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Nonprofiteer
← CALDWELL COUNTY UNITED FUND

Form 990 for tax year 2023

Filed by CALDWELL COUNTY UNITED FUND.

Totals

Total revenue
$354,796
Total expenses
$425,593
Contributions and grants received
$346,437
Grants paid
$274,572
Program service revenue
$0
Investment income
$8,359
Other revenue
$0
Total assets, end of year
$596,931
Total liabilities, end of year
$195,544
Net assets or fund balances, end of year
$401,387
Program services expenses (Part IX)
$311,317
Management and general expenses
$47,204
Fundraising expenses
$67,072
Program service expenses (Part III)
$311,317

Program services were 73.1% 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.

  • 1f · All other contributions, gifts and grants

    $346,437

  • 3 · Investment income

    total $8,359 · unrelated business $0 · excluded $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $274,572 · program services $274,572

  • 7 · Other salaries and wages

    total $70,319 · program services $25,519 · management and general $19,281 · fundraising $25,519

  • 9 · Other employee benefits

    total $5,853 · program services $2,192 · management and general $1,462 · fundraising $2,199

  • 10 · Payroll taxes

    total $5,966 · program services $2,343 · management and general $1,301 · fundraising $2,322

  • 11c · Fees: accounting

    total $400 · program services $133 · management and general $133 · fundraising $134

  • 13 · Office expenses

    total $10,203 · program services $0 · management and general $4,325 · fundraising $5,878

  • 14 · Information technology

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $3,150 · program services $2,100 · management and general $0 · fundraising $1,050

  • 17 · Travel

    total $2,271 · program services $482 · management and general $845 · fundraising $944

  • 20 · Interest

    total $4,447 · program services $0 · management and general $4,447 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $2,655 · program services $0 · management and general $2,655 · fundraising $0

  • 23 · Insurance

    total $3,044 · program services $1,463 · management and general $1,581 · fundraising $0

  • 24a · Other expenses: DIRECTOR INSURANCE

    total $1,257 · program services $0 · management and general $1,257 · fundraising $0

  • 24b · Other expenses: OTHER INSURANCE

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 24c · Other expenses: DUES

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 24d · Other expenses: PRINTING & CAMPAIGN

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $41,456 · program services $2,513 · management and general $9,917 · fundraising $29,026

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $36,139 · end of year $13,105

  • 2 · Savings and temporary cash investments

    beginning of year $291,961 · end of year $202,557

  • 3 · Pledges and grants receivable

    beginning of year $144,843 · end of year $144,122

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

    $270,191

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

    $33,044

  • 10c · Land, buildings and equipment, net

    beginning of year $280 · end of year $237,147

  • 23 · Secured mortgages and notes payable

    end of year $196,048

  • 25 · Other liabilities

    beginning of year $1,039 · end of year -$504

  • 27 · Net assets without donor restrictions

    beginning of year $143,674 · end of year $72,877

  • 28 · Net assets with donor restrictions

    beginning of year $328,510 · end of year $328,510

Mission and programs · 2023

Mission

THE ORGANIZATIONS MISSION IS TO RAISE FUNDS THROUGH AN ANNUAL FUNDRAISING DRIVE AND DISTRIBUTE THE FUNDS TO PARTICIPATING AGENCIES THAT PROVIDE COMMUNITY AND PUBLIC HEALTH

  • THE ORGANIZATION RAISED FUNDS THROUGH ITS ANNUAL FUNDRAISING DRIVE AND DISTRIBUTED THE FUNDS TO PARTICIPATING AGENCIES WHO USE THE FUNDS TO PROVIDE COMMUNITY AND PUBLIC HEALTH SERVICES.

    Expenses $274,572 · Grants $346,437

  • ALL OTHER ACCOMPLISHMENT THESE ARE FUNDS USED IN PROVIDING THE NECESSARY SUPPORT TO PARTICIPATING AGENCIES.

    Expenses $36,745 · Grants $17,763

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

Listed in Part VII

  • Jesse Trivette

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Jamie Willis

    EXECUTIVE DIRECTOR

    Total calculated
    $72,029
    From this org
    $68,050
    From related orgs
    $3,979
    Other
    $0
    Hours/week
    40

  • Kaitlyn Crawford

    CAMPAIGN CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Jon Blair

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Justin Barber

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Allison Butler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Hannah Morrison

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • William Romero

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Hannah Romero

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Susan Strawn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tiasha Taylor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kristy Money

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Andrew Ortiz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brianna Wert

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sara Wert

    DIRECTOR

    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
8 March 2025
IRS schema version
2023v6.0
Source object
202531499349300738

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

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