Form 990 for tax year 2022
Filed by UNITED WAY OF THE VALLEY & GREATER UTICA AREA INC.
Totals
- Total revenue
- $2,475,117
- Total expenses
- $2,815,289
- Contributions and grants received
- $2,360,499
- Grants paid
- $768,645
- Program service revenue
- $0
- Investment income
- $15,745
- Other revenue
- $98,873
- Total assets, end of year
- $2,844,085
- Total liabilities, end of year
- $617,368
- Net assets or fund balances, end of year
- $2,226,717
- Program services expenses (Part IX)
- $2,067,167
- Management and general expenses
- $288,378
- Fundraising expenses
- $459,744
- Program service expenses (Part III)
- $2,067,167
Program services were 73.4% 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
$1,108,916
-
1e · Government grants (contributions)
$1,101,984
-
1f · All other contributions, gifts and grants
$149,599
-
1g · Noncash contributions included above
$8,470
-
3 · Investment income
total $16,293 · excluded $16,293
-
6a · Gross rents
real property $16,250
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $16,250
-
6d · Net rental income or loss
total $16,250 · related or exempt $16,250
-
7a · Gross sales of assets other than inventory
securities $3,338
-
7b · Less cost or other basis and sales expenses
securities $3,886
-
7c · Gain or loss
securities -$548
-
7d · Net gain or loss
total -$548 · related or exempt -$548
-
8a · Fundraising events: gross income
$36,682
-
8b · Fundraising events: direct expenses
$16,075
-
8c · Net income from fundraising events
total $20,607 · excluded $20,607
-
11a · Other revenue: MISC
total $50,474 · related or exempt $50,474
-
11b · Other revenue: MANAGEMENT FEES
total $11,542 · related or exempt $11,542
-
11e · Other revenue, total
$62,016
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $768,645 · program services $768,645
-
5 · Compensation of officers, directors and key employees
total $124,504 · program services $66,762 · management and general $18,247 · fundraising $39,495
-
7 · Other salaries and wages
total $713,394 · program services $381,643 · management and general $100,012 · fundraising $231,739
-
8 · Pension plan contributions
total $22,938 · program services $9,926 · management and general $6,724 · fundraising $6,288
-
9 · Other employee benefits
total $38,654 · program services $23,350 · management and general $7,056 · fundraising $8,248
-
10 · Payroll taxes
total $61,162 · program services $33,444 · management and general $8,751 · fundraising $18,967
-
11c · Fees: accounting
total $23,150 · program services $21,045 · management and general $1,273 · fundraising $832
-
11f · Fees: investment management
total $6,333 · program services $4,013 · management and general $895 · fundraising $1,425
-
11g · Fees: other
total $664,266 · program services $603,866 · management and general $36,539 · fundraising $23,861
-
12 · Advertising and promotion
total $18,366 · program services $8,868 · management and general $3,422 · fundraising $6,076
-
13 · Office expenses
total $168,689 · program services $61,228 · management and general $50,903 · fundraising $56,558
-
14 · Information technology
total $1,812 · program services $495 · management and general $624 · fundraising $693
-
16 · Occupancy
total $88,249 · program services $26,846 · management and general $28,882 · fundraising $32,521
-
17 · Travel
total $3,060 · program services $1,672 · management and general $301 · fundraising $1,087
-
19 · Conferences, conventions and meetings
total $4,743 · program services $3,114 · management and general $1,504 · fundraising $125
-
21 · Payments to affiliates
total $38,406 · program services $24,340 · management and general $5,427 · fundraising $8,639
-
22 · Depreciation, depletion and amortization
total $7,838 · program services $1,944 · management and general $2,792 · fundraising $3,102
-
23 · Insurance
total $8,672 · program services $2,081 · management and general $3,122 · fundraising $3,469
-
24a · Other expenses: CAMPAIGN SUPPLIES
total $36,420 · program services $15,528 · management and general $8,257 · fundraising $12,635
-
24b · Other expenses: SUPPLIES
total $9,129 · program services $4,442 · management and general $2,220 · fundraising $2,467
-
24c · Other expenses: MEMBERSHIP DUES & SUBSC
total $4,132 · program services $1,436 · management and general $1,277 · fundraising $1,419
-
24d · Other expenses: BANK FEES
total $2,727 · program services $2,479 · management and general $150 · fundraising $98
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $153,773 · end of year $231,402
-
2 · Savings and temporary cash investments
beginning of year $265,881 · end of year $263,889
-
3 · Pledges and grants receivable
beginning of year $1,267,081 · end of year $749,437
-
9 · Prepaid expenses and deferred charges
beginning of year $19,014 · end of year $12,066
-
10a · Land, buildings and equipment: cost or other basis
$63,102
-
10b · Land, buildings and equipment: accumulated depreciation
$25,170
-
10c · Land, buildings and equipment, net
beginning of year $35,424 · end of year $37,932
-
15 · Other assets
beginning of year $1,286,892 · end of year $1,549,359
-
17 · Accounts payable and accrued expenses
beginning of year $307,952 · end of year $234,020
-
19 · Deferred revenue
beginning of year $52,938 · end of year $2,938
-
21 · Escrow or custodial account liability
beginning of year $55,738 · end of year $55,738
-
25 · Other liabilities
beginning of year $170,397 · end of year $324,672
-
27 · Net assets without donor restrictions
beginning of year $1,766,217 · end of year $1,486,880
-
28 · Net assets with donor restrictions
beginning of year $674,823 · end of year $739,837
Mission and programs · 2022
Mission
TO PROMOTE INDIVIDUAL WELL BEING, STRENGTHEN FAMILIES, AND IMPROVE THE QUALITY OF LIFE IN OUR COMMUNITY.
Activities or mission (Part I)
PROMOTE INDIVIDUAL WELL BEING, STRENGTHEN FAMILIES, AND IMPROVE QUALITY OF LIFE IN OUR COMMUNITY.
-
THE MISSION OF UWMV IS TO MOBILIZE THE CARING POWER OF THE MOHAWK VALLEY COMMUNITY. STRATEGIC COMMUNITY INVESTMENT FUNDING IS CONCENTRATED AROUND COLLABORATIVE PARTNERSHIPS AND COALITIONS, ASSESSMENT OF COMMUNITY NEEDS, AND THE DISTRIBUTION OF FUNDS TO SUPPORT PROGRAMS IN THE FOLLOWING FOCUS AREAS: EDUCATION, HEALTH, AND FINANCIAL STABILITY. MORE SPECIFICALLY, EARLY EDUCATION, CHILDCARE, AND HOMELESSNESS PREVENTION CONTINUE TO BE INVESTMENT AREAS. THE UWMV FUNDED 29 AGENCIES IN THIS FISCAL YEAR IN ADDITION TO UWMV-LED 3 INITIATIVES: READY FOR KINDERGARTEN, ACADEMICS FIRST EXTENDED DAY CHILDCARE CENTER, AND 211 MID-YORK.
Expenses $2,067,167 · Grants $768,645 · Revenue $77,718
As filed on the 2022 return.
Listed in Part VII
-
William F PerrottiWILLIAM F PERROTTI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Melissa MannMELISSA MANN
DEVELOPMENT CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Hanka GrabovicaHANKA GRABOVICA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Erin M BushingerERIN M BUSHINGER
MARKETING & COMMUNICATION CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Frank DilorenzoFRANK DILORENZO
AUDIT CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Marc ButlerMARC BUTLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matthew A NichollMATTHEW A NICHOLL
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Norma ChrismanNORMA CHRISMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Edward M Barone IIIEDWARD M BARONE III
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bruce HairstonBRUCE HAIRSTON
COMMUNITY IMPACT CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Patrick HarringtonPATRICK HARRINGTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mark S LewandrowskiMARK S LEWANDROWSKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tiffany SestirTIFFANY SESTIR
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Kimberly B VandurenKIMBERLY B VANDUREN
GOVERNANCE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Sabrina FrymanSABRINA FRYMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer Adjodha-EvansJENNIFER ADJODHA-EVANS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ross BerntsonROSS BERNTSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John EckmairJOHN ECKMAIR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Phyllis BrelandPHYLLIS BRELAND
ADVOCACY CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Millie OcchioneroMILLIE OCCHIONERO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dale SeatonDALE SEATON
ENGAGEMENT CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Tyler BrennanTYLER BRENNAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Hilarie LynnHILARIE LYNN
DEVELOPMENT CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Erin Gutierrez MattERIN GUTIERREZ MATT
EXECUTIVE DIRECTOR
- Total calculated
- $8,513
- From this org
- $5,675
- From related orgs
- $0
- Other
- $2,838
- Hours/week
- 40
-
Jaime BonfardiceJAIME BONFARDICE
CHIEF FINANCIAL OFFICER
- Total calculated
- $77,373
- From this org
- $77,373
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Matthew CaracasMATTHEW CARACAS
CHIEF EXECUTIVE OFFICER/SECRETARY
- Total calculated
- $59,687
- From this org
- $59,687
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Susan LiteraSUSAN LITERA
CEO/EXECUTIVE DIRECTOR
- Total calculated
- $4,385
- From this org
- $4,385
- From related orgs
- $0
- Other
- $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.
Grants on this return
-
CATHOLIC CHARITIES OF HERKIMER COUNTY
$0
FUNDED PARTNER
-
JOHNSON PARK CENTER
$0
FUNDED PARTNER
-
LEGAL AID SOCIETY OF MID-NEW YORK
$0
FUNDED PARTNER
-
NEIGHBORHOOD CENTER OF UTICA
$0
FUNDED PARTNER
-
SALVATION ARMY OF UTICA
$0
FUNDED PARTNER
-
THEA BOWMAN HOUSE
$0
FUNDED PARTNER
-
YMCA OF THE MOHAWK VALLEY
$0
FUNDED PARTNER
-
EMPOWERED PATHWAYS
$0
FUNDED PARTNER
-
ACR HEALTH'S MOBILE HIVSTI PREVENTION SERVICES OF MV
$0
FUNDED PARTNER
-
CORNERSTONE COMMUNITY CHRUCH
$0
FUNDED PARTNER
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 9 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202411309349303136
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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