United Way Of Addison County Inc
- Assets
- $2.1m
- Revenue
- $1.8m
- Investments
- $0.0
- Employees
- 12
- Location
- Middlebury, VT
- Founding
- 09/1968
- Data as of
- 06/2022
- EIN
- 03-0221018
Organization Overview
United Way Of Addison County Inc is located in Middlebury, VT. The organization was established in 1968. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2022, United Way Of Addison County Inc employed 12 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Way Of Addison County Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, United Way Of Addison County Inc generated $1.8m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 6.7% each year. All expenses for the organization totaled $1.4m during the year ending 06/2022. While expenses have increased by 2.2% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, United Way Of Addison County Inc has awarded 200 individual grants totaling $6,147,065. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
FOR 54 YEARS, OUR MISSION HAS BEEN TO MOBILIZE THE COMPASSION AND GENEROSITY OF INDIVIDUALS AND ORGANIZATIONS IN ADDISON COUNTY TO IMPROVE LIVES AND STRENGTHEN THE COMMUNITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
COMMUNITY LEADERSHIP & INITIATIVES: THIS PROGRAM INCLUDES INITIATIVES THAT ARE DEVELOPED AND LED BY UWAC TO BRING COLLABORATIVE PROGRAMMING TO MEET UNMET OR UNDER-MET NEEDS IN THE COMMUNITY THAT ALIGN WITH OUR IMPACT AREAS: 1. HEALTH (& EDUCATION) - THE ORGANIZATION CONTINUED ITS TWO MULTI-YEAR FEDERAL SUBSTANCE ABUSE PREVENTION GRANTS. THE FIRST OF WHICH IS NAMED THE PARTNERS FOR SUCCESS (PFS) GRANT, AND THE SECOND IS THE DRUG FREE COMMUNITIES (DFC) GRANT. PARTNERS FOR SUCCESS FUNDING IS USED TO INFORM AND EDUCATE YOUTH POPULATIONS ABOUT THE DANGERS OF UNDERAGE SUBSTANCE USE, EMPOWERING YOUTH TO MAKE INFORMED DECISIONS ABOUT THEIR HEALTH AND WELLBEING. PROVIDING YOUTH LEADERSHIP OPPORTUNITIES AND INCREASING YOUTH PROTECTIVE FACTORS THROUGH EDUCATION, SPECIAL TRAININGS, EVIDENCE BASED PROGRAMMING, AND POLICY CHANGE ARE KEY OBJECTIVES OF THE NEW PFS INITIATIVE. PFS GRANT YEAR 3 FUNDING TOTALS 278,889, AND OVERLAPS FISCAL YEARS 2022 AND 2023. DRUG FREE COMMUNITIES FUNDING IS USED TO INFORM AND EDUCATE PARENTS AND ADULT POPULATIONS ABOUT THE DANGERS OF UNDERAGE SUBSTANCE USE, EMPOWERING THEM TO MORE EFFECTIVELY INFLUENCE AND GUIDE YOUTH INTO BETTER DECISION-MAKING AND AN INCREASED LIKELIHOOD OF POSITIVE OUTCOMES. MEDIA CAMPAIGNS, EVENTS, SPECIAL TRAININGS, AND POLICY CHANGE ARE THE MAIN STRATEGIES TO ACHIEVE THESE GOALS UNDER THE NEW DFC INITIATIVE. DFC GRANT YEAR 3 FUNDING TOTALS 125,000, AND ALSO OVERLAPS FISCAL YEARS 2022 AND 2023. 2. EDUCATION - THE ORGANIZATION PURCHASED 494 BACKPACKS WITH SCHOOL SUPPLIES FOR DISTRIBUTION AT PARTNER SITES IN ADDISON COUNTY FOR LOCAL KINDERGARTEN, ELEMENTARY, AND SECONDARY SCHOOL STUDENTS. 3. FINANCIAL STABILITY - THE ORGANIZATION MADE AN ADDITIONAL 9,400 IN EMERGENCY MINI-GRANTS TO ADDISON COUNTY NONPROFIT PARTNERS TO HELP MITIGATE VARIOUS PANDEMIC RELATED NECESSITIES IN THE FACE OF DECREASED COMMUNITY FUNDING. THE ORGANIZATION ALSO RECEIVED TWO COMMUNITY GIFTS TOTALING 35,000 TO HELP LAUNCH A FUND USED TO ASSIST ADDISON COUNTY RESIDENTS WHO HAVE EITHER EXPERIENCED HOMELESSNESS OR ARE IN IMMEDIATE RISK OF IT. A COMMUNITY COLLABORATION WAS FORMED WITH OUR PARTNER AGENCIES WHO OFFER DIRECT SERVICES TO THESE AT-RISK INDIVIDUALS. THIS COLLABORATION MEETS AS A GROUP AT LEAST MONTHLY TO CONFIDENTIALLY DISCUSS VARIOUS FUNDING REQUESTS FOR APPROVAL. UPON APPROVAL BY THE GROUP, CASE MANAGERS THEN FILE THE APPROPRIATE REIMBURSEMENT PAPERWORK WITH UWAC AFTER THEIR ORGANIZATION HAS INITIATED THIRD-PARTY PAYMENTS FOR ITEMS SUCH AS BACK RENT, SECURITY DEPOSITS, OVERDUE UTILITY BILLS, AND EMERGENCY MOTEL HOUSING. THIS FUNDING IS SPECIFICALLY TARGETED AT REQUESTS THAT ARE OTHERWISE INELIGIBLE FOR ANY OTHER FEDERAL, STATE, OR LOCAL FINANCIAL ASSISTANCE.
ORGANIZATION DEVELOPMENT ASSISTANCE: SUPPORTING THE NON-PROFIT SECTOR BY PROVIDING TECHNICAL ASSISTANCE IN AREAS SUCH AS BOARD DEVELOPMENT, STRATEGIC PLANNING AND FUNDRAISING AND RESULTS BASED ACCOUNTABILITY EFFORTS. SUPPORT ALSO INCLUDES ACTING AS FISCAL AGENT OR MANAGING FUNDING STREAMS ON BEHALF OF GRASSROOTS EFFORTS IN THE COMMUNITY: CHILD CARE CONSORTIUM, ADDISON COUNTY READERS, ADDISON COUNTY FIELD SERVICE DIRECTOR FUNDS, AND ADDISON COUNTY FOSTER CAMP FUND.
VOLUNTEER PROGRAMS: THE ORGANIZATION RESUMED ITS ANNUAL DAYS OF CARING IN SEPTEMBER 2021. 226 VOLUNTEERS SAFELY PARTICIPATED IN DIRECT SERVICE ACTIVITIES, CONTRIBUTING AN ESTIMATED 1,130 HOURS VALUED AT 33,844 IN DONATED TIME SERVED.
FUNDING & AGENCY RELATIONS: SUPPORT THE COMMUNITY THROUGH THE COMMUNITY IMPACT FUNDING PROCESS AND OTHER GRANTS. THIS INCLUDES EFFORTS TO DEVELOP AND DEEPEN RELATIONSHIPS WITH FUNDED PARTNERS (SUCH AS OUTCOME MEASUREMENT TRAININGS AND SITE VISITS) AND EFFORTS TO SUPPORT THE COMMUNITY IMPACT VOLUNTEERS AS THEY LEARN ABOUT COMMUNITY ISSUES, THE SYSTEMS MEETING THOSE NEEDS, AND MAKING GRANT FUNDING DECISIONS. FUNDING ALIGNS WITH OUR COMMUNITY IMPACT AREAS AS FOLLOWS: (1) HEALTH AND INDEPENDENT LIVING - FUNDED 15 PROGRAMS FOR 102,460. (2) LIFE-LONG LEARNING - FUNDED 11 PROGRAMS FOR 94,433. (3) IMMEDIATE NEEDS & FINANCIAL STABILITY - FUNDED 8 PROGRAMS FOR 121,335.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Helena Van Voorst Executive Di | Officer | 40 | $80,232 |
Ken Stockman President | OfficerTrustee | 2 | $0 |
Bruce Grove Vice Preside | OfficerTrustee | 2 | $0 |
Logan Price Treasurer | OfficerTrustee | 2 | $0 |
Nial Rele Secretary | OfficerTrustee | 2 | $0 |
Bruce Bayliss Member At La | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $9,990 |
| Related organizations | $0 |
| Government grants | $368,970 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,258,852 |
| Noncash contributions included in lines 1a–1f | $22,823 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,637,812 |
| Total Program Service Revenue | $12,077 |
| Investment income | $39,656 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $59,442 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,753,886 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $588,896 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $92,404 |
| Compensation of current officers, directors, key employees. | $24,025 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $298,607 |
| Pension plan accruals and contributions | $9,026 |
| Other employee benefits | $69,850 |
| Payroll taxes | $27,987 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $9,900 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $10,757 |
| Fees for services: Other | $32,784 |
| Advertising and promotion | $18,245 |
| Office expenses | $12,438 |
| Information technology | $19,199 |
| Royalties | $0 |
| Occupancy | $53,235 |
| Travel | $6,758 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $4,805 |
| Interest | $0 |
| Payments to affiliates | $20,134 |
| Depreciation, depletion, and amortization | $6,771 |
| Insurance | $5,882 |
| All other expenses | $0 |
| Total functional expenses | $1,365,886 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $78,565 |
| Savings and temporary cash investments | $185,079 |
| Pledges and grants receivable | $93,388 |
| Accounts receivable, net | $224 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $5,510 |
| Net Land, buildings, and equipment | $21,704 |
| Investments—publicly traded securities | $1,450,344 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $218,664 |
| Total assets | $2,053,478 |
| Accounts payable and accrued expenses | $27,836 |
| Grants payable | $43,252 |
| Deferred revenue | $1,500 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $74,736 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $2,171 |
| Total liabilities | $149,495 |
| Net assets without donor restrictions | $690,559 |
| Net assets with donor restrictions | $1,213,424 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $2,053,478 |
Grants Awarded
Over the last fiscal year, United Way Of Addison County Inc has awarded $413,603 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
Middlebury, VT PURPOSE: CHILD CARE | $374,698 |
Essex Junction, VT PURPOSE: VT 211 SUPPORT | $14,549 |
Middlebury, VT PURPOSE: HOUSING & COVID | $9,040 |
Middlebury, VT PURPOSE: HOUSING & COVID | $8,134 |
Middlebury, VT PURPOSE: HOUSING & FOSTER | $7,182 |
Grants Recieved
Over the last fiscal year, we have identified 12 grants that United Way Of Addison County Inc has recieved totaling $179,346.
| Awarding Organization | Amount |
|---|---|
Network For Good Inc Washington, DC PURPOSE: UNRESTRICTED | $114,471 |
Vermont Community Foundation Middlebury, VT PURPOSE: GENERAL PURPOSE | $16,807 |
Robert Fleming & Jane Howe Patrick Foundation Charlotte, VT PURPOSE: PROGRAM SUPPORT | $11,000 |
American Endowment Foundation Hudson, OH PURPOSE: PHILANTHROPY | $10,000 |
Schwab Charitable Fund San Francisco, CA PURPOSE: PUBLIC, SOCIETAL BENEFIT | $8,700 |
United Way Of Northwest Vermont Inc South Burlington, VT PURPOSE: DD | $7,493 |
Endowment Analysis
| Beg. Balance | $1,155,254 |
| Earnings | -$122,488 |
| Net Contributions | $4,800 |
| Ending Balance | $1,037,566 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Lighthouse Guild International Inc New York, NY | $511,507,297 | $10,629,551 |
North Star Fund Inc New York, NY | $26,831,975 | $32,265,698 |
Granite United Way Manchester, NH | $10,904,464 | $19,030,593 |
United Way Of Buffalo And Erie County Buffalo, NY | $31,555,637 | $14,020,396 |
United Way Of Long Island Deer Park, NY | $13,444,061 | $14,770,315 |
Wellington Management Foundation Boston, MA | $61,260,814 | $15,149,104 |
Keren Hayeshivot Trust Brooklyn, NY | $1,238,192 | $11,653,329 |
Ovarian Cancer Research Fund Inc New York, NY | $32,985,153 | $13,088,201 |
United Way Of Tri County Inc Framingham, MA | $6,314,872 | $10,584,211 |
United Way Of Central New York Inc Syracuse, NY | $9,420,955 | $9,385,723 |
Jewish Community Federation Of Greater Rochester Ny Inc Rochester, NY | $41,052,152 | $11,910,754 |
United Way Of Westchester And Putnam Inc White Plains, NY | $5,306,671 | $10,280,091 |