UNITED WAY OF WINNESHIEK COUNTY INC: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF WINNESHIEK COUNTY INC (EIN 42-1104757)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2025-02-14
- IRS object ID
- 202510459349201216
- Schema version
- 2023v6.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-14T15:41:27-05:00 | ReturnTs |
| Tax Period End | 2024-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421040336 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HACKER NELSON & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 507 | AddressLine1Txt |
| City | DECORAH | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421104757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF WINNESHIEK COUNTY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 5633829661 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 165 | AddressLine1Txt |
| City | DECORAH | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETE VOGEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5633829661 | PhoneNum |
| Signature | 2025-02-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTI L MEYER | PreparerPersonNm |
| PTIN | P01245113 | PTIN |
| Phone | 5633823637 | PhoneNum |
| Preparation | 2025-02-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.UNITEDWAYWINNCO.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $97,594 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $78,440 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $2,011 | InvestmentIncomeAmt |
| Fundraising Gross Income | $17,143 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $3,325 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $13,818 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $94,269 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $74,150 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $4,697 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $549 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $4,089 | OtherExpensesTotalAmt |
| Total Expenses | $83,485 | TotalExpensesAmt |
| Excess Or Deficit For Year | $10,784 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $112,176 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $122,960 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,176 | BOYAmt |
| EOY | $122,960 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,176 | BOYAmt |
| EOY | $122,960 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,176 | BOYAmt |
| EOY | $122,960 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO ENRICH LIVES IN THE WINNESHIEK COUNTY AREA BY PROVIDING LEADERSHIP, ADVOCACY, AND RESOURCES. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| THE ORGANIZATION HAS AN ASSOCIATION WITH THE UNITED WAY OF AMERICA. ITS PURPOSE IS TO RAISE FUNDS WITHIN WINNESHIEK COUNTY, IOWA AND THEN DISBURSE SUCH FUNDS TO ELIGIBLE NON-PROFIT AGENCIES WITHIN THE COUNTY. | $74,150 | $74,150 |
| THE ORGANIZATION HAS AN ASSOCIATION WITH THE UNITED WAY OF AMERICA. ITS PURPOSE IS TO RAISE FUNDS WITHIN WINNESHIEK COUNTY, IOWA AND THEN DISBURSE SUCH FUNDS TO ELIGIBLE NON-PROFIT AGENCIES WITHIN THE COUNTY. | $2,016 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $76,166 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (15 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| PETE VOGEL | ||
| PRESIDENT | 1.00 | $0 |
| CHRISTOPHER MICULINICH | ||
| VICE PRESIDE | 1.00 | $0 |
| LINNEA RAHLF | ||
| TREASURER | 1.00 | $0 |
| ERICA KNUTSON | ||
| FINANCIAL SE | 1.00 | $0 |
| JANE STORLIE | ||
| SECRETARY | 1.00 | $0 |
| TIFFANY SWEENEY | ||
| BOARD MEMBER | 1.00 | $0 |
| LAURA BARLAMENT | ||
| BOARD MEMBER | 1.00 | $0 |
| SAM BLATT | ||
| BOARD MEMBER | 1.00 | $0 |
| JUDY MOWRY | ||
| BOARD MEMBER | 1.00 | $0 |
| ELISE MULLEN | ||
| BOARD MEMBER | 1.00 | $0 |
| ROBERT CLAY | ||
| BOARD MEMBER | 1.00 | $0 |
| RACHEL PALMER | ||
| BOARD MEMBER | 1.00 | $0 |
| MATT TAPSCOTT | ||
| BOARD MEMBER | 1.00 | $0 |
| MARIANNA JUAREZ | ||
| BOARD MEMBER | 1.00 | $0 |
| ASHLEY BAKER | ||
| PAST PRESIDE | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINNEA RAHLF | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 165 | AddressLine1Txt |
| City | DECORAH | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5633829661 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $121,561 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $93,682 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $93,727 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,118 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $78,440 | CurrentTaxYearAmt |
| Total | $445,528 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,506 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,414 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,676 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,396 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,154 | CurrentTaxYearAmt |
| Total | $54,146 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $133,067 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $97,096 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $98,403 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $73,514 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,594 | CurrentTaxYearAmt |
| Total | $499,674 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $499,674 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $765 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $159 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $146 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,054 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,011 | CurrentTaxYearAmt |
| Total | $4,135 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $765 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $159 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $146 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,054 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,011 | CurrentTaxYearAmt |
| Total | $4,135 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $133,832 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $97,255 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $98,549 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $74,568 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $99,605 | CurrentTaxYearAmt |
| Total | $503,809 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99180 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99690 | PublicSupportPY509Pct |
| Investment Income CY | 0.01000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $17,143 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $17,143 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $3,325 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $17,143 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $17,143 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,325 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $3,325 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $13,818 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | NAME: NON-PROFIT AGENCIES OF WINN. COUNTY ADDRESS: VARIOUS DECORAH, IA 52101 CASH CONTRIBUTION: 74,150 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES ADVERTISING AND PROMOTION 924 OFFICE 1,060 INSURANCE 1,240 LICENSES & PERMITS 40 MISCELLANEOUS 200 DUES 625 TOTAL 4,089 |
| FORM 990-EZ, PART III | TO ENRICH LIVES IN THE WINNESHIEK COUNTY AREA BY PROVIDING LEADERSHIP, ADVOCACY, AND RESOURCES. |
| FORM 990-EZ, PART III, LINE 31 | THE ORGANIZATION HAS AN ASSOCIATION WITH THE UNITED WAY OF AMERICA. ITS PURPOSE IS TO RAISE FUNDS WITHIN WINNESHIEK COUNTY, IOWA AND THEN DISBURSE SUCH FUNDS TO ELIGIBLE NON-PROFIT AGENCIES WITHIN THE COUNTY. |