UNITED WAY OF THE DUTCHESS-ORANGE REGION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF THE DUTCHESS-ORANGE REGION INC (EIN 06-1045698)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-11
- IRS object ID
- 201433159349302103
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-11T11:55:39-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132550103 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | D'ARCANGELO & CO LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 HAIGHT AVE | AddressLine1 |
| City | POUGHKEEPSIE | City |
| State | NY | State |
| ZIP Code | 12603 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061045698 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF MID-HUDSON VALLEYINC | BusinessNameLine1 |
| Business Name Line2 | D/B/A UNITED WAY OF THE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 8454711900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 MARKET STREET | AddressLine1 |
| City | POUGHKEEPSIE | City |
| State | NY | State |
| ZIP Code | 12601 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD HAMMOND | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 8454711900 | PhoneNum |
| Signature | 2014-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDA K SANTORO | PreparerPersonNm |
| PTIN | P00305062 | PTIN |
| Phone | 8454737774 | PhoneNum |
| Preparation | 2014-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUTCHESS-ORANGE REGION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DONALD HAMMOND | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 MARKET ST | AddressLine1 |
| City | POUGHKEEPSIE | City |
| State | NY | State |
| ZIP Code | 12601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,049,900 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UWDOR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO BUILD A STRONGER, HEALTHIER COMMUNITY BY RAISING RESOURCES AND DEVELOPING PARTNERSHIPS THAT MAKE A MEASURABLE DIFFERENCE IN PEOPLE'S LIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Volunteers | 1179 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,293,946 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,767,430 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $43,216 | PYInvestmentIncomeAmt |
| CY Investment Income | $91,479 | CYInvestmentIncomeAmt |
| PY Other Revenue | $76,662 | PYOtherRevenueAmt |
| CY Other Revenue | $82,043 | CYOtherRevenueAmt |
| PY Total Revenue | $3,413,824 | PYTotalRevenueAmt |
| CY Total Revenue | $2,940,952 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,113,562 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,781,404 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,035,602 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,014,517 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $517,159 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $710,758 | PYOtherExpensesAmt |
| CY Other Expenses | $605,386 | CYOtherExpensesAmt |
| PY Total Expenses | $3,859,922 | PYTotalExpensesAmt |
| CY Total Expenses | $3,401,307 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$446,098 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$460,355 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,773,968 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,376,204 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $954,757 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $722,688 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,819,211 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,653,516 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO BUILD A STRONGER, HEALTHIER COMMUNITY BY RAISING RESOURCES AND DEVELOPING PARTNERSHIPS THAT MAKE A MEASURABLE DIFFERENCE IN PEOPLE'S LIVES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $746,463 | ExpenseAmt |
| Grant | $481,495 | GrantAmt |
| Desc | HEALTH UNITED WAY STRIVES TO IMPROVE PEOPLE'S HEALTH AND WELLNESS BY IMPROVING PARENT AND CAREGIVER KNOWLEDGE OF CHILD DEVELOPMENT BY PROVIDING ACCESS TO PARENT-CHILD SCREENINGS AND HOME VISITATION PROGRAMS WITH TRAINED PROFESSIONALS. WE ASSIST PROGRAMS THAT SUPPORT AND STRENGTHEN FAMILIES IN ORDER TO REDUCE DOMESTIC AND FAMILY VIOLENCE. WE INCREASE THE AVAILABILITY OF NUTRITIOUS FOOD THROUGH THE SUPPORT OF LOCAL FOOD PROGRAMS AND ENCOURAGE A HEALTHY COMMUNITY THROUGH VOLUNTEERISM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $817,904 | ExpenseAmt |
| Grant | $527,577 | GrantAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $663,997 | ExpenseAmt |
| Grant | $428,301 | GrantAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $344,031 | ExpenseAmt |
| Grant | $344,031 | GrantAmt |
| Desc | DONOR DIRECTED GIFTS- GRANTS TO 501(C)(3) CHARITIES DIRECTED BY THE ORGANIZATION'S DONORS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $344,031 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $344,031 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $2,572,395 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 19 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN ZAZZARINO | PersonNm |
| Phone | 8454711900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 MARKET STREET | AddressLine1 |
| City | POUGHKEEPSIE | City |
| State | NY | State |
| ZIP Code | 12601 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| STEVEN HOWELL | ||||||
| BOARD CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BARRY ROTHFELD | ||||||
| FIRST VICE C | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID JOLLY | ||||||
| SECOND VICE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEN KOSIOR | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DENISE GORSKI | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHELIA APPEL | ||||||
| IMMEDIATE PA | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL ARONZON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINA DANIELE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MAUREEN HALAHAN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES ROLLINS SR | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GIANNA FRANCO | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHELLE O'REILLY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ARTHUR DEDOMINICIS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN MEJIA | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DIANE PASSARO | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL ROSENBERG | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| EBEN YAGER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DONALD HAMMOND | ||||||
| PRESIDENT & | 40.00 | Yes (X) | $125,010 | $0 | $10,400 | |
| CAROLYN ZAZZARINO | ||||||
| VP, FINANCE | 40.00 | Yes (X) | $66,090 | $0 | $4,300 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $191,100 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $14,700 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Federated Campaigns | $245,262 | FederatedCampaignsAmt |
| Government Grants | $345,685 | GovernmentGrantsAmt |
| All Other Contributions | $2,176,483 | AllOtherContributionsAmt |
| Noncash Contributions | $83,114 | NoncashContributionsAmt |
| Total Contributions | $2,767,430 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,849 | TotalRevenueColumnAmt |
| Exclusion | $41,849 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $68,581 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,951 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $49,630 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,630 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $49,630 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $112,171 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $89,997 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,174 | TotalRevenueColumnAmt |
| Exclusion | $22,174 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE INCOME | Desc |
| Total Revenue Column | $59,869 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $59,869 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $59,869 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,940,952 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $109,499 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $64,023 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,716,302 | TotalAmt |
| Program Services | $1,716,302 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,102 | TotalAmt |
| Program Services | $65,102 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,680 | TotalAmt |
| Program Services | $68,856 | ProgramServicesAmt |
| Management And General | $95,820 | ManagementAndGeneralAmt |
| Fundraising | $47,004 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $600,218 | TotalAmt |
| Program Services | $305,594 | ProgramServicesAmt |
| Management And General | $68,816 | ManagementAndGeneralAmt |
| Fundraising | $225,808 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,016 | TotalAmt |
| Program Services | $10,456 | ProgramServicesAmt |
| Management And General | $1,856 | ManagementAndGeneralAmt |
| Fundraising | $11,704 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,478 | TotalAmt |
| Program Services | $43,885 | ProgramServicesAmt |
| Management And General | $14,476 | ManagementAndGeneralAmt |
| Fundraising | $41,117 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,125 | TotalAmt |
| Program Services | $37,697 | ProgramServicesAmt |
| Management And General | $13,600 | ManagementAndGeneralAmt |
| Fundraising | $27,828 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $635 | TotalAmt |
| Program Services | $298 | ProgramServicesAmt |
| Management And General | $146 | ManagementAndGeneralAmt |
| Fundraising | $191 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,100 | TotalAmt |
| Program Services | $19,941 | ProgramServicesAmt |
| Management And General | $9,384 | ManagementAndGeneralAmt |
| Fundraising | $9,775 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,865 | TotalAmt |
| Program Services | $17,865 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,527 | TotalAmt |
| Program Services | $25,971 | ProgramServicesAmt |
| Management And General | $17,261 | ManagementAndGeneralAmt |
| Fundraising | $29,295 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,868 | TotalAmt |
| Program Services | $59,147 | ProgramServicesAmt |
| Management And General | $2,856 | ManagementAndGeneralAmt |
| Fundraising | $13,865 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,783 | TotalAmt |
| Program Services | $47,896 | ProgramServicesAmt |
| Management And General | $23,431 | ManagementAndGeneralAmt |
| Fundraising | $32,456 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,181 | TotalAmt |
| Program Services | $27,630 | ProgramServicesAmt |
| Management And General | $9,364 | ManagementAndGeneralAmt |
| Fundraising | $21,187 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,029 | TotalAmt |
| Program Services | $56,115 | ProgramServicesAmt |
| Management And General | $23,106 | ManagementAndGeneralAmt |
| Fundraising | $30,808 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,059 | TotalAmt |
| Program Services | $23,850 | ProgramServicesAmt |
| Management And General | $1,954 | ManagementAndGeneralAmt |
| Fundraising | $4,255 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,631 | TotalAmt |
| Program Services | $5,684 | ProgramServicesAmt |
| Management And General | $6,926 | ManagementAndGeneralAmt |
| Fundraising | $4,021 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,255 | TotalAmt |
| Program Services | $11,880 | ProgramServicesAmt |
| Management And General | $6,937 | ManagementAndGeneralAmt |
| Fundraising | $8,438 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,097 | TotalAmt |
| Program Services | $18,421 | ProgramServicesAmt |
| Management And General | $12,296 | ManagementAndGeneralAmt |
| Fundraising | $4,380 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,292 | TotalAmt |
| Program Services | $5,091 | ProgramServicesAmt |
| Management And General | $2,646 | ManagementAndGeneralAmt |
| Fundraising | $3,555 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUES & SUBSCRIPTIONS | Desc |
| Total | $7,064 | TotalAmt |
| Program Services | $4,714 | ProgramServicesAmt |
| Management And General | $878 | ManagementAndGeneralAmt |
| Fundraising | $1,472 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,401,307 | TotalAmt |
| Program Services | $2,572,395 | ProgramServicesAmt |
| Management And General | $311,753 | ManagementAndGeneralAmt |
| Fundraising | $517,159 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,270,905 | BOYAmt |
| EOY | $1,068,652 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,704,692 | BOYAmt |
| EOY | $1,447,737 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,189,954 | BOYAmt |
| EOY | $1,017,541 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,016 | BOYAmt |
| EOY | $2,561 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,348 | BOYAmt |
| EOY | $29,824 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $948,154 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $640,614 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $330,387 | BOYAmt |
| EOY | $307,540 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,176,250 | BOYAmt |
| EOY | $2,489,933 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,416 | BOYAmt |
| EOY | $12,416 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,773,968 | BOYAmt |
| EOY | $6,376,204 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,807 | BOYAmt |
| EOY | $185,698 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $616,308 | BOYAmt |
| EOY | $466,122 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,642 | BOYAmt |
| EOY | $70,868 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $954,757 | BOYAmt |
| EOY | $722,688 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,622,502 | BOYAmt |
| EOY | $4,300,407 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $912,966 | BOYAmt |
| EOY | $1,069,366 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,743 | BOYAmt |
| EOY | $283,743 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,819,211 | BOYAmt |
| EOY | $5,653,516 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,773,968 | BOYAmt |
| EOY | $6,376,204 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$460,355 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $294,660 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,865,553 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,095,306 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,512,602 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,318,140 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,789,604 | CurrentTaxYearAmt |
| Total | $13,581,205 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,865,553 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,095,306 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,512,602 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,318,140 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,789,604 | CurrentTaxYearAmt |
| Total | $13,581,205 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $13,581,205 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,746 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,237 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,931 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,832 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,849 | CurrentTaxYearAmt |
| Total | $149,595 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $163,694 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $110,230 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,357 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,468 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,869 | CurrentTaxYearAmt |
| Total | $457,618 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,188,418 | TotalSupportAmt |
| Public Support CY170 | 0.95720 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94970 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | SPECIAL EVENTS 141,618 ADMINISTRATIVE FEES 311,258 MISCELLANEOUS 2,233 GAMING INCOME 2,509 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 5 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Contri | $2,767,430 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $420 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $1,780,984 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $23,641 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | false | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | false | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,046,516 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $357,743 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $51,140 | OtherExpendituresAmt |
| End Year Balance | $2,353,119 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,864,122 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $281,486 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $46,569 | GrantsOrScholarshipsAmt |
| Other Expenditures | $52,523 | OtherExpendituresAmt |
| End Year Balance | $2,046,516 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,976,655 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$59,056 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,500 | GrantsOrScholarshipsAmt |
| Other Expenditures | $50,977 | OtherExpendituresAmt |
| End Year Balance | $1,864,122 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $2,039,636 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,719 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $55,262 | OtherExpendituresAmt |
| End Year Balance | $1,976,655 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.43730 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.12060 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.44210 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,000 | OtherCostOrOtherBasisAmt |
| Book Value | $12,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $80,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $64,000 | DepreciationAmt |
| Book Value | $16,000 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $591,427 | OtherCostOrOtherBasisAmt |
| Depreciation | $328,942 | DepreciationAmt |
| Book Value | $262,485 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $264,727 | OtherCostOrOtherBasisAmt |
| Depreciation | $247,672 | DepreciationAmt |
| Book Value | $17,055 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $307,540 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENERGY PENETRATION FUND PAYABLES | Desc |
| Amt | $70,868 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $70,868 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,963,713 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $294,660 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $89,997 | OtherRevenueAmt |
| Revenue Not Reported | $384,657 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,579,056 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $17,865 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $344,031 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $361,896 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,940,952 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,129,408 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$254,034 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$254,034 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,383,442 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $17,865 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $17,865 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,401,307 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 | THE UNITED WAY ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC 740-10 WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE UNITED WAY IS REQUIRED TO DETERMINE WHETHER THE BENEFITS OF ITS TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON AUDIT BASED ON THE TECHNICAL MERITS OF THE TAX POSITION. THE PROVISIONS OF ASC 740-10 ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, AND DISCLOSURE. THE UNITED WAY DID NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS AS OF JUNE 30, 2014 AND IS NOT AWARE OF ANY VIOLATIONS OF ITS TAX-EXEMPT STATUS. UNITED WAY INCLUDES INTEREST AND PENALTIES, IF ANY, IN THE STATEMENT OF ACTIVITIES UNDER A SEPARATE CAPTION. AS OF JUNE 30, 2014, FOR UNITED WAY'S AND ITS PREDECESSOR ENTITIES THE FISCAL YEAR ENDED 2011 AND LATER ARE OPEN TO EXAMINATION BY THE FEDERAL AND STATE TAXING AUTHORITIES. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | SPECIAL EVENTS EXPENSE 89,997 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | DONOR DESIGNATED AMOUNTS 344,031 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | SPECIAL EVENT EXPENSES 89,997 DONOR DESIGATED CONTRIBUTIONS -344,031 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed States | NY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ORANGE OPEN | NameOfEvent1Amt |
| Gross Receipts Event1 | $54,030 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $54,030 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $38,207 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | KICKOFF | NameOfEvent2Amt |
| Gross Receipts Event2 | $25,716 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $25,716 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $33,774 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $22,595 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $22,595 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $13,951 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $102,341 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $102,341 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $85,932 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $85,932 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $16,409 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (72 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ASTOR SERVICES FOR CHILDREN & FAMIL | |||||||
| PO BOX 5005 | RHINEBECK | NY | 12572 | 141397918 | 3 | $75,000 | EDUCATION |
| BOYS & GIRLS CLUB OF NEWBURGH INC | |||||||
| 285 LIBERTY STREET | NEWBURGH | NY | 12550 | 141506144 | 3 | $30,000 | EDUCATION |
| CATHARINE STREET COMMUNITY CENTER | |||||||
| 69 CATHARINE STREET | POUGHKEEPSIE | NY | 12601 | 146037154 | 3 | $30,000 | EDUCATION |
| CENTER FOR GOVERNMENTAL RESEARCH I | |||||||
| 1 SOUTH WASHINGTON ST SUITE 400 | ROCHESTER | NY | 14614 | 160754774 | 3 | $10,000 | EDUCATION |
| GRACE SMITH HOUSE INC | |||||||
| PO BOX 5205 | POUGHKEEPSIE | NY | 12602 | 141626657 | 3 | $29,392 | EDUCATION |
| LITERACY CONNECTIONS OF THE HUDSON | |||||||
| 325 MAIN STREET | POUGHKEEPSIE | NY | 12601 | 141710952 | 3 | $50,000 | EDUCATION |
| LITERACY ORANGE | |||||||
| 70 FULTON STREET | MIDDLETOWN | NY | 10940 | 222562904 | 3 | $28,995 | EDUCATION |
| MID-HUDSON CHILDREN'S MUSEUM | |||||||
| 75 NORTH WATER STREET | POUGHKEEPSIE | NY | 12601 | 223021355 | 3 | $40,000 | EDUCATION |
| NORTHEAST COMMUNITY COUNCIL INC | |||||||
| PO BOX 35 | MILLERTON | NY | 12546 | 141736237 | 3 | $13,000 | EDUCATION |
| ORANGE COUNTY CEREBRAL PALSY ASSOCI | |||||||
| 2 FLETCHER STREET | GOSHEN | NY | 10924 | 141456248 | 3 | $12,500 | EDUCATION |
| REAL SKILLS NETWORK | |||||||
| OFFICE 113 29 N HAMILTON STREET | POUGHKEEPSIE | NY | 12601 | 261086662 | 3 | $15,000 | EDUCATION |
| SAFE HOMES OF ORANGE COUNTY | |||||||
| PO BOX 649 | NEWBURGH | NY | 12550 | 141679391 | 3 | $25,000 | EDUCATION |
| YMCA OF DUCHESS & EASTERN ORANGE | |||||||
| 377 BROADWAY | NEWBURGH | NY | 12550 | 141340010 | 3 | $15,600 | EDUCATION |
| AMERICAN RED CROSS OF THE HUDSON VA | |||||||
| 103 HOOKER AVE | POUGHKEEPSIE | NY | 12601 | 530196605 | 3 | $30,000 | INCOME |
| ASTOR SERVICES FOR CHILDREN & FAMIL | |||||||
| PO BOX 5005 | RHINEBECK | NY | 12572 | 141397918 | 3 | $15,000 | INCOME |
| CATHOLIC CHARITIES COMMUNITY SERVIC | |||||||
| 224 MAIN ST | GOSHEN | NY | 10924 | 320151827 | 3 | $10,000 | INCOME |
| CATHOLIC CHARITIES OF DUTCHESS COUN | |||||||
| 218 CHURCH ST | POUGHKEEPSIE | NY | 12601 | 135562185 | 3 | $10,000 | INCOME |
| CORNELL COOPERATIVE EXTENSION DUTCH | |||||||
| 2715 ROUTE 44 SUITE ONE | MILLBROOK | NY | 12545 | 146036882 | 3 | $40,000 | INCOME |
| CORNELL COOPERATIVE EXTENSION DUTCH | |||||||
| 2715 ROUTE 44 SUITE ONE | MILLBROOK | NY | 12545 | 146036882 | 3 | $50,000 | INCOME |
| DUTCHESS COUNTY COMMUNITY ACTION AG | |||||||
| 77 CANNON ST | POUGHKEEPSIE | NY | 12601 | 141611857 | 3 | $10,000 | INCOME |
| DUTCHESS COUNTY COMMUNITY ACTION AG | |||||||
| 77 CANNON ST | POUGHKEEPSIE | NY | 12601 | 141611857 | 3 | $25,000 | INCOME |
| DUTCHESS COUNTY COMMUNITY ACTION AG | |||||||
| 77 CANNON ST | POUGHKEEPSIE | NY | 12601 | 141611857 | 3 | $28,625 | INCOME |
| DUTCHESS OUTREACH INC | |||||||
| 29 N HAMILTON ST SUITE 222 | POUGHKEEPSIE | NY | 12601 | 222339537 | 3 | $10,000 | INCOME |
| FOOD BANK OF THE HUDSON VALLEY | |||||||
| 965 ALBANY SHAKER ROAD | LATHAM | NY | 12110 | 222470885 | 3 | $60,000 | INCOME |
| GRACE SMITH HOUSE INC | |||||||
| PO BOX 5205 | POUGHKEEPSIE | NY | 12602 | 141626657 | 3 | $10,000 | INCOME |
| HOUSE OF FAITH MINISTRY INC | |||||||
| PO BOX 1326 | WAPPINGERS FALLS | NY | 12590 | 260121573 | 3 | $10,000 | INCOME |
| JEWISH FAMILY SERVICE OF ORANGE COU | |||||||
| 720 ROUTE 17 M | MIDDLETOWN | NY | 10940 | 141731791 | 3 | $10,000 | INCOME |
| JEWISH FAMILY SERVICE OF ORANGE COU | |||||||
| 720 ROUTE 17 M | MIDDLETOWN | NY | 10940 | 141731791 | 3 | $20,000 | INCOME |
| LITERACY ORANGE | |||||||
| 70 FULTON STREET | MIDDLETOWN | NY | 10940 | 222562904 | 3 | $40,000 | INCOME |
| LITERACY ORANGE | |||||||
| 70 FULTON STREET | MIDDLETOWN | NY | 10940 | 222562904 | 3 | $10,000 | INCOME |
| NORTHEAST COMMUNITY COUNCIL INC | |||||||
| PO BOX 35 | MILLERTON | NY | 12546 | 141736237 | 3 | $13,000 | INCOME |
| NORTHEAST COMMUNITY COUNCIL INC | |||||||
| PO BOX 35 | MILLERTON | NY | 12546 | 141736237 | 3 | $10,000 | INCOME |
| PAWLING RESOURCE CENTER | |||||||
| 126 E MAIN ST | PAWLING | NY | 12564 | 510195123 | 3 | $5,440 | INCOME |
| SAFE HOMES OF ORANGE COUNTY | |||||||
| PO BOX 649 | NEWBURGH | NY | 12550 | 141679391 | 3 | $10,000 | INCOME |
| THE SALVATION ARMY - MIDDLETOWN | |||||||
| 120 WEST 14TH STREET | NEW YORK | NY | 10011 | 135562351 | 3 | $10,000 | INCOME |
| THE SALVATION ARMY - NEWBURGH | |||||||
| 120 WEST 14TH STREET | NEW YORK | NY | 10011 | 135562351 | 3 | $10,000 | INCOME |
| THE SALVATION ARMY - PORT JERVIS | |||||||
| 120 WEST 14TH STREET | NEW YORK | NY | 10011 | 135562351 | 3 | $10,000 | INCOME |
| UNITED WAY OF WESTCHESTER & PUTNAM | |||||||
| 336 CENTRAL PARK AVE | WHITE PLAINS | NY | 10601 | 131997636 | 3 | $47,000 | INCOME |
| UNITED WAY OF WESTCHESTER & PUTNAM | |||||||
| 336 CENTRAL PARK AVE | WHITE PLAINS | NY | 10601 | 131997636 | 3 | $22,000 | INCOME |
| BIG BROTHERS BIG SISTERS OF ORANGE | |||||||
| PO BOX 426 | VAILS GATE | NY | 12584 | 141597893 | 3 | $31,250 | HEALTH |
| CATHOLIC CHARITIES COMMUNITY SERVIC | |||||||
| 224 MAIN ST | GOSHEN | NY | 10924 | 320151827 | 3 | $30,500 | HEALTH |
| COMMON GROUND FARM | |||||||
| PO BOX 148 | BEACON | NY | 12508 | 010574675 | 3 | $10,000 | HEALTH |
| CORNELL COOPERATIVE EXTENSION DUTCH | |||||||
| 2715 ROUTE 44 SUITE ONE | MILLBROOK | NY | 12545 | 146036882 | 3 | $30,000 | HEALTH |
| FAMILY SERVICES INC | |||||||
| 29 NORTH HAMILTON STREET | POUGHKEEPSIE | NY | 12601 | 141338399 | 3 | $10,000 | HEALTH |
| FAMILY SERVICES INC | |||||||
| 29 NORTH HAMILTON STREET | POUGHKEEPSIE | NY | 12601 | 141338399 | 3 | $30,000 | HEALTH |
| GRACE SMITH HOUSE INC | |||||||
| PO BOX 5205 | POUGHKEEPSIE | NY | 12602 | 141626657 | 3 | $35,000 | HEALTH |
| MEDIATION CENTER OF DUTCHESS COUNTY | |||||||
| 147 UNION ST SUITE 102 | POUGHKEEPSIE | NY | 12601 | 141762932 | 3 | $25,000 | HEALTH |
| MENTAL HEALTH ASSOCIATION IN ORANGE | |||||||
| 73 JAMES P KELLY WAY | MIDDLETOWN | NY | 10940 | 146024124 | 3 | $20,000 | HEALTH |
| POUGHKEEPSIE FARM PROJECT | |||||||
| PO BOX 3143 | POUGHKEEPSIE | NY | 12603 | 141813679 | 3 | $10,000 | HEALTH |
| SAFE HOMES OF ORANGE COUNTY | |||||||
| PO BOX 649 | NEWBURGH | NY | 12550 | 141679391 | 3 | $30,000 | HEALTH |
| THE CENTER FOR THE PREVENTION OF CH | |||||||
| 249 HOOKER AVE | POUGHKEEPSIE | NY | 12601 | 141584091 | 3 | $50,000 | HEALTH |
| THE GREATER HUDSON VALLEY FAMILY HE | |||||||
| 2570 US HIGHWAY 9W SUITE 10 | CORNWALL | NY | 12518 | 061036715 | 3 | $50,000 | HEALTH |
| TOWN OF WALLKILL BOYS AND GIRLS CLU | |||||||
| POB 14 | CIRCLEVILLE | NY | 10940 | 133741014 | 3 | $17,000 | HEALTH |
| AMERICA'S CHARITIES | |||||||
| 14150 NEWBROOK DRIVE | CHANTILLY | VA | 20151 | 541517707 | 3 | $21,058 | DONOR DIRECTED |
| AMERICAN RED CROSS FEDERATION | |||||||
| 2025 E STREET NW | WASHINGTON | DC | 20006 | 530196605 | 3 | $8,571 | DONOR DIRECTED |
| ANIMAL CHARITIES OF AMERICA | |||||||
| 1100 LARKSPUR LANDING CIRCLE | LARKSPUR | CA | 94939 | 943193389 | 3 | $10,738 | DONOR DIRECTED |
| CHRISTIAN CHARITIES USA | |||||||
| 1100 LARKSPUR LANDING CIRCLE | LARKSPUR | CA | 94939 | 943255961 | 3 | $15,398 | DONOR DIRECTED |
| CHRISTIAN SERVICE CHARITIES | |||||||
| PO BOX 79704 | BALTIMORE | MD | 21279 | 943193374 | 3 | $18,804 | DONOR DIRECTED |
| COMMUNITY HEALTH CHARITIES | |||||||
| 1240 NORTH PITT | ALEXANDRIA | VA | 22314 | 136167225 | 3 | $19,482 | DONOR DIRECTED |
| COMMUNITY HEALTH CHARITIES OF NEW Y | |||||||
| 1159 LUCY RD | SKANEATELES | NY | 13152 | 222570476 | 3 | $24,597 | DONOR DIRECTED |
| DUTCHESS OUTREACH INC | |||||||
| 29 N HAMILTON ST SUITE 222 | POUGHKEEPSIE | NY | 12601 | 222339537 | 3 | $30,000 | INCOME |
| FOOD BANK OF THE HUDSON VALLEY | |||||||
| 965 ALBANY SHAKER ROAD | LATHAM | NY | 12110 | 222470885 | 3 | $12,730 | DONOR DIRECTED |
| GRACE SMITH HOUSE INC | |||||||
| PO BOX 5205 | POUGHKEEPSIE | NY | 12602 | 141626657 | 3 | $9,657 | DONOR DIRECTED |
| HEALTH & MEDICAL RESEARCH CHARITIES | |||||||
| 1100 LARKSPUR LANDING CIRCLE | LARKSPUR | CA | 94939 | 943217739 | 3 | $8,293 | DONOR DIRECTED |
| HOSPICE OF ORANGE AND SULLIVAN COUN | |||||||
| 800 STONY BROOK COURT | NEWBURGH | NY | 12550 | 141703185 | 3 | $8,051 | DONOR DIRECTED |
| INDEPENDENT CHARITIES OF AMERICA | |||||||
| 1100 LARKSPUR LANDING CIRCLE | LARKSPUR | CA | 94939 | 131997636 | 3 | $13,359 | DONOR DIRECTED |
| MENTAL HEALTH ASSOCIATION IN ORANGE | |||||||
| 73 JAMES P KELLY WAY | MIDDLETOWN | NY | 10940 | 146024124 | 3 | $6,933 | DONOR DIRECTED |
| MILITARY FAMILY & VETERANS SERVICE | |||||||
| 1100 LARKSPUR LANDING CIRCLE | LARKSPUR | CA | 94939 | 943067804 | 3 | $12,010 | DONOR DIRECTED |
| REGIONAL FOOD BANK OF NORTHEASTERN | |||||||
| 965 ALBANY-SHAKER RD | LATHAM | NY | 12110 | 222470885 | 3 | $5,026 | DONOR DIRECTED |
| SPCA - DUTCHESS COUNTY | |||||||
| 636 VIOLET AVE | HYDE PARK | NY | 12538 | 943193418 | 3 | $5,106 | DONOR DIRECTED |
| UNITED WAY OF ULSTER COUNTY | |||||||
| 450 ALBANY AVE | KINGSTON | NY | 12401 | 141340058 | 3 | $7,976 | DONOR DIRECTED |
| UNITED WAY OF WESTCHESTER & PUTNAM | |||||||
| 336 CENTRAL PARK AVE | WHITE PLAINS | NY | 10601 | 131997636 | 3 | $42,684 | DONOR DIRECTED |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 52 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | HOME HEATING ASSISTANCE | GrantTypeTxt |
| Recipient | 50 | RecipientCnt |
| Cash Grant | $65,102 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $66,151 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | THRIFT SHOP VALUES | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $16,963 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 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 PRESIDENT. THE PRESIDENT REQUESTS EACH SUPERVISOR TO REVIEW THE EVALUATION AND PROVIDE COMMENTS A MUTUAL PLAN IS DEVELOPED FOR NEXT YEAR'S GOALS AND OBJECTIVES. THE PRESIDENT MAKES THE RECOMMENDATIONS 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 |
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