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Nonprofiteer
← UNITED WAY OF ERIE COUNTY

Form 990 for tax year 2022

Filed by UNITED WAY OF ERIE COUNTY.

Totals

Total revenue
$6,093,880
Total expenses
$5,378,722
Contributions and grants received
$4,491,728
Grants paid
$1,152,103
Program service revenue
$819,438
Investment income
$751,990
Other revenue
$30,724
Total assets, end of year
$29,437,984
Total liabilities, end of year
$807,601
Net assets or fund balances, end of year
$28,630,383
Program services expenses (Part IX)
$4,009,140
Management and general expenses
$928,349
Fundraising expenses
$441,233
Program service expenses (Part III)
$4,009,140

Program services were 74.5% 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.

  • 1c · Fundraising events

    $1,500

  • 1e · Government grants (contributions)

    $152,194

  • 1f · All other contributions, gifts and grants

    $4,338,034

  • 1g · Noncash contributions included above

    $96,962

  • 2a · Program service revenue: Community School Admin

    total $819,438 · related or exempt $819,438

  • 3 · Investment income

    total $239,230 · excluded $239,230

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

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $512,760

  • 7c · Gain or loss

    securities $512,760

  • 7d · Net gain or loss

    total $512,760 · related or exempt $512,760

  • 8a · Fundraising events: gross income

    $32,060

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

    $1,500

  • 8b · Fundraising events: direct expenses

    $9,087

  • 8c · Net income from fundraising events

    total $22,973 · excluded $22,973

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: Miscellaneous

    total $5,012 · related or exempt $5,012

  • 11b · Other revenue: Service Fees

    total $2,739 · related or exempt $2,739

  • 11e · Other revenue, total

    $7,751

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,152,103 · program services $1,152,103

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $362,549 · program services $162,411 · management and general $144,524 · fundraising $55,614

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $1,808,214 · program services $1,416,857 · management and general $236,474 · fundraising $154,883

  • 8 · Pension plan contributions

    total $120,918 · program services $84,643 · management and general $18,138 · fundraising $18,137

  • 9 · Other employee benefits

    total $185,606 · program services $135,627 · management and general $38,292 · fundraising $11,687

  • 10 · Payroll taxes

    total $175,035 · program services $126,763 · management and general $31,000 · fundraising $17,272

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $14,250 · management and general $14,250

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $177,552 · management and general $177,552

  • 11g · Fees: other

    total $521,411 · program services $359,138 · management and general $78,884 · fundraising $83,389

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $310,492 · program services $182,029 · management and general $84,473 · fundraising $43,990

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $37,743 · program services $21,477 · management and general $11,743 · fundraising $4,523

  • 17 · Travel

    total $16,233 · program services $15,350 · management and general $153 · fundraising $730

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $93,236 · program services $35,929 · management and general $31,715 · fundraising $25,592

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $49,142 · program services $35,462 · management and general $9,886 · fundraising $3,794

  • 22 · Depreciation, depletion and amortization

    total $92,954 · program services $52,894 · management and general $28,921 · fundraising $11,139

  • 23 · Insurance

    total $10,364 · management and general $10,364

  • 24a · Other expenses: IL Book Purchases

    total $223,022 · program services $223,022

  • 24b · Other expenses: Miscellaneous

    total $23,199 · program services $5,415 · management and general $9,505 · fundraising $8,279

  • 24c · Other expenses: Membership Dues

    total $4,699 · program services $20 · management and general $2,475 · fundraising $2,204

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $250 · end of year $250

  • 2 · Savings and temporary cash investments

    beginning of year $3,473,445 · end of year $4,249,324

  • 3 · Pledges and grants receivable

    beginning of year $3,140,727 · end of year $2,421,469

  • 4 · Accounts receivable

    beginning of year $283,634 · end of year $714,474

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $39,410 · end of year $42,508

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

    $1,302,573

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

    $348,803

  • 10c · Land, buildings and equipment, net

    beginning of year $1,046,723 · end of year $953,770

  • 11 · Investments: publicly traded securities

    beginning of year $80,049 · end of year $92,642

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $20,126,015 · end of year $20,963,547

  • 17 · Accounts payable and accrued expenses

    beginning of year $279,635 · end of year $304,750

  • 18 · Grants payable

    beginning of year $95,575 · end of year $92,978

  • 19 · Deferred revenue

    beginning of year $394,311 · end of year $409,873

  • 27 · Net assets without donor restrictions

    beginning of year $24,590,604 · end of year $25,374,200

  • 28 · Net assets with donor restrictions

    beginning of year $2,830,128 · end of year $3,256,183

Mission and programs · 2022

Mission

United Way of Erie County's mission is to mobilize resources to break the cycle of poverty and improve our community.

  • Community Schools - This model is a strategy (not a program) for organizing school and community resources around student success. A community school is both a place and set of partnerships that help address health, wellness and the social needs of its students, families and surrounding neighborhood. Schools become centers of the community, open to everyone, all day, every day, evenings and weekends.

    Expenses $3,027,346 · Grants $727,720 · Revenue $819,438

  • Allocations and Community Impact - To achieve our mission of breaking the cycle of poverty and improving our community, we support, fund, and facilitate intentional local partnerships working together under the collective impact model to achieve goals of student success from birth and family stability. Collective impact is a framework to address complex social problems and has five key conditions that produce true collaboration and alignment among the many partner agencies and programs: common agenda, shared measurements, mutually reinforcing activities, continuous communication, and a backbone organization. As part of its Community Impact work, United Way serves as the backbone for our local efforts. 81.98% of this program's expenses were allocated to agencies and programs in 2023.

    Expenses $517,676 · Grants $424,383 · Revenue $520,511

  • Imagination Library - Provides a high-quality, age-appropriate book to any child in Erie County under the age of five. Also recruits and trains volunteer Reading Buddies who help parents and caregivers better understand how to read and interact with young children.

    Expenses $275,071

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

Listed in Part VII

  • Laurie B Root

    President

    Total calculated
    $167,539
    From this org
    $149,740
    From related orgs
    $0
    Other
    $17,799
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $149,740
    Bonus
    not reported
    Other
    not reported
    Deferred
    $8,304
    Nontaxable benefits
    $9,495
    Filer's total
    $167,539

  • Julie Chacona

    CDO

    Total calculated
    $107,055
    From this org
    $93,178
    From related orgs
    $0
    Other
    $13,877
    Hours/week
    37.5

  • Sally Opferbeck

    VP of Fin & Adm

    Total calculated
    $87,955
    From this org
    $82,502
    From related orgs
    $0
    Other
    $5,453
    Hours/week
    37.5

  • Marcus Atkinson

    Director

    Total calculated
    $0
    Hours/week
    1

  • Janel Bonsell

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Seth Carter

    Director

    Total calculated
    $0
    Hours/week
    1

  • James B Ohrn

    Board Chair

    Total calculated
    $0
    Hours/week
    2

  • Lorianne Feltz

    Vice Chair

    Total calculated
    $0
    Hours/week
    2

  • Katie Jones

    Director

    Total calculated
    $0
    Hours/week
    1

  • Mark J Kuhar

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Nicole Reitzell

    Director

    Total calculated
    $0
    Hours/week
    1

  • Brian J Polito

    Director

    Total calculated
    $0
    Hours/week
    1

  • James W Grunke

    Director

    Total calculated
    $0
    Hours/week
    1

  • Rhonda Matthews

    Director

    Total calculated
    $0
    Hours/week
    1

  • Colleen Moore-Mezler

    Director

    Total calculated
    $0
    Hours/week
    1

  • Marybeth Smialek

    Director

    Total calculated
    $0
    Hours/week
    1

  • Eric Weislogel

    Director

    Total calculated
    $0
    Hours/week
    1

  • Dana Zaphiris

    Director

    Total calculated
    $0
    Hours/week
    1

  • Gail Cook

    Director

    Total calculated
    $0
    Hours/week
    1

  • Christina L Bernatowicz

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kathryn A Ruffa

    Director

    Total calculated
    $0
    Hours/week
    1

  • James P Teed

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jack Lee Jr

    Director

    Total calculated
    $0
    Hours/week
    1

  • Thomas A Tupitza

    Director

    Total calculated
    $0
    Hours/week
    1

  • Robin Scheppner

    Director

    Total calculated
    $0
    Hours/week
    1

  • Charles Hagerty

    Director

    Total calculated
    $0
    Hours/week
    1

  • James Nuber Jr

    Director

    Total calculated
    $0
    Hours/week
    1

  • Terry L Cascioli

    Director

    Total calculated
    $0
    Hours/week
    1

  • Chrisitine Drabic

    Director

    Total calculated
    $0
    Hours/week
    1

  • Lisa Slomski

    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

  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 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

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

Provenance

Return type
form_990
Tax year
2022
Filed
14 December 2023
IRS schema version
2022v5.0
Source object
202323489349300627

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

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