2024-11-14T12:34:35-06:00 2023-12-31 811151551 DARCY ALDOUS CPA PC 142 AUTUMN RIDGE CIRCLE ITHACA NY 14850 990 2023-01-01 160998159 UNITED WAY OF MID RURAL NEW YORK INC UNIT 6073348815 83 NORTH BROAD STREET FRONT SUITE NORWICH NY 13815 ELIZABETH MONACO EXECUTIVE DIRECTOR 6073348815 2024-11-14 1 1 DARCY ALDOUS P01221791 6073194847 2023 2024-10-15 13:58:12Z X JENNIFER TELESKY 83 NORTH BROAD STREET FRONT SUITE NORWICH NY 13815 812041 0 X WWW.CHENANGOUW.ORG X 1995 NY CHENANGO UNITED WAY BUILDS PARTNERSHIPS AND MAXIMIZES RESOURCES TO IMPROVE THE QUALITY OF LIFE FOR LOCAL RESIDENTS IN THE FOCUS AREAS OF INCOME, EDUCATION AND HEALTH. 18 14 3 0 0 0 430575 604604 0 0 39276 45883 70042 3791 539893 654278 325695 384421 0 0 167714 193564 0 0 94609 116362 157792 609771 735777 -69878 -81499 1633020 2735360 31652 57436 1601368 2677924 X CHENANGO UNITED WAY BUILDS PARTNERSHIPS AND MAXIMIZES RESOURCES TO IMPROVE THE QUALITY OF LIFE FOR LOCAL RESIDENTS IN THE FOCUS AREAS OF INCOME, EDUCATION AND HEALTH. 0 0 525834 384421 HEALTH - PROVIDED FUNDS TO ELIGIBLE PROGRAMS WITH FUNDS COLLECTED VIA ANNUAL CAMPAIGN TO SUPPORT HEALTH FOCUS AREA - INCREASE OPPORTUNITIES TO IMPROVE PEOPLE'S HEALTH BY FOCUSING ON EFFORTS TOWARD DISEASE PREVENTION, MANAGING RISK FACTORS AND INCREASING HEALTH AWARENESS IN ORDER TO SPECIFICALLY ADDRESS THE ISSUE OF THE HIGH RATES OF HEART DISEASE, OBESITY AND ORAL/PHARYNX CANCER IN CHENANGO COUNTY.EDUCATION - PROVIDE FUNDS TO ELIGIBLE PROGRAMS WITH FUNDS COLLECTED VIA ANNUAL CAMPAIGN TO SUPPORT EDUCATION FOCUS AREA - INCREASE OPPORTUNITIES TO IMPROVE THE SAFETY OF YOUTH, PROVIDE SERVICES FOR THE DISABLED YOUTH DEMOGRAPHIC AND INCREASE THE SCHOOL READINESS AND SCHOOL COMPLETION RATES OF YOUTHS IN CHENANGO COUNTY IN ORDER TO HELP ALL YOUTH ACHIEVE THEIR FULL POTENTIAL.INCOME - PROVIDED FUNDS TO ELIGIBLE PROGRAMS WITH FUNDS COLLECTED VIA ANNUAL CAMPAIGN TO SUPPORT INCOME FOCUS AREA - INCREASE OPPORTUNITIES TO ADDRESS THE LONG TERM FINANCIAL SECURITY OF CHENANGO COUNTY FAMILIES BY HELPING FAMILIES: GAIN FINANCIAL INDEPENDENCE, INCREASE INCOME, BUILD SAVINGS, AND GROW ASSETS, SO THAT THEY HAVE REDUCED DEBT AND ARE WORKING TOWARD GOALS SUCH AS POSTSECONDARY EDUCATION, STABLE HOUSING, BUSINESS OR RETIREMENT. 525834 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 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 0 0 0 1 1 0 0 0 1 1 0 1 3 1 0 0 0 0 0 0 0 0 0 0 X 18 14 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X X ELIZABETH MONACO 6073348815 83 N BROAD STREET FRONT SUITE NORWICH NY 13815 MARCIA WATT SECRETARY 5.00 X X 0 0 0 JOHN WATT BOARD MEMBER 5.00 X 0 0 0 BRANDON WOODCOCK BOARD MEMBER 5.00 X 0 0 0 NICK COLOSI BOARD MEMBER 5.00 X 0 0 0 KELLY COLOSI BOARD MEMBER 5.00 X 0 0 0 TRACEY PORACK BOARD MEMBER 5.00 X 0 0 0 SHELLY BARTOW VICE CHAIR 5.00 X X 0 0 0 MEGAN CARNACHAN BOARD MEMBER 5.00 X 0 0 0 JENNIFER TELESKY BOARD 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 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 AMANDA HOLLAND BOARD MEMBER 5.00 X 0 0 0 JERRI WEBB BOARD MEMBER 5.00 X 0 0 0 LYNNE KENT BOARD MEMBER 5.00 X 0 0 0 ELIZABETH MONACO EXECUTIVE DIRECTOR 40.00 X 73554 0 12037 73554 0 12037 0 0 0 0 0 36413 12346 555845 4440 604604 34396 34396 167416 155929 11487 11487 11487 315 12346 1834 -1519 -1519 CONTRACTED INCOME 561000 5310 5310 5310 654278 5310 0 44364 384421 384421 73554 24518 24518 24518 86176 28726 28725 28725 1215 405 405 405 19365 6455 6455 6455 13254 4418 4418 4418 1831 1831 16000 16000 7964 2655 2655 2654 2328 353 1622 353 8882 2961 2960 2961 26809 4977 7136 14696 9170 9170 147 49 49 49 1711 571 570 570 6314 631 5683 COMMUNITY INITIATIVES 34540 34540 UNCOLLECTIBLE ACCOUNTS 23238 23238 CAMPAIGN COSTS 9448 3779 5669 DUES AND SUBSCRIPTIONS 8039 2680 2680 2679 1371 457 457 457 735777 525834 115334 94609 296922 135508 126280 269337 362194 32988 30280 4419 2708 1118092 1218238 105664 729018 1633020 2735360 7961 5627 5000 23691 46809 31652 57436 X 1099364 1366583 502004 1311341 1601368 2677924 1633020 2735360 X -81499 104622 1053433 X X 0 1 X 1 0 X 470972 586391 475234 430575 604604 2567776 470972 586391 475234 430575 604604 2567776 2567776 61860 -5001 62074 30661 34396 183990 2751766 0.93310 0.92410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1205191 147571 58448 7789 1286525 1404337 -177725 70237 8060 1148315 1377842 144300 108813 8992 1404337 1245426 140696 20 8260 1377842 1115712 193375 55805 7856 1245426 0.95600 0.04400 0 0 24434 24434 0 8554 5846 2708 2708 BENEFICIAL INTEREST IN PERPETUAL TRUST 665936 DESIGNATED PLEDGES RECEIVABLE 1742 MICRO-LOAN RECEIVABLE 17650 PREPAID EXPENSES 2400 OPERATING LEASE RIGHT-OF-USE ASSET 41290 729018 DIRECTED CONTRIBUTIONS PAYABLE 2624 OPERATING LEASES 41290 FINANCE LEASES 2895 46809 1 AMERICAN RED CROSS 620 E MAIN ST ENDICOTT NY 13760 530196605 501(C)(3) 18442 0 DISASTER SERVICES CORNELL COOPERATIVE EXTENSION 99 N BROAD ST NORWICH NY 13815 166072876 501(C)(3) 27576 0 HEALTHY LIVING OPTIONS CATHOLIC CHARITIES 3 O HARA DR NORWICH NY 13815 161307983 501(C)(3) 32043 0 COUNCILING AND SUPPORT SHELTER THE PLACE 20 E MAIN STREET NORWICH NY 13815 161277226 501(C)(3) 35964 0 KID AND TEEN PROGRAMS CHENANGO HEALTH NETWORK 24 CONKEY AVE NORWICH NY 13815 521987010 501(C)(3) 38286 0 FAMILY ASSISTANCE AND PRESCRIPTION ASSISTANCE RURAL HEALTH NETWORK OF SCNY PO BOX 416 NORWICH NY 13815 223568461 501(C)(3) 22958 0 CONNECTION TO CARE FAMILY PLANNING OF SCNY 37 DIETZ STREET NORWICH NY 13815 161005972 501(C)(3) 33163 0 ACCESS TO HEALTH CARE GUERNSEY MEMORIAL LIBRARY 3 COURT ST NORWICH NY 13815 156008368 501(C)(3) 20448 0 BOOKS FROM BIRTH CAMP FIVER 7464 MILL ST EARLVILLE NY 13332 133993633 501(C)(3) 15319 0 LONG-TERM EDUCATION LIBERTY RESOURCES 26 CONKEY AVE NORWICH NY 13815 161129675 501(C)(3) 7935 0 HELP RESTORE HOPE FREEDOM FUND MADISON COUNTY RURAL HEALTH COUNCIL 2662 US 20 CAZENOVIA NY 13035 462603272 501(C)(3) 23554 0 HEALTH CARE NORWICH YMCA 68 N BROAD ST NORWICH NY 13815 150550177 501(C)(3) 7909 0 PROGRAMS COMMUNITY ACTION PROGRAM MADISON COUNTY 3 EAST MAIN STREET MORRISVILLE NY 13408 161289461 501(C)(3) 5747 0 FUND PROGRAM ACTIVITIES LIBERTY RESOUCES INC 218 LIBERTY STREET ONEIDA NY 13421 161129675 501(C)(3) 5735 0 FUND PROGRAM ACTIVITIES MADISON COUNTY CHILDRENS CAMP PO BOX 753 ONEIDA NY 13421 160953500 501(C)(3) 6226 0 FUND PROGRAM ACTIVITIES LITERACY VOLUNTEERS OF OTSEGO AND DELAWARE COUNTIES 155 MAIN STREET SUITE E ONEONTA NY 13820 222513442 501(C)(3) 5230 0 FUND PROGRAM ACTIVITIES FAMILY SERVICE ASSOCIATION 277 CHESTNUT STREET ONEONTA NY 13820 150539091 501(C)(3) 5360 0 FUND PROGRAM ACTIVITIES FRIENDS OF RECOVERY OF DELAWARE AND OTSEGO COUNTIES INC 22 ELM STREET ONEONTA NY 13820 743121418 501(C)(3) 12637 0 FUND PROGRAM ACTIVITIES OPPORTUNITIES FOR OTSEGO 3 WEST BROADWAY ONEONTA NY 13820 166066346 501(C)(3) 12024 0 FUND PROGRAM ACTIVITIES RICHFIELD SPRINGS COMMUNITY CENTER PO BOX 108 RICHFIELD SPRINGS NY 13439 161581787 501(C)(3) 5940 0 FUND PROGRAM ACTIVITIES PART I, LINE 2: MID YEAR SITE VISITS TO COMPARE GRANT APPLICATION ACCOMPLISHMENTS TO ACTUAL ACCOMPLISHMENTS 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 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 B, LINE 15A LED BY THE BOARD CHAIR, THE CHENANGO UNITED WAY EXECUTIVE COMMITTEE WILL CONDUCT AN ANNUAL PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR IN NOVEMBER OF EACH YEAR. THE PERFORMANCE REVIEW SHALL INCLUDE REVIEW OF THE FOLLOWING ITEMS: - PERFORMANCE OF OBJECTIVES, INCLUDING SIGNIFICANT ACCOMPLISHMENTS, CHALLENGES AND OPPORTUNITIES. - METHODS USED TO ACHIEVE RESULTS, INCLUDING JOB PERFORMANCE, ABILITY TO COMMUNICATE AND INTERACT, LEADERSHIP ABILITY A FORMAL PERFORMANCE REVIEW SHALL BE PRESENTED TO THE EXECUTIVE DIRECTOR AND REVIEWED BY THE BOARD CHAIR BEFORE THE END OF THE CALENDAR YEAR. FEEDBACK AND DISCUSSION FROM THIS REVIEW WILL BE USED TO IDENTIFY WORK PLAN GOALS FOR THE NEXT CALENDAR YEAR. EVERY THREE YEARS, THE EXECUTIVE DIRECTOR AND THE EXECUTIVE COMMITTEE SHALL HAVE THE OPPORTUNITY TO NEGOTIATE A THREE-YEAR EMPLOYMENT CONTRACT, AS RECOMMENDED BY THE UNITED WAY OF NYS AND THE UNITED WAY OF AMERICA. THIS EMPLOYMENT CONTRACT SHALL INDENTIFY THE TERMS OF EMPLOYMENT, COMPENSATION PACKAGE, BUSINESS EXPENSE REIMBURSEMENT, CONTRACT CANCELLATIONS, CONFIDENTIALITY AND NON-COMPETE CLAUSES, INDEMNIFICATION AND SUCCESSOR CLAUSES. 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. THE CHENANGO UNITED WAY ANNUAL REPORT WILL BE MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE EACH YEAR. ALSO, COPIES MAY BE FOUND ON THE CHARITIES BUREAU WEBSITE. FORM 990, PART XI, LINE 9: GAIN ON PERPETUAL TRUST 30,130. NET ASSETS OF UNITED WAY OF DELAWARE/OTSEGO 925,111. NET ASSETS OF UNITED WAY OF MADISON 98,192. FORM 990, PART XII, LINE 2C: NO CHANGES WERE MADE UNITED WAY OF MADISON COUNTY INC PO BOX 1116 MORRISVILLE NY 13408 222308205 TAKES A PROACTIVE ROLE IN WORKING WITH ORGANIZATIONS TO MAXIMIZE RESOURCES NY 501(C)(3) LINE 7 CHENANGO UNITED WAY INC 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0