2018-05-11T05:46:45-00:00 2017-12-31 DARCY ALDOUS CPA PC 142 AUTUMN RIDGE CIRCLE ITHACA NY 14850 990 2017-01-01 160998159 CHENANGO UNITED WAY INC CHEN 6073348815 83 NORTH BROAD STREET FRONT SUITE NORWICH NY 13815 ELIZABETH MONACO EXECUTIVE DIRECTOR 2018-05-11 true Darcy Aldous 6073194847 2018-05-11 2017 2022-09-23 18:48:47Z TERRA CARNRIKE-GRANATA 83 NORTH BROAD STREET NORWICH NY 13815 977209 false X WWW.CHENANGOUW.ORG X 1995 NY CHENANGO UNITED WAY BUILDS PARTNERSHIPS AND MAXIMIZES RESOURCES TO IMPROVE THE QUALITY OF LIFE FOR LOCAL RESIDENTS IN THE FOCUS AREAS OF INCOME, EDUCATION, AND HEALTH. 19 19 2 235 0 440704 475498 0 39878 49766 9678 4548 490260 529812 300675 313500 0 107516 109867 0 56534 106536 103617 514727 526984 -24467 2828 1676959 1761551 47877 10762 1629082 1750789 X CHENANGO UNITED WAY BUILDS PARTNERSHIPS AND MAXIMIZES RESOURCES TO IMPROVE THE QUALITY OF LIFE FOR LOCAL RESIDENTS IN THE FOCUS AREAS OF INCOME, EDUCATION, AND HEALTH. false false 408000 313500 HEALTH - PROVIDED FUNDS TO ELIGIBLE PROGRAMS WITH FUNDS COLLECTED VIA ANNUAL CAMPAIGN TO SUPPORT HEALTH FOCUS AREA - INCREASE OPPORTUNITIES TO IMPROVE PEOPLES HEALTH BY FOCUSING ON EFFORTS TOWARD DISEASE PREVENTION, MANAGING RISK FACTORS AND INCREASING HEALTH AWARENESS IN ORDER TO SPECIFICALLY ADDRESS THE ISSUE OF THE HIGH RATES OF HEART DISEASE, OBESITY AND ORAL/PHARYNX CANCER IN CHENANGO COUNTY. EDUCATION - PROVIDE FUNDS TO ELIGIBLE PROGRAMS WITH FUNDS COLLECTED VIA ANNUAL CAMPAIGN TO SUPPORT EDUCATION FOCUS AREA - INCREASE OPPORTUNITIES TO IMPROVE THE SAFETY OF YOUTH, PROVIDE SERVICES FOR THE DISABLED YOUTH DEMOGRAPHIC AND INCREASE THE SCHOOL READINESS AND SCHOOL COMPLETION RATES OF YOUTHS IN CHENANGO COUNTY IN ORDER TO HELP ALL YOUTH ACHIEVE THEIR FULL POTENTIAL. INCOME - PROVIDED FUNDS TO ELIGIBLE PROGRAMS WITH FUNDS COLLECTED VIA ANNUAL CAMPAIGN TO SUPPORT INCOME FOCUS AREA CONTINUED ON SCHEDULE O 408000 true true false false false false false false false true true false false true true false true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 1 0 true 2 true false false false false false false false false false false X 19 19 false false true false true true false true true false false true true true true true true true true false NY X X X CHENANGO UNITED WAY INC 6073348815 83 N BROAD STREET FRONT SUITE NORWICH NY 13815 TERRA CARNRIKE-GRANATA BOARD CHAIR 005.00 X X 0 0 0 SHELLY BARTOW TREASURER 005.00 X X 0 0 0 JOHN ANTONOWICZ CAMPAIGN CO CHAIR 005.00 X X 0 0 0 JERRI WEBB CAMPAIGN CO CHAIR 005.00 X X 0 0 0 KAREN SASTRI COMMUNITY IMPACT CHAIR 005.00 X X 0 0 0 DAN WAGNER DIRECTOR 005.00 X 0 0 0 GINA GOLDMAN DIRECTOR 005.00 X 0 0 0 BRYAN MCCRACKEN DIRECTOR 005.00 X 0 0 0 WHITNEY DOWNEY DIRECTOR 005.00 X 0 0 0 MAT WHITE DIRECTOR 005.00 X 0 0 0 REBECCA HARGRAVE VICE CHAIR 005.00 X X 0 0 0 JOHN STAFFORD DIRECTOR 005.00 X 0 0 0 ANNE DREXLER DIRECTOR 005.00 X 0 0 0 BRUCE BEADLE DIRECTOR 005.00 X 0 0 0 DEB BARKER DIRECTOR 005.00 X 0 0 0 BOB MACKEY DIRECTOR 005.00 X 0 0 0 MELISSA STAGNARO DIRECTOR 005.00 X 0 0 0 REBECCA GRAHAM DIRECTOR 005.00 X 0 0 0 DAN KETCHUM DIRECTOR 005.00 X 0 0 0 ELIZABETH MONACO EXECUTIVE DIRECTOR 040.00 X 59033 0 11044 59033 11044 false false false 10198 2185 463115 475498 28747 462739 441720 21019 21019 10225 2185 5677 4548 529812 313500 313500 0 0 0 70077 23359 23359 23359 0 31445 10482 10482 10481 943 314 314 315 481 161 160 160 6921 2307 2307 2307 0 0 8525 8525 0 8072 2691 2691 2690 1172 1172 242 81 81 80 777 77 623 77 6405 2135 2135 2135 0 14825 3246 4171 7408 3417 995 1073 1349 0 0 0 0 1026 342 342 342 2075 208 1867 UNCOLLECTIBLE ACCOUNTS 11015 11015 COMMUNITY INITIATIVES 32150 32150 DUES AND SUBSCRIPTIONS 5751 1917 1917 1917 CAMPAIGN COSTS 4470 1788 2682 3695 1232 1231 1232 526984 408000 62450 56534 152626 159364 302904 289725 700 700 24434 23074 1299 1360 1129156 1214861 90274 95541 1676959 1761551 40609 1709 7268 9053 47877 10762 X 1263061 1366049 281877 296108 84144 88632 1629082 1750789 1676959 1761551 X 2828 114391 4488 X false true X true false X 445213 437088 476042 440704 475498 2274545 445213 437088 476042 440704 475498 2274545 2274545 27339 37139 29858 39878 49766 183980 2458525 0.92520 0.85310 X 0.00000 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false 1159952 15866 159981 58018 8072 1269709 1059470 163956 55948 7526 1159952 1154631 -29880 57752 7529 1059470 1175275 45993 58800 7837 1154631 1063119 172841 53300 7385 1175275 1.00000 true false 24434 23074 1360 1360 Financial derivatives and other financial products Closely-held equity interests DIRECTED PLEDGES RECEIVABLE 6909 PERPETUAL TRUST 88632 95541 Federal income taxes DIRECTED CONTRIBUTIONS PAYABLE 6909 CONTRIBUTIONS PAYABLE 2144 9053 637676 114391 4488 118879 518797 11015 11015 529812 515969 515969 11015 11015 526984 V 4 THE BOARD OF THE UNITED WAY HAS INVESTED UNRESTRICTED FUNDS WITH THE INTENDED PURPOSE OF CREATING AN ENDOWMENT THAT WOULD PROVIDE ENOUGH EARNINGS TO COMPLETELY COVER THE ADMINISTRATIVE OVERHEAD COST OF THE OPERATING BUDGET. INVASION OF THE PRINCIPLE OF THIS FUND WOULD ONLY BE ALLOWED BY A THREE QUARTERS VOTE OF THE BOARD, AND ONLY IN THE EVENT OF A SIGNIFICANT FINANCIAL SHORTFALL IN THE ANNUAL CAMPAIGN, UNDER THE CURRENT BOARD POLICY. XI 2D GAIN ON PERPETUAL TRUST 4,488 XI 4B UNCOLLECTIBLE ACCOUNTS NETTED WITH CAMPAIGN CONTRIBUTIONS 11,015 VII 4B UNCOLLECTIBLE ACCOUNTS NETTED WITH CAMPAIGN CONTRIBUTIONS 11,015 true THE IMPACT PROJECT 4 CLINTON STREET GREENE NY 13778 204478251 501C3 19299 HOME REPAIRS FOR LOW INCOME AMERICAN RED CROSS 620 E MAIN ST ENDICOTT NY 13760 530196605 501C3 7667 DISASTER SERVICES CORNELL COOPERATIVE EXTENSION 99 N BROAD STREET NORWICH NY 13815 166072876 501C3 45073 HEALTHY LIVING OPTIONS CATHOLIC CHARITIES 3 O HARA DR NORWICH NY 13815 161307983 501C3 32724 COUNCILING AND SUPPORT SHELTER THE PLACE 20 E MAIN STREET NORWICH NY 13815 161277226 501C3 83186 KID AND TEEN PROGRAMS MOTHERS & BABIES PERINATAL NETWORK 27 WEST MAIN STREET NORWICH NY 13815 161478905 501C3 19537 NORWICH PAL, FAMILY SUPPORT AND MENTORING CHENANGO HEALTH NETWORK 24 CONKEY AVE NORWICH NY 13815 521987010 501C3 44746 FAMILY ASSISTANCE AND PRESCRIPTION PROGRAM RURAL HEALTH NETWORK PO BOX 416 WHITNEY POINT NY 13862 223568461 501C3 8078 CONNECTION TO CARE PROGRAM FAMILY PLANNING OF SCNY 37 DIETZ STREET NORWICH NY 13815 161005972 501C3 22194 ACCESS TO HEALTHCARE GUERNSEY MEMORIAL LIBRARY 3 COURT STREET NORWICH NY 13815 156008368 501C3 17525 IMAGINE LIBRARY 10 Part I Line 2 MID YEAR SITE VISITS TO COMPARE GRANT APPLICATION ACCOMPLISHMENTS TO ACTUAL ACCOMPLISHMENTS. Form 990, Part III, Line 4 INCREASE OPPORTUNITIES TO ADDRESS THE LONG TERM FINANCIAL SECURITY OF CHENANGO COUNTY FAMILIES BY HELPING FAMILIES GAIN FINANCIAL INDEPENDENCE, INCREASE INCOME, BUILD SAVINGS, AND GROW ASSETS, SO THAT THEY HAVE REDUCED DEBT AND ARE WORKING TOWARD GOALS SUCH AS POSTSECONDARY EDUCATION, STABLE HOUSING, BUSINESS, OR RETIREMENT. Form 990, Part VI, Line 6 THE MEMBERS OF THE CORPORATION SHALL BE THE PERSONS WHO HAVE CONTRIBUTED TO THE CORPORATION DURING THE FISCAL YEAR IMMEDIATELY PRECEDING THE ANNUAL CELEBRATION EVENT. THE BOARD OF DIRECTORS SHALL SERVE AS THE VOTING BODY OF THE CORPORATION AND SHALL REPRESENT THE INTEREST OF THE MEMBERSHIP. Form 990, Part VI, Line 11B EACH YEAR THE EXECUTIVE DIRECTOR AND THE BOARD TREASURER WILL REVIEW THE FORM 990 FOR ACCURACY AND COMPLETION. THE AUDIT AND FORM 990 WILL BE REVIEWED WITH THE FINANCE/AUDIT COMMITTEE BEFORE SUBMISSION. THE FINAL AUDIT WILL ALSO BE PRESENTED TO THE BOARD OF DIRECTORS IN MAY OF EACH YEAR. Form 990, Part VI, Line 12C BOARD MEMBERS, STAFF AND VOLUNTEERS PLEDGE TO ACCEPT THIS CODE AS A MINIMUM GUIDELINE FOR ETHICAL CONDUCT AND STEWARDSHIP SHALL PROVIDE WRITTEN VERIFICATION THAT THEY WILL COMPLY WITH THIS POLICY ON AN ANNUAL BASIS. DEFINITIONS - CONFLICT OF INTEREST EXISTS WHEN A MATTER TO BE ACTED UPON BY THE BOARD OF DIRECTORS OR AN ACTING SUBCOMMITTEE OF THE BOARD CONFERS A DIRECT, SUBSTANTIAL BENEFIT TO ANY DIRECTOR, BUSINESS OR AGENCY FROM WHICH THE DIRECTOR OF THE BOARD DERIVES AN INCOME OF HAS AUTHORITY IN GOVERNANCE. ATTENTION - A DIRECTOR SHALL ABSTAIN FROM VOTING ON ANY MATTER BEFORE THE BOARD WHICH PLACES HIM OR HER IN A CONFLICT OF INTEREST, PARTICULAR IN REGARD TO MATTERS INVOLVING MEMBER AGENCIES. PROCEDURES - PRIOR TO VOTING ON MATTERS IN WHICH A POTENTIAL CONFLICT OF INTEREST EXISTS FOR ANY DIRECTOR, THE BOARD CHAIR SHALL INQUIRE WHETHER ANY DIRECTOR OF THE BOARD DESIRES TO OBSTAIN FROM VOTING BECAUSE OF A CONFLICT OF INTEREST, AND ANY DIRECTOR OF THE BOARD SHALL DECLARE THAT HE OR SHE ABSTAINS FROM VOTING DUE TO A CONFLICT OF INTEREST. PRIOR TO VOTING ON ANY MATTER, A DIRECTOR OF THE BOARD MAY REQUEST BY ANOTHER DIRECTOR OF THE BOARD TO ABSTAIN FROM VOTING DUE TO A CONFLICT OF INTEREST. IF THE CHALLENGED DIRECTOR REFUSES TO ABSTAIN FROM VOTING AS REQUESTED, THE BOARD CHAIR SHALL IMMEDIATELY CALL FOR A VOTE OF THE DIRECTORS TO DETERMINE WHETHER THE CHALLENGED DIRECTOR IS IN CONFLICT OF INTEREST AND SHALL BE REQUIRED TO ABSTAIN FROM VOTING ON THE MATTER OF THE BOARD. IF A TWO-THIRDS 2/3 MAJORITY OF THE DIRECTORS PRESENT VOTES TO REQUIRE ATTENTION OF THE CHALLENGED DIRECTOR, THE DIRECTOR SHALL NOT BE PERMITTED TO VOTE. Form 990, Part VI, Line 15A LED BY THE BOARD CHAIR, THE CHENANGO UNITED WAY EXECUTIVE COMMITTEE WILL CONDUCT AN ANNUAL PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR IN NOVEMBER OF EACH YEAR. THE PERFORMANCE REVIEW SHALL INCLUDE REVIEW OF THE FOLLOWING ITEMS - PERFORMANCE OF OBJECTIVES, INCLUDING SIGNIFICANT ACCOMPLISHMENTS, CHALLENGES AND OPPORTUNITIES. - METHODS USED TO ACHIEVE RESULTS, INCLUDING JOB PERFORMANCE, ABILITY TO COMMUNICATE AND INTERACT, LEADERSHIP ABILITY A FORMAL PERFORMANCE REVIEW SHALL BE PRESENTED TO THE EXECUTIVE DIRECTOR AND REVIEWED BY THE BOARD CHAIR BEFORE THE END OF THE CALENDAR YEAR. FEEDBACK AND DISCUSSION FROM THIS REVIEW WILL BE USED TO IDENTIFY WORK PLAN GOALS FOR THE NEXT CALENDAR YEAR. EVERY THREE YEARS, THE EXECUTIVE DIRECTOR AND THE EXECUTIVE COMMITTEE SHALL HAVE THE OPPORTUNITY TO NEGOTIATE A THREE-YEAR EMPLOYMENT CONTRACT, AS RECOMMENDED BY THE UNITED WAY OF NYS AND THE UNITED WAY OF AMERICA. THIS EMPLOYMENT CONTRACT SHALL INDENTIFY THE TERMS OF EMPLOYMENT, COMPENSATION PACKAGE, BUSINESS EXPENSE REIMBURSEMENT, CONTRACT CANCELLATIONS, CONFIDENTIALITY AND NON-COMPETE CLAUSES, INDEMNIFICATION AND SUCCESSOR CLAUSES. Form 990, Part VI, Line 15B LED BY THE BOARD CHAIR, THE CHENANGO UNITED WAY EXECUTIVE COMMITTEE WILL CONDUCT AN ANNUAL PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR IN NOVEMBER OF EACH YEAR. THE PERFORMANCE REVIEW SHALL INCLUDE REVIEW OF THE FOLLOWING ITEMS - PERFORMANCE OF OBJECTIVES, INCLUDING SIGNIFICANT ACCOMPLISHMENTS, CHALLENGES AND OPPORTUNITIES. - METHODS USED TO ACHIEVE RESULTS, INCLUDING JOB PERFORMANCE, ABILITY TO COMMUNICATE AND INTERACT, LEADERSHIP ABILITY A FORMAL PERFORMANCE REVIEW SHALL BE PRESENTED TO THE EXECUTIVE DIRECTOR AND REVIEWED BY THE BOARD CHAIR BEFORE THE END OF THE CALENDAR YEAR. FEEDBACK AND DISCUSSION FROM THIS REVIEW WILL BE USED TO IDENTIFY WORK PLAN GOALS FOR THE NEXT CALENDAR YEAR. EVERY THREE YEARS, THE EXECUTIVE DIRECTOR AND THE EXECUTIVE COMMITTEE SHALL HAVE THE OPPORTUNITY TO NEGOTIATE A THREE-YEAR EMPLOYMENT CONTRACT, AS RECOMMENDED BY THE UNITED WAY OF NYS AND THE UNITED WAY OF AMERICA. THIS EMPLOYMENT CONTRACT SHALL INDENTIFY THE TERMS OF EMPLOYMENT, COMPENSATION PACKAGE, BUSINESS EXPENSE REIMBURSEMENT, CONTRACT CANCELLATIONS, CONFIDENTIALITY AND NON-COMPETE CLAUSES, INDEMNIFICATION AND SUCCESSOR CLAUSES. Form 990, Part VI, Line 19 COPIES OF THE ANNUAL FINANCIAL STATEMENTS, AUDIT AND FORM 990 WILL BE MADE AVAILABLE TO THE COMMUNITY BY REQUEST. THE CHENANGO UNITED WAY ANNUAL REPORT WILL BE MADE AVAILABLE ON THE ORGANIZATIONS WEBSITE EACH YEAR. ALSO, COPIES MAY BE FOUND ON THE CHARITIES BUREAU WEBSITE. Form 990, Part XI, Line 9 INCREASE IN TRUST ACCOUNT 4,488