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UNITED WAY OF WESTCHESTER AND PUTNAM INC

WHITE PLAINS, NY · EIN 131997636 · Form 990 · FY2023 · NTEE P20 · Human Services · Large ($10M-$50M) · uwwp.org
revenue
$10.2M
expenses
$10.0M
net assets
$4.1M
employees
38
volunteers
2,400
program ratio
90%
mission · from form 990

UNITED WAY OF WESTCHESTER AND PUTNAM WORKS TO CREATE A MORE EQUITABLE COMMUNITY BY ADVANCING EDUCATION, FINANCIAL STABILITY, AND HEALTH INITIATIVES.

profile · synthesized from sources

United Way of Westchester and Putnham operates a 24/7 multilingual 211 helpline that connects individuals to health, education, and human services across 12 counties in New York State. The organization also runs financial stability programs like ALICE $ense, which provides tools and resources for budgeting, saving, and debt management, and supports after-school academic enrichment for children in underserved communities. It serves as a central information and referral hub during emergencies and everyday challenges.

irs program accomplishments · form 990 part iii · fy2023

What they reported doing

  1. #1 primary $1.28M
    DURING THE 23-24 FISCAL YEAR, UNITED WAY'S 211 HELPLINE WAS A VITAL RESOURCE FOR FAMILIES AND INDIVIDUALS IN NEED OF FINANCIAL ASSISTANCE. UNITED WAY'S 211 HELPLINE AND ONLINE REFERRAL DATABASE OFFERS FREE INFORMATION, REFERRAL, ASSESSMENT, AND CRISIS SUPPORT TO HELP PEOPLE ACCESS THE EDUCATION, HEALTH, AND HUMAN SERVICES THEY NEED TO ADDRESS EVERYDAY CHALLENGES. UW'S 211 HAS ALSO BEEN WORKING WITH LOCAL SOCIAL SERVICE DEPARTMENTS TO PROVIDE REFERRALS AND RESOURCES TO RESIDENTS. THESE RELATIONSHIPS HAVE BEEN VITAL TO SOLVING VERY COMPLICATED SOCIAL SERVICE NEEDS. 211 IS A CONFIDENTIAL, MULTILINGUAL, AND COMPREHENSIVE SERVICE WITH A DATABASE OF MORE THAN 25,000 SERVICES AND PROGRAMS THAT ARE UPDATED THROUGHOUT THE YEAR. TRAINED CALL SPECIALISTS ARE AVAILABLE 24/7, 365 DAYS A WEEK THROUGH UW'S 211 AND CAN ASSIST CALLERS IN 200+ LANGUAGES (THROUGH TRANSPERFECT) AS WELL AS THE HEARING-IMPAIRED. UNITED WAY'S 211 HELPLINE IS AN INFORM USA ACCREDITED AND CERTIFIED CALL CENTER, AND THE 211 HELPLINE MAINTAINS A RESOURCE DATABASE COMPRISED OF 3,360 AGENCIES AND 20,218 SERVICES. THIS DATABASE IS ORGANIZED ACCORDING TO THE INFORM USA DESIGNATED PROBLEMS AND NEEDS CATEGORIES AND INCLUDES RESOURCE LISTINGS FOR SERVICES THAT RANGE FROM CHILDCARE TO FOOD PANTRIES; SHELTERS TO SPECIALIZED SERVICES FOR VETERANS AND MILITARY FAMILIES; AND MENTAL HEALTH TO TRANSPORTATION. THE DATABASE IS ALSO AVAILABLE ONLINE AT WWW.211HUDSONVALLEY.ORG AND SINCE 2019, TEXTING CAPABILITIES ARE AVAILABLE FROM 9 A.M. TO 5 P.M., MONDAY FRIDAY. TEXTING OFFERS OPTIONS FOR THOSE LESS LIKELY TO WANT TO MAKE A PHONE CALL AND IS PARTICULARLY HELPFUL IN SENDING OUTGOING MESSAGES TO CONFIRM TAX APPOINTMENTS; PROVIDE VACCINATION INFORMATION; REGISTER INDIVIDUALS FOR MEAL DELIVERY PROGRAMS; AND SO MUCH MORE. THE CALL CENTER, RUN BY UNITED WAY AND LOCATED IN WHITE PLAINS, NY, MANAGED OVER 695,759 INTERACTIONS DURING 23-24 FROM TWELVE COUNTIES IN NEW YORK STATE IN WHICH ALMOST 19,000 CALLS WERE TAX RELATED. 211 HUDSON VALLEY REGION AND 211 LONG ISLAND REGION WHICH RESULTED IN REFUNDS AND CREDITS OF OVER $45 MILLION TO RESIDENTS OF FOUR COUNTIES IN THE HUDSON VALLEY. 211 HUDSON VALLEY REGION AND 211 LONG ISLAND REGION OPERATE AS PROGRAMS OF THE UNITED WAY AND ARE UNDERWRITTEN BY LOCAL UNITED WAYS, GOVERNMENT AGENCIES, AND CORPORATE FOUNDATIONS. 211 HUDSON VALLEY AND 211 LONG ISLAND ESTABLISHED AND MAINTAINED RELATIONSHIPS WITH KEY LOCAL STAKEHOLDERS TO EXPAND THE USE OF 211 IN ADDRESSING CRITICAL HUMAN SERVICE AND CRISIS NEEDS. UNITED WAY RUNS THE 211 HELPLINE FOR THE HUDSON VALLEY REGION, WHICH INCLUDES DUTCHESS, ORANGE, PUTNAM, ROCKLAND, SULLIVAN, ULSTER, AND WESTCHESTER COUNTIES. IT ALSO RUNS THE 211 HELPLINE FOR THE LONG ISLAND REGION, WHICH INCLUDES NASSAU AND SUFFOLK COUNTIES. IN ADDITION, UNITED WAY CONTRACTED WITH THE UNITED WAY'S IN THE ADIRONDACK REGION TO PROVIDE CALL CENTER SERVICES IN SUPPORT OF THEIR 211 EFFORTS. FUNDING SOURCES FOR 211 INCLUDE CONTRACTS & FEES FOR SERVICES FROM THE UNITED WAYS LOCATED IN THE HUDSON VALLEY (INCLUDING UWWP) AND GRANTS/CONTRACTS WITH LOCAL AND STATE GOVERNMENTAL ENTITIES.
  2. #2 $791K
    UWWP ADDED TWO SITES TO ITS EDUCATION UNITED AFTER-SCHOOL ACADEMIC AND ENRICHMENT PROGRAM DURING THE 23-24 FISCAL YEAR. IN ADDITION TO OUR EXISTING SITE AT BROOKSIDE ELEMENTARY SCHOOL IN OSSINING, THE PROGRAM EXPANDED TO HIGHVIEW ELEMENTARY SCHOOL IN HARTSDALE AND W.L. MORSE ELEMENTARY SCHOOL IN SLEEPY HOLLOW. THE PROGRAM WAS DESIGNED TO PROVIDE ALL CHILDREN WITH A SAFE AND SUPPORTIVE ENVIRONMENT TO LEARN, GROW, AND HAVE FUN AFTER SCHOOL HOURS. THE FREE PROGRAM OFFERS A RANGE OF ACTIVITIES TO SUPPORT ACADEMIC ACHIEVEMENT, INCLUDING HOMEWORK HELP, ARTS AND CRAFTS, FITNESS AND WELLNESS ACTIVITIES, SOCIAL-EMOTIONAL LEARNING ACTIVITIES, STEM ACTIVITIES, AND MORE IN BOTH ENGLISH AND SPANISH. THERE IS ALSO A RANGE OF SERVICES FOR PARENTS OF THE PROGRAM PARTICIPANTS, INCLUDING FREE LYFT TRANSPORTATION, WORK READINESS AND CAREER AWARENESS, AND ACCESS TO UNITED WAY'S ESSENTIAL GOODS DISTRIBUTION. IN ADDITION, PARENTS DO NOT NEED TO WORRY ABOUT AFTER-SCHOOL CARE OR SNACKS WHILE THEIR CHILDREN ARE IN THE PROGRAM, WHICH HELPS TO REDUCE THOSE COSTS FOR FAMILIES. IT IS FUNDED THROUGH THE 21ST CENTURY COMMUNITY LEARNING CENTERS PROGRAM, WHICH AWARDED UWWP A 5-YEAR GRANT, TO CREATE, IMPLEMENT, AND SUSTAIN THE PROGRAM.EDUCATION UNITED'S MAIN GOALS, MEASURED BY PERFORMANCE INDICATORS, ARE TO PROVIDE SERVICES AND PROGRAMMING THAT IMPROVE BOTH ACADEMIC AND SOCIAL-EMOTIONAL OUTCOMES FOR STUDENTS, SUPPORT THE FAMILIES OF THESE STUDENTS, AND FOSTER INCREASED COMMUNITY INVOLVEMENT AMONG KEY STAKEHOLDERS. AN INDEPENDENT EVALUATION FOUND THAT DURING THE 23-24 SCHOOL YEAR, THE PROGRAM HAD 423 STUDENTS ENROLLED WITH 94% OR 397 STUDENTS ACCRUING 15+ HOURS OF ATTENDANCE. ADDITIONALLY, THOSE STUDENTS HAD A 69% INCREASE IN ATTENDANCE FROM 2023-2024 DITIONALLY, 92% OF STUDENTS WHO WERE PREVIOUSLY CHRONICALLY ABSENT WERE NO LONGER IN THE SITUATION IN 23-24. FINALLY, THE SCHOOLTEACHERS RECOGNIZED A 71% INCREASE IN CLASSROOM ENGAGEMENT AMONG THE EDUCATION UNITED PROGRAM STUDENTS FROM PRIOR TO THEIR PARTICIPATION IN THE PROGRAM. THE EVALUATION ALSO FOUND A HIGH LEVEL OF PARENT SATISFACTION WITH PROGRAM SERVICES AND OPERATIONS.
named programs · 3 · from sources

What they call their work

211 Hudson Valley Helpline
24/7 multilingual call center offering free information, referral, assessment, and crisis support to help people access education, health, and human services. Manages over 695,000 interactions annually and maintains a database of over 25,000 services. Available by phone, text, and online.
ALICE $ense
Financial stability program providing free online tools and resources for budgeting, saving, debt management, tax filing, and financial literacy. Includes partnerships with platforms like Best Money Moves, Savi, and SingleCare to support low-to-moderate income households.
Education United After-School Academic and Enrichment Program
Free after-school program offering homework help, STEM activities, arts and crafts, fitness, and social-emotional learning for elementary school children in Ossining, Hartsdale, and Sleepy Hollow. Conducted in both English and Spanish.
activities · 11 groups

What they do

  • General Operating Support Grants 1 activity
    • Administering grants to nonprofit partners
      Funds community initiatives by administering grants to local nonprofit organizations. Awarded nearly $600,000 in grants to 79 nonprofit partners during the 2024–2025 period.
  • Civil Rights Advocacy & Litigation 1 activity
    • Advocating for systemic change through community task forces
      Participates in over 70 community-wide task forces and committees focused on addressing systemic issues such as poverty, homelessness prevention, and disaster response to drive policy and structural change.
  • Nonprofit Sector Research & Data Analysis 1 activity
    • Conducting community needs research and reporting
      Conducts or participates in research to assess local socioeconomic conditions and trends, including the 2025 NYS ALICE Report and other annual surveys to inform community action and resource allocation.
  • Diaper and Baby Supply Distribution 1 activity
    • Distributing essential goods through the Essential Goods for Basic Needs (EGBN) program
      Collects, sorts, and distributes donated goods—including clothing, personal care items, school supplies, toys, diapers, and bedding—to local nonprofits and individuals in need. Distributed over $5.7 million in essential goods annually, supported by volunteer-led drives and sorting activities.
  • Food Distribution and Hunger Relief 1 activity
    • Home food delivery through Ride United Last Mile and other programs
      Distributes nutritious, fresh food via home delivery to food-insecure households, delivering over 410,000 pounds of fresh produce through 34,000 deliveries. Schedules between 875 and 1,200 deliveries per week, providing bi-weekly parcels that include food, basic needs items, educational resources, and 211 referrals.
  • Nonprofit Capacity Building Services 1 activity
    • Hosting the Nonprofit Leadership Summit for capacity building
      Organizes an annual capacity-building event for the nonprofit sector—the Nonprofit Leadership Summit—which hosts over 500 in-person attendees from local nonprofit organizations to strengthen leadership and organizational effectiveness.
  • Financial Literacy Education Programs 1 activity
    • Providing digital tools and resources for financial literacy
      Offers free access to financial literacy tools including the Best Money Moves budgeting platform, downloadable budgeting guides, and the Cell-Ed mobile learning app via access codes. Also provides online estate planning services through a partner platform.
  • After-School Academic and Enrichment Programs 1 activity
    • Running the Education United afterschool academic and enrichment program
      Provides free afterschool programming focused on academic support and enrichment for children in Westchester County. Expanded to multiple elementary schools, serving 423 students in the 2023–2024 school year with high attendance rates; participants showed a 69% increase in school attendance and a 71% rise in classroom engagement.
  • Back-to-School Supply Distribution 1 activity
    • Running the Summer Backpack Program for at-risk children
      Organizes annual backpack drives and volunteer events to distribute backpacks filled with school supplies to children in need. Distributes 5,000 backpacks annually through the Summer Backpack Program.
  • Children's Book Distribution Programs 1 activity
    • Supporting early childhood literacy through book distribution
      Distributes books to young children to promote early literacy, including through the United2Read program and partnership with Dolly Parton’s Imagination Library. Distributed over 15,000 books annually.
  • Uncategorized 1 activity
    • Operating the 211 Helpline for information and referral services
      Provides a free, confidential 2-1-1 Helpline offering year-round, 24/7 information and referral services to residents in need across the lower Hudson Valley. Managed over 695,759 interactions during the 2023–2024 fiscal year across twelve New York counties, including nearly 19,000 tax-related calls.
financials · form 990 · fy2023
revenue
Total revenue$10.16M
Contributions & grants$9.53M94%
Program service revenue$628K6%
Investment income$81K1%
Other revenue$-72K
expenses
Total expenses$10.01M
Program expenses90%
Admin / overhead5%
Fundraising5%
Salaries & benefits$2.31M
Grants paid out$6.97M
Largest expense lineCompensation
balance sheet
Total assets$5.60M
Cash$1.44M
Investments$2.68M
Liabilities$1.52M
Net assets$4.08M
Liquid reserves5.0 mo
5 years on record · 2019–2023 · YoY revenue +4.8%
leadership · form 990 part vii · fy2023

Who runs it

paid leadership · 2
NameTitleHours/wkCompensation
THOMAS GABRIEL PRESIDENT & CEO 50 $221K
RICHARD MOORE CHIEF FINANCIAL OFFICER 50 $124K
board members · 23
  • ALEIDA M FREDERICO SECRETARY AND — VICE CHAIR FOR PEOPLE, CULTURE, & COMMUNITY
  • AMANDA MICHAEL ESQ — DIRECTOR
  • BERNADETTE SCHOPFER CPA — VICE CHAIR OF RESOURCE DEVELOPMENT
  • BERNARD THOMBS — DIRECTOR
  • BO ZHANG — DIRECTOR
  • CARMELO ALVARADO — DIRECTOR
  • CHRISTINA ARMENTANO — VICE CHAIR FOR NOMINATING
  • ELLEN BLOOM — DIRECTOR
  • JOHN M FLANNERY ESQ — DIRECTOR
  • JONATHON M COCCHIOLA CPA — DIRECTOR
  • JOSHUA KIMERLING ESQ — VICE CHAIR OF COMMUNITY IMPACT & COMMUNICATIONS
  • KEVIN KUBICKI — DIRECTOR
  • LAURA C PICONE — DIRECTOR
  • LEROY FRAZER ESQ — DIRECTOR
  • LESLIE LAMPERT — DIRECTOR
  • MARC P BAIOCCO — DIRECTOR
  • MARIA TRUSA — DIRECTOR
  • MARJ CIUCCI — VICE CHAIR OF ADMINISTRATION
  • MATTHEW SAIDMAN — DIRECTOR
  • MEGAN M HURLEY ESQ — DIRECTOR
  • MICHELLE A NICHOLAS — VICE CHAIR FOR PEOPLE, CULTURE, & COMMUNITY
  • NAJLA HUSSEINI — VICE CHAIR OF COMMUNITY IMPACT & COMMUNICATIONS
  • NINA M PATTON — DIRECTOR
relationships · 25

Who they work with

  • African-American Men of Westchester Partner — Partners to provide college scholarships funded by UWWP.
  • Alliance of Information and Referral Systems (AIRS) Network — United Way's 211 helpline is an accredited member of AIRS, adhering to professional standards for community information and referral services.
  • Best Money Moves Partner — Partners with Best Money Moves to offer budgeting tools and financial education resources.
  • Boys & Girls Club of Mount Vernon Partner — Collaborates on the Feeding United Home Delivery Program.
  • Cell-Ed Partner — Partner organization providing a mobile learning platform for financial literacy, language skills, and digital literacy through the ALICE $ense program.
  • Cell-Ed Partner — Partners with Cell-Ed to provide mobile-based instruction in financial literacy, language skills, and digital literacy.
  • Charity Navigator Network — Rated on Charity Navigator for public accountability and financial health.
  • Dolly Parton's Imagination Library Partner — Collaborates to distribute books through the United2Read Early Childhood Literacy Program.
  • DoorDash Partner — Collaborates with DoorDash on the Ride United Last Mile Delivery Program.
  • DoorDash Partner — Collaborates with DoorDash to power last-mile food deliveries to food-insecure households.
  • Essential Goods for Basic Needs Program Network — Member organizations may only redistribute donations to other EGBN Program members.
  • Feeding Westchester Partner — Collaborates on the Feeding United Home Delivery Program.
  • FreeWill Partner — Partners with FreeWill to offer free online estate planning services.
  • Language Line Partner — Previously provided language interpretation services for United Way's 211 helpline to support multilingual access.
  • Mount Vernon Public Library Partner — Collaborates on the Feeding United Home Delivery Program.
  • Ossining School District Partner — Collaborates on the Feeding United Home Delivery Program.
  • Peekskill School District Partner — Collaborates on the Feeding United Home Delivery Program.
  • Putnam County Government Government — Designated United Way's 211 helpline as the official point of public information during the COVID-19 public health crisis and activated it through Emergency Management to serve as the county’s helpline.
  • Savi Partner — Partners with Savi to connect individuals to student loan repayment and forgiveness programs.
  • SingleCare Partner — Partners with SingleCare to provide prescription discount services to community members.
  • SingleCare Partner — Partnership to provide discounts on prescription drugs.
  • TransPerfect Partner — Provides language interpretation services enabling United Way's 211 helpline to assist callers in over 200 languages.
  • United Way of Westchester and Putnam Network — Member of the United Way global network
  • WMCH Partner — Recognized as a past corporate volunteer group that participated in United Way of Westchester and Putnam's volunteer programs.
  • Westchester County Government Government — Designated United Way's 211 helpline as the official point of public information during the COVID-19 public health crisis and activated it through Emergency Management to serve as the county’s helpline.
strategies · 4

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.

  • Centralized Access and Information Referral System
    methodology: centralized_information_and_referral
    By operating a centralized 211 helpline and database, the organization connects individuals efficiently to essential services because a coordinated, multilingual access point reduces fragmentation and increases reach among vulnerable populations.
  • Collective Impact through Cross-Sector Collaboration
    methodology: collective_impact
    By mobilizing strategic partnerships and fostering collaborations with community stakeholders, the organization advances systemic change in education, financial stability, and health because cross-sector alignment enables more effective and equitable solutions to complex social problems.
  • Three-Pillar Community Equity Model
    methodology: three_pillar_approach
    By focusing on integrated improvements in income, education, and health — particularly for ALICE households — the organization creates pathways out of poverty because addressing these interconnected domains simultaneously produces compounding benefits for family and community well-being.
  • Wraparound Family Support Programming
    methodology: wraparound_family_support
    By combining after-school academic and social-emotional support for students with direct services for parents — such as transportation, career readiness, and access to essentials — the organization increases engagement and outcomes because supporting the whole family removes structural barriers to success.