Skip to content
Nonprofiteer
← UNITED WAY OF MARATHON COUNTY INC

Form 990 for tax year 2023

Filed by UNITED WAY OF MARATHON COUNTY INC.

Totals

Total revenue
$3,379,630
Total expenses
$3,426,267
Contributions and grants received
$3,156,752
Grants paid
$1,618,116
Program service revenue
$0
Investment income
$31,663
Other revenue
$191,215
Total assets, end of year
$5,213,990
Total liabilities, end of year
$2,619,439
Net assets or fund balances, end of year
$2,594,551
Program services expenses (Part IX)
$2,719,817
Management and general expenses
$454,699
Fundraising expenses
$251,751
Program service expenses (Part III)
$2,719,817

Program services were 79.4% 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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $151,561

  • 1f · All other contributions, gifts and grants

    $3,005,191

  • 1g · Noncash contributions included above

    $785

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $31,597 · related or exempt $31,597 · unrelated business $0 · excluded $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $0 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 7a · Gross sales of assets other than inventory

    securities $11,980 · other assets $0

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

    securities $11,914 · other assets $0

  • 7c · Gain or loss

    securities $66 · other assets $0

  • 7d · Net gain or loss

    total $66 · related or exempt $66 · unrelated business $0 · excluded $0

  • 8a · Fundraising events: gross income

    $97,485

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

    $0

  • 8b · Fundraising events: direct expenses

    $44,735

  • 8c · Net income from fundraising events

    total $52,750 · unrelated business $52,750 · excluded $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11a · Other revenue: Grant agreements with 211

    total $138,465 · related or exempt $138,465 · unrelated business $0 · excluded $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $138,465

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,618,116 · program services $1,618,116

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $174,201 · program services $67,578 · management and general $69,883 · fundraising $36,740

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $728,871 · program services $483,733 · management and general $134,918 · fundraising $110,220

  • 8 · Pension plan contributions

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 9 · Other employee benefits

    total $135,219 · program services $95,266 · management and general $23,250 · fundraising $16,703

  • 10 · Payroll taxes

    total $65,134 · program services $39,090 · management and general $15,156 · fundraising $10,888

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $14,665 · program services $5,866 · management and general $5,133 · fundraising $3,666

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $13,097 · program services $0 · management and general $13,097 · fundraising $0

  • 11g · Fees: other

    total $35,220 · program services $35,220 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $43,372 · program services $29,288 · management and general $8,196 · fundraising $5,888

  • 13 · Office expenses

    total $139,886 · program services $71,919 · management and general $60,982 · fundraising $6,985

  • 14 · Information technology

    total $62,599 · program services $43,195 · management and general $14,598 · fundraising $4,806

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $47,541 · program services $20,380 · management and general $25,281 · fundraising $1,880

  • 17 · Travel

    total $1,557 · program services $1,215 · management and general $198 · fundraising $144

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $51,785 · program services $31,235 · management and general $11,959 · fundraising $8,591

  • 20 · Interest

    total $11,818 · program services $0 · management and general $11,818 · fundraising $0

  • 21 · Payments to affiliates

    total $34,492 · program services $15,293 · management and general $11,173 · fundraising $8,026

  • 22 · Depreciation, depletion and amortization

    total $11,448 · program services $5,076 · management and general $3,708 · fundraising $2,664

  • 23 · Insurance

    total $10,892 · program services $7,218 · management and general $2,137 · fundraising $1,537

  • 24a · Other expenses: Campaign

    total $46,026 · program services $35,415 · management and general $6,175 · fundraising $4,436

  • 24b · Other expenses: Postage/Misc

    total $15,829 · program services $7,992 · management and general $3,415 · fundraising $4,422

  • 24c · Other expenses: Maintenance

    total $64,426 · program services $39,223 · management and general $14,666 · fundraising $10,537

  • 24d · Other expenses: Lease Costs

    total $100,073 · program services $67,499 · management and general $18,956 · fundraising $13,618

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $759,292 · end of year $701,314

  • 2 · Savings and temporary cash investments

    beginning of year $1,303,378 · end of year $1,151,118

  • 3 · Pledges and grants receivable

    beginning of year $1,898,339 · end of year $1,768,433

  • 4 · Accounts receivable

    beginning of year $78,633 · end of year $50,418

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $18,214 · end of year $30,167

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

    $309,707

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

    $236,248

  • 10c · Land, buildings and equipment, net

    beginning of year $31,686 · end of year $73,459

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $732,533 · end of year $644,277

  • 15 · Other assets

    beginning of year $681,531 · end of year $794,804

  • 17 · Accounts payable and accrued expenses

    beginning of year $187,344 · end of year $118,051

  • 18 · Grants payable

    beginning of year $1,759,711 · end of year $1,715,502

  • 19 · Deferred revenue

    beginning of year $2,421 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $806,414 · end of year $785,886

  • 27 · Net assets without donor restrictions

    beginning of year $1,424,134 · end of year $1,447,227

  • 28 · Net assets with donor restrictions

    beginning of year $1,323,582 · end of year $1,147,324

Mission and programs · 2023

Mission

Unite people and organizations in Marathon County to build a stronger community and strategically invest in promoting financial stability to improve lives now and into the future. Focusing on the ALICE population and lifting individuals and families out of financial instability.

Activities or mission (Part I)

United Way volunteers along with our Board selected our new bold goal to lift 10,000 Community Members to Financial Stability by 2033 with our new mission Uniting to Thrive by focusing on serving the ALICE population to assist with meeting basic needs and improving lives.

  • United Way of Marathon County engages people in giving back to their community. By bringing together people with passion, expertise and resources, United Way of Marathon County is able to achieve far greater results than any one group or organization working alone. With input from community experts and volunteers, focused goals have been set in the areas of education, income and health, the building blocks for a good quality of life. United Way of Marathon County is advancing this agenda by working with our community partners to develop action plans that will create the desired change. Examples of the goals we want to achieve include improving kindergarten readiness, reducing relationship violence and reducing hunger and homelessness. By focusing on key issues and leveraging partnerships and resources, we can effectively and efficiently get results.

    Expenses $2,409,937 · Grants $1,618,116

  • United Way's 211 is an information and referral service that is here to help answer questions and connect you to services 24 hours a day, 7 days a week: by phone, through publications, via the online searchable database, text, chat or by email. 2-1-1 provides information regarding support groups, family counseling, services for an aging parent, financial assistance, volunteer opportunities, other community services and groups and much more. The information and referrals that they provide are free, confidential and personalized.

    Expenses $256,176

  • United Way RSVP (Retired and Senior Volunteer Program) is a nationwide volunteer program for persons 55 and over which is made possible through a federal grant from the Corporation for National and Community Service. RSVP volunteers help address community priorities such as, tutoring and mentoring youth, hunger and homelessness, elderly support services and more at nearly 40 non-profit agencies. RSVP staff provide personalized volunteer placement and other benefits for members along with free community programming to encourage healthy active aging for all older adults. This program closed in July 2023

    Expenses $53,704

  • Additional United Way affiliate programs are; Ready to Read, Women United, Emerging Leaders, Hunger Coalition, Early Years, Retire United, Housing and Homeless Coalition and the Volunteer Connection. More information regarding these programs is available on our website, www.unitedwaymc.org.

As filed on the 2023 return.

Listed in Part VII

  • Jeffrey Sargent

    Executive Director

    Total calculated
    $123,512
    From this org
    $118,265
    From related orgs
    $0
    Other
    $5,247
    Hours/week
    40

  • Melissa Beese

    Director of Finance and Admin

    Total calculated
    $87,802
    From this org
    $83,996
    From related orgs
    $0
    Other
    $3,806
    Hours/week
    40

  • Andrew Shallow

    Vice President of Finance

    Total calculated
    $0
    Hours/week
    1

  • Ryan Gallagher

    Past President

    Total calculated
    $0
    Hours/week
    1

  • Julie Bliss

    Vice President Marketing

    Total calculated
    $0
    Hours/week
    1

  • Dr Swati Biswas

    At Large Community Officer

    Total calculated
    $0
    Hours/week
    1

  • Sarah Napgezek

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Michael Loy

    President

    Total calculated
    $0
    Hours/week
    1

  • Amanda Sahr

    Vice President Community Impact

    Total calculated
    $0
    Hours/week
    1

  • David Greene

    President Elect

    Total calculated
    $0
    Hours/week
    1

  • Bailey Sleeper

    Agency Representitive

    Total calculated
    $0
    Hours/week
    1

  • Rob Elliott

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Nancy Kaiser

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Audrey Kavanagh

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • MaiGer Moua

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jenny Redman-Schell

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Paul Herold

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Kari Solomonson

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Craig Uhlenbrauck

    Corporate Giving Chair

    Total calculated
    $0
    Hours/week
    1

  • Kalli Yaklyvich

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Eric Steinbach

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Lisa Felch

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Amy Janke

    Assoc. Corporate Giving Chair

    Total calculated
    $0
    Hours/week
    1

  • Jessica Meadows

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Christy Keele

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Dr Casey Nye

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Todd Hagedorn

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jessica Lind

    Ex-Officio

    Total calculated
    $0
    Hours/week
    1

  • Amber Gober

    Ex-Officio

    Total calculated
    $0
    Hours/week
    1

  • Mitchell Guralski

    Ex-Officio

    Total calculated
    $0
    Hours/week
    1

  • Steve Zeinemann

    Ex-Officio

    Total calculated
    $0
    Hours/week
    1

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
27 August 2024
IRS schema version
2023v5.0
Source object
202442419349301364

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.