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Nonprofiteer
← UNITED WAY OF THE SOUTHERN TIER INC

Form 990 for tax year 2024

Filed by UNITED WAY OF THE SOUTHERN TIER INC.

Totals

Total revenue
$4,453,360
Total expenses
$3,950,558
Contributions and grants received
$4,204,144
Grants paid
$3,007,695
Program service revenue
$0
Investment income
$201,457
Other revenue
$47,759
Total assets, end of year
$6,415,800
Total liabilities, end of year
$2,762,758
Net assets or fund balances, end of year
$3,653,042
Program services expenses (Part IX)
$3,348,622
Management and general expenses
$413,625
Fundraising expenses
$188,311
Program service expenses (Part III)
$3,348,622

Program services were 84.8% 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

    $3,794,624

  • 1c · Fundraising events

    $176,038

  • 1e · Government grants (contributions)

    $40,000

  • 1f · All other contributions, gifts and grants

    $193,482

  • 3 · Investment income

    total $159,879 · related or exempt $159,879

  • 7a · Gross sales of assets other than inventory

    securities $553,379

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

    securities $511,801

  • 7c · Gain or loss

    securities $41,578

  • 7d · Net gain or loss

    total $41,578 · related or exempt $41,578

  • 8a · Fundraising events: gross income

    $0

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

    $176,038

  • 8b · Fundraising events: direct expenses

    $46,183

  • 8c · Net income from fundraising events

    total -$46,183 · excluded -$46,183

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $93,942 · related or exempt $93,942

  • 11e · Other revenue, total

    $93,942

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,007,695 · program services $3,007,695

  • 5 · Compensation of officers, directors and key employees

    total $251,224 · program services $85,341 · management and general $96,570 · fundraising $69,313

  • 7 · Other salaries and wages

    total $188,440 · program services $64,004 · management and general $72,438 · fundraising $51,998

  • 9 · Other employee benefits

    total $28,813 · program services $9,786 · management and general $11,077 · fundraising $7,950

  • 10 · Payroll taxes

    total $35,533 · program services $12,070 · management and general $13,659 · fundraising $9,804

  • 11g · Fees: other

    total $59,456 · management and general $59,456

  • 12 · Advertising and promotion

    total $17,456 · program services $6,187 · management and general $875 · fundraising $10,394

  • 13 · Office expenses

    total $8,823 · program services $1,670 · management and general $3,826 · fundraising $3,327

  • 16 · Occupancy

    total $23,771 · program services $8,074 · management and general $9,139 · fundraising $6,558

  • 17 · Travel

    total $926 · program services $312 · management and general $73 · fundraising $541

  • 19 · Conferences, conventions and meetings

    total $8,052 · program services $2,073 · management and general $4,825 · fundraising $1,154

  • 21 · Payments to affiliates

    total $40,639 · management and general $40,639

  • 22 · Depreciation, depletion and amortization

    total $3,605 · program services $1,224 · management and general $1,386 · fundraising $995

  • 23 · Insurance

    total $8,665 · program services $2,944 · management and general $3,330 · fundraising $2,391

  • 24a · Other expenses: STRATEGY-ALIGNED EXPENS

    total $141,243 · program services $141,243

  • 24b · Other expenses: LEASES AND SOFTWARE MAI

    total $96,698 · program services $5,259 · management and general $82,132 · fundraising $9,307

  • 24c · Other expenses: MISCELLANEOUS

    total $29,519 · program services $740 · management and general $14,200 · fundraising $14,579

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $170,607 · end of year $390,852

  • 2 · Savings and temporary cash investments

    beginning of year $429,937 · end of year $59,466

  • 3 · Pledges and grants receivable

    beginning of year $1,678,646 · end of year $1,720,673

  • 4 · Accounts receivable

    beginning of year $39

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,358 · end of year $18,907

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

    $136,732

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

    $126,490

  • 10c · Land, buildings and equipment, net

    beginning of year $7,550 · end of year $10,242

  • 11 · Investments: publicly traded securities

    beginning of year $4,141,359 · end of year $4,082,003

  • 15 · Other assets

    beginning of year $83,215 · end of year $133,657

  • 17 · Accounts payable and accrued expenses

    beginning of year $74,233 · end of year $85,912

  • 18 · Grants payable

    beginning of year $2,385,196 · end of year $1,933,893

  • 19 · Deferred revenue

    beginning of year $165,080 · end of year $43,500

  • 25 · Other liabilities

    beginning of year $846,699 · end of year $699,453

  • 27 · Net assets without donor restrictions

    beginning of year $1,965,618 · end of year $2,574,526

  • 28 · Net assets with donor restrictions

    beginning of year $1,086,885 · end of year $1,078,516

Mission and programs · 2024

Mission

TO UNITE AND PRIORITIZE RESOURCES TO IMPROVE THE QUALITY OF LIFE FOR EVERY PERSON AND FAMILY IN OUR COMMUNITY.

  • CAMPAIGN ALLOCATIONS - UWST ADMINISTERS TWO PRIMARY TYPES OF FUNDING STREAMS TO NONPROFIT ORGANIZATIONS: ALLOCATIONS AND STRATEGIC INVESTMENT FUND GRANTS.ALLOCATIONS PROVIDE NONPROFIT ORGANIZATIONS WITH PROGRAM FUNDING FOR OPERATIONS, SPECIFICALLY THOSE THAT ALIGN WITH UWST'S MAIN FOCUS AREAS: SOUTHERN TIER KIDS ON TRACK, SOUTHERN TIER SENIOR SUPPORTS, AND SOUTHERN TIER BASIC NEEDS. - SOUTHERN TIER KIDS ON TRACK TYPICALLY DEFINES FUNDING FOR SERVICES ASSOCIATED WITH AGES BIRTH TO 8 YEARS OLD, INCLUDING EARLY CHILD CARE AND EDUCATION, TARGETED SCHOOL-AGE PROGRAMMING, AND PARENT SUPPORTS FOR CHILD SUCCESS. - SOUTHERN TIER SENIOR SUPPORTS IS DEFINED AS FUNDING FOR SERVICES THAT HELP OUR SENIOR POPULATION AGE SAFELY IN PLACE. THIS INCLUDES THOSE WHO NEED ASSISTANCE TO CARE FOR THEMSELVES, OR IN ACCOMPLISHING THEIR ACTIVITIES OF DAILY LIVING IN AND AROUND THE HOME. THIS ALSO INCLUDES THOSE WHO NEED HOME-DELIVERED MEALS TO MEET THEIR NUTRITIONAL NEEDS OR TRANSPORTATION TO MEDICAL APPOINTMENTS. - SOUTHERN TIER BASIC NEEDS IS DEFIND AS FUNDING FOR SERVICES THAT HELP OUR MOST VULNERABLE NEIGHBORS. THIS INCLUDES THOSE NEEDING FOOD FOR THEMSELVES AND THEIR FAMILIES AND THOSE NEEDING LONGER-TERM SHELTER, BOTH TO PREVENT AND ADDRESS HOMELESSNESS.STRATEGIC INVESTMENT FUND GRANTS ARE USED TO ASSIST UWST IN ACHIEVING ITS STRATEGIC GOALS IN THE COMMUNITY, MAKING IT POSSIBLE FOR UWST TO SEIZE UNANTICIPATED OPPORTUNITIES FOR IMPACT OUTSIDE OF THE REGULAR INVESTMENT CYCLE. ADDITIONALLY, THE FUND ENABLES UWST TO CONSIDER PROVIDING ADDITIONAL SUPPORT TO EXISTING PROGRAMS OR STRATEGIC INITIATIVES THAT EXPERIENCE AN UNANTICIPATED, SUBSTANTIAL CHANGE IN CLIENT NEED WHICH, IF LEFT UNAIDED, COMPROMISES THE IMPACT OF THE PROGRAM. EXTRA CONSIDERATION CAN BE GIVEN TO THOSE PROPOSALS WHICH PRESENT OPPORTUNITIES TO LEVERAGE ADDITIONAL RESOURCES THAT ADVANCE UWST'S STRATEGIC INTERESTS.

    Expenses $3,007,695 · Grants $3,007,695

  • COMMUNITY INVESTMENT - COMMUNITY INVESTMENT REFLECTS THE COSTS ASSOCIATED WITH CONDUCTING THE ALLOCATION (COMMUNITY INVESTMENT) FUNCTION. ALL PROGRAM INVESTMENTS ARE MADE IN A MATTER CONSISTENT WITH UWST'S FIVE INVESTMENT VALUES. THESE VALUES CONSIDER CLIENT NEED, PROGRAM RESULTS, FOCUSED ALIGNMENT WITH OUR STRATEGIC INTENT, EFFECTIVE USE OF RESOURCES, AND CONTINUOUS LEARNING AND IMPROVEMENT. ULTIMATE AUTHORITY FOR ALL PROGRAM INVESTMENTS RESTS WITH THE UWST BOARD OF DIRECTORS, THESE INVESTMENTS ARE MADE TO QUALIFIED ORGANIZATIONS BASED ON DEMONSTRATION OF STRONG PERFORMANCE IN EACH OF THE FIVE VALUE AREAS.

    Expenses $253,184

  • COMMUNITY BUILDING - COMMUNITY BUILDING REFLECTS THE COSTS ASSOCIATED WITH COLLECTIVE COMMUNITY EFFORTS TO RESPOND TO SOCIAL ISSUES.COMMUNITY BUILDING IS ABOUT AUTHENTIC RELATIONSHIPS TO COLLECTIVELY SOLVE SOCIAL ISSUES. IT BRINGS TOGETHER PEOPLE FROM THE COMMUNITY, GOVERNMENT, BUSINESS, ACADEMIA, NON-PROFITS, THE FAITH COMMUNITY AND OTHERS TO IDENTIFY AND TAKE STEPS TOWARDS SOLUTIONS TO ISSUES AFFECTING THEIR COMMUNITIES. UWST IS ENGAGED SPECIFICALLY IN A "COLLECTIVE IMPACT" FRAMEWORK, SERVING IN A BACKBONE CAPACITY, COORDINATING THESE COMMUNITY CHANGE EFFORTS.THIS WORK INCLUDES: - CONVENING THE COUNCILS OF THE BOARD OF DIRECTORS THAT ARE RESPONSIBLE FOR MONITORING PROGRAM INVESTMENTS TO ENSURE INTENDED OUTCOMES ARE ACHIEVED, AND EVALUATION OF RESULTS IS USED TO DRIVE THE DESIRED COMMUNITY CHANGE; - GATHERING CONSTITUENT VOICE AND FEEDBACK USED TO IDENTIFY ISSUES AND DRIVE UWST-LED COMMUNITY CHANGE EFFORTS; - MEETING REGULARLY WITH REPRESENTATIVES FROM OTHER VARIOUS SECTORS TO DEVELOP A SHARED VISION FOR CHANGE - A COMMON UNDERSTANDING OF THE PROBLEM AND A JOINT APPROACH TO SOLUTIONS THROUGH AGREED UPON ACTIONS (COMMON AGENDA): - WORKING WITH OTHERS TO ENSURE AUTHENTIC IMPLEMENTATION OF THE COMMON AGENDA AND MUTUALLY REINFORCING ACTIVITIES; - COLLECTING AND MEASURING RESULTS CONSISTENTLY ACROSS ALL PARTICIPANTS; AND - PROVIDING CONSISTENT AND OPEN COMMUNICATION WITH THE MANY PLAYERS TO BUILD TRUST, ASSURE MUTUAL OBJECTIVES, AND APPRECIATE COMMON MOTIVATION.

    Expenses $87,743

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

Listed in Part VII

  • DAVID WALKER

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • NATE PIZZINI

    CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    1

  • HILLARY J AUSTIN

    IMMEDIATE PAST-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • TYMON DANIELS

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • MARY MEISNER

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • JOSH BEZIO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KATIE CERVONI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • COLIN FORTIER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • COLTON HILLMAN ESQ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MEGAN HUBBARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JORDANA KAMMERUD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KIM KEPHART

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOLIE MCCARTHY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • AVERY HAL NELSON III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PAYAL PATEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MONICA RIDOSH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WARREN ROMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN HUGHES

    PRESIDENT & CEO (UNTIL 3/31/25)

    Total calculated
    $146,388
    From this org
    $130,939
    From related orgs
    $0
    Other
    $15,449
    Hours/week
    40

  • MALEAHA SMITH

    CEO (BEG. 4/1/25)

    Total calculated
    $0
    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
2024
Filed
13 May 2026
IRS schema version
2024v5.5
Source object
202601339349307810

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

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