UNITED WAY OF THE DUTCHESS-ORANGE REGION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF THE DUTCHESS-ORANGE REGION INC (EIN 06-1045698)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-11-12
- IRS object ID
- 202143169349304399
- Schema version
- 2020v4.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T11:14:57-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061667465 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRAGER METIS CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 HAIGHT AVENUE | AddressLine1Txt |
| City | POUGHKEEPSIE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061045698 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF THE DUTCHESS-ORANGE | BusinessNameLine1Txt |
| Business Name Line2 | REGION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 8454711900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 MARKET STREET | AddressLine1Txt |
| City | POUGHKEEPSIE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEANNIE MONTANO | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 8454711900 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEANNIE | PersonFirstNm |
| Person Last | MONTANO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDA K SANTORO | PreparerPersonNm |
| PTIN | P00305062 | PTIN |
| Phone | 8454737774 | PhoneNum |
| Preparation | 2021-11-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEANNIE MONTANO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 MARKET STREET | AddressLine1Txt |
| City | POUGHKEEPSIE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,181,597 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UWDOR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO FIGHT FOR THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF EVERY PERSON IN OUR COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 17 | TotalEmployeeCnt |
| Total Volunteers | 2259 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,466,467 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,370,741 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $164,760 | PYInvestmentIncomeAmt |
| CY Investment Income | $403,386 | CYInvestmentIncomeAmt |
| PY Other Revenue | $134,066 | PYOtherRevenueAmt |
| CY Other Revenue | $116,029 | CYOtherRevenueAmt |
| PY Total Revenue | $2,765,293 | PYTotalRevenueAmt |
| CY Total Revenue | $2,890,156 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,448,786 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,240,557 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,051,777 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $967,139 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $303,456 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $478,446 | PYOtherExpensesAmt |
| CY Other Expenses | $417,718 | CYOtherExpensesAmt |
| PY Total Expenses | $2,979,009 | PYTotalExpensesAmt |
| CY Total Expenses | $2,625,414 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$213,716 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $264,742 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,763,027 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,788,372 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $370,853 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $349,134 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,392,174 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,439,238 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO FIGHT FOR THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF EVERY PERSON IN OUR COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $196,314 | ExpenseAmt |
| Grant | $83,708 | GrantAmt |
| Desc | HEALTH - UNITED WAY STRIVES TO HELP CHILDREN AND YOUNG ADULTS IDENTIFY AND PURSUE HEALTHY LIFESTYLES BY IMPROVING ACCESS TO NUTRITIOUS FOODS AND PROVIDING EDUCATION ABOUT NUTRITION AND THE IMPORTANCE OF A HEALTHY DIET. UNITED WAY ALSO ARMS STUDENTS WITH THE KNOWLEDGE AND SKILLS TO IDENTIFY AND PREVENT INSTANCES OF DOMESTIC VIOLENCE, BULLYING AND ABUSE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,387,682 | ExpenseAmt |
| Grant | $772,123 | GrantAmt |
| Desc | INCOME - THE PROGRAMS ARE GEARED TO HELP INDIVIDUALS AND FAMILIES BECOME FINANCIALLY STABLE AND INDEPENDENT. UNITED WAY STRIVES TO GUARANTEE SENIORS AND LOW- INCOME INDIVIDUALS ACCESS TO FREE, RELIABLE TAX PREPARATION SERVICES AND HELPS TO EDUCATE THEM ABOUT OTHER PROGRAMS AVAILABLE TO HELP STRETCH LIMITED RESOURCES. WE PROVIDE ACCESS TO SOURCES TO ASSIST LOW-INCOME WORKERS THROUGH A HARDSHIP TO PREVENT THEM FROM FALLING INTO A FINANCIAL CRISIS AND TO PROGRAMS THAT TEACH CHILDREN AND ADULTS THE SKILLS NECESSARY TO BECOME FINANCIALLY STABLE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $406,761 | ExpenseAmt |
| Grant | $235,741 | GrantAmt |
| Desc | EDUCATION - UNITED WAY FOCUSES ON CHILDREN AND YOUTH TO HELP THEM ACHIEVE THEIR POTENTIAL THROUGH EDUCATION. WE SUPPORT FAMILIES AND CAREGIVERS WITH EDUCATION ABOUT HOW CHILDREN AND YOUTH LEARN SO THAT ECONOMIC STATUS WILL NOT BE A BARRIER TO SUCCESS. UNITED WAY HELPS ADDRESS LITERACY NEEDS AT AN EARLY AGE SO CHILDREN CAN DEVELOP IN THE WORLD AROUND THEM AS WELL AS PROVIDE SAFE ENVIRONMENTS WHERE CHILDREN CAN LEARN LEADERSHIP SKILLS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $148,985 | ExpenseAmt |
| Grant | $148,985 | GrantAmt |
| Desc | DONOR DIRECTED GIFTS- GRANTS TO 501(C)(3) CHARITIES DIRECTED BY THE ORGANIZATION'S DONORS. PROGRAM SERVICES INCLUDES EXPENSES INCURRED SPECIFICALLY IN RESPONSE TO THE COVID-19 PANDEMIC. THE ORGANIZATION IMMEDIATELY RESPONDED TO COVID IN THE COMMUNITY, CREATING A COVID RELIEF FUND AND DISTRIBUTING FOOD, BASIC ESSENTIALS AND PPE TO THE FAMILIES MOST AFFECTED. IT MOBILIZED DONORS, ASSESSED THE MOST DIRE NEEDS IN THE COMMUNITY AND BEGAN DISTIRBUTING FUNDS WEEKLY TO THOSE NEGATIVELY IMPACTED BY COVID. TO DATE, IT HAS AIDED IN NUMEROUS COMMUNITY PROJECTES RESULTING IN COMMUNITY MEALS BEING DISTRIBUTED, FRONTLINE WORKERS HAVING ACCESS TO LIFE-SAVING PPE, AND PROVIDED COMMUNITY MEMBERS WITH HYGINE AND OTHER BASIC NEEDS. IT ALSO ADDRESSED FOOD INSECURITY FOR COLLEGE STUDENTS, PROVIDED CRITICAL SUPPORT FOR VETERANS, AND DELIVERED MEALS TO FRONTLINE HEALTH WORKERS. FINALLY, IT OFFERED AROUND THE CLOCK HUMAN SERVICE REFERRALS AND ADVICE TO RESIDENTS THROUGH THE 211 HELPLINE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $148,985 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $148,985 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $2,139,742 | 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 | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 17 | 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 | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 MANNING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8454711900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 MARKET STREET | AddressLine1Txt |
| City | POUGHKEEPSIE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| KEVIN CLEARY | ||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AMY BERGER | ||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUSAN HOWELL | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL MAZZUCA | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| FRED CLARKE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CANDY DAVIES | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ARTHUR DEDOMINICIS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MEGAN DEICHLER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PHILIP S DERASMO | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY EISENTRAUT | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MELISSA GAEKE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JULIA KAMMERER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY KANE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PHILLIP LEKANIDES | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KADIYAH LODGE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD MAYFIELD | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SHARON MCGINNIS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TARSHA MCNEIL | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY M MURPHY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHELLE S O'REILLY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KIMBERLY PENNINGTON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BARRY ROTHFELD | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN M WALDRON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JEANNIE MONTANO | ||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $156,958 | $0 | $22,291 | |
| SUSAN MANNING | ||||||
| VP FINANCE | 40.00 | Yes (X) | $73,416 | $0 | $15,174 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $230,374 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $37,465 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $467,691 | GovernmentGrantsAmt |
| All Other Contributions | $1,903,050 | AllOtherContributionsAmt |
| Noncash Contributions | $277,289 | NoncashContributionsAmt |
| Total Contributions | $2,370,741 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $240,275 | TotalRevenueColumnAmt |
| Exclusion | $240,275 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $444,696 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $280,900 | SecuritiesAmt |
| Other | $685 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $163,796 | SecuritiesAmt |
| Other | -$685 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $163,111 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $163,111 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $118,445 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $9,856 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $108,589 | TotalRevenueColumnAmt |
| Exclusion | $108,589 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Total Revenue Column | $7,440 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,440 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,440 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,890,156 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $170,551 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $348,864 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,240,557 | TotalAmt |
| Program Services | $1,240,557 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,468 | TotalAmt |
| Program Services | $186,548 | ProgramServicesAmt |
| Management And General | $69,108 | ManagementAndGeneralAmt |
| Fundraising | $29,812 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $516,038 | TotalAmt |
| Program Services | $313,036 | ProgramServicesAmt |
| Management And General | $62,188 | ManagementAndGeneralAmt |
| Fundraising | $140,814 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,086 | TotalAmt |
| Program Services | $19,809 | ProgramServicesAmt |
| Management And General | $4,025 | ManagementAndGeneralAmt |
| Fundraising | $7,252 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,902 | TotalAmt |
| Program Services | $48,793 | ProgramServicesAmt |
| Management And General | $6,536 | ManagementAndGeneralAmt |
| Fundraising | $8,573 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,645 | TotalAmt |
| Program Services | $42,475 | ProgramServicesAmt |
| Management And General | $11,497 | ManagementAndGeneralAmt |
| Fundraising | $16,673 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,449 | TotalAmt |
| Program Services | $833 | ProgramServicesAmt |
| Management And General | $202 | ManagementAndGeneralAmt |
| Fundraising | $414 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,800 | TotalAmt |
| Program Services | $21,156 | ProgramServicesAmt |
| Management And General | $5,138 | ManagementAndGeneralAmt |
| Fundraising | $10,506 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,824 | TotalAmt |
| Program Services | $43,824 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,059 | TotalAmt |
| Program Services | $8,051 | ProgramServicesAmt |
| Management And General | $1,973 | ManagementAndGeneralAmt |
| Fundraising | $4,035 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,211 | TotalAmt |
| Program Services | $13,203 | ProgramServicesAmt |
| Fundraising | $8 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,501 | TotalAmt |
| Program Services | $19,636 | ProgramServicesAmt |
| Management And General | $2,228 | ManagementAndGeneralAmt |
| Fundraising | $15,637 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,604 | TotalAmt |
| Program Services | $28,486 | ProgramServicesAmt |
| Management And General | $2,834 | ManagementAndGeneralAmt |
| Fundraising | $27,284 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,701 | TotalAmt |
| Program Services | $20,476 | ProgramServicesAmt |
| Management And General | $4,723 | ManagementAndGeneralAmt |
| Fundraising | $9,502 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,615 | TotalAmt |
| Program Services | $1,401 | ProgramServicesAmt |
| Management And General | $40 | ManagementAndGeneralAmt |
| Fundraising | $174 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,662 | TotalAmt |
| Program Services | $1,872 | ProgramServicesAmt |
| Management And General | $157 | ManagementAndGeneralAmt |
| Fundraising | $633 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472 | TotalAmt |
| Program Services | $270 | ProgramServicesAmt |
| Management And General | $66 | ManagementAndGeneralAmt |
| Fundraising | $136 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,619 | TotalAmt |
| Program Services | $18,082 | ProgramServicesAmt |
| Management And General | $4,446 | ManagementAndGeneralAmt |
| Fundraising | $9,091 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,396 | TotalAmt |
| Program Services | $21,475 | ProgramServicesAmt |
| Management And General | $4,954 | ManagementAndGeneralAmt |
| Fundraising | $9,967 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,756 | TotalAmt |
| Program Services | $7,296 | ProgramServicesAmt |
| Management And General | $1,793 | ManagementAndGeneralAmt |
| Fundraising | $3,667 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| OTHER PROGRAM EXPENSES | $78,857 | $78,857 | ||
| CAMPAIGN ADMINISTRATION | $7,700 | $0 | $7,700 | |
| DUES & SUBSCRIPTIONS | $5,492 | $3,606 | $1,578 | $308 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,625,414 | TotalAmt |
| Program Services | $2,139,742 | ProgramServicesAmt |
| Management And General | $182,216 | ManagementAndGeneralAmt |
| Fundraising | $303,456 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,838 | BOYAmt |
| EOY | $350,937 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,080 | BOYAmt |
| EOY | $42,702 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $666,279 | BOYAmt |
| EOY | $572,437 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,038 | BOYAmt |
| EOY | $20,614 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $779,899 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $464,540 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,278 | BOYAmt |
| EOY | $315,359 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,387,539 | BOYAmt |
| EOY | $1,721,183 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,129,480 | BOYAmt |
| EOY | $2,727,226 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,495 | BOYAmt |
| EOY | $37,914 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,763,027 | BOYAmt |
| EOY | $5,788,372 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,747 | BOYAmt |
| EOY | $208,166 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,358 | BOYAmt |
| EOY | $93,443 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,748 | BOYAmt |
| EOY | $47,525 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $370,853 | BOYAmt |
| EOY | $349,134 | 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 | $3,087,638 | BOYAmt |
| EOY | $3,893,841 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,304,536 | BOYAmt |
| EOY | $1,545,397 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,392,174 | BOYAmt |
| EOY | $5,439,238 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,763,027 | BOYAmt |
| EOY | $5,788,372 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $264,742 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $630,323 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $151,999 | OtherChangesInNetAssetsAmt |
| 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 | $2,655,101 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,189,091 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,851,464 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,540,712 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,479,330 | CurrentTaxYearAmt |
| Total | $12,715,698 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,655,101 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,189,091 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,851,464 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,540,712 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,479,330 | CurrentTaxYearAmt |
| Total | $12,715,698 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $404,809 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,310,889 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $68,265 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,684 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $85,931 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $136,630 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $240,275 | CurrentTaxYearAmt |
| Total | $607,785 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,810 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,161 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,631 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,821 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,440 | CurrentTaxYearAmt |
| Total | $104,863 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,428,346 | TotalSupportAmt |
| Public Support CY170 | 0.91680 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92830 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2016 AMOUNT: $ 3,810. 2017 AMOUNT: $ 14,161. 2018 AMOUNT: $ 19,631. 2019 AMOUNT: $ 59,821. 2020 AMOUNT: $ 7,440. | ExplanationTxt |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,129,480 | BeginningYearBalanceAmt |
| Contributions | $29,851 | ContributionsAmt |
| Investment Earnings Or Losses | $655,801 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $16,713 | GrantsOrScholarshipsAmt |
| Other Expenditures | $71,193 | OtherExpendituresAmt |
| End Year Balance | $2,727,226 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,306,708 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$93,875 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,324 | GrantsOrScholarshipsAmt |
| Other Expenditures | $73,029 | OtherExpendituresAmt |
| End Year Balance | $2,129,480 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,362,763 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $16,304 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $72,359 | OtherExpendituresAmt |
| End Year Balance | $2,306,708 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,333,860 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $148,903 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $120,000 | OtherExpendituresAmt |
| End Year Balance | $2,362,763 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,100,600 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $291,631 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $58,371 | OtherExpendituresAmt |
| End Year Balance | $2,333,860 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.45400 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.10400 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.44200 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,000 | OtherCostOrOtherBasisAmt |
| Book Value | $12,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $80,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $64,000 | DepreciationAmt |
| Book Value | $16,000 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $38,928 | OtherCostOrOtherBasisAmt |
| Depreciation | $35,838 | DepreciationAmt |
| Book Value | $3,090 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $648,971 | OtherCostOrOtherBasisAmt |
| Depreciation | $364,702 | DepreciationAmt |
| Book Value | $284,269 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $315,359 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POOLED INVESTMENT ACCOUNT | Desc |
| Book Value | $2,727,226 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,727,226 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE OBLIGATIONS | $3,262 |
| REFUNDABLE ADVANCE | $31,132 |
| OTHER LIABILITIES | $13,131 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $47,525 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,562,294 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $630,323 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $72,084 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $162,540 | OtherRevenueAmt |
| Revenue Not Reported | $864,947 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,697,347 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $43,824 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $148,985 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $192,809 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,890,156 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,515,230 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $72,084 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $10,541 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $82,625 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,432,605 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $43,824 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $148,985 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $192,809 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,625,414 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION'S INTENDED USE OF ITS ENDOWMENT FUNDS IS TO PROVIDE LONG-TERM SUPPORT FOR THE ORGANIZATION'S PROGRAMS |
| PART X, LINE 2: | MANAGEMENT EVALUATES TAX POSITIONS TAKEN BY THE UNITED WAY AND RECOGNIZES A TAX LIABILITY IF THE UNITED WAY HAS TAKEN UNCERTAIN TAX POSITIONS THAT MORE LIKELY THAN NOT WILL NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS CONCLUDED THAT AS OF JUNE 30, 2021, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE UNITED WAY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. IN THE EVENT THAT THE UNITED WAY INCURS ANY INTEREST AND PENALTIES, IT WILL PRESENT INTEREST AS A COMPONENT OF INTEREST EXPENSE AND PENALTIES AS A COMPONENT OF OFFICE EXPENSE IN THE YEAR INCURRED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | PPP GRANT INCOME NOT YET FORGIVEN 151,999. SPECIAL EVENT EXPENSES 9,856. LOSS ON DISPOSAL OF FIXED ASSETS 685. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATED AMOUNTS 148,985. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 9,856. LOSS ON DISPOSAL OF FIXED ASSETS 685. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATED AMOUNTS 148,985. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CELEBRATION OF SERVICE | Event1Nm |
| Gross Receipts Event1 | $76,430 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $76,430 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $5,790 | OtherDirectExpensesEvent1Amt |
| Event2 | ANNUAL KICKOFF | Event2Nm |
| Gross Receipts Event2 | $42,015 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $42,015 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $3,372 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $118,445 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $118,445 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $9,162 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $9,162 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $109,283 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (50 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| AMERICA'S BEST CHARITIES | ||||||
| 1100 LARKSPUR LANDING CIRCLE | LARKSPUR | CA | 94939 | 943067804 | $30,125 | DONOR DIRECTED |
| AMERICA'S CHARITIES | ||||||
| 14150 NEWBROOK DRIVE SUITE 110 | CHANTILLY | VA | 20151 | 541517707 | $8,615 | DONOR DIRECTED |
| BIG BROTHERS BIG SISTERS OF ORANGE COUNTY NY | ||||||
| PO BOX 426 | VAILS GATE | NY | 12584 | 141597893 | $5,000 | HEALTH |
| BOYS & GIRLS CLUB OF NEWBURGH INC | ||||||
| 285 LIBERTY STREET | NEWBURGH | NY | 12550 | 141506144 | $20,000 | EDUCATION |
| CATHOLIC CHARITIES COMMUNITY SERVICES OF DUTCHESS COUNTY | ||||||
| 1011 FIRST AVENUE 6TH FLOOR | NEW YORK | NY | 10022 | 461341563 | $15,000 | INCOME |
| CATHOLIC CHARITIES COMMUNITY SERVICES OF ORANGE COUNTY | ||||||
| 27 MATTHEWS STREET | GOSHEN | NY | 10924 | 320151827 | $15,000 | INCOME |
| CENTER FOR GOVERNMENT RESEARCH | ||||||
| 1 SOUTH WASHINGTON ST SUITE 400 | ROCHESTER | NY | 14614 | 160754774 | $5,000 | INCOME |
| COMMON GROUND FARM | ||||||
| PO BOX 148 | BEACON | NY | 12508 | 010574675 | $5,000 | HEALTH |
| COMMUNITY HEALTH CHARITIES OF NY | ||||||
| PO BOX 759093 | BALTIMORE | MD | 21275 | 222570476 | $22,296 | DONOR DIRECTED |
| CORNELL COOPERATIVE EXTENSION DUTCHESS COUNTY | ||||||
| 2715 ROUTE 44 SUITE 1 | MILLBROOK | NY | 12545 | 146036882 | $5,000 | HEALTH |
| CULTURECONNECT | ||||||
| PO BOX 590 | RHINEBECK | NY | 12572 | 161516523 | $5,000 | EDUCATION |
| DUTCHESS COUNTY COMMUNITY ACTION AGENCY INC | ||||||
| 77 CANNON ST | POUGHKEEPSIE | NY | 12601 | 141611857 | $10,000 | EDUCATION |
| DUTCHESS COUNTY COMMUNITY ACTION AGENCY INC | ||||||
| 77 CANNON ST | POUGHKEEPSIE | NY | 12601 | 141611857 | $30,000 | INCOME |
| DUTCHESS COUNTY COMMUNITY ACTION AGENCY INC | ||||||
| 77 CANNON ST | POUGHKEEPSIE | NY | 12601 | 141611857 | $15,000 | INCOME |
| DUTCHESS OUTREACH INC | ||||||
| 29 N HAMILTON ST SUITE 222 | POUGHKEEPSIE | NY | 12601 | 222339537 | $21,200 | INCOME |
| DUTCHESS OUTREACH INC | ||||||
| 29 N HAMILTON ST SUITE 222 | POUGHKEEPSIE | NY | 12601 | 222339537 | $5,000 | HEALTH |
| EARTHSHARE | ||||||
| 407 GREENWOOD AVENUE 209 | TRENTON | NJ | 08609 | 223323080 | $5,877 | DONOR DIRECTED |
| EXODUS TRANSITIONAL COMMUNITY | ||||||
| 2271 3RD AVENUE | NEW YORK | NY | 10035 | 311731465 | $10,000 | INCOME |
| FAMILY SERVICES INC | ||||||
| 29 NORTH HAMILTON STREET | POUGHKEEPSIE | NY | 12601 | 141338399 | $15,000 | EDUCATION |
| FAMILY OF WOODSTOCK | ||||||
| PO BOX 3516 | KINGSTON | NY | 12402 | 141537663 | $5,228 | DONOR DIRECTED |
| FOOD FOR KIDS | ||||||
| 2 FATHER TIERNEY CIRCLE | WASHINGTONVILLE | NY | 10992 | 823650190 | $10,000 | HEALTH |
| GRACE SMITH HOUSE INC | ||||||
| 1 BROOKSIDE AVENUE | POUGHKEEPSIE | NY | 12601 | 141626657 | $10,000 | EDUCATION |
| GRACE SMITH HOUSE INC | ||||||
| 1 BROOKSIDE AVENUE | POUGHKEEPSIE | NY | 12601 | 141626657 | $10,000 | INCOME |
| GLOBAL IMPACT | ||||||
| 1199 N FAIRFAX STREET SUITE 300 | ALEXANDRIA | NY | 22314 | 521273585 | $5,317 | DONOR DIRECTED |
| HUDSON RIVER HOUSING | ||||||
| 313 MILL STREET | POUGHKEEPSIE | NY | 12601 | 222456648 | $20,000 | EDUCATION |
| HUDSON RIVER HOUSING | ||||||
| 313 MILL STREET | POUGHKEEPSIE | NY | 12601 | 222456648 | $10,000 | EDUCATION |
| HUDSON RIVER HOUSING | ||||||
| 313 MILL STREET | POUGHKEEPSIE | NY | 12601 | 222456648 | $15,000 | INCOME |
| HUDSON RIVER HOUSING | ||||||
| 313 MILL STREET | POUGHKEEPSIE | NY | 12601 | 222456648 | $7,000 | INCOME |
| LAND TO LEARN | ||||||
| PO BOX 223 | BEACON | NY | 12508 | 463267308 | $15,000 | HEALTH |
| JEWISH FAMILY SERVICES | ||||||
| 720 ROUTE 17 M | MIDDLETOWN | NY | 10940 | 141731791 | $12,000 | INCOME |
| LEGAL SERVICES OF THE HUDSON VALLEY | ||||||
| 331 MAIN ST 2ND FLOOR SUITE 200 | POUGHKEEPSIE | NY | 12601 | 136265606 | $25,000 | INCOME |
| LEGAL SERVICES OF THE HUDSON VALLEY | ||||||
| 331 MAIN ST 2ND FLOOR SUITE 200 | POUGHKEEPSIE | NY | 12601 | 136265606 | $8,000 | INCOME |
| LITERACY CONNECTIONS OF THE HUDSON VALLEY INC | ||||||
| 325 MAIN STREET | POUGHKEEPSIE | NY | 12601 | 141710952 | $20,000 | EDUCATION |
| NEWBURGH ARMORY UNITY CENTER | ||||||
| 321 SOUTH WILLIAM STREET | NEWBURGH | NY | 12550 | 274649035 | $21,200 | EDUCATION |
| NORTHEAST COMMUNITY COUNCIL INC | ||||||
| PO BOX 35 | MILLERTON | NY | 12546 | 141736237 | $10,000 | HEALTH |
| PAWLING RESOURCE CENTER | ||||||
| PO BOX 331 | PAWLING | NY | 12564 | 510195123 | $7,500 | INCOME |
| POUGHKEEPSIE FARM PROJECT | ||||||
| PO BOX 3143 | POUGHKEEPSIE | NY | 12603 | 141813679 | $20,000 | HEALTH |
| REAL SKILLS | ||||||
| 29 NORTH HAMILTON STREET | POUGHKEEPSIE | NY | 12601 | 261086662 | $10,000 | EDUCATION |
| REGIONAL FOOD BANK OF NORTHEASTERN NY | ||||||
| 965 ALBANY SHAKER ROAD | LATHAM | NY | 12110 | 222470885 | $13,844 | DONOR DIRECTED |
| REGIONAL FOOD BANK OF NORTHEASTERN NY | ||||||
| 965 ALBANY SHAKER ROAD | LATHAM | NY | 12110 | 222470885 | $20,000 | HEALTH |
| FEARLESS HUDSON VALLEY | ||||||
| PO BOX 649 | NEWBURGH | NY | 12550 | 141679391 | $10,000 | EDUCATION |
| FEARLESS HUDSON VALLEY | ||||||
| PO BOX 649 | NEWBURGH | NY | 12550 | 141679391 | $13,200 | INCOME |
| THE ART EFFECT (FORMERLY SPARK MEDIA) | ||||||
| 45 PERSHING AVENUE | POUGHKEEPSIE | NY | 12601 | 222538177 | $10,000 | HEALTH |
| THE NATIONAL ALLIANCE FOR MENTAL ILLNESS | ||||||
| PO BOX 787 | POUGHKEEPSIE | NY | 12602 | 112622795 | $16,200 | EDUCATION |
| UNITED WAY OF WESTCHESTER PUTNAM | ||||||
| 336 CENTRAL PARK AVE | WHITE PLAINS | NY | 10601 | 131997636 | $10,000 | INCOME |
| UNITED WAY OF WESTCHESTER PUTNAM | ||||||
| 336 CENTRAL PARK AVE | WHITE PLAINS | NY | 10601 | 131997636 | $32,000 | INCOME |
| VASSAR COLLEGE URBAN EDUCATION INITIATIVE | ||||||
| 124 RAYMOND AVE BOX 709 | POUGHKEEPSIE | NY | 12604 | 141338587 | $15,000 | EDUCATION |
| THE NEWBURGH MINISTRY | ||||||
| 9 JOHNSTON STREET | NEWBURGH | NY | 12550 | 141706558 | $131,500 | INCOME |
| UNITED WAY OF WESTCHESTER PUTNAM | ||||||
| 336 CENTRAL PARK AVE | WHITE PLAINS | NY | 10601 | 131997636 | $46,682 | INCOME |
| UNITED WAY OF WESTCHESTER PUTNAM | ||||||
| 336 CENTRAL PARK AVE | WHITE PLAINS | NY | 10601 | 131997636 | $31,220 | INCOME |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 37 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | APPLICANT IS REQUIRED TO FILL OUT A COMMUNITY IMPACT APPLICATION. APPLICATIONS ARE REVIEWED BY AREA COUNCIL VOLUNTEERS. IF APPROVED FOR FUNDING, THE APPLICANT MUST SIGN A PARTNERSHIP AGREEMENT IN ADDITION TO A CONTRACT. THE PARTNERSHIP AGREEMENT REQUIRES THAT THE AGENCY (1) BE A 501(C)(3) ORGANIZATION, (2) SUBMIT AUDITED FINANCIAL STATEMENTS AND FORM 990, (3) SUBMIT A MID-YEAR REVIEW REPORT, AND (4) PROVIDE AN ACCOUNTING OF HOW THE FUNDS WERE SPENT. THE COUNCIL RESERVES THE RIGHT TO OBSERVE THE FUNDED PROGRAMS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEANNIE MONTANO | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $156,958 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $12,557 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $9,734 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $179,249 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $277,289 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | THRIFT SHOP VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,836 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE VP OF FINANCE AND ADMINISTRATION, TOGETHER WITH THE INDEPENDENT ACCOUNTING FIRM, PREPARES THE FORM 990. IT IS PRESENTED TO AND REVIEWED IN DETAIL WITH THE AUDIT AND FINANCE COMMITTEES FOR ACCURACY AND COMPLETENESS. THE AUDIT COMMITTEE AUTHORIZES IT TO BE PRESENTED TO THE EXECUTIVE COMMITTEE WITH A RECOMMENDATION TO FILE. THE CHAIRMAN OF THE AUDIT COMMITTEE PRESENTS THE 990 TO THE EXECUTIVE COMMITTEE LINKING THE DATA TO THE ANNUAL AUDIT REPORT. THE EXECUTIVE COMMITTEE AUTHORIZES THE RELEASE OF THE 990 TO THE FULL BOARD WITH A RECOMMENDATION TO FILE. THE RETURN IS DISTRIBUTED TO THE BOARD MEMBERS FOR REVIEW AND DISCUSSION AT A BOARD MEETING. A RESOLUTION IS ADOPTED TO APPROVE THE FILING OF THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY ALL MEMBERS OF THE BOARD, OFFICERS AND EMPLOYEES ARE REQUIRED TO COMPLETE OR UPDATE AND RECERTIFY COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY SIGNING AND DATING A COPY OF THE POLICY. IN ADDITION EACH VOTE SHEET FOR ANY RESOLUTION FOR THE GRANTING OF FUNDS PRESENTED TO THE BOARD INCLUDES THE STATEMENT "ARE YOU RELATED TO ANY OF THE RECIPIENTS OR DO YOU STAND TO BENEFIT FROM THE RECIPIENTS RECEIVING THESE FUNDS? IF SO, PLEASE DISCLOSE, ANY MEMBER WITH A POSITIVE RESPONSE MUST RECUSE THEMSELVES." |
| FORM 990, PART VI, SECTION B, LINE 15 | LINE 15A - THE PRESIDENT AND CEO COMPLETES A SELF-EVALUATION USING A PRE-DETERMINED EVALUATION FORM WITH SEVEN SPECIFIC QUESTIONS. THESE SEVEN QUESTIONS ARE ANSWERED IN WRITTEN ESSAY/BULLET STYLE. A SECOND SECTION IS A SCALE-STYLE FORMAT WITH QUESTIONNAIRE THAT RANKS PERFORMANCE WITHIN A 1-5 FORMAT. THIS EVALUATION IS THEN PRESENTED TO THE BOARD CHAIR BY THE CHAIR OF THE EVALUATION COMMITTEE. THE BOARD CHAIR REQUESTS THE GOVERNANCE COMMITTEE AND BOARD MEMBERS TO COMPLETE AN EVALUATION ON THE PRESIDENT USING THE SAME EVALUATION TOOLS. THESE ARE THEN COMBINED AND THE BOARD CHAIR, THE PAST CHAIR, AND THE CEO MEET TO DISCUSS THE RESULTS. A MUTUAL PLAN IS DEVELOPED FOR NEXT YEAR'S GOALS AND OBJECTIVES. THE CHAIR AND PAST CHAIR DISCUSS THE RESULTS IN EXECUTIVE SESSION WITH THE GOVERNANCE COMMITTEE AND THEN THE FULL BOARD WHERE A BOARD VOTE IS MADE TO ACCEPT THE RECOMMENDATIONS. THE CHAIR AND PAST CHAIR DECIDE ON SALARY INCREASES USING SALARY INFORMATION FROM A NUMBER OF SOURCES. THE PRINCIPAL SOURCE IS THE UWW HUMAN CAPITAL STUDY: EXECUTIVE SALARY REPORT WHICH PROVIDES SALARY COMPARISONS FOR UNITED WAYS OF COMPARABLE SIZE, COMPLEXITY AND LOCATION. OTHER SOURCES USED INCLUDE A SUMMARY OF OTHER LOCAL NON-PROFIT ORGANIZATION'S SALARIES THROUGH COMPARISONS OF 990'S. LINE 15B - EACH STAFF PERSON COMPLETES A SELF-EVALUATION USING A PRE-DETERMINED EVALUATION FORM. THE FORM IS REVIEWED BY THEIR SUPERVISOR AND THE SUPERVISOR'S COMMENTS ARE ADDED. PERFORMANCE IS SCORED USING A WEIGHTED SYSTEM BASED UPON EACH EMPLOYEE'S JOB DESCRIPTION. THE EVALUATION IS PRESENTED TO THE PRESIDENT FOR REVIEW AND APPROVAL. THE COMPLETED EVALUATION IS DISCUSSED WITH THE EMPLOYEE AND A MUTUAL PLAN IS DEVELOPED FOR THE NEXT YEAR'S GOALS AND OBJECTIVES. THE PRESIDENT MAKES THE RECOMMENDATION FOR SALARY ADJUSTMENTS AND THEY ARE APPROVED BY THE BOARD AS PART OF THE ANNUAL BUDGET APPROVAL PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATIONAL DOCUMENTS ARE A PUBLIC RECORD FILED WITH NYS ATTORNEY GENERAL'S OFFICE. A FINANCIAL OVERVIEW, THE CONFLICT OF INTEREST STATEMENT, WHISTLEBLOWER POLICY, PRIVACY POLICY, CODE OF ETHICS, AUDIT REPORT AND THE ANNUAL REPORT ARE ACCESSIBLE IN THE ACCOUNTABILITY SECTION OF ABOUT US ON OUR WEBSITE. HTTP://WWW.UWDOR.ORG/ACCOUNTABILITY |
| FORM 990, PART XI, LINE 9: | PPP GRANT INCOME NOT YET FORGIVEN 151,999. |
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