2001 Form 990 - United Way Worldwide Form 990.pdfForm 990 (2001) Page 3 Balance Sheets (See Specific Instructions on page 24.) (B) End of year (A) Beginning of year Note: Where required,

Part I

OMB No. 1545-0047

Return of Organization Exempt From Income Tax990Form

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lungbenefit trust or private foundation)

Department of the TreasuryInternal Revenue Service � The organization may have to use a copy of this return to satisfy state reporting requirements.

For the 2001 calendar year, or tax year beginning , 2001, and ending , 20D Employer identification numberName of organizationPlease

use IRSlabel orprint or

type.See

SpecificInstruc-tions.

E Telephone numberNumber and street (or P.O. box if mail is not delivered to street address)

City or town, state or country, and ZIP + 4

Check here � if the organization’s gross receipts are normally not more than $25,000. Theorganization need not file a return with the IRS; but if the organization received a Form 990 Packagein the mail, it should file a return without financial data. Some states require a complete return.

Revenue, Expenses, and Changes in Net Assets or Fund Balances (See Specific Instructions on page 16.)Contributions, gifts, grants, and similar amounts received:1

1aDirect public supporta1bIndirect public supportb1cGovernment contributions (grants)c

1dTotal (add lines 1a through 1c) (cash $ noncash $ )d2Program service revenue including government fees and contracts (from Part VII, line 93)23Membership dues and assessments34Interest on savings and temporary cash investments45Dividends and interest from securities5

6aGross rents6a6bLess: rental expensesb

6cNet rental income or (loss) (subtract line 6b from line 6a)c7Other investment income (describe � )7

(B) Other(A) SecuritiesGross amount from sales of assets otherthan inventory

8a8a

Rev

enue

8bLess: cost or other basis and sales expensesb8cGain or (loss) (attach schedule)c

8dNet gain or (loss) (combine line 8c, columns (A) and (B))dSpecial events and activities (attach schedule)9Gross revenue (not including $ ofcontributions reported on line 1a)

a9a9bLess: direct expenses other than fundraising expensesb

9cNet income or (loss) from special events (subtract line 9b from line 9a)c10aGross sales of inventory, less returns and allowances10a10bLess: cost of goods soldb

10cGross profit or (loss) from sales of inventory (attach schedule) (subtract line 10b from line 10a)c11Other revenue (from Part VII, line 103)11

12 Total revenue (add lines 1d, 2, 3, 4, 5, 6c, 7, 8d, 9c, 10c, and 11) 121313 Program services (from line 44, column (B))14Management and general (from line 44, column (C))1415Fundraising (from line 44, column (D))1516Payments to affiliates (attach schedule)16E

xpen

ses

17 Total expenses (add lines 16 and 44, column (A)) 1718Excess or (deficit) for the year (subtract line 17 from line 12)1819Net assets or fund balances at beginning of year (from line 73, column (A))19

Net

Ass

ets

2020 Other changes in net assets or fund balances (attach explanation)21 21Net assets or fund balances at end of year (combine lines 18, 19, and 20)

Form 990 (2001)For Paperwork Reduction Act Notice, see the separate instructions. Cat. No. 11282Y

A

C

Room/suite

Accounting method:F

K

B Check if applicable:

Final return

Amended return

Address change

Organization type (check only one) �

G

Enter 4-digit GEN �I

501(c) ( ) � 5274947(a)(1) or

H(a) Yes NoIs this a group return for affiliates?

If “Yes,” enter number of affiliates �

Is this a separate return filed by anorganization covered by a group ruling?

H(b)

H(d)(insert no.)

Yes No

Initial return

Name change

Are all affiliates included?(If “No,” attach a list. See instructions.)

H(c) Yes No

H and I are not applicable to section 527 organizations.● Section 501(c)(3) organizations and 4947(a)(1) nonexempt charitabletrusts must attach a completed Schedule A (Form 990 or 990-EZ).

Open to PublicInspection

Check � if the organization is not requiredto attach Sch. B (Form 990, 990-EZ, or 990-PF).

M

( )

2001

Application pending

Cash Accrual

Other (specify) �

Web site: �

L Gross receipts: Add lines 6b, 8b, 9b, and 10b to line 12 �

J

Page 2Form 990 (2001)

Statement ofFunctional Expenses

All organizations must complete column (A). Columns (B), (C), and (D) are required for section 501(c)(3) and (4) organizationsand section 4947(a)(1) nonexempt charitable trusts but optional for others. (See Specific Instructions on page 21.)

Do not include amounts reported on line6b, 8b, 9b, 10b, or 16 of Part I.

(C) Managementand general

(B) Programservices

(D) Fundraising(A) Total

Grants and allocations (attach schedule)22

23 Specific assistance to individuals (schedule)Benefits paid to or for members (schedule)24Compensation of officers, directors, etc.25Other salaries and wages26Pension plan contributions27Other employee benefits28Payroll taxes29Professional fundraising fees30Accounting fees31Legal fees32Supplies33Telephone 34Postage and shipping35Occupancy36Equipment rental and maintenance37Printing and publications38Travel39Conferences, conventions, and meetings40Interest 41Depreciation, depletion, etc. (schedule)42Other expenses not covered above (itemize): a43

bcde

Total functional expenses (add lines 22 through 43). Organizationscompleting columns (B)-(D), carry these totals to lines 13—15

44

Statement of Program Service Accomplishments (See Specific Instructions on page 24.)Program Service

ExpensesWhat is the organization’s primary exempt purpose? �

(Grants and allocations $ )

Other program services (attach schedule)Total of Program Service Expenses (should equal line 44, column (B), Program services) �

(Required for 501(c)(3) and(4) orgs., and 4947(a)(1)

trusts; but optional forothers.)

Part III

Part II

If “Yes,” enter (i) the aggregate amount of these joint costs $ ; (ii) the amount allocated to Program services $ ;Yes No

222324252627282930313233343536373839404142

43a

44

43b43c43d43e

Joint Costs. Check � if you are following SOP 98-2.

(cash $ noncash $ )

All organizations must describe their exempt purpose achievements in a clear and concise manner. State the numberof clients served, publications issued, etc. Discuss achievements that are not measurable. (Section 501(c)(3) and (4)organizations and 4947(a)(1) nonexempt charitable trusts must also enter the amount of grants and allocations to others.)

(iii) the amount allocated to Management and general $ ; and (iv) the amount allocated to Fundraising $

a

b

c

d

ef



(Grants and allocations $ )(Grants and allocations $ )

Form 990 (2001)

Are any joint costs from a combined educational campaign and fundraising solicitation reported in (B) Program services? �

Form 990 (2001) Page 3

Balance Sheets (See Specific Instructions on page 24.)

(B)End of year

(A)Beginning of year

Note: Where required, attached schedules and amounts within the descriptioncolumn should be for end-of-year amounts only.

Ass

ets

45Cash—non-interest-bearing454646 Savings and temporary cash investments

47aAccounts receivable47a47c47bLess: allowance for doubtful accountsb

48aPledges receivable48a48b 48cLess: allowance for doubtful accountsb

49Grants receivable4950 Receivables from officers, directors, trustees, and key employees

(attach schedule) 50

51a51a Other notes and loans receivable (attach

schedule)51b 51cb Less: allowance for doubtful accounts

5252 Inventories for sale or use5353 Prepaid expenses and deferred charges5454 Investments—securities (schedule) �

Investments—land, buildings, andequipment: basis

55a55a

Less: accumulated depreciation (attachschedule)

b55b 55c

56Investments—other (attach schedule)5657aLand, buildings, and equipment: basis57a

57c57bLess: accumulated depreciation (attachschedule)

b

58Other assets (describe � )58

Total assets (add lines 45 through 58) (must equal line 74)59 59

Liab

iliti

es

60Accounts payable and accrued expenses6061Grants payable6162Deferred revenue62

63Loans from officers, directors, trustees, and key employees (attachschedule)

63

64aTax-exempt bond liabilities (attach schedule)64a

65Other liabilities (describe � )65

Total liabilities (add lines 60 through 65)66 66

Part IV

64bMortgages and other notes payable (attach schedule)b

Net

Ass

ets

or

Fund

Bal

ance

s

Organizations that do not follow SFAS 117, check here �

6767 Unrestricted6868 Temporarily restricted6969 Permanently restricted

7070 Capital stock, trust principal, or current funds7171 Paid-in or capital surplus, or land, building, and equipment fund7272 Retained earnings, endowment, accumulated income, or other funds

73

73 Total net assets or fund balances (add lines 67 through 69 OR lines70 through 72;column (A) must equal line 19; column (B) must equal line 21)

7474 Total liabilities and net assets / fund balances (add lines 66 and 73)

and

Organizations that follow SFAS 117, check here � and complete lines67 through 69 and lines 73 and 74.

complete lines 70 through 74.

Form 990 is available for public inspection and, for some people, serves as the primary or sole source of information about aparticular organization. How the public perceives an organization in such cases may be determined by the information presentedon its return. Therefore, please make sure the return is complete and accurate and fully describes, in Part III, the organization’sprograms and accomplishments.

Cost FMV

Form 990 (2001) Page 4

List of Officers, Directors, Trustees, and Key Employees (List each one even if not compensated; see SpecificInstructions on page 26.)

(B) Title and average hours perweek devoted to position

(C) Compensation(If not paid, enter

-0-.)

(D) Contributions toemployee benefit plans &deferred compensation

(E) Expenseaccount and other

allowances(A) Name and address

NoYes

Part V

Did any officer, director, trustee, or key employee receive aggregate compensation of more than $100,000 from yourorganization and all related organizations, of which more than $10,000 was provided by the related organizations? �

If “Yes,” attach schedule—see Specific Instructions on page 27.

Reconciliation of Revenue per AuditedFinancial Statements with Revenue perReturn (See Specific Instructions, page 26.)

a

b

cd

e

(1)

(2)

(3)

Reconciliation of Expenses per AuditedFinancial Statements with Expenses perReturn

(4)

(1)

(2)

a

b

cd

e

(1)

(2)

(3)

(4)

(1)

(2)

Part IV-BPart IV-A

75

Total revenue, gains, and other supportper audited financial statements �

Amounts included on line a but not online 12, Form 990:

Net unrealized gainson investmentsDonated servicesand use of facilitiesRecoveries of prioryear grantsOther (specify):

Add amounts on lines (1) through (4) �

Line a minus line b �

Amounts included on line 12,Form 990 but not on line a:

Investment expensesnot included on line6b, Form 990Other (specify):

Add amounts on lines (1) and (2) �

Total revenue per line 12, Form 990(line c plus line d) �

a

b

c

d

e

$

$

$

$

$

$

Total expenses and losses peraudited financial statements �

Amounts included on line a but noton line 17, Form 990:

Donated servicesand use of facilities

Prior year adjustmentsreported on line 20,Form 990Losses reported online 20, Form 990Other (specify):

Add amounts on lines (1) through (4)�

Line a minus line b �

Amounts included on line 17,Form 990 but not on line a:

Investment expensesnot included on line6b, Form 990Other (specify):

Add amounts on lines (1) and (2) �

Total expenses per line 17, Form 990(line c plus line d) �

$

$

$

$

$

$

a

bc

d

e

Form 990 (2001)

Form 990 (2001) Page 5Other Information (See Specific Instructions on page 27.)

76Did the organization engage in any activity not previously reported to the IRS? If “Yes,” attach a description of each activity767777 Were any changes made in the organizing or governing documents but not reported to the IRS?

If “Yes,” attach a conformed copy of the changes.78a78a Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return?78bIf “Yes,” has it filed a tax return on Form 990-T for this year?b

At any time during the year, did the organization own a 50% or greater interest in a taxable corporation orpartnership, or an entity disregarded as separate from the organization under Regulations sections301.7701-2 and 301.7701-3? If “Yes,” complete Part IX

7979 Was there a liquidation, dissolution, termination, or substantial contraction during the year? If “Yes,” statementIs the organization related (other than by association with a statewide or nationwide organization) through commonmembership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?

80a80a

If “Yes,” enter the name of the organization �

and check whether it is exempt OR nonexempt.b

81a81a Enter direct or indirect political expenditures. See line 81 instructions81bDid the organization file Form 1120-POL for this year?b

Did the organization receive donated services or the use of materials, equipment, or facilities at no chargeor at substantially less than fair rental value?

82a82a

If “Yes,” you may indicate the value of these items here. Do not include this amountas revenue in Part I or as an expense in Part II. (See instructions in Part III.)

b82b

Did the organization comply with the public inspection requirements for returns and exemption applications?83a 83a

Did the organization solicit any contributions or gifts that were not tax deductible?84a 84a

If “Yes,” did the organization include with every solicitation an express statement that such contributionsor gifts were not tax deductible?

b84b

501(c)(4), (5), or (6) organizations. a Were substantially all dues nondeductible by members?85 85a

Did the organization make only in-house lobbying expenditures of $2,000 or less?b

86 501(c)(7) orgs. Enter: a Initiation fees and capital contributions included on line 12b Gross receipts, included on line 12, for public use of club facilities

501(c)(12) orgs. Enter: a Gross income from members or shareholders87 87a

Gross income from other sources. (Do not net amounts due or paid to othersources against amounts due or received from them.)

b87b

88

List the states with which a copy of this return is filed �

88

90a

91Located at �

Section 4947(a)(1) nonexempt char itable trusts filing Form 990 in lieu of Form 1041—Check here �9292and enter the amount of tax-exempt interest received or accrued during the tax year �

Part VI Yes No N/A

85b

Dues, assessments, and similar amounts from membersc 85c

Section 162(e) lobbying and political expendituresd 85d

Aggregate nondeductible amount of section 6033(e)(1)(A) dues noticese 85e

Taxable amount of lobbying and political expenditures (line 85d less 85e)f 85f

g Does the organization elect to pay the section 6033(e) tax on the amount on line 85f?h If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount on line 85f to its

reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following taxyear?

85g

85h86a86b

If “Yes” was answered to either 85a or 85b, do not complete 85c through 85h below unless the organizationreceived a waiver for proxy tax owed for the prior year.

ZIP + 4 �

Did the organization comply with the disclosure requirements relating to quid pro quo contributions?b 83b

The books are in care of � Telephone no. � ( )

501(c)(3) organizations. Enter: Amount of tax imposed on the organization during the year under:; section 4912 � ; section 4955 �

501(c)(3) and 501(c)(4) orgs. Did the organization engage in any section 4958 excess benefit transactionduring the year or did it become aware of an excess benefit transaction from a prior year? If “Yes,” attacha statement explaining each transaction

Enter: Amount of tax imposed on the organization managers or disqualified persons during the year undersections 4912, 4955, and 4958 �

89a

b

c

section 4911 �

89b

Enter: Amount of tax on line 89c, above, reimbursed by the organization �d

b Number of employees employed in the pay period that includes March 12, 2001 (See instructions.) 90b

Form 990 (2001)

Page 6Form 990 (2001)

Analysis of Income-Producing Activities (See Specific Instructions on page 32.)Excluded by section 512, 513, or 514 (E)

Related orexempt function

income

Unrelated business incomeNote: Enter gross amounts unless otherwiseindicated. (C)

Exclusion code(B)

Amount(D)

Amount(A)

Business codeProgram service revenue:93abcdef

Fees and contracts from government agencies94 Membership dues and assessments95 Interest on savings and temporary cash investments96 Dividends and interest from securities97 Net rental income or (loss) from real estate:

debt-financed propertynot debt-financed property

98 Net rental income or (loss) from personal propertyOther investment income99

100 Gain or (loss) from sales of assets other than inventory101 Net income or (loss) from special events102 Gross profit or (loss) from sales of inventory103 Other revenue: a

bcde

104 Subtotal (add columns (B), (D), and (E))105 Total (add line 104, columns (B), (D), and (E)) �

Note: Line 105 plus line 1d, Part I, should equal the amount on line 12, Part I.Relationship of Activities to the Accomplishment of Exempt Purposes (See Specific Instructions on page 32.)Explain how each activity for which income is reported in column (E) of Part VII contributed importantly to the accomplishmentof the organization’s exempt purposes (other than by providing funds for such purposes).

Line No.�

Information Regarding Taxable Subsidiaries and Disregarded Entities (See Specific Instructions on page 33.)(E)

End-of-yearassets

(D)Total income

(C)Nature of activities

(B)Percentage of

ownership interest

(A)Name, address, and EIN of corporation,

partnership, or disregarded entity

Part IX

Part VIII

Part VII

ab

g

%%%%

Medicare/Medicaid payments

Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?

(b)(a)

Information Regarding Transfers Associated with Personal Benefit Contracts (See Specific Instructions on page 33.)Part X

NoYesNoYes

Note: If “ Yes” to (b), file Form 8870 and Form 4720 (see instructions).

Date

EIN �

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledgeand belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.

PleaseSignHere

Type or print name and title.

DateSignature of officer

Preparer’ssignature

Check ifself-employed �

PaidPreparer’sUse Only

Firm’s name (or yoursif self-employed),address, and ZIP + 4

Preparer’s SSN or PTIN (See Gen. Inst. W)

Phone no. � ( )

Form 990 (2001)

��

��

james_gray

Signature of officer

OMB No. 1545-0047Organization Exempt Under Section 501(c)(3)SCHEDULE A(Except Private Foundation) and Section 501(e), 501(f), 501(k),

501(n), or Section 4947(a)(1) Nonexempt Charitable Trust

Department of the TreasuryInternal Revenue Service � MUST be completed by the above organizations and attached to their Form 990 or 990-EZ

Employer identification numberName of the organization

Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees(See page 1 of the instructions. List each one. If there are none, enter “None.”)

(e) Expenseaccount and other

allowances

(b) Title and average hoursper week devoted to position

(d) Contributions toemployee benefit plans &

deferred compensation(c) Compensation(a) Name and address of each employee paid more

than $50,000

Total number of other employees paid over$50,000 �

Compensation of the Five Highest Paid Independent Contractors for Professional Services(See page 2 of the instructions. List each one (whether individuals or firms). If there are none, enter “None.”)

(b) Type of service(a) Name and address of each independent contractor paid more than $50,000

Total number of others receiving over $50,000 forprofessional services �

Schedule A (Form 990 or 990-EZ) 2001For Paperwork Reduction Act Notice, see the Instructions for Form 990 and Form 990-EZ.

Part I

Part II

Cat. No. 11285F

Supplementary Information—(See separate instructions.)

(c) Compensation

(Form 990 or 990-EZ)

2001

Page 2Schedule A (Form 990 or 990-EZ) 2001

Reason for Non-Private Foundation Status (See pages 3 through 6 of the instructions.)

The organization is not a private foundation because it is: (Please check only ONE applicable box.)

A church, convention of churches, or association of churches. Section 170(b)(1)(A)(i).5A school. Section 170(b)(1)(A)(ii). (Also complete Part V.)6A hospital or a cooperative hospital service organization. Section 170(b)(1)(A)(iii).7A Federal, state, or local government or governmental unit. Section 170(b)(1)(A)(v).8A medical research organization operated in conjunction with a hospital. Section 170(b)(1)(A)(iii). Enter the hospital’s name, city,and state �

9

An organization operated for the benefit of a college or university owned or operated by a governmental unit. Section 170(b)(1)(A)(iv).(Also complete the Support Schedule in Part IV-A.)

10

An organization that normally receives a substantial part of its support from a governmental unit or from the general public.Section 170(b)(1)(A)(vi). (Also complete the Support Schedule in Part IV-A.)

11a

A community trust. Section 170(b)(1)(A)(vi). (Also complete the Support Schedule in Part IV-A.)11bAn organization that normally receives: (1) more than 331⁄3% of its support from contributions, membership fees, and grossreceipts from activities related to its charitable, etc., functions—subject to certain exceptions, and (2) no more than 331⁄3% ofits support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquiredby the organization after June 30, 1975. See section 509(a)(2). (Also complete the Support Schedule in Part IV-A.)

12

An organization that is not controlled by any disqualified persons (other than foundation managers) and supports organizationsdescribed in: (1) lines 5 through 12 above; or (2) section 501(c)(4), (5), or (6), if they meet the test of section 509(a)(2). (Seesection 509(a)(3).)

13

Provide the following information about the supported organizations. (See page 5 of the instructions.)

(b) Line numberfrom above

(a) Name(s) of supported organization(s)

14 An organization organized and operated to test for public safety. Section 509(a)(4). (See page 6 of the instructions.)

Part IV

Statements About Activities (See page 2 of the instructions.) NoYes

During the year, has the organization attempted to influence national, state, or local legislation, including anyattempt to influence public opinion on a legislative matter or referendum? If “Yes,” enter the total expenses paidor incurred in connection with the lobbying activities � $ (Must equal amounts on line 38,Part VI-A, or line i of Part VI-B.)

1

1

Organizations that made an election under section 501(h) by filing Form 5768 must complete Part VI-A. Otherorganizations checking “Yes,” must complete Part VI-B AND attach a statement giving a detailed description ofthe lobbying activities.

During the year, has the organization, either directly or indirectly, engaged in any of the following acts with anysubstantial contributors, trustees, directors, officers, creators, key employees, or members of their families, orwith any taxable organization with which any such person is affiliated as an officer, director, trustee, majorityowner, or principal beneficiary? (If the answer to any question is “Yes,” attach a detailed statement explaining thetransactions.)

2

2aSale, exchange, or leasing of property?a

2bLending of money or other extension of credit?b

2cFurnishing of goods, services, or facilities?c

2dPayment of compensation (or payment or reimbursement of expenses if more than $1,000)?d

2eTransfer of any part of its income or assets?e

33 Does the organization make grants for scholarships, fellowships, student loans, etc.? (See Note below.)

Note: Attach a statement to explain how the organization determines that individuals or organizations receiving grantsor loans from it in furtherance of its charitable programs “qualify” to receive payments.

Part III

Do you have a section 403(b) annuity plan for your employees?4 4

Schedule A (Form 990 or 990-EZ) 2001

See Statement 15


Organizations described on line 12: a For amounts included in lines 15, 16, and 17 that were received from a “disqualifiedperson,” prepare a list for your records to show the name of, and total amounts received in each year from, each “disqualified person.”Do not file this list with your return. Enter the sum of such amounts for each year:

27

(2000) (1999) (1998) (1997)For any amount included in line 17 that was received from each person (other than “disqualified persons”), prepare a list for your records toshow the name of, and amount received for each year, that was more than the larger of (1) the amount on line 25 for the year or (2) $5,000.(Include in the list organizations described in lines 5 through 11, as well as individuals.) Do not file this list with your return. After computingthe difference between the amount received and the larger amount described in (1) or (2), enter the sum of these differences (the excessamounts) for each year:

b

28 Unusual Grants: For an organization described in line 10, 11, or 12 that received any unusual grants during 1997 through 2000,prepare a list for your records to show, for each year, the name of the contributor, the date and amount of the grant, and a briefdescription of the nature of the grant. Do not file this list with your return. Do not include these grants in line 15.

cd

ef

Total support for section 509(a)(1) test: Enter line 24, column (e) �

Add: Amounts from column (e) for lines: 18 1922 26b

Public support (line 26c minus line 26d total) �

Public support percentage (line 26e (numerator) divided by line 26c (denominator)) � %

c

ef

Add: Amounts from column (e) for lines: 15 1620

Public support (line 27c total minus line 27d total) �

Public support percentage (line 27e (numerator) divided by line 27f (denominator)) � %

2117

gInvestment income percentage (line 18, column (e) (numerator) divided by line 27f (denominator)) � %

d Add: Line 27a total and line 27b total

Support Schedule (Complete only if you checked a box on line 10, 11, or 12.) Use cash method of accounting.

(e) Total(d) 1997(c) 1998(b) 1999(a) 2000Calendar year (or fiscal year beginning in) �

15

Membership fees received1617 Gross receipts from admissions, merchandise

sold or services performed, or furnishing offacilities in any activity that is related to theorganization’s charitable, etc., purpose

18 Gross income from interest, dividends,amounts received from payments on securitiesloans (section 512(a)(5)), rents, royalties, andunrelated business taxable income (lesssection 511 taxes) from businesses acquiredby the organization after June 30, 1975

19 Net income from unrelated businessactivities not included in line 18

Tax revenues levied for the organization’sbenefit and either paid to it or expended onits behalf

20

The value of services or facilities furnished tothe organization by a governmental unitwithout charge. Do not include the value ofservices or facilities generally furnished to thepublic without charge

21

Other income. Attach a schedule. Do notinclude gain or (loss) from sale of capital assets

22

Total of lines 15 through 2223Line 23 minus line 1724Enter 1% of line 2325

Organizations described on lines 10 or 11: a Enter 2% of amount in column (e), line 24 �26

Prepare a list for your records to show the name of and amount contributed by each person (other than agovernmental unit or publicly supported organization) whose total gifts for 1997 through 2000 exceeded theamount shown in line 26a. Do not file this list with your return. Enter the total of all these excess amounts �

b

Gifts, grants, and contributions received. (Donot include unusual grants. See line 28.)

Note: You may use the worksheet in the instructions for converting from the accrual to the cash method of accounting.Part IV-A

h

Total support for section 509(a)(2) test: Enter amount from line 23, column (e) �

27c

27d

26e

26d

26c

26b

26a

26f

27e

27g

27h

27f

�

�

�


(2000) (1999) (1998) (1997)


Does the organization discriminate by race in any way with respect to:33

33aa Students’ rights or privileges?

33bb Admissions policies?

33cc Employment of faculty or administrative staff?

33dd Scholarships or other financial assistance?

33ee Educational policies?

33ff Use of facilities?

33gg Athletic programs?

33hh Other extracurricular activities?

If you answered “Yes” to any of the above, please explain. (If you need more space, attach a separate statement.)

34aDoes the organization receive any financial aid or assistance from a governmental agency?34a

34bHas the organization’s right to such aid ever been revoked or suspended?bIf you answered “Yes” to either 34a or b, please explain using an attached statement.

Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4.05of Rev. Proc. 75-50, 1975-2 C.B. 587, covering racial nondiscrimination? If “No,” attach an explanation

3535

Private School Questionnaire (See page 7 of the instructions.)(To be completed ONLY by schools that checked the box on line 6 in Part IV)

NoYesDoes the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws,other governing instrument, or in a resolution of its governing body?

2929

30 Does the organization include a statement of its racially nondiscriminatory policy toward students in all itsbrochures, catalogues, and other written communications with the public dealing with student admissions,programs, and scholarships? 30

Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media duringthe period of solicitation for students, or during the registration period if it has no solicitation program, in a waythat makes the policy known to all parts of the general community it serves?

31

31

If “Yes,” please describe; if “No,” please explain. (If you need more space, attach a separate statement.)

Does the organization maintain the following:3232aRecords indicating the racial composition of the student body, faculty, and administrative staff?a

Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatorybasis?

b32b

Copies of all catalogues, brochures, announcements, and other written communications to the public dealingwith student admissions, programs, and scholarships?

c32c32dCopies of all material used by the organization or on its behalf to solicit contributions?d

If you answered “No” to any of the above, please explain. (If you need more space, attach a separate statement.)

Part V



4-Year Averaging Period Under Section 501(h)(Some organizations that made a section 501(h) election do not have to complete all of the five columns below.

See the instructions for lines 45 through 50 on page 11 of the instructions.)

Lobbying Expenditures During 4-Year Averaging Period

(e)Total

(d)1998

(c)1999

(b)2000

(a)2001

Calendar year (orfiscal year beginning in) �

Lobbying nontaxable amount45

46 Lobbying ceiling amount (150% of line 45(e))

47

48 Grassroots nontaxable amount

49 Grassroots ceiling amount (150% of line 48(e))

Grassroots lobbying expenditures50

Total lobbying expenditures

Part VI-B Lobbying Activity by Nonelecting Public Charities(For reporting only by organizations that did not complete Part VI-A) (See page 12 of the instructions.)

During the year, did the organization attempt to influence national, state or local legislation, including anyattempt to influence public opinion on a legislative matter or referendum, through the use of:

Yes No Amount

abcdefghi

VolunteersPaid staff or management (Include compensation in expenses reported on lines c through h.)Media advertisementsMailings to members, legislators, or the publicPublications, or published or broadcast statementsGrants to other organizations for lobbying purposesDirect contact with legislators, their staffs, government officials, or a legislative bodyRallies, demonstrations, seminars, conventions, speeches, lectures, or any other meansTotal lobbying expenditures (Add lines c through h.)If “Yes” to any of the above, also attach a statement giving a detailed description of the lobbying activities.

Lobbying Expenditures by Electing Public Charities (See page 9 of the instructions.)(To be completed ONLY by an eligible organization that filed Form 5768)

Check � Check �

(b)To be completedfor ALL electing

organizations

(a)Affiliated group

totalsLimits on Lobbying Expenditures

3636 Total lobbying expenditures to influence public opinion (grassroots lobbying)3737 Total lobbying expenditures to influence a legislative body (direct lobbying)3838 Total lobbying expenditures (add lines 36 and 37)3939 Other exempt purpose expenditures4040 Total exempt purpose expenditures (add lines 38 and 39)

41 Lobbying nontaxable amount. Enter the amount from the following table—The lobbying nontaxable amount is—If the amount on line 40 is—20% of the amount on line 40Not over $500,000

41$100,000 plus 15% of the excess over $500,000Over $500,000 but not over $1,000,000$175,000 plus 10% of the excess over $1,000,000Over $1,000,000 but not over $1,500,000$225,000 plus 5% of the excess over $1,500,000Over $1,500,000 but not over $17,000,000

4242 Grassroots nontaxable amount (enter 25% of line 41)4343 Subtract line 42 from line 36. Enter -0- if line 42 is more than line 364444 Subtract line 41 from line 38. Enter -0- if line 41 is more than line 38

Part VI-A

�

(The term “expenditures” means amounts paid or incurred.)

Over $17,000,000 $1,000,000

Caution: If there is an amount on either line 43 or line 44, you must file Form 4720.


a if the organization belongs to an affiliated group. b if you checked “a” and “limited control” provisions apply.


(d)Description of transfers, transactions, and sharing arrangements

(c)Name of noncharitable exempt organization

(b)Amount involved

(a)Line no.

52a Is the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizationsdescribed in section 501(c) of the Code (other than section 501(c)(3)) or in section 527? � NoYesIf “Yes,” complete the following schedule:b

(c)Description of relationship

(b)Type of organization

(a)Name of organization

Information Regarding Transfers To and Transactions and Relationships With NoncharitableExempt Organizations (See page 12 of the instructions.)

51 Did the reporting organization directly or indirectly engage in any of the following with any other organization described in section501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

NoYesTransfers from the reporting organization to a noncharitable exempt organization of:a51a(i)Cash (i)a(ii)Other assets(ii)

Other transactions:bb(i)Sales or exchanges of assets with a noncharitable exempt organization(i)b(ii)Purchases of assets from a noncharitable exempt organization(ii)b(iii)Rental of facilities, equipment, or other assets(iii)b(iv)Reimbursement arrangements(iv)b(v)Loans or loan guarantees(v)b(vi)Performance of services or membership or fundraising solicitations(vi)

cSharing of facilities, equipment, mailing lists, other assets, or paid employeescIf the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value of thegoods, other assets, or services given by the reporting organization. If the organization received less than fair market value in anytransaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received:

d

Part VII


Statement 1 United Way of AmericaForm 990 13-1635294Page: 1Part: IQuestion: 10

Sales of Inventory

Gross Sales of Inventory Amount

1. Publications 143,403.00 2. Film Sales 181,175.00 3. Other Sales Revenue 219,206.00

Gross Receipts 543,784.00

Statement 2 United Way of AmericaForm: 990 13-1635294Page: 1Part: IQuestion: 20

Other Changes in Net Assets or Fund Balances

Explanation Amount

Minimum pension liability charge. -$4,168,632.00

Total: -$4,168,632.00

Statement 3 United Way of AmericaForm 990 13-1635294

1

Part II, Line 22List of Recipients of Grants

Description of GrantRecipient Amount

Zero Health Disparities Program

United Way of the Bay Area $10,00050 California StreetSan Francisco, CA 94111

Orange County’s United Way $10,00018012 Mitchell Avenue SouthIrvine, CA 92614

United Way of Lee County $10,0007275 Concourse DriveFt. Myers, FL 33908

United Way of Miami- Dade $10,0003250 SW Third AvenueMiami, FL 33129

United Way of the Central Savannah River Area $10,000PO Box 1724Augusta, GA 30903

United Way of Central Georgia $10,000277 M. L. King , Jr. Blvd. W.Macon, GA 31201

United Way of Chaves County $10,000PO Box 301Roswell, NM 88202

United Way of Santa Fe County $10,000440 Cerillos RoadSanta Fe, NM 87501

United Way of Blount County $10,000421 High StreetMaryville, TN 37804


2

United Way of Metropolitan Tarrant County $10,000210 E. 9th StreetFort Worth, TX 76102

Volunteer Mobilization Grant

St. Croix Area United Way $9,250PO Box 305Stillwater, MN 55082

United Way of Greenville County, Inc. $5,000301 University Ridge, Suite 5300Greenville, SC 29601-4702

United Way of Tucson & Southern Arizona $4,625PO Box 86750Tucson, AZ 85754

Music Zone Grant

United Way of Central Indiana $20,000PO Box 88409Indianapolis, IN 46208

United Way of Genesee & Lapeer Counties $20,000202 E. Boulevard DriveFlint, MI 48503

United Way of Washington County $11,6004055 S. Old Missouri RoadSpringdale, AZ 72764


United Way of Sonoma-Mendocino $20,000PO Box ASanta Rosa, CA 95402

United Way of Central Naugatuck Valley $20,000PO Box 2688Waterbury, CT 06723


3

United Way of the Big Bend $20,000307 E. 7th AvenueTallahassee, FL 32303

United Way of Metropolitan Atlanta $19,550100 Edgewood Avenue, NEAtlanta, GA 30303

United Way of Central Iowa $20,0001111 Ninth StreetDes Moines, IA 50314

United Way of Mid-Maine $12,200PO Box 91Waterville, ME 04903

Greater Twin Cities United Way $20,000404 S. 8th StreetMinneapolis, MN 55404

United Way of Buffalo & Erie County $13,200742 Delaware AvenueBuffalo, NY 14209

United Way of Dutchess County $19,100PO Box 832Poughkeepsie, NY 12602

United Way of SE Pennsylvania $20,0007 Benjamin Franklin ParkwayPhiladelphia, PA 19103

Trident United Way $16,300PO Box 63305North Charleston, SC 29419

United Way of Greater Knoxville $20,000PO Box 326Knoxville, TN 37901

United Way of Rutherford County $20,000836 Commercial CourtMurfreesboro, TN 37133


4

United Way of Metropolitan Nashville $20,000PO Box 280420Nashville, TN 37228

United Way of Central Virginia $18,800PO Box 2434Lynchburg, VA 24501

United Way of Staunton and W. Augusta County $19,200PO Box 273Staunton, VA 24402

United Way of King County $20,000107 Cherry StreetSeattle, WA 98104

United Way of Fox Cities $16,9001820 Appleton RoadMenasha, WI 54952

United Way of Southeastern New England $20,000229 Waterman StreetProvidence, RI 02906

Volunteer Impact Initiative

United Way of Tucson & Southern Arizona $4,625PO Box 86750Tucson, AZ 85754

United Way of Monroe County $1,200PO Box 2910Key West, FL 33045

St. Croix Area United Way $9,250PO Box 305Stillwater, MN 55082

United Way of Allen County $2,010PO Box 11784Fort Wayne, IN 46860

Wilkes County United Way $2,100910 C StreetNorth Wilkesboro, NC 28659


5

United Way of Mifflin-Juniata $1,50013 East Third StreetLewistown, PA 17044

United Way of the Midlands $2,100PO Box 152Columbia, SC 29202


United Way of Greater Wichita County $1,8001105 Holiday StreetWichita Falls, TX 76307

Training for Technology Grant

United Way of Chittenden Co. $9,09195 Saint Paul StreetBurlington, VT 05401

United Way, Inc. $9,091523 W. 6th StreetLos Angeles, CA 90014

Research Triangle United Way $9,091PO Box 14428Research Triangle, NC 27709

United Way Crusade of Mercy $9,091560 W. Lake StreetChicago, IL 60661

United Way of New York City $9,0912 Park AvenueNew York, NY 10016

The United Way $9,09150 California StreetSan Francisco, CA 94111


6

United Way of Hillsboro City $9,0911000 N. Ashley DriveTampa, FL 33602

United Way of Massachusetts Bay $9,091245 Summer StreetBoston, MA 02210

United Way of Olmsted County $9,091903 W. Center StreetRochester, MN 55902

United Way of Metropolitan Tarrant County $9,091210 E. 9th StreetFort Worth, TX 76102

Mile High United Way $9,0912505 18th StreetDenver, CO 80211

United Way of the National Capital Area $9,09195 M StreetWashington, DC 20024

United Way Community Services $9,0911212 Griswold StreetDetroit, MI 48226

United Way of Broome County $9,091PO Box 550Binghamton, NY 13902

United Way of SE Pennsylvania $9,0917 Benjamin Franklin ParkwayPhiladelphia, PA 19103

United Way of Metro Atlanta $9,091PO Box 2692Atlanta, GA 30301

Crisis Response Grant

United Way of Greater Texarkana $9,000PO Box 106Texarkana, TX 75504


7

United Way of Illinois $9,000900 Jorie BlvdOak Brook, IL 60523

United Way of Eastern Kentucky $47,700PO Box 1446Prestonsburg, KY 41653

United Ways of New Jersey $39,5001415 Wyckoff RoadFarmingdale, NJ 07727

United Way of Essex & W. Hudson $175,000303-09 Washington StreetNewark, NJ 07102

United Way of Central Jersey $30,000PO Box 210Milltown, NJ 08850

United Way of Otero County $9,000PO Box 14Alamogordo, NM 88311

United Way of Central New Mexico $9,000302 8th Street, NWAlbuquerque, NM 87102

Curry County United Way $9,000PO Box 806Clovis, NM 88102

United Way of McKinley County $9,000PO Box 396Gallup, NM 87305

United Way of Chaves County $9,000PO Box 301Roswell, NM 88202

United Way of Long Island $50,000457 Commack RoadDeer Park, NY 11729


8

United Way of Rockland County $43,000PO Box 364West Nyack, NY 10994

United Way of Westchester/Putnam $49,380336 Central Park AvenueWhite Plains, NY 10606

Beaufort County United Way $25,000PO Box 1963Washington, NC 27889

Ohio United Way $9,00088 E. Broad StreetColumbus, OH 43215

McAlester United Way $50,000PO Box 68McAlester, OK 74502

United Ways of West Virginia $28,195One United Way SquareCharleston, WV 25301

United Way of the Virginias $45,838PO Box 6279 Blue Prince RdBluefield, WV 24701

United Way of Kanawha Valley $52,555One United Way SquareCharleston, WV 25301

Success by 6

United Way of Greater Tucson & Southern Arizona $135,000PO Box 86750Tucson, AZ 85754

United Way of Southwest New Mexico $100,000PO Box 1347Las Cruces, NM 88004-1347

United Way of Pinal County $30,300PO Box 10541Casa Grande, AZ 85230


9

United Way of Roanoke Valley, Inc. $150,000325 Campbell Ave SWRoanoke, VA 24016-3624

United Way of Siouxland $50,000PO Box 204Sioux City, IA 51102-0204

United Way of North Central Iowa $90,000PO Box 1465Mason City, IA 50402-1465

United Way Services $175,000PO Box 12209Richmond, VA 23241-0209

Mesa United Way $50,000225 East Main StreetMesa, AZ 85201

United Way of Calvert County $90,000PO Box 560Prince Frederick, MD 20678-0560

United Way of the Piedmont, Inc. $100,000PO Box 5624Spartanburg, SC 29304-5624

United Way of Brevard County $75,000937 Dixon BlvdCocoa, FL 32922-6806

United Way of Lexington-Rockbridge County $85,000PO Box 1094Lexington, VA 24450-1094

United Way of Metro Oklahoma City $240,000PO Box 837Oklahoma City, OK 73101-0837


10

United Way of Metropolitan Nashville $133,333PO Box 280420Nashville, TN 37228-0420

Tulare County United Way $25,2001975 S. Blackstone StreetTulare, CA 93274

United Way of Blount County $85,000421 Hugh St.Maryville, TN 37804-5830


United Way of Central Maryland, Inc. $175,000PO Box 1576Baltimore, MD 21203-1576

United Way of the Bay Area $240,00050 California St. Ste. 200San Francisco, CA 94111-4696

United Way of Sarasota County $100,0001445 Second StreetSarasota, FL 34236

United Way of the Big Bend $48,500307 East 7th AveTallahassee, TN 32303

United Way of Greater St. Louis, Inc. $133,333PO Box 14507Saint Louis, MO 63178-0507

United Way of SW Georgia $35,000PO Box 70429Albany, GA 31708

United Way of Aiken County, Inc. $85,000PO Box 699Aiken, SC 29802-0699


11

Area Wide United Way $30,0001858 Broadway StCape Girardeau, MO 63701-4553

United Way of Greater Knoxville $175,000PO Box 326Knoxville, TN 37901-0326

United Way-Thomas Jefferson Area $100,000806 E. High St.Charlottesville, VA 22902-5126

United Way of the Quad Cities Area $75,0003247 East 35th Street CourtDavenport, IA 52807

Heart of Florida United Way $125,000Dr. Nelson Ying CenterOrlando, FL 32804-4714

United Way of the Midlands $115,000PO Box 152Columbia, SC 29202-0152

United Way of Lane County $150,0003171 Gateway LoopSpringfield, OR 97477-1164

Salina Area United Way $500,000PO Box 355Salina, KS 67402

United Way of Greater St. Joseph $90,000PO Box 188Saint Joseph, MO 64502

United Way of the Columbia-Willamette $175,000619 SW 11th AvePortland, OR 97205-2646

United Way of Southern Nevada $100,000PO Box 70720Las Vegas, NV 89170


12

United Way of the National Capital Area $85,00095 M Street SWWashington, DC 20024-3622

Heart of America United Way $86,6671080 Washington StreetKansas City, MO 64105-2216

United Way of Central Florida $86,667PO Box 1357Highland City, FL 33846-1357

United Way of Central New Mexico $100,000302 8th St NWAlbuquerque, NM 87102-3024

United Way of North Carolina $90,000PO Box 2886Raleigh, NC 27602

United Way of Yakima County $100,000116 S 4th StreetYakima, WA 98901-2902

United Way of Sumter, Clarendon and Lee Counties, Inc. $110,000215 N Washington StreetSumter, SC 29150-4204

United Way of Central Carolina $175,000301 S. Brevard St.Charlotte, NC 28202

United Way of Greater Topeka $77,460PO Box 4188Topeka, KS 66604-0188

United Way of Metropolitan Atlanta $225,000PO Box 2692Atlanta, GA 30301-2692

United Way of Gaston County $40,000PO Box 2597Gastonia, NC 28053


13

United Way of Greater Greensboro $4,000PO Box 14998Greensboro, NC 27415

United Way of Central Georgia, Inc. $152,450277 Martin Luther King Jr BlvdMacon, GA 31201-3470

Bartlesville Regional United Way $50,000PO Box 7800Bartlesville, OK 74005

Triangle Area United Way $175,000PO Box 14428Triangle Park, NC 27709-4428

Heart of Georgia United Way $75,000PO Box 857Dublin, GA 31040-0857

Stillwater Area United Way $15,300PO Box 308Stillwater, OK 74076

United Way of Greater Chattanooga $100,000PO Box 4027Chattanooga, TN 37405-0027

United Way of W. Tennessee $33,600PO Box 2086Jackson, TN 38302

United Way of the Coastal Bend $175,000PO Box 9011Corpus Christi, TX 78469

United Way of San Antonio/Bexar $50,000PO Box 898San Antonio, TX 78293-0898

United Way of Lawton-Ft. Sill $87,500PO Box 66Lawton, OK 73502


14

Foothills United Way $100,000PO Box 2067Anderson, SC 29622-2067

United Way of Northern Arizona $100,000PO Box 577Flagstaff, AZ 86002-0577

United Way of the MidSouth $100,000P O Box 41897Memphis, TN 38174-1897

United Way of Spokane County $66,667P O Box 326Spokane, WA 99210-0326

Treasure Valley United Way $65,000P O Box 7963Boise, ID 83707-1963

United Way of San Joaquin County, Inc. $100,000P O Box 1585Stockton, CA 95201-3085

United Way of Benton & Franklin Counties $125,000401 N. Young StreetKennewick, WA 99336-7775

United Way Crusade of Mercy Inc $100,000560 West Lake St.Chicago, IL 60661-1420

United Way of Miami- Dade $195,000Ansin Bldg. 3250 SW Third AvenueMiami, FL 33129-2712

United Way California Capital Region $187,5008912 Volunteer Lane Ste 200Sacramento, CA 95826-3224

United Way of Rutherford County $35,000836 Commercial CourtMurfreesboro, TN 37133


15

United Way of Texas $125,000823 Congress AvenueAustin, TX 78701

United Way of Florida $73,500307 E. 7th AvenueTallahassee, FL 32303

United Way of Broward County $175,0001300 S. Andrews AvenueFort Lauderdale, FL 33316

United Way of Brownsville $50,000PO Box 511Brownsville, TX 78522

United Way of Marion County $75,000PO Box 1086Ocala, FL 34478

United Way of Greater Wichita County $35,0001105 Holiday StreetWichita Falls, TX 76307

Rappahannock United Way $35,000PO Box 398Fredericksburg, VA 22404

United Way of Harrisonburg and Rockingham County $35,000PO Box 326Harrisonburg, VA 22801

United Way of Latah/Moscow County $35,000PO Box 8211Moscow, ID 83843

United Way of SE Idaho $75,000PO Box 911Pocatello, ID 83204

United Way of Magic Valley $50,000PO Box 65Twin Falls, ID 83303


16

United Way of Central Virginia $35,000PO Box 2434Lynchburg, VA 24501

United Way of Henry County and Martinsville $16,300PO Box 951Martinsville, VA 24114

United Way of So Hampton Roads $50,000PO Box 41069Norfolk, VA 23541

United Way of Northern Shenandoah Valley $35,000PO Box 460Winchester, VA 22604

United Way of the Plains $75,000PO Box 47208Wichita, KS 67201

United Way of Fort Smith Area $80,000320 S. 18th StreetFort Smith, AR 72901

United Way of South Carolina $125,0002711 Middleburg DriveColumbia, SC 29204

Trident United Way $35,000PO Box 63305North Charleston, SC 29419

United Way of Greene County $50,000PO Box 364Greeneville, TN 37744

United Way of El Paso County $82,000PO Box 3488El Paso, TX 79923

United Way/Texas Gulf Coast $70,000PO Box 924507Houston, TX 77292


17

United Way of Odessa $70,000PO Box 632Odessa, TX 79760

United Way of Tyler/Smith County $135,0004000 Southpark DriveTyler, TX 75703

United Way of Island County $50,000PO Box 798Oak Harbor, WA 98277

United Way Inc $175,000523 W. 6th StreetLos Angeles, CA 90014

United Way of Monterey County $75,0002511 Garden RoadMonterey, CA 93940


United Way of Sonoma-Mendocino $35,000PO Box ASanta Rosa, CA 95402

United Way of Santa Cruz County $100,000PO Box 1458Capitola, CA 95010

Total $11,027,544

Statement 4 United Way of AmericaForm 990 13-1635294Page: 2Part: IIQuestion: 42

Depreciation

Description Useful Life Amount

Land 2,102,080 Building 35 yrs 11,956,714 Building Improvements 5-15 yrs 389,579 Furniture, Fixtures & Equipment 5 yrs 3,744,336

18,192,709 Accumulated Depreciation - Straightline Method (8,135,217)

Net Fixed Assets 10,057,492

Current Year Depreciation Expense 1,133,383

Statement 5 United Way of AmericaForm: 990 13-1635294Page: 2Part: IIQuestion: 43

Attachment listing other expenses for Part II

Description Total: Pgm Services Mgt and General Fundraising

Other Professional Fees $8,548,221.00 $8,159,484.00 $322,564.00 $66,173.00Subscriptions/Dues $280,086.00 $270,345.00 $9,675.00 $66.00Miscellaneous $410,484.00 $279,254.00 $131,229.00 $1.00

Total: $9,238,791.00 $8,709,083.00 $463,468.00 $66,240.00

Statement 6 United Way of AmericaForm 990 13-1635294Page: 2Part: III

Primary Exempt Purpose:

United Way of America's mission is to improve lives by mobilizing the caring powerof communities.

ProgramGrants and ServiceAllocations Expenses

a. Campaign/Resource Development includes marketing, consultation, resource development programs, corporate development, labor and diversity. 15,000 8,043,281

b. Communications/Advertising includes advertising and promotion, publishing and production of film and campaign materials, teleconferencing and production of the National Football League television spots. 5,000 4,808,752

c. Community Impact includes community building,Mobolization for America's Children, outcomemeasurement, public policy, special initiatives, grantsdevelopment and research services and programs. 10,992,544 19,645,568

d. External Services includes specific services providedto member United Way organizations, including executivesearch and professional referral, personnel consultation,career counseling, government relations, quality programs,pledge and information processing, and Second CenturyManagement Software. 7,000 3,955,627

e. Training/Conferences includes training programs forvolunteers and staff, and national conferences. 3,000 3,200,867

1

f. Field Relations includes consultative support to localUnited Way member organizations and regional councils. 5,000 1,994,471

Total Program Service Expenses 11,027,544 41,648,566

2

Statement 7 United Way of AmericaForm 990 13-1635294Page: 3Part: IVQuestion: 56

Investments-Other

ValuationDescription Method Amount

Investment in Sales Service/America (subsidiary) Cost 1,527,156

Total 1,527,156


Depreciation

Description Amount

Cost:Land 2,102,080 Building & Leaseholds 12,346,293 Furniture, Fixtures & Equipment 3,744,336

18,192,709 Less:Accumulated Depreciation (8,135,217)

Book Value 10,057,492

Statement 9 United Way of AmericaForm: 990 13-1635294Page: 3Part: IVQuestion: 58

Other Assets

Asset Description Amount

Pooled Income Fund & Charitable Gift Annuity $574,803.00Custodial Funds $8,172,860.00

Total: $8,747,663.00


Other Liabilities

Description Amount

Deferred Compensation 111,578 Post Retirement Benefits 4,607,170 Accrued Pension 4,267,900 Custodial Liability 574,803 Custodial Funds 8,172,860

Total 17,734,311

Statement 11 United Way of AmericaForm: 990 13-1635294Page: 4Part: V

Officers, Directors, Trustees, and Key Employees

Name and Address Title Hrs Comp. Benefits Expenses

Christopher H. Amundsen Interim President/CEO 50 $374,540.00 $33,479.00 $0.00701 N. Fairfax StreetAlexandria, VA 22314

Edward J. Christie, Jr. Treasurer/CFO 50 $143,842.00 $25,641.00 $0.00701 N. Fairfax StreetAlexandria, VA 22314

Uncompensated Members ofBoard of Governors

2

Statement 11 United Way of AmericaForm 990 13-1635294Part: V

UNITED WAY OF AMERICAUNCOMPENSATED

BOARD OF GOVERNORS

CHAIR:Elinor Johnstone Ferdon (2002)2

IMMEDIATE PAST CHAIR AND CHAIR, NOMINATING:

Dimon McFerson, Chairman (Retired), Nationwide

SECRETARY:

Roberto E. Santa Maria, Partner, PriceWaterhouse Coopers, LLP (Northeast, 2002) 2

NATIONAL FOOTBALL LEAGUE LIAISON:Paula Harper Bethea, Business Development Officer, Bethea, Jordan & Griffin, P.A. (2001) 2

CHAIR, COMMUNITY IMPACT:

Barbara J. Easterling, Secretary-Treasurer, Communications Workers of America (2003) 2

CHAIR, COMPENSATION AND HUMAN RESOURCES COMMITTEE:

Dorothy D. Shaw, Director, Organization Planning and Staffing, Northrop Grumman Ship Systems (2001) 2

CO-CHAIRS, DIVERSITY COMMITTEE:

Daniel J. Meyer, Retired Chairman and CEO, Milacron, Inc.

Michael M. Morgan, Esq., Partner, Tonkon Torp, LLP (Western, 2001) 1

CHAIR, ETHICS COMMITTEE:

Royetta K. Sanford, Director, Human Services Department, IBEW, AFL-CIO (2002) 1

CHAIR, FINANCE AND AUDIT COMMITTEE:

Richard W. Gushman, II, President, OKOA, Inc. (Western, 2002) 1

CHAIR, INTERNET STRATEGIES INITIATIVE:Sherman McCorkle, President and CEO, Technology Ventures Corp. (South Central), (2002) 1

CHAIR, LABOR PARTICIPATION:

Linda Chavez-Thompson, Executive Vice President, AFL-CIO (2002) 2

CHAIR, MARKETING COMMITTEE:Kent (Oz) C. Nelson, Chairman and CEO (Retired), United Parcel Service (2001) 2

CHAIR, MEMBER SERVICES COMMITTEE:

3

Kerrie Quinn, Vice President, Washington Mutual Business Banking (Western, 2003) 2

CHAIR, PUBLIC POLICY COMMITTEE:

Michael L. Lomax, Ph.D., President, Dillard University (2003) 2

CHAIR, REGIONAL COUNCIL CO-CHAIRS COMMITTEE:M. Dean Cole, Chief Executive Officer, Dresden Specialties, Inc. (Mid-America, 2002) 1

CHAIR, RESOURCE DEVELOPMENT COMMITTEE:

Hoyt R. “Barney” Barnett, Vice Chairman of the Board, Publix Super Markets, Inc. (2003) 2

CHAIR, NATIONAL ALEXIS deTOCQUEVILLE SOCIETY:Robert B. Gwyn, Retired Chairman and CEO, Agricultural Minerals & Chemicals (2003)

EXECUTIVE COMMITTEE AT-LARGE MEMBER:

Paul J. Tagliabue, Commissioner, National Football League (2003) 2

AT-LARGE BOARD MEMBERS:

Robert E. Berdelle, Vice President and CFO, Commonwealth Edison Company (2004)

Charlotte Lunsford Berry, (Southeast, 2003) 1

Robert W. Bogle, President/CEO, The Philadelphia Tribune (2003) 2

Grace H. Carpenter, Vice President, Davenport and Company (Southeast, 2001) 1

Mary E. Finger, International Vice President (2003) 1

William H. Gates, Sr., Co-Chairman and CEO, Bill and Melinda Gates Foundation (2003) 1

Cinda A. Hallman, President and Chief Executive Officer, Spherion (2003) 1

Thomas Y. Hobart, Jr., President, New York State United Teachers (Northeast, 2004)

Robert O. Kortkamp, Secretary-Treasurer Emeritus (South Central, 2001) 1

Robert K. Kraft, Owner and Chief Executive Officer, The Kraft Group (2002)

W. Jackson Letts, Chairman and CEO (Retired) (South Central, 2003) 2

Jack Little, President, JEL Interests (2002) 1

Edward J. McElroy, Secretary-Treasurer, American Federation of Teachers, AFL-CIO (2002) 1

Guy W. Millner, Chairman, Millner Holdings, Inc., and Founder, Norrell Corporation (2003) 2

4

James F. Moseley, Esq., President, Moseley, Warren, Prichard & Parrish (Southeast, 2002) 2

Scott Oki, Chief Executive Officer, The Oki Developments, Inc. (2002) 1

Leonard H. Roberts, Chairman and Chief Executive Officer, RadioShack Corp. (2002) 1

Richard L. Scott, Richard L. Scott Investments, LLC (2003) 2

William G. Tull, Independent Financial Consultant, WGT Associates, Inc. (2004)2 1

Tere Zubizarreta, President and Chief Executive Officer, Zubi Advertising Services, Inc. (2002) 2

STAFF ADVISOR:

Christopher H. Amundsen, Interim President and CEO, United Way of America

11First Term2Second Term

Statement 12 United Way of AmericaForm 990 13-1635294Page: 5Part: VIQuestion: 90

List of states with which a copy of United Way of America files copies of Form 990:

- Alabama- Arkansas- California- Connecticut- District of Columbia- Florida- Georgia- Illinois- Kansas- Kentucky- Maine- Maryland- Massachusetts- Michigan- Minnesota- Mississippi- New Hampshire- New Jersey- New Mexico- New York- North Carolina- North Dakota- Ohio- Oklahoma- Oregon- Pennsylvania- Rhode Island- South Carolina- Tennessee- Utah- Virginia- Washington- West Virginia- Wisconsin

Statement 13 United Way of AmericaForm 990 13-1635294Page: 6Part: VIII

Relationship of Activities

Line No. Relationship of Activities to the Accomplishment of Exempt Purposes

93a Fees generated from conferences held to promote community problem solving andencourage volunteer and mentoring programs.

93b Tuition receipts related to training programs conducted by the organizational learningservice area. Attendees at these National Academy of Volunteerism training programsinclude both professional staff and volunteers from a wide variety of United WayOrganizations throughout the United States.

93c Fees generated from participants in training and mentoring programs.

93d Fees for support services provided to local United Way organizations.

93e Fees generated from studio rentals provided to United Way organizations.

94 Dues charged to local United Way organizations for the provision of services to them.

102 Revenue generated from the sale of supplies and materials to local United Wayorganizations for fundraising.

103a-c Revenues generated which contribute to the accomplishment of the organization'sexempt purpose.

Statement 14 United Way of AmericaForm: 990 13-1635294Page: 6Part: IX

Taxable Subsidiaries

Name and Address EIN Pct Income Assets

Sales Service/America 62-1436182 100.00% $311,755.00 $3,325,169.003680 Wheeler AvenueAlexandria, VA 22304-6403

Nature of Bus. Activities Sales and Fulfillment

Statement 15 United Way of AmericaSchedule A 13-1635294Page: 2Part: IIIQuestion: 3

Statements About Activities

Explanation

Organizations with goals and activities similar to those of United Way of America (primarily local UnitedWays) are selected to receive grants based upon applications submitted. The purpose of the recipientorganization should be to assist members and other charitable organizations to efficiently solicit, collect,manage and disburse funds for charitable, social or philanthropic programs and services.

Statement 16 United Way of AmericaForm: Schedule A 13-1635294Page: 3Part: IV-AQuestion: 22

Other Income

Description 1999 1998 1997 1996

Cash Discounts $533.00 $6,638.00 $5,173.00 $0.00Interfund Transfers $430,796.00 $255,617.00 $116,871.00 $0.00Miscellaneous Revenue $350,130.00 $183,745.00 $210,487.00 $100,074.00

Total: $781,459.00 $446,000.00 $332,531.00 $100,074.00

Documents

2001 Form 990 - United Way Worldwide Form 990.pdfForm 990 (2001) Page 3 Balance Sheets (See Specific Instructions on page 24.) (B) End of year (A) Beginning of year Note: Where required,