GOLD2022

United Way of Ulster County Inc

aka United Way of Ulster County   |   Kingston, NY   |  www.ulsterunitedway.org
GuideStar Charity Check

United Way of Ulster County Inc

EIN: 14-1409654


Mission

We believe that it is the right of every individual in Ulster County to have programs and services available to help them achieve their greatest potential.

Ruling year info

1966

President and CEO

Ms. Su Marcy

Main address

450 Albany Avenue

Kingston, NY 12401 USA

Show more contact info

EIN

14-1409654

Subject area info

Nonprofits

Human services

Population served info

Adults

Women and girls

Families

Economically disadvantaged people

NTEE code info

Fund Raising and/or Fund Distribution (P12)

Programs and results

What we aim to solve

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Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Community Fund

The United Way of Ulster County targets funds to Childcare, Housing and Emergency Assistance, Literacy Training, Mental Health Services, Parent Education, Substance Abuse Prevention, and Vocational Training.

Population(s) Served
Economically disadvantaged people
Adults

Raising HOPE (Help, Opportunity, Passion, Empowerment) is a woman’s mentoring program United Way created in response to a community need. Its intent is to help women in need of support develop and achieve educational and career goals in order to become financially stable and self-sufficient. Our experience has proven that having a mentor to guide, advise, and encourage is a powerful instrument of change.

Population(s) Served
Women and girls
Economically disadvantaged people

In partnership with local donors and foundations, and other health and human service agencies, provide funds for emergency needs, housing and utility assistance.

Population(s) Served
Economically disadvantaged people
Families

Where we work

Financials

United Way of Ulster County Inc
Fiscal year: Jul 01 - Jun 30
Financial documents
2020 2021 Audit 2019 2019 Audit 2018 2018 Audit.pdf
done  Yes, financials were audited by an independent accountant. info

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022 info

SOURCE: IRS Form 990

1.70

Average of 1.41 over 10 years

Months of cash in 2022 info

SOURCE: IRS Form 990

8

Average of 3 over 10 years

Fringe rate in 2022 info

SOURCE: IRS Form 990

31%

Average of 29% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

United Way of Ulster County Inc

Revenue & expenses

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

United Way of Ulster County Inc

Balance sheet

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

United Way of Ulster County Inc

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

This snapshot of United Way of Ulster County Inc’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

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Business model indicators

Profitability info 2018 2019 2020 2021 2022
Unrestricted surplus (deficit) before depreciation -$72,779 -$25,593 $198,598 $160,128 $101,212
As % of expenses -7.4% -1.9% 6.8% 10.1% 6.3%
Unrestricted surplus (deficit) after depreciation -$73,185 -$27,751 $191,256 $151,965 $92,763
As % of expenses -7.4% -2.0% 6.5% 9.6% 5.7%
Revenue composition info
Total revenue (unrestricted & restricted) $870,771 $1,324,417 $3,124,521 $1,737,184 $1,719,330
Total revenue, % change over prior year -5.1% 52.1% 135.9% -44.4% -1.0%
Program services revenue 9.4% 4.9% 3.9% 2.9% 3.3%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 0.0% 0.0% 0.0% 0.0% 0.0%
Government grants 0.0% 0.0% 0.0% 0.0% 0.0%
All other grants and contributions 90.6% 95.1% 96.1% 97.1% 96.7%
Other revenue 0.0% 0.0% 0.0% 0.0% 0.0%
Expense composition info
Total expenses before depreciation $985,015 $1,371,462 $2,928,600 $1,579,744 $1,618,118
Total expenses, % change over prior year 0.2% 39.2% 113.5% -46.1% 2.4%
Personnel 24.5% 20.6% 10.6% 21.0% 22.5%
Professional fees 1.1% 0.9% 0.4% 0.7% 1.0%
Occupancy 0.0% 0.0% 0.0% 0.0% 0.0%
Interest 0.0% 0.0% 0.0% 0.0% 0.0%
Pass-through 34.8% 24.6% 12.4% 23.0% 22.6%
All other expenses 39.5% 53.8% 76.6% 55.2% 53.9%
Full cost components (estimated) info 2018 2019 2020 2021 2022
Total expenses (after depreciation) $985,421 $1,373,620 $2,935,942 $1,587,907 $1,626,567
One month of savings $82,085 $114,289 $244,050 $131,645 $134,843
Debt principal payment $0 $0 $0 $0 $0
Fixed asset additions $3,674 $30,677 $46,659 $0 $0
Total full costs (estimated) $1,071,180 $1,518,586 $3,226,651 $1,719,552 $1,761,410

Capital structure indicators

Liquidity info 2018 2019 2020 2021 2022
Months of cash 0.9 3.0 2.3 6.3 8.0
Months of cash and investments 0.9 3.0 2.3 6.3 8.0
Months of estimated liquid unrestricted net assets 2.8 1.5 1.3 3.6 4.3
Balance sheet composition info 2018 2019 2020 2021 2022
Cash $77,429 $344,793 $562,092 $830,249 $1,084,074
Investments $0 $0 $0 $0 $0
Receivables $293,469 $165,034 $157,907 $180,143 $124,150
Gross land, buildings, equipment (LBE) $259,769 $290,446 $337,105 $337,105 $342,393
Accumulated depreciation (as a % of LBE) 87.3% 78.8% 70.1% 72.5% 73.9%
Liabilities (as a % of assets) 30.8% 59.6% 49.1% 49.2% 49.3%
Unrestricted net assets $259,521 $231,770 $423,026 $572,303 $665,066
Temporarily restricted net assets $20,650 $2,677 N/A N/A N/A
Permanently restricted net assets $0 $0 N/A N/A N/A
Total restricted net assets $20,650 $2,677 $0 $0 $0
Total net assets $280,171 $234,447 $423,026 $572,303 $665,066

Key data checks

Key data checks info 2018 2019 2020 2021 2022
Material data errors No No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Form 1023/1024 is not available for this organization

President and CEO

Ms. Su Marcy

Su served as the Vice President of the United Way of Ulster County from 2004-2022. She became President and CEO in June 2022. Her responsibilities at United Way include oversight of all United Way functions including workplace campaigns, major gifts, finances, marketing, special events, community services, fund distribution, and program evaluation. She is also responsible for grant writing to support various United Way initiatives. She is a graduate of Marist College, the Ulster Leadership Development Institute, and Adelphi University's Excellence in Nonprofit Management Certificate Program. Su is a member of the Leadership Ulster Hall of Fame and has served as a board member for both the Ulster County Regional Chamber of Commerce and the Ulster County Chamber Foundation. She is also a YWCA Tribute to Women Honoree for Excellence in Leadership.

Number of employees

Source: IRS Form 990

United Way of Ulster County Inc

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

United Way of Ulster County Inc

Board of directors
as of 09/19/2022
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Mrs. Glynis Bunt

Central Hudson

Term: 2022 - 2024

Terri Cranston

Adams Fairacre Farms

Andrea Noel

SUNY New Paltz

David Sterman

Huguenot Financial Planning

David Perry

Mid-Hudson Valley Federal Credit Union

Heidi Rosborough

MidHudson Regional Hospital

Nancy Sweeney

Community Volunteer

Carol Ricken

Ulster County Regional Chamber of Commerce

Crystal Schachter

SUNY Ulster

Donna Banks

Ulster Savings Bank

Sue Books

Community Volunteer

Karen Hacker

NYC Department of Environmental Protection

Jamie Kesick

Ulster County Department of Social Services

Brittany Counts

Rondout Savings Bank

Kate Waage

MVP Health Care

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Not applicable

Organizational demographics

SOURCE: Self-reported; last updated 9/19/2022

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Female, Not transgender (cisgender)
Sexual orientation
Decline to state
Disability status
Person without a disability

Race & ethnicity

No data

Gender identity

 

Sexual orientation

Disability

No data

We do not display disability information for organizations with fewer than 15 staff.