United Way of the Dutchess Orange Region
2023-24
Annual Report
United Way of the Dutchess Orange Region • Annual Report 2023-24
United Way Board of Directors BOARD OFFICERS Kevin J. Cleary, Chair Retired, IBM Amy J. Berger, Vice Chair Retired, IBM Susan Howell, Treasurer Partner RBT CPAs, LLP Michael Mazzuca, Secretary TEG Federal Credit Union Commercial lending/Commercial lender
BOARD MEMBERS Matthew Cruz Financial Consultant DSL Financial Services Fred Clarke, Esq. Law Office of Fred Clarke Catherine (Candy) E. Davies Retired, SUNY New Paltz Arthur DeDominicis, CPA Certified Public Accountant & Consultants Tim Eisentraut IT Director, UPS Melissa A. Gaeke, Ph.D. Director, Center for Civic Engagement and Leadership, Marist College
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Julia Kammerer Community Investment Program Specialist DC Department of Planning & Development Timothy Kane VP Quality and Client Advocacy IBM Corporation Phillip Lekanides VP & Controller, Rhinebeck Bank Kadiyah Lodge, M.S. Executive Director Lead for Poughkeepsie (LFPK) Sharon A. McGinnis VP, Human Resources & Safety Central Hudson Gas & Electric Marta Newkirk Assistant Dean of Student Services Dutchess Community College Michelle S. O’Reilly Partner, PKF O’Connor Davies, LLP Kimberly Pennington Business Development Officer, HV & Metro NY, KeyBank Barry Rothfeld Retired – Publisher, Poughkeepsie Journal Mark Villanti Retired Educator
United Way of the Dutchess Orange Region • Annual Report 2023-24
United Way Staff Jeannie Montano President & CEO
Annette Sullivan Executive Assistant to the President & Office Manager RESOURCE DEVELOPMENT DEPARTMENT Elizabeth Manning Vice President of Resource Development Michelle Nepton Donor Development Director Kristie Hagen Donor Development Manager Maddy Shannon Development Coordinator Susan Marchewka Events Manager COMMUNITY IMPACT DEPARTMENT Melissa Clark, MA Vice President of Community Impact Rebecca Lull Director of Community Impact Sharon Shah Data and Prospect Research Manager Katelynn Hinton Community Outreach Coordinator
Kendra Anderson Dutchess County NOEP Coordinator Isabella Hulihan Orange County NOEP Coordinator Lorraine Middleton* Marketing/Outreach VISTA Deidre Sepp* Financial Empowerment VISTA Natalya Shemchuk* Financial Pathways VISTA
FINANCE DEPARTMENT Sue Manning Vice President of Finance & Administration Jane Johnson Director of Finance
MARKETING & COMMUNICATIONS DEPARTMENT Samantha Lowe Marketing Manager Patty Ten Marketing Assistant *Associates from other organizations & VISTAS placed at United Way.
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United Way of the Dutchess Orange Region • Annual Report 2023-24
A Message from the President & CEO and Chair of the Board Dear Friends, We are profoundly grateful for your unwavering support of United Way of the Dutchess-Orange Region and the critical work of our partner non-profits. Your generosity has enabled us to achieve remarkable progress in our community, providing access to healthy food, education for youth and struggling women, free tax preparation, legal services, and affordable housing for veterans in our community. In the fiscal year 2023-24, our initiatives began with our 4th annual Diaper Distribution, where over 100,000 diapers were donated and distributed to non-profits, thanks to the generosity of individuals, local corporations, and department stores. Following this, our School Supply Distribution provided essential resources for families with school-age children, enabling them to start the academic year prepared. In September, our Community Breakfast celebrated the spirit of giving, honoring local ‘Kindness Champions’ who exemplify compassion in our community. We were particularly proud to recognize the Food Bank of the Hudson Valley as our Community Champion. Thomas Nardacci, CEO of the Regional Food Bank of Northeastern New York, provided insightful remarks about their vital work. This organization stands as our leading partner in combating food waste and ensuring food security, reaching over 150,000 individuals monthly through a network of 258 sites across the Hudson Valley. Participants were able to access a financial literacy seminar about surviving an inflationary economy online, with Zoom facilitating greater attendance. Volunteer involvement at the 9/11, MLK and Juneteenth Days of Service were equally supported and the online Equity challenges for MLK and Juneteenth had enthusiastic participation by staff, friends, and community members. Our year culminated in the Celebration of Service, the highlight of the evening was presenting the Distinguished Leadership Award to RBT CPAs, LLP. Their unwavering commitment shines through their continued support of local non-profits like the United Way. We were again overwhelmed by the support of sponsors and partners in our community and recognized the top Corporate Campaigns for this year at our dinner. We also congratulate and thank the Talent United contestants and winners. Our second Pull the Tank event was announced to be held in June, where teams of 20 people will again be challenged to pull a WWII Tank 50 feet. Proceeds from this event benefit UWDOR’s veteran assistance initiatives. Thank you again for your continued support of the United Way of the Dutchess-Orange Region, united in purpose to fight for the health, education, and financial stability of everyone in our community. Jeannie Montano, President & CEO 4
Kevin Cleary, Chair of the Board
United Way of the Dutchess Orange Region • Annual Report 2023-24
Your Community Impact
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United Way of the Dutchess Orange Region • Annual Report 2023-24
United Way Community Partners FY 2023-24 EDUCATION
Goal: Develop opportunities for lifelong learning to increase skill-based development
Community Action Partnership for Dutchess County, Inc.
Dress for Success (DFS) empowers women to achieve economic independence by providing a network of support, professional attire and the development tools to help women thrive in work and in life. All of our programs furnish women with skills and confidence that they will carry forever and the knowledge that they can actively define their life, the direction they take and what success means to them.
Hudson River Housing Inc.
The Follow Through Program aims to increase the long-term financial and housing stability of low-income, homeless households during and after their transition to permanent housing. Support is provided for up to a year as households work toward increasing financial security, sustaining housing and achieving other self-sufficiency goals.
The Art Effect
Sparks Studios provides 60 underserved teens (ages 14-19) with film and media arts instruction as well as paid work experiences and a safe space outside of school where they can learn valuable technical and workforce skills, gain access to technology, explore careers in the creative sector, build positive relationships, engage in creative activities and establish community connections.
The Osborne Association Inc.
Youth Experience Success (YES) offers wrap-around services to disadvantaged youth in Newburgh intended to create opportunities and teach lifelong skills that will carry them into adulthood. The program will provide positive youth development and educational support (including literacy services), cognitive-behavioral therapy, substance use disorder prevention education and various workshops.
EDUCATION
Goal: Increase opportunities for positive youth development and literacy services
Boys & Girls Club of Newburgh
The Early Literacy Center is intended to improve academic outcomes for youth through literacy instruction. The program operates during the school year, Monday - Friday from 3:00pm - 6:00pm and consists of three structured hours of activities including homework help and tutoring, academic enrichment and electives including classes in the arts, science and technology and sports.
Cornell Cooperative Extension Dutchess County
Green Teen Positive Youth Development through Workforce Training offers youth aged 14-19 to attend programs three times per week. Using Positive Youth Development (PYD) strategies, staff mentor them, focusing on their strengths and interests to build engagement, develop self-efficacy and give them the confidence and social-emotional skills to exert control over their own motivation, behaviors and social environment. Youth learn as they are taught vocational and employment skills.
Culture Connect
Community Connect is an after-school and summer academic enrichment program for K- 5 ESL students in the Rhinebeck and Red Hook schools. The program offers academic support that may not be available at home due to language barriers. Improved language, reading and writing skills increase their literacy and academic performance, building their confidence and improving their social development.
Family Services Inc.
The Teen Resource Activity Center (TRAC) provides a safe trauma-informed space for youth to feel a sense of belonging and receive mentorship and support. TRAC helps youth develop their athletic, academic, creative, workforce and social skills in supportive and challenging ways. Staff work with youth to challenge acceptance of violence to prevent involvement in and exposure to gun and gang violence.
Finish Strong Wellness Center
Finish Strong Wellness Program PK REACH! targets five vital areas of youth psychosocial development: R=Restorative Justice/Racial Identity; E=Emotional/ Social Skill Development; A=Academic Success; C=Career Readiness; H=Health and Wellness. PK REACH! has a mentorship component where participants that have reached milestones in these five areas can complete leadership training, become Junior Youth Counselors and receive stipends.
Hudson River Housing
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River Haven provides emergency shelter for runaway and homeless youth as they work with a Care Manager toward family reunification or securing another safe residence. The Program provides a variety of evidenced-based Positive Youth Development opportunities and learning experiences to help youth overcome past trauma, develop skills and build protective factors linked to healthy development.
United Way of the Dutchess Orange Region • Annual Report 2023-24 Land to Learn
SproutEd Beacon & Newburgh is a garden-based educational program for K-2 students. We maintain school food gardens and deliver lessons during the school day, year-round, that educate students in nutrition, cooking, plant science, ecology and food systems. Our curriculum is experiential and hands-on, offering students a fun, engaging way to apply and develop their academic and social-emotional skills.
Literacy Connections of the Hudson Valley, Inc.
Book Buddies recruits volunteers to read one-to-one with 3-4th grade children whose teachers identify as reading below grade level. Volunteers are trained to use differentiated material to help students improve their reading skills and confidence. Classroom Book Buddies volunteers read aloud, using a dialogic reading method to give children a positive experience with books.
NAMI Mid-Hudson Inc.
Positive Youth Development via Ending the Silence Mental Health Education is a 50-minute presentation to high school students given by a certified NAMI lead presenter and a young adult with a mental health condition who shares their journey of recovery. ETS addresses substance/alcohol abuse, suicide prevention, bullying and overcoming stigma. It raises awareness & changes perceptions about mental health & instills good citizenship skills to help their peers.
Newburgh Armory Unity Center Inc.
Educational Programming (2023-2024) is a Saturday program. Pre-K to 8th grade youth take classes in reading, writing, STEM and the arts to develop scholastic ability, life skills and emotional intelligence. Sports programs provide skills and introduce leadership and team building. After school programs range from literacy to STEAM, restorative circles and career exploration. Their basketball league also serves over 250 youth. All programming is free.
Northeast Community Council Inc.
Teen Team is a resilience-building, community-engagement group for low-income, at-risk youth ages 14-18. The group coordinates its own community service activities and cultural/recreation events. It also benefits from education in social and cultural diversity, healthy relationships and other life skills that deter harmful behaviors, chosen by the Program Director.
Vassar College Vassar College Urban Education Initiative
Vassar English Language Learners Outreach Program (VELLOP) strives to improve academic achievement of ELLs in the Poughkeepsie City School District, which is challenged to educate these students due to lack of Spanish-speaking teachers. VELLOP tutors are Vassar students (often Spanish speakers) who work alongside teachers to support the performance of ELLs. Thirty-five college students devote up to seven hours per week to tutoring schoolchildren.
Warwick Community Bandwagon Inc. DBA Warwick Valley Community Center Educational Non Profit
Life Skills for Teens helps develop teens’ internal assets. It provides protective factors through prevention, educational and cultural diversity activities and helps transition from elementary to middle and high school. Members participate in community service and leadership skill-building activities. Evidence-based environmental strategies and evidence-based/informed programs are implemented.
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United Way of the Dutchess Orange Region • Annual Report 2023-24
FINANCIAL SECURITY
Goal: Improve access to resources to alleviate short-term financial crisis in order to increase local families’ economic position
Catholic Charities Community Services of Dutchess County
Financial Stability Program provides assistance for neighbors in crisis seeking to meet basic needs. All calls, if not picked up, are returned the same business day. Being able to speak to a person directly, as opposed to leaving voicemail, is huge for those looking for help. All requests for assistance are triaged by the Coordinator & Executive Director and if appropriate are assigned a case manager by the latter.
Community Action Partnership for Dutchess County, Inc.
Crisis Intervention & Case Management provides emergency financial assistance for families faced with an economic crisis and case management support to help them navigate out of crisis and into stability. Families are struggling to keep their housing and stay current on their utilities. The post pandemic recovery will be difficult and lengthy.
Cornerstone Family Healthcare
The Healthy Connections Program provides homeless patients with prescription drugs, medical supplies, taxi vouchers and food. Patients’ health outcomes are subsequently tracked by Harper Health staff to measure program success.
Dutchess Outreach
Emergency Assistance program provides clients financial support for utilities, rent/security deposits and other support during times of crisis and when they need it most.
Fearless! Hudson Valley
Financial Assistance Program (FAP) supports access to emergency financial assistance for the crisis intervention needs of victims and survivors engaged with Fearless! services. The program is intended to increase access to safety and sustainability by minimizing the harmful and ongoing impacts of intimate partner victimization and abuse, including financial/economic injury.
Grace Smith House
Meets Basic Needs is designed to help victims of domestic violence stabilize their lives by providing direct financial assistance to alleviate an immediate financial crisis while providing support and services needed to empower them and their children to move towards building a foundation of financial stability and independence from their abuser.
Hudson River Housing Inc.
Housing Navigator program provides emergency housing assistance to low-income households. The Housing Navigator works closely with households to help them develop housing stability plans tailored to their needs. The Navigator may assist them in applying for public benefits, connect them with employment opportunities and/or refer them to child care, health care, legal services and other community resources.
Jewish Family Service of Orange County
Financial Empowerment Program offers one-time financial assistance to families and individuals experiencing a temporary financial setback. Applications are reviewed by a committee based on documentation of the temporary circumstance and the applicant’s ability to move forward after assistance has been provided. Funds are paid directly to the landlord, utility or auto-related expense.
Legal Services of the Hudson Valley
Income Stabilization & Consumer Law Services for Residents of Dutchess and Orange Counties provides legal assistance to individuals who have been incorrectly denied, or terminated from, public assistance programs, including Temporary Assistance to Needy Families, SNAP/Food Stamps, WIC, unemployment insurance, Social Security, SSI, SSD, Medicaid & Medicare and Veterans Benefits and handles Consumer Law cases, as a means of stabilizing household incomes at a subsistence level.
FINANCIAL SECURITY
Goal: Increasing annual earnings and workplace advancement of individuals and families in our region
Hudson Valley CA$H Coalition
Tax Preparation Program provides free tax preparation service for low- and moderate-income residents helping them to claim all available refunds applicable to their personal situation.
HEALTH
Goal: Increase access to healthy food for families in our community
Common Ground Farm
The Beacon School Food Access (BSFA) program ensures that vulnerable students have access to fresh, nutritious food. They distribute groceries to students each Friday to ensure that they have food over the weekend. They will also encourage families to participate in their market-based food access programs by providing coupons that double purchasing power at the Beacon Farmers’ Market.
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United Way of the Dutchess Orange Region • Annual Report 2023-24 Food Bank of The Hudson Valley
Food for Dutchess and Orange County Feeding Programs will provide low-income Dutchess and Orange County residents with nutritious food when they visit local food pantries and soup kitchens. The grant will fund lines of credit at the Food Bank which agencies will use to secure food. Funds will cover handling fees for donated food and costs for purchased food and will expand the agencies’ capacity and enable them to feed more people.
Food for Kids
Food For Kids currently serves 194 students on a weekly basis from all five buildings of the WCSD. They provide enough food to cover two breakfasts, two lunches, drinks, and snacks for the weekend. They provide additional food when there are longer holiday weekends or extended school breaks. Throughout the summer, they provide breakfast, lunch, snacks and drinks to cover seven days of the week for nine weeks.
Northeast Community Council
NECC Food Access Program supports Mexican and Guatemalan immigrants using the NECC Food Pantry and other food pantries in northeast Dutchess. This includes the purchase of staple foods, coordinated distribution to pantries, staff time for multilingual support of pantry guests and management of the client choice pantry model at NECC. The program includes weekly Spanish language case management consulting.
Pawling Resource Center
Food Insecurity Program provides round trip rides to medical appointments for Pawling residents. Clients can also access rides to a local grocer, the food pantry or receive a food delivery if they are homebound. All services are offered Monday through Friday at the client’s request and the second Saturday of each month the food pantry is open from 10 am to 3 pm (no rides/deliveries on Saturdays).
Poughkeepsie Farm Project
PFP Foodshare Program works to eliminate food apartheid and create food sovereignty in our community by distributing fresh, wholesome produce to community members who do not have access to this local food source due to social and racial injustice. We do this through donations to local emergency food partners and free produce distributions by PFP educators.
VETERANS Hudson River Housing, Inc.
HRH’s VetZero Program provides housing assistance to address the needs of low-income veterans who are homeless or are at imminent risk of homelessness. Services ensure that veterans are quickly placed in stable housing and includes outreach, housing counseling, assistance with initial housing costs, transportation and service linkages to help them sustain housing or obtain entitled benefits.
VETERANS Legal Services of the Hudson Valley
Civil Legal Services for Veterans and Military Families, Dutchess & Orange program will offer free, comprehensive civil legal services to veterans and military family members living in Dutchess and Orange Counties, across a range of its practice areas: Public Benefits/Income Stabilization; Housing/Eviction and Law; Elder Law; LGBTQ; Veterans & Military Families Law.
KEY COMMUNITY RESOURCES Hudson Valley 2-1-1 Helpline
A free, confidential, multilingual service to assist the public in finding the answers to a variety of Health and Human Services related questions. It is open 365 days a year, 24 hours a day.
Mid-Hudson Valley Community Profiles
Is an indicator project and resource that assesses our Mid-Hudson Valley region to quantify strengths and challenges, and help determine priorities and launch community-wide discussions about improving quality of life.
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Thank you to our
United Way of the Dutchess Orange Region • Annual Report 2023-24
CORPORATE SPONSORS!
Annual Sponsors
Central Hudson Gas & Electric Corp. IBM Corporation M&T Bank Orange & Rockland Utilities Pratt & Whitney Advanced Coating Technologies RBT CPAs LLP
Resorts World TD Bank Ulster Savings Bank Media Annual Sponsors iHeart Media • Mid Hudson News • Pamal Pok Galleria • Crystal Run Galleria • Wall Radio
GOLD SPONSOR Candy & Bill Davies
PARTNER SPONSORS ARTCPA: Arthur DeDominicis Accountant and Consultants Bruderhof at Fox Hill Communities DSL Financial Services Dutchess Community College/ Dutchess Community College Foundation Marist College Mutual of America PCSB Community Foundation PKF O’Connor Davies
2023 Community Breakfast Event Sponsors SILVER SPONSOR Petro Home Services
BRONZE SPONSORS Adams Fairacre Farms Kevin Cleary & Holly Wahlberg Galleria at Crystal Run Poughkeepsie Galleria
2024 Women’s Luncheon Event Sponsors GOLD SPONSOR Candy & Bill Davies
SILVER SPONSOR Kevin Cleary and Holly Wahlberg Day One/Dia Uno Live Free & Dye Salon Mid Hudson Valley Federal Credit Union
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BRONZE SPONSORS Functional Healing M&O Sanitation Mid Hudson Regional Hospital Prager Metis WM Security Services Vassar College
United Way of the Dutchess Orange Region • Annual Report 2023-24
2024 Celebration of Service Event Sponsors SILVER SPONSOR Prager Metis CPAs LLP
BRONZE SPONSORS Kevin Cleary & Holly Wahlberg Candy & Bill Davies Merrill Lynch Precision Pipeline Solutions
PARTNER SPONSORS A.M.P. Masonry, Inc Arthur DeDominicis Accountant and Certified Consultants Bruderhof at Fox Hill DSL Financial Services Hudson Valley Credit Union KeyBank Marshall+Sterling Insurance
2024 Pull the Tank Sponsors CAPTAIN SPONSOR Candy & Bill Davies WGHT/WTBQ
LIEUTENANT SPONSORS Chelsea Forest Products Key Bank
SERGEANT SPONSORS Bob’s Discount Furniture EC Media Group LLC Hotaling Insurance Services Hudson River Truck & Trailer DSL Financial Services Kevin J. Cleary & Holly L. Wahlberg Town of Montgomery Emergency Medical Service
Mid-Hudson Valley Federal Credit Union Mutual of America Nuvance Health PKF O’Connor Davies RBT CPAs, LLP Tompkins Financial Vassar College MEDIA SPONSORS Galleria at Crystal Run iHeart Radio Mid-Hudson News Pamal Broadcasting Wall Radio
TALENT UNITED SPONSOR RBT CPAs, LLP
MEDIA SPONSORS Galleria at Crystal Run iHeart Radio Mid-Hudson News Pamal Broadcasting Wall Radio
SPECIAL THANKS TO BTM Corporation Bud Walker Orange County Government Minuteman Press
CORPORAL SPONSORS Acorn Plumbing • Heating • Cooling Moroney’s Motor Sports and Jim Moroney Harley-Davidson 11
United Way of the Dutchess Orange Region • Annual Report 2023-24
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United Way of the Dutchess Orange Region • Annual Report 2023-24
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2023-2024
United Way of the Dutchess Orange Region • Annual Report 2023-24
YEAR IN REVIEW 9/11
8/16
School Supply Distribution
Day of Service
10/20
Make a Difference Day
12/9
Day of Sharing
9/20
Homebuyers Seminar
1/31
Financial Literacy Workshop FREE FINANCIAL
WEBINAR
SURVIVING IN AN INFLATIONARY ECONOMY JANUARY 31ST 10 AM ONLINE VIA ZOOM UWDOR.ORG/JANFINANCIALWEBINAR Budgeting during an inflation is scary. Join us as we learn how to weather the inflated economy with Ulster Savings Bank.
Questions? Contact Deidre Sepp at dsepp@uwdor.org
AUGUST
8/11
Diaper Distribution
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SEPTEMBER
9/25
2023 Community Breakfast and Kindness Champion
OCTOBER
11/13
NOVEMBER
Leadership Reception
DECEMBER
12/2023
Holiday Helping Hand and Holiday Wish List
David Friedman David Friedman is the Inside Sales Manager and Mortgage Trainer at Ulster Savings Bank. He has been in the mortgage industry for about 30 years, as a Loan Officer, Team Lead, Sales Manager, Underwriting Manager, and Territory Manager. He’s worked for some of the biggest banks/mortgage companies in the country and several regional banks. David has been with Ulster Savings for almost 7 years, working mainly out of the Kingston headquarters and has done homebuyer workshops for hundreds of clients in that time.
JANUARY
1/19
MLK 21 Day Equity Challenge & MLK Days of Service
United Way of the Dutchess Orange Region • Annual Report 2023-24
6/26
Financial Seminar
2/28
Women United Luncheon
3/2
Read Across America Day
5/8
6/15
2024 Pull the Tank
3/29
Day of Sharing
FEBRUARY
2/11
211 Day
MARCH
4/20
First Time Homebuyers Seminar
4/21-4/27
National Volunteer Week
APRIL
MAY
5/1
Online Voting ends for Talent United Entries
School Supply Distribution 30 organizations received supplies
4th Annual Diaper Distribution Over 100,000 diapers given to 30 agencies
2024 Celebration of Service and Talent United Winner Announced!
FY 2023-24 STATS
JUNE
6/4
Elevate Conference
Days of Service Averaged 50 - 100 volunteers
2023 Kindness Champion Campaign 9,444 votes $4,407 raised 2023 Community Breakfast 175 attended
Ist Women United Luncheon Over 160 attended
Days of Sharing Over 100 non-profits and schools were supplied essential items 2024 Talent United Contest 12 contestants, 15,326 votes and $7,103 raised
Juneteenth
Equity Challenge
2024 Celebration of Service Over 225 attendees
Elevate Conference Over 130 attendees 2024 Pull the Tank 195 participants 13 Teams
MLK Equity Challenge & Juneteenth Equity Challenge 316 participants
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United Way of the Dutchess Orange Region • Annual Report 2023-24
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United Way of the Dutchess Orange Region • Annual Report 2023-24
Volunteering Impact VOLUNTEER:
Every hour, every minute you give helps someone in need. Through our online volunteer portal, United Way of the Dutchess-Orange Region makes it easy for individuals and companies to ensure everyone finds their perfect volunteer “match.”
WHY VOLUNTEER?
According to a new study noted in Time Magazine’s article, “Why Volunteering is Good for Your Mental Health” not only is it a great way to give back, but a new study shows that volunteering provides important health benefits.
THE IMPACT OF VOLUNTEERING IN THE COMMUNITY
Last year, we touched the lives of more than 214,688 individuals. Volunteers helped make that difference with 3,494 individuals contributing their time and talent. To continue to support our Dutchess and Orange communities, we are counting on you. Studies show that volunteer hours, valued at $28.06 per hour for each volunteer, add up and save donor dollars allowing more money to go to much needed services in our community.
WANT TO VOLUNTEER?
Visit our volunteer portal at donate.uwdor.org/Volunteer/VolHome.jsp to find the perfect match for you or contact our Community Impact team (ci-inbox@uwdor.org) for special opportunities and our Days of Caring! To help out year-round, email Rebecca Lull (rlull@uwdor.org) for our essential needs program.
UPCOMING UWDOR VOLUNTEER OPPORTUNITIES United Way’s Donation Room Dates: 05/01/2025 10:00 AM - 12:00 PM 06/05/2025 10:00 AM - 12:00 PM
Join us as we prepare our Essential Goods Program for distribution. We need help sorting, organizing and cataloging donations.
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United Way of the Dutchess Orange Region • Annual Report 2023-24
2023-24 Workplace Giving $100,000+
Central Hudson Gas & Electric Corp.
$99,999-$25,000
Adams Fairacre Farms Hannaford Supermarkets Hudson Valley Credit Union IBM Corporation Orange Bank and Trust Company RBT CPAs, LLP
$24,999-$10,000
BMO Harris Bank and BMO Capital Markets C&S Wholesale Grocers Enterprise James L Taylor Manufacturing Company Marshall+Sterling Insurance Inc. Orange & Rockland Utilities Orange County Government United Way of the Dutchess-Orange Region UPS Wappingers Central School District
$9,999-$4,000
Athene USA Cary Institute of Ecosystem Studies Children’s Home of Poughkeepsie Dutchess County Government EFCO Products Inc Illinois Tool Works Rhinebeck Bank Rhinebeck Central School District
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United Way of the Dutchess Orange Region • Annual Report 2023-24
Up to $3,999
American Express Arlington Central School District AT&T Ball Corp Bank of Millbrook Berkshire Bank BNY Mellon Community Partnership Bon Secours Health System Carpenter & Smith Centene Corporation Community Action Partnership for Dutchess County Dutchess Day School Dutchess Tourism Inc Elevance Health Emery & Webb Inc Enlarged City School District of Middletown Ethan Allen Workforce Solutions Family Services Inc Fearless! Hudson Valley, Inc. Federal Reserve Bank of New York Focus Media Inc Gannett Fleming Global Foundries Grace Smith House Hickey Finn and Company Insurance HONOR ehg Inc JC Penney Jewish Family Services of Orange County Joy Insurance Agency Inc JP Morgan Chase Kennametal Inc. KeyBank Kirshon and Company PC Kiryas Joel Village Union Free School District LaBella Associates Legal Services of the Hudson Valley Liscum McCormack VanVoorhis Literacy Connections - Hudson Valley Macys Manpower Masci, Hale, and Wilson Family Dentistry McCabe and Mack LLP Metal Container Corp Mid-Hudson Valley Federal Credit Union Millbrook Central School District Nationwide Corp New York Life Insurance Company 19
United Way of the Dutchess Orange Region • Annual Report 2023-24
Newburgh Enlarged City School District Onsemi Orange County Partnership Orange Ulster BOCES Pawling Corp Paychex Inc Pine Bush Central School District Pine Plains Central School District Port Jervis City School District Poughkeepsie City School District Poughkeepsie Public Library District Prager Metis Precision Pipeline Solutions Price Chopper Golub Riverside Bank SEI Spackenkill Union Free School District SUNY Orange Target TD Bank TEG Federal Credit Union Textron Aviation Service Center The ARC Sullivan-Orange Counties New York Think Dutchess Alliance for Business Thrivent Financial TJX Tompkins Financial Corporation Tops Markets Torrco Town of Chester Town of Hyde Park Ulster Savings Bank USAA Valley Central School District Verizon Washingtonville Central School District Westage Management LLC
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United Way of the Dutchess Orange Region • Annual Report 2023-24
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United Way of the Dutchess Orange Region • Annual Report 2023-24
Tocqueville Society Members
United Way of the Dutchess-Orange Region’s Alexis de Tocqueville Society was formed in March of 1984 to deepen individual understanding of, commitment to, and support of United Way of the DutchessOrange Region’s work: advancing the common good by creating opportunities for a better life for all. Membership in the Tocqueville Society is granted to individuals or partners who contribute at least $10,000.00 annually to United Way of the Dutchess-Orange Region.
Anthony Campagiorni, Esq. Christopher Capone* Kevin Cleary and Holly Wahlberg William and Catherine Davies Timothy Eisentraut Christopher and Marian Gaynor
Peter Groffman and Katherine Bishop Steven and Susan Howell Steven and Linda Lant John P. O’Shea Jonathan W. and Angela S. Roberts Linda Sanford *Deceased
Alexis de Tocqueville admired three elements in American society: liberty, equality and the spirit of neighbor helping neighbor. Interested in learning more and making a larger impact? Contact Michelle Nepton at mnepton@uwdor.org or 845-471-1900 ext 3115. There are many giving options including monthly installments to make becoming a member even more accessible.
*Christopher Capone was a longtime volunteer and supporter of United Way of the Dutchess-Orange Region. His contributions will always be remembered and appreciated.
BECOME PART OF SOMETHING BIGGER
Introducing the Tocqueville Society Step-Up Program
If you are committed to lasting community impact, the Tocqueville Step-Up Program can help grow your philanthropy.
The Tocqueville Step-Up Program offers a path for you to join United Way’s Tocqueville Society today. Your six-year pledge makes you a member of United Way’s premier giving society today. With your first gift of $2,500, you will join the most influential community leaders in our region. With the Step-Up Program, your giving grows each year over six-years. You will be recognized as a Tocqueville member, and part of a community of our most generous donors.
BENEFITS OF MEMBERSHIP
As a Tocqueville Society member, your gift makes a profound impact in the region. Your purposeful giving creates meaningful solutions for our community. As a member, you will enjoy: • Invitations to exclusive Tocqueville Society and leadership giving events throughout the year; • Recognition in United Way publications; • Invitations to networking, volunteer, and business development opportunities; • Opportunities to connect with others who share your passion to improve our region; • Stories and updates about how your gift is making a difference in our community To find out more, contact Jeannie Montano at jmontano@uwdor.org or 845-471-1900, ext. 3101 22
United Way of the Dutchess Orange Region • Annual Report 2023-24
Leadership Society $5,000 - $9,999
Michael Burdis Rocco and Sharon Cocco Arthur DeDominicis, CPA Anne Lescher Dr. Robert McKee & Julia Hamilton McKee Ben Niedermeyer Todd and Janette Ritter Richard Rowley Michael Scott Rebecca Tadikonda
$3,000 - $4,999
Marc Cassalina Eric Loeven Gregory and Mary Mayotte Sharon McGinnis Jeannie Montano and James Kellett Robert and Josephine Peacock Andrew Seward Kevin Sheehan Mark and Liz Villanti
$2,000 - $2,999
Gordon Burdis Lawrence and Lynda Byrne Tim and Alicia Dean Jon Garlett Shawn and Jennifer George Michael Gillfeather Walter and Susan Joseph John Kaften Stephen Lochner Eileen Lomoriello David Mack Edward Graham and Matthew Murphy Shelby Outwater Steward T. A. Pickett Bradley Quick Ita Rahilly and Louis Fish Bruce and Nancy Raymond John and Laura Safran Robert Terry, CLU, ChFC Raymond and Nancy Watroba Jr.
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United Way of the Dutchess Orange Region • Annual Report 2023-24
Leadership Society $1,000 - $1,999
Pat Adams Daniel Z. Aronzon M.D. and Nancy Aronzon John Atherton Kathleen Bartles Lorraine Barton Heather Bell Jolene Borell Kyro Bouquet Ronald Brand Charles Brittain Gunta Broderick Keith Brokaw Christopher Broner Thomas Burns Steven Carroll Robert Caso Heather Cimorelli Melissa Clark and Christian Laura David Cole John and Ingrid Collins Ramon and Lennie Kay Colon Michael Coulter Troy and Jennifer Del Valle Phil Derasmo Eric Diamond Tom and Regina DiGovanni Margarita K. Dilley Michael Dolan Emily Elshafey Nelson Feist Joseph Garozzo Lora Gescheidle Janet Giannetta Joshua R. Ginsberg Michael and Clare Graham Bretton Haase Linda Hannigan Dawn Harkness Timothy Hayes Kwane Hayle Malinda Haynes 24
Michael Hichak Daniel Hickey Marvyn James Jane & Doug Johnson Timothy Kane Lawrence and Joan Korducki David Langella Frank LaRocca Phillip Lekanides Teresa Leske Michael Lofaro Elizabeth Manning Susan Manning Robert R Marchione Kenneth Marston Dr. Peter Masci and Christine Masci Dr. Aby Mathew Suzette Mazurowski James McCardle III Brian and Melissa McNamara Timothy Murphy Michelle Nepton Marta Newkirk Richard O’Keefe Peter Olson Michelle O’Reilly, CPA Barbara and John Ostrander Charles Pellegrino Craig and Keryl Pesce Travis Podolec Jill Posephney Peter Reale Eric Rice Edward Sammis Robert and Elizabeth Sawicki Michael Swensen Michael and Kelly Turturro Michael Yegidis, CPA Greg Yozzo Daniel Ziegler Thomas Zupan 10 Anonymous
United Way of the Dutchess Orange Region • Annual Report 2023-24
500 Club Steven C. Roach Robert Abrams Carrie Albertson Jerry Amato Margaret Ambrogio Stephen Anania Harry Baldwin Elizabeth Barach Robert Barone Russhaun Bass Colleen Berry John Beurket Louis & Bonnie Biskup Tara Bliss Jennifer C. Boniface John Borchert Joseph Bostian Franco Bruna Jeanne Bruno Vince Buono Thomas & AnneMarie Burnell William Calderara Anne Carruthers Patricia Cartelli Ting Chan Tracy Christie John Chrysler Victor Churchill James Clancy Fred Clarke, Esq Paul Colbert Richard Conway Michael & Carol Cotton Tonia Crown George Czornyj James Daniels Joanne Dejan Vanessa Delgado Michelle Demild Brandon Devens David & Ashley Dineen Michael DiSalvo Michael Donnelly Ryan Donovan Philip Edwards Jack Effron
Steven & Amy Effron Linda Fakhoury John Ferguson and Valeri Thompson John Follansbee Timothy Fuller Steven Furth Mr. John J. Gallery Jr. Kendra Garzione Kim Getgen Christopher Gilbert Marjorie Gonzalez Jordan Goodman Tafari Gordon Jerome Graham Michael Grattini Jacob Greenfield Seth Greenspan Ann and Jeffrey Gross Joseph Hally Jennifer C. Hammond-King Bernard Hayes Christopher Hayes Eleanor Hedin Marie Henshaw John Hicks Kevin Hoffman Katherine Hubbley Brianna Jimenez Judith Johnson Christopher Joy Julia and Sean Kammerer Catherine Kantrowitz Mark Kapfhammer Brian Kelly Joseph Kisch Joseph Koberger Leland Krumenacker Sean Lacy Jennifer Lauria Tom & Enza Lawrence Margaret Lawson Anne Marie Leamy Freya Lee James Letterio Jr., CPA Ron and Julie Linton
Sam Lowe-Durling Tina Ludwig Jolanta Lukaszynska Patrick Mahony Janet Manfredi Shannon Mannese Susan Marchewka Mark Marino George Martin Peter McCaffrey Megan & Brian McKann Mark McLean Robert and Althea Meade Ann Merenda James and Roberta Mulder Margaret Mullins Jana Murray Christopher Murray William & Mary Ann Neiman Glenn Noakes Kenyon Nolcox Kurtis Nordahl Matthew Odell James Orr Stephen & Gail Oscarlece Nicholas Ottaviano Stephanie Palmer Brianna Peak Eric Perfecto Stephen Perkins Michael Pike & Colleen Snavely Nicholas Pinto Chris Plum Ms. Rachel D. Reisman Stacey Renner Josh Renner Rebecca Reynolds Therese Reynolds-Lee Steven C. Roach James Robinson Charles Ropes III Barry & Rita Rothfeld Kimberly R. Ryan R.A. Jill Sammon Carlos Santos, Jr. Mary Sawyer 25
United Way of the Dutchess Orange Region • Annual Report 2023-24
500 Club
Hans Schick Diane Schmitt John Schueren Jacklyn Schultz Joann Schweitzer Mark Sclafani Scott Scott Deidre Sepp Dipti S. Shah Nadine Sheehan Roxanne Shepley Matthew Slifstein Maureen & Mark Logan Chrystal South
James Sucato Jr. Kyle Swee Thomas Tamburri Nicole Tancredi William Thurston Michael Torchia Rebecca Torres Stephen Totten Nancy Trent Harold Turner III Juan Valladares Robert Viebrock Lynda Vincent MaryRose Warcholak
Jonathan Warren Jr. Daemyan Watson Dr. Ann Weeks Tyler West Mark & Mary Ann Williams Jeffrey Wilson Rob Wilson Angela Winiarski Frank Wisnewski Karl & Sherrie Wixtrom Danielle Youmans Kristine Young 20 Anonymous
JOIN THE LEGACY CIRCLE
LEAVE A LASTING LEGACY ~ INVEST IN YOUR COMMUNITY AND YOURSELF WITH UNITED WAY A Gift that Costs You Nothing Today
SHAPE A BRIGHTER FUTURE
United Way of the Dutchess-Orange Region has a long history of improving lives in our community. You can be a vital part of our future by making a legacy gift. Joining the Legacy Circle alllows you to:
• Support the causes you care about
Direct your gift to any of our initiatives, ensuring your passion continues to make a difference.
• Secure your legacy
Leave a lasting impact on our community and create a meaningful inheritance for future Generations.
Here are two impactful ways your dedication can continue for generations: BEQUESTS
The easiest way to make an impact. A simple, flexible and versatile way to ensure we can continue to build a stronger community is through a charitable bequest, a gift in your will or living trust. Add as little as one sentence (often called “bequest language”) saying you want to support United Way. Please feel free to use this sample language, which may be of assistance to you and your advisor: “I hereby give United Way of the Dutchess-Orange Region, a 501(c)(3) charitable Organization (Tax ID: 06-1045698), the following sum of $________ OR ________% of the residue of my estate, OR described property: _________________ to use where the need is greatest OR to be directed toward _______.________” United Way has partnered with FreeWill (www.freewill.com) to offer a free tool that allows users to create a legal will, update their will, or start planning before consulting a lawyer.
BENEFICIARY DESIGNATIONS
Beneficiary designations allow you to transfer assets directly to individuals or organizations like the United Way. Some common examples include life insurance policies, bank and brokerage accounts and retirement accounts including IRAs, 401K/403B accounts and health savings accounts. Contact your retirement plan administrator, insurance company or financial institution for a change-of-beneficiary form or ask how to change beneficiaries online. On the form, list the percentage you would like United Way to receive. By joining our Legacy Society, you’ll be ensuring funding for our programs today and well into the future.
To find out more, contact Jeannie Montano at jmontano@uwdor.org or 845-471-1900, ext. 3101
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United Way of the Dutchess Orange Region • Annual Report 2023-24
Gifts from Foundation and Grants • Ann and Abe Effron Donor Advised Fund of the Community Foundations of the Hudson Valley • Bank of America Charitable Trust • Bill and Candy Davies Family Fund • Cavanaugh Plum Family Fund • Chevron Texaco • Church Communities Foundation • Church Communities NY Inc. • Community Foundations of the Hudson Valley • Corporation for National and Community Service • Dutchess County Government • Dyson Foundation • Edward P Sr and Margaret F Ringwood Memorial Fund • Emergency Food and Shelter National Board Program • Evelyn and John Morrison Charitable Fund at SUNY Orange • Field Hall Foundation • Hickey-Brennan Family Fund • Hunger Solutions New York, Inc. • James and Roberta Mulder Giving Fund • Jeannette F. Schlobach Fund of the Community Foundations of the Hudson Valley • John and Abby Dux Fund • Jon Garlett Charitable Gift Fund • K and L Chan Family Fund • Kohls Corporate • Lazarony Giving Fund • Louis Greenspan Charitable Trust • Michael Pike & Colleen Snavely Giving Fund • NYS Department of Health • NYS Department of Health, Office of Minority Health Disparities • NYS Office of Temporary and Disability Assistance • Rocco & Sharon Cocco Charitable Fund • Sawyer Yu Family Fund • TA Stern Foundation • Thrivent Charitable Impact & Investing • Ulster Savings Charitable Foundation • United Way Worldwide • Vassar College 27
United Way of the Dutchess Orange Region • Annual Report 2023-24
Gifts in Memory and Honor Gifts Given in Honor
Melissa Clark Pamela Dederer Pecorelli Chris and Linda Harden Kevin Kelly Nathan Lawrence-Paine Rebecca Lull Our Grandkids from Lee and Judith Pagones Dutchess County Nursing Department
Gifts Given in Memory
A Good Guy Pumpkin Patrice Abruzzo Andrew Baldwin Family Deborah Baldwin Abe Banner Gerald Becker Mary and Richard W. Booth Louis Breglia Mrs. Louis Breglia Louis Brosang Tony Buccelli Lunch Bunch Linda Caporuscio Arthur and Ada Chartier Rev. Richard Chartier Dawn Christenson Chuck Collins Cotton Family Ronald Creeden Rachel Cusher Vittone Stanley and Mae Dahowski Jerry Delaney Shirley Delaney David Dobbs Pearl Doria Woodin Donald Doria Elizabeth Ann Dorsey Olive Doty Kimberly Doughty Abrams Helen Dunham Roy Dunham Marie English 28
Wayne Ennist Anthony Germinaro Eleanor Germinaro Bob Goewey Lorraine Goewey Bernard Goodman Mike Grega Bea Grega Eric Guggleberger Stanley Hamm Raymond Hawk Helen Hawk Walter & Joyce Hermann Tom Heupler F Hoag Mary Hoag Robert Homko Chris Hunt Thomas Jaques John, Mary, Andy, and Tim Charles Johnson Pam Johnstone Moguet Dolores Kelly Len Kistner Ray Kistner Ken Klick Adam Lee Vince Libretti Rita LIvingston Loved Ones from Rudolph Macak Julia Marcus Curt Martinson Anna Martinson Paul McCue Brian McGrath Anna Moore Ruth Morey Louis Morgenthaler Betsy Mulder Vincent Mullen John Murnin My Parents from Laxman Parashar Edward Nadeau James O’Neill
Our Parents from Lynne Kopac Dominick Palmeri Helen Palmeri Bill Pelzek Jim Petrone Helen Pfeiffer Edward and Alma Poplawski Dennis Powers Marty Quick Jeff Raymond Joseph Resta Melissa Ritchie John Ritchie Ken and Dot Robertson Charles Saylor Shirley Saylor Irma Schwinger DeAngele Bernard Slade James Smith Erin Shanley Michael Sorbera T-Bone Dorothy Traver Alden Traver Richard Travis Sandra Vana Josie Vaughan Emma Whitehead Joan Whiteley Alfred Wing Virginia Wing Trueman Witherwax
United Way of the Dutchess Orange Region • Annual Report 2023-24
Financials Fiscal Year 2023-24 Current Assets Cash and cash equivalents Pooled endowment investments Pledges receivable (net) Grants receivable Other Assets Property and equipment, net of depreciation Operating lease right-of-use assets
$1,662,927 $2,408,233 $288,841 $244,364 $188,585 $269,433 $9,879
TOTAL ASSETS
$5,032,263
Liabilities as of June 2023
Current Liabilities Accounts payable and accrued expenses Donor designations payable Deferred Income Operating Lease Liabilities
$395,195 $60,559 $15,000 $10,117
TOTAL LIABILITIES
$480,871
Without donor restrictions With donor restrictions
$3,242,714 $1,308,678
Net Assets
TOTAL NET ASSETS
$4,551,392
TOTAL LIABILITIES and NET ASSETS
$5,032,263
Program Expenses Fundraising Expenses Administrative Expenses
$2,218,977 $286,403 $157,472
Expenses July 1, 2023 - June 30, 2024
TOTAL EXPENSES
$2,662,852
17%
Program Expenses $1,275,492 - 48%
Fundraising & Administrative Expenses $443,875 - 17% - (Overhead)
48%
35%
Grant Expenses $943,485 - 35%
Total Expenses
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United Way of the Dutchess Orange Region • Annual Report 2023-24
Financials Fiscal Year 2023-24 Operating Revenue, Gains and Other Support Annual Campaign Contributions (including DonorDesignated Amounts) In-Kind Contributions Contract, Grant and Contribution Income Investment Return, Net of Fees Special Events Income ERC Revenue Other Income Endowment Appropriations to Operations Total Operating Revenue, Gains & Other Support Including Donor Designated Amounts Less: Provision for Uncollectible Pledges Less: Donor Designated Amounts
Net Operating Revenue, Gains and other Support Expenses
$956,832 $350,435 $741,693 $120,617 $262,080 $152,425 $7,674 $275,033 $2,866,789 -$55,159 -$126,553
$2,685,077
Community Fund Grants and Program Expenses Community Building Services Management and General Supporting Services Fundraising supporting services
$920,131 $1,139,373 $157,642 $431,696
TOTAL EXPENSES Change in Net Assets from Operations
$2,648,842 $36,235
17%
48%
35%
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