Form 990 for tax year 2023

Revenue

Part VIII, the statement of revenue.

• 1b · Membership dues

  $1,607,164

• 1e · Government grants (contributions)

  $461,683

• 1f · All other contributions, gifts and grants

  $19,456,235

• 1g · Noncash contributions included above

  $5,504

• 2a · Program service revenue: MEMBERSHIP DUES

  total $26,310,771 · related or exempt $26,310,771

• 2b · Program service revenue: SERVICE INCOME

  total $1,118,111 · related or exempt $1,118,111

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

  total $559,830 · related or exempt $559,830

• 2d · Program service revenue: PROMOTIONAL MATERIAL SALES

  total $215,566 · related or exempt $215,566

• 2e · Program service revenue: OTHER

  total $85,432 · related or exempt $85,432

• 3 · Investment income

  total $898,620 · excluded $898,620

• 5 · Royalties

  total $405,849 · excluded $405,849

• 6a · Gross rents

  real property $284,393

• 6b · Less rental expenses

  real property $0

• 6c · Rental income or loss

  real property $284,393

• 6d · Net rental income or loss

  total $284,393 · excluded $284,393

• 7a · Gross sales of assets other than inventory

  securities $21,820,453

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

  securities $21,655,854

• 7c · Gain or loss

  securities $164,599

• 7d · Net gain or loss

  total $164,599 · excluded $164,599

Functional expenses

Part IX, the statement of functional expenses.

• 1 · Grants to domestic organizations and governments

  total $8,512,046 · program services $8,512,046

• 3 · Grants to foreign organizations and individuals

  total $6,811,134 · program services $6,811,134

• 5 · Compensation of officers, directors and key employees

  total $4,244,153 · program services $3,387,553 · management and general $682,166 · fundraising $174,434

• 6 · Compensation of disqualified persons

  total $188,776 · management and general $188,776

• 7 · Other salaries and wages

  total $17,770,378 · program services $14,416,369 · management and general $2,610,531 · fundraising $743,478

• 8 · Pension plan contributions

  total $292,163 · program services $232,869 · management and general $47,171 · fundraising $12,123

• 9 · Other employee benefits

  total $1,772,957 · program services $1,414,259 · management and general $285,514 · fundraising $73,184

• 10 · Payroll taxes

  total $1,424,056 · program services $1,135,935 · management and general $229,340 · fundraising $58,781

• 11b · Fees: legal

  total $731,786 · management and general $731,786

• 11c · Fees: accounting

  total $327,786 · management and general $327,786

• 11f · Fees: investment management

  total $72,803 · management and general $72,803

• 11g · Fees: other

  total $15,679,500 · program services $13,394,801 · management and general $1,843,704 · fundraising $440,995

• 12 · Advertising and promotion

  total $199,762 · program services $46,289 · management and general $153,473

• 13 · Office expenses

  total $1,567,020 · program services $1,473,192 · management and general $58,518 · fundraising $35,310

• 14 · Information technology

  total $249,248 · program services $52,473 · management and general $196,775

• 16 · Occupancy

  total $733,094 · program services $655,440 · management and general $77,654

• 17 · Travel

  total $1,024,931 · program services $873,396 · management and general $101,019 · fundraising $50,516

• 19 · Conferences, conventions and meetings

  total $1,445,915 · program services $1,396,110 · management and general $32,500 · fundraising $17,305

• 20 · Interest

  total $20,174 · management and general $20,174

• 22 · Depreciation, depletion and amortization

  total $1,290,626 · program services $821,160 · management and general $195,913 · fundraising $273,553

• 23 · Insurance

  total $335,889 · program services $71 · management and general $335,818

• 24a · Other expenses: DUES AND SUBSCRIPTIONS

  total $753,119 · program services $511,503 · management and general $196,230 · fundraising $45,386

• 24b · Other expenses: BAD DEBT EXPENSES

  total $275,827 · management and general $275,827

Balance sheet

Part X, book values.

• 1 · Cash, non-interest-bearing

  beginning of year $5,791,383 · end of year $4,300,143

• 2 · Savings and temporary cash investments

  beginning of year $1,560,630 · end of year $921,383

• 3 · Pledges and grants receivable

  beginning of year $5,950,689 · end of year $5,215,836

• 4 · Accounts receivable

  beginning of year $3,369,870 · end of year $1,768,839

• 9 · Prepaid expenses and deferred charges

  beginning of year $3,375,374 · end of year $402,703

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

  $53,527,256

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

  $32,627,883

• 10c · Land, buildings and equipment, net

  beginning of year $21,926,385 · end of year $20,899,373

• 11 · Investments: publicly traded securities

  beginning of year $28,671,096 · end of year $21,425,416

• 12 · Investments: other securities

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

• 15 · Other assets

  beginning of year $9,788,721 · end of year $10,506,839

• 17 · Accounts payable and accrued expenses

  beginning of year $2,216,555 · end of year $2,394,220

• 19 · Deferred revenue

  beginning of year $6,784,168 · end of year $5,071,693

• 21 · Escrow or custodial account liability

  beginning of year $8,096,172 · end of year $8,619,989

• 25 · Other liabilities

  beginning of year $6,652,768 · end of year $5,639,400

• 27 · Net assets without donor restrictions

  beginning of year $38,924,419 · end of year $30,603,951

• 28 · Net assets with donor restrictions

  beginning of year $23,147,824 · end of year $18,499,037

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. SUCH TRIPS ARE SUBJECT TO RULES OF THE ORGANIZATION'S ACCOUNTABLE PLAN AND CONSIDERED NON-TAXABLE IF PAID BY UWW.

PART I, LINE 3

THE EXECUTIVE 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 FOR REASONABLENESS THE CEO'S RECOMMENDATIONS FOR COMPENSATION AND BENEFITS OF THE OTHER EXECUTIVES. 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 ON AT LEAST A BIENNIAL BASIS. THE COMMITTEE REVIEWS AND DISCUSSES THAT DATA BEFORE DETERMINING THE COMPENSATION OF THE CEO AND REASONABLENESS OF THE COMPENSATION OF OTHER EXECUTIVES. SUCH DECISION IS DOCUMENTED CONTEMPORANEOUSLY BY THE COMMITTEE.

PART I, LINE 4A

THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT PURSUANT TO THE POLICIES AND PROCEDURES OF UNITED WAY WORLDWIDE UPON SEPARATION. THE SEVERANCE PAYMENT IS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III) AS PART OF OTHER REPORTABLE COMPENSATION: MOLLY VANDERLOO $93,889

PART I, LINE 7

THE EXECUTIVE MANAGEMENT TEAM IS PAID A BONUS BASED UPON A COMBINATION OF INDIVIDUAL PERFORMANCE GOALS APPROVED BY THE BOARD AND THE PERFORMANCE OF THE ORGANIZATION. IT IS NOT A MATRIX BASED ON A SCORE BUT SOMEWHAT DISCRETIONARY.

Disregarded entities

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

• UNITED WAY DIGITAL HOLDINGS LLC

  SOFTWARE · DE · income $0 · assets $0

  Directly controlled by UNITED WAY WORLDWIDE

Related corporations and trusts

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

• FRONTSTREAM HOLDINGS LLC

  C · FUNDRAISING CAMPAIGN PLEDGE PROCESSING · DE