Report to the Community Financial Information

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Report to the Community Financial Information
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United Way of Southeastern Pennsylvania
Finances2005-2006 (In Millions)

• RESOURCES RAISED (in region unless otherwise
  noted)
• Annual Campaign 49.2MPledges
• Restricted Multi-Year Grants 1.8M
• Gifts In Kind 1.7M
• Resources Received From Other .2M United
  Ways
• Endowment Gifts .6M
• 53.5M
• Any differences between the figures herein and
  those in our full annual audit are due to
  categorization and effect of prior year items in
  the audit. The full audit is available online at
  www.uwsepa.org
• 5 of the five (5) year average value of all
  deposits to United Ways general endowments are
  used to offset overhead costs

HOW RESOURCES WERE SPENT Community Impact 25.9M
Grants To Agencies 20.4M
Special Projects Restricted Per Terms of Grant
1.8M United Way Technical Assistance,
2.0M Volunteer Training and Other Services
Goods Distributed to Agencies
1.7M Directed To Specific 18.6MAgencies by
Donors Uncollectible Pledges 3.0M
Overhead net of Offsetting Revenue
5.4M 52.9M Deposited to Endowment
.6M 53.5M
52.9M
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About Our Record of Financial Responsibility and
Operational Efficiency

• United Way of Southeastern Pennsylvania has
  maintained a flat operating budget for the past
  four years, despite the challenges posed by
  rising health care and retirement benefit costs.
• Outstanding stewardship of donor contributions
  and oversight of United Ways highly qualified
  professional finance staff is provided by
  volunteer United Way board committees comprised
  of leaders of the regions business community.
  Among these committees are the following
• Finance Committee, Chair, Frederick J.
  Crawford, Senior Vice President and Chief
  Financial Officer of Lincoln Financial Group
  Vice-Chair, Darrell K.B. Giles, Partner, Mitchell
  Titus, LLP
• Audit Committee, Chair, by George W. Gannon,
  (Retired) President and CEO of AmeriHealth
  Administrators Vice-Chair, P. Edward Lovelidge,
  Partner, PricewaterhouseCoopers LLP
• Investment Committee, Chair, John P. Waterman,
  Chief Investment Officer of Rittenhouse Asset
  Management, Inc.
• Strategic Community Solutions Board, Chair
  Robert J. Murphy, Jr., President of Assigned
  Counsel, Inc.
• United Ways costs for the 2005-2006 fiscal year
  were 13.92 of revenue, a rate that is highly
  competitive with other premier nonprofit
  organizations. United Way further offsets these
  costs by raising revenue through endowments,
  rent, and other income streams. For the
  2005-2006 United Way Campaign, our deduction from
  donor gifts to recover our net costs was 12.25.
• For additional detail on United Way of
  Southeastern Pennsylvanias finances, please see
  our Form 990, a public document available at our
  website (www.uwsepa.org) or by calling 215 665
  2643. Form 990 is an official return that most
  tax-exempt nonprofits with incomes greater than
  25,000 must file annually with the Internal
  Revenue Service.