Form 990 for tax year 2022

Totals

Total revenue

$9,694,449

Total expenses

$9,574,274

Contributions and grants received

$9,026,693

Grants paid

$6,541,592

Program service revenue

$626,487

Investment income

$113,191

Other revenue

-$71,922

Total assets, end of year

$5,992,994

Total liabilities, end of year

$1,977,327

Net assets or fund balances, end of year

$4,015,667

Program services expenses (Part IX)

$8,294,487

Management and general expenses

$588,465

Fundraising expenses

$691,322

Program service expenses (Part III)

$8,294,487

Program services were 86.6% 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.

Mission and programs · 2022

• AS FAMILIES AND INDIVIDUALS CONTINUED TO RECOVER FROM INFLATION BROUGHT ON BY THE COVID-19 PANDEMIC AND SUPPLY CHAIN SHORTAGES, UNITED WAY CONTINUED TO SUPPORT THE NEEDS OF THOUSANDS OF HOUSEHOLDS IN WESTCHESTER AND PUTNAM. WE ADMINISTRATED $6,538,622 IN GRANTS AND GOODS IN THE 2022-23 FISCAL YEAR.OUR GRANT MAKING EFFORTS DURING THE 22-23 FISCAL YEAR TOTALED $464,601. THROUGH THE CAPACITY BUILDING, COMMUNITY IMPACT, AND EMERGENCY FOOD AND SHELTER GRANTS, WE SUPPORTED THE WORK OF 30 NONPROFIT ORGANIZATIONS IN WESTCHESTER AND PUTNAM THAT COLLECTIVELY HELPED 29,023 INDIVIDUALS AND FAMILIES WHO WERE DISPROPORTIONATELY IMPACTED WITH THE ECONOMIC AFTERMATH OF THE COVID-19 PANDEMIC, SUPPLY CHAIN SHORTAGES, AND INFLATION.THE EMERGENCY FOOD AND SHELTER PROGRAM IN WESTCHESTER AND PUTNAM IS PART OF THE FEDERALLY FUNDED PROGRAM THAT IS MANAGED BY UNITED WAY WORLDWIDE. A LOCAL EMERGENCY FOOD AND SHELTER BOARD FOR EACH COUNTY, INVOLVING REPRESENTATIVES OF THE NINE ORGANIZATIONS, INCLUDING LOCAL UNITED WAYS AND OTHER PUBLIC AND COMMUNITY LEADERS, ALLOCATE FUNDS FROM THE TOTAL COUNTY-WIDE ALLOCATION -- BASED ON SEVERAL NEEDS-ORIENTED FACTORS INCLUDING EQUITY TO MARGINALIZED POPULATIONS -- TO LOCAL 501(C)(3) AGENCIES REQUESTING EMERGENCY FUNDS TO EXPAND THEIR CAPACITY TO SERVE THE NEWLY HUNGRY AND HOMELESS. THE CAPACITY BUILDING AND COMMUNITY IMPACT GRANTS WERE FUNDED BY MONIES RAISED BY UWWP AND THE ALLOCATIONS WERE DETERMINED BY ITS IMPACT COMMITTEE MADE UP OF VOLUNTEER BOARD MEMBERS.UWWP'S ESSENTIAL GOODS FOR BASIC NEEDS PROGRAM, FORMERLY KNOWN AS ITS GIFTS-IN-KIND PROGRAM, DISTRIBUTED $5,466,258 WORTH OF GOODS, INCLUDING FOOD, MEALS, BEDDING, CLOTHING, DIAPERS, HYGIENE PRODUCTS, BOOKS, AND CHILDREN'S ACTIVITIES THROUGH 194 AGENCIES TO 109,325 HOUSEHOLDS DURING THE 22-23 FISCAL YEAR. THE GOODS FROM THE ESSENTIAL GOODS PROGRAM ARE EITHER DONATED FROM OUR RETAIL PARTNERS OR ARE ACQUIRED BY UNITED WAY AT BELOW MARKET PRICE.

  Expenses $7,301,517 · Grants $6,538,622

• DURING THE 22-23 FISCAL YEAR, UNITED WAY'S 211 HELPLINE WAS A VITAL RESOURCE FOR FAMILIES AND INDIVIDUALS IN NEED OF FINANCIAL ASSISTANCE. UNITED WAY'S 211 HELPLINE AND ONLINE REFERRAL DATABASE OFFERS FREE INFORMATION, REFERRAL, ASSESSMENT, AND CRISIS SUPPORT TO HELP PEOPLE ACCESS THE EDUCATION, HEALTH, AND HUMAN SERVICES THEY NEED TO ADDRESS EVERYDAY CHALLENGES. UW'S 211 HAS ALSO BEEN WORKING WITH LOCAL SOCIAL SERVICE DEPARTMENTS TO PROVIDE REFERRALS AND RESOURCES TO RESIDENTS. THESE RELATIONSHIPS HAVE BEEN VITAL TO SOLVING VERY COMPLICATED SOCIAL SERVICE NEEDS.211 IS A CONFIDENTIAL, MULTILINGUAL, AND COMPREHENSIVE SERVICE WITH A DATABASE OF MORE THAN 25,000 SERVICES AND PROGRAMS THAT ARE UPDATED THROUGHOUT THE YEAR. TRAINED CALL SPECIALISTS ARE AVAILABLE 24/7, 365 DAYS A WEEK THROUGH THE UW'S 211 AND CAN ASSIST CALLERS IN 200+ LANGUAGES (THROUGH TRANSPERFECT) AS WELL AS THE HEARING-IMPAIRED. UNITED WAY'S 211 HELPLINE IS AN AIRS (ALLIANCE OF INFORMATION AND REFERRAL SYSTEMS) CALL CENTER, AND THE 211 HELPLINE MAINTAINS A RESOURCE DATABASE COMPRISED OF 3,360 AGENCIES AND 20,218 SERVICES. THIS DATABASE IS ORGANIZED ACCORDING TO THE AIRS PROBLEMS AND NEEDS CATEGORIES AND INCLUDES RESOURCE LISTINGS FOR SERVICES THAT RANGE FROM CHILDCARE TO FOOD PANTRIES; SHELTERS TO SPECIALIZED SERVICES FOR VETERANS AND MILITARY FAMILIES; AND MENTAL HEALTH TO TRANSPORTATION. THE DATABASE IS ALSO AVAILABLE ONLINE AT WWW.211HUDSONVALLEY.ORG AND SINCE 2019, TEXTING CAPABILITIES ARE AVAILABLE FROM 9 A.M. TO 5 P.M., MONDAY FRIDAY. TEXTING OFFERS OPTIONS FOR THOSE LESS LIKELY TO WANT TO MAKE A PHONE CALL AND IS PARTICULARLY HELPFUL IN SENDING OUTGOING MESSAGES TO CONFIRM TAX APPOINTMENTS; PROVIDE COVID-19 VACCINATION INFORMATION; REGISTER INDIVIDUALS FOR MEAL DELIVERY PROGRAMS; AND SO MUCH MORE. THE CALL CENTER, RUN BY UNITED WAY AND LOCATED IN WHITE PLAINS, NY, MANAGED OVER 580,000 INTERACTIONS DURING 2022 FROM TWELVE COUNTIES IN NEW YORK STATE IN WHICH OVER 16,000 CALLS WERE TAX RELATED. 211 HUDSON VALLEY REGION AND 211 LONG ISLAND REGION WHICH RESULTED IN REFUNDS AND CREDITS OF OVER $16.7 MILLION TO RESIDENTS OF FOUR COUNTIES IN THE HUDSON VALLEY. 211 HUDSON VALLEY REGION AND 211 LONG ISLAND REGION OPERATE AS PROGRAMS OF THE UNITED WAY AND ARE UNDERWRITTEN BY LOCAL UNITED WAYS, GOVERNMENT AGENCIES, AND CORPORATE FOUNDATIONS. 211 HUDSON VALLEY AND 211 LONG ISLAND ESTABLISHED AND MAINTAINED RELATIONSHIPS WITH KEY LOCAL STAKEHOLDERS TO EXPAND THE USE OF 211 IN ADDRESSING CRITICAL HUMAN SERVICE AND CRISIS NEEDS.UNITED WAY RUNS THE 211 HELPLINE FOR THE HUDSON VALLEY REGION, WHICH INCLUDES DUTCHESS, ORANGE, PUTNAM, ROCKLAND, SULLIVAN, ULSTER, AND WESTCHESTER COUNTIES. IT ALSO RUNS THE 211 HELPLINE FOR THE LONG ISLAND REGION, WHICH INCLUDES NASSAU AND SUFFOLK COUNTIES. IN ADDITION, UNITED WAY CONTRACTED WITH THE UNITED WAY'S IN THE ADIRONDACK REGION TO PROVIDE CALL CENTER SERVICES IN SUPPORT OF THEIR 211 EFFORTS.FUNDING SOURCES FOR 2-1-1 INCLUDE CONTRACTS & FEES FOR SERVICES FROM THE UNITED WAYS LOCATED IN THE HUDSON VALLEY (INCLUDING UWWP) AND GRANTS/CONTRACTS WITH LOCAL AND STATE GOVERNMENTAL ENTITIES.

  Expenses $990,000 · Revenue $626,487

• UWWP LAUNCHED THE EDUCATION UNITED AFTER-SCHOOL ACADEMIC AND ENRICHMENT PROGRAM DURING THE 2022-23 FISCAL YEAR AT BROOKSIDE ELEMENTARY SCHOOL IN OSSINING. THE INCLUSIVE PROGRAM WAS DESIGNED TO PROVIDE CHILDREN WITH A SAFE AND SUPPORTIVE ENVIRONMENT TO LEARN, GROW, AND HAVE FUN AFTER SCHOOL HOURS. THE FREE PROGRAM OFFERS A RANGE OF ACTIVITIES TO SUPPORT ACADEMIC ACHIEVEMENT, INCLUDING HOMEWORK HELP, ARTS AND CRAFTS, FITNESS AND WELLNESS ACTIVITIES, SOCIAL-EMOTIONAL LEARNING ACTIVITIES, STEM ACTIVITIES, AND MORE IN BOTH ENGLISH AND SPANISH. THERE IS ALSO A RANGE OF SERVICES FOR PARENTS OF THE PROGRAM PARTICIPANTS, INCLUDING FREE LYFT TRANSPORTATION, WORK READINESS AND CAREER AWARENESS, AND ACCESS TO UNITED WAY'S ESSENTIAL GOODS DISTRIBUTION. IN ADDITION, PARENTS DO NOT NEED TO WORRY ABOUT AFTER-SCHOOL CARE OR SNACKS WHILE THEIR CHILDREN ARE IN THE PROGRAM, WHICH HELPS TO REDUCE THOSE COSTS FOR FAMILIES. IT IS FUNDED THROUGH THE 21ST CENTURY COMMUNITY LEARNING CENTERS PROGRAM, WHICH AWARDED UWWP A 5-YEAR GRANT, TO CREATE, IMPLEMENT, AND SUSTAIN THE PROGRAM.EDUCATION UNITED'S MAIN GOALS, MEASURED BY PERFORMANCE INDICATORS, ARE TO PROVIDE SERVICES AND PROGRAMMING THAT IMPROVE BOTH ACADEMIC AND SOCIAL-EMOTIONAL OUTCOMES FOR STUDENTS, SUPPORT THE FAMILIES OF THESE STUDENTS, AND FOSTER INCREASED COMMUNITY INVOLVEMENT AMONG KEY STAKEHOLDERS. AN INDEPENDENT EVALUATION FOUND THAT DURING THE 22-23 SCHOOL YEAR, THE PROGRAM HAD THE CONSISTENT ATTENDANCE OF 169 STUDENTS, WITH 95% ACCRUING 15+ HOURS OF ATTENDANCE. ADDITIONALLY, THOSE STUDENTS HAD A 60% INCREASE IN ATTENDANCE FROM 2022-2023, WHICH RESULTED IN A 12% DECREASE IN CHRONICALLY ABSENT STUDENTS FROM 2022-23. FINALLY, THE SCHOOL TEACHERS RECOGNIZED A 50% INCREASE IN CLASSROOM ENGAGEMENT AMONG THE EDUCATION UNITED PROGRAM STUDENTS FROM 2022-2023. THE EVALUATION ALSO FOUND A HIGH LEVEL OF PARENT SATISFACTION WITH PROGRAM SERVICES AND OPERATIONS.

  Expenses $2,970 · Grants $2,970

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

Listed in Part VII

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

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

• BOYS & GIRLS CLUB OF MOUNT VERNON

  $15,000

  COMMUNITY IMPACT

• COMMUNITY RESOURCE CENTER

  $10,000

  COMMUNITY IMPACT

• FEEDING WESTCHESTER

  $10,000

  COMMUNITY IMPACT

• NONPROFIT WESTCHESTER

  $7,500

  COMMUNITY IMPACT

• 914 CARES INC

  $0

  COMMUNITY IMPACT

• AFYA FOUNDATION OF AMERICA

  $0

  COMMUNITY IMPACT

• AIDSFREEAFRICA

  $0

  COMMUNITY IMPACT

• ALL SHADES OF WELLNESS

  $0

  COMMUNITY IMPACT

• ASCENSION FOOD PANTRY

  $0

  COMMUNITY IMPACT

• AUTISM PROJECT - FLOS INC

  $0

  COMMUNITY IMPACT

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

Provenance

Return type

form_990

Tax year

2022

Filed

23 April 2024

IRS schema version

2022v5.0

Source object

202401149349300740

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

The source document this was parsed from is served over the API, which is where bulk and document access live.