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Nonprofiteer
← UNITED WAY OF THE GREATER CAPITAL REGION INC

Form 990 for tax year 2022

Filed by UNITED WAY OF THE GREATER CAPITAL REGION INC.

Totals

Total revenue
$3,428,077
Total expenses
$4,783,328
Contributions and grants received
$3,130,242
Grants paid
$2,041,306
Program service revenue
$0
Investment income
$200,328
Other revenue
$97,507
Total assets, end of year
$11,087,525
Total liabilities, end of year
$2,527,599
Net assets or fund balances, end of year
$8,559,926
Program services expenses (Part IX)
$3,292,782
Management and general expenses
$477,975
Fundraising expenses
$1,012,571
Program service expenses (Part III)
$3,292,782

Program services were 68.8% 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.

  • 1c · Fundraising events

    $208,563

  • 1e · Government grants (contributions)

    $587,981

  • 1f · All other contributions, gifts and grants

    $2,333,698

  • 3 · Investment income

    total $290,169 · excluded $290,169

  • 7a · Gross sales of assets other than inventory

    securities $776,876

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

    securities $866,717

  • 7c · Gain or loss

    securities -$89,841

  • 7d · Net gain or loss

    total -$89,841 · excluded -$89,841

  • 8a · Fundraising events: gross income

    $0

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

    $208,563

  • 8b · Fundraising events: direct expenses

    $261,347

  • 8c · Net income from fundraising events

    total -$261,347 · excluded -$261,347

  • 11a · Other revenue: CONTRACT REVENUE

    total $353,243 · related or exempt $353,243 · excluded $0

  • 11b · Other revenue: MISCELLANEOUS

    total $5,611 · related or exempt $5,611

  • 11e · Other revenue, total

    $358,854

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,041,306 · program services $2,041,306

  • 5 · Compensation of officers, directors and key employees

    total $294,445 · program services $160,251 · management and general $68,655 · fundraising $65,539

  • 7 · Other salaries and wages

    total $1,108,964 · program services $396,973 · management and general $173,611 · fundraising $538,380

  • 8 · Pension plan contributions

    total $43,356 · program services $16,292 · management and general $8,755 · fundraising $18,309

  • 9 · Other employee benefits

    total $98,096 · program services $32,955 · management and general $9,427 · fundraising $55,714

  • 11b · Fees: legal

    total $17,252 · management and general $17,252

  • 11c · Fees: accounting

    total $38,438 · management and general $38,438

  • 11g · Fees: other

    total $298,955 · program services $160,808 · management and general $38,314 · fundraising $99,833

  • 12 · Advertising and promotion

    total $140,695 · program services $48,413 · management and general $19,843 · fundraising $72,439

  • 13 · Office expenses

    total $9,895 · program services $3,201 · management and general $3,717 · fundraising $2,977

  • 14 · Information technology

    total $20,495 · program services $4,280 · management and general $9,600 · fundraising $6,615

  • 16 · Occupancy

    total $87,218 · program services $26,695 · management and general $14,002 · fundraising $46,521

  • 17 · Travel

    total $13,539 · program services $4,331 · management and general $2,243 · fundraising $6,965

  • 20 · Interest

    total $28,154 · management and general $28,154

  • 22 · Depreciation, depletion and amortization

    total $28,072 · program services $7,057 · management and general $4,203 · fundraising $16,812

  • 23 · Insurance

    total $20,011 · program services $5,090 · management and general $2,653 · fundraising $12,268

  • 24a · Other expenses: MISCELLANEOUS

    total $286,000 · program services $283,746 · management and general $1,731 · fundraising $523

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $94,511 · program services $33,076 · management and general $20,685 · fundraising $40,750

  • 24c · Other expenses: OTHER COMMUNITY DISTRIB

    total $48,468 · program services $48,385 · fundraising $83

  • 24d · Other expenses: EMPLOYEE EXPENSE

    total $42,119 · program services $12,960 · management and general $12,029 · fundraising $17,130

  • 24e · All other expenses

    total $23,339 · program services $6,963 · management and general $4,663 · fundraising $11,713

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $640,223 · end of year $515,891

  • 3 · Pledges and grants receivable

    beginning of year $1,339,603 · end of year $1,019,852

  • 4 · Accounts receivable

    beginning of year $25,515 · end of year $302,799

  • 7 · Other notes and loans receivable

    beginning of year $209,196 · end of year $155,640

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

    $1,826,057

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

    $1,128,399

  • 10c · Land, buildings and equipment, net

    beginning of year $162,693 · end of year $697,658

  • 11 · Investments: publicly traded securities

    beginning of year $7,998,239 · end of year $7,823,643

  • 15 · Other assets

    beginning of year $535,468 · end of year $572,042

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,111,581 · end of year $309,567

  • 18 · Grants payable

    beginning of year $424,680 · end of year $937,512

  • 25 · Other liabilities

    beginning of year $0 · end of year $1,280,520

  • 27 · Net assets without donor restrictions

    beginning of year $8,663,218 · end of year $7,832,794

  • 28 · Net assets with donor restrictions

    beginning of year $711,458 · end of year $727,132

Mission and programs · 2022

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 $2,387,652 · Grants $1,474,993

  • 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 $566,313 · Grants $566,313

  • 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 $214,979

  • STATE EMPLOYEE FEDERATED APPEAL (SEFA) IS AN ANNUAL FUND-RAISING CAMPAIGN THAT OCCURS DURING THE FALL SEASON. THE PROGRAM WAS ESTABLISHED TO ACCOMMODATE THE WISHES OF NEW YORK STATE EMPLOYEES WHO WANTED A SINGLE FUND-RAISING CAMPAIGN THAT WOULD REDUCE MULTIPLE CHARITIABLE SOLICATIONS.

    Expenses $123,838 · Revenue $358,854

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

Listed in Part VII

  • Matt Cutler

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Selica Grant

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Charles Day

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Marcia Cognetta

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Annie Berdar

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Rachel Bailey

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Rich Asner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Patricia Beck

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Kylie Marine

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Roger Ramsammy

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Eric Lacoppola

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Frank Koncewicz

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Dan Lynch

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Carmen Maciariello

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Veronica Hanley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Joe Bonilla

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Samuel Trimboli

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Brian Barr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Jim Malatras

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Andrew Willette

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Romel Wilson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Alicia Suarez

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Melissa Wolf

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Ethan Chevrette

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Lee McElroy

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Alfredo Medina

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Michael Aaron Poindexter

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Ryan Case

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Carm Basile

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • John Kearney

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • David Demarco

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Brian O'Grady

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Brian Sano

    RD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Amber Schiller

    CFO

    Total calculated
    $121,436
    From this org
    $113,158
    From related orgs
    $0
    Other
    $8,278
    Hours/week
    35 + 1 related

  • Peter Gannon

    CEO

    Total calculated
    $240,027
    From this org
    $203,477
    From related orgs
    $0
    Other
    $36,550
    Hours/week
    35 + 1 related

    Schedule J breakdown matched by us

    Base
    $203,477
    Bonus
    $0
    Other
    $0
    Deferred
    $8,280
    Nontaxable benefits
    $28,270
    Filer's total
    $240,027

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

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

Provenance

Return type
form_990
Tax year
2022
Filed
7 May 2024
IRS schema version
2022v5.0
Source object
202401299349301760

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

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