2025-11-25T13:14:38-06:00 2024-06-30 161131146 BONADIO & CO LLP 432 N FRANKLIN ST SYRACUSE NY 13204 990 2023-07-01 150532074 UNITED WAY OF THE MOHAWK VALLEY INC UNIT 3157334691 258 GENESEE STREET UTICA NY 13502 SUSAN LITERA CEO/EXECUTIVE DIRECTOR 3157334691 2025-11-17 1 0 TIMOTHY HAMMOND P01224809 3154227109 2025-11-11 2023 2025-03-06 01:10:19Z X SUSAN LITERA 258 GENESEE STREET UTICA NY 13502 1783112 0 X HTTPS://WWW.UNITEDWAYMV.ORG/ X 1921 NY PROMOTE INDIVIDUAL WELL BEING, STRENGTHEN FAMILIES, AND IMPROVE QUALITY OF LIFE IN OUR COMMUNITY. 22 22 17 53 0 0 2360499 1659080 0 50000 15745 -35484 98873 70147 2475117 1743743 768645 824633 0 0 960652 837934 0 0 183721 1085992 579152 2815289 2241719 -340172 -497976 2844085 2452215 617368 597940 2226717 1854275 TO CREATE A THRIVING COMMUNITY BY CONNECTING PEOPLE, RESOURCES, AND SOLUTIONS THROUGHOUT THE MOHAWK VALLEY. 0 0 1785308 824633 108444 THE MISSION OF UWMV IS TO MOBILIZE THE CARING POWER OF THE MOHAWK VALLEY COMMUNITY. STRATEGIC COMMUNITY INVESTMENT FUNDING IS CONCENTRATED AROUND COLLABORATIVE PARTNERSHIPS AND COALITIONS, ASSESSMENT OF COMMUNITY NEEDS, AND THE DISTRIBUTION OF FUNDS TO SUPPORT PROGRAMS IN THE FOLLOWING FOCUS AREAS: EDUCATION, HEALTH, AND FINANCIAL STABILITY. MORE SPECIFICALLY, EARLY EDUCATION, CHILDCARE, AND HOMELESSNESS PREVENTION CONTINUE TO BE INVESTMENT AREAS. THE UWMV FUNDED 27 AGENCIES IN THIS FISCAL YEAR. IN ADDITION, UWMV LED THREE INITIATIVES: THE COLLABORATIVE APPLICANT FOR THE LOCAL HOUSING COALITION, LIVE UNITED YOUTH PROGRAM, AND 211 MID YORK. 1785308 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 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 0 0 0 0 1 14 0 1 17 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X X SUSAN LITERA 3157334691 258 GENESEE STREET UTICA NY 13502 WILLIAM F PERROTTI PAST PRESIDENT 1.00 X 0 0 0 MELISSA MANN FIRST VICE PRESIDENT, RESOURCE DEVELOPMENT CHAIR 1.00 X X 0 0 0 HANKA GRABOVICA DIRECTOR 1.00 X 0 0 0 ERIN M BUSHINGER DIRECTOR 1.00 X 0 0 0 MATTHEW A NICHOLL PRESIDENT 1.00 X X 0 0 0 NORMA CHRISMAN DIRECTOR 1.00 X 0 0 0 BRUCE HAIRSTON STRATEGIC IMPACT CHAIR 1.00 X 0 0 0 PAT HARRINGTON DIRECTOR 1.00 X 0 0 0 MARK LEWANDROWSKI DIRECTOR 1.00 X 0 0 0 TIFFANY SESTIR DIRECTOR 1.00 X 0 0 0 KIMBERLY B VANDUREN GOVERNANCE CHAIR 1.00 X 0 0 0 SABRINA FRYMAN TREASURER 1.00 X X 0 0 0 JENNIFER AJODHA-EVANS DIRECTOR 1.00 X 0 0 0 ROSS BERNTSON DIRECTOR 1.00 X 0 0 0 JOHN ECKMAIR DIRECTOR 1.00 X 0 0 0 PHYLLIS BRELAND ADVOCACY CHAIR 1.00 X 0 0 0 MILLIE OCCHIONERO MARKETING & COMMUNICATION CHAIR 1.00 X 0 0 0 DALE SEATON COMMUNITY ENGAGEMENT CHAIR 1.00 X 0 0 0 TYLER BRENNAN DIRECTOR 1.00 X 0 0 0 HILARIE LYNN DIRECTOR 1.00 X 0 0 0 DENISE CAVANAUGH DIRECTOR 1.00 X 0 0 0 FRANK DILORENZO DIRECTOR 1.00 X 0 0 0 EDWARD M BARONE III DIRECTOR 1.00 X 0 0 0 MARC BUTLER DIRECTOR 1.00 X 0 0 0 JAIME BONFARDICE CHIEF FINANCIAL OFFICER - LEFT 2/2024 40.00 X 81778 0 4005 MATTHEW CARACAS CEO/EXECUTIVE DIRECTOR, SECRETARY - LEFT 10/2024 40.00 X 65077 0 173 SUSAN LITERA CEO/EXECUTIVE DIRECTOR, SECRETARY 40.00 X 4615 0 0 ANDREW CHANEY CHIEF FINANCIAL OFFICER 40.00 X 0 0 0 151470 0 4178 0 0 0 0 0 571163 1087917 1659080 PROGRAM INCOME 561000 50000 50000 50000 3863 3863 1250 0 1250 1250 1250 39347 -39347 -39347 -39347 22 22 0 MISCELLANEOUS REVENUE 561000 58444 58444 MANAGEMENT FEES 561000 10453 10453 68897 1743743 108444 0 -23781 824633 824633 177322 64011 82604 30707 541844 418239 54274 69331 12901 9862 1401 1638 54947 36936 10379 7632 50920 34230 9618 7072 6203 6203 23150 23150 182005 171035 10970 15605 10230 5375 85129 30164 30684 24281 15505 9029 4425 2051 91840 59696 13776 18368 2008 1004 1004 3266 1633 1633 24086 12043 12043 12627 12627 BAD DEBT 110133 110133 MEMBERSHIP DUES 7595 4473 536 2586 2241719 1785308 272690 183721 126737 82942 424292 213038 749437 606828 12066 11060 7999 7999 37932 0 1493621 1538347 2844085 2452215 234020 197181 161558 154094 2938 107497 55738 56451 163114 82717 617368 597940 X 1486880 1044615 739837 809660 2226717 1854275 2844085 2452215 X -497976 125534 X 0 1 X 1 0 X 3232801 3468045 3212950 2360499 1659080 13933375 3232801 3468045 3212950 2360499 1659080 13933375 13933375 5767 2054 16340 32543 5113 61817 77191 76930 123067 20607 297795 14292987 214833 0.97480 0.98390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 739549 70111 809660 674561 64988 739549 798042 -123481 674561 608500 189542 798042 681364 -23158 -49706 608500 1.00000 1 0 7999 7999 0 0 INTEREST IN ASSETS HELD BY THIRD PARTY 1455433 RIGHT OF USE LEASE ASSET 82914 1538347 LEASE LIABILITIES 82717 82717 1705775 -37968 -37968 1743743 0 1743743 2078217 0 2078217 163502 163502 2241719 PART IV, LINE 2B: THE UNITED WAY IS SERVING AS A CUSTODIAN FOR FUNDS FOR EVENTS TO BE HELD BY OUTSIDE ORGANIZATIONS IN A SUBSEQUENT YEAR. PART V, LINE 4: THE ENDOWMENT FUNDS ARE CURRENTLY HELD BY THE COMMUNITY FOUNDATION OF HERKIMER & ONEIDA COUNTIES, INC. THESE FUNDS CONSIST OF DONOR-RESTRICTED CONTRIBUTIONS AND AMOUNTS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. THE BOARD DESIGNATED PORTION ALONG WITH EARNINGS ARE USED TO COVER OPERATING OR OTHER COSTS AS NEEDED AT THE DISCRETION OF THE BOARD OF DIRECTORS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN AGENCY FUNDS HELD BY THIRD PARTY 125,534. DONOR DESIGNATIONS - FUNDED PARTNERS -38,719. DONOR DESIGNATIONS - OTHER AGENCIES -124,783. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS - FUNDED PARTNERS 38,719. DONOR DESIGNATIONS - OTHER AGENCIES 124,783. 1 JCTOD OUTREACH INC PO BOX 160 UTICA NY 13503 161498400 79918 0 FUNDED PARTNER THEA BOWMAN HOUSE INC 731 LAFAYETTE STREET UTICA NY 13502 161488620 48742 0 FUNDED PARTNER CATHOLIC CHARITIES OF HERKIMER COUNTY 61 WEST STREET ILION NY 13357 161189791 38863 0 FUNDED PARTNER AFL-CIO - CENTRAL NEW YORK LABOR COUNCIL 10 MAIN STREET SUITE 202 WHITESBORO NY 13492 237359630 30000 0 FUNDED PARTNER REBUILDING THE VILLAGE INC 40 FAXTON STREET UTICA NY 13501 823629614 28526 0 FUNDED PARTNER ELDERLIFE INC DBA PARKWAY CENTER 220 MEMORIAL PARKWAY UTICA NY 13501 161557404 20403 0 FUNDED PARTNER UNITED WAY SUNCOAST INC 5201 WEST KENNEDY BLVD SUITE 600 TAMPA FL 33609 593725701 20000 0 FUNDED PARTNER PEOPLE FIRST 509 SECOND STREET SUITE 1 UTICA NY 13501 156000418 19184 0 FUNDED PARTNER MIDTOWN UTICA COMMUNITY CENTER 40 FAXTON STREET UTICA NY 13501 471353432 17395 0 FUNDED PARTNER MOHAWK VALLEY RESOURCE CENTER FOR REFUGEES 201 BLEEKER STREET UTICA NY 13501 161158764 17289 0 FUNDED PARTNER CENTRAL ONEIDA COUNTY VOLUNTEER AMBULANCE CORPS INC 7489 EAST SOUTH STREET CLINTON NY 13323 237113207 16729 0 FUNDED PARTNER AIDS COMMUNITY RESOURCES INC 287 GENESEE STREET 2ND FLOOR UTICA NY 13501 161359060 16729 0 FUNDED PARTNER MOHAWK VALLEY LATINO ASSOCIATION 28 SCOTT STREET UTICA NY 13501 562419456 16519 0 FUNDED PARTNER SALVATION ARMY OF UTICA 14 CLINTON PLACE UTICA NY 13501 135562351 16436 0 FUNDED PARTNER ON POINT FOR COLLEGE INC 500 PLANT STREET UTICA NY 13502 161569356 15794 0 FUNDED PARTNER ROME REFUGEE SERVICES INC 108 WEST COURT STREET ROME NY 13440 882520157 14918 0 FUNDED PARTNER YMCA OF THE GREATER TRI-VALLEY 301 WEST BLOOMFIELD STREET ROME NY 13440 237045379 13493 0 FUNDED PARTNER YMCA OF THE MOHAWK VALLEY 83 EAST MAIN STREET MOHAWK NY 13407 150582212 13393 0 FUNDED PARTNER LEGAL AID SOCIETY OF MID-NEW YORK INC 255 GENESEE STREET UTICA NY 13501 150578598 12356 0 FUNDED PARTNER EMPOWERED PATHWAYS INC 502 COURT STREET UTICA NY 13502 161467547 10429 0 FUNDED PARTNER PETER MAURIN HOUSE INC DBA HOPE HOUSE PO BOX 161 UTICA NY 13503 223242715 10004 0 FUNDED PARTNER HOPE CHAPEL A M E ZION CHURCH 751 SOUTH STREET UTICA NY 13501 237029162 9390 0 FUNDED PARTNER MOHAWK VALLEY COMMUNITY ACTION AGENCY INC 9882 RIVER ROAD UTICA NY 13502 160918009 8718 0 FUNDED PARTNER UTICA FOOD PANTRY INC PO BOX 76 CLINTON NY 13323 222403208 8691 0 FUNDED PARTNER SALVATION ARMY OF ROME 410 WEST DOMINIK STREET ROME NY 13440 135562351 7621 0 FUNDED PARTNER FOOTHILLS RURAL COMMUNITY MINISTRY PO BOX 156 HOLLAND PATENT NY 13354 133444765 7154 0 FUNDED PARTNER SALVATION ARMY OF HERKIMER PO BOX 168 HERKIMER NY 13350 135562351 6831 0 FUNDED PARTNER UTICA SAFE SCHOOLSHEALTHY STUDENTS PARTNERSHIP INC 106 MEMORIAL PARKWAY ROOM 208 UTICA NY 13501 161614543 6000 0 FUNDED PARTNER JEWISH COMMUNITY FEDERATION OF THE MOHAWK VALLEY INC 2310 ONEIDA STREET UTICA NY 13501 150533576 5200 0 FUNDED PARTNER 28 2 PART I, LINE 2: THE HMIS ADMINISTRATOR IS AWARE OF THE AUTHORIZED USES OF GRANT FUNDS AND REVIEWS INVOICES FROM GRANTEES TO DETERMINE THAT GRANT FUNDS WERE USED FOR AUTHORIZED PURPOSES. THE CFO REVIEWS THESE INVOICES TO ENSURE ACCURACY AND COMPLIANCE WITH GRANT AGREEMENTS PRIOR TO DISBURSING FUNDING. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF UWMV SHALL CONSIST OF THOSE PERSONS WHO ARE ELECTED AND SERVING ON THE BOARD OF DIRECTORS OF UWMV. ANY PERSON ELECTED AS A VOTING MEMBER OF THE BOARD OF DIRECTORS OF UWMV SHALL THEREBY BECOME A MEMBER OF UWMV; SUCH MEMBERSHIP SHALL CONTINUE DURING THE PERIOD THAT SUCH MEMBER IS DULY QUALIFIED AND ACTING, AND SHALL TERMINATE AT THE CONCLUSION OF THE TERM FOR WHICH HE OR SHE HAS BEEN ELECTED. ANY MEMBER OF THE BOARD OF DIRECTORS WHO DIES, RESIGNS, FAILS RE-ELECTION TO THE BOARD, OR FOR ANY OTHER REASON CEASES TO BE A MEMBER OF THE BOARD, SHALL THEREBY CEASE TO BE A MEMBER OF UWMV. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS SHALL CONSIST OF BETWEEN FIFTEEN (15) AND THIRTY-FIVE (35) DIRECTORS TO BE ELECTED BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE AND AUDIT COMMITTEE REVIEWS THE FORM 990 AND THEN PRESENTS TO THE BOARD OF DIRECTORS FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL STAFF, BOARD MEMBERS AND VOLUNTEERS ARE REQUIRED TO DISCLOSE ANY CONFLICT OF INTEREST BY SIGNING "CODE OF ETHICS" QUESTIONNAIRES. THE AUDIT COMMITTEE CHAIR THEN REVIEWS THE QUESTIONNAIRES FOR CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 A COMPETITIVE COMPENSATION STUDY IS CONDUCTED TRI-ANNUALLY AND OVERSEEN BY THE BOARD OF DIRECTORS. THE SALARY OF THE CEO/EXECUTIVE DIRECTOR IS SET IN ACCORDANCE WITH THIS STUDY AND AVAILABLE FUNDS. DIRECTOR SALARIES ARE SET BY THE CEO/EXECUTIVE DIRECTOR IN ACCORDANCE WITH THE TRI-ANNUAL SALARY STUDY, AVAILABLE FUNDS AND ARE APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 UWMV'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT UWMV'S OFFICES OR ON UWMV'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN AGENCY FUNDS HELD BY THIRD PARTY 125,534. AMENDED RETURN THE FOLLOWING PARTS AND SCHEDULES OF THE FORM 990 HAVE BEEN AMENDED AS FOLLOWS: - HEADING BOX C - CORRECTED NAME - PART I LINE 5 AND PART V LINE 2A: CORRECTED NUMBER OF INDIVIDUALS EMPLOYED - PART I LINES 8-22, PART III LINE 4A, PART VIII, PART IX, PART X, PART XI, SCHEDULE A PART II, SCHEDULE B PART I, SCHEDULE D PART V COLUMN A LINES 1C AND 1G, SCHEDULE D PART V LINES 2A AND 2B, SCHEDULE D PARTS IX AND X: CORRECTED AMOUNTS PER AUDITED FINANCIAL STATEMENTS - PART IV LINE 12A, PART XII LINES 2B AND 2C: CHANGED ANSWERS TO YES AS AUDITED FINANCIAL STATEMENTS HAVE BEEN ISSUED - PART V LINE 1A: CORRECTED NUMBER REPORTED IN BOX 2 OF FORM 1096 - PART VI LINES 6 AND 7A: CORRECTED ANSWERS TO YES AND ADDED EXPLANATION TO SCHEDULE O - PART VII: CORRECTED TITLES OF 3 DIRECTORS AND ADDED 3 DIRECTORS THAT WERE EXCLUDED DUE TO ERROR - SCHEDULE D PARTS XI AND XII: COMPLETED AS AUDITED FINANCIAL STATEMENTS HAVE BEEN ISSUED - SCHEDULE I PART II LINE 1A AND 1B: CORRECTED NAMES OF CERTAIN GRANT RECIPIENTS AND COMPLETED MISSING EINS - SCHEDULE I PART I LINE 2: ADDED PROCEDURES FOR GRANT FUND MONITORING TO PART IV - SCHEDULE I PART II LINES 2 AND 3: CORRECTED NUMBER OF GRANT RECIPIENTS