2014-05-14T04:45:47-07:00 2013-12-31 Piaker & Lyons PC PO Box 190 5862 County Rd 32 Norwich NY 13815 990 2013-01-01 160998159 CHENANGO UNITED WAY INC CHEN 6073348815 83 NORTH BROAD STREET FRONT SUITE NORWICH NY 13815 KAREN SASTRI BOARD CHAIR 2014-05-13 true ROY E FULLER CPA P00005268 6073368908 2013 2015-11-30 17:44:51Z KAREN SASTRI 83 NORTH BROAD STREET NORWICH NY 13815 794231 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 3 311 0 461476 445213 0 51413 97651 0 512889 542864 340922 353755 0 84405 91595 0 48325 71151 67665 496478 513015 16411 29849 1573648 1693386 4448 8461 1569200 1684925 CHENANGO UNITED WAY BUILDS PARTNERSHIPS AND MAXIMIZES RESOURCES TO IMPROVE THE QUALITY OF LIFE FOR LOCAL RESIDENTS. false false 384719 EXEMPT PURPOSE ACHEIVED BY PROVIDING ELIGIBLE ORGANIZATIONS WITH FUNDS COLLECTED VIA ANNUAL FUND RAISING CAMPAIGN 20602 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. 5000 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. 410321 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 4 0 false 3 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 X X X CHENANGO UNITED WAY INC 6073348815 83 NORTH BROAD STREET FRONT SUITE NORWICH NY 13815 DAN WAGNER Director 5.00 0.00 X 0 0 0 BARB TOMPKINS 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 LISA COLABELLI Director 5.00 0.00 X 0 0 0 ANNE DREXLER Treasurer 5.00 0.00 X X 0 0 0 CHARLIE MCMULLEN Director 5.00 0.00 X 0 0 0 OLIN MILLER Director 5.00 0.00 X 0 0 0 KIM BAKER Director 5.00 0.00 X 0 0 0 MELISSA STAGNARO Director 5.00 0.00 X 0 0 0 KAREN SASTRI BOARD CHAIR 5.00 0.00 X 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 Director 5.00 0.00 X 0 0 0 ROWENA KRUM Director 5.00 0.00 X 0 0 0 ANDY LAGOE Director 5.00 0.00 X 0 0 0 REBECCA HARGRAVE Director 5.00 0.00 X 0 0 0 LORI OLSEN 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 55026 0 9064 55026 9064 0 false false false 0 18206 6330 420677 445213 0 27339 27339 0 0 0 319239 248927 70312 70312 70312 2440 6330 2440 0 0 0 0 542864 97651 353755 353755 0 0 0 64090 21363 21363 21364 0 21315 7105 7105 7105 0 194 65 64 65 5996 1998 1999 1999 0 0 7575 7575 0 0 7515 2505 2505 2505 1434 83 1268 83 1712 570 571 571 1700 170 1360 170 0 0 13090 2819 3291 6980 732 110 183 439 0 1091 363 364 364 0 0 1543 514 514 515 1967 196 1771 UNCOLLECTIBLE ACCOUNTS 13788 13788 DUES AND SUBSCRIPTIONS 6174 2058 2058 2058 COMPUTER EXPENSE 3359 1119 1120 1120 CAMPAIGNS 2716 651 168 1897 3269 1089 1090 1090 513015 410321 54369 48325 0 155403 185116 321334 311418 0 0 0 0 0 0 25812 20752 1452 5060 1003241 1089396 0 0 0 92218 102396 1573648 1693386 261 581 4187 7880 4448 8461 X 1168657 1287546 312511 302860 88032 94519 1569200 1684925 1573648 1693386 X 29849 79389 6487 X false true X true false X 626825 423061 397533 461476 445213 2354108 0 0 626825 423061 397533 461476 445213 2354108 320062 2034046 21800 35150 29892 28883 27339 143064 0 9774 4409 2775 16958 2514130 0.80900 0.79720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1063119 172841 53300 7385 1175275 1001814 118298 50107 6886 1063119 1079255 -159644 141317 53287 5827 1001814 1044519 -29869 119625 50726 4294 1079255 618952 273719 183280 3581 27851 1044519 1.00000 true false false 25812 20752 5060 5060 DIRECTED PLEDGES RECEIVABLE 7877 PERPETUAL TRUST 94519 102396 DIRECTED CONTRIBUTIONS PAYABLE 7877 Rounding 3 7880 614952 79389 6487 85876 529076 13788 13788 542864 499227 499227 13788 13788 513015 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 $6487 Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S UNCOLLECTIBLE ACCOUNTS NETTED WITH CONTR $13788 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S UNCOLLECTIBLE ACCOUNT NETTED IN REVENUE $13788 true CASH COALITION211- CUW 83 NORTH BOARD STREET NORWICH NY 13815 11282 0 CATHOLIC CHARITIES-COUNSELING 3 OHARA DR NORWICH NY 13815 20113 0 CHENANGO COUNTY CATHOLIC CHAR 3 OHARA DR NORWICH NY 13815 17291 0 CHENANGO HEALTH NETWORK 24 CONKEY AVE NORWICH NY 13815 20113 0 CORNELL COOPERATIVE EXTENSION 99 N BROAD STREET NORWICH NY 13815 20079 0 CRIME VICTIMS PROGRAM - C C 3 OHARA DR NORWICH NY 13815 20113 0 FOOD PANTIES NORWICH NORWICH NY 13815 20602 0 LEGAL AID SOCIETY OF MID-NEW 189 MAIN STREET ONEONTA NY 13820 16059 0 MOTHERS & BABIES PERINATAL NE 457 STATE STREET BINGHAMTON NY 13901 18622 0 OFC - HOUSING COUNCIL 44 WEST MAIN STREET NORWICH NY 13815 14821 0 OFC - LITERACY VOLUNTEERS 44 W MAIN ST NORWICH NY 13815 12827 0 OXFORD AFTER SCHOOL PROGRAM 12 Fort Hill Park OXFORD NY 13830 20164 0 PLANNED PARENTHOOD 37 DIETZ STREET ONEONTA NY 13820 20113 0 ROOTS AND WINGS CATHOLIC CHAR 3 OHARA DR NORWICH NY 13815 13503 0 RSVP 44 W MAIN ST NORWICH NY 13815 17256 0 THE IMPACT PROJECT 4 CLINTON STREET GREENE NY 13778 8063 0 THE PLACE - AMERICORPS PROGRA 20 E MAIN STREET NORWICH NY 13815 20164 0 THE PLACE - KIDS PROGRAM 20 E MAIN STREET NORWICH NY 13815 13553 0 THE PLACE - TEEN DEVELOPMENT 20 E MAIN STREET NORWICH NY 13815 13943 0 THE PLACE SERVICE LEARNING P 20 E MAIN STREET NORWICH NY 13815 18842 0 16 4 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 Increases INCREASE IN TRUST ACCOUNT = $6487