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Nonprofiteer
← UNITED WAY OF ULSTER COUNTY INC

Form 990 for tax year 2023

Filed by UNITED WAY OF ULSTER COUNTY INC.

Totals

Total revenue
$1,545,811
Total expenses
$1,511,217
Contributions and grants received
$1,400,017
Grants paid
$377,582
Program service revenue
$93,416
Investment income
$52,378
Other revenue
$0
Total assets, end of year
$1,566,162
Total liabilities, end of year
$487,748
Net assets or fund balances, end of year
$1,078,414
Program services expenses (Part IX)
$1,206,859
Management and general expenses
$83,900
Fundraising expenses
$220,718
Program service expenses (Part III)
$1,206,859

Program services were 79.9% 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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $1,400,017

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: Administrative Income

    total $10,407 · related or exempt $10,407 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: OET Income Net

    total $77,187 · related or exempt $77,187 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: UCCS Income Net

    total $5,822 · related or exempt $5,822 · unrelated business $0 · excluded $0

  • 2d · Program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 2e · Program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $52,378 · related or exempt $52,378 · unrelated business $0 · excluded $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $0 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 7a · Gross sales of assets other than inventory

    securities $0 · other assets $0

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

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 7d · Net gain or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0 · unrelated business $0 · excluded $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11a · Other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11b · Other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11c · Other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $377,582 · program services $377,582

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $61,154 · program services $13,760 · management and general $13,760 · fundraising $33,635

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $128,273 · program services $27,914 · management and general $27,914 · fundraising $72,444

  • 8 · Pension plan contributions

    total $9,609 · program services $2,162 · management and general $2,162 · fundraising $5,285

  • 9 · Other employee benefits

    total $34,528 · program services $7,548 · management and general $7,548 · fundraising $19,432

  • 10 · Payroll taxes

    total $22,037 · program services $4,848 · management and general $4,848 · fundraising $12,341

  • 11a · Fees: management

    total $13,404 · program services $3,016 · management and general $3,016 · fundraising $7,372

  • 11b · Fees: legal

    total $8,084 · program services $1,819 · management and general $1,819 · fundraising $4,446

  • 11c · Fees: accounting

    total $21,581 · program services $4,856 · management and general $4,856 · fundraising $11,869

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $6,242 · program services $1,404 · management and general $1,404 · fundraising $3,433

  • 12 · Advertising and promotion

    total $21,055 · program services $2,583 · management and general $2,583 · fundraising $15,889

  • 13 · Office expenses

    total $9,837 · program services $2,142 · management and general $2,142 · fundraising $5,553

  • 14 · Information technology

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $7,550 · program services $1,661 · management and general $1,661 · fundraising $4,228

  • 17 · Travel

    total $944 · program services $208 · management and general $208 · fundraising $528

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $3,682 · program services $810 · management and general $810 · fundraising $2,062

  • 20 · Interest

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $14,877 · program services $14,877 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $3,964 · program services $872 · management and general $872 · fundraising $2,220

  • 24a · Other expenses: Grant Expenses

    total $520,412 · program services $520,412 · management and general $0 · fundraising $0

  • 24b · Other expenses: Program - Raising HOPE

    total $171,533 · program services $171,533 · management and general $0 · fundraising $0

  • 24c · Other expenses: Uncollectable Pledges

    total $28,043 · program services $28,043 · management and general $0 · fundraising $0

  • 24d · Other expenses: Equipment Rental & Maintenance

    total $2,886 · program services $1,075 · management and general $1,075 · fundraising $737

  • 24e · All other expenses

    total $43,940 · program services $17,734 · management and general $7,222 · fundraising $19,244

  • 26 · Joint costs (an allocation of the lines above)

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $62,665 · end of year $62,839

  • 2 · Savings and temporary cash investments

    beginning of year $1,209,230 · end of year $1,190,631

  • 3 · Pledges and grants receivable

    beginning of year $125,319 · end of year $89,009

  • 4 · Accounts receivable

    beginning of year $16,015 · end of year $111,141

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $17,776 · end of year $1,527

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

    $392,080

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

    $281,065

  • 10c · Land, buildings and equipment, net

    beginning of year $125,892 · end of year $111,015

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $32,977 · end of year $12,309

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $506,418 · end of year $475,439

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $1,017,502 · end of year $1,078,414

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

To build a stronger healthier community by raising reources developing partnerships and distributing funds to make a measurable difference in peoples lives.

  • Community Partnerships United Way Emergency & Homelessness Prevention Fund VITA - Free Tax Preparation for Low Income Residents Raising HOPE Mentorship Program Day of Caring United Way Youth Council & Civic Engagement Programming

    Expenses $829,277

  • Allocations to member agencies

    Expenses $377,582 · Grants $377,582

As filed on the 2023 return.

Listed in Part VII

  • Stephanie Kearns

    President and CEO

    Total calculated
    $7,308
    From this org
    $7,308
    From related orgs
    $0
    Other
    $0
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $7,308
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $7,308

  • David Sterman

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Glynis Bunt

    Chair through 10-23

    Total calculated
    $0
    Hours/week
    1

  • Noah Kippley-Ogman

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Donna Banks

    Director through 10-23

    Total calculated
    $0
    Hours/week
    1

  • Sue Books

    Director through 10-23

    Total calculated
    $0
    Hours/week
    1

  • Roger Brunner

    Director starting 12-23

    Total calculated
    $0
    Hours/week
    1

  • Brittany Counts

    Director through 11-23

    Total calculated
    $0
    Hours/week
    1

  • Teri Cranston

    Director through 1-24

    Total calculated
    $0
    Hours/week
    1

  • Emily Glass DeGasperis

    Director starting 1-24

    Total calculated
    $0
    Hours/week
    1

  • Karen Hacker

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jamie Kesick

    Director through 9-23

    Total calculated
    $0
    Hours/week
    1

  • Anita Otey

    Director through 12-23

    Total calculated
    $0
    Hours/week
    1

  • Carol Ricken

    Director through 6-24

    Total calculated
    $0
    Hours/week
    1

  • Crystal Schacter

    Director through 7-23

    Total calculated
    $0
    Hours/week
    1

  • Tommy Struzzieri

    Director starting 6-23

    Total calculated
    $0
    Hours/week
    1

  • Nancy Sweeney

    Director

    Total calculated
    $0
    Hours/week
    1

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • Family of Woodstock

    $98,186

    General Support

  • Boys and Girls Club

    $58,000

    General Support

  • YWCA

    $28,000

    General Support

  • YMCA

    $27,255

    General Support

  • Gateway Hudson Valley

    $27,000

    General Support

  • Ulster Literacy Association

    $20,000

    General Support

  • Center for Creative Education

    $19,000

    General Support

  • Resource Center for Accessible Living

    $12,732

    General Support

  • Family Services

    $12,000

    General Support

  • Legal Services of the Hudson Valley

    $12,000

    General Support

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

Provenance

Return type
form_990
Tax year
2023
Filed
9 May 2025
IRS schema version
2023v6.0
Source object
202521299349304007

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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