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Nonprofiteer
← UNITED WAY OF LEBANON COUNTY INC

Form 990 for tax year 2023

Filed by UNITED WAY OF LEBANON COUNTY INC.

Totals

Total revenue
$929,094
Total expenses
$721,648
Contributions and grants received
$702,886
Grants paid
$300,000
Program service revenue
$809
Investment income
$225,399
Other revenue
$0
Total assets, end of year
$5,452,307
Total liabilities, end of year
$183,523
Net assets or fund balances, end of year
$5,268,784
Program services expenses (Part IX)
$516,118
Management and general expenses
$75,717
Fundraising expenses
$129,813
Program service expenses (Part III)
$516,118

Program services were 71.5% 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.

  • 1f · All other contributions, gifts and grants

    $702,886

  • 2a · Program service revenue: ADMINISTRATIVE FEES

    total $809 · related or exempt $809

  • 3 · Investment income

    total $142,992 · excluded $142,992

  • 7a · Gross sales of assets other than inventory

    securities $82,407

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

    securities $0

  • 7c · Gain or loss

    securities $82,407

  • 7d · Net gain or loss

    total $82,407 · excluded $82,407

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $300,000 · program services $300,000

  • 7 · Other salaries and wages

    total $179,577 · program services $102,355 · management and general $23,349 · fundraising $53,873

  • 8 · Pension plan contributions

    total $1,800 · program services $1,800

  • 9 · Other employee benefits

    total $14,434 · program services $7,309 · management and general $2,079 · fundraising $5,046

  • 10 · Payroll taxes

    total $14,903 · program services $8,494 · management and general $1,938 · fundraising $4,471

  • 11c · Fees: accounting

    total $49,990 · program services $28,493 · management and general $6,500 · fundraising $14,997

  • 11f · Fees: investment management

    total $34,479 · management and general $34,479

  • 11g · Fees: other

    total $984 · program services $561 · management and general $128 · fundraising $295

  • 12 · Advertising and promotion

    total $29,458 · program services $14,405 · management and general $126 · fundraising $14,927

  • 13 · Office expenses

    total $17,377 · program services $10,277 · management and general $890 · fundraising $6,210

  • 16 · Occupancy

    total $12,504 · program services $7,292 · management and general $1,495 · fundraising $3,717

  • 19 · Conferences, conventions and meetings

    total $13,372 · program services $2,022 · management and general $453 · fundraising $10,897

  • 22 · Depreciation, depletion and amortization

    total $1,951 · program services $1,112 · management and general $254 · fundraising $585

  • 23 · Insurance

    total $2,472 · program services $1,365 · management and general $306 · fundraising $801

  • 24a · Other expenses: COMMUNITY PROGRAM EXPEN

    total $14,329 · program services $14,329

  • 24b · Other expenses: STATE & NATIONAL DUES

    total $11,703 · program services $6,670 · management and general $1,522 · fundraising $3,511

  • 24c · Other expenses: EQUIPMENT MAINTENANCE A

    total $10,353 · program services $5,901 · management and general $1,346 · fundraising $3,106

  • 24d · Other expenses: POSTAGE AND SHIPPING

    total $6,338 · program services $577 · management and general $132 · fundraising $5,629

  • 24e · All other expenses

    total $5,624 · program services $3,156 · management and general $720 · fundraising $1,748

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $429,957 · end of year $516,281

  • 2 · Savings and temporary cash investments

    beginning of year $343,436 · end of year $266,636

  • 3 · Pledges and grants receivable

    beginning of year $135,978 · end of year $136,412

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,971 · end of year $1,754

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

    $24,860

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

    $23,257

  • 10c · Land, buildings and equipment, net

    beginning of year $3,553 · end of year $1,603

  • 11 · Investments: publicly traded securities

    beginning of year $2,116,908 · end of year $2,488,080

  • 15 · Other assets

    beginning of year $1,850,332 · end of year $2,041,541

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,297 · end of year $17,064

  • 18 · Grants payable

    beginning of year $112,292 · end of year $114,000

  • 19 · Deferred revenue

    beginning of year $28,000 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $19,859 · end of year $20,544

  • 24 · Unsecured notes and loans payable

    beginning of year $34,035 · end of year $31,915

  • 27 · Net assets without donor restrictions

    beginning of year $1,380,486 · end of year $1,775,094

  • 28 · Net assets with donor restrictions

    beginning of year $3,302,166 · end of year $3,493,690

Mission and programs · 2023

Mission

TO SERVE AS THOUGHT LEADERS, CONVENE COMMUNITY, PROMOTE COLLABORATION, AND DEVELOP RESOURCES AND SOLUTIONS TO STRENGTHEN THE LEBANON COUNTY COMMUNITY.

Activities or mission (Part I)

UNITED WAY OF LEBANON COUNTY PARTNERS WITH BUSINESS, GOVERNMENT, DONORS AND HIGH PERFORMING NON-PROFITS TO ADVANCE THE COMMON GOOD AND CHANGE LIVES.

  • COMMUNITY INVESTMENTSUNITED WAY OF LEBANON COUNTY, IN PARTNERSHIP WITH LOCAL EXPERTS AND COMMUNITY VOLUNTEERS, WILL INVEST RESOURCES INTO NONPROFIT COLLABORATIONS OR PROGRAMS THAT ARE ABLE TO DEMONSTRATE ALIGNMENT WITH COMMUNITY GOALS IN EARLY LITERACY, YOUTH DEVELOPMENT, SAFETY NET SERVICES, AND HELPING TO MOVE ADULTS TO SELF-SUFFICIENCY.

    Expenses $516,118 · Grants $300,000 · Revenue $809

  • COMMUNICATIONS - PROVIDE MESSAGES AND VISUALS TO ARTICULATE THE ORGANIZATION'S MISSION, VISION, VALUES, AND COMMUNITY IMPACT WORK AND CONNECTS WITH A VARIETY OF TARGET AUDIENCES.COMMUNITY PLANNING - COLLABORATE WITH PUBLIC AND PRIVATE PARTNERS TO ASSEMBLE INFORMATION ABOUT COMMUNITY CONDITIONS AND SUGGESTIONS TO HEIGHTEN UNDERSTANDING AND AWARENESSINFORMATION REFERRAL - PROVIDE INFORMATION AND REFERRALS ON SOCIAL, HEALTH, AND OTHER HUMAN SERVICES THROUGH, BUT NOT LIMITED TO, DIRECTORIES AND LISTINGS, TELEPHONE ASSISTANCE, AND AGENCY CONSULTATIONS.

As filed on the 2023 return.

Listed in Part VII

  • Kimberly Landsford

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • Dan Ehrgood

    PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • Andrew Demler

    TREASURER

    Total calculated
    $0
    Hours/week
    10

  • Sherry Cassel

    SECRETARY

    Total calculated
    $0
    Hours/week
    10

  • Philip Domencic

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • Michael Grenier

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • Rick Scott

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • Valerie Adams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • Ron Stohler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • Alletta Schadler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • Mike Kuhn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • Julie Smyth

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • Rene Numer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • Julia Krall

    PAST EXEC DIRECTOR

    Total calculated
    $32,027
    From this org
    $32,027
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Albert Miuccio

    EXECITIVE DIRECTOR

    Total calculated
    $74,831
    From this org
    $74,831
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

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
20 January 2025
IRS schema version
2023v6.0
Source object
202520209349300807

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

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