Nonprofit · EIN 15-0532074
UNITED WAY OF THE VALLEY & GREATER UTICA AREA INC
Tax-exempt · UTICA, NY 13502
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,630,781 | $2,142,259 | -$511,478 | $2,002,245 | $454,373 | $1,547,872 |
| June 30, 2024 | 990 (amended) | $1,743,743 | $2,241,719 | -$497,976 | $2,452,215 | $597,940 | $1,854,275 |
| June 30, 2023 | 990 | $2,475,117 | $2,815,289 | -$340,172 | $2,844,085 | $617,368 | $2,226,717 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,523,030
- of which government grants
- $577,652
- Program service revenue
- $62,200
- Investment income
- $1,918
- Net income from fundraising events
- -$17,126
- Other revenue
- $43,633
Expenses
- Grants and similar amounts paid
- $604,377
- Compensation of officers, directors and key employees
- $199,201
- Other salaries and wages
- $502,078
- Salaries, compensation and benefits (total)
- $788,481
- Professional fundraising fees
- $0
- Legal fees
- $9,827
- Accounting fees
- $22,342
- Occupancy
- $76,486
- Travel
- $5,172
- Program services (functional)
- $1,702,335
- Management and general (functional)
- $275,166
- Fundraising (functional)
- $164,758
Balance sheet and other
- Total assets, start of year
- $2,452,215
- Total assets, end of year
- $2,002,245
- Total liabilities, end of year
- $454,373
- Net assets, end of year
- $1,547,872
- Net assets without donor restrictions
- $599,116
- Net assets with donor restrictions
- $948,756
- Gross receipts
- $1,647,907
- Employees
- 17
- Volunteers
- 53
- Year formed
- 1921
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUSAN LITERA | CEO/EXECUTIVE DIRECTOR, SECRETARY Officer | 40 | $120,000 | $231 |
| ANDREW CHANEY | CHIEF FINANCIAL OFFICER Officer | 40 | $48,674 | $0 |
| WILLIAM F PERROTTI | PAST PRESIDENT Trustee or director | 1 | $0 | $0 |
| MELISSA MANN | FIRST VICE PRESIDENT, RESOURCE DEVELOPMENT CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| HANKA GRABOVICA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ERIN M BUSHINGER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MATTHEW A NICHOLL | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| NORMA CHRISMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRUCE HAIRSTON | STRATEGIC IMPACT CHAIR Trustee or director | 1 | $0 | $0 |
| PATRICK HARRINGTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARK S LEWANDROWSKI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIFFANY SESTIR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KIMBERLY B VANDUREN | GOVERNANCE CHAIR Trustee or director | 1 | $0 | $0 |
| SABRINA FRYMAN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JENNIFER AJODHA-EVANS | DIRECTOR Trustee or director | 1 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROSS BERNTSON | DIRECTOR Trustee or director | 1 | $0 |
| JOHN ECKMAIR | DIRECTOR Trustee or director | 1 | $0 |
| PHYLLIS BRELAND | ADVOCACY CHAIR Trustee or director | 1 | $0 |
| MILLIE OCCHIONERO | MARKETING & COMMUNICATION Trustee or director | 1 | $0 |
| DALE SEATON | COMMUNITY ENGAGEMENT CHAIR Trustee or director | 1 | $0 |
| TYLER BRENNAN | DIRECTOR Trustee or director | 1 | $0 |
| HILARIE LYNN | DEVELOPMENT CHAIR Trustee or director | 1 | $0 |
| DENISE CAVANAUGH | DIRECTOR Trustee or director | 1 | $0 |
| FRANK DILORENZO | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAIME BONFARDICE | CHIEF FINANCIAL OFFICER - LEFT 2/2024 Officer | 40 | $81,778 | $4,005 |
| MATTHEW CARACAS | CEO/EXECUTIVE DIRECTOR, SECRETARY - LEFT 10/2024 Officer | 40 | $65,077 | $173 |
| SUSAN LITERA | CEO/EXECUTIVE DIRECTOR, SECRETARY Officer | 40 | $4,615 | $0 |
| WILLIAM F PERROTTI | PAST PRESIDENT Trustee or director | 1 | $0 | $0 |
| MELISSA MANN | FIRST VICE PRESIDENT, RESOURCE DEVELOPMENT CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| HANKA GRABOVICA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ERIN M BUSHINGER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MATTHEW A NICHOLL | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| NORMA CHRISMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRUCE HAIRSTON | STRATEGIC IMPACT CHAIR Trustee or director | 1 | $0 | $0 |
| PAT HARRINGTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARK LEWANDROWSKI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIFFANY SESTIR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KIMBERLY B VANDUREN | GOVERNANCE CHAIR Trustee or director | 1 | $0 | $0 |
| SABRINA FRYMAN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JENNIFER AJODHA-EVANS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROSS BERNTSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN ECKMAIR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PHYLLIS BRELAND | ADVOCACY CHAIR Trustee or director | 1 | $0 | $0 |
| MILLIE OCCHIONERO | MARKETING & COMMUNICATION CHAIR Trustee or director | 1 | $0 | $0 |
| DALE SEATON | COMMUNITY ENGAGEMENT CHAIR Trustee or director | 1 | $0 | $0 |
| TYLER BRENNAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HILARIE LYNN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DENISE CAVANAUGH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FRANK DILORENZO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EDWARD M BARONE III | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARC BUTLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANDREW CHANEY | CHIEF FINANCIAL OFFICER Officer | 40 | $0 | $0 |
990 for the year ended June 30, 2023: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAIME BONFARDICE | CHIEF FINANCIAL OFFICER Officer | 40 | $77,373 | $0 |
| MATTHEW CARACAS | CHIEF EXECUTIVE OFFICER/SECRETARY Officer | 40 | $59,687 | $0 |
| ERIN GUTIERREZ MATT | EXECUTIVE DIRECTOR Officer | 40 | $5,675 | $2,838 |
| SUSAN LITERA | CEO/EXECUTIVE DIRECTOR Officer | 1 | $4,385 | $0 |
| WILLIAM F PERROTTI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MELISSA MANN | DEVELOPMENT CHAIR Trustee or director | 1 | $0 | $0 |
| HANKA GRABOVICA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ERIN M BUSHINGER | MARKETING & COMMUNICATION CHAIR Trustee or director | 1 | $0 | $0 |
| FRANK DILORENZO | AUDIT CHAIR Trustee or director | 1 | $0 | $0 |
| MARC BUTLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MATTHEW A NICHOLL | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| NORMA CHRISMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EDWARD M BARONE III | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRUCE HAIRSTON | COMMUNITY IMPACT CHAIR Trustee or director | 1 | $0 | $0 |
| PATRICK HARRINGTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARK S LEWANDROWSKI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIFFANY SESTIR | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| KIMBERLY B VANDUREN | GOVERNANCE CHAIR Trustee or director | 1 | $0 | $0 |
| SABRINA FRYMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNIFER ADJODHA-EVANS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROSS BERNTSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN ECKMAIR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PHYLLIS BRELAND | ADVOCACY CHAIR Trustee or director | 1 | $0 | $0 |
| MILLIE OCCHIONERO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DALE SEATON | ENGAGEMENT CHAIR Trustee or director | 1 | $0 | $0 |
| TYLER BRENNAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HILARIE LYNN | DEVELOPMENT CHAIR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 201 LAFAYETTE ST, UTICA, NY 13502-4311
- Principal officer (990 for 2024)
- SARAH MACRI, 258 GENESEE STREET, UTICA, NY 13502
- Signed the 990
- SARAH MACRI, INTERIM CEO
- Phone
- (315) 733-4691
- Website
- HTTPS://WWW.UNITEDWAYMV.ORG/
- Return prepared by
- BONADIO & CO LLP
Mission
TO CREATE A THRIVING COMMUNITY BY CONNECTING PEOPLE, RESOURCES, AND SOLUTIONS THROUGHOUT THE MOHAWK VALLEY.
Program accomplishments
- 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. UNITED WAY OF THE MOHAWK VALLEY, INC. (UWMV) FUNDED 29 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.Expenses $1,702,335 · grants $604,377 · revenue $75,725
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 15-0532074
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1956
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T700)
- Assets (IRS master file)
- $2,002,245
- Income (IRS master file)
- $1,647,907
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,630,781 | $2,142,259 | $2,002,245 | IRS |
| 990 | June 2024 | $1,623,048 | $2,228,052 | $2,290,346 | IRS |
| 990 | June 2023 | $2,475,117 | $2,815,289 | $2,844,085 | XML |
| 990 | June 2022 | $3,372,877 | $3,440,243 | $3,028,065 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 15-0532074).
Questions about UNITED WAY OF THE VALLEY & GREATER UTICA AREA INC
- What is the EIN of UNITED WAY OF THE VALLEY & GREATER UTICA AREA INC?
- The employer identification number (EIN) of UNITED WAY OF THE VALLEY & GREATER UTICA AREA INC is 15-0532074.
- Is UNITED WAY OF THE VALLEY & GREATER UTICA AREA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1956.
- Are donations to UNITED WAY OF THE VALLEY & GREATER UTICA AREA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF THE VALLEY & GREATER UTICA AREA INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED WAY OF THE VALLEY & GREATER UTICA AREA INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF THE VALLEY & GREATER UTICA AREA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNITED WAY OF THE VALLEY & GREATER UTICA AREA INC?
- The 990 for the year ended June 30, 2025 names SARAH MACRI.
- Who are the officers and directors of UNITED WAY OF THE VALLEY & GREATER UTICA AREA INC?
- The 990 for the year ended June 30, 2025 lists 24 people; 2 received compensation from the organization, the highest $120,000 (SUSAN LITERA, CEO/EXECUTIVE DIRECTOR, SECRETARY).
- How much revenue does UNITED WAY OF THE VALLEY & GREATER UTICA AREA INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,630,781, expenses of $2,142,259 and total assets of $2,002,245 at year end.
Other nonprofits in UTICA
- COMMUNITY FOUNDATION OF HERKIMER AND ONEIDA COUNTIES INC EIN 15-6016932 · last filed 990 for 2024
- MARIE A RUSSO NEIGHBORHOOD CENTER INSTITUTE INC EIN 16-1563069 · last filed 990 for 2024
- JOSEPH AND INEZ E CARBONE FOUNDATION TR EIN 16-1475079 · last filed 990-PF for 2025
- ROB ESCHE SAVE OF THE DAY FOUNDATION INC EIN 65-1170005 · last filed 990 for 2024
- MCSWEENEY FOUNDATION INC EIN 26-3313677 · last filed 990-PF for 2025
- COMMUNITY FOUNDATION HOLDING CORPORATION EIN 20-0254573 · last filed 990 for 2024
- GEORGE A WOOD FOUNDATION INC EIN 84-4959677 · last filed 990-PF for 2024
- SAL LONGO FAM TR EIN 82-6791660 · last filed 990-PF for 2024
All nonprofits in UTICA · New York · Philanthropy, voluntarism and grantmaking foundations