Nonprofit · EIN 16-0772743
UNITED WAY OF SOUTHERN CHAUTAUQUA COUNTY
Tax-exempt · JAMESTOWN, NY 14701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,787,693 | $1,772,793 | $14,900 | $3,604,927 | $162,263 | $3,442,664 |
| June 30, 2024 | 990 | $1,605,374 | $1,671,714 | -$66,340 | $3,462,470 | $178,591 | $3,283,879 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,530,177
- Program service revenue
- $0
- Investment income
- $145,919
- Net gain from sales of assets
- $73,346
- Other revenue
- $111,597
Expenses
- Grants and similar amounts paid
- $1,045,000
- Compensation of officers, directors and key employees
- $101,319
- Other salaries and wages
- $279,959
- Salaries, compensation and benefits (total)
- $481,361
- Professional fundraising fees
- $0
- Accounting fees
- $6,875
- Occupancy
- $34,287
- Travel
- $14,930
- Depreciation
- $11,791
- Program services (functional)
- $1,439,556
- Management and general (functional)
- $167,038
- Fundraising (functional)
- $166,199
Balance sheet and other
- Total assets, start of year
- $3,462,470
- Total assets, end of year
- $3,604,927
- Total liabilities, end of year
- $162,263
- Net assets, end of year
- $3,442,664
- Land, buildings and equipment
- $144,941
- Publicly traded securities
- $2,388,285
- Net assets without donor restrictions
- $1,186,565
- Net assets with donor restrictions
- $2,256,099
- Gross receipts
- $2,117,674
- Employees
- 8
- Volunteers
- 565
- Year formed
- 1954
- 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 |
|---|---|---|---|---|
| AMY J ROHLER | EXECUTIVE DI Officer | 40 | $87,288 | $9,256 |
| CHRISTINE TARBRAKE | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| KATHY BURCH | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 |
| MALLORY SMITH | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| JORDON STEVES | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JOELLE WASHER | PAST PRES/DI Trustee or director, Officer | 1 | $0 | $0 |
| MARY LOU BAILEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| IVORY BROOKS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMES CAMA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LUIS CASTRO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LUCAS CATALANO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRIS COLBURN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JASON DECHARD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KELLY DIMITRI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MAUREEN DONAHUE | DIRECTOR Trustee or director | 1 | $0 | $0 |
21 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW FAULKNER | DIRECTOR Trustee or director | 1 | $0 |
| TYLER GOTOWKA | DIRECTOR Trustee or director | 1 | $0 |
| DANIEL GULLOTTI | DIRECTOR Trustee or director | 1 | $0 |
| CAROL HAY | DIRECTOR Trustee or director | 1 | $0 |
| VINCE HORRIGAN | DIRECTOR Trustee or director | 1 | $0 |
| DAMIEN JACKSON | DIRECTOR Trustee or director | 1 | $0 |
| DEB KATHMAN | DIRECTOR Trustee or director | 1 | $0 |
| KYLE LEIKAM | DIRECTOR Trustee or director | 1 | $0 |
| DAVID LOCKWOOD | DIRECTOR Trustee or director | 1 | $0 |
| LEW MECKLEY | DIRECTOR Trustee or director | 1 | $0 |
| MATT NEWMAN | DIRECTOR Trustee or director | 1 | $0 |
| BONNIE PETERS | DIRECTOR Trustee or director | 1 | $0 |
| MIKE ROBERTS | DIRECTOR Trustee or director | 1 | $0 |
| BRAD ROWE | DIRECTOR Trustee or director | 1 | $0 |
| JACOB SAM | DIRECTOR Trustee or director | 1 | $0 |
| DR JAMES SHERRY | DIRECTOR Trustee or director | 1 | $0 |
| HEATHER TURNER | DIRECTOR Trustee or director | 1 | $0 |
| JENNIFER WILKINS | DIRECTOR Trustee or director | 1 | $0 |
| DON WILLIAMS JR | DIRECTOR Trustee or director | 1 | $0 |
| DAVE WINCHELL | DIRECTOR Trustee or director | 1 | $0 |
| KYLE YELICH | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| AMY J ROHLER | EXECUTIVE DI Officer | 40 | $79,680 | $21,736 |
| CHRISTINE TARBRAKE | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| KATHY BURCH | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 |
| MALLORY SMITH | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| JORDON STEVES | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JOELLE WASHER | PAST PRES/DI Trustee or director, Officer | 1 | $0 | $0 |
| JAMES CAMA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAVIER CASTRO | DIRECTOR (TH Trustee or director | 1 | $0 | $0 |
| LUIS CASTRO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRIS COLBURN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MAUREEN DONAHUE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANDREW FAULKNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TAMU GRAHAM-REINHARDT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANIEL GULLOTTI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CAROL HAY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VINCE HORRIGAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAMIEN JACKSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEB KATHMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID LOCKWOOD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LEW MECKLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BONNIE PETERS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MIKE ROBERTS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR JAMES SHERRY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HEATHER TURNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 208 PINE ST, JAMESTOWN, NY 14701-5406
- Principal officer (990 for 2024)
- KATHY BURCH, 208 PINE STREET, JAMESTOWN, NY 14701
- Signed the 990
- KATHY BURCH, VICE PRESIDENT
- Phone
- (716) 483-1561
- Website
- UWAYSCC.ORG
- Return prepared by
- SAXTON KOCUR AND ASSOCIATES LLP
Mission
UNITED WAY OF SOUTHERN CHAUTAUQUA COUNTY MOBILIZES THE COMMUNITY TO HELP PEOPLE IMPROVE THEIR LIVES.
Program accomplishments
- ALLOCATIONS - GRANT FUNDING TO COMMUNITY PARTNERS TO DELIVER PROGRAMS ALIGNED WITH THE FOLLOWING STRATEGIC OBJECTIVES: INCREASE THE NUMBER OF FAMILIES WITH THE NECESSARY LIFE SKILLS TO BE SELF-SUFFICIENT, INCREASE THE READY WORKFORCE BY ADDRESSING THE SOFT AND HARD SKILLS GAP AMONG YOUNG PEOPLE AND ADULTS, IMPROVE ACADEMIC SUCCESS BY WORKING DIRECTLY WITH YOUTH FROM CRADLE TO CAREER, AND IMPROVE THE HEALTH AND INDEPENDENCE OF VULNERABLE POPULATIONS.Expenses $1,045,000 · grants $1,045,000
- COMMUNITY IMPACT - ADMINISTERING THE EMERGENCY FOOD AND SHELTER PROGRAM AND A VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM. ALSO, DIRECT FINANCIAL SUPPORT MAINTAINS THE 2-1-1 HELPLINE FOR SOUTHERN CHAUTAUQUA COUNTY, ALONG WITH PROVIDING TECHNICAL ASSISTANCE TO COMMUNITY PARTNERS TO STRENGTHEN PROGRAMS AND MEASURE IMPACT, AND ASSISTANCE MOBILIZING STAKEHOLDERS AROUND EMERGING COMMUNITY NEEDS.Expenses $394,556
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
- 16-0772743
- 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
- 1954
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $3,604,927
- Income (IRS master file)
- $2,117,674
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,787,693 | $1,772,793 | $3,604,927 | XML |
| 990 | June 2024 | $1,605,374 | $1,671,714 | $3,462,470 | XML |
| 990 | June 2023 | $1,494,594 | $1,544,364 | $3,195,275 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | 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 16-0772743).
Questions about UNITED WAY OF SOUTHERN CHAUTAUQUA COUNTY
- What is the EIN of UNITED WAY OF SOUTHERN CHAUTAUQUA COUNTY?
- The employer identification number (EIN) of UNITED WAY OF SOUTHERN CHAUTAUQUA COUNTY is 16-0772743.
- Is UNITED WAY OF SOUTHERN CHAUTAUQUA COUNTY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
- Are donations to UNITED WAY OF SOUTHERN CHAUTAUQUA COUNTY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF SOUTHERN CHAUTAUQUA COUNTY 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 SOUTHERN CHAUTAUQUA COUNTY 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 SOUTHERN CHAUTAUQUA COUNTY 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 SOUTHERN CHAUTAUQUA COUNTY?
- The 990 for the year ended June 30, 2025 names KATHY BURCH.
- Who are the officers and directors of UNITED WAY OF SOUTHERN CHAUTAUQUA COUNTY?
- The 990 for the year ended June 30, 2025 lists 36 people; 1 received compensation from the organization, the highest $87,288 (AMY J ROHLER, EXECUTIVE DI).
- How much revenue does UNITED WAY OF SOUTHERN CHAUTAUQUA COUNTY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,787,693, expenses of $1,772,793 and total assets of $3,604,927 at year end.
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All nonprofits in JAMESTOWN · New York · Philanthropy, voluntarism and grantmaking foundations