2023-11-14T10:25:54-06:00 2022-12-31 811151551 DARCY ALDOUS CPA PC 142 AUTUMN RIDGE CIRCLE ITHACA NY 14850 990 2022-01-01 160929038 UNITED WAY OF DELAWARE AND OTSEGO COUNTI UNIT 6074328006 PO BOX 631 ONEONTA NY 13820 ELIZABETH MONACO EXECUTIVE DIRECTOR 6074328006 2023-11-14 1 ELIZABETH MONACO 999009999 1 DARCY ALDOUS P01221791 6073194847 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X JENNIFER TELESKY PO BOX 631 ONEONTA NY 13820 228470 0 X WWW.UNITEDWAYDO.ORG X 1969 NY UNITED WAY OF DELAWARE AND OTSEGO COUNTIES ASSUMES A PROACTIVE ROLE IN WORKING COLLABORATIVELY WITH ORGANIZATIONS TO MAXIMIZE THE EFFECT OF LIMITED RESOURCES IN MEETING HEALTH AND HUMAN SERVICE NEEDS. UNITED WAY IS COMMITTED TO DOING IT UTMOST WITHIN ITS MEANS TO PROVIDE RESOURCES TO MEET THE NEEDS BASED ON A COMPREHENSIVE ASSESSMENT OF THE REGIONAL POPULATION. FURTHER, IT IS COMMITTED TO MAINTAINING AN ORGANIZATIONAL STRUCTURE AND APPROPRIATE STAFF WHICH IS RESPONSIVE AND DYNAMIC IN MEETING THE ABOVE GOALS. X 20 16 0 0 0 0 174258 227854 0 0 555 616 0 0 174813 228470 28750 50134 0 0 0 0 0 0 14802 60310 78662 89060 128796 85753 99674 898183 0 3862 0 894321 0 X UNITED WAY OF DELAWARE AND OTSEGO COUNTIES ASSUMES A PROACTIVE ROLE IN WORKING COLLABORATIVELY WITH ORGANIZATIONS TO MAXIMIZE THE EFFECT OF LIMITED RESOURCES IN MEETING HEALTH AND HUMAN SERVICE NEEDS. UNITED WAY IS COMMITTED TO DOING IT UTMOST WITHIN ITS MEANS TO PROVIDE RESOURCES TO MEET THE NEEDS BASED ON A COMPREHENSIVE ASSESSMENT OF THE REGIONAL POPULATION. FURTHER, IT IS COMMITTED TO MAINTAINING AN ORGANIZATIONAL STRUCTURE AND APPROPRIATE STAFF WHICH IS RESPONSIVE AND DYNAMIC IN MEETING THE ABOVE GOALS. 0 0 96131 50134 THE UNITED WAY OF DELAWARE AND OTSEGO COUNTIES RAISES AND ALLOCATES FUNDS FOR LOCAL HEALTH AND HUMAN SERVICE PROGRAMS THAT ADDRESS THE NEEDS OF THE POOR AND WORKING POOR. FUNDS RAISED ARE AWARDED TO PROGRAMS, NOT OVERALL AGENCIES, THAT FOCUS ON HEALTH, EDUCATION AND FINANCIAL STABILITY. THIS IS DONE THROUGH A COMPETITIVE APPLICATION PROCESS. APPLICANTS ARE ASKED TO DEMONSTRATE THAT THEIR 501(C)3 ORGANIZATION HAS SUSTAINABILITY, MEASURABLE OUTCOMES, AND FITS INTO A SPECIFIC IMPACT AREA. THE IMPACT AREAS INCLUDE CHILDREN AND FAMILIES, AGING POPULATION, POVERTY AND SELF-SUFFICIENCY ISSUES. AWARDS ARE MADE ANNUALLY AND ARE OPEN TO ANY 501(C)3 ORGANIZATION THAT FITS THE ABOVE DESCRIBED CRITERIA. 96131 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 20 16 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X X X ELIZABETH MONACO 6074328006 31 MAPLE STREET PO BOX 631 ONEONTA NY 13820 KAREN SASTRI BOARD MEMBER 5.00 X 0 0 0 REBECCA GRAHAM BOARD MEMBER 5.00 X 0 0 0 KELLY COLOSI BOARD MEMBER 5.00 X 0 0 0 NICK COLOSI BOARD MEMBER 5.00 X 0 0 0 BRANDON WOODCOCK BOARD MEMBER 5.00 X 0 0 0 JOHN WATT BOARD MEMBER 5.00 X 0 0 0 MARCIA WATT VICE CHAIR 5.00 X X 0 0 0 MEGAN CARNACHAN BOARD MEMBER 5.00 X 0 0 0 BRIAN REID BOARD MEMBER 5.00 X 0 0 0 JENNIFER TELESKY CHAIR 5.00 X X 0 0 0 ANNETTE BURNS TREASURER 5.00 X X 0 0 0 KATIE CONRON BOARD MEMBER 5.00 X 0 0 0 TRACEY PORACK BOARD MEMBER 5.00 X 0 0 0 SHELLY BARTOW SECRETARY 5.00 X X 0 0 0 AMANDA HOLLAND BOARD MEMBER 5.00 X 0 0 0 MIRIAM MURRAY BOARD MEMBER 5.00 X 0 0 0 MATTHEW LAKE BOARD MEMBER 5.00 X 0 0 0 KELLY AMES BOARD MEMBER 5.00 X 0 0 0 ETHAN WHITE BOARD MEMBER 5.00 X 0 0 0 ABBEY WOODCOCK BOARD MEMBER 5.00 X 0 0 0 ELIZABETH MONACO EXECUTIVE DIRECTOR 40.00 X 0 70000 15928 0 70000 15928 0 0 0 0 0 16146 211708 227854 616 616 228470 0 0 616 50134 50134 35000 11667 11667 11666 2500 2500 175 175 2478 826 826 826 500 500 770 77 693 COMMUNITY INITIATIVES 31387 31387 DUES AND SUBSCRIPTIONS 3105 1035 1035 1035 MISCELLANEOUS 1401 467 467 467 CAMPAIGN COSTS 1346 538 808 128796 96131 17863 14802 112197 0 98517 0 42952 0 0 0 0 0 0 0 0 0 0 11383 0 0 0 0 633134 0 898183 0 3862 3862 0 X 120717 0 773604 0 894321 0 898183 0 X 99674 487 -994482 X X 0 1 X 1 0 X 189908 266306 149397 174258 227854 1007723 189908 266306 149397 174258 227854 1007723 1007723 1105 643 133 555 616 3052 1010775 0.99700 0.99410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56876 0 0 0 56876 56876 56876 56876 56876 56876 305 222 83 56876 57944 250 1258 60 56876 1.00000 0 0 0 1 FAMILY PLANNING OF SCNY 37 DIETZ STREET NORWICH NY 13815 161005972 501(C)3 9802 0 ACCESS TO HEALTH CARE RURAL HEALTH NETWORK OF SCNY PO BOX 416 NORWICH NY 13815 223568461 501(C)3 9460 0 CONNECTION TO CARE PART I, LINE 2: MID YEAR SITE VISITS TO COMPARE GRANT APPLICATION ACCOMPLISHMENTS TO ACTUAL ACCOMPLISHMENTS CASH 2022-12-31 269596 BOOK VALUE 160998159 CHENANGO UNITED WAY INC 83 NORTH BROAD STREET FRONT SUITE NORWICH NY 13815 501(C)3 GRANT, PLEDGE RECEIVABLES 2022-12-31 78780 BOOK VALUE 160998159 CHENANGO UNITED WAY INC 83 NORTH BROAD STREET FRONT SUITE NORWICH NY 13815 501(C)3 MICRO-LOAN RECEIVABLE 2022-12-31 1200 BOOK VALUE 160998159 CHENANGO UNITED WAY INC 83 NORTH BROAD STREET FRONT SUITE NORWICH NY 13815 501(C)3 1 0 0 0 1 1 1 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: ENTIRE BOARD OF DIRECTORS PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: THE ENTIRE BOARD OF DIRECTORS IS ALSO THE BOARD OF DIRECTORS OF THE ORGANIZATION WHO THEY ARE MERGING WITH (SOLE MEMBER) FORM 990, PART VI, SECTION A, LINE 2 THERE ARE TWO SETS OF BOARD MEMBERS WHO ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS CHENANGO UNITED WAY, INC FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER APPOINTS AND APPROVES ALL BOARD MEMBERS FORM 990, PART VI, SECTION B, LINE 11B EACH YEAR THE EXECUTIVE DIRECTOR AND THE BOARD TREASURER WILL REVIEW THE FORM 990 FOR ACCURACY AND COMPLETION. THE AUDIT AND FORM 990 WILL BE REVIEWED WITH THE FINANCE/AUDIT COMMITTEE BEFORE SUBMISSION. THE FINAL AUDIT AND FORM 990 WILL ALSO BE PRESENTED TO THE BOARD OF DIRECTORS EACH YEAR. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS, STAFF AND VOLUNTEERS PLEDGE TO ACCEPT THIS CODE AS A MINIMUM GUIDELINE FOR ETHICAL CONDUCT AND STEWARDSHIP SHALL PROVIDE WRITTEN VERIFICATION THAT THEY WILL COMPLY WITH THIS POLICY ON AN ANNUAL BASIS. DEFINITIONS - CONFLICT OF INTEREST EXISTS WHEN A MATTER TO BE ACTED UPON BY THE BOARD OF DIRECTORS OR AN ACTING SUBCOMMITTEE OF THE BOARD CONFERS A DIRECT, SUBSTANTIAL BENEFIT TO ANY DIRECTOR, BUSINESS OR AGENCY FROM WHICH THE DIRECTOR OF THE BOARD DERIVES AN INCOME OF HAS AUTHORITY IN GOVERNANCE. ATTENTION - A DIRECTOR SHALL ABSTAIN FROM VOTING ON ANY MATTER BEFORE THE BOARD WHICH PLACES HIM OR HER IN A CONFLICT OF INTEREST, PARTICULAR IN REGARD TO MATTERS INVOLVING MEMBER AGENCIES. PROCEDURES - PRIOR TO VOTING ON MATTERS IN WHICH A POTENTIAL CONFLICT OF INTEREST EXISTS FOR ANY DIRECTOR, THE BOARD CHAIR SHALL INQUIRE WHETHER ANY DIRECTOR OF THE BOARD DESIRES TO OBSTAIN FROM VOTING BECAUSE OF A CONFLICT OF INTEREST, AND ANY DIRECTOR OF THE BOARD SHALL DECLARE THAT HE OR SHE ABSTAINS FROM VOTING DUE TO A CONFLICT OF INTEREST. PRIOR TO VOTING ON ANY MATTER, A DIRECTOR OF THE BOARD MAY REQUEST BY ANOTHER DIRECTOR OF THE BOARD TO ABSTAIN FROM VOTING DUE TO A CONFLICT OF INTEREST. IF THE CHALLENGED DIRECTOR REFUSES TO ABSTAIN FROM VOTING AS REQUESTED, THE BOARD CHAIR SHALL IMMEDIATELY CALL FOR A VOTE OF THE DIRECTORS TO DETERMINE WHETHER THE CHALLENGED DIRECTOR IS IN CONFLICT OF INTEREST AND SHALL BE REQUIRED TO ABSTAIN FROM VOTING ON THE MATTER OF THE BOARD. IF A TWO-THIRDS (2/3) MAJORITY OF THE DIRECTORS PRESENT VOTES TO REQUIRE ATTENTION OF THE CHALLENGED DIRECTOR, THE DIRECTOR SHALL NOT BE PERMITTED TO VOTE. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE ANNUAL FINANCIAL STATEMENTS, AUDIT AND FORM 990 WILL BE MADE AVAILABLE TO THE COMMUNITY BY REQUEST. ALSO, COPIES MAY BE FOUND ON THE CHARITIES BUREAU WEBSITE. FORM 990, PART XI, LINE 9: LOSS ON PERPETUAL TRUST -69,371. MERGER WITH CHENANGO UNITED WAY INC -925,111. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS. CHENANGO UNITED WAY INC 83 NORTH BROAD STREET FRONT SUITE NORWICH NY 13815 160998159 BUILDS PARTNERSHIPS AND MAXIMIZED RESOURCES TO IMPROVE LIFE FOR RESIDENTS NY 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0