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Nonprofit · EIN 55-0479446

UNITED WAY OF THE UPPER OHIO VALLEY INC

Tax-exempt · WHEELING, WV 26003

Financials

$922K$954K2022$934K$844K2023$2.6M$1.6M2024
Revenue Expenses · by fiscal year end
Financials of UNITED WAY OF THE UPPER OHIO VALLEY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$2,610,825$1,632,535$978,290$5,430,784$245,899$5,184,885
June 30, 2024990$933,911$844,109$89,802$4,573,332$412,750$4,160,582
June 30, 2023990$922,404$954,014-$31,610$3,721,922$141,319$3,580,603
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$2,171,076
Program service revenue
$0
Investment income
$436,616
Net income from fundraising events
$83
Other revenue
$3,133

Expenses

Grants and similar amounts paid
$708,236
Compensation of officers, directors and key employees
$76,000
Other salaries and wages
$165,452
Salaries, compensation and benefits (total)
$350,152
Professional fundraising fees
$0
Accounting fees
$9,500
Occupancy
$24,783
Travel
$13,209
Depreciation
$3,624
Program services (functional)
$1,269,117
Management and general (functional)
$165,079
Fundraising (functional)
$198,339

Balance sheet and other

Total assets, start of year
$4,573,332
Total assets, end of year
$5,430,784
Total liabilities, end of year
$245,899
Net assets, end of year
$5,184,885
Land, buildings and equipment
$8,748
Publicly traded securities
$4,532,307
Net assets without donor restrictions
$4,218,235
Net assets with donor restrictions
$966,650
Gross receipts
$2,633,847
Employees
5
Volunteers
145
Year formed
1964
State of legal domicile
WV

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.

NameTitleHours / weekCompensationOther / benefits
STACI STEPHENEXECUTIVE DIRECTOR
Officer
40$76,000$23,201
ALISHIAH HARDWAYDIRECTOR
Trustee or director
1$0$0
AMANDA BROWNTREASURER
Trustee or director, Officer
1$0$0
BEN KITTKADIRECTOR
Trustee or director
1$0$0
CRAIG BOMMERDIRECTOR
Trustee or director
1$0$0
CHRIS HORTERTDIRECTOR
Trustee or director
1$0$0
DAVID ROBBINSDIRECTOR
Trustee or director
1$0$0
EMILY SHORTALLSECRETARY
Trustee or director, Officer
1$0$0
JACOB KEENEYDIRECTOR
Trustee or director
1$0$0
JEFF EMERICKDIRECTOR
Trustee or director
1$0$0
JILL HISSOMDIRECTOR
Trustee or director
1$0$0
KATIE COFFIELDDIRECTOR
Trustee or director
1$0$0
CARLA BELLDIRECTOR
Trustee or director
1$0$0
LAURIE CONWAYDIRECTOR
Trustee or director
1$0$0
MEGAN BALLDIRECTOR
Trustee or director
1$0$0
13 more people on this return
NameTitleHours / weekCompensation
MELISSA SADLOWSKIDIRECTOR
Trustee or director
1$0
MITZI COLEMANDIRECTOR
Trustee or director
1$0
NICK SPARCHANEDIRECTOR
Trustee or director
1$0
RHONDA HALEYDIRECTOR
Trustee or director
1$0
RYAN ROTILIOVICE PRESIDENT
Trustee or director, Officer
1$0
SHARON CAMPBELLDIRECTOR
Trustee or director
1$0
STEPHANIE PALUDADIRECTOR
Trustee or director
1$0
SUSAN FOX NOLTEDIRECTOR
Trustee or director
1$0
TONY MARTINELLIPRESIDENT
Trustee or director, Officer
1$0
WILLIAM WAGNERDIRECTOR
Trustee or director
1$0
TONY VIOLADIRECTOR
Trustee or director
1$0
BRANDON PALMERIDIRECTOR
Trustee or director
1$0
SAMANTHA WALTERSDIRECTOR
Trustee or director
1$0
990 for the year ended June 30, 2024: 26 people
NameTitleHours / weekCompensationOther / benefits
STACI STEPHENEXECUTIVE DIRECTOR
Officer
40$73,558$19,911
JESSICA RINEFORMER EXEC DIR
Officer
40$3,761$0
WALKER HOLLOWAYTREASURER
Trustee or director, Officer
1$0$0
JEFF FLEAHMANDIRECTOR
Trustee or director
0.2$0$0
WILLIAM WAGNERDIRECTOR
Trustee or director
0.2$0$0
JACOB KEENEYDIRECTOR
Trustee or director
0.2$0$0
TODD COVERDIRECTOR
Trustee or director
0.2$0$0
JOSEPH LOVELLDIRECTOR
Trustee or director
0.2$0$0
VALERIE PIKODIRECTOR
Trustee or director
0.2$0$0
CRAIG BOMMERDIRECTOR
Trustee or director
0.2$0$0
ALISHIAH HARDWAYDIRECTOR
Trustee or director
0.2$0$0
ANTHONY MARTINELLIPRESIDENT
Trustee or director, Officer
1$0$0
RYAN ROTILIOVICE PRESIDENT
Trustee or director, Officer
1$0$0
SHARON CAMPBELLDIRECTOR
Trustee or director
0.2$0$0
JEFF EMERICKDIRECTOR
Trustee or director
0.2$0$0
ANTIONETTE GEYERDIRECTOR
Trustee or director
0.2$0$0
RHONDA HALEYDIRECTOR
Trustee or director
0.2$0$0
EMILY SHORTALLSECRETARY
Trustee or director, Officer
1$0$0
CHRISTINA TEREKDIRECTOR
Trustee or director
0.2$0$0
BEN KITTKADIRECTOR
Trustee or director
0.2$0$0
AMANDA BROWNDIRECTOR
Trustee or director
0.2$0$0
LAURIE CONWAYDIRECTOR
Trustee or director
0.2$0$0
MELISSA SADLOWSKIDIRECTOR
Trustee or director
0.2$0$0
MITZI COLEMANDIRECTOR
Trustee or director
0.2$0$0
STEPHANIE PALUDADIRECTOR
Trustee or director
0.2$0$0
SUSAN FOX-NOLTEDIRECTOR
Trustee or director
0.2$0$0
990 for the year ended June 30, 2023: 25 people
NameTitleHours / weekCompensationOther / benefits
JESSICA RINEFORMER EXEC DIRECTOR
Officer
40$63,185$17,718
STACI STEPHENEXECUTIVE DIRECTOR
Officer
40$0$7,839
DAWN ZENNER-GAUDIDIRECTOR
Trustee or director
0.2$0$0
WALKER HOLLOWAYTREASURER
Trustee or director, Officer
1$0$0
JEFF FLEAHMANDIRECTOR
Trustee or director
0.2$0$0
WILLIAM WAGNERDIRECTOR
Trustee or director
0.2$0$0
JACOB KEENEYDIRECTOR
Trustee or director
0.2$0$0
TODD COVERPRESIDENT
Trustee or director, Officer
1$0$0
JOSH CONTRAGUERRODIRECTOR
Trustee or director
0.2$0$0
JOSEPH LOVELLDIRECTOR
Trustee or director
0.2$0$0
VALERIE PIKODIRECTOR
Trustee or director
0.2$0$0
CRAIG BOMMERDIRECTOR
Trustee or director
0.2$0$0
ALISHIAH HARDWAYDIRECTOR
Trustee or director
0.2$0$0
KEVIN HELLERDIRECTOR
Trustee or director
0.2$0$0
ANTHONY MARTINELLIVICE PRESIDENT
Trustee or director, Officer
1$0$0
RYAN ROTILIOSECRETARY
Trustee or director, Officer
1$0$0
TINA RUSHDIRECTOR
Trustee or director
0.2$0$0
DANIEL YOUNGDIRECTOR
Trustee or director
0.2$0$0
SHARON CAMPBELLDIRECTOR
Trustee or director
0.2$0$0
JEFF EMERICKDIRECTOR
Trustee or director
0.2$0$0
ANTIONETTE GEYERDIRECTOR
Trustee or director
0.2$0$0
RHONDA HALEYDIRECTOR
Trustee or director
0.2$0$0
EMILY SHORTALLDIRECTOR
Trustee or director
0.2$0$0
CHRISTINA TEREKDIRECTOR
Trustee or director
0.2$0$0
BEN KITTKADIRECTOR
Trustee or director
0.2$0$0

Address and contacts

Address (IRS master file)
1307 CHAPLINE ST, WHEELING, WV 26003-3344
Principal officer (990 for 2024)
STACI STEPHEN
Signed the 990
STACI STEPHEN, EXECUTIVE DIRECTOR
Phone
(304) 232-4625
Return prepared by
PERRY & ASSOCIATES CPA'S AC

Mission

UNITED WAY IS STRENGTHENING THE UPPER OHIO VALLEY'S RESILIENCE, ADVANCE HEALTH, YOUTH OPPORTUNITIES, AND FINANCIAL SECURITY.

990 for the year ended June 30, 2025

Program accomplishments

  • DISASTER/EMERGENCY ASSISTANCE-ALLOCATIONS TO AGENCIES PROVIDING DISASTER AND EMERGENCY SERVICES TO INDIGENTS AND DIRECT ASSISTANCE TO INSIGENTS FOR SHELTER, FOOD, AND MEDICAL : SERVING 1348 PERSONS.
    Expenses $136,256 · grants $328,637
  • BASIS SUBSISTENCE-FOOD/HEALTH - ALLOCATIONS TO AGENCIES PROVIDING COUNSELING, MEDICAL AND MENTAL HEALTH SERVICES: SERVING 198 PERSONS.
    Expenses $73,627
  • CRISIS INTERVENTION/EDUCATION/REHABILITATION-ALLOCATIONS TO AGENCIES PROVIDING REHABILITATION SERVICES TO FAMILIES, SENIOR CITIZENS AND DISABLED PERSONS: SERVING 2306 PERSONS.
    Expenses $138,624 · grants $303,653
  • YOUTH/RECREATION - ALLOCATIONS TO AGENCIES PROVIDING COUNCELING & RECREATIONAL ACTIVITIES AND OPPORTUNTIES TO YOUTH: SERVING 1007 PERSONS.
    Expenses $37,790
  • OTHER PROGRAM SERVICES
    Expenses $882,820 · grants $75,946

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
55-0479446
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
1966
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$5,430,784
Income (IRS master file)
$2,633,847

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$2,610,825$1,632,535$5,430,784IRS
990June 2024$933,911$844,109$4,573,332IRS
990June 2023$922,404$954,014$3,721,922XML
990June 2022$1,238,141$854,791$3,218,908IRS
990June 2021–––IRS
990June 2020–––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 55-0479446).

Questions about UNITED WAY OF THE UPPER OHIO VALLEY INC

What is the EIN of UNITED WAY OF THE UPPER OHIO VALLEY INC?
The employer identification number (EIN) of UNITED WAY OF THE UPPER OHIO VALLEY INC is 55-0479446.
Is UNITED WAY OF THE UPPER OHIO VALLEY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
Are donations to UNITED WAY OF THE UPPER OHIO VALLEY INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does UNITED WAY OF THE UPPER OHIO VALLEY 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 THE UPPER OHIO VALLEY 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 THE UPPER OHIO VALLEY 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 THE UPPER OHIO VALLEY INC?
The 990 for the year ended June 30, 2025 names STACI STEPHEN.
Who are the officers and directors of UNITED WAY OF THE UPPER OHIO VALLEY INC?
The 990 for the year ended June 30, 2025 lists 28 people; 1 received compensation from the organization, the highest $76,000 (STACI STEPHEN, EXECUTIVE DIRECTOR).
How much revenue does UNITED WAY OF THE UPPER OHIO VALLEY INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $2,610,825, expenses of $1,632,535 and total assets of $5,430,784 at year end.

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