2026-05-14T15:30:44-05:00 2025-06-30 161131146 BONADIO & CO LLP 432 N FRANKLIN ST SYRACUSE NY 13204 990 2024-07-01 150532074 UNITED WAY OF THE MOHAWK VALLEY INC UNIT 3157334691 258 GENESEE STREET UTICA NY 13502 SARAH MACRI INTERIM CEO 3157334691 2026-05-14 1 0 TIMOTHY HAMMOND P01224809 3154227109 2026-05-14 2024 2025-03-06 01:10:19Z SARAH MACRI 258 GENESEE STREET UTICA NY 13502 1647907 0 X HTTPS://WWW.UNITEDWAYMV.ORG/ X 1921 NY PROMOTE INDIVIDUAL WELL BEING, STRENGTHEN FAMILIES, AND IMPROVE QUALITY OF LIFE IN OUR COMMUNITY. 21 21 17 53 0 0 1659080 1523030 50000 62200 -35484 1918 70147 43633 1743743 1630781 824633 604377 0 0 837934 788481 0 0 164758 579152 749401 2241719 2142259 -497976 -511478 2452215 2002245 597940 454373 1854275 1547872 TO CREATE A THRIVING COMMUNITY BY CONNECTING PEOPLE, RESOURCES, AND SOLUTIONS THROUGHOUT THE MOHAWK VALLEY. 0 0 1702335 604377 75725 STRATEGIC COMMUNITY INVESTMENT FUNDING IS CONCENTRATED AROUND COLLABORATIVE PARTNERSHIPS AND COALITIONS, ASSESSMENT OF COMMUNITY NEEDS, AND THE DISTRIBUTION OF FUNDS TO SUPPORT PROGRAMS IN THE FOLLOWING FOCUS AREAS: EDUCATION, HEALTH, AND FINANCIAL STABILITY. MORE SPECIFICALLY, EARLY EDUCATION, CHILDCARE, AND HOMELESSNESS PREVENTION CONTINUE TO BE INVESTMENT AREAS. UNITED WAY OF THE MOHAWK VALLEY, INC. (UWMV) FUNDED 29 AGENCIES IN THIS FISCAL YEAR. IN ADDITION, UWMV LED THREE INITIATIVES: THE COLLABORATIVE APPLICANT FOR THE LOCAL HOUSING COALITION, LIVE UNITED YOUTH PROGRAM, AND 211 MID YORK. 1702335 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 14 0 1 17 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X X SARAH MACRI 3157334691 258 GENESEE STREET UTICA NY 13502 WILLIAM F PERROTTI PAST PRESIDENT 1.00 X 0 0 0 MELISSA MANN FIRST VICE PRESIDENT, RESOURCE DEVELOPMENT CHAIR 1.00 X X 0 0 0 HANKA GRABOVICA DIRECTOR 1.00 X 0 0 0 ERIN M BUSHINGER DIRECTOR 1.00 X 0 0 0 MATTHEW A NICHOLL PRESIDENT 1.00 X X 0 0 0 NORMA CHRISMAN DIRECTOR 1.00 X 0 0 0 BRUCE HAIRSTON STRATEGIC IMPACT CHAIR 1.00 X 0 0 0 PATRICK HARRINGTON DIRECTOR 1.00 X 0 0 0 MARK S LEWANDROWSKI DIRECTOR 1.00 X 0 0 0 TIFFANY SESTIR DIRECTOR 1.00 X 0 0 0 KIMBERLY B VANDUREN GOVERNANCE CHAIR 1.00 X 0 0 0 SABRINA FRYMAN TREASURER 1.00 X X 0 0 0 JENNIFER AJODHA-EVANS DIRECTOR 1.00 X 0 0 0 ROSS BERNTSON DIRECTOR 1.00 X 0 0 0 JOHN ECKMAIR DIRECTOR 1.00 X 0 0 0 PHYLLIS BRELAND ADVOCACY CHAIR 1.00 X 0 0 0 MILLIE OCCHIONERO MARKETING & COMMUNICATION 1.00 X 0 0 0 DALE SEATON COMMUNITY ENGAGEMENT CHAIR 1.00 X 0 0 0 TYLER BRENNAN DIRECTOR 1.00 X 0 0 0 HILARIE LYNN DEVELOPMENT CHAIR 1.00 X 0 0 0 DENISE CAVANAUGH DIRECTOR 1.00 X 0 0 0 FRANK DILORENZO DIRECTOR 1.00 X 0 0 0 SUSAN LITERA CEO/EXECUTIVE DIRECTOR, SECRETARY 40.00 X 120000 0 231 ANDREW CHANEY CHIEF FINANCIAL OFFICER 40.00 X 48674 0 0 168674 0 231 1 0 0 0 0 63898 577652 881480 26974 1523030 PROGRAM INCOME 561000 62200 62200 62200 1918 1918 0 63898 17126 -17126 -17126 INSURANCE RECOVERIES 900099 37310 37310 MISCELLANEOUS REVENUE 561000 13525 13525 MANAGEMENT FEES 561000 9924 9924 60759 1630781 75725 0 32026 604377 604377 199201 64764 82552 51885 502078 429311 54059 18708 4399 4183 216 30384 21586 5785 3013 52419 37021 10156 5242 9827 9827 22342 22342 158425 130445 11090 16890 13303 9371 3932 83444 18418 51606 13420 76486 53540 11473 11473 5172 5172 7490 7490 19762 19762 15320 15320 PROGRAM EXPENSES 321829 321829 DUES AND SUBSCRIPTIONS 15261 15261 MISCELLANEOUS 740 740 2142259 1702335 275166 164758 82942 71790 213038 17853 606828 260361 800 11060 5549 7999 7999 0 0 1538347 1645892 2452215 2002245 197181 110492 154094 99080 107497 56451 56551 82717 188250 597940 454373 X 1044615 599116 809660 948756 1854275 1547872 2452215 2002245 X -511478 205075 X 0 1 X 1 0 X 3468045 3212950 2360499 1659080 1523030 12223604 3468045 3212950 2360499 1659080 1523030 12223604 12223604 2054 16340 32543 5113 1918 57968 76930 123067 20607 220604 12502176 282912 0.97770 0.97480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 809660 139096 948468 739549 70111 809660 674561 64988 739549 798042 -123481 674561 608500 189542 798042 1.00000 1 0 7999 7999 0 0 INTEREST IN ASSETS HELD BY THIRD PARTY 1460730 RIGHT OF USE LEASE ASSETS 185162 1645892 LEASE LIABILITIES 188250 188250 1727898 97117 97117 1630781 0 1630781 2034301 0 2034301 107958 107958 2142259 PART IV, LINE 2B: THE UNITED WAY IS SERVING AS A CUSTODIAN FOR FUNDS FOR EVENTS TO BE HELD BY OUTSIDE ORGANIZATIONS IN A SUBSEQUENT YEAR. 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 DIRE PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN AGENCY FUND INVESTMENT 205,075. DONOR DESIGNATIONS - FUNDED PARTNERS -25,258. DONOR DESIGNATIONS - OTHER AGENCIES -82,700. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS - FUNDED PARTNERS 25,258. DONOR DESIGNATIONS - OTHER AGENCIES 82,700. DAY OF ACTION 30000 30000 12571 HONOREE BREAKFAST 12758 12758 3348 303 5 21140 21140 904 63898 63898 3348 13778 17126 -17126 1 JCTOD OUTREACH INC PO BOX 160 UTICA NY 13503 161498400 80894 0 FUNDED PARTNER THEA BOWMAN HOUSE INC 731 LAFAYETTE STREET UTICA NY 13502 161488620 47979 0 FUNDED PARTNER CATHOLIC CHARITIES OF HERKIMER COUNTY 61 WEST STREET ILION NY 13357 161189791 38061 0 FUNDED PARTNER AFL-CIO - CENTRAL NEW YORK LABOR COUNCIL 10 MAIN STREET SUITE 202 WHITESBORO NY 13492 237359630 30000 0 FUNDED PARTNER REBUILDING THE VILLAGE INC 40 FAXTON STREET UTICA NY 13501 823629614 28306 0 FUNDED PARTNER ELDERLIFE INC DBA PARKWAY CENTER 220 MEMORIAL PARKWAY UTICA NY 13501 161557404 19679 0 FUNDED PARTNER PEOPLE FIRST 509 SECOND STREET SUITE 1 UTICA NY 13501 156000418 18964 0 FUNDED PARTNER MIDTOWN UTICA COMMUNITY CENTER 40 FAXTON STREET UTICA NY 13501 471353432 17685 0 FUNDED PARTNER MOHAWK VALLEY RESOURCE CENTER FOR REFUGEES 201 BLEEKER STREET UTICA NY 13501 161158764 17325 0 FUNDED PARTNER CENTRAL ONEIDA COUNTY VOLUNTEER AMBULANCE CORPS INC 7489 EAST SOUTH STREET CLINTON NY 13323 237113207 16525 0 FUNDED PARTNER AIDS COMMUNITY RESOURCES INC 287 GENESEE STREET 2ND FLOOR UTICA NY 13501 161359060 16525 0 FUNDED PARTNER MOHAWK VALLEY LATINO ASSOCIATION 28 SCOTT STREET UTICA NY 13501 562419456 16298 0 FUNDED PARTNER ON POINT FOR COLLEGE INC 500 PLANT STREET UTICA NY 13502 161569356 16284 0 FUNDED PARTNER SALVATION ARMY OF UTICA 14 CLINTON PLACE UTICA NY 13501 135562351 16029 0 FUNDED PARTNER ROME REFUGEE SERVICES INC 108 WEST COURT STREET ROME NY 13440 882520157 14697 0 FUNDED PARTNER YMCA OF THE MOHAWK VALLEY 83 EAST MAIN STREET MOHAWK NY 13407 150582212 14046 0 FUNDED PARTNER YMCA OF THE GREATER TRI-VALLEY 301 WEST BLOOMFIELD STREET UTICA NY 13442 237045379 13787 0 FUNDED PARTNER LEGAL AID SOCIETY OF MID-NEW YORK INC 255 GENESEE STREET UTICA NY 13501 150578598 12625 0 FUNDED PARTNER MOHAWK VALLEY COMMUNITY ACTION AGENCY INC 9882 RIVER ROAD UTICA NY 13502 160918009 10457 0 FUNDED PARTNER EMPOWERED PATHWAYS INC 502 COURT STREET UTICA NY 13502 161467547 10208 0 FUNDED PARTNER PETER MAURIN HOUSE INC DBA HOPE HOUSE PO BOX 161 UTICA NY 13503 223242715 9801 0 FUNDED PARTNER HOPE CHAPEL A M E ZION CHURCH 751 SOUTH STREET UTICA NY 13501 237029162 9680 0 FUNDED PARTNER UTICA FOOD PANTRY INC PO BOX 76 CLINTON NY 13323 222403208 8738 0 FUNDED PARTNER FOOTHILLS RURAL COMMUNITY MINISTRY PO BOX 156 HOLLAND PATENT NY 13354 133444765 6951 0 FUNDED PARTNER SALVATION ARMY OF HERKIMER PO BOX 168 HERKIMER NY 13350 135562351 6627 0 FUNDED PARTNER SALVATION ARMY OF ROME 410 WEST DOMINIK STREET ROME NY 13440 135562351 6400 0 FUNDED PARTNER UTICA SAFE SCHOOLSHEALTHY STUDENTS PARTNERSHIP INC 106 MEMORIAL PARKWAY ROOM 208 UTICA NY 13501 161614543 6000 0 FUNDED PARTNER UNITED WAY SUNCOAST INC 5201 WEST KENNEDY BLVD SUITE 600 TAMPA FL 33609 593725701 19179 0 FUNDED PARTNER JAMES R COOK LABOR AGENCY 10 MAIN STREET SUITE 202 WHITESBORO NY 13492 161100189 30000 0 FUNDED PARTNER 27 2 PART I, LINE 2: THE HMIS ADMINISTRATOR IS AWARE OF THE AUTHORIZED USES OF GRANT FUNDS AND REVIEWS INVOICES FROM GRANTEES TO DETERMINE THAT GRANT FUNDS WERE USED FOR AUTHORIZED PURPOSES. THE CFO REVIEWS THESE INVOICES TO ENSURE ACCURACY AND COMPLIANCE WITH GRANT AGREEMENTS PRIOR TO DISBURSING FUNDING. X PROGRAM EXPENSES 1659 26974 COST 0 0 0 PART I, COLUMN (B): UWMV IS REPORTING THE NUMBER OF ITEMS RECEIVED IN PART I COLUMN B. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF UWMV SHALL CONSIST OF THOSE PERSONS WHO ARE ELECTED AND SERVING ON THE BOARD OF DIRECTORS OF UWMV. ANY PERSON ELECTED AS A VOTING MEMBER OF THE BOARD OF DIRECTORS OF UWMV SHALL THEREBY BECOME A MEMBER OF UWMV; SUCH MEMBERSHIP SHALL CONTINUE DURING THE PERIOD THAT SUCH MEMBER IS DULY QUALIFIED AND ACTING, AND SHALL TERMINATE AT THE CONCLUSION OF THE TERM FOR WHICH HE OR SHE HAS BEEN ELECTED. ANY MEMBER OF THE BOARD OF DIRECTORS WHO DIES, RESIGNS, FAILS RE-ELECTION TO THE BOARD, OR FOR ANY OTHER REASON CEASES TO BE A MEMBER OF THE BOARD, SHALL THEREBY CEASE TO BE A MEMBER OF UWMV. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS SHALL CONSIST OF BETWEEN FIFTEEN (15) AND THIRTY-FIVE (35) DIRECTORS TO BE ELECTED BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE AND AUDIT COMMITTEE REVIEWS THE FORM 990 AND THEN PRESENTS TO THE BOARD OF DIRECTORS FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL STAFF, DIRECTORS, AND VOLUNTEERS ARE REQUIRED TO DISCLOSE ANY CONFLICT OF INTEREST BY SIGNING "CODE OF ETHICS" QUESTIONNAIRES. THE CHAIR OF THE AUDIT COMMITTEE THEN REVIEWS THE QUESTIONNAIRES FOR CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 A COMPETITIVE COMPENSATION STUDY IS CONDUCTED TRI-ANNUALLY AND OVERSEEN BY THE BOARD OF DIRECTORS. THE SALARY OF THE CEO/EXECUTIVE DIRECTOR IS SET IN ACCORDANCE WITH THIS STUDY AND AVAILABLE FUNDS. DIRECTOR SALARIES ARE SET BY THE CEO/EXECUTIVE DIRECTOR IN ACCORDANCE WITH THE TRI-ANNUAL SALARY STUDY, AVAILABLE FUNDS AND ARE APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 UWMV'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT UWMV'S OFFICES OR ON UWMV'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN AGENCY FUND INVESTMENT 205,075.