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Nonprofiteer
← UNITED WAY OF THE UPPER OHIO VALLEY INC

Form 990 for tax year 2022

Filed by UNITED WAY OF THE UPPER OHIO VALLEY INC.

Totals

Total revenue
$922,404
Total expenses
$954,014
Contributions and grants received
$921,254
Grants paid
$508,500
Program service revenue
$884
Investment income
$50,839
Other revenue
-$50,573
Total assets, end of year
$3,721,922
Total liabilities, end of year
$141,319
Net assets or fund balances, end of year
$3,580,603
Program services expenses (Part IX)
$709,526
Management and general expenses
$111,697
Fundraising expenses
$132,791
Program service expenses (Part III)
$709,526

Program services were 74.4% 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

    $607,208

  • 1c · Fundraising events

    $57,173

  • 1f · All other contributions, gifts and grants

    $256,873

  • 1g · Noncash contributions included above

    $31,838

  • 2a · Program service revenue: HANDLING FEES

    total $884 · related or exempt $884

  • 3 · Investment income

    total $74,251 · excluded $74,251

  • 7a · Gross sales of assets other than inventory

    securities $48,515

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

    securities $71,927

  • 7c · Gain or loss

    securities -$23,412

  • 7d · Net gain or loss

    total -$23,412 · excluded -$23,412

  • 8a · Fundraising events: gross income

    $14,140

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

    $57,173

  • 8b · Fundraising events: direct expenses

    $67,200

  • 8c · Net income from fundraising events

    total -$53,060 · excluded -$53,060

  • 9a · Gaming: gross income

    $8,525

  • 9b · Gaming: direct expenses

    $6,038

  • 9c · Net income from gaming

    total $2,487 · excluded $2,487

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $475,594 · program services $475,594

  • 2 · Grants to domestic individuals

    total $32,906 · program services $32,906

  • 5 · Compensation of officers, directors and key employees

    total $99,560 · program services $31,695 · management and general $18,588 · fundraising $49,277

  • 7 · Other salaries and wages

    total $114,211 · program services $44,572 · management and general $41,742 · fundraising $27,897

  • 8 · Pension plan contributions

    total $6,385 · program services $2,362 · management and general $1,852 · fundraising $2,171

  • 9 · Other employee benefits

    total $3,795 · program services $1,404 · management and general $1,101 · fundraising $1,290

  • 10 · Payroll taxes

    total $15,293 · program services $5,658 · management and general $4,435 · fundraising $5,200

  • 11c · Fees: accounting

    total $27,749 · program services $10,267 · management and general $8,047 · fundraising $9,435

  • 11f · Fees: investment management

    total $30,347 · program services $16,273 · management and general $14,074

  • 11g · Fees: other

    total $78,942 · program services $69,978 · management and general $4,234 · fundraising $4,730

  • 12 · Advertising and promotion

    total $189 · program services $70 · management and general $55 · fundraising $64

  • 13 · Office expenses

    total $7,543 · program services $2,736 · management and general $2,235 · fundraising $2,572

  • 16 · Occupancy

    total $9,624 · program services $3,561 · management and general $2,791 · fundraising $3,272

  • 17 · Travel

    total $7,384 · program services $2,320 · management and general $1,582 · fundraising $3,482

  • 19 · Conferences, conventions and meetings

    total $165 · program services $61 · management and general $48 · fundraising $56

  • 21 · Payments to affiliates

    total $7,752 · program services $2,868 · management and general $2,248 · fundraising $2,636

  • 22 · Depreciation, depletion and amortization

    total $1,368 · program services $506 · management and general $397 · fundraising $465

  • 23 · Insurance

    total $3,103 · program services $1,148 · management and general $900 · fundraising $1,055

  • 24a · Other expenses: CAMPAIGN SUPPLIES & AWA

    total $12,573 · program services $1,605 · fundraising $10,968

  • 24b · Other expenses: MISCELLANEOUS

    total $9,086 · program services $2,392 · management and general $6,153 · fundraising $541

  • 24c · Other expenses: DONOR DEVELOPMENT

    total $5,868 · fundraising $5,868

  • 24d · Other expenses: WEBSITE EXPENSE

    total $3,801 · program services $1,263 · management and general $990 · fundraising $1,548

  • 24e · All other expenses

    total $776 · program services $287 · management and general $225 · fundraising $264

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $201,098 · end of year $163,904

  • 2 · Savings and temporary cash investments

    beginning of year $105,897 · end of year $106,019

  • 3 · Pledges and grants receivable

    beginning of year $166,348 · end of year $110,416

  • 4 · Accounts receivable

    beginning of year $24,392 · end of year $2,951

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,461 · end of year $5,475

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

    $39,863

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

    $28,378

  • 10c · Land, buildings and equipment, net

    beginning of year $2,082 · end of year $11,485

  • 11 · Investments: publicly traded securities

    beginning of year $2,706,630 · end of year $3,297,760

  • 15 · Other assets

    beginning of year $0 · end of year $23,912

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,456 · end of year $22,203

  • 25 · Other liabilities

    beginning of year $80,773 · end of year $119,116

  • 27 · Net assets without donor restrictions

    beginning of year $2,872,718 · end of year $3,093,058

  • 28 · Net assets with donor restrictions

    beginning of year $248,961 · end of year $487,545

Mission and programs · 2022

Mission

WE ARE UNITED IN IMPROVING HEALTH, EDUCATION AND FINANCIAL STABILITY AS A WAY TO STRENGTHEN THE UPPER OHIO VALLEY.

  • DISASTER/EMERGENCY ASSISTANCE - ALLOCATIONS TO AGENCIES PROVIDING DISASTER & EMERGENCY SERVICES TO INDIGENTS AND DIRECT ASSISTANCE TO INDIGENTS FOR SHELTER, FOOD, & MEDICAL: SERVING 9,070 PERSONS.

    Expenses $85,345 · Grants $57,207

  • BASIC SUBSISTENCE- FOOD/HEALTH - ALLOCATIONS TO AGENCIES PROVIDING COUNSELING, MEDICAL & MENTAL HEALTH SERVICES: SERVING 112,272 PERSONS.

    Expenses $270,059 · Grants $181,020

  • CRISIS INTERVENTION/EDUCATION/REHABILITATION - ALLOCATIONS TO AGENCIES PROVIDING REHABILITATION SERVICES TO FAMILIES, SENIOR CITIZENS AND DISABLED PERSONS: SERVING 34,575 PERSONS.

    Expenses $312,039 · Grants $242,065

  • YOUTH/RECREATION - ALLOCATIONS TO AGENCIES PROVIDING COUNSELING & RECREATIONAL ACTIVITIES & OPPORTUNITIES TO YOUTH: SERVING 6,725 PERSONS.

    Expenses $42,083 · Grants $28,208

  • HANDLING FEES AND GRANTWRITER AGREEMENT FEES

    Revenue $884

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

Listed in Part VII

  • DAWN ZENNER-GAUDI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • WALKER HOLLOWAY

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • JEFF FLEAHMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • WILLIAM WAGNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • JACOB KEENEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • TODD COVER

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • JOSH CONTRAGUERRO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • JOSEPH LOVELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • VALERIE PIKO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • CRAIG BOMMER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • ALISHIAH HARDWAY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • KEVIN HELLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • ANTHONY MARTINELLI

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • RYAN ROTILIO

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • TINA RUSH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • DANIEL YOUNG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • SHARON CAMPBELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • JEFF EMERICK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • ANTIONETTE GEYER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • RHONDA HALEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • EMILY SHORTALL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • CHRISTINA TEREK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • BEN KITTKA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • STACI STEPHEN

    EXECUTIVE DIRECTOR

    Total calculated
    $7,839
    From this org
    $0
    From related orgs
    $0
    Other
    $7,839
    Hours/week
    40

  • JESSICA RINE

    FORMER EXEC DIRECTOR

    Total calculated
    $80,903
    From this org
    $63,185
    From related orgs
    $0
    Other
    $17,718
    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
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202421359349310187

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

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