COUNTY UNITED WAY INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- COUNTY UNITED WAY INC (EIN 52-0695477)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-14
- IRS object ID
- 202503189349309800
- Schema version
- 2024v5.2
- 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 | 2025-11-14T13:30:08-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | 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 | 2024-07-01 | 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 | 217 N CENTRE STREET 300 | AddressLine1Txt |
| City | CUMBERLAND | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21502 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELISSA CLARK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3017222700 | PhoneNum |
| Signature | 2025-11-04 | 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 | 2025-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | MELISSA CLARK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 BALTIMORE STREET SUITE 201 | AddressLine1Txt |
| City | CUMBERLAND | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $655,403 | 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 | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 1095 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $447,278 | PYContributionsGrantsAmt |
| CY Contributions Grants | $449,121 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,387 | PYInvestmentIncomeAmt |
| CY Investment Income | $25,010 | CYInvestmentIncomeAmt |
| PY Other Revenue | $62,733 | PYOtherRevenueAmt |
| CY Other Revenue | $55,364 | CYOtherRevenueAmt |
| PY Total Revenue | $511,398 | PYTotalRevenueAmt |
| CY Total Revenue | $529,495 | 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 | $193,226 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $193,561 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $75,389 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $195,139 | PYOtherExpensesAmt |
| CY Other Expenses | $207,029 | CYOtherExpensesAmt |
| PY Total Expenses | $388,365 | PYTotalExpensesAmt |
| CY Total Expenses | $400,590 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $123,033 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $128,905 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,013,964 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,149,630 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $153,921 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $143,685 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $860,043 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,005,945 | 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 | $312,790 | 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 | $312,790 | 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 | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | 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 | 217 N CENTRE STREET SUITE 300 | 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 | |
| KEIRA SHILLING | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| AMBER RUBLE | ||||||
| TREASURER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| KEITH SANDERS | ||||||
| IMMEDIATE PAST PRESIDENT | 2.00 | $0 | $0 | $0 | Yes (X) | |
| MELISSA CLARK | ||||||
| PRESIDENT | 2.00 | $0 | $0 | $0 | Yes (X) | |
| BRANDI RICE | ||||||
| SECRETARY | 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 | $449,121 | FederatedCampaignsAmt |
| Total Contributions | $449,121 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,010 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,010 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $181,272 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $125,908 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,364 | TotalRevenueColumnAmt |
| Exclusion | $55,364 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $529,495 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,010 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $55,364 | 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 | $146,668 | TotalAmt |
| Program Services | $97,988 | ProgramServicesAmt |
| Management And General | $6,880 | ManagementAndGeneralAmt |
| Fundraising | $41,800 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,083 | TotalAmt |
| Program Services | $9,408 | ProgramServicesAmt |
| Management And General | $661 | ManagementAndGeneralAmt |
| Fundraising | $4,014 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,294 | TotalAmt |
| Program Services | $14,226 | ProgramServicesAmt |
| Management And General | $999 | ManagementAndGeneralAmt |
| Fundraising | $6,069 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,516 | TotalAmt |
| Program Services | $7,694 | ProgramServicesAmt |
| Management And General | $540 | ManagementAndGeneralAmt |
| Fundraising | $3,282 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,025 | TotalAmt |
| Program Services | $9,370 | ProgramServicesAmt |
| Management And General | $658 | ManagementAndGeneralAmt |
| Fundraising | $3,997 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,668 | TotalAmt |
| Program Services | $5,123 | ProgramServicesAmt |
| Management And General | $360 | ManagementAndGeneralAmt |
| Fundraising | $2,185 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,205 | TotalAmt |
| Program Services | $805 | ProgramServicesAmt |
| Management And General | $57 | ManagementAndGeneralAmt |
| Fundraising | $343 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,899 | TotalAmt |
| Program Services | $2,605 | ProgramServicesAmt |
| Management And General | $183 | ManagementAndGeneralAmt |
| Fundraising | $1,111 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,245 | TotalAmt |
| Program Services | $113,245 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,601 | TotalAmt |
| Program Services | $4,410 | ProgramServicesAmt |
| Management And General | $310 | ManagementAndGeneralAmt |
| Fundraising | $1,881 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,933 | TotalAmt |
| Program Services | $3,296 | ProgramServicesAmt |
| Management And General | $231 | ManagementAndGeneralAmt |
| Fundraising | $1,406 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LIVE UNITED GRANTS | $22,819 | $22,819 | ||
| EQUIPMENT RENTAL AND MA | $9,245 | $6,176 | $434 | $2,635 |
| MISCELLANEOUS | $7,915 | $5,288 | $371 | $2,256 |
| FEES & LICENSES | $4,776 | $3,191 | $224 | $1,361 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,698 | TotalAmt |
| Program Services | $7,146 | ProgramServicesAmt |
| Management And General | $503 | ManagementAndGeneralAmt |
| Fundraising | $3,049 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400,590 | TotalAmt |
| Program Services | $312,790 | ProgramServicesAmt |
| Management And General | $12,411 | ManagementAndGeneralAmt |
| Fundraising | $75,389 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $502,519 | BOYAmt |
| EOY | $618,196 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,429 | BOYAmt |
| EOY | $59,615 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $42,452 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $32,176 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,489 | BOYAmt |
| EOY | $10,276 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $438,575 | BOYAmt |
| EOY | $454,943 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,952 | BOYAmt |
| EOY | $6,600 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,013,964 | BOYAmt |
| EOY | $1,149,630 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,969 | BOYAmt |
| EOY | $137,085 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,952 | BOYAmt |
| EOY | $6,600 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,921 | BOYAmt |
| EOY | $143,685 | 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 | $386,825 | BOYAmt |
| EOY | $467,258 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $473,218 | BOYAmt |
| EOY | $538,687 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $860,043 | BOYAmt |
| EOY | $1,005,945 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,013,964 | BOYAmt |
| EOY | $1,149,630 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $128,905 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $16,997 | 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 | $460,079 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $489,259 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $403,346 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $447,278 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $449,121 | CurrentTaxYearAmt |
| Total | $2,249,083 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $460,079 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $489,259 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $403,346 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $447,278 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $449,121 | CurrentTaxYearAmt |
| Total | $2,249,083 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $2,249,083 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,903 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,635 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,085 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,387 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,010 | CurrentTaxYearAmt |
| Total | $62,020 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,311,103 | TotalSupportAmt |
| Public Support CY170 | 0.97320 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98240 | 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 | $455,407 | BeginningYearBalanceAmt |
| Contributions | $300 | ContributionsAmt |
| Investment Earnings Or Losses | $41,575 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$22,757 | OtherExpendituresAmt |
| End Year Balance | $474,525 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| 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 |
| 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 | $42,452 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,176 | DepreciationAmt |
| Book Value | $10,276 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,276 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE OBLIGATIONS | Desc |
| Amt | $6,600 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,600 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $883,768 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $16,997 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $211,368 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $125,908 | OtherRevenueAmt |
| Revenue Not Reported | $354,273 | RevenueNotReportedAmt |
| Revenue Subtotal | $529,495 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $529,495 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $737,866 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $211,368 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $125,908 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $337,276 | ExpensesNotReportedAmt |
| Expenses Subtotal | $400,590 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $400,590 | 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 | $10,000 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $10,000 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $31,092 | OtherDirectExpensesEvent1Amt |
| Event2 | STEPS TO BETTER HEALTH | Event2Nm |
| Gross Receipts Event2 | $11,900 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $11,900 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $18,668 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 14 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $159,372 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $159,372 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $76,148 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $181,272 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $181,272 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $125,908 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $125,908 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $55,364 | 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 | PRINTING & PUBLICATIONS: PROGRAM SERVICE EXPENSES 2,258. MANAGEMENT AND GENERAL EXPENSES 159. FUNDRAISING EXPENSES 964. TOTAL EXPENSES 3,381. TELEPHONE & INTERNET: PROGRAM SERVICE EXPENSES 2,145. MANAGEMENT AND GENERAL EXPENSES 151. FUNDRAISING EXPENSES 915. TOTAL EXPENSES 3,211. POSTAGE & SHIPPING: PROGRAM SERVICE EXPENSES 1,676. MANAGEMENT AND GENERAL EXPENSES 118. FUNDRAISING EXPENSES 715. TOTAL EXPENSES 2,509. SUPPLIES: PROGRAM SERVICE EXPENSES 1,067. MANAGEMENT AND GENERAL EXPENSES 75. FUNDRAISING EXPENSES 455. TOTAL EXPENSES 1,597. |
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