF CHESTER COUNTY'S AGENCY RELATIONS AND COMMUNITY DEVELOPMENT TEAM IS DEDICATED TO MAKING A MEANINGFUL DIFFERENCE IN THE LIVES OF CHESTER COUNTY RESIDENTS. BY BUILDING AND NURTURING PARTNERSHIPS WITH LOCAL NONPROFITS, THE TEAM ENSURES THAT VITAL RESOURCES AND SERVICES REACH THOSE WHO NEED THEM MOST. OUR STRATEGIC APPROACH FOCUSES ON WISE FUND ALLOCATION, CAPACITY BUILDING, AND INNOVATIVE COMMUNITY INITIATIVES THAT CREATE A LASTING, POSITIVE IMPACT. WE ARE COMMITTED TO ADDRESSING THE MOST PRESSING CHALLENGES AND WORKING COLLABORATIVELY TO FOSTER A THRIVING, RESILIENT COMMUNITY FOR ALL. IMPACT HIGHLIGHTS FROM THE LAST FISCAL YEAR: - INVESTED 1,525,312: THROUGH A COMBINATION OF GRANTS TO AGENCIES, SPECIAL INITIATIVE FUNDING, AND DONOR DESIGNATIONS, WE STRATEGICALLY INVESTED OVER 1.5 MILLION DIRECTLY INTO THE CHESTER COUNTY COMMUNITY. THIS FUNDING HAS SUPPORTED ESSENTIAL PROGRAMS AND SERVICES, ENHANCING THE CAPACITY OF OUR NONPROFIT PARTNERS AND CREATING NEW OPPORTUNITIES FOR RESIDENTS. - PREPARED 2,480 TAX RETURNS: OUR VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM, A CORNERSTONE OF OUR FINANCIAL STABILITY EFFORTS, HELPED RESIDENTS PREPARE 2,480 TAX RETURNS, GENERATING AN ECONOMIC IMPACT OF OVER 5 MILLION. BY OFFERING FREE TAX PREPARATION SERVICES, WE EMPOWER INDIVIDUALS AND FAMILIES TO MAXIMIZE THEIR REFUNDS AND USE THOSE RESOURCES TO IMPROVE THEIR FINANCIAL SITUATIONS. - COMPLETED 60 MOBILE HOME TAX REASSESSMENT APPEALS: WE SUCCESSFULLY ADVOCATED FOR 60 MOBILE HOMEOWNERS, INCLUDING 7 HOMESTEAD CASES, AS PART OF OUR ONGOING MOBILE HOME TAX REASSESSMENT INITIATIVE. THIS EFFORT HAS NOW PUSHED THE TOTAL ASSESSMENTS TO 1,052, RESULTING IN A PROJECTED 9 MILLION IN SAVINGS FOR MOBILE HOME OWNERS OVER A DECADE. THESE SAVINGS PROVIDE FAMILIES WITH MUCH-NEEDED FINANCIAL RELIEF, STABILITY, AND SECURITY. -PROVIDED FINANCIAL COACHING AND SUPPORTIVE SERVICES: NEARLY 320 INDIVIDUALS BENEFITED FROM OUR FINANCIAL STABILITY CENTER'S PERSONALIZED COACHING, COUNSELING, AND OTHER SUPPORTIVE SERVICES. BY OFFERING TAILORED ASSISTANCE, WE EMPOWER RESIDENTS TO ACHIEVE THEIR FINANCIAL GOALS, WHETHER IT'S BUDGETING, SAVING FOR A HOME, OR MANAGING DEBT. THESE ACCOMPLISHMENTS REFLECT UNITED WAY OF CHESTER COUNTY'S UNWAVERING COMMITMENT TO IMPROVING THE QUALITY OF LIFE FOR OUR NEIGHBORS. WE BELIEVE THAT BY WORKING TOGETHER, WE CAN OVERCOME CHALLENGES AND CREATE SUSTAINABLE, POSITIVE CHANGE. OUR FOCUS ON COLLABORATION, INNOVATION, AND ACCOUNTABILITY ENSURES THAT EVERY DOLLAR AND EFFORT INVESTED MAKES A REAL, MEASURABLE DIFFERENCE, HELPING TO BUILD A MORE INCLUSIVE, PROSPEROUS CHESTER COUNTY FOR ALL. 519675 UNITED WAY OF CHESTER COUNTY'S COMMUNITY ENGAGEMENT INITIATIVES ARE DESIGNED TO FOSTER A SENSE OF COMMUNITY INVOLVEMENT, RAISE AWARENESS ABOUT LOCAL CHALLENGES, MOBILIZE VOLUNTEERS, AND COLLABORATE WITH VARIOUS STAKEHOLDERS TO CREATE A STRONGER, MORE RESILIENT COMMUNITY FOR ALL ITS RESIDENTS. BELOW IS A BRIEF OVERVIEW OF OUR IMPACT FROM LAST FISCAL YEAR: 134 UNIQUE NONPROFIT AGENCIES BENEFITTED FROM AI AND OTHER DIGITAL SERVICES WORKSHOPS TO BETTER SERVE THEIR CLIENTS; RAISED 246,000 FOR OUR COMMUNITY IMPACT & INNOVATION FUND THROUGH SPECIAL EVENTS; OFFERED OUR COMMUNITY BUILDING AT NO COST TO 51 NONPROFIT ORGANIZATIONS, SAVING THEM AN ESTIMATED TOTAL OF 64,270. 1711250 true true false false false false false false false false true false false false true false true false false false false false false false true false false true false true false false false false false false false false true false false false false false false false false true 1 0 10 true false false false false false false false false X 23 23 false false false false false false false true true false false true true true true true true true true false PA X X X CHRISTINA WAGONER 6104299400 150 JOHN ROBERT THOMAS DRIVE EXTON PA 19341 CAROLYN BEAM CHAIR 1.00 X X 0 0 0 AARON PROIETTI SECRETARY 3.00 X X 0 0 0 DAN KESSLER TREASURER 1.00 X X 0 0 0 STEVE MILLER DIRECTOR 1.00 X 0 0 0 TONY SCHIEVERT DIRECTOR 1.00 X 0 0 0 WILL ANDERSON DIRECTOR 1.00 X 0 0 0 RHONDA WEST-HAYNES DIRECTOR 1.00 X 0 0 0 TRACEY MOHER DIRECTOR 1.00 X 0 0 0 STEPHEN DIMARCO DIRECTOR 1.00 X 0 0 0 KEITH MONTONE DIRECTOR 1.00 X 0 0 0 BRIAN PARSONS DIRECTOR 1.00 X 0 0 0 CHARLES D KOCHKA DIRECTOR 1.00 X 0 0 0 TIMOTHY T NELSON DIRECTOR 1.00 X 0 0 0 KATE SHEEHAN DIRECTOR 1.00 X 0 0 0 ALISON SLOAD DIRECTOR 1.00 X 0 0 0 MARIA O'CONNELL DIRECTOR 1.00 X 0 0 0 JAMES LOGAN DIRECTOR 1.00 X 0 0 0 MIKE GRIGALONIS DIRECTOR 1.00 X 0 0 0 CJ WITHERSPOON DIRECTOR 1.00 X 0 0 0 CARL NASSIB DIRECTOR 1.00 X 0 0 0 MELINDA WINKLER DIRECTOR 1.00 X 0 0 0 BRITNEE SANSEVERINO DIRECTOR 1.00 X 0 0 0 JOE TANKLE DIRECTOR 1.00 X 0 0 0 CHRISTOPHER SAELLO PRESIDENT/CE 40.00 X 155747 0 31809 155747 31809 1 false true false 1413988 197610 371854 46245 1983452 LEADERSHIP TRAINING 42500 42500 42500 19991 19991 94400 197610 111507 -17107 SERVICE FEES 35595 35595 OTHER INCOME 592 592 36187 2065023 78095 20583 622888 622888 160000 112000 24000 24000 523329 382232 58803 82294 118280 85548 14333 18399 52050 37647 6307 8096 43592 36381 1752 5459 25616 18528 3104 3984 62934 45519 7626 9789 7486 5414 907 1165 31839 24522 3204 4113 18282 18282 44188 31960 5355 6873 21461 15522 2601 3338 CALL CENTER 225913 225913 DUES - UWW 25698 18586 3114 3998 SERVICE AGREEMENTS 24217 17516 2935 3766 EVENT SUPPLIES 9805 9805 25137 21269 1694 2174 2042715 1711250 154017 177448 477946 86001 545721 464195 1633289 1216187 92905 9796 14991 1653686 169658 1516362 1484028 4276019 3265402 117489 109005 1331666 438337 545906 416847 222625 220572 2217686 1184761 X 1662215 1893364 396118 187277 2058333 2080641 4276019 3265402 22308 X false true X true false X 3560474 2857373 3647994 2415755 1983452 14465048 3560474 2857373 3647994 2415755 1983452 14465048 14465048 18372 5293 7850 9293 19991 60799 91096 269569 29256 228897 592 619410 15145257 534782 0.95510 0.95390 X PART II, LINE 10 360,665 EMPLOYEE RETENTION CREDIT 219,604 MISCELLANEOUS INCOME 38,549 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1499327 70771 1428556 154359 98887 55472 1484028 DONOR DESIG. CONT. PAYABLE 213341 ESCHEAT RESERVES 7231 220572 2067523 2500 2500 2065023 2065023 2045215 2500 2500 2042715 2042715 GOLF EVENT 150112 94512 55600 17536 25590 2847 250 2126 LIVE UNITED EVE 138800 100000 38800 14400 26647 15334 5637 288912 194512 94400 31936 25590 29494 15584 7763 110367 -15967 true ALIANZAS DE PHOENIXVILLE 148 CHURCH STREET PHOENIXVILLE PA 19460 474293491 501C3 15000 FMV ORGANIZATION SUPPORT ANN'S HEART 35 HALL STREET STE 301 PHOENIXVILLE PA 19460 465257454 501C3 25000 FMV ORGANIZATION SUPPORT CHESTER COUNTY ECONOMIC DEV COUNCIL 737 CONSTITUTION DRIVE EXTON PA 19341 231576225 501C6 25000 FMV ORGANIZATION SUPPORT CHESTER COUNTY FOOD BANK 650 PENNSYLVANIA DRIVE EXTON PA 19341 270887311 501C3 20000 FMV ORGANIZATION SUPPORT FIORENZA'S FOOD FOR FRIENDS 993 ERICSSON DRIVE COATESVILLE PA 19320 452253155 501C3 15000 FMV ORGANIZATION SUPPORT HONEY BROOK FOOD PANTRY 5064 HORSESHOE PIKE 8 HONEY BROOK PA 19344 471786657 501C3 15000 FMV ORGANIZATION SUPPORT KENNETT AREA COMMUNITY SERVICES 136 WEST CEDAR ST PO BOX 1025 KENNETT SQUARE PA 19348 232215441 501C3 20000 FMV ORGANIZATION SUPPORT LEGAL AID OF SEPA 625 SWEDE STREET NORRISTOWN PA 19401 231901014 501C3 25000 FMV ORGANIZATION SUPPORT LIFE TRANSFORMING MINISTRIES PO BOX 29 643-645 E LINCOLN HWY COATESVILLE PA 19320 232989224 501C3 117420 FMV ORGANIZATION SUPPORT MOM'S HOUSE 145 S MAIN STREET PHOENIXVILLE PA 19460 232430389 501C3 20000 FMV ORGANIZATION SUPPORT OPEN HEARTH INC 101 N MAIN STREET STE A-1 SPRING CITY PA 19475 232652023 501C3 165000 FMV ORGANIZATION SUPPORT ORION COMMUNITIES 237 BRIDGE STREET 1ST FLOOR PHOENIXVILLE PA 19460 232074061 501C3 20000 FMV ORGANIZATION SUPPORT OXFORD SILO WORKS PO BOX 22 OXFORD PA 19363 822595175 501C3 15000 FMV ORGANIZATION SUPPORT PHOENIXVILLE AREA CHILDREN'S LEARNI 310 MAIN STREET PHOENIXVILLE PA 19460 231658931 501C3 11250 FMV ORGANIZATION SUPPORT PHOENIXVILLE AREA COMMUNITY SERVICE 257 CHURCH STREET PHOENIXVILLE PA 19460 231902190 501C3 25000 FMV ORGANIZATION SUPPORT VOLUNTEER ENGLISH PROGRAM 790 E MARKET STREET STE 21 WEST CHESTER PA 19382 222685077 501C3 20000 FMV ORGANIZATION SUPPORT WEST CHESTER AREA DAY CARE CENTER 501 EAST NIELDS STREET WEST CHESTER PA 19382 231613599 501C3 11250 FMV ORGANIZATION SUPPORT WEST CHESTER FOOD CUPBOARD 431 S BOLMAR STREET WEST CHESTER PA 19382 461420690 501C3 40000 FMV ORGANIZATION SUPPORT SCHEDULE I, PAGE 1, PART I, LINE 2 THE COMMUNITY IMPACT COUNCIL AT UNITED WAY OF CHESTER COUNTY TAKES MEASURES TO ENSURE THAT FUNDS ALLOCATED TO AGENCIES ARE USED AS PROPOSED BY REQUIRING AND REVIEWING MID-CYCLE AND END-OF-CYCLE REPORTING FOR BOTH GENERAL AND PROGRAM FUNDING. false false false false false false false false false CHRISTOPHER SAELLO PRESIDENT/CEO 155747 26529 5280 187556 X AUCTION ITEMS 12 5545 FAIR MARKET VALUE X SPECIAL EVENTS 7 40700 FAIR MARKET VALUE false false false FORM 990, PAGE 2, PART III, LINE 4A UNITED WAY OF CHESTER COUNTY'S AGENCY RELATIONS AND COMMUNITY DEVELOPMENT TEAM IS DEDICATED TO MAKING A MEANINGFUL DIFFERENCE IN THE LIVES OF CHESTER COUNTY RESIDENTS. BY BUILDING AND NURTURING PARTNERSHIPS WITH LOCAL NONPROFITS, THE TEAM ENSURES THAT VITAL RESOURCES AND SERVICES REACH THOSE WHO NEED THEM MOST. OUR STRATEGIC APPROACH FOCUSES ON WISE FUND ALLOCATION, CAPACITY BUILDING, AND INNOVATIVE COMMUNITY INITIATIVES THAT CREATE A LASTING, POSITIVE IMPACT. WE ARE COMMITTED TO ADDRESSING THE MOST PRESSING CHALLENGES AND WORKING COLLABORATIVELY TO FOSTER A THRIVING, RESILIENT COMMUNITY FOR ALL. IMPACT HIGHLIGHTS FROM THE LAST FISCAL YEAR: - INVESTED 1,525,312: THROUGH A COMBINATION OF GRANTS TO AGENCIES, SPECIAL INITIATIVE FUNDING, AND DONOR DESIGNATIONS, WE STRATEGICALLY INVESTED OVER 1.5 MILLION DIRECTLY INTO THE CHESTER COUNTY COMMUNITY. THIS FUNDING HAS SUPPORTED ESSENTIAL PROGRAMS AND SERVICES, ENHANCING THE CAPACITY OF OUR NONPROFIT PARTNERS AND CREATING NEW OPPORTUNITIES FOR RESIDENTS. - PREPARED 2,480 TAX RETURNS: OUR VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM, A CORNERSTONE OF OUR FINANCIAL STABILITY EFFORTS, HELPED RESIDENTS PREPARE 2,480 TAX RETURNS, GENERATING AN ECONOMIC IMPACT OF OVER 5 MILLION. BY OFFERING FREE TAX PREPARATION SERVICES, WE EMPOWER INDIVIDUALS AND FAMILIES TO MAXIMIZE THEIR REFUNDS AND USE THOSE RESOURCES TO IMPROVE THEIR FINANCIAL SITUATIONS. - COMPLETED 60 MOBILE HOME TAX REASSESSMENT APPEALS: WE SUCCESSFULLY ADVOCATED FOR 60 MOBILE HOMEOWNERS, INCLUDING 7 HOMESTEAD CASES, AS PART OF OUR ONGOING MOBILE HOME TAX REASSESSMENT INITIATIVE. THIS EFFORT HAS NOW PUSHED THE TOTAL ASSESSMENTS TO 1,052, RESULTING IN A PROJECTED 9 MILLION IN SAVINGS FOR MOBILE HOME OWNERS OVER A DECADE. THESE SAVINGS PROVIDE FAMILIES WITH MUCH-NEEDED FINANCIAL RELIEF, STABILITY, AND SECURITY. -PROVIDED FINANCIAL COACHING AND SUPPORTIVE SERVICES: NEARLY 320 INDIVIDUALS BENEFITED FROM OUR FINANCIAL STABILITY CENTER'S PERSONALIZED COACHING, COUNSELING, AND OTHER SUPPORTIVE SERVICES. BY OFFERING TAILORED ASSISTANCE, WE EMPOWER RESIDENTS TO ACHIEVE THEIR FINANCIAL GOALS, WHETHER IT'S BUDGETING, SAVING FOR A HOME, OR MANAGING DEBT. THESE ACCOMPLISHMENTS REFLECT UNITED WAY OF CHESTER COUNTY'S UNWAVERING COMMITMENT TO IMPROVING THE QUALITY OF LIFE FOR OUR NEIGHBORS. WE BELIEVE THAT BY WORKING TOGETHER, WE CAN OVERCOME CHALLENGES AND CREATE SUSTAINABLE, POSITIVE CHANGE. OUR FOCUS ON COLLABORATION, INNOVATION, AND ACCOUNTABILITY ENSURES THAT EVERY DOLLAR AND EFFORT INVESTED MAKES A REAL, MEASURABLE DIFFERENCE, HELPING TO BUILD A MORE INCLUSIVE, PROSPEROUS CHESTER COUNTY FOR ALL. FORM 990, PAGE 6, PART VI, LINE 11B THE FINANCE COMMITTEE AND BOARD OF DIRECTORS REVIEW THE 990 IN DETAIL BEFORE FILING. FORM 990, PAGE 6, PART VI, LINE 12C ALL EMPLOYEES, BOARD OF DIRECTORS, AND VOLUNTEERS MUST SIGN A CODE OF ETHICS POLICY, WHICH INCLUDES THE CONFLICT THE INTEREST POLICY. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE OF THE BOARD OF DIRECTORS IS AUTHORIZED TO MAKE DECISIONS REGARDING THE CEO'S COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 15B THE CEO IS AUTHORIZED TO MAKE DECISIONS REGARDING EMPLOYEE COMPENSATIONS. FORM 990, PAGE 6, PART VI, LINE 19 ANYONE MAY REQUEST THE ABILITY TO REVIEW THE ORGANIZATIONAL DOCUMENTS AT THE ORGANIZATION'S MAIN LOCATION.