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Nonprofiteer
← LAKE MARTIN AREA UNITED WAY INC

Form 990 for tax year 2023

Filed by LAKE MARTIN AREA UNITED WAY INC.

Totals

Total revenue
$751,609
Total expenses
$558,040
Contributions and grants received
$599,905
Grants paid
$309,600
Program service revenue
$19,009
Investment income
$132,695
Other revenue
$0
Total assets, end of year
$2,109,891
Total liabilities, end of year
$80,516
Net assets or fund balances, end of year
$2,029,375
Program services expenses (Part IX)
$442,693
Management and general expenses
$58,264
Fundraising expenses
$57,083
Program service expenses (Part III)
$442,693

Program services were 79.3% 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

    $599,905

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

    total $19,009 · excluded $19,009

  • 3 · Investment income

    total $34,364 · related or exempt $34,364

  • 7a · Gross sales of assets other than inventory

    securities $268,448 · other assets $11,991

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

    securities $182,108

  • 7c · Gain or loss

    securities $86,340 · other assets $11,991

  • 7d · Net gain or loss

    total $98,331 · related or exempt $98,331

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $309,600 · program services $309,600

  • 7 · Other salaries and wages

    total $89,930 · program services $35,972 · management and general $17,986 · fundraising $35,972

  • 8 · Pension plan contributions

    total $8,993 · program services $3,597 · management and general $1,799 · fundraising $3,597

  • 10 · Payroll taxes

    total $6,880 · program services $2,752 · management and general $1,376 · fundraising $2,752

  • 11c · Fees: accounting

    total $4,047 · management and general $4,047

  • 13 · Office expenses

    total $9,792 · program services $1,395 · management and general $7,801 · fundraising $596

  • 17 · Travel

    total $7,480 · program services $3,026 · management and general $1,698 · fundraising $2,756

  • 22 · Depreciation, depletion and amortization

    total $22,121 · program services $15,732 · management and general $6,389

  • 23 · Insurance

    total $8,461 · program services $6,164 · management and general $2,297

  • 24a · Other expenses: OTHER PROGRAM EXPENSES

    total $29,488 · program services $28,118 · fundraising $1,370

  • 24b · Other expenses: TORNADO RELIEF EXPENSES

    total $19,686 · program services $19,686

  • 24c · Other expenses: UTILITIES/INTERNET

    total $14,100 · program services $10,575 · management and general $3,525

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $9,603 · program services $1,867 · management and general $7,736

  • 24e · All other expenses

    total $17,859 · program services $4,209 · management and general $3,610 · fundraising $10,040

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $30,924 · end of year $64,617

  • 2 · Savings and temporary cash investments

    beginning of year $445,805 · end of year $407,549

  • 3 · Pledges and grants receivable

    beginning of year $120,656 · end of year $122,308

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

    $526,551

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

    $316,866

  • 10c · Land, buildings and equipment, net

    beginning of year $217,087 · end of year $209,685

  • 11 · Investments: publicly traded securities

    beginning of year $1,023,243 · end of year $1,305,732

  • 17 · Accounts payable and accrued expenses

    beginning of year $86,363 · end of year $80,516

  • 27 · Net assets without donor restrictions

    beginning of year $1,550,554 · end of year $1,773,370

  • 28 · Net assets with donor restrictions

    beginning of year $200,798 · end of year $256,005

Mission and programs · 2023

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 $442,693 · Grants $309,600

As filed on the 2023 return.

Listed in Part VII

  • AMANDA THOMAS

    PRESIDENT

    Total calculated
    $0

  • PATRICK CRADDOCK

    1ST VICE PRE

    Total calculated
    $0

  • TUCKER NALL

    2ND VICE PRE

    Total calculated
    $0

  • KENYATTA SIMMONS

    SECRETARY/TR

    Total calculated
    $0

  • SANDRA CARLISLE

    PAST PRESIDE

    Total calculated
    $0

  • MICHEL BRYAN

    DIRECTOR

    Total calculated
    $0

  • RILEY GOREE

    DIRECTOR

    Total calculated
    $0

  • LIZI ARBOGAST GWIN

    DIRECTOR

    Total calculated
    $0

  • MICHAEL HOWELL

    DIRECTOR

    Total calculated
    $0

  • JESSICA LOCKE

    DIRECTOR

    Total calculated
    $0

  • STACY SHAW

    DIRECTOR

    Total calculated
    $0

  • WAYNE SMITH

    DIRECTOR

    Total calculated
    $0

  • DAVID STOVER

    DIRECTOR

    Total calculated
    $0

  • BRIDGET THORNELL

    DIRECTOR

    Total calculated
    $0

  • ADAM WADE

    DIRECTOR

    Total calculated
    $0

  • DENISE WALLS

    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
2023
Filed
15 November 2024
IRS schema version
2023v5.0
Source object
202443209349319279

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

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