UNITED WAY OF LEE COUNTY INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF LEE COUNTY INC (EIN 36-6009288)
- Tax period
- 2021-08-01 to 2022-03-31
- Filed
- 2023-02-15
- IRS object ID
- 202320469349301397
- Schema version
- 2021v4.2
- 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 | 2023-02-15T11:07:47-06:00 | ReturnTs |
| Tax Period End | 2022-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1614 SOUTH GALENA AVENUE | AddressLine1Txt |
| City | DIXON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366009288 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF LEE COUNTY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 8152843339 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 98 SOUTH GALENA AVE | AddressLine1Txt |
| City | DIXON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER SHAW | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8152843339 | PhoneNum |
| Signature | 2023-02-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | SHAW | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA FOLTZ | PreparerPersonNm |
| PTIN | P01252174 | PTIN |
| Phone | 8152859300 | PhoneNum |
| Preparation | 2023-02-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PETER SHAW | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 98 SOUTH GALENA AVE | AddressLine1Txt |
| City | DIXON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $343,333 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITEDWAYOFLEECOUNTY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | SOLICITATING PUBLIC DONATIONS TO ASSIST WITH FUNDING OTHER CHARITABLE AND COMMUNITY ORGANIZATIONS | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 62 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $263,537 | PYContributionsGrantsAmt |
| CY Contributions Grants | $326,758 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $25,804 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,389 | CYProgramServiceRevenueAmt |
| PY Investment Income | $777 | PYInvestmentIncomeAmt |
| CY Investment Income | $915 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,716 | PYOtherRevenueAmt |
| CY Other Revenue | $9,426 | CYOtherRevenueAmt |
| PY Total Revenue | $293,834 | PYTotalRevenueAmt |
| CY Total Revenue | $339,488 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $238,795 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $255,938 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $63,337 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $42,465 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $15,197 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $35,885 | PYOtherExpensesAmt |
| CY Other Expenses | $32,347 | CYOtherExpensesAmt |
| PY Total Expenses | $338,017 | PYTotalExpensesAmt |
| CY Total Expenses | $330,750 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$44,183 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,738 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $445,657 | TotalAssetsBOYAmt |
| Total Assets EOY | $594,011 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $117,330 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $256,946 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $328,327 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $337,065 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO OPTIMIZE COLLECTIVE RESOURCES SUPPORTING HUMAN SERVICE PROGRAMS -FOCUSING ON EDUCATION, HEALTH, FINANCIAL STABILITY, AND BASIC NEEDS -THAT IMPROVE THE QUALITY OF LIFE IN LEE COUNTY | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $266,881 | ExpenseAmt |
| Grant | $255,938 | GrantAmt |
| Revenue | $2,311 | RevenueAmt |
| Desc | RAISED FUNDS AND GAVE BACK TO OTHER LOCAL NONPROFIT ORGANIZATIONS AS PURSUANT TO THE ORGANIZATION'S MISSION STATEMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,399 | ExpenseAmt |
| Revenue | $78 | RevenueAmt |
| Desc | SERVING UP SUMMER LUNCH PROGRAM - PROGRAM THAT PROVIDES LUNCHES TOCHILDREN THAT FOLLOW NUTRITIONAL GUIDELINES OF THE USDA. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $269,280 | 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 | 0 | 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 | 0 | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | 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 | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEILA BUCCOLA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8152843339 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 98 SOUTH GALENA AVE | AddressLine1Txt |
| City | DIXON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61021 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| PETER SHAW | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JENNIFER HEINTZELMAN | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MIKE SMITH | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMIE CURIA | ||||||
| DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JULIE HELFRICH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREA COOK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DIANNE FRYE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DARLA FOULKER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER LANG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JESSICA MAY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS MCDONALD | ||||||
| DIRECTOR (RESIGNED 01/2022) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTINA MCWETHY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAUREN MILLS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SARAH PARTINGTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SAM RAMIREZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LYNN ROE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEB TRANCOSO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMANDA WIKE | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $47,265 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $47,265 | 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 |
| All Other Contributions | $326,758 | AllOtherContributionsAmt |
| Total Contributions | $326,758 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| STATE FOOD CLAIM REIMB | 900099 | $2,126 | $2,126 |
| YES YOU CAN RECYCLING | 900099 | $107 | $107 |
| UWLC EMERGING LEADERS | 900099 | $78 | $78 |
| SERVING UP SUMMER LUNC | 900099 | $78 | $78 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,389 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $915 | TotalRevenueColumnAmt |
| Exclusion | $915 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $13,271 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $3,845 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,426 | TotalRevenueColumnAmt |
| Exclusion | $9,426 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $339,488 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,389 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,341 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,938 | TotalAmt |
| Program Services | $255,938 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,666 | TotalAmt |
| Program Services | $6,533 | ProgramServicesAmt |
| Management And General | $19,600 | ManagementAndGeneralAmt |
| Fundraising | $6,533 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,780 | TotalAmt |
| Program Services | $1,356 | ProgramServicesAmt |
| Management And General | $4,068 | ManagementAndGeneralAmt |
| Fundraising | $1,356 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,019 | TotalAmt |
| Program Services | $604 | ProgramServicesAmt |
| Management And General | $1,811 | ManagementAndGeneralAmt |
| Fundraising | $604 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,500 | TotalAmt |
| Management And General | $3,500 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,124 | TotalAmt |
| Fundraising | $3,124 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,174 | TotalAmt |
| Management And General | $2,874 | ManagementAndGeneralAmt |
| Fundraising | $300 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,988 | TotalAmt |
| Management And General | $2,864 | ManagementAndGeneralAmt |
| Fundraising | $124 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,025 | TotalAmt |
| Management And General | $2,025 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,340 | TotalAmt |
| Management And General | $1,340 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $622 | TotalAmt |
| Management And General | $622 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,117 | TotalAmt |
| Management And General | $2,117 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES | $5,052 | $5,052 | ||
| UNITED WAY 2-1-1 FEES | $2,450 | $2,450 | ||
| SERVING UP SUMMER PROGR | $2,399 | $2,399 | ||
| SUPPLIES AND PROMO ITEM | $2,044 | $2,044 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,512 | TotalAmt |
| Management And General | $400 | ManagementAndGeneralAmt |
| Fundraising | $1,112 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,750 | TotalAmt |
| Program Services | $269,280 | ProgramServicesAmt |
| Management And General | $46,273 | ManagementAndGeneralAmt |
| Fundraising | $15,197 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,878 | BOYAmt |
| EOY | $279,921 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,308 | BOYAmt |
| EOY | $217,223 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,651 | BOYAmt |
| EOY | $93,394 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,944 | BOYAmt |
| EOY | $2,219 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,055 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,801 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,876 | BOYAmt |
| EOY | $1,254 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $445,657 | BOYAmt |
| EOY | $594,011 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $580 | BOYAmt |
| EOY | $2,008 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,750 | BOYAmt |
| EOY | $254,938 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,330 | BOYAmt |
| EOY | $256,946 | 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 | $328,327 | BOYAmt |
| EOY | $337,065 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $328,327 | BOYAmt |
| EOY | $337,065 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $445,657 | BOYAmt |
| EOY | $594,011 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $8,738 | ReconcilationRevenueExpnssAmt |
| 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 | $411,747 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $401,036 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $451,835 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $263,537 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $326,758 | CurrentTaxYearAmt |
| Total | $1,854,913 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $411,747 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $401,036 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $451,835 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $263,537 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $326,758 | CurrentTaxYearAmt |
| Total | $1,854,913 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $195,838 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,659,075 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $776 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $416 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,499 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $777 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $915 | CurrentTaxYearAmt |
| Total | $5,383 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $3 | CurrentTaxYearMinus2YearsAmt |
| Total | $3 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,860,299 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $119,431 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.89180 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93680 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, SHORT YEAR EXPLANATION: | FormAndLineReferenceDesc |
| Explanation | CURRENT YEAR IS A SHORT YEAR DUE TO A CHANGE IN ACCOUNTING PERIOD. | ExplanationTxt |
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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,055 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,801 | DepreciationAmt |
| Book Value | $1,254 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,254 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $339,488 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $339,488 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $339,488 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $330,750 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $330,750 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $330,750 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| DIXON PADS SHELTER | ||||||||
| PO BOX 593 | DIXON | IL | 61021 | 274011636 | 501(C)(3) | $14,000 | $0 | OPERATING GRANT - COMMUNITY WELL-BEING |
| DIXON FAMILY YMCA | ||||||||
| 110 N GALENA AVE | DIXON | IL | 61021 | 362487927 | 501(C)(3) | $21,000 | $0 | OPERATING GRANT - FINANCIAL ASSISTANCE PROGRAM |
| KREIDER SERVICES INC | ||||||||
| 500 ANCHOR RD | DIXON | IL | 61021 | 237417424 | 501(C)(3) | $15,500 | $0 | YOUTH SERVICES - EARLY CHILDHOOD INTERVENTION |
| LEE COUNTY CASA | ||||||||
| 101 WEST 1ST STREET THIRD FLOOR | DIXON | IL | 61021 | 363641086 | 501(C)(3) | $13,000 | $0 | OPERATING GRANT - COMMUNITY WELL-BEING |
| LEE COUNTY COUNCIL ON AGING | ||||||||
| 100 W 2ND ST | DIXON | IL | 61021 | 362861690 | 501(C)(3) | $27,000 | $0 | OUTREACH AND TRANSPORTATION |
| LUTHERAN SOCIAL SERVICES OF ILLINOIS | ||||||||
| 1261 IL RTE 38 | NACHUSA | IL | 61057 | 362584799 | 501(C)(3) | $20,000 | $0 | SCHOOL BASED COUNSELING, SUBSTANCE ABUSE, AND YOUTH PROGRAMS |
| OPEN SESAME CHILDREN'S LEARNING CENTERS | ||||||||
| 1101 MIDDLE ROAD | DIXON | IL | 61021 | 362823253 | 501(C)(3) | $28,000 | $0 | TUITION ASSISTANCE AND EQUIPMENT REPLACEMENT |
| SINNISSIPPI CENTERS INC (SCI) | ||||||||
| 325 IL RTE 2 | DIXON | IL | 61021 | 362596200 | 501(C)(3) | $25,000 | $0 | OPERATING GRANT - COMMUNITY WELL-BEING |
| TEEN TURF INC | ||||||||
| PO BOX 321 | AMBOY | IL | 61310 | 364216331 | 501(C)(3) | $18,000 | $0 | OPERATING GRANT - COMMUNITY WELL-BEING |
| SHINING STAR CHILDREN'S ADVOCACY CENTER | ||||||||
| 215 E FIRST ST STE 110 | DIXON | IL | 61021 | 302596200 | 501(C)(3) | $10,050 | $0 | TUITION ASSISTANCE AND EQUIPMENT REPLACEMENT |
| DIXON HABITAT FOR HUMANITY | ||||||||
| PO BOX 11 | DIXON | IL | 61021 | 363857555 | 501(C)(3) | $6,000 | $0 | OPERATING GRANT - COMMUNITY WELL-BEING |
| GOOD FELLOWS OF LEE COUNTY IL | ||||||||
| PO BOX 674 | DIXON | IL | 61021 | 364288576 | 501(C)(3) | $6,000 | $0 | OPERATING GRANT - COMMUNITY WELL-BEING |
| HOME OF HOPE CANCER WELLNESS CENTER | ||||||||
| 1637 PLOCK ROAD | DIXON | IL | 61021 | 010743626 | 501(C)(3) | $7,000 | $0 | OPERATING GRANT - COMMUNITY WELL-BEING |
| LIFESCAPE COMMUNITY SERVICES | ||||||||
| 705 KILBURN AVE | ROCKFORD | IL | 61101 | 363303361 | 501(C)(3) | $8,000 | $0 | OPERATING GRANT - COMMUNITY WELL-BEING |
| YWCA OF THE SAUK VALLEY | ||||||||
| 115 W FIRST STREET | DIXON | IL | 61021 | 362179770 | 501(C)(3) | $8,500 | $0 | OPERATING GRANT - COMMUNITY WELL-BEING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANT ALLOCATIONS ARE SET BY THE ORGANIZATION'S BOARD OF DIRECTORS SEVERAL MONTHS IN ADVANCE AND A DETAILED SCHEDULE IS REVIEWED AT EVERY BOARD MEETING. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S BOARD OF DIRECTORS WILL REVIEW THE PRELIMINARY FORM 990 BEFORE IT IS FILED BY THE ORGANIZATION'S ACCOUNTANTS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS ROUTINELY MONITORS ISSUES WITH THE CONFLICT OF INTEREST POLICY AND DEALS WITH THE MATTER ACCORDINGLY. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE ORGANIZATION'S BOARD OF DIRECTORS MUST APPROVE ALL COMPENSATION DECISIONS. THE COMPENSATION IS SET BY LOOKING AT PAST DATA, CREDENTIALS OF TOP MANAGEMENT OFFICIALS AND POTENTIAL TOP MANAGEMENT OFFICIALS, AND OTHER EXTERNAL DATA. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNITED WAY OF LEE COUNTY MAINTAINS ITS OWN WEBSITE AND MAKES ANY PUBLIC INFORMATION AVAILABLE UPON REQUEST. |