2025-05-15T17:41:19-04:00 2024-06-30 STOCKMAN KAST RYAN & CO LLP 102 N CASCADE AVENUE SUITE 400 COLORADO SPRINGS CO 80903 990 2023-07-01 840511799 Pikes Peak United Way % THE ORGANIZATION PIKE 7196321543 518 North Nevada Avenue Colorado Springs CO 80903 Thomas Hilton CFO 7196321543 2025-05-15 true true DOREEN B MERZ P00841439 7196301186 2023 2025-03-06 01:10:19Z Cami Bremer 518 North Nevada Avenue Colorado Springs CO 80903 7804822 false X www.ppunitedway.org X 1922 CO TO ENHANCE YOUTH SUCCESS AND FAMILY STABILITY IN THE PIKES PEAK REGION BY LEADING AND LIFTING THE MOST VULNERABLE IN OUR COMMUNITY WITH MENTORSHIP, (CONT ON SCH O) 16 16 30 2531 0 4609119 6735945 186718 245962 25403 280202 -90704 -23845 4730536 7238264 1976491 2360882 0 0 1758392 1681457 0 0 453774 998499 1226220 4733382 5268559 -2846 1969705 10863096 13023276 2766205 2838674 8096891 10184602 X TO ENHANCE YOUTH SUCCESS AND FAMILY STABILITY IN THE PIKES PEAK REGION BY LEADING AND LIFTING THE MOST VULNERABLE IN OUR COMMUNITY WITH MENTORSHIP, LIFE RESOURCES AND REAL JOB OPPORTUNITIES. OUR SIGNATURE PROGRAMS AND (CON'T ON SCH O) false false 1378034 1328932 Community Investment - PPUW's community investment fund awards grants to local non-profits that are most efficiently and effectively addressing the issues most pressing to our community. In the last year, we provided grants totaling over $598,000 to 31 programs at 29 local agencies. Funded agencies provide us with detailed financial information as well as program results which our volunteers review to ensure Pikes Peak United Way funds are being used effectively. (CONT ON SCH O) 464456 135231 211 I&R - Our 2-1-1 program is an essential part of our community, whether you need help finding food, housing, utility assistance, filing your taxes, childcare, crisis counseling or substance abuse treatment. For the year ended June 2024, 2-1-1 provided referrals to over 34,000 contacts who reached out for assistance in our 12-County service area including El Paso, Teller, Alamosa, Conejos, Costilla, Chaffee, Cheyenne, Lincoln, Mineral, Park, Rio Grande, and Saguache Counties. (Cont on Sch O) 883610 636183 71734 Impact - our Impact department addresses a number of needs in El Paso and Teller Counties through several different initiatives; Dolly Parton Imagination Library provides books to youth 0-5 years old with 1 age-appropriate book mailed each month to the child's mailing address. There are currently over 7,400 children enrolled in the program. Our food distribution program provides healthy meals to low-income individuals and families needing food assistance, staffing a distribution site at Mitchell High School. In the last year we served over 7,000 families with over 300,000 pounds of healthy, free groceries in El Paso County. (CON'T on SCH O) 1213483 395767 39570 Family Success Center 1213483 395767 39570 3939583 true true false false false false false false false true true false false false true true true false false false false false false false true false false true true true false false false false false false false false true false false false false false false false false true 10 0 30 true false false false false false true true false false false false false false X 16 16 false false false false false false false true true false false true true true true true true true true false CO X X THE ORGANIZATION 7196321543 518 N NEVADA AVENUE Colorado Springs CO 80903 Cindy Aubrey President/CEO 44.0 0.0 X 155704 0 17347 Heather Steinman COO 46.0 0.0 X 111961 0 8527 Thomas Hilton CFO 46.0 0.0 X 92654 0 17454 Deborah Hendrix Director 1.0 0.0 X 0 0 0 Dan Nordberg Board Chair 2.0 0.0 X X 0 0 0 Morane Kerek Vice Chair 2.0 0.0 X X 0 0 0 Melissa Burkhardt Shields Treasurer 1.0 0.0 X X 0 0 0 Jeff Finn Director 1.0 0.0 X 0 0 0 Pastor Calvin Johnson Director 1.0 0.0 X 0 0 0 Tracy Lessig Director 1.0 0.0 X 0 0 0 Andrew Ritchie Director 1.0 0.0 X 0 0 0 Chantal Lucas Director 1.0 0.0 X 0 0 0 Annie Snead Director 1.0 0.0 X 0 0 0 Laura Neumann Director 1.0 0.0 X 0 0 0 Bret Waters Director 1.0 0.0 X 0 0 0 Matthew Hanson Director (From 08/2023) 1.0 0.0 X 0 0 0 Travas Deal Director (from 08/2023) 1.0 0.0 X 0 0 0 Tom Pattee Director (from 11/2023) 1.0 0.0 X 0 0 0 Ken Fortune Director (from 04/2024) 1.0 0.0 X 0 0 0 360319 0 43328 2 false true false 0 2681829 99800 2633680 1320636 556385 6735945 PROGRAM SERVICE FEES 624100 245962 245962 245962 140299 140299 0 0 0 0 0 668814 894 529805 0 139009 894 139903 139903 12335 99800 36753 -24418 -24418 0 0 0 0 0 0 MISCELLANEOUS INCOME 624100 573 573 573 7238264 246535 255784 1660253 1660253 700629 700629 0 0 419627 61281 355643 2703 0 1007739 532564 235279 239896 15431 8263 7168 0 133490 66733 28754 38003 105170 44607 42880 17683 0 4790 4640 150 9065 9065 0 0 13023 13023 137972 74968 43013 19991 2122 2091 31 88447 38849 16068 33530 172854 102094 33770 36990 0 202319 163024 23212 16083 15345 8966 2600 3779 0 13094 7788 3167 2139 5914 25 5885 4 0 434060 396826 21375 15859 40876 22418 11252 7206 DUES UNITED WAY WORLDWIDE 50412 28233 12602 9577 STAFF DEVELOPMENT 9791 6129 1502 2160 DUES AND MEMBERSHIPS - OTHER 14771 5318 6566 2887 LICENSES AND GOVERNEMNT FEES 1148 561 587 0 10217 3323 1610 5284 5268559 3939583 875202 453774 X 48036 15 962307 483457 1061208 1193985 8538 4227 0 0 0 0 0 0 0 0 35778 53587 7622759 2227305 3824559 5395454 4500242 5421381 405504 436040 0 0 0 0 16924 35130 10863096 13023276 154626 837637 1002168 915690 1385570 870899 0 0 0 0 0 0 206917 214448 0 0 16924 0 2766205 2838674 X 2792450 5273806 5304441 4910796 8096891 10184602 10863096 13023276 X 1969705 87470 30536 X X false true X true true true X 3573253 4623152 4396619 5672404 6735945 25001373 0 0 3573253 4623152 4396619 5672404 6735945 25001373 941709 24059664 1683 3765 25403 49336 140299 220486 0 137183 103653 3149 0 0 243985 25465844 2258692 0.94478 0.93470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2459677 240159 2699836 1932641 320000 207036 2459677 2299279 -293046 73592 1932641 1850898 96679 425490 73788 2299279 2293808 17240 13149 473299 1850898 0.00000 0.65040 0.34960 false false 511992 511992 6316172 1462736 4853436 794595 764569 30026 5395454 0 0 X 6616560 87470 34372 30536 152378 6464182 13023 761059 774082 7238264 4528849 34372 34372 4494477 13023 761059 774082 5268559 Schedule D, Part V, Line 4 The Organization's endowment provides funding to support the Organization's exempt purpose programs. Schedule D, Part X, Line 2 The Organization is exempt from income tax under Section 501(c)(3) of the Internal Revenue Code ("Code") and is not a private foundation under Section 509(a)(2) of the Code. The Organization evaluates the effect of uncertain tax positions, if any, and provides for those positions in accordance with the provisions of FASB ASC 450, Contingencies. No tax accrual for uncertain tax positions has been recorded as management believes there are no uncertain tax positions for the Organization. The Organization has no unrelated business taxable income. Accordingly, no provision for income taxes is made in the financial statements. Schedule D, Part XI, Line 2D OTHER CHANGE: $30,536 CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST ASSETS. Schedule D, Part XI, Line 4b Other: $761,059. RECOGNITION OF DONOR DESIGNATED CONTRIBUTIONS IN REVENUE $730,368; Fundraising expenses reported within the audited financial statements' revenue, reclassified to expense for the tax return $30,961. Schedule D, Part XII, Line 4b Other: $761,059. RECOGNITION OF DONOR DESIGNATED CONTRIBUTIONS IN REVENUE $730,368; Fundraising expenses reported within the audited financial statements' revenue, reclassified to expense for the tax return $30,961. wrap party 45890 45500 390 12488 3308 Leaders in Givi 35540 31300 4240 3000 11562 2188 1 30705 23000 7705 1936 2272 112135 99800 12335 3000 25986 7768 36754 -24419 true Care and Share Food Bank for Southern Colorado 2605 Preamble Pt Colorado Springs CO 80915 840731930 501(c)(3) 41610 Support the Charitable Purpose of the Organization CASA of the Pikes Peak Region Inc 418 S Weber St Colorado Springs CO 80903 841115548 501( c)(3) 32570 Support the Charitable Purpose of the Organization Catholic Charities of Central Colorado Inc 228 N Cascade Ave Colorado Springs CO 80903 840586169 501( c)(3) 209260 Support the Charitable Purpose of the Organization Colorado Springs Utilities Foundation 121 S Tejon St Fifth Flr Colorado Springs CO 80903 208643063 501( c)(3) 52959 Support the Charitable Purpose of the Organization Community of Caring Foundation PO Box 1587 Cripple Creek CO 808131587 841481309 501( c)(3) 15772 Support the Charitable Purpose of the Organization Community Partnership for Child Dev 2330 Robinson St Colorado Springs CO 80904 841071825 501( c)(3) 91617 Support the Charitable Purpose of the Organization Court Care for the Pikes Peak Region Inc 270 S Tejon St Colorado Springs CO 80903 450488427 501( c)(3) 18042 Support the Charitable Purpose of the Organization Crossfire Ministries Inc 3975 N Academy Blvd Colorado Springs CO 80917 841295381 501( c)(3) 18380 Support the Charitable Purpose of the Organization Dream Centers of Colorado Springs 11025 Voyager Pkwy Colorado Springs CO 80921 274876080 501( c)(3) 10200 Support the Charitable Purpose of the Organization Early Connections Learning Centers 104 E Rio Grande St Colorado Springs CO 80903 840632406 501( c)(3) 154007 Support the Charitable Purpose of the Organization Forge Evolution (FKA Colorado Springs Teen Court) 224 E Kiowa St Colorado Springs CO 80903 841318849 501( c)(3) 12592 Support the Charitable Purpose of the Organization Fostering Hope Foundation 111 S Tejon Colorado Springs CO 80903 261991807 501( c)(3) 28190 Support the Charitable Purpose of the Organization Greccio Housing Unlimited Inc 1015 E Pikes Peak Ave Ste 110 Colorado Springs CO 80903 841158819 501( c)(3) 11754 Support the Charitable Purpose of the Organization Homeward Pikes Peak 2010 Bijou St Colorado Springs CO 80909 134242773 501( c)(3) 11602 Support the Charitable Purpose of the Organization Hope and Home 4945 N 30th St Colorado Springs CO 80919 841467476 501( c)(3) 13318 Support the Charitable Purpose of the Organization Humane Society of the Pikes Peak Region 610 Abbott Ln Colorado Springs CO 80905 840410111 501( c)(3) 13235 Support the Charitable Purpose of the Organization Imagination Libraries of Colorado 3000 Lawrence St Denver CO 80205 854295349 501( c)(3) 56362 Support the Charitable Purpose of the Organization Junior Achievement of Southern Colorado 611 Weber St Suite 201 Colorado Springs CO 80903 846009223 501( c)(3) 10180 Support the Charitable Purpose of the Organization Lutheran Family Services Rocky Mountains 108 E Saint Vrain St Colorado Springs CO 80903 840775550 501( c)(3) 23626 Support the Charitable Purpose of the Organization Mount Carmel Center of Excellence DBA Mt Carmel V 530 Communication Cir Colorado Springs CO 80905 811652178 501( c)(3) 85894 Support the Charitable Purpose of the Organization Mount Carmel Health Wellness and Community Center 911 Robinson Ave Trinidad CO 81082 273546373 501( c)(3) 11517 Support the Charitable Purpose of the Organization Partners in Housing Inc 455 Gold Pass Hts Colorado Springs CO 80906 841188208 501( c)(3) 30595 Support the Charitable Purpose of the Organization Peak Education 1645 Murray Blvd Colorado Springs CO 80916 841467174 501( c)(3) 25770 Support the Charitable Purpose of the Organization Pikes Peak Region Peace Officers Memorial Fund 1605 E Pikes Peak Ave Colorado Springs CO 80910 464871424 501( c)(3) 5200 Support the Charitable Purpose of the Organization Rocky Mountain Calvary Chapel Inc 4285 N Academy Blvd Colorado Springs CO 80918 841036345 501( c)(3) 28800 Support the Charitable Purpose of the Organization Ronald McDonald House Charities of Southern Colora 4223 Royal Pine Dr Colorado Springs CO 80920 841013843 501( c)(3) 12424 Support the Charitable Purpose of the Organization Safe Passage 2335 Robinson Street Colorado Springs CO 80904 841241767 501( c)(3) 12536 Support the Charitable Purpose of the Organization Shield 616 13395 Voyager Parkway Ste 130 Colorado Springs CO 80921 474347589 501( c)(3) 5620 Support the Charitable Purpose of the Organization Silver Key Senior Services 1625 S Murray Colorado Springs CO 80916 237109922 501( c)(3) 26181 Support the Charitable Purpose of the Organization Springs Recovery Connection 985 W Fillmore St Colorado Springs CO 80907 471291133 501( c)(3) 10100 Support the Charitable Purpose of the Organization Springs Rescue Mission 5 W Las Vegas St Colorado Springs CO 80903 841340824 501( c)(3) 14036 Support the Charitable Purpose of the Organization TESSA 435 Gold Pass Hts Colorado Springs CO 80906 840746803 501( c)(3) 24816 Support the Charitable Purpose of the Organization The Curators of the University of Missouri Special 407 Reynolds Alumni Ctr Columbia MO 65211 266440629 501( c)(3) 19800 Support the Charitable Purpose of the Organization The Place 423 Cucharras St Colorado Springs CO 80903 841549702 501( c)(3) 24799 Support the Charitable Purpose of the Organization The Resource Exchange Inc 6385 Corporate Drive Suite 301 Colorado Springs CO 80919 840532684 501( c)(3) 12097 Support the Charitable Purpose of the Organization Tri-Lakes Cares 235 N Jefferson St Mounument CO 80132 742501356 501( c)(3) 13369 Support the Charitable Purpose of the Organization Trinity Baptist Church 617 Fountain Blvd Colorado Springs CO 80903 841103583 501( c)(3) 13650 Support the Charitable Purpose of the Organization University of Colorado Foundation 1800 Grant St Ste 725 Denver CO 80203 846049811 501( c)(3) 9000 Support the Charitable Purpose of the Organization Woodmen Valley Chapel 290 Woodmen Rd Colorado Springs CO 80919 840996424 501( c)(3) 5340 Support the Charitable Purpose of the Organization Big Brothers Big Sisters of Colorado Inc 111 S Tejon St 302 Colorado Springs CO 80903 237161796 501(c)(3) 22932 Colorado Springs Sports Corp 1631 Mesa Avenue Ste E Colorado Springs CO 80906 840811908 501(c)(3) 77040 Mile High United Way 711 Park Avenue West Denver CO 80205 840404235 501(c)(3) 18415 Cheyenne Mountain Zoological Society 4250 Cheyenne Mountain Zoo Rd Colorado Springs CO 80906 840407039 501(c)(3) 14675 Diocese of Colorado Springs 228 N Cascade Avenue Colorado Springs CO 80903 840936629 501(c)(3) 11450 Assistance League of Colorado Springs 405 S Nevada Avenue Colorado Springs CO 80903 237029329 501(c)(3) 11339 Holy Apostles Catholic Church 4925 N Carefree Cir Colorado Springs CO 80917 501(c)(3) 10560 Trinidad Community Foundation -CCC Quali 136 W Main Street Rm 204 Trinidad CO 81082 205077446 501(c)(3) 9510 First Evangelical Lutheran Church 1515 N Cascade Avenue Colorado Springs CO 80907 501(c)(3) 7000 Restoration Church Assembly of God 9355 Peaceful Valley Road Colorado Springs CO 80925 501(c)(3) 5363 Project Angel Heart 1625 W Uintah St Suite I Colorado Springs CO 80904 841199481 501(c)(3) 5125 United Way of Battlement to Bells 826 1/2 Grand Avenue Glenwood Springs CO 81601 840888141 501(c)(3) 5092 51 0 Education Scholarships 49 121240 Adopt a Family Program 114 4459 FMV Christmas Gifts Food Distribution Program 7403 546489 FMV Food Adopt a School Program 406 28441 FMV Christmas Gifts Schedule I, Part I, Line 2 United Way monitors the use of grant funds in the United States by performing periodic on-site monitoring of these organizations. On such visits, any audited or unaudited financial statements are reviewed and the use of grant funds examined. Recommendations are given to the grantees based on the findings. Schedule I, Part III, Line 1,2,&3 THE NUMBER OF RECIPIENTS IS BASED ON THE NUMBER OF SCHOLARSHIP RECIPIENTS, THE NUMBER OF STUDENTS/families ESTIMATED TO BE ASSISTED WITH christmas gifts (1-want item, and 1-need item) through the adopt a school and adopt a family programs, AND THE NUMBER OF RECIPIENTS FROM THE FOOD DISTRIBUTION SITE. X X false false false false false false false false false Cindy Aubrey President/CEO 155704 6369 10978 173051 Schedule J, Part I, Line 3 Base compensation was established due to a market analysis at the time of hire. The board each year analyzes current CEO salaries with other CEOs in the local area and will make merit and cost of living increases based on the results. X 1 546689 FMV X Office Supplies 1 9696 FMV 0 false false false Form 990, Part I, Line 1 life resources and real job opportunities. Our signature programs and partner agencies intently focus on connecting youth and their families to resources at the beginning of their life journey to ensure access to fundamental needs of food, shelter and learning resources for all. #strongertogether Form 990, Part III, Line 1 (CON'T)partner agencies intently focus on connecting youth and their families to resources at the beginning of their life journey to ensure access to fundamental needs of food, shelter and learning resources for all. #strongertogether Form 990, Part III, Line 4a (CON'T) We have a separate fund that also provides grants to local non-profits that have experienced some form of unanticipated emergency that will have a significant impact on their ability to serve the public if they do not receive some form of relief. As part of our funds distribution processes, we also use information from our 211 service to help inform our decisions on what programs are most needed in the community. In addition to awarding local grants we also disburse donor contributions to non-profits that have been selected specifically by donors for support. For the year ended June 2024, donors contributed over $730,000 to other non profits through our United Way Campaign, with most of those contributions staying in the local community. Form 990, Part III, Line 4b (CON'T) Our 2-1-1 team also answered almost half of the state's total VITA (Volunteer Income Tax Assistance) calls, ensuring that most families were able to file their taxes for free in order to get their qualified refund for some much-needed financial relief. 2-1-1 helps residents from the 12 counties not only to access lifesaving resources, but also serves as the extended arm of Colorado Springs and El Paso County during a disaster response, coordinating with the Pikes Peak Region Office of Emergency Management to provide information and referral resources to local individuals in the event of emergencies. Form 990, Part III, Line 4c (CON'T) We also run a VITA program (Volunteer Income Tax Assistance) that provides free federal and state tax income preparation for individuals earning less than $64,000 annually. Last year we prepared almost 2,500 income tax returns, both State and Federal, saving clients approximately $200,000 dollars in tax preparation fees and generating over $2.0 million of federal refunds (including Earned Income Tax Credits for low income working individuals) and $3.0 million of state refunds. We also administer the El Paso and Teller County FEMA (Federal Emergency Management Agency) programs that distribute funds to local non-profits in support of basic needs for low-income individuals and families. We also manage a volunteer program that aligns volunteers with local opportunities, including our food distribution, community investment process, VITA programs, and much more. Last year we matched over 2,200 local volunteers with over 10,000 hours of volunteer opportunities, mainly with local partner non-profits and our own programs. Form 990, Part III, Line 4d Family Success Center: The mission of the Pikes Peak United Way Family Success Center is to serve the entire family and empower community members to become financially stable, grow, and accomplish their goals. The Family Success Center is a new initiative, partnering with Harrison School District 2 in southeast Colorado Springs, and using the former Pikes Peak Elementary School to provide a common space that brings together families looking to improve their lives with local non-profits and services that can provide them the support and training they need to accomplish that goal. The programs that will be established include job readiness and training programs, GED/ESL adult education classes, financial readiness for children and adults, a health clinic and benefits enrollment services, parenting classes, summer camp programming for children, career navigation, a child care center for drop in child care, entrepreneur mentorship, life coaching to increase family stability, utilities, rent and mortgage assistance and eviction prevention, free after school sports, and a free grocery store. For the year ended June 2024, over 13,000 individuals received services at the Family Success Center. In addition to these services, we administered the local Colorado Opportunity Scholarship Initiative (COSI), a State funded initiative that provides scholarships and financial assistance to individuals that are trying to improve their earning power through college or university graduation or professional certifications. In the last year we were able to provide financial assistance and scholarship support to over 60 active students in El Paso and Teller Counties. In the last year, we've provided approximately $120,000 of direct support in the form of tuition and expense reimbursement to students trying to improve their job prospects with degrees and certifications from local colleges and universities. Form 990, Part VI, Section B, line 11b A copy of the 990 is provided to the organization's CFO for review before filing. The CFO reviews the 990, makes any recommendations, and then presents the 990 to the Board of directors and Finance Committee for further review and approval. Form 990, Part VI, Section B, Line 12C All staff, board members, interns, and key volunteers are covered by the conflict of interest statement and it is signed every July, In regards to the Board of Directors, if a potential conflict arises, the CEO alerts other board members at that time, the conflict is reviewed and a decision is made within the Board. In regards to staff and interns, the CP of HR (or equivalent position) reviews the conflict and makes the decision with the supervisor. In regards to key volunteers, the VP of HR (or equivalent position) and the Director of Volunteer Resources review the conflict and make that decision. Form 990, Part VI, Section B, Line 15 A&B The process for determining the compensation of the organization's officers and senior management team includes a review and approval by the Board of Directors during the annual budgeting cycle. Compensation is compared with similar personnel for other similar non-profit and for-profit organizations. Finally, a performance factor is incorporated into the data. Specifically, Pikes Peak United Way's senior management team reviewed three different salary surveys from ADP, Colorado Nonprofit Association, and United Way Worldwide. The Organization considered the following when comparing each employee: the actual salary of each employee vs. the salary shown within the survey, the total amount of time the staff person has been on staff, and then the overall performance and impact of the employee. Form 990, Part VI, Section C, Line 19 The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public through the organization's website and on www.guidestar.org. Any documents that are not on these sources are available upon request. Form 990 Part X, Column A, Line 1,2, and 11 COLUMN (A) BEGINNING YEAR BALANCE: LINE 1, CASH, WAS ADJUSTED TO RECLASSIFY INVESTMENT ACCOUNTS AND/OR INTEREST BEARING BANK ACCOUNTS TO LINE 2, SAVINGS AND TEMPORARY CASH INVESTMENTS, AND /OR LINE 4 INVESTMENTS - PUBLICLY TRADED SECURITIES. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS: $30,536 CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST ASSET. Form 990, Part XII, Line 2c The process for overseeing the audit and selecting the audit firm has not changed from prior year.