COUNTY UNITED WAY INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- COUNTY UNITED WAY INC (EIN 52-0695477)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-11
- IRS object ID
- 202433169349303328
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T11:42:17-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341862269 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 BALTIMORE STREET 4TH FLOOR | AddressLine1Txt |
| City | CUMBERLAND | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520695477 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNTY UNITED WAY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COUN | BusinessNameControlTxt |
| Phone | 3017222700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 BALTIMORE STREET 203 | AddressLine1Txt |
| City | CUMBERLAND | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21502 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEITH SANDERS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3017222700 | PhoneNum |
| Signature | 2024-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD C PYLES | PreparerPersonNm |
| PTIN | P00750511 | PTIN |
| Phone | 3017773490 | PhoneNum |
| Preparation | 2024-10-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | KEITH SANDERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 SOUTH SECOND STREET | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $614,122 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CUW.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | IMPROVING LIVES THROUGH BUILDING COMMUNITY PARTNERSHIPS WHICH IDENTIFY NEEDS AND FUND SOLUTIONS THAT RESULT IN A STRONGER, HEALTHIER COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 1000 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $411,808 | PYContributionsGrantsAmt |
| CY Contributions Grants | $447,278 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $16,385 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,387 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$32,003 | PYOtherRevenueAmt |
| CY Other Revenue | $62,733 | CYOtherRevenueAmt |
| PY Total Revenue | $396,190 | PYTotalRevenueAmt |
| CY Total Revenue | $511,398 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $176,302 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $193,226 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $79,629 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $284,466 | PYOtherExpensesAmt |
| CY Other Expenses | $195,139 | CYOtherExpensesAmt |
| PY Total Expenses | $460,768 | PYTotalExpensesAmt |
| CY Total Expenses | $388,365 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$64,578 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $123,033 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $886,392 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,013,964 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $198,684 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $153,921 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $687,708 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $860,043 | NetAssetsOrFundBalancesEOYAmt |
| Mission | COUNTY UNITED WAY, INC. RAISES FUNDS FOR VARIOUS HUMAN SERVICES ORGANIZATIONS. ALL ARE QUALIFIED 501(C)(3) ORGANIZATIONS. DESIGNATIONS ARE HONORED TO NON-AFFILIATED, BUT QUALIFYING 501(C)(3) HUMAN SERVICES ORGANIZATIONS AS WELL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $275,468 | ExpenseAmt |
| Desc | COUNTY UNITED WAY, INC. RAISES FUNDS FOR VARIOUS HUMANSERVICE ORGANIZATIONS. ALL ARE QUALIFIED 501(C)(3)ORGANIZATIONS. DESIGNATIONS ARE HONORED TO NON-AFFILIATED,BUT QUALIFYING 501(C)(3) HUMAN SERVICE ORGANIZATIONS. | Desc |
| Total Program Service Expenses | $275,468 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELE WALKER | PersonNm |
| Phone | 3017222700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 BALTIMORE STREET ROOM 203 | AddressLine1Txt |
| City | CUMBERLAND | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| BOB HELTZEL | ||||||
| ADMIN/FINANCE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JANET KNISLEY | ||||||
| ADMIN/FINANCE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICK HARSHBARGER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KEIRA SHILLING | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| AMBER RUBLE | ||||||
| TREASURER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| KEITH SANDERS | ||||||
| PRESIDENT | 2.00 | $0 | $0 | $0 | Yes (X) | |
| MELISSA CLARK | ||||||
| VICE PRESIDENT | 2.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $447,278 | FederatedCampaignsAmt |
| Total Contributions | $447,278 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,387 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,387 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $165,457 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $102,724 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,733 | TotalRevenueColumnAmt |
| Exclusion | $62,733 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $511,398 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,387 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $62,733 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,911 | TotalAmt |
| Program Services | $83,098 | ProgramServicesAmt |
| Management And General | $19,394 | ManagementAndGeneralAmt |
| Fundraising | $46,419 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,089 | TotalAmt |
| Program Services | $6,188 | ProgramServicesAmt |
| Management And General | $1,444 | ManagementAndGeneralAmt |
| Fundraising | $3,457 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,694 | TotalAmt |
| Program Services | $10,990 | ProgramServicesAmt |
| Management And General | $2,565 | ManagementAndGeneralAmt |
| Fundraising | $6,139 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,532 | TotalAmt |
| Program Services | $7,552 | ProgramServicesAmt |
| Management And General | $1,762 | ManagementAndGeneralAmt |
| Fundraising | $4,218 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,475 | TotalAmt |
| Program Services | $7,520 | ProgramServicesAmt |
| Management And General | $1,755 | ManagementAndGeneralAmt |
| Fundraising | $4,200 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,510 | TotalAmt |
| Program Services | $3,074 | ProgramServicesAmt |
| Management And General | $718 | ManagementAndGeneralAmt |
| Fundraising | $1,718 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,900 | TotalAmt |
| Program Services | $3,293 | ProgramServicesAmt |
| Management And General | $768 | ManagementAndGeneralAmt |
| Fundraising | $1,839 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,427 | TotalAmt |
| Program Services | $1,913 | ProgramServicesAmt |
| Management And General | $446 | ManagementAndGeneralAmt |
| Fundraising | $1,068 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,225 | TotalAmt |
| Program Services | $107,225 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,561 | TotalAmt |
| Program Services | $2,545 | ProgramServicesAmt |
| Management And General | $594 | ManagementAndGeneralAmt |
| Fundraising | $1,422 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,808 | TotalAmt |
| Program Services | $2,683 | ProgramServicesAmt |
| Management And General | $626 | ManagementAndGeneralAmt |
| Fundraising | $1,499 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LIVE UNITED GRANTS | $25,693 | $25,693 | ||
| PRINTING & PUBLICATIONS | $5,766 | $3,218 | $751 | $1,797 |
| EQUIPMENT RENTAL AND MA | $4,332 | $2,418 | $564 | $1,350 |
| MISCELLANEOUS | $4,138 | $2,309 | $539 | $1,290 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,304 | TotalAmt |
| Program Services | $5,749 | ProgramServicesAmt |
| Management And General | $1,342 | ManagementAndGeneralAmt |
| Fundraising | $3,213 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,365 | TotalAmt |
| Program Services | $275,468 | ProgramServicesAmt |
| Management And General | $33,268 | ManagementAndGeneralAmt |
| Fundraising | $79,629 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $420,409 | BOYAmt |
| EOY | $502,519 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,882 | BOYAmt |
| EOY | $49,429 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $42,065 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,576 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,695 | BOYAmt |
| EOY | $16,489 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $424,406 | BOYAmt |
| EOY | $438,575 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $6,952 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $886,392 | BOYAmt |
| EOY | $1,013,964 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,684 | BOYAmt |
| EOY | $146,969 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $6,952 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,684 | BOYAmt |
| EOY | $153,921 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,816 | BOYAmt |
| EOY | $386,825 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $385,892 | BOYAmt |
| EOY | $473,218 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $687,708 | BOYAmt |
| EOY | $860,043 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $886,392 | BOYAmt |
| EOY | $1,013,964 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $123,033 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $49,302 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $484,776 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $460,079 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $489,259 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $403,346 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $447,278 | CurrentTaxYearAmt |
| Total | $2,284,738 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $484,776 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $460,079 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $489,259 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $403,346 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $447,278 | CurrentTaxYearAmt |
| Total | $2,284,738 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $2,284,738 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,995 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,903 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,635 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,085 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,387 | CurrentTaxYearAmt |
| Total | $41,005 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,325,743 | TotalSupportAmt |
| Public Support CY170 | 0.98240 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97720 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $432,117 | BeginningYearBalanceAmt |
| Contributions | $300 | ContributionsAmt |
| Investment Earnings Or Losses | $50,261 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$27,271 | OtherExpendituresAmt |
| End Year Balance | $455,407 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $443,268 | BeginningYearBalanceAmt |
| Contributions | $300 | ContributionsAmt |
| Investment Earnings Or Losses | $33,454 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$44,905 | OtherExpendituresAmt |
| End Year Balance | $432,117 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $540,232 | BeginningYearBalanceAmt |
| Contributions | $600 | ContributionsAmt |
| Investment Earnings Or Losses | -$59,422 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $38,142 | OtherExpendituresAmt |
| End Year Balance | $443,268 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $481,424 | BeginningYearBalanceAmt |
| Contributions | $300 | ContributionsAmt |
| Investment Earnings Or Losses | $92,763 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $34,255 | OtherExpendituresAmt |
| End Year Balance | $540,232 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $460,060 | BeginningYearBalanceAmt |
| Contributions | $700 | ContributionsAmt |
| Investment Earnings Or Losses | $20,664 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $481,424 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,065 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,576 | DepreciationAmt |
| Book Value | $16,489 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,489 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE OBLIGATIONS | Desc |
| Amt | $6,952 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,952 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $869,015 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $49,302 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $205,591 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $102,724 | OtherRevenueAmt |
| Revenue Not Reported | $357,617 | RevenueNotReportedAmt |
| Revenue Subtotal | $511,398 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $511,398 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $696,680 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $205,591 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $102,724 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $308,315 | ExpensesNotReportedAmt |
| Expenses Subtotal | $388,365 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $388,365 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DPIL | Event1Nm |
| Gross Receipts Event1 | $51,920 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $51,920 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $42,329 | OtherDirectExpensesEvent1Amt |
| Event2 | STEPS TO BETTER HEALTH | Event2Nm |
| Gross Receipts Event2 | $48,750 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $48,750 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $13,277 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 11 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $64,787 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $64,787 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $47,118 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $165,457 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $165,457 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $102,724 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $102,724 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $62,733 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED BY THE UNITED WAY'S BOARD OF DIRECTORS. THE COMMITTEE REVIEWS THE FORM FOR ACCURACY AND THEN APPROVES THE FORM BEFORE IT IS SUMBITTED TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS SUBMITTED TO BOARD MEMBERS ANNUALLY AND THEY ARE REQUIRED TO NOTIFY THE BOARD OF ANY CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE DIRECTORS COMPENSATION AND REVIEW IS DONE ANNUALLY BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH ITS WEB SITE. |
| FORM 990, PART IX, LINE 24E | TELEPHONE & INTERNET: PROGRAM SERVICE EXPENSES 1,548. MANAGEMENT AND GENERAL EXPENSES 361. FUNDRAISING EXPENSES 865. TOTAL EXPENSES 2,774. SUPPLIES: PROGRAM SERVICE EXPENSES 1,515. MANAGEMENT AND GENERAL EXPENSES 354. FUNDRAISING EXPENSES 847. TOTAL EXPENSES 2,716. POSTAGE & SHIPPING: PROGRAM SERVICE EXPENSES 1,416. MANAGEMENT AND GENERAL EXPENSES 330. FUNDRAISING EXPENSES 791. TOTAL EXPENSES 2,537. FEES & LICENSES: PROGRAM SERVICE EXPENSES 1,270. MANAGEMENT AND GENERAL EXPENSES 297. FUNDRAISING EXPENSES 710. TOTAL EXPENSES 2,277. |
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