2024-05-15T11:08:10-05:00 2023-06-30 232226550 MCGRAIL MERKEL QUINN & ASSOCIATES PC 1173 CLAY AVENUE SCRANTON PA 18510 990 2022-07-01 240824164 UNITED WAY OF LACKAWANNA AND WAYNE COUNTIES UNIT 5703431267 615 JEFFERSON AVE 304 SCRANTON PA 18510 JACK R EVANS SENIOR VICE PRESIDENT / CFO 5703431267 2024-05-14 1 JACK EVANS 999009999 1 MARY ANN NOVAK CPA P01056330 5709610345 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JACK R EVANS 615 JEFFERSON AVENUE STE 304 SCRANTON PA 18510 4338103 0 X WWW.UWLC.NET X 1921 PA TO IMPROVE THE QUALITY OF LIFE OF THE PEOPLE OF LACKAWANNA AND WAYNE COUNTIES AND SURROUNDING COMMUNITIES BY SERVING AS A CATALYST FOR COMMUNITY PROBLEM SOLVING AND BY CONDUCTING AN EFFICIENT, ENCOMPASSING VOLUNTEER FUNDRAISING EFFORT TO POSITIVELY IMPACT THE COMMUNITY'S MOST COMPELLING SOCIAL PROBLEMS. 33 33 17 724 0 0 3057035 3565627 0 0 200387 117321 110501 150675 3367923 3833623 1635725 1780719 0 0 1003158 1074713 0 0 289412 589458 331529 3228341 3186961 139582 646662 8468724 9215119 740811 674095 7727913 8541024 X TO IMPROVE THE QUALITY OF LIFE OF THE PEOPLE OF LACKAWANNA AND WAYNE COUNTIES AND SURROUNDING COMMUNITIES BY SERVING AS A CATALYST FOR COMMUNITY PROBLEM SOLVING AND BY CONDUCTING AN EFFICIENT, ENCOMPASSING VOLUNTEER FUNDRAISING EFFORT TO POSITIVELY IMPACT THE COMMUNITY'S MOST COMPELLING SOCIAL PROBLEMS. 0 0 2558347 1780719 ALLOCATIONS, SCHOLARSHIPS, AND GRANTS TO VARIOUS HEALTH & WELFARE ORGANIZATIONS WHO ADMINISTER A WIDE VARIETY OF SOCIAL SERVICE PROGRAMS 2558347 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 12 0 1 17 1 0 0 0 0 0 0 0 0 0 0 X 33 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X JACK R EVANS 5703431267 615 JEFFERSON AVE STE 304 SCRANTON PA 18510 GEORGE LYNETT JR CHAIRMAN 1.00 X X 0 0 0 JASON KAVULICH SENIOR VICE CHAIRMAN 1.00 X X 0 0 0 DEB KOLSOVSKY VICE CHAIRMAN - RESOURCE D 1.00 X X 0 0 0 DR PAT DUNLEAVY VICE CHAIRMAN - COMMUNITY 1.00 X X 0 0 0 TOM DONOHUE VICE CHAIRMAN - COMM IMPAC 1.00 X X 0 0 0 JIM MIRABELLI TREASURER 1.00 X X 0 0 0 DR ERIN KEATING SECRETARY 1.00 X X 0 0 0 PJ DEMPSEY BOARD MEMBER 1.00 X 0 0 0 JASON KAVULICH BOARD MEMBER 1.00 X 0 0 0 MICHAEL CORDARO BOARD MEMBER 1.00 X 0 0 0 JOHN MARSICO BOARD MEMBER 1.00 X 0 0 0 RANDY PALKO BOARD MEMBER 1.00 X 0 0 0 JOHN HOLLAND BOARD MEMBER 1.00 X 0 0 0 WALTER SARAFINKO BOARD MEMBER 1.00 X 0 0 0 ALEX FRIED BOARD MEMBER 1.00 X 0 0 0 STEPHANIE VERGNETTI BOARD MEMBER 1.00 X 0 0 0 JILL GEORGE BOARD MEMBER 1.00 X 0 0 0 MATTHEW KNOWLES BOARD MEMBER 1.00 X 0 0 0 JILLIAN JONES BOARD MEMBER 1.00 X 0 0 0 DREW SIMPSON BOARD MEMBER 1.00 X 0 0 0 TIMOTHY MALONEY BOARD MEMBER 1.00 X 0 0 0 KIMBERLY MCHALE BOARD MEMBER 1.00 X 0 0 0 CURT CAMONI BOARD MEMBER 1.00 X 0 0 0 ANTHONY BANTELL BOARD MEMBER 1.00 X 0 0 0 DR MARWAN WAFA BOARD MEMBER 1.00 X 0 0 0 JEFF WITTS BOARD MEMBER 1.00 X 0 0 0 MIKE HANLEY BOARD MEMBER 1.00 X 0 0 0 RANDY WILLIAMS BOARD MEMBER 1.00 X 0 0 0 PETER MAIER BOARD MEMBER 1.00 X 0 0 0 JACK PRICE BOARD MEMBER 1.00 X 0 0 0 CHANDRA SITAULA BOARD MEMBER 1.00 X 0 0 0 JUDGE MICHAEL BARRASSE BOARD MEMBER 1.00 X 0 0 0 JUDY GRAZIANO HONORARY LIFETIME MEMBER 1.00 X 0 0 0 GARY DRAPEK PRESIDENT 40.00 X 116817 0 18907 JACK R EVANS SR VP / CFO 40.00 X 76388 0 12182 WILLIAM COCKERILL AFL/CIO COMMUNITY SERVICE LIASON 40.00 X 45704 0 9041 MARGARET KOPKO VP COMMUNITY SERVICE 40.00 X 62070 0 6147 BARRY SYNDER VP COMMUNITY MARKETING 40.00 X 48014 0 3946 348993 0 50223 1 0 0 0 0 3286816 231651 47160 47160 3565627 130462 130462 431561 444702 -13141 -13141 -13141 145690 59778 85912 85912 ADMINISTRATIVE FEE 561000 52207 52207 FEMA AND STATE REIMBUR 561000 8486 8486 BENEFICIAL INTEREST IN 900099 4070 4070 64763 3833623 64763 0 203233 1780719 1780719 423194 168067 182680 72447 448339 268547 62396 117396 140750 76190 29411 35149 62430 31626 16928 13876 15000 7500 3525 3975 26678 13339 6269 7070 7774 3887 1827 2060 59939 29971 14700 15268 39470 19736 9867 9867 45420 45420 12098 6050 3024 3024 12211 6105 3053 3053 CAMPAIGN AND PUBLIC REL 89439 89439 EQUIPMENT MAINTENANCE 19045 9523 4476 5046 NON-LOCAL TRAVEL AND CO 4053 2027 952 1074 OTHER PROFESSIONAL DUES 350 175 82 93 52 26 12 14 3186961 2558347 339202 289412 100 100 5373172 6158060 323442 249701 177669 179881 45910 53138 527486 482759 49700 44727 2442529 2469240 56202 60272 8468724 9215119 132399 80045 608412 594050 740811 674095 X 5235045 5644981 2492868 2896043 7727913 8541024 8468724 9215119 646662 166449 0 X X 0 1 X 1 0 X 3116717 4200926 3060257 3029602 3286816 16694318 3116717 4200926 3060257 3029602 3286816 16694318 16694318 136762 130975 93444 124479 130462 616122 194854 204290 19939 45551 60693 525327 17835767 0.93600 0.93000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 2502667 210916 164224 2549359 2973806 -331245 139894 2502667 2591423 548164 165781 2973806 2839201 -39253 208525 2591423 2820070 151340 132209 2839201 0.77000 0.00000 0.23000 1 0 293523 292933 590 233963 189826 44137 44727 AGENCY FUNDS 144478 DUE TO DESIGNATED AGENCIES 442590 RESERVE FOR COMMUNITY SERVICES 6982 594050 X 3904122 166449 59778 226227 3677895 26678 129050 155728 3833623 3091011 59778 59778 3031233 26678 129050 155728 3186961 PART V, LINE 4: THE UNITED WAY'S ENDOWMENT FUNDS CONSIST OF THREE INDIVIDUAL TRUST FUNDS; ONE FUND IS DONOR RESTRICTED FOR AGENCY PAYMENTS, AND THE OTHER TWO ARE BOARD-DESIGNATED FUNDS ESTABLISHED FOR VARIOUS PURPOSES. THE UNITED WAY HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENTS WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ACCORDANCE WITH THE FINANCIAL ACCOUNTING STANDARDS BOARD GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S., STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES - GOLF TOURNMAMENT 59,778. PART XI, LINE 4B - OTHER ADJUSTMENTS: DESIGNATED CONTRIBUTIONS RECEIVED 129,050. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES - GOLF TOURNAMENT 59,778. PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATED CONTRIBUTIONS PAID 129,050. GOLF TOURNAMENT 145690 145690 59778 145690 145690 59778 59778 85912 1 AMERICAN RED CROSS NORTHEASTERN PENNSYLVANIA CHAPTER 256 NORTH SHERMAN STREET WILKESBARRE PA 18702 240795383 501(C)(3) 35809 0 TO PROVIDE FUNDING FOR EMERGENCY SERVICES THE ARC OF NORTHEASTERN PA 115 MEADOW AVENUE SCRANTON PA 18505 240838702 501(C)(3) 53500 0 TO PROVIDE FUNDING FOR ADULT DAY CARE AND ADVOCACY SERVICES BOYS AND GIRLS CLUBS OF NEPA 609 ASH STREET SCRANTON PA 18510 240796420 501(C)(3) 67917 0 TO PROVIDE FUNDING FOR FITNESS AND SKILL DEVELOPMENT AND OUT OF SCHOOL IMPACT PROGRAMS CATHOLIC SOCIAL SERVICES INC 300 WYOMING AVENUE SCRANTON PA 18503 240818341 501(C)(3) 67192 0 TO PROVIDE FUNDING FOR RELIEF ASSISTANCE COUNSELING AND ST. ANTHONY'S HAVEN DAY NURSERY ASSOCIATION 332 JEFFERSON AVENUE SCRANTON PA 18510 240799342 501(C)(3) 68726 0 TO PROVIDE FUNDING FOR CHILD CARE FINANCIAL AID, SUMMER CAMP AND PRE-K FINANCIAL ASSISTANCE JEWISH COMMUNITY CENTER 601 JEFFERSON AVENUE SCRANTON PA 18510 240795964 501(C)(3) 43961 0 TO PROVIDE FUNDING FOR DAY CAMP, SENIOR ADULT PROGRAMS AND PRE-K FINANCIAL ASSISTANCE JEWISH FAMILY SERVICE OF LACKAWANNA COUNTY 615 JEFFERSON AVENUE SCRANTON PA 18510 240796423 501(C)(3) 63017 0 TO PROVIDE FUNDING FOR MENTAL HEALTH AND COUNSELING SERVICES MEALS ON WHEELS OF NEPA 541 WYOMING AVENUE SCRANTON PA 18509 231856098 501(C)(3) 44549 0 TO PROVIDE MEALS TO ELDERLY SALVATION ARMY 500 S WASHINGTON AVENUE SCRANTON PA 18505 135562351 501(C)(3) 27434 0 TO PROVIDE FUNDING FOR HOUSING ASSISTANCE SCRANTON PRIMARY HEALTH CARE CENTER 959 WYOMING AVENUE SCRANTON PA 18509 232024511 501(C)(3) 90777 0 TO PROVIDE FUNDING FOR UNEMPLOYED/UNINSURED PROGRAM ST JOSEPH'S CENTER 2010 ADAMS AVENUE SCRANTON PA 18509 240795689 501(C)(3) 89758 0 TO PROVIDE FUNDING FOR THE MATERNITY AND MOTHER INFANT HOME PROGRAMS UNITED WAY OF THE GREATER LEHIGH VALLEY 1110 AMERICAN PARKWAY NE ALLENTOWN PA 18109 232657933 501(C)(3) 7133 0 TO PROVIDE DESIGNATIONS FOR PROGRAMS UNITED CEREBRAL PALSY OF NORTHEAST PA 425 WYOMING AVENUE SCRANTON PA 18503 240818346 501(C)(3) 61376 0 TO PROVIDE FUNDING FOR ASSISTED TECHNOLOGY, EARLY INTERVENTION AND HOME SERVICE PROGRAMS UNITED NEIGHBORHOOD CENTERS OF LACKAWANNA COUNTY 425 ALDER STREET SCRANTON PA 18505 240759389 501(C)(3) 228217 0 TO PROVIDE FUNDING FOR VARIOUS PROGRAM SUPPORT AND PRE-K FINANCIAL ASSISTANCE WOMENS RESOURCE CENTER - DOMESTIC VIOLENCE SHELTER ADDRESS CONFIDENTIAL SCRANTON PA 18510 232003915 501(C)(3) 109211 0 TO PROVIDE FUNDING FOR DOMESTIC VIOLENCE SAFE HOUSE AND HEALTHY RELATIONSHIP EDUCATION PROGRAMS YMCA - GREATER SCRANTON 706 N BLAKELY STREET DUNMORE PA 18512 240795516 501(C)(3) 59223 0 TO PROVIDE FUNDING FOR THE SUMMER LEARNING PROGRAM, EARLY LEARNING CENTER, AND PRE-K FINANCIAL ASSISTANCE YMCA - CARBONDALE 82 NORTH MAIN STREET CARBONDALE PA 18407 240795515 501(C)(3) 13391 0 TO PROVIDE PRE-K FINANCIAL ASSISTANCE TRIBORO CHRISTIAN ACADEMY 100 S MAIN STREET OLD FORGE PA 18518 471542141 501(C)(3) 61296 0 TO PROVIDE STUDENT SCHOLARSHIPS AND PRE-K FINANCIAL ASSISTANCE THE LUTHERAN ACADEMY 1546 MONSEY AVE SCRANTON PA 18509 246025305 501(C)(3) 27556 0 TO PROVIDE STUDENT SCHOLARSHIPS AND PRE-K FINANCIAL ASSISTANCE NORTH POCONO PRESCHOOL 126 BROOK STREET MOSCOW PA 18444 231987582 501(C)(3) 6703 0 TO PROVIDE PRE-K FINANCIAL ASSISTANCE HELPING HANDS 301 SILLER DRIVE HAZELTON PA 18201 232981439 N/A 8867 0 TO PROVIDE PRE-K FINANCIAL ASSISTANCE DISCOVERY MI PRESCHOOL 1301 BEECH STREET SCRANTON PA 18505 475504807 501(C)(3) 48651 0 TO PROVIDE PRE-K FINANCIAL ASSISTANCE SUMMIT CHRISTIAN ACADEMY 660 GRIFFIN POND ROAD SOUTH ABINGTON TWP PA 18411 271962061 501(C)(3) 27525 0 TO PROVIDE STUDENT SCHOLARSHIPS AND PRE-K FINANCIAL ASSISTANCE TINY TOTS 402 GRACE STREET OLD FORGE PA 18518 232775435 N/A 12107 0 TO PROVIDE PRE-K FINANCIAL ASSISTANCE WELLKIND SCHOOL FOR EARLY LEARNERS 515 FIG STREET SCRANTON PA 18505 232981780 N/A 12300 0 TO PROVIDE PRE-K FINANCIAL ASSISTANCE LACKAWANNA BLIND ASSOCIATION 123 WYOMING AVENUE SCRANTON PA 18503 240795466 501(C)(3) 34333 0 TO PROVIDE FUNDING FOR THE LIFE ENRICHMENT AND PREVENTION OF BLINDNESS PROGRAMS NEIGHBORWORKS NORTHEASTERN PA 815 SMITH STREET SCRANTON PA 18504 232187741 501(C)(3) 70333 0 TO PROVIDE ASSISTANCE FROM THE GIFT OF WARMTH PROGRAM THE DOLLYWOOD FOUNDATION 111 DOLLYWOOD LN PIGEON FORGE TN 37863 621348105 501(C)(3) 56562 0 TO PROVIDE FREE BOOKS FROM THE DOLLY PARTON'S IMAGINATION LIBRARY PROGRAM WAYNE COUNTY AREA AGENCY ON AGING 323 10TH STREET HONESDALE PA 18431 N/A - GOV AGENCY 5167 0 TO PROVIDE ASSISTANCE FROM THE GIFT OF WARMTH PROGRAM UNITED WAY OF WYOMING VALLEY 100 NORTH PENNSYLVANIA AVE WILKESBARRE PA 18701 240831490 501(C)(3) 8940 0 TO PROVIDE DESIGNATIONS FOR PROGRAMS VALLEY VIEW SCHOOL DISTRICT 1 COLUMBUS DRIVE ARCHBALD PA 18403 119358403 N/A 10000 0 TO PROVIDE SCHOLARSHIPS BLACK SCRANTON PROJECT 1902 N MAIN AVENUE SCRANTON PA 18508 842222145 501(C)(3) 7500 0 TO PROVIDE FUNDING FOR UPLIFTING THE CREATIVE AND CULTURAL SPIRIT IN THE SCRANTON AREA SERVING SENIORS INC 116 N WASHINGTON AVE SCRANTON PA 18503 232170730 501(C)(3) 5821 0 TO PROVIDE FUNDING FOR OLDER ADULT ASSISTANCE OUTREACH CENTER FOR COMMUNITY RESOURCES 431 N 7TH AVENUE SCRANTON PA 18503 251562285 501(C)(3) 22935 0 TO PROVIDE FUNDING FOR THE ADULT GED PROGRAM THE BREAD BASKET OF NORTHEASTERN PENNSYLVANIA 550 MADISON AVENUE SCRANTON PA 18510 232319623 501(C)(3) 7500 0 TO PROVIDE SUPPORT FOR FOOD PANTRIES 32 39 PART I, LINE 2: ALL OF THE APPLICANTS FOR ALLOCATIONS SUBMIT REQUESTS FOR FUNDING FOR SPECIFIC PURPOSES AND PROGRAMS. DURING THE YEAR AND AT THE COMPLETION OF THE PROGRAM, THE ORGANIZATIONS ARE REQUIRED TO SUBMIT FINANCIAL INFORMATION TO THE UNITED WAY SO THAT CURRENT ALLOCATIONS CAN BE MONITORED AND FUTURE ALLOCATIONS CAN BE ADJUSTED BASED ON SPENDING AND NEED. ALLOCATIONS ARE BUDGETED IN ADVANCE BUT CAN BE CHANGED IF FUNDS ARE NOT SPENT IN ACCORDANCE WITH THE ORIGINAL FUNDING PURPOSE. X IN-KIND LOCAL MEDIA 1 47160 VALUE OF IN-KIND MAR 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS SUBMITTED TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE MEMBERS OF THE BOARD, DIRECTORS, AND EMPLOYEES ARE CONSTANTLY ASSESSING ACTIVITIES AND INDIVIDUALS INVOLVED WITHIN THE ORGANIZATION TO DETERMINE ANY POTENTIAL CONFLICTING ACTIONS AND THE PROPER REMEDIAL ACTIONS TO FOLLOW IN THE CASE OF SUCH BREACH OF THE POLICY. AN ANNUAL CONFLICT OF INTEREST AND CODE OF ETHICS QUESTIONNAIRE IS COMPLETED BY ALL BOARD MEMBERS AND STAFF. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS ANNUALLY REVIEWS THE COMPENSATION OF EMPLOYEES BASED ON SERVICE, QUALITY PERFORMANCE IN ASSIGNED POSITIONS, ETC. THE BOARD USES VARIOUS BENCHMARKS TO COMPARE CURRENT COMPENSATION AND DETERMINE THE NEED FOR INCREASES OR DECREASES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL APPLICABLE DOCUMENTATION AVAILABLE TO THE PUBLIC BY REQUEST. INQUIRIES CAN BE MADE TO THE UNITED WAY OF LACKAWANNA AND WAYNE COUNTIES, LOCATED AT 615 JEFFERSON AVENUE, SCRANTON, PA 18510. FORM 990, PART XII, LINE 2C THERE HAVE BEEN NO CHANGES IN THE REVIEW PROCESS OF THE FINANCIAL STATEMENTS AND RELATED FORM 990 FOR THE UNITED WAY OF LACKAWANNA AND WAYNE COUNTIES AS PERFORMED BY THE BOARD OF DIRECTORS. THE FINANCIAL STATEMENTS AND FORM 990 ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS PRIOR TO FILING.