2016-08-05T12:11:25-07:00 2015-12-31 Piaker & Lyons PC PO Box 190 5862 County Rd 32 Norwich NY 13815 990 2015-01-01 160998159 CHENANGO UNITED WAY INC CHEN 6073348815 83 NORTH BROAD STREETFRONT SUITE NORWICH NY 13815 KENDALL DREXLER BOARD CHAIR 2016-08-02 true ROY E FULLER CPA P00005268 6073368908 2015 2016-12-15 16:53:06Z KENDALL DREXLER 83 NORTH BROAD STREET NORWICH NY 13815 788014 false false X WWW.CHENAGOUW.ORG X 1995 NY CHENANGO UNITED WAY BUILDS PARTNERSHIPS AND MAXIMIZES RESOURCES TO IMPROVE THE QUALITY OF LIFE FOR LOCAL RESIDENTS. 21 21 2 518 0 437088 476042 0 262077 24485 -1094 2509 698071 503036 359304 334495 0 96549 104154 0 53123 65752 69453 521605 508102 176466 -5066 1655856 1591466 8293 7679 1647563 1583787 CHENANGO UNITED WAY BUILDS PARTNERSHIPS AND MAXIMIZES RESOURCES TO IMPROVE THE QUALITY OF LIFE FOR LOCAL RESIDENTS. false false 358555 296490 HEALTH - PROVIDED 8 ELIGIBLE ORGANIZATIONS 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 7 ELIGIBLE ORGANIZATIONS 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 8 ELIGIBLE ORGANIZATIONS 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. 19324 19324 REACHING OUT NO COST HEALTHCARE PROGRAM AT FAMILY PLANNING OF SCNY - THIS PROGRAM PROVIDED NO COST ANNUAL GYNECOLOGIC AND MEDICAL EXAMINATIONS TO PATIENTS WHO ARE UNDERINSURED OR UNINSURED. THIS PROGRAM PROVIDED SERVICES AT A HEALTH CENTER IN NORWICH AND SERVES MEN AND WOMEN COUNTYWIDE. 18681 18681 KIDS PROGRAM AT THE PLACE - THIS PROGRAM PROVIDED AFTERSCHOOL AND VACATION-TIME CHILDCARE SERVICES AND STRUCTURED YOUTH OPPORTUNITIES TO DEVELOP THE LEADERSHIP, CHARACTER, AND CIVIC ENGAGEMENT OF YOUTH PARTICIPANTS. THIS PROGRAM IS LOCATED TIN NORWICH AND SERVES FAMILIES COUNTYWIDE. 396560 true true false false false false false false false true true false false true true true 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 21 21 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 DAN AUWARTER Director 5.00 0.00 X 0 0 0 TJ MOOREHEAD Treasurer 5.00 0.00 X X 0 0 0 KENDALL DREXLER BOARD CHAIR 5.00 0.00 X X 0 0 0 ANGELA HULBERT Director 0.00 0.00 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 OLIN MILLER Director 5.00 0.00 X 0 0 0 ELIZABETH BRUCE Director 5.00 0.00 X 0 0 0 REBECCA HARGRAVE Director 5.00 0.00 X 0 0 0 KAREN SASTRI 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 VICE CHAIR 5.00 0.00 X X 0 0 0 JOHN ANTONOWICZ Director 5.00 0.00 X 0 0 0 THERESA MATTS Director 5.00 0.00 X 0 0 0 ANDY LAGOE 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 ANDY CHRUSCICKI 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 56149 0 9875 56149 9875 0 false false false 0 11462 2000 462580 476042 0 29858 29858 0 0 0 272584 277957 -5373 -5373 -5373 9530 2000 7021 2509 2509 0 0 0 503036 26994 334495 334495 0 0 0 66024 22008 22008 22008 0 30287 10095 10096 10096 0 1258 419 420 419 6585 2195 2195 2195 0 0 7825 7825 0 0 7529 2510 2509 2510 1846 234 1378 234 578 192 193 193 569 105 359 105 0 0 13259 2963 3373 6923 931 141 232 558 0 1330 444 443 443 0 0 1091 364 363 364 2030 203 1827 UNCOLLECTIBLE ACCOUNTS 17029 17029 DUES AND SUBSCRIPTIONS 6217 2073 2072 2072 COMPUTER EXPENSE 6090 2030 2030 2030 CAMPAIGNS 2948 707 182 2059 181 -1647 914 914 508102 396560 58419 53123 0 136818 109066 296952 365579 0 0 0 0 0 0 25812 23471 3432 2341 1118577 1024357 0 0 0 100077 90123 1655856 1591466 966 1327 7327 6352 8293 7679 X 1276386 1152201 278427 347815 92750 83771 1647563 1583787 1655856 1591466 X -5066 -49731 -8979 X false true X true false X 397533 461476 445213 437088 485572 2226882 0 0 397533 461476 445213 437088 485572 2226882 176933 2049949 29892 28883 27339 37139 29858 153111 0 2775 2775 2382768 0.86030 0.84080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1154631 -29880 57752 7529 1059470 1175275 45993 58800 7837 1154631 1063119 172841 53300 7385 1175275 1001814 118298 50107 6886 1063119 1079255 -159644 141317 53287 5827 1001814 1.00000 true false false 25812 23471 2341 2341 DIRECTED PLEDGES RECEIVABLE 6352 PERPETUAL TRUST 83771 90123 DIRECTED CONTRIBUTIONS PAYABLE 6352 6352 X 427297 -49731 -8979 -58710 486007 17029 17029 503036 491073 491073 17029 17029 508102 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 X : FIN48 Footnote Income Taxes and Uncertainty in Income Taxes - The Organization is exempt from federal income taxes on income generated from activities related to its exempt purpose and federal unemployment insurance under Section 501(c)(3) of the Internal Revenue Code.The Organization files informational returns in the U.S. federal jurisdiction and New York State jurisdiction. With few exceptions, the Association is no longer subject to U.S. federal or state income tax examinations by tax authorities for years before 2012. The Organization has not been informed of any income tax examinations by either the Internal Revenue Service (IRS) or any state tax authorities for any tax years not barred by statute of limitations.The Organization has adopted the provisions of the Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) No. 740, Income Taxes, as amended by FASB Accounting Standards Update (ASU) No. 2009-06, Implementation Guidance on Accounting for Uncertainty in Income Taxes and Disclosure Amendments for Nonpublic Entities. Management has determined there were no liabilities for unrecognized tax benefits as a result of the implementation of FASB ASC No. 740, as amended. Furthermore, management has estimated that there are no material unrecognized tax benefits for either the U.S. federal jurisdiction or New York State jurisdiction for which it is subject to income tax as of December 31, 2015 and 2014. Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S UNCOLLECTIBLE ACCOUNTS NETTED WITH CONTR $17029 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S UNCOLLECTIBLE ACCOUNT NETTED IN REVENUE $17029 true C C - CRIME VICTIMS PROGRAM 3 OHARA DR NORWICH NY 13815 161307983 501(c)(3) 15547 0 SUPPORT FOR CRIME VICTIMS PROGRAM CATHOLIC CHARITIES-COUNSELING 3 OHARA DR NORWICH NY 13815 161307983 501(c)(3) 16218 0 SUPPORT THE OPTIONS PROGRAM CC - HOMELESS PREVENTION 3 OHARA DR NORWICH NY 13815 161307983 501(c)(3) 12530 0 SUPPORT HOMELESSNESS PREVENTION CHENANGO HEALTH NETWORK 24 CONKEY AVE NORWICH NY 13815 521987010 501(c)(3) 15459 0 SUPPORT PRESCRIPTION ASST PROGRAM CHENANGO HEALTH NETWORK 24 CONKEY AVE NORWICH NY 13815 521987010 501(c)(3) 18080 0 COMMUNITY HEALTH ADVOCATE COLGATE UNIVERSITY 13 OAK DRIVE HAMILTON NY 13346 150532078 501(c)(3) 14280 0 PROVIDE TAX SERVICE TO LOW INCOME CORNELL COOPERATIVE EXTENSION 99 N BROAD STREET NORWICH NY 13815 166072876 501(c)(3) 34802 0 SUPPORT GROW, COOK, EAT PROGRAM FAMILY PLANNING OF SCNY 37 DIETZ STREET ONEONTA NY 13820 161005972 501(c)(3) 19324 0 SUPPORT REACHING OUT PROGRAM GUERNSEY MEMORIAL LIBRARY 3 COURT STREET NORWICH NY 13815 156008368 501(c)(3) 11484 0 BOOKS FROM BIRTH PROGRAM HISTORICAL SOCIETY MUSEUM 77 SILVER STREET NORWICH NY 13850 237035407 501(c)(3) 5197 0 YOUTH & SENIOR SHADOWING PROGRAM LEGAL AID SOCIETY OF MID-NEW 189 MAIN STREET ONEONTA NY 13820 150578598 501(c)(3) 10185 0 PROVIDE LEGAL ASST IND DENIED SSI OFC - HOUSING COUNCIL 44 WEST MAIN STREET NORWICH NY 13815 160909190 501(c)(3) 16351 0 COUNSELING FOR IND. IN RENTAL HOUS OFC - LITERACY VOLUNTEERS 44 W MAIN ST NORWICH NY 13815 160909190 501(c)(3) 11436 0 SUPPORT LITERACY PROGRAM OFC - RETIRED AND SENIOR VOL 44 WEST MAIN STREET NORWICH NY 13815 160909190 501(c)(3) 14238 0 SUPPORT RETIRED AND SENIOR PROGRAM OXFORD AFTER SCHOOL PROGRAM 12 Fort Hill Park OXFORD NY 13830 222895930 501(c)(3) 18178 0 SUPPORT AFTER SCHOOL PROGRAMS THE IMPACT PROJECT 4 CLINTON STREET GREENE NY 13778 204478251 501(c)(3) 17434 0 HOME REPAIRS FOR LOW INCOME THE PLACE - KIDS PROGRAM 20 E MAIN STREET NORWICH NY 13815 161277226 501(c)(3) 18681 0 SUPPORT KIDS PROGRAM THE PLACE - TEEN DEVELOPMENT 20 E MAIN STREET NORWICH NY 13815 161277226 501(c)(3) 18208 0 SUPPORT TEEN AFTER SCHOOL & SUMMER THE PLACE - YOUTH CONSV CORP 20 E MAIN STREET NORWICH NY 13815 161277226 501(c)(3) 17103 0 SUPPORT AMERICORPS PRGM ENVIRON CON THE PLACE - YTH PHILANTHROPY 20 E MAIN STREET NORWICH NY 13815 161277226 501(c)(3) 18444 0 SUPPORT YOUTH PHILANTHROPY COUNCIL 20 0 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 CPO 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 JUNE 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 Decreases DECREASE IN TRUST ACCOUNT = -$8979