Skip to content
Nonprofiteer
← UNITED WAY OF THE KLAMATH BASIN

Form 990 for tax year 2022

Filed by UNITED WAY OF THE KLAMATH BASIN.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2022 , filed 5 February 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$246,329 changed to $695,924
Total expenses
$516,162 changed to $519,959
Contributions and grants received
$220,000 changed to $669,595
Program services expenses
$440,150 changed to $441,669
Management and general expenses
$42,316 changed to $43,379
Fundraising expenses
$33,696 changed to $34,911
Program service expenses (Part III)
$440,150 changed to $441,669

Totals

Total revenue
$246,329
Total expenses
$516,162
Contributions and grants received
$220,000
Grants paid
$320,008
Program service revenue
$0
Investment income
$2,190
Other revenue
$24,139
Total assets, end of year
$1,054,901
Total liabilities, end of year
$50,000
Net assets or fund balances, end of year
$1,004,901
Program services expenses (Part IX)
$440,150
Management and general expenses
$42,316
Fundraising expenses
$33,696
Program service expenses (Part III)
$440,150

Program services were 85.3% 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

    $220,000

  • 1g · Noncash contributions included above

    $220,000

  • 3 · Investment income

    total $2,190 · related or exempt $2,190

  • 6a · Gross rents

    real property $9,300

  • 6c · Rental income or loss

    real property $9,300

  • 6d · Net rental income or loss

    total $9,300 · related or exempt $9,300

  • 8a · Fundraising events: gross income

    $11,485

  • 8c · Net income from fundraising events

    total $11,485 · excluded $11,485

  • 11a · Other revenue: OTHER INCOME

    total $2,359 · related or exempt $2,359

  • 11b · Other revenue: KICKOFF/VICTORY/ ANNUAL DINNE

    total $995 · related or exempt $995

  • 11e · Other revenue, total

    $3,354

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $320,008 · program services $320,008

  • 7 · Other salaries and wages

    total $97,248 · program services $58,349 · management and general $24,312 · fundraising $14,587

  • 8 · Pension plan contributions

    total $8,914 · program services $5,348 · management and general $2,229 · fundraising $1,337

  • 9 · Other employee benefits

    total $1,905 · program services $1,143 · management and general $476 · fundraising $286

  • 10 · Payroll taxes

    total $8,324 · program services $4,994 · management and general $2,081 · fundraising $1,249

  • 11c · Fees: accounting

    total $10,122 · program services $6,073 · management and general $2,531 · fundraising $1,518

  • 12 · Advertising and promotion

    total $770 · fundraising $770

  • 13 · Office expenses

    total $10,456 · program services $6,273 · management and general $2,615 · fundraising $1,568

  • 16 · Occupancy

    total $6,481 · program services $3,887 · management and general $1,621 · fundraising $973

  • 19 · Conferences, conventions and meetings

    total $203 · program services $122 · management and general $51 · fundraising $30

  • 21 · Payments to affiliates

    total $4,874 · management and general $4,874

  • 23 · Insurance

    total $4,379 · program services $2,627 · management and general $1,095 · fundraising $657

  • 24a · Other expenses: GAIN/LOSS ON SALE OF ASSE

    total $23,757 · program services $23,757

  • 24b · Other expenses: GOLF TORNAMENT EXPENSE

    total $3,784 · program services $3,784

  • 24c · Other expenses: COST OF CAMPAIGN

    total $3,076 · fundraising $3,076

  • 24d · Other expenses: DAHILA STREET EXPENSE

    total $2,720 · program services $2,720

  • 24e · All other expenses

    total $9,141 · program services $1,065 · management and general $431 · fundraising $7,645

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $12,390 · end of year $13,028

  • 2 · Savings and temporary cash investments

    beginning of year $615,217 · end of year $809,339

  • 3 · Pledges and grants receivable

    beginning of year $189,204 · end of year $149,312

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,184 · end of year $4,074

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

    $173,687

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

    $94,539

  • 10c · Land, buildings and equipment, net

    beginning of year $82,941 · end of year $79,148

  • 25 · Other liabilities

    beginning of year $75,000 · end of year $50,000

  • 27 · Net assets without donor restrictions

    beginning of year $416,624 · end of year $373,346

  • 28 · Net assets with donor restrictions

    beginning of year $412,312 · end of year $631,555

Mission and programs · 2022

Mission

RAISE MONEY FROM KLAMATH COUNTY RESIDENTS AND DISTRIBUTE TO VARIOUS CHARITIES AND SERVICES OF THE KLAMATH BASIN.

  • VARIOUS CHARITABLE ORGANIZATIONS, MOSTLY IN THE KLAMATH BASIN, RECEIVE FUNDS FROM THE UNITED WAY OF THE KLAMATH BASIN. THESE ORGANIZATIONS SERVE INFANTS THROUGH SENIOR CITIZENS, WITH OVER 20 ORGANIZATIONS ASSISTED. IT IS IMPOSSIBLE TO KNOW HOW MANY PEOPLE ARE SERVED. THE CAMPAIGN GOAL WAS NOT MET, PROMOTED THE ANNUAL VOLUNTEER OF THE YEAR EVENT.

    Expenses $349,097 · Grants $320,008

  • VARIOUS CHARITABLE ORGANIZATIONS, MOSTLY IN THE KLAMATH BASIN RECEIVE FUNDS FROM THE UNITED WAY.

    Expenses $91,053

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Lauren Jespersen

    PRESIDENT

    Total calculated
    $0

  • Amber Gomes

    1ST VP

    Total calculated
    $0

  • Jenine Stuedli

    2ND VP

    Total calculated
    $0

  • Mitch Stokes

    TREASURER

    Total calculated
    $0

  • Sheri Hargrave

    SECRETARY

    Total calculated
    $0

  • Kristin Sayles

    PERSONNEL CH

    Total calculated
    $0

  • Tom Hottman

    PR/COMMUNICA

    Total calculated
    $0

  • Janet Thede

    NOMINATING

    Total calculated
    $0

  • Marcus Henderson

    DIRECTOR PLA

    Total calculated
    $0

  • Michael Griffith

    MEMBER AT LA

    Total calculated
    $0

  • Dennis Winn

    PAST PRESIDE

    Total calculated
    $0

  • Todd Andres

    SPECIAL EVEN

    Total calculated
    $0

  • Heather Curtis

    DIRECTOR

    Total calculated
    $0

  • Renee Ferguson

    DIRECTOR

    Total calculated
    $0

  • Phil Hull

    DIRECTOR

    Total calculated
    $0

  • Gerard Collins

    DIRECTOR

    Total calculated
    $0

  • Juan Maldonado

    DIRECTOR

    Total calculated
    $0

  • Don McDonnell

    DIRECTOR

    Total calculated
    $0

  • Captain Brandon McGraw

    DIRECTOR

    Total calculated
    $0

  • Ruth Olsen

    DIRECTOR

    Total calculated
    $0

  • Jean Phillips

    DIRECTOR

    Total calculated
    $0

  • Eric Rose

    DIRECTOR

    Total calculated
    $0

  • Wayne Snoozy

    DIRECTOR

    Total calculated
    $0

  • Linda Stastny

    DIRECTOR

    Total calculated
    $0

  • Mandi Clark

    DIRECTOR

    Total calculated
    $0

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

  • AGENCY ALLOCATIONS

    $283,734

  • AGENCY ALLOCATIONS PY

    $28,347

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202333199349327928

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.