2025-12-11T07:11:36-06:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 20 STANWIX STREET PITTSBURGH PA 15222 990 2024-07-01 251043578 THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA UNIT 4122616010 1250 PENN AVENUE PO BOX 735 PITTSBURGH PA 152300735 BOBBI WATT GEER PHD PRESIDENT AND CEO 4122616010 2025-12-09 1 1 KELLY A BROCIOUS P01254262 4126976400 2025-12-09 2024 2025-03-06 01:10:19Z BOBBI WATT GEER PHD 1250 PENN AVENUE PO BOX 735 PITTSBURGH PA 152300735 55418890 0 X WWW.UWSWPA.ORG X 1974 PA UNITED WAY LEADS AND MOBILIZES THE CARING POWER OF INDIVIDUALS, THE BUSINESS COMMUNITY AND ORGANIZATIONS TO HELP PEOPLE IN NEED MEASURABLY IMPROVE THEIR LIVES, CREATING LONG LASTING CHANGE FOR THE BETTERMENT OF RESIDENTS IN ALLEGHENY, ARMSTRONG, BUTLER, FAYETTE AND WESTMORELAND COUNTIES. 68 68 118 5231 0 0 29024228 31911998 4562769 3934916 2812848 2683538 10493 10311 36410338 38540763 18607778 16912356 0 0 8300916 8853181 0 0 3787129 6707631 6897939 33616325 32663476 2794013 5877287 83597297 92377630 17604139 16621226 65993158 75756404 X UNITED WAY LEADS AND MOBILIZES THE CARING POWER OF INDIVIDUALS, THE BUSINESS COMMUNITY AND ORGANIZATIONS TO HELP PEOPLE IN NEED MEASURABLY IMPROVE THEIR LIVES, CREATING LONG LASTING CHANGE FOR THE BETTERMENT OF RESIDENTS IN ALLEGHENY, ARMSTRONG, BUTLER, FAYETTE AND WESTMORELAND COUNTIES. 0 0 6245799 3448800 MEETING BASIC NEEDSBASIC NEEDS, SUCH AS FOOD AND SAFE AFFORDABLE HOUSING, ARE THE FOUNDATION OF WELL-BEING AND MAKE IT POSSIBLE FOR INDIVIDUALS AND FAMILIES REGARDLESS OF RACE, AGE OR ABILITY TO HAVE HAPPINESS AND SUCCESS. THE ABILITY TO GET TO SCHOOL AND WORK, PAY FOR UTILITIES AND RENT AND FUND NECESSARY HOME REPAIRS KEEPS FAMILIES ON TRACK AND OUT OF FINANCIAL CRISIS. A STRONG NETWORK OF COMMUNITY SUPPORT POSITIVELY IMPACTS PHYSICAL, MENTAL AND EMOTIONAL HEALTH AND HELPS PEOPLE LIVE MEANINGFUL LIVES. WHEN FAMILIES ARE STRONG AND ALL MEMBERS ARE SAFE, THEY CAN THEN FULFILL THEIR DREAMS OF EDUCATION, GOOD JOBS AND HEALTHY RELATIONSHIPS. UNITED WAY INVESTS IN PARTNERS COMMITTED TO: ADDRESSING FOOD INSECURITY AND PROVIDING ACCESS TO NUTRITIOUS FOOD; PROVIDING INDIVIDUALS AND FAMILIES ACCESS TO SAFE AND SECURE HOUSING THROUGH PROGRAMS THAT PROVIDE SHELTER, ADDRESS EVICTION PREVENTION, SUPPORT HOME REPAIRS AND OFFER UTILITY ASSISTANCE; PROVIDING ACCESS TO RELIABLE TRANSPORTATION; OFFERING SAFETY AND SUPPORT TO SURVIVORS OF INTIMATE PARTNER VIOLENCE; AND COMBATTING SOCIAL ISOLATION BY PROVIDING INTERVENTIONS THAT PROMOTE CONNECTION AND COMMUNITY. 3726615 2057759 BUILDING FOR SUCCESS IN SCHOOL AND LIFEALL YOUNG PEOPLE DESERVE THE CHANCE TO HAVE A POSITIVE START TOWARD ADULTHOOD, TO LEARN AND SUCCEED TO THE LEVEL OF THEIR EDUCATIONAL ABILITY AND REACH THEIR FULL POTENTIAL. CHILDREN ENTERING KINDERGARTEN NEED THE PREPARATION AND FOUNDATIONAL SKILL SETS TO SUCCEED IN SCHOOL AND LIFE. STUDENTS, REGARDLESS OF RACE OR ABILITY, THRIVE WHEN EDUCATIONAL PROGRAMS HELP THEM ACHIEVE COLLEGE AND CAREER READINESS AND TAKE A TRAUMA-INFORMED APPROACH THAT HELPS CHILDREN AND YOUTH OVERCOME CHALLENGES. ACCESS TO SAFE, AFFORDABLE AND EDUCATIONAL OUT-OF-SCHOOL TIME PROGRAMMING BUILDS ON SKILLS LEARNED AT SCHOOL AND INSTILLS A LIFELONG LOVE OF LEARNING. UNITED WAY INVESTS IN PARTNER AGENCIES COMMITTED TO PROVIDING AFFORDABLE, HIGH-QUALITY EARLY CHILDHOOD EDUCATIONAL OPPORTUNITIES, PREPARING CHILDREN FOR KINDERGARTEN AND SUPPORTING THE ENTIRE FAMILY SO THEY CAN GROW AND LEARN TOGETHER; WORKING COLLABORATIVELY WITH SCHOOL DISTRICTS AND COMMUNITY PARTNERS TO PROVIDE POSITIVE OUT-OF-SCHOOL TIME OPPORTUNITIES THAT KEEP YOUNG PEOPLE SAFE AND ENGAGED AND HELP THEM RETAIN WHAT THEY HAVE LEARNED; SUPPORTING SOCIAL AND EMOTIONAL LEARNING SO THAT STUDENTS IN ALL GRADE LEVELS CAN SUCCEED BOTH IN AND BEYOND SCHOOL; AND PROVIDING A WIDE VARIETY OF CAREER, TRADE SCHOOL AND COLLEGE-READINESS SUPPORT, INCLUDING PROGRAMMING, TOOLS AND RESOURCES TO STUDENTS WHO LIVE IN COMMUNITIES THAT HAVE HISTORICALLY EXPERIENCED UNDERINVESTMENT. 3282857 1812725 MOVING TO FINANCIAL STABILITYTO FULFILL THEIR POTENTIAL, IT IS ESSENTIAL THAT PEOPLE EARN A LIVING WAGE AND HAVE THE TOOLS THEY NEED TO BUILD WEALTH. SUCCESS SHOULD NOT BE DEPENDENT ON RACE, GENDER AND ABILITY, AND ALL PEOPLE DESERVE THE OPPORTUNITY TO ACHIEVE FINANCIAL FREEDOM. ACCESS TO AND AWARENESS OF SERVICES AND BENEFITS, INCLUDING FINANCIAL EDUCATION AND ASSET BUILDING OPPORTUNITIES, TRANSFORMS THE LIVES OF WORKING FAMILIES. MEANINGFUL WORK HELPS PEOPLE, REGARDLESS OF AGE, DISABILITY, GENDER AND PREVIOUS CONVICTIONS, HAVE PRIDE AND CONFIDENCE THAT THEY CAN SUPPORT THEMSELVES AND THEIR FAMILIES. AFFORDABLE CHILDCARE AND TRANSPORTATION HELP PEOPLE FIND AND SUSTAIN GOOD JOBS THAT ADVANCE THEIR GOALS AND HELP THEM BECOME VITAL CONTRIBUTORS TO THEIR COMMUNITY. UNITED WAY INVESTS IN PARTNER AGENCIES COMMITTED TO CONNECTING PEOPLE TO EMPLOYMENT THROUGH SKILL-BUILDING AND CAREER DEVELOPMENT PROGRAMS AND WORKING WITH EMPLOYERS TO ENSURE THAT ALL WORKERS ARE POSITIONED TO ACHIEVE JOB SUCCESS; PROVIDING ACCESS TO SAFE AND RELIABLE CHILD CARE AND TRANSPORTATION SO THAT FINDING AND MAINTAINING MEANINGFUL EMPLOYMENT IS POSSIBLE; OFFERING EQUITABLE OPPORTUNITIES ACROSS RACE, GENDER AND ABILITY SO THAT ALL PEOPLE CAN ACCESS PROGRAMS AND SERVICES THAT INCREASE THEIR INCOME AND FINANCIAL SECURITY; HELPING WORKING FAMILIES TO MOVE FROM SURVIVING TO THRIVING AND PROMOTING TWO-GENERATION APPROACHES THAT SIMULTANEOUSLY MEET THE NEEDS OF CHILDREN AND THEIR ADULTS TO FOSTER ACADEMIC SUCCESS AND PROVIDING OPPORTUNITIES FOR INDIVIDUALS AND FAMILIES TO INCREASE THEIR KNOWLEDGE, SKILLS AND ASSETS THROUGH FINANCIAL EDUCATION AND EMPOWERMENT. 13197374 9593072 3934916 COMMUNITY SERVICES: OTHER PROGRAM SUPPORT:UNITED WAY OF SOUTHWESTERN PENNSYLVANIA INVESTS IN COMMUNITY SUPPORT, 2-1-1 CONTACT CENTER AND VOLUNTEERISM. THESE INVESTMENTS INCLUDE SUPPORT FOR STRATEGIC COMMUNITY PARTNERSHIPS AND PROJECTS, DISASTER RELIEF EFFORTS, TECHNICAL ASSISTANCE TO NONPROFITS AND VOLUNTEER INITIATIVES FOCUSED ON ENGAGING THE COMMUNITY TO MAKE A POSITIVE DIFFERENCE.UNITED WAY OF SOUTHWESTERN PENNSYLVANIA MANAGES THE PA 211 CONTACT CENTER FOR 30+ COUNTIES IN PENNSYLVANIA. OUR RESOURCE NAVIGATORS ARE REAL PEOPLE AVAILABLE BY PHONE, TEXT AND CHAT 24 HOURS A DAY, SEVEN DAYS A WEEK, EVERY DAY OF THE YEAR. RESOURCE NAVIGATORS ASSESS THE NEEDS OF EACH PERSON AND OFFER CONNECTIONS TO MORE THAN 7,000 AGENCIES THAT UPDATE THEIR LISTINGS WITH US REGULARLY. OUR 211 CONTACT CENTER ALSO CONNECTS PEOPLE TO SERVICES SUCH AS FREE TAX PREP APPOINTMENT SCHEDULING AND REFERRALS FOR LOW-COST INTERNET AND DIGITAL DEVICES. 13197374 9593072 3934916 26452645 1 1 0 1 0 1 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 28 0 118 1 0 0 0 0 0 1 1 0 0 0 0 X 68 68 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X LEONARD HAWKINS 4122616010 1250 PENN AVENUE PO BOX 735 PITTSBURGH PA 152300735 STACY M JUCHNO BOARD CHAIR 1.00 X X 0 0 0 CURTIS AIKEN BOARD MEMBER 1.00 X 0 0 0 KENNETH J ALTEMUS BOARD MEMBER 1.00 X 0 0 0 ALICIA ANDREWS MPA MSW BOARD MEMBER 1.00 X 0 0 0 STEPHANIE APOSTOLOU BOARD MEMBER 1.00 X 0 0 0 KENNY BONUS CPA BOARD MEMBER 1.00 X 0 0 0 BROOKS BROADHURST BOARD MEMBER 1.00 X 0 0 0 KERI BROWN BOARD MEMBER 1.00 X 0 0 0 CHRISTINE BRYANT BOARD MEMBER 1.00 X 0 0 0 RAYMOND W BUEHLER JR BOARD MEMBER 1.00 X 0 0 0 JAYME L BUTCHER BOARD MEMBER 1.00 X 0 0 0 FRANCINE B CAMERON CPA MBA BOARD MEMBER (UNTIL 12/11/24) 1.00 X 0 0 0 FRANKLIN CARDENAS BOARD MEMBER (UNTIL 4/1/25) 1.00 X 0 0 0 FERNANDO CECCARELLI BOARD MEMBER 1.00 X 0 0 0 JEFFERY P CRAFT BOARD MEMBER 1.00 X 0 0 0 ZAIRA CRUZ MELENDEZ BOARD MEMBER 1.00 X 0 0 0 MARIS DAUER BOARD MEMBER (UNTIL 6/10/25) 1.00 X 0 0 0 ROBERT A DEMICHIEI BOARD MEMBER 1.00 X 0 0 0 MICHAEL R DENOVE BOARD MEMBER 1.00 X 0 0 0 GRANT FLEMING CFP BOARD MEMBER 1.00 X 0 0 0 KIM TILLOTSON FLEMING BOARD MEMBER (UNTIL 12/11/24) 1.00 X 0 0 0 ANNE FOULKES BOARD MEMBER 1.00 X 0 0 0 JOSIAH GILLIAM BOARD MEMBER 1.00 X 0 0 0 MEGAN GILSON BOARD MEMBER 1.00 X 0 0 0 GRETCHEN R HAGGERTY BOARD MEMBER 1.00 X 0 0 0 WILLIAM HALDEMAN BOARD MEMBER 1.00 X 0 0 0 HAYLEY A HALDEMAN BOARD MEMBER 1.00 X 0 0 0 RICHARD J HARSHMAN BOARD MEMBER 1.00 X 0 0 0 DAVID B HEATON BOARD MEMBER 1.00 X 0 0 0 DIANE P HOLDER BOARD MEMBER 1.00 X 0 0 0 AARON HORSFIELD BOARD MEMBER (UNTIL 6/10/25) 1.00 X 0 0 0 KATHY W HUMPHREY PHD BOARD MEMBER (UNTIL 6/10/25) 1.00 X 0 0 0 ERIN ISLER BOARD MEMBER 1.00 X 0 0 0 JUSTIN KAUFMAN BOARD MEMBER 1.00 X 0 0 0 REBEKAH BYERS KCEHOWSKI BOARD MEMBER 1.00 X 0 0 0 KATHARINE EAGAN KELLEMAN BOARD MEMBER 1.00 X 0 0 0 DARRIN KELLY BOARD MEMBER 1.00 X 0 0 0 ELIZABETH E KRISHER CPA CGFM BOARD MEMBER 1.00 X 0 0 0 KAREN L LARRIMER BOARD MEMBER 1.00 X 0 0 0 DAN LAVALLEE BOARD MEMBER 1.00 X 0 0 0 DAVID LYNN BOARD MEMBER 1.00 X 0 0 0 JEFF MALLORY EDD BOARD MEMBER 1.00 X 0 0 0 DAVID J MALONE BOARD MEMBER 1.00 X 0 0 0 LEE MCCHESNEY BOARD MEMBER (UNTIL 3/19/25) 1.00 X 0 0 0 CHRISTOPHER MCCOMISH BOARD MEMBER 1.00 X 0 0 0 CRYSTAL MCCORMICK-WARE BOARD MEMBER 1.00 X 0 0 0 JAMES J MCQUADE BOARD MEMBER 1.00 X 0 0 0 LAURA NK MILLER ESQ BOARD MEMBER 1.00 X 0 0 0 TAMRA E MINNIER RN MSN FACHE BOARD MEMBER 1.00 X 0 0 0 MYAH MOORE IRICK CHFC BOARD MEMBER 1.00 X 0 0 0 CHRISTINA MORASCYZK BOARD MEMBER 1.00 X 0 0 0 EMILY NALLY BOARD MEMBER 1.00 X 0 0 0 JAMES D NEWELL BOARD MEMBER 1.00 X 0 0 0 RICHARD NOVAK BOARD MEMBER 1.00 X 0 0 0 DANIEL A ONORATO BOARD MEMBER 1.00 X 0 0 0 JAKE PLOEGER BOARD MEMBER 1.00 X 0 0 0 DEBORAH L RICE-JOHNSON BOARD MEMBER 1.00 X 0 0 0 BARRY ROBINSON BOARD MEMBER 1.00 X 0 0 0 ARTHUR J ROONEY II BOARD MEMBER 1.00 X 0 0 0 CATHERINE RYAN BOARD MEMBER 1.00 X 0 0 0 JAMES R SEGERDAHL BOARD MEMBER 1.00 X 0 0 0 ALICE SOX BOARD MEMBER 1.00 X 0 0 0 STEVEN D THOMPSON CPA BOARD MEMBER 1.00 X 0 0 0 MARK TWERDOK BOARD MEMBER 1.00 X 0 0 0 TOM VANKIRK BOARD MEMBER 1.00 X 0 0 0 DONALD VIGLIOTTI BOARD MEMBER 1.00 X 0 0 0 MARC WILLIAMS BOARD MEMBER 1.00 X 0 0 0 MOST REVEREND DAVID A ZUBIK BOARD MEMBER 1.00 X 0 0 0 BOBBI WATT GEER PHD PRESIDENT & CEO 40.00 X 332748 0 97053 LINDA JONES SVP & SECRETARY 40.00 X 177375 0 62171 LEONARD HAWKINS CFO & TREASURER 40.00 X 171224 0 47256 JOE WELSH ASSISTANT SECRETARY & SENIOR DIRECTOR OF OPERATION 40.00 X 95807 0 37458 NEIL DIBIASE CHIEF STRATEGY OFFICER 40.00 X 146204 0 25166 CATHERINE JULIAN CHIEF MARKETING OFFICER 40.00 X 132727 0 36601 SALLY ELLWEIN CHIEF PROGRAM AND POLICY OFFICER 40.00 X 117593 0 32032 AMY FRANZ REGIONAL VICE PRESIDENT 40.00 X 120283 0 27154 1293961 0 364891 7 0 1 0 PEOPLE SHARE 100 SPRINGHOUSE DRIVE SUITE 200 COLLEGEVILLE PA 19426 TEMPORARY STAFFING 776293 WOMEN EMPOWERED FOR ENTREPRENEURIAL EXCE 1413 MARLBORO AVE PITTSBURGH PA 15221 PROGRAM SERVICES 649195 THE BUNCHER COMPANY 1251 WATERFRONT PLACE SUITE 201 PITTSBURGH PA 15222 OCCUPANCY 401522 JUST HARVEST 317 E CARSON STREET SUITE 153 PITTSBURGH PA 15219 PROGRAM SERVICES 308361 BETHANY COMMUNITY MINISTRIES 7745 TIOGA STREET PITTSBURGH PA 15208 PROGRAM SERVICES 194453 15 173720 2244990 29493288 1111459 31911998 2-1-1 COMMUNITY IMPACT SERVICES 900099 2849155 2849155 DESIGNATION COST RECOVERY 900099 1085761 1085761 3934916 1958341 1958341 17552079 16826882 725197 725197 725197 58295 173720 51245 7050 7050 OTHER INCOME 900099 3261 3261 3261 38540763 3934916 0 2693849 16912356 16912356 1021091 491611 198670 330810 5773832 2795852 1089762 1888218 543844 257035 115908 170901 1017518 480905 216861 319752 496896 243035 90001 163860 22699 6726 7481 8492 107468 31844 35417 40207 55781 55781 837547 224108 311293 302146 24642 13133 6028 5481 395530 238734 73610 83186 457890 220432 110263 127195 41173 27790 2044 11339 656811 479876 11739 165196 365004 185504 107797 71703 40414 22272 8657 9485 124853 51118 17820 55915 COMMUNITY INITIATIVES 3379250 3379250 TRAINING 57174 43985 2000 11189 SUBSCRIPTIONS & MEMBERS 44530 33888 4994 5648 POSTAGE 26299 15658 4379 6262 260874 241752 8978 10144 32663476 26452645 2423702 3787129 2524 4513 20123478 18449321 10974560 13226605 973350 1590448 78495 127774 793418 605463 120198 187955 42891760 50243893 8432932 8547121 83597297 92377630 1951460 1949362 15652679 14671864 17604139 16621226 X 45879917 51794054 20113241 23962350 65993158 75756404 83597297 92377630 X 5877287 3722069 163890 X 0 1 X 1 0 X 47689680 35725067 30361643 29097177 31911998 174785565 47689680 35725067 30361643 29097177 31911998 174785565 3339643 171445922 762586 905203 1304673 1856517 1958341 6787320 13763 15618 29381 3982 6133 4744 2783 3260 20902 181623168 29819651 0.94400 0.96380 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 3,982. 2021 AMOUNT: $ 6,133. 2022 AMOUNT: $ 4,744. 2023 AMOUNT: $ 2,783. 2024 AMOUNT: $ 3,260. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55781 55781 33607695 33663476 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 26904 35374 56460 55781 174519 250000 250000 250000 250000 1000000 1500000 17 257866 352962 263058 1 1 11195283 608406 1223619 473724 88125 12465459 9926920 707261 1018898 375405 82391 11195283 8876331 794393 685313 362407 66710 9926920 9375481 585650 -827542 183068 74190 8876331 7055254 443397 2125430 181467 67133 9375481 0.17480 0.66460 0.16060 1 0 190309 118042 72267 272076 228224 43852 331033 259197 71836 187955 FUNDS HELD IN TRUST BY OTHERS 6609943 OPERATING LEASE RIGHT-OF-USE ASSETS 1937178 8547121 DISTRIBUTIONS PAYABLE TO AGENCY 6651972 CONTRIBUTOR CHOICE SUPPORT 3866969 OUT OF AREA ACCOUNT 2209127 OPERATING LEASE LIABILITY 1943796 14671864 X 33580994 3722069 453738 115207 4291014 29289980 9250783 9250783 38540763 23917676 453738 51245 504983 23412693 9250783 9250783 32663476 PART X, LINE 2: THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA, UNDER CODE SECTION 501(C)(3), IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE INTERNAL REVENUE CODE OF 1986 (THE CODE) AND HAS BEEN CLASSIFIED AS A NONPRIVATE FOUNDATION UNDER SECTION 509(A)(1) OF THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA'S MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA AND RECOGNIZE A TAX LIABILITY IF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA AND HAS CONCLUDED THAT, AS OF JUNE 30, 2025, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN. THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 51,245. CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE TRUST 63,962. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 9,250,783. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 51,245. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 9,250,783. SCHEDULE D, PART V, LINE 4: INCOME FROM THE MAURICE AND LAURA FALK FOUNDATION FUND IS RESTRICTED FOR USE IN FINANCING CAPITAL REQUIREMENTS OF AGENCIES AND THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA. THIS INCOME AND ACCUMULATED APPRECIATION IS CLASSIFIED AS AVAILABLE FOR CAPITAL EXPENDITURES. INCOME FROM THE OTHER FUNDS IS AVAILABLE TO SUPPORT ALL ACTIVITIES OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA AND IS REPORTED AS UNRESTRICTED INCOME. INCOME FROM THE DIETRICH FUND IS RESTRICTED FOR USE FOR THE PREPARING CHILDREN AND YOUTH TO SUCCEED IN SCHOOL AND LIFE PROGRAM. GOLF OUTING 232015 173720 58295 18565 23437 9243 232015 173720 58295 18565 23437 9243 51245 7050 1 JEWISH FAMILY AND COMMUNITY SERVICES OF PGH 5743 BARTLETT STREET PITTSBURGH PA 15217 250965407 501(C)(3) 496000 0 UNITED WAY GRANT JEWISH COMMUNITY CENTER OF GREATER PGH 5738 FORBES AVENUE PITTSBURGH PA 15217 251094514 501(C)(3) 365000 0 UNITED WAY GRANT MACEDONIA FAMILY & COMMUNITY ENRICHMENT CENTER 5001 BAUM BOULEVARD SUITE 400 PITTSBURGH PA 15213 251778222 501(C)(3) 295000 0 UNITED WAY GRANT JEWISH FEDERATION OF GREATER PITTSBURGHCOMMUNITY CAMPAIGN 2000 TECHNOLOGY DRIVE PITTSBURGH PA 15219 251017602 501(C)(3) 284056 0 DONOR DESIGNATION CATHOLIC CHARITIES DIO OF PGHBEAVER COUNTY 212 NINTH STREET PITTSBURGH PA 15222 251326213 501(C)(3) 231732 0 DONOR DESIGNATION HUMAN SERVICES CENTER CORP 519 PENN AVENUE PITTSBURGH PA 15145 251427632 501(C)(3) 230000 0 UNITED WAY GRANT YWCA OF GREATER PGH 2313 EAST CARSON ST FLOOR 2 PITTSBURGH PA 15203 250965639 501(C)(3) 227000 0 UNITED WAY GRANT 211 FIRST CALL FOR HELP- CLEVELAND OH 1331 EUCLID AVENUE CLEVELAND OH 44115 346516654 501(C)(3) 217807 0 DONOR DESIGNATION CHILDREN'S CENTER OF PGH FORBES TOWER SUITE 8084 PITTSBURGH PA 15213 251865744 501(C)(3) 216527 0 DONOR DESIGNATION WOMEN'S CENTER & SHELTER OF GREATER PGH PO BOX 9024 PITTSBURGH PA 15224 251264376 501(C)(3) 200000 0 UNITED WAY GRANT GREATER PITTSBURGH COMMUNITY FOOD BANK ONE NORTH LINDEN STREET DUQUESNE PA 15110 251420599 501(C)(3) 197934 0 DONOR DESIGNATION HIGHMARK CARING PLACE 620 STANWIX STREET PITTSBURGH PA 15222 251494238 501(C)(3) 186599 0 DONOR DESIGNATION VINTAGE INC 421 NORTH HIGHLAND AVE PITTSBURGH PA 15206 237394576 501(C)(3) 160000 0 UNITED WAY GRANT BLACKBURN CENTER AGAINST DOMESTIC & SEXUAL VIOLENCE PO BOX 398 GREENSBURG PA 15601 251339836 501(C)(3) 155000 0 UNITED WAY GRANT CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION RESEARCH ADMINISTRATION4401 PENN AVENUESECOND FLOOR SUITE 5300 AOB PITTSBURGH PA 15224 251865744 501(C)(3) 150000 0 UNITED WAY GRANT UNITED WAY OF ERIE COUNTY PA 650 EAST AVENUE SUITE 200 ERIE PA 16503 251053091 501(C)(3) 147961 0 DONOR DESIGNATION WESTMORELAND COUNTY FOOD BANK INC 100 DEVONSHIRE DRIVE DELMONT PA 15626 251422682 501(C)(3) 140000 0 UNITED WAY GRANT JUST HARVEST EDUCATION FUND 317 E CARSON ST SUITE 153 PITTSBURGH PA 15219 251555571 501(C)(3) 125000 0 UNITED WAY GRANT ALZHEIMER DISEASE RESEARCHMONTEFIORE 1817 CATHEDRAL OF LEARNING PITTSBURGH PA 15260 250965591 501(C)(3) 123688 0 DONOR DESIGNATION UNITED WAY CAPITAL REGION 2235 MILLLENNIUM WAY ENOLA PA 17025 231352095 501(C)(3) 123043 0 DONOR DESIGNATION MON VALLEY INITIATIVE 303 - 305 EAST 8TH AVENUE HOMESTEAD PA 15120 251591350 501(C)(3) 120000 0 UNITED WAY GRANT STANDING FIRM PO BOX 9024 PITTSBURGH PA 15224 251264376 501(C)(3) 118855 0 DONOR DESIGNATION UNITED WAY OF NORTHEASTERN MINNESOTA 608 EAST DRIVE CHISHOLM MN 55719 410908454 501(C)(3) 118298 0 DONOR DESIGNATION ACTION-HOUSING INC 611 WILLIAM PENN PLACESUITE 800 PITTSBURGH PA 152196927 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X X X X X 0 0 0 0 0 0 0 0 0 BOBBI WATT GEER PHD PRESIDENT & CEO 317748 0 15000 0 0 0 77309 0 19744 0 429801 0 0 0 LINDA JONES SVP & SECRETARY 171125 0 6250 0 0 0 36278 0 25893 0 239546 0 0 0 LEONARD HAWKINS CFO & TREASURER 166224 0 5000 0 0 0 34104 0 13152 0 218480 0 0 0 NEIL DIBIASE CHIEF STRATEGY OFFICER 141204 0 5000 0 0 0 12244 0 12922 0 171370 0 0 0 CATHERINE JULIAN CHIEF MARKETING OFFICER 132727 0 0 0 0 0 11612 0 24989 0 169328 0 0 0 X 55 1111459 FMV 0 1 1 PART I, LINE 32B: SCHEDULE M, PART I, LINE 9, COLUMN (B): THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA REPORTS THE NUMBER OF CONTRIBUTIONS. SCH M, PART I, LINE 32(B): UWSWPA HAS A BROKER WHO PROCESSES AND SELLS STOCK GIFTS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS EMAILED TO ALL BOARD MEMBERS FOR REVIEW. ADDITIONALLY, THE TAX RETURN PREPARERS PRESENTED THE DRAFT RETURN TO THE AUDIT COMMITTEE PRIOR TO FILING. 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