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Nonprofiteer
← UNITED WAY OF THE DUTCHESS-ORANGE REGION INC

Form 990 for tax year 2024

Filed by UNITED WAY OF THE DUTCHESS-ORANGE REGION INC.

Totals

Total revenue
$2,282,096
Total expenses
$2,462,713
Contributions and grants received
$1,968,839
Grants paid
$860,713
Program service revenue
$0
Investment income
$182,977
Other revenue
$130,280
Total assets, end of year
$5,093,977
Total liabilities, end of year
$502,215
Net assets or fund balances, end of year
$4,591,762
Program services expenses (Part IX)
$2,023,449
Management and general expenses
$164,132
Fundraising expenses
$275,132
Program service expenses (Part III)
$2,023,449

Program services were 82.2% 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)

    $319,778

  • 1f · All other contributions, gifts and grants

    $1,649,061

  • 1g · Noncash contributions included above

    $283,147

  • 3 · Investment income

    total $130,486 · excluded $130,486

  • 7a · Gross sales of assets other than inventory

    securities $292,572

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

    securities $240,081

  • 7c · Gain or loss

    securities $52,491

  • 7d · Net gain or loss

    total $52,491 · excluded $52,491

  • 8a · Fundraising events: gross income

    $245,409

  • 8b · Fundraising events: direct expenses

    $116,790

  • 8c · Net income from fundraising events

    total $128,619 · excluded $128,619

  • 11a · Other revenue: OTHER INCOME

    total $1,661 · related or exempt $1,661

  • 11e · Other revenue, total

    $1,661

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $860,713 · program services $860,713

  • 5 · Compensation of officers, directors and key employees

    total $320,078 · program services $244,539 · management and general $54,542 · fundraising $20,997

  • 7 · Other salaries and wages

    total $668,015 · program services $454,208 · management and general $69,510 · fundraising $144,297

  • 8 · Pension plan contributions

    total $30,012 · program services $21,701 · management and general $3,690 · fundraising $4,621

  • 9 · Other employee benefits

    total $60,017 · program services $50,890 · management and general $2,088 · fundraising $7,039

  • 10 · Payroll taxes

    total $87,115 · program services $60,697 · management and general $10,877 · fundraising $15,541

  • 11b · Fees: legal

    total $932 · program services $547 · management and general $89 · fundraising $296

  • 11c · Fees: accounting

    total $30,000 · program services $17,602 · management and general $2,865 · fundraising $9,533

  • 11f · Fees: investment management

    total $56,084 · program services $56,084

  • 11g · Fees: other

    total $18,419 · program services $12,036 · management and general $1,980 · fundraising $4,403

  • 12 · Advertising and promotion

    total $7,432 · program services $7,286 · fundraising $146

  • 13 · Office expenses

    total $64,076 · program services $43,788 · management and general $3,224 · fundraising $17,064

  • 14 · Information technology

    total $60,367 · program services $35,417 · management and general $3,134 · fundraising $21,816

  • 16 · Occupancy

    total $49,842 · program services $34,908 · management and general $5,159 · fundraising $9,775

  • 17 · Travel

    total $8,511 · program services $7,927 · management and general $12 · fundraising $572

  • 19 · Conferences, conventions and meetings

    total $13,977 · program services $8,645 · management and general $930 · fundraising $4,402

  • 21 · Payments to affiliates

    total $17,974 · program services $12,195 · management and general $2,013 · fundraising $3,766

  • 22 · Depreciation, depletion and amortization

    total $16,611 · program services $11,271 · management and general $1,860 · fundraising $3,480

  • 23 · Insurance

    total $16,132 · program services $10,945 · management and general $1,807 · fundraising $3,380

  • 24a · Other expenses: OTHER PROGRAM EXPENSES

    total $68,357 · program services $68,357

  • 24b · Other expenses: DUES & SUBSCRIPTIONS

    total $6,608 · program services $3,693 · management and general $352 · fundraising $2,563

  • 24c · Other expenses: CAMPAIGN ADMINISTRATIVE

    total $1,441 · fundraising $1,441

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $34,456 · end of year $32,591

  • 2 · Savings and temporary cash investments

    beginning of year $38,143 · end of year $30,191

  • 3 · Pledges and grants receivable

    beginning of year $533,205 · end of year $552,564

  • 9 · Prepaid expenses and deferred charges

    beginning of year $9,069 · end of year $8,415

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

    $739,365

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

    $484,993

  • 10c · Land, buildings and equipment, net

    beginning of year $269,433 · end of year $254,372

  • 11 · Investments: publicly traded securities

    beginning of year $1,550,328 · end of year $1,690,908

  • 12 · Investments: other securities

    beginning of year $2,408,233 · end of year $2,311,949

  • 15 · Other assets

    beginning of year $189,396 · end of year $212,987

  • 17 · Accounts payable and accrued expenses

    beginning of year $395,195 · end of year $396,636

  • 18 · Grants payable

    beginning of year $60,559 · end of year $60,800

  • 25 · Other liabilities

    beginning of year $25,117 · end of year $44,779

  • 27 · Net assets without donor restrictions

    beginning of year $3,242,714 · end of year $3,258,621

  • 28 · Net assets with donor restrictions

    beginning of year $1,308,678 · end of year $1,333,141

Mission and programs · 2024

Mission

TO FIGHT FOR THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF EVERY PERSON IN OUR COMMUNITY.

  • HEALTH - UWDOR DRIVES IMPROVED COMMUNITY HEALTH BY EXPANDING ACCESS TO NUTRITIOUS FOOD FOR FAMILIES IN OUR COMMUNITY. THROUGH OUR NETWORK OF PARTNERS, WE SUPPORT CLIENT-CHOICE FOOD PANTRIES, COMMUNITY FEEDING PROGRAMS, AND BACKPACK INITIATIVES. THESE PROGRAMS PRIORITIZE FRESH, CULTURALLY COMPETENT, AND NUTRITIOUS OPTIONS TO MEET THE NEEDS OF OUR COMMUNITY MEMBERS.

    Expenses $200,671 · Grants $75,500

  • FINANCIAL STABILITY - UWDOR BUILDS SUSTAINABLE FINANCIAL INDEPENDENCE BY STABILIZING FAMILIES DURING SHORT-TERM CRISES AND INCREASING LONG-TERM WEALTH FOR THE 100,000 ALICE AND LOW-INCOME HOUSEHOLDS IN OUR AREA. KEY PROGRAMS PROVIDE COMPREHENSIVE CRISIS SUPPORT INCLUDING SECURING HOUSING ASSISTANCE, UTILITY AND PRESCRIPTION PAYMENTS, TRANSPORTATION, LEGAL AID, AND INDIVIDUALIZED CASE MANAGEMENT. HOUSEHOLDS ARE ALSO EMPOWERED WITH FINANCIAL LITERACY TOOLS, INCLUDING FREE TAX PREPARATION SERVICES TO MAXIMIZE RETURNS AND SAVINGS.

    Expenses $1,377,770 · Grants $536,150

  • EDUCATION - UWDOR EMPOWERS YOUTH TO SUCCEED ACADEMICALLY AND PERSONALLY BY INCREASING OPPORTUNITIES FOR POSITIVE DEVELOPMENT AND LITERACY SERVICES, ULTIMATELY ENSURING PARTICIPATING YOUTH ACHIEVE GRADE-LEVEL READING PROFICIENCY AND DEMONSTRATE POSITIVE SOCIAL-EMOTIONAL DEVELOPMENT. KEY SERVICES FOR STUDENTS INCLUDE LITERACY INSTRUCTION, HOMEWORK SUPPORT, SAFE AFTERSCHOOL PROGRAMMING, MENTORSHIP, LEADERSHIP DEVELOPMENT, AND INTEGRATED MENTAL HEALTH SUPPORT AND CASE MANAGEMENT. UWDOR ALSO FOSTERS ECONOMIC MOBILITY BY DRIVING LIFELONG LEARNING AND WORKFORCE DEVELOPMENT FOR ADULTS AND FAMILIES BY PROVIDING COMPREHENSIVE ACCESS TO SERVICES LIKE WORKFORCE TRAINING, PAID INTERNSHIPS, CAREER EXPLORATION, COLLEGE READINESS COACHING, CONFIDENCE-BUILDING TOOLS, STIPENDS, AND PEER LEARNING.

    Expenses $327,367 · Grants $131,422

  • DONOR DIRECTED GIFTS- GRANTS TO 501(C)(3) CHARITIES DIRECTED BY THE ORGANIZATION'S DONORS. PROGRAM SERVICES INCLUDES INCREASING ACCESS TO EVICTION PREVENTION SERVICES TO SUPPORT COMMUNITY MEMBERS AFFECTED BY THE HOUSING CRISIS AS WELL AS CRITICAL FUNDING NEEDED TO AID LOW INCOME HOUSEHOLDS EXPERIENCING A FINANCIAL CRISIS AND DERAILING A MORE PROTRACTED FINANCIAL STABILITY ISSUE. ADDITIONALLY PURCHASES WERE MADE AND DONATIONS SECURED TO FURTHER OUR ROBUST ESSENTIAL ITEM PROGRAM WHICH PROVIDES NECESSITIES TO INDIVIDUALS EXPERIENCING HOMELESSNESS, DOMESTIC VIOLENCE AND OTHER URGENT SITUATIONS. WE PROVIDED SUBSTANTIVE FOOD ACCESS PROGRAMMING, SUCH AS CONNECTING HOUSEHOLDS TO FOOD ACCESS SERVICES AND INCREASING THE CAPACITY OF LOCAL FOOD PANTRIES. THROUGH 211 WE WERE ABLE TO CONNECT COMMUNITY MEMBERS WITH ESSENTIAL WRAPAROUND SUPPORT AS WELL AS INCREASE PEOPLES' ACCESS TO TAX RETURNS THROUGH OUR CASH COALITION.

    Expenses $117,641 · Grants $117,641

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Kevin Cleary

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Timothy Eisentraut

    1ST VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Candy Davies

    2ND VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Susan Howell

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Michael Mazzuca

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Heather Bell

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Amy Berger

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Fred Clarke

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Matthew Cruz

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Jasmin Davis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Arthur Dedominicis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Chris Gilbert

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Timothy Kane

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Phillip Lekanides

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Michael Lesler

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Sharon McGinnis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Marta Newkirk

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Michelle S O'Reilly

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Kimberly Pennington

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Barry Rothfeld

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • John Stroligo

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Mark Villanti

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Jeannie Montano

    PRESIDENT & CEO

    Total calculated
    $200,742
    From this org
    $175,072
    From related orgs
    $0
    Other
    $25,670
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,072
    Bonus
    $0
    Other
    $0
    Deferred
    $14,006
    Nontaxable benefits
    $11,664
    Filer's total
    $200,742

  • Susan Manning

    VP FINANCE

    Total calculated
    $106,339
    From this org
    $88,509
    From related orgs
    $0
    Other
    $17,830
    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. 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 · 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
2024
Filed
14 November 2025
IRS schema version
2024v5.2
Source object
202533189349309103

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