UNITED WAY OF THE VALLEY & GREATER UTICA AREA INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF THE VALLEY & GREATER UTICA AREA INC (EIN 15-0532074)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-13
- IRS object ID
- 202001959349303410
- Schema version
- 2018v3.2
- 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 | 2020-07-13T14:35:06-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 7936 SENECA TURNPIKE | AddressLine1Txt |
| City | CLINTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13323 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | 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 VALLEY & GREATER UTICA | 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 | 201 LAFAYETTE STREET NO 201 | AddressLine1Txt |
| City | UTICA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13502 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIN GUTIERREZ MATT | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3157334691 | PhoneNum |
| Signature | 2020-06-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD ZWEIFEL | PreparerPersonNm |
| PTIN | P00085938 | PTIN |
| Phone | 3157977781 | PhoneNum |
| Preparation | 2020-06-26 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.207.115.250 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-25 | IPDt |
| IP Tm | 15:05:22 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8F114167F16C7179A3DA06025B70EFA047A493A3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ERIN GUTIERREZ MATT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 LAFAYETTE STREET SUITE 201 | AddressLine1Txt |
| City | UTICA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,416,230 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITEDWAYGU.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 | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 21 | TotalEmployeeCnt |
| Total Volunteers | 1558 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,966,590 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,281,641 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,421 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,475 | CYInvestmentIncomeAmt |
| PY Other Revenue | $72,317 | PYOtherRevenueAmt |
| CY Other Revenue | $92,494 | CYOtherRevenueAmt |
| PY Total Revenue | $2,043,328 | PYTotalRevenueAmt |
| CY Total Revenue | $2,380,610 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $963,772 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $820,706 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $834,350 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,001,712 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $372,681 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $559,071 | PYOtherExpensesAmt |
| CY Other Expenses | $726,533 | CYOtherExpensesAmt |
| PY Total Expenses | $2,357,193 | PYTotalExpensesAmt |
| CY Total Expenses | $2,548,951 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$313,865 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$168,341 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,096,464 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,921,756 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $502,290 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $451,813 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,594,174 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,469,943 | 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 | $1,951,942 | ExpenseAmt |
| Grant | $820,706 | GrantAmt |
| Revenue | $43,616 | RevenueAmt |
| Desc | THE MISSION OF UWVGU IS TO MOBILIZE THE CARING POWER OF THE VALLEY & GREATER UTICA AREA BY CONNECTING PEOPLE, RESOURCES AND IDEAS TO CREATE A THRIVING COMMUNITY. COMMUNITY INVESTMENT FUNDING INCLUDES COLLABORATIVE PARTNERSHIPS AND COALITIONS, ASSESSMENT OF COMMUNITY NEEDS AND FUND DISTRIBUTION TO SUPPORT PROGRAMS. THE UWVGU FUNDED 33 AGENCIES IN THE TWELVE MONTH PERIOD ENDING 6/30/19. OUR FOCUS AREAS ARE HEALTH, EDUCATION, INCOME AND COMMUNITY SAFETY NET. | Desc |
| Total Program Service Expenses | $1,951,942 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 21 | 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 |
| 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | JAIME BONFARDICE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3157334691 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 LAFAYETTE STREET | AddressLine1Txt |
| City | UTICA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13502 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| WILLIAM PERROTTI | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DR CATHLEEN MCCOLGIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ERIN BUSHINGER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK DILORENZO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MAIMUN KHAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW NICHOLL | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GREGORY MORRA | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GILBERT PALLADINO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EDWARD BARRONE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICK COSTELLO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN HOBIKA JR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK LEWANDROWSKI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIFFANY STEFANSKI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN SURRACE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EVE VAN DE WAL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KIM VANDUREN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SABRINA FRYMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIN GUTIERREZ MATT | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $70,519 | $0 | $548 | |
| JAIME BONFARDICE | ||||||
| CFO | 40.00 | Yes (X) | $23,750 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $94,269 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $548 | 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 | $1,476,631 | FederatedCampaignsAmt |
| All Other Contributions | $805,010 | AllOtherContributionsAmt |
| Total Contributions | $2,281,641 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,669 | TotalRevenueColumnAmt |
| Exclusion | $6,669 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,716 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,910 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$194 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$194 | TotalRevenueColumnAmt |
| Exclusion | -$194 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $78,588 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $29,710 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,878 | TotalRevenueColumnAmt |
| Exclusion | $48,878 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEES | 561000 | $43,161 | $43,161 |
| MISC | 561000 | $455 | $455 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $43,616 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,380,610 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $43,616 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $55,353 | 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 | $820,706 | TotalAmt |
| Program Services | $820,706 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,875 | TotalAmt |
| Program Services | $79,495 | ProgramServicesAmt |
| Management And General | $25,989 | ManagementAndGeneralAmt |
| Fundraising | $47,391 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $680,047 | TotalAmt |
| Program Services | $353,202 | ProgramServicesAmt |
| Management And General | $113,867 | ManagementAndGeneralAmt |
| Fundraising | $212,978 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,838 | TotalAmt |
| Program Services | $5,001 | ProgramServicesAmt |
| Management And General | $4,494 | ManagementAndGeneralAmt |
| Fundraising | $13,343 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,525 | TotalAmt |
| Program Services | $41,156 | ProgramServicesAmt |
| Management And General | $9,256 | ManagementAndGeneralAmt |
| Fundraising | $31,113 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,427 | TotalAmt |
| Program Services | $32,474 | ProgramServicesAmt |
| Management And General | $12,341 | ManagementAndGeneralAmt |
| Fundraising | $19,612 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,707 | TotalAmt |
| Program Services | $5,407 | ProgramServicesAmt |
| Management And General | $261 | ManagementAndGeneralAmt |
| Fundraising | $39 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,425 | TotalAmt |
| Program Services | $16,508 | ProgramServicesAmt |
| Management And General | $797 | ManagementAndGeneralAmt |
| Fundraising | $120 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,786 | TotalAmt |
| Program Services | $5,481 | ProgramServicesAmt |
| Management And General | $265 | ManagementAndGeneralAmt |
| Fundraising | $40 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $470,834 | TotalAmt |
| Program Services | $446,052 | ProgramServicesAmt |
| Management And General | $21,541 | ManagementAndGeneralAmt |
| Fundraising | $3,241 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,218 | TotalAmt |
| Program Services | $334 | ProgramServicesAmt |
| Management And General | $511 | ManagementAndGeneralAmt |
| Fundraising | $1,373 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,447 | TotalAmt |
| Program Services | $109,703 | ProgramServicesAmt |
| Management And General | $12,687 | ManagementAndGeneralAmt |
| Fundraising | $12,057 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,475 | TotalAmt |
| Program Services | $557 | ProgramServicesAmt |
| Management And General | $427 | ManagementAndGeneralAmt |
| Fundraising | $491 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,159 | TotalAmt |
| Program Services | $3,279 | ProgramServicesAmt |
| Management And General | $3,167 | ManagementAndGeneralAmt |
| Fundraising | $2,713 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,896 | TotalAmt |
| Program Services | $8,765 | ProgramServicesAmt |
| Management And General | $1,483 | ManagementAndGeneralAmt |
| Fundraising | $1,648 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,505 | TotalAmt |
| Program Services | $5,935 | ProgramServicesAmt |
| Management And General | $4,681 | ManagementAndGeneralAmt |
| Fundraising | $2,889 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,594 | TotalAmt |
| Program Services | $9,140 | ProgramServicesAmt |
| Management And General | $2,954 | ManagementAndGeneralAmt |
| Fundraising | $5,500 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,846 | TotalAmt |
| Program Services | $1,403 | ProgramServicesAmt |
| Management And General | $2,104 | ManagementAndGeneralAmt |
| Fundraising | $2,339 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CAMPAIGN SUPPLIES | $20,904 | $3,144 | $4,820 | $12,940 |
| MEMBERSHIP DUES & SUBSC | $7,423 | $2,008 | $2,577 | $2,838 |
| BANK FEES | $2,314 | $2,192 | $106 | $16 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,548,951 | TotalAmt |
| Program Services | $1,951,942 | ProgramServicesAmt |
| Management And General | $224,328 | ManagementAndGeneralAmt |
| Fundraising | $372,681 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $628,293 | BOYAmt |
| EOY | $479,135 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $454,447 | BOYAmt |
| EOY | $462,837 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $832,384 | BOYAmt |
| EOY | $759,913 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,350 | BOYAmt |
| EOY | $14,255 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $46,059 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $46,059 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,167,990 | BOYAmt |
| EOY | $1,205,616 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,096,464 | BOYAmt |
| EOY | $2,921,756 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,444 | BOYAmt |
| EOY | $166,925 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,291 | BOYAmt |
| EOY | $5,788 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $399,555 | BOYAmt |
| EOY | $279,100 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $502,290 | BOYAmt |
| EOY | $451,813 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,934,226 | BOYAmt |
| EOY | $1,788,334 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $384,795 | BOYAmt |
| EOY | $406,456 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,153 | BOYAmt |
| EOY | $275,153 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,594,174 | BOYAmt |
| EOY | $2,469,943 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,096,464 | BOYAmt |
| EOY | $2,921,756 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$168,341 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $44,110 | 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 | $2,290,131 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,073,493 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,152,328 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,866,538 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,326,440 | CurrentTaxYearAmt |
| Total | $10,708,930 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,290,131 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,073,493 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,152,328 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,866,538 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,326,440 | CurrentTaxYearAmt |
| Total | $10,708,930 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $10,708,930 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,761 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,718 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,419 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,772 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,669 | CurrentTaxYearAmt |
| Total | $22,339 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,731,269 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $334,402 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99790 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95950 | 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 | $659,711 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $21,653 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $681,364 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $618,834 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $40,877 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $659,711 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $535,775 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $83,059 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $618,834 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $551,967 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$16,192 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $535,775 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $557,848 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $10,756 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,637 | OtherExpendituresAmt |
| End Year Balance | $551,967 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.40380 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.59620 | 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 | $39,344 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,344 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,715 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,715 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INTEREST IN ASSETS HELD BY THIRD PARTY | $1,199,828 |
| CUSTODIAL FUNDS | $5,788 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,205,616 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CAMPAIGN DESIGNATIONS PAYABLE | $227,310 |
| DEFERRED REVENUE | $51,790 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $279,100 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,271,668 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $74,880 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $44,110 | OtherRevenueAmt |
| Revenue Not Reported | $118,990 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,152,678 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $5,786 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $222,146 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $227,932 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,380,610 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,395,899 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $74,880 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $74,880 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,321,019 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $5,786 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $222,146 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $227,932 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,548,951 | 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 44,110. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATED CONTRIBUTIONS 222,146. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATED CONTRIBUTIONS 222,146. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | YOUTH COOKING CHALLENGE | Event1Nm |
| Gross Receipts Event1 | $9,000 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $9,000 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $350 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $290 | OtherDirectExpensesEvent1Amt |
| Event2 | DAY OF ACTION | Event2Nm |
| Gross Receipts Event2 | $28,805 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $28,805 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $8,655 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $11,567 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $19,985 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $19,985 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $75 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $100 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $100 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $2,624 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,105 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $57,790 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $57,790 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $75 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $100 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $100 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $11,629 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $12,962 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $24,866 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $32,924 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (28 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|
| AIDS COMMUNITY RESOURCES | |||||
| 401 COLUMBIA STREET | UTICA | NY | 13502 | $43,440 | FUNDED PARTNER |
| CATHOLIC CHARITIES OF HERKIMER COUNTY | |||||
| 61 WEST STREET | ILION | NY | 13357 | $41,148 | FUNDED PARTNER |
| CATHOLIC CHARITIES OF ONEIDA AND MADISON COUNTIES | |||||
| 1408 GENESEE STREET | UTICA | NY | 13502 | $8,365 | FUNDED PARTNER |
| CENTER FOR FAMILY LIFE & REC | |||||
| 502 COURT STREET SUITE 402 | UTICA | NY | 13502 | $10,091 | FUNDED PARTNER |
| COUNTRY PANTRY (KIRKLAND) | |||||
| 5476 EUREKA ROAD | ROME | NY | 13440 | $13,046 | FUNDED PARTNER |
| FOOD BANK OF CENTRAL NEW YORK | |||||
| 7066 INTERSTATE ISLAND ROAD | SYRACUSE | NY | 13209 | $6,806 | FUNDED PARTNER |
| FOOTHILLS RURAL COMMUNITY MINISTRY | |||||
| 7835 CHURCH STREET | HOLLAND PATENT | NY | 13354 | $12,266 | FUNDED PARTNER |
| JOHNSON PARK CENTER | |||||
| 26 JOHNSON PARK | UTICA | NY | 13501 | $67,544 | FUNDED PARTNER |
| LEGAL AID SOCIETY OF MID-NEW YORK | |||||
| 255 GENESEE STREET | UTICA | NY | 13501 | $28,142 | FUNDED PARTNER |
| MULTI-CULTURAL ASSOC FOR MED INTERPRET | |||||
| 309 GENESEE STREET | UTICA | NY | 13501 | $7,591 | FUNDED PARTNER |
| NEIGHBORHOOD CENTER OF UTICA | |||||
| 293 GENESEE STREET | UTICA | NY | 13501 | $29,679 | FUNDED PARTNER |
| PARKWAY SENIOR CENTER | |||||
| 220 MEMORIAL PARKWAY | UTICA | NY | 13501 | $28,119 | FUNDED PARTNER |
| PETER MAURIN HOUSE INC | |||||
| 130 EAGLE STREET | UTICA | NY | 13501 | $16,166 | FUNDED PARTNER |
| RESOURCE CENTER FOR INDEPENDENT LIVING | |||||
| 409 COLUMBIA STREET | UTICA | NY | 13502 | $35,878 | FUNDED PARTNER |
| SALVATION ARMY OF UTICA | |||||
| 14 CLINTON PLACE | UTICA | NY | 13501 | $8,365 | FUNDED PARTNER |
| SALVATION ARMY OF HERKIMER | |||||
| 431 N PROSPECT ST | HERKIMER | NY | 13350 | $8,365 | FUNDED PARTNER |
| THE PEACEMAKER PROGRAM | |||||
| 502 COURT STREET SUITE 234 | UTICA | NY | 13502 | $8,365 | FUNDED PARTNER |
| THEA BOWMAN HOUSE | |||||
| 731 LAFAYETTE STREET | UTICA | NY | 13502 | $58,789 | FUNDED PARTNER |
| UTICA SAFE SCHOOLS HEALTHY STUDENTS PARTNERSHIP INC | |||||
| 106 MEMORIAL PARKWAY 208 | UTICA | NY | 13501 | $32,774 | FUNDED PARTNER |
| WOMEN'S EMPLOYMENT AND RESOURCE CENTER | |||||
| 185 GENESEE STREET | UTICA | NY | 13501 | $10,946 | FUNDED PARTNER |
| YMCA OF THE MOHAWK VALLEY | |||||
| 83 E MAIN ST | MOHAWK | NY | 13407 | $21,519 | FUNDED PARTNER |
| YWCA OF THE MOHAWK VALLEY | |||||
| 1000 CORNELIA STREET | UTICA | NY | 13502 | $20,058 | FUNDED PARTNER |
| MOHAWK VALLEY COMMUNITY ACTION AGENCY | |||||
| 9882 RIVER ROAD | UTICA | NY | 13502 | $18,212 | FUNDED PARTNER |
| MOHAWK VALLEY RESOURCE CENTER FOR | |||||
| 309 GENESEE STREET | UTICA | NY | 13501 | $15,091 | FUNDED PARTNER |
| ON POINT FOR COLLEGE INC | |||||
| 1654 W ONONDOGA BLVD | SYRACUSE | NY | 13204 | $10,946 | FUNDED PARTNER |
| UCDCNY VETERN'S OUTREACH CENTER | |||||
| 726 WASHINGTON STREET | UTICA | NY | 13502 | $16,166 | FUNDED PARTNER |
| MUNICIPAL HOUSING AUTHORITY OF THE CITY OF UTICA NY | |||||
| 509 2ND STREET | UTICA | NY | 13501 | $15,946 | FUNDED PARTNER |
| KIDS ONEIDA | |||||
| 310 MAIN STREET | UTICA | NY | 13501 | $37,437 | 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 446,052. MANAGEMENT AND GENERAL EXPENSES 21,541. FUNDRAISING EXPENSES 3,241. TOTAL EXPENSES 470,834. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST IN AGENCY FUND INVESTMENT 44,110. |
| FORM 990 PART XII, LINE 2C. | NO CHANGE TO PROCESS |
Comments