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Nonprofiteer
← FOND DU LAC AREA UNITED WAY INC

Form 990 for tax year 2023

Filed by FOND DU LAC AREA UNITED WAY INC.

Totals

Total revenue
$601,928
Total expenses
$519,611
Contributions and grants received
$588,324
Grants paid
$276,162
Program service revenue
$1,795
Investment income
$11,759
Other revenue
$50
Total assets, end of year
$707,077
Total liabilities, end of year
$46,623
Net assets or fund balances, end of year
$660,454
Program services expenses (Part IX)
$364,208
Management and general expenses
$49,982
Fundraising expenses
$105,421
Program service expenses (Part III)
$364,208

Program services were 70.1% 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.

  • 1e · Government grants (contributions)

    $2,500

  • 1f · All other contributions, gifts and grants

    $585,824

  • 1g · Noncash contributions included above

    $14,092

  • 2a · Program service revenue: PROCESSING FEES

    total $1,795 · related or exempt $1,795

  • 3 · Investment income

    total $11,014 · excluded $11,014

  • 7a · Gross sales of assets other than inventory

    securities $50,094

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

    securities $49,349

  • 7c · Gain or loss

    securities $745

  • 7d · Net gain or loss

    total $745 · excluded $745

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $50 · related or exempt $50

  • 11e · Other revenue, total

    $50

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $276,162 · program services $276,162

  • 5 · Compensation of officers, directors and key employees

    total $58,539 · program services $7,024 · management and general $11,708 · fundraising $39,807

  • 7 · Other salaries and wages

    total $6,311 · program services $757 · management and general $1,262 · fundraising $4,292

  • 9 · Other employee benefits

    total $5,245 · program services $629 · management and general $1,049 · fundraising $3,567

  • 10 · Payroll taxes

    total $6,759 · program services $811 · management and general $1,352 · fundraising $4,596

  • 11c · Fees: accounting

    total $12,000 · management and general $12,000

  • 11f · Fees: investment management

    total $4,128 · management and general $4,128

  • 11g · Fees: other

    total $2,692 · program services $2,692

  • 13 · Office expenses

    total $20,411 · program services $15,004 · management and general $1,937 · fundraising $3,470

  • 16 · Occupancy

    total $18,797 · program services $1,060 · management and general $8,444 · fundraising $9,293

  • 19 · Conferences, conventions and meetings

    total $40 · program services $10 · management and general $16 · fundraising $14

  • 21 · Payments to affiliates

    total $7,338 · management and general $6,604 · fundraising $734

  • 23 · Insurance

    total $3,704 · program services $370 · management and general $1,482 · fundraising $1,852

  • 24a · Other expenses: CAMPAIGN EXPENSES

    total $37,796 · fundraising $37,796

  • 24b · Other expenses: GRANT EXPENSES

    total $35,769 · program services $35,769

  • 24c · Other expenses: BAD DEBT EXPENSE

    total $23,000 · program services $23,000

  • 24d · Other expenses: COMMUNITY NEEDS ASSESSM

    total $920 · program services $920

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $93,101 · end of year $189,040

  • 3 · Pledges and grants receivable

    beginning of year $175,784 · end of year $145,279

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,128 · end of year $1,128

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

    $29,721

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

    $29,721

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $305,784 · end of year $371,630

  • 17 · Accounts payable and accrued expenses

    beginning of year $35,875 · end of year $46,623

  • 27 · Net assets without donor restrictions

    beginning of year $346,778 · end of year $479,009

  • 28 · Net assets with donor restrictions

    beginning of year $193,144 · end of year $181,445

Mission and programs · 2023

Mission

TO UNITE INDIVIDUALS AND ORGANIZATIONS IN A COLLABORATIVE COST-EFFECTIVE EFFORT TO MEET THE HUMAN SERVICE NEEDS OF THE COMMUNITY

Activities or mission (Part I)

TO UNITE INDIVIDUALS AND ORGANIZATIONS IN TEAMWORK THAT FORSTERS THE HEALTH, EDUCATION AND FINANCIAL STABILITY OF OUR COMMUNITY

  • ORGANIZATION CONDUCTS COMMUNITY DEVELOPMENT ACTIVITIES AND USES FUNDRAISING AS A STRATEGY FOR IMPLEMENTING COMMUNITY IMPACT CHANGES TO ASSESSED CONDITIONS. 224 VOLUNTEERS CONTRIBUTE THEIR TIME AND TALENTS TO ENSURE CONTINUED SUCCESS OF THE ORGANIZATION. 19 PARTNERSHIPS INCLUDE: EDUCATION, BUSINESS AND FAITH-BASED ORGANIZATIONS.

    Expenses $364,208 · Grants $276,162 · Revenue $1,845

As filed on the 2023 return.

Listed in Part VII

  • Amber Kilawee

    EXECUTIVE DIRECTOR

    Total calculated
    $58,539
    From this org
    $58,539
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Jessica Lehman

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Kay Luepke

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Brian Carmody

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Rebecca Johnson

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Mary Miller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ryan Haase

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Joanne Pasiuk

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tim Reid

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Erin Brendelson

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Laura Waurio

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Maximillian Holzmann

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mina Vang

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jerid Winkler

    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
15 November 2024
IRS schema version
2023v5.1
Source object
202433209349314023

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