2015-05-14T11:43:39-07:00 2014-12-31 Piaker & Lyons PC PO Box 190 5862 County Rd 32 Norwich NY 13815 990 2014-01-01 160998159 CHENANGO UNITED WAY INC CHEN 6073348815 83 NORTH BROAD STREETFRONT SUITE NORWICH NY 13815 KENDALL DREXLER BOARD CHAIR 2015-05-14 true ROY E FULLER CPA P00005268 6073368908 2014 2016-02-25 16:41:14Z KENDALL DREXLER 83 NORTH BROAD STREET NORWICH NY 13815 1391310 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 2 311 0 445213 437088 0 97651 262077 -1094 542864 698071 353755 359304 0 91595 96549 0 51210 67665 65752 513015 521605 29849 176466 1693386 1655856 8461 8293 1684925 1647563 CHENANGO UNITED WAY BUILDS PARTNERSHIPS AND MAXIMIZES RESOURCES TO IMPROVE THE QUALITY OF LIFE FOR LOCAL RESIDENTS. false false 399010 EXEMPT PURPOSE ACHEIVED BY PROVIDING ELIGIBLE ORGANIZATIONS WITH FUNDS COLLECTED VIA ANNUAL FUND RAISING CAMPAIGN 11500 YOUTH PHILANTHROPY COUNCIL PROJECT- IN THE SPRING OF 2010 THE NORWICH HIGH SCHOOL YOUTH PHILANTHROPY COUNCIL (YPC), A COLLABORATIVE EFFORT OF THE CHENANGO UNITED WAY, THE COMMUNITY FOUNDATION FOR SOUTH CENTRAL NEW YORK, THE UPSTATE INSITITUTE AT COLGATE UNIVERSITY AND THE NORWICH HIGH SCHOOL, GRANTED ITS SECOND ROUND OF FUNDING TO LOCAL ORGANZIATIONS. THE YPC WAS COMPRISED OF 12 JUNIOR AND SENIOR LEVEL HIGH SCHOOL STUDENTS WHO MET ON A BI-WEEKLY BASIS TO LEARN ABOUT THE CHENANGO COMMUNITY. MENTORED BY COLGATE UNIVERSITY STUDENTS, THESE HIGH SCHOOL STUDENTS SPENT THEIR YEAR WRITING AN RFP (REQUEST FOR PROPOSAL) THROUGH WHICH THEY SOLICITED GRANT PROPOSALS FROM LOCAL HEALTH AND HUMAN SERVICE AGENCIES SEEKING TO BREAK THE CYCLE OF POVERTY IN CHENANGO COUNTY BY PROVIDING EDUCATION TO LOW INCOME FAMILIES. IN MAY 2010, THE STUDENTS AWARDED FUNDS TO THREE PROGRAMS ADDRESSING THESE ISSUES OF FAMILY SELF SUFFICIECY. 3553 CHENANGO COUNTY HUNGER INITIATIVE- THROUGH A PARTNERSHIP WITH FRONTIER COMMUNICATIONS AND THE CHENANGO UNITED WAY, FUNDS WERE ALLOCATED TO MORE THAN 18 CHENANGO COUNTY FOOD PANTRIES AND SOUP KITCHENS TO HELP PURCHASE, PREPARE, AND DISTRIBUTE FOOD TO NEEDY FAMILIES THROUGHOUT CHENANGO COUNTY. 414063 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 LISA COLABELLI Director 5.00 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 MELISSA STAGNARO Director 5.00 0.00 X 0 0 0 KAREN SASTRI Director 5.00 0.00 X 0 0 0 DEB BARKER 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 JENNIFER TAVARES Director 5.00 0.00 X 0 0 0 GREGORY FULLER Director 5.00 0.00 X 0 0 0 TODD DREYER Director 5.00 0.00 X 0 0 0 ELIZABETH MONACO Executive Dir. 40.00 0.00 X 54513 0 9269 54513 9269 0 false false false 0 19817 9813 407458 437088 0 37139 37139 0 0 0 911963 687025 224938 224938 224938 5120 9813 6214 -1094 -1094 0 0 0 698071 260983 359304 359304 0 0 0 63782 21261 21260 21261 0 26361 8787 8788 8786 0 249 83 83 83 6157 2053 2052 2052 0 0 7834 7834 0 0 7836 2612 2612 2612 1592 142 1308 142 1340 446 447 447 2359 490 1379 490 0 0 15179 3349 3899 7931 911 138 227 546 0 723 241 241 241 0 0 1628 543 542 543 2016 201 1815 UNCOLLECTIBLE ACCOUNTS 9944 9944 DUES AND SUBSCRIPTIONS 5252 1750 1751 1751 CAMPAIGNS 3504 841 216 2447 COMPUTER EXPENSE 3047 1015 1016 1016 2587 863 862 862 521605 414063 56332 51210 0 185116 136818 311418 296952 0 0 0 0 0 0 25812 22380 5060 3432 1089396 1118577 0 0 0 102396 100077 1693386 1655856 581 966 7880 7327 8461 8293 X 1287546 1276386 302860 278427 94519 92750 1684925 1647563 1693386 1655856 X 176466 -212059 -1769 X false true X true false X 423061 397533 461476 445213 437088 2164371 0 0 423061 397533 461476 445213 437088 2164371 205416 1958955 35150 29892 28883 27339 37139 158403 0 4409 2775 7184 2329958 0.84080 0.80900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1175275 45993 58800 7837 1154631 1063119 172841 53300 7385 1175275 1001814 118298 50107 6886 1063119 1079255 -159644 141317 53287 5827 1001814 1044519 -29869 119625 50726 4294 1079255 1.00000 true false false 25812 22380 3432 3432 DIRECTED PLEDGES RECEIVABLE 7327 PERPETUAL TRUST 92750 100077 DIRECTED CONTRIBUTIONS PAYABLE 7327 7327 X 467799 -212059 -1769 -213828 681627 16444 16444 698071 505161 505161 16444 16444 521605 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 2011. 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, 2014 and 2013. Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S UNCOLLECTIBLE ACCOUNTS NETTED WITH CONTR $9944 GRANTS NETTED WITH GRANT EXPENSE $6500 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S UNCOLLECTIBLE ACCOUNT NETTED IN REVENUE $9944 SPECIAL ALLOCATION NETTED IN EXPENSE $6500 true CATHOLIC CHARITIES-COUNSELING 3 OHARA DR NORWICH NY 13815 161307983 501(c)(3) 20168 0 SUPPORT THE OPTIONS PROGRAM CHENANGO COUNTY CATHOLIC CHAR 3 OHARA DR NORWICH NY 13815 161307983 501(c)(3) 16917 0 SUPPORT HOMELESSNESS PREVENTION CHENANGO HEALTH NETWORK 24 CONKEY AVE NORWICH NY 13815 521987010 501(c)(3) 19488 0 SUPPORT PRESCRIPTION ASST PROGRAM COLGATE UNIVERSITY 13 OAK DRIVE HAMILTON NY 13346 150532078 501(c)(3) 17123 0 PROVIDE TAX SERVICE TO LOW INCOME CORNELL COOPERATIVE EXTENSION 99 N BROAD STREET NORWICH NY 13815 166072876 501(c)(3) 18822 0 SUPPORT GROW, COOK, EAT PROGRAM CRIME VICTIMS PROGRAM - C C 3 OHARA DR NORWICH NY 13815 161307983 501(c)(3) 20167 0 SUPPORT FOR CRIME VICTIMS PROGRAM FAMILY PLANNING OF SCNY 37 DIETZ STREET ONEONTA NY 13820 161005972 501(c)(3) 20168 0 SUPPORT REACHING OUT PROGRAM LEGAL AID SOCIETY OF MID-NEW 189 MAIN STREET ONEONTA NY 13820 150578598 501(c)(3) 18053 0 PROVIDE LEGAL ASST IND DENIED SSI MOTHERS & BABIES PERINATAL NE 457 STATE STREET BINGHAMTON NY 13901 161478905 501(c)(3) 17808 0 SUPPORT FOR PARENTING EDUCATION OFC - HOUSING COUNCIL 44 WEST MAIN STREET NORWICH NY 13815 160909190 501(c)(3) 17656 0 COUNSELING FOR IND. IN RENTAL HOUS OFC - LITERACY VOLUNTEERS 44 W MAIN ST NORWICH NY 13815 160909190 501(c)(3) 12452 0 SUPPORT LITERACY PROGRAM OFC - RETIRED AND SENIOR VOL 44 WEST MAIN STREET NORWICH NY 13815 160909190 501(c)(3) 12865 0 SUPPORT RETIRED AND SENIOR PROGRAM OXFORD AFTER SCHOOL PROGRAM 12 Fort Hill Park OXFORD NY 13830 222895930 501(c)(3) 19783 0 SUPPORT AFTER SCHOOL PROGRAMS ROOTS AND WINGS CATHOLIC CHAR 3 OHARA DR NORWICH NY 13815 161307983 501(c)(3) 14559 0 SUPPORT JOB SKILLS PROGRAM THE IMPACT PROJECT 4 CLINTON STREET GREENE NY 13778 204478251 501(c)(3) 18729 0 MAKE HOME REPAIRS FOR LOW INCOME THE PLACE - AMERICORPS PROGRA 20 E MAIN STREET NORWICH NY 13815 161277226 501(c)(3) 19345 0 SUPPORT FOR AMERICORPS PROGRAM THE PLACE - KIDS PROGRAM 20 E MAIN STREET NORWICH NY 13815 161277226 501(c)(3) 18822 0 SUPPORT KIDS PROGRAM THE PLACE - TEEN DEVELOPMENT 20 E MAIN STREET NORWICH NY 13815 161277226 501(c)(3) 19307 0 SUPPORT TEEN AFTER SCHOOL & SUMMER THE PLACE SERVICE LEARNING P 20 E MAIN STREET NORWICH NY 13815 161277226 501(c)(3) 16038 0 SUPPORT YOUTH PHILANTHROPY COUNCIL 19 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 = -$1769