UNITED WAY OF THE VALLEY & GREATER UTICA AREA INC: Form 990, tax year 2022
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- Organization
- UNITED WAY OF THE VALLEY & GREATER UTICA AREA INC (EIN 15-0532074)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-09
- IRS object ID
- 202411309349303136
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-09T15:22:55-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161131146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONADIO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 432 N FRANKLIN ST | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 150532074 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF THE MOHAWK VALLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 3157334691 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 258 GENESEE STREET | AddressLine1Txt |
| City | UTICA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13502 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN LITERA | PersonNm |
| Person Title | CEO/EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3157334691 | PhoneNum |
| Signature | 2024-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | LITERA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA HANN | PreparerPersonNm |
| PTIN | P01715748 | PTIN |
| Phone | 3154227109 | PhoneNum |
| Preparation | 2024-05-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUSAN LITERA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 258 GENESEE STREET | AddressLine1Txt |
| City | UTICA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,495,078 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITEDWAYMV.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1921 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | PROMOTE INDIVIDUAL WELL BEING, STRENGTHEN FAMILIES, AND IMPROVE QUALITY OF LIFE IN OUR COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 25 | TotalEmployeeCnt |
| Total Volunteers | 485 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,212,950 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,360,499 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,554 | PYInvestmentIncomeAmt |
| CY Investment Income | $15,745 | CYInvestmentIncomeAmt |
| PY Other Revenue | $157,373 | PYOtherRevenueAmt |
| CY Other Revenue | $98,873 | CYOtherRevenueAmt |
| PY Total Revenue | $3,372,877 | PYTotalRevenueAmt |
| CY Total Revenue | $2,475,117 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $677,169 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $768,645 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,307,678 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $960,652 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $459,744 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,455,396 | PYOtherExpensesAmt |
| CY Other Expenses | $1,085,992 | CYOtherExpensesAmt |
| PY Total Expenses | $3,440,243 | PYTotalExpensesAmt |
| CY Total Expenses | $2,815,289 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$67,366 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$340,172 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,028,065 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,844,085 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $587,025 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $617,368 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,441,040 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,226,717 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROMOTE INDIVIDUAL WELL BEING, STRENGTHEN FAMILIES, AND IMPROVE THE QUALITY OF LIFE IN OUR COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,067,167 | ExpenseAmt |
| Grant | $768,645 | GrantAmt |
| Revenue | $77,718 | RevenueAmt |
| Desc | THE MISSION OF UWMV IS TO MOBILIZE THE CARING POWER OF THE MOHAWK VALLEY COMMUNITY. STRATEGIC COMMUNITY INVESTMENT FUNDING IS CONCENTRATED AROUND COLLABORATIVE PARTNERSHIPS AND COALITIONS, ASSESSMENT OF COMMUNITY NEEDS, AND THE DISTRIBUTION OF FUNDS TO SUPPORT PROGRAMS IN THE FOLLOWING FOCUS AREAS: EDUCATION, HEALTH, AND FINANCIAL STABILITY. MORE SPECIFICALLY, EARLY EDUCATION, CHILDCARE, AND HOMELESSNESS PREVENTION CONTINUE TO BE INVESTMENT AREAS. THE UWMV FUNDED 29 AGENCIES IN THIS FISCAL YEAR IN ADDITION TO UWMV-LED 3 INITIATIVES: READY FOR KINDERGARTEN, ACADEMICS FIRST EXTENDED DAY CHILDCARE CENTER, AND 211 MID-YORK. | Desc |
| Total Program Service Expenses | $2,067,167 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 46 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 25 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN LITERA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3157334691 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 258 GENESEE STREET | AddressLine1Txt |
| City | UTICA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13502 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| WILLIAM F PERROTTI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MELISSA MANN | ||||||
| DEVELOPMENT CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HANKA GRABOVICA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIN M BUSHINGER | ||||||
| MARKETING & COMMUNICATION CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK DILORENZO | ||||||
| AUDIT CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARC BUTLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW A NICHOLL | ||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| NORMA CHRISMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EDWARD M BARONE III | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRUCE HAIRSTON | ||||||
| COMMUNITY IMPACT CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICK HARRINGTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK S LEWANDROWSKI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIFFANY SESTIR | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KIMBERLY B VANDUREN | ||||||
| GOVERNANCE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SABRINA FRYMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER ADJODHA-EVANS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROSS BERNTSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN ECKMAIR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PHYLLIS BRELAND | ||||||
| ADVOCACY CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MILLIE OCCHIONERO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DALE SEATON | ||||||
| ENGAGEMENT CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TYLER BRENNAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HILARIE LYNN | ||||||
| DEVELOPMENT CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIN GUTIERREZ MATT | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $5,675 | $0 | $2,838 | Yes (X) | |
| JAIME BONFARDICE | ||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $77,373 | $0 | $0 | Yes (X) | |
| MATTHEW CARACAS | ||||||
| CHIEF EXECUTIVE OFFICER/SECRETARY | 40.00 | $59,687 | $0 | $0 | Yes (X) | |
| SUSAN LITERA | ||||||
| CEO/EXECUTIVE DIRECTOR | 1.00 | $4,385 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $147,120 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,838 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $1,108,916 | FederatedCampaignsAmt |
| Government Grants | $1,101,984 | GovernmentGrantsAmt |
| All Other Contributions | $149,599 | AllOtherContributionsAmt |
| Noncash Contributions | $8,470 | NoncashContributionsAmt |
| Total Contributions | $2,360,499 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,293 | TotalRevenueColumnAmt |
| Exclusion | $16,293 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,250 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,250 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,250 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,250 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,338 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,886 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$548 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$548 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$548 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $36,682 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $16,075 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,607 | TotalRevenueColumnAmt |
| Exclusion | $20,607 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MISC | 561000 | $50,474 | $50,474 |
| MANAGEMENT FEES | 561000 | $11,542 | $11,542 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $62,016 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,475,117 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $77,718 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $36,900 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $768,645 | TotalAmt |
| Program Services | $768,645 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,504 | TotalAmt |
| Program Services | $66,762 | ProgramServicesAmt |
| Management And General | $18,247 | ManagementAndGeneralAmt |
| Fundraising | $39,495 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $713,394 | TotalAmt |
| Program Services | $381,643 | ProgramServicesAmt |
| Management And General | $100,012 | ManagementAndGeneralAmt |
| Fundraising | $231,739 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,938 | TotalAmt |
| Program Services | $9,926 | ProgramServicesAmt |
| Management And General | $6,724 | ManagementAndGeneralAmt |
| Fundraising | $6,288 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,654 | TotalAmt |
| Program Services | $23,350 | ProgramServicesAmt |
| Management And General | $7,056 | ManagementAndGeneralAmt |
| Fundraising | $8,248 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,162 | TotalAmt |
| Program Services | $33,444 | ProgramServicesAmt |
| Management And General | $8,751 | ManagementAndGeneralAmt |
| Fundraising | $18,967 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,150 | TotalAmt |
| Program Services | $21,045 | ProgramServicesAmt |
| Management And General | $1,273 | ManagementAndGeneralAmt |
| Fundraising | $832 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,333 | TotalAmt |
| Program Services | $4,013 | ProgramServicesAmt |
| Management And General | $895 | ManagementAndGeneralAmt |
| Fundraising | $1,425 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $664,266 | TotalAmt |
| Program Services | $603,866 | ProgramServicesAmt |
| Management And General | $36,539 | ManagementAndGeneralAmt |
| Fundraising | $23,861 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,366 | TotalAmt |
| Program Services | $8,868 | ProgramServicesAmt |
| Management And General | $3,422 | ManagementAndGeneralAmt |
| Fundraising | $6,076 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,689 | TotalAmt |
| Program Services | $61,228 | ProgramServicesAmt |
| Management And General | $50,903 | ManagementAndGeneralAmt |
| Fundraising | $56,558 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,812 | TotalAmt |
| Program Services | $495 | ProgramServicesAmt |
| Management And General | $624 | ManagementAndGeneralAmt |
| Fundraising | $693 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,249 | TotalAmt |
| Program Services | $26,846 | ProgramServicesAmt |
| Management And General | $28,882 | ManagementAndGeneralAmt |
| Fundraising | $32,521 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,060 | TotalAmt |
| Program Services | $1,672 | ProgramServicesAmt |
| Management And General | $301 | ManagementAndGeneralAmt |
| Fundraising | $1,087 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,743 | TotalAmt |
| Program Services | $3,114 | ProgramServicesAmt |
| Management And General | $1,504 | ManagementAndGeneralAmt |
| Fundraising | $125 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,406 | TotalAmt |
| Program Services | $24,340 | ProgramServicesAmt |
| Management And General | $5,427 | ManagementAndGeneralAmt |
| Fundraising | $8,639 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,838 | TotalAmt |
| Program Services | $1,944 | ProgramServicesAmt |
| Management And General | $2,792 | ManagementAndGeneralAmt |
| Fundraising | $3,102 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,672 | TotalAmt |
| Program Services | $2,081 | ProgramServicesAmt |
| Management And General | $3,122 | ManagementAndGeneralAmt |
| Fundraising | $3,469 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CAMPAIGN SUPPLIES | $36,420 | $15,528 | $8,257 | $12,635 |
| SUPPLIES | $9,129 | $4,442 | $2,220 | $2,467 |
| MEMBERSHIP DUES & SUBSC | $4,132 | $1,436 | $1,277 | $1,419 |
| BANK FEES | $2,727 | $2,479 | $150 | $98 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,815,289 | TotalAmt |
| Program Services | $2,067,167 | ProgramServicesAmt |
| Management And General | $288,378 | ManagementAndGeneralAmt |
| Fundraising | $459,744 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,773 | BOYAmt |
| EOY | $231,402 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,881 | BOYAmt |
| EOY | $263,889 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,267,081 | BOYAmt |
| EOY | $749,437 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,014 | BOYAmt |
| EOY | $12,066 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $63,102 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,170 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,424 | BOYAmt |
| EOY | $37,932 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,286,892 | BOYAmt |
| EOY | $1,549,359 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,028,065 | BOYAmt |
| EOY | $2,844,085 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $307,952 | BOYAmt |
| EOY | $234,020 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,938 | BOYAmt |
| EOY | $2,938 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,738 | BOYAmt |
| EOY | $55,738 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,397 | BOYAmt |
| EOY | $324,672 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $587,025 | BOYAmt |
| EOY | $617,368 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,766,217 | BOYAmt |
| EOY | $1,486,880 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $674,823 | BOYAmt |
| EOY | $739,837 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,441,040 | BOYAmt |
| EOY | $2,226,717 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,028,065 | BOYAmt |
| EOY | $2,844,085 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$340,172 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $125,849 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,326,440 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,309,992 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,468,045 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,212,950 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,360,499 | CurrentTaxYearAmt |
| Total | $14,677,926 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,326,440 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,309,992 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,468,045 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,212,950 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,360,499 | CurrentTaxYearAmt |
| Total | $14,677,926 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $14,677,926 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,669 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,767 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,054 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,340 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,293 | CurrentTaxYearAmt |
| Total | $47,123 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,616 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,844 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,924 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,554 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,016 | CurrentTaxYearAmt |
| Total | $192,954 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,918,003 | TotalSupportAmt |
| Public Support CY170 | 0.98390 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98590 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $674,561 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $64,988 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $739,549 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $798,042 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$123,481 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $674,561 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $608,500 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $189,542 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $798,042 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $681,364 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$23,158 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$49,706 | OtherExpendituresAmt |
| End Year Balance | $608,500 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $659,711 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $21,653 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $681,364 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.62810 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.37190 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $63,102 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,170 | DepreciationAmt |
| Book Value | $37,932 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $37,932 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INTEREST IN ASSETS HELD BY THIRD PARTY | $1,330,120 |
| CUSTODIAL FUNDS | $55,738 |
| RIGHT OF USE LEASE ASSET | $163,501 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,549,359 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CAMPAIGN DESIGNATIONS PAYABLE | $161,558 |
| LEASE LIABILITIES | $163,114 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $324,672 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,431,274 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $3,695 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $125,849 | OtherRevenueAmt |
| Revenue Not Reported | $129,544 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,301,730 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $6,333 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $167,054 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $173,387 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,475,117 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,645,597 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $3,695 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $3,695 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,641,902 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $6,333 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $167,054 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $173,387 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,815,289 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE UNITED WAY IS SERVING AS A CUSTODIAN FOR FUNDS FOR EVENTS TO BE HELD BY OUTSIDE ORGANIZATIONS IN A SUBSEQUENT YEAR. |
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE CURRENTLY HELD BY THE COMMUNITY FOUNDATION OF HERKIMER & ONEIDA COUNTIES, INC. THESE FUNDS CONSIST OF DONOR-RESTRICTED CONTRIBUTIONS AND AMOUNTS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. THE BOARD DESIGNATED PORTION ALONG WITH EARNINGS ARE USED TO COVER OPERATING OR OTHER COSTS AS NEEDED AT THE DISCRETION OF THE BOARD OF DIRECTORS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN BENEFICIAL INTEREST IN AGENCY FUND INVESTMENT 125,849. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATED CONTRIBUTIONS 167,054. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATED CONTRIBUTIONS 167,054. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | VOLUNTEERS UNITED | Event1Nm |
| Gross Receipts Event1 | $10,000 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $10,000 | GrossRevenueEvent1Amt |
| Event2 | SARANAC | Event2Nm |
| Gross Receipts Event2 | $6,000 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $6,000 | GrossRevenueEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $15,085 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $15,085 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $11,693 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $31,085 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $31,085 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $11,693 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $11,693 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $19,392 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| CATHOLIC CHARITIES OF HERKIMER COUNTY | ||||||
| 61 WEST STREET | ILION | NY | 13357 | $0 | $29,245 | FUNDED PARTNER |
| JOHNSON PARK CENTER | ||||||
| 26 JOHNSON PARK | UTICA | NY | 13501 | $0 | $75,067 | FUNDED PARTNER |
| LEGAL AID SOCIETY OF MID-NEW YORK | ||||||
| 255 GENESEE STREET | UTICA | NY | 13501 | $0 | $14,232 | FUNDED PARTNER |
| NEIGHBORHOOD CENTER OF UTICA | ||||||
| 293 GENESEE STREET | UTICA | NY | 13501 | $0 | $19,656 | FUNDED PARTNER |
| SALVATION ARMY OF UTICA | ||||||
| 14 CLINTON PLACE | UTICA | NY | 13501 | $0 | $29,955 | FUNDED PARTNER |
| THEA BOWMAN HOUSE | ||||||
| 731 LAFAYETTE STREET | UTICA | NY | 13502 | $0 | $61,451 | FUNDED PARTNER |
| YMCA OF THE MOHAWK VALLEY | ||||||
| 83 E MAIN ST | MOHAWK | NY | 13407 | $0 | $26,579 | FUNDED PARTNER |
| EMPOWERED PATHWAYS | ||||||
| 502 COURT STREET | UTICA | NY | 13502 | $0 | $7,366 | FUNDED PARTNER |
| ACR HEALTH'S MOBILE HIVSTI PREVENTION SERVICES OF MV | ||||||
| 287 GENESSEE STREET | UTICA | NY | 13502 | $0 | $13,369 | FUNDED PARTNER |
| CORNERSTONE COMMUNITY CHRUCH | ||||||
| 500 PLANT ST | UTICA | NY | 13502 | $0 | $23,216 | FUNDED PARTNER |
| ELDERLIFE INC DBA PARKWAY CENTER | ||||||
| 220 MEMORIAL PKWY | UTICA | NY | 13501 | $0 | $30,450 | FUNDED PARTNER |
| HOPE HOUSE AKA PETER MAURIN HOUSE | ||||||
| 130 EAGLE ST | UTICA | NY | 13501 | $0 | $18,000 | FUNDED PARTNER |
| MIDTOWN UTICA COMMUNITY CENTER | ||||||
| 40 FAXTON ST | UTICA | NY | 13501 | $0 | $20,229 | FUNDED PARTNER |
| MOHAWK VALLEY COMMUNITY ACTION AGENCY | ||||||
| 9882 RIVER RD | UTICA | NY | 13502 | $0 | $12,000 | FUNDED PARTNER |
| MOHAWK VALLEY LATINO ASSOCIATION | ||||||
| 28 SCOTT ST | UTICA | NY | 13501 | $0 | $9,072 | FUNDED PARTNER |
| ON POINT FOR COLLEGE INC | ||||||
| 500 PLANT ST | UTICA | NY | 13502 | $0 | $17,257 | FUNDED PARTNER |
| REBUILDING THE VILLAGE | ||||||
| 410 JAMES ST | UTICA | NY | 13501 | $0 | $31,986 | FUNDED PARTNER |
| THE CENTER | ||||||
| 201 BLEEKER ST | UTICA | NY | 13501 | $0 | $20,820 | FUNDED PARTNER |
| UPSTATE FAMILY HEALTH CENTER | ||||||
| 1001 NOYES ST | UTICA | NY | 13502 | $0 | $23,866 | FUNDED PARTNER |
| YMCA OF THE GREATER TRI-VALLEY | ||||||
| 301 W BLOOMFIELD ST | UTICA | NY | 13442 | $0 | $14,229 | FUNDED PARTNER |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | LINE 11A EXPLANATION - AUDIT COMMITTEE REVIEWS THE UNITED WAY'S 990 WITH MANAGEMENT AND THEN THE BOARD OF DIRECTORS WILL REVIEW AND APPROVE PRIOR TO FILING AND RELEASING IT TO THE PUBLIC. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, ALL STAFF, BOARD MEMBERS AND VOLUNTEERS ARE REQUIRED TO DISCLOSE ANY CONFLICT OF INTEREST BY SIGNING "CODE OF ETHICS" QUESTIONNAIRES. THE AUDIT COMMITTEE CHAIR THEN REVIEWS THE QUESTIONNAIRES FOR CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | OUR COMPENSATION PHILOSOPHY STATEMENT STATES THAT THE POLICY OF THE UNITED WAY OF THE VALLEY & GREATER UTICA AREA IS TO PROVIDE COMPENSATION THAT IS FAIR, REASONABLE AND CONSISTENT WITH COMPENSATION PAID IN THE NON-PROFIT SECTOR FOR POSITIONS OF COMPARABLE WORTH, COMPLEXITY AND RESPONSIBILITY. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SHALL DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR UNDER THE GUIDELINES SET FORTH IN THE COMPENSATION POLICY USING THE FOLLOWING PROCESS: 1) ANNUAL BENCHMARKING 2) SALARY RANGES - THREE BROADBAND LEVELS A) DIRECTOR LEVEL B) PROFESSIONAL/SUPPORT LEVEL C) ADMINISTRATIVE 3) PERFORMANCE REVIEWS |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNITED WAY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE UNITED WAY OFFICES. IN ADDITION, THE FINANCIAL STATEMENTS AS FILED WITH THE CHARITIES BUREAU ARE AVAILABLE ON THAT AGENCY'S WEB SITE AND THE UNITED WAY'S WEBSITE. |
| FORM 990, PART IX, LINE 11G | OTHER SERVICES: PROGRAM SERVICE EXPENSES 603,866. MANAGEMENT AND GENERAL EXPENSES 36,539. FUNDRAISING EXPENSES 23,861. TOTAL EXPENSES 664,266. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST IN AGENCY FUND INVESTMENT 125,849. |
| FORM 990 PART XII, LINE 2C. | NO CHANGE TO PROCESS |
Comments