United Way Of Greater Philadelphia And Southern New Jersey
- Assets
- $111.4m
- Revenue
- $23.2m
- Investments
- $68.7m
- Employees
- 76
- Location
- Philadelphia, PA
- Founding
- 07/1991
- Data as of
- 06/2022
- EIN
- 23-1556045
Organization Overview
United Way Of Greater Philadelphia And Southern New Jersey is located in Philadelphia, PA. The organization was established in 1991. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2022, United Way Of Greater Philadelphia And Southern New Jersey employed 76 individuals. This organization is a parent organization of an affiliated group for tax-exemption purposes. United Way Of Greater Philadelphia And Southern New Jersey is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, United Way Of Greater Philadelphia And Southern New Jersey generated $23.2m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (14.2%) each year. All expenses for the organization totaled $30.5m during the year ending 06/2022. As we would expect to see with falling revenues, expenses have declined by (10.5%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, United Way Of Greater Philadelphia And Southern New Jersey has awarded 4,785 individual grants totaling $193,926,313. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
END INTERGENERATIONAL POVERTY IN OUR REGION BY HARNESSING, LEVERAGING AND STRATEGICALLY INVESTING THE COLLECTIVE POWER OF DONORS, ADVOCATES AND VOLUNTEERS.
Describe the Organization's Program Activity:
FINANCIAL EMPOWERMENT - THE IMPACT FUND EMPOWERS INDIVIDUALS AND FAMILIES TO SAVE MORE BY BUILDING FOUNDATIONS FOR LIFELONG FINANCIAL STABILITY INCLUDING FINANCIAL LITERACY AND ASSET DEVELOPMENT.
EARLY LEARNING - THE IMPACT FUND HELPS PAVE THE WAY FOR IMPROVING THE QUALITY OF EDUCATION FROM AT THE EARLIEST AGE.
CAPACITY BUILDING - THE IMPACT FUND EMPOWERS NONPROFIT PARTNERS BY ENSURING THEY HAVE THE RESOURCES AND TOOLS TO SUCCEED.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
William A Golderer President & CEO | Officer | 37.5 | $393,723 |
Tabitha Jenkins Chief Of Staff | Officer | 37.5 | $205,340 |
Katy Mahraj Managing Dir, Operations | 37.5 | $141,960 | |
Sonjeya R Fitzgerald Managing Dir., Business Ops. | 37.5 | $139,468 | |
Michael Bank Managing Dir., Employment Opp. | 37.5 | $138,515 | |
Kate Houstoun Chief Impact Officer | 37.5 | $135,973 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Brownstone Public Relations Mrkg & Communication | 6/29/22 | $309,920 |
Vector Group Consulting Na Llc Consulting & Develop | 6/29/22 | $296,955 |
Deloitte Consulting Llp Mgmt. Consulting | 6/29/22 | $234,750 |
Grovider Consulting/research | 6/29/22 | $182,500 |
Your Part-time Controller Llc Accounting & Finance | 6/29/22 | $174,448 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $141,819 |
| Membership dues | $0 |
| Fundraising events | $118,436 |
| Related organizations | $0 |
| Government grants | $1,090,272 |
| All other contributions, gifts, grants, and similar amounts not included above | $19,075,919 |
| Noncash contributions included in lines 1a–1f | $367,660 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $20,426,446 |
| Total Program Service Revenue | $900 |
| Investment income | $256,963 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $2,835 |
| Net Gain/Loss on Asset Sales | $2,088,678 |
| Net Income from Fundraising Events | -$264,090 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $23,240,167 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $18,460,964 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $674,886 |
| Compensation of current officers, directors, key employees. | $183,637 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $4,454,418 |
| Pension plan accruals and contributions | $182,689 |
| Other employee benefits | $557,516 |
| Payroll taxes | $371,603 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $304,361 |
| Fees for services: Lobbying | $62,339 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $99,550 |
| Fees for services: Other | $2,350,459 |
| Advertising and promotion | $11,023 |
| Office expenses | $56,679 |
| Information technology | $302,694 |
| Royalties | $60,084 |
| Occupancy | $397,620 |
| Travel | $55,740 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $3,506 |
| Conferences, conventions, and meetings | $259,970 |
| Interest | $126,172 |
| Payments to affiliates | $444,285 |
| Depreciation, depletion, and amortization | $192,660 |
| Insurance | $99,945 |
| All other expenses | $70,966 |
| Total functional expenses | $30,549,248 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $23,692,753 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $6,031,735 |
| Accounts receivable, net | $94,409 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $317,418 |
| Net Land, buildings, and equipment | $403,979 |
| Investments—publicly traded securities | $9,428,024 |
| Investments—other securities | $68,695,424 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $2,734,412 |
| Total assets | $111,398,154 |
| Accounts payable and accrued expenses | $1,555,946 |
| Grants payable | $8,323,567 |
| Deferred revenue | $536,337 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $2,803,709 |
| Total liabilities | $13,219,559 |
| Net assets without donor restrictions | $68,822,941 |
| Net assets with donor restrictions | $29,355,654 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $111,398,154 |
Grants Awarded
Over the last fiscal year, United Way Of Greater Philadelphia And Southern New Jersey has awarded $17,480,650 in support to 359 organizations.
| Grant Recipient | Amount |
|---|---|
Pittsburgh, PA PURPOSE: Grant | $2,213,844 |
North Wales, PA | | $947,000 |
Philadelphia, PA | | $666,000 |
Philadelphia, PA | | $637,500 |
Philadelphia, PA | | $620,375 |
Philadelphia, PA | | $434,500 |
Grants Recieved
Over the last fiscal year, we have identified 50 grants that United Way Of Greater Philadelphia And Southern New Jersey has recieved totaling $3,742,616.
| Awarding Organization | Amount |
|---|---|
Jp Morgan Chase Foundation New York, NY PURPOSE: IN SUPPORT OF UNDERSERVED SMALL BUSINESS EXPANSION | $375,000 |
Jp Morgan Chase Foundation New York, NY PURPOSE: IN SUPPORT OF UNDERSERVED SMALL BUSINESS EXPANSION | $375,000 |
The Blackbaud Giving Fund Charleston, SC PURPOSE: GENERAL SUPPORT | $344,949 |
The Blackbaud Giving Fund Charleston, SC PURPOSE: GENERAL SUPPORT | $344,949 |
Charities Aid Foundation America Alexandria, VA PURPOSE: CHARITABLE DONATION | $279,573 |
Community Foundation Of New Jersey Morristown, NJ PURPOSE: GENERAL SUPPORT | $250,000 |
Endowment Analysis
| Beg. Balance | $82,387,327 |
| Earnings | -$7,412,520 |
| Admin Expense | $191,745 |
| Net Contributions | $13,627 |
| Grants | $3,341,263 |
| Ending Balance | $71,455,426 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The United Way Of Central Maryland Inc Baltimore, MD | $67,768,699 | $88,763,556 |
Jewish Federation Of Cleveland Cleveland, OH | $589,585,655 | $113,020,772 |
American Gift Fund Wilmington, DE | $439,949,657 | $191,491,973 |
United Way Of New York City New York, NY | $40,512,646 | $61,047,819 |
Childrens Rescue Fund Bronx, NY | $24,029,170 | $53,044,030 |
Associated Jewish Community Federation Of Baltimore Inc Baltimore, MD | $42,735,304 | $45,612,361 |
Jewish Federation Of Greater Philadelphia Philadelphia, PA | $424,827,168 | $56,076,653 |
Masonic Charity Foundation Of New Jersey Burlington, NJ | $172,221,934 | $43,314,018 |
Associated Jewish Charities Of Baltimore Baltimore, MD | $398,678,795 | $51,667,875 |
United Way Of Greater Rochester And The Finger Lakes Inc Rochester, NY | $189,540,443 | $45,112,374 |
The United Way Of Southwestern Pennsylvania Pittsburgh, PA | $71,821,513 | $41,142,392 |
The Jewish Federation Of Greater Washington Inc North Bethesda, MD | $260,201,202 | $41,780,933 |