2023-05-15T10:54:08-05:00 2022-06-30 550718347 COSTANZO & ASSOCIATES PLLC 1341 NATIONAL ROAD WHEELING WV 260030251 990 2021-07-01 550479446 UNITED WAY OF THE UPPER OHIO VALLEY INC UNIT 3042324625 1307 CHAPLINE STREET WHEELING WV 26003 STACI STEPHEN EXECUTIVE DIRECTOR 3042324625 2023-05-12 1 STACI STEPHEN 999009999 MICHAEL COSTANZO P01363117 3042424400 2023-05-12 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z STACI STEPHEN 1307 CHAPLINE STREET WHEELING WV 26003 1407773 0 X WWW.UNITEDWAYUOV.ORG X 1964 WV WE ARE UNITED IN IMPROVING HEALTH, EDUCATION AND FINANCIAL STABILITY AS A WAY TO STRENGTHEN THE UPPER OHIO VALLEY. 24 24 5 175 0 0 689457 1187805 1649 583 606661 70864 5735 -21111 1303502 1238141 548219 457495 0 0 192681 204355 0 0 119788 170334 192941 911234 854791 392268 383350 3473313 3218908 167800 97229 3305513 3121679 X WE ARE UNITED IN IMPROVING HEALTH, EDUCATION AND FINANCIAL STABILITY AS A WAY TO STRENGTHEN THE UPPER OHIO VALLEY. 0 0 91753 60298 DISASTER/EMERGENCY ASSISTANCE - ALLOCATIONS TO AGENCIES PROVIDING DISASTER & EMERGENCY SERVICES TO INDIGENTS AND DIRECT ASSISTANCE TO INDIGENTS FOR SHELTER, FOOD, & MEDICAL: SERVING 8,975 PERSONS. 213156 140082 BASIC SUBSISTENCE- FOOD/HEALTH - ALLOCATIONS TO AGENCIES PROVIDING COUNSELING, MEDICAL & MENTAL HEALTH SERVICES: SERVING 171,112 PERSONS. 292509 232818 CRISIS INTERVENTION/EDUCATION/REHABILITATION - ALLOCATIONS TO AGENCIES PROVIDING REHABILITATION SERVICES TO FAMILIES, SENIOR CITIZENS AND DISABLED PERSONS: SERVING 31,080 PERSONS. 36972 24297 YOUTH/RECREATION - ALLOCATIONS TO AGENCIES PROVIDING COUNSELING & RECREATIONAL ACTIVITIES & OPPORTUNITIES TO YOUTH: SERVING 8,366 PERSONS. 583 HANDLING FEES AND GRANTWRITER AGREEMENT FEES 36972 24297 583 634390 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 5 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 WV OH X THE ORGANIZATION 3042324625 1307 CHAPLINE STREET WHEELING WV 26003 DAWN ZENNER-GAUDI DIRECTOR 0.20 X 0 0 0 KIM FLORENCE DIRECTOR 0.20 X 0 0 0 WALKER HOLLOWAY TREASURER 1.00 X X 0 0 0 JEFF FLEAHMAN DIRECTOR 0.20 X 0 0 0 JOELLE MORAY DIRECTOR 0.20 X 0 0 0 JAMES G SQUIBB SECRETARY 1.00 X X 0 0 0 RODNEY HALEY DIRECTOR 0.20 X 0 0 0 TODD COVER PRESIDENT 1.00 X X 0 0 0 JOSH CONTRAGUERRO DIRECTOR 0.20 X 0 0 0 JOSEPH LOVELL DIRECTOR 0.20 X 0 0 0 VALERIE PIKO DIRECTOR 0.20 X 0 0 0 KARIN JANISZEWSKI DIRECTOR 0.20 X 0 0 0 ALISHIAH HARDWAY DIRECTOR 0.20 X 0 0 0 KEVIN HELLER DIRECTOR 0.20 X 0 0 0 ANTHONY MARTINELLI VICE PRESIDENT 1.00 X X 0 0 0 RYAN ROTILIO DIRECTOR 0.20 X 0 0 0 TINA RUSH DIRECTOR 0.20 X 0 0 0 DANIEL YOUNG DIRECTOR 0.20 X 0 0 0 LEE DAWSON DIRECTOR 0.20 X 0 0 0 JEFF EMERICK DIRECTOR 0.20 X 0 0 0 ANTIONETTE GEYER DIRECTOR 0.20 X 0 0 0 RHONDA HALEY DIRECTOR 0.20 X 0 0 0 EMILY SHORTALL DIRECTOR 0.20 X 0 0 0 CHRISTINA TEREK DIRECTOR 0.20 X 0 0 0 JESSICA RINE EXECUTIVE DIRECTOR 40.00 X 58782 0 28469 58782 0 28469 0 0 0 0 0 625026 47235 117832 397712 21464 1187805 HANDLING FEES 561499 583 583 583 55044 55044 135531 119711 15820 15820 15820 17535 47235 43984 -26449 -26449 11275 5937 5338 5338 1238141 583 0 49753 416909 416909 40586 40586 90025 29033 17556 43436 92316 37819 30545 23952 6167 2282 1788 2097 2933 1085 851 997 12914 4778 3745 4391 28400 10508 8236 9656 33602 18186 15416 59143 53202 2842 3099 208 77 60 71 8738 3129 2453 3156 8435 3121 2446 2868 5957 852 2586 2519 1188 274 629 285 11533 4267 3345 3921 808 299 234 275 2697 998 782 917 WEBSITE EXPENSE 15545 5598 4388 5559 CAMPAIGN SUPPLIES & AWA 6753 297 6456 DONOR DEVELOPMENT 5159 5159 MISCELLANEOUS 4044 820 2499 725 731 270 212 249 854791 634390 100613 119788 77584 201098 235834 105897 118587 166348 24392 4154 12461 29092 27010 2890 2082 3034264 2706630 3473313 3218908 13649 16456 77944 76207 80773 167800 97229 X 3001137 2872718 304376 248961 3305513 3121679 3473313 3218908 X 383350 -567184 X X 0 1 X 1 0 X 94288 798281 698834 687957 1186305 3465665 94288 798281 698834 687957 1186305 3465665 1204784 2260881 9414 42164 40554 41870 55044 189046 3654711 148839 0.61860 0.62290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2608901 200507 -407596 138510 30141 2233161 2313028 423639 91376 36390 2608901 2337363 90794 87922 27207 2313028 2311519 7527 137270 87098 31855 2337363 2319117 22368 21774 8192 2311519 1 0 26775 25050 1725 2317 1960 357 2082 DUE TO DESIGNATED AGENCIES 77614 CUSTODIAL ACCOUNTS PAYABLE 3159 80773 637355 -567184 -567184 1204539 33602 33602 1238141 821189 0 821189 33602 33602 854791 PART V, LINE 4: THE INTENDED USE OF THE AGENCY'S QUASI-ENDOWMENT FUNDS IS TO SUPPORT THE LONG-TERM MISSION OF THE AGENCY; PART OF THE QUASI-ENDOWMENT FUND IS RESTRICTED TO USE IN WEST VIRGINIA. NIGHT AT THE RACES 20550 14015 6535 2695 7700 1561 GOLF SCRAMBLE 18165 13665 4500 1570 1555 5312 2991 1248 2 24755 18255 6500 3855 2935 8100 2370 63470 45935 17535 1570 8105 5312 13626 8100 5179 41892 -24357 1 CATHOLIC CHARITIES WEST VIRGINIA 1218 EOFF STREET WHEELING WV 26003 550391262 501(C)(3) 25221 0 TO PROVIDE ASSISTANCE FOR BASIC SUBSISTENCE FAMILY SERVICES OF THE UPPER OHIO VALLEY 2200 MAIN STREET WHEELING WV 26003 550357074 501(C)(3) 28196 0 TO PROVIDE ASSISTANCE FOR BASIC SUBSISTENCE INFORMATION HELPLINE 1035 CHAPLINE STREET WHEELING WV 26003 550552045 501(C)(3) 32145 0 TO PROVIDE ASSISTANCE IN CRISIS INTERVENTION SERVICES SALVATION ARMY - OHIO COUNTY 140 16TH STREET WHEELING WV 26003 520591457 501(C)(3) 35073 0 TO PROVIDE DISASTER AND EMERGENCY ASSISTANCE WHEELING HEALTH RIGHT 61 29TH STREET WHEELING WV 26003 311149085 501(C)(3) 29338 0 TO PROVIDE ASSISTANCE FOR BASIC SUBSISTENCE SALVATION ARMY - BELMONT COUNTY 315 37TH STREET BELLAIRE OH 43906 135562351 501(C)(3) 15977 0 TO PROVIDE DISASTER AND EMERGENCY ASSISTANCE BROOKE COUNTY COMMITTEE ON AGING INC 948 MAIN STREET FOLLANSBEE WV 26037 550516908 501(C)(3) 8800 0 TO PROVIDE TRANSPORTATION, ACTIVITIES AND SERVICES TO SENIOR CITIZENS IN BROOKE CO RUSSELL NESBITT SERVICES 431 FULTON STREET WHEELING WV 26003 550452151 501(C)(3) 26983 0 TO PROVIDE ASSISTANCE FOR CRISIS INTERVENTION, EDUCATION AND REHABILITATION YOUTH SERVICES SYSTEM 87 15TH STREET WHEELING WV 26003 550583675 501(C)(3) 45175 0 TO PROVIDE ASSISTANCE IN CRISIS INTERVENTION, EDUCATION AND REHABILITATION HARMONY HOUSE 2000 EOFF STREET WHEELING WV 26003 203135260 501(C)(3) 36337 0 TO PROVIDE ASSISTANCE IN CRISIS INTERVENTION, EDUCATION AND REHABILITATION SEXUAL ASSAULT HELP CENTER PO BOX 6764 WHEELING WV 26003 550616563 501(C)(3) 24928 0 TO PROVIDE ASSISTANCE IN CRISIS INTERVENTION SERVICES YMCA 55 LOUNEZ AVENUE WHEELING WV 26003 550357071 501(C)(3) 17528 0 TO PROVIDE YOUTH AND RECREATION SERVICES YWCA 1100 CHAPLINE STREET WHEELING WV 26003 550357063 501(C)(3) 20125 0 TO PROVIDE ASSISTANCE FOR BASIC SUBSISTENCE SEEING HAND ASSOCIATION 750 MAIN STREET WHEELING WV 26003 550284240 501(C)(3) 10257 0 TO PROVIDE ASSISTANCE IN CRISIS INTERVENTION, EDUCATION AND REHABILITATION GABRIEL PROJECT 1154 NATIONAL RD WHEELING WV 26003 311504147 501(C)(3) 27039 0 TO PROVIDE ASSISTANCE FOR BASIC SUBSISTENCE HOLY FAMILY CHILD CARE CENTER 161 EDGINGTON LANE WHEELING WV 26003 550753678 501(C)(3) 12656 0 TO PROVIDE ASSISTANCE FOR CRISIS INTERVENTION, EDUCATION AND REHABILITATION AMERICAN RED CROSS 193 29TH ST WHEELING WV 26003 550284240 501(C)(3) 5179 0 TO SUPPORT DISASTER AND EMERGENCY ASSISTANCE GIRL SCOUTS OF USA BLACK DIAMOND COUNCIL 586 NATIONAL RD WHEELING WV 26003 550420373 501(C)(3) 6769 0 TO PROVIDE YOUTH AND RECREATION SERVICES 18 0 ASSISTANCE PROVIDED TO INDIVIDUALS FOR EMERGENCY SERVICES 9560 40586 PART I, LINE 2: GRANTS ARE MADE TO PARTNER/MEMBER AGENCIES, WHO APPLY TO THE UNITED WAY TO RECEIVE THIS STATUS. ANNUALLY, THE UNITED WAY FORMS ALLOCATION PANELS, COMPOSED OF BOARD MEMBERS AND OTHER INTERESTED COMMUNITY MEMBERS, WHO VISIT EACH MEMBER AGENCY TO GAIN UNDERSTANDING OF THE PROGRAM SERVICES THAT EACH OFFERS TO THE COMMUNITY. THEY REVIEW THE ALLOCATION GRANT REQUEST THAT THE AGENCY HAS SUBMITTED FOR FUNDING IN THE FOLLOWING YEAR AND THEN MAKE RECOMMENDATIONS TO THE FULL ALLOCATION PANEL. THE ALLOCATION PANEL SUBMITS A RECOMMENDATION TO THE BOARD OF DIRECTORS REGARDING THE GRANT AMOUNT FOR EACH MEMBER AGENCY. THE BOARD OF DIRECTORS MAKES THE FINAL DECISION ON THE GRANT AMOUNTS. DURING THE YEAR, EACH MEMBER AGENCY SUBMITS A MONTHLY FINANCIAL REPORT, AS WELL AS COPIES OF THEIR AUDITS/REVIEWS/COMPILATIONS AND/OR FORM 990 TAX RETURNS, TO THE UNITED WAY, PRIOR TO RECEIVING THEIR MONTHLY ALLOCATION PAYMENTS. FORM 990, PART VI, SECTION A, LINE 8B GENERALLY EACH COMMITTEE APPROVES MATTERS AND PRESENTS TO BOARD OF DIRECTORS FOR THEIR FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS AND APPROVES FORM 990 BEFORE THE AGENCY FILES FORM 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE AGENCY ANNUALLY REQUIRES ITS BOARD MEMBERS TO COMPLETE AND CERTIFY ITS CONFLICT OF INTEREST POLICY. IF ANY CONFLICT OF INTEREST ARISES WITH A BOARD MEMBER, THEN THE MEMBER IS PRECLUDED FROM VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR ALL 5 EMPLOYEES INCLUDING EXECUTIVE DIRECTOR ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS ANNUALLY. DECISION IS GENERALLY BASED ON CAMPAIGN GOALS, BUDGET NEEDS AND CURRENT ECONOMIC ENVIRONMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THEIR OFFICE AT 1307 CHAPLINE STREET, WHEELING, WV 26003. FORM 990, PART XI, LINE 9: UNREALIZED INVESTMENT LOSS - TEMP RESTRICTED -36,791. UNREALIZED INVESTMENT LOSS - UNRESTRICTED -520,538. UNREALIZED INVESTMENT LOSS - PERM RESTRICTED -9,855. ROUNDING FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS.