2023-12-14T10:40:54-08:00 2023-06-30 251381610 Root Spitznas & Smiley Inc 5473 Village Common Dr Suite 205 Erie PA 16506 990 2022-07-01 251053091 United Way of Erie County UNIT 8144562937 650 East Avenue 200 Erie PA 16503 Sally Opferbeck VP Finance & Admin 2023-12-14 true Sally Opferbeck 999009999 true John W Orlando CPA P00318906 8144537731 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z Sally Opferbeck 650 East Avenue 200 Erie PA 16503 6102967 false X www.unitedwayerie.org X 1970 PA United Way of Erie County's mission is to mobilize resources to break the cycle of poverty and improve our community. 24 24 56 403 0 1810225 4491728 278401 819438 336075 751990 26455 30724 2451156 6093880 657007 1152103 0 1201677 2652322 0 441233 862335 1574297 2721019 5378722 -269863 715158 28190253 29437984 769521 807601 27420732 28630383 X United Way of Erie County's mission is to mobilize resources to break the cycle of poverty and improve our community. false false 3027346 727720 819438 Community Schools - This model is a strategy (not a program) for organizing school and community resources around student success. A community school is both a place and set of partnerships that help address health, wellness and the social needs of its students, families and surrounding neighborhood. Schools become centers of the community, open to everyone, all day, every day, evenings and weekends. 517676 424383 520511 Allocations and Community Impact - To achieve our mission of breaking the cycle of poverty and improving our community, we support, fund, and facilitate intentional local partnerships working together under the collective impact model to achieve goals of student success from birth and family stability. Collective impact is a framework to address complex social problems and has five key conditions that produce true collaboration and alignment among the many partner agencies and programs: common agenda, shared measurements, mutually reinforcing activities, continuous communication, and a backbone organization. As part of its Community Impact work, United Way serves as the backbone for our local efforts. 81.98% of this program's expenses were allocated to agencies and programs in 2023. 275071 Imagination Library - Provides a high-quality, age-appropriate book to any child in Erie County under the age of five. Also recruits and trains volunteer Reading Buddies who help parents and caregivers better understand how to read and interact with young children. 189047 4009140 true true false false false false false false false true true false false true false true true false false false false false false false true false false true false true false false false false false false false false true false false false false false false false false true 0 0 true 56 true false false false false false false false 0 false false false false false false false false false false X 24 24 false false false false true true false true true false false true true true true true true true true false PA X X Sally Opferbeck 8144562937 650 East Avenue Erie PA 165073210 Laurie B Root President 37.50 0.00 X 149740 0 17799 Julie Chacona CDO 37.50 0.00 X 93178 0 13877 Sally Opferbeck VP of Fin & Adm 37.50 0.00 X 82502 0 5453 Marcus Atkinson Director 1.00 0.00 X 0 0 0 Janel Bonsell Treasurer 2.00 0.00 X X 0 0 0 Seth Carter Director 1.00 0.00 X 0 0 0 James B Ohrn Board Chair 2.00 0.00 X X 0 0 0 Lorianne Feltz Vice Chair 2.00 0.00 X X 0 0 0 Katie Jones Director 1.00 0.00 X 0 0 0 Mark J Kuhar Secretary 2.00 0.00 X X 0 0 0 Nicole Reitzell Director 1.00 0.00 X 0 0 0 Brian J Polito Director 1.00 0.00 X 0 0 0 James W Grunke Director 1.00 0.00 X 0 0 0 Rhonda Matthews Director 1.00 0.00 X 0 0 0 Colleen Moore-Mezler Director 1.00 0.00 X 0 0 0 Marybeth Smialek Director 1.00 0.00 X 0 0 0 Eric Weislogel Director 1.00 0.00 X 0 0 0 Dana Zaphiris Director 1.00 0.00 X 0 0 0 Gail Cook Director 1.00 0.00 X 0 0 0 Christina L Bernatowicz Director 1.00 0.00 X 0 0 0 Kathryn A Ruffa Director 1.00 0.00 X 0 0 0 James P Teed Director 1.00 0.00 X 0 0 0 Jack Lee Jr Director 1.00 0.00 X 0 0 0 Thomas A Tupitza Director 1.00 0.00 X 0 0 0 Robin Scheppner Director 1.00 0.00 X 0 0 0 Charles Hagerty Director 1.00 0.00 X 0 0 0 James Nuber Jr Director 1.00 0.00 X 0 0 0 Terry L Cascioli Director 1.00 0.00 X 0 0 0 Chrisitine Drabic Director 1.00 0.00 X 0 0 0 Lisa Slomski Director 1.00 0.00 X 0 0 0 325420 37129 1 false true false 0 1500 152194 4338034 96962 4491728 Community School Admin 611710 819438 819438 819438 239230 239230 0 0 0 512760 512760 512760 512760 32060 1500 9087 22973 22973 0 0 Miscellaneous 900099 5012 5012 Service Fees 900099 2739 2739 7751 6093880 1339949 262203 1152103 1152103 0 0 0 362549 162411 144524 55614 0 1808214 1416857 236474 154883 120918 84643 18138 18137 185606 135627 38292 11687 175035 126763 31000 17272 0 0 14250 14250 0 0 177552 177552 521411 359138 78884 83389 0 310492 182029 84473 43990 0 0 37743 21477 11743 4523 16233 15350 153 730 0 93236 35929 31715 25592 0 49142 35462 9886 3794 92954 52894 28921 11139 10364 10364 IL Book Purchases 223022 223022 Miscellaneous 23199 5415 9505 8279 Membership Dues 4699 20 2475 2204 0 5378722 4009140 928349 441233 250 250 3473445 4249324 3140727 2421469 283634 714474 0 0 0 0 39410 42508 1302573 348803 1046723 953770 80049 92642 0 0 0 20126015 20963547 28190253 29437984 279635 304750 95575 92978 394311 409873 769521 807601 X 24590604 25374200 2830128 3256183 27420732 28630383 28190253 29437984 X 715158 433083 61410 X false true X true false X 4433114 4105014 6122998 1832230 4418382 20911738 0 0 4433114 4105014 6122998 1832230 4418382 20911738 0 20911738 92901 5719 87914 69451 184432 440417 0 4190 4945 36659 4450 7751 57995 21410150 1260126 0.97670 0.94400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19709548 565221 1123962 711022 177095 20510614 21626696 30797 -1809685 138260 19709548 19060830 22873 3692334 842300 307041 21626696 18250323 16058 1787264 797000 195815 19060830 16413233 10084 2804385 785600 191779 18250323 true false false 1037138 140673 896465 158880 117261 41619 106555 90869 15686 953770 Beneficial int. in assets held by others 20963547 20963547 X 6327486 433083 96318 61410 590811 5736675 177552 179653 357205 6093880 5117835 96318 96318 5021517 177552 179653 357205 5378722 Part V, Line 4: Intended uses of the endowment fund. Funds are used to support the charitable and educational purposes of the United Way and its affiliated agencies. Part X : FIN48 Footnote The Agency has adopted the provisions of FASB ASC 740, Income Taxes. FASB ASC 740 prescribes a more-likely-than-not threshold for financial statement recognition and measurement of a tax position taken in a tax return. The Agency records any related interest expense and penalties, if any, as a tax expense. For the periods ended June 30, 2023 and June 30, 2022, there were no unrecognized tax benefits or interest and penalty expense incurred. Tax years that remain subject to examination are years 2019 and forward. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Collection of prior year pledges $61410 Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S Donor designations $179653 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S Donor designations $179653 X false PA Imagination Golf Tournament 33560 1500 32060 80 420 4200 2457 1930 33560 1500 32060 80 420 4200 2457 1930 9087 22973 true Achievement Center 4950 West 23rd St Erie PA 16506 250965336 80722 0 POC/DD Booker T Washington Center 1720 Holland Street Erie PA 16503 250398247 16500 0 POC Cystic Fibrosis Assoc of Erie PO Box 11405 Erie PA 16514 251349015 7686 0 DD Erie Arts & Culture 23 West 10th St Ste 2 Erie PA 16501 256085617 8000 0 DD Erie Civic Theatre Associatio 18 West 10th Street Erie PA 16501 251069562 20002 0 POC Gannon University 109 University Square Erie PA 16541 251043578 57650 0 POC GECAC 18 West 9th Street Erie PA 16501 256068246 17084 0 POC/DD Girard School Dist Foundation 1203 Lake Street Girard PA 16417 202176086 5587 0 DD Iroquois SD Foundation 800 Tyndall Avenue Erie PA 16511 562386782 10000 0 POC/DD Journey Healing Together 201 W 11th Street Erie PA 16501 880639921 20000 0 POC Multi-Cultural Community Resource Center 554 East 10th Street Erie PA 16503 251271293 7285 0 POC Safe Harbor Behavioral Health 1330 West 26th Street Erie PA 16508 251317492 317138 0 POC, DD United Way of SW PA 1250 Penn Avenue PO Box 735 Pittsburgh PA 15230 251043578 116081 0 POC/DD 11 2 Grantmaker's Description of How Grants are Used Organizations receiving discretionary funding from the United Way of Erie County undergo intensive pre-screening before being awarded funding, including: an application process that includes explanation of the proposed use and results from use of funding; financial review of the organization to gain a level of assurance that the organization follows sound fiscal policies; verification of compliance with the provisions of the Patriot Act; verification of current status as an IRS Code Section 501(c)(3) nonprofit organization. Organizations are required to provide United Way of Erie County with semi-annual progress reports that show results achieved to date. Organizations are also required to provide United Way of Erie County with a final report at the end of the funding period that shows actual results achieved compared to the proposed results. Organizations receiving donor designated contributions through United Way of Erie County undergo screening prior to the distribution of funding. Such screening includes verification of compliance with the provisions of the Patriot Act and verification of current status as an IRS Code Section 501(c)(3) nonprofit organization. X X X X false false false false false false false false false Laurie B Root President 149740 8304 9495 167539 X 3 67388 FMV X Campaign Incent 9 29574 Comp. Sales false true false Form 990, Part III, Line 4d OTHER PROGRAM SERVICES 4: Imagination Library - Provides a high-quality, age-appropriate book to any child in Erie County under the age of five. Also recruits and trains volunteer Reading Buddies who help parents and caregivers better understand how to read and interact with young children. Form 990, Part VI, Section A, Line 6 The Agency's members are its corporators who are appointed annually by the Board of Directors. A minimum of 125 representatives of the community are appointed. Form 990, Part VI, Section B, Line 11b Form 990 is first reviewed by the organization's volunteer Audit Committee. Upon the Audit Committee's review the Form 990 is then distributed to the full board of directors. After review by the full board the Form 990 is filed with the Internal Revenue Service. Form 990, Part VI, Section B, Line 12c The conflict of interest policy is reviewed annually by officers, directors and key employees at a formal board meeting. The requirement to disclose interests that could give rise to conflicts of interests is emphasized. Form 990, Part VI, Section B, Line 15a An Executive Compensation and Review Committee meets regularly to review the performance of the Chief Executive Officer, and to review and approve compensation for the Chief Executive Officer and Senior Vice President. This committee is composed of the current board chair, several past board chairs, the current secretary/treasurer, and several other board members. Compensation data from other local United Way organizations of similar size and geographic location are used for comparison purposes. The deliberations and decisions of this committee are contemporaneously documented and certified by the board chair. Form 990, Part VI, Section C, Line 19 The organization's governing documents, conflict of interest policy and financial statements are available to the public upon request. In addition, the financial statements are available to download from the organization's website. Form 990, Part XI, Line 9 Collection of prior year pledges = $61410 Form 990 Part I Line 19 The change in net assets consists of the following: W/Donor W/Donor W/O Donor Restriction Restriction Restriction Temporary Permanent TotalChange in net assets per audited financial statements: $ 783,596 $ 481,179 $( 55,124) $ 1,209,651 Unrealized gain (per Note C) of audited f/s) ( 433,083) - - ( 433,083)Collection of prior year pledges ( 61,410) - - ( 61,410)Form 990 Part I, Line 19 $ 289,103 $ 481,179 $( 55,124) $ 715,158 Schedule I Part II Line h The following codes and their definitions are used:Program Operating Cost (POC) - a restricted grant made to an agency in support of the costs associated with a specific program that it operates.Donor Designated for General Support (DD) - an unrestricted grant made to an agency at the direction of the donor(s) in support of its general operating costs.