2025-09-25T08:41:29-05:00 2025-06-30 871353108 Eisner Advisory Group LLC 130 North 18th Street Suite 3000 Philadelphia PA 191032757 990 2024-07-01 264444438 Unite for HER UNIT 6103229552 22 E King Street Malvern PA 19355 Susan Weldon CEO AND FOUNDER 6103229552 2025-09-24 1 0 HELEN M MARTIN P01330899 2158818800 2024 2025-03-06 01:10:19Z X Susan Weldon 22 E King Street Malvern PA 19355 6981801 0 X www.uniteforher.org X 2009 PA See Schedule O 12 12 28 400 0 0 4642571 5633697 0 0 100894 83936 328602 189790 5072067 5907423 2547903 3148436 0 0 1848018 2110065 0 0 681262 379649 546856 4775570 5805357 296497 102066 3468585 4960700 1833944 3228791 1634641 1731909 X Our mission is to enrich the health and well-being of those diagnosed with breast and ovarian cancers -for life - by funding and delivering integrative therapies. 0 0 4839641 3148436 OUTREACH AND EDUCATION:Unite for HER funds and delivers up to $2,000 worth of integrative therapies that each member chooses over the course of one year to help mitigate unwanted side effects and symptoms during treatment and beyond. This year, we served a total of 6,090 members, with 2,829 members being newly diagnosed with breast cancer, 2,590 members living with metastatic disease and 671 members with ovarian cancer, 444 of whom are living with recurrent ovarian cancer.Continued in Schedule O:Those living with advanced metastatic disease or recurrent ovarian cancer are provided ongoing support, where each can renew their passport of services every six months for as long as they need and Unite for HER is able to provide the funding and access. This is vital to adherence to treatments that are lifelong for this community. Backed by modern science, integrative therapies are shown to support patients' ability to adhere to their medical treatment plan, improve their quality of life, and must be accessible to all. Unite for HER answers that call, where our participants report a reduction in side effects from medical treatments, a reduction in stress, and an improvement in emotional well-being.In addition to the members served above, Unite for HER served 4,538 new members in our Empowered Living Program, which provides online information regarding the benefits of integrative therapies, cooking webinars, 6 week LIVE workshops, 1:1 nutrition counseling, and access to digital resources and experts. This new program, valued at $1000 per patient, allowed us to manage the high demand we experienced, without turning anyone away.In total, Unite for HER served 10,628 members this year in their programs. 4839641 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 173 0 1 28 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CO CA CT FL GA HI IL KS KY LA MA MD ME MI MN MS MO ND NH NV NJ NM NY NC OH OK OR PA RI SC TN UT VA WA WI WV WY DC X Joseph Fratinardo 4844672005 22 E King Street Malvern PA 19355 Meghan McVety Chair 3.00 X X 0 0 0 Consuela Fogarty Vice-chair 3.00 X X 0 0 0 Cathy Dougherty Treasurer 3.00 X X 0 0 0 Esperanza Martinez Neu Secretary 1.00 X X 0 0 0 Lola Fayanju Member 1.00 X 0 0 0 Amy Gallo Member 1.00 X 0 0 0 Stefania Nolano Member 1.00 X 0 0 0 Alexis Rose-Hamburg Member 1.00 X 0 0 0 Rachael Vaughn Ray Member 1.00 X 0 0 0 Cheldin Barlatt Rumer Member 1.00 X 0 0 0 Jeff Shapiro Member 1.00 X 0 0 0 Mark Shahin Member 1.00 X 0 0 0 Susan Weldon CEO and Founder 55.00 X 316780 0 16980 Joseph Fratinardo Financial Controller 8.00 X 22306 0 669 Gail Kelly VP Operations 40.00 X 153854 0 19355 Corianne Armstrong Director of Communications 40.00 X 119836 0 9697 Erin Pellegrin Director of Culinary Nutrition & Educ 40.00 X 118362 0 3551 Cameron C Cotrufello Director of Development 40.00 X 101005 0 3030 832143 0 53282 5 0 1 0 Hazley Builders 1101 Telegraph Rd West Chester PA 19380 Building renovations 225692 1 1467330 4166367 537907 5633697 83936 83936 7500 7500 1256668 1467330 1074378 182290 182290 5907423 0 0 273726 3148436 3148436 325193 212676 35771 76746 1537820 1005734 169160 362926 45828 29972 5041 10815 63976 41840 7038 15098 137248 89760 15097 32391 38023 24867 4183 8973 22204 14522 2442 5240 104966 35911 6040 63015 49353 32276 5429 11648 67857 44379 7464 16014 42208 27604 4643 9961 42772 27973 4705 10094 42471 27776 4672 10023 39341 25729 4328 9284 26490 17324 2914 6252 Bank charges/fees 37657 24628 4142 8887 Promotional materials 17205 17205 Staff development 11309 7396 1244 2669 Others 3718 3718 1282 838 141 303 5805357 4839641 284454 681262 275481 497145 1378095 938630 161860 181483 83680 18742 1309679 21841 0 1287838 1494996 1999998 46561 29061 27912 7803 3468585 4960700 1006765 1200730 817402 1408641 619420 9777 0 1833944 3228791 X 1634641 1731909 1634641 1731909 3468585 4960700 X 102066 5002 -9800 X 0 1 X 1 0 X 2427142 3510544 4043401 4826054 5633697 20440838 2427142 3510544 4043401 4826054 5633697 20440838 2614817 17826021 863 969 59550 100894 91436 253712 78129 51039 208438 145119 182290 665015 21359565 23736 0.83460 0.88580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 200000 200000 1089167 19887 1069280 20512 1954 18558 1287838 6 $250,000 Meridian Bank CD's 1500000 C Bank of America CD due 1/12/26 250812 F Morgan Stanley Bank CD due 4/16/26 249186 F 1999998 X 6067980 5002 172760 177762 5890218 17205 17205 5907423 5970712 172760 9800 182560 5788152 17205 17205 5805357 Part X, Line 2: The Organization is classified by the Internal Revenue Service as an organization described under Section 501(c)(3) of the Internal Revenue Code ("Code") and is exempt from federal and state income taxes under Section 501(a) of the Code. U.S. GAAP requires management to evaluate tax positions taken and recognize a tax liability if the Organization has taken an uncertain tax position that more likely than not would not be sustained upon examination by a government authority. Management has analyzed the tax positions taken by the Organization and has concluded that, as of June 30, 2025 and 2024, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The Organization recognizes accrued interest and penalties associated with uncertain tax positions, if any. There were no income tax related interest or penalties recorded for either of the years ended June 30, 2025 or 2024. Part XI, Line 4b - Other Adjustments: Signature events not on Sch G 17,205. Part XII, Line 2d - Other Adjustments: Bad Debts 9,800. Part XII, Line 4b - Other Adjustments: Signature events not on Sch G 17,205. Pink Invitational & Meet 1594477 634972 959505 223504 260294 34480 299426 Harvest 484523 328095 156428 64994 31210 13499 2500 18154 2 644998 504263 140735 28966 28876 68475 2723998 1467330 1256668 317464 291504 76855 2500 386055 1074378 182290 1 Passport and Empowered Living Programs 10628 2979184 169252 FMV SUPPLIES AND PRODUCTS USED TO SUPPORT THE WELLNESS PROGRAM Part I, Line 2: Passport usage is monitored monthly to ensure that all participants stay within their allotted grant amount. X X X X X 0 0 0 0 0 0 0 0 0 Susan Weldon CEO and Founder 290610 0 25500 0 670 0 9176 0 7804 0 333760 0 0 0 Gail Kelly VP Operations 138350 0 14100 0 1404 0 4905 0 14450 0 173209 0 0 0 X Auction items and non-cash prizes 8375 222777 FMV X Education and wellness supplies 31314 169252 wholesale cost X Event Material, equipment, other event expenses 14121 104208 FMV X Event food and beverages 10260 41670 FMV 0 0 0 Part I, Column (b): Line 25 education and wellness count represents the total number of items contributed. Lines 26, 27 and 28 are auction items and non-cash prizes, along with event food, material and equipment counts which represent the total number of unique non-cash contributions received from a donor. FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: Our mission is to enrich the health and well-being of those diagnosed with breast and ovarian cancers for life by educating, funding and delivering integrative therapies. Backed by modern science, integrative therapies are shown to support patients' ability to adhere to their medical treatment plans and improve their quality of life. These therapies must be accessible to all. Unite for HER answers that call, where our participants report a reduction in side effects from medical treatments, better adherence to treatments, a reduction in stress, a reduction in financial strain, and an improvement in emotional well-being. Key Highlights This year, Unite for HER celebrated a remarkable milestone - our 15th anniversary as a nonprofit. What began as a local mission has now grown into a national movement, serving more than 37,500 breast and ovarian cancer patients - women and men newly diagnosed, as well as those living with metastatic disease. With our membership now surpassing 10,000 individuals each year, the need for expansion was undeniable. In response, we joyfully opened the doors to our new permanent home, a 7,800-square-foot headquarters purchased by Unite for HER in Malvern, PA. This investment not only reflects the stability of our organization but also ensures a lasting foundation for the future. Unite for HER continued to grow and innovate in fiscal 2025, expanding access to our signature Wellness Passport Program. This year, we provided integrative care support to 6,090 members nationwide through our Passport Program, services, virtual offerings, and direct home delivery. Our unique program and online community educate both newly diagnosed breast and ovarian cancer patients, as well as those living with metastatic disease, on the power of integrative therapies. These include medical acupuncture, oncology massage, reiki, yoga, fresh vegetable shares, meal delivery, meditation, exercise, professional counseling, and whole-food nutrition counseling - all designed to ease the side effects and symptoms of traditional treatment. In response to overwhelming demand, we launched the Empowered Living Program - a complementary initiative ensuring that no one is left behind, regardless of diagnosis date or disease stage. Through this program, members receive a care box delivered to their homes, connecting them to vital education, 6 week in-person workshops and our vibrant online community. Built and staffed in-house, Empowered Living has allowed us to scale sustainably while meeting patients exactly where they are. This year, 4,538 individuals participated in the Empowered Living Program, bringing the total served across both programs to 10,628 members, 3,000 more than anticipated. In October 2024, Unite for HER proudly launched a strategic partnership called Care for HER, with TOUCH, The Black Breast Cancer Alliance, to shine a light on the disparities Black women face in breast cancer care. Together, during Breast Cancer Awareness Month, we led a powerful campaign to educate the public, deliver culturally aligned nurse navigation, and expand access to integrative therapies. Through this collaboration, Black women with breast cancer received direct support - an important step toward advancing health equity and improving outcomes. Building on this progress, we look forward to presenting our findings, ensuring that the voices and needs of Black women remain at the forefront of breast cancer research and care. Fiscal 2025 also marked meaningful growth and expansion for our Wellness Program in Delaware, made possible by the generosity of the Longwood Foundation and the Delaware Community Foundation. With their support, and other meaningful donations, Unite for HER served 246 individuals with breast and ovarian cancer across the state. The outcomes from this expansion demonstrate the true impact of our model of care: 83% reported our program reduced at least one financial strain. 71% agreed it helped them remain on their prescribed medical treatment plan. 90% agreed it improved their quality of life. 90% reported decreased stress levels. 76% reported significant improvement in side effect management. 16% were able to eliminate at least one prescribed or over-the-counter medication. 86% agreed it helped them eat healthier foods. These results are more than numbers - they are lives transformed. They show how integrative care can ease financial burdens, restore balance, and improve health outcomes for those facing cancer. We are honored to share this data as proof of the life-changing difference Unite for HER makes, and as a roadmap for expanding our Wellness Program to other states eager to bring this critical support to their cancer communities. We continue to link arms nationwide with organizations and corporations that share our goal of bridging health equity gaps and supporting those underserved. This has allowed us to make a significant impact in underserved, underrepresented, and under supported communities. Our national presence prioritizes this mutual goal, by providing critical access to integrative therapies for women of color, knowing that the mortality rate for Black women is 41% higher than that of white women. We have become a trusted resource for resolving health inequities, with partners committed to our mission. Currently, 57% of the members we serve are from underrepresented and underserved communities. This year, Unite for HER expanded our reach and impact through innovative education and community programming designed to empower patients in their own care. Through the HER Speaker Series, Virtual Hangouts, and Ask the Expert education events, we engaged our community with accessible, trusted resources that received more than 35,500 views. Over the course of the year, we hosted 61 Wellness Orientations, 48 live cooking demonstrations (with 2,389 participants), and 26 six-week Wellness Workshops - for a total of 219 virtual outreach events. Our online campaigns also broke new ground. During a month-long "Potty Talk" initiative, using Reddit, a new social engagement platform for us, which addressed the gastrointestinal side effects that can lead some women to abandon treatment. We reached an incredible 1.6 million impressions, ensuring women felt supported and informed. These UFH Connect Education Programs not only deliver education but also foster self-advocacy. Members consistently report feeling more confident in discussing treatment and lifestyle decisions with their healthcare providers because of the knowledge and community gained through Unite for HER. Each month, leading experts lend their voices to create a safe, supportive space rooted in hope, trust, and empowerment, keeping the patient voice at the center of everything we do. Our investment in education has yielded strong results: This year we experienced significant engagement, with a 15% increase in the total reach of educational content, 8% increase in On Demand views, 48% increase in Live Attendance, and 31% increase in subscribers. All of this can be found in our newly designed HER Library for ease of access. In Fiscal 2025, Unite for HER strengthened its leadership and governance to support our continued national growth. We proudly welcomed three new board members - Dr. Lola Fayanju, Dr. Stefania Nolana, and Rachael Ray - each bringing expertise in critical areas to guide our expansion. In addition, we appointed two new professional advisors, Dr. Maryam Lustberg and Colleen Proctor, whose insights will further enhance our programs and impact. Our mission is powered by people. Alongside our dedicated 400 annual volunteers, we hosted 16 employee giving days and corporate box builds this year. These events not only engage corporate partners in meaningful service, but also directly fuel the growth of our signature Care Box Program. Each care box is delivered to a patient's home as their first point of entry into Unite for HER's services, and thanks to the generosity of our corporate teams, the contents are both fulfilled and funded as part of their give-back. Our voice and expertise also continue to shape the national conversation on integrative cancer care. Our CEO and senior leadership team were honored to serve on multiple roundtables, boards, and panels, sharing our program findings, advancing strategies that help patients adhere to treatment, and aligning with advocacy partners who share our vision of equitable, and whole-person cancer care. Together - with our board, advisors, volunteers, corporate partners, and advocates, Unite for HER is building a strong foundation to ensure every patient feels supported, cared for, and empowered. "It is a luxury to take care of oneself; it is an honor and a privilege to take care of others." Form 990, Part VI, Section B, line 11b An audit is conducted and financial statements are prepared prior to the preparation of the form 990. Once the form 990 is prepared, the board reviews the return with the audited financial statements. Form 990, Part VI, Section B, line 12c The organization requires that each member of the board, committee with delegated board powers, and certain volunteers, annually complete a disclosure statement affirming that such person has received and read, and understands and agrees to comply with the conflict of interest policy. When a potential conflict exists, the interested person may make a presentation at the board or committee meeting where the financial interest and all material facts are disclosed, then the interested person leaves the meeting while the determination of whether conflict of interest exists is discussed and consensus is reached. Form 990, Part VI, Section B, line 15 The CEO's, Susan Weldon, remuneration is established annually by the board of directors and the finance committee. This compensation structure comprises a base salary and a performance-based bonus. The bonus is tied to the CEO's responsibility for driving the organization's strategic plan, financial accountability, and mission-aligned objectives. Remarkably, all these goals were met or exceeded, leading to the board's approval of a bonus for the CEO at the conclusion of the fiscal year. Form 990, Part VI, Section C, line 19 The organization's annual report and form 990 are available on the organization's website. the governing documents and financial statements are made available upon request. Form 990, Part XI, line 9: Bad Debts -9,800.