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Governance Register
US nonprofit · EIN 150532074 · Utica, NYiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 150532074) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe tenure.Latest return IRS Form 990 series e-file data - 990 for the year to 30 June 2025: assets, liabilities, staff, website, telephone, pay, grants paid (Schedule I).Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue (us-approach-v4-clean). Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

United Way of the Valley & Greater Utica Area Inc's network

24 people23 organisationsi24 people and 23 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (24). Violet dotted lines (23) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

24 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 22 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Bruce Hairston ChairStrategic Impact Chair2022
4 yrs
Dale Seaton ChairCommunity Engagement Chair2022
4 yrs
Kimberly B Vanduren Chair (also filed as Kim Vanduren, Kimberly Vanduren)Governance Chair2018
8 yrs
Millie Occhionero ChairMarketing & Communication Chair2022
4 yrs
Phyllis Breland ChairAdvocacy Chair2021
5 yrs
Denise CavanaughDirector2024
2 yrs
Edward M Barone III (also filed as Edward M Barone)Director2021
5 yrs
Erin M Bushinger (also filed as Erin Bushinger)Director2018
8 yrs
Frank DilorenzoDirector2018
8 yrs
Hanka GrabovicaDirector2021
5 yrs
Hilarie LynnDirector2023
3 yrs
Jennifer Ajodha-EvansDirector2024
2 yrs
John EckmairDirector2021
5 yrs
Marc ButlerDirector2023
3 yrs
Mark S Lewandrowski (also filed as Mark Lewandrowski)Director2018
8 yrs
Matthew A Nicholl (also filed as Matthew Nicholl)President2018
8 yrs
Melissa MannFirst Vice President, Resource Development Chair2021
5 yrs
Norma ChrismanDirector2022
4 yrs
Patrick Harrington (also filed as Pat Harrington)Director2022
4 yrs
Ross BerntsonDirector2021
5 yrs
Sabrina FrymanTreasurer2018
8 yrs
Tiffany SestirDirector2022
4 yrs
Tyler BrennanDirector2023
3 yrs
William F Perrotti (also filed as William Perrotti)Past President2018
8 yrs
Under 5 years5 to 6 years6 years or moreShow all 24 →

Officers and senior leadership

5 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Andrew ChaneyChief Financial Officer2024
Erin Gutierrez MattExecutive Directorsince 2021
Jaime BonfardiceChief Financial Officer - Left 2/2024since 2021
Matthew CaracasChief Executive Officer/Secretarysince 2023
Susan LiteraCEO/Executive Director, Secretarysince 2023

Pay and hours

year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Susan LiteraCEO/Executive Director, Secretary40$120k$231
Andrew ChaneyChief Financial Officer40$49k
William F PerrottiPast President1$0
Melissa MannFirst Vice President, Resource Development Chair1$0
Hanka GrabovicaDirector1$0
Erin M BushingerDirector1$0
Matthew A NichollPresident1$0
Norma ChrismanDirector1$0
Bruce HairstonStrategic Impact Chair1$0
Patrick HarringtonDirector1$0
Mark S LewandrowskiDirector1$0
Tiffany SestirDirector1$0
Kimberly B VandurenGovernance Chair1$0
Sabrina FrymanTreasurer1$0
Jennifer Ajodha-EvansDirector1$0
Ross BerntsonDirector1$0
John EckmairDirector1$0
Phyllis BrelandAdvocacy Chair1$0
Millie OcchioneroMarketing & Communication1$0
Dale SeatonCommunity Engagement Chair1$0
Tyler BrennanDirector1$0
Hilarie LynnDevelopment Chair1$0
Denise CavanaughDirector1$0
Frank DilorenzoDirector1$0

About

Legal name
United Way of the Valley & Greater Utica Area Inc
EIN
150532074
Address
258 Genesee Street, Utica, NY, 13502-4636
State
New York
Mission
To create a thriving community by connecting people, resources, and solutions throughout the mohawk valley. (as filed on the Form 990)
Activity (NTEE)
T700 Philanthropy, voluntary services and grantmaking
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Philanthropy, Voluntarism & Grantmaking Foundations
Size band
6 (IRS master file code)
Formed
1921
Principal officer
Sarah Macri (as named on the Form 990)
IRS ruling date
1 July 1956
Status
Code 01 (unconditional exemption)
Form 990 filings on record
6, latest 2024
IRS Publication 78
PC (contributions deductible)

Most connected

Longest observed on the filings

≥8years on the filingsKimberly B Vanduren
≥8years on the filingsErin M Bushinger
≥8years on the filingsFrank Dilorenzo
≥8years on the filingsMark S Lewandrowski

Latest return

year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.
Total assets
$2m
Total liabilities
$454k
Net assets or fund balances
$1.5m
Contributions and grants received
$1.5m
Program service revenue
$62k
Grants and similar paid out
$604k
Employees
17
Volunteers
53

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2023$1.7m$2.2mDeficit $498k

As filed on the IRS Form 990. US dollars.

Grants paid

25+ listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.
RecipientPurposeAmount
Jctod Outreach IncFunded partner$81k
Thea Bowman House IncFunded partner$48k
Catholic Charities of Herkimer CountyFunded partner$38k
Afl-CIO - Central New York Labor CouncilFunded partner$30k
James R Cook Labor AgencyFunded partner$30k
Rebuilding the Village IncFunded partner$28k
Elderlife Inc Dba Parkway CenterFunded partner$20k
United Way Suncoast IncFunded partner$19k
People FirstFunded partner$19k
Midtown Utica Community CenterFunded partner$18k
Mohawk Valley Resource Center for RefugeesFunded partner$17k
Central Oneida County Volunteer Ambulance Corps IncFunded partner$17k
Aids Community Resources IncFunded partner$17k
Mohawk Valley Latino AssociationFunded partner$16k
On Point for College IncFunded partner$16k
Salvation Army of UticaFunded partner$16k
Rome Refugee Services IncFunded partner$15k
YMCA of the Mohawk ValleyFunded partner$14k
YMCA of the Greater Tri-ValleyFunded partner$14k
Legal Aid Society of Mid-New York IncFunded partner$13k
Mohawk Valley Community Action Agency IncFunded partner$10k
Empowered Pathways IncFunded partner$10k
Peter Maurin House Inc Dba Hope HouseFunded partner$10k
Hope Chapel A M E Zion ChurchFunded partner$10k
Utica Food Pantry IncFunded partner$9k