UNITED WAY OF LEE COUNTY INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF LEE COUNTY INC (EIN 36-6009288)
- Tax period
- 2012-08-01 to 2013-07-31
- Filed
- 2014-03-17
- IRS object ID
- 201430769349300208
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-03-17T10:34:50-05:00 | Timestamp |
| Tax Period End Date | 2013-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390758449 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 EAST FIRST STREET SUITE 200 | AddressLine1 |
| City | DIXON | City |
| State | IL | State |
| ZIP Code | 61021 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366009288 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF LEE COUNTY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 8152843339 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 382 | AddressLine1 |
| City | DIXON | City |
| State | IL | State |
| ZIP Code | 61021 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHAD NICKLAUS | Name |
| Title | PRESIDENT | Title |
| Phone | 8152880700 | Phone |
| Date Signed | 2014-03-17 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFERY L JOHNSON CPA | Name |
| PTIN | P01251758 | PTIN |
| Phone | 8152843331 | Phone |
| Date Prepared | 2014-03-17 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CHAD NICKLAUS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1314 N GALENA AVE | AddressLine1 |
| City | DIXON | City |
| State | IL | State |
| ZIP Code | 61021 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 399433 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UNITEDWAYOFLEECOUNTY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1958 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | SOLICITATING PUBLIC DONATIONS TO ASSIST WITH FUNDING OTHER CHARITABLE AND COMMUNITY ORGANIZATIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1 | TotalNbrEmployees |
| Total Nbr Volunteers | 25 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 363963 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 394756 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1186 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1031 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2632 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3646 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 367781 | TotalRevenuePriorYear |
| Total Revenue Current Year | 399433 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 342145 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 320638 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 29364 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 30293 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 11552 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 27011 | OtherExpensePriorYear |
| Other Expenses Current Year | 28548 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 398520 | TotalExpensesPriorYear |
| Total Expenses Current Year | 379479 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -30739 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 19954 | RevenuesLessExpensesCY |
| Total Assets BOY | 126450 | TotalAssetsBOY |
| Total Assets EOY | 143120 | TotalAssetsEOY |
| Total Liabilities BOY | 3878 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 594 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 122572 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 142526 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO SUPPORT IN EXCESS OF THIRTY CHARITABLE AND COMMUNITY ORGANIZATIONS THAT PROVIDE SOCIAL, FAMILY, MEDICAL, YOUTH ACTIVITY, CHILD CARE, AND SPORTS PROGRAMS IN THE LEE COUNTY AREA. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 320638 | Expense |
| Grants | 320638 | Grants |
| Revenue | 394756 | Revenue |
| Description | RAISED FUNDS AND GAVE BACK OVER 75% TO OTHER LOCAL CHARITABLE AND COMMUNITY ORGANIZATIONS AS PURSUANT TO THE ORGANIZATION'S MISSION STATEMENT. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/A - ONLY ONE PROGRAM WITHIN THE ORGANIZATION | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/A - ONLY ONE PROGRAM WITHIN THE ORGANIZATION | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 320638 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 1 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN HOHLEN EXEC DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8152843339 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 382 | AddressLine1 |
| City | DIXON | City |
| State | IL | State |
| ZIP Code | 61021 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| PATTI BALAYTI | |||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 |
| TIM BROOS | |||||
| VICE PRESIDENT | 1.00 | X | 0 | 0 | 0 |
| DANA CONSIDINE | |||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 |
| KATIE DALLAM-PRATT | |||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 |
| MIKE GRADY | |||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 |
| LESLIE HAENITSCH | |||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 |
| GLEN HUGHES | |||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 |
| TOM KITSON | |||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 |
| JODI MURDOCK | |||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 |
| CHAD NICKLAUS | |||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 |
| SARAH PARTINGTON | |||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 |
| CHRIS PLACHNO | |||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 |
| SAM RAMIREZ | |||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 |
| MIKE SMITH | |||||
| SECRETARY/TREASURER | 1.00 | X | 0 | 0 | 0 |
| CHAD STEPHENS | |||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 |
| JOHN VARGA JR | |||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 |
| CHAD WEIGLE | |||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 |
| JAMIE CURIA | |||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 |
| JULIE HELFRICH | |||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 |
| PAM TOURTILLOTT | |||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 394756 | FundraisingEvents |
| Total Contributions | 394756 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1031 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1031 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 394756 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RAFFLE DRAWING | 900099 | 2625 | 2625 |
| CAMPAIGN DINNER | 900099 | 1021 | 1021 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3646 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 399433 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4677 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 320638 | Total |
| Program Services | 320638 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26226 | Total |
| Management And General | 26226 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1049 | Total |
| Management And General | 1049 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3018 | Total |
| Management And General | 3018 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5500 | Total |
| Management And General | 5500 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 535 | Total |
| Fundraising | 535 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2272 | Total |
| Management And General | 2272 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144 | Total |
| Management And General | 144 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1066 | Total |
| Management And General | 1066 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| OTHER FUNDRAISING | 7891 | 7891 | |
| FAIR SHARE | 3644 | 3644 | |
| TELEPHONE | 1832 | 1832 | |
| BROCHURES AND PRINTING | 1589 | 1589 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4075 | Total |
| Management And General | 2538 | ManagementAndGeneral |
| Fundraising | 1537 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 379479 | Total |
| Program Services | 320638 | ProgramServices |
| Management And General | 47289 | ManagementAndGeneral |
| Fundraising | 11552 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68410 | BOY |
| EOY | 84073 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58040 | BOY |
| EOY | 59047 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126450 | BOY |
| EOY | 143120 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3878 | BOY |
| EOY | 594 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3878 | BOY |
| EOY | 594 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122572 | BOY |
| EOY | 142526 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122572 | BOY |
| EOY | 142526 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126450 | BOY |
| EOY | 143120 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 19954 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 434439 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 430059 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 400754 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 363963 | CurrentTaxYearMinus1Year |
| Current Tax Year | 394756 | CurrentTaxYear |
| Total | 2023971 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1790 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1855 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1559 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2632 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3646 | CurrentTaxYear |
| Total | 11482 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 436229 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 431914 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 402313 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 366595 | CurrentTaxYearMinus1Year |
| Current Tax Year | 398402 | CurrentTaxYear |
| Total | 2035453 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 2035453 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2038 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1622 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1277 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1186 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1031 | CurrentTaxYear |
| Total | 7154 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2038 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1622 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1277 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1186 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1031 | CurrentTaxYear |
| Total | 7154 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 438267 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 433536 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 403590 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 367781 | CurrentTaxYearMinus1Year |
| Current Tax Year | 399433 | CurrentTaxYear |
| Total | 2042607 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99650 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99560 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00350 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00440 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PAYROLL LIABILITIES | Description |
| Amount | $594 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 594 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 399433 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 399433 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 399433 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 379479 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 379479 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 379479 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PART X, LINE 2: THE ORGANIZATION TAKES NO UNCERTAIN TAX POSITIONS UNDER FIN 48. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | VARIOUS | NameOfEvent1 |
| Gross Receipts Event1 | 394756 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 394756 | CharitableContributionsEvent1 |
| Gross Receipts Total | 394756 | GrossReceiptsTotal |
| Charitable Contributions Total | 394756 | CharitableContributionsTotal |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (21 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|
| AL MORRISON BASEBALL | |||||
| 2015 N BRINTON AVE | DIXON | IL | 61021 | 7360 | OPERATING GRANT - COMMUNITY WELL-BEING |
| AMBOY EDUCATION FOUNDATION | |||||
| 11 E HAWLEY AVE | AMBOY | IL | 61310 | 5520 | OPERATING GRANT - COMMUNITY WELL-BEING |
| AMERICAN RED CROSS | |||||
| 215 E FIRST STREET | DIXON | IL | 61021 | 13800 | OPERATING GRANT - COMMUNITY WELL-BEING |
| PADS HOMELESS SHELTER | |||||
| 805 WASHINGTON AVE | DIXON | IL | 61021 | 14720 | OPERATING GRANT - COMMUNITY WELL-BEING |
| BRIGHT BEGINNINGS | |||||
| 1600 WHIPPLE DRIVE | DIXON | IL | 61021 | 12880 | OPERATING GRANT - COMMUNITY WELL-BEING |
| CATHOLIC CHARITIES | |||||
| 801 W 11TH ST | STERLING | IL | 61081 | 9200 | OPERATING GRANT - COMMUNITY WELL-BEING |
| DIXON FAMILY YMCA | |||||
| 110 N GALENA AVENUE | DIXON | IL | 61021 | 23000 | OPERATING GRANT - COMMUNITY WELL-BEING |
| GIRL SCOUTS OF GREEN HILLS | |||||
| 5040 BUSINESS ROUTE 20 WEST | FREEPORT | IL | 61032 | 8280 | OPERATING GRANT - COMMUNITY WELL-BEING |
| HOME OF HOPE OF THE ROCK RIVER VALLEY | |||||
| 1637 PLOCK ROAD | DIXON | IL | 61021 | 11040 | OPERATING GRANT - COMMUNITY WELL-BEING |
| KREIDER SERVICES | |||||
| PO BOX 366 | DIXON | IL | 61021 | 12880 | OPERATING GRANT - COMMUNITY WELL-BEING |
| LEE COUNTY CASA | |||||
| 113 S PEORIA AVE | DIXON | IL | 61021 | 13800 | OPERATING GRANT - COMMUNITY WELL-BEING |
| LEE COUNTY COUNCIL ON AGING | |||||
| 100 W SECOND STREET | DIXON | IL | 61021 | 25300 | OPERATING GRANT - COMMUNITY WELL-BEING |
| LUTHERAN SOCIAL SERVICES OF ILLINOIS | |||||
| 1247 N GALENA AVENUE | DIXON | IL | 61021 | 57431 | OPERATING GRANT - COMMUNITY WELL-BEING |
| OPEN SESAME CHILD CARE | |||||
| 1101 MIDDLE ROAD | DIXON | IL | 61021 | 12880 | OPERATING GRANT - COMMUNITY WELL-BEING |
| SALVATION ARMY | |||||
| 1101 WARP ROAD | PEORIA | IL | 61603 | 9200 | OPERATING GRANT - COMMUNITY WELL-BEING |
| SHINING STAR CHILD ADVOCACY CENTER | |||||
| 215 E FIRST STREET STE 110 | DIXON | IL | 61021 | 9200 | OPERATING GRANT - COMMUNITY WELL-BEING |
| TEEN TURF | |||||
| 235 W MAIN STREET | AMBOY | IL | 61310 | 19320 | OPERATING GRANT - COMMUNITY WELL-BEING |
| TRI-COUNTY OPPORTUNITIES COUNCIL | |||||
| 405 EMMONS AVENUE - PO BOX 610 | ROCK FALLS | IL | 61071 | 11500 | OPERATING GRANT - COMMUNITY WELL-BEING |
| VOLUNTEER CARE CENTER | |||||
| 403 E FIRST STREET | DIXON | IL | 61021 | 6440 | OPERATING GRANT - COMMUNITY WELL-BEING |
| YWCA OF THE SAUK VALLEY | |||||
| 115 W FIRST STREET | DIXON | IL | 61021 | 12926 | OPERATING GRANT - COMMUNITY WELL-BEING |
| GOOD FELLOWS | |||||
| PO BOX 674 | DIXON | IL | 61021 | 6000 | OPERATING GRANT - COMMUNITY WELL-BEING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 21 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: ALL GRANT ALLOCATIONS ARE SET BY THE ORGANIZATION'S BOARD OF DIRECTORS SEVERAL MONTHS IN ADVANCE AND A DETAILED SCHEDULE IS REVIEWED AT EVERY BOARD MEETING. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S BOARD OF DIRECTORS WILL REVIEW THE PRELIMINARY FORM 990 BEFORE IT IS FILED BY THE ORGANIZATION'S ACCOUNTANTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNITED WAY OF LEE COUNTY MAINTAINS ITS OWN WEBSITE AND MAKES ANY PUBLIC INFORMATION AVAILABLE UPON REQUEST. |