2025-05-15T15:16:33-05:00 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 UNIT 3157334691 258 GENESEE STREET UTICA NY 13502 SUSAN LITERA CEO/EXECUTIVE DIRECTOR 3157334691 2025-05-15 1 0 TIMOTHY HAMMOND P01224809 3154227109 2025-05-15 2023 2025-03-06 01:10:19Z SUSAN LITERA 258 GENESEE STREET UTICA NY 13502 1662395 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 14 53 0 0 2360499 1588387 0 0 15745 -35484 98873 70145 2475117 1623048 768645 824633 0 0 960652 837932 0 0 193169 1085992 565487 2815289 2228052 -340172 -605004 2844085 2290346 617368 536228 2226717 1754118 TO CREATE A THRIVING COMMUNITY BY CONNECTING PEOPLE, RESOURCES, AND SOLUTIONS THROUGHOUT THE MOHAWK VALLEY. 0 0 1764773 824633 58442 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. 1764773 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 0 0 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 17 0 1 14 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 NY X X X SUSAN LITERA 3157334691 258 GENESEE STREET UTICA NY 13502 WILLIAM F PERROTTI DIRECTOR 1.00 X 0 0 0 MELISSA MANN VICE PRESIDENT 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 PATRICK HARRINGTON DIRECTOR 1.00 X 0 0 0 MARK S LEWANDROWSKI DIRECTOR 1.00 X 0 0 0 TIFFANY SESTIR VICE PRESIDENT 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 ADJODHA-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 ENGAGEMENT CHAIR 1.00 X 0 0 0 TYLER BRENNAN DIRECTOR 1.00 X 0 0 0 HILARIE LYNN DEVELOPMENT CHAIR 1.00 X 0 0 0 DENISE CAVANAUGH 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 - 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 547654 1040733 1588387 3863 3863 1250 0 1250 1250 1250 39347 -39347 -39347 -39347 MISC 561000 58442 58442 MANAGEMENT FEES 561000 10453 10453 68895 1623048 58442 0 -23781 824633 824633 177322 64011 82604 30707 541843 418239 54274 69330 12901 9862 1401 1638 54946 36936 10379 7631 50920 34230 9618 7072 6203 6203 23150 23150 183026 171035 11991 75970 26845 25865 23260 17795 4988 1511 11296 91840 59696 13776 18368 2006 1003 1003 3266 1633 1633 12627 12627 BAD DEBT 89597 89597 MEMBERSHIP DUES & SUBSC 31681 4473 12579 14629 CAMPAIGN SUPPLIES 15605 10230 5375 MISCELLANEOUS 12401 7362 3812 1227 320 320 2228052 1764773 270110 193169 231402 205912 263889 33617 749437 444959 12066 11060 7999 7999 37932 0 1549359 1594798 2844085 2290346 234020 197181 2938 45785 55738 56451 324672 236811 617368 536228 X 1486880 944458 739837 809660 2226717 1754118 2844085 2290346 X -605004 132405 X 0 0 0 X 3309992 3468045 3212950 2360499 1588387 13939873 3309992 3468045 3212950 2360499 1588387 13939873 13939873 5767 2054 16340 16293 5113 45567 14844 51924 20554 62016 149338 14134778 58442 0.98620 0.98390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 739549 69823 809372 674561 64988 739549 798042 -123481 674561 608500 189542 798042 681364 -23158 -49706 608500 0.67090 0.32910 1 0 7999 7999 0 0 INTEREST IN ASSETS HELD BY THIRD PARTY 1455433 CUSTODIAL FUNDS 56451 RIGHT OF USE LEASE ASSET 82914 1594798 CAMPAIGN DESIGNATIONS PAYABLE 154094 LEASE LIABILITIES 82717 236811 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. 1 JCTOD OUTREACH INC 79918 0 FUNDED PARTNER THEA BOWMAN HOUSE 731 LAFAYETTE STREET UTICA NY 13502 48742 0 FUNDED PARTNER CATHOLIC CHARITIES OF HERKIMER COUNTY 61 WEST STREET ILION NY 13357 38863 0 FUNDED PARTNER CNY LABOR 30000 0 FUNDED PARTNER REBUILDING THE VILLAGE INC 28526 0 FUNDED PARTNER ELDERLIFE INC DBA PARKWAY CENTER 220 MEMORIAL PKWY UTICA NY 13501 20403 0 FUNDED PARTNER UNITED WAY SUNCOAST 20000 0 FUNDED PARTNER MUNICIPAL HOUSING AUTHOIRTY OF THE CITY OF UTICA NY 19184 0 FUNDED PARTNER MIDTOWN UTICA COMMUNITY CENTER 40 FAXTON ST UTICA NY 13501 17395 0 FUNDED PARTNER MOWHAWK VALLEY RESOURCE CENTER FOR REFUGEES 17289 0 FUNDED PARTNER AIDS COMMUNITY RESOURCES INC 16729 0 FUNDED PARTNER CENTRAL ONEIDA COUNTY VOLUNTEER AMBULANCE 16729 0 FUNDED PARTNER MOHAWK VALLEY LATINO ASSOCIATION 28 SCOTT ST UTICA NY 13501 16519 0 FUNDED PARTNER SALVATION ARMY OF UTICA 14 CLINTON PLACE UTICA NY 13501 16436 0 FUNDED PARTNER ON POINT FOR COLLEGE INC 500 PLANT ST UTICA NY 13502 15794 0 FUNDED PARTNER ROME FEFUGEE SERVICES 14918 0 FUNDED PARTNER YMCA OF THE GREATER TRI-VALLEY 301 W BLOOMFIELD ST UTICA NY 13442 13493 0 FUNDED PARTNER YMCA OF THE MOHAWK VALLEY 83 E MAIN ST MOHAWK NY 13407 13393 0 FUNDED PARTNER LEGAL AID SOCIETY OF MID-NEW YORK 255 GENESEE STREET UTICA NY 13501 12356 0 FUNDED PARTNER EMPOWERED PATHWAYS 502 COURT STREET UTICA NY 13502 10429 0 FUNDED PARTNER PETER MAURIN HOUSE INC 10004 0 FUNDED PARTNER HOPE CHAPEL AME ZION CHURCH 9390 0 FUNDED PARTNER MOHAWK VALLEY COMMUNITY ACTION AGENCY 9882 RIVER RD UTICA NY 13502 8718 0 FUNDED PARTNER THE COUNTY PANTRY 8691 0 FUNDED PARTNER SALVATION ARMY OF ROME 7621 0 FUNDED PARTNER FOOTHILLS RURUAL COMMUNITY MINISTRY 7154 0 FUNDED PARTNER SALVATION ARMY OF HERKIMER 6831 0 FUNDED PARTNER SAFE SCHOOLS MOHAWK VALLEY 6000 0 FUNDED PARTNER JEWISH COMMUNITY FEDERATION OF THE MOWHAWK VALLEY NY INC 5200 0 FUNDED PARTNER FORM 990, PART VI, SECTION B, LINE 11B LINE 11A EXPLANATION - AUDIT COMMITTEE REVIEWS THE UNITED WAY'S 990 WITH MANAGEMENT AND THEN THE BOARD OF DIRECTORS WILL REVIEW AND APPROVE PRIOR TO FILING AND RELEASING IT TO THE PUBLIC. 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 OUR COMPENSATION PHILOSOPHY STATEMENT STATES THAT THE POLICY OF THE UNITED WAY OF THE VALLEY & GREATER UTICA AREA IS TO PROVIDE COMPENSATION THAT IS FAIR, REASONABLE AND CONSISTENT WITH COMPENSATION PAID IN THE NON-PROFIT SECTOR FOR POSITIONS OF COMPARABLE WORTH, COMPLEXITY AND RESPONSIBILITY. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SHALL DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR UNDER THE GUIDELINES SET FORTH IN THE COMPENSATION POLICY USING THE FOLLOWING PROCESS: 1) ANNUAL BENCHMARKING 2) SALARY RANGES - THREE BROADBAND LEVELS A) DIRECTOR LEVEL B) PROFESSIONAL/SUPPORT LEVEL C) ADMINISTRATIVE 3) PERFORMANCE REVIEWS FORM 990, PART VI, SECTION C, LINE 19 THE UNITED WAY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE UNITED WAY OFFICES. IN ADDITION, THE FINANCIAL STATEMENTS AS FILED WITH THE CHARITIES BUREAU ARE AVAILABLE ON THAT AGENCY'S WEB SITE AND THE UNITED WAY'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN AGENCY FUND INVESTMENT 132,405.