2024-07-10T11:52:19-05:00 2023-12-31 231311005 BOYER & RITTER LLC 211 HOUSE AVENUE CAMP HILL PA 17011 990 2023-01-01 251730590 UNITED WAY OF FRANKLIN COUNTY UNIT 7172620015 182 S SECOND STREET CHAMBERSBURG PA 17201 AMY M HICKS EXECUTIVE DIRECTOR 7172620015 2024-06-10 1 AMY HICKS 999009999 1 DAVID J MANBECK CPA P00773661 7172647456 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z AMY M HICKS 182 S SECOND STREET CHAMBERSBURG PA 17201 1009991 0 X WWW.UWFCPA.ORG X 1994 PA TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF FRANKLIN COUNTY 18 18 4 535 0 0 641717 715541 155315 79241 31958 33100 673 125 829663 828007 218277 252563 0 0 241974 253219 0 0 102739 305000 312544 765251 818326 64412 9681 1862275 1954509 212263 195224 1650012 1759285 TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF FRANKLIN COUNTY 0 0 239280 232563 ALLOCATION AND DESIGNATION SERVICES: UNITED WAY OF FRANKLIN COUNTY PROVIDES FINANCIAL SUPPORT TO QUALIFYING, NON-PROFIT AGENCIES WITHIN THE ORGANIZATION'S SERVICE AREA. THESE NON-PROFIT AGENCY RECIPIENTS MUST DEMONSTRATE A HUMAN SERVICE FOCUS TO RESIDENTS OF FRANKLIN COUNTY. CONTRIBUTIONS TO THESE NON-PROFIT AGENCIES CAN BE AT THE DISCRETION OF THE ORGANIZATION, OR BE DONOR-DESIGNATED. FOR 2023 $159,950 WAS ALLOCATED TO THESE AGENCIES BY THE UNITED WAY OF FRANKLIN COUNTY AND $72,613 WAS DESIGNATED BY DONOR FOR THESE AGENCIES. 56083 31029 STEPPING FORWARD WORKS: STEPPING FORWARD WORKS: THE PROGRAM CREATES A HAND-UP SUPPORT SYSTEM, ENCOURAGING INDIVIDUALS TO MOVE INTO SELF-RELIANCE BY TEACHING JOB READINESS, COMPETITIVE SKILLS, AND FINANCIAL LITERACY. THE PROGRAM SERVED ABOUT 19 FRANKLIN COUNTY RESIDENTS IN 2023 289507 20000 48337 OTHER PROGRAM SERVICES; OTHER PROGRAM SERVICES: THE ORGANIZATION OPERATES VARIOUS OTHER PROGRAMS TO SUPPORT FRANKLIN COUNTY AND THE SERVICES OF 21 SEPARATE PROGRAMS WITHIN 15 PROGRAM PARTNERS. THESE PROGRAMS ARE TO PROVIDE FINANCIAL SUPPORT, AND FOSTER COLLABORATION BETWEEN ORGANIZATIONS TO HELP BUILD THEIR CAPACITY BY PROVIDING FUNDING, VOLUNTEER RESOURCES, AND GIFTS IN KIND. THE ORGANIZATION WORKS TO ADVOCATE FOR THE NEEDS OF THE COMMUNITY BY BRINGING FOR-PROFIT AND NON-PROFIT ENTITIES TOGETHER IN CONVERSATION 584870 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X X AMY M HICKS 7172620015 182 SOUTH SECOND STREET CHAMBERSBURG PA 17201 KEN DITZLER PRESIDENT 1.00 X X 0 0 0 ROBIN HARMON VICE PRESIDENT 1.00 X X 0 0 0 PAM JOHNS SECRETARY 1.00 X X 0 0 0 BONNIE ZEHLER TREASURER, IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 ALVARO OROZCO BOARD MEMBER 1.00 X 0 0 0 GRACE WALLER BOARD MEMBER 1.00 X 0 0 0 ROBERT CORRELL BOARD MEMBER 1.00 X 0 0 0 KIM CRIDER BOARD MEMBER 1.00 X 0 0 0 JOHN FLANNERY BOARD MEMBER 1.00 X 0 0 0 TIFFANY FREDERICK BOARD MEMBER 1.00 X 0 0 0 TOD KLINE BOARD MEMBER 1.00 X 0 0 0 GLADYS LEON BOARD MEMBER 1.00 X 0 0 0 VANESSA MCDOWELL BOARD MEMBER 1.00 X 0 0 0 MIKE ROSS BOARD MEMBER 1.00 X 0 0 0 ELLIOTT SULCOVE BOARD MEMBER 1.00 X 0 0 0 BLAKE TRUMAN BOARD MEMBER 1.00 X 0 0 0 SHAUN YOUNG BOARD MEMBER 1.00 X 0 0 0 BERNICE CROUSE BOARD MEMBER 1.00 X 0 0 0 AMY M HICKS EXECUTIVE DIRECTOR 40.00 X 66207 0 2179 66207 0 2179 0 0 0 0 0 136919 578622 48701 715541 OTHER PROGRAM INCOME 624100 48212 48212 STEPPING FORWARD WORKS 624100 31029 31029 79241 31249 31249 183835 181984 1851 1851 1851 OTHER REVENUE 900099 125 125 125 828007 79366 0 33100 232563 232563 20000 20000 65944 29675 29015 7254 138907 78896 18101 41910 3939 1773 1733 433 26491 14355 5266 6870 17938 9507 4126 4305 44676 44676 8590 8590 22483 22483 2423 1284 557 582 1768 937 407 424 7965 4221 1832 1912 4132 2191 951 990 173 173 7575 7575 10453 5540 2404 2509 5805 3077 1335 1393 OTHER PROGRAM EXPENSE 83049 83049 DONATED MATERIALS AND S 48701 48701 TELEPHONE/NETWORK 39770 21078 9147 9545 CAMPAIGN SUPPLIES 14085 14085 10896 5540 2404 2952 818326 584870 130717 102739 144960 144175 46334 64707 20000 5797 7069 403955 174818 239590 229137 1107 1181 1404487 1508240 1862275 1954509 23287 24382 188976 170842 212263 195224 X 508322 579680 1141690 1179605 1650012 1759285 1862275 1954509 9681 99592 0 X X 0 1 X 1 0 X 650375 662040 615188 641717 715541 3284861 650375 662040 615188 641717 715541 3284861 3284861 39843 38589 39671 31961 31249 181313 3466174 573844 0.94770 0.95190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 856164 92037 8590 939611 977007 -117016 3827 856164 897032 88337 8362 977007 973233 55238 123200 8239 897032 913223 104880 36500 8370 973233 0.43600 0.56400 0 0 43000 43000 300562 116003 184559 55345 53767 1578 5048 5048 0 229137 CASH VALUE OF LIFE INSURANCE 5396 ENDOWMENT FUND 919611 BENEIFICAL INTEREST IN PERPETUAL TRUSTS 583208 GIFT CARDS HELD FOR DISTRIBUTION 25 1508240 ALLOCATIONS PAYABLE 159950 DESIGNATIONS PAYABLE 10892 170842 X 851871 99592 5475 105067 746804 8590 72613 81203 828007 742598 5475 5475 737123 8590 72613 81203 818326 PART X, LINE 2: MANAGEMENT HAS ASSESSED THE ORGANIZATION'S EXPOSURE TO INCOME TAXES AT THE ENTITY LEVEL AS A RESULT OF UNCERTAIN TAX POSITIONS TAKEN IN CURRENT AND PREVIOUSLY-FILED TAX RETURNS. EXAMPLES OF UNCERTAIN TAX POSITIONS TAKEN AT THE ENTITY LEVEL INCLUDE THE CONTINUING VALIDITY OF THE ORGANIZATION'S EXEMPT STATUS AND THE PROSPECT OF BEING SUBJECT TO THE FILING REQUIREMENT FOR UNRELATED BUSINESS INCOME. PRESENTLY, MANAGEMENT BELIEVES THAT IS MORE LIKELY THAN NOT THAT THE ORGANIZATION'S TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION, INCLUDING ANY APPEALS AND LITIGATION, AND CONSEQUENTLY, THE ORGANIZATION HAS NO EXPOSURE TO INCOME TAX LIABILITIES FROM UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 72,613. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 72,613. 1 CHAMBERSBURG MEMORIAL YMCA 570 E MCKINLEY STREET CHAMEBRSBURG PA 17201 231476339 501 (C) (3) 9500 0 GENERAL SUPPORT FOR CLUB FIRST START PARTNERSHIPS FOR CHILDREN AND FAMILIES 1438 EXCEL AVENUE CHAMBERSBURG PA 17201 231152007 501 (C) (3) 12000 0 GENERAL SUPPORT FOR SERVICES LINCOLN AREA INTERMEDIATE UNIT NO 12 305 W COMMERCE STREET CHAMBERSBURG PA 17201 231743636 501 (C) (3) 10900 0 GENERAL SUPPORT FOR LEGAL SERVICES SOUTH CENTRAL COMMUNITY ACTION PROGRAMS INC 153 NORTH STRATTON STREET GETTYSBURG PA 17325 232020123 501 (C) (3) 8526 0 GENERAL SUPPORT FOR SERVICES WAYNESBORO COMMUNITY & HUMAN SERVICES 123 WALNUT STREET WAYNESBORO PA 17268 251366504 501 (C) (3) 13050 0 GENERAL SUPPORT FOR SERVICES WAYNESBORO EARLY LEARNING CENTER 1801 E MAIN STREET WAYNESBORO PA 17268 231856521 501 (C) (3) 15000 0 GENERAL SUPPORT FOR DAY CARE SERVICES WAYNESBORO YMCA 810 EAST MAIN STREET WAYNESBORO PA 17268 231352601 501 (C) (3) 5170 0 GENERAL SUPPORT FOR SERVICES WOMEN IN NEED PO BOX 25 CHAMBERSBURG PA 17201 231325029 501 (C) (3) 8300 0 GENERAL SUPPORT FOR SERVICES FRANKLIN COUNTY LEGAL SERVICES 14 NORTH MAIN STREET CHAMBERSBURG PA 17201 371416631 501 (C) (3) 10900 0 GENERAL SUPPORT FOR SERVICES HEALTHY COMMUNITIES PARTNERSHIP 232 LINCOLN WAY EAST SUITE A CHAMBERSBURG PA 17201 251887439 501 (C) (3) 7531 0 GENERAL SUPPORT FOR SERVICES FRANKLIN COUNTY LIBRARY SYSTEM 101 RAGGED EDGE RD S CHAMBERSBURG PA 17202 231457996 501 (C) (3) 12000 0 GENERAL SUPPORT FOR SERVICES LITTLE DAISY'S CLOSET 1613 ORCHARD DR CHAMBERSBURG PA 17201 882970504 501 (C) (3) 11500 0 GENERAL SUPPORT FOR SERVICES PENN STATE AGRICULTURAL EXTENSION 200 INNOVATION BLVD SUITE 110 UNIVERSITY PARK PA 16802 246000376 501 (C) (3) 7000 0 GENERAL SUPPORT FOR SERVICES SOUTH CENTRAL COMMUNITY ACTION PROGRAMS INC (THE GLEANING PROJECT) 153 NORTH STRATTON STREET GETTYSBURG PA 17325 232020123 501 (C) (3) 6900 0 GENERAL SUPPORT FOR SERVICES EITC SCHOLARSHIPS 5 20000 PART I, LINE 2: PART I, LINE 2 - PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: THE ORGANIZATION HAS A GROUP OF BOARD MEMBERS AND EMPLOYEES WHO REVIEW THE QUALIFICATIONS OF THE GRANTEES EACH YEAR, INCLUDING THE GRANTEES' FINANCIAL STATEMENTS, FORM 990, CERTIFICATE OF EXCEMPTION, ETC. X 1 0 X MATERIALS 0 48701 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGINZATION CHANGED THE NUMBER MEMBERS OF THE BOARD OF DIRECTORS TO BE BETWEEN FIFTEEN AND NINETEEN MEMBERS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS ORGANIZED WITH DONOR MEMBERS, PARTNER AGENCY MEMBERS, AND BOARD OF DIRECTORS MEMBERS. DONOR MEMBERS BECOME A MEMBER OF THE ORGANIZATION THE CAMPAIGN YEAR FOR WHICH THE CONTRIBUTION IS MADE. PARTNER AGENCY MEMBERS ARE EACH A HEALTH AND HUMAN SERVICES DEVELOPMENT AGENCY WHICH HAS BEEN APPROVED BY THE BOARD OF DIRECTORS OF THE ORGANIZATION TO BECOME A MEMBER OF THE ORGANIZATION FOR THE CAMPAIGN YEAR FOR WHICH THEY ARE APPROVED. BOARD OF DIRECTORS MEMBRES ARE AUTOMATICALLY MEMBERS UPON THE ELECTION TO THE ORGANIZATION'S BOARD. FORM 990, PART VI, SECTION A, LINE 7A BY-LAWS, ARTICLE IV, SECTION 1, THE MANAGEMENT AND ADMINISTRATION OF THE AFFAIRS OF THE ORGANIZATION SHALL BE CONDUCTED BY A VOLUNTEER BOARD OF DIRECTORS. THE BOARD OF DIRECTORS SHALL CONSIST OF NINETEEN ELECTED MEMBERS, SEVEN OF WHOM SHALL BE ELECTED EACH YEAR FOR A TERM OF THREE YEARS AT THE ANNUAL MEETING TO BE HELD AT THE BEGINNING OF THE NEW FISCAL YEAR. PROSPECTIVE DIRECTORS ARE IDENTIFIED BY A NOMINATING COMMITTEE AND PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN DETAIL BY THE FINANCE COMMITTEE AND APPROVED FOR FILING BY A MAJORITY OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS SIGNED YEARLY BY THE BOARD OFFICERS. POTENTIAL CONFLICTS ARE THEN NOTED AND BOARD MEMBERS ARE REQUIRED TO ABSTAIN FROM VOTING ON ANY MATTERS THAT MAY CONSTITUTE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 ALL COMPENSATION CHANGES ARE APPROVED BY THE BOARD OF DIRECTORS AT THE MONTHLY BOARD MEETING, FOLLOWING REVIEW OF PERFORMANCE. COMPENSATION RANGE FOR ANNUAL INCREASE IS ALSO FORMALLY APPROVED BY THE FINANCE COMMITTEE DURING THE BUDGETING PROCESS. THE PERSONNEL COMMITTEE REVIEWS ANY SIGNIFICANT CHANGES TO COMPENSATION OR BENEFITS BY COMPARING PRACTICES OF SIMILAR ENTITIES AND LOCAL ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST AT ITS CORPORATE HEADQUARTERS AT 182 SOUTH SECOND STREET, CHAMBERSBURG, PA 17201 FORM 990, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE ITS AUDITOR SELECTION OR OVERSIGHT PROCESS DURING THE TAX YEAR.