Totals
- Total revenue
- $1,479,543
- Total expenses
- $1,216,483
- Contributions and grants received
- $1,191,161
- Grants paid
- $531,338
- Program service revenue
- $0
- Investment income
- $169,277
- Other revenue
- $119,105
- Total assets, end of year
- $3,240,354
- Total liabilities, end of year
- $418,612
- Net assets or fund balances, end of year
- $2,821,742
- Program services expenses (Part IX)
- $977,800
- Management and general expenses
- $176,942
- Fundraising expenses
- $61,741
- Program service expenses (Part III)
- $977,800
Program services were 80.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$1,191,161
-
3 · Investment income
total $75,908 · excluded $75,908
-
6a · Gross rents
real property $30,700
-
6c · Rental income or loss
real property $30,700
-
6d · Net rental income or loss
total $30,700 · excluded $30,700
-
7a · Gross sales of assets other than inventory
securities $93,369
-
7c · Gain or loss
securities $93,369
-
7d · Net gain or loss
total $93,369 · excluded $93,369
-
8a · Fundraising events: gross income
$64,486
-
8b · Fundraising events: direct expenses
$20,720
-
8c · Net income from fundraising events
total $43,766 · excluded $43,766
-
11a · Other revenue: MISCELLANEOUS INCOME
total $25,443 · excluded $25,443
-
11b · Other revenue: NET APPRECIATION OF BENEFICAL
total $19,196 · excluded $19,196
-
11e · Other revenue, total
$44,639
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $500,000 · program services $500,000
-
2 · Grants to domestic individuals
total $31,338 · program services $31,338
-
5 · Compensation of officers, directors and key employees
total $67,233 · program services $33,832 · management and general $24,425 · fundraising $8,976
-
7 · Other salaries and wages
total $143,612 · program services $72,266 · management and general $52,174 · fundraising $19,172
-
8 · Pension plan contributions
total $7,674 · program services $3,862 · management and general $2,788 · fundraising $1,024
-
9 · Other employee benefits
total $14,755 · program services $7,424 · management and general $5,361 · fundraising $1,970
-
10 · Payroll taxes
total $16,242 · program services $8,173 · management and general $5,901 · fundraising $2,168
-
11c · Fees: accounting
total $44,690 · program services $22,488 · management and general $16,236 · fundraising $5,966
-
11f · Fees: investment management
total $10,026 · management and general $10,026
-
12 · Advertising and promotion
total $3,150 · program services $3,150
-
13 · Office expenses
total $8,273 · program services $4,162 · management and general $3,006 · fundraising $1,105
-
14 · Information technology
total $1,300 · program services $654 · management and general $472 · fundraising $174
-
16 · Occupancy
total $18,334 · program services $9,226 · management and general $6,661 · fundraising $2,447
-
17 · Travel
total $1,168 · program services $588 · management and general $424 · fundraising $156
-
19 · Conferences, conventions and meetings
total $365 · program services $184 · management and general $132 · fundraising $49
-
21 · Payments to affiliates
total $7,484 · program services $3,766 · management and general $2,719 · fundraising $999
-
22 · Depreciation, depletion and amortization
total $8,076 · program services $4,064 · management and general $2,934 · fundraising $1,078
-
23 · Insurance
total $16,641 · program services $8,373 · management and general $6,046 · fundraising $2,222
-
24a · Other expenses: OTHER COMMUNITY SERVICES
total $147,341 · program services $147,341
-
24b · Other expenses: INITIATIVES
total $93,324 · program services $93,324
-
24c · Other expenses: CREDIT LOSSES
total $30,279 · management and general $30,279
-
24d · Other expenses: REPAIRS & MAINTENANCE
total $14,578 · program services $7,336 · management and general $5,296 · fundraising $1,946
-
24e · All other expenses
total $30,600 · program services $16,249 · management and general $2,062 · fundraising $12,289
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $696,954 · end of year $944,548
-
2 · Savings and temporary cash investments
beginning of year $101,452 · end of year $115,782
-
3 · Pledges and grants receivable
beginning of year $144,205 · end of year $145,352
-
4 · Accounts receivable
beginning of year $11,827 · end of year $733
-
9 · Prepaid expenses and deferred charges
beginning of year $4,337 · end of year $9,565
-
10a · Land, buildings and equipment: cost or other basis
$293,450
-
10b · Land, buildings and equipment: accumulated depreciation
$113,416
-
10c · Land, buildings and equipment, net
beginning of year $173,465 · end of year $180,034
-
11 · Investments: publicly traded securities
beginning of year $1,649,196 · end of year $1,825,144
-
12 · Investments: other securities
end of year $19,196
-
17 · Accounts payable and accrued expenses
beginning of year $267,071 · end of year $373,498
-
19 · Deferred revenue
beginning of year $7,321 · end of year $7,321
-
25 · Other liabilities
beginning of year $49,456 · end of year $37,793
-
27 · Net assets without donor restrictions
beginning of year $2,076,712 · end of year $2,302,569
-
28 · Net assets with donor restrictions
beginning of year $380,876 · end of year $519,173
Mission and programs · 2023
Mission
TO BRING OUR COMMUNITY TOGETHER TO IMPACT LIVES. THE UNITED WAY OF BAY COUNTY WILL PRODUCE EFFICIENT AND EFFECTIVE OUTCOMES FOR PEOPLE IN OUR COMMUNITY BY ASSESSING GAPS IN HUMAN SERVICES AND COLLABORATING WITH COMMUNITY IMPACT PARTNERS TO ADDRESS THOSE GAPS. AS WE DEVELOP RESOURCES IN AND FOR THE COMMUNITY, WE WILL PROACTIVELY SECURE FUNDS, ASSETS, AND VOLUNTEERS TO IMPACT THOSE EFFORTS. WE WILL MEASURE RESULTS REGULARLY, OBJECTIVELY, AND PUBLICLY.
-
COMMUNITY INVESTMENT & PLANNING: INCLUDES RESEARCH ON BAY COUNTY DATA AND COMMUNITY PLANNING AND COLLABORATION WITH NON-PROFIT, BUSINESS AND GOVERNMENT TO IDENTIFY THE NEEDS IN THE UNITED WAY PRIORITY AREAS OF EDUCATION, HEALTH AND INCOME STABILITY. COORDINATION OF 20 VOLUNTEERS TO ALLOCATE RESOURCES TO LOCAL PROGRAMS THAT DEMONSTRATE MEASURABLE OUTCOMES ON COMMUNITY IDENTIFIED ISSUES. UNITED WAY STAFF PARTICIPATES IN ALL MAJOR ACTIVE COMMUNITY COLLABORATIVE TASKS FORCE GROUPS ESTABLISHED BY THE HUMAN SERVICE COLLABORATIVE COUNCIL.
Expenses $511,161 · Grants $500,000
-
COMMUNITY SERVICES: THIS PROGRAM PROVIDES CASE MANAGEMENT, DIRECT SERVICES, INFORMATION AND REFERRAL TO HUNDREDS OF COMMUNITY MEMBERS: ALSO THE PROGRAM OFFERS PRESENTATIONS TO INDIVIDUALS PROVIDING INFORMATION ABOUT CURRENT NEEDS AND ASSISTING STUDENTS TO BECOME COMMUNITY SERVICE ACTIVISTS TO IMPACT CHANGE IN BAY COUNTY.
Expenses $289,680
-
VOLUNTEER RESOURCES: 1,045 INDIVIDUALS WERE RECRUITED FOR NON-PROFIT AGENCIES AND COMMUNITY PROJECTS THROUGHOUT BAY COUNTY TO ANSWER COMMUNITY NEEDS. VOLUNTEERS CAN FIND AND REGISTER FOR OPPORTUNITIES AT WWW.UNITEDWAYBAYCOUNTY.ORG/GET-INVOLVED/VOLUNTEER
Expenses $21,818
-
COMMUNITY EDUCATION AND COMMUNICATION: COMMUNICATING THE GAPS AND NEEDS OF HUMAN SERVICES IN BAY COUNTY TO RESIDENTS AND BUSINESSES IN THE FORM OF FORMAL PRESENTATIONS, GROUP EDUCATION, PRINT MEDIA, WEB BASED COMMUNICATION. AND SOCIAL MEDIA. INCLUDES PERIODIC PERCEPTION SURVEY AND ANNUAL TABULATION OF MEASURABLE RESULTS FROM FUNDED UNITED WAY PROGRAMS.
Expenses $155,141
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Nicole LuczakNICOLE LUCZAK
PRESIDENT/CE
- Total calculated
- $72,398
- From this org
- $67,233
- From related orgs
- $0
- Other
- $5,165
- Hours/week
- 40
-
Eric AllshouseERIC ALLSHOUSE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jill ArmentroutJILL ARMENTROUT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Tom BennettTOM BENNETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Dan BuchananDAN BUCHANAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Ryan CharneyRYAN CHARNEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jeremy CourierJEREMY COURIER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jenna DostJENNA DOST
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Paul GaiserPAUL GAISER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Ann GradyANN GRADY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Dave HaughDAVE HAUGH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jacob HillikerJACOB HILLIKER
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Fahim IslamFAHIM ISLAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Madison JarmonMADISON JARMON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Brandon KingBRANDON KING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Andy KowalczykANDY KOWALCZYK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Keith ManningKEITH MANNING
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Alicea MollALICEA MOLL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Pam MonastierePAM MONASTIERE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
George PainterGEORGE PAINTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Lucas PaveglioLUCAS PAVEGLIO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Corinna ScharfCORINNA SCHARF
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Matthew SousMATTHEW SOUS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Scott TrepkowskiSCOTT TREPKOWSKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$130,000
DOMESTIC VIOL/YOUTH
-
EDUCATION & CAREER
-
LITERACY COUNCIL OF BAY COUNTY
$33,500
ADULT LIT/SUMMER TUT
-
$30,000
CHILD ABUSE PREVENT
-
$30,000
COUNSELING
-
BAY COUNTY CHILD & SENIOR CENTER
$28,915
CHILD/ADULT CARE
-
$28,215
FOOD DISTRIBUTION
-
$28,000
COMPREHENSIVE INFO
-
EMP SKILL/BASIC NEED
-
BAY COUNTY HABITAT FOR HUMANITY
$20,000
NEIGHBORHOOD REVITAL
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 19 June 2024
- IRS schema version
- 2023v5.0
- Source object
- 202441769349300509
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.