2023-05-11T13:13:58-05:00 2022-06-30 161131146 BONADIO & CO LLP 7936 SENECA TURNPIKE CLINTON NY 13323 990 2021-07-01 150532074 UNITED WAY OF THE MOHAWK VALLEY UNIT 3157334691 258 GENESEE STREET UTICA NY 13502 JAIME BONFARDICE CFO 3157334691 2023-05-11 1 JAIME BONFARDICE 999009999 HEATHER LESSELS P00433206 3157977781 2023-05-03 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MATTHEW CARACAS 258 GENESEE STREET UTICA NY 13502 3416267 0 X WWW.UNITEDWAYMV.ORG X 1921 NY PROMOTE INDIVIDUAL WELL BEING, STRENGTHEN FAMILIES, AND IMPROVE QUALITY OF LIFE IN OUR COMMUNITY. 22 22 30 550 0 0 3468045 3212950 0 0 2440 2554 128854 157373 3599339 3372877 714746 677169 0 0 1353714 1307678 0 0 419435 1244389 1455396 3312849 3440243 286490 -67366 3142804 3028065 416179 587025 2726625 2441040 TO PROMOTE INDIVIDUAL WELL BEING, STRENGTHEN FAMILIES, AND IMPROVE THE QUALITY OF LIFE IN OUR COMMUNITY. 0 0 2761613 677169 34270 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. 2761613 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 18 0 1 30 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X X JAIME BONFARDICE 3157334691 258 GENESEE STREET UTICA NY 13502 WILLIAM F PERROTTI DIRECTOR 1.00 X 0 0 0 MELISSA MANN RESOURCE DEVELOPMENT CHAIR 1.00 X 0 0 0 HANKA GRABOVICA DIRECTOR 1.00 X 0 0 0 ERIN M BUSHINGER MARKETING CHAIR 1.00 X 0 0 0 FRANK DILORENZO AUDIT CHAIR 1.00 X 0 0 0 MARK BUTLER DIRECTOR 1.00 X 0 0 0 MATTHEW A NICHOLL PRESIDENT 1.00 X X 0 0 0 GREGORY M MORRA FINANCE CHAIR 1.00 X X 0 0 0 NORMA CHRISMAN DIRECTOR 1.00 X 0 0 0 EDWARD M BARONE DIRECTOR 1.00 X 0 0 0 BRUCE HAIRSTON COMMUNITY IMPACT CHAIR 1.00 X 0 0 0 PAT HARRINGTON DIRECTOR 1.00 X 0 0 0 MARK S LEWANDROWSKI DIRECTOR 1.00 X 0 0 0 TIFFANY SESTIR VICE PRESIDENT 1.00 X X 0 0 0 KIMBERLY VANDUREN DIRECTOR 1.00 X 0 0 0 SABRINA FRYMAN DIRECTOR 1.00 X 0 0 0 JENNIFER ADJODHA-EVANS DIRECTOR 1.00 X 0 0 0 ROSS BERNTSON DIRECTOR 1.00 X 0 0 0 JOHN ECKMAIR DIRECTOR 1.00 X 0 0 0 PHYLLIS BRELAND ADVOCACY CHAIR 1.00 X 0 0 0 MILLIE OCCHIONERO DIRECTOR 1.00 X 0 0 0 DALE SEATON DIRECTOR 1.00 X 0 0 0 GILBERT PALLADINO FORMER COMMUNITY IMPACT CHAIR 1.00 X 0 0 0 ERIN GUTIERREZ MATT EXECUTIVE DIRECTOR 40.00 X 95000 0 7125 JAIME BONFARDICE CHIEF FINANCIAL OFFICER 40.00 X 68000 0 3008 163000 0 10133 0 0 0 0 0 1203154 1732991 276805 38044 3212950 2590 2590 13750 0 13750 13750 13750 3505 3541 -36 -36 -36 162916 39849 123067 123067 MANAGEMENT FEES 561000 11616 11616 MISC 561000 8940 8940 20556 3372877 34270 0 125657 X 677169 677169 173133 90029 29433 53671 966166 657083 90951 218132 19254 9886 4517 4851 64347 48676 2730 12941 84778 54244 9078 21456 295 282 10 3 14975 14305 499 171 7114 6796 237 81 1119404 1069327 37297 12780 14235 3442 5163 5630 88060 46178 19839 22043 1779 477 617 685 78337 24881 25321 28135 5275 4663 223 389 8622 7585 491 546 14623 9607 1537 3479 8502 2040 3061 3401 6229 1495 2243 2491 CAMPAIGN SUPPLIES 58215 14008 21012 23195 SUPPLIES 17227 12395 2289 2543 MEMBERSHIP DUES & SUBSC 7445 2212 2479 2754 BANK FEES 5059 4833 168 58 3440243 2761613 259195 419435 228539 153773 259494 265881 1078724 1267081 24066 19014 52755 17331 32869 35424 1519112 1286892 3142804 3028065 150594 307952 6000 52938 62590 55738 196995 170397 416179 587025 X 1928272 1766217 798353 674823 2726625 2441040 3142804 3028065 X -67366 -218219 X X 0 1 X 1 1 1 X 1866538 2326440 3309992 3468045 3212950 14183965 1866538 2326440 3309992 3468045 3212950 14183965 14183965 4772 6669 5767 2054 16340 35602 36504 43616 14844 51924 20554 167442 14387009 0.98590 0.98360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 798042 -123481 674561 608500 189542 798042 681364 -23158 -49706 608500 659711 21653 681364 618834 40877 659711 0.40790 0.59210 1 0 52755 17331 35424 35424 INTEREST IN ASSETS HELD BY THIRD PARTY 1231154 CUSTODIAL FUNDS 55738 1286892 CAMPAIGN DESIGNATIONS PAYABLE 170397 170397 2985077 -218219 18500 -199719 3184796 7114 180967 188081 3372877 3270662 18500 18500 3252162 7114 180967 188081 3440243 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 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED CONTRIBUTIONS 180,967. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED CONTRIBUTIONS 180,967. 100TH BIRTHDAY PART 102541 102541 23239 WOMEN UNITED 17467 17467 5233 4 36508 36508 7452 156516 156516 35924 35924 120592 1 CATHOLIC CHARITIES OF HERKIMER COUNTY 61 WEST STREET ILION NY 13357 24087 0 FUNDED PARTNER JOHNSON PARK CENTER 26 JOHNSON PARK UTICA NY 13501 62937 0 FUNDED PARTNER LEGAL AID SOCIETY OF MID-NEW YORK 255 GENESEE STREET UTICA NY 13501 11304 0 FUNDED PARTNER NEIGHBORHOOD CENTER OF UTICA 293 GENESEE STREET UTICA NY 13501 16683 0 FUNDED PARTNER SALVATION ARMY OF UTICA 14 CLINTON PLACE UTICA NY 13501 25321 0 FUNDED PARTNER THEA BOWMAN HOUSE 731 LAFAYETTE STREET UTICA NY 13502 54302 0 FUNDED PARTNER YMCA OF THE MOHAWK VALLEY 83 E MAIN ST MOHAWK NY 13407 22983 0 FUNDED PARTNER EMPOWERED PATHWAYS 502 COURT STREET UTICA NY 13502 6136 0 FUNDED PARTNER ACR HEALTH'S MOBILE HIVSTI PREVENTION SERVICES OF MV 287 GENESSEE STREET UTICA NY 13502 11295 0 FUNDED PARTNER CORNERSTONE COMMUNITY CHRUCH 500 PLANT ST UTICA NY 13502 19228 0 FUNDED PARTNER ELDERLIFE INC DBA PARKWAY CENTER 220 MEMORIAL PKWY UTICA NY 13501 24748 0 FUNDED PARTNER HOPE HOUSE AKA PETER MAURIN HOUSE 130 EAGLE ST UTICA NY 13501 15000 0 FUNDED PARTNER MIDTOWN UTICA COMMUNITY CENTER 40 FAXTON ST UTICA NY 13501 17383 0 FUNDED PARTNER MOHAWK VALLEY COMMUNITY ACTION AGENCY 9882 RIVER RD UTICA NY 13502 10085 0 FUNDED PARTNER MOHAWK VALLEY LATINO ASSOCIATION 28 SCOTT ST UTICA NY 13501 7136 0 FUNDED PARTNER ON POINT FOR COLLEGE INC 500 PLANT ST UTICA NY 13502 13631 0 FUNDED PARTNER REBUILDING THE VILLAGE 410 JAMES ST UTICA NY 13501 21236 0 FUNDED PARTNER THE CENTER 201 BLEEKER ST UTICA NY 13501 17830 0 FUNDED PARTNER UPSTATE FAMILY HEALTH CENTER 1001 NOYES ST UTICA NY 13502 19978 0 FUNDED PARTNER YMCA OF THE GREATER TRI-VALLEY 301 W BLOOMFIELD ST UTICA NY 13442 12383 0 FUNDED PARTNER X EVENT SUPPLIES 15 33530 FAIR MARKET VALUE X SUPPLIES 8 4514 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED, NOT THE NUMBER OF ITEMS RECEIVED. 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 1,069,327. MANAGEMENT AND GENERAL EXPENSES 37,297. FUNDRAISING EXPENSES 12,780. TOTAL EXPENSES 1,119,404. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN AGENCY FUND INVESTMENT -218,219. FORM 990 PART XII, LINE 2C. NO CHANGE TO PROCESS