2024-12-17T08:46:33-08:00 2024-06-30 251381610 Root Spitznas & Smiley Inc 5473 Village Common Dr Suite 205 Erie PA 16506 990 2023-07-01 251053091 United Way of Erie County UNIT 8144562937 650 East Avenue 200 Erie PA 16503 Sally Opferbeck VP Finance & Admin 2024-12-17 true true John W Orlando CPA P00318906 8144537731 2023 2024-10-15 13:58:12Z Sally Opferbeck 650 East Avenue 200 Erie PA 16503 12482664 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. 21 21 53 367 0 4491728 10357733 819438 909941 751990 1130118 30724 84872 6093880 12482664 1152103 1008848 0 2652322 2755894 0 507507 1574297 1454360 5378722 5219102 715158 7263562 29437984 37920017 807601 513164 28630383 37406853 X United Way of Erie County's mission is to mobilize resources to break the cycle of poverty and improve our community. false false 3073424 909941 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. 384702 357607 800203 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. 271651 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. 7445 3737222 true true false false false false false false false true true false false true false true true false false false false false false false false 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 53 true false false false false false false false 0 false false false false false false false false false false X 21 21 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 16503 Laurie B Root President 37.50 0.00 X 145064 0 19098 Julie Chacona CDO 37.50 0.00 X 96261 0 14959 Michael Jaruszewicz Senior VP 37.50 0.00 X 95701 0 9714 Sally Opferbeck VP of Fin & Adm 37.50 0.00 X 85958 0 5745 Patricia Kennedy Director 1.00 0.00 X 0 0 0 Anita Kuchcinski Director 1.00 0.00 X 0 0 0 Seth Carter Director 1.00 0.00 X 0 0 0 James B Ohrn Director 1.00 0.00 X 0 0 0 Lorianne Feltz Board Chair 2.00 0.00 X X 0 0 0 Katie Jones Vice Chair 2.00 0.00 X X 0 0 0 Mark J Kuhar GovernanceChair 2.00 0.00 X X 0 0 0 April Murphy 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 Lisa NeCastro Director 1.00 0.00 X 0 0 0 Kevin Otteni 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 Corey Cook Director 1.00 0.00 X 0 0 0 Christina L Bernatowicz Director 1.00 0.00 X 0 0 0 Karen Surkala Director 1.00 0.00 X 0 0 0 Robin Scheppner Director 1.00 0.00 X 0 0 0 Chrisitine Drabic Director 1.00 0.00 X 0 0 0 Lisa Slomski Finance Chair 2.00 0.00 X X 0 0 0 422984 49516 1 false true false 0 412057 9945676 172783 10357733 Community School Admin 611710 909941 909941 909941 414787 414787 0 0 0 715331 715331 715331 715331 0 0 0 Miscellaneous 900099 84711 84711 Service Fees 900099 161 161 84872 12482664 1710144 414787 1008848 1008848 0 0 0 472501 270202 147489 54810 0 1770018 1310644 264602 194772 125768 90150 20647 14971 209335 154650 33665 21020 178272 125003 33054 20215 0 0 14600 14600 0 0 247937 247937 421957 340055 26003 55899 0 249201 73803 81530 93868 0 0 38228 18761 12577 6890 5455 4227 165 1063 0 79952 38357 22506 19089 0 39938 29475 6743 3720 89533 43939 29456 16138 16394 16394 IL Book Purchases 225044 225044 Miscellaneous 19866 3548 12976 3342 Membership Dues 6255 516 4029 1710 0 5219102 3737222 974373 507507 250 250 4249324 6829861 2421469 6712486 714474 830213 0 0 0 0 42508 43176 1311931 438336 953770 873595 92642 224233 0 0 0 20963547 22406203 29437984 37920017 304750 106109 92978 72221 409873 334834 807601 513164 X 25374200 27596995 3256183 9809858 28630383 37406853 29437984 37920017 X 7263562 1461641 51267 X false true X true false X 4105014 6122998 1832230 4418382 10357733 26836357 0 0 4105014 6122998 1832230 4418382 10357733 26836357 0 26836357 5719 87914 69451 184432 414787 762303 0 4945 36659 4450 7751 84872 138677 27737337 2170067 0.96750 0.97670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20510615 501516 2342509 700500 247937 22406203 19709548 565221 1123962 711022 177095 20510614 21626696 30797 -1809685 138260 19709548 19060830 22873 3692334 842300 307041 21626696 18250323 16058 1787264 797000 195815 19060830 true false false 1037138 209815 827323 158880 130298 28582 115913 98223 17690 873595 Beneficial int. in assets held by others 22406203 22406203 X 13614264 1461641 13700 51267 1526608 12087656 247937 147071 395008 12482664 4837794 13700 13700 4824094 247937 147071 395008 5219102 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, 2024 and June 30, 2023, there were no unrecognized tax benefits or interest and penalty expense incurred. Tax years that remain subject to examination are years 2021 and forward. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Collection of prior year pledges $51267 Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S Donor designations $147071 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S Donor designations $147071 true Achievement Center 4950 West 23rd St Erie PA 16506 250965336 67000 0 POC/DD Erie Civic Theatre Associatio 13 West 10th Street Erie PA 16501 251069562 31000 0 POC Gannon University 109 University Square Erie PA 16541 250496976 21244 0 POC Iroquois SD Foundation 800 Tyndall Avenue Erie PA 16511 562386782 10000 0 POC/DD United Way of SW PA 1250 Penn Avenue PO Box 735 Pittsburgh PA 15230 251043578 114000 0 POC/DD 5 0 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 145064 8556 10542 164162 X 6 133765 FMV X campaign incent 10 39018 Comp Sales false true false Form 990, Part III, Line 4d OTHER PROGRAM SERVICES 4: 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. 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 = $51267 Form 990 Part I Line 19 The change in net assets consists of the following: W/Donor W/O Donor Restriction Restriction Temporary TotalChange in net assets per audited financial statements: $ 2,222,795 $ 6,553,675 $ 8,776,470 Unrealized gain (per Note C) of audited f/s) (1,461,641) - ( 1,461,641)Collection of prior year pledges ( 51,267) - ( 51,267)Form 990 Part I, Line 19 $ 709,887 $ 6,553,675 $ 7,263,562 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.