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Nonprofiteer
← UNITED WAY OF THE GREATER CAPITAL REGION INC

Form 990 for tax year 2023

Filed by UNITED WAY OF THE GREATER CAPITAL REGION INC.

Totals

Total revenue
$4,556,136
Total expenses
$3,820,035
Contributions and grants received
$3,044,747
Grants paid
$593,812
Program service revenue
$0
Investment income
$877,883
Other revenue
$633,506
Total assets, end of year
$11,373,972
Total liabilities, end of year
$1,463,330
Net assets or fund balances, end of year
$9,910,642
Program services expenses (Part IX)
$2,101,158
Management and general expenses
$591,295
Fundraising expenses
$1,127,582
Program service expenses (Part III)
$2,101,158

Program services were 55.0% 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)

    $551,966

  • 1f · All other contributions, gifts and grants

    $2,492,781

  • 3 · Investment income

    total $301,000 · excluded $301,000

  • 7a · Gross sales of assets other than inventory

    securities $1,262,854 · other assets $700,000

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

    securities $1,260,058 · other assets $125,913

  • 7c · Gain or loss

    securities $2,796 · other assets $574,087

  • 7d · Net gain or loss

    total $576,883 · excluded $576,883

  • 8a · Fundraising events: gross income

    $117,741

  • 8b · Fundraising events: direct expenses

    $105,619

  • 8c · Net income from fundraising events

    total $12,122 · excluded $12,122

  • 11a · Other revenue: CONTRACT REVENUE

    total $352,490 · related or exempt $352,490

  • 11b · Other revenue: MISCELLANEOUS

    total $268,894 · related or exempt $268,894

  • 11e · Other revenue, total

    $621,384

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $593,812 · program services $593,812

  • 5 · Compensation of officers, directors and key employees

    total $339,107 · program services $111,905 · management and general $115,297 · fundraising $111,905

  • 7 · Other salaries and wages

    total $1,134,886 · program services $462,349 · management and general $133,190 · fundraising $539,347

  • 8 · Pension plan contributions

    total $18,322 · program services $7,462 · management and general $785 · fundraising $10,075

  • 9 · Other employee benefits

    total $76,749 · program services $24,372 · management and general $6,873 · fundraising $45,504

  • 11g · Fees: other

    total $706,178 · program services $423,396 · management and general $144,891 · fundraising $137,891

  • 12 · Advertising and promotion

    total $121,304 · program services $38,438 · management and general $36,604 · fundraising $46,262

  • 13 · Office expenses

    total $11,605 · program services $3,826 · management and general $4,568 · fundraising $3,211

  • 14 · Information technology

    total $24,919 · program services $7,426 · management and general $7,380 · fundraising $10,113

  • 16 · Occupancy

    total $101,717 · program services $29,822 · management and general $20,572 · fundraising $51,323

  • 17 · Travel

    total $14,265 · program services $5,679 · management and general $69 · fundraising $8,517

  • 20 · Interest

    total $57,556 · management and general $57,556

  • 22 · Depreciation, depletion and amortization

    total $180,876 · program services $45,219 · management and general $27,131 · fundraising $108,526

  • 23 · Insurance

    total $8,057 · program services $2,574 · management and general $2,595 · fundraising $2,888

  • 24a · Other expenses: MISCELLANEOUS

    total $285,111 · program services $285,111

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $70,901 · program services $28,723 · management and general $20,984 · fundraising $21,194

  • 24c · Other expenses: OTHER COMMUNITY DISTRIB

    total $30,607 · program services $19,839 · fundraising $10,768

  • 24d · Other expenses: EMPLOYEE EXPENSE

    total $26,621 · program services $6,119 · management and general $8,413 · fundraising $12,089

  • 24e · All other expenses

    total $17,442 · program services $5,086 · management and general $4,387 · fundraising $7,969

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $515,891 · end of year $881,020

  • 3 · Pledges and grants receivable

    beginning of year $1,019,852 · end of year $888,666

  • 4 · Accounts receivable

    beginning of year $302,799 · end of year $855,815

  • 7 · Other notes and loans receivable

    beginning of year $155,640 · end of year $155,640

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

    $787,547

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

    $237,845

  • 10c · Land, buildings and equipment, net

    beginning of year $697,658 · end of year $549,702

  • 11 · Investments: publicly traded securities

    beginning of year $7,823,643 · end of year $7,427,123

  • 15 · Other assets

    beginning of year $572,042 · end of year $616,006

  • 17 · Accounts payable and accrued expenses

    beginning of year $309,567 · end of year $345,035

  • 18 · Grants payable

    beginning of year $937,512 · end of year $225,000

  • 25 · Other liabilities

    beginning of year $1,280,520 · end of year $893,295

  • 27 · Net assets without donor restrictions

    beginning of year $7,832,794 · end of year $9,131,433

  • 28 · Net assets with donor restrictions

    beginning of year $727,132 · end of year $779,209

Mission and programs · 2023

Mission

TO IMPROVE PEOPLES' LIVES THROUGH THE INVESTMENT OF COMMUNITY RESOURCES. THE VISION IS TO BE THE LEADER IN BRINGING PEOPLE AND RESOURCES TOGETHER TO ACHIEVE MEASURABLE AND SUSTAINABLE IMPROVEMENTS IN THE QUALITY OF LIFE IN OUR COMMUNITIES.

Activities or mission (Part I)

UNITED WAY OF THE GREATER CAPITAL REGION'S MISSION IS TO IMPROVE PEOPLES' LIVES THROUGH THE INVESTMENT OF COMMUNITY RESOURCES. THE VISION IS TO BE THE LEADER IN BRINGING PEOPLE AND RESOURCES TOGETHER TO ACHIEVE MEASURABLE AND SUSTAINABLE IMPROVEMENTS IN THE QUALITY OF LIFE IN OUR COMMUNITIES.

  • UWGCR'S COMMUNITY IMPACT INITATIVES ARE THE HEART OF OUR MISSION "TO ADVANCE THE COMMON GOOD." WITH EVERYONE'S HELP, UWGCR CREATES OPPORTUNITIES FOR A BETTER LIFE BY FOCUSING ON MEETING BASIC NEEDS, A QUALITY EDUCATION THAT LEADS TO A BETTER JOB, WHICH PROVIDES A STABLE FAMILY INCOME, AND GOOD HEALTH.

    Expenses $733,196 · Grants $2,484

  • DONORS CAN CHOOSE TO CONTRIBUTE TO UNITED WAY'S COMMUNITY CARE FUND (DISCUSSED ABOVE), OR TO A SPECIFIC UWGCR INITIATIVE (SOME OF WHICH ARE DISCUSSED BELOW). ADDITIONALLY, DONORS MAY CHOOSE TO DONATE TO OTHER NON-PROFIT 501(C)(3) AGENCIES. THESE FUNDS ARE COLLECTED, AND DISTRIBUTED QUARTERLY TO THE DESIGNATED AGENCIES.

    Expenses $591,328 · Grants $591,328

  • 2-1-1 IS AN EASY-TO-REMEMBER PHONE NUMBER THAT CONNECTS CALLERS TO FREE INFORMATION ABOUT HEALTH AND HUMAN SERVICES AVAILABLE IN THEIR COMMUNITY. UNITED WAY'S 2-1-1 NORTHEAST REGION ACTIVITIES COVER 21 COUNTIES, ARE AVAILABLE 10 HOURS A DAY, 7 DAYS A WEEK, OR 24 HOURS A DAY ONLINE, WITH HELP AVAILABLE IN 240 LANGUAGES. WHEN PEOPLE GET ASSISTANCE TO OVERCOME LIFE'S CHALLENGES, THEY ARE LESS LIKELY TO EXPERIENCE LONG-TERM PROBLEMS THAT AFFECT THEIR FAMILIES AND COMMUNITY.

    Expenses $155,250

  • Expenses $621,384 · Revenue $621,384

As filed on the 2023 return.

Listed in Part VII

  • Brian Sano

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Eric Lacoppola

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • John Kearney

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Alicia Suarez

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Ana Killings

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Andrew Willette

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Annie Berdar

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Brian Barr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Brian O'Grady

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Carm Basile

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Carmen Maciariello

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Charles Day

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Ethan Chevrette

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Frank Koncewicz

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Jim Malatras

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Joe Bonilla

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Kristie Bowers

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Kylie Deweese

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Marcia Cognetta

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Melissa Bennett

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Melissa Wolf

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Michael Aaron Poindexter

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Mike Mastropietro

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Patricia Beck

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Rich Asner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Richard Dewey

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Romel Wilson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Ryan Case

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Sam Trimboli

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Selica Grant

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Simone Brooks

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Veronica Hanley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Brandi Landy

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Peter Gannon

    CEO

    Total calculated
    $231,604
    From this org
    $195,831
    From related orgs
    $0
    Other
    $35,773
    Hours/week
    35 + 1 related

    Schedule J breakdown matched by us

    Base
    $195,831
    Bonus
    $0
    Other
    $0
    Deferred
    $14,262
    Nontaxable benefits
    $21,511
    Filer's total
    $231,604

  • David Barron

    CFO

    Total calculated
    $63,045
    From this org
    $61,306
    From related orgs
    $0
    Other
    $1,739
    Hours/week
    35 + 1 related

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

  • 1a · Health or social club dues or initiation fees
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Approval by the board or compensation committee

Answered no

  • 1b · Written policy on the line-1a expenses
  • 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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • THE BLAKE ANNEX

    501(C)(3) · NONPROFIT SUPPORT · NY

    Directly controlled by UNITED WAY OF THE GRATER CAPITAL REGION

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202521359349307837

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