United Way of the Adirondack Region INC EIN 14-1368185

United Way of the Adirondack Region INC

EIN  14-1368185 Public foundation / grantmaker Plattsburgh, NY
Form 990 (PDF) Compare with another nonprofit →
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Size
$100K–1M
What they do
Builds community partnerships and strengthens people's ability to care for each other.
Leadership
John Bernardi · President &
Money in and out
$784K revenue, $961K expenses
Bottom line
85% program efficiency

Builds community partnerships and strengthens people's ability to care for each other. For fiscal year 2024 it reported $784K in revenue, $961K in expenses, and $1.1M in net assets.Pt I

Grants paid & assets · FY2024
Total revenue
$784K
Pt VIII · Ln 12
Total expenses
$961K
Pt IX · Ln 25
Net assets
$1.1M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$178K
Where spending went · Part IX cols B–D
Program services $0.85 Management & general $0.13 Fundraising $0.02
Program efficiency
85%
of spending reaches programs0% vs prior filing year
Operating runway
15.2mo
months of highly liquid reserves at operating expense rate▲ +3% vs prior filing year
Surplus margin
-23%
revenue over expenses, this year▲ +56% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$784K
FY2024▲ +32%
Expenses
$961K
FY2024▲ +7%
Total assets
$1.6M
FY2024▲ +7%
Total liabilities
$467K
FY2024▲ +30%
Total revenue
$784K
Pt VIII · Ln 12
Total expenses
$961K
Pt IX · Ln 25
Net assets
$1.1M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$178K
Total assetsPt X · Ln 16$1.6M
Program-expense ratioPt IX · col B85%
Voting members of governing bodyPt I · Ln 322
Independent voting membersPt I · Ln 422
Mission & Programs · Part III

Where the work happens

1 program service account for $815K of program spending, described in the organization's own filed words · FY2024.
01

United way of the adirondack region, inc. Is a non-profit human services organization established to campaign collectively for funds to distribute to participating non-profit member agencies and to coordinate a variety of programs, initiatives and events.

$815Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CUnited Way of the Adirondack Region INC
EINHdr · item D14-1368185
Principal addressHdr · item CPlattsburgh, NY
WebsiteHdr · item Junitedwayadk.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MNY
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T70Z)
Ruling yearIRS BMFJul 1972

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a22
Independent voting membersPt VI · Ln 1b22
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
President &
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice-Chairma
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice-Treasur
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

John Bernardi’s $98K as President & is at the 84th percentile of top reported officer pay among 1264 $100K–1M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2023FY2022FY2021FY2020FY2019
John Bernardi$98,088$96,963$93,928$91,397$88,735

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See United Way of the Adirondack Region INC executive salaries →

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Statement of Revenue

Part VIII
Contributions & grants$736K · 94%
Investment income$36K · 5%
Other revenue$11K · 1%
Contributions & grants94%$736K
Investment income5%$36K
Other revenue1%$11K
— government grantsLn 1e$30K
Total revenueLn 12$784K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.85 Management & general $0.13 Fundraising $0.02
Program services85%$815K
Management & general13%$127K
Fundraising2%$20K
Total functional expensesLn 25$961K

Balance Sheet

Part X · end of year
CashLn 1$384K
Total assetsLn 16$1.6M
Total liabilitiesLn 26$467K
Total net assetsLn 32$1.1M
Months of cash on handcomputed4.8

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $1.2M · Operating expenses (Pt IX) $961K · Less non-cash grants $2K · Cash operating expenses/yr $959K
15.2 months
Where the money goes
Program services
Program services $815K · Total expenses $961K
85%
Management & General
Management & general $127K · Total expenses $961K
13%
Fundraising
Fundraising $20K · Total expenses $961K
2%
Cost to raise $1
Fundraising expense (3-yr avg) $18K · Solicited contributions (3-yr avg) $640K
$0.03 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $736K · Total revenue $784K
94%
Government reliance
Government grants $30K · Total revenue $784K
4%
Earned-income share
Program service revenue $0 · Total revenue $784K
0%
Investment reliance
Investment income $36K · Total revenue $784K
+5%
Program self-sufficiency
Program service revenue $0 · Total expenses $961K
0%
Growth & trend
Revenue growth (YoY)
This year $784K · Prior year $592K
+32%
Revenue CAGR
FY2019 $729K · FY2024 $784K
+1%
Net-asset trend (YoY)
End of year $1.1M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $784K · Expenses $961K
-23%
Liabilities-to-Assets
Total liabilities — · Total assets $1.6M
Net-asset ratio
Net assets $1.1M · Total assets $1.6M
70%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $835K · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $1.6M
53%
People & payroll
Highest Reported Total Compensation
Individual John Bernardi · Reported title PRESIDENT & · Highest reported compensation $0 · Total expenses $961K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $288K · Total expenses $961K
30%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 85%
Overhead ratio 13%
Fundraising cost ratio 3%
Revenue growth 32%
Investment management fee ratio 0%
Accounting fee ratio 1%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 4 funders$140K
See all 4 funders →
Grants paid · 120 grants · $2.1M · 2019–2024
United Way of the Adirondack RegionFY2024$137,118
JceoNY · FY2024$16,000
Ted K Community CenterFY2024$7,500
Mountain Lake ServicesNY · FY2024$6,500
Senior Citizen Co of Cc INCNY · FY2024$5,700
United Way of the Adirondack RegionFY2023$118,383
JceoNY · FY2023$15,900
See all 120 grants →

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$784K revenue · viewing · ⤓ 990 PDF
FY2023$592K revenue · ⤓ 990 PDF
FY2022$615K revenue · ⤓ 990 PDF
FY2021$754K revenue · ⤓ 990 PDF
FY2020$905K revenue · ⤓ 990 PDF
FY2019$729K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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