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Nonprofiteer
← UNITED WAY WORLDWIDE

Form 990 for tax year 2022

Filed by UNITED WAY WORLDWIDE.

Totals

Total revenue
$98,499,995
Total expenses
$84,068,757
Contributions and grants received
$54,355,890
Grants paid
$26,877,609
Program service revenue
$42,960,089
Investment income
$532,061
Other revenue
$651,955
Total assets, end of year
$85,821,906
Total liabilities, end of year
$23,749,663
Net assets or fund balances, end of year
$62,072,243
Program services expenses (Part IX)
$73,162,135
Management and general expenses
$8,359,578
Fundraising expenses
$2,547,044
Program service expenses (Part III)
$73,162,135

Program services were 87.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $1,298,291

  • 1f · All other contributions, gifts and grants

    $53,057,599

  • 1g · Noncash contributions included above

    $595,376

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $38,443,282 · related or exempt $38,443,282

  • 2b · Program service revenue: SERVICE INCOME

    total $3,386,030 · related or exempt $3,386,030

  • 2c · Program service revenue: COURSE TUITION AND CONFERENCES

    total $873,175 · related or exempt $873,175

  • 2d · Program service revenue: PROMOTIONAL MATERIAL SALES

    total $182,088 · related or exempt $182,088

  • 2e · Program service revenue: OTHER

    total $75,514 · related or exempt $75,514

  • 3 · Investment income

    total $451,670 · excluded $451,670

  • 5 · Royalties

    total $366,205 · excluded $366,205

  • 6a · Gross rents

    real property $285,750

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $285,750

  • 6d · Net rental income or loss

    total $285,750 · excluded $285,750

  • 7a · Gross sales of assets other than inventory

    securities $6,685,911

  • 7b · Less cost or other basis and sales expenses

    securities $6,605,520

  • 7c · Gain or loss

    securities $80,391

  • 7d · Net gain or loss

    total $80,391 · excluded $80,391

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $8,834,117 · program services $8,834,117

  • 3 · Grants to foreign organizations and individuals

    total $18,043,492 · program services $18,043,492

  • 5 · Compensation of officers, directors and key employees

    total $4,504,416 · program services $3,997,865 · management and general $269,363 · fundraising $237,188

  • 6 · Compensation of disqualified persons

    total $363,506 · management and general $363,506

  • 7 · Other salaries and wages

    total $17,122,165 · program services $14,180,404 · management and general $2,139,802 · fundraising $801,959

  • 8 · Pension plan contributions

    total $1,026,494 · program services $833,924 · management and general $139,130 · fundraising $53,440

  • 9 · Other employee benefits

    total $1,264,810 · program services $1,090,512 · management and general $104,414 · fundraising $69,884

  • 10 · Payroll taxes

    total $1,588,768 · program services $1,282,958 · management and general $223,594 · fundraising $82,216

  • 11b · Fees: legal

    total $291,683 · program services $224,483 · management and general $53,089 · fundraising $14,111

  • 11c · Fees: accounting

    total $284,125 · management and general $284,125

  • 11f · Fees: investment management

    total $52,961 · program services $38,132 · management and general $7,214 · fundraising $7,615

  • 11g · Fees: other

    total $22,900,752 · program services $19,638,466 · management and general $2,024,565 · fundraising $1,237,721

  • 12 · Advertising and promotion

    total $9,632 · program services $7,285 · management and general $2,347

  • 13 · Office expenses

    total $1,899,916 · program services $1,817,479 · management and general $206,503 · fundraising -$124,066

  • 14 · Information technology

    total $996,175 · program services $732,862 · management and general $233,003 · fundraising $30,310

  • 16 · Occupancy

    total $799,445 · program services $644,603 · management and general $115,624 · fundraising $39,218

  • 17 · Travel

    total $714,519 · program services $616,455 · management and general $64,575 · fundraising $33,489

  • 19 · Conferences, conventions and meetings

    total $208,712 · program services $176,492 · management and general $29,191 · fundraising $3,029

  • 20 · Interest

    total $144,802 · management and general $144,802

  • 22 · Depreciation, depletion and amortization

    total $1,247,385 · program services $997,908 · management and general $188,793 · fundraising $60,684

  • 23 · Insurance

    total $807,739 · program services $4,698 · management and general $802,795 · fundraising $246

  • 24a · Other expenses: BAD DEBT EXPENSES

    total $963,143 · management and general $963,143

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $16,895,079 · end of year $5,791,383

  • 2 · Savings and temporary cash investments

    beginning of year $425,620 · end of year $1,560,630

  • 3 · Pledges and grants receivable

    beginning of year $12,903,127 · end of year $5,950,689

  • 4 · Accounts receivable

    beginning of year $5,726,656 · end of year $3,369,870

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,360,967 · end of year $3,375,374

  • 10a · Land, buildings and equipment: cost or other basis

    $53,263,640

  • 10b · Land, buildings and equipment: accumulated depreciation

    $31,337,255

  • 10c · Land, buildings and equipment, net

    beginning of year $23,105,225 · end of year $21,926,385

  • 11 · Investments: publicly traded securities

    beginning of year $7,310,143 · end of year $28,671,096

  • 12 · Investments: other securities

    beginning of year $5,387,758 · end of year $5,387,758

  • 14 · Intangible assets

    beginning of year $275,000 · end of year $0

  • 15 · Other assets

    beginning of year $9,421,016 · end of year $9,788,721

  • 17 · Accounts payable and accrued expenses

    beginning of year $13,272,944 · end of year $2,216,555

  • 19 · Deferred revenue

    beginning of year $7,353,531 · end of year $6,784,168

  • 21 · Escrow or custodial account liability

    beginning of year $7,451,542 · end of year $8,096,172

  • 23 · Secured mortgages and notes payable

    beginning of year $351,749 · end of year $0

  • 25 · Other liabilities

    beginning of year $8,352,304 · end of year $6,652,768

  • 27 · Net assets without donor restrictions

    beginning of year $11,525,277 · end of year $38,924,419

  • 28 · Net assets with donor restrictions

    beginning of year $35,503,244 · end of year $23,147,824

Listed in Part VII

  • DR JULIETTE TUAKLI

    CHAIR (TO 6/22); AT-LARGE (TO 12/22)

    Total calculated
    $0
    Hours/week
    2

  • MARC BITZER

    CHAIR OF THE BOARD (BEG 6/22)

    Total calculated
    $0
    Hours/week
    2

  • MARIAME MCINTOSH ROBINSON

    VICE CHAIR OF THE BOARD

    Total calculated
    $0
    Hours/week
    2

  • MIKE HAYDE

    TREAS. & CHAIR OF FIN. COMMITTEE

    Total calculated
    $0
    Hours/week
    2

  • MARK HOWARD

    SECRETARY (BEG 7/22)

    Total calculated
    $0
    Hours/week
    2

  • LUIS JAVIER CASTRO

    CHAIR OF AUDIT COMMITTEE (TO 7/22)

    Total calculated
    $0
    Hours/week
    2

  • ANTHONY EARLEY

    CHAIR OF EXECUTIVE COMP. COMMITTEE

    Total calculated
    $0
    Hours/week
    2

  • DAVID PRESCHLACK

    CHAIR OF GOVERNANCE COMMITTEE

    Total calculated
    $0
    Hours/week
    2

  • SHARAN BURROW

    AT-LARGE BOARD MEMBER (TO 1/22)

    Total calculated
    $0
    Hours/week
    1

  • MICHELE PARMELEE

    AT-LARGE BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • HU SHULI

    AT-LARGE BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TONI TOWNES-WHITLEY

    AT-LARGE BOARD MEMBER (TO 12/22)

    Total calculated
    $0
    Hours/week
    1

  • MARY MACK

    AT-LARGE BOARD MEMBER (TO 1/22)

    Total calculated
    $0
    Hours/week
    1

  • BRIAN HULSEMAN-ABRAMS

    AT-LARGE BOARD MEMBER (BEG 7/22)

    Total calculated
    $0
    Hours/week
    1

  • LIZ SHULER

    AT-LARGE BOARD MEMBER (BEG 7/22)

    Total calculated
    $0
    Hours/week
    1

  • JAKE SIVOLA-FINCH

    AT-LARGE BOARD MEMBER (BEG 7/22)

    Total calculated
    $0
    Hours/week
    1

  • DEANNA STRABLE

    AT-LARGE BOARD MEMBER (BEG 7/22)

    Total calculated
    $0
    Hours/week
    1

  • FRANCESCO VANNI D'ARCHIRAFI

    AT-LARGE BOARD MEMBER (BEG 7/22)

    Total calculated
    $0
    Hours/week
    1

  • YURI FULMER

    AT-LARGE BOARD MEMBER (BEG 7/22)

    Total calculated
    $0
    Hours/week
    1

  • SWATI MYLAVARAPU

    AT-LARGE BOARD MEMBER (BEG 7/22)

    Total calculated
    $0
    Hours/week
    1

  • SUNEETH KATARKI

    AT-LARGE BOARD MEMBER (BEG 7/22)

    Total calculated
    $0
    Hours/week
    1

  • JULIANA AZEVEDO

    AT-LARGE BOARD MEMBER (BEG 7/22)

    Total calculated
    $0
    Hours/week
    1

  • ELAINE CHAO

    AT-LARGE BOARD MEMBER (BEG 7/22)

    Total calculated
    $0
    Hours/week
    1

  • ORVIN KIMBROUGH

    AT-LARGE BOARD MEMBER (BEG 7/22)

    Total calculated
    $0
    Hours/week
    1

  • DAVID SHAFFER

    AT-LARGE BOARD MEMBER (BEG 7/22)

    Total calculated
    $0
    Hours/week
    1

  • ANGELA WILLIAMS

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $750,513
    From this org
    $606,734
    From related orgs
    $0
    Other
    $143,779
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $586,062
    Bonus
    $0
    Other
    $20,672
    Deferred
    $108,156
    Nontaxable benefits
    $35,623
    Filer's total
    $750,513

  • ODESSA JACKSON

    GENERAL COUNSEL & CRO (BEG 3/22)

    Total calculated
    $300,709
    From this org
    $284,962
    From related orgs
    $0
    Other
    $15,747
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $275,484
    Bonus
    $0
    Other
    $9,478
    Deferred
    $0
    Nontaxable benefits
    $15,747
    Filer's total
    $300,709

  • LEONEL PARRA

    EVP, CHIEF FINANCIAL OFF (2/22-6/22)

    Total calculated
    $296,008
    From this org
    $290,283
    From related orgs
    $0
    Other
    $5,725
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $115,155
    Bonus
    $0
    Other
    $175,128
    Deferred
    $0
    Nontaxable benefits
    $5,725
    Filer's total
    $296,008

  • BRUCE FRIEDMAN

    SVP, FIN. & CONTROLLER (BEG 3/22)

    Total calculated
    $235,581
    From this org
    $199,270
    From related orgs
    $0
    Other
    $36,311
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,741
    Bonus
    $0
    Other
    $7,529
    Deferred
    $0
    Nontaxable benefits
    $36,311
    Filer's total
    $235,581

  • MARK SUTTON

    CHIEF FINANCIAL OFFICER (TO 2/22)

    Total calculated
    $183,333
    From this org
    $174,834
    From related orgs
    $0
    Other
    $8,499
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $26,536
    Bonus
    $0
    Other
    $148,298
    Deferred
    $4,509
    Nontaxable benefits
    $3,990
    Filer's total
    $183,333

  • SONAL SHAH

    EVP, NETWORK OPERATIONS (1/22-12/22)

    Total calculated
    $350,620
    From this org
    $333,892
    From related orgs
    $0
    Other
    $16,728
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $327,191
    Bonus
    $0
    Other
    $6,701
    Deferred
    $0
    Nontaxable benefits
    $16,728
    Filer's total
    $350,620

  • JACQUELINE GORDON

    EVP, PEOPLE & CULTURE

    Total calculated
    $253,915
    From this org
    $252,475
    From related orgs
    $0
    Other
    $1,440
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $244,249
    Bonus
    $0
    Other
    $8,226
    Deferred
    $1,440
    Nontaxable benefits
    $0
    Filer's total
    $253,915

  • OMOIYE KINNEY

    EVP, MARKETING & COMM. (BEG 2/22)

    Total calculated
    $229,303
    From this org
    $216,823
    From related orgs
    $0
    Other
    $12,480
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $211,414
    Bonus
    $0
    Other
    $5,409
    Deferred
    $0
    Nontaxable benefits
    $12,480
    Filer's total
    $229,303

  • STANLEY LITTLE

    CHIEF EXP. OFFICER (TO 3/22)

    Total calculated
    $222,607
    From this org
    $210,477
    From related orgs
    $0
    Other
    $12,130
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $82,328
    Bonus
    $0
    Other
    $128,149
    Deferred
    $2,772
    Nontaxable benefits
    $9,358
    Filer's total
    $222,607

  • LEE LOVE

    CHIEF INVESTOR REL. OFF. (TO 3/22)

    Total calculated
    $199,934
    From this org
    $185,716
    From related orgs
    $0
    Other
    $14,218
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $64,490
    Bonus
    $0
    Other
    $121,226
    Deferred
    $3,742
    Nontaxable benefits
    $10,476
    Filer's total
    $199,934

  • ALICE ARCHCABAL

    EVP, DEVELOPMENT (BEG 6/22)

    Total calculated
    $196,238
    From this org
    $195,968
    From related orgs
    $0
    Other
    $270
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,730
    Bonus
    $0
    Other
    $6,238
    Deferred
    $0
    Nontaxable benefits
    $270
    Filer's total
    $196,238

  • STEVE TAYLOR

    SVP & COUNSEL, PUB. POLICY (TO 8/22)

    Total calculated
    $369,435
    From this org
    $334,181
    From related orgs
    $0
    Other
    $35,254
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,601
    Bonus
    $0
    Other
    $157,580
    Deferred
    $14,806
    Nontaxable benefits
    $20,448
    Filer's total
    $369,435

  • JOHN TAYLOR

    CHIEF INFO & TECH OFFICER (TO 7/22)

    Total calculated
    $322,330
    From this org
    $306,915
    From related orgs
    $0
    Other
    $15,415
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,681
    Bonus
    $0
    Other
    $157,234
    Deferred
    $6,921
    Nontaxable benefits
    $8,494
    Filer's total
    $322,330

  • BRIAN LACHANCE

    SVP, CHIEF OF STAFF (TO 2/22)

    Total calculated
    $316,234
    From this org
    $309,183
    From related orgs
    $0
    Other
    $7,051
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $34,058
    Bonus
    $0
    Other
    $275,125
    Deferred
    $4,592
    Nontaxable benefits
    $2,459
    Filer's total
    $316,234

  • LADAWN NAEGLE

    EVP, CHIEF OF STAFF

    Total calculated
    $297,625
    From this org
    $264,498
    From related orgs
    $0
    Other
    $33,127
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $259,061
    Bonus
    $0
    Other
    $5,437
    Deferred
    $2,545
    Nontaxable benefits
    $30,582
    Filer's total
    $297,625

  • KEVIN CLAYBON

    SVP, DATA INSIGHTS & RESEARCH

    Total calculated
    $293,953
    From this org
    $246,900
    From related orgs
    $0
    Other
    $47,053
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $242,787
    Bonus
    $0
    Other
    $4,113
    Deferred
    $10,564
    Nontaxable benefits
    $36,489
    Filer's total
    $293,953

  • BRIAN GALLAGHER

    FORMER CEO

    Total calculated
    $363,506
    From this org
    $363,506
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $363,506
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $363,506

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE PRESIDENT & CHIEF EXECUTIVE OFFICER AND A SMALL NUMBER OF OTHER EMPLOYEES WHO ROUTINELY TRAVEL OVERSEAS MAY BE REIMBURSED FOR BUSINESS CLASS AIR TRAVEL (FIRST CLASS IF THERE ARE ONLY TWO CLASSES) WHEN TRAVELING FOR BUSINESS PURPOSES ON FLIGHTS LONGER THAN FOUR HOURS. BECAUSE FREQUENT/EXTENSIVE WORLD TRAVEL IS A REQUIREMENT FOR THESE POSITIONS, THIS BENEFIT IS NOT CONSIDERED COMPENSATION AND IS THEREFORE TREATED AS NON-TAXABLE.
PART I, LINE 3
THE COMPENSATION COMMITTEE ("THE COMMITTEE") OF THE BOARD OF TRUSTEES OF UNITED WAY WORLDWIDE ("UWW") IS RESPONSIBLE FOR GOVERNANCE AND OVERSIGHT OF COMPENSATION AND BENEFITS PROGRAMS FOR THE UWW CHIEF EXECUTIVE OFFICER AND OTHER EXECUTIVE LEVEL STAFF ("EXECUTIVES"), AND FOR ENSURING THAT THE COMPENSATION POLICIES OF UWW ARE CONSISTENT WITH AND IN SUPPORT OF THE ORGANIZATION'S MISSION, VALUES AND GOALS. ON AN ANNUAL BASIS, THE COMMITTEE IS RESPONSIBLE FOR EVALUATING THE PERFORMANCE OF THE CEO AND RECOMMENDING TO THE FULL BOARD OF TRUSTEES FOR APPROVAL ANY ADJUSTMENTS TO HIS OR HER COMPENSATION AND BENEFITS, INCLUDING INCENTIVE AWARDS. THE COMMITTEE IS ALSO RESPONSIBLE FOR REVIEWING AND RECOMMENDING TO THE FULL BOARD OF TRUSTEES FOR APPROVAL INCENTIVE AWARDS AND ANY ADJUSTMENTS TO THE COMPENSATION AND BENEFITS OF THE OTHER EXECUTIVES, WITH INPUT AND RECOMMENDATIONS FROM THE CEO. FINALLY, THE COMMITTEE IS RESPONSIBLE FOR REVIEWING AND RECOMMENDING TO THE FULL BOARD FOR APPROVAL ANY NEW COMPENSATION OR BENEFITS PLANS OR PROGRAMS, OR ANY CHANGES TO EXISTING PLANS AND PROGRAMS THAT RELATE TO THE CEO OR THE EXECUTIVES. THE COMMITTEE ENGAGES A THIRD-PARTY CONSULTANT TO PROVIDE COMPENSATION DATA FROM COMPARABLE ORGANIZATIONS. THE COMMITTEE REVIEWS AND DISCUSSES THAT DATA BEFORE DETERMINING THE COMPENSATION OF THE CEO AND EXECUTIVES. SUCH DECISION IS DOCUMENTED CONTEMPORANEOUSLY BY THE COMMITTEE.
PART I, LINE 4A
THE FOLLOWING INDIVIDUALS RECEIVED A SEVERANCE PAYMENT PURSUANT TO THE POLICIES AND PROCEDURES OF UNITED WAY WORLDWIDE UPON SEPARATION. THE SEVERANCE PAYMENTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III) AS PART OF OTHER REPORTABLE COMPENSATION: STEVE TAYLOR $108,917 BRIAN GALLAGHER $102,307 JOHN TAYLOR $129,708 BRIAN LACHANCE $260,123 LEONEL PARRA $162,500 STANLEY LITTLE $84,615 LEE LOVE $81,250 MARK SUTTON $88,846

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • UNITED WAY WORLDWIDE (ASIA) LIMITED

    501(C)(3) · SEE PART VII · HK · controlled entity

    Directly controlled by UNITED WAY WORLDWIDE

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
27 October 2023
IRS schema version
2022v5.0
Source object
202303039349300020

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