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Nonprofiteer
← LAKE MARTIN AREA UNITED WAY INC

Form 990 for tax year 2022

Filed by LAKE MARTIN AREA UNITED WAY INC.

This return was superseded by a later amendment.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 15 November 2024. matched by us Only the Part I totals and the names listed in Part VII 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
$583,053 changed to $583,186
Total expenses
$492,928 changed to $492,259
Contributions and grants received
$515,177 changed to $497,126
Program service revenue
$17,290 changed to $20,159
Investment income
$50,586 changed to $65,901
Total assets, end of year
$1,852,228 changed to $1,837,715
Net assets or fund balances, end of year
$1,765,865 changed to $1,751,352
Program services expenses
$385,808 changed to $380,544
Management and general expenses
$64,154 changed to $61,591
Fundraising expenses
$42,966 changed to $50,124
Program service expenses (Part III)
$385,808 changed to $380,544

Totals

Total revenue
$583,053
Total expenses
$492,928
Contributions and grants received
$515,177
Grants paid
$279,500
Program service revenue
$17,290
Investment income
$50,586
Other revenue
$0
Total assets, end of year
$1,852,228
Total liabilities, end of year
$86,363
Net assets or fund balances, end of year
$1,765,865
Program services expenses (Part IX)
$385,808
Management and general expenses
$64,154
Fundraising expenses
$42,966
Program service expenses (Part III)
$385,808

Program services were 78.3% 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

    $515,177

  • 2a · Program service revenue: RENTAL - SUPPORTED ORGANIZATI

    total $17,290 · excluded $17,290

  • 3 · Investment income

    total $12,682 · related or exempt $12,682

  • 7a · Gross sales of assets other than inventory

    securities $124,713 · other assets $7,963

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

    securities $94,772

  • 7c · Gain or loss

    securities $29,941 · other assets $7,963

  • 7d · Net gain or loss

    total $37,904 · related or exempt $37,904

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $279,500 · program services $279,500

  • 7 · Other salaries and wages

    total $83,242 · program services $42,453 · management and general $13,319 · fundraising $27,470

  • 8 · Pension plan contributions

    total $6,055 · program services $3,088 · management and general $970 · fundraising $1,997

  • 10 · Payroll taxes

    total $6,368 · program services $3,248 · management and general $1,019 · fundraising $2,101

  • 11c · Fees: accounting

    total $7,300 · management and general $7,300

  • 13 · Office expenses

    total $15,480 · program services $1,444 · management and general $7,598 · fundraising $6,438

  • 17 · Travel

    total $3,376 · program services $294 · management and general $2,059 · fundraising $1,023

  • 22 · Depreciation, depletion and amortization

    total $21,427 · program services $11,447 · management and general $9,980

  • 23 · Insurance

    total $5,454 · program services $2,509 · management and general $2,945

  • 24a · Other expenses: OTHER PROGRAM EXPENSES

    total $26,868 · program services $26,868

  • 24b · Other expenses: UTILITIES

    total $11,333 · program services $8,499 · management and general $2,834

  • 24c · Other expenses: REPAIRS

    total $10,530 · program services $6,318 · management and general $4,212

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $7,602 · program services $140 · management and general $7,462

  • 24e · All other expenses

    total $8,393 · management and general $4,456 · fundraising $3,937

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $30,924

  • 2 · Savings and temporary cash investments

    beginning of year $306,854 · end of year $445,805

  • 3 · Pledges and grants receivable

    beginning of year $217,965 · end of year $135,170

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

    $515,100

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

    $298,014

  • 10c · Land, buildings and equipment, net

    beginning of year $238,445 · end of year $217,086

  • 11 · Investments: publicly traded securities

    beginning of year $1,251,178 · end of year $1,023,243

  • 17 · Accounts payable and accrued expenses

    beginning of year $80,872 · end of year $86,363

  • 27 · Net assets without donor restrictions

    beginning of year $1,591,167 · end of year $1,572,589

  • 28 · Net assets with donor restrictions

    beginning of year $342,403 · end of year $193,276

Mission and programs · 2022

Mission

THE LAKE MARTIN AREA UNITED WAY RAISES CONTRIBUTIONS AND DISBURSES FUNDING FOR THEIR "SUPPORTED ORGANIZATIONS" TO BENEFIT THE LOCAL COMMUNITY.

  • UNITED WAY PROVIDES FUNDING TO NONPROFIT ORGANIZATIONS IN THE SURROUNDING AREAS. THE ACHIEVEMENTS ACCOMPLISHED ARE THE DISTRIBUTIONS OF MONEY COLLECTED TO THE NONPROFIT ORGANIZATIONS WHO PROVIDE DIFFERENT TYPES OF ASSISTANCE TO INDIVIDUALS IN THE AREA.

    Expenses $385,808 · Grants $279,500

As filed on the 2022 return.

Listed in Part VII

  • Abby Guy

    PRESIDENT

    Total calculated
    $0

  • Sandra Carlisle

    1ST VICE PRE

    Total calculated
    $0

  • Amanda Thomas

    2ND VICE PRE

    Total calculated
    $0

  • Patrick Craddock

    SECRETARY/TR

    Total calculated
    $0

  • Nancy Ammons

    PAST PRESIDE

    Total calculated
    $0

  • Christopher Todd

    DIRECRTOR

    Total calculated
    $0

  • Vivian Autry

    DIRECTOR

    Total calculated
    $0

  • Carolyn Beeker

    DIRECTOR

    Total calculated
    $0

  • Kathy Fox

    DIRECTOR

    Total calculated
    $0

  • Sherry Henderson

    DIRECTOR

    Total calculated
    $0

  • Stephanie Kiendrick

    DIRECTOR

    Total calculated
    $0

  • Jeff Lynn

    DIRECTOR

    Total calculated
    $0

  • Tucker Nall

    DIRECTOR

    Total calculated
    $0

  • Craig Lee

    DIRECTOR

    Total calculated
    $0

  • Scott Blake

    DIRECTOR

    Total calculated
    $0

  • Kenyatta Simmons

    DIRECTOR

    Total calculated
    $0

  • Wayne Smith

    DIRECTOR

    Total calculated
    $0

  • David Stover

    DIRECTOR

    Total calculated
    $0

  • Holly Williams

    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

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

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202333199349311853

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

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