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Nonprofiteer
← UNITED WAY OF THE VALLEY & GREATER UTICA AREA INC

Form 990 for tax year 2023

Filed by UNITED WAY OF THE VALLEY & GREATER UTICA AREA INC.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 17 November 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$1,623,048 changed to $1,743,743
Total expenses
$2,228,052 changed to $2,241,719
Contributions and grants received
$1,588,387 changed to $1,659,080
Program service revenue
$0 changed to $50,000
Other revenue
$70,145 changed to $70,147
Total assets, end of year
$2,290,346 changed to $2,452,215
Total liabilities, end of year
$536,228 changed to $597,940
Net assets or fund balances, end of year
$1,754,118 changed to $1,854,275
Program services expenses
$1,764,773 changed to $1,785,308
Management and general expenses
$270,110 changed to $272,690
Fundraising expenses
$193,169 changed to $183,721
Program service expenses (Part III)
$1,764,773 changed to $1,785,308

Listed only on the earlier return

  • JENNIFER ADJODHA-EVANS
  • MARK S LEWANDROWSKI
  • PATRICK HARRINGTON

Listed only on the later return

  • EDWARD M BARONE III
  • FRANK DILORENZO
  • JENNIFER AJODHA-EVANS
  • MARC BUTLER
  • MARK LEWANDROWSKI
  • PAT HARRINGTON

Listed under a different title

  • DALE SEATON: ENGAGEMENT CHAIR then COMMUNITY ENGAGEMENT CHAIR
  • HILARIE LYNN: DEVELOPMENT CHAIR then DIRECTOR
  • MATTHEW CARACAS: CEO/EXECUTIVE DIRECTOR - LEFT 10/2024 then CEO/EXECUTIVE DIRECTOR, SECRETARY - LEFT 10/2024
  • MELISSA MANN: VICE PRESIDENT then FIRST VICE PRESIDENT, RESOURCE DEVELOPMENT CHAIR
  • SUSAN LITERA: CEO/EXECUTIVE DIRECTOR/SECRETARY then CEO/EXECUTIVE DIRECTOR, SECRETARY
  • TIFFANY SESTIR: VICE PRESIDENT then DIRECTOR
  • WILLIAM F PERROTTI: DIRECTOR then PAST PRESIDENT

Totals

Total revenue
$1,623,048
Total expenses
$2,228,052
Contributions and grants received
$1,588,387
Grants paid
$824,633
Program service revenue
$0
Investment income
-$35,484
Other revenue
$70,145
Total assets, end of year
$2,290,346
Total liabilities, end of year
$536,228
Net assets or fund balances, end of year
$1,754,118
Program services expenses (Part IX)
$1,764,773
Management and general expenses
$270,110
Fundraising expenses
$193,169
Program service expenses (Part III)
$1,764,773

Program services were 79.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $547,654

  • 1f · All other contributions, gifts and grants

    $1,040,733

  • 3 · Investment income

    total $3,863 · excluded $3,863

  • 6a · Gross rents

    real property $1,250

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $1,250

  • 6d · Net rental income or loss

    total $1,250 · excluded $1,250

  • 7b · Less cost or other basis and sales expenses

    securities $39,347

  • 7c · Gain or loss

    securities -$39,347

  • 7d · Net gain or loss

    total -$39,347 · excluded -$39,347

  • 11a · Other revenue: MISC

    total $58,442 · related or exempt $58,442

  • 11b · Other revenue: MANAGEMENT FEES

    total $10,453 · excluded $10,453

  • 11e · Other revenue, total

    $68,895

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $824,633 · program services $824,633

  • 5 · Compensation of officers, directors and key employees

    total $177,322 · program services $64,011 · management and general $82,604 · fundraising $30,707

  • 7 · Other salaries and wages

    total $541,843 · program services $418,239 · management and general $54,274 · fundraising $69,330

  • 8 · Pension plan contributions

    total $12,901 · program services $9,862 · management and general $1,401 · fundraising $1,638

  • 9 · Other employee benefits

    total $54,946 · program services $36,936 · management and general $10,379 · fundraising $7,631

  • 10 · Payroll taxes

    total $50,920 · program services $34,230 · management and general $9,618 · fundraising $7,072

  • 11b · Fees: legal

    total $6,203 · management and general $6,203

  • 11c · Fees: accounting

    total $23,150 · management and general $23,150

  • 11g · Fees: other

    total $183,026 · program services $171,035 · management and general $11,991

  • 13 · Office expenses

    total $75,970 · program services $26,845 · management and general $25,865 · fundraising $23,260

  • 14 · Information technology

    total $17,795 · program services $4,988 · management and general $1,511 · fundraising $11,296

  • 16 · Occupancy

    total $91,840 · program services $59,696 · management and general $13,776 · fundraising $18,368

  • 17 · Travel

    total $2,006 · program services $1,003 · fundraising $1,003

  • 19 · Conferences, conventions and meetings

    total $3,266 · program services $1,633 · fundraising $1,633

  • 23 · Insurance

    total $12,627 · management and general $12,627

  • 24a · Other expenses: BAD DEBT

    total $89,597 · program services $89,597

  • 24b · Other expenses: MEMBERSHIP DUES & SUBSC

    total $31,681 · program services $4,473 · management and general $12,579 · fundraising $14,629

  • 24c · Other expenses: CAMPAIGN SUPPLIES

    total $15,605 · program services $10,230 · fundraising $5,375

  • 24d · Other expenses: MISCELLANEOUS

    total $12,401 · program services $7,362 · management and general $3,812 · fundraising $1,227

  • 24e · All other expenses

    total $320 · management and general $320

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $231,402 · end of year $205,912

  • 2 · Savings and temporary cash investments

    beginning of year $263,889 · end of year $33,617

  • 3 · Pledges and grants receivable

    beginning of year $749,437 · end of year $444,959

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,066 · end of year $11,060

  • 10a · Land, buildings and equipment: cost or other basis

    $7,999

  • 10b · Land, buildings and equipment: accumulated depreciation

    $7,999

  • 10c · Land, buildings and equipment, net

    beginning of year $37,932 · end of year $0

  • 15 · Other assets

    beginning of year $1,549,359 · end of year $1,594,798

  • 17 · Accounts payable and accrued expenses

    beginning of year $234,020 · end of year $197,181

  • 19 · Deferred revenue

    beginning of year $2,938 · end of year $45,785

  • 21 · Escrow or custodial account liability

    beginning of year $55,738 · end of year $56,451

  • 25 · Other liabilities

    beginning of year $324,672 · end of year $236,811

  • 27 · Net assets without donor restrictions

    beginning of year $1,486,880 · end of year $944,458

  • 28 · Net assets with donor restrictions

    beginning of year $739,837 · end of year $809,660

Mission and programs · 2023

Mission

TO CREATE A THRIVING COMMUNITY BY CONNECTING PEOPLE, RESOURCES, AND SOLUTIONS THROUGHOUT THE MOHAWK VALLEY.

Activities or mission (Part I)

PROMOTE INDIVIDUAL WELL BEING, STRENGTHEN FAMILIES, AND IMPROVE QUALITY OF LIFE IN OUR COMMUNITY.

  • THE MISSION OF UWMV IS TO MOBILIZE THE CARING POWER OF THE MOHAWK VALLEY COMMUNITY. 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. THE UWMV FUNDED 27 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.

    Expenses $1,764,773 · Grants $824,633 · Revenue $58,442

As filed on the 2023 return.

Listed in Part VII

  • WILLIAM F PERROTTI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MELISSA MANN

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • HANKA GRABOVICA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ERIN M BUSHINGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MATTHEW A NICHOLL

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • NORMA CHRISMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRUCE HAIRSTON

    STRATEGIC IMPACT CHAIR

    Total calculated
    $0
    Hours/week
    1

  • PATRICK HARRINGTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARK S LEWANDROWSKI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TIFFANY SESTIR

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • KIMBERLY B VANDUREN

    GOVERNANCE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • SABRINA FRYMAN

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER ADJODHA-EVANS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROSS BERNTSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN ECKMAIR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PHYLLIS BRELAND

    ADVOCACY CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MILLIE OCCHIONERO

    MARKETING & COMMUNICATION CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DALE SEATON

    ENGAGEMENT CHAIR

    Total calculated
    $0
    Hours/week
    1

  • TYLER BRENNAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HILARIE LYNN

    DEVELOPMENT CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DENISE CAVANAUGH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAIME BONFARDICE

    CHIEF FINANCIAL OFFICER - LEFT 2/2024

    Total calculated
    $85,783
    From this org
    $81,778
    From related orgs
    $0
    Other
    $4,005
    Hours/week
    40

  • MATTHEW CARACAS

    CEO/EXECUTIVE DIRECTOR - LEFT 10/2024

    Total calculated
    $65,250
    From this org
    $65,077
    From related orgs
    $0
    Other
    $173
    Hours/week
    40

  • SUSAN LITERA

    CEO/EXECUTIVE DIRECTOR/SECRETARY

    Total calculated
    $4,615
    From this org
    $4,615
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • ANDREW CHANEY

    CHIEF FINANCIAL OFFICER

    Total calculated
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

  • JCTOD OUTREACH INC

    $79,918

    FUNDED PARTNER

  • THEA BOWMAN HOUSE

    $48,742

    FUNDED PARTNER

  • CATHOLIC CHARITIES OF HERKIMER COUNTY

    $38,863

    FUNDED PARTNER

  • CNY LABOR

    $30,000

    FUNDED PARTNER

  • REBUILDING THE VILLAGE INC

    $28,526

    FUNDED PARTNER

  • ELDERLIFE INC DBA PARKWAY CENTER

    $20,403

    FUNDED PARTNER

  • UNITED WAY SUNCOAST

    $20,000

    FUNDED PARTNER

  • MUNICIPAL HOUSING AUTHOIRTY OF THE CITY OF UTICA NY

    $19,184

    FUNDED PARTNER

  • MIDTOWN UTICA COMMUNITY CENTER

    $17,395

    FUNDED PARTNER

  • MOWHAWK VALLEY RESOURCE CENTER FOR REFUGEES

    $17,289

    FUNDED PARTNER

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202541359349313269

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