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Nonprofiteer
← UNITED WAY OF KENNEBEC VALLEY

Form 990 for tax year 2023

Filed by UNITED WAY OF KENNEBEC VALLEY.

Totals

Total revenue
$1,605,768
Total expenses
$1,872,696
Contributions and grants received
$1,393,144
Grants paid
$1,081,720
Program service revenue
$141,376
Investment income
$64,951
Other revenue
$6,297
Total assets, end of year
$3,270,269
Total liabilities, end of year
$936,146
Net assets or fund balances, end of year
$2,334,123
Program services expenses (Part IX)
$1,595,320
Management and general expenses
$180,294
Fundraising expenses
$97,082
Program service expenses (Part III)
$1,595,320

Program services were 85.2% 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.

  • 1c · Fundraising events

    $15,700

  • 1f · All other contributions, gifts and grants

    $1,377,444

  • 2a · Program service revenue: ADMINISTRATION FEES

    total $63,368 · related or exempt $63,368

  • 2b · Program service revenue: DAY OF CARING

    total $39,681 · related or exempt $39,681

  • 2c · Program service revenue: CASH PROGRAM

    total $17,202 · related or exempt $17,202

  • 2d · Program service revenue: FUEL ASSISTANCE

    total $12,456 · related or exempt $12,456

  • 2e · Program service revenue: OTHER PROGRAM INCOME

    total $8,669 · related or exempt $8,669

  • 3 · Investment income

    total $50,201 · excluded $50,201

  • 7a · Gross sales of assets other than inventory

    securities $130,602

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

    securities $115,852

  • 7c · Gain or loss

    securities $14,750

  • 7d · Net gain or loss

    total $14,750 · excluded $14,750

  • 8a · Fundraising events: gross income

    $26,377

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

    $15,700

  • 8b · Fundraising events: direct expenses

    $20,080

  • 8c · Net income from fundraising events

    total $6,297 · excluded $6,297

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,081,720 · program services $1,081,720

  • 5 · Compensation of officers, directors and key employees

    total $124,208 · program services $74,525 · management and general $32,294 · fundraising $17,389

  • 7 · Other salaries and wages

    total $306,813 · program services $184,088 · management and general $79,771 · fundraising $42,954

  • 8 · Pension plan contributions

    total $15,834 · program services $9,500 · management and general $4,117 · fundraising $2,217

  • 9 · Other employee benefits

    total $21,374 · program services $12,824 · management and general $5,557 · fundraising $2,993

  • 10 · Payroll taxes

    total $32,738 · program services $19,643 · management and general $8,512 · fundraising $4,583

  • 11b · Fees: legal

    total $540 · program services $324 · management and general $140 · fundraising $76

  • 11c · Fees: accounting

    total $38,080 · program services $22,848 · management and general $9,901 · fundraising $5,331

  • 11g · Fees: other

    total $29,940 · program services $17,964 · management and general $7,785 · fundraising $4,191

  • 12 · Advertising and promotion

    total $14,249 · program services $8,549 · management and general $3,705 · fundraising $1,995

  • 13 · Office expenses

    total $3,216 · program services $1,930 · management and general $836 · fundraising $450

  • 14 · Information technology

    total $8,342 · program services $5,005 · management and general $2,169 · fundraising $1,168

  • 16 · Occupancy

    total $43,265 · program services $25,959 · management and general $11,249 · fundraising $6,057

  • 17 · Travel

    total $12,521 · program services $7,513 · management and general $3,255 · fundraising $1,753

  • 22 · Depreciation, depletion and amortization

    total $7,122 · program services $4,272 · management and general $1,852 · fundraising $998

  • 23 · Insurance

    total $7,492 · program services $4,495 · management and general $1,948 · fundraising $1,049

  • 24a · Other expenses: DIRECT CLIENT BENEFITS

    total $79,704 · program services $79,704

  • 24b · Other expenses: UNITED WAY DUES

    total $17,832 · program services $17,832

  • 24c · Other expenses: SUPPLIES

    total $11,527 · program services $6,916 · management and general $2,997 · fundraising $1,614

  • 24d · Other expenses: OTHER

    total $8,579 · program services $5,149 · management and general $2,230 · fundraising $1,200

  • 24e · All other expenses

    total $7,600 · program services $4,560 · management and general $1,976 · fundraising $1,064

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $165,442 · end of year $266,043

  • 2 · Savings and temporary cash investments

    beginning of year $1,322,035 · end of year $1,315,239

  • 3 · Pledges and grants receivable

    beginning of year $1,034,595 · end of year $1,033,647

  • 4 · Accounts receivable

    beginning of year $83,966 · end of year $79,277

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,960 · end of year $3,476

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

    $53,451

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

    $34,256

  • 10c · Land, buildings and equipment, net

    beginning of year $22,367 · end of year $19,195

  • 11 · Investments: publicly traded securities

    beginning of year $374,162 · end of year $402,403

  • 15 · Other assets

    beginning of year $188,064 · end of year $150,989

  • 17 · Accounts payable and accrued expenses

    beginning of year $354,146 · end of year $282,441

  • 18 · Grants payable

    beginning of year $209,116 · end of year $498,851

  • 25 · Other liabilities

    beginning of year $188,870 · end of year $154,854

  • 27 · Net assets without donor restrictions

    beginning of year $1,269,027 · end of year $1,293,236

  • 28 · Net assets with donor restrictions

    beginning of year $1,172,432 · end of year $1,040,887

Mission and programs · 2023

Mission

UNITED WAY OF KENNEBEC VALLEY UNITES PEOPLE AND RESOURCES TO IMPROVE LIVES IN OUR COMMUNITY.

  • UNITED WAY OF KENNEBEC VALLEY SUPPORTS SERVICES VITAL TO THE BASIC NEEDS OF THE MOST VULNERABLE MEMBERS OF OUR SOCIETY. WE ALSO MAKE LONG-TERM INVESTMENTS IN FINANCIAL STABILITY, EDUCATION, AND HEALTH BECAUSE WE KNOW THAT THESE ARE THE BUILDING BLOCKS FOR A GOOD QUALITY OF LIFE. UNITED WAY STRATEGICALLY INVESTS IN RESULTS-DRIVEN PROGRAMS AND INITIATIVES TO MAXIMIZE THE IMPACT WE HAVE IN THE COMMUNITY.

    Expenses $1,595,320 · Grants $1,081,720 · Revenue $141,376

As filed on the 2023 return.

Listed in Part VII

  • Katie Doherty

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Nathan Curtis

    BOARD VICE-C

    Total calculated
    $0
    Hours/week
    1

  • Cheryl Flewelling

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Chris Voynik

    CO-CHAIR COM

    Total calculated
    $0
    Hours/week
    1

  • Mike Santo

    CO-CHAIR COM

    Total calculated
    $0
    Hours/week
    1

  • Pam Rogers

    VICE CHAIR H

    Total calculated
    $0
    Hours/week
    1

  • Michele Pelletier

    CAMPAIGN CHA

    Total calculated
    $0
    Hours/week
    1

  • Dan Webster

    CAMPAIGN CHA

    Total calculated
    $0
    Hours/week
    1

  • Jessica Norton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Eric Lind

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Amy Tardiff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Stephen Cooper

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Sue Clary

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Nona Boyink

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Corey Vose

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Samantha Burdick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Kerry Smart

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Bruce Osborne

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Courtney Yeager

    PRESIDENT &

    Total calculated
    $124,209
    From this org
    $111,500
    From related orgs
    $0
    Other
    $12,709
    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
22 October 2024
IRS schema version
2023v5.0
Source object
202443029349301054

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

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