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Nonprofiteer
← UNITED WAY OF GREATER LIMA INC

Form 990 for tax year 2023

Filed by UNITED WAY OF GREATER LIMA INC.

Totals

Total revenue
$1,414,722
Total expenses
$1,550,240
Contributions and grants received
$1,235,716
Grants paid
$823,561
Program service revenue
$10,110
Investment income
$168,896
Other revenue
$0
Total assets, end of year
$5,808,462
Total liabilities, end of year
$250,546
Net assets or fund balances, end of year
$5,557,916
Program services expenses (Part IX)
$1,099,075
Management and general expenses
$219,627
Fundraising expenses
$231,538
Program service expenses (Part III)
$1,099,075

Program services were 70.9% 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

    $1,235,716

  • 2a · Program service revenue: Service Fees

    total $10,110 · related or exempt $10,110

  • 3 · Investment income

    total $153,437 · excluded $153,437

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $579,619

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

    securities $564,160

  • 7c · Gain or loss

    securities $15,459

  • 7d · Net gain or loss

    total $15,459 · excluded $15,459

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $823,561 · program services $823,561

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $89,296 · program services $20,577 · management and general $26,910 · fundraising $41,809

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $173,283 · program services $39,928 · management and general $52,216 · fundraising $81,139

  • 8 · Pension plan contributions

    total $4,870 · program services $1,122 · management and general $1,468 · fundraising $2,280

  • 9 · Other employee benefits

    total $31,745 · program services $7,315 · management and general $9,566 · fundraising $14,864

  • 10 · Payroll taxes

    total $22,302 · program services $5,139 · management and general $6,720 · fundraising $10,443

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $21,750 · management and general $21,750

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $15,087 · management and general $15,087

  • 11g · Fees: other

    total $81,955 · program services $4,753 · management and general $64,752 · fundraising $12,450

  • 12 · Advertising and promotion

    total $1,532 · fundraising $1,532

  • 13 · Office expenses

    total $2,751 · program services $1,032 · management and general $1,375 · fundraising $344

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $3,624 · program services $604 · management and general $1,438 · fundraising $1,582

  • 23 · Insurance

    total $8,401 · program services $1,400 · management and general $3,333 · fundraising $3,668

  • 24a · Other expenses: 211 First Call for Help

    total $120,289 · program services $120,289

  • 24b · Other expenses: Campaign Expenses

    total $46,682 · fundraising $46,682

  • 24c · Other expenses: Grant Expenditures

    total $36,698 · program services $36,698

  • 24d · Other expenses: Lease Expense

    total $29,016 · program services $4,837 · management and general $11,510 · fundraising $12,669

  • 24e · All other expenses

    total $37,398 · program services $31,820 · management and general $3,502 · fundraising $2,076

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $851,839 · end of year $179,473

  • 2 · Savings and temporary cash investments

    beginning of year $709,454 · end of year $1,054,082

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    beginning of year $416,782 · end of year $344,747

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $58,983 · end of year $53,483

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,132 · end of year $10,229

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

    $43,362

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

    $40,282

  • 10c · Land, buildings and equipment, net

    beginning of year $6,704 · end of year $3,080

  • 11 · Investments: publicly traded securities

    beginning of year $3,572,298 · end of year $4,108,232

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $75,127 · end of year $55,136

  • 17 · Accounts payable and accrued expenses

    beginning of year $56,956 · end of year $29,546

  • 24 · Unsecured notes and loans payable

    beginning of year $101,981 · end of year $165,864

  • 25 · Other liabilities

    beginning of year $75,127 · end of year $55,136

  • 27 · Net assets without donor restrictions

    beginning of year $2,606,159 · end of year $2,922,294

  • 28 · Net assets with donor restrictions

    beginning of year $2,863,096 · end of year $2,635,622

Mission and programs · 2023

Mission

United Way improves lives by uniting the caring power of our community.

  • The United Way of Greater Lima, Inc. offers funding for community services and programs in the areas of: health, education, and financial stability. The United Way, along with the Mental Health and Recovery Services Board, provides funding for 211 and promotes this service in the community. The United Way funds program initiatives to ensure the community gets the education needed from preschool to the adult aging population. The United Way also funds programs that provide support to families and individuals struggling to meet their basic needs.

    Expenses $1,099,075 · Grants $823,561 · Revenue $10,110

As filed on the 2023 return.

Listed in Part VII

  • Erin Hardesty

    President

    Total calculated
    $89,296
    From this org
    $89,296
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Jeff Adams

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • George Davis III

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Russ Decker

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Wendy Donley

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Tyson Goings

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Andrew Green

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Keith Horner

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Tim Luce Wireman

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jed Metzger

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jack Miller

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Julie Quatman

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Van Tilburgh

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Steve Walter

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Sydni Winkler

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Rick Sanchez

    Chair

    Total calculated
    $0
    Hours/week
    1

  • JaMesha Williamson

    Chair Elect

    Total calculated
    $0
    Hours/week
    1

  • Jim Bronder

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Angie Clark

    R&D Chair

    Total calculated
    $0
    Hours/week
    1

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
7 February 2025
IRS schema version
2023v6.0
Source object
202500389349301245

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

The source document this was parsed from is served over the API, which is where bulk and document access live.