2025-11-12T13:21:05-05:00 2025-06-30 264006060 SAXTON KOCUR AND ASSOCIATES LLP 301 E 2ND ST SUITE 303 JAMESTOWN NY 147015409 990 2024-07-01 160772743 UNITED WAY OF SOUTHERN CHAUTAUQUA COUNTY INC UNIT 7164831561 208 PINE STREET JAMESTOWN NY 14701 KATHY BURCH VICE PRESIDENT 7164831561 2025-10-28 true true LUCINDA M SAXTON CPA P00476541 7164836109 2025-11-10 X 2024 2025-03-06 01:10:19Z KATHY BURCH 208 PINE STREET JAMESTOWN NY 14701 2117674 false X UWAYSCC.ORG X 1954 NY UNITED WAY OF SOUTHERN CHAUTAUQUA COUNTY MOBILIZES THE COMMUNITY TO HELP PEOPLE IMPROVE THEIR LIVES. 35 35 8 565 0 1442743 1530177 0 103435 145919 59196 111597 1605374 1787693 1045000 1045000 0 350963 481361 0 166199 275751 246432 1671714 1772793 -66340 14900 3462470 3604927 178591 162263 3283879 3442664 UNITED WAY OF SOUTHERN CHAUTAUQUA COUNTY MOBILIZES THE COMMUNITY TO HELP PEOPLE IMPROVE THEIR LIVES. false false 1045000 1045000 ALLOCATIONS - GRANT FUNDING TO COMMUNITY PARTNERS TO DELIVER PROGRAMS ALIGNED WITH THE FOLLOWING STRATEGIC OBJECTIVES: INCREASE THE NUMBER OF FAMILIES WITH THE NECESSARY LIFE SKILLS TO BE SELF-SUFFICIENT, INCREASE THE READY WORKFORCE BY ADDRESSING THE SOFT AND HARD SKILLS GAP AMONG YOUNG PEOPLE AND ADULTS, IMPROVE ACADEMIC SUCCESS BY WORKING DIRECTLY WITH YOUTH FROM CRADLE TO CAREER, AND IMPROVE THE HEALTH AND INDEPENDENCE OF VULNERABLE POPULATIONS. 394556 COMMUNITY IMPACT - ADMINISTERING THE EMERGENCY FOOD AND SHELTER PROGRAM AND A VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM. ALSO, DIRECT FINANCIAL SUPPORT MAINTAINS THE 2-1-1 HELPLINE FOR SOUTHERN CHAUTAUQUA COUNTY, ALONG WITH PROVIDING TECHNICAL ASSISTANCE TO COMMUNITY PARTNERS TO STRENGTHEN PROGRAMS AND MEASURE IMPACT, AND ASSISTANCE MOBILIZING STAKEHOLDERS AROUND EMERGING COMMUNITY NEEDS. 1439556 true true false false false false false false false true true false false true true false true false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 8 0 8 true false false false false false false false false false false false false X 35 35 false false false false true true true true true false false true true true true true true true false false NY X X LISA SUNDAY FINANCE ADMIN MGR 7164831561 208 PINE STREET JAMESTOWN NY 14701 AMY J ROHLER EXECUTIVE DI 40.00 X 87288 0 9256 CHRISTINE TARBRAKE PRESIDENT 2.00 X X 0 0 0 KATHY BURCH VICE PRESIDE 2.00 X X 0 0 0 MALLORY SMITH TREASURER 2.00 X X 0 0 0 JORDON STEVES SECRETARY 2.00 X X 0 0 0 JOELLE WASHER PAST PRES/DI 1.00 X X 0 0 0 MARY LOU BAILEN DIRECTOR 1.00 X 0 0 0 IVORY BROOKS DIRECTOR 1.00 X 0 0 0 JAMES CAMA DIRECTOR 1.00 X 0 0 0 LUIS CASTRO DIRECTOR 1.00 X 0 0 0 LUCAS CATALANO DIRECTOR 1.00 X 0 0 0 CHRIS COLBURN DIRECTOR 1.00 X 0 0 0 JASON DECHARD DIRECTOR 1.00 X 0 0 0 KELLY DIMITRI DIRECTOR 1.00 X 0 0 0 MAUREEN DONAHUE DIRECTOR 1.00 X 0 0 0 ANDREW FAULKNER DIRECTOR 1.00 X 0 0 0 TYLER GOTOWKA DIRECTOR 1.00 X 0 0 0 DANIEL GULLOTTI DIRECTOR 1.00 X 0 0 0 CAROL HAY DIRECTOR 1.00 X 0 0 0 VINCE HORRIGAN DIRECTOR 1.00 X 0 0 0 DAMIEN JACKSON DIRECTOR 1.00 X 0 0 0 DEB KATHMAN DIRECTOR 1.00 X 0 0 0 KYLE LEIKAM DIRECTOR 1.00 X 0 0 0 DAVID LOCKWOOD DIRECTOR 1.00 X 0 0 0 LEW MECKLEY DIRECTOR 1.00 X 0 0 0 MATT NEWMAN DIRECTOR 1.00 X 0 0 0 BONNIE PETERS DIRECTOR 1.00 X 0 0 0 MIKE ROBERTS DIRECTOR 1.00 X 0 0 0 BRAD ROWE DIRECTOR 1.00 X 0 0 0 JACOB SAM DIRECTOR 1.00 X 0 0 0 DR JAMES SHERRY DIRECTOR 1.00 X 0 0 0 HEATHER TURNER DIRECTOR 1.00 X 0 0 0 JENNIFER WILKINS DIRECTOR 1.00 X 0 0 0 DON WILLIAMS JR DIRECTOR 1.00 X 0 0 0 DAVE WINCHELL DIRECTOR 1.00 X 0 0 0 KYLE YELICH DIRECTOR 1.00 X 0 0 0 87288 9256 false false false 1530177 8716 1530177 72573 72573 380287 23040 329981 50306 23040 73346 73346 SHARED SERVICES - UWNCC 900099 84921 84921 ADMINISTRATIVE FEES 561000 27880 27880 OTHER 561000 -1204 -1204 111597 1787693 257516 1045000 1045000 101319 52375 22108 26836 279959 154898 56770 68291 18025 9960 3661 4404 55625 30381 11447 13797 26433 14387 5461 6585 6875 6875 12105 12105 5067 2758 1047 1262 24961 3996 4200 16765 20577 11200 4251 5126 34287 18662 7083 8542 14930 8730 3160 3040 5451 2967 1126 1358 11791 6418 2436 2937 3941 3941 PROGRAM AND PROJECT EXP 46619 46619 MERGER EXPENSES 30697 15348 15349 DUES 20442 11127 4223 5092 TELEPHONE 6239 3396 1289 1554 2450 1334 506 610 1772793 1439556 167038 166199 25 25 559839 551418 263752 282574 4494 12722 4837 5295 254450 109509 173680 144941 2280447 2388285 175396 219667 3462470 3604927 4600 2791 8271 9577 165720 149895 178591 162263 X 1391430 1186565 1892449 2256099 3283879 3442664 3462470 3604927 X 14900 122665 364 20856 X false true X true false X 1452578 1489114 1400755 1442743 1530177 7315367 1452578 1489114 1400755 1442743 1530177 7315367 1532953 5782414 80189 43339 56230 70199 72573 322530 20563 17991 28849 59196 111597 238196 7876093 0.73420 0.76040 X PART II, LINE 10 ADMIN FEES, REIMBURSEMENTS, OTHER 238,196 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2250446 253724 103780 12105 2388285 2101293 261434 100840 11441 2250446 2014090 198560 100456 10901 2101293 2443164 -320261 96160 12653 2014090 1838507 150000 557047 91287 11103 2443164 1.00000 true false 130759 26152 104607 74189 50576 23613 49502 32781 16721 144941 FUND HELD AT COMMUNITY FOUNDATION 219667 219667 FINANCE LEASE LIABILITIES 112947 DONOR DESIGNATIONS 19102 DUE FROM RELATED PARTY 14387 CASH HELD FOR OTHERS 3459 149895 1921614 122665 2505 20856 146026 1775588 12105 12105 1787693 1763193 2505 2505 1760688 12105 12105 1772793 SCHEDULE D, PAGE 2, PART V, LINE 4 THE PURPOSE OF THE BOARD-RESTRICTED INVESTMENT FUND IS AS A RESOURCE TO PROVIDE FOR CURRENT AND FUTURE OPERATIONAL NEEDS OF THE AGENCY. USE OF THE FUND'S INVESTMENTS IS AT THE DISCRETION OF THE BOARD. IN NOVEMBER 2020, THE AGENCY ESTABLISHED THE UNITED WAY CENTURY SOCIETY FUND AT THE CHAUTAUQUA REGION COMMUNITY FOUNDATION (CRCF), JAMESTOWN, NY. THE FUND IS AN AGENCY FUND AND IS TO BE USE TO SUPPORT OPERATIONAL AND ADMINISTRATIVE EXPENSES OF THE AGENCY. UNDER THE TERMS OF THE FUND AGREEMENT WITH CRCF, ALL CONTRIBUTIONS TO THE FUND ARE IRREVOCABLE AND CRCF MAINTAINS VARIANCE POWER OVER THE FUND. TOTAL CONTRIBUTIONS OF 30,000 AND 3,000 WERE MADE INTO THE FUND IN THE YEARS ENDED JUNE 30, 2025 AND 2024, RESPECTIVELY. INCOME DISTRIBUTIONS FROM THE FUND WERE 6,585 AND 9,047 FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, RESPECTIVELY. THE VALUE OF THE FUND AT JUNE 30, 2025 AND 2024, AS REPORTED BY CRCF, WAS 219,667 AND 175,396, RESPECTIVELY. THESE AMOUNTS ARE REPORTED AS OTHER ASSETS ON FORM 990, PART X,LINE 15. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF ASSET HELD BY ANOTHER 20,856 true A CHILDREN'S PLACE1ST PRESBYTERIAN 509 PRENDERGAST AVE JAMESTOWN NY 14701 160754662 3 12000 PROGRAM SUPPORT ALLEGHENY HIGHLANDS COUNCIL BSA 50 HOUGH HILL ROAD FALCONER NY 14733 161012578 3 11000 PROGRAM SUPPORT AMERICAN RED CROSS 325 EAST 4TH STREET JAMESTOWN NY 14701 160904250 3 51000 PROGRAM SUPPORT WCD BOYS & GIRLS CLUB 62 ALLEN STREET JAMESTOWN NY 14701 160743055 3 155000 PROGRAM SUPPORT CASA OF CHAUTAUQUA COUNTY 2 ACADEMY STREET SUITE 5 MAYVILLE NY 14757 270063621 3 25000 PROGRAM SUPORT CHAUTAUQUA LAKE CHILD CARE 100 N ERIE STREET MAYVILLE NY 14757 205027676 3 18000 PROGRAM SUPPORT CHAUTAUQUA ADULT DAY CARE 358 EAST 5TH STREET JAMESTOWN NY 14701 161182855 3 32000 PROGRAM SUPPORT PREVENTION WORKS 501 W THIRD STREET JAMESTOWN NY 14701 161037314 3 50000 PROGRAM SUPPORT CHAUTAUQUA BLIND ASSOCIATION 510 WEST 5TH STREET JAMESTOWN NY 14701 160772744 3 23500 PROGRAM SUPPORT CHAUTAUQUA OPPORTUNITIES INC 17 WEST COURTNEY STREET DUNKIRK NY 14048 160905222 3 7500 PROGRAM SUPPORT CHAUTAUQUA SAFETY VILLAGE 2695 NY-394 ASHVILLE NY 14710 161566945 3 10000 PROGRAM SUPPORT CHAUTAUQUA STRIDERS INC 301 EAST 2ND STREET SUITE 102 JAMESTOWN NY 14701 161156685 3 58000 PROGRAM SUPPORT FAMILY SERVICE OF THE CHAUT REGION 332 EAST 4TH STREET JAMESTOWN NY 14701 166000351 3 70000 PROGRAM SUPPORT CHILD ADVOCACY PROGRAM 405 WEST 3RD STREET JAMESTOWN NY 14701 273006132 3 31000 PROGRAM SUPPORT GIRL SCOUTS OF SWNY 3332 WALDEN AVE SUITE 106 DEPEW NY 14043 160837953 3 24000 PROGRAM SUPPORT JAMESTOWN COMMUNITY LEARNING COUNC 501 W 3RD STREET JAMESTOWN NY 14701 161454342 3 43000 PROGRAM SUPPORT MEALS ON WHEELS 3045 FLUVANNA AVE JAMESTOWN NY 14701 161082828 3 20000 PROGRAM SUPPORT THE RELIEF ZONE INC 5 FREW RUN ROAD FREWSBURG NY 14738 711005226 3 10500 PROGRAM SUPPORT THE SALVATION ARMY 83 SOUTH MAIN STREET JAMESTOWN NY 14701 160743180 3 117500 PROGRAM SUPPORT YMCA 101 EAST 4TH STREET JAMESTOWN NY 14701 160743238 3 65500 PROGRAM SUPPORT YWCA OF JAMESTOWN 401 NORTH MAIN STREET JAMESTOWN NY 14701 160743244 3 88000 PROGRAM SUPPORT MENTAL HEALTH ASSOCIATION 31 WATER STREET JAMESTOWN NY 14701 161563436 3 39000 PROGRAM SUPPORT CHAUTAUQUA CO CHAPTER NYSARC 200 DUNHAM AVE JAMESTOWN NY 14701 160968914 3 15000 PROGRAM SUPPORT COMMUNITY CONNECTIONS- FINDLEY LAKE PO BOX 21 FINDLEY LAKE NY 14736 462151761 3 16500 PROGRAM SUPPORT COMMUNITY HELPING HANDS 31 WATER STREET JAMESTOWN NY 14701 161588103 3 15000 PROGRAM SUPPORT UCAN CITY MISSION 7 WEST 1ST STREET JAMESTOWN NY 14701 383793917 3 20000 PROGRAM SUPPORT RENAISSANCE CORPORATION 200 EAST THIRD STREET 3RD FLOOR JAMESTOWN NY 14701 300413862 501C3 8500 PROGRAM SUPPORT 29 SCHEDULE I, PAGE 1, PART I, LINE 2 THE UNITED WAY FUNDS PROGRAMS THAT ALIGN WITH ITS FOUR STRATEGIC OBJECTIVES. PROGRAMS MUST IDENTIFY SPECIFIC OUTCOMES AND REPORT SPECIFIC INDICATORS AT SIX MONTH INTERVALS DURING THE FUNDING CYCLE. THE COMMUNITY IMPACT COMMITTEE (COMPRISED OF BOARD MEMBERS AND COMMUNITY VOLUNTEERS) REVIEWS THE REPORTS. STAFF CONDUCT SITE VISITS AS NEEDED BUT NOT LESS THAN TWO PER YEAR. COMMUNITY VOLUNTEERS ALSO CONDUCT ONE ANNUAL SITE VISIT AND USE A SCORECARD TO EVALUATE THE PERFORMANCE OF THE PROGRAM. UNITED WAY STAFF COMPLETE AN AGENCY EXCELLENCE CHECKLIST ANNUALLY ON EACH ORGANIZATION REQUESTING FUNDING. THIS CHECKLIST REQUIRES THE REVIEW OF KEY DOCUMENTS INCLUDING AUDITED FINANCIALS, BOARD LISTS AND 990S. SCHEDULE I, PAGE 4, PART IV IN ADDITION TO THE TWENTY-SEVEN 501(C)(3) ORGANIZATIONS LISTED IN PART 2, TWO OTHER 501(C)(3) ORGANIZATIONS WERE PROVIDED COMBINED PROGRAM SUPPORT OF 8,500 IN 2024-25. THESE RECIPIENTS WERE NOT REQUIRED TO BE REPORTED IN PART II. FORM 990 PART IX, LINE 1 - GRANTS AND OTHER ASSISTANCE: UNITED WAY ALLOCATIONS TO ORGANIZATIONS 1,045,000 FORM 990, PAGE 1, PART I, LINE 6 INDIVIDUALS SERVING ON THE BOARD OF DIRECTORS AND OTHER INDIVIDUALS SERVING ON COMMITTEES AND/OR ASSISTING IN THE AGENCY'S ANNUAL CAMPAIGN DRIVE AND COMMUNITY IMPACT PROGRAMS. FORM 990, PAGE 6, PART VI, LINE 6 IN ACCORDANCE WITH ITS BYLAWS, ANY INDIVIDUAL, CORPORATION, FOUNDATION, OR PARTNERSHIP MAKING A PLEDGE OR CONTRIBUTION SHALL BE A MEMBER OF THE UNITED WAY OF SOUTHERN CHAUTAUQUA COUNTY FOR THE CALENDAR YEAR IN WHICH THE PLEDGE OR CONTRIBUTION IS MADE. THE MEMBERS SHALL ELECT THE BOARD OF DIRECTORS AND APPROVE CHANGES TO THE BYLAWS. AT THEIR ANNUAL MEETING ON 7/30/24, THE ORGANIZATION VOTED TO CHANGE THE REQUIREMENTS OF MEMBERSHIP TO ANY PERSON, CORPORATION, FOUNDATION OR PARTNERSHIP WHO MAKES A PLEDGE OR GIFT OF AT LEAST 50 IN THE CALENDAR YEAR IT IS MADE, AND WHO SELF-ELECTS TO REQUEST MEMBERSHIP. FORM 990, PAGE 6, PART VI, LINE 7A MEMBERS, AS DEFINED IN 6 ABOVE, HAVE THE RIGHT AT THE ANNUAL MEETING OF MEMBERS TO ELECT THE BOARD OF DIRECTORS, HEAR A FINANCIAL REPORT OF THE ORGANIZATION, HEAR A GENERAL REPORT OF THE ORGANIZATION'S ACTIVITIES, AND CONDUCT SUCH OTHER BUSINESS AS MAY PROPERLY COME BEFORE SUCH MEETING. THE PRESENCE IN PERSON OR BY PROXY OF APPROXIMATELY 100 MEMBERS ENTITLED TO VOTE SHALL CONSTITUTE A QUORUM OF THE MEMBERSHIP AT ANY MEETING THEROF. FORM 990, PAGE 6, PART VI, LINE 7B THE BYLAWS OF THE ORGANIZATION MAY BE ALTERED OR REPEALED BY THE MEMBERS BY A VOTE OF TWO-THIRDS OF THOSE PRESENT AT ANY ANNUAL MEETING OR SPECIAL MEETING CALLED FOR THAT PURPOSE. FORM 990, PAGE 6, PART VI, LINE 11B THE AUDIT COMMITTEE AND MANAGEMENT PERFORM A DETAILED REVIEW OF FORM 990 PRIOR TO ITS PRESENTATION TO THE BOARD OF DIRECTORS FOR APPROVAL AND FILING. THE 990 IS MADE AVAILABLE IN EITHER PAPER OR ELECTRONIC FORMAT TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO APPROVAL AND FILING. FORM 990, PAGE 6, PART VI, LINE 12C BOARD MEMBERS AND STAFF ARE REQUIRED TO COMPLETE AND SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT. ANY MATERIAL TRANSACTION THAT MAY INVOLVE POSSIBLE CONFLICT OF INTEREST IS TO BE REVIEWED BY THE GOVERNANCE COMMITTEE AND EXECUTIVE DIRECTOR AND/OR BOARD MEMBERS FOR APPROVAL OR PAYMENT OF TRANSACTION IN WHICH THEY HAVE A MATERIAL INTEREST. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL OR NON-FINANCIAL INTEREST AND MUST BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE GOVERNANCE COMMITTEE TO WHOM THE BOARD OF DIRECTORS HAS DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. A STATEMENT OF DISCLOSURE MUST BE SUBMITTED PRIOR TO THE INITIAL ELECTION OF A DIRECTOR AND BY ALL INTERESTED PERSONS EACH FISCAL YEAR AND ANNUALLY THEREAFTER OR WHENEVER AN ACTUAL OR POSSIBLE CONFLICT ARISES. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD OF DIRECTORS ESTABLISHES THE EXECUTIVE DIRECTOR'S COMPENSATION AS PART OF THE ANNUAL PERFORMANCE REVIEW CONDUCTED ON OR AROUND THE INDIVIDUAL'S ANNIVERSARY HIRE DATE. THE PRESIDENT OF THE BOARD OF DIRECTORS OVERSEES THE PROCESS AND HAS THE DISCRETION TO DELEGATE THE RESPONSIBLITY TO THE PERSONNEL COMMITTEE OR FULL BOARD. COMPARATIVE SALARY DATA FROM BOTH UNITED WAY WORLDWIDE AND LOCAL NOT-FOR-PROFIT AGENCIES ARE USED TO BENCHMARK THE EXECUTIVE DIRECTOR'S COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 19 THE ANNUAL AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE UNITED WAY'S WEBSITE (UWAYSSC.ORG) OR UPON REQUEST AT THE UNITED WAY OFFICE. ALL ORGANIZATIONAL AND GOVERNING DOCUMENTS SUBJECT TO PUBLIC REVIEW, INCLUDING FORM 1023, ARE AVAILABLE UPON REQUEST AT THE UNITED WAY OFFICE. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF ASSET HELD BY ANOTHER 20,856 UNITED WAY OF NORTHERN CHAUTAUQUA C 626 CENTRAL AVENUE DUNKIRK NY 140482517 160811787 501C3 7 N/A false false false false false false false false false false false false true true false true true true false false UNITED WAY OF NORTHERN CHAUTAUQUA C O 84921 TIME TRACKING UNITED WAY OF NORTHERN CHAUTAUQUA C L 4073 AMOUNTS PAID UNITED WAY OF NORTHERN CHAUTAUQUA C P 18982 AMOUNTS PAID UNITED WAY OF NORTHERN CHAUTAUQUA C M 39192 AMOUNTS PAID UNITED WAY OF NORTHERN CHAUTAUQUA C Q 5060 AMOUNTS PAID