MIDDLESEX UNITED WAY INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MIDDLESEX UNITED WAY INC (EIN 06-0665170)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202621349349301642
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T06:21:03-07:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060872192 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Doherty Beals & Banks PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 187 Williams St | AddressLine1Txt |
| City | New London | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06320 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060665170 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Middlesex United Way Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MIDD | BusinessNameControlTxt |
| Phone | 8603468695 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Riverview Center 230 | AddressLine1Txt |
| City | Middletown | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06457 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Shawonda Swain | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stacey L Gualtieri CPA | PreparerPersonNm |
| PTIN | P00093558 | PTIN |
| Phone | 8604432033 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Riverview Center 230 | AddressLine1Txt |
| City | Middletown | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06457 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $698,070 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.middlesexunitedway.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1935 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | By cultivating leadership and partnerships, bringing resources together, and investing in our community, Middlesex United Way acts as a catalyst to achieve measurable positive impact in youth opportunity, creating healthy communities, financial security, equity, and community resiliency. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,118,695 | PYContributionsGrantsAmt |
| CY Contributions Grants | $569,438 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $54,863 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,693 | CYProgramServiceRevenueAmt |
| PY Investment Income | $96,167 | PYInvestmentIncomeAmt |
| CY Investment Income | $60,894 | CYInvestmentIncomeAmt |
| CY Other Revenue | $52,544 | CYOtherRevenueAmt |
| PY Total Revenue | $1,269,725 | PYTotalRevenueAmt |
| CY Total Revenue | $687,569 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $382,944 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $517,503 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $589,092 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $264,719 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $152,161 | PYOtherExpensesAmt |
| CY Other Expenses | $531,923 | CYOtherExpensesAmt |
| PY Total Expenses | $1,052,608 | PYTotalExpensesAmt |
| CY Total Expenses | $1,121,015 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $217,117 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$433,446 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,355,656 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,067,615 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $583,094 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $755,388 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,772,562 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,312,227 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | By cultivating leadership and partnerships, bringing resources together, and investing in our community, Middlesex United Way acts as a catalyst to achieve measurable positive impact in youth opportunity, creating healthy communities, financial security, equity, and community resiliency. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $646,079 | ExpenseAmt |
| Revenue | $4,693 | RevenueAmt |
| Desc | Celebrating Housing Success:Krystal Rivera and her family officially moved into their new home in East Hampton during the summer of 2023, thanks to the support of a Community Impact Grant from Middlesex United Way to Middlesex Habitat for Humanity. This funding also supported the organization's shift toward constructing energy-efficient prefabricated homes-offering a sustainable and affordable path to homeownership for more families in Middlesex County. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investing in Mental Health and Early Childhood:With support from Middlesex United Way, early childhood educators in Middlesex County received professional consultation to better address preschoolers' mental health. This investment ensures young children receive the emotional and developmental support they need to thrive, setting a strong foundation for future success. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Strengthening Families through Perinatal Care:Middlesex Untied Way funding helped make possible the work of a Perinatal Social Worker at Middlesex Health's Pregnancy and Birth Center. This support ensures pregnant individuals and their families receive comprehensive guidance, mental health support, and referrals to community resources-creating a more compassionate and supportive health experience. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (6 entries)
| DescDesc |
|---|
| Youth Engagement Through the Arts:Nearly 200 children took part in the 36th Annual Children's Circus of Middletown, made possible in part by a Middlesex United Way Community Impact Grant to Oddfellows Playhouse Youth Theater. With a commitment to accessibility and equity, the camp offered a sliding-scale fee structure and free meals, allowing children from all backgrounds to learn acrobatics, clowning, and more. |
| Celebrating LGBTQ+ Belonging:A Community Impact Grant to Middletown Pride supported a record 25 inclusive events in the 2023-2024 grant cycle. These events, including the Pridesgiving Dinner and Queer Swim, helped individuals find connection and safety in affirming spaces. One attendee, previously anxious in public settings, is now a regular participant in community events thanks to the supportive environment created through this work. |
| Connecting People to Resources:Middlesex United Way's support for Connecticut's 2-1-1 and 988 helplines remains a vital component of its works. From September 2023 to September 2024, there were over 14,000 requests for help from Middlesex County residents via 2-1-1, with the top needs being household/shelter and mental health support. These critical services ensure residents have 24/7 access to help in times of need. The 988 crisis line, aimed at providing immediate support for those dealing with a crisis situation, is also supported by Middlesex United Way. |
| Returning Dollars to the Community:The Volunteer Income Tax Assistance (VITA) program, supported by Middlesex United Way, helped over 600 local taxpayers in 2024, resulting in more than $700,000 in refunds to individuals and families across Middlesex County. These dollars go directly back into the community, strengthening financial security and reducing economic hardship. |
| United is the Way to a Thriving Community:Middlesex United Way brings people and resources together to address the most pressing needs across Middlesex County. |
| Through strategic investments, collaborative partnerships, and community-driven initiatives, we support programs that strengthen families, promote mental wellness, build financial security, and create opportunities for all. From helping families access safe, affordable housing and mental health support to investing in early childhood education, youth development, and crisis response services like 2-1-1 and 988, we work to ensure everyone in our 15-town region has the opportunity to thrive. United, we're building a stronger, more connected community-one where everyone has the support they need to succeed. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $646,079 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Desmond Mahario | PersonNm |
| Phone | 8603468695 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Riverview Center | AddressLine1Txt |
| City | Middletown | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06457 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 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 |
|---|---|---|---|---|---|---|---|
| Alissa DeJonge | |||||||
| President | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Gary Wallace | |||||||
| Vice Chair | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Kevin Reich | |||||||
| Comm Imp Chair | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Rev Robyn Anderson | |||||||
| Board Member | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Michele Boutin | |||||||
| Board Member | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jon Brink | |||||||
| Board Member | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Ramona Burkey | |||||||
| Board Member | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Stephanie Fisher | |||||||
| Board Member | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Kimberly Hogan | |||||||
| Board Member | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Barbara Holloman | |||||||
| Board Member | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Lakisha Hyatt | |||||||
| Board Member | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Faith Jackson | |||||||
| Board Member | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Joshua Rivera | |||||||
| Board Member | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Kristen Roberts | |||||||
| Board Member | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Meg Slater | |||||||
| Board Member | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Allison Dowe | |||||||
| Executive Dir. | 40.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $569,438 | AllOtherContributionsAmt |
| Total Contributions | $569,438 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Service Fee Revenue | Desc |
| Total Revenue Column | $4,693 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,693 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,693 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60,894 | TotalRevenueColumnAmt |
| Exclusion | $60,894 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $62,545 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $10,501 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,044 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Employee retention credit | Desc |
| Total Revenue Column | $500 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $500 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $500 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $687,569 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,193 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $60,894 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,771 | TotalAmt |
| Program Services | $171,121 | ProgramServicesAmt |
| Management And General | $118,468 | ManagementAndGeneralAmt |
| Fundraising | $149,182 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,769 | TotalAmt |
| Program Services | $41,250 | ProgramServicesAmt |
| Management And General | $28,558 | ManagementAndGeneralAmt |
| Fundraising | $35,961 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,552 | TotalAmt |
| Program Services | $17,375 | ProgramServicesAmt |
| Management And General | $12,029 | ManagementAndGeneralAmt |
| Fundraising | $15,148 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,082 | TotalAmt |
| Program Services | $16,802 | ProgramServicesAmt |
| Management And General | $11,632 | ManagementAndGeneralAmt |
| Fundraising | $14,648 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,859 | TotalAmt |
| Program Services | $6,965 | ProgramServicesAmt |
| Management And General | $4,822 | ManagementAndGeneralAmt |
| Fundraising | $6,072 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,300 | TotalAmt |
| Program Services | $15,717 | ProgramServicesAmt |
| Management And General | $10,881 | ManagementAndGeneralAmt |
| Fundraising | $13,702 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,918 | TotalAmt |
| Program Services | $1,528 | ProgramServicesAmt |
| Management And General | $1,058 | ManagementAndGeneralAmt |
| Fundraising | $1,332 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,118 | TotalAmt |
| Program Services | $3,946 | ProgramServicesAmt |
| Management And General | $2,732 | ManagementAndGeneralAmt |
| Fundraising | $3,440 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,996 | TotalAmt |
| Program Services | $2,728 | ProgramServicesAmt |
| Management And General | $1,889 | ManagementAndGeneralAmt |
| Fundraising | $2,379 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,938 | TotalAmt |
| Program Services | $1,926 | ProgramServicesAmt |
| Management And General | $1,333 | ManagementAndGeneralAmt |
| Fundraising | $1,679 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Community Partners | $316,798 | $316,798 | ||
| Misc Expense | $20,185 | $7,872 | $5,450 | $6,863 |
| Supplies | $20,035 | $7,814 | $5,409 | $6,812 |
| Pmts - Affiliated Orgs | $15,345 | $15,345 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,349 | TotalAmt |
| Program Services | $18,892 | ProgramServicesAmt |
| Management And General | $5,956 | ManagementAndGeneralAmt |
| Fundraising | $7,501 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,121,015 | TotalAmt |
| Program Services | $646,079 | ProgramServicesAmt |
| Management And General | $210,217 | ManagementAndGeneralAmt |
| Fundraising | $264,719 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,356 | BOYAmt |
| EOY | $100,161 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,456 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $111,872 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $576,597 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,973 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $81,075 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $74,993 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,078 | BOYAmt |
| EOY | $6,082 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $778,577 | BOYAmt |
| EOY | $908,353 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $875,619 | BOYAmt |
| EOY | $941,147 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,355,656 | BOYAmt |
| EOY | $2,067,615 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,821 | BOYAmt |
| EOY | $192,119 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,462 | BOYAmt |
| EOY | $403,957 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,499 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,312 | BOYAmt |
| EOY | $159,312 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $583,094 | BOYAmt |
| EOY | $755,388 | 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 | $819,162 | BOYAmt |
| EOY | $356,428 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $953,400 | BOYAmt |
| EOY | $955,799 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,772,562 | BOYAmt |
| EOY | $1,312,227 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,355,656 | BOYAmt |
| EOY | $2,067,615 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$433,446 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$26,889 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $1,146,728 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $887,523 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $866,902 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,118,695 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $569,438 | CurrentTaxYearAmt |
| Total | $4,589,286 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,146,728 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $887,523 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $866,902 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,118,695 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $569,438 | CurrentTaxYearAmt |
| Total | $4,589,286 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,589,286 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,775 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,467 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,180 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,946 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,894 | CurrentTaxYearAmt |
| Total | $186,262 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $67,738 | CurrentTaxYearAmt |
| Total | $67,738 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,843,286 | TotalSupportAmt |
| Public Support CY170 | 0.94760 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79720 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $81,075 | OtherCostOrOtherBasisAmt |
| Depreciation | $74,993 | DepreciationAmt |
| Book Value | $6,082 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,082 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Beneficial Interest in Trusts | $721,550 |
| Operating Lease right of use | $151,069 |
| Other Assets | $68,528 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $941,147 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Finance Lease Liability | $7,403 |
| Operating Lease Liability | $151,909 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $159,312 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $709,719 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $22,150 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $22,150 | RevenueNotReportedAmt |
| Revenue Subtotal | $687,569 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $687,569 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,121,015 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,121,015 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,121,015 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X : FIN48 Footnote | FormAndLineReferenceDesc |
| Explanation | The Organization is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code, and therefore, has no provision for federal or state income taxes. In addition, the Organization qualifies for the charitable contribution deduction under Section 170(b)(1)(A) and has been classified as an organization that is not a private foundation. The Organization recognizes the tax benefit from uncertain tax positions when it is more-likely-then-not the position will be sustained upon examination by taxing authorities. As of June 30, 2025, the Organization had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. In the normal course of business, the Organizations tax filings are subject to examination by federal and state taxing authorities. The Organizations tax returns for the last three years remain open for examination. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Special Events | Event1Nm |
| Gross Receipts Event1 | $62,545 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $62,545 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $10,501 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $62,545 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $62,545 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $10,501 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $10,501 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $52,044 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | The completed 990 is given to the audit committee for review. The audit committee then reports to the full Board of Directors and a copy of the 990 is given to each Board Member. The full Board of Directors has final approval. |
| Form 990, Part VI, Section B, Line 12c | On an annual basis, the policy and related organizations are reviewed and each Board Member is required to complete and sign a potential conflict of interest disclosure form. |
| Form 990, Part VI, Section B, Line 15a | The Executive Director and related compensation is reviewed by the Chairman of the Board as well as the entire Board of Directors. Such review is completed in executive session during one board meeting per year. |
| Form 990, Part VI, Section B, Line 15b | Key employees and their related compensation is reviewed by the Chief Executive officer. in addition, at least once every three years, a comparison among similar size United Ways is conducted and reviewed by the Personnel Committee. |
| Form 990, Part VI, Section C, Line 19 | All are available in the office upon request. |