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JACKSON COUNTY UNITED WAY INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JACKSON COUNTY UNITED WAY INC (EIN 35-1068832)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-09-25
IRS object ID
202422699349300027
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-09-25T10:54:16-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351178661PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLUE & CO LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1813 WEST SECOND STREETAddressLine1Txt
CitySEYMOURCityNm
State AbbreviationINStateAbbreviationCd
ZIP47274ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN351068832EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JACKSON COUNTY UNITED WAY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJACKBusinessNameControlTxt
Phone8125225450PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 94AddressLine1Txt
CitySEYMOURCityNm
State AbbreviationINStateAbbreviationCd
ZIP472740094ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMACI BAURLEPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone8125225450PhoneNum
Signature2024-09-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKANDY L WISCHMEIER CPAPreparerPersonNm
PTINP00118327PTIN
Phone8125228416PhoneNum
Preparation2024-09-23PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMACI BAURLEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 94AddressLine1Txt
CitySEYMOURCityNm
State AbbreviationINStateAbbreviationCd
ZIP472740094ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$874,350GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JACSY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1962FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionTO ASSESS NEEDS, SECURE RESOURCES AND STRATEGICALLY INVEST RESOURCES TO CREATE LASTING CHANGE IN JACKSON COUNTY, IN.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers800TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$792,608PYContributionsGrantsAmt
CY Contributions Grants$868,710CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,980PYInvestmentIncomeAmt
CY Investment Income$5,640CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$794,588PYTotalRevenueAmt
CY Total Revenue$874,350CYTotalRevenueAmt
PY Grants And Similar Paid$445,488PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$330,588CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$295,912PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$267,707CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$129,988CYTotalFundraisingExpenseAmt
PY Other Expenses$188,344PYOtherExpensesAmt
CY Other Expenses$162,892CYOtherExpensesAmt
PY Total Expenses$929,744PYTotalExpensesAmt
CY Total Expenses$761,187CYTotalExpensesAmt
PY Revenues Less Expenses-$135,156PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$113,163CYRevenuesLessExpensesAmt
Total Assets BOY$1,309,616TotalAssetsBOYAmt
Total Assets EOY$1,298,085TotalAssetsEOYAmt
Total Liabilities BOY$296,210TotalLiabilitiesBOYAmt
Total Liabilities EOY$170,500TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,013,406NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,127,585NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionJACKSON COUNTY UNITED WAY ASSESSES NEEDS, SECURES RESOURCES AND STRATEGICALLY INVESTS THOSE RESOURCES TO CREATE LASTING, MEASURABLE CHANGE IN THE AREAS OF EDUCATION, HEALTH AND FINANCIAL STABILITY FOR ALL PEOPLE IN JACKSON COUNTY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$531,081ExpenseAmt
Grant$330,588GrantAmt
DescJACKSON COUNTY UNITED WAY THROUGH THE WORK OF OUR ANNUAL CAMPAIGN, REMAIN THE LARGEST FUNDRAISER FOR HEALTH AND HUMAN SERVICES MAKING A COLLECTIVE IMPACT THROUGHOUT THE COUNTY. WITH DONOR AND VOLUNTEER SUPPORT, UNITED WAY ASSESSES NEEDS AND INVEST THOSE RESOURCES INTO OUR COMMUNITY TO CREATE LASTING CHANGE. JACKSON COUNTY UNITED WAY'S PROGRAMMING HAS INCREASED TO ADDRESS UNMET NEEDS OF VOLUNTEER ENGAGEMENT AND PROVIDE DIRECT SUPPORT TO INDIVIDUALS IN OUR COMMUNITY. THREE PROGRAMS ARE THE KEY TO THIS SUCCESS. DAY OF CARING IS A LONG-STANDING TRADITION WHERE VOLUNTEERS PROVIDE MEANINGFUL SERVICE IN A VARIETY OF WAYS FOR OTHER NON-PROFIT AND GOVERNMENTAL ORGANIZATIONS. FREE TAX PREPARATION SERVICES FOR INDIVIDUALS THAT QUALIFY HAVE BEEN A SUCCESSFUL WAY TO APPROACH FINANCIAL STABILITY CONCERNS. ROCK'N READY SCHOOL SUPPLY ASSISTANCE PROVIDED BACKPACKS AND BASIC SCHOOL SUPPLIES FOR OVER 750 STUDENTS THROUGHOUT THE COUNTY.Desc
Total Program Service Expenses$531,081TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee6EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8125225450PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 94AddressLine1Txt
CitySEYMOURCityNm
State AbbreviationINStateAbbreviationCd
ZIP47274ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
GINA BANE
BOARD MEMBER1.00Yes (X)$0$0$0
LAURA RUDDICK
BOARD MEMBER1.00Yes (X)$0$0$0
MATTHEW LUCAS
BOARD MEMBER1.00Yes (X)$0$0$0
DR MATTHEW WILSON
BOARD MEMBER1.00Yes (X)$0$0$0
TERRYE DAVIDSON
BOARD MEMBER1.00Yes (X)$0$0$0
REV DR JEREMY MYERS
PRESIDENT2.00Yes (X)$0$0$0Yes (X)
REXANNE UDE
FIRST VICE PRESIDENT2.00Yes (X)$0$0$0Yes (X)
ALI CRAIG
SECOND VICE PRESIDENT2.00Yes (X)$0$0$0Yes (X)
AMY STEITZ
TREASURER2.00Yes (X)$0$0$0Yes (X)
CHRISTINE O'DONNELL
ASSISTANCE TREASURER2.00Yes (X)$0$0$0Yes (X)
JEFF CHALFANT
SECRETARY2.00Yes (X)$0$0$0Yes (X)
MACI BAURLE
EXECUTIVE DIRECTOR40.00$65,229$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$65,229TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$868,710AllOtherContributionsAmt
Total Contributions$868,710TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,640TotalRevenueColumnAmt
Exclusion$5,640ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$874,350TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$5,640ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$330,588TotalAmt
Program Services$330,588ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$65,229TotalAmt
Program Services$27,926ProgramServicesAmt
Management And General$7,896ManagementAndGeneralAmt
Fundraising$29,407FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$164,645TotalAmt
Program Services$70,489ProgramServicesAmt
Management And General$19,930ManagementAndGeneralAmt
Fundraising$74,226FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$21,077TotalAmt
Program Services$11,720ProgramServicesAmt
Management And General$2,551ManagementAndGeneralAmt
Fundraising$6,806FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$16,756TotalAmt
Program Services$9,318ProgramServicesAmt
Management And General$2,028ManagementAndGeneralAmt
Fundraising$5,410FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$14,000TotalAmt
Management And General$14,000ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$26,155TotalAmt
Management And General$26,155ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$45,438TotalAmt
Program Services$40,000ProgramServicesAmt
Fundraising$5,438FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$10,221TotalAmt
Program Services$3,871ProgramServicesAmt
Management And General$5,088ManagementAndGeneralAmt
Fundraising$1,262FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$15,420TotalAmt
Program Services$3,341ProgramServicesAmt
Management And General$12,079ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$829TotalAmt
Program Services$703ProgramServicesAmt
Fundraising$126FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$11,310TotalAmt
Program Services$6,582ProgramServicesAmt
Management And General$789ManagementAndGeneralAmt
Fundraising$3,939FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3TotalAmt
Management And General$3ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,742TotalAmt
Program Services$937ProgramServicesAmt
Management And General$3,805ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DUES AND SUBSCRIPTIONS$25,412$20,123$2,032$3,257
REPAIRS & MAINTENANCE$8,305$5,483$2,822
BANK CHARGES$1,037$940$97
MISCELLANEOUS$20$20

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$761,187TotalAmt
Program Services$531,081ProgramServicesAmt
Management And General$100,118ManagementAndGeneralAmt
Fundraising$129,988FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,077,873BOYAmt
EOY$1,072,333EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$202,036BOYAmt
EOY$196,266EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,179BOYAmt
EOY$6,123EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$26,838LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$26,838LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$23,525BOYAmt
EOY$23,363EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,309,616BOYAmt
EOY$1,298,085EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$284,436BOYAmt
EOY$163,675EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$11,774BOYAmt
EOY$6,825EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$296,210BOYAmt
EOY$170,500EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$550,084BOYAmt
EOY$547,674EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$463,322BOYAmt
EOY$579,911EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,013,406BOYAmt
EOY$1,127,585EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,309,616BOYAmt
EOY$1,298,085EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$113,163ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,016NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,028,393CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,241,576CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$937,927CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$792,608CurrentTaxYearMinus1YearAmt
Current Tax Year$868,710CurrentTaxYearAmt
Total$4,869,214TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,028,393CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,241,576CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$937,927CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$792,608CurrentTaxYearMinus1YearAmt
Current Tax Year$868,710CurrentTaxYearAmt
Total$4,869,214TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$237,286SubstantialContributorsTotAmt
Public Support Total170$4,631,928PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,362CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,641CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$667CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,980CurrentTaxYearMinus1YearAmt
Current Tax Year$5,640CurrentTaxYearAmt
Total$12,290TotalAmt
FieldValueIRS element (for citing)
Total Support$4,881,504TotalSupportAmt
Public Support CY1700.94890PublicSupportCY170Pct
Public Support PY1700.92920PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$26,838OtherCostOrOtherBasisAmt
Depreciation$26,838DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$870,778TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,016NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,016RevenueNotReportedAmt
Revenue Subtotal$869,762RevenueSubtotalAmt
Other Revenues Not Included$4,588OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$4,588RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$874,350TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$756,599TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$756,599ExpensesSubtotalAmt
Other Expenses Not Included$4,588OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$4,588ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$761,187TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS SUCH, THE ORGANIZATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE ORGANIZATION IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX WHICH IS AN INFORMATIONAL RETURN ONLY.
PART XI, LINE 4B - OTHER ADJUSTMENTS:DONOR DESIGNATIONS 4,588.
PART XII, LINE 4B - OTHER ADJUSTMENTS:DONOR DESIGNATIONS 4,588.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
ANCHOR HOUSE
250 S VINE STSEYMOURIN47274351803634501(C)3$62,500$0CAMPAIGN GENERATED FUNDING FOR AGENCY ALLOCATION AND COVID EMERGENCY RELIEF FUND
GIRLS INC
956 NORTH OBRIEN STREETSEYMOURIN47274350998714501(C)3$62,000$0CAMPAIGN GENERATED FUNDING FOR AGENCY ALLOCATION
CHILD CARE NETWORK
414 N CHESTNUT STSEYMOURIN47274351779049501(C)3$45,000$0CAMPAIGN GENERATED FUNDING FOR AGENCY ALLOCATION AND COVID EMERGENCY RELIEF FUND
BOYS & GIRLS CLUB
980 NORTH OBRIEN STREETSEYMOURIN47274350909245501(C)3$40,000$0CAMPAIGN GENERATED FUNDING FOR AGENCY ALLOCATION AND COVID EMERGENCY RELIEF FUND
HEAD START
501(C)3$27,500$0CAMPAIGN GENERATED FUNDING FOR AGENCY ALLOCATION
TURNING POINT
PO BOX 103COLUMBUSIN47202310993447501(C)3$26,000$0CAMPAIGN GENERATED FUNDING FOR AGENCY ALLOCATION AND COVID EMERGENCY RELIEF FUND
BIG BROTHERS BIG SISTERS
PO BOX 73MADISONIN47250351804076501(C)3$12,000$0CAMPAIGN GENERATED FUNDING FOR AGENCY ALLOCATION
FieldValueIRS element (for citing)
Total501c3 Org15Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTS ARE DISTRIBUTED PER THE GUIDELINES OF THE ALLOCATION PROCESS,IMPACT GRANT REQUEST FORM, OR OTHER GRANT GUIDELINES. ALL DISTRIBUTIONS REQUIRE A RECEIPT FOR PAYMENT AND ALL DISTIBUTIONS ARE RECORDED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM IS REVIEWED BY THE FULL BOARD.
FORM 990, PART VI, SECTION B, LINE 12CCONFLICT OF INTEREST FORMS ARE COMPLETED BY EACH BOARD MEMBER ANNUALLY.
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE COMMITTEE REVIEWS AND RECOMMENDS CEO SALARY AND THE EXECUTIVE DIRECTOR REVIEWS AND RECOMMENDS EMPLOYEE SALARIES. ALL SALARIES AND AGENCY BUDGET ARE REVIEWED BY AND APPROVED BY THE FULL BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION C, LINE 19THE 990 AND ANNUAL AUDIT ARE AVAILABLE ON THE JACKSON COUNTY UNITED WAY'S WEBSITE. ALL OTHER DOCUMENTS CAN BE VIEWED AT THE OFFICE DURING REGULAR BUSINESS HOURS.
FORM 990, PART XII, LINE 2CTHE PROCEDURES THE AUDIT COMMITTEE TAKES ANNUALLY DID NOT CHANGE IN THE CURRENT YEAR.

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