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Nonprofiteer
← SOURIS VALLEY UNITED WAY

Form 990 for tax year 2024

Filed by SOURIS VALLEY UNITED WAY.

Totals

Total revenue
$725,249
Total expenses
$805,004
Contributions and grants received
$512,977
Grants paid
$316,061
Program service revenue
$0
Investment income
$45,805
Other revenue
$166,467
Total assets, end of year
$2,161,625
Total liabilities, end of year
$439,361
Net assets or fund balances, end of year
$1,722,264
Program services expenses (Part IX)
$533,105
Management and general expenses
$109,747
Fundraising expenses
$162,152
Program service expenses (Part III)
$533,105

Program services were 66.2% 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

    $512,977

  • 1g · Noncash contributions included above

    $13,435

  • 3 · Investment income

    total $45,805 · excluded $45,805

  • 8a · Fundraising events: gross income

    $167,466

  • 8b · Fundraising events: direct expenses

    $999

  • 8c · Net income from fundraising events

    total $166,467 · excluded $166,467

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $316,061 · program services $316,061

  • 5 · Compensation of officers, directors and key employees

    total $74,913 · program services $14,514 · management and general $42,096 · fundraising $18,303

  • 7 · Other salaries and wages

    total $101,892 · program services $19,733 · management and general $1,115 · fundraising $81,044

  • 9 · Other employee benefits

    total $10,626 · program services $2,058 · management and general $2,597 · fundraising $5,971

  • 11c · Fees: accounting

    total $25,802 · management and general $25,802

  • 12 · Advertising and promotion

    total $30,580 · program services $6,117 · management and general $7,718 · fundraising $16,745

  • 16 · Occupancy

    total $38,276 · program services $7,414 · management and general $9,355 · fundraising $21,507

  • 17 · Travel

    total $6,007 · management and general $6,007

  • 20 · Interest

    total $46 · program services $9 · management and general $11 · fundraising $26

  • 22 · Depreciation, depletion and amortization

    total $4,713 · program services $913 · management and general $1,152 · fundraising $2,648

  • 23 · Insurance

    total $4,038 · program services $782 · management and general $987 · fundraising $2,269

  • 24a · Other expenses: BACKPACK BUDDIES

    total $106,694 · program services $106,694

  • 24b · Other expenses: BLESSING BANK

    total $46,764 · program services $46,764

  • 24c · Other expenses: DPIL EXPENSES

    total $25,194 · program services $25,194

  • 24d · Other expenses: OFFICE EQUIPMENT MAINTE

    total $14,832 · program services $2,873 · management and general $3,625 · fundraising $8,334

  • 24e · All other expenses

    total -$1,434 · program services -$16,021 · management and general $9,282 · fundraising $5,305

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $241,082 · end of year $228,889

  • 2 · Savings and temporary cash investments

    beginning of year $1,223,484 · end of year $1,230,280

  • 3 · Pledges and grants receivable

    beginning of year $90,742 · end of year $31,461

  • 8 · Inventories for sale or use

    beginning of year $19,957 · end of year $17,464

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

    $20,037

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

    $13,309

  • 10c · Land, buildings and equipment, net

    beginning of year $9,388 · end of year $6,728

  • 12 · Investments: other securities

    beginning of year $449,133 · end of year $494,509

  • 15 · Other assets

    beginning of year $166,400 · end of year $152,294

  • 17 · Accounts payable and accrued expenses

    beginning of year $19,186 · end of year $21,240

  • 18 · Grants payable

    beginning of year $273,185 · end of year $285,861

  • 25 · Other liabilities

    beginning of year $151,172 · end of year $132,260

  • 27 · Net assets without donor restrictions

    beginning of year $457,463 · end of year $666,271

  • 28 · Net assets with donor restrictions

    beginning of year $1,299,180 · end of year $1,055,993

Mission and programs · 2024

Mission

SOURIS VALLEY UNITED WAY MOBILZES PEOPLE, ORGANIZATIONS AND RESOURCES IN AN IMPACTFUL EFFORT TO ADVANCE EDUCATION, FINANCIAL STABILITY, AND HEALTH WHILE ADDRESSING BASIC HUMAN NEEDS.

Activities or mission (Part I)

SOLICIT PLEDGES AND MAKE PAYMENTS TO QUALIFYING BENEFICIARY ORGANIZATIONS.

  • CONTRIBUTIONS TO BENEFICIARIES ARE USED TO FUND COMMUNITY BASED PROGRAMS WHICH PROVIDE SERVICES FOR EMERGENCY ASSISTANCE, FINANCIAL STABILITY, NUTRITION, PHYSICAL AND EMOTIONAL WELLNESS, SCHOOL READINESS, AND YOUTH LEADERSHIP.

    Expenses $401,217 · Grants $316,061

  • CONTRIBUTIONS TO BENEFICIARIES ARE USED TO PROVIDE BOOKS TO CHILDREN IN THE SURROUNDING COMMUNITIES THROUGH THE DOLLY PARTON IMAGINATION LIBRARY.

    Expenses $25,194

  • CONTRIBUTIONS TO BENEFICIARIES ARE USED TO PROVIDE FOOD FOR CHILDREN WHO MIGHT NOT OTHERWISE HAVE FOOD OVER THE WEEKEND THROUGH THE BACKPACK BUDDIES PROGRAM.

    Expenses $106,694

As filed on the 2024 return.

Listed in Part VII

  • Mick Kossan

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Monica Peterson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Heidi Llewellyn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tom Rafferty

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Paul Gillund

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Amanda Heim

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lofton Klabunde

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Karna Taft

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Shawna Knight

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Theresa Getzlaff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Christine Miller

    EXECUTIVE DIRECTOR

    Total calculated
    $73,892
    From this org
    $71,740
    From related orgs
    $0
    Other
    $2,152
    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

Provenance

Return type
form_990
Tax year
2024
Filed
20 June 2025
IRS schema version
2024v5.1
Source object
202511819349300761

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