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Nonprofiteer
← TRI-COUNTY UNITED WAY INC

Form 990 for tax year 2022

Filed by TRI-COUNTY UNITED WAY INC.

Totals

Total revenue
$679,382
Total expenses
$739,467
Contributions and grants received
$647,240
Grants paid
$307,464
Program service revenue
$0
Investment income
$29,608
Other revenue
$2,534
Total assets, end of year
$1,383,489
Total liabilities, end of year
$395,151
Net assets or fund balances, end of year
$988,338
Program services expenses (Part IX)
$558,544
Management and general expenses
$147,348
Fundraising expenses
$33,575
Program service expenses (Part III)
$558,544

Program services were 75.5% 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)

    $131,657

  • 1f · All other contributions, gifts and grants

    $515,583

  • 1g · Noncash contributions included above

    $5,057

  • 3 · Investment income

    total $26,741 · excluded $26,741

  • 7a · Gross sales of assets other than inventory

    securities $135,749

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

    securities $132,882

  • 7c · Gain or loss

    securities $2,867

  • 7d · Net gain or loss

    total $2,867 · excluded $2,867

  • 11a · Other revenue: MISCELLANEOUS

    total $2,534 · excluded $2,534

  • 11e · Other revenue, total

    $2,534

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $305,464 · program services $305,464

  • 2 · Grants to domestic individuals

    total $2,000 · program services $2,000

  • 7 · Other salaries and wages

    total $201,150 · program services $134,298 · management and general $66,852

  • 8 · Pension plan contributions

    total $5,341 · program services $3,434 · management and general $1,907

  • 9 · Other employee benefits

    total $15,352 · program services $5,310 · management and general $10,042

  • 10 · Payroll taxes

    total $19,152 · program services $13,166 · management and general $5,986

  • 11g · Fees: other

    total $11,465 · program services $1,421 · management and general $10,044

  • 12 · Advertising and promotion

    total $39,094 · program services $10,465 · management and general $1,167 · fundraising $27,462

  • 13 · Office expenses

    total $8,434 · program services $8,387 · fundraising $47

  • 16 · Occupancy

    total $16,085 · program services $5,543 · management and general $7,591 · fundraising $2,951

  • 17 · Travel

    total $12,867 · program services $12,569 · management and general $298

  • 19 · Conferences, conventions and meetings

    total $855 · program services $541 · management and general $314

  • 20 · Interest

    total $624 · management and general $624

  • 21 · Payments to affiliates

    total $3,831 · program services $175 · management and general $3,656

  • 22 · Depreciation, depletion and amortization

    total $3,473 · program services $2,248 · management and general $1,225

  • 23 · Insurance

    total $3,586 · program services $1,826 · management and general $1,584 · fundraising $176

  • 24a · Other expenses: BAD DEBT EXPENSE

    total $23,836 · program services $0 · management and general $23,836

  • 24b · Other expenses: COMPUTER AND SOFTWARE

    total $19,324 · program services $13,014 · management and general $6,310

  • 24c · Other expenses: CONTRACTUAL FEES

    total $12,633 · program services $12,633

  • 24d · Other expenses: BANK CHARGES

    total $10,331 · program services $9,829 · management and general $502

  • 24e · All other expenses

    total $24,570 · program services $16,221 · management and general $5,410 · fundraising $2,939

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $75 · end of year $1

  • 2 · Savings and temporary cash investments

    beginning of year $149,723 · end of year $183,191

  • 3 · Pledges and grants receivable

    beginning of year $215,663 · end of year $212,666

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,872 · end of year $7,616

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

    $66,586

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

    $62,037

  • 10c · Land, buildings and equipment, net

    beginning of year $8,022 · end of year $4,549

  • 11 · Investments: publicly traded securities

    beginning of year $878,419 · end of year $975,466

  • 17 · Accounts payable and accrued expenses

    beginning of year $21,469 · end of year $18,885

  • 18 · Grants payable

    beginning of year $243,786 · end of year $281,572

  • 19 · Deferred revenue

    beginning of year $11,143 · end of year $94,694

  • 27 · Net assets without donor restrictions

    beginning of year $972,264 · end of year $980,648

  • 28 · Net assets with donor restrictions

    beginning of year $6,112 · end of year $7,690

Mission and programs · 2022

Mission

TO PROMOTE VOLUNTEERISM WITHIN THE COMMUNITY AND MAINTAIN AN OFFICE TO MATCH VOLUTEERS WITH ORGANIZATIONS IN NEED OF ASSISTANCEE. TO PROVIDE TAX PREPARATION AND FILING ASSISTANCE TO LOW TO MODERATE INCOME INDIVIDUALS AND FAMILIES DURING THE FIRST QUARTER OF THE CALENDAR YEAR. PARTNERED WITH THE IRS TO OPERATE VOLUTEER INCOME TAX ASSISTANCE (VITA) SITE IN QUEENSBURY NY, BACK PACK PROGRAM TO PROVIDE WEEKEND MEALS TO AREA CHILDREN AND SCHOLARSHIPS TO AREA HIGH SCHOOL GRADUATES.

Activities or mission (Part I)

TRI COUNTY UNITED WAY IS AN ORGANIZATION DEDICATED TO HELPING PEOPLE. WE WORK TO IMPROVE LIVES AND MAKE A POSITIVE IMPACT IN OUR COMMUNITIES BY RAISING RESOURCES, BOTH MONETARY AND VOLUNTEER. WE STRIVE TO DO THIS THROUGH COLLABORATION WITH OTHERS ENCOURAGING VOLUNTEERISM AND RESOLVING COMMUNITY PROBLEMS THROUGH IDENTIFIYING AND COMMUNICATING OUR COMMUNITY'S PRIORITY ISSUES.

  • COMMUNITY SERVICES:SPONSORS EDUCATION, RECREATION, SOCIAL AND SPIRITUAL PROGRAMS TO ALL INDIVIDUALS AND FAMILIES WITHING THE RI COUNTY AREA. NOT FOR PROFIT AGENCIES SERVED INCLUDE ADIRONDACK SAMARITAN COUNSELING CENTER, ADIRONDACK VETS HOUSE, CARITAS, INC., FAMILY SERVICE ASSOCIATION, GREATER ADIRONDACK HOME AIDES, GREATER GLENS FALLS SENIOR CITIZENS CENTER, MOREAU COMMUNITY CENTER, SALVATION ARMY AND THE SENIOR CENTER OF THE KINGSBURY FORT EDWARD AREA, INC. SEE SCHEDULE I OR MORE DETAILS REGARDING AGENCIES SERVED.

    Expenses $405,518 · Grants $252,218

  • SPECIAL EDUCATION AND RESEARCH: PROVIDES SPECIAL EDUCATIONAL AND RESEARCH TO AID PROFESSIONALS AND THE PUBLIC, IMPROVE ATTITUDES AND SERVICES OF ITS PARTICIPANTS. NOT FOR PROFIT AGENCIES SERVED INCLUDE CATHOLIC CHARITIES OF SARATOGA, WARREN AND WASHINGTON COUNTIES, THE AIDS COUNCIL OF NENY, GLENS FALLS ASSOCIATION FOR THE BLIND, RETIRED AND SENIOR VOLUNTEER PROGRAM, AND LITERACY NENY. SEE SCHEDULE I FOR MORE DETAILS REGARDING THESE AGENCIES SERVED.

    Expenses $68,410 · Grants $38,027

  • TO PROMOTE VOLUNTEERISM WITHIN THE COMMUNITY AND MAINTAIN AN OFFICE TO MATCH VOLUNTEERS WITH ORGANIZATIONS IN NEED OF ASSISTANCE. TO PROVIDE TAX PREPARATION AND FILING ASSISTANCE TO LOW TO MODERATE INCOME INDIVIDUALS AND FAMILIES DURING THE FIRST QUARTER OF THE CALENDAR YEAR. PARTNERED WITH THE IRS TO OPERATE A VOLUNTEER INCOME TAX ASSISTANCE (VI A) SITE IN QUEENSBURY, NY, BACK PACK PROGRAM TO PROVIDE WEEKEND MEALS TO AREA CHILDREN AND SCHOLARSHIPS TO AREA HIGH SCHOOL GRADUATES.

    Expenses $84,616 · Grants $17,219

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Liza Ochsendorf

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    3

  • Lottie Jameson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brian Corcoran

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Rebecca Wood

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    3

  • Peter L Aust

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Hall

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Courtney Haskins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Jacobs

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kristine Orr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tricia Rogers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kristin Chlopecki

    EXECUTIVE DIRECTOR

    Total calculated
    $74,688
    From this org
    $62,951
    From related orgs
    $0
    Other
    $11,737
    Hours/week
    40

  • Kara Lais

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Zack Moore

    PAST CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • Matthew Connell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mickey Orta

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Morgan Snyder

    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.

Grants on this return

Provenance

Return type
form_990
Tax year
2022
Filed
24 April 2024
IRS schema version
2022v5.0
Source object
202421309349301232

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