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Nonprofiteer
← UNITED WAY OF SHEBOYGAN COUNTY INC

Form 990 for tax year 2023

Filed by UNITED WAY OF SHEBOYGAN COUNTY INC.

Totals

Total revenue
$2,850,069
Total expenses
$1,990,685
Contributions and grants received
$2,730,963
Grants paid
$1,027,302
Program service revenue
$0
Investment income
$96,247
Other revenue
$22,859
Total assets, end of year
$3,841,894
Total liabilities, end of year
$1,156,304
Net assets or fund balances, end of year
$2,685,590
Program services expenses (Part IX)
$1,582,939
Management and general expenses
$164,383
Fundraising expenses
$243,363
Program service expenses (Part III)
$1,582,939

Program services were 79.5% 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.

  • 1a · Federated campaigns

    $41,830

  • 1c · Fundraising events

    $32,150

  • 1e · Government grants (contributions)

    $400,000

  • 1f · All other contributions, gifts and grants

    $2,256,983

  • 1g · Noncash contributions included above

    $6,940

  • 3 · Investment income

    total $86,594 · excluded $86,594

  • 7a · Gross sales of assets other than inventory

    securities $48,055

  • 7b · Less cost or other basis and sales expenses

    securities $38,402

  • 7c · Gain or loss

    securities $9,653

  • 7d · Net gain or loss

    total $9,653 · excluded $9,653

  • 8a · Fundraising events: gross income

    $23,110

  • 8a · Fundraising events: contributions included on line 1c

    $32,150

  • 8b · Fundraising events: direct expenses

    $39,276

  • 8c · Net income from fundraising events

    total -$16,166 · excluded -$16,166

  • 11a · Other revenue: SERVICE FEE REVENUE

    total $36,278 · excluded $36,278

  • 11b · Other revenue: MISCELLANEOUS INCOME

    total $2,747 · excluded $2,747

  • 11e · Other revenue, total

    $39,025

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,027,302 · program services $1,027,302

  • 5 · Compensation of officers, directors and key employees

    total $134,982 · program services $77,031 · management and general $22,856 · fundraising $35,095

  • 7 · Other salaries and wages

    total $406,394 · program services $253,219 · management and general $47,162 · fundraising $106,013

  • 8 · Pension plan contributions

    total $29,205 · program services $11,883 · management and general $9,808 · fundraising $7,514

  • 9 · Other employee benefits

    total $77,222 · program services $31,420 · management and general $25,934 · fundraising $19,868

  • 10 · Payroll taxes

    total $40,328 · program services $24,853 · management and general $4,857 · fundraising $10,618

  • 11c · Fees: accounting

    total $20,335 · program services $10,589 · management and general $5,139 · fundraising $4,607

  • 11f · Fees: investment management

    total $10,211 · management and general $10,211

  • 11g · Fees: other

    total $3,000 · program services $1,562 · management and general $758 · fundraising $680

  • 13 · Office expenses

    total $9,437 · program services $2,857 · management and general $635 · fundraising $5,945

  • 16 · Occupancy

    total $24,884 · program services $10,949 · management and general $7,465 · fundraising $6,470

  • 17 · Travel

    total $4,503 · program services $3,183 · management and general $60 · fundraising $1,260

  • 19 · Conferences, conventions and meetings

    total $11,037 · program services $6,851 · management and general $1,153 · fundraising $3,033

  • 21 · Payments to affiliates

    total $30,337 · program services $13,045 · management and general $9,101 · fundraising $8,191

  • 22 · Depreciation, depletion and amortization

    total $14,407 · program services $6,339 · management and general $4,322 · fundraising $3,746

  • 23 · Insurance

    total $9,946 · program services $4,376 · management and general $2,984 · fundraising $2,586

  • 24a · Other expenses: SUPPLIES

    total $94,623 · program services $72,456 · management and general $5,835 · fundraising $16,332

  • 24b · Other expenses: COMMUNITY EVENTS

    total $16,022 · program services $13,915 · fundraising $2,107

  • 24c · Other expenses: TELEPHONE

    total $10,097 · program services $4,443 · management and general $3,029 · fundraising $2,625

  • 24d · Other expenses: MISCELLANEOUS

    total $6,768 · program services $2,373 · management and general $233 · fundraising $4,162

  • 24e · All other expenses

    total $9,645 · program services $4,293 · management and general $2,841 · fundraising $2,511

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $558,535 · end of year $591,491

  • 2 · Savings and temporary cash investments

    beginning of year $1,082,917 · end of year $1,135,469

  • 3 · Pledges and grants receivable

    beginning of year $375,243 · end of year $784,075

  • 10a · Land, buildings and equipment: cost or other basis

    $548,214

  • 10b · Land, buildings and equipment: accumulated depreciation

    $451,177

  • 10c · Land, buildings and equipment, net

    beginning of year $99,502 · end of year $97,037

  • 11 · Investments: publicly traded securities

    beginning of year $1,138,190 · end of year $1,233,822

  • 15 · Other assets

    beginning of year $2,074

  • 17 · Accounts payable and accrued expenses

    beginning of year $52,778 · end of year $82,326

  • 25 · Other liabilities

    beginning of year $1,439,624 · end of year $1,073,978

  • 27 · Net assets without donor restrictions

    beginning of year $1,643,983 · end of year $2,618,950

  • 28 · Net assets with donor restrictions

    beginning of year $120,076 · end of year $66,640

Mission and programs · 2023

Mission

UNITED WAY OF SHEBOYGAN COUNTY'S MISSION IS TO IMPROVE LIVES AND COMMUNITY CONDITIONS IN MEASURABLE, LASTING WAYS WITH A VISION OF A COMMUNITY WHERE EVERYONE CAN ACHIEVE THEIR FULL POTENTIAL. UNITED WAY IS COMMITTED TO PARTNER WITH LOCAL ORGANIZATIONS, GOVERNMENT, AND BUSINESSES TO UNDERSTAND AND SOLVE COMPLEX ISSUES.

  • IN 2023-2024, FUNDING WAS PROVIDED FOR 40 PROGRAMS RUN BY 23 LOCAL AGENCIES AND 3 COMMUNITY IMPACT INITIATIVES: PROVIDING ACCESS TO HEALING (PATH), COMMUNITY PARTNERSHIP FOR CHILDREN (CPC), AND THE VOLUNTEER CENTER OF SHEBOYGAN COUNTY. PATH IS A YOUTH-FOCUSED MENTAL HEALTH INITIATIVE THAT IS RESPONDING TO THE NEED TO INCREASE ACCESS TO MENTAL HEALTH SERVICES FOR YOUTH AND PLACES LICENSED THERAPISTS IN SCHOOLS. CPC RECOGNIZES THE IMPORTANCE OF SUPPORTING FAMILIES DURING THE MOST CRITICAL YEARS OF YOUTH DEVELOPMENT (BIRTH TO AGE SIX) WHILE ADDRESSING GAPS AND COORDINATING EFFORTS TO ENSURE CHILDREN ARE KINDERGARTEN READY. THE VOLUNTEER CENTER CONNECTS INDIVIDUALS AND BUSINESSES TO LOCAL VOLUNTEER NEEDS. UNITED WAY ALSO WORKS TO STRENGTHEN THE LOCAL SOCIAL SECTOR THROUGH PROVIDING THE NONPROFIT RESOURCE NETWORK, VOLUNTEER CENTER NETWORK AND EDUCATIONAL TRAINING AND WORKSHOPS FOR NONPROFIT STAFF, BOARDS, AND THE COMMUNITY. DURING THE FISCAL YEAR ENDED 06/30/24: 9,094 YOUTH PARTICIPATED IN PROGRAMS TO IMPROVE THEIR FUTURE 1,730 PARENTS RECEIVED PARENTING EDUCATION AND SUPPORT 23,655 NIGHTS OF SHELTER PROVIDED TO THOSE IN NEED 8,272 INDIVIDUALS RECEIVED MENTAL HEALTH SERVICES 6,853 INDIVIDUALS RECEIVED FINANCIAL SUPPORT 9,818 THERAPY SESSION WERE PROVIDED TO 538 STUDENTS THROUGH SCHOOL BASED MENTAL HEALTH

    Expenses $1,582,939 · Grants $1,027,302

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • KATE BAER

    CEO

    Total calculated
    $129,214
    From this org
    $99,565
    From related orgs
    $0
    Other
    $29,649
    Hours/week
    40

  • HOLLY BAUMGART

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JANINE CHESEBRO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • DAVID GALLIANETTI

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • SHERRI HALVERSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • ZACH KAISER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • TRAVIS KNIER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • KARL KUHN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • KRISTY LIPHART

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • CHRISTINE LOOSE

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ROSS MARSDEN

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • DEIDRE MARTINEZ

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • LINDSAY RICK

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • ANN ROY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • MATT STRITTMATER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • GARRETT TESELLE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • LARRY YUEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
24 January 2025
IRS schema version
2023v6.0
Source object
202500319349300520

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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