2024-11-27T01:57:35-06:00 2024-03-31 232108173 RKL LLP 3501 CONCORD ROAD STE 250 YORK PA 17402 990 2023-04-01 231352588 UNITED WAY OF YORK COUNTY UNIT 7178430957 140 E MARKET ST YORK PA 17401 BRIAN GRIMM PRESIDENT 7178430957 2024-11-26 1 1 DOUGLAS L BERMAN CPA P01269555 7178433804 2024-11-26 2023 2024-10-15 13:58:12Z BRIAN GRIMM 140 E MARKET ST YORK PA 17401 6592130 0 X WWW.UNITEDWAY-YORK.ORG X 1921 PA RAISED OVER $4.6 MILLION DOLLARS WHICH WAS DISTRIBUTED TO 63 LOCAL PROGRAMS OF 34 PARTNER AGENCIES THAT IMPACT COMMUNITY NEEDS IN AREAS OF EDUCATION, INCOME AND HEALTH AS WELL AS OTHER 501(C)(3) ORGANIZATIONS. 22 22 27 168 0 0 5056583 5118327 0 0 539084 232762 41708 11337 5637375 5362426 3210123 2755593 0 0 1668447 1708727 0 0 801158 957491 846877 5836061 5311197 -198686 51229 8353590 8574895 2176060 1734439 6177530 6840456 X WE ASSIST WORKING HOUSEHOLDS IN OUR COMMUNITY TO ACHIEVE FINANCIAL STABILITY BY COLLABORATIVELY AND EQUITABLY REDUCING BARRIERS TO PROSPERITY. 1 0 3548516 2755593 4812 THE COMMUNITY FUND AND DESIGNATIONS - THROUGH UNITED WAY OF YORK COUNTY'S ANNUAL CAMPAIGN, DONORS CAN DESIGNATE THEIR CONTRIBUTION TO THE COMMUNITY FUND. DURING THE PAST YEAR, FUNDING WAS PROVIDED TO 63 PROGRAMS OF 34 PARTNER AGENCIES THROUGH THE COMMUNITY FUND IN AREAS OF EDUCATION, HEALTH AND FINANCIAL STABILITY. UNITED WAY OF YORK COUNTY RECEIVES PROGRAM APPLICATIONS FROM PARTNER AGENCIES WHICH WAS REVIEWED AND ASSESSED BY TRAINED COMMUNITY VOLUNTEERS TO ENSURE THEY DEMONSTRATE MEASURABLE RESULTS. UNITED WAY OF YORK COUNTY ALSO ALLOCATES FUNDS FOR SPECIAL ONE-TIME PROJECTS AND NEW PROGRAMS OF PARTNER AGENCIES. APPLICATIONS FOR THESE PROGRAMS ARE ALSO REVIEWED BY VOLUNTEERS AND WITH UNITED WAY OF YORK COUNTY'S BOARD OF DIRECTORS WHO APPROVE THE ACTUAL FUNDING LEVELS. AS PART OF UNITED WAY OF YORK COUNTY'S ANNUAL FUNDRAISING CAMPAIGN, DONORS ARE ALSO ABLE TO DESIGNATE THEIR CONTRIBUTION TO QUALIFIED ORGANIZATIONS EXEMPT UNDER 501(C)(3). THIS SERVICE IS PROVIDED AS A CONVENIENCE TO OUR DONORS. ORGANIZATIONS RECEIVING DESIGNATIONS ARE NOT REQUIRED TO SUBMIT INFORMATION RELATIVE TO THE USE AND RESULTS OF THESE CONTRIBUTIONS. WE CONTINUE TO TRANSITION TO AN ISSUE-FOCUSED ORGANIZATION AND HAVE ANNOUCED OUR NEW FOCUS AREAS WILL BE CHILDCARE, WHERE WE WILL PARTNER WITH AND FUND THE ECHO (EVERY CHILD HAS OPPORTUNITIES) PROGRAM, AND TRANSPORTATION. 156746 0 0 EDUCATION PROGRAMS - FOCUS, AN EARLY CHILDHOOD INITIATIVE OF UNITED WAY OF YORK COUNTY, WORKS TO IMPROVE THE LIVES OF CHILDREN IN YORK COUNTY BY SUPPORTING QUALITY CHILDHOOD EXPERIENCES. FOCUS WAS DEVELOPED IN 1994 AS A COLLABORATIVE EFFORT BETWEEN THE UNITED WAY, YORK COUNTY COMMUNITY FOUNDATION, PENN STATE YORK, AND CHILD CARE CONSULTANTS, INC. FOCUS WORKS TO ENSURE ALL CHILDREN WHO ENTER SCHOOL ARE READY TO LEARN. IT DOES THIS THROUGH SUPPORTING YORK COUNTY'S EARLY LEARNING CENTERS, FAMILY PROVIDERS, SCHOOL DISTRICTS, AND STAKEHOLDERS, IN PROVIDING QUALITY CHILDHOOD EXPERIENCES FOR ALL CHILDREN. THIS COLLABORATION HAS RESULTED IN THE DEVELOPMENT OF COUNTY-WIDE RESOURCES, SHARED CURRICULUM AND PROFESSIONAL DEVELOPMENT SESSIONS. ADDITIONALLY, FOCUS IMPLEMENTS FIVE READING PROGRAMS AND A KINDERGARTEN TRANSITION PROGRAM. THESE PROGRAMS AND RESOURCES ARE MADE POSSIBLE THROUGH GRANTS RECEIVED FROM THE DONLEY FOUNDATION, UNITED WAY OF PENNSYLVANIA, DONALD B. AND DOROTHY L. STABLER FOUNDATION, PNC FOUNDATION, AND YORK COUNTY COMMUNITY FOUNDATION. IN 2023-2024, FOCUS PROVIDED READY FREDDY, A KINDERGARTEN TRANSITION PROGRAM, TO 361 CHILDREN AND THEIR FAMILIES FROM FIVE YORK COUNTY SCHOOL DISTRICTS AND MARTIN LIBRARY. THE YORK READS INITIATIVE OF FOCUS INCLUDES THE FOLLOWING PROGRAMS: EARLY LITERACY 100 BOOK CHALLENGE, EARLY LITERACY READ TO ME CHALLENGE, READING READY CORNERS, LITTLE FREE LIBRARIES, AND REACH OUT AND READ. OVER 58,000 BOOKS WERE DISTRIBUTED OR READ IN THE PAST YEAR THROUGH THESE PROGRAMS. ADDITIONALLY, FOCUS ADMINISTERS PREKINDERGARTEN SCHOLARSHIPS AS A SCHOLARSHIP ORGANIZATION WITH THE EDUCATIONAL IMPROVEMENT TAX CREDIT PROGRAM, PROVIDES PROFESSIONAL DEVELOPMENT, AND ADVOCATES FOR EARLY LEARNING. 275506 0 0 UNITED WAY OF YORK COUNTY ALSO OFFERS THE YORK COUNTY TRUANCY PREVENTION INITIATIVE ("YCTPI") WHICH IS COMMITTED TO REDUCING AND PREVENTING SCHOOL TRUANCY. IT IS DEDICATED TO ESTABLISHING AN ORGANIZED AND ALIGNED EFFORT AMONG ALL COMMUNITY PARTICIPANTS TO PREVENT AND INTERVENE IN TRUANT BEHAVIOR. YCTPI'S MISSION IS TO REDUCE THE TRUANT POPULATION IN YORK COUNTY BY ESTABLISHING A PROTOCOL FOR IMPROVED COMMUNICATION, INSTITUTING A CONSISTENT RESPONSE TO THIS ISSUE, AND INITIATING INTERVENTIONS. WITH TRUANCY AS A LEADING FACTOR PREVENTING CHILDREN'S SUCCESS IN SCHOOL, GRADUATION FROM HIGH SCHOOL, AND MERGER INTO SOCIETY AS PRODUCTIVE MEMBERS OF SOCIETY, THE YCTPI AIMS TO ASSURE THAT ELEMENTARY AND MIDDLE SCHOOL STUDENTS ARE PREPARED TO SUCCEED IN LATER GRADES, HIGH SCHOOL STUDENTS GRADUATE ON TIME AND YOUNG ADULTS MAKE A SUCCESSFUL TRANSITION TO POST-SECONDARY EDUCATION, THE WORK WORLD OR PUBLIC SERVICE. IN 2022, YORK COUNTY YOUTH COURT ALLIANCE (YCA), A STUDENT-RUN TRUANCY INTERVENTION PROGRAM, WAS CREATED BY THE YCTPI. IN THE MOST RECENT SCHOOL YEAR, YCA SERVES NORTHEASTERN, RED LION AREA, AND YORK CITY SCHOOL DISTRICTS. YCA WORKS TO DIVERT STUDENTS AND THEIR FAMILIES FROM THE DISTRICT COURT FOR TRUANCY CITATIONS. THE PROGRAM ALSO AIMS TO RE-ENGAGE TRUANT STUDENTS BACK IN SCHOOL TO KEEP THEM ON TRACK TOWARD HIGH SCHOOL GRADUATION. DISPOSITIONS CAN INCLUDE ATTENDANCE IMPROVEMENT, MENTORING, JOURNALING, APOLOGIES, RESEARCH, AND TUTORING. DURING THE 2023-2024 SCHOOL YEAR, YOUTH COURT ALLIANCE SERVED 125 STUDENTS. FUNDING FOR THE YCTPI AND YCA ARE PROVIDED BY THE YORK COUNTY BAR FOUNDATION AND THE YORK COUNTY OFFICE OF CHILDREN, YOUTH, AND FAMILIES. 3980768 1 1 0 1 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 23 0 1 27 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X BRIAN GRIMM 7178430957 140 E MARKET ST YORK PA 17401 AMY WANNEMACHER INTERIM PRESIDENT/VP OF FINANCE (TILL 12/23) 45.00 X X 133458 0 0 JULIAN TOLBERT BOARD CHAIR 5.00 X X 0 0 0 NATALEE COLON CHAIR ELECT (TILL 2/24) 2.00 X X 0 0 0 KIMBERLY BRISTER BOARD MEMBER/CHAIR ELECT 2.00 X X 0 0 0 TOM KOPPMANN TREASURER (UNTIL 6/23) 2.00 X X 0 0 0 ANDREW KOPLITZ BOARD MEMBER/TREASURER (START 7/23) 5.00 X X 0 0 0 WILLIAM HARTMAN BOARD MEMBER 2.00 X 0 0 0 KEITH NOLL BOARD MEMBER 2.00 X 0 0 0 KATE HYNES BOARD MEMBER (UNTIL 6/23) 2.00 X 0 0 0 LEIGH ANN WILSON BOARD MEMBER 2.00 X 0 0 0 EDSON MORALES BOARD MEMBER 2.00 X 0 0 0 MYNECA OJO BOARD MEMBER 2.00 X 0 0 0 CHRISTINE NENTWIG BOARD MEMBER 2.00 X 0 0 0 KEVIN SCHREIBER BOARD MEMBER (UNTIL 6/23) 2.00 X 0 0 0 LINDA SENFT BOARD MEMBER (UNTIL 6/23) 2.00 X 0 0 0 SHANNA TERROSO BOARD MEMBER (UNTIL 6/23) 2.00 X 0 0 0 JT HAND BOARD MEMBER/CAMPAIGN CHAIR (UNTIL 6/23) 2.00 X 0 0 0 JOHN EYSTER BOARD MEMBER/CAMPAIGN CHAIR 2.00 X 0 0 0 THOMAS DONLEY BOARD MEMBER 2.00 X 0 0 0 HAROLD MYERS JR BOARD MEMBER 2.00 X 0 0 0 CHRIS PARASKEVAKOS BOARD MEMBER 2.00 X 0 0 0 DELMA RIVERA-LYTLE BOARD MEMBER 2.00 X 0 0 0 JOYCE SANTIAGO BOARD MEMBER (START 07/23) 2.00 X 0 0 0 GINA SPANGLER BOARD MEMBER (START 07/23) 2.00 X 0 0 0 JOHN BLECHER BOARD MEMBER (START 07/23) 2.00 X 0 0 0 MICHAEL HAUN BOARD MEMBER (START 07/23) 2.00 X 0 0 0 DR MARK KEARSE BOARD MEMBER (START 07/23) 2.00 X 0 0 0 SULLY PINOS BOARD MEMBER (START 07/23) 2.00 X 0 0 0 CLAIR DOLL BOARD MEMBER (START 07/23) 2.00 X 0 0 0 RUSSELL REESER VP OF FINANCE (START 12/23) 45.00 X 4615 0 0 BRIAN GRIMM PRESIDENT/SECRETARY (START 7/23) 45.00 X 71785 0 9568 JOHN ZANDER VP OF FINANCE (UNTIL 05/23) 45.00 X 40625 0 19544 KIM ALVAREZ VP OF DONOR RELATIONS 45.00 X 114289 0 16708 364772 0 45820 2 0 0 0 0 292212 4826115 105761 5118327 116791 116791 1345675 1229704 115971 115971 115971 MISCELLANEOUS REVENUE 900099 6525 6525 COST RECOVERY FEES ON DESIGNATION 900099 4812 4812 11337 5362426 4812 0 239287 2755593 2755593 316747 148332 67468 100947 1084220 507741 230939 345540 44342 20765 9445 14132 149629 70410 31735 47484 113789 53289 24236 36264 1065 499 227 339 57957 27141 12345 18471 871 408 185 278 25599 25599 185649 86937 39545 59167 39964 24068 15896 13132 6149 2797 4186 69437 35268 13609 20560 65210 30540 13890 20780 3812 2499 526 787 58435 28003 12192 18240 8069 3781 1718 2570 48392 22662 10307 15423 20591 9642 4386 6563 21818 10218 4647 6953 EDUCATION PROGRAM EXPEN 110980 90159 20821 CAMPAIGN AND COMMUNICAT 39422 16189 9615 13618 DUES AND SUBSCRIPTIONS 18709 8762 3985 5962 SUPPLIES 17272 8090 3678 5504 40493 13623 6197 20673 5311197 3980768 529271 801158 150 0 710653 336908 2113961 1994287 52635 79927 15627 44319 148203 101383 29874 46820 4692273 5329272 537651 579660 200766 163702 8353590 8574895 1465022 1097532 510645 453879 18000 200393 165028 2176060 1734439 X 3514877 3619117 2662653 3221339 6177530 6840456 8353590 8574895 X 51229 659531 -47834 X X 0 1 X 1 0 X 5735674 5277204 5854450 5056583 5118327 27042238 5735674 5277204 5854450 5056583 5118327 27042238 1378529 25663709 212999 132705 114846 94658 116791 671999 52597 58820 54358 41708 11337 218820 27933057 0.91880 0.95000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 871 0 0 871 0 PART II-B, LINE 1: DIRECT CONTACT WTIH LEGISLATORS AND GOVERNMENT OFFICIALS 1 0 78857 1850191 1 1 2891068 507340 139854 15691 3242863 3305418 -204967 194411 14972 2891068 3323639 70767 71926 17062 3305418 2526185 936216 122374 16388 3323639 2759810 -119907 99741 13977 2526185 0.42946 0.57054 0.00000 1 0 148203 101383 46820 46820 YORK COUNTY COMMUNITY FOUNDATION 579660 F 579660 OPERATING LEASE LIABILITY 165028 165028 X 5067207 659531 -47834 611697 4455510 25599 881317 906916 5362426 4404281 0 4404281 25599 881317 906916 5311197 PART V, LINE 4: ANNUAL DISTRIBUTIONS FROM UNITED WAY OF YORK COUNTY'S ENDOWMENT FUNDS ARE ADDED TO THE CURRENT YEAR FUNDRAISING CAMPAIGN IN ORDER TO PROVIDE ADDITIONAL SUPPORT FOR AGENCY PROGRAMS. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE US FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE MARCH 31, 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGES IN NET ASSETS OF COMMUNITY FOUNDATION 42,009. BOOK/TAX DIFFERENCE ON SALE OF INVESTMENTS -89,843. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 881,317. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 881,317. 1 AMERICAN RED CROSS 724 S GEORGE ST YORK PA 17401 530196605 501(C)(3) 78346 0 EMERGENCY SERVICES BELL SOCIALIZATION SERVICES 160 S GEORGE ST YORK PA 17401 231896438 501(C)(3) 35666 0 BELL FAMILY SHELTER, BRIDGE HOUSING BIG BROTHERSBIG SISTERS 227 WEST MARKET ST YORK PA 17401 232580603 501(C)(3) 36896 0 COMMUNITY BASED MENTORING PROGRAM, SCHOOL BASED MENTORING PROGRAM BOY SCOUTS OF AMERICA NEW BIRTH OF FREEDOM COUNCIL 1 BADEN POWELL LN MECHANICSBURG PA 17050 231365194 501(C)(3) 74247 0 TRADITIONAL AND URBAN SCOUTING CATHOLIC CHARITIES 253 E MARKET ST YORK PA 17403 231352059 501(C)(3) 31885 0 YORK COUNSELING OFFICE CHILD CARE CONSULTANTS 29 N DUKE ST YORK PA 17401 222842846 501(C)(3) 33421 0 CHILD CARE RECRUITMENT AND SUPPORT SERVICES CHILDREN'S AID SOCIETY - THE LEHMAN CENTER 400 W MARKET ST YORK PA 17401 231429838 501(C)(3) 32796 0 CRISIS-RESPITE NURSERY CHILDREN'S HOME OF YORK 77 SHOE HOUSE RD YORK PA 17406 231352081 501(C)(3) 27467 0 INDEPENDENT LIVING PROGRAM COMMUNITIES IN SCHOOLS PO BOX 555 YORK PA 17405 251728518 501(C)(3) 59215 0 COMMUNITIES IN SCHOOLS COMMUNITY PROGRESS COUNCIL 226 E COLLEGE AVE YORK PA 17403 231653135 501(C)(3) 32523 0 GETTING AHEAD IN A JUST GETTING BY WORLD, COMMUNITY CENTERS/SELF-SUFFICIENCY COACHING CONTACT HELPLINE PO BOX 90035 HARRISBURG PA 17109 237083169 501(C)(3) 31885 0 PA 2-1-1 CRISPUS ATTUCKS ASSOCIATION 605 S DUKE ST YORK PA 17401 231365320 501(C)(3) 128815 0 ACTIVE LIVING CENTER, CENTER FOR EMPLOYMENT AND TRAINING, YOUTH EMPLOYMENT SERVICES, EARLY LEARNING CENTER, RISING STARS AFTER-SCHOOL PROGRAM FAMILY FIRST HEALTH 116 S GEORGE ST STE 349 YORK PA 17401 237118262 501(C)(3) 47964 0 NURSE FAMILY PARTNERSHIP GIRL SCOUTS 350 HALE AVE HARRISBURG PA 17104 231599657 501(C)(3) 56027 0 GIRL SCOUT LEADERSHIP EXPERIENCE PROGRAM, GIRLS GO STEAM HANOVER AREA YMCA 500 N GEORGE ST HANOVER PA 17331 237172265 501(C)(3) 20042 0 DISCOVERY PROGRAM, EARLY LEARNING CENTER JEWISH COMMUNITY CENTER OF YORK COUNTY 2000 HOLLYWOOD DR YORK PA 17403 232613265 501(C)(3) 33707 0 CHILD CARE PROGRAM LEADERSHIP YORK 238 N GEORGE ST YORK PA 17401 232139541 501(C)(3) 18220 0 FUTURE LEADERS OF YORK, BOARD TRAINING PROGRAM LEG UP FARM 4880 N SHERMAN ST MT WOLF PA 17347 232931834 501(C)(3) 34846 0 ANIMAL ASSISTED PROGRAM, PEDIATRIC OUTPATIENT THERAPEUTIC PROGRAM, ABLE SERVICES MENTAL HEALTH AMERICA OF YORK AND ADAMS COUNTIES 36 S QUEEN ST YORK PA 17403 231576691 501(C)(3) 13665 0 FINANCIAL CASE MANAGEMENT AND REPRESENTATIVE PAYEE SERVICE MIDPENN LEGAL SERVICES 213A N FRONT ST HARRISBURG PA 17101 237101191 501(C)(3) 21744 0 CRITICAL HELP FOR CRITICAL MOMENTS NEW HOPE MINISTRIES 99 W CHURCH ST DILLSBURG PA 17019 232223120 501(C)(3) 132095 0 CHILDREN'S SUCCESS INITIATIVE, FOOD, BASIC NEEDS, AND ECONOMIC STABILITY PENN-MAR HUMAN SERVICES 310 OLD FREELAND RD FREELAND MD 21053 521590195 501(C)(3) 21953 0 CUSTOMIZED COMMUNITY EMPLOYMENT PRESSLEY RIDGE 141 E MARKET ST YORK PA 17401 231352133 501(C)(3) 20953 0 BEHAVIORAL HEALTH SERVICES/IN HOME FAMILY SERVICES SALVATION ARMY 50 E KING ST YORK PA 17401 231352533 501(C)(3) 112509 0 COMMUNITY CENTER YOUTH PROGRAM, FAMILY EMERGENCY ASSISTANCE THE ARC OF YORK COUNTY 497 HILL ST YORK PA 17403 232799907 501(C)(3) 9110 0 CASE MANAGEMENT/ADVOCACY TRUENORTH WELLNESS SERVICES 625 W ELM AVE HANOVER PA 17331 232007907 501(C)(3) 86864 0 AMAZING KIDS CLUB, TRANSITIONS, PREVENTION VISITING NURSE ASSOCIATION OF HANOVER & SPRING GROVE 440 N MADISON ST HANOVER PA 17331 232347658 501(C)(3) 18220 0 HOME HEALTH CARE YMCA OF YORK AND YORK COUNTY 90 N NEWBERRY ST YORK PA 17401 231352600 501(C)(3) 147764 0 SCHOOL AGE CHILD CARE, Y ACHIEVERS, MEN'S RESIDENCE, SOUTHERN COMMUNITY SERVICES CASE MANAGMENT, EARLY LEARNING CENTER, NEW AMERICAN WELCOME CENTER, TEMPLE GUARD YORK COUNTY CHILDREN'S ADVOCACY CENTER 28 S QUEEN ST YORK PA 17403 740354788 501(C)(3) 29152 0 CHILD FORENSIC AND ADVOCACY SERVICES YORK COUNTY LITERACY COUNCIL 800 E KING ST YORK PA 17403 232088132 501(C)(3) 39355 0 ADULT READING, ENGLISH AS A SECOND LANGUAGE YORK DAY NURSERY 450 E PHILADELPHIA ST YORK PA 17403 231649205 501(C)(3) 108227 0 CHILD CARE YWCA-HANOVER 23 W CHESTNUT ST HANOVER PA 17331 231352608 501(C)(3) 55161 0 EARLY LEARNING CENTER, SAFE HOME, SCHOOL AGE CHILD CARE YWCA-YORK 320 E MARKET ST YORK PA 17403 231360889 501(C)(3) 199555 0 COMMUNITY EDUCATION, EARLY CHILD CARE, DOMESTIC VIOLENCE SHELTER, QUANTUM OPPORTUNITIES PROGRAM, SCHOOL AGE CHILD CARE, TEMPLE GUARD DRILL TEAM, VICTIM ASSISTANCE CENTER COUNSELING SERVICES YORK COUNTY BAR FOUNDATION 137 EAST MARKET STREET YORK PA 17401 232647164 501(C)(3) 9110 0 STRATEGIC INITIATIVES - LEGAL SERVICES 34 0 PART I, LINE 2: ON AN ANNUAL BASIS, UNITED WAY OF YORK COUNTY PARNTER AGENCIES SUBMIT PROGRAM APPLICATIONS WHICH ARE REVIEWED BY TRAINED VOLUNTEERS IN THE AREAS OF EDUCATION, HEALTH AND FINANCIAL STABILITY. THE APPLICATIONS INCLUDE BUDGET INFORMATION FOR THE PROGRAM AS WELL AS MEASURABLE OUTCOMES. PANEL VOLUNTEERS ALSO MEET WITH THE AGENCY STAFF TO DISCUSS THE PROGRAMS. EVERY THREE YEARS, PARTNER AGENCIES GO THROUGH AN AGENCY REVIEW PROCESS WHERE VOLUNTEERS REVIEW AUDITS AND FINANCIAL POLICIES AND PROCEDURES OF THE AGENCIES. UNITED WAY OF YORK COUNTY ALSO ALLOWS DONORS TO DESIGNATE THEIR CONTRIBUTIONS TO QUALIFIED 501(C)(3) ORGANIZATIONS. THESE CONTRIBUTIONS ARE SPECIFICALLY DIRECTED BY THE DONOR TO BE FORWARDED TO OTHER NONPROFIT ORGANIZATIONS. THIS SERVICE IS PROVIDED AS A CONVENIENCE TO OUR DONORS. BECAUSE THE DEISGNATIONS ARE DIRECTED BY THE DONORS, THE ORGANIZATIONS ARE NOT REQUIRED TO PROVIDE INFORMATION RELATIVE TO THE USE AND RESULTS OF THESE CONTRIBUTIONS. ELIGIBILITY IS DETERMINED ANNUALLY THOUGH GUIDESTAR. X 2337 FMV X 6 87624 FMV X CAMPAIGN INCENTIVES 9 11400 FMV X SCHOOL SUPPLIES 2 4400 FMV 0 0 1 1 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS IS THE NUMBER OF CONTRIBUTORS THAT CONTRIBUTED THAT TYPE OF ITEM. PART I, LINE 32B: DONATED STOCK IS SOLD WHEN RECEIVED THROUGH AN ACCOUNT WITH WILMINGTON TRUST INVESTMENT ADVISORS. FORM 990, PART III, LINE 2 THE VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM OFFERS FREE TAX PREPARATION AND FILING TO LOW- AND MODERATE-INCOME INDIVIDUALS, FAMILIES, PERSONS WITH DISABILITIES, THE ELDERLY, AND LIMITED ENGLISH-SPEAKING TAXPAYERS WHO NEED ASSISTANCE IN PREPARING THEIR OWN TAX RETURNS IN YORK COUNTY. PEOPLE WHO MADE $64,000 OR LESS IN 2023 WERE GENERALLY ELIGIBLE TO RECEIVE FREE TAX PREPARATION. WE SERVED APPROXIMATELY 971 INDIVIDUALS AND HOUSEHOLDS AT 5 SITES. THE SEEDLING SCHOLARSHIP PROGRAM SUPPORTS YORK COUNTY FAMILIES IN THEIR JOURNEY TOWARDS FINDING AFFORDABLE QUALITY EARLY LEARNING EXPERIENCES FOR THEIR CHILDREN. TO QUALIFY FOR A SCHOLARSHIP, THE PARENT(S) OF THE STUDENT(S) MUST EITHER RESIDE OR BE EMPLOYED BY A COMPANY LOCATED IN YORK COUNTY. THERE MUST BE ONE EMPLOYED PERSON IN THE HOUSEHOLD. THE STUDENT MUST BE A RESIDENT OF PENNSYLVANIA. AN ELIGIBLE STUDENT IS A CHILD 6 WEEKS TO 2 YEARS OF AGE. IF A SCHOLARSHIP RECIPIENT TURNS 3 YEARS OF AGE DURING THE PERIOD OF THE AWARD, THE SCHOLARSHIP WILL BE AWARDED THROUGH THE MONTH OF THE CHILD'S THIRD BIRTHDAY. THE CHILD MUST ATTEND AN APPROVED PROGRAM AND BE A MEMBER OF A HOUSEHOLD WITH AN ANNUAL HOUSEHOLD INCOME OF NOT MORE THAN $100,000. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS DISTRIBUTED TO UNITED WAY OF YORK COUNTY'S BOARD OF DIRECTORS PRIOR TO FILING. THE BOARD TREASURER WILL REVIEW AND GIVE APPROVAL BEFORE THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C UNITED WAY OF YORK COUNTY MAINTAINS INFORMATION PROVIDED AS CONFLICTS OF INTEREST WHICH ARE UPDATED ANNUALLY. IF THERE IS A CONFLICT, THE PERSON ABSTAINS FROM ANY MOTION RELATED TO THE CONFLICT. THIS IS DOCUMENTED IN THE MINUTES OF EACH MEETING. FORM 990, PART VI, SECTION B, LINE 15 PERFORMANCE APPRAISALS ARE CONDUCTED FOR ALL STAFF ON AN ANNUAL BASIS. THE PRESIDENT COMPLETES THE PERFORMANCE APPRAISALS FOR MANAGEMENT EMPLOYEES AND REVIEWS THE FORMS COMPLETED BY MANAGEMENT FOR THE STAFF REPORTING TO THEM. SALARY ADJUSTMENTS ARE RECOMMENDED TO THE HUMAN RESOURCES COMMITTEE BY THE PRESIDENT. THE HUMAN RESOURCES COMMITTEE RECEIVES THE INFORMATION WHICH INCLUDES THE SALARY RANGES FOR EACH POSITION AND APPROVES THE SALARY ADJUSTMENTS. THE PERFORMANCE APPRAISAL FOR THE PRESIDENT IS COMPLETED BY THE EXECUTIVE COMMITTEE. THE BOARD OF DIRECTORS APPROVES THE SALARY OF THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 UNITED WAY OF YORK COUNTY INCLUDES COPIES OF THE CURRENT FORM 990, AUDITED FINANCIAL STATEMENTS, AND CODE OF ETHICS ON ITS WEBSITE - WWW.UNITEDWAY-YORK.ORG. THE FORM 990 IS ALSO AVAILABLE AT WWW.GUIDESTAR.ORG. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN NET ASSETS OF COMMUNITY FOUNDATION 42,009. BOOK/TAX DIFFERENCE ON SALE OF INVESTMENTS -89,843. FORM 990, PART XII, LINE 2C: FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS HAS NOT CHANGED FROM PRIOR YEAR.