2017-11-06T10:12:56-08:00 2016-12-31 Piaker & Lyons PC PO Box 190 5862 County Rd 32 Norwich NY 13815 990 2016-01-01 160998159 CHENANGO UNITED WAY INC CHEN 6073348815 83 NORTH BROAD STREETFRONT SUITE NORWICH NY 13815 TERRA CARNRIKE-GRANATA BOARD CHAIR 2017-10-25 true ROY E FULLER CPA P00005268 6073368908 2016 2017-02-10 21:41:12Z TERRA CARNRIKE-GRANATA 83 NORTH BROAD STREET NORWICH NY 13815 669490 false 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. 20 20 2 492 0 476042 440704 0 24485 39878 2509 9678 503036 490260 334495 300675 0 104154 107516 0 59138 69453 106536 508102 514727 -5066 -24467 1591466 1676959 7679 47877 1583787 1629082 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 354597 253708 HEALTH - PROVIDED FUNDS TO 8 ELIGIBLE PROGRAMS WITH FUNDS COLLECTED VIA ANNUAL CAMPAIGN TO SUPPORT HEALTH FOCUS AREA - INCREASE OPPOTUNITIES TO IMPROVE PEOPLE'S 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 - PROVIDED FUNDS TO 5 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 4 ELIGIBLE PROGRAMS WITH FUNDS COLLECTED VIA ANNUAL CAMPAIGN TO SUPPORT INCOME FOCUS AREA - 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. 23767 23767 CHENANGO HEALTH NETWORK - PROVIDE FINANCIAL ASSISTANCE FOR BREAST CANCER PATIENTS 23200 23200 CHENANGO HEALTH NETWORK - PROVIDE ASSISSTANCE TO PURCHASE PRESCRIPTION DRUGS 401564 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 false false false false true 2 0 false 2 true false false false false false false false false 0 false false false false false false false false false false X 20 20 false false false 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 ST FRONT SUITE NORWICH NY 13815 DAN WAGNER Director 5.00 0.00 X 0 0 0 PAM MEALEY Director 5.00 0.00 X 0 0 0 TJ MOOREHEAD Director 5.00 0.00 X 0 0 0 KENDALL DREXLER Director 5.00 0.00 X 0 0 0 ANGELA HULBERT VICE BD CHAIR 5.00 0.00 X X 0 0 0 BRYAN McCRACKEN Director 5.00 0.00 X 0 0 0 WHITNEY DOWNEY Director 5.00 0.00 X 0 0 0 BRUCE BEADLE Director 5.00 0.00 X 0 0 0 ELIZABETH BUNCE Director 5.00 0.00 X 0 0 0 REBECCA HARGRAVE Director 5.00 0.00 X 0 0 0 DEB BARKER Director 5.00 0.00 X 0 0 0 JERRI WEBB Director 5.00 0.00 X 0 0 0 GINA GOLDMAN Director 5.00 0.00 X 0 0 0 TERRA CARNRIKE-GRANATA BOARD CHAIR 5.00 0.00 X X 0 0 0 JOHN ANTONOWICZ Director 5.00 0.00 X 0 0 0 SHELLY BARTOW Treasurer 5.00 0.00 X X 0 0 0 BOB MACKEY Director 5.00 0.00 X 0 0 0 MATT WHITE Director 5.00 0.00 X 0 0 0 JOHN STAFFORD Director 5.00 0.00 X 0 0 0 ANNE DREXLER Director 5.00 0.00 X 0 0 0 ELIZABETH MONACO Executive Dir. 40.00 0.00 X 57833 0 10330 57833 10330 0 false false false 0 10399 184 430121 440704 0 27507 27507 0 0 0 188160 175789 12371 12371 12371 13119 184 3441 9678 9678 0 0 0 490260 49556 300675 300675 0 0 0 68163 22721 22721 22721 0 31201 10400 10401 10400 921 307 307 307 449 150 149 150 6782 2261 2261 2260 0 0 8325 2775 2775 2775 0 0 7526 2509 2508 2509 1668 556 556 556 870 290 290 290 506 103 300 103 0 0 13902 3007 3533 7362 945 142 236 567 0 3671 1224 1223 1224 0 0 1042 347 347 348 2115 211 1904 GREATER CHENANGO CARES IRT 29497 29497 UNCOLLECTIBLE ACCOUNTS 13172 13172 DUES AND SUBSCRIPTIONS 6528 2176 2176 2176 CAMPAIGNS 4790 1150 295 3345 11979 7891 2043 2045 514727 401564 54025 59138 0 109066 152626 365579 302904 0 0 0 0 0 700 25812 24513 2341 1299 1024357 1129156 0 0 0 90123 90274 1591466 1676959 1327 40609 6352 7268 7679 47877 X 1152201 1263061 347815 281877 83771 84144 1583787 1629082 1591466 1676959 X -24467 69389 373 X false true X true false X 461476 445213 437088 476042 440704 2260523 0 0 461476 445213 437088 476042 440704 2260523 192943 2067580 28883 27339 37139 29858 39878 163097 0 0 2423620 0.85310 0.86030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1059470 163956 55948 7526 1159952 1154631 -29880 57752 7529 1059470 1175275 45993 58800 7837 1154631 1063119 172841 53300 7385 1175275 1001814 118298 50107 6886 1063119 1.00000 true false false 25812 24513 1299 1299 DIRECTED PLEDGES RECEIVABLE 6130 PERPETUAL TRUST 84144 90274 DIRECTED CONTRIBUTIONS PAYABLE 6130 FUNDS TO REALLOCATE 1138 7268 546850 69389 373 69762 477088 13172 13172 490260 501555 501555 13172 13172 514727 Part V, Line 4: Intended uses of the endowment fund. 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 Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 GAIN ON PERPETUAL TRUST $373 Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S UNCOLLECTIBLE ACCTS NETTED WITH CONTRA $13172 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S UNCOLLECTIBLE ACCOUNT NETTED IN REVENUE $13172 true CATHOLIC CHARITIES-COUNSELING 3 OHARA DR NORWICH NY 13815 161307983 501(C)(3) 35866 0 SUPPORT SHELTER PLUS CARE & OPTIONS CHENANGO HEALTH NETWORK 24 CONKEY AVE NORWICH NY 13815 521987010 501(C)(3) 46967 0 SUPPORT PRESCRIPTION ASST PROGRAM CORNELL COOP EXTENSION 99 N BROAD STREET NORWICH NY 13815 166072876 501(C)(3) 45155 0 SUPPORT GROW, COOK, SERVE & EAT PRG FAMILY PLANNING OF SCNY 37 DIETZ STREET ONEONTA NY 13820 161005972 501(C)(3) 23906 0 SUPPORT ACCESS TO HEATHCARE GUERNSEY MEMORIAL LIBRARY 3 COURT STREET NORWICH NY 13815 156008368 501(C)(3) 15000 0 BOOKS FROM BIRTH PRM, IMAGINE LIB MOTHER & BABIES PERINATAL NET 27 WEST MAIN STREET NORWICH NY 13815 161478905 501(C)(3) 18941 0 NORWICH PAL FAMILY SPT & MENTORING THE IMPACT PROJECT 4 CLINTON STREET GREENE NY 13778 204478251 501(C)(3) 19702 0 HOME REPAIRS FOR LOW INCOME THE PLACE 20 E MAIN STREET NORWICH NY 13815 161277226 501(C)(3) 83993 0 SUPPORT VARIOUS KIDS & TEEN PRGMS 8 0 Grantmaker's Description of How Grants are Used MID YEAR SITE VISITS TO COMPARE GRANT APPLICATION ACCOMPLISHMENTS TO ACTUAL ACCOMPLISHMENTS Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder 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 interests of the membership. Form 990, Part VI, Line 11b: Form 990 Review Process 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 LATE APRIL OF EACH YEAR. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts 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. A 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 OR 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 ABSTAIN FROM VOTING BECAUSE OF A CONFLICT OF INTEREST, AND ANY DIRECTOR OF THE BOARD SHALL DELCARE 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 BE REQUESTED 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 BEFORE 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: Compensation Review & Approval Process - CEO, Top Management 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 PERFORMANCES 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 ABILITYA 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 CALENDER 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 IDENTIFY 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: Compensation Review and Approval Process for Officers and Key Employees 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 PERFORMANCES 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 ABILITYA 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 CALENDER 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 IDENTIFY 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: Other Organization Documents Publicly Available COPIES OF THE ANNUAL FINANCIAL STATEMENTS, AUDIT AND FORM 990 WILL BE MADE AVAILABLE TO THE COMMUNITY BY REQUEST. THE CUW ANNUAL REPORT WILL BE MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE EACH YEAR. ALSO, COPIES MAY BE FOUND ON THE CHARITIES BUREAU WEBSITE. Other Changes In Net Assets Or Fund Balances - Other Increases INCREASE IN TRUST ACCOUNT = $373