UNITED WAY OF THE VALLEY & GREATER UTICA AREA INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF THE VALLEY & GREATER UTICA AREA INC (EIN 15-0532074)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-01
- IRS object ID
- 201331829349300203
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-07-01T07:48:56-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161131146 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONADIO & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7936 SENECA TURNPIKE | AddressLine1 |
| City | CLINTON | City |
| State | NY | State |
| ZIP Code | 13323 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 150532074 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF THE VALLEY & GREATER UTICA AREA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 3157334691 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 LAFAYETTE STREET NO 201 | AddressLine1 |
| City | UTICA | City |
| State | NY | State |
| ZIP Code | 13502 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRENDA EPISCOPO | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 3157334691 | Phone |
| Date Signed | 2013-06-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD ZWEIFEL | Name |
| PTIN | P00085938 | PTIN |
| Phone | 3157977781 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BRENDA EPISCOPO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 LAFAYETTE STREET NO 201 | AddressLine1 |
| City | UTICA | City |
| State | NY | State |
| ZIP Code | 13502 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2261055 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UNITEDWAYGU.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1921 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | TO PROMOTE INDIVIDUAL WELL BEING, STRENGTHEN FAMILIES, AND IMPROVE THE QUALITY OF LIFE IN OUR COMMUNITY | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 14 | TotalNbrEmployees |
| Total Nbr Volunteers | 1100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2858414 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2158705 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2076 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -116388 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1284 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 61621 | OtherRevenuePriorYear |
| Other Revenue Current Year | 80074 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2805723 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2240063 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2038670 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1907258 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 432148 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 547340 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 300724 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 236821 | OtherExpensePriorYear |
| Other Expenses Current Year | 234255 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2707639 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2688853 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 98084 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -448790 | RevenuesLessExpensesCY |
| Total Assets BOY | 3815138 | TotalAssetsBOY |
| Total Assets EOY | 3459908 | TotalAssetsEOY |
| Total Liabilities BOY | 652901 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 660648 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3162237 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2799260 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROMOTE INDIVIDUAL WELL BEING, STRENGTHEN FAMILIES, AND IMPROVE THE QUALITY OF LIFE IN OUR COMMUNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2160638 | Expense |
| Grants | 1907258 | Grants |
| Revenue | 75498 | Revenue |
| Description | THE MISSION OF UWVGU IS TO MOBILIZE THE CARING POWER OF THE VALLEY & GREATER UTICA AREA BY CONNECTING PEOPLE, RESOURCES AND IDEAS TO CREATE A THRIVING COMMUNITY. COMMUNITY INVESTMENT FUNDING INCLUDES COLLABORATIVE PARTNERSHIPS AND COALITIONS, ASSESSMENT OF COMMUNITY NEEDS AND FUND DISTRIBUTION TO SUPPORT PROGAMS. THE UWVGU FUNDED 32 AGENCIES IN 2012. OUR FOCUS AREAS ARE HEALTH, EDUCATION, INCOME AND COMMUNITY SAFETY NET. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COMMUNITY IMPACT FUNDING-IMPROVING LIVES BY MOBILIZING COMMUNITIES TO CREATE SUSTAINED CHANGES IN THE COMMUNITY CONDITIONS. COMMUNITY IMPACT FUNDING INCLUDES BUILDING COMMUNITY PARTNERSHIPS AND COALITIONS, ASSESSMENT OF COMMUNITY NEEDS, AND FUND DISTRIBUTION. THE UNITED WAY FUNDED 30 AGENCIES IN 2011. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 2160638 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 3 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 14 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDRA HOYLAND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3157334691 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 LAFAYETTE STREET | AddressLine1 |
| City | UTICA | City |
| State | NY | State |
| ZIP Code | 13502 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| ELIZABETH SOGGS | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| AMBER J CLARKE | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| BURT DANOVITZ | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| FRED D MATT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SYMEON TSOUPELIS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ANTHONY J SCIBELLI | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| JAMES H BROCKWAY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| EVE VAN DEWAL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KENNETH M TOMPKINS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| FRED CMONACO II | ||||||
| LABOR LAISON & CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| JOHN H HOBIKA JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAMES WALLACE | ||||||
| IMMED PAST PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| DONALD CARBONE | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| ANTHONY COLON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PATRICK JOHNSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PATRICK J COSTELLO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MAIMUN N KHAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DR ANN MARIE MURRAY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL PAPARONE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID S SHERLINE | ||||||
| COMMITTEE CHAIR | 1.00 | X | 0 | 0 | 0 | |
| GENO DECONDO | ||||||
| ASST TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| BRENDA EPISCOPO | ||||||
| SECRETARY/EXEC DIRECTOR | 40.00 | X | X | 92736 | 0 | 0 |
| SAMANTHA DERISO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GREGORY M MORRA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ALLISON DAMIANO-DETRAGLIA | ||||||
| FIRST VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| ALICIA M BROCKWAY | ||||||
| CAMPAIGN CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 92736 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 2055965 | FederatedCampaigns |
| All Other Contributions | 102740 | AllOtherContributions |
| Total Contributions | 2158705 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4124 | TotalRevenueColumn |
| Exclusion | $4,124 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12909 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13545 | Securities |
| Other | 2204 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -636 | Securities |
| Other | -2204 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2840 | TotalRevenueColumn |
| Related Or Exempt Function Income | -2204 | RelatedOrExemptFunctionIncome |
| Exclusion | -$636 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 7615 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 5243 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2372 | TotalRevenueColumn |
| Exclusion | $2,372 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MANAGEMENT FEES | 561000 | 54751 | 54751 |
| LITERACY COALITION | 561000 | 20750 | 20750 |
| MISCELLANEOUS OTHER IN | 561000 | 2201 | 2201 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 77702 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2240063 | TotalRevenueColumn |
| Related Or Exempt Function Income | 75498 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $5,860 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1907258 | Total |
| Program Services | 1907258 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85915 | Total |
| Program Services | 33190 | ProgramServices |
| Management And General | 21238 | ManagementAndGeneral |
| Fundraising | 31487 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 348115 | Total |
| Program Services | 134448 | ProgramServices |
| Management And General | 86071 | ManagementAndGeneral |
| Fundraising | 127596 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19248 | Total |
| Program Services | 6198 | ProgramServices |
| Management And General | 5996 | ManagementAndGeneral |
| Fundraising | 7054 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49965 | Total |
| Program Services | 18224 | ProgramServices |
| Management And General | 16751 | ManagementAndGeneral |
| Fundraising | 14990 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44097 | Total |
| Program Services | 17035 | ProgramServices |
| Management And General | 10901 | ManagementAndGeneral |
| Fundraising | 16161 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2719 | Total |
| Management And General | 2719 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13000 | Total |
| Management And General | 13000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2213 | Total |
| Management And General | 2213 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3951 | Total |
| Program Services | 564 | ProgramServices |
| Management And General | 2787 | ManagementAndGeneral |
| Fundraising | 600 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21805 | Total |
| Program Services | 4433 | ProgramServices |
| Management And General | 6295 | ManagementAndGeneral |
| Fundraising | 11077 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82471 | Total |
| Program Services | 19800 | ProgramServices |
| Management And General | 29682 | ManagementAndGeneral |
| Fundraising | 32989 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2713 | Total |
| Program Services | 678 | ProgramServices |
| Management And General | 543 | ManagementAndGeneral |
| Fundraising | 1492 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6868 | Total |
| Program Services | 2528 | ProgramServices |
| Management And General | 2184 | ManagementAndGeneral |
| Fundraising | 2156 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23286 | Total |
| Program Services | 5356 | ProgramServices |
| Management And General | 9314 | ManagementAndGeneral |
| Fundraising | 8616 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8001 | Total |
| Program Services | 2001 | ProgramServices |
| Management And General | 2800 | ManagementAndGeneral |
| Fundraising | 3200 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5849 | Total |
| Program Services | 1559 | ProgramServices |
| Management And General | 1983 | ManagementAndGeneral |
| Fundraising | 2307 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CAMPAIGN SUPPLIES | 36971 | 957 | 3997 | 32017 |
| VEHICLE & RELATED | 12322 | 3080 | 4313 | 4929 |
| MEMBERSHIP DUES & SUBSC | 8247 | 1329 | 3711 | 3207 |
| RECOGNITION & OTHER AWA | 2846 | 2000 | 846 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 993 | Total |
| Management And General | 993 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2688853 | Total |
| Program Services | 2160638 | ProgramServices |
| Management And General | 227491 | ManagementAndGeneral |
| Fundraising | 300724 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 223168 | BOY |
| EOY | 233934 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 934458 | BOY |
| EOY | 1314508 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1474770 | BOY |
| EOY | 1143197 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17813 | BOY |
| EOY | 12220 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 55639 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 35002 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6614 | BOY |
| EOY | 20637 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6974 | BOY |
| EOY | 1908 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 509675 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 641666 | BOY |
| EOY | 733504 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3815138 | BOY |
| EOY | 3459908 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23293 | BOY |
| EOY | 46833 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 629608 | BOY |
| EOY | 613815 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 652901 | BOY |
| EOY | 660648 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1408369 | BOY |
| EOY | 1359482 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1484919 | BOY |
| EOY | 1164805 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 268949 | BOY |
| EOY | 274973 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3162237 | BOY |
| EOY | 2799260 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3815138 | BOY |
| EOY | 3459908 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -448790 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 89228 | ReconciliationUnrealizedInvest |
| Reconcilation Invest Expenses | -3415 | ReconcilationInvestExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3134739 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3332665 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2332613 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2858414 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2158705 | CurrentTaxYear |
| Total | 13817136 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3134739 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3332665 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2332613 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2858414 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2158705 | CurrentTaxYear |
| Total | 13817136 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 13817136 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 52501 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23499 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9153 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8038 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4124 | CurrentTaxYear |
| Total | 97315 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 60046 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 66029 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 62408 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 57063 | CurrentTaxYearMinus1Year |
| Current Tax Year | 77702 | CurrentTaxYear |
| Total | 323248 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 14237699 | TotalSupport |
| Gross Receipts From Admissions Etc | 102884 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.97050 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.97110 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 416613 | BeginningOfYearBalance |
| Contributions | 6024 | Contributions |
| Investment Earnings Or Losses | 55727 | InvestmentEarningsOrLosses |
| End Of Year Balance | 478364 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 396627 | BeginningOfYearBalance |
| Contributions | 22242 | Contributions |
| Investment Earnings Or Losses | -2256 | InvestmentEarningsOrLosses |
| End Of Year Balance | 416613 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 359630 | BeginningOfYearBalance |
| Contributions | 20 | Contributions |
| Investment Earnings Or Losses | 36977 | InvestmentEarningsOrLosses |
| End Of Year Balance | 396627 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 281547 | BeginningOfYearBalance |
| Contributions | 913 | Contributions |
| Investment Earnings Or Losses | 77170 | InvestmentEarningsOrLosses |
| End Of Year Balance | 359630 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 387625 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -106078 | InvestmentEarningsOrLosses |
| End Of Year Balance | 281547 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.57480 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.42520 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 48924 | OtherCostOrOtherBasis |
| Depreciation | 29630 | Depreciation |
| Book Value | 19294 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6715 | OtherCostOrOtherBasis |
| Depreciation | 5372 | Depreciation |
| Book Value | 1343 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 20637 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTEREST IN ASSETS HELD BY THIRD PARTY | Description |
| Book Value | 733504 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 733504 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CAMPAIGN DESIGNATIONS PAYABLE | $612,456 |
| REFUNDABLE ADVANCES | $1,359 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 613815 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 1696620 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 89228 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 89228 | RevenueNotRptdF990 |
| Revenue Subtotal | 1607392 | RevenueSubtotal |
| Other Revenues Not Included | 632671 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 632671 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2240063 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2059597 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2059597 | ExpensesSubtotal |
| Other Expenses Not Included | 629256 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 629256 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2688853 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ENDOWMENT FUNDS ARE CURRENTLY HELD BY THE COMMUNITY FOUNDATION OF HERKIMER & ONEIDA COUNTIES, INC. THESE FUNDS CONSIST OF DONOR-RESTRICTED CONTRIBUTIONS AND AMOUNTS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. THE BOARD DESIGNATED PORTION ALONG WITH EARNINGS ARE USED TO COVER OPERATING OR OTHER COSTS AS NEEDED AT THE DISCRETION OF THE BOARD OF DIRECTORS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE UNITED WAY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE UNITED WAY QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). THE UNITED WAY REVIEWS THE COMPONENTS OF REVENUES, GAINS AND OTHER SUPPORT AND ANALYZES WHETHER THE POSITION THAT THE ORGANIZATION TAKES WITH REGARD TO A PARTICULAR ITEM OF INCOME WOULD MEET THE DEFINITION OF AN UNCERTAIN TAX POSITION UNDER GAAP. THE UNITED WAY FILES INFORMATION RETURNS IN THE U.S. FEDERAL AND NEW YORK JURISDICTIONS. THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY TAXING AUTHORITIES ARE GENERALLY THE PREVIOUS THREE YEARS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATED CONTRIBUTIONS 629,256. INVESTMENT EXPENSES 3,415. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATED CONTRIBUTIONS 629,256. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (32 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|
| AIDS COMMUNITY RESOURCES | |||||
| 627 W GENESEE STREET | SYRACUSE | NY | 13204 | 36240 | FUNDED PARTNER |
| AMERICAN RED CROSS OF THE MOHAWK VALLEY | |||||
| 1415 GENESEE STREET | UTICA | NY | 13502 | 103375 | FUNDED PARTNER |
| BOY SCOUTS OF AMERICAREV TRAIL COUNCIL | |||||
| 1401 GENESEE STREET | UTICA | NY | 13501 | 31000 | FUNDED PARTNER |
| BOYS' AND GIRLS' CLUB OF THE MOHAWK VALLEY | |||||
| 755 LANSING STREET | UTICA | NY | 13502 | 65000 | FUNDED PARTNER |
| CATHOLIC CHARITIES OF HERKIMER COUNTY | |||||
| 61 WEST STREET | ILION | NY | 13357 | 56750 | FUNDED PARTNER |
| CATHOLIC CHARITIES OF ONEIDA AND MADISON COUNTIES | |||||
| 1408 GENESEE STREET | UTICA | NY | 13502 | 45192 | FUNDED PARTNER |
| CENTER FOR FAMILY LIFE & REC | |||||
| 502 COURT STREET SUITE 401 | UTICA | NY | 13502 | 20000 | FUNDED PARTNER |
| CORNELL COOPERATIVE | |||||
| 121 SECOND STREET | ORISKANY | NY | 13424 | 7500 | FUNDED PARTNER |
| COUNTRY PANTRY (KIRKLAND) | |||||
| 5476 EUREKA ROAD | ROME | NY | 13440 | 5000 | FUNDED PARTNER |
| FAXTON ST LUKES HEALTHCARE | |||||
| 1676 SUNSET AVENUE | UTICA | NY | 13502 | 75000 | FUNDED PARTNER |
| FOOD BANK OF CENTRAL NY | |||||
| 7066 INTERSTATE ISLAND ROAD | SYRACUSE | NY | 13209 | 11786 | FUNDED PARTNER |
| HOSPICE AND PALLIATIVE CARE INC | |||||
| 4277 MIDDLE SETTLEMENT ROAD | NEW HARTFORD | NY | 13413 | 40000 | FUNDED PARTNER |
| JOHN BOSCO HOUSE INC | |||||
| 425 LAFAYETTE STREET | UTICA | NY | 13502 | 20000 | FUNDED PARTNER |
| JOHNSON PARK CENTER | |||||
| 26 JOHNSON PARK | UTICA | NY | 13501 | 88250 | FUNDED PARTNER |
| LEARNING DISABILITY ASSOCIATION OF THE MV | |||||
| 401 COLUMBIA STREET | UTICA | NY | 13502 | 30000 | FUNDED PARTNER |
| LEGAL AID SOCIETY OF MID-NEW YORK | |||||
| 255 GENESEE STREET | UTICA | NY | 13501 | 46000 | FUNDED PARTNER |
| MOHAWK VALLEY COMMUNITY ACTION | |||||
| 9882 RIVER ROAD | MARCY | NY | 13403 | 26000 | FUNDED PARTNER |
| MULTI-CULTURAL ASSOC FOR MED INTERPRET | |||||
| 309 GENESEE STREET | UTICA | NY | 13501 | 17000 | FUNDED PARTNER |
| NEIGHBORHOOD CENTER OF UTICA | |||||
| 293 GENESEE STREET | UTICA | NY | 13501 | 59773 | FUNDED PARTNER |
| PARKWAY SENIOR CENTER | |||||
| 220 MEMORIAL PARKWAY | UTICA | NY | 13501 | 30609 | FUNDED PARTNER |
| PETER MAURIN HOUSE INC | |||||
| 130 EAGLE STREET | UTICA | NY | 13501 | 15000 | FUNDED PARTNER |
| RESOURCE CENTER FOR INDEPENDENT LIVING | |||||
| 409 COLUMBIA STREET | UTICA | NY | 13502 | 151000 | FUNDED PARTNER |
| RICHFIELD SPRINGS YOUTH MINISTRY | |||||
| 17 CHURCH STREET | RICHFIELD SPRINGS | NY | 13439 | 4000 | FUNDED PARTNER |
| SALVATION ARMY OF HERKIMER | |||||
| 431 N PROSPECT ST | HERKIMER | NY | 13350 | 13500 | FUNDED PARTNER |
| SALVATION ARMY OF UTICA | |||||
| 14 CLINTON PLACE | UTICA | NY | 13501 | 13500 | FUNDED PARTNER |
| SAMARITAN COUNSELING CENTER | |||||
| 1643 GENESEE STREET | UTICA | NY | 13501 | 37749 | FUNDED PARTNER |
| THE PEACEMAKER PROGRAM | |||||
| 502 COURT STREET SUITE 234 | UTICA | NY | 13502 | 45000 | FUNDED PARTNER |
| THEA BOWMAN HOUSE | |||||
| 731 LAFAYETTE STREET | UTICA | NY | 13502 | 102000 | FUNDED PARTNER |
| UPSTATE CEREBRAL PALSY | |||||
| 1020 MARY STREET | UTICA | NY | 13501 | 30000 | FUNDED PARTNER |
| YMCA OF THE MOHAWK VALLEY | |||||
| 83 E MAIN ST | MOHAWK | NY | 13407 | 29500 | FUNDED PARTNER |
| YOUR NEIGHBORS | |||||
| 108 UTICA ROAD | CLINTON | NY | 13323 | 10000 | FUNDED PARTNER |
| YWCA OF THE MOHAWK VALLEY | |||||
| 1000 CORNELIA STREET | UTICA | NY | 13502 | 119500 | FUNDED PARTNER |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | LINE 11A EXPLANATION - AUDIT COMMITTEE REVIEWS THE UNITED WAY'S 990 WITH MANAGEMENT AND THEN THE BOARD OF DIRECTORS WILL REVIEW AND APPROVE PRIOR TO FILING AND RELEASING IT TO THE PUBLIC. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, ALL STAFF, BOARD MEMBERS AND VOLUNTEERS ARE REQUIRED TO DISCLOSE ANY CONFLICT OF INTEREST BY SIGNING "CODE OF ETHICS" QUESTIONNAIRES. THE AUDIT COMMITTEE CHAIR THEN REVIEWS THE QUESTIONNAIRES FOR CONFLICTS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | OUR COMPENSATION PHILOSOPHY STATEMENT STATES THAT THE POLICY OF THE UNITED WAY OF THE VALLEY & GREATER UTICA AREA IS TO PROVIDE COMPENSATION THAT IS FAIR, REASONABLE AND CONSISTENT WITH COMPENSATION PAID IN THE NON-PROFIT SECTOR FOR POSITIONS OF COMPARABLE WORTH, COMPLEXITY AND RESPONSIBILITY. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SHALL DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR UNDER THE GUIDELINES SET FORTH IN THE COMPENSATION POLICY USING THE FOLLOWING PROCESS: 1) ANNUAL BENCHMARKING 2) SALARY RANGES - THREE BROADBAND LEVELS A) DIRECTOR LEVEL B) PROFESSIONAL/SUPPORT LEVEL C) ADMINISTRATIVE 3) PERFORMANCE REVIEWS OUR COMPENSATION PHILOSOPHY STATEMENT STATES THAT THE POLICY OF THE UNITED WAY OF THE VALLEY & GREATER UTICA AREA IS TO PROVIDE COMPENSATION THAT IS FAIR, REASONABLE AND CONSISTENT WITH COMPENSATION PAID IN THE NON-PROFIT SECTOR FOR POSITIONS OF COMPARABLE WORTH, COMPLEXITY AND RESPONSIBILITY. THE HR COMMITTEE SHALL RECOMMEND TO THE BOARD OF DIRECTORS THE COMPENSATION OF EMPLOYEES UNDER THE GUIDELINES SET FORTH IN THE COMPENSATION POLICY USING THE FOLLOWING PROCESS: 1) ANNUAL BENCHMARKING 2) SALARY RANGES - THREE BROADBAND LEVELS A) DIRECTOR LEVEL B) PROFESSIONAL/SUPPORT LEVEL C) ADMINISTRATIVE 3) PERFORMANCE REVIEWS 4) SPECIAL CIRCUMSTANCES | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNITED WAY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE UNITED WAY OFFICES. IN ADDITION, THE FINANCIAL STATEMENTS AS FILED WITH THE CHARITIES BUREAU ARE AVAILABLE ON THAT AGENCY'S WEB SITE AND THE UNITED WAY'S WEBSITE. | |
| PART XII, LINE 2C | THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. | AUDIT COMMITTEE |
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