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Nonprofiteer
← UNITED WAY OF SOUTHERN CHAUTAUQUA COUNTY

Form 990 for tax year 2022

Filed by UNITED WAY OF SOUTHERN CHAUTAUQUA COUNTY.

Totals

Total revenue
$1,494,594
Total expenses
$1,544,364
Contributions and grants received
$1,400,755
Grants paid
$1,045,000
Program service revenue
$0
Investment income
$64,990
Other revenue
$28,849
Total assets, end of year
$3,195,275
Total liabilities, end of year
$33,090
Net assets or fund balances, end of year
$3,162,185
Program services expenses (Part IX)
$1,284,299
Management and general expenses
$167,084
Fundraising expenses
$92,981
Program service expenses (Part III)
$1,284,299

Program services were 83.2% 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.

  • 1f · All other contributions, gifts and grants

    $1,400,755

  • 1g · Noncash contributions included above

    $15,096

  • 3 · Investment income

    total $56,230 · excluded $56,230

  • 7a · Gross sales of assets other than inventory

    securities $338,965 · other assets $14,817

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

    securities $345,022

  • 7c · Gain or loss

    securities -$6,057 · other assets $14,817

  • 7d · Net gain or loss

    total $8,760 · excluded $8,760

  • 11a · Other revenue: ADMINISTRATIVE FEES

    total $12,118 · excluded $12,118

  • 11b · Other revenue: SHARED SERVICES - UWNCC

    total $11,611 · excluded $11,611

  • 11c · Other revenue: OTHER

    total $5,120 · excluded $5,120

  • 11e · Other revenue, total

    $28,849

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,045,000 · program services $1,045,000

  • 5 · Compensation of officers, directors and key employees

    total $91,583 · program services $34,449 · management and general $32,608 · fundraising $24,526

  • 7 · Other salaries and wages

    total $167,129 · program services $69,810 · management and general $62,541 · fundraising $34,778

  • 8 · Pension plan contributions

    total $9,028 · program services $3,776 · management and general $3,380 · fundraising $1,872

  • 9 · Other employee benefits

    total $13,395 · program services $5,436 · management and general $4,944 · fundraising $3,015

  • 10 · Payroll taxes

    total $18,454 · program services $7,448 · management and general $6,792 · fundraising $4,214

  • 11c · Fees: accounting

    total $6,300 · management and general $6,300

  • 11f · Fees: investment management

    total $10,901 · management and general $10,901

  • 11g · Fees: other

    total $4,118 · program services $1,662 · management and general $1,516 · fundraising $940

  • 13 · Office expenses

    total $19,204 · program services $7,751 · management and general $7,068 · fundraising $4,385

  • 14 · Information technology

    total $14,065 · program services $5,677 · management and general $5,177 · fundraising $3,211

  • 16 · Occupancy

    total $12,000 · program services $4,843 · management and general $4,417 · fundraising $2,740

  • 17 · Travel

    total $2,064 · program services $833 · management and general $760 · fundraising $471

  • 19 · Conferences, conventions and meetings

    total $11,129 · program services $4,492 · management and general $4,096 · fundraising $2,541

  • 22 · Depreciation, depletion and amortization

    total $13,502 · program services $5,449 · management and general $4,970 · fundraising $3,083

  • 23 · Insurance

    total $4,365 · program services $1,762 · management and general $1,606 · fundraising $997

  • 24a · Other expenses: PROGRAM AND PROJECT EXP

    total $74,937 · program services $74,937

  • 24b · Other expenses: DUES

    total $19,787 · program services $7,986 · management and general $7,284 · fundraising $4,517

  • 24c · Other expenses: TELEPHONE

    total $4,995 · program services $2,016 · management and general $1,838 · fundraising $1,141

  • 24d · Other expenses: MISCELLANEOUS

    total $2,408 · program services $972 · management and general $886 · fundraising $550

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $25 · end of year $25

  • 2 · Savings and temporary cash investments

    beginning of year $644,276 · end of year $617,287

  • 3 · Pledges and grants receivable

    beginning of year $233,431 · end of year $258,195

  • 4 · Accounts receivable

    end of year $2,650

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,818 · end of year $2,524

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

    $110,892

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

    $59,769

  • 10c · Land, buildings and equipment, net

    beginning of year $52,630 · end of year $51,123

  • 11 · Investments: publicly traded securities

    beginning of year $2,014,090 · end of year $2,101,293

  • 15 · Other assets

    beginning of year $139,617 · end of year $162,178

  • 17 · Accounts payable and accrued expenses

    beginning of year $981 · end of year $2,743

  • 25 · Other liabilities

    beginning of year $29,833 · end of year $30,347

  • 27 · Net assets without donor restrictions

    beginning of year $1,409,654 · end of year $1,462,615

  • 28 · Net assets with donor restrictions

    beginning of year $1,650,419 · end of year $1,699,570

Mission and programs · 2022

Mission

UNITED WAY OF SOUTHERN CHAUTAUQUA COUNTY MOBILIZES THE COMMUNITY TO HELP PEOPLE IMPROVE THEIR LIVES.

  • ALLOCATIONS - GRANT FUNDING TO COMMUNITY PARTNERS TO DELIVER PROGRAMS ALIGNED WITH THE FOLLOWING STRATEGIC OBJECTIVES: INCREASE THE NUMBER OF FAMILIES WITH THE NECESSARY LIFE SKILLS TO BE SELF-SUFFICIENT, INCREASE THE READY WORKFORCE BY ADDRESSING THE SOFT AND HARD SKILLS GAP AMONG YOUNG PEOPLE AND ADULTS, IMPROVE ACADEMIC SUCCESS BY WORKING DIRECTLY WITH YOUTH FROM CRADLE TO CAREER, AND IMPROVE THE HEALTH AND INDEPENDENCE OF VULNERABLE POPULATIONS.

    Expenses $1,045,000 · Grants $1,045,000

  • COMMUNITY IMPACT - ADMINISTERING THE EMERGENCY FOOD AND SHELTER PROGRAM AND A VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM. ALSO, DIRECT FINANCIAL SUPPORT MAINTAINS THE 2-1-1 HELPLINE FOR SOUTHERN CHAUTAUQUA COUNTY, ALONG WITH PROVIDING TECHNICAL ASSISTANCE TO COMMUNITY PARTNERS TO STRENGTHEN PROGRAMS AND MEASURE IMPACT, AND ASSISTANCE MOBILIZING STAKEHOLDERS AROUND EMERGING COMMUNITY NEEDS.

    Expenses $239,299

As filed on the 2022 return.

Listed in Part VII

  • Amy J Rohler

    EXECUTIVE DI

    Total calculated
    $84,331
    From this org
    $78,443
    From related orgs
    $0
    Other
    $5,888
    Hours/week
    40

  • Joelle Washer

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Christine Tarbrake

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    2

  • Mallory Smith

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Jordon Steves

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • David Painter

    PAST PRES/DI

    Total calculated
    $0
    Hours/week
    1

  • Marion Beckerink

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kathy Burch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Javier Castro

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Luis Castro

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Maureen Donahue

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Foti

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tamu Graham-Reinhardt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Anne Hedin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Vince Horrigan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Deb Kathman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Lamancuso

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Lockwood

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lew Meckley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Cecil Miller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bonnie Peters

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mike Roberts

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr James Sherry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Heather Turner

    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.

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
13 November 2023
IRS schema version
2022v5.0
Source object
202343199349318354

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

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