irs program accomplishments · form 990 part iii · fy2024
What they reported doing
- #1 primary $1.38MFINANCIAL STABILITY - UWDOR BUILDS SUSTAINABLE FINANCIAL INDEPENDENCE BY STABILIZING FAMILIES DURING SHORT-TERM CRISES AND INCREASING LONG-TERM WEALTH FOR THE 100,000 ALICE AND LOW-INCOME HOUSEHOLDS IN OUR AREA. KEY PROGRAMS PROVIDE COMPREHENSIVE CRISIS SUPPORT INCLUDING SECURING HOUSING ASSISTANCE, UTILITY AND PRESCRIPTION PAYMENTS, TRANSPORTATION, LEGAL AID, AND INDIVIDUALIZED CASE MANAGEMENT. HOUSEHOLDS ARE ALSO EMPOWERED WITH FINANCIAL LITERACY TOOLS, INCLUDING FREE TAX PREPARATION SERVICES TO MAXIMIZE RETURNS AND SAVINGS.
- #2 $327KEDUCATION - UWDOR EMPOWERS YOUTH TO SUCCEED ACADEMICALLY AND PERSONALLY BY INCREASING OPPORTUNITIES FOR POSITIVE DEVELOPMENT AND LITERACY SERVICES, ULTIMATELY ENSURING PARTICIPATING YOUTH ACHIEVE GRADE-LEVEL READING PROFICIENCY AND DEMONSTRATE POSITIVE SOCIAL-EMOTIONAL DEVELOPMENT. KEY SERVICES FOR STUDENTS INCLUDE LITERACY INSTRUCTION, HOMEWORK SUPPORT, SAFE AFTERSCHOOL PROGRAMMING, MENTORSHIP, LEADERSHIP DEVELOPMENT, AND INTEGRATED MENTAL HEALTH SUPPORT AND CASE MANAGEMENT. UWDOR ALSO FOSTERS ECONOMIC MOBILITY BY DRIVING LIFELONG LEARNING AND WORKFORCE DEVELOPMENT FOR ADULTS AND FAMILIES BY PROVIDING COMPREHENSIVE ACCESS TO SERVICES LIKE WORKFORCE TRAINING, PAID INTERNSHIPS, CAREER EXPLORATION, COLLEGE READINESS COACHING, CONFIDENCE-BUILDING TOOLS, STIPENDS, AND PEER LEARNING.
named programs · 4 · from sources
What they call their work
Education
Supports youth academic success and lifelong learning through literacy programs, afterschool mentoring, workforce training, college readiness, and mental health services to ensure grade-level reading proficiency and positive social-emotional development.
Financial Stability
Provides emergency financial assistance and case management to low-income households facing crises, including rental and utility arrears, transportation, and legal aid, while promoting long-term financial literacy and independence.
Health
Ensures access to nutritious food for food-insecure families and children through partnerships with food banks, school-based distributions, and community food pantries across Dutchess and Orange Counties.
Veteran Support
Provides rapid rehousing, legal aid, and essential services to low-income veterans and their families to prevent homelessness and ensure access to public benefits and healthcare.
activities · 8 groups
What they do
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Youth Development Programs 1 activity
- Delivering youth development and workforce readiness programsProvides afterschool programming, literacy instruction, homework support, mentorship, leadership development, and integrated mental health services for youth. Promotes adult economic mobility through workforce training, paid internships (including summer internship opportunities in Resource Development, Community Impact, and Marketing), career exploration, college readiness coaching, stipends, and peer learning.
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Charitable Grantmaking to Specific Causes 1 activity
- Funding community programs in Education, Income, and HealthFunds nonprofit partner organizations through a results-driven grantmaking approach to advance education, financial stability, and health outcomes in Dutchess and Orange counties. In recent years, awarded grants totaling over $500,000 annually for financial stability initiatives and over $130,000 for education-focused programs.
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Volunteer Engagement and Capacity Support 1 activity
- Mobilizing volunteers and community engagementRecruits, manages, and engages volunteers in community service activities, including organizing volunteer events and connecting individuals with service opportunities. In one year, engaged 3,361 individuals in volunteer activities contributing an estimated $1,361,500 in value to the community.
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Community Resource Navigation and Support Services 1 activity
- Operating the 211 Human Service HelplineProvides live, round-the-clock support through the 211 hotline to connect individuals in need with health and human services, including housing assistance, utility payments, transportation, legal aid, and public health programs. In one year, provided access to 211 and related support services to 59,303 individuals.
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Community Event-Based Giving Programs 1 activity
- Organizing seasonal in-kind donation drives and eventsConducts annual campaigns such as the Back to School Supply Drive, Diaper Drive (with a goal of collecting 100,000 diapers), and holiday gift card distributions for children and seniors, particularly supporting domestic violence survivors. Also organizes Days of Sharing and Days of Caring volunteer events.
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Emergency Rental Assistance and Eviction Prevention 1 activity
- Providing crisis intervention and financial stability servicesOffers comprehensive crisis support including housing assistance, utility and prescription payments, transportation, legal aid, and individualized case management to stabilize families during short-term emergencies. Also provides free tax preparation services and financial literacy education to promote long-term financial independence among low-income and ALICE households.
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Children's Book Distribution Programs 1 activity
- Supporting early childhood literacy through book distributionCollaborates with the Dolly Parton Imagination Library to deliver a free book each month to children from birth until they begin kindergarten across Dutchess, Ulster, Orange, and Sullivan counties.
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Uncategorized 1 activity
- Advocating for national health and human services policy changeSuccessfully petitioned the Federal Communications Commission (FCC) to designate 211 as the national health and human services information and referral number, expanding access to critical support systems nationwide.
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financials · form 990 · fy2024
revenue
Total revenue$2.28M
Contributions & grants$1.97M86%
Program service revenue$00%
Investment income$183K8%
Other revenue$130K
expenses
Total expenses$2.46M
Program expenses82%
Admin / overhead7%
Fundraising11%
Salaries & benefits$1.17M
Grants paid out$861K
Largest expense lineCompensation
balance sheet
Total assets$5.09M
Cash$63K
Investments$4.00M
Liabilities$502K
Net assets$4.59M
Liquid reserves19.8 mo
4 years on record · 2020–2024 · YoY revenue -11.2%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 2
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| JEANNIE MONTANO | PRESIDENT & CEO | 40 | $201K |
| SUSAN MANNING | VP FINANCE | 40 | $106K |
board members · 22
- AMY BERGER — BOARD MEMBER
- ARTHUR DEDOMINICIS — BOARD MEMBER
- BARRY ROTHFELD — BOARD MEMBER
- CANDY DAVIES — 2ND VICE CHAIR
- CHRIS GILBERT — BOARD MEMBER
- FRED CLARKE — BOARD MEMBER
- HEATHER BELL — BOARD MEMBER
- JASMIN DAVIS — BOARD MEMBER
- JOHN STROLIGO — BOARD MEMBER
- KEVIN CLEARY — CHAIR
- KIMBERLY PENNINGTON — BOARD MEMBER
- MARK VILLANTI — BOARD MEMBER
- MARTA NEWKIRK — BOARD MEMBER
- MATTHEW CRUZ — BOARD MEMBER
- MICHAEL LESLER — BOARD MEMBER
- MICHAEL MAZZUCA — SECRETARY
- MICHELLE S O'REILLY — BOARD MEMBER
- PHILLIP LEKANIDES — BOARD MEMBER
- SHARON MCGINNIS — BOARD MEMBER
- SUSAN HOWELL — TREASURER
- TIMOTHY EISENTRAUT — 1ST VICE CHAIR
- TIMOTHY KANE — BOARD MEMBER
relationships · 43
Who they work with
- ALICE Partner — Collaborates with ALICE initiative to serve low-income and asset-limited households
- Alliance of Information and Referral Systems Partner — Collaborated with United Way and other partners to petition the FCC for the designation of 211 as the national health and human services hotline.
- Better Business Bureau Government — Accredited by the Better Business Bureau
- Boys and Girls Club of Newburgh, Inc. Partner — Funded partner providing youth workforce development and college readiness programs.
- Catholic Charities Community Services of Dutchess County Partner — Funded partner offering rental and utility assistance and financial crisis intervention.
- Catholic Charities Community Services of Orange, Sullivan & Ulster Partner — Funded partner providing financial stability services including rental and utility assistance.
- Common Ground Farm (CGF) Partner — Funded partner distributing fresh groceries to students and families through school-based food access programs.
- Community Action Partnership for Dutchess County Partner — Funded partner offering economic independence programs for women and crisis intervention services.
- Cornell Cooperative Extension Dutchess County Partner — Funded partner operating youth vocational training and workforce development programs.
- CultureConnect Partner — Funded partner delivering academic enrichment for English as a New Language students.
- Dolly Parton Imagination Library Partner — Collaborates with United Way of Dutchess-Orange Region to deliver free books to children from birth to kindergarten entry.
- Dutchess Outreach, Inc. Partner — Funded partner operating emergency assistance programs for families in financial crisis.
- Family Services Partner — Funded partner providing behavioral health services for youth experiencing trauma.
- Fearless Partner — Partner agency receiving support from United Way of the Dutchess-Orange Region through gift cards and diaper donations for domestic violence and human trafficking survivors.
- Fearless! Hudson Valley Partner — Funded partner supporting survivors of abuse with emergency financial awards.
- Fidelity Charitable Partner — Partner organization through which donors can recommend grants to United Way of the Dutchess-Orange Region via donor-advised funds.
- Food Bank of the Hudson Valley Partner — Funded partner supplying nutritious food to local agencies serving low-income residents.
- Food For Kids Partner — Funded partner providing weekend and holiday food provisions for students in the Washingtonville school district.
- Grace Smith House, Inc. Partner — Funded partner providing financial assistance and support services to domestic violence survivors.
- Hudson River Housing, Inc. Partner — Funded partner offering emergency shelter for homeless youth and housing navigation services.
- Hudson Valley Region's 211 Partner — Partner organization operating the 211 hotline, which provides access to support services including Ride United, discount prescription cards, and public health programs.
- Independent Sector Partner — Uses data from Independent Sector to estimate the economic value of volunteer hours.
- Jewish Family Services Partner — Funded partner offering one-time financial assistance for rent, utilities, and security deposits.
- Land to Learn Partner — Funded partner implementing garden-based nutrition and science education for elementary students.
- Legal Services of the Hudson Valley Partner — Funded partner providing legal assistance for public benefits access and consumer law cases.
- Literacy Connections of the Hudson Valley Partner — Funded partner operating volunteer reading programs to improve literacy for struggling readers.
- Merrill Lynch Government — Financial institution used for processing stock donations to United Way of the Dutchess-Orange Region.
- Michelle Nepton Partner — Senior Donor Development Director at United Way of the Dutchess-Orange Region, responsible for corporate partnership development.
- NAMI Mid-Hudson Partner — Funded partner delivering mental health awareness presentations in schools.
- NFL Partner — Partnership established in 1973 to increase public awareness of social service issues through public service announcements and engagement of NFL players and staff with local United Ways.
+ 13 more
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.
- Collective Impact Modelmethodology: collective-impactBy aligning organizations, nonprofits, government, and community leaders around shared priorities and coordinated action, systemic change in education, income, and health is achieved more effectively than through isolated efforts, because collaboration enables resource sharing, communication, and scalable solutions.
- Compassionate Navigation via 211 Helplinemethodology: compassionate navigationBy providing live, personalized support through a 211 helpline, individuals are more likely to access needed services and build resilience because human-centered navigation reduces barriers and increases trust in systems.
- Early Literacy Through Book Distributionmethodology: early-literacy-through-book-distributionBy delivering free books monthly to children from birth to kindergarten entry, early literacy development is promoted because consistent exposure to books at home builds foundational reading skills and fosters a culture of learning before formal schooling.
- Education-Income-Health Interdependence Frameworkmethodology: education-income-health frameworkBy focusing on improving outcomes in education, income, and health together—rather than in isolation—communities achieve greater well-being because these domains are mutually reinforcing and foundational to long-term stability and opportunity.