UNITED WAY MANITOWOC COUNTY INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY MANITOWOC COUNTY INC (EIN 39-1099039)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202503219349321790
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

FieldValueIRS element (for citing)
Return2025-11-17T16:57:05-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390912608PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HAWKINS ASH CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE EAST WALDO BOULEVARD SUITE 5AddressLine1Txt
CityMANITOWOCCityNm
State AbbreviationWIStateAbbreviationCd
ZIP542202912ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391099039EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY MANITOWOC COUNTY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone9206828888PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line133 EAST WALDO BLVD SUITE 2AddressLine1Txt
CityMANITOWOCCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54220ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonASHLEY BENDERPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone9206828888PhoneNum
Signature2025-11-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATT D NEUPreparerPersonNm
PTINP01273729PTIN
Phone9206847128PhoneNum
Preparation2025-11-17PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerASHLEY BENDERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line133 EAST WALDO BLVD SUITE 2AddressLine1Txt
CityMANITOWOCCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54220ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$236,296GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UNITEDWAYMANITOWOCCOUNTY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1930FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionUNITED WAY ENVISIONS A COMMUNITY WHERE ALL CAN THRIVE. UNITED WAY'S MOST SIGNIFICANT ACTIVITIES INCLUDE DONOR SERVICES, VOLUNTEER SERVICES, AND COMMUNITY IMPACT.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers100TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$301,597PYContributionsGrantsAmt
CY Contributions Grants$188,568CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$1,200CYProgramServiceRevenueAmt
PY Investment Income$44,832PYInvestmentIncomeAmt
CY Investment Income$34,822CYInvestmentIncomeAmt
PY Other Revenue-$4,826PYOtherRevenueAmt
CY Other Revenue-$361CYOtherRevenueAmt
PY Total Revenue$341,603PYTotalRevenueAmt
CY Total Revenue$224,229CYTotalRevenueAmt
PY Grants And Similar Paid$60,214PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$58,969CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$171,675PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$230,231CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$65,133CYTotalFundraisingExpenseAmt
PY Other Expenses$120,688PYOtherExpensesAmt
CY Other Expenses$132,192CYOtherExpensesAmt
PY Total Expenses$352,577PYTotalExpensesAmt
CY Total Expenses$421,392CYTotalExpensesAmt
PY Revenues Less Expenses-$10,974PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$197,163CYRevenuesLessExpensesAmt
Total Assets BOY$1,454,988TotalAssetsBOYAmt
Total Assets EOY$1,274,605TotalAssetsEOYAmt
Total Liabilities BOY$65,077TotalLiabilitiesBOYAmt
Total Liabilities EOY$16,934TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,389,911NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,257,671NetAssetsOrFundBalancesEOYAmt
MissionUNITED WAY'S MISSION IS TO IMPROVE LIVES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$60,581ExpenseAmt
Grant$20,781GrantAmt
DescSERVE AS A GO-TO FOR GENEROSITY (DONOR SERVICES): UNITED WAY IS A GO-TO FOR GENEROSITY BY PROVIDING COUNTY-WIDE DONOR SERVICES. UNITED WAY'S DONOR SERVICES INCLUDE PROVIDING DONORS WITH GIVING OPPORTUNITIES IN FOUR SPECIFIC AREAS OF COMMUNITY IMPACT - YOUTH OPPORTUNITY, HEALTH COMMUNITY, COMMUNITY RESILIENCY, AND FINANCIAL SECURITY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$29,827ExpenseAmt
Grant$10,231GrantAmt
DescSERVE AS A HUB FOR VOLUNTEERISM (VOLUNTEER SERVICES): UNITED WAY IS A HUB FOR VOLUNTEERISM BY PROVIDING VOLUNTEER ENGAGEMENT SERVICES THAT CONNECT PEOPLE TO VOLUNTEER OPPORTUNITIES THROUGHOUT MANITOWOC COUNTY.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$81,502ExpenseAmt
Grant$27,957GrantAmt
DescSERVE AS A LEADER OF TRANSFORMATIONAL CHANGE (COMMUNITY IMPACT SERVICE): UNITED WAY IS A LEADER OF TRANSFORMATIONAL CHANGE BY PROVIDING PROGRAMS THAT IMPROVE LIVES. UNITED WAY'S PROGRAMS ADDRESS FOUR SPECIFIC AREAS OF COMMUNITY IMPACT - YOUTH OPPORTUNITY, HEALTHY COMMUNITY, COMMUNITY RESILIENCY, AND FINANCIAL SECURITY.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$171,910TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee4EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASHLEY BENDERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9206828888PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line133 EAST WALDO BLVD SUITE 2AddressLine1Txt
CityMANITOWOCCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54220ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
KIM ROONEY
BOARD CHAIR2.50Yes (X)Yes (X)$0$0$0
JUSTIN HERMAN
TREASURER2.50Yes (X)Yes (X)$0$0$0
HEIDI SOODSMA
BOARD MEMBER1.30Yes (X)$0$0$0
ANDREW MARTZAHL LEFT IN AUGUST
BOARD MEMBER1.30Yes (X)$0$0$0
LAURA FIELDING
BOARD MEMBER1.30Yes (X)$0$0$0
KILEY ECK HAYON
BOARD MEMBER1.30Yes (X)$0$0$0
TERI ZUEGE-HALVORSEN
BOARD MEMBER1.30Yes (X)$0$0$0
JOE BROWN
BOARD MEMBER1.30Yes (X)$0$0$0
MICHAEL ETHERIDGE LEFT IN JUNE
BOARD MEMBER1.30Yes (X)$0$0$0
KATIE JO SHIMULUNAS
BOARD MEMBER1.30Yes (X)$0$0$0
JEANETTE GREENWOOD KANE
BOARD MEMBER1.30Yes (X)$0$0$0
DANIEL HASSEMER
BOARD MEMBER1.30Yes (X)$0$0$0
BETH DRINKWINE
BOARD MEMBER1.30Yes (X)$0$0$0
ASHLEY BENDER
EXECUTIVE DIRECTOR/SECRETA40.00Yes (X)$74,950$0$10,414
FieldValueIRS element (for citing)
Total Reportable Comp From Org$74,950TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$10,414TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$188,568AllOtherContributionsAmt
Noncash Contributions$3,305NoncashContributionsAmt
Total Contributions$188,568TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescSERVICE INCOMEDesc
Business900099BusinessCd
Total Revenue Column$1,200TotalRevenueColumnAmt
Related Or Exempt Func Income$1,200RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,200TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,430TotalRevenueColumnAmt
Exclusion$6,430ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$30,468SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$2,076OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$30,468SecuritiesAmt
Other-$2,076OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$28,392TotalRevenueColumnAmt
Exclusion$28,392ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$8,664FundraisingGrossIncomeAmt
Fundraising Direct Expenses$9,991FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,327TotalRevenueColumnAmt
Exclusion-$1,327ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS REVENUEDesc
Business900099BusinessCd
Total Revenue Column$966TotalRevenueColumnAmt
Related Or Exempt Func Income$966RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$966OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$224,229TotalRevenueColumnAmt
Related Or Exempt Func Income$2,166RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$33,495ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$58,969TotalAmt
Program Services$58,969ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$74,950TotalAmt
Management And General$37,475ManagementAndGeneralAmt
Fundraising$37,475FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$108,959TotalAmt
Program Services$65,028ProgramServicesAmt
Management And General$43,903ManagementAndGeneralAmt
Fundraising$28FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$17,753TotalAmt
Program Services$6,277ProgramServicesAmt
Management And General$7,856ManagementAndGeneralAmt
Fundraising$3,620FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$14,047TotalAmt
Program Services$4,967ProgramServicesAmt
Management And General$6,216ManagementAndGeneralAmt
Fundraising$2,864FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$14,522TotalAmt
Program Services$5,135ProgramServicesAmt
Management And General$6,426ManagementAndGeneralAmt
Fundraising$2,961FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$27,169TotalAmt
Management And General$27,169ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$5,427TotalAmt
Management And General$5,427ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$10,543TotalAmt
Program Services$3,728ProgramServicesAmt
Management And General$4,665ManagementAndGeneralAmt
Fundraising$2,150FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,046TotalAmt
Program Services$2,138ProgramServicesAmt
Management And General$2,675ManagementAndGeneralAmt
Fundraising$1,233FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$33,771TotalAmt
Program Services$11,940ProgramServicesAmt
Management And General$14,943ManagementAndGeneralAmt
Fundraising$6,888FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$32,153TotalAmt
Program Services$11,015ProgramServicesAmt
Management And General$14,785ManagementAndGeneralAmt
Fundraising$6,353FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$460TotalAmt
Program Services$163ProgramServicesAmt
Management And General$204ManagementAndGeneralAmt
Fundraising$93FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$463TotalAmt
Program Services$164ProgramServicesAmt
Management And General$205ManagementAndGeneralAmt
Fundraising$94FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$2,898TotalAmt
Management And General$2,898ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,852TotalAmt
Program Services$655ProgramServicesAmt
Management And General$820ManagementAndGeneralAmt
Fundraising$377FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,894TotalAmt
Program Services$1,377ProgramServicesAmt
Management And General$1,723ManagementAndGeneralAmt
Fundraising$794FundraisingAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescBAD DEBT EXPENSEDesc
Total$7,516TotalAmt
Program Services$354ProgramServicesAmt
Management And General$6,959ManagementAndGeneralAmt
Fundraising$203FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$421,392TotalAmt
Program Services$171,910ProgramServicesAmt
Management And General$184,349ManagementAndGeneralAmt
Fundraising$65,133FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$102,226BOYAmt
EOY$173,897EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$228,415BOYAmt
EOY$5,885EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$69,503BOYAmt
EOY$24,417EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,378BOYAmt
EOY$5,101EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$46,779LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$42,307LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,966BOYAmt
EOY$4,472EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,003,278BOYAmt
EOY$1,056,842EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$44,222BOYAmt
EOY$3,991EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,454,988BOYAmt
EOY$1,274,605EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$19,427BOYAmt
EOY$11,515EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,428BOYAmt
EOY$1,428EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$44,222BOYAmt
EOY$3,991EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$65,077BOYAmt
EOY$16,934EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,148,783BOYAmt
EOY$1,057,804EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$241,128BOYAmt
EOY$199,867EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,389,911BOYAmt
EOY$1,257,671EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,454,988BOYAmt
EOY$1,274,605EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$197,163ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$64,923NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$302,601CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$363,505CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$210,850CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$301,597CurrentTaxYearMinus1YearAmt
Current Tax Year$188,568CurrentTaxYearAmt
Total$1,367,121TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$302,601CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$363,505CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$210,850CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$301,597CurrentTaxYearMinus1YearAmt
Current Tax Year$188,568CurrentTaxYearAmt
Total$1,367,121TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$136,119SubstantialContributorsTotAmt
Public Support Total170$1,231,002PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,126CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,750CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,368CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28,319CurrentTaxYearMinus1YearAmt
Current Tax Year$6,430CurrentTaxYearAmt
Total$87,993TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year$8,664CurrentTaxYearAmt
Total$8,664TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$76CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$210CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15CurrentTaxYearMinus1YearAmt
Current Tax Year$966CurrentTaxYearAmt
Total$1,279TotalAmt
FieldValueIRS element (for citing)
Total Support$1,465,057TotalSupportAmt
Gross Receipts Rltd Activities$298GrossReceiptsRltdActivitiesAmt
Public Support CY1700.84020PublicSupportCY170Pct
Public Support PY1700.85160PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,003,278BeginningYearBalanceAmt
Investment Earnings Or Losses$95,390InvestmentEarningsOrLossesAmt
Other Expenditures$36,399OtherExpendituresAmt
Administrative Expenses$5,426AdministrativeExpensesAmt
End Year Balance$1,056,843EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$910,479BeginningYearBalanceAmt
Investment Earnings Or Losses$138,281InvestmentEarningsOrLossesAmt
Other Expenditures$40,672OtherExpendituresAmt
Administrative Expenses$4,810AdministrativeExpensesAmt
End Year Balance$1,003,278EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,064,179BeginningYearBalanceAmt
Investment Earnings Or Losses-$149,219InvestmentEarningsOrLossesAmt
Administrative Expenses$4,481AdministrativeExpensesAmt
End Year Balance$910,479EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$993,442BeginningYearBalanceAmt
Investment Earnings Or Losses$112,637InvestmentEarningsOrLossesAmt
Other Expenditures$37,100OtherExpendituresAmt
Administrative Expenses$4,800AdministrativeExpensesAmt
End Year Balance$1,064,179EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$889,512BeginningYearBalanceAmt
Investment Earnings Or Losses$137,744InvestmentEarningsOrLossesAmt
Other Expenditures$29,700OtherExpendituresAmt
Administrative Expenses$4,114AdministrativeExpensesAmt
End Year Balance$993,442EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.93918BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.06074PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00008TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,991OtherCostOrOtherBasisAmt
Depreciation$5,991DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$40,788OtherCostOrOtherBasisAmt
Depreciation$36,316DepreciationAmt
Book Value$4,472BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,472TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CERTIFICATE OF DEPOSIT$55,000C
BENEFICIAL INTEREST IN COMMUNITY FOUNDATION$1,001,842F
FieldValueIRS element (for citing)
Total Book Value Securities$1,056,842TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOPERATING LEASE LIABILITYDesc
Amt$3,991Amt
FieldValueIRS element (for citing)
Total Liability$3,991TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationU.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN TAHT WOULD REQUIRE RECOGNITION OF A LIABLITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN MANAGEMENT AND GENERAL EXPENSES IF INCURRED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED AND REVIEWED BY OUR INDEPENDENT ACCOUNTANT, AND THEN PROVIDED TO THE FINANCE COMMITTEE CHAIR. THE FINANCE COMMITTEE CHAIR DISTRIBUTES THE FORM 990 TO THE FINANCE COMMITTEE, GIVING THEM AN OPPORTUNITY TO REVIEW THE INFORMATION AND PREPARE ANY QUESTIONS PRIOR TO THE AUDITORS PRESENTING TO THE COMMITTEE. AFTER THE FINANCE COMMITTEE AND EXECUTIVE COMMITTEE HAVE APPROVED THE FORM 990, IT IS DISTRIBUTED TO THE UNITED WAY BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. AT THE BOARD MEETING, THE FORM 990 IS PRESENTED BY THE FINANCE CHAIR / TREASURER. IF THERE ARE ANY ADDITIONAL QUESTIONS NEEDING CLARIFICATION OR SUPPORTING DOCUMENTATION, FOLLOW-UP WILL BE PROVIDED.
FORM 990, PART VI, SECTION B, LINE 12CALL BOARD AND COMMITTEE MEMBERS MUST SUBMIT A SIGNED CONFLICT OF INTEREST STATEMENT PRIOR TO PARTICIPATING IN BOARD AND/OR COMMITTEE MEETINGS. THESE STATEMENTS ARE FILED AT THE LOCAL UNITED WAY OFFICE AND ARE AVAILABLE UPON REQUEST TO ANY BOARD OR COMMITTEE MEMBER. PRIOR TO ASSIGNING DUTIES FOR ANY UNITED WAY ACTIVITY, THE CHAIR OF THE COMMITTEE DISCUSSES POTENTIAL CONFLICTS OF INTEREST BY WORKING CLOSELY WITH THE UNITED WAY EXECUTIVE DIRECTOR. CONFLICTS OF INTEREST ARE AVOIDED BY PROPERLY DELEGATING TASKS AND MONITORING COMMITTEE OUTCOMES.
FORM 990, PART VI, SECTION B, LINE 15PERFORMANCE EVALUATION OF THE EXECUTIVE DIRECTOR SHALL BE PERFORMED BY THE EXECUTIVE COMMITTEE. THE EVALUATION IS A 360 AND IS BASED ON THE EXECUTIVE DIRECTOR'S ACCOMPLISHMENT OF GOALS AND OBJECTIVES SET JOINTLY BY THE BOARD OF DIRECTORS AND THE EXECUTIVE DIRECTOR AND THE STANDARDS SET BY THE JOB DESCRIPTION. ANY RECOMMENDATIONS FOR SALARY OR BENEFIT ADJUSTMENTS OCCURS ANNUALLY AFTER THE ANNIVERSARY DATE. AN ANALYSIS FOR SIMILAR POSITIONS WITHIN THE GEOGRAPHIC AREA AND THE REVIEW OF MERIT ARE THE MAIN DETERMINANTS TO COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19THE DOCUMENTS ARE AVAILABLE BY REQUEST, FOR REVIEW AT THE UNITED WAY OFFICE.

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