UNITED WAY OF LAKE COUNTY INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF LAKE COUNTY INC (EIN 36-2167949)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-02-21
- IRS object ID
- 202530529349301453
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-21T11:13:41-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 N CLARK ST STE 200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167949 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF LAKE COUNTY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 8477751000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 SOUTH GREENLEAF STREET | AddressLine1Txt |
| City | GURNEE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60031 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTI LONG | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 3128560200 | PhoneNum |
| Signature | 2025-02-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIDGET ROCHE | PreparerPersonNm |
| PTIN | P00666837 | PTIN |
| Phone | 3128560200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KRISTI LONG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 SOUTH GREENLEAF STREET | AddressLine1Txt |
| City | GURNEE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60031 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,926,029 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.LIVEUNITEDLAKECOUNTY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1940 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | UNITING LEADERSHIP AND RESOURCES TO CREATE LASTING CHANGE THAT WILL AND SAVE (CONTINUED IN SCH. O) LIVES IN LAKE COUNTY, ILLINOIS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 28 | TotalEmployeeCnt |
| Total Volunteers | 1270 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,501,115 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,439,641 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,348 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,870 | CYProgramServiceRevenueAmt |
| PY Investment Income | $107,245 | PYInvestmentIncomeAmt |
| CY Investment Income | $473,867 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$27,065 | PYOtherRevenueAmt |
| CY Other Revenue | -$12,986 | CYOtherRevenueAmt |
| PY Total Revenue | $6,589,643 | PYTotalRevenueAmt |
| CY Total Revenue | $8,903,392 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,527,353 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,928,831 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,150,658 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,981,309 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $648,127 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,148,501 | PYOtherExpensesAmt |
| CY Other Expenses | $2,063,306 | CYOtherExpensesAmt |
| PY Total Expenses | $6,826,512 | PYTotalExpensesAmt |
| CY Total Expenses | $8,973,446 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$236,869 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$70,054 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,933,960 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,023,704 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,051,555 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,114,455 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,882,405 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,909,249 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO UNITE LEADERSHIP AND RESOURCES FOR LASTING CHANGE, BY FOCUSING ON MEETING THE FINANCIAL, SOCIAL, AND EDUCATIONAL NEEDS OF FAMILIES AND INDIVIDUALS TO IMPROVE THEIR QUALITY OF LIFE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,985,786 | ExpenseAmt |
| Grant | $2,516,131 | GrantAmt |
| Revenue | $2,870 | RevenueAmt |
| Desc | PROGRAM ACHIEVEMENTS INCLUDE SENDING DESIGNATIONS TO OTHER 501(C)(3) ORGANIZATIONS, SOME OF WHICH ARE PAID DIRECTLY BY THE DONOR, AND OTHER EXEMPT PURPOSE ACHIEVEMENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $734,731 | ExpenseAmt |
| Grant | $62,000 | GrantAmt |
| Desc | SUCCESS BY SIX: CHILDREN ENTER KINDERGARTEN READY TO SUCCEED. THIS IS ACHIEVED THROUGH A COMBINATION OF DIRECT SERVICE AND GRANTS TO PROGRAM PARTNERS. GRANTS TO THE COMMUNITY TOTALED $111,000. THERE WERE 5 AGENCIES INVOLVED THAT SERVED 225 CLIENTS IN 2024. THESE PROGRAMS ENSURED CHILDREN ENTER KINDERGARTEN WITH THE SKILLS THEY NEED TO BE SUCCESSFUL IN SCHOOL. DIRECT SERVICE PROGRAMS HAVE A COMBINED SPEND OF $682,385. INCLUDED KINDERGARTEN COUNTDOWN CAMP SERVING 142 CHILDREN AND EARLY LEARNING CLUBS SERVING 1,850 CHILDREN. THESE PROGRAMS MEET THE GOAL: CHILDREN ENTER KINDERGARTEN WITH THE SKILLS THEY NEED TO BE SUCCESSFUL IN SCHOOL. DIRECT SERVICE PROGRAMS BETTER TOGETHER SERVED 72 FAMILIES AND 780 FAMILIES SUBSCRIBED TO BRIGHT BY TEXT.(SEE SCHEDULE O) THOSE PROGRAMS MEET THE GOAL: PARENTS BECOME THEIR CHILD'S FIRST TEACHER AND PARENTS OF CHILDREN 0-11 HAVE TIPS TO ENSURE THEIR CHILDREN THRIVE.RESOURCES INCLUDED 18,450 KINDERGARTEN READINESS CALENDARS DISTRIBUTED TO CHILDREN AGE 4-6. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,885,475 | ExpenseAmt |
| Grant | $2,296,200 | GrantAmt |
| Desc | 211/SAFE & STABLE FAMILIES: A FREE, CONFIDENTIAL, MULTILINGUAL, 24/7, 365 DAYS PER YEAR INFORMATION AND REFERRAL HELPLINE. PROVIDES INFORMATION AND REFERRALS TO PEOPLE IN NEED USING PHONE CALLS, TEXT MESSAGING AND ONLINE SEARCHABLE DATABASES. TRAINED SPECIALISTS ASSIST INDIVIDUALS AND FAMILIES IN NEED WITH ACCESS TO AVAILABLE HEALTH AND HUMAN SERVICES: SUCH AS FOOD, EMERGENCY SHELTER, RENT AND UTILITY ASSISTANCE, HEALTH CLINCS, SUBSTANCE ABUSE AND MENTAL HEALTH COUNSELING, AND MORE. 8,903 CONTACTS WERE MADE TO 211 RESULTING IN 11,955 NEEDS AND 14,505 REFERRALS WITH A SPEND OF $1,031,000. THE GREATEST NEEDS ADDRESSED INCLUDED HOUSING AND SHELTER (45%) UTILITIES (11%), FOOD (7%), EMPLOYMENT AND INCOME (6%), AND HEALTHCARE (6%). | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $312,928 | ExpenseAmt |
| Grant | $54,500 | GrantAmt |
| Desc | YOUTH SUCCESS HAS A SPEND OF APPROXIMATELY $277,894 . IT MEETS THE GOAL: STUDENTS STAYING ON TRACK TO GRADUATION WHILE HAVING ACCESS TO THE CRITICAL SUPPORT, MENTORSHIP, AND RESOURCES TO SUCCEED IN SCHOOL, WORK, AND LIFE. DIRECT SERVICE PROGRAMS INCLUDE PARENT MENTOR PROGRAM (1100 STUDENTS AND 48 PARENTS) AND BREAKFAST CLUB (36 STUDENTS). RESOURCES INCLUDE (3072 BACKPACKS, 100 TEACHER KITS, 10 SENSORY PATHS, AND 15 LEARNING TRAILS). STUDENTS RECEIVED MENTORSHIP IN ACADEMICS, SOCIAL EMOTIONAL SUPPORT, AND GUIDANCE TO DEVELOP THE SKILLS NEEDED TO SUCCEED. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $312,928 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $54,500 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $7,918,920 | 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | Yes (1) | 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 | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 28 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | 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 | Yes (1) | 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 | 0 | LocalChaptersInd |
| 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRISTI LONG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8477751019 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 SOUTH GREENLEAF STREET | AddressLine1Txt |
| City | GURNEE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60031 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| KRISTI LONG | ||||||||
| PRESIDENT & CEO | 50.00 | 0.00 | Yes (X) | Yes (X) | $213,844 | $0 | $28,627 | |
| JOE GARNETT | ||||||||
| BOARD CHAIR | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GLENDA G ABBOTT | ||||||||
| COMMUNITY IMPACT CHAIR | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| IRENE HRUSOVSKY | ||||||||
| 211 ADVISORY COUNCIL CHAIR | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SAMER SALEH | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANDREW WARRINGTON | ||||||||
| TREASURER | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CLARENCE BERRY | ||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE CARLSON | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DRU GARCIA | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE GORDON | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL GOULD | ||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE HANSEN | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DERRICK HARDEN | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEMAR HARRIS | ||||||||
| AT LARGE MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM HUDSON | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| J KEVIN HUNTER | ||||||||
| BOARD MEMBER (AS OF 10/23) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN IDLEBURG | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDI JOHNSON | ||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARISA LIVINGSTON | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICE MALONEY-KNAUFF | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| J RAMON RIVERA | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW RIZZIE | ||||||||
| BOARD MEMBER (AS OF 10/23) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LUPE RODRIGUEZ | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JESUS RUIZ | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK SCHWEITZER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CARL SKOOG | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TARA THOMAS-VEAL | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TEJAL VEKHARIA | ||||||||
| AT LARGE MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN YARGOSZ | ||||||||
| BOARD MEMBER (AS OF 10/23) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES Q SNODGRASS | ||||||||
| VP RESOURCE DEVELOPMENT | 50.00 | 0.00 | $142,394 | $0 | $18,186 | Yes (X) | ||
| GAIL GRAVES | ||||||||
| VP OF COMMUNITY IMPACT | 50.00 | 0.00 | $106,961 | $0 | $26,070 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $463,199 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $72,883 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF METROPOLITAN CHICAGO | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 MERCHANDISE MART PLZ STE 633 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60654 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | ADMIN SERVICES | ServicesDesc |
| Compensation | $144,341 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $36,486 | FederatedCampaignsAmt |
| Fundraising | $357,178 | FundraisingAmt |
| Government Grants | $3,404,059 | GovernmentGrantsAmt |
| All Other Contributions | $4,641,918 | AllOtherContributionsAmt |
| Noncash Contributions | $74,236 | NoncashContributionsAmt |
| Total Contributions | $8,439,641 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DESIGNATION FEES | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $2,870 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,870 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,870 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $141,739 | TotalRevenueColumnAmt |
| Exclusion | $141,739 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,328,828 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $996,700 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $332,128 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $332,128 | TotalRevenueColumnAmt |
| Exclusion | $332,128 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $12,951 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $357,178 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $25,937 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$12,986 | TotalRevenueColumnAmt |
| Exclusion | -$12,986 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,903,392 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,870 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $460,881 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,928,831 | TotalAmt |
| Program Services | $4,928,831 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,994 | TotalAmt |
| Program Services | $107,462 | ProgramServicesAmt |
| Management And General | $81,424 | ManagementAndGeneralAmt |
| Fundraising | $40,108 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,366,126 | TotalAmt |
| Program Services | $923,367 | ProgramServicesAmt |
| Management And General | $124,378 | ManagementAndGeneralAmt |
| Fundraising | $318,381 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,107 | TotalAmt |
| Program Services | $55,780 | ProgramServicesAmt |
| Management And General | $10,149 | ManagementAndGeneralAmt |
| Fundraising | $21,178 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,628 | TotalAmt |
| Program Services | $119,127 | ProgramServicesAmt |
| Management And General | $22,356 | ManagementAndGeneralAmt |
| Fundraising | $31,145 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,454 | TotalAmt |
| Program Services | $81,487 | ProgramServicesAmt |
| Management And General | $16,078 | ManagementAndGeneralAmt |
| Fundraising | $28,889 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $436,908 | TotalAmt |
| Program Services | $331,489 | ProgramServicesAmt |
| Management And General | $42,995 | ManagementAndGeneralAmt |
| Fundraising | $62,424 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215 | TotalAmt |
| Program Services | $107 | ProgramServicesAmt |
| Management And General | $44 | ManagementAndGeneralAmt |
| Fundraising | $64 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,253 | TotalAmt |
| Program Services | $29,077 | ProgramServicesAmt |
| Management And General | $9,466 | ManagementAndGeneralAmt |
| Fundraising | $13,710 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,928 | TotalAmt |
| Program Services | $10,929 | ProgramServicesAmt |
| Management And General | $4,492 | ManagementAndGeneralAmt |
| Fundraising | $6,507 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $855,141 | TotalAmt |
| Program Services | $821,815 | ProgramServicesAmt |
| Management And General | $21,150 | ManagementAndGeneralAmt |
| Fundraising | $12,176 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,979 | TotalAmt |
| Program Services | $112,353 | ProgramServicesAmt |
| Management And General | $5,933 | ManagementAndGeneralAmt |
| Fundraising | $10,693 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,677 | TotalAmt |
| Program Services | $81,627 | ProgramServicesAmt |
| Management And General | $3,257 | ManagementAndGeneralAmt |
| Fundraising | $4,793 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,633 | TotalAmt |
| Program Services | $18,816 | ProgramServicesAmt |
| Management And General | $2,784 | ManagementAndGeneralAmt |
| Fundraising | $4,033 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,515 | TotalAmt |
| Program Services | $67,374 | ProgramServicesAmt |
| Management And General | $24,455 | ManagementAndGeneralAmt |
| Fundraising | $35,686 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,952 | TotalAmt |
| Program Services | $16,582 | ProgramServicesAmt |
| Management And General | $809 | ManagementAndGeneralAmt |
| Fundraising | $3,561 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,795 | TotalAmt |
| Program Services | $35,443 | ProgramServicesAmt |
| Management And General | $1,637 | ManagementAndGeneralAmt |
| Fundraising | $3,715 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,786 | TotalAmt |
| Program Services | $29,797 | ProgramServicesAmt |
| Management And General | $12,248 | ManagementAndGeneralAmt |
| Fundraising | $17,741 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,566 | TotalAmt |
| Program Services | $36,166 | ProgramServicesAmt |
| Management And General | $14,867 | ManagementAndGeneralAmt |
| Fundraising | $21,533 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,235 | TotalAmt |
| Program Services | $11,580 | ProgramServicesAmt |
| Management And General | $4,760 | ManagementAndGeneralAmt |
| Fundraising | $6,895 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UNCOLLECTABLE PLEDGES | $89,000 | $89,000 | ||
| MEMBERSHIP DUES | $7,276 | $3,752 | $1,439 | $2,085 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,447 | TotalAmt |
| Program Services | $6,959 | ProgramServicesAmt |
| Management And General | $1,678 | ManagementAndGeneralAmt |
| Fundraising | $2,810 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,973,446 | TotalAmt |
| Program Services | $7,918,920 | ProgramServicesAmt |
| Management And General | $406,399 | ManagementAndGeneralAmt |
| Fundraising | $648,127 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300 | BOYAmt |
| EOY | $168 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,721,299 | BOYAmt |
| EOY | $1,979,378 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,409,657 | BOYAmt |
| EOY | $1,927,767 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,548 | BOYAmt |
| EOY | $69,618 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,282,050 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,103,517 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,226,470 | BOYAmt |
| EOY | $1,178,533 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,550,686 | BOYAmt |
| EOY | $4,868,240 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,933,960 | BOYAmt |
| EOY | $10,023,704 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $455,884 | BOYAmt |
| EOY | $408,616 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $590,671 | BOYAmt |
| EOY | $653,581 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000 | BOYAmt |
| EOY | $52,258 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,051,555 | BOYAmt |
| EOY | $1,114,455 | 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 | $5,112,693 | BOYAmt |
| EOY | $5,340,155 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,769,712 | BOYAmt |
| EOY | $3,569,094 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,882,405 | BOYAmt |
| EOY | $8,909,249 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,933,960 | BOYAmt |
| EOY | $10,023,704 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$70,054 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $96,898 | 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 | $9,176,843 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,000,035 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,545,869 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,501,115 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,353,970 | CurrentTaxYearAmt |
| Total | $36,577,832 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,176,843 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,000,035 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,545,869 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,501,115 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,353,970 | CurrentTaxYearAmt |
| Total | $36,577,832 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,758,016 | SubstantialContributorsTotAmt |
| Public Support Total170 | $33,819,816 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $118,425 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $85,449 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $86,593 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $108,012 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $141,739 | CurrentTaxYearAmt |
| Total | $540,218 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,806 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $9,230 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,624 | CurrentTaxYearAmt |
| Total | $30,660 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $37,148,710 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $31,064 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.91040 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97780 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | FUNDRAISING GROSS RECEIPTS - 2019 AMOUNT: $ 11,806. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 9,230. 2023 AMOUNT: $ 9,624. | ExplanationTxt |
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 | $4,284,039 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $530,201 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $229,100 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,585,140 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,147,195 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $432,973 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $296,130 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,284,038 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,981,546 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$665,388 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $168,962 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,147,196 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,084,264 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,123,020 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $225,738 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,981,546 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,563,598 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$39,240 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $440,094 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,084,264 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.53920 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.46080 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $200,000 | OtherCostOrOtherBasisAmt |
| Book Value | $200,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,141,359 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,216,374 | DepreciationAmt |
| Book Value | $924,985 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $854,680 | OtherCostOrOtherBasisAmt |
| Depreciation | $801,132 | DepreciationAmt |
| Book Value | $53,548 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $86,011 | OtherCostOrOtherBasisAmt |
| Depreciation | $86,011 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,178,533 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,421,155 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $96,898 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$89,000 | OtherRevenueAmt |
| Revenue Not Reported | $7,898 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,413,257 | RevenueSubtotalAmt |
| Other Revenues Not Included | $2,490,135 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,490,135 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,903,392 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,394,311 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$89,000 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$89,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,483,311 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $2,490,135 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,490,135 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,973,446 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE BOARD DESIGNATED ENDOWMENT FUNDS ARE UNRESTRICTED FUNDS SET ASIDE BY UNITED WAY OF LAKE COUNTY, INC.'S ("UWLC") BOARD OF DIRECTORS FOR SPECIFIC PURPOSES OR PROJECTS. THE PERMANENT FUND IS KNOWN AS THE UWLC FOREVER FUND ("THE FUND"). THE PURPOSE OF THE FUND IS TO RAISE AND SECURE GIFTS, GRANTS, BEQUESTS AND DEVISES APART FROM THE ANNUAL UWLC CAMPAIGN. INVESTMENT INCOME FROM THE FUND WILL BE DISBURSED AT THE DIRECTION OF THE BOARD OF DIRECTORS OF UWLC IN A MANNER DEEMED PRUDENT TO SERVE A BOARD RANGE OF COMMUNITY NEEDS INCLUDING, BUT NOT LIMITED TO, HEALTH AND HUMAN SERVICES, CAPITAL, EDUCATIONAL AND CULTURAL PROGRAMS FOR THOSE PERSONS THEN PRESENT IN, OR LIVING IN THE LAKE COUNTY, ILLINOIS COMMUNITY. |
| PART X, LINE 2: | UWLC HAS RECEIVED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE STATING THAT IT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986 AS AMENDED, EXCEPT FOR INCOME TAXES PERTAINING TO UNRELATED BUSINESS INCOME. ACCOUNTING GUIDANCE REQUIRES TAX EFFECTS FROM UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. MANAGEMENT HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN POSITIONS THAT REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. ADDITIONALLY, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THESE FINANCIAL STATEMENTS. THERE IS NO INTEREST OR PENALTIES RECOGNIZED IN THE STATEMENTS OF ACTIVITIES OR STATEMENTS OF FINANCIAL POSITION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | PROVISION FOR UNCOLLECTED PLEDGES -89,000. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DESIGNATIONS TO OTHER ORGANIZATIONS 2,516,072. FUNDRAISING EVENT EXPENSE -25,937. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | PROVISION FOR UNCOLLECTED PLEDGES -89,000. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DESIGNATIONS TO OTHER ORGANIZATIONS 2,516,072. FUNDRAISING EVENT EXPENSE -25,937. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PREM LEADER EV | Event1Nm |
| Gross Receipts Event1 | $302,865 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $302,865 | CharitableContriEvent1Amt |
| Food And Beverage Event1 | $10,499 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $6,577 | OtherDirectExpensesEvent1Amt |
| Event2 | POWER OF THE PURSE | Event2Nm |
| Gross Receipts Event2 | $64,864 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $53,863 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $11,001 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $6,988 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $1,873 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $2,400 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $450 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $1,950 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Gross Receipts Total | $370,129 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $357,178 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $12,951 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $17,487 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $8,450 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $25,937 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$12,986 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (30 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| PERSONAL ASSISTANCE TELEPHONE HELP INC | ||||||||
| 201 E GROVE STREET SUITE 200 | BLOOMINGTON | IL | 61701 | 370959387 | 501(C)(3) | $703,843 | $0 | PROGRAM SUPPORT |
| DUPAGE COUNTY | ||||||||
| 421 N COUNTY FARM RD | WHEATON | IL | 60187 | 366006551 | 501(C)(3) | $200,600 | $0 | PROGRAM SUPPORT |
| UNITED WAY OF GREATER ST LOUIS | ||||||||
| 910 NORTH 11TH STREET | ST LOUIS | MO | 63101 | 430714167 | 501(C)(3) | $175,543 | $0 | PROGRAM SUPPORT |
| INTERFACE CHILDREN & FAMILY SERVICE | ||||||||
| 4001 MISSION OAKS BLVD SUITE 1 | CAMARILLO | CA | 93012 | 952944459 | 501(C)(3) | $74,700 | $0 | PROGRAM SUPPORT |
| HACES | ||||||||
| 820 WEST GREENWOOD AVENUE | WAUKEGAN | IL | 60087 | 383725489 | 501(C)(3) | $54,525 | $0 | PROGRAM SUPPORT |
| UNITED WAY OF WILL COUNTY | ||||||||
| 54 N OTTOWA ST SUITE 300 | JOLIET | IL | 60432 | 362515625 | 501(C)(3) | $44,333 | $0 | PROGRAM SUPPORT |
| ZACHARIAS SEXUAL ABUSE CENTER SPECIAL ALLOCATIONS | ||||||||
| 4275 OLD GRAND AVENUE | GURNEE | IL | 60031 | 363314976 | 501(C)(3) | $30,000 | $0 | PROGRAM SUPPORT |
| ROUND LAKE PARK DISTRICT | ||||||||
| 814 HART ROAD | ROUND LAKE | IL | 60073 | 300053187 | 501(C)(3) | $26,500 | $0 | PROGRAM SUPPORT |
| UNITED WAY OF GREATER MCHENRY COUNTY | ||||||||
| 4508 PRIME PARKWAY | MCHENRY | IL | 60050 | 366147909 | 501(C)(3) | $25,299 | $0 | PROGRAM SUPPORT |
| FOX VALLEY UNITED WAY | ||||||||
| 44 E GALENA BLVD | AURORA | IL | 60505 | 362195467 | 501(C)(3) | $23,417 | $0 | PROGRAM SUPPORT |
| FAMILY FIRST CENTER OF LAKE COUNTY | ||||||||
| 2504 WASHINGTON STREET SUITE 603 | WAUKEGAN | IL | 60085 | 611471045 | 501(C)(3) | $16,500 | $0 | PROGRAM SUPPORT |
| UNITED WAY OF KANKAKEE AND IROQUOIS COUNTIES | ||||||||
| 200 E COURT ST SUITE 500 | KANKAKEE | IL | 60901 | 362188452 | 501(C)(3) | $16,033 | $0 | PROGRAM SUPPORT |
| UNITED WAY OF ROCK RIVER COUNTY | ||||||||
| 612 N MAIN STREET SUITE 300 | ROCKFORD | IL | 61103 | 362167843 | 501(C)(3) | $14,533 | $0 | PROGRAM SUPPORT |
| UNITED WAY OF DECATUR AND MID-ILLINOIS | ||||||||
| 201 WEST ELDORADO STREET | DECATUR | IL | 62522 | 370673475 | 501(C)(3) | $14,500 | $0 | PROGRAM SUPPORT |
| UNITED WAY OF CENTRAL ILLINOIS INC | ||||||||
| 1999 WABASH AVE SUITE 107 | SPRINGFIELD | IL | 62704 | 366009288 | 501(C)(3) | $14,390 | $0 | PROGRAM SUPPORT |
| UNITED WAY OF EASTERN LASALLE COUNTY | ||||||||
| 601 STATE STREET | OTTAWA | IL | 61350 | 362221411 | 501(C)(3) | $14,267 | $0 | PROGRAM SUPPORT |
| AFFIRM LEADERSHIP CHRISTIAN ACADEMY | ||||||||
| 3601 NORTH LEWIS AVE | WAUKEGAN | IL | 60087 | 364365823 | 501(C)(3) | $14,000 | $0 | PROGRAM SUPPORT |
| UNITED WAY OF NORTHWEST ILLINOIS INC | ||||||||
| 524 W STEPHENSON ST SUITE 101 | FREEPORT | IL | 61032 | 362218134 | 501(C)(3) | $12,927 | $0 | PROGRAM SUPPORT |
| UNITED WAY OF MIDLAND-GRANTEE | ||||||||
| 115 JEROME ST | MIDLAND | MI | 48640 | 381434224 | 501(C)(3) | $12,436 | $0 | PROGRAM SUPPORT |
| KISHWAUKEE UNITED WAY | ||||||||
| 2201 N FIRST STREET SUITE 100 | DEKALB | IL | 60115 | 366158489 | 501(C)(3) | $12,048 | $0 | PROGRAM SUPPORT |
| UNITED WAY OF LIVINGSTON CO | ||||||||
| 210 N PLUM STREET | PONTIAC | IL | 61764 | 237338090 | 501(C)(3) | $9,826 | $0 | PROGRAM SUPPORT |
| UNITED WAY OF CHAMPAIGN COUNTY | ||||||||
| 5 DUNLAP COURT | SAVOY | IL | 61874 | 370662519 | 501(C)(3) | $9,808 | $0 | PROGRAM SUPPORT |
| UNITED WAY OF DANVILLE AREA | ||||||||
| 425 N GILBERT STREET SUITE 3 | DANVILLE | IL | 61832 | 370673481 | 501(C)(3) | $9,118 | $0 | PROGRAM SUPPORT |
| UNITED WAY OF KENOSHA COUNTY | ||||||||
| 5500 6TH AVE | KENOSHA | WI | 53140 | 390806285 | 501(C)(3) | $8,513 | $0 | PROGRAM SUPPORT |
| UNITED WAY OF SOUTH CENTRAL ILLINOIS | ||||||||
| 802 S 42ND ST | MT VERNON | IL | 62864 | 371149287 | 501(C)(3) | $8,424 | $0 | PROGRAM SUPPORT |
| UW SOUTH CENTRAL | ||||||||
| 400 E ILLINOS | LAKE FORST | IL | 60045 | 364177726 | 501(C)(3) | $7,566 | $0 | PROGRAM SUPPORT |
| UNITED WAY OF LEE COUNTY | ||||||||
| 98 S GALENA AVE | DIXON | IL | 61021 | 366009288 | 501(C)(3) | $7,088 | $0 | PROGRAM SUPPORT |
| KENDALL COUNTY 211 INC | ||||||||
| 16524 FRAZIER ROAD | PLANO | IL | 50545 | 612027674 | 501(C)(3) | $6,333 | $0 | PROGRAM SUPPORT |
| CHILDRENS HEART FOUNDATION | ||||||||
| 5 REVERE DRIVE | NORTHBROOK | IL | 60062 | 364077528 | 501(C)(3) | $5,200 | $0 | PROGRAM SUPPORT |
| UNITED WAY OF KNOX COUNTY | ||||||||
| 1215 MONMOUTH BLVD | GALESBURG | IL | 61401 | 370844009 | 501(C)(3) | $5,110 | $0 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 30 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PROCEDURE FOR MONITORING USE OF GRANT FUNDS INSIDE U.S. THE AGENCIES LISTED IN SCHEDULE I INCLUDE UNITED WAY FUNDED AGENCIES AND AGENCIES RECEIVING DONOR DESIGNATIONS. FOR PURPOSES OF COMPLETING SCHEDULE I, IF AN AGENCY RECEIVED UWLC GRANT FUNDS AND DONOR DESIGNATIONS, THE AMOUNT OF CASH GRANT IS THE TOTAL OF THESE TWO FUNDING SOURCES. EACH AGENCY RECEIVING DIRECT UWLC FUNDING IS REQUIRED TO SUBMIT ANNUAL REPORTS TO UWLC. THE REPORTS INCLUDE INFORMATION ABOUT BUDGET, DEMOGRAPHICS REGARDING THE COMMUNITY SERVICED AND PERFORMANCE (OUTCOME) UPDATES. THESE REPORTS ARE REVIEWED BY THE STAFF OF UWLC AND FOLLOW UP IS PERFORMED IF NECESSARY. IN ADDITION, UWLC MAINTAINS CONTACT WITH THE AGENCIES THROUGH THE YEAR AS THE AGENCIES' FUNDED PROGRAMS ARE EXECUTED. FOR AGENCIES RECEIVING FUNDS AS A RESULT OF DONORS DESIGNATING TO THOSE AGENCIES, UWLC DOES NOT MONITOR THESE AGENCIES. HOWEVER, THESE DESIGNATED AGENCIES ARE CHECKED TO VERIFY THEIR 501(C)(3) STATUS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KRISTI LONG | ||||||||||||||
| PRESIDENT & CEO | $198,232 | $0 | $15,216 | $0 | $396 | $0 | $12,231 | $0 | $16,396 | $0 | $242,471 | $0 | $0 | $0 |
| JAMES Q SNODGRASS | ||||||||||||||
| VP RESOURCE DEVELOPMENT | $142,250 | $0 | $54 | $0 | $90 | $0 | $8,529 | $0 | $9,657 | $0 | $160,580 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | DURING THE FISCAL YEAR, KRISTI LONG, PRESIDENT AND CEO, RECEIVED A NON-FIXED BONUS PAYMENT REPORTED ON PART II, COLUMB B(II). THE BONUS AMOUNT WAS DETERMINED BY THE CHAIR AND APPROVED BY THE BOARD FINANCE COMMITTEE. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $74,236 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | UWLC IS REPORTING BOTH THE NUMBER OF CONTRIBUTIONS AND THE NUMBER OF ITEMS RECEIVED DURING THE FISCAL YEAR ENDING JUNE 30, 2024. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6: | BOARD/POLICY MAKING VOLUNTEERS: 29 LOANED EXECUTIVES: 0 INTERNAL CAMPAIGN COORDINATORS: 84 COMMUNITY IMPACT/COMMUNITY BUILDING VOLUNTEERS: 84 DIRECT SERVICE VOLUNTEERS: 187 DAY(S) OF SERVICE VOLUNTEERS: 790 TOTAL: 1,174 |
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE HAS ALL POWER AND AUTHORITY TO ACT FOR THE BOARD OF DIRECTORS BETWEEN REGULAR BOARD MEETINGS AND IN EMERGENCIES. THE EXECUTIVE COMMITTEE HAS SUCH POWER AS IS DELEGATED BY THE BOARD. THE EXECUTIVE COMMITTEE CONSISTS OF A MINIMUM OF EIGHT DIRECTORS, INCLUDING THE CHAIR OF THE BOARD. ADDITIONAL DIRECTORS MAY BE ELECTED TO SERVE AS AT-LARGE VOTING MEMBERS OF THE EXECUTIVE COMMITTEE FROM TIME TO TIME BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO DETERMINE THE ANNUAL OPERATING BUDGET, SALARY AND BENEFIT SCHEDULES, SUBJECT TO THE RATIFICATION OF THE AGGREGATE AMOUNT BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF THIS CORPORATION SHALL BE ONE CLASS OF TERMED MEMBERS. EACH CONTRIBUTOR TO THE UWLC CAMPAIGN SHALL BE ENTITLED TO MEMBERSHIP IN THE UWLC AND SHALL BE KNOWN AS A MEMBER DURING THE YEAR FOR WHICH THE GIFT WAS MADE. |
| FORM 990, PART VI, SECTION B, LINE 11B | A REVIEW OF THE FORM 990 WAS CONDUCTED BY THE FINANCE & AUDIT COMMITTEE OF THE BOARD OF DIRECTORS AND CERTAIN KEY UWLC STAFF MEMBERS DURING THE FINANCE & AUDIT COMMITTEE MEETING ON FEBRUARY 7, 2024 PRIOR TO THE FILING OF THE FORM 990. COPIES OF THE FORM 990 WERE EMAILED TO THE FINANCE & AUDIT COMMITTEE AND KEY UWLC STAFF MEMBERS: THE PRESIDENT & CEO, THE VICE PRESIDENT OF RESOURCE DEVELOPMENT AND THE MANAGER OF FINANCE. QUESTIONS OR COMMENTS FROM THE FINANCE & AUDIT COMMITTEE AND THE KEY STAFF MEMBERS CONCERNING THE FORM 990 WERE SOLICITED AND SHARED. FOLLOWING THE REVIEW, THE FORM 990 WAS PROVIDED TO EACH OF THE VOTING MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO THE FILING OF THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS TWO CODE OF ETHICS POLICIES (COLLECTIVELY REFERRED TO AS "THE ETHICS POLICIES") COVERING (1) EMPLOYEES AND (2) VOLUNTEERS AND REPRESENTATIVES (INCLUDING BOARD OF DIRECTORS AND ITS COMMITTEES) OF UWLC AND CLOSE FAMILY MEMBERS OF EMPLOYEES AND VOLUNTEERS AND REPRESENTATIVES. THE ETHICS POLICIES COVER, AMONG OTHER TOPICS AND WHEN APPLICABLE, ACCOUNTABILITY AND EFFICIENCY; RESPONSIBILITIES TO (OF) VOLUNTEERS AND REPRESENTATIVES; VENDOR RELATIONS; EQUAL OPPORTUNITY; CONFLICT OF INTEREST; PERSONAL GAIN; FAVORITISM; SOLICITATIONS; CONFIDENTIAL INFORMATION AND DISCLOSURE. REGARDING CONFLICTS OF INTEREST, UWLC EMPLOYEES, VOLUNTEERS AND REPRESENTATIVES ARE PROHIBITED FROM PARTICIPATING IN ANY ACTIVITY OR OUTSIDE BUSINESS VENTURE FOR FINANCIAL GAIN OR OTHERWISE THAT CONFLICTS WITH UWLC'S BEST INTERESTS, INCLUDING INVOLVEMENT WITH A CURRENT OR POTENTIAL VENDOR, GRANTEE OR COMPETING ORGANIZATION, UNLESS DISCLOSED TO AND NOT DEEMED TO BE INAPPROPRIATE BY THE PRESIDENT AND CEO OR BOARD CHAIRPERSON. EACH UWLC EMPLOYEE, VOLUNTEER AND REPRESENTATIVE IS ANNUALLY REQUIRED TO COMPLETE, SIGN AND FORWARD RESPONSES TO A CONFLICT OF INTEREST STATEMENT. THE RESULTS OF THE ANNUAL CERTIFICATION PROCEDURE ARE SUMMARIZED AND AVAILABLE TO THE BOARD OF DIRECTORS. UWLC EMPLOYEES, VOLUNTEERS OR REPRESENTATIVES HAVING A GOOD FAITH COMPLAINT REGARDING ACCOUNTING, INTERNAL AUDITING CONTROLS, AUDITING MATTERS IN GENERAL AND/OR OTHER CONCERNS SPECIFICALLY NOTED IN THE ETHICS POLICIES (COLLECTIVELY REFERRED TO AS "ETHICAL FINANCIAL CONCERNS") MUST SUBMIT AN ETHICAL FINANCIAL CONCERN TO THE STAFF ETHICS OFFICER (DIRECTOR OF ADMINISTRATION) OR CURRENT BOARD CHAIRPERSON IN PERSON, BY TELEPHONE OR BY LETTER. ALL ETHICAL FINANCIAL CONCERNS ARE RECORDED BY THE STAFF ETHICS OFFICER AND FORWARDED TO THE BOARD CHAIRPERSON. THE BOARD CHAIRPERSON MAKES AN INITIAL DETERMINATION IF THE ETHICAL FINANCIAL CONCERN SHOULD BE FURTHER INVESTIGATED, AND IF SO, MAY DESIGNATE AN APPROPRIATE BOARD MEMBER(S) OR OUTSIDE COUNSEL/ADVISORS TO CONDUCT SUCH AN INVESTIGATION. ON NOT LESS THAN A SEMI-ANNUAL BASIS, THE STAFF ETHICS OFFICER WILL REPORT TO THE BOARD AS TO THE STATUS OF ALL ETHICAL FINANCIAL CONCERNS THAT HAVE BEEN RECEIVED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CHAIR OF THE UWLC BOARD OF DIRECTORS REVIEWS THE PERFORMANCE AND COMPENSATION OF THE PRESIDENT & CEO ("TOP MANAGEMENT OFFICIAL"). ANNUALLY, THE BOARD CHAIR CONDUCTS A PERFORMANCE EVALUATION OF THE PRESIDENT & CEO. ANY SALARY ADJUSTMENT FOR THE PRESIDENT & CEO IS COMMUNICATED TO THE DIRECTOR OF ADMINISTRATION. UWLC USES A MARKET PRICING/JOB SLOTTING SYSTEM AS THE BEST FIT FOR ITS TOTAL COMPENSATION PHILOSOPHY. USING JOB DESCRIPTIONS AS A BASE, "BENCHMARK JOBS" (JOBS COMMON TO SIMILAR ORGANIZATIONS TYPICALLY SURVEYED) WERE IDENTIFIED. APPROXIMATELY 24 JOBS WERE SELECTED AS BENCHMARK JOBS. THESE JOBS WERE COMPETITIVELY PRICED TO THE LABOR MARKET. ALL NON-BENCHMARK JOBS WERE COMPARED AND RANKED AS TO JOB RESPONSIBILITIES IN COMPARISON TO THE BENCHMARK JOBS TO DETERMINE APPROPRIATE SALARY RANGE PLACEMENT. UWLC USES APPROPRIATE PUBLISHED SALARY SURVEYS TO RESEARCH COMPETITIVE MARKET DATA AND ESTABLISH EXTERNAL EQUITY. SURVEYS USED INCLUDE (NOT INCLUSIVE): ASSOCIATION FORUM OF CHICAGOLAND -- COMPENSATION & BENEFITS SURVEY FOR NOT-FOR-PROFITS; ABBOTT, LANGER ASSOCIATION SURVEYS - NOT-FOR-PROFITS; SULLIVAN & COTTER - CHICAGO BENCHMARK COMPENSATION STUDY; WATSON WYATT - OFFICE PERSONNEL REPORT AND UNITED WAY WORLDWIDE - SALARY SURVEY. USING EXTERNAL COMPETITIVE SALARY DATA AND INTERNAL JOB RANKINGS, A SALARY STRUCTURE WAS CREATED. BENCHMARK JOBS WERE PLACED IN SALARY RANGES BASED ON COMPETITIVE MARKET DATA AND NON-BENCHMARK JOBS WERE PLACED BASED ON A COMPARISON OF INTERNAL JOBS AND JOB FAMILIES. SALARY RANGES ARE REVIEWED AND REVISED WHEN THE NEED IS INDICATED BY CHANGES IN COMPETITIVE PAY TARGETS FOR THE LABOR MARKET AS ESTABLISHED BY SURVEY DATA. SALARY RANGES ARE REVIEWED, A MINIMUM OF, EVERY THREE YEARS BY THE FINANCE & AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. COMPENSATION SURVEYS ARE CONDUCTED PERIODICALLY FOR EXISTING AND NEWLY-CREATED POSITIONS TO CONFIRM THAT UWLC'S SALARY RANGES ARE COMPETITIVE. |
| FORM 990, PART VI, SECTION C, LINE 18 | UWLC'S FORM 1023, APPLICATION FOR RECOGNITION OF EXEMPTION, IS AVAILABLE TO THE PUBLIC UPON REQUEST. UWLC MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC ON UWLC'S WEBSITE AT HTTP://WWW.LIVEUNITEDLAKECOUNTY.ORG |
| FORM 990, PART VI, SECTION C, LINE 19 | UWLC MAKES ITS GOVERNING DOCUMENTS, THE BYLAWS AND ARTICLES OF INCORPORATION, AND ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE MOST RECENT AUDITED FINANCIAL STATEMENTS ARE AVAILABLE AT UWLC'S WEBSITE AT HTTP://WWW.LIVEUNITEDLAKECOUNTY.ORG. |
| FORM 990, PART VII, SECTION B, LINE 1: | UNITED WAY OF METROPOLITAN CHICAGO INC. PROVIDES SUPPORT SERVICES TO UWLC. THESE SERVICES ARE DONOR PROCESSING AND FINANCIAL SERVICES. THE DONOR PROCESSING INCLUDES PROCESSING OF DONOR PLEDGES, ISSUANCE OF TAX RECEIPTS, CREDIT CARD AND STOCK DONATION PROCESSING, AGENCY NOTIFICATION OF DONOR DESIGNATION PAYOUTS AND PROCESSING OF PLEDGE PAYMENTS. FINANCIAL SERVICES INCLUDE BOOKKEEPING SERVICES, AUDIT SUPPORT, AND PAYMENT OF EXPENSES AND AGENCY ALLOCATIONS. |
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