Nonprofit · EIN 03-0221018
UNITED WAY OF ADDISON COUNTY INC
Tax-exempt · MIDDLEBURY, VT 05753
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,906,614 | $1,838,188 | $68,426 | $2,866,112 | $447,981 | $2,418,131 |
| June 30, 2024 | 990 | $1,935,241 | $1,910,131 | $25,110 | $2,716,256 | $486,778 | $2,229,478 |
| June 30, 2023 | 990 | $1,851,314 | $1,676,313 | $175,001 | $2,611,594 | $486,636 | $2,124,958 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,758,694
- of which government grants
- $341,313
- Program service revenue
- $23,942
- Investment income
- $120,293
- Net gain from sales of assets
- $64,791
- Other revenue
- $3,685
Expenses
- Grants and similar amounts paid
- $1,025,141
- Compensation of officers, directors and key employees
- $111,034
- Other salaries and wages
- $320,060
- Salaries, compensation and benefits (total)
- $530,275
- Professional fundraising fees
- $0
- Accounting fees
- $11,300
- Occupancy
- $58,671
- Travel
- $721
- Depreciation
- $7,225
- Program services (functional)
- $1,479,178
- Management and general (functional)
- $236,322
- Fundraising (functional)
- $122,688
Balance sheet and other
- Total assets, start of year
- $2,716,256
- Total assets, end of year
- $2,866,112
- Total liabilities, end of year
- $447,981
- Net assets, end of year
- $2,418,131
- Land, buildings and equipment
- $6,290
- Publicly traded securities
- $1,948,296
- Net assets without donor restrictions
- $865,589
- Net assets with donor restrictions
- $1,552,542
- Gross receipts
- $2,221,257
- Employees
- 11
- Volunteers
- 445
- Year formed
- 1968
- State of legal domicile
- VT
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 |
|---|---|---|---|---|
| HELENA VAN VOORST | EXECUTIVE DI Officer | 40 | $99,240 | $11,869 |
| LAURA MACK | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 |
| SARAH COWAN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| JON CRYSTAL | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ANN CRUMB | MEMBER AT LA Trustee or director | 2 | $0 | $0 |
| FAHIMEH BAHRAMI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| NIKOLINA DOBREVA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JANET FRANKLIN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SILVIA GONZALEZ | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARK PELUSO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RYAN TORRES | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KEN STOCKMANLEFT MAY 2025 | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| MARIA COLLETTELEFT MAY 2025 | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HELENA VAN VOORST | EXECUTIVE DI Officer | 40 | $94,172 | $11,107 |
| KEN STOCKMAN | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| LAURA MACK | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 |
| LOGAN PRICE | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| JON CRYSTAL | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ANN CRUMB | MEMBER AT LA Trustee or director | 2 | $0 | $0 |
| MARIA COLLETTE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SARAH COWAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| NIKOLINA DOBREVA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JANET FRANKLIN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SILVIA GONZALEZ | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARK PELUSO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RYAN TORRES | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HELENA VAN VOORST | EXECUTIVE DI Officer | 40 | $87,137 | $9,380 |
| KEN STOCKMAN | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| BRUCE GROVE | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 |
| LOGAN PRICE | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| BRUCE BAYLISS | MEMBER AT LA Trustee or director | 2 | $0 | $0 |
| MARIA COLLETTE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JON CRYSTAL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANN CRUMB | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BILL LADUE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LAURA MACK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JANET FRANKLIN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARK PELUSO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SHANE WHALEY UNTIL JANUARY 2023 | DIRECTOR Trustee or director | 2 | $0 | $0 |
| NIAL RELE UNTIL JANUARY 2023 | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| SYLVIE CHOINIERE UNTIL FEB 2023 | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 555, MIDDLEBURY, VT 05753-0555
- Principal officer (990 for 2024)
- HELENA VAN VOORST, PO BOX 555, MIDDLEBURY, VT 05753
- Signed the 990
- HELENA VAN VOORST, EXECUTIVE DIRECTOR
- Phone
- (802) 388-7189
- Return prepared by
- JMM & ASSOCIATES PC
Mission
FOR 57 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.
Program accomplishments
- 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 THREE MULTI- YEAR FEDERAL SUBSTANCE ABUSE PREVENTION GRANTS. THE FIRST OF WHICH WAS THE PARTNERS FOR SUCCESS (PFS) GRANT, WHICH ENDED IN DECEMBER 2025 UPON CONCLUSION OF ITS PROGRAMMATIC OBLIGATION.FOR FIVE YEARS, PARTNERS FOR SUCCESS FUNDING WAS USED TO INFORM AND EDUCATE YOUTH POPULATIONS ABOUT THE DANGERS OF UNDERAGE SUBSTANCE USE, EMPOWERING YOUTH TO MAKE INFORMED DECISIONS ABOUT THEIR HEALTH AND WELL-BEING. PROVIDING YOUTH LEADERSHIP OPPORTUNITIES AND INCREASING YOUTH PROTECTIVE FACTORS THROUGH EDUCATION, SPECIAL TRAININGS, EVIDENCE BASED PROGRAMMING, AND POLICY CHANGE WERE KEY OBJECTIVES OF THE PFS INITIATIVE. FINAL PFS GRANT FUNDING IN FY25 TOTALED 103,727. UWAC CONTINUED ITS DRUG FREE COMMUNITIES(DFC) FUNDING 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 DFC INITIATIVE. DFC GRANT YEAR 6 FUNDING TOTALS 125,000 AND OVERLAPS FISCAL YEARS 2025 AND 2026. UWAC ALSO CONTINUED ITS SECOND YEAR OF FUNDING UNDER THE STOP ACT GRANT, ALSO CALLED THE "SOBER TRUTH ON PREVENTING UNDERAGE DRINKING ACT GRANT". THE PURPOSE OF THIS PROGRAM IS TO PREVENT AND REDUCE ALCOHOL USE AMONG YOUTH AND YOUNG ADULTS AGES 12-20. IT AIMS TO ADDRESS THE NORMS REGARDING ALCOHOL USE BY YOUTH, REDUCE OPPORTUNITIES FOR UNDERAGE DRINKING, CREATE CHANGES IN UNDERAGE DRINKING ENFORCEMENT EFFORTS, ADDRESS PENALTIES FOR UNDERAGE USE, AND REDUCE NEGATIVE CONSEQUENCES ASSOCIATED WITH UNDERAGE DRINKING. THE STOP ACT GRANT PROVIDES UWAC WITH 60,000 IN FUNDING PER YEAR FOR FOUR YEARS, THE SECOND YEAR OF WHICH OVERLAPS FISCAL YEARS 2025 AND 2026.UWAC CONCLUDED ITS THIRD AND FINAL YEAR OF LOCAL YOUTH VAPING PREVENTION INITIATIVES FUNDED BY THE VERMONT DEPARTMENT OF HEALTH, DIVISION OF SUBSTANCE USE PROGRAMS(DSU) IN THE AMOUNT OF 23,392. 2. EDUCATION - THE ORGANIZATION PURCHASED 628 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 RELEASED 15,000 IN PREVIOUSLY DESIGNATED FUNDS TO ASSIST ADDISON COUNTY RESIDENTS WHO HAVE EITHER EXPERIENCED HOMELESSNESS OR ARE IN IMMEDIATE RISK OF IT, CONTINUING A COMMUNITY COLLABORATION FORMED IN FISCAL YEAR 2022 WITH OUR PARTNER AGENCIES WHO OFFER DIRECT SERVICES TO 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. AN ADDITIONAL 120,000 IN DESIGNATED FUNDS FOR THIS PURPOSE WILL BE RELEASED AT A RATE OF 20,000/YEAR IN FISCAL YEARS 2026 THROUGH 2031.Expenses $494,208 · grants $136,086 · revenue $13,381
- 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.Expenses $374,698 · grants $374,698 · revenue $10,561
- VOLUNTEER PROGRAMS: THE ORGANIZATION HELD ITS ANNUAL DAYS OF CARING IN SEPTEMBER 2024. 306 VOLUNTEERS PARTICIPATED IN DIRECT SERVICE ACTIVITIES, CONTRIBUTING AN ESTIMATED 1,530 HOURS VALUED AT 53,228 IN DONATED TIME SERVED.Expenses $78,733 · grants $3,000
- FUNDING & AGENCY RELATIONS: SUPPORT THE COMMUNITY THROUGH THE COMMUNITY IMPACT FUNDING PROCESS AND 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 16 PROGRAMS FOR 115,841. (2) LIFE-LONG LEARNING - FUNDED 17 PROGRAMS FOR 131,375. (3) IMMEDIATE NEEDS & FINANCIAL STABILITY - FUNDED 10 PROGRAMS FOR 155,000.Expenses $531,539 · grants $511,357
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
- 03-0221018
- 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
- 1968
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $2,866,112
- Income (IRS master file)
- $2,221,257
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,906,614 | $1,838,188 | $2,866,112 | IRS |
| 990 | June 2024 | $1,935,241 | $1,910,131 | $2,716,256 | IRS |
| 990 | June 2023 | $1,851,314 | $1,676,313 | $2,611,594 | XML |
| 990 | June 2022 | $1,753,886 | $1,365,886 | $2,053,478 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 03-0221018).
Questions about UNITED WAY OF ADDISON COUNTY INC
- What is the EIN of UNITED WAY OF ADDISON COUNTY INC?
- The employer identification number (EIN) of UNITED WAY OF ADDISON COUNTY INC is 03-0221018.
- Is UNITED WAY OF ADDISON COUNTY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to UNITED WAY OF ADDISON COUNTY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF ADDISON COUNTY 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 ADDISON COUNTY 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 ADDISON COUNTY 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 ADDISON COUNTY INC?
- The 990 for the year ended June 30, 2025 names HELENA VAN VOORST.
- Who are the officers and directors of UNITED WAY OF ADDISON COUNTY INC?
- The 990 for the year ended June 30, 2025 lists 13 people; 1 received compensation from the organization, the highest $99,240 (HELENA VAN VOORST, EXECUTIVE DI).
- How much revenue does UNITED WAY OF ADDISON COUNTY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,906,614, expenses of $1,838,188 and total assets of $2,866,112 at year end.
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- KICKING FOR A CAUSE COOPERATIVE COMPANY EIN 84-4667063 · last filed 990-N for 2025
- PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE EIN 03-0179298 · last filed 990 for 2025
- PORTER HOSPITAL INC HCSR EIN 03-0181058 · last filed 990 for 2025
- COUNSELING SERVICE OF ADDISON COUNTY INC EIN 03-0212396 · last filed 990 for 2025
- HELEN PORTER NURSING HOME INC EIN 03-0306549 · last filed 990 for 2025
- OTTER CREEK CHILD CENTER INC EIN 22-2564467 · last filed 990 for 2025
All nonprofits in MIDDLEBURY · Vermont · Philanthropy, voluntarism and grantmaking foundations