Form 990 for tax year 2023
Filed by UNITED WAY OF OTTER TAIL & WADENA COUNTIES INC.
Totals
- Total revenue
- $444,937
- Total expenses
- $513,151
- Contributions and grants received
- $425,845
- Grants paid
- $257,080
- Program service revenue
- $0
- Investment income
- $2,629
- Other revenue
- $16,463
- Total assets, end of year
- $524,752
- Total liabilities, end of year
- $65,177
- Net assets or fund balances, end of year
- $459,575
- Program services expenses (Part IX)
- $326,172
- Management and general expenses
- $100,589
- Fundraising expenses
- $86,390
- Program service expenses (Part III)
- $326,172
Program services were 63.6% 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
$22,500
-
1c · Fundraising events
$81,211
-
1f · All other contributions, gifts and grants
$322,134
-
3 · Investment income
total $2,629 · excluded $2,629
-
8a · Fundraising events: gross income
$13,688
-
8a · Fundraising events: contributions included on line 1c
$81,211
-
8c · Net income from fundraising events
total $13,688
-
11a · Other revenue: MISCELLANEOUS INCOME
total $2,775 · excluded $2,775
-
11e · Other revenue, total
$2,775
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $257,080 · program services $257,080
-
7 · Other salaries and wages
total $101,534 · program services $41,137 · management and general $16,317 · fundraising $44,080
-
9 · Other employee benefits
total $10,093 · program services $4,479 · management and general $816 · fundraising $4,798
-
10 · Payroll taxes
total $7,602 · program services $3,373 · management and general $615 · fundraising $3,614
-
11c · Fees: accounting
total $21,102 · management and general $21,102
-
12 · Advertising and promotion
total $10,523 · program services $1,284 · management and general $1,437 · fundraising $7,802
-
13 · Office expenses
total $29,659 · program services $7,332 · management and general $17,677 · fundraising $4,650
-
14 · Information technology
total $9,632 · management and general $9,632
-
16 · Occupancy
total $12,380 · program services $5,493 · management and general $1,001 · fundraising $5,886
-
17 · Travel
total $2,639 · program services $1,106 · management and general $686 · fundraising $847
-
19 · Conferences, conventions and meetings
total $592 · management and general $592
-
21 · Payments to affiliates
total $4,888 · program services $4,888
-
23 · Insurance
total $6,722 · management and general $6,722
-
24a · Other expenses: UNCOLLECTIBLE PLEDGES
total $23,992 · management and general $23,992
-
24b · Other expenses: OTHER EXPENSES
total $14,713 · fundraising $14,713
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $426,828 · end of year $421,408
-
3 · Pledges and grants receivable
beginning of year $78,323 · end of year $17,534
-
9 · Prepaid expenses and deferred charges
beginning of year $1,009 · end of year $1,009
-
10a · Land, buildings and equipment: cost or other basis
$19,220
-
10b · Land, buildings and equipment: accumulated depreciation
$19,220
-
11 · Investments: publicly traded securities
beginning of year $54,566 · end of year $61,417
-
15 · Other assets
end of year $23,384
-
17 · Accounts payable and accrued expenses
beginning of year $38,082 · end of year $39,717
-
25 · Other liabilities
end of year $25,460
-
27 · Net assets without donor restrictions
beginning of year $219,751 · end of year $426,875
-
28 · Net assets with donor restrictions
beginning of year $302,893 · end of year $32,700
Mission and programs · 2023
Mission
TO IMPROVE LIVES IN OTTER TAIL & WADENA COUNTIES BY MOBILIZING THE CARING POWERS IN OUR COMMUNITIES
-
THE UNITED WAY OF OTTER TAIL & WADENA COUNTIES, INC. IS SET UP FOR THE BENEFIT OF ITS AGENCIES. PROGRAM EXPENSES WERE FOR THEIR BENEFIT AND THE BENEFIT OF THE CITIZENS OF OTTER TAIL & WADENA COUNTIES.
Expenses $326,172 · Grants $257,080
As filed on the 2023 return.
Listed in Part VII
-
Sadie ChristiansenSADIE CHRISTIANSEN
PAST PRESIDE
- Total calculated
- $0
- Hours/week
- 1
-
Medley ShampMEDLEY SHAMP
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Andrew SoreumANDREW SOREUM
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Shelley BeckerSHELLEY BECKER
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Ryan JacobsonRYAN JACOBSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Carey JohnsonCAREY JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kathryn EndersonKATHRYN ENDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tammy FosseTAMMY FOSSE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stephanie TroutSTEPHANIE TROUT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cory ThompsonCORY THOMPSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mike OlsonMIKE OLSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Summer HammondSUMMER HAMMOND
EXECUTIVE DI
- Total calculated
- $60,008
- From this org
- $60,008
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
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
-
$21,873
NEW TECHNOLOGY
-
$21,025
SOCIAL SERVICES
-
$20,150
ANTI-VIOLENCE GRANTS
-
CALVALRY LUTHERAN CHURCH
$17,000
MEAL ASSISTANCE
-
$13,914
MEAL ASSISTANCE
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 6 November 2024
- IRS schema version
- 2023v5.0
- Source object
- 202403169349303215
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