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Nonprofiteer
← OTSEGO COUNTY UNITED WAY INC

Form 990 for tax year 2022

Filed by OTSEGO COUNTY UNITED WAY INC.

Totals

Total revenue
$777,722
Total expenses
$465,025
Contributions and grants received
$709,717
Grants paid
$35,330
Program service revenue
$18,966
Investment income
$2,499
Other revenue
$46,540
Total assets, end of year
$539,598
Total liabilities, end of year
$10,956
Net assets or fund balances, end of year
$528,642
Program services expenses (Part IX)
$401,425
Management and general expenses
$50,464
Fundraising expenses
$13,136
Program service expenses (Part III)
$401,425

Program services were 86.3% 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.

  • 1e · Government grants (contributions)

    $77,874

  • 1f · All other contributions, gifts and grants

    $631,843

  • 2a · Program service revenue: COMMUNITY BUILDING

    total $18,966 · related or exempt $18,966

  • 3 · Investment income

    total $2,499 · excluded $2,499

  • 8a · Fundraising events: gross income

    $96,811

  • 8b · Fundraising events: direct expenses

    $50,271

  • 8c · Net income from fundraising events

    total $46,540 · excluded $46,540

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $35,330 · program services $35,330

  • 5 · Compensation of officers, directors and key employees

    total $25,423 · management and general $25,423

  • 7 · Other salaries and wages

    total $170,788 · program services $156,969 · management and general $4,009 · fundraising $9,810

  • 9 · Other employee benefits

    total $11,532 · program services $9,226 · management and general $1,730 · fundraising $576

  • 10 · Payroll taxes

    total $22,022 · program services $17,617 · management and general $3,303 · fundraising $1,102

  • 11c · Fees: accounting

    total $5,640 · program services $2,820 · management and general $2,820

  • 11g · Fees: other

    total $4,663 · management and general $4,663

  • 12 · Advertising and promotion

    total $1,902 · program services $1,522 · management and general $285 · fundraising $95

  • 13 · Office expenses

    total $6,614 · program services $5,291 · management and general $992 · fundraising $331

  • 14 · Information technology

    total $3,105 · program services $3,105

  • 16 · Occupancy

    total $14,619 · program services $11,695 · management and general $2,193 · fundraising $731

  • 22 · Depreciation, depletion and amortization

    total $1,558 · program services $1,246 · management and general $234 · fundraising $78

  • 23 · Insurance

    total $3,230 · program services $2,584 · management and general $485 · fundraising $161

  • 24a · Other expenses: TORNADO RELIEF

    total $81,430 · program services $81,430

  • 24b · Other expenses: EMERGENCY SERVICES

    total $24,360 · program services $24,360

  • 24c · Other expenses: RSVP - TRAVEL VOLUNTEER

    total $17,419 · program services $17,419

  • 24d · Other expenses: TOOL TIME

    total $7,329 · program services $7,329

  • 24e · All other expenses

    total $28,061 · program services $23,482 · management and general $4,327 · fundraising $252

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $227,025 · end of year $103,080

  • 2 · Savings and temporary cash investments

    end of year $402,362

  • 3 · Pledges and grants receivable

    end of year $30,000

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

    $60,722

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

    $56,566

  • 10c · Land, buildings and equipment, net

    beginning of year $5,714 · end of year $4,156

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,706 · end of year $6,007

  • 25 · Other liabilities

    beginning of year $12,088 · end of year $4,949

  • 27 · Net assets without donor restrictions

    beginning of year $160,679 · end of year $148,101

  • 28 · Net assets with donor restrictions

    beginning of year $55,266 · end of year $380,541

Mission and programs · 2022

Mission

UNITING RESOURCES TO BUILD A STRONGER COMMUNITY.

  • PROVIDE DIRECT AND INDIRECT SUPPORT TO OVER 10 LOCAL TAX EXEMPT ORGANIZATIONS SERVING THE SOCIAL WELFARE OF THOUSANDS WITHIN OTSEGO COUNTY, MICHIGAN. ADDITIONALLY, VARIOUS LOCAL ORGANIZATIONS OPERATE WITHIN OUR FACILITY IN ORDER THAT CLIENTS CAN SIMPLY COME TO ONE LOCATION FOR A VARIETY OF SUPPORT.

    Expenses $228,471 · Grants $35,330 · Revenue $18,966

  • RETIRED AND SENIOR VOLUNTEER PROGRAM PROVIDES VOLUNTEER OPPORTUNITIES FOR OLDER ADULTS AGE 55 AND OVER. NEEDS OF LOCAL NOT-FOR-PROFIT ORGANIZATIONS ARE MET BY PROVIDING MEANINGFUL, ENJOYABLE AND TARGETED VOLUNTEER OPPORTUNITIES.

    Expenses $91,524

  • IN FY2022, THE UNITED WAY RECEVIED DONATIONS FOR TORNADO DISASTER RELIEF IN OTSEGO COUNTY AND UTILIZED THE FUNDS TO HELP INDIVIDUALS BOTH DIRECTLY AND INDIRECTLY.

    Expenses $81,430

As filed on the 2022 return.

Listed in Part VII

  • BETH MARSHALL

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • JESSICA KANE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SUE SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • KIMBERLY AKIN

    EXECUTIVE DIRECTOR

    Total calculated
    $25,423
    From this org
    $25,423
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • PETE AMAR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SARAH SKOWRONSKI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ERICA WILLARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JAKE ROSSOW

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MELISSA WILKIE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • KAREN THOMAS

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • MELISSA REINELT

    VICE-PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • CHRISTOPHER HEATH

    2ND VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • BOB WRIGHT

    TREASURER

    Total calculated
    $0
    Hours/week
    2

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
2022
Filed
12 May 2023
IRS schema version
2022v5.0
Source object
202341359349300924

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