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Nonprofiteer
← THE UNITED WAY OF NORTHERN NEW YORK INC

Form 990 for tax year 2023

Filed by THE UNITED WAY OF NORTHERN NEW YORK INC.

Totals

Total revenue
$708,891
Total expenses
$709,063
Contributions and grants received
$623,506
Grants paid
$278,303
Program service revenue
$5,967
Investment income
$55,199
Other revenue
$24,219
Total assets, end of year
$2,275,933
Total liabilities, end of year
$511,463
Net assets or fund balances, end of year
$1,764,470
Program services expenses (Part IX)
$536,095
Management and general expenses
$73,439
Fundraising expenses
$99,529
Program service expenses (Part III)
$536,095

Program services were 75.6% 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

    $33,815

  • 1c · Fundraising events

    $9,971

  • 1e · Government grants (contributions)

    $39,659

  • 1f · All other contributions, gifts and grants

    $540,061

  • 1g · Noncash contributions included above

    $9,971

  • 2a · Program service revenue: CAMPAIGN FEES

    total $5,967 · related or exempt $5,967

  • 3 · Investment income

    total $35,567 · excluded $35,567

  • 7a · Gross sales of assets other than inventory

    securities $250,547

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

    securities $221,236 · other assets $9,679

  • 7c · Gain or loss

    securities $29,311 · other assets -$9,679

  • 7d · Net gain or loss

    total $19,632 · related or exempt -$9,679 · excluded $29,311

  • 8a · Fundraising events: gross income

    $33,714

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

    $9,971

  • 8b · Fundraising events: direct expenses

    $14,700

  • 8c · Net income from fundraising events

    total $19,014 · excluded $19,014

  • 11a · Other revenue: OTHER INCOME

    total $4,485 · related or exempt $4,485

  • 11b · Other revenue: WORKSHOP INCOME

    total $720 · related or exempt $720

  • 11e · Other revenue, total

    $5,205

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $264,613 · program services $264,613

  • 2 · Grants to domestic individuals

    total $13,690 · program services $13,690

  • 5 · Compensation of officers, directors and key employees

    total $133,890 · program services $84,351 · management and general $22,761 · fundraising $26,778

  • 7 · Other salaries and wages

    total $106,034 · program services $66,801 · management and general $18,026 · fundraising $21,207

  • 8 · Pension plan contributions

    total $10,136 · program services $6,386 · management and general $1,723 · fundraising $2,027

  • 9 · Other employee benefits

    total $44,399 · program services $27,971 · management and general $7,548 · fundraising $8,880

  • 10 · Payroll taxes

    total $19,805 · program services $12,477 · management and general $3,367 · fundraising $3,961

  • 11c · Fees: accounting

    total $11,275 · program services $5,637 · management and general $2,030 · fundraising $3,608

  • 11g · Fees: other

    total $9,610 · program services $4,806 · management and general $1,729 · fundraising $3,075

  • 12 · Advertising and promotion

    total $8,868 · program services $4,434 · management and general $1,596 · fundraising $2,838

  • 13 · Office expenses

    total $15,514 · program services $7,757 · management and general $2,793 · fundraising $4,964

  • 16 · Occupancy

    total $8,187 · program services $4,093 · management and general $1,474 · fundraising $2,620

  • 17 · Travel

    total $1,324 · program services $662 · management and general $238 · fundraising $424

  • 19 · Conferences, conventions and meetings

    total $1,880 · management and general $1,880

  • 22 · Depreciation, depletion and amortization

    total $19,450 · program services $9,725 · management and general $3,501 · fundraising $6,224

  • 23 · Insurance

    total $9,150 · program services $4,575 · management and general $1,647 · fundraising $2,928

  • 24a · Other expenses: DUES

    total $10,250 · program services $10,250

  • 24b · Other expenses: MISCELLANEOUS EXPENSE

    total $9,270 · program services $2,781 · management and general $2,410 · fundraising $4,079

  • 24c · Other expenses: CAMPAIGN EXPENSE

    total $4,643 · fundraising $4,643

  • 24d · Other expenses: PROGRAM EXPENSE

    total $3,097 · program services $3,097

  • 24e · All other expenses

    total $3,978 · program services $1,989 · management and general $716 · fundraising $1,273

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $243,058 · end of year $134,961

  • 2 · Savings and temporary cash investments

    beginning of year $197,278 · end of year $170,694

  • 3 · Pledges and grants receivable

    beginning of year $210,336 · end of year $193,138

  • 4 · Accounts receivable

    beginning of year $23,956 · end of year $24,006

  • 9 · Prepaid expenses and deferred charges

    beginning of year $9,689 · end of year $2,198

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

    $85,826

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

    $31,622

  • 10c · Land, buildings and equipment, net

    beginning of year $34,607 · end of year $54,204

  • 11 · Investments: publicly traded securities

    beginning of year $1,318,161 · end of year $1,372,019

  • 12 · Investments: other securities

    beginning of year $289,842 · end of year $321,125

  • 15 · Other assets

    beginning of year $3,661 · end of year $3,588

  • 17 · Accounts payable and accrued expenses

    beginning of year $36,034 · end of year $27,290

  • 18 · Grants payable

    beginning of year $315,100 · end of year $221,612

  • 19 · Deferred revenue

    beginning of year $59,885 · end of year $47,986

  • 25 · Other liabilities

    beginning of year $195,509 · end of year $214,575

  • 27 · Net assets without donor restrictions

    beginning of year $1,264,325 · end of year $1,361,836

  • 28 · Net assets with donor restrictions

    beginning of year $459,735 · end of year $402,634

Mission and programs · 2023

Mission

THE UNITED WAY OF NORTHERN NEW YORK MEASURABLY IMPROVES THE LIVES OF ALL RESIDENTS IN JEFFERSON, LEWIS AND ST. LAWRENCE COUNTIES THROUGH LEADERSHIP, TRAINING AND FUNDING.

  • COMMUNITY BUILDING THROUGH DONATIONS RECEIVED, THE ORGANIZATION WAS ABLE TO DISTRIBUTE GRANTS TO LOCAL 501(C)(3) ORGANIZATIONS WHICH ENABLED THE RECIPIENT ORGANIZATIONS TO BETTER FULFULL THEIR OWN MISSIONS.

    Expenses $536,095 · Grants $278,303 · Revenue $5,967

As filed on the 2023 return.

Listed in Part VII

  • Kristen Aucter

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • Bridget Davis

    VICE CHAIRPE

    Total calculated
    $0
    Hours/week
    1

  • Robert Saidel

    VICE CHAIRPE

    Total calculated
    $0
    Hours/week
    1

  • Michelle Patenaude

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Kristen Roberts

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Natalie Burnham

    IMMEDIATE PA

    Total calculated
    $0
    Hours/week
    1

  • Daniel Menapace

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jan Mosher

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Coree Aten

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Linda O'Conner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Heather Gallagher

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Pat Fontana

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Heather Wenzel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kati Jock

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Pamela Hebert

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dawn Cole

    EXECUTIVE DI

    Total calculated
    $96,103
    From this org
    $78,735
    From related orgs
    $0
    Other
    $17,368
    Hours/week
    40

  • Clement Wong

    FINANCE DIRE

    Total calculated
    $70,768
    From this org
    $55,155
    From related orgs
    $0
    Other
    $15,613
    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

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

Provenance

Return type
form_990
Tax year
2023
Filed
15 June 2024
IRS schema version
2023v5.0
Source object
202441739349300144

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

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