2013-05-14T10:48:04-07:00 2012-12-31 Piaker & Lyons PC PO Box 190 5862 County Rd 32 Norwich NY 13815 990 2012-01-01 160998159 CHENANGO UNITED WAY INC CHEN 6073348815 83 NORTH BROAD STREET FRONT SUITE NORWICH NY 13815 KAREN SASTRI 2013-05-14 true ROY E FULLER CPA P00005268 6073368908 2012 2016-02-24 21:20:13Z KAREN SASTRI 83 NORTH BROAD STREET NORWICH NY 13815 738236 false false X WWW.CHENAGOUW.ORG X 1995 NY CHENANGO UNITED WAY BUILDS PARTNERSHIPS AND MAXIMIZES RESOURCES TO IMPROVE THE QUALITY OF LIFE FOR LOCAL RESIDENTS. 23 23 4 206 0 424072 461476 0 143531 51413 4200 0 571803 512889 335872 340922 0 84972 84405 0 46488 65805 71151 486649 496478 85154 16411 1487299 1573648 9465 4448 1477834 1569200 CHENANGO UNITED WAY BUILDS PARTNERSHIPS AND MAXIMIZES RESOURCES TO IMPROVE THE QUALITY OF LIFE FOR LOCAL RESIDENTS. false false 390902 EXEMPT PURPOSE ACHEIVED BY PROVIDING ELIGIBLE ORGANIZATIONS WITH FUNDS COLLECTED VIA ANNUAL FUND RAISING CAMPAIGN 5000 YOUTH PHILANTHROPY COUNCIL PROJECT- IN THE SPRING OF 2010 THE NORWICH HIGH SCHOOL YOUTH PHILANTHROPY COUNCIL (YPC), A COLLABORATIVE EFFORT OF THE CHENANGO UNITED WAY, THE COMMUNITY FOUNDATION FOR SOUTH CENTRAL NEW YORK, THE UPSTATE INSITITUTE AT COLGATE UNIVERSITY AND THE NORWICH HIGH SCHOOL, GRANTED ITS SECOND ROUND OF FUNDING TO LOCAL ORGANZIATIONS. THE YPC WAS COMPRISED OF 12 JUNIOR AND SENIOR LEVEL HIGH SCHOOL STUDENTS WHO MET ON A BI-WEEKLY BASIS TO LEARN ABOUT THE CHENANGO COMMUNITY. MENTORED BY COLGATE UNIVERSITY STUDENTS, THESE HIGH SCHOOL STUDENTS SPENT THEIR YEAR WRITING AN RFP (REQUEST FOR PROPOSAL) THROUGH WHICH THEY SOLICITED GRANT PROPOSALS FROM LOCAL HEALTH AND HUMAN SERVICE AGENCIES SEEKING TO BREAK THE CYCLE OF POVERTY IN CHENANGO COUNTY BY PROVIDING EDUCATION TO LOW INCOME FAMILIES. IN MAY 2010, THE STUDENTS AWARDED FUNDS TO THREE PROGRAMS ADDRESSING THESE ISSUES OF FAMILY SELF SUFFICIECY. 4188 CHENANGO COUNTY HUNGER INITIATIVE- THROUGH A PARTNERSHIP WITH FRONTIER COMMUNICATIONS AND THE CHENANGO UNITED WAY, FUNDS WERE ALLOCATED TO MORE THAN 18 CHENANGO COUNTY FOOD PANTRIES AND SOUP KITCHENS IN 2012 TO HELP PURCHASE, PREPARE, AND DISTRIBUTE FOOD TO NEEDY FAMILIES THROUGHOUT CHENANGO COUNTY. 400090 true true false false false false false false false true true false false true true false true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false true 0 0 false 4 true false false false false false false false false 0 false false false false false false false false false false X 23 23 false false false false true true false true true false false true true true true true true true true false NY X X X CHENANGO UNITED WAY INC 6073348815 83 NORTH BROAD STREET FRONT SUITE NORWICH NY 13815 GARY GRAY 5.00 0.00 X 0 0 0 TODD DREYER 5.00 0.00 X 0 0 0 GREGORY FULLER 5.00 0.00 X X 0 0 0 JENNIFER TAVARES 5.00 0.00 X 0 0 0 LORI OLSEN 5.00 0.00 X 0 0 0 REBECCA HARGRAVE 5.00 0.00 X 0 0 0 ANDY LAGOE 5.00 0.00 X 0 0 0 ROWENA KRUM 5.00 0.00 X 0 0 0 GERALD ROYS 5.00 0.00 X 0 0 0 JOHN STAFFORD 5.00 0.00 X 0 0 0 BRUCE BEADLE 5.00 0.00 X 0 0 0 DEB BARKER 5.00 0.00 X 0 0 0 KAREN SASTRI 5.00 0.00 X X 0 0 0 MELISSA STAGNARO 5.00 0.00 X 0 0 0 KIM BAKER 5.00 0.00 X 0 0 0 OLIN MILLER 5.00 0.00 X 0 0 0 CHARLIE MCMULLEN 5.00 0.00 X 0 0 0 ANNE DREXLER 5.00 0.00 X X 0 0 0 LISA COLABELLI 5.00 0.00 X 0 0 0 KENDALL DREXLER 5.00 0.00 X 0 0 0 TJ MOOREHEAD 5.00 0.00 X 0 0 0 BARB TOMPKINS 5.00 0.00 X 185 0 0 JAMES CURRIE 5.00 0.00 X 0 0 0 ELIZABETH MONACO 40.00 0.00 X 49899 0 8080 50084 8080 0 false false false 0 23530 12228 425718 461476 0 28883 28883 0 0 0 245841 223311 22530 22530 22530 2036 12228 2036 0 0 0 0 512889 51413 340922 340922 0 0 0 58164 19388 19387 19389 0 20267 6756 6757 6754 0 391 131 130 130 5583 1861 1861 1861 0 0 5700 5700 0 0 6886 2296 2295 2295 1402 105 1190 107 847 283 282 282 1508 152 1206 150 0 0 14770 3259 3802 7709 1273 191 318 764 0 1781 593 594 594 0 0 599 200 199 200 1929 193 1736 CAMPAIGNS 2844 682 176 1986 OTHER MISC EXPENSES 2951 983 984 984 DUES AND SUBSCRIPTIONS 5622 1874 1874 1874 UNCOLLECTIBLE ACCOUNTS 18813 18813 4226 1408 1409 1409 496478 400090 49900 46488 0 84312 155403 343600 321334 0 0 0 0 0 0 20660 19208 2052 1452 965928 1003241 0 0 0 91407 92218 1487299 1573648 2918 261 6547 4187 9465 4448 X 1075134 1168657 317840 312511 84860 88032 1477834 1569200 1487299 1573648 X 16411 71783 3172 X false true X true false X 699464 626825 423061 397533 461476 2608359 0 0 699464 626825 423061 397533 461476 2608359 390589 2217770 22394 21800 35150 29892 28883 138119 0 18405 9774 4409 2775 35363 2781841 0.79720 0.93540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1001814 118298 50107 6886 1063119 1079255 -159644 141317 53287 5827 1001814 1044519 -29869 119625 50726 4294 1079255 618952 273719 183280 3581 27851 1044519 200000 -120385 1205 28450 618952 1.00000 true false false 460 231 229 20200 18977 1223 1452 PERPETUAL TRUST 88032 DIRECTED PLEDGES RECEIVABLE 4186 92218 Rounding 1 DIRECTED CONTRIBUTIONS PAYABLE 4186 4187 569031 71783 3172 74955 494076 18813 18813 512889 477665 477665 18813 18813 496478 Part XII, Line 4b Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S UNCOLLECTIBLE ACCOUNT NETTED IN REVENUE $18813 Part XI, Line 4b Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S UNCOLLECTIBLE ACCOUNTS NETTED WITH CONTR $18813 Part XI, Line 2d Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 GAIN ON PERPETUAL TRUST $3172 Part V, Line 4 Part V, Line 4: Intended uses of the endowment fund. THE BOARD OF THE UNITED WAY HAS INVESTED UNRESTRICTED FUNDS WITH THE INTENDED PURPOSE OF CREATING AN ENDOWMENT THAT WOULD PROVIDE ENOUGH EARNINGS TO COMPLETELY COVER THE ADMINISTRATIVE OVERHEAD COST OF THE OPERATING BUDGET. INVASION OF THE PRINCIPLE OF THIS FUND WOULD ONLY BE ALLOWED BY A THREE QUARTERS VOTE OF THE BOARD, AND ONLY IN THE EVENT OF A SIGNIFICANT FINANCIAL SHORTFALL IN THE ANNUAL CAMPAIGN, UNDER THE CURRENT BOARD POLICY true THE PLACE SERVICE LEARNING P 20 E MAIN STREET NORWICH NY 13815 17875 0 THE PLACE - TEEN DEVELOPMENT 20 E MAIN STREET NORWICH NY 13815 17730 0 THE PLACE - KIDS PROGRAM 20 E MAIN STREET NORWICH NY 13815 16712 0 THE PLACE - AMERICORPS PROGRA 20 E MAIN STREET NORWICH NY 13815 17875 0 RSVP 44 W MAIN ST NORWICH NY 13815 15177 0 ROOTS & WINGS CATHOLIC CHARIT 3 OHARA DR NORWICH NY 13815 17335 0 PLANNED PARENTHOOD 37 DIETZ STREET ONEONTA NY 13820 19234 0 OXFORD AFTER SCHOOL PROGRAM 12 Fort Hill Park OXFORD NY 13830 16035 0 OFC - LITERACY VOLUNTEERS 44 W MAIN ST NORWICH NY 13815 11413 0 OFC - HOUSING COUNCIL 44 WEST MAIN STREET NORWICH NY 13815 18859 0 NORWICH FAMILY YMCA 68-70 NORTH BROAD ST NORWICH NY 13815 7117 0 MOTHERS & BABIES PERINATAL NE 457 STATE STREET BINGHAMTON NY 13901 16131 0 LEGAL AID SOCIETY OF MID-NEW 189 MAIN STREET ONEONTA NY 13820 14676 0 CRIME VICTIMS PROGRAM - C C 3 OHARA DR NORWICH NY 13815 19619 0 CORNELL COOPERATIVE EXTENSION 99 N BROAD STREET NORWICH NY 13815 17344 0 CHENANGO HEALTH NETWORK 24 CONKEY AVE NORWICH NY 13815 17225 0 CHENANGO COUNTY CATHOLIC CHAR 3 OHARA DR NORWICH NY 13815 17016 0 CATHOLIC CHARITIES-COUNSELING 3 OHARA DR NORWICH NY 13815 19378 0 CASH COALITION - OFC 44 WEST MAIN STREET NORWICH NY 13815 13506 0 BIG BROTHERBIG SISTER 20 EAST MAIN ST NORWICH NY 13815 16307 0 16 4 Form 990, Part XI, Line 9 Other Changes In Net Assets Or Fund Balances - Other Increases INCREASE IN TRUST ACCOUNT = $3172 Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available COPIES OF THE ANNUAL FINANCIAL STATEMENTS, AUDIT AND FORM 990 WILL BE MADE AVAILABLE TO THE COMMUNITY BY REQUEST. THE CUW ANNUAL REPORT WILL BE MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE EACH YEAR. ALSO, COPIES MAY BE FOUND ON THE CHARITIES BUREAU WEBSITE. Form 990, Part VI, Line 15b Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees LED BY THE BOARD CHAIR, THE CHENANGO UNITED WAY EXECUTIVE COMMITTEE WILL CONDUCT AN ANNUAL PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR IN NOVEMBER OF EACH YEAR. THE PERFORMANCES REVIEW SHALL INCLUDE REVIEW OF THE FOLLOWING ITEMS: -PERFORMANCE OF OBJECTIVES,INCLUDING SIGNIFICANT ACCOMPLISHMENTS, CHALLENGES AND OPPORTUNITIES-METHODS USED TO ACHIEVE RESULTS, INCLUDING JOB PERFORMANCE, ABILITY TO COMMUNICATE AND INTERACT, LEADERSHIP ABILITYA FORMAL PERFORMANCE REVIEW SHALL BE PRESENTED TO THE EXECUTIVE DIRECTOR AND REVIEWED BY THE BOARD CHAIR BEFORE THE END OF THE CALENDAR YEAR. FEEDBACK AND DISCUSSION FROM THIS REVIEW WILL BE USED TO IDENTIFY WORK PLAN GOALS FOR THE NEXT CALENDER YEAR. EVERY THREE YEARS, THE EXECUTIVE DIRECTOR AND THE EXECUTIVE COMMITTEE SHALL HAVE THE OPPORTUNITY TO NEGOTIATE A THREE-YEAR EMPLOYMENT CONTRACT, AS RECOMMENDED BY THE UNITED WAY OF NYS AND THE UNITED WAY OF AMERICA. THIS EMPLOYMENT CONTRACT SHALL IDENTIFY THE TERMS OF EMPLOYMENT, COMPENSATION PACKAGE, BUSINESS EXPENSE REIMBURSEMENT, CONTRACT CANCELLATIONS, CONFIDENTIALITY AND NON-COMPETE CLAUSES, INDEMNIFICATION AND SUCCESSOR CLAUSES. Form 990, Part VI, Line 15a Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management LED BY THE BOARD CHAIR, THE CHENANGO UNITED WAY EXECUTIVE COMMITTEE WILL CONDUCT AN ANNUAL PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR IN NOVEMBER OF EACH YEAR. THE PERFORMANCES REVIEW SHALL INCLUDE REVIEW OF THE FOLLOWING ITEMS: -PERFORMANCE OF OBJECTIVES,INCLUDING SIGNIFICANT ACCOMPLISHMENTS, CHALLENGES AND OPPORTUNITIES-METHODS USED TO ACHIEVE RESULTS, INCLUDING JOB PERFORMANCE, ABILITY TO COMMUNICATE AND INTERACT, LEADERSHIP ABILITYA FORMAL PERFORMANCE REVIEW SHALL BE PRESENTED TO THE EXECUTIVE DIRECTOR AND REVIEWED BY THE BOARD CHAIR BEFORE THE END OF THE CALENDAR YEAR. FEEDBACK AND DISCUSSION FROM THIS REVIEW WILL BE USED TO IDENTIFY WORK PLAN GOALS FOR THE NEXT CALENDER YEAR. EVERY THREE YEARS, THE EXECUTIVE DIRECTOR AND THE EXECUTIVE COMMITTEE SHALL HAVE THE OPPORTUNITY TO NEGOTIATE A THREE-YEAR EMPLOYMENT CONTRACT, AS RECOMMENDED BY THE UNITED WAY OF NYS AND THE UNITED WAY OF AMERICA. THIS EMPLOYMENT CONTRACT SHALL IDENTIFY THE TERMS OF EMPLOYMENT, COMPENSATION PACKAGE, BUSINESS EXPENSE REIMBURSEMENT, CONTRACT CANCELLATIONS, CONFIDENTIALITY AND NON-COMPETE CLAUSES, INDEMNIFICATION AND SUCCESSOR CLAUSES. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts BOARD MEMBERS. STAFF AND VOLUNTEERS PLEDGE TO ACCEPT THIS CODE AS A MINIMUM GUIDELINE FOR ETHICAL CONDUCT AND STEWARDSHIP SHALL PROVIDE WRITTEN VERIFICATION THAT THEY WILL COMPLY WITH THIS POLICY ON AN ANNUAL BASIS: DEFINITIONS. A CONFLICT OF INTEREST EXISTS WHEN A MATTER TO BE ACTED UPON BY THE BOARD OF DIRECTORS OR AN ACTING SUBCOMMITTEE OF THE BOARD CONFERS A DIRECT, SUBSTANTIAL BENEFIT TO ANY DIRECTOR, BUSINESS OR AGENCY FROM WHICH THE DIRECTOR OF THE BOARD DERIVES AN INCOME OR HAS AUTHORITY IN GOVERNANCE. ATTENTION. A DIRECTOR SHALL ABSTAIN FROM VOTING ON ANY MATTER BEFORE THE BOARD WHICH PLACES HIM OR HER IN A CONFLICT OF INTEREST, PARTICULAR IN REGARD TO MATTERS INVOLVING MEMBER AGENCIES. PROCEDURES. PRIOR TO VOTING ON MATTERS IN WHICH A POTENTIAL CONFLICT OF INTEREST EXISTS FOR ANY DIRECTOR, THE BOARD CHAIR SHALL INQUIRE WHETHER ANY DIRECTOR OF THE BOARD DESIRES TO ABSTAIN FROM VOTING BECAUSE OF A CONFLICT OF INTEREST, AND ANY DIRECTOR OF THE BOARD SHALL DELCARE THAT HE OR SHE ABSTAINS FROM VOTING DUE TO A CONFLICT OF INTEREST. PRIOR TO VOTING ON ANY MATTER, A DIRECTOR OF THE BOARD MAY BE REQUESTED BY ANOTHER DIRECTOR OF THE BOARD TO ABSTAIN FROM VOTING DUE TO A CONFLICT OF INTEREST. IF THE CHALLENGED DIRECTOR REFUSES TO ABSTAIN FROM VOTING AS REQUESTED, THE BOARD CHAIR SHALL IMMEDIATELY CALL FOR A VOTE OF THE DIRECTORS TO DETERMINE WHETHER THE CHALLENGED DIRECTOR IS IN CONFLICT OF INTEREST AND SHALL BE REQUIRED TO ABSTAIN FROM VOTING ON THE MATTER BEFORE THE BOARD. IF A TWO-THIRDS (2/3) MAJORITY OF THE DIRECTORS PRESENT VOTES TO REQUIRE ATTENTION OF THE CHALLENGED DIRECTOR, THE DIRECTOR SHALL NOT BE PERMITTED TO VOTE. Form 990, Part VI, Line 11b Form 990, Part VI, Line 11b: Form 990 Review Process EACH YEAR THE CPO AND THE BOARD TREASURER WILL REVIEW THE FORM 990 FOR ACCURACY AND COMPLETION. THE AUDIT AND FORM 990 WILL BE REVIEWED WITH THE FINANCE/AUDIT COMMITTEE BEFORE SUBMISSION. THE FINAL AUDIT WILL ALSO BE PRESENTED TO THE BOARD OF DIRECTORS IN JUNE OF EACH YEAR. Form 990, Part VI, Line 6 Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder The members of the Corporation shall be the persons who have contributed to the Corporation during the fiscal year immediately preceding the annual Celebration Event. The Board of Directors shall serve as the voting body of the Corporation and shall represent the interests of the membership.