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  5. UNITED WAY OF NEW YORK STATE

UNITED WAY OF NEW YORK STATE

Company Details

Name: UNITED WAY OF NEW YORK STATE
Jurisdiction: New York
Legal type: DOMESTIC NOT-FOR-PROFIT CORPORATION
Status: Active
Date of registration: 11 Jun 1986 (39 years ago)
Entity Number: 1089587
ZIP code: 12110
County: Albany
Place of Formation: New York
Address: 2ND FLOOR, 800 TROY-SCHENECTADY ROAD, LATHAM, NY, United States, 12110

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
ZVLBSB1QDHZ9 2025-04-10 800 TROY SCHENECTADY RD, LATHAM, NY, 12110, 2424, USA 800 TROY SCHENECTADY RD, LATHAM, NY, 12110, 2424, USA

Business Information
URL www.uwnys.org
Congressional District 20
State/Country of Incorporation NY, USA
Activation Date 2024-04-12
Initial Registration Date 2023-04-24
Entity Start Date 1986-04-16
Fiscal Year End Close Date Dec 31

Points of Contacts
Electronic Business
Title PRIMARY POC
Name HUGH PARRY
Address 800 TROY SCHENECTADY ROAD, LATHAM, NY, 12110, USA
Title ALTERNATE POC
Name KELLY DODD
Address 800 TROY SCHENECTADY ROAD, LATHAM, NY, 12110, USA
Government Business
Title PRIMARY POC
Name HUGH PARRY
Address 800 TROY SCHENECTADY ROAD, LATHAM, NY, 12110, USA
Title ALTERNATE POC
Name KELLY DODD
Address 800 TROY SCHENECTADY ROAD, LATHAM, NY, 12110, USA
Past Performance Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
UNITED WAY OF NEW YORK STATE 401(K) PLAN 2014 141705108 2015-06-19 UNITED WAY OF NEW YORK STATE 3
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2012-01-01
Business code 813000
Sponsor’s telephone number 5186086456
Plan sponsor’s address 800 TROY-SCHNECTADY ROAD, 2ND FLOOR, LATHAM, NY, 121102424

Signature of
Role Plan administrator
Date 2015-06-19
Name of individual signing REGINALD B. FOSTER
Role Employer/plan sponsor
Date 2015-06-19
Name of individual signing REGINALD B. FOSTER
UNITED WAY OF NEW YORK STATE 401(K) PLAN 2013 141705108 2014-03-24 UNITED WAY OF NEW YORK STATE 3
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2012-01-01
Business code 813000
Sponsor’s telephone number 5186086456
Plan sponsor’s address 800 TROY-SCHNECTADY ROAD, 2ND FLOOR, LATHAM, NY, 121102424

Signature of
Role Plan administrator
Date 2014-03-24
Name of individual signing REGINALD B. FOSTER
Role Employer/plan sponsor
Date 2014-03-24
Name of individual signing REGINALD B. FOSTER
TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF NEW YORK STATE 2012 141705108 2013-06-28 UNITED WAY OF NEW YORK STATE 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-01-01
Business code 813000
Plan sponsor’s address 800 TROY-SCHENECTADY ROAD, FL 2, LATHAM, NY, 12110

Plan administrator’s name and address
Administrator’s EIN 141705108
Plan administrator’s name UNITED WAY OF NEW YORK STATE
Plan administrator’s address 800 TROY-SCHENECTADY ROAD, FL 2, LATHAM, NY, 12110
Administrator’s telephone number 5186086456

Signature of
Role Plan administrator
Date 2013-06-28
Name of individual signing SUSAN HAGER
Role Employer/plan sponsor
Date 2013-06-28
Name of individual signing SUSAN HAGER
UNITED WAY OF NEW YORK STATE 401(K) PLAN 2012 141705108 2013-03-22 UNITED WAY OF NEW YORK STATE 3
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2012-01-01
Business code 813000
Sponsor’s telephone number 5186086456
Plan sponsor’s address 800 TROY-SCHNECTADY ROAD, 2ND FLOOR, LATHAM, NY, 121102424

Signature of
Role Plan administrator
Date 2013-03-22
Name of individual signing SUSAN K. HAGER
Role Employer/plan sponsor
Date 2013-03-22
Name of individual signing SUSAN K. HAGER
TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF NEW YORK STATE 2011 141705108 2012-07-30 UNITED WAY OF NEW YORK STATE 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-01-01
Business code 813000
Plan sponsor’s address 800 TROY-SCHENECTADY ROAD, FL 2, LATHAM, NY, 12110

Plan administrator’s name and address
Administrator’s EIN 141705108
Plan administrator’s name UNITED WAY OF NEW YORK STATE
Plan administrator’s address 800 TROY-SCHENECTADY ROAD, FL 2, LATHAM, NY, 12110

Signature of
Role Plan administrator
Date 2012-07-30
Name of individual signing SUSAN HAGER
TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF NEW YORK STATE 2010 141705108 2011-06-22 UNITED WAY OF NEW YORK STATE 0
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1995-01-01
Business code 813000
Sponsor’s telephone number 5186086456
Plan sponsor’s address 800 TROY SCHENECTADY RD FL 2, LATHAM, NY, 12110

Plan administrator’s name and address
Administrator’s EIN 141705108
Plan administrator’s name UNITED WAY OF NEW YORK STATE
Plan administrator’s address 800 TROY SCHENECTADY RD FL 2, LATHAM, NY, 12110
Administrator’s telephone number 5186086456

Signature of
Role Plan administrator
Date 2011-06-22
Name of individual signing SUSAN K. HAGER
Role Employer/plan sponsor
Date 2011-06-22
Name of individual signing SUSAN K. HAGER
TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF NEW YORK STATE 2009 141705108 2010-09-30 UNITED WAY OF NEW YORK STATE 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 813000
Sponsor’s telephone number 5184632522
Plan sponsor’s address 155 WASHINGTON AVE, ALBANY, NY, 12210

Plan administrator’s name and address
Administrator’s EIN 141705108
Plan administrator’s name UNITED WAY OF NEW YORK STATE
Plan administrator’s address 155 WASHINGTON AVE, ALBANY, NY, 12210
Administrator’s telephone number 5184632522

Signature of
Role Plan administrator
Date 2010-09-30
Name of individual signing SUSAN HAGER
Role Employer/plan sponsor
Date 2010-09-30
Name of individual signing SUSAN HAGER

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 2ND FLOOR, 800 TROY-SCHENECTADY ROAD, LATHAM, NY, United States, 12110

History

Start date End date Type Value
1991-07-08 2011-01-14 Address 155 WASHINGTON AVENUE, ALBANY, NY, 12210, USA (Type of address: Service of Process)
1986-06-11 1991-07-08 Address 119 WASHINGTON AVE., ALBANY, NY, 12210, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
110114000969 2011-01-14 CERTIFICATE OF CHANGE 2011-01-14
910708000038 1991-07-08 CERTIFICATE OF AMENDMENT 1991-07-08
B368725-5 1986-06-11 CERTIFICATE OF INCORPORATION 1986-06-11

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
14-1705108 Corporation Unconditional Exemption 800 TROY SCHENECTADY RD, LATHAM, NY, 12110-2424 1991-12
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes 509(a)(2)
Tax Period 2023-12
Asset 100,000 to 499,999
Income 100,000 to 499,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 487675
Income Amount 481436
Form 990 Revenue Amount 481436
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data
Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)
Organization Name UNITED WAY OF NEW YORK STATE
EIN 14-1705108
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF NEW YORK STATE
EIN 14-1705108
Tax Period 202012
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF NEW YORK STATE
EIN 14-1705108
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF NEW YORK STATE
EIN 14-1705108
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF NEW YORK STATE
EIN 14-1705108
Tax Period 201612
Filing Type P
Return Type 990
File View File
Organization Name UNITED WAY OF NEW YORK STATE
EIN 14-1705108
Tax Period 201512
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1074517100 2020-04-09 0248 PPP 800 Troy Schenectady, LATHAM, NY, 12110-2424
Loan Status Date 2020-12-10
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 49650.2
Loan Approval Amount (current) 49650.2
Undisbursed Amount 0
Franchise Name -
Lender Location ID 101888
Servicing Lender Name Broadview Federal Credit Union
Servicing Lender Address 575 Broadway, ALBANY, NY, 12207-2921
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LATHAM, ALBANY, NY, 12110-2424
Project Congressional District NY-20
Number of Employees 4
NAICS code 624190
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 101888
Originating Lender Name Broadview Federal Credit Union
Originating Lender Address ALBANY, NY
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 49932.93
Forgiveness Paid Date 2020-11-05

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Date of last update: 27 Feb 2025

Sources: New York Secretary of State

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