2018-01-08T10:18:03-05:00 2017-06-30 132550103 D'ARCANGELO & CO LLP 510 HAIGHT AVE POUGHKEEPSIE NY 12603 990 2016-07-01 061045698 UNITED WAY OF THE DUTCHESS-ORANGE REGION INC UNIT 8454711900 75 MARKET STREET POUGHKEEPSIE NY 12601 JEANNIE MONTANO PRESIDENT & CEO 8454711900 2017-12-11 true BRENDA K SANTORO P00305062 8454737774 2018-01-08 866DE2918CD28D1597527B80300EBA3928A00844 866DE2918CD28D1597527B80300EBA3928A00844 2016 2021-01-29 14:40:06Z JEANNIE MONTANO 75 MARKET ST POUGHKEEPSIE NY 12601 3168705 false X WWW.UWDOR.ORG X 1987 NY TO FIGHT FOR THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF EVERY PERSON IN OUR COMMUNITY. 18 18 19 1671 0 2503993 2514145 0 116851 152560 99434 144769 2720278 2811474 1527479 1407551 0 1012642 1140082 0 550205 434989 530311 2975110 3077944 -254832 -266470 5575268 5493082 588757 493043 4986511 5000039 X TO FIGHT FOR THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF EVERY PERSON IN OUR COMMUNITY. false false 489954 280000 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. 830209 474450 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. 741907 423987 EDUCATION UNITED WAY FOCUSES ON CHILDREN AND YOUTH TO HELP THEM ACHIEVE THEIR POTENTIAL THROUGH EDUCATION. SERVICES PROVIDED THROUGH PARTNER ORGANIZATIONS INCLUDE ADMINISTERING, SCREENING AND INTERVENTION IN A CHILD'S EARLY YEARS SO THAT CHILDREN ENTER SCHOOL READY TO SUCCEED. 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. 229114 229114 DONOR DIRECTED GIFTS- GRANTS TO 501(C)(3) CHARITIES DIRECTED BY THE ORGANIZATION'S DONORS. 229114 229114 2291184 true true false false false true false false false true true false false false true true true false false false false false false false true false false true true true false false false false false false false false true false false false false false false false false true 5 0 true 19 true false false false false false false false false false false false false false false false X 18 18 false false false false false false false true true false false true true true true true true true true false NY X X X SUSAN MANNING 8454711900 75 MARKET STREET POUGHKEEPSIE NY 12601 BARRY ROTHFELD BOARD CHAIR 2.00 X X 0 0 0 STEVEN E HOWELL IMMEDIATE PA 2.00 X X 0 0 0 DAVID JOLLY VICE CHAIR 2.00 X X 0 0 0 KEVIN CLEARY 2ND VICE CHA 2.00 X X 0 0 0 KEN KOSIOR TREASURER 2.00 X X 0 0 0 DIANE PASSARO SECRETARY 2.00 X X 0 0 0 AVA BYNUM BOARD MEMBER 2.00 X 0 0 0 CHRISTINA DANIELE BOARD MEMBER 2.00 X 0 0 0 ARTHUR DEDOMINICIS BOARD MEMBER 2.00 X 0 0 0 MAUREEN HALAHAN BOARD MEMBER 2.00 X 0 0 0 STEVEN V LANT BOARD MEMBER 2.00 X 0 0 0 RICHARD MAYFIELD BOARD MEMBER 2.00 X 0 0 0 SHARON MCGINNIS BOARD MEMBER 2.00 X 0 0 0 MICHELLE S O'REILLY BOARD MEMBER 2.00 X 0 0 0 JAMES ROLLINS SR BOARD MEMBER 2.00 X 0 0 0 MICHAEL ROSENBERG BOARD MEMBER 2.00 X 0 0 0 ALLAN J ROSS BOARD MEMBER 2.00 X 0 0 0 SCOTT SWEENEY BOARD MEMBER 2.00 X 0 0 0 JEANNIE MONTANO PRESIDENT & 40.00 X 138157 0 23203 CAROLYN ZAZZARINO VP FINANCE T 40.00 X 82483 0 9099 SUSAN MANNING DIR FINANCE 40.00 X 0 0 0 220640 32302 1 false true false 155574 389286 1969285 118947 2514145 68265 68265 387419 303124 84295 84295 84295 195066 54107 140959 140959 MISCELLANEOUS INCOME 3810 3810 3810 2811474 88105 209224 1350343 1350343 57208 57208 315860 150093 113197 52570 631093 320714 52115 258264 38600 20185 2579 15836 71305 36675 8320 26310 83224 41318 13923 27983 4361 2408 587 1366 37200 20545 5005 11650 32682 32682 71724 64140 2018 5566 17647 7748 10 9889 75158 32653 8377 34128 42298 21439 2653 18206 92481 49480 12955 30046 14035 7516 611 5908 23078 12940 1704 8434 390 202 56 132 29005 15010 4206 9789 34377 18393 4815 11169 17246 8558 3106 5582 CAMPAIGN ADMIN FEES 14095 14095 LISTENING SESS INCENTIVES 9136 9136 OTHER PROGRAM COSTS 8380 8020 14 346 DUES & SUBSCRIPTIONS 7018 3778 304 2936 3077944 2291184 236555 550205 662447 407036 459011 328656 852796 897968 50070 16737 22972 19289 892652 546530 344950 346122 3083165 3406248 99857 71026 5575268 5493082 152504 180673 293063 271000 75000 1120 68190 40250 588757 493043 X 3782618 3658169 920150 1058127 283743 283743 4986511 5000039 5575268 5493082 -266470 279998 X false true X true false X 3318140 2789604 2740926 2596925 2655101 14100696 3318140 2789604 2740926 2596925 2655101 14100696 361622 13739074 43832 41849 65513 91902 68265 311361 52468 59869 10097 6501 3810 132745 14544802 3810 0.94460 0.95050 X PART II, LINE 10 ADMINISTRATIVE FEES 112,337 MISCELLANEOUS INCOME 20,408 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 2514145 1407551 3000 false false 2100600 291631 58371 2333860 2189823 -31197 58026 2100600 2353119 17335 180631 2189823 2046516 357743 51140 2353119 1864122 281486 46569 52523 2046516 0.43730 0.12160 0.44110 true false 12000 12000 80000 64000 16000 691888 407493 284395 108764 75037 33727 346122 CAPITAL LEASE OBLIGATIONS 30630 ENERGY PENETRATION FUND PAYABLES 9620 40250 X 2909863 279998 26080 54107 360185 2549678 32682 229114 261796 2811474 2896335 6785 73402 80187 2816148 32682 229114 261796 3077944 SCHEDULE D, PAGE 2, PART V, LINE 4 THE ORGANIZATION'S INTENDED USE OF ITS ENDOWMENT FUNDS IS TO PROVIDE LONG TERM SUPPORT FOR THE ORGANIZATION'S PROGRAMS. SCHEDULE D, PAGE 3, PART X MANAGEMENT HAS DETERMINED THAT THE UNITED WAY HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. SCHEDULE D, PAGE 4, PART XI, LINE 2D SPECIAL EVENT EXPENSES 54,107 SCHEDULE D, PAGE 4, PART XI, LINE 4B DONOR DESIGNATED AMOUNTS 229,114 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENT EXPENSES 73,402 SCHEDULE D, PAGE 4, PART XII, LINE 4B DONOR DESIGNATED AMOUNTS 229,114 NY CELEBRATION OF 138365 138365 38521 ANNUAL KICKOFF 40046 40046 8764 1 15135 15135 6722 193546 193546 54007 54007 139539 true ASTOR SERVICES FOR CHILDREN & FAMIL PO BOX 5005 RHINEBECK NY 12572 141397918 65000 EDUCATION BIG BROTHERS BIG SISTERS OF ORANGE PO BOX 426 VAILS GATE NY 12584 141597893 15000 HEALTH BOYS & GIRLS CLUB OF NEWBURGH INC 285 LIBERTY STREET NEWBURGH NY 12550 141506144 45000 EDUCATION CATHARINE STREET COMMUNITY CENTER 69 CATHARINE STREET POUGHKEEPSIE NY 12601 146037154 25000 EDUCATION CATHOLIC CHARITIES COMMUNITY SERVIC 27 MATTHEWS STREET GOSHEN NY 10924 320151827 10000 INCOME CATHOLIC CHARITIES COMMUNITY SERVIC 1011 FIRST AVENUE 6TH FLOOR NEW YORK NY 10022 461341563 20000 INCOME CENTER FOR GOVERNMENT RESEARCH 1 SOUTH WASHINGTON ST SUITE 400 ROCHESTER NY 14614 160754774 10000 INCOME CENTER FOR THE PREVENTION OF CHILD 35 VAN WAGNER RD POUGHKEEPSIE NY 12603 141584091 10000 HEALTH COMMON GROUND FARM PO BOX 148 BEACON NY 12508 010574675 10000 HEALTH COMMUNITY HEALTH CHARITIES OF NY PO BOX 759093 BALTIMORE MD 21275 222570476 6775 DONOR DIRECTED CORNELL COOPERATIVE EXTENSION ORANG 18 SEWARD AVENUE MIDDLETOWN NY 10940 146036889 20000 INCOME CORNERSTONE 2570 ROUTE 9W NORTH CORNWALL NY 12518 061036715 8000 INCOME DUTCHESS COUNTY COMMUNITY ACTION AG 78 CANNON ST POUGHKEEPSIE NY 12601 141611857 26000 INCOME DUTCHESS COUNTY COMMUNITY ACTION AG 77 CANNON ST POUGHKEEPSIE NY 12601 141611857 30000 INCOME DUTCHESS OUTREACH INC 29 N HAMILTON ST SUITE 222 POUGHKEEPSIE NY 12601 222339537 15000 INCOME EXODUS TRANSITIONAL COMMUNITY 2271 THIRD AVENUE NEW YORK NY 10035 311731465 10000 INCOME FAMILY SERVICES INC 29 NORTH HAMILTON STREET POUGHKEEPSIE NY 12601 141338399 10000 HEALTH FAMILY SERVICES INC 29 NORTH HAMILTON STREET POUGHKEEPSIE NY 12601 141338399 20000 HEALTH GIRLS ON THE RUN HUDSON VALLEY 237 HUDSON STREET OFFICE A CORNWALL ON HUDSON NY 12520 455480024 15000 HEALTH GRACE SMITH HOUSE INC 1 BROOKSIDE AVENUE POUGHKEEPSIE NY 12601 141626657 20000 EDUCATION GRACE SMITH HOUSE INC 1 BROOKSIDE AVENUE POUGHKEEPSIE NY 12601 141626657 40000 HEALTH GRACE SMITH HOUSE INC 1 BROOKSIDE AVENUE POUGHKEEPSIE NY 12601 141626657 15000 INCOME HONOREHG INC 38 SEWARD AVENUE MIDDLETOWN NY 10940 141596731 20000 HEALTH HUDSON RIVER HOUSING 313 MILL STREET POUGHKEEPSIE NY 12601 222456648 20000 HEALTH HUDSON RIVER HOUSING 313 MILL STREET POUGHKEEPSIE NY 12601 222456648 15000 INCOME HUDSON RIVER HOUSING 313 MILL STREET POUGHKEEPSIE NY 12601 222456648 27000 INCOME HUDSON VALLEY HERO PROJECT 3284 FRANKLIN AVE SUITE 2 MILLBROOK NY 12545 472637351 10000 HEALTH HUDSON VALLEY SEED INC PO BOX 223 BEACON NY 12508 463267308 35000 HEALTH INDEPENDENT CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIRCLE LARKSPUR CA 94939 943067804 7343 DONOR DIRECTED JEWISH FAMILY SERVICES 720 ROUTE 17 M MIDDLETOWN NY 10940 141731791 10000 INCOME LEGAL SERVICES OF THE HUDSON VALLEY 331 MAIN ST 2ND FLOOR SUITE 200 POUGHKEEPSIE NY 12601 136265606 18000 INCOME LITERACY CONNECTIONS OF THE HUDSON 325 MAIN STREET POUGHKEEPSIE NY 12601 141710952 45000 EDUCATION MEDIATION CENTER OF DUTCHESS COUNTY 147 UNION ST SUITE 102 POUGHKEEPSIE NY 12601 141762932 15000 HEALTH MENTAL HEALTH ASSOCIATION OF ORANGE 73 JAMES P KELLY WAY MIDDLETOWN NY 10940 146024124 10000 HEALTH MID-HUDSON CHILDREN'S MUSEUM 75 NORTH WATER STREET POUGHKEEPSIE NY 12601 223021355 60000 EDUCATION NEWBURGH ARMORY UNITY CENTER 321 SOUTH WILLIAM STREET NEWBURGH NY 12550 274649035 20000 EDUCATION NORTHEAST COMMUNITY COUNCIL INC PO BOX 35 MILLERTON NY 12546 141736237 10000 HEALTH NORTHEAST COMMUNITY COUNCIL INC PO BOX 35 MILLERTON NY 12546 141736237 10000 INCOME POUGHKEEPSIE FARM PROJECT PO BOX 3143 POUGHKEEPSIE NY 12603 141813679 25000 HEALTH REGIONAL FOOD BANK OF NORTHEASTERN 965 ALBANY SHAKER ROAD LATHAM NY 12110 680480736 5473 DONOR DIRECTED SAFE HOMES OF ORANGE COUNTY PO BOX 649 NEWBURGH NY 12550 141679391 20000 EDUCATION SAFE HOMES OF ORANGE COUNTY PO BOX 649 NEWBURGH NY 12550 141679391 25000 HEALTH SAFE HOMES OF ORANGE COUNTY PO BOX 649 NEWBURGH NY 12550 141679391 7000 INCOME UNITED WAY OF WESTCHESTER PUTNAM 336 CENTRAL PARK AVE WHITE PLAINS NY 10601 131997636 42684 EDUCATION UNITED WAY OF WESTCHESTER PUTNAM 336 CENTRAL PARK AVE WHITE PLAINS NY 10601 131997636 8500 DONOR DIRECTED UNITED WAY OF WESTCHESTER PUTNAM 336 CENTRAL PARK AVE WHITE PLAINS NY 10601 131997636 10000 INCOME UNITED WAY OF WESTCHESTER PUTNAM 336 CENTRAL PARK AVE WHITE PLAINS NY 10601 131997636 24000 INCOME VASSAR COLLEGE URBAN EDUCATION INIT 124 RAYMOND AVE BOX 709 POUGHKEEPSIE NY 12604 141338587 25000 EDUCATION 36 HOME HEATING ASSISTANCE 78 57208 SCHEDULE I, PAGE 1, PART I, LINE 2 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 FUNDED PROGRAMS. X false false false false false false false false false JEANNIE MONTANO PRESIDENT & CEO 138157 23203 161360 X 102674 THRIFT SHOP VALUE X 4 16273 FMV false false false FORM 990, PAGE 2, PART III, LINE 4D DONOR DIRECTED GIFTS- GRANTS TO 501(C)(3) CHARITIES DIRECTED BY THE ORGANIZATION'S DONORS. FORM 990, PAGE 6, PART VI, LINE 11B THE DIRECTOR 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 COMMITTEE 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 TOGETHER WITH THE DIRECTOR OF FINANCE AND ADMINISTRATION 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, PAGE 6, PART VI, 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 RECEIPIENTS OR DO YOU STAND TO BENEFIT FROM THE RECEIPIENTS RECEIVING THESE FUNDS? IF SO, PLEASE DISCLOSE, ANY MEMBER WITH A POSITIVE RESPONSE MUST RECUSE THEMSELVES." FORM 990, PAGE 6, PART VI, 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. FORM 990, PAGE 6, PART VI, 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, PAGE 6, PART VI, 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