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Nonprofiteer
← NORFOLK AREA UNITED WAY INC

Form 990 for tax year 2023

Filed by NORFOLK AREA UNITED WAY INC.

Totals

Total revenue
$497,359
Total expenses
$486,855
Contributions and grants received
$459,867
Grants paid
$376,515
Program service revenue
$0
Investment income
$37,492
Other revenue
$0
Total assets, end of year
$1,541,718
Total liabilities, end of year
$17,340
Net assets or fund balances, end of year
$1,524,378
Program services expenses (Part IX)
$404,585
Management and general expenses
$26,965
Fundraising expenses
$55,305
Program service expenses (Part III)
$404,585

Program services were 83.1% 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.

  • 1a · Federated campaigns

    $459,867

  • 3 · Investment income

    total $37,492 · excluded $37,492

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $376,515 · program services $376,515

  • 5 · Compensation of officers, directors and key employees

    total $50,400 · program services $5,040 · management and general $7,560 · fundraising $37,800

  • 10 · Payroll taxes

    total $3,856 · program services $386 · management and general $578 · fundraising $2,892

  • 11c · Fees: accounting

    total $13,570 · management and general $13,570

  • 13 · Office expenses

    total $9,308 · program services $4 · management and general $187 · fundraising $9,117

  • 14 · Information technology

    total $1,503 · fundraising $1,503

  • 16 · Occupancy

    total $1,591 · program services $468 · fundraising $1,123

  • 19 · Conferences, conventions and meetings

    total $2,320 · fundraising $2,320

  • 21 · Payments to affiliates

    total $3,312 · program services $1,104 · management and general $2,208

  • 23 · Insurance

    total $2,833 · management and general $2,833

  • 24a · Other expenses: BAD DEBTS

    total $21,068 · program services $21,068

  • 24b · Other expenses: MISCELLANEOUS

    total $579 · management and general $29 · fundraising $550

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $115,537 · end of year $97,503

  • 2 · Savings and temporary cash investments

    beginning of year $262,072 · end of year $268,715

  • 3 · Pledges and grants receivable

    beginning of year $362,268 · end of year $355,503

  • 11 · Investments: publicly traded securities

    beginning of year $727,683 · end of year $818,392

  • 15 · Other assets

    beginning of year $656 · end of year $1,605

  • 17 · Accounts payable and accrued expenses

    beginning of year $401 · end of year $2,590

  • 18 · Grants payable

    beginning of year $14,750 · end of year $14,750

  • 27 · Net assets without donor restrictions

    beginning of year $1,098,786 · end of year $1,183,778

  • 28 · Net assets with donor restrictions

    beginning of year $354,279 · end of year $340,600

Mission and programs · 2023

Mission

NORFOLK AREA UNITED WAY IS COMMITTED TO BUILDING A STRONGER, HEALTHIER, AND COMPASSIONATE COMMUNITY BY UNITING PEOPLE AND RESOURCES TO DEVELOP OR EXPAND HUMAN SERVICE PROGRAMS.

  • NORFOLK AREA UNITED WAY PROVIDES HUMAN HEALTH AND WELFARE SERVICES - EDUCATION, INCOME & HEALTH - THROUGH PARTNERSHIPS WITH 25 AGENCIES WORKING IN 20 COUNTIES IN NORTHEAST AND NORTH CENTRAL NEBRSAKA COVERING A POPULATION OF MORE THAN 144,000 PEOPLE (PER THE 2000 CENSUS). OUR PRIMARY FOCUS IS TO IMPROVE THE LIVES OF LOW-INCOME PEOPLE; HOWEVER, OUR GOAL IS TO IMPROVE THE LIFE OF EVERYONE IN OUR COMMUNITIES. NORFOLK AREA UNITED WAY AND 26 AGENCIES WORK TO HELP CHILDREN AND YOUTH ACHIEVE THEIR POTENTIAL THROUGH EDUCATION, EX. PROVIDING AFTER-SCHOOL AND MENTORING PROGRAMS FOR AT-RISK YOUTH; ASSISTING WITH BASIC NEEDS; IMPROVING PEOPLES HEALTH BY INCREASING ACCESS TO CRITICAL HEALTHCARE SERVICES, REDUCING SUBSTANCE ABUSE, CHILD ABUSE AND DOMESTIC VIOLENCE, AND INCREASING HEALTH EDUCATION AND PREVENTIVE CARE.

    Expenses $371,902 · Grants $344,304

  • SPANISH LINE & LIAISON - A PHONE LINE DEDICATED TO SPEAKING SPANISH, ANSWERED BY A BILINGUAL LEADER FROM HISPANIC/LATINO COMMUNITY IN THE NORFOLK AREA, TO HELP THOSE WHO DO NOT SPEAK ENGLISH FIND HELP WITH BASIC NEEDS. TO ACT AS A LIAISON BETWEEN ORGANIZATIONS AND INDIVIDUALS TO ASSIST IN THE DELIVERY OF ASSISTANCE TO THOSE IN NEED, AS WELL AS HELPING ORGANIZATIONS WHO PROVIDE ASSISTANCE PROPERLY TRANSLATE INFORMATION, BOTH IN PRINT AND SPOKEN, I.E. EMERGENCY ANNOUNCEMENTS TO THE PUBLIC, ETC.

    Expenses $32,683 · Grants $32,211

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Morgan Cleveland

    EXECUTIVE DI

    Total calculated
    $50,400
    From this org
    $50,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Dan Fuerhoff

    PRESIDENT

    Total calculated
    $0
  • Troy Uhlir

    VICE PRESIDE

    Total calculated
    $0
  • Andy Pfeifer

    SECRETARY/TR

    Total calculated
    $0
  • Dennis Collins

    LEGAL COUNSE

    Total calculated
    $0
  • Bo Bierman

    MEMBER

    Total calculated
    $0
  • Brian Chapman

    MEMBER

    Total calculated
    $0
  • Eric Fossum

    MEMBER

    Total calculated
    $0
  • Tony Getzfred

    MEMBER

    Total calculated
    $0
  • Lai-Monte Hunter

    MEMBER

    Total calculated
    $0
  • Derek Nordby

    MEMBER

    Total calculated
    $0
  • Chase Pflueger

    MEMBER

    Total calculated
    $0
  • Amy Shane

    MEMBER

    Total calculated
    $0
  • Candace Schmidt

    MEMBER

    Total calculated
    $0
  • Tiffany Settles

    MEMBER

    Total calculated
    $0
  • Shantell Skalberg

    MEMBER

    Total calculated
    $0
  • Ashton Spieker

    MEMBER

    Total calculated
    $0
  • Josh Moenning

    EX-OFFICIO

    Total calculated
    $0
  • Tracey Buettner

    EX-OFFICIO

    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
2023
Filed
15 May 2024
IRS schema version
2023v5.0
Source object
202401369349306260

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

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