2022-05-13T15:09:51-05:00 2021-06-30 161131146 BONADIO & CO LLP 7936 SENECA TURNPIKE CLINTON NY 13323 990 2020-07-01 150532074 UNITED WAY OF THE MOHAWK VALLEY UNIT 3157334691 258 GENESEE STREET UTICA NY 13502 ERIN GUTIERREZ MATT EXECUTIVE DIRECTOR 3157334691 2022-05-03 1 ERIN GUTIERREZ MATT 999009999 HEATHER LESSELS P00433206 3157977781 2022-05-03 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z ERIN GUTIERREZ MATT 258 GENESEE STREET UTICA NY 13502 3620922 0 X WWW.UNITEDWAYMV.ORG X 1921 NY PROMOTE INDIVIDUAL WELL BEING, STRENGTHEN FAMILIES, AND IMPROVE QUALITY OF LIFE IN OUR COMMUNITY. 20 20 26 705 0 0 3232801 3468045 0 0 5640 2440 97635 128854 3336076 3599339 850303 714746 0 0 1104603 1353714 0 0 366864 1674954 1244389 3629860 3312849 -293784 286490 2785543 3142804 642917 416179 2142626 2726625 TO PROMOTE INDIVIDUAL WELL BEING, STRENGTHEN FAMILIES, AND IMPROVE THE QUALITY OF LIFE IN OUR COMMUNITY. 0 0 2686629 714746 51924 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. 2686629 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 0 0 0 0 0 0 0 0 0 1 7 0 1 26 1 0 0 0 0 0 0 0 0 0 0 X 20 20 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 PRESIDENT 1.00 X X 0 0 0 MELISSA MANN DEVELOPMENT CHAIR 1.00 X 0 0 0 HANKA GRABOVICA DIRECTOR 1.00 X 0 0 0 ERIN M BUSHINGER DIRECTOR 1.00 X 0 0 0 FRANK DILORENZO AUDIT CHAIR 1.00 X 0 0 0 MAIMUN N KHAN DIRECTOR 1.00 X 0 0 0 MATTHEW A NICHOLL VICE PRESIDENT 1.00 X X 0 0 0 GREGORY M MORRA TREASURER 1.00 X X 0 0 0 GILBERT PALLADINO COMMUNITY IMPACT CHAIR 1.00 X 0 0 0 EDWARD M BARONE DIRECTOR 1.00 X 0 0 0 PATRICK J COSTELLO DIRECTOR 1.00 X 0 0 0 JOHN HOBIKA JR DIRECTOR 1.00 X 0 0 0 MARK S LEWANDROWSKI DIRECTOR 1.00 X 0 0 0 TIFFANY STEFANSKI DIRECTOR 1.00 X 0 0 0 KIM VANDUREN GOVERNANCE CHAIR 1.00 X 0 0 0 SABRINA FRYMAN DIRECTOR 1.00 X 0 0 0 JENNIFER ADJODHA-EVAN 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 ERIN GUTIERREZ MATT EXECUTIVE DIRECTOR 40.00 X 95000 0 7125 JAIME BONFARDICE CHIEF FINANCIAL OFFICER 40.00 X 68000 0 3007 163000 0 10132 0 0 0 0 0 1419931 1841042 207072 3468045 2054 2054 5480 5094 386 386 386 93419 16489 76930 76930 MISC 561000 39329 39329 MANAGEMENT FEES 561000 12595 12595 51924 3599339 51924 0 79370 X 714746 714746 173133 90029 29433 53671 978325 669710 113499 195116 40212 24714 7219 8279 77847 47687 14002 16158 84197 54889 11606 17702 1978 1914 49 15 14700 14229 361 110 6371 6167 156 48 938364 908312 23022 7030 12116 4102 3796 4218 61207 16086 21374 23747 1963 694 601 668 83703 60922 10791 11990 3906 3448 217 241 3099 1938 550 611 27450 18146 3396 5908 7272 1745 2618 2909 5482 1316 1973 2193 SUPPLIES 42525 32113 4932 5480 CAMPAIGN SUPPLIES 27527 9321 8624 9582 BANK FEES 3829 3706 94 29 MEMBERSHIP DUES & SUBSC 2897 695 1043 1159 3312849 2686629 259356 366864 348175 228539 158761 259494 1115274 1078724 20574 24066 41697 8828 25409 32869 1117350 1519112 2785543 3142804 176558 150594 15500 6000 6764 62590 217777 0 226318 196995 642917 416179 X 1533889 1928272 608737 798353 2142626 2726625 2785543 3142804 X 286490 -54414 351923 X X 0 1 X 1 1 1 X 2152328 1866538 2326440 3309992 3468045 13123343 2152328 1866538 2326440 3309992 3468045 13123343 13123343 4419 4772 6669 5767 2054 23681 47937 36504 43616 14844 51924 194825 13341849 0.98360 0.97870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 608500 189542 798042 681364 -23158 -49706 608500 659711 21653 681364 618834 40877 659711 535775 83059 618834 0.34480 0.65520 1 0 41697 8828 32869 32869 INTEREST IN ASSETS HELD BY THIRD PARTY 1456522 CUSTODIAL FUNDS 62590 1519112 CAMPAIGN DESIGNATIONS PAYABLE 196995 196995 3755174 351922 28827 380749 3374425 6371 218543 224914 3599339 3116762 28827 28827 3087935 6371 218543 224914 3312849 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 218,543. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED CONTRIBUTIONS 218,543. DAY OF ACTION 45025 45025 9200 ELU GOLF TOURNAMENT 21097 21097 1628 1 9500 9500 75622 75622 10828 10828 64794 1 AIDS COMMUNITY RESOURCES 401 COLUMBIA STREET UTICA NY 13502 41404 FUNDED PARTNER CATHOLIC CHARITIES OF HERKIMER COUNTY 61 WEST STREET ILION NY 13357 44702 FUNDED PARTNER CATHOLIC CHARITIES OF ONEIDA AND MADISON COUNTIES 1408 GENESEE STREET UTICA NY 13502 10631 FUNDED PARTNER COUNTRY PANTRY (KIRKLAND) 5476 EUREKA ROAD ROME NY 13440 17976 FUNDED PARTNER FOOD BANK OF CENTRAL NEW YORK 7066 INTERSTATE ISLAND ROAD SYRACUSE NY 13209 20187 FUNDED PARTNER FOOTHILLS RURAL COMMUNITY MINISTRY 7835 CHURCH STREET HOLLAND PATENT NY 13354 10543 FUNDED PARTNER JOHNSON PARK CENTER 26 JOHNSON PARK UTICA NY 13501 22148 FUNDED PARTNER LEGAL AID SOCIETY OF MID-NEW YORK 255 GENESEE STREET UTICA NY 13501 34114 FUNDED PARTNER NEIGHBORHOOD CENTER OF UTICA 293 GENESEE STREET UTICA NY 13501 37569 FUNDED PARTNER PETER MAURIN HOUSE INC 130 EAGLE STREET UTICA NY 13501 18693 FUNDED PARTNER SALVATION ARMY OF UTICA 14 CLINTON PLACE UTICA NY 13501 9086 FUNDED PARTNER SALVATION ARMY OF HERKIMER 431 N PROSPECT ST HERKIMER NY 13350 9068 FUNDED PARTNER THEA BOWMAN HOUSE 731 LAFAYETTE STREET UTICA NY 13502 59155 FUNDED PARTNER YMCA OF THE MOHAWK VALLEY 83 E MAIN ST MOHAWK NY 13407 31552 FUNDED PARTNER YWCA OF THE MOHAWK VALLEY 1000 CORNELIA STREET UTICA NY 13502 22381 FUNDED PARTNER MOHAWK VALLEY COMMUNITY ACTION AGENCY 9882 RIVER ROAD UTICA NY 13502 10052 FUNDED PARTNER MOHAWK VALLEY RESOURCE CENTER FOR REFUGEES 309 GENESEE STREET UTICA NY 13501 18850 FUNDED PARTNER ON POINT FOR COLLEGE INC 1654 W ONONDOGA BLVD SYRACUSE NY 13204 20863 FUNDED PARTNER UCDCNY VETERN'S OUTREACH CENTER 726 WASHINGTON STREET UTICA NY 13502 19503 FUNDED PARTNER MUNICIPAL HOUSING AUTHORITY OF THE CITY OF UTICA NY 509 2ND STREET UTICA NY 13501 24513 FUNDED PARTNER ICAN 310 MAIN STREET UTICA NY 13501 17638 FUNDED PARTNER SALVATION ARMY OF ROME 410 W DOMINICK ST ROME NY 13440 11000 FUNDED PARTNER ABRAHAM HOUSE 417 N WASHINGTON ST ROME NY 13440 20543 FUNDED PARTNER EMPOWERED PATHWAYS 502 COURT STREET UTICA NY 13502 24645 FUNDED PARTNER 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 908,312. MANAGEMENT AND GENERAL EXPENSES 23,022. FUNDRAISING EXPENSES 7,030. TOTAL EXPENSES 938,364. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN AGENCY FUND INVESTMENT 351,923. FORM 990 PART XII, LINE 2C. NO CHANGE TO PROCESS