2016-11-15T09:13:00-06:00 2016-06-30 132550103 D'ARCANGELO & CO LLP 510 HAIGHT AVE POUGHKEEPSIE NY 12603 990 2015-07-01 061045698 UNITED WAY OF MID-HUDSON VALLEYINC D/B/A UNITED WAY OF THE UNIT 8454711900 75 MARKET STREET POUGHKEEPSIE NY 12601 JEANNIE MONTANO PRESIDENT & CEO 8454711900 2016-11-10 true BRENDA K SANTORO P00305062 8454737774 2016-11-10 2015 2017-02-10 21:41:12Z DUTCHESS-ORANGE REGION JEANNIE MONTANO 75 MARKET ST POUGHKEEPSIE NY 12601 3109221 false X WWW.UWDOR.ORG X 1987 NY TO BUILD A STRONGER, HEALTHIER COMMUNITY BY RAISING RESOURCES AND DEVELOPING PARTNERSHIPS THAT MAKE A MEASURABLE DIFFERENCE IN PEOPLE'S LIVES. 19 19 22 1431 0 2724928 2503993 0 81511 116851 43020 99434 2849459 2720278 1646437 1527479 0 973760 1012642 0 487648 510469 434989 3130666 2975110 -281207 -254832 6243308 5575268 861715 588757 5381593 4986511 X TO BUILD A STRONGER, HEALTHIER COMMUNITY BY RAISING RESOURCES AND DEVELOPING PARTNERSHIPS THAT MAKE A MEASURABLE DIFFERENCE IN PEOPLE'S LIVES. false false 534769 355353 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. 645849 429166 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. 685742 455676 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. 287284 287284 DONOR DIRECTED GIFTS- GRANTS TO 501(C)(3) CHARITIES DIRECTED BY THE ORGANIZATION'S DONORS. 287284 287284 2153644 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 false false false false false false false false false true false false false false false false false false true 8 0 true 22 true false false false false false false false false false false false false false false false X 19 19 false false false false false false false true true false false true true true true true true true true false NY X X X CAROLYN ZAZZARINO 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 KEN KOSIOR TREASURER 2.00 X X 0 0 0 DENISE GORSKI SECRETARY 2.00 X X 0 0 0 AVA BYNUM BOARD MEMBER 2.00 X 0 0 0 KEVIN CLEARY 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 MICHELLE S O'REILLY BOARD MEMBER 2.00 X 0 0 0 DIANE M PASSARO 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 HERB K WHITE BOARD MEMBER 2.00 X 0 0 0 JEANNIE MONTANO PRESIDENT & 40.00 X 104003 0 16658 CAROLYN ZAZZARINO VP, FINANCE 40.00 X 78015 0 6241 182018 22899 1 false false false 205665 195088 2103240 126500 2503993 91902 91902 359609 334660 24949 24949 24949 147216 54283 92933 92933 MISCELLANEOUS INCOME 6501 6501 6501 2720278 31450 184835 1472908 1472908 54571 54571 259934 102275 65850 91809 576482 227333 142792 206357 31572 12137 9267 10168 69587 27012 19697 22878 75067 29026 19267 26774 690 297 146 247 37200 16021 7865 13314 30332 30332 26574 8674 3390 14510 2691 1883 135 673 83238 35750 14857 32631 42376 24046 8483 9847 77489 44203 15774 17512 14120 8590 1576 3954 26395 15674 7169 3552 24589 12295 6147 6147 33861 19316 6892 7653 14595 7297 3649 3649 CAMPAIGN ADMIN FEES 14709 14709 DUES & SUBSCRIPTIONS 5857 3731 862 1264 OTHER PROGRAM COSTS 273 273 2975110 2153644 333818 487648 1074988 662447 442839 459011 967294 852796 11187 50070 15344 22972 903393 558443 372433 344950 3196935 3083165 162288 99857 6243308 5575268 208156 152504 401329 293063 171880 75000 80350 68190 861715 588757 X 4136602 3782618 961248 920150 283743 283743 5381593 4986511 6243308 5575268 -254832 -140250 X false true X true false X 3512602 3318140 2789604 2740926 2596925 14958197 3512602 3318140 2789604 2740926 2596925 14958197 277831 14680366 42931 43832 41849 65513 91902 286027 71357 52468 59869 10097 6501 200292 15444516 0.95050 0.95540 X PART II, LINE 10 SPECIAL EVENTS 26,346 ADMINISTRATIVE FEES 157,348 MISCELLANEOUS INCOME 16,598 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 2503993 15239 1512240 3000 false false 2189823 -31197 58026 2100600 2353119 17335 180631 2189823 2046516 357743 51140 2353119 1864122 281486 46569 52523 2046516 1976655 -59056 2500 50977 1864122 0.40730 0.13510 0.45760 true false 12000 12000 80000 64000 16000 688308 379877 308431 123085 114566 8519 344950 ENERGY PENETRATION FUND PAYABLES 68190 68190 X 2372805 -140250 56110 54283 -29857 2402662 30332 287284 317616 2720278 2767887 56110 54283 110393 2657494 30332 287284 317616 2975110 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 54,283 SCHEDULE D, PAGE 4, PART XI, LINE 4B DONOR DESIGNATED AMOUNTS 287,284 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENT EXPENSES 54,283 SCHEDULE D, PAGE 4, PART XII, LINE 4B DONOR DESIGNATED AMOUNTS 287,284 NY CELEBRATION OF 114750 114750 44030 ANNUAL KICKOFF 29312 29312 9024 144062 144062 53054 53054 91008 true ASTOR SERVICES FOR CHILDREN AND FAM PO BOX 5005 RHINEBECK NY 12572 141397918 3 70000 EDUCATION ASTOR SERVICES FOR CHILDREN AND FAM PO BOX 5005 RHINEBECK NY 12572 141397918 3 10000 INCOME BIG BROTHERS BIG SISTERS-ORANGE PO BOX 426 VAILS GATE NY 12584 141597893 3 15000 EDUCATION BOYS AND GIRLS CLUB OF NEWBURGH 285 LIBERTY STREET NEWBURGH NY 12550 141506144 3 35000 EDUCATION CATHARINE STREET CENTER 69 CATHARINE STREET POUGHKEEPSIE NY 12601 146037154 3 20000 EDUCATION CATHOLIC CHARITIES COMM CENTER - OC 224 MAIN ST GOSHEN NY 10924 320151827 3 10000 INCOME CATHOLIC CHARITIES COMM CENTER - OC 224 MAIN ST GOSHEN NY 10924 320151827 3 15000 HEALTH CATHOLIC CHARITIES COMM CENTER -POK 218 CHURCH ST POUGHKEEPSIE NY 12601 135562185 3 10000 INCOME CENTER FOR GOVERNMENT RESEARCH 1 SOUTH WASHINGTON ST SUITE 400 ROCHESTER NY 14614 160754774 3 10000 INCOME CORNELL COOPERATIVE EXTENSION DUTC 2715 ROUTE 44 SUITE ONE MILLBROOK NY 12545 146036882 3 25000 HEALTH CORNELL COOPERATIVE EXTENSION DUTC 2715 ROUTE 44 SUITE ONE MILLBROOK NY 12545 146036882 3 30000 INCOME CHILD ABUSE PREVENTION CENTER 249 HOOKER AVE POUGHKEEPSIE NY 12601 141584091 3 30000 HEALTH CHILD ABUSE PREVENTION CENTER 249 HOOKER AVE POUGHKEEPSIE NY 12601 141584091 3 10000 INCOME DUTCHESS COUNTY COMMUNITY ACTION AG 77 CANNON ST POUGHKEEPSIE NY 12601 141611857 3 23000 INCOME DUTCHESS COUNTY COMMUNITY ACTION AG 77 CANNON ST POUGHKEEPSIE NY 12601 141611857 3 30000 INCOME DUTCHESS COUNTY COMMUNITY ACTION AG 77 CANNON ST POUGHKEEPSIE NY 12601 141611857 3 10000 INCOME DUTCHESS COUNTY COMMUNITY ACTION AG 77 CANNON ST POUGHKEEPSIE NY 12601 141611857 3 20000 INCOME DUTCHESS OUTREACH 29 N HAMILTON ST SUITE 222 POUGHKEEPSIE NY 12601 222339537 3 15000 INCOME FAMILY SERVICES 29 NORTH HAMILTON STREET POUGHKEEPSIE NY 12601 141338399 3 20000 HEALTH FOOD BANK OF THE HUDSON VALLEY 965 ALBANY SHAKER ROAD LATHAM NY 12110 222470885 3 50000 INCOME GIRLS ON THE RUN HUDSON VALLEY 237 HUDSON STREET OFFICE A CORNWALLONHUDSON NY 12520 222804639 3 15000 HEALTH GRACE SMITH HOUSE PO BOX 5205 POUGHKEEPSIE NY 12602 141626657 3 15000 EDUCATION GRACE SMITH HOUSE PO BOX 5205 POUGHKEEPSIE NY 12602 141626657 3 35000 HEALTH GRACE SMITH HOUSE PO BOX 5205 POUGHKEEPSIE NY 12602 141626657 3 10000 INCOME HONOREHG INC 38 SEWARD AVENUE MIDDLETOWN NY 10940 141596731 3 10000 INCOME HOUSE OF FAITH MINISTRY INC PO BOX 1326 WAPPINGERS FALLS NY 12590 260121573 3 10000 INCOME HUDSON VALLEY SEED INC 380 MAIN STREET BEACON NY 12508 463267308 3 25000 HEALTH HUDSON RIVER HOUSING 313 MILL STREET POUGHKEEPSIE NY 12601 222456648 3 20000 HEALTH HUDSON RIVER HOUSING 313 MILL STREET POUGHKEEPSIE NY 12601 222456648 3 27000 INCOME HUDSON RIVER HOUSING 313 MILL STREET POUGHKEEPSIE NY 12601 222456648 3 10000 INCOME JEWISH FAMILY SERVICES OF ORANGE CO 720 ROUTE 17 M MIDDLETOWN NY 10940 141731791 3 10000 INCOME LEGAL SERVICES OF THE HUDSON VALLEY 325 MAIN ST POUGHKEEPSIE NY 12601 141710952 3 10000 INCOME LITERACY CONNECTIONS OF THE HV 325 MAIN STREET POUGHKEEPSIE NY 12601 141710952 3 40000 EDUCATION MEDIATION CENTER OF DUTCHESS COUNTY 147 UNION ST SUITE 102 POUGHKEEPSIE NY 12601 141762932 3 15000 HEALTH MENTAL HEALTH ASSOCIATION ORANGE C 73 JAMES P KELLY WAY MIDDLETOWN NY 10940 146024124 3 20000 HEALTH MID HUDSON CHILDREN'S MUSUEM 75 NORTH WATER STREET POUGHKEEPSIE NY 12601 223021355 3 70000 EDUCATION NEWBURGH ARMORY UNITY CENTER 321 SOUTH WILLIAM ST NEWBURGH NY 12550 274649035 3 20000 EDUCATION NORTHEAST COMMUNITY CENTER PO BOX 35 MILLERTON NY 12546 141736237 3 10000 INCOME INSPIRE 2 FLETCHER ST GOSHEN NY 10924 141456248 5950 EDUCATION POUGHKEEPSIE FARM PROJECT PO BOX 3143 POUGHKEEPSIE NY 12603 3 15000 HEALTH SAFE HOMES OF ORANGE COUNTY PO BOX 649 NEWBURGH NY 12550 141679391 3 15000 EDUCATION SAFE HOMES OF ORANGE COUNTY PO BOX 649 NEWBURGH NY 12550 141679391 3 25000 HEALTH SAFE HOMES OF ORANGE COUNTY PO BOX 649 NEWBURGH NY 12550 141679391 3 7000 INCOME THE GREATER HVFAMILY HEALTH CENTER 2570 US HIGHWAY 9W SUITE 10 CORNWALL NY 12518 061036715 3 6500 INCOME UNITED WAY OF WESTCHESTER & PUTNAM 336 CENTRAL PARK AVE WHITE PLAINS NY 10601 131997636 3 24000 INCOME UNITED WAY OF WESTCHESTER & PUTNAM 336 CENTRAL PARK AVE WHITE PLAINS NY 10601 131997636 3 42864 DONOR DIRECTED VASSAR COLLEGE URBAN EDUCATION INIT 124 RAYMOND AVENUE POUGHKEEPSIE NY 12604 141338587 3 25000 EDUCATION COMMUNITY HEALTH CHARITIES 1240 NORTH PITT 3RD FL ALEXANDRIA VA 22314 136167225 3 6002 DONOR DIRECTED COMMUNITH HEALTH CHARITIES OF NY PO BOX 759093 BALTIMORE MD 21275 222570476 3 8440 DONOR DIRECTED INDEPENDENT CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIRCLE LARKSPUR CA 94939 943067804 3 5910 DONOR DIRECTED 40 HOME HEATING ASSISTANCE 41 54571 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 111099 THRIFT SHOP VALUE X 6 15401 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 VICE PRESIDENT 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 VICE PRESIDENT 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 FIVE SPECIFIC QUESTIONS. THESE FIVE QUESTIONS ARE ANSWERED IN WRITTEN ESSAY-STYLE FORMAT. 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. 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 FORM, THE AUDIT REPORT AND THE ANNUAL REPORT ARE ACCESSIBLE IN THE ACCOUNTABILITY SECTION OF ABOUT US ON OUR WEBSITE. HTTP://WWW.UWDOR.ORG/ACCOUNTABILITY