MERRILL AREA UNITED WAY INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MERRILL AREA UNITED WAY INC (EIN 39-1286800)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202413209349310441
Schema version
2023v5.0
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)
Return2024-11-15T12:27:40-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391336018PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GASSNER COMPANY SCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1117 S 3RD AVEAddressLine1Txt
CityWAUSAUCityNm
State AbbreviationWIStateAbbreviationCd
ZIP544014635ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391286800EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MERRILL AREA UNITED WAY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMERRBusinessNameControlTxt
Phone7155362016PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 813AddressLine1Txt
CityMERRILLCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54452ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEE OLSENPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone7155362016PhoneNum
Signature2024-11-11SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN M KRAHN CPAPreparerPersonNm
PTINP00370459PTIN
Phone7158459231PhoneNum
Preparation2024-11-07PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDEE OLSENPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 813AddressLine1Txt
CityMERRILLCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54452ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$333,134GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionDISBURSE FUNDS TO OTHER NONPROFITS ORGANIZATIONSActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers30TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$331,123PYContributionsGrantsAmt
CY Contributions Grants$330,697CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$398PYInvestmentIncomeAmt
CY Investment Income$2,437CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$331,521PYTotalRevenueAmt
CY Total Revenue$333,134CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$29,500PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$34,392CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$37,148CYTotalFundraisingExpenseAmt
PY Other Expenses$267,186PYOtherExpensesAmt
CY Other Expenses$278,735CYOtherExpensesAmt
PY Total Expenses$296,686PYTotalExpensesAmt
CY Total Expenses$313,127CYTotalExpensesAmt
PY Revenues Less Expenses$34,835PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$20,007CYRevenuesLessExpensesAmt
Total Assets BOY$662,351TotalAssetsBOYAmt
Total Assets EOY$699,620TotalAssetsEOYAmt
Total Liabilities BOY$198,042TotalLiabilitiesBOYAmt
Total Liabilities EOY$215,304TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$464,309NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$484,316NetAssetsOrFundBalancesEOYAmt
MissionDISBURSE FUNDS TO OTHER NONPROFIT ORGANIZATIONSMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$231,025ExpenseAmt
DescFUNDS ARE COLLECTED FROM INDIVIDUALS AND LOCAL BUSINESSES AND ALLOCATED TO VARIOUS LOCAL NONPROFIT ORGANIZATIONS AND CHARITIES.Desc
Total Program Service Expenses$231,025TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee1EmployeeCnt
Employment Tax Returns FiledfalseEmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDEE OLSENPersonNm
Phone7155362016PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 813AddressLine1Txt
CityMERRILLCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54452ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
BECCA KLESSIG
PAST PRESIDEYes (X)Yes (X)$0$0$0
MARIA BRICKNER
PRESIDENTYes (X)Yes (X)$0$0$0
MIKE RAVN
VICE PRESIDEYes (X)Yes (X)$0$0$0
DEE OLSEN
EXECUTIVE DIYes (X)Yes (X)$0$0$0
BRIAN RICHARDS
TREASURERYes (X)$0$0$0
NANCY KWIESIELEWICZ
BOARD MEMBERYes (X)$0$0$0
CLYDE NELSON
BOARD MEMBERYes (X)$0$0$0
TOM ZENTNER
BOARD MEMBERYes (X)$0$0$0
SHANNON MURRAY
BOARD MEMBERYes (X)$0$0$0
JAMIE KOCH
BOARD MEMBERYes (X)$0$0$0
JOE BREAMAN II
BOARD MEMBERYes (X)$0$0$0
DAVID JOHNSON
BOARD MEMBERYes (X)$0$0$0
STACY STEVENS
BOARD MEMBERYes (X)$0$0$0
LAURA CLABOTS-FORESTER
BOARD MEMBERYes (X)$0$0$0
SUSAN RYMAN
BOARD MEMBERYes (X)$0$0$0
MANDI KLOCKOW
BOARD MEMBERYes (X)$0$0$0
LEAH BURBACH
BOARD MEMBERYes (X)$0$0$0
DEBBE KINSEY
BOARD MEMBERYes (X)$0$0$0
CHRISTINA LAMMERDING
BOARD MEMBERYes (X)$0$0$0
JANE DEHNEL
SECRETARYYes (X)Yes (X)$0$0$0
KURT RUST
BOARD MEMBERYes (X)$0$0$0
LIN KAUTZA
BOARD MEMBERYes (X)$0$0$0
MIKE ZULLIGER
BOARD MEMBERYes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$330,697AllOtherContributionsAmt
Total Contributions$330,697TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,437TotalRevenueColumnAmt
Related Or Exempt Func Income$2,437RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$333,134TotalRevenueColumnAmt
Related Or Exempt Func Income$2,437RelatedOrExemptFuncIncomeAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$31,908TotalAmt
Program Services$4,786ProgramServicesAmt
Management And General$20,740ManagementAndGeneralAmt
Fundraising$6,382FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,484TotalAmt
Program Services$373ProgramServicesAmt
Management And General$1,615ManagementAndGeneralAmt
Fundraising$496FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$5,559TotalAmt
Management And General$5,559ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$23,809TotalAmt
Fundraising$23,809FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$10,438TotalAmt
Program Services$221ProgramServicesAmt
Management And General$6,043ManagementAndGeneralAmt
Fundraising$4,174FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,200TotalAmt
Program Services$1,080ProgramServicesAmt
Management And General$4,680ManagementAndGeneralAmt
Fundraising$1,440FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,351TotalAmt
Management And General$1,059ManagementAndGeneralAmt
Fundraising$292FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,188TotalAmt
Program Services$178ProgramServicesAmt
Management And General$772ManagementAndGeneralAmt
Fundraising$238FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
AFFILIATES AND GRANT EXP$218,390$218,390
BAD DEBT EXPENSE$5,760$5,760
DUES & SUBSCRIPTIONS$3,368$3,368
TELEPHONE$1,583$237$1,029$317

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$89TotalAmt
Management And General$89ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$313,127TotalAmt
Program Services$231,025ProgramServicesAmt
Management And General$44,954ManagementAndGeneralAmt
Fundraising$37,148FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$89BOYAmt
EOY$5,521EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$492,154BOYAmt
EOY$486,439EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$170,108BOYAmt
EOY$207,660EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$662,351BOYAmt
EOY$699,620EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$197,600BOYAmt
EOY$211,890EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$442BOYAmt
EOY$3,414EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$198,042BOYAmt
EOY$215,304EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$464,309BOYAmt
EOY$484,316EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$464,309BOYAmt
EOY$484,316EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$662,351BOYAmt
EOY$699,620EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$20,007ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

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$288,703CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$366,748CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$276,010CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$331,123CurrentTaxYearMinus1YearAmt
Current Tax Year$330,697CurrentTaxYearAmt
Total$1,593,281TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$288,703CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$366,748CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$276,010CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$331,123CurrentTaxYearMinus1YearAmt
Current Tax Year$330,697CurrentTaxYearAmt
Total$1,593,281TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$335,355SubstantialContributorsTotAmt
Public Support Total170$1,257,926PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$263CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$170CurrentTaxYearMinus3YearsAmt
Total$433TotalAmt
FieldValueIRS element (for citing)
Total Support$1,593,714TotalSupportAmt
Gross Receipts Rltd Activities$7,788GrossReceiptsRltdActivitiesAmt
Public Support CY1700.78930PublicSupportCY170Pct
Public Support PY1700.77310PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule D IRS990ScheduleD

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescPAYROLL LIABILITIESDesc
Amt$3,414Amt
FieldValueIRS element (for citing)
Total Liability$3,414TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$333,134TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$333,134RevenueSubtotalAmt
Total Revenue Per Form990$333,134TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$313,127TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$313,127ExpensesSubtotalAmt
Total Expenses Per Form990$313,127TotalExpensesPerForm990Amt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BTHE EXECUTIVE DIRECTOR AND THE TREASURER REVIEW THE AUDITED FINANCIAL STATEMENTS AND THE 990 PRIOR TO FILING
FORM 990, PAGE 6, PART VI, LINE 19AVAILABLE BY REQUEST

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